Idea Swap: Ways to Celebrate & Appreciate Our VolunteersBillhighway
Don’t let National Volunteer Week (#NVW) sneak up on you! National Volunteer Week is April 17th through April 23rd. So go ahead and mark your calendars now! It’s an opportunity to shine a light on the people who tirelessly serve our associations. Volunteers represent a large portion of our organizations and keep our chapters thriving, making them critical to our ability to meet member needs and move our missions. We’d be lost without them.
The question is, how do we authentically reward, recognize and support our chapter volunteers? To celebrate, we’ve compiled our favorite ways to show appreciation now or at any time of the year. In reality, we don’t need a month or week designated to thank our volunteers; instead, we should be showing our appreciation all year long. So join us for an idea swap with your CRP peers chocked full of ideas and inspiration to show your volunteers some love.
Hosted by Billhighway & Mariner Management.
We'll take a look at the Salesforce platform and explore how it can help your nonprofit deliver better on its mission through constituent management, donor management, volunteer management, program management, and more. With a thriving global nonprofit user community, a generous license donation from the Salesforce Foundation, and the customizability to manage nearly anything in the cloud, Salesforce is a great option for many nonprofits.
PRESENTER
**Beth Breisnes** has been working with nonprofits and social enterprises on Salesforce since 2009. She loves working with innovative nonprofit organizations and helping them deliver on their missions more effectively through technology. Active in the Salesforce community, she co-leads the Vancouver Nonprofit User Group and was named a Salesforce MVP (one of just 134 in the world) in Summer 2014 in recognition of her expertise and community contributions. Beth is a Salesforce Certified Developer and Administrator and currently helps a variety of nonprofits with their Salesforce implementations as a consultant with Bigger Boat Consulting.
Brianna Haag, SF Marketing Manager, Eventbrite
This interactive session will cover technology trends in the events industry, including hot topics like mobile innovations, RFID, and big data. We'll also share nonprofit-specific tools and a case study to bring these examples to life. After attending this session, you'll walk away with practical recommendations you can apply immediately to improve, streamline, and enhance your next event.
How to Create, Equip & Manage an Event Tech, Mobile & Social Media Toolbox I...Echelon Design
Social media and mobile technologies offer new opportunities, but many think these tools are reserved for organizations with larger budgets and resources. For the constrained event professional, it can be a challenge to incorporate new approaches into your programs. Join us for an interactive and hands-on workshop where you’ll learn how to:
• Convert “blue sky” ideas into reality
• Tackle difficult goals with easy and low cost implementation
• Experiment with new approaches to gauge audience responsiveness and effectiveness
• Structure technology to increase traffic, optimize leads, and improve quality of engagement
Idea Swap: Ways to Celebrate & Appreciate Our VolunteersBillhighway
Don’t let National Volunteer Week (#NVW) sneak up on you! National Volunteer Week is April 17th through April 23rd. So go ahead and mark your calendars now! It’s an opportunity to shine a light on the people who tirelessly serve our associations. Volunteers represent a large portion of our organizations and keep our chapters thriving, making them critical to our ability to meet member needs and move our missions. We’d be lost without them.
The question is, how do we authentically reward, recognize and support our chapter volunteers? To celebrate, we’ve compiled our favorite ways to show appreciation now or at any time of the year. In reality, we don’t need a month or week designated to thank our volunteers; instead, we should be showing our appreciation all year long. So join us for an idea swap with your CRP peers chocked full of ideas and inspiration to show your volunteers some love.
Hosted by Billhighway & Mariner Management.
We'll take a look at the Salesforce platform and explore how it can help your nonprofit deliver better on its mission through constituent management, donor management, volunteer management, program management, and more. With a thriving global nonprofit user community, a generous license donation from the Salesforce Foundation, and the customizability to manage nearly anything in the cloud, Salesforce is a great option for many nonprofits.
PRESENTER
**Beth Breisnes** has been working with nonprofits and social enterprises on Salesforce since 2009. She loves working with innovative nonprofit organizations and helping them deliver on their missions more effectively through technology. Active in the Salesforce community, she co-leads the Vancouver Nonprofit User Group and was named a Salesforce MVP (one of just 134 in the world) in Summer 2014 in recognition of her expertise and community contributions. Beth is a Salesforce Certified Developer and Administrator and currently helps a variety of nonprofits with their Salesforce implementations as a consultant with Bigger Boat Consulting.
Brianna Haag, SF Marketing Manager, Eventbrite
This interactive session will cover technology trends in the events industry, including hot topics like mobile innovations, RFID, and big data. We'll also share nonprofit-specific tools and a case study to bring these examples to life. After attending this session, you'll walk away with practical recommendations you can apply immediately to improve, streamline, and enhance your next event.
How to Create, Equip & Manage an Event Tech, Mobile & Social Media Toolbox I...Echelon Design
Social media and mobile technologies offer new opportunities, but many think these tools are reserved for organizations with larger budgets and resources. For the constrained event professional, it can be a challenge to incorporate new approaches into your programs. Join us for an interactive and hands-on workshop where you’ll learn how to:
• Convert “blue sky” ideas into reality
• Tackle difficult goals with easy and low cost implementation
• Experiment with new approaches to gauge audience responsiveness and effectiveness
• Structure technology to increase traffic, optimize leads, and improve quality of engagement
Emily Fischer: Stick Maps and Stone Men IGNITE NYC
Emily Fischer designs quilts with different neighborhoods like DUMBO or Central Park or Williamsburg. As an architect living in a socially digital age, she’s making tangible things that promote embodiment through design.
Medicines Transparency Alliance (MeTA) : country progress and key lessonsMeTApresents
This presentation shares the progress to date of the pilot phase of the Medicines Transparency Alliance (MeTA) and was given by Wilbert Banneberg, Technical Director of the International MeTA Secretariat at the launch of MeTA Jordan in May 2009
Increasing Alumni Engagement for Major and Planned GivingSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by: Keith Heller of Heller Consulting
The most valuable assets in Advancement are the deep relationships you?ve developed with your most generous supporters. These relationships go well beyond simply writing a check, but they do result in the gifts that allow colleges and universities to expand the reach and impact of their educational missions.
How can you best steward your existing relationships, and identify opportunities to cultivate additional similar relationships? While technology and data can?t do the crucial work of cultivating personal relationships, they can help you work smarter to leverage your time and resources to find and focus on the right people, in an efficient way that ensures you?re making the best use of your time and nothing falls through the cracks.
Using Salesforce.com to support your Major Giving, Planned Giving and Campaign initiatives can help you simultaneously expand and deeply personalize your relationships with your key supporters and influencers.
Ask The Expert! Nonprofit Website Tools, Tips, and Technology.pdfTechSoup
In this webinar, Kyle Barkins and Julian Gerace unpack the intricacies of website optimization specifically tailored for nonprofits. They'll delve into cutting-edge tools and technologies pivotal for digital success in today's online sphere. It's an opportunity to elevate your nonprofit's online stature and transform your website into a potent instrument for advancing your mission.
KindX.org platform has been developed by CFOsquared.com a technology consulting company for KindCause.org, a 501(c)(3) public charity that has mission to empower non-profits by providing them with cloud technology tools to simplify the management of their nonprofit so they can do more social good with less resources.
KindX Platform’s goal is to keep nonprofits lean by making better use of technology annual cloud credits worth U.S.$270,000 donated to the nonprofits, so the nonprofits can do more with less.
KindX Platform is open source solution for other nonprofits to adopt it to become a more digitally connected nonprofit and increase donor engagement.
For the Love of Volunteers! How Do You Choose the Right Technology to Manage ...Jazkarta, Inc.
In this 2017 Non-profit Technology Conference session, Loren Drummond (Washington Trails Association), Karen Uffelman (Percolator Consulting) and Sally Kleinfeldt (Jazkarta) describe volunteer management systems - what makes a good one, how to evaluate your needs, and whether you should buy an off the shelf solution or build something custom. As a case study, they dive into the custom VMS that WTA built to manage their trail maintenance work parties, covering the project from inception through discovery and implementation. In 2016, the year after launch, WTA's VMS smoothly managed 150,000 trail maintenance volunteer hours done by 4,700 volunteers on 240 trails across the state of Washington - an astonishing $3.9 million dollars worth of labor donated to public lands.
Three Essential Pillars of Nonprofit Tech Stacks.pdfTechSoup
In today's digital age, having a robust online presence is essential for nonprofits to effectively communicate their mission, engage supporters, and generate impact. The marketing and web experts from Tapp Network will guide you through the recommended pillars every nonprofit needs to grow and scale.
At Purple Vision, we believe Salesforce offers the biggest single opportunity for every nonprofit organisation and we have produced a paper to explain why. Written by fundraisers for fundraisers who want to understand more about this opportunity, we share our experience and insights into:
1. Why Salesforce is so powerful and potentially game changing
2. What the benefits are for fundraising
3. How you can access these opportunities
View the webinar here:
http://teamheller.com/webinar-ngo-connect-crm-options/
The fourth installment in our “CRM Options for Enterprise Nonprofits” series is focused on effective CRM strategies and technology options for enterprise nonprofits. In this webinar Heller Consulting’s Vice President of Professional Services Smita Vadakekalam will provide proven CRM best practices based on her years of experience advising and leading organizations on their CRM journeys.
In this session we will be hosting roundCorner’s CEO and Co-Founder Dan Lammot to share the features and capabilities of NGO Connect, an enterprise-level nonprofit CRM and fundraising solution adopted by Girl Scouts of the USA, City Year, International Rescue Committee and more. Built by Salesforce Platinum ISV Partner roundCorner, NGO Connect takes advantage of the Salesforce platform to help nonprofit organizations build and nurture rewarding lifelong constituent relationships, raise more funds and achieve a greater impact.
Mr. Lammot will show how NGO Connect delivers a 360° view of constituents including their giving history, activities and personal networks. He will demonstrate the advanced components built to manage on- and offline giving, payment processing, events, and volunteers, and how they are coupled to comprehensive reports and dashboards to provide insights that help organizations achieve greater fundraising outcomes and mission impact.
Emily Fischer: Stick Maps and Stone Men IGNITE NYC
Emily Fischer designs quilts with different neighborhoods like DUMBO or Central Park or Williamsburg. As an architect living in a socially digital age, she’s making tangible things that promote embodiment through design.
Medicines Transparency Alliance (MeTA) : country progress and key lessonsMeTApresents
This presentation shares the progress to date of the pilot phase of the Medicines Transparency Alliance (MeTA) and was given by Wilbert Banneberg, Technical Director of the International MeTA Secretariat at the launch of MeTA Jordan in May 2009
Increasing Alumni Engagement for Major and Planned GivingSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by: Keith Heller of Heller Consulting
The most valuable assets in Advancement are the deep relationships you?ve developed with your most generous supporters. These relationships go well beyond simply writing a check, but they do result in the gifts that allow colleges and universities to expand the reach and impact of their educational missions.
How can you best steward your existing relationships, and identify opportunities to cultivate additional similar relationships? While technology and data can?t do the crucial work of cultivating personal relationships, they can help you work smarter to leverage your time and resources to find and focus on the right people, in an efficient way that ensures you?re making the best use of your time and nothing falls through the cracks.
Using Salesforce.com to support your Major Giving, Planned Giving and Campaign initiatives can help you simultaneously expand and deeply personalize your relationships with your key supporters and influencers.
Ask The Expert! Nonprofit Website Tools, Tips, and Technology.pdfTechSoup
In this webinar, Kyle Barkins and Julian Gerace unpack the intricacies of website optimization specifically tailored for nonprofits. They'll delve into cutting-edge tools and technologies pivotal for digital success in today's online sphere. It's an opportunity to elevate your nonprofit's online stature and transform your website into a potent instrument for advancing your mission.
KindX.org platform has been developed by CFOsquared.com a technology consulting company for KindCause.org, a 501(c)(3) public charity that has mission to empower non-profits by providing them with cloud technology tools to simplify the management of their nonprofit so they can do more social good with less resources.
KindX Platform’s goal is to keep nonprofits lean by making better use of technology annual cloud credits worth U.S.$270,000 donated to the nonprofits, so the nonprofits can do more with less.
KindX Platform is open source solution for other nonprofits to adopt it to become a more digitally connected nonprofit and increase donor engagement.
For the Love of Volunteers! How Do You Choose the Right Technology to Manage ...Jazkarta, Inc.
In this 2017 Non-profit Technology Conference session, Loren Drummond (Washington Trails Association), Karen Uffelman (Percolator Consulting) and Sally Kleinfeldt (Jazkarta) describe volunteer management systems - what makes a good one, how to evaluate your needs, and whether you should buy an off the shelf solution or build something custom. As a case study, they dive into the custom VMS that WTA built to manage their trail maintenance work parties, covering the project from inception through discovery and implementation. In 2016, the year after launch, WTA's VMS smoothly managed 150,000 trail maintenance volunteer hours done by 4,700 volunteers on 240 trails across the state of Washington - an astonishing $3.9 million dollars worth of labor donated to public lands.
Three Essential Pillars of Nonprofit Tech Stacks.pdfTechSoup
In today's digital age, having a robust online presence is essential for nonprofits to effectively communicate their mission, engage supporters, and generate impact. The marketing and web experts from Tapp Network will guide you through the recommended pillars every nonprofit needs to grow and scale.
At Purple Vision, we believe Salesforce offers the biggest single opportunity for every nonprofit organisation and we have produced a paper to explain why. Written by fundraisers for fundraisers who want to understand more about this opportunity, we share our experience and insights into:
1. Why Salesforce is so powerful and potentially game changing
2. What the benefits are for fundraising
3. How you can access these opportunities
View the webinar here:
http://teamheller.com/webinar-ngo-connect-crm-options/
The fourth installment in our “CRM Options for Enterprise Nonprofits” series is focused on effective CRM strategies and technology options for enterprise nonprofits. In this webinar Heller Consulting’s Vice President of Professional Services Smita Vadakekalam will provide proven CRM best practices based on her years of experience advising and leading organizations on their CRM journeys.
In this session we will be hosting roundCorner’s CEO and Co-Founder Dan Lammot to share the features and capabilities of NGO Connect, an enterprise-level nonprofit CRM and fundraising solution adopted by Girl Scouts of the USA, City Year, International Rescue Committee and more. Built by Salesforce Platinum ISV Partner roundCorner, NGO Connect takes advantage of the Salesforce platform to help nonprofit organizations build and nurture rewarding lifelong constituent relationships, raise more funds and achieve a greater impact.
Mr. Lammot will show how NGO Connect delivers a 360° view of constituents including their giving history, activities and personal networks. He will demonstrate the advanced components built to manage on- and offline giving, payment processing, events, and volunteers, and how they are coupled to comprehensive reports and dashboards to provide insights that help organizations achieve greater fundraising outcomes and mission impact.
Purple vision salesforce 1 for non profits (slideshare vid)Purple Vision
See how Salesforce CRM can help your non-profit do more for less, using Salesforce 1.
From simple digital integrations to the latest innovations including app integrations and more, this presentation (given at Institute of Fundraising Technology Special Interest Group in May 2015), shares more.
Purple Vision are a Salesforce Cloud Alliance partner and specialise in working with charities, associations and non profits, supporting them to use technology to build and develop fundraising, stakeholder engagement and more.
Non Profit Power Hour @LinkedIn Sydney - October 16th 2015Jesse Rothstein
Event information for Non Profit Power Hour 2015
Hosted by LinkedIn, Salesforce, Hubspot, Dropbox and Church Resources. Empowering non profits in the ANZ region with technology resources and ideas.
As nonprofits consider the problem of program sustainability and capacity building; volunteers are a part of the answer. Effective organizations seek to engage volunteers in a variety of roles and responsibilities. This presentation provides information organizations can use as they seek to implement a volunteer program. This information will be helpful for organizations with current programs as ongoing review and revision is a part of effective volunteer management.
Engaging volunteers effectively to create change requires organization and planning. This presentation provides tips and tools that can be used by organizations as they implement service projects whether a small, episodic project or a multi-event engaging hundreds of volunteers.
In today’s fast-paced environment, it’s hard to keep up with tactics to reach the newsroom desk or blogger computer screen. In this workshop, we will discuss traditional and new media outlets and how to develop relationships with the media to build awareness of your organization.
Effective advocacy not only includes working with elected officials, but also involves strategic interaction with the media and the public. This session is broken down into two sections. The first half of the training will focus on the tricks of the trade for effective media relations, including understanding the different types of media outlets, developing effective letters to the editor campaigns, and techniques for pitching local and statewide media to help gain increased coverage for your organization and its advocacy priorities. During the second half, the session presenters will talk about the use of social media and how to effectively use such mediums for advocacy with legislators, the media, and the general public.
What is the TDS Return Filing Due Date for FY 2024-25.pdfseoforlegalpillers
It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
At Techbox Square, in Singapore, we're not just creative web designers and developers, we're the driving force behind your brand identity. Contact us today.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
The key differences between the MDR and IVDR in the EUAllensmith572606
In the European Union (EU), two significant regulations have been introduced to enhance the safety and effectiveness of medical devices – the In Vitro Diagnostic Regulation (IVDR) and the Medical Device Regulation (MDR).
https://mavenprofserv.com/comparison-and-highlighting-of-the-key-differences-between-the-mdr-and-ivdr-in-the-eu/
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
Company Valuation webinar series - Tuesday, 4 June 2024FelixPerez547899
This session provided an update as to the latest valuation data in the UK and then delved into a discussion on the upcoming election and the impacts on valuation. We finished, as always with a Q&A
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
7. Salesforce.com brought companies To The Cloud …
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72,000+
72,000+ Paying Customers
1,500,000+ Subscribers
1st Billion Dollar Cloud Company
January 31, 2009
2001 2002 2003 2004 2005 2006 2007 2008 2009
Fiscal Year
Fi l Y
Technology Best CRM & Market Leader Leader & Top 100 Top Ten
of the Year On-Demand Enterprise CRM Visionary Innovative Disruptors
Platform Companies
8. And created the world’s first 1/1/1 Corporate Philanthropy Model
1% Time Over 200,000 hours of community service
1% Equity Over $20 million in grants
1% Product Used by 8,2000+ nonprofit organizations
+
Corporate Citizen of #7 Top 100 Best Excellence in Award for Using 2007 World’s Excellence in
the Year Award Corporate Giving IT to Benefit Most Ethical Corporate
Committee Encouraging Citizens Codie Awards Society Companies Volunteerism
Corporate Philanthropy Business Ethics Computerworld Ethisphere Points of Light/Hands On
Magazine National Award
11. Nonprofit Customers Report Real Impact
Source: Salesforce.com Customer Relationship Survey conducted
June 2009, by an independent third-party MarketTools Inc on
6,000+ Customers randomly selected.
12. Fundraising in the Cloud
g
Donors & Households Real-time Analytics
Everything you need to know about every Move with speed and efficiency with the
donor – all in one place
p insight y need to stay on track
g you y
Affiliations Email & Productivity
Learn how everyone is connected to make Work seamlessly with the tools you already
stronger connections with your supporters use everyday
Marketing & Leads Content Library
Run and track campaigns across all No more aimless searching…all of your
channels and know where to invest next collateral, right at your fingertips
Donations & Recurring Gifts Social Media Integration
Manage one-time and recurring donations Wherever your supporters are, you’ll be there.
from pledge to collection Join the conversation
ECommerce Volunteer & Event Management
Quickly set-up and manage online Set-up volunteer tracking and events with the
payments from your donors most usable CRM for nonprofits
13. Managing Your Mission in the Cloud
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Constituents Social Impact Metrics
Everything you need to know about all of Lay out your plan for affecting social change,
y
your constituents – donors, board
, and measure it and report it to y
p your team, ,
members, staff, volunteers and clients your board and your supporters
Flexible Database Program Management
Easily set up our database to manage your With management and tracking tools you can
data with wizards that walk you through
d ih i d h lk h h make sure all of the programs you’re running
k ll f h ’ i
the process to meet your mission are on track
Visual Process Manager Volunteer & Event Management
Design and automate any process or Need help to achieve your mission? Set-up
workflow needed to execute your mission volunteer tracking and events with the most
without code usable CRM for nonprofits
Real-time Websites Email & Productivity y
Get your mission on the web. Quickly and Work seamlessly with the tools you already
easily build and run any Web site or Web use everyday
application
14. Why Salesforce.com
Why Salesforce com
Best in class, industry standard, on‐demand CRM platform
• 70,000+ Corporate and 8,000+ Nonprofit customers
• O
Over $30MM invested in Salesforce.com platform over past 10 years, with new
$30MM i t di S l f l tf t 10 ith
features added frequently through quarterly release schedule.
Exceptional commitment to the nonprofit community
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• Unique Philanthropy Model ( 1 : 1 : 1 )
• Salesforce.com Nonprofit Edition + 10 user licenses free to all nonprofits
Robust Technical Foundation
R b T h i lF d i
• Hosted database and development platform
• Open source platform with collaborative development community (App Exchange)
• CRM capabilities increase volunteer acquisition and retention
CRM capabilities increase volunteer acquisition and retention
Unanimous Recommendation for Salesforce.com
• Made by Technology Task Force after significant client input and hundreds of hours
y gy g p
of research defining requirements and evaluating technical partners /platforms.
16. HandsOn Connect What is it?
HandsOn Connect ‐ What is it?
• HandsOn Connect is a full lifecycle volunteer management platform
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that expands your capability to manage, track and report on people,
programs, trainings and volunteer opportunities in real time.
• HandsOn Connect incorporates decades of best practices in
volunteer management from HandsOn Network and our affiliates.
• Is available to any organization that wants a comprehensive data
management system for volunteer engagement and project
management without the need to buy and update software or
g y p
hardware.
18. Some of the key features of HandsOn Connect include:
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• Customizable web presence, with • Registration and tracking of
a portal for volunteer engagement volunteer activities
and management
• Verification of volunteer activity
• User friendly site control panel for and hours reporting
creating and editing web pages
and posting content • Search capabilities for volunteers
by skill
• Creation and management of
volunteer opportunities • Engagement and management of
volunteer teams
• Sophisticated search capabilities to
find volunteer opportunities • Communication capabilities for
nonprofits and volunteers
20. Homepage
• Entry point for Volunteers
and Organizations
and Organizations
• Easy content
management using
WYSIWYG page editor
• Integrates with social
media, such as WordPress
media such as WordPress
blogs and Facebook
21. Opportunity Search
pp y
Volunteers have robust search capabilities
that allow them to filter search results by:
• Keyword
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• Distance from Zip Code
• Opportunity Date Range
• Volunteer Availability
• Beneficiary
• Organization
• Special Population
• Age Group
• Gender served
• Social Issue Area addressed
• Skills Required by project
• Type of Volunteer Activity
• Special Event designation
• Target Audience
• Invitation Code – for reserved service
Invitation Code for reserved service
opportunities
• By Volunteer Age Range
• Appropriate for Groups
• Appropriate for Court‐Ordered Service
22. Opportunity Details
Opportunity Details
• User can view the description of a volunteer
opportunity along with details such as the
time and date, location, number of
time and date location number of
volunteers needed, special requirements, etc.
• If there are other active occurrences of the
opportunity, the user will find a link that will
opportunity the user will find a link that will
take them to the search results showing all
other active occurrences of the opportunity
• The user can also promote the activities that
The user can also promote the activities that
appear on the website using the social media
sharing widget on each volunteer opportunity
detail page, or via the search widget that can
be embedded into external websites.
• Depending on the registration type, the
opportunity will either display a button to
“sign up” or “express interest” along with
options for teams.
23. Volunteer Opportunity Calendar
pp y
Volunteers can also use the color‐coded, monthly calendar view to identify
volunteer opportunities, special events, trainings, educational programs, fundraisers
and other activities of interest.
24. Volunteer Registration
Volunteer Registration
• New users complete the registration form
with minimal required information (which
can include custom questions you create),
q y ),
and optionally answer demographic
questions and upload a photo
• A new contact record is added to your
database and workflows are triggered as
appropriate
• A confirmation page is displayed and
confirmation email is sent to the new user
• The user is logged in and can now modify
their user profile, join/create teams, define
their skills, and sign‐up for volunteer
opportunities and other service activities
opportunities and other service activities
25. Volunteer Account Profile
• User’s personal info photo
User s personal info, photo
(optional), location|
• I l d Skill P fil t
Includes Skill Profiles to specify
if
areas of expertise or certification
• E t i
Entering of day/time availability
f d /ti il bilit
• Provides volunteers access to
verified service history
ifi d i hi t
26. Volunteer Activity Management
Volunteer Activity Management
Logged in user can view and manage their volunteer activity including:
• T t l
Total number of hours served
b fh d
(full volunteer history from all
HandsOn Connect clients as PDF)
• All upcoming service opportunities
(with option to remove themselves;
team captains can modify team
participation)
i i i )
• All past volunteer opportunities
they participated in (with ability to
they participated in (with ability to
provide feedback or request hours
served to be reported)
27. My Teams Overview
My Teams Overview
Logged in user can view and manage team activity details including:
• Pending team invitations
(accept or decline invitation)
( d li i i i )
• Teams Members can remove themselves
from teams
Team Captains:
• Add/Remove team members
• Email team members
Email team members
• Modify team participation
• View contact info, status, and hours served
for all team members
• Promoting team members
to co‐captain
• Delete team
28. Partner Organization Registration
Partner Organization Registration
• Partner provides organization
Partner provides organization
contact info, uploads logo, and
submits registration
• Organization record, and contact
record(s) are created and
applicable workflow is triggered
pp gg
• Confirmation page is displayed
and confirmation email is sent
and confirmation email is sent
29. Volunteer Leader & Partner Organization Portal
g
Partner Organizations and Volunteer Leaders you designate will manage
service activities they are assigned and be able to:
• Edit d d t
Edit and update select details of the volunteer
l t d t il f th l t
opportunity, occurrences, location, etc.
• View/Edit select details of related Contact
records, and Connection records for tracking
attendance and reporting hours
• Print check‐in sheets for on‐site
attendance tracking
• View pre‐defined reports
• Search for volunteers based on their skills and
send invitations
30. HandsOn Connect includes a robust reporting tool that
clients can use to create their own reports, and also includes
l h d l l d
a set of pre‐built report templates. These reports include:
Volunteer Reports
V l t R t Volunteering Reports
V l t i R t Overall Metrics
O ll M t i
All active volunteers All active volunteering Total service hours across
opportunities all opportunities
Volunteering activity by Feedback received on Overall volunteering
volunteer past opportunities metrics by:
Volunteering service Attendee lists for •Audience
hours by volunteer
hours by volunteer volunteer opportunities
volunteer opportunities •Impact Area
•Impact Area
Volunteer Demographics Location and directions •Self Managed vs.
for each opportunity partner managed
Skills of each volunteer
Skill f h l t Coordinators for each
C di t f h O i ti
•Organizations
opportunity Served
Volunteering Teams Opportunity Status Top volunteers (by #
(confirmed/pending etc)
(confirmed/pending etc) opportunities & hours)
opportunities & hours)
31. Implementation Costs
I l t ti C t
• Yearly Product Licensing costs – (annual fee) $2,000 ‐ $10,000
y g ( )$ , $ ,
Discounts available based on nonprofit status, affiliate status and
program budget size
• Training and technical deployment costs ‐ (one time) $1,500 ‐ $4,500
Discounts available based on nonprofit status, affiliate status and
program budget size
• Yearly Salesforce licensing costs (payable to salesforce.com)
• 9 admin licenses included with nonprofit edition ‐ additional
9 admin licenses included with nonprofit edition additional
admin licenses $360 per staff person per year
• 5000 volunteer logins per month included
• 500 partner organization / Project Leader logins per month
500 partner organization / Project Leader logins per month