Documents Contributed by ECAR and Financial Management

This ECAR case study complements the 2008 ECAR study, Process and Politics: IT Governance in Higher Education, by Ronald Yanosky with Jack McCredie. ECAR undertook this case study of Queensland University of Technology (QUT) to demonstrate how the underlying elements of a mature governance process facilitate the strategic development of information technology (IT) services. QUT has carried on a sustained program of IT governance development for almost a decade, in order to create a mature set of institutional supports, a layered advisory and decision-making structure that feeds innovation, and a network of involved governance participants, with the ultimate goal of developing a set of optimal IT services for the university. Characterized as "relationships underpinned by light-weight process frameworks in order to extract value from technology tools," QUT's IT governance structure relies on engaged people who drive the process as well as the project management and financial tools that assist with decision making.

This ECAR case study complements the 2008 ECAR study, Process and Politics: IT Governance in Higher Education, by Ronald Yanosky with Jack McCredie. ECAR undertook this case study of the University of California Berkeley to demonstrate how a large, decentralized research university approaches a complete rethinking of a campus information technology (IT) governance structure and the steps taken to initiate the transition to the new structure.

Citation for this work: Spicer, Donald Z., and Judith A. Pirani. "Reforming IT Governance at Berkeley: Introducing an Enterprise Perspective to a Decentralized Organization" (Case Study 3). Boulder, CO: EDUCAUSE Center for Applied Research, 2008, available from http://www.educause.edu/ecar.

This 2008 ECAR research study examines the extent of participation in IT governance by campus leaders and constituents; the use of IT governance mechanisms such as IT steering committees, project review, and performance measurement; and practices associated with good IT governance outcomes. The report is based on a literature review, consultation with practicing CIOs experienced in IT governance, and a web-based survey that was distributed to institutional representatives (mostly senior IT leaders) at 1,648 EDUCAUSE member institutions in June and July 2007. We received 438 responses (a 26.6 percent response rate to the survey). In addition, we received 216 responses from 59 institutions to a quantitative web-based survey for participants in IT governance who work outside of central IT. In addition to reporting the findings from these quantitative tools, this study includes feedback from interviews with 28 senior IT leaders from a mix of institutions. The interviews were designed to gain deeper insights into findings from the quantitative analysis and to capture additional ideas and viewpoints.

This 2008 ECAR research study examines the extent of participation in IT governance by campus leaders and constituents; the use of IT governance mechanisms such as IT steering committees, project review, and performance measurement; and practices associated with good IT governance outcomes. The report is based on a literature review, consultation with practicing CIOs experienced in IT governance, and a web-based survey that was distributed to institutional representatives (mostly senior IT leaders) at 1,648 EDUCAUSE member institutions in June and July 2007. We received 438 responses (a 26.6 percent response rate to the survey). In addition, we received 216 responses from 59 institutions to a quantitative web-based survey for participants in IT governance who work outside of central IT. In addition to reporting the findings from these quantitative tools, this study includes feedback from interviews with 28 senior IT leaders from a mix of institutions. The interviews were designed to gain deeper insights into findings from the quantitative analysis and to capture additional ideas and viewpoints.

This ECAR roadmap synthesizes the important issues and recommended actions drawn from the 2008 ECAR research study, Process and Politics: IT Governance in Higher Education, byRonald Yanosky with John W. McCredie. The research study examines the extent of participation in IT governance by campus leaders and constituents; the use of IT governance mechanisms such as IT steering committees, project review, and performance measurement; and practices associated with good IT governance outcomes. The report is based on a literature review, consultation with practicing CIOs experienced in IT governance, and a web-based survey that was distributed to institutional representatives (mostly senior IT leaders) at 1,648 EDUCAUSE member institutions in June and July 2007. We received 438 responses (a 26.6 percent response rate to the survey). In addition, we received 216 responses from 59 institutions to a quantitative web-based survey for participants in IT governance who work outside of central IT. In addition to reporting the findings from these quantitative tools, this study includes feedback from interviews with 28 senior IT leaders from a mix of institutions.

This document presents the key findings of the ECAR study,Process and Politics: IT Governance in Higher Education.This 2008 ECAR research study examines the extent of participation in IT governance by campus leaders and constituents; the use of IT governance mechanisms such as IT steering committees, project review, and performance measurement; and practices associated with good IT governance outcomes. The report is based on a literature review, consultation with practicing CIOs experienced in IT governance, and a web-based survey that was distributed to institutional representatives (mostly senior IT leaders) at 1,648 EDUCAUSE member institutions in June and July 2007. We received 438 responses (a 26.6 percent response rate to the survey). In addition, we received 216 responses from 59 institutions to a quantitative web-based survey for participants in IT governance who work outside of central IT. In addition to reporting the findings from these quantitative tools, this study includes feedback from interviews with 28 senior IT leaders from a mix of institutions.

This research bulletin presents a framework for the effective, ongoing, sustainable funding of IT infrastructure in universities and colleges. The framework articulates the composition of IT infrastructure and derives a cost model for provision of infrastructure services. The model is intended to be straightforward, enabling ready adoption, while also providing flexibility so that it can be updated on a periodic basis to reflect changing technological demand and supply conditions.

This study, designed and analyzed by ECAR on behalf of the Council of Higher Education Management Associations (CHEMA), identifies the forces of change that are building for higher education and seeks to understand their potential implications. The report adds the voice of higher education's administrative leadership to the dialogue about the future of our institutions. Sponsored by 22 CHEMA member associations, the study examines how administrators and officials engaged in college and university support functions anticipate that higher education will change over the next ten years by identifying the changes, opportunities, and threats these leaders foresee for higher education, for their institutions, and for specific functional areas. In addition, the study discusses how prepared institutions are to manage change and shape their own futures.

In 2004, MIT and Stanford University began the Total Cost of IT project to measure, or at least estimate, the total cost of IT at those two institutions. This bulletin describes the project costing model, processes, and findings and the ways this model can be replicated on other campuses. It explains how to categorize spending, which questions to ask, how to manage and analyze results, and how to extract a meaningful picture of IT spending.

IT portfolio management at the University of Nebraska is being used to address accountability in the broadest sense: strategic decision-making, project analysis, and performance-based reporting. The practice helps decision makers objectively determine which IT projects or systems should move forward and which ones must wait, when to involve others in the decision-making process, and which resources can help managers reach the best decisions. This research bulletin describes how IT portfolio management is structured and employed at the University of Nebraska.