Vaibhav Agarwal Director, Procurement Services University of Notre Dame Engage Your Team in Goal Setting 1 Annual Meeting April , 2013 Orlando, Florida

Agenda Team Background Retreat Execution - Goal Setting and Planning Results Q&A – as we go along Annual Meeting April , 2013 Orlando, Florida 2

Disclaimer Not an expert Sharing a story that worked for us Many tools available for retreat execution Annual Meeting April , 2013 Orlando, Florida 3

Team Background 6 team members had never been through a procurement retreat Change in leadership Annual Meeting April , 2013 Orlando, Florida 4 Procurement Services (1) Sourcing (7) Systems (4) Contracts (2)

Retreat Execution Annual Meeting April , 2013 Orlando, Florida 5

Vision Discussion Open-ended statement In the perfect world, perfect department, we would… Structure: – Process – Technology – Skills Annual Meeting April , 2013 Orlando, Florida 6

SWOT Analysis Annual Meeting April , 2013 Orlando, Florida 7 Strengths What advantages do we have? What do we do best? 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? Weaknesses What do we fall short? What factors detract users from coming to us? Threats What obstacles do we face? Are there areas, processes, technologies that keep us from moving forward? Threats What obstacles do we face? Are there areas, processes, technologies that keep us from moving forward? Opportunities What are some areas that we can leverage? Are there areas, processes, technologies that will transform our work? Opportunities What are some areas that we can leverage? Are there areas, processes, technologies that will transform our work?

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 , 2013 Orlando, Florida 8

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 , 2013 Orlando, Florida 9

Leadership: Tom Peters Four Most Important Words Annual Meeting April , 2013 Orlando, Florida 10

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 , 2013 Orlando, Florida 11

Results Team feels: – engaged – heard – important – understands the big picture Better work results, increased productivity Annual Meeting April , 2013 Orlando, Florida 12

Q&A Thank you! Annual Meeting April , 2013 Orlando, Florida 13