Plan to Succeed: Building a strategic talent management plan

© 2013 Halogen Software. All rights reserved

PLAN TO SUCCEED: Building a Strategic

Talent Management Plan


Presenters

Tim Mulligan• HR Leader at Zoological Society overseeing

a team of nearly 20 HR professionals for the 3,000 employee society

Sean Conrad• has worked with numerous technology

organizations with a focus on enabling end-user organizations to successfully implement software solutions for over 15 years


Elevate HR to a Position of Primacy

“Without a doubt, the head of HR should be the second most important person in any organization. From the point of view of the CEO, the director of HR should be at least equal to the CFO.”

Jack Welch, Winning


Overview

• __ ______ • _____ _________ _____• ___ ___ _ ____• __________ _____ ___ __________• _______ __________ ___ _____• ______ ___ ____ ____ _____• _____ _________ ____• ________ _______ • ________

• Our Company • Talent Management: Before• Need for a plan• Identifying goals and priorities• Defining HR priorities and goals• Putting the plan into place• Talent Management: After• Measuring results • Questions


Company Overview

• __ _________ ______ __ __ ____ __ _ ________ ____________

• ___ ______ ____ _____ • __ ___ ______

• The Zoological Society of San Diego is a 3200-employee organization

• Been around over 90 years • Not-for-profit


Reason for Change

• ________ ____ ______ ___ __ ______ • ___________ __ ___ ___ ___________

______ ____ __ ____ __ _____• ___ ___ ________ ______________• _______ ___________ _________

• Strategic plan rolled out in January 2005

• Introduction to pay-for-performance system that is tied to goals

• Need for employee accountability• Employee recruitment/retention


Our Talent Management Program BEFORE


% of Organizations Currently Doing Strategic

Talent Management Planning

Source: Halogen Software Strategic Talent Management Planning Survey, April 2010


Why is it Important?

CEOs wonder:• Are we all pulling in the same

direction?• Are we falling behind? • Are we improving productivity?• Will we hit our numbers?• Can we keep our best

employees?• Prove it!

Source: Why Employee Performance Management Matters to CEOs Author: Creelman Research


Why is it important?

Companies who integrate their talent management processes see significantly greater performance gains, and can measure a correlation between their talent management efforts and business operational results.

Aberdeen Group


The Strategic Planning Process


The Need for a Strategic Talent Management Plan

• What were our goals and priorities over the next 3 – 5 years?• How were these tied to the Society’s

goals? • Strategic plan?


Step 1: Identifying Organizational Goals/Priorities



Importance of Identifying Goals


Identifying Organizational Goals and Priorities

___ _____ _ ___ ________ ___1. Create a new Strategic Plan


Step 2 – Identify Organizational Drivers

and Challenges


Example

Drivers & Challenges Current customer satisfaction rating is only 75%. High CSAT ratings increase references and improve viral marketing efforts, as well as support ability to meet revenue targets, etc.

Identify Organizational Drivers and Challenges


Step 3 – Gap Analysis


Step 3 – Gap Analysis

Goal Gap Risk

Example Need to increase customer satisfaction by 7% points

• Drop in market share of 13%• Drop in market position from #2 to #3


Gap Analysis

• Where was our organization at, compared with where it wanted to be?

• Example: Succession Planning – we had no program.


Step 4 – Define Your HR Priorities and Goals


Step 4 – Define Your HR Priorities and Goals

Title Coordinate training in customer service competencies for Support organization.

Description Source training courses in customer focus, communication and analytical thinking for the support organization to help improve individual and overall ratings for these competencies.

Due Date •Courses/activities must be identified by end of Q2.

•All courses/activities must be offered/conducted before end of Q4.Measures of Success

•Relevant training courses are sourced by end of Q2.

•Courses are scheduled and held before end of Q4.

•90% of support staff complete the training by end of Q4.Priority HighDependencies Budget for training courses needs to be approved before end of Q1.Resources None other than regular HR staff.Costs Goal is to not exceed $1000/ employee for training.Corporate Goal Supported

Rank #1 in the industry for customer satisfaction


Defining HR priorities and goals

• Highlighted many HR areas needing strategic planning (and improvement!):


Step 5: Talent Management Process Inventory



Step 6 – Measure the Results and Communicate

Successes/Contributions


Step 6 – Measure the Results and Communicate Successes/Contributions

HR Goal Results Audience Method Frequency

1. Relevant course identification

All Managers in Customer Support, VP of Operations

Email Monthly update

Schedule and conduct courses before the end of Q4

Monthly communication re: course schedule/availability

Customer Support Staff completion of required courses on service competencies

Quarterly update of course completion rates by staff


Putting the Strategic Talent Management Plan into Place

• Articulate/evaluate what existing talent management tools were previously in place. What needs to be revised/improved/or thrown out!


Barriers to Implementing Your Strategy



Our Talent Management Program AFTER!


Other Benefits

• Recruit and retain employees• Consistent and formal appraisal process

& competencies across the organization• Reporting• Year-round performance journals• Review Scores can be used for bonus

programs


Other Benefits – Transforming our Culture

Linking Appraisal Results to Compensation:

• Overall Score: 50% Objectives, 50% Leadership Competencies

• Pay-for-performance


Measuring the Results of the Talent Management Plan


Thank you

Tim Mulligan, J.D.Chief Human Resources Officer, Zoological Society of San Diego

[email protected]

Sean ConradSenior Product Analyst, Halogen Software

[email protected]

Read the San Diego Zoo Case Study:www.halogensoftware.com

http://www.halogensoftware.com/customers/stories/san-diego-zoo?source=web&c=ADO_SS_ZOO

Business

Plan to Succeed: Building a strategic talent management plan