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Technology Planning – Sharing challenges and successes

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Technology Planning –
Sharing challenges and successes

March 12, 2009

Hosts: Kathleen Brockel & Rachel Medina

Published in: Technology, Business
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Technology Planning – Sharing challenges and successes

  1. 1. Technology Planning – Sharing challenges and successes March 12, 2009 Hosts: Kathleen Brockel & Rachel Medina
  2. 2. Today’s Discussion   Immediate tech   Tech Planning planning needs facing Challenges programs?   Causes of the   Planning process Difficulties problems?   NTAP’s Google site   Tech & staff needs to share resources assessment problems?   Report drafting problems?
  3. 3. Participant role in their program Attorney or Supervising Attorney IT Manager, Director of Technology, Sys Admin Executive Director or Deputy Director Paralegal or Other Support Staff Other
  4. 4. 0 10 20 30 40 50 60 70 80 Doc. 44 Production Tech personnel 63 plans SW Website 20 Dev. Intake & Phone 27 Sys. Knowledge 70 Mgmt Most Challenging parts of Tech Planning
  5. 5. Challenges for Tech Planning 80 70 60 50 40 30 20 10 Series1 0
  6. 6.   Knowledge management   Developing adequate tech personnel planning   Tech training   Systems for PAI support   Document production & document assembly
  7. 7. Causes of Tech Planning Challenges Don’t know what changes can be enacted on a tight budget, Don’t know much about the topic Tech planning for particular topic seems too time intensive Don’t expect to have money to implement changes/improvements Don’t see how tech planning area will benefit organization,
  8. 8. •  Overall Program Capacity •  Management of Client and Case Data •  Production and Supervision of Legal Work •  Records Management •  Knowledge Management •  Intake and Telephonic Advice •  Direct Assistance to Low Income Persons •  Support for Use of Private Attorney •  Security •  Training •  Communication •  Administration
  9. 9. • Overall Program Capacity – Planning - tech planning should be fully integrated into overall program planning – Budgeting - adequate funds should be budgeted for: • ongoing maintenance and upgrades of hardware & software • necessary personnel to support and maintain system • training in using it – Personnel - sufficient capacity to: • maintain equipment, networks, databases and software
  10. 10.   At a minimum the plan should include: ◦  Description of program's technology planning process ◦  Identification of specific baseline technology capacities the program lacks ◦  Description of strategies program will employ to acquire each missing baseline capacity ◦  Discussion of how technology planning is integrated into the program's overall service delivery planning
  11. 11.   Immediate tech planning needs facing programs? ◦  Process problems? ◦  Problems with specific technologies?   What are programs doing now?   What suggestions/plans do you have to share?
  12. 12.   Assembly your technology planning team   Review mission & vision   Assess program & staff needs (ideally as part of overall program planning)   Assess technology that meets the mission & vision   Identify gaps   Strategize improvements
  13. 13.   Dates: ◦  Thursday June 11 ◦  Thursday September 10 ◦  Thursday November 12   Proposed discussion topics:
  14. 14.   kathleen@lsntap.org   rachel@lsntap.org

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