Sample desk · Nonprofit · lane: programs

Programs: what the agents did today

Your desk · Programs · Nonprofit6 done · 2 queued
Done today
  1. Attendance entered for 3 sessions
  2. Intake forms checked for missing fields
  3. flaggedPantry log two days behind: flagged to the program leadDrill deeper ▸
  4. + 3 more done today
Queued
  1. Reminders for families who signed up
  2. Monthly outcomes summary
Needs your yes
  1. Nothing waits for you in this lane today.

What agents do hereAn agent keeps program records complete, so the numbers are ready when a funder asks. A gap in the records gets flagged early.

◂ All five lanes

Try us out

Programs, at a nonprofit. Where next?

  1. Drill deeper
  2. Next lane: Supplies & donations
  3. Back to the Nonprofit desk
  4. What agents never do alone

This is my kind of work. Talk to us.

Guided intake · the desks are sample businesses, not real customers · replies come from the SogaStudio team.

On your own desk

This lane is a sample. On your own business it starts from the way your team already does the work: each step written down as a work order, the repeat steps given to one agent, and a gate wherever a mistake costs money or your name.

Spending and anything that goes out in your name wait for a person. Routine work you have approved runs on its own, behind checks that stop it when something looks wrong.