Asking the Wrong Questions
Asking the Wrong Questions: Challenging Technocentrism in
Nonprofit Technology Planning
By Michael Gilbert
In every domain in life,
the questions we ask shape the responses we get. Our questions reveal our frame
of reference and impose that frame on our answers. As a result, much is
revealed by examining the assumptions, the reasoning, and the logic models of
our questions.
Many observers will
agree that common complaints about technology projects -- resistance to change,
long sales cycles, inappropriate technology, unexpected costs, unused tools --
are often the inevitable result of this technocentric planning. The only way to
unravel this problem is to go to the source and challenge the questions we ask.
In this short essay, I
will touch on three questions of my own: In general, what kinds of questions
should planners be asking? What kinds of questions are they actually asking, in
the field of nonprofit technology planning? How can we fix this?
What Should Planners Ask?
It's useful to look at
other domains for inspiration about what the right questions might be. Although
a proper examination would involve a much larger set of domains, for our
purposes today, let's look at eye doctors and shoe sales-people.
Eye doctors don't
determine how to correct your vision by looking at what kind of glasses you
have been wearing recently. They evaluate your vision directly and possibly
they investigate some lifestyle or workstyle issues, such as the typical
distance of objects that you need to see. Even though your current glasses
might reveal something about your eyesight, they don't use that as a form of
assessment. Eye doctors rely on questions about eyes and about seeing, not
questions about eyeglasses.
Shoes sales folk don't
do an inventory of your shoes in order to sell you a new pair. Even though it's
true that such an inventory might help them sell to you, even people with such
a solid sales agenda focus instead on other things. They measure your feet, for
example. They investigate your walking habits and contexts. They watch you
walk. Shoe sales folks rely on questions about feet, fashion, and walking (or
running or standing), not questions about shoes.
From these two examples,
we can start to learn what kinds of questions planners should be asking. In
both of these cases, the questions that allow the professional to offer the
right technology are not technological questions. Instead, they ask questions
about behavior and context. The behavioral questions are often goal directed
and look at practices which, though they will likely be served by the
technology, are not about the technology. The context questions, being both
personal and practical, give the professional an understanding of the systems
into which the technology will be introduced. Those systems include other
technologies, but are in no way limited by them.
What Are Nonprofit Techies Asking?
I started with the
TechAtlas Basic Interactive Technology Assessment & Technology Project
Recommendations. To their credit, TechAtlas asks you to describe your
organization's mission. They promise to include that mission statements at the
top of the documents produced. Unfortunately, there is very little in TechAtlas
that actually tries to connect the technology plan to that mission, other than
technology vision statement. Instead, the Basic Assessment asks about hardware,
networks, virus protection, backups, databases, email, the Web, the Internet,
training, and software.
What's missing? It
doesn't ask about communication practices, business processes, stakeholder
relationships, or anything else that might actually lead to meaningful
requirements. The questions of the Basic Assessment provide a classic example
of the determinism inherent in technocentric inquiry. In essence, each question
takes the form of "Are you doing ______ (insert tech we think is
good)?" If the answer is no, then the recommendations are more or less
"Well, you should!"
What are the
consequences of this technocentric approach? For example: TechAtlas recommends
that The Gilbert Center buy more printers, even though our success is founded
on the practice of communicating almost exclusively online. TechAtlas
recommends that we standardize on one word processor and one operating system,
even though we use more than one to avoid the risks of lock in, support
standardization of file formats, and encourage innovation and cross training.
TechAtlas recommends extensive investment in client side virus protection
software and training, even though the actual risk of our being infected by a
virus is tiny, because we have Mac OS client machines. To be fair, TechAtlas
adds qualifiers to each of these recommendations, but that just calls attention
to the fact that we're fighting against a flawed methodology.
Does Compumentor offer
us a better framework for nonprofit technology planning? Like NPower,
Compumentor is a diverse organization, so have I chosen TechSoup to represent
their thinking. Furthermore, TechSoup is a resource upon which many technology
consultants and nonprofit decision makers have come to rely. With some
searching, it's not too hard to find TechSoup's prevailing views on the subject
of technology planning. A seminal and thematically unifying document appears to
be a solid piece called "What's Involved in Technology Planning? Seven
steps to a better technology plan".
Step One of this guide
is to assemble a technology management team, a laudable recommendation. But
Step Two is a resource assessment, which appears to be grounded in hardware,
software, networks, databases, email, groupware, as well as policies for using
and managing the technology. Step Two closes with some good questions about how
well the technology is working, but all in all serves to frame the entire
planning process in technocentric terms. Step Three is a needs assessment and
is a good faith effort to get beyond technology as a frame of reference. But in
my experience, it's too late at this point. The technological terms have
already been set and "needs" in particular lend themselves to being
shaped by those terms.
Dozens of smaller
examples of technocentric nonprofit technology planning processes are available
from other sources. I single out these two organizations not because their
positions are egregious. Indeed, both of them make an honest effort to
acknowledge other frames of reference, but even with such integrity, that
acknowledgment ends up being little more than lip service. I single these
organizations out because they are large, influential, and very much in the
mainstream flow of ideas around nonprofit technology.
Do we know for sure what
practices are being followed by most nonprofit technology consultants? Not until
we study them more directly. But from the prevailing documentation of their
work, the instruments they use, and the focus of online discussion, we can tell
this about our field: We have good intentions, but technocentrism dominates our
work. Experienced technology consultants, who have a passion for communication
and management, can sometimes mitigate the damage done. But they are fighting
against the current and, along with their clients, are often swept downstream.
How Can We Fix This?
Some of the questions
that need to be discussed include the following:
Fourth, who is willing
to pay to solve this problem? There are few enough funders who will fund
sector-wide programs of any kind, let alone one that seems as abstract as a
methodology problem afflicting a category of planning for a sector-wide issue.
Furthermore, funders can get caught up in the technocentric frame as well and
nonprofits can rarely get funding for a good requirements process. We need
leaders among all the parties I listed in question one above, including leaders
from the funding community.
Note: Michael Gilbert will be leading a discussion at
the Nonprofit Technology Conference in March. If you are interested in offering
some input to that discussion, please write to Michael at RightQuestions@gilbert.org. He will be
teaching an online workshop on this subject on January 26. Check it out!
Michael Gilbert
is an internationally known consultant to foundations and nonprofits, an
innovator and researcher in the field of nonprofit communication, and a social
entrepreneur.









Michael neglects to mention that there are TechAtlas Assessments beyond
the Basic Technology Assessment. For example, Jillaine Smith, mentioned
above, authored the Communications Strategy Assessment: http://techatlas.org/tools/partner/assmt_preview.asp?asid=281
. Anyone (and nonprofit consultants are invited to do this) can create
their own set of assessment questions and recommendations (by signing
up for a free TechAtlas partner account), and I think there's room for
assessments that take different views of tech planning, or of business
process planning, and these would be welcome additions to the
assessments currently in TechAtlas.
BTW, you can see the results of the Basic Tech Assmt at: http://techatlas.org/tools/results.asp?asid=252 .
I agree with the article related to focus but am not sure you can
discern the principles and practices of orgs like Npower or Compumentor
simply from tools specifically designed to get at the TECH questions
that need to be asked *in addition* to the business questions. I think
most of us are aware that for a tech solution framework to be
successful it *MUST* appropriately meet the core business processes and
objectives of an organization. It must integrate into its corporate
culture and be owned by internal stakeholders.
Indeed most of the people commenting on this article are saying a
similar thing -- Tech is not the place to start when defining tech
requirements -- you have to understand the business and operating
environment first. No doubt Compumentor and Npower understand this too
or they would have been out of business long ago.
Yes, they both have tools that assist in helping answer the technology
questions because these are often the knottiest and least intuitive
processes for the user to understand. However, that doesn't necessarily
mean they don't ask the organizational questions when they deal with
their users face to face.
I beleive these tools represent a supplement to their work with users
not a substitute for it. Fortunately, they have also made these tools
publicly available as well. In my mind, they are best used in
conjunction with understanding core business requirements.
RGDS
JP
Thanks to Michael for writing about this topic. I agree with the points
that have already been articulated regarding mission-focus, as well as
the realities of resource constraints.
I work for NPower (disclosure). Our belief is that online tools or
guides will never take the place of hands-on consulting -- however, for
those who don't have access to consulting, tools can be a good place to
start to understand the issues and basic good practices. TechAtlas is a
tool that can be used in conjunction with a technology assistance
provider, and many orgs who turn to TechAtlas do so.
Related to Michael's call to address this issue further, NPower and
N-TEN are embarking on a 3-year study to look at the impact of
technology assistance for nonprofits and the kinds of assistance that
are most effective (as well as what orgs need to have in place to
benefit from applying technology to their business). We'll definitely
welcome input and feedback from the NTAP sector throughout the process,
and would be interested to hear about other initiatives. More here:
http://www.npower.org/services/projects/fieldleveleval.htm-----
This is an interesting article that sounds so familiar....because it
has been a theme for many years among a handful of people working in
this field, including me. The essential questions are never -- NEVER --
technology questions. The essential questions ALWAYS are human ones:
who are you? what are you trying to achieve? who are you trying to
connect with and why? Who are you working with (or not working with) to
achieve your goals? How do people interact in your organization and can
that be done differently (better)?
These are the "real" technology planning questions. The tech part of it
is merely part of the implementation path. In addition to the confusion
about the right questions, there is a lot of confusion about the right
technology implementations, as well. I recently had to have a long
conversation with a nonprofit organization about why they did not need
their own mail server for a distributed staff of 20 people. People hear
things. They make assumptions.
But at the end of things, the network always is about people and the
metaphor about connecting people is only a metaphor unless people,
rather than equipment, are at the core of the connecting.
My experience has been along the same lines....in order to do a proper
Tech. Plan we must take time to "understand the business" of the NPO. I
always like to start with a series of interviews aimed at creating a
process/function matrix.
The technology infrastructure is also important
(hardware/software/network, etc.) as are the Strategic Planning
documents.
Of course, in a quick "triage" a lot of this is beyond the scope.
I just wanted to say that reading this felt like he was preaching to
the choir. As an IT consultant for over 25 years, I have had clients
get upset with me when after I discussed what their business functions
were, I told them that they didn't need hardware or software at that
time. Yes, I could have recommended large, major systems that would
have filled my own pockets but those systems would never have been
used. That is why technology projects fail; the solution solves a
problem that the organization does not have. The old problems stay
on... It NEVER should have been about the technology. For me it has
always been and will always be about what the organization does and how
technology can help that. Noone would go out looking for a newer,
sharper, more expensive pencil when they had writer's block...
Just my two cents on this matter...
Susan
(Hmm - and if the above links don't work for any reason, as they didn't
for me when I tried them just now, then anyone interested can just
paste the URL into their browser. Sigh - technology, don't we all just
love it?)
;)
It's very gratifying to read this article, since it very much reflects
the thrust of the Advocacy Institute's own recent articles on
approaches to e-advocacy (though I hasten to credit two of the kind of
communications-oriented tech consultants you allude to, Jillaine Smith
and Teresa Crawford, for articulating this position so well for us).
I wonder whether the article they wrote for us (http://www.advocacy.org/communicate/e-advocacy_key_questions.htm) and the assessment tool they designed (http://www.advocacy.org/pdf/E-Advocacy.pdf)
might be contributions to the direction you're suggesting for
nonprofits.
The comforting thing in all this, of course, is that while nonprofits
may not be experts in all the tech out there, they are arguably the
best available experts in their own operations, and so grounding
themselves in their work first (before ever looking at tools) is as
doable as it is necessary.
I agree with Michael's perspective that technology consultants must
talk about more than just hardware, software, and networks. Mission is
critical, but it's not enough, either. Powerful hardware and great
software won't get you anywhere without good business processes,
appropriate staffing, training, and user support. I'm not sure I agree
with the criticisms of TechAtlas and TechSoup, though. These tools are
just that -- tools. They're trying to provide a baseline analysis and
some general guidelines. They really can't respond to the specific
needs of any particular organization. The best they can do is point you
in the right direction, give you the right questions to ask, and give
you a baseline to measure progress against. However, that baseline
assessment is an important first step. If you don't know where you are,
it's hard to plot a new direction. On the other hand, if you don't know
where you're going, you'll definitely get there.
While I agree overall with the perspective presented, I do think it is
appropriate to ask 'What are we doing now with technology?' One of the
first things my eye doctor does is look at my old prescription and ask
if it still works. And the shoe salesman almost always takes your old
shoe and looks at it for wear and size info. You're right-- that
shouldn't be the main question but it _should_ be considered. We have
indeed tended to be too technocentric. Tech planning clearly needs to
be more integrated with general strategic planning. Those of us
responsible for tech need to know and look carefully at the _business
needs_ facing the organization and how technology might impact those
needs.