How to Host a DIY Institute on Improving Business Engagement

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Developed as part of USDOL ETA's Expanding Business Engagement Institute, by Social Policy Research Associates.

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How to Host a DIY Institute on Improving Business Engagement

  1. 1. © 1996-2009Key Tools for Advancing Your EBEInitiative or Supporting a PeerLearning Event in Your State:A Web Tutorial2013Expanding Business Engagement InitiativeUS DOL Employment & Training Administration
  2. 2. © 1996-200913 State GranteesColoradoFloridaIndianaMarylandNew JerseyNorth CarolinaOhioOklahomaSouth CarolinaMassachusettsMinnesotaMississippiMontanahttp://businessengagement.workforce3one.org/ebe-grantee-ta
  3. 3. © 1996-2009Instructions for Tutorial• Image of buttons to click/arrows to pointpeople to them.
  4. 4. © 1996-2009Team Tools
  5. 5. © 1996-2009Team Activities
  6. 6. © 1996-2009Preplanning ConsiderationIdentify the teams✓Lessons learned so farDetermine facilitatorsGather our toolsPlan to stay connected✓✓✓✓
  7. 7. © 1996-2009Tool 1Agenda, Roles, Rules & Outcomes4
  8. 8. © 1996-2009AGENDA ROLES OUTCOMESGROUND RULESExpanding business Engagement Team Name:
  9. 9. © 1996-2009AGENDA ROLES OUTCOMESGROUND RULESExpanding business Engagement Team Name:
  10. 10. © 1996-2009AGENDA ROLES OUTCOMESGROUND RULESExpanding business EngagementTeam Name:Wednesday, June 51:15– 2:15Agenda reviewOutcomesDebrief AM session3:30 – 4:30Bob Lanter SMEvisit4:30 – 5:00Debrief & SetWed. agenda2:15 – 3:15EBE FrameworkBegin ContextMapping3:15 – 3:30Prepare for SMEsession & BREAKFind gapsFirm upvaluesDevelopaction planLook foropportunitiesDetermineclear nextsteps
  11. 11. © 1996-2009AGENDA ROLES OUTCOMESGROUND RULESExpanding business Engagement Team Name:Wednesday, June 51:15– 2:15Agenda reviewOutcomesDebrief AM session3:30 – 4:30Bob Lanter SMEvisit4:30 – 5:00Debrief & SetWed. agenda2:15 – 3:15EBE FrameworkBegin ContextMapping3:15 – 3:30Prepare for SMEsession & BREAKFind gapsFirm upvaluesDevelopaction planLook foropportunitiesDetermineclear nextsteps• Facilitator: Facilitates processand supports team to identifygoals; keeps time.• Team members: Engages asactive participants, creativeconnectors and visionaries• Everyone participates• Step up – Step back
  12. 12. © 1996-2009AGENDA ROLES OUTCOMESGROUND RULESExpanding business EngagementTeam Name:Wednesday, June 51:15– 2:15Agenda reviewOutcomesDebrief AM session3:30 – 4:30Bob Lanter SMEvisit4:30 – 5:00Debrief & SetWed. agenda2:15 – 3:15EBE FrameworkBegin ContextMapping3:15 – 3:30Prepare for SMEsession & BREAKFind gapsFirm upvaluesDevelopaction planLook foropportunitiesDetermineclear nextsteps• Facilitator: Facilitates processand supports team to identifygoals; keeps time.• Team members: Engages asactive participants, creativeconnectors and visionaries• Everyone participates• Step up – Step back
  13. 13. © 1996-2009Tool 2The Expanding Business EngagementProcess Framework9
  14. 14. © 1996-2009
  15. 15. © 1996-2009
  16. 16. © 1996-2009Identify ourprimary value totarget industries/employers(Survey)Identify ourprimary value totarget industries/employers(Survey)Engage targetemployers inveterans hiringcampaignEngage targetemployers inveterans hiringcampaignExperimentwith alternativeperformancemeasuresExperimentwith alternativeperformancemeasuresDetermine role of selfemployment in localeconomyDetermine role of selfemployment in localeconomyPilot CRM systemPilot CRM system
  17. 17. © 1996-2009Tool 3Landing Pad13
  18. 18. © 1996-2009HIGHLIGHTS QUESTIONSPEOPLE RESOURCESTeam Name:Landing PadFOLLOW-UPCan tracking ofemployerengagement bemore effective?Can tracking ofemployerengagement bemore effective?Are wemeasuring thevalue we arecreating?Are wemeasuring thevalue we arecreating?Joe Jones (SubjectMatter Expert onCollaboration)Joe Jones (SubjectMatter Expert onCollaboration)Melanie Arthur(good on BSRdevelopment)Melanie Arthur(good on BSRdevelopment)2 teams are usingnew trackingprocess, we need tolearn about these2 teams are usingnew trackingprocess, we need tolearn about these3 teams havedashboards1. Ohio2. Colorado3. Maryland3 teams havedashboards1. Ohio2. Colorado3. Maryland
  19. 19. © 1996-2009HIGHLIGHTS QUESTIONSPEOPLE RESOURCESTeam Name:Landing PadFOLLOW-UPCan tracking ofemployerengagement bemore effective?Can tracking ofemployerengagement bemore effective?Are wemeasuring thevalue we arecreating?Are wemeasuring thevalue we arecreating?Joe Jones (SubjectMatter Expert onCollaboration)Joe Jones (SubjectMatter Expert onCollaboration)Melanie Arthur(good on BSRdevelopment)Melanie Arthur(good on BSRdevelopment)2 teams are usingnew trackingprocess, we need tolearn about these2 teams are usingnew trackingprocess, we need tolearn about these3 teams havedashboards1. Ohio2. Colorado3. Maryland3 teams havedashboards1. Ohio2. Colorado3. MarylandNew ideas aboutmeasures forsmall businessNew ideas aboutmeasures forsmall businessWe can partner withbusiness on thingsother than services,like college accessWe can partner withbusiness on thingsother than services,like college access
  20. 20. © 1996-2009Joe Jones (SubjectMatter Expert onCollaboration)Joe Jones (SubjectMatter Expert onCollaboration)New ideas aboutmeasures forsmall businessNew ideas aboutmeasures forsmall businessSet up time tomeet with Joe(Ahmad)Set up time tomeet with Joe(Ahmad)Can tracking ofemployerengagement bemore effective?Can tracking ofemployerengagement bemore effective?Melanie Arthur(good on BSRdevelopment)Melanie Arthur(good on BSRdevelopment)Get dashboardsfrom other teams(Kristin)Get dashboardsfrom other teams(Kristin)Are wemeasuring thevalue we arecreating?Are wemeasuring thevalue we arecreating?We can partner withbusiness on thingsother than services,like college accessWe can partner withbusiness on thingsother than services,like college access2 teams are usingnew trackingprocess, we need tolearn about these2 teams are usingnew trackingprocess, we need tolearn about theseMeet withColorado(Sam)Meet withColorado(Sam)3 teams havedashboards1. Ohio2. Colorado3. Maryland3 teams havedashboards1. Ohio2. Colorado3. MarylandHIGHLIGHTS QUESTIONSPEOPLE RESOURCESFOLLOW-UPTeam Name:Landing Pad
  21. 21. © 1996-2009Tool 4Bright & Innovative Ideas18
  22. 22. © 1996-2009Team:Bright & Innovative Ideas Team Name:
  23. 23. © 1996-2009Team:TimbuktuBRIGHTIDEAGather Real-Time LMIDiversifypartner baseDevelop plan tonurture businessrelationshipsBright & Innovative IdeasMonthlyluncheventsMonthlyluncheventsEngage smallbusinessesEngage smallbusinessesIndustryAssociationsIndustryAssociationsEmployersurveysEmployersurveysSharetaskswithpartnersSharetaskswithpartnersCo-sponsoreventsCo-sponsoreventsInvestigatesocialenterprises inour communityInvestigatesocialenterprises inour communityCommunicationfirmsCommunicationfirmsDivide andconquer onchamber andindustrymeetingsDivide andconquer onchamber andindustrymeetingsCollegesCollegesPilot newideasbeforescalingPilot newideasbeforescalingInformationtracking atevery point ofcontactInformationtracking atevery point ofcontactDevelopComprehensivebusinessengagement planTeam Name:
  24. 24. © 1996-2009Tool 5Goals and Strategies20
  25. 25. © 1996-2009Potential Risks?AssetsREVISED GOALS/STRATEGIESExpected OutcomesWhy this change?New Strategy:Revised Goal:Potential Risks?AssetsGOALS & STRATEGIESExpected OutcomesWhy this change?Strategy:Original Goal:Team Name:Revised Goal:
  26. 26. © 1996-2009Potential Risks?AssetsGOALS & STRATEGIESExpected OutcomesWhy this change?Strategy:Original Goal:Too littlediversityamongstemployers wework withToo littlediversityamongstemployers wework withSmall employershave needs wecan addressSmall employershave needs wecan addressMost employers aresmall, but most thatwe know are largeMost employers aresmall, but most thatwe know are largeNew relationshipswith key smallbusinessNew relationshipswith key smallbusinessJoe knows thepresident of SmallBusinessAssociationJoe knows thepresident of SmallBusinessAssociationRecruit smallbusinessmembers toadvisory boardRecruit smallbusinessmembers toadvisory boardWe move tooslowlyWe move tooslowlyWe know thegovernors smallbusiness staffWe know thegovernors smallbusiness staffWe have meetingspace they don’thaveWe have meetingspace they don’thaveStrategies aresuited to smallbusiness (most ofour employers)Strategies aresuited to smallbusiness (most ofour employers)We don’t haveservices they willuseWe don’t haveservices they willuseSmall businesswon’t have timeor won’tunderstand workSmall businesswon’t have timeor won’tunderstand workBuild employer networks:engage small businessesto set directionBuild employer networks:engage small businessesto set directionBetter advicefrombusinesspartnersBetter advicefrombusinesspartnersJoin smallbusinessmembershiporganizationJoin smallbusinessmembershiporganizationTeam Name:Revised Goal (ifneeded):Develop servicesfor small businessDevelop servicesfor small business
  27. 27. © 1996-2009Tool 6Action Planning26
  28. 28. © 1996-2009ACTION PLANNING TOOL
  29. 29. © 1996-2009ACTION PLANNING TOOLTeam:(Ahmad)1. Pilot new businessengagement approach1. Design approach2. Identify employers to participate3. Launch pilot4. Assess value createdTeam: (Ahmad,Kristin, Sam)1. A new and testedstrategy2. Improvedrelationships amongcross agency teamand business3. New Intelligence1. May 12. May 153. May 304. Dec 20X2. Join a smallbusiness membershiporganization1, Assess cost relative to value2. Identify right stakeholders to join3. Develop an information sharingprocess with other EBE partners1. Improved smallbusinessrelationships2. Better intelligenceabout small businessneeds and trends3. Improvedunderstanding of ourwork by smallbusinessesJoin byJune30thBuilding Employer networksFrom Goals andStrategies ToolFrom Goals andStrategies ToolFrom BrightIdeas ToolFrom BrightIdeas ToolX
  30. 30. © 1996-2009Tool 7Reporting Out30
  31. 31. © 1996-2009CLOSING SESSION REPORT OUT TOOL Team:
  32. 32. © 1996-2009CLOSING SESSION REPORT OUT TOOL Team: TimbuktuThe importance of learninghow to pilot and scaleeffectivelyWe can learn a lot fromour peersMore cross teamcollaboration inlearning how topilot and scaleeffectively
  33. 33. © 1996-2009Give yourself a hand
  34. 34. © 1996-2009Contact InformationA Technical Assistance Effort on behalf of the Employment and Training AdministrationMegan LizikWorkforce Analyst at U.S. Department of LaborEmployment and Training Administrationlizik.megan@dol.govJonathan PayneWorkforce Analyst at U.S. Department of LaborEmployment and Training AdministrationPayne.Jonathan@dol.govAhmad MansurEBE Project Managerahmad_mansur@spra.comFind this and many more grantee resources on our website athttp://businessengagement.workforce3one.org/ebe-grantee-taWe encourage you to experiment and amend the tools to meet your team’s particular needsand would love to hear how you use them. Let us know:In the EBE LinkedIn Grouplinkedin.com/groups?gid=3932420

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