We build operational infrastructure designed to maximize your organization’s Impact

Our operations work can feature a range of services that will be carefully curated for each organization’s unique needs. Come to us with your operational challenges and we’ll help develop solutions with a clear, customized action plan!

Read on to learn more about some of the services that could be included in your customized solution.

 

Strategy & Project Management

 
 

We support organizations with how to take their ultimate objectives and break them down into smaller action items. This ensures the whole team knows what they’re doing and is successfully set up to work towards achieving the end goal.

  • Support strategic plan implementation

  • Establish team priorities and creation of annual work plan

  • Create and implement project plans

  • Build team’s capacity

  • Goal prioritization

  • Help organization to manage other stakeholders (e.g., board of directors)

 

People Operations

 
 

Using a liberatory and equitable approach, we help workplaces to develop systems, policies and processes that maximize impact, optimize internal systems, and challenge the status quo.

  • Recommend Professional Employer Organization (PEO) options to support people operations functions

  • Manage policy and procedure development

  • Develop guides for employee handbooks

  • Advise on Professional Development

  • Supervisor and Management Support

  • Support recruiting and hiring process

 

Fiscal Sponsorship & Legal Compliance

 
 

In coordination with counsel, our team of experienced professionals identify gaps in compliance to make recommendations on legal needs and support the process of identifying a fiscal sponsor, and fiscal sponsor spin-outs.

  • Help identify a fiscal sponsor

  • Support the management of a fiscal sponsorship spin out

  • Build out project plans for a successful spin

  • Identify the necessary infrastructure for spin out

  • Establish the partners necessary for a spin-out (PEO, accounting, insurance, etc.)

  • Legal Compliance

  • Work with counsel to ensure organizational activities are compliant with donor and IRS requirements

  • Ensure legal compliance through establishing internal policies and procedures

 

Finance & Accounting

 
 

A key part of our work is supporting organizations to manage, understand and organize their finance and accounting. We help bring order and structure to an area that can feel overwhelming to some.

  • Identify and manage accounting partners financial tracking and reporting needs

  • Support the development and management of annual organizational and/or program budgets

  • Develop contract and payment processes

  • Support 990 and audit preparation

  • Support in development of financial management processes

Strategy & Project Management

We support organizations with how to take their ultimate objectives and break them down into smaller action items. This ensures the whole team knows what they’re doing and is successfully set up to work towards achieving the end goal.

  • Support strategic plan implementation

  • Establish team priorities and creation of annual work plan

  • Create and implement project plans

  • Build team’s capacity

  • Goal prioritization

  • Help organization to manage other stakeholders (e.g., board of directors)

People Operations

Using a liberatory and equitable approach, we help workplaces to develop systems, policies and processes that maximize impact, optimize internal systems, and challenge the status quo.

  • Recommend Professional Employer Organization (PEO) options to support people operations functions

  • Manage policy and procedure development

  • Develop guides for employee handbooks

  • Advise on Professional Development

  • Supervisor and Management Support

  • Support recruiting and hiring process

Fiscal Sponsorship & Legal Compliance

In coordination with counsel, our team of experienced professionals identify gaps in compliance to make recommendations on legal needs and support the process of identifying a fiscal sponsor, and fiscal sponsor spin-outs.

  • Help identify a fiscal sponsor

  • Support the management of a fiscal sponsorship spin out

  • Build out project plans for a successful spin

  • Identify the necessary infrastructure for spin out

  • Establish the partners necessary for a spin-out (PEO, accounting, insurance, etc.)

  • Legal Compliance

  • Work with counsel to ensure organizational activities are compliant with donor and IRS requirements

  • Ensure legal compliance through establishing internal policies and procedures

Finance & Accounting

A key part of our work is supporting organizations to manage, understand and organize their finance and accounting. We help bring order and structure to an area that can feel overwhelming to some.

  • Identify and manage accounting partners financial tracking and reporting needs

  • Support the development and management of annual organizational and/or program budgets

  • Develop contract and payment processes

  • Support 990 and audit preparation

  • Support in development of financial management processes

Operations Coaching

We know that Operations roles can often be isolating and we are here to provide support and community for Operations professionals. We offer coaching services to help those in Operations roles strengthen their own knowledge and expertise, share resources, and bring them into our growing Operations network.

  • Fiscal Sponsorship Coaching: Support organizations with any transitions related to fiscal sponsorship, including evaluating new fiscal sponsors, building out realistic timelines for moving fiscal sponsors, budgeting for the transition, and preparing your teams for the transition.

  • Fiscal Sponsorship Transitions: Support in building timelines, determining budgets, and sourcing partners for a move from fiscal sponsorship to independent operations. Solve any challenges that might arise and/or support the many unknowns that come about in these transitions.

  • General Operations: Helping determine and set operational priorities, building out operations work plans, support in sourcing external partners, share resources on multi-entity management (affiliate c3 and c4) and policy development for general operating procedures.

  • People Operations: Review, refine, build out Employee Handbooks, recruiting and hiring for operations roles (job description development, where to post for jobs, hiring workflos, etc.), benefits design, performance management, and compensation frameworks.

*Note that we do not provide executive or leadership coaching, general career coaching outside of operations (career transitions, etc.), conflict mitigation and mediation, or coaching on performance management issues.

Work with the The Ops Collective

Step 1

Fill out our client inquiry form to share more about your needs. We will follow up with you to set up a time to connect.

Note that we will never be in a position to begin work immediately, and so if you need immediate support, we are happy to make recommendations to others in our networks.

Step 2

In our call, we’ll collect all of the information we need to build a custom work plan to achieve your operational goals. If the work is in alignment with our available capacity and our values, we will send you a formal proposal detailing recommended services and fees for the work.

Step 3

We engage in a mutual section process that is thoughtful, elongated and intentional. Upon acceptance of our proposal, we’ll schedule a kick-off call. As the work will be customized to your organization’s needs, in this call we’ll get the chance to delve deeper into the timeline and activities.

FAQS

  • We can come in to work on a quick, discrete project of around 4 weeks - 2 months, we can also work on longer term projects , e.g. 6 - 12 months+ ! How long we work on a project is entirely dependent on each organization’s needs.

  • We’d say the times it makes the most sense are for organizations who:

    • Are going through a transition (in between ops staff, or organizational restructuring)

    • Are experiencing fast paced growth

    • Have operational problems but don't know how to solve them

    • Need temporary capacity for either a period of surge activity, or for discrete projects

    We’re able to see the bigger picture, bring a fresh perspective, and build capacity in your organization all whilst caring deeply about the success and outcomes of our work together. If you’re not sure what it would look like or how we could help then you can email us to schedule a call. With no cost to you, we’ll talk through your options and write a project proposal for your review. Email us to schedule a call.

  • A fiscal sponsor is a nonprofit organization that provides fiduciary oversight, financial management, and other administrative services to help build the capacity of charitable projects. Fiscal sponsor spin out refers to transitioning from being fiscally sponsored to becoming and managing your own independent nonprofit. This article explains different reasons as to why an organization may want to transition out of fiscal sponsorship.

  • A Professional Employer Organization (PEO), is a type of full-service human resource outsourcing known as co-employment. Co-employment is “a contractual allocation and sharing of certain employer responsibilities between the PEO and the client.” In this arrangement, the PEO performs various employee administration tasks, such as employee benefits, compensation and payroll administration, workers' compensation, and employment taxes.

    PEO’s serve as a “one stop shop” for HR needs. They provide the following services:

    • Administer payroll

    • Administer Benefits

    • Provide Compliance support

    • Take care of tax requirements

    • Handle employee related insurances

    They can also provide other services such as employee training services and pitch-in on performance management and talent acquisition efforts.

  • We are a great fit for the following:

    • Social impact organizations, progressive businesses, and nonprofits who share our values, want the best for their team and are open to feedback.

    • Leaders that are open to being challenged, who value our perspective centered on liberation, radical transparency, and worker-led solutions.

    • Those willing to be collaborative and responsive to our work. This could mean empowering your operations team to make big decisions.

    • Movement organizations that appreciate how our team of specialists can help them to see the bigger picture and strategize all the different moving parts to make everyone’s work life more enjoyable, fair, effective, and impactful.

    • People who deeply care about ensuring every aspect of their organization is values-led, be it human resources, finances or strategic operational management.

  • We had the pleasure of working with diverse creatives to develop our new brand.

Got another question? Get in touch.

Client Love

“Despite having Friday's off and being in a different timezone, Aditi was very accommodating scheduling when it came to scheduling to make sure we could keep the project moving along…Aditi's attention to detail throughout the project while also applying an equity based lens was crucial to the project's success.”

Documented

“[We] appreciate the collaborative nature of our work, from brainstorming what the 3-part series could be to openness to feedback; I trusted you all from the start. You brought lots of examples and work/lived experience to your workshops which made everything relatable, credible and grounded. I appreciate the quality of work, the responsiveness, and the ease with which we could work with you.”

Resilience Initiative

“This is the first time I've worked with an operations consultant. I knew I needed help, but didn't even understand the full scope of the help I needed - and that's part of the magnificence of what the Ops Collective provided. They listened to my understanding of my needs and then added their expertise and understanding of HR, accounting and operations in general, in order to forecast and plan for needs that I couldn't articulate. Working with the Ops Collective exceeded my expectations.”

Elephant Circle

“The fantastic members of The Ops Collective are some of my favorite working partners. It's hard to describe how nice it is to collaborate closely with values aligned, fun, and wise humans who have their shit truly together--think high levels of efficiency but also with good jokes and the right amount of time to reflect and think. I highly recommend it.”

Open Seat Strategy

“[Their] prior work with our previous fiscal sponsor both as an internal employee and in assisting other orgs in transitions was invaluable, and [their] knowledge from her past experience helped us prepare and plan for our own transition.”

Anonymous Client