Technology Planning – Sharing challenges and successes March 12, 2009 Hosts: Kathleen Brockel & Rachel Medina

1. Technology Planning –
Sharing challenges and successes
March 12, 2009
Hosts: Kathleen Brockel & Rachel Medina

2. Today’s Discussion  Immediate tech
 Tech Planning planning needs facing
Challenges programs?
 Causes of the  Planning process
Difficulties problems?
 NTAP’s Google site  Tech & staff needs
to share resources assessment
problems?
 Report drafting
problems?

3. Participant role in their program
Attorney or Supervising Attorney
IT Manager, Director of
Technology, Sys Admin
Executive Director or Deputy
Director
Paralegal or Other Support Staff
Other

4. 0
10
20
30
40
50
60
70
80
Doc.
44
Production
Tech personnel
63
plans
SW Website
20
Dev.
Intake & Phone
27
Sys.
Knowledge
70
Mgmt
Most Challenging parts of Tech Planning

5. Challenges for Tech Planning
80
70
60
50
40
30
20
10 Series1
0

6.  Knowledge management
 Developing adequate tech personnel
planning
 Tech training
 Systems for PAI support
 Document production & document
assembly

7. Causes of Tech Planning Challenges
Don’t know what changes
can be enacted on a tight
budget,
Don’t know much about
the topic
Tech planning for
particular topic seems
too time intensive
Don’t expect to have
money to implement
changes/improvements
Don’t see how tech
planning area will benefit
organization,

9. • Overall Program Capacity
• Management of Client and Case Data
• Production and Supervision of Legal Work
• Records Management
• Knowledge Management
• Intake and Telephonic Advice
• Direct Assistance to Low Income Persons
• Support for Use of Private Attorney
• Security
• Training
• Communication
• Administration

10. • Overall Program Capacity
– Planning - tech planning should be fully integrated
into overall program planning
– Budgeting - adequate funds should be budgeted
for:
• ongoing maintenance and upgrades of hardware &
software
• necessary personnel to support and maintain system
• training in using it
– Personnel - sufficient capacity to:
• maintain equipment, networks, databases and software

11.  At a minimum the plan should include:
◦ Description of program's technology planning
process
◦ Identification of specific baseline technology
capacities the program lacks
◦ Description of strategies program will employ
to acquire each missing baseline capacity
◦ Discussion of how technology planning is
integrated into the program's overall service
delivery planning

12.  Immediate tech planning needs facing
programs?
◦ Process problems?
◦ Problems with specific technologies?
 What are programs doing now?
 What suggestions/plans do you have to
share?

13.  Assembly your technology planning team
 Review mission & vision
 Assess program & staff needs (ideally as
part of overall program planning)
 Assess technology that meets the mission
& vision
 Identify gaps
 Strategize improvements

16.  Dates:
◦ Thursday June 11
◦ Thursday September 10
◦ Thursday November 12
 Proposed discussion topics:

17.  kathleen@lsntap.org
 rachel@lsntap.org