February 23, 2011 | Wednesday | 10 – 11:30am | 6 Story St., 1 st Fl. IT Services Transition Transition Team Biweekly Program Briefing

Agenda Program Status Snapshot: ‘Round Robin’ Report-outs –Org Design –Service Delivery –Foundational Support HR Update: Upcoming Staff Inventory Exercise –Revisiting Goals, Process, Key Dates Open Dialogue: Transition Team Leadership –Vision, Support, and Expectations 2

Program Status Snapshot 3 We are here (Week 8 of 24) Animated slide

Program Status Snapshot (continued) 4 I. Org Design Developing Key Roles and Responsibilities – 5 out of 9 drafted: Strategy & Planning, Innovation & Architecture, Client Services, Administrative IT Services, and IT Infrastructure Services – 4 remain to be drafted: Administrative Support Services, IT Financial Management, IT Security Services, Academic IT Services, (and continued refinement of Operational PMO) Develop New Org Name – 3 weeks behind original schedule (due to known resource availability challenges) Branding New Organization – Part-time dedicated resource being onboarded this week by Communications Working Group (WG) – Branding Strategy development to start this week as originally scheduled

IT Security “Services” Co-chairs: Jay Carter, Christian Hamer PM: Liz Eagan 7 key services identified to date: ~65% very well-defined/-refined* 5 out of 7 identified R1 customers provided feedback to date Top 1-2 open ‘design issues’ – Service Classification – Service Content Academic IT Services Co-chairs: Paul Bergen, Katie Vale PM: Karen Slaton 5 key services identified to date: ~50% very well-defined/-refined* To date, feedback received from 3 out of 7 customers identified for R1 input Top 1-2 open ‘design issues’? Administrative IT Services Co-chairs: John Jurus, Katherine MacRostie PMs: Randy Ellis, Noah Selsby 12 total services identified to date: ~40% very well-defined/-refined* 9 individuals identified for R1 Customer Feedback Input; 2 in-person sessions scheduled for 2/24 Th. Top 1-2 open ‘design issues’? Client Services Co-chairs: Bob Cahill, David Sobel PMs: Katie Kilroy, Jason Stonehouse 12 total services identified to date: ~55% very well-defined/-refined* To date, received feedback from 2 out of 3 customers for Round 1 (R1) input – Key feedback themes? Top 1-2 open ‘design issues’? IT Infrastructure Services Co-chairs: Joe Bruno, Jacques Laflamme PMs: Eric D'Souza, Susan DeLellis 5 key services identified to date: ~75% very well-defined/-refined* 6 individuals identified as R1 customer feedback points; 4 in-person sessions scheduled for this week and next Top 1-2 open ‘design issues’? Program Status Snapshot (continued) 5 II. Service Delivery Define and refine services – Client Services: 12 services – Admin IT: 12 services – Academic IT: 5 services – IT Infrastructure: 5 services – IT Security: 7 services Identify and refine customer needs – 25 individual customers involved in R1 – In-person and virtual sessions in progress and scheduled to be completed by end of this week ‘Round-robin’ WG Updates *As assessed by WGs with the 2/9 working draft versions specifically, which were submitted by WGs for Steering Committee and R1 Customer reviews. Animated slide

Finance Co-chairs: Penny Kaligian, Eric Kopstain PM: Laurie Gamble 5 funding options for model drafted and refined, including key selection criteria Industry leading practices research under way (12 models evaluated to date) Starting to pilot a couple IT services in current draft model (4-5 week activity); requires collaboration with Service Area Co-chairs and PMs HR Co-chairs: Kim Castelda, Kelly Imberman PM: TBD Refining set of common job families and functions to reflect industry leading practices Supporting Steering Committee with leadership recruitment Starting development of staff inventorying exercise Communications Co-chairs: Mary Ann O’Brien, Jeff Neal PM: Vaughn Waters (temporary) Developing overall program communications channel strategy Key program messages drafted FAQs published; more under development Recruiting WG PM (high priority) Program Status Snapshot (continued) 6 III. Foundational Support Finance HR Program Communications ‘Round-robin’ WG Updates Animated slide

HR Update: Upcoming Staff Inventory Exercise Revisiting Goals, Process, and Key Dates 7 Goals To improve our understanding about the work being done by staff, related skillsets, and customer demand for services To incorporate this improved understanding into the design of our new service delivery model that will help meet our customers’ needs Process Not evaluative; just counting 360° transparency with all stakeholders Individual employee empowerment Not the only data point Key Dates Kickoff: late March to early April Completion: mid-April Analysis: late April Plan: May Animated slide

Open Dialogue: Transition Team Leadership Vision, Support, and Expectations 8 Q&A Open Dialogue

Thank You – Stay Tuned for More Until Next Time