Anais Castellanos

Operations and Grants Project Management Portfolio

About Me

Hi, I'm Anais. Welcome to my portfolio! Thanks for stopping by and taking a moment to check out my work.

When I first started my career, I found myself managing grant projects, and that initial role ignited a passion for making a difference in the nonprofit sector. Since then, I've embraced a variety of roles within nonprofits and startups, delving into operations, talent management, and account management.

Volunteering and traveling have significantly enriched my perspective, and each experience has shaped the way I approach my work. These adventures have not only broadened my understanding of different cultures and practices, but they've also inspired me to be adaptable in diverse environments.

Over the past ten years, I've honed a diverse set of skills, but I believe the true secret to my adaptability lies in the systems I've built to stay organized. By streamlining repetitive tasks, I've been able to focus on strategic initiatives and celebrate the meaningful milestones along the way. This approach has empowered me to not only excel in my roles but also to support my teams in thriving.

I am genuinely passionate about helping teams create quick and tailored solutions to their challenges. It's incredibly rewarding to witness the transformation that effective systems can bring. So, let's dive in together and explore how I can contribute to creating outcomes for your organization.

My Approach

Build

Create robust systems tailored to your organization's unique needs

Connect

Integrate tools and teams for seamless collaboration

Optimize

Refine workflows for maximum efficiency and impact

From Complexity to Clarity

!

Before: Scattered Systems

Grants

❌ Outdated

Donors

⚠️ Missing

Files

🔍 Lost

HR

❌ Broken

Finance

⚠️ Manual

Reports

📊 Scattered

CHAOS

CONFUSION

ERRORS

After: Unified Dashboard

Live Data

✅ Synced

Analytics

✅ Real-time

Automated

✅ Active

Integrated Dashboard

All systems connected & optimized

ORGANIZEDEFFICIENT

Workflow Transformation

Before
✏️

Manual data entry

✉️

Email back and forth

📊

Spreadsheet updates

📄

Manual reports

8+ hrs/week

Time spent on manual tasks

Exhausting & error-prone

After

Automated data sync

🔔

Smart notifications

Real-time dashboards

Instant insights

2 hrs/week

Time spent on the same tasks

Efficient & accurate

Potential Outcomes

Real results from streamlined operations and automated workflows

75%

Time Saved

in manual tasks

More time for strategy

99%

Data Accuracy

with automated systems

Reduce the chance of errors

3x

Faster Reports

generation speed

Instant insights

Productivity Tools

Collaborative platforms and organizational tools to enhance team efficiency and knowledge management

78% OKR Progress

Departmental Hubs

  • Real-time project dashboards
  • Quick access links
  • OKR progress tracking
👤
👤
12 votes
✓ Approved

Co-Creation Pages

  • Multi-user collaboration
  • Idea voting feature
  • Approval workflow integration

Historical Archive

  • Cloud-based document storage
  • Searchable legacy data
  • Multi-format file support

Development & Fundraising

Powerful tools to maximize your fundraising potential and build stronger donor relationships

Revenue

Total Revenue

  • • Multi-platform revenue tracking
  • • Filter & search capabilities
  • • Strategic insights dashboard
📊 Grants Dashboard
Submissions DueMar 15
Proposals Ready3

Grants Workflow

  • • Automated deadline reminders
  • • Proposal & report tracking
  • • Calendar integration
💝 Major Gifts Pipeline
12 prospects
$125K Total Revenue

Development CRM

  • • Donor pipeline visualization
  • • Multichannel campaigns
  • • Priority scoring system
Volunteer Pipeline
24
Events
12
Admin
18
Outreach

Volunteer Recruitment

  • • Website form integration
  • • Automated email campaigns
  • • 50% time savings achieved

Resource Management

Streamlined financial and operational tools to keep your organization running smoothly

Budget
Activities
Systems
● Live Data

Quarterly Reports

  • • Program activity reports
  • • Budget vs actual analysis
  • • Real-time data integration
💰 Automated Accounting
$

Fast-track Bookkeeping

  • • Invoice sync automation
  • • Preset categorization rules
  • • 75% faster processing
📊 Monthly Reports
Purchase
Time Off

HR & Financial Requests

  • • Automated form processing
  • • GAAP compliance built-in
  • • Financial request tracking

Customized Solutions

Tailored tools and systems designed to streamline your operations, boost productivity, and drive meaningful results for your organization.

Solutions Tailored to Your Challenges

Custom approaches designed specifically for your unique business needs and goals.

Systems Built Around Your Expertise

Streamlined workflows informed by your existing procedures and team dynamics.

Lean Implementation

Explore innovative, simple solutions to discover the perfect fit for your needs, without the burden of high software costs.

Let's Connect!

I'm excited about the chance to join a team where I can help make a difference! I love finding ways to help a small, focused group work more smoothly and lighten their load. If that sounds like a good match, I'd be thrilled to chat and see how I can pitch in!