Technology Planning – Sharing challenges and successes
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Transcript of Technology Planning – Sharing challenges and successes
Technology Planning – Sharing challenges and successes
March 12, 2009
Hosts: Kathleen Brockel & Rachel Medina
Today’s Discussion Tech Planning
Challenges Causes of the
Difficulties NTAP’s Google site
to share resources
Immediate tech planning needs facing programs?
Planning process problems?
Tech & staff needs assessment problems?
Report drafting problems?
Participant role in their program
Attorney or Supervising Attorney
IT Manager, Director of Technology, Sys Admin
Executive Director or Deputy Director
Paralegal or Other Support Staff
Other
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80 Most Challenging parts of Tech Planning
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Challenges for Tech Planning
Series1
Knowledge management Developing adequate tech personnel
planning Tech training Systems for PAI support Document production & document
assembly
Don’t know what changes can be enacted on a tight budget,
Don’t know much about the topic
Tech planning for particular topic seems too time intensive
Don’t expect to have money to implement changes/improvements
Don’t see how tech planning area will benefit organization,
Causes of Tech Planning Challenges
• Overall Program Capacity • Management of Client and Case Data • Production and Supervision of Legal Work • Records Management • Knowledge Management • Intake and Telephonic Advice • Direct Assistance to Low Income Persons • Support for Use of Private Attorney • Security • Training • Communication • Administration
• Overall Program Capacity – Planning - tech planning should be fully integrated into overall program planning – Budgeting - adequate funds should be budgeted for: • ongoing maintenance and upgrades of hardware & software • necessary personnel to support and maintain system • training in using it
– Personnel - sufficient capacity to: • maintain equipment, networks, databases and software
At a minimum the plan should include: ◦ Description of program's technology planning
process ◦ Identification of specific baseline technology
capacities the program lacks ◦ Description of strategies program will employ
to acquire each missing baseline capacity ◦ Discussion of how technology planning is
integrated into the program's overall service delivery planning
Immediate tech planning needs facing programs? ◦ Process problems? ◦ Problems with specific technologies?
What are programs doing now? What suggestions/plans do you have to
share?
Assembly your technology planning team Review mission & vision Assess program & staff needs (ideally as
part of overall program planning) Assess technology that meets the mission
& vision Identify gaps Strategize improvements
Dates: ◦ Thursday June 11 ◦ Thursday September 10 ◦ Thursday November 12
Proposed discussion topics: