Tag Archives: massachusetts

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

Michael Fenter will be joining Tech Networks of Boston!

Michael Fenter Tech Networks of Boston

I’ve been doing a happy dance about this, because we’re all about to see fantastic people working together!

Susan Labandibar is the founder of Tech Networks of Boston (TNB), a passionate environmental activist, my friend, my colleague, my sometime client, and a fellow Boston Technobabe.

Michael Fenter is a consummate  technology professional, a man who cares deeply about making the world a better place, a Sister of Perpetual Indulgence, my friend, my colleague, and my neighbor.

I was thrilled when Susan called me recently to say that she had hired Michael.  Two people I admire deeply will now be on the same team, and the beneficiaries will be nonprofit organizations in Massachusetts that need IT support.

Both Susan and Michael are individuals with a profoundly spiritual calling – though not necessarily in the denominational or doctrinal sense of that phrase.  They believe in service to mission-based organizations, and they manifest their commitments in the form of very practical assistance.  Their heads may be in the clouds, but their feet are on the ground.

Susan has a talent for hiring great people, and I hope that the other members of her organization’s staff won’t think I’m disregarding their wonderful qualities.*  However, it’s especially delightful when two of my special buddies work together. I’m expecting to see a great leap forward for TNB team, as they expand their “Collaborative Technology Management” offerings.


* Likewise, there are other firms in the Boston area that provide first-rate IT support to nonprofit organizations.  It all depends on finding a really good fit between the support model and the client organization’s needs – however, I will say that the other two firms that have really impressed me are Baird Associates, NPV, and InSource Services.

See you at the Boston 501 Tech Club!

501 Tech Club

If you’re a nonprofit professional in Massachusetts with a strong interest in information and communication technologies, then please come to the next Boston 501 Tech Club event; it will be on January 30 at Space With A Soul.  The topic will be one that is very close to my hearttechnology planning.  It’s a free event, but you need to register for it.

I’m very proud of my history with the Boston 501 Tech Club (and also with the Rhode Island 501 Tech Club).  First time attenders are often pleasantly surprised by how warmly they are welcomed, and by how many solid professional relationships begin there.

If you’re a nonprofit professional in an area that doesn’t have a local 501 Tech Club, the good folks of NTEN will be happy to coach you about how to start one.

What if we had a pro bono training on outcomes measurement for nonprofit professionals in Massachusetts?

question mark

As you can probably guess, I spend a lot of time these days worrying about outcomes measurement for nonprofits; I also devote time to discussing this topic with experts and with nonprofit professionals.

As I talk to some of the most impressive mavens in this field I  sometimes ask, “would you travel to Massachusetts at your own expense, to give a free day-long training on outcomes measurement to nonprofit professionals here?

Nothing ventured, nothing gained – am I right?  (Or as my dear sister once put it, I am The Mouth That Knows No Fear.)

A few really stellar experts actually agreed to do it, if a training event could be arranged to suit their schedules and other reasonable needs.  Of course, I am stunned, overwhelmed with gratitude.  Never underestimate the kindness of mavens!

So now I turn to my nonprofit colleagues in Massachusetts, with another unscientific survey.  I want to get a sense of who would be interested in day-long free training.  This survey is for them.  If you’re not a nonprofit professional based in Massachusetts, please do the honorable thing, and refrain from participating in this survey.

A word of gratitude for an online community: Mission-Based Massachusetts

Map of Massachusetts

Today is Thanksgiving, so I want to express some gratitude to a community of colleagues here in Massachusetts.

I started the “Mission-Based Massachusetts” (MBM for short) email list in 2005, in order to provide a forum for people who care about nonprofit, philanthropic, educational, community-based, grassroots, socially responsible, and other mission-oriented organizations here in the Bay State.

My inspiration for starting the MBM list (and several other projects) was a series of conversations with Tim Gassert of the Boston Foundation, starting in about 2003.  We agreed that nonprofits in Massachusetts needed some sort of online tool that would help them stay current with each other about upcoming events, best practices, and available resources.  At the time, I hoped that a highly reputable institution, such as TBF or Third Sector New England, would take on the task, but neither was able to espouse the cause.  (Later, when the Massachusetts Nonprofit Network was organized, I hoped that MNN would sponsor it, but had no luck there either.)

It didn’t seem to me that an individual should take on such a critical task, but in 2005, I hunkered down to the task of creating, moderating, recruiting members for, and maintaining the MBM list as a lone volunteer.  Fortunately, my friend John McNutt (then living in Massachusetts, but now teaching at the University of Delaware) kindly volunteered to be the alternate moderator, thus allowing me to take some urgently needed breaks.

I’m deeply grateful for the way that MBM members have coalesced into a peer network, a group of people who are helping each other make the world a better place.  People constantly tell me in person or email me how much they have benefited from participating in this community.  They thank me, but the truth is that it weren’t for each of them, the Mission-Based Massachusetts group would not be thriving in this way. I also believe that as a community, they have greatly benefited the nonprofit sector in Massachusetts, and the many people served by the sector.

It takes a lot of effort to maintain the MBM list, but I’m not really a lone individual anymore.  In addition to John (to whom I’m deeply grateful), and Tim (who continues to inspire me) I have more than 1,400 colleagues in group who are helping me and each other.  It is indeed an occasion for gratitude!

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