The Soapbox and Toolbox for New York State's Nonprofits

Thursday, September 13, 2018 12:00 pm

Tactical Technology Planning for Nonprofits [Webinar Series]


Tactical Technology Planning for Nonprofits

Five 60-minute webinars, Thursdays between September 13 and October 11.


Regular Price/Discount: $215/$170 (Email Julie at for the special NYCON Member Discount Code)



Does your technology need major upgrades? Where do you start and how do you get the job done on time and on budget? This course will help you spot your organization’s critical technology needs and develop a practical plan for improving your technology infrastructure––even if you don’t have a tech background.


Over five weeks you’ll prepare for class by viewing eLearning modules that cover common nonprofit technology needs and complete worksheets designed to help you make key decisions. Then, once a week, our Expert Trainer will work with you to present additional information, answer your questions, and build on your knowledge. You’ll also have opportunities to share your experiences and learn from peers who are facing the same challenges.


If you do the homework each week, you will graduate with a written, prioritized technology plan that you share with your colleagues, board, and funders.


Throughout this course, you will:


  • Learn about the tactical planning process and pick up tips for getting started at your organization.
  • Review nonprofit infrastructure needs including office hardware, data backup, software, and staff IT support.
  • Consider data management technology and best practices.
  • Think through the mix of communications at your organization and how to get real value from your communications work.
  • Gain insights and feedback from an expert trainer who can address your organization’s unique needs.
  • Share ideas and experiences and learn from your peers.
  • Prioritize your technology needs and develop a long-term plan for implementing them.

Toolkit Schedule

All class sessions take place Thursdays at 1 pm Eastern and last for 60 minutes.


September 13: Getting Started
In this first session, we'll discuss tactical versus strategic planning and help you lay the groundwork to begin planning for technology improvement.


September 20: Understanding Your Tech Infrastructure
We’ll first lay a foundation of knowledge about the basic building blocks of office technology and how to manage them. Then, during the live session, we’ll help you evaluate your current technology and what action you’ll need to take to get it into shape. This session will cover hardware, security, backup, networking, software, maintenance, and how to support your colleagues.


September 27: Database Systems
Your organization interacts with a lot of different people—volunteers, activists, donors, clients, and more. To kick off this session, you’ll watch videos that help you consider your options for managing your data. In particular, we'll outline what a CRM system can do for you and review specific software including donor management systems and broadcast email tools. Then, in the live session, we’ll discuss what to look for when selecting a database system, review best practices for software selection, and share ideas about what features and configurations work best for particular kinds of organizations.


October 4: Online Communications
You’ll gain access to videos where we'll walk you through the "SMART" communications goals and help you gain a solid foundation for planning your website, broadcast emails, social media, and how to weave them all together. Then we’ll get together and talk about how to prioritize your communications and share successful strategies that you can apply to your organization.


October 11: Completing Your Action Plan
This final session is dedicated to helping you complete your action plan so that you’re ready to put your new knowledge to work right away. We’ll answer questions and offer tips for making sure that your plan is doable. We’ll also help you think through how to get your project funded and what you’ll need to do to successfully implement new technology.

Other Info

Participants will also be given weekly “homework” assignments.

Please register with the email address where you would like to receive the access code and dial-in information for the online seminar. All registered participants are granted access to the recordings of each session. Participants who cannot attend any of the sessions due to scheduling conflicts will still have access to the toolkit presentation decks and handouts.

About the Presenters

Joshua Peskay

Joshua is an expert trainer for Idealware and Vice President of RoundTable Technology, a technology service provider in New York and Maine. Joshua has been helping nonprofit organizations improve their use of technology since the early 1990's and has worked with more than 1,000 organizations. He specializes in helping organizations be strategic about their technology and make smart choices about services, support, and management.


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NYCON develops and promotes an effective and vibrant charitable nonprofit community throughout New York State.  We strengthen organizational capacity, act as an advocate and unifying voice, help to inform philanthropic giving, and conduct research and planning to demonstrate relevance and impact.