At Foundation for Shared Impact, we use a variety of software and tools to automate operational workflow and enhance data management, such as:

• Airtable
• Slack
• Zapier
• Buffer, and more.

If you're designing a new project / program, or in gerneral, looking for options to leverage these tools to improve your operational efficiency (especially using Airtable), I'd be happy to share my experience and tips!

NOTE: This Call is available to members of Co’asis only.

Over the last 20 years, I have successfully helped organizations to raise substantial fund as well as their philanthropic and brand profiles. I started my consulting firm, Consultancy for Good; in mid-2016 which provides fundraising and marketing consultancy and training services for nonprofits.

I have extensive experience in project management, implementing new systems or digital platform within a team / company. I can help you with the following topic areas:

• Facilitate with cross-department operations and partnership on a larger-scale project
• Steps and strategies on how to implement a project / fundraising event
• Help with organising, structuring, delegation and workflow of a project / program
• Fundraising: Setting KPIs, measurement of outcome, how to achieve and deliver the proposed outputs
• Support in team management and setting up cadence
• Recommend Playbooks

A high-quality employee handbook is vital to the health of your nonprofit organization. It sets employee expectations and defines important work guidelines that guide the team to achieve results. It can also serve as a guide to help employees understand the ins and outs and dos and don’ts of your organization.

How often you should review your employee handbook? Ideally, an employee handbook review should be performed at least once a year. This ensures compliance and minimizes risks, but employee handbook review can be quite complex and time-consuming.

I am here to help you review your employee handbook. If you do not have one yet, I can also help to create an employee handbook for your organization.

With my extensive experience in financial planning and auditing, I can review your current accounting and finance process, share best practices and provide actionable suggestions to:

• Enhance your organisation's financial sustainability
• Streamline the auditing and finance management process (e.g. auditor's reports, budgets, financial reports etc.)
• Explore and facilitate the acquisition of new funding.
   

NOTE: This Call is available to members of Co’asis only.

Are you looking to work with a production agnecy but not sure where to start? Do you want to know more about the process? With my experience working at Act Plus Education Foundation, an innovative digital art studio and academy dedicated to serving the youth in Hong Kong, we can explore the following topics during the call:

• Production process, expectations and what to look out for
• Tips on communicating your need with the agency
• Service fees/ pricing model.

NOTE: This Call is available to members of Co’asis only.

An one-hour conversation to bounce ideas on (i) how to engage your existing and potential donors better (ii) how to develop grant proposal that could answer common questions from grant-makers. 

 Suggested topics for conversation, including but not limited to:

1. Overview of funding landscape in Hong Kong
2. Engagement process with family foundations
3. Common questions from family foundations  

Happy to exchange on other topics that could use my experiences in NGOs and family foundation!

If you need to make a plan or create a schedule for content creation, I believe I can be of great support. I have experience creating systems and content calendars through Trello and Notion. I can also give a run-through on how these tools can support the work you are already doing.

I can support a starting content plan, or help to organize an existing one. I also have a knack for finding free content and organizational resources that can support NGOs greatly. 

With over 12 years of experience in running a culturally diverse social enterprise, we can:

• Explore your existing projects/ programs and ideas on new offerings to generate income
• Discuss how to diversify your funding sources. 

NOTE: This Call is available to members of Co’asis only.

More businesses are conscious of doing good. For a non-profit, corporate engagement can play a vital role in creating a bigger and wider impact on Hong Kong's social and environmental aspects. Let’s brainstorm on what are the key considerations to keep in mind when entering into a corporate partnership:

1. Alignment of Values
2. Clear Objectives and Expectations
3. Transparent Communication

NOTE: This Call is available to members of Co’asis only.