CABO Update

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Title of Presentation
CABO Update June 14, 2006
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Systemwide Quality Improvement Program
QI Program

• The QI Program will continue to focus primarily
  on the following activities / initiatives

Strategic planning / framework support Balanced
scorecard training and support Pbviews training
and support Survey administration Symposium
QI awards Best practices Process
mapping training and support Audit initiative
Knowledge / information sharing Other,
such as meeting facilitation, misc QI-related
project management and training, etc  
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Systemwide Quality Improvement Program
QI Program

• QI Program support structure
• Steering Committee
• Provides direction for QI Program activities
• Planning Committee
• Implements and carries out QI Program activities
• CO QI Program staff
• Implements and carries out QI Program activities
• Located in the Business Finance division at the
  Chancellors Office (CO)
• In the Business Solutions Services department
  within the Information Technology Services
  department

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Systemwide Quality Improvement Program
QI Program

• QI Program support structure cont
• Quality Improvement Facilitators (QIFs)
• One or two at each campus
• Typically designated to organize QI efforts at
  campus
• Receive QI Program updates
• Functional Representatives
• Campus representative for functional area
• Serves as contact between the campus function
  group and QIF / QI Program

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Steering / Planning Committee
QI Program Update

• In-person Steering / Planning Committee meeting
  in February
• Reviewed QI Program activities
• In-person Planning Committee meeting in May
• Prioritized QI Program activities
• Steering Committee meeting to confirm
  prioritization
• To be scheduled

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Strategic Planning / Framework Support
QI Program Update

• Recently conducted a campus Strategic Planning /
  SWOT analysis facilitation
• Continue to provide ongoing support for campuses
• Balanced Scorecard and pbviews training and
  support

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Annual Spring Customer Satisfaction Survey
Administration
QI Program Update

• Purpose of survey is to provide campuses with
  vital information for improving services
• Over 100 surveys were created for 16 campuses and
  the CO in 17 functional areas

Campuses Channel Islands Pomona Chico
Sacramento Chancellors Office San
Bernardino Fresno San Jose Fullerton San Luis
Obispo Long Beach San Marcos Los Angeles
Sonoma Maritime Academy Stanislaus Northridge
Surveys Accounting Library Services Accounts
Payable Mail Services Career Services
(Fac/Staff) Parking Career Services (Students)
Purchasing Facilities Shipping
Receiving Financial Aid Student
Accounts Housing Student Health Services Human
Resources (Fac/Staff) University Police Human
Resources (MPP)
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Survey Workshop
QI Program Update

• Data workshop on July 18 at LAX
• How to analyze survey data
• Assess validity of questions in survey
• Information on workshop will be sent to campus
  QIFs

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Symposium Awards
QI Program Update

• 2006 Symposium held in February at LAX
• 177 attendees
• Positive feedback received ideas to be
  incorporation into 2007 Symposium
• Eight awards given out at Symposium
• Awards given to individuals and teams
• In total, 44 award recipients
• 2007 Symposium to be held in San Francisco area
  in February

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Best Practices Initiative
QI Program Update

• Finance Best Practices
• Month End Checklist
• Complete
• Travel
• In progress
• Collecting data from campuses regarding current
  processes
• Next steps will be to compile information and
  confirm requirements
• Link to Best Practices will be added to QI
  Program website

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Process Mapping Improvement
QI Program Update

• Recently conducted Banner Collaborative process
  mapping training and follow up sessions
• Training at two campuses
• Group training and follow up review session at
  LAX
• Two internal CO process review efforts (in
  progress)
• One campus process review effort (upcoming)

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Audit Issues Initiative
QI Program Update

• Need volunteers to track the audit issues that
  are cited regarding the subject area of the audit
  topic
• Information included in CABO materials
• Will follow up with those campuses that have been
  notified of their participation in audits

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Knowledge / Information Sharing
QI Program Update

• Website recently updated with
• CABO presentations for Long Beach Dominguez
  Hills
• Spring newsletter
• Additional resources
• available to checkout

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Other Recent / Current Projects
QI Program Update

• Built Fee Revenue Management Program (FRMP)
  website
• Finance Electronic Data Interface (EDI) project
• Purpose of EDI is to expedite the transmission
  and reconciliation of transaction request forms
  used to process
• Plans of financial adjustment (PFA)
• Cash transfer letters
• Remittances
• QI Program staff
• Identified campus contacts
• Identified baseline metrics
• Will coordinate communication and training

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Up Next
QI Program

• Contact campuses involved in audit
• Need volunteers to compile data
• Teleconference call with Steering Committee
• Confirm prioritization of activities and areas of
  focus as recently identified by Planning
  Committee
• Create QI Program communication plan

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Questions? Thank you! www.calstate.edu/qi