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Director, Information Technology Services

Position Profile and Candidate Brief

February 2020

3080 Yonge Street, Suite 6060 | Toronto, ON | M4N 3N1| 416-271-4397 | www.LESP.ca

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Legacy Executive Search Partners 3080 Yonge Street, Suite 6060 Toronto, ON M4N 3N1

Introduction

I am delighted to be able to present to you this Candidate Brief for the Director, Information Technology Services position prepared on behalf of the Region of Waterloo.

I trust that this document will provide you with background information on the Region ofWaterloo, a position profile and candidate brief and an outline of the search process we will be leading on behalf of the Region.

Please feel free to contact me if you require any additional information about the position or need clarification on any aspect of the search process. Additional information about the Regionof Waterloo can be found on their web site at www.regionofwaterloo.ca.

On behalf of Legacy Partners and Corporation of the Region of Waterloo, I would like to thank you for your interest in this position and assure you of my prompt and fullest attention at all times.

Yours Sincerely,

Kartik Kumar Partner Legacy Executive Search Partners M:416 271 4397 www.lesp.ca

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Contents

Introduction .................................................................................................................................... 2

Regional Municipality of Waterloo Overview ................................................................................. 4

Strategic Plan for 2019 - 2023......................................................................................................... 5

Vision, Mission and Values ............................................................................................................. 5

Position Summary ........................................................................................................................... 7

Duties/Responsibilities: .............................................................................................................. 7

Working Conditions: ................................................................................................................... 8

Sensory, Mental, Physical Effort: ................................................................................................ 8

The Ideal Candidate: ..................................................................................................................... 10

Overview ................................................................................................................................... 10

Qualifications, Experience, Skills and Abilities: ...................................................................... 10

Key Competencies (Skills and Abilities) ........................................................................................ 11

Communications ....................................................................................................................... 11

Leadership ................................................................................................................................. 11

Service Delivery ......................................................................................................................... 11

The Timeline .............................................................................................................................. 12

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Regional Municipality of Waterloo Overview

The Regional Municipality of Waterloo, located in southwestern Ontario, consists of the Cities of Kitchener, Cambridge, and Waterloo (Collectively called the Tri-Cities), and the townships of Wellesley, Woolwich, Wilmot, and North Dumfries.

There are an estimated 600,000 people living in the Waterloo Region. This includes university and college students temporarily living in the region. Among the region's major private sector employers are Blackberry, Toyota Motor Manufacturing, Sun Life Financial, Manulife Financial, Challenger Motor Freight, Home Hardware Head Office, Loblaw Companies Ltd. and Automation Tooling Systems (ATS).

Major public sector employers include Waterloo Region District School Board, Region of Waterloo, University of Waterloo, Grand River Hospital, Waterloo Catholic District School Board, City of Kitchener, St. Mary's General Hospital, Cambridge Memorial Hospital, Wilfrid Laurier University, Conestoga College and City of Waterloo.

Waterloo Region is home to some of the largest technology companies in Canada and the world. It is the headquarters for eight of Canada’s largest technology companies: BlackBerry, Christie Digital Systems, COM DEV, Descartes, D2L, OpenText Corporation, Teledyne Dalsa and Sandvine. With the second highest density of startups in the world, there are over 1,400 tech companies that employ 23,000+ people.

The Region of Waterloo International Airport (YKF) is a full service, customer friendly facility. Located in neighbouring Breslau, the airport supports commercial, corporate and general aviation and the Waterloo Wellington Flight Centre is one of the largest professional flight training schools in Canada.

Spring, 2019 saw a new rapid transit solution in the Region of Waterloo, called ION and has:

• Light rail transit (LRT) between Conestoga Mall in the City of Waterloo and Fairview ParkMall in the City of Kitchener (19 km),

• Bus rapid transit (BRT) between Fairview Park Mall in the City of Kitchener and the AinslieStreet Terminal in the City of Cambridge (17 km), and

• 22 stops along the 36 km transit corridor.

As well, a high-speed rail system is in the planning stages between Toronto and Windsor, with a stop proposed for Kitchener, as one of the seven stops.

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Strategic Plan for 2019 - 2023

The Region’s Strategic Plan describes a future view of what we are working to achieve. It provides a common focus for Council and staff and helps guide priorities and ensure our programs and services address the needs of the community.

Conversations with residents took place through focus groups, leadership forums, telephone and paper surveys, meetings and online discussion forums in 2019.

Visit our Community Engagement page to see the results of the public engagement.

The 2019 - 2023 Strategic plan is now available:

• Read the Council report of the 2019 - 2023 Strategic PlanRead the Short version 2019 - 2023 Strategic Plan.Read the Long version 2019 -2023 Strategic Plan (includes Objectives and Actions)

Vision, Mission and Values

Our Vision: (What we aspire to) Waterloo region: an inclusive, thriving and sustainable region of connected rural and urban communities with global reach, fostering opportunities for current and future generations.

Our Mission: (What we do)

• We serve with caring and responsible public service.• We engage by listening and responding to community needs.• We inspire by conducting ourselves with openness to enhance public trust and

confidence.

Our values: (How we work)

• Service: Satisfy and build confidence• Integrity: Instill Trust• Respect: Value and recognize• Innovation: Make ideas happen• Collaboration: Involve and engage others

Learn more about government at the Region of Waterloo!

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Strategic Imperatives

As we work on actions, we will consider the following imperatives:

• Climate action – build corporate and community understanding of the climate crisiswith a focus on individual and collective responsibility and action. Include reducinggreenhouse gas emissions and increasing climate resiliency as key considerations inRegional decision making.

• Equity – pay attention to equity and deliver services that achieve equitable outcomesfor marginalized groups in order to produce transformational results.

• Partnerships – foster trusting relationships with people and groups to provide effectiveand excellent responses to community priorities.

• Balance of rural and urban communities – recognize the uniqueness, opportunities andneeds of our rural and urban communities.

• Efficiency, effectiveness and value for money – provide the most financially sustainabledecisions and solutions that provide value for taxpayer’s dollars.

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The Position: Director, Information Technology Services

Position Summary

Ensures the efficient and effective use of technology resources to help meet corporate, departmental, and divisional goals and objectives. Provides leadership and strategic direction to the corporation in the management, selection, use, and security of information technology assets. Directs policies and standards for service delivery and project prioritization, legislative compliance, acquisitions, and system integration. Balances resources to ensure optimal service delivery and technical support, as well as innovation. Builds relationships with ITS staff, program areas, and community partners (including area municipalities) to enhance service delivery and identify opportunities for technical innovation and business transformation.

Duties/Responsibilities:

• Supervises a Manager of Application Development & Support; Manager of InfrastructureManagement; Manager of Client Relations, Planning & GIS; and a program assistant. Indirectlysupervises unionized and non-unionized staff. Administers contracts with consultants andcontractors.

• Evaluates and develops technology strategies, operational plans, and investment plans thatalign technology with the service priorities and goas of the Region.

• Directs operation of the Division and ensures efficient use of resources while meeting themanagement performance standards of Council and the Corporate Leadership Team. Developsperformance, issue resolution, and effectiveness standards for the Division, and measurescompliance. Identifies and implements continuous improvements. Provides direction tomaximize and maintain efficiency of corporate technology resources.

• Works effectively in a collaborative manner with Senior Management Team peers, theCorporate Leadership Team, and regional staff. Effectively communicates informationtechnology strategies and plans to the organization.

• Directs project management, project portfolio/capacity planning, and project prioritization andrisk standards to ensure a corporate focus.

• Directs the planning, design, procurement, installation, supervision, and project administrationof new technology systems and applications. Directs maintenance and operational support fornetwork and infrastructure.

• Identifies/assesses new technologies to determine potential value for the corporation andmakes recommendations regarding integration and introduction.

• Reviews and approves major contracts for information technology services, hardware,software, and equipment. Identifies and provides recommendations to improve operationalefficiency and effectiveness through technologies that meet client needs and promotecorporate interests.

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• Oversees the creating and implementation of policies related to security, software acquisition,information management, network access, telephony, voicemail, and internet use. Developsstandards to control the proliferation of systems, ensure effective use of resources, and enforcesystem security policies and standards. Ensures technology acquisitions and business processescomply with corporate information management and privacy standards.

• Directs the design and implementation of technology components of the corporate businesscontinuity plan.

• Leads/participates in technology and economic development partnership initiatives involvingprivate and public sector organizations. Develops technology proposals for grants. Leads/workson teams to design and implement innovative initiatives.

• Participates on and provides technical and strategic advice to the Corporate TechnologySteering Committee (CTSC).

• Develops and monitors the Division’s operating budget ($13M) and 10-year capital plan ($11M).Assists program areas to prepare budgets for new technology, and maintenance/service fees.

• Provides recommendations/advice, writes reports, makes presentations, andnegotiates/champions ideas and concepts to the Commissioner, Corporate Leadership Team,Council and Committees, CTSC, other senior management, and related groups.

• Responds to requests for information from the public, professionals, politicians, and the media.Has contact with other levels of government when developing technology proposals andrepresents the Region on technology projects. Provides leadership on community-wide teamsto design and implement information technology solutions.

• Performs related duties as required.

Working Conditions:

Works in a standard office environment. Travels to meetings and work sites. Work is subject to deadlines and peak periods. Some contacts are resistant to change and upset regarding service levels.

Sensory, Mental, Physical Effort:

Spends 30% of the time using a computer. Spends 65% of the time in meetings or communicating with others. Spends 5% of the time travelling.

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Employee Count = 62

REGION OF WATERLOO

INFORMATION TECHNOLOGY SERVICES DIVISION

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The Ideal Candidate for Director, Information Technology Services

Overview

The Director, Information Technology Services at the Region of Waterloo requires a dynamic leader with strong political and technical acumen, exceptional interpersonal skills, and the ability to build and support collaborative teams, inspire loyalty amongst staff, as well as foster strong relationships with elected officials and government agencies.

Qualifications, Experience, Skills and Abilities:

The Ideal Candidate must have:

• Bachelor's degree/ Diploma in Computer Science or related field.

• Minimum 7-10 years progressive experience working in an IT Management capacity within theMunicipal / Broader Public Sector/ large multi-site unionized organization.

• Knowledge of information technology, data management, and communications principles andsystems, including business theory, government business processes, business risk and impactassessment methodologies, and laws and regulations as they relate to information technologyoperations and planning,

• Knowledge of and ability to comply with policies, procedures, collective agreements, andrelated legislation (e.g., information and privacy, accessibility, security, health and safety).

• Knowledge of corporate security policies, procedures, standards; server hardware andoperating systems design and development, business recovery systems, and corporate services(e.g., email, directory, content management, enterprise resource planning).

• Knowledge of demand and capacity planning, strategic alignment, resource management, andsupplier management. Knowledge of project management techniques, change management,business transformation, and strategic and technical planning.

• Knowledge of database technologies, architectures, operational requirements, andimplementation strategies, as well as application development platforms and methodologies,and system administration practices.

• Technical knowledge of current network architectures, personal computer and mobileoperating systems, network communication protocols and telephony technologies, enterprisearchitecture.

• Leadership, human relations, facilitation, negotiation, and continuous improvement skills todirect, develop, motivate, and support staff; present issues and reports to Corporate LeadershipTeam, Corporate Technology Steering Committee (CTSC), staff, Committee and Council;represent the Division on committees; conduct meetings and deliver high quality presentations;balance priorities and objectives in a political environment; and participate as an effective teammember.

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• Ability to write clear and concise reports to Committees, Council, and senior management, aswell as policies, letters, and other documentation requiring complex descriptions andexplanations for consultants, provincial Ministries, and external agencies.

• Must provide an acceptable Police Information Check (PIC) Level 2 for bondability.

• Ability to travel within and outside Waterloo Region.

• Ability to adjust schedule or work additional hours on weekends and evenings to respond toemergencies and Councillors.

• Ability to support and demonstrate the Region’s values.

Key Competencies (Skills and Abilities)

Communications ● Ability to articulate a vision for IT to the staff, senior management team and Council alike.● Strong ability to communicate verbally and in written form.● Strong presentation skills.● Strong interpersonal and communication skills with proven ability to establish positive

partnerships and work in a leadership role within a trans-disciplinary organization.● Ability to build and support collaborative teams as well as foster strong relationships with the

senior management team.● Ability to communicate effectively with Council and various other levels of Government

officials using diplomacy and tact. Strong political acuity required.● Ability to communicate/ negotiate effectively with external consultants.● Ability to anticipate, understand and respond to the needs of clients, stakeholders and staff.

Leadership ● Having the ability to lead with integrity and inspire the team.● Having the ability to provide strategic, administrative, and financial planning for the division.● Collaborative and participative leadership style and having the ability to deal effectively with

the internal and external stakeholders, including peers and other Directors within the Region.● Leading by example and expecting the same from others.● Recognizing accomplishments and collaborating with others to realize shared outcomes.● Enabling others to be their best and sharing the vision so they can look forward to the future.● Having the ability to support and project the organization’s core values of trust, respect,

collaboration, change and growth.● Advance ability to provide effective and supportive supervision, both directly and indirectly.

Service Delivery ● Ability to evaluate service delivery and identify opportunities for greater efficiency,

sustainability and improve quality of services.● Ability to work with different stakeholders within the region to develop common goals and

best practices.

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The Timeline

The position of Director, Information Technology Services is currently vacant, and the Regional Municipality of Waterloo is looking to make an appointment at the earliest opportunity. It is anticipated that shortlisting of candidates for interviews will take place around middle of March 2020 with interviews being conducted at the end of March 2020/ First week of April 2020.

I trust that this Position Profile and Candidate Brief has enabled you to decide whether the position of Director, Information Technology at the Regional Municipality of Waterloo is one that interests you. If you wish to be considered for the position, please forward a cover letter and your resume by email to Kartik Kumar at waterlooit@lesp.ca. Please be assured that any information that is shared with Legacy Partners will be treated in the strictest confidence and shared only with the client for the purposes of this search.

Thank you once again for your interest.