Governance structure for phase 1 of the Anaplan budget tool implementation
Core Team
Who?
Members from BFP and VCAA; Includes leadership in budget and finance, budget analysts, communications and training
What?
- Meet weekly or multiple times a week with the vendor
- Work to build system components for review
- Prepare and complete demos of system functionality
- Manage vendor communication and campus coordination
- Ensure Phase 1 implementation goals are achieved
Project Team
Who?
Campus budget representatives; From CMCI, RIO, Athletics, CEAS, Advancement, I&S, Music, A&S, Student Affairs, VCAA and OIT
What?
- Meet monthly or every other week throughout Phase 1 implementation
- Make recommendations about system functionality
- Review system demos and make suggestions for improvement or approve functionality
- Ensure system meets campus needs while considering Phase 2 unit needs
- Provide information to other campus partners and note when functionality may require additional campus conversations
Technical Team
Who?
System HCM, CCO, UIS and Boulder OIT
What?
- Implement technical operations, such as single sign-on, data integrations, etc.
- Assist in coordination with vendor on technical needs
Project Team Subgroups (Ad Hoc)
Who?
Project team members and other campus stakeholders
What?
- Brought together as needed based on specialized knowledge and skills
- Implement specific components and functionality (auxiliary funds, gift funds, merit process, etc.)