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:

 [email protected]   [email protected]