Tuesday, April 12, 2016

Collaboration Tools for Foundations

Collaboration Tools for Foundations

Technology to help your organization teleconference, share documents online, and manage grants and projects

Collaboration Tools for Foundations 
Laura S. Quinn - October 28, 2014
Collaboration is as integral to the work of foundations as it is to nonprofits. But with staff, board members, and other collaborators spread out across multiple geographic locations, it's not as easy as sitting around a table in a conference room. The right software can not only bridge the distance and unite dispersed staff, but also make it easy to present, review, and comment on information.
This article is courtesy of Idealware, which provides candid information to help nonprofits choose effective software. For more articles and reviews, go to www.idealware.org.
Foundations have a number of reasons to collaborate in different ways. For example, geographically dispersed staff members might need to collaborate with each other in internal meetings, or with board members. Foundation boards are often big and filled with busy people who aren't always very tech savvy. Staff members could benefit from easy-to-use tools that make it possible to present the grant proposal documents they need board members to review and think about.
Or staff might participate in working groups with other foundations, or with constituents or grantees in particular interest areas — some of these groups are informal and casual "thinking" groups, while others might be more formally structured, depending on who is involved.
There's a spectrum of tools available to help. Unstructured options can be a great way to get started quickly, but don't provide as many features to help direct coordination. There are also tools that provide quite structured environments, which can help to organize and archive documents and conversations, but these tend to require more setup for the convener — and more training and buy-in for those using them. (In this context, "buy-in" means getting the people you're trying to collaborate with to be self-motivated to actually use the tools, as they require some proactive effort.)
Unfortunately, there's no single silver bullet technology designed to facilitate all of foundations' efforts to collaborate, but there are a number of types of tools that can be used in different ways to meet some, or all, of their needs. Let's look at them one at a time.

Online Videoconferencing or Teleconferencing

Videoconferencing tools like SkypeooVoo, and Google Hangouts and teleconferencing tools like GoToMeetingAdobe Connect, and ReadyTalkare easy to use, affordable, and widely available. When used as a supplement or replacement for one-on-one calls, they can foster more of a personal connection and enable online document sharing. There are a number of free or inexpensive options to facilitate everything from a one-on-one meeting and small group collaborations to working with large groups by presenting information, soliciting comments, and polling.
While the basic function of online conferencing tools is to provide online "meeting rooms," they can also support everything from desktop sharing to text chat in order to facilitate communication among participants.

Google Drive

Google's suite of online tools can serve as a lightweight solution, with the benefit that most people are already familiar with them. Google Drive lets multiple users view and edit documents in (almost) real time — there's sometimes a delay of 10 seconds or less. Documents can be used in interesting ways during a conference call, as a shared written agenda or notepad or as a supplemental place for people to add thoughts. Users can also save a document to provide a record of what was discussed, or create something together with participants in different locations. On the downside, Google Drive doesn't inherently provide any structure for participants — so, for example, it might be a challenge to use as a means of soliciting comments on different grant proposals.


Wikis — essentially, user-editable websites — serve as an easy, comprehensive way for a large group of users like staff or constituents to create and share a growing pool of information. Administrators manage specifically who can see and edit sections or pages. Wikis are great for creating content collaboratively — they can be accessed online from anywhere, they let multiple people edit simultaneously, and prior versions are automatically saved and easily restored — but many wikis feel fairly technical to update.
Hosted wiki services like PBworks and Wikispaces all offer free, basic services, with higher-end features available for a cost. Foundations can also download and install wiki software on their own servers, including free, open-source options like MediaWikiDokuWiki, and PhpWiki.

Grants Management Systems

For foundations that want to collaborate around grants and solicit reviews or comments on proposals from board or community members, a number of grants management systems offer useful features. Many foundations already have these systems in place — some offer features that can help with collaboration. For instance, review modules often provide a straightforward interface to see proposal documents, write overall comments, or score proposals. Some systems allow board members to see each other's ratings or comments during a board meeting — on a tablet, for example — while a staff member projects grant information from the system on a screen.
For detailed comparisons of 28 popular grants management systems, download Idealware's free A Consumers Guide to Grants Management Systems.

Project Management Software

General project management tools like BasecampCentralDesktopOpen AtriumZohoDreamTeam for Salesforce, and GoPlan incorporate basic project planning, document sharing, task management, shared calendars, and online discussion boards into a single system. These web-based tools are particularly useful for geographically diverse teams, or teams that include members from outside the organization. They offer a lot of structure — users upload documents, and people can comment on them or build shared task lists or calendars, for example.
These tools require some commitment and training from collaborators, as it's easy and common for people to essentially work around a tool like this by having email conversations or sending around documents. A designated "keeper," or champion, can help ensure that all pertinent information actually gets into the tool.

Board Portals

Board portals are tools designed specifically to help board members fulfill their roles and collaborate effectively despite being spread out geographically. Regulations in the for-profit sector that put stringent new requirements on board information and management led to the rise of this software, which means it is first and foremost, secure. But in the past few years, as prices have come down and interest from the nonprofit sector has grown, vendors have adapted their offerings to better meet the needs of nonprofit boards. However, the software remains reasonably expensive for foundations on a tight budget.
Portals from BoardVantageBoardWorksDiligent BoardbooksBoardEffectDirectors Desk, and Thomson Reuters Accelus BoardLink offer varied functionality, but many overlapping features. Portals typically include tools to create a board book — the package of documents to be reviewed at a particular meeting — and centrally manage organizational documents. They also generally include the ability to electronically distribute materials to all board members, to a specific committee, or to selected individuals. Board members usually have defined access to materials, with user-level access to allow support staff to see appropriate materials without access to confidential sections of the portal. Board members can take notes online as they review meeting packets, and access these notes during meetings.
Other typical functionality lets board members access materials over the web and download them for review while offline, such as when traveling, still ensuring the same strict security. Most packages provide calendaring functions, and can link calendars to materials for scheduled meetings. Packages often include email and discussion tools with confidentiality controls that limit access to appropriate staff. Some also provide survey tools for polling board members or conducting board assessments, and let board chairs call for online voting, when appropriate.
While there's no single tool to facilitate collaboration for foundations, there's no single requirement, either — every organization's needs are different. Whether they're looking to foster collaboration among board members, local or far-flung staff, or a combination, foundations have a number of technology options available to them. By picking and choosing the software that best meets their needs, they have the opportunity to customize a solution to their particular demands and budget.

Additional Resources

Thanks to TechSoup for the financial support of this article.
Image: Citrix Online / CC BY-NC-ND