Status Briefing UGA Information Technology Master Plan A Concept for Action

1. Status BriefingUGA Information Technology Master PlanA Concept for Action Information Technology Management Forum]October , 2010

2. …a master plan is a comprehensive, long- range plan intended to guide growth and development… an expression for the future…providing guidance to accomplish a vision Benefits: Consistency in decision-making Ability to make informed decisions based on value-added and return-on-investment Achieve predictability Strategic and planned use of resources Preserving organization’s character Prioritization

3. Basic Questions: “What is the appropriate approach for developing a ‘blueprint’ reflecting the role, scope, planning, sustainable investment and support of Information Technology at UGA in order to meet the mission and strategic priorities of the University?. What is the vision and basic principles for the Student Technology Fee in helping meet the institution meet the mission and priorities?

4. Stakeholder questions: • Where is UGA headed in terms of ‘electronic classrooms/lab facilities? • What are the plans for infrastructure, applications, level of connectivity, access for International Programs? • Where are the areas for potential consolidation of services, both residential and Extended Campuses? • Is there a plan for identifying ‘commonalities’ in position titles, classification, compensation? • What is the plan to support increased access to the UGA graduate education degree programs through online education? • What is the plan for replacing legacy administrative systems?

5. 2010 CIO IT Master Planning Initiative 2010 OCIO/EITS Services/Project Prioritization Process 2010 Organizational Re-Alignment and establishment of CIO/EITS Portfolio Program Management Office 2009 OCIO/EITS formalized 5-Yr Investment Strategy 2008 ITPDS ‘formalized’ tracking effort identified for Project Management: Clarity 2007 OCIO/EITS Initial Use of Project Mgt Tools: Quickbase 2006 Establishment of ITPDS/Planning & Decision Support Unit 2005 OCO/EITS Compact Planning 2004 Provost 5-Yr Planning Process

6. Standard IT Master Plan Components • IT Governance • Central Computing • Security/Risk Mgt. • Academic/Instruction • Research • Administrative • Extended Campuses/ International • Outreach/Public Service • Funding/Fiscal Mgt. • Consolidation of Services • Staff Compensation/ Recruitment/Retention • Facilities

7. April 2010 – January 2011…’Big Picture’ • Develop ‘Vision’ Statements • Develop ‘Guiding Principles’ • IdentifyStrategic Targets Areas • Determine necessary standards/policies • Identify necessary Guidelines

8. Examples of Guiding Principles: • An effective organizational structure is essential for campus leadership and management of a rapidly evolving technological environment. • Standardization, integration, and consolidation are key to maintaining a scalable technology infrastructure. • Adequate financial structures are essential for the implementation of new technologies and the maintenance of existing technologies • Technology ‘governance’ is an organizational imperative.

9. Statistics re: Round #1-- Vision/Guiding Principles 6-month effort ‘to date’ involving broad user community and research efforts UGA Human Resources UGA Facilities/Architect ITMF six CIO Advisory Committees “think tank’ sessions for Research Computing, and non-residential campus entities ITPDS -- peer/aspirant/SEC comparisons EDUCAUSE/Gartner, Inc. research analysis Office of CIO national network; professional affiliations Cross-section of campus community (i.e., Deans, Associate Deans; faculty; researchers; Dept Heads; Directors; Associate Provosts; Associate Vice Presidents; Vice Presidents) 11 Vision Statements (one per component) 129 Principle Statements

10. ‘Breadth’ of comments • …an effective governance and advisory structure is essential • …policies, standards and governance will need to consider the business function as the driver… • Standardization, integration, consolidation and financial structures are key to maintaining a scalable technology infrastructure • …an adaptable and ’agile’ role-based organizational structure is required…. • …university adoption of secure, external alternative solutions to facilitate the effective, value-driven, and risk-managed IT services is critical…

11. ‘distance education’ should be considered a normal part of the instruction mission of the institution • Given the increased complexity of research data management, the ‘distributed’ and /or diverse research community requires access to, and support by, a targeted team of IT professionals… • ‘balance’ between need for active data storage and long-term, seldom-used data requires long-term plan for storage and archiving… • Centralized support for review and approval of software licensing and data management contracts in addition to legal consultation for intellectual property rights is essential…

12. Integrated, available, authoritative administrative data management via secure, modern, web-based and cost-effective platform(s) is critical… • Remote campuses engaged in research activities require mirror networking capability, support, data storage and management, and support…. • A diverse set of revenue-funding models is necessary to support an enterprise level set of functions, services and staffing

13. Proposed Next Steps: • Round 2: Contributor groups add Strategic Targets and Guidelines- for-Action per Principle to revised Oct 29th draft IT Master Plan—submitted to CIO by Nov 19th Round 2: Incorporation of contributor Strategic Targets and Guidelines-for-Action by CIO; revised IT Master Plan returned to contributors, Dec 6th • Round 3: Review and submission of recommendations and/or changes by contributors to IT Master Plan by Dec 17th • Round 3: CIO review and final edit completed over holiday with submission to contributors by January 3rd, 2011 • Round 4: Submission to Office of the Provost, January, 2011 • Round 4: Request for President’s Cabinet approval, Feb 2011