Step 1 / Week 1
Identify Issues (Web meeting; up to 1 hour) then gather information
We’ll set up a shared online workspace where we can share information related to your organization’s technology. You’ll need to spend time gathering information in advance of our discussion meeting, but we’ll talk through a key list of information needed. Follow this link for a list of helpful information to gather in advance of a planning conversation. If you currently are working with a tech person, this is the time to involve them in the process!
Step 2 / Week 2
Discuss (Web meeting, with all key participants in the project encouraged to attend; up to 2 hours)
We’ll then meet to identify the critical technology issues facing your organization. This is the time to really explore your needs: I encourage you to involve a mix of staff, board members, clients and volunteers on the call, as you deem appropriate.
Step 3 / Week 3
Research and Recommend (up to 5 hours);
Review Written Recommendations (Web meeting; up to 1 hour)
I’ll spend up to 5 hours researching and writing up recommendations for your organization, then we’ll spend up to an hour reviewing those recommendations. Typically, the recommendations with consist of 5-8 technology projects that your organization should consider completing, with general estimates of both time and cost provided for each step. (View a sample of typical recommendations here.)
Step 4 / Week 9
Check In (Web meeting; up to 1 hour)
We’ll have another conversation 6 weeks after reviewing the recommendations. This is our time to check-in on progress, and your chance to ask any additional questions.
Specific deliverables / outcomes:
1. Written recommendations, with estimated costs and related resources, in priority order.
2. Three web meetings totaling up to 4 hours to discuss and review.
3. Organization will have an understanding of the scale and scope of key technology projects and practices needed.