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Technology Implementation Best Practices for Project Management

May 17, 2022 @ 1:00 pm - 2:30 pm EDT

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A successful technology implementation project depends on more than just the technology you select. It also hinges on how well your internal team partners with your chosen vendor. That partnership has to be managed – often on top of the existing full-time job that your internal project lead already has.

If that project lead is you or someone you’ll be supervising, you’ll want to attend this session to hear from Fíonta’s association and project management experts. Our panel offers strategy and advice based on their collective experience with hundreds of association technology projects. We’ll have time to answer your specific questions too!

In this session, we’ll:

  • Offer strategies for successful internal project management for technology projects.
  • Talk about how to set and reinforce realistic expectations for the project for key stakeholders/team members as an internal project team lead.
  • Discuss how to vet which vendor’s project management practices are the best fit for your association, and what kind of support you should expect from a qualified partner.
LEARNING OBJECTIVES
  • Develop a high-level plan for internal project management for technology initiatives.
  • Create a list of expectations from internal project stakeholders/team members.
  • Build criteria for evaluating which partner offers the project management expertise and methodology that best fits your team and needs.
Level Intermediate
NASBA (Field of Study) Information Technology
CAE (Subject Domain) Administration
Prerequisites and advance preparation needed At least 1 year of association or nonprofit operations experience. No advance preparation required for course
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.5
Cost Free
Delivery Group Internet Based

As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.

U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

(National Registry Sponsor Nr: 138278)

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INSTRUCTORS
Jenifer Alonzo
Association Practice Lead, Fíonta
Technical and delivery leader with 20 years experience building teams. Helping executives strategize, leveraging organizational growth and efficiency. Supporting teams towards exceptional delivery. 3X Salesforce…
Julia Kelmers
Workforce Operations Manager, Fíonta
Julia’s interest in Salesforce led her to Fíonta, where she serves as a project manager. Prior to joining Fíonta, Julia held positions at the Pulitzer…
Gale Mamatova
Director, Project Management Office, Fíonta
With over 15 years of experience managing projects across non-profit, association, academic and corporate organizations, Gale’s passion has always been to help people solve complex…