Organizational Development &   People Effectiveness  Related costs & budgeting
Planning Process   Phase 1 –  April ‘08 Organizational  Assessment  Phase 2  - May  Competencies Development  Phase 3 – June  People  Assessment & Development Phase 4 –  September Consolidation & Succession Results
Organizational Analysis: where are we now ?   Organization & People Assessment Tool   Purpose: To permit an unbiased appraisal and assessment of current organization structure and management competencies in order to assist in the evaluation, development and placement of  current personnel and to fill future vacancies in terms of succession planning activities. Methodology:   The process will be to evaluate senior management ‘s staff (VP and Director level) in terms of management competencies and job fit through performance discussions, possible testing  and on-the-job evaluations.   
Create Succession & Development plans that:  Reinforce The CompanyCompetencies through skills assessment  and  in developmental activities  in order to insure a performance culture and results driven organization. Drive The CompanyCORE Competencies: Innovation & Creativity - identifies/pursues new ideas/methods Makes & Meets Commitments Good Communicator - keeps others informed; open & honest Integrity & Trust - widely trusted, direct, & truthful; admits mistakes Team Player - cooperative & considerate Practices Continuous Improvement - looks for better ways to work Customer Focus - responsive to others needs What are we going to do?
What are we going to do? Create Succession & Development plans that:  Drive The Company Management Competencies: Management Leadership - inspires/motivates people toward common goals Global Approach - looks at worldwide perspective Business Acumen - knows how business works; current with trends & tactics Develops People - mentors/coaches/empowers others & supports their growth Delegation - Clearly & comfortably delegates Managerial Courage- faces people problems & gives actionable feedback
How are we going to do it?   Project  completion:  The  assessment and recommendations to be completed no later than August 31 st   2008 and process  to commence in April with organization assessment process. Define organization structure in terms business strategy and commercial unit priorities Better defined roles and responsibilities, as well as deliverables and performance expectations  Determine percentage of STI  for completion of Group objectives at the senior leadership staff. Offer incentives, rewards & recognition for  Group Behavior and exchange of best practices.
How are we going to do it? Offer training & development programs in:  Leadership Project management People skills Functional expertise  Create  behavior change by  a  sense of urgency, results driven and motivation and balance between consistency and  change by: Shows support and helps the people in development areas Be honesty with other people and recognizes mistakes Allocate tasks and know how to delegate – autonomy  Seek a continuous  improvement philosophy Support teamwork - create a professional environment Develops a sense of leadership and purpose, as  well as of vision and strategy Shares recognition for a job well done  Co-operate to achieve shared objectives   Offer incentives, rewards & recognition for Group Behavior  and exchange of best practices.
 
Succession Planning   Training & Development Build people and  organizational  capabilities Increased  organizational  effectiveness Create Group Identity & Behavior Bringing it together
What  Rewards & Motivates ?  Financial (recognition) salary bonus share option fringe benefits Non-Financial (motivation) Status Assignments Career Opportunities Development Training
policies procedures benefits employee relations succession planning compensation management training & development BUSINESS IMPACT  MANAGEMENT EXCELLENCE high low functional  expertise
Phase 1: Organizational  –  Review and Analysis Focusing on headcount, people and structure Analysis of current organization in terms of headcount  and staffing requirements Job descriptions:  functions and responsibilities  Proposed organizational structure focusing on  Current business requirements  Benchmarking Implementation: communication and receiving buy-in Timeframe, next steps and savings
Organization Structure Validation BUSINESS UNIT  -  Bound to commercial strategy  MANAGEMENT -  Bound to Culture  and Organization FUNCTIONAL -  Bound to Business Processes Recognizing a need for change Define strategy /organization/function Define leadership challenges  Define future organizational structure Define development positions Validate competencies (interview, questioning & test) Assess current competencies Action  plan to bridge gaps and track careers
 
Organizational Assessment Process Company objective setting Process/Unit objective setting Indivdual objective setting Performance Review  On-Going Feedback Corrective actions Re-setting objectives Training and Development Career Planning Rewards and Recognition
Entrepreneurship Managing vision & purpose Functional excellence Dealing ambiguity Strategic with capability Business acumen Financial acumen DELIVERING VALUE MAKING PLAN Innovation Management Timely decision making Drive for results Customer focus LEADERSHIP Interpersonal effectiveness Building effective teams Withstands pressure People development Takes ownership Organizational Competencies
Review Business Unit Structure Team Leader Function Manager President  Manager RESPONSIBILITY Individual Contributor CAPABILITY Senior Management Middle Management Managerial Staff Top Management
Job Specifications  Purpose Accountabilities Results Knowledge, Skills and Attitude Competenci es Task Input Behavior
Matching People to Jobs Values, Drives, Traits, Self Esteem Knowledge, Skills,  Experiences Characteristics Education Maturity
Phase 2: People Assessment  Structure Business Strategy Business Plan  Financials Customers Processes Innovation Organizational Values Succession Selection Development Performance
Performance Profiler Assessment matrix Core Competencies Management Competencies Interpersonal Competencies Gear Job Design Management Professionals Supported by a Software tool – Cambria Consultants The platform for a bench strength assessment of the top 50 managers.
Competencies Application & Implementation Selection Appraisal Development Career  Tracking Succession  Planning Group Objectives Unit Strategies Competencies Rewards
Example: Assessment Matrix  PURPOSE  of the Job Most important  ACCOUNTABILITIES : Make the Annual Operating Plan Define and Assess performance of key Business Processes Most important  OUTPUTS  of the Accountabilities: Accepted Annual Operating Plan Adequate Mgmt.Information System  SKILLS, KNOWLEDGE   and  ABILITIES  needed to enable the production of the Outputs: Knowledge Functional Mgmt. System Thinking Sense of Urgency COMPETENCIES  and related  BEHAVIOR  needed to Satisfy Clients/Customers and Management Strategic Thinking Demonstrating an integrated Business approach Spotting problems early to prevent them getting bigger Leadership Communicating vision/direction clearly and unambiguously Make Plan Taking responsibility for decisions, actions and results
Assessment (example)  Entrepreneurship Strategic Thinking Makes Plan   Knows the Business Leadership People Skills Corporate Values Set Aggressive goals Drives for results demonstrates a strong commitment to organizational success Works to do what is best for all stakeholders. Financial Acumen Understand the meaning and implications of key financial indicators Manages overall financial performance Leads sound financial processes tailored to maximize profitability Driving Execution Assigns clear authority and accountability Manage change, while maintaining operating effectiveness Integrates efforts across units and functions,  monitors results, tackles problems directly and with urgency
Phase 3: Training & Development drives performance  ..W hat our best people do more often, in more situations, with better results Training can enhance behaviors and results - which are related to effective  performance in a particular job. Development is vital to the successful delivery of desired results.  Training not only prepares the individual for superior performance but motivates and retains good performers.
1. IDENTIFY THE TRAINING  REQUIREMENT: Identify, prioritise the skills required for superior perfor- mance in the position 2. COMPOSING THE TRAINING  PROGRAM Divide the roles between the team members TRAINING  NEED ANALYSIS 3. DECISION MAKING Evaluate/compare information/ Identify positive/manage gaps versus needs 4. INDUCTION AND  DEVELOPMENT Include plans for bridging skills gaps
Training Framework Entrepreneurship Know the Business Strategic Thinking Makes Money Leadership People Skills Corporate Values Marketing Sales Operations Finance Human Resources Management  Competencies BUSINESS PEOPLE FUNCTION Competency Category Development  Focus Manage  coaching to  strengthen Abilities Organize  experiences to improve  Skills Provide  platforms to transfer Knowledge
Training Needs Analysis  Desired Results 3 to 5 objectives related to:  Responsibilities  Team Scorecard Desired Behaviour 3 to 5 behaviors related to: Job Profile Competency Assessment
Development for Team Leaders Individual Contributor Team Leader Functional  Manager Functional Development Business Development People Development Product Management Knowing Watch business Job Introduction International Brand Management Situational Leadership II Project Management Managing  Marketing (IMD) Motivating  People Introduction to business  Strategies N/A Executive  Development (Wharton) Advanced  Management (INSEAD)
Assess Readiness  Objectives Focus Development  Potential B-Players Potential A-Players Target Role-plays/Excercise 360 o  Feedback (PDI) Round Tables Role-plays/Excercise 360 o  Feedback (PDI) Round Tables Methods Execution Cambria  Personnel Decision International  Outcomes Short Report Development Plan Short Report Extended Report Development Plan Follow Up Coaching Dev. Plan Corporate Training Mentoring & Coaching Composition Group of 30 participants Group of 20 participants Estimated Costs $ 30,000 $ 50,000 Developing Leaders
Examples of Training  Middle Mgmt MT Situational Leadership Awareness creating  Needs analysis (skills building workshop)  Timing for Leadership program Month 1 Month  2 Competency enhancing (seminar) Month  3
Project Management Training Target Group   B Players with potential Modules Mufti-tasking. Activity planning Timeline and Deliverables      Faculty Kepnor  Tregor  Champion CEO Project Mgr.   Human Resources Time Cons.   2 days Start Planned :  May  2008  Attendees   25 per program
Modules :  Marketing Strategy  Faculty :  Insead, Harvard, Kellogg,  Delivery : External Champion :  President The CompanyBusiness  Project Mgr. Human Resources Time Cons. : 3 x 5 days spread over 1 yr. Start Planned:  September 2008 Attendees :  25 senior leaders  Business Strategy
Finance  Training  Target Group   B Players with potential for growth Modules   Business Developments,  Project costing    Value Creation, Business Controls,      Faculty Corporate Finance Champion CFO Project Mgr.  Finance Expert (to be selected) Time Cons. 2 x 5 days spread over 1 yr. Start Planned :  December 2008  Attendees : 25 per program
Phase 4: Succession Planning Top Management Senior Man a gement Management Performance Mgmt. Career Mgmt. Strategic  Mgmt. Development Plans Career Tracking Competency Validation Succession Planning
Succession Planning helps to identify possible successors and those "high potential" candidates, whose rapid development earmarks them for greater position opportunities or key management positions.  Getting the right person in the right job is the goal. Training current employees for roles that may not exist now, but most assuredly will exist in the future. Succession Planning will be conducted for - Director level (i.e. 3rd level) and up.  Creating a graphical, easy-to-understand organization chart with visual identification of positional successors and candidate readiness.  Succession process evaluates candidate readiness (promotion capacity) as direct correlative competency to success.  Succession Planning allows for appraisals and customized views of individuals as well as any development hurdle to preparedness. It also facilitates the identification of those employees whose rapid development earmarks them for greater opportunities. Succession Planning assists in successor selection process, comparing logical and targeted candidates on a broad range of parameters, including job fit and development opportunities. .
Development  assignments set the stage for a continuous process of identifying strengths, talents and abilities of  employees, as well as helping to define their career goals. Also, identified employees that are ready for greater job responsibilities and  that should participate in OJT (on-the-job) training as well as on temporary rotational assignments with greater responsibility in order to be ready for promotional opportunities.  Regular assessments of employee performance and potential for responsible roles in the future will help map out a people strategy. Identified Successor = ready now Identified Successor = ready 2 -3 years Identified Successor = ready longer term 3-5 years
 
Career Planning - example  Establish a Finance function that is seen as a key contributor to business success and growth  Participle actively in drafting operational strategies Initiate and facilitate improvements of business processes  Find and apply Best Practices in Finance  Manage Finance as a service oriented unit
Career Track in Finance –  an example Entry position Development position Main Career Path Fin.Accountant Fin.Analyst Internal Aud. Gen. Accountant Gen. Accountant Auditor Controller Controller Mgr.Budget Planning Sr.Auditor Mgr.Staff Dep. Mgr.Marketing General. Mgr. President VP Finance
Results  of Career Planning  Being a member of the wining management team Learning and developing in terms of the wider implications  of strategic thinking and  consequences of not doing so  How the Finance function can  best contribute to the business and individuals  can be  better utilized  Focusing  on continuous improvement as a competitive advantage  towards value added business  processes
Implementation Plan First Design of New Framework  - April ‘08 Discussion concept with senior leaders  Assessment  & Outcomes  Communication results to Sr. Management  Infusing final design  (August ) Integrating  and re-new  (FY’09 )

Organizational & People Effectiveness

  • 1.
    Organizational Development & People Effectiveness Related costs & budgeting
  • 2.
    Planning Process Phase 1 – April ‘08 Organizational Assessment Phase 2 - May Competencies Development Phase 3 – June People Assessment & Development Phase 4 – September Consolidation & Succession Results
  • 3.
    Organizational Analysis: whereare we now ? Organization & People Assessment Tool   Purpose: To permit an unbiased appraisal and assessment of current organization structure and management competencies in order to assist in the evaluation, development and placement of current personnel and to fill future vacancies in terms of succession planning activities. Methodology: The process will be to evaluate senior management ‘s staff (VP and Director level) in terms of management competencies and job fit through performance discussions, possible testing and on-the-job evaluations.  
  • 4.
    Create Succession &Development plans that: Reinforce The CompanyCompetencies through skills assessment and in developmental activities in order to insure a performance culture and results driven organization. Drive The CompanyCORE Competencies: Innovation & Creativity - identifies/pursues new ideas/methods Makes & Meets Commitments Good Communicator - keeps others informed; open & honest Integrity & Trust - widely trusted, direct, & truthful; admits mistakes Team Player - cooperative & considerate Practices Continuous Improvement - looks for better ways to work Customer Focus - responsive to others needs What are we going to do?
  • 5.
    What are wegoing to do? Create Succession & Development plans that: Drive The Company Management Competencies: Management Leadership - inspires/motivates people toward common goals Global Approach - looks at worldwide perspective Business Acumen - knows how business works; current with trends & tactics Develops People - mentors/coaches/empowers others & supports their growth Delegation - Clearly & comfortably delegates Managerial Courage- faces people problems & gives actionable feedback
  • 6.
    How are wegoing to do it? Project completion: The assessment and recommendations to be completed no later than August 31 st 2008 and process to commence in April with organization assessment process. Define organization structure in terms business strategy and commercial unit priorities Better defined roles and responsibilities, as well as deliverables and performance expectations Determine percentage of STI for completion of Group objectives at the senior leadership staff. Offer incentives, rewards & recognition for Group Behavior and exchange of best practices.
  • 7.
    How are wegoing to do it? Offer training & development programs in: Leadership Project management People skills Functional expertise Create behavior change by a sense of urgency, results driven and motivation and balance between consistency and change by: Shows support and helps the people in development areas Be honesty with other people and recognizes mistakes Allocate tasks and know how to delegate – autonomy Seek a continuous improvement philosophy Support teamwork - create a professional environment Develops a sense of leadership and purpose, as well as of vision and strategy Shares recognition for a job well done Co-operate to achieve shared objectives Offer incentives, rewards & recognition for Group Behavior and exchange of best practices.
  • 8.
  • 9.
    Succession Planning Training & Development Build people and organizational capabilities Increased organizational effectiveness Create Group Identity & Behavior Bringing it together
  • 10.
    What Rewards& Motivates ? Financial (recognition) salary bonus share option fringe benefits Non-Financial (motivation) Status Assignments Career Opportunities Development Training
  • 11.
    policies procedures benefitsemployee relations succession planning compensation management training & development BUSINESS IMPACT MANAGEMENT EXCELLENCE high low functional expertise
  • 12.
    Phase 1: Organizational – Review and Analysis Focusing on headcount, people and structure Analysis of current organization in terms of headcount and staffing requirements Job descriptions: functions and responsibilities Proposed organizational structure focusing on Current business requirements Benchmarking Implementation: communication and receiving buy-in Timeframe, next steps and savings
  • 13.
    Organization Structure ValidationBUSINESS UNIT - Bound to commercial strategy MANAGEMENT - Bound to Culture and Organization FUNCTIONAL - Bound to Business Processes Recognizing a need for change Define strategy /organization/function Define leadership challenges Define future organizational structure Define development positions Validate competencies (interview, questioning & test) Assess current competencies Action plan to bridge gaps and track careers
  • 14.
  • 15.
    Organizational Assessment ProcessCompany objective setting Process/Unit objective setting Indivdual objective setting Performance Review On-Going Feedback Corrective actions Re-setting objectives Training and Development Career Planning Rewards and Recognition
  • 16.
    Entrepreneurship Managing vision& purpose Functional excellence Dealing ambiguity Strategic with capability Business acumen Financial acumen DELIVERING VALUE MAKING PLAN Innovation Management Timely decision making Drive for results Customer focus LEADERSHIP Interpersonal effectiveness Building effective teams Withstands pressure People development Takes ownership Organizational Competencies
  • 17.
    Review Business UnitStructure Team Leader Function Manager President Manager RESPONSIBILITY Individual Contributor CAPABILITY Senior Management Middle Management Managerial Staff Top Management
  • 18.
    Job Specifications Purpose Accountabilities Results Knowledge, Skills and Attitude Competenci es Task Input Behavior
  • 19.
    Matching People toJobs Values, Drives, Traits, Self Esteem Knowledge, Skills, Experiences Characteristics Education Maturity
  • 20.
    Phase 2: PeopleAssessment Structure Business Strategy Business Plan Financials Customers Processes Innovation Organizational Values Succession Selection Development Performance
  • 21.
    Performance Profiler Assessmentmatrix Core Competencies Management Competencies Interpersonal Competencies Gear Job Design Management Professionals Supported by a Software tool – Cambria Consultants The platform for a bench strength assessment of the top 50 managers.
  • 22.
    Competencies Application &Implementation Selection Appraisal Development Career Tracking Succession Planning Group Objectives Unit Strategies Competencies Rewards
  • 23.
    Example: Assessment Matrix PURPOSE of the Job Most important ACCOUNTABILITIES : Make the Annual Operating Plan Define and Assess performance of key Business Processes Most important OUTPUTS of the Accountabilities: Accepted Annual Operating Plan Adequate Mgmt.Information System SKILLS, KNOWLEDGE and ABILITIES needed to enable the production of the Outputs: Knowledge Functional Mgmt. System Thinking Sense of Urgency COMPETENCIES and related BEHAVIOR needed to Satisfy Clients/Customers and Management Strategic Thinking Demonstrating an integrated Business approach Spotting problems early to prevent them getting bigger Leadership Communicating vision/direction clearly and unambiguously Make Plan Taking responsibility for decisions, actions and results
  • 24.
    Assessment (example) Entrepreneurship Strategic Thinking Makes Plan Knows the Business Leadership People Skills Corporate Values Set Aggressive goals Drives for results demonstrates a strong commitment to organizational success Works to do what is best for all stakeholders. Financial Acumen Understand the meaning and implications of key financial indicators Manages overall financial performance Leads sound financial processes tailored to maximize profitability Driving Execution Assigns clear authority and accountability Manage change, while maintaining operating effectiveness Integrates efforts across units and functions, monitors results, tackles problems directly and with urgency
  • 25.
    Phase 3: Training& Development drives performance ..W hat our best people do more often, in more situations, with better results Training can enhance behaviors and results - which are related to effective performance in a particular job. Development is vital to the successful delivery of desired results. Training not only prepares the individual for superior performance but motivates and retains good performers.
  • 26.
    1. IDENTIFY THETRAINING REQUIREMENT: Identify, prioritise the skills required for superior perfor- mance in the position 2. COMPOSING THE TRAINING PROGRAM Divide the roles between the team members TRAINING NEED ANALYSIS 3. DECISION MAKING Evaluate/compare information/ Identify positive/manage gaps versus needs 4. INDUCTION AND DEVELOPMENT Include plans for bridging skills gaps
  • 27.
    Training Framework EntrepreneurshipKnow the Business Strategic Thinking Makes Money Leadership People Skills Corporate Values Marketing Sales Operations Finance Human Resources Management Competencies BUSINESS PEOPLE FUNCTION Competency Category Development Focus Manage coaching to strengthen Abilities Organize experiences to improve Skills Provide platforms to transfer Knowledge
  • 28.
    Training Needs Analysis Desired Results 3 to 5 objectives related to: Responsibilities Team Scorecard Desired Behaviour 3 to 5 behaviors related to: Job Profile Competency Assessment
  • 29.
    Development for TeamLeaders Individual Contributor Team Leader Functional Manager Functional Development Business Development People Development Product Management Knowing Watch business Job Introduction International Brand Management Situational Leadership II Project Management Managing Marketing (IMD) Motivating People Introduction to business Strategies N/A Executive Development (Wharton) Advanced Management (INSEAD)
  • 30.
    Assess Readiness Objectives Focus Development Potential B-Players Potential A-Players Target Role-plays/Excercise 360 o Feedback (PDI) Round Tables Role-plays/Excercise 360 o Feedback (PDI) Round Tables Methods Execution Cambria Personnel Decision International Outcomes Short Report Development Plan Short Report Extended Report Development Plan Follow Up Coaching Dev. Plan Corporate Training Mentoring & Coaching Composition Group of 30 participants Group of 20 participants Estimated Costs $ 30,000 $ 50,000 Developing Leaders
  • 31.
    Examples of Training Middle Mgmt MT Situational Leadership Awareness creating Needs analysis (skills building workshop) Timing for Leadership program Month 1 Month 2 Competency enhancing (seminar) Month 3
  • 32.
    Project Management TrainingTarget Group B Players with potential Modules Mufti-tasking. Activity planning Timeline and Deliverables Faculty Kepnor Tregor Champion CEO Project Mgr. Human Resources Time Cons. 2 days Start Planned : May 2008 Attendees 25 per program
  • 33.
    Modules : Marketing Strategy Faculty : Insead, Harvard, Kellogg, Delivery : External Champion : President The CompanyBusiness Project Mgr. Human Resources Time Cons. : 3 x 5 days spread over 1 yr. Start Planned: September 2008 Attendees : 25 senior leaders Business Strategy
  • 34.
    Finance Training Target Group B Players with potential for growth Modules Business Developments, Project costing Value Creation, Business Controls, Faculty Corporate Finance Champion CFO Project Mgr. Finance Expert (to be selected) Time Cons. 2 x 5 days spread over 1 yr. Start Planned : December 2008 Attendees : 25 per program
  • 35.
    Phase 4: SuccessionPlanning Top Management Senior Man a gement Management Performance Mgmt. Career Mgmt. Strategic Mgmt. Development Plans Career Tracking Competency Validation Succession Planning
  • 36.
    Succession Planning helpsto identify possible successors and those "high potential" candidates, whose rapid development earmarks them for greater position opportunities or key management positions. Getting the right person in the right job is the goal. Training current employees for roles that may not exist now, but most assuredly will exist in the future. Succession Planning will be conducted for - Director level (i.e. 3rd level) and up. Creating a graphical, easy-to-understand organization chart with visual identification of positional successors and candidate readiness. Succession process evaluates candidate readiness (promotion capacity) as direct correlative competency to success. Succession Planning allows for appraisals and customized views of individuals as well as any development hurdle to preparedness. It also facilitates the identification of those employees whose rapid development earmarks them for greater opportunities. Succession Planning assists in successor selection process, comparing logical and targeted candidates on a broad range of parameters, including job fit and development opportunities. .
  • 37.
    Development assignmentsset the stage for a continuous process of identifying strengths, talents and abilities of employees, as well as helping to define their career goals. Also, identified employees that are ready for greater job responsibilities and that should participate in OJT (on-the-job) training as well as on temporary rotational assignments with greater responsibility in order to be ready for promotional opportunities. Regular assessments of employee performance and potential for responsible roles in the future will help map out a people strategy. Identified Successor = ready now Identified Successor = ready 2 -3 years Identified Successor = ready longer term 3-5 years
  • 38.
  • 39.
    Career Planning -example Establish a Finance function that is seen as a key contributor to business success and growth Participle actively in drafting operational strategies Initiate and facilitate improvements of business processes Find and apply Best Practices in Finance Manage Finance as a service oriented unit
  • 40.
    Career Track inFinance – an example Entry position Development position Main Career Path Fin.Accountant Fin.Analyst Internal Aud. Gen. Accountant Gen. Accountant Auditor Controller Controller Mgr.Budget Planning Sr.Auditor Mgr.Staff Dep. Mgr.Marketing General. Mgr. President VP Finance
  • 41.
    Results ofCareer Planning Being a member of the wining management team Learning and developing in terms of the wider implications of strategic thinking and consequences of not doing so How the Finance function can best contribute to the business and individuals can be better utilized Focusing on continuous improvement as a competitive advantage towards value added business processes
  • 42.
    Implementation Plan FirstDesign of New Framework - April ‘08 Discussion concept with senior leaders Assessment & Outcomes Communication results to Sr. Management Infusing final design (August ) Integrating and re-new (FY’09 )