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Engage Your Team in Goal Setting. Vaibhav Agarwal Director, Procurement Services University of Notre Dame. Agenda. Team Background Retreat Execution - Goal Setting and Planning Results Q&A – as we go along. Disclaimer. Not an expert Sharing a story that worked for us
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Engage Your Team in Goal Setting Vaibhav Agarwal Director, Procurement Services University of Notre Dame Annual Meeting April 7 - 10, 2013 Orlando, Florida
Agenda • Team Background • Retreat Execution - Goal Setting and Planning • Results • Q&A – as we go along Annual Meeting April 7 - 10, 2013 Orlando, Florida
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
Team Background • 6 team members had never been through a procurement retreat • Change in leadership Annual Meeting April 7 - 10, 2013 Orlando, Florida
Retreat Execution Annual Meeting April 7 - 10, 2013 Orlando, Florida
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
SWOT Analysis • Strengths • What advantages do we have? • What do we do best? • Weaknesses • 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
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
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
Leadership: Tom PetersFour Most Important Words Annual Meeting April 7 - 10, 2013 Orlando, Florida
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
Results • Team feels: • engaged • heard • important • understands the big picture • Better work results, increased productivity Annual Meeting April 7 - 10, 2013 Orlando, Florida
Q&AThank you! Annual Meeting April 7 - 10, 2013 Orlando, Florida