Working with Digital Strategy & Tech Consultants<br />A.K.A.<br />What My Organization Should Know <br />Prior to Working ...
How can Technology Projects be Thought of Strategically?<br />Needs<br />Audience<br />Goals<br />Mission <br />Priority<b...
Why Do Organizations Start this Process?<br />Website looks old / outdated<br />Pressure from board members<br />New staff...
Assesment<br />Before you even begin to start<br />
Take a BIG step back!<br />
What are your technology needs?<br />Web<br />Design and online marketing<br />Content (is king)<br />Back end<br />Paymen...
ICEBERG<br />
Who are your audiences?<br />Staff<br />Clergy<br />Funders<br />Potential <br />Members<br />Partner <br />Organizations<...
Who are your audiences? (cont.)<br />Questions:<br />How will they inform this process? <br />What are their unique needs ...
What are your goals?<br />Think of each piece of technology as a program…<br />What will you accomplish with it?<br />Tech...
How will your organization’s mission inform these decisions?<br />Is your mission current and applicable to the work you d...
What is your<br />What needs to happen now?<br />What can be done in house?<br />Will your organization always have the sk...
What can you afford?<br />Too often technological expenses are not budgeted for<br />What would you do if your building’s ...
Integrated Systems<br />
Integrated Systems<br />Most modern non-profits communicate with their constituents through a weekly or monthly e-mail.<br...
Dangers of Non-Integrated Systems<br />Duplicate records<br />People receiving multiple pieces of communication<br />The m...
So…<br />Why are these pieces of informationso often in <br />multiple systems? <br />
Integrated Systems:A Case Study<br />Hillel of Greater Philadelphia<br />
Hillel of Greater Philadelphia<br />Hillel of Greater Philadelphia inspires Jewish students to cultivate and maintain thei...
See the BIG Picture!<br />Have attendance data to support fundraising activities both for numeric outcomes (short term) an...
One student record that…<br />Can be created by the student on an interest form on the website<br />Receives weekly listse...
One Event That…<br />Is automatically fed into our listserve<br />Students can RSVP (and pay) for<br />Students records ar...
How can projects be thought of strategically?<br />Needs<br />Audience<br />Goals<br />Mission <br />Priority<br />Afforda...
Questions?<br />
Thank You!<br />Slides will be available at: slideshare.net/jferst<br />Judah Ferst<br />Chief Strategist<br />Ferst Solut...
Upcoming SlideShare
Loading in …5
×

Congregations 2.0 Presentation

420 views

Published on

Published in: News & Politics
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
420
On SlideShare
0
From Embeds
0
Number of Embeds
3
Actions
Shares
0
Downloads
2
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide
  • Who am I – how am I qualified to give this talk? HMSR major, worked for hillel (dir of technological services), founder of b4c, founder of ferst solutions – help clients look at things like this.
  • As an HMSR Major in college I was taught to think of non-profit work strategically – mission driven and goal focused.
  • Without the right process the outcome will never be right. Process is not more important than the outcome, but it’s a close 2nd.
  • Just because there is another site or organization doing something you want to do doesn’t mean it makes sense for you or will be cost effective!
  • Public only sees the tip of the iceberg (front end design) – but an organization needs to be concerned with the whole thing
  • Ask, then hit it as they will pop up one after the other…
  • And are there people you don’t ask…
  • In the digital age you have access to troves of data you never knew you had – important when setting benchmarksInternet content can be a bridge to deeper involvement in your religion and education. How can you craft content that will engage people online – i.e. ourjewishcommunity.org
  • Many systems were built individually without a holistic approach
  • Disclosure: I helped to build when I worked there. Not a perfect system – ran out of money. mis communication between the consultant and the organization.
  • Congregations 2.0 Presentation

    1. 1. Working with Digital Strategy & Tech Consultants<br />A.K.A.<br />What My Organization Should Know <br />Prior to Working With a Consultant <br />Judah Ferst<br />Ferst Solutions<br />Congregations 2.0, January 14, 2011<br />
    2. 2. How can Technology Projects be Thought of Strategically?<br />Needs<br />Audience<br />Goals<br />Mission <br />Priority<br />Affordability<br />Integrated Systems<br />
    3. 3. Why Do Organizations Start this Process?<br />Website looks old / outdated<br />Pressure from board members<br />New staff<br />To increase donations<br />To create a portal for members<br />Heighten visibility of the organization in the community<br />Want to be seen as modern / hip / cool<br />
    4. 4. Assesment<br />Before you even begin to start<br />
    5. 5. Take a BIG step back!<br />
    6. 6. What are your technology needs?<br />Web<br />Design and online marketing<br />Content (is king)<br />Back end<br />Payment processing (donation / e-store)<br />Desktop computing<br />Server / data & application sharing<br />Social media<br />CRM / donor management<br />E-mail<br />E-communication<br />Online calendar / space management<br />
    7. 7. ICEBERG<br />
    8. 8. Who are your audiences?<br />Staff<br />Clergy<br />Funders<br />Potential <br />Members<br />Partner <br />Organizations<br />Affiliates<br />Congregants / <br />Members<br />Board <br />Members<br />Community<br />Members<br />
    9. 9. Who are your audiences? (cont.)<br />Questions:<br />How will they inform this process? <br />What are their unique needs and concerns?<br />Have you asked them?<br />Managing the expectations game<br />
    10. 10.
    11. 11. What are your goals?<br />Think of each piece of technology as a program…<br />What will you accomplish with it?<br />Technology allows us to measure goals in whole new ways…<br />Number of people who read your e-newsletter<br />Number of people who visit your website<br />How often your staff uses the new technology<br />
    12. 12. How will your organization’s mission inform these decisions?<br />Is your mission current and applicable to the work you do?<br />What does it list as your priorities?<br />How will your new technology help you carry out your mission?<br />If it will not, consider reevaluating the project<br />Remember you will need to justify the expense to funders and board members<br />
    13. 13. What is your<br />What needs to happen now?<br />What can be done in house?<br />Will your organization always have the skills necessary to maintain it?<br />How can you lay the infrastructure for the future?<br />
    14. 14.
    15. 15. What can you afford?<br />Too often technological expenses are not budgeted for<br />What would you do if your building’s roof caved in?<br />It is easier to tell staff just to “deal” with issues that are not seen by others<br />Items such as these tend to run over budget<br />Quality and price are not necessarily related<br />Long term costs<br />Hosting, updating, etc.<br />Maintenance <br />
    16. 16. Integrated Systems<br />
    17. 17. Integrated Systems<br />Most modern non-profits communicate with their constituents through a weekly or monthly e-mail.<br />These e-mails contain links back to the organization’s website. Many of them are events that are on your organizational calendar.<br />That calendar may contain information about room bookings and set up as well as how to sign up and pay for an event.<br />Many of those e-mail addresses (that the e-mail is sent to) were collected through a sign up form on your website and entered into your donor management system.<br />
    18. 18. Dangers of Non-Integrated Systems<br />Duplicate records<br />People receiving multiple pieces of communication<br />The more places you need to keep data the more chance for computer and/or human error<br />Personal information<br />Content<br />Confusion among staff<br />Confusion among those you serve<br />
    19. 19. So…<br />Why are these pieces of informationso often in <br />multiple systems? <br />
    20. 20. Integrated Systems:A Case Study<br />Hillel of Greater Philadelphia<br />
    21. 21. Hillel of Greater Philadelphia<br />Hillel of Greater Philadelphia inspires Jewish students to cultivate and maintain their Jewish identity, to bond with other Jewish college students and to share a broad spectrum of religious, cultural and social experiences. <br />In a given academic year, approximately 25 staff engage over 10,000 students through nearly 700 events/meetings across 20 campuses.<br />How can a system be crafted that serves the needs of students, staff, funders, maintenance staff, etc.<br />
    22. 22. See the BIG Picture!<br />Have attendance data to support fundraising activities both for numeric outcomes (short term) and data for alumni fundraising (long term).<br />Allow program staff to track success of programs and see areas to focus on.<br />A unified back end that distributes content to multiple front facing websites.<br />Content that populates a weekly e-mail:<br />Calendar<br />Announcements, educational pieces, etc.<br />Eliminate the need for multiple systems.<br />Allow students to RSVP and pay for events<br />Collect online donations.<br />
    23. 23. One student record that…<br />Can be created by the student on an interest form on the website<br />Receives weekly listserve e-mails<br />Click tracking data<br />Can RSVP (and pay) for events<br />Has their attendance tracked<br />Has their interests tracked<br />Has their contact information tracked<br />Becomes an alumni/parent/donor<br />
    24. 24. One Event That…<br />Is automatically fed into our listserve<br />Students can RSVP (and pay) for<br />Students records are associated with for attendance tracking purposes<br />Is used for space reservations in building<br />Set up / clean up time, room set up, supplies needed<br />Can be sorted according to interests they have entered and can update as well as internal categories<br />Events can be private and only viewable to staff<br />Is tied to evaluation data<br />
    25. 25. How can projects be thought of strategically?<br />Needs<br />Audience<br />Goals<br />Mission <br />Priority<br />Affordability<br />Integrated Systems<br />
    26. 26. Questions?<br />
    27. 27. Thank You!<br />Slides will be available at: slideshare.net/jferst<br />Judah Ferst<br />Chief Strategist<br />Ferst Solutions<br />www.ferstsolutions.com<br />jferst@ferstsolutions.com<br />

    ×