1. Next Generation Strategic Planning for Educational Technology and IT: A Study of Process and Engagement Deborah Keyek-Franssen and Marin Stanek IT Initiatives Coordinators University of Colorado at Boulder Copyright Deborah Keyek-Franssen and Marin Stanek, 2002. This work is the intellectual property of the author. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the author.

2. Overview Describe our IT strategic planning processes Provide analysis of “Next Generation” planning model Highlight recommendations from CU-Boulder’s 2002 ITSP Stanek and Keyek-Franssen: Next Generation Strategic Planning

3. CU-Boulder Quick Facts Research I flagship of four-campus system 27,000 students; 2000 faculty and instructors; 3500 staff IT Environment: Networks and wiring System administrative functions Four-tiered support model Both central and distributed services Stanek and Keyek-Franssen: Next Generation Strategic Planning

4. First Generation of ITSP (1998) Drivers Small number of key decision makers Budget for process and implementation Results Planning led to technical improvements to infrastructure, services/support, and (somewhat) middleware layer affecting many users Appropriate approach when Upper administration consensus Fewer budgetary constraints Shared goals for infrastructure Stanek and Keyek-Franssen: Next Generation Strategic Planning

5. Cultural Changes IT planning is unrelenting, broad-based, includes increased faculty participation Planning luxuriates in data Planning becomes part of the campus culture, develops campus characteristics Ed Tech is a planning focus Stanek and Keyek-Franssen: Next Generation Strategic Planning

6. Environmental Changes Significant fiscal constraints Technological solutions are increasingly inter-related & drive new relationships Increasing academic use of technology Stanek and Keyek-Franssen: Next Generation Strategic Planning

7. ETSP (2000, 2002) ETSP 2000--issues identification, major data gathering (ITEC in between, focused on IT academic programs and research, also touched on provision of ed tech support) ETSP 2002 I/IT Literach and Fluency Uses of Ed Tech (support, facilities, incentives) Stanek and Keyek-Franssen: Next Generation Strategic Planning

8. Next Generation ITSP (2002) First generation—small number of key decision makers, fewer fiscal restraints Next generation flat fiscal environment engaged a large number of people, which tackled and understood issues focused on educational technology & services culturally accepted and expected process dedicated support Stanek and Keyek-Franssen: Next Generation Strategic Planning

9. Next Generation Process Must-haves include: Continued, engaged support Data (and then some) from current and past processes Participation and delegated authority External facilitator Stanek and Keyek-Franssen: Next Generation Strategic Planning

10. 25 campus-wide working committees Political Champion(s) Next Generation Team Structure Political conduit and communicator Steering Team IT Council (composed of campus leaders and decision makers) Small group of four that met weekly to provide momentum, project management, data collection, and aggregate work Core Team

11. What worked, what didn’t Core team meetings Delegating committee leads External Reviewers Developing a report template Website Initial micromanagement of the committees Asking too much Not developing a financial template Stanek and Keyek-Franssen: Next Generation Strategic Planning

12. Next Generation Results Cultural shifts evident in many initiatives Ed Tech initiatives Support Facilities Lit&Flu IKR & Libraries Learning Management Systems Stanek and Keyek-Franssen: Next Generation Strategic Planning

13. Results Continued… Middleware ITSPI Security Web-based student services Balance between coordinated and distributed IT governance articulated and more participatory Stanek and Keyek-Franssen: Next Generation Strategic Planning

14. Lessons Learned Know what’s right for the campus and for participants (e.g. 1st gen vs. 2 nd gen) Provide adequate support, and then some Information, communication, and shared expectations are crucial (website, shared file space) Participation and delegated authority Stanek and Keyek-Franssen: Next Generation Strategic Planning

15. Take Homes Next gen thesis (philosophy= academic use drives it, it needs to be a participatory process), framework Nuts-n-bolts process (structure of teams)(hints about how to get faculty involved—that is, short, intense planning period) Examples/new initiatives Stanek and Keyek-Franssen: Next Generation Strategic Planning

16. For more information Deborah Keyek-Franssen deblkf@colorado.edu Marin Stanek stanek@colorado.edu www.colorado.edu/ITplan Stanek and Keyek-Franssen: Next Generation Strategic Planning