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FM Diversity Team EIT Presentation June 12, 2006

FM Diversity Team EIT Presentation June 12, 2006. Agenda. Introductions Facilitator’s Viewpoint (David) Diversity Budget (Aurora) Brown Bag Sessions (Mai Lin) Talent Show (Gwen) Newsletter (JR) Mentoring Program (Dick) Successes/Challenges (Belinda) Next Steps (Sam). Team Members.

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FM Diversity Team EIT Presentation June 12, 2006

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  1. FM Diversity TeamEIT PresentationJune 12, 2006

  2. Agenda • Introductions • Facilitator’s Viewpoint (David) • Diversity Budget (Aurora) • Brown Bag Sessions (Mai Lin) • Talent Show (Gwen) • Newsletter (JR) • Mentoring Program (Dick) • Successes/Challenges (Belinda) • Next Steps (Sam)

  3. Team Members Mai Lin Chua (leader) Student Fiscal Services Gwen Darden Grant & Contract Accounting Belinda Liley Financial Services Aurora Lau Treasury Dick Simmons Student Fiscal Services JR Sloan Financial Accounting Sam Castro Payroll David J. Wright (Facilitator) Financial Services

  4. Facilitator’s Viewpoint • Consolidation of and Teams DREAM RAVE • Diversity Team “explodes” onto scene with “seismic” affect, knew no limits…

  5. Facilitator’s ViewpointContinued… • Brown Bags with UW “movers” & “shakers • First FM Talent Show had critical acclaim • Celebrating FM diversity at a Mariner game • First bi-monthly FM Diversity Newsletter • FM mentoring program continues to be a model • Team members made personal sacrifices

  6. Diversity BudgetThe Process • Finalized event timeline • As a group, we identified the different cost assumptions (e.g. $/head, # of people, length of time, on/off campus, room size) • Estimated cost by category for each event • Proposed a final budget amount for approval • Tracked actual spending for each event and reconciled with Marli on a quarterly basis

  7. Diversity BudgetTake-Aways • First planned and tracked budget for the team • Actual spending was 29% below forecasted budget • Provided guidelines for spending (e.g. food $) and re-enforced FM budget policy (e.g. meal/no meal) • Obtained ProCard, eliminating the need to use personal funds • Tracked actual spending • Increased efficiency of the approval process

  8. Brown BagsThe Speakers Shawn Wong English Professor Millie Russell Minority Affairs Asst. to VP Jennifer Self Q Center Coordinator Keith Ferguson Treasury Office Chief Investment Officer Sanjeev Khagram Evans SchoolAssoc. Professor Tyrone Willingham Head Football Coach Ana Mari Cauce Executive Vice Provost

  9. Brown BagsChallenges/Recommendations • Speakers need invites at least 6 months to 1 year in advance • When possible, feature UW employees • Scheduling on Ruth and V’Ella’s calendars 

  10. Talent ShowFM Talent • November 3, 2005 kicked off this history making event for Financial Management • Performances reflected the diverse cultures FM employees • An audience of over 100 of FM’s Employees (50%) attended the talent show

  11. Talent ShowPerformances

  12. Talent ShowChallenges/Recommendations • So popular that many commented should be an annual event! • Recommend morning and afternoon shows to allow for everyone to attend • Article for Newsletter could be written from FM Employee’s perspective • Capturing on video proved more difficult than anticipated

  13. Diversity ConnectionsNewsletter

  14. Diversity ConnectionsStatistics

  15. Mentoring ProgramGroups • 18 month term allowed for work with 3 separate FM Mentoring Groups • 04-05 -starts with a Celebration • 05-06 – Services provided to facilitate the success of 11 mentoring pairs • 06-07 - A new group of 11 pairs begins the program

  16. Mentoring ProgramLaunches • Recruiting Mentors • Posting Mentor Biographies • Requesting Mentee Applications • Matching Mentors/Mentees • Initial Mentoring workshops-March

  17. Mentoring ProgramMid-Year Workshop • Topic of Mentor Session: Assisting your mentee in managing time and priorities while change is underway • Topic of Mentee Session: Exploring ways to help mentees take control of their future

  18. Mentoring ProgramBuilding Relationships • Summer Event-9/1/05: Attended by 10 mentors/10 mentees • Winter Event-1/26/06: Attended by 4 mentors/8 mentees

  19. Mentoring ProgramSurvey Results • Mentors • Mentees: recommendations made for improvement to the program

  20. Team Challenges/Successes • Brainstorming at the Diversity Team Retreat led to new ideas • Highlight the many cultures within FM • An 18 month team commitment is important to success • Increase employee participation in the Mentoring Program

  21. Team Challengescontinued… • Maintain a support system of former team members • We can make a difference while having fun • Mentoring relationship Managers should take a more active role • Personalize our mission of promoting diversity for professional and personal growth by sharing positive experiences

  22. Next Stepsrecommendations • Advance planning and scheduling of FM Diversity Events • REACH (Respecting Ethnic and Cultural Heritage) Seminar • Maintain a worksheet of past/prospective speakers • Increase employee participation in the Mentoring Program • Give a thank you gift/card to all Brown Bag speakers • Develop more group Mentee/Mentor events • Archive videos of events for newsletter/website

  23. Thank you for all your support!!

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