Functional_Areas

							                       Functional Area Assessments – Project Charter

Workstream Name        Functional Area Assessments

Objective              Provide high-level diagnostics of the UW functional areas to ensure that the
                       structures, policies, and procedures in place promote the most effective,
                       efficient, and flexible delivery of services.
Scope                  Conduct two-to-three week high-level diagnostics of eight functional areas on the
                       UW campus. A high-level diagnostic will be completed for each of the following
                       functions:
                            - Facilities/Space Management
                            - Purchasing and Payables
                            - Auxiliary Operations
                            - Research Administration
                            - Business Services
                            - Enrollment Management
                            - Internal Budgeting
                            - Human Resources

                       These diagnostics will be performed using interviews, surveys, data analysis,
                       policy/procedure review, and benchmarking to establish a catalog of high priority
                       opportunities for improvement. The issues cataloged will include identified
                       process breakdowns, service challenges, potential cost savings, and institutional
                       risks.

                       These issues will guide a more in-depth review of the function to follow the high-
                       level diagnostic. At the conclusion of the initial diagnostic, a charter will be
                       drafted for each functional area that shares and prioritizes the identified issues
                       and develops a timeline for a full functional review. In addition, we will create a
                       “start-up kit” for each of the areas, including a summary of interview findings,
                       initial data analysis, benchmarking information, and high-level baseline function
                       metrics.
Critical Assumptions   N/A

Timeline               Week 1: Assessments Planning
                           • Confirm scope
                           • Set preliminary timeline
                           • Create start-up kit templates
                           • Explore availability Subject Matter Experts
                       2 to 3 Week Review for Each Functional Area
                           • Conduct interviews
                           • Gather and analyze data
                           • Build charter and start-up kits
Deliverables               • Charters for in-depth function reviews


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                                 o Catalog of high priority issues
                                 o High-level baseline metrics
                         •   Start-up toolkits for in-depth function reviews

Huron Team Members   Huron Team Members                       Huron Roles
                     Alison Leff                              Huron team lead
                     Peter Rubow                              Provide project support and analysis
                     Subject Matter Experts and additional Huron staff to be identified as needed.
UW-Madison Project   Project Sponsor                          Project Sponsor Role
Staff                Vice Chancellor Darrell Bazzell          Approves charter. Review final
                     Provost Paul M. DeLuca, Jr.              charters and start-up kits for approval.
                     Advisory Committee                       Advisory Committee Role
                     Governance and key stakeholders,         Provide regular guidance and support
                     including labor, external                through attendance at a monthly
                     representatives and administrative       meeting. Receive updates from Huron,
                     staff. Central administrative directors  and review unfolding results. Provide
                     serve as ex-official members.            feedback on issues for consideration,
                                                              charters, start-up kits, and timing for in-
                                                              depth reviews.

                     Project Manager                               Project Manager Role
                     Alice Gustafson                               Partner with the Huron team lead,
                                                                   marshal necessary UW-Madison
                                                                   resources, work with Huron on detailed
                                                                   project plan.
                     Subject Experts                               Subject Expert Role
                     Functional leadership                         Participate in interviews, assist in data
                     Administrative Council members                collection, and provide feedback for
                     Departmental administrators                   charters and start-up kits. May be
                     Campus stakeholders                           asked to serve on eventual functional
                                                                   working group.
                     Additional individuals to be identified jointly between Huron and UW-Madison
                     project sponsor.




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