2007 Grantmakers Information Technology Survey
Survey Goals
 To enable grantmaking organizations to make more informed, timely and costeffective decisions based on information about what peer organizations are doing,
trends and future plans;
 To determine, by grantmaker type and asset and staff size, grantmakers’
information technology capacity and needs;
 To inform the sector about its technology utilization;
 To learn how grantmakers access and provide information and
 To enable TAG to better meet its members needs.
Survey Background
Once again the survey will be conducted using the www.peerfocus.com online survey
and benchmarking site. At the completion of the survey period, survey participants will
be able to do their own data analysis and comparisons using the benchmarking tool. The
tool will allow you to create custom comparison groups based on survey demographics
such as the foundation’s asset size, number of staff, number of technology staff and
geographic region. Then, you can compare your foundation’s data to the responses of
your peer group.
You will not be able to see the individual responses of any other foundation, with the
following exception: GMN and TAG members who participate in the survey can view
the names of the application software used by other foundations. Security and
confidentiality is protected by requiring a minimum of eight foundations in any peer
comparison group you create.
We will continue to provide a summary report of the survey for non-participants.
However, the report will not include snapshots by foundation type and size, since this
information will be available to participants through the benchmarking tool.
Directions
 Please use 2011 data to complete the survey. (If your fiscal year is not a calendar
year, enter data for the fiscal year ending in 2011.)
 We anticipate your survey will take approximately 20 to 30 minutes to complete
the survey.
Demographic Questions
1. How many employees (full time equivalents) does your organization have?
(Please include full-time, part-time and unpaid staff. If you are a corporate
grantmaker, please indicate the number of employees in the corporate giving
unit/department.)
2. How many full time equivalentsdoes your organization have in its information
technology department? (You can include fractions, such as 1.25). Do not include
consultants. If you are a corporate grantmaker, please indicate the number of
such full time equivalent professionals in your company that are dedicated to
serving you.)
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2007 Grantmakers Information Technology Survey
3. How many additional full time equivalents have some responsibility for
technology within your organizationt? (You can include fractions, such as 1.25).
Do not include consultants. If you are a corporate grantmaker, please indicate the
number of such full time equivalent professionals in your company that are
dedicated to serving you.)
4. How many consultants have some responsibility for technology within your
organization? (You can include fractions).
Note to Peerfocus: We would like to calculate the ratio of total staff to IT staff.
When doing this, include the outsourced technology professionals & departmental
technologists as part of the IT staff.
5. What is your grantmaking organization’s type?
(1) Community Foundation
(2) Corporate Grantmaker
(3) Family Foundation
(4) Independent (Private) Foundation (does not include family
foundations)
(5) Public Foundation
(5) Private Operating Only Foundation
6. What were your organization’s assets as of 12/31/2009 (or your most recent fiscal
year end)?
7. How would you describe your organization’s technology adoption?
(1) Leading Edge/Early Adopter (makes decisions based on initial
availability and vendor information, participates in beta trials or
purchases within days of initial release, high risk tolerance and
has resources to invest)
(2) Fast Follower (make decisions based on initial reviews,
purchases when a first wave of positive reviews are available,
tolerates risk)
(3) Lags Behind (makes decisions based on maturity of product
offerings and looks at market share of products, purchases based
on retaining a supportable/stable environment, risk adverse)
(4) In Trouble! (avoids decisions and delays until after support is no
longer readily available, may be technology adverse)
8. How many offices does your foundation have? (Incude domestic offices,
international offices and home offices for employees working exclusively from
home).
9. Does your organization make grants outside the United States? Y/N
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2007 Grantmakers Information Technology Survey
10. How would you describe your foundation executives’ comfort and understanding
of technology?
a. Totally gets it
b. Supportive but not very knowledgeable
c. Indifferent
d. Does not see the value/not a priority
Staffing Section
1. How would you describe the primary role of IT with respect to the
organization?
(1) Utility Provider – maintain minimal, low cost
service
(2) Service Provider – deliver reliable, cost-effective
and largely static set of IT services to the
organization
(3) Strategic Partner – ability to respond quickly to
changing user requirements and develop solutions
and plans in close collaboration with business units
(4) Strategic Leader/Enabler – joint business-IT
research and development initiatives lead to new
and innovative technology solutions for
implementing organization strategies.
2. What are the roles and responsibilities of the IT function with the
organization? (Check all that apply.)
(1) Network administration
(2) Network and information security
(3) Voice communications
(4) Research new technologies
(5) Participate in organizational strategic planning
(1,3,5 yr)
(6) Assess non-IT staff needs and translate into
technology recommendations
(7) Provide strategic technical assistance and advice to
grantees
(8) Provide technical support to grantees and/or
partner organizations
(9) Recommend solutions to grantees
(10)
Review technology grant applications
(11)
Share and disseminate knowledge with IT
staff in other organizations
(12)
Participate in nonprofit boards, committees
and institutions
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2007 Grantmakers Information Technology Survey
(13)
Manage other office equipment (copiers,
mail machine, etc)
(14)
Ownership of internal web technology
(15)
Ownership of external web sites
(16)
Update website content
(17)
Manage video conferencing
(18)
Manage audio-visual equipment
(19)
Mobile device support
(20)
Social media support
3. new question For each IT position in your organization, please indicate the
average salary and tenure for the position. If you don’t have dedicated IT
staff, indicate the information for the person responsible for managing the
IT function.
(1) Chief Technology/Information Officer
(2) IT/Technology Director
(3) Webmaster/Web Administrator
(4) System/Network Administrator
(5) Database Administrator
(6) Programmer
(7) Web Developer
(8) PC Tech/IT Support Staff
(9) Person responsible for managing IT function
Note to David – Need to explain confidentiality. for tenure, can we use ranges:
Less than 1 year
1-3 years
3-5 years
5-10 years
More than 10 years
4. What motivates technology professionals in your organization to stay at
the foundation? (Check all that apply)
(1) Strong social network
(2) Passionate about the mission
(3) Challenging work
(4) Salary and benefits
(5) Work/life balance
(6) Strong manager
(7) Good learning environment
5. Who is the primary person responsible for your organization’s technology
systems and support?
(1) In-house technical staff (full or part time)
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(2)
(3)
(4)
(5)
(6)
Finance/administrative staff
Executive director/CEO
Consultant
Volunteer
Other, please specify
6. Who does the primary person responsible for the technology function
report to in your organization?
(1) Executive director/CEO/President
(2) Finance
(3) Operations (Administration/Human Resources)
(4) Program
(5) Other, please specify
7. new question How would you describe your current IT staffing condition?
a. Inadequately staffed
b. Adequately staffed
c. Overstaffed
8. What is the standard process for making technology decisions within your
organization?
(1) Technology staff, with manager’s approval
(2) Technology staff, with Executive or Board
approval
(3) By a steering committee comprised of operations
staff
(4) By a steering committee comprised of program and
operations staff
(5) Based on a pre-approved Technology Plan
(6) Other
9. How do your in-house information technology professionals receive
technical training each year? (Check all that apply.)
(1) No IT staff
(2) No training for IT staff
(3) Off-site classes
(4) Certification classes (e.g., MCSE)
(5) Self-paced e-learning (web or computer-based)
(6) Webinars
(7) Attend a conference
10. How do you provide foundation staff with technical training each year?
(Check all that apply.)
(1) No training for foundation staff
(2) On-site/Off-site classes via outside trainer
(3) On-site classes via internal IT department
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2007 Grantmakers Information Technology Survey
(4) Self-paced e-learning (web or computer-based)
(5) Webinars
(6) Attend a conference
Technology Management and Spending Section
11. To what extent are new technologies (i.e. consumer devices, social media,
cloud computing, mobile devices and applications, etc.) causing a
paradigm shift in your organization with respect to the following: (rank by
0 = no change, 1 = some change, 2 = transforming)
(1) Leadership and vision
(2) Communicating and working externally with
grantees and constituents
(3) Internal operations and management
12. re-worded What are the current barriers (if any) that prevent your
organization from using or making effective use of new technology (i.e.
consumer devices, social media, cloud computing, mobile devices and
applications, etc.) (Check all that apply.)
(1) No current barriers
(2) Cost
(3) Lack of in-house support
(4) Lack of training
(5) Lack of leadership
(6) Unreliable external support
(7) Inadequate equipment
(8) Lack of organizational commitment
(9) Systems that are either proprietary and/or don’t
adhere to industry standards
(10)
Difficulty in making informed decisions
(11)
Security
(12)
Not considered by management as
appropriate for foundation business purposes
(13)
Lack of organizational policy
(14)
Lack of Management’s understanding of
benefits/risks of new technology
(15)
Other
13. To what extent is your foundation’s technology operation still impacted by
the economic downturn
a. More than recovered
b. Fully recovered
c. Somewhat recovered
d. Mostly recovered
e. Not recovered
f.
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14. Please enter your total annual technology budget. If you capitalize
hardware and software, please enter the actual amount spent for each line
item (versus the amount depreciated each year).
Salaries & benefits
Staff training
Staff travel & meeting expenses
Hardware purchases
Software purchases
Hosted software or cloud services
Project consulting fees & expenses
Consulting fees for maintenance & support
Maintenance/Support fees & contracts
Warranty and license fees
Telecommunications & Internet hosting fees
Telecommunications/mobile device equipment
purchases
AV/Videoconferencing equipment purchases
Supplies
Miscellaneous
Total
(calculated)
15. What is your organization’s total annual non-program budget? For
private foundations, enter column d line 24 on your 2011 990PF. For
community foundations, use part 9 column b line 25 from your 2011
990. Note to Peerfocus: Calculate percentage of IT budget to annual nonprogram budget.
16. Which of the following policies has your organization published and
disseminated to all staff? (Check all that apply).
(1) No expectation of privacy – all data can be viewed
by management and disclosed to law enforcement
or other third parties
(2) Information protection (e.g., personal information,
ids, passwords, credit card and account numbers)
(3) Public representation of the foundation on the
Internet (e.g. social media, discussion groups, chat
groups, blogs)
(4) Installing and/or using unapproved, unlicensed
and/or unsupported software
(5) Protection and security of hardware
(6) Reporting security breaches and suspected
problems
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2007 Grantmakers Information Technology Survey
(7) Personal use of computers (e.g. e-mail, Web
browsing, political activism, business)
(8) Personal use of telephones for long distance calls
(9) Requirement for all data to be stored and backed
up to network drives
(10)
Limits on the size of e-mail and personal
network folders
(11)
Prohibition on downloading specified file
types (e.g. EXE files)
(12)
Non-business related use of streaming audio
and video
(13)
File deletion and archiving
(14)
No outside equipment on foundation
network
(15)
Distribution and service cost policy for
Smartphones
(16)
Distribution policy for laptops
(17)
. Distribution and service cost policy for
tablet devices
(18)
(19)
Social Media
17. How do you currently staff and what are your plans for the next 18 months
for the following technical services? Check all that apply.
With InHouse
Employees
Partially
Outsourced
Desktop support
LAN administration
WAN administration
Web hosting
E-mail
Application software
hosting
Database administration
Server administration
Security
Back office/check
processing operations
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Fully
N/A
Outsourced
Planning
to
Outsource
in the
next 18
months
2007 Grantmakers Information Technology Survey
Intranet hosting
Voice/telecommunication
systems
Videoconferencing
Audio-Visual equipment
Mobile device
administration
Business continuity/disaster
recovery administration
Virtual descktop
administration
David - Move the above question to the staffing section.
18. How do you measure the success of your technology projects? (Check all
that apply).
(1) In-house staff surveys
(2) Routinely analyze web and/or email statistics
(3) Calculate return on investment
(4) Compare project budgets to actual costs
(5) Survey grantees and/or constituents
(6) Assess relationship between strategic plan progress
and technology projects
(7) Other
(8) We haven’t done this so far
(9) Post-project implementation review
19. What are the top three technology challenges that you see coming but are
not currently prepared to address?
20. Respondents to the 2010 IT survey identified the following issues as
priority challenges. Has your organization addressed any of these issues
in the last two years? (Check all that apply)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Online grantmaking/online donor services
Social media/social networking
Cloud computing
Document/records management
Security
21. Do you have a written strategic plan for technology?
(1) Yes – our plan has been updated within the last
year
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2007 Grantmakers Information Technology Survey
(2) Yes – but our plan has not been updated within the
last year
(3) No
22. How frequently does your organization have independent technology
audits by outside auditors?
(1) Never
(2) Annually
(3) Every other year
(4) No set Schedule
(5) We would like to conduct one but don’t know
where and how to arrange for one
23. What plans do you have for business continuity/disaster recovery
(BC/DR)? (Check all that apply)
(1) Nothing
(2) Documented but not up-to-date disaster recovery
plan
(3) Documented up-to-date disaster recovery plan
(4) Documented and tested disaster recovery plan as
part of organization’s business continuity plan
(5) Contract with a hot or cold site
(6) Contract for email continuity service
(7) Real time off-site replication
(8) Informal agreement with another
organization/location
(9) Remote access to BC/DR site
Application Software (Enterprise)
24. Which office application suite(s) are currently being used regularly?
(Check all that apply)
(1) Microsoft Office 2010
(2)Microsoft Office 2007
(3) Microsoft Office 2003
(4) Google Applications (e.g. Gmail, Google Doc, Google Spreadsheet, Google
Calendar)
(5) Microsoft 365 (online)
6OpenOffice
(7) Sun StarOffice
(8) Other
25. What is the primary accounting software or service that your organization
uses?
(1) Blackbaud Financial Edge
(2) Blackbaud FundWare
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(3) MicroEdge FIMS
(4) MicroEdge FoundationPower
(5) Microsoft Dynamics GP(Great Plains)
(6) Microsoft Dynamics NAV (Navision)
(7) Sage MIP Fund Accounting
(8) Oracle Financials
(9) Peachtree by Sage
(10)
Intuit Quickbooks
(11)
Quicken
(12)
Sage Accpac ERP
(13)
SAP
(14)
Serenic Navigator
(15)
Stellar Technology Solutions iPhi Core
Enterprise
(16)
Financial Force
(17)
NetSuite
(18)
Intuit Quickbooks Online
(19)
Lawson Accounting
(20)
Other
(21)
None at this time
26. What is the primary grants management software or service that your
organization uses?
(1) Altum EasyGrants
(2) Altum proposalCENTRAL
(3) Bromelkamp Akoya
(4) Bromelkamp Akoya
(5) ChesterCAP Dotche
(6) CloserWare Grantmaker
(7) CyberGrants
(8) Dulles Technology Partners WebGrants
(9) Foundant Technologies Grant Lifecycle Manager
(GLM)
(10)
Foundation Source
(11)
Fusion Labs GrantedGE
(12)
Good Done Great Grant Management
System
(13)
Grantium G3
(14)
GrantStream GrantRight
(15)
JK Group Grants Management
(16)
MicroEdge GIFTS
(17)
MicroEdge GIFTS Online
(18)
MicroEdge FIMS
(19)
MicroEdge FoundationPower
(20)
Oceanpeak Common Grant Application
(21)
NPower Foundation Connect
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2007 Grantmakers Information Technology Survey
(22)
(23)
(24)
(25)
(26)
(27)
(28)
(29)
(30)
(31)
(32)
PhilanTech PhilanTrack
SmartSimple GMS
Solpath Fluxx
Stellar Technology Solutions iPhi
WESTAF GrantsOnline
WizeHive Grant Manager
Zoomgrants
Other commercial
Custom developed in-house
None at this time
Planned within the next 18 months
27. What is the primary online grant application software or service that your
organization uses?
(1) Altum EasyGrants
(2) Altum proposalCENTRAL
(3) Bromelkamp eGrant.net
(4) OceanPeak Common Grant Application
(5) CyberGrantsDulles Technology Partners
WebGrants
(6) Foundant Technologies Grant Lifecycle Manager
(GLM)
(7) Good Done Great Grant Management System
(8) Fusion Labs GrantedGEJK Group eGrant
(9) MicroEdge Internet Grant Application Module
(IGAM)
(10)
NPower Foundation Connect
(11)
PhilanTech PhilanTrack
(12)
SmartSimple GMS 365
(13)
Solpath Fluxx
(14)
Other Commercial
(15)
Custom developed in-house
(16)
None at this time
(17)
Planned within the next 18 months
28. Has your foundation’s grantmaking software changed since 2010 or are
you planning to change your grantmaking software vendor within the next
18 months?
a. No change since last survey
b. Yes, changed since last survey
c. Plan to change within 18 months
29. What are your three highest priority improvements or enhancements to
your grants/gifts management system?
a. Access to the system via iPads
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b.
c.
d.
e.
f.
g.
h.
i.
j.
k.
l.
m.
n.
o.
p.
q.
r.
s.
Online grant application
Online donor portal
Move to the cloud
ACH or EFT payments
CRM
Data export to free mapping services
Electronic signatures
Online grantee reporting
Branching grant eligibility quiz
Electronic workflow
Document/records management
Integration to other software
Reporting
Dashboards
Measuring grant outcomes
Automated OFAC checking
Automated charity checking
Other, please specify
30. What is the primary document/records management software that your
organization uses?
(1) CA Record Manager
(2) EMC Documentum
(3) IBM FileNet
(4) HP TRIM
(5) Iron Mountain Accutrac
(6) Autonomy Interwoven
(7) Laserfiche
(8) Microsoft SharePoint
(9) OnBase
(10)
Oracle Universal Content Management
(11)
Open Text Vignette
(12)
PaperSave
(13)
Stellant
(14)
Xerox DocuShare
(15)
Other Commercial
(16)
None at this time
(17)
Planned within the next 18 months
31. What is the primary Patriot Act/OFAC verification software that your
organization uses?
(1) Attus OFAC Watchdog
(2) ChoicePoint Bridger Insight
(3) Equifax OFAC Alert
(4) MicroEdge Watchlist Plus
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(5) Oasis Group OFACSearch
(6) Regulatory Data Corporation GRID
(7) Other Commercial
(8) Custom in-house solution
(9) None at this time
(10)
Planned within the next 18 months
32. What online information services does your organization use? (Check all
that apply)?
(1) AIP Charity Watch
(2) BBB Wise Giving Alliance (Give.org)
(3) Charity Navigator
(4) GuideStar DonorEdge
(5) Factiva
(6) Foundation Center (Foundation Directory Online,
Philanthropy InSight, FC Search, 990 Finder)
(7) Foundation Search
(8) Good Done Great Grantr
(9) GuideStar (Basic, Select, Premium, Charity Check,
Analyst Reports, Grant Explorer)
(10)
GuideStar Charity Check
(11)
GuideStar Financial SCAN
(12)
InfoPlex DataPlace
(13)
LexisNexis
(14)
Tax Analysts
(15)
Regional Association of Grantmaker
nonprofit database
(16)
Other
33. What is the primary e-mail active archiving software that your
organization uses?
(1) CA Message Manager
(2) EMC Source One
(3) Postini Archiving Service
(4) Symantec Enterprise Vault
(5) Symantec Enterprise Vault - Service
(6) Autonomy Zantaz Enterprise Archive Solution
(7) Microsoft Exchange
(8) Other Commercial
(9) None at this time
(10)
Planned within the next 18 months
34. What Customer Relationship Management (CRM) software is your
organization currently using?
a. We’re using our grants management system
b. CiviCRM
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c.
d.
e.
f.
g.
h.
i.
j.
Dotche
InterAction
Microsoft CRM
Blackbaud Raiser’s Edge
Sage ACT
Salesforce
Other commercial
None
35. How would you best describe your foundation’s grants management
process?
a. Entire process is paperless
b. We’re a hybrid between paper and paperless
c. Entire process is paper-based
36. Does your foundation use dashboards and scorecards to monitor/measure
operational performance (cash flows, grantmaking process, program staff
workload) and/or program impact (grantee outcomes)? (please check all
that apply)
a. We have an operational dashboard/scorecard
b. We have a programmatic dashboard/scorecard
c. We plan to develop an operational dashboard/scorecard in the next 18
months
d. We plan to develop a programmatic dashboard/scorecard in the next 18
months
e. None/not planned at this time
37. What software does your organization use for operational dashboards and
scorecards?
(1) Office Suite (Word, Excel, PowerPoint)
(2) Business intelligence/data visualization tools (ie
Tableau Software)
(3) Reporting tools built into grants management
software
(4) Custom developed, based on SQL Reporting
(5) Custom developed, based on Crystal Reports
(6) SharePoint Reporting Services
(7) Sharepoint Performance Point
(8) Other
(9) None
38. What software does your foundation use to measure grantee outcomes?
(1) Office Suite (Word, Excel, PowerPoint)
(2) Business intelligence/data visualization tools (ie
Tableau Software)
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(3) Reporting tools built into grants management
software
(4) Custom developed, based on SQL Reporting
(5) Custom developed, based on Crystal Reports
(6) SharePoint Reporting Services
(7) Sharepoint Performance Point
(8) Other
(9) None
39. What software tools does your organization recommend for tablet users?
Check all that apply
(1) Clickview
(2) Citrix
(3) Concur
(4) Directors Desk
(5) DocstoGo
(6) Dropbox
(7) Evernote
(8) Flipboard
(9) GoodReader
(10)
Keynote
(11)
iAnnotate
(12)
Instapaper
(13)
Kuity
(14)
Numbers
(15)
OneNote
(16)
Pages
(17)
Quickoffice
(18)
Reminders
(19)
ToodleDo
(20)
TaskTask
(21)
TripIt
(22)
VMWare View
(23)
Wyse
(24)
Xmarks
(25)
Other, please specify
40. What software does your organization use to create an electronic board
book?
a. Adobe Acrobat
b. Boardbooks
c. BoardEffects
d. BoardVantage
e. Brainloop
f. Diligent Boardbooks
g. Other, please specify
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h. None
41. What software does your foundation use for .pdf commenting?
(1) None
(2) iBooks
(3) GoodReader
(4) iAnnotate pdf
(5) PDF HD
(6) Other, please specify
42. Are you currently using or planning to use within the next 18 months
Software as a Service for any of the following applications? (Check all
that apply in grid for Using, Plan to Use)
(1) Accounting
(2) Benefits/personnel management
(3) Customer/grantee relationship management
(4) Data backup
(5) Electronic board books
(6) E-mail
(7) E-mail Security
(8) Extranet
(9) Grants management
(10)
Online applications
(11)
Donor services
(12)
Mapping grantee location/geographic area
served
(13)
Payroll
(14)
Website
(15)
Sharepoint
(16)
Office Productivity Suite
(17)
Other
(18)
None
43. What open source software are you currently using or planning to use
within the next 18 months? (Check all that apply in grid for Using, Plan to
Use)
(1) CRM
(2) Desktop operating systems
(3) Server operating systems
(4) E-mail
(5) Grants management
(6) Knowledgebase
(7) Office productivity applications
(8) Web services (e.g., Apache, website content
management)
(9) Other
(10)
None
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Communications and Collaboration Software
44. For what purposes does your organization currently use or plan to use
within the next 18 months its public Website? (Check all that apply in
grid for Using, Plan to Use)
(1) Do not have a Website
(2) Publish non-searchable grant list
(3) Provide a searchable grants database
(4) Provide graphical representation (e.g., pie, bar,
map) of grant data
(5) Grant eligibility quiz
(6) Accept online letters of inquiry
(7) Accept online proposals and scholarship/grant
applications
(8) Accept online grantee reports
(9) Allow grantees to update their own contact
information
(10)
Enable users to subscribe/unsubscribe to Enewsletter
(11)
Provide grantees with a portal to share
information with each other online
(12)
Social networking
45. What are the primary components of your digital communications
strategy?
(1) Web site
(2) Facebook
(3) Twitter
(4) Youtube
(5) None
46. What is the primary Content Managed Website (CMS) software or service
that your organization uses?
(1) Blackbaud Net Community
(2) Bridgeline Digital
(3) Ektron
(4) Foundation Center Foundation Folder
(5) Microsoft SharePoint
(6) Stellar Technologies Neulogic
(7) Zope
(8) Other Commercial
(9) Custom developed in-house
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(10)
Drupal
(11)
Plone
(12)
Joomla
(13)
Site Core
(14)
Hot Banana
(15)
Wordpress
47. To what extent is your foundation using social media for foundationrelated business?
a. None
b. Used by very few staff periodically
c. Used by few staff
d. Used by some staff
e. Significantly used by staff
48. Why isn’t your foundation using social media? (check all that apply)(skip
to end of section)
a. Resistance from management
b. Concerns about lack of control
c. Concerns about security
d. Concerns that it’s not appropriate for foundation communications
e. Not enough time
f. Not interested
g. Insufficient technical bandwidth
49. Which social media sites does your foundation staff use as part of their
job? (check all that apply)
a. Facebook
b. Flickr
c. Friendster
d. Google Plus
e. Itunes
f. LinkedIn
g. Meetup
h. Myspace
i. Pinterest
j. Plaxo
k. Second Life
l. Social Cost
m. Twitter
n. Yahoo Groups
o. Yammer
p. You Tube
q. Other proprietary system
50. For what purpose does your foundation use social media? (check all that
apply)
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a. Connecting grantees with each other
b. Sharing information
c. Staying informed on relevant issues (following others’ tweets,
blogs, etc)
d. Increase transparency
e. Encourage discussion/collaboration
f. Communicating with the press
g. Collaborating with other foundations
h. Working with reviewers
51. Who in your foundation is using social media? (check all that apply)
a. IT staff
b. Communications staff
c. Program staff
d. Executive staff
e. Don’t know
52. For what purposes does your organization provide web Portals
(Intranets/Extranets)? (Check all that apply.)
(1) Do not provide web Portals
(2) Provide general administrative policy and benefits
information (e.g., HR, leave policy)
(3) Web links to useful references
(4) Online forms (e.g., travel expenses, petty cash
reimbursement, vacation requests)
(5) Board of Trustees materials
(6) Share information with working committees
(internal & external)
(7) Staff Directory (including photo, staff expertise,
etc.)
(8) Issue-based knowledge management
(9) Manage collaborative work processes
(10)
Job announcements and postings
(11)
Internal thought blogs
(12)
Posting meeting minutes
(13)
Serving as a Portal (e.g. to launch internal
applications)
(14)
Grantee to grantee collaboration
(15)
Foundation to grantee knowledge sharing
(16)
Project coordination (grantees)
(17)
Consultant project information
(18)
Donor portal
(19)
Donor advisor portal to suggest grant
53. How do you provide meeting materials to your committees and board?
(1) Mail hard copy
(2) Email documents
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(3) Foundation web site
(4) Foundation file sharing site (ie box.net,
BoardVantage)
(5) Foundation branded iPad app
(6) Foundation custom developed iPad app
(7) Choice of paper or electronic delivery
54. In addition to email and the telephone, which of the following tools do you
use to communicate/collaborate with individuals outside your
organization? (check all that apply)
(1) Webinar software (ie WebEx, Go to Meeting,
Ready Talk)
(2) Dedicated video conferencing (ie Polycom,
Tanberg)
(3) Instant messaging/chat
(4) Software-based video conferencing (ie Skype)
(5) None
(6) Other, please specify
55. What other collaboration technologies has your organization
implemented? (Check all that apply.)
(1) Search engine for aggregated foundation-wide
information systems
(2) Team workspaces/virtual communities
(3) Google sites and tools
(4) Blogs
(5) Wiki
(6) Tagging
(7) GIS mapping (e.g. Foundation Directory Online,
Philanthropy In/Sight)
(8) Podcasting
(9) RSS Feeds
(10)
None
Networking/Infrastructure Section
56. How often do you typically replace your desktop hardware?
(1) Every 1 year
(2) Every 3 years
(3) Every 4 years
(4) Every 5 years
(5) When it breaks
57. What computer equipment do you provide to most program/senior staff?
David – change to check one
a. Desktop computer
b. Laptop computer
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c. Thin client/zero client
d. Both desktop and laptop
58. What computer equipment do you provide to most operations staff?
a. Desktop computer
b. Laptop computer
c. Thin client/zero client
d. Both desktop and laptop
59. What mobile device equipment do you provide to most program/senior
staff?
a. Tablet computer (ie iPad)
b. Regular cell phone
c. Smartphone
d. Tablet and cell phone
e. Tablet and Smartphone
f. None
60. What mobile device equipment do you provide to most operations staff?
a. Tablet computer (ie iPad)
b. Regular cell phone
c. Smartphone
d. Tablet and cell phone
e. Tablet and Smartphone
f. None
61. Which statements describe your cell phone/Smartphone policy? (check all
that apply)
a. Foundation provides mobile device
b. Foundation has ‘bring your own device policy’
c. Foundation limits personal use of foundation-provided device
d. Foundation requires ability to wipe personal mobile device
e. Foundation requires email compatibility with Microsoft Exchange
f. Foundation pays service provider the full monthly service charge
for mobile device
g. Foundation reimburses employee for actual mobile device usage
h. Foundation reimburses employee based on a flat monthly rate for
mobile device
62. What percentage of the ongoing service cost does your foundation pay for
staff with mobile devices? Note to David – moved from further in
survey
(1) 0%
(2) 1 – 25%
(3) 26 – 50%
(4) 51 – 75%
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2007 Grantmakers Information Technology Survey
(5) 76 – 99%
(6) 100%
(7) 100%
63. Which Smartphone technologies do you provide technical support to staff
for? (check all that apply)
a. Blackberry
b. iPhone
c. Android
d. Windows phone
e. Other
f. None
64. How would you best describe your foundation’s infrastructure
environment?
a. Physical servers on-site
b. Physical servers off-site
c. Virtual servers on-site
d. Virtual servers off-site
65. How many physical servers does your organization have on-site?
66. How many physical servers does your organization have off-site?
67. How many virtual servers does your organization have onsite?
68. How many virtual servers does your organization have onsite?
Note to David – can these 4 questions be a grid?
69. Where is your web site physically located?
a. In the foundation’s onsite data center
b. In the foundation’s offsite data center (collocation)
c. Web hosting service provider
d. Corporate data center
e. Vendor data center
70. How often do you typically replace your servers?
(1) Every 1 year
(2) Every 3 years
(3) Every 4 years
(4) Every 5 years
(5) When it breaks
71. Which server operating systems are currently being used? (Check all that
apply)
(1) Microsoft Windows Server 2008
(2) Microsoft Windows Server 2003
(3) Microsoft Windows Server 2000
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(4) Linux
(5) UNIX
(6) Other
72. Which workstation/tablet operating systems are currently being used? (Check
all that apply)
(1) Windows XP
(2) Windows Vista 32 bit
(3) Windows Vista 64 bit
(4) Windows 7 32-bit
(5) Windows 7 64-bit
(6) Apple OS X
73. (7) Android Honeycomb
(8) Other
Which web browser software is currently being used on
workstations/tablets? (Check all that apply)
(1) Internet Explorer v8 or below
(2) Internet Explorer v9
(3) Firefox v11
(4) Firefox v12
(5) Google Chrome
(6) Safari
(7) Opera
(8) Other
74. What are your plans for migrating to Windows 8?
a. Migrate in 2012, as new workstations are purchased
b. Full migration in 2012
c. Migrate in 2013, as new workstations are purchased
d. Full migration in 2013
e. No plans to migrate
75. What software are you using or planning to use within the next 18 months
for virtual desktop?
(1) VMWare
(2) VDR
(3) Citrix Zen Desktop
(4) Other
(5) No plans for virtual desktop
76. How do you provide remote access to your systems? (Check all that apply)
(1) Remote control software (ex. pcAnywhere or
Windows XP Remote Assistance)
(2) Outlook Web Access (OWA)
(3) Virtual private network (VPN)
(4) Windows Terminal Services
(5) Windows 7 Remote Desktop
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(6)
(7)
(8)
(9)
Go to my PC
Citrix XenApp/Metaframe/Presentation Server
Secure Web browser (SSL)
No remote access
77. Which employees does your foundation allow to work from home?
(1) None
(2) Exempt (executive, program staff, etc.)
(3) Non-exempt (administrative support staff, etc.)
(4) All
78. Who are your foundations remote workers?(check all that apply)
(1) Staff traveling
(2) Staff working permanently from home
(3) Staff working occasionally from home
(4) Vendors/consultants
(5) Other
79. Please describe your telecommunications environment – now and for next
18 months. (Check all that apply)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
Onsite PBX switch
Hosted PBX
Voice Over IP
Hosted Voice Over IP
Hybrid PBX/ Voice Over IP
Unified Messaging
Desktop Video Conferencing
Video Over IP
80. What maximum speed of Internet bandwidth do you provide to staff in
your main office? (Choose the closest)
(1) 1-2 Mbit/second (T-1)
(2) 3-5 Mbit/second
(3) 6-9 Mbit/second
(4) 10 Mbit/second (Ethernet)
(5) 45 Mbit/second (T3
(5) 100 or more Mbit/second (Fast Ethernet)
81. Who provides your Internet connectivity?
(1) Cable company
(2) Internet service provider
(3) Other
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82. Have you had to increase your bandwidth due to the foundation’s use of
cloud services?
(1) Yes
(2) No
(3) Not using cloud services
83. What security measures do you currently have in place or plan to
implement within the next 18 months? (Check all that apply, with grid for
use or plan to use)
(1) None
(2) Physical security (e.g. server room locks)
(3) Written security policy
(4) Employee security training
(5) Hardware firewall
(6) Software firewall
(7) Intrusion detection system
(8) Content filter
(9) Spam blocking
(10)
Desktop virus protection
(11)
File server virus protection
(12)
E-mail gateway protection
(13)
Spyware blocking/malware
(14)
E-mail file attachments blocked
(15)
Restricted local administrator rights
(16)
Microsoft automatic updates turned on
(17)
Biometrics
(18)
Application white-listing
(19)
Proxy Internet access
(20)
Mobile device remote wipe
84. What is the primary Internet security software that your organization uses?
(1) Symantec Norton Internet Security
(2) McAfee Internet Security
(3) TrendMicro Internet Security
(4) Panda Internet Security
(5) ZoneAlarm Internet Security
(6) BitDefender Internet Security
(7) Kaspersky Internet Security
(8) Microsoft Security Essentials
(9) Other Commercial
(10)
None at this time
85. What is your network backup strategy? (Check all that apply)
(1) None
(2) Perform verified (with compare) backups daily
(3) Perform unverified backups daily
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(4) Test backup restoration process regularly
(5) Take backups home or someplace other than your
office
(6) Send backups off-site to a data storage facility
(7) Have data management and document retention
policy
(8) Use online ASP service for backup process
(9) Use co-location/managed services
(10)
Automatic backup of laptop data when
docked
(11)
No automated backup of laptop data
86. What primary backup method does your organization use?
(1) Backup to tape
(2) Backup to media or external drive
(3) Backup disk to disk
(4) Use Application Service Provider (ASP)
(5) Replication
(6) Hybrid (ie disk to disk and tape backup
(7) Cloud-based solution, including application service
provider_
(8) None
87. What do you use for automatic software distribution? (check all that
apply)
(1) None, users are on their own
(2) None, IT manually updates machines
(3) Microsoft System Center Configuration Manager
(replacement to Microsoft SMS)
(4) Symantec Altiris
(5) Avocent Landesk
(6) HP Client Automation
(7) KACE KBox
(8) Other, please describe
88. What wireless security do you have in place? (Check all that apply)
(1) No wireless network
(2) No wireless security implemented - unrestricted
access
(3) Wireless network is separate from organization
network
(4) Wireless WPA encryption
(5) Wireless WEP encryption
(6) Wireless Access points do not broadcast their
identifier (SSID)
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Thank You Section
89. Thank you for taking the TAG Technology Survey. We really appreciate
your participation in this year’s survey.
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