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Getting A Return On Your Nonprofit Tech Investment:
The Best Kept Secrets for Accidental Techies
Hi there!
Maureen Wallbeoff
Nonprofit Digital Strategist
& Technology Coach
meetmaureen.com
✓ More than 17 years working inside and
alongside nonprofit organizations
✓ Resident of Cape Cod, Massachusetts
✓ I help growing nonprofits make great
decisions about their systems & processes
✓ It’s possible to tame your nonprofit tech!
Brought to you by
We’ve all thought it…
“We’re paying a lot for
our nonprofit tech…
but I’m not sure we’re
getting our money’s
worth.”
meetmaureen.com
We want our nonprofit technology to be magical
Just click your heels
together three times
and say,
“We’re using the right
systems and using them
effectively!”
meetmaureen.com
But the reality is very different…
“I have no idea
whether what
we’re using is
working!”
meetmaureen.com
Common signs that you’re not getting an ROI…
• The list of things you want to do with
your tech has made little progress.
• You’re not sure whether you can
really trust your data.
• You’re living with a lot of complicated
functionality workarounds.
meetmaureen.com
Here’s what you don’t need to get an ROI…
• A giant technology budget.
• A squad of Gen Z interns.
• A degree in computer science.
meetmaureen.com
Meet The Four Ways to Get Tech ROI
#1: Understand What’s In Your Tech Stack
• Take an inventory of
everything you’re using.
• Map your systems to your
organization’s strategic goals.
• Turn to your software partners
for advice on improvements.
meetmaureen.com
Free Worksheet!
meetmaureen.com
Make a map of your own unique
technology ecosystem – which
products need some love & attention
from your team?
https://bit.ly/mapnptech
• Everyone struggles with
change – acknowledge this.
• Your team needs ongoing
training & support.
• Get input from the folks who
are heavy system users.
meetmaureen.com
#2: Deal With User Adoption & Support
PRODUCTIVITY
&
PERFORMANCE
CURRENT
STATE
PERIOD OF
DISRUPTION
DESIRED
STATE
TIME
TANGIBLE BENEFITS
ADVERSE IMPACT ON PERFORMANCE
WHAT WE EXPECT TO HAPPEN
WHAT ACTUALLY HAPPENS
Dealing with the J Curve
• Your technology needs
coordinated oversight.
• Form a cross-functional
Technology Governance group.
• Formalize system ownership
among members of your team.
meetmaureen.com
#3: Manage Your Overall Technology Stack
meetmaureen.com
A Simple Approach to System Governance
There are many different models of CRM or database governance. You probably don’t
need anything fancy, especially at first.
Here’s what I recommend to get started:
1. Form a user group
2. Define your priorities
3. Monitor the full ecosystem
4. Meet regularly
5. Communicate out to the rest of the organization
• Define a set of Key
Performance Indicators (KPIs).
• Invest in the right reports and
dashboards for your team.
• Use data to level up your
supporter engagement efforts.
meetmaureen.com
#4: Start Using Your Data Effectively
• No one trusts your data.
• Manual data entry is a
productivity killer.
• You can’t make data-driven
decisions.
meetmaureen.com
Poor Data Practices Have A Huge Impact on ROI
meetmaureen.com
Accidental Techie ROI Pep Talk!
• Manage your systems collectively.
• Think progress, not perfection.
• Avoid ‘shiny object’ syndrome.
• You can totally do this!
meetmaureen.com
Open Q&A
Let’s Tame Your Nonprofit Tech!
✓ Strategic Technology Planning
✓ Needs Assessments & Road Maps
✓ Business Process Improvements
✓ Software Evaluation & Selection
✓ Migration Planning
✓ Migration Project Management Coaching
Visit my website for free resources:
meetmaureen.com

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How to Get a Return on Your Nonprofit Technology Investment

  • 1. Getting A Return On Your Nonprofit Tech Investment: The Best Kept Secrets for Accidental Techies
  • 2. Hi there! Maureen Wallbeoff Nonprofit Digital Strategist & Technology Coach meetmaureen.com ✓ More than 17 years working inside and alongside nonprofit organizations ✓ Resident of Cape Cod, Massachusetts ✓ I help growing nonprofits make great decisions about their systems & processes ✓ It’s possible to tame your nonprofit tech!
  • 4. We’ve all thought it… “We’re paying a lot for our nonprofit tech… but I’m not sure we’re getting our money’s worth.”
  • 5. meetmaureen.com We want our nonprofit technology to be magical Just click your heels together three times and say, “We’re using the right systems and using them effectively!”
  • 6. meetmaureen.com But the reality is very different… “I have no idea whether what we’re using is working!”
  • 7. meetmaureen.com Common signs that you’re not getting an ROI… • The list of things you want to do with your tech has made little progress. • You’re not sure whether you can really trust your data. • You’re living with a lot of complicated functionality workarounds.
  • 8. meetmaureen.com Here’s what you don’t need to get an ROI… • A giant technology budget. • A squad of Gen Z interns. • A degree in computer science.
  • 9. meetmaureen.com Meet The Four Ways to Get Tech ROI
  • 10. #1: Understand What’s In Your Tech Stack • Take an inventory of everything you’re using. • Map your systems to your organization’s strategic goals. • Turn to your software partners for advice on improvements. meetmaureen.com
  • 11. Free Worksheet! meetmaureen.com Make a map of your own unique technology ecosystem – which products need some love & attention from your team? https://bit.ly/mapnptech
  • 12. • Everyone struggles with change – acknowledge this. • Your team needs ongoing training & support. • Get input from the folks who are heavy system users. meetmaureen.com #2: Deal With User Adoption & Support
  • 13. PRODUCTIVITY & PERFORMANCE CURRENT STATE PERIOD OF DISRUPTION DESIRED STATE TIME TANGIBLE BENEFITS ADVERSE IMPACT ON PERFORMANCE WHAT WE EXPECT TO HAPPEN WHAT ACTUALLY HAPPENS Dealing with the J Curve
  • 14. • Your technology needs coordinated oversight. • Form a cross-functional Technology Governance group. • Formalize system ownership among members of your team. meetmaureen.com #3: Manage Your Overall Technology Stack
  • 15. meetmaureen.com A Simple Approach to System Governance There are many different models of CRM or database governance. You probably don’t need anything fancy, especially at first. Here’s what I recommend to get started: 1. Form a user group 2. Define your priorities 3. Monitor the full ecosystem 4. Meet regularly 5. Communicate out to the rest of the organization
  • 16. • Define a set of Key Performance Indicators (KPIs). • Invest in the right reports and dashboards for your team. • Use data to level up your supporter engagement efforts. meetmaureen.com #4: Start Using Your Data Effectively
  • 17. • No one trusts your data. • Manual data entry is a productivity killer. • You can’t make data-driven decisions. meetmaureen.com Poor Data Practices Have A Huge Impact on ROI
  • 18. meetmaureen.com Accidental Techie ROI Pep Talk! • Manage your systems collectively. • Think progress, not perfection. • Avoid ‘shiny object’ syndrome. • You can totally do this!
  • 20. Let’s Tame Your Nonprofit Tech! ✓ Strategic Technology Planning ✓ Needs Assessments & Road Maps ✓ Business Process Improvements ✓ Software Evaluation & Selection ✓ Migration Planning ✓ Migration Project Management Coaching Visit my website for free resources: meetmaureen.com