Wired for Good: Strategic Technology Planning for Nonprofits

Preface xv

The Author xxiii

PART 1 GETTING STARTED

1 Understanding Technology Planning 3

Figure 1.1 Technology Plan Pyramid 4

2 Planning and the Technology Implementation Cycle 8

Figure 2.1 Technology Implementation Cycle 9

Table 2.1 Total Cost of Ownership in

Relationship to Actions Chosen 12

3 Assessing Organizational Readiness 14

Figure 3.1 Triangle of Constraints 17

4 Addressing Resistance 18

PART 2 PLANNING THE PLAN

5 Managing the Process 27

Worksheet 5.1 Decision Log 31

Worksheet 5.2 Actions Required (AR) Log 33

6 Building the Planning Team 38

Worksheet 6.1 Process-Responsibility Matrix 44

7 Leadership Roles and Responsibilities 46

8 Working with Consultants and Volunteers 51

PART 3 DEVELOPING YOUR TECHNOLOGY PLAN

9 Front Matter 59

Example 9.1 Cupertino Community Services: Front Matter 61

10 Background Information 62

Example 10.1 Services for Brain Injury: Background Information 64

Example 10.2 San Jose Repertory Theatre: Background Information 65

Example 10.3 Diabetes Society of Santa Clara Valley: Background Information 66

11 Business Analysis 67

Worksheet 11.1 Budget Reminder 70

Worksheet 11.2 Timeline Reminder 71

Example 11.1 Cupertino Community Services: Business Analysis 83

Example 11.2 Diabetes Society of Santa Clara Valley: Business Analysis 84

Example 11.3 San Jose Repertory Theatre: Business Analysis 85

Example 11.4 Girl Scouts of Santa Clara County: Business Analysis 87

Example 11.5 Diabetes Society of Santa Clara Valley: Business Analysis 88

12 Network Services 90

Example 12.1 Parents Helping Parents, Inc.: Network Services 100

Example 12.2 Child Care Coordinating Council of San Mateo County, Inc.: Network Services 103

Example 12.3 Hope Rehabilitation Services: Network Services 104

Example 12.4 Girl Scouts of Santa Clara County: Network Services 105

Example 12.5 Services for Brain Injury: Network Services 106

Example 12.6 Girl Scouts of Santa Clara County: Network Services 106

13 Equipment Narrative and Table 107

Example 13.1 Youth Science Institute: Equipment Table 113

Example 13.2 San Jose Repertory Theatre: Equipment Table 114

Example 13.3 Junior Achievement of the Bay Area, Inc.: Equipment Narrative 116

Example 13.4 Clara Mateo Alliance, Inc.: Equipment Narrative 116

Worksheet 13.1 Hardware Inventory: Computers 117

Worksheet 13.2 Hardware Inventory: Peripherals 118

Worksheet 13.3 Hardware Inventory: Servers 119

14 Software Narrative and Table 120

Example 14.1 Youth Science Institute: Software Table 128

Example 14.2 Cupertino Community Services: Software Table 129

Example 14.3 Cupertino Community Services: Software Narrative 130

Example 14.4 Junior Achievement of the Bay Area, Inc.: Software Narrative 131

Example 14.5 Cupertino Community Services: Software Narrative 131

Worksheet 14.1 Software Inventory 132

15 Network: LAN/WAN Narrative, Inventories, and Diagrams 133

Example 15.1 Presentation Center: LAN/WAN Narrative and Inventory 142

Example 15.2 Hope Rehabilitation Services: LAN/WAN Narrative and Diagram 143

Example 15.3 Hope Rehabilitation Services: LAN/WAN Diagram 145

Example 15.4 Child Care Coordinating Council of San Mateo County, Inc.: LAN/WAN Diagram 146

Example 15.5 Unnamed Nonprofit: Site Plan Diagram 147

Example 15.6 EMQ Children and Family Services: Site Plan Diagram 148

Worksheet 15.1 LAN/WAN Equipment Inventory 149

16 Other Technologies 150

Example 16.1 Parents Helping Parents, Inc.: Other Technologies 154

Example 16.2 American Red Cross, Santa Clara Valley Chapter: Other Technologies 154

Example 16.3 Cupertino Community Services: Other Technologies 155

Worksheet 16.1 Other Technologies Inventory 156

17 Facilities Plan 157

Example 17.1 Hope Rehabilitation Services: Facilities Plan 160

Example 17.2 Clara Mateo Alliance, Inc.: Facilities Plan 161

18 Security Plan 162

Example 18.1 Junior Achievement of the Bay Area, Inc.: Security Plan 167

Example 18.2 Parents Helping Parents, Inc.: Security Plan 168

19 Technology Support Plan 169

Example 19.1 San Jose Repertory Theatre: Technology Support Plan 174

Example 19.2 Cupertino Community Services: Technology Support Plan 176

Example 19.3 San Jose Repertory Theatre: Technology Support Plan 177

20 Training Plan 178

Example 20.1 Presentation Center: Training Plan 182

Worksheet 20.1 Training Plan Matrix 185

21 Evaluation and Continuous Improvement Strategy 186

Example 21.1 Mission Hospice, Inc.: Evaluation and Continuous Improvement Strategy 189

Example 21.2 Services for Brain Injury: Evaluation and Continuous Improvement Strategy 190

22 Acceptable Use Policy 191

Example 22.1 Junior Achievement of the Bay Area, Inc.: Acceptable Use Policy 193

Example 22.2 San Jose Repertory Theatre: Acceptable Use Policy 194

23 Budget 197

Example 23.1 San Jose Repertory Theatre: Budget 201

Example 23.2 Presentation Center: Budget 204

Worksheet 23.1 Technology Budget 205

24 Implementation Timeline 210

Example 24.1 Services for Brain Injury: Implementation Timeline 213

Example 24.2 Child Care Coordinating Council of San Mateo County, Inc.: Implementation Timeline 215

Example 24.3 Hope Rehabilitation Services: Implementation Timeline 216

25 Appendixes 217

Example 25.1 Girl Scouts of Santa Clara County: Appendix 219

Example 25.2 Parents Helping Parents, Inc.: Appendix 221

26 Preparing the Document 222

PART 4 WHAT’S NEXT?

27 Managing Organizational Change 227

28 Funding and In-Kind Donations 232

29 Revisiting the Technology Plan 237

PART 5 RESOURCES

A Comprehensive Technology Plan Outline 243

B Flowchart Symbols 259

C Technology Plan Checklist 261

D Glossary of Terms 263

E Where to Go for More Information 281

Index 283