Review the current path.
Choose a program page, volunteer inquiry or event request. Identify the information needed for the next action.
Project process
Follow one visitor's question through to the team.
Use an anonymized example to find where someone needs clarification or staff must copy information.
Check tools and content ownership.
Review existing website, donor, registration and communication platforms. Confirm who approves program details and participant-data handling.
Choose the first result.
Define the task, checks and responsibilities. Plan around active campaigns and programs with a recovery option.
Try complete and incomplete cases.
Use fictional requests to check missing details, changed event information and a request awaiting staff review. Isolate donation checks from real charges and participant communications.
Hand over the routine care.
Document who keeps content current, responds to inquiries and follows up on a failed connection. Agree separately on ongoing support.