The start of a new year always feels like a fresh notebook. Clean pages, endless possibilities, and the urge to finally get things organized. If you’re leading a small business or nonprofit organization focused on social impact, this is your reminder that you don’t have to have it all figured out (yet). I’m here to help. Whether you’re scrambling to catch up or just looking for a smoother ride this year, these three simple operations practices will put you on solid footing for 2025.

1. Document Your Processes (Seriously, Write It Down)

I know what you’re thinking: “Do I really have to write everything down?” Yes. Yes, you do. If your processes live only in your head (or in a chaotic mix of sticky notes, emails, and your impeccable memory), it’s time for a better system.

Here’s why: documenting your workflows ensures consistency, simplifies team onboarding, and makes scaling easier. It also helps you sleep better at night, knowing your operations won’t crumble if someone takes a day off. Start small:

• • Pick one recurring task, like onboarding a new client or running payroll.
  • Write down every step involved.
  • Store it in a shared tool like ClickUp, Google Drive, or whatever platform works for your team.

Think about it this way: if someone handed you the keys to their house but didn’t tell you where the light switches are, how would you function? That’s what it feels like when your team doesn’t have processes documented.

Pro Tip: Check out my sample process template—it’s a lifesaver when you’re starting from scratch. Trust me, this one habit will transform how you work.

2. Review Your Tools and Subscriptions (Stop Throwing Money Away!)

Raise your hand if you’re paying for a subscription you forgot about. (Yep, me too.) Now’s the time to clean house and make sure every tool you’re using actually serves a purpose.

Here’s how to tackle it:

• • List all the tools and subscriptions you’re currently using.
  • Assess if they’re meeting your needs or if you’re just throwing money at them for no reason.
  • Consolidate where you can to save money and simplify your operations.

Let’s be real: we’ve all fallen into the trap of thinking, “I’ll definitely use this tool someday!” Spoiler alert: someday rarely comes. I’m a fan of reviewing my tools in ClickUp during the 2nd and 4th quarters each year. This ensures I’m not wasting resources or missing out on opportunities to streamline my workflows. Plus, it’s incredibly satisfying to see your expenses shrink when you cut out the fluff.

Pro Tip: If you’re keeping a tool, make sure your team knows how to use it! Schedule a quick refresher training—your wallet and your team will thank you. Sometimes, a quick 30-minute walkthrough can unlock features you didn’t even realize were there.

3. Set Up a Check-In System (Even if You’re an Introvert)

Communication is the backbone of successful operations—and yes, I’m saying this as an introvert who would rather write an email than jump on a call. Setting up regular check-ins with your team or stakeholders will keep everyone aligned and moving forward.

Start with a simple agenda:

• • Wins and updates
  • Challenges and roadblocks
  • Next steps

Whether it’s a quick weekly meeting or a monthly report, these consistent touchpoints create accountability and ensure no one is dropping the ball. If you’re worried about meetings taking up too much time, keep them short and focused. A 15-minute check-in can work wonders when everyone comes prepared.

Also, don’t underestimate the power of asynchronous communication. Tools like Slack or project management platforms can help streamline updates without requiring everyone to be in the same (virtual) room. The goal is clarity and alignment, not endless meetings.

Start Small and Build Momentum

Look, you don’t have to overhaul your operations overnight. Start with one of these practices today. Each small step builds momentum, helping you create consistency and intentionality in your work. By doing so, you’ll set your organization up for a year of growth, impact, and fewer “oh no” moments.

And remember, it’s okay if you don’t have it all figured out. None of us do—not completely. Need help? That’s what I’m here for. If reading this has you feeling overwhelmed or inspired to take action, reach out. Together, we can make 2025 your most organized and impactful year yet. Let’s tackle it one step at a time.