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Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
Implementation Leadership Team Meeting
Committee/Meeting Name
Wednesday, September 3
8:30 am
Date
Time Convened
Time Terminated 10:30 am
Location CETES 206
Recorder Sherry Hendrix
Sherry Hendrix, Aubree Helvey, Linda Phillips, Ninette Carter, Chris Crandon, Kenneth Gilliam, Corlis McPhaul, Donald
Members Present
Hall, Jennifer Bowen, Ninette Carter
Debbie Goode
Members Absent
Visitors
Topics
Approve Minutes from 827-08 Kick-off
Team Reports
Discussion, Information
 Advancement
o Advancement Team, September 16-18
in CETES 206
 Data Standards and Reporting
o Discovery review will be with the
Student team
 HR/Payroll
o HR/Payroll Team, September 16-18 in
Admin Board Room (ROOM CHANGE)
 Financial Aid
o Financial Aid, September 15-17 in
Howell Hall room 107
 Finance
o Finance Team, September 9-11 in
Admin Board Room
 Student
 Student Team and Data
Standards and Reporting Team,
TBD –Tentatively scheduled for
Action Taken, Decisions, Recommendations
Approved
AD-Banner provided a Cognos reporting demo which
appeared to be easy to navigate. Also added additional
members to her team.
DS/R-This team is waiting to meet until the Technical Team
has completed their Discovery session.
HR/Payroll-Discovery Questionnaire was completed and
sent to Banner HR lead. Chairs are planning a conference
call with Banner lead to discuss questionnaire.
FA-Sent Discovery Questionnaire to Banner lead, posted
documents to the w:drive, sent third party software
information to Debbie, Carol is working on A/R information
and gave Banner progress report to all FA staff.
FIN-Will report on progress after Discovery session next
week.
ST-The ST Discovery session is still not confirmed;
therefore, no team meetings have been scheduled at this
time.
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Topics
Banner Project Website
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
Wednesday-Friday, October 8-10.
Will confirm very soon.
 A/R Team, August 21-Need
minutes
 SEVIS-Review of documents sent
by Banner representative after
conference call on August 26
 Technical
o Technical Team, September 3-4 in
Admin Board Room
 Website: http://www.cameron.edu/banner
 Questions, comments or concerns
Access to Banner/ Banner
Basic Navigation
Training
How and when do we want this information
distributed?
Implementation Guide
Updated Project Plan
Uploaded to Banner Project website 9-3-08
Updated Project Plan review and discussion
Overtime Pay for
Classified and Backfill
Laptops
No needs at this time
Debbie has ordered a computer for Kenneth and
laptops for the following:
 HR-Payroll (2)
 Financial Aid
May 29, 2016
Action Taken, Decisions, Recommendations
A/R-Waiting on gap analysis from Banner. Ninette will post
minutes. Ninette invited Chairs to attend a software demo
from TouchNet on Tuesday, September 26 from 1:30-4:30.
SEVIS documents were received, but have not been
reviewed until further information is clear on what
functionalities Banner offers without this third party
software
Tech-Kick-off and Discovery is being completed today,
September 3 and 4.
Sherry told Chairs that Banner uploaded several documents
to the CU Banner Project website 9-2-08 which include
Implementation Guides, as well as the various Task Logs,
Milestone Certification documents and Test Plans. There are
several other general implementation documents posted to
the "common" area as well.
Sherry will post this information on the website and Chairs
will let staff in their areas know when they should complete
the Basic Banner Navigation training and request access to
Banner. Certificate of completion will be sent to Chairs then
to Sherry to be put in a spreadsheet for tracking.
Posted on the website
The Chairs were requested to review the plan through the
next 30-60 days and let Sherry know if there are any
concerns by next Tuesday. This Project Plan also needs to
be discussed and reviewed with your Banner lead.
Debbie has ordered the laptops and sent information to the
Business office for them to order a computer for Kenneth.
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Topics
VPN for Team Chairs
Documenting Time spent
implementing Banner
Third Party Software
Meeting next week
Other Business
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
 Advancement
 Student
 Technical (2)
 If you want VPN, contact Debbie Goode for
instructions.
 Reminder: Users must have Windows XP on office
desktops and home computer for VPN to work.
Have not received clarification on this requirement
from Glen at the time of this meeting. Continue
documenting time spent on Banner.
Received a list of third party software currently being
used from Technical and FA teams.
September 10 and 17 meeting will be canceled due
to absences and Finance Discovery Session.
Regular meeting will resume Wednesday,
September 24
Last week Debbie asked if Banner hardware needed to
be certified by SGHE and the answer was yes. They
will certify the hardware during Banner’s visit on
September 3-4.
Still in progress: An “Issues in Progress” spreadsheet
will be developed to be used for issues that need to be
escalated to the ILT, CU administration or Banner.
This spreadsheet will be on the Banner Project
website and will start putting issues there after the
Discovery sessions are complete.
Win Organizational and Technical Assessment – This
is a technical assessment that is scheduled for
September 22.
May 29, 2016
Action Taken, Decisions, Recommendations
Need a list from ST, FIN and HR