grow
not just
classes…
learn
dreams
start here…
…all things
are possible
expand
the way forward…
Review Calendar The Way Forward
Date
Group
Agenda
 1 1/10/2013
BOT
Preview of some elements
 2 1/25/2013
Planning Committee
Preview of some elements
PRELIMINARY DRAFT OF TWF
 3 1/29/2013
Academic Senate
 4 1/30/2013
Council of Presidents
 5 1/30/2013
President’s Staff
 6 1/31/2013
BOT
Planning Committee
 7
2/1/2013
Feedback on Instructional reorganization. May also be an opportunity for
reviewing other elements.
Review of preliminary document
Feedback on working draft. To include discussion of budget process
(increase BC manager authority/accountability).
Work session – working document
Present preliminary doc/info
 9 2/12/2013
FINAL DRAFT OF TWF
Foundation Executive Committee
Academic Senate
 10 2/14/2013
BOT
 11 2/15/2013
Planning Committee
Review Final draft document
 12 2/19/2013
ASNVC/Student Body
Open forum for students
 13 2/20/2013
Classified Senate/NVC Foundation
Review Final Draft (PPT and/or Doc)
 14 2/25/2013
Council of Presidents
Review Final Draft (PPT and/or Doc)
 15 2/28/2013
BOT
Work session – Final draft document
 8 2/05/2013
Present Draft (PPT and/or Doc)
Present Draft (PPT and/or Doc)
Update on comments rec’d, progress, other
FINAL TWF
16
3/1/2013
Campus community
17
3/14/2013
BOT
Finalize & Circulate Final document
Endorse & Support The Way Forward
Planning Priorities The Way Forward
In December of 2012, the Planning Committee approved the
2013/2014 Planning Priorities for recommendation to the Board of
Trustees & the Board adopted them as presented.
The Planning Priorities list included Goals 2.4, 6.1, and 7.1 under the
heading “Fiscal Planning: Develop a long-term, comprehensive fiscal
plan”
Background of The Way Forward
Developed by
the Planning
Committee &
Board Approved
2011-2014
Strategic Plan
Goal 7 – Fiscal
Stability
Added to the SP
by the Planning
Committee and
BOT Approved
Proposed
strategic
initiatives per
Goal 7
The Way
Forward
Budget & Unit
Plans
2013/2014 and
beyond
Planning Priorities The Way Forward
Goal 7. Fiscal Stability
Napa Valley College will maintain fiscal stability and maintain a 5% reserve.
In order to achieve this goal the college will assess and evaluate programs, courses, services using staffing
matrices, policies, procedures, best practices, legal and contractual guidelines to maintain expenditures within
the approved budget and maintain a minimum of a 5% reserve.
Number
7.1
Strategy
Develop a comprehensive plan
to create long-term fiscal
viability, stability and vitality.
Activities/Measures
(To Report Progress)
7.1.1 Reorganize and realign the institutional structure to
increase efficiency and reduce costs.
7.1.2 Identify programs and services for discontinuance,
suspension, or reduction to reduce costs.
7.1.3 Pursue enhanced (“braided”) revenue opportunities.
(see also: Strategies 2.1, 2.3, 6.1, 6.2, 6.3.
7.1.4 Consider personnel related budget reduction actions.
Planning Priorities The Way Forward
Goal 2. Partnerships for Economic and Workforce Development
Napa Valley College will collaborate with community partners to identify current and emerging labor
market needs.
In order to achieve this goal, the college will create innovative practices for workforce education,
respond to local needs for economic development and workforce preparation, develop targeted
workforce skills training; and, encourage industry specific professional development opportunities for
workers.
Goal 6. Resource Development
Napa Valley College will augment financial resources.
In order to achieve this goal the college will increase philanthropy from the community, develop contract
education, expand fee-based education, and seek financial assistance from diverse sources.
Number
Strategy
Activities/Measures
(To Report Progress)
2.4
Prepare students for licensure,
certification, continuing education,
and advanced education
2.4.1 Develop fee-based classes and workshops as needed for
training, community education, and to improve success on
licensure exams.
6.1
Secure additional funding from
private sources through the Napa
Valley College Foundation
6.1.1 Implement the Napa Valley College Foundation Strategic
Plan
6.1.2 Annual reports by the Foundation will measure success to
goal completion including funding sources, funds raised, and
projects funded.
Document Overview
Section I – Introduction & Purpose
Section I—Overview
Introduction
Purpose & Premise of the TWF
Multi-Year Plan
Guiding Principles (Includes
overview of reorg/realign)
Process & College Governance
Viability Phase
Stability Phase
Vitality Phase
The Way Forward is a multi-year comprehensive financial plan
that will provide a roadmap for NVC to establish & maintain a
balanced budget through increased efficiencies and braided
funding sources.
Section I of The Way Forward document will present an
introduction, overview, processes and definitions.
Viability, Stability, Vitality
The Way Forward
The ultimate goal
of Viability is to
achieve financial
equilibrium
through a
balanced budget.
The ultimate goal
of Stability is to
maintain financial
equilibrium with a
balanced budget.
Viability
(2012-2014)
Stability
(2014-2016)
Vitality
(2016-2018)
The ultimate goal
of Vitality is to
fund growth with
a balanced
budget.
Document Overview
Section II – Historical Context
Section II—Historical Context of College
Five Year History of College Finances
FON/50% Law
General Fund Reserves & Uses (Offset Budget Deficits)
Other Post-Employment Benefits and Actuarial Studies
Retiree Liability Funding Plan
MEASURE N – Facilities Bond (Series A, B, & C)
Capital Outlay and Unfunded Scheduled Maintenance
FTES and Current Funding Mechanisms –
Apportionment, Grants, etc.
Section II of The Way Forward will describe NVC’s
current financial realities and begin to identify
challenges and opportunities.
Document Overview
Section III – Financial & Non-Financial Indicators
Section III—Financial & Non-Financial Indicators
•Financial Ratios
oPrimary Reserve Ratio
oNet Income Operations Ratio
oViability Ratio
•Implications of the Financial Ratios for NVC
•Chancellor’s Office Fiscal Health Checklist
•Non-Financial Indicators
oAudit Opinions
oCommunity College Leadership
•Implications of Non-Financial Ratios for NVC
Using financial ratios and other metrics, The Way
Forward will identify areas of risk related to operating
procedures, particularly those related to finance.
Overview
Section IV – Ensuring Viability
Section IV— ‘Ensuring Viability’
2012/13-2013/14
Objectives & Timelines
Cost Reduction Strategies
Personnel Reductions – deferred replacements,
elimination of part-time hourly employees
Reorganizations/realignments
In-house Educational Master Plan; + more
Funding Strategies
Development of Braided Funding: Consolidated Fee-Based
Services, Programs & Grants, Related Revenues
The ultimate goal of Viability is to restore financial
equilibrium through a balanced budget.
Document Overview
Section V – Stability
Section V – Stability
2014/15-2015/16
Introduction
Stability restoration building blocks (To include: GO
bond/Meas L)
Strategic Initiative 1: Maximize and stabilize
FTE/Cap/Growth…
Strategic Initiative 2: Secure Financial Strength
Strategic Initiative 3: Leverage NVC’s Resources through
Partnerships & Collaboration—NVC will adopt a
structure to attract partnerships
The ultimate goal of Stability is to maintain financial
equilibrium with a balanced budget
Document Overview
Section VI – Vitality
Section VI – Vitality
2016/17-2017/18
Introduction
Strategic Initiative 1: Diversify, Restructure, and
Strengthen Academic Programs based on the
Educational Master Plan
Strategic Initiative 2: Build Institutional Advancement
Capacity
Strategic Initiative 3:
The ultimate goal of Vitality is to fund growth with a
balanced budget.
Document Overview
Section VII – Summary & References
Section VII – Summary
References
Appendices
Organizational Charts
Supplemental materials
Budgeting & Planning Model/Processes
President’s Area Reorganization
Four Area Planning Model
Implemented 2012-13
College Planning
Areas
Implemented Fall
2012
Napa Valley College
Board of Trustees
Supt./President
Instructional
Area
Student Services
Area
Administrative
Services Area
President's Area
Previous President’s Area Structure
Board of Trustees
President/Superintendent
Human Resources
Research Planning &
Development
NVC Foundation & Grants
Community Relations
Campus Planning &
Construction
Current President’s Area
President/Superintendent
Human Resources
Benefits & Leave
Administration
Research, Planning &
Institutional Effectiveness
(RPIE)
Research
Office of Institutional
Advancement
Strategic
Communications
Planning
Recruit/Hire/Train
Employee
Transactions
Grants
Institutional
Effectiveness
ALO
Employee/Employer
Relations
NVC Foundation
President’s Office
EMP Project
Management
Projects, RFP’s &
Bidding
SEM Planning
Coordination
Development
Bond &
Construction
OIA Area—Communications
• The strategic communications office serves to
inform students about programs, services and
events that are resources to achieving their
educational goals and thus contributing to their
learning and success; inform employees about
issues and events that help them be effective in
their roles to support student learning; and keep
the community aware of Napa Valley College so
that it will support the college and participate in
partnership opportunities
OIA Area—Grants
• The grants department supports grant-project
development and implementation at the
college. The office assists faculty and staff in
identifying and pursuing (seeking) grant
funding for programs that further
institutional, divisional, departmental and
programmatic goals.
OIA Area—Development
• The development department supports the
cultivation of institutional resources for the
college. The office works with the Napa Valley
College Foundation and through the college
auxiliary services foundation, external
partnerships, private foundations, the college
alumni association and other sources to
identify and secure resources in support of the
institution’s mission.
Modifications to President’s Area
Functions
Board of Trustees
Function ending as
bond projects wind
down
President/Superintendent
Human Resources
Research Planning &
Development
Function modified and
name changed to
Research, Planning &
Institutional
Effectiveness
NVC Foundation & Grants
Function expanded
and name changed to
Office of Institutional
Advancement
Community Relations
Campus Planning &
Construction
Functions moved to
Office of Institutional
Advancement &
Facilities Services
Administrative Services Area
Reorganization
Previous Administrative Services
Area
Vice President
Business & Finance
Risk Management
Accounting/Business
Services
Food Services
Director, Bookstore
Dean, Institutional
Technology
Director, Facilities
Services
Supervisor, Payroll
Modifications to the Administrative
Services Area
Vice President
Business & Finance
Risk Management
Accounting/Business
Services
Title Change to VP
Administrative
Services
Moved to
Director Level
to address
Fiscal
Services
Food Services
Director, Bookstore
Dean, Institutional
Technology
Director, Facilities
Services
Supervisor, Payroll
Current Administrative Services Area
Vice President
Administrative
Services
Risk
Management
Director,
Bookstore
Dean,
Institutional
Technology
Food Services
Director,
Facilities
Services
Supervisor,
Payroll
Director, Fiscal
Services
Next Steps The Way Forward
February 2013
Continued Constituent Group Review – through employee senates and the
Planning Committee
Board of Trustees Workshop – follow up workshop on 2/28/13
Campus Circulation – the final draft document will be posted and shared with the
campus community
March 2013
Board of Trustees Final Review – the final document will be presented to the Board
for consideration and endorsement. Separate action items related to departmental
reorganizations, employee position reclassifications, and out-of-class pay
assignments will be included in the final review.
Thank You