Chart of Accounts/Position Budgeting Project iCAT COA/Position - PowerPoint PPT Presentation

Chart of Accounts/Position Budgeting Project

iCAT COA/Position Budgeting Project Agenda Introductions Project Website Review the Preliminary Project Schedule Updates from Task Forces Draft and Design • Project Costing • Budgeting •

iCAT COA/Position Budgeting Project Project Website: http://www.cwu.edu/icat/chart-accountsposition-budgeting-project

iCAT Preliminary Project Schedule

iCAT Project Methodology -Process-Centric -Deliverables Based -Quality Assurance Reviews

COA/Position Budgeting Task Forces Draft and Design Purpose: Analyze our current chartfield structure and provide recommendations on chartfield changes to better satisfy our reporting and budgetary requirements. Members: Connie Williams, Brenda Mofford, Chris Huss, Gene Shoda, Heather Harrell, Ed Day, Jamie Thomas, Lisa Saucier, Lynn Hutchins, Pat Stanton, Richard Byham, Tim McGuire, Tina Short, Bill Weyrich, Todd Smar Met December 5, 2013 & also met with sub-task force on January 7, 2014 Output: Meeting Notes, Requirements Summary from Team Members

COA/Position Budgeting Task Forces Draft and Design Requirements Summary From Team Members Identified Needs and Requested Requirements • Described Limitations/Shortcomings/Issues • Provided Recommendations • Collected Internal Reports • Collected External Reports •

COA/Position Budgeting Task Forces Project Costing Purpose: Determine the need and scope of our Project Costing requirements based on the chartfield changes. Members: Shelly Baird, Chris Huss, Heather Harrell, Lucinda Lunstrum, Lisa Saucier, Richard Byham, Tamara Wolford, Sharon Jonassen, Tina Short, Bill Weyrich, Todd Smar Met December 16, 2013 Output: Meeting Notes, Position Paper

COA/Position Budgeting Task Forces Project Costing Position Paper:

COA/Position Budgeting Task Forces Budgeting Purpose: Evaluate our budgeting options and provide recommendations on direction. Members: Gene Shoda, Bill Weyrich, Brenda Mofford, Connie Williams, Pat Stanton, Tim McGuire, Shelly Baird, Lucinda Lunstrum, Todd Smar, Tina Short Met 12/19/2013 and 1/07/2014 Output: Meeting Notes, Identified High Level Requirements, Evaluation Criteria, Upcoming Hyperion Demonstration

COA/Position Budgeting Task Forces Budgeting Evaluation Criteria:

COA/Position Budgeting Task Forces Budgeting

Next Steps…. -Planning, Discovery, Fit/Gap Analysis -Meet with various Stakeholders -Vendor “Budgeting” Demonstrations -Weekly Project Meetings - Change Management

Chart of Accounts/Position Budgeting Project Questions???