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B&F Strategic FrameworkFY11 HighlightsFY12 Plans

September 22, 2011

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8-8:30 Networking, Displays Welcome, Kudos, IntroductionsB&F Strategic Framework

Goals 1, 2, 3 and 4Key Initiatives

Other B&F HighlightsQ and A with Senior Staff Closing

Break 10:00-10:20Break 10:00-10:20

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MissionThe mission of the University of Michigan is to serve the people of Michigan and the world through preeminence in creating, communicating, preserving and applying knowledge, art, and academic values and in developing leaders and citizens who will challenge the present and enrich the future.

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MissionThe mission of the University of Michigan is to serve the people of Michigan and the world through preeminence in creating, communicating, preserving and applying knowledge, art, and academic values and in developing leaders and citizens who will challenge the present and enrich the future.

Education, Research, Service, Patient Care

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Community of learnersPromote creativityPrepare students for leadership roles

Celebrate and promote diversityProvide international experiences Advance health care

Stimulate economic growth Be an exemplary employer Steward resources

Change and adapt to meet the needs of society

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Mission Vision

ValuesGoals

Key Initiatives

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We partner with the University community to provide the technical, financial, physical, information and human resource infrastructure essential to being one of the greatest public universities in the world.

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We partner with the University community to provide the technical, financial, physical, information and human resource infrastructure essential to being one of the greatest public universities in the world.

“WE MAKE BLUE GO”“WE MAKE BLUE GO”

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We will become a high-performance organization through:

Our deep expertise

Our understanding of the University

Being fiduciaries of University assets

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Respect and Diversity Ethics and Integrity Innovation Collaboration Professional Growth and Development Quality and Customer Service Health, Safety and Environment Community

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1. Provider of Choice2. Employer of Choice3. Best in Class Leadership4. Engagement (new in FY12)

“Listen, Learn, Lead”

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Become the Become the University’s University’s PROVIDER of PROVIDER of CHOICE CHOICE for the UM for the UM services we offerservices we offer

SEE HANDOUTS

SEE HANDOUTS

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FY11 Highlights

Source: B&F Customer Satisfaction Reporting Toolhttp://av-it-csrsurvey/CSA-2011/Main.aspx

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Customer satisfaction targets for FY121.1 Unit targets set and action plans in place by November 30, 2011

1.2 Progress on action plans reported by June 30, 2012

Maintain or increase B&F Overall Customer Satisfaction

in March 2013

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Become the Become the EMPLOYER of EMPLOYER of CHOICECHOICE for high for high performing staff performing staff members and members and teamsteams

FY11 Highlights

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FY11 Highlights

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Targets for FY12Progress on action plans implemented in response to the 2010 Employee Survey reported by January 30Increase from 72 to 73 in B&F overall employee satisfaction in the March 2012 Employee Satisfaction Survey

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2008 2009 2010 2011 2012 2013

Surveys are on a two-year, alternating cycleSurveys are on a two-year, alternating cycle

March, 2009

Customer Survey

March, 2011

Customer Survey

March, 2013

Customer SurveyMarch, 2008

Employee Survey

March, 2010

Employee Survey

March, 2012

Employee Survey

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Demonstrate BEST IN CLASS LEADERSHIP in managing University resources with respect to quality, cost, service and long term impact for the University

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3.1 Early adoptionManaged Print/CopyOffice SuppliesSustainable OfficeMHealthy

3.2 Cost reductions3.3 Diversity

FY11 Highlights

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Top Performers!University Human Resources – 77%Investment Office – 76%Finance – 72%

50% ClubInformation and Technology Svcs – 64%Office of EVPCFO - 50%Facilities and Operations – 50%

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3.1. B&F Early adoption Implement managed print across B&F units (when applicable)Standardize PC/laptop purchasing across B&F

3.2. Budget 4-6%total savings from FY11-FY13

24https://www.bf.umich.edu/townhall2011/

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ENGAGE all levels of B&F in listening to one another, learning and growing and demonstrating leadership

LISTEN, LEARN, LEAD

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4.1 Two-way dialogues on challenges and opportunities

2011 B&F Town Hall-1 Report2012 B&F Town Hall-2

4.2 Supervisor development“It Starts With You” Supervisor OnboardingSupervisor AccountabilityB&F Hiring and Selection Training

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Transferring B&F Supervisory Best PracticesKick Off/Training Sessions for B&F during September-October, 2011Program runs November 2011 – March 2012Take the “Quick Hits” Cards with you today

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Highlights FY11

Plans for FY12

Erik LundbergLaurita ThomasRowan MirandaLaura PattersonHank Baier

SEE HANDOUTS

SEE HANDOUTS

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FY11 Highlights

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Exceeded all goals by a wide margin last year. Top quintile performance over 5 and 10 year periods.Three year numbers still impacted by financial crisis in FY 09.

Long Term Portfolio maximize performance

with acceptable levels of risk

Exceed the return of the performance benchmark

by at least 0.4% on a rolling three-year basis.

Achieve top quartile

performance versus other Colleges and Universities over

time.

University Bankmaximize performance

with acceptable levels of risk

Exceed the return of the performance benchmark

by at least 0.2% on a rolling three-year basis.

Exceed the return of 90-Day T-bills

by at least 2.0% over rolling three-year periods.

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Long Term Portfoliomaximize performance

with acceptable levels of risk

Exceed the return of the performance benchmark by at

least 0.2% on a rolling three-year basis.

Achieve top quartile

performance versus other Colleges and Universities over

time.

University Bankmaximize performance

with acceptable levels of risk

Exceed the return of the performance benchmark for STP by at least 0.1% on a

rolling three-year basis.

Exceed the return of 90-Day T-bills by at least 2.0% over

rolling three-year periods.

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Veritas and Deferred Gift Vehicles maximize performance

of financial reservesTarget: Exceed the return of

the respective performance benchmark over rolling three-year periods.

Programs experienced strong returns last year.Programs experienced strong returns last year.Three year numbers still reflect impact of Three year numbers still reflect impact of financial crisis in FY ‘09. financial crisis in FY ‘09.

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FY11 Highlights

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FY12FY12 Key Initiative #1 - Wellness Key Initiative #1 - Wellness

Implement Wellness Strategies to support the well-being of the U-M Community

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FY11 Highlights

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2.1 – Comprehensive administrative services transformation strategy2.2 – Completion of business cases2.3 – Prioritization of projects for FY12 to FY14

All Achieved

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3.1 – Spend tracking mechanism3.2 – Unit spend analysis3.3 – IT strategic sourcing assessment

All Achieved

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5.5 – Concur Travel Expense Management System rollout completed to campus and UMHS

Achieved

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2.1 Complete Shared Service design phase (by June 30, 2012)

2.2 Implement Wave 1 of Strategic Sourcing (by June 30, 2012):•Validate annual cost savings projections of $7.5 million•Sign contracts for majority of commodities in Wave 1•Develop scorecard on cost savings and percent of spend through strategic contracts

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Table Displays still available

RETURN RETURN BY 10:20 10:20

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FY11 Highlights

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End User Services (end user computing, storage, cloud, network, and security)ITS CapabilitiesFunding & ChargebackCollaboration

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4.1 DART4.2 CTools Rationalization and Infrastructure4.3 E-Recruit applied to GSA classification

(Laurita Thomas)

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9.3.1 Contractor Safety Program

• Communication plan implementation of“U-M Safety First” contractor recognition program

• 2 safety awards from the State of Michiganto date

Achieved

Achieved

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6.1 Alternative EnergyComplete contract negotiations with DTE for one set of solar panels on campus

6.2 Planet Blue Operations TeamsHold 15 Planet Blue Open Houses5% energy reduction in Planet Blue Buildings

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6.3 Green Purchasing - Jan 2010 (Rowan Miranda)Incorporate sustainable food purchasing guideline in RFP templatesIssue report on opportunities for sustainable food purchases

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6.4 Green Transportation4 hybrid transit buses – Mar 201230 hybrid sedans – June 2012

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6.5 Green IT (Laura Patterson)Increase power save setting adoption to 80% for units that opt into the ITS computer power and patch management service

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6.6 Sustainable building construction standards and policiesReview new LEED healthcare guidelines and prepare report for ESEC – Mar 2012

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6.7 Long-term goals for campus operations sustainability

Prepare implementation strategy document for IA campus operations goals approved by ESEC

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7.1 Residential Life Initiative 2–East QuadDesign development November 2011Construction documents May 2012

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7.2 Mott & Von Voigtlander HospitalsOperations and maintenance Nov 2011Certificate of occupancy Dec 2011

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7.3 Contractor Safety PlansIssue report documenting method for review of contractor processes

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8.1 Facilities Maintenance Restructuring Health Sciences Region

(March 2012)

Staff working from region office85% available craft hours scheduledSchedule compliance 75%

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8.2 Building Services Task Team Cleaning System Implementation (OS1)

Task team cleaning implementation in 54 buildingsQA standard score of 2.70 continues to improve to 2.30Audit 5 sample buildings for process compliance of 80% and use results for further evaluation and action if target not met

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9.1 Emergency PreparednessBrief 100 building emergency managers on “Building Incident Response Team” and BRIEFS systems and roles/responsibilitiesComplete 6 tabletop exercises Evaluate EOC for operability and identify improvement needs

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9.2 Emergency Response Plans Review and update emergency response plans for OSEH, Plant Operations and DPS

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9.3 IT Disaster Recovery Enterprise Continuity(Laura Patterson)

Meet targeted milestones per approved implementation schedule

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B&F DiversityB&F Leadership AcademyB&F Forum

B&F DiversityB&F Leadership AcademyB&F Forum

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BFDC FY12 Theme: Many Voices: A Shared Dream2012 B&F MLK Convocation - January 16, 2012 Featuring a performance by Sarah Jones

http://www.ted.com/index.php/talks/sarah_jones_as_a_one_woman_global_village.html

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Announcing: B&F DIVERSITY PASSPORT PROGRAM FOR SUPERVISORS – Fall distribution

B&F Supervisors

B&F Diversity Passport for Supervisors

A tool designed to help managers and supervisors incorporate diversity activities

into B&F Departments/Units.

The B&F Diversity Passport Program for Supervisors invites you to explore the topic

of diversity with your staff, in a variety of informative, creative and fun ways.

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2011 Leadership Academy2011 Leadership Academy

Visit the Leadership Academy table to see the upcoming Action Learning Projects of the Class of 2011.

ADD PICTUREUPDATEClass of 2010

Class of 2011

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September 22, 2010 Strategic Framework Expanded Forum

October 21, 2010 Cancelled

November 10, 2011 TBD December 8, 2011 Holiday Celebration Expanded Forum

January 12, 2012 Cancelled - Encourage attendance at MLK

February 9, 2012 TBD

March 8, 2012 TBD

April 12, 2012 Provost Hanlon Expanded Forum (tent)

May 10, 2012 Deans Forum Expanded ForumExploring the Needs of Schools and Colleges

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• Tim Slottow• Erik Lundberg• Laurita Thomas• Rowan Miranda• Laura Patterson• Hank Baier• Catherine Lilly

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Thanks to you and your staff for what

you do every day!