FM Diversity TeamEIT PresentationJune 12, 2006

Agenda

• Introductions

• Facilitator’s Viewpoint (David)

• Diversity Budget (Aurora)

• Brown Bag Sessions (Mai Lin)

• Talent Show (Gwen)

• Newsletter (JR)

• Mentoring Program (Dick)

• Successes/Challenges (Belinda)

• Next Steps (Sam)

Team Members

Dick SimmonsStudent Fiscal Services

JR SloanFinancial Accounting

Sam CastroPayroll

David J. Wright (Facilitator)Financial Services

Mai Lin Chua (leader)Student Fiscal Services

Gwen DardenGrant & Contract Accounting

Belinda LileyFinancial Services

Aurora LauTreasury

Facilitator’s Viewpoint

• Consolidation of and Teams

• Diversity Team “explodes” onto scene with

“seismic” affect, knew no limits…

DREAM RAVE

• Brown Bags with UW “movers” & “shakers

• First FM Talent Show had critical acclaim

• Celebrating FM diversity at a Mariner game

• First bi-monthly FM Diversity Newsletter

• FM mentoring program continues to be a model

• Team members made personal sacrifices

Facilitator’s Viewpoint Continued…

Diversity Budget The Process

• Finalized event timeline

• As a group, we identified the different cost assumptions (e.g. $/head, # of people, length of time, on/off campus, room size)

• Estimated cost by category for each event

• Proposed a final budget amount for approval

• Tracked actual spending for each event and reconciled with Marli on a quarterly basis

Diversity BudgetTake-Aways

• First planned and tracked budget for the team

• Actual spending was 29% below forecasted budget• Provided guidelines for spending (e.g. food $) and re-enforced FM budget policy (e.g. meal/no meal)• Obtained ProCard, eliminating the need to use personal funds

• Tracked actual spending

• Increased efficiency of the approval process

Shawn WongEnglish Professor

Keith FergusonTreasury Office Chief Investment Officer

Sanjeev KhagramEvans School Assoc. Professor

Ana Mari CauceExecutive Vice Provost

Millie RussellMinority Affairs Asst. to VP

Jennifer SelfQ Center Coordinator

Tyrone WillinghamHead Football Coach

Brown BagsThe Speakers

Brown BagsChallenges/Recommendations

• Speakers need invites at least 6 months to 1 year in advance

• Scheduling on Ruth and V’Ella’s calendars

• When possible, feature UW employees

Talent ShowFM Talent

• November 3, 2005 kicked off this history making event for Financial Management

• Performances reflected the diverse cultures FM employees

• An audience of over 100 of FM’s Employees (50%) attended the talent show

Talent ShowPerformances

Talent ShowChallenges/Recommendations

• So popular that many commented should be an annual event!

• Recommend morning and afternoon shows to allow for everyone to attend

• Article for Newsletter could be written from FM Employee’s perspective• Capturing on video proved more difficult than anticipated

Diversity ConnectionsNewsletter

Diversity ConnectionsStatistics

Mentoring ProgramGroups

• 18 month term allowed for work with 3 separate FM Mentoring Groups

• 04-05 -starts with a Celebration

• 05-06 – Services provided to facilitate the success of 11 mentoring pairs

• 06-07 - A new group of 11 pairs begins the program

Mentoring ProgramLaunches

• Recruiting Mentors

• Posting Mentor Biographies

• Requesting Mentee Applications

• Matching Mentors/Mentees

• Initial Mentoring workshops-March

Mentoring ProgramMid-Year Workshop

• Topic of Mentor Session: Assisting your mentee in managing time and priorities while change is underway

• Topic of Mentee Session: Exploring ways to help mentees take control of their future

Mentoring ProgramBuilding Relationships

• Summer Event-9/1/05: Attended by 10 mentors/10 mentees

• Winter Event-1/26/06: Attended by 4 mentors/8 mentees

• Mentors

• Mentees: recommendations made for

improvement to the program

Mentoring ProgramSurvey Results

Team Challenges/Successes

• Brainstorming at the Diversity Team Retreat led to new ideas

• Highlight the many cultures within FM

• An 18 month team commitment is important to success

• Increase employee participation in the Mentoring Program

Team Challengescontinued…

• Maintain a support system of former team members

• We can make a difference while having fun

• Mentoring relationship Managers should take a more active

role

• Personalize our mission of promoting diversity for professional

and personal growth by sharing positive experiences

Next Stepsrecommendations

• Advance planning and scheduling of FM Diversity Events

• REACH (Respecting Ethnic and Cultural Heritage) Seminar

• Maintain a worksheet of past/prospective speakers

• Increase employee participation in the Mentoring Program

• Give a thank you gift/card to all Brown Bag speakers

• Develop more group Mentee/Mentor events

• Archive videos of events for newsletter/website

Thank you for all your

support!!