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TEN ONLINE TOOLS FOR BUSY NONPROFIT LEADERS JANE ZHANG & TIERNEY SMITH TECHSOUP CANADA

Ten Online Tools for Busy Nonprofit Leaders

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Do you wish you were “working smarter, not harder”? In this session we’ll demo ten free or low cost tools that will help you be more productive when doing day-to-day tasks. We will look at tools that will help you with activities such as tracking tasks, hosting virtual meetings, organizing notes, making quick videos and creating online forms, and more. You don’t have to be a tech whiz to participate! This session is ideal for anyone who is looking to be more efficient in their work and wants to learn about the tools that are available. All the tools are very user-friendly and can be set up without IT expertise. Presented at the Futures Conference by Jane Zhang and Tierney Smith, October 3 2013

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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

Page 27: Ten Online Tools for Busy Nonprofit Leaders

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