The Three C’s of NPTech

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Contact, Communication, Cash A presentation to the CTC VISTA Project January 19, 2007

Transcript of The Three C’s of NPTech

The Three C’s of NPTechContacts, Communications, Cash

A presentation to the CTC VISTA ProjectJanuary 19, 2007

http://organizerscollaborative.org/presentations

Before We Begin . . .

Before We Begin . . . ChallengePeople, and especially organizations, are slow to understand new technology

Before We Begin . . . ChallengePeople, and especially organizations, are slow to understand new technology

Strategies•Find peer organizations to demonstrate impact•Make sure to talk about technologies in lay terms•Link technology solutions to achieving mission

Before We Begin . . .

Before We Begin . . . ChallengeNon-profits, especially small ones, are reluctant to spend money on technology

Before We Begin . . . ChallengeNon-profits, especially small ones, are reluctant to spend money on technology

Strategies•Educate yourself about ROI and then educate the NPO•Find sources of inexpensive software and hardware•Link technology solutions to achieving mission

Before We Begin . . .

Before We Begin . . . ChallengeNon-profits, of all sizes, often have no plan for their information and communication technologies

Before We Begin . . . ChallengeNon-profits, of all sizes, often have no plan for their information and communication technologies

Strategies•Educate yourself on the tech planning process•Get leadership (program manager, ED, board) enthusiastic about creating a plan•Use Npower’sTechAtlas (http://www.techatlas.org) to get quick handle on needs•Link technology solutions to achieving mission

Before We Begin . . . ChallengeNon-profits, of all sizes, often have no plan for their information and communication technologies

Strategies•Educate yourself on the tech planning process•Get leadership (program manager, ED, board) enthusiastic about creating a plan•Use Npower’sTechAtlas (http://www.techatlas.org) to get quick handle on needs•Link technology solutions to achieving mission•BE PATIENT

Contacts

Contacts

Nonprofits are about people - members, constituents, funders, legislators, donors

Contacts

Nonprofits are about people - members, constituents, funders, legislators, donors

Your ability to succeed is related to your ability to manage and understand the people you are connected to.

Contacts

Nonprofits are about people - members, constituents, funders, legislators, donors

Your ability to succeed is related to your ability to manage and understand the people you are connected to.

This is where Customer (or Constituent) Management Relationship (CRM) tools come into play.

Contacts

What makes a CRM a CRM? HolisticConsolidatesCoordinatesImproves data integrity

Contactssome examples

CiviCRM - http://www.civicrm.org Web-based, open source, based on Drupal or Jamoola, free, needs

some tech skill

Salesforce - http://www.salesforce.comUsed by for-profit sales folks, have free NPO program, web-based,

have support

ODB - http://organizersdb.orgOpen source, free, based on VB (works like MS Access), PC platform only

Contacts

Demo CiviCRM 1.6 http://demo.civicrm.org/drupal/

Communications

Communications

Clearly outreach, marketing, and internal / external communications are important

Communications

Clearly outreach, marketing, and internal / external communications are important

This may be one of the easiest ways to get NPOs on board with technology

Communications

Clearly outreach, marketing, and internal / external communications are important

This may be one of the easiest ways to get NPOs on board with technology

Three important areas - email, web, graphic design

Communications some examples - EMAIL

Eudora - http://www.eudora.com Free email client, small ads included

Gmail - http://www.gmail.com Web-based email, integrates discussion groups, chat and other collaborative

tools

Constant Contact -http://www.constantcontact.com

Web-based, mass mailing system

Worldmerge - http://www.coloradosoft.com/worldmrg

Creates personalize, merged email

Communications EMAIL

Demo Constant Contacthttp://www.constantcontact.com

Communications some examples - WEB: HOSTING

Dreamhost - http://www.dreamhost.orgHas nice control panel, free for NPO

Community Software Lab - http://www.thecsl.org

Free web hosting & low-cost software dev

Grassroots .org - http://www.grassroots.org

Free web-hosting, program for web design

Communications WEB: HOSTING

Demo of Dreamhosthttp://www.dreamhost.com

Free hosting for NPOs at Dreamhosthttp://wiki.dreamhost.com/index.php/

Non-profit_Discount

Communications WEB: Content Management System (CMS)

A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features:

Communications WEB: Content Management System (CMS)

A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features:

Templates can change quickly

Communications WEB: Content Management System (CMS)

A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features:

Templates can change quicklyContent is easy to edit

Communications WEB: Content Management System (CMS)

A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features:

Templates can change quicklyContent is easy to editFeatures can build upon each other

Communications WEB: Content Management System (CMS)

A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features:

Templates can change quicklyContent is easy to editFeatures can build upon each otherAs web standard changes built in

Communications WEB: Content Management System (CMS)

A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features:

Templates can change quicklyContent is easy to editFeatures can build upon each otherAs web standard changes built inManage workflow -- often with multiple users

Communications WEB: Content Management System (CMS)

A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features:

Templates can change quicklyContent is easy to editFeatures can build upon each otherAs web standard changes built inManage workflow -- often with multiple usersManage documents

Communications some examples - WEB: CMS

Wordpress - http://www.wordpress.org & http://www.wordpress.com

Primarily a blogging system, easy to use, many plugins

Drupal - http://www.drupal.com Lots of functionality, community building potential, needs intermediate to

advanced tech skill to setup, large npo user community

Joomla - http://www.joomla.org Similar to Drupal, level of entry easier

Communications WEB: CMS

Demo of Wordpress

http://www.grassrootsradioxii.org

Communications some examples - GRAPHIC DESIGN

Inkscape - http://www.inkscape.org Free, vector-based illustration software

Gimp - http://www.gimp.org Free, photo editing tool

Impress - http://www.openoffice.orgPresentation app part of free office suite

Vista Print - http://www.vistaprint.comOne of many low-cost printing services

Cash

Cash

As important as people, financial resource are crucial for a stable NPO. Here are three areas to look at how technology can help:

Cash

As important as people, financial resource are crucial for a stable NPO. Here are three areas to look at how technology can help:

Transactions

Cash

As important as people, financial resource are crucial for a stable NPO. Here are three areas to look at how technology can help:

Transactions

Bookkeeping

Cash

As important as people, financial resource are crucial for a stable NPO. Here are three areas to look at how technology can help:

Transactions

Bookkeeping

Fundraising

Cashsome examples - TRANSACTIONS

Network for Good / Groundspring http://www.networkforgood.com

http://www.groundspring.comCredit card donation services (free & customized versions)

Pay Pal - http://www.paypal.com Linked to bank account, no NPO status required - low fees

Merchant Account - various site - one is

http://www.echo-inc.com

CashTRANSACTIONS

Demo of Network for Goodhttp://www.ltc.org

Demo of Groundspringhttp://www.organizerscollaborative.org/donate

Demo of Paypalhttp://www.compartners.org/donate

Cashsome examples - BOOKKEEPING / BUDGETS

Quickbooks for Nonprofitshttp://www.techsoup.org/stock Accounting software made affordable via TechSoup donation program

Calc - http://www.openoffice.orgFree spreadsheet app part of office suite

Cashsome examples - FUNDRAISING

CiviContribute - http://civicrm.org/civicontribute Module works with Drupal / Jamoola and CiviCRM to accept and track

donatoins

Charity Badge - http://promotions.yahoo.com/giving

Using the power of social networking to build financial resources

Echo Bat - http://www.hiveminds.co.uk/node/729

Module for Drupal 4.6 that tracks donations visually

CashFUNDRAISING

Demo of Charity Badge - http://promotions.yahoo.com/giving

Demo of Echo Bat - http://www.organizersdb.org

Some Key Resources

TechSoup - http://www.techsoup.org

NTEN - http://www.nten.org

DotOrganize Tool Crib - http://toolcrib.ning.com

Organizers’ Collaborative - Tech Tipshttp://organizerscollaborative.org/techtips

RSS - NPTech

Some Additional ResourcesBryght - http://www.bryght.comOnline hosting of DrupalCTCNet - http://www.ctcnet.orgLots fo resources for community tech including access

for all grantsAlliance for Tech Access - http://www.ataccess.orgResources for ensure equality of access for those with

disabilitiesMore Graphic Design Resources:http://www.photofiltre.comhttp://www.ironfonview.comhttp://www.xnview.com

My Contact Info

Felicia M. Sullivan

Organizers’ Collaborative

14 Beacon Street - Suite 707

Boston, MA 02108

[ v ] 617.720.6190

[ e ] felicia@oc-tech.org

[ w ] http://www.organizerscollaborative.org