OUTLOOK / SHAREPOINT REPORT TICKLER SYSTEM
Using Outlook to Scaffold Financial and Regulatory Complinace and to Model a Grant Report Tickler System for Not-For-Profits
Not-for-Profits often operate on a shoe-string budget for administrative and infrastructure costs and staff. At the same time they are held increasingly accountable by sponsors who require high-cost OMB Audits and other reviews. With the fall-out from Enron and abuse in both the profit and not-for-profit worlds, this stringency is likely only going to increase.
As a new compliance specialist with backgrounds in both information technology and instructional design, I tried implementing/modeling a compliance strategy and job-aid for myself and others for submitting reports in timely fashion for the not-for-profit agency I work for. Because of budget constraints, I experimented with various tools at hand – Microsoft Access, Excel, and Outlook Calendar and Mail and at this writing, SharePoint Services.
First Phase – Modeling the Grant Reporting Tickler System in Outlook.
Reflections and Looking Forward
Second Phase - Moving the Tickler System to SharePoint Services.
Reflections
on Developing in SharePoint Services (word doc with vid caps - 4M)
Report
System Training
In case you arrived here through the back door ...