Technology planning

The principles of a successful project partnership

Valentine’s Day reminds us of the importance of relationships and partnerships, making it the perfect occasion to revisit our thoughts on what makes a successful project partnership. At Fíonta, we’ve gathered deeper insights, especially working with nonprofits and associations, which are increasingly pertinent in today’s dynamic environment.

Embracing the dual role

Leaders in the nonprofit and association sectors often wear multiple hats, and engaging in a technology project like Salesforce implementation or a website redesign adds a significant layer of complexity. The key is merging organizational missions with technology seamlessly.

Fíonta: your partner, not just a vendor

We don’t just create solutions; we partner in your journey, aligning your needs with the right technology and ensuring your team is proficient and prepared. Successful partnerships rest on mutual understanding and shared principles.

Open and effective communication: the cornerstone of partnership

  • Preferred communication channels: Specify whether you prefer emails for detailed documentation or calls for quicker, more dynamic discussions. For example, one of our clients preferred weekly Zoom calls to keep track of progress, while another opted for detailed email updates.
  • Efficient meetings: Sending a list of topics or questions before meetings ensures focused and productive discussions. A detailed agenda allows all stakeholders to come prepared with specific data and solutions, maximizing meeting efficiency.
  • Team schedules and deadlines: Knowing your team’s availability helps streamline scheduling. If your team is unavailable due to an upcoming conference, informing us in advance allows for schedule adjustments. 
  • Inclusive stakeholder engagement: Engaging all relevant stakeholders throughout the project prevents last-minute changes and fosters organizational buy-in. Successful projects require regular inclusion of department heads in discussions, help in smooth decision-making, and project ownership across departments.

Clear boundaries and prioritization

  • Defining project scope: Clearly defining project boundaries at the outset ensures alignment. For instance, we once worked with an organization to establish a precise scope for their CRM system, avoiding feature creep and keeping the project focused.
  • Managing scope creep: When new requests arise, prioritize them considering the budget and timeline implications. 
  • Planning for future phases: Not all ideas can be implemented immediately. Post-launch, create a roadmap for additional features or enhancements. We often develop a phase 2 plan, scheduling further enhancements post-launch to manage scope and costs effectively.

Navigating change and fostering growth

  • Change management: New systems entail new processes. Prepare your team for these changes with a clear strategy. 
  • Early adopters and training: Identify team members who can champion the new system and assist in training others. As an example, we designate “technology ambassadors” on the client team who are trained first and then help train their colleagues.
  • Openness to learning and adaptation: Be open to new methods and solutions. Our questioning helps to shine a light on long-standing processes that may be redundant, leading to more efficient practices.

The long-term perspective

The goal is not just system implementation but enhancing operations, reach, or efficiency. This requires an ongoing partnership where technology evolves with your organization’s needs. Like relationships, project partnerships thrive on attention, care, and mutual respect.

At Fíonta, we’re dedicated to celebrating your immediate successes and supporting your long-term journey. Let’s toast to enduring partnerships that drive mutual growth and success! 🥂