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Values in the WorkplaceValues in the WorkplaceNCASFAA/SCASFAANCASFAA/SCASFAA

FALL FALL CONFERENCECONFERENCE

November 6-8, 2006November 6-8, 2006

Brad BarnettBrad BarnettSenior Associate DirectorSenior Associate DirectorJames Madison UniversityJames Madison UniversityOffice of Financial Aid & Office of Financial Aid &

ScholarshipsScholarshipsHarrisonburg, VirginiaHarrisonburg, Virginia

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ObjectivesObjectives Discuss the role Discuss the role

values play in our values play in our individual livesindividual lives

Review the Review the importance of importance of values in the work values in the work placeplace

Learn how one Learn how one office established a office established a set of valuesset of values

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Values – What Are They?Values – What Are They?

Gaining Value From ValuesGaining Value From Values (Successories Library)(Successories Library)““Values are widely held beliefs that Values are widely held beliefs that guide behavior and help us guide behavior and help us determine what really matters; they determine what really matters; they assign importance to our goals, our assign importance to our goals, our actions, our relationships, and even actions, our relationships, and even our attitudes.”our attitudes.”

Robert J. Klein Robert J. Klein

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Personal StoryPersonal Story

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Values & BeliefsValues & Beliefs

The ABC’s of Rational Emotive The ABC’s of Rational Emotive Behavior Therapy (REBT)Behavior Therapy (REBT)• A = Activating EventA = Activating Event• B = Belief (values)B = Belief (values)• C = ConsequenceC = Consequence

Albert Ellis, PhDAlbert Ellis, PhD

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History of ValuesHistory of Values

Matthew 6:21Matthew 6:21 For where your For where your

treasure is, there treasure is, there your heart will be your heart will be also.also.

Written in A.D. 60-Written in A.D. 60-7070

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Individual vs. Group ValuesIndividual vs. Group Values

Is it important for everyone in your Is it important for everyone in your work place to have the same work place to have the same individual values?individual values?

Do you have to change your values Do you have to change your values to survive at work?to survive at work?

Do you REALLY know what your co-Do you REALLY know what your co-workers value?workers value?

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Learning About ValuesLearning About Values

Question:Question:

Unless the values of the workplace Unless the values of the workplace are explicitly defined, how do you are explicitly defined, how do you find out what your place of find out what your place of employment values?employment values?

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Learning About ValuesLearning About Values

Answer:Answer:

You mess up!You mess up!

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Can You See The Values In Can You See The Values In Action?Action?

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Remember the TitansRemember the Titans

Observe how powerful their beliefs Observe how powerful their beliefs are in driving them to be who they are in driving them to be who they areare

What values do you see displayedWhat values do you see displayed How easy is it to pick out the values How easy is it to pick out the values

in your work placein your work place Is it important that everyone on a Is it important that everyone on a

team have the same values to team have the same values to succeedsucceed

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Clip Review - What Did You See?Clip Review - What Did You See?

Others:Others:• SelfishnessSelfishness• Integration (diversity)Integration (diversity)• RespectRespect• Hard workHard work• LeadershipLeadership• CollaborationCollaboration• TrustTrust• Many moreMany more

Displayed at Displayed at beginning of movie:beginning of movie:

• Strength Strength • Unity Unity • CourageCourage• PridePride• BrotherhoodBrotherhood

How easy is to see what values are How easy is to see what values are important in your workplace?important in your workplace?

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JMU & Financial Aid JMU & Financial Aid OfficeOffice

James Madison University• Approximately 16,000 students, of which 15,000 are

undergraduates• Primarily 18-22 year olds who graduate high school,

enroll full-time in college, and complete college in 4-5 years

• Male = 40% & Females = 60%• In-state = 70% & Out-of-state = 30%

Financial Aid (scholarships & student employment)• 22 full-time staff• 1 part-time staff• 18 student workers

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How Did JMU’s Aid Office Do It?How Did JMU’s Aid Office Do It?

Together! (no Together! (no mandates)mandates)

Away from the office Away from the office (retreat)(retreat)

8 hour retreat that 8 hour retreat that culminated with a 1 ½ culminated with a 1 ½ hour period to hour period to determine valuesdetermine values

Had a clear Had a clear understanding of our understanding of our missionmission

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Mission StatementMission StatementRecognizing our responsibility for Recognizing our responsibility for continuous improvement and for the continuous improvement and for the overall education and development overall education and development of our students, we will ASSIST with of our students, we will ASSIST with identifying and obtaining resources identifying and obtaining resources to finance higher education; DELIVER to finance higher education; DELIVER funds in a timely and equitable funds in a timely and equitable manner; and EDUCATE, so that manner; and EDUCATE, so that informed financial decisions can be informed financial decisions can be made. made.

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Establishing ValuesEstablishing Values

Divided office into Divided office into five groupsfive groups

Asked each group to Asked each group to develop a list of develop a list of things that are things that are important to them in important to them in the workplacethe workplace

Each group reported Each group reported back to the larger back to the larger group and group and discussion ensueddiscussion ensued

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Establishing Values Establishing Values continuedcontinued

Learned that each small group had Learned that each small group had almost the exact list (the chosen almost the exact list (the chosen value or a synonymous word)value or a synonymous word)

We started looking for five values, We started looking for five values, but decided to select six because of but decided to select six because of the overwhelming majority not to cut the overwhelming majority not to cut one outone out

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Establishing Values Establishing Values continuedcontinued

Once the six values were chosen, the Once the six values were chosen, the small groups went into action again small groups went into action again to define the value (the 6to define the value (the 6thth definition definition was decided through discussion)was decided through discussion)

The definition was reported to the The definition was reported to the larger grouplarger group

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Office ValuesOffice ValuesThe six core values adopted by the office The six core values adopted by the office were developed by the entire staff as part of were developed by the entire staff as part of the strategic planning process:the strategic planning process:

• TrustTrust – To be confident that you, your co- – To be confident that you, your co-workers, and your leaders believe in one workers, and your leaders believe in one another’s abilities; necessary to foster positive another’s abilities; necessary to foster positive and productive working relationships.and productive working relationships.

• RespectRespect – The act of valuing one another’s – The act of valuing one another’s opinions, ideas, feelings, and needs.opinions, ideas, feelings, and needs.

• CommunicationCommunication – A three part process that – A three part process that includes conveying a message, active listening, includes conveying a message, active listening, and effective feedback.and effective feedback.

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Office ValuesOffice Values SupportSupport – Willingness to be open and – Willingness to be open and

available to others and acknowledge need available to others and acknowledge need for assistance for oneself.for assistance for oneself.

HumorHumor – When used appropriately is a – When used appropriately is a vehicle that can provide an enjoyable work vehicle that can provide an enjoyable work atmosphere that fosters optimism and atmosphere that fosters optimism and positive attitudes.positive attitudes.

HonestyHonesty – Acting with integrity in a – Acting with integrity in a consistent manner while being mindful of consistent manner while being mindful of the greater good.the greater good.

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Office Values In ActionOffice Values In Action

Handling staff “issues”Handling staff “issues” Establishment of office training Establishment of office training

calendarcalendar Bi-weekly office meetings…everyone!Bi-weekly office meetings…everyone! Flexibility in scheduleFlexibility in schedule ““Big fish” do “little” jobsBig fish” do “little” jobs Taking a risk by letting people know Taking a risk by letting people know

about youabout you

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ConclusionConclusionEstablish clear office values so…Establish clear office values so…• staff will know what is importantstaff will know what is important• staff will understand boundariesstaff will understand boundaries• you can establish an identityyou can establish an identity• have more fun at work!have more fun at work!