In 2023, at a transformational moment for information technology in higher education, Penn undertook to develop an IT Strategic Plan that would
- Align priorities with Penn's strategic goals
- Better coordinate IT efforts across campus
- Provide a 3 - 5-year framework for implementation
The nine-month process comprised four phases: discovery, identifying strategic areas (themes), developing recommended strategies, and compiling a report. A broadly representative advisory council helped shaped the effort's approach and provided oversight.
Discovery
Four standard questions were posed to capture academic and business priorities relating to IT at Penn. Responses were collected from more than 70 individual interviews and 10 group interviews across campus, plus 300 survey respondents.
This data was reviewed by the core team and, employing NVIVO, an AI qualitative data analysis tool, used to synthesize responses, identify strategic areas, and develop potential stories to illustrate themes.
Strategic Areas (Themes)
Four strategic areas emerged from the discovery-phase data along with three foundational themes that are critical to all four areas.
Formulation of the strategic areas included specific language and examples from the interviews as well as eligibility criteria for recommendations. Drafts and the NVIVO reports were shared with the various teams and their feedback incorporated to confirm the strategic areas and foundations.
Recommended Strategies
Thirty academic, administrative, and IT subject matter experts collaborated in “theme teams” to develop strategies and recommendations related to three strategic areas: student experience, instructional & classroom technology, and data & artificial intelligence (AI). The fourth area (research computing) was identified, but recommendations were deferred to the Office of the Vice Provost for Research in recognition of work actively taking place there, with an expectation of campus collaboration in support of this strategic area.
Report
Recommendations with priorities and SMARTIE (Specific, Measurable, Achievable, Relevant, Time-Bound, Inclusive, and Equitable) goals were shared with the Advisory Council and ISC Senior Staff for review and feedback, informing the final strategies in each strategic area. The goals specified details such as governance, funding, sponsorship and other roles, and accountability measures. These have been socialized with the IT community and other stakeholders.