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Successful Nonprofit Technology Change ManagementA Simple Framework
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FocusAvoid multitasking. You may just miss the best part of the presentation!
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InvestedWork exclusively with nonprofit organizations; have served over 1,000.
StrategicHelp our clients make IT and IS decisions that support mission.
CollaborativeEmpower you to make informed choices.
Peter MirusPartner, Build
Our three item agenda
1. Why technology projects fail
2. A simple approach to improve your
chances
3. Walk through a case example
Build Consulting’s role in the transforming the nonprofit sector
Build Teams
Build Projects
Build CIO
More than 50% of technology projects fail.
The Problem
We make technology changes without properly considering the impacts on the people affected.
Those impacts disrupt the results we want.
The ProblemExample 1
“Our fundraisers insisted on moving to a new cloud-based fundraising solutions. They are still unhappy and not using it. It turns out the old system was not used because:
• Leadership did not set clear expectations for its use.
• No fundraisers were involved in the implementation.”
“We implemented a new system to capture receipts for expenses and thought staff would be thrilled because it is so easy. It turns out most of our field staff never actually captured receipts before so this was added work and they are furious.
I wish we had known that earlier. “
The ProblemExample 2
A Solution: Change Management
What is Change Management?
”Change management is the discipline that guides how we prepare, equip and support individuals to successfully adopt change in order to drive organizational success and outcomes.”
- Prosci
Do I need it?If your technology change requires people to adjust their behavior in order to achieve your goals….you need change management.
Luckily, we have simplified it into three steps.
The Build Change Management Framework
DEFINE THECHANGE
IDENTIFY THE IMPACTS
PREPARE FOR IMPACTS
STARTING
POINT01 02 03
DEFINE THECHANGE
IDENTIFY THE IMPACTS
PREPARE FOR IMPACTS
01 02 03
• Write it down
and be
specific
• Share and
gain
agreement
DEFINE THECHANGE
IDENTIFY THE IMPACTS
PREPARE FOR IMPACTS
01 02 03
• Write it down
and be
specific
• Share and
gain
agreement
• Identify who is
impacted, in
what ways,
and how big
the impact is
DEFINE THECHANGE
IDENTIFY THE IMPACTS
PREPARE FOR IMPACTS
01 02 03
• Write it down
and be
specific
• Share and
gain
agreement
• Identify who is
impacted, in
what ways,
and how big
the impact is
• Activate
leadership
• Communicate
• Train and
support
DEFINE THECHANGE
IDENTIFY THE IMPACTS
PREPARE FOR IMPACTS
01 02 03
• Write it down
and be
specific
• Share and
gain
agreement
• Identify who is
impacted, in
what ways,
and how big
the impact is
• Activate
leadership
• Communicate
• Train and
support
The Build Change Management Framework
STARTING
POINT
Case Study
DEFINE THECHANGE
IDENTIFY THE IMPACTS
PREPARE FOR IMPACTS
01 02 03
Write it Down and Be SpecificMoving from manual spreadsheets to a single system for time and expenses, project budgets, invoicing and payments.
This will affect partners, employees, the bookkeeper and our clients.
Share and Gain AgreementThe partners voted 4-0 to authorize and fund this implementation.
Staff and subcontractors are clear on the change and why it is happening.
DEFINE THECHANGE
IDENTIFY THE IMPACTS
PREPARE FOR IMPACTS
01 02 03
Process Area Groups Impacted
Impact Description Impact Rating
Time and expense entry Employees New system and processes for entering time and expenses High
Time and expense approval Partners New time approval process and system High
Invoicing Bookkeeper New system for creating invoices High
Invoicing Clients Invoices will look different and will come from Harvest email Low
Process invoice payments Bookkeeper New system for processing payments Low
Recording of financial data in QuickBooks
BookkeeperAccountant
Invoice and payment financial data will flow into QuickBooks and may require review and correction.
High
DEFINE THECHANGE
IDENTIFY THE IMPACTS
PREPARE FOR IMPACTS
01 02 03
Process Area Groups impacted Impact Description Impact Rating
Invoicing Clients Invoices will look different and will come from Harvest email Low
Recording of financial data in QuickBooks BookkeeperAccountant
Invoice and payment financial data will flow into QuickBooks and may require review and correction.
High
Time and expenseapproval
Partners New time approval process and system High
Time and expense entry Employees New system and processes for entering time and expenses High
DEFINE THECHANGE
IDENTIFY THE IMPACTS
PREPARE FOR IMPACTS
01 02 03
DEFINE THECHANGE
IDENTIFY THE IMPACTS
PREPARE FOR IMPACTS
01 02 03
The evaluation leads to a plan for change
You can now develop the plan to make your change successful for each impacted stakeholder and the entire organization:
• Stakeholder Involvement Plan
• List of job, process and policy changes
• Leadership activation plan
• Communication plan
• Training and support plan
We want 100% of your projects to succeed
Questions
