“GOOD TO GREAT” WRITTEN BY JIM COLLINS Carol Strickland, Dir. Budgets & Planning BA Dr. Rick Whitfield, Associate Vice Chancellor Finance 2012 UNC Financial Systems Conference

GOOD TO GREAT by Jim Collins What is a Great Organization? One that delivers superior performance and makes a distinctive impact over a long period of time What is “Good”? An enemy of Great Why Try For Great? Those that Try For Greatness must understand that it is an intrinsic process

GREAT Does the constant striving for Greatness Ever Exhaust People or Wear Them Out? People in great organizations are energized by the pursuit.

UNCW Business Affairs (BA) Our Goals: Improve Employee Engagement Improve Customer Service Improve Efficiencies We Promise: To Be Professional To Be Collaborative To Provide Effective Solutions

Good to Great By Jim Collins

The Three Disciplines DISCIPLINE PEOPLE DISCIPLINE THOUGHT DISCIPLINE ACTION

Disciplined People Level 5 Leadership Strong ambition, but ambition is for the organization not themselves UNCW BA Evaluate if the focus of individual units are properly aligned with UNCW BA goals DISCIPLINED PEOPLEDISCIPLINED THOUGHTDISCIPLINED ACTION

Disciplined People Level 5 Leadership Sets up his/her successor for even greater success UNCW BA Develop competencies in staff that position the organization for success Commitment to transparency (information sharing) DISCIPLINED PEOPLEDISCIPLINED THOUGHTDISCIPLINED ACTION

Disciplined People First Who/ Then What? Get the right people on the bus before you decide where to drive it UNCW BA Use the new employee evaluation period as well as annual performance evaluation process Align the correct individuals in the proper positions DISCIPLINED THOUGHT DISCIPLINED ACTION DISCIPLINED PEOPLE

Disciplined People First Who/ Then What? Strong management teams debate vigorously, then unify behind decisions UNCW BA Foster work environments that allow employees to vigorously debate issues while abiding by the Seahawk Respect Compact DISCIPLINED THOUGHTDISCIPLINED ACTION DISCISPLINED PEOPLE

Disciplined Thought Confront the Brutal Facts…… Yet never loose faith Conduct “root cause” analysis without blame UNCW BA Establish trust Do what you say you are going to do Promote open and honest dialog DISCIPLINED THOUGHTDISCIPLINED ACTION DISCISPLINED PEOPLE

Disciplined Thought The intersection is the Hedgehog What you can be best at Hedgehog Circles

Disciplined Thought-UNCW Purchasing Controller Office Budget Office Student Accounts & Cashier Office Best Value Positive Campus Feedback Purchasing Customer Service Great Customer Service Motivate each other Focus on goals Performing our personal best in order to win as a team Excellent Customer Service Providing student support, e-commerce Successful Results Dashboard Measurements Work effectively as team player to provide student account and cashier services What can you be best at? What can you be best at? What can you be best at? What can you be best at?

Disciplined Action Culture of Discipline Disciplined people take disciplined action Self-motivators don’t need managing UNCW BA Establish training program for BA Managers Provide assistance to those that need it but don’t micromanage DISCIPLINED THOUGHTDISCIPLINED ACTION DISCISPLINED PEOPLE

Disciplined Action Technology Accelerators Should be used as a tool Strategically adapt UNCW BA Upper management actively support implementation Ensure complete understanding of campus impact DISCIPLINED THOUGHTDISCIPLINED ACTION DISCISPLINED PEOPLE

Build Up… Break Through Core Values People need to know what you stand for…not just what you are going to do for them UNCW BA We promise to: Be Professional Be Collaborative Provide Effective Solutions

Build Up… Break Through Effort over time Consistent Direction No quick fixes Flywheel

Build Up… Break Through Innovation Employee Coaching Be Open to New Ideas Document Incremental Success Measure and Evaluate UNCW BA

Concluding Thoughts

“GOOD TO GREAT” WRITTEN BY JIM COLLINS Carol Strickland, Dir. Budgets & Planning BA Rick Whitfield, Associate Vice Chancellor