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Announcing a new organization: Finance, Planning & Budgeting

Effective January 16, 2024, UW Finance and the Office of Planning & Budgeting have united as one team. Sarah Norris Hall will serve as Senior Vice President of Finance, Planning & Budgeting (FPB).ÌýThis organizational chart reflects the new organization with leadership updates and high-level reporting structures.

FPB Org Chart March 2024
FPB Org Chart March 2024

Message from Sarah Hall:Ìý

I am truly honored to have been asked by President Cauce and Provost Serio to lead our new Finance, Planning and Budgeting team.ÌýI am excited for us to pool our expertise, efforts and creativity as a new organizationÌýand build on our work in service to aÌýgreat public universityÌýthat is deeply committed to its student access, excellent teaching, public service, discovery,Ìýand health missions.ÌýÌý

I want to extend my gratitudeÌýand congratulationsÌýto Brian McCartan, who has not only been a thoughtfulÌýand strategic partner in our shared work, but also supportive and gracious as we prepare for this transition. I wish Brian all the best in his retirement.ÌýÌý

Together we now have the opportunity, and the mandate, to urgently address the challenges we continue to encounterÌýwith Workday Finance, and to provideÌýa level of strategy, analysis and decision support to our President, Provost, and Board that we were previously unableÌýto provide. The imperative to stabilize our implementation of this software is both an opportunity and a responsibility that we all take seriously. I know we have a lot of work to do and I’mÌýconfident we can make further progress together.ÌýÌý

By uniting our teams, we can create more efficient and mutually supportive relationships and leverage expertiseÌýwhich may have been duplicative or not fully utilizedÌýin the past.Ìý This will allow us to focus on our shared work and provideÌýexcellent analysis, reporting, planning, controls, and support to the broader UW.ÌýÌý

Moving ahead, I look forward to aligning our shared goals, growing together, supporting each other through this initialÌýtransition, and creating an organizational alignment that serves the University and our community. There’sÌýa lot at stake, and we will need everyone’s help.Ìý

Between now and June 2024, we will undergo an assessment and consultation to further integrate our teams. We will do this in an organized way, taking into account how we might pool our resources and expertise to align further in support of each other, and our work on behalf of the UW. We will use a mix of qualitative and quantitative measures to land an integration plan by June 2024. I will work closely with those in leadership positions to co-create an integration plan that sets us up for success long-term.Ìý

I look forwardÌýto listening, learning, and collaborating toÌýevolveÌýour Finance, Planning and BudgetingÌýTeamÌýwith a shared vision to serve and support the instructional, research, service, and patient health missions of the University. ThankÌýyou in advance for your patience, your hard work, yourÌýdeepÌýcommitment, and your collegial partnership. ÌýÌý

Sincerely, and gratefully,Ìý

SarahÌý