Tactical Technology Planning for Nonprofits

This course will help you spot your organization’s critical technology needs and develop a practical plan for improving your technology infrastructure–even if you don’t have a tech background.

Five 60-minute sessions, Thursdays beginning September 13

Does your technology need major upgrades? Where do you start and how do you get the job done on time and on budget? This course will help you spot your organization’s critical technology needs and develop a practical plan for improving your technology infrastructure–even if you don’t have a tech background.

Over five weeks, you’ll view eLearning modules that cover common nonprofit technology needs and complete worksheets designed to help you make key decisions. Then, once a week, our expert trainer will work with you to answer your questions and build on your knowledge. You’ll also have opportunities to share your experiences and learn from peers who are facing the same challenges.

Throughout this course, you will:

Toolkit Schedule

All sessions take place Thursdays at 1 PM Eastern and last for 60 minutes.

September 13: Getting Started

In this first session, we’ll discuss tactical vs. strategic planning and help you lay the groundwork to begin planning for technology improvement.

September 20: Understanding Your Tech Infrastructure

We’ll first lay a foundation of knowledge about the basic building blocks of office technology and how to manage them. Then, during the live session, we’ll help you evaluate your current technology and what action you’ll need to take to get it into shape. This session will cover hardware, security, backup, networking, software, maintenance, and how to support your colleagues.

September 27: Database Systems

Your organization interacts with a lot of different people—volunteers, activists, donors, clients, and more. To kick off this session, you’ll watch videos that help you consider your options for managing your data. In particular, we’ll outline what a CRM system can do for you and review specific software including donor management systems and broadcast email tools. Then, in the live session, we’ll discuss what to look for when selecting a database system, review best practices for software selection, and share ideas about what features and configurations work best for particular kinds of organizations.

October 4: Online Communications

You’ll gain access to videos where we’ll walk you through the “SMART” communications goals and help you gain a solid foundation for planning your website, broadcast emails, social media, and how to weave them all together. Then we’ll get together and talk about how to prioritize your communications and share successful strategies that you can apply to your organization.

October 11: Completing Your Action Plan

This final session is dedicated to helping you complete your action plan so that you’re ready to put your new knowledge to work right away. We’ll answer questions and offer tips for making sure that your plan is doable. We’ll also help you think through how to get your project funded and what you’ll need to do to successfully implement new technology.

Other Info:

Participants will also be given weekly “homework” assignments.

Please register with the email address where you would like to receive the access code and dial-in information for the online seminar. All registered participants are granted access to the recordings of each session. Participants who cannot attend any of the sessions due to scheduling conflicts will still have access to the toolkit presentation decks and handouts. Every session and demo will be recorded and available to individuals who have registered for the course. A weekly email will include access information for the recordings collected that week.

Also, be sure to add training@idealware.org to your contacts to ensure meeting details do not get caught in your spam folder. To register online, the contact information for the registrant and credit card holder must match. If you would like to pay with a card that does not belong to the attendee, or if you need to register for multiple people on one card, please email us at info@idealware.org or contact Debbie with your credit card information at (207)310-8597.

All registered participants are granted access to the recordings of each session. Participants who cannot attend any of the sessions due to scheduling conflicts will still have access to the toolkit presentation decks and handouts. 

About the Presenter

Joshua Peskay, Vice President, RoundTable Technology

Joshua is an expert trainer for Idealware and Vice President of RoundTable Technology, a technology service provider in New York and Maine. Joshua has been helping nonprofit organizations improve their use of technology since the early 1990’s and has worked with more than 1,000 organizations. He specializes in helping organizations be strategic about their technology and make smart choices about services, support, and management.

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