Are you the tech helper in your family? In your office?

Community IT intern Jack Woodard on lessons learned over years of helping less-tech-savvy people learn the technology they need to do what they need and want to do.

Takeaways on How to Be a Tech Helper

Be patient

• People who are having trouble with tech get very frustrated, and they also get very down on themselves for not being able to understand it. They aren’t setting out to be annoying or hard to deal with, but they can get very defensive or just have a lot of trouble following what you are asking them to do, especially if they have difficulty seeing or hearing.
• People having trouble with tech have a lot of anxiety around doing the wrong thing – especially with all the scams out there. But they also want to be participating – they don’t want to miss out. So taking all that into account when you interact with any staff member or family member is good practice to help meet them where they are.

Be a teacher, not a doer

• If the less-tech-savvy person in your life is struggling to use tech, doing it for them will reinforce that they are not capable. Instead, do a lot of listening. Identify the real problem (it may not be what they think is the issue.) Then walk the person through how to do it by asking them to do it while you stand by ready to help.
• Describe what they need to click on. Don’t use a lot of jargon.
• Have the person take notes, especially if they don’t use this particular app or do this particular thing every day. The next time they need to do it, they can refer back to their written instructions.
• If they are upset by updates that change things, consider teaching them to use keyboard shortcuts where available, because these change less frequently.
• Help them get organized and put the apps and tools they use most frequently where they can find them quickly at a glance. Organizing is deeply personal – so don’t impose your way of doing things on them. As a tech helper, follow their lead!
• Walk through each step with them. Most people will continue to do something “the way they learned how” indefinitely. Use that to your advantage if you want them to do it a new way. Make sure they have learned the steps and they will probably be able to repeat them time after time.
• Don’t forget accessibility features. Many people who struggle with tech may be hard of hearing or have difficulty seeing. Modern tech has lots of features to help, like strong contrast, screen readers, and hearing aids that can be connected to other devices directly.
• Microsoft Accessibility Knowledgebase
• Google Workspace Accessibility for Users (can also find the Accessibility Guide for Administrators)
• Mac Guide to Accessibility

Community IT seeks to provide trusted advice and guidelines for nonprofit tech helpers around the holidays and throughout the year. If you have questions on staying safe with technology, especially in the age of AI, it is better to ask someone than struggle alone.

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Start a conversation :)

• Register to attend a webinar in real time, and find all past transcripts at https://communityit.com/webinars/
• email Carolyn at cwoodard@communityit.com
• on LinkedIn

Thanks for listening.

What scams are circulating and how can you protect yourself and your organization?

Nonprofit Cybersecurity expert and Community IT CTO Matt Eshleman runs through common scams and new tactics that we are seeing at nonprofits and simple steps you and your staff can take at this time of year to be better protected.

Takeaways on Nonprofit Cybersecurity for the Holidays

Common scams

• “Your package couldn’t be delivered” … this email tries to get you to click on a link or respond in some way, using social engineering/helpfulness/urgency to trick you into helping a colleague or sorting out a problem with a package.
• “The Executive Director needs to purchase holiday gift cards for staff” … a variation on the “gift card” scam oriented towards the end of the year, holiday parties, gifts for donors or volunteers.
• Pop-up “your computer has been compromised, call this number” scam … often the pop-up can’t be closed (you should shut down and log back in, and alert someone on your actual IT help desk team.)

New Scams

• Spam bombs… followed by a helpful call from “the IT help desk” ... this scam will inundate your inbox with hundreds to thousands of spam email an hour. This scam tries to get the victim anxious at the spam attack and relieved when “the help desk” notices an increase in spam and reaches out to help.
• AI deep fake voice and video scams… growing in presence as the tools to create deepfakes become more available and affordable.

Protections Against Holiday Scams

• Stay suspicious, particularly at the end of the day before a holiday break and the week before that break.
• Be particularly suspicious of in-bound calls and new contact information at any time of year, but particularly around the holidays. Do not give your log in credentials or other information to someone who called or texted you, claiming to be from IT or your bank.
• Review your incident response plan, particularly your phone tree, before the holidays. Make sure you know who to call to report a suspicion or problem, and make sure that your point of contact has a substitute for when they are out of the office for the holidays. Who is “on call”?
• Have strong cybersecurity already in place. Strong passwords, MFA requirements, physical MFA keys for staff who are particularly targeted like your Executive Director and CFO, staff training on the importance of cybersecurity to protect your organization – maybe even a quick training on holiday scams to watch out for … taking proactive steps will give you peace of mind during your holidays.
• Do not be tricked into using a work-around. Always use your established procedures.
• Do report something, using your incident response plan. If you did click on something suspicious at 5pm on a Friday, use your response plan to report it immediately to the person on call for your cybersecurity.

Community IT seeks to provide trusted advice and guidelines for nonprofit cybersecurity safety around the holidays. If you have questions on cybersecurity assessments, staff training, incident response plans, or other cybersecurity topics, reach out and schedule a conversation or assessment with Matt.

_______________________________
Start a conversation :)

• Register to attend a webinar in real time, and find all past transcripts at https://communityit.com/webinars/
• email Carolyn at cwoodard@communityit.com
• on LinkedIn

Thanks for listening.

Johan Hammerstrom hosts the podcast this week, interviewing Carolyn Woodard on her nonprofit IT management capacity growing pet project.

100% of nonprofits struggle with IT management capacity – whether it’s optimizing limited budgets, selecting the right tools, or building sustainable tech staffing models. Or just knowing where to turn for trustworthy, professional advice. We need structured connection to share best practices and elevate what works in IT management at nonprofits. We hope this community of practice will gather best practices and that it will snowball, attracting more participants with more experiences and ideas to share.

By publicizing proven approaches, we can develop the scalable best practices the broader nonprofit sector needs. By sharing widely within the philanthropy sector, we can reach more nonprofits and stakeholders with the opportunity to manage IT effectively.

• Technology Association of Grantmakers (TAG) is a membership organization of foundations, funders, and vendors, that shares knowledge and experiences with technology in philanthropy.
• Carolyn Woodard has been working in collaboration with Jean Westrick and Gozi Egbuonu at TAG to create a community of practice around better defining the challenges around IT support for nonprofits and grantees, and to gather and better disseminate best practices.
• When nonprofits have functioning and strategic IT they are 4 times more likely to be effective at achieving their missions. How, as a community, can the stakeholders come together in partnership to grow IT management capacity, IT funding, and IT strategic planning as a leadership component of any effective nonprofit?
• Together, TAG and Community IT curated a series of three events around this topic: a panel discussion with experts from providers, foundations, and TAG laying the groundwork of the issue; a mini-convening meet-up of interested stakeholders at the TAG Conference in 2025; and the release of a white paper in early 2026 outlining the nonprofit IT management landscape, existing resources, and areas for building out best practices.
• To join this community of practice and stay updated on events and publications, get in touch with Carolyn, through our contact us page or on Linkedin.

_______________________________
Start a conversation :)

• Register to attend a webinar in real time, and find all past transcripts at https://communityit.com/webinars/
• email Carolyn at cwoodard@communityit.com
• on LinkedIn

Thanks for listening.