I am very late to this thread but hope this is still useful. I have put together an outline of a needs assessment and tool evaluation toolkit at https://ecl.gy/needstoolkit. (I'm working on expanding the content beyond the outline but it is slow going because I do it in my "spare" time, hahahaha.)
It lays out all the steps of the process I use, and has sample docs and templates for the deliverables for each stage.
There's also a brief section for resources related to change management and rollout planning.
Another resource on the change management tip, Build Consulting did a webinar a few months ago about this and as part of that they shared a very simple and useful template for getting concrete about how tool and process changes will impact people's daily work and what needs to happen for people to be prepared and supported around those changes.
Charles, I don't have any idea of your context or size of organization, so its hard to give specific advice. A couple thoughts: Have you... Technology Decision Makers Re: Software Assessment/Configuration Resources Reply to Group Reply to Sender Sep 8, 2017 9:09 AM Dan Shenk-Evans Charles, I don't have any idea of your context or size of organization, so its hard to give specific advice. A couple thoughts: Have you downloaded any of the Idealware guides to get a general sense of what to look for? They have some more general guides/suggestions, and then some specific guides such as evaluating low cost donor management. Of course, one has to keep in mind that any guide of features will be "outdated" within a year, since the feature may have been added to a product. There are software selection sites out there for almost any type of software (e.g., capterra.com) , but often they mostly help you get a sense of the market and it still takes hours and hours of research to figure out which software is best suited for your scale and industry. Its much easier to check with colleagues (like you are doing) or get referrals to consultants in the field. Many sites will give you their analysis of features between competitors if you are willing to give them your email and phone number so that they can refer you to options (and get their referral fee from the winner), or give you templates with checklists. I feel like I should be able to send you a list of the best template I have used in the past, but they will be outdated. I'll see if any might be helpful, but you may be just as well off downloading them from the internet and creating your own from their suggestions. Btw, I commend you for looking at the change management and cultural aspects of the project, as that is 2/3rds of the battle. Dan ------------------------------ Dan Shenk-Evans Director of IT Capital Area Food Bank Washington DC email@example.com 202-644-9803 ------------------------------ Reply to Group Online View Thread Recommend Forward Flag as Inappropriate You are subscribed to the Technology Decision Makers community as firstname.lastname@example.org. To change your notifications, go to Community Notifications. To unsubscribe this community, go to Unsubscribe. NOTE: Do not forward. Links in this message are connected to your account. Clicking links in this message will log you into your account automatically.
-- Lisa Jervis Principal Information Ecology: Strategic technology for progressive organizations https://iecology.org/ My pronouns are she/her. Want to send me encrypted email? My public key is available at https://ecl.gy/lj-gpg.