The Executive - November/December 2018 - 8

AT A

BLOGSPOT
The Importance of
Virtual Meetings

GLANCE

TECHTOOLS

By Vanessa Dennison

F

Prioritize Your
Association's
Technology
Needs

F

irst, don't take on any new
projects until you develop a
list of technology priorities.
Second, review your
organization's strategic plan
and goals. You need a solid
understanding of your association
or nonprofit's top-level priorities to
inform your decisions. Talk to senior
staff and department heads about
their plans to achieve these goals.
Third, answer these questions:
*How does your existing technology
assist or hinder progress toward
achieving those goals?
*Is the technology you already have
sufficient for the job?
*What options exist that will make
the job easier?
*Can any of those options be used
to achieve other goals or support
other activities?
*How do your existing business
processes help or hinder achieving
those goals?
*Do you see options for streamlining
or improving processes with the
help of technology?
Fourth, meet with senior staff
to identify existing, upcoming,
and desired projects that involve
technology. Are these projects in line
with strategic objectives? Does the
budget exist to fully support these
projects-not only the purchase of
the system, but also requirements
analysis, project management, initial
and ongoing training, maintenance,
and upgrades?
Once you know what's in
the IT pipeline, you can start
dedicating resources to specific
projects. Work with executives

8

and a cross-departmental team to
prioritize your pain points and
projects. The decisions you reach
may not be unanimous, but broadly
representative participation is
crucial. Categorize each issue as:
1. Critical: The issue is stopping
day-to-day business and
preventing staff or other
stakeholders from accomplishing
their tasks.
2. High: Because a workaround
is in place, business can move
forward, but it's painful or
time-consuming.
3. Moderate: The issue doesn't stop
the flow of business but needs to
be addressed.
4. Low: The issue needs to be kept
on your radar but can wait.
5. Wish: The 'like to have' but not
necessary items.
Sometimes it's worthwhile to
include a "quick win" or two in
the first round of projects. Quick
wins are projects that require little
investment of time or money, yet
they create goodwill and buy-in by
showing that this new collaborative
approach to project prioritization is
working.
To keep everyone engaged and
invested in the process, share
updates with staff on the progress
of the project portfolio, particularly
the status of their projects,
and news about both quick and
significant wins.
This article was originally published
at The Delcor Connection blog. Read
more at www.delcor.com.

Ca lSAE's T HE E XEC U T IV E - NO V E M B E R/ DE C E M BE R 2 0 1 8

or a lot of associations, offsite meetings
could soon be a thing of the past.
Now more than ever, technology can
provide easier and more productive
ways of communicating for board members and
employees, no matter the location. All attendees
need is a computer, an internet connection,
and virtual meeting software. Here are several
important benefits of switching over to virtual
meetings.
Minimizing Expenses
Eliminating travel to and from in-person
conferences also eliminates cost if you're on a
tight budget. Airfare, vehicle rental, and hotel
accommodations can quickly add up and take a
large cut from your association's budget. Opting
for some virtual meetings will allow you to save
funds and time for other travel events, such as
national conventions, trainings, or meetings with
larger clients or business partners where being
face-to-face might be more beneficial.
Increasing Accessibility
When everyone can use their own computers
and attend a meeting from their desk, there's no
need to worry about reserving a conference room
or finding a suitable location for all attendees.
Whether you're unable to make it to your homebase office for whatever reason, or you are hosting
a conference and need to connect with a client or
partner across the country, attending a virtual
meeting is hands-down easier than missing out or
having to make complicated travel plans.
Productivity
The time needed for travel to and from
in-person off-site meetings can affect
productivity. Eliminating those few days of
preparation and travel allows you to put more
time and energy into other workplace tasks, and
get back to your day-to-day routine more quickly.
Sharing Information
Virtual meetings can cover trainings,
onboarding, and other events that require
an excess of information sharing. Recording
conferences is simple so that you can easily show
the meeting to anyone who is unable to make it,
or reuse it for future hires. With virtual meeting
software, sharing information is simple, and you
can also use desktop sharing software to allow
attendees to review documents or go through
training materials.


http://www.delcor.com

The Executive - November/December 2018

Table of Contents for the Digital Edition of The Executive - November/December 2018

PRESIDENT’S MESSAGE: CalSAE Still in the Middle of Its Story By Jim Anderson, CAE
AT A GLANCE BY THE NUMBERS: Understanding Gen Z as They Enter the Workforce
AT A GLANCE BLOG SPOT: The Importance of Virtual Meetings
AT A GLANCE TECH TOOLS: Prioritize Your Association’s Technology Needs
AT A GLANCE CALENDAR OF EVENTS
Want Successful Marketing Campaigns? Don’t Leave Emotions at the Door
A Tale of Three Chapters: Rebuild, Rebrand or Reinvent
Don’t Let These Communication Culprits Derail Your Content
Is Your Communication Keeping Up with Leadership Evolutions?
Embrace Your Personal Brand— And Make it Work for You
DESTINATION: Wining-and-Dining in Style in Northern California
NEW MEMBERS
INDEX TO ADVERTISERS
MEMBER SPOTLIGHT: Laura Calderon Rivera
The Executive - November/December 2018 - Intro
The Executive - November/December 2018 - cover1
The Executive - November/December 2018 - cover2
The Executive - November/December 2018 - 3
The Executive - November/December 2018 - 4
The Executive - November/December 2018 - 5
The Executive - November/December 2018 - 6
The Executive - November/December 2018 - PRESIDENT’S MESSAGE: CalSAE Still in the Middle of Its Story By Jim Anderson, CAE
The Executive - November/December 2018 - AT A GLANCE CALENDAR OF EVENTS
The Executive - November/December 2018 - 9
The Executive - November/December 2018 - Want Successful Marketing Campaigns? Don’t Leave Emotions at the Door
The Executive - November/December 2018 - 11
The Executive - November/December 2018 - 12
The Executive - November/December 2018 - 13
The Executive - November/December 2018 - A Tale of Three Chapters: Rebuild, Rebrand or Reinvent
The Executive - November/December 2018 - 15
The Executive - November/December 2018 - 16
The Executive - November/December 2018 - 17
The Executive - November/December 2018 - Don’t Let These Communication Culprits Derail Your Content
The Executive - November/December 2018 - 19
The Executive - November/December 2018 - Is Your Communication Keeping Up with Leadership Evolutions?
The Executive - November/December 2018 - 21
The Executive - November/December 2018 - 22
The Executive - November/December 2018 - 23
The Executive - November/December 2018 - Embrace Your Personal Brand— And Make it Work for You
The Executive - November/December 2018 - 25
The Executive - November/December 2018 - 26
The Executive - November/December 2018 - DESTINATION: Wining-and-Dining in Style in Northern California
The Executive - November/December 2018 - NEW MEMBERS
The Executive - November/December 2018 - INDEX TO ADVERTISERS
The Executive - November/December 2018 - MEMBER SPOTLIGHT: Laura Calderon Rivera
The Executive - November/December 2018 - cover3
The Executive - November/December 2018 - cover4
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