IRM & IRM PlanningCurt Pederson, CIO, State of Oregon

1997 Summer Institute for Public Health Practice

CIO : Life Choice or Genetic Predisposition?

CIO Means “Career is Over” 75% Turn-Over Rate Amongst State CIO’s Resign, Fired, or Went into Treatment

CIO’s Mission

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

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

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

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 Balanced—planning

Vs. execution Fosters staff renewal

CIO Imperatives

Willing to act! Can take the heat! It’s about people! It’s about relationships! It’s about focus! It’s about communication! It’s about value!

The Value Proposition:Key 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!

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

Strategic IT Planning:A DEFINITION

“A disciplined effort to produce fundamental IT decisions and actions shaping the nature and direction of an organization’s activities.”

Key Guiding Principle

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

Strategic Planning—Like a Rain Dance?

“A good deal of corporate planning…is 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

Strategic Planning:Caution - “Before You Begin”!

Make sure that you know what you’re about—Clarity of Mission

Ask the question: “If we are successful, what will be different or what will we have accomplished the end of ?”

Note: you don’t have to be right, just close! The process can be more valuable than the

product?

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

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.

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.

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.

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.

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.

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.

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.

Oregon IRM Planning:FOR MORE INFORMATION

IRM Planning Instructions Online at URL:(text file,Adobe Acrobat, & Filemaker runtime formats)(text file,Adobe Acrobat, & Filemaker runtime formats)

http://www.state.or.us/IRMD/guidelin/irmplanhttp://www.state.or.us/IRMD/guidelin/irmplan

For more information:IRM Division, Strategic Planning and ReviewIRM Division, Strategic Planning and Review

Mike Zanon, Deputy Chief Information OfficerMike Zanon, Deputy Chief Information Officer

EMAIL:EMAIL: mike.zanon@state.or.usmike.zanon@state.or.us

Phone:Phone: 503-378-4127503-378-4127

FAX:FAX: 503-378-5200503-378-5200