1. Developing a Procedure for Project Closeouts
Kimberly Jackson
Sponsored Research Funds Administration – SRFA
February 28, 2019

2. The Five Practices of Exemplary Leadership

3. The Five Practices of Exemplary Leadership
Take the Lead
Enlist others in the common vision of a more efficient closeout system
Look for innovative ways to improve the current system
Develop Competence
Recognize Contributions

4. Projects to Closeout

5. Project Overview
Objective: Develop and Implement a system to improve the efficiency and timeliness of the closing out process at our institution. This project will incorporate the five practices of successful leadership.

6. Current Tools

7. Volunteer to take the lead Data Collection from Department Manager
Model The Way
Take the Initiative:
Volunteer to take the lead
Data Collection from Department Manager

8. Inspire a Shared Vision
Enlist others in the common vision of a more efficient closeout system.
Generate enthusiasm

9. Looking for innovative ways to improve:
Challenge The Process
Looking for innovative ways to improve:
Identify roles and responsibilities for each party during the closeout process

10. Enable Others To Act Develop Competence: Form a committee
Develop a plan
Seek Feedback
Present final assessment findings and recommendations at the Team Meeting

11. Encourage The Heart Recognize Contributions:
Generate a sense of ownership
Allow others to be invested
Comparison of previous assessment and current findings

12. Resolution
This system will make the closeout process more timely and more efficient.
This system will decrease the closeout process from 45 days to 30 days
Interactive Workflow Forms are introduced to the team
Implement an Interactive Closeout Process Workflow

13. Projects Closed Out in a Timely Manner

14. Reflection Great Leadership Development program Awesome team
Diversity of Researchers
Book, “The Leadership Challenge” is a great tool to use going forward in our careers
Commitment for NCURA
Continue use of knowledge learned in the LEAD Me program
Join/volunteer NCURA committees
Attend my 1st Annual NCURA meeting

15. Thank You!
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Work sucks!