Technology Strategy and Planning Process Meeting 1: Envision 1. Ensure agreement on I.T. “Current Reality” 2. Identify processes for obtaining additional information needed Meeting 3: Prioritize II Select strategy and sequence Detailed review of resources required Meeting 2: Prioritize I Classify projects into categories, e.g. - “Quick wins” - Strategically essential - Need more info Meeting 4: Act Finalize plan Implementation kickoff Identify circumstances required for committee to reconvene Preliminary Assessment Inventory Staff skills assessment Current and prior year IT operating costs Initial list of potential projects Any additional relevant background materials (e.g., technology usage policies) Project Prioritization Identify and categorize projects Research high-level details on alternative solutions Identify Implementation Sequence and Resources Draft implementation plan Select resources (internal vs. external, build vs. buy) Define RFI/RFP processes Detailed Implementation Planning Cost details Assign specific responsibilities Timetable Identify key issues/risks
Tech Essentials Computer Internet infrastructure (security, backup) Printing and Imaging Training Voice communications infrastructure Basic Applications (documents, accounting) Collaboration systems Databases Website and Storytelling
Donor Management Financials Volunteers Clients 60% 22% 32% 37% Source: Bayer Center for Nonprofit Management Study, 2010. Survey of 260 nonprofit organizations.
List functional requirements (3 meetings, 1 hour each) Identify options (up to 4 hours per participant) Discuss alternatives; narrow list of options (2 meetings) Get product details Vendor demos Calls to real users User visits Decision