Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Leah Chang — Technology planning and change management

Leah Chang founder of Leah Chang Learning Inc. Leah works with organisations to create learning strategies that streamline the education process for staff and volunteers.

The technology planning process can be overwhelming, especially for those without any technical background. Where do you start? How do you implement the tools and keep volunteers, staff and donors up to date?

This video was recorded on March 4 2020 for NetSquared Vancouver. It's an interactive workshop with industry experts to get your questions answered.

  • Be the first to comment

  • Be the first to like this

Leah Chang — Technology planning and change management

  1. 1. Systems Adoption & User Enablement
  2. 2. “We’re Adopting a Puppy!”
  3. 3. Adopt that puppy! Rescue that kitty! ● Learning technology adoption ● Community Outreach Enablement ● Mobile learning (ages 60s+)
  4. 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. 5. Examples New LMS & eLearning Development LMS Migration, Data Cleanup, Course Development, Admin Enablement + +
  6. 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. 7. My Tech Values & Approach Design an excellent “Admin Experience” (AX/AI) Tech should help us focus on what’s important: people & relationships
  8. 8. Today: By the Numbers 3 Case Studies 5 Change Management Tactics 1 Big Question 6 Worksheets/Handouts you can use right away
  9. 9. 3 Case Studies
  10. 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 Case 1 Issue: An out-of-date open-sourced LMS Unknowns: Where is the data from past learning records?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. 11. Case 1 What worked: Analysis, Recommendations & Grant Support Identified the need for staff training, admin resources, and consistent workflows
  12. 12. Case 2 Issue: 10+ “free” tools, CRM acquired to process Membership & Donations (but that’s it), Duplication with Quickbooks
  13. 13. Case 2 Issue:
  14. 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
  15. 15. Case 3 Issue: What’s a CRM? What the heck is the “CRM Project? (Ugh, it’s going to be more work!)
  16. 16. Case 3 What worked: ● Tap into the organization’s culture for early buy-in ● Crowd-source & engage internal users ● Name it! Together!
  17. 17. 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
  18. 18. 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!
  19. 19. 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
  20. 20. 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
  21. 21. The Big Question How will YOU… ● Help the organization adopt the puppy? ● Rescue the kitty? ● AND keep it healthy after you leave?
  22. 22. Get in touch! @mmeleahchang