Budget Model Initiative (Phase 1) Launches

In August, a report summarizing the diagnostic phase of the Magis Operational Excellence Program was released to the SLU community. (Skip to page 27 for an overview of the focus areas that MOE will address over time.)  One of the focus areas concerns the budget model – the method employed to allocate funding to schools/colleges and the units that support the academic mission of the University.

New Initiative Team: Budget Model (phase 1)

Budget model (phase 1) seeks to increase shared understanding of current resource allocation process.  This is an information-gathering task with community-wide education.  The team will meet a few times and then host a presentation and Q&A session in January (date TBD).  All will be invited.  Reminders will appear in Newslink and another email communication to you.

The team members were selected by Provost Brickhouse and CFO Heimburger to achieve diverse work experience and perspective on the budget model and budgeting process. The team members are:

Sponsors

  • Mardell Wilson, Ed.D., Dean of Doisy College of Health Sciences
  • Kent Porterfield, Ed.D., Vice President for Student Development

Project Manager

  • Brianne Burcke, Director of Financial Planning and Budget

Faculty

  • James Fisher, Ph.D. - Professor, John Cook School of Business and Chair of Faculty Senate Budget Advisory Committee
  • Charles ("Hal") Parker, Ph.D.- Professor and Chair, Department of History
  • Kerry Ryan, J.D. – Associate Professor, School of Law

Staff

  • Kellisa L. Fiala -  Financial Coordinator, College for Public Health and Social Justice
  • Kevin Riordan – Director, Surgery Administration
  • Cyn Wise –  Business Manager, Center for World Health and Medicine (previous Grants Development Specialist for Department of Biology, College of Arts & Sciences)

What Else is Happening?

Of all 25 focus areas described in the diagnostic report, six administrative ones were selected to begin in Wave 1.  The Wave 1 administrative focus areas are: travel process, organization design, budget model (phase 1), undergraduate enrollment, sponsored research, and alumni giving. Travel process and organization design initiatives are fully launched, and the planning (or design work) is still underway.  We expect travel team recommendations will be shared with the community in January for implementation phase feedback.  The MOE website includes contact information for people on these teams and we encourage you to contact them or us if you have questions, comments, guidance for the teams.

Questions

Do you have a question about the Magis Operational Excellence program? Check out the online FAQs. Send us an email at magisoperationalexcellence@slu.edu or fill out the feedback form on the program website.  Or, reach out to any initiative team project manager.

Thank You

Thank you for taking the time to read this message.  We are grateful for all of the feedback we have received since MOE began in February.  It has been instrumental in guiding the diagnostic phase (and report).  Keep it coming, please. 

Your program coordinators,

Eric Armbrecht, Ph.D., M.S.
Associate Professor

Mickey Luna, J.D.
Vice President, Human Resources


Launched in February 2016, Magis Operational Excellence is an institution-wide initiative designed to make SLU more efficient and effective, and identify opportunities for increased revenue and growth — all to enable the priorities identified in the University's strategic plan. The program stems from Initiative Five of our strategic plan that calls for us foster a culture of excellence, effectiveness and efficiency deeply rooted in our institutional mission and Catholic, Jesuit values.