1. Implementing a Grant Projection Tool for Principal Investigators
Nannette Pettis, MPA, CRA Contract and Grants Administrator Sponsored Projects Administration

2. PROJECT OVERVIEW
To customize, test, and implement a grant projection tool to meet requirements for the PIs at Kaiser Permanente

3. SOMEWHERE: There’s a Projection tool
Current Situation Day-to-Day research activities leave PIs guessing financial impacts
Dept. delegate may have own version of tracking costs
PIs request a “plug & play” financial sheet

4. ROADBLOCKS to Consider
• Buy-In Across Departments
• Existing business processes
• Expectations (automate or manual?)
• Documentation
• Dedicated Resources

5. MODEL THE WAY
My voice • Bringing skills/tools to management • Interview PIs and Dept. delegate • Review existing tools and systems
Set the example • Modify existing projection tool to meet PI’s expectations

6. PROJECTION TOOL
Functionality Requirements • Ability to maintain & record notes • Minimal Manual inputs • Multi-user file sharing • Flexibility to add rows/columns • Summary for snapshot review • Ease of use – Like checkbook!

7. INSPIRE A SHARED VISION
Excitement and Possibilities • Modified existing tool to be intuitive • Keep it simple & easy to use Action • Beta test with clients

8. CHALLENGE THE PROCESS
Venturing out to the unknown • Beta test with the most Meticulous PIs
Small wins and learning experiences…
Tapping into the heart, mind, and courage

9. ENABLE OTHERS TO ACT
Collaborate and Build trust • Publish test sheet with actual data on Share Drive
• Client and/or delegate establish parameters to update data
Engaging others to be part of the process
• “Real-time” adjustments during financial reviews with PI & delegate
• Present Beta findings at Team Meeting and with Org. Leaders.

10. ENCOURAGE THE HEART • Develop a training plan to roll out tool
• Help PIs & delegates feel empowered to make financial decisions

11. Lead Me Lessons Learned
• Take Risks
“The word ‘Impossible’ itself says I’m possible!’’
• People do not follow people, they follow a Vision
• Go with the journey, it may lead you to great things

12. THANK YOU!!!!!! Nancy Lewis, Mentor Theresa Caban, Colleague
Derick Jones, Lead Me Chair “The Wizard”
And all the Lead Me members in the Program!
NCURA COMMITMENT
• Volunteer • Promote “Lead Me” to others
• Use tools gained from “Lead Me” program