Getting started with tech planning

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At Toronto Net Tuesday on March 13 2012, Tierney (TechSoup Canada's Manager of Learning & Special Projects) led the group of nonprofits through a technology self-assessment to determine the areas where they need to focus. A full recap of the event, along with resources, is available here: http://www.techsoupcanada.ca/community/blog/toronto_net_tuesday/tech_planning_workshop

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Getting started with tech planning

  1. 1. GET A HANDLE ON YOUR TECHNOLOGY: AMINI-WORKSHOP
  2. 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. 3. Learn About TechnologyGet Products Register your organization today, to be eligible to request over 300 products from 28 donor partners! www.TechSoupCanada.ca/getting_started
  4. 4. TechSoup Canada Donations Program More than 300+ Products from 28 Corporate Donors.Available to registered charities, nonprofits and libraries.
  5. 5. AGENDAWelcome & IntroductionsWhy is technology planning important?Technology self-assessmentSetting prioritiesSharing & discussion
  6. 6. INTRODUCTIONSNameOrganizationWhat are you hoping to get out of thisevening?
  7. 7. WHY PLAN FOR TECHNOLOGY?Tierney SmithTechSoup Canada
  8. 8. YOUR ORGANIZATION IS LIKE A HOUSE…
  9. 9. MOST IMPORTANT IS YOUR MISSION Mission
  10. 10. WHICH YOU WORK TOWARDS THROUGH YOURPROGRAMS & SERVICES Mission Programs & Services
  11. 11. TO FUNCTION, YOUR PROGRAMS NEED ASTRONG FOUNDATION Mission Programs & Services Admin & Shared Services
  12. 12. PUTTING IT ALL TOGETHER! Mission Programs & Services Admin & Shared Services
  13. 13. LET’S FOCUS ON YOUR TECHNOLOGYFOUNDATION Mission Programs & Services Technology
  14. 14. WE ALL WANT THIS:
  15. 15. BUT THIS IS MORE THE REALITY:
  16. 16. WHICH IS FINE… UNTIL THIS HAPPENS:
  17. 17. • What makes a goodtechnology foundation?• How do I balance competing priorities?• If everything is a mess, where do I start?
  18. 18. SELF-ASSESSMENT
  19. 19. 4 FACETS OF TECH PLANNING1. The Basics2. Day-to-Day3. Strategy4. Innovation
  20. 20. THE BASICS• Up to date technology• Support• Security• Backup• Policies
  21. 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. 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. 23. INNOVATION• Technology is always changing… so there’s always room to grow & learn• Transforming your organization• Transforming service delivery
  24. 24. BRINGING IT ALL TOGETHER• Count up your “score” in each area
  25. 25. PRIORITIZING• You can’t do everything at once• Where do you need to focus?• Be realistic.Pick 2 areas to focus on.
  26. 26. PRIORITIZING
  27. 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. 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. 29. ONLINE RESOURCES• Technology planning series of articleshttp://techsoupcanada.ca/learning_centre/articles/tech_planning_getting_started• Tech planning resources in our Learning Centrehttp://techsoupcanada.ca/learning_centre/topics/tech_planning• List of some common nonprofit toolshttp://www.techsoupcanada.ca/checklist• Reviews of cloud toolshttp://www.platformation.ca/
  30. 30. RECOMMENDED READING• Managing Technology to Meet Your MissionEdited By Holly Ross, Katrin Verclas and Allison Levine• The Networked NonprofitBy Beth Kanter and Allison Fine

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