MANAGEMENT FORUM

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MANAGEMENT FORUM

• Jim Krupnick
• Chief Operating Officer
• Oct 30, 2008

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Topics

• FY09 Overhead Budget
• Unicall
• Operations Leadership
• Our Safety culture change
• Communication
• Service Awards

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FY09 Overhead Budget Issues

• Perennial concern over increasing costs
• Unfunded mandates
• New requirements
• Salary escalation
• Specific issue LBNL vs UCB comparison

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GA Budget Shortfall
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Recommendation Over-target Items to Fund (K)
Approved FY09 Over-target Requests
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Proposed Strategy To Cover FY09 4.7M Gap
Note An additional 2.5M was returned to the
programs in Sept FY08. (Total Sept
FY08 Rate Reductions 4.2M - 1.7M 2.5M)
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(No Transcript)
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Topics

• FY09 Overhead Budget
• Unicall
• Operations Leadership
• Our Safety culture change
• Communication

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Unicall Process

• Prioritize and allocate discretionary Lab funds
  for
• Capital construction 4.1M
• Non-capital alterations 3.7M
• General purpose equipment 1.4M
• Facilities-type maintenance 1.4M

• Ensure alignment with (best supports) Lab mission
• Divisions propose projects/equipment
• Division Directors and ALDs prioritize across
  their Divisions
• Lab Director, Deputy Director and ALDs prioritize
  across the Lab
• Previously, kick-off in May, decisions made in
  September/October
• Process to allocate FY10 funds will start in
  December 2008

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Topics

• FY09 Overhead Budget
• Unicall
• Operations Leadership
• Our Safety culture change
• Communication

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Operations Organization
Laboratory Directorate Steven Chu Director
Associate Laboratory Director Chief Operating
Officer Jim Krupnick Deputy Chief Operating
Officer Anita Gursahani
Conflict of Interest/Integrity Mgr Meredith
Montgomery
Senior Administrator Linda Matyas
Office of Institutional AssuranceJim
Krupnick Acting Director
Business Manager Dan Twohey
Safety Coordinator Betsy Reyes
Environment, Health Safety Howard
Hatayama Division Director
Facilities Jennifer Ridgeway Division
Director
Human Resources Vera Potapenko Chief HR
Officer
Information Technology Rosio Alvarez Division
Director
Office of the Chief Financial Officer Jeffrey
Fernandez CFO
Public Affairs Jeff Miller Department Head

Work Force Diversity Harry Reed Department
Head
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Jeff Miller

• Work History
• University of California, San Francisco
• Director, Creative Development Communications
• Director, University Publications
  

Education Columbia University, New York, MS
in Journalism California State University,
Northridge, MA in History University of
California, Los Angeles, BA in Political
Science Professional Credential Member,
National Association of Science Writers
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Anita Gursahani (starts Nov. 17)

• Recent Work History
  Lawrence Livermore National Lab
• Department Head (acting), Plant Engineering
  Jan 2007 current
• Deputy Department Head, Plant Engineering
  Oct 2003 Jan
  2007
• Facilities and Maintenance Division, Plant
  Engineering Aug 1989 Oct 2003
  

Education St. Marys College, Moraga CA -
MBA California Polytechnic State University,
San Luis Obispo, CA BS in Electrical
Engineering Professional Credential Californi
a Registered Professional Electrical Engineer
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Topics

• FY09 Overhead Budget
• Unicall
• Operations Leadership
• Our Safety culture change
• Communication

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Our Safety Culture Change

• Driven by 3 factors
• Management concern over series of potentially
  serious/fatal injuries (near-hits)
• BSO HQ dissatisfaction with ISM implementation
  pace of improvement
• HSS review and potential loss of contract
• Kick-off at Directors Retreat
• Significant concerns
• Line management involvement/ownership
• Work planning and control

• Our goal is long-term, sustained improvement to
  ISM implementation.

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Topics

• FY09 Overhead Budget
• Unicall
• Operations Leadership
• Our Safety culture change
• Communication

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Stakeholder Meetings

• My senior staff 11s and as a team

• Operations leaders managers

• UCOP Contract Assurance Council

• Scientific leadership 11s ALDs division
  directors

• Communities of Practice LSAC Division Business
  Council division safety coordinators etc.

• Operations staff all-hands brown-bags

2nd set of All-Hands Meetings Nov 18
19 Brown Bags Facilities Nov 14
EHS Dec 1

• DOE BSO, HQ Operations and Program Heads

• Steven Chu Paul Alivisatos

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Senior Staff Retreat

• Fall 2008
• Organized by new Deputy COO and senior staff
• Fresh look at organization, staffing, strategies
• Ensure alignment with Labs Strategic Plan
• Build consensus around priorities

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Operations Leadership Retreat Dec 11 12

• Deputy COO Gursahani
• EHS Hatayama
• Facilities Ridgeway
• Human Resources - Potapenko

• IT Alvarez
• Office of the CFO - Fernandez
• Public Affairs Miller
• Workforce Diversity - Reed

• What should we propose as the right service
  delivery model?
• Are we organized correctly?
• Are we properly supporting LBNLs mission?
• How should we organize carry out top-to-bottom
  reviews?

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Two Issues

• Culture and Communication
• Motivation

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Two ideas.

• Operations-wide workplace survey
• Take the temperature/set baseline
• Repeat every 12 months

• Draft climate survey produced by Karen Ramorino
  and Vera. Expect to distribute throughout
  Operations in early December.

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Two ideas.

• Bi-monthly talks about science, not science
  talks, aimed at Operations staff
• 20 minute presentation
• Includes example of how Operations affects work
• 10 minute discussion
• End with Im a scientist and I need your help

• Will task Anita Gursahani, working with Jeff
  Miller, to develop and run program. First talk
  February 2009.

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Service Awards

• Harry Reed 25 years (Dec 2007)

Meredith Montgomery 25 years (April 2006)
Dan Twohey 30 years (May 2006)
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• Its not important how well each part of the
  organization works, but how well we work
  together, over time.

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Berkeley Lab Values

• Overarching commitment to pioneering science
• Highest integrity/impeccable ethics
• Uncompromising safety
• Diversity in people and thought
• Sense of urgency