©2015 Optimum Performance HR Consultants

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Optimum Performance

In-House Training Workshops

Developing Your HR Metrics, Analytics &

Forecasting Understanding &

Capability 1

Fact: In almost every organisation we have workedwith over the past 20 years annual labour costs haveexceeded 60% of all operating expenditure incurredeach year

Fact: In these same organisations little if anything isregularly done to consistently measure, report andevaluate how effectively this cost is being managed,where performance is effective, and whereintervention and improvement is required

Conclusion: When properly developed and executed,HR Workforce Metrics and Analytics enable theCEO/SMT, Department Heads, Line Managers andthe HR Team to continuously review andsystematically identify those area where currentworkforce management is acceptable and thosewhere intervention and improvement are required.

They provide an outstanding opportunity todramatically improve labour productivity,utilisation, capability and resourcing across all areasof the organisation

Workforce Metrics

Reporting Workforce Compliance & Risk

Reporting Workforce Productivity & Utilisation

Reporting Workforce Capability & Engagement

Reporting Workforce Labour Demand & Sustainability

Reporting Workforce Labour Supply & Bench-Strength

Reporting HR Department Effectiveness

Workforce Inputs

Making sure your workplace is fair, ethical, caring & safe to all

Making sure your workplace is efficient, effective and finely tuned

Making sure your workplace trains, develops, communicates &

nurtures its employees

Making sure you workplace structures, headcount &

composition compliment future business plans & objectives

Making sure your workplace is never short of the people & skills

you require

Making sure your HR Team are working on the business and not

in the business

Workforce Outputs

Optimising compliance & cost management, minimising litigation,

fines, prosecutions & lost time

Optimising consumer pricing or profit margins, minimising annual

labour costs & expenditure

Optimising customer satisfaction & retention, minimising replacement

costs

Optimising labour forecasting & budgeting, minimising duplication,

surplus & waste

Optimising labour availability, minimising excessive recruitment &

contractor costs

Optimising contribution & value to the organisation, minimising red-

tape, paperwork & regulation

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Our HR Metrics Reporting Model

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One-Day• Introductory Training Workshops

Two-Day• Advanced Training Workshops

Three-Day• Transformational Masterclasses

All Custom-Designed to Meet Your Specific Needs

Your In-House Training Workshop Options

If you are seeking to develop the understanding & capabilityof your HR Team, C-Level Executives or Line Managers we offeran extensive range of custom-designed, in-house HR Metrics &Analytics training programs for you to choose from

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One

-Day

Intr

oduc

tory

•Reporting & Managing Workforce Productivity & Efficiency

•Reporting & Managing Workforce Capability & Engagement

•Reporting & Managing Workforce Bench-Strength & Depth

•Reporting & Managing HR Department Effectiveness

Two-

Day

Adva

nced

•HR Metrics & Analytics

•Workforce Planning & Resourcing

•HR Department Strategic Capability

Thre

e-Da

y Tr

ansf

orm

atio

nal

•Winning Your Seat at the Executive Table

Your In-House Training Workshop Menu

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Participant Workbook•Within 7 days of your

scheduled workshop commencement date, we will email you a soft-copy/pdf format participant workbook for printing, collation and hand-out to all participants upon workshop commencement

Instruction Manual•Within 7 days of your

workshop completion date, we will email you a soft copy/pdf format instruction manual providing you with detailed models, guidelines, templates, formulas and definitions applicable to the workshop you have attended

Optional Software Tool• If you select our two-day

Advanced HR Metrics & Analytics Workshop you can order a copy of HR Metrics & Analytics Software Reporting Tool for only 50% of the standard price

• If you select our three day Strategic HR Management Transformational Masterclass you will receive a complimentary copy (That’s right, free of charge!)

Optional ExtrasIf you select our three day Strategic HR Management Transformational Masterclass you can additionally request: -Pre/Post-Workshop Electronic SurveysPre/Post Workshop Focus GroupsIncorporation of local data and case studies

Your In-House Training Workshop Benefits

Why not combine a short, sharp Executive Engagement Presentation with your selected training program?

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Objectives, logic, formulas, definitions and costing models are provided for each Key Performance Indicator

1.Workforce Absenteeism

5.Workforce Flexibility

9.Workforce Knowledge

Management

13.Workforce Satisfaction

17.Workforce Training &

Development

2.Workforce Corporate

Governance

6.Workforce Headcount

10.Workforce Performance Effectiveness

14.Workforce Sourcing

18.Workforce Turnover

3.Workforce Demographics

7.Workforce Health & Safety

11.Workforce Recruitment

15.Workforce Succession Planning

19.Workforce Utilisation

4.Workforce Diversity

8.Workforce Involvement

12.Workforce Remuneration

16.Workforce Talent

Management

20.HR Department Effectiveness

Our HR Metrics & Analytics

Instruction Manual

More than 130 pages in length, our

HR Metrics & Analytics Instruction

incorporates 20 separate Workforce

Management Reports containing

more than 250 specific KPI’s for you

to choose from…plus our ten

essential pre-requisites for

success!

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Reporting Workforce AbsenteeismMeasuring unplanned/ planned absenteeism by managerial & staff sectors;Measuring average hours lost per FTE employee;Measuring FTE replacement staff;Measuring $ cost per day;

Reporting Workforce Corporate GovernanceMeasuring unfair dismissal claims lodged/upheld;Measuring harassment/ discrimination/ bullying claims received/upheld;Measuring $ cost of litigation & claims settlement;Measuring outstanding leave liability & $ cost;

Reporting Workforce HeadcountMeasuring changes in permanent; fixed –term & casual employees;Measuring changes in long term-absences;Measuring approved/ outstanding vacancies;Measuring external contractor utilisation & $ expenditure;

Measuring Workforce Health & SafetyMeasuring incident frequency & duration rates;Measuring average claim duration and $ cost;Measuring annual $ workers compensation premiums and overhead costs incurred;

Reporting Workforce Productivity/ UtilisationMeasuring labour hours used & expenditure incurred by: -Permanent staffCasual staffOvertimeExternal Contractors;Measuring $ labour expenditure as a % of revenue or income;Or as a % of total operating costs

Reporting Workforce RecruitmentMeasuring average vacancy approval and duration rates;Measuring average claims filled/outstanding per period;Measuring average $ cost per position filled;Measuring average new hire retention rate;Measuring average new hire satisfaction rate;

Reporting Workforce SatisfactionMeasuring exit interview data in relation to: -Reasons for Leaving; Working environment;Work Pressures;Working Relationships;Reward & Recognition;Remuneration & Pay;Development & Progression;

Reporting Workforce Succession PlanningSuccession Planning pool % incumbent coverage;Talent Management program % Succession Planning pool coverage;% of new appointments made internally;

Reporting Workforce Training & DevelopmentMeasuring average $ training expenditure per managerial & staff sectors;Measuring average training hours per managerial & staff sectors;Measuring annual $ expenditure in tertiary sector/TAFE courses & Programs;

Reporting Workforce TurnoverMeasuring unplanned/ planned turnover by managerial & staff sectors;High potential & talent management staff;Measuring $ cost of replacement by managerial & staff sectors;

Our HR Metrics Spreadsheet Reporting Software –Included KPI’s

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Demographics

Satisfaction

Training & Development

TurnoverAbsenteeism

Corporate Governance Utilisation

Headcount

Health & Safety

Recruitment

Succession Planning

Decide which of our 10 HR Metrics Workforce Management Reports you wish to use for each of your designated Departments.

(Select some or select them all!)

Determine your desired reporting frequency for each selected Workforce Management Report

(I.e. Monthly, quarterly, half-yearly)

Step Two

Our Spreadsheets - Setting up Your Workforce Management Reports

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Our Spreadsheets - Setting up Your Data Input

Step ThreeFi

rst

Determine and capture your

desired raw data using our

Instruction Manual to guide

you Seco

nd

Key your data into each

selected spread-sheet for each

designated reporting period Th

ird

Insert your traffic lights and additional

commentary as required

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Periodic Turnover ReportDepartment: Manufacturing

Key Performance Indicator Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Nov-14 Dec-14 Year To Date This Time

Last Year

Variation Against This

Time Last Year

Projected Year End

Target/Budget

Variation Against Target/

Budget

Nbr of unplanned turnovers

23.0 45.0 34.0 34.0 44.0 44.0 224.0 200.0 24.0 448.0 400.0 48.0

Nbr of planned turnovers

2.0 3.0 4.0 2.0 2.0 2.0 15.0 15.0 0.0 30.0 45.0 -15.0

Nbr of turnovers (Combined)

25.0 48.0 38.0 36.0 46.0 46.0 239.0 215.0 24.0 478.0 445.0 33.0

% turnovers (Combined)

20.00% 23.00% 24.00% 32.00% 21.00% 22.00% 23.67% 22.00% 1.67% 23.67% 21.00% 2.67%

Nbr of unplanned turnovers- Managers

2.0 3.0 2.0 2.0 3.0 1.0 13.0 12.0 1.0 26.0 25.0 1.0

Nbr of unplanned turnovers- Staff

23.0 45.0 36.0 34.0 43.0 45.0 226.0 222.0 4.0 452.0 400.0 52.0

Nbr of unplanned turnovers - High Performers

3.0 2.0 3.0 4.0 4.0 4.0 20.0 19.0 1.0 40.0 42.0 -2.0

Nbr of unplanned turnovers - Low Performers

6.0 5.0 7.0 2.0 4.0 9.0 33.0 34.0 -1.0 66.0 66.0 0.0

Nbr of unplanned Turnovers - Talent Pool

7.0 8.0 6.0 4.0 5.0 10.0 40.0 48.0 -8.0 80.0 81.0 -1.0

Total $ replacement cost Managers

$375,000 $375,000 $525,000 $300,000 $375,000 $675,000 $2,625,000 $2,175,000 $450,000 $5,250,000 $5,666,000 -$416,000

Total $ replacement cost Staff

$675,000 $375,000 $525,000 $300,000 $375,000 $675,000 $2,925,000 $2,175,000 $750,000 $5,850,000 $5,666,000 $184,000

Total $ replacement cost Combined

$1,050,000 $750,000 $1,050,000 $600,000 $750,000 $1,350,000 $5,550,000 $4,350,000 $1,200,000 $11,100,000 $11,332,000 -$232,000

Commentary:

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Periodic Turnover ReportDepartment: Manufacturing

Key Performance Indicator Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Nov-14 Dec-14 Year To Date This Time

Last Year

Variation Against This

Time Last Year

Projected Year End

Target/Budget

Variation Against Target/

Budget

Nbr of unplanned turnovers

23.0 45.0 34.0 34.0 44.0 44.0 224.0 200.0 24.0 448.0 400.0 48.0

Nbr of planned turnovers

2.0 3.0 4.0 2.0 2.0 2.0 15.0 15.0 0.0 30.0 45.0 -15.0

Nbr of turnovers (Combined)

25.0 48.0 38.0 36.0 46.0 46.0 239.0 215.0 24.0 478.0 445.0 33.0

% turnovers (Combined)

20.00% 23.00% 24.00% 32.00% 21.00% 22.00% 23.67% 22.00% 1.67% 23.67% 21.00% 2.67%

Nbr of unplanned turnovers- Managers

2.0 3.0 2.0 2.0 3.0 1.0 13.0 12.0 1.0 26.0 25.0 1.0

Nbr of unplanned turnovers- Staff

23.0 45.0 36.0 34.0 43.0 45.0 226.0 222.0 4.0 452.0 400.0 52.0

Nbr of unplanned turnovers - High Performers

3.0 2.0 3.0 4.0 4.0 4.0 20.0 19.0 1.0 40.0 42.0 -2.0

Nbr of unplanned turnovers - Low Performers

6.0 5.0 7.0 2.0 4.0 9.0 33.0 34.0 -1.0 66.0 66.0 0.0

Nbr of unplanned Turnovers - Talent Pool

7.0 8.0 6.0 4.0 5.0 10.0 40.0 48.0 -8.0 80.0 81.0 -1.0

Total $ replacement cost Managers

$375,000 $375,000 $525,000 $300,000 $375,000 $675,000 $2,625,000 $2,175,000 $450,000 $5,250,000 $5,666,000 -$416,000

Total $ replacement cost Staff

$675,000 $375,000 $525,000 $300,000 $375,000 $675,000 $2,925,000 $2,175,000 $750,000 $5,850,000 $5,666,000 $184,000

Total $ replacement cost Combined

$1,050,000 $750,000 $1,050,000 $600,000 $750,000 $1,350,000 $5,550,000 $4,350,000 $1,200,000 $11,100,000 $11,332,000 -$232,000

Commentary:

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Our Spreadsheets - Setting up Your Corporate Reporting

Step Four

Receive your automatically generated corporate graphs

Receive your automatically generated corporate reports

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TurnoverCorporation

Key Performance Indicator Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Nov-14 Dec-14 Year To Date This Time

Last Year

Variation Against This

Time Last Year

Budget

Projected Year End

Target/Budget

Variation Against Target/Budget

Nbr of Unplanned turnovers

69.0 135.0 102.0 102..0 132.0 132.0 #N/A #N/A #N/A #N/A #N/A #N/A 672.0 600.0 72.0 1344.0 1100.0 244.0

Nbr of Planned turnovers

6.0 9.0 12.0 6.0 6.0 6.0 #N/A #N/A #N/A #N/A #N/A #N/A 45.0 45.0 0.0 90.0 90 0

Total nbr of Workforce Turnovers (combined)

75.0 144.0 124.0 108.0 138.0 138.0 #N/A #N/A #N/A #N/A #N/A #N/A 717.00 645.0 72.0 1434.00 1200 234.0

% Workforce Turnovers - Combined)

10% 19.00% 17.50% 17.50% 18.50% 18.50% #N/A #N/A #N/A #N/A #N/A #N/A 16.83% 15.00% 1.83% 16.83% 14.00% 2.83%

Nbr of Unplanned Turnovers-Management

20.0 55.0 36.0 32.0 48.0 44.0 #N/A #N/A #N/A #N/A #N/A #N/A 235.0 198.0 37.0 470.0 400.0 70.0

Nbr of Unplanned Turnovers- Staff

49.0 80.0 66.0 70.0 84.0 88.0 #N/A #N/A #N/A #N/A #N/A #N/A 437.0 365.0 74.0 874.0 700 174.00

Nbr of Unplanned Turnovers - High Performers

15.0 28.0 18.0 14.0 22.0 18.0 #N/A #N/A #N/A #N/A #N/A #N/A 115.0 90.0 25.0 230.0 160 70.0

Nbr of Unplanned Turnovers - Low Performers

20.0 35.0 23.0 28.0 36.0 32.0 #N/A #N/A #N/A #N/A #N/A #N/A 174.0 125.0 49.0 348.0 300 48.0

Nbr of Unplanned Turnovers - Talent Pool participants

3.0 5.0 4.0 2.0 2.0 1.0 #N/A #N/A #N/A #N/A #N/A #N/A 17.0 10 7.0 34.0 15 19.0

Total $ replacement cost to the organisation -Management

$1,125,000 $1,125,000 $1,575,000 $900,000 $1,125,000 $2,025,000 #N/A #N/A #N/A #N/A #N/A #N/A $7,875,000 $6,525,000 $1,350,000 $15,750,000 $13,000,000 $2,750,000

Total $ replacement cost to the organisation -Staff

$2,025,000 $1,125,000 $1,575,000 $900,000 $1,125,000 $2,025,000 #N/A #N/A #N/A #N/A #N/A #N/A $8,775,000 $6,525,000 $2,250,000 $17,550,000 $11,000,000 $6,550,000

Total $ replacement cost to the organisation -Combined

$3,150,000 $2,250,000 $3,150,000 $1,800,000 $2,250,000 $4,050,000 #N/A #N/A #N/A #N/A #N/A #N/A $16,650,000 $13,050,000 $3,600,000 $33,300,000 $24,000,000 -$9,300,000

Receive Your Automatically Generated Corporate Data Report

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Receive Your Automatically Generated Corporate Graphic Reports

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Receive Your Automatically Generated Corporate Graphic Reports

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Hi there, thankyou for visiting our In-House Training Workshop offering. We hope thatyou like what you see! In considering whether to utilise our services there are a coupleof things I would like to share with you as follows:-

Over the past 20 years we have designed and facilitated hundreds of public and in-house HR Metrics and Analytics training workshops throughout Australia, NewZealand, Fiji, South Africa, Singapore, Hong Kong and Malaysia, which at last countexceeded in excess of 4,000 participants.

All of our training programs are hand-crafted, based upon custom design work we havepreviously undertaken with a diverse range of clients. We know that they are practical,that they are contemporary and that they are effective because our clients have toldus so! Perhaps this is why many of them re-engage with us, or refer us to theircolleagues in other organisations.

When properly understood and executed Analytical HR Management holds the keythat unlocks the door to the executive table. By developing and implementing qualityHR Metrics and Analytics throughout their organisations, Human ResourcesDepartments create the conduit by which they can stop working in the business andstart working on the business instead…ignore at your peril!

Stephen MooreFounding Director

Optimum Performance

HR Consultants

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Who Has Already Used our In-House Training Services?

A sample of our many satisfied customers……

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