DESCRIPTION:

HR documentation is one of the most important—and most overlooked—parts of managing a nonprofit team. This session will walk through the essential types of documentation across the employee lifecycle, including hiring, onboarding, compensation and benefits, performance, and separation. We'll also highlight common documentation mistakes to avoid and why proper recordkeeping matters.

This workshop will use real-world examples and provide practical tools, including checklists and templates you can adapt for your own organization. Participants will leave with a clear understanding of what belongs in an employee file, how to collect and maintain it, and the risks of missing documentation. Whether your nonprofit has one employee or many, this session will help you build systems that save time, money, and stress while strengthening your HR foundation.

WHO SHOULD JOIN:

The Nonprofit Cafe session is ideal for nonprofit leaders who oversee employees or manage their organization's HR function.

ABOUT THE SPEAKERS:

Anne Donovan is an HR Consultant, specializing in talent retention and development. She values her work in helping businesses develop long-term strategies that help them thrive. She is a veteran human resources leader known for dramatically improving employee retention. Her successes include leading culture shifts during difficult times, spearheading leadership development programs, and creating succession plans to ensure strong futures for organizations. She has a talent for spotting the potential in people and is passionate about supporting people so they can realize their full potential. Leading with a People-First Philosophy, she helps companies and people thrive. Anne holds a BA in Psychology and Spanish from Indiana University and is SPHR and SHRM-SCP certified. She is an active member of her community and serves on the Board for Philanthropic Education Organization and Bozeman Professional Women. When she's not growing her small business, Donovan HR Solutions, she enjoys gardening, hiking, skiing, and running with her dogs.

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If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Chloe Loeffelholz at chloe@onevalley.org or 406-587-6262 x 70.