Project Structure…

Communications, process, and tools

developed in response to a request with a

very short timeline. This project involved

scheduling four candidates, for an Associate

Vice President position— each for a full day

of panel interviews (4 panels; 30

participants).

(structured and designed by Evelyn)

1

Evelyn Berry

From: V'Ella WarrenSent: Wednesday, January 08, 2014 12:07 PMTo: Jeanette Henderson; Randy Hodgins; Paul E. Jenny; Gary R. Quarfoth; Jack G. Johnson;

Karin NyropCc: Carol Haire; Amanda O. Rich; Linda R. Eskenazi; Jennifer C. Johnston; Rachel Northquist;

Mary L. Taylor; Evelyn BerrySubject: Panel Interviews for AVP, Treasury Position...

Dear all, As you may know, I am currently conducting a search for Doug Breckel’s replacement. During the first round of interviews, I asked a few key people from my team to interview candidates. For the second round, I will host each candidate for a full day of panel interviews and I would like to invite you to serve on a panel comprised of Treasury Process Partners. There will be four candidates and interviews will begin during the week of January 13. If you will be able to serve in this capacity, please have your assistant respond with your availability via the Doodle link below. Evelyn Berry is coordinating this search for our office and will connect with you under separate cover with details and expectations. Thank you for your consideration. V’Ella http://www.doodle.com/dh2g4t6pzzvwk6e4

PANEL GUIDELINES

Before the Interview

Outline the game plan for the interview with the panel before the meeting starts—

assign questions (if you wish) and advise the panel to take notes, and interject with

probing follow-up questions when appropriate.

During the Interview

Brief welcome and introductions.

Ask one or two questions to get the interview started. The remainder of the

questions can come from the group—they more than likely have some of their own

questions in mind.

Ensure a flow is maintained during the interview and keep to time schedule (55

minutes total for each candidate).

Allow the candidate at least 10 minutes at the end of the interview to ask questions

to the panel and possibly provide additional qualification information not

previously covered.

End with a closing statement, including thanking the candidate for their time and

a realistic expectation for the follow-up schedule (the week of 2/10 or 2/17).

After the Interview

After the candidate has been escorted out, lead the panel members in discussion

and evaluation of the candidate. Each panel member should be prepared to

discuss their thoughts.

Capture attendees for each interview.

INTERVIEW QUESTIONS

Internal Candidate

1. Why are you a fit for this position?

2. What are your passions? How do your passions tie to the mission of the university?

3. You understand the requirements of the job and the culture of the university. If

you were the successful candidate in this search, what would you do differently as

it relates to…

4. Tell me about the last time you encountered a problem in your department and

how you dealt with it?

5. What’s one best method would you recommend for dealing with difficult clients?

External Candidate

1. Why do you want to work in higher education—and specifically the University of

Washington?

2. What are your passions? How do your passions tie to the mission of this

university?

3. How do your previous and current experiences translate to the higher education?

4. Tell us about your experience working in an environment that makes decisions in a

highly consensus-driven way.

5. Do you have experience working with a board of directors and how do you foster

relationships at this level?

6. Tell me about the last time you encountered a problem in your department and

how you dealt with it?

7. What’s one best method would you recommend for dealing with difficult clients?

Interview Schedule

Wednesday, January 22, 2014

Applicant Name:

Position Applied for: Associate Vice President, Treasury

UW Contact: Evelyn Berry

(206) 685-4836 OR (206) 714-6807

esherese@uw.edu

Interview Location: Roosevelt Commons Treasury Office, Suite 600 4311 11th Avenue NE Seattle, WA 98105 Directions to UW Treasury Office When you get to the 6th Floor, ask for Evelyn Berry

UW Participants: Participants from Finance & Facilities (F2)Leadership Panel List

Participants from Treasury Customers Panel List

Participants from Treasury Process Partners Panel List

Participants from Treasury Staff Panel List

Time Topic Location

START Patty’s Eggnest Wallingford 1715 N. 45th Street Seattle, WA 98103

7:00 - 8:00 Breakfast w/Keith Ferguson Patty’s Eggnest Wallingford

8:00 - 9:30 BREAK

9:30 - 10:30 Interview w/Treasury Staff Roosevelt Commons, 6th Floor

10:30 - 11:30 Interview w/Customer and Process Partners Roosevelt Commons, 4th Floor

11:30 - 1:00 Lunch w/Richard Cordova TBD

1:00 - 2:00 Interview w/Finance & Facilities Leadership Roosevelt Commons, 6th Floor

2:00 - 3:00 Interview w/Dean Torkelson Roosevelt Commons, 4th Floor

3:00 - 3:15 BREAK

3:15 - 4:15 Interview w/V’Ella Warren and Doug Breckel Roosevelt Commons, 4th Floor

Panel Listings:

(for the interviews, there will be 3-4 participants from each panel, based on availability)

Finance & Facilities (F2) Leadership (1 hour)

1. Ann Anderson, AVP and Controller

2. Dave Anderson, Exec Dir Health Sciences Admin

3. Sue Camber, AVP Research and Student Fiscal Admin

4. Richard Chapman, AVP Capital Projects

5. Richard Cordova, Exec Dir of Audits

6. Keith Ferguson, Chief Investment Officer

7. Ruth Johnston, AVP F2 Administration

8. Charles Kennedy, AVP Facilities Services

9. Todd Timberlake, Chief Real Estate Officer

10. Barbara Wingerson, Exec Dir, Finance and Admin

Treasury Customers (1 hour)

1. Paul Ishizuka, Financial Officer, UW Med

2. Rob Lubin, Assoc Dir, Housing and Food Services

3. Robert Sasaki, Sr. Assoc Athletic Director

4. Pam Schreiber, Director, Housing and Food Services

5. Johnese Spisso, Chief Health System Officer, UW Med

Treasury Process Partners (1 hour)

1. Jeanette Henderson, Exec Dir Real Estate

2. Randy Hodgins, Vice President, External Affairs

3. Paul Jenny, Vice Provost, Planning and Budgeting

4. Jack Johnson, Chief of Staff, Office of the President

5. Karin Nyrop, Assistant Attorney General

6. Gary Quarfoth, Assoc Vice Provost, Planning and Budgeting

Treasury Staff (1 hour)

1. Elizabeth Cherry, Exec Dir Risk Management

2. Lisa Edlin, Associate Treasurer

3. Jeff Follman, Associate Controller

4. Judy Peterson, Senior Consultant

5. Ann Sarna, Associate Treasurer

6. Bill Starkey, Associate Treasurer

7. Dean Torkelson, Consultant (one-on-one)

1

Evelyn Berry

From: Evelyn BerrySent: Thursday, January 16, 2014 2:51 PMTo: Ann Anderson; David M. Anderson; Susan Camber; Richard Cordova; Keith Ferguson;

Ruth A. Johnston; Charles Kennedy; Todd Timberlake; Jeanette Henderson; Randy Hodgins; Paul E. Jenny; Jack G. Johnson; Karin Nyrop; Gary R. Quarfoth; Paul S. Ishizuka; ROBERT T. LUBIN; Robert Sasaki; 'Pam Schreiber (pschreib@hfs.washington.edu)'; Johnese Spisso; Elizabeth Cherry; Lisa Edlin; Jeff Follman; Judy Peterson; Ann Sarna; Bill Starkey

Cc: Linda Moran; PEGGY S. SMITH; Phoebe Ambrosia; Tamara Young; K. Sandelin; Katya Y. Lobanova; Debra A. Hanna; Carol Haire; Amanda O. Rich; Linda R. Eskenazi; Jennifer C. Johnston; Mary L. Taylor; Janis Marks; R. Million; 'cottih@hfs.washington.edu'; Nina Keaney; 'MARILYN I. BOWEN (mibowen@hfs.washington.edu)'; Shay W. Berryhill; Katrina Day

Subject: Materials for AVP, Treasury Interviews...Attachments: Job Description - AVP Treasury.pdf; Panel Information Sheet.pdf; Candidate Packet -

Chris Malins 012114.pdf; Candidate Packet - Sherilyn Anderson 012214.pdf; Candidate Packet - Michael Palumbo 012314.pdf

Importance: High

Dear all, Thank you for agreeing to assist with the selection process for the Associate Vice President, Treasury position. Attached, please find the job description, panel information sheet, and candidate packets (for candidates 1-3) for your reference. The panel information sheet provides more information on the panels related to potential participants and format. You will find each candidate’s schedule, profile, and resume in the candidate packet. It is our intent to provide complete confidentiality to all candidates during this process, so please do not share the candidate names or materials with others not included in this email. If you have a schedule change that allows you to participate in an interview, just let me know. As always, let me know if you have questions. Happy interviewing! EB Evelyn Berry Assistant to the Senior Vice President Office of the Senior Vice President 

Roosevelt Commons 4311 11th Avenue NE, Suite 600 Campus Mailbox 354998 Seattle, WA 98105  206.685.4836 esherese@uw.edu