Tag Archives: annkissam

Pro bono help for Boston area nonprofit professionals: Three opportunities

pro bono

I am often asked if I can offer pro bono assistance to nonprofit organizations that need help aligning their technology strategies with their overall organizational strategies.

The good news is that there are three different events in the near future where I’ll be offering pro bono strategic tech consultations:

  1. At the Annkissam table, October 29th. (Massachusetts Nonprofit Network Conference & Expo, Sheraton Framingham.)  I will also be one of the facilitators at a conference workshop on knowledge management for small nonprofits, along with Mollie Murphy, Kevin Palmer, and Jim Fisk.  For more information, please follow this link.
  2. At the Venture Cafe on November 3rd. (Cambridge Innovation Center, Kendall Square.)  The co-hosts of this event are Annkissam, Tech Networks of Boston, and 501Partners.  I will be one of 21 nonprofit technology mavens!  This event is currently booked to capacity, but you can put yourself on the waiting list by following this link.
  3. At the Annkissam table, November 17th, (Providers Council Convention & Expo, Boston Marriot Copley Place.)  For more information, please follow this link.

When I provide strategic pro bono assistance to nonprofits, it’s on the following basis:

  • No charge to the nonprofit organization
  • No sales pitches to the nonprofit organization
  • No further obligation on the part of the nonprofit organization

If you are a Boston area nonprofit professional in need of strategic technology assistance, then I hope to see you at one or more of these events!

Basic concepts in technology planning for nonprofits

501 Tech Club

I had a delightful time at last week’s meeting of the Boston 501 Tech Club.  The theme was technology planning (a topic close to my heart), and Gavin Murphy of Annkissam (a colleague, esteemed client, and friend) gave an outstanding overview that I recommend to any nonprofit professional who has mastered his/her own field and is ready to think about the big picture in technology for his/her organization.  Naturally, during the Q&A time after Gavin’s presentation, I did some nitpicking on the topic of metrics, but never mind.  What you see below is the complete set of Gavin’s notes for this presentation, with no editorial changes from yours truly.  Many thanks are due to Gavin for permission to post his notes!


Technology Planning
Presented at the Boston 501 Tech Club
Gavin Murphy
Chief Operating Officer
Annkissam

1. What is Tech Planning?

  • “Technology” can means lots of things, from office wiring and networks to social networking and RFID chips.
  • Today we will focus on concepts of technology planning that should be universally applicable to whatever planning you need to do.
  • One key concept is recognizing that most decisions involve trade-offs; there is rarely a “right” option, rather different options will present different trade-offs (upfront cost, ongoing cost, quality, time, other resources or risks, etc.).
  • At the end we’ll talk about some resources that are available for people that are interested in exploring more specific topics, and we’ll also have a short Q&A session.

2. Strategic Alignment

“Plans are worthless. Planning is essential.”  – Dwight D. Eisenhower, general and president (1890-1961)

  • Technology strategy (and planning) should support organization strategy.
  • Show of hands: how many people are part of an organization that has a strategy (and you know what it is, on some level)?
  • How many people’s organizations have a technology strategy (and you know what it is, on some level)?
  • If you don’t have an organizational strategy, that’s a bigger issue!  And, frankly, one that should be addressed first.

3. Why Plan?

“It is not the strongest of the species that survive, not the most intelligent, but the one most responsive to change.” – Charles Darwin, scientist

  • Planning will help you be more adaptable to change.
  • The act of planning will force you to think through the resources you have to commit to the process (both time and money) and tradeoffs that different options represent.
  • The executive leadership needs to be involved in the planning process to some degree, although other staff or by someone from outside the organization can manage the process.
  • Even if your plans change, the act of planning will get people engaged in the options and will help to avoid “shiny object syndrome”.  Ultimately, planning will help you respond to both expected and unexpected changes to your organization or environment.

4. Planning is a Process!

  • It’s not an event, or even a single project (although there could be a project to kick it off or reevaluate things).
  • Similarly, planning can produce documents that are quite helpful, but only to the extent those documents are used to guide the decisions of the organization.
  • It’s important to budget time and resources to technology planning and implementation, just as you would dedicate ongoing resources to other critical aspects of your organization.
  • One potential trap is committing to an ongoing technology obligation without anticipating the resources it will take to maintain; for example, maintaining your own servers or establishing a social media presence.
  • It’s possible that technology is not a critical part of your organization, and that’s fine too as long as you are engaging in the process of evaluating tradeoffs to come to that conclusion.

5. Importance of metrics and measurements

  • Once you have decided on a strategy, the next thing is to think about is how to measure your progress.
  • Metrics are one way to make sure your technology strategy is closely aligned to your organizational strategy.
  • For example, if data security is a concern, you might track the percentage of your computers that have AV or disk encryption installed; if outreach is an organizational imperative then perhaps Twitter followers or Facebook friends might be a better metric.
  • Metrics should be as quantitative as possible, to minimize the risk that people will make subjective judgments and obscure the true picture of how things are going.

6. Need to set goals and track success (or failure)

  • Once you have chosen your metrics, you should set goals for those metrics and track your progress over a preset time period which should be long enough to judge results but short enough to preserve momentum.
  • If you succeed in achieving your goals–great! Adjust your goals for the next time period to be a little more challenging and keep trying to meet them. It’s important to avoid “autopilot” goals that are too easy to meet and never adjust up.
  • If you don’t meet your goals, that’s ok too. Now you have valuable information and you can either adjust your plan, your metrics, your goals, or the resources you are applying to technology. After a few cycles you should be able to find the right balance and establish a pattern of success.

7. Things went wrong?!

“Everyone has a plan – until they get punched in the face.” – Mike Tyson, Boxer

  • If things go wrong, that’s ok! That’s all part of the process.
  • The benefit of having a plan is that at least you will know when things are going wrong, which is always preferable (even if nothing can be done about it in the short run) to finding out everything has already gone wrong in the past and now things are in crisis.

8. Resources

“Those who plan do better than those who do not plan even though they rarely stick to their plan.” – Winston Churchill, British Prime Minister

Should a nonprofit use a free email service? Gavin Murphy of Annkissam knows.

"askDeborah" podcast, NTEN:Change journal, December 2012


NTEN: Change
is a quarterly journal for nonprofit executives, and I’m pleased to say that the “askDeborah” podcast is one of its regular features.  The journal is available by subscription only but is free to all.

The December edition of NTEN: Change is out, and the podcast for this issue features a conversation about email for nonprofits.  The guest expert is Gavin Murphy of Annkissam; he and I ponder a question posed by a nonprofit professional who is wondering whether to go with a free email service (such as Gmail or Hotmail), or to allocate money to pay for what the organization needs.

It’s not a simple yes or no answer, although an organization with serious needs for maintaining security and privacy in email communication is probably better off looking for something more than a free service can offer.

Gavin explains this is a very reassuring, accessible way.  The whole point of the “askDeborah” podcast series  – as well as the point of the NTEN: Change journal – is to address these concerns for busy people whose expertise lies in other areas of nonprofit management.

Heartfelt thanks are due all around:  to Gavin, for offering his expertise; to NTEN, for publishing the segment in the quarterly journal; and to Community TechKnowledge, for underwriting the podcast series as part of its educational initiative.

My idea of fun

annkissam

caring it forward

 

I had a lovely time on Wednesday at the Providers Council conference and expo.  All told, I put in about six hours at the Annkissam table, along with Kevin Palmer and Matteo Ramos-MucciAs previously mentioned, Annkissam underwrote my time at the conference, so that I could provide pro bono strategic tech consultations on site and on demand.

It was fun.

I enjoyed the challenge of improvising the best possible assistance for each human service provider who sat down for a brief consultation.  I’m not sure I could do thirty-minute consultations all day and every day, but it was very satisfying day.

Other aspects of the conference that I enjoyed were the company of members of the Annkissam team, meeting the other exhibitors, chatting with acquaintances as they passed by our table, and striking up conversations with total strangers as they stopped to ask about what we were featuring: Annkissam’s services, NPO Connect, and on-the-spot pro bono assistance.

One phenomenon that interested me greatly was the response of total strangers to the idea that Annkissam was interested in offering strategic technology assistance that was free from cost, obligation, or sales pitches.  The responses appeared to include suspicion, incredulity, confusion, apathy, relief, and joy.  I can understand that it’s hard for someone who doesn’t know me or the folks from Annkissam to comprehend that they might get anything other than a sales pitch and a piece of candy when visiting the table.  Naturally, the passers-by who already knew us had no trouble with the concept.

It’s going to take a lot of repetition before the idea of pro bono strategic technology consultations at conferences for nonprofit professionals becomes a commonplace, but as long as it’s fun, I’m more than willing to keep at it.

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