www.summitcollaborative.comwww.summitcollaborative.com

Terms you DO NOT need to Terms you DO NOT need to know!know!

ClickthroughClickthrough USB HubUSB Hub DisintermediationDisintermediation XMLXML Online InfomediaryOnline Infomediary Application Service ProviderApplication Service Provider InteroperabilityInteroperability Off line brandingOff line branding

Hardware

Software

People

1. The Real Focus1. The Real Focus

Software

People

Hardware

Assess

Plan Implement

Evaluate

2. Action Learning!2. Action Learning!

Capacity

Strategy

3. Balance3. Balance

Technology

4. Planning scope is based on 4. Planning scope is based on clear, attainable ICT clear, attainable ICT initiativesinitiatives

Integrating your databasesIntegrating your databases Implementing an Internet presence campaignImplementing an Internet presence campaign Conducting a staff training program on one or Conducting a staff training program on one or

several pieces of softwareseveral pieces of software Getting all staff e-mail accounts and Internet accessGetting all staff e-mail accounts and Internet access Launching an Extranet for groups you work withLaunching an Extranet for groups you work with Upgrading your hardwareUpgrading your hardware Creating a wide area network (WAN) for several of Creating a wide area network (WAN) for several of

your facilitiesyour facilities Developing a clear content strategy for your web Developing a clear content strategy for your web

sitesite

5. TVO5. TVO

6. TCO 6. TCO (80-20 Rule)(80-20 Rule)

7. A simple process7. A simple processA.A. The right people at the tableThe right people at the table

B.B. BrainstormingBrainstorming

C.C. Cluster and prioritizeCluster and prioritize

D.D. Develop and vet O & O (TVO)Develop and vet O & O (TVO)

E.E. Choose initiatives &/or experiments to Choose initiatives &/or experiments to pursuepursue

F.F. Set focus and conduct assessmentSet focus and conduct assessment

G.G. Develop an action planDevelop an action plan Objectives, outcomes and IndicatorsObjectives, outcomes and Indicators Steps and timing, Roles and responsibilities, TCOSteps and timing, Roles and responsibilities, TCO

Results of A, B & C: Results of A, B & C: What are we really talking What are we really talking about?about?

We need a better email management system +We need a better email management system +

I wish we all had contacts in the same place +I wish we all had contacts in the same place +

I’d like to see us launch a new E-newsletter =I’d like to see us launch a new E-newsletter =

Improved constituent Improved constituent electronic communicationselectronic communications

Objective Objective ‐ Provide staff ‐ Provide staff and trustees with an and trustees with an efficient way to have efficient way to have exchanges before exchanges before meetings that other meetings that other trustees and staff can trustees and staff can see. thereby possibly see. thereby possibly enriching trustee‐trustee, enriching trustee‐trustee, staff‐staff and staff‐staff‐staff and staff‐trustee dialogue.trustee dialogue.

Trustees - Outcomes Trustees - Outcomes

Better able to understand the Better able to understand the thoughts of & points of view of thoughts of & points of view of other trustees & staffother trustees & staff

More efficient in decision‐makingMore efficient in decision‐making Feel better connected to other Feel better connected to other

trustees and stafftrustees and staff

Objective Objective – Individual – Individual staff and the foundation staff and the foundation as a whole will be better as a whole will be better able to efficiently assess able to efficiently assess and utilize the assets and utilize the assets that consultants do or that consultants do or can offer foundation.can offer foundation.

Staff - Outcomes Staff - Outcomes Staff can better organize the Staff can better organize the

information about consultants.information about consultants. Staff has info to make timely and Staff has info to make timely and

strategic decisions about which strategic decisions about which consultants to utilize.consultants to utilize.

Staff has info to leverage Staff has info to leverage relationships with & knowledge relationships with & knowledge that consultants havethat consultants have

Choose initiatives Choose initiatives &/or experiments to &/or experiments to pursuepursue

Set focus and Set focus and conduct assessmentconduct assessment