Planning and IT Project Management for Nonprofits

Planning and IT ProjectManagement for Nonprofits

Community IT Innovators Webinar Series

August 25, 2016

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• InteractAsk questions via chat.

• Focus Avoid multitasking. You may just miss the best part of the presentation.

• Webinar Slides & RecordingPowerPoint and recording links will be shared after the webinar.

About Community IT

Advancing mission through the effective

use of technology.

• Invested Work exclusively with nonprofit organizations, serving over 900 since 1993.

• Strategic Help our clients make IT decisions that support mission.

• Collaborative Team of over 30 staff who empower you to make informed IT choices.

Steve Longenecker

Director IT Consultingslongenecker@communityit.com

Johan Hammerstrom

President & CEOjhammerstrom@communityit.com

Planning and Projects:Implementing new IT solutions.

CIO PMO

Engi

neer

Help Desk

IT Department

4 Roles of IT Department

CIO

• Business and requirements analysis

• Solutions evaluation

• Architecture and design

PMO

• Project management

• Change management

• User adoption

Services Oriented Approach

IT SolutionAn IT solution is one or more IT systems that enable a business process or function.

How do you select, plan and implement the right IT solution?

“Don’t jump to solution!”

Don’t jump to specific IT system!

The right IT system can be the solution…

if it delivers value,

and is well implemented.

Traditional Approach

• Identify Requirements

• Evaluate Solutions

• Pick one

• Implement…

Traditional Approach

• Problem Solved!

It is about the journey as much as

the destination.

Don’t overindex selection.

How do you select, plan and implement

an IT solution that delivers value?

CONTEXT

Establishing context

Political

Cultural

Financial

Technical

Contextual Analysis

• Limitations

• Strengths

• Pain Points

• Needs

Political

Cultural

Financial

Technical

Political Context• Who has the authority to make decisions?

• Existing organizational vision/priorities

• Cost/Benefit value to leadership

• Funding incentives

• Fiefdoms, Pet Projects

• Leadership Capacity

Financial Context

• Funding & funding sources

• Annual budget

• Return on Investment (ROI)

• Short and long term perspectives

Cultural context• Staff flexibility and self-sufficiency

• Level of technical aptitude

• Cost/benefit value to staff

• Other initiatives and distractions

• Staff turnover

• History

Technical Context• On premise?

• Cloud based?

• Legacy systems?

• Integration

• Technical support capacity

Balancing contexts

PM Table Stakes• Planning with milestones

• Dependencies

• Tracking the budget

• Logistics

• Regular briefings

Change Management

• Communication

• Expectation setting

• Training

Key PM questions

• How quickly can you move?

• How much communication?

• What level of training?

• Wait until after the annual conference

Some examples

• Google Apps vs. Office 365

• OneDrive vs. DropBox

• Raiser’s Edge vs. Salesforce

• Cloud vs. On-premise

Upcoming Webinar

Planning for an Office MoveThursday September 15

4:00 – 5:00 PM ESTRick Alloway &

Gana Jiya

Provide feedback Short survey after you exit the webinar. Be sure to include any questions that were not answered.

Missed anything? Link to slides & recording will be emailed to you.

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