Preface xv
The Author xxiii
PART 1 GETTING STARTED
1 Understanding Technology Planning 3
Figure 1.1 Technology Plan Pyramid 4
2 Planning and the Technology Implementation Cycle 8
Figure 2.1 Technology Implementation Cycle 9
Table 2.1 Total Cost of Ownership in
Relationship to Actions Chosen 12
3 Assessing Organizational Readiness 14
Figure 3.1 Triangle of Constraints 17
4 Addressing Resistance 18
PART 2 PLANNING THE PLAN
5 Managing the Process 27
Worksheet 5.1 Decision Log 31
Worksheet 5.2 Actions Required (AR) Log 33
6 Building the Planning Team 38
Worksheet 6.1 Process-Responsibility Matrix 44
7 Leadership Roles and Responsibilities 46
8 Working with Consultants and Volunteers 51
PART 3 DEVELOPING YOUR TECHNOLOGY PLAN
9 Front Matter 59
Example 9.1 Cupertino Community Services: Front Matter 61
10 Background Information 62
Example 10.1 Services for Brain Injury: Background Information 64
Example 10.2 San Jose Repertory Theatre: Background Information 65
Example 10.3 Diabetes Society of Santa Clara Valley: Background Information 66
11 Business Analysis 67
Worksheet 11.1 Budget Reminder 70
Worksheet 11.2 Timeline Reminder 71
Example 11.1 Cupertino Community Services: Business Analysis 83
Example 11.2 Diabetes Society of Santa Clara Valley: Business Analysis 84
Example 11.3 San Jose Repertory Theatre: Business Analysis 85
Example 11.4 Girl Scouts of Santa Clara County: Business Analysis 87
Example 11.5 Diabetes Society of Santa Clara Valley: Business Analysis 88
12 Network Services 90
Example 12.1 Parents Helping Parents, Inc.: Network Services 100
Example 12.2 Child Care Coordinating Council of San Mateo County, Inc.: Network Services 103
Example 12.3 Hope Rehabilitation Services: Network Services 104
Example 12.4 Girl Scouts of Santa Clara County: Network Services 105
Example 12.5 Services for Brain Injury: Network Services 106
Example 12.6 Girl Scouts of Santa Clara County: Network Services 106
13 Equipment Narrative and Table 107
Example 13.1 Youth Science Institute: Equipment Table 113
Example 13.2 San Jose Repertory Theatre: Equipment Table 114
Example 13.3 Junior Achievement of the Bay Area, Inc.: Equipment Narrative 116
Example 13.4 Clara Mateo Alliance, Inc.: Equipment Narrative 116
Worksheet 13.1 Hardware Inventory: Computers 117
Worksheet 13.2 Hardware Inventory: Peripherals 118
Worksheet 13.3 Hardware Inventory: Servers 119
14 Software Narrative and Table 120
Example 14.1 Youth Science Institute: Software Table 128
Example 14.2 Cupertino Community Services: Software Table 129
Example 14.3 Cupertino Community Services: Software Narrative 130
Example 14.4 Junior Achievement of the Bay Area, Inc.: Software Narrative 131
Example 14.5 Cupertino Community Services: Software Narrative 131
Worksheet 14.1 Software Inventory 132
15 Network: LAN/WAN Narrative, Inventories, and Diagrams 133
Example 15.1 Presentation Center: LAN/WAN Narrative and Inventory 142
Example 15.2 Hope Rehabilitation Services: LAN/WAN Narrative and Diagram 143
Example 15.3 Hope Rehabilitation Services: LAN/WAN Diagram 145
Example 15.4 Child Care Coordinating Council of San Mateo County, Inc.: LAN/WAN Diagram 146
Example 15.5 Unnamed Nonprofit: Site Plan Diagram 147
Example 15.6 EMQ Children and Family Services: Site Plan Diagram 148
Worksheet 15.1 LAN/WAN Equipment Inventory 149
16 Other Technologies 150
Example 16.1 Parents Helping Parents, Inc.: Other Technologies 154
Example 16.2 American Red Cross, Santa Clara Valley Chapter: Other Technologies 154
Example 16.3 Cupertino Community Services: Other Technologies 155
Worksheet 16.1 Other Technologies Inventory 156
17 Facilities Plan 157
Example 17.1 Hope Rehabilitation Services: Facilities Plan 160
Example 17.2 Clara Mateo Alliance, Inc.: Facilities Plan 161
18 Security Plan 162
Example 18.1 Junior Achievement of the Bay Area, Inc.: Security Plan 167
Example 18.2 Parents Helping Parents, Inc.: Security Plan 168
19 Technology Support Plan 169
Example 19.1 San Jose Repertory Theatre: Technology Support Plan 174
Example 19.2 Cupertino Community Services: Technology Support Plan 176
Example 19.3 San Jose Repertory Theatre: Technology Support Plan 177
20 Training Plan 178
Example 20.1 Presentation Center: Training Plan 182
Worksheet 20.1 Training Plan Matrix 185
21 Evaluation and Continuous Improvement Strategy 186
Example 21.1 Mission Hospice, Inc.: Evaluation and Continuous Improvement Strategy 189
Example 21.2 Services for Brain Injury: Evaluation and Continuous Improvement Strategy 190
22 Acceptable Use Policy 191
Example 22.1 Junior Achievement of the Bay Area, Inc.: Acceptable Use Policy 193
Example 22.2 San Jose Repertory Theatre: Acceptable Use Policy 194
23 Budget 197
Example 23.1 San Jose Repertory Theatre: Budget 201
Example 23.2 Presentation Center: Budget 204
Worksheet 23.1 Technology Budget 205
24 Implementation Timeline 210
Example 24.1 Services for Brain Injury: Implementation Timeline 213
Example 24.2 Child Care Coordinating Council of San Mateo County, Inc.: Implementation Timeline 215
Example 24.3 Hope Rehabilitation Services: Implementation Timeline 216
25 Appendixes 217
Example 25.1 Girl Scouts of Santa Clara County: Appendix 219
Example 25.2 Parents Helping Parents, Inc.: Appendix 221
26 Preparing the Document 222
PART 4 WHATâS NEXT?
27 Managing Organizational Change 227
28 Funding and In-Kind Donations 232
29 Revisiting the Technology Plan 237
PART 5 RESOURCES
A Comprehensive Technology Plan Outline 243
B Flowchart Symbols 259
C Technology Plan Checklist 261
D Glossary of Terms 263
E Where to Go for More Information 281
Index 283
