1. Liaison Orientation October 2010
IT Assessment
Liaison Orientation
October 2010

2. Project Objectives Take a snapshot of current state
Develop framework for re-balancing services
Immediate opportunities
Principles for the future
Strengthen key enablers including governance, priority setting and funding practices

3. Plan ` Pre-project planning Design analysis/ Interviews
Phase
March
April
May
June
July
Aug
Sept
Oct
Nov
Dec/Jan
Feb/ Mar
Pre-project planning
Design analysis/ Interviews `
Gather quantitative and qualitative data
Analysis
Discuss results
Design Improvements to Governance
Recommendations & Action Plans

4. Structure Project Advisory Committee Project Executive Committee
Work Team
Project Executive Committee
Technology Provider Input
Faculty, Student and Staff Input

5. Data Collection Effort
Snapshot of University’s total IT investment
Involves all parts of the University
Collects three kinds of data
Commitment of staff by activity
Spending by type of expenditure
Services by IT organization

6. How the Data Will Be Used
Find opportunities to better utilize total IT resources through the creation of additional common services.
Identify gaps in service or resources that are making it difficult for departments, colleges or campuses to meet IT needs.
Discover internal best practices by providing a basis to compare IT services and investments among units.

7. Role of the Liaison
Plan and coordinate the data collection effort for your area.
Serve as a liaison to the project work team.
Identify issues and questions during the data collection process.
Assist us to interpret the data for your area.

8. Data Collection Process
Liaison Orientation
Structure Data Collection
Assemble Local Team
Collect Data
Review with Project Team
Timeline
Data collection can begin right away
Data is due to the project team by November 22

9. Data Collection Structure
Areas with large or multiple IT groups will want to sub-divide the data collection effort
Web tool can support two levels
Excel templates will be provided to areas that need three or more levels of hierarchy
Area
Unit 1
Unit 2
Unit 3
Sub-unit 1
Sub-unit 2

10. Data Collection Aids List of IT personnel
Summary expenditure report from IBIS
Excel templates
Definitions of terms
ITS Consultants and project consultant will be available throughout the process to support liaisons.

11. Data Collection Forms
Personnel PA.asp
Expenditures NPE.asp
Services SS.asp

12. Your Questions