Defining a Technical Support Strategy
What are the ICT services provided? What technology is required? What resources are required?
A technical support strategy should give consideration to how technical support functions will be provided. 


Technical support also requires some form of leadership and control to maintain the technical support strategy and ensure that the people involved keep to it.

What are the ICT services provided?
Services are the ICT systems that are used in the learning environment and to support the school's administration.  It is important to understand what services are to be supported when defining the technical support strategy as these determine the technology requirement.

Services should be defined in the overall ICT Strategy.  Start by finding out if there is an overall ICT Strategy that includes details of the services required and planned.  In an ideal world this will have been agreed across the school and have been committed to paper but it may be that it has developed without a paper trail or that there is no clearly defined strategy at this stage.  Ask the headteacher or person responsible for ICT in the school what they have in terms of overall strategy. An ICT School Development Plan may give some indication of the plan.

Alternatively, if you are responsible for ICT strategy and there isn't one as yet, start by documenting the following important factors:
    • What ICT systems are actually in use?
    • What are these ICT systems for?
    • Who uses them?

Use the ICT strategy or your initial information gathering to define the requirements of technical support and use this early stage in the process to build an ongoing relationship with the appropriate representatives of the users.

What technology is required?
Technology is the hardware and software that make up the services.  It is important to understand what technology is required so that it is clear what has to be supported and what skills are required.

Technology may be defined in an overall ICT Strategy or in the Technical Support Strategy. 

If Technical Support are required to determine technology requirements they also have an opportunity to take into account what will be needed to support it.  A small team must consider the impact on resources of technology selection.

Tips on planning for new technology
Tips on supporting the technology you have
  • Try to select a small range of manufacturers and models to keep the technical knowledge and spares required to a minimum
  • Try to select popular products that are widely supported outside the school
  • Try to plan the bigger picture and consider the requirements of the whole school and the potential for sharing rather than focus on individual requirements
  • If you have a variety of different hardware and software a third party maintenance or support supplier can be a good option as they are more likely to have the broad range of skills required
  • Remember that third parties will need to be involved in any changes you plan - they will need to agree its ongoing support and this may affect the cost
  • A larger, non-specialist supplier may be a good choice if you want to redesign your infrastructure as they may have a wider range of experience and skills covering diverse equipment types
  • Try and use a supplier who understands the education environment

What resources are required?
Resources are the people, time and money involved in supporting the technology and the services. It is important to understand the resource requirement to assist with deciding on staffing levels and what is supported in house or by external suppliers.

The resource requirement is determined by the services and technology to be supported.  In an environment where resources are limited it is important to consider the support requirements of ICT and take this into account when developing the overall strategy for ICT services and technology. Technical support can therefore make an important contribution to the overall strategy.

Because resources are limited it is important to consider all resourcing options, both in considering what services and technology are required and as a result of services and technology having already been implemented.  These are explored in more detail in the following sections:


If you have a limited amount of resource and a large amount of work click on the link below for a method of allocating that resource:

In-school technical support staff
Ideally a school should have some level of technical support.  This may range from part- time responsibility for co-ordinating ICT requests and liasing with technical suppliers through to a technical support team of technicians, network managers, and so on.

If you have some in-school technical support staff but not enough to comfortably support everything, they should:
  • concentrate on core activities, i.e. the main ICT systems in use or the most important ones - consider outsourcing for anything else
  • have agreed priorities of types of work, e.g. 1 fixing incidents, 2 installing new equipment, 3 training others in ICT
  • not be spread too thinly - provide consistent levels of support by ensuring that two people are both skilled across a carefully defined range rather than having two specialists who cannot provide cover for each other.  If specialisms are unavoidable ensure that these apply to non-core activities.

Involving the rest of the school in technical support
The rest of the school can take part in technical support and this may be a way of agreeing ways of providing support for diverse equipment or filtering the resolution of incidents.

Here are some of the things that the rest of the school can become involved in if appropriate:

Being a 'super- user'
A network of general super-users can provide a level of logging, filtering and resolving of incidents and requests.  This can help to create a virtual helpdesk and can be particularly useful in schools with multiple buildings or sites
Being a 'specialist'
A one-off piece of equipment used only by the science department may be best supported by the science department
Being a 'technical author'
If training teachers or pupils in the use of software is part of your responsibility you may be able to share the workload by asking your students to write "How to" guides to help other users - it will help them consolidate their own learning too

Collaborating and sharing resources with other schools
Other schools can be a useful source of additional resources and it may be possible to create a mutually beneficial relationship. 

Here are some of the possibilities:
  • Collaborating with other schools in the area to create a virtual ICT technical support team
  • Collaborating with other schools to create a virtual Service Desk
  • Collaborating with other schools to buy in technical support services that are shared
  • Sharing spares and storage spaces with local schools
  • Providing off site storage for backup tapes for each other
  • Agreeing to provide loan equipment or temporary space for each other in an emergency
  • Developing strategy with other schools

Don't forget that it is easy for disagreements and misunderstandings to arise though, especially when money is involved.  It will be necessary to reach formal agreement on some of these.

Using suppliers for technical support
Suppliers will always be required for the purchase of hardware and software.  They can also be a useful source of technical knowledge about the products they sell or they may provide specialist technical support services.

Suppliers can be useful for providing a number of services:

Contracting out
Contracting out of some services entirely on a permanent basis may be an option. This removes the need for any participation in the process by the school and might be applied to asset management for example.
Outsourcing
Outsourcing of technical support is really a partial contracting out - you still need to use the ICT equipment yourself and you are dependent upon the level of service provided by the outsource company.  This needs to be carefully managed.
Support or maintenance contracts
Entering into 3rd party contracts for support or maintenance can be cost effective for specialist equipment or services.
Temporary services
Filling of temporary requirements using bought in services, for example holiday cover or a temporary need.  This can be a costly solution if it becomes a full time requirement but can provide cost effective flexibility when needed.
Consultancy
Consultancy should be kept for one off exercises such as the setting up of new equipment or the installation of software.


Getting the best from suppliers (TT5184)
Cultivate your suppliers and get the best from them.  The table below shows how you might do this.

Build good relationships
If you build a good rapport with suppliers, you may be able to use their knowledge from time to time as a third level resource.
Provide good documentation
If your suppliers support your systems, good technical documentation will endear you to them.  Ask them what they need.
Give enough notice
Make sure you know how much lead time your suppliers need to meet your requirements.  Don't spring things on them - ask them what they need.
Transfer skills
Enhance local knowledge and free up your supplier's time by asking them to transfer appropriate skills to your own staff.  Be realistic about what is possible though - in house staff need to have time to assume additional tasks or roles and trying to acquire all skills internally may be counter-productive if core services are neglected as a result.
Ask their advice
If you are planning changes to your ICT, ask your supplier(s) for their technical advice.  They may have important knowledge to share but remember to stay in control when it comes to purchasing.
Establish a common understanding
Help to ensure a common understanding of agreements by producing a 'working practices' document.  This should be a plain English document that describes the expectations of all parties and used to remove assumptions in the day-to- day working relationship.
Benefit from their experience
Talk to suppliers about any processes you are considering implementing, e.g change management, if they are responsible for your changes - they may be able to extend their own processes to you.
Be professional
Ensure that the right level of formality exists between the school and the supplier - if they provide you with an ongoing service contracts need to be in place.
Welcome them
Help to build familiarity between supplier representatives and school staff by accompanying new technicians, introducing them to key staff and ensuring that they have what they need.

Other resources
Solutions to limited resources do not have to be people oriented.  A little lateral thinking can generate some alternative ways to spread responsibility for technical support.  The table below suggests some possibilities.

Spares
Consider the cost of some spares versus the cost of a fast response support contract.  It may be cheaper to swap out faulty equipment and fix it over a longer period of time.
Documentation
Help users to help themselves by producing a User Handbook giving simple diagnostic techniques and instructions for non- technical tasks such as changing a toner cartridge in a printer. 
This is explored in more detail in the Tools section of this introduction.

Technique for resource allocation
The following technique can be used to allocate resources to tasks.

Step 1
Identify all the tasks to be carried out in a given period such as a school term
Step 2
Estimate the person-time required for each task
Step 3
List the tasks in priority order and note the amount of person- time required alongside
Step 4
Calculate the amount of person-time available in the given period = number of people available x number of hours available
Step 5
Starting at the top of the list of tasks accumulate the person- time required until the total matches the person-time available
Anything beyond this point is unachievable

Keep the list up to date with new requirements and review priorities regularly.

Download a Resource Allocation Template (see attached) for this technique.

See related topics and documents