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Finance and Administration DivisionCoffee Hour
February 1, 2012
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Agenda
Finance and Administration Strategy - Vision, Mission and Core Values
- Balanced Scorecard Objectives
2012-2013 Key Initiatives
Your questions
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Strategy Journey (2012-2017)
Strategic Review – October 2011
Consultative Review –Nov/Dec/Jan2012
Finalize Strategy – Jan 2012
Coffee Hour – Feb 1, 2012
2012-2013 Planning Process
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Vision Statement
Working collaboratively, embracing new technologiesand innovative ways of operating, we will providebest-in-class service to the Carleton Community.
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Mission Statement
We support Carleton’s academic mission ofteaching, research, and community service by
providing administrative and other support services that are effective, efficient, and timely.
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Core Values
Service ExcellenceWe meet customer needs through professional, responsive, reliable, and courteous service.
Continuous ImprovementWe challenge the status quo with innovative work processes and practices.
Inclusive Decision MakingWe collaborate in making evidence-based, timely and effective decisions.
Safe, Healthy, and Sustainable EnvironmentWe foster a positive work environment.
Employee EngagementWe value, respect, recognize, and support our employees.
AccountabilityWe are accountable for what we do and how we do it.
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Our Customers
Provide quality, responsive and helpful services
Understand customer needs and anticipate future requirements
Foster a culture of Service Excellence
Provide a safe and respectful campus
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Stewardship of Resources
Provide effective stewardship of university resources
Manage risks that affect the university
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The Way We Work
Utilize effective strategic and operational planning in support of the academic, research, and administrative enterprise
Work collaboratively
Continuously improve our processes and services in an efficient and effective manner
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Our Employees
Provide a safe, healthy, respectful, and supportive work environment
Develop a culture of continuous learning
Recognize and engage employees in their work
Develop leadership capabilities
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Key Initiatives for 2012-2013
Our Customers Continue to support Service Excellence; Continue to assess Customer Satisfaction.
Stewardship of Resources Communicate “Not Business As Usual”; Explore Solutions to Pension Funding; Capital Program - Additions – Alumni Hall, INCO, Library - Backfill Renovations Explore Development of North Campus ( 18 acres); IT Program – LMS, Mobile Apps, Cloud Email for students, Banner
Document Management System; Enhance Operational Sustainability Activities.
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Key Initiatives 2012-2013
The Way We Work Renew Emergency Management and Business Continuity Framework; Support Improvement Projects, Lean, Benchmarking, Process Management; Develop IT Strategic Plan; Develop HR Strategic Plan; Develop EH&S Strategic Plan.
Our Employees Support Staff Learning and Development renewal; Support Healthy Workplace Implementation; Support Quality Journey PEP Level 2 preparation.
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Next Steps
Departments and units complete 2012-2013 plan (February/March 2012)
Budget meetings (March)
Board approval of both operating and ancillary budgets (April)
Plans are refined based on budget approval (April)
Plans are shared with staff (April/May)
Plans monitored throughout the year
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Questions
Questions!