Tech Planning Smack Down #14NTCsmack Lindsay Bealko @lindsaybealko Andrea Berry @idealware Steve Heye @steveheye

Tech Planning Smack Down#14NTCsmack

Lindsay Bealko @lindsaybealkoAndrea Berry @idealwareSteve Heye @steveheye

Source: https://www.stephencovey.com/about/about.php

Step 1: Sort Homeruns from Sugar

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2Urgent Not Urgent

Not

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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

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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


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


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


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?”

Financial Model

• FundEZ• Contracts

Position Verticals and Social Enterprise

• Salesforce for Social Ent.

• Studentforce

Contribution Model

• Salesforce• Websites• Email Blast• Volunteers• Social Media• Digital Authors

Enterprise Management• Data

Repository• Manual• Silo'd• Internal

Enterprise Software

From

• Data Informed• Automated• Integrated• Hosted

Enterprise Software

To

• Documents• Manual

Business Analysis

From

• Living process• Automated

Business Analysis

To

• Surface Information• Base Metrics• Data• Solid Metrics

Information Management

From

• Deeper Dive• Innovation &

Intrpretation• Information• Data Informed

Information Management

To

• Tech Dependent• Ad-Hoc• Heavy Lifting

ReportingFrom

• User Friendly• Defined• Flexible tools

ReportingTo

Key Projects- In Progress:• Implement new Student

Management System• Refine use of Salesforce for

Donor, Hiring Partner and Volunteer management

• Establish Data Governance and Business Process Management Structures (multi-year)

Key Projects- FY15:• Operations Software for

Social Enterprises• Replace FundEZ –

Contracts Software• Volunteer Tracking

Software

Mission Statement

• The Cara Program prepares and inspires motivated individuals to break the cycle of homelessness and poverty, transform their lives, strengthen our communities, and forge paths to real and lasting success.

• Technology Mission: Create & maintain an integrated technology platform to enable staff, strengthen organizational capacity and impact the mission of The Cara Program.

Mission Statement

Feeding America is the nation's leading domestic hunger-relief charity. Our mission is to feed America's hungry through a nationwide network of member food banks and engage our country in the fight to end hunger.

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Review: Make it HappenTactical 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


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Find a model to help you assess current state & to provide a common language to talk about tech.


Tactical

Strategic

Missional

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Lindsay Bealko @lindsaybealkoAndrea Berry @idealwareSteve Heye @steveheye

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