Technology Planning Template
1. The Vision
Describe how technology will benefit your organization's mission and audience.
State your organization's technology vision statement:
List your organization's Technology Goals. These should be brief "To Do"
statements that describe your organization's strategic goals and the use of
technology. The statements should be broad, covering a time period of 3-5 years.
Goal #1:
Goal #2:
Goal #3:
Goal #4:
Goal #5:
Goal #6:
Philosophy
Describe any guiding philosophies that describe your organization’s approach to
integrating technology into the daily life of your organization.
Describe how your organization has integrated technology planning into an overall strategic planning process or content of strategic plan.
Describe board involvement in the technology planning process and how they will continue to be involved during implementation
Describe how your organization involves individuals with both technology and
program expertise in the technology planning process
Describe your technology committee’s role in the planning process and during implementation
2. Programs and Services
Describe your programs and services. Summarize any audience research, field
research, or work process analysis that you undertook to make technology
integration decisions.
Describe how technology will enhance the delivery of your organization's programs or services.
Describe ways that the use of technology will make your programs or services more efficient. Include descriptions of any upgrades, redesigns, and improvements in any program or service communication, materials creation, or information systems/databases.
Describe what role your organization’s Web site and Internet presence will play in the short-term and long-term strategies. Describe how information collected through your organization’s Web site will be integrated with organizational databases
3. Operations/Administration
Summarize any audience research, field research, evaluation of technology tools,
and work process analysis your team undertook to make decisions about technology.
Describe how technology will make administration and operations more efficient.
Describe any upgrades, redesign, or improvements in information systems that
support administration or operations. Include each of the business systems listed below, if applicable:
Contact Databases
Fundraising
Financial
Marketing and Sales
Inventory
Other
4. Infrastructure
Connectivity
Describe any upgrades, improvements, or redesigns of your organization's LAN,
WAN, and Internet connection. If moving to a LAN or redesigning a LAN, include a schematic diagram. Discuss strategy for installation of network cards, hubs, routers, and wiring if applicable. If upgrading Internet service, describe type and selection of vendor.
Describe how staff who require access to online resources have the software and
hardware needed to securely connect to these resources and individual email accounts.
Describe shared information resources.
Equipment Life Cycles
Describe strategies for upgrading existing equipment and retiring obsolete
equipment. Include specific information about computers (hardware), voice/mail
systems, fax, copy machines, and other technology equipment. Identify strategy for future purchase of new computers.
Identify maintenance schedule for existing and new equipment. Include description of maintenance contracts for any existing and newly purchased equipment. Include description of leasing details, if leased.
Identify staff person responsible for overseeing equipment.
Software Standards & Upgrades
Describe strategies for upgrading software and any software standards.
5. Professional Development
Summarize the current technology capabilities of your staff and critical volunteers professional development.
Describe what staff training/development is needed to support the successful implementation of your organization's technology plan.
Describe minimum technology use requirements for all staff. Describe
methods and strategies for providing technology training for minimum technology use requirements and for specific areas as related to your technology plan.
6. Staffing
Describe who on staff and your technology team will be responsible for
implementation of your technology plan. Describe any new staff positions that may be required as part of the plan. Identify technology consultants that will be
contracted.
Describe staff responsibility or consultant contract for administering
network, regular maintenance (backup/virus protection), break/fix (fixing things when something goes wrong), and incremental and major upgrades.
Describe any technology-related policies such as Acceptable Internet Usage that will be implemented.
Describe strategies for implementing ergonomics and educating staff regarding safe computing habits.
7. Funding Strategy
Describe strategy for ongoing funding of technology plan.
Describe how technology needs will be integrating into organizational fundraising.
8. Implementing Change/Keeping Current With Technology
Describe your strategy for moving from “paper” to implementation, as well as any pilots, phasing, or incremental changes.
Describe your strategies for implementing change, particularly introduction of new or upgraded equipment and software.
Describe the mechanism through which your organization plans to keep current on "best practices" use of technology in the nonprofit/for-profit sector and incorporates this knowledge into your technology plan.
9. Timeline/Budget
What are your strategies for implementing the technology plan on an annual basis.
Describe any pilot tests. If upgrades and new equipment purchases will be phased in, describe the phases.
Identify and describe how much plan will cost implement. Base budgets on price quotes not older than 6 months. Identify revenue sources and how technology costs will be covered by earned and unearned income or be part of general operating costs.
(See Technology Planning Budget Sheet)
10. Evaluation
How will you evaluate the success of your technology planning? Describe your
indicators for success.
|
