Travel Services Project Overview
Implement a comprehensive travel program with goals of implementing user-friendly processes, improving service to the traveler, and providing access to discounts that save the University money. This program is expected to launch in early April 2019 and will include an updated travel policy and procedures, the roll-out of a new user Concur & Travel Expense interface, new options of paying for travel, and bring the University into compliance with the requirements of the Governor's mandate on Affordability & Efficiency.
More details related to project specifics and FAQs will be found on the Travel .
Project Team/Advisors
Core Project Team:
Project Manager: Branda Lencioni
Track deliverables and set timelines, monitor scope, report to leadership on project status
Functional Owners/SMEs: Sue Jago and Diana McGrew
Delivery and ownership of contracts, procedures, policies and tools
Change Management Lead: Leigh Casal
Campus-facing communication, training, facilitate feedback gathering, go-live support strategy
Systems Lead: Deep Amuda
Responsible for delivering and understanding the capabilities and functions of the technical solution
Project Leadership
Sponsor : Julie Allison
Key decision-maker/authority on project
Steering CommitteeExecutive sponsorship to provide guidance and resolve escalated issues
| Name | Planning Unit | Title |
|---|---|---|
|
Julie Allison
|
Finance and Administration | Associate VP of Finance |
|
Chad Mitchell
|
Finance and Administration | Chief of Staff |
|
Amanda Davis
|
Finance and Administration | Director of Strategic Change Integration |
|
Heather Krugman
|
College of Communication | Chief Operating and Revenue Strategy Officer |
|
April Ritchie
|
College of Arts and Sciences | Chief Financial and Administrative Officer |
|
Barb Mash
|
Advancement Services | Deputy Chief of Staff |
Advisory Groups
- Travel Services Work Group
Supports the Travel Project by providing University perspectives and recommendations as it relates to University policy, procedure, tools, and engage in change management activities. - P2P Partner Group
- RC Strategy
- Faculty and Staff Focus Groups
Communication to date
Business Matters and OHIO Employee News Publications
- April 8, 2019: Travel Services - support resources, open labs and training
- April 1, 2019: Travel Services program launches on April 1
- March 21, 2019: Support resources and payment options for the University's new travel provider
- March 14, 2019: How to prepare for the University's new travel provider
- February 9, 2019: New travel provider fee structure and cost scenarios
- December 7, 2018: OHIO announces travel program implementation
- October 10, 2018: New travel services provider announced
- February 16, 2018: Travel needs assessment contest winners announced
- February 2, 2018: Travel Work Group needs your feedback
- January 12, 2018: Travel Workgroup requests your feedback
Business Forum Presentations
- April 2019 Business Forum Update
- February 2019 Business Forum Update
- December 2018 Business Forum Update [PPTX]
- October 2018 Business Forum Update [PPTX]
Training and Support Resources
Travel Related Training
- Booking Individual Travel : Introduction to the University travel provider, Christopherson Business Travel, and how to leverage their services. This course includes the following topics: How to book and pay for airfare, ground transportation, lodging in Concur and through and a travel agent and highlights of the University travel policy and procedures.
- Travel Policy and Procedure : Detailed look at the Ohio University travel policy and procedures. This course covers policy overview, transportation, lodging, meals and incidentals, receipt requirements, cash advances, as well as other compliance related topics.
Travel Website Resources
- Individual Travel Procedures
- Group Travel and Event Planning Procedures
- Christopherson Business Travel Details
- Travel Quick Reference Guides
- Travel FAQs
Travel Info Sessions
Description: Discuss the changes related to University business travel, introduce CBT and provide a live walk-through of the Concur travel booking process.
- Monday, April 1
- 11:00 AM - 12:00 PM in HRTC 141/145
- 1:30 PM - 2:30 PM in HRTC 141/145
- 3:00 PM - 4:00 PM in HRTC 141/145
- Tuesday, April 2
- 9:00 AM - 10:00 AM in Baker 237
- 2:00 PM - 3:00 PM in HRTC 141/145 & AdobeConnect
- Wednesday April 3
- 9:00 AM - 10:00 AM in Baker 233
- 11:00 AM - 12:00 PM in Baker 233
- 1:00 PM - 2:00 PM in Baker 233
- Thursday April 4
- 9:30 AM - 10:30 AM in HRTC 141/145
- 11:00 AM - 12:00 PM in HRTC 141/145
- Tuesday April 9
- 1:00 PM - 2:00 PM in Baker 230 & AdobeConnect
- 2:30 PM - 3:30 PM in Baker 230 & AdobeConnect
- Wednesday April 10
- 9:00 AM - 10:00 AM in Baker 229
- 11:00 AM - 12:00 PM in Baker 229
- 1:30 PM - 2:30 PM in Baker 229
Concur Travel Open Labs
Description: Help individuals book actual travel, live in Concur
- Monday, April 1: 1:00 PM - 3:30 PM in WUSOC 175
- Tuesday, April 2: 9:30 AM - 12:00 PM in WUSOC 175
- Wednesday, April 3: 1:00 PM - 3:30 PM in WUSOC 175
- Thursday, April 4: 1:00 PM - 3:30 PM in WUSOC 175
- Friday, April 5: 9:30 AM - 12:00 PM in WUSOC 175
- Monday, April 8: 9:30 AM - 12:00 PM in WUSOC 175
- Wednesday, April 10: 1:00 PM - 3:30 PM in WUSOC 175
- Thursday, April 11: 9:30 AM - 12:00 PM in WUSOC 175
- Friday, April 12: 9:30 AM - 12:00 PM in WUSOC 175