1. How To Successfully Manage a Core Utilizing the LeadMe Leadership Principles Yvette Villicana Finance Manager, Research Resource Program University of California, San Francisco yvette.villicana@ucsf.edu

2. About Me: – New position as Finance Manager for centralized cores – Unfamiliar with core management – New LeadMe Mentee 2013-2014 – Great opportunity for me to practice the principles I learned in the LeadMe Program on a daily basis in my new position

3. Presentation Objectives At the end of this presentation, you will be able to: – learn five key LeadMe Leadership principles – see how I implemented the five principles into my work

4. What is a core? aka: shared facility, shared resource, or scientific recharge -Scientific group that offers specialized services which are paid for by researchers -cores exists because there is a need for the core’s expertise or instrumentation -like a mini-business

5. TIPS for How To Successfully Manage a Core Utilizing the LeadMe Leadership Principles

6. 1. Tour the core. Get to know your facility and the entire team. LeadME Principle: Model the Way.

7. 2. Communicate regularly. Set the tone for engagement early on, establish recurring monthly or quarterly meetings, remind each other about roles and responsibilities and expectations. LeadME Principle: Inspire a Shared Vision.

8. 3. Monitor your monthly revenue versus expenses. Be proactive and revise your service rates if necessary, develop simple rate calculations, create templates as you go. LeadME Principle: Challenge the Process

9. 4. Shares resources with your team and with colleagues. Share files via Dropbox, Google doc, shared drive. Share development and learning opportunities with each other. LeadMe Principle: Enable Others to Act

10. 5. Develop strong working relationships across your organization. UCSF: RRP, Budget Office, Sponsored Research Office, Accounting, Conflict of Interest, Cancer Center, CTSI (initiate brown bag meeting, recurring focus group meeting). LeadMe Principle: Encourage the Heart

11. 5 Key Elements To Successfully Manage A Core 1.Tour the core. 2.Communicate regularly. 3.Monitor your monthly revenue versus expenses. 4.Shares files with your team and with colleagues. 5.Develop strong working relationships across your organization.

12. Summary Why should I be interested in cores? -Might be an emerging area as a result of limited research funding, managing a core is like managing a small business Why should I apply for the LeadMe Program? -Great opportunity to focus on your professional development while working with motivated mentors and mentees in a safe, supportive environment What did I learn from this experience? Leadership is non-stop, ongoing and ever evolving. What is my future commitment to NCURA? Volunteer to become a MINT 2015-2016

13. THANK YOUs: -My mentor Heather Kubinec -LeadMe Coordinator Derick Jones -NCURA

14. Thoughts about cores or LeadMe? Let’s talk! Email: yvette.villicana@ucsf.edu LeadMe: http://www.ogrd.wsu.edu/r6ncura/leadme.aspxyvette.villicana@ucsf.edu http://www.ogrd.wsu.edu/r6ncura/leadme.aspx