1. Presented by: Michele Rushing Southern Illinois University, Carbondale Presented at: CUMREC 2002 Minneapolis, Minnesota May 14, 2002 Orchestrating a Successful Consulting Engagement

2. u Introduction u Defining the Project u Assembling the Project Team u Technology Considerations u Selecting Consultants u Working with Consultants u Post-Project Considerations Outline

3. Introduction

4. Introducing... u Chartered in 1869 u Multi-campus u Comprehensive state-supported institution u Internationally recognized programs

5. u Located in Carbondale, Illinois u Enrolls approximately 22,000 students u Carnegie II Research Institution u Home to Saluki Athletics at Carbondale...

6. Define The Project ? ? ? What do we need to do and why?

7. Why is this project needed?...  Higher education industry is changing u Technology advances u Don’t have expertise available to address this project Define the Project

8. Project Mission... Engage the consulting group in a contract which will allow the necessary transfer of knowledge for creating an analytical tool to attribute tuition revenue at Southern Illinois University at Carbondale Define the Project

9. Decide on Goals & Objectives... Problem This way! Define the Project

10. Assembling the Project Team Who?

11. u Secure high-level executive sponsorship of, support for, and participation in-- the project Assembling the Project Team

12. u Include team members with a functional background Technical Functional Assembling the Project Team

13. FunctionalTechnical Effective Tuition Rate Tuition-Iwaivers-Swaivers Tuit_Cnt = ? ? ? ? Assembling the Project Team

14. Functional Technical u Include a customer on your team Customer Assembling the Project Team

15. u Achieve “buy-in” Assembling the Project Team

16. u Train the Team What’s a datamart? Assembling the Project Team

17. Technology Considerations ? ? ? Do we need technology?

18. u What type of data is needed, and where is it? Report Paper- Based Knowledge- Based Technology Considerations

19. I can’t hear you! Technology Considerations u Determine technology needs

20. Now I can hear you! u Select, purchase, install technology components and applications Technology Considerations

21. u Install applications Technology Considerations

22. u Identify and clean data files

23. Selecting Consultants ? ? ? Who do we hire?

24. Help! Define Consultant … “An individual with specialized skill and knowledge who is contracted to accomplish (or assist in accomplishing) an assignment in an unprejudiced manner and independent of other responsibilities” Selecting Consultants

25. u DEMAND consultants with experience in your industry u Do your homework u Ask for a site visit

26. Working With Consultants

27. u Include them as a member on the team - Contact early in the planning process -Establish good working relationship -Discuss engagement Working With Consultants

28. u Go as far as you can without them Start Working With Consultants ?

29. u Prepare a project plan and follow it

30. u Be prepared when they get there Working With Consultants

31. u DEMAND knowledge transfer u Communicate, communicate, communicate Working With Consultants

32. Post-Project Considerations

33. u Data Maintenance u Program Maintenance u Data Quality u Project Expansion u End-User Training u Competition with Existing Data u Web Access Post-Project Considerations

34. u Revisit Other Areas Post-Project Considerations Remember that good idea early in the project?