technology from the top -morales

20
Technology From the Top - Why and How to Align Technology With Your Mission - [187] Saturday April 10 – 3:30 – 5:00 pm Carlos Morales Paul Zobitz

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One key differentiator for the top tier nonprofits of any size is the attention paid to technology resources. In these successful nonprofits, a comprehensive technology strategy is aligned with the mission and the strategy is understood at all levels of the organization. During this session we will discuss how to align technology and mission for the success of the organization.

TRANSCRIPT

Page 1: Technology from the top -morales

Technology From the Top - Why and How to Align

Technology With Your Mission - [187]

Saturday April 10 – 3:30 – 5:00 pm

Carlos Morales

Paul Zobitz

Page 2: Technology from the top -morales

About Us

• Carlos Morales– [email protected]– @mninstitute– @carlosjmorales– 763.712.7619

• Paul Zobitz– [email protected]– @zedroch– 612.386.1765

Page 3: Technology from the top -morales

Technology Successes

• In your organization, what is one of your greatest technology success stories?

Page 4: Technology from the top -morales

Technology Gone Awry

• In your organization, when has technology not worked out quite as planned?

Page 5: Technology from the top -morales

What made the difference?

• How closely connected was the success stories with your mission?

• What factors led to the projects gone awry?

Page 6: Technology from the top -morales

Activity: Mission Statement

1. Write out your mission statement

2. Circle any key words that should inspire the technology plan.

3. How do you currently utilize technology to support the words you circled? What changes should you make?

Page 7: Technology from the top -morales

Activity: Income Sources

1. Write down the top 3 sources of income for your organization.

2. What is important to these income sources?

3. How can technology be better used to support their needs?

Page 8: Technology from the top -morales

Activity: Customers, Clients, People Served

1. Who are the main people served by your organization?

2. How do you meet or support their needs?

3. How can technology be better used to support their needs?

Page 9: Technology from the top -morales

Activity: Technology Infrastructure

1. Write down the technology that is used in your organization.

2. Classify each one as a Need or a Nice to Have.

Page 10: Technology from the top -morales

Activity: Technology Infrastructure

3. For the Needs, write out what role that technology performs to support the mission of the organization.

4. For the Nice to Haves, answer how they enhance organizational performance.

5. Can you provide an economic impact?

Page 11: Technology from the top -morales

Conclusion

Page 12: Technology from the top -morales

Conduct an effective technology needs analysis for your

organization.

• Why non-profits needs to do a technology assessment

• Technology Advisory committee

• Managing the process

Page 13: Technology from the top -morales

Conduct an effective technology needs analysis for your

organization.

• Communicating technology to non-profits executives

• Evaluating and continuous improvement strategies

Page 14: Technology from the top -morales

Why do a Technology Needs Assessment?

• Planning can ensure technology supports the mission and strategic plan

• Avoid duplicated effort

• Know if any critical procedures or policies are missing

• Avoid spending your training dollars in the wrong place

Page 15: Technology from the top -morales

Technology Plan Pyramid

MissionGoals

Strategies

Application/Tools(email, web, office

software, social media)

Infrastructure(computers, network, training, staff, budget}

Page 16: Technology from the top -morales

Creating a technology advisory committee

• You might not know everything about technology

• You might not know everything about your constituents

• You might not know everything about your colleagues

• You need supporters

Page 17: Technology from the top -morales

Managing the process

• Develop a team

• Conduct meetings

• List the planning tasks

• Develop a timeline for completing the plan

Page 18: Technology from the top -morales

Managing the process

• Setting priorities

• Determine roles and responsibilities

• Budget for the creation of the plan

• Track and chart process

• Communicate frequently and effectively

Page 19: Technology from the top -morales

Questions?

Page 20: Technology from the top -morales

Evaluation Code: 187

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