Beginning Our Balanced Scorecard Journey

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Beginning Our Balanced Scorecard Journey
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Presentation Overview

• Why were 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
• Whats Next

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Why are we taking this journey?

• To improve our Divisions 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

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What other organizations use the BSC?

• Chancellors 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

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Whos 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

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FAS Division Vision

• Finance and Administrative Services
• Building excellence in service and
• resource management.

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FAS Division Strategy

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

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Made a special dinner for Moms Birthday
Didnt ask family members about their
food preferences before making this expensive meal
Found out that no one in the family likes olives,
a main ingredient
Next time, go out to dinner!
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Facility Services was assigned responsibility
for Building Directories. They hadnt been
updated in years.
Before Balanced Scorecard Fix it. . .Now. .
.Just do it!
After Balanced Scorecard What does my customer
want?
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What are our expectations of the Balanced
Scorecard?
Streamlined, Value-Added Services
Process-Driven Services
Individuals
Teams and Partnerships
Bureaucratic
Customer-Driven
Reactive
Strategy-Focused
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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

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Whats Next?

• We want your feedback
• Feedback form
• Visit our web site for feedback and questions
  (anonymous option)
• Well respond to your questions if you submit
  your name
• Well meet with your departments
• Well answer department-specific questions
  related to the Balanced Scorecard

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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 lostbut rememberthe importance lies
  in the journey and the partnerships we form along
  the way. Ohmost importantour purpose to build
  a university of first choice.