Organization and Executive Support:
- Manage email, prioritize communications, draft responses, and flag messages that need attention.
- Maintain the calendar with upcoming events, meetings, appointments, and deadlines.
- Coordinate with others, send reminders and confirmations, and ensure the information needed for a meeting is available beforehand.
- Keep relevant records and databases current.
Project Coordination:
- Coordinate SDV Network initiatives, including virtual events, webinars, and training.
- Maintain task lists, track action items, set reminders, and support time tracking where required.
- Coordinate with collaborators and service providers.
- Monitor SDV Network’s platforms and follow up on items that need attention.
- Maintain a clear view of what is happening, what is waiting, and what needs to happen next.
- Investigate causes when tasks are stalled.
- Raise risk to deadlines early.
- Close the loop when work is complete.
Information and Document Management:
- Prepare professional emails, templates, documents, reports, presentations, and collateral.
- Conduct research to support the founder’s decisions and strategic planning.
- Turn research findings into actionable insights.
- Contribute ideas regarding internal challenges and address clients’ needs.
- Brainstorm, map processes, and recommend effective approaches.
Zoho CRM Implementation:
- Review existing setup, identify gaps, implement improvements, and test the complete system.
- Import and clean contacts from LinkedIn, spreadsheets, mailing lists, and other sources.
- Review tags, lead statuses, and custom fields.
- Recommend missing information for marketing and relationship management.
- Maintain clear, reliable filters for contact management.
- Set up communication permission tracking, including opt-in information and GDPR-related records.
- Connect landing pages and sequenced response messaging.
- Review and repair integrations with websites, book landing pages, and training portals.
- Streamline calendar scheduling.
- Set up automated nurture sequences and branded email templates.
- Build clear pipelines and useful reporting dashboards.
- Test search, filtering, and workflows using realistic campaign scenarios.
- Provide demonstrations, walkthroughs, and simple operating procedures.
Content and Communications:
- Draft, edit, and proofread blog posts, newsletters, video content, email campaigns, social posts, presentations, and marketing materials.
- Ensure communications are consistent with identity, mission, and tone of voice.
- Help develop and refine brand guidelines.
- Check accuracy, spelling, structure, and presentation.
Learning and Marketing Support:
- Translate material into effective online learning modules.
- Integrate multimedia to improve understanding.
- Configure and maintain the learning management system.
- Develop, schedule, and publish social media content.
- Set and work toward monthly follower growth targets.
- Monitor performance and recommend improvements.
- Support targeted campaigns for nonprofit decision-makers and volunteers.
- Track results and prepare reports.
Outreach and Digital Presence:
- Prepare personalized outreach messages and follow-ups.
- Maintain records of conversations, commitments, and next steps.
- Manage updates to websites to reflect current programs and offerings.
- Monitor online engagement and suggest improvements.
- Research nonprofit sector trends, competitors, and marketing opportunities.
- Identify and recommend relevant industry awards and recognition opportunities.
Process Improvement and AI Utilization:
- Review operational processes and identify practical improvements.
- Create and refine standard operating procedures.
- Explore how AI and other tools can assist with research, drafting, organization, and routine tasks.
- Analyze recurring problems and implement long-term solutions.
- Review AI-generated outputs for accuracy, relevance, and appropriateness.
- Ensure all work is verified before publication or operation.
