Non-profit guide to launching Workplace
Download the launch checklists to make sure that you stay on top of launch requirements:
Launch Workplace for your non-profit in four simple steps
Prerequisites to get started: Your leadership team is on board, you are aware that launching Workplace is more a change than a technical project and you have defined two things that Workplace will be able to do that you can't do today.
1. Sign up and connect your Workplace
- Sign up for Workplace Advanced at facebook.com/workplace/workplaceforgood. Tick the box to confirm that you are a charity or educational institution. Download the Workplace and Workplace Chat apps to your mobile phone.
- Connect Workplace to your IT systems. Our technical resources have all the information you need for a successful IT deployment.
2. Build your Workplace
- Get buy-in and identify your Workplace project team: include a leader from each team at your organisation and add them as an admin on Workplace.
- Go to "Admin Panel" in the left-hand navigation bar > Go to "People" in the Admin Panel > Invite Workplace project team members by clicking the "Invite" button next to their name.
- Create your first project group with this team called "Workplace launch" where you and each team member will share updates on how the launch of Workplace is progressing.
- To create a new group, go to "Home" on the left-hand navigation > select "Create group" from the drop-down menu > Select "Teams & projects" > name the project "Workplace Launch" > add your Workplace project team members to the group. Note: it's by default a "closed" group. Content is only visible to members.
- Agree and create your core set of groups on Workplace. Consider whether the groups should be open, closed or secret. Here's some inspiration to get you started:
- Top-down to bottom-up feedback groups
Move company-wide email communications to an announcement group. Create a social group for all questions that are not directly work-related. You can also create announcement and social groups in each of your office locations.
Examples: "All-employee FYI", "London announcements", "UK social", "Company wiki"
- Team communication groups
Create a group for each team in your organisation and make the manager an admin of the group. This allows teams to communicate regularly, manage projects and stay updated between meetings.
Examples: "Fundraising team", "HR team", "Executive team"
- Cross functional collaboration groups
Collaborate across regions, languages and teams with open discussion groups to gather ideas and share feedback from everyone in your organisation.
Examples: "Festival fundraising project", "Volunteering opportunities", "IT Helpdesk", "Marketing XFN". Also think about having a feedback group for each team so that everyone knows exactly how to contact them, such as "Marketing feedback", "IT feedback", "Workplace tips & tricks". Ask the manager of the respective team to pin a post with all the key information and links to documents at the top of the group.
- Volunteers and partner groups
Use multi-company groups (MCG) to collaborate with volunteers and partners who are not part of your organisation but who you work with regularly. Create the group as type "multi-company" and invite volunteers/partners with their work email. They don't need to have a Workplace account yet. You can share in the same way in these groups but external members won't have access to your internal groups.
Examples: "Volunteers FYI", "Japan volunteers", "EasyJet/Unicef partnership"
3. Prepare your organisation
- Set up the accounts for all employees on Workplace. Make sure that you include as much information about them as possible, especially the manager email, as this will inform functionality such as the org chart on Workplace. Once all employees are set up, they can be added to the respective groups.
- Go to the "Admin Panel: > go to "People"> Select "Add people" from the top right-hand corner > choose your upload method, e.g CSV file > select "Invite when I'm ready".
- Choose a launch date and build excitement. Set a date for your launch. We find that Tuesday to Thursday are the best days for launching. Start communicating with your organisation about it to build excitement. The launch of Workplace will be the start of a different way of working, so take this time to plan fun events and a video or live message from your CEO to mark this milestone.
- Build your plan on what work will move to Workplace on launch day. We recommend moving all email list communications to Workplace groups exclusively. Make sure that it is part of your communications plan to encourage employees to claim their Workplace accounts on launch day so that they don't miss out on important information that's only shared on Workplace.
4. Launch Workplace
- Officially launch Workplace to your whole organisation!
- Go to the "Admin Panel" > Select "People" from the navigation bar > click "Invite all" and personalise the message you send.
- Celebrate your launch! Everyone should be excited to join Workplace and celebrating the launch is a great way to build that excitement.
- Start communicating and collaborating with your employees on Workplace
- Post your first organisation-wide post in your FYI group and build excitement for Workplace by having your leaders go live to share updates and to celebrate major milestones.
- Schedule a member of your leadership team to go live on Workplace the week of the launch to build excitement and encourage each member of your organisation to claim their Workplace account. Start promoting this in your pre-launch communications so that no one misses the event.
- Before sending an internal email, ask yourself if this would be relevant for others. If so, post it on Workplace instead.
For more information on how to successfully launch Workplace, join the Workplace multi-company group Launching Workplace to your organisation. Here you will learn more in-depth best practices to launch Workplace.
Workplace FAQs for non-profits
- Am I eligible for free-of-charge usage of Workplace Advanced? And how many users will be free?
- All non-profits that are registered with TechSoup and are not identified as a governmental entity or organisation are eligible for a Workplace Advanced without charge. Some types of organisations are excluded, e.g. political or lobbying agencies, labour unions, government agencies and certain types of educational institutions. There is no limit on the number of users.
- Can I add people from a different email domain?
- Yes. If your organisation uses multiple email domains, you can add these to Workplace.
- To collaborate with people from other organisations, use a multi-company group. This will allow volunteers and partners to communicate with you without getting access to your internal groups.
- How many groups should I create?
- Create a base set of the core work groups and a minimum of social groups. For an organisation of around 50 people, 15 groups is a good ballpark figure to start with.
- How can I onboard volunteers?
- Create a multi-company group (MCG) and invite volunteers via email. Add a pinned post to the top of the group with important onboarding information along with a link to other volunteer MCGs that they should be a part of. Encourage them to ask questions in this group.
- Alternatively, you can include the volunteers directly in your Workplace community. This will mean that they will have access to all staff content in open groups. To do so, follow the same steps to "add people" as you would for your staff.
- How do I keep engagement high on Workplace?
- Remember what you were trying to set out to do when you started this project. Revert back to this to ensure that the value of Workplace to the organisation remains high.
- Moving all email lists and internal communications from email is a great place to start. Take advantage of rich media formats, such as photos, videos, 360 videos and live broadcasts. Share exclusive communications on Workplace only to encourage employees to claim their Workplace account and to regularly log in to Workplace. Managing projects with project groups in Workplace is another way to bring the work you used to do in other tools and email onto Workplace exclusively. Consider with every email that you write and receive whether the content could be relevant to others. If so, post on Workplace instead.
- Many organisations start with top-down communication from executives. People managers can also help boost engagement on Workplace when they commit to using Workplace for all team communications. This could include general team updates, team meeting notes and weekly "top of minds" to share what everyone plans to work on that week.
- Connect Workplace to the tools you use every day to streamline workflows and cut down on the need to work out of many tools. Workplace integrations help streamline your workflows so that work is getting done more efficiently. Learn more on our Integration Directory.
- Will Workplace always be free to non-profits?
- There is no intention to charge non-profits for Workplace. In June 2018, we launched Workplace for Good and renewed our commitment to donate Workplace Advanced free to non-profits and educational staff.
- How can I get additional help to launch Workplace?
- The Customer Resource Centre (you're here now!) has a wealth of turnkey resources to help you prepare for your launch and strategies to keep engagement high.
- Workplace partners are also available to help you. Find a partner in your region here.
- Do you have a community where I can connect with other non-profit organisations on Workplace?
- Yes! You can join the Workplace for Good MCG with more than 2,500 people who work in and are passionate about non-profits.
- What level of security does Workplace provide?
- We are serious about security and you can learn more here.