Tech Training in Tech Training in a Poverty Law a Poverty Law

ProgramProgramLSNTAP Webinar SeriesLSNTAP Webinar Series

September 2007September 2007

This presentation can be found on This presentation can be found on LSNTAP.Org LSNTAP.Org

(www.lsntap.org/techlibrary)(www.lsntap.org/techlibrary)

PresentersPresenters

Sue EnchermanSue Encherman, Director of , Director of AdministrationAdministration- Northwest Justice Project- Northwest Justice Project

David TiloveDavid Tilove, Director of Info & , Director of Info & TechnologyTechnology- North Penn Legal Services- North Penn Legal Services

Steve GraySteve Gray, Techie Lawyer Guy, Techie Lawyer Guy- - LSNTAP & Legal Services of South LSNTAP & Legal Services of South Central MichiganCentral Michigan

Training OverviewTraining Overview

1.1. In House In House a.a. Northwest Justice ProjectNorthwest Justice Projectb.b. North PennNorth Pennc.c. LSSCMLSSCM

2.2. Out HouseOut Housea.a. LSNTAP TrainingsLSNTAP Trainingsb.b. Legal aid sponsored statewide, regional and Legal aid sponsored statewide, regional and

national eventsnational eventsc.c. Local nonprofit oriented eventsLocal nonprofit oriented eventsd.d. Self DirectedSelf Directed

3.3. What Has Worked for You?What Has Worked for You?

In House Training - IntroIn House Training - Intro

Surveying the Tech Training LandscapeSurveying the Tech Training Landscape

Does your program have a tech plan that is updated annually?Does your program have a tech plan that is updated annually?

If you have a tech plan does it include tech training? If you have a tech plan does it include tech training?

What percentage of your program tech training do you handle What percentage of your program tech training do you handle in house? in house? Less than 25%Less than 25% About ½About ½ More than 75%More than 75%

In House at NWJPIn House at NWJP

Training problem at NWJP we are Training problem at NWJP we are trying to solve: large multi-office trying to solve: large multi-office statewide program. Very expensive statewide program. Very expensive and time consuming to do in person and time consuming to do in person trainings.trainings.

Friday FundamentalsFriday Fundamentals: short : short webinars using Legalmeetings, held webinars using Legalmeetings, held on select Fridays on tech topics of on select Fridays on tech topics of interest to all staff.interest to all staff.

In House at NWJPIn House at NWJPFriday Fundamentals- Talk it UpFriday Fundamentals- Talk it Up

Hi Everyone:Hi Everyone:Our first training was a success! We had about 26 Our first training was a success! We had about 26

participants; 19 logged on thru Webex.participants; 19 logged on thru Webex.

Next trainingNext training:  Friday, January 12th    (They will be :  Friday, January 12th    (They will be the 2nd Friday of every month.)the 2nd Friday of every month.)

TimeTime: 1:30pm to 3:00pm (We are extending : 1:30pm to 3:00pm (We are extending trainings by 30 minutes to have time for questions- trainings by 30 minutes to have time for questions- some may end earlier- you can come and go as you some may end earlier- you can come and go as you please.)please.)

SubjectSubject: Working with Graphics in Microsoft Office : Working with Graphics in Microsoft Office Suite applicationsSuite applications

Trainer:Trainer: Sandy Rylander Sandy Rylander Contact:Contact: email Bridgette if you plan to attend. email Bridgette if you plan to attend.

Bridgettem@nwjustice.orgBridgettem@nwjustice.org

We did learn the following however and will institute We did learn the following however and will institute these rules for all future trainings;these rules for all future trainings;

We will start on time at 1:30 - please log on 5 We will start on time at 1:30 - please log on 5 minutes before we start minutes before we start

Please Please put your phone onput your phone on mutemute and take it off mute and take it off mute only to ask questions so office background noise only to ask questions so office background noise does not interfere with the call. does not interfere with the call.

Do not put the call on holdDo not put the call on hold or the whole conference or the whole conference call will hear music and no instructor. call will hear music and no instructor.

In House at NWJPIn House at NWJPKeep the Momentum GoingKeep the Momentum Going

Hi Everyone:Hi Everyone:Our second training was a success! We had Our second training was a success! We had

about 19 participants; 17 logged on thru about 19 participants; 17 logged on thru Webex and got great hints on using Graphics,Webex and got great hints on using Graphics,

Next training - #3Next training - #3:  Friday, February 9th   (They :  Friday, February 9th   (They are always the 2nd Friday of every month.)are always the 2nd Friday of every month.)

TimeTime: 1:30pm to 3:00pm (We are extending : 1:30pm to 3:00pm (We are extending trainings by 30 minutes to have time for trainings by 30 minutes to have time for questions- some may end earlier- you can questions- some may end earlier- you can come and go as you please.)come and go as you please.)

SubjectSubject: Creating/Updating a Table of : Creating/Updating a Table of Contents, Page Numbering, and Section Contents, Page Numbering, and Section Breaks in WordBreaks in Word

Trainer:Trainer: Sandy Rylander Sandy Rylander Contact:Contact: email Bridgette if you plan to attend. email Bridgette if you plan to attend.

In House at NWJPIn House at NWJP

Keep the Communication OpenKeep the Communication Open

Talk it up in newsletters:Talk it up in newsletters:

“The Friday Fundamentals series of 1.5 hour trainings over GoToMeetings.com continues to be a big success! 119 people from various geographic corners of the Alliance have participated in the first six trainings, which have included Creating Fill-In Forms, Tables of Contents, Working with Graphics, Using Styles, Using and Creating Tables in Word and Outlook Q &A. Trainings are held on-line on the 2nd Friday of each month. Email announcements are sent out to the ATJ Leadership listserv and to all NJP staff. Watch your email for the announcement of the September training.”

In House at NWJPIn House at NWJPSurvey Your StaffSurvey Your Staff

Use on-line surveys to determine Use on-line surveys to determine training needs for in-house trainings, training needs for in-house trainings, statewide conferences, etcstatewide conferences, etc

Ask often, ask directAsk often, ask direct Include all staff: attorneys, legal Include all staff: attorneys, legal

assistants, accounting , etcassistants, accounting , etc When you hear of a need- act on itWhen you hear of a need- act on it

In House at North PennIn House at North Penn

David Tilove, Director of Information and TechnologyDavid Tilove, Director of Information and Technology

Description of North Penn programDescription of North Penn program NPLS serves 20 counties in Northeastern Pennsylvania NPLS serves 20 counties in Northeastern Pennsylvania

from 12 staffed office ranging from 1 staff to 20. from 12 staffed office ranging from 1 staff to 20. Approx staffing: 30 attorneys, 16 paralegals, 33 Approx staffing: 30 attorneys, 16 paralegals, 33 support and admin About 10,000 square miles. support and admin About 10,000 square miles. Program budget of $6 million. Merger in 2001 from 4 Program budget of $6 million. Merger in 2001 from 4 pre-existing programs.pre-existing programs.

Major software; PRIME Case management, Major software; PRIME Case management, WordPerfect - migrating to Word, HotDocs (using WordPerfect - migrating to Word, HotDocs (using National Server) Bankruptcy software (Top Form and National Server) Bankruptcy software (Top Form and New Hope) New Hope)

In House at North PennIn House at North Penn Site-based Hands-on Trainings

A formal setting – i.e. computer lab, participants all in one place and hands on.

Rare: Used twice in the last 5 or 6 years for info on new case management software.

In-house trainers augmented by staff from other Pa legal services programs (Trainers trained and then spread out to train individual programs).

Excellent for hands on for large groups but used rarely because of cost and limited availability of facilities (largely community colleges)

Future options for smaller groups: Instant lab: 6-8 NPLS laptops in a meeting room of an area hotel with wireless internet and a projector.

In House at North PennIn House at North Penn All Staff Meetings

Held twice a year. Agendas include training, some CLE. Some tech training.

For advocates – demos of new HotDocs applications: for staff future care documents, bankruptcy pleadings intake scripts for housing problems.

For support staff: Increasing skills with Case Management system: research, reports, shortcuts.

Word training (most Word training will be on-line; some in person sessions need to see when the eyes glaze over) Three hour training for support staff on Word scheduled for staff meeting 9/28.

In House at North PennIn House at North Penn Office Tech Visits

Two tech staff. Intent is to visit each office at least twice

a year – separately or together, with an checklist going in but to provide help on those issues that don’t rise to the surface. The “Oh I thought that error message was supposed to pop up every time I turned on the computer – or “I just don’t notice that any more” or what you see when you look over someone’s shoulder and realize they don’t know how to work with more than one program open at the same time.

In House at North PennIn House at North Penn LegalMeetings

3 staff are now hosting regular meetings and trainings. Used 5 or 6 times a week. Very easy to set up and for staff to get on. Here are some training examples from this week:

First training of non-centralized intake staff on using structured intake questions in PRIME ( VLAS TIG project adapted for PA by NPLS) 1 hr 15 minutes, 8-10 intake staff

Secretary wanted to know how to get a report from PRIME of her office’s open dependency and termination cases showing the court docket number for the case of each child in the family. (Published court schedule shows docket # but not name)

In House at North PennIn House at North Penn Program Website Home Page

Most staff have this as their home page. The common reference point makes it easier at time to give instructions because people have a common starting point ( statewide web, reference center) and as easy access to tutorials, etc (see compliance page off staff home page) http://www.northpennlegal.org/staffhome.htm

Links point to Microsoft tutorials Friday admin mailing. We collect info from management

for a weekly email to staff. Tech section includes some tech tips. Links are repeated on the staff home page.

Example: reminder of help available from Lexis including a recorded session on basic skills and showing how to upload a brief and have the cites automatically checked.

In House at North PennIn House at North Penn Screencasts

PRIME Tutorials prepared by John Kemp http://www.northpennlegal.org/Tutorial/PrimeCalendarBasics.htm

Turbodemo (s/w used with PRIME tutorials). This is a narrated tutorial on using the Pa Legal Aid Network (PLAN) reference center. We had asked the statewide training coordinator to do session for our new staff. After the second one we distilled his presentation so as to add flexibility to our scheduling and not impose further on his time. It had been added to the reference center and tutorial is now being used by a number of other PA programs. http://www.northpennlegal.org/Tutorial/PLANRef/play.htm

Camtasia Studio- used for short Outlook tutorials http://www.northpennlegal.org/Tutorial/outlook1/outlook1.html

In House at North PennIn House at North Penn Snagit for Screen Captures

In House at LSSCMIn House at LSSCM

Steve Gray, Tech ManagerSteve Gray, Tech Manager

Description of LSSCM programDescription of LSSCM program LSSCM serves 14 counties in South Central LSSCM serves 14 counties in South Central

Michigan from 5 field offices and 2 Michigan from 5 field offices and 2 statewide offices (state support and statewide offices (state support and farmworker). 70 full-time staff.farmworker). 70 full-time staff.

Major software: Pika CMS, Word/Excel, Major software: Pika CMS, Word/Excel, Firefox and Thunderbird and Adobe.Firefox and Thunderbird and Adobe.

In House at LSSCMIn House at LSSCM Overview of Tech Plan

In House        Screencasts – Wink, Camtasia and Screen-o-matic Monthly CRP Calls Tech Quickies at every 1/4ly program meeting (all staff) Office Tech Visits - same day as office staff meeting Individual Sessions - phone + Teamviewer Intro to Program Tech document document

Out HouseOut House LSNTAP WebinarsLSNTAP Webinars Statewide Tech Taskforces and Annual TrainingStatewide Tech Taskforces and Annual Training Local NPO Tech SessionsLocal NPO Tech Sessions VTC Subscription – Self directed online tutorialsVTC Subscription – Self directed online tutorials

In House at LSSCMIn House at LSSCM LSSCM Highlights

Screencasts –Screen-o-matic is free web-based simple screencasting software. For details see me recent blog post - http://lsntap.org/Spiffy_screencasting

Monthly CRP Calls – We have a “This month in troubleshooting” running agenda item.

Tech Quickies - I get ½ hour at every (1/4ly) program meeting of all staff.

Individual Sessions – Teamviewer is free easy to use remote desktop sharing.

Intro to LSSCM Tech document – for students and document – for students and new staffnew staff

Out House OptionsOut House OptionsLSNTAP Trainings

Something for all Staff Accessible – short and attend from comfort of your

own office Upcoming Agenda:

SWEB111: The Power of XML for Poverty Law (and the SWEB111: The Power of XML for Poverty Law (and the Index Tool too!) (09/28/07)Index Tool too!) (09/28/07)

ED110: CyberPiracy & Predatory Practices: Protecting the ED110: CyberPiracy & Predatory Practices: Protecting the Client Community (10/12/07)Client Community (10/12/07)

LM102: Energizing Online Meetings and Trainings LM102: Energizing Online Meetings and Trainings (10/26/07)(10/26/07)

SUR103: Doing Online Surveys: A Primer on the Poverty SUR103: Doing Online Surveys: A Primer on the Poverty Law Survey Tool (11/16/07)Law Survey Tool (11/16/07)

http://lsntap.org/upcomingtrainingshttp://lsntap.org/upcomingtrainings

Out House OptionsOut House Options Legal Aid Sponsored Statewide Events

Michigan – Tech Day at the Roadshow Agenda:→ Taming Your Wiki - Part 3

Most legal aid programs in Michigan have set-up a MPLP hosted wiki. In this hands-on session we'll cover additional aspects of customizing your wiki.

→ Pika Update - What is going on in the world of Pika Case Management System both in Michigan and Nationally

→ Steve's Best Freebies 20 free apps that will change your life (or at least make some parts of it a little more tolerable).

→ Intro to OpenVPN - Is your program interested in setting up secure remote access to your office or between offices? Here's a free open source software tool that could do the trick.

→ Getting the most out of Mozilla Firefox - There are literally thousands of addon extensions that have been written to increase the functionality of Firefox - the popular open source web browser.  We'll explore as many of the spiffiest extensions that we can get in in an hour.

Also do ½ hour tech on each substantive day

Out House OptionsOut House Options Legal Aid Sponsored Statewide Events

Penn - PLAN statewide training conference has a tech track. Often scheduled in a way that limits participation to the techies, it is nonetheless useful as a springboard to other training efforts. Material is posted to the PLAN reference center:

Out House OptionsOut House Options Local Nonprofit Tech Events

Many areas have orgs that offer tech trainings designed for non-profits. Many areas have orgs that offer tech trainings designed for non-profits. For Example: For Example: NPower SeattleNPower Seattle

Out House OptionsOut House Options Self Directed Training

Virtual Training Center - Virtual Training Center - Bar Foundation purchased group subscription to online Bar Foundation purchased group subscription to online software training service for Michigan legal aid programs. - http://vtc.comsoftware training service for Michigan legal aid programs. - http://vtc.com

Tech Training in Tech Training in a Poverty Law a Poverty Law

ProgramProgramLSNTAP Webinar SeriesLSNTAP Webinar Series

September 2007September 2007

This presentation can be found on This presentation can be found on LSNTAP.Org LSNTAP.Org

(www.lsntap.org/techlibrary)(www.lsntap.org/techlibrary)