Schedule Regular Check-Ins to Align on Your Technology Strategy

The Importance of Regular Check-Ins
Technology evolves rapidly, and your nonprofit’s needs can change just as quickly. Scheduling regular check-ins with your support partner helps ensure your tools, strategies, and goals remain aligned.

What to Cover During Technology Check-Ins

1. Review Recent Performance

  • Are there recurring issues with your website, tools, or software?
  • Have recent updates improved functionality and efficiency?

2. Assess Future Needs

  • Are there new tools or technologies that could enhance your mission?
  • Does your current infrastructure support your growth goals?

3. Evaluate Training and Support

  • Are team members comfortable using the tools provided?
  • Are there upcoming changes that require additional training?

How to Make Check-Ins Productive

  • Set a recurring schedule (e.g., quarterly or semi-annually).
  • Prepare a list of questions or concerns in advance.
  • Collaborate on a roadmap to address long-term goals and immediate needs.

Regular check-ins ensure that your technology strategy remains proactive, not reactive, and supports your nonprofit’s mission effectively.