1. Systems Adoption &
User Enablement

2. “We’re Adopting a
Puppy!”

3. Adopt that puppy! Rescue that kitty!
● Learning technology adoption
● Community Outreach Enablement
● Mobile learning (ages 60s+)

4. A bit about my world...
Constituent Relationship
Management Systems
(CRMs)
Learning Management
Systems (LMSs)
Custom Learning
Development
● Instructor-led
(virtual/classroom)
● eLearning
Curriculum & Educational
Program Design

5. Examples
New LMS & eLearning Development
LMS Migration, Data Cleanup, Course Development, Admin Enablement
+
+

6. My Tech Values & Approach
Concept development over process
knowledge. Enable others to be their
own tech Masters.
Information should be transparent,
accessible, always up-to-date, and
crowd-sourced

7. My Tech Values & Approach
Design an excellent “Admin Experience” (AX/AI)
Tech should help us focus on what’s important: people & relationships

8. Today: By the Numbers
3 Case Studies
5 Change Management
Tactics
1 Big Question
6 Worksheets/Handouts
you can use right away

9. 3 Case Studies

10. Case 1
Issue: An out-of-date open-sourced LMS
Unknowns: Where is the data from past learning records? How much work/cost to
keep, migrate, scrap?

11. Case 1
What worked: Analysis, Recommendations & Grant Support
Identified the need for staff training, admin resources, and consistent workflows

12. Case 2
Issue: 10+ “free” tools, CRM acquired to process Membership & Donations (but
that’s it), Duplication with Quickbooks

13. Case 2
Issue:

14. Case 2
What worked:
● Start with team Awareness Training
● Work closely with the ED
● Educate & enable via team working
meetings
● Crowd-sourced knowledge base
articles customized to the organization
● Personalized training opportunities

17. Case 3
Issue: What’s a CRM? What the heck is the “CRM
Project? (Ugh, it’s going to be more work!)

18. Case 3
What worked:
● Tap into the organization’s culture for
early buy-in
● Crowd-source & engage internal users
● Name it! Together!

19. 5 Ways to Increase Tech Adoption
1. NEVER assume people know
2. ALWAYS support learning & development
3. Train for awareness at EACH project stage
4. Direct access to the E.D. (or key knowledge
holder)
5. Adapt Corporate resources/workflows for
non-profit realities

20. Stuff for you
PDF worksheets/job-aids
● Corporate to Non-Profit Speak
● Systems “Lingo Bingo”
● CRM Roles & Responsibilities
CRM Awareness Slides
● Today’s slides
● What is a CRM? - use with your team!

22. Impact to non-profits
When well-implemented LMSs enable...
● Real-time onboarding
● More effective knowledge transfer & program
education delivery
● Happier staff, volunteer, constituent, boards
When well-implemented, CRMs can enable…
● Streamlined operations
● Stronger evaluation & assessment of programs delivery
● More efficient outreach

23. Takeaways
● Training CANNOT be an afterthought
● Semi-customized training materials that look
& feel like your system are more effective
● Go beyond Change Management & consider
longevity & operationalization

24. The Big Question
How will YOU…
● Help the organization adopt the puppy?
● Rescue the kitty?
● AND keep it healthy after you leave?

25. Get in touch!
leah@leahchanglearning.com
leahchanglearning.com/blog
@mmeleahchang
linkedin.com/in/mmeleahchang/