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Optimisation - Tech
🟢 Well-developed diversified technology platforms & tools are used to both elicit and solicit audience/prospects & develop reports, analytics etc, manage all donations & donors
Highly developed: Advanced technology use in fundraising operations.
Reflection:
- No response required.
- Others -
Action:
- Have highly developed and future proof technology infrastructure and no actions are required.
- Others -
Notes for Development:
- Advanced technology use in fundraising operations.
- All fundraising functional needs are covered by various types of tech tools.
- Strong cultural and conceptual awareness on the use of technology for greater and deeper social impact exist in the organisation
🟡 Some technology platforms (like a grant management tool- e.g. Salesforce, Fluxx etc.) are operational to manage grants and run basic financial and program implementation reports only
Developing: High need areas are covered only.
Reflection:
- Are we aware of some of the most urgent needs in this area; what can and must be met?
- What has impede tech growth-state of our mind or resources?
- Others -
Action:
- Conduct a comprehensive technology infrastructure assessment and create budget for new needs.
- Cultural alignment has to be stronger for technology related adaptation.
- Others -
Notes for Development:
- High need areas are covered only.
- Conduct tech needs assessment for further developing systems and improving processes.
- Consider reviewing existing tech systems and identify if it is apt for future fundraising operations.
🟠 Technology platforms are used for both donor and financial management but the platforms require more development and automation
Under developed: Limited technology use for a few back office activities only.
Reflection:
- Create an internal team to solve the problem; define scope clearly.
- Consult a specialist to quickly assess current state and develop a development plan.
- Others -
Action:
- Conduct a comprehensive technology infrastructure assessment and create budget for new needs.
- Cultural alignment has to be made stronger for technology related adaptation.
- Others -
Notes for Development:
- Limited technology use for a few back office activities only.
- Conduct tech needs assessment for further developing systems and improving processes.
- Consider reviewing existing tech systems and identify if it is apt for future fundraising operations.
🔴 Most fundraising functions are managed in basic MS Word applications like- MS Excel, PowerPoint etc. and no specific fundraising management software is in use
Poorly developed: Technology is yet to be introduced as an optimiser in fundraising function and the team operates with basic tools.
Reflection:
- What has impede tech growth- state of our mind or resources?
- Check-listing of existing tech infra. as against need- for various functions (HR, Finance, FR etc.).
- Consult a specialist to quickly assess current state and develop a development plan
- Others -
Action:
- Consult internal functions and determine new technology need.
- Based on identified need, scout for open tools that come at a very low or no cost.
- Others -
Notes for Development:
- Technology is yet to be introduced as an optimiser in fundraising function and the team operates with basic tools.
- Identify high needs asap and plan for tech system development.
- Technology system development is highly necessary. However, if you do not have a fundraising portfolio at all (meaning you do not have more than 1 or 2 funders), it might make sense for you to go slow on tech development and develop a fair portfolio first.