FY09 Annual Planning

IT Division

Information Technology Division

VP, M Brydges

InformationSystems

SD, K Cornell

TechnicalLead

D, A Dinnouti

Science

M, K Green

Global Strategy &Development

SD, B Fine

Global SupportServices

SD, A Lora

Network

SD, B Freed

Field Support D, S Kyllo

Help Desk &Training

M, P Manu

ProcurementAsset Mgmt

M, L Day

Admin

TBD

This slide presents the functional areas of IT, the leads of which together comprise the IT Management Group.

IT Management Group

BusinessIntelligence

TBD

Websites & Learning

TBD

IT Div Assistantfixed term, TBD

Organizational Chart

BusinessIntelligence

SystemsD, TBD

Website & Learning Systems

D, TBD

ScienceApplications

M, K Green

M, J Manwell

M, TBD

C, B Hoekstra

M, H Kistler

M, TBD

C, D Hubbard

Information Systems

Global Strategy &Development

SD, B Fine

TechnicalLead

D, A Dinnouti

Information SystemsSD, K Cornell

Organizational Chart

The Information Systems area manages development, maintenance and ensures support for CI applications and websites.

Global Support ServicesSD, A Lora

NetworkServices

SD, B Freed

Field Support ServicesD, S Kyllo

Help Desk &TrainingServices

M, P Manu

Procurement& Asset Mgmt

ServicesM, L Day

AdministrativeServices

TBD

M, R Littlefield

M, Y Melnikov

M, W Burton

M, K Shelton

M, H Rasambainarivo

M, A NaranjoNeotropics

M, L LenoaAsia Pacific

M, R Ranaivoarison

Africa

M, K HughesTraining

M, S MaggardPhone Sys

C, Y Affa

C, J CernadasConferencing

C, R LewisAcct Mgmt

C, TBD

C, D Kelly

A, A Pittman

M, A Lynn

C, L Green

A, S Tucker

M, S Obleas

Global Support Services

GlobalStrategy &

DevelopmentSD, B Fine

The Global Support Services area offers an integrated set of services to all US and Field-based staff.

C, B Sidibe

A Trujillofix term, Intern

Organizational Chart

FY08 SuccessesInformation Systems

New Conservation.org, using SharePoint platform New CI Library, to be launched at Annual Planning WBDB Outcomes Definition in production, Outcomes

Monitoring under development IBAT prototype completed, launch planned for WCC Planning revision, improved performance and functionality Fire Alert phase 1 in production, phase 2 underway RAP in production Fire Risk, in beta by end of FY Oracle Financials/HR assessments, planning Enhancement and maintenance of existing systems

FY08 SuccessesGlobal Strategy & Development

IT participation in ROC / PMG Assessments Connectivity improved in 15 field offices through strategic

investments 5 field offices connected to global network

Gabarone, Bali, Sorong, Atherton, Noumea (June) IT training delivered to 5 field offices

La Paz, Phnom Penh, Gabarone, Cape Town, Atherton (May) Capacity building for field-based IT staff

Workshops held in Quito and Phnom Penh Proactive budget preparation assistance for field programs,

for maintenance and other IT related costs Event support

Latin American Parks Congress (Bariloche), Climate COP (Bali), CBD COP (Bonn) (May)

FY08 SuccessesGlobal Support Services

Initiated strategic planning process Incorporated IT policies into Operations Manual Data center uptime reached 99.9% (period Jul07-Mar08) Upgraded Citrix environment (cutover in June) 38 connected field offices (out of 59 est. total) Enterprise agreement, discounted Microsoft licensing for

all CI staff Integration of CC Office Services into IT Division Resolved building security issues, convened data security

task force Low turnover, consistent core support staff Enhancement and maintenance of existing processes and

systems

FY09 Plan

Enhance and maintain existing systems WBDB Outcomes Definition & Monitoring, Planning, GEM, Grant

Writer, Fire Alerts, Fire Risk, RAP Enhance, maintain and implement new modules within Oracle

business applications area (Financials, HR) Continue to expand and develop new linkages between

systems Outcomes-Planning, Planning-GEM, GEM-Financials, Planning-

Financials and Financials-HR Begin development of enterprise data repository, to support

cross-reporting needs Complete evaluation of enterprise reporting platform

ApplicationsBy 2010, complete build-out of individual systems; develop appropriate linkages among select systems; and incorporate an enterprise reporting functionality.

FY09 Plan

Collaborate with Communications to enhance/maintain Conservation.org. New interactive tools, functionality, campaign support Migration of remaining sites for “global rollup” Implementation of field website needs

Complete evaluation of portal platform; develop technical roadmap and associated project plans.

Integrate portal-based applications. Intranet, Learning Network, CI Library

Websites and Learning SystemsBy 2010, complete consolidation of CI's public websites, primarily under conservation.org; stabilize technical platform and "decentralized" content management model; integrate and transition learning systems to appropriate technical platform.

FY09 Plan

Implement network infrastructure improvements for improved performance, security, efficiency, and reliability/redundancy.

Connect 6 field offices to the global network. Identify, prioritize and make strategic investments in

connectivity and field infrastructure. Establish regional component of Global Support Model. Improve and expand end user support.

Global Support InfrastructureBy 2010, stable infrastructure (technology, people and processes) in place for CI support functions to deliver consistent support services in a global context.

FY09 Plan

Improve training / meeting support services through awareness building and training on best practices, and upgrades to CC and Field conference facilities.

Upgrade CC training room (replace 7 yr old equipment)

Improve and expand global training for IT owned tools and services.

TrainingIn FY09, formally launch CI's training infrastructure. Package, market and support use of IT infrastructure and tools by CI users in global training activities and learning initiatives. Set example for other CI areas by developing and offering comprehensive, high quality, multi-format training on IT owned tools and services.

FY09 Plan

Formalize global procurement and asset management policies. Standardize global processes for all procurement and asset

tracking requirements. Implement procurement/asset management system. Collaborate with CABS to formalize global GIS software

licensing processes.

Procurement and Asset ManagementBy 2010, robust global procurement and asset management program in place that efficiently tracks assets and ensures CI/IT supported product compliance. Provide CI users access to the best product options based on financial, environmental and other considerations.

FY09 Plan

Develop a comprehensive emergency preparedness plan for CC

Develop a comprehensive security services program for CC Develop a travel services program Develop a partnership program for hotel accommodations

OST/Facilities/TravelBy 2010 OST/Facilities/Travel is an essential component of the Global Support Services with a range of program services to serve global CI user needs.

Capacity-Building EffortsDivisional Role: Provide CI’s training infrastructure, and deliver materials and end

user training for IT owned tools and services.

FY09 Activities in the Field and HQ: Regional IT workshops and meetings to facilitate ongoing

implementation of Global Support Model, provide capacity building for IT-related field staff.

Improve training / meeting support services through awareness building and training on best practices, and upgrades to CC and Field conference facilities.

Upgrade CC training room Improve and expand global training for IT owned tools and

services.

FY09 Details

Organizational Sustainability

Divisional Role:By 2010 portion of IT costs are funded in a sustainable manner, and

organizational cost savings achieved as a result of IT led initiatives.

FY09 Activities: Develop and implement IT fundraising strategy. Formalize IT support for and leverage events for strategic

fundraising opportunities.

Conduct a pilot program toward lowering business travel costs.

FY09 Details

Headcount

Regular Fixed-Term

FY08 Board-approved budget

# FT positions 36 4

# PT positions 3

Positions added in FY08

# FT positions

# PT positions

FY09 Requested # FT positions 40 3

# PT positions

FY09 Budget Growth

Division Total FY08 Budget Proposed FY09 Budget

% Growth

IT Division $ 7,841,139 $ 9,833,249 % 25

Activity Area

CC Building 215 $ 293,058 $ 289,128 % -1

Field Conn. 221 $ 200,000 $ 200,000 % 0

Facil./Admin. 202 $ 501,314 $ 844,852 % 69

Internet Str. 220 $ 532,393 $ 787,803 % 48

IT Programs 205 $ 6,314,178 $ 7,567,111 % 20

FY09 Budget Detail by Expense Category

Expense Category

FY08 Budget

% of Total

FY09 Proposed Budget

% of Total

% Change FY08 to FY09

Salaries & Benefits

$ 3,618,985 % 46 $ 3,560,501 % 36 % -2

Travel & Conferences

$ 235,250 % 3 $ 358,318 % 4 % 52

External Grants $189,250 % 2 $ 194,250 % 2 % 3

Occupancy $ 392,291 % 5 $ 382,524 % 4 % -2

Other Direct Costs

$ 3,405,362 % 43 $ 5,337,656 % 54 % 57

Total $ 7,841,139 $ 9,833,249 % 25

FY09 Budget Detail by Funding Source

Funding Source

FY08 Budget % of Total

FY09 Proposed Budget

% of Total

% Change FY08 to FY09

GBMF $ 1,051,902 % 13 $ 1,050,088 % 11 % 0

Individual $ 532,393 % 7 $ 787,803 % 8 % 48

CEPF

Government

Foundation

Corporate $ 269,962 % 3 $ 263,538 % 3 % -2

Other

Shortfall

Unrestricted $ 6,152,621 % 77 $ 7,876,173 % 79 % 28

Total $ 8,006,879 $ 9,977,604 % 25

Questions?