Information Management Update OR

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Information Management Update OR
So what has Andrew been up to for the last year?

• Presentation made to the 2004 Monash IT Strategic
  Planning Workshop, May 4, Cape Schanck
• Andrew Treloar
• Project Manager, Strategic Information Initiatives

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Information Management Single-Slide Presentation

• What Alison and Chris said!
• So I dont really need to say anything!
• But I have (had?) 30 minutes to fill in so here
  goes

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A Failure of Expectation Management

• Developing a new university wide IM strategy is
  of vital importance
• Alison Crook
• IM is the single most important project for the
  university
• Chris Brown

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History of the Information Management Project

• Startup Phase
• Scoping Phase
• Data Collection Phase
• Strategy Creation Phase
• Implementation Phase
• Embedding Phase

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Startup Phase the triggering snowflake...

• April 2002
• Content Management System breakout group at ITSP
  Retreat gets a little bit carried away...
• May 2002 - April 2003
• Low intensity background and scoping work

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Scoping Phase the snow starts to slide...

• May 2003
• Andrew Treloar seconded out of IMS
• First Steering Committee meeting
• High intensity scoping work starts
• August 2003
• ARROW bid submitted to DEST
• October/November
• CAUDIT/ITS-funded study tour to UK US
• December 2003
• Agreement on project scope (!)

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Data-collection Phase the avalanche gathers
momentum...

• February 2004
• Agreement on meta-strategy
• April 2004
• Agreement on data-collection strategy
• May 2004
• Submission of study tour report

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Riding the Avalanche!

• Strategy Creation Phase
• Implementation Phase
• Embedding Phase

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Deliverables so far

• Vision
• Definition
• Scope
• Principles
• Dialogue
• Support Services Focus Area
• ARROW
• Study Tour Report

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A Vision...

• Managing information so that we can better create
  and share knowledge
• Plagiarised from an idea from Professor Chris
  Browne, Chair, Academic Board.

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Agreement on Information Management

• Selectively encoded and communicated knowledge

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Scope Statement
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Information Principles (draft)

• Corporate Importance
• Information Ethics
• User-Centeredness
• Availability
• Privacy and Compliance
• Accuracy
• Non-Repudiation
• Productivity and Efficiency
• Staff and Student Development

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Ongoing Dialogue

• Representatives of key stakeholder groups in
  University are meeting regularly and coming to a
  common mind
• This ongoing discussion and consensus building is
  a powerful deliverable
• It is both a process and an outcome

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Support Services Focus Area

• Information Management was one of the key themes
  at the recent Support Services Plan review
  workshop
• Growing recognition of the importance of managing
  our information efficiently and effectively

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CAUDIT/ITS-funded Study Tour

• Four universities in UK
• Open University, Coventry, Glamorgan, London
  Metropolitan
• Five universities in US
• UCLA, Indiana, Ohio State, Loyola College
  Maryland, University of Delaware
• Study Tour report
• http//www.caudit.edu.au/caudit/awards/2003/03trav
  eltreloar.html

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Study Tour Key Findings

• UK well developed in policy terms but finding it
  difficult to put policy into practice
• In US, interesting examples of institutional and
  project activity, but as responses to other
  policy areas, not co-ordinated by an overarching
  information management strategy
• The two lead sites in terms of information
  management strategy
• Coventry University and Glamorgan University.
• Glamorgan was only site visited which had an
  approach that made a significant difference to
  the operations of the university

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Study Tour Key Findings...

• Need to integrate IM into strategic planning
  processes
• Importance of dealing with people issues, not
  just technology issues
• Two recurring themes
• Role of Collaboration Support, particularly in
  the creation of information and knowledge
• Growing importance of Institutional Repositories.

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Activities for 2004

• Information Usage focus groups
• Validate scope model
• Identify service deficiencies and gaps
• Look for common themes
• Possible new services for 2005
• Arising from focus groups
• Input to project prioritisation process
• Information Management Strategy v1.0
• Input to 2005 planning processes
• Provide support governance for IM activities

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IM and the Three Excellences

• Excellence in education
• Learning object management
• Information literacy
• Excellence in research
• Collaboration support
• Research exposure (ARROW)
• Research management
• Excellence in management
• Efficiency and effectiveness

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Ongoing Challenges

• Scope creep
• Expectation management
• Inherent complexity
• Cultural change
• Implementing an ABC system isnt the answer
• or at least, not all of the answer
• Sustainability of IM activity

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Activities for 2005

• Steering Committee has identified need for
  ongoing governance and co-ordination
• New IM projects
• If these get funded
• Integration of IM into university planning
  processes
• Other Stuff

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Questions?

• Andrew.Treloar_at_its.monash.edu.au
• X 51138