STUDENT SYSTEM
TEAM
• Recruitment/Admissions
• Financial Aid
• Faculty Information
• Curriculum Management
• Registration
• Academic Records
• Accounts Receivable
• Cash Receipts
• Degree Audit
IMPLEMENTATION PROJECT LEADER
IMPLEMENTATION OVERSITE COMMITTEE
• Implementation Project Leader/Manager
• Client Cabinet Officer
• Coordinating Committee
FINANCE TEAM
• General Ledger
• Purchasing
• Accounts Payable
• Budget Management
• Fixed Assets
• External Interfaces
CORE FOUNDATIONS
• Reps from Oversight, IT, Key
Users, Major data users (IR)
• Shared Codes/Demographics
• Rules
• Data Standards/Naming
Conventions
• Reporting Requirements
& Query Policies
• Communications Management,
Facilities, Scheduling,
Activities & Events
TECHNICAL TEAM
• Infrastructure
• Security
• System Performance
• Tools
• Database Management
• Legacy System Training
• Data Conversion
HR TEAM
• Personnel
• Payroll
• Position Budgeting
• Texas HR Reports
• External Interfaces

President’s Cabinet
Core Standards:
Data Standards
Shared Codes
Core Applications
Security/Access
Campus Interfaces
Implementation Steering Committee
Project Leader - Chair
Work Team Leaders - Members
Reports to President’s Cabinet
Technical:
User Liaison/Help Desk
Conversions
Reporting Setup
Analysis/Programming
Network/Equipment
Admissions/Recruiting
Communications Mgt
Financial Aid
(Personnel)
(Bursar)
Curriculum
Faculty Information
Scheduling
(Personnel)
Registration
Academic Records
Degree Audit
Accounts Receivable
(Alum/Dev)
(General Ledger)
Residents Life
Campus Orgs

Prep
Get
Ready
Phase 1
Educ/Test
Account
Get
Understanding
Phase 2
Test
Account
Get
Crazy
Phase 3
Live
Account
Get
Real
.

PREP
Get Ready
•
Hold Planning
Meeting
• Attend Project
Management
Class
•
Study
Implementation
Manuals
• Install Hardware
• Install Software
•
Connect
Devices
• Begin Technical
Training
PHASE I - 30%
EDUC/TEST
Account
Get Understanding
•
Select Team
• Review CBT’s
• Prepare for Class
• Attend Module
Class
•
Extend Training
•
Assess Processes
• Decide Codes &
Usage
• Explore Standard
Forms & Reports
•
Consult with Datatel
• Practice, Practice
• Map Data & Plan
Data Conversion
•
Advertise Progress
PHASE II - 50%
TEST Account
Get Crazy
•
Build TEST Plan
•
Write Procedures
• Finalize Standard
Reports
•
Finalize Standard
Forms
•
Analyze WP Needs
• Consult with Datatel
• Build Ad-hoc
Reports
•
Test Conversions
•
Practice More
• Mock “Live”
Process
• Advertise Progress
PHASE III - 20%
LIVE Account
Get Real
•
Train End Users
•
Set Security
• Test AD-hoc
Reports
•
Enter LIVE
Codes
•
Enter Data
• Run
Conversions
• Go LIVE
•
Celebrate!!
•
Cleanup
Data

Get Ready . . .
 Hold planning meeting and kick-off
 Project Management Workshop
 Study implementation manuals
 Install Hardware
 Install Software
 Connect Devices
 Begin technical training
Usage Assessment

Get Understanding . . .
 Select implementation teams
 Review CBTs
 Decision-maker training
 Assess processes/workflows
 Decide codes and usage
 Explore standard forms and reports
 Consult with Datatel
 Map data and plan for
.
conversions

Get Crazy . . .
 Build test plan
 Write procedures
 Finalize standard reports and forms
 Analyze word processing needs
 Consult with Datatel
 Test conversions

.
Practice and test
Mock “live” processing

Get Real . . .









Train end users
Set security
Test Ad-hoc reports
Enter LIVE codes
Enter data
Run conversions
Go LIVE
Clean up data
Celebrate!!

General “Rule of Thumb”
 Learning/Consulting
 Live Preparation
30%
 Practice/Conversions/Testing 50%
20%

Temple College – T10
Draft Colleague Implementation Strategic Plan
January 2001
Module
TECHNICAL
Installation
Training Room
Technical Training
Conversions
CORE
Core Modules
Rules Processing
Communications Management
FINANCIAL
General Ledger
Accounts Payable/Purchasing
Fixed Assets
Budget Management
STUDENT SYSTEM
Admissions/Recruitment
Curriculum Mgt./Faculty Information
Academic Records/Registration
Accounts Receivable/Cash Receipts
Financial Aid
Degree Audit/Advisement
Activities and Events
HUMAN RESOURCES
Payroll
Personnel
Position Budgeting
Texas HR Reports
MISCELLANEOUS
Discovery Interviews/Assessments
Process Improvement
Campus Cruiser Interface
ST/EDI/SPEEDE Interface
Safari
WebAdvisor
2001 2002 2003
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb
LV
P LV
TN
LV
TN
TN
TN
LV
TN
P
TN
D
D
TN
P
D
CN
CN
TN
TN
TN
TN
CN
T
T
D
TN
TN
D
TN
M
T
T
CN
CN
D
D
CN
TN
M
T
TN
CV
LV
D
CV
CN
T
T
T
T
P TN D CN T
T
T
T
CN
CN
T
LV
LV
CN
T
T
CN
T
CN
CN
TN D CN T CN T
T
TN D CN T CN T
TN D CN T CN T
T
T
T
T
T
T
T
T
T
T
T
T
T
T
T
T
T
T
LV
LV
TN D CN T T LV
P T T T LV
LV
LV
T T LV
T LV
T T T LV
T LV T LV
T LV
TN D CN T CN T T T T LV
CN = Consulting CV = Conversions D = Decision Making LV = Live M = Mapping P = Planning T = Testing TN = Training

 Vision + Skills + Incentives + Resources + Action Plan = Change
 _____ + Skills + Incentives + Resources + Action Plan = Confusion
 Vision + _____ + Incentives + Resources + Action Plan = Anxiety
 Vision + Skills + _____ + Resources + Action Plan = Gradual Change
 Vision + Skills + Incentives + _____ + Action Plan = Frustration
 Vision + Skills + Incentives + Resources + _____ = False Starts
Source: (SEI93)
.












Randy Baca
Angela Balch
Donnie Carpenter (Team Leader)
Wayne Criswell
Wilma Easley
Gary Jackson
Ray Lanford
Alan Lytle
Barbara Rubino
Danette Toone
Gwen Hauk

 Barbara Rubino
 Elizabeth Arnold
 Wayne Criswell
 Debbie Svadja
 Dianne McClure
 Randy Baca
 Nell Dees
 Alan Lytle
 Danette Toone
(Team Leader)
 Wilma Easley
 Cindy Schneider
(adminstrative)
 Gary Jackson

 Randy Baca (Team Leader)
 Gracie Conner
 Leta Green
 Janice Mangum
 Suzanne Prcin
 Nell Dees
 Alan Lytle
 Harriet Juergens
 Jan Salzman











 Angela Balch
(Team Leader)
Gracie Conner
Ruth Bridges
Jeffery Ballom
Lanette Wigginton
Dianne McClure
Anjanette Mesecke
Nell Dees
Alan Lytle
Patricia Elliot
Gwen Hauk










Nancy Rhudy
Shirley Franklin
Danette Toone
Dawn Ditto
Vicki Hanaway
Carmen Porter
(administrative)
Ray Lanford
Donnie Carpenter
Wilma Easley
Anna Machalek











Gary Jackson
Alan Lytle (Team Leader)
Randy Roberts
Nell Dees
Carol O’Conner
Joe Teakell
Jerry Garrett
Donnie Carpenter
Glora Evans
Angela Balch