Wednesday, March 25, 2015

Emerging Technology Decisions (Nonprofit Examples)

This article was originally posted in Dimensions (a journalist publication from the National Catholic Development Conference). I redid a bit for a better read on a blog and threw in some pictures for fun.

I have a few stores I enjoy shopping at, but those stores also seem to know exactly how to get me to buy things I don’t want or need.
  • The hardware store has amazing sales and rebates on items which drive me to spend more time in the store, buy things and return for more when I get the rebate. 
  • The big box warehouse I shop at encourages me to buy everything in bulk. So an impulse buy turns into 30 items I don’t need, instead of 1. 
  • Then there's my favorite gadget store, they have the coolest things I never knew existed and the kid in me just wants to buy them. 
I think it is pretty easy to relate how we evaluate emerging technology to how we shop, which may result in efficient use of funds or unused technology. We need to have a purpose and framework to evaluate emerging technology.

Emerging technology is the wrong thing to focus on. It is only a means to an end. The real end goal of emerging technology is to drive innovation. So it makes sense to follow the steps for Unleashing Innovation. Luckily MAP for nonprofits, Idealware and NTEN have created a great resource to walk you through Unleashing Innovation. I will refer to the steps they have outlined and would encourage you to go read the full report. But I want to use some examples of how to approach emerging technology with two nonprofits I have personal experience with.

The steps from the Unleashing Innovation resource are:
  • Understand your Needs - Assess the things you could be doing better or differently 
  • Know what Technology is available - Take time to educate yourself about the technologies available (resources like Idealware and NTEN can help) 
  • Connecting the Needs - What is the catalyst or driver for exploring emerging technology 
  • Make the Change Happen - Get leadership support, staff buy-in and drive adoption 
  • What Success Looks Like - Define the planned outcomes and how you will measure it 

First a quick overview of the two organizations:

The Cara Program

I am the Manager of Technology at The Cara Program. The Cara Program is a workforce development organization focused on homeless or nearly homeless. We help them get and keep a job. We use a series of transformations classes, internships at social enterprises and professional development to prepare our students. Then a team of staff work with employment partners to identify job opportunities and match students to ensure a right fit. This is followed by a team of staff to stick with the student throughout the first year of employment. The culture is one of innovation, data driven decisions, tolerance for risk and ongoing change.

Leap of Faith Arts Ministries

My wife is the Executive Director at Leap of Faith Arts Ministries, a nonprofit focused on using arts to worship, and I volunteer to help them with their technology. Leap of Faith:

  • Much smaller and has limited resources.
  • As a Faith based organization their culture is rooted in their beliefs and impacts all decisions. 
  • As a newer, smaller organization their tolerance of risk is less and they need to focus on building a stable base. 
  • Their staff consists of an Executive Director, Dance Director and instructors, this small team has to focus their efforts on running the program.

These two orgs are different enough to illustrate how to approach emerging technology.

The first step is to understand your needs. 

The Cara Program
Leap of Faith Arts Ministries
  • Stable technology infrastructure, strategic technology plans, formal business process management and sophisticated data analytics.
  • They have needs to improve their workflows, innovate programs, build sustainability and drive long term change.
  • The technology needs are more focused on operations and supporting a smaller staff with limited budget. 
  • They have needs around creating efficiency, enabling communication, increasing awareness and establishing a stable foundation. This is the best time to involve others from your organization to build buy in during adoption.

This is no different than my example of the stores I enjoy. If I wander in to browse, without knowing what I need, I may leave with some cool stuff I will never use. Offering samples at the big box warehouse is no mistake, it purposely feeds on our impulses. Knowing what you need before you go to the store can help avoid the impulse buys. Now the exception may be if your need is to get new ideas, going to a store to browse and explore is a great idea.

The second step of finding available technology can happen in a number of ways. As a volunteer I help Leap of Faith Arts Ministries know what technology is available to them. They also belong to an organization called More Than Great Dancing which allows them to learn from similar orgs about the technology they are using. At The Cara Program we have a technology team of three staff, each taking time to learn about their perspective areas, as well as leveraging a group of volunteers in a Technology Advisory Committee. This committee provides an outside perspective and additional insight into emerging technology.

The trickier third step is connecting the technology to the need. It is easy to fall into the shiny object syndrome with emerging technology. You see an awesome technology and an opportunity, so you jump in and try it out. But having an opportunity is not the same as connecting to a need. Every organization needs to allow room for experimentation and pilots, however there should be a strategy behind it to avoid ending up with a collection of unconnected tools.

The other danger with emerging technology not rooted in a real need is experiencing a hype cycle ending with an unused toy. The technology hype cycle from Gartner shows the excitement when it is new, which quickly declines then levels off when the tool meets a real need (often way below the peak it originally reached).

I don’t buy too many things on a whim in bulk at the big box store. If I am going to try something new, I buy it in smaller quantity to try it out. And I know what my family typically likes, enjoys and needs before I go. Then I base my shopping on our budget, upcoming plans and what we already have. Much easier than trying to pick the right technology to meet the need and make sure it is useful.

Making the change happen is the fourth and toughest part of this process, especially if you haven’t done your homework in the first few steps to include your organization. A key to this step is defining what success looks like before the technology gets implemented. At The Cara Program a key to our adoption has been tying it to documented business processes and needs, taking the time to understand how we will use it before we buy it has been very effective. We also try out technology in small pilots while steering mission critical technology to integrated technology. At Leap of Faith it has been important to make all technology as easy to use as possible since there is no tech support. All technology is tied directly to a function, while balancing the faith based culture and limited resources. The innovation is really driven by cost savings and efficiency.

To close the loop (final step) you should compare the outcome to what you thought success would look like. Did the technology have the intended impact? Is the original need being met? Have things changed? Is the technology being used the intended way and is it sticking? This is a time to ask these questions.

Innovation driven by emerging technology can be a powerful way to radically change the way a nonprofit meets its mission and changes the world. It provides new ways to do old things, new opportunities and new ways of thinking, but without context on how you will use them or how they are needed in your organization, they will just be shiny toys. The way you approach emerging technology needs to be unique to your organization, goals, culture and mission. Be sure to read the full Unleashing Innovation resource to learn more about this process, then make it happen!

Wednesday, March 11, 2015

What I learned at #15NTC!

The annual NTEN Nonprofit Technology Conference is something I look forward to all year long! And #15NTC did not disappoint! I saw old friends, made new ones and learned tons!

NPTechies rule! This year had a good mix of sessions for the Techie!  We had security, contract negotiations, help desk, IT alignment, analytic, data, CRM, disaster planning and so many more. Loved seeing a theme of "People, Process and Tools" come from numerous sessions and different speakers! I was worried sessions on Ello and Crowdsourcing would crowd out the IT staff. oy. Big kudos to peeps like Peter S. Campbell for laying the groundwork to keep tech tracks alive (be sure to read his recap of #15NTC).

Weds, March 4

Ignite Plenaries!
The first round of ignites were great with quotes like:
Speak your mind, even if your voice shakes. from @jiandamonique
Be a mindful techie! #15NTC ignite. Savor the moments. Put your phone to bed and rest. Take time to focus.
"ie8 is a dumpster fire dressed as a web browser." from @dotcarly: Ha!
But the group on Friday really inspired me! Debra Askanase showed true bravery and shared a personal story about overcoming challenges with math. My favorite paraphrased quote was:
"I decided failure was not my story. Fear can not box me in. You can change your story." 
Then I enjoyed the play on semantics with Liza talking about how we should not "use" our volunteers. We use toilets, not volunteers. They are partners.

(And of course to the right is a video version of my ignite from last year, since Scope Creep did not get to perform this year)

Help Desk or Service Desk: Either Way, How Does IT Become a Partner?
It was amazing how much attention this session got since it was about Help Desks. I presented with Dar Veverka and John Cronin and it went super well! The key learning on this one was that most of the audience was already doing parts of service desk and didn't even know it.  But everyone appreciated the structure and more defined approach we offered.

Some key points:
  • A help desk is about responding to users needs, while service desk is more proactive and changes the way the organization works
  • A service desk is focused on providing expertise, structure & tools to improve processes across the organization
  • The process of implementing a service desk takes time and includes a plan for service strategy (policies, standards), design (plans), transition (change mgmt) and operation (daily support). 
  • The book ITIL V3 Small-Scale Implementation, is a complex but great resource to learn more about Service Desk

Avoiding Disaster - A Practical Guide to Backup Systems and Disaster Recovery Planning
This session was well run and the speakers (Dar Veverka and Andrew Rugninis) rocked, even lightened things up by sharing some stories about disasters they had faced (mostly water & monkey guts following Andrew around). Some key points:

  • Disaster plans should be iterative. Start with basics, then build over time. 
  • Disaster planning can be lead by IT, but should be an organization effort.
  • BIA - Business Impact Analysis combined with level of risk is a big part of how to prioritize in your Disaster Plan.
  • Knowing which key team members & vendors you will go to when a specific event occurs is critical.
  • There are a large number of backup options these days; cloud, drives, NAS, tapes, etc. Balance cost, ease & speed. 
  • Even if you are on all Cloud services, you need a backup. Crazy things happen when nature or humans are involved.
  • When fighting a disaster. Stop. Communicate first. Then start fixing. Admit problems, don't hide it. Establish trust.

Thurs, March 5

Strategy, IT\Mission Alignment and Outcomes -- How Do Yours Fit Together?
This session was even better than I thought! I can't wait to find a funder or partner to turn this into a book, workbook and full training for nonprofits! (contact us if you are interested!) This session built off of the IT Alignment model plus the Tactical vs. Strategic vs. Missional concept! The idea is:

  1. Spend time understanding how well your technology is aligned to your mission using these tools on my blog
  2. Build a set of plans and strategies which correspond to your IT Alignment Maturity
  3. Implement the changes using the seven IT Alignment Super Powers from the SIMO model
  4. And voila! You have the concepts, strategies and tools to align your technology!

What to do When Technology Isn't Your Problem?
Just like the family dog, technology is often blamed for things that are not its fault. Many of us rush to replace the technology we have. If it isn’t doing what we want, it must be broken. The greatest database in the world can’t save an organization that isn’t functioning well. And expecting it to will only lead to project failure along with a lot of frustration and missed opportunity. Some key points from this session:
  • Triangle of success: corners=tech, people, process with mission at the center. If you focus on a corner, you will topple the table.
  • A good role for leadership is to clear time for all staff for big projects  
  • Something will go wrong with projects, chunk the project to minimize & brainstorm risks ahead of time.
  • Can't convince the CEO, see if you can build other management support on a smaller scale to build off of.
  • Features don't sell technology, it should be the value it delivers.
  • Never underestimate the power of demonstrating opportunity costs. Sometimes NO is the best answer.
  • Projects need a definition of success, but they also need a definition of failure. Create go-no checkpoints.
  • When you are overloaded & a new project is added, always ask: "what should I stop doing?"
Igniting a Culture of Tech Innovation
If nonprofits don’t innovate, they are going to lose talent, support, and funding to other faster, sexier tech startups. Let’s talk about how to create a culture of tech innovation in nonprofits, because we have people’s interests, not just the bottom line, at heart. Some key points were:

  • Good, documented process= you don't have to think about how to do your work as much, more time to innovate
  • process maps are great for innovation because they provide a visual representation to react to. 
  • attributes, attitudes & behaviors = Org Culture. understanding these can help you influence innovation.
  • a good innovation driver facilitates the change, rather than doing it
  • innovation success factors after starting, follow up, integration, top level buy in, inclusion
  • Often a good idea, is just that, a good idea. Ideas get implemented when there is a real need, urgency, owner or ???
  • Resources: Innovation Network,, Standford Social Innovation Review

Fri, March 6

To be honest Friday's sessions were good, but the only session I attended worth mentioning here was:
Adoption Shouldn't be an Afterthought: Making Sure your Organization Actually Uses the Technology You Implement
Evidence shows that IT project failure happens more often than we’d like to admit in all types of organizations. The reasons for failure can be diverse, but at the root of many failures is lack of adoption. We’ll investigate the reasons that new IT systems don’t take hold in organizations, and how you can avoid these problems, starting from the very beginning of your project.  Some highlights included:

  • People may like a change, but may hate the disruption it causes & be snarky in the background
  • Include your skeptics in the project as project champions or planning. Don't avoid the conflict
  • documentation is key to adoption!- prelaunch feedback, living documents & human vs tech process
  • During adoption, watch for people returning to old habits or tools. Don't scold tho, find out why they went back
  • Talking about risks pre launch is good, but FIXATING on them causes them to come true. acknowledge, plan, move on. 
  • exec sponsor, org alignment, adopt plan, monitor success, tools - key steps to adoption
  • If a problem or conflict comes up in a project (or adoption), take the time to address it directly.
  • Silence is not a sign of support or all is well with adoption. Questions & complaints are better, at least they care

Sat, March 7 

Fishing with Friends at Lake Travis, best way to end a tech conference ever! Thanks to Scott Rockenstein for making it happen!


All in all it was one of my favorite NTCs! I met some awesome new people and learned a ton. But lets see if we can get a social media campaign started to bring back #ScopeCreepTheBand at #16NTC!

Tuesday, February 24, 2015

Where I'll be at #15NTC!

Each year I follow in the inspiring example of Peter S. Campbell by sharing where I'll be at the You should read Peter's post to see where he will be!
Nonprofit Tech Conference.

The annual NTEN Nonprofit Technology Conference is something I look forward to all year long! This event has helped shape my career and the orgs I have worked for, plus it has impacted a number of orgs and staff I have collaborated or shared with. I love it. Anyway, here is where I will be at #15NTC.

HELP! Last year I made awesome plans to connect with people at Breakfast, Lunch and Dinner, but I don't have any of those plans yet, hit me on Twitter at @steveheye if you want to connect or leave a comment.

Or you can read what I learned at #14NTC to see if it helps you want to go!

Tues, March 3

Volunteering! I will be helping NTEN stuff bags and such all day if you want to come find us to help!

A mix of nerds and brew, need we say more? Celebrate the 7th annual #ntcbeer, the pre-conference party known for good refreshments and better conversation. Catch up with nptech friends old and new over a few brews or whatever. Visit us on Facebook!

Weds, March 4

NTENer Center!
If you want to meet me, hang out with me or just point and laugh, I will be at the NTENer center from 7am-8:30am and 3-3:30pm! The NTENer center will be in the middle of the science fair. Take a minute to grab a lounge chair and chill with me.

Ignite Plenary!
Excited about this even if I a will not be presenting this year. Ignites rock the house with 20 slides, 15 seconds each and in 5 minutes you have a lasting memory! I embedded a video here if you want to relive the song part of my ignite from #14TNC.

Help Desk or Service Desk: Either Way, How Does IT Become a Partner?
I am presenting this with Dar Veverka and John Cronin. Help Desk sessions may sound boring, but this will not be! We all know the traditional meaning behind an IT Help Desk: something breaks, you call, we fix. Moving to an IT Service Desk can add further meaning: we also work with you on the goal. And in case you need another reason to come, check out DJ Help Desk!

Avoiding Disaster - A Practical Guide to Backup Systems and Disaster Recovery Planning
Pretty much every nonprofit has an IT disaster recovery plan in place these days– it’s a standard auditing requirement. But often those plans are just a modified boiler plate that someone snagged off the Internet to satisfy that auditing requirement. No one has ever tested the plan or thought about whether all parts of it are practical, much less kept it up to date.

Thurs, March 5

Strategy, IT\Mission Alignment and Outcomes -- How Do Yours Fit Together?
This stands to be the highlight of #15NTC for me! I have been waiting for years to present this session and excited to have Kelly Trusty bring it! Does an organization’s overall strategy type have anything to do with the extent to which it aligns technology with its mission? We say yes, and a study of 244 organizations agrees. Does that connection have anything to do with how well an organization performs and achieves outcomes? Again, we think so. We would like to share those connections with you and help you see how the relationship between strategy, IT/mission alignment and performance in your organization can be strengthened to help you achieve outcomes.

How to and Where to Get Started with Business Intelligence
This session will provide you with a practical approach for getting started with business intelligence (BI). Using BI will help you understand what drives the success of your organization.

Igniting a Culture of Tech Innovation
If nonprofits don’t innovate, they are going to lose talent, support, and funding to other faster, sexier tech startups. Let’s talk about how to create a culture of tech innovation in nonprofits, because we have people’s interests, not just the bottom line, at heart.

FUN After Hours!
Salesforce Foundation Party
NTC Howdy Hour with TechSoup!

Fri, March 6

How to Perform a Strategic Technology Assessment for Your Nonprofit
Based on over 100 projects performed over the last dozen years for nonprofits big and small, this informative presentation will step participants through the most commonly adopted and time-tested process for performing strategic technology assessments for nonprofits.

Geek Games! Bring it!

Sat, March 7 

Fishing with Friends at Lake Travis, I can hardly wait to combine a nonprofit tech conference trip with fishing! Booyah!

SO much Stuff! If you haven't registered, DO IT NOW! If you have registered, change your travel to be there early for the Pre-Conference (Smaller crowds and more info!)

Wednesday, December 10, 2014

Is Adoption today's implementation?

When I first started in technology, you needed technical aptitude and were forced to follow the parameters set by the tools. Technology projects were focused on the hardware needs, installation and setup. You needed to follow the implementation plan and then stick to the manuals.

But times have changed, many technology projects require very little technical knowledge and hardly focus on the tools at all. The strategy, process, buy-in, training and organizational change overshadow all of the technology.

The transition from inserting disk A to logging into the cloud, building software to leveraging platforms, hardware constraints to nearly limitless storage, code to config, wired to wireless, heavy tech skills required to consumerized tech, and on and on...   It isn't stopping.

Sidebar soapbox: just cause all this tech is changing doesn't mean tech staff are going away. Wrong. The demand is growing. Tech staff know how to integrate, match to process, innovate, configure, manage, train, drive strategy, select platforms, see the big picture, and on and on... It isn't stopping

Back to my point though. Adoption of technology in an org is now more important than implementing it. It isn't about installing it, it is about getting it understood. It isn't about the tool, it is about how it is used. It isn't about the email, it is about the message.  It isn't about the social media, it is about the conversation.  It isn't about the system, it is about the culture surrounding it. It isn't about functionality, it is about how it serves the mission.

Anyway, I think you get the point. Most technology projects are not about implementing the technology, they are about the organizational change required (ADOPTION!)

Luckily enough, the awesome, smart people over at Exponent Partners (who we worked with to adopt Exponent Case Management on Salesforce) wrote an amazing paper all about the adoption process! And they did it in a way which would be tough to recreate here on my blog. SO GO DOWNLOAD THE ADOPTION RESOURCE!

Then be sure to read this awesome article from Peter Campbell on a very similar topic! 

I did a presentation about this for Dreamforce regarding adoption of Salesforce for The Cara Program. So to have a bit of fun with it, I first did a parody of Bruno Mars Lazy Song.  My video recreation of the song is below along with my presentation.

Monday, December 1, 2014

Bring Faith to Everyday!

In my college years I strayed from my Faith. I made choices based on my own needs and wants. I became a different person. Eventually I found my way back and my life changed. My life continues to grow in blessings and joy. But I always wonder, what would my life be like if my Faith stayed a part of my life?

I think we all have part of our lives where we stray from our Faith, where we take our focus off of God and choose our own direction.

Now as my oldest kids are taking the next steps in their lives, I see them facing the choice of following their faith or taking their own path. Which makes me wonder, what can we do to better prepare our kids for their future?

When I think about this, I am reminded of countless Church services talking including God and Faith in every part of our lives and making Him the center. But do we help our children do this? Sure we take them to Church on Sunday and maybe even to a church group during the week, but do we encourage them to show their Faith outside of Church?

This is what gets me excited about Leap of Faith Arts Ministries, bringing God and Faith into the
Arts providing another opportunity to weave it into everyday. Allowing the dancers and artists to learn to use their talents to worship. This impact goes beyond the studio walls. Each time a Leap of Faith artist performs, one of dancers talks to their friends or a parent comes to Leap of Faith, an opportunity opens to experience God outside of Church.

The work Leap of Faith is doing is important to me and my family. We have dedicated a lot of our time, resources and talents to this organization because we believe in it.  Would you join us by making a donation to Leap of Faith on this #GivingTuesday?

With a monthly budget of $5,000, even a small donation has a large impact. A $100 donation is 2% of this monthly budget.  Will you join us in this work and bring Faith into the Arts?

You can donate on our website!

Monday, November 17, 2014

Tech For Small Orgs!

photo from Sergio on Flickr
Having spent the last few years helping Leap of Faith Arts Ministries with their tech has spurred new thoughts on what it means to be a small org.

I think we have heard the pleas of "not enough money", "not enough time", and "not enough skills" so much that we become numb when we hear it. But these challenges are real. Using those challenges as excuses to have no technology plans is still not acceptable though. Even the smallest nonprofit should have a technology plan. Even if it is a napkin with a list of tech they use, vendor info and when it should be replaced.

SO my challenge to all small nonprofits is to stop focusing on your size and challenges and look at the opportunities you have. This video does a better job explaining it, I think...

SO what is the action you should take?
I would start with training the person who will be your technology decision maker. (note, I didn't call them your IT staff. I said technology decision maker. Even if you don't have IT staff, every org needs a formally recognized technology decision maker.)

Here is my full presentation about tech for small nonprofits:

If you are interested in seeing an example list of technology from a small org, you could read my post about the tech Leap of Faith uses. It is a good example of priority in spending tech dollars.

The other awesome part of small nonprofits? Even a $25 donation goes a huge distance. If you found this info or my blog helpful, consider donating to Leap of Faith Arts Ministries!

Tuesday, November 11, 2014

Why do I spend so much time on #NPTech?

Recently a few people have asked me questions like:
Why do you spend so much of your time on nonprofit technology?
Where do you find the time to write, present & speak about nonprofit technology?
Why are you so passionate about nonprofit technology?

Since the early 90's I have been a fan of the ability of technology to change the way a nonprofit meets their mission. My degree is in Finance, so I have a natural interest in process, policies, controls, metrics and the bottom line. Combine my finance education with a childhood full of volunteering in almost every program role possible at the YMCA and you get a process driven love of program delivery with a heart for technology innovation.

Understanding the importance of technology used to be a huge problem, today the problem seems to be moving from knowing technology is important to acting on it. Not to mention the distraction of social media. Yeah, I said it, social media is a distraction from core technology strategy (almost as distracting as gifs...). It seems like too much of our attention in nonprofit technology is on social media. Yes, social media is important, but more important than a solid infrastructure, good security, efficient staff, organization effectiveness and innovative use of technology for mission? I think not.

So I am trying to do my part to bring core technology strategy back into focus. The nonprofit and NTEN communities were there for me when I was starting out and I want to be there for others. I use a big chunk of my spare time reading, writing and speaking about nonprofit technology because I know first hand the power it has. 

I am not saying I am doing this alone, I am doing it as one small part of a community. This is why the NTEN community is so critical. This is why I am an NTEN Champion this year. Your support of this campaign helps nonprofits everywhere learn more about technology. It is like supporting all causes all at once!

Show your support at:

OR learn about the other causes I am promoting at:

This video is a teaser of a Bruno Mars song I rewrote. I will release more of the video as more donations come in.