| Initiative Title | Increase interaction with Departments |
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| Submitted in Previous Year(s) | No |
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| Critical Information, Notes, Justification, Rationale | Business Office transactions occur minimally for the majority of college personnel. Therefore there is a continuous need to refresh themselves on steps to initiate Business Office transactions and rules on what are acceptable transactions. Business Office transactions are: Budget Transfers, Purchase Requisitions, and Vouchers. Each of these transactions have steps in order to complete them correctly. |
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| Consequences of this initiative not being funded | The consequences of not being familiar with how to initiate Business Office transactions is that it will take longer to have the transaction completed and involve more personnel time and resources to complete a transaction. |
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| Department Goals | To facilitate and increase transperancy of Business Office Transactions. |
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| Programs | |
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| Locations | Main 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 | High |
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| Funding Source | |
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| Created | 11/29/2016 11:46 am |
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| Updated | 12/16/2016 9:06 am |
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Institutional Goals
| Goal |
How will the initiative support this institutional goal? |
- STRATEGIC PLAN 2015-2020
- PRIORITY IV: Efficient and Effective Operations: We will anticipate and adapt to changing economic realities while maintaining the infrastructure and resources necessary to foster innovation and develop & deliver high quality programs and services.
- b: Develop, cultivate, and support innovation throughout the organization for continuous improvement.
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It will give the college community a sense of awareness, and a resource tool to assist them in initiated Business Office transactions. |
Action Steps
| Action Step |
Responsible Party |
Order |
| Place forms and steps to properly completing these forms on the Business Office Portlet, including college policies. |
Agnes Wagner |
1 |
| Provide Information Sessions where personnel can enhance their knowledge of the Business Office Policy and Procedures, and usage of Banner. |
Renee Arnold |
2 |
| Have New Hires have proper Banner access and a one on one training where they learn the proper steps to initiate a Business Office transaction and become aware of college policy and procedures. |
Cynthia Richichi |
3 |
| Increase college participation wth the Budget Process |
Agnes Wagner |
4 |
| Review Departmental Budgets on a periodic basis and communicate with budget managers any large variances. |
Cynthia Richichi |
5 |
Expected Outcomes
| Outcome |
Order |
| College personnel becoming familiar with initiating Business Office transactions and its polity and procedures, which will allow transactions to occur in an efficient and effective manner. |
1 |
Assessment Methods
| Method |
Description |
Other Method |
Responsible Party |
| Other |
Enter other assessment method |
Forms and Instructions Placed on Business Office Portlet |
Comptroller |
| Other |
Enter other assessment method |
# of Information Sessions Held |
Comptroller/Asst Comptroller/Purchasing Dept |
| Other |
Enter other assessment method |
# of New Hire Training Provided |
Asst Comptroller |
| Other |
Enter other assessment method |
# of budget forums/trainings held |
Comptroller |
| Other |
Enter other assessment method |
Budget Variance Anaylsis and Reporting done at least once a semester |
Comptroller/Asst Comptroller |
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 |
| TOTAL: |
$0.00 / $0.00 |
|
Marketing
| Need |
Cost (Initial/Recurring) |
Supporting Departments |
| TOTAL: |
$0.00 / $0.00 |
|
Other
| Need |
Cost (Initial/Recurring) |
Supporting Departments |
| Only resource needed is Business Office personnel time. |
$0.00
|
- Administration and Finance, VP Office
|
| 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. |