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Eric Franzo — Technology planning and change management

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.

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Eric Franzo — Technology planning and change management

  1. 1. Understanding Your Tech Stack Digital Tools for the Modern Not-For-Profit
  2. 2. ○ Founder of ○ 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. 3. As we explore these new tools, don’t overwhelm your team with them. They’ll make you regret it... Eric Franzo
  4. 4. What is a Tech Stack? A closer look at your digital tools
  5. 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. 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. 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. 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. 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. 10. Thank You! Email me at or visit us at