Leadership

Yes, We Need a Technology Plan, but Where Do We Start?

Problem Statement

This session will give leadership and key IT staff information on how to develop a technology plan, gain support for that plan, analyze business processes, and then successfully implement the plan.

Isn’t it funny—not so long ago we used paper maps to navigate, we perused the Yellow Pages to find a local store, and we called the restaurant to order a pizza. Today, we expect (and even demand) to be able do any and all of these things online. There is no doubt that technology is central to business success, and nonprofit services are no exception. Customers look for and expect to find many nonprofit services online. Developing a strategy to deliver those services and understanding the short- and long-term costs of that strategy can seem daunting. Where do we start? How do we build out our technology? Do we need something more than our current website? What kind of database should we use? Do we need a mobile strategy?

Join this session to learn:

  • The key components of building a strong, solid, and sustainable technology plan
  • How a technology expert or consultant can help you with your strategy, whether to hire one, and what to look for
  • The importance of engaging in business process analysis to articulate business priorities
  • What roles everyone plays within an organization in developing and implementing a plan
  • How to make financial decisions regarding the infrastructure and software to purchase
  • How to analyze the immediate and long-term costs of implementing certain technologies

Learn from both a consultant—Presence Social Impact—and two nonprofit organizations—the Council on Accreditation and WASC Senior College and University Commission—as they demystify and help explain the benefits of establishing a technology strategy and plan, what that plan involves, and how it can support mission, growth, and long-term sustainability.

Timothy Stockert
Council on Accreditation
Vice President of IT and Business Intelligence
Timothy Stockert, MBA, MSW, is the Vice President of Information Technology and Business Intelligence at the Council on Accreditation (COA), an international, child- and family-service and behavioral healthcare accrediting organization. COA accredits over 1,500 private and public organizations that serve more that 7 million individuals throughout the United States and Canada in over 50 different service areas from adoption and foster care to counseling and case management. Tim currently manages two teams; the Information Technology team which manages COA’s network, database, website, and online portals for organizations and volunteers; and the Business Intelligence team that is using analytics and data to share insights with staff and stakeholders to help transform and advance the nonprofit industry. In the 10+ years that Tim has been at COA, he has helped move COA from a completely paper-based process to one that is nearly paper-free. Tim’s expertise lies in helping internal staff design more efficient processes for managing their work. Outside of COA, Tim is an avid athlete and spends most of his time in Central Park working out. He has completed nearly 50 marathons and numerous triathlons including 6 Ironman triathlons plus 2 ultra-marathons. He also loves to read, cook, travel the world, and discover new technologies.

Henry Hernandez
WASC Senior College and University Commission
CIO
Henry joined WSCUC in 2007 and has served the organization in several roles include Manager of Substantive Change and Director of Communications and Information Systems. His current focus as CIO is on improving the agency's information systems to better serve the Commission's decision making processes, to facilitate the engagement of member institutions, peer evaluators and staff in the accreditation process and improve the accessibility of accreditation information to members of the public. Previous to WSCUC Henry has worked in a variety of roles in higher education including Assistant Director of Student Group Advising and Assistant Director of the Berkeley-Columbia Executive MBA program at the University of California, Berkeley. Henry also served as the Executive Director of the Florida Office of Collegiate Volunteerism, under the Florida Board of Regents, now part of Florida Campus Compact. Henry holds a Master's in Public Administration with an emphasis in Organizational Change from California State University, East Bay and a Bachelor's in Music from Florida State University.

Sara Chieco
Presence
Director of Technology, Social Impact
Sara Chieco is the Director of Technology for the Social Impact Practice at Presence. She is a passionate and accomplished Non-Profit Business Analyst, Software Architect, and Technical Lead with extensive services and product experience. Sara has worked with Salesforce for Nonprofits for nearly a decade delivering custom solutions. Prior to this she designed and coded both enterprise and client/server applications as a software engineer. She received a B.A. in Math from Wesleyan University, and an M.S. in Computer Science from the University of Oregon where she was a Graduate Teaching Fellow.

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