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NAVIGATING THE HR/OD DIVIDE: FOSTERING LEADERSHIP CHANGE AT THE INDIVIDUAL AND GROUP LEVEL April 23, 2013 HR West Conference Melaine Carlascio-Budd Senior HR Manager & Business Partner, Genentech & Kathy Hart, Ed.D. President, ClearVision Consulting

Navigating the HR/OD Divide:Fostering Leadership Change at the Individual and Group Level

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Case study describing phases involved in measuring manager performance based on employee evaluation rating system.

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Page 1: Navigating the HR/OD Divide:Fostering Leadership Change at the Individual and Group Level

NAVIGATING THE HR/OD DIVIDE:

FOSTERING LEADERSHIP CHANGE

AT THE

INDIVIDUAL AND GROUP LEVEL

April 23, 2013

HR West Conference

Melaine Carlascio-Budd

Senior HR Manager & Business Partner, Genentech

&

Kathy Hart, Ed.D.

President, ClearVision Consulting

Page 2: Navigating the HR/OD Divide:Fostering Leadership Change at the Individual and Group Level

Navigating HR/OD Divide Copyright©2013, Kathy Hart and Genentech. All Rights Reserved. www.ClearVisionConsult.com

2 Business Context for Case

• In 2008 Genentech developed the

Management Effectiveness Index (MEI)

• Survey administered internally for select

departments during 2008

• 2011 leadership development initiative for

North American engineering division within

Genentech wanted to revisit the survey

Page 3: Navigating the HR/OD Divide:Fostering Leadership Change at the Individual and Group Level

Navigating HR/OD Divide Copyright©2013, Kathy Hart and Genentech. All Rights Reserved. www.ClearVisionConsult.com

3 Theory Overview

• Engage direct report’s to provide feedback for leadership improvement

• Focus on leader’s strengths

• Clear direction for improvement

Organization

Dept.

Individual

• Leverage multiple systems to support change

Page 4: Navigating the HR/OD Divide:Fostering Leadership Change at the Individual and Group Level

Navigating HR/OD Divide Copyright©2013, Kathy Hart and Genentech. All Rights Reserved. www.ClearVisionConsult.com

4 Key Points for Case Study

• Entry and Contracting

• Survey Tool Development

• Distribution and Reports

• Coaching (1:1 and Group)

• Project Follow-up

Page 5: Navigating the HR/OD Divide:Fostering Leadership Change at the Individual and Group Level

Navigating HR/OD Divide Copyright©2013, Kathy Hart and Genentech. All Rights Reserved. www.ClearVisionConsult.com

5 Entry and Contracting

HR Business Partner Business Leader External OD

ENTRY

• Assess business need

• Determine approach

• Leader understanding

• Business alignment

• Receive request for

service

CONTRACTING

• Logistics and

translator

• Outreach internal and

external

• Pulse on manager /

employee needs

• Decision maker

• Targeted to the

organization and

individuals

• Connection to business

success (vision, mission

and goals)

• Knowledge,

experience and

planning

• Program and

messaging

• Value add at the

org/dept/individual

• Materials

development

Page 6: Navigating the HR/OD Divide:Fostering Leadership Change at the Individual and Group Level

Navigating HR/OD Divide Copyright©2013, Kathy Hart and Genentech. All Rights Reserved. www.ClearVisionConsult.com

6 Contracting Activity

• What are some of your biggest challenges

that you tackle during the contracting

phase?

• Based on what you have experienced

during the contracting phase – what one

piece of advice would you offer?

Page 7: Navigating the HR/OD Divide:Fostering Leadership Change at the Individual and Group Level

Navigating HR/OD Divide Copyright©2013, Kathy Hart and Genentech. All Rights Reserved. www.ClearVisionConsult.com

7 Survey Tool Development

• Key critical behaviors for each of the 11

effectiveness index

• Frequency scale to rate key critical

behaviors

External OD HR Business Partner Business Leader

• Work within limitations

of business request

• Balance needs of the

organization,

department and

individual managers

• MEI was a known tool

• Political drivers for

modification of tool

created limitations

• Deliver results

• Minor modifications

Page 8: Navigating the HR/OD Divide:Fostering Leadership Change at the Individual and Group Level

Navigating HR/OD Divide Copyright©2013, Kathy Hart and Genentech. All Rights Reserved. www.ClearVisionConsult.com

8 Distribution and Reports

• Communication – achieved 90% response

• Layering of data for needs analysis

• Report format (regular & modified) and

customized development recommendations

External OD HR Business Partner Business Leader

Straw documents Key review of materials Final decision maker

Data layout Reporting structure Layering of data

Follow-up phone calls

Report development and

delivery

1:1 follow-up and town

hall meetings

Push communication out

to employees

Page 9: Navigating the HR/OD Divide:Fostering Leadership Change at the Individual and Group Level

Navigating HR/OD Divide Copyright©2013, Kathy Hart and Genentech. All Rights Reserved. www.ClearVisionConsult.com

9 Coaching (1:1 and Group)

• Individual manager coaching based on

report results

• Leadership team

• Extended manager team

External OD HR Business Partner Business Leader

• Deliver 1:1 coaching

• Organization and

department

development plan with

focus areas

• Facilitation

• Review and approval of

development plan

• General support and

assistance to leaders

• Support data results

• Take ownership for data

• Champion the follow-up

work and actions

Page 10: Navigating the HR/OD Divide:Fostering Leadership Change at the Individual and Group Level

Navigating HR/OD Divide Copyright©2013, Kathy Hart and Genentech. All Rights Reserved. www.ClearVisionConsult.com

10 Project Follow-up

• Post survey follow-up

• Roche global involvement

• Final results and on-going actions

External OD HR Business Partner Business Leader

• Global in-country pilot

• Alignment between pre

(local) and post (local

and global)

• Delivery of results

• Support of decisions

and behind-the-scenes

reminders

• Review of results and

cultural alignment

• Development alignment

for follow-up survey

• Balancing local needs

with global involvement

• Champion results and

on-going action

Page 11: Navigating the HR/OD Divide:Fostering Leadership Change at the Individual and Group Level

Navigating HR/OD Divide Copyright©2013, Kathy Hart and Genentech. All Rights Reserved. www.ClearVisionConsult.com

11 Application Activity

• Based on the presentation, what one or

two nuggets of information have you

learned?

• When you get back to work, how might

you apply the lessons you learned in this

session?

Page 12: Navigating the HR/OD Divide:Fostering Leadership Change at the Individual and Group Level

Navigating HR/OD Divide Copyright©2013, Kathy Hart and Genentech. All Rights Reserved. www.ClearVisionConsult.com

12 Thank You and Questions

Melaine Carlascio-Budd

Genentech

[email protected]

Kathy Hart, Ed.D.

ClearVision Consulting

[email protected]