| Initiative Title | Create electronic forms, email templates, and workflows to manage our processes. |
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| Submitted in Previous Year(s) | No |
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| Critical Information, Notes, Justification, Rationale | As continue to operate in a remote format, it is becoming increasingly necessary to standardize our processes that were previously conducted in person and initiated with standard hard copy forms. This will need to be done in collaboration with the other offices involved. Doing this will ensure that everyone is following college procedures and will improve efficiency and decrease errors. It will also provide clear documentation and records. |
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| Consequences of this initiative not being funded | If we do not adhere to agreed upon standardized procedures for conducting business remotely, we will be subject to a myriad of issues. Among the negative outcomes are poor efficiency, duplication of efforts, increased errors, and no clear records or data. |
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| Department Goals | Collaborate with other offices to standardize our remote processes and procedures., Evaluate the effectiveness of our remote and virtual services for students and make any necessary changes or improvements. |
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| Programs | |
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| Locations | Main Campus, Newburgh Campus |
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| Estimated Completion Date | |
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| Will this initiative span multiple budget years? | No |
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| Importance | Medium |
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| Funding Source | Request for Prioritization |
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| Created | 11/12/2020 3:59 pm |
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| Updated | 11/12/2020 4:36 pm |
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Institutional Goals
| Goal |
How will the initiative support this institutional goal? |
- STRATEGIC PLAN 2020-2025
- Sustain and Invigorate Our Planned Future: Reimagine Human, Financial and Physical Resources
- Z_DRAFT Theme #2: Foster a culture of collaboration, communication, and ongoing assessment to equitably and consistently utilize resources between departments and campuses, with clearly defined employee roles.
|
We will collaborate with other departments to reimagine how we conduct business and provide services to students in a remote format. We will use existing resources (i.e. machforms, gmail templates, Banner Quickflows) to accomplish these goals. |
Action Steps
| Action Step |
Responsible Party |
Order |
| Evaluate our processes and determine what is the best format to complete each process virtually. |
SSC and other departments who are involved (i.e. Admissions, Advising, Financial Aid, Registrar, Student Accounts..) |
1 |
| Create and test the selected procedure. |
SSC and other departments who are involved (i.e. Admissions, Advising, Financial Aid, Registrar, Student Accounts..) |
2 |
| Implement the chosen process and follow up to determine if it is working or if changes are needed. |
SSC and other departments who are involved (i.e. Admissions, Advising, Financial Aid, Registrar, Student Accounts..) |
3 |
Expected Outcomes
| Outcome |
Order |
| We will provide accurate, efficient customer service and replicate our in person procedures. Offices and staff will have clear guidelines and processes to follow, and confusion and errors will be reduced. |
1 |
Assessment Methods
| Method |
Description |
Other Method |
Responsible Party |
| Tracking |
Usage of programs, services, participation can be tracked; demographic information may also be able to be collected. |
|
SSC |
Resources
| INITIAL YEAR COST: |
$0.00 |
| RECURRING COST: |
$0.00 |
Equipment
| Need |
Cost (Initial/Recurring) |
Supporting Departments |
| TOTAL: |
$0.00 / $0.00 |
|
Facility
| Need |
Cost (Initial/Recurring) |
Supporting Departments |
| TOTAL: |
$0.00 / $0.00 |
|
Supply
| Need |
Cost (Initial/Recurring) |
Supporting Departments |
| TOTAL: |
$0.00 / $0.00 |
|
Staffing
| Need |
Cost (Initial/Recurring) |
Supporting Departments |
| TOTAL: |
$0.00 / $0.00 |
|
Training
| Need |
Cost (Initial/Recurring) |
Supporting Departments |
| Train staff on new electronic forms, templates, or procedures. |
$0.00
|
- Financial Aid
- Bursar
- Records and Registration
- Admissions and Recruitment
- Academic Advising
- Student Services Central
|
| TOTAL: |
$0.00 / $0.00 |
|
Marketing
| Need |
Cost (Initial/Recurring) |
Supporting Departments |
| TOTAL: |
$0.00 / $0.00 |
|
Other
| Need |
Cost (Initial/Recurring) |
Supporting Departments |
| TOTAL: |
$0.00 / $0.00 |
|
Prioritization
This is initiative is ready for prioritization.
Assessment
| Date | Department Name | Status | Cost to Date | Funding Source | |
| No results found. |