2. Do you have a 501©3? Office 365 is Free to Nonprofits. Learn how you can have your own hosted email. Send emails from “your name@ your non profit.org” No existing domain name required to attend event Give that professional feel when contacting donors, volunteers and partners. http://www.meetup.com/tech4goodLV/ Three Square, 4220 N Pecos Rd, Las Vegas 89115 Contact Tony Caufield for more Details acaufield@threesquare.org

4. Tonight and beyond Tonight’s Agenda Name Change and joining with NTEN. Brain Trust (Steering committee) Managed Print Services – Kurt Lyman Volunteer Management – Mikell Goheen/Tony Caufield Tuesday December 1 st from 6 to 8pm Managed IT Services Donor Management Wednesday Jan 13 th from 9am to Noon Office 365 Workshop – Free email server hosting by Microsoft Tuesday Febuary 2 from 6 to 8pm Social Media Contact me Tony Caufield acaufield@threesquare.orgacaufield@threesquare.org, 702-644-3663 x313 http://www.meetup.com/tech4goodLV/

5. Online Discussion Announcements Job postings Share information

6. NetSquared is a program of TechSoup Global. Our mission is to “Mobilize Technology and Communities for Social Change” Our network of volunteers organize nonprofit technology meetups and training events with the goal of helping nonprofits and community groups master technology. About NetSquared

7. NTEN: Nonprofit Technology Network Connect. Learn. Change the World!

8. NTEN Community

9. Connect Online

10. 501 Tech Clubs In-person local groups 20+ groups across US and Canada my.nten.org/communities/501techclubs

11. Communities of Practice Online affinity groups my.nten.org/communities/communitiesofpractice

12. Learn

13. Connect NTEN facebook.com/nten.org twitter.com/ntenorg my.nten.org/communities/ntendiscuss Bethany Lister Community Program Coordinator Email: bethany@nten.org Twitter: @betalister

14. Steering Committee Small Group Mixed Back grounds Make our Tech4Good Las Vegas Group Great

15. Kurt Lyman Managed Print Specialist

16. Volunteer Management Mikell Goheen / Tony Caufield

17. Thanks to

18. What are Volunteer Management Solutions? Volunteer Management software solutions help recruit, track, manage, and coordinate volunteers They can assist with the following tasks: Recruiting (e.g. ongoing application forms) Scheduling (e.g. schedule one-time or ongoing volunteers, print schedules) Tracking (e.g. organize and track volunteer contact information and records) Group Tracking (e.g. schedule and set up group records) Communications (e.g. automatically send email or text reminders) On-Site Registration (e.g. check in and out of facility) Reporting (e.g. generate reports on volunteer hours)

19. Feature Comparison

20. Our Most Used Volunteer Management Systems

21. Volgistics Mikell Goheen Volunteer Administrator @ Three Square

22. Volgistics

23. Why we use Volgistics: Volgistics allows volunteers to submit online applications Volunteers are able to self- schedule/check schedule for available shifts online and view all available volunteer opportunities Volgistics allows volunteers to sign in and out using a computer kiosk- no more paper sign in sheets! Volgistics allows for a much more organized recruitment Customer support was very important to us

24. How is Volunteer Scheduling handled? Individual Volunteers: VIC(Volunteer Information Center) Net allows individual volunteers self-schedule for available shifts Volunteer Groups: Manually schedule but allows us to easily track total group hours How is Volunteer Tracking handled? When volunteer application is received, it is automatically in our database We can create specific “Sets” to search for volunteers based specific information Volunteers can be tracked using specific Flags and Types Create reports using specific Tags, Sets and Flags E-blast capability Volgistics

25. Let’s try it out! Search system Volunteer Profile Assignments (Posting Volunteer Opportunities) Daily Schedule Who’s Here Help Center Volgistics

26. Tony Caufield Technology Manager @ Three Square Special Thanks to For sharing their information And slides Matthew Mayberry CERVIS Technologies, Inc. Director of Sales 888.549.3601 x107 Direct: 719.357.7056 mmayberry@cervistech.com www.cervistech.com 888.549.3601 x107719.357.7056 mmayberry@cervistech.com www.cervistech.com

28. –CERVIS Overview Cervis is a Cloud Based Volunteer Management Solution Cervis features include Registration, Communication, Scheduling, Sign-in, Tracking and Reporting The Greater Cleveland Food Bank has been using Cervis since mid 2013 Prior to 2013 the Greater Cleveland Food Bank used a custom built tracking module on our Convio hosted website The Greater Cleveland Food Bank recorded 67,394 volunteer service hours from 14,244 volunteers during the 2014 Fiscal year Reasons CERVIS Selected Cost (Bang for the Buck) Sign in Console functionality Integration with existing website Met majority of feature requirements

29. How is Volunteer Scheduling handled? Individual Volunteers schedule themselves on our website by selecting from published shifts Groups are required to fill out an online form and are contacted by volunteer department to complete registration Reservation codes/links Volunteer Department can register recurring volunteers on back end How is Volunteer Tracking handled? Volunteer hours are tracked based on sign-in console logins (automatic sign out) Volunteers can be grouped by interest categories Volunteers can be tracked by groups Volunteers uniquely identified by email address Does it integrate with CRM? Currently it is a manual sync process Exploring ways to automate and streamline the integration Basic API

31. CERVIS Once Email information is entered User may log in based on email with Google, Live Id or Facebook Volunteer Management Dashboard Sign up new volunteers Search for Volunteers Send Emails Address labels Name tages Bulk Registration Export hours

32. Sales Force Offers Volunteer Management as part of their Fundraising. http://www.salesforcefoundation.org/nonprofit/

33. Resources Volgistics: https://www.volgistics.comhttps://www.volgistics.com VolunteerHub: http://www.volunteerhub.com/http://www.volunteerhub.com/ CERVIS: http://www.cervistech.com/http://www.cervistech.com/ Product Comparisons: http://www.capterra.com/volunteer- management-software/ http://www.capterra.com/volunteer- management-software/

34. Beyond – Future topics What are some future topics you would like to see? Grant Writing? Financial Management? ______________________

35. Reminder Tuesday December 1 st from 6 to 8pm Managed IT Services Donor Management Wednesday Jan 13 th from 9am to Noon Office 365 Workshop – Free email server hosting by Microsoft Tuesday Febuary 2 from 6 to 8pm Social Media Contact me Tony Caufield acaufield@threesquare.orgacaufield@threesquare.org, 702-644-3663 x313 http://www.meetup.com/tech4goodLV/