By Anil Patel

While no one can replace Emily Hazell, a valued team member for the past three years, we are in the midst of seeking someone to take-on her roles & responsibilities. In under two weeks, we received nearly 150 applications for the role of Resource Development Coordinator. You can view the job description at http://www.frameworkorg.org/jobs.html.

The purpose of providing the specifics of this story is threefold:
  1. to share the process of writing, updating, and publishing position descriptions for staff and volunteers online.
  2. Share a model of participant engagement so volunteers & other staff can be involved with the vetting/evaluation/interviewing process.
  3. Show how cloud-based low cost and scalable tools make hiring staff and engaging skilled volunteers a transparent and inclusive process

In speaking with my colleagues who also must manage a small staff and largish volunteer core, one of the biggest points of pain is keeping position descriptions up-to-date. Best practices would suggest all position descriptions are updated once per year, which will become part of a national Standards Initiative across Canada. (Please view section D and E of Imagine Canada’s Standards Initiative. Framework falls into Level II - an organization with between 1 to 50 staff and under $5 million in revenue.)

Prior to our cloud deployment, which I’ll describe shortly, it was challenging to share the position descriptions, signed contracts and other HR related files & documents with my board and certain HR volunteers who helped manage the process. It was also tricky to engage my staff in the past to help write new job descriptions - like the one currently posted - in a collaborative manner. This time around, it was easy to get input and consensus for the final version.

It was then dead simple to post the description, broadcast through Charity Village and LinkedIn Jobs, and collect applications. The online form publishes entries directly into our SmartSheet environment. Within the SmartSheet, we’ve used a series of check-boxes, green-yellow-red dropdown and stars to denote who we want to interview. Using SmartSheets sharing features, it can be shared externally to our HR volunteers who can also assist in the vetting process. This is critical because other HR recruitment software applications are either robust (but expensive) or expensive (and siloed).

While I’ve been in San Francisco, my colleagues have been scheduling meetings using our Salesforce.com calendar and chatter environment. There are 10 people that we’ll be speaking with in the next two weeks, with the goal of extending an offer for mid-fall.

We will be using EchoSign to turn an offer into a contract in minutes/hours, and then I can report back to my board with incredible metrics about the candidate and the process. As you can see on our Sharesies page, Framework provides transparency on the nuts-and-bolts of HR management (click here).

Then, once the candidate-in-waiting officially joins our team - where ever he or she lives (it does not have to be in Toronto), we’ll have them ready to roll in our cloud Infrastructure - Salesforce.com, GoogleApps, Box.Net, & SmartSheet.

The illustration below pulls this together:
  • All position descriptions stored in Box.net (analytics & HTML embed is key)
  • SmartSheet Form wizard to accept applications online (URL sharing & HTML embed is key)
  • Current staff & skilled HR volunteers can vet & rank applicants (SmartSheet sharing permissions)
  • Efficient scheduling of meetings in Salesforce.com (permanent record of interviews & schedule)
  • Turn around signed contract effectively using EchoSign
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All of this to say, we hope that this process is scalable internally and shareable externally with other NGOs who face similar situations. Our goal is grow Framework & Team Timeraiser to live the values that we are promoting. We think this prototype - our 5th People Lens experiment - get us closer than ever. And while at first glance this might look complicated, we can promise you that in the long run the integrations are in fact simple and intuitive.

What your thoughts? Is there something that we’ve missed? Can you recommend any way to improve this?
 
 
Halfway through a very busy week, I thought I’d share a quick update. First off, it is important to give a big shout out to my colleagues at Ashoka*, Dom Bortolussi** and Peter Dietz. They’ve been wonderful connecting me, very last minute, to people in their San Fran network. Here is how the week is stacking up:

  1. Monday - Completed a draft of proposal to Toronto Community Foundation
  2. Tuesday - Meeting with TechSoup* & Dreamforce presentation, shared a beer or two with Box.Net staff
  3. Wednesday - Dreamforce Key Note, 3 hours at the Cloud Expo, meeting with SmartSheet engineers
  4. Thursday - Conference call with McConnell Foundation, meeting with Disqus** staff
  5. Friday - meeting w Taproot Foundation*, proposal to Government of Alberta, Dinner with Entrepreneurs Foundation

Sadly I don't think a meeting with the Hewlett Foundation or Google.org is going to happen this week, but hopefully soon.

The panel I was on yesterday, entitled “NPO’s and the AppExchange: Reviews and Recommendations from Real Users”, went well. The Salesforce staff will provide acurate feedback on how well (or not) we connected to the audience (250+ people). It was a diverse crowd, all at different stages of their tech strategies and Salesforce.com deployment.
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Just like a wind-up doll, I shared our Sharesies Motto: Information Once/Distributed Widely/Accessible Multiple Places’. Directing audience members to our IT portal - http://it.timeraiser.ca - was useful as I described why EchoSign, BoxNet and SmartSheet are a few of our favourite App Exchange Apps. Within the hour, we had nearly 100 web hits to the site. Here is the breakdown:
  • 32 hits to box-net
  • 31 hits to online-communications-strategy
  • 22 hits to ict-methodology
  • 17 hits to smartsheet
For the balance of the week, I hope to connect with another several dozen technologists about our Open Architecture methodology. If there is one thing that is obvious at the 2011 Dreamforce conference is the ecosystem that is being created around the enterprise cloud, mobile and social computing is happening at very fast pace.