MSIS Strategy

1. MSIS Strategy Strategy Overview

2. Agenda • Strategy Context • Our… • Mission • Vision • Strategy • Values • Next Steps • What you can do

3. Why have a strategy? • Provides a roadmap to our vision • Provides context for “why” and “what” we are doing • Results in intentional outcomes • Creates a cohesiveness among MSIS staff

4. The lifecycle of our strategy 1 - Strategy Development • Mission, Vision, Values • Strategic Analysis • Strategic Objectives • Tactics • Measures & Targets 2 – Strategy Alignment 4 – Monitoring & Learning • Communicate • Get feedback • Personal objectives • Review tactic progress • Get feedback • Make corrections • Sense environmental impacts 3 – Strategy Execution • Complete tactics • Complete personal goals

5. What our strategy consists of

6. Who are we? What do we do? Why do we do it? Who do we do it for? Our starting point MSIS Mission

7. MSIS Mission MSIS is a collection of diverse individuals passionate in our pursuit of delivering innovative information services that enable the UMHS faculty, staff and students to advance the future of healthcare through discovery and lifelong learning. We strive to delight our customers by improving their productivity and customer experience while being responsible stewards of the resources entrusted to us. We enable our customers to succeed through the delivery of services, technology, consulting, training and support.

8. Where are we going? What does it look like? How will we know when we get there? Our destination MSIS Vision Currently being edited

9. What are we going to do? How does everything tie together? Where is our focus? How do we reach our vision? A roadmap to our vision MSIS Strategy MAP

10. MSIS STRATEGY MAP Our Vision...<currently being edited> We strive to delight our customers by improving their productivity and customer experience while being responsible stewards of the resources entrusted to us. We are a collection of diverse individuals passionate in our pursuit of delivering innovative information services that enable the UMHS faculty, staff and students to advance the future of healthcare through discovery and lifelong learning. We enable our customers to succeed through the delivery of services, technology, consulting, training and support. Our Mission Citizens of Michigan, patients, providers and funding agencies expect us to…. Stakeholder Faculty, staff and students expect us to…. Customer Advance the missions Utilize resources effectively Create relationships that foster mutual respect Set the standard and encourage others to follow To satisfy our customer and stakeholder expectation at what internal processes must we excel? Become a strategy- driven organization Establish knowledge management capabilities Enable innovation Improve services quality Internal Enhance customer experiences Reduce regulatory risk Liberate and integrate data Provide high-value solutions Improve financial and resource stewardship Provide transparent project delivery Increase the value of the portfolio Establish decision-making frameworks To accomplish our objectives how must we learn and grow? Learning & Growth Develop individual and team skills Attract & retain people with key competencies Increase our customer domain knowledge Instill the “One MSIS” culture Innovation Rigor Community Citizenship Collaboration Relationships We value...

11. Internal Perspective Tactics To satisfy our customer and stakeholder expectation at what internal processes must we excel? Internal Improve services quality Establish knowledge management capabilities Become a strategy- driven organization Enable innovation • Enable innovation – T. Hanss • Develop a shared understanding of innovation throughout MSIS • Develop a coherent plan for innovation • Refine the mission of Enabling Technologies to ensure service across programs • Become a strategy-driven organization • - D. Roberts • Cultivate strategic relationships • Guide consistent strategic communications • Provide IT strategy development • Provide IT strategy management • Improve services quality – J. Kufahl • Implement service lifecycle management • Develop common controls • Implement service desk optimization • Design & implement short feedback loops • Establish knowledge management capabilities • - T. Hanss • Create a common understanding of knowledge management • Create a knowledge management roadmap

12. Internal Perspective Tactics To satisfy our customer and stakeholder expectation at what internal processes must we excel? Provide transparent project delivery Improve financial and resource stewardship Establish decision-making frameworks Internal Increase the value of the portfolio • Improve financial and resource stewardship • - C. Leavitt • Implement standard portfolio management (PfM) practices • Implement standard business case for project approval • Develop standards and process to consistently manage operational expenses • Develop standards and processes to consistently manage capital investments • Establish decision-making frameworks • - D. Roberts • Establish standing IT governance processes • Develop, approve and communicate IT and architecture principles • Identify and approve architecture standards • Establish data governance • Develop a process for technology assessment, evaluation and insertion • Implement architecture oversight of projects • Provide transparent project delivery • – M. Salamango • Create model/framework for effective project delivery • Manage project request lifecycle • Implement consistent resource management process for projects and services • Establish project status reporting • Evangelize project delivery philosophy across UMHS

13. Internal Perspective Tactics Provide transparent project delivery To satisfy our customer and stakeholder expectation at what internal processes must we excel? Improve financial and resource stewardship Establish decision-making frameworks Internal Increase the value of the portfolio • Increase the value of the portfolio – T. Hanss • Research:- J. Brussolo • Progress the research data strategy architecture • Enable the Honest Broker Office through the deployment of information services • Establish an integrated clinical research and clinical trials management system platform • Centralize data storage and advanced computing for researchers & cores • Research IT operation and administration Infrastructure for UMMS cores • Develop and Demonstrate Clinical Research Integration between UMMS EMR systems and clinical research it systems • Build UMHS Biorepository IT and informatics Infrastructure • Manage the research administration portfolio • Learning: - E. Hofer • Replace Mlearning • Enable Enterprise-Wide Learning Architecture (EWLA) strategy • Mature the education portfolio • Operational Excellence: - C. Leavitt • Create/adopt data management platforms • Mature the business administration portfolio • Establish a set of services to modernize the web infrastructure for the UMHS • Foundational Services: • Implement Identity Management • Establish an enterprise service bus • Actively pursue combination across learning and research programs

14. Learning and Growth Perspective Tactics To accomplish our objectives how must we learn and grow? Learning & Growth Increase our customer domain knowledge Develop individual and team skills Attract & retain people with key competencies Instill the “One MSIS” culture • Develop individual and team skills – C. Leavitt • Build common language, expectations and culture within staff • Establish strong onboarding and baseline training • Focus MSIS on skill and talent management • Define roles by major job class • Develop matrix of competency for each role • Increase our customer domain knowledge • – C. Leavitt • Document minimum customer domain knowledge requirements • Facilitate opportunities for acquiring customer domain knowledge • Improve communication around opportunities to acquire customer domain knowledge • Attract and retain people with key competencies • – C. Leavitt • Inventory existing competencies and formulate strategies to address gaps and succession plans • Develop guidelines for recruitment, staffing and talent management processes • Support managers in recruiting, hiring and talent management • Instill the “One MSIS” culture – C. Leavitt • Create a vision for “One MSIS” culture • Enhance culture of appropriately direct access to people • Align roles and accountability across MSIS • Establish co-located open office environments

15. Our Vision...<currently being edited> We are a collection of diverse individuals passionate in our pursuit of delivering innovative information services that enable the UMHS faculty, staff and students to advance the future of healthcare through discovery and lifelong learning. We strive to delight our customers by improving their productivity and customer experience while being responsible stewards of the resources entrusted to us. We enable our customers to succeed through the delivery of services, technology, consulting, training and support. Our Mission Citizens of Michigan, patients, providers and funding agencies expect us to…. Stakeholder Faculty, staff and students expect us to…. Customer Advance the missions Utilize resources effectively Create relationships that foster mutual respect Set the standard and encourage others to follow To satisfy our customer and stakeholder expectation at what internal processes must we excel? Become a strategy- driven organization Establish knowledge management capabilities Enable innovation Improve services quality Internal Enhance customer experiences Provide high-value solutions Liberate and integrate data Reduce regulatory risk Improve financial and resource stewardship Provide transparent project delivery Increase the value of the portfolio Establish decision-making frameworks To accomplish our objectives how must we learn and grow? Learning & Growth Develop individual and team skills Attract & retain people with key competencies Increase our customer domain knowledge Instill the “One MSIS” culture Innovation Diligence Community Citizenship Collaboration Relationships We value...

16. What we believe in MSIS Values

17. MSISVALUES capable respectcompassion leadership efficiency customer-focusedprofessionaltrust teamwork innovation passion flexibilityhelpful reliability relationships service-orientedeagerdata-driven dedication enthusiasm productivediversityreflective creativity focused welcoming attentive caring community rigor transparencygood judgment team-focused integritycompetentfun communication Credibility disciplined collaboration results-orientedadaptable supportive honestymotivation citizenship Listening respectvisionary inspiration optimism ambition

18. Going forward with our strategy Next steps

19. Next Steps • Strategy roll-out across MSIS • Manager-led strategy presentations • Constant and consistent communication • Web presence • Monitoring of strategy understanding and effectiveness • Regular tactic reviews by Leadership Team • Progress updates to MSIS

20. What can you do? Have you thought about…? How does this impact me? Speak up! – Talk to your manager – Make sure you understand the strategy – Provide feedback to your Manager. How does this request fit into our strategy? What should I focus on? Think! – Think about our strategy should guide your daily work – Think about what you do within the context of our strategy Act! – Contribute towards the tactics – Live the values – Provide feedback

21. Thank you! Dave Roberts – daverob@umich.edu - 734.276.8951 Michael Warden – jwarden@umich.edu - 734.358.7829 www.msis.med.umich.edu

22. Community We acknowledge we are part of a greater community within the University of Michigan and scholarly institutions around the world. We cooperate and leverage each other’s strengths. We build and support communities of practice around healthcare, education, administration, and research. We both support and expand our community through open sharing of our expertise and resources.

23. Citizenship We hold ourselves to the highest standards. Our conversations are open, honest and sometimes tough for all concerned. We take responsibility for our actions and seek to rectify our mistakes, acknowledging our accountability to the communities we serve. We recognize how our fiscal responsibility helps meet our financial targets and benefits the University’s missions.

24. Collaboration We commit ourselves to work towards our goals in genuine partnerships with individual customers, departments, and other organizations at the local, regional, national, and international levels. We work as a team beyond organizational and geographic boundaries to achieve superior results. We strive to maintain and enhance our position as an exemplar of an academic medical center that is helping to advance healthcare through discovery and global collaboration.

25. Relationships We value our relationships with our peers, faculty, staff, students and with external institutions, associations and industries . Through every interaction, we have an opportunity to gain their trust and strengthen our reputation.

26. Rigor We pursue the UMHS and MSIS missions with focus, discipline and rigor. The challenges we seek to overcome require thoughtful analysis, intellectual dialogue and commitment balanced with our customers’ needs for velocity. We recognize that we need to constantly change and continually improve. We set realistic expectations and deliver on our commitments.

27. Innovation We believe the current and future success of the University of Michigan relies on innovation. True innovation requires great risk and we embrace it. We learn from our failures, helping others to avoid the same pitfalls in the future. In our pursuit of innovation we challenge convention and question assumptions.