Reimagining IT: Sprints & Work Groups

From November 2016 through June 2017, we are taking an agile approach to our ground-up strategic planning process that will involve several four-week Sprints. During a Sprint, Work Group teams will prioritize ideas, come to shared vision, and produce a meaningful outcome or minimally viable product. The information provided here is subject to change as we continue the planning process.

image of working groups at kickoff retreat

Sprint 1

Sprint 1 Calendar

Work Group

Team

Charge 

Engagement & Consulting

Group Lead: Jerry Yerardi, Associate CIO, CSS and Director of CSS IT

Co-Leads:

  • Chris Hoffman, Manager, Informatics Services, Research IT
  • Anne Marie Richard, Director, Student Technologies, SAIT

Looking ahead 2-3 years, recommend a design for consulting and engaging with campus faculty, students, and staff about all campus IT services that will substantially improve the experience of faculty, students, and staff in understanding, finding, and using IT services to meet their needs.

View Report

IT Services

Group Leads

  • Dave Browne, Director, IST-Infrastructure Services
  • Barinder Flannagan, Director & Deputy CIO, Haas School of Business

Members

  • Chris Kosienski, Program Manager, Development Office
  • Kevin Chan, Manager - Systems Administration Team, ETS
  • Amit Singh, Manager, IST-Infrastructure Services
  • Noah Beil, Administrative and Departmental Computing Group Manager, CCE
  • Gabriel Gonzalez, Chief Technical Officer, Law
  • Michelle Bautista, Supervisor, CSS IT
  • Nathan Clark, Information Tech, SAIT

Identify major IT services areas that can and should be consolidated across Berkeley IT and which units currently provide these services. Indicate which of these you think are early wins/“low-hanging fruit.”

View Report

Telling Our Story

Group Leads

  • Patrick Schmitz, Associate Director, Research IT
  • Jon Conhaim, Manager of Technology Program Office, OCIO

Members

  • Rita Rosenthal, Communications Manager, OCIO/IST
  • Meggan Levitt, Deputy Director, ETS
  • Amit Singh, Manager, IST-Infrastructure Services
  • Quinn Dombrowski, Digital Humanities Coordinator, Research IT
  • Ken Sumikawa, Project Manager, SAIT

1. Develop a succinct definition of what “Telling Our Story” means and what benefit it produces. 
 
2. Propose a model for how Berkeley IT in the future can better tell our story.

View Report

Workforce Strategy

Group Leads

  • James Dudek, Director of Organizational Strategy, SAIT
  • Walter Stokes, Senior Manager of Database Services, IST-Enterprise Data

Members

  • Michelle Bautista, Supervisor, CSS IT
  • Meegan Levitt, Deputy Director, ETS

Direct input from the IT Council (ITC), the IT Manager's Forum (ITMF) and the IT Leadership Group (ITLG).

1. Recommend a One IT (that is, campus-wide) workforce development strategy for all campus IT professionals that will enable IT professionals to be prepared for the kind of IT work needed on campus in the next 5-7 years (e.g., more of facilitators, brokers, and integrators than operations staff; more knowledge about how to add value to teaching, learning, research, and student life).  

2. Sketch out a model for how IT staff can have more opportunities and more easily move across future campus IT departments.

View Report

Sprint 2

Sprint 2 Calendar

Work Group

Team

Charge 

Cloud Services

Group Leads

  • William Allison, University CTO and Director, IST-API
  • Gabriel Gonzalez, Chief Technical Officer, Law
  • Marlita Kahn, Service Manager, IST-API

Members

  • JR Schulden, Associate CIO, Administrative IT Systems - IST
  • AJ Zmudosky, Systems Administrator, Infrastructure Services
  • Aaron Culich, Research Computing Architect, RIT
  • Traci Young, Information Tech, SAIT
  • Owen McGrath, Assoc. Director, Teaching and Learning Spaces and Operations, ETS

SMEs

  • Dave Brown, Director, IST-Infrastructure Services
  • Jonathon Taylor, Senior Systems Administrator, IST-Infrastructure Services
  • Walter Stokes, Senior Manager of Database Services, IST-Enterprise Data
  • Jon Skelton, Sr. Cloud Architect, IST-API
  • David Willson, Strategic Technology Acquisition-OCIO
  • Leon Wong, Information Security and Policy-OCIO

1. Deliver cloud strategy recommendations based on the campus cloud strategy document incorporating ITAIC feedback. 

2. Draft a framework toolkit for cloud decision-making.


3. Evaluate two simple use cases against the framework:
    a. webfarm.
    b. UCB homepage.

4. Plan Sprint 3 (and 4)

View Report

Trusted Partner

Group Leads

  • Jerry Yerardi, Associate CIO, Campus Shared Services and Director of CSS IT
  • Anne Marie Richard, Director, Student Technologies, SAIT

Members

  • Chris Hoffman, Manager, Informatics Services, Research IT
  • Kyle Pope, Deputy Director, CSS IT
  • Rita Rosenthal, Communications & Outreach Manager, OCIO/IST
  • Quinn Dombrowski, Digital Humanities Coordinator, Research IT
  • Jean Cheng, Program Manager for Academic Innovation Studio, ETS
  • Jennifer Bellenger, Change & Engagement Lead, IST
  • Michelle White, Vendor Application Support Specialist, SAIT
  • Barinder Flanagan, Deputy CIO, Haas School of Business
  • Phil Mahoney, Director Haas Technical Service

1. Refine list of examples demonstrating best practices for consulting and engagement.

2. Reach out to interested IT staff from Get Involved form to identify common themes and challenges.

3. Identify practices and steps that will result in IT becoming a trusted partner.

View Report

Workforce Strategy

Group Leads

  • James Dudek, Director of Organizational Strategy, SAIT
  • Walter Stokes, Senior Manager of Database Services, IST-Enterprise Data

Members

  • Andrew Cho, Associate Director Vendor Support, SAIT
  • Adam Grimaldi, BTSA 3 - Zone 2 (Campanile) Team Lead, CSS IT
  • Mark J. Brindle, Telecom Technician, IST-Telecom
  • Jennifer Bellinger, Change and Engagement Lead, API, IST
  • Charles Lam, Information Systems Analyst, Haas Core Programs
  • Hayley Bower, Student Services Outreach Manager, SAIT
  • Meggan Levitt, Deputy Director, ETS
  • Kyle Pope, Deputy Director, CSS IT
Overall: Develop tactics for the Workforce Development and IT Leadership strategy.

1. Finalize work plan for workforce development for One IT (based on SAIT's plan).

2. Develop tactics to create a program to enable staff to move between jobs more easily.

View Report

Research, Teaching, and Learning Core Services

Group Leads

  • Meggan Levitt, Deputy Director, ETS
  • Chris Hoffman, Manager, Informatics Services, Research IT

Members

  • Jon Hays, Service Manager, bConnected Collaboration Services
  • Lisa Chang, Project Lead - Imaging, SIS
  • Mark Brindle, Telecom Technician, IST-TeleCommunications
  • Kim Carl, Director, Information Systems & Services, VCRO
  • Jeff Loo, Librarian, Library Administration
  • Yasmin Alnoamany, Postdoctoral Fellow, Library Administration
  • Jon Stiles, Archivist, SS Data Lab
  • Claudia von Vacano, Executive Director, D-Lab and Digital Humanities
  • Rick Jaffe, Research Data Consultant, RIT
  • Noah Wittman, Manager, ETS
  • Richard Freishtat, Director, Center for Teaching and Learning

Advisory Group

  • Dino Johnson, Manager of Instructional Technology, Law
  • Dan Gillette, Senior Research Scientist, CITRIS
  • Sangil Yoon, Director of Haas Digital
  • Patrick Schmitz, Associate Director, RIT
  • Quinn Dombrowski, Digital Humanities Coordinator, RIT
  • Maurice Manning, Systems Architect, RIT
  • Johnathon Kogelman, Research Support, CSS IT

1. Review Research, Teaching and Learning (RTL) service definitions and rankings from RAE Redo.

2. Gather initial feedback from faculty and students regarding RTL services.

3. Develop mechanisms for gathering more feedback, especially from undergrads.

4. Develop principles and a rubric for strategic selection and improvement of RTL services.

5. Write a report of initial findings and steps for next sprint.

View Report

Consolidation of Services & Functions

Group Leads

  • Kevin Cornish, CIO, Haas School of Business
  • Lyle Nevels, Deputy CIO, IST

Members

  • Patricia Donnelly, CIO, Law School
  • Paul Robles, Associate CIO, SAIT
  • Jenn Stringer, Associate CIO, ETS
  • Jerry Yerardi, Associate CIO, CSS and Director of CSS IT
  • Scott Shireman, Chief Operating Officer, UC Berkeley Extension and Berkeley Resource Center for Online Education (BRCOE)

1. Create a framework to identify, analyze and make decisions regarding IT service consolidation and rationalization opportunities that reduce the cost to deliver high quality, relevant IT services across campus.

2. Socialize the context and framework across the One IT community (providing insight into why we would create it and by whom/how it may be used).

3. Promote adoption of the framework with appropriate IT and campus leaders.

Sprint 3

Sprint 3 Calendar

  • April 24, 2017 - Sprint 3 Work Groups Kick-Off
  • May 11, 2017 - Open Seminar 
  • May 31, 2017 - Sprint 3 Ends, Group Retrospective and Celebration

Work Group

Team

Charge 

Funding and Organizational Models

Group Lead

  • Larry Conrad, Associate Vice Chancellor for Information Technology and Chief Information Officer

Members

  • Lyle Nevels, Deputy Chief Information Officer, OCIO
  • Eric Fraser, Assistant Dean, College of Engineering
  • Kevin Cornish, CIO, Haas School of Business
  • Angela Blackstone, Associate CIO, Student and Chief Technology Officer
  • Patricia Donnelly, CIO & Assistant Dean, Instructional and Information Technology and Services (Law)
  • Paul Robles, Associate CIO, Student Affairs Information Technology
  • Erik Mitchell, Associate University Librarian, Digital Initiatives and Collaborative Services
  • Jerry Yerardi, Associate CIO, CSS-IT
  • Jon Stiles, Archivist, SS Data Lab
  • Jenn Stringer, Associate CIO Academic Engagement, Directory ETS
  • David Greenbaum, Director, Research IT

1. Explore funding model options and possible organizational options.

2. Settle on a relatively small set of options that can be further discussed and explored with various constituencies.

3. Consider three broad categories: a bold option, a middle-of-the-road option, and an evolutionary option.

View Report

Cloud Strategy

Group Leads

  • William Allison, University CTO and Director, IST-API
  • Gabriel Gonzalez, Chief Technical Officer, Law
  • Marlita Kahn, Service Manager, IST-API

Members

  • JR Schulden, Associate CIO, Administrative IT Systems - IST
  • AJ Zmudosky, Systems Administrator, Infrastructure Services
  • Aaron Culich, Research Computing Architect, RIT
  • Traci Young, Information Tech, SAIT
  • Owen McGrath, Assoc. Director, Teaching and Learning Spaces and Operations, ETS
  • Pierre Chew, Director of Data and Performance, Haas School of Business
  • Lisa Martin, Business Analyst, Haas School of Business
  • Charles Lam, Information Systems Analyst, Haas School of Business
SMEs
  • Dave Brown, Director, IST-Infrastructure Services
  • Jonathon Taylor, Senior Systems Administrator, IST-Infrastructure Services
  • Walter Stokes, Senior Manager of Database Services, IST-Enterprise Data
  • Jon Skelton, Sr. Cloud Architect, IST-API
  • David Willson, Strategic Technology Acquisition-OCIO
  • Leon Wong, Information Security and Policy-OCIO

1. Finalize the Cloud strategy framework toolkit.

2. Using the framework toolkit, evaluate the Web Farm and UCB homepage use cases.

3. Finalize the campus cloud strategy.

4. Identify additional use cases to evaluate through the toolkit.

View Report

Trusted and Strategic Partner

Group Leads

  • Jerry Yerardi, Associate CIO, Campus Shared Services and Director of CSS IT
  • Anne Marie Richard, Director, Student Technologies, SAIT

Members

  • Chris Hoffman, Manager, Informatics Services, Research IT
  • Kyle Pope, Deputy Director, CSS IT
  • Rita Rosenthal, Communications & Outreach Manager, OCIO/IST
  • Quinn Dombrowski, Digital Humanities Coordinator, Research IT
  • Jean Cheng, Program Manager for Academic Innovation Studio, ETS
  • Jennifer Bellenger, Change & Engagement Lead, IST
  • Michelle White, Vendor Application Support Specialist, SAIT
  • Barinder Flanagan, Deputy CIO, Haas School of Business
  • Phil Mahoney, Director Haas Technical Service

Develop a plan of action to identify practices and steps that will result in IT becoming a trusted and strategic partner. Define “trusted partner” and “strategic partner.”

View Report

Research, Teaching, and Learning Core Services

Group Leads

  • Meggan Levitt, Deputy Director, ETS
  • Chris Hoffman, Manager, Informatics Services, Research IT

Members

  • Jon Hays, Service Manager, bConnected Collaboration Services
  • Lisa Chang, Project Lead - Imaging, SIS
  • Kim Carl, Director, Information Systems & Services, VCRO
  • Jeff Loo, Librarian, Library Administration
  • Yasmin Alnoamany, Postdoctoral Fellow, Library Administration
  • Jon Stiles, Archivist, SS Data Lab
  • Claudia von Vacano, Executive Director, D-Lab and Digital Humanities
  • Rick Jaffe, Research Data Consultant, RIT
  • Noah Wittman, Manager, ETS
  • Richard Freishtat, Director, Center for Teaching and Learning
  • Eric Mayer, Producer/Director, Haas Core Programs

Advisory Group

  • Mark Brindle, Telecom Technician, IST-TeleCommunications
  • Dino Johnson, Manager of Instructional Technology, Law
  • Dan Gillette, Senior Research Scientist, CITRIS
  • Sangil Yoon, Director of Haas Digital
  • Patrick Schmitz, Associate Director, RIT
  • Quinn Dombrowski, Digital Humanities Coordinator, RIT
  • Maurice Manning, Systems Architect, RIT

1. Gather feedback on core RTL services, definitions, and rubric:
     - Consulting Summit
     - Faculty focus group
     - Undergraduate focus group

2. Analyze RAE survey. 

3. Refine definition of ‘Core Service.’

4. Refine rubric (strategic principles for prioritization).

5. Identify initial priorities for core RTL service improvement.

6. Identify tactics for next phase.

View Report

Security

Group Leads

  • Kate Riley, Co-Interim Chief Information Security Officer
  • Matt Wolf, Co-Interim Chief Information Security Officer

Members

  • Ronnie Ong, Project Manager, IST
  • Jeremy Rosenberg, Manager, IST
  • Jeff Kreutzen, Director, Information Technology, University Health Service
  • Scott Hall, Manager and Architect, ServiceNow
  • Rob Silva, Architecture Platform Integrations, IST
  • Petr Brym, Security, SAIT
  • Ken Papai, Associate Director, Applications Integrations, SAIT

Building from the major security projects that the security and networking team are rolling out in the next several years, identify key tactics (projects) that One IT should support. 

View Report