Management

This survey seeks to gain information about the management of technology at your organization. This survey will ask questions about management, support, and planning of technology at your organization.

Organization

1

Organization Name

Planning & Budgeting

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Technology Planning

The organization engages in regular technology planning that is informed by strategic and operational goals.

Strongly Disagree
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Strongly Agree
3

Adoption of new technology

The organization adopts new technology, as appropriate, that helps the organization fulfill its mission.

?

Example: The organization adopts cloud-based file sharing such as Dropbox/Google Drive, resulting in greater collaboration and availability of documents.

Strongly Disagree
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5
 
Strongly Agree
4

Budgeting for technology

Technology spending is itemized and reviewed as part of the organization's budget.

Strongly Disagree
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Strongly Agree
5

Technology staff input

Technology staff input is sought and considered when organizational strategy and vision are being contemplated.

Strongly Disagree
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5
 
Strongly Agree
6

Comments

Please add any comments you have regarding the Planning & Budgeting section.

Oversight

7

Technology Committee

The organization has a technology committee consisting of appropriate personnel from each department (including the IT department) that sets IT strategy and priorities.

Strongly Disagree
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Strongly Agree
8

Return on Investment

The organization conducts a Return on Investment (ROI) analysis as part of its technology investment process.

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Example: In determining a software, hardware or service purchase, is an evaluation of costs and an assessment of impact on the organization conducted?

Strongly Disagree
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Strongly Agree
9

IT Reporting

Information Technology staff or vendors provide reporting to management regarding the performance and status of IT. 

?

Example: Reporting on the volume of support requests, uptime, pending projects, or performance and status of IT resources is given.

Strongly Disagree
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Strongly Agree
10

Comments

Please add any comments you have regarding the Oversight section.

Security & Policies

11

Acceptable Use Policy

The organization has developed and implemented an Acceptable Use Policy that is read, understood and signed by all staff.

?

Techsoup.org defines an Acceptable Use Policy as "a set of rules applied by the owner or manager (you) of a network, website or large IT system that restricts the ways in which the network, website or system may be used."

Strongly Disagree
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Strongly Agree
12

Information Sharing Policy

The organization has a documented policy outlining rules for sharing information within the organization and with outside entities.

Strongly Disagree
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Strongly Agree
13

Access Controls

The organization has documented access controls in place for sensitive information.

Strongly Disagree
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Strongly Agree
14

Review of technology security

The organization periodically reviews technology security practices and policies. 

?

Optimally, technology security practices and policies are updated on a regular basis. 

Strongly Disagree
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Strongly Agree
15

Comments

Please add any comments you have regarding the Security & Policies section.

Documentation

16

Technology documentation

The organization's technology is documented.

?

Example: Optimally, IT staff verify and update the documentation periodically for network diagrams, credential management, vendor lists, and inventory lists.

Strongly Disagree
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Strongly Agree
17

Onboarding and offboarding

There is a documented process and policy in place regarding the onboarding and offboarding of staff accounts.

?

Example: Which accounts are created when new staff come in, how access is revoked and information is protected when staff leave, the timeframe of when onboarding/offboarding requests must be made, and when staff leave, data or accounts are transferred to the appropriate stakeholder.

Strongly Disagree
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Strongly Agree
18

Documentation of major changes

Major changes to IT systems and applications are documented.

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This includes change management notes, impact assessment, staff training if applicable, and process and policy updates, if impacted.

Strongly Disagree
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Strongly Agree
19

Approval for changes

Major changes to IT systems require approval from senior management and this approval is documented.

?

Small organizations may use an informal approval process. 

Strongly Disagree
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Strongly Agree
20

Comments

Please add any comments you have regarding the Documentation section.

Support & Training

21

New hire training

New staff, interns and volunteers receive training on the organization's systems as part of a new hire orientation.

?

Training is given on email and files systems in addition to databases or programs which are part of their daily job responsibility. This should include items such as proper document storage/filing, style and organizational specific conventions or templates etc.

Strongly Disagree
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Strongly Agree
22

Making training available

The organization provides ongoing training to staff as part of their professional development or at minimum upon request.

?

Training is offered to staff on a regular basis as scheduled sessions or on-demand services. Training is given with larger-scale system changes such as program updates or product changes.

Strongly Disagree
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Strongly Agree
23

Support requests

There is a clear system for handling support requests from staff/interns/volunteers.

?

There is a formalized system for support requests either via a ticketing system, support email or other processes.

Strongly Disagree
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Strongly Agree
24

Response for support requests

Support requests are handled in a timely fashion. 

?

Support requests have defined response time (SLA), are tracked and follow up on. Requests metrics can be evaluated to identify ongoing trends or issues.

Strongly Disagree
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5
 
Strongly Agree
25

Comments

Please add any comments you have regarding the Support & Training section. 

26

Magic wand question

If you could wave a magic wand and change ONE thing about your organization's IT management, what would it be?

How would it help you? How would it help your organization?

* Answer required