Microsoft 365 and Teams can be your central place to bring together people, communication and collaboration. Microsoft Teams is an all-in-one solution for your Non-Profit Organization. Use it for your Board of Directors Portal; to store documents; hold virtual or remote meetings; hold a virtual AGM; place to record meeting minutes and agendas, place to chat or discuss board topics, and vote on board motions! https://www.sentec.co/office-365-and-microsoft-teams-for-non-profit-organizations-and-board-of-directors-agm/

1. MICROSOFT 365
ANDTEAMS
For your Non-Profit Organization
and Board of Directors
Presented by:
Patti Rawlick,
SeniorWeb Services Manager
Website: SenTec.co

2. Why would Non-Profit Organizations and/or a Board of
Directors use Office 365 and MicrosoftTeams?
■ Office 365 and Microsoft
Teams can be your central
place to bring together:
People, Communication
and Collaboration.
■ MicrosoftTeams is anAll-
in-One Solution for your
organization.
■ Non-Profit Organizations
may be applicable for non-
profit pricing.

3. Modern, Central and Secure Collaboration
■ Store organizational documents,
records, financials, meeting minutes,
etc. that all members can access
anywhere, anytime.
■ Discuss/chat/vote on topics missed
or topics that needed follow-up after
a Board Meeting.
■ A place for Board Committees to
collaborate privately for committee
work.
■ Access templates and prepare
documents for Board Meetings.As
well as a place for notes to be taken
during meetings.
■ Join a meeting virtually or to hold an
entire virtual meeting, such as
Monthly Board Meetings, or an
AGM.

4. Non-Profit Microsoft 365 Plans
Business Basic
■ Donation
■ Small to Mid sized Non-
Profits
■ Max Users 300
■ Office Applications
NOT INCLUDED
■ Exchange – Email
■ OneDrive
■ SharePoint
■ Teams
Business Standard
■ $3.80 user/month
■ Small to Mid sized Non-
Profits
■ Max Users 300
■ Office Desktop
Applications INCLUDED
– up to 5 devices
■ Exchange – Email
■ OneDrive
■ SharePoint
■ Teams
E3
■ $6.00 user/month
■ Large Non-Profits
■ Microsoft Events LIVE
For AGM or 1 to Many
Live Event
■ Office Desktop
Applications INCLUDED
– up to 5 devices
■ Exchange – Email
■ OneDrive
■ SharePoint
■ Teams
Compared to $6.40 user/month Compared to $16.00 user/month Compared to $26.60 user/month

5. Store Organizational and
Board of Directors Content
■ Central place to store files and records
■ Quickly find current and past board documents
■ Teams allows people to work together and share information via a
common space
■ Using OneDrive and SharePoint on the back-end of theTeams
platform, enables document storage for all members of the Board
■ It allows for transparent communication by all Board Members
■ Meeting minutes and document revisions (Constitutions and
Policies) can be made official ‘records’ for compliance.
■ Documents are available anywhere you have an internet
connection
■ Microsoft 365 andTeams supports a modern workplace.

6. Collaborate with Board Members
regarding BoardTopics
 Discuss and share
information
 One-on-one chat
 Team chats
 Channel: A channel is a group of people that
share and collaborate on an organizational
topic.These topics could be projects,
committees, meetings, etc
 The General Channel is to be used for
common announcements for the Board
 Create Microsoft Forms to vote on a board
topic
 Use MicrosoftTeams rather than using a
messaging app on your phone

7. Private Channels for
Committees and Sub-
Committees
■ A private channel can be created to include a subset of
Board Members.
■ Channels can be created and access given to individuals
on the board, such as a committee or a sub-committee.
■ These channels would be used to discuss, chat,
collaborate on documents based on that committee.
■ In turn, you may create a channel that holds all the final
documents from these private committee channels, so
they are accessible by everyone on the board.

8. DocumentTemplates and
Board Meeting Preparation
■ Document sets – or document templates - can be
created for Meeting Agendas and Meeting
Minutes
■ Microsoft OneNote and Microsoft Planner can be
used to record meeting minutes and tasks
assigned to board members

9. Join a Meeting Remotely
OR Hold aVirtual Meeting
■ Meetings inTeams include audio, video,
whiteboard and screen sharing.They are one of
the key ways to collaborate.
■ If you are on the road during, you can video into a
computer or mobile device of someone who is at
the meeting and be there remotely or audio
conference
■ Microsoft Live Events for larger audiences, such
as, for anAGM; (Microsoft Live Events requires a
specific license).

10. Non-ProfitOrganization & Board of Directors
Microsoft 365 SETUP
CONTACT SENTECTODAY!
EMAIL: INFO@SENTEC.CO
(306) 988 3501 OR (778) 760 3810