Background

The Operational Excellence Program began in the fall of 2009 with a comprehensive diagnosis of the campus operational and financial environment led by a campus steering committee and facilitated by the outside consultancy Bain & Company. Through this diagnosis, the committee identified several key areas that offer significant opportunities to improve UC Berkeley’s operational effectiveness while reducing the costs of campus operations.  Taken together, the committee projected that UC Berkeley could potentially reduce its annual administrative expenses by $100 million; the Chancellor later chartered the effort with a goal of $75 million that leadership judged to be more achievable.

In April of 2010, the design phase of the OE Program began with the appointment of seven initiative teams, co-sponsored by academic and non-academic campus leaders. The objective of these design teams was to identify, develop, and propose projects that could deliver the efficiencies and operational improvements identified in the Diagnostic Phase. Members of the faculty, along with administrative leaders, served as co-sponsors of each of the seven OE design initiatives and serve on the OE Program Coordinating Committee as well.  

Initiative teams completed their design work in winter of 2011 and submitted more than 40 project proposals for consideration, including proposal summaries, requests for resources, and business cases for all individual OE Program proposals.

As projects were evaluated and approved, separate teams were formed to coordinate and oversee their implementation.  Depending on complexity, the duration of individual project implementations varied from a few months to several years.  Once projects were completed, they were transitioned to ongoing operations in the appropriate campus offices.

GOVERNANCE

The Governance structure consisted of a four-member Executive Committee comprised of the Chancellor, the Executive Vice Chancellor and Provost, the Vice Chancellor for Administration and Finance, and the OE Program Faculty Head.  The OE Program Coordinating Committee made recommendations to the Executive Committee and was comprised of faculty and staff leaders of the seven design initiative teams, the Chair of the Academic Senate, and the Presidents of both the ASUC and the Graduate Student Assembly. The OE Program Office coordinated and supported the activities of OE project teams.

OE EXECUTIVE COMMITTEE (RETIRED) 


Provided overall direction and final authority for Operational Excellence

Nicholas Dirks, Chancellor 

Claude Steele, Executive Vice Chancellor and Provost

John Wilton, Vice Chancellor, Administration and Finance

Andrew Szeri, OE Program Office Faculty Head, Vice Provost for Strategic Academic and Facilities Planning

OE COORDINATING COMMITTEE (RETIRED)

Addressed common challenges and opportunities, enrolled stakeholders, and provided recommendation on project implementation strategy and execution. Also provided direction to the initiative teams and developed recommendations on project proposals.

Gibor Basri, Vice Chancellor, Equity and Inclusion

Alex Bell, Professor of Chemical Engineering and Department Chair, Sponsor Finance Initiative, CalPlanning Sponsor

Chris Christofferson, Assistant Vice Chancellor, PPCS, Sponsor Energy Management Initiative, Sponsor Energy Management Project

Ron Coley, Associate Vice Chancellor, Business and Administrative Services, Sponsor Procurement Initiative, Sponsor BearBuy Project

Elizabeth Deakin, Academic Senate Chair

Max Gee, President, Graduate Assembly

Keith Gilless, Dean, College of Natural Resources, Sponsor Organizational Simplification Initiative, Sponsor Campus Shared Services Project

Cathy Koshland, Vice Provost, Sponsor Student Services Initiative, Sponsor Cal Student Central, Sponsor Student Technology Roadmap

Harry Le Grande, Vice Chancellor, Student Affairs, Sponsor Student Services Initiative, Sponsor Cal Student Central, Sponsor Student Technology Roadmap

Rich Lyons, Dean, Haas School of Business, Sponsor High Performance Culture Initiative, Sponsor Strategic Management and Metrics Project, Sponsor Berkeley Operating Principles

DeeJay Pepito, President, Associated Students of the UC

Jeannine Raymond, Assistant Vice Chancellor, Human Resources, Sponsor High Performance Culture Initiative, Sponsor CalTime Project, Sponsor Berkeley Operating Principles, Working Sponsor Strategic Management and Metrics

Lyle Nevels, Associate Vice Chancellor, Information Technology & CIO, Sponsor Informational Technology Initiative, Sponsor IT Productivity Suite Project, Sponsor IT Governance Project

John Wilton, Vice Chancellor, Administration and Finance, Sponsor Organizational Simplification Initiative, Sponsor Campus Shared Services, Executive Sponsor Transformation Support Services Project

Jennifer Wolch, Dean, College of Environmental Design, Sponsor Energy Management Initiative, Sponsor Energy Management Project

Paul Wright, Director, CITRIS, Sponsor Informational Technology Initiative, Sponsor IT Governance Project