{"id":1476,"date":"2026-04-27T14:45:48","date_gmt":"2026-04-27T14:45:48","guid":{"rendered":"https:\/\/www.tarleton.edu\/finance-administration\/?page_id=1476"},"modified":"2026-04-27T14:45:51","modified_gmt":"2026-04-27T14:45:51","slug":"accountability-reporting","status":"publish","type":"page","link":"https:\/\/www.tarleton.edu\/finance-administration\/accountability-reporting\/","title":{"rendered":"Accountability &amp; Reporting"},"content":{"rendered":"<figure class=\"tn-chart align wp-block-tarleton-charts-embed\" data-tn-chart=\"{&quot;chartId&quot;:&quot;1474&quot;,&quot;height&quot;:420,&quot;tableDefaultExpanded&quot;:false,&quot;overrides&quot;:{},&quot;tableOnly&quot;:false,&quot;hideTable&quot;:false,&quot;tableEnabled&quot;:true}\" role=\"group\" aria-roledescription=\"Chart\" aria-labelledby=\"tn-chart-1474-9587__title\" aria-describedby=\"tn-chart-1474-9587__summary\">\r\n\r\n            <h2 id=\"tn-chart-1474-9587__title\" class=\"tn-chart__title\">Accountability Metrics<\/h2>\r\n    \r\n            <p id=\"tn-chart-1474-9587__summary\" class=\"tn-chart__summary\">Overall University Financial Metrics.<\/p>\r\n    \r\n    <div class=\"tn-chart__canvas\" style=\"height:420px; min-height:420px\">\r\n        <canvas class=\"tn-chart__canvas-el\" aria-hidden=\"true\">\r\n            Chart visualization. A text alternative is provided below.        <\/canvas>\r\n    <\/div>\r\n\r\n            <div class=\"tn-chart__a11y\">\r\n            <button\r\n                type=\"button\"\r\n                class=\"tn-chart__table-toggle\"\r\n                aria-controls=\"tn-chart-table-1476-1474\"\r\n                aria-expanded=\"false\"\r\n            >\r\n                Show data table            <\/button>\r\n\r\n            <div id=\"tn-chart-table-1476-1474\" class=\"tn-chart__table\" hidden>\r\n                <div class=\"tn-chart__tableWrap\">\r\n    <table class=\"tn-chart__table-el\">\r\n        <caption>Accountability Metrics<\/caption>\r\n        <thead>\r\n            <tr>\r\n                <th scope=\"col\">Metric<\/th>\r\n                                    <th scope=\"col\">FY20-21<\/th>\r\n                                    <th scope=\"col\">FY21-22<\/th>\r\n                                    <th scope=\"col\">FY22-23<\/th>\r\n                                    <th scope=\"col\">FY23-24<\/th>\r\n                            <\/tr>\r\n        <\/thead>\r\n        <tbody>\r\n                                            <tr>\r\n                    <td scope=\"row\">Composite Financial Index<\/td>\r\n                                            <td>4.77<\/td>\r\n                                            <td>2.53<\/td>\r\n                                            <td>2.38<\/td>\r\n                                            <td>3.71<\/td>\r\n                                    <\/tr>\r\n                                            <tr>\r\n                    <td scope=\"row\">Operating Reserve Requirement<\/td>\r\n                                            <td>4.49<\/td>\r\n                                            <td>4.36<\/td>\r\n                                            <td>3.48<\/td>\r\n                                            <td>3.73<\/td>\r\n                                    <\/tr>\r\n                    <\/tbody>\r\n    <\/table>\r\n\r\n    <\/div>\r\n            <\/div>\r\n\r\n            <noscript><div class=\"tn-chart__tableWrap\">\r\n    <table class=\"tn-chart__table-el\">\r\n        <caption>Accountability Metrics<\/caption>\r\n        <thead>\r\n            <tr>\r\n                <th scope=\"col\">Metric<\/th>\r\n                                    <th scope=\"col\">FY20-21<\/th>\r\n                                    <th scope=\"col\">FY21-22<\/th>\r\n                                    <th scope=\"col\">FY22-23<\/th>\r\n                                    <th scope=\"col\">FY23-24<\/th>\r\n                            <\/tr>\r\n        <\/thead>\r\n        <tbody>\r\n                                            <tr>\r\n                    <td scope=\"row\">Composite Financial Index<\/td>\r\n                                            <td>4.77<\/td>\r\n                                            <td>2.53<\/td>\r\n                                            <td>2.38<\/td>\r\n                                            <td>3.71<\/td>\r\n                                    <\/tr>\r\n                                            <tr>\r\n                    <td scope=\"row\">Operating Reserve Requirement<\/td>\r\n                                            <td>4.49<\/td>\r\n                                            <td>4.36<\/td>\r\n                                            <td>3.48<\/td>\r\n                                            <td>3.73<\/td>\r\n                                    <\/tr>\r\n                    <\/tbody>\r\n    <\/table>\r\n\r\n    <\/div>\r\n<\/noscript>\r\n        <\/div>\r\n\r\n    \r\n    \r\n<\/figure>\r\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><td><strong>Priority Area<\/strong><\/td><td><strong>Strategic Commitment<\/strong><\/td><td><strong>Strategies<\/strong><\/td><td><strong>Goals<\/strong><\/td><td><strong>Metrics<\/strong><\/td><td><strong>Owner<\/strong><\/td><\/tr><\/thead><tbody><tr><td><strong>Strategic Sourcing for cost savings<\/strong><\/td><td>An affordable, first-class education paired with personalized support from start to finish to help students grow academically, socially, and professionally<\/td><td>Vendor RFI<\/td><td>\u2022 % of total non-salary spend governed by strategic sourcing or vendor initiatives<br>\u2022 % of purchases routed through negotiated contracts<br>\u2022 # of completed sourcing events or strategic cost reviews<\/td><td>\u2022 70\u201385% by end of Year 1<br>\u2022 \u2265 90% compliance<br>\u2022 At least 5\u20137 high-impact categories annually<\/td><td>Lee Banda<\/td><\/tr><tr><td><strong>Process Mapping for Efficiency &amp; Simplification<\/strong><\/td><td>An affordable, first-class education paired with personalized support&#8230;<\/td><td>\u2022 RPA in administrative areas<br>\u2022 Accounts Payable in-sourcing<br>\u2022 Rellevate rollout<\/td><td>\u2022 Save 2,500 staff hours by automating 5 admin processes by June 2026<br>\u2022 Identify and document at least 30% of workflow bottlenecks with improvement plans.<\/td><td>\u2022 # of staff hours saved<br>\u2022 % of bottlenecks identified<br>\u2022 # of processes mapped<br>\u2022 % ready for automation<br>\u2022 process cycle time change<\/td><td>Zach Gorman<\/td><\/tr><tr><td><strong>Create Roles and Responsibilities Matrices<\/strong><\/td><td>Integrated services and clear communications that help students (and faculty\/staff) effectively navigate academic, financial, and administrative processes<\/td><td><\/td><td>\u2022 Improved communication<br>\u2022 Reduced redundancy of effort<br>\u2022 Improved services to units<\/td><td><\/td><td>Kent Styron<\/td><\/tr><tr><td><strong>AI Adoption for process improvement<\/strong><\/td><td>Innovative technology that provides options for learning and engagement&#8230;<\/td><td>Build vs Buy analysis<\/td><td>\u2022 Use AI to improve 8 processes by June 2026<br>\u2022 Reduce manual effort by 30% within 6 months post-deployment<\/td><td>\u2022 # of AI-enhanced processes<br>\u2022 % time saved<br>\u2022 # of AI use cases identified<br>\u2022 pilot conversion rate<br>\u2022 user training count<\/td><td>Zach Gorman<\/td><\/tr><tr><td><strong>Increased Revenue Generation<\/strong><\/td><td>An affordable, first-class education paired with personalized support&#8230;<\/td><td>\u2022 RFP for e-commerce platform<br>\u2022 Marketing plan for new operations (BWW, apparel store, EECU Center)<br>\u2022 Coordination across revenue-generating activities<\/td><td>\u2022 Event Center Break even operations<br>\u2022 Campus store revenue increase __%<br>\u2022 Increased number of conference and events hosted<br>\u2022 increase online sales revenue __%<\/td><td>\u2022 EECU Center revenue and expense<br>\u2022 Campus Store revenue<br>\u2022 Conference and event revenue<br>\u2022 Total Sales &amp; Services revenue<\/td><td>David Martin \/ Lee Banda<\/td><\/tr><tr><td><strong>Availability of Data to Decision Makers<\/strong><\/td><td>Crosses all strategic commitments<\/td><td>\u2022 Determine system of record for major data sources<br>\u2022 Clarify\/finalize data governance structure<br>\u2022 Determine most appropriate platform for each data type<br>\u2022 Continued development of Anaplan<\/td><td>\u2022 Launch enrollment planning dashboard by Jan 2026<br>\u2022 Publish system-of-record and access policies for 10 data domains by March 2026<br>\u2022 Comprehensive research dashboard<\/td><td>\u2022 # of dashboards launched<br>\u2022 % data domains with SoR defined<br>\u2022 # of monthly users<br>\u2022 # of approved definitions<br>\u2022 user satisfaction score<\/td><td>Zach Gorman<\/td><\/tr><tr><td><strong>Reallocation of Resources to Support Strategic Growth<\/strong><\/td><td>An affordable, first-class education paired with personalized support&#8230;<\/td><td>\u2022 HelioCampus Benchmarking<br>\u2022 Cost of Education analysis by program, level, location<\/td><td>\u2022 Identify 5% of expenses for reallocation within units<br>\u2022 Funding Model to support future Ft. Worth growth<br>\u2022 Allocate $1M to research infrastructure<\/td><td>\u2022 $ of expenses reallocated to support strategic initiatives<br>\u2022 Instructional and academic support spending per student<br>\u2022 % growth in research expenditures<\/td><td>Brett Powell \/ Lee Banda<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Priority Area Strategic Commitment Strategies Goals Metrics Owner Strategic Sourcing for cost savings An affordable, first-class education paired with personalized support from start to finish to help students grow academically, &#8230;<\/p>\n","protected":false},"author":3,"featured_media":580,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-fullwidth.php","meta":{"_acf_changed":false,"inline_featured_image":false,"advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":""},"class_list":["post-1476","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"coauthors":[],"author_meta":{"author_link":"https:\/\/www.tarleton.edu\/finance-administration\/author\/keegan-2-2-2-2-2-2-2-2-2-2-2-2-2-2-2\/","display_name":"keegan"},"relative_dates":{"created":"Posted 1 week ago","modified":"Updated 1 week ago"},"absolute_dates":{"created":"Posted on April 27, 2026","modified":"Updated on April 27, 2026"},"absolute_dates_time":{"created":"Posted on April 27, 2026 2:45 pm","modified":"Updated on April 27, 2026 2:45 pm"},"featured_img_caption":"","featured_img":false,"series_order":"","_links":{"self":[{"href":"https:\/\/www.tarleton.edu\/finance-administration\/wp-json\/wp\/v2\/pages\/1476","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.tarleton.edu\/finance-administration\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.tarleton.edu\/finance-administration\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.tarleton.edu\/finance-administration\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.tarleton.edu\/finance-administration\/wp-json\/wp\/v2\/comments?post=1476"}],"version-history":[{"count":1,"href":"https:\/\/www.tarleton.edu\/finance-administration\/wp-json\/wp\/v2\/pages\/1476\/revisions"}],"predecessor-version":[{"id":1477,"href":"https:\/\/www.tarleton.edu\/finance-administration\/wp-json\/wp\/v2\/pages\/1476\/revisions\/1477"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.tarleton.edu\/finance-administration\/wp-json\/"}],"wp:attachment":[{"href":"https:\/\/www.tarleton.edu\/finance-administration\/wp-json\/wp\/v2\/media?parent=1476"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}