F&A Advisory Group Survey Results Jeanmarie Spinetti

Response Overview Invites: 94 ( F&A Group list) Visits: 48 Partially Completed: 1 Completed: 33

Results How long have you been a member of the F&A group? ▸6%: less than 6 months ▸19%: 6 months to less than 1 year ▸9%: 1 year to less than 3 years ▸28% : 3 years to less than 5 years ▸38%: 5 years or more How often do you attend F&A Advisory Group Meetings? ▸28%: Always ▸53%:Frequently ▸12%: Sometimes ▸6%:Rarely ▸0%:Never

Results What is your overall satisfaction with the F&A Advisory Group? ▸34%:Very satisfied ▸47%: Somewhat satisfied ▸12%:Neutral ▸6% :Somewhat dissatisfied ▸0%:Very dissatisfied How often do you find the information presented during the F&A group to be relevant? ▸31%:Always ▸47%:Frequently ▸22%:Sometimes ▸0%:Rarely ▸0%:Never

Results Please rate in order the importance the following reasons for attending F&A Advisory Group Meetings. Top number is the count of respondents selecting the option. Bottom % is percent of the total respondents selecting the option. Very Important 1 Important 2 Somewhat Important 3 Somewhat Not Important 4 Not Important 5 Budget Updates 14 45% 7 23% 5 16% 3 10% 2 6% Policy Changes 11 34% 7 22% 2 6% 1 3% General overview of college/unit department initiatives 3 10% 2 6% 3 10% 5 16% 18 58% Human Resource Management 1 3% 6 20% 5 17% 13 43% 5 17% Fiscal Management (i.e. financial upgrades, bill pay, department metrics) 3 10% 6 19% 11 35% 8 26% 3 10%

Results Suggestions for improving the F&A Advisory Group? ▸Longer lead time for agenda ▸Allow for more time to discuss important topics ▸More presentations from key groups (ORSP, Budget, Controllers, etc.) ▸Change meeting times ▸Introductions every other month ▸Avoid repeating things, often times things are repeated from meeting to meeting with little or no changes ▸Shorten presentations ▸More timely budget and financial information ▸Provide a brief update on ongoing projects.

Results What information would you like presented at future meetings? HR ▸Onboarding ▸Improve Personal Action form process ▸Performance evaluation tool ▸How job descriptions are evaluated Budget (discussion of internal processes) ▸Vacancy Review Committee (VRC) ▸Budget submission ▸FTE per unit and how are they allocated Create workflow charts for departments to use to ensure accuracy and prompt turnaround. This will help with understanding the processes of paperwork.

Continue Results Overview Please provide other comments about the F&A Advisory Group. ▸Less packed agenda ▸Meetings are productive and informative. ▸Meetings strike a good balance with different topics and information presented. ▸Presentations are too long. More high level detail is helpful. ▸Mid-morning vs. afternoon ▸Send earlier agenda ▸More time for discussion

Recommendations ▸Provide longer lead time for agendas (1 week) ▸Include time allotments for each agenda item to improve meeting effectiveness (this should also include time for discussion and questions) ▸Change time of meeting to mid-morning (10am to 12pm) ▸Create a time for brainstorming (September)

Questions & Comments