1. LET’S KICK IT OFF!
City of Raleigh
Budget Kick-Off Examples
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4. RALEIGH PAST BUDGET KICK-OFFS
Always an annual kick-off
Memories of kick-off…drab and colorless
No real message or inspiration
UNTIL THE KICKOFF FOR THE FY12
PROCESS….
5. 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
6. LESSONS TO IMPART
#1: Prioritize. If it doesn’t
add value – get rid of it.
#6: Strengthen relationships
and build alliances.
#2: Share.
#7: Don’t compete against
each other. Look for common
ground.
#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.
#8: Learn from history and
proven best practices.
#9: We are stronger as family
than as individual
departments
9. Lessons from the Brady Bunch:
Everything you need to know
to succeed during a Recession
10. 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)
22. PREPARING FOR KICK-OFF
Assess Current Climate/Situation
Define The Core Message
Determine how to PROVOKE
attention or engage audience
23. 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
24. 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
26. 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
27. QUESTIONS TO ADDRESS “WHAT’S IN IT FOR
ME” (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?
28. WHY GO THROUGH ALL THIS WORK!?
To PUMP PEOPLE UP for the upcoming budget
process
To INSPIRE
To encourage people to THINK DIFFERENTLY
43. Raleigh Performance Playlist
Evaluate
Anything You Can
Do, I Can Do
Better
Promote
Dirty Deeds Done
Dirt Cheap
AC/DC, 1976
Bing Crosby and
Rosemary Clooney, 1962
Control
Celebrate
Celebration
Kool & the Gang, 1980
Whip It!
DEVO, 1980
Budget
Learn
You Can’t Always
Get What You
Want
Man in the Mirror
Michael Jackson, 1988
Rolling Stones, 1969
Motivate
Improve
Lose Yourself
Eminem, 2002
All Star
Smash Mouth, 1999
44. EVERYONE HAS A ROLE IN THIS ROCK BAND!
Department Heads and Other Managers
You 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 Employees
The true rock stars. We rely on
you to produce the performance
results.
45. SUMMARY
Assess Current Climate/Situation
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?
Determine how to PROVOKE attention or engage
audience
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