Welcome to the world, Theodore “Theo” Keve!

Bryan and Stephani Keve are thrilled to announce the birth of their first child, son Theodore “Theo” Francis Keve.  Theo made his debut at 7:27 pm on June 27. Vital stats:  6 lbs. 13 oz., 19.5”. All are doing well! Theo is already a loyal son of Notre Dame, as you can see from his cap.  Congratulations Bryan and Stephani!

 

keve baby

Special Events & Stewardship Updates

Dear Colleagues,

 

Special Events & Stewardship is excited to announce several revisions to the overall structure of the team. This reorganization is intended to promote collaboration, increase specialization of responsibilities, and foster innovation in event programming and stewardship activities across all divisions. Please note this reorganization was in process prior to Katherine Lane’s appointment to the ND Trail, and I am grateful for her leadership and counsel.

 

Please find below an outline of specifics responsibilities, and attached an org chart of the team.  Moving forward, the team will operate within five distinct units, including:

 

Executive Events & Stewardship:

  • Plan and execute events involving the Executive Officers and other University leaders (e.g., Board of Trustees events, Advisory Council weekends, dedications and groundbreakings, etc.)
  • Leading this team will be Cristi Ganyard, and the team will be comprised of Mary Andersen, Stephanie Mead, and Jennifer McGuire.
  • As a result of Lauren Whisler’s impending departure, one Assistant Director one position is open and will be posted this week.

Campaign Events & Stewardship

  • Partner closely with Campaign Administration to plan and execute events associated with the Boldly Notre Dame Campaign (e.g., Fly-Ins, Fly-Outs, Leadership Weekends, and Campaign Cabinet meetings).
  • Jessica Reasons will lead this team and work closely with Tory Grimes in planning and executing these events.

Donor Cultivation Events & Stewardship

  • Plan and execute Athletics Advancement events and stewardship, Annual Giving and Recognition Societies events and stewardship, Wall Street engagement events, and Regional Development events (i.e., the Development Tailgate, Welcome Weekend receptions, and regional cultivation events).
  • Leading this team will be Christine Wallace, and she will work closely with Laura O’Sullivan and Rod Ambrissi.

Compliance & Stewardship Programs

  • Manage the comprehensive stewardship programs for the academy and financial aid.
  • Specific areas of focus include the annual endowment reporting effort and a new compliance function, intended to ensure funds across the University are applied in accordance with donor-imposed restrictions and spent towards maximum impact. This group will also partner closely with Regional Development, CFR, Academic Advancement Directors, etc.
  • A Director, Compliance & Stewardship Programs role will lead this team and will be posted this week.
  • The team is also comprised of Amanda Retartha, Dave Daley, Liz Johnson, Heather Moriconi, and Kris Machalleck.

 

Donor Communications, Recognition, & Stewardship

  • Responsible for the coordination of the Presidential and Vice Presidential acknowledgment process, oversight of all public recognition on campus, and the stewardship of capital benefactors.
  • Partner closely with fundraisers to develop innovative best practices in stewardship for principal donors, and will plan and execute stewardship and recognition events.
  • Leading this team will be Beth Ferlic, and the team will be comprised of Julia Rawlings Onghetich, and Teri Vitale.
  • With Amy Thomas and Rochelle Miller’s impending departures, two positions are also available on this team and will be posted this week.

Finally, Liz Johnson will continue to partner with the CFR and AAD teams on best practices and stewardship strategies, Laura O’Sullivan will do the same with the Athletics Advancement team, and Rod Ambrissi with the Annual Giving team.

In addition to the four open positions noted above, we will be hiring for an additional Assistant Director, Special Events & Stewardship, reporting directly to me. This will be a limited-term position through September 2017, which will provide support for myself and for all five Special Events & Stewardship units as needed. Please don’t hesitate to contact me with questions regarding this position, or any of our open roles.

 

Please join us in congratulating the individuals above who have been promoted to new leadership roles. In the weeks ahead, I will be reaching out to individual units to discuss how the new structure will promote enhanced partnership and effectiveness.

 

All my best,

Mary Fisher

 

 

SE&S Org Chart 6.27.16 (1)

 

Farewell to Amy Thomas Ryan

It is with mixed emotions that we write to inform you that Amy Thomas Ryan has resigned from her position as Associate Director, Special Events & Stewardship to fulfill a lifelong passion. Amy has taken a teaching position at the Career Academy in South Bend and will be pursuing her dream of being back in the classroom this fall. Thank you, Amy, for your hard work and tremendous dedication these past two years. Amy has been a critical member of the Special Events & Stewardship team shining in multiple areas, including providing excellent training sessions for the staff writers and editors, helping drive efficiencies related to acknowledgments and endowment reports, and working to enhance our team’s esprit de corps.

Please join us in extending best wishes to Amy. We wish her great success! Amy’s last day will be July 15th. Amy’s departure creates an immediate open position on the Special Events & Stewardship team, the details of which will be outlined in a separate communication.

Best,
Heather Moriconi & Mary Fisher

“Year End Gifts”

In order to properly account for pledges and gifts through June 30, 2016 please keep in mind the following key dates and times:
Gifts/Pledges
  • Gifts in the form of cash and wires need to be received by the University by June 30, 2016 (in hand or post marked) and need to be delivered to Donor Services by noon, July 5, 2016.
  • Gifts in the form of securities should be to the University’s broker by Thursday, June 30, 2016 to be considered a FY16 gift.
  • Note: Gifts intended to be invested in the endowment need to be to the University’s broker by Friday, June 24, 2016. If the gift is received after this date, gift credit will be given in FY16 but the gift will post to the endowment in FY17.
  • Gifts sent to the lockbox with postmarks through June 30, 2016 will be processed by the end of day, July 5, 2016.
  • FY16 pledges with the appropriate supporting documentation should be to Donor Services by noon, July 5, 2016 for FY16 processing.
  • Gifts and pledges received on July 1st for FY17 will be processed on July 6, 2016.
Reporting
  • The Daily Transaction Report delivered on the mornings of July 1 through July 6, 2016 will reflect FY16 transactions only.
Please let us know if you have any questions. Happy Fiscal Year End!

Please Keep the Ferlic Family in Your Prayers

Mary Gavin Osmanski, (July 8, 1924 – June 23, 2016) of Chicago, grandmother of Beth Ferlic, and beloved wife of the late William T. “Bullet Bill” Osmanski, D.D.S. of the Chicago Bears passed away peacefully in her home. She was loving mother of six children, the late Mary Ferlic, William (Karen), John (Patricia), Katherine, Stephen, and Robert (Lori) Osmanski. She leaves behind 14 adoring grandchildren and 9 great- grandchildren, as well as son-in-law Dr. Fred Ferlic, niece Mary (Tim) Hannan and Stephen (Cheryl) Gavin. She was daughter of the late Dr. Stephen E. Gavin and Zita McGivern Gavin and sister of the late Stephen and Robert Gavin.

Mary was born in Fond du Lac, WI, in 1924 and graduated from Saint Mary’s College in 1946 with a B.A. in English and a minor in philosophy. She was kind, gracious, easy to smile, and valued family and faith above all else. She was the consummate definition of unconditional love. A wake and funeral Mass will be held on Monday, June 27, at Misericordia, Heart of Mercy in Chicago. In lieu of flowers, please send donations to Misericorida, Heart of Mercy, 6300 North Ridge, Chicago, IL 60660 or Misericordia.org.

Jennifer Mason McAward appointed Director of CCHR

Dear colleagues,

As you will have seen in the news release http://news.nd.edu/news/67900-mcaward-appointed-director-of-center-for-civil-and-human-rights/, Jennifer Mason McAward has been appointed Director of Notre Dame’s Center for Civil and Human Rights.

Fr. Hesburgh founded the CCHR over 40 years ago to ensure that Notre Dame remained at the forefront of the fight for civil and human rights. Now an integral part of Notre Dame’s Keough School of Global Affairs, the CCHR’s work contributes to the Keough School’s mission of promoting integral human development.

Please join me in celebrating this appointment as an important step in the evolution of the Keough School, and know that you’ll be hearing more from Dylan Reed in the future about opportunities for benefactors to support the CCHR’s mission and work.

In Notre Dame,

Michael Loungo

Sorin Mailing

The below email was sent to all Sorin Society members today, previewing the upcoming football season events. Formal invitations and registration information will be shared with fundraisers and benefactors in mid-July. If there are any questions, please contact Brian Diss at bdiss@nd.edu

 

2016_sorin_football_preview_email_renew (5)

Farewell to Rochelle Miller

With sincere gratitude for her many contributions to Special Events & Stewardship, we wish Rochelle Miller the very best as she pursues a new career opportunity outside of the University with MORryde in Elkhart.
Rochelle has embraced and advanced a wide array of team projects: from groundbreakings, to endowment reports, to public recognition, to acknowledgments. We will miss her “get it done” attitude and know it will continue to be an asset to her as she takes on this new challenge.
Rochelle’s last day with Development will be Thursday, July 7. Her departure creates an immediate open position on the Special Events & Stewardship team, the details of which will be outlined in a separate communication.
Best,
Sara Kassen & Mary Fisher

Welcome, Jay McAllister!

Dear Colleagues,

 

I am pleased to announce that Jay McAllister will serve as our new Director of Academic Advancement for Notre Dame Research.

 

In this role, Jay will serve as the development liaison for Notre Dame Research (NDR) and as a member of Bob Bernhard’s senior leadership team. He will work closely with NDR staff, center/institute directors, faculty, advisory council members, and field fundraisers to advance key research priorities, including the University’s Strategic Research Initiatives (i.e. SRIs).

 

Jay comes to Notre Dame from the Software Engineering Institute (SEI) at Carnegie Mellon University, where he led SEI’s Cyber Intelligence Research Consortium and provided research and development support to cyber intelligence practitioners from government, industry, and academia. Prior to joining SEI, Jay spent six years in strategic, investigative, and operational counterintelligence and counterterrorism analysis for the Naval Criminal Investigative Service (NCIS).

 

Jay is a 2004 graduate of the University of Notre Dame, with a bachelor’s degree in economics. He also holds a master’s of science in strategic intelligence from the National Intelligence University in Washington, D.C.

 

We believe Jay’s impressive background advancing innovative initiatives at a world-class research institute, experience facilitating external research collaborations, and his passion and commitment to the mission of Our Lady’s University will enable him to advance an ambitious fundraising plan for Notre Dame Research.

 

We look forward to Jay starting in this important new role on Monday, June 27. Please join me in welcoming him to the team!

 

Yours in Notre Dame,

 

Jim Morrison

Farewell to Toy

Please join me in wishing Phimpmas (Toy) Bunnag all the best as she departs Donor Services to pursue other opportunities. Toy began working in Donor Services as seasonal help during the 2006 year-end, continuing to work year-end until 2011 when she became a full-time Donor Services team member in the letter shop. She later transitioned to the role of gift processor. Toy’s last day will be Friday, July 1. Please join us in thanking Toy for her years of dedicated service to University Relations and wishing her great success in the future!
With Toy’s departure, there will be an immediate opening for a Database Coordinator (gift processing) in Donor Services.

Jamery S Barry

President’s Circle and Cavanaugh Council Website

Team,
Please note that today we launched the new President’s Circle and Cavanaugh Council website to all of our members. We invite you to check out the new site for impact stories and news about upcoming/past events.
A special thank you to Brandon Tabor, Ria Kapluck, Mark Welch, Mary Jane Añón, Josh Flynt, and Erick Tapia ’17 for their extraordinary help on this project.
If you have any questions, please feel free to reach out to Shelby atscarrol8@nd.edu.
-The President’s Circle team

Preview of 2016-17 Frontline Supervision and TAP Learning Series

Learning Series Programs

Frontline Supervision – Cohort 13

Frontline Supervision is designed to develop the foundational skills necessary to lead at the frontline of supervision at the University of Notre Dame. The program consists of a series of 8 half-day sessions with a full-day Summit of mini-workshops. Enrollment is limited to those who currently supervise others.

Session

Date

ND Value

Kick-off Event

TBD

Roles & Responsibilities of Today’s Supervisor

Thur., Sep. 29, 2016

Integrity

Style-Flex Your Supervisory Approach

Thur., Oct. 13, 2016

Excellence

Prioritizing, Planning, Organizing & Time Management

Thur., Oct. 27, 2016

Teamwork

Communicating with Clarity

Thur., Nov. 10, 2016

Teamwork

Delegation and Feedback

Thur., Dec. 1, 2016

Accountability

Campus Resources, Policies & Processes

Thur., Dec. 15, 2016

Accountability

Fostering Good Performance

Thur., Jan. 12, 2017

Accountability

Dealing with Conflict and Change Management

Thur., Jan. 26, 2017

Teamwork

Summit and Closing – Morris Inn/NDCC

Date TBD, 8:00 a.m. – 6:00 p.m.

TAP: Today’s Administrative Professional

TAP is a competency-based development program for Notre Dame administrative staff who want to update current skills and learn new technical, interpersonal, and management competencies to ensure future career success. TAP supports the development of more consistent standards for skill and knowledge requirements across administrative positions.

Classes will be held one Wednesday per month from 8:30 a.m. – 4:30 p.m. Technology classes will take place in the one of the campus training labs.

Module

Date

Professional Impact & Credibility

Sep. 7, 2016

Listening or Understanding & Empathy

Oct. 5

Adding Value through Change Management and Customer Focus

Nov. 2

How to Influence

Dec. 7

Business Writing in the Digital World

Jan. 11, 2017

The “Win-Win” of Conflict Management

Feb. 1

Organizing Your Time and Workspace

Mar. 8

Management Matters: Critical Thinking, Problem-Solving, Decision-Making, Project Management

Apr. 12

More about Learning Series Programs

Summer Learning Programs from HR

Notre Dame offers staff and faculty a full schedule of professional development opportunities every semester. Topics include Professional Skills, Communications, Teamwork, Leadership, and more. Our Summer 2016 Learning Programs will help you identify your true career interests and build new skills to help you achieve your career goals.

Enrollment: to register for Learning Programs, log in to Endeavor.

Cancellation Policy: To cancel an enrollment, please cancel in eNDeavor at least three days before the class start date so that waitlisted participants may be notified that a seat is available. Due to high demand and limited seating, departments will be charged $100 for cancellations made fewer than three days before the course start date.

program calendar-01.jpg

Check out the lineup of Summer 2016 Learning Programs and Series
at hr.nd.edu.

 

Career Development

Course descriptions | Register in eNDeavor

Title

Date & Time

Building Strategic Resumes & Cover Letters

Wed., Aug. 3, 9:00 a.m. – 12:00 p.m.

Launching Me, Inc.: Establishing Your Personal Brand

Wed., Aug. 1, 8:30 a.m. – 4:30 p.m.

Managing My Career: Assessment & Research
(Parts I & II)

Wed., Jun. 29 AND Wed., Jul. 6,
1:00 – 4:30 p.m. both days

Managing My Career: Deciding & Setting Career Goals

Thur., Jul. 14, 1:00 – 4:30 p.m.

Managing My Career: Taking Action

Thur., Jul. 21, 1:00 – 4:30 p.m.

 

Communication and Interpersonal Skills

Course descriptions | Register in eNDeavor

Title

Date & Time

Assertiveness Skills for Business Professionals

Thur., Jul. 28, 1:00 – 4:00 p.m.

Communicating with Colleagues and Coworkers

Thur., Jul. 28, 8:30 a.m. – 12 p.m.

Developing Trust and Respect in the Workplace

Thur., Jun. 30, 8:30 a.m. – 12 p.m.

Resolving Differences While Maintaining Relationships

Thur., Aug. 18, 8:30 a.m. – 12 p.m.

 

Professional Skills and Tools

Course descriptions | Register in eNDeavor

Title

Date & Time

Developing Your Emotional Intelligence

Thur., Jun. 16, 8:30 a.m. – 12:00 p.m.

Everything’s Negotiable

Wed., Jun. 22, 8:30 a.m. – 12:00 p.m.

How to Handle Challenging People

Thur., Jun. 30, 1:00 – 4:00 p.m.

Seven Habits for Personal and Professional Success

Thur., Jul. 21, 8:30 a.m. – 12:00 p.m.

StrengthsFinder

Thur., Aug. 11, 9:00 a.m. – 12:00 p.m.

 

Accountability and Teamwork

Course descriptions | Register in eNDeavor

Title

Date & Time

Amazing Moments

Thurs., Aug. 18, 1:00 – 3:30 p.m.

Be a Better Team Player

Wed., Aug. 10, 1:00 – 4:00 p.m.

Exceptional Personal Productivity

Wed., Jun. 22, 1:00 – 4:00 p.m.

 

Diversity and Inclusion

Course descriptions | Register in eNDeavor

Title

Date & Time

We Are All ND – 4 offerings
(Required for all non-supervisory staff)

Wed., Aug. 24, 8:00 a.m. – 12:00 p.m. OR 1:00 – 5:00 p.m.
Wed., Aug. 31, 8:00 a.m. – 12:00 p.m. OR 1:00 – 5:00 p.m.

 

Supervision and Leadership

Course descriptions | Register in eNDeavor

Title

Date & Time

Managing Multiple Projects, Priorities & Deadlines

Wed., Aug. 10, 8:30 a.m. – 12:00 p.m.

ND Essentials for Managing People

Tues., Jun. 14, 1:00 – 3:30 p.m.

Professional Development Dialogues

Thur., Jun. 16, 1:00 – 4:00 p.m.

Farewell to Lauren Whisler

It is with very mixed emotions that we write to inform you that Lauren Whisler has resigned her position as Coordinator, Special Events & Stewardship. This fall, Lauren will be relocating to her hometown of Indianapolis with her fiancé, Elliott, where he will be continuing his education at the Indiana University School of Medicine.
For the past two years, Lauren has been an integral member of the Special Events & Stewardship team, providing outstanding support and leadership for executive events, including Advisory Council weekends and Commencement, and coordinating a variety of stewardship efforts for principal donors. She will certainly be missed!
Please join us in extending best wishes to Lauren, whose last day with Development will be Wednesday, August 31st. Lauren’s departure creates an immediate open position on the Special Events & Stewardship team, the details of which will be outlined in a separate communication.

Best,
Cristi Ganyard & Mary Fisher

Carla Ingrando Announcement

I am excited to announce that Carla Ingrando will serve as our new Senior Director of Foundation Relations. In this role Carla is charged with leading the planning, organization and implementation of a best in class program with the goal of increasing foundation support for the University’s key academic objectives.

Carla will also collaborate with Jim Morrison, the Senior Director of Corporate Relations, the corporate/foundation/academic advancement teams, myself and others throughout development to ensure we fully integrate our academic advancement strategy and maximize our fundraising success.

Carla comes to us with deep experience in higher education having worked and taught at a number of institutions, including Denison University, Pacific University, and Marylhurst University before returning to Notre Dame. In addition, Carla has earned the respect and admiration of faculty, administrators and leaders throughout Notre Dame because of her strategic, collaborative and results oriented approach to foundation fundraising.

Carla earned a bachelor’s of arts from Furman University, a master’s of public administration from the University of South Carolina, a master’s of divinity from Vanderbilt University and a doctorate in moral theology from the University of Notre Dame.

Please join me in congratulating Carla on her new role, which she will begin on July 1st.

Shannon Cullinan

Ian Secviar – Announcement

Dear Colleagues,

Please join me in welcoming Ian Secviar to the Annual Giving and Strategic Marketing team as the Associate Director, Law School Annual Giving. Ian will be responsible for building and executing the strategy to increase law school expendable annual giving. Ian will also be instrumental in developing the experience for the Dean’s Leadership Circle at $25K annual giving.

Ian is a 2010 graduate of Notre Dame. Ian began his Development career in 2008 when he was a student caller and then promoted to student manager in the phone center. Since graduation, Ian has worked in sales for AT&T and most recently was the Director of Annual Giving at Mount Carmel High School in Chicago, IL.

Welcome, Ian!

In Notre Dame,
Amy

Amy Schell
Director, Notre Dame Funds

NOTRE DAME’S CONTRIBUTION TO HAMILTON

NOTRE DAME’S CONTRIBUTION TO HAMILTON

The Broadway smash hit Hamilton won 11 Tony Awards last night — and a Notre Dame alum is smiling this morning! Patrick Vassel ’07, the Associate Director of Hamilton and was interviewed during our Notre Dame Day broadcast by NBC News and Notre Dame Trustee Anne Thompson ’79.

LINK: https://www.youtube.com/watch?v=Q5GgUn-7kSA

Jim Small
Senior Director, Storytelling & Engagement Team

Optional Training Sessions on the Catholic Mass

All development staff, regardless of faith background, are invited to attend optional training sessions on the Catholic Mass by Fr. David Scheidler and Fr. Ralph Hagg.

Session I, 6/15, 1:30 PM – 2:30 PM, ESC Family Room
Introduction to the Catholic Mass: the theological and spiritual importance of Mass, including an overview of the various sections and purposes of Mass. The second half of Session I will offer interested Catholics the opportunity to be trained as an Extraordinary Ministers of Holy Communion. These individuals assist priests in the administering of the sacrament of Holy Communion. While the role of Extraordinary Minister itself is reserved for lay people of the Catholic faith, non-Catholics are welcome to attend and observe the training. This session will be led by Fr. David Scheidler

Session II, 6/24, 11:00 AM – 12:00 PM, ESC Family Room
The nuts and bolts of how to plan and prepare a Mass, including who to contact, supplies, room set-up, etc. This session will be led by Fr. Ralph Hagg.

Gretchen Neely will send calendar invitations to both sessions. If you plan on attending, please respond to the invitation(s). Attendance is optional.

Special thanks to the SES team for making these sessions available.

THE GREATEST OF ALL TIME

Our colleague David Chaudoir is in Louisville today celebrating the life of Muhammad Ali. David grew up playing in in the backyard of Ali’s Berrien Springs home. Later, he worked for 12 years as the Director of Marketing for Muhammad Ali Enterprises.

The night of Ali’s death — David wrote this tribute.

LINK: http://notredamegoirish.blogspot.com/2016/06/my-friend-david-and-his-friend-muhammad.html

Jim Small
Senior Director, Storytelling & Engagement Team
Development

Welcome Kennedy St. Charles

Dear Colleagues,

I am delighted to announce that Kennedy St. Charles will join our University Relations team as part of the Notre Dame Staff Fellows Program. In May, Kennedy earned a Bachelor of Science from Xavier University of Louisiana.

The Notre Dame Staff Fellows Program attracts graduating students from a variety of universities with diverse backgrounds into the Notre Dame staff family. This two year program provides the fellows experience in their assigned divisions through rotations, projects, and campus-wide assignments. The fellows cohort will experience group activities to build community and become immersed in Notre Dame and the Michiana area.

Kennedy’s first rotation will be with the Storytelling & Engagement team, starting Monday, June 13. Please join me in congratulating and welcoming Kennedy to our team.

Yours in Notre Dame,

Shannon

Emily Daly

Emily is a rising sophomore at the University of Notre Dame — who “learns differently.” Emily can’t read or write. She is profoundly dyslexic and dysgraphic. The women of Walsh Hall — often read Emily’s text books to her at night…

LINK: https://www.youtube.com/watch?v=l-Xl65CcGnQ

10 Tips to Improve Your Meetings

by Pat Sanaghan (The Sanaghan Group)

Most meetings simply don’t work and are a waste of precious time. Unfortunately, many higher education leaders spend much of their professional lives in these unproductive meetings. Higher education runs on thousands of daily meetings including committees, task forces, departmental meetings, and so on.

When was the last time you participated in an engaging, productive meeting where you felt that it was a great use of your time and attention? When’s the last time you looked at your meeting calendar and said to yourself, “I am really looking forward to Tuesday’s committee meeting!”

Here are 10 practical tips for improving your meetings, based on Academic Impressions’s powerful Meeting Diagnostic Tool (MDT):

1. To Lead or Facilitate?

Senior leaders often ask, “Should I facilitate or fully participate in the meeting?” We have found that trying to be the leader as well as the facilitator is not a good idea.

Facilitators move the group towards good decisions, use good processes, and are neutral. Often, a leader cannot be neutral about where a decision is going. Attendees know this and will wait until the leader signals his or her desired decision.

We suggest that the leader appoint a neutral facilitator; this will allow the leader to participate as the leader.

2. Monday Morning Meetings are Usually Not a Good Idea

About 80% of the organizations and campuses we have worked with have Monday morning meetings to “kick off” the week and get on the same page. This is especially true at the senior level. This idea looks good on paper but is often detrimental in practice.

On Monday mornings, people are thinking about their staff, thinking about the weekend, and worrying about the unknown problems that await them. Instead of having Monday morning meetings, let people have this time to deal with Monday morning distractions. Then, you can have a Monday afternoon “kick off” meeting or wait until Tuesday morning to engage participants who are ready to be fully present.

We have found this technique to be useful in de-stressing frenzied work environments. One organization, for example, had full-morning meetings for the senior team on Mondays. When the team members anonymously evaluated these meetings, leadership found that the Monday morning meetings were highly disliked. Upon changing the meeting time, the leader observed a dramatic decrease in the team’s sense of stress.

3. Select the Right Participants for the Meeting

If you have a regular team or group meeting, the membership is rather fixed. But, if you are organizing a meeting where you need to invite people to help solve a problem, create a strategy, make an important decision, or unpack a complex challenge, be judicious when selecting participants. There are several questions that you need to consider:

  • What experience or skill does this person bring to the table?
  • What would be lost if you didn’t invite the person?
  • What is their interest in the topic?
  • Are there any political reasons you need to think about before you invite them? (This could be potential blowback, stepping on someone’s toes, or resistance to the outcome if not invited.)
  • In your experience, what past contributions has this person made to other important meetings? How can they contribute to your meeting?

Make sure the right people are there to accomplish the purposes and goals of the meeting. Keep in mind that small meetings aren’t necessarily better; the right people being present is key. Don’t be intimidated by a large group of the right people. Manage them well by using the techniques and suggestions, and you will be able to tap their gifts and talents.

4. Prioritize Your Agenda

Facilitators often cover trivial items, like updates and gossip, at the beginning of meetings—before the “real” meeting begins. They develop this habit because they believe that:

  • It allows the latecomers to be there during the “real” meeting. Unfortunately, this also encourages lateness because people think, “Heck, the first 10 minutes aren’t important anyway.”
  • This creates positive momentum by giving attendees an early sense of accomplishment. This is not true.

Instead, starting with the most important agenda items is more effective because:

  • It conveys respect for participants who arrived on time.
  • It discourages lateness because important conversations happen early.
  • The priority stuff is dealt with early when people are more alert, not feeling rushed or overwhelmed, and not thinking about the next meeting they need to go to.

It communicates discipline and rigor, and attendees understand that they are expected to show up on time and start working.

5. Make Sure Everyone Understands the ‘Decision Rules’ in Advance

It is very important that meeting participants clearly understand how the group will make decisions. This sounds simple, but often the agreements or rules around decision-making are fuzzy and can create a lot of frustration and confusion for people.

Before the group makes a decision, the meeting leader or facilitator needs to articulate the decision rules. There are several voting conventions you can use to make decisions. For example:

Consensus – This term can cause a lot of confusion for folks because they often define it differently. We suggest that you agree upon a definition so that everyone understands it. The following is our definition:

“Consensus has been reached when everyone agrees that the process has been fair and transparent, people feel heard, good information was used to make the final decision and people are willing to support (not necessarily be happy with it) the final decision” (Sanaghan and Gabriel 2012).

Super Majority – 75% of the group agrees to the decision.

Legislative Majority – 67% of the group agrees to the decision.

Simple Majority – 51% of the group agrees to the decision. Stay away from these types of decisions; due to the minimal support, they will rarely get implemented.

When it is time to make the decision, give each participant one to two minutes to state their position and rationale. But don’t allow any debate or questions. After this advocacy round, have participants vote anonymously on their choice.

6. Review Group Agreements Before People Leave the Meeting

One of the things that promotes ineffective meetings is poor wrap-up. Even an exciting, energizing, and productive meeting can be rendered ineffective in the last ten to fifteen minutes.

Effective wrap-up requires strong discipline to summarize the decisions made and next steps. Three things to remember:

  1. People will tend to resist this wrap-up because it holds them accountable.
  2. Psychologically, attendees are already out the door by the end of the meeting.
  3. You have to build time into the agenda to summarize, or it won’t happen:
  • For a one-hour meeting, use the last ten minutes to summarize.
  • In a two-hour meeting, reserve fifteen minutes.
  • In a three-hour meeting, reserve twenty minutes.
  • In a daylong meeting, take the last twenty to thirty minutes.

During this time you also need to review any issues that are in the “parking lot” and define clear next steps for these items. They don’t need to be solved; just makes sure there is an owner and action that moves the items forward. Since the “parking lot” is a means of capturing ideas that are worth consideration at a later date, it is very important that these items not be allowed to die.

Review time at the end of your meetings communicates accountability and offers a sense of closure for participants.

7. Consciously Encourage Participation

Many people think that “If someone has something to say, they will say it.” However, introverts often won’t fully participate. The meeting leader or facilitator needs to encourage meaningful participation by everyone. The following techniques help do this:
THINK/PAIR/SHARE

For this technique the leader/facilitator:

  1. Asks the group a focus question regarding an agenda item (e.g., “How can we have a reward and recognition program that doesn’t cost more money?” or “What can we do to improve customer service?”)
  2. Gives each meeting participant two minutes to think of some strategies and ideas and write them down on a piece of paper. Participants then spend two to three minutes sharing their ideas with the person sitting next to them. Finally, participants share their paired ideas with the entire group.
  3. Takes one idea from each group, writes it in full view of everyone on a flipchart, and goes around as many times as necessary to record all ideas. Taking one idea from each pair allows everyone to feel like they have added something of value to the conversation. If you take all the ideas from the first and second pair, there is a good chance the other pairs will not have anything to contribute because the first two groups will have shared all the good ideas.

INDEX CARDS

For this technique, the leader/facilitator:

  1. Hands out several index cards to each meeting participant while asking a relevant focus question
  2. Asks participants to spend five minutes writing their answers legibly and anonymously on the available index cards. Let them know there are plenty more index cards if they need them.
  3. Collects the cards and writes down the suggestions on a flipchart. The leader/facilitator might want to ask someone to help write the ideas down, so the meeting moves quickly.
  4. Leads the group in review and discussion of each idea. If you are trying to reach a decision about the suggested ideas, you can use the Las Vegas vote or the nominal group technique.

Using this technique neutralizes the most verbal participants, encourages more thoughtful and considered suggestions, involves shyer meeting participants who may be reluctant to participate verbally, and neutralizes power or bias in the meeting discussion through anonymity.

ROUND ROBIN

For this technique the leader/facilitator:

  1. Asks a focus question (e.g., “How can we improve our retention efforts?” or “How do we reward and recognize our people?”)
  2. Goes around the room to solicit ideas from each participant.
  3. Allows participants to “pass” if requested, but makes sure to double back to see if they have anything else to offer.

This technique creates a sense of gentle structure, neutralizes the overly verbal participants, and communicates a desire to hear from everyone.

8. Let People Advocate Before Making an Important Decision

When a group is at the place where they need to make a decision on a set of actions or recommendations, give each person two minutes to express their views and opinions about the set of actions and recommendations. Make sure you keep the “lobbying” to two minutes,especially for senior leaders; if participants see the leader getting more “air time,” they will resent it.

After each person has “lobbied,” have people anonymously indicate their top three recommendations. This is a fair process that gives people a last chance to influence others in the meeting.

9. Use Silence Strategically

This is a great technique to use when things are moving too fast or the group has just run out of ideas. When this happens, suggest that participants take a silent minute to think about what is being discussed. This will help people feel less overwhelmed and give people time to generate new ideas to spark a creative discussion.

This can also be a useful technique when a group is experiencing some conflict or tempers are rising. One minute of silence can create the space for something new to evolve.

10. Ground Rules are Essential

Almost everyone comes to meetings with hidden or tacit expectations about how people should behave or how a meeting “should” operate (e.g., everyone “should” be on time, come prepared, fully participate, etc.). Unfortunately, we rarely agree on a handful of these ground rules. Creating these powerful protocols will vastly improve the effectiveness and productiveness of your meetings.

Two ground rules that we strongly suggest are:

  • One person speaks at a time. This helps eliminate sidebars that take the energy and focus away from the discussion. If you see more than one person talking during a meeting, gently remind people of the ground rule. Don’t single anyone out (e.g., ”Pat, can you stop talking while Barbara is explaining the new budget?”). Do it as soon as it occurs so you nip it in the bud. Also, apply it equally to all participants. If you let the senior leader violate the ground rule, you don’t have a ground rule any more.
  • Start and end on time. This helps communicate that everyone’s time is valuable, and it gives the meeting facilitator permission to begin the meeting on time, even if someone is missing.

Use whatever ground rules you believe will help you have an effective meeting. Pay attention to both task (e.g., start and end on time, distribute agenda before meeting) and process (e.g., practice active listening, one person talks at a time, define the decision rules before making decisions). Also, remember that meeting participants need to agree to the ground rules beforeyou begin the meeting. It is hard to impose ground rules after the meeting begins.

Welcome Clare Mundy

Dear colleagues,

I am thrilled to announce that Clare Mundy has accepted the position of Associate Director, Fundraising Innovations effective June 27. Working closely with me and the various groups across our Development team, Clare will create, design, and implement a variety of disruptive fundraising innovations and critical endeavors resulting in growth in philanthropic revenue. In addition, Clare will be responsible for facilitating innovation sessions with the broader Development team, identifying the greatest opportunities to drive revenue, develop strategies and metrics within these new initiatives, implement the initiatives, and upon the decision that the innovations are sustainable, transition to appropriate parties across the Development team.

A South Bend native and 2012 graduate of the University of Notre Dame, Clare comes to us from Washington D.C. where she served as the Midwest Deputy Finance Director for the Democratic Senatorial Campaign Committee. In addition, Clare has also served as Director of Fundraising and Development for the Montana Democratic Party, and Finance Director for Mayor Pete Buttigieg’s Mayoral Campaign.

Please join me in welcoming Clare to the team!

In Notre Dame,
Micki

Lauren Brown to transition to Development Associate

Dear colleagues:

I am excited to announce that effective July 1, Lauren Brown will transition to the Development Associate position. Lauren will partner with me on overall leadership of the organization, including facilitation of strategic and annual planning, team building, and donor cultivation.  Moreover, Lauren will oversee the variety of staff communications of the department, and be heavily involved in project management, relationship development, data analysis, presentation creation, and bench-marking exercises.

In her current role of Administrative Assistant to Scott Jessup and Jess Rizzo, and also previously Jared Mrozinske, Lauren has proven herself as a team player, strong relationship builder, trusted confidante, and integral component in the many successes of the past year. Please join me in congratulating Lauren on her new role.

In Notre Dame,
Micki

Fiscal Year Close

Dear Colleagues,

As we approach fiscal year-end, I want to make sure you are aware of some key deadlines associated with the University’s fiscal year close. The full closing schedule is available for your review on the Controller’s website http://controller.nd.edu/financial-information/monthly-close-schedule

Wednesday, June 8 – buyND purchase requisitions greater than 25K must be submitted to Procurement Services.
Friday, June 17 – buyND purchase requisitions greater than $5K, but less than $25K must be submitted.
Saturday, June 25 – Cut-off for FedEx Office charges for FY16. Charges after June 25th will post to FY17.
Thursday, June 30 – Last day to process buyND catalog requisition and purchase orders under $5000 in FY16.
Thursday, June 30 – All deposits (non gift) made on or before June 30th will automatically be credited to FY16.
Friday, July 1 – buyND purchase orders will be placed with new year funds.
Friday, July 1 – Deposits (non-gift) made between July 1st and July 8th should be clearly marked FY16 or FY17.
Tuesday, July 5 – Check Requisitions related to FY16 must be submitted to Accounts Payable by 5PM.
Tuesday, July 5 – TravelND expense reports for FY16 must be entered and approved by 5PM.
Tuesday, July 5 – buyND “receipts” for FY16 must be entered by departments by 5PM.
Tuesday, July 5 – Procard statement reports for FY16 must be submitted and approved by 5PM.
Friday, July 8 – General Ledger Closes.
Monday, July 11 – GLez reflects activity for fiscal year-end.

Please let me know if you have any questions.

Brenda Carr

Our Sympathy to Cathy Windeatt

Dear Colleagues,

Please keep Cathy Windeatt and her family in your prayers – her husband Bruce passed away unexpectedly early on Saturday morning. Bruce is survived by Cathy and his four daughters who live in the Chicago area.

A small service will be held in Rockford Illinois on Thursday.

Our thoughts and prayers are with Cathy and her family during this difficult time.

In Notre Dame,

Emily Marrese

Welcome Mark Betita and John Gadient!

I am pleased to announce this summer’s CASE interns, John Gadient and Mark Betita.

John, ND class of 2017, majors in Economics and German, volunteers at summer camp for children of cancer patients, and plays for the Notre Dame Rugby Club.

Mark, ND class of 2018, hails from Vancouver, majors in IT Management and Sociology, serves with the Filipino American Student Organization, and plays in the Notre Dame Marching Band.

As CASE interns, they will participate in online learning with interns nationwide, attend a conference in Washington DC, and complete projects for their host unit/manager (AGSM/Andrea Bullock) from June 6 to July 29.

John and Mark will gain a deep understanding of our operation. Thank you for taking interest in them and for seeking to accommodate requests for introductory meetings/informational interviews.

This internship launches a strategic initiative to elevate internship experiences within University Relations. Goals include increasing engagement with students, building a talent pipeline, and producing meaningful work for UR units.

Please email any ideas on future intern candidates and/or intern projects for the 2016-17 school year and summer 2017 to Leah Corachea at kcorache@nd.edu.  

Best,

Bryan Reaume

Learning and Organizational Development

Euchre Club

Euchre Club
Our next game will be on Thursday, June 9. We will meet in the ESC Family Room at 5:15. Please contact Patty Smith at 1-1818 or psmith15@nd.edu to register.

Patty Smith

STORY OF THE WEEK!

This week’s story is of Lan Zhou ’19 — a rising sophomore from Nanzing, China.  Lan attended Notre Dame’s iLED program when she was a high school junior.  She credits this two week experience as why she chose to only apply to the University of Notre Dame.  Please click on the link below to watch Lan’s story:
LINK:  LAN ZHOU
Jim Small