I’m sure that most of my readers are the “Family IT” people to their relatives. You know, the kind of person that gets regular phone calls from parents, aunts, uncles, cousins, brothers, sisters, grandparents, kids, etc.
I have filled that role since I was probably 13. Most of the time I would just get annoyed, but now, in my infinite maturity (
), I have fully accepted this responsibility. Here are the 10 steps you (and I) should take to win the Family IT Guy award… come on, you know you want it!
Step 1: Get a Good Backup Strategy
It starts with a backup strategy. I have a 500GB Western Digital My Book that takes images of my home PCs and stores them. This pretty much works, except when my house burns down I have nothing. My wife has about 45 GB worth of family photos and digital scrapbooking material. It would be catastrophic to lose all that stuff. It’s irreplaceable. Other data that is important to backup are digital scans of driver’s licenses, social security cards, birth certificates, tax forms, etc.
So I setup both of our computers (mine and my wife’s) on Carbonite online backup. Carbonite installs a little background process that will backup your files behind the scenes. It’s less than $50/year and you can store unlimited data. Your data is encrypted and uploaded and you can pull it down at any time.
It also installs a little explorer overlay icon that shows you a blue, green, or yellow dot. Green means backed up, so your family knows they’re safe.
Step 2: Keep Spare Parts Around
I can’t begin to count how many times a family member has asked me for a network cable, or a sound card, or a network card, or just about any other piece of hardware that a computer needs. Since I do a lot of tinkering with computer hardware, I tend to have a lot of spare parts.
Your uncle will appreciate not having to order a new sound card for $15 at the local computer shop or (gasp!) online at newegg.
Step 3: Keep a Digital Toolbelt on you – A 2GB USB Drive
I have a copy of every tool from SysInternals on my USB Key. They are invaluable when digging deep into Windows problems.
I also put portable apps such as Firefox Portable my thumb drive. This allows me to run a better browser when nothing but IE 6 is installed.
Also grab a copy of ClamWin Antivirus Portable (or regular version) or another free AV program. You never know when you’ll have a cousin jump out of the bushes and ask you to clean their laptop.
Keeping a thumb drive on you will make it a lot easier to use a family member’s computer. The last thing you want to do is have to come back later with the right tools!
For a good list of essential tools, check out Scott Hanselman’s Ultimate Tools List.
Step 4: Setup Family Email
We’re all tired of email addresses like JRod44222354@aol.com. (Apologies if that is your email address.) I recently setup scheirman.com as my family domain name and gave most of my relatives their own email address. Most of them were pretty excited to have a firstname@lastname.com email address. Of course if your last name is Smith, then you’ll have to get creative.
To host the email I’m using Google Apps for Your Domain and it works like a charm. Not only do you get all the goodness of GMail, but you get a personal email address as well! Their interface is slick and easy to use.
Step 5: Advise on New Computer Purchases
Don’t let your Grandmother buy that new computer from the neigbor kid down the street. If you see your cousin walk into the Sony Style store at the mall with an armload of cash, stop her.
Computers are cheap. Unless you want a high-end gaming rig or a video processing machine, your standard Dell fare will do you just fine, and often times under $600. It comes with a warranty, which saves you a headache for at least a year
.
Step 6: Get a Remote Access Plan
When your sister calls you from Montana and says she needs help adding a user to her computer, be ready. With some good remote access software it can be painless to just take control and do it for her.
FogCreek Copilot is supposed to be good. Joel Spolsky’s company Fog Creek Software wrote it and I have heard good reviews. It’s very cheap for about an hour of use and “it just works.”

CrossLoop is a tool I just tried out the other day, and it also “just works.” You and your relative can download this in less than a minute, run it, and be connected even behind firewalls. Best of all, it’s free!
I used this the other day when I was helping my wife upload some files to her blog with an FTP client. I didn’t have much time and it was a bit difficult to explain over the phone, so I told her to download the client, click “Host” and then read me the number on the screen.
That’s all it took!
Step 7: Don’t Get Annoyed
PC Enthusiasts frequently whine and moan about having to help their relatives about how to use the computer. It’s easy for us because we use it everyday. Many non-techies perceive computer gurus like they do auto mechanics or lawyers. We don’t want this kind of image!
The next time you walk up to your computer, take a look at how many buttons there are. What if your Grandmother sat down for the first time to use a PC? It is incredibly intimidating and complicated. How did you react when you first got a virus?
Cut your family some slack. Be Patient.
Step 8: Spread the word.
Get your peeps using Firefox instead of Internet Explorer. Tell them the wonders of GMail. Explain to them that there’s more than the MSN home page. Getting the word out is the only way you can ever expect people to see the light.
When someone forwards you an email with a taseless joke or a reason why you should thank the heavens for waking up in the morning, only in ALL CAPS… politely inform them of internet etiquette. Don’t just push the SPAM button.
I bought my dad a copy of the Lifehacker book for Christmas last year. He loved it. It’s full of useful tools and tricks to make your computer work for you. He’s a computer guy, mind you… but not the typical person who would read www.lifehacker.com on a daily basis (though now he proabably does).
Step 9: Find a Protogé
You can’t do this stuff forever. Look at the younger folks in your family that can help take the throne. Tell them, “One day…. this will all be yours…”
Be a mentor about good computer usage and troubleshooting. Don’t be stingy with The Badge. Pass it on.
Step 10: Let Your Family Know Your Other Interests
I enjoy playing guitar, swimming, grilling food with family, playing board games, reading books, watching movies and addicting TV shows. If all you talk about is World of Warcraft, people are going to think you are weird. Let your family know that you are at least a tad normal, and that you do enjoy sunlight once in a while.
So there you have it, there are my 10 steps to becoming a good Family IT Guy. A lot of my Family IT Guy inspiration comes from Scott Hanselman, who seems to have all this down pretty darn good. I hope his family knows how good they have it.