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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. 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.

Core Strategy Statements


“We empower the University to realize its mission and aspirations”
  • Empower: Provide proactive and strategic decision-marking support
  • Realize: Establish a safe and supportive environment for success
  • Mission: Of the public, for the public. Innovation made fundamental
  • Aspirations: To be the leading global public research university


“To become the trusted strategic partner that provides insight and expertise to optimize use of the University’s resources”
  • Metric: Increased integration into decision-support process
  • Metric: Effecive use of University resources to attain strategic objectives


  • Lead disciplined decision-making and processes
  • Collaborate with University stakeholders
  • Engage a diversity of services, staff and perspectives

F&O Priorities

  • Improve governance and accountability
  • Enhance fiscal sustainability
  • Invest in our people’s success

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