Financial Stewardship Program

In 2021-2022, the project team reviewed Western's existing financial report before developing a new Management Report specific to providing timely financial information to deans, directors, and other area leaders. While the team worked on technical challenges, we met with division budget officers, deans and operations managers from Academic Affairs and directors from Business & Financial Affairs and Enrollment and Student Services.

A pilot group was assembled in January, 2022 that included the deans of two colleges, Paqui Paredes (College of Humanities & Social Sciences) and Brad Johnson (College of Science & Engineering), and two directors from ESS, Sara Wilson (Exec. Dir., Student Success Initiatives) and Anja Engledow (Asst. Dir., University Residence Business Systems). The group provide valuable insight and feedback on an early draft of the Management Report and participated in our pilot test of the process during Spring quarter, including completing the Management Report response.

The project continues in 2022-2023 as we expand the Management Report distribution in October 2022 to areas across the university. Two reports will be distributed per year, after the first and third quarters of the fiscal year, in October and April. The project work will continue with the initial university-wide launch as we gather feedback and make improvements to reports and the process by engaging groups at all levels.

In Spring 2022, the scope of the project was expanded to evaluate Western's hiring and recruitment processes which includes a business process analysis of our existing practices and an assessment of how position control can be incorporated. A team from Professional Growth Systems, an organizational consulting firm, will be leading the project beginning July, 2022. Western's position control project team and steering committee were assembled of individuals representing all divisions.