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Data Governance and FT Task Force Charge Letter

(Original on Academic and Student Affairs letterhead)

April 20, 2020

Data Governance and FT Task Force
Erin Guthrie, Assistant Vice Provost, Planning and Budgeting, Co-Chair
Christina Mercer, Senior Director, Finance Transformation, Finance, Co-Chair
Rupert Berk, Enterprise Solutions Architect, UW-IT
Beth Britt, Director of Analytics, UW Medicine IT Services
Doug Divine, Director, DATAGroup, Enterprise Services, Finance
Rick Fenger, Assistant Director, Decision Support Services, Office of Research Information Services
Rachel Gatlin, Executive Director, HR Benefits, Analytics and Information Systems
Nancy Jagger, Director, Integrated Service Center, Enterprise Services, Finance
Manoj Joshi, Senior Director, Systems Implementation, Finance Transformation, Finance
Karen Matheson, Manager, Integrated Service Center Application Management, Enterprise Services, Finance
Ann Nagel, Associate Vice Provost, UW Privacy Office, Academic and Student Affairs and Chair of Data Governance Operational Committee
Lisa Pascuzzi, Director, Finance & Budget, UW Medicine
Paula Ross, Director of Platform Integration Services, Finance Transformation, Finance
Brett Simmons, Technology Director, Finance Transformation Systems Implementation, Finance
Jeff Techico, System Director, Supply Chair Informatics, UW Medicine

Dear Colleagues,

Thank you for your willingness to serve on the Data Governance and Finance Transformation (FT) Task Force. As the UW moves forward with data governance and FT, it is important that we have collaborative leadership and efficient and effective processes in place for identifying issues, coordinating efforts, and communicating about items of shared interest.

Disparate meetings and conversations in and around data governance and FT have started raising concerns about access and roles to systems with similar data (i.e. Workday and Enterprise Data Warehouse), roles and responsibilities for data trustees and data custodians, master data management strategies (e.g. location data), and the foundational data model. While these and other topics are of shared interest, a comprehensive and concise summary of the specific concerns and suggested path forward for addressing the concerns has not yet been documented or universally shared with data governance or FT leadership.

We are asking this task force to bring these concerns forward so we can collaborate on next steps in the interest of both data governance and FT, as well as the interest of the University.

We charge you with addressing the following:

  1. Identifying items of shared interest for data governance and FT;
  2. Identifying the current state and reasonable future state of each item using the data governance maturity model for major initiatives;
  3. Identifying the priority and critical timeline for each item; and
  4. Suggesting a path forward for the University to work towards the future state.
    As you do so:
    • We ask you to focus on pragmatic recommendations that promote efficiencies for and between the Data Governance Committees, FT, and other stakeholders across the UW.
    • Suggestions might include, for example, establishing a policy or best practice to create a cohesive understanding of a given topic or establishing a task force to dive deeper into the strategic and operational aspects of a specific topic
    • Please base both the future state and the suggested path forward on what can be done with existing funding and existing resources.
  5. Assess, to the degree that you know and the best that you can, how the foundational data model may impact other business activities and systems that are currently out of scope for FT and out of scope for the data governance organization code task force.

As you work through the above charge, you will need to prioritize the items of shared interest based on the FT milestones and timelines. You will create reports of your findings and recommendations based on the relative priority and present the reports to Data Governance Committees Operational and FT Sponsors Group in phases in order to continually make progress and stay in sync with the FT.

To help answer questions and provide guidance, as needed, your co-chairs will meet briefly and regularly with the three of us.

Linda Eskenazi, Administrative Manager, Office of Planning and Budgeting will contact you to begin scheduling the meetings. Elise Glassman, Project Manager in the Office of Planning and Budgeting, will work closely with and support the chairs in this effort. Thank you again for your willingness to help with this critical work.


Phil Reid
Vice Provost, Academic and Student Affairs
Professor of Chemistry

Ann Nagel
Associate Vice Provost, UW Privacy Office
Academic & Student Affairs

Edward J. Loftus
Assistant Vice President
UW Finance Transformation