OATdb Archive

2008 - 2009

Finance And Operations, Vice President

Goal
Compare State Appropriations To Higher Ed. Funding Ranking
Review and examine State Appropriations to Higher Education for FY's 2008 and 2009 to determine why SHSU is 34th of 35 for appropriation per FTE student.

Objective
Compare State Appropriation To Higher Ed Funding Ranking
Review state appropraitions for higher education for FY '2s 2008 and 2009. Review formula, non-formula and special item funding for State of Texas Universities (35).

Indicator
Compate State Appropriation To Higher Ed Funding Ranking
Examine funding per "fte" student for 35 State of Texas Universities.

Criterion
Compare State Appropriation to Higher Ed Funding Ranking
Examine funding for instruction/operations and infrastructure formulas and funding for non-formula and special item funding.

Finding
Comparison
Comparison shows SHSU at 34 of 35 in per "fte" funding.

Action
Analysis To Be Performed
Analysis to be performed in comparison to Texas peer and competitor schools to evaluate type and level of programs offered. This assessment can help target enrollment strategies and program development to enhance funding.

Goal
Campus Master Plan
Assist in selection of Campus Master Planner for SHSU for development of a 2010-2020 Campus Master Plan.

Objective
Campus Master Plan
Use a "Request for Proposal" to find a firm to prepare a "Master Plan" for SHSU for the period 2010-2020.

Indicator
Campus Master Plan
It is timely to prepare a new 10 year Master Plan for SHSU Campus.

Criterion
Campus Master Plan
Develop a request for proposal for architects and engineers to propose their selection as the Master Planner for the period 2010-2020.

Finding
CMP Completed
RFP completed, firm hired and Campus Master Plan was completed.

Action
To Facilitate Implementation Of Campus Master Plan
a) On-going analysis and comparison with space use and Campus improvement plan.

b) Capital budget must be developed to provide source of funds analysis.

Goal
Provide Leadership To ERP System Project
Provide Leadership to the ERP System Project

Objective
Analyze Information
Analyze information from process meetings that have policy or procedure implications to improve these in preparation for Banner.

Indicator
Recommendations
Take recommendations to applicable groups on campus for changes to policy and/or procedures.

Criterion
Update To University Policies, Procedures Or Processes
Identify a minimum of two items to update the University policies, procedures or processes

Finding
Items For Review By President's Cabinet
The following items were brought to the President's Cabinet for review, feedback and approval:
- Change required exempt staff time reporting to
an exception basis versus each pay period
- Define the movement toward procurement cards
over time to decrease the volume of purchase
orders under $5,000 by approximately 15,000
- Modify the process for PAF (personell action
forms) and test the process with paper before
implementing e-PAF with Banner

Indicator
Decrease Paperwork
Decrease paperwork by updating procedures

Indicator
Determine Automation Techniques
Determine automation techniques and updates to processes to expedite service to customers.

Action
Result Of Findings
The President's Cabinet approved the recommendations listed in the finding. All these require additional work on policies, procedures and processes before any implementation. The leave forms should be implemented first in August to September. The p-cards will probably take 6-12 months to implement. The updates to the PAF process will take place in the fall with the e-PAF January 2011. The criterion for this objective will be updated for FY10 as I expect there to be quite a few more items that need to be introduced to the appropriate group as we modify items for the Banner implementation.

Objective
Develop Employee Skills
Develop employee skills to better use the abilities of ERP and other applications.

Indicator
Recommendations For Improvement
Increased ability for Finance and Operations employees to make recommendations for improvement on an on-going basis.

Criterion
Training And Development Needs For Staff
Identify training and development needs for staff related to Banner.

Finding
Interactive Sessions For Evaluation
I have determined we need more interactive sessions to evaluate some of our current policies, procedures and processes before migration to Banner.

Action
Response To Finding
I brought in a person from another university to present new ideas on procurement and travel to a broad group of employees at SHSU. This opened a lively discussion and review of our current practices. Based upon the discussion and feedback, the employees will be providing recommendations to update our current practices. Also, I believe this has started a culture in finance and operations that stimulates, recognizes and reward ongoing recommendations for improvement. This culture will continue to be enhanced over time and with ongoing efforts on my part.


Update to previous cycle's plan for continuous improvement

Plan for continuous improvement Vice President Office
The VP office goals and objectives state some fairly exact items. However, in reflection some of the items for this year and ongoing to FY10 have a much larger divisional or University impact. For example, the FY09 actions provide an assessment to: work more broadly on enrollment strategies and program development that will enhance University funding; assess space use and begin developing a capital budget; and for ongoing process improvement tied to Banner. The goals and objectives for FY 10 for the VP office will reflect the broader functionality, I assessed from the outcomes for FY09.

Finance and Operations Division
Based upon a review of all assessment databases for the division of finance and operations, I scheduled a couple of meetings to discuss goals to actions steps. During that time we also discussed the findings and recommendations in the SACS Visiting Team report. The administrative units discussed how to reflectively use the quantitative and performance data for improvement and ongoing evaluation. To enhance this process, the group reviewed current year goals and objectives as well as University strategic goals. Based upon this meeting, it was our assessment that we need continuing planning sessions to better align the division to meet, not only our goals, but link those goals more strategically to the University community. This original planning session provided a draft of broad divisional goals within the President's goals for FY10.

Draft of goals for FY10

I. Cultivate Success in each department
a. Continually improve the support services to internal constituents.
b. Increase recognition in state and national levels for divisional accomplishments.
c. Promote responsive, welcoming, and customer oriented service.

II. Recruit/Retain Quality Administrators
a. Encourage units to actively participate in local, state and national organizations.
b. Enhance staff development and university community through training.

III. Pursue Financial Support
a. Enhance link between planning and budgeting as well as the determining resources needs and uses both short and long term.
b. Develop strategies to improve revenues and net revenues for units with that functionality.

The next steps for assessing the divisional goals and outcomes are to: (1) review the final actions and summaries at a divisional leadership meeting; (2) enhance FY10 goals and objectives based upon the review of FY09 actions and summaries; and (3) define any resource needs not currently in the budget required to meet the FY10 goals and objectives. The division feels very strongly that we need to improve our links between planning goals and objectives and the allocation of resources as well as strengthening the ties to the University goals. During the FY10, the division will schedule several planning sessions so we can assess where we are, but also start determining multi-year strategies for our goals and objectives.