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College of education, process improvement research budget team, 30 Day Report July 30, 2014. Mapped process and developed checklists and training process. Met with PI's and other directors, looking at policies / procedures - travel, food, honorariums / stipends, cost sharing, hiring. Training and education will be the key leverage point in making these policies and procedures effective.
College of education, process improvement research budget team, 30 Day Report July 30, 2014. Mapped process and developed checklists and training process. Met with PI's and other directors, looking at policies / procedures - travel, food, honorariums / stipends, cost sharing, hiring. Training and education will be the key leverage point in making these policies and procedures effective.
College of education, process improvement research budget team, 30 Day Report July 30, 2014. Mapped process and developed checklists and training process. Met with PI's and other directors, looking at policies / procedures - travel, food, honorariums / stipends, cost sharing, hiring. Training and education will be the key leverage point in making these policies and procedures effective.
College of Education, Process Improvement Research Budget Team,
30 Day Report July 30, 2014
SOP - Louise Clause presented
Goal - map process and develop checklists and training process SOP - Clarify/establish work flow and roles to support grants/contracts with 90 days First 30 days to gather information What did we do Analyzed and mapped the various process in order to see where they can be streamlined for increased efficiencies Began with payroll link to salary Finance Managers will share best practice We can't talk about checklists until we analyze the various processes before we can distill - will also need different checklists one for PI one for staff supporting PI's Found overlap with IFA Addition of financial and ops managers GCA and Finance managers who aren't part of the tea What did we find out about the project
It's more complicated than anticipated - will take more time and resources
The Plan - Andy Shouse presented
What did we want to do Ensure college has structure that allows new procedures and flow of information to work effectively What did we do Figured out what a finance manager's role, responsibilities and who reporting structure . Met with PI's and other directors, still looking at what other colleges do as best practice, Looking at policies/procedures - travel, food, honorariums/stipends, cost sharing, hiring Started looking at data Unable to accomplish and why Time, travel and other commitments increase the challenges of the fast turnaround required of this project What did we find out about the project We believe it will be helpful to have information and policies to be more transparent from the college perspective - people need to be trained on them; PI's trickle down... Training and education will be the key leverage point in making these policies and procedures effective. Organizational will and continued support to implement new training and accountability. Frequent communication
IFA: Naomi Wilson presented
What Did we Do Took the process and pain points and began identifying the intersection and the activities that are taking place at that intersection - we've started the process of what fits where. IFA big buckets -
Invited faculty budget resource team to participate
What did we find out Using the same language across the work groups - will be critical Discreet things to accomplish in the next 30 days Systematically share information and maximize time. Started thinking about it from both the PI and Fiscal/Admin Staff We realized we were being over complimentary in the work we were doing, not communicating effectively with other work groups