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Vaibhav Agarwal Director, Procurement Services University of Notre Dame Engage Your Team in Goal Setting 1 Annual Meeting April 7 - 10, 2013 Orlando, Florida

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Page 1: Vaibhav Agarwal Director, Procurement Services University of Notre Dame Engage Your Team in Goal Setting 1 Annual Meeting April 7 - 10, 2013 Orlando, Florida

Vaibhav AgarwalDirector, Procurement ServicesUniversity of Notre Dame

Engage Your Team in Goal Setting

1Annual MeetingApril 7 - 10, 2013Orlando, Florida

Page 2: Vaibhav Agarwal Director, Procurement Services University of Notre Dame Engage Your Team in Goal Setting 1 Annual Meeting April 7 - 10, 2013 Orlando, Florida

Agenda

• Team Background• Retreat Execution - Goal Setting and Planning• Results• Q&A – as we go along

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 3: Vaibhav Agarwal Director, Procurement Services University of Notre Dame Engage Your Team in Goal Setting 1 Annual Meeting April 7 - 10, 2013 Orlando, Florida

Disclaimer

• Not an expert• Sharing a story that worked for us • Many tools available for retreat execution

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 4: Vaibhav Agarwal Director, Procurement Services University of Notre Dame Engage Your Team in Goal Setting 1 Annual Meeting April 7 - 10, 2013 Orlando, Florida

Team Background

• 6 team members had never been through a procurement retreat

• Change in leadership

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 5: Vaibhav Agarwal Director, Procurement Services University of Notre Dame Engage Your Team in Goal Setting 1 Annual Meeting April 7 - 10, 2013 Orlando, Florida

Retreat Execution

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Page 6: Vaibhav Agarwal Director, Procurement Services University of Notre Dame Engage Your Team in Goal Setting 1 Annual Meeting April 7 - 10, 2013 Orlando, Florida

Vision Discussion

• Open-ended statement• In the perfect world, perfect department, we

would…• Structure:– Process– Technology– Skills

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 7: Vaibhav Agarwal Director, Procurement Services University of Notre Dame Engage Your Team in Goal Setting 1 Annual Meeting April 7 - 10, 2013 Orlando, Florida

SWOT Analysis

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Strengths•What advantages do we have? •What do we do best?

Strengths•What advantages do we have? •What do we do best?

Weaknesses•What do we fall short? •What factors detract users from coming to us?

Weaknesses•What do we fall short? •What factors detract users from coming to us?

Threats•What obstacles do we face? •Are there areas, processes, technologies that keep us from moving forward?

Threats•What obstacles do we face? •Are there areas, processes, technologies that keep us from moving forward?

Opportunities•What are some areas that we can leverage? •Are there areas, processes, technologies that will transform our work?

Opportunities•What are some areas that we can leverage? •Are there areas, processes, technologies that will transform our work?

Page 8: Vaibhav Agarwal Director, Procurement Services University of Notre Dame Engage Your Team in Goal Setting 1 Annual Meeting April 7 - 10, 2013 Orlando, Florida

SWOT Analysis Execution

• Pre-assigned teams to cover each section of SWOT– Force interactions between people– Limited time to generate thoughts – Appoint a scribe/spokesperson for the team

• Briefly discuss each point of SWOT– Other teams can add/remove/ask questions

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Page 9: Vaibhav Agarwal Director, Procurement Services University of Notre Dame Engage Your Team in Goal Setting 1 Annual Meeting April 7 - 10, 2013 Orlando, Florida

Brainstorming Goals

• Powerful question – “What do you think?”• Goals for each team• Everyone free to contribute – Ask clarifying questions to complete/understand thought– No shooting down of ideas

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Page 10: Vaibhav Agarwal Director, Procurement Services University of Notre Dame Engage Your Team in Goal Setting 1 Annual Meeting April 7 - 10, 2013 Orlando, Florida

Leadership: Tom PetersFour Most Important Words

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Page 11: Vaibhav Agarwal Director, Procurement Services University of Notre Dame Engage Your Team in Goal Setting 1 Annual Meeting April 7 - 10, 2013 Orlando, Florida

Team Building

• Engaged staff outside of managers to create and execute the team building event

• “Charade with Work Friends”• First Job Quiz

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 12: Vaibhav Agarwal Director, Procurement Services University of Notre Dame Engage Your Team in Goal Setting 1 Annual Meeting April 7 - 10, 2013 Orlando, Florida

Results

• Team feels:– engaged– heard– important– understands the big picture

• Better work results, increased productivity

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Page 13: Vaibhav Agarwal Director, Procurement Services University of Notre Dame Engage Your Team in Goal Setting 1 Annual Meeting April 7 - 10, 2013 Orlando, Florida

Q&A

Thank you!

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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