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How to manage a non-profit organisation with IT: A Complete Guide

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Today, technology’s role in managing non-profit organisations is undeniable. IT solutions, in particular, are monumental in enhancing organisational efficiency, securing data and maintaining compliance with regulations.

Reflecting this trend, 46% of non-profit leaders now prioritise financial management systems that can generate outcome metrics. This shift highlights a growing commitment among non-profits to leverage technology for improved financial management and a clearer understanding of the effectiveness of their programs.

Why, then, is it now more important than ever to integrate IT solutions into your non-profit organisation? And how can you achieve this? In this guide, we’ll explore these questions, and give you a complete guide on how to leverage technology to enhance your non-profit organisation.

1.Drive your non-profit’s mission with IT software

Every non-profit is driven by its mission and vision. Setting clear goals and staying aligned with these principles keeps everyone on the same page. 

However, simply having a list of goals isn’t enough to ensure a successful non-profit. Actively tracking progress is what truly propels an organisation forward, enabling you to assess performance and make informed adjustments as needed. This is where technology plays a crucial role:

  • Data-Driven Insights: Data analytics platforms empower non-profits to gather and analyse a wide range of information, such as program outcomes and community needs. By keeping an eye on these metrics, you can make sure your organisation is on the right track day to day and making the greatest impact possible.
    For example, you might use analytics to monitor the effectiveness of different programs, revealing trends that show which activities yield the most significant community benefits.
  • Progress Tracking: Platforms like Microsoft Power BI or Tableau make it easy to monitor important indicators, such as how many people you’ve helped, how much funding you’ve raised, or how much your outreach has grown. Having these insights at your fingertips can help you make informed decisions that drive your mission forward.
  • Transparency and Accountability: IT systems, like project management software, can also help keep everyone in the loop, from donors to beneficiaries. By sharing updates and showcasing results, these platforms can enable non-profits to build trust with the people who matter most, showing that they’re making a real, measurable difference.

2.Use IT to build a reliable team 

Having an impactful mission with clear steps is significant, but it’s equally important to have the right team members to guide your vision. Whether it’s dedicated staff members or enthusiastic volunteers, managing your teams efficiently is essential for success. Here are some excellent ways technology can help:

Recruitment and Onboarding 

With tools like Employment Hero, you can streamline the process of bringing in new team members. These tools provide a centralised database where all employee information can be stored and accessed, allowing your HR teams to manage applicant data, track recruitment progress, and maintain records of new hires in one convenient location.

Task management

Assigning tasks to the right people, and making sure everyone is aligned, can be challenging for non-profit organisations, particularly when planning events or managing ongoing projects. Project management platforms like Microsoft Planner or Microsoft Project allow you to create shared project timelines, assign specific tasks to individuals and establish clear deadlines. 

This clarity fosters a sense of accountability and ownership, helping individuals understand their role within the broader context of your organisation’s mission. When everyone is aligned on their responsibilities, it reduces the chances of tasks being overlooked or falling through the cracks.

Keeping your teams engaged

Keeping your volunteers and staff connected to the cause is crucial for success in a non-profit organisation. Communication tools like Microsoft Teams are excellent for facilitating ongoing dialogue, allowing team members to share ideas and updates, as well as messages of encouragement, all in real time. This helps create a sense of community and shared purpose, keeping teams engaged, motivated, and dedicated to growing the impact of your non-profit.

3.Leverage technology for accurate financial management

Every dollar counts when managing a non-profit organisation, which is why smart financial management is a top priority. With the right technology, managing budgets, grants and donations can be significantly easier and more accurate for you. Here’s how:

Budgeting and forecasting

Non-profits often operate with limited resources and rely heavily on donations, grants, and fundraising events to support their missions. Accounting software like Xero provide essential features for budgeting, helping you plan your expenses and allocate resources. 

Additionally, these software tools give you the ability to track actual spending against your budget in real time. This helps you closely monitor your financial performance, making it easier to identify areas where you may be overspending or where funds are underutilised.

Grant and donation management

Keeping track of your grant and donation funds is essential not just for financial stability, but also for maintaining transparency and accountability to donors and stakeholders. Tools like Microsoft Dynamics, Blackbaud or Salesforce Nonprofit Cloud are designed specifically to support non-profits in this endeavour. These platforms help streamline the management of grant applications, making it easier to track deadlines, submission statuses, and funding requirements.

Financial reporting

Non-profits often face the challenge of meeting specific reporting standards. This is especially true when they receive grants or tax-deductible donations, requiring them to demonstrate financial compliance with regulations. 

Leveraging IT solutions can automate your financial reporting, helping you by streamlining this process and ensuring that all your reports are accurate and timely. This automation also significantly reduces the administrative burden on staff, allowing them to focus on mission-driven activities rather than getting bogged down in paperwork.

If you need help finding and setting up the right IT solutions to better manage your non-profit organisation, ADITS’ Managed IT Services is here to help.

4.Protect your non-profit organisation with cyber security essentials

Non-profits are increasingly prime targets for cybercriminals, with threats like phishing scams and data breaches on the rise in Australia. With cyber-attacks becoming more sophisticated and frequent, protecting your non-profit organisation with robust cyber security measures is more important than ever. Here’s how ADITS’ cyber security services can provide you with the solution:

Identifying cyber threats

Cyber security services can help non-profits identify and understand cyber threats. By leveraging advanced threat intelligence tools and the expertise of cyber security professionals, these services can empower your organisation to stay informed about the latest threats and vulnerabilities.

You can use this information to better recognise common attack vectors, such as social engineering and ransomware. For example, social engineering tactics often involve manipulating individuals into divulging sensitive information, while ransomware attacks can lock organisations out of their data until a ransom is paid. By understanding these tactics and their potential impact, you can implement proactive measures to defend against them.

Implementing ADITS’s cyber security best practices

To protect the digital assets of your non-profit organisation, you can greatly benefit from our cyber security expertise.

One of the key measures we recommend is multi-factor authentication (MFA). By requiring users to verify their identities through multiple methods, MFA significantly enhances security and makes unauthorised access much more difficult. Our team of cyber security experts can guide non-profits in setting up and managing MFA, ensuring that sensitive data is well-protected.

Additionally, we conduct regular audits and assessments to identify weaknesses in security protocols. These evaluations enable you to maintain resilient systems against evolving threats, providing peace of mind and allowing you to focus on your non-profit’s mission, without the constant worry of cyber risks. 

Securing sensitive data with encryption

For non-profits handling donor information, personal data, and financial records, cyber security services can also play a vital role in data protection. For instance, they can implement data encryption solutions that convert your sensitive information into a coded format, making it inaccessible to unauthorised users. 

By prioritising data encryption, cyber security services not only help non-profits reduce the risk of data breaches but also enhance their credibility and trustworthiness. Upholding this commitment to safeguarding personal information can foster confidence among donors and other beneficiaries, ultimately supporting your organisation’s mission and sustainability.

5.Protect your data while staying compliant

Non-profits often handle a variety of personal information, whether it’s donor details or beneficiary data, making compliance with privacy regulations essential. IT solutions can streamline compliance processes for you in many beneficial and interesting ways:

Automated data management and record-keeping

IT solutions simplify compliance by automatically maintaining detailed records of data handling, storage, and access. By automatically logging activities related to data storage, access, and usage, these tools ensure that you have comprehensive documentation readily available, saving you time and reducing stress when dealing with regulatory bodies.

These solutions also include advanced features that automate essential compliance tasks. For instance, managing consent forms becomes much simpler, as IT systems can automatically track and update consent statuses, helping you ensure you have the proper authorisation to store and process personal information. 

By automating these compliance processes, non-profits can reduce the risk of human error and maintain a higher standard of data integrity.

Data storage and backup solutions

Secure data storage is crucial for non-profits, especially when sensitive information is involved. Cloud-based storage solutions offer non-profits a safe and accessible way to store their data while also ensuring that access is restricted to authorised personnel. 

Additionally, these platforms support regular automated backups and can be paired with recovery plans. This minimises the risk of data loss in the event of technical issues or cyber incidents, ensuring your essential information remains protected and can quickly be restored.

Leveraging IT tools for compliance

You can leverage IT tools not only to meet data privacy regulations, but also to enhance your organisation’s internal processes for audits and documentation management. These tools are particularly valuable because they automate the creation of audit trails, which provide a transparent and detailed record of who accessed data and when. This level of detail is essential for regulatory reviews, as it ensures accountability and supports compliance with data privacy laws.

6.Take advantage of cloud solutions

Cloud computing has become an invaluable tool for non-profit organisations. It has transformed the way you can manage a non-profit by streamlining operations and boosting overall efficiency. By moving to the cloud, you can gain greater flexibility, reduce costs, and make it easier for your teams to collaborate – no matter where they are.

Benefits of cloud computing

Integrating cloud technology into your non-profit can yield immediate benefits that strengthen how you manage your organisation:

Scalability: As your organisation grows, cloud solutions can easily scale to meet your needs without requiring expensive hardware upgrades. This flexibility allows non-profits to adjust resources according to demand, whether it’s for seasonal peaks in activity or launching new programs, ensuring efficient management as your organisation evolves.

Cost-Efficiency: By using cloud services, non-profits can often reduce costs associated with maintaining physical servers and IT infrastructure. Additionally, cloud providers typically offer robust security measures and automatic software updates, which further relieve non-profits from the financial and logistical burdens of managing their IT environments.

Remote Access: Cloud-based tools can be accessed from anywhere with an internet connection. This feature is especially useful for non-profits that have remote or distributed teams and volunteers, as it allows them to stay connected and collaborate efficiently, regardless of their location.

Choosing the right cloud provider

Selecting the right cloud provider is crucial for securing and efficiently managing your non-profit’s data. Key factors to consider include:

  • Security: Non-profits often handle sensitive information like donor data and financial records, so choosing a cloud provider with strong security measures is essential. For instance, Microsoft Azure offers advanced security features, including end-to-end encryption and robust access controls, which help protect your data from cyber threats and unauthorised access. 
  • Compliance: Many non-profits are subject to specific regulations regarding data handling and privacy. Selecting a cloud provider that is well-versed in compliance requirements, can ensure that your organisation meets data protection regulations. 
  • Available Support: Non-profits may not have extensive IT resources or expertise, making reliable support from their cloud provider essential. With their robust support system, you can minimise downtime and ensure that your systems run smoothly, allowing your staff to focus on their mission.

Cloud-based applications for non-profits

Cloud applications are powerful tools for organising and managing your non-profit. Platforms like Microsoft 365 simplify communication, data storage, and team collaboration.

  • Microsoft 365 provides tools for email, document sharing, and productivity that can be accessed from any device, making it easy for your team to stay connected and work effectively.

For non-profits focused on fundraising and building relationships with donors, platforms like Blackbaud provide specialised cloud-based solutions designed to streamline donor engagement, event planning, and data management. By using these applications, you can stay organised, improve communication, and connect more effectively with your supporters. 

7.Train staff and volunteers on IT best practices

Creating a culture of cyber security awareness within your organisation is vital for protecting sensitive information. When staff and volunteers understand their roles in maintaining cyber security, they contribute significantly to smoother, more reliable management of the non-profit’s digital resources. Here are some effective training approaches that can help strengthen your organisation:

Host regular cyber security workshops

Offering regular workshops on various cyber security topics is an effective way to empower staff and volunteers to protect the organisation’s digital environment. By covering these topics, you can help improve the management of your non-profit:

  • Phishing Awareness: Educating staff on recognising phishing attempts, suspicious links, and social engineering tactics helps them avoid common cyber traps. This awareness reduces the likelihood of incidents that can disrupt operations and divert resources.
  • Secure Data Handling: Providing training on best practices for data handling, such as encryption, password management, and secure file sharing, ensures staff understand how to responsibly manage sensitive information. This fosters compliance with privacy regulations and strengthens the organisation’s reputation for data security.
  • Incident Response: Teaching staff how to respond to potential security incidents – for instance, who to notify, how to document issues, and steps for damage control – helps bring about quick and effective action during a crisis. This preparedness minimises disruptions, helping the non-profit continue to run smoothly even in challenging situations.

Empowering your staff with IT resources

Many grants and programs are available to help non-profits improve their IT capabilities, often offering free or discounted training. The ADITS resources hub includes a password management hub, a cyber security hub, a MSFT 365 hub and an AI hub.

Cloud service providers such as Microsoft also offer specialised training for non-profits, including online courses and webinars that cover everything from basic IT skills to advanced cyber security techniques.

By leveraging these opportunities, you can upskill your teams and improve their competence in IT practices. ADITS cyber security solution includes awareness training for staff through their Human Risk Management Platform. This investment in training not only strengthens your organisation’s defences against cyber threats but also fosters a knowledgeable workforce capable of adapting to evolving technological challenges.

Growth opportunities await with ADITS’ IT solutions

Non-profit organisations are some of the biggest drivers of social change. But, with limited budgets, a myriad of ongoing tasks and projects, and a shortage of manpower, achieving impactful goals can be difficult. 

IT solutions work wonders in changing this, streamlining so many crucial processes, from data collection and financial reporting to staff recruitment and cyber security.

At ADITS, we can help. We can assist you in streamlining your non-profit’s processes through comprehensive managed IT services – which include proactive maintenance, cyber security, and continuous monitoring. 

By handling routine IT tasks, troubleshooting, and system updates, we can enhance your ability to manage your organisation smoothly, freeing up more of your valuable time so you can focus on achieving your core mission. Contact us for more information, and let’s work together today for a better tomorrow.

 

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