Part of the 2019 Digital Ladders sessions hosted by the BC Alliance for Arts and Culture.
Today, virtual collaboration is becoming an important part of non-profits. Whether for time-efficiency, greater focus, increased travel, environmental impact, or hiring far-flung talent, people are writing, sharing and dreaming together online. How can your organization make geographic distance less of a barrier in collaboration? This session will provide an overview introduction, case studies and an adaptable list of tools.
2. Grateful to be a visitor and
live and work on unceded territory of the
sḵwx̱wú7mesh (Squamish), sel̓íl̓witulh (Tsleil-
Waututh), and xʷməθkʷəy̓əm (Musqueam)
nations.
3. Phillip Kang Sun Djwa
• 10+ years as a composer
• 20+ years in digital
• Digital Strategist & Creative Technologist
• Fringe Board Member
• BC Arts Council Member
11. Phillip has to find tools to collaborate with a
global team, in different time zones and, often,
with people he has never met……..
Yikes!
Oh man… what a
pain!
12. …just to say Hi….or to say, hey, I work on a similar project,
how can we collaborate…?
It is about collaboration
13. But hey…
üWhat is online collaboration?
üWhy does Phil need tools?
üWhat are some of the tools he uses?
üHow can he pick them?
14. What is online collaboration?
1. Straight Online Communication can be thought of as
unstructured interchange of information.
– A phone call or an IM Chat discussion are examples of this.
2. Simple Collaboration refers to simple transactions
toward a shared goal.
– Sharing documents or voting are examples of this.
3. Collaboration Management refers to complex
interdependent work toward a shared goal.
– Co-writing, facilitating or actively altering a shared object
15. Why does Phil need tools?
• How can he manage workflows and projects?
• How does he communicate easily with a team?
• What’s a good documentation system to manage
knowledge?
• How about file sharing?
• Any other reason?
16. Caveat
• I’m skipping over Constituent
Relationship Managers or CRMs as I
covered that in a previous Salon!
• Also not covering accessibility tools
which is another important area
17. It used to be that Phillip
was using these tools…..
all on his desktop….
18. today he uses thesetools …..
all through his
browser….
19. ..ask him today what his
favourite piece of
software is………..?
So if you were to…….
20. ..he’d give it some
thought………
..and say it was a trick
question………
22. So most of the
examples today are just
accessed through your
browser….
23.
24. Phillip uses BaseCampto manage projects…….
He can keep documents, emails,
and discussions in one place.
Team members can come to the
dashboard and check in.
Phillip monitors progress and so
can everyone else.
This is my go-to
for all projects. I
never have to
teach people how
to use it.
25. Phillip likes tools like BaseCamp because they are lightweight,
easy to learn and quick…
But uses ASANA for tracking specific tasks and workflow.
It’s free
It allows
different people
to access and
different teams
and projects
I only use this for
tight teams and
complex projects.
26. Trello is another tool he uses to keep track of things.
It’s a freemium model
So good for
organizing
concepts.
27. For example… to help ORGANIZE.
“Bucketing” concepts into lists
28. Other Workflow and PM tools
!Microsoft Teams - is the hub for team collaboration that
integrates persistent workplace chat, video meetings, file
storage, and application integration with Office 365
!Monday.com - single board where managers work with
projects in a visually appealing way
!Airtable - works like a spreadsheet but gives you
the power of a database to organize anything.
!Teamwork Projects - “Teamwork creates tools which, when
used together, make teams efficient, organized and happy. ”
29.
30. We all COMMUNICATE instantly using
SLACK
Leading to a more
productive workforce.
“Real-time”
messaging
With integrated
services.
It’s free for the basic account
Saves on email
and great for quick
coordination.
31. Phillip uses Join.me for conference calls
He likes the Real-time video and
audio conferencingwith dial-in
numbers around the world
…And it has screen sharing, call
recording, scheduling, and
integrationwith Google Suite Free service is max 3 people
I have PRO
service and last
year I used 257
hrs! (10.5 days)
32. Other communication tools
!Skype – many people still have Skype, especially globally
!Google Hangouts – has video and audio. People can dial in on phones,
but requires upgrade. Somewhat flakey.
!ReadyTalk – audio conferencing/ screen sharing/ audio recording
!FreeconferenceCall.com - good sometimes, but can be flaky. Some cell
phones can’t call their lines.
!Zoom – another good conferencing and screen sharing service
!Yammer is Microsoft’s rival to Slack
!Webex – great paid service for presentations online to groups
!Phone - Grasshopper or RingCentral – paid VOIP phone service with
800 with receptionist and voicemail
!Facetime – if you are on Apple products.
33. ..and he uses the ol’ Doodle Poll
for scheduling multiple people…
Free with ads
34.
35. Phillip does his writing on
Google Docs
It’s so easy to share. But people need a Gmail to access all features.
36.
37. … Phillip loves all of the
Google products
I use them
ALL the time.
38. Phillip uses an internal wiki….. a lot
the wiki is accessible and editable by everyone at the company
it’s the way to handle knowledge management or
institutional memory
39. to create their own user documentation
he encourages his collaboratorsto use the
wiki…..
40. That’s less work for Phillip…..
….and empowerment for the users
collaborative
documentation…
41. Phillip stores & tags
all his bookmarks on
the web through social
bookmarking
He uses Pinboard.in at $11/yr
….everyone can see
them….and he can see
everyone else’s
This allows you to build resources of websites sorted by tag
Truth be told, I
hide mine now!
42. his tags highlight his
interests & stuff he’s
keeping an eye on
he can see who
else is
interested in the
same things by
exploring
tags
43. Other documentation tools
!Office 365 – super integrated with the Office suite. Obvious
standard.
!Zoho – has a wide range of tools, including invoicing, CRM, plus
document sharing
!Box – quite popular as a document sharing and project mgmt service.
!Dropbox Paper – a new entry from Dropbox to allow collaboration.
Integrates nicely with Dropbox.
!Evernote – business version allows “folder” sharing. Great for
research
!Any others?
44.
45. Phillip uses Dropbox as a homefor all
his project files that need to be changed;
Like Word or PPT.
He can share files with collaborators.
And they are backed up!
Isn’t cheap, but one of the top tools.
46. But Phillip ALSO uses Google Drive for storing
Google Docs, Sheets and Presentations.
$28/year for storage
Google Drive is
pretty much where
I spend all my
time!
47. Other filesharing tools
!Sharepoint – for all types of Office suite documents
!Box – another Dropbox type application
!Apple iCloud – integrates well with Apple products
!Hightail – allows transfer of really large files
!WeTransfer – similar to Hightail for large file transfer
!Sync.com – Canadian hosting of files, but like Dropbox
48.
49. Also, Phillip uses
Upwork to find
contractors to
collaborate
with…
Upwork can be messy. Test out with a
small non-critical project first.
50. ..and Harvest for Time Tracking!
Pretty much the standard for tracking
team hours.
…. If you go for that sort of thing…
51. Mural Looks good!
“Digital workspaces for visual collaboration, inspiration and
innovation anytime, anywhere, on any device”
52. Padlet
“From your hobby to your career, your class notes to your final exam, your mood board to your
runway show, padlets help you organize your life.”
53. Realtime Board or MIRO Real-time
whiteboard
“Miro is the visual collaboration platform for
distributed teams.”
55. Invision Primarily
used to
share web
designs.“Prototyping tool that allows you to create clickable versions of
your design and comment.”
56. Kahoot Fun way to
have
interaction
in a class.“Create a fun interactive game in minutes – we call these
'kahoots'. You can make a series of multiple choice questions.”
57. You normally have lots to say………
But are you feeling
overwhelmed?
YAH!
How do I decide
what tools with which I
want to collaborate?
58. Decide what you need tools for
• Project Management and Workflow
• Communication
• Documentation and Knowledge Management
• File Sharing
59. Experiment!
• The best way is to have some fun and try out a tool
to see whether it can provide value.
• Most have free trials you can see whether it will
work for your team.
60. Four factors to consider
• Technology – what does it do? Does it fit what you
need? Look for 80% fit.
• Culture – what is the culture of your team? Would
they use it? How much training would you need?
• Economics – how much does it cost? Non-profit
rate?
• Politics (management’s behavior) - what is
leadership’s buy-in? Will this be a factor?
63. CHALLENGES for remote teams
• Trust!!
• Time zone differences
• Communication “overhead”
• Keeping everybody on the
same page
• Sharing knowledge easily
across the team is hard
• Dividing work up for
autonomy but then
integrating together is
tough
• Loss of body language
• Synchronicity (“I ran
into…”)
• Accountability
• Culture can be VERY
different
• Isolation
64. ADVANTAGES for remote teams
• More people to choose
from
• Cost can be less
• Productivity can be
more
• Diversity of voices
• Ecological footprint is
less
• Work/Life balance
• Positive family impact
• Individual control over
work
• Mgmt by objectives
• “Longer workday” as
people are able to work
while we are sleeping
65. Remote Team Tips from NTC Workshop
• Building trust and accountability:
– Set parameters within the culture of your team
– Transparent calendars
– Be synchronous, e.g. On Slack during work/core
hours (however your org defines these)
• Right people: accountable, self-directed, curious,
problem-solvers, communicative
• Figure out the unique culture of your particular
team.
• Regular consistent meetings.
• Everything must have an owner. The owner must
claim the task
• Measure performance not hours.
• Be consistent about office hours or open door
policy.
• Clear communication and deliverables
• Help team manage priorities and time.
– Create project roadmaps,
– Party when you are all there,
• Acknowledge goals reached, have performance
reviews, even w/contractors.
• Make synchronous and asynchronous
communication rules.
• Create habitual workflows,
• Regular one-on-ones, regular team meetings,
• One key person (project manager) as liaison.
• Try and switch what doesn’t work, find tools that
are missing,
• Create strong team bond