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Nonprofit Workforce
Transition and Planning
in Response to
COVID-19
April 21, 2020
Using GlobalMeet
Chat to ask questions
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webinar. You can respond and engage with us
by:
● Chatting your responses within the chat
box of this webinar platform
● Respond to poll questions asked during
and after the webinar
● Tweet at us @TechSoup and use the
hashtags #tswebinar
Get Engaged!
A Global Network
Bridging Tech Solutions
and Services for Good
Where are you on the map?
Explore our Nonprofit
Tech Marketplace
For more information, please visit
www.techsoup.org/get-product-donations
"We are an all-volunteer organization with
limited professional skills. Adobe's donated
technology is helping us present our story to
the public and to lenders in the format of a
much larger organization. With Adobe, we
are able to knock off a few of the "rough
edges" so that our story is front and center
instead of our technological limitations.
Thank you, Adobe!”
- Richard de Koster
Constitution Island Association, Inc
Adobe
Alpha Software
Arreva
Asana
Atlas Business Solutions
Autodesk
Azavea
AWS
Bitdefender
Blackbaud
Box
Bytes of Learning
CDI Computer Dealers
Cisco
CitySoft
CleverReach
ClickTime
Comodo
Connect2Give
Dell
Dharma Merchant Services
Digital Wish
Dolby
DonorPerfect
Efficient Elements
FileMaker
GlobalMeet
GrantStation
Headsets.com
Horizon DataSys
HR Solutions Partners
Idealware
InFocus
InterConnection
Intuit
JourneyEd
Litmos
Little Green Light
Mailshell
Microsoft
Mobile Beacon
Nielsen
NonProfitEasy
NortonLifeLock
O&O Software
Priority
Quickbooks Made Easy
Reading Eggs
Skillsoft
Smart Business Savings
Society for Nonprofit Organizations
Sparrow Mobile
Tableau
TechBridge
Tech Impact
Tint
Ultralingua
VMware
Veritas
Western Digital
Zoner
Resources for Nonprofits
Impacted by COVID-19
In difficult times, the world turns to civil society for
support. At TechSoup, we're committed to equipping
your nonprofit with the technology resources you need
to meet your mission, serve your community, and
support your staff.
Learn more at
https://page.techsoup.org/covid-19-resources
● Tools to Support Remote Work
● Policy Resources
● Webinars and Workshops
● Related Blog Posts
● Join the Conversation
● Free Courses from TechSoup
● Additional Resources
Presenters
Shanti Cale
Senior Director, Organizational Talent at
TechSoup
Liz Forbes
Senior People & Culture Generalist at
TechSoup
Nicole Jones
Content Producer, TechSoup
Assisting with chat:
Steven Davidson, TechSoup
Steven Davidson
Marketing Associate,
TechSoup
Nicole Jones
Content Producer,
TechSoup
Shanti Cale
Senior Director,
Organizational Talent
at TechSoup
Liz Forbes
Senior People &
Culture Generalist at
TechSoup
Transitioning to a Remote Workforce During COVID-19
Liz Forbes and Shanti Cale
April 21, 2020
. © TechSoup Global | All rights reserved10
Before We Get Started
Legal topics:
We’re not experts, nor can we provide legal advice.
There’s a lot to learn:
This is still an unfolding and a fluid situation with many
unknowns. We’re here to share what we know so far.
TechSoup’s experience:
We don’t claim to speak for all nonprofits, but we’ll share
our learnings in hope of it serving as many nonprofits as
possible.
Poll
12
Overview
● Leadership
● Communication best practices
● Cloud solutions and equipment
● Remote work policies
● Maintaining organizational culture remotely
● Boosting morale and promoting mental
health
● Resources
. © TechSoup Global | All rights reserved13
● Understand guidance from local health and
government, avoid misinformation
● Establish a small trusted team to serve as a task
force for quick tactical decisions and to enable timely
messaging
● Provide clear direction for now, that anticipates
changes will be coming
● Use managers to escalate questions and share staff
temperament
○ Provide remote management coaching, and leverage
internal experts
○ They are now models of remote work effectiveness
● Actively listen to content and tone of employees as
events and circumstances change
Leadership
. © TechSoup Global | All rights reserved14
● Provide regular communication
○ Reiterate escalation path
○ Establish repository of updates
○ Understand and speak to common fears directly
● Different channels for different information:
○ Emails
○ All-staff meetings
○ Surveys
○ COVID-19 Slack channel
● Encourage managers to gauge staff feelings, wellness,
concerns:
○ Even if outside their norm
○ People need more from their managers now
● Protecting staff health - what you can’t share and what
you must share
Communication Best Practices
. © TechSoup Global | All rights reserved15
● Telephones/ Contact
Center
○ Ring Central
● File share solutions:
○ Box
○ Google
○ OneDrive
● Communication Tools:
○ Slack
○ Microsoft Teams
○ Zoom
○ Google Hangouts
Cloud and Online Solutions Enable Remote Work
● Mail communications
○ O365 Exchange
online/Hybrid
● Document Signing
tools
○ Adobe Acrobat DC
○ DocuSign
● Infrastructure
○ AWS Workspaces
○ Azure desktop VM
● Single Sign On
○ Okta coming soon!
Security tools and practices are vital
• KnowBe4 security training sent to all staff
• TechSoup security webinar
. © TechSoup Global | All rights reserved16
Remote Work Policies
• Create new, or revise existing policy to
accommodate exceptional situations.
Emphasize:
• Physical comfort and ergonomic set up
• Equipment security
• Data security
• Decide what and how to track
• Productivity / project status
• Work availability and hours
• Attendance
• Wellness
• Consider flexibility where possible. Everyone has
a different remote experience.
• Kids at home
• Roommates / tight quarters
• Poor connectivity
. © TechSoup Global | All rights reserved17
• Equipment
• Immediate work: Setting up laptops
• Afterthoughts: Staff needed other equipment
(e.g. ergonomics )
• Workplace accommodations for alter-abled
individuals
• How to deliver the equipment?
• At time of office closure
• Subsequent hires
Physical Equipment for Remote Staff
. © TechSoup Global | All rights reserved18
• Receipt of mail / packages
• Re-routing
• Few sorters going in and redirecting
• Communication to / from building management
• Process incoming checks through finance
• Custodial services ended following initial
sanitization
• People picking up plants and other personal
belongings.
• Created a policy for people to inform when
dropping in to the office:
• Building security
• Safety of individuals
Office Visits Post-Closure
. © TechSoup Global | All rights reserved19
• How teams meet
• More meetings, more frequently, more
facetime
• Remote staff no longer a minority but
everyone’s reality.
• Flexibility for people’s different situations
(families, people who live alone, people with
poor internet, ailing parents).
Maintaining Organizational Culture Remotely
. © TechSoup Global | All rights reserved20
Today’s WFH view. What’s Yours?
. © TechSoup Global | All rights reserved21
Always fun -- Pets and Passions!
. © TechSoup Global | All rights reserved22
“What keeps me sane during shelter in place” sharing on social
. © TechSoup Global | All rights reserved23
• Wellness programs
• EAP
• Promote mental health support through
existing benefits
• Consider expanding mental health benefits
• Slack community channels
Boosting Morale and Promoting Mental Health
. © TechSoup Global | All rights reserved24
Easy Ideas to Bond with Your Team Remotely
• Host virtual coffee chats to start the day or happy
hours to end them
• Music: Share Spotify playlists
• Yoga or Zumba “Move of the Day”
• Slack ‘Challenges’ for staff to do things
• Draw a pic of what you’re going to look like without a
haircut for a few months
• Take a walk and snap a cool pic for people to guess
what it is, etc)
• Do something that gives back.
• Team members send cards to people in senior living
communities.
• Sew face masks for the medical community or local use
• Shop for an elderly or sick neighbor
. © TechSoup Global | All rights reserved25
● Legal Webinars re: COVID-19 legislation, leave act, Families First Coronavirus Response
Act, and other relief provisions
○ Morgan Lewis
○ McClean and Company
○ Fisher Phillips
○ Nonprofit Law Blog
● Remote management webinars and articles
○ Nonprofit HR
○ SHRM.org
○ Harvard Business Review
● Mindfulness
● Using cloud tools
○ TechSoup courses and webinars
○ Khan academy
Resources
Q&A
This is your chance! Use the chat box to ask us
any questions you have about this
presentation.
Share and Learn
Chat in one thing that you learned in today’s
webinar.
Please complete our post-event survey. Your
feedback really helps.
Follow TechSoup on social media
(FB, Instagram, Twitter)
Visit the TechSoup Blog at blog.techsoup.org
Join us for our
upcoming webinars.
4/23
Collective Action: How Our Response and
Recovery to COVID-19 Will Redefine How
Society Operates
4/28
How to Choose the Best Fundraising and
Donor Management System
4/29
Slack for Nonprofits: Tips for Working Better
Together, Remotely
Archived Webinars:
www.techsoup.org/community-events
FY20WEB10 - 10% off a TechSoup Course of Your Choice
Learn more at https://techsoup.course.tc/catalog
Resources for Nonprofits
Impacted by COVID-19
In difficult times, the world turns to civil society for
support. At TechSoup, we're committed to equipping
your nonprofit with the technology resources you need
to meet your mission, serve your community, and
support your staff.
Learn more at
https://page.techsoup.org/covid-19-resources
● Tools to Support Remote Work
● Policy Resources
● Webinars and Workshops
● Related Blog Posts
● Join the Conversation
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Nonprofit Workforce Transition and Planning in Response to COVID-19

  • 1. Nonprofit Workforce Transition and Planning in Response to COVID-19 April 21, 2020
  • 2. Using GlobalMeet Chat to ask questions All lines are muted If you lose your Internet connection, reconnect using the link emailed to you. You will receive an email with this presentation, recording, and links.
  • 3. We’ll be asking you questions throughout this webinar. You can respond and engage with us by: ● Chatting your responses within the chat box of this webinar platform ● Respond to poll questions asked during and after the webinar ● Tweet at us @TechSoup and use the hashtags #tswebinar Get Engaged!
  • 4. A Global Network Bridging Tech Solutions and Services for Good Where are you on the map?
  • 5. Explore our Nonprofit Tech Marketplace For more information, please visit www.techsoup.org/get-product-donations "We are an all-volunteer organization with limited professional skills. Adobe's donated technology is helping us present our story to the public and to lenders in the format of a much larger organization. With Adobe, we are able to knock off a few of the "rough edges" so that our story is front and center instead of our technological limitations. Thank you, Adobe!” - Richard de Koster Constitution Island Association, Inc
  • 6. Adobe Alpha Software Arreva Asana Atlas Business Solutions Autodesk Azavea AWS Bitdefender Blackbaud Box Bytes of Learning CDI Computer Dealers Cisco CitySoft CleverReach ClickTime Comodo Connect2Give Dell Dharma Merchant Services Digital Wish Dolby DonorPerfect Efficient Elements FileMaker GlobalMeet GrantStation Headsets.com Horizon DataSys HR Solutions Partners Idealware InFocus InterConnection Intuit JourneyEd Litmos Little Green Light Mailshell Microsoft Mobile Beacon Nielsen NonProfitEasy NortonLifeLock O&O Software Priority Quickbooks Made Easy Reading Eggs Skillsoft Smart Business Savings Society for Nonprofit Organizations Sparrow Mobile Tableau TechBridge Tech Impact Tint Ultralingua VMware Veritas Western Digital Zoner
  • 7. Resources for Nonprofits Impacted by COVID-19 In difficult times, the world turns to civil society for support. At TechSoup, we're committed to equipping your nonprofit with the technology resources you need to meet your mission, serve your community, and support your staff. Learn more at https://page.techsoup.org/covid-19-resources ● Tools to Support Remote Work ● Policy Resources ● Webinars and Workshops ● Related Blog Posts ● Join the Conversation ● Free Courses from TechSoup ● Additional Resources
  • 8. Presenters Shanti Cale Senior Director, Organizational Talent at TechSoup Liz Forbes Senior People & Culture Generalist at TechSoup Nicole Jones Content Producer, TechSoup Assisting with chat: Steven Davidson, TechSoup Steven Davidson Marketing Associate, TechSoup Nicole Jones Content Producer, TechSoup Shanti Cale Senior Director, Organizational Talent at TechSoup Liz Forbes Senior People & Culture Generalist at TechSoup
  • 9. Transitioning to a Remote Workforce During COVID-19 Liz Forbes and Shanti Cale April 21, 2020
  • 10. . © TechSoup Global | All rights reserved10 Before We Get Started Legal topics: We’re not experts, nor can we provide legal advice. There’s a lot to learn: This is still an unfolding and a fluid situation with many unknowns. We’re here to share what we know so far. TechSoup’s experience: We don’t claim to speak for all nonprofits, but we’ll share our learnings in hope of it serving as many nonprofits as possible.
  • 11. Poll
  • 12. 12 Overview ● Leadership ● Communication best practices ● Cloud solutions and equipment ● Remote work policies ● Maintaining organizational culture remotely ● Boosting morale and promoting mental health ● Resources
  • 13. . © TechSoup Global | All rights reserved13 ● Understand guidance from local health and government, avoid misinformation ● Establish a small trusted team to serve as a task force for quick tactical decisions and to enable timely messaging ● Provide clear direction for now, that anticipates changes will be coming ● Use managers to escalate questions and share staff temperament ○ Provide remote management coaching, and leverage internal experts ○ They are now models of remote work effectiveness ● Actively listen to content and tone of employees as events and circumstances change Leadership
  • 14. . © TechSoup Global | All rights reserved14 ● Provide regular communication ○ Reiterate escalation path ○ Establish repository of updates ○ Understand and speak to common fears directly ● Different channels for different information: ○ Emails ○ All-staff meetings ○ Surveys ○ COVID-19 Slack channel ● Encourage managers to gauge staff feelings, wellness, concerns: ○ Even if outside their norm ○ People need more from their managers now ● Protecting staff health - what you can’t share and what you must share Communication Best Practices
  • 15. . © TechSoup Global | All rights reserved15 ● Telephones/ Contact Center ○ Ring Central ● File share solutions: ○ Box ○ Google ○ OneDrive ● Communication Tools: ○ Slack ○ Microsoft Teams ○ Zoom ○ Google Hangouts Cloud and Online Solutions Enable Remote Work ● Mail communications ○ O365 Exchange online/Hybrid ● Document Signing tools ○ Adobe Acrobat DC ○ DocuSign ● Infrastructure ○ AWS Workspaces ○ Azure desktop VM ● Single Sign On ○ Okta coming soon! Security tools and practices are vital • KnowBe4 security training sent to all staff • TechSoup security webinar
  • 16. . © TechSoup Global | All rights reserved16 Remote Work Policies • Create new, or revise existing policy to accommodate exceptional situations. Emphasize: • Physical comfort and ergonomic set up • Equipment security • Data security • Decide what and how to track • Productivity / project status • Work availability and hours • Attendance • Wellness • Consider flexibility where possible. Everyone has a different remote experience. • Kids at home • Roommates / tight quarters • Poor connectivity
  • 17. . © TechSoup Global | All rights reserved17 • Equipment • Immediate work: Setting up laptops • Afterthoughts: Staff needed other equipment (e.g. ergonomics ) • Workplace accommodations for alter-abled individuals • How to deliver the equipment? • At time of office closure • Subsequent hires Physical Equipment for Remote Staff
  • 18. . © TechSoup Global | All rights reserved18 • Receipt of mail / packages • Re-routing • Few sorters going in and redirecting • Communication to / from building management • Process incoming checks through finance • Custodial services ended following initial sanitization • People picking up plants and other personal belongings. • Created a policy for people to inform when dropping in to the office: • Building security • Safety of individuals Office Visits Post-Closure
  • 19. . © TechSoup Global | All rights reserved19 • How teams meet • More meetings, more frequently, more facetime • Remote staff no longer a minority but everyone’s reality. • Flexibility for people’s different situations (families, people who live alone, people with poor internet, ailing parents). Maintaining Organizational Culture Remotely
  • 20. . © TechSoup Global | All rights reserved20 Today’s WFH view. What’s Yours?
  • 21. . © TechSoup Global | All rights reserved21 Always fun -- Pets and Passions!
  • 22. . © TechSoup Global | All rights reserved22 “What keeps me sane during shelter in place” sharing on social
  • 23. . © TechSoup Global | All rights reserved23 • Wellness programs • EAP • Promote mental health support through existing benefits • Consider expanding mental health benefits • Slack community channels Boosting Morale and Promoting Mental Health
  • 24. . © TechSoup Global | All rights reserved24 Easy Ideas to Bond with Your Team Remotely • Host virtual coffee chats to start the day or happy hours to end them • Music: Share Spotify playlists • Yoga or Zumba “Move of the Day” • Slack ‘Challenges’ for staff to do things • Draw a pic of what you’re going to look like without a haircut for a few months • Take a walk and snap a cool pic for people to guess what it is, etc) • Do something that gives back. • Team members send cards to people in senior living communities. • Sew face masks for the medical community or local use • Shop for an elderly or sick neighbor
  • 25. . © TechSoup Global | All rights reserved25 ● Legal Webinars re: COVID-19 legislation, leave act, Families First Coronavirus Response Act, and other relief provisions ○ Morgan Lewis ○ McClean and Company ○ Fisher Phillips ○ Nonprofit Law Blog ● Remote management webinars and articles ○ Nonprofit HR ○ SHRM.org ○ Harvard Business Review ● Mindfulness ● Using cloud tools ○ TechSoup courses and webinars ○ Khan academy Resources
  • 26. Q&A This is your chance! Use the chat box to ask us any questions you have about this presentation.
  • 27. Share and Learn Chat in one thing that you learned in today’s webinar. Please complete our post-event survey. Your feedback really helps. Follow TechSoup on social media (FB, Instagram, Twitter) Visit the TechSoup Blog at blog.techsoup.org
  • 28. Join us for our upcoming webinars. 4/23 Collective Action: How Our Response and Recovery to COVID-19 Will Redefine How Society Operates 4/28 How to Choose the Best Fundraising and Donor Management System 4/29 Slack for Nonprofits: Tips for Working Better Together, Remotely Archived Webinars: www.techsoup.org/community-events
  • 29. FY20WEB10 - 10% off a TechSoup Course of Your Choice Learn more at https://techsoup.course.tc/catalog
  • 30. Resources for Nonprofits Impacted by COVID-19 In difficult times, the world turns to civil society for support. At TechSoup, we're committed to equipping your nonprofit with the technology resources you need to meet your mission, serve your community, and support your staff. Learn more at https://page.techsoup.org/covid-19-resources ● Tools to Support Remote Work ● Policy Resources ● Webinars and Workshops ● Related Blog Posts ● Join the Conversation ● Free Courses from TechSoup ● Additional Resources
  • 31. Thank you to our webinar sponsor! Please complete the post-event survey that will pop up once you close this window.