Beruflich Dokumente
Kultur Dokumente
TURNING
SHAREPOINT
into a
POWERFUL TOOL
FOR NONPROFITS
interpretations, and customize a reporting dashboard so you can always see the information that is
important to your organization. For example, your nonprofit could view volunteer data on a world map to
see where most of your volunteers are located, or generate a line graph with 2 datasets, comparing the
ages of your female and male donors.
2. Yammer is a secure social networking application, specifically designed for businesses. Yammer
can be used by your entire organization and allows you to tag people into a conversation to facilitate
teamwork. Nonprofits love the ability to create Yammer groups, where teams can easily collaborate no
matter where they are located.
3. SharePoint Newsfeed allows staff can post to your nonprofits SharePoint newsfeed to share
information, success stories, project progress, and more with everyone. The newsfeed is a great way
to keep everyone at the organization connected to your nonprofits mission and impact in real-time no
matter where in the world they are located. Plus, staff can comment on newsfeed posts to keep the
conversation going, making even a large organization feel smaller.
4. Team sites can be used to create sub-sites within your organizations SharePoint to allow teams to have
a private space to collaborate and aggregate resources, such as files and conversations related to
the teams projects or duties. A team site can be customized independently of the organizations main
SharePoint site, so that teams can easily work the way they need to in order to accomplish goals.
5. File sharing & storage is another great feaure. Not only does SharePoint act as a shared drive, but you
can also edit presentations, documents, and spreadsheets directly in SharePoint thanks to Office 365.
Not only is it easy to make updates to files, but you can also assign file permissions, collect signatures
on documents, and share files with others within your organization all within SharePoint.
6. Workflows automate regular business processes or SharePoint site management using workflows. A
workflow is like a miniature application that is customized to complete a specific task when specific
conditions are met. For example, route a document to a list of people in a specific order to collect
approvals, signatures, or comments. And the best part? You dont have to be a programmer to create a
workflow in SharePoint, thanks to the Workflow Designer.
7. eDiscovery & Records Management tools help your nonprofit keep detailed file records that can be
used for eDiscovery and audit reports using the Records Management Center to route documents.
Using meta tags, workflows, and user information, you can define where particular types of documents
should be filed.
8. Project timelines are used to create a visual map of each projects phases, the tasks within each
phase, steps for each task, assign steps or tasks to specific users, and set up deadlines. Plus, multiple
teams can simultaneously work in SharePoint and upper-level management can track efforts of the
organization as a whole based on these project timelines.
9. Sync document libraries from SharePoint to your computer to easily access information even when
you are not working within SharePoint. Once youve made edits to a document, you can easily sync your
changes with the version in SharePoint.
10. Project mailing lists are great for teams so that members of a team can easily communicate. Mailing
lists can consist of staff members, clients, business partners, volunteers, and more to keep all vital
members of a team, both inside and outside of the organization, up-to-date.
How do you say no to your boss? Staff are more likely to adopt SharePoint if management is already
has. If your nonprofits leadership is promoting the system and leading by example within SharePoint,
then staff will put more trust in the new system and make a greater effort to become acclimated.
Remember when your parents were teaching you how to ride a bike and then suddenly just let go
without telling you? Well sudden change in the workplace can be just as scary, minus the skinned
knees and childhood trauma of course. One of the best ways to ease the transition to a new system is to
implement components of the system gradually. By allowing SharePoint to grow with user adoption, you
ease the transition.
At the start of a weekly team meeting, take a few minutes to walk staff members through a specific
part of SharePoint. Over time, staff will be able to use the system more effectively. If meetings at your
organization are rare or staff spend most of their time in the field, send out brief video tutorials your
users can watch at their convenience. There are a ton of free resources and tutorial videos on the
Internet and on Microsofts website.
Staff should be consulted throughout the implementation process to make sure SharePoint is set up to
function the way your staff members already do. After implementation, encourage feedback from your
staff to continue making improvements to the system as your organization grows or changes. Making
the key users apart of the process gives them a personal investment in SharePoint and will lead to a
successful user experience.
5. Customize and brand SharePoint until it looks like a part of your organization.
A brand is more than a look or logo, its an experience--even for your staff members. Make it easier for
your staff to embrace SharePoint by branding the interface. Your users are probably already familiar
with your organizations website, and seeing a familiar UI will add some ease to the transition.
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