Preferred Name (Pre-work)

7%

Status

In Process [In Process]

7% complete, updated on Wed 11/27/24 5:23 PM by Gloria Walden Johnson

PCMO Execution Framework: - 7% complete
Happy Holidays!  Project Charter review with Project Sponsor and Technical SMEs scheduled for Monday December   16th.  

Initiation - 93% complete

  • Meet w/Project Sponsors - 100% complete
  • Identify Stakeholders - 100% complete
  • Define High level Requirements - 100% complete
  • Create, Design and Develop Project Workspace - 90% complete
  • Develop Project Charter - Pre-work Phase 1 - 100% complete
  • Develop Project Charter - CO System Updates Phase 2 - 100% complete
  • Project Charter(s) Approval - 
Plan - Pending
Execution - Pending
Close - Pending

Details

Dates
Tue 10/1/24 - Mon 6/30/25
Acct/Dept
Human Resources Service Center
Service
Project and Change Management Office / Information Technology Project Request
Type
PCMO Evaluated / Large DoIT Project / Division of IT Project
Health
Green - On track
Portfolio(s)
Classification
PCMO Managed Project
Requirements
Current HR site about preferred name changes: https://www.csuchico.edu/hr/payroll/name-changes.shtml
- The process to update the preferred name is clear and we update the PS-HR system, but that data needs to get to reports/queries used by HR customer and internal HR for communicating with employees.
- Only a few systems are listed here and will need to be updated accordingly once systems are updated
Colorado School of Mines example can be found here: https://www.mines.edu/institutional-equity-title-ix/preferred-first-name/
Created
Mon 8/14/23 4:44 PM
Modified
Wed 11/27/24 5:23 PM

Change Impact

How will you measure the impact of this project?
What are some metrics or KPIs that will be used to measure success? Think about the five metrics to measure: quality, quantity, timeliness, cost, and customer satisfaction.
Customer satisfaction and clear understanding (and documented process) how an employee can update their preferred name and where it will be displayed once this project is complete. If questions/issues are reported, we will have a clearly documented process that is compliant with the regulation.
What are the consequences of not doing this project?
For example: direct significant negative consequences to the University, unable to conduct basic services; failure to resolve customer complaints or requests; loss of opportunity for improved service delivery or efficiency. Please explain.
Potential legal liability.
How many employees will be impacted by this change?
Select the size of the employee population that will be impacted by this request.
Hundreds
How many students will be impacted by this change?
Select the size of the student population that will be impacted by this request.
Dozens

Project Costs

Funding Status
Funding is not necessary

Project Details

Project Champion
Person who voluntarily takes special interest in the adoption, implementation, and success of the project. They will help enforce the project solution with internal resources and promote it across campus.
Divisional VP Support
Does your divisional VP support this request?
Yes
What would a successful solution look like?
What outcome will you have at the conclusion of this project? If this proposal is one of a multi-phase project, please explain your plans, goals, and timelines for subsequent phases.
Compliance with the law which means all systems should display preferred name exists and if not, display primary (legal) name for Employees.
Department Head Support
Did you discuss this request with your department head and receive approval for submission?
Yes
Department Head Name
Select the staff member that approved this project request.
Executive Sponsor Support
Do you have the support of your Executive sponsor who will be funding the project?
Yes
Executive Sponsor Division
The executive sponsor's campus division.
Business & Finance
Project Purpose
What organizational need are you looking to address?
The Preferred Name Project aims to create a more inclusive environment within the university by allowing students, faculty, and staff to use their preferred names in official documents and communications. This initiative is rooted in the commitment to affirm individual identity and promote diversity across the campus community.
If this request is mandated, please provide details about what's driving the mandate.
If you selected Chancellor's Office, legal or collective bargaining requirement, please provide details about the policy, law or executive memorandum that’s driving the mandate.
2 CCR § 11034(h)

(h) Recording of Gender and Name. As provided in sections 11016(b)(1) and 11032(b)(2) of these regulations, inquiries that directly or indirectly identify an individual on the basis of sex, including gender, gender identity, or gender expression, are unlawful unless the employer establishes a permissible defense (section 11010). For recordkeeping purposes in accordance with section 11013(b), an employer may request an applicant to provide this information solely on a voluntary basis.

(1) An applicant's designation on an application form of a gender that is inconsistent with the applicant's assigned sex at birth or presumed gender may be considered fraudulent or a misrepresentation for the purpose of an adverse employment action based on the applicant's designation only if the employer establishes a permissible defense (section 11010).

(2) An employer shall not discriminate against an applicant based on the applicant's failure to designate male or female on an application form.

(3) If an employee requests to be identified with a preferred gender, name, and/or pronoun, including gender-neutral pronouns, an employer or other covered entity who fails to abide by the employee's stated preference may be liable under the Act, except as noted in subsection (4) below.

(4) An employer is permitted to use an employee's gender or legal name as indicated in a government-issued identification document only if it is necessary to meet a legally-mandated obligation, but otherwise must identify the employee in accordance with the employee's gender identity and preferred name.
Success Criteria/Requirements
What constitutes project success (e.g. requirements, key goals, features, functions, capabilities, etc.)?
The success of the Preferred Name Project will be measured with criteria that reflect the initiative's goals of inclusivity, engagement, and operational effectiveness. These criteria will help assess the project's impact on the university community.

1. User Adoption Rates: Successful implementation will be evidenced by a high percentage of students, faculty, and staff actively utilizing their preferred names in university records and communications.

2. Reduction in Name-Related Issues: A decrease in the number of reported issues related to name usages such as misidentification or administrative errors—will reflect improved processes and greater adherence to the preferred name policy.

3. Interdepartmental Collaboration: Success will be measured by the level of collaboration among departments in implementing and supporting the project. Effective communication and partnership across units will enhance the initiative's sustainability.
Project Urgency
Indicate if there is a mandate or requirement driving this request.
Mandated by Federal Law, State Law, or Executive Order
Campus Enduring Commitments & Strategic Goals
For more information about the Campus Enduring Commitments and Strategic Priorities, please go to https://www.csuchico.edu/strategicplan/enduring... and https://www.csuchico.edu/strategicplan/.
Strategic Priority: Equity, Diversity and Inclusion
Deadline Reason
Describe the business requirement or reason for the project deadline.
The campus needs to get compliant with this regulation as soon as possible.

Project Resources & Effort

What resources will this project require?
Identify the department and/or individuals that might need to work on this project and the estimated number of hours required for each individual.
PCMO, HR, EAPP, ISEC, IRSA, and ITSS.
DoIT Departments Involved
Any Division of IT departments that will be involved in this project.
EAPP (Enterprise Applications)
IRSA (Institutional Research and Strategic Analytics)
ISEC (Information Security)
ITSS (Information Technology Support Services)
PCMO (Project and Change Management Office)
Complexity of Implementation
What is the complexity of the project?
Moderate (multiple interfaces/impacts/dependencies)
What is the solution type?
The solution type translates to the level of impact on IT staffing and technology maintenance. Based on consultation with your IT representative, pick the best fit for your proposed solution.
New features in an existing system, moderate breadth/depth

Description

Preferred Name (if one exists) should be displayed in systems where employee name is shown. If a preferred name does not exist, Primary (Legal) name should display. We also should have a way to communicate where (what systems) the preferred name will display. From the employee population, faculty names are much more visible and we want to ensure that the appropriate name is being displayed by those systems.

Systems Affected

  1. Account Center

Sponsor

Stakeholders (7)

CP
Charlene Paulsen
Assistant Registrar
Consulted, Informed
Consulted, informed.
Mon 8/14/23 4:23 PM
CW
Chris Witthans
Information Security Officer
Responsible
Responsible.
Mon 8/14/23 4:24 PM
Doug Wilson
Doug Wilson
Consulted, Informed
HR data expert.
Fri 5/12/23 1:19 PM
GC
Greg Coates
Analyst/Programmer
Informed
Informed.
Mon 8/14/23 4:23 PM
MS
Monique Sendze
Accountable
Executive Sponsorship
Thu 10/24/24 5:06 PM
Scott Kodai
Scott Kodai
Senior Director, Enterprise Applications
Accountable
Leads EAPP work
Tue 10/17/23 10:03 AM
SW
Sheryl Woodward
Responsible, Consulted, Informed
Project Champion. Responsible, consulted and informed.
Mon 4/24/23 9:33 AM