Common Shadow System A Case Study By CSU San Marcos

Why a Common Shadow? CHABSS Audit Observations Working Group Established Timeline Established Peer Groups Established

Timeline May – July – weekly Working Group meetings July – 2 training roll out sessions August – open lab workshop – troubleshoot / answer questions September – January – monthly individual meetings with ACS/trainers January – Mid Year mandatory training/workshop February – June – monthly individual meetings with ACS/trainers June – End of Year open lab workshop / Survey July – Working Group Debrief

Challenges Size of college New common shadow program 23 Administrative Coordinators to train 24 Academic Departments and 10 Labs New common shadow program Peer to Peer training model Resistance to change Variant Excel skill levels Accurate Projection Practices

Opportunities Consistency for Dean’s office budget team Power of Pivots Department Chairs having better understanding of their budgets/spend Faculty having immediate access to where they are on PD Admin Coordinators ability to reconcile quickly and accurately

What we learned Imperative to have top down (Dean’s office) support Trainings in the Summer Year long roll out

Our Materials PAR Website – https://www.csusm.edu/par/budgettrackingandreconciliation.html