JANE ZHANG: Technology Planning
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Transcript of JANE ZHANG: Technology Planning
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Embracing Technology: Tips, Tools & Best Practices for NonprofitsDigital Nonprofit ConferenceApril 13, 2016
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Just a bit about us …
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We’re a small nonprofit based in Toronto and a program of the Centre for Social Innovation
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We make technology more affordable through the Technology Donations Program
Register your charity, nonprofit or library to see which products you’re eligible for: www.TechSoupCanada.ca/Getting_Started
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How it works
TechSoup Canada
NonprofitMicrosoft
Adobe
Symantec
ReadyTalk
Sumac
Nonprofit Nonprofit
Nonprofit Nonprofit
Nonprofit
Nonprofit Nonprofit
Nonprofit
NonprofitNonprofit
Nonprofit
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Registration
Any nonprofit, charity or library in Canada can
register
Registration is free
Submit qualification
documentations
techsoupcanada.ca/join/signup
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Eligibility
Each donor partner (Microsoft, Adobe etc.) has their own eligibility criteria
Your organization type budget and
mission (aka activity) determines
your eligibility
techsoupcanada.ca/eligibility
x
**Eligibility may change over time (e.g., Nonprofits
became eligible for majority of our programs in 2013)
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Qualification
The registration, qualification &
eligibility process typically takes 2-10 business
days
techsoupcanada.ca/support/how-it-works
Your application & your organization's
legal status as a charity, nonprofit or
library has been verified
Qual·i·fied
As soon as you’re qualified, you can
log in to your account & view
your organization’s eligibility any time
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Requesting Donations
Request donations as
often as you want through our online shop
Each donor partner has an
“allotment”
techsoupcanada.ca/support/how-much-can-i-order
Add to cart
Admin fees 4-10% of retail value
$519 retail
$41 TechSoup
Canada
1 of 4 used
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Why is technology important?
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TechnologyFundraising
Finances
Mission
Prog
ram
s
Serv
ices
Prog
ram
s
Serv
ices
This is your nonprofit
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Technology
“Wait, technology as my foundation?”
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You bet. Here’s how technology is helping you achieve your mission
Strategy
Infrastructure
Back Office
Data Management
Communications
Programs
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laying the groundwork with good INFRASTRUCTURE
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Computers, servers & equipment
Network & internet
connection
Backup Security Tech policies
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It doesn’t matter if your house is well kept when
your basement is flooded
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Ensure computers have anti-
virus software & that it scans
regularly
Make sure you have someone local you
can call for tech
support
Computer giving you a
weird message?
Ask Google!
Consider local
backup, remote
backup, or both
Security starts
with you!
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[TIP] Take inventory of your techbit.ly/tech-inventory
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organize yourBACK OFFICE
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Working on documents as a team
File storage and software
Event & meeting
scheduling
FinancesProject
Management
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[CASE STUDY]Brampton Caledon Community Living moved their back office to the cloud. Read the full case study here:techsoupcanada.ca/community/blog/office-365-for-nonprofits-lunch-learn-recap
43 locations on one old, slow email
server
Documents were emailed out – risk of missing
up versions
Got rid of server, moved email to the cloud (Office
365 for Nonprofits)
Shares files on OneDrive –
everyone has the same version
v2v1
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Cloud Suites for Office Administration• Email• Storing files• Collaborating on documents• Internal websites (intranet/wiki)• Simple external websites• Instant messaging• Video conferencing
https://www.techsoupcanada.ca/en/community/blog/jane-vs-tierney-cloud-tools-for-office-administration
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[TIP] Plan and implement in phases
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DATA MANAGEMENT
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members donors
funders
volunteers
volunteer opportunities
outcomes
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[CASE STUDY]
“When we used Access and Excel spreadsheets, it would take staff nearly a month to produce one report ... now that we have Sumac as our CRM, it takes one hour to generate a report.”
- Cambridge Self Help Food Banktechsoupcanada.ca/community/blog/crm-case-study-cambridge-self-help-food-bank-and-sumac
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[CASE STUDY]
“Before using a CRM, we did not have one place to store all of our information … now that we use a CRM, I can look up past events and have access to key information (such as press releases, articles, contact information, etc.) in one place.”- Maytree Foundationtechsoupcanada.ca/community/blog/crm-case-study-maytree-foundation-and-salesforce
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boost your COMMUNICATIONS
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www
Website
Email (newsletters, solicitations,
updates)
Social Media Digital Storytelling
Web conferencing/
online meeting
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[CASE STUDY]Goodwill celebrated Labour Day by sharing 150 success stories on Twitter. Read more about it at:bethkanter.org/150jobs
Used Twitter and a dedicated
hashtag, #150jobs
Shared one story per hour of someone who
has found work, education or volunteer
opportunities with support from Goodwill
Engaged the community!
Industries International. Inc,
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Use a Content
Management
System such as
WordPress for your website
Sign up with CanadaHelps & put a Donate
Now button on your website
Use an Email
Marketing Service
like MailChimp
Meet online
to cut travel costs
Build authentic
relationships online
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Is your
website mobile-
friendly?
http://www.beaconfire.com/blog/2015/04/are-you-ready-for-googles-next-search-algorithm-update
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run efficientPROGRAMS
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Program delivery
Tracking program data
Technology can improve
Administration & logistics
Communicating with partners &
stakeholdersCommunicating
with clients
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[CASE STUDY]Furniture Bank collects donated furniture and housewares and provides them to people who have recently transitioned out of homelessness, women and children escaping abusive situations, and refugees & newcomers to Canada. Learn more @ furniturebank.org/ipad-can-change-500-families-lives
Manual Processing New Solution
Lots of paper work. High client wait times (16
minutes)
Lost time per year equivalent to 50 working
weeks
Able to serve an additional
500 clients per year!
iPad + Salesforce
intake decreased client wait
times (5 minutes)
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align yourSTRATEGIES
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Do your strategic goals have accompanying technology
goals?
Do you have a technology budget?
Are your leadership and board supportive of technology?
I.T.
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[CASE STUDY]Timeraiser’s board and staff see technology as key to achieving their mission. View their strategy and budget online at planning.timeraiser.ca
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Strategy
Infrastructure
Back Office
Data Management
Communications
Programs
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Next Steps1. Do a full tech assessment
2. Check for cost savings
3. Pick 1-3 short term goals
4. Pick 1 or more long term goals
5. Document your plans
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bit.ly/np-tech-assessment
Take the Tech Self-Assessment
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Make the most of your IT Budget
TechSoup technology donations program Open source softwareCrowdsource ideas (#nptech, NTEN)Reviews/suggestions of tools for nonprofits (TechSoup.org, TechSoup Canada, Idealware)
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Questions?techsoupcanada.ca@techsoupcanada facebook.com/[email protected]