The Three C’s of NPTech

Slide 1: The Three C’s of NPTech Contacts, Communications, Cash A presentation to the CTC VISTA Project January 19, 2007 http://organizerscollaborative.org/presentations

Slide 2: Before We Begin . . .

Slide 3: Before We Begin . . . Challenge People, and especially organizations, are slow to understand new technology

Slide 4: Before We Begin . . . Challenge People, and especially organizations, are slow to understand new technology Strategies •Find peer organizations to demonstrate impact •Make sure to talk about technologies in lay terms •Link technology solutions to achieving mission

Slide 6: Before We Begin . . . Challenge Non-profits, especially small ones, are reluctant to spend money on technology

Slide 7: Before We Begin . . . Challenge Non-profits, especially small ones, are reluctant to spend money on technology Strategies •Educate yourself about ROI and then educate the NPO •Find sources of inexpensive software and hardware •Link technology solutions to achieving mission

Slide 9: Before We Begin . . . Challenge Non-profits, of all sizes, often have no plan for their information and communication technologies

Slide 10: Before We Begin . . . Challenge Non-profits, of all sizes, often have no plan for their information and communication technologies Strategies •Educate yourself on the tech planning process •Get leadership (program manager, ED, board) enthusiastic about creating a plan •Use Npower’sTechAtlas (http://www.techatlas.org) to get quick handle on needs •Link technology solutions to achieving mission

Slide 11: Before We Begin . . . Challenge Non-profits, of all sizes, often have no plan for their information and communication technologies Strategies •Educate yourself on the tech planning process •Get leadership (program manager, ED, board) enthusiastic about creating a plan •Use Npower’sTechAtlas (http://www.techatlas.org) to get quick handle on needs •Link technology solutions to achieving mission •BE PATIENT

Slide 12: Contacts

Slide 13: Contacts Nonprofits are about people - members, constituents, funders, legislators, donors

Slide 14: Contacts Nonprofits are about people - members, constituents, funders, legislators, donors Your ability to succeed is related to your ability to manage and understand the people you are connected to.

Slide 15: Contacts Nonprofits are about people - members, constituents, funders, legislators, donors Your ability to succeed is related to your ability to manage and understand the people you are connected to. This is where Customer (or Constituent) Management Relationship (CRM) tools come into play.

Slide 16: Contacts What makes a CRM a CRM? Holistic Consolidates Coordinates Improves data integrity

Slide 17: Contacts some examples CiviCRM - http://www.civicrm.org Web-based, open source, based on Drupal or Jamoola, free, needs some tech skill Salesforce - http://www.salesforce.com Used by for-profit sales folks, have free NPO program, web-based, have support ODB - http://organizersdb.org Open source, free, based on VB (works like MS Access), PC platform only

Slide 18: Contacts Demo CiviCRM 1.6 http://demo.civicrm.org/drupal/

Slide 19: Communications

Slide 20: Communications Clearly outreach, marketing, and internal / external communications are important

Slide 21: Communications Clearly outreach, marketing, and internal / external communications are important This may be one of the easiest ways to get NPOs on board with technology

Slide 22: Communications Clearly outreach, marketing, and internal / external communications are important This may be one of the easiest ways to get NPOs on board with technology Three important areas - email, web, graphic design

Slide 23: Communications some examples - EMAIL Eudora - http:/ / w w w .e udo ra.co m Free email client, small ads included Gmail - http://www.gmail.com Web-based email, integrates discussion groups, chat and other collaborative tools Constant Contact - http:/ / w w w .co nstantco ntact.co m Web-based, mass mailing system Worldmerge - http:/ / w w w .co lo rado so ft.co m/ w o rldmrg Creates personalize, merged email

Slide 24: Communications EMAIL Demo Constant Contact http://www.constantcontact.com

Slide 25: Communications some examples - WEB: HOSTING Dreamhost - http://www.dreamhost.org Has nice control panel, free for NPO Community Software Lab - http://www.thecsl.org Free web hosting & low-cost software dev Grassroots .org - http://www.grassroots.org Free web-hosting, program for web design

Slide 26: Communications WEB: HOSTING Demo of Dreamhost http://www.dreamhost.com Free hosting for NPOs at Dreamhost http://wiki.dreamhost.com/index.php/Non-profit_Discount

Slide 27: Communications WEB: Content Management System (CMS) A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features:

Slide 28: Communications WEB: Content Management System (CMS) A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features: Templates can change quickly

Slide 29: Communications WEB: Content Management System (CMS) A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features: Templates can change quickly Content is easy to edit

Slide 30: Communications WEB: Content Management System (CMS) A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features: Templates can change quickly Content is easy to edit Features can build upon each other

Slide 31: Communications WEB: Content Management System (CMS) A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features: Templates can change quickly Content is easy to edit Features can build upon each other As web standard changes built in

Slide 32: Communications WEB: Content Management System (CMS) A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features: Templates can change quickly Content is easy to edit Features can build upon each other As web standard changes built in Manage workflow -- often with multiple users

Slide 33: Communications WEB: Content Management System (CMS) A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features: Templates can change quickly Content is easy to edit Features can build upon each other As web standard changes built in Manage workflow -- often with multiple users Manage documents

Slide 34: Communications some examples - WEB: CMS Wordpress - http://www.wordpress.org & http://www.wordpress.com Primarily a blogging system, easy to use, many plugins Drupal - http://www.drupal.com Lots of functionality, community building potential, needs intermediate to advanced tech skill to setup, large npo user community Joomla - http:/ / w w w .jo o mla.o rg Similar to Drupal, level of entry easier

Slide 35: Communications WEB: CMS Demo of Wordpress http://www.grassrootsradioxii.org

Slide 36: Communications some examples - GRAPHIC DESIGN Inkscape - http:/ / w w w .inkscape .o rg Free, vector-based illustration software Gimp - http:/ / w w w .gim p.o rg Free, photo editing tool Impress - http:/ / w w w .o pe no ffice .o rg Presentation app part of free office suite Vista Print - http://www.vistaprint.com One of many low-cost printing services

Slide 37: Cash

Slide 38: Cash As important as people, financial resource are crucial for a stable NPO. Here are three areas to look at how technology can help:

Slide 39: Cash As important as people, financial resource are crucial for a stable NPO. Here are three areas to look at how technology can help: Transactions

Slide 40: Cash As important as people, financial resource are crucial for a stable NPO. Here are three areas to look at how technology can help: Transactions Bookkeeping

Slide 41: Cash As important as people, financial resource are crucial for a stable NPO. Here are three areas to look at how technology can help: Transactions Bookkeeping Fundraising

Slide 42: Cash some examples - TRANSACTIONS Network for Good / Groundspring http://www.networkforgood.com http://www.groundspring.com Credit card donation services (free & customized versions) Pay Pal - http://www.paypal.com Linked to bank account, no NPO status required - low fees Merchant Account - various site - one is http://www.echo-inc.com

Slide 43: Cash TRANSACTIONS Demo of Network for Good http://www.ltc.org Demo of Groundspring http://www.organizerscollaborative.org/donate Demo of Paypal http://www.compartners.org/donate

Slide 44: Cash some examples - BOOKKEEPING / BUDGETS Quickbooks for Nonprofits http:/ / w w w .te chso up.o rg/ sto ck Accounting software made affordable via TechSoup donation program Calc - http://www.openoffice.org Free spreadsheet app part of office suite

Slide 45: Cash some examples - FUNDRAISING CiviContribute - http:/ / civicrm.o rg/ civico ntribute Module works with Drupal / Jamoola and CiviCRM to accept and track donatoins Charity Badge - http:/ / pro mo tio ns.yaho o .co m/ giving Using the power of social networking to build financial resources Echo Bat - http:/ / w w w .hive minds.co .uk/ no de / 729 Module for Drupal 4.6 that tracks donations visually

Slide 46: Cash FUNDRAISING Demo of Charity Badge - http://promotions.yahoo.com/giving Demo of Echo Bat - http://www.organizersdb.org

Slide 47: Some Key Resources TechSoup - http://www.techsoup.org NTEN - http://www.nten.org DotOrganize Tool Crib - http://toolcrib.ning.com Organizers’ Collaborative - Tech Tips http://organizerscollaborative.org/techtips RSS - NPTech

Slide 48: Some Additional Resources Bryght - http://www.bryght.com Online hosting of Drupal CTCNet - http://www.ctcnet.org Lots fo resources for community tech including access for all grants Alliance for Tech Access - http://www.ataccess.org Resources for ensure equality of access for those with disabilities More Graphic Design Resources: http://www.photofiltre.com http://www.ironfonview.com http://www.xnview.com

Slide 49: My Contact Info Felicia M. Sullivan Organizers’ Collaborative 14 Beacon Street - Suite 707 Boston, MA 02108 [ v ] 617.720.6190 [ e ] felicia@oc-tech.org [ w ] http://www.organizerscollaborative.org

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