A free resource by Jayne Cravens
via coyotecommunications.com & coyoteboard.com (same web site)

figure with
            smart phone

A New Nonprofit's First Online Steps

(& some software tips as well)

You are leading a brand new nonprofit, charity, NGO or other community group. You have the basics for your program's existence in place: your board of directors, your business plan covering what you want to achieve in the first year and how you will do that, and you've filed, or are filing, your by-laws and other paperwork with the state and the IRS.

But now, in addition to all of the other things you need to do next, you also need to take some first steps in terms of being online. Don't delay: getting an online presence and your initial tech tools in place will pay off in the long run in terms of donations and other support. You can always make a more advanced web site later. But you want to get some things bought and reserved before someone else does.

In addition, there are some tips here regarding software you should have is noted as well.   

Your first online steps:

Now you are all set to start posting content once you have content to post. You have also claimed your nonprofit's name and a one-word simple identifer for your organization that you can keep using as needed.

For other initial tech needs:

You will be using video conferencing a lot. You don't have to buy a Zoom account in order to use it one-on-one with others, or to participate in events by others. If you have never used it, create an account and participate in a free online workshop, just to get familiar with it. A lot of people prefer Microsoft Teams, which also has a free version. Your clients, they may prefer WhatsAPP, so be sure you have an account there too and become familiar with it how to use it.

Email can become overwhelming if you are trying to have a discussion with your board or volunteers, or collaborate with others on a project. GoogleGroups is free and decent. The best online collaboration tool for everything, IMO, is Basecamp, but it is VERY expensive.

You can recruit volunteers to help you in any and all of the above. Here are my recommendations about volunteer recruitment

The NCVO (The National Council for Voluntary Organisations) in England has an excellent list of suggestions for tackling barriers to digital change for staff and volunteers. I highly recommend it. This is great for not only as you get started with online tech, but as you expand and as you change tools - yes, change tools. What you are using now for computer and smartphone tech in your work likely will not be what you use three years from now, because of how rapidly tech evolves.

And as tech evolves, you need to evolve - and so does your staff and volunteers. My favorite piece of advice from NCVO's guide: 

Start with a practical understanding of people's roles - what they do, how they do it, why they do it, and what frustrates them. This will help you make sure any new digital tools or processes will add value to people's jobs. It will help them trust that you've thought about this.

With me, I don't like when a tech change is announced - I'm supposed to use a new platform for such-and-such function instead of what I have been using - without a clear explanation as to why, and a staff member ready to help with my questions.

In addition to this resource on introducing tech or changing it, the NCVO in the UK has an online knowledge base help charities and community groups use digital tools and develop digital strategies.

Tips include: 

And more. The NCVO resources are UK-centric, meaning some references aren't going to apply to other countries. But for the most part, the advice in this guide is universal and works in any country.

What do you think? Is this advice helpful? Do you have more or different advice?

Also see: