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Dynamics 365 resources for nonprofits

Dynamics 365 resources for nonprofits

by | Oct 29, 2021 | Digital Capacity Posts, Digital Champions, News and Reviews, Workshops, training and events

Dynamics 365 resources for nonprofits

Business Applications grants

Customer stories

UNICEF NetherlandsTeam Rubicon

Featured business applications plans

 

Guidelines for writing an IT Policy

Guidelines for writing an IT Policy

by | Oct 8, 2021 | Community, Digital Capacity Posts, Digital Champions, Free Online Training, News and Reviews, VCS

Guidelines: Information technology

Below are some guidelines for writing an IT policy, designed for a small not-for-profit employer that is adhering to statutory minimum requirements. It does not constitute legal advice. As with all policies it should be consistent with your terms and conditions of employment as well as your culture and aspirations. There is no one-size-fits-all.

Download a version of these IT guidelines for writing an IT policy (Word, 73KB)

Purpose

The purpose of an IT policy is to set out the parameters on how staff should use the technology that your charity provides them with in order to do their job. A clear policy will also help to raise awareness of the risks associated with using IT and can protect the charity from loss of data.

Charities will need to take a view on whether staff are permitted to use IT equipment for personal use (for example, accessing webmail or online shopping at lunchtimes). The policy needs to clarify acceptable and non-acceptable use and what will happen if the policy is breached.

As an employer you have the right to monitor work use of IT equipment provided you have a legitimate reason and that you tell staff that you might do this.

What your policy should cover

  • Who does the policy apply to?
  • What communications and IT equipment does the policy cover? For example:
    • computers
    • internet access
    • remote access connections
    • email servers
    • file storage
    • webmail
    • smart phones
    • telephones
    • mobile phones.
  • Who is responsible for monitoring and reviewing the policy? Ideally there should be one individual with overall responsibility. The policy should require managers to help staff understand the policy and enforce it.
  • Related policies – what other policies do you have which set out standards of behaviour that apply equally to online behaviour? Examples may include:
    • codes of conduct
    • disciplinary rules
    • data protection policy
    • equality and diversity policy etc.
  • Monitoring – Do you monitor how staff use the internet, email or work telephones? When and how do you do so? Employers are able to do so in particular circumstances although this would need to be properly communicated in the policy. If you have CCTV then your policy will need to explain how you store and use the records. If you allow staff to use equipment for personal use, staff should be made aware that you may still monitor usage.
  • Passwords – What are your rules around passwords and accessing IT systems?
    • Can these be disclosed to senior staff?
    • What happens if you need to access another employees’ computer system (for example if they are off sick)?
    • Do you transmit confidential or personal sensitive information and if so, what are your password protection protocols?
    • What length and form must passwords be?
    • What should an employee do if they think someone else knows their password?
    • If password protected documents are emailed, how should the password be notified?
  • Computer usage – should computers be shut down at the end of every day? Does this include screens? Should employees log out of their systems when they move away from their desks? Should documents be saved in a location accessible for back up?
  • Do you allow individuals to use their own IT equipment (such as USB sticks) and use them for work purposes? If you do, are there restrictions or specific requirements?
  • Data protection – ensure you reference the requirements when processing personal data in accordance with the six data protection principles. Your policy should explain your rules on collecting, storing, retaining, using disclosing and disposing of personal information. It should also set out how the charity protects data and prevents unauthorised or unlawful processing or disclosure.
  • Mobile phone texting – is this appropriate for work issues? Who to (funders, suppliers, external stakeholders etc)? Should abbreviations be avoided? Text messages from the charity are treated in the same way as emails. For example they must not contain illegal or discriminatory content.
  • Email – what rules do you need to consider with regard to email communication? Email is sometimes seen as a casual way to communicate and this may present a reputational risk. Clear rules on email may also prevent staff from inadvertently entering into an agreement with a supplier.
  • Internet – what can the internet at work be used for and what can’t it be used for? Is a firewall in place? What does this mean for employees? Can employees subscribe to chat rooms, messaging services, live streaming, blogs etc from work IT and communication systems?
  • Software – what rules and controls are in place for downloading software onto work machines?
  • Training – consider including a few words on what training and support exists for staff with regards to information security. For example, do you train staff as part of their induction on the risks of email security?
  • Misuse – will misuse of IT facilities potentially result in disciplinary proceedings? What constitutes misuse? Examples could include:
    • not adhering to the policy
    • attempting to discover a user’s password
    • using the computer systems to act abusively
    • attempting to circumvent the network’s security
    • knowingly running and installing programmes intended to damage the computer systems
    • deliberately wasting computer resources
    • leaving laptops unattended in a public place etc.

 

Download a version of these IT guidelines for writing an IT policy  (Word, 73KB)

Page last edited Oct 05, 2021

Help us to improve this page – give us feedback.

Digital Capacity October Newsletter

Digital Capacity October Newsletter

by | Oct 8, 2021 | Community, Digital Capacity Posts, Digital Champions, Free Online Training, News and Reviews, VCS, Workshops, training and events
Disclaimer :
The newsletter may contain links to other websites or content belonging to or originating from third parties or links to websites and features in banners or other advertising. Such external links are not investigated, monitored, or checked for accuracy, adequacy, validity, reliability, availability or completeness by us.
We do not warrant, endorse, guarantee, or assume responsibility for the accuracy or reliability of any information offered by third-party websites linked through the site or any website or feature linked in any banner or other advertising. We will not be a party to or in any way be responsible for monitoring any transaction between you and third-party providers of products or services.
Digital Capacity Updates
We have so many good news stories to share, residents who now have laptops, groups who have necessary devices and have received all kinds of support including digital security assessments, website development, document creation and the development of data stories. Don’t forget the on-going access to training and support from EHCVS and our amazing Digital Champions.

There is still lots more training and support available over the next few months, the current Digital Capacity Project ends in January but in the meantime keep a look out for all of the events advertised through our evenbrite pages  and book onto anything that might help.

In November we will be doing some specific capacity building workshops by CAP Enterprise and the lovely Social Media expert Aliya as well as our own Cyber Security Digital Champion, Mukesh Malhotra, during the Hounslow Digital Festival.
Networking and Training Events
For your networks: Superhighways Training
Please find details of Superhighways’ autumn data training and support programme here
For your networks: NCSC Cyber Security Training
The National Cyber Security Centre is offering this free online training course for organisations to build their understanding of cyber security and learn how to stay safe online.
Cyber Security for Small Organisations – Overview
For your networks: Editors for Impact
Editors for Impact is a UK-based social enterprise providing charitable organisations with media content creation by matching each charity with an E4I volunteer. They believe charitable organisations deserve high-quality media content to best reflect their value and work, and aim to eliminate barriers of time, cost, and access to great content. Becoming their partner means that you will be able to request projects for your charity and E4I will deliver high-quality content including video editing and motion graphics productions at no cost. For more information, please email partnerships@editorsforimpact.org
JMD Training and Consultancy: Microsoft Excel Basics – Creating, Formatting and Printing a Workbook – Tue, 12 October 2021 at 10:30 – 12:00
Have you the need to set up spreadsheets for storing text and numbers either as a data list or to do simple calculations?

Do you need to use Excel for everyday tasks such as setting up a budget, maintaining an address list, or keeping track of a list of to-do items?

Microsoft Excel Basics is an effective workshop giving plenty of hands-on experience. It will enable you to have the confidence and skills to create, format and print an Excel workbook.

Objectives:
• Create an Excel workbook
• Format an Excel workbook
• Edit an Excel workbook
• Print preview a workbook
• Print an Excel workbook

Impact:
• Confidence to create an Excel workbook
• Ability to edit, format and print an Excel workbook
Book Your Place
JMD Training and Consultancy: Basic Formulas – Getting to grips with Excel calculations – Tue, 19 October 2021 at 10:30 – 12:00
Would you like to be able to use simple calculations? Do you need to be able to quickly add up columns of figures?

Basic Formulas is an effective workshop giving plenty of hands-on experience. It will enable you to have the confidence and skills to do basic calculations in Excel, including addition, subtraction, multiplication and division and using the AutoSum button to create totals, averages, counts, maximums and minimums.

Objectives:
• Add, subtract, multiply, divide numbers in an Excel workbook
• Use the Excel AutoSum feature to total, average or count a range of numbers
• Use the Excel AutoSum feature to find the maximum or minimum of a range of numbers

Impact:
• Confidence to do basic calculations in Excel
• Ability to rely on Excel rather than a calculator when faced with many calculations
Book Your Place
JMD Training and Consultancy: Basics of Microsoft Word – Tue, 26 October 2021 at 10:30 – 12:00
Would you like to be able to create Word documents rather than handwriting all the time? Would you like to be able to edit documents and format them so they look professional?

Creating and Formatting Simple Documents is an effective workshop giving plenty of hands-on practice. It will enable you to have the confidence and skills to create, edit and format Microsoft Word documents.

Audience: Those who have never had formal training in Microsoft Word and those who learnt some time ago but are not comfortable with the package.

Objectives:
• To create simple Word documents
• To format simple Word documents
• To spellcheck a document
• To create bulleted and numbered lists
• To select text
• To move and copy text
• To print preview and print

Impact:
• Confidence to create Word documents
• Creation of professional-looking reports, letters and business plans with ease
Book Your Place
JMD Training and Consultancy: Working with Word Tables – Laying Out Information with Microsoft Word – Tue, 23 November 2021 at 10:30 – 12:00
Would you like to be able to format text rapidly and organise it into neat columns?

Do you need more appropriate ways to lay out Word text? Are you currently pressing the SpaceBar key several times to get text lined up?

Working with Word Tables is an effective workshop giving plenty of hands-on experience. It will enable you to have the confidence and skills to create, edit and format Word tables.

Audience: Those who have never had formal training in Microsoft Word and those who learnt some time ago but are not comfortable with the package. This session will be of benefit to anyone who wants to be able to layout text in appropriate ways. Sometimes although people have used tables for some time, they are not aware of techniques such as getting two or more columns to be of equal width. Anyone who uses tables but feels they are not using them to their full potential should also attend.

Objectives:
• To create Word tables
• Format tables
• Insert and delete rows and columns
• Adjust column widths, row heights
• Merge cells
• Split cells
• Add or remove borders and shading
• Sort data within a table
• Splitting tables
• Showing column headings on each page of a long table

Impact:
• Confidence to create Word tables
• Creation of professional-looking reports, letters and business plans with ease
Book Your Place
Further Digital Training planned for the Hounslow Digital Festival November 2021

Workshops on:
– Social Media for Community Voluntary Sector Groups – Aliya Zaidi
– Improved Digital Working for Community and Voluntary Sector Groups – CAP Enterprise (Kent) cic
– Digital Techniques for Engaging and Supporting Clients for Community and Voluntary Sector Groups – CAP Enterprise (Kent) cic
– A look at improving Digital Capacity for Community and Voluntary Sector Groups – CAP Enterprise (Kent) cic
– Digital Monitoring for Community and Voluntary Sector Groups – CAP Enterprise (Kent) cic

Keep a look out for dates and bookings.
Giving Tuesday Cheat Sheet
“Giving Tuesday is a movement created as a response to the commercialisation and consumerism on the lead up to the holiday season — and a chance for people to give back in the season of goodwill. This year it falls on November 30th so now is the time to start planning – especially in our current environment to maximise the benefit your organisation can get from Giving Tuesday. Last year, the U.K. alone, over £20m was donated to good causes for Giving Tuesday, a 43% increase in giving from 2019 — that’s more than £14k every minute! #GivingTuesday is only one piece of the annual fundraising pie which will need to evolve this year, so it’s never too early to start implementing your strategy. Let’s walk through five ways to maximize your end-of-year fundraising.” Click here to read more.
How To – Twitter
Why Twitter?
Create a profile
Tweet ideas
Grow your following
Organic best practices
Useful Apps, Software and Digital Tools
Digital Champion
We are still recruiting Digital Champions. If you work for a charity, are a volunteer or a trustee, or would like to make a difference to your local community, please do consider sharing your digital skills with others and volunteer today to be a Digital Champion! We are particularly interested in anyone with Word Press experience as many of our local groups need support updating and maintaining websites.
Advice and Support for Your Voluntary & Community Organisation
Do you need some help developing a digital strategy? Free digital support is available for a limited period for smaller Hounslow community organisations – contact us for a discussion.

To book a 1-to-1 session with an advisor email to digital@ehcvs.org.uk 
Would you like to receive support from a Digital Champion?
Request for Support
What kind of training events does your group need?
Let us Know
Review the Digital Needs of your Group
Digital Health Check
Instagram
Facebook
LinkedIn
Website
Email
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Best payment systems for charities

Best payment systems for charities

by | Oct 8, 2021 | Community, Digital Capacity Posts, Digital Champions, Funding, News and Reviews, VCS

Microsoft Excel Basics

Microsoft Excel Basics

by | Oct 5, 2021 | Community, Digital Capacity Posts, Digital Champions, Free Online Training, HCN, HVSSS, LBH, News and Reviews, VCS, Workshops, training and events

12th October – 10:30 to 12:00  – Microsoft Excel Basics – Creating, Formatting and Printing a Workbook

JMD Training and Consultancy

 

https://www.eventbrite.co.uk/e/1-microsoft-excel-basics-creating-formatting-and-printing-a-workbook-tickets-164864428945

 

https://www.eventbrite.co.uk/e/164864428945

 

Have you the need to set up spreadsheets for storing text and numbers either as a data list or to do simple calculations?

Do you need to use Excel for everyday tasks such as setting up a budget, maintaining an address list, or keeping track of a list of to-do items?

Microsoft Excel Basics is an effective workshop giving plenty of hands-on experience. It will enable you to have the confidence and skills to create, format and print an Excel workbook.

Audience: This session will be of benefit to anyone who wants to learn the basics of Microsoft Excel.

Objectives:

  • Create an Excel workbook
  • Format an Excel workbook
  • Edit an Excel workbook
  • Print preview a workbook
  • Print an Excel workbook

Impact:

  • Confidence to create an Excel workbook
  • Ability to edit, format and print an Excel workbook

Session Length: 1.5 hours

19th October – 10:30 to 12:00 – Basic Formulas – Getting to grips with Excel calculations

JMD Training and Consultancy

https://www.eventbrite.co.uk/e/2-basic-formulas-getting-to-grips-with-excel-calculations-tickets-164869457987

 

Would you like to be able to use simple calculations?

Do you need to be able to quickly add up columns of figures?

Basic Formulas is an effective workshop giving plenty of hands-on experience. It will enable you to have the confidence and skills to do basic calculations in Excel, including addition, subtraction, multiplication and division and using the AutoSum button to create totals, averages, counts, maximums and minimums.

Audience: This session will be of benefit to anyone who wants to learn how to do simple calculations using Microsoft Excel.

Objectives:

  • Add, subtract, multiply, divide numbers in an Excel workbook
  • Use the Excel AutoSum feature to total, average or count a range of numbers
  • Use the Excel AutoSum feature to find the maximum or minimum of a range of numbers

Impact:

  • Confidence to do basic calculations in Excel
  • Ability to rely on Excel rather than a calculator when faced with many calculations

Session Length: 1.5 hours

26th October – 10:30 to 12:30 –  Basics of Microsoft Word

JMD Training and Consultancy

https://www.eventbrite.co.uk/e/3-basics-of-microsoft-word-tickets-164870348651

 

Creating and Formatting Simple Documents:

Would you like to be able to create Word documents rather than handwriting all the time?

Would you like to be able to edit documents and format them so they look professional?

Creating and Formatting Simple Documents is an effective workshop giving plenty of hands-on practice. It will enable you to have the confidence and skills to create, edit and format Microsoft Word documents.

Audience: Those who have never had formal training in Microsoft Word and those who learnt some time ago but are not comfortable with the package.

Objectives:

  • To create simple Word documents
  • To format simple Word documents
  • To spellcheck a document
  • To create bulleted and numbered lists
  • To select text
  • To move and copy text
  • To print preview and print

For those who have never had the opportunity to have professional training in using Microsoft Word or those who learnt a long time ago, being asked to create or edit documents can be a daunting experience. This workshop will give the confidence to be able to do so.

Impact:

  • Confidence to create Word documents
  • Creation of professional looking reports, letters and business plans with ease

Session Length: 2 hours

 

2nd November – Explorers

Zoom  https://www.eventbrite.co.uk/e/digital-explorer-network-digital-challenges-in-the-community-sector-tickets-168078157293

 

A network for the CVS in Hounslow to discuss all things digital

 

3rd November – Improved Digital Working for Community and Voluntary Sector Groups    – CAP Enterprise (Kent) cic

https://www.eventbrite.co.uk/e/improved-digital-working-for-community-and-voluntary-sector-groups-tickets-182689237427

  • Digital explained
  • Why digital can help
  • A digital customer journey
  • Digital self-assessment exercise
  • Digital action plan – how to be more digital

9th November 10:30 – 14:00 – Social Media for Community Voluntary Sector Groups – Aliya Zaidi

 

https://www.eventbrite.co.uk/e/digital-explorer-network-social-media-training-tickets-168078215467

 

Agenda

 

Introduction and arrival

Introduction to digital pt 1.
Questions (15 minutes)

10.30 –  12pm – Break for 30 minutes – rejoin at 12:30pm

12:30 – Start of session pt 2.
Questions (15 minutes)
2.00 – End of session and close.

 

Structure

–  Why Social Media / Introduction to Social media

– What is inbound marketing (explained in simple terms)

– Social media strategy

– Goals and objectives

– Activity for charities / small organisations

– How to set a strategy

– Understanding your audience

– Overview of social media channels

-Facebook, Twitter, Instagram, YouTube, SnapChat, TikTok

– Think about your messaging

– Honesty and transparency

– Memes

– Story-telling

– Free tools

– What is crowdfunding?

– Influencers

– Reputation Management

– Case Study

10th November – Digital Techniques for Engaging and Supporting Clients for Community and Voluntary Sector Groups – CAP Enterprise (Kent) cic  

https://us02web.zoom.us/j/86457771516?pwd=SkdQMnkveGJ6Y29oMDlhRUlrVmlqUT09

 

  • Websites
  • Social Media
  • Blogs and Vlogs
  • Videoconferencing
  • Mailing
  • Chat
  • AI
  • GDPR

 

16 November  – Digital Explorers Network

 

               A network for the CVS in Hounslow to discuss all things digital

 

  https://www.eventbrite.co.uk/e/digital-explorer-network-digital-challenges-in-the-community-sector-tickets-168079041939

17th  November – Digital Monitoring, Evaluation and Data-led Management

– CAP Enterprise (Kent) cic

https://www.eventbrite.co.uk/e/a-look-at-improving-digital-capacity-tickets-182710791897

  • Websites
  • Social Media
  • Blogs and Vlogs
  • Videoconferencing
  • Mailing
  • Chat
  • AI
  • GDPR

 

 

23rd November  – 10:30 to 12:30 – JMD Training and Consultancy

Working with Word Tables – Laying Out Information with Microsoft Word

https://www.eventbrite.co.uk/e/working-with-word-tables-laying-out-information-with-microsoft-word-tickets-164871738809

https://www.eventbrite.co.uk/e/164871738809

Would you like to be able to format text rapidly and organise it into neat columns?

Do you need more appropriate ways to lay out Word text?

Are you currently pressing the SpaceBar key several times to get text lined up?

Working with Word Tables is an effective workshop giving plenty of hands-on experience. It will enable you to have the confidence and skills to create, edit and format Word tables.

Audience: Those who have never had formal training in Microsoft Word and those who learnt some time ago but are not comfortable with the package. This session will be of benefit to anyone who wants to be able to layout text in appropriate ways. Sometimes although people have used tables for some time, they are not aware of techniques such as getting two or more columns to be of equal width. Anyone who uses tables but feels they are not using them to their full potential should also attend.

Objectives:

  • To create Word tables
  • Format tables
  • Insert and delete rows and columns
  • Adjust column widths, row heights
  • Merge cells
  • Split cells
  • Add or remove borders and shading
  • Sort data within a table
  • Splitting tables
  • Showing column headings on each page of a long table

Impact:

  • Confidence to create Word tables
  • Creation of professional looking reports, letters and business plans with ease

Session Length: 1.5 hours

30th November – Deter, Detect and Delete – GDPR and Cyber Security 

https://www.eventbrite.co.uk/e/digital-explorer-network-digital-challenges-in-the-community-sector-tickets-168079609637

 

10th December Explorers – the future of Digital support

https://www.eventbrite.co.uk/e/digital-capacity-in-hounslows-community-voluntary-sector-and-future-needs-tickets-185686311757

An open discussion about what kind of support groups need in future