1. Project Discovery – Monday Holyoke 561 Most updates will only have 30 minutes maximum for their presentations. At least 10 minutes should be left for Q&A.

2. Purpose and Intended Outcome Purpose To officially kickoff the Project: X To present a high-level, conceptual plan Intended Outcome To validate the documented approach and to formally launch the project into planning 2 This presentation assumes the project team has put significant thought into objectives, goals, KPIs, staffing and implementation framework

3. Project Vision 3 To simplify and improve user access to applications and information To enhance critical business processes like onboarding, and automate where appropriate To facilitate interschool collaboration and encourage external partner trust To improve the security stature of the University with a standardized approach Strategic ObjectivesGuiding PrinciplesKey Performance Indicators Business needs should drive how the technology supports the identity and access management needs of the University The tactical planning should remain aligned with the strategic objectives Solution design should allow for other schools to use the foundational service or communicate with the service in a consistent, federated fashion Communication and socialization of the program are critical to its success Adoption rate of application integration with IAM, including federated components Onboarding and deprovisioning process speed measurements, including number of resource objects being measured by the formal provisioning process Number of Harvard schools that trust each other over time, and the number of trust relationships established with external partners Adoption of InCommon Assurance Standards and InCommon Audit results Provide secure access to applications that is easy for the user, application owner, and IT administrative staff with solutions that require fewer login credentials, enable collaboration across Harvard and beyond, and improve security and auditing The Vision for Identity and Access Management (IAM) Slide should be updated with project vision IAM Vision added for reference and should be updated

4. Scope 4 Impacted ServicesWhat services will this project focus on What changes due to this project? What currently exists that will be updated due to this effort? (Services, Products, Processes, etc.) What will be new?What will be newly created due to this effort? (Services, Products, Processes, etc.) What will go away?What legacy components will be deprecated due to this effort? (Services, Products, Processes, etc.) What is out of scope?What areas are out of scope for this project? What groups and orgs will benefit? Who is the intended audience and how will they benefit DependenciesWhat other Projects or ongoing efforts will this Initiative rely upon? Other projects depending on this effort? What other Projects are relying on functionality provided from this effort?

5. Before and After Before the ProjectAfter the Project Describe current state Services / Tools that exist today Metrics that support Vision Future state descriptions of each “Before” observation 5

6. Core Project Delivery Team Sponsor: Project Manager: Technical Lead (if applicable): Working Team: Oversight Group (if applicable): 6

7. High-level Plan and Workstreams 7 Key Activities and Events FY’15FY’16FY’17 Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4 Work stream 1 Work stream 2 Workstream 3 Update as necessary This is slide is not meant to convey the detail of a project plan. As such it should not be crowded but only provide a high level overview and should not be a crowded slide It should be a top down visual to provide high-level timing for executive leadership.

8. Next Steps / Milestones MilestoneTarget DateNotes Plan Complete (If Large or Very Large Effort) Anticipated completion date of planning effort Detailed work stream plan and budget (If Large or Very Large Effort) A detailed plan and budget should further elaborate the high-level plan documented previously …. 8

9. Questions and Answers? Does this approach, objectives and next steps align with the expectations of the governing body? Do the milestones and next steps meet expectations? Other Questions? 9 Please leave at least 10 minutes for Q&A An update presentation should, at a minimum, ask the governing board to validate the approach and provide guidance and input

10. Supporting Materials 10 If necessary add additional slides beyond this point to support the update and to assist with pre- reading. If unnecessary, please delete this and next slide.

11. Appendix A: 11