CIO Methodology

James M. Dutcher

Higher Education Yearly IT Planning

IT Organizational Review

Assessment

• Executive Management• Departments• IT Dept• Stakeholder Groups

– Students– Faculty– Staff

Alignment

• Verify assessment information/documentation to compare/contrast with:

• Organization goals, mission, values• Client/User needs• Budget/capital

• DELIVERABLE => Report to executive management on where we are at (with issues highlighted for immediate action)

Verify/Prioritize Issues

Perform Gap Analysis• Develop 4 Phase 90 day Plans based on ranked

issues/projects illustrated on this map• Address issues that need attention immediately• Address critical decisions that cannot be

postponed• Determine (organizational) quick-wins• Note major decisions and/or large expenditures

that can be deferred until overall IT Strategy is developed

IT Governance Establishment

IT Strategic Plan

• Multi-year vision/goals• Drives

– IT Tactical Plans – 1 year view• Project Management

– 90 day project plans

• IT Operational Plans – day to day operations– Daily IT operations w/ metrics to gauge success &

operational optimization considerations

IT Planning

Institutional Strategic Plan

Institutional IT Strategic Plan

Academic Technology Strategic

Plan

Academic Technology Tactical Plan

Campus IT Tactical Plan

OIT Mgt

Tactical Plans

•E-Learning Plans•IT Business Plans•Staff & Faculty Development•Student Services•Etc.

Strategic

Tactical

Campus Strategic IT Plan

IT Dept. Management Model

OIT Management

Info. Tech. Strategy•Mission•Goals•Campus Strategic IT Plan•Academic Tech. Strategic Plan

Info Tech Planning•Strategic Project Office•Project Id & Selection•Project Management• Tactical & Budget

•IT Org. Management•IT Governance & Steering Committees

•Internet•Instructional Technology•Administrative Systems•Library•Policy•Security

IT Processes & Procedures•Policies & Procedures•Standards•IT Best Practices Methods & Management

Admin. Systems•Legacy •Misc. Servers &Systems, HW/SW •ERP

Network Administration•Data, Voice, Video•Wired•Wireless•HW/SW

Web Management•Internet•Intranet•Portal•HW/SW

Academic IT Mgt•Instructional Technologies•Classroom IT•Computer labs•CMS•HW/SW

Knowledge Management•On-line Documentation Library•Library•Data Warehousing

IT Training Management•Technology Training•Business Process Training•For Students, Faculty, Staff

IT Helpdesk/Support Management•Academic Technology•Distance Learning•Campus IT•CRM

Tactical

Strategic

Integration & Security•Protocols•EAI•Disaster Recovery•HW/SW

Executive IT Management

Day-to-Day IT Management

IT Knowledge Management

IT Operations Methodology

Define

Control & StabilizeImprove

Measure

What is not defined cannot be controlledWhat is not controlled cannot be measuredWhat is not measured cannot be improved

90 Day Plans

Project Determination• Projects (portfolio)

viewed as assets– ROI based on:

• Return of $$ invested• Academic

Improvements• Savings realized• Community

Obligations – translates to risk mitigations

– Four Asset classes to classify project undertakings

VP/CIO Due Diligence and IT StartUp & On-going Planning/Activities

Establish/Review (Start-Up) Teams

• On-going review/communications with:– Line Management– Executive Director– Network Services– User Services– Application Services– Human Resources– Academic IT Development