Technology Decision Makers

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A group for those in nonprofit IT decision-making roles to connect with peers and share best practices. This Technology Decision Makers group is for nonprofit IT or MIS Directors/Managers as well as CIOs and CTOs to connect with their peers and share best practices. Topics for discussion include, but are not limited to: hardware and software management, product reviews, emerging technology, best practices, collaborating effectively with other departments, and management conundrums. Membership is restricted to IT staff at nonprofit organizations.

Strategic Planning

  • 1.  Strategic Planning

    Posted Oct 10, 2018 13:00
    Does anyone have written guidance for IT strategic planning best practices they would be willing to share? I'm most interested in what elements are commonly included in strategic plans. I would be interested in white papers on the topic or even a copy of your strategic plan that I could learn from.

    ------------------------------
    Keith Berner
    IT Project Manager
    OSIbeyond
    Bethesda, MD
    kberner@osibeyond.com
    301.588.5080
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  • 2.  RE: Strategic Planning

    Posted Oct 11, 2018 08:56
    While writing ours, I found that reading up on both the COBIT framework (latest version at COBIT 5: A Business Framework for the Governance and Management of Enterprise IT) and ITIL (What is ITIL Best Practice? | ITIL | AXELOS) provided direction to the sort of things I should be considering. Also useful -- even if you are not a Microsoft shop, and even though it has not been updated since 2008 -- is taking a look at the Microsoft Operations Framework at MOF Online Content

    I found that the MOF approach better lends itself to identifying projects that should be undertaken to increase the usefulness and benefit of the role of IT in our organization.


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    Geoffrey Pimlatt
    Senior Manager, Information Systems
    Western University Students' Council
    London, ON
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  • 3.  RE: Strategic Planning

    Posted Oct 11, 2018 09:59
    My colleague wrote an ebook about using the data maturity model to guide through technology choices. That's not exactly what you're looking for, but there's some useful advice about making holistic IT decisions.
    Ebook: Data Strategies for Nonprofits - 501Partners LLC
    501Partners LLC remove preview
    Ebook: Data Strategies for Nonprofits - 501Partners LLC
    Data Strategies for Nonprofits: Choosing the Right Technology at the Right Time In this ebook, you'll gain an understanding of the data maturity model and how it helps guide good decision making.
    View this on 501Partners LLC >



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    Lindsey Peterson
    501Partners
    Boston, MA
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  • 4.  RE: Strategic Planning

    Posted Oct 11, 2018 10:46
    Keith,

    My guess is you will get a LOT of resources and responses for this question. I must have dozens of slide decks of various strategic tech planning sessions out there in the world. Culling and curating all the resources may turn out to be harder than the tech planning itself ;-)

    Funnily enough, I'm doing a webinar today (for Idealware) on this topic and both me and my color commentator did strategic tech sessions at NTC18.

    Here's the NTC18 documents for both of those sessions. The shared Google Docs include links to the slide decks, notes and all resources from both sessions.

    Good luck!

    -JP

    Strategic Tech Planning for Action (Joshua's session)

    IT Planning and Budgeting Crash Course (Jason Samuel's session)

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    Joshua Peskay
    Vice President
    RoundTable Technology
    joshua@roundtabletechnology.com
    www.roundtabletechnology.com
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  • 5.  RE: Strategic Planning

    Posted Oct 11, 2018 11:52
    Different orgs and situations mean different things about tech strategy planning. At Sage70, our focus is on data - how do we help an org clarify its objectives, ask the right questions, and collect data to answer them. That last question reaches to both process and technology.

    We have found this document helpful for how straightfoward and demystifying it is.

    https://www.baylor.edu/business/mis/nonprofits/doc.php/192140.pdf

    ------------------------------
    Isaac Shalev
    http://www.sage70.com
    Stamford CT
    @Sage70
    isaac@sage70.com
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  • 6.  RE: Strategic Planning

    Posted Oct 11, 2018 12:46
    Edited by David Fritzke Oct 11, 2018 12:48
    Hi Keith,

    We built a toolkit to give us a structure to build off of.  It is a process of discovering where you are, Listening and Learning from the organization of where IT needs to be, then build your plans and projects to close that gap.
    1. IT CURRENT STATE.
      1. Current Skills and Work in Progress
      2. Current IT Budget
      3. Strengths, Weaknesses, Opportunities, Threats-SWOT
      4. Current Maturity of IT
    2. IT TARGET STATE.
      1. Understanding the Organizations Strategic Plan and Goals
      2. Understanding IT Implications
      3. IT Implications Checklist
      4. IT Strategy Scope
      5. IT Target State Components
      6. IT Vision, Mission, and Guiding Principles
      7. IT Goal Setting
      8. Target IT Maturity Level
    3. CLOSING THE GAP. 
      1. Gap Analysis
      2. Identify Initiatives to Address Gaps
      3. Creating Initiative Profiles
      4. Identifying Risks of Pursuing the Strategy
      5. Prioritization Matrix
      6. Presenting the IT Roadmap
      7. Create a Refresh Plan

    This does not address a hidden question that you may be wondering about.  What domains or functional areas does the IT Strategy cover.  In our case  I have four primary IT Domains;
    1. IT Operations
      1. Data Center
        1. In House Servers
          1. Physical 
          2. Virtual 
        2. In House Data Storage
          1. SAN
          2. NAS
          3. File Servers
        3. Cloud or Offsite Servers
        4. Cloud or Offsite Storage
        5. IT Operations Monitoring Systems
      2. Network
        1. Wired 
        2. Wireless
        3. Incoming service providers
          1. Internet
          2. SIP
          3. Telco
          4. MPLS
      3. Cyber Security
        1. Virus protection
        2. Awareness 
        3. Indentify
        4. Protect
        5. Detect
        6. Respond
        7. Recover
      4. Security
        1. Door Access
        2. Camera systems 
          1. DVR
          2. NVR
      5. End Point Computing Devices
        1. Desktops
        2. Thin Clients
        3. Laptops
        4. Tablets
        5. Phones
      6. Vendor Management
      7. Productivity Software
        1. MS Office
          1. Word 
          2. Excel
          3. PowerPoint
          4. Publisher
          5. Project
          6. Visio
        2. File Servers
        3. Peer Filesharing
          1. One Drive
          2. BOX
          3. Drop Box 
      8. Communications
        1. Public Web
        2. Web Conference 
        3. Social Media
        4. Chat
        5. SharePoint
        6. Microsoft Teams
        7. Yammer
        8. Exchange
          1. Spam and Virus Filter
        9. Telecommunications
          1. VOIP
          2. Voicemail
          3. FAX
          4. POTS
            1. Emergency Services
              1. Elevators
              2. Fire
              3. Burglary
            2. Building Services
              1. HVAC
    2. Business Systems
      1. HR Payroll
        1. HR Employee Management
          1. Recruitment
          2. Onboarding
          3. Applicant Tracking
          4. Background Checking
          5. Volunteer Management
          6. Benefits
          7. Expense management & Reporting
          8. Work Flow
          9. Employee Portal
          10. Volunteer Management
        2. Payroll
          1. Compensation Planning
          2. Direct Deposit and Pay Checks
          3. Tax filing and reporting
          4. W2 Processing
        3. Time & Attendance
          1. Time Card
          2. Time Clock 
          3. Scheduling
          4. Time off Request/Approval/Record
          5. Shift Swap Request/Approval/Record
        4. Learning Development
          1. LMS (Learning Management System)
          2. Training and Skills Management
          3. Certification and License Management
          4. Succession Planning
          5. Performance and Goal Management
          6. Employee Satisfaction
      2. Membership and Programs
        1. Resident Camp
        2. Day Camp
        3. Before and After School Care
        4. Internet Registration for Members
        5. Member Fitness Tracking
        6. Child Care
        7. Mentoring
          1. Student Record keeping
          2. Mentor Record Keeping
        8. Personal Training Appointment Scheduling 
        9. Evidence Based Health Interventions (EBHI)
          1. HIPAA Training
          2. Insurance reporting and billing
      3. Philanthropy
        1. Donor Management
        2. Online Giving
        3. Event Management
        4. Social Peer to peer giving 
      4. Finance
        1. AP
          1. PO
          2. Check Printing
        2. AR
          1. Collections
        3. GL
        4. Fixed Assests
        5. Budget
    3. Compliance and Best Practice
      1. PCI
        1. Survey
        2. Scans
      2. HIPAA
        1. Training
        2. Ensure the confidentiality, integrity and availability of all ePHI, including the protection of patient privacy by encrypting medical records.
        3. Protect against reasonably anticipated threats or hazards to the ePHI the entity creates, receives, maintains or transmits.
        4. Deliver visibility, control and detailed auditing of data transfer.
        5. Protect against reasonably anticipated uses or disclosures of ePHI, including preventing the loss of confidential medical records via removable devices.
        6. Ensure that the organization's workforce complies with HIPAA and minimizes the threat of data being stolen for financial gain.
        7. Review security measures as needed to ensure reasonable and appropriate protection of ePHI.
      3. Audit
        1. Data gathering and reporting
      4. Disaster Recovery
        1. Develop a Business Continuity Plan
        2. Obtaining top management commitment
        3. Establishing a planning committee
        4. Performing a risk assessment
        5. Establishing priorities for processing and operations
        6. Determining recovery strategies
        7. Collecting data
        8. Organizing and documenting a written plan
        9. Developing testing criteria and procedures
        10. Testing the plan
        11. Obtaining plan approval
    4. Data Governance
      1. Data Stewardship
        1. Accountable for various portions of the data.
      2. Data Quality
        1. Accuracy, completeness and consistency across data sources are the crucial hallmarks of successful initiatives.
      3. Master Data Management
        1. A discipline that establishes a master reference to ensure consistent use of data across large organizations.
      4. Use Cases
        1. Particularly important component of business process management, legacy modernization, financial and regulatory compliance, analytics, business intelligence applications, and data warehouses.
      5. General Data Protection Regulation (GDPR)  as a best practice
      6. Reporting and Segmentation
      7. Historical Analytics 
    I hope this helps you as you move forward in your IT Strategy.

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    David Fritzke
    IT Executive
    YMCA of Metropolitan Milwaukee
    Milwaukee, WI
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  • 7.  RE: Strategic Planning

    Posted Oct 12, 2018 10:07
    Thanks for the responses -- you've given me some good food for thought!

    --Keith

    ------------------------------
    Keith Berner
    IT Project Manager
    OSIbeyond
    Bethesda, MD
    kberner@osibeyond.com
    301.588.5080
    ------------------------------