The Technology Request Planning Toolkit

The Technology Request Planning Toolkit is a practical guide designed to help academic leaders plan for new software requests, whether for scheduling, advising, or other academic needs. With a focus on thoughtful planning, it highlights the importance of collaboration with IT to avoid delays and ensure long-term success. Whether you're requesting new software or renewing existing tools, this checklist ensures your request is complete, realistic, and aligned with institutional goals.

It encourages institutions to lay a strong foundation by addressing key planning questions:

• Define the problem clearly — What specific student, staff, or scheduling issue does the software solve?

• Identify the primary audience — Knowing if it's for students, faculty, or staff helps plan for licensing and support.

• Outline key stakeholders and ownership — Who will lead the implementation and ongoing success of the software?

• Set a realistic timeline — Share any pressures related to term planning, registration, or onboarding.