Beginning Our Beginning Our Balanced Scorecard JourneyBalanced Scorecard Journey

Presentation OverviewPresentation Overview

Why we’re taking this journey What other organizations use the Balanced

Scorecard The Core Team and Leadership Team The FAS Vision and Strategy Our Strategy Map Examples Our Expectations of the Balanced Scorecard Where do I start What’s Next

Why are we taking this journey?Why are we taking this journey?

To improve our Division’s effectiveness To focus efforts across the Division towards a single

strategy To improve the culture and climate of our division To help us prioritize daily activities To assist us with making choices while continuing to

deliver services to the campus community To measure our progress towards improvement in these

areas

What other organizations use What other organizations use the BSC?the BSC?

Chancellor’s Office Cal Poly SLO, San Jose State, Chico

State, CSU Fullerton, CSU San Bernardino, Cal Poly Pomona, Sonoma State, Monterey Bay, Long Beach

UCSD, UC Berkeley, UC Irvine Ritz Carlton, FedEx, Southwest Airlines

Who’s Been Involved So Far. . .Who’s Been Involved So Far. . .

Leadership Team – Steve Garcia, Suzanne Green, Abbi Stone, Art Torres, Barbara Dovenbarger, Bob Page, Brenda Woeckener, Chuck Walden, Dean Manship, Dora Knoblock, Gina Frasca, Linda Hawk, Linda Leiter, Melody Kessler, Rich Parzonko, Russ Decker, Tom Schultheis

Core Team – Tanis Brown, Bella Newberg, Nancy Quinn, Cathy Rank, Katy Rees, Abbi Stone, Brenda Woeckener

FAS Division VisionFAS Division Vision

Finance and Administrative Services:

Building excellence in service and

resource management.

FAS Division StrategyFAS Division Strategy

With input from our customers, we will identify and prioritize the Division’s core activities, and with cost-reduction mechanisms, innovation, and acquisition of new resources, deliver customer-focused financial and administrative services that meet CSUSM’s strategic program and growth priorities.

Made a special dinner for

Mom’s Birthday

Didn’t ask family membersabout their food

preferences before makingthis expensive meal

Found out that no onein the family likes olives,

a main ingredient

Next time, go out to dinner!

Facility Services was assigned responsibility forBuilding Directories. They

hadn’t been updated in years.

After Balanced Scorecard:What does my customer want?

Before Balanced Scorecard:Fix it. . .Now. . .Just do it!

What are our expectations of the What are our expectations of the Balanced Scorecard?Balanced Scorecard?

Streamlined, Value-Added Services

Process-Driven Services

Individuals Teams and Partnerships

Bureaucratic Customer-Driven

Reactive Strategy-Focused

Where do I start?Where do I start?

Read the Strategy Map Review the Four Perspectives of the

Balanced Scorecard: Customers Financial/Regulatory Internal Processes Learning & Growth

Visit our web site at www.csusm.edu/bsc Ask questions

What’s Next?What’s Next?

We want your feedback– Feedback form– Visit our web site for feedback and questions

(anonymous option)– We’ll respond to your questions if you submit your

name

We’ll meet with your departments– We’ll answer department-specific questions

related to the Balanced Scorecard

Let the journey begin. . .Let the journey begin. . .

Please take a ride in this new vehicle, the Balanced Scorecard. Enjoy the journey with us. We will provide guidance along the way. Some parts of the journey may be bumpy & occasionally we may get lost…but remember…the importance lies in the journey and the partnerships we form along the way. Oh…most important…our purpose: to build a university of first choice.