technology planning and implementation
TRANSCRIPT
Certificate CoreIT Planning and Implementation
IT Planning and Implementation
Steve HeyeSolution [email protected]
Tactical Strategic MissionPlanning Most of your needs
revolve around keeping things running
Things work well, many needs focus on people and process
People, Process and Tools all work together well, looking for innovation and impact technology
3
Session Objectives
1. Understand your level of technology maturity and determine where to focus technology expertise
2. Know how to budget effectively for technology by including all costs (not just the purchase price)
3. Outline ways to build an organizational culture where technology is included in all planning and strategy for the organization.
4
Session Objectives
1. Understand your level of technology maturity and determine where to focus technology expertise
2. Know how to budget effectively for technology by including all costs (not just the purchase price)
3. Outline ways to build an organizational culture where technology is included in all planning and strategy for the organization.
5
Technology Planning is Simple
But there is a difference between simple and easy.
You are here
Wish you were here
1. Determine where you are2. Get consensus on where you should be3. Create a plan to fill the gap
IT Basics
Manage Regular Maintenance & Upgrades,
Help Desk Onsite & Offsite Backups, Restore
Tested
Plan Technology Vision and Plan Business Continuity
Govern Business Process, Project
Management, Change Management
Policies and Procedures Partner in planning
Enable Training and support Process improvement
Business System Basics
Staff Capacity Information/Knowledge Management -
Intranet File Server, SharePoint, Google Sites
Communications Exchange Server, Office365, Google
Gmail Organization Capacity
Database CRM – Customer Relationship Management Enterprise Software
Network Basics
Network Infrastructure Storage, Memory, Processing, Routing
Maintenance Patches, Updates, Upgrades
Backups Safeguarding your data is essential
Bandwidth Internet connectivity is a mission critical need
Protection Practice safe computing by protecting your network and all
who use it Acceptable Use Policies
Permission to discipline those who do not practice safe computing
The Cloud
App /
Options
On Premise Traditional client-server environment
Cloud Software as a Service (SaaS) Platform as a Service (PaaS) Infrastructure as a Service (IaaS)
Hybird A little of this and a little of that
11
12
Strategic1. Business Process2. Staff Skills3. Strategy Begins
Mission1. Innovation2. Impact
Tactical1. Focus is on
keeping things running
2. Network, Hardware, Software
3. Little to No Strategy
13
Enterprise Applications
Business Applications
Core Business Support
Desktop / Laptop
Infrastructure Management
Help Desk
Servers / Network
• Patch Mgmt • Upgrades • Anti-Virus • Asset Tracking
• Password Reset • “How to”• Equipment failures
• Fault Mgmt • Performance Mgmt • Configuration • Upgrades
• SPAM• Upgrades
Value
Commodity
Strategic
Tactical
Technology Hemispheres
14
Make it Happen
Tactical Strategic Mission
Planning Tech Plan = Focus on a solid foundation (network, hardware & software) for efficiency
Operations Plan = Integrate tools, people and process to improve effectiveness
Org Strategic Plan = Align technology and innovate to make an impact & add value
Implementing Focus on IT, stability & basic support
Cross Departmental, build collaboration & skills
Change program/ service delivery & organization culture
Budgeting Replace & upgrade based on software/hardware inventory, build IT skills
Include process improvement, training and support
Allow for experimentation, innovation and technology fund
Infrastructure Infrastructure& Operations
15
Which area of technology planning do you need to focus on? Tactical Strategic Mission
Planning Most of your needs revolve around keeping things running
Things work well, many needs focus on people and process
People, Process and Tools all work together well, looking for innovation and impact technology
Tactical Tactical& Strategic
16
1. Inventory (Spiceworks or simple spreadsheet)
2. Replace, upgrade, add3. Training, support and consulting
needs4. Create timeline
NOTE: Get expert help for an audit and/or analysis, consider a local company or volunteers
Tactical Strategic Mission
Plan Implement Budget
17
• Rely on small teams or outside resources managed by one of your staff
• Move commodities to the cloud
• Use what you have
Plan Implement Budget
Key is to shift from fighting fires to being proactive. Find time to be strategic.
Tactical Strategic Mission
18
• Quotes based on your replacement and upgrade timeline.
• Distribute expenses to programs or centralize?
• Leverage your NPO status
*NOTE: set a min. standard for donated tech, old donations cost more than they help.
Plan Implement Budget
Tactical Strategic Mission
19
How do you currently budget for technology?• No specific tech budget• Budget for each item to replace• Budget to replace and for projects• Fund setup for strategic technology
Plan Implement Budget
Tactical Strategic Mission
20
InventoryStart simple;
draw or take a picture of your
network.
21
Inventory Spreadsheet
Then add columns for Budget
22
Tech Trap = Seeing past what doesn’t work
Once your tech works, you can think strategy.
What is the biggest business need in your org and what role can technology play?
Tactical Strategic Mission
Plan Implement Budget
23
1. Create Tech Project request process
2. Set priorities of requested projects
3. Identify process, policy and skill changes needed
4. Determine training, support and consulting needed
5. Create timeline
NOTE: Involve key stakeholders to begin building understanding & buy-in for technology
Plan Implement Budget
ST A F F
Tactical Strategic Mission
24
1. Rely on cross department teams to change process and policies
2. Training, training, training3. Stop, Collaborate and Listen4. Begin business improvement
Plan Implement Budget
Key is to balance tools, process and people.
Tactical Strategic Mission
25
1. Investigate a range of solutions for each project
2. Capital or operations expense?3. 70/30 rule4. Fund Projects, Not Technology
Plan Implement Budget
Tactical Strategic Mission
26
70 / 30 Rule
Spend 30% on TechnologyNuts, bolts & infrastructure
Spend 70% on People & SupportTraining, systems, maintenance
Tip:Don’t wait till you are hungry to go to the grocery store…
27
Which of these has been implemented at your org?(Select all that apply)
1. Process mapping2. Formal project management3. Regular technology training4. IT Help Desk tracking5. Technology steering committee6. None of the above
28
1. Look for ways to impact mission or change service delivery
2. What can you do differently?3. Look for emerging technology
NOTE: These will typically be large projects and may take years to implement. You have to be willing to experiment (and possibly fail).
Tactical Strategic Mission
Plan Implement Budget
29
1. Involve leadership and full organization2. Changes to org structure, service
delivery and strategic planning
Plan Implement Budget
Key is to tie outcomes to meeting mission, not building organizational capacity.
Mission
Org
Tactical Strategic Mission
30
1. Budget driven by org’s overall budget and strategic plan, plus technology plan.
2. Move toward a technology fund of 2-4% of operating budget.
Plan Implement Budget
Tactical Strategic Mission
31
Share a mission strategy you are working on that could benefit from technology.
Plan Implement Budget
Tactical Strategic Mission
32
Technology Planning
1. Look for common questions\problemsDocument mgmt, data, slow computers, etc.
2. Identify themesSecurity, innovation, reporting, stability, communications, collaboration, etc.
3. Mission ImpactGet input from the people you serve or look to others in your field
33
Business Process
Intranet
Hardware
Phones
Printers
Desktop
Network
Security
Enterprise Software
Social Media
Website
Email Blast
Policies
Support
Training
Business Continuity
Use a white board, write all of the parts of your technology
34
Topic Strength Weakness Opportunity
Business Process Well Understood Not Documented Document for new system
Intranet Solid Structure Not Used User Training
Servers Space Available Aging Hardware Move to Cloud
Security Network Strong Endpoint Weak (user)
Security Policy and Training
Policies Standard Policies Not enforced Address Culture
Training Management Trained
End Users Lack Training
Push Training out to all Staff
Brainstorm strengths, weaknesses and opportunities
35
Session Objectives
1. Understand your level of technology maturity and determine where to focus technology expertise
2. Know how to budget effectively for technology by including all costs (not just the purchase price)
3. Outline ways to build an organizational culture where technology is included in all planning and strategy for the organization.
36
There’s No Good Way to Budget --Without a Plan1. Form a technology team2. Conduct assessment & research3. Set goals & strategies4. Operationalize & prioritize goals5. Establish budget6. Write plan7. Implement8. Evaluate – revise - update
37
1. Replace – create a schedule, budget by item2. Upgrade – plan for additions, budget by item3. Support – 70/30 4. Projects – gather requests & estimate
There’s No Good Way to Budget --Without a Plan
38
Session Objectives
1. Understand your level of technology maturity and determine where to focus technology expertise
2. Know how to budget effectively for technology by including all costs (not just the purchase price)
3. Outline ways to build an organizational culture where technology is included in all planning and strategy for the organization.
39
Is technology staff involved in Strategic Planning?1. We don’t have a strategic plan2. Strategic Planning doesn’t include tech staff3. Strategic Planning mentions tech, but tech staff not
involved4. Strategic Planning involved Tech Staff
My Note: Being given the strategic plan is not the same as being involved in the process of creating it.
40
CEO CFO
ProgramStaff
ExecutiveDirectors
COO
MembershipStaff
Vision Tactics Budget
ProgramsServicesGoals
Technology
41
CEO CFO
ProgramStaff
ExecutiveDirectors
COO
MembershipStaff
Vision Tactics Budget
ProgramsServicesGoals
Technology
42Source:http://uncw.edu
But where is technology?
43
Technology?
Source:http://uncw.edu
44
Finance Fundraising Operations Program Communication
Executive
Collect technology project requests from across the organization.
Gather input and set priorities
Set your budget, timeline and plan
Step back and look for Organization widetrends, needs and possibilities
45
Mission
Strategic
Tactical
46
First complete the Technology capability and maturity assessment
Available on steveheye.blogspot.com
47
Recommendations
1. Use IT process maturity model not as an end, but as a means
2. Automate only after good documentation3. Be “State of the Shelf” Cost ≠ Value4. Leverage staff across the org, they can be your
best advocate for change5. Make technology a part of the strategic process6. Build a Technology Fund7. Your CEO is your Partner
48
Review
1. Determine where you areUse the IT Alignment model and a technology inventory
2. Get consensus on where you should beCreate the picture of where you want to be and start to share that
3. Create a plan to fill the gapBuild the strategy for changes across the alignment, relationship and transparency of technology
49
Finance Fundraising Operations Program Communication
Executive
Technology should not be the focus, so lets go back to a simple org chart without technology in it and review each of the areas. But we will look at them as topic areas, not positions.
50
Early alignment stagesStrategic plan created to meet missionLeadership staff enabled to create operational plans to meet strategic plansIndividual departments pass needs to IT
Late alignment stagesIT included earlier in the processIT allowed to participate in understanding the operational goalsIT offers solutions to meet goals not individual needs
ExecutiveWhat does alignment look like at the Executive level?
51
Early alignment stagesIT purchases approved individuallyTechnology purchases reviewed as expensesFinancial data used to measure progress against budget
Late alignment stagesIT strategies approved with a budgetTechnology purchases weighed against benefitFinancial data not sole reports to determine success
FinanceWhat does alignment look like in the Finances?
52
Early alignment stagesFin Dev software used as financial record keeping Fundraising campaigns developed by Fin Dev team that uses email and web to deliver Individual Fin Dev staff create own process to work around the systems to get results
Late alignment stagesData analyzed to maximize donor experience (then tied to software)Fundraising campaigns are developed as a part of full org communication planFin Dev staff collaborate with IT to understand business needs and work together to improve process
FundraisingWhat does alignment look like in Fundraising?
53
Early alignment stagesIndividual Depts develop processes to complete tasksData stored and reported as needed by each staffTools and technology selected as parts of projects
Late alignment stagesCross functional teams work to increase effectiveness in processesData stored and reported on is tied to measuring objectives in strategic planTools and technology selected planned for during full org operational plan
OperationsWhat does alignment look like across the Operations?
54
Early alignment stagesWork hindered by ineffective technologyViews IT as team to “fix” all the technology problemsMakes decisions, then asks IT to implement
Late alignment stagesTechnology works well enough to be transparentViews IT as partner in meeting the missionIncludes IT in planning to allow for better outcomes
ProgramWhat does alignment look like in Program delivery?
55
Early alignment stagesUnclear who owns website, email strategy or solely owned by IT or MarketingStarts with technology, then looks to leverage itMakes decisions, then asks IT to implement
Late alignment stagesCross functional partnership on communication strategy with roles to implement itDefine goals first, then collaborate to pick technologyIncludes IT in planning to allow for better outcomes
CommunicationWhat does alignment look like in Communications?