Division of Budget and Finance

Strategic Plan

Finance & Administration Department Strategic Planning Crosswalk to University Strategic Plan

SDSU Strategic Goal 1: Achieve Excellence Through Transformative Education
SDSU Strategic Goal 2: Cultivate and Strengthen Community Engagement
SDSU Strategic Goal 3: Foster Innovation and Increase Research, Scholarship and Creative Activity (RSCA)
SDSU Strategic Goal 4: Be a Growing, High-Performing and Healthy University

Finance & Administration Strategic Goal 1: Achieve Excellence Through Transformative Education

Strategic Goal 1: Achieve Excellence Through Transformative Education
*College/Department/Unit Strategies*	*Relationship to University Goals and Strategies*	*Tactics*	*Timeline*	*Resource Allocation*	*Key Performance Indicators*	*Leader / Accountable Person*
Increase Student Internships, Grad Assistantships, Work Study/ Work Opportunities across our entire department	Goal 1; Strategy 1-3	Jackrabbit Central Opportunities for Apparel Merchandising/Consumer Affairs Programs—Downtown Store as a Lab	2019/2020	Budget for Work Study/Student Positions	Established Internship Creation of Lab	Derek P. Marc S.
Provide Exposure in the Classroom to Real-World Work Experience	Goal 1; Strategy 1-3	Guest Lecture Opportunities for a variety of Programs for real-world examples	Ongoing	Current resources	Increase in # of Guest Lectures we do	1. Derek P. 2. Marc S.
Promote Jackrabbit Central 1st Day Access Enrollment to increase Student Success & Realize Cost Savings	Goal 1d; Strategy 2	Developing Information Education Sessions to get the word out Help Develop Training on this Tool	Ongoing	Current resources	Increased adoption based on Section #, # of Students, # of Faculty Calculate Savings to Students	Derek P.
Support the Strategic Enrollment Management targets and Facility needs to accommodate—Provide/Update/Maintain	Goal 1; Strategy 2	Streamline Facilities Space Utilization F&S Capital Project Planning	Annual Basis		Completion of American Indian Student Center Reports & Graphs from Board Office	Dean K.
Everyone is a Recruiter!	Goal 1; Strategy 3	Embrace our People-centered Core Value in everything we do and everyone we see on Campus and beyond Create and offer training on student recruitment Offer training on core value of people centered and how it plays into recruitment. Engaged employees are the best recruiters	12/2019 and then ongoing for all new hires within first six months of employment	Time to develop and deliver training	Increase in Enrollment Improved scores on Great Colleges Survey Increased employee engagement through Great Colleges Survey data	Marc Serrett, Human Resources
Explore Opportunities for Employee and “Child/Spouse of Employee” Benefit—Tuition Benefit Options	Goal 1; Strategy 3	Draw up proposal to offer instate tuition to children of new employees. Submit proposal to senior management Create a cost estimate Explore the possibility of something similar to what the tech schools are doing with the “build Dakota” program.	Spring 2020	Negligible	Increase in recruitment of outside the area candidates Retention improves for employees	Marc Serrett, HR
Provide Personal Finance Class/Workshop for Students	Goal 1; Strategy 3b	Partner with Extension to Develop & Deliver Live or Link to Video	2021		# of Participants Student Debt Data trends at SDSU	Karen J.

Finance & Administration Strategic Goal 2: Cultivate and Strengthen Community Engagement

Strategic Goal 2: Cultivate and Strengthen Community Engagement
*College/Department/Unit Strategies*	*Relationship to University Goals and Strategies*	*Tactics*	*Timeline*	*Resource Allocation*	*Key Performance Indicators*	*Leader / Accountable Person*
Recruit Diverse Faculty/Staff	Goal 2; Strategy 1 a	Create a comprehensive plan on how we will recruit/retain Diverse Faculty/Staff Study what has worked for other areas (ex. Pharmacy) Diversity Advocate 2.0	12/2019		Female and minority recruitment	Marc S.
Create On-boarding process	Goal 2; Strategy 1 b	Create Plan and Training Modules for each role/unit Process vs Policy Modules for Leadership/Supervisors Modules for Front-Line Staff Create a “Welcome Wagon”-type process to bring new members to the F&A team Encourage departments to have a buddy or informal mentoring program Expand mandatory orientation in HR with Standard Start Dates. Add: professional development, introduce senior team, video with all areas of SDSU portrayed, info about Brookings, ways to get involved in the community on day 1. Assist all hiring managers with building their own customized onboarding plan or checklist Hand out discounts to all new employees during orientation Market hobo tech purchase program to new employees	12/2020 Finance & Administration Pilot 12/2022 Campus Wide	Significant	Level 1 and 2 training assessments, which would include feedback from the supervisors Employee retention	Marc S. Derek P. Becky D.
Require Emp. Photos & Supervisor Info on InsideState Directory	Goal 2; Strategy 1	Draft policy and process to get all pictures taken during orientation Schedule with card services prior to orientation	Spring 2020	No additional	% of employees with picture on inside state increases	Marc S.
Create on-demand videos to explain Finance & Administration units to support on-boarding, refreshers and on-demand information for all employees (internal & external to Finance & Admin.)	Goal 2; Strategy 1b	Provide general Finance & Administration information in a series videos to allow new employees to watch during their on-boarding and to have available for a refresher. Provide special topics in this format available as needed Develop an easy to use training Website Develop internal videos to ensure institutional knowledge on processes Training Administrator to Schedule, Track, Market/Promote Develop more in-depth manual with other departments Use multiple formats such as in-person trainings, group discussion & accessible on-demand web content	Ongoing	Re-invest current resources	Five external videos per year (25 by 2023) Two internal videos per year (10 by 2023) Metrics developed to analyze usage and value.	Mike H.
Encourage Employees Engaging with the Community	Goal 2; Strategy 1e	Explore possibility of matching or in-kind donations by SDSU Explore the possibility of community service release time for employees	Summer 2020 and then ongoing	Cost of lost productivity	Employee satisfaction through Great Colleges Survey	Marc S.
Market/Communicate the hours we “Give Back” to the community through our work after-hours on Boards, Junior Achievement, Training/Speaking Presentations	Goal 2; Strategy 1e	Grow to Capture Hours Market on Finance & Administration Website	Summer 2020	No additional	Increase # of Employees engaging on Boards, Etc.	Becky D.
Create Talking Points for Employees for Major Projects/Major Happenings on Campus	Goal 2; Strategy 2	Create Marketing for Employees to Talk about the Affects SDSU has on Brookings—What Brookings IS w/ SDSU (What it would be w/out it)	Ongoing	Minor – will need input from university marketing department	Great Colleges Survey Improved community relations	Dean K. Mike H.

Finance & Administration Strategic Goal 3: Foster Innovation and Increase Research, Scholarship and Creative Activity (RSCA)

Goal 3: Foster Innovation and Increase Research, Scholarship and Creative Activity (RSCA)
*College/Department/Unit Strategies*	*Relationship to University Goals and Strategies*	*Tactics*	*Timeline*	*Resource Allocation*	*Key Performance Indicators*	*Leader / Accountable Person*
Increase Assessment & Scholarly Decision Support	Goal 3, Strategy 1-3	Collaborate with colleagues to conduct scholarly work Publish or present scholarly work Participate in workshops and organizations to stay current on assessment and IR trends	Ongoing	Current resources	Number of internal and external assessment and IR related publications, and presentations Number of professional development opportunities	Jana H.
Leadership Training (Established & Training)	Goal 3; Strategy 1	Established Curriculum Timeline Accountability	Dictated by policy	Dedicated training coordinator Cost of training	Great Colleges Survey Level one and level two training evaluation for participants.	Marc s.
Rewards/Recognition for Innovative Ideas	Goal 3; Strategy 1	Quality circle type of program	Spring 2020		Amount of awards given out Great Colleges Survey	Becky D.
Implement Shared Service Center across AHSS, EHS, Nursing, and Natural Sciences	Goal 3; Strategy 2d	Research best practices Communication pilot with all involved (Deans, Dept. Heads, faculty, and staff) Develop Organizational Structure Leverage Structure to implement Lean initiatives.	2 years	Redirection of current resources	Structure developed and all units transitioned in FY20 Develop metrics to benchmark against current practice. Improve Service Increased Knowledge Reduction of time spent on Admin Tasks Develop satisfaction survey.	Mike H.
Implement Shared Service Center across remaining Colleges and Other Academic Units (as Possible)	Goal 3; Strategy 2d	Research best practices Communication pilot with all involved (Deans, Dept. Heads, faculty, and staff) Develop Organizational Structure Leverage Structure to implement Lean initiatives.	2 years	Redirection of current resources	Structure developed and all units transitioned in FY21 Develop metrics to benchmark against current practice. Improve Service Increased Knowledge Reduction of time spent on Admin Tasks Develop satisfaction survey.	Mike H.
Implement Shared Service Center across other Administrative Areas: Facilities, Athletics, Student Affairs, Research, etc.	Goal 3; Strategy 2d	1. Research best practices 2. Communication pilot with all involved (Deans, Dept. Heads, faculty, and staff) Develop Organizational Structure Leverage Structure to implement Lean initiatives	3 years	Redirection of current resources	Structure developed and all units transitioned in FY21 Develop metrics to benchmark against current practice. Improve Service Increased Knowledge Reduction of time spent on Admin Tasks Develop satisfaction survey.	Mike H.

Finance & Administration Strategic Goal 4: Be a Growing, High-Performing and Healthy University

Goal 4: Be a Growing, High-Performing and Healthy University
*College/Department/Unit Strategies*	*Relationship to University Goals and Strategies*	*Tactics*	*Timeline*	*Resource Allocation*	*Key Performance Indicators*	*Leader / Accountable Person*
Develop “Culture of Communication” Improved Transparency & Timely Communication Internal & External to F&A department	Goal 4; Strategy 1 b, e	Improve Communication w/in Unit Implement Consistent Recurring Meetings @ Dept/Unit/Mgr Levels (all levels) Improve Communication across Campus Identify Key Stakeholders for each piece of Communication Create F&A Website Build into supervisor curriculum	Ongoing	Staff Time	Great Colleges Survey Website Hits Current vs Future Meeting Examples Survey I/C Committee	Becky
Incorporate Core Values Discussion into everything we do	Goal 4; Strategy 1 b, e	Hire to them Build into PDs Include in Eval Include in Meetings Include in On-boarding Include in Wall Art Include in Marketing/Videos	Spring 2020	Current resources	Great Colleges Survey Improved Performance (Metric/How Measure) Improved Retention Rates for high turnover areas (Ex. Custodial)	Marc S.
Create a Culture of Sustainability on Campus	Goal 4; Strategy 3a	Have Events & Programs that engage Faculty, Staff & Students in the Concept of Sustainability Offer Educational Opportunities to learn about the concepts of Sustainability Provide Opportunities for Students to be involved in Sustainability	Ongoing	Invest/Re-invest current resources	Attendance/Involvement in Sustainability efforts on Campus Increased attendance & participation with Sustainability efforts on Campus	Dean K./Jennifer McLaughlin
Improve Quality of Life in Workplace	Goal 4; Strategy 1d	Cross Train Supervisor training Atmosphere Flexibility—Work/Life Balance	Spring 2020	Current resources	Retention 2020 Great Colleges Survey	Marc S.
Create & Continuously Improve Onboarding and Professional Development programs/processes for every role/every staff member	Goal 4; Strategy 1c	Discuss with HR Develop Meet annually to review/improve process Quarterly Goal Review w/ Supervisor Create university wide committee	Spring 2020	Current resources	Retention Great Colleges Survey Level 2 training effectiveness survey	Marc S.
Align Recruitment, evaluations, rewards systems based on position-specific core competencies	Goal 4; Strategy 1	Develop behavioral based interview questions focused on core competency identification Roll out interview and selection guide and training Review and update NFE evaluation form Coach supervisors on how to update ACEs	Summer 2020	Current resources	Improved retention Great Colleges Survey Survey of stakeholders (ex. President’s Council)	Marc S.
Train to Improve Support of Performance Management Systems	Goal 4; Strategy 1	Supervisor training on performance management	Fall 2019	Current resources	Great Colleges Survey Improved performance in the units Stakeholder survey	Marc S.
Train on Selection Process—Hire the Right People	Goal 4; Strategy 1	Develop more robust training for supervisors on selection and hiring process	Fall 2020	Training coordinator	Stakeholder survey (DDD group) Retention rates	Marc S.
Better use of the Resources we have	Goal 4; Strategy 3	Sit in Classes for Prof. Development Opportunities Better use of the Technology we have/Training on capabilities of things of Tech. like Zoom Be Intentional w/ our own trainings	Ongoing	Current Resources	SSC’s List of Training Track Attendance (Self-Report)	Marc S. Derek P.
Create a Culture of Accountability	Goal 4; Strategy 1b	Work with Deans and VPs on Accountability Structure Collect Data on Error Rates Train on performance management Training on crucial conversations	Ongoing	Current Resources	Develop a way to track Less Errors passed downstream in process	Karen Jastram Marc Serrett Jim Ducker
Regular Feedback on these Strategic Plan Goals	Goal 4; Strategy 3	Implement Regular Meetings to review at various levels. Quarterly staff meetings to review during Management Meetings Dept. Brainstorming—How are we an obstacle?	Immediate	Current resources	Progress on strategic plan implementation	Rob K.
Increase Data Informed Systems	Goal 4; Strategy 3b	Consistent Use/Consistent Systems More Training on Business Intelligence & using the data Implement Interim/Impactful Timely Reporting Implement Auxiliary Forecast Simulation Tool Data Analytics for Internal Audit Train Employees on the Reports they are getting More Analysis/Less Processing	Ongoing	Current resources		Jana H.
Internal Control & Compliance	Goal 4; Strategy 3b	Data Analytics for Internal Audit More Analysis/Less Processing Create I/C Committee	FY20	Invest/Staff Time	Committee Meeting Quarterly	Jim D.