Campaign Management and Team Communication Tools

for busy organizers, directors and all the rest of us

For those of us juggling mighty organizing demands with never enough time and resources, this could be one of the most valuable courses ever. Wondering if this course is right for you? Feel free to take the quiz at the bottom of this page

Who this course is for:

  • Anyone involved in progressive organizing who wants to get more done with less stress and more joyfulness in their personal or work life.
  • Anyone who wants to find more effective ways to manage and work collaboratively with teams of leaders, volunteers or staff.

Our bias is towards free and low-cost tools.

What we cover:

  1. Why every organizing group should have an intentionally constructed “Tech Stack” and make sure every staffer knows how to use it. We'll make recommendations for Tech Stacks for small to medium-sized organizing groups, groups with chapters and affiliates, and local unions.
  2. Comparing the top 5 campaign and team management tools on the market (2 have useful free versions) and how to decide which is right for you
  3. Trello for campaign and team management. We'll demo advanced tips and tricks and provide dashboard templates useful for campaigns, foundation outreach and other common uses. Track deadlines for your entire team with an excellent add-on.
  4. Options for larger more complex team needs, including free/reduced rates for non-profits.
  5. Our favorite free meeting scheduling app and comparison info with others in use and the additional feature that may be worth paying for.
  6. Team communication tools: what to use when
  7. Slack for team communication - best practices and use cases, and when other apps may work better
  8. Admin email protocols to help you stay organized and stress-free
  9. The best browser tab management app if you're a multi-tasking tab power user who craves more efficiency
  10. Our favorite editorial calendar, and some different methods groups use to stay organized and meet posting deadlines
  11. The godsend tool that tracks which emails we missed responding to, and who needs to be "re-ping'ed" because they haven't responded yet.
  12. Implementation! How to move your organizational culture towards supporting staff and volunteers to be their most effective and joyful selves!

Photo Credit: Etan Liam. Free Hong Kong Parade.

Comments from registrants:

"A myriad of tools, and the important questions to ask about what you need out of tools, like does it have dependencies features?" - Shalae Flores, Digital Organizer, Lucha

Photo credit: Etan Liam, Jan 1, 2020, Flickr. "About 50 Hong Kong Protestors gathered in Victoria Park before the rally, each wearing a different head mask representing a different message of the Hong Kong Protest movement, raising hands with 5 fingers representing '5 demands not one less.' The Blue Lihkg Pig reminds us that the police had shot blue tear-inducing chemical from water cannon trucks in dispersing the crowds."

Test your knowledge of this topic and whether this course will be useful for you by taking this quiz.

"I loved the concept of the tech stack and the gaps in our systems that were obvious to me after seeing the user cases. I've already told my coworkers they need to see this one and then we should debrief and brainstorm together."

- Megan Hise, Communications Organizer, Oregon Federation of Nurses and Health Professionals (OFNHP)

"There are so many tools out there, it is overwhelming to try and research them all , especially as a small organization with limited time. Getting tips on what digital resources are out there and recommended has been invaluable for us."

- Ulla Nilsen, Engagement Director, Minnesota 350

Get started now!