1. Business Operations Special Interest & Educational Groups (BOSIGs) Associate Vice President Business Operations Stephen Murphy Yale School of Medicine Asst. Dean, Finance Carrie Capezzone Officers Sr. Director, Bus. Operations Brian Rebeschi Science & Technology Sr. Director, Bus. Operations David Gingerella Yale School of Management Assoc. Dean, F&A Diane Palmeri FAS & Provost’s Office Sr. Director, Bus. Operations Julie Grant Yale Law School Assoc. Dean F&A Mark Templeton Other Academic & Support Sr. Director, Bus. Operations Jack Beecher Business Operations Leadership Team (BOLT) Business Operations Monthly Meetings (2M) School of Medicine Cynthia Walker Social Sciences Academic Services Yale College Humanities Officers Brian Rebeschi Other Academic & Support Units Jack Beecher FAS & Provost Julie Grant Science & Technology David Gingerella Business Operations Advisory Committee (BOAC) BOLT Chair Members nominated by BOLT; appointed by AVP Bus Ops (incl. Yale College, Graduate School, Law, SOM) Business Operations Semi-Annual Meeting (BOSAM) Research Administrators Group YSM Office Operations Others… TBD YSM Forum Business Operations Community Meeting Business Operations Meeting Structure (Quick Reference Guide) The purpose of the Business Operations meeting structure is to establish an efficient and effective means for communicating with business managers, a key administrative leadership group on campus. This structure should support the mission of Yale by facilitating regular, predictable communication between business offices and central administrative groups and the sharing of best practices among business offices. (BOLT Chair) weekly monthly semi-monthly by group 2x/year Yale University Business Operations “Supporting Yale Together” 1 Last updated: 1/15/07

2. Business Operations Special Interest & Educational Groups (BOSIGs) Business Operations Leadership Team (BOLT) Business Operations Monthly Meetings (2M) Business Operations Advisory Committee (BOAC) Business Operations Semi-Annual Meeting (BOSAM) Business Operations Meeting Structure (Purpose, Structure, Contacts) The purpose of the Business Operations meeting structure is to establish an efficient and effective means for communicating with business managers, a key administrative leadership group on campus. This structure should support the mission of Yale by facilitating regular, predictable communication between business offices and central administrative groups and the sharing of best practices among business offices. weekly monthly semi-monthly by group semi-annual Yale University Business Operations “Supporting Yale Together” Purpose: “In support of the research, teaching, and clinical missions at Yale, the (BOLT) is responsible for ensuring faculty, students, and staff receive high quality financial and administrative support. In the same way department business managers are responsible for ensuring high quality support for their departments, BOLT members are responsible for ensuring high quality support for their respective groups of departments, and together BOLT is responsible for ensuring this for the University in total.” (BOLT Team Charter) All schools/units/departments represented Chaired by AVP Business Operations Members named by Vice President for Finance & Administration Meets weekly (Thursdays, 2-4pm) Purpose: disseminate information to business managers; gather feedback from business managers; share best practices; develop mutual support systems; provide training opportunity All Schools/Units/Departments represented Each chaired by, or formally connected to, the BOLT Members: all business managers (lead department administrator) for each department in the group Monthly scheduled meetings; coordinated agendas Purpose: review proposals; provide advice (replaces - and evolves from – Distributed Users Committee/DUCs); key role in advising BOLT and process owners All Schools/Units/Departments represented Chaired by BOLT member Members: 9-12 members; nominated annually by BOLT appointed by AVP Business Operations Semi-monthly meetings (Thursdays, 12-2pm) Business Operations Community Meeting oPurpose: parallels, and coordinates with, the 2M meetings (replaces – and evolves from – BOP) oChaired by a BOLT member oMembers: assistant/associate Business Managers; announcements sent to Business Managers oMonthly meetings Research Administrators Group expanded to entire University Existing internal committees remain Other groups convened as needs dictate Purpose: provide direct access to University leaders; disseminate important, timely and relevant information; showcase best practices of members of the group; seek feedback on key issues; provide an opportunity for networking and social interaction; provide important and relevant training Convened by Steve Murphy Members: all business managers; guest speakers; and special guests of BOLT Semi-annual meetings Contact: Steve Murphy (stephen.murphy@yale.edu; 432-8090)stephen.murphy@yale.edu Contacts:Julie Grant (julie.grant@yale.edu; 432-7665)julie.grant@yale.edu David Gingerella (david.gingerella@yale.edu; 432-4807)david.gingerella@yale.edu Jack Beecher (jack.beecher@yale.edu; 436-4640)jack.beecher@yale.edu Brian Rebeschi (brian.rebeschi@yale.edu; 432-2271)brian.rebeschi@yale.edu Carrie Capezzone (carrie.capezzone@yale.edu; 737-2084)carrie.capezzone@yale.edu Contact: David Gingerella (david.gingerella@yale.edu; 432-4807)david.gingerella@yale.edu Contact (Bus Ops Community Meeting): Brian Rebeschi (brian.rebeschi@yale.edu; 432-2271)brian.rebeschi@yale.edu Contact (other BOSIGs): Jack Beecher (jack.beecher@yale.edu; 436-4640)jack.beecher@yale.edu Contact: Jack Beecher (jack.beecher@yale.edu; 436-4640)jack.beecher@yale.edu 2