| Date Created | July 17, 2025 |
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| Date Updated | July 21, 2025 |
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| Name | Pat Kowalski |
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| Title | SVP Administration & Finance; CFO |
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| Email | Email hidden; Javascript is required. |
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| HTML Block | GOAL 1 |
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| Goal Description | Advance Financial Stability via the implementation of the university's "Road to 140" initiative.
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| Goal Type | Strategic |
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| Hoshin? | Yes |
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| % Weight | 25 |
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| Action(s)/Initiatives(s) | - Creation of an organizational planning document that identifies key information and guidance at a macro level. This includes things such as tuition rate increases, salary assumptions for unrepresented and collectively bargained staff, fringe benefit rates, inflation, etc. In addition, information relative to timelines, materials, and processes will also be provided.
- Working with the Budget Priorities Executive Committee, present recommended targets for Unrestricted Operating Margin for the aggregate organization as well as targets for individual divisions.
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| Measurable Outcomes(s) | - Planning Manual Published by 90/30/2025
- Preliminary Targets Reviewed with BPEC by 11/30/2025
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| HTML Block | GOAL 2 |
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| Goal Description | Improved financial reporting and support of divisional leaders thru standardized practices and materials from the Finance Operations Group.
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| Goal Type | Operational |
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| Hoshin? | No |
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| % Weight | 20 |
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| Action(s)/Initiatives(s) | - Develop a standardized reporting packet with the Finance Operations Committee
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| Measurable Outcomes(s) | - Align on practices for reviewing results and working with divisional leaders to: (a) understand operations and develop contingency plans, if necessary; (b) forecast year-end performance; (c) adjust future forecasts; and (d) provide strategic business analytics
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| HTML Block | GOAL 3 |
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| Goal Description | Publish 3-5 year forecast by 04/30/2025
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| Goal Type | Strategic |
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| Hoshin? | Yes |
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| % Weight | 25 |
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| Action(s)/Initiatives(s) | - Develop forecasting processes and procedure with the Finance Operations Committee
- Create timeline of forecasting activities
- Review progress with the BPEC and Excellence in Financial Resource Management Hoshin team
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| Measurable Outcomes(s) | - Preliminary forecast reviewed with BPEC and Finance Committee in May 2025
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| Add Another Goal | Yes |
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| HTML Block | GOAL 4 |
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| Goal Description | Improve the service to the constituents served by the A&F division
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| Goal Type | Operational |
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| Hoshin? | No |
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| % Weight | 10 |
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| Action(s)/Initiatives(s) | - Develop improvement plans and tactics by A&F unit based on FY 2025 performance
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| Measurable Outcomes(s) | - Improve performance across the KPI's - published > 06/302025
- Communicate goals and performance to the UC community on a quarterly basis
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| Add Another Goal | Yes |
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| HTML Block | GOAL 5 |
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| Goal Description | Master Plan – Review goal with Dr. Pinto
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| Goal Type | Strategic |
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| Hoshin? | Yes |
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| % Weight | 20 |
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| Action(s)/Initiatives(s) | - Develop after aligning on goal with Dr. Pinto
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| Measurable Outcomes(s) | - Develop after aligning on goal with Dr. Pinto
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| Add Another Goal | No |
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| Download PDF |
Download PDF
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