Budget Model Update

In August, a report summarizing the diagnostic phase of the Magis Operational Excellence Program (MOE) was released to the SLU community. Skip to page 31 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 administrative units that support the University.  

Thank you to Budget Model (Phase 1) Team

 The MOE program is grateful for the work of the Budget Model Phase 1 initiative team.  Special thanks go out to Dean Mardell Wilson Ed.D. (co-sponsor), Vice President Kent Porterfield Ed.D. (co-sponsor), Brianne Burcke (project manager), Kellisa Fiala, Jim Fisher Ph.D., Charles Parker Ph.D., Kevin Riordan, Kerry Ryan J.D, and Cyn Wise.   We believe this team delivered a thorough description of the current budget model. 

 About 350 people attended one of three community forums held in April; the forums provided opportunities for faculty and staff to ask questions, offer comments about University priorities and more.  Note: The presentation materials and Fuze.com recordings are available on the MOE website.

 New Initiative Team Announced: Budget Model (Phase 2)

 We are entering the next phase of budget model work. The first phase focused on providing transparency and increasing shared understanding of the current resource allocation process.  Our goal for the second phase is to redesign central aspects of the budget model and address a defined set of difficulties.  

 The Budget Model Phase 2 work is beginning now.  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 Budget Model Phase 2 team members are: 

Sponsors

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

 Project Manager

Brianne Burcke, Director of Financial Planning and Budget

Members

  • Matthew Christian, Associate Vice President and Chief of Staff, Office of Vice President for Research
  • James Fisher, Ph.D., Professor, John Cook School of Business and Chair of Faculty Senate Budget Advisory Committee
  • Stacey Barfield Harrington, J.D., Assistant Provost
  • Donna LaVoie, Ph.D., Associate Dean, College of Arts and Sciences
  • Kerry Ryan, J.D., Associate Professor, School of Law
  • Gary Whitworth, Associate Dean for Finance, School of Medicine

 Offer Your Expertise

Do you have expertise or ideas to offer the Budget Model Phase 2 Team? Contact project manager, Brianne Burcke, or send an email to magisoperationalexcellence@slu.edu. You can also fill out the feedback form on the program website.  There will be community outreach via focus groups, surveys, and forums as well.

 Questions

Do you have a question about the 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 or member with ideas, concerns, or questions.

 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.  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.