Project Management for Charities

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This blog is the first in a series reviewing the content of the Charities Project Manifesto published nearly two years ago.

http://www.theprojectschool.co.uk/charities-project-manifesto

Series: Charities Project Manifesto….lessons learnt from discussions with IT project managers in 2015

Charities Project Manifesto….lessons learnt from discussions with IT project managers in 2015

Part 1 Carry out projects to introduce beneficial change


Benefit realisation

The issue, as I see it, is that most organizations focus on the implementation of technology not on the realisation of the expected business benefits.

How do you rate on benefits realisation?

If you have implemented a CRM system in the last 12 or 24 months have your realised these generic CRM benefits?

1. Reduced cost by not wasting time on irrelevant supporters  yes /  no
2. Increased response rate from Campaigns                            yes /  no
3. Increased rate of follow up leads (high value donors)           yes /  no
4. Increased conversion rate to upsell donation products         yes /  no

What is behind the issue?

Take the example of the delivery of a new and innovative CRM system.
The uncertainty of outcome is less about the IT but the other changes in order to have effective use of the system and to deliver the desired business benefit.

Looking at the components of a project below (I have colour coded them for clarity) and it is easy to see the areas of greatest uncertainty that need to have our attention….

IT Enablers. Enabling Changes. Business Changes. Benefits. Objectives
(Areas of greatest certainty) (Areas of least certainty)

Quote from a Charity IT project lead….“we delivered the project on time, cost and quality but nobody used it much. There was no real benefit”

 

Review your project management culture and capability

Start to review your teams’ project management culture and capabilities to deliver beneficial change. We can help with some self-assessment tools or conduct the review for you. A review will help you understand where you are and how you compare with others in the sector.

Report card C+ for BENEFITS REALISATION

In my view not enough people really understand the nature of change management and the importance it should be given to deliver beneficial change!

Lunch & Learn sessions

We recommend ‘lunch & learn sessions’ on the project management topics that have the greatest potential to bring value to project teams implementing Cloud and CRM projects. The sessions focus on topics and pragmatic tools to improve the project culture and practice within your organisation and there is potential to coordinate these training with staff development plans.

  • Benefit realisation
  • How do you choose the right projects?
  • How do you sustain the change?
  • Is it value for money?
  • Project governance
  • Decision making
  • Sponsor role
  • More detail on the LUNCH & LEARN topics….
  • Roles and responsibilities
  • TG model
  • Resource management
  • HR and skills
  • Career paths
  • Agile ways of working
  • Coaching and mentoring
  • Feedback
  • Leadership
  • Feedback
  • Stakeholder man
  • Agile ways of working
  • Change management
  • Accountability
  • Trust

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About ARETEN

We provide services for Charity and not for profits including Cloud & CRM implementation, customisation and consulting services and we have some innovative platforms that will really add value to your business.

For our clients we offer needs assessment, design, customisation, implementation, and integration and support services. Our project consulting service offers help throughout the complete life cycle of the project and we run a fully managed service complete with Project management staff as well as helping to improve the project culture within the organisation and coach and mentor your own staff to manage change projects to realise the benefits needed.

We are headquartered in the UK and we have a mixture of onshore and offshore expertise and support. We work with some great partners to allow us to provide excellent services.

About the Blog series
The blog is intended for project teams who are implementing CRM and Cloud projects that are currently being challenged by the hectic day to day operations in the run up to the Christmas period. I’ve tried to keep the format for each topic similar. The format of the series is to outline the topic and highlight the key issue that charity project staff have raised over the last year. Topic, Description and my views on the topic together with a quote or two from charity practitioners and a report card rating for how I think the sector implements the topic. I also include a poll or questions on the topic to get your input.

I have asked 4 yes/no questions about CRM benefits in this blog to get your feedback on the current topic to better understand the significance of the issue across the sector. For other blogs I will include more questions or polls.

Written by Peter Heather

Former Head of IT with WaterAid and ActionAid helping charities and not for profits have a good experience with IT & Systems. Peter has a strong background in IT and significant experience with transformational change projects. His career in business analysis and programme management as well as operational and general IT management brings specialized knowledge of the sector for the benefit of charities and not for profits.

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