Using tech

Tips, advice and stories of how charities are embracing digital, and suggestions for how funders can support them.

What does ‘tech’ mean?

If you’re a charity, digital can be a daunting challenge. Here’s what ‘tech’ and ‘digital’ mean in practice:

  • Basic access to hardware and infrastructure: broadband, smartphones, laptops
  • Internal systems and processes to increase organisational efficiency: accounting systems, documenting sharing, etc.
  • Flexible communication tools for service users and other stakeholders: e-newsletters, social media, video conferencing, online design tools
  • Tech to support service delivery: databases, case management, web-based forms and surveys for data
  • Digital-first products and services: mobile apps, virtual reality apps, medical devices

Where to start

Five suggestions for small voluntary organisations

Embrace tech as much as possible

  • ‘Just go for it and try it out’
  • ‘Embrace the tech available at the level you want it’
  • ‘Embrace it as much as you can with the capacity you have’
  • ‘Don’t fear tech …’

Be strategic, start with a purpose, and actively manage the introduction of tech

  • ‘Think about its purpose before implementing something that looks good’
  • ‘Have a good project manager and have a good understanding of full costs’
  • ‘Just because it’s popular, doesn’t mean it’s right for your service’
  • ‘Don’t do too much at once’
  • ‘Spend a lot of time trying to find the right solutions’

Allocate resources

  • ‘It’s important not to underestimate the time and financial implications of researching, purchasing and implementing’
  • ‘There is no gain without some initial pain … but the benefits are enormous’
  • ‘Budget, but be prepared for delays and additional costs’
  • ‘Give it enough time – tweaking and improving it takes time’
  • ‘Allocate resources to training staff and implementing tech’

Seek advice and support

  • ‘Be open to asking for help and advice’
  • ‘Get the right advice for your particular service as “one size fits all” does not work’
  • ‘It’s important to speak to other, similar organisations to obtain help and advice’

We’ve compiled resources to help small voluntary organisations on their tech journey.

Catalyst Live and Online Storytelling Service

Click here to see how you can map your response to change using digital and tech approaches.

[btn url=”https://www.thecatalyst.org.uk/posters/live-and-online-storytelling-service” style=”primary”]Catalyst ‘Live and Online Storytelling Service'[/btn]

NCVO digital and technology resource page

Click here for a useful resource page to plan and support your approaches with content on leadership; strategy; designing activities; services and products; funding; accessibility; data insights; cybersecurity, and communications.

[btn url=”https://beta.ncvo.org.uk/help-and-guidance/digital-technology/” style=”primary”]NCVO digital and technology resource page[/btn]

Hybrid working by DigiLeaders

Click here to read Zoe Amar’s tips on how to approach hybrid working.

[btn url=”https://digileaders.com/how-to-make-the-right-decisions-about-hybrid-working/” style=”primary”]Hybrid working by DigiLeaders[/btn]

#BeyondTheRules blog by Dark Matters Lab

Click here to read the #BeyondTheRules blog by Dark Matters Lab, exploring practical tools for a new type of organising, with the purpose of creating ‘public good’.

[btn url=”https://provocations.darkmatterlabs.org/beyondtherules-e3ab44f0dc3″ style=”primary”]#BeyondTheRules blog by Dark Matters Lab[/btn]

Catalyst ‘Success Stories’ feed

Click here to be inspired by the successful tech stories by other organisations and to submit your own!

[btn url=”https://www.thecatalyst.org.uk/case-studies” style=”primary”]Catalyst ‘Success Stories’ feed[/btn]

Third Sector Forum

Click here to see a list of groups for support with digital, service design, data, communications, marketing, social media and fundraising.

[btn url=”https://www.thirdsectorforums.co.uk/” style=”primary”]Third Sector Forum[/btn]

Catalyst resources page

Click here for your one-stop shop for all the tech and digital resources out there for voluntary organisations.

[btn url=”https://www.thecatalyst.org.uk/resources” style=”primary”]Catalyst resources page[/btn]

Funders collaborative hub by ACF

Click here to learn about the initiative that enables increased understanding, closer alignment, and opportunities for funder collaboration in response to Covid-19. It aims to enhance the effectiveness and impact of individual and collective responses by funders.

[btn url=”https://www.funderscollaborativehub.org.uk/” style=”primary”]Funders Collaborative Hub[/btn]

Catalyst’s transition

Click here for more information on how Catalyst is changing.

[btn url=”https://www.thecatalyst.org.uk/news/were-changing#” style=”primary”]Catalyst’s transition[/btn]

With funds and time tight, don’t reinvent the wheel, use the experiments of other small charities and experts to guide decisions and involve service users in testing.

How funders can help charities with tech

Develop your digital literacy

If you want to be an effective funder of small organisations, you need to develop your digital literacy or to partner with organisations that can provide this expertise.

Recognise best practice

Ensure assessment processes do not disadvantage the iterative nature of digital development, and work to ensure assessment structures and decisions reward recognised best practice (such as Better Digital Services and the Charity Digital Code). That means treating digital confidence and competence as a ‘must have’ rather than a ‘nice to have’.

Accept learning and changes as a necessary part of developing digital services

Become familiar and confident in processes that manage risk and minimise waste in digital projects. This confidence includes accepting learning and change as a necessary part of developing services in a digital context – build flexibility and support into your processes, systems and reporting.

Accept learning and changes as a necessary part of developing digital services

Failure as part of learning is a positive – as long as it is in pursuit of charitable goals.

Support infrastructure, training and experimentation costs

Think seriously about how you might support the infrastructure, training and experimentation costs associated with ‘digital transformation’ in small organisations, in order for them to be resilient and fully able to respond to the changing needs of their communities. Small organisations cannot be expected to take a leap forward without proper, flexible support.

Talk about tech and share knowledge

Funders can develop and share knowledge about tech and its use, and, where appropriate, help to stimulate small voluntary organisations to experiment more. Talking about specific examples of use is central to broadening the horizons of what’s possible and appropriate in different contexts. Facilitating spaces for these conversations enables both small voluntary organisations and funders to learn and develop together.

Responding to change

Key points for small charities

Covid-19 forced charities to experiment with tech. For many, this enabled them to become more accessible and relevant to their communities, and to explore new ways to tackle the digital divide. We followed the journeys of four charities responding to Covid-19 through digital.

  • Everything now includes a digital or tech element – and many charities are leading the way
  • We know digital is not always inclusive – how can we start to change that?

Small charities have come up with bold, creative and thoughtful ways to maintain contact with users digitally. They followed digital best practice in reusing what’s out there, as well as testing and tweaking as they go. By responding in this way, charities have proven that digital is indeed possible – and sometimes even preferable.

How can I do this?

  • Take time out to understand the existing digital habits and preferences of the people your organisation supports, as well as those of your own team. What devices and tools do they have access to and use already? How do they use them? What might they be comfortable with trying, given a little support?
  • Experiment with new tools and delivery models. Focus on the smallest, quickest or cheapest step you can take to test something new and see if it works for people. Take a look at what you already have that can be adapted. Follow best practice digital service design principles.

Read More →

Many small charities have been driving new practice around what inclusive, human connection-focused and responsible use of digital looks and feels like.

  • Be bold and experiment with new tech. Don’t wait for a global pandemic to try new things!
  • Set a clear objective for your tech project.
  • See whether a tech product that will meet your needs is already available. Unless you are doing something unusual, off-the-shelf will often give you what you need at a reasonable price. There are countless free tools you can reuse, many of which require no coding knowledge at all, and also other charities’ services you could repurpose.
  • Test, trial and pilot new tech before you implement it fully.
  • Reach out to other charities to seek advice and share learning about tech.

The pandemic has magnified the digital divide – small charities have been trying to find ways of resourcing blended service models that offer choice and cater for a wide spectrum of digital access and confidence levels. While concerns over digital exclusion have led to some hesitancy over the use of tech, charities understand that achieving digital inclusion can unlock people’s access to a vast array of services and resources.

We believe these granular insights into how small charities have embraced digital tech over the pandemic complement broader work around how digital tools and approaches are used by the sector. We hope this supports both charities’ and funders’ thinking about the role of tech – for their own organisations and the sector as a whole.

Annie Caffyn, Researcher at IVAR and Ellie Hale, Catalyst Producer at CAST

Case studies

Embrace a blended service model

Rape and Sexual Abuse Support Centre (RASASC) North Wales shared their story with us for our latest report Response to change: how small voluntary organisations are using tech. Their case study shows how a blended service model supported their service users; they also share their plans for using digital to improve their reach.

RASASC is a support centre for victims of rape and sexual abuse. The charity offers specialist therapy, counselling and support to people who have experienced sexual abuse. The organisation has been running for over 35 years, with its main office based in Bangor and counselling outreach centres located across the whole of North Wales.

Before Covid-19, RASASC started piloting an online counselling service. North Wales is a large area with limited transport connectivity, so providing an online option helped RASASC reach more people. When Covid-19 restrictions were put in place, they continued developing their service, which included email support and online counselling. Although referral rates dropped at the beginning, it offered another access point for service users and limited possible disruptions to the therapeutic process’. RASASC sourced additional training and supervision for staff members to ensure that services could continue safely online.

Some of RASASC’s service users were initially reluctant to go online: ‘A lot of our clients deferred and wanted to wait for face-to-face again. Those who wanted to go online did and data suggests that they still experienced therapeutic benefits as those who accessed therapy face-to-face. Clients also reported that they benefitted therapeutically from our online therapeutic intervention. We then contacted those that had deferred after two months and most came back as they realised they wouldn’t be able to continue with face-to-face for some time – they also reported the positive benefits of RASASC online therapeutic intervention.’

At the same time, RASASC was aware of the limitations of online services. Not everyone in the region has the necessary computers and webcams at home, and some lack broadband and Wi-Fi access. There were also safeguarding issues to consider: ‘We had to stop our children’s work as it wasn’t ethical to continue working online with young children. We had to source funding to reconfigure our centre so we could continue face-to-face services with children and high-risk clients in a safe manner’.

A therapy room at RASASC North Wales.

RASASC plans to continue to offer both, with face-to-face delivery in the future: ‘We’ll be offering choice to clients moving forward, acknowledging the fact that both online and face-to-face delivery of services is of benefit for the organisation and, most importantly, our clients’. They are also challenging themselves to improve their services further by exploring online group therapy. In addition, they are looking at how they can use social media and online services to reach the hard-to-reach and marginalised survivors, such as male, LGBT and disabled clients.

Overall, RASASC has realised that digital has to go hand-in-hand with face-to-face service delivery: They have to coexist together’.

Work towards digital inclusion

Integrate UK shared their story with us for our latest report Response to change: how small voluntary organisations are using tech. Their case study demonstrated how they have used tech to bring young people together virtually and creatively during Covid. 

Integrate is a youth-led charity based in Bristol. They aim to empower young people to actively transform the society they live in and to take an equal role in a cohesive and representative society. Topics the young people work on include racism, forced marriage, female genital mutilation (FGM), sexual harassment, extremism and homophobia. Tech is embedded into their work at Integrate; ‘Tech plays a huge role in opening access… It’s using all these tools to discuss sensitive, deeply engrained topics and empowering young people’.

Lockdown exacerbated inequalities: ‘Children we work with are faced with multiple socio-economic challenges as well as other challenges’. Some of the young people they work with didn’t have access to IT equipment: ‘We managed to secure a grant for 17 digital kits so that those young people who didn’t have equipment were able to engage’. Not only did the equipment help young people with their school education, but it also opened up access to an array of resources and services that they wouldn’t have access to otherwise.

Knowing that young people had internet access, Integrate then offered a range of online activities. For example, weekly pastoral calls, online music recordings, adapting their school workshops to be delivered online, and online creative workshops. Integrate also launched a tutoring scheme: ‘We found university students and matched them up with young people’. One participant went from a 4 to a 9 (D to a high A*) and another went up two sets.

Integrate is seeing significant benefits from greater digital inclusion. Delivering their services online has enabled them to continue bringing young people together from different backgrounds: ‘Relationships form between the young people – from opposite ends of town, different races and backgrounds – all meeting on zoom as if they were old friends’.


A short animation by Integrate UK and their service users. It was developed over Zoom, with short, socially distanced shoots in the summer to introduce the young people before they became animated versions of themselves.

Knowing that they can overcome digital exclusion, Integrate plans to sustain the use of tech: ‘We will continue using Zoom as this means the workshops are more accessible to those who can’t come to the centre. There will now be the option of both: to join remotely or join the workshop in person. We’ve become more familiar and accustomed to using online platforms – that will never disappear’.

Repurpose existing tech

Saving Lives shared their story with us for our latest report Response to change: how small voluntary organisations are using tech. Their case study shows how they repurposed their existing software to cater for a new need. 

Savings Lives is a national charity based in Birmingham, with an income of less than £0.5m in 2019. The charity aims to provide easy testing for blood-borne viruses such as HIV and Hepatitis. They aim to reduce the stigma around these tests and ensure the testing process is as uncomplicated as possible; ‘Tech is short circuiting the stigma and bringing accessibility’.

Saving Lives developed a software and database system that enabled service users to request a blood test kit online which is then delivered by post. The system manages all incoming tests, processes test results and delivers the test outcome to the service user. The software provides efficient and effective end-to-end management of the testing process.

When Covid-19 emerged, Saving Lives quickly realised that their software and database system could be repurposed to manage Covid testing programmes. ‘We had created a system for requesting postal tests and then delivering the results. The laboratory we worked with deals with public health issues. We repurposed the system to deliver their Covid screening programme. They needed something quick that they knew already worked with their lab systems. We flipped and moved quickly into that size of a thing… So, we’re a sexual health and blood-borne virus charity, but in the context of the pandemic, we switched to respiratory virus work in the context of Covid. It kept us busy but, at the same time, sexual health clinics have closed so some of our clients have increased their [online] tests 10 fold’.

Saving Lives found that the system they had developed for their own needs could be adapted to become an off-the-shelf system for someone else, exceeding their expectations of the software’s usefulness. ‘Our experience demonstrates that if you build a system to do a specific thing, it’s likely it will also be helpful for other things that are similar’. For the labs, the Saving Lives product was an established solution and was effective enough to run their Covid testing programmes: ‘We didn’t build a system that only did what we wanted it to do. We built a system that could do what other people might want it to do as well. It’s not a Swiss army knife, but it can be built in a variety of shapes’.

Be bold and experiment

Chilli Studios shared their story with us for our latest report Response to change: how small voluntary organisations are using tech. Their case study shows how they use tech to monitor and evaluate the influence of their services. 

Chilli Studios aims to improve mental health through creativity. Based in Newcastle, they deliver services to people experiencing mental health difficulties and other forms of social exclusion: ‘We’re community focused… Art is the central tool but it’s about bringing people together and creating a strong community of support through creative activities… people get to a better place and form better relationships and have hope’.

Alongside developing a podcast and a wellbeing subscription inbox during Covid-19, Chilli has continued using technology to improve how they monitor and evaluate the influence of their services. At the outset, their objective was clear: ‘We wanted to develop a sense of whether we’re making a difference in people’s lives, and to some extent prove it’. Pre-Covid, they began to consider options for gathering data on how their users were experiencing their services and programmes.

Working with an IT specialist, they developed an app for service users to record their mental health and how they experience the service. This data is then fed into their existing Customer Relationship Management (CRM) database. ‘We wanted to see how well people are progressing. For example, with creative writing [classes], are they showing improvements in their wellbeing? Not just saying ‘it’s good’ or ‘bad’, but to give us a sense of the benefits and its value. Then with that data, you can consider how to improve things and measure those improvements, and articulate that to funders’.

Each service user enters data into the app which is linked to their individual membership data on the CRM database, making data collection easier. While a small number of service users may show resistance to using the app and others will take time becoming comfortable with it, they are sure the app will become part of their everyday life.

The app will make a big difference to Chilli, helping them to understand how their services make a difference in the lives of their service users. Chilli also feels more confident about the future as the app is ‘making us ready for the future and the different kinds of needs we’ll have’.

What can other SVOs learn from Chilli Studios’ experience? ‘We have lots of big ideas… We could be throwing money into something that is a waste of time. So, my advice would probably be understanding what the need really is and researching it first’; ‘Collect in a simpler and often more powerful way.’

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Many thanks to Justlife and Integrate UK for the photos used on this page.

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