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Stony Brook University 50 Forward

Operational Excellence Process


The Operational Excellence mission is to create a more effective and efficient organization to better serve Stony Brook University faculty and students in their pursuit of excellence in research, education, and discovery.

Approach and Timing
Overall implementation of Operational Excellence is projected to take 18 months, with milestone markers throughout the process to assess its progress and make adjustments as needed. The diagnostic phase, which involves creating a rigorous fact base on University operations, has spanned 3 to 4 months in other university settings. The delivery and implementation phase can last a few months to well over a year, depending on the complexity of the initiative supported. Sustaining the changes made as a result of the process is ongoing.

An estimated timeline for each phase of the process:

  • Phase I Diagnostic: Collect and assess cost and performance information to create 
    a "fact base" and prioritize opportunities

    Timing: 3 to 4 months, depending on number of opportunities identified
  • Phase II Design: Develop detailed solutions to capture value 

    Timing: 3 to 4 months, opportunities surfacing early will move into design phase sooner
  • Phase III Delivery: Implement initiatives and drive change

    Timing is dependent on the complexity of the initiatives implemented
  • Sustain Changes: Ongoing

• Address the current budget constraints with long-term fixes 
• Enable the organization and processes to be more effective 
• Identify savings opportunities across key expenses on goods and services

This effort requires collaboration across the Stony Brook University Community, and will be augmented with assistance from Bain & Company, a global leader in management consulting. Specific roles include:

Steering Committee
President Stanley and the Steering Committee will drive the emphasis and direction of design solutions and implementation

Key Stakeholders
• Success of this effort will be impacted by the engagement and participation of a number of key stakeholders and supporters 
• Students, faculty, and staff will be engaged throughout the work to create the fact base and contribute to design solutions

• Collaborate with stakeholders to create the University fact base
• Employ multiple diagnostic tools: operational and financial analysis, stakeholder surveys and focus groups, external benchmarks 
• Bring an external perspective and breadth of experience
• Support the Steering Committee with the information, analysis, and insights to make informed decisions

 November 2010

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