Planning and IT Project Management for Nonprofits Community IT Innovators Webinar Series August 25, 2016
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Planning and IT ProjectManagement for Nonprofits
Community IT Innovators Webinar Series
August 25, 2016
Webinar Tips
• 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.
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
Steve Longenecker
Political role: responsible for selling project to leadership and getting the budget.
Steve Longenecker
Worth exploring difference in CIO technical planning from PMO technical planning.
PMO
• Project management
• Change management
• User adoption
Steve Longenecker
Project Management has technical planning component, no?
Steve Longenecker
Lots to unpack in "Project Management"
Services Oriented Approach
IT SolutionAn IT solution is one or more IT systems that enable a business process or function.
Steve Longenecker
Do we want a slide just for ITIL?
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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