Leah Chang founder of Leah Chang Learning Inc. Leah works with organisations to create learning strategies that streamline the education process for staff and 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. Systems Adoption &
User Enablement

2. “We’re Adopting a
Puppy!”

3. Adopt that puppy! Rescue that kitty!
● Learning technology adoption
● Community Outreach Enablement
● Mobile learning (ages 60s+)

4. A bit about my world...
Constituent Relationship
Management Systems
(CRMs)
Learning Management
Systems (LMSs)
Custom Learning
Development
● Instructor-led
(virtual/classroom)
● eLearning
Curriculum & Educational
Program Design

5. Examples
New LMS & eLearning Development
LMS Migration, Data Cleanup, Course Development, Admin Enablement
+
+

6. My Tech Values & Approach
Concept development over process
knowledge. Enable others to be their
own tech Masters.
Information should be transparent,
accessible, always up-to-date, and
crowd-sourced

7. My Tech Values & Approach
Design an excellent “Admin Experience” (AX/AI)
Tech should help us focus on what’s important: people & relationships

8. Today: By the Numbers
3 Case Studies
5 Change Management
Tactics
1 Big Question
6 Worksheets/Handouts
you can use right away

9. 3 Case Studies

10. Case 1
Issue: An out-of-date open-sourced LMS
Unknowns: Where is the data from past learning records? How much work/cost to
keep, migrate, scrap?

11. Case 1
What worked: Analysis, Recommendations & Grant Support
Identified the need for staff training, admin resources, and consistent workflows

12. Case 2
Issue: 10+ “free” tools, CRM acquired to process Membership & Donations (but
that’s it), Duplication with Quickbooks

13. Case 2
Issue:

14. Case 2
What worked:
● Start with team Awareness Training
● Work closely with the ED
● Educate & enable via team working
meetings
● Crowd-sourced knowledge base
articles customized to the organization
● Personalized training opportunities

17. Case 3
Issue: What’s a CRM? What the heck is the “CRM
Project? (Ugh, it’s going to be more work!)

18. Case 3
What worked:
● Tap into the organization’s culture for
early buy-in
● Crowd-source & engage internal users
● Name it! Together!

19. 5 Ways to Increase Tech Adoption
1. NEVER assume people know
2. ALWAYS support learning & development
3. Train for awareness at EACH project stage
4. Direct access to the E.D. (or key knowledge
holder)
5. Adapt Corporate resources/workflows for
non-profit realities

20. Stuff for you
PDF worksheets/job-aids
● Corporate to Non-Profit Speak
● Systems “Lingo Bingo”
● CRM Roles & Responsibilities
CRM Awareness Slides
● Today’s slides
● What is a CRM? - use with your team!

22. Impact to non-profits
When well-implemented LMSs enable...
● Real-time onboarding
● More effective knowledge transfer & program
education delivery
● Happier staff, volunteer, constituent, boards
When well-implemented, CRMs can enable…
● Streamlined operations
● Stronger evaluation & assessment of programs delivery
● More efficient outreach

23. Takeaways
● Training CANNOT be an afterthought
● Semi-customized training materials that look
& feel like your system are more effective
● Go beyond Change Management & consider
longevity & operationalization

24. The Big Question
How will YOU…
● Help the organization adopt the puppy?
● Rescue the kitty?
● AND keep it healthy after you leave?

25. Get in touch!
leah@leahchanglearning.com
leahchanglearning.com/blog
@mmeleahchang
linkedin.com/in/mmeleahchang/