Business and finance strategic planning
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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

Business and FinanceStrategic Planning


Agenda

Agenda

  • Introduction

  • Overview: B&F Strategic Plan

  • Discussion: B&F as one

  • B&F Values with Behaviors

  • Discussion: Values, behaviors, alignment

  • Closing


Introduction

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


President coleman april 2004

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


B f vision 3 parts

B&F Vision – 3 parts

High Performance Organization

  • Deep expertise

    • Technical

    • Business

      2. Understand University’s businesses

    • Teaching

    • Research

    • Service

    • Patient Care


B f vision 3 parts1

B&F Vision – 3 parts

3. Fiduciaries of the University assets

Physical

Information

Human

Financial

Technology


B f mission

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.


Business and finance strategic planning

“WE MAKE BLUE GO”

Many other good slogans brainstormed by the focus groups.


B f goals

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


B f strategies

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


B f fy05 12 key initiatives

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


B f fy05 12 key initiatives1

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


B f fy05 12 key initiatives2

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


Discussion

Discussion

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


B f values

B&F Values

  • Respect and Diversity

    • Equality

    • Dignity

    • Wealth of viewpoints

    • All contributions valued


B f values1

B&F Values

  • Ethics and Integrity

    • Trust

    • Honesty

    • Professional standards


B f values2

B&F Values

  • Innovation

    • Informed risk-taking

    • Creative problem solving

    • Learning from experience

"Out of the box"


B f values3

B&F Values

  • Collaboration

    • Teamwork Synergy

    • Share

      • Roles

      • Information

      • Resources


B f values4

B&F Values

  • Professional Growth and Development

    Invest in staff !

    • Shared experience, knowledge

    • Cross training

    • Education and training

    • Peer networking


B f values5

B&F Values

  • Quality and Customer Service

    • High performance organization

    • Personal responsibility

    • Pride

    • Customer needs

    • Timely response

    • Continuous improvement


B f values6

B&F Values

  • Health, Safety and Environment

    • Holistic view

    • Genuine concerns

      • Healthy individual behaviors

      • Safe working environment

      • Sustainable campus environment


B f values7

B&F Values

  • Community

    • Individual satisfaction gained from greater good

    • Sense of belonging

    • Genuine support for each other

    • Enjoy time working together


Discussion1

Discussion

  • How do we already contribute to these values?

  • What are examples of these values in practice, in our unit?


Alignment

Alignment

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


Next steps

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


Closing

Closing

  • Summary

  • Wrap Up

  • Thanks


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