1. Dave Wallace ANDREA CHAPPELL IST September 13, 2012
Overview of the IT Strategic Plan
Dave Wallace ANDREA CHAPPELL IST
September 13, 2012

2. Agenda Introduction Overview of the IT Strategic Plan Process
Project Organization
Parallel Initiatives
Major Deliverables/Timing
Questions and Answers

3. Introduction - Purpose
To create an Information Technology (IT) Strategic Plan to advance the state of IT meet the opportunities for the University of Waterloo over the next 5 years

4. Introduction – Scope and Approach
To develop an effective IT Strategic Plan for the IT Community, with a focus on IST
Intent
Client driven, open process
Based on a solid Architecture/Blueprint foundation
Leveraging what is in place and integrating in new solutions/technology to meet requirements
Results
1+ year, 1 – 3 year and 3 – 5 year views of the project portfolio and service enhancements/resourcing
Performance measures and annual report cards

5. Overview of Strategic Plan – An Integrated Approach
Strategy-Focused
Strategic Plan will be based on a Strategy that lays out the framework everyone works towards achieving
Performance Driven
Measure whether our initiatives help us achieve our goals
Key Elements
Vision, Mission, Principles and Values
Visionary Goals
Strategic Goals – the Priorities
Strategic Objectives – shorter term, practical objectives; contribute to strategic goals
Performance Measures & Targets – measure success of strategy
Initiatives – specific projects to achieve specific goals

6. Priorities, Risks and Timing Standards/ Interfaces
Overview Summary
Students/
Potential Students
University Leadership/
6 Pillars
National/
International Opportunities
Faculties/Strategic Plans
Government
Vision
Mission
Principles and Values
Colleagues
IT Trends
Priorities, Risks and Timing
Architecture
/Blueprint
(Direction/Evolution)
Information/
Knowledge
Optimized
Applications
Integration
Secure, Common Infra.
Standards/ Interfaces
Project
Portfolio/
Budget
Services/
Budget
Performance
Measures

7. Strategic Plan Framework
Vision/
Mission
Visionary Goals
Strategic Goals
Strategic Objectives
Strategic Initiatives:
Project Ideas, Operational Ideas, Practice Ideas,
Guidelines & Operating Principles, Policy Ideas
University Strategy
Faculty Strategic Plans
Functional Strategic
Plans
Faculty “A” IT Plans
Faculty “Y” IT Plans
IT Strategic Plan

8. Project Organization, Fall 2012
September: Kick-off orientation meetings
October: Consult stakeholders; IT Strategic Plan ToC
November: Consultations continue; Start Draft Strategic Plan
December: Finish Draft Strategic report
Early January: Draft report to governing groups
Dashboard update
Dashboard update

9. Project Organization, Spring 2013
January: Feedback from governing groups
February: Draft Report communication to uWaterloo
March: Amalgamate feedback into Final Report
April: Approval by governing groups
End April: IT Strategic Plan Final Report complete.

10. Parallel Initiatives Enterprise Architecture (Framework)
Activity
Description
Intersection with Project
Enterprise Architecture (Framework)
Model to describe uWaterloo “what, how, where, who, when, why” from various perspectives.
Approach to changes, understand gaps, opportunities, impacts.
IST “Organization for Success” (External contract)
Assess IST org, update structures as needed to lead results of Plan.
Occurs in parallel, results of the Strategic Plan feeding it.
Faculty and department Strategic Plans
Other uWaterloo strategic plans this fall.
Alignment to the campus IT Strategy.
Canadian University Strategic plans
Other universities have produced plans.
For possible reference materials.
6th Decade Plan’s Mid-Cycle Review (MCR)
Aspects of the 6th Decade Plan on which to focus.
6 Pillars will impact Plan outcomes.
3 Key Goals from MCR
3 key areas for which task force groups will be set up.
3 Key Goals will impact Strategic Plan.
Strategic Mandate Agreement (SMA)
Provincial government’s new measures. Includes Data Mapping.
The measurements of initiatives coming from Plan should align.

11. Major Deliverables/Timing
Planning and organization done by mid-September
Consultation and development of documentation in Fall
Draft Strategy done by January
Communications and refinements by March
Completed Strategic Plan by end of the Fiscal Year

12. Next Steps - September Date Governance group Objectives
Meeting outcomes
September 12th
Task Force
Kick-off meeting
Understand Project, Strategic Map; Set Terms of Reference
September 13th
Leadership forum
Informing
Group understands Project, contacts CIO or Leader with ideas/input
CTSC
Update
Update from the Task Force kick-off
September 14th
UCIST
Orientation to project
UCIST understands Project, role, provides input on Plan and directions
September 19th
Executive Advisory, UCIST, CTSC, IST Mgmt
Orientation to project, kick-off
Provost, Deans Roy and Peers, CIO speak; Entire governance team has same message on Project
September 10, 17, 24
IST Directors and Mgmt
Updates and feedback
Directors aware of progress, linkages
September 25th
Your area and the Plan
Understand UW 3 key goals; Review dept Strategic Plans; How to consult with areas

13. Next Steps – October
Outline of Draft IT Strategic Plan Report table of contents (ToC)
Initial stakeholder consultations
Weekly meetings of the Task Force, meetings with governance groups as required

14. Questions and Answers