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!