Nonprofit IT Strategy & Budget Optimization Checklist

1.1 Do you have a clear, documented IT strategy that directly supports your nonprofit's mission, programs, and growth objectives?

1.2 Have you recently conducted a technology needs assessment to identify gaps between current IT capabilities and mission requirements?

1.3 Are your board members and key stakeholders actively engaged in IT strategic planning and investment decisions?

2.1 Do you have a clear, itemized IT budget that separates hardware, software, cloud services, support, and cybersecurity costs?

2.2 Are you actively seeking and utilizing nonprofit technology discounts, grants, and donated software programs (TechSoup, Google for Nonprofits)?

2.3 Do you measure the return on investment of IT spending in terms of mission impact, staff productivity, and operational efficiency?

3.1 Is your network infrastructure reliable, secure, and properly maintained with regular updates and monitoring?

3.2 Do you have automated, encrypted, and regularly tested data backups with a clear disaster recovery plan?

3.3 Do you have a process for vetting cloud and SaaS vendors to ensure they meet your security, compliance, and integration requirements?

4.1 Are comprehensive cybersecurity measures in place including firewalls, endpoint protection, MFA, and regular security awareness training?

4.2 Do you have clear policies and procedures for data privacy that comply with relevant regulations and funder requirements?

4.3 Is there a documented and regularly tested incident response plan with clear roles and communication protocols?

5.1 Are your current IT systems (donor databases, financial tools, communication platforms) able to scale with your organization's growth?

5.2 Do you have a process for evaluating and adopting new technologies (AI tools, automation, collaboration platforms) that could enhance mission delivery?

5.3 Are you seeking a long-term IT partner who understands your nonprofit's unique needs and can provide strategic guidance alongside day-to-day support?