1. 5 Year Outlook – Strategic Planning for IT Investment Project Prioritization Strategic Project Roadmap for Chancellor and ITGC James Hong ITS/ISU July 2012

2. General Notes History: In May 2012 – The CBT and CTA presented a 12-18 month outlook for business applications, infrastructure and systems key projects. Objective is to present a 5 year roadmap to IT Governance for review in October 2012. Results will be used by John Plotts at the October Chancellor’s retreat to represent the 5 year Technology investment needed for UCSF. Each subcommittee will be accountable for creating a 3-5 year technology outlook to be used to present key priorities and timelines. 2

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4. Sub-Committees of CTA 4 CommitteeChair Enterprise Architecture and ApplicationsJane Wong Enterprise Architecture and InfrastructureMark Day Security and PolicyDavid Rusting Identity and Access ManagementChris Orsine Mobile, New Media, and WebJeff Jorgenson TeleMedicine and VideoconferencingTim Greer IT ForumPatrick Phelan Strategic Technology AdvisoryErik Wieland

5. Topics Review Goals and Objectives: Approach Key Dates Straw Model – Criteria for Projects Ranking and Evaluation process Next steps and contacts 5

6. Approach Align Prioritization Criteria and Formats across all other Committees for consistency. Contacts: –Mara Fellouris (CBT) – with Jane Wong, Opinder Bawa –Tom Ferrin (CRT) – with Doug Berman –Joe Castro (CET) – with Orlando Leon –James Hong (CTA) with Subgroup Chairs Subgroup envisions priorities and timelines for 3-5 year roadmap –Account for: OTC, TCO, ROI, Constraints with current portfolio and capacity of campus and Ongoing costs. –Aligns with Chancellor Strategic Goals (link:) Workgroup sessions –Compile List of Key Projects spanning 3-5 years –Prioritize Top 3-5 initiatives –Size projects (Hi level) Each Subcommittee will evaluate and finalize results 6

7. Some Key Dates Work with subcommittees – 2-4 sessions through Aug – Sep Identify Key Members or Delegates needed – Aug 1- 10 Target: Sep 21 Deck completion Present to ITGC for review: Second week of October 2012 Chancellor Retreat: October 26 (est.) Business Plans for approved priorities to be completed by Jan 2013 7

8. Criteria (general) Consider the following when determining list: Addresses what critical need Impact – population, users, processes Improvements – Quantifiable, Qualitative Evaluate campus capacity to deliver Identify co-dependencies or system constraints for the investment Rank and Identify Top 3-5 prioritized initiaitives Leverage STP – Situation, Target & Proposal 8

9. Other considerations for roadmap Mandated? Quick Win Include One time order of magnitude costs – used for financial perspective and checkpoint for committees Capacity to implement – resource, timing, competition 9

10. Next – Sessions and Ranking Introduction to Committees Sessions (to be determined with Chairs) –Workgroup to determine list of projects –Review Ranking process and criteria for prioritization –Develop point systems to drive decisions –Complete High Level Sizing for prioritized items Phases: –1. Create list of top 3-5 key projects spanning the next three to five years with an anticipated timelines. (1 session) –2. Set priority based on critical need and impact areas, as well as benefits, capacity. Agreement from subgroups. (1-2 sessions) –3. Sizing - Provide high-level sizing of the project: Ranges TBD with PMO. (sizing should include One time costs as well as all ongoing or operational costs, In-Kind, and possible efficiencies gains). 10

11. Next James coordination meeting with Subcommittee chairs for intro and background Introduction to Committees (as appropriate) Sessions: Option 1: Run Sessions (to be determined with Chairs) –Workgroup to determine list of projects –Review Ranking process and criteria for prioritization of top 5 –Develop point systems to drive decisions –Complete High Level Sizing for prioritized items Option 2: Internal group –Chairs will send criteria to group members –Subcommittee will internally assess lists and validate priority (Potentially from 18 mos roadmap) –Reassess Sizing of project for 3 year outlook 11

12. Contacts James Hong (facilitation sessions) –james.hong2@ucsf.edu –415-476-2938 –650-994-5594 Jane Wong (Consulting/ Guidance) –Exec. Director ITS –jane.wong2@ucsf.edu Opinder Bawa (Consulting/ Guidance) –CTO –BawaO@medsch.ucsf.edu 12