Beginning Our
Balanced Scorecard Journey
Presentation Overview
Why we’re taking this journey
 What other organizations use the Balanced
Scorecard
 The Core Team and Leadership Team
 The FAS Vision and Strategy
 Our Strategy Map
 Examples
 Our Expectations of the Balanced Scorecard
 Where do I start
 What’s Next
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Why are we taking this journey?
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To improve our Division’s effectiveness
To focus efforts across the Division towards a
single strategy
To improve the culture and climate of our
division
To help us prioritize daily activities
To assist us with making choices while
continuing to deliver services to the campus
community
To measure our progress towards
improvement in these areas
What other organizations use
the BSC?
Chancellor’s Office
 Cal Poly SLO, San Jose State, Chico
State, CSU Fullerton, CSU San
Bernardino, Cal Poly Pomona, Sonoma
State, Monterey Bay, Long Beach
 UCSD, UC Berkeley, UC Irvine
 Ritz Carlton, FedEx, Southwest Airlines
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Who’s Been Involved So Far. . .
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Leadership Team – Steve Garcia, Suzanne
Green, Abbi Stone, Art Torres, Barbara
Dovenbarger, Bob Page, Brenda Woeckener,
Chuck Walden, Dean Manship, Dora
Knoblock, Gina Frasca, Linda Hawk, Linda
Leiter, Melody Kessler, Rich Parzonko, Russ
Decker, Tom Schultheis
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Core Team – Tanis Brown, Bella Newberg,
Nancy Quinn, Cathy Rank, Katy Rees, Abbi
Stone, Brenda Woeckener
FAS Division Vision
Finance and Administrative Services:
Building excellence in service and
resource management.
FAS Division Strategy
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With input from our customers, we will identify
and prioritize the Division’s core activities,
and with cost-reduction mechanisms,
innovation, and acquisition of new resources,
deliver customer-focused financial and
administrative services that meet CSUSM’s
strategic program and growth priorities.
Made a special
dinner for
Mom’s Birthday
Didn’t ask family members
about their food
preferences before making
this expensive meal
Found out that no one
in the family likes olives,
a main ingredient
Next time, go out to dinner!
Facility Services was
assigned responsibility for
Building Directories. They
hadn’t been updated in years.
Before Balanced Scorecard:
Fix it. . .Now. . .Just do it!
After Balanced Scorecard:
What does my
customer want?
What are our expectations of the
Balanced Scorecard?
Process-Driven
Services
Streamlined, ValueAdded Services
Individuals
Teams and
Partnerships
Bureaucratic
Customer-Driven
Reactive
Strategy-Focused
Where do I start?
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Read the Strategy Map
 Review the Four Perspectives of the
Balanced Scorecard:
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Customers
Financial/Regulatory
Internal Processes
Learning & Growth
Visit our web site at www.csusm.edu/bsc
 Ask questions
What’s Next?
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We want your feedback
– Feedback form
– Visit our web site for feedback and questions
(anonymous option)
– We’ll respond to your questions if you submit your
name
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We’ll meet with your departments
– We’ll answer department-specific questions
related to the Balanced Scorecard
Let the journey begin. . .
Please take a ride in this new vehicle, the
Balanced Scorecard. Enjoy the journey
with us. We will provide guidance along
the way. Some parts of the journey may
be bumpy & occasionally we may get
lost…but remember…the importance lies
in the journey and the partnerships we
form along the way. Oh…most
important…our purpose: to build a
university of first choice.