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Nonprofit Radio for April 8, 2016: Pay Attention To NTEN & NTC & Volunteer Training Long Distance

Big Nonprofit Ideas for the Other 95%

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Amy Sample Ward: Pay Attention To NTEN & NTC

With Amy Sample Ward at 16NTC

The Nonprofit Technology Network & their annual Nonprofit Technology Conference are outstanding resources for everyone who uses technology for social change. Who doesn’t use technology? You need to check out their excellent online and real time programs; affordable membership; smart conferences; and great value—including for non-members. Amy Sample Ward is our social media contributor and NTEN’s CEO. (Recorded at NTC 2 weeks ago).

 

Chad Leaman & Ashleigh Turner: Volunteer Training Long Distance

Chad Leaman and Ashleigh Turner at 16NTC

Do you have volunteers who can’t always make it to your office? Bring your training to them! We’ll talk about learning styles; pros & cons of tools like Moodle, Collaborate and TeamViewer; and the value of open source resources. Chad Leaman is director of development at Neil Squire Society and Ashleigh Turner is communications manager at Options for Sexual Health. (Also from NTC).

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d come down with mette hemoglobin e mia if our conversation bled into why you missed today’s show, pay attention to n ten and auntie si the non-profit technology network and their annual non-profit technology conference are outstanding resource is for everyone who uses technology for social change and who doesn’t? You need to check out their excellent online and real time programs, affordable membership, smart conferences and great value, including for non members. Amy sample ward is our social media contributor and intends ceo of course i was just at and t c two weeks ago and that’s where amy and i talked also volunteer training long distance do you have volunteers who can’t always make it to your office? Bring your training to them. We’ll talk about learning styles on dh pros and cons of tools like mu tal, collaborate and teamviewer and the value of open source resource is that is also from ntcdinosaur on tony’s, take two blue pedicure challenge reduction we’re sponsored by pursuant full service fund-raising data driven and technology enabled you’ll raise more money pursuant dot com and by crowdster online and mobile fund-raising software for non-profits now with apple pay crowdster dot com here are amy sample ward and i from and t c just two weeks ago. Welcome to tony martignetti non-profit radio coverage of sixteen and t c that’s the twenty six steen non-profit technology conference hosted by n ten, the non-profit technology network at the convention center in san jose, california, and with me now is amy sample ward, ceo of non-profit technology network. Welcome amy. Thank you for having me. Thanks for coming all the way to the show. Absolutely from from new york and north carolina. It’s ah, it’s. Always a pleasure to meet you in person. Yeah, do so we don’t get. Yeah, we don’t get to see each other in person very often. No, your voice is the same. Thank you. You sound like yourself. You think we’re highlighting one and ten swag item? Oh, and one ntcdinosaur ag item each interview, and right now, of course i’ve got my ten headband. You probably didn’t notice that i was wearing a amy suggested exercise video, so i could be doing i could be doing yoga or squat thrust, but we have a small lead us in some jazzercise. So i’m going to take this off now and added to the swag pile. We’re all the all the swag for the show goes okay, sixteen ntcdinosaur yeah, here we are. How we doing? Way we got it. We got two thousand people. Yeah, way exactly. It’s. I am surprising how many people two thousand is when it’s in one room. You know, i think in my mind, two thousand seems like kind of, you know, it’s a big conference, but it’s not a huge conference, you know, you hear about conference like dreamforce with, you know, sell by self. What, like an entire town is coming to this conference? So our seems so small and then, you know, and like in the morning planter everybody’s in there and you look at you like there’s, a lot of people here this is actually a pretty big conference. Yeah, yeah, yeah, yeah. Turns out there are a whole lot of people that want to talk about technology for use in their non-profit at a growing number every year. Exactly. Yeah. Yeah, let’s. See? So, what are some highlights for people who are here? But of course they’re listening and tc conversation tonight there will be available starting tonight, and we want to even tease twenty seventeen. Yeah, we got twenty, five hundred people e like my overreaching twenty twenty. I don’t, i don’t think twenty five hundred. I mean, sure, you’re welcome to come, but i just think we’ll get there. No, i mean, our goal isn’t necessarily to try and grow in every year. We want to make sure we’re still serving everybody. So you’ll be ambitious and we’ll be conservative. Okay? Okay, yeah, i liked so, soldier were so highlights of this year. Well of you are on site. A couple highlights. You definitely need to make sure you go to selfie town selfie town and take some photos with the big t rex. Yeah, well, good. We can do a selfie and sell freetown unite, okay? And we’ve got i mean, all the session, all the folks that you’re interviewing there are over a hundred twenty sessions in three days. So whether you’re here or not, you don’t have to go for like, ten minutes into every single session every break out, teo, get all that content there’s what we call collaborative notes so they’re google docks for every single session where attendees in real time in the session take notes about what’s being presented so that everybody else can benefit from that knowledge even if you’re not in that room that we call them collaborative notes. But the links are just in the agenda online. So you khun browse through, see what people are writing down? Does that do this year? No, it’s not we’ve done it. We’ve done it every year for a number of years now because people like it so much, you know? They know, even if i don’t go to that session, i could just look up the collaborative notes and see what people wrote down. Yeah, exactly. And then it helps for folks who aren’t here to, they can see that, but i think even though you know, there are lots of different tools every year that people use people consistently use twitter the most of the conference, even if they’re not a big twitter user the rest of the year. So following the sixteen inches hashtag or every session has its own hashtag like sixteen auntie sees something, so if you see on the online agenda, even if you’re not here that you really want to follow that session, you know, just put that into a twitter search even if you’re not a twitter user and follow along. What what folks are saying? Because people post so you can’t read all of them all of the treats you have tio, you know, filter it out, but because i think that’s what’s different about the ntc people want to be sharing what they’re learning, you know or share what they know it’s not like, oh, i’m here to learn everything and write it down in my secret notebook, you know? Yeah, but intent is not like that either. Exactly. Well, look, by the way, let’s put a little shout out for another hashtag non-profit radio yes, i can’t say that we suffer from too much you can’t follow-up it’s not however i mean it does well it’s respectable hashtag yeah tech non-profit radio no intend intent is definitely a very collaborative sharing. I mean, even for non members. Yeah, you have a ton of content available, you know about the year. Exactly. Yeah. This morning at the plenary, i was highlighting one aspect of intense content. And today was the research that we do so five to eight reports every year some of those we do by ourselves because we just need them to happen on others we do with partners or sponsors. So them, the most recent report is the state of the cloud, which we’ve only done one previous time, and that was four years ago. And the difference between that report and this report is that now one hundred percent of people responding said they use at least one cloud tool, whereas that was not true four years ago. So looking now, okay, if we do that report again in a couple of years, what’s the difference, then everyone says they use at least to everyone, you know, clearly that’s the trend. So but all of that, i mean, that report and all of the rest of our research you can download even if you’re not remember. So go use that knowledge, especially if you’re trying to make the case to your board or to your staff that you want to change something the research is there to support better decision making and ten dot org’s because you don’t know now intent. This’s. Eventually i’ve been to your nine nine because i’m a member yet that i’m a donor. Yeah, in a nosey where’s, the you’re underpaid should be lobbying for double double n t e end. But it’s non-profit technology enterprise network that is the original name when we were incorporated by what happened to them. Well, i’m pretty sure that, like on day two, after having that name, enterprise didn’t make any sense. I don’t even know really what enterprise was meant. Teo really symbolize a lot of people, actually think, you know, just cause they haven’t looked up. R r incorporated name. Ah lot of people think the e stands for education, so we’ll get we’ll get people writing to us. Say, non-profit technology education network, which sounds great. It’s, not us. Maybe that is an organization out there, but yeah, do not donate to the non-profit technology. Education work, right? Yes. You want to give to end exactly the legitimate riel and ten? Yes. Okay. Just a little novelist thing about. Yeah, in the ensign history. Yeah. If antennas ever a category on jeopardy. That what does the e stand for? Could be one of the topics. Yeah, and you will get it right. Enterprise. A village, it times. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive durney martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website philanthropy dot com fund-raising fundamentals the better way. Dahna okay, but no it’s very collaborative. Now, even, you know, if you’re not a member, you’re welcome tow to the to the club’s. Yep. Throughout all the way. Yeah, yeah, we have tech clubs that air in the u s in canada, in poland. Yeah, and if you want to start one wherever you are, happy to help you start one, even if you don’t intend member, even if you’re not in in ten member that’s. Wonderful. Yeah. Ok, so that so you’re fostering that kind of exactly hearing and this is no surprise. I mean, there’s, you see, you know, we’re not an association. We are a c three and we have a membership because for us, membership helps us know that we’re either on track or we’re not. If nobody wants to join anymore, then we’re clearly not delivering value. And if people want to join and they want to renew, okay, then we’re on the right path. You know, it’s an indicator for us, it’s, not our business. We’re not an association, and we’re never going to achieve our mission by saying everyone has to be a member, right? If if our mission is really that all non-profits are able to use technology to really do their work to really meet their mission. Well, we can’t say they all have to be members because then it’s gonna be even harder to reach an already impossible mission, right? We’re creating way too many barriers for ourselves. Yeah, actually, that’s what i admire about the organization i do embody that also where you share on non-profit radio month after month after month for three years. Now you kayman after that. You came after the hundredth show? Yeah. Hundred schnoll was your first. Yes, it was my very first. We’re coming up on three hundred this july. Yes. So that b two hundred sho? Yeah. Four yearsworth. Exactly. Yeah, and thank you. Thank you for giving me access to your stage. Yeah, very welcome. Anytime. Yeah. You’re going to stick it out through july, right? I think so. Yeah. Three hundred? Yeah. Six years. Okay. Back-up let’s say, you know, this is our opportunity, our annual opportunity. Tio recap. Inten yeah. Uh, right now we know the mission. Of what way do you want to become a member? He’s? Very like me to say affordable, yes. Very reasonably accessible, accessible. Yeah, like, yeah, it’s. Not cheap. Okay, yeah, we’re accessible. Yeah. Run that down. So if you are for the most common situation, is that a non-profit has less than five hundred thousand a year? Is your annual operating budget that the majority of non-profits non-profit radio listeners? Yeah, exactly. Yet. So it’s seventy dollars for a year for all of your staff to be that members all your staff, the whole organisation, as many people as you want to have joined. Exactly that. If you’re at that budget level that annual revenue with an annual budget of a half million dollars yellow as many people, you can stuff into a membership welcome for seventy bucks. Exactly. And you save three hundred dollars on all of those people coming to the ndc. Um plus, of course, there’s all the benefits he around, you know that aren’t just here at the ntc, you have access to webinars either at a reduced rate or for free. So for example, you were just on one of our ask the expert webinars and noser those air free. But they’re only open to members. So you get to talk to smart people like tony every month and ask question about all different topics on dh those have really spanned, you know, sometimes like yours was on podcasting, so much more niche, but then there’s others where they’ve been about, you know, finance or hr, what are the tools for that? What are the things i haven’t even been thinking i’m supposed to be doing? You know, all kinds of topics on dh, then outside of education discounts and auntie si discounts, members are promoted through all of our content channel, so you should be submitting a guest article for one of our topics each month. There’s a different topic on the website participating and research participating in tech clubs. You know, we want to make sure that if you are remember, we’re promoting you up and you’re getting access to leadership, you’re getting to be a volunteer and have you no access to new skillsets through that mean, really, we want to make sure if there’s something that we d’oh or something that we can do that helps you in your career were providing that avenue throughout town about thie over half a million dollars a year budget what’s the what’s the cost there for membership. Then the costs go up by your operating budget kind of level. So under five hundred above above that up to a million and there’s tears from there. But even the highest here, i believe, is three. Thirty five. Oh, my god. So even if you have millions and millions of position, right, three hundred thirty five dollars, right? So we’re talking. Yes. Accessible? Yes, exactly. All right. Well, should we? You know, we should, uh, a little more a little more about the ntc because we wait. We kind of glossed over where we’re sitting right now. Yeah, what’s coming up days two and three. So, yeah, so tomorrow we have at the plenary at least three different folks who are going to talk, you know, this morning we had ignites. So those air five minute kind of short conversations tomorrow are three key notes are going to have a really luxurious fifteen minutes to talk, and then we’re going to have a conversation together. And they’re all talking about different perspectives around digital equity. So looking at myths that we all may be ah participating in or believing when it comes to who is online, who has access to our beautiful emails were crafting every day, you know? And what does that mean as faras our own digital strategy for not thinking about who’s really trying to access our content? But we’re jumping all over, okay? And ten last year, this was an issue you and i talked about on the show was was encouraging. Uh, non-profits to do speak to the fcc to make comments about the deal was a digital inclusion actors so that’s that’s that actor’s past. We’ve passed that yet? Yeah, and we also last year had a report similar on a similar topic around digital adoption and whether organizations even saw themselves as part of that work, you know? So i think tomorrow will be a good kind of next next section of that conversation. Yeah, sensibility, but equity, exactly. Yeah. Accessibility, let’s make it right. Just because a library exists doesn’t mean we all have access to that library either, right or the times it’s open or the limited number of computers there, maybe. Or the bus fare to even go on our on the bus to get to. But, you know, all of these pieces contribute to us thinking, oh, everybody, you know, because this is san jose or because i live in portland and it’s a city everyone’s online, they’re not still write. So are different presenters were going to talk about some of those misperceptions both urban settings, suburban, rural settings, a cz well as larger systemic, you know? So who is making the tools we’re using that’s? Not necessarily all of us a right. So does that mean that they’re going to somehow make a tool? That’s really great for me if if someone like me isn’t part of that process, so just kind of raising a lot of questions, i think i don’t know that there’ll be a lot of answers tomorrow, but there’ll be a lot of questions on and then we’ll have a bit of a conversation. So i think that’ll be a good day, too. You know, the first day we got to feel things out, meet some new people. Tomorrow we can go a little heavy, and then on the final day on friday, we’ll have more of those ignite presentations. And the theme for friday’s ignite is it is oh, makers n p tech makers today was my blank career. Yeah. Yeah, makers. Friday, what’s makers, makers. So these are people who have made a tool there, people who have made a community there, people who have made something inspirational in their life. They ve made a physical space, you know, they’ve they i think folks are taking a pretty diverse definition. Turn on friday. Yeah, yeah, but i’ve had the opportunity to hear all of their talks ahead of time as they submitted their slides and came to rehearsal. And they’re kind of all over the place. It’s going to be great. Okay. Yeah. It’s ignite sessions, your slides move automatically. Your whether you’re ready for them to move or not. Right. Exactly. Every every how many seconds? Every fifteen seconds. Yes. All right. Yeah. You got to keep pace with your slides. Exactly. Your husband max, is stage managing. Yes. Oh, he’s there with a stopwatch, i presume. You know, wave automated that power but it’s every fifteen seconds. Yeah, exactly. And you know it’s surprising how much you can say in fifteen seconds if you planned for it. If you are someone who you know is going toe into it your way through your presentation you’re waiting for to slide, to pop up and then you kind of react to it. You will never stay out of it, you know? You have to have thought ok, i could only make one point per slide, right cause fifteen seconds. Just going to fly by. Yeah, ignite. Yes, yes, i think they’re a spectator sport. You know, that’s why? They’re great. That’s. Why? They’re great for the ndc. So what was the reaction today at the my blank career ignites? They were really great. They similarly, we’re kind of taking a few different paths. There were a couple folks whose ignite story personal story was more about, you know, reflecting back and thinking, oh, i actually have had a career, you know, first is all these different jobs that at the time felt like a totally different path every time i took the, you know, took a new job. Now, looking back, i can see there is a through line, right? And there was some sort of purpose to all of this on dh then and then a few folks talked about kind of challenges that they’ve had. So, you know, in my career have i made the right decision. Or was i really kind of living the values i said? I wass or was i kind of leaving people in the dust as i went through there? So i think there were some good contemplated sessions and some some funny ones, as people realised, you know, for example, molly. Her title was my cheese castle career, because in wisconsin, she worked at the mars she’s castle, and, you know, she learned some valuable career lessons while working in a cheese factory. So, yeah, we’re learning every day, exactly, exactly, technology. Wait, we should teo little more shout out about about intend, okay, the features of of what you’ve got going on, whether or not a member, you know what else is happening there. So i think some of the biggest stuff that’s goingto go on this year twenty sixteen wise for antennas where, where? Changing a bit of what we consider our educational programs and, you know, it’s twenty sixteen it’s pretty easy to come across a webinar on the internet, you know, and we’ve always held very high standards for content that was in a, you know, an online program like a webinar for ourselves, but that doesn’t mean anyone else knows that our standards air different than anyone else’s on dh. So what we’re going to do this year is change that focus and have it be really explicitly on training. So if you want to participate in a program with us, even if it’s a one time program there will be learning objectives, there’s, homework, there’s, riel, riel training that outcomes that, you know you’re getting on dh, that you can actually do a number of those and have them add up to a non-profit technology perfect. Professional certificate so if you complete enough programs in, you know, a year will be able to give you a certificate creating a sort of exactly and ten certification yet exactly. Oh, yeah, and that way, folks, you know, that we’ve heard from for years have who come to intend for training because a there’s nowhere else maybe that they thought they could go or was directly on the content that we had, you know, four non-profits on technology versus just maybe technology for anyone or more business focused, but also that there’s some sort of validation, they know these things, right? I mean, i think a very common story you’ll hear even at the anti sees that people say, you know, i was hired to do x i was hired to be the communications manager, but actually, i’m now in charge of our website, you know, i’m working with our advocacy team on all of our data management, and i want to prove that i have technical skills, even though maybe that hadn’t been written into the job description when i was hired esso i could i’ve either get a raise or maybe go to a different team or go to another organization, but i can’t i can’t prove i have those skills, you know, cause i don’t have my college degree in this topic, you know, tc conferences, right? Exactly. I yes, i have my own learning, but i don’t have a way of proving exactly what this is all led to exactly. Yeah, yeah. So that, you know, we’re not trying to say this is like your master’s program or anything exactly it’s professional certificate to help you have that proof that someone else can stand behind you and say yes, you know, tony really does know these things. Okay, you know, what is this certification called the non-profit technology professional certificate. Okay. Very aptly, yes. You know, i believe in naming things for what they are. No, you’re non-profit radio, you know, that’s what it is. Okay, so you haven’t rolled this out officially technically yet? No, we’ll be announcing it at tomorrow’s plenary. But, you know, the kind of shift in training away from more one time webinars that feel, you know, like you showed up. And then you left into webinars that have those riel learning outcomes. That’s that’s already kind of a shift. That we’re making in our scheduling and planning for all of our program’s going forward. So we’re going to see, like, two credits, this this will be we probably won’t call them credits no, because it’ll just be a class a program, okay, how do you how do you lead to you? How do you know what you need to do to get the certification? Ah, well, first it’s all on the website, but there’s a corps. So, you know, no matter what, you’ll take this kind of ten week, make sure you have skills across an organization, and then you just have to take five more more courses during the rest of the year. So you just pick oh, this one really interest me or i want to only do one on fund-raising because that’s, where i’m trying to prove i have these skills or, you know, so you kind of choose or they’re kind of like electives, you know, the rest of the time, okay? Yeah. Yeah, just one certification, not different tracks. So i know now is this ash, shepherds, department abilities and he’s education? Yeah. He’s, the education director. S o he’s. Certainly deeply involved, but like anything it in ten. This is every all hands on deck. You know, everybody controlled contributes yet exactly because at the end of the day, it’s going to take communities and take membership. It’s going take marketing. You know, everybody is gonna have to be a part of it being successful. Okay? Yeah, we have another couple of minutes to get. Okay, what else you want to shout out about and ten for twenty sixteen or maybe even ntcdinosaur nt s o the twenty seventeen ntc will be the same dates is this year, so you can go ahead and reserve on your calendar now, march twenty to twenty five. Just the you know, the full four days for however, everything that plan’s out so same dates and we’ll be in washington d c back at the gay lord where we were that we were we’ve never been at the gaylord. Where at the wardman park marriott wardman park. Oh, that’s. What? We were looking for something else. I’m sorry. No it’s. Okay. It wasn’t a competitor to intend. No worries on wardman park that’s where we were two years ago. Right it three years ago, however many years ago, it was yeah, for the fort fourteen. Auntie si for the fourteen. Because there’s. Sixteen and then we’ve got every three years. Yeah, back. Yes, yes, it was marriott wardman park. Cause i was shout out the beginning of the buy-in beginning of every interview. Sure, mary-jo? Yes, just okay. Okay. So that’s twenty seventeen, same dates. More? Yep. So, anybody just i mean, same processes every other year so anybody can submit a anti seizure shin idea. It could be a session that you want to present. It could be a session that you want to attend and you know, you’re basically saying, please, someone delivered this session for me because it’s what i want to learn on and that will open at the end of may, and that will be open for six weeks. So all the way through june and then in july and maybe a little bit and august, i think mostly in july is when everybody convert on sessions help filter down that list we normally have between four and six hundred submissions and there’s only going to be one hundred twenty, two hundred thirty on the agenda. So the voting really helps us. Yeah, and that that way by the fall we can say here’s the lineup and registration opens november first. Okay? Yeah. Twenty seventeen will there be? You think they’ll be anti seek conversation again next year was too hard to tell whether we’ll be. Yeah, i dont evening or converse is yeah, we don’t have a lot of knowledge as faras those services will be something they’ll be. Something goes you can’t go. Yes, exactly. There’s always something. Even if it’s collaborative notes there’s always something for folks who can’t come. Okay, yeah, i’m proud to be the host of ntc conversation. Yeah, everyone of the sessions at the end of the day is going to be uploaded yet on dh available on soundcloud on the ten sandorkraut account. Yep, exactly yet. And we’ll post them all on the ntc website on the ntc conversations page so you can just click right through the agenda. Okay, yeah, in the coming months, we’re all going to be out non-profit radio exactly as well. Every sample work it’s true. Yeah. I’m awesome. Thanks for having me. My pleasure always. Hey, twenty martignetti non-profit radio coverage of twenty sixteen non-profit technology conference the hashtag sixteen ntc thank you so much for being with us. Volunteered training long distance is coming up first. Pursuant their tools are made for small and midsize non-profits that’s why their sponsors? It fits perfectly. You choose what he works for you and leave the rest behind it’s like ala carte fund-raising management. Very simple. Check out the tools pursuant. Dot com crowdster continues their deal for non-profit radio listeners get thirty days free or fifty percent off. You could try a crowdster peer-to-peer fund-raising sight completely free for a month. Or take the half ofthe deal that means pay for a month and get a month free. Sign up for two months. Get two months free it’s for for two or six for three or ate for four. You see the pattern developing its its doubles. Or you could take the three months. Claim your deal at crowdster dot com in the chat window. Tell them you’re from non-profit radio and choose which deal you want now. It’s. Time for tony’s take two it’s blue pedicure challenge reduction. Just like where in the world else would you go? The blue pedicure challenge returns. This is part two of me in the salon after my friends from high school challenged me to get a blue pedicure if they got metoo three hundred facebook likes back in twenty thirteen i do the powerful treatment, of course you gotta have the callous removal, the color application and of course the drying follows immediately. I know, i know, i know a lot of you know that men may not, but you gotta have the drying. If you’re gonna have the color, you gotta have the drawing. You can’t have that you can’t have the color without the drawing gotta have the drawing and it’s there the redux video is up you know where to go tony martignetti dot com and that is tony’s take two live listener love! I can’t shout you out by sitting state because we’re pre recorded today. However, you know that the love goes out the love always goes the love is going it’s just not pinpointed love but the live lesser love it’s coming it’s coming right to you it’s going and it’s coming going from here it’s coming to you goes and it comes you have it, it’s it’s in your lap! Live listener! Lap live! Listen, love podcast pleasantries, whatever device whatever activity wherever, whenever pleasantries to the over ten thousand podcast listeners and our am an affiliate am and fm affiliate stations affections to each of our affiliate listeners, i know you’re out there, and i’m grateful affiliate affections to the affiliate listeners here are chadband hman and ashley turner with volunteer training. Long distance also from ntcdinosaur welcome to tony martignetti non-profit radio coverage of sixteen ntc non-profit technology conference in san jose, california, at the convention center with me now our chad limon and ashley turner. Chad is director of development for the kneel squire society and ashley turner is communications manager at options for sexual health. Chad actually welcome. Thanks. Tulani. Pleasure. Pleasure to have you with unison. We’re in sync. So coordinated. Yes. Your session topic is here, there and everywhere. Distance volunteer training. Ashley, do we need to get our mind set first? Just being willing tto recognize that there’s value in doing training for volunteers? That is not face-to-face we just have to get our minds right first. Is that it? Yeah, i think we do have teo to adjust to it a little bit. It’s? Definitely not. Picking up emmanuel and reading it anymore. It’s definitely much more involved, but it also gives us the ability to do a lot of different things and made a lot of different learning styles. Yes, learning styles. Chad let’s. Say something about how do we know what different styles are out there among our volunteers? Yeah, so there’s in general, four types of learning styles, visual learners, auditory learners reading and writing and kinesthetic. The truth is, we all learn a variety of ways, but some people have preferences in town. They prefer to learn are they learned bath so providing things through mobile multiple modalities can help people learn retain better and so doing that to be a distance. Actually, some benefits because you had to newsome technology to, like, show video or play audio or have pictures a supposed to sometimes like face-to-face someone standing in front of you in the room. Okay, how dispersed are your volunteers at the kneel squire society? Their throat canada throw canada latto ours in our burnaby area, but our model provide has volunteers and clients. I can’t make it to her office, able to connect through ah live on one on one computer training, so it allows us to reach people that otherwise we won’t be able to reach in actually grows our impact with instead of having just people that come in her all this month. Monday to friday nine to five volunteers khun do their tutoring or training afternoons, evenings, weekends, whatever works best actually allows us they reach people that otherwise you wouldn’t okay actually options for sexual health. Are you canadian? Also? We are yes. Okay, are you equally dispersed or we’re not all across canada, we’re just in british columbia. We have sixty clinics that operate through a british columbia, and we have volunteers at about forty nine of those clinics. So we definitely do have a lot of geographic reach. Okay? And in terms of our volunteer training is this we’re doing this virtually ongoing is not just initial training, but is there a need for continue training as the person goes through the life cycle of a being a volunteer? Yeah, actually, yeah, absolutely. So right now what we’ve done is we have the online training that kind of sets are level one, volunteers up to b level two volunteers and after they’ve done the level to volunteer training than what they can do to continue their own education is participate in our webinars and our clinical webinars, as well as repeat the training in the future if they want to continue their education. Okay, what? What distinguishes that duvette levels? Yeah. What kind of question? So for us in our clinical setting level one volunteers to a lot of good men work. So they’re the backbone of the clinic there’s supporting the clinic. They’re providing any attention and support that our staff need our level. Two volunteers are providing contraceptive education training, so they are herbs. So i volunteered around the contraception with the clients that come in. So they’re providing the education for our clients. And with that, the training that we give them allows them to sit with the clients, provide the information, educate them. Okay. How about kneel, squire? What volunteers doing there? Yeah. It’s a very different from ashley’s works where they have people working in clinics. Love. Our volunteers are basic computer trainers, computer tutors. So the mount training we have is definitely not as long. Or his deepest ashley’s eyes more just helping people like use of the technology that used to set up and give them some teaching best practices, toe health um, being, in fact, impactful tutor. Okay, all around it. A technical learning. Yeah, yeah. So it’s and it’s really driven by what the person the disability wishes to learn. So perhaps i want to learn to how to use, like office or word or excel and that’s. Great. Maybe they want to learn how to use facebook to see what the kids are up to, our snapchat or whatever, right, so it’s really driven by like what their needs and their goals are, and then the tutor because it is one on one they work with, um ah, i’ve thrown pacing and see the screen from their screen. Um, connected them, and we’ll help, um, meet and work on their goals. Okay, all right. So let’s, talk about some of the strategies xero we all can benefit from and for virtual volunteer training. Who wants to start with some strategy ideas? Yeah, we talked a little bit about this in our session. Where there’s different tools, i can allow you to kind of help do others online. This is training. A lot of ours has done synchronously like through a webinar. So the volunteers that we’ve recruited come in. And we do an online training session with, um and it’s the same platform that they will then use when they connect two their participants there tutoring along the way. So there’s synchronised sort of learning that kind allows us to connect in real time to do some skilled developments of technical testing with the person. Make sure the computer is writing, enable and helping them the skills they need. Ashley has ah, different model that they do their volunteer to anyone. Go ahead. Yeah, so we use model, which is an asynchronous model. And basically, what we do with our volunteers is there’s eight weeks of training where they participate around two to four hours per week. And they are longing into this middle course so that they can read and view different videos and discussion forums and quizzes and journal post so they are very much involved in as charges, saying earlier we use different methods to kind of get the learning happening. Now i let chad slide on durney martignetti non-profit radio have jargon jail, let it slide on the secretive so you can you can get him out. Everyone may not know what on a secret his toys, i have to pass it back to chat. Sure you’re on top. Well, chad, get himself out. There we go. There we go. I document grieving climb out of it. Yeah. So synchronous would be, like, live real time learning. So like, for example, in education, that would be like you’re in a classroom together. So today we’re all doing this. So synchronous is like a live, real time sort of thing. So technology tools enable that might be like, ah, twitter chat might be ah, weapon are those would be like synchronous examples where asynchronous is sort of at your own pace or your own time. So if the synchronised is your classroom, asynchronous would be like your textbook but someone could work for. So the model platform that we both use but actually uses for volunteer training. It’s like a website. But bill specifically with learning places, pieces in place, right? So you can have a form or quiz, and that all comes as part of it. You just kind of literally click a button to add a new quays, and they start taking your questions for people along the way. So the best method really is a bit bland. Tohave, you know, some live face-to-face time to build some report, but also have some asynchronous things to support people to ganga with their own pace. The latto research shows that a blend of the both is really the magic sauce. Okay? And your session is going to be spent. Or you did send your special did it already. Pros and cons of different tools. Right. So, yeah, we talked that’s, let’s dive into boodle. Yeah, yeah. We talked a little bit about, like, volunteers and engaging volunteers that’s on the benefits of having a distance model and how it could grow your impact. And then we did talk about some of the different tools that we both use along the way. Model is an open source tool. I was free to download free to use our i pay for some of the host because i don’t want to worry about administrating a server along the way, but and it’s ah totally open. So we’ve done like a lot of customization at our work to try to make it more accessible to people, the variety, different abilities or disabilities we’ve built, like a scream leader for our site, we built a custom youtube player to allow it to be easy for someone as low vision doctor control the playback of the video, so we’ve done a lot of work try to customize it, to make it a simple and easy as possible for people to use and that’s the beautiful thing with open source is you kind of have you can tinker and play and adapt to meet your own personal needs. Ok, actually, what would you like to add about boodle? Yeah, one of the cons that we’ve been experiencing lately is we’re using an old version of mood or one of the cons. You’re one of the concerts that we’re using the old version, so we’re having some things that are starting to not work the way we want them to. So i mean that the pros of open source is that they’re amazing and you can customize them and you can make him do the things you want them to dio. But unless you have someone who is an expert on site upgrading them to the new version when the new version comes out could be a real challenge now, is that a cost? Reason is that why? Why you? Using an older version cost and time i would say the to kind of go hand in hand non-profit a lot of the time but absolutely it’s it’s a cost issue. It would cost time and money to get up to where we wanted to be so okay, yeah, okay. Anything more about boodle that we should share with listeners i want to get yeah, just like it. No one’s looking at building a learning platform i would say give it a shot. It’s used by over, like eight hundred thousand universities worldwide. The open university in the uk uses it and it supports over a million people connected to it on a daily basis. So it’s super robot! Some people have this misconception that always open source software is going to be flaky. This is this. Like rock star, six, super well supported by the community, their head office there in australia. But there’s. A number of, um, oodle connection, sort of communities around there that you support the australia. I don’t know about birth and the world. I love australia. One other thing i love. Australia doesn’t, but i do look now. Okay, so we have exhausted boodle anything more you want to share? My little quick thing to add is that our volunteers, regardless of kind of how tech savvy they are, they do, for the most part find model quite easy to navigate and quite easy to understand. We do have to give them a little bit of set up and support and getting used to it, but once they’re logged on the majority of them, do you find it quite easy? Deals for the interface is is good even for low, low tech sophistication. Absolutely. All right, another one you were goingto we’re going talk. Teo gotomeeting both using goto or no, i’m using another tool called blackboard collaborate on it’s a webinar tool very similar. I mean, i want to talk about gotomeeting oh, you’re taking over the show. I’m sorry i had to yours. Us what again? Blacks missed it so quickly. Yeah, very carefully. And latto the tool that i’m using is called blackboard collaborate. One of the reasons why we went with that tool is because its primary markets education, the united states education i states is like super well regulated around accessibility. So law of accessibility features that some of our users would need are there in that platform comparatives on the others that are on the market at the time when we chose that other tool, i’m sure things have evolved in the last few years. Um, and the other thing that with the r black or collaborate licenses, i can kind of set up infinite webinar rooms they haven’t synchronously. So i have, you know, an online career program that people in bc might be doing, and then that could have four five different webinar rooms where people are doing one on one volunteer training and then a wellness program we’re going on in the eastern side of the country allows me to kind of have one interface where can manage all these different rooms and tools, and and it works, you know, when it works, it works really well on this job of bass. So it works across platform. Is that is that open source also know is not open source? No, no, no, the open source of equivalent that is, uh, we’re going take a serious look at coming up is called big blue button. So is again a weapon. Our tool, but it is open source on dh. We’re starting to investigate that and attempt to kind of drive down costs. Actually, you are not using the blackboard collaborative. No, we’re not. We’re actually not using anything for our volunteers. Currently we are using go to webinar as something that our clinical department is utilizing for education purposes are volunteers do get to access those weapons, as i mentioned. But we’re not using it as a part of our training, training, training or? No, not yet. Okay. What other weather tools were you? Did you did you evaluate? Ah, when we looked at blackmore cola and going black were collaborate. We looked at about five or six other ones along the way. A lot of the weapon our tools are or were flash based use flash which for people with disabilities, especially the vision and disabilities. A screenwriter flash could be a real problem. Some flash is accessible, but a lot of them they just get like this. You know, there is an apple it here and have nobility that control. Click the buttons. No was going on at all. So for us, that really narrowed the scope quite. Quickly, um, when that is something, the tools are really not accessible toe portion of our users. Okay, why don’t you just name name you name a couple of them that you’ve got because others, you know, others may not have the disability population that you have. Yeah, yeah, one the ones we looked at was ah, adobe connect, um course, adobe flash based like, not not a big surprise there. Um, we did look at the goto webinar meeting, but i didn’t kind of have that like that back in ability to manage a bunch of different rooms and set it up. Um, i think what else we did look a big blue button when we chose black work elaborate, but it was very it was very new at the time, like it wasn’t polished, they know there’s a missing certain features at that time that have come along since then. Um, i’m not i i did try to use likes on google, plus hangouts that can i duck tape some skype sessions together sort of thing, but that i didn’t have this sort of a mean in the back and that, though one of the kind of quality control things that we have with the black work collaborate is all the weapon our sessions. We have set for one, one tutoring to record. So if ever there is a complaint like, hey, you know, he was offensive to me, or he wrecks something, our blob of law, we can actually look at the recording and for the investment to is great cause they could go back. They could wash it archives. So they showed him, like, oh, how’d they get my pictures off my phone? And what did i do when i’m missing? They can actually watch that recording of class of that learning material stays with them before. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they are levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end, he hosts a podcast for the chronicle philantech thirty fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. Dahna actually, you’re nodding a lot. That recording is important. We don’t actually do that. I’m just nodding because i think chad system is awesome. I think it’s, a really great opportunity for learning, so i’m jealous, just sitting over here, being jealous of that system, okay. Ah, what else you had, like, a ninety minute session? What else have i not ask you about? Actually any more tools that we haven’t talked about? No. Okay, if you were going to do like aa one toe one sort of tutoring again, the reason i chose weber thinks i fifth of multiple different learning programs. We haven’t organization. If you’re just going to a one to one tutoring, i think you could go with this guy sort of thing that another great tool is teamviewer it’s. Super low cost. It works like on your phone to connect or whatever. So, you khun connect on sloane’s computer pretty easily through that. So that that’s another to live sometimes uses back back and support in-kind of game thing. Set up a second cents on a length or they can kill, like click instantly. I can see their desktop of screen allows me to, like, fix their audio settings or, you know, once the spyware tools or whatever, like, try to get the computer. So it’s healthy enoughto tulani teamviewer teamviewer teamviewer. Yeah. Yeah. Okay. Wait a couple more minutes together. What else? What else have i not ask you about that? You want to share around this whole idea of volunteer training? A virtual volunteer training? What else? We got it covered. I think i might have. Mentioned this a little bit, but just to expand on it. One of the riel awareness is i had when i was preparing our presentation was i was thinking about are we did a program evaluation in two thousand fifteen, and one of the things that came out of that is that a lot of our volunteers have said it would be really great to have a level one training similar to the level to training and there’s no specific training for level ones, and i went well, no, they’re actually is it’s just a emmanuelle that you’re not using, and it really spoke to the fact that when we have such a distance between us and when we have different sites in different locations and different staff members that are working with the volunteers in order to have consistency, having the online training is a really key piece of the puzzle for us, like having the ability to have everything connected, everybody connected to the same piece of the same time really gives the opportunity for the volunteers to be on the same page no matter where they’re located. Yeah, chad, this idea of connectedness totally, yeah, i couldn’t. Agree more, and it really allows, like to grow the impact of, like you’re working your organization, right? Not everyone that you want to serve or that could help you, and further your mission lives in a five minute drive or short bus ride away, right? So really allowed us to go from ah very successful award winning program was delivered at our office to something where doesn’t matter something disability isn’t able to get out of bed or that they live in a rural town and have difficulties. Transportation like we can really meet the person where they are through using these tools, right? And so it really grows are impacting allows us to in-kind scale at a really small cock, i felt like i was going to open a new classroom somewhere, you know, rent light internet like you knows tons of the cost of that right or for me to, like, deliver connected sametz computer home is, you know, just the price, my weapon or to one, it doesn’t cost me more to add another weapon, our room, right? So it really allows us to scale or impact at minimal to no additional cost kottler let’s talk. A little more about something you mentioned earlier. If you’re around open source that it’s not gonna be reliable, whatever it is sabotaged, you know, wherever deep fears run, where can we lay some of these concerns? Yeah, i’ma hoping that that that’s been put to rest those promotion, every web server runs on a limb it’s background, a tip ashy, both open source tools. You know, it’s an allows things to grow beyond the control of one sort of corporation. Anything along the way, right? The world is big and beautiful, there’s lots of smart people that contribute add things along the way. So i personally feel that when you close your walls, you’re closing yourself to innovation and and to the community. Right? So it doesn’t dahna it’s a model that i prefer to support, the open sources, can i connect people to grow and there’s created huge culture like around model. There are tons of different plug ins that people have built along the way is with learning management piece is like solid and totally works. You could build things for it. We built and releases shared les screenwriter so, like, if you get anyone can add it to the site and it just allows you got texas page there’s a play but beside it so you can listen to it. So that means different learning styles, different disability needs and sometimes, like, you don’t really want to read like the twenty pages again, like, just play any kind of listened through it, right? So that’s, just like one examples on that we’ve built it was a huge community that built like different sort of layers for the pages are different toolbars, so it really allows things kind of grow abandoned and meet more people’s needs as well. So actually open source, you’re you’re a fan so far. Yes, i have to admit i’m very new to kind of a lot of the tech things and i’m not very tight check knowledgeable, but what our experience with open source has been has been fantastic and as somebody who is relatively new to the to the tech side of things, i look at it as something that is easy to customize and therefore easy for us to learn and adapt and get what we need out of the open source dahna it’s actually valuable, you know that you’re not you don’t have a tech the tech background yet. It’s. Not anxiety producing for you, you know you’re not. You’re not afraid of it. No. Like a minute left. What do you want to leave people with around this idea of virtual volunteer training? Actually, what do you want to wrap up? Our volunteers in our organization are the most valuable asset that we have their amazing, and they deserve to have the best opportunity to get the training in the knowledge and the education, and we feel that providing it through technology has really benefited our volunteers. Yeah, i would say in doing some things online, you can actually do things that you totally couldn’t do, like in a classroom like having ah, pulling on there are having that sort of recording and playback having options to kind of share screens are too around websites the chat box, right? Like, you know, when you’re in your typical class was like i don’t pass notes that’s totally flipped in a webinar like there’s a chatterbox, and i encourage people like to share our comment and how they feel comfortable, right? Maybe someone doesn’t feel comfortable like having their voice heard, but the type of messages feels safer for them, for whatever reason, our love like a lower buried entry, so a lot of people think. That all you know, when you start introducing technology on going at a greater distance that you, you’re losing something, but i think you’re also gaining a lot along the way and opens a lot of possibilities. Just tell me, what do you love about the work that you’re doing? Um, i will well, i’ll give you the short version, but when i was going to university for computer science, it came apparently pretty quick that was never going to be the smartest nerd in the room at all, so i had the opportunity to do like a summer internship at the kneel squire society, and and that really resonates me. We’ll have the opportunity used technology to kind of help people along the way, and i’ve had loss of amazing opportunity to kind of do that in other settings. I’m on a couple different boards now that how technology helping education helped run a local group of vancouver that helps non-profits use technology so falik technology can help people and change lives is like a really sweet spot for me to kind of use that nerdy part of my brain. I don’t want to be a coder and a cubicle for the rest of my life but helping people and helping the allies to technologies, presidents latto actually, what do you love about your work? I started as a volunteer with the organization. I fell in love with the organization and with our mission in her vision and just want to keep working towards making a sexual health accessible to everybody. Nbc and our volunteers. They’re such a crucial part of that that i’m glad to support them in any way that i can. All right, you’re both making a big difference. I think you’re part of it, right? You’re in it every day. Thanks. Thanks for your time, tony. Thank you. Chad. Chad lehman, director of development of kneel squire society and ashley turner, communications manager at options for sexual health. Thank you so very much. Thank you. Tony martignetti non-profit radio coverage of twenty sixteen non-profit technology conference. Thank you so much for being with us next week. Eight areas of non-profit excellence from the non-profit coordinating committee. If you missed any part of today’s show, i rebuke you. Find it on tony martignetti dot com. I think once per show is quite sufficient for ah, for the singing, i’m still very conflicted. We’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled pursuant dot com, and by crowdster online and mobile fund-raising software for non-profits. Now with apple pay crowdster dot com, our creative producer is clear. Myer half sam lever, which is the line producer gavin dollars, are am and fm outreach director shows social media is by susan chavez. Our music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful posts here’s aria finger, ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio At #16NTC

Tony Martignetti Nonprofit Radio will be at the 2016 Nonprofit Technology Conference in San Jose, CA next week. I’ll capture lots of interviews for the show and NTC Conversations.

Interviews scheduled for the 2016 Nonprofit Technology Conference

  • Wednesday, March 23
    • 10:00 | Using Digital Disruption to Elevate Your Cause
    • 10:30 | What? You Mean There’s More To It Than Just Writing Copy for a Fundraising Email?
    • 11:00 | The Future of Money: What Digital Payments Mean for Your Organization
    • 11:30 | Content Creation and Curation in the Real World: Where Do Those Tweets, GIFs & Blog Posts Come From?
    • 12:00 | Virtual Organizations: Managing Remote Employees
    • 1:00 | The Little Brand That Could: A Multichannel Approach for the Small Nonprofit
    • 1:30 | Here, There, and Everywhere: Distance Volunteer Training
    • 2:30 | It Takes More than a Hashtag to Build a Movement: Network Building for Change
    • 3:15 | 7 Habits of Highly Risky Small/Medium Nonprofits: IT Security Pitfalls
    • 3:45 | Digital Inclusion to Further Your Impact
    • 4:15 | The Modern Digital Team: How to Build a Digital Program That Works
    • 4:45 | Sustainers: So Hot Right Now
    • 5:15 | How to Boost Revenue With Donor Surveys
  • Thursday, March 24
    • 10:00 | Super-Boring, Crazy-Important: PCI and Protecting Your Donors’ Data
    • 10:30 | Happy Healthy Nonprofit: Strategies for Impact without Burnout
    • 11:00 | Change Workshop: Managing Change to Ensure a Technology Project’s Success
    • 11:30 | Forget Big, It’s All About Small Data
    • 12:00 | The Future of Email: From 2015 to 2025
    • 1:00 | Fantastic Volunteers and Where to Find Them
    • 1:30 | Come Back and See Us: Increasing Your Donor Retention
    • 2:00 | Communications MythBusters: Best Practices vs. Bad Advice
    • 2:30 | Leveraging Expert or Technical Volunteers
    • 3:15 | Content Calendars and YOU! Creating Communications Harmony
    • 3:45 | Moving Social Media into the Nonprofit Boardroom
    • 4:15 | The Science and Art of Decision Making
    • 4:45 | Design on a Budget
  • Friday, March 25
    • 9:30 | Donor Onboarding and Stewardship: Using Personalized Video to Create Stronger Constituent Ties and Raise More Money
    • 10:00 | How to be a Google AdWords Superhero
    • 11:00 | The Future of Capacity-Building is Collaborative: Learning Communities, Collaboratives, and Cohorts
    • 1:00 | Hidden Secrets of Google Analytics
    • 1:30 | Digital Metrics: What to Measure, How, and Why

The NTC Videos: Work Smarter

The second set of Nonprofit Radio video interviews from #15NTC, the Nonprofit Technology Conference, hosted by NTEN, the Nonprofit Technology Network. Including distance collaboration, the cloud, Beth Kanter and Ritu Sharma.

Nonprofit Radio for July 31, 2015: People Far Away & Files Far Away

Big Nonprofit Ideas for the Other 95%

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My Guests:

Lisa Jervis & Jeanine ShimatsuPeople Far Away

(l-r) Lisa Jervis & Jeanine Shimatsu at NTC 2015
(l-r) Lisa Jervis & Jeanine Shimatsu at NTC 2015

Distance collaboration—whether a single co-worker telecommutes two days a week or you’ve got offices across multiple time zones—isn’t as easy as vendors would have you think. Let’s talk tools, work habits and organizational practices. Lisa Jervis is principal consultant at Information Ecology and Jeanine Shimatsu is IT specialist for Forward Together. We talked at NTC, the Nonprofit Technology Conference, hosted by Nonprofit Technology Network (NTEN).

 

Tom Moberg: Files Far Away

With Tom Moberg at NTC 2015
With Tom Moberg at NTC 2015

Moving your files to the cloud presents options, obstacles and obligations (don’t make your staff cry!). Tom Moberg, independent strategic technology consultant, talks us through. This is also from NTC.

 

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host. Oh my goodness! What a terrific fun show last week! I hope you’ve heard it by now. If you weren’t with me live, i hope you were there. It was great fun loved it two hundred fiftieth last week and i’m glad you’re with me this week, i’d be stricken with familial advomatic polly pope says if i had to digest the fact that you missed today’s, show people far away distance collaboration, whether a single coworker telecommutes two days a week or you’ve got offices across multiple time zones, this isn’t as easy as vendors would have you think let’s talk tools, work habits and organizational practices. Lisa jervis is principal consultant at information ecology and janine shimatsu is it specialist for forward? Together, we talked at ntcdinosaur non-profit technology conference, hosted by non-profit technology network and ten and files far away. Moving your files to the cloud presents options, obstacles and obligations like don’t make your staff cry. Tom oberg is independent strategic technology consultant, and he talks us through files far away. This is also from auntie si on tony’s take to charity registration, responsive by pursuant full service fund-raising you need more prospects there, smart technology will find them pursuant. Dot com here are lisa jervis and janine shimatsu from ntcdinosaur welcome to tony martignetti non-profit radio coverage of non-profit technology conference twenty fifteen we’re at the austin, texas, convention center my guests are lisa jervis and janine shimatsu their workshop topic is effective distance collaboration hint it’s more complicated than vendors like to admit. Lisa jervis sitting closest to me is principal consultant for information ecology and janine shimatsu is specialist at forward together. Ladies welcome. Thank you. Thanks for having us should have you both. Thank you, lisa, why don’t you get us started? What? What? What are non-profits not really thinking strategically about when they need to collaborate in a virtual office? Sure. Well, let me tell you a little story that i think is representative of a lot of people’s experience. Love story. I got interested in distance collaboration back in two thousand nine, i was working as the operations director for an organisation in oakland, california called the center for media justice. We had seven staff and one location. We just all worked in our office, and that was that. And then we hired someone who lived in chicago, and my edie said to me, so next week amalia needs to be on staff meeting, so figure out how to make that happen. And i was like, oh, oh, i have to think about how to make this happen. We now have this whole employee who lives elsewhere and, you know, so i was like, well, this is easy. We’ll just have her call in to the conference phone. And so every week we start having these staff meetings where the seven of us would sit around the table and look at the conference bone call amalia, talk to us and we, you know, and we kind of stopped talking to each other and started all talking to the phone. And, you know, i just i started noticing all of these ways in which our work was going to have to change in order to accommodate this one new staff person we kept growing. We eventually grew to two offices and ten staff, and that staff included two people who work remotely in neither of the offices so way. Started to want to see each other in our staff meetings. We had people who could not get files because the vpn wasn’t very effective and they couldn’t access the file server. You know, there was just this full constellation of needs that duitz we ii as the operations person had not had an opportunity to philly. Think through because, you know, the was like we heard this person let’s just, you know, go and include her in things now and was like, oh, well, there’s a whole set of issues to think about janine, why don’t you help us out? What are what are some of the things we should be thinking about? Oh, and we have plenty of time together, so we’ll be able to talk about them. But just as an overview. What? Where where should we be thinking? In terms of in general. Yeah, well, there are a lot of components of effective distance collaboration. There is not only the conference in peace that we started talking about. There’s also file sharing. There is also chadband calendars. How we manage email. There are a whole there’s a whole gambit of stuff where things can go right. But also where they could go wrong and it’s really, really important for organisations to know what their needs are and to be able to meet those needs. Ok? And i’m it sounds like the organization should be thinking more than a week in advance uh, from lisa’s story well, at least to talk about her stories, but but more than a week is probably a good idea. It is a good idea, although that’s not always the way it happens, because as lisa was sharing that story, i was just laughing because very recently, i just found out that one of our staff, people who work from home just moved and i didn’t find out until after they moved that they’re no longer located in new york, they’re located in los angeles, and that has a whole other has a lot of implications, such as internet connection and all this i don’t know if they’re living with you, alan, if they are renting or what’s, the situation with their landler is, like or any of these things that would really affect how they’re going to be working with the rest of staff. How it’s going toe play into the system that we already have developed on dso yeah, more than a week or a day would be great. Okay. Okay. Lisa let’s, come back. What? Where? How do we break this down? What should we be thinking about? Sure. We’re planning either bring someone in or yeah, i mean, o r we’re a virtual organization now, and we don’t feel like we’re doing it very smartly. Sure. Well, there’s one main overarching consideration that i think that people often don’t realize. And it has to do with the way that the business press and a lot of collaboration tool vendors talk about remote work there, like, just get a good internet connection and our software, and nothing will change and you’ll be able to do everything. And, you know, the reality is that things will have to change and things there’s overhead involved in remote work. And if you don’t plan for it in your organizational plans in your meaning agendas and in your individual work plans, then you won’t actually have enough time to accomplish the work that you had planned to dio. And so i think the most important thing is just to remember to build in that overhead into all of your plans as faras specific areas of work, there’s, kind of three main aspects, there’s meetings, then there’s file sharing. And then they’re well, yeah, i mean, janine took a whole bunch of stuff. Calendar, chat, email, file sharing conferencing, yeah, yeah, and then there’s, the process of kind of and a separate piece ofwork. Just choosing your tools and making agreements together as an organization about how they’re going to be used. Okay, now, jean let’s, go back to your i thought email was an interesting one. Why, i mean, email. Seems to me to be a fine distance tool without needing any planning. What am i missing? Well, the email is a great tool, and it doesn’t always work the same in all organizations. And i think, culturally are. My organization in particular, uses e mail a lot, especially because we do have a lot of people who don’t work in the same office. You can’t do the same. Drop by, and you can respond whenever you want and that’s. Great. Um, email. I think protocols need to be set for email in terms of setting expectations with other people internally with what is appropriate and how your staff is going to work best, just as with any other form of communication. What are some ideas you have around what these protocols should be? Um well. That’s great. I’m gonna think about that. Okay, back, teo. I mean, i have i have an answer a little bit. I mean, it does depend on the organization. It really is just about making agreements about what’s reasonable and what works for for the staff. I mean, in one organization that i worked in, we had a twenty four hour turnaround time agreement for internal emails. But if you needed something faster than that, you had to use another method. It was an agreement that we made as a staff that for emergencies, you will text or chat or call, you know, because those air, more immediate things, like people were not expected to be on their email, you know, within five minutes. And so you just couldn’t email about goings, and then i’m thinking, two security is that that’s an issue for people who are remote email preservation? I mean, these things well, it’s, just as we thought about security, yes, i mean, absolute security is an issue, whether your remote or not, but it certainly plays into very much what tools you select, who you’re willing tohave host your files. How you’re going to protect those files. What kind of configuration tresses you need, and so in-kind of determining what i like to call on organizations, collaboration, profile. Um, security security needs a really important part of that. Okay, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy. Fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals the better way. Dahna what’s this collaboration profile. What is that? Well, basically involves assessing your organization to help you choose and configure your tools and make these kinds of communication agreements. And so, you know, because not every organization is going to have the same needs and so questions to consider our you know, how many staff do you have? How many time zones are you working across? How many different roles are functions? Are people fulfilling? Is it just staff that your systems are going to be set up for? Or is it do you also need to include program participants are volunteers in your information systems, you know? And then there are some organizational culture. Things like janine was getting at about, you know, is email going to be the best way i would like to be on the phone or, you know, those kinds of work style questions. And then, as you noted, their security security questions, like, what kinds of information are we storing in transferring? Does it contain any personally identifiable information that may need to be protected and, you know, subject to regulate regulations like hippa or others, you know, is your organization or are your partners? And participants potentially targets of information breach attempts by political enemies. I mean, it sounds a little weird, and i don’t think that but it’s really, depending on the kind of work you’re doing exactly very real. Exactly. So that’s all all of those factors go into choosing. What are the most appropriate tools? Okay. Your communications protocol? Yes. Okay, janine, you want to take us to one of the other one of the topics you mentioned, like conferencing or file sharing or calendars? Uh, let’s talk about calendar going ok, please do i love calendars? My organization works in three different time zones right now, and, uh, we are currently using google calendars, and but i think the same principles that i’m about to talk about what applied teo, if you’re using outlook or many of the other calendar ring systems that are available. But i really can’t imagine being ableto work with other people, especially across geography, without being able tio very quickly and very effectively see when people are available and, you know, not have to like talk about negotiate meeting time. And you can also get us not only when people are available, but you can. Also, get a glance of what people are doing, and you get so much information from being able to view someone’s calendar um, sametz it’s okay, anything you want to add on a calendar, i mean, just that it’s sometimes it can be a struggle to actually get people to use an electoral elektronik counter that’s, not your organization or culture. And so that’s one of the changes that you’re really gonna have too many murders, there was a heavy side were story around that are well, yeah, i do have a story around that, actually, because when we moved over to using teo for when we moved over to having our entire organization using the calendar, it was a bit of ah, push because people are really attached to their paper calendars. There’s something about having the tactile feel, a planner that people really didn’t want to let go of and even still, you know, r executive director, she doesn’t manage her own calendar and that’s, this is kind of a system where everyone has to participate. Otherwise it doesn’t work, and we only have one exception and it’s because that staff person has an entirely other staff person. To manage a calendar for her s o it really does. That is this is somewhere it’s great. And also you need everyone’s cooperation with it for it to work. Okay, let’s, look at, uh, what about file sharing? That sounds like a pretty big, pretty big topic. I want to start off. File sharing doesn’t matter. I mean, you’ve just gone through this big file sharing change, okay, so my organization was using an internally managed file server and we’ve grown a lot over the past few years. So before really similar to what lisa had described earlier, we were one location with one person working out of their home office, and they would connect into the server via a vpn and it was okay. But as we’ve grown over the past few years, we’ve expanded into a satellite office, three different time zones, and now a third of our staff are working outside of that main office and the connection people were just not able to access their files, and it was just really, really awful sze really difficult for people. And so we we made the decision to move teo cloud file sharing it’s been a really good decision for us, especially because hyre, you know, it’s, our remote staffer, just so thrilled. It is a transition that required a lot of communication with staff and training and ongoing support. So even though our migration is done, the work is certainly not over with it. And it’s definitely that situation where it was not as easy as the vendor head or originally express there’s a lot more that went into it way have to think a lot about the learning curve. Yes, on dh training time, etcetera. Good. Well, that these the learning curve in the training are very important, but it’s also really changing people’s habits about where they keep their files. I mean, if you have a situation like that janine’s organization where you can’t access the vpn reliably so you just start storing all of your working documents on your hard drive. Then when you fixed the situation and get a centralized file repository that works, people are still in the habit of keeping things locally and getting them to remember to file documents centrally when they’re finished getting them, too. Be familiar with e centralized file structure so they can find the things they need, getting them out of the habit. I mean, i don’t know if this was happening to eugene, but when i was the operations director in this kind of situation i would get requests for from people for me to go on the server and email them. A file if they were outside the office and as you can imagine, that’s a it’s, a it’s challenging from a time management perspective for everyone to have to do that. But once people are in the habit of it, it could be hard to get them to stop. Okay. That’s. Excellent. That’s encouraging. How do we how do we get the the universal buy-in that we need? Janine? You mentioned it for the calendar ring. Essential, but obviously essential for file sharing, too. I’m thinking mostly of the structure. Like somebody some. Maybe you do this collaboratively. You come up with the literal file structure or does one person impose it and say this way? Believe this. I believe this makes the most sense. And so please comply. Oh, man. I mean that’s a really hard one. What did your tio thoughts? Well, when i initially started this conversation with people on the organization, i asked them what, in an ideal situation, what would they get out? What would they be able to do? What would be a great situation for them? And i think by starting the conversation that way, people felt like they had some say and then whatever the new solution, wass and not only that it really helped that i had buy-in fromthe leadership at my organization, there was a very clear signal to staff that this is the direction that we were going in, and people have to get on the bus, so yeah, okay, so some collaboration and some some input gathering, but in the end, somebody’s gotta decide and everybody’s gotta gotta agree pretty much. I mean, participate, even if you don’t agree. Yeah, yeah, disagree and commit is okay, but i think that i mean, what i have, what i often recommend two clients is that one person, the kind of the point person on the file migration project, whoever that is, should be someone who is really familiar with all of the organizational files, and they kind of come up with the top level structure that makes sense and is aligned with the way the organization works. But then, as you drill down deeper, you know, everyone people have tohave dominion and control over their most direct area of work files, because if you try to impose a taxonomy on people and it doesn’t work for them, it’s chaos and they will rebel, so autonomy is important, okay, at least at the the more granular level. Yes, ok, yeah, i mean, the important thing is really that there are some principles that are clear and communicate a ble to everyone. You’re never everywhere. Clients always come to me and say, we want an intuitive file directory and it’s like, well, you can’t have that, because what’s intuitive for one person is not into it for somebody else to, as long as you’re working off some clear principles that everyone can agree on. That’s what you want, four. Okay, gene, anything you want to add to the file sharing conversation. All right, now think. Well, we have child jack, one of the issues around chatting some people don’t like to log in to chat, you know? And i think that for me and the organizations that i’ve worked in the most effective uses of chat or when people are just in the habit of logging in in the morning so they have theirs, the presence, visibility indicator, you know, i’m here, i’m not here yet, i’m in a meeting, you know, and that is a really, really easy way to communicate your co workers where you are and if you’re available. But again, it’s a big habit shift for some people. I mean, i was doing in-kind part time gig at a very, very large organization with two offices and like, i mean, twenty thousand people in the whole organization and a hundred people in my kind of immediate department, and there were a few people who just never logged and it’s, like i saw this person i know she’s here, but her chad says that she is, you know, presence unknown, and so, you know, you can’t make people, unfortunately, what do you end up doing? And this could have lied beyond chat. Any of the any of the areas. We’re talking about. What you do with the people who are recalcitrant. Anybody who has a suggestion, what do you do? I mean, there’s a whole methodology of change management. I mean, it’s a whole field of study. And so i think that, like, any technology project, but particularly justin collaboration, really delving into change management and having a plan for it, which involves communication training, reinforcement oppcoll, you know, it’s it’s complicated. Okay, well, that’s, that’s an important thing to know anything more gin, anyone i’ll just echo that nothing people to change their habits is really it can be really difficult. Or, you know, a lot of times people at my organisation will log in, but they won’t update statuses, so oh, i’ll just wonder, wow, is that person unavailable all day? All day there and available? I’m not going to be interrupting them and something really important if i i am not, um but it’s, i think i will say that for the people that use it, it is great. Okay, so ah, good outcome is definitely achievable again. Yeah. I mean, i have one. I think my kind of most successful change management story is very, very small. But at an old employer, one of the things that i had to do was get people to fill. Out their online time sheets and no one wanted to do it because that’s a slog and it is, you know, they perceive it as a waste of time, and it kind of is except that i was in charge of the bookkeeping and i couldn’t allocate our totals for the month properly and closed the books until everyone in the organization and filled out their time sheets. And so reminders didn’t work. Nothing worked until, you know, and this i think this’s particular indicative of small organizations where people really have each other’s backs is i just such everyone i was like, look, you guys, you’re making my life a lot harder, there’s this crucial task that i can’t do and prevents us from getting accurate financial reports, and you’re making my life frustrating because you’re not doing this, and that was the thing that got people to do it all right, some guilt. I like to think of it more as a personal connection way a accountability to your co workers, and he was getting them to really understand why they had to do this piece of bureaucratic work that it actually had meaning in the organization it wasn’t just a piece of bureaucratic work. All right, we’re gonna leave it there. Thank you very much, ladies. Thank you. Thank you. My guests have been lisa jervis, principal consultant for information ecology and janine shimatsu specialist at forward together. Non-profit radio coverage of and tc non-profit technology conference twenty fifteen. Thanks so much for being with us attorney. State to and files faraway coming up. Sorry, i can’t do live listener love were pre recorded this week, but of course the love goes out. I just can’t identify exactly where it’s headed to by city and state or country. But the live listen i love, of course, does go out. Podcast pleasantries are over ten thousand wherever you are, whatever device. Thank you so much for being with us in the time shift and affiliate affections. Always sending affiliate affections to our stations and listeners on affiliate stations throughout the country. Very glad you’re with us little about pursuant, you know they do full service fund-raising from web only for small and very small and midsize shops up to on site campaign counsel for those other five percent who might need that fund-raising obviously constant challenge essential to you to get your work done. I routinely here on get questions about how can we bring our fundraising for the next level? How can we get from events to individual based fund-raising pursuant can help you with this stuff, you can raise more money, especially from current donors and those donors who are capable of upgrading their giving who are already in your file like somebody was giving a hundred dollars a year who could give thousand or the thousand dollar donor who could be doing ten thousand year for you, you know that they’re in there a lot of times they’re in your file, but you don’t know who they are or you’re not sure about somebody. Um, this is where pursuant comes in. They have something called prospector platform. It finds prospects for upgrade those upgrade prospects of yours that are hiding, like in plain sight. Prospector platform at pursuing dot com. I would i suggest you take a look at that. Check it out. Charity registration. I’ve been getting a lot of enquiries recently about charity registration. I was just interviewed on another podcast on this subject. Jo garics, the fund-raising authority that’s the name of his podcast that these are the requirements that you be registered in each state where you solicit donations. So if there’s a florida charity and they are sending email to georgia and maybe hosting events in south carolina, then that florida charity needs to be registered not only in florida but also in georgia on dh south carolina and this is different than incorporating enjoy in florida, where you you know, if this is again a florida based charity there incorporated in florida, this is very different in that it’s sort of parallel because it involves charities but it’s not incorporating your non-profit this is registering with state authorities to solicit donations in florida and also georgia, south carolina and wherever else you might be so sitting donations it’s a real morass because each state has its own forms and timetables and fees and definitions of what is a solicitation? That’s, that’s really? Where you start? What is a solicitation? The examples i gave, like email and u s mail those air solicitations in just about everywhere u s mail is a solicitation guaranteed every state. Ah, no state is goingto make exception for u s mail. Email is so ubiquitous and it’s ah, solicitation in so many states that you might as well just consider email a solicitation everywhere there are some states that haven’t caught up with technology, not like email is anything i can’t even i was anything new, but there are states that who’s legislatures, you know, haven’t codified whether email is a solicitation, but it isn’t so many states. I think you should just consider it also, if you’re hosting events in different states, if you are buying ad space in publications, in other states, these air, all solicitations and you need to be registered with the state authorities everywhere is that you are soliciting. Um sometimes i’m asked why this is important and you know why i bother? It is true that there aren’t that many enforcement actions enforcement is rare, but your irs form nine ninety hopefully you’re filing that each year that is signed under penalty of perjury by an officer, and it enquires about your compliance with thes state laws. So that’s, the irs enquiring about state law compliance on also your board is potentially liable. Jean takagi and i have talked about this. They are fiduciaries to your organization and if you’re not in compliance with laws, your board could board members individually could potentially be liable. So please pay attention to charity registration. It’s on my web site, you go to tony martignetti dot com. You see a tad for charity registration cause i do this work. You could do it on your own too. I have a book about it. You could check it out at tony martignetti dot com. And that is tony. Take to tony’s. Take two it’s it’s ah it’s a it’s. A possessive latto plural. But it’s not tony. Take two that’s tony’s. Take two for friday thirty first of july thirtieth. Show of twenty fifteen here’s tom oberg recorded at ntcdinosaur moving into the cloud. Welcome to tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen it’s hosted by and ten the non-profit technology network. We’re in austin, texas, at the convention center. My guest is tom wolber he’s, an independent strategic technology consultant. And his workshop topic is moving your files to the cloud. Options. Obstacles and obligations. Sounds a la menace on the obligation side. Tom oberg. Welcome. Thank you. We’ll get to talk about all three. We got plenty of time together, so maybe it’s. Not so ominous, but there’s, obviously, things that you thinking about. Lots of things are in the clouds. Why might files make sense for a non-profit, you know, for a while emails sort of in the big thing to move the cloud and that’s dahna that there’s been a lot of good options for doing that? And as people have been more comfortable with moving to the cloud and using tools that both from in their personal lives and in their work lives, um, it’s it’s started to make sense to have their files available, maur remotely in various places and to be able to get access to things beyond the walls of their their office and the tools available do that have been involving and getting better as well. So the other piece that’s made this start to happen is it for a lot of smaller organizations who may have had big file servers, those take a lot of effort to keep moving, and as your file server needs to be upgraded, our updated one option is to say, you know, we’re just not going to do that anymore and pay those costs. We’re going to move our files to the cloud and be able to access things i’m a little bit a little bit easier could also be a distributed environment. You might be have employees who are off site virtual organization and that made that maybe a stimulus. Also, it isthe yeah, in our session this morning, we had a lot of that was one of the things we talked about, why why do this? Why are people doing it? And it ran, you know, there are a lot of different reasons, but, you know, some people said, well, we have sixty locations where we’re trying to have people work and tryingto have sixty servers or one server that everybody tries to get into remotely it’s just it’s very hard. So if they khun you something like office three, sixty five or google drive or drop box or box, that could be really good option. Okay? And when we talk about some of the tools you later on, ok? Yeah, all right, because i don’t want to ask you anything that you didn’t prepare for your your workshop, but if we could talk about some of tools that will be helpful. Yeah, how do we start to make this plan? Well, is there anything more you can say? About how we shouldn’t what we should be thinking about to decide whether this makes sense for us as an organization. Yeah, we’re questions we should be asking, yeah, maybe yeah, there’s, there’s lots of questions on dh lots of that was sort of in my presentation, the whole obligations, things like how do you how do you not make your staff cry? That was that was what we were talking about because you don’t want to make him cry. That’s, that’s sort of a rule at number it’s and and doing this kind of project moving files from where people are used to getting them to someplace else can freak people out a little bit. Eso, you know, how do you do that in a good way? And so the organization first, like you’re saying, needs to figure out why why do we want to do this? What? Why does this make? Is this a good idea for our organization? And again, it could be a lot of different things, but but often it’s about doing it in a way where we can get access to the things we need to be able to do our work and meet. Our mission do it in a way where people can get at things from wherever they are and that they can have some assurance that the files they’re working with are the ones they should be working that it’s not, you know, there’s one on my my documents folder and there’s. Another one heard another one there. So what’s ah what’s our next step we are we ready to think about what tools they are be appropriate to do this after we’ve made. We’ve now made our decision that we’re it’s going to be beneficial to us. Yeah, yeah, i think if you know if the organization said okay, this is this the direction we’re going to go part of what i was talking about was, you know, it’s it’s more than just a thing to do, it’s a project and so having a plan a project plan is is is really important, and part of that is the is the tool selection, and we can we can talk about that. Some of the other things that that really need to be thought through are things like what’s, the timeline that that you’re going to use to do this kind of project. Who are the people who are going to be involved in it? Are we going to try and do it in house? Are we goingto use consultants to help out? And we’re going to have, you know, certain teams that are going to be kind of internal champions. They’re going to help help do this, which is something i recommend people doing. So you get some early buy-in from some key people and maybe keep teams or something, if, you know, if the accounting department has an accountant who thinks this is a good idea, it’s going to go a whole lot smoother than if you don’t have somebody there doing okay, so yeah. So some key key allies? Yes, indeed, indeed. Makes this kind of thing much, much easier. Okay, yeah, go ahead. So, yeah. So then we can talk about tools if you want to move to that. Some of the options. Yeah, go ahead. Let zoho you mentioned office three sixty five. Google docks. Obviously. Dr google drive drop box box box is his box of variation of drop box. It’s not. And we have to be a little careful because we’re here in austin. And what i didn’t know before i came here is that this is the home of box. So box is is a company that that has a tool that is sort of like dropbox, the differentiation i’ve heard before is that drop box kind of started as a consumer tool and box started as more of a corporate organisational in-kind of tulle and they’ve they’ve kind of met in the middle a little bit. The box offers more consumer stuff drop box now has drop box for business, but bso boxes here, there now is box one x or two or three they’re not triple x are they are not as far as i know, just one ex, okay? Just once we’re in the booth next to flux and their two exes. Well, but boxes only one act, but box is only one issue so people can find it. And yet and they’re here at the conference. And yeah, and so their their tool is something that you can you can download ah, little application that could be on your on your desk top so you can synchronise things to your desktop. But they’re also is the web interface for it. That’s very, very useful. You, khun, look at the files that air there. You, khun have some viewers where you khun view some files online and you can even beyond the web durney a portion of it. And if you have the correct application on your desk top, it’ll open up the file from the web in your desktop. And then when you do a save, it saves. It back-up down into the web. Big differences you see between dropbox and box, aside from their their culture, where they where they began and how they migrated to the center. Yeah. I think that’s one of the biggest things, one of the things i’ve seen, and we saw this in the in the session this morning is that because non-profits are who they are drop box has been free, just the plane drop box has been free and so people have gotten comfortable using it and, um, use it in organisations, whether the organization knows about it or not. And so what do you mean, how could you be using it if if you don’t know about it? Well, what i mean is that you as an individual employees may have found something like dropbox useful in getting your work done, but the the i t department, if you have one, may not know that you have it on one of the quotes that i put into the session today was that what i’ve found is that people will get their work done one way or another, and that means whether they use the tools you give them with you, with you or against you with you or against you or without you or whatever happens. And so the you know, some problems that non-profits ran into using dropbox is that it’s a personal kind of thing and staff can leave or maybe it’s a volunteer, and then maybe those files disappeared too. And so drop box now has drop box for business, where the organization can have some control. People can still use both their personal drop box and the the business files that are being shared with them. But if they leave the organization, the organization can stop access to those files, so they have some control and box has a similar thing. They just no it’s it’s been a pay service, and so i think fewer non-profits have used it in in the past, but many of them are learning they need some of this control, and that makes both of those both those products useful, and they both have non-profit discounts to i should mention that let’s move to office. Three sixty five yeah, it’s a big one and and partly it’s really big for non-profits right now because it used to be if you’re non-profit you want to kind of move to the cloud, especially with female, the player was google because that was free. You could get google apse for non-profits for free, but last year, microsoft made a version of office three sixty five free for non-profits as well, and so especially for non-profits that are using our windows based oppcoll it isn’t very attractive, offering and it’s basically a big server in the sky that you can interact with so there’s the email piece outlook works very well with it. And then there kind of two parts of the file storage piece. One is called one dr up and one drive for business, and then there’s sharepoint are sharepoint online. It’s the piece that’s, that’s, part of office three sixty five so if you have office three sixty five, you can use both of those tools, at least at this point. What microsoft says is that one drive, which has pretty much unlimited storage, is it’s kind of your new my documents area it’s for you to have your own personal files, and if you want to share them out with someone, you can do that, but by the individual file and then share point is mohr for creating an organizational structure for your documents. So you have document libraries within a sharepoint site and you, khun, you can upload files and have them available to people. In both cases. You, khun synchronize back to your desktop. Also sharepoint been around forever as a server based tool. And in the sharepoint online is the cloud version of it. And it it’s, very powerful. It can take a little bit more set up bonem to be able tio structure everything the way you want it. Do you need to be expert user too? Just to set up a share point? Um, i think office three sixty five in general has fairly easy administrative controls. But the mohr knowledge, you have the mohr functional, you can make it. So having some kind of it t advising on it, i think is good. Whether it’s, an internal person where you’ve maybe sent them to get some training, an external person, whatever, whatever it is it’s, it’s. Pretty straightforward. But there they are things here and there. And with this file piece, we talked about this a lot, and we had a lot of stories come up this morning in the session. There are some limitations of how you need to get your file. If you’re gonna move files into sharepoint, especially there’s. Some limitations you have. To watch for the migration that the whole migration piece there’s. How long are the file names and the directory structures? What kind of files? Khun move? How many can be synchronized back to your desktop? There’s someone, some, some limitations in there that you need to be aware of. Or else you can have some surprises as you move into the process. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked. And levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests are there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. I’m peter shankman, author of zombie loyalists. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Hyre what about the document tools in in ofthis three, sixty five word, power point, etcetera? You’re getting sort of, ah, light version of those compared to what you see on your desktop. Yes, you are. But for all of this and especially office three, sixty five, it has been evolving, and they’re putting a great deal of effort into augmenting those tools and making things a cz useful is possible. So dahna, word online, powerpoint online, excel online are very useful, and you can get basic editing done in any of those. If you want to do more things, you know, create a table contents or some of the more detailed document kinds of things. It’s. Easier to use the applications themselves, okay. What about google drive? Yeah, you know, it’s been around a long time, we also when i had people raised their hands about what tools are you using in the organization? The same hands came up for multiple things what’s happening is that all of this has been evolving a lot, and i think people are still trying to get some kind of getting a handle on how to manage files as they go to the cloud so that they’re adopting everything and seeing what works best for them. I think so. And i think it’s ah, it’s this push pull of staff again trying to get their work done and using tools that, you know, maybe they find someone who has shared something with them from another organization and drop box than they put drop box on their desktop so they can do that now they’re using that buy-in but and and so and google drive has been around for a while google docks, and so people are comfortable with it. So it’s one of those ones that that a lot of folks are using it. The quote i had from google and my slide wass for google drive. Was designed to work with google and to me that’s the if there’s a caveat. That’s, that’s the caveat is that it’s best if you want to kind of go all in with google docks and google spreadsheets and, you know, google slides and things like that? Dahna it’s, it’s a little bit easier. Two use other tools if you’re going to use straight microsoft word documents and things like that, you can still store those things in there, but, you know, it’s it’s a little easier to kind of go all in with the google stuff and then and then use those do you see us going to getting to a place where there’s there’s, google doc and there’s and there’s microsoft onda office docks, which would be in which which would be counterintuitive to the way most of computing is going? Yeah, you know, i think they’ll they’ll keep, um, trying to support each other and still trying to keep you know, their own thing so that i mean, there is some way to bring in where documents in into google thing it’s impossible to do it right, but you get the maximum benefit maximum management tools if you’re if you’re using the native? Yeah, native google doc with google drive? Yep. And and so microsoft trying to kind of push you into office three sixty five by doing things like building in access from the word application that you run on your desktop building in dahna a way to grab things from office three. Sixty five directly in there so that that that communication is as easy as possible so that we’ll try and kind of have you worked with all of those all of their tools. What about some obstacles to avoid that za part of your your your topic to yeah. Yeah. This is the ominous part. Wasn’t through with the obligations were no. I said obligations are ominous, but we just start with obstacles. Yeah, yeah, we want to keep it. And really, when i said obstacles, some of what i meant wass things to think through it’s, it’s the issues to kind of think through before you start doing a project, like talking about it. And and so we talked about, you know, sort of the file preparation and migration piece, but there’s other things to think about, too training for your staff. Is going to be, um, a big thing what’s the schedule going to be for people went, when is the change actually gonna happen? People are gonna want to know where their files are. Are they here today and over here tomorrow? And then it didn’t work, and then we’re back over here again. Or how is this? How is this all gonna work and bandwidth? There’s another one that we talked about is we’re talking about the cloud. We’re talking about the internet now where moving files back and forth from, you know, not just on our own network, but through the internet, which we have a little bit less control over, but we can try and have a cz much control as as we can get. So, um, thinking about how good is our internet connection, not just the download speed, but also the upload speed? Because now we’re pushing our changes up. Yeah, so that’s important to think through and the other thing that we end up talking to people about is so you’re moving to a cloud, maybe you’re using sales force and office three, sixty five so all of your important data is on the internet what if your dea cell line goes down? Is everybody just done for the day you sent everybody home? Or do you need to think about getting both the d s l line and a cable line and maybe a box that can kind of coordinate the two things? If one goes down, you go to the other and things like that. So trying to think about how we make sure we are online all the time starts to be a kind of ah bigger issue for folks. We haven’t talked about security buy-in thiss was a huge issue when the clouds start to become popular. I don’t see it getting as much attention now, but it’s still important mean, especially we’re talking about c r m our database? Yeah, that could be credit card numbers, dates of birth, lots of personal information. Yeah, i mean it’s, it’s, huge and it’s potentially depending on what you put there. Right? Right. And so there’s. Sort of. Ah, due diligence that needs to be done on whatever vendor you’re going to go with. Microsoft has a whole website about how it treats security in office. Three sixty five we had somebody. Bring up in the session this morning that they had gone with, i think box because it specifically talked about hippa compliance, and that was important to them. Um, you know, we kind of have to agree that the nsa is just going to look at all of it. So i guess we take that out of the picture, but it sort of depends on both your organizational culture and the kinds of data that you’re dealing with to see how important that stuff is. And i will say at the same time, it it’s we need to be thinking about it. And it’s, not a new issue. I still run into places where there’s the file server with a notebook with the password to get into the file server sitting right next to it. So, you know, it’s, it’s, new and it’s old, we’re going to get there. All right? It’s your soul. That sounds like a good place. Stop. Okay. Tom oberg is an independent strategic technology consultant. And you are with tony martignetti non-profit radio coverage of the non-profit technology conference two thousand fifteen in austin, texas. Thanks very much for being with us. As always, my thanks to everybody and ten, the non-profit technology network, i’m already looking forward to being back there in twenty sixteen, which i believe is san jose, california. You should check out ntcdinosaur non-profit technology conference next week, it’s going to be an archive show. That means i am taking the week off. I hope you’ve been enjoying your summer. I have been, and i’m going to again next week. If you missed any part of today’s show, find it at tony martignetti dot com. Where in the world else would you go pursuant full service? Fund-raising they’ll hope you find more prospects pursuant. Dot com. Our creative producers claire meyerhoff. Sam liebowitz is the line producer. The show’s social media is by susan chavez. Susan chavez. Dot com on our music is by scott stein. Duitz be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Yeah. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. 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