SV Branches works with Urban Ed Academy to organize and manage emails, calendars, events and finances to optimize the Executive Director’s daily workload.
Randal Seriguchi, Executive Director of Urban Ed Academy, was challenged daily with managing his ever increasing number of meetings and emails related to the growth of his organization. He recognized he needed support in order to free his capacity to focus on the vision and leadership required of him as an Executive Director. Randal contacted SV Branches to help him get the administrative support he needed, to sort through his emails, calendar and expenses.
SV Branches assigned senior Executive Assistant, Diane Tarapata, to work daily with Randal to set goals and optimize his day so that he can meet the challenges of a growing organization. Diane began her work with Randal by actively listening to his goals and needs, and then began managing his emails and calendar, optimizing and automating his expenses, and prioritizing what Randal needed to attend to. Through this comprehensive support, Randal now has more time and capacity to focus on his key goals.
Creating efficiencies in business operations of Urban Ed Academy.
Clearing the way for the Executive Director to optimize his time and focus, getting the clutter of daily work off his plate.
Timeliness in responding to key communication and grant deadlines by tracking dates
Allow Urban Ed Academy’s Executive Director to focus on the business of education and not to worry about administrative tasks.
AREAS OF FOCUS
BENEFITS
SV Branches does the heavy lifting so that Rooted School Indy can focus their attention on the work that needs to be done to ensure their students are equipped to succeed in their post- secondary plans.
Acts as a point of contact for Rooted School Indy’s new hires, including tracking all new hire paperwork
Conducts background and reference checks, salary and employment verifications
Assists with staff recruitment as needed
Ensures completeness of supporting documentation for payroll processing and payments
Invoice coding and data input into Quickbooks.
Supports during audits, including preparing all required documentation for the auditing process
Responds to emails
Schedules meetings
Organizes travel and accommodations
Manages client contact list
Prepares customer spreadsheets and keeps online records
Organizes Executive’s multiple calendars
Maintains accuracy of School Nutrition Reporting
Attends weekly Operation meetings
Creates presentations, as assigned
Organized and managed back office support
Established the systems needed to ensure the Executive Director is organized and focused on the mission of the organization
Created an improved auditing process
Developed a streamlined and effective invoicing process, resolving challenges with inaccurate invoice processing
Enhanced organizational efficiency by converting invoices and staff files into electronic format and by implementing an electronic approval system, replacing the previous paper-based system
Rooted School Indy exists to provide
students personal pathways to financial freedom.
VALUES
Rooted School Indy: