Académique Documents
Professionnel Documents
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The Maturity Levels are measured by the achievement of the specific and generic goals that
apply to each module - Fundraising, Impact Measurement, Impact @ Scale, Day to day ops.
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Level 1 Zero or very minimum digitization being used. Not confident about how to
leverage technology.
Level 2 Aware of some technology solutions and have implemented them at the basic
level but need capacity to go to the next level and get results from them
Level 3 Starting to implement solutions at an Advanced level through self help and
learning to implement
Level 4 Constantly improving on the implemented systems and fine tuning them with
automation to continue getting great results.
In the next sections, You will find your OTMM answers documented for your reference. We
added some insights t hrough the different sections. We have recommended some chosen
free/discounted P
roduct recommendations from our master handbook for you and links with
details on how to use them. In the annexure, you will find a key to compare your answers and
find out which Level your organization is in on the basis of OTMM Levels. This levelling will help
you pick up the next set of technology and ideas for your mission.
How to get help from the Community if you get stuck with implementing the ideas
recommended
There is nothing better than implementing by yourself. But we all need some help sometime. We
are building a vibrant online community with people like you who are trying to self implement the
ideas that are recommended, coaches and experts in various tools, and more. We recommend
joining this group and posting your questions there, and also helping others with what you have
learnt :) Join today
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📝 A few tools from our curated list of Free/Discounted Products require a valid FCRA
registration to access the discount/donation. Eg: G oogle For Nonprofits, S
lack, Microsoft
Products
If you don’t have an FCRA, We have tried best to give you product recommendations that
don’t need a valid FCRA
📝 In our conversations with NGOs, we have realised that most of the time nonprofits do
not have dedicated IT resources (both human resource and budgets) to implement
technology at their mission. And even if there is a resource, there is very little capacity
building opportunities or peer networks available to the IT resources.
Our online master handbook provides a master list of free/discounted products that can be
implemented by your IT resource person. They can also join our online community of
tech4good enthusiasts from across the country and share ideas with them.
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Fundraising Module
This section will help us understand different fundraising components at your org
6. Total Annual Donations raised in the last 12 Months? Less thank 25 lakhs
📌 Website
First step is to being discovered is having a simple yet structured website that talks about
the important work you are doing. Once you have a website - search engines like google
will automatically take note of your site and your website will start appearing in search
results after some time. Isn’t that great? So you make the website and the internet takes
care of the rest.
A simple way to set up your website using Wordpress (Highly recommended as its
configurable. You can start with a basic layout and then keep adding layers)
📌 Email, Social Media & Search Marketing
Once you have a website. It’s time to make sure that you are driving traffic to the site.
Apart from your site coming up on search, there are other tactics like Email, and Social
media marketing using popular social media platforms that can help you get discovered
by more and more people.
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Some tools you should check out
- Many NGOs we met were using bcc on email to send out mass emails. Most Email
providers like Gmail, Hotmail mark these emails as spam after sometime. We
recommend that instead of misusing bcc you use TinyLetter which a simple mass
email tool if you are a small NGO with less than 5000 supporters looking for a free
engagement tool. It’s the simplest way to
- YouTube for Nonprofits - Using Video to communicate with your supporters is very
effective. You can use your mobile to take a simple video of the wonderful work
you are doing, edit it using youtube’s inbuilt video editor, add some music and start
sharing with the world! (Needs FCRA for certain features, but Basic Youtube is free
for all)
- Google AdWords Grant worth 10,000 USD per month (requires FCRA) - Nowadays,
Google is where people search for how to help, where to volunteer and what to
donate to. Wouldnt it be great if your own ad can appear on Google at the very
moment someone is looking for organisations like yours. A well-timed ad can turn
people into valuable supporters. See image below of google showing me an
Adwords Grant Ad when i searched for "help children india" on google search.
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The moment we talk about online payments, NGOs are worried as they think it will involve
some high tech coding work! We recommend that you use simple tools like Instamojo
that can help you sell merchandise, receive donations, manage payments, send out
receipts, and more. You can set it up in a few days and dont need any coding or
technology experience! Check out this c ase study on how CARE uses Instamojo
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Though we know its important to keep our donors engaged, it is not easy to implement
it in practise. From sending out frequent emails to them with progress of work, or
reaching out to them at the right time for an additional donation to a new programme,
sending them their 80G receipts automatically - every NGO needs a simple donor
management tool. We recommend Salesforce NonProfit Success Pack for this. Over
30,000 nonprofit organizations use Salesforce to drive greater impact by connecting
everything they do. And it’s FREE for upto 10 Staff users which is everything that a small
and growing NGO needs!
Impact Measurement Module: This section covers how you measure the impact of the
work you do.
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Collecting data about your programme is only useful if you can analyse the collected data
and bring out actionable insights for your team. We recommend Tableau for Data
Visualisation. Compared to other data analysis tools - Tableau is easy to learn for your
Monitoring and Evaluation Staff and free for nonprofits.
Understand how you manage your programs, reach your beneficiaries and serve them,
what are your models of scale.
18. Please select statements that are true for your organization below.
● We have tried technology/digital in innovative ways to scale or make our programme
better.
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To help us understand how you manage your day to day operational activities like
Finance, Accounts, Human Resource Management, Office IT Administration
20. Your Organisation's Team Size 6
-25
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Use the Key we have provided in the annexure to plot your maturity level across these 4
modules. Sit with your team and use a pen or marker to round off your answers on the key and
you will get a sense of the maturity level across each module at a granular level.
Broadly speaking, the Maturity Levels are measured by the achievement of the specific and
generic goals that apply to each module - Fundraising, Impact Measurement, Impact @ Scale,
Day to day ops.
Level 1 Zero or very minimum technology being used. Not aware of solutions
Level 2 Aware of some solutions and have implemented them at the basic level but
need capacity to go to the next level and get results from them
Level 3 Implementing solutions at an Advanced level and adopting self help and
learning to implement
Level 4 Constantly improving on the implemented systems and fine tuning them with
automation to continue getting great results.
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Eg. We are in L1 in fundraising today and want to reach L4 in 1 year. And our goal here is to
increase our funds raised by 3 times without any additional fundraising budget.
Smarter Fundraising
Goal:
Eg. Increase Funds raised by ___ times with no
additional FR budget
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covered in the next section instead of Level Ups.
Tool Benefit
TinyLetter Keep your donors engaged with your mission with storytelling
Just an email every month to your supporters telling them about
your progress on work makes a huge difference when they decide
to donate to you again.
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Helps you move from One Level to the Next with carefully recommended products and tools
across Fundraising, Impact Measurement, Deliver impact at scale and Day to Day operations
modules. Check out the Level Ups here
Don’t forget to j oin our growing community of people just like you and help them and get help
from them. Join our Community today! Please join 1500+ subscribers on our free email
newsletter and never miss an update from us.
We hope this was Starter Pack was helpful to you. Please take this 2 Question Feedback to give
us your feedback please.
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Annexures: Key for plotting your Levels based on answer to survey questions.
Fundraising Module: This section will help us understand different fundraising components at your org
L1 L2 L3 L4
How do your -Word of mouth, -Email Groups, -Crowdfunding -We have put out
donors, Friends Lists Websites like Digital Ads like
supporters, GiveIndia, Milaap, Google Adwords,
volunteers -Print media ads, etc Youtube Ads, etc
discover you? brochures on -Social media
-We have a
newspapers or pages like
Website and they
physical banners Facebook, Twitter,
can find us with a
Instagram
simple google
search
-Instant
Messaging
Groups like
Whatsapp,
Telegram, etc
How can people -Donors can give -Donors can give -Donors can give -Donors can give
donate? One time One time one time online recurring
donations by donations easily donations through donations (a
Cash, Cheque, using mobile a custom monthly amount
Bank Transfer wallets like gets debited from
payment gateway
PayTM, Whatsapp, their bank account
Google Pay, BHIM that is integrated directly) easily
to your website with their credit
- Donors can give (like RazorPay, card online
One time Online PayU, etc)
Donations
through an -Donors can give
external Payment recurring
Site/Pop donations (a
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Which of the -We do not give -Receipts are -Receipts are -Receipts are
following is true receipts to donors handwritten digital and are generated and
about compliance for Donations manually on generated using delivered digitally
around donations made printed excel and emailed via email and in
invoice/receipt to the donor post by a software
received
books and sent -Receipts are that we use
via post to the given to the donor
donor or given in within one week -If donor loses
person of making a original receipt, a
donation copy of the
receipts can be
easily sent to the
donor on request.
Donor Details -A Physical -Excel Sheets -An Online Google We have Donor
Database Register Sheet Management
Details about the Book/Papers System, like
Donor with details Salesforce,
CiviCRM etc
about all
Donations made,
Contact Details,
other
communication
details with them
is currently in the
form of (You can
select multiple
choices from
below as
applicable)
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Who measures
the impact of your -We don't -External Vendor -Internal Staff -Both Internal and
different measure impact External
programs? currently
Some
organisations
have internal staff
members who do
measurement and
evaluation.
Sometimes,
donors ask for
evaluations to be
done by an
external agency.
Please select
relevant options
from below.
Data Collection -We don't collect -We collect data in -We us Online -We have a Digital
Which of the any data in any Excel Sheets and Google Sheets Data Collection
following is true form. data is System like ODK,
about data from aggregated as per Kobo, other
-We collect data program/reporting custom software
your Program
on paper and needs
Implementation is physical forms
currently (like and these are
Details of organised into
Beneficiaries, physical files and
Services given, stored in Main
Impact reached, Office/Field
Households, Office. Field
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Data aggregation -We don’t analyse -Manually in paper -We enter the -We use
and analysis any data right now and registers paper data into an Tools/Software
How do Excel Sheet and like Tableau,
you/external aggregate them Stata, Power Bi, R,
vendor aggregate etc
and analyse the
Data that is
collected? You
can select
multiple choices
from below as
applicable
Granularity of -We don’t collect -Village Level Data -Household Level -Beneficiary Level
Data collected data (Number of Data (Number of data like Name,
What is the level households, households and Phone Number,
and detail of data Village level work geographic data) Address, Photo
that is collected. details like
You can select meetings
multiple choices conducted, etc)
from below as
applicable -Block and District
level Data
Frequency of Data -We don't collect -Before project -In the middle of Ongoing (We don't
Collection and any data in any starts (Baseline) project duration wait for surveys,
Updation form (Midline) instead we keep
How often does collecting and
-End of Project
your field staff updating data on
(Endline)
collect, update a regular basis)
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Please select -We would like to -We have tried -Our beneficiaries -We have a
statements that know more about digital tools like can call a special Management
are true for your how technology making a video to number that we Information
organization and digital talk about our have from any System (MIS) that
medium can help programme to
below. basic phone and helps us identify
us reach more beneficiaries and
beneficiaries. shared the video get details about each of our
with them using our programmes beneficiary and
whatsapp, USB or benefits using what services they
drive or projecting an IVR (airtel have received
it for them customer care from us and what
type of flow) is pending
-We have tried
sending out mass
-We have tried
SMS messages to
our beneficiaries technology/digital
about our in innovative ways
programme or to scale or make
new services our programme
better.
Day to Day Operations Module: To help us understand how you manage your day to day operational
activities like Finance, Accounts, Human Resource Management, Office IT Administration
L1 L2 L3 L4
Accounts & -We don’t -Physical Books & -Physical Books & -Software like
Bookkeeping maintain Book of Registers Registers Tally, Quickbooks,
How are Accounts Others
accounting books
and ledgers
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maintained at
your
organisation? You
can select
multiple choices
from below as
applicable
Claims & Expense -Paper Form -Excel Sheet -Excel Sheet -We have a Claims
Management based claims Forms sent on Forms sent on Management
Your reimbursement Email to Accounts Email to Accounts System that
organizations system. They Team Team manages this
submit a physical
work may involve
form with the
a lot of travel and details of their
field work. How expenses to the
do your Staff get accounts team.
reimbursed for
expenses
incurred? You can
select multiple
choices from
below as
applicable
Project & Staff -Verbally, -On Email -On Email -We have a
Travel Phone/SMS/What tool/software for
How is request for sapp this
Travel and
Approval for
Travel, Travel
related
reimbursements
made? You can
select multiple
choices from
below as
applicable
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Payroll -Payroll is -In the beginning -In the beginning -We have a
Management compiled of financial year - of financial year - software for this
Following are manually with Employees submit Employees submit which generated
some statement Excel Sheets at their Tax their Tax payroll
the end of every Declarations on Declarations on
on Payroll & Tax automatically
month Paper/Excel Sheet Paper/Excel Sheet
Deductions via Email via Email based on
calculated and Employee
generated at your submitted Tax
organization. You Declarations on
can select the tool itself
multiple choices
from below as
applicable
Employee -We have No -Staff uses email -We use Google -Staff can apply
Services system in place to to apply for leaves Sheets to apply, and manage their
manage leaves, with relevant track leaves and leaves,
attendance teams, manager in reconcile attendance
copy
through a system
-We have a paper
form/registers for
leave application,
attendance which
is filled out
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Data Backup and -We don’t have a -Our Laptops, -Our Website, -We use Amazon
Security website and don’t Systems Online resources Web Services,
host anything protected from are hosted on Google Cloud,
online attack and private servers Digital Ocean, etc
inside our
malware by Anti for Hosting our
premises
Virus Software website, MIS,
other documents
-Our Website is
protected against
cyber attacks and
served securely
on SSL, HTTPS
-We have systems
for Safe Backup of
all Staff, Office
work documents
using Back up
tools like Google
Drive, Box or
something similar
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