Sacramento State
Administration & Business Affairs families
2010/2011 Goals, Action plans & Measures
BUSINESS & ADMINISTRATIVE SERVICES
BSC Perspective / Sac State SP or D2010 Link / ABA Strategy Map Goal
(Department goal will help advance this division goal) / Department Goal
(Desired result) / Targets
(Specific desired qualitative/quantitative outcomes) / Action Plan
(Planned step-by-step approach) / Measures
(How you will gauge success) / Progress
3rd Quarter (Jan-Mar 2011)
Processes / Improve Student Recruitment, Retention & Graduation Rates / Facilitate access to campus services / MAIL SERVICES
Review and assess effectiveness of current Mail Services operations to identify opportunities for efficiencies and improvements. / 100% of major Mail Services operational processes assessed / 1.  Identify operational processes to be assessed
2.  Identify what information is needed or action taken to complete assessment
3.  Develop timeline for assessment / Percentage of processes assessed / 60% - Various benchmarks have been instituted and are in process of collecting data for action.
Stewardship and Image / Create a Dynamic Physical Environment / Maintain the highest standards of financial and operational systems management / UTAPS
Identify opportunities to implement payment for parking by groups who currently do not pay to be initiated in the next fiscal year or beyond. / 3 groups / 1.  Identify specific groups who currently do not pay to park on campus
2.  Assess how much lead time is needed, political sensitivity, etc. for each group, and select at least three to work with.
3.  Meet with three groups to discuss and come to mutual agreement on timeline and cost. / # of specific groups who have an identified payment plan beginning in 2011/12 or beyond / 100% - Implemented parking fees for third group – Renaissance Society.
BUDGET PLANNING & ADMINISTRATION
BSC Perspective / Sac State SP or D2010 Link / ABA Strategy Map Goal
(Department goal will help advance this division goal) / Department Goal
(Desired result) / Targets
(Specific desired qualitative/quantitative outcomes) / Action Plan
(Planned step-by-step approach) / Measures
(How you will gauge success) / Progress (quarterly)
Processes / Build a Welcoming Campus / Provide more options in using tool and create more efficiencies / Enhance the Cognos Budget Planning Module to expand capabilities and create efficiencies / ·  Annual Budget Call
·  Annual Budget and Expenditure Report
·  Begin in April 2011 and complete by October 30, 2011 / ·  Evaluate current module and determine where enhancements need to be made
·  Determine if Cognos upgrade will allow more options
·  Re-design module where needed
·  Test enhancements
·  Train users
·  Roll into production / Ease of use, ability to create more scenarios, being able to segregate changes by fiscal year / 0% - Cognos Budget Module enhancements to increase capabilities and create efficiencies – project timeline is April 2011 - November 2011. (This project has been delayed another year due to the many projects we’re currently doing).
People / Diversity / Develop employee leadership skills / Cross train office employees on various processes / Enhance employee knowledge and skills giving them the ability to make informed decisions / 1st – 2nd quarters: Develop plan, review and reorganize duties, communicate changes to customers
2nd – 4th quarters: Implement the plan / List training items by individual and monitor progress of items learned / 70%
Stewardship & Image / Purposeful Planning, Data-Based Decision Making / Maintain the highest standards in financial and operational systems management / 1.  Phase in the Common Financial Systems (CFS) implementation per the Chancellor’s Office
2.  Implement the Human Resources 9.0 upgrade / 1.  Go live in April 2011
2.  Go live with upgrade in November 2011 / o  Phase in necessary CFS configuration into the CMS Finance system and process changes as directed by the Chancellor’s Office
o  Implement configuration and process changes needed for the version 9.0 upgrade / 1.  Timely completion of configuration change and process changes by April 2011
2.  Timely completion of upgraded changes by Nov 2011 / 90% - Implementation of the CFS conversion – campus “Go Live” in April 2010 (mandated by CO). Completed pass 1 and 2 of configuration and conversion
25% - implementation of the Human Capital Management 9.0 upgrade – campus “Go Live” November 2010 (mandated by CO).
FACILITIES SERVICES
BSC Perspective / Sac State SP or D2010 Link / ABA Strategy Map Goal
(Department goal will help advance this division goal) / Department Goal
(Desired result) / Targets
(Specific desired qualitative/quantitative outcomes) / Action Plan
(Planned step-by-step approach) / Measures
(How you will gauge success) / Progress (quarterly)
Customers / Create a Dynamic Physical Environment / Develop a distinctive physical environment / Completion of the Smart Grid Project / Increased energy conservation and reduced energy costs; improved building temperature controls; vehicle electric charging stations; reduction in frequent power outages / 1.  US DOE project approval
2.  Cementing the SMUD-CSUS joint venture
3.  Project design
4.  Secure funding
5.  Project implementation / Completion of the planned steps / 10% - A total of 95% of all Schematic documents were submitted to the Chancellor’s Office and Mechanical Review Board for review.
Processes / Create a Dynamic Physical Environment / Maintain a safe campus / Complying with Records Management Services retention laws and regulations / To reclaim precious storage real estate by getting rid of documents that no longer have any use of value; to become more organized; to discard or retain documents as stated by Records Management Services / 1.  Locate all document storage facilities, including electronic
2.  Sort through all documents
3.  Determine status of document based on RMS
4.  Establish file storage convention for both hard and soft copy documents
5.  Provide clear descriptions and discard dates for all documents / Completion of the planned goals / 16% - The department continues to weed through old documents and files to meet the goal of compliance by June 2011.
FINANCIAL SERVICES
AVP
BSC Perspective / Sac State SP or D2010 Link / ABA Strategy Map Goal
(Department goal will help advance this division goal) / Department Goal
(Desired result) / Targets
(Specific desired qualitative/quantitative outcomes) / Action Plan
(Planned step-by-step approach) / Measures
(How you will gauge success)
Processes / Develop Community Support / Build trust between ABA and our constituents / Enhance user knowledge of business policies and procedures by conducting four Business Partners Round Table sessions for the campus community. / Successfully convey System and campus changes regarding financial processes / ·  Determine pertinent changes to convey to campus business partners, how are they affected.
·  Identify and implement a plan of shared responsibility with the departments
·  Adjust according to changing needs of the office/customers / Solicit BPRT members’ feedback on process changes. / 75% - Conducted three of the four sessions.
Stewardship & Image / Develop Community Support / Maintain the highest standards in financial and operational reporting / Provide guidance and instruction for the campus community regarding the implementation of the Common Financial System / Successfully convey new processes dictated by the CO CFS process implementation plan / ·  Determine areas affected by the CFS implementation and assist with transition
·  Participate in sharing activities of the campus CFS implementation team
·  Dedicate staff time to development and testing of any system related changes
·  Convey any process changes to campus community in timely manner. / Business Partners understanding level increased and reduced questions during open labs. / 90% - Oversight of steps to complete all CFS configuration, conversion and validation steps required as of March 31st for the April 1 Go Live date.
Accounting
BSC Perspective / Sac State SP or D2010 Link / ABA Strategy Map Goal
(Department goal will help advance this division goal) / Department Goal
(Desired result) / Targets
(Specific desired qualitative/quantitative outcomes) / Action Plan
(Planned step-by-step approach) / Measures
(How you will gauge success) / Progress (quarterly)
Processes / Build a Welcoming Campus / ·  Facilitate access to campus services
·  Promote responsible stewardship / Workload review and cross-training to lessen the impact of reduced staff resources and increased workload from external demands for information and process changes. / Maintain a consistent level of customer service and support for the campus community / ·  Workload review, including required separation of duties
·  Identify and implement a plan of shared responsibility within AS and with other offices
·  Adjust according to changing needs of the office/customers / BPRT feedback and customer surveys. / 70% - Continues to cross train job duty “back-ups.” Able to maintain consistent output even during the holiday season when many people were on vacation.
Stewardship & Image / Develop Community Support / Maintain the highest standards in financial and operational systems management / Implementation of the Common Financial System / Successfully implement processes dictated by the CO CFS process implementation plan / ·  Determine areas affected by the CFS implementation
·  Participate in campus CFS implementation team
·  Dedicate staff time to development and testing of any system related changes
·  Implement changes on time / Processes effectively changed on time / 90% - Completed all CFS configuration, conversion, and validation steps required as of March 31st for the April 1st Go Live date.
Accounts Payable
BSC Perspective / Sac State SP or D2010 Link / ABA Strategy Map Goal
(Department goal will help advance this division goal) / Department Goal
(Desired result) / Targets
(Specific desired qualitative/quantitative outcomes) / Action Plan
(Planned step-by-step approach) / Measures
(How you will gauge success) / Progress (quarterly)
Processes / Build a Welcoming Campus / ·  Facilitate access to campus services
·  Promote responsible stewardship / Workload review and cross training to lessen the impact of reduced staff resources and increased workload from external demands for information and process changes. / Maintain a consistent level of customer service and support for the campus community / ·  Workload review, including required separation of duties
·  Identify and implement a plan of shared responsibility within AP and with the Procurements office
·  Adjust according to changing needs of the office/customers / BPRT feedback and customer surveys. / 85% - Reassessed workload review and back-up assignments. Able to maintain consistent output even during long periods when critical staff were out on medical leave.
Stewardship & Image / Develop Community Support / Maintain the highest standards in financial and operational systems management / Implementation of the Common Financial System / Successfully implement processes dictated by the CO CFS process implementation plan / ·  Determine areas affected by the CFS implementation
·  Participate in campus CFS implementation team
·  Dedicate staff time to development and testing of any system related changes
·  Implement changes on time / Processes effectively changed on time / 90% - Completed all CFS configuration, conversion, and validation steps required as of March 31st for the April 1st Go Live date.
Procurement & Contract Services / University Receiving
BSC Perspective / Sac State SP or D2010 Link / ABA Strategy Map Goal
(Department goal will help advance this division goal) / Department Goal
(Desired result) / Targets
(Specific desired qualitative/quantitative outcomes) / Action Plan
(Planned step-by-step approach) / Measures
(How you will gauge success) / Progress (quarterly)
Processes / Build a Welcoming Campus / Facilitate access to campus services / Implement the new Inventory Management Process (WASP) / Successfully implement to be compliant with University Policy / ·  Assure that the WASP software is fully operational and compatible with CFS PeopleSoft Asset Management Module
·  Dedicate resources and time to implement
·  Develop and implement a program plan / milestones to achieve a 100% inventory / % complete per quarter based on building / department inventoried / 15% - There have been three buildings that have been completed: Shasta, Sequoia, and Humboldt.
Stewardship & Image / Develop Community Support / Maintain the highest standards in financial and operational systems management / Implementation of the Common Financial System / Successfully implement processes dictated by the CO CFS process implementation plan / ·  Determine areas affected by the CFS implementation
·  Participate in campus CFS implementation team
·  Dedicate staff time to development and testing of any system related changes
·  Implement changes on time / Processes effectively changed on time / 90% - Ongoing configuration testing of the CFS.
Student Financial Services Center
BSC Perspective / Sac State SP or D2010 Link / ABA Strategy Map Goal
(Department goal will help advance this division goal) / Department Goal
(Desired result) / Targets
(Specific desired qualitative/quantitative outcomes) / Action Plan
(Planned step-by-step approach) / Measures
(How you will gauge success) / Progress (quarterly)
Processes / Build a Welcoming Campus / Facilitate access to campus services / Successfully combine the OneCard operation with SFSC / Successfully move the operation and train all employees with little impact to customers / ·  Work with facilities and IT to ensure the space it appropriate
·  Work with employees to continue operations while learning new duties / Physical area and processes effectively changed by January 21, 2011. / 100%
80%
Stewardship & Image / Develop Community Support
Develop Community Support / Maintain the highest standards in financial and operational systems management
Maintain the highest standards in financial and operational systems management / Implementation of the Common Financial System
Pass 1 and Pass 2 of the HCM 9.0 Upgrade / Successfully implement processes dictated by the CO CFS process implementation plan
Successfully implement processes dictated by the CO and campus on the HCM 9.0 upgrade implementation plan / ·  Determine areas affected by the CFS implementation
·  Participate in campus CFS implementation team
·  Dedicate staff time to development and testing of any system related changes
·  Implement changes on time
·  Participate in campus upgrade on team
·  Dedicate staff time to development and testing of any system related changes
·  Implement changes on project timeline / Processes effectively changed on time