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Digital technologies increasingly have a role in supporting resilience efforts, but how you decide whether a technology might be relevant to your project and whether a digital technology provider is right to meet your needs? We have developed an Excel-based Digital Technology for Resilience Planning and Due Diligence Tool to help you with exactly that.
This tool intends to help resilience practitioners like you
- better plan for how to use a particular digital technology in your projects and programs,
- as well as to provide a framework on how to conduct a basic level of due diligence on digital technology providers that you have already identified as potential partners.
Since this tool has been optimized for use in Microsoft Excel, we recommend that you download it to use it, rather than simply viewing it online or converting it into a Google Sheet. Read below for more details or download the tool in Excel to get started.
More about this tool
The Digital Technology for Resilience Planning and Due Diligence Tool consists of three primary components:
- Planning, which aims to help you think through how the digital technology you are thinking of using aligns with the needs of your organization, the intended users of the technology, and your resilience objectives; factors related to achieving your desired scale and impact; and implementation considerations you will need to keep in mind to increase the chances of success.
- Due Diligence, which aims to help you assess how a potential digital technology provider aligns with your needs. This accompanying questionnaire includes questions that you may want to ask technology providers to gather the information you will need to complete the due diligence tab.
- Summary, which provides a dashboard look at key data points from the Planning and Due Diligence tabs. It is intended to help you to share your findings with other colleagues who may not be interested in all of the details contained in those two tabs.
To get started right away, download the Excel version of the tool. We've also developed a PDF version that you can print out on A1 paper to work on with your team first before transferring your content into the Excel version.
Once you download the Excel version, we recommend you start off in the tab called Guidance - READ ME FIRST as that will provide you with more details on how to use the tool itself.
After that, you'll want to start by completing the Planning tab first. Once you have gathered data on potential technology providers, input that data and your analysis into the Due Diligence tab.
Please note that this tool is not meant to replace your formal planning and/or solicitation processes, but rather as a supplemental aide to help you to conduct further analysis. If you are planning on using this in conjunction with your procurement process, we recommend only using the due diligence tab on shortlisted technology providers, rather than on all applicants.
Additional information
This version of the tool was last updated in June 2018, based on feedback from 19 different organizations. The tool is meant to be living document, so if you use it, let us know what worked well and what didn't. If you make any modifications, we'd be happy to host your version, particularly translated versions, on this site. Please email modified versions and/or any feedback to Josh Woodard.
If you happened to really like the draft version of the tool that was launched in 2017, you can find it here: draft due diligence tool along with accompanying questionnaire. Note that we are no longer actively supporting use of this version.
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