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During summer 2019, the Finance and Operations leadership team announced a new strategic planning process to ensure our work is aligned in support of common goals for the success of Carolina. It is important for every Finance and Operations staff member to clearly understand the division’s vision and priorities, and to feel like their work is directly supporting these ambitions.


What is the VISION of the UNC Division of Finance and Operations?

To lead the stewardship of University resources to contribute to student and taxpayer affordability and the University’s long-term sustainability in support of the strategic plan.

Three Division Priorities were identified in support of the Vision Statement:

  1. Generate operational achievement and success.
  2. Enhance campus risk management.
  3. Improve financial performance and success.

As part of the strategic planning process, staff throughout Finance and Operations and across campus will be asked to provide feedback to help us understand our current strengths, weaknesses and opportunities to help us set realistic goals in support of Division priorities.

To help us with this process we are partnering with a talented team of MBA and undergraduate school consultants from UNC Kenan-Flagler Business School under the guidance of strategy professor Dr. Paul Friga.


Phase I – Assessment
Sep. 30 – Nov. 10
Phase II – Visioning
Nov. 11 – Nov. 25
Phase III – Implementation Planning
Nov. 26 – Dec. 16

Organizational Structure and Responsibilities

  • Engage and attend weekly Task Force meetings
  • Iterate recommendations, provide guidance and input on the process
  • Provide updates to broader audience and serve as intermediary to raise concerns from the larger stakeholder perspective
  • Conduct secondary research, primary research, analysis of options, slide deck creation, and updates to key constituents
  • Manage strategic planning process and weekly meetings
  • Engage and attend Advisory Committee meetings
  • Provide feedback and guidance to the strategic planning outcomes
  • Provide updates to broader audience of stakeholders and serve as intermediary
  • Engage and attend Organizational meetings
  • Provide feedback and guidance to the strategic planning outcomes
  • Voice opinions and engage in interactions with strategic committee – surveys, feedback comments, process improvement

Goals and Methodology

  1. Internal: Guide decision making of the organization to be consistent with the strategic direction of the organization and increase morale
  2. External: Inform key constituents of our plan to ensure buy in and support
  1. Strategic plan for the next 3 years (mission, values, vision, priorities, objectives, initiatives, and budgets)
  2. Strategic discussions with UNC F&O leadership
  3. Strategic input from key constituents
  1. Understand approach
  2. Review assessment data
  3. Generate insights and ideas (captured by consulting team) – ongoing at the end of each section
  1. Feedback on ideas
  2. Agreement as to next steps
  3. Buy in and Support

First Draft Strategic Plan: August 2019

In August 2019 the Finance and Operations leadership team developed a draft of the Division’s Vision, Mission and Goals for staff and campus stakeholder reflection and input.


Lead the
stewardship of
university resources to
contribute to affordability and
long term sustainability


campus risk


  • Improve the capital and informal project processes
  • Improve procurement business processes
  • Improve campus safety
  • Address deferred maintenance
  • Increase compliance
  • Improve net operating margin
  • Data-driven decision making