Resources
You need stuff? For free?
We’ve got some free stuff.
If you’re a charity and you’re thinking about data, tech, and systems, we’ve gathered these resources to help you find your way.
How To Choose a CRM - the book
We’ve been working with charities for almost 20 years and we’ve talked to thousands of them in that time, helping them to manage their data.
We’ve condensed that experience into a short free book to help you through the process of choosing a database for your non-profit.
We help you think about five key questions:
- Why do you need one? What’s the problem a database/CRM will solve?
- Who’s involved – who will be affected?
- What data and functionality do you need?
- When does it need to happen?
- How much do you need to invest?
Download our free e-book and accompanying data map template.
*We’ll send you occasional emails (monthly at most) about charities, data, and technology. You can unsubscribe at any time. We’ll never sell or share your email address with others.
What Data Do You Need?
Effective organisations look after their resources: including their data. The first step is knowing what you have, and why. For new or changing organisations, you may need to think about what you’ll need, too.
Mapping this out doesn’t need to take a long time, but it is an essential first step to making sure you are complying with the law, and making the most of your data.
This is part one in our three-part guide to help smaller UK charities ensure they are looking after their data effectively. Each guide is accompanied by a workbook which you can use to record your responses and keep as part of your compliance records.
Download our free e-book and accompanying workbook.
*We’ll send you occasional emails (monthly at most) about charities, data, and technology. You can unsubscribe at any time. We’ll never sell or share your email address with others.
Lawful Data Processing Guide
The Data Protection Act 2018 requires that you process data about people lawfully. That places a set of responsibilities on you, and you need to be able to show that you’ve met them.
In our previous guide, we helped small charities identify the data they need to fulfil their mission. This guide helps you take the next step, focusing on establishing the lawful basis for processing the data you need.
The Information Commissioner’s Office (ICO) is the official source for guidance, and they have a lot that’s detailed and helpful.
This guide is a general introduction to the regulations, and some resources to help you with your own compliance. It helps you think through what lawful basis for processing you are relying on to process the data you use. If you don’t have a documented basis for processing, you are processing data unlawfully.
Download our free e-book and accompanying workbook.
*We’ll send you occasional emails (monthly at most) about charities, data, and technology. You can unsubscribe at any time. We’ll never sell or share your email address with others.
How To Store Your Data
If you’ve followed parts one and two of our data guide, you should now have a good sense of the data you have, or need, and be confident that you can process it lawfully. The next question is whether the way you are storing that data is good enough.
What ‘good enough’ means will depend. The Data Protection Act 2018 (DPA) places some requirements on you to ensure data is secured appropriately. You also need to think about the types of data you have, and what you need to do with them. The appropriate technology will need to be secure and make your data work for you.
This guide, part three in the series, gives an overview of the requirements of the DPA, and links to some useful advice. We also offer some suggestions of the types of system that may be suitable for a small charity, and some of the pros and cons of each.
Download our free e-book and accompanying workbook.
*We’ll send you occasional emails (monthly at most) about charities, data, and technology. You can unsubscribe at any time. We’ll never sell or share your email address with others.
More resources for new charities
Data Orchard help organisations (charities) get better with data: https://www.dataorchard.org.uk/
NCVO have lots of help and guidance, including about digital issues: https://www.ncvo.org.uk/help-and-guidance/digital-technology/#/
The Lloyds Bank Foundation and Esmée Fairbairn Foundation are two funders that provide additional funding to their grant recipients to help them with organisational development, including databases and digital. We’ve worked with Lloyds with dozens of their recipients over the years.
Triangle Consulting have produced dozens of Outcome Stars to help you track the impact you’re having. These are well tested and widely recognised: https://www.outcomesstar.org.uk/
Small Charity Week has a range of free or affordable courses on all sorts of topics: https://www.smallcharityweek.com/
Our friends at Street Smart in Belgium have a range of free training and free resources for youth workers (but useful for others too). They also have an app similar to Lamplight that’s particularly good for outreach based youth work.
Photo credits: Zane Lee on Unsplash, Jon Tyson, Shubham Dhage, Elena Mozhvilo , JOSHUA COLEMAN , Annie Spratt all on Unsplash.
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