Presented in 2018 at the Nonprofits LEAD conference.

1. Formal Technology Planning:
What It Is + How It Helps
Cindy Leonard
Email: leonard@rmu.edu
Twitter: @cindy_leonard

2. Plan for Today’s Session
• Discuss
–What is a technology plan?
–Why do technology planning?
–Getting started
–Components of a technology plan

3. What is a technology plan?
Technology Plan
Strategic
Goal
Alignment
What &
How

4. Why do technology planning?

5. Mission
& Goals
Tools & Apps
Infrastructure
The Technology Planning Pyramid
Mission & goals
drive the
selection of
tools &
infrastructure
Tools &
infrastructure
support the
mission &
goals
(From Wired for Good by Jodi Podolsky, p. 4)

6. Getting Started
Team

7. Getting Started
Meetings
Team

8. Getting Started
Meetings
Team Task List

9. Getting Started
Meetings
Timeline
Team Task List

10. Getting Started
Meetings
PrioritiesTimeline
Team Task List
Timeline

11. Getting Started
Meetings
Priorities
Team
Roles
Task List
Timeline

12. Business / Information Flow Analysis
Components for Building
a Written Technology Plan
Equip-
ment
Network
Network
Services
Security
Other
Tech
Infrastructure Planning
Software
Info Mgmt
Planning
Tech Support Plan
& Technology Policies User/Skill
Analysis
Training
Plan
Budget Development & Implementation Plan/Timeline
Evaluation Process
What do we need?
What do we have?
What are our
next steps?
How will we
support it?
How will we fund &
implement it?
How will we evaluate
its success?

13. Implementation: What’s Next?
Project Management
Create projects Communication
Phased Approach
Less cost Less stress
Get it Done
Solutions Measurements

14. Managing Change & Resistance
New
Technology
ChangeFear
RESISTANCE

15. What you
mean by
not done?
Evaluation of the Technology Plan

16. Q&A