1. Strategic Planning – A View From Outside CAUBO Pre-Conference Workshop 12 June 2004

2. Agenda  Focus on Performance  Planning Best Practice Principles  An Strategic Planning Roadmap

3. PERFORMANCE MANAGEMENT By employing advanced planning and performance management techniques, technologies and practices, corporations/organizations will dramatically reduce the variability of outcome in their performance management initiatives and ‘reach’ optimal performance in the areas of: Return (productivity, profitability, growth, alignment) Investment (efficiency, utilization, resource allocation, capital) Behavior (culture, vision, goals, and objectives) Performance Planning Spreadsheets Green-Line

4. Agenda  Focus on Performance  Planning Best Practice Principles  A Strategic Planning Roadmap

5. Principles of best-practice architecture  Model-based to express the whole business  Take the guesswork out of planning, more dimensions, driver-based

6. Principles of best-practice architecture  Model-based to express the whole business  Take the guesswork out of planning, more dimensions, driver-based  Enables high participation  Engage team closest to the business, shorten cycle, spread workload

7. Principles of best-practice architecture  Model-based to express the whole business  Take the guesswork out of planning, more dimensions, driver-based  Enables high participation  Engage team closest to the business, shorten cycle, spread workload  Superior collection, control, and collaboration  Eliminate misunderstanding and rework that is non-value added and makes cycles lengthy

8. Principles of best-practice architecture  Model-based to express the whole business  Take the guesswork out of planning, more dimensions, driver-based  Enables high participation  Engage team closest to the business, shorten cycle, spread workload  Superior collection, control, and collaboration  Eliminate misunderstanding and rework that is non-value added and makes cycles lengthy  Timeframe-appropriate planning  Plan in any time dimension—short-term vs. long-term horizon  Support high frequency, real-time updates, rolling forecasts, better visibility

9. Agenda  Focus on Performance  Planning Best Practice Principles  An Strategic Planning Roadmap

10. 1234 Planning Best Practice Planning Roadmap Where are you? Identify Pain & Resolve Beyond Finance CPM- Maximize Value

11. 1234 Planning Best Practice Planning Roadmap Where are you? Identify Pain & Resolve Beyond Finance CPM- Maximize Value Visibility Pockets of data Control/Versioning “Million Spreadsheet March” Cycle Time Plan cycles exceed business cycles Accountability Debating the numbers Predictability

12. 1234 Planning Best Practice Planning Roadmap Where are you? Identify Pain & Resolve Beyond Finance CPM- Maximize Value Visibility Pockets of data Control/Versioning “Million Spreadsheet March” Cycle Time Plan cycles exceed business cycles Accountability Debating the numbers Predictability A Wider/Deeper View cross enterprise value High Participation Tap Knowledge experts Execution Reduce cycles by 80% Rolling forecasts Continually align investment with market opportunity Timeframe-appropriate plans

13. 1234 Planning Best Practice Planning Roadmap Where are you? Identify Pain & Resolve Beyond Finance CPM- Maximize Value Visibility Pockets of data Control/Versioning “Million Spreadsheet March” Cycle Time Plan cycles exceed business cycles Accountability Debating the numbers Predictability A Wider/Deeper View cross enterprise value High Participation Tap Knowledge experts Execution Reduce cycles by 80% Rolling forecasts Continually align investment with market opportunity Timeframe-appropriate plans Student Lifecycle EXECUTIVE MANAGMENT Tuition Physical Plant FINANCE Admin Capital Grants Advancement TECHNOLOGY IT/R&D HUMAN RESOURCES

14. 1234 Planning Best Practice Planning Roadmap Where are you? Identify Pain & Resolve Beyond Finance CPM- Maximize Value

15. Performance Management Strategic Alignment 1234  Ability to set goals, make plans, and measure progress is a baseline requirement  Reporting and Analysis across all time horizons (past, present, future)  Leverage existing infrastructure

16. Rich Lanahan 952-876-6882 Rich.Lanahan@cognos.com Rich.Lanahan@cognos.com Contact Information