 Welcome everybody. Let me share my screen. Okay, let's see. Do you guys see, did I remember to hit record? All right, good. Just making sure I'm sharing the right screen. So welcome to our TechSoup Connect event today. I am Sandra Amur and I'm your local tech, well, your Ontario TechSoup Connect host. And as you may know, we're a program of TechSoup. And it's a global network of tech for good meetups. So TechSoup is also a nonprofit that helps other nonprofits get implement and use technology effectively. If you haven't attended one of our events before, these are our community values. Here at TechSoup, we welcome everybody we put our community first and, you know, we're all here to support each other and make sure we can all succeed in what we're working on, so that we can help build stronger nonprofits. And of course, it's kind of in the name but we use technology as our tool to help build stronger nonprofits. We obviously invite participation and I know things have been a little bit difficult with the pandemic over the past couple of years going on anyways. So it's been difficult to do things in person obviously, but hopefully we can keep this going and get back to in person at some point. And obviously we love to treat each other with kindness and respect because that's a good way to treat everybody. If you're interested in presenting and recommending any presenters or have any ideas for events that we can hold, please send them my way. I know I've gotten some great ideas in the past and I try to keep up with finding new people to present and different topics based on your suggestions. Sometimes it's a little difficult to find people, but if you know anybody who could maybe share some knowledge or participate a bit more, please send them my way. You'll have my email at the end of the presentation or if you go to our TechSoup event page for the Ontario chapter you can find me there as well. So a little bit more about TechSoup. If you aren't aware yet it can help your nonprofit connect with donated and discounted products from software hardware to all sorts of things. So be sure to check out their website. This is just a small subset of what you can get through TechSoup. And I also like to mention that you can get Google for nonprofits through TechSoup. It's actually free to get Google for nonprofits. You do need to validate your nonprofit status through TechSoup to get it. So it's a great resource, especially for smaller nonprofits. So this is just an idea of what you can actually save by going through TechSoup to get your discounted software and products, which is a great savings. And there's also a forum available at TechSoup so that you can collaborate with other nonprofits and technical leaders to answer any questions you have about anything tech related. And a whole bunch of other stuff. So be sure to check it out. And our events are also on TechSoup. And, you know, that's probably how you ended up here. So you probably already know that page already. And I am actually going to skip these slides because I didn't have time to update them. I apologize, but we'll get right into my presentation. And it is hold on a second. Let me just pause my share for a second. And if you guys have questions at any time feel free to pop something into the chat or just come off mute and interrupt me. I tend to speak quite quickly, but hopefully not too quickly. I have a lot of content I do want to get through for you guys. So bear with me if you need me to slow down let me know but this is also being recorded and it's on Facebook, our Facebook live page as well. Let me just share this since the second here. The system seems to be a bit slow. Okay. We're about there you guys should see not my first slide because I messed that up. There we go now you should see my first slide. We're all good. Excellent. Let's get this out of the way. All right, here we go. All right, so today we're here to talk about creating a virtual onboarding program using free tools. And this is something I'm really excited about. And I'll tell you a little bit more about myself. In addition to being your Ontario TechSoup host. I am also doing a whole bunch of other things so I'm a digital workplace expert with all about systems which is a company I own. I've been working in IT and project management for over 20 years, and I actually started my career in human resources so I have a major in IT management and a minor in human resources. And the first good, you know, at least 10 to 15 years, maybe a bit more than that because I'm still technically in it. I've been working with HR systems. So the whole idea of onboarding and bringing employees into the workplace and having a good experience is something I'm very familiar with. And as I kind of started getting more involved with nonprofits as the national president for the One Parent Families Association, and with my work here with TechSoup, I had the idea of putting together this presentation to kind of help people figure out these free tools to create a good onboarding program for not just employees, but also for your board of directors, your volunteers. Maybe you have an onboarding program for your donors. It can be used for anything really. There's different, a whole bunch of different types of people you may want to onboard so I've put together this presentation so today we're going to be going over how you need to use free tools to create an effective onboarding program. So we're quickly going to touch on the five C's of an effective onboarding program so that you know what it is you need to put into your onboarding program and how these different tools can help you achieve that. So we're going to look at free tools for designing an onboarding program and then we're going to also look at some for executing an onboarding program. And then we're going to look a little bit deeper into how you can use your Google workspace or Google nonprofit account to deliver some of these things that you may need for an onboarding program. If the slides will can be available if you, I think I can share them through the event page. If I can't then just feel free to contact them, contact me directly and I can provide you the slides it is all being recorded on the Facebook page. All right. So the five C's of an effective onboarding program and some of you may have already have be aware of these. Sometimes you see only four C's where the check back isn't included. But these are essentially the components that will make an effective onboarding program for whoever, whatever group of people you're trying to onboard into your organization. So the first one is compliance. So every onboarding program is likely going to have something that people need to sign or review or some sort of mandatory training program. So that all kind of falls under compliance. Another piece is the clarification piece where you the person being onboarded needs to understand what's expected of them within the organization. So in the example of the volunteer it might be, you know, our number of hours per month that they're expected to have a code of conduct that they're supposed to follow or other rules or regulations that might be pertinent to their role as a volunteer what they're entitled to not entitled to, for example, culture is also a big one when you're bringing somebody new into your organization, especially when you're doing it virtually. It might be difficult, especially for organizations that operate mostly in person that might be difficult to figure out how you're going to convey the culture of your organization through a virtual onboarding program. But it is possible, and I'll give you some tips as we go through. You also want to be able to share your missions and goals and your organizational values with those people that are being onboarded. Connection refers to more who do you need to be connected to who's who in the organization. Where do you find the information that you need to do things that's kind of all related to the connection piece. And then the fifth one that isn't always included in when you kind of see the five C's you also see the four C sometimes. This one is also really important and it's being able to check back with that person who's being onboarded every so often. And the general rule of thumb thumb is to check back with them in 3060 and 90 days and you know then eventually they become part of your organization and there's likely some other sort of cadence that you follow for either performance or some other sort of annual review or in the case of a board of directors perhaps it's elections right. But especially when somebody's just started out it's important to be able to check back with them and make sure that they have everything that they need that they've completed everything that they were supposed to and make sure that they're integrated effectively into your organization. All right, so let's get to some of the fun stuff. So first we're going to look at a few things with that few tools that you can use to actually design and create your onboarding program. So when I'm talking about designing and creating it's about figuring out, you know what needs to go into your onboarding program. And what are the artifacts that you might need in order to deliver your onboarding program when somebody comes in. So, I mean, obviously there's a whole bunch of tools you can pick, but these are four that I've picked that you can use for free that actually provide quite a bit of great value when designing and creating a onboarding program. So I'm going to go through each of them in a little bit more detail with some examples as to what you can use them for. So diagrams dot net. If you've seen any of my previous presentations, probably on I think I did one on Google Drive, perhaps or another one on free tools, probably might have been last year. I'm going to talk about diagrams dot net and diagrams that net is a great free tool that integrates really nicely with Google Workspace and Google Drive products, as well as many other platforms as well including Microsoft. So I have a lot of great charts, I tend to use it more for process flow diagrams and I don't think I included an actual process flow diagram here but it is a great way and you can kind of see it in the, in the logo, how you can actually create a flow chart with step by step instructions so you might want to use that for the actual onboarding process or you know what needs to happen. This process map here that I put together is more of a graphical, pretty looking map and you might want to use this to kind of define a high level overview of when each step needs to happen or what needs to happen, maybe this is something you would share with your board of directors to get approval for volunteer onboarding for example, as opposed to the other workflow diagram that you can create that might be a little bit more operational because it's not as pretty. Another thing you can do if you, if you are eventually going back to in person or if you are in person but you're onboarding virtually. Another thing you can create using diagrams dot net is an actual floor plan. So this is really handy to help onboard, whoever you're bringing in to know where different things are within the office or whatever space you're using. So it could also you know if you're just onboarding a set of volunteers perhaps for to help run a conference or a fundraising event, for example, and you need to direct volunteers to different areas within a venue or even, you know, even if it's in a different outdoors, you can kind of use diagrams dot net to create some sort of floor plan and you can actually color code these you can put text on top of each area. You know maybe you have a section AB or C so that you can easily reference to the floor plan and provide that information to volunteers before they get to the event or office or wherever it is they're going to be executing their duties. Another great thing with diagrams dot net is that you can actually create really nice org charts. And I know there's other tools you can use for this as well. But you know this one's free. And I know I've tried to create org charts in Google slides and it just gets way too crowded. So diagrams dot net already has these templates that you can kind of start from so this wasn't something I created these images that you're seeing here their examples that I just use their blank template to be able to give you an example of what's available there. And I think there were two different work org charts that you could choose from as templates but then again you can also start from scratch with any of these and move things around. These work org charts are really useful for onboarding people virtually so that they can get a sense of your organization and where they fit into the organization as well. Another suggestion for using diagrams dot net is that you can actually use it as a can band board. It wouldn't be my first place or for my top suggestion for if you're going to use a can band board, but if you have a very small project or small team or maybe just a few tasks that you need to manage to onboard somebody. It can be useful. You can have more than 1520 tasks you probably want to look at another tool like a Santa or Trello, but you can also use them here. And this is these are just a few of the examples of what you can create in diagrams dot net. The rest of the world a lot of other examples but they're a lot more. They're more technical ones like you can do system maps and there's a whole bunch of technology related ones which are useful but not really relevant to onboarding employees virtually so I left those ones out for for this session because I can only fit so much in. Those were some ideas as to how you can use diagrams dot net. Canva. I love using Canva if you want things to look pretty. You really need to look at Canva and I'm not sure if everyone's aware of Canva has used Canva before or not. But, let me just check here okay. There is a lot that you can do in campus so canvas basically a media creation tool is almost what I want to call it. You can create a whole bunch of different artifacts using Canva. So the first example I have here is an onboarding presentation. So you can obviously do this in Google slides as well or any slide deck kind of program. But what's great with canvas that it actually comes with a whole bunch of these templates so this is just one example of the many templates that has and it already comes with all these slides. Kind of pre populated to give you an idea of what it is you can include in an onboarding presentation for your staff. This gives you a slide for intro to the company, the organization story meet your teammates. So it's, it's almost a no brainer kind of helps you get started if you don't have something in place already. This is just a quick example of how many different onboarding type of templates there are. There's more this was just the first few, the first few that I selected there. Yeah, that's a good tip you can. So once you do create your presentation and can be you can save it as PowerPoint. And you can. Yes, you can upload it to your Google doc. You can also actually share the presentation via a link. So if you wanted to send it in an email, perhaps, you can either download it as a PDF, or you can save it as a link and they can view the live presentation as a link, which also means that if you change your onboarding template, you don't need to change the link. So you don't have to keep downloading and attaching it every time you just share the view only link to it and they can get that there as well. Another thing you can create in Canva is planning tools so you can use a weekly planner template or monthly planner template, for example, to plan out your, your onboarding. Maybe the first month or the first week, you can create these templates and then just change the person's name or change the dates around if needed. And it's a nice, pretty way of maybe something you want to send to to your new. I don't want to keep saying employ your staff because it could be, you know, volunteer any other type of member that's coming into your organization. But you can send this to them ahead of time so that they have an idea of what their onboarding week might look like or their onboarding month. Again, you can set it up as a link if it's something that's going to change regularly. Perhaps you have a larger organization and you're planning, you know, you have regularly scheduled volunteer, you know, new volunteer meetings on the third Monday of every month, for example, if you already have that kind of monthly cadence of events you can use these tools as well to communicate that to people. Another great thing with Canva and this isn't a free thing, but it's free to make. So if you are thinking of maybe giving your newly onboarded people some sort of swag or other kind of organizational material or even if you need business cards, you can actually send to print right from Canva. I know I can't speak if that's available across the globe, but I know it's available at least in North America. So it's a great way to kind of, you know, maybe send them a mug or some other item that is printed to help them feel a little bit more part of the organization. And the nice thing with Canva there for the print stuff is you can actually add their name to something as well, right, so you could design it so that you have your organization's logo on the mug and maybe the person's first name saying welcome, you know, John or whatever. All right, another great free tool is Loom. And for those of you who haven't used Loom before, it's a screen recording tool. It'll record your screen and or camera depending on how you set it up. And this would be really great to be used as a virtual onboarding to actually bring a more personal element to it. So you can quickly set up a Loom video and have those key people in your organization do a custom welcome message to the new person. And maybe say a little bit about themselves so you can on the free plan you can record for up to five minutes, and you can save I think it's 25 or 35 videos at a time. So you can also use store them all in this team library here so you can add. I want to say it's about 30 members, maybe or maybe it was 10 I don't recall but you can add a small size team, but all the videos that you have are actually shareable via link. So if you, you know, create all the videos or save them all, you can have your team library, you can save them all your team library, and share all those welcome messages with your newly onboarded person. It's a great way to add a little bit of a personal touch. The other good thing you can use Loom for is for any instructions that you may need to give. Maybe it's customized instructions specifically for that person where you need to kind of maybe show them how to log in or how to use some sort of software or any other. Maybe you want to do an overview of your Google Drive and where you store information. That's something you could also use Loom for. Of course you, you know there's other tools as well but I like that it's free. Alright, and now on to Asana. So Asana is a project management software, and I don't recall if I've done a session on Asana for TechSoup before, I think I have. But anyhow, Asana is a great tool to use for all sorts of different types of projects, and you can use them for your regular operational projects as well. I don't know if I have a specific onboarding one available here. Let me see if the next one is. Okay, so Asana itself does come with an onboarding template, but it is a premium feature for that one. But there's no reason you couldn't set up your own. The three that I've included here are templates from Asana. You, you can always modify them to meet your own onboarding process so you might have a specific one for a direct manager or whoever is responsible for onboarding that person. And maybe they need to do some kind of IT setup or send information but whatever tasks and checklists you might have can usually be set up in Asana ahead of time. You can also use Asana to actually create your onboarding program if you don't have one yet. So you could create yourself a project to say, to list out all the tasks, you know, to gather all the policy documentation to create the training materials to figure out the entire project plan. So you could use Asana for that as well. You could use Asana to do facility requests if you are a larger organization and maybe they do have a physical space, or maybe they're going to be. You need to make sure certain things get delivered to them so that they can use when they're working on behalf of your organization and other places perhaps. You can create requests and workflows and make sure that everything that they need is set up for when they're ready to start. Similar to work requests really, you know, you could have something as part of your organization where, you know, this could be like a feedback form on your onboarding program that you're creating perhaps where, you know, everyone can kind of collaborate and work on things. All right, so let's get into execution. So let's say we, I mean, there's obviously a lot of other tools you could use to to create your onboarding program. But once you've kind of designed your onboarding program, you have your artifacts perhaps created in Canva or wherever they are. Now you actually have to deliver your onboarding program when somebody starts. So these are a few of the tools that you could use. And I think everybody is probably familiar with Zoom by now. And obviously, it's a great, it's, it's probably going to be the tool you use if not, you know, maybe Google Meet or I know there's others out there but whatever it is you're going to need some sort of video conferencing tool in order to deliver a virtual onboarding program because chances are you want to do something in person and have a one-on-one conversation with the person you're onboarding. And it's also useful for setting up maybe new team meetings so that people can connect with each other there. Or perhaps you're going to use it to deliver some sort of training. You'd also probably use it for your check-in meetings. And one of the great things about Zoom as well is that you can record your meetings just like we're doing today. Or you can share it on your Facebook page if you wanted to do a, you know, meet and greet or here's our new star volunteer. And you can share it live there as well if you like. So here is another free tool. There is a paid option as well. But if you're doing simple automations, it's a great tool to automate your virtual onboarding program. So, you know, once you've kind of decided your workflow, what might need to happen, you might want to use Zapier. Actually, I think I have some more slides here. So let's keep going. I have some slides and examples. Oh, all right. So we'll start with Panda Doc. So Panda Doc is an electronic signature software program. And it is a great way for getting electronic signatures. So it's something similar to DocuSign. And DocuSign, you do actually get a discount through TechSoup for DocuSign. So that could be something you want to consider as well. So Panda Doc, though, does have a free version, which you don't get, you can't save the templates on Panda Doc. On Panda Doc's free version. So you would have to upload something every time. And these templates that you see here would be a paid. Sorry, I'm just checking the question here with virtual onboarding. Do these programs have HIPAA compliance or is it more for general info? You'd have to check each app to check for HIPAA compliance. I know Google Workspace does have HIPAA compliance. But with any application, there tends to be somewhere where you sign, like I know with Google Workspace, how I can't really speak to the rest, but you can, you sign the BAA, I think it's called, which means that you agree and understand how to use Google Workspace to be HIPAA compliant. And by signing that within your Google Workspace account, it will lock certain things, I think. Ultimately, you need to be responsible for making sure that you use and set up your environment in such a way that you've maintained HIPAA compliance. So for example, you know, with Google Workspace, it is a Google compliant environment. But if you choose to share a Word document with personal information externally, that's not being HIPAA compliant. So it still comes down to the person. Anyhow, hopefully that helped. So to go back to Panda Docs, the electronic signatures, there are some paid things to make it really use to use these templates, but there is a great trick. So if you are creating your policies and documents or anything that needs to be signed in Canva, it's actually just one or two clicks to get it to Panda Docs and share it with somebody to sign. So I do this actually with my own contracts and agreements. So I have it set up in Canva, and I actually get to make it look a little bit prettier than just a plain Word document. And I leave the spots I need filled in for dates, for example, you can either fill them in in Canva before you send it over to Panda Docs or you can send it over to Panda Docs. In a couple of clicks, it opens up in Panda Docs right away, and then all you have to do is click on, you know, the signature, like add the signature box in the date box or whatever you need and send it at the email address and send. It's actually quite a nice quick streamlined process because with the free version of Panda Doc, you can actually save the template in there. So anyhow, I just I found this shortcut really easy to use. All right, so to get back to Zapier, Zapier makes you happier, which is why how I remember how to pronounce it. This is a great way to automate any of your workflows. These are just a few examples that maybe aren't the most relevant, but it connects with a whole bunch of different apps. So regardless of what you're using, you can automate something. So if you find you're doing something manually all the time, you may want to look into Zapier. It is free for, I believe you get up to five free one step zaps, which means you can connect one app to another app to do one thing. So for example, you know, if you have your, the person being onboarded fills out a Google form, and you want to send them an email with additional details and maybe a link to your onboarding presentation. You can configure Zap to collect that information from the form and send the email. So that's an example of a one step zap. If you were to move up to the paid plan, you could do something a little bit more complex. And maybe a few more steps, you know, maybe get the form and send an email plus schedule calendar invitation, plus, you know, maybe have lost track of my thought but you can do a whole bunch of different things with it. You can add them to a spreadsheet, for example, or add the content to a spreadsheet so that you can track everybody who's been on board and receive the email. So that's an example. All right. Now I'm not sure if you guys can see the logo in the middle but that's supposed to say Google for nonprofits, it doesn't seem to be showing up for me for some reason. Well, I said, these are still some more tips on, you know, how you might execute but with Google workspace since it is free for Google for nonprofits. I expect that a lot of you are probably using Google workspace. If not, I mean, obviously Microsoft Word has similar apps and stuff but I'm going to talk specifically a bit more about Google workspace. It's one of the kind of applications that I do one on one training for as well so I'm very familiar with it and I think it's a great tool for being able to onboard. So the first one we're going to look at is Google Drive and it's probably a little bit self explanatory but obviously you can use your Google Drive to store all your files related to your onboarding program. So one, one great thing you can do so when you have your Google for nonprofits when it's a workspace account, so not your free Google Drive account you can actually create shared drives. So it's keeps it separate from all of your other personal my drive files and folders or anywhere else in the organization, which means you can, you know, limit the permissions of who has access to that folder so if you're, you know, if you don't want to give access to all of your company documents until maybe they finish their onboarding program you can create a separate shared drive just for onboarded, you know, the onboarding period for example and you might or maybe you can create a separate onboarding drive for volunteers versus board of directors because they need different information so you can create completely separate drives and add them at the individuals to the drives. Another great thing with Google Drive is that you can share links either directly to the folders that have a whole bunch of information or to the links of each individual document and share that wherever you're delivering your onboarding program. And the benefit with that is that if you change the content in the folder. You don't need to reshare it with anybody it's always going to be active in life. So, as you know, time goes on if somebody needs to reference back to whatever policy or procedure and it's been updated since then they even if they're looking at the original email they might have received with that information when they click on it to link back it'll bring them to the most relevant recent information. And similarly to creating the shared drives you can also create groups. That's not really Google Drive specific it's more of a Google workspace thing. But you can actually just create a, you know, a volunteer group for example and if you create something new in a folder or, you know, you maybe create a new presentation or there's some sort of an update or even for emailing. You just have to email volunteers at my organization.ca without needing to worry about every individual person who's in that group, because they already belong to that group so you know you're allowed to share stuff with them for example. Okay, another Google app that is probably a must have for an onboarding program is Google Forms and I believe I've done a session on Google Forms as well here. I don't recall. I do a few different webinars for a few different groups. Okay, so Google Forms are great for onboarding forms so perhaps you need to get information from them, maybe you are giving out swag. And you want to give out maybe t-shirts or something and you need their t-shirt size or you need to know what their best dates are for availability for something. You can also create Google Forms to collect that information. Perhaps at the end of the onboarding session you want their feedback as to what they, they thought about the onboarding session how you can improve it. That would be a handy way to use forms. You can use it for assessments and tests and quizzes. You can add videos to your questions or images to your questions. So if you're doing a health and safety quiz, for example, you can include stuff in there as well. You can also use it for simple yes or no. You can also add questions to for them to acknowledge that they've, you know, completed certain assessments or other acknowledgments, for example, if you need to report it but maybe don't need an actual signature to go through the whole PANDA doc process maybe. And Google Docs. You can also create a whole bunch of documentation. These are just a few of the examples that you might need to provide to somebody who's going through an onboarding process. Staff manual or maybe there's a some other sort of board of directors manual or processes that you want to share for, you know, how things get done. You can use these, any procedures you have guidelines, code of ethics, job descriptions, any health and safety procedures as well. And obviously another good thing with Google Docs is that you can share and collaborate on them with other people within your organization as you're creating them. And similar to all of these you can easily share them via a link, like I mentioned earlier. Obviously, you know, a whole bunch of stuff you can do with that. You might even use it to create charts and diagrams that maybe you share elsewhere in your onboarding program. But it is a great way to you can also use it for creating checklist to make sure that you know you're the person being onboarded has completed everything that they've needed to complete. And perhaps you are sharing some sort of budget information with them, or you're creating a list of events. And apparently contact information is really important because I've had to mention it twice. But it's that's another way you can share contact information with your, the people being onboarded. And like I mentioned with, with Zapier, you can use it. I find it really helpful between when you're collecting form data, it will end up in Google Sheets. But if you needed to maybe duplicate that information or send it to somebody else in a different format, you can actually use Zapier to kind of re-route only a portion of that information. So, for example, if you're collecting maybe personal information through a Google form, but you only want somebody to receive a subset of that information because you don't want to include birth date and any other, you know, maybe their address you don't want to actually include that but you want somebody else to get a list of the rest of the information that was submitted on the form. If you use Zapier, you can actually create a secondary form that, or sorry, a secondary Google Sheet that has a subset of that information. And that's a useful way to kind of automate and share that information without ballkeeping that private information. Google slides. So, similar to the Canva presentations, right, you create all of your onboarding presentations on there. And I've actually used Google slides to create some decks about the organization or nonprofit organization that kind of includes also our mission and goals. And then I share that back with anybody being onboarded as well. You can use it to train, you can use it to provide information. So you can also embed YouTube videos or other videos within the slides so you can actually create a deck of your, you know, maybe you're creating a deck of here's what our company is about and you have a, you know, some text and some review page and then maybe your president or executive director or maybe the person's manager can say a little welcome video and you can actually embed that right into the presentation. That's a handy way to be able to kind of make them feel included. Which is obviously very similar to zoom, but my opinion has a few less features. But it comes with your Google workspace account. So it's a great way to connect with people virtually in person. Well, not in person but one on one online virtually, you can use it obviously for team meetings. Now, I am not 100% sure if you're allowed to record I don't think you can record on the on the on the Google for nonprofits workspace account. I think you have to have a paid Google workspace account to record, but you can use it for live training sessions and any other meetings you want to have where you connect with some with people in person. Your calendar is great when you're using Google for nonprofits as an organization. It, it's even more powerful. You can set up like virtual meeting rooms in order to assign like to use resources that you might have. Maybe you're using virtual, like virtual zoom accounts or meet accounts. If you have it, obviously the resources part works a bit better if you have in person facilities that you need to assign that can be bookable through a calendar. But for onboarding purposes, obviously you can use it to send meeting invitations. It's great to be able to schedule checkbacks you can create Google Meet links right within the calendar invite. And the other thing I like about using Google calendars is you can actually link right to your drive documents so that you can include them right within the meeting invites so everything is in one place. And the other thing you can do with Google calendars you can actually create bookable appointment slots. So it's similar to something like Calendly or acuity. It's not as nice. It doesn't work as well. But you can send a link to have somebody book time with you. But you need to set that those times in your calendar is available. I'm happy to, you know, if you need some more information about that, let me know. But there, it is useful for doing kind of specific appointment slots for the short period, usually, but there is that feature available as well. I also want to set recurring meetings so that you have a maybe a weekly touch point or monthly touch point for a certain period of time with whoever it is you're onboarding. And that way you can kind of keep on top of things and make sure they have everything they need. The next step is Google sites. Google sites is actually a great way to kind of bring all of this onboarding program together so you could have one website one website page and depending on how your Google workspaces set up it. If you're also hosting it through there you, you can probably use your own URL or you can just use your Google URL it's likely an internal site anyhow so that's fine. And you can set it up and to make it look like a website but you can actually embed, and, you know, embed all of your Google related information right within the site. And it's a bit more of a, obviously graphically appealing way to deliver all that information to your person being onboarded. And I think I didn't change my bullet points at the end of this. Those are from the previous slide, but Google, it's basically gives you a web page so you just share one URL and you can put everything on that page. Another way to kind of deliver your onboarding program is using Google Classroom so guess Google Classroom is intended for the educational industry but I, you know, don't see any reason why it can't be used for something like onboarding. I've, I quickly set this up as an example for how you could use it for a new volunteer onboarding. So with Google Classroom, you can create a class and so I've called my class OPFA new volunteer onboarding. And under Classwork, this is where you can create several different topics and then put assignments or materials or quizzes or other information underneath each topic. So, you know, I have, I've tried to kind of follow the, the five C's here, you know, about our culture, and maybe I'll have a bunch of documents under here that they can review and complete regarding our culture and values. So if you need the team, you know, there might be additional links to, you know, the website or other ways to share information about the team, or, and a great one is for compliance so you know you put list all of the forms that you have for compliance under here and you know, they'll, they'll go through each one and mark them as complete and then you'll be able to kind of review that on the back end as well as as a teacher. And, you know, there's all sorts of information you can include in the Google Classroom. And this is just an example of what you can create. So the topic would be each of these major headings, but then within assignment and so assignment and quiz. I'll show you briefly on the next page. But question would be like a just a one question thing so that's the example here for share a bit about yourself under meet the team. I would, it gives whoever's in the class the ability to write or share something about themselves and everybody else in the class can see. So it might be something that's just open to everybody in the organization and you can maybe all share about yourselves. So if people are onboarded the material is really more just have an upload so it's not something that they actually have to do or complete or Marcus complete so it's something you can, you know, keep maybe in a resource section or it's just like an upload of some sort. I also wanted to point out that you have your own meat link for the classroom so in the top right over here, I think you can see, you can actually create your own Google Meet link so that classroom will always have the same link for people who want to get in and maybe discuss or do welcome meetings. You can have that single link all the time and same with the class drive folder. So this class drive folder will store any of the documents that are uploaded within this classroom. And obviously the Google calendar would be specific to this classroom so the this. So when there's a class, this would be more helpful for larger organizations that maybe have a monthly onboarding so maybe you bring everybody on at the beginning of the month and a whole bunch of people are going through the process of onboarding that month. So you can use that calendar to create those monthly specific tasks or due dates that things may need to be done by. If you're adding people kind of ad hoc or you know whenever they come on the dates, the dates and due dates for the assignment, don't really work well because you'd have to set it for each individual person as they're onboarded. So the most part you can kind of keep track of that on the back end anyhow. And so when you're adding an assignment. These are all the different kind of things you can add to the assignment so when the user clicks in to see what that assignment is they can you know see your title description you can include a whole bunch of instructions. You can include a list of items here, obviously your basic formatting, you can include something from your Google Drive so anything you've already created, you can upload something new, you can share a link to an external site. You can add a YouTube video or you can create something new from any of these items here so you can see I've already got drawings highlighted because you know perhaps I'm going to put in a workflow diagram for example. But right from here you can actually also include forms. So you might use that to do a quiz or an assessment quiz that's tied right into the classroom. And I think that brings me to the end of my tips with six minutes to spare. So before I wrap up, are there any questions. Okay, I'll wait to see if anybody adds any questions in. And while I'm here I'm not sure what my things aren't should my my icons aren't showing up but I do offer one on one software training as well. If you need help and what I would like to do for you guys because I like to give back as well as if you want to come on over and see me. I will. I'm happy to give you guys 15 minutes of someone on one training. So just sign up on my site if you're interested in getting some extra help. Or if you have any questions about what I presented on or need any help or you want to connect, or you have ideas for future tech soup events, please feel free to reach out to me. Sandra at all about systems.ca. The website. Oh for my. So if here you go. I'll type it in the chat as well. And yeah, I'd like to chat with anyone who's interested. And you're welcome. And yes, my email put it in here as well. There you go. Thank you guys and I'll try to send out the slide deck through the tech soup event email distribution list, but if it doesn't get to you for some reason please let me know. And if you missed this event here, you can, or if you joined us late you can also watch it afterwards on the event page where you signed up or you should be able to find it on our Facebook live page as well. All right. I guess that's a wrap. Thank you everybody. Thank you. Sandra I have a question for you. Yes, Chris does. Or I'm sorry. No worry. We're all reduced to cubby holes in a computer screen anyway. Do you do you find in your in your professional practice. Do you find that nonprofit staff. Sorry, I'm trying to structure my question I have worked in nonprofits for a long time I am a technology act. I can speak technology. And sometimes, unfortunately, like we have fine in many different practices, the issues are not technical are human, human factors, change management, all of those things that are not really about how, how cool is Google, or how simple is canva to use. But my question goes to, in recent years, I have found that as I'm working with different nonprofits we get, we get people that are huge fans of DocuSign, and then this other other non small nonprofits. We all have gone through these perils and tribulation of moving to pan the documents right and then, and then this clash happens. And we waste a lot of time going like, you know, this is better in a corporate world my experience is that, you know, it doesn't matter somebody somebody gets. It gets far mouth to somebody and they go, make it happen. Go for right in the nonprofits because we don't have staff. This becomes a time waster. Do you have any, I would say, nuggets of wisdom, how do we help our clients, or ourselves really, ourselves to be more efficient, because again, technology. You're talking about getting people to agree on a tool to use. Or, yeah, yeah, anything, anything that you might have find to say help us save us time. Well there's lots of ways to save time. But like, are you talking about trying to save time in making that decision. Yes. Yes. Yeah, so. Yeah, because you can talk about it and talk about the pros and cons of everything and just keep going in circles until somebody agrees right. So I think it comes down to having the right kind of leadership with whoever like somebody needs to be responsible and take ownership of you know this is the tool that the organization is going to use right. And it depends how large your organization is to. I need some little tips like I assume it's probably a smaller organization. Yeah, five so a couple things I can suggest start with the pro and con list of each item of each thing that you're looking at right like where the pros where the cons what are our pain points for this solution and what are you know how can the other one can solve it. And if you're like if you're the one who's maybe trying to drive something, maybe it's the onus is on you to say, you know, these are all the things you complain about this one, this is how this one can solve it or, you know, making them understand why it would be a better solution maybe if we think we need to go this way versus that way. You know, the cost and trying to figure out what it is those people. Like what's holding them back is it just change that is it because they're afraid to use it so if they're afraid to use something that maybe it's giving them the training ahead of time and saying, you know, here watch this five minute demo and see how easy this is or. This is how you can still get something done, for example, you see so basically come come common sense and trying to bring them to their, to their, to their own terms. Thank you. Thank you. I didn't want out of the call but you know the other thing that I have found difficult and maybe you in your practice you have found a better way is this the challenge that we face with people. Finally, leadership finally decides, okay, we're going to move to Google workspace. Now you have to move a whole bunch of people from from box dropbox Google Drive personal their personal accounts, move them into into a so so called corporate account. And I have found that extremely difficult. You know, the only times I have found resolved support from executives is when somebody leaves the organization and poof, all the files and you realize why. I don't have you found a simpler. Are there tools to to facilitate or. So, so like moving files from personal drives to Google workspace. It's, it's really it's I mean it's not complicated. So, a couple things you can do. So, if the problem is, they don't want to find the time to do it book time, it doesn't take long right book a half hour book an hour and say we're going to do this remotely live whatever. Depending on how large how many files there are, it might take a long time, but you can either go from so from the personal drive, download them to a computer, upload them to the workspace. Okay, the other option is they just share it so if they share their drive or their folder with you via email. Once it's shared with you, you can download it and upload it. They see, and in this moving from personal personal desktop backup to corporate. The link, the link still good. The original link. Oh, so once once you get it on your. And you don't want it to be you, you want the source of truth to be on your domain, right. Because if the source of truth is still on their personal, then they still own it. You're right, you're right that makes total sense. Thank you, thank you very much for your help. And best of luck. Excellent thank you. Take care bye bye.