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How To Successfully Manage a Core Utilizing the LeadMe Leadership Principles Yvette Villicana Finance Manager, Research Resource Program University of California, San Francisco [email protected]

How To Successfully Manage a Core Utilizing the LeadMe Leadership Principles Yvette Villicana Finance Manager, Research Resource Program University of

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Page 1: How To Successfully Manage a Core Utilizing the LeadMe Leadership Principles Yvette Villicana Finance Manager, Research Resource Program University of

How To Successfully Manage a Core Utilizing the LeadMe Leadership Principles

Yvette VillicanaFinance Manager, Research Resource Program

University of California, San [email protected]

Page 2: How To Successfully Manage a Core Utilizing the LeadMe Leadership Principles Yvette Villicana Finance Manager, Research Resource Program University of

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

Page 3: How To Successfully Manage a Core Utilizing the LeadMe Leadership Principles Yvette Villicana Finance Manager, Research Resource Program University of

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

Page 4: How To Successfully Manage a Core Utilizing the LeadMe Leadership Principles Yvette Villicana Finance Manager, Research Resource Program University of

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

Page 5: How To Successfully Manage a Core Utilizing the LeadMe Leadership Principles Yvette Villicana Finance Manager, Research Resource Program University of

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

Page 6: How To Successfully Manage a Core Utilizing the LeadMe Leadership Principles Yvette Villicana Finance Manager, Research Resource Program University of

1. Tour the core. Get to know your facility and the entire team.

LeadME Principle: Model the Way.

Page 7: How To Successfully Manage a Core Utilizing the LeadMe Leadership Principles Yvette Villicana Finance Manager, Research Resource Program University of

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.

Page 8: How To Successfully Manage a Core Utilizing the LeadMe Leadership Principles Yvette Villicana Finance Manager, Research Resource Program University of

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

Page 9: How To Successfully Manage a Core Utilizing the LeadMe Leadership Principles Yvette Villicana Finance Manager, Research Resource Program University of

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

Page 10: How To Successfully Manage a Core Utilizing the LeadMe Leadership Principles Yvette Villicana Finance Manager, Research Resource Program University of

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

Page 11: How To Successfully Manage a Core Utilizing the LeadMe Leadership Principles Yvette Villicana Finance Manager, Research Resource Program University of

5 Key Elements To Successfully Manage A Core1. 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.

Page 12: How To Successfully Manage a Core Utilizing the LeadMe Leadership Principles Yvette Villicana Finance Manager, Research Resource Program University of

SummaryWhy 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 businessWhy 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 environmentWhat 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

Page 13: How To Successfully Manage a Core Utilizing the LeadMe Leadership Principles Yvette Villicana Finance Manager, Research Resource Program University of

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

Page 14: How To Successfully Manage a Core Utilizing the LeadMe Leadership Principles Yvette Villicana Finance Manager, Research Resource Program University of

Thoughts about cores or LeadMe?Let’s talk!

Email: [email protected]

LeadMe: http://www.ogrd.wsu.edu/r6ncura/leadme.aspx