Technology Planning for Small Nonprofits (11NTCsmallplan)

Technology Planning for Small Non-profits

#11NTCsmallplan

Kristin AndersonTony BrunswickDan Shenk-Evans

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Take-aways

1) Assigning IT responsibilities in a small org2) How to prioritize IT decision-making3) Basic Elements of IT Budget

Agenda

I. IntroductionsII. OverviewIII. Responsibility for ITIV. Prioritizing ITV. Basic elements of IT BudgetVI. Panel Q&AVII.Closing

Speakers• Kristin Anderson

Director of Operations, Congressional Hunger Center• Tony Brunswick

COO, LIFT• Dan Shenk Evans

IT Director, Capital Area Food Bank

• Johan HammerstromVP Client Services, Community IT Innovators

small

responsibility

Ownership

• Someone has to own IT• They need to have authority• Executive leadership needs to support them• Having a point person has an impact• What will fit with your culture?

responsibility

Getting buy-in…

• Walk leadership through different scenarios• Tell some good stories• Educate leadership in an inclusive way• Set realistic expectations• Be patient, be persistent

responsibility

Value of IT

a) Return on investmentb) Achieving the missionc) What your peers are doingd) Know what matters to leadershipe) Impact on job satisfaction and retention

responsibility

Dividing IT responsibilities

• Network Infrastructure• Databases and data assets– Financial– Fundraising : CRM– Programs

• Online communication– Web site & Social Media

responsibility

Affirmation

• Technology is important,your organization needs to be focused on it

• Focusing on technology brings tremendous value to your organization

responsibility

prioritizing

Assess the current state

• Talk to staff• Listen to your gut• Conduct a formal network audit

prioritizing

Organizational strategy

• What is your strategic plan?• Look over the last 2-3 years, and 2-3 years

ahead• Growth, Reduction, New funding sources,

New programs, New locations

prioritizing

Capacity

• What is your internal capacity?• Pros/Cons of working with consultants

prioritizing

budgeting

Hardware

• Network– Switches– Firewall

• Servers– Cloud– Virtualization & consolidation

budgeting

Hardware

• Workstations– Replace every 3-5 years– Align with your funding– Cascade down to interns, volunteers

• Laptops– Replace every 3 years– Support contract and warranty

• Budget for eCycling!budgeting

Software

• Hosting– Host locally?– Migrate to the cloud?

• Routine upgrades– Upgrade server OS– Upgrade Office version

• Training to use software

budgeting

Security

• Backup – Local devices– Hosted service

• Anti-virus– Local software– Email & Web filtering

• Passwords

budgeting

Ongoing Contracts

• Internet Services– Internet Connection– Web-hosting– Domain name

• Annual Support Contracts– Hardware– Software

budgeting

Support

• IT Support:– In-house– Volunteer– Support firm

• IT Acceptable Use Policy

budgeting

Ensuring follow-through

• Assign clear owners within the organization• Meet regularly• Present results• Compare to budget

budgeting

www.citidc.com/ntc• this presentation• budget spreadsheet template • additional resources• contact info

Session EvaluationEach entry via text or web is a chance to win

great NTEN prizes throughout the day!

Session Evaluations Powered By:

TEXTText #NTCsmallplan

to 69866.

ONLINEUse #NTCsmallplanat http://nten.org/ntc/eval