Academic and Financial Partnerships: Creating a Comprehensive Engagement Plan for
Budget Implementation

Last updated November 16, 2016

Course Length

1h 20m

Last Updated

November 16, 2016

person on a laptop with a play button overlay

Academic and Financial Partnerships: Creating a Comprehensive Engagement Plan for
Budget Implementation

Last updated November 16, 2016

Table of Contents

Introduction
3:36 Closed lock icon
Opening the Communication Channel - Preliminary Stage
14:46 Closed lock icon
Provisions for Steering Committee - Research Phase
19:41 Closed lock icon
Things to Keep in Mind - Design Phase
19:47 Closed lock icon
Ramp Up Engagement - Implementation Phase
22:41 Closed lock icon

Overview

Learn how to better focus your budgeting process to engage finance and academic leaders in the research, design, and implementation of a budget model. We will highlight phases of an academic leadership engagement plan for authentic collaboration. Following this webcast, you will be better prepared to:

  • Structure your budget timeline to allow for collaboration
  • Provide training and support for committee members and leadership
  • Build guiding principles to ensure the budget meets your strategic priorities
  • Use visual displays to build consensus and improve transparency
  • Create a continuous improvement feedback cycle for ongoing monitoring

This program is designed for financial and academic leaders who are considering a new or improved budget model within their department and/or institution.

Agenda

  • Preliminary Stage: Opening the Communication Channel
    • Understand the complexity and time required for implementing various budget models
    • Set an achievable timeline to engage with all campus groups
    • Surveys, interviews and data collection process
  • Research Phase: Provisions for Steering Committee
    • Incorporating training for committee member development
    • Establishing your guiding principles
    • Research framework for budget models
    • Conducting your current state assessment
  • Design Phase: Things to keep in mind
    • Simplifying and streamlining the process
    • Approaching challenges with charge-back models
    • Accounting for overhead
    • Creating iterative feedback loops
  • Implementation Phase: Ramp Up Engagement
    • Consider “hold harmless period”
    • Training unit and department finance leaders on new process
    • Meet with all unit heads to confirm understanding of new model
    • Post-implementation feedback and communication
  • Tips for a realistic engagement plan

Tagged In

Finance & Administration Leading the Department/Division

$350

 

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Picture of Maria R. Anguiano

Maria R. Anguiano

Vice Chancellor for Planning and Budget at the University of California, Riverside

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