Forget everything you know about Strategic Technology Planning. This session will open your eyes and mind to a new way of thinking about your technology planning. We will use real examples to walk you through the steps of creating the right technology plan for your organization. We will explore three different flavors of technology plans, Tactical, Strategic and Missional. Attendees will walk away with: 1) Understanding the flavors of technology plans: Tactical, Strategic, Missional; 2) Clear and achievable steps to implement with available resources; 3) Creative ways to involve your full organization and build innovation into your technology plans; 4) Methods to redirect the focus of your technology plans where it is needed most.

1. Tech Planning Smack
Down
#14NTCsmack
Lindsay Bealko @lindsaybealko
Andrea Berry @idealware
Steve Heye @steveheye

2. Source: https://www.stephencovey.com/about/about.php
Step 1: Sort Homeruns from Sugar
1
43
2
Urgent Not Urgent
NotImportantImportant

3. Step 2: Sort Homeruns from Bunts
BIG Hits
Quick Wins
Leave for now
Nice to have
Implementation
Complexity
• Degree of
specialization
• # of processes,
dependencies
• Cost & timeline
Potential Benefit
• Strategic value/program impact
• Dollars saved/earned
• Increased services offered / clients served
• Risk decreasedAdapted from TechBridge model

4. 5
Find a model to
help you assess
current state & to
provide a common
language to talk
about tech.
#NTCsmack @LindsayBealko @idealware @SteveHeye
Tactical
Strategic
Missional

5. What
• Security & policies
• Infrastructure
• Core Technology
• Potential single points of failure
Who
• Small team
• Tech staff or vendor
When
• Best place to start
• Continual review
• During budgeting
• If a critical issue arises
How
• Inventory
• Replacement plan
• Gap analysis
• Risk assessment
Tactical
#NTCsmack @LindsayBealko @idealware @SteveHeye

6. What
• People & Processes
• Software
• Data management
• Communication tools
Who
• Leadership
• Cross functional team – key
stakeholders
• Tech staff or vendor
When
• Annual
• Around budgeting cycle
• Tied to org planning cycle
How
• Build from existing goals/plans
• Stakeholder input
• Process mapping
• Governance team
Strategic
#NTCsmack @LindsayBealko @idealware @SteveHeye

7. What
• Emerging needs or opportunities
• Client-facing, transformative solutions
• Emerging Technology
• Enterprise platforms
• Sector tech – Big data
Who
• Clients or beneficiaries
• Sector collaboration
• Outside experts
• Tech staff or vendor
When
• At least every few years
• Based on org’s readiness and/or
opportunities
How
• Client surveys and shared design
approach
• Inspiration from outside orgs
• Partnerships and collaborations
• Compare sector needs to org capacity
Missional
#NTCsmack @LindsayBealko @idealware @SteveHeye

8. Technologies at every level

9. Strategic Planning: One Tactic
Start with your org’s BHAGs for the next 1-3
years (from strategic plan, annual plan, etc.)
Increase clients served / diversity of clients served,
Improve financial stability, Enhance organization’s
visibility, Form new partnerships…
THEN and only then, consider:
“How can technology play a role in helping us reach
these goals?”

10. Review: Make it Happen
Tactical Strategic Missional
Planning Focus on a solid
foundation (network,
hardware &
software) for
efficiency/stability
Integrate tools,
people and process
to improve
effectiveness, then
expand to org goals
Align technology and
innovate to make an
impact & add value
Implementing Focus on IT, stability
& basic support
Cross Departmental,
build collaboration &
skills
Change program/
service delivery &
organization culture
Budgeting Replace & upgrade
based on
software/hardware
inventory, services &
support, build IT skills
Include process
improvement,
training and support
Allow for
experimentation,
innovation and
technology fund
Tactical Strategic & tactical
11
#NTCsmack @LindsayBealko @idealware @SteveHeye

11. 12
Find a model to
help you assess
current state & to
provide a common
language to talk
about tech.
#NTCsmack @LindsayBealko @idealware @SteveHeye
Tactical
Strategic
Missional

12. What did you think?
Evaluate this session!
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Lindsay Bealko @lindsaybealko
Andrea Berry @idealware
Steve Heye @steveheye