1. Beginning Our Balanced Scorecard Journey

2. Presentation 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

3. 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

4. What other organizations use 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

5. 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

6. FAS Division Vision Finance and Administrative Services: Building excellence in service and resource management.

7. FAS 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.

10. Made a special dinner for Mom’s Birthday Didn’t 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!

11. Facility Services was assigned responsibility for Building 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!

12. What are our expectations of the Balanced Scorecard? Streamlined, Value- Added Services Process-Driven Services IndividualsTeams and Partnerships BureaucraticCustomer-Driven ReactiveStrategy-Focused

13. 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/bscwww.csusm.edu/bsc  Ask questions

14. 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

15. 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.