UCPath Communications Plan for UC San Diego June 2013 Plan Contents • • • • • • • • Overview UCPath Groundwork Plan Goals Stakeholders, Partners & Audiences Current Communication Activities Schedule Collateral Review Summary 2 OVERVIEW 3 Overview • • • This plan dovetails with the UCOP UCPath Central Team’s Communication Plan UCSD UCPath PMO is the repository for all information relative to UCPath for UCSD Distribution of information will be through: • • • • • PMO office (when appropriate) HR Communication Channels (as warranted) Payroll Office (as warranted) Other departments as necessary UCSD UCPath PMO will be: • Central POC for all employees • Liaison between UCSD and UCOP 4 UCPATH GROUNDWORK 5 UCPath Groundwork • • • • • Laid by UCPath Central Team UCPath Position Statement UCPath Foundational Messaging Basis for all UC San Diego Communications PMO will build upon Central Team’s efforts, tailoring messages to UCSD population 6 UCPath Position Statement “UCPath will deploy a foundational infrastructure, common processes and shared services for HR and Payroll which improve employee service and enable future capabilities and efficiencies system-wide.” 7 Foundational Messaging • WHAT is UCPath? UCPath will deliver a system-wide solution for payroll and HR services that includes common technology, consistent business processes and a shared services center that meets the core needs of each location, delivers high quality efficient service, and positions UC for growth and change. • WHY are we doing this? Our current approach and infrastructure for payroll and HR is obsolete, inefficient, costly to maintain, unsustainable and presents tremendous risk if left unchanged. • HOW will we achieve the benefits? By deploying a cornerstone system-wide infrastructure for payroll and HR, simplified business processes, and a center for shared services, we improve our services and efficiencies and create the building blocks for future improvements. 8 Foundational Messaging • PROOF of success? More accurate and timely data for decisions and reporting, reduction in rework and paper processing, ready access to job and employment information, more consistent implementation of policy, and greater operational efficiency over time. • WHO is affected? Services will be improved for all employees. Employees will have ready access to job and employment information, managers will have better tools and more time for higher-value activities, and University leaders will have better data, reporting and decision-making capabilities. • WHEN will we see changes? All locations will begin using UCPath during the next two years as the infrastructure is deployed, and benefits will accrue into the future as new improvements leverage the foundation to further increase efficiency and effectiveness. 9 PLAN GOALS 10 Plan Goals Primarily to inform stakeholders about UCPath How will PMO accomplish this? • Educating audiences about UCPath features & functions • Building support for the change the program brings • Defusing situations that may cause employee concern • Providing accurate, timely and honest information – Mitigating rumors and misinformation 11 STAKEHOLDERS, PARTNERS & AUDIENCES 12 Stakeholders, Partners and Audiences Internal Campus Audiences Campus Leadership Business Management Team Program Teams External Campus Stakeholders End Users UCOP Other UC Campuses & Medical Centers Project Partners Internal • Campus Leadership (including UCPath Governance Structure: Chancellor, Vice Chancellors, Executive Sponsors, Steering Team, Campus Advisory Council, Campus UCPath Project Management Office • Business Management Team: ABAs, DBAs, ORUBAs, MSOs, Business Directors, Department Chairs, Faculty, HR, Payroll, Finance Employees & Managers • Program Teams: Implementation Teams e.g. Data Conversion, Interfaces, etc. • End Users: All employees of UCSD, PPS Users External • UCOP: PMO Lead Subject Matter Experts, Implementation Team • Other UC Campus/Medical Centers • Project Partners: Vendors and others involved with UCPath 13 Audience Segmentation High IMPACT (Degree of actual or perceived change to daily tasks, tools and/or processes) Low Most Impacted Audiences: Campus HR, Payroll, Finance, Managers, Faculty, Leadership, other key stakeholders Messages: Rationale, Future State, Policy & Process Changes, Job-Specific Changes Project Teams: Audiences: Campus PMO, Extended Implementation Team, Campus Readiness Team, Executive Sponsors, Campus Steering Team, Management Workgroup Messages: Rationale, Policy Changes, Functional Changes, Project Progress Affected Audiences: End users (not in HR, Payroll, Finance, IT, Managers) Messages: Rationale, Future State, Organization, What to do and When Project Partners: Audiences: Partners/vendors Messages: Detailed Project Information, Dependencies Low ENGAGEMENT (Knowledge High about/participation in project activities) 14 Audience Messaging Vehicles UCOP Communication Vehicles UCSD Communication Vehicles UCSD Audience UCPath Website Looking Forward Leadership Messages UCPath Forward Info Sessions (Town Halls) UCPath Blink Site E-Mail Updates Leadership Perspective HR/Payroll/Fi nance/IT Employees X X X X X X X X Faculty X X X X X X Executive Sponsors X X X X X X X X X X X X X X X X X X X Campus Steering Team X X X Managers X X X X X X X End Users X X X X X X X External Partners X UCPath PMO Extended Imp. Team X X X X 14 Audience Messaging Audience Fears/Perceptions Information Needs Low Impact Affected (End Users, DW users, employees not in HR, Payroll & Finance) UC will not commit the necessary resources to the program in order to do the transition completely and effectively. Changes in how to access employee information and benefits using the UCPath Portal. UC is stripping campuses of their individuality; this is the first step toward total centralization of government; never supports paying a third party (corporation) for things that have been done internally before. How to open a case using the Case Management tool. Vehicle/Approach Communicate to the lowest level of project awareness Looking Forward UCOP UCPath Website UCSD UCPath Blink Site E-mail Updates UCSD UCPath Forward Leadership Messages Training communications Information Sessions/Town Halls Payroll will have less features than before. Low Impact External Partners and/or Vendors High Impact Campus PMOs, Steering Team, Advisory Council & Readiness Group Very knowledgeable about all aspects of UCPath Detailed project information Dependencies Updated plans and schedules Project progress Policy changes Functional changes UCPath Progress, Status Reports & UCOP SharePoint UCSD Blink & SharePoint Leadership Communications Leadership Perspective 16 Audience Messaging Audience Fears/Perceptions Information Needs Vehicle/Approach High Impact Managers (ABA, ORUBA, MSOs/DBOs, Dept. Chair, Business Directors Faculty Payroll, HR & Benefits actions are so detailed they can’t be handled effectively elsewhere. Doesn’t believe the UCPath Center will provide the same level of service employees currently get. Show what the end product looks like what they’re working toward. High touch, interactive Two-way interactive sessions (Information Sessions, Town Halls) Cannot believe that UCSD faculty will call/interact with strangers at the call center vs. walking into an office on campus. Targeted, specific changes relative to HR, Payroll & Finance Change on this scale causes major concern. Will it do what it is supposed to? UCPath is SO big and SO detailed – have seen other large UCOP operations attempted & failed over the years – will this be just another, albeit expensive, one? Detailed information about changes to their jobs and to the jobs of their staff. UCSD will have to change some business policies, not just practices. Does not believe we should change policies to conform to an “off-the-shelf” program developed by Oracle. Detailed information about policy/process changes that will impact their job. Looking Forward UCOP UCPath Website UCSD UCPath Blink Site E-mail Updates UCSD UCPath Forward Leadership Messages FAQs Training communications Information Sessions/Town Halls It will be “painful and difficult” for first few years. Organizational changes. The project will be taken only so far, then abandoned due to lack of resources – we’ll then be stuck with a hybrid system that will be even more complicated to use. 17 Audience Messaging Audience Fears/Perceptions Information Needs Vehicle/Approach High Impact HR, Payroll, Finance Employees Implementation won’t be clean. When it comes to Benefits and Payroll, we’re messing with people’s well being; it needs to be done right. How changes will affect them and their job. Be specific about changes. High touch, interactive Two-way interactive sessions (Information Sessions, Town Halls) It will become another layer of bureaucracy rather than the solution that is supposed to be. What will the future state be? It will not be as interactive as it needs to be to totally support HR & Payroll functions Detailed information about changes to their jobs UC is implementing without full knowledge of the downstream effects; they should have taken the approach of standardizing every campus first, then doing the system-wide implementation, rather than the other way around. Policy changes, functional changes, and project progress. Looking Forward UCOP UCPath Website UCSD UCPath Blink Site E-mail Updates UCSD UCPath Forward Leadership Messages Training communications Information Sessions/Town Halls UC is rushing to complete on a ridiculously aggressive schedule; fears that it will be neither well developed nor done right, e.g. UC Learning System that replaced Enrollment Central. 18 CURRENT COMMUNICATION ACTIVITIES 19 PMO Current Communication Activities & Tools • Publications: • • • Leadership Perspective – weekly progress report, specifically for campus leadership Bi-Monthly newsletter, UCPath Forward E-mail updates sent to broad constituency • PMO Blink Website (External facing for public consumption) – – – – All UCOP updates Status Reports, Newsletters Program documentation Program charter & structure, timelines & Implementation Plan • Link to PMO’s e-mail account for questions • Updated FAQs • Events • • Departmental meetings & presentations by PMO Director Others as requested 20 PMO Current Communication Activities & Tools • Program Implementation Team Websites • • • • GCDP Site for Program Team UCOP SharePoint Site UCSD SharePoint Site UCOP UCPath Website (Also Public facing site) • Other Promotional Materials • Print • Display 21 Communication/Delivery Channels Communications Channel Delivery Channel Websites E-mail Briefings Non-Personal Display materials Manuals/guides/printed resources Notices posted in communal areas Interactive Invites interaction between project team & end users Solicits questions Encourages sign-ups for newsletters & program updates Face-to-Face Personal Person to audience Telephone/Webinars Letters/memos 22 SCHEDULE 23 Communication Schedule Month UCOP Theme/Description UC San Diego Theme/Description April 2013 UCPath Center June 2013 UCPath Portal August 2013 Payroll Changes & Improvements Kick-off activities for UCPath and specific workstreams Who will do what (UCPath Fundamentals) UCPath Fundamentals October 2013 HR/APO Changes & Improvements Change Management Introduction December 2013 Benefits Changes & Improvements January 2014 Commitment Accounting Changes & Improvements February 2014 March 2014 UCPath Center New hires; overview of training Paychecks Changes & Improvements April 2014 ESS/Case Management May 2014 Get Ready for Changes Coming June 2014 Get Ready for Changes Coming Looking back; year in review Managing benefits using ESS Composite Benefit Rates One year until go-live Future state How our campus will interact with the UCPC How will the UCPC affect you on a daily basis? Future State No paychecks issued at campus ESS, as well as MSS Functionality/who does what Opening a Case What will change and how? What are the most impactful changes? Change Management Specific Changes and their campus-wide impact UCSD’s Change Network 24 Communication Schedule Month UCOP Theme/Description UC San Diego Theme/Description July 2014 Wave 1 Go-Live Testimonials from Wave 1 users First person accounts UCPath Center Opening and Wave 1 Campus Successes How we can leverage their experience into lessons learned. August 2014 Accomplishments September 2014 Wave 1 Success Stories What UCPath makes possible for UC Location-specific training UCPath Improvements Project Teams’ Success What will UCPath mean for UCSD? Location-specific Training - Everyone needs trained to use Case Management Tool to document and communicate all issues Open Enrollment End User Training Location-specific Training Open Enrollment End User Training Location-specific Training Wrap up 2+ years of effort in preparation for golive in January. UCSD “Go Live” UCSD success stories October 2014 November 2014 December 2014 January 2015 Wave 2 “Go Live” 25 COLLATERAL REVIEW 26 Collateral Review Collateral Review • Release of UCPath information that is time sensitive, confidential or controversial will be subject to review by internal UCSD authoritative hierarchy 27 SUMMARY 28 Summary Summary • Plan subject to change as program evolves • PMO will communicate in a manner that is: • Timely • Transparent • Sincere “The two words 'information' and 'communication' are often used interchangeably, but they signify quite different things. Information is giving out; communication is getting through.” Sidney J. Harris 29