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CANADIAN COAST GUARD AUXILIARY - PACIFIC
SUCCESSION PLANNING
CANADIAN COAST GUARD AUXILIARY - PACIFIC
2010
CANADIAN COAST GUARD AUXILIARY - PACIFIC
A Succession Plan
• Every company, business, and organisation needs to have a plan in place to ensure a smooth transition, for when someone leaves for whatever reason.
• This plan will allow that organisation to flourish
• The CCGA-P is no different
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Developing a Succession Plan
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Where to Start
• Identify areas within the station’s volunteers where significant loss of knowledge and skills will be or could be occurring in the near future.
• Identify the “high value” knowledge and skills (coxswains, station leaders, training officers).
• Based on the above criteria, initiate succession planning for those positions.
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Identify Staff Levels and SKA’s
• Which functions will remain unchanged?
• What functions may be downsized or
discontinued? Boating safety?
• What functions may need to be expanded?
Deputy Training Officers?
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Identify Staff Levels and SKA’s
• What functions, if any, will be consolidated?
None?
• Will the projected workload volume increase
or decrease? Increase?
• Will staff levels change? If so, how? Extra
coxswain required?
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Identify Staff Levels and SKA’s
• What SKA’s are needed to perform the
targeted job functions?
• What extra training is required? RHIOT,
Station Trainers Course, ARTE Course,
SARnav Course?
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Forecast Skills and Knowledge Gaps
• List critical knowledge and skill gaps that exist
or will exist due to retirements and potential
turn-over.
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Develop a Plan
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Develop a Plan
• Station management agrees to replacements
• Approach possible replacements and sound
them out
• Develop a knowledge transfer plan,
communicate, implement and monitor it
• Evaluate the possible replacements progress
and revise as necessary
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Knowledge Transfer
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Knowledge Transfer
• The process of sharing knowledge between on person and another
• If knowledge has not been absorbed, it has not been transferred
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Types of Knowledge: Explicit
• Structured – Data elements that are organized in a particular way for future retrieval; e.g., documents, databases, spreadsheets
• Unstructured – Information not referenced for retrieval; e.g., emails, images, audio or video selections
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Types of Knowledge : Tacit
• Knowledge that people carry in their heads.
• It is difficult to assess and access, as most
people are not even aware of what they
possess or how it is of value to others.
• It provides context for ideas, experiences,
people, and places and is not easily captured.
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Knowledge Transfer/ Management Strategies 1
• Recommended Practices– Documenting processes– Document library– Manuals for positions– Trail period in position– Shadowing a position – Lessons Learned Debriefing– Mentoring– Structured On-the-Job training
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Position Shadowing - What
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Position Shadowing - What
• Spending time with someone in their position
to observe and learn about a particular
occupation.
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Position Shadowing Tips
• Share a little history of the position
• Talk about the roles & responsibilities
• Describe the personal attributes that match
the position
• Discuss knowledge requirement and skills
required for the position
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Structured OJT - What
• Instruction usually involving learning skills or
procedures in a hands-on manner following a
defined process.
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Structured OJT - Tips
• Use good performers• Provide training after analysing the job,
breaking into tasks, and develop procedures and aids for teaching
• Describe, Describe & Demonstrate, Trainee Performs, Trainee Describes & Performs, Trainee Practices
• Tell trainee where to go for help and provide follow-up
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Leadership Development
Variety of Experiences +
Challenging Assignments +
Ability & Willingness to Learn
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Succession Plan Summary
• The succession plan summary shown, is
included only as an illustration of what the
planning involves
CANADIAN COAST GUARD AUXILIARY - PACIFIC
SUCCESSION PLAN SUMMARY
ORGANIZATION:_STATION 13____________________
Ready in
3 + Yrs
Ready in
1–3 Yrs
Ready in
< 1 Yr
Open in
3 + Yrs
Open in
1–3 Yrs
Open in
< 1 Yr
Succession Candidate
Names
Position
VulnerabilityIncumbent
NameKey Position
Title
Station Leader
Coxswain
Pugh
Pew
Barney
McGrew
Cuthbert
Dibble
Grubb
XXX
Barney
Wright
CANADIAN COAST GUARD AUXILIARY - PACIFIC
Succession Plan Summary
• The succession plan is necessary for a
healthy station, and consideration needs to
take place today, and be regularly reviewed.
• The sudden departure of a coxswain or
station leader can be difficult to overcome,
especially if unplanned.