Agenda

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8:00-8:45: Registration
8:45-9:00: Welcome
9:00-10:00: Breakouts I
Track 1: Tools


Get I.T. Together: Creating and Actually Using a Technology Plan


Speakers: Sean Watson, Consultant, TechEffect
Description: A dynamic technology plan that is continually developed and executed in collaboration with all stakeholders, creates a solid foundation from which small to medium sized nonprofits can implement technology systems that cut costs, increase staff productivity and job satisfaction, and increase organizational impact.
In this workshop we will discuss the techniques and processes that small to medium sized nonprofits can use to proactively plan for and implement technology. We will learn about and collaboratively discuss a planning and implementation process that works in the real world with limited time and money, and we will begin that process so that participants can walk away with the beginnings of a technology plan to build from back in the office with the rest of your team.

Your plan will support you in beginning to identify, discuss, and plan for your organizational needs in areas such as Network Infrastructure, Database Systems, File Sharing, Cloud Computing, Website Development, and Social Media.

Sean was unable to attend the conference. Paula Jones, Director of Technology and Administration, N.C. Center for Nonprofits filled in and did a Q&A for anyone that wanted to come talk about technology planning.

Track 2: Solutions


Professional Research Tools for Nonprofits: 3 Essential Online Resources (and they're all FREE!)


Speaker: Kathy Bradshaw, Human Resources Librarian, UNC Greensboro; Betty Garrison, Reference/Business Librarian, Elon University; Jill Robinson Morris, Outreach & Promotions Librarian, NC LIVE

Description: Is your nonprofit looking for ways to track your constituents, find information about potential donors, or gain a better sense of your community? Did you know you have FREE access to expensive business information and databases?

Successful nonprofits often strategize using data and information, much like for-profit companies. In this session, participants will learn to research like a for-profit with important research tools for nonprofits, including databases like SimplyMap, a Web-based mapping application that lets you create professional-quality maps and reports using demographic, business, and marketing data. The presenters will teach you how to use these tools to identify potential donors, create mailing lists, and generate market research information that will allow your nonprofit to make well-informed decisions when doing development work, writing business plans and proposals, or applying for grants. Discover how your nonprofit can benefit from these expensive online business resources provided by North Carolina libraries.

Track 3: Emerging Technology


Deepening Connections through Social Media: A Case Study


Speakers: Jeff Stern

Description: Jeff will talk about how the Museum started with a blog by its animal keepers, then experimented with other social media technology. The Museum currently uses blogs, RSS feeds, google alerts, delicious, flickr, twitter, youtube and facebook as a regular part of its course of business. Jeff's talk will focus on the Museum's approach to these technologies, which is typically to start with small experiments and then expand those that seem to be working. The Museum is not currently using any of these channels for fundraising (and does not plan to anytime soon), so expect a talk that focuses on using social media to deepen relationships, listen to constituents and share information.

Presentation (Slideshare)

10:00-10:15: Break
10:15-11:15: Breakouts II
Track 1: Tools


Freemium - Get the Most Out of Tools with Little or No Cost to Your Organization


Speakers: Paula Jones, Director of Technology and Administration, N.C. Center for Nonprofits; Joanne Wolfe, Information Yenta

Description: In looking at your organization do you feel that you could benefit from tools that would help make meetings more effective, aid in planning, project oversight, research? Many organizations find the cost of software to be a barrier to making their organization run more efficiently. Over the past few years there has been a growing market of Freemium services, often available to nonprofits at no cost, or a very minor cost for additional features. This session will provide an overview of tools that are available to nonprofits with little or no fee.

Resource Sheet

Track 2: Solutions


Best Practices on Moving to a CMS


Speaker: Julia Kulla-Mader, IT Manager, Association for the Advancement of Sustainability in Higher Education

Description: Two years ago, my organization, The Association for the Advancement of Sustainability in Higher Education (AASHE), converted our static site into a CMS (Drupal). However, we did not spend time reorganizing the navigation, doing user testing, or rethinking the design. As a result, we recently completed an overhaul of the design and navigation of the website that was much more challenging that the original switch to a CMS. If I was doing it again, I would have merged the process of moving into a CMS and redesigning the website.
This talk will highlight the following aspects of moving from a static website:
- Options for migrating static files
- Writing custom code, utilizing existing tools
- Rethinking site navigation
- Conducting basic user research before moving forward
- Training your staff on how to use the new site
- WYSIWYG options
- Key problems to avoid

Presentation (Powerpoint)

Track 3: Emerging Technology


Cloud Computing


Speakers: John Baker, President, eTechSuccess; Jim Ray, President, Neuse River Networks

Description: Cloud Computing has been a term in common use since 2007 when IBM and Google announced a project to provide a platform to host an organization's applications in an internet accessed, location transparent, dynamically scalable environment (the cloud). Learn about how your organization can take advantage of this solution and how other companies are already doing so. The tutorial is highly interactive with lots of time spent on the web looking at concrete examples.

We will explore the economics of cloud computing (when it pays off to be in a cloud), security and privacy issues (how secure is your cloud? And how sensitive is your data?), and finally forecast where we think cloud computing will be going in the future.

11:15-11:30: Break
11:30-12:30: Breakouts III
Track 1: Tools


Introduction to Salesforce


Speakers: Trish Perkins, HandyCapable Solutions

Description: This session is aimed at small to medium sized organizations looking to increase their organization's efficiency in managing the relationships they have with every sort of stakeholder: donors, volunteers, staff, partners, foundations and friends. At some point, the piles of business cards and multiple Excel spreadsheets don't work any more. There's too much duplication of effort, and when the time comes to update, just plain too much effort. Salesforce out of the box is an easy address book/ calendar/ to-do list, but the real power of the database comes when it looks exactly like what you do, and works the way your organization works.
I'll demonstrate an "out-of-the-box" Salesforce for Nonprofits and then show several customizations for case management, donor management, and volunteer management from real organizations.

I'll also explain how a nonprofit can take advantage of Salesforce's donation program for nonprofits: ten free licenses for their online cloud-computing database.

Track 2: Solutions


Tech in Schools


Speakers: Peggy Baker, Executive Director, The EASL Institute NFP

Description: People in schools use technology in obvious and not-so-obvious ways. By people, we include students, teachers, administrators, parents, and others who come in to school buildings to work with any of the above. Where can we find opportunities to support the primary work of schools--encouraging an environment of teaching and learning? What are some of the hurdles we can help teachers and school leaders clear to do so? As concerned community members, how can we help bridge the various gaps in knowledge, comfort, and resources?

Track 3: Emerging Technology


Mobile for Today's Nonprofits


Speakers: Tonia Zampieri, Sales & Marketing Manager, Smart Online, Inc.

Description: Emerging technologies are changing our lives for the better enabling users to be in "constant connection" with the things they care about. Mobile plays a huge part in this, especially with the advent of smart phones. Already growing at an enormous rate, mobile growth is only going to continue on this upward trend, with smart phone sales expected to beat PC sales by 2013. Close to 250,000 smart phones are sold every day! The key focus of the session is to be a resource to nonprofits in helping them understand and evaluate how mobile solutions will help them grow holistically.

Presentation (PDF) | Slideshare Webinar with audio

12:30-1:30: Lunch/Topic tables
1:30-2:30: Breakouts IV
Track 1: Tools


Make Your Social Networks Work For You


Speakers: Dawn Crawford, Nonprofit Communications Consultant, BC/DC Ideas

Description: Many nonprofits have started a Facebook page, started tweeting and uploaded a few YouTube videos, but now what? Learn how to maximize social media strategies for your nonprofit. Get high-impact ideas for your cause and tools to create a social media plan.

Presentation (Slideshare) | Reading List

Track 2: Solutions


Moving from Experiments to Results: Online & Mobile Fundraising Strategies that Work (and the Ones to Avoid)


Speaker: Alice Williams, Online Strategist, hesketh.com

Description: Facebook currently hosts more than 250,000 Causes -- its application aimed at empowering anyone with a good idea or passion for change -- including nearly 50,000 nonprofits. However, as of 2009, fewer than 50 Causes had raised more than $10,000 and only two cracked the 6-figure mark. What is this handful of savvy organizations doing differently? How can nonprofits learn from these and other successful online and mobile fundraising efforts to maximize this budding channel for giving? This session will explore several case studies and examine the best practices that separate nice attempts from successful campaigns: from compelling messaging to selecting proper channels to arming external stakeholders as soldiers in your fundraising army. Emphasis will be given to practical techniques and tools for tapping the passion and enthusiasm of your nonprofit advocates. A hands-on activity will allow participants to apply ideas to their organization's needs and ample time will be reserved for questions.

Presentation (Powerpoint)

Track 3: Emerging Technology


What Nonprofits can Learn from Entrepreneurs


Speakers: Lea-Ann W. Berst, Senior Vice President, Marketing & Practice, Pivot Point Group; Jan Delory, Senior Vice President, Sales & Performance, Pivot Point Group

Description: Nonprofit representatives will learn to create and deliver cohesive integrated market development campaigns. Through a clear understanding of sales & marketing, attendees will see examples of how it all comes together to make an impact! Integrated market development processes increase awareness, fundraising outcomes and build a stronger community of partners, membership, sponsors, donors and the press.

Gleaned from their own nonprofit association, corporate and entrepreneurial experience in market development – Jan and Lea-Ann today advise a multitude of businesses on the strategies they need to capture market share, grow revenue and operate more efficiently.

Presentation (PDF)

2:30-2:45: Break
2:45-3:45: Breakouts V
Track 1: Tools


Twitter for Beginners: Getting the Most Out of 140 Characters


Speaker: Joanne Wolfe, Information Yenta

Description: Trying to figure out if Twitter can help your organization?
Don't know what to do with Twitter? Don't know what Twitter is? This session will help demystify Twitter and provide a basic foundation to get you online and using this social media tool.

Track 2: Solutions


Video for Nonprofits


Speakers: Trish Perkins, HandyCapable Solutions

Description: Video is one of the most powerful media available for telling an organization's poignant stories to reach out to those who will also care about your cause, your mission and your work. Few nonprofits, however, realize how much can be accomplished with little funding, just a bit of time, and the passion to create short video stories that can make a web site come alive, build excitement and involvement in presentations, and encourage those who want to help to donate time, talent and treasure to the organization.

I'll show examples of videos I've created and helped create for FaithAction International House, demonstrate the use of the tools, and point the participants to free tutorials for the software we use.

We'll also talk about how to plan a video story, make a storyboard, and assemble the elements of the video. We'll talk about how much time and money you'll need to spend to have simple, home-grown videos about your organization on your web site and presentations.

Presentation (Powerpoint)

Track 3: Emerging Technology


A Tour of Drupal 7


Speakers: Kosta Harlan, Developer, DesignHammer Media Group; Jay Roberts, Developer, DesignHammer Media Group

Description: This will be an beginner level overview of what Drupal 7 is and how it can be used to meet the needs of modern non-profit organizations. The session will cover the role of Drupal as a website content management system and also how it can be customized to handle tasks such as providing updates to constituents, getting feedback, promoting collaboration, and taking donations.

3:45-4:00: Break
4:00-5:00: Breakouts VI
Track 1: Tools


YouTube for Nonprofits


Speakers: Denise Tawwab

Description: YouTube is a great place to engage your supporters and to get your organization's message out. This hands-on workshop will cover the basics of using YouTube to spread your message, to reach out to your constituents, and to partner with other organizations.

Track 2: Solutions


User-centric Web Design


Speaker: Saroj Primlani

Description: People use web sites to find specific piece of information or make a specific transaction. They access and interact with the web sites using a variety of technologies including operating systems, browsers, mobile devices and assistive technologies like screen readers and refreshable Braille devices and speech recognition. User-centric design is a web design construct that focuses on the relevance and usefulness of content and ease of retrieval and transaction (usability) with the content.

The presentation will focus on web standards, guidelines and evaluation tools for creating web sites that are accessible and usable by people with a disability and those using mobile or other handheld devices.

Presentation (Powerpoint)

Track 3: Emerging Technology


How to Upgrade a Drupal 6 Site to a Drupal 7 Site


Speakers: Kosta Harlan, Developer, DesignHammer Media Group; Jay Roberts, Developer, DesignHammer Media Group

Description: Drupal 7 is here and offers a wealth of improvements, including better usability, performance, and extensibility. With a bit of work, sites that are currently running on Drupal 6 can be updated to use Drupal 7 and take advantage of the new functionality.
In this workshop, we'll go over the best practices for upgrading a site from Drupal 6 to Drupal 7, and highlight some of the automated tools you can use to help with the upgrade path. Finally, we'll review some potential pitfalls to watch out for.

Presentation

5:00-7:00: Reception