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Thoughts, lessons and ideas.

This is where I share the things that make me stop and think. From people-first systems to CRM to flexible working, volunteering and the lessons I've learnt along the way, these articles explore the experiences that have shaped both my career and my approach as a Charity systems Consultant.

Free Systems Health Check

Not sure where to start? 

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If you're wondering whether your systems are helping your organisation - or quietly holding it back - this free workbook will help you identify your strengths, spot opportunities for improvements and decide where to focus first.

Systems Health Check workbook for charities and not-for profits

Resources

Free Process Observation Sheet

Not sure what's actually happening in your process?

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Before you start fixing things, it helps to see how the work really happens. This free observation sheet gives you a simple way to capture the pauses, workarounds, repeated steps and bottlenecks that often get missed when we only look at how a process is supposed to work.

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Free CRM Workbook

Thinking about changing your CRM?

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Whether your choosing a new CRM or reviewing the one you already have, this free workbook will help you think through what you actually need, involve the right people and make decisions based on how your organisation really works.

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