Many organizations think that by using cloud systems and automated backups, they are all set to recover from a disaster should one happen, but it takes much more than that to be prepared. In this workshop, we will explain why having a written and updated Disaster Recovery plan is important to your technology environment and define the elements that go into creating a successful plan. Then, we’ll walk participants through questions and assessments to help complete a disaster recovery form. Once forms are completed, Tech Impact will use that information to produce and send a personalized written Disaster Recovery Plan in a Word.doc format.
Takeaways:
- An understanding of important Disaster Recovery Plan elements
- Assistance in completing the Disaster Planning form
- A review by a Backup and Recovery Engineer who will evaluate the information collected and generate a personalized Disaster Recovery Plan for your organization’s use
Clear, concise policies governing the use of technology can help protect your nonprofit against the risks of scams, malicious software, and bad data handling practices. Do you have guidelines in place to ensure appropriate staff use of social media, constituent data, and/or donor information? How do you manage staff use of phones or computers that mix personal and work data?
If you don’t have written policies in place, your organization may face bigger risks than you think. In this workshop, we will explain how to identify the risks associated with current technology use, common policy types organizations should consider having, and important elements that should be included to ensure appropriate expectations are set. Then, we’ll walk participants through a policy builder form and once complete, you’ll leave with a personalized technology policy for your organization.
Takeaways:
- Understand which kinds of tech policies your org should have and know basic components every policy should include
- Assistance in completing a personalized Technology Policy needs assessment form
- A review by an IT Business Analyst who will evaluate the information collected and generate a personalized Tech Policy document*
*Organizations that require the inclusion of special considerations (i.e. HIPAA or other regulatory requirements) may need additional elements outside of this particular document
Building a dashboard is easy, but understanding what data to use and how to best present it is a challenge many organizations miss. Using the build of an Annual Report as an example, learn about best practices and how to get started visualizing data for your organization.
This workshop will focus on the steps organizations need to take before they begin the visualization build including drawing out your report, identifying key performance indicators (KPIs), and documenting where the data for each metric lives. Designed for leadership members, development staff, or any other team member looking for visualization tools, this workshop does not require technical expertise.
Takeaways:
- A template customized by you during the workshop that can be used to create an annual report or other program dashboard
- An understanding of various use cases and their different needs including program impact, fundraising, board reports, and annual reports
- A review of best practices when creating visualizations for your organization, both internally and externally
- A listing of tools that can be used to create and maintain these reports
Your organization has been collecting data and reporting on metrics, but now you are ready for another important step – how do you start using this data to make informed decisions related to operations, programs, and services? In this workshop, we’ll cover how you can use existing data to make decisions rather than what you guess or hope is the right decision. We’ll walk through exercises looking at your data to identify areas of your organization where you have information that can be used to provide better directives.
Through examples and activities, organizations will leave with better understanding on what data they have or could be collecting, questions that can be answered with that data, and how to design processes by involving the right people.
Takeaways:
- A new lens on reporting within your organization
- A template created by you to be used to make decisions related to data you already have
- An understanding of ways nonprofits can begin the process of using data for better decision making in operational capacities