The Future Is Getting Closer, Faster – Getting There Sooner Is Better Than Later!

Information Technology Assessment

Questionnaire
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Value Proposition

What is the value in doing this exercise?

• Determination fit of technology direction to support the Non-Profits

direction and lower your long term total cost of ownership (TCO).

• Quickly identify opportunities for cost reductions/cost containments that

create immediate bottom-line impact.

• Detection of broken processes or technology and fixes that will increase

the performance of your organization.

• Use of “Best Practices” that ensure dollars are spent in the right places
with the most return to the business.

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 Information Technology Assessment

I/T HealthCheck Questionnaire

Information Technology Assessment

Communications Network, Desktop Files Applications Online Presence

& Servers
• Phones • Donor • Website
• Secure • Storage
• Email • Volunteer • Newsletter
• Viruses • Backups
• Fax • Financial • Social Media
• WAN/LAN • Security
• Collaboration • Client • Blogs
• Remote Access
• Workstations • Event Notification

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Organization Overall

Does your organization meet it mission in an optimal way?

Questions Notes

1. Are you meeting your organization mission and

goals?

2. Are barriers preventing you from meeting your

goals?

3. Are their areas that are operational inefficient or

require excessive staff-power?

4. Are there areas of your organization that you are

happy with or you believe operates well?

5. Are there areas that you are concerned about? –

Can automation improve their performance?

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Communication

Are communications facilities effective and fully support the

organization?
Questions Notes

1. Are you using a VOIP phone system?

2. Do you have remote access to faxes?

3. Can you take office calls from anywhere?

4. Can you access your email from anywhere,

anytime?

5. Can you manage your company email accounts

from anywhere?

6. Do you have scanner/printer for creating

faxes/pdfs for file sharing?

7. Do you have shared calendars that are

assessable by (all) staff?

8. Do you have online forms for collecting basic

company data from handheld devices or
browsers from various platforms?

5
Network, Desktop & Servers

Are network and connected components secure and provide

adequate performance to support your organization?
Questions Notes

1. Is you local area network (including WIFI)

secured from outside intrusion?

2. Is your network performance adequate for

attached components (LAN 1 gb)? Connected to
internet via high speed (minimum of 30mb)?

3. Do you have an agreed I/T use policy in place?

Covers user owned devices, passwords, device
uses, files, etc. – agreed & signed by staff?

4. Do you have virus management

software/hardware and processes in place?

5. Are your connected components (Servers,

workstations, handhelds, scanner, printer, etc.)
physically secure? What if they are stolen, is a
process to recover in place?

6. Do you have an arrangement/staff to maintain

network and components (hardware/software)?

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Files

Is file system accessible, secure and scalable?

Questions Notes

1. Are your files automatically backed up to remote

location? Easy recovery? Tested recovery?

2. Are your files accessible from anywhere by any

device (Laptop, workstation, phone, tablet, etc.)
anytime?

3. Can your file system (Data Storage) expand as

your organization grows with minimal effort?

4. Are files secure (encrypted) and virus free?

5. Are databases in place for managing donors,

volunteers, staff, clients, financials/taxes?
Accessible remotely?

6. Up to date documentation for disaster recovery

processes, file locations and organizations,
naming standards, and security access
permission policies, etc.?

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Applications

Do automated applications fully support all operational areas?

Questions Notes

1. Have you moved your primary

applications/systems to the cloud?

2. Do you have a donor management system in

place?

3. Do you have a volunteer/event management

system in place?

4. Do you have a client management system in

place?

5. Do You have a financial management system in

place?

6. Are these systems accessible remotely or via

handheld devices?

7. Do you have standard office productivity

applications in place and accessible from
anywhere?

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Online Presence

Are Donors, Clients, Volunteers effectively communicated with?

Questions Notes

1. Do you have a website that provides information

on your organization, mission, contact
information, events, calendar, donate button,
etc.?

2. Does your website provide for a portal to your

databases (donor, volunteers, clients, etc.)?

3. Is your website mobile friendly?

4. Does your website provide links to your social

media applications?

5. Do have social media application in place?

Facebook, Twitter, Instagram?

6. Do you reach out to stakeholders (donors,

clients, volunteers) via automated
newsletters/blogs, event notification?

7. Do you have documentation/training material on

how to maintain website, Facebook, twitter, etc.?

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Other Observations

In addition, to areas covered by questionnaire, other observations

were made.
Questions Notes

1. Any barriers to success that haven’t been

covered?

2. How would you spend $500,000 to improve the

effectiveness of I/T?

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Environment Summary

In addition, to areas covered by questionnaire, a summary of

environment was identified
Questions Notes

1. Number of Locations: _________

2. Number of I/T Users: ____________

3. Number of Workstations/Access
devices:_______/OS:________

4. Number of Servers & OS:________

5. Internet Access Speed:_________Mbits

6. Amount of Storage:___________Gigbytes

7. Number of Phone handsets:__________

8. Number of Faxes/Scanners:__________

9. Number of printers:________

10. Applications & Documentation available

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