Slides from NetSquared Vancouver's March 5 event with Fully Managed. https://www.meetup.com/net2van/events/256474736/ The technology planning process can be overwhelming, especially for those without any technical background. Where do you start? What are your priorities? How do you fund them? Join us for a free workshop to learn about how nonprofits and libraries can easily start their technology plans today! Explore how your organization can take the first steps to building your technology plan. SOCIAL LOVE Hosted by @writingquirky Presented by @net2van Venue partner HiVE Vancouver @hivevancouver PRESENTER @FullyManaged SPONSORS @iatspayments @VCN_Community @techsoupcanada @NTENorg

1. HOW DO YOU DEVELOP A
NONPROFIT TECHNOLOGY
PLAN?

3. •Key staff members who will work with any new tech
solutions you adopt
•One or more board members and your executive
director
•A major donor, key volunteer, or community

4. • What works well? What do we do well with our technology?
• What aspects of our tech operations need improvement?
• Are there any chronic pain points in our tech infrastructure?
• Do we have any tech assets that we can stand to lose? Are there any that we
want or need to replace?
• Are there any tech assets that need repairing, and how feasible are those
repairs?
• Which assets can be improved, and what improvements or integrations would
that entail?

6. • Identify gaps and issues in your current tech infrastructure using the assessment you
completed.
• Use a ranking system or other method to identify pain points, areas for improvements, and
high points in your current tech.
• Consider your operations and processes. How does your team use technology on a daily
basis? What roles does technology play in your marketing and fundraising campaigns?
• Review your ongoing strategic plans, like capital campaigns, other development projects, or
major marketing campaigns. Your tech goals need to align with (and contribute to) the bigger
picture guiding your organization.
Determine your priorities for your nonprofit technology plan

7. You'll research different options and vendors
later, but for now, focus on defining the scope of
your needs and the specific types of technology
that you'll need.

8. • Conduct a total cost of ownership, or TCO, analysis of any major
investment you plan to make.

9. • Any integrations with other platforms that you want or need
• Your team's need and budget for training services
• Your organization's ability to configure and implement each solution
• Specific or unique features that you'll want or need

10. • Whenever undertaking a major new strategy or plan, it's important to set
clear deadlines and benchmarks. Implementing a new platform and
integrating it into your organization's operations are a perfect example.

11. •General training services from software vendors
•Free online training resources for less intensive
tools
•Customized training and process documentation
services from a nonprofit tech consultant

13. • Technology assessments and audits. A MSP can conduct a comprehensive technology
audit for your organization before you start developing a plan.
• Strategy development. A MSP can review your technology and recommend immediate next
steps and long-term goals for your organization.
• Vendor research and recommendations. MSP’s are knowledgeable about the nonprofit tech
space and can quickly point you to the most effective and scale-appropriate solutions.
• Comprehensive training. For the best results down the line, have a MSP train your team on
how to use any new tools you adopt as part of your strategic plan.
• Custom technology services. A MSP can provide fully customized implementation,
configuration, and development services. This can be invaluable for large-scale platforms that
require complex integrations or in the run-up to major digital campaigns.
• Most importantly, the right technology partner can guide you through the entire technology
planning process. Their insights into all the offerings on the market, their technical skills, and
experience working with other organizations of all sizes can ensure that your tech plan is
realistic, achievable, and sustainable.

14. How Do I find a Good
MSP/Partner?
•They have a successful track record
•Able to provide a Digital Transformation
•Proactive Management and Strategy
•Deliver services using fully integrated technology

15. What Those a Digital
Transformation look like?