Editing Planning Admin Tools

In 202 Jeff Everingham prepared a document suggesting the objectives to be met by our administrative tools and a number of possibilities to meet them. This document will evolve as the EC (and other members with relevant experience) discusses them.

Please make your comments in the [Discussion] tab above. 

There is a page, [[Exec:Online Tools|Online Tools]], which includes both Marketing Tools and Administrative Tools. It has not been updated.  

The purpose of this page is to provide for inputt to the Party's effort to determine a suitable selection of Administrative tools.  

= Problems to solve =

# We need  to be able to share our calendars
# Resilience  planning / knowledge retention (i.e. if people leave, we don’t lose  everything)
# We don’t  have a good handle on our membership, and keeping data organized and  accessible
# We need a  good and easy way to strategize
# We need a  way to allocate action items and follow up
# Need a  way to track and assist people setting up CAs and registering candidates  (i.e. maybe some kind of dashboard?)
# All roles  and responsibilities need to be defined (some currently exist)

= Concerns =

# Costs
# Security / privacy
# Ease of use
# Ease of maintaining neutral subscription or transferring to another person
#Who has used it and why do they like it?

= Potential New Tools =

# Google Suite
# Microsoft Office / Teams
# Slack
# Trello
# Lucidchart
# Jira Software
# Miro
# Confluence
# Synology - might be more useful when we grow much larger (server based system)
# Azure Dev Ops (ADO) for huddle board - might be more useful in the future, overkill  right now
# Discord (used this for candidate communication during 2019 election)
#Sync

= Current Suite =

# Email - Zimbra (free, generally works but has occasional outages)
# Website/email blasts/CRM: Nation Builder (annual fee paid end of August)
# Payment processors: Stripe (previously used Paypal, Authorize.net (monthly fee of 39.95 paid by party credit card)
# Domain names: Dreamhost (annual renewal in November)
# Server: - Linode (<nowiki>https://www.linode.com/</nowiki>  - paid on party credit card)
# Document Management: BaseCamp (paid monthly by Coreen for reimbursement by party)
# Meetings: Zoom (switched in Aug 2020 from UberConference - annual fee paid by Coreen for reimbursement)
# Trello - for activity planning

= Google Suite =

== Option 1 - Free ==
■  Everyone gets this with a free gmail account

■  Gmail

■  Calendar

■  Meet

■  Drive

■  Docs

■  Sheets

■  Slides

■  Keep (i.e. to do app)

■  Meet/Hangouts (now free - allows video calls)

== Option 2 - Paid ==
Business Starter - probably their cheapest plan

Pricing estimate for business starter: $7.80 x 10 users x 12 months = '''$936 annually ($93.60 per user annually)'''

More details on versions: <nowiki>https://workspace.google.com/pricing.html</nowiki> 

= Microsoft Office / Teams =
Business plan: 

Pricing estimate: $6.40 x 10 users x 12 months = '''$768 per year ($76.80 per user annually)''' 

Business Basic Includes: 

# Teamwork and communication
## Host - online meetings and video calls for up to 300 people with Microsoft Teams
## Chat with your team from your desktop or on the go with Microsoft Teams
## Bring  together all your team’s chats, meetings, files, and apps so you can  easily connect and collaborate from one place with Microsoft Teams
## Create  team sites to share information, content, and files throughout your  intranet using SharePoint
# Web and  mobile versions of Office apps
## Web  versions of Word, Excel, PowerPoint, OneNote, and Outlook
## Mobile  versions of above apps for iOS and Android
## Co-authoring
# Email and  calendaring
## Email  hosting with 50 GB mailbox
## Use your  own custom domain name (for example, [[Mailto:yourname@yourcompany.com|yourname@yourcompany.com]])
## Business-class  email on mobile devices, tablets, desktops, and the web with Exchange
## Manage  your calendar, share available meeting times, schedule meetings, and get  reminders
## Schedule  meetings and respond to invitations with ease using shared calendars
## Set up  new user emails, restore deleted accounts, create custom scripts, and more  from anywhere
# File  storage and sharing
## 1 TB of  OneDrive storage for file storage and sharing
## Work on  a file and save it directly to OneDrive or SharePoint; your changes are  updated across your synced devices
## Share  files with external contacts by providing access or guest links
## Securely  share documents and send emails so only those with the right permissions  can access the information
## Access  and sync files on PC or Mac and mobile devices
# Security  and compliance
## Protect  your email against spam, malware, and known threats with Exchange Online  Protection
## Meets  key international, regional, and industry-specific standards and terms,  with more than 1,000 security and privacy controls
## Control  who and when someone has access to your business information with security  groups and custom permissions
## Create  password policies that require users to reset their passwords after a  specified number of days.
# Support  and deployment
## Around  the clock phone and online support
## 99.9  percent uptime guarantee
## Maximum  number of users: 300
## Licensed  for commercial use
# Tools to  build and manage your business
## Plan  schedules and daily tasks with Microsoft Teams
## Track  information and work that matters most to your team with Microsoft Lists 

More details on versions --> [https://www.microsoft.com/en-ca/microsoft-365/business/compare-all-microsoft-365-business-products Compare-all-microsoft-365-business-products] 

[https://teamsdemo.office.com/#/0/1 Teams Demo]:  

= Slack =
● '''Free version is probably sufficient for us to start'''

More details on versions: <nowiki>https://slack.com/intl/en-ca/pricing</nowiki>

[https://libertarian-group.slack.com/ssb/redirect?entry_point=homepage_nav Demo]:  

= Trello =
● Planning and tracking cloud app

● '''Free to use for basic features'''

Demo version: <nowiki>https://trello.com/b/Ga74KD8p/libertarian-party-of-canada-to-do-list</nowiki>

= Lucidchart =
● Great for building various charts (hierarchies, flow charts for processes, etc.)

● '''Free to use for basic features'''

○ '''Might be able to pay for a single or small number of logins and share amongst leadership team''' 

= Jira Software =
● Another option for project planning / to do lists

● Software is intended for tech/engineering companies, but can be used for anything where project planning is required

● Much more robust software, can assign users, deadlines, and much more

● '''Free for up to 10 users''' 

Demo: <nowiki>https://libertarian.atlassian.net/projects/M2/board</nowiki>

= Miro =
● Excellent online whiteboard app for collaboration

● Free for basic version 

[https://miro.com/online-whiteboard/ Demo video]: 

= Confluence =
● Free for up to 10 users

● Part of Atlassian suite (similar to Jira Software and Trello)

● Useful for knowledge retention / documentation (like a wiki) 

[https://libertarian.atlassian.net/wiki/spaces/MKTG/overview Overview Demo]:  

[https://www.projectmanager.com/ Project Management]

[https://www.aha.io/ AHA Web Site]

= Sync =
A [https://www.sync.com/ Cloud Storage] system,

Suggested by Serge Korovitsyn at our Executive Meeting August 8, 2022

Link to pricing: https://www.sync.com/pricing/ $6 per person per month. $60 x 12 = $720 per year. 

Needs to be researched and documented here.