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Operational Excellence in Effort Reporting

Implement a compliant and streamlined electronic effort reporting process by June 2012 to reduce administrative burden. Discuss project plan, roles, and responsibilities during the implementation kick-off meeting. Monthly project newsletters and campus effort reporting roles will be communicated to stakeholders.

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Operational Excellence in Effort Reporting

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  1. Operational Excellence in Effort Reporting Vision Statement: Implement a compliant, streamlined, electronic effort reporting process by June 2012 that reduces administrative burden. Conference Call: August 3, 2011

  2. Agenda 2

  3. Implementation Project Team 3

  4. Initial Planning Meeting • Held July 28 – 29, 2011 in Albany, NY • Huron Education Consulting Group • RF Central Office Functional and Technical Teams • RF Project Co-owners and Project Manager • Implementation kick-off meeting needed to: • Discuss the project plan and determine roles and responsibilities • Discuss project governance • Identify options and business rules that need to be discussed • Talk to the technical team about needed hardware, environments, minimum requirements for implementation • Discuss RF-SUNY Stakeholder Groups 4

  5. High Level Project Plan • Master plan for the RF as a whole • Communication plan/involvement of stakeholders • Training plan and strategies • Key upcoming milestones • September 2011: On site Implementation Meeting in Albany • November 2011: System environment set up completed • January 2012: Configure, review and clean up data • Campus specific plans • General plan that can be followed and modified to fit your campus will be provided 5

  6. Monthly Project Newsletter • DRAFT July 2011 Newsletter posted with meeting materials • One of our communications tools • Will be posted on Operational Excellence in Effort Reporting web page (that we are redesigning) • Share with your campuses and colleagues • Campus core team – provide comments/feedback on the July 2011 Newsletter so that it can be finalized 6

  7. PI E-mail Addresses • ecrt is highly dependent on e-mail addresses • PI e-mail addresses needed for effort certification • Central office staff are working on gathering PI e-mail addresses • Running queries to identify current funded PIs • Collecting needed e-mail addresses • Establishing process to collect e-mail addresses for future PIs • Work will be done at Central Office to minimize impact on campus staff • Central office will work with campuses to identify others who might have a role in the certification process 7

  8. Campus Effort Reporting Roles • A primary effort coordinator and backup coordinator needed for every campus • List will need to be updated as job duties change • Discussion of departmental administrators/campus research administrators • Typical effort coordinator concepts • Effort reporting roles 8

  9. On Site Implementation Kick-Off Meeting • When: • Wednesday, September 14, 2011 • 9 a.m. – 3 p.m. • Where: • Albany, NY • SUNY System Administration building • Purpose: • Kick-off implementation with campus project team • Discuss campus project plans, expectations • Demonstration of ecrt functionality 9

  10. Summary • Minutes from this meeting will be posted on the Operational Excellence in Effort Reporting Web page • Direct questions to: Anne Connolly Project Manager anne.connolly@rfsuny.org (518) 434-7240 10 (#)

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