Office of the CFO: office-wide strategic plan

The Office of the CFO's three-year strategic plan clarifies that our main objective between FY2014 - 2017 is to: provide innovative, collaborative, client-focused financial, analytical and administrative management to our campus partners while providing our team clarity, focus and the space for creativity. Our office of approximately 300 employees plans to accomplish this objective with five key strategies, each aligned to specific projects assigned to senior staff with the CFO organization. 

FY2014 - 2017 Office of CFO strategies:

  1. Achieve financial strength - Align financial resources to campus strategies.
  2. Simplify processes - Standardize and simplify policies, business processes and internal controls for campus partner satisfaction, greater efficiency and compliance. 
  3. Build a service oriented model of campus engagement - Engage campus partners through adoption, acceptance and satisfaction of applications, processes and tools.
  4. Leverage data for strategic decision making - Leverage and institutionalize financial, academic and human resource data sets for strategic decision making.
  5. Promote collaboration and professional development – Build and maintain a culture of collaboration and continuous professional development that supports accountability, engagement and opportunity.

These strategies are intended to help us adopt a service model that puts campus units at the center of our work, and to measure our success on the success of the units we support. The strategy document itself is an essential first step in our strategic planning process and communicating expectations to our campus partners. Internally, the strategies will help create greater clarity and focus for CFO team members and confirm our office's investment in idea generation, engagement, and planning.

Office of the CFO: unit-specific strategic plans and progress updates

Each unit within the Office of the CFO prepares a department-level OGSP to further define strategies and plans specific to their areas of responsibility. Each unit provides a quarterly progress update on their initiatives. Unit specific strategic plans and quarterly progress updates are available in the table below.

UNIT OGSP  Q1 Progress Updates Q2 Progress Updates Q3 Progress Updates
Controller Controller-OGSP Controller - Q1 Status Update Controller - Q2 Status Update Controller - Q3 Status Update
Financial Planning & Analysis FP&A-OGSP FP&A - Q1 Status Update FP&A - Q2 Status Update FP&A - Q3 Status Update
Change Management/Communications/Training Change-OGSP Change - Q1 Status Update Change - Q2 Status Update Change - Q3 Status Update
Property Management Property-OGSP Property - Q1 Status Update Property - Q2 Status Update Property - Q3 Status Update
Library Bindery Library-OGSP Library - Q1 Status Update Library - Q2 Status Update Library - Q3 Status Update
Supply Chain Management SCM-OGSP SCM - Q1 Status Update SCM - Q2 Status Update SCM - Q3 Status Update
Business Contracts & Brand Protection BCBP-OGSP BCBP - Q1 Status Update BCBP - Q2 Status Update BCBP - Q3 Status Update
University Health Services UHS-OGSP UHS - Q1 Status Update UHS - Q2 Status Update UHS - Q3 Status Update

CFO STAFF: ACTION PLAN

Office of the CFO staff are encouraged to complete their FY 2015-16 OGSP Action Plan to map out how their day-to-day work supports the five key strategies.

For more information about the strategic plan format used by the Office of the CFO, visit One Page Solutions.