+ domus supervisor training april 2015. + agenda financial management the effective organization...
TRANSCRIPT
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+
Domus Supervisor TrainingApril 2015
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+Agenda
Financial Management
The Effective Organization
Organizational Culture
Self-Assessment Inventory
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+Financial Management
Resource Acquisition (Funding)
Resource Allocation (Budgeting)
Resource Dispensation (Spending)
Resource Reporting (Reporting & Evaluating)
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+Funding
1. Government Grants & Contracts
2. Fundraising
3. Fees
4. In-Kind
5. Investment Income
6. Earned Income
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+Government Funding
Grants
Contracts
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+Fundraising
Individuals Annual Fund Major Gifts
Foundations
Corporations
Religious & Civic Organizations
Special Events
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+Fee for service
Insurance Companies
Clients
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+In-Kind
Materials, equipment or services that are given without charge to an organization.
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+Investment Income
Income received from the sale, interest or dividends derived from an investment
Endowment income
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+Earned Income
Revenue generated from the sale of goods, services or work performed
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+Budgeting
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+Budgeting
1. Planning1. What is the need?
2. What revenues are needed to achieve results?
3. Budget should be tied to outputs (productivity) and outcomes (effectiveness)
2. Control1. Ensure that expenses do not exceed revenues
3. Management1. Ensure that resources are expended efficiently
2. Ensure that expenses and revenues are in line with expectations
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+Types of Budgeting
Incremental You predict future revenues and expenses based on past results. Increases or decreases are usually marginal or based on new
information. Focus on inputs and activities
Planning Budget tied to goals and objectives Focus on outputs (productivity) and outcomes (effectiveness)
Zero Based Expenses and revenues must be justified annually Every function is analyzed for need and cost May be a rolling process with areas analyzed each year
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+Annual Budget
Budget
Salaries $600,000
Benefits $120,000
Subtotal $720,000
Other costs $280,000
Total Budget $1,000,000
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+Benefits
FICA (social security)
Medicare
Insurance Health Life Disability
Other Insurance Worker’s Compensation Unemployment
Retirement plan
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+Other Costs
• Contracted Services• Dues & Subscriptions• FFE (Furniture, Fixtures
& Equipment)• Food• Lab & Medical Services• Legal & Accounting• Outside Consultants• Printing• Rent• Repair and
Maintenance
• Business Insurance• Staff Training• Supplies• Telephone• Transportation• Travel & Mileage• Utilities
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+Reporting & Evaluating
External Government funders Corporate & Private Foundations United Ways
Internal Board of Directors Executive Director Management Staff
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+The Effective Organization
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Culture
Decision-making & Structure
People
Work Processes
& Systems
Leadership
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+Key Areas
Leadership: Clear vision & priorities Cohesive leadership team
Decision-making & Structure Clear roles & accountabilities for decisions Organization structure that support objectives
People Organization & individual talent necessary for success Performance measures & incentives aligned to objectives
Work Processes & Systems Superior execution of work processes Effective & efficient support of processes & systems
Culture “High performance” values & behaviors Capacity to change
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+Organizational Culture
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+A couple of quotes…
“If you get the culture right, most of the other stuff will just take care of itself.”
Tony Hsieh, CEO of Zappos
“Culture can become a ‘secret weapon’ that makes extraordinary things happen.”
Jon Katzenbach, Booz & Co.
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+What is culture
“The soul that holds things together and gives it life force.”
The preferred way to think and act within an organization.
Accepted values within an organization.
How organizations “do things.”
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+Levels of organizational culture
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Level Description Examples
Behaviors & artifacts Visible indicators Where the offices are located, how the offices are decorated, how people dress
Shared perspectives Shared rules & norms that employees use to guide problem solving
Are decisions made based on what is best for the clients? How much money it will cost?
Awareness Ideals, standards and goals held by most people in the organization
Lifelong recovery
Unconscious assumptions
Unconscious beliefs people hold about the nature of people, relationships, time, and the relationship of individuals & organizations to their environments
“People never really change.”
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+Organizational Culture is reflected in the ways…
• people dress• people act (both on
and off the job)• people present
themselves• people conduct their
work• supervisors are
encouraged to manage departments
• clients are treated and served
• workers interact with supervisors
• workers interact with each other
• people interact across departments
• people interact with the public
• business is conducted and done
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+Examples of Cultural Artifacts
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+Exercise
Identify five distinctive artifacts (objects) that represent the Domus culture.
What values are important in the Domus culture?
Are there sub-cultures within the Domus culture? What are some of the sub-cultures? How do they differ from the Domus culture? How did the sub-cultures emerge?
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+Cultural Relationships
Sociability Personal interactions Measure of emotional relations
Solidarity Ability to pursue shared objectives Relationships based on common tasks, mutual interests or
shared goals
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+Four Types of Community
• High Solidarity/Low Sociability
• Low Sociability/Low Solidarity
• High Solidarity/High Sociability
• High Sociability/Low Solidarity
Networked Communal
FragmentedMercenary
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+Culture Reform Considerations
What is the dominant culture?
Are you trying to change sociability or solidarity?
If sociability, do you want to increase or decrease?
To change solidarity, you need A shared vision To set high standards for performance
Core principles for culture reform Leadership Empowerment Accountability
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+People who move ahead…
know and respect the company's culture
pay attention to expected norms of behavior
build and maintain positive working relationships with supervisors, co-workers and clients
value constructive criticism as a means to improve and enhance personal performance
display interest in the company
maintain a positive attitude
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+Culture is kept alive by:
Selection
Management
Socialization
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+Changing Culture
1. Match strategy & culture
2. Focus on a few critical shifts in behavior
3. Honor the strengths of your existing culture
4. Integrate formal and informal interventions
5. Measure & monitor cultural evolution1. Performance
2. Behaviors
3. Milestones
4. Beliefs, feelings & mindsets
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+How you fit into a culture…
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+Self-Assessment Inventory
Read each item from the standpoint of the way you think other people see you.
If you think neither statement reflects how you come across to others, choose the statement you think more closely describes how others view your behavior.
For the statements where you think some people would describe you one way and others another, select the statement that represents how the majority might view you (even a majority of 51%).
Each item has a word that suggests a comparison, think in terms of “more than” or “ slower than” half of the population
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+Assertiveness Continuum
Less Assertive
More
Assertive
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+Assertiveness
The degree to which one’s behavior is seen by others as being forceful or directive.
Some assume that lower levels of assertiveness indicate submissiveness. Not so. They may simply use less forceful ways to achieve their goals.
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+Responsiveness
The degree to which a person is seen by others as showing emotions and demonstrating awareness of the feelings of others.
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+Responsiveness Continuum
Less Responsive
More Responsive
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+Drivers
Fast-paced
Decisive
Work efficiently
Want the assignment completed “yesterday”
Direct & to the point
Not detail-focused
Task-oriented
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+Expressive
Flamboyant & theatrical
Energetic
Visionaries
Fast-moving
Weak follow-through
Impulsive
Upfront
Anti-paperwork
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+
Amiable People-oriented
Friendly & easygoing
Empathetic
Like to work in small groups or one on one
Doesn’t seek the spotlight
Open to alternative opinions
Reluctant to “tell it like it is”
Seek harmony
Perform best in a stable, structured situation
Shine as maintainers
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+
Analytical Perfectionists
High standards
Detail-focused
Hard on themselves and others
Love data – “Knowledge is power”
Introverted
May seem aloof
Quiet – think before speaking
Task-oriented
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+
Capitalize on your strengths…ANALYTICAL
LogicalSystematicThoroughPrudentSerious
DRIVER
EfficientDecisive
PragmaticIndependent
Candid
AMIABLE
CooperativeSupportiveDiplomatic
PatientLoyal
EXPRESSIVE
PersuasiveEnthusiastic
OutgoingSpontaneous
Fun-loving
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+
Drivers
Strengths
Independent
Results-oriented
Candid
Pragmatic
OverusedPoor
Collaborator
Impersonal
Abrasive
Shortsighted
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+
Expressives
Strengths
Articulate
Fast-paced
Visionary
Fun-loving
OverusedPoor
listener
Impatient
Impractical
Distracting
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+
Amiables
Strengths
Diplomatic
Cautious
Supportive
People-oriented
Overused
Conflict avoider
Risk averse
Permissive
Inattentive to task
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+
Analytical
Strengths
Prudent
Painstaking
Task-oriented
Systematic
Overused
Indecisive
Nitpicky
Impersonal
Bureaucratic
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+Backup Styles
Expressives (assertive & emotionally demonstrative) attack
Drivers (assertive and emotionally restrained) become autocratic
Amiables (less assertive and emotionally demonstrative) acquiesce
Analyticals (less assertive and emotionally restrained) avoid participation and emotional involvement.
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+Backup Damage Control
Separate yourself
Exercise self control
Avoid making decisions when in backup
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+Style Adjustment
Identify
Plan
Implement
Evaluate