Microsoft Teams and Office training for nonprofit staff

Most nonprofit trouble with Microsoft 365 is not the license. It is that the grant file, the case note, or the board deck lives in one laptop or one personal inbox. Training here means practicing the few moves that put that work back in the program's Team, so a departure does not take the history with it.

TRUE.org workshops are built from the tenant you already have, for staff in the United States and Canada. Leaders get a short briefing. Staff get a session they can repeat. We do not run a generic product tour, and we do not issue Microsoft certifications from these sessions.

Create a Team for the program, such as the pantry, the clinic, or the scholarship, rather than a new Team for every meeting. Add channels for the real workstreams: intake, volunteers, and the board packet. A standard channel is visible to the Team. Use a private channel only when that file must stay with a smaller group, because everyone else in the Team cannot see it.

Keep meetings that belong to the program as channel meetings when you want the chat and the recording to stay with the channel. A private calendar invite keeps both in personal mailboxes. That is the wrong place for a standing case review and a reasonable place for a one-off call with someone outside the organization.

Put the working copy in the channel's Files tab. That tab is the SharePoint library behind the Team. It remains when a staff member leaves. A file that exists only in someone's OneDrive, or only as an email attachment, does not. When the file has donor, client, or student information, share a link with people in the organization rather than a link anyone on the internet can open. Word, Excel, and PowerPoint can edit that same file together.

A shared mailbox lets several staff read and reply as the organization. Forwarding the program address to one person stops when that person is out, and the history leaves with them. A shared mailbox is created by whoever administers the tenant. Staff should not be global administrators just to read the program mail. Outlook rules can file newsletters out of that inbox. They should not auto-forward the program's mail to a personal account.

We start from the task you name: a weekly program meeting, a shared grant folder, or the inbox volunteers keep missing. The session uses your sites and your files. Admins can take a separate hour on who may create Teams, who may invite a guest, and how to recover a file someone deleted.

We do not publish a seat price or a course length on this page. Write to hello@true.org with the task and about how many staff need to be in the room.