2009 ACTION LEARNING PROJECTS SUMMARIES
Participants in the Business & Finance Leadership Academy worked in teams to:
- Develop and use their project management skills
- Apply information learned from the B&F Leadership Academy courses
- Contribute to the overall effectiveness of B&F by working on projects identified by B&F senior staff
A short description and a PowerPoint presentation for each project appear below.
1. Energy Conservation Incentives
Develop incentives for B&F units to conserve energy. Central units, unlike the schools and colleges, do not realize direct financial savings from reduced use. The program should be based on measurable activity levels, but the incentives do not necessarily need to be financial.
| Senior Staff Sponsor |
Sustaining Sponsor |
Leadership Academy Team |
| Hank Baier (AVP F&O) |
Rich Robben (F&O) &
Tony Burger (Finance) |
Colin Anderson, Debbie Gowan, Keith Johnson, Jarrod Van Kirk |
Click here for the PowerPoint slides.
2. Creating a Flexible Work System
B&F is a multifaceted organization with diverse work requirements and environments, yet there may be ways that a flexible work system can support organization/department goals, support cost saving (and space saving) initiatives, and improve employee satisfaction. The goal of this project is to develop recommendations to help guide B&F managers and staff to improve consistency in the application and evaluation of flexible work arrangements.
| Senior Staff Sponsor |
Sustaining Sponsor |
Leadership Academy Team |
| Greg Tewksbury (Treasurer) |
Paul Moggach (Finance) &
Jennie McAlpine (UHR) |
Mike Contrera, Jeanette Frost, Lukeland Gentles, Peggy Sheagren, Brandy Wood |
Click here for the PowerPoint slides.
3. Managing the Administrative Impact of Organizational Changes
Hundreds of changes in organization structure occur every year at the University: departments merge, split, move to different units, etc. Changes in organization structure create the need for changes in business processes, routings and approvals, system access, data structures, organization codes, official organization charts, and more. This project analyzes all administrative impacts of an organizational change and documents them in a user friendly way. The deliverable is a "guide" for departments to use when going through an organization change.
| Senior Staff Sponsor |
Sustaining Sponsor |
Leadership Academy Team |
| Laura Patterson (MAIS) |
Sue MacDavitt (UHR) & Lisa Harris (MAIS) |
Kristie Beckon, Cathy Handyside, Matthew Hicks, Denise Stegall, Deb Talley |
Click here for the PowerPoint slides.
4. Engaging Staff in Cost Reduction Strategies
Process improvement strategies in other organizations have enjoyed some success in goal achievement by engaging all staff in idea generation and commitment to outcomes. This project is to prepare a proposal for B&F to effectively use an employee engagement strategy to identify the next cross-functional cost saving ideas and contribute to a culture where staff feels a sense of ownership and pride in the value they add to the U-M.
| Senior Staff Sponsor |
Sustaining Sponsor |
Leadership Academy Team |
| Tim Slottow (EVPCFO) |
Laurita Thomas (AVP-UHR) & Beth Farrell (MAIS) |
Andrew Berki, Marjory Falconer, Brian Heldt, Mark Nelson, Mike Swanson |
Click here for the PowerPoint slides.
5. Knowledge Transfer and B&F High Performance Network
The U-M will experience a significant number of retirements in the next five to seven years. Develop a compendium of strategies to assist leaders in planning for effective ways to ensure the transfer of knowledge required to sustain and advance the University. Additionally, in thinking about how we can best prepare our next generation of managers, consider that many successful managers report that having a mentor was a valuable part of their development and career success. Include in your project deliverable, a high performance network proposal for B&F. What would it look like? How would the high potential employees be identified, the goals and potential outcomes of a high performance network, etc.
| Senior Staff Sponsor |
Sustaining Sponsor |
Leadership Academy Team |
| Laurita Thomas (AVP UHR) |
Phil Smith (UHR) &
Judy Smith (Finance) |
Ted Makowiec, Terence Houser, Kristin Miller, Crystal James
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Click here for the PowerPoint slides. |

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