nten planning and prioritizing
DESCRIPTION
Slides from my session on Chapter four of the NTEN book "Managing technology to Meet Your Mission". This is advise on how to frame IT planning in an organization and strategies for tight-resourced orgs to make creative investments and get the most out of them.TRANSCRIPT
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Peter Campbell Techcafeteria April, 2009
How to DecideIT Planning and Prioritizing
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Peter Campbell Techcafeteria April, 2009
Organizational PlanningA unified strategic plan
ties together the:
Strategic plan,
Business plans, and
Budget
by using balanced scorecards and business process maps to strictly tie actions and expenses to mission-serving strategies.
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Peter Campbell Techcafeteria April, 2009
Balanced ScorecardsA balanced scorecard
identifies four areas that your strategic plan should address:
financial,
constituent (or customer),
internal business processes, and
employee learning and growth.
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Peter Campbell Techcafeteria April, 2009
Balanced ScorecardConstituent strategies
might include:
starting a newsletter to inform and engage constituents, or
program-related services, such as offering classes to job seekers or providing counseling to abuse victims.
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Peter Campbell Techcafeteria April, 2009
Balanced ScorecardsInternal business process strategies might include:
replacing analog phones with a Voice over Internet Protocol (VoIP) system, or
instituting a new purchase order process.
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Peter Campbell Techcafeteria April, 2009
Balanced ScorecardsEmployee training and growth strategies include:
employee bonuses,
internal training,
and mentoring and coaching programs.
Balanced Scorecards
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Peter Campbell Techcafeteria April, 2009
Example: Supporting Criteria
StrategyStrategy AreaArea ObjectivesObjectives MeasuresMeasures TargetsTargets InitiativesInitiatives
Increase
constituent
awareness of
our accomp
lish-ments
by distributing a
monthly email
newsletter
Consti-tuents
Increase
mission awaren
ess
Increase
donations
Improve commu
ni-cation
eCRM analytic
s
Donations
increases
5% increas
e in new
prospects
7% increas
e in donatio
ns
Start monthly newslet
ter
Add membe
r-ship to
web site
Publicize in NP Times
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Peter Campbell Techcafeteria April, 2009
Technology PlanningYou can’t budget effectively on a year-to-year basis.
Long-term planning allows you to spread out recurring costs and space out large projects in ways that even out the expense.
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Peter Campbell Techcafeteria April, 2009
Technology PlanningDeveloping a road map for major system upgrades and replacements will smooth and foster adoption.
Large projects, such as email system upgrades or changing databases, can be planned in ways that will ease the pain for everyone involved.
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Peter Campbell Techcafeteria April, 2009
Elements of the PlanTechnology plans
should have at least three components:
Strategy
Support
Actions
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Peter Campbell Techcafeteria April, 2009
A plan answers these questionsHow will the actions
laid out in the plan support the mission and organizational strategic plan?
How will staff be resourced to use the technology?
Does the organization have a coherent strategy for application support and training?
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Peter Campbell Techcafeteria April, 2009
Business Process Mapping
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Peter Campbell Techcafeteria April, 2009
Comprehensive evaluationSWOT analyses
Technical and end-user assessments of options
Clear understanding of business needs versus software assumptions
Creativity
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Peter Campbell Techcafeteria April, 2009
360ParticipationSoftware evaluations have to be made by both the technologists and the users, and those decisions have to be vetted from the top.
If the users don’t know what the application will do for them, it’s not worth buying
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Peter Campbell Techcafeteria April, 2009
ConclusionGood planning requires that you understand who you are, what technology must do well for you, and where you can get away with it by doing things more creatively, or, perhaps, not quite as elegantly as a for-profit organization might.
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Peter Campbell Techcafeteria April, 2009
ResourcesFurther information and
relevant links are at the Managing Technology to Meet Your Mission wiki:
http://www.meetyourmission.org
/
Contact me:
Peter Campbell
[email protected]://techcafeteria.com