University of California, Santa Cruz Job Description Division: Unit Name: Working Title: Classification: Positions Supervised: Supervisor: University Relations Special Events Office Director, Special Events Office MSP Grade I Events Coordinators and Senior Custodian (direct or indirect) Vice Chancellor, University Relations Division UNIVERSITY RELATIONS DIVISION University Relations (UR) builds enduring relationships, resources, and understanding that enable UC Santa Cruz to provide educational opportunities, create knowledge, and transform lives. UR works closely with internal and external constituencies of the campus, including trustees of the UC Santa Cruz Foundation, the Alumni Council, and other support groups of the University. Comprised of Alumni Relations, Development, Government and Community Relations, and Public Affairs, UR provides leadership, strategic planning, and central services in the areas of alumni relations and outreach, fundraising, government and community relations, news media relations, public events, publications (both electronic and print), and campus Web development. In addition, UR provides support for the UC Santa Cruz Foundation, a separate not-for-profit corporation in the state of California. Overview Under direction of the Vice Chancellor, University Relations (VCUR) the Special Events Office Director will provide leadership and professional expertise in the planning and implementation of Chancellor, Development, UCSC Foundation, and other ad hoc events and functions; will work with the Chancellor, Vice Chancellor University Relations, University Relations staff, and other members of the campus community to collaboratively plan high quality events and functions; will help to identify and facilitate discussion and decisions about issues affecting events; and will ensure that high standards, and Chancellor, UR division, and/or campuswide priorities are reflected in the planning and presentation of events. The incumbent will interact with, and events will serve, diverse and distinguished guests, including: faculty, staff, and students at UC Santa Cruz and other institutions; UCSC Foundation Trustees; donors to the campus and the University of California; visiting dignitaries; community members; etc. In addition, the Director has oversight of cleaning, maintenance, and grounds work for University House, which serves as both a location for selected events as well as the Chancellor’s residence. 65% EVENT PLANNING, PRODUCTION, AND MANAGEMENT Event Planning and Analysis Provide leadership, professional expertise, and direction in the planning and execution of high quality events and functions, identify and facilitate discussion and decisions about issues affecting events, and ensure that Chancellor, UR division, and/or campuswide priorities are reflected in the planning and presentation of events. Examples include UCSC Foundation meetings, lecture series, and dinners; high profile donor cultivation and fundraising events; VIP campus tours; UC Regents meetings at UCSC; etc. Director, Special Events Office Rev June 2005 Plan collaboratively with principal officers, UR unit heads, Development and Foundation staff, the Chancellor’s Calendar Committee, and others to create an annual calendar of special events that maximizes potential impact and benefits in critical areas of donor stewardship and recognition, government or community relations, alumni relations, etc. Ensure that Chancellor, UR division and/or campuswide priorities are reflected in event planning and presentation. Provide leadership and direction in the planning and execution of campuswide special events for donor cultivation, stewardship, and recognition, and ensure that UC Santa Cruz continues to be viewed as a worthy focus of charitable giving and other forms of support. Collaborate with colleagues in Development in order to maximize potential and meet event goals and objectives. Identify and participate in discussion and decision-making about strategies, opportunities, potential conflicts, and other issues related to the successful production of events. Develop and/or maintain highly professional standards and procedures for production of events in keeping with the image and reputation of the University of California. Serve as central campus resource for matters of university protocol (e.g., event format, image projection, and etiquette to be observed). Prepare pre- and post-event analysis, and assess opportunities and make recommendations for improving service to internal and external constituencies, and implement those improvements as appropriate. Prepare year-end events report, providing analysis and recommendations for future actions and improvements. Event Production and Management Provide leadership and direction in the execution of high quality events and ceremonies that advance campus priorities related to alumni relations, fundraising, government and community relations, and provide the platform for recognition of distinguished accomplishments or guests. Serve as the representative of the Chancellor and/or VCUR in the execution of events for which they are hosts, or when their involvement is expected; interface with other campus units to manage events on their behalf. Prior to all events, receive or make recommendations on program content and organization, and prepare written briefings or procure them from appropriate sponsoring office. Independently, or in concert with program sponsor, oversee event program development (e.g., recruit and/or facilitate coordination and briefing of speakers/presenters, develop program agendas, determine order of speakers, etc.) Provide leadership and direction in performance of the details of event production, with emphasis on high standards for customer relations, attention to detail, protocol, and etiquette. Ensure the appropriate tone, schedules, and appearance of all events-related invitations, programs, and correspondence. Ensure implementation of events objectives in compliance with University policies and procedures. In partnership with key staff, develop and/or ensure utilization of standardized systems and technology to automate elements of event planning, tracking, and production whenever possible. -2- Director, Special Events Office Rev June 2005 Develop productive working relationships with campus and community resources, counterparts on other UC campuses and at the Office of the President, and others. (25%) UNIT MANAGEMENT Human Resources Effectively manage unit human resources by taking measures to: - Recruit, hire, motivate, mentor, and retain a qualified and diverse workforce; - Provide training, coaching, and counseling to ensure that employee performance expectations are clearly communicated - Ensure that performance is appraised on a regular basis and is objectively measured; - Ensure appropriate job training for staff; - Support employee career development opportunities; - Provide a workplace free from any form of harassment, intimidation, or unlawful discrimination, and which promotes mutually respectful and professional interactions; - Establish and maintain unit programs and procedures to ensure compliance with the campus Injury and Illness Prevention Program; maintain a work environment free from recognized hazards. Financial Management Develop, control, and administer the annual Special Events Office and University House operational budgets and ensure they are prudently managed. Develop and provide budgetary analysis and reports. Prepare, manage, and monitor event budgets, anticipating costs of production, technical, and promotional needs. Clarify funding source for events not sponsored by University Relations. Ensure detailed event financial information for fiscal control purposes. Assume accountability for the accuracy and integrity of unit records. Ensure compliance with University accounting, cashiering, audit and fiscal controls. Establish and ensure maintenance of an internal controls system, which includes: separation of duties, appropriate authorization and approval mechanisms, safekeeping of assets, and review and reconciliation of records 10% UNIVERSITY HOUSE FACILITIES Oversight of cleaning, maintenance, and grounds work at University House by Physical Plant. -3- Director, Special Events Office Rev June 2005 Oversight of conceptualizing, planning, and implementing maintenance and improvement projects at University House, including work performed by vendors, contractors, architects, interior designers, etc. Oversight of purchasing of supplies and equipment, and maintenance of inventory for purpose of materiel control. -4- Director, Special Events Office Rev June 2005 REQUIRED QUALIFICATIONS Substantial and progressively responsible experience in, and knowledge of planning, production and management of large, small, high profile, and less-formal events for diverse and distinguished guests, with the ability to formulate creative ideas, and to analyze, evaluate, and negotiate details reflective of a successful event Demonstrated project management, time management, and organizational skills, with the ability to manage details of multiple and complex projects within firm schedules, set priorities that accurately reflect the relative importance of activities or job duties, and effectively carry out event goals in a manner that enhances the image of the university Experience and ability to apply management principles, practices and techniques to ensure the effective administration of the unit, and to ensure that institutional goals are accomplished Fiscal and budget management knowledge and experience, including: - Ability to establish, implement, monitor, and analyze financial data and reporting systems - Ability to prepare, manage, and monitor event budgets, anticipating costs of production, technical, and promotional needs - Ability to learn and understand University policies and procedures, campus financial and acquisitions systems, and to adhere to internal control principles and systems - Knowledge of audit compliance Leadership skills to provide vision, motivation and guidance to faculty, staff, and volunteer leaders Excellent communication skills sufficient to express ideas and agreements concisely and persuasively, both orally and in writing, to a variety of constituencies Demonstrated integrity, dependability, sound judgment, teambuilding and resourcefulness to establish and maintain collaborative, positive, and effective working relationships with multiple and diverse constituency groups Knowledge of effective human resources management principles and practices, including: - Skills sufficient to hire, train, provide direction, motivate, mentor, and evaluate staff - Ability to evaluate training needs and identify, provide, or support a training and/or professional development plan - Commitment to achieving affirmative action goals and enhancing staff diversity Knowledge of social and university procedures of protocol and etiquette Computer skills with ability to use word processing and spreadsheet software, and knowledge of desktop production and database systems Ability to address complex issues utilizing a clear, thoughtful manner, and to come to resolution quickly without jeopardizing the event or relationships with people involved Ability to listen carefully to understand, respond, and problem-solve effectively to address concerns and interests of campus constituents, guests, vendors, and others as needed Ability to work independently with minimal supervision, as well as to serve as a key member of the UR Executive Team Licensed to drive in the State of California -5- Director, Special Events Office Rev June 2005 Note: Attendance required for evening and weekend events -6-