charity it friday presentation v2
DESCRIPTION
Bring together Non-Profits and IT Professionals Non-Profit Organisations (NPOs) need help with their IT systems and they need YOU! In one weekend, you can make a difference to NPOs by using your IT skills to solve problems or improve their IT systems. Some of the potential activities you could be doing include: improving websites, optimising the capabilities of CRM or simplifying internal IT applications. Small improvements will make a huge difference. You'll form a team with other techies, and work with one of these NPOs. The team that brings the most sustainable improvement will be rewarded at the end of the weekend. This is an opportunity for you to use your skills for public good, and network with like-minded people! We'll give you one weekend to make this world a better place. It’s as simple as that.TRANSCRIPT
Commercial in Confidence | Assurity Consulting Limited 2012
Charity-IT HACKATHON
Welcome to the
Commercial in Confidence | Assurity Consulting Limited 2012
• Evacuation Procedures
• Emergency Exits
• Location of Toilets
• Use of Access Cards
• Our Sponsor: Assurity
Before we begin
Commercial in Confidence | Assurity Consulting Limited 2012
• The Charity-IT Hackathon• Who, what, why
• The legal stuff
INTRODUCTION
Commercial in Confidence | Assurity Consulting Limited 2012
5.30-5.45pm Registration
5.45-6.00pm Introduction
6.00-6.40pm Charity Presentations
6.40-7.00pm Project Selection
7.00-7.30pm Wrap-up + pizza
Agenda- Friday
Commercial in Confidence | Assurity Consulting Limited 2012
9.00am Start Day 2
1.00-2.00pm Lunch
5.00pm Finish Day 2 + Pizza
Agenda- Saturday
Commercial in Confidence | Assurity Consulting Limited 2012
9.00am Start
12.00-1.00pm Lunch
3.00-4.00pm Team prep + retrospection
4.00-5.00pm Team presentations
5.00-5.30pm Wrap up + celebration
Agenda- Sunday
Commercial in Confidence | Assurity Consulting Limited 2012
Charity Presentations
Social Development Partners
What are our ICT needs?
Who are we?• An active national organisation for community organisations
• Working to strengthen the capacity and influence of the community sector
• Strong community organisations mean thriving communities
• Around 100 members
What do we do?
Provide members information on what’s happening at national & government level on matters that affect them.
Support our members to do the job they need to by working collaboratively with others on a range of capacity-building projects.
Advocate on issues affecting members and represent them on key sector issues.
Who do we work with?• Members
– Members are organisations– Member organisations have a key contact– Multiple contacts in organisations for newsletters & information– Ability to segment
• Other stakeholders– 100s of contacts/stakeholders = non members– Categories/groups e.g. funders, government contacts, business, other
community organisations/individuals– Different information needs for different groups/categories
CurrentWordPress—SDP website
Member sign-up
Manual processing
Xero—Financial management
Member invoicing & payments
Contact invoicing & payments
Outlook—Email
Member management
Contact management & communications
Event management
Excel—CRM
Member management & reporting
MailChimp—Email newsletter
Member communications
Contact communications
How do we work?• Systems
– WordPress for website & blog– MailChimp for email newsletters– No CRM - Use Excel– Xero for financial management
• No interaction of systems• All manual processes, e.g.
– New members join on website, but email form, then manually update website, MailChimp, Xero, Excel, etc.
– New contacts – update various email lists, then MailChimp, Xero, etc.– Changes – manually update on all applications
CLUMSY!• No CRM, recently reverted to Excel• Previous systems too cumbersome, inflexible and no integration• No security:
– Files can be copied or deleted easily– Multiple copies and versions– One staff member owns it
• Manual processes– Operations not error proof– Easy to overwrite/delete cells– Someone has to remember to update it
• No audit trail or alerts– Who did what? When? – Limited historical view
What’s needed here?• A CRM that integrates well with other systems where possible to
streamline and automate processes for members and contacts
DesirableWordPress—SDP website
Member sign-up
Self-manage details
Xero—Financial management
Member invoicing & payments
Contact invoicing & payments
???—CRM
Member management & reporting
Contact management & processing
MailChimp—Email newsletter
Member communications
Contact communications
Event Management—
Event promotion, invoicing & payments to members and other contacts
Sample processes• New member joins
– Completes website form– Held in CRM with email alert– Acknowledged and verified
• Activated in CRM • Details to MailChimp
– Invoice generated • Details to Xero
– Payment made• Details to Xero and back to CRM
• e-newsletter or event planned – Member and contact lists from CRM linked to MailChimp or event management site– e-newsletter/invitation sent to members and/or specified contacts
Consequently…• Up-to-date information available across all systems• No manual processing of data for each system• Eliminates errors/discrepancies in contact details• Saves time• All information in one place
Supporting people in need to live with dignity in the community
OUTREACH DATABASE
Our services include:• Soup Kitchen – Serving breakfast and dinner.• Access to social services and advocacy.• Social inclusion – projects and programmes.
In 1901 the Sisters of Compassion began the soup kitchen service in a small house in Buckle Street. Today, we operate from 132 Tory Street, where breakfast and dinner are served six days a week.
WHO ARE WE?
WHAT DO WE NEED?
• Database• Info & contact details of guests• track the work we do with guests
WHY DO WE NEED IT?
This is what we currently have…
SOUP KITCHEN PEOPLE
NANCE THOMSON Saturday pm
STEVE FLUDESunday
DETAILS
• Started in December 2011, in Tawa• 100% run by 42 volunteers• One stop distribution hub for up to 40
charity partners• Assisted over 15,000 people
What do we do?
We supply schools and charities with fresh produce, clothing, footwear, toys, curtains, furniture through to whiteware
Challenge
• Website currently hosted on weebly with very few options to expand• Migrate weebly website to our hosted site
• All orders are texted or emailed to a cellphone• Move to order form on website
• Manual forwarding of orders to volunteers• Secure log in for our charity partners and volunteers to access
orders
• Manual collection of statistics
What we have to work with
• Current website www.kiwicommunityassistance.weebly.com• Our own domain - kca.org.nz• 150GB of hosted storage on LAMP server• Access to a multitude of tools (23 community building tools, 34 content
management tools, 14 ecommerce & business tools, 10 photos and file management tools, 8 survey and stat tools and 4 contact forms and search engines )
• Unlimited traffic• 100 email addresses• Procedures and processes on Google Docs
Who in the world is Philanthropy New Zealand?
We are not philanderers, nor are we philatelists.Though we are asked this a lot!
We are the umbrella organisation for people and organisations who donate money in NZ.
We run events, research and publications to help our members give thoughtfully, strategically and collaboratively.
So basically, we help them make sure their money is changing the world the way they want it to.
What the world would look like without us:
Philanthropy New Zealand: Our website
Member feedback has indicated that our website:
a) Looks like it was designed by hippies.
b) Hides the fact that we want to recruit members.
c) Is a rabbit warren.
We need your help!
We would like:
A clean, more modern interface that is easy to navigate
We want to promote our membership and our events, with an
easy to manage event booking system
We want clear sections for new research and news.
We want advice on how we can best engage with social media and
drive traffic to our website
And any other advice that you may have!
The ideas we have had for our website include:
How can our application form show people what each category means?
Would search engine optimisation help?
How can our main page show clearly how people can join?
How about Google Analytics?
Looking forward to hearing your ideas!
Commercial in Confidence | Assurity Consulting Limited 2012
• 20 minutes
• Look for projects that match your
expertise + interest
• Aim for even distribution
Team allocation
Commercial in Confidence | Assurity Consulting Limited 2012
Working with charities
• Hear everything
• Ask questions straight away
• “What is the one thing that is causing the
biggest issue?”
Things to consider
Commercial in Confidence | Assurity Consulting Limited 2012
• Don’t bite off more than you can chew
• See delivered functionalities
• Support + maintenance
• Documentation handover
• Make business decisions
Working on the output
Commercial in Confidence | Assurity Consulting Limited 2012
Team planning
Commercial in Confidence | Assurity Consulting Limited 2012
• All slides in this presentation is under Creative Commons
Attribution ShareAlike 4.0 international
• http://creativecommons.org/licenses/by-sa/4.0/
• Contact: Scher.jonathan at gmail.com
Copyrights