1 vision/2 approaches: customer expectations - university & research institute perspectives...

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1 Vision/2 Approaches: Customer Expectations - University & Research Institute Perspectives Allison Weber Director, Gov’t & Non-Profit Grants/Contracts, Los Angeles Biomedical Research Institute Office of Research Administration Patti Manheim Director University of California, Los Angeles Office of Research Administration Region VI/VII Spring Meeting 2011

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Page 1: 1 Vision/2 Approaches: Customer Expectations - University & Research Institute Perspectives Allison Weber Director, Gov’t & Non-Profit Grants/Contracts,

1 Vision/2 Approaches: Customer Expectations - University &

Research Institute Perspectives

Allison WeberDirector, Gov’t & Non-Profit Grants/Contracts, Los Angeles Biomedical Research InstituteOffice of Research Administration

Patti ManheimDirectorUniversity of California, Los AngelesOffice of Research Administration

Region VI/VII Spring Meeting 2011

Page 2: 1 Vision/2 Approaches: Customer Expectations - University & Research Institute Perspectives Allison Weber Director, Gov’t & Non-Profit Grants/Contracts,

Customers/Clients

Who are the customers of Research

Administrators?

What are the expectations of these

customers ?

How have those expectations changed in

the last 5-10 years?

Page 3: 1 Vision/2 Approaches: Customer Expectations - University & Research Institute Perspectives Allison Weber Director, Gov’t & Non-Profit Grants/Contracts,

IS IT EVEN POSSIBLE TO MEET

CUSTOMER EXPECTATION???

Page 4: 1 Vision/2 Approaches: Customer Expectations - University & Research Institute Perspectives Allison Weber Director, Gov’t & Non-Profit Grants/Contracts,

Customer Service

What is the purpose of customer service?

Is it really necessary?

What skills are necessary?

◦ The “standard skill set”

◦ The “new and improved” skill set

Page 5: 1 Vision/2 Approaches: Customer Expectations - University & Research Institute Perspectives Allison Weber Director, Gov’t & Non-Profit Grants/Contracts,

Environment

How does environment influence

customer expectation?

◦ The University Environment

◦ The Research Institute Environment

Page 6: 1 Vision/2 Approaches: Customer Expectations - University & Research Institute Perspectives Allison Weber Director, Gov’t & Non-Profit Grants/Contracts,

University Environment

Elements affecting Customer Service

An institution of higher education and

research, which grants academic degrees…Research Universities (RU/VH) 96 in the USResearch Universities (RU/H) 103Doctoral Research Universities (DRU) 83

UCLA

Page 7: 1 Vision/2 Approaches: Customer Expectations - University & Research Institute Perspectives Allison Weber Director, Gov’t & Non-Profit Grants/Contracts,

University

Customer Service Challenge / Solution

Communication – Developed defined procedures

Contract Negotiation Challenges – develop alternative

Streamlining a procedure

Page 8: 1 Vision/2 Approaches: Customer Expectations - University & Research Institute Perspectives Allison Weber Director, Gov’t & Non-Profit Grants/Contracts,

Research Institute Environment

Elements affecting Customer Service

An establishment endowed for doing research

Page 9: 1 Vision/2 Approaches: Customer Expectations - University & Research Institute Perspectives Allison Weber Director, Gov’t & Non-Profit Grants/Contracts,

Research Institute

Customer Service Challenge / Solution

Communication

Facilitating procedure – dividing responsibilities

Subcontracting

Page 10: 1 Vision/2 Approaches: Customer Expectations - University & Research Institute Perspectives Allison Weber Director, Gov’t & Non-Profit Grants/Contracts,
Page 11: 1 Vision/2 Approaches: Customer Expectations - University & Research Institute Perspectives Allison Weber Director, Gov’t & Non-Profit Grants/Contracts,

Meeting Customer Expectation

General Guidelines:

(Adapted from J M 51 business errors)

Focus: Pay more attention to your service model,

office organization and pay less attention to the

external factors – lack of federal funding, state

resources, campus politics. Keep your eyes on

the road, and not the landscape.

Page 12: 1 Vision/2 Approaches: Customer Expectations - University & Research Institute Perspectives Allison Weber Director, Gov’t & Non-Profit Grants/Contracts,

Don’t throw the Hail Mary: Don’t make

dramatic changes in haste. Work on the service

tactics already in front of you. Keep moving and

keep working at the tasks that have worked in

your office. Don’t count on one change/element

as a source of instant salvation.

Don’t Fret: tune up systems, make investments

in training and education programs – investments

that pay over time.

Meeting Customer Expectation

Page 13: 1 Vision/2 Approaches: Customer Expectations - University & Research Institute Perspectives Allison Weber Director, Gov’t & Non-Profit Grants/Contracts,

Meeting Customer Expectation

Check your model – what can you learn from

your internal and external customers/clients:

What is working and what can be improved. (e.g.

Can you simplify what has become too complex?)

Page 14: 1 Vision/2 Approaches: Customer Expectations - University & Research Institute Perspectives Allison Weber Director, Gov’t & Non-Profit Grants/Contracts,

References

Jim Muelhausen, CPA, JD The 51 Fatal Business Errors, and how to avoid them, 2008 Mulekick Publishing 3rd Ed

Carnegie Classification of Institutions of Higher Education, 2007

Page 15: 1 Vision/2 Approaches: Customer Expectations - University & Research Institute Perspectives Allison Weber Director, Gov’t & Non-Profit Grants/Contracts,

Thank you!

Allison WeberDirector, Gov’t/Non-Profit Grant& Contracts, Office of Research AdministrationLos Angeles Biomedical Research InstituteResearch Administration [email protected]://www.labiomed.org

Patti ManheimDirectorOffice of Contract and Grant Administration (OCGA)University of California, Los Angeles11000 Kinross Avenue, Suite 102Los Angeles CA [email protected] http://www.research.ucla.edu/ocga/