The IT Strategic Plan: Top Down and Bottom(s) Up
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Transcript of The IT Strategic Plan: Top Down and Bottom(s) Up
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The IT Strategic Plan: Top Down and Bottom(s) Up
Andrea Chappell, ISTProject Leader
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The Evolving Plan• Top down approach: Strategy Map• Bottom up approach: Consultations• Examples of what’s emerging• Bringing it together, with Prioritization• Are we (getting) there yet? Alignment with
measures
#watitis2012
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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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Top down: Strategy Map• Visual representation of main elements of
strategy:– Mission, Vision– Strategic Objectives (where/how you want to
go)– Values
• Also, associates performance indicators
#watitis2012
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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 Scorecard• Performance measurement for the four
main perspectives– Stakeholders (people who use IT services)– Internal Processes (what we do)– Organizational Capabilities (skills, capacity)– Resource Management (the money)
#watitis2012
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Stakeholder Perspective• Our identified stakeholders:
– Faculty– Students– Staff– Outreach areas (employees, alumni,
prospective students, etc.)• How well satisfied and served they are by
IT processes directed to them
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Stakeholder Perspective
#watitis2012
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– metrics help determine whether services are
answering requirements (mission)
#watitis2012
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Internal Processes
#watitis2012
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
– where to focus training, mentoring, communications
#watitis2012
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Organizational Capability
#watitis2012
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• On what you spend money (people
salaries and development, computers, software, etc.)
• Timely and accurate funding data needed
#watitis2012
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Resource Management
#watitis2012
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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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
#watitis2012
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Emerging Themes for IT1. Enabling Research – common services, local specialty
support2. 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
decisions6. 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 (Design/Architecture) – opportunities to enable collaboration in IT support and development; federated
“Reputation” – embedded throughout
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Bottom up: Consultation so farAdmin areas:• Environment Admin Group• Housing Managers• Library• Registrar’s Office• Student Info Sys Cross
FunctionalStudent groups• Engineering Student Society• FEDS• Grad Student Assoc.
IT Groups:• Arts• Engineering• IST (7 groups)• Math, CS (MFCF, CSCF)• Science• IT Committees: CTSC, Student
Technology Advisory, FACCUS• Upcoming:
#watitis2012
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Emerging “things to do”
• Some ideas in theme areas from existing data
• Other “Things to do” examples have come from consultations
• NOT complete or final, examples only!
#watitis2012
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Example “Things to do”• Supporting students at risk & student success, with broad data• Equalization and standards in the learning environment • Open(ing) data• Business Intelligence plan• Document management plan• IT portfolio management and alignment• Horizon technology planning• Software licenses/procurement and online distribution• Community communication strategy• Training and development for IT staff growth and campus benefit• Knowledgebase
#watitis2012
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Bringing it together• End January 2013, a first draft of the Plan• Mid February, published to Waterloo
community– Another opportunity for feedback on what we
heard, what is in the draft• April – final first plan, “living document”
that will be reviewed and renewed
#watitis2012
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How will we know if we’re “there”?
• 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
#watitis2012
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How to get involved!• Contact us:
– [email protected] (CIO)– [email protected] (Project lead)
• Web site:– https://uwaterloo.ca/it-strategic-plan– Survey on the site
• Open House tomorrow: DC1302, 10:30