1. The Changing Face of Higher Ed and the Role of IT as a Strategic Enabler Dave Wallace Chief Information Officer University of Waterloo December 4, 2012

2. Topics Challenges and Opportunities for Higher Education – and the role for IT Context – Planning, Planning, Planning! Strategic Initiatives –Strategic Plan –Enterprise Architecture –Organize for Success A View Forward #watitis2012

3. Trends in Higher Ed #watitis2012

4. Massive Open Online Courses (MOOCs) What it is (versus WATITis) –Online/e-Learning Learning –Open Access –Large Scale Participation –Non-credited Interesting –Started in the University of Prince Edward Island in 2008! Now –MIT, Stanford, Havard, U of T and others jumping on board –Have spawned Coursera, Udacity and Edx – but just the beginning #watitis2012

5. Challenges and Opportunities Challenges –Rapid change –Higher Ed institutions are transforming –Students – expectations –Fiscal challenges Opportunities –uWaterloo’s Co-op strength –IP Rule –Innovation #watitis2012

6. Context at uWaterloo Lots of Planning! –Government of Ontario –University-wide –Faculty –Academic and Administration Support –Ancillaries –Students #watitis2012

7. 6 Pillars Academic excellence Research excellence and impact Co-operative education Graduate studies Internationalization Entrepreneurship #watitis2012

8. “The Big Picture” – Updated Mid Cycle Review (MCR) –Review goals delivered in 2006 – 6 th Decade Plan –Reflect on our progress and engage students, faculty, staff, alumni –Create actionable goals for the next five years –Introduce an accountability framework with action plans and measures of success #watitis2012

9. Alignment with Foundational Pillars Source: IAP

10. 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 for the whole IT Community – it is not an IST plan!

11. National/ International Opportunities Overview of IT Strategic Plan Project Government Colleagues Services/ Budget Vision Mission Principles and Values University Leadership/ 6 Pillars Faculties/Strategic Plans Students/ Potential Students IT Trends Information/ Knowledge Optimized Applications Integration Secure, Common Infra. Standards/ Interfaces Priorities, Risks and Timing Architecture /Blueprint (Direction/Evolution) Project Portfolio/ Budget Performance Measures

12. Project Stages Project kick off Aligning campus IT Building the plan Refining the plan Implementation & Initiatives Evaluation & Adaption #watitis2012

13. Approach Using a method called “IT Strategy Map” #watitis2012 …Not Quite!

14. Our Purpose (Mission) :Our Goal for 2018 (Vision 2018) :. Strategy Map Framework CORE VALUES Stakeholder Internal Process Organizational Capabilities Resource Management Our Promise to Our Stakeholders:

15. 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 ServiceOpenness & CollaborationKnowledge & CreativityOperational Excellence Take a design approach to IT development and implementation Be easy to do business with Enable University outreach activities

16. CORE VALUES Stakeholder Internal Process Organizational Capabilities Resource Management 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 Our Promise to Our Stakeholders: Inspiring and supporting the University of Waterloo through technology leadership and excellence.

17. Strategy Map Balanced Scorecard #watitis2012 Vision And Strategy Vision And Strategy Stakeholders Internal Processes Internal Processes Organizational Capabilities Organizational Capabilities Resources

18. Bottom up: What We Know #watitis2012 Consultations Student Feedback Student Feedback CIO Search Interviews CIO Search Interviews Faculty and Admin Strategic Plans MCR

19. Project kick off Aligning campus IT Building the plan Refining the plan Implementation & Initiatives Evaluation & Adaption Project Stages - Timing #watitis2012 Jan 2013 Feb – Mar 2013 Ongoing Apr 2013

20. Enterprise Architecture

21. Organize for Success

22. View Forward Lots of change for Higher Ed – and lots of opportunities – Just look at the WATITis Agenda! Planning is critical but delivery is essential –IT Strategic Plan –Enterprise Architecture –Organize for Success –Critical IT Projects – Right Across Campus I look forward to working with all of you! #watitis2012

23. How to get involved! Contact us: –dave.wallace@uwaterloo.ca (CIO)dave.wallace@uwaterloo.ca –andrea.chappell@uwaterloo.ca (Project lead)andrea.chappell@uwaterloo.ca Web site: –https://uwaterloo.ca/it-strategic-plan (Survey on site)https://uwaterloo.ca/it-strategic-plan Open House tomorrow: DC1302, 10:30

24. Questions #watitis2012