I've thought about this a bit and here are my thoughts to strategic planning for technology:
- Tech survey - what are the trends? What are others doing?
- Prioritize based upon need - what need does the technology address? Is it a solution? A stopgap? Is the need immediate or critical? We "park" good items that we don't have time/immediate need (see the whiteboard example above).
- What resources are needed? How long will it take? How much will cost (staff time is money, too!) Are there opportunities for collaboration?What is the projected ROI?
- Maximize existing technology - look for tools to help manage and streamline work - especially work that has a lower ROI - for example if your Facebook page is not a big part of the web presence consider using some crossposting tools vs. spending time doing it manually; another tool maybe moving to a CMS for the website. You might also look to a ticketing system or virtual office hours to help address needs.
- Analyze - what is working? what is not? For the things which are not working do they meet a need ? If so, how and to what extent? There are some technologies that are very hard to abandon because they have such a loyal following. For those, you may want to capitalize on that to exploit potential. If you abandon technologies, what is impact? Can you scale back some technologies with minimal impact?
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