I was asked to present in my local nonprofit group... of course, I said yes (you should, too)! Things in the SF admin world are so tumultuous and pressured that last couple of years (every discussion group and survey shows admin are stressing about the fast pace of change and growth in scope of the admin role). I felt that a 15-year perspective on things that I've gotten to implement that have stuck and had lasting value. And there is one speculative area (about.... AI, of course) at the end, but even that for me is the fruit of 18 months of off and on again experimentation and work, so I think it's proving value, too.
Anyway... here are the slides in Canva. You can comment there. And here is the video on youtube, where you can also comment.
Slides: https://canva.link/zynyzt86hxom35t (somebody open and comment so I know it works)
Video: https://youtu.be/nW2m-ElLn1w (somebody open and comment so I know the link works, sound is there, etc)
Topics: 15 years of standing the test of time
- NPSP
- Anonymizing Clients (Core)
- Taking CRM to the Streets (mobile)
- Story Bank / Publishing (core)
- Event container (my version of PMM built before PMM)
- Self-service (Experience Cloud)
- Inventory (core)
- Activating Teamwork (core + NPSP Engagement Plans)
- AI workloads in the cloud (my 18 month output)
It's a bit humbling to see 15 years of hard work reduced to these handful of points, but they are highly valuable to the ministry and our constituents and have stood the test of time (except the last one, of course... we'll see, but it's broken even easily in the last 3 months so very promising).
I have promised to do a recorded "screenside" or maybe "poolside" chat in July about my 18 months of AI discovery and implementation, hosted by one or two inquiring Trailblazers.
A bit about how I made this presentation: AI (NotebookLM) constructed the timeline and features in conversation with me grounded in our unstructured implementation documents (a few hundred pages of google docs). I focused on things that lasted, no detours, no "upgrades" just the working good stuff that added value for the team and our constituents. I then asked AI to make slides (NobeookLM) with some prompting and revision. Then I exported them to Canva where I added the screen shots and hid text that I didn't agree with or think needed to be there. It's not perfect, but it's far better than I would have done unaided.
Hint: start writing down every little project you take on in SF. The data you collect is a goldmine. You can keep is simple: Title/date, user story bullets (what does the end user expect to happen or get better), implementation plans or idea bullets, testing method bullets, screen shots of the key pieces. Nothing more is needed to have a goldmine treasure chest in a year or so! I don't look around my org anymore when I need to pinpoint where something is or when I did it. I ask my documents, "What's the name of that flow I build to xxx? When did I do that? What's the major history of changes?" Then I go to work a bit more informed, memory refreshed, and make a new entry when I get it done! It could be structured data, but why bother.
