April 6, 2011 | Wednesday | 10 – 11:30am | 6 Story St., 1 st Fl.

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

2. High-level Transition Program Update Debrief on Town Hall 1 of 2 University-wide IT Updates Agenda

3. The Last 16 Weeks Recap on Achievements to Date Org Design • New Org Mission and Vision established • New Org Values development under way: • 5 out of 8 focus groups completed w/ 66 participants • 3 remaining sessions on 4/26 Tuesday • Leadership established for 6 out of 9 units: • All to complete detailed design of their respective unit(incl. sub-units) by end of May • Recruiting under way for new CTO and Client Services MD • Definition of Academic IT leadership position under way • New Org Name: rolling out to all IT staff of new org • Invitation to all staff going out tomorrow from UCIO • Staff to submit ideas by end of next week to ucio@harvard.edu

4. The Last 16 WeeksRecap on Achievements to Date (continued) IT Service Delivery Client Services Admin IT Acad IT IT Security IT Infra • IT services for 6/15/2011 (and ~1-2 years out) defined! • 4 out of 5 WG presentations to SC done • Scoping for new org website design, plan, and build initiated • Drafting basic “About Us” web content under way • Reviews with MDs and other senior management to occur in May • Building a strong understanding of current processes (4) under way • To build a thorough, honest, accurate understanding on both sides of legacy organizations • To ensure the future state processes we ‘rapid-prototype’ in May carry over the best from both worlds on 6/15 (and beyond) • To begin identifying and getting ready for key changes for which we must manage actively through training, communications, and socialization

5. DID NOT DISCUSS The Last 16 WeeksRecap on Achievements to Date (continued) Founda-tional: Finance HR Comms • Finance: Testing of Funding Model Framework and Criteria under way • Timeframe elongated significantly • IT Security recently identified as first real pilot area for examination and implementation right after 6/15 • HR: • Common job families and functions nearly finalized • Beginning to support leadership team in building out their respective units by providing soon: • Research findings on leading practices information and data • Preliminary and basic staff and functional data from PeopleSoft HR system • Staff survey administration next week; mgmt validation week of 5/2; and analysis of survey data with org design recommendations by 5/13 • Communications: New PM, Sarah O’Connell, starting in FT capacity on 5/9 (thru next 6 months)

6. Debrief on Town Hall 1 of 2

7. Lessons learned to date: More detail needed on org design piece – DATES Less detail on leadership slides All leaders need to introduce themselves What else? Other comments, ideas, considerations for tomorrow and beyond? What must we be prepared on for the next one? (likely to take place on 6/1) Debrief on Town Hall 1 of 2

8. University-wide IT Updates DID NOT DISCUSS

9. New Incoming Provost Alan Garber IT Visiting Committee 4/20 Visit Latest Budget Reviews for Upcoming FY FAS Faculty Standing Committee on IT – Recent Kickoff April University Corporation Presentation on Innovative Pedagogy Risk Management in IT Harvard @ 400 DID NOT DISCUSS University-wide IT Updates

10. Thank You – Stay Tuned for More Until Next Time http://isites.harvard.edu/transition