Overview
The 2020 - 2021 SGG Project Proposal Submission form (see Instructions tab for more details) is for submitting project proposals for consideration as part of the annual fall SGG meeting(s). During these meetings, which are held in late September/early October, a preliminary ranking of the "Discretionary" projects for the coming year is conducted by the SGG. The key focus for the SGG fall meetings is projects starting in the coming calendar year, although project proposals may be submitted for project that start in later years as well. While there may already be a predetermined list of "Required" and "Enhancement" category projects planned for the coming calendar year, it is also possible that new project proposals may fall into one of those categories. The CFO may make any such determinations during the review period prior to the fall meetings or shortly thereafter. Note that it is not necessary to re-submit multi-year projects on this form if they were approved by SGG in a previous year; they will be covered and discussed as needed in the meetings' financial review.
For more information on the SGG approval process, visit the SGG process page.
Key Dates in Preparation for Fall 2020 Meetings
Note: Nancy will contact individuals to discuss local plans for submitting proposals at September and October SGG sessions. This will assist with developing the meeting agenda as well as enable us to track which submissions have been received and which remain outstanding. The deadline for submitting your actual proposals is midnight on Monday, September 14, 2020 — this allows us to make the materials available to SGG members by September 17, 2020.
The focus of the September 21, 2020 Meeting (Meeting #1): We ask that short status updates be included as part of the planned presentations during the meeting or as an appendix to presented content. The September 21st meeting will focus on the following:
- Completed discoveries — outcomes and recommendation for next steps
- Summary status of projects and any changes to scope and/or timing of deliverables
- Proposals to begin new discovery projects
The focus of the October 19, 2020 Meeting (Meeting #2) will be to review and discussion of the following as it relates to Implementation Proposals
- Proposals to fund new initiatives/implementations
- Change requests for projects requesting additional funds
- Roadmap reviews, including updates to reflect current context
Details
Cycle 1
Meeting 1: September 21, 2020, 9 :00AM - 1:00PM (Zoom Only) — This meeting will focus on Status Updates and Funding Request Proposals
Supporting Material:
- Expected Agenda for September 21, 2020 Meeting (including Zoom information)
- SGG 2020 Preliminary Project List (September Requests)
Slide Decks for September 21, 2020 (Meeting 1):
- FY 2021 SGG Project Financial Update
- Health Check Ecosystem
- Stanford Mobile
- Financial Management Systems Update
- Faculty Search Applicant Tracking
- SeRA 4D Implementation
- HR Initiatives and Supporting Systems
- Student Systems
- Stanford Internal Communication Portal (note this is a pdf and should not be opened as a google doc)
To Submit Proposals:
- 2020 - 2021 SGG Project Proposal Submittal Form. Note: The deadline for submitting your proposals is midnight on Monday, September 14, 2020 — this allows us to make the materials available to SGG members by September 17, 2020.
- For SGG Project Proposals Form Instructions, click on the Instructions tab above.
Focus of September 21, 2020 Meeting (Meeting 1): We ask that short status updates be included as part of the planned presentation during the meeting or as an appendix to presented content. The September 21st meeting will focus on the following:
- Status updates of recently completed initiatives as well as initiatives in flight
- Oucomes of completed discoveries including recommendation for next steps
- Proposals to begin new discovery projects
Meeting 2: October 19, 2020, 8:30 AM - 12 Noon (Zoom Only) — This meeting will focus on Roadmaps and Implementation Request Proposals
Supporting Material:
- Preliminary Agenda for October 19, 2020 Meeting
- SGG 2020 Preliminary Project Funding Request List
- Voting Outcomes
Slide Decks for October 19, 2020 (Meeting 2):
- Renew, Extend, Replace (RER) and Governance Updates
- Student Services Roadmap and Project Update
- Axess Refresh Proposal
- GFS Student Experience Redesign Proposal
- My Cardinal Green Funding Proposal
- University HR Roadmap Update
- Online End Term Course Evaluation Update
- Virtual Conference and Event Convening Technology Discovery Funding Request
Focus of October 19, 2020 Meeting (Meeting 2): Review, discussion and advice related to Implementation Proposals, specifically:
- Presentation and discussion of roadmaps and functional directions, including updates to reflect current context
- Proposals to fund new initiatives/implementations
- Requests for projects requesting additional funds
Cycle 2
Meeting 1: January 28, 2021, 8:00 - 10:15 (Zoom Only: https://stanford.zoom.us/j/573203985?pwd=V3FhREZwVkMxcVoxV3hmQUdNSWdkUT09)
Supporting Material:
- Expected Agenda for January 28, 2021 Meeting (including Zoom Information)
- SGG January & February 2021 Summary Proposals
- SGG January & February Voting Notes and Tracking Worksheet
Slide Decks
- Enterprise News Infrastructure
- Stanford Events Calendar
- Student and Academic Technologies
- Graduate Admissions Systems Replacement
- Student and Parent Payment System Replacement
- Financial Management Systems
- Labor Distribution Adjustment
- Merchant Services
- Cash and Check Deposit Discovery
- ADAPT Program -- postponed to May 2021 meeting
Additional Background:
- TBD
Meeting 2: February 2, 2021, 2:30 - 4:00 (Zoom Only: https://stanford.zoom.us/j/573203985?pwd=V3FhREZwVkMxcVoxV3hmQUdNSWdkUT09)
Supporting Material:
- Expected Agenda for February 2, 2021 Meeting (including Zoom Information)
- Backgroup: Virtual Conferences and Event Convening
- SGG January & February 2021 Summary Proposals
- Voting Outcomes
Slide Decks
- Virtual Conferences and Event Convening
- Renew, Extend, Replace: HR Replacement
- ServiceNow
Additional Background:
- TBD
Cycle 3
Meeting 1: May 27, 2021, 8:30 - 12:00NOON (Zoom Only: https://stanford.zoom.us/j/573203985?pwd=V3FhREZwVkMxcVoxV3hmQUdNSWdkUT09)
Supporting Material:
- Expected Agenda for May 27th Meeting (inclduing Zoom information)
- Summarized Funding Requests
- Voting Outcomes
Slide Decks :
Cycle 1 Chair Decisions (Requests from September and October 2020 Meetings)
Project | Approved? | Date | Comments |
---|---|---|---|
Discovery: Scoping of SeRA 4D Integration |
YES | 09.29.2020 | APPROVED. Please submit funding charter to receive PTA. |
Implementation: Internal Communications Portal Project | YES | 09.29.2020 | PHASE 1 APPROVED. Please submit funding charter to receive PTA. |
Stanford Mobile | YES | 09.29.2020 | APPROVED. Please submit funding charter to receive PTA. |
Enhancement: Evolve Financial Reporting | YES | 09.29.2020 | APPROVED. Please submit funding charter to receive PTA |
Implementation: Faculty Applicant Tracking System |
YES | 10.13.2020 | APPROVED. Please submit funding charter to receive PTA |
Axess Refresh | YES | 10.13.2020 | APPROVED. Please submit funding charter to receive PTA |
My Cardinal Green | NO | 10.21.2020 | |
Virtual Conference and Event Convening Technology | YES | 10.21.2020 | APPROVED. Please submit funding charter to receive PTA |
GFS Student Experience Redesign | YES | 10.21.2020 | APPROVED. Please submit funding charter to receive PTA |
TBD | TBD | TBD | TBD |
Cycle 2 Chair Decisions (Requests from January and February 2021 Meetings)
Project | Approved? | Date | Comments |
---|---|---|---|
Enterprise News Infrastructure | YES | 02.09.2021 | APPROVED. Please submit funding charter to receive PTA. |
Stanford Events Calendar | YES | 02.09.2021 | APPROVED. Please submit funding charter to receive PTA. |
Graduate Admissions Systems Replacement | YES | 02.09.2021 | APPROVED. Please submit funding charter to receive PTA. |
Student and Parent Payment System Replacement | YES | 02.09.2021 | APPROVED. Please submit funding charter to receive PTA. |
Labor Distribution Adjustment User Interface Replacement | YES | 02.09.2021 | APPROVED. Please submit funding charter to receive PTA. |
Merchant Services, Phase III | YES | 02.09.2021 | APPROVED. Please submit funding charter to receive PTA. |
Cash and Check Deposit Discovery | YES | 02.09.2021 | APPROVED. Please submit funding charter to receive PTA. |
RER: HR Implementation Planning - Project Management | YES | 02.09.2021 | APPROVED. Please submit funding charter to receive PTA. |
ServiceNow Improvements | YES | 02.09.2021 | APPROVED. Please submit funding charter to receive PTA. |
Instructions
Form Field Instructions
- Short Description: A 1 - 2 sentence statement that describes what the project is about.
- Problem Statement: A 1 - 2 paragraph summary of the business problems(s) the project will address.
- Solution Approach: A 1 - 2 paragraph description of how the project will solve the business problem(s). If the project proposal will require a discovery effort, state that here, including a 1 - 2 paragraph description of that effort in terms of resources, high-level activities, and timing.
- Strategic Alignment: Though multiple (or no) selections are permitted, please try to select the area(s) that the project will primarily affect.
- Urgency/Time frame: This is an indicator of the desired and, within the limits of your knowledge about the solution approach at the time of form submission, feasible time for delivery of the project.
- Fiscal Year Cost Breakdown: This is for SGG costs only. If possible, please provide an approximate allocation of the SGG cost of the project across the fiscal years in each applicable form field.
- File Attachments: You may use this optional feature to upload any supporting documentation you may wish to provide, though the primary discussion in the SGG September meeting(s) will be based on the standard form entries; SGG Project Charter (aka "Lite" project charters) and/or PPT slides are no longer part of the new SGG process. Funding Project Charters will be requested for top-ranked projects before the winter SGG meeting.
Scoring
Two scores are automatically calculated in the background upon form submission as a ranking starting point. Information is available regarding the scoring process. Note: The strategic alignment portion of the scoring process was updated slightly for this year.
Question Period Information
University IT will publish a link to the 2019 preliminary project list (to allow viewing and download) to the SGG members on September 26, 2018. SGG members are requested to pose any questions they have by September 28, 2018 directly via email directly to the submitter. The submitter should in turn respond directly to the person asking the question, including whether or not they plan to update their submittal prior to the meeting. Typical questions might request:
- Clarification of the scope of the project
- More detailed information on who is affected by the project and when
- More information on the benefits of the project, i.e., how the affected processes are improved
- More details on expected costs or how certain expenses would be paid for
- Clarification or more details on the solution approach
- More details on the nature of the incremental operating costs and/or how they will be satisfied
Upon request by the submitter, University IT will ensure update alerts are sent to the proposed project owners if they need to make updates in response to any of the other SGG member question(s). Any changes to submittals as a result of SGG member questions are requested to be completed no later than noon, October 2, 2018.