Lived Name Initiative Phase I - Discovery, Definition, Planning
Enrollment and Student Services
In support of Western Washington University's long-standing commitment to diversity, the Phase I project objective is to determine how any student, employee, or alum can use a lived name at Western regardless of whether they have obtained a legal name change. There is much work to be done starting with Planning, Discovery, and Definition.
If you have any questions about this project please feel free to contact Shelli Soto at x2348 or Project Manager, Heidi Ling at x4220.
Project Objective and Scope
In an effort to expand the current ability for students and staff to indicate a preferred first name, Western will use student, employee, and alum Lived Names for all purposes unless the legal name is required (e.g. documents and processes where the Legal name is required in conjunction with a social security number, such as payroll records and tax forms).
- Collect, capture and update Lived and Legal names.
- All systems display Lived Name (or specific documentation when the system lacks functionality).
- Legal name is displayed only when there is a legitimate business need.
- Username creation and updates using Lived Name.
This project will involve several resources, the scope will be broken down into several phases. Stakeholder and project sponsor sign-off is required before moving to the next phase. Read the Lived Name Scope Phased Approach document.
- Phase 1: Discovery, Definition, Planning - Completion is 09/02/2022
- Phase 2: Documentation, Design, Prototype
- Phase 3: Lived Name Implementation
- Phase 4: Username Implementation
Phase I Project Timeline
Phase I of the Lived Name Initiative is on track to provide Phase II recommendations to Executive Leadership by September 2nd, 2022.
- Department Questionnaire (interviews)
- Research other schools and best practices - complete
- Banner Review - in process
- Evaluate results of Name Usage Questionnaire and identify areas to further study
- Compile list of impacted systems, reports, programs within and outside of Banner
- Analyze interviews from other universities
- Study implementation approach
- Interview Portland State and UC Davis
- Sufficient info from department questionnaire to move forward with analysis
- Transitions to new project manager
- Draft recommendation paper