Business Affairs
Assessment Plan
2011-2012
Unit Goal
Goal #1
Address customer needs by
providing efficient, responsive and
cost-effective business services to
our students, faculty, and staff.
Link to ESF Goals
ESF goal nos. 1, 2, 7
Method(s) of Assessment
Results of Assessment
Measurements:
- Customer satisfaction survey
- Maintain BO spending within
budget
To be measured throughout
the 2011-12 fiscal year
(a) Facilitate access to Business
Office services through periodic
training sessions, newsletters,
open forums, and partnering
opportunities with other
departments.
ESF goal nos. 1, 2, 7
- Training sessions with campus
and individual departments
- Bi-annual newsletter
- Invitations to department
meetings to “partner” with
them on various initiatives
(b) Increase training and crosstraining within the Business
Office to provide outstanding
and consistent levels of
customer service during all
hours of operation.
ESF goal nos. 1, 2, 7
- Performance plans with every
staff member and monitoring
progress
- Measure changes in staff skill
sets
Goals # 2
Seek innovative solutions that
reduce the “red tape” burden of our
constituents and use technology,
where possible, to streamline
processes (e.g. e-refunds,
automated timesheets, erequisitioning, business intelligence).
ESF goal nos. 1, 2, 7
Measurements:
- Customer waiting time
- Time to process student
refunds
- Time from requisition to
receipt of goods
- New tools developed
(automated timesheets, etc.)
To be measured throughout
the 2011-12 fiscal year
Implementation Plan
- Review/refresh BO
website to ensure all
forms are available and
that information is easy
to access and is
understandable.
- Identify opportunities to
train constituents in
various procedures or
processes (i.e., P-cards)
- Develop newsletter,
identify content, and
distribute bi-annually.
- Seek opportunities to
“partner” with depts.
where combining our
financial/business
expertise can serve
them best.
- Foster a “can do”
attitude in the BO and
reinforce this in staff
meetings.
- Add training elements to
performance plans to
address areas needing
improvement.
- Continue to identify
areas where processes
can be streamlined.
- Develop and prioritize
project lists for IT when
their support is needed.
- Develop Excel-based
and other tools to help
departments.
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Business Affairs
Assessment Plan
2011-2012
Unit Goal
Goal #3
Continue to enhance/refine longrange, flexible budgetary planning
tools to shelter the College from the
vicissitudes of a short-range fiscal
policy.
Link to ESF Goals
Method(s) of Assessment
Results of Assessment
ESF goal no. 4
Measurements:
- Executive Cabinet feedback
as to effectiveness of model
To be measured throughout
the 2011-12 fiscal year
Goal # 4
Develop reporting tools that deliver
timely and accurate financial
information to:
Implementation Plan
- Continue building
templates to allow for
expeditious financial
modeling of scenarios.
- Move to “All Funds”
reporting.
To be measured throughout
the 2011-12 fiscal year
(a) Executive Cabinet to help
monitor/manage performance
versus the current year Financial
Plan,
ESF goal no. 4
(b) Departments to support their
decision-making processes
ESF goal no. 4
Measurements:
- Timely and accurate forecasts
- Query Executive Cabinet as to
effectiveness of model(s)
- Financial plan performance
reports to departments by 5th
business day of each month
- Revenue closed from general
ledger to appropriate State
accounts (IFR’s) twice monthly
by the Bursar
- Develop reports for
Executive Cabinet to
use in monitoring
performance and
decision-making.
- Develop/refine reports
for departments to use
to help them manage
spending vs budgets.
- Develop schedule for
closing revenue to IFR
accounts so that
departments have
timely access to data.
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