Downloaded 10 times
![[TIP] Take inventory of your tech
bit.ly/tech-inventory](https://image.slidesharecdn.com/janezhangtechnologyplanning-160420202454/85/JANE-ZHANG-Technology-Planning-18-320.jpg)
![[CASE STUDY]
Brampton Caledon Community Living moved their back
office to the cloud. Read the full case study here:
techsoupcanada.ca/community/blog/office-365-for-nonprofits-lunch-learn-recap
43 locations on
one old, slow
email server
Documents
were emailed
out – risk of
missing up
versions
Got rid of server,
moved email to
the cloud (Office
365 for
Nonprofits)
Shares files
on OneDrive
– everyone
has the same
version
v2
v1](https://image.slidesharecdn.com/janezhangtechnologyplanning-160420202454/85/JANE-ZHANG-Technology-Planning-21-320.jpg)
![[TIP] Plan and
implement in
phases](https://image.slidesharecdn.com/janezhangtechnologyplanning-160420202454/85/JANE-ZHANG-Technology-Planning-23-320.jpg)
![[CASE STUDY]
“When we used Access and Excel
spreadsheets, it would take staff nearly a
month to produce one report ... now that
we have Sumac as our CRM, it takes
one hour to generate a report.”
- Cambridge Self Help Food Bank
techsoupcanada.ca/community/blog/crm-case-study-cambridge-self-help-food-bank-and-sumac](https://image.slidesharecdn.com/janezhangtechnologyplanning-160420202454/85/JANE-ZHANG-Technology-Planning-26-320.jpg)
![[CASE STUDY]
“Before using a CRM, we did not have one
place to store all of our information … now
that we use a CRM, I can look up past events
and have access to key information (such as
press releases, articles, contact information,
etc.)
in one place.”
- Maytree Foundation
techsoupcanada.ca/community/blog/crm-case-study-maytree-foundation-and-salesforce](https://image.slidesharecdn.com/janezhangtechnologyplanning-160420202454/85/JANE-ZHANG-Technology-Planning-27-320.jpg)
![[CASE STUDY]
Goodwill celebrated Labour Day by sharing 150 success
stories on Twitter. Read more about it at:
bethkanter.org/150jobs
Used Twitter and a
dedicated
hashtag, #150jobs
Shared one story per hour
of someone who has
found work, education or
volunteer opportunities
with support from Goodwill
Engaged the
community!
Industries International. Inc,](https://image.slidesharecdn.com/janezhangtechnologyplanning-160420202454/85/JANE-ZHANG-Technology-Planning-30-320.jpg)
![[CASE STUDY]
FurnitureBank collects donated furniture and housewares and provides them to people who have
recentlytransitioned out of homelessness, women and childrenescaping abusive situations, and
refugees &newcomers to Canada.
Learnmore@ furniturebank.org/ipad-can-change-500-families-lives
Manual Processing New Solution
Lotsofpaperwork.High
client waittimes(16
minutes)
Losttimeperyear
equivalentto50working
weeks
Able toserveanadditional
500clientsperyear!
iPad+ Salesforceintake
decreasedclientwait
times
(5minutes)](https://image.slidesharecdn.com/janezhangtechnologyplanning-160420202454/85/JANE-ZHANG-Technology-Planning-35-320.jpg)
![[CASE STUDY]
Timeraiser’s board and staff see technology as key to
achieving their mission. View their strategy and
budget online at planning.timeraiser.ca](https://image.slidesharecdn.com/janezhangtechnologyplanning-160420202454/85/JANE-ZHANG-Technology-Planning-38-320.jpg)
Uploaded byNetSquared Vancouver
JANE ZHANG: Technology Planning
The document outlines the importance of technology for nonprofits and introduces TechSoup Canada's resources, including a technology donation program and eligibility criteria for registration. It provides best practices for adopting technology, featuring case studies demonstrating successful implementations of cloud services, customer relationship management (CRM) systems, and effective communication strategies. Additionally, it emphasizes the need for strategic alignment of technology goals with organizational objectives and offers steps for nonprofits to assess and improve their technology use.
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JANE ZHANG: Technology Planning
- 1. Embracing Technology: Tips, Tools& Best Practices for Nonprofits Digital Nonprofit Conference April 13, 2016
- 2. Just a bitabout us …
- 3. We’re a smallnonprofit based in Toronto and a program of the Centre for Social Innovation
- 4. We make technologymore affordable through the Technology Donations Program Register your charity, nonprofit or library to see which products you’re eligible for: www.TechSoupCanada.ca/Getting_Started
- 5. How it works TechSoup Canada NonprofitMicrosoft Adobe Symantec ReadyTalk Sumac Nonprofit Nonprofit NonprofitNonprofit Nonprofit Nonprofit Nonprofit Nonprofit Nonprofit Nonprofit Nonprofit
- 6. Registration Any nonprofit, charity orlibrary in Canada can register Registration is free Submit qualification documentations techsoupcanada.ca/join/signup
- 7. Eligibility Each donor partner(Microsoft, Adobe etc.) has their own eligibility criteria Your organization type budget and mission (aka activity) determines your eligibility techsoupcanada.ca/eligibility x * *Eligibility may change over time (e.g., Nonprofits became eligible for majority of our programs in 2013)
- 8. Qualification The registration, qualification & eligibilityprocess typically takes 2-10 business days techsoupcanada.ca/support/how-it-works Your application & your organization's legal status as a charity, nonprofit or library has been verified Qual·i·fied As soon as you’re qualified, you can log in to your account & view your organization’s eligibility any time
- 9. Requesting Donations Request donations as oftenas you want through our online shop Each donor partner has an “allotment” techsoupcanada.ca/support/how-much-can-i- order Add to cart Admin fees 4-10% of retail value $519 retail $41 TechSoup Canada 1 of 4 used
- 10. Why is technologyimportant?
- 11.
- 12. Technology “Wait, technology asmy foundation?”
- 13. You bet. Here’s how technology is helping youachieve your mission Strategy Infrastructure Back Office Data Management Communications Programs
- 14. laying the groundworkwith good INFRASTRUCTURE
- 15. Computers, servers & equipment Network & internetconnection Backup Security Tech policies
- 16. It doesn’t matterif your house is well kept when your basement is flooded
- 17. Ensurecomputers have anti-virus software& that it scans regularly Makesure youhave someone local you can call for tech support Computergiving you aweird message? Ask Google! Consider local backup, remote backup,or both Security starts with you!
- 18. [TIP] Take inventoryof your tech bit.ly/tech-inventory
- 19.
- 20. Email Working on documents as ateam File storage and software Event & meeting scheduling Finances Project Management
- 21. [CASE STUDY] Brampton CaledonCommunity Living moved their back office to the cloud. Read the full case study here: techsoupcanada.ca/community/blog/office-365-for-nonprofits-lunch-learn-recap 43 locations on one old, slow email server Documents were emailed out – risk of missing up versions Got rid of server, moved email to the cloud (Office 365 for Nonprofits) Shares files on OneDrive – everyone has the same version v2 v1
- 22. Cloud Suites for OfficeAdministration • Email • Storing files • Collaborating on documents • Internal websites (intranet/wiki) • Simple external websites • Instant messaging • Video conferencing https://www.techsoupcanada.ca/en/community/blog/jane-vs-tierney- cloud-tools-for-office-administration
- 23. [TIP] Plan and implementin phases
- 24.
- 25.
- 26. [CASE STUDY] “When weused Access and Excel spreadsheets, it would take staff nearly a month to produce one report ... now that we have Sumac as our CRM, it takes one hour to generate a report.” - Cambridge Self Help Food Bank techsoupcanada.ca/community/blog/crm-case-study-cambridge-self-help-food-bank-and-sumac
- 27. [CASE STUDY] “Before usinga CRM, we did not have one place to store all of our information … now that we use a CRM, I can look up past events and have access to key information (such as press releases, articles, contact information, etc.) in one place.” - Maytree Foundation techsoupcanada.ca/community/blog/crm-case-study-maytree-foundation-and-salesforce
- 28.
- 29. www Website Email (newsletters, solicitations, updates) Social MediaDigital Storytelling Web conferencing/ online meeting
- 30. [CASE STUDY] Goodwill celebratedLabour Day by sharing 150 success stories on Twitter. Read more about it at: bethkanter.org/150jobs Used Twitter and a dedicated hashtag, #150jobs Shared one story per hour of someone who has found work, education or volunteer opportunities with support from Goodwill Engaged the community! Industries International. Inc,
- 31. Use aContent Management System suchas WordPressforyour website Sign upwith CanadaHelps & put a Donate Now button onyourwebsite Use anEmail Marketing Service like MailChimp Meet online tocut travel costs Build authentic relationships online
- 32.
- 33.
- 34. Program delivery Tracking program data Technology canimprove Administration & logistics Communicating with partners & stakeholders Communicating with clients
- 35. [CASE STUDY] FurnitureBank collectsdonated furniture and housewares and provides them to people who have recentlytransitioned out of homelessness, women and childrenescaping abusive situations, and refugees &newcomers to Canada. Learnmore@ furniturebank.org/ipad-can-change-500-families-lives Manual Processing New Solution Lotsofpaperwork.High client waittimes(16 minutes) Losttimeperyear equivalentto50working weeks Able toserveanadditional 500clientsperyear! iPad+ Salesforceintake decreasedclientwait times (5minutes)
- 36.
- 37. Do your strategicgoals have accompanying technology goals? Do you have a technology budget? Are your leadership and board supportive of technology? I.T.
- 38. [CASE STUDY] Timeraiser’s boardand staff see technology as key to achieving their mission. View their strategy and budget online at planning.timeraiser.ca
- 39.
- 40. Next Steps 1. Doa full tech assessment 2. Check for cost savings 3. Pick 1-3 short term goals 4. Pick 1 or more long term goals 5. Document your plans
- 41.
- 42. Make the mostof your IT Budget TechSoup technology donations program Open source software Crowdsource ideas (#nptech, NTEN) Reviews/suggestions of tools for nonprofits (TechSoup.org, TechSoup Canada, Idealware)
- 43.
Editor's Notes
- #19 You don’t need the fanciest computers, but they need to *work* How much productivity do you lose because your computer is slow? It adds up! Upgrade from Windows XP!! Consider refurbished computers if you’re on a tight budget
- #21 Remember that you can get a lot of this software through TechSoup Canada