Implementation Guide Implementation Guide The purpose of this

Implementation Guide

Implementation Guide The purpose of this guide is to provide information and resources to help with the Implementation Phase of the BEYOND strategic plan. • • • Background Strategic Priorities Objectives/Initiatives/Owners/Teams Meetings & Decision-Making Protocols Initiative Implementation Timeline Initiative Planning Template Objective Owner Checklist CASCADE Project Management Software Resources 2

Background • 3 Year Strategic Plan - 2021 to 2024 that positions us for long term success. • • BEYOND Rankings BEYOND Borders BEYOND Classrooms and Labs BEYOND Excellence • Development was led by Dr. Paul Friga and a group of MBA and undergrad students from UNC Kenan-Flagler Business School along with a Task Force made up of senior leaders from the School • The plan was shaped by significant contributions from faculty, staff, students, alumni and an Advisory Committee made of partners from academia and industry • 25 Planning Meetings, 475 People Hours • 10 Town Halls, 300+ different participants • 13 Surveys with 1, 955 Responses • The plan consists of 4 phases: Assessment, Visioning, Strategy & Implementation 3

Background Going BEYOND Together • We are moving into a new phase for the UNC Eshelman School of Pharmacy. • We have developed a strong plan together. • We will address our sustainability issues together. • Only together can we can go BEYOND excellence. 4

Strategic Priorities Create the most engaging culture • Foster Diversity, Equity, & Inclusion • Improve Well-being & Resiliency • Expand Engagement Carla White Suzie Harris Angela Lyght Accelerate innovation and transformational change in pharmacy and the pharmaceutical sciences • Prioritize Research & Translation • Develop Educational Offerings • Advance Practice K. Brouwer/J. Bamforth Mary Mc. Clurg Stefani Ferreri Improve operating efficiency to invest in strategic areas • Optimize Cost/Expense Levers • Drive New Revenue Generation • Enhance Facilities and Physical Space Matt Rivenbark Angela Kashuba Scott Savage 5

Priority #1: Create the most engaging culture Objectives Initiatives Recruit and retain diverse talent Foster Diversity, Equity, & Inclusion (Carla White) Prepare culturally intelligent professionals Build an inclusive community Improve Well-being & Resiliency (Suzie Harris) Expand Engagement (Angela Lyght) Proposed Team Members Ami Patel, John Bamforth, Annie Hager-Blunk, Pamela Davis -Reeves, Klarissa Jackson, Jennifer Lafata, Sara Pettaway, Nicole Kenny, Justin Veeder (postdoctoral fellow), Kevin Wiltz (alumnus), Christian Brown (PY 2), Ava Vargason (graduate student), Marshall Winget (PY 2) Create a comprehensive employee and student wellbeing program Establish cross-campus collaborations to implement best practices that promote wellbeing and resiliency across health sciences Provide access to mentorship and educational opportunities for career advancement and continuous professional development Improve culture through school and unitspecific initiatives Brad Wingo, Mike Jarstfer, Heidi Anksorus, Mike Mulkeen, Kyle Ritter (PY 2), Frank Tillman (UNCH) Scott Savage, Mary Mc. Clurg, Jo Ellen Rodgers, Austin Companion, Laura Bratsch, Adam Persky, Ashlie Thomas, Carla Mayorga 6

Priority #2: Accelerate innovation and transformational change in Objectives pharmacy & pharmaceutical sciences Prioritize Research & Translation (Kim Brouwer/ John Bamforth) Develop Educational Offerings (Mary Mc. Clurg) Advance Practice (Stefanie Ferreri) Initiatives Create a strategy and secure significant personnel resources to become a recognized leader in neuroscience drug discovery/development & therapeutic applications Proposed Team Members Near Term: Sumitra Pati, Ruth Everett, Nathan Blouin Long Term: add Stephen Frye, Erin Heinzen, Jeff Aube, Bryan Roth Use translation and entrepreneurship to deliver tangible new products and services all the way to the market; enhance IP commercialization for greater success Roy Zwahlen, Kelly Collins, Stefanie Ferreri Launch new high value, sustainable degree programs Education Advisory Committee (EAC) - Mary Mc. Clurg, Amanda Corbett, Wendy Cox, Stephen Eckel, Chris Gosk, Josh Guffey, Mike Jarstfer, Catherine Mac. Allister, Jacqui Mc. Laughlin, Denise Rhoney, Carla White, Heidi Collins Launch micro credential, professional education, and resources for emerging and untapped careers EAC, and additional staff and faculty Establish programs to attract and retain students in rural and underserved areas in NC EAC, Wendy Cox, Mike Jarstfer Transform the business model to develop sustainable pharmacy services in NC Advance the delivery and quality of patient care in community pharmacy and ambulatory care across NC Proposed: Mary Mc. Clurg, Greene Shepherd, Mollie Scott, Jon Easter, and Stephanie Kiser, Betsy Sleath, Nicki Reitter, Macary Marciniak, Benyam Muluneh, Lesha Carpenter, UNC Health (Udobi Campbell, Tim Weber), Western and Eastern (Skip Cummings) NC representatives, Payor perspective (Medicaid, BCBS) 7

Priority #3: Improve operating efficiency to invest in strategic areas Objectives Optimize Cost/Expense Levers (Matt Rivenbark) Initiatives Proposed Team Members Create resource allocation for all expenses Core: Scott Savage, and Roy Zwahlen. Others: Budget Committee (BC) and FAO Directors - Albert Bowers, Shawn Hingtgen, Mary Mc. Clurg, Shawn dos Santos, Mollie Scott, Betsy Sleath, Bill Zamboni, Kim Brouwer, Nicole Kenney, Jason Martin, Stan Parker, Jason Whitley, Dave Maldonado Create transparent process for discontinuing initiatives and removing redundant activities Refinance and pay off facility/building debt Improve “go to market” strategy for new initiatives and partnerships Drive New Revenue Generation (Angela Kashuba) Align strategic priorities with fundraising priorities to drive more philanthropic investment Sustainably operationalize and grow the Eshelman Institute of Innovation Improve shared space for students, faculty, staff, and collaborators to interact and engage Enhance Facilities and Physical Space (Scott Savage) Develop facility plan that aligns with priorities, campus partners and multi-campus presence Allocate sufficient funds for space maintenance and technology upgrades Scott Savage, Roy Zwahlen, Stan Parker, Bob Dieterle Scott Savage, Mary Mc. Clurg, Mollie Scott, Stephen Eckel, Betsy Sleath, Wendy Cox, Carla White, Annie Hager-Blunk, Kim Brouwer, Roy Zwahlen, John Bamforth, Kelly Collins, Tab Waldrop John Bamforth, Kelly Collins, Roy Zwahlen, Scott Savage Stan Parker, Brad Wingo Evan Yassky Jason Martin, Chris Allen, Budget Committee 8

Meetings & Decision Making Meeting Type Topic Attendees 3 Outcome Present Initiative Plan (template) • • • Dean’s Council Goals/Timing Roles & Responsibilities Metrics Approval 6 -10 • Obj Leader • Initiative Team 8 -20 Exec Committee Develop & Execute Initiative Plan (template) • • • Goals/Timing Roles & Responsibilities Metrics Collaboration & Engagement Quarterly Progress Updates updates Project Teams 2 Town Halls 1 • • Faculty Staff Students Post Docs Board 2 -500 • Alumni/Friends Schoolwide Kick Off (Feb 25) Awareness Quarterly Progress Updates 9

Initiative Implementation Timeline Step 1 Step 2 Step 3 Step 4 Initiative Plan Development Initiative Plan Approved Initiative Execution Reporting & Sharing • Objective Leader Kick Off meeting w/OE(Chris Gosk) • Objective Leaders finalize their Project Team • Project Team Meetings Scheduled • Initiative Plan developed with SMART goals, completion dates, roles & responsibilities and metrics (see template) • Objective Leaders present Initiative Plans to Dean’s Council (template) • Feedback and adjustments made • Plan approved by Dean’s Council • Initiative Plans and metrics published to CASCADE Mar - May 30 • Monthly Project Team Meetings • Review Initiative Plan status and update progress; Adjust plan as necessary • Update CASCADE Monthly • Objective Leaders provide Initiative Plan status updates to the Executive Committee • Town Hall/Forum Updates Jul | Oct | Jan | Apr 10

Initiative Plan Approval Template: present to Dean’s Council for initial approval Priority #3 Improve operating efficiency to invest in strategic areas Objective Drive new revenue (Kashuba) Initiative Improve “go to market” strategy for new initiatives and partnerships Team Kashuba, Savage, Zwahlen, Parker, Dieterle Goals: what needs to be accomplished Start End Responsible Accountable Consult Inform (does the job) (obj owner, approver) (provides input) Identify products and services JB AK RZ, KC, SS DC, EC Identify & prioritize target audiences for each product and service JB AK RZ, KC, SS DC. EC Develop value proposition and messaging SP AK JB, RZ, KC DC, EC BD, KC AK JB, RZ, SS DC, EC Develop a marketing plan SP AK JB, KC, RZ DC, EC Develop marketing and sales materials SP AK JB, KC, BD DC, EC Finalize budget SS AK SP, BD DC, EC Campaign starts SP/BD/JB/KC AK SS/RZ DC, EC Develop a business development plan Metrics: Leads Generated, Meetings/Presentations, Proposals Made, # of New Contracts, Revenue 11

Initiative Plan Update Template: used for Executive Committee quarterly updates Priority #3 Improve operating efficiency to invest in strategic areas Objective Drive new revenue (Kashuba) Initiative Improve “go to market” strategy for new initiatives and partnerships Team Kashuba, Savage, Zwahlen, Parker, Dieterle Goals: what needs to be accomplished Start End Responsible Identify products and services JB/RZ/SS Identify & prioritize target audiences for each product and service JB/KC/BD Develop value proposition and messaging Develop a business development plan Status Comments SP BD, KC Develop a marketing plan SP Develop marketing and sales materials SP Finalize budget SS Campaign starts SP/BD/JB/KC Metrics: Leads Generated, Meetings/Presentations, Proposals Made, # of New Contracts, Revenue 12

Objective Owner Checklist Activity Expected Outcomes Due Date Attend Kick-Off meeting with Chris Gosk and Colleen Mc. Kendry 1. Review high level process flow and expectations 2. Overview of checklist – Q&A 3. Overview of Cascade goal update and tracking process No later than March 19 th Create a DRAFT of your Initiative Plan: 1. Objective Owner and Initiatives Team meet 2. Discuss each initiative and determine the goals you will need to define 3. Ensure the goal has an owner, start date and completion date and a logical plan to track progress 4. Complete Plan Template No later than April 30 Dean’s Council Plan Approval 1. Objective owner presents plan (template) to the Dean’s Council to review goals and gain support to make them FINAL 2. Does the goal seem attainable? Have you identified an owner of the goal for tracking / status updates? No later than May 30 Set-up meeting with Chris Gosk to obtain your Cascade account. 1. Ensure you invite any goal owners to the meeting with Chris 2. In the meeting, the Goal owners will be able to add their goals and begin the tracking process No later than May 30 Track goal progress on a quarterly basis. 1. Obtain evidence that you have impacted progress against the goal 2. Update the progress of the goal in Cascade. Named owners of goals can update goals they own. 3. Goal owner update the RISKS / BARRIERS providing information that will be helpful for status updates and reviews No later than July 1 No later than Oct 1 No later than Jan 1 No later than Apr 1 • • SMART Goals Key Dates: Start & Finish Roles & Responsibilities Key Metrics 13

• Project Management Software • Organized like our plan: • Strategic Priorities • Objectives • Initiatives • Scorecard • Real time reporting on progress & metrics • Transparency 14

Resources BEYOND microsite: Beyond - FAO UNC Eshelman School of Pharmacy • • • Digital Brochure Kick Off Meeting Powerpoint Slides Kick Off Meeting Video Implementation Guide Strategic Plan Background and Development CASCADE Scorecard Chris Gosk Office of Organizational Effectiveness, Planning, and Assessment cgosk@unc. edu 919 -445 -3035 15