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How to Start a Nonprofit Organization In 5 Simple Steps

Success

Donors asked if they can deduct the cost of the donated items on their tax return, and a few people suggested you make your project legal by filing for nonprofit status. Will the secretary be able to keep track of the records and filings? Each state has different rules and regulations for filing.

Filing 162
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It’s time to review (or create) your document retention policy

BMT Office Administration

Legal consult proves especially helpful in matters involving the organization’s litigation hold policy. Their advice places a legal hold on physical and electronic records that should not be deleted because of potential future use. When constructing your policy, examine legal and regulatory guidelines.

Policies 105
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Employee Monitoring: How to (and not to) track employee productivity

BMT Office Administration

Post-COVID-19, many employee tracking software programs started popping up, allowing companies to track employee productivity , computer activity, emails, and even individual keystrokes. Screen sharing of an employee’s computer will update managers on an employee’s progress on tasks, emails, and other workflows.

Filing 52
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Stay organized and secure with electronic records management

BMT Office Administration

Jan bit her lip and hoped that Laura had not accidentally tossed evidence the legal department might need in a harassment lawsuit. Many serve as supporting evidence when the company files taxes or gives reports to other federal agencies. Electronic files allow approved people to get what they need regardless of where they are at.

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Snail Mail 101

Clutter Coach

This category includes bills, medical forms to file, an insurance or telephone plan to compare with what you have now, information about a product you intend to buy and a list of activities put on by a group you belong to. Be careful about filing too much. Most people’s file cabinets are neglected paper graveyards.

Medical 100
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The Do’s And Don’ts Of Digital Document Management Systems (DMS)

Small Business CEO

If important files, such as client proposals, technical notes or legal NDAs for example, generated on laptops or Tablets belonging to outreach personnel are not backed up, then you could end up losing precious data if they are lost, stolen or tampered with. Image and video files, as an example, can be heavy on storage.

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Trello vs. Monday.com: Which platform is best for task management?

BMT Office Administration

In short, gone are the days of keeping track of umpteen email threads and Slack chats to stay on top of your team’s progress. Three years later, in 2017, Trello was purchased by Australian software company Atlassian, best known for being the creator of Jira, another project management software. Legal request forms. Order forms.