Microsoft Scenario Library Nonprofit Improve onboarding and development processes

Available with: Microsoft 365 Copilot

Nonprofit scenario: Improve onboarding and development processes

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Scenario

Help both new employees and volunteers complete onboarding processes with effective materials and creative ideas.

1. Assess current processes

Evaluate the existing onboarding and development processes to identify strengths and areas for improvement.

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Copilot in Word

Example prompt: Create an assessment document of our current onboarding and development processes using feedback from recent hires and volunteers in [feedback document.ppt]

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve expense ratios

The administrative expense ratio measures the percentage of an organization’s expenses that are being allocated to administrative costs. This helps measure the direct impact of a charity’s program relative to the cost required to run it to help donors identify high-impact charities.

How Microsoft Copilot can help increase volunteer retention

Measure the organization’s success with reducing attrition and increasing repeat volunteerism.

How Microsoft Copilot can help improve program impact

Define a program’s theory of change, monitoring and evaluation goals, and deliver impact faster.

How Microsoft Copilot can help improve fundraising ROI

Fundraising ROI is the ratio of net funds raised divided by fundraising costs.

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.