Communications Projects Update

1
Communications Projects Update

• Janet Kelly-Scholle, Finance Communications

2
How Does Finance Communicate With Campus?

• Business Managers listserv
• Finance Advisory Council
• University Gazette
• Business Manual
• Finance Web site

3
Business Manual Revision Overview

• Review of current format/content
• Research elements to be changed/added
• Campus user input
• Plans for revision
• http//www.ais.unc.edu/busman/

4
Review of Current Format/Content

• Policies and procedures not grouped
• Limited search capability
• No online archives, revision history
• Little or no contact information provided
• Majority of content not current
• Not viewed as reliable source for information

5
Planned Improvements

• Standard template
• Easy to navigate
• Increased search functionality
• Online policy archives
• Grouped policies and procedures
• Option to print in PDF and/or e-mail
• Whats New feature
• Links to other campus policy sites
• Instructions for drafting policies

6
Campus User Input

• Advisory group formed
• Cross-section of campus users
• Reviewed current manual
• Discussed ideas for changes
• Shared suggestions for improvement

7
Group Recommendations

• Rewrite policies and procedures in lay
  terminology, not legalese or financese
• Improved communication
• Alert campus to changes in multiple ways
• Whats New section
• Listserv announcement

8
Group recommendations (cont.)

• Form automation
• Tutorials/visual aids
• Links from unit Web pages to Manual
• Glossary of financial terms
• Content revision
• Contact information

9
Plans Where Are We?

• Reviews from campus users/advisory group members
  submitted
• Rewrites in progress
• Revised outline for policies
• and procedures
• Minor changes to Manual
• ongoing
• Communication plan for rollout under construction

10
New and Improved Manual

• Reason for policy
• Exclusions
• Special situations
• Related procedures linked directly from policies
  and vice versa
• Frequently Asked Questions (FAQs)
• Related data
• Memos, tutorials, examples, Web links
• Contact information

11
Finance Web site

• http//finance.unc.edu/
• Staff listings/organization Charts
• Departmental/staff responsibilities

12
Web site Redesign Project

• Planned redesign
• Consistency among unit Web pages
• Frequently Asked Questions added
• Full staff directory with contact numbers
• Improved navigability

13
How to Contact Us

• Unit organization charts kept current
• http//www.unc.edu/finance/
• Reporting Departments
• Staff tab
• janet_kelly-scholle_at_unc.edu