Welcome to CIO 101: Successfully Navigating Your First Year as CIO

1. Welcome toCIO 101:Successfully Navigating Your First Year as CIO Please fill out the “Getting to Know You” handout as you wait for the session to begin.

2. CIO 101 Getting Ready to Be a CIO Joanne A. Schneider CIO 101 EDUCAUSE 2008

3. Key Actions Know yourself Do your homework Prepare your marketing strategy Navigate through bridge period Take control of your own learning Joanne A. Schneider CIO 101 EDUCAUSE 2008

4. Know Yourself Socrates Joanne A. Schneider CIO 101 EDUCAUSE 2008

5. Be Authentic Identify own core values, principles Principles = values converted to action Find values in lessons learned From difficulty, real life stories Joanne A. Schneider CIO 101 EDUCAUSE 2008

6. Be Reflective Test yourself through real experiences Move from external to internal validity Reframe negative to positive Find how you rose above challenges Observe how you practiced values Joanne A. Schneider CIO 101 EDUCAUSE 2008

7. Understand Your Style Know your DISC, MBTI Know how to compensate Lead from behind vs. in front Know when to swap Joanne A. Schneider CIO 101 EDUCAUSE 2008

8. Do Your Homework Get Beyond the Rhetoric Joanne A. Schneider CIO 101 EDUCAUSE 2008

9. Key Institutional Information Formal: Institutional strategic plan Admissions, capital materials University handbook Trustee reports, meeting minutes Org chart Alumni magazine Joanne A. Schneider CIO 101 EDUCAUSE 2008

10. Key Institutional Information Informal: Presidential doings/musings in the news Princeton Review, rankings Chronicle, etc. Institutional, administrator, student blogs Joanne A. Schneider CIO 101 EDUCAUSE 2008

11. Key Departmental Documents Department strategic plan Annual reports Budgets Org chart Workflow, consultant, review reports Benchmarks Joanne A. Schneider CIO 101 EDUCAUSE 2008

12. Prepare Your Marketing Strategy Joanne A. Schneider CIO 101 EDUCAUSE 2008

13. Map Vision To Position Control the buzz Establishes your authority Begin building your reputation Shape, correct others perceptions Joanne A. Schneider CIO 101 EDUCAUSE 2008

14. Elevator Speech #1 Map strengths to institutional future Cite what you were hired to do Tell who you are professionally Vision Accomplishments Values, principles Traits First steps Joanne A. Schneider CIO 101 EDUCAUSE 2008

15. Elevator Speech #2 Describe who you are as a person Map personal interests to institutional future Be authentic Reveal a whole person Family Interests, hobbies Interesting idiosyncrasy Joanne A. Schneider CIO 101 EDUCAUSE 2008

16. Create your Bumper Sticker Bombardment of queries Develop an upbeat response Joanne A. Schneider CIO 101 EDUCAUSE 2008

17. Putting It All Together Memorize elevator speeches Memorize bumper sticker Be prepared to cite ad nauseum Beware of reporters! Joanne A. Schneider CIO 101 EDUCAUSE 2008

18. Navigate Through Bridge Period Joanne A. Schneider CIO 101 EDUCAUSE 2008

19. New CIO Position Clarify expectations during interim Identify mentor in new administration Identify guide in new department Avoid making decisions Joanne A. Schneider CIO 101 EDUCAUSE 2008

20. Sidestep Potential Landmines For unavoidable decisions: Listen to the facts Ask tough questions Provide guiding principles Allow interim team to make decision Joanne A. Schneider CIO 101 EDUCAUSE 2008

21. Ending Position Groom interim management team Wrap up essential duties Take some risks Keep key files close at hand Reward yourself! Joanne A. Schneider CIO 101 EDUCAUSE 2008

22. Take Control of Your Learning Joanne A. Schneider CIO 101 EDUCAUSE 2008

23. Self Development No one will hand you a learning plan Commit to lifelong leadership learning Stay familiar with skills of leadership Be dedicated to developing your potential Joanne A. Schneider CIO 101 EDUCAUSE 2008

24. Training Frye Leadership Institute Educause seminars: Institute Management Program Institute Leadership Program Institute Learning Technology Leadership Program Survival Training for New Managers Seminars in Academic Computing (SAC) Harvard Institutes for Higher Education Joanne A. Schneider CIO 101 EDUCAUSE 2008

25. Resources CIO 101 “Contacts and Resources” Handout Read Educause publications Identify potential mentors Strengthen, work your network Joanne A. Schneider CIO 101 EDUCAUSE 2008

26. Getting Ready Exercise Joanne A. Schneider CIO 101 EDUCAUSE 2008

27. Getting Ready Questions 1. Which people and experiences in your early life had the greatest impact on you? What traits or qualities about them affected you? 2. What tools do you use to become self-aware? What is your authentic self? What are the moments when you say to yourself, this is the real me? 3. What are your most deeply held values? Where did they come from? Have your values changed significantly since your childhood? How do your values inform your actions? 4. What motivates you extrinsically? What are your intrinsic motivations? How do you balance extrinsic and intrinsic motivation in your life? 5. What are major professional accomplishments most qualify you to become a CIO? Joanne A. Schneider CIO 101 EDUCAUSE 2008

28. Getting Ready Questions (cont.) 6. What personal traits and experiences best describe you as an individual apart from being a CIO? 7. Is your life integrated? Are you able to be the same person in all aspects of your life—personal, work, family, and community? If not, what is holding you back? 8. What does being authentic mean in your life? Are you more effective as a leader when you behave authentically? Have you ever paid a price for your authenticity as a leader? Was it worth it? 9. What steps can you take today, tomorrow, and over the next year to develop your authentic leadership? Adapted from:  George, Bill, et al.  “Discovering Your Authentic Leadership.  Harvard Business Review.  Reprint.   February 2007, pp. 1-8 Joanne A. Schneider CIO 101 EDUCAUSE 2008

29. CIO 101 Summer: Getting Acquainted!

30. Getting To Know You!

31. Getting to Know Your Office Staff • Setting up the physical space • How will your calendar be managed? • How will phones be handled? • Social expectations, birthdays, etc. • Meeting the people who clean, deliver mail, order supplies, etc. • How is the budget process handled?

32. Build on pre-employment information • Review summaries • Use notes from phone calls/interview • Visit in each location • Meet with leadership team • Formal and Informal • Assess need for immediate or crisismanagement Invest in Your Own Leaders!

33. Large vs Small Organization Strategies • Methods • Meet with leader and their employees • Town Hall • Open Office Hours • Other??? • Have your sound bites ready • Ask about a joy and a challenge Get to know all employees!

34. Manage Expectations

35. Questions to consider • How can a new CIO manage expectations? • How will the new role differ from that ofa director? Or whatever previous role. • How can you leave the old role behind. Group Activity (Directions Given in Session)

36. Governance

37. Initial meeting • Use the top 10 issues as a discussion point • Meet individually with each person inthe executive group • Establish some initial priorities • Find ways to gather data and benchmark • Work toward a set of goals Connect with Your Boss(es)

38. Discover and analyze present governancestructures on campus • Attend meetings for each constituency • Faculty/Staff/Student Groups • Examine and analyze governancestructures in your own division • Establish advisory groups or rekindle them Governance

39. Gather Information

40. You are not in Kansas anymore… • Examine the culture • Student or faculty centered? • Team based or silos? • Polite or Efficient • Cutting edge or bleeding edge • Quick adaptation/Slow to embracetechnology Culture

41. How do others see your division? • Do people you meet say that the division communicates well? • Outages • New Initiatives • Help Desk • Licenses and Purchasing Equipment • Crisis communication Assess Overall Communication

42. Which surveys have been done? • What goals have been set for last year andfor the coming year? • What contracts are in place? Length? • Review the core data from EDUCAUSE • Establish benchmarks • Insist on data-based decision making Data???

43. Charting Your Course!

44. Be ready with some soundbites • Identify strategic initiatives • Set your own public and personal agenda • Don’t make big changes the first year if you can avoid it • Listen, Listen, Listen, then act Setting Your Own Agenda

45. Group Activity--Dealing with the media!Directions will be given in the session Dealing with the Media!

46. Tips And Tools

47. First impressions often lie • Make no promises • Do not assure anyone that thingswon’t change • Respect chain of authority • Realize the power with which you speak • You can’t do it all the first year Beware!

48. What’s in your toolkit for Summer? • Mentor Contacts • Peer Directory • CIO Listserv • EDUCAUSE Core Data • ECAR Membership • Other tools???

49. CIO 101 Fall: Building Key Relationships

50. Key Actions In This Phase • Identify and solidify key relationships • Set goals, manage expectations • Calibrate your communication style • Balance continuity and change