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Department of State Treasurer Overview

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Department of State Treasurer Overview Provides highlights of DST Operating Model and Organizational Information May 2012 * * * * * * * * * Department of State ... – PowerPoint PPT presentation

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Title: Department of State Treasurer Overview


1
Department of State Treasurer Overview
Provides highlights of DST Operating Model and
Organizational Information
May 2012
2
Department of State Treasurer Overview
  • Introductions
  • What defines the State Treasurer
  • Department of State Treasurer Structure
  • Core Services Overview
  • A Day in the Life of the State Treasurer
  • Department Strategic Plan - Vision, Mission and
    Goals
  • Strategic Plan Governance Structure
  • Department Human Capital Programs
  • Information Resources and Reports
  • DST 101 Next Steps and Questions

3
What defines the State Treasurer
  • 1 of 10 executive branch officials in the N.C.
    Constitution
  • Elected to 4-year term
  • No term limits
  • Chapter 147, Article 6 defines the Treasurers
    duties
  • Chapter 143A, Article 4 defines the Department of
    State Treasurer
  • Treasurer may authorize a deputy to perform any
    duties pertaining to the office.

4
Department of State Treasurer Structure
State Treasurer (1784)
Banking Operations (1929)
Investment Management (1943)
Local Government Commission, Escheats Fund,
Retirement System (1971)
State Health Plan for Employees and
Retirees (1975-1982) (2012-present)
12 additional boards and commissions (Board of
Education, Community College Board, Global
Transpark Authority, NC Housing Partnership)
5
Department Senior Leadership
6
Why are core services necessary?
  • Minimize risks and develop consistent processes
    in a growing department
  • Improve quality, coordination and efficacy
  • Support an executive with broad responsibilities
  • Support a strategic framework for making
    decisions department-wide

7
Treasurer Cowell October 30-November 5
8

DST Strategic Plan - Overview
The 20102012 Strategic Plan provides the vision,
mission, strategic goals, and performance
measures for ensuring the desired results for the
Department of State Treasurer.
  • Strategic Plan Outline
  • Vision and mission
  • Core values
  • Objectives
  • Initiatives
  • Performance measures
  • Flexibility for Optimal Success We will
    consistently evaluate the plan components,
    prioritize objectives, adjust timelines, and
    allocate resources as needed to ensure effective
    and efficient achievement of goals, and maximum
    results.
  • Process Establish a baseline and envision a
    desired future of the Agency that would create
    and maintain a fiscally sound and prosperous
    North Carolina.
  • Incorporating Diverse Perspectives from Multiple
    Levels The Plan is the result of a collaborative
    planning process, incorporating diverse
    perspectives from all levels and divisions of the
    Department.
  • Environmental Assessment An environmental
    assessment and S.W.O.T. analysis of the
    Department and its ability to perform its duties
    were conducted.
  • Focus on Continuous Improvement Data gathered
    during the implementation of the strategic plan
    will be used to further improvements and provide
    continuous, added value to the citizens of North
    Carolina.

9
DST Strategic Plan Vision, Mission, Values
Vision Our vision is to create and maintain a
fiscally sound and prosperous North
Carolina. Mission Our mission is to exercise
fiduciary oversight and provide outstanding
customer service that provides value to, and
instills confidence by, the states citizens,
customers, and financial community. Core
Values Each of the following core values of the
North Carolina Department of State Treasurer is
implement consistently at all levels, across all
departments and initiatives.
10

DST Strategic Plan Goals
  • The 2010-2012 Strategic Plan identifies the
    following 8 goals for the Department
  • Protect the Pension by Optimizing Returns and
    Plan Design Features
  • Apply Conservative Debt Management Practices to
    Maintain the States AAA Bond Rating
  • Ensure Transparency, Ethics, and Accountability
  • Increase Customer Service
  • Increase Operational Efficiencies and Improve
    Risk Management
  • Contribute to State Innovation and Economic
    Development
  • Advance Financial Literacy across North Carolina
  • Ensure the State Heath Plan Transition

11
Strategic Plan Framework Recap
  • The framework ensures
  • Alignment with the vision, mission, and
    organizational goals
  • Incorporation of core values
  • Use of performance measurement to realize,
    increase, and ensure results

12
Strategic Plan Governance Structure Overview
Department of State Treasurer Strategic Plan
Program Office Management Model
Steering Committee
External Support (Committees)
Program Management
Governance (Committees)
Steering Committee Owner TBD
Policy and Procedure Management Fran Lawrence
Scheduling and Event Management Andrew Holton
Departmental (External) Policy Jay Chaudhuri
Steering Committee Owner TBD
Compliance and Risk Assessment Jay Chaudhuri,
Lori Daniels
Facilities Management Andrew Holton
Steering Committee Owner TBD
Constituent Services David Starling
Administration Management Melissa Waller
Steering Committee Owner TBD
Data Management and Reporting Bill Golden, Andrew
Holton
13
Program Office Program Management Structure
DST Strategic Plan (Including Goals and
Objectives) Governing documents for portfolio,
program, or project creation
Program Office Board (Steering Committee) Oversigh
t of programs, policy, and performance toward
achievement of the DST Strategic Plan
Program Office
Program Managers (Steering Committee
Owners) Accountable for tracking program groups
and reporting to overall Program Office
Project Owners/Managers Accountable for
success/responsible for execution and management
14
Governance and External Support Committees
  • Each committee
  • Convenes monthly
  • Has a charter
  • Is responsible for providing reports to Steering
    Committee Monthly Updates, Dashboard Updates,
    Bi-annual Report, and Annual Reports

Governance (Committees)
Policy and Procedure Management Fran Lawrence
Compliance and Risk Assessment Jay Chaudhuri,
Lori Daniels
Constituent Services David Starling
Data Management and Reporting Bill Golden, Andrew
Holton
External Support (Committees)
Scheduling and Event Management Andrew Holton
Departmental (External) Policy Jay Chaudhuri
Facilities Management Andrew Holton
Administration Management Melissa Waller
15
Department Human Capital Program Overview
The Department places a high priority around
Human Capital Investment in the following areas
Performance Management, Enrichment, Employee
Involvement. The following tables describe these.
16
Department Human Capital Program Overview
Enrichment Resources are available for a variety
of topics in several formats for employees
17
Department Human Capital Program Overview
Employee engagement is critical for Department
successes. There are a variety of employee
involvement opportunities supporting this.
18
Department Information Resources
A variety of Department Information Resources are
available in multiple formats.
19
Department Reports
A variety of Department Reports are available in
multiple formats with timely information and
updates.
20
DST 101 Next Steps Questions
  • Department of State Treasurer 101 Next Steps
  • Review initial DST 101 information with SHP
  • Schedule additional DST Divisional 101 Sessions
  • All Employee Specialized Presentations
  • Lunch and Learn Sessions
  • Other Suggested Forums
  • Continue DST/SHP Transition Program Management
    work
  • Continued partnerships across the Department

21
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