Many no-cost solutions exist to help a non-profit organization deliver on their mission without hitting the annual budget, but how do you choose. Presented at the 2014 Leadership Harrisburg Area Non-Profit Conference, this presentation presents solutions for scheduling meetings, sharing files, ticketing and event registration, and online surveys, all without spending one penny.
43. SurveyMonkey Pros
• Permits open-ended responses
• Allows users to collect
unanticipated feedback from
respondents
• Easily integrates with multiple
online tools, including
MailChimp, etc.
44. KwikSurvey Pros
• Unlimited questions &
responses
• All data can be exported,
printed, analyzed as needed
• Can create surveys, quizzes,
polls, and embeddable web
forms
• More fully featured than
SurveyMonkey if response size
is an issue
45. Google Forms
• Wonkier, less sexy alternative
• Available with any Google ID
• Build simple, utilitarian forms
• Capture as much data as you want
for almost anything
• Mobile friendly
• Connects with spreadsheet in
Google Drive for unlimited
analysis, sharing
• New charts add-on extends further
46.
47. Next Steps
• Jot down danchrist.com/npc
• Find your own geek => Incorporate a “tech savvy” skill set into your board
recruitment matrix
• Watch how young people use technology, ask them what is most helpful, most
frustrating, new, old
• Cultivate news sources
• New York Times’s & PennLive’s tech column
• Lifehacker blog
• re/code with Walt Mossberg
• Use social media like Facebook, Twitter, Google Plus
• Never stop learning
Hinweis der Redaktion
Introduction
Welcome to the second breakout session of the 2014 Non-Profit Conference
We are not here to discuss communication or fundraising
We are here to let our geek flags fly
We are here to learn how to use no or low cost technology solutions to meet a non-profit’s needs
You will not learn how to
Take a Selfie
Get your pictures from your phone to your computer
Snapchat
or surf the Dark Web
Instead, at the end of this 60-minute session you learn about tools that will help you
Herd the Cats
Corral the Data
Send the Message
Fill the Seats
Collect the Intelligence
First though, I’d like to learn from you
What are your favorite technology-based tools that you currently use?
For us this afternoon, it’s all about GOALS
Not small goals
Not middle school sized goals
Because we don’t have middle school sized challenges
We have Olympic sized challenges
We need to operate a non-profit organization who’s goal is either to improve the community to help people
We are not here to mess around
We are here to master technology and bend it to our wills
Can we do it?
Okay, can anybody give me a good reason why we need to change the way we do business?
Because the world is changing around us
We can either adapt, or be left behind
Nobody wants to be left behind
Western Union sent its final telegram in 2006
From the time the first telegram was sent by Samuel Morse in 1844, the telegram became a popular way to send messages
In the 1920s and 30s, a telegram cost less than a long distance phone call
People communicated births, the first transatlantic flight, the start of World War I, you name it
The telegram meant business
But now the telegram, and increasingly the first class letter, is being replaced by everybody’s friend, e-mail
From the time of its inception in 1971, email now rules many of our work days
A study released last November, indicated workers spend almost one third of their day in their inbox
That same study indicated 144.8 BILLION emails are sent every single day
Email has changed the way we communicate with peers
Email has changed our expectation for the time it will take to receive a response
Email has changed our world
It’s just one example of why we need to continuously expose ourselves to new ideas and new solutions
It’s likely one reason you’re in this session today
Does this scene look familiar to anybody in the room?
The board meeting: the cradle of all good intentions
This is a scene from a meeting held at the Cherry Hill, New Jersey Public Library
For our purposes today, Ralph here has just had a stroke of genius
We know this because he is leaning into the table, intent on what the person at the head of the group is saying
He’s smiling slightly, because he knows that the idea he has will help the library raise a boat load of money
He’s making eye contact so he can know exactly when the person leading the meeting takes a breath in order for him to leap in and share his idea.
A gala fundraiser is what we need
Ralph is now waiting for the executive director to acknowledge his brilliance and spell out the action items
The director, though, is worth her salt
She know that a board meeting is no place to plan a new fundraiser
Instead, she needs to have a group of board members and volunteers meet to has out all the details
Because she’s attended the technology breakout session at the recent Leadership Harrisburg Area’s Non-Profit Conference she knows she needs to take five deliberate steps to have a successful, low stress event using no-cost tech solutions
No-cost => Your time is not free
So, first step…
PLAN THE WORK
The director needs to gather all the key players together in one place at one time to start event planning
Is a board meeting the best place to do this?
Surely, everybody will have their planning calendars at the ready
Right?
There is a better way
Or, actually, there are three better ways
Doodle is a simple, free tool you can use to coordinate your busy group’s insane schedules
It doesn’t look like much
But you just need it to work
A free account is available via either a Google account, Facebook account or a unique username and password
Once the account is set up, you can create your first event
Fill in a few details
Note here, that Doodle was smart enough to fill in the address for my meeting once I started typing in the name of the venue
Select NEXT to step ahead
You have complete control to select as many or as few potential meeting dates as you like
Do not need to be sequential
Click the date you want, and then select NEXT
Choose as many or as few possible times for the meeting
AM or PM
Or enter no times to show it as an all-day event
Select NEXT to step ahead
Once your event poll has been created, the director needs to get it to the committee
You can:
Have Doodle email the committee by entering their emails online
Send the email yourself using a participation link Doodle provides
Then you have complete control
Edit the poll to make live revisions
See the history of your event, exactly when people participated
Delete participants or comments
Format for printing
Export the data to Excel or a PDF
Utility of the data is a factor that I weigh heavily when using one of these tools
I want to use my data the way I want it. Doodle meets that need.
So, what does this yield?
A simple, clean way to see exactly when people are available
Do not be surprised if all the planets don’t align. That’s likely far too much to expect
It will show you the possible time to meet
And you’ll know who can’t make it, so you can get them plugged in after the meeting
Two other choices for scheduling a meeting
ScheduleOnce is a tool similar to Doodle
One drawback
The way you select the times for events is Flash based
Cannot be done on an iPad or iPhone
Doodle can be used on either.
Also, Doodle has paid apps available, if that is helpful
SurveyMonkey
Provides tips for how to accomplish this
We’ll touch on SurveyMonkey later
With the meeting date selected, the committee is going to need to corral all its information
Agendas
Meeting Minutes
Checklists
Agreements
Menus
Invoices
All the various and sundry information the team will use to pull off a successful event
How do your groups typically accomplish this now?
The recommended tool to simply keep all the material in one single place is DropBox
A free, introductory accounts provides up to 2 GB of storage
Additional storage is available by referring new people to open an account
Dropbox is a home for all your photos, documents, videos, and files
Anything you add to Dropbox will be available automatically everywhere you access the Internet
More importantly, anything you place in Dropbox, is secure and protected regardless of what happens to your computer
Last October, the hard drive on my work computer failed
The drive was a total loss. No data could be recovered. No program resurrected
I didn’t lose one file. Not one document. Not one spreadsheet.
I’ve been saving everything in Dropbox for a couple years
All my files were available in the cloud from Dropbox’s servers
Once my work computer received a new hard drive, I downloaded all the files, and didn’t miss a beat.
Getting started with Dropbox couldn’t be easier
Provide your name, an email, and a password, agree to the terms, and you’re on your way
You can do as much or as little with Dropbox as you want
For our purposes, the director needs to create a share folder so the committee members can all keep track of their file
Create the folder
Select the Share icon
Presented with a dialog box to invite people via email to join the folder
You can allow folder members to invite other people, or not.
Once people confirm their invitation, they have access to EVERYTHING that is in the share folder
Be careful what you share
Potential exists for people to make mistakes with the files, or event to delete files from the folder
Dropbox allows you to drill in to see who made changes to the files by selecting Previous Versions
If necessary, you can resurrect a previous version of the file and start over before the error was made
Google Drive is one tool that some use both for file storage, as well as a free office suite solution
Microsoft Office isn’t cheap, although Office 365 is an affordable alternative at $100 per year
Google Drive, though, is free
Google Drive is, increasingly, offering a lot of tools that increases its utility
Two points of distinction between Dropbox and Google Drive
When sharing a folder with either tool, the recipient will need to open an account to access the information
For Dropbox, that’s a very simple process
For Google Drive, though, if a person doesn’t already have a Google account, the bar is set a bit higher
No cash is required, but Google will get kind of personal with you
Additionally, you’re going to be prompted to create a Google Plus account, which will likely be something you’re not going to use
How the services use your data is also different
Dropbox stores the data, and makes it available to you via its cloud servers
Its Terms of Service spell that out explicitly
When you create a Google account, you give Google the right to use your content to operate, promote, or improve its services
Its Terms of Service spell that out explicitly
Some people take issue with that use
Others accept it as the price you pay for free, cool tools
Just know before you go
Now, the committee has done its work
It’s scheduled several meetings, and has planned a killer meeting
Now it’s time to tell people about it
MailChimp is the best tool to do that
Your email list is worth its weight in gold
Do not trust an email list to any one person or one computer
That person will have the best of intentions
That computer will be the most reliable piece of hardware every designed
And it take no more than a minute to lose years of network building
Don’t risk it
Email marketing is almost as important in today’s busy world as the ever present mailed invitation
Remember, 144 billion email messages sent a day
Opening an account is dead simple
No credit card is required, and you likely will never need it for this account
MailChimp’s free accounts allow you to manage up to 2,000 email addresses and send up to 12,000 messages per month for absolutely no charge
Most non-profits will be hard pressed to find the manpower available to send one e-newsletter once or twice a year, let along worrying about exceeding the 12,000 message per month cap
What you get for with free account, though, is amazingly robust
You can easily send campaigns that are professional and mobile friendly
So much of email activity happens on mobile devices today, that this should not be overlooked
56 percent of messages sent for a local fire company are read on a mobile device
You have access to a host of free templates
You can customize an email template to include your logo and website color scheme
You can see useful statistics on how your campaigns performed
How many people opened the message
How many links were clicked on in the message
How the message performed over time
Create signup forms to capture new email addresses to your list
Capture as much or as little information as you want
The less required to join the list, the more likely people will be to join
Embed the forms on your website or on a Facebook Page
FYI, the MonkeyRewards logo will appear on all free account messages sent
MailChimp words of advice
MailChimp cares more about its reputation with Internet Service Providers than about your free email account
When attempting to upload a list of email addresses, you will need to consent to having explicit permission to send messages to those addresses
MailChimp will monitor your account
If it detects bounce or complaint levels that are too high over several emails, it will
Suspend your account
Require you to tell it how you will mediate the issue
If you have an old list of email addresses you found in a file folder in the bottom of a desk drawer, do not use that as your seed list
Be deliberate and thoughtful about your email campaigns
I HATE THE TEAM EMAIL BLAST
Anybody can blast. You want to market your events and cultivate leads to plan for future success
Have clear goals, craft your messages well, and don’t send messages for which there is not at least one or several clear calls to action
Attend an event
Buy a ticket
Make a donation
Connect with us on social media, etc.
We all get a lot of email
Don’t get lost in the clutter
Another choice for free email marketing is ReachMail
Tools appear comparable with MailChimp
Offer free accounts for up to 5,000 addresses and up to 15,000 messages in a month
Phone support
One of the key bits of information you’re going to be sharing is a link to online ticket fulfillment
Anybody use online tickets for your events?
Why
Why not?
Solution I’ve used extensively is Eventbrite
A no cost solution for any non-profit organization
Extendable to be able to produce almost any size or type of event that involves a ticket
Account creation take a path similar to many of the solutions we’ve discussed already
Provide an email address and a password, and you are on your way
From that sign on, you’ll be guided through creating event pages like this for a recent event the Harrisburg Social Media Club produced
From this page, people learned about the event, saw a map of the location, and were able to buy tickets online with a credit card
That event page is driven by a management tool that looks like this
Creating an event is guided by a simple, step-by-step approach in which users establish the name of the event, details, location, ticket quantity, cost for the tickets (if any), and what information the attendee needs to provide
This event was a paid event, so attendees needed to pay for the lunch in advance
Eventbrite collects a fee for each of those tickets sold
If you like, the organization can elect to absorb the ticket fees or pass them along to the ticket buyer
Most people buying a ticket online expect to incur some kind of fee for processing their credit card
We were leery about this at first, too, but once you jump in, you’re fine.
The payments are collected by Eventbrite, and the remaining fees passed to the organization as you direct
Can connect individual events to credit cards or bank accounts
Funds can be batched and sent at the end of the event, or incrementally
Management portal also lets you communicate directly with your registrants via email
Additionally, you could export the email addresses and add them to your MailChimp account later
Also, MailChimp integrates with Eventbrite to send campaigns with your event details
Getting ready for the day of the event, you may need some additional information to prepare
Eventbrite can print an attendee list
You an use it to print name badges
This functionality is a bit clunky
Don’t try to do it when you have 15 minutes to get out the door for the event
Trust me
And then, at the event, you can either use the website to check in people, or use the free app available to check in attendees
One additional feature is the Waitlist
If you sell out an event, allows people, on a first come, first served basis to go on a wait list
As tickets become available, you release waitlist tickets to the next people in line
Works well
Brown Paper Tickets also offers a very comprehensive package
Comparable in many ways to Eventbrite
So robust that many large non-profits and some professional organizations use the site to handle their events
Okay, the committee has held a successful event
It’s met and planned the perfect evening
It kept all of its materials in perfect sync by sharing documents digitally
It communicated the benefits of the event to potential guests with a clear, concise, professional looking email
And it sold through all of its tickets by contacting one couple on the waitlist on the very afternoon of the event
As we all know, the worst thing about ending an event, is realizing we’ll need to do it all over again for the next event.
Luckily, though, Ralph’s committee won’t need to start out from scratch next time, because it surveyed everybody who attended the gala
SurveyMonkey is what most people use
It’s a good, solid tool
Another option you should consider is KwikSurvey
Free account, and some very nice features
List the pros
Open ended - Unanticipated feedback - integration
Speak to the differentiators
unlimited - exported - multiple - fully featured
Explain Google Forms
wonky - Google - simple - capture - mobile - spreadsheet - add ons
At which point, you, as the non-profit volunteer, are now in information overload
How are you supposed to make sense of all the options?
Here are some tips