09 Status Change Approvals

Research Purpose

OPRE needs a way to implement oversight of their budget within each Portfolio, Division and across the organization as a whole. Planning is a collaborative process across OPRE staff including CORs, Team Leaders, Division Directors and the Budget Team and they need a clear understanding of their budget status and planning in order to make decisions.

Research Goals

• Understand the current process for planning and decision-making
  • How decisions are made and documented
  • Who is involved and responsible
• Identify areas of improvement
  • Understand current challenges
  • Compare current process to an ideal future state
• Explore design options for necessary approvals and oversight
  • Sending to review and tracking pending changes
  • Reviewing and approving
  • Audit and reporting needs

Methods

• 1:1 interviews
• Design feedback sessions

Engagement Groups

• Budget Team
• Division Directors
• Team Leaders
• CORs or other Team Members

Research Plans

May 2023 - Research Plan - Approvals

June 2023 - Research Plan - Planning Process

September 2023 - Research Plan - Approvals Design Feedback