Administrative infrastructure for mission-driven organizations.
Practical systems that help nonprofits and human-service programs spend less time struggling with administrative processes and more time moving their mission forward.
Behind every mission are policies, records, reporting requirements, board responsibilities, and administrative systems that must function effectively. Legacy helps organizations build usable systems behind that work.
Program Documentation
- Program forms and intake packets
- Case-documentation templates
- Referral and incident-reporting forms
- Service-tracking tools
- Program checklists
- Workflow documentation
Policies & Procedures
- Administrative procedure manuals
- Program procedure manuals
- Standard operating procedures
- Documentation and intake procedures
- Staff workflow procedures
- Existing policy organization and review
Quality Assurance & Documentation Readiness
- File-review tools
- Documentation checklists
- Quality-assurance tracking
- Corrective-action tracking
- Documentation-readiness reviews
- Internal monitoring tools
Board & Organizational Administration
- Board meeting packets
- Agendas and minutes
- Board and committee calendars
- Committee documentation
- Governance-document organization
- Meeting documentation systems
RFP, Proposal & Grant Administrative Support
- Opportunity and deadline organization
- Proposal coordination and formatting
- Supporting-document organization
- Submission checklists
- Proposal package assembly
- Post-award administrative organization
Program Development Support
- Program workflow development
- Implementation checklists
- Program documentation systems
- Operational planning support
- Process mapping
- Internal program tools and templates
Who we support
This service is particularly appropriate for nonprofit organizations, human-service organizations, community-based organizations, social-service programs, emerging nonprofits, growing programs, and organizations preparing for expansion or facing documentation challenges.
Nonprofit administrative needs rarely fit neatly into one category. Legacy can develop a customized scope around your organization’s specific priorities.