simple succession implementation plan€¦ · simple succession implementation plan sigma’s...
TRANSCRIPT
-
Talent Replenishment ProcessSIGMASuccession
Simple Succession Implementation Plan
SIGMA’s Simple Succession Planning is a straightforward process for identifying and developing internal talent to replenish existing talent when it exits the organization.
This Simple Succession Implementation Plan provides a roadmap to set your company’s succession program underway. In addition to an overview of information from the Critical Roles workshop, this document outlines a project plan for all 6 stages of SIGMA’s Simple Succession program.
© 2018 SIGMA Assessment Systems Inc. All rights reserved.
-
SIGMASuccession Implementation PlanYour Future. Down to A Science. www.SIGMAAssessmentSystems.com
iidentify critical rolesbbuild success profilennominate successorsaassessdevelopmentneedsddevelop talentmmeasure progress
SIGMASuccession
simple succession processdescription deliverable
Identify which roles your organization should target through its succession program.
Succession Advisory TeamCritical RolesSuccession Implementation Plan
Describe the talent composition required for each critical role at the present time and according to your organization’s future needs.
Critical Role Success ProfilesNomination Committee Members
Select succession candidates for each critical role through a nomination survey.
High-Priority Candidates ListSuccession Bench SummaryAssessment Plan
Summarize the talent profile of each succession candidate, and identify gaps to target through development.
Candidate Succession ProfilesCoaching Plan
Outline or update development plans for each candidate, and track recommended and completed development activities.
Candidate Development PlansCandidate Development Activities Tracker
Update the scorecard tracking various indicators of improved succession planning outcomes.
Talent Progress ScorecardUpdated Succession BenchUpdated Candidate Succession ProfilesUpdated Succession Implementation Plan
2
-
SIGMASuccession Implementation PlanYour Future. Down to A Science. www.SIGMAAssessmentSystems.com3
SIGMASuccession
your succession advisory team
president and ceo
AnnaApple
vp,financeBronwenBlueberry
vp, operations
CarlChestnut
vp, marketing
DeanDamson
director, marketing
Gretchen Grape
director, financeHarriet
Honeydew
director, business
operationsJacksonJackfruit
director, human
resourcesKenneth Kumquat
director, sales
FranklinFig
vp, human resources
EdwinaElderberry
director, director
NameName
director, director
NameName
director, director
NameName
director, director
NameName
director, director
NameName
-
SIGMASuccession Implementation PlanYour Future. Down to A Science. www.SIGMAAssessmentSystems.com
SIGMASuccession
current succession process / recommendationscurrent succession process recommendations
who involvedpersons with input
how decidedforms of selection
criteria
how formal and transparent
degree recognized and understood by
employees
how perceivedmanagement and
employee perceptions
how communicated
information forms and availability
4
-
SIGMASuccession Implementation PlanYour Future. Down to A Science. www.SIGMAAssessmentSystems.com
SIGMASuccession
organizational chart iVery Urgent Strongly Urgent Moderately Urgent Slightly Urgent Not Urgent
apresident / ceobvice-presidentcdirectordsenior manager
emanager
5
manager, manager
NameName
manager, manager
NameName
manager, manager
NameName
manager, manager
NameName
manager, manager
NameName
manager, manager
NameName
manager, manager
NameName
manager, manager
NameName
manager, manager
NameName
manager, manager
NameName
manager, manager
NameName
manager, manager
NameName
manager, manager
NameName
manager, manager
NameName
manager, manager
NameName
manager, manager
NameName
manager, manager
NameName
manager, manager
NameName
srmanager,manager
NameName
srmanager,manager
NameName
srmanager,manager
NameName
sr manager,manager
NameName
srmanager,manager
NameName
srmanager,manager
NameName
srmanager,manager
NameName
presidentAnnaApple
vp,financeBronwenBlueberry
vp, operations
CarlChestnut
vp, marketing
DeanDamson
director, marketingGretchen
Grape
director, financeHarriet
Honeydew
director, business
operationsJacksonJackfruit
director, human
resourcesEdwina
Elderberry
director, sales
FranklinFig
srmanager,marketing
NancyNectarine
srmanager,accounting
OrvilleOrange
srmanager,business
operationsPercivalPlum
sr manager,financeKennethKumquat
srmanager,human
resourcesLeonardLemon
srmanager,sales
MichaelMulberry
srmanager,legal
QuentinQuince
-
SIGMASuccession Implementation PlanYour Future. Down to A Science. www.SIGMAAssessmentSystems.com6
December 2017 Incumbent ListIncumbent Organization Demographics Critical Role Identification Score (Out of 5)
Role Name Retirement Date Age Tenure Urgency External Internal Impact Unique Score
EX President and CEO APPLE, Anna 2025 52 23 2.4 1.1 1.2 3.8 4.3 2.7
VP
Finance
Operations
Marketing
Dir
ecto
rs
Finance
Business Operations
Human Resources
Sales
Marketing
Man
ager
sSIGMASuccession
incumbent overview i
-
SIGMASuccession Implementation PlanYour Future. Down to A Science. www.SIGMAAssessmentSystems.com7
SIGMASuccession
results of questionnaire iJanuary 2018 Critical Role Identification Results
Incumbent Critical Role Identification Score (Out of 5) IncumbentCritical Role Identification
Score (Out of 5)
Role Name Workshop Survey Differ-ence Role Name Workshop SurveyDiffer-ence
EX President and CEO APPLE, Anna 2.7 2.5 - 0.2
VP
Finance BLUEBERRY, Bronwen 2.2 2.8 + 0.6
Operations
Marketing
Dir
ecto
rs
Finance
Business Operations
Human Resources
Sales
Marketing
Man
ager
s
-
SIGMASuccession Implementation PlanYour Future. Down to A Science. www.SIGMAAssessmentSystems.com8
SIGMASuccession
your recommended focus iJanuary 2018 Critical Role Focus
Incumbent Organization Demographics Results of Critical Role Questionnaire (Out of 5)
Role Name Retirement Date Age Tenure Urgency External Internal Impact Unique Score
EX President and CEO APPLE, Anna
2025 52 23 2.4 1.1 1.2 3.8 4.3 2.7
[Notes]
VP
Finance [Notes]
Marketing [Notes]
DIR
Human Resources [Notes]
Business Operations [Notes]
-
SIGMASuccession Implementation PlanYour Future. Down to A Science. www.SigmaAssessmentSystems.com
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
2017
2018
2019
SIGMASuccession
simple succession timeline
9
iidentify critical roles nnominate successors aassessdevelopmentneeds
ddevelop talent mmeasure progressbbuild success profile
iidentify critical roles nnominate successors aassessdevelopmentneeds ddevelop talent mmeasure progressbbuild success profile
-
SIGMASuccession Implementation PlanYour Future. Down to A Science. www.SIGMAAssessmentSystems.com
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
iidentify critical rolesbbuild success profilennominate successorsaassessdevelopmentneedsddevelop talentmmeasure progress
SIGMASuccession
simple succession timeline2017
Current Snapshot JAN
Critical Role Workshop JAN
Critical Role Survey FEB
Succession Implementation Plan FEB
LSBQ Survey MAR
Critical Role Success Profiles APR
Success Profiles Workshop APR
Finalize Success Profiles MAY
Nomination Survey MAY
Nomination Survey Workshop JUN
Assessment Plan JUN
Succession Bench JUN
Assess Hi-Priority Candidates JUL
Development Needs Workshop AUG
Finalize Succession Profiles AUG
Coaching Plan AUG
One-On-One Coaching Sessions SEP
Build Individual Development Plans OCT
Develop Talent Workshop OCT
Finalize IDPs; Follow-Up Coaching NOV
Talent Progress Scorecard
Progress Workshop
Nomination Survey
Process Debrief; Plan for Next Cycle
10
148
28
1 14
15 28
8 21
14
22
1 14
15 28
15 28
15 28
1 21
15 28
14
28
14
15 28
8 21 22
7
21
1 14
-
SIGMASuccession Implementation PlanYour Future. Down to A Science. www.SIGMAAssessmentSystems.com
SIGMASuccession
project plan identify critical roles iwhat
tasks to executewho
persons responsiblewhen
start and end dateshow
resources involved
butdependencies and other
considerations
Complete NDA Company X – Project Lead SIGMA Provides NDA
Org. Demographics; Role Descriptions Company X - HR
HRIS Data; Job Descriptions
Succession Metrics Company X – Project Lead
Summarize Snapshot SIGMA
List of Attendees Company X
Communication to Attendees Company X – Project Lead
SIGMA Provides Draft Communication
Identify Succession Advisory Team Workshop Attendees
Identify Participants for Critical Roles Survey Workshop Attendees
Communication to Participants Company X – Project Lead
SIGMA Provides Draft Communication
Complete Critical Role Survey Company X – SAT
Identify Critical Roles SIGMA
Draft SuccessionImplementation Plan SIGMA
Presentation of Succession Implementation Plan SIGMA
Finalize Succession Implementation Plan SIGMA; Company X
Job Grant Briefing SIGMA
11
Current Snapshot
Critical Role Workshop
Critical Role Survey
Succession Implementation
Plan
-
SIGMASuccession Implementation PlanYour Future. Down to A Science. www.SIGMAAssessmentSystems.com
SIGMASuccession
project plan build success profiles bwhat
tasks to executewho
persons responsiblewhen
start and end dateshow
resources involved
butdependencies and other
considerations
LSBQ Position Descriptions Company X – Project Lead SIGMA Provides Description Template
List of Participants Company X – Project Lead
Communication to Participants Company X – Project Lead
SIGMA Provides Draft Communication
Complete LSBQ Survey Company X – SAT; Incumbents Online Survey
Compile LSBQ Results SIGMA
Build Success Profiles SIGMA
List of Attendees Company X
Communication to Attendees Company X – Project Lead
Validate Success Profiles SIGMA; Company X WORKSHOP
Identify Coaching Needs SIGMA; Company X WORKSHOP
Finalize Success Profiles SIGMA
Incumbent Coaching Plan SIGMA
Identify Nomination Survey Participants Company X – SAT
12
LSBQ Survey
Critical Role Success Profiles
Success Profiles Workshop
Finalize Success Profiles
-
SIGMASuccession Implementation PlanYour Future. Down to A Science. www.SIGMAAssessmentSystems.com
SIGMASuccession
project plan nominate succession candidates nwhat
tasks to executewho
persons responsiblewhen
start and end dateshow
resources involved
butdependencies and other
considerations
Communication to Participants Company X – Project Lead
SIGMA Provides Draft Communication
Distribute Success Profiles SIGMA
Complete Nomination Survey Company X – SAT,
Compile Results SIGMA
List of Attendees
Communication to Attendees Company X – Project Lead
SIGMA Provides Draft Communication
Draft Succession Benches SIGMA
Validate Succession Benches Workshop Attendees Identify Potential Conflicts of Interest
Finalize Succession Benches SIGMA
Communication Plan SIGMA
Candidate Assessment Plan SIGMA
13
Nomination Survey
Nomination Survey Workshop
Coaching Bench
Assessment Plan
-
SIGMASuccession Implementation PlanYour Future. Down to A Science. www.SIGMAAssessmentSystems.com
SIGMASuccession
project plan assess development needs awhat
tasks to executewho
persons responsiblewhen
start and end dateshow
resources involved
butdependencies and other
considerations
Candidate Contact Information Company X – Project Lead
Communication to Participants Company X – Project Lead
SIGMA Provides Draft Communication
Complete Candidate Assessments Company X – Participants
Compile Results SIGMA
List of Attendees Company X – Project Lead
Communication to Attendees Company X – Project Lead
SIGMA Provides Draft Communication
Identify Gaps – Success Profiles vs. Candidates Workshop Attendees
Validate Results Workshop Attendees Identify Potential Conflicts of Interest
Finalize Succession Profiles SGIMA
Candidate Coaching Plan SIGMA
14
Assess High-Priority
Candidates
Development Needs Workshop
Succession Profiles
Coaching Plan
-
SIGMASuccession Implementation PlanYour Future. Down to A Science. www.SIGMAAssessmentSystems.com
SIGMASuccession
project plan develop talent dwhat
tasks to executewho
persons responsiblewhen
start and end dateshow
resources involved
butdependencies and other
considerations
Communication to Participants Company X – Project Lead
SIGMA Provides Draft Communication
Participate in CoachingSessions Company X – Candidates
Compile Individual Development Plans SIGMA
List of Attendees Company X – Project Lead
Communication to Attendees Company X – Project Lead
SIGMA Provides Draft Communication
Present IDPs SIGMA
Identify Developmental Opportunities Workshop Attendees
Finalize Development Plans SIGMA
Compile Development Tracking Summaries SIGMA; Company X
Follow-Up Coaching Sessions Company X – Candidates
15
One-On-One Coaching Sessions
Individual Development
Plans
Develop Talent Workshop
Finalize IDPs and Follow-Up Coaching
-
SIGMASuccession Implementation PlanYour Future. Down to A Science. www.SIGMAAssessmentSystems.com
SIGMASuccession
project plan measure progress mwhat
tasks to executewho
persons responsiblewhen
start and end dateshow
resources involved
butdependencies and other
considerations
Provide Progress MetricsData Company X – HR, SAT
Provide Candidate IDP Updates Company X
Compile Talent Progress Scorecard Results SIGMA
Measure IDP Progress SIGMA
Communication to Participants Company X – Project Lead
SIGMA Provides Draft Communication
Distribute Success Profiles SIGMA
Complete Nomination Survey Company X – SAT,
Compile Results SIGMA
Communication to Attendees Company X – Project Lead
SIGMA Provides Draft Communication
Review Talent Progress Scorecard Workshop Attendees
Review Suite of Success Profiles Workshop Attendees
Review Results of Nomination Survey Workshop Attendees
Determine Next Steps
Update SuccessionImplementation Plan SIGMA
Update Succession Profiles SIGMA
16
Talent Progress Scorecard
Nomination Survey
Progress Workshop
Simple Succession Debrief and
Planning for Next Succession Cycle
-
SIGMASuccession Implementation PlanYour Future. Down to A Science. www.SIGMAAssessmentSystems.com
SIGMASuccession
project plan templatewhat
tasks to executewho
persons responsiblewhen
start and end dateshow
resources involved
butdependencies and other
considerations
17
-
SIGMASuccession Implementation PlanYour Future. Down to A Science. www.SIGMAAssessmentSystems.com
SIGMASuccession
communication plan iwhat
type of communicationwho
audiencewhen
datehow
mediumby
communicator
weekly
monthly
quarterly
annually
18
Status Update SAT Mondays SAT Leader
Status Update EX Start of Month SAT Leader
Planning and Review Managers
Planning and Review Candidates
Planning Meeting SAT
Progress Meeting EX
Intranet Post Candidates
-
SIGMASuccession Implementation PlanYour Future. Down to A Science. www.SIGMAAssessmentSystems.com
SIGMASuccession
assessment plan i
preparatory
pre-assessment
assessment
post-assessment
whenstart and end dates
whattasks to execute
whopersons responsible
howresources involved
butdependencies and other
considerations
19
Identify Targets Company X
Assessment Checklists SIGMA
Succession Program Communication Company X / SIGMA
Draft Communication, Target Email Addresses
Assessment Process Communication Company X / SIGMA
Draft Communication,Rater Selection Form
Targets Complete Rater Selection Form Targets
HR Reviews RaterSelection Form Company X
Compile Rater Information SIGMA
Rater Selection Forms Vetted by Company X
Survey Launch SIGMA
Survey Invitations SIGMA Draft Invitation Communication
Survey Reminders SIGMA Draft ReminderCommunication
Surveys Completed Targets
360 Report Delivery SIGMA
Group Results SIGMA Results Template or Presentation Deck
Recommendations SIGMA
Debrief and Coaching??? SIGMA
-
SIGMASuccession Implementation PlanYour Future. Down to A Science. www.SIGMAAssessmentSystems.com20
SIGMASuccession
contact
Glen [email protected] ext. 233SigmaLeader.com
-
US: SIGMA Assessment Systems, Inc. PO Box 610757 Port Huron MI 48061-0757 P: 800-265-1285 E: [email protected]: Research Psychologists Press, Inc. PO Box 3292 Stn. B London ON N6A 4K3 P: 800-401-4480 E: [email protected]
www.SIGMAAssessmentSystems.com