– developing new staffing plan, – evaluating staffing skills, – defining final organizational structure, – creating plan for use and maintenance of facilities and equipment, – developing a plan for resource allocation Map Current Functions and Activities The objective of this step is to understand how functions work in each organization, identify the differences, and then to use this data to create unified processes for all of the functions of the new unit. This is a detailed analysis of each area identified in the proposal phase (undergraduate and graduate programs, faculty (promotion and tenure, teaching, workloads, etc.), inventory and facilities, technology, student support (advising, recruitment, etc.), and finance – add any areas that may have been overlooked previously. • Identify a coordinator and teams to collect data about faculty, staff, and student functions and processes. • Identify: inefficiencies in workflow, duplication of effort, differences in required functions for each merging unit, where there are no staff available to perform required functions of the unit, and activities done by staff and faculty that provide little or no value, etc. Determine the Functions that are Essential/or Smooth Operation of the New Unit This is an opportunity to think broadly and develop new and better ways to do the work that needs to be done in the new unit. Consider the pros and cons of centralizing various services. Consider all options and look for benefits that will make the new unit stronger. • Survey members from all units to determine strengths and weaknesses of the current functions. Interview current employees responsible for the process in your unit. Consider future changes in processing within the University (Mosaic) • Collect benchmarking data; talk to key central administrative areas; research best practices in the field. • Document the new workflow processes, roles & responsibilities, written policies & procedures as required. Determine the Skill-Sets of Classified Staff and Appointed Personnel that are Needed to Perform the Essential Functions of the New Unit It is anticipated that work will be done differently and more efficiently in the new unit. Identify broad-based skill-sets which will support cross-training and allow fewer people to complete the required unit functions. • Determine the required skills and the number of people needed for the essential functions of the new merged unit.