community it innovators - it planning & budgeting 102413
DESCRIPTION
As a follow up to the May webinar on IT Planning & Budgeting, we organized a joint webinar with Nonprofit Roundtable to share case studies and best practices. While everyone agrees that technology is an essential resource, organizations often underestimate technology costs and overlook critical conversations with their IT team/partners. In this webinar Johan Hammerstrom, COO at Community IT Innovators, talked about the essential elements of an annual IT budget, IT considerations in a project budget, and key personnel in building the budget and managing it. We also had a guest speaker, Norwin Herrera, IS Manager at La Clinica del Pueblo who shared his organization’s experience around IT Planning & Budgeting.TRANSCRIPT
Community IT Innovators Webinar Series
Johan HammerstromChief Operating Officer
Community IT Innovators
Norwin HerreraLa Clinica del Pueblo
October 24, 2013
IT Planning & Budgeting
Webinar Tips
• Ask questionsPost questions via chat
• InteractRespond to polls during webinar
• FocusAvoid multitasking. You may just miss the best part of
the presentation
• Webinar Powerpoint & RecordingPowerpoint and recording links will be shared after the
webinar
About Community IT
Community IT Innovators partners with nonprofits to help them solve
their strategic & day-to-day IT challenges.
StrategicProactive approach so you can make IT decisions that support your
mission and grow with you
Collaborative Team of over 40 staff who empower you to make informed IT choices
Invested We are committed to supporting your mission, and take care of your IT
network as if it were our own
Nonprofit focus Worked with over 900 nonprofits since 1993
About Nonprofit Roundtable
The Nonprofit Roundtable is an alliance of over 300 nonprofits and
community partners building the strength, visibility, and influence of
the nonprofit sector to improve the quality of life for all in the
Greater Washington region.
o Strength - Empowering leaders
o Visibility - Increasing outreach
o Influence - Developing partnerships
One of the ways they strengthen the nonprofit sector is by hosting a
Technology for Nonprofits Discussion Group. Contact Malcolm
Furgol [email protected] if your organization is
interested in joining.
Presenters
Johan HammerstromChief Operating Officer
Community IT Innovators
Norwin Herrera
La Clinica del Pueblo
Poll
How many staff are in your organization?
- 1-20
- 20-50
- 50-100
- More than 100
Planning Framework
4. Info Systems
3. Backup
2. Physical Devices
1. Network Connectivity
IT Governance
Governanceall photos from Wikimedia commons
Poll
Who manages IT at your organization?
- Chief Information Officer
- IT Director
- IT Support Staff
- Other
- No one
Governance Essentials
1) Leadership
2) Organizational
Structures
3) Processes
1) Leadership
• Engaged
• Committed
• Not expert, but interested
• Provide oversight
IT Director/CIO
• Move beyond Control to Collaboration
“Easy to Work with”
• Translate IT Goals into Business Goals
“Interested in Program”
• Must be empowered by executives
2) Organizational Structures
• Accountability
• Regular reporting and check-ins
• Involve in planning process
• Require approval
3) Processes
Assessment
Poll
Has your organization done an IT assessment
recently?
- Yes
- No
Enterprise Architecture
- Simple way of mapping business processes to applications and systems
- A lot of applications may be in the cloud or linked to other applications
Business Process Business Process Business Process
Email File Sharing CRM
Application Exchange Windows Salesforce
Platform OrgSrv01 OrgSrv02 Salesforce
Hardware VirtualHost1 VirtualHost2 N/A
1. Connectivity Stable Attention Critical
a. Internet
b. Local Area
Network
2. Devices Stable Attention Critical
a. Front Office
b. Back Office
3. Backups Stable Attention Critical
a. Disaster
Recovery
b. Retention
4. Info Systems Stable Attention Critical
a. Email
b. Files
c. Other
Action Plan
1. Establish Reporting Structure
2. Improve Connectivity
3. Upgrade Email
4. Hardware Refresh
Budget: an estimate of incomeand expenditure for a set period of time
Planning: process of thinkingabout organizing activities required to achieve a desired goal
Network
Audit (Hardware
and Software)
Create a
prioritized
wish list (“all your
dreams”)
Always add
a little more
Consider how
much is
allowed
Execute your
budget
assigned
Request that
IT must be
involved in
the process
of creating
budget in the
organization
Remember
that IT is
always
thinking for
the entire
organization
not for a
select group
of people
Do not forget
to proceed
based on
experience
2012 Proposed Budget:
2012 Executed Budget:
Instead or recycling them,
we format the pc and create an
“staff give away program”
We found an option with
Govconnection to image the
computers for a lower price.
Questions?
Upcoming Webinar
November 14
Nonprofit IT Trends: Look Back at 2013
Presenters
Johan Hammerstrom, COO
Matthew Eshleman, CTO
Next Steps
• Connect with us
• 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.
Schedule Free Consultation
We can help your organization figure out how
to get started with IT Planning & Budgeting.
Email [email protected] to schedule
a free 30 minute phone consultation.