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Weekly Update: August 2, 2019

Good afternoon – This week the Early Impact, Travel & Expense, HR and Research Teams continue to make progress on the items we reported last week. While these projects all focus on different aspects of operations, they were all developed using the same structured, collaborative and transparent process that is the foundation of Operational Excellence. An … Read more


Weekly Update: July 26, 2019

Good afternoon, Hope your month of July is going well – our team has been busy designing and piloting our current initiatives as well as rolling out the Early Impact work to the final cohort. Here are the latest workstream updates: The Travel & Expense Team continues to collect feedback on the new Travel & Expense website resources from the three pilot units: the Kenan-Flagler Business School, Undergraduate Admissions, and the Department … Read more


Weekly Update: July 19, 2019

Good afternoon, As some of you may know, I was recently in Austin for the NACUBO 2019-20 Fellows Program, where I had the opportunity to discuss Operational Excellence and learn from the other participants. I’m very proud of the Operational Excellence work to date and want to thank everyone for your support. Please note that due to scheduling conflicts, the Steering Committee meeting scheduled for earlier this week was moved to August 5th. Here are the latest … Read more


Weekly Update: July 12, 2019

Good afternoon,     Hope everyone has had a great July so far! We set a July 8th internal deadline to launch pilots and start user testing. Thanks to the hard work of our design teams we’ve been able to meet this goal. More specifically:  The Travel & Expense Team launched its pilot to collect feedback on the new Travel & … Read more


Weekly Update: June 28, 2019

Good afternoon,    This week our team has been busy preparing for the launch of the Wave 1 pilots for Travel & Expense Team, HR Team and Research Team. All three pilots will kick-off the week of July 8th. More specifically:   The Travel & Expense Team is finalizing the resources for the new travel … Read more


Weekly Update: June 21, 2019

Good afternoon,   Hope you’ve had a great week so far! The Operational Excellence team continues to focus on the three Wave 1 initiatives. More specifically:  The Travel & Expense Team continued developing resources for the new travel site. They also discussed a plan for an initial pilot rollout to begin in July.   The HR … Read more


Weekly Update: June 14, 2019

Good afternoon, Hope your week is going well! Here’s a quick look at what the Operational Excellence team focused on this week:  The Travel & Expense Team completed the first version of a Quick Reference Guide, Travel Checklist, and Booking Guide. They also discussed what other resources would be helpful to create for travelers. … Read more


Weekly Update: June 7, 2019

Good afternoon! This has been a busy week in Operational Excellence. The Steering Committee met yesterday and we had a robust discussion centered around research administration. Thank you for those of you that participated – your input is invaluable. Below is an update for all our workstreams: The Travel & … Read more


Weekly Update: May 31, 2019

Hey everybody. I hope everyone had a great Memorial Day weekend – and enjoyed their short week of work. Here is a brief recap of Operational Excellence work from the week: The Research Team continues to design solutions to expedite the award negotiation. One deliverable will be a more streamlined … Read more


Weekly Update: May 24, 2019

As we head into to the long weekend, I want to share a quick update on the progress our team has made this week: The HR Team continued working in two groups to address student employment and position management. The student employment group began to catalog and evaluate the usefulness and accessibility of existing trainings … Read more


Weekly Update: May 17, 2019

Hope everyone has had a great week. With commencement in the rearview mirror and summer schedules taking shape, teams in Operational Excellence are going strong. Take a look at how we’re moving forward in each workstream: The Research Design Team conducted interviews in different units to learn how they carry out research administrative functions. They also started designing solutions to … Read more


Weekly Update: May 10, 2019

Happy Friday everybody! Campus is buzzing in preparation for this weekend’s commencement.  Our teams continue to dig in on solution mode – and have made great progress this week: The Travel and Expense Initiative team continued their conversations from last week about the complexities of our travel policies and began thinking about recommendations for … Read more


Weekly Update: May 3, 2019

Welcome to May everybody! While much of campus is focused on exams, OE teams are in solution-mode. Here is the latest from those efforts: The research project life cycle effort and the research sub-team for roles and responsibilities prioritized potential solutions and began the design phase for improving proposal submission … Read more


Weekly Update: April 26, 2019

Hi everyone, We are nearing the end of the month. Here’s what we worked on this week in Operational Excellence: The research project lifecycle effort and the research sub-team for roles and responsibilities joined forces this week. Their work streams are aligning and they will work together going forward to … Read more


Weekly Update: April 18, 2019

Hi everyone, Even though it’s a short week, it’s been a busy one for the Operational Excellence team. Here are a few updates: Provost Bob Blouin visited with faculty and staff from School of Government to share an overview of Operational Excellence. The school is in the second cohort for … Read more


Weekly Update: April 12, 2019

Hi everyone, Here are a few highlights from the Operational Excellence work this week: The Operational Excellence Steering Committee met on Wednesday, and we welcomed additional leaders: Thank you to Christi Hurt, Lukasz Mazur, Mike Barker, Tanya Moore and Terry Magnuson for joining that effort. We had a lively conversation about our two new … Read more


Weekly Update: April 5, 2019

Hi everyone, The Operational Excellence team had a great week — and I’m excited to share these updates: Our team showcased early wins to the Strategic Framework committee at the Board of Trustees meeting on Wednesday. Both leadership and champions from the early impact work in hiring and procurement led the discussion. We were proud to … Read more


Weekly Update: March 29, 2019

Here is a quick look at what Carolina Excellence focused on last week: The human resources, finance and research administration sub teams for roles and responsibilities went on hiatus this week while the core team met and discussed the main goals for each work stream. We look forward to getting … Read more


Weekly Update: March 22, 2019

Hi everyone, As we approach the home stretch to commencement, I continue to hear great reports about the transformative work underway by the Carolina Excellence design teams. As part of the roles and responsibilities design team, sub-teams in Human Resources, Finance and Research Administration are reviewing the biggest frustrations heard during … Read more


Weekly Update: March 15, 2019

The Carolina Excellence team is going full steam ahead. Our new design teams are delving into the work to develop solutions. As part of the roles and responsibilities design team, sub-teams in Human Resources, Finance and Research Administration are each examining the current state of roles and responsibilities and finalizing their goals … Read more