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Using Open Atrium in Membership Organizations Wednesday, May 14, 14
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OA for membership organizations

Aug 27, 2014

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Page 1: OA for membership organizations

Using Open Atrium in Membership Organizations

Wednesday, May 14, 14

Page 2: OA for membership organizations

EVP, Strategy

Email: [email protected]

Karen Borchert

Twitter: @openatrium @karenborchert @phase2

Phase2

Wednesday, May 14, 14

Page 3: OA for membership organizations

What is Open Atrium?

Wednesday, May 14, 14

Page 4: OA for membership organizations

Open Atrium is open source collaboration software used to build intranets, portals, & collaboration

platforms for organizations.

Wednesday, May 14, 14

Page 5: OA for membership organizations

Features!

Wednesday, May 14, 14

Page 6: OA for membership organizations

Nonprofit Members Portal

Wednesday, May 14, 14

Page 7: OA for membership organizations

Nonprofit Members Portal

public information

Wednesday, May 14, 14

Page 8: OA for membership organizations

Nonprofit Members Portal

public information

member discussions

Wednesday, May 14, 14

Page 9: OA for membership organizations

Nonprofit Members Portal

public information

member discussions

social sharing

Wednesday, May 14, 14

Page 10: OA for membership organizations

Collaboration for Coworking

Wednesday, May 14, 14

Page 11: OA for membership organizations

Collaboration for Coworking

events

Wednesday, May 14, 14

Page 12: OA for membership organizations

Collaboration for Coworking

events

discussions

Wednesday, May 14, 14

Page 13: OA for membership organizations

Collaboration for Coworking

events

discussionsmembers-only information

Wednesday, May 14, 14

Page 14: OA for membership organizations

Collaborative Journalism & Learning Labs

Wednesday, May 14, 14

Page 15: OA for membership organizations

Collaborative Journalism & Learning Labs

group-level access

Wednesday, May 14, 14

Page 16: OA for membership organizations

Collaborative Journalism & Learning Labs

group-level access

resource management

Wednesday, May 14, 14

Page 17: OA for membership organizations

Collaborative Journalism & Learning Labs

group-level access

public-facing news

resource management

Wednesday, May 14, 14

Page 18: OA for membership organizations

Documentation & Intranet

Wednesday, May 14, 14

Page 19: OA for membership organizations

Documentation & Intranet

site & section members

Wednesday, May 14, 14

Page 20: OA for membership organizations

Documentation & Intranet

site & section members

clear access control

Wednesday, May 14, 14

Page 21: OA for membership organizations

Documentation & Intranet

site & section members

clear access control

media assets

Wednesday, May 14, 14

Page 22: OA for membership organizations

Documentation & Intranet

site & section members

clear access control

media assets

pure Drupal

Wednesday, May 14, 14

Page 23: OA for membership organizations

Documentation & Intranet

site & section members

clear access control

media assets

pure Drupal

Wednesday, May 14, 14

Page 24: OA for membership organizations

Colleges and Universities

Wednesday, May 14, 14

Page 25: OA for membership organizations

Colleges and Universities

microsites for departments

Wednesday, May 14, 14

Page 26: OA for membership organizations

Colleges and Universities

microsites for departments

public information

Wednesday, May 14, 14

Page 27: OA for membership organizations

Colleges and Universities

microsites for departments

public information

student portal

Wednesday, May 14, 14

Page 28: OA for membership organizations

Colleges and Universities

microsites for departments

public information

student portal

faculty resources

Wednesday, May 14, 14

Page 29: OA for membership organizations

Colleges and Universities

microsites for departments

public information

student portal

events

faculty resources

Wednesday, May 14, 14

Page 30: OA for membership organizations

So, why membership organizations?

Wednesday, May 14, 14

Page 31: OA for membership organizations

Wednesday, May 14, 14

Page 32: OA for membership organizations

How to think about a member site

Wednesday, May 14, 14

Page 33: OA for membership organizations

Groups are for people. Spaces are for work.“ ”

Wednesday, May 14, 14

Page 34: OA for membership organizations

Within a section

Your OA site accommodates anyone from the anonymous internet user to collections of members on your site.

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Wednesday, May 14, 14

Page 35: OA for membership organizations

Within a section

Your OA site accommodates anyone from the anonymous internet user to collections of members on your site.

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ACME's HR employees with access to multiple spaces

ACME's leadership with access to multiple spaces

G R O U P G R O U PM E M B E R S

Executives HR Department

Works on new policies in a restricted section

T E A M

Policy WritersEmployees

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Your OA site accommodates anyone from the anonymous internet user to collections of members on your site.

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ACME's HR employees with access to multiple spaces

ACME's leadership with access to multiple spaces

G R O U P G R O U PM E M B E R S

Executives HR Department

Works on new policies in a restricted section

T E A M

Policy WritersEmployees

+

+5�:RUN�6SDFHS U B - S PA C E

Wednesday, May 14, 14

Page 36: OA for membership organizations

So, a chapter-based organization...

Wednesday, May 14, 14

Page 37: OA for membership organizations

So, a chapter-based organization...

• Who are your people?

Wednesday, May 14, 14

Page 38: OA for membership organizations

So, a chapter-based organization...

• Who are your people?

• How do they interact?

Wednesday, May 14, 14

Page 39: OA for membership organizations

So, a chapter-based organization...

• Who are your people?

• How do they interact?

• What is the work that you do?

Wednesday, May 14, 14

Page 40: OA for membership organizations

So, a chapter-based organization...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

Wednesday, May 14, 14

Page 41: OA for membership organizations

So, a chapter-based organization...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

• How do your people accomplish that work?

Wednesday, May 14, 14

Page 42: OA for membership organizations

So, a chapter-based organization...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

• How do your people accomplish that work?

• Program managers, volunteers

Wednesday, May 14, 14

Page 43: OA for membership organizations

So, a chapter-based organization...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

• How do your people accomplish that work?

• Program managers, volunteers

• Plan shi!s, volunteer for shi!s

Wednesday, May 14, 14

Page 44: OA for membership organizations

So, a chapter-based organization...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

• How do your people accomplish that work?

• Program managers, volunteers

• Plan shi!s, volunteer for shi!s

• Tutor kids, report results

Wednesday, May 14, 14

Page 45: OA for membership organizations

So, a chapter-based organization...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

• How do your people accomplish that work?

• Program managers, volunteers

• Plan shi!s, volunteer for shi!s

• Tutor kids, report results

• Place to discuss; shared calendar

Wednesday, May 14, 14

Page 46: OA for membership organizations

So, a chapter-based organization...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

• How do your people accomplish that work?

• Program managers, volunteers

• Plan shi!s, volunteer for shi!s

• Tutor kids, report results

• Place to discuss; shared calendar

• Share a discussion forum and a calendar to coordinate volunteer needs and schedule shi!s

Wednesday, May 14, 14

Page 47: OA for membership organizations

Title Text

Wednesday, May 14, 14

Page 48: OA for membership organizations

Title Text

space

Wednesday, May 14, 14

Page 49: OA for membership organizations

Title Text

space

sections!

Wednesday, May 14, 14

Page 50: OA for membership organizations

Title Text

space

sections!

Wednesday, May 14, 14

Page 51: OA for membership organizations

Title Text

Wednesday, May 14, 14

Page 52: OA for membership organizations

Title Text

Wednesday, May 14, 14

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Title Text

space

Wednesday, May 14, 14

Page 54: OA for membership organizations

Title Text

space

sections

Wednesday, May 14, 14

Page 55: OA for membership organizations

Title Text

space

sections

groups

Wednesday, May 14, 14

Page 56: OA for membership organizations

Title Text

space

sections

groups

teams

Wednesday, May 14, 14

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An alumni organization might be...

Wednesday, May 14, 14

Page 58: OA for membership organizations

An alumni organization might be...

• Who are your people?

Wednesday, May 14, 14

Page 59: OA for membership organizations

An alumni organization might be...

• Who are your people?

• How do they interact?

Wednesday, May 14, 14

Page 60: OA for membership organizations

An alumni organization might be...

• Who are your people?

• How do they interact?

• What is the work that you do?

Wednesday, May 14, 14

Page 61: OA for membership organizations

An alumni organization might be...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

Wednesday, May 14, 14

Page 62: OA for membership organizations

An alumni organization might be...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

• How do your people accomplish that work?

Wednesday, May 14, 14

Page 63: OA for membership organizations

An alumni organization might be...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

• How do your people accomplish that work?

• Alumni, Alum board members

Wednesday, May 14, 14

Page 64: OA for membership organizations

An alumni organization might be...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

• How do your people accomplish that work?

• Alumni, Alum board members

• Meet up, network, find jobs

Wednesday, May 14, 14

Page 65: OA for membership organizations

An alumni organization might be...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

• How do your people accomplish that work?

• Alumni, Alum board members

• Meet up, network, find jobs

• Engage alumni, raise funds

Wednesday, May 14, 14

Page 66: OA for membership organizations

An alumni organization might be...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

• How do your people accomplish that work?

• Alumni, Alum board members

• Meet up, network, find jobs

• Engage alumni, raise funds

• Events calendar, Discussion, jobs board

Wednesday, May 14, 14

Page 67: OA for membership organizations

An alumni organization might be...

• Who are your people?

• How do they interact?

• What is the work that you do?

• What is needed to do that work?

• How do your people accomplish that work?

• Alumni, Alum board members

• Meet up, network, find jobs

• Engage alumni, raise funds

• Events calendar, Discussion, jobs board

• Meet up in person, Seek & pursue job opportunities, discuss

Wednesday, May 14, 14

Page 68: OA for membership organizations

Get Started!

Wednesday, May 14, 14

Page 69: OA for membership organizations

Give it a Try!

• Open Atrium is an open source distribution of Drupal code.

• It is free to download to anyone. (drupal.org/project/openatrium)

• Installing the code from Drupal requires technical knowledge and an understanding of Drupal.

• Less-technical teams can try out Open Atrium in a hosted environment, like on Pantheon. (getpantheon.com)

• A developer team can help you use or customize it.

Wednesday, May 14, 14

Page 70: OA for membership organizations

Within a section

Your OA site accommodates anyone from the anonymous internet user to collections of members on your site.

Open Atrium ships with the following types of content:

SITE Acme Intranet

+

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%HQHͤWV�'LVFXVVLRQ�)RUXP

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(PSOR\HH�%HQHͤWVS E C T I O N

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:LWKLQ�D�VHFWLRQ�DUH�FRQWHQW�LWHPV

HTML

Pages

Events

Discussions

S E C T I O N

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Open Atrium 2 Building Blocks

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Control who has access to what content from the individual member to multiple groups of users.

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OA lets you build the information architecture that meets the need of your content.

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Atrium Docs & Videos

docs.openatrium.com

vimeo.com/phase2

slideshare.net/phase2technology

Read & Watch

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Page 71: OA for membership organizations

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Page 72: OA for membership organizations

Wednesday, May 14, 14