Tech Planning Smack
Down
#14NTCsmack
Lindsay Bealko @lindsaybealko
Andrea Berry @idealware
Steve Heye @steveheye
Source: https://www.stephencovey.com/about/about.php
Step 1: Sort Homeruns from Sugar
1
43
2
Urgent Not Urgent
NotImportantImportant
Step 2: Sort Homeruns from Bunts
BIG Hits
Quick Wins
Leave for now
Nice to have
Implementation
Complexity
• Degree of
specialization
• # of processes,
dependencies
• Cost & timeline
Potential Benefit
• Strategic value/program impact
• Dollars saved/earned
• Increased services offered / clients served
• Risk decreasedAdapted from TechBridge model
5
Find a model to
help you assess
current state & to
provide a common
language to talk
about tech.
#NTCsmack @LindsayBealko @idealware @SteveHeye
Tactical
Strategic
Missional
What
• Security & policies
• Infrastructure
• Core Technology
• Potential single points of failure
Who
• Small team
• Tech staff or vendor
When
• Best place to start
• Continual review
• During budgeting
• If a critical issue arises
How
• Inventory
• Replacement plan
• Gap analysis
• Risk assessment
Tactical
#NTCsmack @LindsayBealko @idealware @SteveHeye
What
• People & Processes
• Software
• Data management
• Communication tools
Who
• Leadership
• Cross functional team – key
stakeholders
• Tech staff or vendor
When
• Annual
• Around budgeting cycle
• Tied to org planning cycle
How
• Build from existing goals/plans
• Stakeholder input
• Process mapping
• Governance team
Strategic
#NTCsmack @LindsayBealko @idealware @SteveHeye
What
• Emerging needs or opportunities
• Client-facing, transformative solutions
• Emerging Technology
• Enterprise platforms
• Sector tech – Big data
Who
• Clients or beneficiaries
• Sector collaboration
• Outside experts
• Tech staff or vendor
When
• At least every few years
• Based on org’s readiness and/or
opportunities
How
• Client surveys and shared design
approach
• Inspiration from outside orgs
• Partnerships and collaborations
• Compare sector needs to org capacity
Missional
#NTCsmack @LindsayBealko @idealware @SteveHeye
Technologies at every level
Strategic Planning: One Tactic
Start with your org’s BHAGs for the next 1-3
years (from strategic plan, annual plan, etc.)
Increase clients served / diversity of clients served,
Improve financial stability, Enhance organization’s
visibility, Form new partnerships…
THEN and only then, consider:
“How can technology play a role in helping us reach
these goals?”
Review: Make it Happen
Tactical Strategic Missional
Planning Focus on a solid
foundation (network,
hardware &
software) for
efficiency/stability
Integrate tools,
people and process
to improve
effectiveness, then
expand to org goals
Align technology and
innovate to make an
impact & add value
Implementing Focus on IT, stability
& basic support
Cross Departmental,
build collaboration &
skills
Change program/
service delivery &
organization culture
Budgeting Replace & upgrade
based on
software/hardware
inventory, services &
support, build IT skills
Include process
improvement,
training and support
Allow for
experimentation,
innovation and
technology fund
Tactical Strategic & tactical
11
#NTCsmack @LindsayBealko @idealware @SteveHeye
12
Find a model to
help you assess
current state & to
provide a common
language to talk
about tech.
#NTCsmack @LindsayBealko @idealware @SteveHeye
Tactical
Strategic
Missional
What did you think?
Evaluate this session!
Or, search by session title or code (2119) at:
www.nten.org/ntc/eval
When you evaluate a session, you will be entered to win a prize!
Lindsay Bealko @lindsaybealko
Andrea Berry @idealware
Steve Heye @steveheye

Tech Planning Smack Down! Tactical Vs. Strategic Vs. Missional

  • 1.
    Tech Planning Smack Down #14NTCsmack LindsayBealko @lindsaybealko Andrea Berry @idealware Steve Heye @steveheye
  • 2.
    Source: https://www.stephencovey.com/about/about.php Step 1:Sort Homeruns from Sugar 1 43 2 Urgent Not Urgent NotImportantImportant
  • 3.
    Step 2: SortHomeruns from Bunts BIG Hits Quick Wins Leave for now Nice to have Implementation Complexity • Degree of specialization • # of processes, dependencies • Cost & timeline Potential Benefit • Strategic value/program impact • Dollars saved/earned • Increased services offered / clients served • Risk decreasedAdapted from TechBridge model
  • 4.
    5 Find a modelto help you assess current state & to provide a common language to talk about tech. #NTCsmack @LindsayBealko @idealware @SteveHeye Tactical Strategic Missional
  • 5.
    What • Security &policies • Infrastructure • Core Technology • Potential single points of failure Who • Small team • Tech staff or vendor When • Best place to start • Continual review • During budgeting • If a critical issue arises How • Inventory • Replacement plan • Gap analysis • Risk assessment Tactical #NTCsmack @LindsayBealko @idealware @SteveHeye
  • 6.
    What • People &Processes • Software • Data management • Communication tools Who • Leadership • Cross functional team – key stakeholders • Tech staff or vendor When • Annual • Around budgeting cycle • Tied to org planning cycle How • Build from existing goals/plans • Stakeholder input • Process mapping • Governance team Strategic #NTCsmack @LindsayBealko @idealware @SteveHeye
  • 7.
    What • Emerging needsor opportunities • Client-facing, transformative solutions • Emerging Technology • Enterprise platforms • Sector tech – Big data Who • Clients or beneficiaries • Sector collaboration • Outside experts • Tech staff or vendor When • At least every few years • Based on org’s readiness and/or opportunities How • Client surveys and shared design approach • Inspiration from outside orgs • Partnerships and collaborations • Compare sector needs to org capacity Missional #NTCsmack @LindsayBealko @idealware @SteveHeye
  • 8.
  • 9.
    Strategic Planning: OneTactic Start with your org’s BHAGs for the next 1-3 years (from strategic plan, annual plan, etc.) Increase clients served / diversity of clients served, Improve financial stability, Enhance organization’s visibility, Form new partnerships… THEN and only then, consider: “How can technology play a role in helping us reach these goals?”
  • 10.
    Review: Make itHappen Tactical Strategic Missional Planning Focus on a solid foundation (network, hardware & software) for efficiency/stability Integrate tools, people and process to improve effectiveness, then expand to org goals Align technology and innovate to make an impact & add value Implementing Focus on IT, stability & basic support Cross Departmental, build collaboration & skills Change program/ service delivery & organization culture Budgeting Replace & upgrade based on software/hardware inventory, services & support, build IT skills Include process improvement, training and support Allow for experimentation, innovation and technology fund Tactical Strategic & tactical 11 #NTCsmack @LindsayBealko @idealware @SteveHeye
  • 11.
    12 Find a modelto help you assess current state & to provide a common language to talk about tech. #NTCsmack @LindsayBealko @idealware @SteveHeye Tactical Strategic Missional
  • 12.
    What did youthink? Evaluate this session! Or, search by session title or code (2119) at: www.nten.org/ntc/eval When you evaluate a session, you will be entered to win a prize! Lindsay Bealko @lindsaybealko Andrea Berry @idealware Steve Heye @steveheye

Editor's Notes