Finance Town Hall – 18th July 2018

Agenda

▪ Welcome

▪ Finance Priorities 2018 and future

▪ Engagement Survey – results and what

next?

▪ Staff Awards and Recognition

▪ Global Challenge “movers and shakers”

▪ Selfie-mania team-building activity

▪ Wrap-up, #photos, nibbles and drinks

Welcome

In my first 11 weeks, what do I see?

A Finance & Procurement team

that:

• Is largely a new team, faculties and

divisions are aware of this

• Positive Intent – committed to

achieving success

• Too many priorities –therefore,

nothing is a priority – do less,

but to a higher standard

• We rely too much on external views

– I have the confidence that our staff

know what we should do

Senior Leadership Team

(SLT) Planning Day - Outcomes

By 2020 the Finance & Procurement team will;

• Be a valued business partner by all Faculties

& Divisions

• A place where “talent thrives”

• Provide value for money to UNSW

We will;

• Realign our team structure

• Prioritise our strategic initiatives

• Obtain support from our business partners

• Communicate our commitment and

successes

CONFIDENTIAL

4

Process & Systems Support

Finance Operations

Strategy

Business Insights – MR&A,

Research, Business Partners,

Strategy

ProcurementGroup

Control / Tax

Treasury &

Insurance

Transformation Business Support

CONFIDENTIAL

5

Team ResponsibilitiesBusiness Insights –

MR&A, Research,

Business Partners,

Strategy

Group Control / Tax Finance OperationsProcurement

Measure of Success

• Uniforum

• Feedback from

Faculties & Divisions

Responsibilities

Process Owner : R2R

• Analysis & Insights

• Business Partnering

• Commercial support

to faculties,

divisions, university

• Forward view :

Budget / Forecast /

Planning

• Historical view :

Month end / Year

End / Research

accounting

• Ownership of

Internal reporting

• Process

Improvement

Reporting/Calumo

Measure of Success

• Effectiveness of

control framework

• Feedback on

external reporting

Responsibilities

Process Owner :

Internal control & A2R

• Set policies in a

pragmatic/consultati

ve manner on

governance &

control and

accounting

standards

• Ensure external

compliance with

regulators for

statutory and tax

obligations

• Ownership of

external reporting

Measure of Success

• Return on funds,

management of risk• Value creation

through relationships

Responsibilities

Process Owner : OTC,

Banking

• Efficient

management of

University funds

• Effective

management of

University

Investments

• Management of risk

through insurance

• Manage banking

relationships

• Manage insurance

relationships

Measure of Success

• Uniforum

• Efficiency

• Feedback from

Faculties & Divisions

Responsibilities :

• Execution of R2R,

P2P,OTC, A2R,

banking, Internal

control compliance,

travel

• Report metrics of

performance

• Take on

transactional work,

create efficiencies

through automation.

• Internal control

compliance of

processes

• NSF integrity checks

• Process

Improvement

NSF/Other tools

Measure of Success

• Value Creation

• Feedback from

Faculties &

Divisions

Responsibilities:

Process Owner :

P2P/Travel

• Sourcing of

suppliers

• Set procurement

strategy

• Negotiate value

(pricing, delivery,

quality, terms)

• Tender

documentation &

advice

• On-going supplier

management &

value reporting

• Custodian of

procurement

contracts

Treasury / Insurance

Build Finance Capacity & Capability

Faculty/Division – Collaboration Model

Strategic Procurement savings (S2025)

Travel Management

Expense Management

Early 2019, we will determine our next priorities.

Prioritise our Strategic Initiatives

Finance Staff Awards

110 nominations received across

the 5 UNSW Values in Action

And the nominations are ….

Staff Award Nominations:

Ali Farghaly Gagan Monga Kudakwashe Vere

Allen Duong Henrietta Holden Laura Lu

Andrew Morgan Imelda Wihardja Manita Shrestha

Anita Krishna Isabella Cheung Michelle O'Connor

Anne Roger Jackie Du Priscilea Furerri

April Lin James Josh Rachel Hu

Carol Betkowski Kavitha Peddi-Muralidhar Renee Kelly

Dianne Sheedy Komala Perumal Shaleen Batra

Vivian Wei

Andrew MorganJuly 2018

Finance

Values individual differences and contributionsof all people and promotes inclusion.

Staff Award Nominations:

Ali Farghaly

Brian Xie

Badhan Paul-Chowdry

Carol Betkowski

Alison Cameron

Catrine Larsson

Allen Duong

Dianne Sheedy

Andrew Morgan

Gagan Monga

Anita Krishna

Georgina Owens

Anne Roger

Henrietta Holden

April Lin

Isabella Cheung

Ashley Kumar

Jack Walsh

James Josh

Jessica Li

Joanne Vassiliadis

Laura Lu

Michael Khaw

Michelle O'Connor

Kavitha Peddi-Muralidhar

Priscilea Furerri

Vivian Wei

Komala Perumal

Rachel Hu

Kudakwashe Vere

Renee Kelly

Socrates Mantalaba

Sandhya Singh

TJ Garro

Shaleen Batra

Linda Zhuang

Suzie Woods

Manita Shrestha

Via Bangoy

Mary Drapeza

Via BangoyJuly 2018

Finance

Treats others with dignity and empathy. Communicates with integrity and openness.

Staff Award Nominations:

Ali Farghaly

Carlos Araes

Alison Cameron

Carol Betkowski

Allen Duong

Christine Papageorgiou

Andrew Kell

Dianne Sheedy

Andrew Morgan

Elpida Adamopoulos

Anita Krishna

Elspeth Ninaus

April Lin

Gagan Monga

Ashley Kumar

Gautier Du Verdier

Badhan Paul-Chowdry

George Sloane

Georgina Owens

Kavitha Peddi-Muralidhar

Hanny Lie

Kelly Badar

Helena Bi

Komala Perumal

Henrietta Holden

Kudakwashe Vere

Imelda Wihardja

Laura Lu

Isabella Cheung

Lucy Sun

Jacinta D’Souza

Manita Shrestha

James Josh

Mary Drapeza

Joanne Vassiliadis

Michael Khaw

Michelle O'Connor

Lina Ghazi

Pras Nadkarni

Socrates Mantalaba

Priscilea Furerri

Stephen Brandt

Rachel Hu

TJ Garro

Rachel Liang

Tony Gardner

Rebecca King

Urania Stamios

Renee Kelly

Vicky Phung

Roxana Neag

Vivian Wei

Sandhya Singh

Shelby Reed

Shaleen Batra

Brian Xie

Badhan Paul-ChowdryJuly 2018

Finance

Works effectively within and across teams. Builds relationships with internal and

external stakeholders to deliver on outcomes.

Staff Award Nominations:

Ali Farghaly

Carol Betkowski

Allen Duong

Davina Saverethiar

Andrew Morgan

Dianne Sheedy

Anita Krishna

Gagan Monga

Anne Roger

Isabella Cheung

April Lin

Joanne Vassiliadis

Beth Llarena

Kavitha Peddi-Muralidhar

Carlos Araes

Komala Perumal

Via Bangoy

Kudakwashe Vere

Pras Nadkarni

Laura Lu

Priscilea Furerri

Manita Shrestha

Rachel Hu

Maria Greyze

Renee Kelly

Maria Perkov

Shaleen Batra

Mary Drapeza

Sue Goldman

Michael Khaw

Rob Mulroney

Michelle O'Connor

Talea Bader

Vivian Wei

Carlos Araes July 2018

Finance

Thinks creatively and develops new ways of thinking. Initiates and embraces change.

Staff Award Nominations:

Adele-Rae McAneney

Brian Xie

Ali Farghaly

Carol Betkowski

Allen Duong

Catrine Larsson

Andrew Morgan

Christine Papageorgiou

Anita Bisht

Davina Saverethiar

Anita Krishna

Dianne Sheedy

Anne Roger

Donna Maree McIntosh

April Lin

Elpida Adamopoulos

Badhan Paul-Chowdry

Eric Zhang

Gagan Monga

James Josh

George Sloane

Kavitha Peddi-Muralidhar

Georgina Owens

Kelly Badar

Hanny Lie

Komala Perumal

Helena Bi

Kudakwashe Vere

Henrietta Holden

Laura Lu

Imelda Wihardja

Manita Shrestha

Isabella Cheung

Maria Greyze

Jackie Du

Maria Perkov

Mary Drapeza

Roxana Neag

Michael Khaw

Shaleen Batra

Michelle O'Connor

Stella Chen

Mina Tang

Sue Goldman

Paul Jackson

Rob Mulroney

Priscilea Furerri

Tony Gardner

Rachel Hu

Via Margarita Bangoy

Rebecca King

Vivian Wei

Renee Kelly

Yennie Fadjar

Isabella CheungJuly 2018

Finance

Delivers high performance and demonstrates service excellence

Current Finance Leader board

Your Pace or MineTeam Captain – Ashish Sharma

6771 kms

Great Fast CheerfulTeam Captain – Anne Harvey

4327 kms

Pimp my StrideTeam Captain – Gautier Du Verdier

3933 kms

Current Finance Leader board

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UNSW Finance

Engagement Survey 2018

Insights

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What are we covering today?

Review the results of our Engagement Survey 2018

Discuss the implications of these results

Identify focus areas and take action

1. 2. 3.

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Benchmarks draw upon the collective intelligence of the Culture Amp community. Our results are

compared to high performing companies using Culture Amp.

What are we comparing to?

2018 Education

BENCHMARK BENCHMARK

2018 Companies in

Aus & NZ

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70% of Culture Amp customers have response rates between 75% and 90%.

Our participation rate was:

82%Responses: 260 of 316

CURRENTEngagement Survey 2018

82% 18%

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Engagement Comparison

Our Engagement score How did we compare?

55%

CURRENT

Engagement Survey 2018

Questions we asked:

1. I would recommend UNSW Finance as a great place to work

2. UNSW Finance motivates me to go beyond what I would in a similar role elsewhere

3. I am proud to work for UNSW Finance

4. I rarely think about looking for a job at another organisation

5. I see myself still working at UNSW Finance in two years' time

-15 -14

BENCHMARK

2018 Oceania (Aus & NZ)

Score: 70% Score 69%

Favorable, 55% 16%

2018 Education

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Factor Summary

FactorFactor ScoreBenchmarkBenchmarkScoreBenchmarkBenchmark

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Factor Summary

FactorFactor ScoreBenchmarkBenchmarkScoreBenchmarkBenchmark

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These are the key areas where we are doing best or worst compared to 2018 Education.

Trending Upwards vs. Benchmark Trending Downwards vs. Benchmark

The person to whom I report gives

me useful feedback on how well I

am performing 73%+1

We hold ourselves and our team

members accountable for results 73%-1

I believe my total remuneration is

fair, relative to similar roles at

other organisations 50%-2

UNSW Finance really allows us to

make a positive difference 50%-36

Most of the systems and

processes here support us getting

our work done effectively 36%-26

I would recommend UNSW

Finance as a great place to work 61%-24

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What themes did we discover from

your comments?

Communication - not enough within Finance and to customers

Teaming - still too siloed between groups

Systems - slow, complex and lacking flexibility

Responsibility - not enough action where things go wrong

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Now time to get into your teams !

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What’s our job now?

Organisations who choose a single focus are most

successful at driving change.

1. We will now ask you to choose one area suggested by the

survey to improve Finance as a whole.

2. You will also be asked to select an area to improve within

your own team.

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Vote for one of the following for all of

Finance to focus on together:

1. UNSW Finance really allows us to make a positive difference

2. I have confidence in the leaders in UNSW Finance

3. We acknowledge people who deliver outstanding service here

4. The leaders in UNSW Finance have communicated a vision that motivates

me

5. I believe there are good career opportunities for me in UNSW Finance

6. Generally, the right people are rewarded and recognised in UNSW Finance

7. In UNSW Finance there is open and honest two-way communication

How to vote: Team leader to……. (one per team)

SMS/Text JACKWALSH807 to 0427 541 357

You receive message saying you have joined poll

Enter your option i.e. 1,2,3,4,5,6 or 7

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What’s our job now?

In UNSW Finance there is open and honest two-way

communication

1. Brain storm how to improve the chosen area for finance as

a whole. What & how ?

2. Brain storm how you will improve engagement within your

team. What & how ?

Be ready to report back

Team Building Activity – #Selfie Mania!

Introducing Lauren from: