Operations Tools
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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