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Subject:
From:
Kelly Pierce <[log in to unmask]>
Reply To:
Kelly Pierce <[log in to unmask]>
Date:
Tue, 13 Jul 1999 19:29:44 -0500
Content-Type:
TEXT/PLAIN
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TEXT/PLAIN (1145 lines)
Below is a initial report on fusing technology into the work of
non-profit organizations.  Follow the url to provide feedback or to
participate in the project further.

kelly





URL: http://www.nsnt.org/prelimreport.html

                    A BLUEPRINT FOR INFUSING TECHNOLOGY
                         INTO THE NONPROFIT SECTOR

                       A Preliminary Report from the
                 National Strategy for Nonprofit Technology

                                 April 1999
     _________________________________________________________________

                 National Strategy for Nonprofit Technology
                             Planning Partners
   Daniel Ben-Horin CompuMentor (San Francisco, CA)
   China Brotsky The Tides Center (San Francisco, CA)
   Richard Civille Center for Civic Networking (Washington, DC)
   Gavin Clabaugh C. S. Mott Foundation (Flint, MI)
   Todd Cohen Philanthropy News Network (Raleigh, NC)
   Matt Edes-Pierotti Rockefeller Brothers Fund (New York, NY)
   Joan Fanning NPower (Seattle, WA)
   Andrew Goldfarb Independent Consultant (San Francisco, CA)
   Tim Greyhavens Wilburforce Foundation (Seattle, WA)
   Paul Hagen Forrester Research (Boston, MA)
   MaryAnn Holohean Eugene and Agnes E. Meyer Foundation (Washington, DC)
   Barbara Kibbe David and Lucile Packard Foundation (Menlo Park, CA)
   Barbara Link GuideStar (Washington, DC)
   Marshall Mayer Technology Project (Helena, MT)
   Jane Meseck Yeager Microsoft (Redmond, WA)
   Peter Miller Community Technology Centers Network (Boston, MA)
   Sean O'Brien W. Alton Jones Foundation (Charlottesville, VA)
   Janel Radtke Radiant Communications (New York, NY))
   Deborah Strauss Information Technology Resource Center (Chicago, IL)
   Rob Stuart Rockefeller Technology Project (New York; Philadelphia, PA)
   Chris Sullivan Minnesota Association of Non-Profits (Minneapolis, MN)
   Dale Wiehoff Institute for Agriculture and Trade Policy (Minneapolis,
   MN)
   Richard Zorza Fund for the City of New York (New York, NY)
   Fred Silverman Planning Consultant (San Francisco, CA)

   (Institutional names are for identification purposes only.)



   Support for the planning phase of the NSNT was generously provided by
   Microsoft Corporation, the Surdna Foundation, the W. Alton Jones
   Foundation, the David and Lucile Packard Foundation, Rockefeller
   Family Fund, and the Eugene and Agnes E. Meyer Foundation.
     _________________________________________________________________

               I. A Vision of a Transformed Nonprofit Sector


   The National Strategy for Nonprofit Technology (NSNT) is a growing
   leadership network of funders, technology assistance providers, and
   nonprofit staff members working together to analyze the technology
   needs of the nonprofit sector and to develop a blueprint for how it
   can use technology more effectively and thoroughly. After an intensive
   year of research and consultation, the Planning Partners of the NSNT
   are convinced of the urgent need for a breakthrough strategy to enable
   nonprofits of the nation to use technology to enhance their vision,
   their effectiveness, and their mission. This report describes what we
   have learned and offers a concrete principles-driven strategy to reach
   these goals.

   As this report is titled, this is a preliminary report from the NSNT.
   It outlines the key concepts and guidelines for what needs to happen
   in order for nonprofits to access and use technology more effectively.
   The Planning Partners arrived at these conclusions based on their own
   experience working on these issues from various perspectives, research
   done in local communities on technology use and support within
   nonprofits, and lengthy deliberations by the Planning Partners and
   others who currently make up the NSNT network.

   The final report will contain background information on each of the
   key sections contained in this version, including the results of
   interviews with nonprofit technology assistance providers, information
   on the organizations we want to enlist in implementing this plan, and
   case studies of successful nonprofit uses of technology.

   What We've Learned

   Our research - along with research undertaken by others - has shown
   that most nonprofits are hesitant to use technology and are
   ill-informed about the impact it could have on their work, that
   funders are reluctant to invest in efforts that seem unrelated to
   program delivery, and that the technology assistance providers are
   ill-equipped to provide the kind of support necessary to transform the
   nonprofit sector's use of technology. Also, research indicates that
   there are disparities in nonprofits' access to and use of technology -
   namely, that many nonprofits in low-income communities and in
   communities of color are underserved with respect to technology
   acquisition and use. Overall, the fundamental problems causing this
   situation are lack of knowledge, fragmentation, turf protection,
   inadequate investment, and lack of skills.

   The year has also identified important opportunities to improve
   efficiency and fundamentally restructure how nonprofits, both
   individually and collectively, do their work. Without this
   restructuring, nonprofits run the risk of becoming marginalized. With
   such restructuring, nonprofits can be positioned to continue to bring
   to the whole economy - electronic and non-electronic - the values of
   cooperation and caring so often neglected today.

   While our original commitment was to analyze and map needs and
   opportunities, this process has taught us that effecting a solution
   requires a fundamental breakthrough that represents a collective
   change in behavior for the entire sector. We believe that it is not a
   matter of more money, a new organization, or yet another report.

   We need a "big bang" to change fundamental assumptions about how the
   sector moves forward - a new way of thinking and of working together
   that shatters old assumptions and creates a new sense of possibility.
   This "big bang" must work to provide a radical increase in resources
   and effectiveness for each of the triad of partnership groups involved
   in this effort - funders, nonprofits, and technology assistance
   providers.

   Using the Tools of Change

   What would a transformed sector look like? Imagine this: Every staff
   member at every nonprofit organization and foundation uses computers
   and the Internet as easily as pen and paper, the telephone, or a fax
   machine. More importantly, they understand technology's potential -
   having participated in making technology an integral part of their
   agency's organizational plan - and are excited to test its limits to
   advance their group's mission. Everyone knows how to use e-mail and to
   do research on the Internet; access client databases; and get reports
   from the organization's contact database about donor history, advocacy
   actions, information sent and received, and individuals' particular
   interests in a program or position on an issue. Staff coordinate
   strategic planning and day-to-day activities through an on-line
   calendar while participating in videoconferences with colleagues
   around the state from their desk. All systems - phone, fax, computer,
   copying machines - are streamlined and work together for maximum
   efficiency. When a problem arises, help is on call.

   Often, a team gets together to brainstorm what's needed and what's
   possible, given challenges the organization is facing. The expertise
   needed to interpret the problem and implement a solution using
   appropriate and cost-effective technology is affordable and available.
   At the same time, this participatory problem-solving generates ideas
   for technology experts to invent software and systems to address that
   need while making the solution available to the rest of the sector at
   a fair rate of exchange. By making the technology solution affordable
   for everyone - and easy to adapt to others' specific needs - the
   sector's capacity to educate, advocate, and serve grows exponentially.

   Everyone who provides technology assistance to the sector not only
   shares what it is they do or build, but also expands upon and
   re-engineers each other's ideas and products. Diverse approaches to
   providing assistance are integrated so that each delivery method -
   whether a circuit rider, a technology center, volunteer problem
   solver, or corporate mentor - builds off the efforts and successes of
   each other. Synergy catalyzes innovation while commitment to the
   sector makes anything possible.


   Principles That Make It Work

   We believe that this vision will come about only when a national
   network of funders, providers, and nonprofits work within a framework
   under which they commit to four specific principles that encourage
   people to think and operate in new ways. These four principles are: 1)
   Open Systems, 2) Fair Exchange, 3) Technology Transparency, and 4)
   Fair Compensation. These are the building blocks for creating a new
   way of doing business, without which the sector is in danger of taking
   small, tentative steps that result in only incremental change.

   1) The principle of Open Systems means that projects - not just
   software - are designed from the first instant so that they can be
   shared and cloned as easily as possible, and that, as with the
   Internet, the clones themselves can be cloned ad infinitum. It is a
   system that encourages the development of new tools and ways to share
   them, with the underlying assumption that no one entity owns them.

   2) The principle of Fair Exchange - of resources, ideas, and
   intellectual assets - refers to the creation of an environment in
   which people and organizations that have these assets will be
   motivated to share them and receive appropriate compensation,
   including barter and other value exchange systems.

   3) Nonprofits will make the most productive and innovative use of
   technology only when it becomes integrated into the way they think,
   work, and communicate - in other words, when it becomes transparent.
   This is the meaning of the principle of Technology Transparency. It
   also means that learning and open evaluation will be ongoing
   activities at nonprofits, in order to guarantee the high quality of
   work that makes leveraging and cloning worthwhile.

   4) Technological know-how will flourish in an environment in which
   people and organizations who have it are compensated fairly and
   integrated into the life of the nonprofit organizations they serve.
   That is the meaning of the principle of Fair Compensation.

   We believe if all players commit to these principles - and to working
   with those who commit to the principles - nonprofits will find the
   vision to use technology well, funders will have the confidence to
   support such work, and technology assistance providers will be more
   effective.

   The network and these principles are already being tested, in the
   development of a national network of technology assistance groups,
   including NPower, a Seattle-based technology center for nonprofits;
   Technology Works, a new initiative in Washington, DC; and a network of
   over 40 circuit riders who travel around the country to assist
   nonprofits with technology.



   Opportunities To Get Involved

   The work of the NSNT and the network that is growing out of it are
   structured so that new players can join the network at any time.
   People interested in learning more about the NSNT or with a
   willingness to commit to the principles can start by going to the NSNT
   web site (http://www.nsnt.org
   ).

   For the funding community
   , the network is an opportunity to obtain quality and leverage in
   their investments. By supporting groups that are members of the
   network - and that in turn receive support from providers that are
   network members - funders will have the assurance that the technology
   efforts they support will be effectively used, widely shared, and
   easily replicated.

   For nonprofits
   , the network provides a guarantee of quality in their technology,
   since they will have the opportunity to learn from other groups that
   are using technology to support and enhance their missions. By using
   providers committed to transparency and sharing, they will receive
   essential help while minimizing the risks they face. Nonprofits will
   also have access to the tools developed by the NSNT - including a
   means of measuring their technology capacity against a set of
   benchmarks. Moreover, involvement with the network will attract funder
   interest, since projects will be developed and implemented within a
   system that encourages ongoing evaluation, sharing, and support.

   For technology assistance providers,
   the network will expand their customer pool, ensure that their work
   reaches a far larger audience, provide connections to a larger
   movement, and build in opportunities for them to learn from each other
   and build on each other's work.

   Expansion Without Limits

   Since a key outcome is scalability of nonprofit technology efforts,
   this requires that the network be structured so that it can expand
   without limit. In its next phase, funders, providers, and nonprofits
   will start the process of joining and engaging the network at a web
   site - itself an unlimited and highly scaleable concept. They will
   commit on-line to the principles and to ongoing reporting of their
   work to the web site.

   Thus, when an organization seeks to find a network member for a
   partnership, or to review the work of a member for a potential
   partnership, they will be able to go to the web site, which will act
   as a match-making service. Fair exchange requires that information
   about the member be comprehensive and that the products of the work be
   viewable by all members. The site will include links to the partners
   with which that member has already collaborated so that a dialogue
   between organizations trying to solve the same problem can be
   established. This will in turn increase the knowledge of all as to
   what works and what doesn't.

   This web of links will create a system by which nonprofits can review
   the records of providers or connect to each other to share information
   and resources, and funders can review the records of providers and
   nonprofits. This fair exchange under an open system environment -
   critical to the effectiveness of the network - is significant, but the
   rewards in terms of access to resources and enhancement of faith in
   these resources will be great.

   In the long term, the network will create a number of additional
   projects aimed at strengthening the technological capacity of the
   nonprofit sector. These are discussed later in this report. Each will
   be guided by the principles, each will build on all the others, and
   together they will help to produce a "big bang" that will transform
   the sector by creating a sense of visionary potential, by attracting
   dramatically more resources, and by guaranteeing the quality necessary
   to fueling this transformation.


                           II. A Call for Change

   In the following section, the Planning Partners of the NSNT propose
   changes that need to occur within each of the primary constituencies -
   nonprofits, technology assistance providers, and funders - in order
   for the nonprofit sector to use technology more effectively. In
   Section III, a list of initiatives that begin to address these needs
   will be discussed.

   Nonprofit Groups: Embracing Tools for Change

   Already, today's information technologies are being used to enhance
   the work of nonprofit groups by streamlining back-office operations,
   improving existing programs, developing new programs and services, and
   communicating with its constituents. Technologies of different kinds
   are impacting fundraising, volunteer outreach, advocacy efforts, civic
   participation, and virtually every other kind of activity in which a
   nonprofit is engaged. For example:

     * A chapter of the American Red Cross created a database that
       enables them to contact the right people at the right time when
       disaster strikes - as well as reduce administrative costs from 24%
       to 9% of its budget.

     * A nonprofit organization uses a simple computerized database and
       conference calling to help clients find the services they need
       from among 3,500 agencies.

     * A low-cost electronic bulletin board enables a working-class
       neighborhood to organize a food co-op, publish a newsletter, and
       establish crime watches.

     * An outreach effort to its constituents enabled an environmental
       group to mobilize tens of thousands of people to offer public
       comments in favor of protecting wild places in just eight months.

   Most nonprofits, however, lack the ability to use technology
   effectively, both in their operations and in their service delivery.
   Numerous surveys of and interviews with nonprofits indicate that they
   are without adequate expertise or resources. Many don't yet know how
   powerful an impact technology can have in their work. They don't know
   how to plan for training and support, let alone the acquisition of
   hardware and software. Staff and volunteers don't know where to turn
   for guidance, and management does not have the information necessary
   to plan and budget for technology.

   Overall, those working with nonprofits suggest that an organization's
   internal culture regarding technology is the strongest indicator of
   its ability to use it successfully. The following six "technology
   cultures" have been identified:

     * total unawareness of technology: groups here do not know what is
       possible, have not been exposed to the simplest of tools and
       solutions, operate in entirely paper-based environments, and make
       extensive use of express mail and long-distance phone calls to
       communicate with their constituents.

     * technology as unnecessary: groups that operate in this culture
       view it as overhead, do not use e-mail even if they have access to
       it, are not networked, upgrade only as a last resort, and rely
       more on paper files than electronic databases.

     * technology as a necessary evil: groups here upgrade only to
       current levels, have a mix of current and outdated equipment, use
       both old and current software, and have only a few individuals who
       use e-mail.

     * technology as a necessary good: groups in this culture view
       technology as a necessary part of their work, use relatively
       current software, have and use e-mail, and have a web site - but
       which is static and underutilized.

     * technology as a strategic advantage: groups here use technology
       extensively in delivering services, raising funds, and for
       communications. Often, however, they lack a long-term plan for
       integrating technology into the work of the agency.

     * technology as central to the mission: in this culture, programs
       and services are built around state-of-the-art and/or emerging
       technologies. Groups have a long-term technology plan, ensure that
       all staff are regularly trained on new technologies, have ongoing
       relationships with both technology assistance providers and
       collegial organizations to ensure they are making the most of the
       tools available to them, and regularly share the tools they have
       created.





   What needs to change

   The NSNT - with input from nonprofits, technology assistance providers
   who work with nonprofits, and funders - has identified several key
   areas that nonprofits need to address in order for them to use
   technology effectively. Specifically, nonprofits need to:

     * understand the impact that technology can have on their work. They
       need to see what their colleagues are already doing using a wide
       range of technologies, including the Internet, electronic
       publishing, fax-on-demand, video conferencing, etc. Nonprofits
       need to understand how technology can help shape entirely new
       services and programs, which is very different from seeing
       technology as a way of enabling them to do "old" things in "new"
       ways.

   In particular, leaders of nonprofits - including boards of directors
       and executive directors - need to understand the value of
       technology in the organizations they run, since they make the
       ultimate decisions about resource allocation.
       Those groups already integrating technology solutions, on the
       other hand, need, when possible, to become active participants in
       efforts to evangelize the benefits of technology to the sector -
       and to the funder community - and to encourage new users to take
       critical first steps toward becoming savvy users.

     * treat technology as an integral part of their organization. In
       order to have a major impact on an institution, technology needs
       to be pervasive - used by everyone in back-office as well as
       programmatic activities, budgeted for appropriately (including
       training as well as hardware and software), and, most importantly,
       designed and implemented as part of a comprehensive organizational
       plan.

     * evaluate their own use of technology. Nonprofits need to evaluate
       their own uses of technology against a set of standards. They need
       to know what "best practices" are being used by their colleagues
       working in similar kinds of organizations. And they need tools to
       develop solid and realistic technology plans.

     * access appropriate and affordable help. No one - in any setting -
       can be expected to understand and implement technology-based
       solutions on their own, especially given how fast technology
       changes. Nonprofits need to know what assistance is available to
       them to incorporate technology into their work. They need to
       understand both how to find help and how to effectively make use
       of that help. They also need to know about the assistance that is
       available directly from software and hardware vendors, and about
       web-based resources.

     * understand and value the "human capacity" aspect of technology
       implementation. People make technology work; the "boxes" do
       nothing on their own. Nonprofits need to take into account the
       many human resource issues involved in successful technology
       implementation. Senior management and boards of directors need to
       understand the skills required within their organizations,
       appreciate the compensation and related aspects of hiring and
       retaining qualified technical staff, realize the importance of
       ongoing training and development of all staff with regard to
       technology use, and ensure that people with technology-related
       responsibilities be included in key organizational decisions.

     * value ongoing learning about the role of technology in their work.
       Technology changes all the time. Also, many nonprofits report that
       as staff becomes more comfortable using these tools, they
       invariably find other, new ways to use them. Therefore, every
       staff member should have the opportunity and incentive to remain
       informed about the potential role of technology in their work -
       beyond merely receiving training on new software programs. Time -
       and money - need to be budgeted to allow for this to happen on an
       ongoing basis.

     * share their work with others. As many in the nonprofit world
       already know, many groups are already using technology in powerful
       ways. Good models and materials have been developed, but too often
       these are not shared with groups that need to know about them.
       Technology itself makes it possible to avoid re-inventing the
       wheel when an agency is exploring, for example, how to use the
       Internet to galvanize its members around an issue. We need to
       create an environment in which groups have the incentive to share
       their technology-based efforts, including success stories, and
       mechanisms to do this that are widely available and easily
       accessible. Nonprofits are already under-resourced.

     * acquire appropriate software and hardware. Nothing can happen
       without appropriate hardware and software. Nonprofits need to
       acquire these products - including both new and used equipment -
       in ways that are efficient, cost-effective, and supported over
       time. Most importantly, nonprofits need to assess their needs so
       that what they acquire is appropriate to accomplish what they want
       to do.

   Technology Assistance Providers: Enabling Others To Be Successful

   Despite a large number and variety of technology assistance providers
   - including site-based centers, "circuit riders," and volunteer-based
   efforts - there still is not enough help available to nonprofits that
   need it. Providers are often not part of the larger technical
   assistance infrastructure for nonprofits, they often operate in
   isolation, and they don't benefit from the work of their colleagues.
   Also, their role in assisting nonprofits is often not built into
   technology-related initiatives supported by funders.

   What needs to change

   Specifically, providers need to:

     * be supported in receiving ongoing training in technology and
       nonprofit issues. Since providers are at the intersection between
       technology and nonprofit issues, they need to receive ongoing
       professional development in both fields in order to provide
       services to their clients. They also need to have opportunities
       for collegial interaction.

     * coalesce into a community where learning, resource-sharing, and
       problem-solving can occur. They need to operate in an environment
       where resources, materials, and best practices developed by one
       can be used by others. A related benefit of forming this kind of
       community is creation of a comprehensive list of providers,
       including those organized as independent nonprofit groups,
       programs of nonprofits providing broad technical assistance to
       other nonprofits, individual "circuit riders" supported by
       foundations, volunteers, consultants, and for-profit companies.

     * contribute to the identification of model programs, trends, and
       long-term issues facing their clients. There needs to be an
       ongoing mechanism by which technology assistance providers can
       identify best practices, trends, and anticipated needs concerning
       nonprofits' use of technology. Because of their own expertise and
       contact with their clients, they are a critical source of
       information that could greatly impact the sector's use of
       technology.

     * grow the industry. Current providers need to play a role in
       expanding the number and kinds of technology-related resources
       available to nonprofits. They should be open to opportunities to
       develop these resources where they are currently not available,
       and - in general - to providing leadership in stimulating greater
       resource development for other nonprofits, based on the principles
       delineated in this report.

   Funders: Putting Resources To Work

   The funding community - including private, family, and community
   foundations, as well as corporations - has increasingly been asked to
   support the technology-related efforts of their grantees. However,
   most foundations have been hesitant to fund these initiatives: they
   don't have the expertise to evaluate proposals, they view the
   provision of technology support as an example of general technical
   assistance (which many do not fund), they view computer hardware as a
   capital expense (which often falls outside funding guidelines), or
   they see technology as an operating expense (again, not covered by
   funders focusing on programs).

   However, more and more foundations, seeing that many nonprofits are
   using technology to develop or enhance their programmatic and
   operational activities, are beginning to fund these efforts. A few,
   including high-tech companies, have programs that focus on technology
   as a program area. And many corporations make contributions of
   hardware and software, encourage their employees to volunteer with
   nonprofit groups in order to share their technology-related skills,
   and sponsor nonprofit web sites.


   What needs to change

   Specifically, funders need to:

     * learn more about how technology can enhance the work of nonprofits
       - as well as their own organizations. They need to understand
       various ways in which technology has already spurred new programs
       and improved existing ones that their grantees have undertaken.
       They also need to use technology more effectively within their own
       organizations, since this experience can have a direct impact on
       their willingness to fund efforts proposed by current and
       potential grantees.

     * view technology support as an element of their grantmaking. Far
       too often, funders - including contributors of hardware and
       software - do not ensure that grant recipients have thought about
       or have the resources for training and support. They need to make
       greater efforts to involve technology assistance providers in
       technology-related grantmaking - as part of the evaluation of
       proposals and in supporting the implementation of specific
       projects (such as forming a partnership with a technology provider
       to assist grantees' efforts.)

     * think differently about how to fund technology-related
       initiatives. Funders should be open to alternative funding
       strategies that reflect how technology can make the greatest
       impact on nonprofits. For example, they should be open to
       supporting projects undertaken by individual agencies,
       collaborative efforts that provide inter-agency or community-wide
       connections, educational efforts aimed at helping nonprofits use
       technology, and the development of Internet-based tools to assist
       nonprofits in the use of technology.

     * become spokespersons for increased technology funding. Funders
       also need to become involved in the evangelism activities
       discussed above - i.e., they need to encourage their colleagues at
       foundations and corporations to consider technology applications
       and assistance as a critical component of helping nonprofits
       deliver effective and timely services.

              III. Steps Toward A Transformed Nonprofit Sector

   The NSNT recommends the following eight steps be taken in order to
   dramatically change how nonprofits use technology:

    1. The creation of a "nonprofit technology portal" on the World Wide
       Web.
    2. The development of tools to help nonprofits and technology
       assistance providers assess an organization's use of technology.
    3. The development of people trained and motivated to help meet
       nonprofits' needs.
    4. The development of technology assistance models that incorporate
       the NSNT's principles
    5. The development of alternative funding mechanisms that leverage
       the principles and initiatives of the NSNT.
    6. Creating new relationships between the nonprofit sector and
       high-technology companies.
    7. The development of nonprofit-specific technology solutions.
    8. Efforts to connect and reach out to others.

   Some of these have already been started by NSNT Planning Partners,
   others are proposed by the NSNT, and still others are already in place
   as parts of other initiatives.

   1. The creation of a "nonprofit technology portal" on the World Wide
   Web.

   A key element of the NSNT is the creation of a new portal - a kind of
       online co-op - to which all nonprofits could belong and where they
       could find the tools, skills, know-how, ideas, and partners they
       need to help them do their jobs better. This "nonprofit technology
       portal" will, essentially, be the means by which groups and
       individuals join and become involved with the NSNT network (or
       Nonprofit Technology Enterprise Network - N-TEN). By joining
       N-TEN, nonprofits could work together to integrate computers,
       telecommunications, the Internet, and entrepreneurial thinking
       into the way they work, communicate, and serve their communities.
       N-TEN would also serve as a way for existing sites that serve the
       nonprofit sector to coordinate their services - and even data - in
       ways that will enhance the functionality of each site. In other
       words, this marketplace would help facilitate wider connections
       and understanding of the content and services that each of these
       sites provides.
       This N-TEN is envisioned as the hub - the initial gathering place
       - for nonprofits wanting to use technology more effectively and
       for technical assistance provides who want to exchange experience
       and information. The portal would be built with a map-based
       interface so a user could scan nationwide, by a region, a city, or
       a neighborhood. A core set of data elements upon which services
       would be built would include zip code and three-digit IRS codes
       for charitable organizations. Upon this basic data structure and
       interface, a large number of services and applications could be
       built and scaled up nationwide or down to the block level.
       The portal would have both public (open) areas and private
       (membership) areas. Public areas would include information and
       advocacy spaces for a wide range of issues, links to relevant
       organization sites, spaces to reach out to and engage with clients
       and the broader community, and a range of public forums and chat
       rooms. Private or membership areas would include resource linkage
       and match-making services to connect nonprofits to each other and
       to registered technical assistance resources.
       The nonprofit portal would combine several key service themes,
       upon which other applications may be linked. The first two primary
       themes are Connecting Nonprofits to Resources, and the second is
       Connecting Learning to Assessment through an on-line set of
       benchmarking tools for organizational development and capacity
       building. Neither of these services is unique. It is in how these
       services are combined through a common interface and design
       philosophy that will make the difference.
       Connecting Nonprofit to Resources
       When Connecting Nonprofits to Resources, the portal would provide
       a way for technical assistance providers to register themselves
       and make their services available to a growing marketplace of
       nonprofits seeking assistance. This database-driven function would
       also enable providers to connect to each other, forging stronger
       and more productive ties and creating a more informed community of
       providers. Additionally, this would provide an ongoing forum for
       providers to discuss gaps in services for nonprofits and other
       challenges in meeting their needs; this would build on the surveys
       of and interviews with providers that have been undertaken by the
       NSNT over the past year.
       Connecting Learning to Assessment
       The second service theme, Connecting Learning to Assessment, is
       envisioned as a benchmarking tool and set of self-assessment
       services (see section that follows), linked to a database system
       that puts nonprofits in touch with service providers prepared to
       deal with a set of defined organizational circumstances. This
       service would be membership-based, requiring accounts and
       passwords both for the nonprofit and for the technical assistance
       provider. As part of the initial registration, a new organization
       would complete a self-assessment survey, which would provide
       baseline data on their information technology skills and capacity.
       Not only would such a system help to increase the frequency and
       quality of technical assistance matching, it would also provide
       valuable aggregate data to funders and researchers on the overall
       capacity of the nonprofit sector to work effectively with the new
       technologies.
       By using these various tools, an agency can also begin to discuss
       and describe its own "technology culture" (described earlier),
       since this culture can be an important indicator for the
       successful use of technology.
       The nonprofit portal can be built incrementally, using existing
       projects with organizations that have developed close
       relationships during the work of the National Strategy for
       Nonprofit Technology. These groups have identified a need to
       jointly develop such Internet-based systems designed for customer
       support, technical assistance matchmaking, or evaluation and
       assessment of grant projects. Rather than build such systems
       independently of each other, in so-called "sectoral stove-pipes,"
       it makes sense for joint development along open systems
       architectures to build common systems with common functionality,
       which can be customized for a particular use and broadly
       disseminated to other organizations.
       Like commercial web sites, the nonprofit portal would generate
       revenues from advertising, membership fees and charges for
       transactions conducted over the portal, such as the sale of tech
       services or products. The cooperative portal service also might
       create a kind of barter system that would allow users to exchange
       products, services and know-how - assigning values to those
       exchanges, with a portion of the value going to the portal
       service.
       2.
       The development of tools to help nonprofits and technology
       assistance providers assess an organization's use of technology.
       The following tools are already under development:

     * A benchmarking tool that identifies best-practice uses of
       technology in nonprofit agencies and provides resources to help
       nonprofits meet or surpass these best practices.

     * Standardized survey, assessment, evaluation, and data-analysis
       tools. All evaluation tools will be standardized and validated so
       that comparisons among technology assistance providers or
       nonprofit communities and similar nonprofit agencies can be made.

     * Technical assistance in using and interpreting the survey,
       assessment, and evaluation tools.

   The goal is to provide a web-based set of tools and resources that
       include the following:

     * Best-practice standards for technology use in nonprofit
       organizations. NSNT will identify and publish best-practice uses
       of technology in nonprofit organizations. The work done by the
       NSNT during the planning process (see http://www.sustain.org/nsnt)
       will serve as a starting point for identifying these best-practice
       benchmarks and be refined to reflect the difference among size,
       type, and locations (urban versus rural) of nonprofits.
     * Standardized nonprofit technology survey and assessment tools that
       track and measure how nonprofit organizations are doing relative
       to these best practice benchmarks. The survey and assessment tools
       will track and measure how nonprofit organizations incorporate and
       use technology in three areas: a) planning and budgeting; b)
       agency operations, both direct service and back-office, and; c)
       internal and external communications. Information gathered from
       these survey and assessment tools will be used to refine and
       inform the best-practice nonprofit technology use benchmarks and
       measure movement over time in the nonprofits meeting these
       standards.
     * Data analysis tools for nonprofit organizations to compare their
       use of technology to similarly situated organizations and/or
       nonprofit communities. A necessary component of measuring outcomes
       and benchmarking is comparing an individual organization's data or
       processes to other like organizations. Data that is isolated from
       a broader context or comparison group is of little use. The NSNT
       will create and provide an on-line data-analysis tool to allow
       local nonprofit organizations and technology assistance providers
       to compare and contrast the use of technology in their
       organizations or communities to others around the nation.

   3. The development of people trained and motivated to help meet
   nonprofits' needs.

   People at different levels and within different kinds of organizations
       need to be enlisted in efforts to ensure that nonprofits have the
       "people skills" required for successful technology implementation.
       After a careful analysis of individuals' needs - along with the
       institutions where they typically receive professional development
       - the NSNT proposes the following activities that can build on
       those already being undertaken:

     * The development of trained, motivated technology professionals to
       serve as staff at nonprofit organizations. This should include
       efforts to encourage schools of engineering to develop curricula,
       community outreach programs, internships, and career planning
       activities that expose students to potential careers in the
       nonprofit sector. All these efforts should include training in
       nonprofit issues - both management-related and programmatic - and
       how technology can impact them.

   Those technology professionals currently working in nonprofits should
       have opportunities to develop collegial networks, receive ongoing
       professional development (on technology as well as nonprofit
       sector issues), and be exposed to a variety of career paths within
       the sector.
       For college students, NetCorps is already building a program that
       engages them as technology interns in nonprofits. And for those
       currently working with nonprofits, efforts like the Rockefeller
       Technology Project's "Circuit Rider" roundups and listservs
       provide forums where expertise is shared and where problem-solving
       occurs.

     * The training of nonprofit staff to enable them to use technology
       successfully. Just as people with technology skills need a solid
       background in nonprofit management, so nonprofit staff members -
       at every level in the organization - need to understand how
       technology can impact the work of their organizations. Therefore,
       classes on technology integration should be developed by
       institutions that provide programs on nonprofit management.
       Special emphasis should be placed on how to recruit and retain
       people with technology and nonprofit expertise, and special
       efforts should instill in executive directors and members of
       nonprofit boards the importance of planning and budgeting for
       technology.

   Groups such as The Support Center for Nonprofit Management (in San
       Francisco) and the Information Technology Resource Center (in
       Chicago) have provided this kind of training for nonprofits for
       many years. In a recent effort, the Philanthropy News Network is
       presenting a series of conferences around the country on nonprofit
       technology, with the goal of helping nonprofit staff members
       understand the critical role computers and the Internet can have
       in their organizations.
       And, a new initiative is under way in the graduate program in
       nonprofit management at the New School for Social Research in New
       York City to include research, academic and executive training and
       education in the relationship between technology and the
       challenges it presents for nonprofit organizational change.

     * Outreach to corporations to recruit employees to volunteer with
       nonprofit groups. Increased efforts should tap this huge resource
       of technologically skilled people. Outreach should target
       companies (high-tech and others), volunteer centers, and special
       programs (such as CompuMentor) that match corporate volunteers
       with nonprofits in need of specific help. At the same time, the
       experience and lessons learned by these volunteers must be
       captured and become part of the knowledge base of N-TEN.

   This outreach should also focus on recruiting individuals from the
       high-tech sector to serve on the boards of nonprofit groups,
       thereby helping boards to think through technology issues related
       to the organizations' work.


     * Efforts to educate individual consultants about nonprofit needs
       and solutions. Since so many nonprofits make use of individual
       consultants for their technology needs, special efforts - such as
       bringing them together in a network - should ensure that they are
       well-informed about best practices and nonprofit-specific
       solutions. At the same time, the experience and lessons learned by
       these consultants must be captured and become part of the
       knowledge base of N-TEN.

   Initiatives like the Packard's Foundation Organizational Effectiveness
       Program are already addressing this issue through their Consultant
       Initiative Project.

   4. The development of technology assistance models that incorporate
   the NSNT's

   principles.

   For funders and others exploring the support needs of the sector, good
       models of technology support are critical. Best practices need to
       be shared in the areas of fundraising, curriculum development,
       outreach strategies, organizational development, volunteer
       recruitment, and training strategies. Many groups - including
       those operating under the umbrella of the Technology Resource
       Consortium - have been active for many years in this work and are
       excellent sources of help.
       Two new efforts - NPower in Seattle and Technology Works in
       Washington, DC - were developed specifically using the NSNT
       principles. For example, the business plan of NPower (which is a
       center-based initiative) was designed to be model for anyone
       interested in creating a local technology assistance center, and
       copies of it are available for free. This plan was based on a
       thorough analysis of the local nonprofit sector and its technology
       support needs. Also, NPower is developing a tool to evaluate the
       effectiveness of its work - again, this is freely available to
       other groups that work with nonprofits.
       In Washington, Technology Works is exploring another model.
       Initial assessment indicated a large number of technology support
       resources in the Washington metropolitan area, both nonprofit and
       for profit, but a major disconnect between these resources and the
       area's 6,000 community-based nonprofits. Technology Works is
       seeking to create a network - grounded in the NSNT principles of
       open systems, technology transparency, fair exchange, and fair
       compensation - that links nonprofits, existing providers, high
       tech firms, and funders in order to facilitate a continuum of
       services for community-based nonprofits. In cases where resource
       gaps are identified, Technology Works will support the development
       of new resources.




   5. The development of alternative funding mechanisms that leverage the
   principles

   and initiatives of the NSNT.
   For the "big bang" strategy to be effective, funders must commit to a
       coordinated series of initiatives that range from relatively small
       adjustments in current funding mechanisms to the creation of new
       and innovative funding mechanisms.

     * Foundations should look for and encourage proposals that commit to
       the NSNT principles and that in turn work with technology
       assistance providers committed to these principles. In return,
       foundations will know that their investments will be highly
       leveraged, since the organizations that receive support will have
       committed to making technology an integral part of their
       organizations and to sharing their work widely within the
       nonprofit sector.

     * Foundations should find systematic ways to integrate technology
       into their own missions and funding strategies. For example,
       foundations could make it a criterion that technology goals be
       integrated into the mission of their applicants. In requesting
       project budgets, foundations could encourage line items for
       technology purchases and maintenance, and could consider
       requesting applicants to routinely specify technology-related
       budget items as a percentage of overall program costs.

   Foundations, with the help of technology resource providers, should
       also enhance their capacity to evaluate the technology components
       of proposals. This is already taking place in Chicago, where the
       Chicago Community Trust has turned to a local provider, the
       Information Technology Resource Center, to help the foundation
       assess the technology aspects of grants proposals.

     * Foundations should consider creating and supporting new funding
       mechanisms to advance the effective use of technology by
       nonprofits. One idea is the creation of a virtual community
       foundation - a "Technology Community Foundation" - that would both
       raise and distribute money. Like a traditional community
       foundation, it would be responsive to the needs of specific donors
       and be flexible and creative ways in how it supports
       technology-related needs of nonprofits. For example, corporations
       and other funders could create donor-advised funds targeted to
       supporting specific kinds of projects, knowing that the
       foundation's staff and board members will be experts in nonprofit
       technology issues.

   Such a foundation could, like other community foundations, serve as a
       convenor, bringing together donors from different sectors -
       including private and community foundations, private industry, and
       government - to work together in ways they might be unable to do
       on their own.
       This foundation could in fact be the entity that raises funds and
       supports the major new initiatives described in this report -
       projects that will require the participation of many different
       groups already working on various aspects of technology use by
       nonprofits.
       Finally, the foundation could serve as the hub for much of the
       activity described in this report, including serving as a
       collective voice to the high-tech industry about nonprofit needs
       and as a channel between emerging technologies and nonprofits that
       could use them in socially beneficial ways.

     * Funders should be part of the effort to evangelize what's working.
       They should look for opportunities to reach out to other funders
       in order to educate them about the role of technology in the work
       of their grantees. They should include "technology success
       stories" in their annual reports and newsletters, on their web
       sites, and in their outreach to the philanthropic press.

   6.
   Creating new relationships between the nonprofit sector and
   high-technology

   companies.

   Given the tremendous growth of the high-tech sector, and given the
       potential for the products they make to have a dramatic impact on
       a wide range of social needs, fostering relationships between
       high-tech companies and the nonprofit sector is critical. Today
       these relationships are few and far between. In-kind donations
       represent a miniscule percentage of corporate profits, and many
       other resources are hardly being shared at all.
       Efforts that benefit both business and nonprofits need to address
       this disparity. Nonprofits need to use donated products and
       services more effectively, thus encouraging companies to
       contribute more. Companies can also improve the quality of life
       while contributing to overall continued economic growth.
       Ultimately, these efforts focus on the desire to link the creation
       of wealth to efforts that benefit society as a whole.
       The first place to start in structuring new relationships between
       high-tech corporations and nonprofits - and to accessing assets
       beyond hardware and software - is to make a more efficient link
       between high-tech vendors and nonprofits. This would involve
       consolidating how nonprofits request donations, linking software
       donations to accessible and affordable technology assistance,
       streamlining how donations are made, and creating social value for
       the participating companies.
       To reach these goals, the NSNT Planning Partners propose that:

     * a high-level industry-sponsored conference be held to discuss how
       all key players can work together more effectively to meet
       increasing demands and to begin to create a common language to
       bridge the two sectors;

     * software and hardware vendors be interviewed to enlist their
       involvement and to refine how they can participate in this effort;

     * a consolidated point of application for support - or Tech Exchange
       - be created on the nonprofit technology portal (described
       earlier) to facilitate both the seeking and granting of products.
       This would meet the needs of companies seeking better ways of
       receiving and processing applications and of making support and
       training key components of their giving. To ensure that they
       acquire appropriate products and use them effectively, nonprofits
       would be required to complete an on-line needs assessment,
       undertaken in conjunction with a sponsoring technology assistance
       provider that has agreed to the core principles of the NSNT.

     * preference be given to applicants that have had a technology
       assistance provider verify their capacity to use donated software
       or hardware, and that have identified a provider for assistance
       with installation, training, and support.

     * fulfillment options be explored that are efficient,
       cost-effective, and attractive to potential donors. These might
       include working with a national retailer, using electronic
       distribution (of software), and shipping from a central warehouse
       that is managed by an existing nonprofit intermediary.

   Some projects have already benefitted from these kinds of creative
       partnerships. For example, a Hewlett-Packard initiative to support
       childcare centers includes H-P equipment and technical support
       from employee volunteers. It also is likely that productivity
       software from Microsoft will be available. Additionally, the
       Packard Foundation will fund "circuit riders" - managed by San
       Francisco-based Support Center for Nonprofit Management - to
       provide hands-on technical support to the childcare centers and
       help secure other resources.

   7. The development of nonprofit-specific technology solutions.

   The nonprofit sector represents 8% of the U.S. economy and one in ten
       jobs. This is a large potential market for high-tech products.
       Coordinated efforts need to be undertaken to work with high-tech
       companies (particularly software developers) to design products
       specific to the needs of nonprofits. For example, companies should
       be encouraged to develop software using open systems that allow
       others to adapt it easily to meet their own needs.
       Already, with the development of the database management program
       ebase, a solution has been developed by a nonprofit - the
       Technology Project - for nonprofits. This package enables an
       organization to keep data on memberships, donations, and activist
       information in one place, and to provide secure, easy-to-learn
       access to everyone who needs to use it. It is already proving to
       be a powerful tool for producing customized mailings to agency
       constituents. ebase is free, and the software is completely open
       so that nonprofits and technology assistance providers can
       customize it and contribute their improvements back to the
       community of ebase users.

   8. Efforts to connect and reach out to others.

   As this report has stated throughout, the fulfillment of the vision of
       the NSNT requires the participation of many different players. In
       addition to those already discussed, there are a number of other
       national efforts that address nonprofit uses of technology. Some
       focus on the use of communications technology to engage citizens
       in advocacy efforts; others focus on integrating technology
       support into general nonprofit management assistance; some have
       created web sites with hundreds of links to on-line resources
       geared to nonprofit needs; and still others are efforts of
       national organizations that work with their affiliates around the
       country on a range of community issues, including job training.
       We envision these groups - and others - working together to
       implement the initiatives proposed by the NSNT Planning Partners,
       particularly the nonprofit portal. These interconnections are not
       meant to create yet another web site with links to yet more. It's
       the integration of these efforts - and the expertise imbedded in
       them - that will transform how technology serves the nonprofit
       sector. As a starting point, the NSNT proposes that the key
       electronic nonprofit service providers convene at a summit to
       discuss how they can collaborate on the creation of this portal.
       Finally, we need to reach out to foundations, corporations,
       government officials, the media, and the general public to
       galvanize their interest and involvement in this effort. We need
       to create the same level of national attention to technology use
       by nonprofits that took place during the NetDay effort focusing on
       technology in schools. We need to develop consistent and clear
       messages that can be delivered through a variety of media,
       including - of course - the Internet. This awareness will serve
       several ends: educating people about the roles and needs of
       nonprofits, alerting people about the web-based activities of
       nonprofits in which they can participate, creating an environment
       that will attract resources, and building awareness for the
       creation of sound public policies related to nonprofits and
       technology.

   How To Get Involved

   The Planning Partners are committed to growing the N-TEN network. We
   envision a system where any individual, organization, or association
   can join and have an equal opportunity to help grow the network and
   use it to support their work. In the coming months, planning members
   will convene several sessions to discuss the findings of this report
   and focus collective energy on determining the specific rules and
   responsibilities that will govern the growth of the network.

   In the short term, anyone who is excited by this report and thinks
   they may have something to exchange with other members of the network
   should visit the NSNT web site at http://www.nsnt.org
   . The site will be built to encourage and enable network members to
   learn about each other's work and to develop new working partnerships.
   The site will also capture and catalog existing efforts and
   initiatives that are consistent with the vision contained in this
   report. Opportunities for participation in on-line forums will be
   established, and meetings at relevant conferences will be facilitated
   and encouraged by network members. In particular, N-TEN members will
   gather at each of the Philanthropy News Network's "Nonprofits and
   Technology" conferences.

   We also encourage initiatives at the local level. Communities with an
   interest in replicating the NSNT planning process should move forward
   now. New collaborators should feel free to use and enhance the
   resources the network members post on the web site and invite Planning
   Partners to help build locally based networks, similar to what is
   being done in Washington, D.C. with Technology Works, and in Seattle
   with NPower.

   More generally, all other nonprofit technology initiatives are invited
   to make use of the principles and resources of the network in their
   planning and implementation. In particular, commitment to the NSNT
   principles should make projects more appealing to potential planning
   and funding partners. Similarly, funding organizations are encouraged
   to make use of the lessons of this planning process to incorporate
   these insights into their own decision-making and support processes.

   One of the most fulfilling experiences of the past year's planning
   process was the creation of new, innovative, and highly productive
   working relationships between creative individuals who are committed
   to helping build a strong nonprofit sector and who value this kind of
   collaboration. The force of these insights will be tested by the
   success of all of us - original planning partners, new collaborators,
   and a much broader partnership network - in conceptualizing, creating,
   and supporting future initiatives.

   Moving forward, we will now focus our efforts on drastically
   increasing the number of colleagues who can share the experience of
   developing systems that harness the benefits and power of increased
   interaction in order to help transform the nonprofit sector.

   We invite you to join us in this effort.


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