Here are the influential voices leading the conversations where nonprofits and technology overlap.
A Project Champion Agreement serves as a guide for those considering proposing an information technology project. My team uses this agreement at Affinity Health Systems; it’s intended to help educate people on what’s required to lead an IT project. It is important to read this to understand the commitment you are making and the process as well.
IT projects are really process improvement projects that use IT as an enabler. [INSERT YOUR COMPANY NAME] believes that these projects are most successful when led by a business leader who will be accountable for achieving the expected benefits.
The first step to champion a project is to prepare an overview of your proposal and the project’s expected benefits. These benefits are directly related to the goals of the [INSERT YOUR COMPANY NAME] strategic plan, and will be given the highest priority. Success metrics should be established to measure the benefits, including a baseline measurement (where we are today). When submitting a project champion agreement you should attach documentation of the expected benefits and the success metrics.
When you submit a Project Champion Agreement you are agreeing to the following:
If the idea is in alignment with company priorities, the Business Champion will be asked to develop a more complete business plan with the assistance of a company partner. Developing a business case is a significant investment in time, but is an important part of the project.
IS will assign someone to guide the project champion through the analytical phase of the project. Your IS partner is primarily a consultant. Your responsibility, as project champion, is to prepare the analysis to be presented to the IT Steering Committee. The analysis preparation activities will vary, based upon the project’s size and whether a new acquisition is required.
Your IS partner will guide you through the various aspects of the analysis, including:
Your IS partner will guide you through the appropriate steps for your project. Software selections should only start once the expected benefits are identified and the features and functions required to achieve those benefits are documented.
The project champion will be expected to conduct the necessary due diligence, including demonstrations, reference checks and documentation reviews to validate the vendor’s claims. Of these, the documentation review is the most critical because most IS contracts disclaim anything shown in a demo and rely solely on the documentation as the basis for defining the system.
[INSERT COMPANY NAME] Information Systems (IS) will support the technical aspects of the project, including:
By submitting a Project Champion Agreement, you are indicating that you understand your responsibilities, including: