Manufacturer, around 400 employees, three plants
- Mostly hourly, shift based
- No dedicated CSR role
- Program owned by HR with the plant managers
- Giving concentrated near each site
The program shape
Most of the workforce is on a line or on a shift, so anything that depends on a desk and a work inbox will fail here. The program leans on phone capture and on the plant managers, who already know which local organizations matter. HR owns the policy and has no capacity to administer it, which is where the operating layer goes.
- Giving and matching
- Volunteering
- Campaigns
- One community grant round
- Reporting
Matching runs at one to one with a modest annual cap per employee, because a low cap keeps the budget predictable while HR learns what take-up looks like. Volunteer hours are logged from a phone and approved by the plant manager. The grant round opens once a year for organizations within reach of the three sites.
What a year looks like
- JanuaryMatching budget reset for the new year, policy reconfirmed with HR, prior-year giving summaries made available to employees for their own records.
- MarchGrant round opens. GozAround prepares the application form and the eligibility checks; the plant managers and HR review and decide.
- April to MayGrant decisions issued and recorded. Payment requests prepared for finance to release.
- JunePlant volunteer days. Hours logged from phones, approved by the plant manager, rolled into reporting.
- Every monthReceipts reviewed, matches administered against the rules, one payment batch prepared for finance.
- QuarterlyProgram summary drafted for the leadership meeting. HR edits and presents it.
- NovemberYear-end giving campaign, launched from a template with suggested matching and employee copy.
Your team leads
- The matching policy, the cap and the eligibility rules
- Which organizations get grant money
- Relationships with the local organizations near each plant
- Releasing every payment through finance
- What goes in front of leadership
GozAround carries
- Checking nonprofits against the public record before anything is paid
- Reading and reviewing receipts, and calculating matches under your rules
- Building the grant form, the eligibility checks and the reviewer workflow
- Preparing the monthly payment batch and the reconciliation records
- Drafting the quarterly summary for HR to edit
Illustrative workload