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Community 
Organizing Tools 
from the Experts
501 Tech Clubs 
Free! Local! Informal!
Communities of Practice 
Free! Online! Topic-related!
Awesome Volunteer Organizers
Brett Ashley 
Crawford, Ph.D. 
Arts Management 
Community of Practice
Post-call/Tweet Chat 
Communications 
• Storify :
Post-Call Communications 
• Blog about it:
Build Community & Extend Discussions 
• Share broadly & strategically 
– Timing 
• within a week 
– Content 
– Audiences 
• NTEN CoPs 
• Your audiences 
– Personal 
– Organization
Chad Leaman 
NetSquared 
Vancouver
Microsoft Office workflow 
for mass email 
• Stop laughing! There is a good reason! 
– Targeting a small, distinguished group 
– Between CRMs 
– Many contacts to invite were not properly tracked 
(had to dig for information) 
– A mass mail and a direct mail had already been sent, 
to poor results 
– Emails from a person > emails from a mass mail 
program
Microsoft Office workflow 
for mass email 
Excel – 
build the list 
Word – write 
simple copy 
Outlook – 
become boss 
Unplug ethernet 
Merge 
Personalize 
Plug in and send
Excel Build the List 
• The standard contact fields 
• I also added columns for the process: 
– First Email 
– Snail Mail 
– Personal Mail 
– Phone Call 
– Can’t attend 
– Confirmed
Word – Write simple copy 
• I wrote it as my boss would. Couple short sentences: 
Hi «First_Name», 
I wanted to personally invite you to the Neil Squire Society’s 
30th Anniversary VIP event. 
It is a private reception for supporters on June 18th at the 
Vancouver Club from 5pm to 8pm. Please let me know if you 
are able to make this event. You can RSVP on our website 
(http://www.neilsquire.ca/30vip/) or email me. 
You’ve been an important part of our history and I hope you 
are able to celebrate with us. 
Gary
Outlook – Become the Boss 
• http://technet.microsoft.com/en-us/ 
library/bb676368(v=exchg.141).aspx
Unplug Ethernet 
• Because mail merge puts everything in Outbox
Mail Merge 
• Under your Mailings tab in Word
Outlook - Outbox 
• Change the Send As / “From” on each one. 
• Can delay the send time (so you don’t look like 
a spam bot to mail servers) 
• Spend 15 seconds to personalize. 
– After event did this process again, added a picture 
of them to the email.
Plug in and send
What I learned 
• This took process drove 70% of signups. The 
mass mailer and direct mail before this drove 
20%. 
• People will email back saying yes, or no and 
why not (I’m away but wish you the best). 
They don’t go to signup form linked.
Eli van der Giessen 
@elijah 
NetSquared Vancouver
TEXT EXPANSION UTILITIES 
YOUR SECRET 
PRODUCTIVITY WEAPON
THE PROBLEM
DANGER 1
DANGER 2
THE SOLUTION 
Turn 
eli@v 
Into 
eli@vandergiessen.ca
HOW IT WORKS
HOW I USE IT 
EMAIL ADDRESSES 
• eli@v => eli@vandergiessen.ca 
• eli@t => eli@techsoupglobal.org 
• eli@n => eli@net2van.com
HOW I USE IT 
MAILING ADDRESS 
“Haddress” turns into 
Elijah van der Giessen 
306 - 111 10 Ave W 
Vancouver, BC V5Y 1R7
HOW I USE IT 
“oorientation” turns into… 
It was great to talk with you today. Let’s build on the momentum and get your new group started quickly. 
Priorities 
What is the name of your group? What community do you want to represent with your name? 
Once you reply I’ll set up your meetup group. Do you have a meetup.com account yet? If not please create one. 
Please create a user account on NetSquared.org - this is the first step to adding you to the organizer map. 
Please review the organizer’s overview. This provides a good introduction to NetSquared and starting up your group. 
Once you’ve completed steps 1 to 3 please email me back and I’ll tell you how to setup your organizer page on http://www.NetSquared.org 
Per our call, I also wanted to share the following resources with you: 
NetSquared logos which you're welcome to use or remix 
Example community survey 
Ideas for event formats and topics- including slides for you to use or remix at your first event (bottom of page) 
Tips for using Meetup.com 
You are also welcome to reach out to other organizers around the world via the Organizer Google Group (you’ve just been invited in!) as well as 
share with and learn from other organizers via the Organizer Handbook. 
The next step for you is to schedule your first monthly event. 
Please let me know how things go for you in starting your group - and don't hesitate to reach out if you have any additional questions! I look 
forward to hearing about your first event soon! 
Best,
GETTING FANCIER 
Cursor insertion points
Eli’s Stats
TIPS 
• Start URL abbreviations with a comma: 
– ,a = <a href=""></a> 
• Prevent conflict with regular words by staring 
most abbreviations with a duplicate letter 
– Bbio = biography expansion snippet 
• Start with frequently used pieces of text, like 
your email, address, phone number, etc.
I WANT IT!
Paula Jones 
NCTech4Good 
Raleigh, NC
Jing by TechSmith
How can you use it? 
• Capture an image 
• Record on screen video (5 min max) 
• Various uses: 
– Screen shots for whitepapers, tutorials, and 
documentation 
– Staff/Volunteer on-boarding, training videos 
– Tip of the week 
– Embed video or images to your website, blog, 
social networks
Praan Misir 
Community Building COP 
#Commbuild
Twitter and Storify
When planning a Twitter Chat 
• Scope out the landscape! (Chatsalad.com) 
• Participate in other Twitter Chats! 
• Use a Management tool
Storify
Storify
Regina Walton 
SFTech4Good
Intro: Google Drive/Google Docs 
Google Drive is a file 
storage and 
synchronization service 
provided by Google. 
It enables user cloud 
storage, file sharing, and 
collaborative editing.
Intro: Google Drive/Google Docs 
What do I use it for? 
Everything. 
Really… 
Resumes, cover letters, presentations, spreadsheets, 
word processing docs, forms, etc.
Where to find it? 
Google Drive: https://drive.google.com/
Where to find it? 
Google’s Drive Guide: https://www.google.com/intl/en/drive/
Once You Find It... 
Google’s Drive Guide App page: https://www.google.com/intl/en/drive/using-drive/#start
Similar to MS Office and OpenOffice 
It’s very similar to Microsoft Office and OpenOffice. 
• Most commands are the same 
• Can import and export documents.
Where can you use it? 
Google Drive on the web 
Use Google Drive on the web to store and organize all your files. You get 15 GB of free storage across Google 
Drive, Gmail, and Google+ Photos. 
Google Drive on your mobile device 
If you’re on the go, you can still access all of your files. Just download Google Drive on your phone or tablet 
and you’re all set. 
Google Drive on your computer 
Download Google Drive on your Mac/PC to keep files on your desktop synced with your files stored on the 
web. This means that anything you share, move, modify, or put in the trash will be reflected in Google Drive on 
the web the next time your computer syncs. 
From “Get Started With Google Drive” - https://support.google.com/drive/answer/2424384?hl=en
How-To Create and Use Docs 
Creating Google Docs: http://www.gcflearnfree.org/googledriveanddocs/4.2
Getting Help 
Google Drive Help: https://support.google.com/drive/

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Community Organizing Tools from the Experts Webinar

  • 1. Community Organizing Tools from the Experts
  • 2. 501 Tech Clubs Free! Local! Informal!
  • 3. Communities of Practice Free! Online! Topic-related!
  • 5. Brett Ashley Crawford, Ph.D. Arts Management Community of Practice
  • 8. Build Community & Extend Discussions • Share broadly & strategically – Timing • within a week – Content – Audiences • NTEN CoPs • Your audiences – Personal – Organization
  • 10. Microsoft Office workflow for mass email • Stop laughing! There is a good reason! – Targeting a small, distinguished group – Between CRMs – Many contacts to invite were not properly tracked (had to dig for information) – A mass mail and a direct mail had already been sent, to poor results – Emails from a person > emails from a mass mail program
  • 11.
  • 12. Microsoft Office workflow for mass email Excel – build the list Word – write simple copy Outlook – become boss Unplug ethernet Merge Personalize Plug in and send
  • 13. Excel Build the List • The standard contact fields • I also added columns for the process: – First Email – Snail Mail – Personal Mail – Phone Call – Can’t attend – Confirmed
  • 14. Word – Write simple copy • I wrote it as my boss would. Couple short sentences: Hi «First_Name», I wanted to personally invite you to the Neil Squire Society’s 30th Anniversary VIP event. It is a private reception for supporters on June 18th at the Vancouver Club from 5pm to 8pm. Please let me know if you are able to make this event. You can RSVP on our website (http://www.neilsquire.ca/30vip/) or email me. You’ve been an important part of our history and I hope you are able to celebrate with us. Gary
  • 15. Outlook – Become the Boss • http://technet.microsoft.com/en-us/ library/bb676368(v=exchg.141).aspx
  • 16. Unplug Ethernet • Because mail merge puts everything in Outbox
  • 17. Mail Merge • Under your Mailings tab in Word
  • 18. Outlook - Outbox • Change the Send As / “From” on each one. • Can delay the send time (so you don’t look like a spam bot to mail servers) • Spend 15 seconds to personalize. – After event did this process again, added a picture of them to the email.
  • 19. Plug in and send
  • 20.
  • 21. What I learned • This took process drove 70% of signups. The mass mailer and direct mail before this drove 20%. • People will email back saying yes, or no and why not (I’m away but wish you the best). They don’t go to signup form linked.
  • 22. Eli van der Giessen @elijah NetSquared Vancouver
  • 23. TEXT EXPANSION UTILITIES YOUR SECRET PRODUCTIVITY WEAPON
  • 27. THE SOLUTION Turn eli@v Into eli@vandergiessen.ca
  • 29. HOW I USE IT EMAIL ADDRESSES • eli@v => eli@vandergiessen.ca • eli@t => eli@techsoupglobal.org • eli@n => eli@net2van.com
  • 30. HOW I USE IT MAILING ADDRESS “Haddress” turns into Elijah van der Giessen 306 - 111 10 Ave W Vancouver, BC V5Y 1R7
  • 31. HOW I USE IT “oorientation” turns into… It was great to talk with you today. Let’s build on the momentum and get your new group started quickly. Priorities What is the name of your group? What community do you want to represent with your name? Once you reply I’ll set up your meetup group. Do you have a meetup.com account yet? If not please create one. Please create a user account on NetSquared.org - this is the first step to adding you to the organizer map. Please review the organizer’s overview. This provides a good introduction to NetSquared and starting up your group. Once you’ve completed steps 1 to 3 please email me back and I’ll tell you how to setup your organizer page on http://www.NetSquared.org Per our call, I also wanted to share the following resources with you: NetSquared logos which you're welcome to use or remix Example community survey Ideas for event formats and topics- including slides for you to use or remix at your first event (bottom of page) Tips for using Meetup.com You are also welcome to reach out to other organizers around the world via the Organizer Google Group (you’ve just been invited in!) as well as share with and learn from other organizers via the Organizer Handbook. The next step for you is to schedule your first monthly event. Please let me know how things go for you in starting your group - and don't hesitate to reach out if you have any additional questions! I look forward to hearing about your first event soon! Best,
  • 32. GETTING FANCIER Cursor insertion points
  • 34. TIPS • Start URL abbreviations with a comma: – ,a = <a href=""></a> • Prevent conflict with regular words by staring most abbreviations with a duplicate letter – Bbio = biography expansion snippet • Start with frequently used pieces of text, like your email, address, phone number, etc.
  • 36. Paula Jones NCTech4Good Raleigh, NC
  • 38. How can you use it? • Capture an image • Record on screen video (5 min max) • Various uses: – Screen shots for whitepapers, tutorials, and documentation – Staff/Volunteer on-boarding, training videos – Tip of the week – Embed video or images to your website, blog, social networks
  • 39. Praan Misir Community Building COP #Commbuild
  • 41. When planning a Twitter Chat • Scope out the landscape! (Chatsalad.com) • Participate in other Twitter Chats! • Use a Management tool
  • 45. Intro: Google Drive/Google Docs Google Drive is a file storage and synchronization service provided by Google. It enables user cloud storage, file sharing, and collaborative editing.
  • 46. Intro: Google Drive/Google Docs What do I use it for? Everything. Really… Resumes, cover letters, presentations, spreadsheets, word processing docs, forms, etc.
  • 47. Where to find it? Google Drive: https://drive.google.com/
  • 48. Where to find it? Google’s Drive Guide: https://www.google.com/intl/en/drive/
  • 49. Once You Find It... Google’s Drive Guide App page: https://www.google.com/intl/en/drive/using-drive/#start
  • 50. Similar to MS Office and OpenOffice It’s very similar to Microsoft Office and OpenOffice. • Most commands are the same • Can import and export documents.
  • 51. Where can you use it? Google Drive on the web Use Google Drive on the web to store and organize all your files. You get 15 GB of free storage across Google Drive, Gmail, and Google+ Photos. Google Drive on your mobile device If you’re on the go, you can still access all of your files. Just download Google Drive on your phone or tablet and you’re all set. Google Drive on your computer Download Google Drive on your Mac/PC to keep files on your desktop synced with your files stored on the web. This means that anything you share, move, modify, or put in the trash will be reflected in Google Drive on the web the next time your computer syncs. From “Get Started With Google Drive” - https://support.google.com/drive/answer/2424384?hl=en
  • 52. How-To Create and Use Docs Creating Google Docs: http://www.gcflearnfree.org/googledriveanddocs/4.2
  • 53. Getting Help Google Drive Help: https://support.google.com/drive/