Marc Baizman's blog

The case of the missing (project) manager...

detectiveIt was a dark and stormy night. My face was bathed in the blue glow from the laptop's screen.  I sat staring at an email. "We won't have anyone to take on the project manager role for the upcoming major technology project at our organization.  Do you think that could be a problem?"  

I sat back, cracked my knuckles, and began to craft a reply.

"The challenge of working with nonprofits and technology is the faith that somehow "the technology will save us."   I think the hope is that by hiring a consultant or firm to run and manage a project (donor database, file storage system, etc), the nonprofit won't take up valuable staff time, the consultant will work their technical voodoo, and come back with a system that is perfectly configured, easy to use, and ready to be used by all staff with a bit of training.  This, in my opinion, is false hope.

One of the keys to a successful nonprofit technology project is staff ownership of the project.  This doesn't necessarily require that a staff person spend 100% of their time on the project (after all, that's one of the reasons you're hiring a firm, presumably), but it does require that there is someone on staff who fully owns the results of the project, is the main point of contact with the consultant, and is capable of making decisions regarding the project, or communicating with internal staff to get decisions made, and then clearly communicating those decisions.  Ultimately, staff time is always required for any successful nonprofit technology project, and ownership is a big part of that.

In a nutshell, I'd say that yes, it is problematic that no one within the organization is able to take on that role."

Exhausted, I hit send, and closed the laptop's lid, hoping that I'd prevented the disappearance of yet another nonprofit technology project manager...

 (Apologies to Elmore Leonard, and fans of real hard-boiled detective stories.)

Biting off more than you can chew?

 Dog eating a watermelonI saw this Harvard Business Review stat that claims one in six IT projects are money pits, going on average 200 percent overbudget and taking 70 percent longer than planned.  I wonder what would happen if we could see only nonprofit IT project performance--what would that look like?  I suspect not much better, and possibly even worse on the scheduling side, as that's certainly been my experience. It makes me think that nonprofit organizations have a tendency to want to bite off more than they can chew when starting a new technology project, and this adversely affects the project.  This may be because the organization doesn't really know what's involved in--for example, setting up a new fundraising database or redesigning their website--or it may be that organizations simply don't allocate staff time for people who aren't "directly involved" on the project.  

Regardless of whether an internal IT person or consultant is assigned one of these projects, it's their responsiblity to make it very clear assistance is required from the rest of the organization, both in terms of staff time required and skills required.  I really enjoyed this post by David Geilhufe on the NTEN Discuss List (of course, you're an NTEN member, right? Right?!) which talks about a few of these issues.

One of the main responsiblities of the IT staff (or consultant) will be to divide the project into easily digestible chunks.  This work entails dividing the project into phases, defining clear business goals, assigning people to the project, and other steps.  Often this simply isn't done, or is hurriedly rushed through because "we need that website live next week!"  This is not a strategy for success, and then the organization gets into a downward spiral of "we need A, but it's taking too long to get, so we'll just assume B, and move on to the next item: C," which ends with no one being satisfied because what was created was not what was expected.

The attitude that "the technology will save us" seems to somehow prevent many organizations from doing much of this up-front work (planning, defining clear goals, process mapping, assigning people to the project, breaking projects down into pieces) required to have these technology projects be succesful.  You wouldn't roll out a new Homeless Prevention Initiative without doing up-front planning, so why would you think IT is any different?

Thoughts from the field?  How are projects handled at your org?  Are you biting off more than you can chew?

What makes a nonprofit technology project successful?

Secret KittyI've been working with a variety of nonprofits on different types of technology projects, and I think I'm getting better at "picking the winners" right out of the gate.  So I figured I'd let you all in on a few of the secrets that I've learned after doing this for about 8 years.  Here goes:

1) Make sure management is bought in to the project from the start.  This includes ED's, board members, senior staff, and anyone who could possibly throw a wrench into the process at a higher level. Obviously this isn't always possible, but recognizing that you might have to do an internal "sales pitch" is much easier up front than down the line when you're ready to go and someone holds up the process.

2) Make sure there is a defined budget for the project.  I can't tell you how many times I've heard, "We need to know how much it's going to cost, and then we'll find the money for it somehow."  The problem with that strategy is that you're going to need to fundraise or take money from other things to fund this project.  If you're not budgeting for technology, then you org has larger problems than just this single project.

3) Make sure there are at least 2 staff members who have "system administrator-level" knowledge.  More often than not, one person leaves over the duration of the project and since this is a "tech thing" you can bet the project was handed to the youngest staff member (since they "you know, use Facebook or something") who is either a VISTA or an intern returning to school in a few months).

 4) Make sure there is adequate training time for all staff members.  Often one of the last things to be considered, training is one of the most important ingredients to success of any nonprofit technology project.  Your new website may look totally mind blowing, but if no one can change any of the content ever, then it's not going to be super useful.  Your new donor management system is the bees knees, but if the development director can't find that one major donor with the last name that starts with "Czy", you're going to be in a tough spot.

What are some of your keys to succesful nonprofit technology projects?

 

11NTC reflections

11ntc(Picture from http://www.flickr.com/photos/josephcmoran/5535795940/) The hallway conversations, the parties, the amazing array of sessions and vendors...  And the inevitable depression that sets in after the return to the office.  Oh NTC, how do I love thee, let me count the ways!

1. Best attendees EVAR!
2. The hallway conversations are always terrific.
3. The energy and enthusiasm of a couple thousand people who already "get it" is (almost) enough to keep me energized for a year!
4. An astounding array of people and companies that exist to serve nonprofits.

So with all that love, there are some things that I don't love about the conference (this is my 4th) and I want to share some gentle criticism and I wonder if there are others who feel the same.

  1. Just too damn big. Maybe it's just me but it felt especially overwhelming this year.  I hate to say it, but it seemed "corporate."  Possible solution: limit the number of in-person tickets and exand the on-line portion of the conference.
  2. Session content just not techie enough.  There just isn't enough meat for the "intermediate to advanced" techies - it's geared towards intro folks.  Possible solution: have a "beginner" day and an "advanced" day, so people could skip things as desired.
  3. Sessions are wayyyy uneven.  Is there a way to vet content/speakers?  If I see another bulleted list in PowerPoint, I'll shoot somebody.  Seriously folks, it's 2011.   Having a picture next to a bulleted list does not improve your slide.  And PLEASE involve the audience - we WANT to interact many-to-many, not hear from the "sage on the stage."  And reading a twitter feed helps, but isn't the answer.  Possible solution: crowdsource the content review and session structure with some of the NTEN community.  There are folks who know how to do this and do it well.  Gunner from AsiprationTech?
  4. The food sucks.  I know this is likely not negotiable (i.e. you have to use the hotel's catering) but man, feeding a bunch of people at once always seems to lead to terrible, bland, cold food.  I've learned my lesson and always try to eat offsite for breakfast for sure, and lunch if I can get away (not always possible).  Possible solution: List of nearby decent restaurants so those who want to get away from the "conference carbs" can. 
  5. Duplicated sessions.  How many social media sessions do we really need?  Possible solution: more aggressive editing from the NTC Agenda Planning team.  

 

That's just a couple of thoughts about the conference.  And of course, in spite of the things I've mentioned, this conference is still THE place to be every year, and I SO appreciate all the hard work that the NTEN staff put in.  Thank you Holly and co, you guys are amazing and I love what you do for the community!  (And I met my wife here four years ago, so I really do mean it when I say I love what you do!)

Salesforce and Chatter - What the Heck is It?

You might have seen a couple of bizarre ads during the Super Bowl this year for this thing called "Chatter" and wondered to yourself, "what the heck was that?"  Or, if you're me, you frantically shouted and gestured at the TV and yelled, "That's what I do!  Yeah, that's Salesforce!  That...uh...what the heck is this random ad supposed to show?  And how much did that just cost?!"

Well, I don't know exactly how much those 2 ads cost, but I'm sure it was plenty. Here's what Chatter is: a private social network for your company (read: internal Facebook) that is integrated into the Salesforce platform.  Salesforce has been hyping this since their 2009 annual Salesforce conference, Dreamforce

I've been working with large and small organizations who are using Chatter to varying degrees of effectiveness, and I think there are some tips that can help prepare you to use this new tool. 

  • You need to have a critical mass of people using Chatter, otherwise it looks like a few people who showed up way early to a party, and no one else is showing up.  Depressing, right?  And then no one sees the value of using it.
  • It helps to have some guidelines up front on what people should use it for: sharing work and some personal info is okay, but maybe sharing way-too-personal info is off-limits.  I don't think you need to be too heavy-handed here, but written policies always make the HR department happy.  :)  Kivi Leroux-Miller has some good resources for this.
  • Since there's no way to pilot this with a small group (pet peeve of mine), prepare people for this before you turn it on!  Have a lunch and learn about how you might use it.  Brainstorm with people some cool things they could do.  Above all, get people excited about it, and they'll see the value, even in a very small org.
  • This may seem obvious, but you should use it too!  You can be a model of how best to use a new tool like this. Sharing status updates, posting fun links, updating people on what you're doing are all valuable things to use Chatter for.

Are you using Chatter at your nonprofit?  Is it useful?  A waste of time?  Let me know what you think!  

Drinking the Kool-Aid, or Working with Nonprofit Not-So-Techies

 Kool Aid ManDo you sometimes feel like you're the only one who's drinking the Kool-Aid?  Are you the only one who's saying "Did you check the intranet for that?" or "That's in the Google doc I shared with you, remember?"   I know I feel like that, more often than I'd like to admit.  I have some tips for you Kool-Aid drunks (ha) out there that I hope will help you in your day-to-day experience of being nonprofit techies and helping the nonprofit not-so-techies.  

Tip #1: Be encouraging!  Just because someone *still* hasn't gone to the project website doesn't necessarily mean they don't want to.  They may not have had time, or they forgot their password (it happens, and you might have to reset it for them).  Be encouraging, and maybe even stay at their desk and make sure they can login (or whatever is appropriate for your org).  If you're frustrated or, even worse, patronizing, you can bet they'll never do the thing you want them to do.

Tip #2: Make a help guide!  I bet that with a minimum of effort you can bang out a quick reference one-pager or even a quickie screencast.  As I've mentioned before on this blog, I love Jing for this.  http://www.jingproject.com  Your screencasts can be hosted on Screencast.com, your own server, or in the pro version ($15/yr), YouTube.  These are so easy and fun to make, I dare you to not to make these!  I think you can have fun with this, and if you don't, I know you can find another Kool Aid drinker who will enjoy it (the intern?).

Tip #3: Lunch and Learns!  Don't waste your lunch hour by eating lunch...at your desk...alone...again.  Use it to teach your coworkers a handy Excel tip about VLOOKUPs, or have an open "Geek Out" where people can ask questions about their most vexing tech problems.  This is a valuable opportunity for you to show everyone what the heck you do!  I know it can sometimes be uncomfortable to be in this type of situation, but I promise that the goodwill you generate will be worth it. And make your lunch and learn a regular occurrence.  

Tip #4: Get people on your side!  You are your own internal marketing team, so you need to be persuasive about your ideas and initiatives.  See if you can recruit others to your projects, and then you'll have more allies that you know what to do with!   

I hope these tips get you thinking about how your attitude can influence others that you work with, and can get them drinking the Kool Aid too!  Please share YOUR tips in the comments below!

Are YOU talking to ME?

Taxi Driver(With apologies to Pacino and Scorsese)

I'm working with several nonprofits that are making major technology changes (moving from Outlook/Exchange to Google Apps, selecting a new donor database) and it seems they want to "leave it to the techies" to make the decisions and handle the process.   Obviously not a smart strategy, especially when you consider the dramatic impact these changes are going to have on the organizations and people.

That means it's up to us, the techies, to make sure that we get the right people involved.  Make sure you're talking to the people who are going to be most affected by the technology decisions, and be getting their input right from the start.  In one of these situations, we didn't get (a very important) someone's feedback until much later in the process, and we had to backtrack to incorporate their input, and it had a big impact on a technology choice, all because they weren't involved from the beginning. 

Make sure you've got representation from all the areas of the organization, even if they think "this won't impact me, it's just a tech thing."  Once you've got this "Technology Council" together, it's up to you to make sure you're bringing critical things regularly to this group.  It's very easy to get in the mindset of "I'll just handle this" when sometimes it's important to get people from different areas of the organization to give feedback.  

So make sure people are talking to you, and if they're not, start talking to them!  That's the only way you're going to get some decisions made on technology!

Change: not the tech, but the people!

 I just started reading the fantastic "Switch: How to Change Things When Change is Hard", and it's making me think about how I've managed change at the organizations I've been part of.   I lean towards presenting facts, rational arguments, and a use little bit of bribery (candy, booze, etc).  That's just who I am -  a pretty rational, thoughtful guy, who, if presented the facts, will make a decision based on those facts.

Actually, nope.  Not true.

Or at least, that's not really who I am, according to the authors, Chip and Dan Heath. I'm also an emotional, irrational, crazy person making decisions based on my gut.  One of the important things talked about in the book is this metaphor of the "elephant" and the "rider" - the "rider" is the rational thinking self, theoretically in charge, until the emotional "elephant" starts heading a different way.   It's when you align these two things, the elephant and the rider, that change can happen much more easily.

Thinking about big changes that I've been a part of, or that I've rolled out to groups of people at nonprofits, I'm guilty of trying to motivate the rider by presenting logical, rational information, and not really paying attention to the elephant.  Thinking about the elephant (emotional, irrational, whimsical), made me realize that I need to appeal to both to really make change effectively.  Things I'm planning to do differently:

  • Have regular open "share your feelings" sessions where people can express how they feel about the change that's coming/or has already arrived.  This may be 1-on-1 in an "office hours" type environment, or in a meeting situation.  I will make sure to have snacks at the ready - whether it's at my desk or in a large meeting!
  • Give some advanced early adopters cool "expert" badges to motivate everyone to learn a new system
  • Create FUN help and training docs.  These don't need to be completely dry - you can always create fake data with celebrities or cartoon characters.  Anything to lighten it up.  It also shows that there's a person lurking underneath all that technical expertise.

Here is a podcast series (Social Innovation Conversations) which has Chip Heath, one of the authors, talking about change as it relates to nonprofits.  Hope this helps you in making change at your organization! 

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