Making Connections between Central Administration and Faculty Administrators Presented By: Caron Bueckert Gord Pasieka & Kimberlee Potter Making Connections Agenda • • • • History of Gaps at U of M Bridging the Gap Eliminating the Gap Questions remaining History of Gaps • Series of systems renewal projects – HRIS, FMIS and SIS • • HR system wasn’t quite ready to be implemented • • HR system renewal was problematic with workloads overwhelmingly high Culture of fear and mistrust Major obstacle to success = inability to obtain answers. History of Gaps • • • A meeting was the catalyst for change. Concerns were expressed by Faculties and were listened to by Administration. Finance Administration dramatically made aware of what needed to be done to ensure success Bridging the Gap… Bridging the Gap… Form methods to consult with and work together • • Open lines of communication Widen the circle of involvement Bridging the Gap… Form a Middle Managers Group • • Senior faculty administrators Active participants of change Bridging the Gap… Set-up a system of support • • • Created website with online help, FAQs and additional resources Help Desk Central Administration trained staff on Customer Service support and designated department resources Bridging the Gap… Help Desk Calls Go-Live 376 350 230 222 Year-End Period 199 165 164 148 119 97 140 128 99 125 102 52 Bridging the Gap… Deliver on your promises • • • • Promised training to anyone who wanted or needed. Promised a support system would be in place before and after the changes Promised we would listen Building goodwill with community Bridging the Gap… Rewarding results • • • Communication not without it’s bumps but faculty administrators and users happy Change considered a non-event Aurora Finance Implementation Team received the 2007 Team Excellence award Bridging the Gap… Assessing the Situation Review Bridging the Gap… Gaps in communication remaining • • Insufficient connections to realize information was missing Knowledge gap for both groups Eliminating the Gap… Further develop system of support • Central Administration created and hired new positions to meet the increasing need to connect with the faculties • Finance Customer Service Representative • Additional system security support • Systems Optimization Specialist Eliminating the Gap… Connections need to be made on an ongoing basis • • • Listserve emails Quarterly newsletters Financial Services website Eliminating the Gap… Create opportunities to show people their voice counts • • • Customer Service team meets with faculty representatives Develop faculty specific training Develop position specific training Eliminating the Gap… Don’t dictate, involve. • • Overcome the tendency to command Allow faculty administrators to make the decisions that will affect them whenever possible. Eliminating the Gap… Address problems immediately • • Monthly Brown Bag lunch sessions Develop University Finance series of courses Eliminating the Gap… Keep each Unit informed on how they are doing • • • Correspond with each other Middle Managers support of Team Excellence award Use statistics/error reports and teach how to correct Eliminating the Gap… • • • • • Should there be a particular designation required for Business Officers? How do we handle staff who have evolved into positions, but not received any formal training? Is it the role of Central Administration to train Faculties beyond system requirements? What aren’t we doing to more effectively communicate between the two groups? Should we enforce mandatory testing to reduce errors? If so, how? Making Connections Why does this matter? • • • • Less errors and less frustration Support when things go wrong Answers obtained quickly Better product Summary – Central Administration Perspective • • • • • Deliver on your promises Address problems immediately Make connections on an ongoing basis Don’t dictate, involve. Possess a willingness to work with Faculty Administrators Summary – Faculty Perspective • • • • • Form methods to consult with and work together Create a Middle Managers group Set-up a system of support and continue to build on that system Keep each unit informed on how they are doing Possess a willingness to work with Central Administration Making Connections