A photo of the the Indiana Memorial Union.

University-Wide Conference
November 11-12, 2009
Indiana Memorial Union
Bloomington, IN
Maps & Directions

External Relations Conference

2009 Program

Wednesday, November 11

8:00–9:00 a.m. • Registration & Continental Breakfast

Whittenberger Lobby, First Floor, Indiana Memorial Union

9:00–10:15 a.m. • The New Public Affairs and Government Relations

Valerie Pena, Executive Director and Chief of Staff, Public Affairs and Government Relations; and Mike Sample, Vice President, Public Affairs and Government Relations

Whittenberger Auditorium, First Floor, Indiana Memorial Union

10:15–10:30 a.m. • Break

Whittenberger Lobby, First Floor, Indiana Memorial Union

10:30–11:45 a.m. • Effective Lifetime Communications for Indiana University

Barry Walsh, Associate Vice President for Enterprise Software, University Information Technology Services

Whittenberger Auditorium, First Floor, Indiana Memorial Union

Noon–1:15 p.m. • Lunch: Challenging Times: Issues Confronting the State of Indiana and Indiana University in 2010

Jeff Linder, Associate Vice President for State Government Relations

Frangipani Room, Mezzanine Level, Indiana Memorial Union

1:30–2:45 p.m. • Breakouts in IMU Tree Suites
Breakout 1 • Relationship Building and Information Dissemination in the Age of Social Media

Panelists: John Talbott, Visiting Lecturer Department of Marketing, Kelley School of Business; Kevin Makice, Ph.D. candidate, School of Informatics & Computing; and Sarah Smith-Robbins, Director, Emerging Technologies, Kelley Executive Partners, Indiana University Kelley School of Business

This panel features three of Indiana University's most innovative thinkers in the realm of social media and Web 2.0 technologies. Each presenter will offer a quick overview of his or her views about the values and costs of using social media in public affairs and government relations. The panel will then open the floor for questions and answers from the audience. Bring your toughest social media questions and get them answered by three of today's leading geeks.

Breakout 2 • WCMS: Cascade Server to "Empower People”

Co-Presenters: Greg Polit, Associate Director, Information Technology, IU Creative Services; and Amber Harmon, Web Content Management System (WCMS) project lead in the Enterprise Web Tech Services group

Empowering People, IU’s new 5-year strategic plan for IT, calls on IU to “implement a comprehensive, integrated university-wide Web presence by providing common tools for site creation and maintenance.” Empowering People notes that “content creators are often dissatisfied with their ability to provide timely, updated information on Web sites when working through current Web environments and administration processes. The use of content management technologies allows creators convenient, user-friendly tools for contributing and publishing information on Web sites under a carefully managed system of authorization and control.”

This presentation will discuss how IU is implementing Cascade Server to “Empower People,” avoiding the central command and control model that oversees and dictates Web content activities, and investing heavily in the development of training materials, hands-on training, and support.

Breakout 3 • Online Video: The Way to Go?

Co-Presenters: Angela Tharp, Senior Associate Director, Public Affairs and Government Relations; Sherri Knieriem, Manager of Market Research and Services, IU Foundation; and Thom Atkinson, Campus Web Manager, Office of the Provost, Indiana University Bloomington

Online video is all the rage, but do college constituents expect and want IU sites to carry video? And if so, what appeals and why? Learn what IU Bloomington constituents—prospects, influencers, students, faculty, staff, alumni, AND donors—had to say about their use of technology, online preferences, and where to invest resources so we don’t ruin their Web experience. The provost’s office, IUF, and PAGR conducted significant qualitative research to help with resource allocation and decision-making after launching a new home page at www.iub.edu. Findings cannot be generalized to the larger population, but they reveal major trends across a dozen focus groups and ensure diverse opinions that may prove beneficial to your campus or unit.

Breakout 4 •From Enrollment to Endowment: The New Constituent Relationship Management System

Barry Walsh, Associate Vice President for Enterprise Software, University Information Technology Services

Like most other institutions, IU has begun to utilize software systems to reach out to its various affinity groups and major constituents. Typically, each unit or school makes a local decision on which software to use, and the result is individual pockets of communication. Facing this balkanization of communications to prospective and enrolled students, alumni, and donors, IU sought a more coordinated approach that offered a lifetime communication model that could be used by any IU entity. This session will explore the rationale for this approach and outline the roadmap ahead.

Breakout 5 • IU in Your Pocket: The Latest on IU Mobile

Brian McGough, Director of Enterprise Systems Integration and Delivery, University Information Technology Services

This session will focus on the current and future planned capabilities for the IU Mobile product, featuring a review of available tools, phones, and rendering modes, as well as the current development work and processes to manage IU’s mobile presence going forward. Participants will learn about IU’s mobile strategy and how to maintain a consistent university-wide strategy while allowing for flexibility at the campus, school, and unit level. In addition, this session will focus on how to effectively leverage the mobility code investments made by campus-specific contributors through open channels of communication and overall prioritization processes for the project.

2:45–3:00 p.m. • Break

Tree Suite Conference Lounge, Mezzanine Level, Indiana Memorial Union

3:00–4:15 p.m. • Breakouts in IMU Tree Suites
Breakout 1 • Relationship Building and Information Dissemination in the Age of Social Media

Panelists: John Talbott, Visiting Lecturer, Department of Marketing, Kelley School of Business; Kevin Makice, Ph.D. candidate, School of Informatics & Computing; and Sarah Smith-Robbins, Director, Emerging Technologies, Kelley Executive Partners, Indiana University Kelley School of Business

This panel features three of Indiana University's most innovative thinkers in the realm of social media and Web 2.0 technologies. Each presenter will offer a quick overview of his or her views about the values and costs of using social media in public affairs and government relations. The panel will then open the floor for questions and answers from the audience. Bring your toughest social media questions and get them answered by three of today's leading geeks.

Breakout 2 • WCMS: Cascade Server to “Empower People”

Co-Presenters: Greg Polit, Associate Director, Information Technology, IU Creative Services; and Amber Harmon, Web Content Management System (WCMS) project lead in the Enterprise Web Tech Services group

Empowering People, IU’s new 5-year strategic plan for IT, calls on IU to “implement a comprehensive, integrated university-wide Web presence by providing common tools for site creation and maintenance.” Empowering People notes that “content creators are often dissatisfied with their ability to provide timely, updated information on Web sites when working through current Web environments and administration processes. The use of content management technologies allows creators convenient, user-friendly tools for contributing and publishing information on Web sites under a carefully managed system of authorization and control.”

This presentation will discuss how IU is implementing Cascade Server to “Empower People,” avoiding the central command and control model that oversees and dictates Web content activities, and investing heavily in the development of training materials, hands-on training, and support.

Breakout 3 • From Enrollment to Endowment: The New Constituent Relationship Management System

Barry Walsh, Associate Vice President for Enterprise Software, University Information Technology Services

Like most other institutions, IU has begun to utilize software systems to reach out to its various affinity groups and major constituents. Typically, each unit or school makes a local decision on which software to use, and the result is individual pockets of communication. Facing this balkanization of communications to prospective and enrolled students, alumni, and donors, IU sought a more coordinated approach that offered a lifetime communication model that could be used by any IU entity. This session will explore the rationale for this approach and outline the roadmap ahead.

Breakout 4 • IU in Your Pocket: The Latest on IU Mobile

Brian McGough, Director of Enterprise Systems Integration and Delivery, University Information Technology Services

This session will focus on the current and future planned capabilities for the IU Mobile product, featuring a review of available tools, phones, and rendering modes, as well as the current development work and processes to manage IU’s mobile presence going forward. Participants will learn about IU’s mobile strategy and how to maintain a consistent university-wide strategy while allowing for flexibility at the campus, school, and unit level. In addition, this session will focus on how to effectively leverage the mobility code investments made by campus-specific contributors through open channels of communication and overall prioritization processes for the project.

4:15–evening • Dinner on your own

Thursday, November 12

8:00–9:00 a.m. • Registration & Continental Breakfast

Tree Suite Conference Lounge, Mezzanine Level, Indiana Memorial Union

9:00–10:15 p.m. • Breakouts in IMU Tree Suites
Breakout 1 • Digital Asset Management

Demonstration presented by selected vendor (Pending confirmation)

IU is currently requesting proposals for an online, university-wide database for archiving, cataloging, and retrieving multimedia files, including new and existing marketing photos, videos, Web graphics, pride points, and other materials. If a vendor is selected in time for the conference, we will ask them to give a presentation on the capabilities of their system.

Breakout 2 • What’s the Rule on That? An Overview of Sponsorship and Drawing Policies from the Office of the Vice President for Planning and Policy

Jenny Kincaid, Director of Policy Administration, Office of the Vice President for Planning and Policy; and Judy Palmer, Director, Office of Legislative and Policy Analysis

The Office of the Vice President for Planning and Policy formed a working group last year to draft university-wide policies on sponsorship issues. The committee has focused on both sponsorship revenues and expenditures and recently posted a related draft policy regarding drawings and games of chance. In this session, participants will learn more about these recent policy developments and how they may affect future marketing initiatives.

Breakout 3 • Raising your Department/School/Campus’ Image among Peers

Panelists: Rob Zinkan, Executive Director for External Affairs, IU East; and John Dalton, Director of Communications and Marketing, IU East; Jocelyn Bowie, Director of Communications and Marketing, IU College of Arts & Sciences; and Misty Wick, Senior Communications Specialist, University Information Technology Services

Panelists present on their experiences—successes and failures—on past initiatives to raise the profile of their unit, school or campus. Rob and John will share brand marketing strategies they have used at IU East, including a mascot change, Chancellor Paydar’s use of Twitter, and social media’s effect on the campus’s record enrollment and its place in the campus’s overall marketing mix. Jocelyn reflects on nine years of challenges faced by the College of Arts and Sciences. Misty will discuss selling UITS’s “U” campaign and university-wide TechFest.

Breakout 4 • Sustainability: Making Your Campus Green

Panelists: Jeff Kaden, University Engineer and Director of Engineering Services; Mike Keen, Director, Center for a Sustainable Future, and Professor of Sociology, IU South Bend; and Regina Leffers, Director of the Center for the Built Environment and Associate Professor of Construction, Indiana University Purdue University Fort Wayne

Buildings use 40% of all energy consumed and more than 70% of all electricity produced. With more than 26 million square feet of space within the IU system, opportunities for reducing energy consumption are enormous. Panelists will review the current status of the design and construction of 13 LEED buildings for IU and how to identify, fund, and implement energy-savings projects in existing buildings. Participants will also learn about recent developments at the Center for a Sustainable Future and the IU South Bend campus, as well as the redesign of an existing IPFW building into a Sustainable Construction and Renewable Energy Lab, a building where all energy systems—mechanical, electrical, and renewable—will be transparent.

Breakout 5 • A Centralized Marketing Plan: Do We Need It?

Valerie Pena, Executive Director and Chief of Staff, IU Public Affairs and Government Relations; and Amy Conrad Warner, Vice Chancellor for External Affairs, IUPUI

The title says it all! Join an open discussion on the pros and cons of a centralized marketing message. Discussion will include finding that magic message, deciding whether all units/campuses use it, and measuring its effect on individual branding. Guaranteed to be a fun and lively discussion.

10:15–10:30 a.m. • Break

Tree Suite Conference Lounge, First Floor, Indiana Memorial Union

10:30–11:45 a.m. • Roundtable Discussions
Roundtable 1 • Research: Surveys, Focus Groups, Vendors and More

Co-Facilitators: Angela Tharp, Senior Associate Director, IU Public Affairs and Government Relations; and Jocelyn Bowie, Director of Communications and Marketing, IU College of Arts & Sciences

Most of us claim that return-on-investment is important, but have we built research and evaluation into our strategic plans? Share your thoughts on the latest techniques, cost-effective strategies, and what does and doesn’t work. The topic is research, but the approach is up to you. This round table will be flexible enough to address topics ranging from secondary research studies and online resources to primary focus groups, surveys, and analytics.

Roundtable 2 • “Help! I Think This Is a Crisis!”

Co-Facilitators: Valerie Pena, Executive Director and Chief of Staff, IU Public Affairs and Government Relations; and Susan Williams, Director, University Communications

In the age of social media and networking, it’s tough to find the right strategy for managing communications during a crisis. We’ll discuss the latest in best practices, tools that are available and how to manage your communication message during a crisis.

Roundtable 3 • Trading Services (quid pro quo)

Facilitator: Kim Gray, Director of Marketing, Sponsorships, and Development, Campus Recreational Sports

This session offers a chance for auxiliary/service units to explore opportunities for quid pro quo cross-marketing and identify units with “good fits” to do this—from Residential Program Services Dining Services and Recreational Sports “trading” signage to promote their services in each other’s facilities to IU Bus Services trading bus ads for exposure in the IU Active Lifestyle Calendar for Faculty/Staff.

Roundtable 4 • IU Regional Campuses Chat Session

Facilitator: Ken Baierl, Director of Communications and Marketing, IU South Bend

An opportunity for staffers from the IU regional campuses to meet one another and engage in discussion on such topics as best practice sharing, current messaging, which markets are being targeted via messaging, and other issues.

Roundtable 5 • “Nobody Tells Me Anything!” Can Internal Communications Help Build Morale and Unify Our Messages?

Facilitator: Amy Conrad Warner, Vice Chancellor of External Relations, IUPUI

Share the internal communication strategies and tools you utilize to inform your faculty, staff, and students of policy changes, new initiatives, and fast-breaking news. Brainstorm opportunities to improve the flow of information inside the institution so your faculty, staff, and students are informed and engaged.

Noon–2:00 p.m. • Lunch: Overview of the Office of the Vice President for Engagement and the IU Research & Technology Corporation

Bill Stephan, Vice President for Engagement, and Tony Armstrong, Assistant Vice President and President and CEO of IURTC

2:00 p.m.–5:00 p.m.

IT Training and Education is offering the Cascade Server Contributors training, specifically for PAGR Conference participants, School of Music Library M373, Tom Mason, instructor (limited to 29 participants). This workshop will teach content contributors, approvers, and/or publishers how to use the authoring functions within Cascade Server. The session covers basic content creation, editing, and publishing, as well as how to use common content provided by Indiana University.