Non-profit OS [Notion Template - 2024 Edition - Includes Onboarding Guide]
👋 Hi there! My name is Laura and I help non-profit startups build mission-driven systems designed to streamline operations, delight stakeholders, attract/retain talented staff, and facilitate sustainable growth. 🌱
Why Notion for Non-profits?
✏️ Notion allows small teams of people to work together in real-time on documents, tasks, notes, wikis, and databases from different devices.
🏠 Notion is a home for all your need-to-knows and need-to-dos (i.e. your single source of truth).
🖼️ Easily embed images, videos, PDFs, and more into every Notion page to bring documents to life.
Psst- don't miss Notion's non-profit discount.
This Non-profit OS Notion Template is the product of several iterations of a system I designed for remote/hybrid non-profit startups. It is simple, streamlined, automated, and easy to navigate.
The Mission, Vision, & Values page not only documents your non-profit organization's mission and vision statements- it also offers a Values database where your team can document examples of your values in action. Let's say one of your organizational values is sustainability. Wouldn't it be awesome if the sustainability page featured press coverage and community testimonials and photo evidence highlighting your organization's sustainability initiatives?
The Objectives and Key Results (OKRs) page provides clarity and understanding about what each team member should prioritize and how their work contributes to the organization’s mission. The purpose of OKRs is to drive progress and growth, both personally and professionally.
There are 3 databases involved in this system- one for Objectives, one for Key Results, and one for Tasks. This means that each Objective, Key Result, and Task has its own dedicated page. Use each page to document your progress and collaborate with your team in real time. For example, if your Key Result is “Retain at least 40% of donors from 2023 to 2024,” you might use that Key Result's page to document your plan for donor relations in 2024. Use the pages of individual Tasks to take notes, attach relevant documents or research, tag colleagues with questions, and create a living log of how your project develops.
The same way Tasks document your team's authentic processes, the SOP database documents your team's ideal processes. SOPs, or Standard Operating Procedures, are the organization's “official” how-to guides for every process involved in running their organization. SOPs should be updated over time as the organization evolves.
Finally, the Docs database is where your team can keep a log of your meeting notes and company policies. I included a few other relevant Notion templates here that I designed in the past, including a Storytelling Workshop template, a Brand Voice Workshop template, a Social Media Style Guide template, and a Content Calendar template.
This template includes an Onboarding guide for you as well as Onboarding checklists for your team members. Don't worry- there is also an easy breezy 30-min "Notion 101" lesson to familiarize you with Notion's features.