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Business and Finance Strategic Planning

Business and Finance Strategic Planning. Agenda. Introduction Overview: B&F Strategic Plan Discussion: B&F as one B&F Values with Behaviors Discussion: Values, behaviors, alignment Closing. Introduction. Logo Graphic shows the challenge Alignment with President’s vision

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Business and Finance Strategic Planning

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  1. Business and FinanceStrategic Planning

  2. Agenda • Introduction • Overview: B&F Strategic Plan • Discussion: B&F as one • B&F Values with Behaviors • Discussion: Values, behaviors, alignment • Closing

  3. Introduction • Logo Graphic shows the challenge • Alignment with President’s vision • B&F leadership team process • Contributions from many levels • Revised mission, vision & values • Roll-out to B&F organization in process

  4. President Coleman – April, 2004 • Vision • Define great public University of the world • New level of excellence • Expand collaborative innovation • Strategies • Sustain academic excellence • Foster active engagement • Build collaborative learning communities • Create greater access to UM academic quality

  5. B&F Vision – 3 parts High Performance Organization • Deep expertise • Technical • Business 2. Understand University’s businesses • Teaching • Research • Service • Patient Care

  6. B&F Vision – 3 parts 3. Fiduciaries of the University assets Physical Information Human Financial Technology

  7. B&F Mission • We partner with the University community to provide the technical, financial, physical, information and human resource infrastructureessential to being one of the greatest public universities in the world.

  8. “WE MAKE BLUE GO” Many other good slogans brainstormed by the focus groups.

  9. B&F Goals • Become the University’s Provider of Choice for the UM services we offer B&F Customer Satisfaction Survey period January – March 2005 • Become the Employer of Choice for high performing staff members and teams B&F Employee Survey Period January 24 – February 4, 2005 • TBD

  10. B&F Strategies • Work in collaborative manner to meet customer needs • Leverage technology investment for strategic gains and operational efficiency • Attract, develop, retain and invest in highly-productive and diverse staff • Develop and expand programs that promote good stewardship of our resources and protect the citizens of our community

  11. B&F FY05: 12 Key Initiatives • Classification System – Laurita Thomas • President’s Health Initiative – Laurita Thomas • Internal controls and financial management – Peggy Norgren • Framework for BF strategic integrated consulting – Laura Patterson

  12. B&F FY05: 12 Key Initiatives • Strategy for delivering business intelligence– Laura Patterson • Security of information technology resources– Laura Patterson • Priorities for Central Campus Planning– Hank Baier • E-Business opportunities– Laura Patterson

  13. B&F FY05: 12 Key Initiatives • Residential Life Initiative – Hank Baier • Revised investment strategies – Erik Lundberg • Voice of the Staff Initiative – Laurita Thomas • Lab renovation project and initiatives – Hank Baier

  14. Discussion • Why do you think it is important for B&F to align as one organization?

  15. B&F Values • Respect and Diversity • Equality • Dignity • Wealth of viewpoints • All contributions valued

  16. B&F Values • Ethics and Integrity • Trust • Honesty • Professional standards

  17. B&F Values • Innovation • Informed risk-taking • Creative problem solving • Learning from experience "Out of the box"

  18. B&F Values • Collaboration • Teamwork Synergy • Share • Roles • Information • Resources

  19. B&F Values • Professional Growth and Development Invest in staff ! • Shared experience, knowledge • Cross training • Education and training • Peer networking

  20. B&F Values • Quality and Customer Service • High performance organization • Personal responsibility • Pride • Customer needs • Timely response • Continuous improvement

  21. B&F Values • Health, Safety and Environment • Holistic view • Genuine concerns • Healthy individual behaviors • Safe working environment • Sustainable campus environment

  22. B&F Values • Community • Individual satisfaction gained from greater good • Sense of belonging • Genuine support for each other • Enjoy time working together

  23. Discussion • How do we already contribute to these values? • What are examples of these values in practice, in our unit?

  24. Alignment • How are the goals for our unit in alignment with the President’s vision and the Business and Finance strategic plan?

  25. Next Steps • Rolling out plan to B&F Organization • Conducting B&F customer survey (January – March, 2005) and Employee Survey (January 24 – February 4, 2005) to get baseline data and metrics • Developing additional goals and metrics • Working on tools and methods to ensure alignment horizontally and vertically

  26. Closing • Summary • Wrap Up • Thanks

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