Project Management
Programs, Operations, Spaces
I’ve always enjoyed creating order from chaos and turning dreams into reality. Let’s discuss how I can create a process to get you from where you are to where you want to be. We can organize systems and infrastructure to get your project running efficiently, make your life and space flow better, or create a timeline with priorities to meet your goals. I’m adept at turning ideas into successful programs and setting the policies and bones needed for strong organizations. I zoom in to details, zoom out to big picture, and listen to the unique needs of each client to determine what will work best for their needs and goals. Let’s chat about what you have in mind!
15+ years of program development and management experience
Master’s of Social Work in Community, Management, Policy Practice
Certificate in Nonprofit Leadership
Organization Enthusiast (aka nerd)
EXAMPLES OF SERVICES OFFERED
A flip chart lying on a table has sticky notes in rows. A person with light skin is using a sharpie to write a note on the chart. We see another person's elbows propped on the same table as well as some file folders, implying this is a group planning meeting.
Project and process management
Identifying project goals, barriers, and timelines
Setting milestones and touchpoints to stay on track and overcome challenges
Utilizing your existing resources and strengths
Research to support your decision-making and move a project forward
Creating a program plan
Creating procedures, writing procedures documents, teaching procedures to staff, recording instructional videos
Assessing policies needed, writing or updating policies
Assessing which systems and platforms are needed
Creating or organizing physical or digital filing systems
Creating physical or digital archives
Simple website creation
Example topics & pLATFORMS
Program planning, creation, and management
Volunteer policies and intake
Client policies and intake
Practice policies
Scheduling and billing policies and procedures
Family archives
Personal and professional filing systems
Experience with Dropbox, Google Drive and Workspace, Microsoft Suite, OneDrive, Salesforce, Simple Practice, Wordpress, SquareSpace, Trello, Slack, and more!
PAST Project examples
Created a new COVID-19 Relief program in five weeks, including the CRM, program policies, referral forms, application documents, and staff training. The program processed double the amount of aid and number of applications than the organization’s core assistance programs, ultimately distributing $525K to pay 865 bills for more than 650 households.
I created administrative procedures, filing systems, EHR platform settings, and updated practice policies for a new therapy private practice. This included writing email templates for client intake and creating a monthly billing review process. Implementation of new account auditing and billing procedures garnered $25,000 in previously unpaid claims within the first six months.
I had the honor of working with a distinguished writer, presenter, Holocaust survivor, and former professor who needed assistance organizing his personal, vocational, and family files. I sorted through thousands of documents and created a filing system to help him access his medical files, financial files, professional archives, personal writings, and U.S. Holocaust Memorial Museum volunteer files. We worked together to sort and preserve hundreds of photos, documents, and mementos from his family’s lived experience of the Nazi occupation of Prague and post-war restitution efforts. Using museum-grade preservation materials, I created a set of family archives to secure the preservation and accessibility of his family history for generations.
Co-founded advocacy coalition and co-authored the program plan proposal that led to the creation of the Interpersonal Violence Prevention program and staff at UNC-Chapel Hill.