1. KEYS TO SUCCESS NCURA Region IV Spring Meeting April 27 – 30, 2014 © 2014 National Council of University Research Administrators National Council of University Research Administrators Embracing Chaos, Change, Customer Service, and Compliance

2. NCURA Region IV Spring Meeting April 27 – 30, 2014 @ 2014 National Council of University Research Administrators Patrick Medina, Associate Director, University of Wisconsin – Madison Bonniejean Zitske, Managing Officer, University of Wisconsin – Madison

3. NCURA Region IV Spring Meeting April 27 – 30, 2014 @ 2014 National Council of University Research Administrators Deadline driven, pressure packed, highly regulated and constantly changing Governmental, institutional, departmental Major impact on resources (human & fiscal) Impacts our processes and procedures Creates silos Opportunities Research Administrative Environment

4. NCURA Region IV Spring Meeting April 27 – 30, 2014 @ 2014 National Council of University Research Administrators Impact on you and the team – feelings of chaos Personal stress and anxiety Increased responsibilities Siege mentality (us versus them) Quality of service is questioned Non-compliance More “critical conversations” Can create silos within silos Research Administrative Environment: Human Impact

5. NCURA Region IV Spring Meeting April 27 – 30, 2014 @ 2014 National Council of University Research Administrators Silos Within Silos Director Post-award Specialist Sponsored Projects Office IACUC eRA Managers IRB Administrative support Legal Department Investigator and Study staff Departmental Administration Pre-award Specialist Finance Centers and Programs Development Corporate Relations Facilities

6. NCURA Region IV Spring Meeting April 27 – 30, 2014 @ 2014 National Council of University Research Administrators Research administrators are leaders by default Service must be investigator focused Being professional will help you weather the storm Speak the truth Don’t take it personally Balance requires integrated teams within the research community – integration begins at home *Communication & dialog are crucial* Achieving Balance: Embracing the Truth

7. NCURA Region IV Spring Meeting April 27 – 30, 2014 @ 2014 National Council of University Research Administrators Everyone is responsible for building an integrated team Promote a shared purpose, which aligns with the core values of the institution Promotes big picture thinking and gives meaning and understanding Establish a cross functional dialog, promoting the free flow of knowledge and meaning Better decisions, buy-in, breaks down silos Achieving Balance: Communication & Dialog Within and Across Departments

8. NCURA Region IV Spring Meeting April 27 – 30, 2014 @ 2014 National Council of University Research Administrators Leadership: Building an integrated team Encourage open, honest and respectful dialog and debate Give everyone a voice Listen Be honest Be visible Stay positive Bring perspective – share your story (challenges) Share the opportunities for growth Achieving Balance: Communication & Dialog within and Across Departments

9. NCURA Region IV Spring Meeting April 27 – 30, 2014 @ 2014 National Council of University Research Administrators Achieving Balance & Controlling the Chaos: The Flexible & Integrated Team Understands roles and responsibilities Team trusts in each other - express feelings/ideas Team empowered: Takes part in decision making Helps set goals and develop strategies Manages change, service demands & compliance enforcement through continuous creative communication and dialog

10. NCURA Region IV Spring Meeting April 27 – 30, 2014 @ 2014 National Council of University Research Administrators Team engages in extensive discussions, and everyone gets a chance to contribute Debate is considered critical to constructive problem solving and removing obstacles – it’s not personal Mistakes are opportunities for growth & development Achieving Balance & Controlling the Chaos: The Flexible & Integrated Team

11. NCURA Region IV Spring Meeting April 27 – 30, 2014 @ 2014 National Council of University Research Administrators Creates an atmosphere of respect Generates a continuing dialog of compliance Creates an awareness that compliance is not just an after thought Once there is a culture of compliance people will do it on their own Researchers will view us as part of the research team rather than outsiders Bridging the Service/Compliance Gap: Become a member of the Research Team

12. NCURA Region IV Spring Meeting April 27 – 30, 2014 @ 2014 National Council of University Research Administrators Be professional You don’t have to know all the answers, just where to find them Give the right service the first time/every time Pursue professional development opportunities Look the part/talk the part Bridging the Service/Compliance Gap: Become a member of the Research Team

13. NCURA Region IV Spring Meeting April 27 – 30, 2014 @ 2014 National Council of University Research Administrators Be Proactive Orientation for new research team members Communication network Create and nurture relationships If it seems like paperwork, I’ll do it Bridging the Service/Compliance Gap: Become a member of the Research Team

14. NCURA Region IV Spring Meeting April 27 – 30, 2014 @ 2014 National Council of University Research Administrators Be Positive Just say, “You’re right” Provide knowledge Educating without teaching or preaching How often do you talk with your faculty about compliance? Bridging the Service/Compliance Gap: Become a member of the Research Team

15. NCURA Region IV Spring Meeting April 27 – 30, 2014 @ 2014 National Council of University Research Administrators Be Accessible Be available / Communicate clearly MBWA - Management by Walking Around Provide service in a timely manner Bridging the Service/Compliance Gap: Become a member of the Research Team

16. NCURA Region IV Spring Meeting April 27 – 30, 2014 @ 2014 National Council of University Research Administrators Considerations Do you have some responsibility Know what you are talking about Know who you are talking to Know your authority Have a plan – what do you want? “The conversation” - Humility and confidence Share the facts/story, not your opinion Ask questions to understand what they did (listen) Go back to the facts (don’t get mad) Follow-up plan Bridged Gap: “Compliance Conversation”

17. NCURA Region IV Spring Meeting April 27 – 30, 2014 @ 2014 National Council of University Research Administrators The challenges of the environment require an integrated flexible research community Integration requires breaking down formal organizational and informal individual barriers through continuous communication and dialog It requires a commitment to the institution, to the team and to each other Balancing Change, Customer Service & Compliance

18. NCURA Region IV Spring Meeting April 27 – 30, 2014 @ 2014 National Council of University Research Administrators Questions or comments?