Community IT Innovators Webinar Series

IT Planning & Budgeting
Johan Hammerstrom
Chief Operating Officer
Community IT Inn...
Webinar Tips
• Ask questions

Post questions via chat

• Interact

Respond to polls during webinar

• Focus

Avoid multita...
About Community IT
Community IT Innovators partners with nonprofits to help them solve
their strategic & day-to-day IT cha...
About Nonprofit Roundtable
The Nonprofit Roundtable is an alliance of over 300 nonprofits and
community partners building ...
Presenters
Johan Hammerstrom
Chief Operating Officer
Community IT Innovators

Norwin Herrera
La Clinica del Pueblo
Poll
How many staff are in your organization?
- 1-20
- 20-50
- 50-100

- More than 100
Planning Framework
4. Info Systems

3. Backup
2. Physical Devices
1. Network Connectivity
IT Governance
Governance
all photos from Wikimedia commons
Poll
Who manages IT at your organization?
- Chief Information Officer
- IT Director
- IT Support Staff

- Other
- No one
Governance Essentials
1) Leadership
2) Organizational
Structures
3) Processes
1) Leadership
• Engaged

• Committed
• Not expert, but interested
• Provide oversight
2) Organizational Structures
IT Director/CIO
• Move beyond Control to Collaboration
“Easy to Work with”

• Translate IT Go...
3) Processes
• Accountability

• Regular reporting and check-ins
• Involve in planning process
• Require approval
Assessment
Poll
Has your organization done an IT assessment

recently?
- Yes
- No
Enterprise Architecture
-

Simple way of mapping business processes to applications and systems

-

A lot of applications ...
1. Connectivity
a. Internet
b. Local Area
Network

Stable

Attention

Critical
2. Devices
a. Front Office
b. Back Office

Stable

Attention

Critical
3. Backups
a. Disaster
Recovery
b. Retention

Stable

Attention

Critical
4. Info Systems
a. Email
b. Files

c. Other

Stable

Attention

Critical
Action Plan
1. Establish Reporting
Structure
2. Improve Connectivity
3. Upgrade Email

4. Hardware Refresh
La Clinica del Pueblo’s experience
Norwin Herrera
nherrera@lcdp.org
www.lcdp.org
 Budget:

an estimate of income
and expenditure for a set period
of time

 Planning:

process of thinking
about organizi...
Network
Audit (Hardware
and Software)

Execute your
budget
assigned

Consider how
much is
allowed

Request that
IT must be...
2012 Proposed Budget:

2012 Executed Budget:

Instead or
recycling them,
we format the pc
and create an
“staff give away
p...
Questions?
Upcoming Webinar
November 14
Nonprofit IT Trends: Look Back at 2013
Presenters
Johan Hammerstrom, COO

Matthew Eshleman, C...
Next Steps
•

Connect with us

•

Provide feedback
Short survey after you exit the webinar. Be sure to

include any questi...
Schedule Free Consultation
We can help your organization figure out how
to get started with IT Planning & Budgeting.
Email...
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As a follow up to the May webinar on IT Planning & Budgeting, we organized a joint webinar with Nonprofit Roundtable to share case studies and best practices. While everyone agrees that technology is an essential resource, organizations often underestimate technology costs and overlook critical conversations with their IT team/partners.

In this webinar Johan Hammerstrom, COO at Community IT Innovators, talked about the essential elements of an annual IT budget, IT considerations in a project budget, and key personnel in building the budget and managing it.

We also had a guest speaker, Norwin Herrera, IS Manager at La Clinica del Pueblo who shared his organization’s experience around IT Planning & Budgeting.

Published in: Technology, Business
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Community IT Innovators - IT Planning & Budgeting 102413

  1. 1. Community IT Innovators Webinar Series IT Planning & Budgeting Johan Hammerstrom Chief Operating Officer Community IT Innovators Norwin Herrera La Clinica del Pueblo October 24, 2013
  2. 2. Webinar Tips • Ask questions Post questions via chat • Interact Respond to polls during webinar • Focus Avoid multitasking. You may just miss the best part of the presentation • Webinar Powerpoint & Recording Powerpoint and recording links will be shared after the webinar
  3. 3. About Community IT Community IT Innovators partners with nonprofits to help them solve their strategic & day-to-day IT challenges. Strategic Proactive approach so you can make IT decisions that support your mission and grow with you Collaborative Team of over 40 staff who empower you to make informed IT choices Invested We are committed to supporting your mission, and take care of your IT network as if it were our own Nonprofit focus Worked with over 900 nonprofits since 1993
  4. 4. About Nonprofit Roundtable The Nonprofit Roundtable is an alliance of over 300 nonprofits and community partners building the strength, visibility, and influence of the nonprofit sector to improve the quality of life for all in the Greater Washington region. o Strength - Empowering leaders o Visibility - Increasing outreach o Influence - Developing partnerships One of the ways they strengthen the nonprofit sector is by hosting a Technology for Nonprofits Discussion Group. Contact Malcolm Furgol mfurgol@nonprofitroundtable.org if your organization is interested in joining.
  5. 5. Presenters Johan Hammerstrom Chief Operating Officer Community IT Innovators Norwin Herrera La Clinica del Pueblo
  6. 6. Poll How many staff are in your organization? - 1-20 - 20-50 - 50-100 - More than 100
  7. 7. Planning Framework 4. Info Systems 3. Backup 2. Physical Devices 1. Network Connectivity IT Governance
  8. 8. Governance all photos from Wikimedia commons
  9. 9. Poll Who manages IT at your organization? - Chief Information Officer - IT Director - IT Support Staff - Other - No one
  10. 10. Governance Essentials 1) Leadership 2) Organizational Structures 3) Processes
  11. 11. 1) Leadership • Engaged • Committed • Not expert, but interested • Provide oversight
  12. 12. 2) Organizational Structures IT Director/CIO • Move beyond Control to Collaboration “Easy to Work with” • Translate IT Goals into Business Goals “Interested in Program” • Must be empowered by executives
  13. 13. 3) Processes • Accountability • Regular reporting and check-ins • Involve in planning process • Require approval
  14. 14. Assessment
  15. 15. Poll Has your organization done an IT assessment recently? - Yes - No
  16. 16. Enterprise Architecture - Simple way of mapping business processes to applications and systems - A lot of applications may be in the cloud or linked to other applications Business Process Business Process Business Process Email File Sharing CRM Application Exchange Windows Salesforce Platform OrgSrv01 OrgSrv02 Salesforce Hardware VirtualHost1 VirtualHost2 N/A
  17. 17. 1. Connectivity a. Internet b. Local Area Network Stable Attention Critical
  18. 18. 2. Devices a. Front Office b. Back Office Stable Attention Critical
  19. 19. 3. Backups a. Disaster Recovery b. Retention Stable Attention Critical
  20. 20. 4. Info Systems a. Email b. Files c. Other Stable Attention Critical
  21. 21. Action Plan
  22. 22. 1. Establish Reporting Structure 2. Improve Connectivity 3. Upgrade Email 4. Hardware Refresh
  23. 23. La Clinica del Pueblo’s experience Norwin Herrera nherrera@lcdp.org www.lcdp.org
  24. 24.  Budget: an estimate of income and expenditure for a set period of time  Planning: process of thinking about organizing activities required to achieve a desired goal
  25. 25. Network Audit (Hardware and Software) Execute your budget assigned Consider how much is allowed Request that IT must be involved in the process of creating budget in the organization Create a prioritized wish list (“all your dreams”) Always add a little more Remember that IT is always thinking for the entire organization not for a select group of people Do not forget to proceed based on experience
  26. 26. 2012 Proposed Budget: 2012 Executed Budget: Instead or recycling them, we format the pc and create an “staff give away program” We found an option with Govconnection to image the computers for a lower price.
  27. 27. Questions?
  28. 28. Upcoming Webinar November 14 Nonprofit IT Trends: Look Back at 2013 Presenters Johan Hammerstrom, COO Matthew Eshleman, CTO
  29. 29. Next Steps • Connect with us • Provide feedback Short survey after you exit the webinar. Be sure to include any questions that were not answered. • Missed anything? Link to slides & recording will be emailed to you.
  30. 30. Schedule Free Consultation We can help your organization figure out how to get started with IT Planning & Budgeting. Email rkothari@communityit.com to schedule a free 30 minute phone consultation.
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