it strategic plan open house dave wallace, cio, andrea chappell and the team
TRANSCRIPT
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IT Strategic PlanOpen House
Dave Wallace, CIO,
Andrea Chappell
and The Team
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The IT Strategic Plan Project
To create an Information Technology (IT) Strategic Plan to advance the state of IT to meet the opportunities for University of Waterloo over the next 5 years.
A uWaterloo IT Strategic Plan, not an IST plan! Where IT should head together.
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Today’s agenda
• Summary of activities to date• The IT Strategic Plan governance• The Strategy Map• Samples of early findings• Prioritization• Your suggestions• Next steps
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Activities to date
• September: Planning and organization• October: Info gathering in advance of
consultations• November, December: Consultations and
strategy model development (Strategy Map)
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Governance
Project 1 Project 2 Project N
Exec Advisory Group
Provides advice on University directionsAdvises on overall Strategy
Uni
vers
ity S
take
hold
ers
UCIST/Steering
Provides direction on strategy map (Vision, Mission, Principles)
Task Force Team
Provides parameters of Plan’s results (“Shape” of outcomes)
IST Directors Team
IST Mgmt Team
New and existing projects align to Strategic Plan results.
CTSC
Provides advice on Plan implementation
Exte
rnal
Res
ourc
es
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Two pronged approach
• Top down– The Strategy Map model
• Bottom up– Existing data and consultations (listening)
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The Strategy Map
• Visual representation of main elements of strategy:– Mission, Vision, Values– Strategic Objectives (where you want to go,
how you want to be)– Stakeholder promise (Walmart, Apple, or Four
Seasons?)
• Also, associates performance indicators
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Our Purpose (Mission): Evolve an exceptional, innovative IT environment to enable
engagement, creativity, and impact.
Our Goal for 2018 (Vision 2018): Enable the University’s mission through exceptional
learning, teaching and research environments.
V4.1 Draft uWaterloo
IT Community
CORE VALUES
Stakeholder
Internal Process
Organizational Capabilities
Resource Management
Our Promise to Our Stakeholders: Inspiring and supporting the University of Waterloo through technology leadership and excellence.
Enable the optimization of administrative processes across campuses
Enable the achievement of uW teaching and student life-learning objectives
Enable the achievement of uW research and scholarship objectives
Optimize the user experience
Exchange accessible, high quality data and information when, where, and how needed
Enable timely access to the right integrated, cutting-edge information technologies
Build a cohesive, knowledgeable IT community across the campus
Build a culture of pro-active support and technology leadership
Take an University-wide perspective to IT
Build collaborative relationships with our Stakeholders and each other
Make the necessary technology infrastructure and resource investments
Optimize the allocation and use of our financial, technology, and human resources
Understand the needs of our Stakeholders
Continuously improve and optimize IT processes,
workflow, and platforms
Define IT accountabilities, responsibilities and authorities, available resources, and supports, and
clearly communicate this to our Stakeholders
Maintain a secure, reliable, and useable information and technology environment
Understand, foster and leverage trends and
innovations in information technologies
Ensure data security, integrity,
and privacy
Provide knowledgeable, pro-active insights, advice,
and solutions through effective governance
Service Openness & Collaboration Knowledge & Creativity Operational Excellence
Take a design approach to IT development and implementation
Be easy to do business with
Enable University outreach activities
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Balanced Perspective
• Stakeholders (people who use IT services)• Internal Processes (what we do)• Organizational Capabilities (skills,
capacity)• Resource Management (the money)
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Stakeholder Perspective
• Who are our stakeholders?
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Stakeholder Perspective
• Our identified stakeholders:– Faculty– Students– Staff– Outreach areas (employees, alumni,
prospective students, etc.)
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Stakeholder Perspective
Stakeholder Enable the optimization of administrative
processes across campuses
Enable the achievement of uW
teaching and student life-learning objectives
Enable the achievement of
uW research and scholarship objectives
Optimize the user experience
Enable University outreach activities
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Internal Processes
• Internal Processes– how IT runs at Waterloo
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Internal Processes
Internal Process
Exchange accessible, high quality data and information when,
where, and how needed
Enable timely access to the right integrated, cutting-
edge information technologies
Understand the needs of our
Stakeholders
Continuously improve and optimize IT processes,
workflow, and platforms
Define IT accountabilities, responsibilities and authorities, available resources, and
supports, and clearly communicate this to our Stakeholders
Maintain a secure, reliable, and useable information and technology environment
Understand, foster and leverage trends and
innovations in information technologies
Ensure data security, integrity, and privacy
Provide knowledgeable, pro-active insights, advice, and solutions through effective
governance
Take a design approach to IT development and
implementation
Be easy to do business
with
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Organizational Capability
• Organizational Capabilities– employee development and IT overall
improvement– people are the main resource
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Organizational Capability
Organizational Capabilities
Build a cohesive, knowledgeable IT community across
the campus
Build a culture of pro-active support
and technology leadership
Take an University-wide perspective
to IT
Build collaborative relationships with our Stakeholders and each other
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Resource Management
• Where you spend money (people salaries and development, computers, software, etc.)
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Resource Management
Resource Management
Make the necessary technology infrastructure and resource
investments
Optimize the allocation and use of our financial, technology, and human
resources
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Are we (getting) there yet?
• Measurements!• How do we measure what we do?• How will we measure what progress we’re
making (or not)?• Next step is to identify these measures ..
the balanced scorecard
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Balanced scorecard – metrics• Stakeholders
– How well satisfied and served they are by IT processes directed to them
• Internal processes– Are IT services answering requirements (mission)
• Organizational capability– Where to focus training, mentoring, communications
• Resource management– Timely and accurate funding data needed
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Your feedback on the Map
• Are there elements missing?• What items seem the most important on
the Map?• Would you find this useful to refer back to?• How might you use this in your area?• Other comments?
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Our Purpose (Mission): Evolve an exceptional, innovative IT environment to enable
engagement, creativity, and impact.
Our Goal for 2018 (Vision 2018): Enable the University’s mission through exceptional
learning, teaching and research environments.
V4.1 Draft uWaterloo
IT Community
CORE VALUES
Stakeholder
Internal Process
Organizational Capabilities
Resource Management
Our Promise to Our Stakeholders: Inspiring and supporting the University of Waterloo through technology leadership and excellence.
Enable the optimization of administrative processes across campuses
Enable the achievement of uW teaching and student life-learning objectives
Enable the achievement of uW research and scholarship objectives
Optimize the user experience
Exchange accessible, high quality data and information when, where, and how needed
Enable timely access to the right integrated, cutting-edge information technologies
Build a cohesive, knowledgeable IT community across the campus
Build a culture of pro-active support and technology leadership
Take an University-wide perspective to IT
Build collaborative relationships with our Stakeholders and each other
Make the necessary technology infrastructure and resource investments
Optimize the allocation and use of our financial, technology, and human resources
Understand the needs of our Stakeholders
Continuously improve and optimize IT processes,
workflow, and platforms
Define IT accountabilities, responsibilities and authorities, available resources, and supports, and
clearly communicate this to our Stakeholders
Maintain a secure, reliable, and useable information and technology environment
Understand, foster and leverage trends and
innovations in information technologies
Ensure data security, integrity,
and privacy
Provide knowledgeable, pro-active insights, advice,
and solutions through effective governance
Service Openness & Collaboration Knowledge & Creativity Operational Excellence
Take a design approach to IT development and implementation
Be easy to do business with
Enable University outreach activities
![Page 23: IT Strategic Plan Open House Dave Wallace, CIO, Andrea Chappell and The Team](https://reader035.vdocuments.site/reader035/viewer/2022062619/5516d1b25503469d338b4570/html5/thumbnails/23.jpg)
Bottom up: Existing Data
• Mid Cycle Review data (lots of IT comments)
• CIO search (interviews with ~100 area leaders)
• Faculty Strategic Plans (Eng, Math done)• Evolving departmental Strategic Plans• Various student feedback
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Bottom up: Consultation so farAdmin areas:• Housing Managers• Library• Registrar’s Office• Student Info Sys Cross-Fn
Faculty member groups:• Environment Admin Group
Student groups:• Engineering Student Society• FEDS• Grad Student Assoc.
IT Groups:• Arts• Engineering• IST (7 groups)• Math, CS (MFCF, CSCF)• Science• IT CommitteesUpcoming: • Admin grp IT reps• Online learning areas• IAP• Arts staff• Eng sys admins …• https://uwaterloo.ca/it-strategic-
plan/consultation-schedule
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8 Emerging Themes for IT1. Enabling Research – common services, local specialty
support
2. Supporting Student-Life – services, support to student use of technologies in life and study, environment for expanding learning
3. Enabling the Learning Environment – IT services and support for technologies in their application to the learning environment
4. Information Management –access to information to facilitate use of data, while maintaining security and privacy
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Emerging Themes for IT5. Governance – transparent, effective, participatory
decisions
6. Supporting Business Processes – support admin functions by providing effective, efficient, and user friendly applications
7. Re-focusing Client Service – focus our decisions, support, and evolution of technologies in collaboration with our users
8. Campus Integrations – enable collaboration in IT support and development in our design and architecture; federated IT
“Reputation” – embedded throughout
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Early emerging “things to do”
• Some ideas in theme areas from existing data (gaps, strengths to build upon, risk areas, etc.)
• Other “Things to do” examples have come from consultations
• NOT complete or final, examples only!
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Samples of early findings• Supporting students at risk & student success, with
broad data• Equalization and standards in the learning environment • Open(ing) data• IT portfolio management and alignment• Horizon technology planning• Software licenses/procurement and online distribution• Community communication strategy• Training and dev for IT staff growth and campus benefit• Knowledgebase …
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Activity 1: Prioritization Criteria
Group work … yeah! See worksheet.
1. Work in groups of about 4.
2. Discuss how to prioritize “things to do”.
3. Fill in at least 3 criteria for prioritizing “things to do” in the table 1.
4. Report back.
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Prioritization Ideas• Balance low hanging fruit and big proj
– Biggest stressors and quick wins
• Short term solutions where needed• Input for prioritization (stakeholder needs)
– Biggest bang for buck (campus wide); cascade impact for client
• Timing – what’s “ripe” now or other scheduling mandate• Money & cost/benefit – risk of NOT doing something• Need vs want (fit to U mission) – U’s objectives• Enhances collab and reduces silos • Overall enhancement of the IT environment (e.g., innovation, rep)• Legislation, policy (mandated)
– Also, safety
• Where are decisions being made (e.g., upgrading to Smartboard)
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Prioritization Ideas
1. Mandatory changes, e.g., from ON Gov’t, uW President/Provost, audit or "edicts"
2. “Biggest bang for the buck”
3. New uW-wide opportunities (new tech, governance, leadership)
4. Unique opportunities (one Faculty)
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Activity 2: Top 5 “Things to do”
Work in your group.
1. Consider the sample list of “things to do”.
2. Identify your group’s top 5 priorities, indicating why, in what time frame. Record them in the table 2.
3. Report back.
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“Things to do” – your ideas?
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Next steps
• December and January:– Continue consultations (wrap up end Dec.)– Analyze data for “things to do”– Work on metrics, ToC and body of Plan
• By February: First Draft Strategic Plan• Feb/Mar: Communications, refinements• End April: IT Strategic Plan – work starts!
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Thanks to the Team!
The web site lists people working on the Task Force, UCIST (the Steering committee), and our Executive Advisory group.
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How to stay involved
• Contact us:– [email protected] (CIO)– [email protected] (Project lead)
• Web site:– https://uwaterloo.ca/it-strategic-plan– Survey on the site
• Watch for the draft Plan in February 2013– Feedback and comment through web site