Technology Planning for Nonprofits

Jane ZhangProgram Director, TechSoup Canada

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About TechSoup Canada

We help non-profits use technology to achieve their full potential. We do this by lowering the barriers to technology through access to tools, knowledge, training and talent.

• 25 donor partners, over 300 donated technology products

• TechSoup Canada is a collaborative effort by: – TechSoup Global– the Centre for Social Innovation– Information Technology Association of Canada– Ontario Trillium Foundation

What does technology mean to you organization?

Website

Newsletter

Emails

Phone System

CRM

Stories

Conversations

Ideas/Inspirations

Knowledge Exchange

Communities

That’s great…. but…

Taking care of the Basics

Where You Are

Security

Backups

Keeping things current

1

Setting Goals

Translate mission into action

Prioritize what is important

Don’t be afraid

Be in the driver’s seat

2

Marketing

Fundraising

Organizational Goal

HR

Communications

Knowledge

Goals from Strategic Plan

Technology Related Goals

Improve service to clients by making it easier from staff in all program areas to work together on client cases.

Upgrade organizational database systems so that they can be used as an integrated case management system across all program areas

Increase number of past clients that stay connected to the organization as donors or volunteers.

Create monthly e-newsletter that informs past clients of happenings and volunteer opportunities in our organization

And so on…

Having a Conversation

3

Mapping Out the Process

4

Identify Gaps

Organization Strength

Organizational Challenges

Infrastructure Have server for file sharing

Computers are old and slow

Software Most software up to date

Does not have donor management software

Skills Staff member have experience with CRM

Most staff have basic computer skills

Attitude Younger staff embraces social media

Staff find learning new technology difficult

Resources Access to Tech Workshops

Lack of knowledge on available toolsf

5

Prioritize

6

Low cost $

Low impact

High impact

High cost $$

Be Smart

Automate tasks that are repetitious or mundane.

Create a “force field graph” to move away from tasks you don’t like doing and toward tasks you are passionate about

Make an Action Plan

Name Task Due by

Alice Research CRM options

Q2 - 2011

Jim Replace all computers and upgrade to windows 7

Q4 -2011

And so on…

7

Cost it Out

Item 2011 2012 2013 Notes

Infrastructure and support

$12,000 $12,000 $12,000 4 ppl/PC X $250/month per PC

Web site –baseline

$5,000 $5,000 $5,000 Hosting/webmaster

New CRM $0 $12,000 $2,000 Implementation/training

And so on…

8

Piecing it together

Get Informed

Test the Tools

Find the Expertise

Transfer the Knowledge

9

Setting Goals - Reloaded 10

Marketing

Fundraising

Organizational Goal

HR

Communications

Knowledge

Questions?

jane@techsoupcanada.ca

Resources for this webinar: www.techsoupcanada.ca/learning_centre/webinars