Tag Archives: backup

I need your email address

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I cringe when people say I’m a techie. Because I’m not I’m technically-savvy. I know how to use technology for outreach, absolutely, and I’m proud of that ability, but if I get an error message in using software, I’m stuck. Screen projectors regularly stump me – they plug in well to my Mac, usually, but I can never get them to work on IBM Clone PCs.

It’s like saying I’m a motorcycle mechanic because I have ridden more than 12,000 miles on motorcycles. I take those machines many amazing places – but I couldn’t even change a tire on one.

I say this because, in trying to upgrade my operating system on my MacBook, I annihilated my hard drive. And while I back up regularly, I apparently did something wrong two years ago, because it turns out that none of my email from the last two years backed up (I changed my email client two years ago).

All my files, documents, presentations, photos, etc. are safe (whew!), but all of my email from 2010, 2011 and the start of 2012, is gone. That includes my email address book.

So if you emailed me recently, or even in the last six months, and are wondering why I haven’t emailed you back – that’s what’s up. Please email again. If this message is for you, then know my email address – I won’t post it here, so I can keep it away from bots. Otherwise, try this web page (be sure to remove OINKMOO from the address).

I’ve tweeted this, I’ve posted it to my Facebook page, but word isn’t reaching everyone – so here it is, blogged.

And let this be a lesson to you aspiring independent consultants out there: you really are on your own when it comes to IT.

What I wish I’d known two years ago: where my email client (Thunderbird) puts my email on my hard drive (yes, I have some email on the cloud, but I need to access email even when I do NOT have Internet access!).

(there was a guy from MercyCorps who lives in the Portland, Oregon area that I have been trying to get together with for many weeks – if you are out there, PLEASE email me! I can’t remember your name!)

Putting it all on the Cloud

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The media and various consultants are breathless again with another new tech term. What’s gotten them all aflutter? THE CLOUD. Everyone’s talking about THE CLOUD. Everyone’s asking, Are you working in THE CLOUD?!

What’s THE CLOUD?

The Internet. Instead of saying the Internet, we’re now saying The Cloud.

Don’t you dare write me and say, no! no! The cloud is different!

When someone is talking about cloud computing, they are talking about information and software tools residing somewhere out on the Internet, on a server that may be across town or across the country or across the world, rather than on your desktop or a hard drive in your office. When you read and respond to email on a web site rather than your desk top, such as YahooMail or GoogleMail? That’s cloud computing. Also known as the Internet.

It’s not just email: more and more database software for nonprofits is cloud-based software, meaning that some or all of the software is online, and some or all of the information the software tracks – information about donors, volunteers, clients, etc. – reside on a server that isn’t at your office. You access and manage the information by going online.

Wikipedia has a good graphic that illustrates what working on the Cloud looks like.

Cloud computing is terrific – until it’s not. It’s great to read and respond to your email no matter what device you are using and no matter where you are – your laptop at work, your friend’s laptop in Barbados, your smart phone on a city bus – until you find yourself in a place where you have only a window of time for Internet access. Some airports give users just 30 minutes of free Internet access – that’s enough to download my mail to my laptop, but not enough to time to read and respond to it online.

Cloud computing is great for volunteer-tracking and volunteer-scheduling software, if volunteers can log in from anywhere and input their own information. It’s not so great when the Internet goes down and you need that information. And even in the USA, the Internet DOES go down…

Lack of consistent access isn’t the only concern: people and organizations have lost all of the information they have put out on the Cloud. GoogleMail and Flickr have deleted people’s ENTIRE accounts. Imagine losing ALL of your emails. Imagine losing ALL of your photos (with all those notes and tags and descriptions and what not).

Yesterday, I spent two hours editing a document on Google Docs – out on the Cloud. Google Docs supposedly saves your document every few seconds. After all of that work, when I closed the document, it disappeared. I logged in every hour for the rest of the day, hoping it would show up. 24 hours later, I logged back in and, yes, now the document is there – with none of my edits. Two hours of work gone forever. Someone recently made fun of me for always saving my Google Docs offline, and so I had stopped. I’ll be going back to doing that immediately…

And consider this: software vendors go out of business. I was contacted by a small nonprofit a few years ago that was frantic because the company they had used for a few years for all of their event registration was going under, and the company was not only not offering a refund on the nonprofit’s yearly subscription (which had JUST been renewed), but also, was going to take the systems offline before the nonprofit could find a way to transfer their information elsewhere. Their situation was heart-wrenching!

So, should your nonprofit or NGO go with the Cloud? Yes and no…

For your organization’s database that tracks donors, volunteers, clients and other vital information, Cloud-based systems are fine – as long as you have an offline backup of all of the information physically in your office, ready to access in case of emergency. Daily backups would be best, but even just a monthly backup would protect against disaster. When you are purchasing/subscribing to such software, ask the vendor how you will do these offline backups. If they say, “Oh, there’s no need for them!”, look for a new software vendor, especially if you are a mid-size or small nonprofit (such organizations have little recourse in cases of data loss, where as a large nonprofit may have the political clout to pressure a software vendor into spending the resources necessary to retrieve lost information – or to financially-compensate them for the data loss).

For your organization’s email, using the cloud is fine so long it also provides a way for individuals to also download their email when needed, write their responses offline, queue the email to be sent, and then send all the email at once when they get online access again. This is how my email works, and it’s proven essential for being able to work while traveling. For instance, I download my mail just before I get on the plane, I spend the ride reading and responding, and I send all that mail I’ve written (and download more) once I land. It was particularly essential while in Australia, where Internet access is surprisingly bad.

For organizations AND individuals: do online and offline backups of all your computer-based information. I use Mozy to backup my laptop information online once a week (in the middle of the night, while I’m sleeping). The first time you do an online backup, it’s going to take a looooooong time. But subsequent backups should be shorter, because only updated or new information will be backed up. I also have a hard drive that I use for my once-a-month onsite backups. And I sometimes burn my information onto a DVD or two, and give that DVD to a family member for safe keeping.

Don’t forget to back up your cell phone or smart phone.

So, in short: the Cloud is GREAT… until it’s not. Just like having all of your information on your laptop is GREAT… until it’s not.

 

Knowledge transfer – it’s more than a buzz phrase

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Every organization – every nonprofit, charity, non-governmental organization (NGO), civil society organization, government agency, for-profit business – large or small, anywhere in the world, has subject matter experts (SME), each with a deep knowledge and understanding of business-critical information. At nonprofits, some of these SMEs are paid staff, but many are volunteers.

You often find out who these SMEs are when they go on vacation and you suddenly realize you don’t know how to update text on the home page of your web site, or you don’t know how to direct a person who calls who wants to volunteer, or you are going through the list she left of everything to do Monday morning and, at the end of Tuesday, you aren’t even half way through the list.

Most organizations hire paid staff and recruit volunteers specifically because of the paid staff or volunteers’ particular area of expertise, expertise that the staff person has spent years cultivating in university academic studies and/or professional and volunteering experiences. You could never expect such a person to transfer all of his knowledge to a co-worker, a new hire, or a partner organization. However, there are business-critical functions at your organization that various staff members are doing — probably every staff member, including volunteers — that must be documented. Looking at a mission-based organization (a non-profit or an NGO, for instance), these critical functions could include how to:

  • update/change text on the web site
  • use the 5-10 most common functions on your phone system
  • direct phone calls and emails appropriately, for the entire organization or just within one department or program
  • direct inquiries from potential volunteers
  • direct inquiries from the media
  • retrieve data from a computer system backup
  • start a computer system backup, or how to ensure an automated backup took place
  • moderate your online discussion group
  • coordinate the logistics for any kind of meeting your organization has regularly, on site or online

This knowledge often needs to be conveyed to people with a lower level of technical expertise than the person in charge of these tasks – even if the person in charge of a task is an individual contributor with no staff to supervise — like the receptionist — while the person who needs to know is a senior manager.

(I have a firmly-held belief that the receptionist of an organization is often the most knowledgeable about what’s happening at the organization, and he or she is always one of the first persons I talk to if I’m consulting with an organization regarding its communications or volunteer engagement practices – but I digress…)

Content management systems (CMS), like a simple Intranet, that allows staff to upload and read each other’s information, and to share what they are working on, greatly assist in effective knowledge transfer and staff cross-training, but only if everyone has access to such, is encouraged to contribute to such, and is evaluated per their contributions to such. It’s about establishing a culture of internal transparency and rewards for sharing as much as it’s about creating a CMS. By contrast, partitioning information so that only certain people have access to it (knowledge hoarding), limiting it to folders in the file cabinets next to our desks, leads to inefficiency, duplication of effort, confused messages and errors.

This free document by Keith De La Rue details how to build a knowledge transfer toolkit. It’s a highly technical, jargon-filled document, and sometimes you will want to yell “Why don’t you just use plain English?!” Still, you will find it helpful if you want to ensure that business-critical information and practices at your organization are identified and documented. “This toolkit includes a range of individual elements, comprising content management, communications, learning and multimedia elements, coordinated as a managed program. Approaches to maintaining the currency and accuracy of content, dealing with knowledge hoarding and the relevance of social media principles will also be addressed.” Here’s more about Keith De La Rue.