Document
The Cookbook
So your team already knows how to do the work. The Cookbook gets that knowledge out of people's heads and onto the page, every process written down the way you actually do it, so a new hire can get up to speed in days and the whole team is working from the same playbook.
What we capture
The way your team works, written down
Think of it as the cookbook for how your organization raises money. Every process captured so anyone can follow it, not just the person who's always done it.
Gift processing & data entry
How gifts come in, get recorded, and get acknowledged. The steps your team runs every week.
Donor stewardship & moves
How you move a relationship from first gift to lasting supporter, step by step.
Reporting & board prep
How the numbers get pulled and turned into something your board can actually read.
Grant tracking & deadlines
How funders, applications, and reporting dates get tracked so nothing slips.
Roles & handoffs
Who owns what, and how work passes cleanly from one person to the next.
Your tools, connected
How your CRM, donation pages, and other tools fit together in day-to-day work.
How it works
From your head to the page
We talk through how you work
Working sessions where you walk me through how things actually get done. I ask the questions that surface the steps you don't even think about anymore.
I write it down clearly
I turn it into plain-language guides, with screenshots and short recorded walkthroughs wherever they make a step easier to follow.
You get a living knowledge base
Everything in one place in your own tools, easy for your team to update as the work grows and changes.
Deliverables
What you walk away with
Plain-language process guides
Written the way your team talks, not in software-manual language nobody reads.
Recorded walkthroughs
Short Looms for the processes that are easier to show than to describe.
A central knowledge base
Set up in the tools you already use, so it's where people will actually look for it.
An onboarding guide
Everything a new hire needs to find their feet, gathered in one place.
Everything your team has figured out, captured once, so it's there for whoever needs it next.
Already working with me on something bigger?
The Cookbook is built into both The Mise en Place and The Sous Chef. This standalone version is for organizations that don't need a new system or ongoing support, just their own way of working captured clearly and handed back to them.
Is this you?
A good fit if...
- Your processes live in people's heads, sticky notes, and scattered docs
- You're hiring, growing, or about to hand work off to someone new
- You want your way of working documented without a full system rebuild
- Your CRM works fine, you just need the how-to written down
- You want knowledge that stays with the organization as people come and go
Work with me
Ready to get it all written down?
Tell me a bit about your team and the processes you want captured. I read every submission personally and get back to you within 48 hours.
Tell me what you want to captureIf it's not the right fit, I'll be straight with you.