0
ABOUT TECHSOUP CANADA
Is my org eligible?
a) Does your business
number end in
RR0001?
b) Do you have a
Letters Patent from
Industry Canada?
c) A...
KEEP IN TOUCH
@jzhang99
@tierneys
@techsoupcanada
facebook.com/techsoupcanada
techsoupcanada.ca/community/blog
youtube.com...
TOOLS THAT MAKE IT EASY TO…
W O R K W I T H
O T H E R S
1. Schedule
meetings
2. Host online
meetings
3. Get feedback
on do...
SCHEDULE MEETINGS
Problem:
• Every time you try to schedule a meeting you have
to send 1,000 emails back and forth to find...
DOODLE
DOODLE
S P E C S
Cost: free
Platforms: online
Mobile: somewhat
mobile-friendly
website
T H I N G S I T W I L L L E T
Y O U...
SCHEDULE MEETINGS
Other ideas:
• http://www.smashingapps.com/2011/07/14/five-simply-
effortless-tools-for-meeting-and-sche...
HOST ONLINE MEETINGS
Problem:
• You need to meet with people who aren’t physically
close by
• Travel is expensive and time...
GOTOMEETING
GOTOMEETING
S P E C S
Cost: $46/year for qualified
orgs
https://www.techsoupcanada.ca/en/cit
rix/product/gotomeeting-1-yea...
HOST ONLINE MEETINGS
Other ideas:
• Skype (free, up to 10 people)
• Google+ Hangout (free, up to 10 people, includes
video...
GET FEEDBACK ON DOCUMENTS
Problem:
• When you have a document you want feedback on,
you email it to several people
• They ...
GOOGLE DOCS
GOOGLE DOCS
S P E C S
Cost: free
(paid if using Google Apps for
Business)
Platforms: online
Mobile: app for Android,
mobil...
GET FEEDBACK ON DOCUMENTS
Other ideas:
• http://www.techsoupcanada.ca/en/community/blog/jane-vs-
tierney/challenge-3-docum...
GET INPUT
Problem:
• Getting input or information from others – whether
inside or outside your organization – can be a
man...
GOOGLE FORMS
GOOGLE FORMS
S P E C S
Cost: free
(paid if using Google Apps for
Business)
Platforms: online
Mobile: app for Android,
mobi...
GET INPUT
Other ideas:
• Survey tools e.g. Survey Monkey
• http://www.techsoupcanada.ca/en/learning_centre/articles/onli
n...
TRACK IDEAS
Problem:
• You have all these great ideas and pieces of info
and it’s all on pieces of paper or you forget
• H...
EVERNOTE
EVERNOTE
S P E C S
Cost: free
(upgrade to get more space
& collaboration features)
Platforms: online,
Windows, Mac
Mobile:...
TRACK IDEAS
Other ideas:
• Mindmapping is great if you are a visual person
• http://spyrestudios.com/15-great-mindmapping-...
TRACK TASKS
Problem:
• You have so many tasks to do that you forget about
some of them and they slip through the cracks
• ...
TRELLO
TRELLO
S P E C S
Cost: free
Platforms: online
Mobile: app for
Android and
iPhone
T H I N G S I T W I L L L E T
Y O U D O
•...
TRACK TASKS
Other ideas:
• http://www.tripwiremagazine.com/2010/03/35-very-useful-
online-tools-for-improving-your-project...
TRACK EXPENSES
Problem:
• Tracking and categorizing all your expenses is
tedious and time-consuming
• You don’t have an ea...
MINT.COM
MINT.COM
S P E C S
Cost: free
Platforms: online
Mobile: app for
Android, iPhone
and iPad
T H I N G S I T W I L L L E T
Y O...
TRACK EXPENSES
Other ideas:
• http://www.computerworld.com/s/article/9231406/10_smartph
one_apps_that_can_help_track_your_...
STAY SOCIALLY CONNECTED ONLINE
Problem:
• You want to be social online, but it takes too much
time
• You are having diffic...
HOOTSUITE
HOOTSUITE
S P E C S
Cost: free for up to 5
profiles
Paid plans start at $9/month
20% discount for qualified
charities
Plat...
STAY SOCIALLY CONNECTED ONLINE
Other ideas:
• Tweetdeck – free and great for Twitter
• Postling – small monthly cost, inco...
EMAIL LARGE GROUPS
Problem:
• You want to send out a newsletter, or let your
supporters know about a big announcement
• If...
MAILCHIMP
MAILCHIMP
S P E C S
Cost: free for < 2,000
subscribers
(above that, 15% discount for
nonprofits)
Platforms: online
Mobile:...
EMAIL LARGE GROUPS
Other ideas:
• http://www.techsoupcanada.ca/en/community/blog/jane-vs-
tierney/challenge-1-newsletters
MAKE QUICK VIDEOS
Problem:
• You have some great pictures from your program or
an event
• You want to put them together in...
ANIMOTO
ANIMOTO
S P E C S
Cost: free
($3/month for longer videos
& more features)
Platforms: online
Mobile: app for
iPhone and And...
MAKE QUICK VIDEOS
Other ideas:
• http://www.techsoupcanada.ca/en/learning_centre/articles/a_f
ew_good_tools_video_editing
...
ORGANIZATION SOFTWARE
Software to consider for your organization:
• Constituent Relationship Management (e.g. Sumac,
Sales...
Ten Online Tools for Busy Nonprofit Leaders
Ten Online Tools for Busy Nonprofit Leaders
Ten Online Tools for Busy Nonprofit Leaders
Ten Online Tools for Busy Nonprofit Leaders
Ten Online Tools for Busy Nonprofit Leaders
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Ten Online Tools for Busy Nonprofit Leaders

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Do you wish you were “working smarter, not harder”? In this session we’ll demo ten free or low cost tools that will help you be more productive when doing day-to-day tasks. We will look at tools that will help you with activities such as tracking tasks, hosting virtual meetings, organizing notes, making quick videos and creating online forms, and more.

You don’t have to be a tech whiz to participate! This session is ideal for anyone who is looking to be more efficient in their work and wants to learn about the tools that are available. All the tools are very user-friendly and can be set up without IT expertise.

Presented at the Futures Conference by Jane Zhang and Tierney Smith, October 3 2013

Published in: Technology, Design
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  • Getting to know audience:-size of organization?-have you personally been involved in a website redesign before?-do you own a tablet or smartphone?Note: we’re assuming you know something about redesigning websites in general. All that stuff still applies. We’ll be focusing on the mobile aspects today.
  • We could talk about the functional areas of your organization – HR, finance, etc – and how you can use software to help. But that’s not our goal for today. Today we’re going to talk about tools to help YOU be productive.Note that these are tools for you to use INDIVIDUALLY. They aren’t meant to scale to your organization.All of the tools I will mention are free or heavily discounted for nonprofits.
  • Basic: sending out a poll to schedule a meetingAdvanced: synchronizing doodle with my calendar
  • I will show GoToMeeting because it is a straightforward and stable product, it works well with both phone and computer headset, and doesn’t require the people in your meeting to have the software either.
  • Emphasize that you can use this as a step in the process, it doesn’t have to be your whole system. Once you’ve got the feedback, you can download and put the finishing touches on your Word document. Also by letting your staff edit Anonymously, you can avoid having everyone needing Gmail addresses.
  • Emphasize that you can use this as a step in the process, it doesn’t have to be your whole system. Once you’ve got the feedback, you can download and put the finishing touches on your Word document. Also by letting your staff edit Anonymously, you can avoid having everyone needing Gmail addresses.
  • Emphasize that you can use this as a step in the process, it doesn’t have to be your whole system. Once you’ve got the feedback, you can download and put the finishing touches on your Word document. Also by letting your staff edit Anonymously, you can avoid having everyone needing Gmail addresses.
  • Emphasize that you can use this as a step in the process, it doesn’t have to be your whole system. Once you’ve got the feedback, you can download and put the finishing touches on your Word document. Also by letting your staff edit Anonymously, you can avoid having everyone needing Gmail addresses.
  • Basic: using Mailchimp to send emailAdvanced: segmentation
  • Resources:http://conviosummit2011.com/?wpfb_dl=480 (make sure this is the right link, it is a report)
  • Transcript of "Ten Online Tools for Busy Nonprofit Leaders"

    1. 1. ABOUT TECHSOUP CANADA
    2. 2. Is my org eligible? a) Does your business number end in RR0001? b) Do you have a Letters Patent from Industry Canada? c) Are you incorporated as a not-for-profit corporation with your province? d) Are you a library? You may be eligible to get donations of… DONATIONS PROGRAM
    3. 3. KEEP IN TOUCH @jzhang99 @tierneys @techsoupcanada facebook.com/techsoupcanada techsoupcanada.ca/community/blog youtube.com/techsoupcanada slideshare.net/techsoupcanada
    4. 4. TOOLS THAT MAKE IT EASY TO… W O R K W I T H O T H E R S 1. Schedule meetings 2. Host online meetings 3. Get feedback on documents 4. Get input E N G A G E Y O U R S U P P O R T E R S 8. Stay social 9. Email large groups 10. Make quick videos S T AY S A N E & W O R K O N T H E G O 5. Track ideas 6. Track tasks 7. Track expenses
    5. 5. SCHEDULE MEETINGS Problem: • Every time you try to schedule a meeting you have to send 1,000 emails back and forth to find a time that works • More people in the meeting means more emails and more confusion
    6. 6. DOODLE
    7. 7. DOODLE S P E C S Cost: free Platforms: online Mobile: somewhat mobile-friendly website T H I N G S I T W I L L L E T Y O U D O • Suggest meeting times and find out when others are available • Let others see your calendar and book meetings with you
    8. 8. SCHEDULE MEETINGS Other ideas: • http://www.smashingapps.com/2011/07/14/five-simply- effortless-tools-for-meeting-and-scheduling.html
    9. 9. HOST ONLINE MEETINGS Problem: • You need to meet with people who aren’t physically close by • Travel is expensive and time consuming
    10. 10. GOTOMEETING
    11. 11. GOTOMEETING S P E C S Cost: $46/year for qualified orgs https://www.techsoupcanada.ca/en/cit rix/product/gotomeeting-1-year- subscription-access-to- discounted-rates Platforms: Windows, Mac (Note that Mac version has a few less features) Mobile: apps for iPhone and Android T H I N G S I T W I L L L E T Y O U D O • Host online meetings of 25 people • Invitees can join via phone or computer headset • Share your screen
    12. 12. HOST ONLINE MEETINGS Other ideas: • Skype (free, up to 10 people) • Google+ Hangout (free, up to 10 people, includes video calling) • TeamViewer (free for personal use, up to 25 people) • ReadyTalk (donated, up to 15 people) https://www.techsoupcanada.ca/en/readytalk/product/readytalk-audio-and-web-conferencing- one-year-subscription
    13. 13. GET FEEDBACK ON DOCUMENTS Problem: • When you have a document you want feedback on, you email it to several people • They respond by editing and updating the version number, or by using Track Changes • You have to make sure all the changes get incorporated properly • Discussions about the document result in long, unwieldy email threads
    14. 14. GOOGLE DOCS
    15. 15. GOOGLE DOCS S P E C S Cost: free (paid if using Google Apps for Business) Platforms: online Mobile: app for Android, mobile-friendly viewing on all platforms, edit Docs on iPhone T H I N G S I T W I L L L E T Y O U D O • Multiple document editors at the same time • Have discussions threads in the comments • Go back to a previous version at any time
    16. 16. GET FEEDBACK ON DOCUMENTS Other ideas: • http://www.techsoupcanada.ca/en/community/blog/jane-vs- tierney/challenge-3-document-collaboration
    17. 17. GET INPUT Problem: • Getting input or information from others – whether inside or outside your organization – can be a manual process • E.g. maybe you ask people to email you feedback on a question – now you have a bunch of responses scattered across your emails
    18. 18. GOOGLE FORMS
    19. 19. GOOGLE FORMS S P E C S Cost: free (paid if using Google Apps for Business) Platforms: online Mobile: app for Android, mobile-friendly T H I N G S I T W I L L L E T Y O U D O • Quickly create a form with different types of questions • Submissions are automatically added to a Google Spreadsheet • Embed your form on a website
    20. 20. GET INPUT Other ideas: • Survey tools e.g. Survey Monkey • http://www.techsoupcanada.ca/en/learning_centre/articles/onli ne_survey_tools • Polling tools e.g. Poll Daddy • http://www.platformation.ca/polling-and-voting.html
    21. 21. TRACK IDEAS Problem: • You have all these great ideas and pieces of info and it’s all on pieces of paper or you forget • How to keep track of all this in an easy, organized way?
    22. 22. EVERNOTE
    23. 23. EVERNOTE S P E C S Cost: free (upgrade to get more space & collaboration features) Platforms: online, Windows, Mac Mobile: app available on all platforms T H I N G S I T W I L L L E T Y O U D O • Create text, picture and audio notes • Tag your notes to make it easy to find them • Access your notes from anywhere
    24. 24. TRACK IDEAS Other ideas: • Mindmapping is great if you are a visual person • http://spyrestudios.com/15-great-mindmapping-tools-and- apps/
    25. 25. TRACK TASKS Problem: • You have so many tasks to do that you forget about some of them and they slip through the cracks • You aren’t sure what your team is working on • You’re working with an outside consultant and aren’t sure what they are working on
    26. 26. TRELLO
    27. 27. TRELLO S P E C S Cost: free Platforms: online Mobile: app for Android and iPhone T H I N G S I T W I L L L E T Y O U D O • Make “cards” for each task • Organize cards into lists • Create a group board and assign tasks
    28. 28. TRACK TASKS Other ideas: • http://www.tripwiremagazine.com/2010/03/35-very-useful- online-tools-for-improving-your-project-management-and- team-collaboration.html • Asana:
    29. 29. TRACK EXPENSES Problem: • Tracking and categorizing all your expenses is tedious and time-consuming • You don’t have an easy way to find out where you’re spending your money and how far along you are with your budget, without talking to your accountant • You track your expenses in a spreadsheet, which works but is unwieldy
    30. 30. MINT.COM
    31. 31. MINT.COM S P E C S Cost: free Platforms: online Mobile: app for Android, iPhone and iPad T H I N G S I T W I L L L E T Y O U D O • Connect to your credit card to pull in your transactions • Categorize your expenses • View graphs of your spending over time
    32. 32. TRACK EXPENSES Other ideas: • http://www.computerworld.com/s/article/9231406/10_smartph one_apps_that_can_help_track_your_expenses
    33. 33. STAY SOCIALLY CONNECTED ONLINE Problem: • You want to be social online, but it takes too much time • You are having difficulty staying on top of multiple social media accounts
    34. 34. HOOTSUITE
    35. 35. HOOTSUITE S P E C S Cost: free for up to 5 profiles Paid plans start at $9/month 20% discount for qualified charities Platforms: online Mobile: app available for iPhone, iPad & Android T H I N G S I T W I L L L E T Y O U D O • View feeds from all your accounts in one place • Schedule social media posts • Track how many people click on your links • Basic analytics
    36. 36. STAY SOCIALLY CONNECTED ONLINE Other ideas: • Tweetdeck – free and great for Twitter • Postling – small monthly cost, incorporates more channels than most tools • Buffer – free version, great for scheduling posts
    37. 37. EMAIL LARGE GROUPS Problem: • You want to send out a newsletter, or let your supporters know about a big announcement • If you send the email in Outlook, you can only send to so many people at a time • Also, you risk getting blacklisted as a spammer • Also, you have no idea whether anyone actually read your email
    38. 38. MAILCHIMP
    39. 39. MAILCHIMP S P E C S Cost: free for < 2,000 subscribers (above that, 15% discount for nonprofits) Platforms: online Mobile: app available for iPhone and Android T H I N G S I T W I L L L E T Y O U D O • Allow supporters to subscribe online • Create & send professional-looking emails • Find out how many people opened & clicked on your email
    40. 40. EMAIL LARGE GROUPS Other ideas: • http://www.techsoupcanada.ca/en/community/blog/jane-vs- tierney/challenge-1-newsletters
    41. 41. MAKE QUICK VIDEOS Problem: • You have some great pictures from your program or an event • You want to put them together into a short video, but you don’t have any video editing programs, or any experience
    42. 42. ANIMOTO
    43. 43. ANIMOTO S P E C S Cost: free ($3/month for longer videos & more features) Platforms: online Mobile: app for iPhone and Android T H I N G S I T W I L L L E T Y O U D O • Create short videos that combine photos and text • Choose music & style for your video
    44. 44. MAKE QUICK VIDEOS Other ideas: • http://www.techsoupcanada.ca/en/learning_centre/articles/a_f ew_good_tools_video_editing • https://www.techsoupcanada.ca/en/community/blog/adobe- alternatives-free-video-editing-resources-to-get-the-job-done • Great video tutorials for nonprofits: http://letsdabble.com/tutorials • Smilebox (photo slideshows) - http://www.smilebox.com/index.html
    45. 45. ORGANIZATION SOFTWARE Software to consider for your organization: • Constituent Relationship Management (e.g. Sumac, Salesforce, CiviCRM) • Back office software (e.g. Google Apps, Office 365) • File sharing (e.g. Google Drive, Skydrive Pro, Box.net) • Project management (e.g. Smartsheet, Asana, Basecamp, Trello)
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