Tag Archives: progress

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

Why we do what we do

Candles lit in memory of those who died in the Sandy Hook murders

The horrific murders in Sandy Hook, Connecticut are on my mind.

On a theological level, I’m deeply annoyed by people who try to comfort the families of victims by saying that it was God’s will.  I think that that’s both offensive to suffering mourners and untrue.  We don’t have satisfying answers to the general question of why suffering, death, and evil exist in this world, and we certainly don’t have satisfying answers about this particular incident.

This is how I summarize my take on this, as a religious person:

  1. There’s a lot that we don’t know.  Perhaps we’ll never know.  However, we can keep striving for understanding.
  2. God gave human beings free will.  We all abuse that free will at times. What happened in Sandy Hook looks a lot like an egregious abuse of free will.
  3. We can choose to turn away from wrongdoing and act as God’s partners in the project of tikkun olam.  That’s a Jewish concept:  the healing or restoration of the world.

I’ve been thinking about tikkun olam, and doing my best to participate in it, for years now.  I feel so fortunate, because I work in a sector where my colleagues strive to make the world a better place every day of their professional lives.

When I think of what happened in Connecticut on December 14th, I think of friends and colleagues who work with at-risk youth, of violence prevention specialists, of civic dialogue facilitators, of mental health care professionals, of advocates of access to health care, of teachers of young children, and of alternative dispute resolution practitioners. They are engaged in a long, difficult, complicated, sometimes discouraging, often under-resourced effort. They seek to prevent harm wherever possible, to mitigate harm when it can’t be prevented, and to create a world where there is positive good.

Most of my work, if it brings any good or prevents any evil, consists of indirect service.  By serving these people, I’m supporting initiatives that I hope will make a difference.  Some of the organizations that I’ve been proud to serve are International Physicians for the Prevention of Nuclear War, the Public Conversations Project, Family Service of Greater Boston, and Health Care for All.  Their missions make it so very fulfilling to spend my professional life this way.

More than ever, I worry about my friends and colleagues that work with such dedication for all sorts of mission-based organizations.  It’s not just that I worry about the safety of those who are on the front lines, such as violence prevention specialists.  It’s that I worry about professional burn-out in a world where there will have to be a significant change in the culture in order to achieve their goals.  And at the moment, I worry a great deal about whether all that heartfelt effort expended on behalf of mission-based organizations is really adding up to progress toward their goals.

In the nonprofit sector, we do what we do because we believe that real progress and real good are possible.  I do what I can because of a belief that I have something to contribute and because I find it satisfying to think in terms of engaging in tikkun olam.

In search of some wise and realistic words to sum up my motivation for sticking with the work, I turn first to Pirkei Avot:

And then to Martin Luther King, jr:

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