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Diocesan Fiscal Managers Triumph through Collaboration: Keys to Success

Doing More with Less? 2008-2009. Financial markets, uncertainty, and lawsuits, causing cutbacks?Knowledge loss due to turnover and retirements in diocesan and parish staffs?Challenges of working with volunteers, multigenerational groups?. Five Styles of Dealing with Any Issue. AvoidingAccommo

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Diocesan Fiscal Managers Triumph through Collaboration: Keys to Success

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    1. Diocesan Fiscal Managers Triumph through Collaboration: Keys to Success

    2. Doing More with Less… 2008-2009 Financial markets, uncertainty, and lawsuits, causing cutbacks… Knowledge loss due to turnover and retirements in diocesan and parish staffs… Challenges of working with volunteers, multigenerational groups…

    3. Five Styles of Dealing with Any Issue Avoiding Accommodating Compromising Competing Collaborating

    4. Which Do You Like to Use and Why? Influencing factors Birth order Personality Comfortable with it It works for you!

    5. Case Study One of your parishes had a financial meltdown last year. You suggested a part-time accountant be brought in to help the staff. They did not do that. You have just received a call that they have discovered a worse situation this year……

    6. Avoiding – hang up and take Tylenol Accommodating – go over and fix it Compromising – take back some responsibilities Competing – have the Bishop lean on the Pastor Collaborating – schedule meetings and find a permanent solution Do You Use…

    7. Generally Speaking Avoiding and accommodating are good temporary solutions Compromise produces short-term movement Competing should rarely be used – only if the issue is important and you know you are right

    8. So Why Don’t We Use Collaboration All the Time? It is time consuming, expensive, and requires unique skills: listening skills and creative problem solving. A little empathy also helps!

    9. Why is Working with People So Challenging? For the first time in US history, we will have four distinct generations in the workforce with noticeable differences in attitudes, expectations, and management styles…

    10. What is the Multi-Generational Workforce?

    11. What’s the Difference?

    12. Changes in the Workforce

    13. You are What You Were When… What was going on in your world when you were nine years old…..

    14. The Boomers

    15. The Boomers Don’t make demands Believe hard work will be rewarded in time Value health insurance and security Profit sharing, retirement plan, etc. Work long hours “An honest day’s pay for an honest day’s work” Don’t want to be coached/micro-managed

    16. The Boomers

    17. Facts and Myths: Boomers

    18. The Gen X-ers

    19. The Gen X-ers – the Latch Key Kids Independent Value freedom and flexibility Efficient through use of technology Don’t want to be coached Obsessed with training – “marketable skills” “Toolbox of skills” Direct

    20. The Gen X-ers

    21. Facts and Myths: Generation X

    22. The Gen Y-ers

    23. The Gen Y-ers Bob Daniels, Owner of PrideStaff: “Gen Y will constitute 45 percent of the workforce in a few years” Entrepreneurial and tech-savvy Demand immediate gratification Want their dream job right now The “free agent” generation Team players with an eye always focused on winning and advancing Value social networking and work environment

    24. The Gen Y-ers

    25. Facts and Myths: Generation Y

    27. So… You raised ‘em – now you manage ‘em

    28. Respect for Authority

    29. Time on the Job

    30. Multitasking

    31. Leadership

    32. Balance

    33. Working Together Different life experiences help shape how these different generations view the world of work and their role in the workplace A critical element to working with these generations is to understand how they differ, and how to compensate for their weaknesses by playing to their strengths Turn a negative into a positive for your organization and its workforce

    34. Working Together Problem: Gen X-ers want to build experience and move up Solution: The cross-training they crave for their skill “toolbox”, which will help increase their ability to succeed in their current environment and move up in management

    35. Working Together

    36. Working Together

    37. Closing Comments In times of scarce resources, collaboration is essential Collaboration is challenging with diverse groups Generational gaps do exist in the workplace A good manager understands the value of communicating and embracing these differences One generation’s weaknesses are another’s strengths

    38. Mario Andretti If you feel like you’ve got it under control… you are just not going fast enough!

    39. Thank You!

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