Organizational Goals and Objectives
Financial and Resource Management
Goal: Texas Cooperative Extension will maintain the public trust as a state agency through internal and external accountability practices.
Statement of Support: In the age of accountability, it is imperative that Texas Cooperative Extension demonstrate how funding is allocated and spent.
Objective 1: Seek increased revenue from federal, state, and local revenues to meet a realistic, long-term estimate of need while maintaining proper or fiscal
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Strategy |
Timeline/Measure(s) |
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Conduct bimonthly budget review with budget manager and budget center administrator. |
2007–2012: Bimonthly. |
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Each budget center will develop a strategic plan for increasing funding support for targeted program areas. |
2007–2012: Plan reviewed annually in July by Extension director and CFO. |
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Each budget center will be responsible for their units’ compliance with established rules/procedures for fund management. |
2007–2012: Annual report summary submitted to the director by November 30 for previous fiscal year. |
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Random fiscal reviews of units will be conducted on an annual basis by the Ag Program Fiscal Office. |
Annually. |
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Each budget center will maximize current funding allocations to address priority issues and will be evaluated on the use of the dollars on an annual basis. |
2007–2012: Annual budget center expenditure summary submitted to the director by November 30 for previous fiscal year. |
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Extension will offer employee training on “Grantsmanship.” |
Annual: Learning opportunities catalog identifies grantsmanship training opportunities. |
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County Programs Budget Center will analyze implementation of the County Equity Plan and develop strategies for increasing county funding support on an annual basis. |
Annual: County Equity Plan reviewed by associate director for county programs; annual status report/recommendations submitted to the director by July. |
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Each Budget Center will implement a program interpretation plan that will demonstrate impact of Extension programming to key stakeholders on an annual basis. |
Annual report to the director submitted in July. |
Objective 2: Maximize partnerships with relevant agencies/organizations for increased leveraging of resources and complementary involvement in programs.
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Strategy |
Timeline/Measure(s) |
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Each Program Budget Center will establish an annual goal for expanding partnerships with external entities that will result in effective/efficient leveraging of resources. |
Annual goal submitted to Extension director by July. |
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Recognition of employees demonstrating success in obtaining external funding will be implemented by management within each Budget Center, e.g., Performance Appraisal Conferences, Salary Enhancement Program, Awards and Recognition Programs. |
Annual analysis by management. |
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External agencies and organizations will be recognized for their significant/sustained collaborative support of Extension program efforts through the annual Partnership Awards Program. |
Annual selection of Extension Partnership Awards by Extension Leadership Council. |
Objective 3: Aggressively pursue private gifts in support of quality programs.
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Strategy |
Timeline/Measure(s) |
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Each budget center will collaborate with the Ag Program Foundation Office to assess opportunities for funding support from private gifts on an annual basis. |
Annual conference with Ag Program Foundation officer; proposed plan submitted to the Extension director by July. |
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Appropriate processes will be in place to administer the allocation of funding obtained through private gifts, i.e., Texas 4-H Foundation, Meatra Harrison Endowment, Helen Huggins Endowment, etc. to maximize Extension programming. |
Annual implementation by appropriate budget center administrator. |
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Encourage Extension employees to contribute to the Extension Family Campaign in support of targeted areas identified by the Extension Family Campaign Committee and Extension administration. |
Annual: Examples of targeted areas include Graduate Study Scholarships, Professional Development Scholarships, Innovative Programs, and Recognition and Organizational Development. |
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Extension administration will implement a plan to encourage retirees, especially administrative retirees, to support endowments. |
Annual communication with retirees/recognition of contributors. |
Objective 4: Fees should be used to augment relevant Extension programming.
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Strategy |
Timeline/Measure(s) |
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Each budget center will analyze current program efforts to identify relevant “specialty” programs that can recover costs. |
Annual report to the director by July. |
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Each budget center will establish a target for revenue that will be generated from fee-based programs and/or sale of curriculum/resources. |
Annual report to the director by July. |
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Employees will be recognized for their ability to recover program costs through fee-based programs through Performance Appraisal Conferences, Salary Enhancement Program, Awards and Recognition Programs, etc. |
Annual review of performance by management. |
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All new Extension employees will be trained on the financial and legal issues related to the collection of user fees. |
Annual: Topic included in New Employee Orientation Session. |
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External support groups will be trained on best practices for managing funds generated in support of Extension programming. |
Annual training for new volunteers/external groups, as appropriate, conducted by Extension agents. |
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Management will assure compliance with “Best Practices for Financial Resource Management” by implementing annual compliance reviews among units and counties. |
Annual review by management. |
Table of Contents
Index of Organizational Goals and Objectives
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Contact:
Director
Texas Cooperative Extension
112 Jack K. Williams Administration Building
7101 TAMU
College Station, TX 77843-7101
Ph: 979-845-7967
Fax: 979-845-9542
September 2007