1. Developing a Year-end Plan OSPS Year-end Mini-Conference Presented by: Katherine Bremser Date: October 19, 2009

2. 2 Old Adage “He who fails to plan, plans to fail”

3. 3 Purpose Timely and Accurate W-2 Forms Minimum number of W-2 corrections –Better service to employees –Less risk for the agency

4. 4 Key Resources Statewide Payroll Processing Calendar Recommended Payroll Practice – Year End Payroll Processing System reports Year-end calendar or check list

5. 5 Planning Starts January 1 Part of your annual strategic business planning –Many issues are “all year” –Have controls in place throughout the year Year end should be a review and finalization –A safety net to ensure W-2 accuracy

6. 6 Developing Your Plan Written format Identify all tasks Assign tasks to staff Schedule meetings with key business partners Schedule communications

7. 7 Developing Your Plan Review problem areas from last year Develop a check list or other way to be sure you are on track Establish check points Ensure training and consistency in processing year-end terminations “Steal Shamelessly” -- good ideas are everywhere!

8. 8 Enlist Support Make sure that your manager understands and supports your year- end plan Provide a list of all of the risks associated with non-compliance –Ask for support in enforcing expectations of key business partners

9. 9 Lessons Learned Consider a year-end review of what worked and what didn’t Log issues to help in the following year’s planning

10. 10 2009 Gold Star Winners Department of Justice – Verlene Patton, Manager Department of Forestry – Betsy Kelly, Manager http://oregon.gov/DAS/SCD/OSPS/c hecklist.shtml#Year_Endhttp://oregon.gov/DAS/SCD/OSPS/c hecklist.shtml#Year_End

11. 11 What questions do you have?