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www.blr.com or www.hrhero.com For On-Demand purchasing information, contact customer service at: 800-727-5257 or E-mail: [email protected] © 2016 BLR ® and HR Hero® —Business & Legal Resources and HR Hero. All rights reserved. These materials may not be reproduced in part or in whole by any process without written permission. Business & Legal Resources (BLR) is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. This program is valid for 1.5 PDCs for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org. Stay Interviews: HR’s Secret Weapon for Strengthening Employee Engagement and Retention Efforts Thursday, September 15, 2016 1:30 p.m. to 3:00 p.m. Eastern 12:30 p.m. to 2:00 p.m. Central 11:30 a.m. to 1:00 p.m. Mountain 10:30 a.m. to 12:00 p.m. Pacific Presented by: Erin Pappo Pamela Zlota Camden Consulting Group This program has been approved for 1.5 credit hours toward PHR and SPHR recertification through the Human Resource Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI website at www.hrci.org.

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Page 1: Stay Interviews: HR’s Secret Weapon for Strengthening

www.blr.com or www.hrhero.com For On-Demand purchasing information, contact customer service at: 800-727-5257 or E-mail: [email protected] © 2016 BLR ® and HR Hero® —Business & Legal Resources and HR Hero. All rights reserved. These materials may not be reproduced in part or in whole by any process without written permission.

Business & Legal Resources (BLR) is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. This program is valid for 1.5 PDCs for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.

Stay Interviews: HR’s Secret Weapon for Strengthening Employee

Engagement and Retention Efforts

Thursday, September 15, 2016 1:30 p.m. to 3:00 p.m. Eastern

12:30 p.m. to 2:00 p.m. Central 11:30 a.m. to 1:00 p.m. Mountain 10:30 a.m. to 12:00 p.m. Pacific

Presented by:

Erin Pappo Pamela Zlota

Camden Consulting Group

This program has been approved for 1.5 credit hours toward PHR and SPHR recertification through the Human Resource Certification Institute (HRCI). For more information about certification or recertification, please visit the HRCI website at www.hrci.org.

Page 2: Stay Interviews: HR’s Secret Weapon for Strengthening

Stay Interviews: HR’s Secret Weapon for Strengthening

Employee Engagement and Retention Efforts Presented by:Erin Pappo

Pamela ZlotaCamden Consulting Group

September 15, 2016

© 2016 Camden Consulting Group A Division of Keystone Partners

Housekeeping

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Page 3: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

We still do things like a small company and we need to do

things like a big company; the fact that they hired you and they want to hear from us is

great.

3

© 2016 Camden Consulting Group A Division of Keystone Partners

Why Conduct Stay Interviews

Conduct Stay Interviews andRetain your Top Talent

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Possible Reasons……………….

Page 4: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

Why Conduct Stay Interviews

Get an Insider’s View of Employee Engagement

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Possible Reasons……………….

© 2016 Camden Consulting Group A Division of Keystone Partners

Why Conduct Stay Interviews

Gain Competitive Edge and Differentiate Based on Your Talent

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Possible Reasons……………….

Page 5: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

Why Conduct Stay Interviews

Take a Temperature Check after a significant Organizational Change

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Possible Reasons……………….

© 2016 Camden Consulting Group A Division of Keystone Partners

Why Conduct Stay Interviews

Align Business Strategy with the Talent Reality

8

Possible Reasons……………….

Page 6: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

Jot Down Your Ideas

Page 9

© 2016 Camden Consulting Group A Division of Keystone Partners

The flexible schedule is big; having the freedom to make our schedule every day; my manager is very respectful that I can't work late and that is a huge factor for

why I stay.

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Page 7: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

Main Topics

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Employee Engagement 101

Business Rationale for Stay Interviews

Stay Factors-Key to Retention

Organizational Readiness and Implications

Identifying THE Target Audience

Communication and Managing the Message

Sustainability

Benefit (for the Organization, Managers and Employees)

© 2016 Camden Consulting Group A Division of Keystone Partners

What is Employee Engagement?

When employees get up in the morning thinking…….“I can’t wait to get to work! I know what I’m going to do today, I’ve got some new ideas, and I’m looking forward

to seeing my friends in the office.”

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Page 8: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

What is Employee Engagement?

Employee engagement is about understanding one’s role in an organization, and being energized about where

you fit in in the organization's mission.

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© 2016 Camden Consulting Group A Division of Keystone Partners

What is Employee Engagement?

Employee engagement is about having a clear understanding of how an organization is fulfilling its

purpose and objectives, and being given a voice in its journey to offer ideas and express views that are taken

account of as decisions are made.

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Page 9: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

What is Employee Engagement?

Employee engagement is about being included fully as a member of the team, focused on clear goals, trusted and empowered, receiving regular and constructive

feedback, supported in developing new skills, thanked and recognized for achievement.

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© 2016 Camden Consulting Group A Division of Keystone Partners

What is Employee Engagement?

Engaged organizations have strong and authentic values, with clear evidence of trust and fairness based on

mutual respect, where two-way promises and commitments – between employers and employees –

are understood and fulfilled.

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Page 10: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

I may not be paid at the market rate but I

appreciate the flexibility with my

schedule and the work culture here.

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© 2016 Camden Consulting Group A Division of Keystone Partners

Why Does Engagement Matter?

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R

Page 11: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners 19

“There are only three measurements

that tell you nearly everything you need to know about an

organization’soverall performance:

employee engagement, customer satisfaction and

cash flow.”

Jack WelchFormer Chairman and CEO, GE

© 2016 Camden Consulting Group A Division of Keystone Partners

Compensation is not a driver for why people

stay here.

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© 2016 Camden Consulting Group A Division of Keystone Partners

Drivers of Engagement (Options for Further Discovery)

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Brand Recognition

Peer Relationships Career Growth

Benefits

© 2016 Camden Consulting Group A Division of Keystone Partners

Jot Down Your Ideas

Page 22

Page 13: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners 23

Mission and Values

Managerial Effectiveness

Compensation

Community Service

Drivers of Engagement (Options for Further Discovery)

© 2016 Camden Consulting Group A Division of Keystone Partners 24

Trust and Fairness

Industry Recognition

Development Opportunities

Perks (Ping Pong, Free Food……)

Drivers of Engagement (Options for Further Discovery)

Page 14: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

It would take a lot to lure me away. I look at the

whole thing and I feel like I hit the jackpot!

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© 2016 Camden Consulting Group A Division of Keystone Partners 26

Page 15: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

I am young so I don’t care about the

Benefits, I think they are neutral. Obviously what I like is the cool office and the good work life balance.

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© 2016 Camden Consulting Group A Division of Keystone Partners

Who Matters?

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Page 16: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

Who Matters?

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Women

© 2016 Camden Consulting Group A Division of Keystone Partners

Who Matters?

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Hard to Fill Skill Set

Page 17: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

Who Matters?

31

© 2016 Camden Consulting Group A Division of Keystone Partners

Who Matters?

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Newly Acquired Company

Page 18: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

Jot Down Your Ideas

Page 33

© 2016 Camden Consulting Group A Division of Keystone Partners

A good day is when the staff have a good day. You

can see it if they are upbeat, if they are working well with the other groups and they are moving things

forward, getting things done. You can

see it in their step.

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Page 19: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

Options for Discovery

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Focus Groups

Manager-Employee Conversations

Expert HR Consultant

Survey

© 2016 Camden Consulting Group A Division of Keystone Partners

Jot Down Your Ideas

Page 36

Page 20: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

They’re starting to care what we think. We

haven’t had a focus group before. This is the first time I’ve ever done this

in 12 years.

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© 2016 Camden Consulting Group A Division of Keystone Partners

Questions and….Questionnaires

1. What is really different here that makes you proud to be an employee?

2. Is your manager effective? If so, what do they do that you value the most? If not, what do you wish they would do more of?

3. What do you like most or least about working here?

4. What might tempt you to leave?

5. What talents are not being used in your current role?

6. What would you like to learn here?

7. What motivates (or demotivates) you?

8. What can your manager do to best support you?

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A Sample

Page 21: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

Stay Interview Process

I. DISCOVERY• Identify objectives

• Review existing employee and customer feedbacksatisfaction scores and key indicative metrics

• Design quantitative and qualitative tools for discovery; choose sample size and population to survey

• Conduct focus groups, interviews and surveys to gather input

• Analyze findings and report results

• Propose areas for focus and possible activities

39

© 2016 Camden Consulting Group A Division of Keystone Partners

Stay Interview Process

II. INSIGHTS• Review findings and recommendations with key stakeholders

• Scan a condensed report of verbatim

• Discuss insights

• Assess organizational readiness for change

• Agree upon next steps based on findings andorganizational readiness for change

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Page 22: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

I'm doing what I like to do which is most important; I

have a very supportive manager who listens to me at my most insane moments; we

keep being told that it's going to get better but

nothing changes…

41

© 2016 Camden Consulting Group A Division of Keystone Partners

Stay Interview Process

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III. ACTION• Set priorities based on findings; leverage the good news and fix the issues

• Determine how to approach this phase including roles and responsibilities

• Decide who (internal or external resource) will facilitate the meetings

• Choose success measures

• Implement changes and measure results

Page 23: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

Stay Interview Process

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IV. RESULTS• Continue to connect with employees to assess satisfaction and level of engagement

• Communicate progress and celebrate successes

• Offer workshops for all managers so they can periodically meet with their employees and query them to discover the talent reality

• Train internal HR staff in how to conduct focus groups and report findings via a readily available, easy to use tool

© 2016 Camden Consulting Group A Division of Keystone Partners

When they actually do all this stuff, and they listen and then follow

through it makes everyone feel better.

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Page 24: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

Why Action Learning Teams?

45

© 2016 Camden Consulting Group A Division of Keystone Partners

In Summary

Just Do It!But…..do what’s right for your organization……

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Page 25: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

In Summary

Just Do It!But…..do what’s right for your organization……

who is your champion (senior leader)

47

© 2016 Camden Consulting Group A Division of Keystone Partners

Jot Down Your Ideas

Page 48

Page 26: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

In Summary

Just Do It!But…..do what’s right for your organization……

who is your champion (senior leader)who are your keepers (employees)

49

© 2016 Camden Consulting Group A Division of Keystone Partners

In Summary

Just Do It!But…..do what’s right for your organization……

who is your champion (senior leader)who are your keepers (employees)what will you do now (insights lead to action)

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Page 27: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

Jot Down Your Ideas

Page 51

© 2016 Camden Consulting Group A Division of Keystone Partners

In Summary

Just Do It!But…..do what’s right for your organization……

who is your champion (senior leader)who are your keepers (employees)what will you do now (insights lead to action)start with the absolute most compelling group (everyone will care-they already do!)

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Page 28: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

HR keeps pushing the needle to keep employees satisfied-these interviews are a great case of the company not resting on its laurels-always trying to make

the employee experience better.

53

© 2016 Camden Consulting Group A Division of Keystone Partners

In Summary

Just Do It!But…..do what’s right for your organization……

who is your champion (senior leader)who are your keepers (employees)what will you do now (insights lead to action)start with the absolute most compelling group (everyone will care-they already do!)

Remember: You can’t afford NOT to do this….NOW!

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Page 29: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

Why Camden?

Industry-proven processes and practices – Achieving results with global clients through customized solutions to meet organizational needs.

55

An expert team – Bringing real-world business experience to every engagement and a track record of successful leadership expertise in a range of industries.

Sustainable impact – Utilizing development tools and practices that continue to drive results long after the engagement has ended.

20-year track record delivering results-driven engagements in financial services, technology, life sciences, healthcare, higher education, professional services, and non-profits.

© 2016 Camden Consulting Group A Division of Keystone Partners

Contact Us

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ERIN PAPPODIRECTOR OF CLIENT SERVICESCAMDEN CONSULTING GROUP

[email protected](617) 720-7370

PAMELA ZLOTACONSULTANT,

CAMDEN CONSULTING GROUP

[email protected](617) 720-7370

Page 30: Stay Interviews: HR’s Secret Weapon for Strengthening

Disclaimers

*This webinar is designed to provide accurate and authoritative information about the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. *This webinar provides general information only and does not constitute legal advice. No attorney-client relationship has been created. If legal advice or other expert assistance is required, the services of a competent professional should be sought. We recommend that you consult with qualified local counsel familiar with your specific situation before taking any action.

Page 31: Stay Interviews: HR’s Secret Weapon for Strengthening

Erin Pappo leads the Client Services team that supports Camden’s consulting staff in the delivery of executive coaching, leadership development, training, team and organizational effectiveness solutions. She is also responsible for the development and management of Camden’s diverse team of consultants and for the matching of Camden’s consultants to the specific needs of its clients. Ms. Pappo has over 10 years’ experience in client services and account management, partnering with account managers, consultants and clients in project planning and the delivery of executive coaching and consulting services. Prior to joining Camden, she served as a project manager supporting the management and oversight of executive coaching programs for a range of large corporate and public sector organizations, and managed a global network of over 150 executive coaches.

Pamela Zlota has over 25 years of HR consulting experience, she has a reputation as a high energy, insightful business-minded professional.

Ms. Zlota began her career at Fidelity Investments where she held a number of HR positions including HR generalist, recruiter, trainer and OD consultant. She was instrumental in the development of all aspects of the Fidelity Investments’ TQM initiative including client satisfaction measurement,

Erin Pappo

Pamela Zlota

Page 32: Stay Interviews: HR’s Secret Weapon for Strengthening

leadership training, process improvement team training and performance measurement systems. She continued her TQM consulting services at Computershare (formerly EquiServe) before her most recent positions at Brown Brothers Harriman, where she was hired to revamp their Global Training and Development team and went on to focus on talent management process design, senior leader meeting facilitation, talent assessments and executive coaching.

Ms. Zlota is adept at all phases of the HR consulting process including, the design, development and implementation of projects such as talent management processes, leadership pipeline initiatives, diversity efforts, transformational organizational changes, leadership development programs, team building and executive coaching.

Page 33: Stay Interviews: HR’s Secret Weapon for Strengthening

© 2016 Camden Consulting Group A Division of Keystone Partners

StayInterviewPlanningTool

1.  Stay Interview Objectives

___________________________________

___________________________________

2.  Drivers of Engagement (areas to ask questions)

___________________________________

___________________________________

___________________________________

___________________________________

3.  Demographic Groups to Include

___________________________________

___________________________________

4. Methods to use to Collect Data (quantitative and qualitative)

___________________________________

___________________________________

5.  Key Stakeholders and Possible Stay Interview Program Champions

______________________________

______________________________

6.  What am I Going to Do Now

______________________________

______________________________

Pamela R Zlota

Camden Consulting Group

[email protected]

NOTES