Staff workshops
A one- or two-day session for your staff, built on the documents and data your team handles every week, with ongoing remote work to build on it.
For nonprofits
More of your team’s time for the mission.
Data management and analysis, automated workflows, email management, and faster document creation for individuals and teams, sized to the capacity of your organization.
I spent ten years in nonprofits and federal contracting, including as a director of a refugee resettlement program in Oregon, so I know the constraints that come with a caseload, a small team, and a reporting deadline.
I work with small businesses and nonprofits myself, from the first call through ongoing support.
What I do for nonprofits
Six ways AI can work for your organization.
Start with one or combine several. We decide together on the first call which ones fit your organization and its capacity.
Data management and analysis
Program and outcome data cleaned, organized, and analyzed, so reports to funders and your board start from numbers you trust.
Grant applications and reports
Narratives drafted from your program data and past applications, then checked against the funder’s requirements before anyone submits.
Document creation
Reports, policies, board packets, and case documentation drafted from your own material and formatted to the templates your team already uses.
Email and calendar management
Inboxes sorted, urgent messages flagged, replies drafted for review, and meetings scheduled without the back-and-forth.
Automated workflows
Recurring work such as meeting notes, follow-ups, and status updates set up once and run on request across the services your team already uses, such as Microsoft 365, Google Drive, Slack, and Dropbox, with staff review built in.
Where to start
The work behind the programs.
Make your data usable.
Start with
Spreadsheets, case management exports, and survey results spread across systems.
Work toward
One organized dataset and the analysis your next report needs.
Spend less time on documents.
Start with
The reports, grant narratives, and policies your team rewrites every cycle.
Work toward
Templates and drafts Claude prepares from your own material, ready for staff review.
Getting started
A conversation, then a clear plan.
A free 30-minute Zoom call
Talk through your work, current AI use, and what you’d like to learn, change, and implement. You don’t need a project brief or a chosen tool.
A tailored proposal
After we talk, I design a scope and timeline around your needs instead of handing you an off-the-shelf AI rollout. We agree on the format and cost before paid work begins.
The commitment
Private work starts with a minimum four-hour engagement.
All four hours are time we spend working together, in one session or across several. The work you don’t see, such as designing your scope, planning the timeline, and preparing for each session, happens on my own time and is not part of those four hours.
A good first step
Start with a conversation.
Bring a question, a bottleneck, or an idea for doing things differently. We’ll work out where AI can help and what kind of support makes sense.
The first call is free, on Zoom, and needs no preparation. For on-site work, I travel anywhere in North America.