1. Unit Liaison Program Overview & Structure Ideas Supporting DART transition across campus July-August 2010 – School/College/Unit Input

2. Welcome Project Update Unit Liaison Program Overview Expectations & Selection Criteria for Unit Liaisons Discussion & Next Steps 2 DART Team Members Chrissi Rawak Robin Sober Kelly Doonan-Reed Lesly Sauceda

4. Developing training materials (online & instructor-led)

5. Outlining support processes (access, training, HelpDesk)

7. Starting a Development UL Program Schools Design Teams Unit Liaison Program (Meetings, information exchanges, etc.) Regional campuses Central Office Groups Change Mgmt Teams Key individuals within schools/colleges/units Facilitate two-way communication between unit’s faculty/administrators/staff and project team Help inform decisions about how changes are managed within a unit Colleges Units 5

9. Representation

10. Support commitment and expectations

11. August-October: Start-up + Onboarding

12. UL appointment

13. Initial meetings and orientation

14. November-August: Prepare Units

15. Preparation

16. Assessment

17. Testing

20. Project team supports each with its preparation tasks + business process changes

21. Some smaller units band together for increased supportCollege OUD College School School Unit Project Team Unit UM Health System

22. Transition Teams Recommended for large, complex S/C/Us Focus is helping unit get through transition Work closely with UL Temporary – unlike UL, which is a long-term appointment 8 OUD Unit School College Project Team UM Health System

23. Expectations for Unit Liaisons Partnership for success and support Attend Unit Liaison meetings Inform all levels of your unit, including key leadership Assess the change necessary in your unit Review current business processes, internal operating policies + procedures, system access roles, etc. Identify necessary changes your unit must make to assure successful transition Share feedback, special needs, and concerns of your units with the DART team Create a transition team, if necessary Identify staff members who will need training Participate in a DART readiness assessment Provide stabilization support 9

26. 7-8 – homework assignments:

27. DART Project team consultants available to assist with homework

28. Time to complete assignment will vary based on unit size

29. 15 minutes to 2 hours per assignment

30. Homework assignments include:

31. Identify staff to participate in testing

32. Assist staff with system access set-up

33. Connect staff to training resources

34. Provide input on best training approach for unit

35. Identify business processes changes for unit

36. Complete the readiness assessment given by the project team

37. Check-in to confirm unit is ready for Go-Live

38. Provide progress report on the unit’s preparation May 2010 August 2011 June 2011 March 2011 May 2011

40. Coordinated, dedicated meetings

41. Network + collaboration opportunities

42. First-hand information exchange regarding changes

43. Communication Resources

44. Presentation and e-mail templates

45. Websites/pages

46. Training/Resources

47. UL InfoCenter

48. Interchanges/Training12

49. Collaboration Model 13

50. 14 Unit Liaison Selection Criteria Understanding of current development systems, processes, and structure of the unit Ability to effectively communicate with staff and drive decision-making within the unit Ability to identify impacts to current business processes and to implement appropriate internal changes

51. Next Steps Select a Unit Liaison (Deadline: Aug. 31) Discuss appointment with your UL Submit via email (details to follow) Appointment Letter (September) Email confirmation from project team UL Kick-off Meeting (October) Orientation for all Unit Liaisons 15

53. Areas group together to coordinate preparation tasks + business process changesArea Area Area Area Area Area Area