Free course · Lesson 5 of 5
Using Trello, Asana, Google Forms & Excel
In this lesson you will
- Use a task board
- Build an indicator tracker
A small set of accessible digital tools covers most day-to-day project management and M&E needs without requiring specialized (and expensive) software.
- Trello / Asana: Visual task boards for tracking who's doing what and by when — useful for small to medium teams.
- Google Forms: Free, mobile-friendly data collection that automatically compiles responses into a spreadsheet.
- Microsoft Excel: Budget tracking, indicator tracking tables, and basic data analysis for reports.
- Choose tools based on your team's actual connectivity and device access — a well-used paper form beats an unreliable digital one in low-connectivity areas.
Practical Skill: Set up a free Trello or Asana board for a sample project with at least 3 task columns, and build a Google Form matching the data collection form from Module 3.
=== NGO PROJECT MANAGEMENT TOOL SETUP === [ ] Trello or Asana board created with To Do / In Progress / Done columns for your project[ ] Google Form created matching your data collection needs[ ] Google Form responses linked to a Google Sheet automatically[ ] Excel budget tracker set up with Planned/Actual/Variance[ ] Team briefed on which tool to use for which purpose[ ] Backup plan in place for low-connectivity field locations (e.g. paper forms, entered digitally later)
Practice exercise
Set up a task board with five project tasks and a spreadsheet tracker with baseline, target and progress for two indicators.
Key takeaways
- One board per project
- Trackers show progress against targets
- Fewer, well-used tools work best
Free self-study lesson — no certificate. For the full instructor-led program, see registration options.