Control Our Own Destiny

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Create, manage, and invest in our financial, human, and physical resources to support the mission of the university. 

  • Generate financial resources
  • Align resources with the strategic plan
  • Implement a compensation/human resources plan
  • Create and invest in our physical resources

Suggested University-Level Action Items:

  • Proceed with the capital campaign.
  • Research and implement a new budget process.
  • Complete the program prioritization process.

Strategic Planning Team Meeting Notes of Nov. 24, 2014

Members in Attendance:
Rob Cramer, Vice Chancellor for Administrative Services
Angela Udelhofen, Assistant Chancellor for Admission and Enrollment Services
Dr. Tera Montgomery, Professor of Dairy Science and Dairy Management
Holly Clendenen, Director of University Advancement
Dr. Keith Thompson, Structural Engineer and Associate Professor in the Department of Civil and Environmental Engineering
Dawn Drake, Executive Director of Alternative Delivery Systems
Cathy Riedl-Farrey, University Controller and Director of Financial Services
Dan Wackershauser, Communications Specialist/Editor, University Information and Communications

The meeting began with discussion about the group’s continued work on the budget review model. Members discussed the budget outlook and where new revenue opportunities may come from. Following the 2014-15 academic year, the general operating budget is projected to show a deficit. Several issues will be on the table for discussion to help balance the budget.

The committee also discussed student retention, which was noted as being at 77.5 percent between freshmen and sophomore year. A data team will be established to assist with a variety of data needs related to strategic planning and the four priorities.

The budget draft principal models have been presented to campus governance groups recently. Six open sessions were held, as well as targeted meetings with specific constituencies.

Huron consultants will send feedback to the steering committee.

The steering committee will meet Dec. 1 and then will forward recommendations to the chancellor the following week.

  • Compensation Subcommittee – Due to the hectic time of the semester, the group has yet to meet. According to Thompson, they would like a few HRS data system issues resolved and then move forward with the team.
     
  • Cost Savings Subcommittee – The search and screen team met. The human resources team has the ITP project moving forward to make improvements. It will be an advisory capacity for HR. They would like to automate an efficient process. The executive group met to discuss it.
     
  • Efficiencies Subcommittee – The subcommittee is investigating the possibility of implementing Image Now software, including sharing licensing with additional UW System institutions.
     
  • Corporate Partnerships Subcommittee – The subcommittee may meet during the winter break.

The next meeting for Team Destiny will be Dec. 18.

Strategic Planning Team Meeting Notes of Oct. 30, 2014

Members in attendance:

Rob Cramer, Vice Chancellor for Administrative Services
Dr. Charles Cornett (chair), Professor of Chemistry
Cathy Riedl-Farrey, University Controller and Director of Financial Services
Dawn Drake, Executive Director of Alternative Delivery Systems
Dr. Keith Thompson, Structural Engineer and Associate Professor in the Department of Civil and Environmental Engineering
Angela Udelhofen, Assistant Chancellor for Admission and Enrollment Services
Holly Clendenen, Director of University Advancement
 

On Oct. 20, Huron consultants were on campus to discuss possible budget models, as well as three panelists (Sheila Gestring from the University of South Dakota, Phil Lyons from UW-Stout and Steve Wildeck from UW Colleges and Extension). There was an open session attended by approximately 35 people. The panelists also met with the steering committee. UW-Stout set up a steering committee and is looking at the Nevada model.

RCM model weights different disciplines to reflect different costs. University of South Dakota is ending its third year.
Riedle-Farrey noted that one of the points is the need to have more finance skills throughout the organization. The Guiding Principles will be on the website. A copy of the Guiding Principles will be sent to the Destiny team and shared with the senates, senior team and deans. The final due date is at the end of the month. She has started Phase II with Huron. Cramer has presented information at the College of EMS Executive Council, and the College of BILSA. Dr. Melissa Gormley and Riedl-Farrey will be attending the College of LAE meeting.

Feedback from William Draves was discussed during the Champions Group meeting. Drake will follow up with Draves to get more data and resource information from the presentation he gave. Do we want to have a single group organize speakers? Possibly a tighter process in a series, instead of independent events is warranted. The action teams should send notes to Cramer. The overall report has not been shared with the Senior Team yet. The data team will follow-up – resource to all four priority teams – Nettie Daniels will help, but at this point it is premature.

The subcommittees presented reports.

The compensation subcommittee has met twice. Barb Barnet gave past URSTP. Cathy Kutka and John Lohmann discussed HRS. The information is used differently by different departments. Daniels provided peer institutions for discussion. The CUPA accounts are limited. There are a lot of errors in HRS. There are problems doing salary analysis. Press for HR to put together a request for support, possibly an LTE to go into the system and fact check and put in new fields. Stevens Point presented at the Board of Regents. There is also information from Oshkosh. This information will be shared with Keith. COACHE survey – Dominic Barraclough was at the last meeting. APC wants the data.

Cost Savings. The search and screen team is meeting tomorrow. HR has an ITP (Image Now) project. A business analyst needs to review.

Revenues. The team has met three times. The first meeting – tried to put parameters in place. The second meeting – talked to people to get ideas and bring suggestions and do brainstorming. The third meeting – how do we get more ideas? The idea of sending out a survey to campus was discussed (two or three questions). There was some disagreement regarding this idea. It was suggested to look at the Foundation Board ideas. Drake said they would have a list of recommendations by January.

Summary report template. Clendenen suggested using the same template that Cramer created. She will send out a blank template to the group.

Strategic Planning Team Meeting Notes of Sept. 23, 2014

Members in attendance:

Dr. Charles Cornett (chair), Professor of Chemistry
Cathy Riedl-Farrey, University Controller and Director of Financial Services
Dawn Drake, Executive Director of Alternative Delivery Systems
Dr. Tera Montgomery, Professor of Dairy Science and Dairy Management
Dr. Keith Thompson, Structural Engineer and Associate Professor in the Department of Civil and Environmental Engineering
Angela Udelhofen, Assistant Chancellor for Admission and Enrollment Services
Rob Cramer, Vice Chancellor for Administrative Services
Dan Wackershauser, Communications Specialist/Editor, University Information and Communications
 

Evaluation continues on the possibility of implementing a new budgeting model. Consultants from Huron hosted an open forum recently, with 35 people in attendance. Huron will be meeting with the steering committee Sept. 24. They have suggested forming a subcommittee for guiding principles to share with the campus. Cramer has provided a presentation for the LAE department chairs and has time scheduled with EMS. A date with BILSA has not been set up yet.

The Champions Group met Sept. 19. Jen DeCoste, representing the University Leadership Team, is working to get all of the teams together for two hours in the fall.
 

Subcommittee reports were presented.
The compensation subcommittee met Sept. 23.
The cost savings subcommittee has three action teams coming in.
The revenues subcommittee has formed three action teams and is developing corporate partnerships.

Two open sessions with Dr. William Draves, a leading education authority, will be held Oct. 7.  Draves is the president of the Learning Resources Network, an international nonprofit education organization with more than 4,000 members in 20 countries.

Strategic Planning Team Meeting Notes of June 24, 2014

Members in attendance:

Dr. Charles Cornett (chair), Professor of Chemistry
Dr. Sabina Burton, Associate Professor of Criminal Justice
Dawn Drake, Executive Director of Alternative Delivery Systems
Dr. Matthew Roberts, Special Assistant to the Vice Chancellor for Administrative Services
Holly Clendenen, Director of University Advancement

The Huron Group was selected as the winner of the Request for Proposals to help assess the UW-Platteville budget system and possibly implement a new system. Huron employees will be on campus July 14-17 to interview faculty, staff and administration to help them better understand the campus culture and values.

Cornett updated the committee on the champions group meeting. The focus now is on formulating the correct metrics to measure certain criteria such as graduation and retention rates, among other items. The group was asked to submit 9-10 metrics to the chancellor by July 14.

The committee is planning to bring Dr. William Graves to campus in October as a guest speaker. Graves is the senior vice president – academic strategy at Ellucian, a higher education software, services and analytics company.

The committee discussed establishing metrics to measure additional revenue, cost savings and compensation increases throughout the strategic plan from 2013-2018. It was noted that July 1, 2013 will be used as the baseline through 2018. The goal is to identify $75 million in new revenue during the five-year strategic plan (2013-18), and to decrease costs by $1 million each in fiscal years (FY) 2014 and 2015, $2 million in FY 2016 and 2017, and $3 million in FY 2018.

A discussion also centered around the difference between cost savings and cuts. Cuts are lost money, while cost savings can benefit other areas in a strategic manner.

The committee also discussed compensation and how UW-Platteville can be competitive with similar institutions.

The next meeting will be July 18.

Strategic Planning Team Meeting Notes of April 11, 2014

Members in attendance:
Dr. Charles Cornett (chair), Professor of Chemistry
Angela Udelhofen, Assistant Chancellor for Admission and Enrollment Services
Dr. Tera Montgomery, Professor of Dairy Science and Dairy Management
Dawn Drake, Executive Director of the UW-Platteville Distance Learning Center
Cathy Riedl-Farrey, University Controller and Director of Financial Services
Dr. Keith Thompson, Structural Engineer and Associate Professor in the Department of Civil and Environmental Engineering

The committee met on April 11.

It was noted that the contract was being finalized to bring a guest speaker to campus.

The request for proposals is being worked through for a consultant in regard to a possible new budget model.

The committee discussed ideas being generated by other strategic planning committees.

It was noted that three action teams will be formed. The action plans will be drafted by May 9, with discussion planned for the May 16 meeting.

The committee discussed the summer schedule and what work will be on the agenda.

Strategic Planning Team Meeting Notes of Dec. 10, 2013

Members in attendance:
Dr. Matthew Roberts, Special Assistant to the Vice Chancellor for Administrative Services
Dr. Keith Thompson, Structural Engineer and Associate Professor in the Department of Civil and Environmental Engineering
Dr. Charles Cornett (chair), Professor of Chemistry
Kim Schmelz, UW-Platteville Alumni Director
Holly Clendenen, Director of University Advancement
Dr. William McBeth, Associate Professor of Environmental Science
Dr. Tera Montgomery, Professor of Dairy Science and Dairy Management
Robert Cramer, Vice Chancellor for Administrative Services
Cathy Riedl-Farrey, University Controller and Director of Financial Services
Dawn Drake, Executive Director of the UW-Platteville Distance Learning Center
Dan Wackershauser, Communications Specialist/Editor, University Information and Communications

The committee opened the meeting by reviewing the meeting schedule for the spring semester.

Members discussed a list of potential guest speakers as well as their costs and availability. The committee is working with David Nevins, director of campus activities, to help schedule the guest speakers.

The name of the speaking series needs to be determined. In addition, there may be various formats, including workshops, panel discussions and general speaking presentations.

This speaking series would be in addition to the annual Distinguished Lecturer series.

The goal of the speaking series is to bring in ideas that show the campus community how they can control their own destiny, and the big picture of higher education in the future.

The committee discussed items that could be implemented in a fairly short amount of time that work in conjunction with the strategic plan. One such idea was data driven space planning, which would match professors to appropriate classrooms. This type of planning would be the next level past a space needs study.

Trying to increase summer enrollment to utilize campus space was also discussed as was graduation planner software and the idea of trimesters.

Strategic Planning Team Meeting Notes of Nov. 19, 2013

Members in attendance:
Dr. Charles Cornett (chair), Professor of Chemistry
Robert Cramer, Vice Chancellor for Administrative Services
Dr. Matthew Roberts, Special Assistant to the Vice Chancellor for Administrative Services
Cathy Riedl-Farrey, University Controller and Director of Financial Services
Angela Udelhofen, Assistant Chancellor for Admission and Enrollment Services
Holly Clendenen, Director of University Advancement
Dr. Tera Montgomery, Professor of Dairy Science and Dairy Management
Dan Wackershauser, Communications Specialist/Editor, University Information and Communications

The committee is charged with leading UW-Platteville strategic planning related to financial, human and physical resources consistent with existing shared governance structures.

Committee members discussed issues related to assessing the university’s current budget model, as well as two alternatives. According to Cramer, UW-Platteville currently uses an incremental budget process to allocate financial resources. This process starts with prior year budgets, and makes changes at the margin based on allocating new funds or reductions. It is simple, easy to implement, and relatively straightforward. However, it does not promote accountability and does not promote alignment between financial resources and priorities.

The committee has decided to create an action team, which will be charged with formulating evaluation criteria for potential budget consultants. The action team will include a couple members from the committee as well as representation from the campus community.

Committee representatives will be attending campus senate meetings in December to provide updates on the process.

The target date to have a consultant hired will be April 1, 2014.

A review was conducted of responses to long-range questions, including “What should UW-Platteville look like in 15 years?” Responses from members of other strategic planning committee members will be gathered and reviewed.

Committee members reviewed results of a university branding survey.

A communications subgroup was formed to include Roberts, Montgomery, Udelhofen and Wackershauser.

Committee members will discuss shorter-term strategic planning initiatives at its next meeting, which is scheduled for Tuesday, Dec. 10.

Strategic Planning Team Meeting Notes of Nov. 5, 2013 

Members in attendance:
Dr. Charles Cornett (chair), Professor of Chemistry
Robert Cramer, Vice Chancellor for Administrative Services
Dr. Matthew Roberts, Special Assistant to the Vice Chancellor for Administrative Services
Cathy Riedl-Farrey, University Controller and Director of Financial Services
Dawn Drake, Executive Director of the UW-Platteville Distance Learning Center
Dr. Tera Montgomery, Professor of Dairy Science and Dairy Management
Dr. William McBeth, Associate Professor of Environmental Science
Dan Wackershauser, Communications Specialist/Editor, University Information and Communications


The committee is charged with leading UW-Platteville strategic planning related to financial, human and physical resources consistent with existing shared governance structures.

Committee members discussed a variety of possible guest speakers to bring to campus in conjunction with the broad audience and mission for the strategic plan. The list was trimmed and the names were recommended for administrative review.

The other strategic planning steering committees were to recommend guest speakers as well.


A name for the speaking series, which would likely include a couple speakers each semester, will be approved in the future.

Matt Roberts will be working University Information and Communication about the availability and cost of suggested speakers.


There was also discussion about implementing TED talks accompanied by a brown bag lunch.

The list of speakers that will be forwarded for review, include:

-Freeman Hrabowski (University of Maryland, Baltimore County)
-Elliott Masie (futurist)
-Liz Murray (inspirational speaker at CASE V conference)
-Linda Darling-Hammond (Stanford Graduate School)
An invited guest from:
-The LERN Organization (Julie Coats or Bill Draves)
-Univ. of Southern New Hampshire (including the faculty perspective) (Video as brown bag session)

Committee members were asked to suggest possible titles for the Campus Read program to Bill McBeth, which he will advance to the proper representative.


The committee discussed three budget models and the advantages and disadvantages of each. The university currently uses incremental budgeting. The committee will move forward with a budget process review as a strategic initiative for Team Destiny.

Committee members were asked to complete a vision narrative, including the questions, “What should UW-Platteville look like in 15 years?” and “What do we need to do over the next five years to make sure we get there?” The committee will discuss the suggestions at the next meeting and determine the next steps, including soliciting campus input.


Ideas will be generated about campus processes or items that can be improved in a quick manner at the next meeting.

The next meeting will be Tuesday, Nov. 19.

Strategic Planning Team Meeting Notes of Oct. 4, 2013

The strategic planning priority team, “Control our own destiny” met on Friday, Oct. 4.

Dr. Charles Cornett, professor of chemistry, was selected committee chairperson.

The committee is charged with leading UW-Platteville strategic planning related to financial, human and physical resources consistent with existing shared governance structures.

Discussion involved bringing a guest speaker to campus. A determination needs to be made if the speaker will be talking specifically about university resources or if it will be more of a motivational event.

The committee will be weighing the idea of the impact of making changes versus the impact of not making changes. Members were receptive to the idea of implementing a couple of pilot projects, to work through the processes. The exact projects were not determined, however, an example included streamlining a process in order to help save time for faculty and staff.

The committee is interested in identifying its key audience, while at the same time working on ways to get students more involved with the process. There is also interest in working to educate legislators and other stakeholders on issues dealing with university resources and finances.

There will be opportunities for input from the campus community throughout the process.

Dr. Lisa Riedle, associate dean of the College Engineering, Mathematics and Science, informed the committee of the work being done by the Academic Planning Council. The council is assessing all programs on campus. Aiding that effort, the council is distributing assessment forms for each program official to complete. This will provide a snapshot of the program’s budget, resources and future needs. The data will be returned to the APC by December. From there, the council will look at various ways to take advantage of the data.

No recommendations were made during the committee meeting. 

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