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John Burke and Clive Alderson Embedding BCE The Project Methodology
Objective - 1 Identifying the key business processes and system implications involved and analysing the related coherence and efficiency of these
Objective - 2 Producing case studies which illustrate different models and degrees of business integration for different approaches to BCE
Objective - 3 Devising change plans in each of the five cases to enable BCE functions to be more effectively embedded by identifying areas for process improvement, actions, resources and change agents needed in each of the five cases which would result in better integrated strategic BCE operations
Objective - 4 Producing an infoKit which distils the learning from the above activities and highlights recommended business process improvement steps and methods for better integration of BCE operations within institutions
Objective - 5 Base-lining and developing the level and nature of engagement between central functions, (including libraries, administration and information management/IT) and BCE operations
Objective - 6 Producing a resource for managers of the central functions within an institution, with advice and guidance on BCE and how to support it.  This will demonstrates the benefits for the institution and promote enhanced internal engagement and better integrated BCE
Partner Selection Invitation to submit Expressions of Interest 33 Submissions Received Evaluated against criteria of the questions asked in the invitation to bid plus All partners chosen scored highly and had individual strengths to make them unique
Initial Partner Start-Up Meeting November 2008 Introduced partners to each other Set the timetables – sort of... Introduced the methodology
Internal Start-Up Meetings Meeting with Project Managers Meeting with internal Senior Sponsors Meeting with Key Stakeholders Introduced the methodology Identified Key Areas of Interest
Stakeholder Interviews One-to-one interviews Impartial, open and frank discussion How BCE is supported by core business functions and processes  Balance of agenda Perceptions not necessarily reality Case study production
Structure Policy and Strategy Processes and Systems Partnerships and Resources Roles and Skills Customer Perceptions Key Performance Results
Self-Evaluation Exercise Half-Day discussion-based workshop Workbook tool based on EFQM Beta Model A managed conversation Scoring - dealing with pockets of good/less good practice Strengths, weaknesses, areas for improvement
Case Studies Followed the basic structure Some variation in formatting of content Perceptions / Reality
Development Plans Prioritisation of Areas for Improvement Identifying resources and risks Timescale was challenging Meshing with existing development work Work in progress
The Embedding BCE infoKit Details to come later in the day!

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Embedding BCE - Project review methodology

  • 1. John Burke and Clive Alderson Embedding BCE The Project Methodology
  • 2. Objective - 1 Identifying the key business processes and system implications involved and analysing the related coherence and efficiency of these
  • 3. Objective - 2 Producing case studies which illustrate different models and degrees of business integration for different approaches to BCE
  • 4. Objective - 3 Devising change plans in each of the five cases to enable BCE functions to be more effectively embedded by identifying areas for process improvement, actions, resources and change agents needed in each of the five cases which would result in better integrated strategic BCE operations
  • 5. Objective - 4 Producing an infoKit which distils the learning from the above activities and highlights recommended business process improvement steps and methods for better integration of BCE operations within institutions
  • 6. Objective - 5 Base-lining and developing the level and nature of engagement between central functions, (including libraries, administration and information management/IT) and BCE operations
  • 7. Objective - 6 Producing a resource for managers of the central functions within an institution, with advice and guidance on BCE and how to support it. This will demonstrates the benefits for the institution and promote enhanced internal engagement and better integrated BCE
  • 8. Partner Selection Invitation to submit Expressions of Interest 33 Submissions Received Evaluated against criteria of the questions asked in the invitation to bid plus All partners chosen scored highly and had individual strengths to make them unique
  • 9. Initial Partner Start-Up Meeting November 2008 Introduced partners to each other Set the timetables – sort of... Introduced the methodology
  • 10. Internal Start-Up Meetings Meeting with Project Managers Meeting with internal Senior Sponsors Meeting with Key Stakeholders Introduced the methodology Identified Key Areas of Interest
  • 11. Stakeholder Interviews One-to-one interviews Impartial, open and frank discussion How BCE is supported by core business functions and processes Balance of agenda Perceptions not necessarily reality Case study production
  • 12. Structure Policy and Strategy Processes and Systems Partnerships and Resources Roles and Skills Customer Perceptions Key Performance Results
  • 13. Self-Evaluation Exercise Half-Day discussion-based workshop Workbook tool based on EFQM Beta Model A managed conversation Scoring - dealing with pockets of good/less good practice Strengths, weaknesses, areas for improvement
  • 14. Case Studies Followed the basic structure Some variation in formatting of content Perceptions / Reality
  • 15. Development Plans Prioritisation of Areas for Improvement Identifying resources and risks Timescale was challenging Meshing with existing development work Work in progress
  • 16. The Embedding BCE infoKit Details to come later in the day!

Editor's Notes

  • #2: Introduce presenters and JISC infoNet Give timings and domestics – fire drill, toilets, breaks, turn phones off All content backed by online resources – infokits Interactive session – give your experiences, challenge us if you have a different point of view, tell us what would work and what not – some of this would challenge your cultures perhaps Our methodology meant to supplement not to replace what you currently do Go round table to collect names, organisations and expectations for the day