Business Operations Special Interest & Educational Groups (BOSIGs)

1. Business Operations Meeting Structure (Quick Reference Guide)The purpose of the Business Operations meeting structure is to establish an efficient and effective means for communicating with business managers, a key administrative leadership group on campus. This structure should support the mission of Yale by facilitating regular, predictable communication between business offices and central administrative groups and the sharing of best practices among business offices. Last updated: 1/15/07 Business Operations Leadership Team (BOLT) weekly Associate Vice President Business Operations Stephen Murphy FAS & Provost’s Office Sr. Director, Bus. Operations Julie Grant Science & Technology Sr. Director, Bus. Operations David Gingerella Other Academic & Support Sr. Director, Bus. Operations Jack Beecher Officers Sr. Director, Bus. Operations Brian Rebeschi Yale Law School Assoc. Dean F&A Mark Templeton Yale School of Management Assoc. Dean, F&A Diane Palmeri Yale School of Medicine Asst. Dean, Finance Carrie Capezzone Business Operations Monthly Meetings (2M) monthly FAS & Provost Julie Grant Science & Technology David Gingerella Other Academic & Support UnitsJack Beecher Officers Brian Rebeschi School of Medicine Cynthia Walker (incl. Yale College, Graduate School, Law, SOM) Humanities SocialSciences AcademicServices YaleCollege semi-monthly Business Operations Advisory Committee (BOAC) Members nominated by BOLT; appointed by AVP Bus Ops BOLT Chair Business Operations Special Interest & Educational Groups (BOSIGs) by group Business Operations Community Meeting YSM Office Operations Research Administrators Group YSM Forum Others… TBD (BOLT Chair) 2x/year Business Operations Semi-Annual Meeting (BOSAM) 1

2. Business Operations Meeting Structure (Purpose, Structure, Contacts)The purpose of the Business Operations meeting structure is to establish an efficient and effective means for communicating with business managers, a key administrative leadership group on campus. This structure should support the mission of Yale by facilitating regular, predictable communication between business offices and central administrative groups and the sharing of best practices among business offices. Business Operations Leadership Team (BOLT) weekly • Purpose: “In support of the research, teaching, and clinical missions at Yale, the (BOLT) is responsible for ensuring faculty, students, and staff receive high quality financial and administrative support. In the same way department business managers are responsible for ensuring high quality support for their departments, BOLT members are responsible for ensuring high quality support for their respective groups of departments, and together BOLT is responsible for ensuring this for the University in total.” (BOLT Team Charter) • All schools/units/departments represented • Chaired by AVP Business Operations • Members named by Vice President for Finance & Administration • Meets weekly (Thursdays, 2-4pm) Contact: Steve Murphy (stephen.murphy@yale.edu; 432-8090) Business Operations Monthly Meetings (2M) monthly • Purpose: disseminate information to business managers; gather feedback from business managers; share best practices; develop mutual support systems; provide training opportunity • All Schools/Units/Departments represented • Each chaired by, or formally connected to, the BOLT • Members: all business managers (lead department administrator) for each department in the group • Monthly scheduled meetings; coordinated agendas Contacts: Julie Grant (julie.grant@yale.edu; 432-7665) David Gingerella (david.gingerella@yale.edu; 432-4807) Jack Beecher (jack.beecher@yale.edu; 436-4640) Brian Rebeschi (brian.rebeschi@yale.edu; 432-2271) Carrie Capezzone (carrie.capezzone@yale.edu; 737-2084) Business Operations Advisory Committee (BOAC) semi-monthly • Purpose: review proposals; provide advice (replaces - and evolves from – Distributed Users Committee/DUCs); key role in advising BOLT and process owners • All Schools/Units/Departments represented • Chaired by BOLT member • Members: 9-12 members; nominated annually by BOLT appointed by AVP Business Operations • Semi-monthly meetings (Thursdays, 12-2pm) Contact: David Gingerella (david.gingerella@yale.edu; 432-4807) Business Operations Special Interest & Educational Groups (BOSIGs) by group • Business Operations Community Meeting • Purpose: parallels, and coordinates with, the 2M meetings (replaces – and evolves from – BOP) • Chaired by a BOLT member • Members: assistant/associate Business Managers; announcements sent to Business Managers • Monthly meetings • Research Administrators Group expanded to entire University • Existing internal committees remain • Other groups convened as needs dictate Contact (Bus Ops Community Meeting): Brian Rebeschi (brian.rebeschi@yale.edu; 432-2271) Contact (other BOSIGs): Jack Beecher (jack.beecher@yale.edu; 436-4640) semi-annual Business Operations Semi-Annual Meeting (BOSAM) • Purpose: provide direct access to University leaders; disseminate important, timely and relevant information; showcase best practices of members of the group; seek feedback on key issues; provide an opportunity for networking and social interaction; provide important and relevant training • Convened by Steve Murphy • Members: all business managers; guest speakers; and special guests of BOLT • Semi-annual meetings Contact: Jack Beecher (jack.beecher@yale.edu; 436-4640) 2