Goldstein & Associates

IT AssessmentLiaison OrientationOctober 2010

Project ObjectivesTake a snapshot of current stateDevelop framework for re-

balancing services◦Immediate opportunities◦Principles for the future

Strengthen key enablers including governance, priority setting and funding practices

PlanPhase Marc

hApril May Jun

eJuly Aug Sep

tOct No

vDec/Jan

Feb/ Mar

Pre-project planning

Design analysis/ Interviews

`

Gather quantitative and qualitative data

Analysis

Discuss results

Design Improvements to Governance

Recommendations & Action Plans

Structure

Project Advisory

Committee

Work Team

Project Executiv

e Committ

ee

Technology Provider

Input

Faculty, Student and Staff

Input

Data Collection EffortSnapshot of University’s total IT

investmentInvolves all parts of the

UniversityCollects three kinds of data

◦Commitment of staff by activity◦Spending by type of expenditure◦Services by IT organization

How the Data Will Be UsedFind opportunities to better utilize

total IT resources through the creation of additional common services.

Identify gaps in service or resources that are making it difficult for departments, colleges or campuses to meet IT needs.

Discover internal best practices by providing a basis to compare IT services and investments among units.

Role of the LiaisonPlan and coordinate the data

collection effort for your area.Serve as a liaison to the project

work team.Identify issues and questions

during the data collection process.

Assist us to interpret the data for your area.

Data Collection Process

Liaison Orientatio

n

Structure Data

Collection

Assemble Local Team

Collect Data

Review with

Project Team

Timeline•Data collection can begin right away•Data is due to the project team by November 22

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Data Collection StructureAreas with large or

multiple IT groups will want to sub-divide the data collection effort

Web tool can support two levels

Excel templates will be provided to areas that need three or more levels of hierarchy

Area

Unit 1 Unit 2 Unit 3

Sub-unit 1

Sub-unit 2

Data Collection AidsList of IT personnel Summary expenditure report

from IBISExcel templatesDefinitions of terms

ITS Consultants and project consultant will be available throughout the process to support liaisons.

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Data Collection FormsPersonnel -

https://www.decisiondirector.com/surPEN1-PA.asp

Expenditures - https://www.decisiondirector.com/surPEN1-NPE.asp

Services - https://www.decisiondirector.com/surPEN1-SS.asp

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