1

U N

I V

E R

S I T

Y

O F

C

A L

I F

O R

N I A

University of California

WORKING SMARTER

2

U N

I V

E R

S I T

Y

O F

C

A L

I F

O R

N I A

Working Smarter Timeline

Recommendations from Commission

on the Future

Presentation to the Regents

Adoption of Resolution Regarding

Administrative Efficiencies

How We Got Here…

“All Hands” Meeting and

Establishment of Framework

Finalize Work Plan and Approval of

Schedule and Milestones (Project

Owners)

Implementation, Monitor Progress and Transition to

Management

Where We Are Going…

May - 2010 July - 2010

March - 2011

March - 2010

3-4 weeks 12-48 months

Timing of the implementation of each initiative will vary as negotiated by the Sponsor and respective Project Owner

Working Smarter’s objective is to achieve and maintain a level of administrative excellence equivalent to that of the University’s teaching and research enterprises

3

U N

I V

E R

S I T

Y

O F

C

A L

I F

O R

N I A

Working Smarter Governance Structure

Advisory Group consists of the Academic Senate, COC, COVC, COVCA, CUCSA, ITLC and the Staff Advisor to the Regents

Executive Sponsor provides the official backing, resources, strategic direction and approval for the project

Project Owners will have overall responsibility for implementation

Project organization strategy will ensure engagement of key stakeholders

Advisory Group

Executive Sponsor

Project Owner

Functional Teams

Campus Managers

Lead Staff

Executive Steering Committee

Nathan Brostrom

EVP, Business Operations

Mike Gottfredson

EVC and Provost, UC Irvine

John Plotts

SVC, Finance and Administration,

UC San Francisco

Peter Taylor

CFO, Systemwide CFO Division

Tim White

Chancellor,

UC Riverside

4

U N

I V

E R

S I T

Y

O F

C

A L

I F

O R

N I A

Human CapitalManagement System

Tiger Teams

San DiegoSuper Computing

and eventually more…

BusinessSoftware

Campus and regional efforts already underway

Extramural FundAccounting System

E-Procurement

OrganizationalExcellence

OperationalExcellence

StreamlinedAdministration

FinancialSystems

ProcessSimplification

Organizational Improvement at

Individual Campuses

Existing Regional / Collaborative

Efforts

Future Regional / Collaborative

Efforts

RestructuringSteering Cmte.

Job ClassificationSystem

E-Procurement

FacilitiesMaintenance System

EfficienciesWorkgroup

USHIP / GSHIP1

and eventually more…

1 Undergraduate/Graduate Student Health Insurance Program

5

U N

I V

E R

S I T

Y

O F

C

A L

I F

O R

N I A

Working Smarter Communications Strategy

The War Room

Website

SharePoint

Digital Signage (Security desk)

Regents Meetings

Communications strategy is designed to engage the UC community and maintain the flow of information so that it is consistent and uninterrupted with the Project Owner responsible for communicating milestones

6

U N

I V

E R

S I T

Y

O F

C

A L

I F

O R

N I A

Working Smarter - Initiatives Matrix

Some initiatives are more mature but still require focus, drive and integration within the overall framework

Fiscal impact classifications

Cost savings

Cost avoidance

Opportunity cost avoidance

Revenue generation

Cash flow relief

Revenue reclassification

Milestones

Quick Wins

OP resources

Additional categories for tracking purposes include: