SlideShare a Scribd company logo
Defining a Tech Project
Vision in Eight Quick Steps
April 2023
www.laurasquinn.com
What Will We
Cover?
Why a Project Vision?
Getting Started
1. Stakeholders
2. Working Group
3. Process
Working Towards a Vision
4. Organizational Goals
5. Audiences
6. Audiences' Goals
7. Constraints
8. Get Buy-in
Moving Forward
Getting Started
Why a Project Vision?
A vision (also called a charter) ensures
that everyone has the same
understanding of the project, and what’s
important.
If your team is on the same page, it’s a
pretty quick process.
Otherwise, it’s much quicker to align up
front than to repair your project down
the road.
Team
Vision
Halima
Maria
Leo
Trevor
1. Who Are Your Internal Stakeholders?
Who will be affected by the project?
● Who can help you understand how
processes are currently done?
● Who would be helpful in
brainstorming?
● Who should be represented?
● Don’t forget front-end and admin
staff…who are often doing hidden
workarounds.
2. Whoʼs In the Vision Working Group?
You may not be able to practically
include all stakeholders, but you
should create a core committee.
These people should commit to
participate in all the conversations it
will take to define the Vision.
R
A
C
I
Responsible
Accountable
Consulted
Informed
3. What is Your Working Process?
You’ll need to decide on goals, audiences,
and constraints for your project. How will
you get there?
● Starting document, hour long meeting,
and be done?
● Workshop for each item on the list?
● Something in between?
Ensure your committee agrees on how they
will work.
Mon Tues Wed Thurs Fri
Meeting
Org Goals
Meeting
Audiences
Meeting
Audience
Goals
Meeting
Finalize
Get comments; finalize
Prep
Prep
Prep
Prep
Get comments; finalize
Get comments; finalize
Get comments; finalize
Working Towards a Vision
4. What are Your Goals?
What does your organization hope to increase or
decrease by doing this project?
● Ensure they are strategic goals (the end result)
rather than tactics (the features)
● Try to approximately rank order them
● Choose 1-3 to be your “North Goals”-- the
things that would be the difference between
success and failure.
Responsible
Accountable
Consulted
Informed
5. Who are Your Audiences?
What people will be impacted by the
project? This is anyone who you’re trying to
address with a goal, whether internal or
external.
● Be specific. The general public or staff
are not useful audiences.
● Ensure they are people. Not: Local
businesses or policy makers.
● Divide out your primary audiences.
6. What are Your Audiencesʼ Goals?
For your top several audiences, what do
you imagine they would most like to see
from your project?
● This is a very useful question to
brainstorm with your working group.
● Be realistic. Most audiences want
free things, basic information, and to
make their lives easier, for starters.
● If you have research, or have the
time/ budget to do it, this is a great
time to use it.
7. What are Your Constraints?
What are the limitations that you’ll need to
design around?
● Budget and timeframe
● Personnel: do you need to be able to
support the new project with certain
people? In a certainly amount of staff
hours?
● Technology: is it impractical to change
an underlying system, like a content
management or constituent
management system?
Quality
Time
Scope $$$
8. Get Buy-in
Do you have buy-in on all of that?
Terrific!
Make sure you document it in case
there’s questions down the road.
Responsible
Accountable
Consulted
Informed
8. Move Forward!
What are your potential next steps?
● For a basic project, just define a
schedule and budget and start
● Or define a tactical definition of
what will be done (research,
strategy, a sitemap, diagram, etc)
● Or put out a Request for
Information to hire someone to do
the project
Questions?
www.laurasquinn.com

More Related Content

What's hot

24 Awesome Infographic Ideas to Inspire Your Next Beautiful Creation
24 Awesome Infographic Ideas to Inspire Your Next Beautiful Creation24 Awesome Infographic Ideas to Inspire Your Next Beautiful Creation
24 Awesome Infographic Ideas to Inspire Your Next Beautiful CreationPiktochart
 
The power of creative collaboration
The power of creative collaborationThe power of creative collaboration
The power of creative collaborationTable19
 
Five Killer Ways to Design The Same Slide
Five Killer Ways to Design The Same SlideFive Killer Ways to Design The Same Slide
Five Killer Ways to Design The Same SlideCrispy Presentations
 
The Hero's Journey (For movie fans, Lego fans, and presenters!)
The Hero's Journey (For movie fans, Lego fans, and presenters!)The Hero's Journey (For movie fans, Lego fans, and presenters!)
The Hero's Journey (For movie fans, Lego fans, and presenters!)Dan Roam
 
SlideShare Experts - 7 Experts Reveal Their Presentation Design Secrets
SlideShare Experts - 7 Experts Reveal Their Presentation Design SecretsSlideShare Experts - 7 Experts Reveal Their Presentation Design Secrets
SlideShare Experts - 7 Experts Reveal Their Presentation Design SecretsEugene Cheng
 
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...RachelPearson36
 
My interview with ChatGPT
My interview with ChatGPTMy interview with ChatGPT
My interview with ChatGPTIsac Costa
 
20 Tweetable Quotes to Inspire Marketing & Design Creative Genius
20 Tweetable Quotes to Inspire Marketing & Design Creative Genius20 Tweetable Quotes to Inspire Marketing & Design Creative Genius
20 Tweetable Quotes to Inspire Marketing & Design Creative GeniusIMPACT Branding & Design LLC
 
10 Insightful Quotes On Designing A Better Customer Experience
10 Insightful Quotes On Designing A Better Customer Experience10 Insightful Quotes On Designing A Better Customer Experience
10 Insightful Quotes On Designing A Better Customer ExperienceYuan Wang
 
Different Roles in Machine Learning Career
Different Roles in Machine Learning CareerDifferent Roles in Machine Learning Career
Different Roles in Machine Learning CareerIntellipaat
 
Fight for Yourself: How to Sell Your Ideas and Crush Presentations
Fight for Yourself: How to Sell Your Ideas and Crush PresentationsFight for Yourself: How to Sell Your Ideas and Crush Presentations
Fight for Yourself: How to Sell Your Ideas and Crush PresentationsDigital Surgeons
 
ChatGPT and the Future of Work - Clark Boyd
ChatGPT and the Future of Work - Clark Boyd ChatGPT and the Future of Work - Clark Boyd
ChatGPT and the Future of Work - Clark Boyd Clark Boyd
 
A non-technical introduction to ChatGPT - SEDA.pptx
A non-technical introduction to ChatGPT - SEDA.pptxA non-technical introduction to ChatGPT - SEDA.pptx
A non-technical introduction to ChatGPT - SEDA.pptxSue Beckingham
 
The Future of Everything
The Future of EverythingThe Future of Everything
The Future of EverythingCharbel Zeaiter
 
Pragmatic Product Strategy - Ways of thinking and doing that bring people tog...
Pragmatic Product Strategy - Ways of thinking and doing that bring people tog...Pragmatic Product Strategy - Ways of thinking and doing that bring people tog...
Pragmatic Product Strategy - Ways of thinking and doing that bring people tog...Jonny Schneider
 
Lightning Talk #9: How UX and Data Storytelling Can Shape Policy by Mika Aldaba
Lightning Talk #9: How UX and Data Storytelling Can Shape Policy by Mika AldabaLightning Talk #9: How UX and Data Storytelling Can Shape Policy by Mika Aldaba
Lightning Talk #9: How UX and Data Storytelling Can Shape Policy by Mika Aldabaux singapore
 
intro chatGPT workshop.pdf
intro chatGPT workshop.pdfintro chatGPT workshop.pdf
intro chatGPT workshop.pdfpeterpur
 
How NOT to Run Your Company – Lessons Learned
How NOT to Run Your Company – Lessons LearnedHow NOT to Run Your Company – Lessons Learned
How NOT to Run Your Company – Lessons LearnedWeekdone.com
 

What's hot (20)

24 Awesome Infographic Ideas to Inspire Your Next Beautiful Creation
24 Awesome Infographic Ideas to Inspire Your Next Beautiful Creation24 Awesome Infographic Ideas to Inspire Your Next Beautiful Creation
24 Awesome Infographic Ideas to Inspire Your Next Beautiful Creation
 
The power of creative collaboration
The power of creative collaborationThe power of creative collaboration
The power of creative collaboration
 
Five Killer Ways to Design The Same Slide
Five Killer Ways to Design The Same SlideFive Killer Ways to Design The Same Slide
Five Killer Ways to Design The Same Slide
 
The Hero's Journey (For movie fans, Lego fans, and presenters!)
The Hero's Journey (For movie fans, Lego fans, and presenters!)The Hero's Journey (For movie fans, Lego fans, and presenters!)
The Hero's Journey (For movie fans, Lego fans, and presenters!)
 
SlideShare Experts - 7 Experts Reveal Their Presentation Design Secrets
SlideShare Experts - 7 Experts Reveal Their Presentation Design SecretsSlideShare Experts - 7 Experts Reveal Their Presentation Design Secrets
SlideShare Experts - 7 Experts Reveal Their Presentation Design Secrets
 
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
 
My interview with ChatGPT
My interview with ChatGPTMy interview with ChatGPT
My interview with ChatGPT
 
20 Tweetable Quotes to Inspire Marketing & Design Creative Genius
20 Tweetable Quotes to Inspire Marketing & Design Creative Genius20 Tweetable Quotes to Inspire Marketing & Design Creative Genius
20 Tweetable Quotes to Inspire Marketing & Design Creative Genius
 
10 Insightful Quotes On Designing A Better Customer Experience
10 Insightful Quotes On Designing A Better Customer Experience10 Insightful Quotes On Designing A Better Customer Experience
10 Insightful Quotes On Designing A Better Customer Experience
 
Different Roles in Machine Learning Career
Different Roles in Machine Learning CareerDifferent Roles in Machine Learning Career
Different Roles in Machine Learning Career
 
The Hierarchy of Engagement
The Hierarchy of EngagementThe Hierarchy of Engagement
The Hierarchy of Engagement
 
Fight for Yourself: How to Sell Your Ideas and Crush Presentations
Fight for Yourself: How to Sell Your Ideas and Crush PresentationsFight for Yourself: How to Sell Your Ideas and Crush Presentations
Fight for Yourself: How to Sell Your Ideas and Crush Presentations
 
ChatGPT and the Future of Work - Clark Boyd
ChatGPT and the Future of Work - Clark Boyd ChatGPT and the Future of Work - Clark Boyd
ChatGPT and the Future of Work - Clark Boyd
 
A non-technical introduction to ChatGPT - SEDA.pptx
A non-technical introduction to ChatGPT - SEDA.pptxA non-technical introduction to ChatGPT - SEDA.pptx
A non-technical introduction to ChatGPT - SEDA.pptx
 
The Future of Everything
The Future of EverythingThe Future of Everything
The Future of Everything
 
Pragmatic Product Strategy - Ways of thinking and doing that bring people tog...
Pragmatic Product Strategy - Ways of thinking and doing that bring people tog...Pragmatic Product Strategy - Ways of thinking and doing that bring people tog...
Pragmatic Product Strategy - Ways of thinking and doing that bring people tog...
 
Lightning Talk #9: How UX and Data Storytelling Can Shape Policy by Mika Aldaba
Lightning Talk #9: How UX and Data Storytelling Can Shape Policy by Mika AldabaLightning Talk #9: How UX and Data Storytelling Can Shape Policy by Mika Aldaba
Lightning Talk #9: How UX and Data Storytelling Can Shape Policy by Mika Aldaba
 
intro chatGPT workshop.pdf
intro chatGPT workshop.pdfintro chatGPT workshop.pdf
intro chatGPT workshop.pdf
 
ChatGPT SEO Guide 2023
ChatGPT SEO Guide 2023ChatGPT SEO Guide 2023
ChatGPT SEO Guide 2023
 
How NOT to Run Your Company – Lessons Learned
How NOT to Run Your Company – Lessons LearnedHow NOT to Run Your Company – Lessons Learned
How NOT to Run Your Company – Lessons Learned
 

Similar to Defining a Tech Project Vision in Eight Quick Steps pdf

The six step guide to practical project management
The six step guide to practical project managementThe six step guide to practical project management
The six step guide to practical project managementMindGenius
 
Using technology-to-facilitate-partnerships-and-collaboration-marco-campana-f...
Using technology-to-facilitate-partnerships-and-collaboration-marco-campana-f...Using technology-to-facilitate-partnerships-and-collaboration-marco-campana-f...
Using technology-to-facilitate-partnerships-and-collaboration-marco-campana-f...Marco Campana
 
Project Onboarding Hacks for a Successful Project Launch
Project Onboarding Hacks for a Successful Project LaunchProject Onboarding Hacks for a Successful Project Launch
Project Onboarding Hacks for a Successful Project LaunchQuekelsBaro
 
Putting your Strategy Together
Putting your Strategy TogetherPutting your Strategy Together
Putting your Strategy TogetherCharityComms
 
Presentation pmi - october 26 - 2017 - naji bejjani
Presentation   pmi - october 26 - 2017 - naji bejjaniPresentation   pmi - october 26 - 2017 - naji bejjani
Presentation pmi - october 26 - 2017 - naji bejjaniPMILebanonChapter
 
Project Management Handbook 10.1
Project Management Handbook 10.1Project Management Handbook 10.1
Project Management Handbook 10.1Jessica Hagh
 
it-Prepare-an-Actionable-Roadmap-for-Your-PMO-Phases-1-3-V2.pptx
it-Prepare-an-Actionable-Roadmap-for-Your-PMO-Phases-1-3-V2.pptxit-Prepare-an-Actionable-Roadmap-for-Your-PMO-Phases-1-3-V2.pptx
it-Prepare-an-Actionable-Roadmap-for-Your-PMO-Phases-1-3-V2.pptxssuserf016f4
 
5 ways to supercharge your transformation projects and keep people on your side
5 ways to supercharge your transformation projects and keep people on your side5 ways to supercharge your transformation projects and keep people on your side
5 ways to supercharge your transformation projects and keep people on your sideAbdul Ghani
 
Managing Virtual Teams [The Ultimate Guide]
Managing Virtual Teams [The Ultimate Guide] Managing Virtual Teams [The Ultimate Guide]
Managing Virtual Teams [The Ultimate Guide] VirtualTeams.net
 
Hostway Project Management Communication
Hostway Project Management CommunicationHostway Project Management Communication
Hostway Project Management CommunicationHostway Romania
 
How to recruit an it project manager it-toolkits
How to recruit an it project manager   it-toolkitsHow to recruit an it project manager   it-toolkits
How to recruit an it project manager it-toolkitsIT-Toolkits.org
 
8 Essential Interpersonal Skills Project Manager Must Have!
8 Essential Interpersonal Skills Project Manager Must Have! 8 Essential Interpersonal Skills Project Manager Must Have!
8 Essential Interpersonal Skills Project Manager Must Have! PMExamSmartNotes
 
The complete guide to project management for startups
The complete guide to project management for startupsThe complete guide to project management for startups
The complete guide to project management for startupsSameerShaik43
 

Similar to Defining a Tech Project Vision in Eight Quick Steps pdf (20)

The six step guide to practical project management
The six step guide to practical project managementThe six step guide to practical project management
The six step guide to practical project management
 
Using technology-to-facilitate-partnerships-and-collaboration-marco-campana-f...
Using technology-to-facilitate-partnerships-and-collaboration-marco-campana-f...Using technology-to-facilitate-partnerships-and-collaboration-marco-campana-f...
Using technology-to-facilitate-partnerships-and-collaboration-marco-campana-f...
 
Human Factor In Project Management
Human Factor In Project ManagementHuman Factor In Project Management
Human Factor In Project Management
 
Project Onboarding Hacks for a Successful Project Launch
Project Onboarding Hacks for a Successful Project LaunchProject Onboarding Hacks for a Successful Project Launch
Project Onboarding Hacks for a Successful Project Launch
 
Putting your Strategy Together
Putting your Strategy TogetherPutting your Strategy Together
Putting your Strategy Together
 
Developing direct reports coaching program
Developing direct reports coaching programDeveloping direct reports coaching program
Developing direct reports coaching program
 
Presentation pmi - october 26 - 2017 - naji bejjani
Presentation   pmi - october 26 - 2017 - naji bejjaniPresentation   pmi - october 26 - 2017 - naji bejjani
Presentation pmi - october 26 - 2017 - naji bejjani
 
Article 2
Article 2Article 2
Article 2
 
Article 2
Article 2Article 2
Article 2
 
Project Management Handbook 10.1
Project Management Handbook 10.1Project Management Handbook 10.1
Project Management Handbook 10.1
 
it-Prepare-an-Actionable-Roadmap-for-Your-PMO-Phases-1-3-V2.pptx
it-Prepare-an-Actionable-Roadmap-for-Your-PMO-Phases-1-3-V2.pptxit-Prepare-an-Actionable-Roadmap-for-Your-PMO-Phases-1-3-V2.pptx
it-Prepare-an-Actionable-Roadmap-for-Your-PMO-Phases-1-3-V2.pptx
 
5 ways to supercharge your transformation projects and keep people on your side
5 ways to supercharge your transformation projects and keep people on your side5 ways to supercharge your transformation projects and keep people on your side
5 ways to supercharge your transformation projects and keep people on your side
 
Think Digital - developing agile, responsive organisations | Dave Briggs | Oc...
Think Digital - developing agile, responsive organisations | Dave Briggs | Oc...Think Digital - developing agile, responsive organisations | Dave Briggs | Oc...
Think Digital - developing agile, responsive organisations | Dave Briggs | Oc...
 
Tips on Managing A Project
Tips on Managing A Project Tips on Managing A Project
Tips on Managing A Project
 
Managing Virtual Teams [The Ultimate Guide]
Managing Virtual Teams [The Ultimate Guide] Managing Virtual Teams [The Ultimate Guide]
Managing Virtual Teams [The Ultimate Guide]
 
Hostway Project Management Communication
Hostway Project Management CommunicationHostway Project Management Communication
Hostway Project Management Communication
 
Design Sprint
Design SprintDesign Sprint
Design Sprint
 
How to recruit an it project manager it-toolkits
How to recruit an it project manager   it-toolkitsHow to recruit an it project manager   it-toolkits
How to recruit an it project manager it-toolkits
 
8 Essential Interpersonal Skills Project Manager Must Have!
8 Essential Interpersonal Skills Project Manager Must Have! 8 Essential Interpersonal Skills Project Manager Must Have!
8 Essential Interpersonal Skills Project Manager Must Have!
 
The complete guide to project management for startups
The complete guide to project management for startupsThe complete guide to project management for startups
The complete guide to project management for startups
 

More from TechSoup

Welcome to TechSoup New Member Orientation and Q&A (May 2024).pdf
Welcome to TechSoup   New Member Orientation and Q&A (May 2024).pdfWelcome to TechSoup   New Member Orientation and Q&A (May 2024).pdf
Welcome to TechSoup New Member Orientation and Q&A (May 2024).pdfTechSoup
 
Advancing Impact Measurement | Public Good App House
Advancing Impact Measurement | Public Good App HouseAdvancing Impact Measurement | Public Good App House
Advancing Impact Measurement | Public Good App HouseTechSoup
 
Keeping Your Information Safe with Centralized Security Services
Keeping Your Information Safe with Centralized Security ServicesKeeping Your Information Safe with Centralized Security Services
Keeping Your Information Safe with Centralized Security ServicesTechSoup
 
Telling Your Story_ Simple Steps to Build Your Nonprofit's Brand Webinar.pdf
Telling Your Story_ Simple Steps to Build Your Nonprofit's Brand Webinar.pdfTelling Your Story_ Simple Steps to Build Your Nonprofit's Brand Webinar.pdf
Telling Your Story_ Simple Steps to Build Your Nonprofit's Brand Webinar.pdfTechSoup
 
Securing the Future | Public Good App House
Securing the Future | Public Good App HouseSecuring the Future | Public Good App House
Securing the Future | Public Good App HouseTechSoup
 
Introduction to TechSoup’s Digital Marketing Services and Use Cases
Introduction to TechSoup’s Digital Marketing  Services and Use CasesIntroduction to TechSoup’s Digital Marketing  Services and Use Cases
Introduction to TechSoup’s Digital Marketing Services and Use CasesTechSoup
 
Introduction to Nonprofit Accounting: The Basics
Introduction to Nonprofit Accounting: The BasicsIntroduction to Nonprofit Accounting: The Basics
Introduction to Nonprofit Accounting: The BasicsTechSoup
 
Executive Directors Chat Embracing Diversity and Cultural Differences
Executive Directors Chat  Embracing Diversity and Cultural DifferencesExecutive Directors Chat  Embracing Diversity and Cultural Differences
Executive Directors Chat Embracing Diversity and Cultural DifferencesTechSoup
 
Grant Readiness 101 TechSoup and Remy Consulting
Grant Readiness 101 TechSoup and Remy ConsultingGrant Readiness 101 TechSoup and Remy Consulting
Grant Readiness 101 TechSoup and Remy ConsultingTechSoup
 
Building the Commons: Community Archiving & Decentralized Storage
Building the Commons: Community Archiving & Decentralized StorageBuilding the Commons: Community Archiving & Decentralized Storage
Building the Commons: Community Archiving & Decentralized StorageTechSoup
 
Inclusivity Essentials_ Creating Accessible Websites for Nonprofits .pdf
Inclusivity Essentials_ Creating Accessible Websites for Nonprofits .pdfInclusivity Essentials_ Creating Accessible Websites for Nonprofits .pdf
Inclusivity Essentials_ Creating Accessible Websites for Nonprofits .pdfTechSoup
 
Welcome to TechSoup - New Member Orientation and Q & A (April 2024)
Welcome to TechSoup - New Member Orientation and Q & A (April 2024)Welcome to TechSoup - New Member Orientation and Q & A (April 2024)
Welcome to TechSoup - New Member Orientation and Q & A (April 2024)TechSoup
 
Executive Directors Chat Initiating Equity for Impact.pdf
Executive Directors Chat  Initiating Equity for Impact.pdfExecutive Directors Chat  Initiating Equity for Impact.pdf
Executive Directors Chat Initiating Equity for Impact.pdfTechSoup
 
Set the Path Forward with Smart Technology Decisions.pdf
Set the Path Forward with Smart Technology Decisions.pdfSet the Path Forward with Smart Technology Decisions.pdf
Set the Path Forward with Smart Technology Decisions.pdfTechSoup
 
What is the Future of QuickBooks DeskTop?
What is the Future of QuickBooks DeskTop?What is the Future of QuickBooks DeskTop?
What is the Future of QuickBooks DeskTop?TechSoup
 
Maximizing Impact_ Nonprofit Website Planning, Budgeting, and Design.pdf
Maximizing Impact_ Nonprofit Website Planning, Budgeting, and Design.pdfMaximizing Impact_ Nonprofit Website Planning, Budgeting, and Design.pdf
Maximizing Impact_ Nonprofit Website Planning, Budgeting, and Design.pdfTechSoup
 
Hitting the Inbox: Email Authentication Changes and What You Need to Know
Hitting the Inbox: Email Authentication Changes and What You Need to KnowHitting the Inbox: Email Authentication Changes and What You Need to Know
Hitting the Inbox: Email Authentication Changes and What You Need to KnowTechSoup
 
Welcome to TechSoup New Member Orientation March 2024
Welcome to TechSoup New Member Orientation March 2024Welcome to TechSoup New Member Orientation March 2024
Welcome to TechSoup New Member Orientation March 2024TechSoup
 
Introduction to AI for Nonprofits with Tapp Network
Introduction to AI for Nonprofits with Tapp NetworkIntroduction to AI for Nonprofits with Tapp Network
Introduction to AI for Nonprofits with Tapp NetworkTechSoup
 
Celebrate National Library Lovers Month with TechSoup! We love libraries!.pdf
Celebrate National Library Lovers Month with TechSoup! We love libraries!.pdfCelebrate National Library Lovers Month with TechSoup! We love libraries!.pdf
Celebrate National Library Lovers Month with TechSoup! We love libraries!.pdfTechSoup
 

More from TechSoup (20)

Welcome to TechSoup New Member Orientation and Q&A (May 2024).pdf
Welcome to TechSoup   New Member Orientation and Q&A (May 2024).pdfWelcome to TechSoup   New Member Orientation and Q&A (May 2024).pdf
Welcome to TechSoup New Member Orientation and Q&A (May 2024).pdf
 
Advancing Impact Measurement | Public Good App House
Advancing Impact Measurement | Public Good App HouseAdvancing Impact Measurement | Public Good App House
Advancing Impact Measurement | Public Good App House
 
Keeping Your Information Safe with Centralized Security Services
Keeping Your Information Safe with Centralized Security ServicesKeeping Your Information Safe with Centralized Security Services
Keeping Your Information Safe with Centralized Security Services
 
Telling Your Story_ Simple Steps to Build Your Nonprofit's Brand Webinar.pdf
Telling Your Story_ Simple Steps to Build Your Nonprofit's Brand Webinar.pdfTelling Your Story_ Simple Steps to Build Your Nonprofit's Brand Webinar.pdf
Telling Your Story_ Simple Steps to Build Your Nonprofit's Brand Webinar.pdf
 
Securing the Future | Public Good App House
Securing the Future | Public Good App HouseSecuring the Future | Public Good App House
Securing the Future | Public Good App House
 
Introduction to TechSoup’s Digital Marketing Services and Use Cases
Introduction to TechSoup’s Digital Marketing  Services and Use CasesIntroduction to TechSoup’s Digital Marketing  Services and Use Cases
Introduction to TechSoup’s Digital Marketing Services and Use Cases
 
Introduction to Nonprofit Accounting: The Basics
Introduction to Nonprofit Accounting: The BasicsIntroduction to Nonprofit Accounting: The Basics
Introduction to Nonprofit Accounting: The Basics
 
Executive Directors Chat Embracing Diversity and Cultural Differences
Executive Directors Chat  Embracing Diversity and Cultural DifferencesExecutive Directors Chat  Embracing Diversity and Cultural Differences
Executive Directors Chat Embracing Diversity and Cultural Differences
 
Grant Readiness 101 TechSoup and Remy Consulting
Grant Readiness 101 TechSoup and Remy ConsultingGrant Readiness 101 TechSoup and Remy Consulting
Grant Readiness 101 TechSoup and Remy Consulting
 
Building the Commons: Community Archiving & Decentralized Storage
Building the Commons: Community Archiving & Decentralized StorageBuilding the Commons: Community Archiving & Decentralized Storage
Building the Commons: Community Archiving & Decentralized Storage
 
Inclusivity Essentials_ Creating Accessible Websites for Nonprofits .pdf
Inclusivity Essentials_ Creating Accessible Websites for Nonprofits .pdfInclusivity Essentials_ Creating Accessible Websites for Nonprofits .pdf
Inclusivity Essentials_ Creating Accessible Websites for Nonprofits .pdf
 
Welcome to TechSoup - New Member Orientation and Q & A (April 2024)
Welcome to TechSoup - New Member Orientation and Q & A (April 2024)Welcome to TechSoup - New Member Orientation and Q & A (April 2024)
Welcome to TechSoup - New Member Orientation and Q & A (April 2024)
 
Executive Directors Chat Initiating Equity for Impact.pdf
Executive Directors Chat  Initiating Equity for Impact.pdfExecutive Directors Chat  Initiating Equity for Impact.pdf
Executive Directors Chat Initiating Equity for Impact.pdf
 
Set the Path Forward with Smart Technology Decisions.pdf
Set the Path Forward with Smart Technology Decisions.pdfSet the Path Forward with Smart Technology Decisions.pdf
Set the Path Forward with Smart Technology Decisions.pdf
 
What is the Future of QuickBooks DeskTop?
What is the Future of QuickBooks DeskTop?What is the Future of QuickBooks DeskTop?
What is the Future of QuickBooks DeskTop?
 
Maximizing Impact_ Nonprofit Website Planning, Budgeting, and Design.pdf
Maximizing Impact_ Nonprofit Website Planning, Budgeting, and Design.pdfMaximizing Impact_ Nonprofit Website Planning, Budgeting, and Design.pdf
Maximizing Impact_ Nonprofit Website Planning, Budgeting, and Design.pdf
 
Hitting the Inbox: Email Authentication Changes and What You Need to Know
Hitting the Inbox: Email Authentication Changes and What You Need to KnowHitting the Inbox: Email Authentication Changes and What You Need to Know
Hitting the Inbox: Email Authentication Changes and What You Need to Know
 
Welcome to TechSoup New Member Orientation March 2024
Welcome to TechSoup New Member Orientation March 2024Welcome to TechSoup New Member Orientation March 2024
Welcome to TechSoup New Member Orientation March 2024
 
Introduction to AI for Nonprofits with Tapp Network
Introduction to AI for Nonprofits with Tapp NetworkIntroduction to AI for Nonprofits with Tapp Network
Introduction to AI for Nonprofits with Tapp Network
 
Celebrate National Library Lovers Month with TechSoup! We love libraries!.pdf
Celebrate National Library Lovers Month with TechSoup! We love libraries!.pdfCelebrate National Library Lovers Month with TechSoup! We love libraries!.pdf
Celebrate National Library Lovers Month with TechSoup! We love libraries!.pdf
 

Recently uploaded

[GDSC YCCE] Build with AI Online Presentation
[GDSC YCCE] Build with AI Online Presentation[GDSC YCCE] Build with AI Online Presentation
[GDSC YCCE] Build with AI Online PresentationGDSCYCCE
 
Sha'Carri Richardson Presentation 202345
Sha'Carri Richardson Presentation 202345Sha'Carri Richardson Presentation 202345
Sha'Carri Richardson Presentation 202345beazzy04
 
Sectors of the Indian Economy - Class 10 Study Notes pdf
Sectors of the Indian Economy - Class 10 Study Notes pdfSectors of the Indian Economy - Class 10 Study Notes pdf
Sectors of the Indian Economy - Class 10 Study Notes pdfVivekanand Anglo Vedic Academy
 
Instructions for Submissions thorugh G- Classroom.pptx
Instructions for Submissions thorugh G- Classroom.pptxInstructions for Submissions thorugh G- Classroom.pptx
Instructions for Submissions thorugh G- Classroom.pptxJheel Barad
 
Pragya Champions Chalice 2024 Prelims & Finals Q/A set, General Quiz
Pragya Champions Chalice 2024 Prelims & Finals Q/A set, General QuizPragya Champions Chalice 2024 Prelims & Finals Q/A set, General Quiz
Pragya Champions Chalice 2024 Prelims & Finals Q/A set, General QuizPragya - UEM Kolkata Quiz Club
 
How to Manage Notification Preferences in the Odoo 17
How to Manage Notification Preferences in the Odoo 17How to Manage Notification Preferences in the Odoo 17
How to Manage Notification Preferences in the Odoo 17Celine George
 
INU_CAPSTONEDESIGN_비밀번호486_업로드용 발표자료.pdf
INU_CAPSTONEDESIGN_비밀번호486_업로드용 발표자료.pdfINU_CAPSTONEDESIGN_비밀번호486_업로드용 발표자료.pdf
INU_CAPSTONEDESIGN_비밀번호486_업로드용 발표자료.pdfbu07226
 
Danh sách HSG Bộ môn cấp trường - Cấp THPT.pdf
Danh sách HSG Bộ môn cấp trường - Cấp THPT.pdfDanh sách HSG Bộ môn cấp trường - Cấp THPT.pdf
Danh sách HSG Bộ môn cấp trường - Cấp THPT.pdfQucHHunhnh
 
size separation d pharm 1st year pharmaceutics
size separation d pharm 1st year pharmaceuticssize separation d pharm 1st year pharmaceutics
size separation d pharm 1st year pharmaceuticspragatimahajan3
 
Salient features of Environment protection Act 1986.pptx
Salient features of Environment protection Act 1986.pptxSalient features of Environment protection Act 1986.pptx
Salient features of Environment protection Act 1986.pptxakshayaramakrishnan21
 
Advances in production technology of Grapes.pdf
Advances in production technology of Grapes.pdfAdvances in production technology of Grapes.pdf
Advances in production technology of Grapes.pdfDr. M. Kumaresan Hort.
 
How to the fix Attribute Error in odoo 17
How to the fix Attribute Error in odoo 17How to the fix Attribute Error in odoo 17
How to the fix Attribute Error in odoo 17Celine George
 
PART A. Introduction to Costumer Service
PART A. Introduction to Costumer ServicePART A. Introduction to Costumer Service
PART A. Introduction to Costumer ServicePedroFerreira53928
 
How to Create Map Views in the Odoo 17 ERP
How to Create Map Views in the Odoo 17 ERPHow to Create Map Views in the Odoo 17 ERP
How to Create Map Views in the Odoo 17 ERPCeline George
 
Basic phrases for greeting and assisting costumers
Basic phrases for greeting and assisting costumersBasic phrases for greeting and assisting costumers
Basic phrases for greeting and assisting costumersPedroFerreira53928
 
50 ĐỀ LUYỆN THI IOE LỚP 9 - NĂM HỌC 2022-2023 (CÓ LINK HÌNH, FILE AUDIO VÀ ĐÁ...
50 ĐỀ LUYỆN THI IOE LỚP 9 - NĂM HỌC 2022-2023 (CÓ LINK HÌNH, FILE AUDIO VÀ ĐÁ...50 ĐỀ LUYỆN THI IOE LỚP 9 - NĂM HỌC 2022-2023 (CÓ LINK HÌNH, FILE AUDIO VÀ ĐÁ...
50 ĐỀ LUYỆN THI IOE LỚP 9 - NĂM HỌC 2022-2023 (CÓ LINK HÌNH, FILE AUDIO VÀ ĐÁ...Nguyen Thanh Tu Collection
 
How to Break the cycle of negative Thoughts
How to Break the cycle of negative ThoughtsHow to Break the cycle of negative Thoughts
How to Break the cycle of negative ThoughtsCol Mukteshwar Prasad
 
The basics of sentences session 4pptx.pptx
The basics of sentences session 4pptx.pptxThe basics of sentences session 4pptx.pptx
The basics of sentences session 4pptx.pptxheathfieldcps1
 

Recently uploaded (20)

[GDSC YCCE] Build with AI Online Presentation
[GDSC YCCE] Build with AI Online Presentation[GDSC YCCE] Build with AI Online Presentation
[GDSC YCCE] Build with AI Online Presentation
 
Sha'Carri Richardson Presentation 202345
Sha'Carri Richardson Presentation 202345Sha'Carri Richardson Presentation 202345
Sha'Carri Richardson Presentation 202345
 
Operations Management - Book1.p - Dr. Abdulfatah A. Salem
Operations Management - Book1.p  - Dr. Abdulfatah A. SalemOperations Management - Book1.p  - Dr. Abdulfatah A. Salem
Operations Management - Book1.p - Dr. Abdulfatah A. Salem
 
Sectors of the Indian Economy - Class 10 Study Notes pdf
Sectors of the Indian Economy - Class 10 Study Notes pdfSectors of the Indian Economy - Class 10 Study Notes pdf
Sectors of the Indian Economy - Class 10 Study Notes pdf
 
Instructions for Submissions thorugh G- Classroom.pptx
Instructions for Submissions thorugh G- Classroom.pptxInstructions for Submissions thorugh G- Classroom.pptx
Instructions for Submissions thorugh G- Classroom.pptx
 
Pragya Champions Chalice 2024 Prelims & Finals Q/A set, General Quiz
Pragya Champions Chalice 2024 Prelims & Finals Q/A set, General QuizPragya Champions Chalice 2024 Prelims & Finals Q/A set, General Quiz
Pragya Champions Chalice 2024 Prelims & Finals Q/A set, General Quiz
 
How to Manage Notification Preferences in the Odoo 17
How to Manage Notification Preferences in the Odoo 17How to Manage Notification Preferences in the Odoo 17
How to Manage Notification Preferences in the Odoo 17
 
INU_CAPSTONEDESIGN_비밀번호486_업로드용 발표자료.pdf
INU_CAPSTONEDESIGN_비밀번호486_업로드용 발표자료.pdfINU_CAPSTONEDESIGN_비밀번호486_업로드용 발표자료.pdf
INU_CAPSTONEDESIGN_비밀번호486_업로드용 발표자료.pdf
 
Danh sách HSG Bộ môn cấp trường - Cấp THPT.pdf
Danh sách HSG Bộ môn cấp trường - Cấp THPT.pdfDanh sách HSG Bộ môn cấp trường - Cấp THPT.pdf
Danh sách HSG Bộ môn cấp trường - Cấp THPT.pdf
 
size separation d pharm 1st year pharmaceutics
size separation d pharm 1st year pharmaceuticssize separation d pharm 1st year pharmaceutics
size separation d pharm 1st year pharmaceutics
 
Salient features of Environment protection Act 1986.pptx
Salient features of Environment protection Act 1986.pptxSalient features of Environment protection Act 1986.pptx
Salient features of Environment protection Act 1986.pptx
 
Advances in production technology of Grapes.pdf
Advances in production technology of Grapes.pdfAdvances in production technology of Grapes.pdf
Advances in production technology of Grapes.pdf
 
How to the fix Attribute Error in odoo 17
How to the fix Attribute Error in odoo 17How to the fix Attribute Error in odoo 17
How to the fix Attribute Error in odoo 17
 
PART A. Introduction to Costumer Service
PART A. Introduction to Costumer ServicePART A. Introduction to Costumer Service
PART A. Introduction to Costumer Service
 
How to Create Map Views in the Odoo 17 ERP
How to Create Map Views in the Odoo 17 ERPHow to Create Map Views in the Odoo 17 ERP
How to Create Map Views in the Odoo 17 ERP
 
Basic phrases for greeting and assisting costumers
Basic phrases for greeting and assisting costumersBasic phrases for greeting and assisting costumers
Basic phrases for greeting and assisting costumers
 
50 ĐỀ LUYỆN THI IOE LỚP 9 - NĂM HỌC 2022-2023 (CÓ LINK HÌNH, FILE AUDIO VÀ ĐÁ...
50 ĐỀ LUYỆN THI IOE LỚP 9 - NĂM HỌC 2022-2023 (CÓ LINK HÌNH, FILE AUDIO VÀ ĐÁ...50 ĐỀ LUYỆN THI IOE LỚP 9 - NĂM HỌC 2022-2023 (CÓ LINK HÌNH, FILE AUDIO VÀ ĐÁ...
50 ĐỀ LUYỆN THI IOE LỚP 9 - NĂM HỌC 2022-2023 (CÓ LINK HÌNH, FILE AUDIO VÀ ĐÁ...
 
How to Break the cycle of negative Thoughts
How to Break the cycle of negative ThoughtsHow to Break the cycle of negative Thoughts
How to Break the cycle of negative Thoughts
 
Introduction to Quality Improvement Essentials
Introduction to Quality Improvement EssentialsIntroduction to Quality Improvement Essentials
Introduction to Quality Improvement Essentials
 
The basics of sentences session 4pptx.pptx
The basics of sentences session 4pptx.pptxThe basics of sentences session 4pptx.pptx
The basics of sentences session 4pptx.pptx
 

Defining a Tech Project Vision in Eight Quick Steps pdf

  • 1. Defining a Tech Project Vision in Eight Quick Steps April 2023
  • 3. What Will We Cover? Why a Project Vision? Getting Started 1. Stakeholders 2. Working Group 3. Process Working Towards a Vision 4. Organizational Goals 5. Audiences 6. Audiences' Goals 7. Constraints 8. Get Buy-in Moving Forward
  • 5. Why a Project Vision? A vision (also called a charter) ensures that everyone has the same understanding of the project, and what’s important. If your team is on the same page, it’s a pretty quick process. Otherwise, it’s much quicker to align up front than to repair your project down the road. Team Vision Halima Maria Leo Trevor
  • 6. 1. Who Are Your Internal Stakeholders? Who will be affected by the project? ● Who can help you understand how processes are currently done? ● Who would be helpful in brainstorming? ● Who should be represented? ● Don’t forget front-end and admin staff…who are often doing hidden workarounds.
  • 7. 2. Whoʼs In the Vision Working Group? You may not be able to practically include all stakeholders, but you should create a core committee. These people should commit to participate in all the conversations it will take to define the Vision. R A C I Responsible Accountable Consulted Informed
  • 8. 3. What is Your Working Process? You’ll need to decide on goals, audiences, and constraints for your project. How will you get there? ● Starting document, hour long meeting, and be done? ● Workshop for each item on the list? ● Something in between? Ensure your committee agrees on how they will work. Mon Tues Wed Thurs Fri Meeting Org Goals Meeting Audiences Meeting Audience Goals Meeting Finalize Get comments; finalize Prep Prep Prep Prep Get comments; finalize Get comments; finalize Get comments; finalize
  • 10. 4. What are Your Goals? What does your organization hope to increase or decrease by doing this project? ● Ensure they are strategic goals (the end result) rather than tactics (the features) ● Try to approximately rank order them ● Choose 1-3 to be your “North Goals”-- the things that would be the difference between success and failure. Responsible Accountable Consulted Informed
  • 11. 5. Who are Your Audiences? What people will be impacted by the project? This is anyone who you’re trying to address with a goal, whether internal or external. ● Be specific. The general public or staff are not useful audiences. ● Ensure they are people. Not: Local businesses or policy makers. ● Divide out your primary audiences.
  • 12. 6. What are Your Audiencesʼ Goals? For your top several audiences, what do you imagine they would most like to see from your project? ● This is a very useful question to brainstorm with your working group. ● Be realistic. Most audiences want free things, basic information, and to make their lives easier, for starters. ● If you have research, or have the time/ budget to do it, this is a great time to use it.
  • 13. 7. What are Your Constraints? What are the limitations that you’ll need to design around? ● Budget and timeframe ● Personnel: do you need to be able to support the new project with certain people? In a certainly amount of staff hours? ● Technology: is it impractical to change an underlying system, like a content management or constituent management system? Quality Time Scope $$$
  • 14. 8. Get Buy-in Do you have buy-in on all of that? Terrific! Make sure you document it in case there’s questions down the road. Responsible Accountable Consulted Informed
  • 15. 8. Move Forward! What are your potential next steps? ● For a basic project, just define a schedule and budget and start ● Or define a tactical definition of what will be done (research, strategy, a sitemap, diagram, etc) ● Or put out a Request for Information to hire someone to do the project