Goal 1 | Controller's Office

Goal 1: To foster a University-wide culture of responsible financial decision making.

This goal will focus our organization on providing leadership and vision in financial management and decision making processes across the University via our own actions and interactions with those we serve. The Office of the Corporate Controller will actively enhance the University's broader compliance, ethics, enterprise risk management and sustainability initiatives while fostering responsible stewardship of limited resources at all levels of the University.

SUPPORTING OBJECTIVES:

Develop decision-making tools and best practices to assist in assessing benefits, risks and long-term sustainability for business plans and decisions.

Tasks For Success:
Status Task
in progress checkmark Assess areas for improvements in responsible stewardship through the use of surveys and other tools.
in progress checkmark Evaluate results collected from surveys and other tools.
Non Applicable Symbol Communicate recommendations, as appropriate, across the University.
Ongoing Symbol Develop and deliver tools for employees at all levels to consider exposures and opportunities in their decision-making processes.
Ongoing Symbol Encourage and accept constructive views and criticisms, even dissenting views.

completion of task checkmark  = Completed  |  in progress checkmark = In Progress | Ongoing Symbol= Ongoing

 not in progress sign = No Longer Applicable |  = Not Started

Facilitate the development of training programs and other tools to enhance the understanding of financial stewardship by University employees.

Tasks For Success:
Status Task
Ongoing Develop and implement training on basic financial controls.
In Progress Provide clear and comprehensive information to use as reference materials.
Ongoing Establish a library of training and reference materials.

completion of task checkmark  = Completed  |  in progress checkmark = In Progress | Ongoing Symbol= Ongoing

 not in progress sign = No Longer Applicable |  = Not Started

Establish a framework for systematic review of policies, guidelines and procedures.

Tasks For Success:
Status Task
In Progress Assign each policy, guideline and procedure an owner.  This would be a role that is responsible for the systematic review.
In Progress Develop a framework for bi-annual review every policy, guideline and procedure to be reviewed.
In Progress Implement a manageable process which improves the search ability and accessibility of University policies, guidelines and procedures.

completion of task checkmark  = Completed  |  in progress checkmark = In Progress | Ongoing Symbol= Ongoing

 not in progress sign = No Longer Applicable |  = Not Started

Develop standardized financial reports and matrices to enable administrative areas to monitor financial health and support responsible decision making.

Tasks For Success:
Status Task
In Progress Develop standardized reporting for academic, campus, and administrative units.
In Progress Encourage the use of these reports to promote consistent performance indicators.

completion of task checkmark  = Completed  |  in progress checkmark = In Progress | Ongoing Symbol= Ongoing

 not in progress sign = No Longer Applicable |  = Not Started

Last Updated:

February 2016 -- Progress updates.