IRM

1
IRM IRM PlanningCurt Pederson, CIO, State of
Oregon

• 1997 Summer Institute for Public Health Practice

2
CIO Life Choice or Genetic Predisposition?

• CIO Means Career is Over
• 75 Turn-Over Rate Amongst State CIOs
• Resign, Fired, or Went into Treatment

3
CIOs Mission

• Help agencies maximize the value, quality and
  use of their information resources.

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IF IT Works Right, A...

• CIO can facilitate integration of IT across
  multiple departments or agencies
• CIO can facilitate timely adoption of new
  technology
• CIO can help ensure IT investments provide value
• CIO can help position IT as a strategic weapon

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Oregon CIO Responsibilities

• Administration
• Planning Review
• Systems Development
• Consulting
• Data Center
• IT Training/Education
• Telecommunications
• (GIS

• Distance Learning
• Internet Services
• Video Conferencing
• Project Management Oversight
• Legislative Agenda
• Marketing

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CIO Attributes

• Imagination
• Leadership
• Vision
• Strategic Thinking
• Courage
• Change agent
• Champion
• Understand issues

• Data bigot
• Maintains network of peers/stakeholders
• Interpersonal skills
• Ability to navigate in a complex organization
• Balancedplanning Vs. execution
• Fosters staff renewal

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CIO Imperatives

• Willing to act!
• Can take the heat!
• Its about people!
• Its about relationships!
• Its about focus!
• Its about communication!
• Its about value!

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The Value PropositionKey questions

• How has IT contributed to the mission?
• lower agency cost?
• increased sources of revenue?
• improved customer/citizen service?
• How will IT support the agency mission in the
  next 6 -12 -18 - 24 months?
• Keep in mind, half life is now 6 months!

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Oregon IT Environment

• CIO has more responsibility and accountability
  than authority
• Administrative and functional accountability to
  the Executive Branch (D)
• Functional and political accountability to the
  Legislature (R)
• Over 100 individual agencies, boards, and
  commissions - turf, , lack of qualified staff

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Strategic IT PlanningA DEFINITION

• A disciplined effort to produce fundamental IT
  decisions and actions shaping the nature and
  direction of an organizations activities.

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Key Guiding Principle

• Maximize those things which must go right rather
  than minimize those things which might go wrong.

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Strategic PlanningLike a Rain Dance?

• A good deal of corporate planningis like a
  ritual rain dance. It has no effect on the
  weather that follows, but those who engage in it
  think it does.Moreover, much of the advise
  related to corporate planning is directed at
  improving the dancing, not the weather. Drian
  Quinn, Dartmouth

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Strategic PlanningCaution - Before You Begin!

• Make sure that you know what youre aboutClarity
  of Mission
• Ask the question If we are successful, what
  will be different or what will we have
  accomplished the end of ?
• Note you dont have to be right, just close!
• The process can be more valuable than the
  product?

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Oregon IRM Planning Overview

• Agency Business Agenda
• Customer Service Public Access
• Information Resource Sharing Application
  Assessment
• Technology Initiatives
• Organizational Capacity Assessment
• IRM Peer Review Program Priorities
• IRM Project Summaries

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Oregon IRM Planning

• Business Agenda
• Review/validate agency's mission and goals.
• Describe technology-related business
  opportunities.
• Specify your most significant external
  relationships that you can improve through more
  effective information management or technology.

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Oregon IRM Planning

• Customer Service Public Access
• Describe the opportunity for each customer
  service enhancement or public access improvement.
  
• Review electronic mail and electronic document
  policies and procedures. Ensure agency has
  defined retention and disposition policies for
  electronic records.

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Oregon IRM Planning

• Information Resource Sharing Application
  Assessment
• Describe IRM resource sharing opportunities.
• Evaluate major business applications to determine
  if any need replacement or significant
  enhancement.
• Describe any plans for internet-based publication
  or transaction processing.
• Describe plans for electronic document
  management, including imaging and workflow
  management.
• Assess the impact of the Year 2000 on your
  information systems.

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Oregon IRM Planning

• Technology Initiatives
• Summarize your agency's installed technology
  base. Forecast likely changes over the next
  three years.
• Identify staff, products or remote backup
  services needed to protect your agency data
  assets.
• Identify needed improvements in physical security
  of computing or network facilities.

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Oregon IRM Planning

• Organizational Capacity Assessment
• Assess the adequacy of IS technical training and
  education for your IRM staff and end users.
• Identify essential IS technical training and
  education needs of agency information system
  support staff.
• Identify barriers to recruiting and retaining
  qualified IRM staff. Include any strategies you
  have adopted or can suggest to improve success.
• Prepare your specific IT staffing objectives.

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Oregon IRM Planning

• IRM Peer Review Program Priorities
• Compare IRM objectives and scope opportunities
  for sharing and joint projects.
• Review and rank-order your agency and
  program-level IRM objectives from the IRM
  Business Initiative forms that you have
  completed.
• Assemble your Agency IRM Plan.

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Oregon IRM Planning

• IRM Project Summaries
• Once your agency has finalized your budget,
  prepare a supplement for those objectives and
  projects that actually receive funding support in
  your agency budget.
• Review the planning instructions and give us your
  thoughts on what you liked and how the they might
  be improved.

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Oregon IRM PlanningFOR MORE INFORMATION

• IRM Planning Instructions Online at URL
• (text file,Adobe Acrobat, Filemaker runtime
  formats)
• http//www.state.or.us/IRMD/guidelin/irmplan
• For more information
• IRM Division, Strategic Planning and Review
• Mike Zanon, Deputy Chief Information Officer
• EMAIL mike.zanon_at_state.or.us
• Phone [phone]
• FAX [phone]