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City Of Anaheim
Ryan Crabtree & Ron Lindsey
Preparing For The
Retirement Wave: How To
Create A Succession Plan
Preparing For The Retirement Wave
Preparing For The Retirement Wave
10%
15%
20%
25%
30%
35%
38%!!! According to the U.S. Bureau of Labor Statistics
How Much Of The Local Government Workforce Is At Least 50 Years Old?
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Preparing For The Retirement Wave
More From The U.S. Bureau Of Labor Statistics*:
*2012 Report Data
• The Percent Of General Government Workers 45 Years Old Or Older Is 70.7%!!!
• Photos Show Typical Government Workers (YOUR Staff!)
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Preparing For The Retirement Wave
The Center for State and Local Government Excellence conducted their
annual “State and Local Government Trends” report, and found that:
• 54 percent of the government employers surveyed reported
an increase in retirements in 2015 vs. 2014.
Managers (all types, including Fleet)
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• The positions that government
employers continue to have a difficult
time filling include:
Mechanics
Preparing For The Retirement Wave
For Fleet Managers, two areas of the operation need to be prepared for the retirement wave:
• Line Staff – Technicians, Parts Staff, etc.
• Leadership – Fleet Managers, Shop Supervisors, etc.
Line Staff and Leadership succession planning utilize
similar methods, with some distinct differences.
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Preparing For The Retirement Wave
Succession Planning For Line Staff – What To Do BEFORE Your Technicians Retire
• Invest In Training – Particularly for your junior Technicians, Lube Techs,
etc. This helps prepare them for the opportunities that will occur when the
experienced Technicians retire.
• Collaborate – Work with the Technicians to identify
not only strengths and weaknesses, but what they
want to accomplish (certain specialties, supervision,
etc.).
• Recruit – Work with your Human Resources Department to develop an
internship program. Visit local trade schools and sell your organization!
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Preparing For The Retirement Wave
What Is YOUR Team/Agency Doing
To Prepare For Technician
Retirements?
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Preparing For The Retirement Wave
Succession Planning For Supervisors and Managers – What To Do BEFORE Your
Management Team (Or YOU) Retire:
• Invest In Training – Just as with line staff, training for Supervisors is of
utmost importance. Your existing Supervisors will gain additional skills and
knowledge, and if you start training potential supervisors early with classes
geared towards the fundamentals (basic supervision, Word/Excel training,
etc.) they will be better prepared for the opportunities that will occur when
you or members of your management team retire.
• Collaborate – Work with employees who express an interest in advancing in
the organization. Invite them to “shadow” you or your staff, so they can see if
they would even really LIKE doing the work. Some technicians and other line
staff find they do not want to deal with the constant emails/phone calls,
meetings, and sitting in an office all day long that are all part of
management’s daily routine.
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Preparing For The Retirement Wave
“Field To Office Program” One Way Anaheim Is Addressing Management Retirements
This innovative program
was designed to provide
field or entry level
personnel an opportunity
to develop career-
building skills to prepare
and compete for
supervisory and
management promotional
opportunities throughout
the City. The program
originated within our
Public Works Department
by our Public Works
Director, Natalie Meeks.
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Preparing For The Retirement Wave
“Field To Office Program” Components:
• Supervision And Leadership
• Business Writing Skills
• Career Building And Networking
• “Up The Ante” – These activities were optional and required some
sacrifice on the employees part (using personal time, extra study, etc.) but
were designed to really help each individual prepare for some of what
might face them when they become supervisors/managers.
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Preparing For The Retirement Wave
“Field To Office Program” Supervision And Leadership
• Supervision And Leadership
During this phase, participants received an overview of the principles and practices of
Supervision, Leadership and Communication Styles. Additionally, participants
received information regarding the numerous expectations of being a Public Works
Supervisor or Team Lead during the “A Day in The Life” panel discussion activity. Lastly,
participants were introduced to a team of coaches. The coaches were seasoned managers
and supervisors from various departments and at different levels in the organization.
• Supervision And Leadership – “Up The Ante”
Participants received the opportunity to schedule meetings with members of the coaching
pool for areas of interest, including learning or brushing-up on core competencies such as
being an effective communicator, critical thinking, technical expertise and many more. In
addition, Participants received the opportunity to enroll in a series of assessments that
were evaluated by the coaches, who then provided feedback regarding supervision and
leadership effectiveness.
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Preparing For The Retirement Wave
“Field To Office Program” Write It Right
• Write It Right
Written communication skills are vitally important to
being an effective Supervisor. During this phase,
participants received instruction on basic grammar,
writing professional emails and office documents and
other forms of written communication.
• Write It Right – “Up The Ante Writing Lab”
Participants gained basic writing skills using
examples, mock-scenarios, activities and teaching
techniques.
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Preparing For The Retirement Wave
“Field To Office Program” Career Building
• Career Building
Participants assessed their current career status, their interests and developed a plan
for building a career.
• Career Building – “Up The Ante Mock Interviews”
After taking part in mock interviews, participants received valuable feedback
from panel members about key strengths demonstrated during the interviews, as
well as insight and assistance on areas that are opportunities for improvement.
• Career Building – “Up The Ante Interview Lessons Learned”
Participants received the opportunity for one-on-one coaching meetings with
Human Resources staff, who worked with them to co-create an action plan for
honing interview skills.
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Preparing For The Retirement Wave
“Field To Office Program” Results
How Successful Was The “Field To Office Program”?
• Six of the original 30 participants have already promoted
to supervision/management!
• The program was so popular it has been expanded from
Public Works staff only to being open and available to
all City employees!
• The Association of California Cities – Orange County
awarded Anaheim with the “Golden Hub Of Innovation”
award in 2015 for the Field-To-Office program!
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Preparing For The Retirement Wave
Other Things The City Of Anaheim Is Doing To Prepare For The
MANAGEMENT Retirement Wave (You Can Do Them Too!)
• Cross-Training: Cross functional and cross-divisional
training takes place throughout the organization. This
not only helps prepare employees for upcoming
opportunities, but gives the organization more
“depth.”
• Formal mentoring programs: Volunteer Managers are paired with newly
promoted or prospective supervisors to help guide them through the
complex world of supervision and management.
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Preparing For The Retirement Wave
CALL TO ACTION:
What Is YOUR Team/Agency Doing
To Prepare For YOUR Retirement??
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Preparing For The Retirement Wave
“Field To Office Program”
Contact Information:
Ron Lindsey
714-765-6826
Ryan Crabtree
714-765-6814
Questions?
Thoughts?
Ideas?
Thank You!
