Events and Timeline
Below is a timeline of events relating to the Chart of Accounts Redesign Project.
| Session | Date | Participants |
|---|---|---|
| Determine Proposed Segment Order | September 2015 | Core Project Team |
| Review Proposed Order of Segments | October 2015 | Campus Reps |
| Determine Segment Values & Business Rules | Oct 2015 - March 2016 | Core Project Team |
| Established Chart of Accounts Partner Group (COA PG) | November 2015 | Campus Reps |
| Segment Order Finalized | February 2016 | COA PG & Core |
| COA Website Launch | February 2016 | Campus |
| Prototype & Mapping Exercises | May - June 2016 | Campus Reps & Core |
| Change Network Established | June 2016 | Campus Reps |
| Awareness Sessions | August 2016 | Campus |
| User Impact Analysis Conducted | August - October 2016 | RC Strategy & Change Network |
| Campus Pulse Survey #1 | September 2016 | Campus |
| Project Launch delayed due to campus feedback | October 2016 | RC Strategy & Core |
| First GL conversion completed | February 2017 | Core Project Team |
| Training Schedule presented to RC Strategy | February 2017 | RC Strategy |
| Training Schedule presented to Change Network | March 2017 | Change Network |
| Human Resources Reporting Dashboard Pilot | March - April 2017 | Campus Reps |
| First training conducted - Budget for the new COA | May 2017 | RC Strategy & Change Network |
| Human Resources Reporting Dashboard Demo | May 2017 | Change Network |
| Internal Awards conference room pilot | May - June 2017 | COA Partner Group |
| User Impact Analysis - Round 2 | May - June 2017 | RC Strategy & Change Network |
| Human Resources Reporting Dashboard Launch | June 2017 | Campus |
| Data Validation Workshops | June 2017 | RC Strategy & Change Network |
| Training Schedule Published | June 2017 | Campus |
| Internal Awards Sessions | July 2017 | RC Strategy & Change Network |
| Final User Impact Analysis Conducted | July - Sept 2017 | RC Strategy & Change Network |
| Training Invitations Distributed | September 2017 | Campus |
| Financial Approvers Training (FARM) | September - October | RC Strategy & Change Network |
| Data Validation Workshops | September - October | RC Strategy & Change Network |
- Monday, October 10, 2017 from 2:00 PM - 4:00 PM
Send questions, feedback and input to coa@ohio.edu