Operational procedures and event budgeting

Business context

Shared-space operations and recurring staff tasks needed documented guidance. Event planning also required a consistent way for resident assistants to prepare budgets and submit supply lists using shared technology.

Approach

1. 01

   Documented shared-space operating procedures and routine staff responsibilities.

2. 02

   Wrote a standard operating procedure for resident assistants to use Excel to prepare an event budget within OneDrive.

3. 03

   Established a common process for submitting event supply lists through shared technology.

Results and implications

Resident assistants used the Excel and OneDrive procedure to submit consistent supply lists for their events. The SOP documented how to use the shared tools and provided a common submission process for staff.