Meeting Summaries

 

The DFA DEI Action Planning Workgroup will meet regularly through fall term FY23 to develop a five-year DEI action plan. Workgroup co-chairs report to the DFA Senior Leadership Team monthly. Summaries from the workgroup meetings can be found below (links to PDF documents). The DFA plans to begin/continue staged implementation of specific projects in January 2023. 

Workgroup Charge and Members

 

The Diversity Equity & Inclusion Action Planning Workgroup meets weekly and reports up to the Division of Finance and Administration Senior Leadership Team monthly.

CHARGE

One of the Division of Finance and Administration’s shared goals for fiscal year 2022 (FY22) is to “create and begin to implement a division-wide diversity, equity and inclusion (DEI) strategy for FY22-26 using the We Have Work to Do framework and the DFA Framework for Success performance metrics system. It is critical that the Division of Finance and Administration take more concrete actions to advance OSU’s goal to create a culture of belonging, collaboration and innovation, and align with the university’s plans for inclusive excellence.

Specifically, this workgroup will recommend a range of actions and activities that all division units can contribute toward, with a focus on:

  • Reviewing policies, standards and processes to remove barriers and expand access to DFA services

  • Increasing employee diversity through recruitment and retention strategies

  • Expanding inclusion, equity and a sense of belonging among current division employees, including a consideration of employee recognition programs

  • Increasing the impact of DFA employees’ day-to-day work has on diversity, equity and inclusion goals at OSU

To achieve this objective, the division will utilize an adaptive planning process with the guidance of the Office of Institutional Diversity:

  1. Charge an action planning workgroup to oversee the process

    1. Broadly representative of DFA (across organization, functions, roles)

    2. Engage in shared learning about organizational change, equity, policy development

    3. Conduct stakeholder outreach and collect input

  2. Initiate the deliberative phase

    1. Envision a future state for DFA animated by inclusive excellence

    2. Engage in systematic inquiry to assess opportunities for growth and change

    3. Design the DFA’s diversity, equity and inclusion action plan

By  December 2022, this workgroup will collaborate with the vice president and DFA senior leaders to develop a slate of division-wide diversity, equity and inclusion actions for FY2022 through FY2026. Following this work, the action planning workgroup will transition to a steering committee to sustain the iterative phase of the DEI action plan, implement actions, monitor progress, and incorporate learning to adapt actions and objectives.

The workgroup will initially spend time engaging in learning, so everyone has a shared understanding of terms and concepts, the basics of organizational change theories, and an idea of how policies can lead to inequities among people.

Early in the process, the workgroup will create a communication plan that includes community outreach and regular sharing of information. The workgroup will collect and analyze relevant data, including stakeholder input, division self-assessments, employee surveys, focus groups and institutional data. The workgroup will identify specific actions and proposed metrics for the division’s DEI priorities that map to the Framework for Success.

Workgroup members will meet weekly. The committee co-chairs will meet monthly with the division’s senior leadership team, and senior leaders will be invited to workgroup meetings as needed for discussion and decision-making. The vice president will provide some limited funding to facilitate the workgroup’s meetings.

 

Workgroup Members

Teresita Alvarez-Cortez, Acting Assistant Vice President, Strategic Diversity Initiatives, Office of Institutional Diversity  (workgroup advisor)
Christine Atwood, Administrative & Diversity Manager; Procurement, Contracts & Materials Management
Machelle Bamberger, Hazardous Waste Safety Officer, Environmental Health & Safety
Kirsten Bradley, Project Manager, Enterprise Project Portfolio Management Office
Todd Cross, Trades Maintenance Coordinator, Facilities Services
Tracy Elmshaeuser, Executive Assistant to the Senior Associate Vice President for Administration
Tom Fenske, Business Center Manager (HSBC, BEBC), Controller’s Unit (workgroup co-chair)
Keith Foster, Insurance Contract Specialist, Insurance & Risk Management
Anne Gillies, Search Advocate Program Director, University Human Resources
Jessica King, Travel & Expense Support Specialist, Controller’s Unit

 

Mary Macy, Fiscal Coordinator 2 (FOBC), Controller’s Unit
Daniel Mahoney, Academic Liaison, University Human Resources
Melissa Medina, Retirement Officer, University Human Resources
Keahi McFadden, Executive Assistant to AVP of University Facilities, Infrastructure & Operations (workgroup co-chair)
Christina McKnight, Director, Insurance & Risk Management
Stephen Nelson, Chief Procurement Officer; Procurement, Contracts & Materials Management
Bob Richardson, University Land Use Planning Manager, Capital Planning & Development
Aviva Rivera, Business Center Manager (FOBC, CEOAS), Controller’s Unit
Melanie Rose, Manager of DFA Strategic Initiatives (workgroup administrator)
Justin Schaffer, Fiscal Coordinator 2 (HSBC), Controller’s Unit
Stephanie Smith, Fiscal Coordinator 2 / Travel Administrator, Controller’s Unit
Sudie Swader, Fiscal Coordinator 1 (AMBC), Controller’s Unit

Project Roadmap

 

The workgroup initially spent time engaging in learning, to develop a shared understanding of terms and concepts, the basics of organizational change theories, and an idea of how policies can lead to inequities among people.

Early in the process, the workgroup created a communication plan that includes community outreach and regular sharing of information. The workgroup will collect and analyze relevant data, including stakeholder input, division self-assessments, employee surveys, focus groups and institutional data.
The workgroup will identify specific DEI actions and suggest a plan for implementation and metrics development that aligns with the DFA Framework for Success. The workgroup will make recommendations for effective employee recognition across the division and within units, with consideration of equity and inclusion.

Workgroup members typically meet weekly. The committee co-chairs meet monthly with the division’s senior leadership team, and senior leaders will be invited to workgroup meetings as needed for discussion and decision-making. The vice president will provide some limited funding to facilitate the workgroup’s meetings.

Workgroup members will be released from their typical schedules for 2 hours each week, as needed, to allow for participation in committee meetings and contributions to shared work. Workgroup members will receive a letter of commendation from the vice president and recognition of their contributions at the division’s annual meeting.