Plans for Accounting >> Accounting >> Objective Priority List

This page is suitable for printing. Just make sure you expand the areas you want printed before you print. You can use your browsers print option.

You can't edit the priorities unless the plan is locked for editing first.

Id Priority Title Details
1.1 1 Training Opportunities

Hold annual workshops in accounting/accounts payable processes. Specialized training by department or topic will be provided upon request.

Start Date:
07/15/2010
End Date:
05/25/2011
Responsible Person:
Penny Ongoco
Strategic Direction:
None
Impact Type:
-- Pick One --
Goal

1 - Fiscal Service Training

To educate faculty and staff in the proper accounting policies and procedures. Once faculty and staff receive training, paperwork submitted to accounts payable will be more complete and accurate. We except this will help reduce vendor payment processing time.

Note: Progress on this goal will be reflective on Effectiveness Measures A & B.

Priority Rank:
2
Actions/Activities
  • 1.1.a1 - Create Training Sessions

    Put together handouts and PowerPoint presentation for yearly training sessions. After each training session faculty and staff will be asked to provide suggestions on how to improve training sessions. Handouts and PowerPoint presentations will then be refined to improve the quality of information presented.

    Start Date:
    05/11/2010
    End Date:
    01/01/2011
    Responsible Person:
    Penny Ongoco
Resource Requests
  • 1.1.r1 - Training Costs
    Description

    1. Facilities to hold training sessions.

    2. Printing services for the creation of training materials.

    3. Personnel time to prepare materials and facilitate workshop.

    Rationale

    We identified in our survey analysis that training was an essential area of improvement in Accounting.

    Resource Type:
    Ongoing
    Expenditure Category:
    Personnel
Details
2.1 1 Disseminate Fiscal Services Information

Disseminate information via email, printed material and the district website.

Create a Fiscal Services webpage to provide general information on accounting/accounts payable processes. This webpage can include a flowchart showing the appropriate steps to successfully process vendor payments, along with information on current/impending changes in policies and procedures.

Start Date:
05/03/2010
End Date:
01/01/2011
Responsible Person:
Penny Ongoco
Strategic Direction:
None
Impact Type:
-- Pick One --
Goal

2 - Improve Communications

Improve Fiscal Services' communications at a district-wide level on accounting policies and procedures.

Note: Progress on this goal will be reflective on Effectiveness Measure C.

Priority Rank:
3
Actions/Activities
  • 2.1.a1 - Distribute Informational Guides

    Distribute information pamphlets to campuses.

    Email interested parties as changes occur in Fiscal Services policies and procedures. Post changes in polices and procedures on the new Fiscal Services webpage.

    Send an informational email to the whole district to announce the new Fiscal Services webpage as a new resource for general information.

    Start Date:
    05/03/2010
    End Date:
    01/01/2011
    Responsible Person:
    Penny Ongoco
Resource Requests
  • 2.1.r1 - Information Costs
    Description

    1. Printing services to print necessary materials.

    2. Personnel to email interested parties with updated information.

    3. Personnel to create the new Fiscal Services webpage.

    Rationale

    We identified in our survey analysis that communication was an essential area of improvement in Accounting.

    Resource Type:
    Ongoing
    Expenditure Category:
    Personnel
Details
3.1 1 Create Method of Submitting Suggestions

Formulate different methods of communicating new ideas/suggestions to Fiscal Services on improving services. One staff member will be designated as the contact person for Fiscal Services "suggestions" correspondence to ensure proper receipt and consideration of all submissions.

Note: Fiscal Services may consider sending a small flyer along with regular Accounting mail to outside parties (such as vendors), asking for feedback by directing them to an online survey located on the new Fiscal Services webpage.

Start Date:
05/17/2010
End Date:
01/01/2011
Responsible Person:
Penny Ongoco
Strategic Direction:
None
Impact Type:
-- Pick One --
Goal

3 - Input Opportunities

Provide input opportunities district-wide on Fiscal Services concerns.

Note: Progress on this goal will be reflective on Effectiveness Measures A, B & C.

Priority Rank:
1
Actions/Activities
  • 3.1.a1 - Distribution Methods

    Distribute yearly online surveys and fliers to ascertain problem areas.

    Announce the new Fiscal Services suggestion box via district email. Suggestions and ideas can be submitted via interoffice mail or electronically via email.

    Create a "Q & A" section on the Fiscal Services webpage to answer important topics/questions arising from suggestion box submissions and survey results or comments.

    Start Date:
    05/17/2010
    End Date:
    01/01/2011
    Responsible Person:
    Penny Ongoco
Resource Requests
  • 3.1.r1 - Inputs Costs
    Description

    1. Personnel to setup and monitor the paper or electronic suggestion boxes.

    2. Personnel to process survey submissions.

    3. Personnel to maintain and update the new Fiscal Services webpage.

    4. Printing services to create necessary materials.

    Rationale

    We identified in our survey analysis that input opportunities from faculty and staff was an essential area of improvement for Accounting.

    Resource Type:
    Ongoing
    Expenditure Category:
    Personnel
Details
4.1 2 Assign Personnel

Assign personnel to collect log book data and create survey templates in order to successfully implement all Effectiveness Measures used to gauge progress.

Start Date:
06/01/2010
End Date:
07/01/2013
Responsible Person:
Penny Ongoco
Strategic Direction:
None
Impact Type:
-- Pick One --
Goal

4 - Implementation of Effectiveness Measures

Track progress on the implementation of Effectiveness Measures A, B and C.

Note: Progress on this goal will be reflective on all Effectiveness Measures.

Priority Rank:
2
Actions/Activities
  • 4.1.a1 - Collecting data

    Actively collect raw data for log books and analyze data on a quarterly basis to determine progress. Once survey templates are created and approved they can be distributed at a district-wide level via email.  Survey opportunities to outside parties (such as vendors) will be available via the new Fiscal Services webpage. Supervisor to follow up with assigned employees to ensure that Effectiveness Measure data is being actively collected and regularly analyzed.

    Note: Please see attached file "Log Book.xls" for a sample log book template.

    Start Date:
    06/01/2010
    End Date:
    07/01/2013
    Responsible Person:
    Penny Ongoco
Resource Requests
  • 4.1.r1 - Analysis Costs
    Description

    1. Personnel to collect log book data.

    2. Personnel to create survey template and upload final version onto the Fiscal Services webpage.

    3. Personnel to analyze collected log book data and survey results.

    Rationale

    We identified three Effectiveness Measures in our Program Review draft which require implementation and periodic analysis.

    Resource Type:
    Ongoing
    Expenditure Category:
    Personnel
Details