As a follow up to the May webinar on IT Planning & Budgeting, we organized a joint webinar with Nonprofit Roundtable to share case studies and best practices. While everyone agrees that technology is an essential resource, organizations often underestimate technology costs and overlook critical conversations with their IT team/partners. In this webinar Johan Hammerstrom, COO at Community IT Innovators, talked about the essential elements of an annual IT budget, IT considerations in a project budget, and key personnel in building the budget and managing it. We also had a guest speaker, Norwin Herrera, IS Manager at La Clinica del Pueblo who shared his organization’s experience around IT Planning & Budgeting.

1. Community IT Innovators Webinar Series
IT Planning & Budgeting
Johan Hammerstrom
Chief Operating Officer
Community IT Innovators
Norwin Herrera
La Clinica del Pueblo
October 24, 2013

2. Webinar Tips
• Ask questions
Post questions via chat
• Interact
Respond to polls during webinar
• Focus
Avoid multitasking. You may just miss the best part of
the presentation
• Webinar Powerpoint & Recording
Powerpoint and recording links will be shared after the
webinar

3. About Community IT
Community IT Innovators partners with nonprofits to help them solve
their strategic & day-to-day IT challenges.
Strategic
Proactive approach so you can make IT decisions that support your
mission and grow with you
Collaborative
Team of over 40 staff who empower you to make informed IT choices
Invested
We are committed to supporting your mission, and take care of your IT
network as if it were our own
Nonprofit focus
Worked with over 900 nonprofits since 1993

4. About Nonprofit Roundtable
The Nonprofit Roundtable is an alliance of over 300 nonprofits and
community partners building the strength, visibility, and influence of
the nonprofit sector to improve the quality of life for all in the
Greater Washington region.
o Strength - Empowering leaders
o Visibility - Increasing outreach
o Influence - Developing partnerships
One of the ways they strengthen the nonprofit sector is by hosting a
Technology for Nonprofits Discussion Group. Contact Malcolm
Furgol mfurgol@nonprofitroundtable.org if your organization is
interested in joining.

5. Presenters
Johan Hammerstrom
Chief Operating Officer
Community IT Innovators
Norwin Herrera
La Clinica del Pueblo

6. Poll
How many staff are in your organization?
- 1-20
- 20-50
- 50-100
- More than 100

7. Planning Framework
4. Info Systems
3. Backup
2. Physical Devices
1. Network Connectivity
IT Governance

8. Governance
all photos from Wikimedia commons

9. Poll
Who manages IT at your organization?
- Chief Information Officer
- IT Director
- IT Support Staff
- Other
- No one

10. Governance Essentials
1) Leadership
2) Organizational
Structures
3) Processes

11. 1) Leadership
• Engaged
• Committed
• Not expert, but interested
• Provide oversight

12. 2) Organizational Structures
IT Director/CIO
• Move beyond Control to Collaboration
“Easy to Work with”
• Translate IT Goals into Business Goals
“Interested in Program”
• Must be empowered by executives

13. 3) Processes
• Accountability
• Regular reporting and check-ins
• Involve in planning process
• Require approval

14. Assessment

15. Poll
Has your organization done an IT assessment
recently?
- Yes
- No

16. Enterprise Architecture
-
Simple way of mapping business processes to applications and systems
-
A lot of applications may be in the cloud or linked to other applications
Business Process
Business Process
Business Process
Email
File Sharing
CRM
Application
Exchange
Windows
Salesforce
Platform
OrgSrv01
OrgSrv02
Salesforce
Hardware
VirtualHost1
VirtualHost2
N/A

17. 1. Connectivity
a. Internet
b. Local Area
Network
Stable
Attention
Critical

18. 2. Devices
a. Front Office
b. Back Office
Stable
Attention
Critical

19. 3. Backups
a. Disaster
Recovery
b. Retention
Stable
Attention
Critical

20. 4. Info Systems
a. Email
b. Files
c. Other
Stable
Attention
Critical

21. Action Plan

22. 1. Establish Reporting
Structure
2. Improve Connectivity
3. Upgrade Email
4. Hardware Refresh

23. La Clinica del Pueblo’s experience
Norwin Herrera
nherrera@lcdp.org
www.lcdp.org

24.  Budget:
an estimate of income
and expenditure for a set period
of time
 Planning:
process of thinking
about organizing activities
required to achieve a desired
goal

25. Network
Audit (Hardware
and Software)
Execute your
budget
assigned
Consider how
much is
allowed
Request that
IT must be
involved in
the process
of creating
budget in the
organization
Create a
prioritized
wish list (“all your
dreams”)
Always add
a little more
Remember
that IT is
always
thinking for
the entire
organization
not for a
select group
of people
Do not forget
to proceed
based on
experience

26. 2012 Proposed Budget:
2012 Executed Budget:
Instead or
recycling them,
we format the pc
and create an
“staff give away
program”
We found an
option with
Govconnection to
image the
computers for a
lower price.

27. Questions?

28. Upcoming Webinar
November 14
Nonprofit IT Trends: Look Back at 2013
Presenters
Johan Hammerstrom, COO
Matthew Eshleman, CTO

29. Next Steps
•
Connect with us
•
Provide feedback
Short survey after you exit the webinar. Be sure to
include any questions that were not answered.
•
Missed anything?
Link to slides & recording will be emailed to you.

30. Schedule Free Consultation
We can help your organization figure out how
to get started with IT Planning & Budgeting.
Email rkothari@communityit.com to schedule
a free 30 minute phone consultation.