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GET A HANDLE ON YOUR TECHNOLOGY: A
MINI-WORKSHOP
We help nonprofits use
                             technology to achieve their
                                   full potential.

We do this by lowering the
 barriers to technology
 through access to tools,
 knowledge, training and
          talent.
Learn About Technology
Get Products




   Register your organization today, to be eligible to
  request over 300 products from 28 donor partners!
      www.TechSoupCanada.ca/getting_started
TechSoup Canada Donations
             Program




    More than 300+ Products from 28 Corporate Donors.
Available to registered charities, nonprofits and libraries.
AGENDA

Welcome & Introductions
Why is technology planning important?
Technology self-assessment
Setting priorities
Sharing & discussion
INTRODUCTIONS

Name
Organization
What are you hoping to get out of this
evening?
WHY PLAN FOR TECHNOLOGY?
Tierney Smith
TechSoup Canada
YOUR ORGANIZATION IS LIKE A HOUSE…
MOST IMPORTANT IS YOUR MISSION


                          Mission
WHICH YOU WORK TOWARDS THROUGH YOUR
PROGRAMS & SERVICES


                       Mission




                       Programs &
                       Services
TO FUNCTION, YOUR PROGRAMS NEED A
STRONG FOUNDATION


                         Mission




                         Programs &
                         Services



                         Admin & Shared
                         Services
PUTTING IT ALL TOGETHER!


                           Mission




                           Programs &
                           Services



                           Admin & Shared
                           Services
LET’S FOCUS ON YOUR TECHNOLOGY
FOUNDATION


                          Mission




                          Programs &
                          Services




             Technology
WE ALL WANT THIS:
BUT THIS IS MORE THE REALITY:
WHICH IS FINE… UNTIL THIS HAPPENS:
• What makes a good
technology foundation?

• How do I balance competing
  priorities?

• If everything is a mess, where do I
  start?
SELF-ASSESSMENT
4 FACETS OF TECH PLANNING

1. The Basics
2. Day-to-Day
3. Strategy
4. Innovation
THE BASICS

• Up to date technology
• Support
• Security
• Backup
• Policies
DAY-TO-DAY

• What are all the types of software you use to
  do your work?
• Think of:
   • Installed software
   • Online (cloud) programs
   • Databases
STRATEGY

• It’s hard to make progress if your leadership
  doesn’t buy in!


• Technology decisions shouldn’t be an
  afterthought. Tie it to strategy & program
  goals.
INNOVATION

• Technology is always changing… so
  there’s always room to grow & learn


• Transforming your organization
• Transforming service delivery
BRINGING IT ALL TOGETHER

• Count up your “score” in each area
PRIORITIZING

• You can’t do everything at once
• Where do you need to focus?
• Be realistic.


Pick 2 areas to focus on.
PRIORITIZING
SHARING

• What parts of the assessment did you
  score well on? Or not?
• What surprised you?
• What have you chosen as your 2
  priorities?
WHAT’S NEXT?

• Planning timeline
• Budgeting
• Learning about tools, case studies
• Mobilize resources
   •   Tech-savvy staff, volunteers, consultants

• Lather, rinse, repeat
   •   Reassess in a few months
ONLINE RESOURCES

•    Technology planning series of articles
http://techsoupcanada.ca/learning_centre/articles/tech_planning_getting_started


• Tech planning resources in our Learning Centre
http://techsoupcanada.ca/learning_centre/topics/tech_planning


• List of some common nonprofit tools
http://www.techsoupcanada.ca/checklist


• Reviews of cloud tools
http://www.platformation.ca/
RECOMMENDED READING

•    Managing Technology to Meet Your Mission
Edited By Holly Ross, Katrin Verclas and Allison Levine

•    The Networked Nonprofit
By Beth Kanter and Allison Fine

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Getting started with tech planning

  • 1. GET A HANDLE ON YOUR TECHNOLOGY: A MINI-WORKSHOP
  • 2. We help nonprofits use technology to achieve their full potential. We do this by lowering the barriers to technology through access to tools, knowledge, training and talent.
  • 3. Learn About Technology Get Products Register your organization today, to be eligible to request over 300 products from 28 donor partners! www.TechSoupCanada.ca/getting_started
  • 4. TechSoup Canada Donations Program More than 300+ Products from 28 Corporate Donors. Available to registered charities, nonprofits and libraries.
  • 5. AGENDA Welcome & Introductions Why is technology planning important? Technology self-assessment Setting priorities Sharing & discussion
  • 6. INTRODUCTIONS Name Organization What are you hoping to get out of this evening?
  • 7. WHY PLAN FOR TECHNOLOGY? Tierney Smith TechSoup Canada
  • 8. YOUR ORGANIZATION IS LIKE A HOUSE…
  • 9. MOST IMPORTANT IS YOUR MISSION Mission
  • 10. WHICH YOU WORK TOWARDS THROUGH YOUR PROGRAMS & SERVICES Mission Programs & Services
  • 11. TO FUNCTION, YOUR PROGRAMS NEED A STRONG FOUNDATION Mission Programs & Services Admin & Shared Services
  • 12. PUTTING IT ALL TOGETHER! Mission Programs & Services Admin & Shared Services
  • 13. LET’S FOCUS ON YOUR TECHNOLOGY FOUNDATION Mission Programs & Services Technology
  • 14. WE ALL WANT THIS:
  • 15. BUT THIS IS MORE THE REALITY:
  • 16. WHICH IS FINE… UNTIL THIS HAPPENS:
  • 17. • What makes a good technology foundation? • How do I balance competing priorities? • If everything is a mess, where do I start?
  • 19. 4 FACETS OF TECH PLANNING 1. The Basics 2. Day-to-Day 3. Strategy 4. Innovation
  • 20. THE BASICS • Up to date technology • Support • Security • Backup • Policies
  • 21. DAY-TO-DAY • What are all the types of software you use to do your work? • Think of: • Installed software • Online (cloud) programs • Databases
  • 22. STRATEGY • It’s hard to make progress if your leadership doesn’t buy in! • Technology decisions shouldn’t be an afterthought. Tie it to strategy & program goals.
  • 23. INNOVATION • Technology is always changing… so there’s always room to grow & learn • Transforming your organization • Transforming service delivery
  • 24. BRINGING IT ALL TOGETHER • Count up your “score” in each area
  • 25. PRIORITIZING • You can’t do everything at once • Where do you need to focus? • Be realistic. Pick 2 areas to focus on.
  • 27. SHARING • What parts of the assessment did you score well on? Or not? • What surprised you? • What have you chosen as your 2 priorities?
  • 28. WHAT’S NEXT? • Planning timeline • Budgeting • Learning about tools, case studies • Mobilize resources • Tech-savvy staff, volunteers, consultants • Lather, rinse, repeat • Reassess in a few months
  • 29. ONLINE RESOURCES • Technology planning series of articles http://techsoupcanada.ca/learning_centre/articles/tech_planning_getting_started • Tech planning resources in our Learning Centre http://techsoupcanada.ca/learning_centre/topics/tech_planning • List of some common nonprofit tools http://www.techsoupcanada.ca/checklist • Reviews of cloud tools http://www.platformation.ca/
  • 30. RECOMMENDED READING • Managing Technology to Meet Your Mission Edited By Holly Ross, Katrin Verclas and Allison Levine • The Networked Nonprofit By Beth Kanter and Allison Fine