Operations Tools

Ops Therapy

Tools/Best practices needed for:

• Event planning and project management
• Hold people accountable to systems
• How to consolidate diverse systems
• Improve internal communications
• Instating new systems when roles shift
• Bringing systems to scale
• Tracking expenses

File sharing tips:

• FTP server-can download client software for free
• Dropbox easy, but free version has small storage

Systems:

• Develop protocols for ea when using multiple systems
• Ex: Asana for project mgmt, but dif system for archiving docs
• Bring tools to weekly check ins for stickiness
• Keep updated doc library to resource how to use tool

Project Management

• Scrumdo- count down points system as tasks get completed
• Divided by ‘to do’, ‘in process’, ‘done’
• Anthony researching open src version
• Offers summary reports (ex for volunteers, committees)
• Kanban- board based on methodology, includes time tracking, ID’ing bottlenecks

Event Planning:

• Josh has templates!
• Invitations: Pingg, Eventbrite
• Tips:
• Include mandatory survey Qs for RSVPS (ex: to get dietary info, photo disclosure)
• Color code lanyards on name badges so photographer knows who’s opted out
• Evaluations: hard copies before they leave, follow up emails w/ next way to get involved, raffle tickets

Mass Coms:

• VerticalResponse- connected to SalesForce
• Free up to certain # emails/mo (~10k)
• Hackable html code (more than mail chimp)
• A/B functionality to test best opened subj lines
• Mail Chimp- user friendly, has videos and resources
• ~2k monthly limit
• Both: reports available

Translation:

• Dragon- voice recognition software
• Translates recordings (before having live translator double check)

Wikipage vs Regular Website:

• Wiki is great for very active online community
• Needs monitoring. Trolls!
• Blog recommended for less active audience, easier for posts

Calendaring:

• Gmail on lock- but some glitches between systems
• Vs iCal-some events get dropped (esp on phones)
• Invitees/RSVPS from external may not show up on internal system
• 30 Box