raleigh budget kick-off presentation

LET’S KICK IT OFF!City of RaleighBudget Kick-Off Examples

RALEIGH PAST BUDGET KICK-OFFS

Always an annual kick-offMemories of kick-off…drab and colorlessNo real message or inspiration

UNTIL THE KICKOFF FOR THE FY12 PROCESS….

CASE STUDY: FY12 BUDGET KICK-OFF

Problem:Third year of Great Recession reductions

A mindset of “we can’t cut anymore.”

Departments were becoming protectionist

Core purpose:Instill confidence that “We can do this!”

Provide concrete strategies/techniques

Encourage thinking outside of departmental bunkers

LESSONS TO IMPART

#1: Prioritize. If it doesn’t add value – get rid of it.

#2: Share.

#3: It’s OK to pay more for things when they have a pay off in the future.

#4: Find opportunities to charge for things of value.

#5: Be open to new and changing roles.

#6: Strengthen relationships and build alliances.

#7: Don’t compete against each other. Look for common ground.

#8: Learn from history and proven best practices.

#9: We are stronger as family than as individual departments

How to Navigate the Great Recession

Lessons from the Brady Bunch: Everything you need to know to succeed during a Recession

CASE STUDY FY14 KICK-OFF

Problem/Situation:Moving to a new era; Needed to start a new chapter and define it

Departments needed to improve their business case justifications

Core purpose:Acknowledge what city had gone through over past few years

New day comes new expectations; better justification on how currently using resources

Tell a better story (aka business justification)

King RussellSir Perry the Pecuniary

Commerce Tax Revenues

Royal Subject Population

Sir Dawson the Direct

Sir Carman the Calculating

The Great Recesnosi

The Great Recessino

The Great Recession

DEMYSTIFYING THE PROCESS

PREPARING FOR KICK-OFF

Assess Current Climate/SituationDefine The Core MessageDetermine how to PROVOKE attention or engage audience

ASSESS CURRENT CLIMATE/SITUATION

In Raleigh…A lot of uncertainty for the future with a new manager

Needed to address anxiety and questions about what a new manager would bring

Expectation of a high quality kick-off

FIND THE CORE MESSAGE

Ask Yourself These Questions What does the audience want to know or hear?

What do we want them to do or think or hear?

What would executive management want us to focus on in developing the core message?

In Raleigh…Reassurance through clarity of budget expectations under new leadership

Continue to build on effectively telling the story with performance measurement

DETERMINE HOW TO PROVOKE ATTENTION OR ENGAGE AUDIENCE

HOW TO BE PROVOCATIVE

Choose an unexpected metaphor

Present a unique visual comparison

Create questions in people’s heads — “Where is this guy (or gal!) going with this?”

Connect it to the core message

QUESTIONS TO ADDRESS “WHAT’S IN IT FORME” (WIIFM)?

Why should they want to know what you want them know?

Why should they feel what you want them to feel?

Why should they do what you want them to do?

WHY GO THROUGH ALL THIS WORK!?To PUMP PEOPLE UP for the upcoming budget process

To INSPIRE

To encourage people to THINK DIFFERENTLY

SO…THE RESULT OF THE TEAM’SEFFORTS FOR THE FY15 KICK-OFF

WE USE PERFORMANCE DATADAILY

WE WANT TO BUYTHE RIGHT CARAT THE RIGHTPRICE

WE WANT TOUNDERSTAND

HOW HEALTHY WEARE

WE WANT TO KNOW HOW OURKIDS ARE DOING AT SCHOOL.

WE WANTTO SEEPROGRESSTOWARDOURFITNESSGOALS.

WE WANT TOBUY OR SELLOUR HOUSE FORA FAIR PRICE.

WE DON’T WANT TOBE ISSUED A

SPEEDING TICKET.

We don’t want to run out of fuel.

WHY DOES IT BECOMEMORE COMPLICATEDWHEN WE THINKABOUT THEM RELATIVETO WORK?

What one word comes to mind when asked “Why measure performance?”

WHY MEASURE PERFORMANCE?

Robert Behn, Why Measure Performance, Public Administration Review, Sept/Oct 2003

PromoteEvaluate

Motivate

Celebrate

Learn

Improve

Control

Budget

Anything You Can Do, I Can Do BetterBing Crosby and Rosemary Clooney, 1962

Whip It!DEVO, 1980

You Can’t Always Get What You WantRolling Stones, 1969

Lose YourselfEminem, 2002

Dirty Deeds Done Dirt CheapAC/DC, 1976

CelebrationKool & the Gang, 1980

Man in the MirrorMichael Jackson, 1988

All StarSmash Mouth, 1999

Raleigh Performance Playlist

EVERYONE HAS A ROLE IN THIS ROCK BAND!

Department Heads and Other ManagersYou set the rhythm/beat to which everyone plays!

Staff Analysts or Data “Collectors”You “sing” back up by providing the knowledge and expertise of the data and its analysis.

All EmployeesThe true rock stars. We rely on you to produce the performance results.

SUMMARY

Assess Current Climate/SituationAsk Yourself These Questions

What does the audience want to know or hear?What do we want them to do or think or hear?What would executive management want us to focus on in developing the core message?

Determine how to PROVOKE attention or engage audience

Choose an unexpected metaphorPresent a unique visual comparisonCreate questions in people’s heads — “Where is this guy (or gal!) going with this?”Connect it to the core message

THANK YOU!