Are you a list making power user?

Most nonprofits probably do not identify themselves as list making power users, but perhaps they should. After all, you’ve got a list of volunteers, a list of donors, a wish list for things people can donate, a list of programs and services, a list of steps for training new team members, perhaps a list of campaigns and well, this list could go on and on.

It is likely that these various lists are being stored and accessed in different ways. The wish list might be on the website, volunteers may be in a spreadsheet, donors may only exist in our payment gateway if you don’t have a CRM, and training tasks may be in a booklet or binder. Sadly, some lists may only live in someone else’s head. Wouldn’t it be nice if these could all live in one place so that everyone always knew were to look?

That’s the magic of Trello. There is a basic plan that allows nonprofits to set up their organization and share boards with one another. Each board can have a different subject or theme and within the board there can be multiple lists. For each list, cards can be added or removed or moved to a different list.

For example, your nonprofit organization might start a Wish List board where you can list the types of donations you accept. You can sort them by order of importance, categorize them by level of need, or archive a card when you no longer need a specific item. You can also set due dates for event specific donations. Better yet, you can invite the public to view your Wish List board.

Another great way to use Trello is for community engagement on new ideas or event. A couple months ago, a foundation contacted me with a need for community voting on their grantees proposals. I suggested Trello as a quick and easy way to set up a public board displaying images and descriptions of each proposal. You can determine whether or not your board is public or private and you can add settings such as voting to engage your members and crowdsource opinions. This is just one example, but there are many uses for the voting feature.

It would be easy to list out 5, 10 or even 20 different uses for Trello. The point is that it is incredibly flexible and the best part about it is that everyone simply gets it. There is very little training required, if any. You can get up and running with your next list within minutes.