Managing Resources
Planning
Level One Skills
- Knows the mission and strategic plans of his/her unit and the University
- Determines objectives for unit and develops plan to effectively support organizational goals
- Develops process for staff input on departmental planning
- Manages time effectively to meet goals and deadlines
Level Two Skills
- Understands how unit work fits into the big picture of the ITU and university
- Identifies critical and less critical activities and assignments, based on mission and strategic plans
- Prioritizes activities making adjustments when appropriate
- Anticipates potential threats or opportunities
- Analyzes and uses data to improve the organization
Project Management
Level One Skills
- Identifies goals, tasks, and resource requirements
- Sets milestones and goals
- Coordinates and communicates with project team
- Provides continual communication with customer
- Meets timelines, budget, and quality expectations
Level Two Skills
- Includes plans for contingencies
- Controls and manages project change requests
- Records lessons learned for sharing with others
- Uses appropriate technology to facilitate project oversight and communication
Budget Management
Level One Skills
- Knows and applies state and university regulations for standard business procedures
- Understands the basics of accounting and budgeting and the university’s accounting structure
- Accesses and reviews standard budget reports as appropriate for the unit
- Creates yearly spending plan for all budget accounts
- Keeps appropriate records of unit spending and tracks it against spending plan
- Reallocates resources as organizational change occurs
Level Two Skills
- Regularly analyzes budget data to identify trends and improve the cost effectiveness of unit processes and practices
- Gathers and organizes credible data to make a business case for changes and additional resources
Information Management
Level One Skills
- Completes management reports as required and takes action to investigate anomalies
- Develops useful and timely information about the unit and the ITU for audiences within and outside the ITU
- Communicates relevant information to staff on a regular basis
- Identifies relevant sources of information for decision-making
- Understands privacy and security policies relevant to information developed and used in the unit
Level Two Skills
- Evaluates credibility of information used in decision-making
- Develops process to monitor information distributed to internal and external audiences for currency, consistency, and correctness (e.g. web site, pamphlets, newsletters)
- Communicates to staff and implements appropriate privacy and security measures for information developed and used in the unit
Change Management
Level One Skills
- Recognizes need for change
- Is open to change and new information
- Involves staff in planning and implementing change
- Keeps staff and customers informed of progress on proposed changes
- Communicates change in a manner that invites support
Level Two Skills
- Encourages flexibility in re-evaluating staff roles and standard operating procedures
- Uses organizational performance assessment to anticipate change
- Plans effectively for change
- Develops processes for staff and/or customer input into proposed changes as appropriate
- Understands and applies strategies for handling negative responses to change
Organizational Performance Assessment
Level One Skills
- Seeks input from senior management, customers and staff on the unit’s performance to assess strengths and weaknesses
- Understands the basic measures by which the performance of the unit is evaluated
- Develops processes for collecting and analyzing such data
Level Two Skills
- Reviews and changes assessment measures as appropriate
- Connects unit performance assessment to unit and University strategic goals
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