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10MeetingGroundWinter2013IthacasBudgetProcessInvitesStaParticipationSharingbudgetinormationwithboardmembersandmanagersmaybeacommonpracticeamongKendala-fliatesbutKendalatIthacahasaddedanewtwistde-liveringthatinormationtoallstawithinthesametimerame.Becauseresidentsmustbylawbenotifedoratein-creasesatleast60daysaheadotimebudgetsmustbeapprovedbyKendalatIthacasBoardeachyearbeoreOct.31andinormationsharedwithresidentsbythatdate.Whenpreparingthecomingyearsbudgetin2010theOperationsTeamwaschallengedwithrisinghealthin-surancecostsneverpopularamongsta.TheExecutiveDirectorandhisdirectreportsthoughtthatistahadaclearpictureotheoverallfnancialsituationtheywouldunderstandwhytheirinsur-anceratesweregoingup.AnnieWallChieFinan-cialOfcersuggestedthattheOperationsTeammountabudgetroadshowhal-hourpresentationsdeliv-eredbymembersotheteamoverthecourseotwodayscoveringallthreeshitsstartingat715a.m.andend-ingat11p.m.TheyloveditAnnierecalls.Theormatothebudgetprogramisrereshinglylow-technoPowerPointpresen-tationjustsomebriestate-mentsandthenanopportunitytoaskquestions.Fromavastseaobudgetinormationthepresentersdrawoutaewmainpointsmostrelevanttosta.Forthe2011budgettheyhelpedstaconnectthedotsbetweenahetyincreaseinstahealthinsuranceratesandincreasedmedicalex-pensesrelatedtochronichealthconditions.Thatinturnallowedpresenterstopromotestawellnessprograms.Forthe2012budgetthemainpointswereallstareceivedasmallwageincreasenopermanentstapositionswerecutandhealthinsurancecostsdidnotincrease.Thepresentersexplainhoweveninagoodyeartheybalancecompetingprioritieslikethedesiretoincreasewageswhilestillkeep-ingresidentsrateincreaseswithinreason.Theyalsosharegoodnewslikeareductionininterestratesondebt.Whileitsalwaysachallengeormanagerstosparestaoranhour120staattendedthe2011budgetmeet-ingsinlate2010andthenumberheldsteadyorthe2012budgetmorethan50.Theresponsehasbeenstronglypositive.Althoughunderstandingthebudgetisvaluableper-hapsevenmoresignifcanttostaissimplyhavingachancetotalkwithteamleaders.Nightstainparticu-larhaveverylittledirectcontactwithOperationsTeammembers.Onthenightshitwemeetintheresidentsactivityroomintheassistedlivingarea.Itsgenerallyasmallgroupandprettyintimate.Theyletusknowtheyreallyap-preciateourshowingupat1030atnight.ThesmallerthegrouptheeasieritseemstobeorthemtoaskquestionsAnniesays.Whenstahaveabet-terunderstandingothebudgettheycanseehowtheirownjobftsintothebigpicturewhichenrichesworkwithmeaning.IseeitasaretentiontoolAnniestates.GaryHerralaastamemberinEnvironmentalServicessaystheprogramgivesstaabirdseyeviewotheor-ganization.Thisplaceislikeavillagehesays.WecanrelateKendalsbudgettoourownbudget.Weknowourtaxesandexpensesareincreasingsoweunderstandthattheresidentsexpensesareincreasingtoo.KendalatIthacafnanceteammembersromletKelleyCampbellNetworkAdministratorAnnieWallChieFinancialOfcerKevinRePayrollAccountsPayableCoordinatorandSueHoskinsAccountingCoordinator.KendalValuesTovalueparticipationtransparencyandconsensusbuildingTostriveforexcellenceinmanagementandgovernanceTopromoteanenvironmentofcontinuinglearningToemploynancialdesignsthatcontributetosecurity