Weekly report for 4/20/09

What you might be interested in:

eFECS:
-invitations went out for needs assessment interviews
-finished job description (position posting put on hold)
-scheduled interview times (1st and 2nd rounds)

LEAD Team
-Re-created slide set for FMEIT presentation (5 hours)

Other
Vacation on Monday (1/2 day catching up)
P2P Lunch
Lots of time spent on move
QI Principles w/V'ella
Added 66 PCA Codes for Libraries group

Transition to new Unit:
-1x1 Pramilla (scheduled weekly)
-Prepping for move with less than one week notice (setting up movers, phones, packing etc.)

Need to discuss:
-Use of UW property for personal use
-Who to contact if you're late
-Vacation process (essentially the same as before but I'll send approved requests to Pete Federici instead of Shelley).
-Auto response for MyFD questions going to personal email
-Meetings not to be missed this week (Wednesday & Thursday-all hands meeting with Ann re: layoffs/budget cuts)
-reminder re: goal for training objectives/class materials
-EDPs are part of Financial Services dashboard
-Customer service survey
-Question from Melissa re: budget balance availability @ biennium crossover

Need updates on:
-Biennium calendar

To Do:
-Learning objectives for "managing budgets" class
-Coordinate FFR for next week's delivery
-Biennium Close Newsletter
-Biennium Close Testing
-One-on-Ones
-

April 13, 2009 Report

What you might be interested in:

• planning for eFEC/MyFD customer support; wrote job description, working on funding/position approval
• Finalized proposal re: Leader's Needs Assessment to be delivered to Ann, Sue & Ruth
• Discussed administrator requirements for RightNow software
• Planning for MyFD transition to Financial Management
• eFECS Training Meeting (checking-in on timelines/tasks/developing interview team/needs assessment interviews)
• Feedback re: newsletter
• participated in RST meeting w/GCA
• Completed final biennium close calendar
• Biennium close testing
• Compiled stats for Charles/Melissa
• Secured training times for 4/28/09 (who will set up training calendar, catalyst survey, lead training, etc)
  

Working on this week

• integrating MyFD into Financial Management (meeting w/ Jeff Folman & Pramilla Chand)
• Determine approach for continuing training
• Training for Burke Museum
• Meeting with Pramilla

**Working 1/2 day Thurs, on vacation Thurs pm, Friday and Monday.**

Things that need to be worked on/followed up on by team:

• Questions for Pramilla
  
• PCA documentation for web
• redo training webpage (remove gmail calendar, add new links to catalyst survey)
• reschedule web meeting
•