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Presenters:
Date:
When Politics Matter in Budgeting
• Moderator, Leyne Milstein, Director of Finance, City of Sacramento, CA
• Sean Stegall, City Manager, City of Elgin, IL• Dawn‐Marie Buckland, Director of the Office of
Management and Budget, Town of Gilbert, AZ• Barbara Johnson, Council President, City of Minneapolis,
MN May 20, 2014
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Logistics Scan the QR code to download the presentation This session is 1 hour, 40 minutes long. There will be time for Q/A at the end. Please use the microphones for Q/A
This session is worth 2 CPE credit Self‐scan for credits or see a GFOA staff person
Please complete the session evaluation
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Our Speakerso Sean Stegall
• City Manager, City of Elgin, IL
o Dawn‐Marie Buckland• Director of the Office of Management and Budget, Town of Gilbert, AZ
o Barbara Johnson• Council President, City of Minneapolis, MN
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What to ExpectBoth elected officials and finance staff have essential roles inbudgeting and need to work together to make the harddecisions that create a budget delivering the best value for thepublic.
How to effectively adapt to a post‐Great Recession world tobecome more successful dealing with elected officials (SeanR. Stegall)
How elected official and staff roles can complement eachother in the budget process (Dawn‐Marie Buckland),
How staff can set up elected officials for success (BarbaraJohnson).
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The Adaptable Finance ProfessionalWhen Politics Matter in Budgeting
Sean R. Stegall, City Manager, Elgin, ILGFOA Annual Conference – May 20, 2014
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What to Expect
• This component focuses on the government finance professional as an individual
• Foundations of Adaptable Leadership behavior as applied to working with elected officials during the budget process
• Based upon a premise that the Great Recession has shifted the relationship between elected officials and vis‐à‐vis the public
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“Just because you do not take an interest in politics doesn't mean politics won't take an
interest in you.”
~ Pericles
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The Adaptable Finance Professional
• The World Has Changed• Adaptability• Moving into the Unknown• The Brain and Efficiency
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Developing Adaptability
• StrengthsFinder• Hogan Assessment Systems• Emotional Competence Inventory
– Open to new ideas– Adaptation to situations– Handling of unexpected demands– Adapting or changing strategy
• What Got You Here Won’t Get You There by Marshall Goldsmith
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Developing Adaptability
• Aim first then shoot.• Facts vs. Conjecture• Are you trading on old knowledge?• Do you need to update your skills?• Are you relying too much on your position of authority?
• If you left tomorrow what would your supervisor do to improve things?
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Breaking the Mold
• Pay Attention to Your Mental Scripts• Fight Automated Behaviors• Elected Officials have the right to be “wrong”
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Summary
• Things ARE different • Uncertainty is the new status quo• Major challenges await us in the future• We must continue to evolve and adapt
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The Other Side of the Same Coin
When Politics Matter in BudgetingDawn-Marie Buckland,
Management & Budget Director, Gilbert, ArizonaGFOA Annual Conference - May 20, 2014
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The Role of Government
• John Locke – theory on natural law and natural rights
• Dr. Mark Cooray - Liberal Theory of the State
• Jean-Jacques Rousseau – On the Social Contract
Philosophies drive and are driven by community culture
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Theories of Public Administration
• Karl Marx
• Max Weber
• Woodrow Wilson
• Dwight Waldo
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Why These Matter in Local Government
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Why These Matter in Budget
Financial Accountability
Budget Preparation
Budget Compliance
Long-Range Forecasting
Reporting
Financial Impact Analysis
Productivity Improvement
Cost of Services
Performance Measures
Performance Monitoring and Reporting
Policy Research
Improved Organization
Program Evaluation &
Policy Development
Strategic Planning
Policy Analysis
Citizen Satisfaction
Community Needs
Program Goals and Effectiveness
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Is it really Us v. Them?
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Knowledge is Power
Hoarding knowledge creates a vacuum
Nature abhors a vacuum
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Guardians
We protect what we know is important
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Know Thyself
• Why are you here?• Why do you do what you
do?• Why does this task need to
be done this way?
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Build Reciprocal
Trust
An effective working relationship means that it is just as important that you trust them as it is that they trust you.
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First Listen
• Without thinking of what you plan to say next
• Without arguing in your head about why it cannot or will not work
• To truly hear what is being asked
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First Listen• Know politic leanings and
priorities of each as individuals• Attend Council meetings and
listen to what they say; each time you are getting a free speech from your client about what their interests are
• Hide your political preferences; this is not the place for them
• Set the elected officials and the community up to succeed
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First Listen
• Messaging – change message accordingly without talking out of both sides of your mouth; – how does this proposal meet various interests
• The reality: timing is everything – be aware of sensitivities that may be driven by
upcoming elections
• Districts: understand community needs and loyalties regarding areas of responsibility
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Then ask why
• What is the elected official trying to achieve?
• Think in terms of interests– What solutions meet multiple interests
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Then share why YOU do what you do
“People don’t buy what you do, they buy why you do it.”
Simon Sinek – the Golden Circle
What
How
Why
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Once trust and respect are established, memorialize them
• Vision, mission, values
• Strategic initiatives
• Long and short-term goals
• Policies – revise when no longer relevant• Procedures
• Performance management and measurement
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AN ELECTED OFFICIAL’S PERSPECTIVEBarbara Johnson, Council PresidentCity of Minneapolis
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The End
• Questions