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ITIT and Higher Education:Where Are We
   and Higher Education: Where Are We
Headed?Mark Roman Headed?


               Mark Roman
Internalizing systems governance as a
    thoughtful practice at all levels
WHO                                          WHERE                                              WHAT


                                                                                             • Strategy
VPs, AVPs, Deans,                                      Information Systems                   • Governance
Executive Directors                                    Steering Committee                    • Enterprise portfolio
                                                                                             • Policy




                                                                                             • Student labs
Deans, Faculty,            Working     Educational Technology                                • Learning management
                            Working
                             Working
AVPs, Learning &           Groups        Advisory Committee                                  • Audio Visual
                            Groups
                             Groups
Teaching Centre                                                                              • Classroom technology



                                                                                             • Data centres
Researchers,               Working                     Research Computing                    • Capability & capacity
                            Working
                             Working
Faculty, AVP-R, &          Groups                      Steering Committee                    • Storage
                            Groups
                             Groups
Research Office                                                                              • Proposals



Student, Finance,                                                                            • Scheduling
HR, Advancement,           Working        Priorities                Administrative Systems   • Resource allocation
                            Working
                             Working
Facilities, Research       Groups
                            Groups                                   Operating Committee     • Project oversight
                             Groups       Objectives
Admin, & Systems                                                                             • Prioritization


                                           Inform
                       New Projects         Project Review                   Monitor
                                              Committee
Fit

Utility

Balance
Rank   Initiative
              1      Project A
              2      Project B
                                                     • Base funding of notional allocation
              3      Project C    Base funded        • Recommended through working groups
                                                     • Largest component of work underway at a given time
              4      Project D
  Approved
              5      Project E
         by
governance    6      Project F
                                  Project funded     • One-time project funds
    process
              7      Project G                       • Example: Research Administration System fund

              8      Project H                       • Ancillary department funded
                                  Ancillary funded
                                                     • Example: Housing System
              9      Project I
              10     Project J    Fee for service    • Client sponsored and funded

              11     Project K
              12     Project L
              13     Project M    Waitlist           • Beyond capacity of functional units and IT at this point
                                                       in time
              14     Project N
              15     Project O
Shedding the sheer weight of the past
Fix       Plan              Do               Check

  Vision                                DECISION
                    GOVERNANCE      RECOMMENDATIONS


                                                      Annually evaluate
                                                      strategic success
 Strategy            STRATEGIC          PROGRAM
                     PLANNING          INITIATIVES

                                                        Measure goal
                                                      progress quarterly

                   ANNUAL SERVICE      INTEGRATED
Operations             PLAN              PROJECTS

                                                       Assess personal
                                                        achievements

                   PERFORMANCE          ASSIGNED
  Tactics                                TASKS
                       PLAN
Does Privacy Matter?
Cloud-onomics
Infinite Data
Manufacturing is the new agriculture
Commercializing R&D




Success




                           Time

          Research    Development     Commercialization
Applying organization-wide discipline to extract
            value from technology
Organizations only do two things …




                 Processes           Projects




                                      … projects execute change.
Initiation                   Planning                      Execution           Closure             Asset Maintenance



                                                                  Revisions
 Project    Needs       Develop                                                 Implement
                                                     Plan                                            Shutdown                   Maintain
                        Project
  Flow                  Charter
                                                    Project                       Plan                Project                    Asset


                        Document                   Document                      Progress          Final Product




                                                                                                                              Support Work
                                  Approval                   Approval                   Approval



 Steering               Review                      Review                       Monitor             Review                     Benefit
Committee               Charter                      Plan                        Status             Deliverable                Realization
                                                                                                                   Accepted
   Role
                                                                                                                              New Project
                      Not Needed                 Not Sufficient               Not Successful       Not Accepted
                                                                                                                                Work


                                                                                                     Continue                   Initiate
                         Reject                     Reject                        Cancel
                                                                                                     Execution                 Next Phase


                                             Status reporting
              Portfolio assessment           Fiscal budget                                                                Base budget
              • Priorities                   Risk plan
              • Risk
                                             Scope                                                                        Support resources
              • Strategic fit
  Control                                    Resource plan
                                             Schedule                                                                     Benefit measures
Mechanisms
                                             Quality plan
                                             Communication plan
                                             Vendor management
                                                                              Issue log
                                                                              Change control
All institutions manage systems through these stages – knowingly or not. They
may do them well or they may do them wretchedly, but they always do them.
IT and Higher Education: Where are We Headed?
IT and Higher Education: Where are We Headed?
IT and Higher Education: Where are We Headed?
IT and Higher Education: Where are We Headed?
IT and Higher Education: Where are We Headed?
IT and Higher Education: Where are We Headed?

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IT and Higher Education: Where are We Headed?

  • 1. ITIT and Higher Education:Where Are We and Higher Education: Where Are We Headed?Mark Roman Headed? Mark Roman
  • 2. Internalizing systems governance as a thoughtful practice at all levels
  • 3. WHO WHERE WHAT • Strategy VPs, AVPs, Deans, Information Systems • Governance Executive Directors Steering Committee • Enterprise portfolio • Policy • Student labs Deans, Faculty, Working Educational Technology • Learning management Working Working AVPs, Learning & Groups Advisory Committee • Audio Visual Groups Groups Teaching Centre • Classroom technology • Data centres Researchers, Working Research Computing • Capability & capacity Working Working Faculty, AVP-R, & Groups Steering Committee • Storage Groups Groups Research Office • Proposals Student, Finance, • Scheduling HR, Advancement, Working Priorities Administrative Systems • Resource allocation Working Working Facilities, Research Groups Groups Operating Committee • Project oversight Groups Objectives Admin, & Systems • Prioritization Inform New Projects Project Review Monitor Committee
  • 5. Rank Initiative 1 Project A 2 Project B • Base funding of notional allocation 3 Project C Base funded • Recommended through working groups • Largest component of work underway at a given time 4 Project D Approved 5 Project E by governance 6 Project F Project funded • One-time project funds process 7 Project G • Example: Research Administration System fund 8 Project H • Ancillary department funded Ancillary funded • Example: Housing System 9 Project I 10 Project J Fee for service • Client sponsored and funded 11 Project K 12 Project L 13 Project M Waitlist • Beyond capacity of functional units and IT at this point in time 14 Project N 15 Project O
  • 6. Shedding the sheer weight of the past
  • 7.
  • 8. Fix Plan Do Check Vision DECISION GOVERNANCE RECOMMENDATIONS Annually evaluate strategic success Strategy STRATEGIC PROGRAM PLANNING INITIATIVES Measure goal progress quarterly ANNUAL SERVICE INTEGRATED Operations PLAN PROJECTS Assess personal achievements PERFORMANCE ASSIGNED Tactics TASKS PLAN
  • 12. Manufacturing is the new agriculture
  • 13. Commercializing R&D Success Time Research Development Commercialization
  • 14. Applying organization-wide discipline to extract value from technology
  • 15. Organizations only do two things … Processes Projects … projects execute change.
  • 16. Initiation Planning Execution Closure Asset Maintenance Revisions Project Needs Develop Implement Plan Shutdown Maintain Project Flow Charter Project Plan Project Asset Document Document Progress Final Product Support Work Approval Approval Approval Steering Review Review Monitor Review Benefit Committee Charter Plan Status Deliverable Realization Accepted Role New Project Not Needed Not Sufficient Not Successful Not Accepted Work Continue Initiate Reject Reject Cancel Execution Next Phase Status reporting Portfolio assessment Fiscal budget Base budget • Priorities Risk plan • Risk Scope Support resources • Strategic fit Control Resource plan Schedule Benefit measures Mechanisms Quality plan Communication plan Vendor management Issue log Change control
  • 17. All institutions manage systems through these stages – knowingly or not. They may do them well or they may do them wretchedly, but they always do them.