RESULTS-ORIENTED MANAGEMENT Technology Days Presentation June 2, 2014

1. RESULTS-ORIENTED MANAGEMENT Technology Days Presentation June 2, 2014 Presented By: Kevin Stevenson, Nicole Dopson, Candice Lai, and Kyle Roth

2. Key Principles • Data transparency, clarity, and comparability • Full understanding and utilization of resources • Collaboration across university to reduce the duplication of resources • Planning driven by knowledge of demand and utilization • Execution of plan based on information gathered

3. Strategic Objective • Reform revenue allocation processes, analyze expenditure efficiencies, and standardize budget development mechanics to align responsibilities and authority • Identify standardized, verifiable, relevant data from financial, student, and faculty systems • Develop standardized quarterly reports (for deans, directors, and executive leadership) on efficiencies and effectiveness of revenue generation and expenditures

4. English Translation • New definition for “Financial Management” • Need to develop tools and analyses that enable units to function in a new fiscal environment • Must incorporate financial implications into decision making at all levels • - Course Offerings, Enrollment, and Class Size • - Faculty Mix and Workload • - Balance cost with quality and effectiveness

5. Creating a Transformative Data Model Enrollment Data HR Data Student Data Consolidated Data Warehouse Finance Data Performance Analysis Forecasting Tools Financial Analysis Management Reports

6. ROM Academic Forecasting Tool • The tool is designed to help units within Academic Affairs look at Student, HR, and Finance data collectively in order to develop forecasts that meet the metrics established for that unit. • The tool will help assist decision making in for 4 key areas: • Faculty Workload • Course Load • Enrollments and Schedule Offerings • Tuition Generation and Expenditures (Instructional and Administrative Costs) • Forecasting Pages Include: • Faculty Setup Page • Faculty Summary Page • Instructional Planning Page • Departmental Summary Page

7. ROM Reports • Purpose: • Help units validate information entered into the tool • Show information entered in the tool summarized by department (when running report by school/college) • Show detailed information entered into the tool for the department • Export report into excel to use as working documents and/or analysis • Forecasting Tool and Other Analytical Reports: • Projected Faculty Workload Summary • Projected Instructional Planning • Projected Gross Contribution • HED Student Credit Hour and Award Generation • Faculty to Staff to Major Ratios • F&A Generation Report • Academic Gross Contribution Statement • Operating Statement • Course Utilization Report

8. Next Steps (ROM Phase II) • ROM Financial Planning Datamart: • Add additional data needed for the application and reports • Add additional columns to the datamartfor the application • ROM Academic Forecasting Tool: • Expand current functionalities and improve user-interface • Make changes to the Instructional Planning Page to separate dissertation and independent study courses • Add instructional method data to the Instructional Planning Page • Add FTE to the Faculty Setup Page • Align data from the Faculty Summary Page for faculty pooled positions to the Instructional Planning Page’s faculty selection drop down • ROM Reports: • Make minor adjustments to the ROM Forecasting Tool reports • Move reports from the ODS to the datamart • Finishuncompleted Phase I reports