SCT Banner YES Training Team s3

SCT Banner YES Implementation Team Meeting Notes MEETING LOGISTICS Item Description Date Dec. 13, 2004 Time 9:00 a.m. Location Computer Center Conference Room - MESHEL ATTENDEES Role Name Facilitator(s) Dona Madacsi and Eileen Greaf Note Taker Cheryl Beil Participants Marianne Anderson, Catherine Cala, Troy Cross, Eileen Greaf, Jeanne Herman, Marayamah Hassan, Dennis Konik, Betty Jo Licata, Dona Madacsi, Rick Marsico, Tom Masters, Mary Noble, James Stanger, Bob Tupaj, and Donna Wainio. Not Present Becky Geltz and Mary Jo Repasky AGENDA ITEMS Notes Review of Prior Mtg. Notes Impl. Meeting – 12/6/04 No corrections noted. UPDATES 1. Migration Toolkit Canceled until week of January 10, 2005. Mtg 2. Project Staffing Meeting remains as scheduled. Donna Esterly will present final plan/process Budgets to address staffing/resource needs for Banner implementation. & Process/Guidelines 12/14/04 – 1:00 p.m. KILC – Room 2068 3. Banner 7 Overview Canceled until week of January 10, 2005. 4. Banner 7 Tech call Canceled until week of January 10, 2005. 5. Banner General Canceled until week of January 10, 2005. Person OTHER OLD BUSINESS 1. Wayne State Visit Recommendations included: Oracle training from source vs. SCT; emphasis on Lessons Learned teamwork and positive attitude with project management and team building training; test load volume; upgrade to Banner 7 with the Student module.

IBM or other “expert” to be used for project management and team building training for this team, then use combination of WCBA staff (Ram Kasuganti and Betty Jo Licata) and HR trainers to create program for other teams. Ad-hoc committee was created to discuss approach and plan (Eileen, Dona, Betty Jo, and Donna W). 2. Resource Requests Joint effort with the employees’ supervisors is critical to identifying needed resources, backfill, and overtime requirements. Finance and Advancement to share process to develop request for additional resources.

YES Implementation Team Meeting Notes Page 1 TEAM STATUS UPDATES 1. Finance Team Assignments on schedule. Need further discussion on limitations of self-service (Marianne Anderson) module. Jan Loychik to identify power users of current Advantage system. Technical issues will be documented. 2. Advancement Team Pleased with training. Discovered critical need as team leader to control level (Catherine Cala) of frustration among team members. Will attempt to meet weekly. 3. Communications Target for next newsletter: late January. Requested updates by approx. Jan. 20. Team Spring gathering planned to celebrate accomplishments. Development Office to (Betty Jo Licata) locate private funding to cover expense of attending SunGard Summit. 4. Technical Team Foresight Technologies (IBM business partner) is on campus to install GSM for (Troy Cross) Banner backup system. Team leaders should contact Troy for any technical assistance needed for respective modules. 5. Training Team Meets bi-weekly. All training is scheduled. Coordinate printing of all training (Donna Wainio) materials through Troy. New training room is ready but not solely dedicated to Banner training. Keep training rooms clean. Finance navigation training on CD is available for checkout and viewing on PC’s. 6. Data Standards & No report. Reporting (Becky Geltz)

NEW BUSINESS 1. Team Notes Submit approved notes from individual team meetings to listserve.

ACTION ITEMS Action Item / Issues from Implementation Team Owner Due Date Status Meeting 12/13/04 1. PM & team training Ad hoc group ASAP 2. Develop protocol for work Project Managers ASAP team appts. 3. Provide task templates to Project Managers 12-20-04 team leaders to aid resource planning 4. Determine number and use Technical Team 1-18-05 of Banner instances 5. Technical training – Technical Team & Project ASAP determine if Finance Tech BT- Managers 104 can be switched with Tech Consulting 6. BPA training & reports – Project Managers ASAP evaluate alternatives 7. Distribute Banner 7 Project Managers 12-20-04 Overview PowerPoint to team 8. Provide sample resource E. Greaf & C. Calla 12-20-04 plans Prior Items/Issues Owner Due Date Status 1. Corrected OR 102 Training Pat Kurisko 11/29/04 Not received. Issue Materials elevated to SCT upper management

YES Implementation Team Meeting Notes Page 2 2. LDAP question from Mark Pat Kurisko ASAP Information received week Welton of 12-13-04

Next Meeting – Monday, December 20, 2004 at 9:00 a.m. in Meshel Hall, 4th floor conference room.

YES Implementation Team Meeting Notes Page 3