Transcript
Page 1: Ten Online Tools for Busy Nonprofit Leaders

TEN O

NLINE T

OOLS F

OR

BUSY NONPR

OFIT

LEADERS

J AN

E ZH

AN

G &

TI E

RN

E Y SM

I TH

T E CH

S OU

P CA

NA

DA

Page 2: Ten Online Tools for Busy Nonprofit Leaders

ABOUT TECHSOUP CANADA

Page 3: Ten Online Tools for Busy Nonprofit Leaders

Is my org eligible?

a) Does your business number end in RR0001?

b) Do you have a Letters Patent from Industry Canada?

c) Are you incorporated as a not-for-profit corporation with your province?

d) Are you a library?

You may be eligible to get donations of…

DONATIONS PROGRAM

Page 4: Ten Online Tools for Busy Nonprofit Leaders

KEEP IN TOUCH

@jzhang99@tierneys

@techsoupcanadafacebook.com/techsoupcanadatechsoupcanada.ca/community/blogyoutube.com/techsoupcanadaslideshare.net/techsoupcanada

Page 5: Ten Online Tools for Busy Nonprofit Leaders

TOOLS THAT MAKE IT EASY TO…

W O R K W I T H O T H E R S

1. Schedule meetings

2. Host online meetings

3. Get feedback on documents

4. Get input

E N G A G E Y O U R S U P P O R T E R S

8. Stay social

9. Email large groups

10.Make quick videos

S TAY S A N E & W O R K O N T H E G O

5. Track ideas

6. Track tasks

7. Track

expenses

Page 6: Ten Online Tools for Busy Nonprofit Leaders

WORK W

ITH O

THERS

Page 7: Ten Online Tools for Busy Nonprofit Leaders

SCHEDULE MEETINGS

Problem:

• Every time you try to schedule a meeting you have to send 1,000 emails back and forth to find a time that works

• More people in the meeting means more emails and more confusion

Page 8: Ten Online Tools for Busy Nonprofit Leaders

DOODLE

Page 9: Ten Online Tools for Busy Nonprofit Leaders

DOODLE

S P E C S

Cost: free

Platforms: online

Mobile: somewhat mobile-friendly website

T H I N G S I T W I L L L E T Y O U D O

• Suggest meeting times and find out when others are available

• Let others see your calendar and book meetings with you

Page 11: Ten Online Tools for Busy Nonprofit Leaders

HOST ONLINE MEETINGS

Problem:

• You need to meet with people who aren’t physically close by

• Travel is expensive and time consuming

Page 12: Ten Online Tools for Busy Nonprofit Leaders

GOTOMEETING

Page 13: Ten Online Tools for Busy Nonprofit Leaders

GOTOMEETING

S P E C S

Cost: $46/year for qualified orgs

https://www.techsoupcanada.ca/en/citrix/product/gotomeeting-1-year-subscription-access-to-discounted-rates

Platforms: Windows, Mac(Note that Mac version has a

few less features)

Mobile: apps for iPhone and Android

T H I N G S I T W I L L L E T Y O U D O

• Host online meetings of 25 people

• Invitees can join via phone or computer headset

• Share your screen

Page 14: Ten Online Tools for Busy Nonprofit Leaders

HOST ONLINE MEETINGS

Other ideas:

• Skype (free, up to 10 people)

• Google+ Hangout (free, up to 10 people, includes video calling)

• TeamViewer (free for personal use, up to 25 people)

• ReadyTalk (donated, up to 15 people)https://www.techsoupcanada.ca/en/readytalk/product/readytalk-audio-and-web-conferencing-one-year-subscription

Page 15: Ten Online Tools for Busy Nonprofit Leaders

GET FEEDBACK ON DOCUMENTS

Problem:

• When you have a document you want feedback on, you email it to several people

• They respond by editing and updating the version number, or by using Track Changes

• You have to make sure all the changes get incorporated properly

• Discussions about the document result in long, unwieldy email threads

Page 16: Ten Online Tools for Busy Nonprofit Leaders

GOOGLE DOCS

Page 17: Ten Online Tools for Busy Nonprofit Leaders

GOOGLE DOCS

S P E C S

Cost: free(paid if using Google Apps for

Business)

Platforms: online

Mobile: app for Android, mobile-friendly viewing on all platforms, edit Docs on iPhone

T H I N G S I T W I L L L E T Y O U D O

• Multiple document editors at the same time

• Have discussions threads in the comments

• Go back to a previous version at any time

Page 19: Ten Online Tools for Busy Nonprofit Leaders

GET INPUT

Problem:

• Getting input or information from others – whether inside or outside your organization – can be a manual process

• E.g. maybe you ask people to email you feedback on a question – now you have a bunch of responses scattered across your emails

Page 20: Ten Online Tools for Busy Nonprofit Leaders

GOOGLE FORMS

Page 21: Ten Online Tools for Busy Nonprofit Leaders

GOOGLE FORMS

S P E C S

Cost: free(paid if using Google Apps

for Business)

Platforms: online

Mobile: app for Android, mobile-friendly

T H I N G S I T W I L L L E T Y O U D O

• Quickly create a form with different types of questions

• Submissions are automatically added to a Google Spreadsheet

• Embed your form on a website

Page 22: Ten Online Tools for Busy Nonprofit Leaders

GET INPUT

Other ideas:

• Survey tools e.g. Survey Monkey

• http://www.techsoupcanada.ca/en/learning_centre/articles/online_survey_tools

• Polling tools e.g. Poll Daddy

• http://www.platformation.ca/polling-and-voting.html

Page 23: Ten Online Tools for Busy Nonprofit Leaders

STAY

SANE &

WORK O

N THE G

O

Page 24: Ten Online Tools for Busy Nonprofit Leaders

TRACK IDEAS

Problem:

• You have all these great ideas and pieces of info and it’s all on pieces of paper or you forget

• How to keep track of all this in an easy, organized way?

Page 25: Ten Online Tools for Busy Nonprofit Leaders

EVERNOTE

Page 26: Ten Online Tools for Busy Nonprofit Leaders

EVERNOTE

S P E C S

Cost: free(upgrade to get more space

& collaboration features)

Platforms: online, Windows, Mac

Mobile: app available on all platforms

T H I N G S I T W I L L L E T Y O U D O

• Create text, picture and audio notes

• Tag your notes to make it easy to find them

• Access your notes from anywhere

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TRACK IDEAS

Other ideas:

• Mindmapping is great if you are a visual person

• http://spyrestudios.com/15-great-mindmapping-tools-and-apps/

Page 28: Ten Online Tools for Busy Nonprofit Leaders

TRACK TASKS

Problem:

• You have so many tasks to do that you forget about some of them and they slip through the cracks

• You aren’t sure what your team is working on

• You’re working with an outside consultant and aren’t sure what they are working on

Page 29: Ten Online Tools for Busy Nonprofit Leaders

TRELLO

Page 30: Ten Online Tools for Busy Nonprofit Leaders

TRELLO

S P E C S

Cost: free

Platforms: online

Mobile: app for Android and iPhone

T H I N G S I T W I L L L E T Y O U D O

• Make “cards” for each task

• Organize cards into lists

• Create a group board and assign tasks

Page 32: Ten Online Tools for Busy Nonprofit Leaders

TRACK EXPENSES

Problem:

• Tracking and categorizing all your expenses is tedious and time-consuming

• You don’t have an easy way to find out where you’re spending your money and how far along you are with your budget, without talking to your accountant

• You track your expenses in a spreadsheet, which works but is unwieldy

Page 33: Ten Online Tools for Busy Nonprofit Leaders

MINT.COM

Page 34: Ten Online Tools for Busy Nonprofit Leaders

MINT.COM

S P E C S

Cost: free

Platforms: online

Mobile: app for Android, iPhone and iPad

T H I N G S I T W I L L L E T Y O U D O

• Connect to your credit card to pull in your transactions

• Categorize your expenses

• View graphs of your spending over time

Page 36: Ten Online Tools for Busy Nonprofit Leaders

ENGAGE YOUR

SUPPORT

ERS

Page 37: Ten Online Tools for Busy Nonprofit Leaders

STAY SOCIALLY CONNECTED ONLINE

Problem:

• You want to be social online, but it takes too much time

• You are having difficulty staying on top of multiple social media accounts

Page 38: Ten Online Tools for Busy Nonprofit Leaders

HOOTSUITE

Page 39: Ten Online Tools for Busy Nonprofit Leaders

HOOTSUITE

S P E C S

Cost: free for up to 5 profiles

Paid plans start at $9/month

20% discount for qualified charities

Platforms: online

Mobile: app available for iPhone, iPad & Android

T H I N G S I T W I L L L E T Y O U D O

• View feeds from all your accounts in one place

• Schedule social media posts

• Track how many people click on your links

• Basic analytics

Page 40: Ten Online Tools for Busy Nonprofit Leaders

STAY SOCIALLY CONNECTED ONLINE

Other ideas:

• Tweetdeck – free and great for Twitter

• Postling – small monthly cost, incorporates more channels than most tools

• Buffer – free version, great for scheduling posts

Page 41: Ten Online Tools for Busy Nonprofit Leaders

EMAIL LARGE GROUPS

Problem:

• You want to send out a newsletter, or let your supporters know about a big announcement

• If you send the email in Outlook, you can only send to so many people at a time

• Also, you risk getting blacklisted as a spammer

• Also, you have no idea whether anyone actually read your email

Page 42: Ten Online Tools for Busy Nonprofit Leaders

MAILCHIMP

Page 43: Ten Online Tools for Busy Nonprofit Leaders

MAILCHIMP

S P E C S

Cost: free for < 2,000 subscribers

(above that, 15% discount for nonprofits)

Platforms: online

Mobile: app available for iPhone and Android

T H I N G S I T W I L L L E T Y O U D O

• Allow supporters to subscribe online

• Create & send professional-looking emails

• Find out how many people opened & clicked on your email

Page 45: Ten Online Tools for Busy Nonprofit Leaders

MAKE QUICK VIDEOS

Problem:

• You have some great pictures from your program or an event

• You want to put them together into a short video, but you don’t have any video editing programs, or any experience

Page 46: Ten Online Tools for Busy Nonprofit Leaders

ANIMOTO

Page 47: Ten Online Tools for Busy Nonprofit Leaders

ANIMOTO

S P E C S

Cost: free($3/month for longer

videos & more features)

Platforms: online

Mobile: app for iPhone and Android

T H I N G S I T W I L L L E T Y O U D O

• Create short videos that combine photos and text

• Choose music & style for your video

Page 49: Ten Online Tools for Busy Nonprofit Leaders

ORGANIZATION SOFTWARE

Software to consider for your organization:

• Constituent Relationship Management (e.g. Sumac, Salesforce, CiviCRM)

• Back office software (e.g. Google Apps, Office 365)

• File sharing (e.g. Google Drive, Skydrive Pro, Box.net)

• Project management (e.g. Smartsheet, Asana, Basecamp, Trello)

Page 50: Ten Online Tools for Busy Nonprofit Leaders

QUESTIONS?

@T

EC

HS

OU

PC

AN

AD

A O

R F

AC

EB

OO

K. C

OM

/ TE

CH

SO

UP

CA

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DA


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