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:
- Get a URL (web
address/domain name) and a web host. Dotster
is a good place to buy a domain name, as is Network
Solutions. For a web host, I really like HostGator.
Even if you aren't ready with your web site yet, you should do
these two things immediately. Then just put up a one page
"coming soon" with your organization's name, mission
statement, and a "coming soon" statement. This
is the detailed advice I give to new nonprofits regarding
starting their own web site.
- What is your one word
identifier going to be online, what you will use for your ID
on social media, what you will use for your personalized URL
on YouTube, etc.? For instance, if your nonprofit has a long
name, like We Help Children In Scuffletown, you will use that
as your name everywhere, including your online profiles, you
don't want to use that full name as your Facebook address, for
what comes after facebook.com/. So, instead, you would
want ScuffletownChildren to be your ID. A real life example:
The Forest Grove Restore, part of Habitat for Humanity, is
called that everywhere on Facebook, but it's facebook address
is www.facebook.com/fgrestore.
It's the same
on Instagram.
- Now that you have
chosen your identifier, set up a Facebook page (not a Facebook
account, which is where an individual - you - "friends"
people. You are setting up a Facebook page, something you set
up from your personal Facebook account, something other staff
at your nonprofit that are on Facebook can be allowed to
manage as well. Your page is how people "like" and follow your
nonprofit on Facebook). Even if you have no information to
share yet, just like the web address, it's a good idea to
claim the name you want ASAP, so no one else gets it. As far
as how you will eventually use it, see these recommendations
for daily social media
tasks and recommendations for using Facebook to promote
your nonprofit's work. But for now, you don't have to do
anything - your goal was to just get the page ready for
eventual posting.
- Set up your user
accounts/nonprofit name pages on Instagram (which will be tied
to your Facebook page), BlueSky, Mastodon, Reddit and any
other social media platform you want to use. For now, you
don't have to post any messaging yet - your goal was to just
get the page ready for eventual posting.
- Set up your YouTube
channel. It doesn't need to have any videos on it. Be sure
this is tied to the appropriate email address, one that is not
a personal address of one of your employees or volunteers.
Pick a name similar to or even the same as your Facebook
address, Instagram ID, BlueSkyID, etc.
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 probably don't
have volunteers yet, beyond the board of directors and the
founder, so you do NOT need volunteer
management software yet. But you do need to track the
contact information for all of your staff and what their tasks
are. A spreadsheet is best for now. I highly recommend
GoogleDrive for all documents and spreadsheets you need to
share with your board, and to use photos.google.com for
sharing photos with just your board and core staff. You get
all this for free with a gmail account. You can purchase a
more sophisticated intranet later.
- Since you are just
starting out, use a spreadsheet to track your clients
and their information as well. If you are dealing with medical
information, legal information or financial information, like
credit cards, I do not recommend Google Drive for any client
information - this data needs to stay offline for now. Google
Drive is an amazing collaboration tool, but it's not secure
enough for things like credit card information, bank account
numbers, etc. As you begin to track information and your
client base and volunteer base grow, you will start to get an
idea of what you will need in a more sophisticated CMS
(content management system), and you will be able to make a
much more informed choice later about what you need than now.
- You do not need to
buy Microsoft Office. I strongly suggest you download
and use LibreOffice,
which is free (and make the recommended donation). I have used
it for many years, and it's as compatible with Microsoft Word,
Excel and Powerpoint as I need it to be.
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:
- Basic Press Outreach
for Not-for-Profit and Public Sector Organizations
Like fund raising, press relations is an ongoing cultivation
process - the process never ends. Your program
strategy for press coverage needs to go beyond trying to make
a magical list of press contacts that will always print your
announcements or trying to land one big story; you want the
press to know that you are THE agency to contact whenever they
are doing a story on a subject that relates to your mission.
These are basic, low-cost/no cost things you can do to
generate ongoing positive attention from the media, and
thereby continually build your profile among various
communities.
- Outreach Via the Internet
for Mission-Based Organizations
It's more than just putting up a Web site or creating a
facebook page: successful outreach via the Internet involves
ENGAGEMENT: attracting comments and questions, making your own
comments and questions, and more. It's pro-active, interactive
and ongoing. Online outreach and online service delivery
should also accurately reflect your agency's mission and
culture.
- How Mission-Based
Organizations REALLY Use Online Technologies
Every nonprofit, NGO, or other mission-based organization has
two primary resources: people and their ideas. Here's
real-life examples of what agencies are using the Internet
for, and links to other resources offering even more advice
and examples. Includes information about online solicitations
and fund raising. This is a hype-free zone.
- Getting More Viewers for
Your Program's Online Videos
Videos are a great way to represent your program's work, to
show you make a difference, to promote a message or action
that relates to your mission, etc. But just uploading a video
isn't enough to attract an audience. This page on my site
offers specific steps that will get more views for your
organization's videos on YouTube. Note that many of these
tasks would be great for an online volunteer to undertake,
with guidance from an appropriate staff member.
- Email Newsletters
Don't abandon your email newsletter. It's still a great
way to reach people about your organization, its
accomplishments, its volunteering opportunities and more. It's
simple, it's quick, and it can be easily forwarded by readers
to new readers.
- Don't Just Ask for
Money!
Something much more should happen if someone clicks on your
web site's "Help Us" link than a message that asks only for
money.