Eric Franzo founder of Purposely. Eric leads the team at Purposely to develop tools for organisations to match their opportunities with dedicated volunteers. The technology planning process can be overwhelming, especially for those without any technical background. Where do you start? How do you implement the tools and keep volunteers, staff and donors up to date? This video was recorded on March 4 2020 for NetSquared Vancouver. It's an interactive workshop with industry experts to get your questions answered. https://www.meetup.com/net2van/events/267074343/

1. Understanding
Your Tech Stack
Digital Tools for the Modern
Not-For-Profit
www.purposely.ca

2. ○ Founder of Purposely.ca
○ Master’s in Public Policy from UBC
○ 7+ years in the IT sector
○ Long time volunteer
○ Previous board member Burnaby MoreSports
○ Loves trying out new digital tools
Eric Franzo

3. As we explore these new tools,
don’t overwhelm your team with
them. They’ll make you regret it...
Eric Franzo

4. What is a Tech
Stack?
A closer look at your digital
tools

5. The
“Oldschool”
Stack
How did we used to work with digital tools?
● Simple problems only
● Frustrating
● Expensive
Tech Stack - The digital tools your organization uses,
ranging from communications to CRM solutions.

6. The
Newschool
Stack
There’s an abundance of tools to use today
● Helps solve complex problems
● Affordable solutions
● Legacy tools exists, but simple, “no training
required” solutions are on the rise

7. How to
re(Evaluate)
Your Stack
Some simple steps to follow to make the
transition seamless
● Is there a real need, or can you refine your
current process?
● Get buy in from stakeholders
○ If switching to a new volunteer management
system, talk to your volunteers first!
● Start small-- try out new software on a single
program if possible.

8. Let’s Explore
Some
Challenges
Challenges are easier to overcome when we
explore them together
● What are some digital challenges your
organization faces?
○ Communication
○ Donor Relationships
○ Volunteer Management
○ Accounting

9. ○ External Communications
○ Internal Communications
○ Donor & member Relations
○ Volunteer & event
management
○ Document management
○ Task & project management
○ Accounting
What do you
use?
→ Email, video calls, MailChimp
→ Slack
→ Keela
→ Purposely!
→ Notion, Google Drive
→ Asana, Trello, & many others
→ Xero, Freshbooks
Nonprofit Needs My Favourite
Tech

10. Thank You!
Email me at efranzo@purposely.ca or visit us at www.purposely.ca.