B&F Strategic
Framework
FY11 Highlights
FY12 Plans
September 22, 2011
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8-8:30 Networking, Displays
Welcome, Kudos, Introductions
B&F Strategic Framework
Goals 1, 2, 3 and 4
Key Initiatives
Other B&F Highlights
Q and A with Senior Staff
Closing
2
Break 10:00-10:20
Mission
The mission of the University of Michigan is to
serve the people of Michigan and the world
through preeminence in creating, communicating,
preserving and applying knowledge, art, and
academic values and in developing leaders and
citizens who will challenge the present and enrich
the future.
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Mission
The mission of the University of Michigan is to
serve the people of Michigan and the world
through preeminence in creating, communicating,
preserving and applying knowledge, art, and
academic values and in developing leaders and
citizens who will challenge the present and enrich
the future.
Education, Research, Service, Patient Care
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Community of learners
Promote creativity
Prepare students for leadership roles
Celebrate and promote diversity
Provide international experiences
Advance health care
Stimulate economic growth
Be an exemplary employer
Steward resources
Change and adapt to meet the needs of society
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Mission
Vision
Values
Goals
Key Initiatives
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We partner with the University community
to provide the technical, financial, physical,
information and human resource
infrastructure essential to being one of the
greatest public universities in the world.
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We partner with the University community
to provide the technical, financial, physical,
information and human resource
infrastructure essential to being one of the
greatest public universities in the world.
“WE MAKE BLUE GO”
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We will become a high-performance
organization through:
Our deep expertise
Our understanding of the University
Being fiduciaries of University assets
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Respect and Diversity
Ethics and Integrity
Innovation
Collaboration
Professional Growth and Development
Quality and Customer Service
Health, Safety and Environment
Community
1. Provider of Choice
2. Employer of Choice
3. Best in Class Leadership
4. Engagement (new in FY12)
“Listen, Learn, Lead”
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Become the
University’s
PROVIDER of
CHOICE for the UM
services we offer
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FY11 Highlights
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Source: B&F Customer Satisfaction Reporting Tool
http://av-it-csrsurvey/CSA-2011/Main.aspx
FY12
Customer satisfaction targets for FY12
1.1 Unit targets set and action plans in place by
November 30, 2011
1.2 Progress on action plans reported by June
30, 2012
Maintain or increase
B&F Overall Customer Satisfaction
in March 2013
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Become the
EMPLOYER of
CHOICE for high
performing staff
members and
teams
FY11 Highlights
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FY11 Highlights
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FY12
Targets for FY12
Progress on action plans implemented in
response to the 2010 Employee Survey
reported by January 30
Increase from 72 to 73 in B&F overall employee
satisfaction in the March 2012 Employee
Satisfaction Survey
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2008
March, 2008
Employee
Survey
2009
2010
2011
2013
March,
2009
March,
2011
March,
2013
Customer
Survey
Customer
Survey
Customer
Survey
March, 2010
Employee
Survey
Surveys are on a two-year, alternating cycle
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2012
March, 2012
Employee
Survey
Demonstrate BEST IN
CLASS LEADERSHIP
in managing University
resources with respect
to quality, cost, service
and long term impact
for the University
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3.1 Early adoption
Managed Print/Copy
Office Supplies
Sustainable Office
MHealthy
3.2 Cost reductions
3.3 Diversity
FY11 Highlights
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Top Performers!
University Human Resources – 77%
Investment Office – 76%
Finance – 72%
50% Club
Information and Technology Svcs – 64%
Office of EVPCFO - 50%
Facilities and Operations – 50%
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FY12
3.1. B&F Early adoption
Implement managed print across B&F units
(when applicable)
Standardize PC/laptop purchasing across B&F
3.2. Budget
4-6%total savings from FY11-FY13
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B&F Town
https://www.bf.umich.edu/townhall2011/
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(NEW) - Engagement
ENGAGE all levels of
B&F in listening to one
another, learning and
growing and
demonstrating
leadership
LISTEN, LEARN, LEAD
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FY12
Engagement
4.1 Two-way dialogues on challenges and
opportunities
2011 B&F Town Hall-1 Report
2012 B&F Town Hall-2
4.2 Supervisor development
“It Starts With You”
Supervisor Onboarding
Supervisor Accountability
B&F Hiring and Selection Training
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FY12
Engagement
Transferring B&F Supervisory Best Practices
Kick Off/Training Sessions for B&F
during September-October, 2011
Program runs November 2011 – March 2012
Take the “Quick Hits” Cards with you today
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Highlights FY11
Plans for FY12
Erik Lundberg
Laurita Thomas
Rowan Miranda
Laura Patterson
Hank Baier
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FY11 Highlights
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Long Term Portfolio
University Bank
maximize performance
with acceptable levels of risk
maximize performance
with acceptable levels of risk
Exceed the return of the
performance benchmark
by at least 0.4% on a rolling
three-year basis.
Exceed the return of the
performance benchmark
by at least 0.2% on a rolling
three-year basis.
Achieve top quartile
performance versus other
Colleges and Universities over
time.
Exceed the return of 90-Day T-bills
by at least 2.0% over rolling threeyear periods.
Exceeded all goals by a wide margin last year.
Top quintile performance over
5 and 10 year periods.
Three year numbers still impacted by
financial crisis in FY 09.
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Long Term Portfolio
maximize performance
with acceptable levels of risk
Exceed the return of the
performance benchmark by at
least 0.2% on a rolling
three-year basis.
Achieve top quartile
performance versus other
Colleges and Universities over
time.
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University Bank
maximize performance
with acceptable levels of risk
Exceed the return of the
performance benchmark for
STP by at least 0.1% on a
rolling
three-year basis.
Exceed the return of 90-Day Tbills by at least 2.0% over
rolling three-year periods.
Veritas and Deferred Gift Vehicles
maximize performance
of financial reserves
Target: Exceed the return of
the respective performance benchmark
over rolling three-year periods.
Programs experienced strong returns last year.
Three year numbers still reflect impact of
financial crisis in FY ‘09.
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rsit
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Laurita Thomas
FY11 Highlights
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FY12 Key Initiative #1 - Wellness
Implement Wellness Strategies to support the
well-being of the U-M Community
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FY11 Highlights
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Key Initiative 2 – Cost Cutting
Assess, coordinate, and implement major cost-cutting
initiatives to support the U-M savings goal of $120M
from general fund FY13 to FY17
2.1 – Comprehensive administrative
services transformation strategy
2.2 – Completion of business cases
2.3 – Prioritization of projects
for FY12 to FY14
R
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All Achieved
Key Initiative 3 – Smarter Buying
Implement procurement strategic sourcing initiative
promoting “smarter buying” in schools and colleges
3.1 – Spend tracking mechanism
3.2 – Unit spend analysis
3.3 – IT strategic sourcing assessment
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All Achieved
Key Initiative 5 – Enterprise Systems
Design and implement enterprise-wide systems to
increase efficiency and decision support
5.5 – Concur Travel Expense Management
System rollout completed to campus
and UMHS
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Achieved
FY12 Key Initiative #2 – Cost Cutting
Assess, coordinate, and implement major CostCutting Initiatives to support the U-M savings goal
of $120M from General Fund by FY17
Implement Administrative Services Transformation
(AST) to achieve goals in Phase III (2013-2017
2.1 Complete Shared Service design phase
(by June 30, 2012)
2.2 Implement Wave 1 of Strategic Sourcing
(by June 30, 2012):
•Validate annual cost savings projections of $7.5 million
•Sign contracts for majority of commodities in Wave 1
•Develop scorecard on cost savings and percent of spend
through strategic contracts
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Table Displays
still available
RETURN BY 10:20
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FY11 Highlights
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FY12
End User Services (end user computing,
storage, cloud, network, and security)
ITS Capabilities
Funding & Chargeback
Collaboration
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FY12
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FY12
4.1 DART
4.2 CTools Rationalization and Infrastructure
4.3 E-Recruit applied to GSA classification
(Laurita Thomas)
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FY12
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9.3.1 Contractor Safety
Program
• Communication plan
implementation of
“U-M Safety First”
contractor recognition
program
• 2 safety awards from
the State of Michigan
to date
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R
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Achieved
Achieved
FY12
6.1 Alternative Energy
Complete contract negotiations with DTE
for one set of solar panels on campus
6.2 Planet Blue Operations Teams
Hold 15 Planet Blue Open Houses
5% energy reduction in Planet Blue
Buildings
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FY12
6.3 Green Purchasing - Jan 2010
(Rowan Miranda)
Incorporate sustainable
food purchasing
guideline in RFP
templates
Issue report on
opportunities for
sustainable food
purchases
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FY12
6.4 Green Transportation
4 hybrid transit buses – Mar 2012
30 hybrid sedans – June 2012
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FY12
6.5 Green IT (Laura Patterson)
Increase power save setting adoption to
80% for units that opt into the ITS
computer power and patch
management service
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FY12
6.6 Sustainable building construction
standards and policies
Review new LEED healthcare guidelines
and prepare report for ESEC – Mar 2012
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FY12
6.7 Long-term goals for campus operations
sustainability
Prepare implementation strategy
document for IA campus operations
goals approved by ESEC
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FY12
7.1 Residential Life Initiative 2–East Quad
Design development November 2011
Construction documents May 2012
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FY12
7.2 Mott & Von Voigtlander Hospitals
Operations and maintenance Nov 2011
Certificate of occupancy Dec 2011
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FY12
7.3 Contractor Safety Plans
Issue report documenting method for
review of contractor processes
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FY12
8.1 Facilities Maintenance Restructuring
New Cross-Functional
Health Sciences Region
Group
(March 2012)
Staff working from
region office
85% available
craft hours scheduled
Schedule compliance
75%
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FY12
8.2 Building Services Task Team Cleaning
System Implementation (OS1)
Task team cleaning implementation in 54
buildings
QA standard score of 2.70 continues to improve to
2.30
Audit 5 sample buildings for process compliance of
80% and use results for further evaluation and
action if target not met
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FY12
9.1 Emergency Preparedness
Brief 100 building emergency managers on
“Building Incident Response Team” and
BRIEFS systems and roles/responsibilities
Complete 6 tabletop exercises
Evaluate EOC for operability and identify
improvement needs
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FY12
9.2 Emergency Response Plans
Review and update emergency response
plans for OSEH, Plant Operations and DPS
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FY12
9.3 IT Disaster Recovery Enterprise Continuity
(Laura Patterson)
Meet targeted milestones per approved
implementation schedule
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B&F Diversity
B&F Leadership Academy
B&F Forum
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FY12
BFDC FY12 Theme: Many Voices: A Shared Dream
2012 B&F MLK Convocation - January 16, 2012
Featuring a performance by Sarah Jones
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http://www.ted.com/index.php/talks/sarah_
jones_as_a_one_woman_global_village.html
FY12
Announcing:
B&F DIVERSITY PASSPORT PROGRAM FOR
SUPERVISORS – Fall distribution
B&F Diversity Passport
for Supervisors
A tool designed to help managers and
supervisors incorporate diversity activities
into B&F Departments/Units.
The B&F Diversity Passport Program for
Supervisors invites you to explore the topic
of diversity with your staff, in a variety of
informative, creative and fun ways.
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2011 Leadership Academy
Visit the Leadership Academy table to see the upcoming
Action Learning Projects of the Class of 2011.
UPDATE
Class of 2010
Class of 2011
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September 22, 2010
Strategic Framework Expanded Forum
October 21, 2010
Cancelled
November 10, 2011
December 8, 2011
TBD
Holiday Celebration Expanded Forum
January 12, 2012
Cancelled - Encourage attendance at MLK
February 9, 2012
TBD
March 8, 2012
TBD
April 12, 2012
Provost Hanlon Expanded Forum (tent)
May 10, 2012
Deans Forum Expanded Forum
Exploring the Needs of Schools and Colleges
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Tim Slottow
Erik Lundberg
Laurita Thomas
Rowan Miranda
Laura Patterson
Hank Baier
Catherine Lilly
Thanks to you and your
staff for what
you do every day!
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