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The Cascade Effect: How Small Wins Can Transform Your Organization

Presenter:  Author Daniel Pink, @danielpink

EDUCAUSE tends to pick well-known and sometimes controversial people for their keynote addresses, and this year is no exception.  You may not know who Daniel Pink is, but you probably know something about his work.  Quick aside: a few years ago I picked up “Drive” on my Kindle.  Unfortunately, I only got about halfway through it…I guess I don’t exhibit enough of the book’s title (you can groan now).  Anyway, you may know Daniel’s work from this animation of his TED talk:  https://www.youtube.com/watch?v=u6XAPnuFjJc  I distributed this video to my colleagues in Student Affairs leadership something like five or six years ago…the message is as relevant now as it was then.

After a few short anecdotes, Daniel dug into the core of his keynote, which was largely a recapitulation of the video at the YouTube link above.

Contingent Rewards

  • Aka “if-then” rewards work well for simple tasks over the short-term; they’re algorithmic.  However, they’re not so great for complex and long-term tasks.
  • Once a task calls for “even rudimentary cognitive skill,” a larger reward leads to poorer performance.
  • Social scientists have known this for a while, but organizations have been slow to pick this up.

Fact:  Money is a Motivator

  • BUT…there are nuances to it’s use as a motivator.
  • Salaries have to be fair, i.e. equal pay for similar work and effort.
  • Why?  People are highly attuned to the laws of fairness.
  • Pay people enough so that money is no longer an issue.

3 Key Motivators

A Gallup poll on employee engagement for 2013 and 2014 indicates that close to 7 out of 10 employees in the US are not engaged with their work.  That’s a lot of disengagement!  How to fix?  Through self-direction!  What are the 3 key motivators?   (Incidentally, these motivators are written on the whiteboard in my office at CSUN)

  1. Autonomy.  Management as a “technology” is designed to enforce compliance, which is often at odds when dealing with complex work.  This is particularly true in IT  When employees have some control over their Time, Technique, Team and Task, you get much better results and have a better likelihood of attracting and retaining talent.  Some examples were provided about carving out time to give people “islands of autonomy.”  The Nobel Prize in Physics in 2010 was awarded to Konstantin Novoselov & Andre Geim for their research on Graphene.  This came partially due to the fact that they had “Friday Evening Experiments,” which were self-directed, unfunded work done for 2-3 hours on Friday evenings.  Do you get enough autonomy in your work?  You can give yourself an autonomy audit right here (thanks Dan, I needed that!):  http://www.danpink.com/audit
  2. Mastery.  Making progress in meaningful work is the single biggest day-to-day motivator.  This is intuitive at a personal level, but in an organizational setting it depends on getting meaningful feedback about how you’re doing.  Unfortunately, most workplaces are “feedback deserts.”  Annual performance reviews are kind of ridiculous when our younger staff are used to immediate feedback.  Why is this?  They have a literal lifetime of instant feedback via games, text messages, and Google searches.  This is why many large organizations like GE, Adobe, Accenture and more are getting rid of annual performance interviews.  Instead, they’re doing weekly one-on-ones…with a twist on the fourth week.  Month one:  on weeks one, two and three ask:  what are you working on and what do you need?   On the forth week, ask what do you love and loathe about your job?  Month two:  on weeks one, two and three ask what are you working on and what do you need?  On the forth week, ask how you can remove barriers.  Month three:  on weeks one, two and three ask what are you working on and what do you need?  On the forth week, talk about long-term career goals.  And so on…mix up the fourth week.
  3. Purpose.  If people can see the value and contribution that their work has, then product quality and employee satisfaction improve.  It helps to have Purpose with a large “P” and purpose with a small “p.”  In this case, a large P = transcendent goals, a small p = day-to-day personal contributions.  As a leader, you have to give not just the HOW, but the WHY of what needs to be done.

Homework for Attendees

Next week, have 2 fewer conversations about “how” and 2 more about “why.”

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Technology Uncategorized

Cloud 101: Tools and Strategies for Evaluating Cloud Services

Presenters:

  • Khalil Yazdi, CIO in Residence, Internet2
  • Andrew Keating, Director, Cloud Services Internet2, andrew@internet2.edu

Assets from this session (shared box folder):

I’m looking forward to this session because there are so many SaaS, PaaS and IaaS tools that I’m being asked to review by my colleagues. There is a box link http://bit.ly/1H7tKhP that contains the notes from this session.  The Sample Security Clauses and Sample Data Handling Clauses were worth the price of admission, btw.

The EDUCAUSE app says about this session:

This seminar will introduce participants to the technical, legal, and risk management considerations important to evaluating and selecting cloud services for their campuses. Learn the key aspects of the Cloud Controls Matrix for security assessments as well as legal terms and conditions that make for successful cloud contracts.
OUTCOMES: Categorize the elements of cloud service assessment * Identify risks associated with cloud services and develop mitigation strategies * Distinguish how to engage campus stakeholders in evaluating cloud services

POLL:  What’s Attractive to You About Cloud Services?

  • Cost
  • Reduced overhead
  • Features
  • Functionality
  • DR / BC
  • Value-add functionality for staff
  • Scalability
  • Risk
  • Compliance

POLL:  What Concerns do you Have About Cloud Services?

  • SLA
  • Responsiveness
  • Integration of systems
  • Data and data analysis
  • What happens if your provider goes away
  • Security
  • Data location (regulatory)
  • Latency
  • Data ownership / retrieval
  • Manage cloud service, not our actual work
  • Funding / budgeting model CapEx > OpEx
  • Governance:  accessibility, PCI, FERPA, etc.
  • “Too easy” i.e. barrier to entry is very low
  • Billing
  • Enterprise vs. consumer purchasing

Items that are attractive and items that are concerns can (mostly) be argued either way!

Overview of Cloud and R&E Community Cloud

  • Internet2 founded 1996
  • National network
  • 300 member universities; 80 corps; 70 govt. orgs, etc.
  • Supports research and education

Goal for Today:  Informed Decision-Making About This Deployment Vehicle

  • It’s no longer an emerging technology

What Drives Us to Cloud Services?

  • Reducing costs
  • Realigning staff
  • Meet institutional goals
  • Help students learn more effectively
  • Aging infrastructure
  • Scalability & elasticity, simplicity, expandability (ebb and flow of normal campus activities)
  • Volume up; prices down (with these kinds of services, IT  is more like a portfolio manager of financial assets)

Business Drivers:  What’s Different?

  • Student Expectations
  • Faculty Roles & Requirements
  • Higher Education Business Needs
  • IT Services & Delivery
  • IT Procurement Strategies

Definition is Still Elusive & Amorphous

NIST definition: Cloud computing is a model for enabling convenient, on-demand network access to a shared pool of configurable computing resources (e.g., networks, servers, storage, applications, and services) that can be rapidly provisioned and released with minimal management effort or service provider interaction

In short:  it’s a shared experience.

Underneath it all, you need a network carrier; Internet2 has this.

We wanted to created a scalable community approach for the higher ed space to communicate with cloud providers.

The NIST framework is not perfect:  identity is missing, it has overhead, security lives in the “cloud provider” segment, etc.

EDUCAUSE Top Issues:  Four Strategic Priorities

  • Efficiency:  reduce operational costs
  • Effectiveness:  achieve demonstrable improvements in student outcomes
  • Relevance:  keep pace with innovations in eLearning, and use eLearning as a competitive advantage
  • Value:  Meet students and faculty member expectations of contemporary consumer technologies and communications

You have to be able to speak to the above issues if you want to be relevant when pushing cloud services on your campus.

Interactive Section

  1. What’s Your Role and why are you here?  I’m director for Web & Technology Services in the division of Student Affairs.  I’m here because I want to get a handle on the approaches needed to manage the adoption of cloud services beyond web site and web application hosting (i.e. – product purchasing, governance, security, etc.)
  2. What are the business drivers at your campus for going to the cloud?  Speaking for my own unit:  cost, better understanding of service utilization.
  3. What are the budgetary drivers motivating consideration of the cloud?  Changing from CapEx to OpEx model.
  4. What are the technical drivers for moving to the cloud?  Reduction of technical overhead in maintaining a web infrastructure, reliability, flexibility.
  5. Who are the champions for cloud adoption on your campus?  What are their expectations?  Often, those who can’t or don’t want to support the technology themselves, but typically people who want stuff we can’t deliver.
  6. Who are the detractors and resistant to moving to the cloud?  Not many detractors, but there are people who continue to retain latent suspicions of the technology.  Central IT itself is often resistant to moving to the cloud.
  7. What do you see as major challenges to cloud adoption?  Scalability within the organization; how do we approach adoption in a holistic sense.

 

Cloud Assessment Skills

Technical & Architectural

  • Aspirational view of the cloud:  simplify and obfuscate complexity
  • Responsibility and management model:  need to understand the vendor’s relationships on all the different components of what represents “their problem” versus “your problem.”
  • IaaS:  is all purely infrastructure.  Provider says:  “we’re just giving you hardware in the cloud.  Everything else is your problem.”
  • PaaS:  Provider says:  “we’re giving you everything EXCEPT your application.  You’re responsible for that.”
  • SaaS:  Provider says:  we’ll manage everything for you.”  However, it’s all about who owns your data.

Cloud Service Functional Assessment

  • Review current features and functionality
  • Discuss existing Service Provider product roadmap (under NDA)
  • Determine ways in which service needs to be tuned for research and education usage
  • Prioritize feature requests discuss prioritization with SP’s product team

Process and Deliverables:  understand current features, functionality, and future roadmap; determine how to request features and inform the roadmap as well as process for reporting bugs.

Cloud Service Technical Integration

Network:  test network performance or review 3rd party testing; determine service connectivity with the Internet2 R&E network and optimize for enhanced delivery.  Test the network to create benchmarks!

Identity:  review SP’s identity strategy and determine InCommon integration.  Net+ Identity Guidance for Services

Process and Deliverables:  assign technical team members on networking and identity; develop and review testing plans; and produce reference documents for service subscribers

Security & Compliance

  • What are the documents involved?
  • Definitions, CCM or Cloud Control Matrix (self-reported like a VPAT, not audited), SOC 2 (an audit report), ISO 27001 (an audit report pass/fail)
  • How to read and understand these documents
  • Security assessment:  customized version of the CCM developed by the Cloud Security Alliance
  • Accessibility review and roadmap commitment
  • Data handling:  FERPA, HIPAA, privacy, data handling

Process and deliverables:  SP to give review copies of 3rd party audit materials, and completes Cloud Controls Matrix for review; campus security officer review and assess service; accessibility engineers review service and communicate needs to SP.

Legal & Contracts

What are the key elements in a successful cloud contract?

  • Description of service components, features
  • pricing and business terms
  • Indemnification and limitation of liability
  • security
  • compliance and representations
  • Data & data handling (data retrieval on termination, data destruction, etc.)
  • “Exit strategy,” source code escrow
  • SLA
  • Insurance provisions

When Reviewing Sample Contract Materials

The following questions were based on sample templates in the Box share described waaaay above.

  • What does this contract language aim to do?
  • Who or what does it protect?
  • What are the risk considerations for the university?  For end users?  For the service provider?
  • Which would you sign and agree to?
  • Which would a commercial service provider sign and agree to?

Cloud Assessments:  Conclusions

  • Specificity matters
  • Consider whether it is more helpful to spell out what a SP will do OR what they will not do
  • Some flexibility is required:  if you want to use a commercial service, determine what is reasonable
  • Do not accept standard commercial terms or “click through”
  • Do not assume the worst of commercial SPs
  • Consider the future and ongoing relationship
  • Remember that both sides are managing risk and the overall aim is to to come up with something that both your campus an the SP can live with

 

 

 

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Building an Emerging Technology and Futures Capacity in Your Organization

Presenter:  Bryan Alexander

Introductions:  Name, Institution, One Way I “Get at the Future”

This seminar was attended by folks from all over the world, and we had some great answers:

  • Colleagues
  • My system
  • My kids
  • Star Trek
  • Web searches, i.e. Robotic Brick Layers
  • Campus Innovation Store (touch screen tables, Oculus Rift, etc.)
  • My CIO
  • Twitter

Quote:  “The Web is general, podcasts and books are deep.  Podcasts and books are rarely used (by comparison to the web) and can give you a leg up if you’re using them to reach out.”

Mindset

  • Add new habits of mind
  • Allow mental space to step outside immediate crises and routine
  • Reduce reliance on history, a kind of path dependency
  • Be social about it!

Methods

  • Futures world is small but deep; started in the 1960s
  • Horizon Report
  • Delphi method:  ask a group of professionals specific questions about the future and then rank them
  • Environmental scan:  trends identified, tested, projected.  What are the signals of the future to come?  You need to look through multiple sources…they’re easy to do but can be time consuming.
  • Trend tracking and analysis:  synthesize what you learn by looking at the signals and follow them.
  • Scenarios:  stories about the future.  Event/response, creativity, roles & times, emergent practices and patterns.  Give people a scenario like “how does my job change because of voice interaction?”  They’re very bad predictors, because the future is generated by many forces.  They’re playful and creative and elicit participation.
  • Consume the literature!  Tech writing, education writing, pop culture, sci-fi, design.  Mr. Robot television show was suggested as something to watch.

The Delphi Method

Which developments in tech are most likely to have the largest impact on education over the next five years?

  • Mobile
  • Active learning methods
  • Predictive analytics
  • Scaling (i.e. industry)
  • Bring your own network
  • Adaptive online delivery
  • Internet of Everything
  • 3d printing
  • Virtual Reality
  • Cloud Services

When the attendees voted on which of these items they considered most important (every attendees had two votes to cast):  Cloud Services, Data Analytics, and the Internet of Everything came out on top.

What are the most significant challenges facing education and tech?

  • Funding
  • Agility
  • Flexibility
  • Deliver education in a useful, predictable, cost-effective manner
  • Public value of higher education
  • Net.generation
  • Faculty lack of competence in teaching with new technology; failure to embrace technology
  • Diversity, i.e. accessibility
  • Business value of IT to institution
  • Student economic struggles
  • Political infighting within the institution
  • Consumerization of expectations (especially in the US), i.e. residence halls, recreation centers, etc.

Environmental Scanning

STEEP:  Social, Technological, Economical, Educational, Political

  • Social:  this is where most of the issues come from, i.e. pop culture.
  • Technological:  Kurzweil, TWiT, Slashdot, etc.
  • Economical:  The Economist, Naked Capitalism, Marketplace
  • Educational:  Inside Higher Ed, Chronicle of Higher Education, Dan Cohen, University World News
  • Political:  memeorandum

Educational Technology:  Stephen Downes, Audrey Watters, eCampus News, Steve Hargadon, Alan Levine, edSurge

Venues:  blogs, Twitter, list serves, podcasts, videos, journals, books, meetup, conferences, repetition, hashtags, RSS, mainstream and marginal sources

Environmental Scanning Exercise

ID a story over the past couple of months that suggests the future; one story from professional life, one story from personal life.

Professional Life

  • Story or event:  Team WikiSpeed modular car
  • Source:  scrum training
  • Implication:  infusion of agile methodology into every field

Personal Life

  • Story or event:  use of Google Docs for class projects
  • Source:  kids
  • Implication:  collaboration

 

Great quote:  “Facebook is dead.  It has over a billion users…I want that kind of dead!”

To-Do:  set up a continual environmental scan via a Wiki page or a meetup or a periodic campus event to keep these ideas flowing!

Trend Analysis Discussion Notes:  What Trends do You See In These Observations?

  • Agile methodologies:  complete business transformation
  • Google Docs:  collaboration built into every tool (along with seamless interfaces to other systems)
  • Alternate delivery methods for instruction:  learning anytime
  • Access to high-quality information for learning
  • Driverless cars
  • User interfaces
  • Personal/private life convergence
  • Changing role of the faculty
  • Unconscious bias
  • Changing role of campus physical space and resources
  • Focus on student success, rather than BiTs
  • Growing importance of analytics and data
  • Growing concern about data privacy – governance
  • Increased importance / danger of data security
  • Physical / virtual convergence

Scenario Creation Exercise:  You Can Do This at Home as a Planning Exercise

Take two trends we talked about above and push them to their limits, and then drive them to their logical conclusions.  Which one is the most unpredictable / hardest to think about?

Physical / Virtual convergence / divergence

  • Deeper humans
  • Distanced people

Campus physical space/resources changing

  • There is no campus
  • “Mega campus” full of specialized equipment

We then placed these two trends into X/Y axes in opposition to each other and discussed what situation would occur within each quadrant.  Great conversation!  This is a great exercise, but you need to make sure that you choose trends that are UNPREDICTABLE.

Practical Actions

  • Dig down into different organizational layers to get more information:  local community, professional networks, world at large
  • Use methods in-house
  • Nudge staff into becoming method practitioners
  • User methods in campus community, looking for expertise
  • Check for institutional interest and support
  • Use resources created by Futurists, i.e. ELI publications
  • Observe humans and their use of technologies
  • Share observations internally and externally

 

 

Categories
Technology

EDUCAUSE 2015!

Welcome to Indy, EDUCAUSE attendees!

Monday was my travel day to the EDUCAUSE conference, because I’m attending a couple pre-conference seminars on Tuesday.  After dropping off my two younger sons at their elementary and middle schools, I endured the typical bad traffic on the 405 and made my way South to LAX.  Many thanks to American Airlines for a very smooth and uneventful flight to Indianapolis!

Last Friday, I downloaded the Uber app so that I could try it on my My firstUber billride from the airport to my hotel (I know, I’m late to this party).   Small gripe about creating my account via the web site:  the prominent sign up button on the home page was for drivers, which I accidentally clicked first.  I know Uber needs drivers and that’s probably their #1 priority, but it took me longer than it should have to find the “rider” sign-up option.  Once I got over that hurdle, it was as easy as setting up any other online service.  Anyway, after grabbing my bag in Indy, I walked out to the ground transportation and submitted my request via Uber’s app, and I swear, not more than three minutes later, my ride was there!  My first Uber driver’s name was Joseph, and he picked me up in a black Cadillac (hey, made me feel snazzy).  His car was spotless, and he was extremely courteous.  Exactly the OPPOSITE of the typical cab experience.  As you can see from my receipt, it was less than 22 bucks!  Needless to say, I’ll use Uber again.

The Indianapolis conference center is BIG.  I’m confident it’ll easily hold the expected 7,000 attendees this year.  Today, I’m attending two pre-conference seminars:

  • Building an Emerging Technology and Futures Capacity in Your Organization
  • Cloud 101:  Tools and Strategies for Evaluating Cloud Services

So what am I here for?  If you’re a vendor, I’m glad you’re reading this 🙂  I have a few things I’m looking for:

  1. Campus OneCard solution.  In 2016, CSUN will finally embark on a OneCard project, and I’m gonna be in the thick of it.  At this point, I’m looking for what’s out there.  At a high level, CSUN has a Peoplesoft SIS, uses the Modo Labs Kurogo mobile product.  I’m very interested to know how your product integrates with these and other systems.
  2. Portal alternatives that play well with Peoplesoft and allow for robust media publishing
  3. Scholarship search systems
  4. Software for visitors to sign-in to a university office with an iPad kiosk, that notifies office staffers of visitor arrival.

As usual, I will cover the sessions I attend at this conference via live blogging.  This way, perhaps others will benefit from my experience.  At the end of the week, I’ll summarize my conference experience in the MEGA POST, with links to all my conference posts.  It’s great to be here…I look forward to meeting new folks and catching up with old friends.

Categories
Technology

My EDUCAUSE 2013 Mega Post

One the things I try to do when I attend conferences is to make a detailed record of all the sessions I attend, with the exception of keynotes, which tend to get really good coverage from other folks.  I live blog the events as I attend them, which hopefully helps those who committed to other sessions, and then I do one of these “mega posts,” which summarize all the posts I attended.  Based on my itinerary, 2013 seems to be the year of big data and analytics.  I’m willing to bet a lot of my fellow attendees will agree 🙂

I’ve been in higher education for just over seven years now, and somewhat amazingly, this was the very first EDUCAUSE event I’ve ever attended.  Why didn’t anyone tell me about this conference?  It was an extremely worthwhile event, at least for me…one of the meetings I had will likely save my division close to $50,000 each year!  That savings will go a long way toward providing students at CSUN with more and/or better services.  There were lots of great sessions to attend, with lots of smart folks sharing what they’re doing with IT on their campuses.  I’ll definitely be back next year.

Without any further ado, here’s my EDUCAUSE 2013 mega-post…please drop me a line and let me know if this helps you!

 

Friday, October 18 (last day of EDUCAUSE was a half day)

 

Thursday, October 17 (my busiest day)

 

Wednesday, October 16 (spent a few hours prowling the vendor floor and visiting with my accessibility colleagues)

 

Tuesday, October 15 (each session was a half-day long)

 

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