August 2004
E-News for the CSU Quality Improvement Community
Vol. 6, No. 1
Recognizing Excellence in Quality Improvement:
2003-04 Quality Improvement Award Winners
We are proud to announce the winners of the 2003-04 Quality Improvement Awards, which recognize outstanding achievements and contributions in QI throughout the CSU system. The winners are chosen by the Awards Selection Committee, comprised of representatives from CSU campuses.

Quality Improvement Facilitator of the Year
Sarah Whyte, CSU Sacramento (CSUS)

Quality Improvement Facilitators (QIFs) are charged with promoting quality improvement on their campuses and serving as the communication link between their campus, quality improvement committees, and the Chancellor’s Office Quality Improvement Programs staff. Ms. Sarah Whyte, Assistant to the Vice President of Administration and Finance at CSU Sacramento, has been the campus QIF for four years. She serves as the champion of quality improvement on the campus, coordinating the Total Quality Management Council; initiating the guest speaker program; bringing in speakers on quality improvement topics and initiatives; and serving as the key player in the CSUS performance measurement and customer satisfaction surveying initiatives. Ms. Whyte was one of the first QIFs to establish a campus quality improvement newsletter. She demonstrates her commitment to sharing her knowledge of current topics in quality with her colleagues by writing articles for both the newsletter and the Quality Improvement Showcase (found on the Chancellor’s Office Quality Improvement website). Ms. Whyte has successfully established a comprehensive program at CSUS that includes Support Operations and the Academic Affairs Division, an outstanding achievement. Her diligence and commitment to making CSUS a better place for students, faculty, and staff are noticeable in the accomplishments of the campus. In addition to her campus efforts, Ms. Whyte contributes to systemwide QI efforts by serving on the Quality Improvement Planning Committee and subcommittees. She is highly regarded at both CSUS and the CSU system.


Distinguished Service Award

The Distinguished Service Award recognizes an individual for significant contributions to quality improvement systemwide, at his or her campus, or both. This year, the CSU Quality Improvement community recognizes two individuals for their long-term commitment to Quality Improvement Stephen G. Garcia and Katy Rees, both from CSU San Marcos.

 

Stephen G. Garcia, CSU San Marcos (CSUSM)

When he joined CSUSM in 2000 as CFO and Vice President of Finance and Administrative Services, Mr. Stephen G. Garcia adopted a Balanced Score Card (BSC) approach to achieve change in the division. Under strict budgetary constraints, Mr. Garcia committed many resources to the BSC effort including funding for consultants, workshops, training, and attending the Quality Improvement Symposium; the creation and reassignment of staff positions dedicated to the BSC effort; and the formation of two teams to manage and execute BSC initiatives. In addition to committing resources, Mr. Garcia provided strong leadership and support to the BSC team, breaking through barriers within the division and encouraging the BSC team to challenge the status quo and to create a unique program. Mr. Garcia is recognized for his promotion of the BSC effort at the CSUSM campus and his unflagging commitment to and support of the BSC team. Under his leadership, this BSC effort resulted in a number of highly successful initiatives at CSUSM and was recognized as a model for other government and nonprofit organizations in Paul Niven’s book Balanced Scorecard Step-by-Step for Governments and Nonprofit Agencies. Mr. Garcia recently left CSUSM to join CSU Sacramento.

 

Katy Rees, CSU San Marcos (CSUSM)

The 2002 winner of the Quality Improvement Facilitator of the Year Award, Ms. Katy Rees has been instrumental in the development and implementation of the Finance and Administrative Services (FAS) Balanced Scorecard (BSC) initiative. With a position dedicated solely to quality improvement, she has accomplished a number of QI-related achievements both in FAS and at the campus level. For FAS, she completed the rigorous study to become a certified Baldrige examiner, enabling her to inform the BSC development effort as well as the division’s strategic planning. At the campus level, Ms. Rees assisted in strategic planning and WASC accreditation efforts using her facilitation skills, her experience with management software (pbviews), her expertise with performance measurement and data collection, and her knowledge of goal and objective development to enhance these processes. Ms. Rees has also been an invaluable contributor to the systemwide Quality Improvement effort, participating in systemwide and multicampus activities, such as co-training process improvement at San Jose State University; and serving on the Quality Improvement Planning Committee as well as multiple subcommittees. Ms. Rees will continue to serve the CSU system initiatives as the 2004-05 QI Planning Committee Chair.


Honorable Mention – Distinguished Service
Linda Sandy, Cal Poly, San Luis Obispo

Ms. Lindy Sandy accepted the demanding dual role of Coordinator for both Application Management and Application Services and Support Groups at Cal Poly. Linda performed these challenging dual responsibilities phenomenally well, coordinating teams responsible for key enterprise campus systems including student information, e-mail, calendar, Web portal, and other critical applications. As a result of Ms. Sandy’s implementation of best practices, Cal Poly has received international recognition for its innovations in enterprise integration and Web services delivery, including a Best Practice Award from a leading industry trade publication.


Quality Improvement Champion of the Year
Abbi Stone, CSU San Marcos (CSUSM)

The Quality Improvement Champion Award recognizes an individual for outstanding promotion and practice of quality improvement concepts through one or more initiatives. Ms. Abbi Stone, Director of Resources and Special Projects in the Finance and Administration Services (FAS) division at CSUSM, leads the Balanced Scorecard (BSC) Team in the Financial and Administrative Services Division. Ms. Stone developed innovative communication tools including a formal communication plan and matrix to ensure that the BSC team provides timely and accurate information to important stakeholders. Her superior leadership skills and advocacy provide the BSC team direction and support coupled with the freedom to creatively develop activities and initiatives. Ms. Stone has led the implementation of several successful programs within the FAS division such as the Grand Slam program, which allows employees to make suggestions on how to cut costs and improve efficiency. The program has resulted in total savings/cost avoidance of $525,000 thus far. Ms. Stone embodies the values of a Quality Improvement Champion, often referring to the FAS division’s BSC strategy when called upon to resolve issues.


Honorable Mention – Quality Improvement Champion
Steven R. Marx, Cal Poly, San Luis Obispo

Dr. Steven R. Marx, professor of English, adopted the role of guiding Cal Poly toward being a “green campus.” He assembled like-minded individuals to present seminars on natural resources on the 6,000-acre campus in San Luis Obispo. He assembled these presentations into a book titled Cal Poly Land, A Field Guide. The book serves as a guide to the resources on campus and as a text for a popular course on the environmental qualities of campus land. His initiatives set the standard for guiding future and present efforts to manage Cal Poly lands for both education and enjoyment.


Most Valuable Team of the Year
Balanced Scorecard Core Team
Financial and Administrative Services (FAS) Division,
CSU San Marcos

The Most Valuable Team award recognizes the outstanding accomplishment of a team quality improvement effort. The Balanced Scorecard (BSC) Core Team in the FAS division of CSU San Marcos (CSUSM) is charged with developing and communicating the key initiatives of the BSC effort. This includes the development of the Strategy Map; creation and collection of related measures; support of activities related to the BSC; and ensuring ongoing communication to key stakeholders of BSC concepts, measures, initiatives, and outcomes. Since its inception in August 2001, the BSC Core Team has accomplished a phenomenal amount. From developing and distributing a BSC newsletter, to copywriting a BSC Strategy Map and Glossary, to launching employee and customer participation initiatives, to being recognized as a leader in BSC development for governments and nonprofits, the BSC Core Team has had a busy three years. These initiatives have resulted in numerous improvements and achievements for CSUSM including training of other BSC teams, surveys of awareness and attitudes toward BSC, creation of a BSC website and online BSC orientation, and employee skills development workshops to name a few.


Honorable Mention – Team of the Year
Document Pool Concept Team, CSU Fresno

The Document Pool Concept Team at CSU Fresno, comprised of Human Resources staff, was charged with the objective of shortening the time to fill vacant staff positions without compromising the diversity of the pool of qualified applicants using an applicant pool concept. In less than a year, the team developed a new recruitment process, which resulted in campuswide benefits including reducing recruitment time by 50%, creating a more thorough skills and experience screening process, and minimizing time spent by campus managers on recruiting selection.


Honorable Mention – Team of the Year
Automatic Call Distribution Implementation Team, CSU San Bernardino

The cross-functional CSUSB Automatic Call Distribution Implementation Team’s objective was to redesign the method of serving the voluminous number of callers to the Records, Registration and Evaluation Department and to reduce the number of lost calls, long hold time, and incorrectly transferred calls. In approximately half a year, the team completed a physical and organizational restructuring of Enrollment Services, obtained new software, wrote telephone scripts, developed phone trees, and added new voice mailboxes. These efforts increased productivity, enhanced customer satisfaction, improved data gathering, eliminated busy tones and the need for customers to call back, improved accuracy, and enabled less hold time and fewer misdirected calls.


Honorable Mention – Team of the Year
WebComm Team, CSU San Bernardino

The cross-functional WebComm Team at CSUSB was tasked with creating a one-stop website where graduating students could have 24-hour access to register for commencement, provide name card information, print invoices for payment, and complete a graduation survey. In roughly six months, the team completed these goals, effectively permitting students to register for commencement online, anytime; reducing the number of information calls to the Commencement Office; enabling students to track payments, providing more accurate and legible name cards; increasing productivity of office staff; and reducing printing and mailing costs.


Ideas, comments, questions? Have news or other Quality Improvement-related information to share? Contact Briana Anderson at banderson@calstate.edu. Let us know what information would be helpful to include in the Quality Improvement E-News.