Engage Your
Team in Goal
Setting
Vaibhav Agarwal
Director, Procurement Services
University of Notre Dame
Annual Meeting
April 7 - 10, 2013
Orlando, Florida
1
Agenda
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•
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•
Team Background
Retreat Execution - Goal Setting and Planning
Results
Q&A – as we go along
Annual Meeting
April 7 - 10, 2013
Orlando, Florida
2
Disclaimer
• Not an expert
• Sharing a story that worked for us
• Many tools available for retreat execution
Annual Meeting
April 7 - 10, 2013
Orlando, Florida
3
Team Background
Procurement
Services
(1)
Sourcing
(7)
Systems
(4)
Contracts
(2)
• 6 team members had never been through a
procurement retreat
• Change in leadership
Annual Meeting
April 7 - 10, 2013
Orlando, Florida
4
Retreat Execution
Annual Meeting
April 7 - 10, 2013
Orlando, Florida
5
Vision Discussion
• Open-ended statement
• In the perfect world, perfect department, we
would…
• Structure:
– Process
– Technology
– Skills
Annual Meeting
April 7 - 10, 2013
Orlando, Florida
6
SWOT Analysis
Strengths
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•
Weaknesses
What advantages do we have?
What do we do best?
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•
What do we fall short?
What factors detract users from
coming to us?
Opportunities
•
•
What are some areas that we can
leverage?
Are there areas, processes,
technologies that will transform our
work?
Threats
•
•
What obstacles do we face?
Are there areas, processes,
technologies that keep us from
moving forward?
Annual Meeting
April 7 - 10, 2013
Orlando, Florida
7
SWOT Analysis Execution
• Pre-assigned teams to cover each section of SWOT
– Force interactions between people
– Limited time to generate thoughts
– Appoint a scribe/spokesperson for the team
• Briefly discuss each point of SWOT
– Other teams can add/remove/ask questions
Annual Meeting
April 7 - 10, 2013
Orlando, Florida
8
Brainstorming Goals
• Powerful question – “What do you think?”
• Goals for each team
• Everyone free to contribute
– Ask clarifying questions to complete/understand thought
– No shooting down of ideas
Annual Meeting
April 7 - 10, 2013
Orlando, Florida
9
Leadership: Tom Peters
Four Most Important Words
Annual Meeting
April 7 - 10, 2013
Orlando, Florida
10
Team Building
• Engaged staff outside of managers to create and
execute the team building event
• “Charade with Work Friends”
• First Job Quiz
Annual Meeting
April 7 - 10, 2013
Orlando, Florida
11
Results
• Team feels:
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–
–
–
engaged
heard
important
understands the big picture
• Better work results, increased productivity
Annual Meeting
April 7 - 10, 2013
Orlando, Florida
12
Q&A
Thank you!
Annual Meeting
April 7 - 10, 2013
Orlando, Florida
13