Tag Archives: technology planning

Slides and Video — Technology Planning and Change Management Workshop

The technology planning process can be overwhelming, especially for those without any technical background. Where do you start? How do you implement the tools and keep volunteers, staff and donors up to date?

During our March 2020 workshop we invited four local Tech4Good experts to guide us through the process of technology planning and change management. Enjoy!

Digitally Integrated Organizations — with Jai Djwa

Jai Djwa founder Strategist and Creative Technologist at Agentic Digital Media. Jai advises medium to large social change organizations on their digital ecology.

Understanding Your Tech Stack: Digital Tools for the Modern Not-For-Profit — with Eric Franzo

Eric Franzo founder of Purposely. Eric leads the team at Purposely to develop tools for organisations to match their opportunities with dedicated volunteers.

Systems Adoption & User Enablement — with Leah Chang

Leah Chang founder of Leah Chang Learning Inc. Leah works with organisations to create learning strategies that streamline the education process for staff and volunteers.

Leah also generously shared her templates when implementing CRM projects.

What-is-a-CRM-Training-Slides-Session-1

CRM-Naming-Poll-Sample

Custom-Data-Fields-Worksheet

CRM-Roles-_-Responsibilities-Worksheet

CRM-Video-Worksheet

eTapestry-Lingo-Bingo-Worksheet

Introduction to Change Management — with Geoff Doty

Geoffrey Doty is a software and professional services extraordinaire. Geoffrey advises organisations on digital transformations and change management.

And finally a big thanks to event producer Sam Lintern and venue hosts iATS Payments.

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