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Building Your Talent Building Your Talent Pool Pool Through An Through An Emerging Leader Program Emerging Leader Program Bill Byron Concevitch, Chief Talent & Learning Officer Brenda Eubank, Director Talent Development Witness Systems

Building Your Talent Pool Through An Emerging Leader Program Bill Byron Concevitch, Chief Talent & Learning Officer Brenda Eubank, Director Talent Development

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Building Your Talent PoolBuilding Your Talent PoolThrough AnThrough An

Emerging Leader ProgramEmerging Leader Program

Bill Byron Concevitch, Chief Talent & Learning Officer

Brenda Eubank, Director Talent Development

Witness Systems

®

Leadership Development“We define Leadership Development as the expansion of the

organization’s capacity to enact the basic leadership tasks needed for collective work: setting direction, creating alignment, and maintaining commitment.”

The Center for Creative Leadership Handbook of Leadership Development, 2nd Edition

“The call and need of a new era is for greatness, for fulfillment, passionate execution and significant

contribution.”Stephen R. Covey

“…..a leadership development program need not be a ragbag of training programs and benefits. Properly

thought through, it can be a major part of a company’s value proposition – one that competitors can’t even

understand, much less copy.”Harvard Business Review, Reprint R05010C Oct. 2005

Why an Emerging Leader Program?

To develop a talent pool of identified and preparedfuture leaders within the existing core employeebase that provides the ability to continue market

domination, organic growth and acquisition strategies.

Talent PoolTalent PoolSkilled LeadersSkilled Leaders

SuccessSuccess+ =

To design a program that had executive leadership buy-in and focus

To create a balanced focus: Operational Leadership Viewpoints Leadership Competency Framework & Self Awareness

To build a unique program which participants could not experience anywhere else—while building high value for the company

Goals of the Program Design

What it is? ……………..

An investment in the creation of a talent pool for “next

generation leadership” within the global organization, bybuilding a group of situational-ready, organizational-savvyleaders. The program focuses on the tactical skills neededto run the business along with strategic viewpoints and aleadership competency framework.

A “Mission” Statement for the Program

Developing a “talent pool” of Emerging LeadersDeveloping a “talent pool” of Emerging Leaders

Succession Planning – determining a particular spot for each participant

Succession Planning – determining a particular spot for each participant

The Program is About – it is Not….

Development of Leadership Competency Model

Designed based on best

practice models

Designed based on best

practice models Shared with all Company

leaders

Shared with all Company

leaders

Approved by Executive Leaders

Approved by Executive Leaders

#1#1

#2#2

#3#3

Witness Leadership CompetenciesCompetency Description

Leads Witness Systems Culture

Maintains the highest ethical standards; is fair, genuine, able to build trust, alignment, and commitment.

Communicates Effectively Effectively communicates internally and externally in written and oral; listens well.

Able to Create a Strategic Vision

Looks into the future, sees possibilities, thinks strategically, and able to turn the vision of the company into action/successes.

Builds and Leads Effective Teams

Leads people, respects others, is a role model, sets direction, understands group dynamics, partners across the firm to deliver cross-functional success, confronts and resolves conflict; works for the good of the whole.

Adaptable to Change Always ready to move forward, energy where needed, fosters new initiatives, is flexible and comfortable with ambiguity, fosters new initiatives, and is able to achieve success through interpersonal agility.

Able to Drive Financial Results

Is a good steward and able to deliver financial success.

Builds and Maintains Customer Satisfaction

Maintains customer focus, demonstrates industry expertise, leads complex transactions, manages complex and difficult negotiations; leads complex projects and able to leverage all areas of the firm.

Demonstrates Business Savvy

Operationally skilled to improve the business through standards and systematic workflow processes; understands that technology is a key competitive differentiator.

Nominations by the executive team, a core of high-potential achievers

Selection based on a set of pre-defined criteria

Selected participants and their managers required to sign a commitment agreement

The Selection Process

Program Framework

Year-long program (January – December) Four (4) face-to-face sessions Class project determined by senior executive

team Internal senior executive team speakers Outside guest speakers Assessment tools used throughout the program Mentor assignments

LeadershipCompetencies

Internal leaderPerspectives

OperationalResponsibilities

Discovery &Self-Awareness

External LeadershipPerspectives

Every Session

Internal Leadership Perspectives

Views from the CEO, COO, & CFO

Views from the CEO, COO, & CFO

•Product Development•Customer Care•Services

•Product Development•Customer Care•Services

•Finance•Marketing

•Finance•Marketing

•Sales•Channel Re-sellers

•Sales•Channel Re-sellers

Senior Leaders provide a “close-up” view of their operation (something the participants don’t see in an all-leadership meeting)

and share their personal views on leadership.

Senior Leaders provide a “close-up” view of their operation (something the participants don’t see in an all-leadership meeting)

and share their personal views on leadership.

External Leadership Perspectives

Guest Leaders who have

broad experiences

Guest Leaders who have

broad experiences

Share theirpersonal insights

Share theirpersonal insights

Provide examples of success

and failures

Provide examples of success

and failures

Expertise in various leadership roles

Expertise in various leadership roles

Give their advice tofuture key leaders

Give their advice tofuture key leaders

What’s in itfor the guest

leader? An opportunity for the leader …. to interface with a dynamic group of up and coming leaders, share their ideas, talk about their successes and failures, share their passion, and give advice.

External Leadership Perspectives

Developingthe

“Whole” Person

Myers Briggs Type (+facets)

DiSC(Social Behavior)

Values(Aligning Personal Values with Leadership Values)

Benchmarks 360Thomas-Kilmann Conflict Mode (TKI)

Emotional IntelligenceEQI

Creating Greater Self-Awareness

Class Project – “Actionable Learning”

• Assigned by CEO• A snapshot of the project:

– Based on Geoffrey Moore’s model of identifying what is “core” and what is “context” in the business

– Moving “context resources” over to core – building a plan– Implementing a new business model

• Project scope and timeline for deliverables assigned by CEO

• Participants manage the project and how they work together

• Report to CEO, COO, and CFO at milestones• Final presentation to all Leaders (January 2007)

Mentor/Participant Assignments

Participants Each participant assigned a

mentor Review participants strengths,

weaknesses, personality type, etc.

Look at operational gap areas Coach participants on their

responsibilities in working with their mentor

Note: Beware of participants lobbyingfor a particular mentor on their own.

Mentors All Executive Leadership Team

mentors at least 1 participant Assign mentors from different

operational areas than the participant

Align mentor/participant based on personal strengths/weaknesses

Coach mentors regarding their role and the expectations for being a mentor

Each participant has an Individual Development Plan

Meets with manager to discuss goals and progress

Continually modify and update their plan as they grow through the program

Each participant has an Individual Development Plan

Meets with manager to discuss goals and progress

Continually modify and update their plan as they grow through the program

Individual Development Plan

Leadership Development and Financial Success

“This is an investment in global leadership talent focused on broad operational skills, complemented by strategic viewpoints and a leadership competency framework. We're doing this because we believe that people drive growth and that leadership optimizes performance, which will help provide fuel for

our "$550 in 5" goal - and beyond.”

Dave Gould, “Seize the Opportunity,” January 31, 2006

“Every organization needs performance in three major areas: Itneeds direct results; building of values and their reaffirmation; and

building and development people for tomorrow. If deprived of performance in any one of these areas, it will decay and die. All

three therefore have to be built into the contribution of everyexecutive….” Peter F. Drucker, The Effective Executive, pp 55-57

Measurement – the Return on Learning (ROL)

Short term measurements Retention Improved cross-functional sharing = performance

improvement Long term measurements

Tenure – cost savings on recruiting fees of high potential talent

Promotability Improved retention of subordinates Value of Human Capital Knowledge – less turnover

more knowledge remains within the company Identifying success factors of high potentials within

Witness Culture

1) Requires hands-on management (an internal manager/coach to work with each participant and the program details)

2) Special skills to deliver, i.e., certifications on tools, consulting skills, coaching skills, facilitation, and leadership

3) Resource commitment both time and money (significant time from key leaders & participants in the organization)

4) You must “nail” the 1st face-to-face session; it establishes the benchmark for the remainder of the program

Expectations are set Participants begin to buy-in to the commitment they made Participants see the benefits and further champion the program

5) Make it fun!

Potential PitfallsSome things you should know……

How to Get Started

Develop the supporting “white paper” and presentation to key leadership

Why the need? Benefits to the organization Goals of the program How? Components of the program Measurement

Champion the process with Board of Directors, CEO, COO, and others

Develop and use a Leadership Competency Model Manage the nomination/selection process Notify participants & get their signed commitment Deliver & monitor the program

Recommended Resources

Discovering the Leader in YouRobert J. Lee and Sara N. King Jossey-Bass, Inc.

The Effective Executive In Action: A Journal for Getting the Right Things Done

Peter S. Drucker and Joseph A. Maciarello HarperCollins

Investing in Your Company’s Human CapitalJack J. Phillips, Ph.D., AMACOM

Grow Your Own Leaders: How to Identify, Develop and Retain LeadershipWilliam C. Byham Prentice-Hall, Inc.

Leading into the Future - A Global Study of Leadership: 2005-2015American Management Association 2005

What CEOs Expect from Corporate Training:Building Workplace Learning and Performance Initiatives that Advance

William J. Rothwell, John Lindhom, William G. Wallick AMACOM

Center for Creative Leadershipwww.ccl.org