![Page 1: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/1.jpg)
Competency Based Performance and Development
The CalSTRS Cross-functional Approach Presented by: Brenna Neuharth, Kristel Turko and Katie Valdivia
![Page 2: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/2.jpg)
Presenter Introductions • Brenna Neuharth
• Manager of Workforce Planning • Kristel Turko
• Manager of Selection Services, Classification and Compensation and Labor Relations
• Katie Valdivia • Manager of Organizational Development
![Page 3: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/3.jpg)
Kick off Questions • Who is seeing recruitment challenges?
• Technical v. Behavioral
• Do you know where your employee service overlaps are?
• Performance v. Development
• Who has started incorporating Competencies into your programs?
![Page 4: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/4.jpg)
Here is what we hear • Of course you can do it, you’re CalSTRS you
have money!
• Wow, it’s a much longer process and bigger project than we thought.
• How many metrics should we be tracking?
• What kind of technology are you using?
![Page 5: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/5.jpg)
Here is our reality • The Fund has money – it’s a fact • Stewardship – it’s a way of life • Collaboration – it’s the cultural norm • Teamwork – it’s our recipe for success • Technology – MS Office and TRAIN • Transparency – it’s how we stay
accountable
![Page 6: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/6.jpg)
Here are some low cost ideas • Begin identifying sources of data and building
tracking systems • Collect, analyze and report • Use existing resources and repurpose
• CalHR, SHRM, Other Agencies • Find your internal Champions and Evangelists • Build your network of external contacts • Collaborate with your HR Colleagues
![Page 7: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/7.jpg)
Here is how we do what we do Strategic Competency-based Alignment
• Core + Classification Family Competencies • Putting it all together – Cross-functionally
• Recruitment and Selection • Proactive Performance Management • Professional Development and Life-long Learning
![Page 8: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/8.jpg)
Competency Identification 2007 – 2009 Identified Competencies • Organization-wide effort • Focus Groups • Subject Matter Experts (SME) at all levels • Validated by Staff and Leadership
![Page 9: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/9.jpg)
Competencies Established The Results: • CalSTRS Core Competencies • Classification/Job Families
• Classification Family Competencies • CalSTRS Competency Library Created
• Continues to be updated as new classifications are added
![Page 10: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/10.jpg)
Competency Bridging 2012 Identified Executive Key Drivers • One-on-one Executive interviews • Compiled answers, reviewed and prioritized
drivers • Mapped to CalSTRS Competency Library • Identified Leadership Competencies by level
![Page 11: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/11.jpg)
Competency Bridging – cont’d. 2015 Identified Investments-specific • Investment staff and Leadership SME focus
groups • Validated through survey • Aligned to Compensation and Incentive Plan • Mapped for Sustainable Learning and
Development
![Page 12: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/12.jpg)
Bridging Outcomes CalSTRS Leadership Pipeline Model
• Executive to Frontline Manager/Supervisors
CalSTRS Investments Pipeline Model • Investment Officer I to Chief Investment Officer
![Page 13: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/13.jpg)
CalSTRS Strategic Plan
Annual Business Plan
Workforce Plan
Succession Plan
Relationship Pyramid Graphic
![Page 14: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/14.jpg)
Employee Performance Management Cycle
![Page 15: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/15.jpg)
Competency Development Cycle Workforce Planning
Selection Services and
Classification and Compensation
Learning and Development
![Page 16: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/16.jpg)
Cross-functional Benefits - Internal • Cross training and knowledge transfer • Breakdown silos and build the team • Process improvements and efficiencies • Identify overlapping and/or close service
gaps • Multiple perspectives = better outcomes • Maximize limited resources!
![Page 17: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/17.jpg)
Cross-functional Benefits – Org-wide • High performance culture focused on goal
achievement • Demonstrable increase in skill, knowledge,
abilities • Improved services to internal/external customers • Satisfied and engaged employees • High internal promotion/reduction in turnover • HR viewed as experts in talent management
• No more shopping for answers
![Page 18: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/18.jpg)
Cross-functional Challenges • Operational work must continue • Time and Resources constraints • Communication and coordination • Constant change/flexibility/agility • Highly visible and impacts entire workforce • Buy-in/cooperation for matrix management
and shifting workload
![Page 19: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/19.jpg)
Cross-functional Recommendations
• Stay Strategic
• Communication Champions/Evangelists
• Include all impacted parties in development
![Page 20: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/20.jpg)
Implementation - Performance Proactive Performance Management
• Competency-based Annual Performance Reviews
• Year-round Performance Management –Preventative, corrective and adverse
• Annual reporting delivered to Executive • Hi/Lo report for Training Services in support of Training Needs Assessment
![Page 21: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/21.jpg)
Implementation - Development Professional Development Program
• Pre-hire • Onboarding • Development • Career Mastery • Offboarding/Separation/Retirement
![Page 22: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/22.jpg)
Learning and Development
• Almost 200 onsite course offerings a year that are aligned to CalSTRS Competency library.
• Academies for Analysts and Leaders • Blended and informal learning opportunities • Trusted resource in the organization • Online resources and tools on SharePoint sites and
Intranet • Annual Learning Expo
![Page 23: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/23.jpg)
Leadership Development • Executive Development Program • Masters Series
• In development • Managers Academy • Specialized Learning • Leadership Forums & Tool Kit • Cohort Learning
![Page 24: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/24.jpg)
Staff Development • Emerging Leadership Series • Lead Person Training • Analyst Academy • Pre-Analyst Academy • Specialized Learning and Development • Upward Mobility
![Page 25: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/25.jpg)
Ongoing Challenges • Specialists • Flexibility • Compensation and Incentives • Communication • Labor Relations
![Page 26: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/26.jpg)
Top Tips for Success • Be patient and flexible • Be transparent • Be resourceful and creative • Be realistic yet persistent
![Page 27: Competency Based Performance and Development - · PDF fileCompetency Based Performance and Development . ... • High performance culture focused on goal ... support of Training Needs](https://reader031.vdocuments.net/reader031/viewer/2022021421/5aa220ed7f8b9aa0108cc51f/html5/thumbnails/27.jpg)
Your Questions Answered Today, tomorrow and in the future. • [email protected] (916) 414-4927 • [email protected] (916) 414-4954 • [email protected] (916) 414-4943