1. Create a wishlist
Look at what you currently have in place, what you want to do, and where the gaps between the two are.
Think outside the box and consider how you might want to utilise your systems for future projects, as well as the work you’re doing at present.
2. Consider getting external help
If you feel that you need help from external parties, you can consider putting out a call of interest for additional support.
Be clear about what you want when collaborating with a third party, as contractors may try to give you something that doesn’t quite fit. Having a clear expression of what you need can ensure that the final product chosen is best suited to your organisation.
Meet a variety of third parties or contractors to gauge who could work best for you, and also if they provide ongoing support.
3. Look into different systems
Do your research and take some time to consider what updates are best for your charity.
Consider an option where you are able to include ongoing support from the company providing the software.
4. Update current technology
Make sure your staff’s laptops have updated software to work with your new systems.
5. Train staff
Consider outsourcing training to ensure your team is taught by someone who has proficient knowledge of the systems you have put in place.
Make sure that you have material and clear guidance for staff to know what to do should something go wrong.
6. Consider safeguarding
When working remotely, ensure you have an emergency PIN number set on the phone that will direct staff to support should something go wrong. Work on a contingency plan that all your staff are briefed on.
7. Keep software updated
Updating your system will ensure that it is futureproofed for any projects and ways of working that may evolve in your organisation.
8. Gather feedback from staff
Use team meetings as an opportunity for staff to consider any changes that may be needed so that you can continue to update your software if and when needed.
Having open discussions can also help team members to learn from one another.
Many thanks to South Lincolnshire Domestic Abuse Service for contributing this recipe.
This recipe is licensed under a Attribution-NonCommercial-ShareAlike 4.0 International Licence.
That means you are free to copy, redistribute, and build on the text of this recipe, but only for non-commercial purposes (if you want to use it for commercial purposes, get in touch with us at [email protected]). You must give credit to both Catalyst and South Lincolnshire Domestic Abuse Service and link back to this page. If you build on this recipe then you must share your version under this same licence.
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