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Panel Discussion. Administrative Skills in the 21 st Century. Our Guest Speakers. Amy Balsom, School of Earth Sciences Nancy Baumann, IT Services Technology Training Rosan Gomperts, Faculty & Staff Help Center Noel Hirst, VP Business Affairs & CFO Office
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Panel Discussion Administrative Skills in the 21st Century
Our Guest Speakers Amy Balsom, School of Earth Sciences Nancy Baumann, IT Services Technology Training Rosan Gomperts, Faculty & Staff Help Center Noel Hirst, VP Business Affairs & CFO Office Jennifer Zirbes, VP Business Affairs & CFO Office, Treasurer’s Office
Agenda • Each presenter will speak for a short time to relay the key skills in each area: • Technology • Workplace Effectiveness • Interpersonal • Finance & Budgeting • Then we’ll open it up for questions • Use 3 x 5 cards to jot down questions as we go
Technology Skills Nancy Baumann, ManagerTechnology Training and Campus ReadinessIT Services
Most attended technology classes in FY10 • Excel 2007 (Levels 1, 2, and Pivot Tables) • Outlook 2007 Mail and Calendar • Stanford Email (Webmail) and Calendar • Word 2007 • Photoshop • Drupal (content management system) • Adobe Acrobat and PDFs • Dreamweaver • PowerPoint 2007 • HTML Basics (basic web mark-up language) • SQL Basics
Future Trends in Technology • What technology skills do I need tomorrow?Guidelines to prepare for the future: • Keep your skills current through training and practice.Use what you learn to manage the data you deal with. • Be aware of and open to new technologies.Read tech news in newspapers, bookmark “Wired,” watch for lectures on emerging technologies at Stanford! • Be an early adopter and leader of applicable technologies used in your workgroup to improve productivity.Work smarter, not harder. But here are some trends…
Future Trends in Technology Content Management Systems
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Future Trends in Technology Excel Word PowerPoint Access Outlook Content Management Systems Mobile Devices Security! MS Office
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Future Trends in Technology Operating systems Application servers Applications Management Networks Hardware Storage Services Content Management Systems Mobile Devices Security! MS Office Web Skills Social Networking and Collaboration Modern telephony and web conferencing Integrated Software Applications Enterprise Computing Open Source Software Virtualization
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Future Trends in Technology Content Management Systems Mobile Devices Security! MS Office Web Skills Social Networking and Collaboration Modern telephony and web conferencing Integrated Software Applications Enterprise Computing Open Source Software Virtualization Cloud computing
Resources IT Services Technology Trainingwebsite: techtraining.stanford.eduemail: techtraining@stanford.eduphone: 723-4391 Classes, webinars, online training, one-on-one training, intact workgroup training, Tech Briefings (free), Techie Festival, and more…
Workplace Effectiveness Skills Amy Balsom Sr. Associate Dean of Finance and Administration, School of Earth Sciences
Workplace Effectiveness It all boils down to: Be Smart Be Flexible Be Nice
Be Smart Ask questions Follow up Understand the context Be resourceful and responsive
Be Flexible Don’t say “it’s not my job…” Ask for new assignments Try not to fear change Ask for feedback and take it to heart
Be Nice Be helpful! Foster a positive working environment Use humor to build relationships
A few more tangible skills Develop great organizational skills Become a master at project management Proof read all of your communications Be discreet with confidential information
Interpersonal Skills Rosan Gomperts, Director, Faculty & Staff Help Center
Key Interpersonal Skills • Communicating Effectively in Difficult Situations • Best Ways to Manage Emotions • Options if nothing works
Communicating Effectively in Difficult Situations • Emotional Intelligence • Capacity for recognizing our own feelings and those of others, for motivating ourselves and for managing emotions well in ourselves and in our relationships. • From ‘Working With Emotional Intelligence’ Daniel Goleman • What if our ‘Excellent Interpersonal Skills’ fall apart due to difficult situations and/or difficult personalities? • Negative assumptions/evidence building • Core issues – buttons and triggers • Emotional fall back positions, defensiveness, blaming, avoidance, aggression (fight or flight)
Best Ways to Manage Emotions • A full “tool bag” includes: • Breathing! • Good Active Listening Skills: • Paraphrase • Acknowledge • Clarify • Validate • Empathize • A variety of Communication Skills: • Difficult Conversations • Aikido Communication • CPR: Content, Process, Relationship • Ability to “Unhook” • Physically, mentally, emotionally • Depersonalize
Finance and Budgeting Skills Noel Hirst, AVP Finance & Facilities, Business Affairs Jennifer Zirbes, Executive Assistant, Office of the Treasurer
Finance & Reporting • Understanding: Org Structures, Org Hierarchy, Org Codes, Project–Task–Awards for department(s) • Reporting: tracking payments, Req., P&T card status, Expenditures, investigating Exp. Stmnt details • CMS, Reportmart 3, (determine best rpts to use–local advice) • Solid Excel knowledge: the ability to create worksheets and pivot tables in support of function
Finance & Reporting (continued) • Proper processing: Purchase Requisitions, Invoices, Pcard transactions, iOUs • Contact BPSC and work through issues if they arise • Partner & Plan: Partner with your local finance person – they can teach you streamlined reporting format, style, planning, preparation, expectations, areas for investigation, etc.
Budgeting • Scenario 1: Planning an event, provided $5,000 to work with…. What to do? • Plan for all event activities and requirements • Obtain solid quotes for room, food, beverages, etc. • Validate that quotes meet University Expense Guidance • Negotiate, Negotiate, Negotiate • Compare Budget to Actual • Keep a record of prior events for cost comparisons and for budget creation – will help you set realistic budgets from the start • Next time - go to supervisor with proposed budget upfront
Budgeting(continued) • Scenario 2: Track/Review Monthly Expenditures • Run CMS, or Exp. Stmnt. • PTA Overview & PTA Commitment Detail-Goods & Services • Report 285 – mo. detailed expenses & budget data • Compare budget to actual • Look at the areas of expense you are responsible for (office and kitchen supplies, cell phone charges, BGM or other internal services) and make sure charges are correct and are charged to the right PTA • Don’t be afraid to ask your finance person for assistance – you will save them time in the long run
Q&A Time! Got some Qs? Our speakers have As!