Technology Planningfor E-Rate<br />Michael Sauers & Christa Burns<br />
Who are we?<br />Michael SauersTechnology Innovation LibrarianAuthor, Blogger, Photographer<br />Christa BurnsSpecial Proj...
Who are you?<br />Name<br />Position<br />Library<br />Service area / # of patrons served<br />When was the last time your...
What a Technology Plan is…<br />A plan<br />A demonstration<br />A lens with which to focus<br />A prioritizing agent<br /...
What it is not…<br />A list of technology that the library wants and on what time frame it wants it.<br />
You plan should be SMART<br />Specific<br />Measureable<br />Aggressive & Attainable<br />Results-oriented<br />Time-bound...
Why?<br />Give the library direction<br />Show the library is forward-thinking<br />Help minimize technology-related crise...
What makes a good plan?<br />Concise<br />Specific<br />Integrated<br />Foreseeable<br />Flexible<br />
And what doesn’t?<br />Tech for tech’s sake<br />Doesn’t connect the tech to the mission of the library<br />Doesn’t expla...
What others will look for<br />Alignment<br />Business Case<br />Framework for Accountability<br />Discrete Initiatives<br...
The players<br />Board<br />Director<br />Department heads<br />Staff<br />Public?<br />
The Resources<br />Direct:<br />Current strategic and/or long-range plan<br />Library mission and/or vision statement<br /...
Samples<br />See handouts<br />
The Structure<br />Executive summary<br />Library description<br />Library challenges<br />Current technology environment ...
Executive Summary<br />1-2 page narrative summary of the plan<br />
Library Description<br />Introduction<br />Purpose of the plan<br />Library history<br />Physical description<br />Mission...
Library Challenges	<br />SWOT Analysis<br />Strengths<br />Weaknesses<br />Opportunities<br />Threats<br />
Current Technology<br />Hardware<br />Patron computers, Staff computers, networking equipment, peripherals<br />Software<b...
How to pick new tech<br />Think about “competencies”What do you think you staff needs to know to move your library into th...
Emerging Technologies<br />Audio/Video<br />Wireless (802.11n / WiMax)<br />Mobile<br />RFID<br />Social Media<br />Photo ...
Web Site Analisys<br />Follows current design practices?<br />Platform?<br />Static, CMS<br />Accessible?<br />Social?<br ...
Recommendations<br />Priorities<br />Description of relevant categories<br />Listing of the specific recommendations<br />...
Suggested phrasing<br />“In the next [time frame], the library will [action or recommendation], which will result in [asso...
24<br />Technology Plans and E-rate	<br />Federal Communications Commission rules require libraries to write technology pl...
25<br />Technology Plan Needed?<br />NO<br />Local/long distance service (landline or cellular)<br />800 service<br />Cent...
26<br />	Purpose of the Technology Plan<br />Technology plans ensure that libraries are prepared to effectively use the re...
27<br />Timing<br />Technology plans must be written before the Form 470 is filed<br />Applicants need to determine the se...
28<br />Important Terminology<br />Written (same as created): When the technology plan first contains the five required el...
29<br />Important Terminology<br />Approved Date: The date when the technology plan is approved by an USAC Certified Techn...
E-rate Forms<br />Indicate current status of your technology plan<br />Block 5 of Form 470<br />Block 6 of Form 471<br />C...
31<br />Technology Plan Duration<br />Technology plans should not cover more than three years due to the rapid development...
32<br />	Five Required Elements<br />Clear Goals and a Realistic Strategy<br />Professional Development<br />Needs Assessm...
33<br />Clear Goals/Realistic Strategy<br />The technology plan must establish clear goals and a realistic strategy for us...
34<br />Clear Goals/Realistic Strategy<br />Specific goals for using technology should identify:<br />Improvement that sho...
35<br />Clear Goals/Realistic Strategy<br />Realistic strategies should identify:<br />How the library will develop and in...
36<br />Professional Development<br />The technology plan must have a professional development strategy to ensure that sta...
37<br />Professional Development<br />Describe and list the professional development activities required of staff to train...
38<br />Details of training<br />Methods of training to be used (classroom, seminars, Train-the-Trainer, etc.)<br />How tr...
39<br />The technology plan must include an assessment of the telecommunication services, hardware, software, and/or other...
40<br />Needs Assessment<br />Provide a status of the existing technology, such as:<br /><ul><li>Telephone system
Building Infrastructure (e.g., electrical capacity, cooling system)
Computer hardware and software
Internet access
Staff training</li></li></ul><li>41<br />Needs Assessment<br />Based on the current technology, describe new technology ne...
Adding upgrades to phone system
Adding network switches
Adding cable drops
Installing a new network
Classroom/lab materials</li></li></ul><li>42<br />Needs Assessment<br />Describe maintenance needed for new and existing e...
43<br />The technolgyplan must show how the library will:<br />Pay the non-discount share of the cost<br />Acquire and sup...
44<br />Sufficient Budget<br />Include specifics about budgeted items and the sources of funding.  For example:<br />Salar...
45<br />The technology plan must include an evaluation process that enables the library to monitor progress toward specifi...
46<br />Evaluation Process<br />Evaluation process should describe:<br />How frequently the technology plan will be evalua...
47<br />Plans for Other Programs<br />Other federal, state, or local programs may have technology plan requirements<br />U...
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Technology Planning for E-Rate

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Presented on behalf of the South Dakota State Library by Michael Sauers & Christa Burns on 24 & 26 April 2010.

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  • Must include why’s and how&apos;s!!!
  • Alignment: Is your plan to use technology in alignment with the programs and mission of your organization?Does the plan align with the programs and mission of the funders with whom you wish to develop or deepen your relationship?Business Case: The business case for most technology projects can be computed by a relatively straightforward equation. The net benefits of the technology initiatives must outweigh the total costs.Framework for Accountability: Your plan should provide a high-level timeline for achieving goals and putting technology systems in place in a strategic and coordinated way. This timeline is a natural framework for ensuring accountability and providing funders with concrete milestones. During each phase of the planning, development and implementation, organizations and funders can make decisions about whether tasks were accomplished and initiatives continue to be viable.Discrete Initiatives: Often it will be in your best interest to develop your technology plan as a series of discrete initiatives. If you are pursuing a multi-funder strategy, this will allow funders the opportunity to decide which specific areas of the plan they would like to fund.Appropriate Costs: Demonstrate reasonable efforts to optimize the costs of your projects. Consider ongoing costs such as staff time, maintenance, and support.Proactive Approach: Articulate how your plan is proactive in its approach to technology instead of just simply trying to patch a set of existing problems in a &quot;break-and-fix&quot; mode of IT spending.Highlight Innovation: Many funders may be drawn to projects that use technology in new and innovative ways to service programs and mission. Funders may view such innovation projects as an opportunity to experiment with ideas that may prove to be valuable for other grantees in their portfolio. Although innovation can also provide an opportunity to raise the profile of your organization in the eyes of prospective funders, keep in mind that funders who are most interested in innovation may differentiate between &quot;leading edge&quot; and &quot;bleeding edge&quot; technology projects.Viability and Sustainability: You will need to ensure that the set of objectives outlined in your technology plan are reasonable both in their scope and timeframe. Additionally, your technology plan and its initiatives must be able to endure over time and enhance the health and long-term stability of your organization.
  • Technology Planning for E-Rate

    1. 1. Technology Planningfor E-Rate<br />Michael Sauers & Christa Burns<br />
    2. 2. Who are we?<br />Michael SauersTechnology Innovation LibrarianAuthor, Blogger, Photographer<br />Christa BurnsSpecial Projects LibrarianGamer, Gardener, Cat & Ferret minion<br />
    3. 3. Who are you?<br />Name<br />Position<br />Library<br />Service area / # of patrons served<br />When was the last time your library had a technology plan?<br />
    4. 4. What a Technology Plan is…<br />A plan<br />A demonstration<br />A lens with which to focus<br />A prioritizing agent<br />A budgeting tool<br />An aligner with other institutional goals<br />A training schedule<br />A fund-raising tool<br />
    5. 5. What it is not…<br />A list of technology that the library wants and on what time frame it wants it.<br />
    6. 6. You plan should be SMART<br />Specific<br />Measureable<br />Aggressive & Attainable<br />Results-oriented<br />Time-bound<br />
    7. 7. Why?<br />Give the library direction<br />Show the library is forward-thinking<br />Help minimize technology-related crises<br />Use staff time efficiently<br />Avoid wasting money on equipment<br />Help you think through your priorities in order to use technology in a way that directly furthers your mission<br />It’s required for E-rate requests for more than Basic Telephone Service<br />
    8. 8. What makes a good plan?<br />Concise<br />Specific<br />Integrated<br />Foreseeable<br />Flexible<br />
    9. 9. And what doesn’t?<br />Tech for tech’s sake<br />Doesn’t connect the tech to the mission of the library<br />Doesn’t explain why the tech is needed<br />Poorly organized<br />Techno-babble<br />Leaves stuff out<br />
    10. 10. What others will look for<br />Alignment<br />Business Case<br />Framework for Accountability<br />Discrete Initiatives<br />Appropriate Costs<br />Proactive Approach<br />Highlight Innovation<br />Viability and Sustainability<br />
    11. 11. The players<br />Board<br />Director<br />Department heads<br />Staff<br />Public?<br />
    12. 12. The Resources<br />Direct:<br />Current strategic and/or long-range plan<br />Library mission and/or vision statement<br />Current and/or previous technology plans<br />Indirect:<br />All of the above for parent institution<br />Library journals, magazines, and blogs<br />
    13. 13. Samples<br />See handouts<br />
    14. 14. The Structure<br />Executive summary<br />Library description<br />Library challenges<br />Current technology environment <br />Emerging technologies<br />Web site evaluation<br />Recommendations<br />
    15. 15. Executive Summary<br />1-2 page narrative summary of the plan<br />
    16. 16. Library Description<br />Introduction<br />Purpose of the plan<br />Library history<br />Physical description<br />Mission statement<br />Community served<br />Staffing<br />Budget<br />Collection size & annual growth<br />Services offered<br />Use of the library<br />Current technology<br />Visuals never hurt<br />
    17. 17. Library Challenges <br />SWOT Analysis<br />Strengths<br />Weaknesses<br />Opportunities<br />Threats<br />
    18. 18. Current Technology<br />Hardware<br />Patron computers, Staff computers, networking equipment, peripherals<br />Software<br />OSes, Patrons, Staff<br />
    19. 19. How to pick new tech<br />Think about “competencies”What do you think you staff needs to know to move your library into the future.<br />
    20. 20. Emerging Technologies<br />Audio/Video<br />Wireless (802.11n / WiMax)<br />Mobile<br />RFID<br />Social Media<br />Photo printing<br />
    21. 21. Web Site Analisys<br />Follows current design practices?<br />Platform?<br />Static, CMS<br />Accessible?<br />Social?<br />Mobile?<br />
    22. 22. Recommendations<br />Priorities<br />Description of relevant categories<br />Listing of the specific recommendations<br />Type (new software, application, hardware)<br />Cost (including interdependencies)<br />Benefits<br />Recommended timeline<br />Assessment/results/training needed<br />
    23. 23. Suggested phrasing<br />“In the next [time frame], the library will [action or recommendation], which will result in [associated benefits].”<br />
    24. 24. 24<br />Technology Plans and E-rate <br />Federal Communications Commission rules require libraries to write technology plans when they are receiving support for more than basic telephone service<br />Basic telephone service is defined as wireline or wireless single-line voice service (e.g., local, cellular, and/or long distance) as well as mandatory fees associated with such service (e.g., federal and state taxes, universal service fees, etc.)<br />
    25. 25. 25<br />Technology Plan Needed?<br />NO<br />Local/long distance service (landline or cellular)<br />800 service<br />Centrex<br />YES<br />Digital Transmission Services<br />DSL, fiber optic, OC-x, frame relay, etc.<br />PBXs<br />Key system lines<br />Internet Access<br />Internal Connections<br />Basic Maintenance<br />
    26. 26. 26<br /> Purpose of the Technology Plan<br />Technology plans ensure that libraries are prepared to effectively use the requested services to integrate telecommunications and Internet access into the educational program or library services they provide.<br />Technology plans should support and validate the services requested on the Form 471.<br />
    27. 27. 27<br />Timing<br />Technology plans must be written before the Form 470 is filed<br />Applicants need to determine the services they require before filing their Form 470<br />Technology plans must be approved before services start or Form 486 is filed (whichever is earlier)<br />Generally, this means on or before July 1 of the new funding year<br />
    28. 28. 28<br />Important Terminology<br />Written (same as created): When the technology plan first contains the five required elements in sufficient detail to support the services requested on the associated Form 470, USAC considers the technology plan to be written.<br />The date this occurs is the Creation Date. The creation date must be prior to the date the associated Form 470 is posted to the USAC website.<br />
    29. 29. 29<br />Important Terminology<br />Approved Date: The date when the technology plan is approved by an USAC Certified Technology Plan Approver. The approval date should appear on the approval letter. <br />SD Public libraries go to Dept. of Ed – Peg Henson - Peg.Henson@state.sd.us <br />USAC does not approve technology plans – DO NOT submit your technology plan to USAC unless requested during review.<br />
    30. 30. E-rate Forms<br />Indicate current status of your technology plan<br />Block 5 of Form 470<br />Block 6 of Form 471<br />Certify that the plan approval has been obtained<br />Block 4 of Form 486<br />
    31. 31. 31<br />Technology Plan Duration<br />Technology plans should not cover more than three years due to the rapid development cycle of new technologies<br />Technology plans must cover the entire funding year for which a service is being sought<br />funding years run July 1 – June 30. <br />Libraries need to keep copies of the technology plan and the approval letter for at least five years following their last date of service for audit purposes.<br />
    32. 32. 32<br /> Five Required Elements<br />Clear Goals and a Realistic Strategy<br />Professional Development<br />Needs Assessment<br />Sufficient Budget<br />Evaluation Process <br />
    33. 33. 33<br />Clear Goals/Realistic Strategy<br />The technology plan must establish clear goals and a realistic strategy for using telecommunications and information technology to improve education or library services. <br />
    34. 34. 34<br />Clear Goals/Realistic Strategy<br />Specific goals for using technology should identify:<br />Improvement that should occur from the use of technology by library patrons<br />Achievements and/or successes that can be attained using technology <br />Increased staff and library patron competency with using technology<br />Additional Internet and/or telecommunication options for classrooms or public areas of a library<br />Accessibility to technology<br />
    35. 35. 35<br />Clear Goals/Realistic Strategy<br />Realistic strategies should identify:<br />How the library will develop and integrate the technology (e.g., how many computers will have Internet access)<br />Standards required for implementation of the technology <br />Technology needed for the future to maintain or enhance the current instructional or library environment<br />
    36. 36. 36<br />Professional Development<br />The technology plan must have a professional development strategy to ensure that staff know how to use these new technologies to improve library services.<br />
    37. 37. 37<br />Professional Development<br />Describe and list the professional development activities required of staff to train properly on the technology in the library<br />Training is more than just how to turn on the computer<br />Identify person or group in charge of planning and coordinating staff training<br />Verify current levels of training<br />
    38. 38. 38<br />Details of training<br />Methods of training to be used (classroom, seminars, Train-the-Trainer, etc.)<br />How training supports the library usage goals<br />Documentation of training (sign-in sheets, computer lab logs, lists of in-service activities, etc.)<br />Professional Development<br />
    39. 39. 39<br />The technology plan must include an assessment of the telecommunication services, hardware, software, and/or other services that will be needed to improve library services.<br />Needs Assessment<br />
    40. 40. 40<br />Needs Assessment<br />Provide a status of the existing technology, such as:<br /><ul><li>Telephone system
    41. 41. Building Infrastructure (e.g., electrical capacity, cooling system)
    42. 42. Computer hardware and software
    43. 43. Internet access
    44. 44. Staff training</li></li></ul><li>41<br />Needs Assessment<br />Based on the current technology, describe new technology needs, such as:<br /><ul><li>Adding a firewall or replacing servers
    45. 45. Adding upgrades to phone system
    46. 46. Adding network switches
    47. 47. Adding cable drops
    48. 48. Installing a new network
    49. 49. Classroom/lab materials</li></li></ul><li>42<br />Needs Assessment<br />Describe maintenance needed for new and existing equipment<br />How often will the technology be serviced? (e.g., daily, weekly, monthly, etc.)<br />What are the characteristics and capabilities of the equipment? (e.g., age, model, year, memory, etc.)<br />
    50. 50. 43<br />The technolgyplan must show how the library will:<br />Pay the non-discount share of the cost<br />Acquire and support the necessary resources (computers, training, electricity, software, etc.) needed to make effective use of the discounted services.<br />Sufficient Budget<br />
    51. 51. 44<br />Sufficient Budget<br />Include specifics about budgeted items and the sources of funding. For example:<br />Salaries<br />Telephones (E-rate funding)<br />Desktop software (state funds)<br />Budgets can be projections<br />Budgets should be based on reasonable expectations of receiving funding and incurring expenses<br />
    52. 52. 45<br />The technology plan must include an evaluation process that enables the library to monitor progress toward specified goals and make mid-course corrections in response to new developments and opportunities as they arise.<br />Evaluation Process<br />
    53. 53. 46<br />Evaluation Process<br />Evaluation process should describe:<br />How frequently the technology plan will be evaluated<br />The person(s) responsible for updating the plan<br />How progress toward the goals and objectives will be measured or monitored<br />If and how goals were met<br />Any unexpected outcomes<br />Any new needs that emerged<br />Any goals that are no longer relevant<br />
    54. 54. 47<br />Plans for Other Programs<br />Other federal, state, or local programs may have technology plan requirements<br />USAC does not require a technology plan in addition to other technology plans<br />However, if there is only one technology plan covering all programs, the information required under E-rate must be included in that technology plan<br />HINT: Include a cover sheet giving the page number(s) where each E-rate requirement is addressed<br />
    55. 55. 48<br />Revising Plans <br />Through the evaluation process, the technology plan writer may discover that the technology plan needs revisions or mid-course corrections. For example, if there are major changes, such as:<br />Budget Increase/shortfall<br />New technology introduced<br />New construction<br />Mergers and closures<br />
    56. 56. 49<br />Revising Plans <br />Major Changes<br />If the changes are significant (e.g., building a local area network or starting a new initiative like distance learning), the technology plan should be re-approved<br />TPA can re-approve revised technology plan for balance of the original time period approved<br />A new technology plan incorporating the changes can be written to cover another three years<br />
    57. 57. 50<br />Revising Plans <br />Minor Changes<br />If the changes are minor (e.g., a change in technology that USAC could approve under a service substitution request), the technology plan may not need to be amended<br />TPA can request copies of any changes<br />USAC does not expect a new approval letter<br />Retain documentation of any changes<br />
    58. 58. 51<br />Pitfalls<br />Technology plan does not contain all five required elements<br />Technology plan is undated<br />Time period the technology plan covers is not specified<br />Library used an approver who is not a TPA<br />Technology plan was approved after services started (if necessary, USAC will adjust the service start date to the date the technology plan was approved)<br />Technology plan does not support services being requested or technology currently in use<br />Technology plan is not realistic based on TPA’s expertise<br />
    59. 59. E-Rate & filtering<br />Compliance with CIPA required for:<br />Internet access <br />Internal connections<br />But not telecommunications (telephone)<br />CIPA requires<br />Filtering<br />Internet Safety Plan<br />Public notice and public hearing or meeting<br />E-rate information on CIPA:<br />http://www.usac.org/sl/applicants/step10/ cipa.aspx<br />
    60. 60. http://webjunction.techatlas.org/<br />Inventory Tool<br />Event Tracker<br />Planning Tool<br />
    61. 61. Resources<br />Matthews, Joseph R., Technology Planning: Preparing and Updating a Library Technology Plan: Libraries Unlimited, 2005.<br />TechSoup: http://www.techsoup.org/<br />Technology Planning for E-rate: http://www.usac.org/sl/applicants/step02/ technology-planning/<br />Links:http://delicious.com/travelinlibrarian/techplan<br />
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