IT Strategic Planning and Portfolio Management

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

IT Strategic Planning and Portfolio Management

Lynn LatimerUniversity of Georgia

Academic Computing ConferenceOctober 25, 2007

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

Objectives for the JourneyGain an understanding on how to:

1. coordinate phases of planning, budgeting, execution, and assessment.

2. create alignment among all levels of activities to the organizational mission

3. establish accountability at various levels in the organization

4. define and measure key metrics at each level of effort in the organization to assess performance and integrate continuous improvement

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

EITS Transformation Journey

If you want to get somewhere you have to know where you want to go and how to get there. Then never,

never, never give up. Norman Vincent Peale

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

EITS Transformation Journey

Customer-focused

Performance driven

Organization

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

OCIO/EITS Vision and Mission• Vision

– Continue in the role of state and national leader in information technology, and to be recognized as the first source for knowledge and expertise in the area of information technology.

• Mission– Provide a robust, reliable, and secure information

technology infrastructure, maintain essential production services, and offer world-class support.

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

OCIO/EITS Core Values

• Excellence in Customer Service

• Our People are Our Greatest Asset

• A Winning Attitude

• Honesty and Integrity

• Teamwork and Communication

• Efficiency, Effectiveness, and Improvement

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

Business Case

• Ensure alignment with the vision and mission of the UGA, OCIO, and EITS

• A unified and integrated strategic hierarchy and planning cycle

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

Early Explorations

7/1/2004 6/30 /2007

1/1/2005 1/1/2006 1/1/2007

7/1/2005 - 6/30 /2006

Refined Foundations

7/1/2004 - 12/31 /2004

5 Year Plan Started

7/1/2006 - 11 /15/2006

Developed Compact PlanDeveloped

EITS Strategic Planning Website

11 /25 /2006 - 6/30/2007Developed Performance Maturity Model

Developed EITS Strategic Planning ModelManagement Advisory Board Formed

1/8/2005 - 6/5/2005

Develop Foundations : Core Values and Core Areas

Compact Plan

Building• 5 Year Planning Process• OCIO/EITS Foundations

Growing• Coordination• Alignment

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

Maturity Level 1 Maturity Level 2 Maturity Level 3 Maturity Level 4 Maturity Level 5

Initial

BaselineManaged Defined

Quantitatively

ManagedOptimizing

CompetitivenessCompetitiveness

LeverageLeverage• Full enterprise integration

Optimize Delivery

EffectivenessEffectiveness• Strategic direction is based on data-driven decision

Efficiency/Efficiency/

DefinitionDefinition

• Repeatable work efforts•Integration of industry standards

• Identification of standards processes for service, projects, and internal operations

Reactive Reactive ProactiveProactive

EITS Performance Maturity Model

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

1. Operational IT Process Performance

2. Alignment and Prioritization with UGA Goals and Objectives

3. IT Project Management

4. Core IT Service Delivery

5. Quality Assurance and Assessment

6. Budget Management and Stewardship

7. Learning Organization

8. Resource Planning and Forecasting with Staff

9. Resource Planning and Forecasting Infrastructure

9 C

ateg

orie

sEITS Performance Maturity Model

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

OCIO/EITS Strategic Planning Model

•https://eits.uga.edu/planningCycle/

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

Step 1: UGA Strategic Planning:

• Website

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

Step 2: OCIO/EITS Strategic Planning

• Website

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

OCIO/EITS Strategic Planning Model

Building the NewLearning Environment

Maximize ResearchOpportunities

Compete in a GlobalEconomy

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

Strategic Core Areas

• Leadership for Information Technology • Strategic Planning, Policy, and Advisement• Business and Technology Partnerships• Client Service and Support• Information Security• Information Management and Integration• Enterprise Production Applications• Infrastructure and Architecture

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

Step 3: Alignment with the UGA Budget Process

• Website

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

Step 4: Performance and Execution

• Website

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

Step 5: Assessment and Improvement

• Website

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

7/1/2007 6/30 /2008

1/1/2008

7/1/2007 - 12/31 /2007

Implementation Plan for Performance Maturity Model

FY 08 Compact PlanningProject Management Process

11 /1/2007 - 6/30/2008

Implement Portfolio , Project , and

Service ManagementProcesses and Tools

Moving Forward

Maturing• Accountability• Define and Measure-

Key Metrics

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

Action PlanStep 2:

EstablishStrategic

Focus

Step 5:Establish

Effective processes and metrics

to support services

Step 1:Change is a

process

Step 4:Establish Services

SupportingStrategic focus

Step 3:Establish Goals &

Metrics relatedto each

Strategic focus

Step 6:Change isa process

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

Excellence is the gradual result of always striving to do better.

Pat Riley

EITS Transformation Journey

THE UNIVERSITY OF GEORGIATHE UNIVERSITY OF GEORGIA

Office of the Chief Information OfficerEnterprise Information Technology Services

Key InformationResource Contact

ITPDS Lynn Latimer: llatimer@uga.edu, 706-542-7620

ITPDS Email: itplan@uga.edu

ITPDS Website http://eits.uga.edu/planning

EITS Website http://eits.uga.edu/

EITS Strategic Planning Model

http://eits.uga.edu/planningCycle/

Compact Planning Website

http://eits.uga.edu/compact