Eric Franzo — Technology planning and change management

NetSquared Vancouver
NetSquared VancouverCreative Services Lead
Understanding
Your Tech Stack
Digital Tools for the Modern
Not-For-Profit
www.purposely.ca
○ Founder of Purposely.ca
○ Master’s in Public Policy from UBC
○ 7+ years in the IT sector
○ Long time volunteer
○ Previous board member Burnaby MoreSports
○ Loves trying out new digital tools
Eric Franzo
As we explore these new tools,
don’t overwhelm your team with
them. They’ll make you regret it...
Eric Franzo
What is a Tech
Stack?
A closer look at your digital
tools
The
“Oldschool”
Stack
How did we used to work with digital tools?
● Simple problems only
● Frustrating
● Expensive
Tech Stack - The digital tools your organization uses,
ranging from communications to CRM solutions.
The
Newschool
Stack
There’s an abundance of tools to use today
● Helps solve complex problems
● Affordable solutions
● Legacy tools exists, but simple, “no training
required” solutions are on the rise
How to
re(Evaluate)
Your Stack
Some simple steps to follow to make the
transition seamless
● Is there a real need, or can you refine your
current process?
● Get buy in from stakeholders
○ If switching to a new volunteer management
system, talk to your volunteers first!
● Start small-- try out new software on a single
program if possible.
Let’s Explore
Some
Challenges
Challenges are easier to overcome when we
explore them together
● What are some digital challenges your
organization faces?
○ Communication
○ Donor Relationships
○ Volunteer Management
○ Accounting
○ External Communications
○ Internal Communications
○ Donor & member Relations
○ Volunteer & event
management
○ Document management
○ Task & project management
○ Accounting
What do you
use?
→ Email, video calls, MailChimp
→ Slack
→ Keela
→ Purposely!
→ Notion, Google Drive
→ Asana, Trello, & many others
→ Xero, Freshbooks
Nonprofit Needs My Favourite
Tech
Thank You!
Email me at efranzo@purposely.ca or visit us at www.purposely.ca.
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Eric Franzo — Technology planning and change management

  • 1. Understanding Your Tech Stack Digital Tools for the Modern Not-For-Profit www.purposely.ca
  • 2. ○ Founder of Purposely.ca ○ Master’s in Public Policy from UBC ○ 7+ years in the IT sector ○ Long time volunteer ○ Previous board member Burnaby MoreSports ○ Loves trying out new digital tools Eric Franzo
  • 3. As we explore these new tools, don’t overwhelm your team with them. They’ll make you regret it... Eric Franzo
  • 4. What is a Tech Stack? A closer look at your digital tools
  • 5. The “Oldschool” Stack How did we used to work with digital tools? ● Simple problems only ● Frustrating ● Expensive Tech Stack - The digital tools your organization uses, ranging from communications to CRM solutions.
  • 6. The Newschool Stack There’s an abundance of tools to use today ● Helps solve complex problems ● Affordable solutions ● Legacy tools exists, but simple, “no training required” solutions are on the rise
  • 7. How to re(Evaluate) Your Stack Some simple steps to follow to make the transition seamless ● Is there a real need, or can you refine your current process? ● Get buy in from stakeholders ○ If switching to a new volunteer management system, talk to your volunteers first! ● Start small-- try out new software on a single program if possible.
  • 8. Let’s Explore Some Challenges Challenges are easier to overcome when we explore them together ● What are some digital challenges your organization faces? ○ Communication ○ Donor Relationships ○ Volunteer Management ○ Accounting
  • 9. ○ External Communications ○ Internal Communications ○ Donor & member Relations ○ Volunteer & event management ○ Document management ○ Task & project management ○ Accounting What do you use? → Email, video calls, MailChimp → Slack → Keela → Purposely! → Notion, Google Drive → Asana, Trello, & many others → Xero, Freshbooks Nonprofit Needs My Favourite Tech
  • 10. Thank You! Email me at efranzo@purposely.ca or visit us at www.purposely.ca.