Appendix D: Initial Research (CoRe Project: Phase 1 Report)

• Full Report (pdf)
• Executive Summary (pdf)
• Appendix A: Listening Tour Staff Representation
• Appendix B: Survey Description and Screenshots‌
• Appendix C: Advisory Team (A-Team) Participants
• Appendix E: Summary of the Updates to the University Community
• Appendix F: A Team Factors Analysis
• Appendix G: Top Survey Activities for Inclusion in Analysis

List of Universities Consulted or Researched

• University of Melbourne
• Utah State University
• University of West Virginia
• University of Iowa
• University of North Carolina
• University of California - Merced
• University of Tennessee - Chattanooga
• University of Chicago
• Princeton University
• Pennsylvania State University
• Purdue University
• University of Texas
• Yale University
• Cornell University
• University of Wisconsin - Madison
• University of Kansas
• University of California - Riverside
• University of California - Davis
• University of California - Berkeley
• State University of New York - Stony Brook
• University of Maryland

Key Points / Lesson Learned

Timing

• Research 1 – 3 years
• Planning/Implementation 1 – 2 years

Project team

• Dedicated leader
• “Leads” for all key activities (policy & process, communication/change management, facilities, tech)
• Steering committee
• Advising committee
• SMEs and consulting

Research Phase

• Key activities: surveys, focus groups, job description review and revision
• Conduct “As is” and “To be” workshops
• Document activities and processes (ask “How your job impacts me” and “How project impacts you”)
• Define governance and sponsorship (helpful to obtain Board approval/ratification)
• Communicate, communicate, communicate

Lessons Learned

• Establish support from leadership
• Establish trust of staff – find “champions”
• Document activities, processes and verify (“you will find gaps”)
• Deliver on promises
• Complete and share RACI [Responsible, Accountable, Consulted, Informed]
• Defining what we are doing and communicate what we’re doing consistently

Tips & Traps

• Relationships are key to success
• Have strong business case
• Track ideas and benefits
• Reduce vulnerability to surprises
• Question guidelines and current practices
• Must have high level support but also find informal influences
• Be patient – takes about two years for research/implementation and another two after “Go Live” for people to embrace the new model