Mark McMurray is the EVP of Downstream Operations at Husky Energy. He faces four major challenges: missing rebranding targets, difficulty integrating Mohawk staff culture, declining market share due to competitors' upgrades, and needing to acquire more eastern assets.
Mark has had a successful career at Husky Energy, working his way up from Service Station Manager. However, he now leads a larger downstream operation than ever before and must overcome integration challenges from the Mohawk acquisition.
The assessment identifies strengths in Mark's strategic thinking, customer focus, and drive for results. It recommends he work on being more patient, managing stress better, and building a high-performing team to help him overcome current challenges and progress
This document discusses the IBM Leadership Development Framework. It provides background on IBM's large, diverse workforce and then summarizes IBM's approach to leadership development in 3 key areas:
1) Establishing leadership competencies that all IBM employees are assessed on and developed through programs. This includes embedding competencies in all leadership training.
2) Providing integrated leadership development programs at all levels of the company to identify, assess, and develop high-potential leaders. This includes defining leadership roles and pipelines.
3) Developing leaders through progressive training programs like LEADing@IBM and the Corporate Service Corps, which immerses leaders in emerging markets through problem-solving and global experiences.
Learn about, knowledge about coaching skills, talent development program, support structure for new talents, alignment of company mission, vision and obejctives
High Potential Talent: One Firm's Approach to HIPO DevelopmentMaurizio Morselli
Developing high-potential employees, or HIPOs, is a strategic priority to build leadership bench strength and enable career progression. A HIPO is defined as an employee with strong potential and ability to succeed in more senior roles. HIPOs can realize their potential through challenging assignments, feedback, and experiential learning programs. The presentation discusses developing both senior and junior HIPOs through various external programs and a potential customized internal program. It also covers assessing HIPO candidates and planning HIPO development initiatives.
This document discusses how using Objectives and Key Results (OKR) can help build an agile culture. OKR is an agile goal setting framework that replaces annual static planning with shorter goal setting cycles. It complements agile by helping create a results-focused culture, replacing predictability with results delivery, giving autonomy to self-organizing teams, and helping prioritize the product backlog based on key results. OKR's dual cadence of strategic and tactical goals also enables better alignment across teams.
The document discusses talent management and its importance for organizations. It covers topics such as the drivers of talent attraction and retention, defining talented people, key elements and principles of talent management, and benefits of talent management. It also discusses talent management tools, processes, and frameworks.
This document summarizes a webinar presentation about competency management in organizations. The webinar covered:
1) Understanding competencies as underlying characteristics like knowledge, skills, and attributes that lead to effective job performance.
2) Why competencies are important for aligning human resources systems like staffing, rewards, and development with business goals and strategy.
3) Guidelines for developing an effective competency model, including aligning it with business needs, translating concepts into observable behaviors, and using it across the organization.
Situational Leadership is a concept in which leader customize his leadership style according the level of maturity, motivation & competence & competence of his team members. This is an extremely effective leadership model which is applicable to all facets of life not just the work situations.
This document discusses the IBM Leadership Development Framework. It provides background on IBM's large, diverse workforce and then summarizes IBM's approach to leadership development in 3 key areas:
1) Establishing leadership competencies that all IBM employees are assessed on and developed through programs. This includes embedding competencies in all leadership training.
2) Providing integrated leadership development programs at all levels of the company to identify, assess, and develop high-potential leaders. This includes defining leadership roles and pipelines.
3) Developing leaders through progressive training programs like LEADing@IBM and the Corporate Service Corps, which immerses leaders in emerging markets through problem-solving and global experiences.
Learn about, knowledge about coaching skills, talent development program, support structure for new talents, alignment of company mission, vision and obejctives
High Potential Talent: One Firm's Approach to HIPO DevelopmentMaurizio Morselli
Developing high-potential employees, or HIPOs, is a strategic priority to build leadership bench strength and enable career progression. A HIPO is defined as an employee with strong potential and ability to succeed in more senior roles. HIPOs can realize their potential through challenging assignments, feedback, and experiential learning programs. The presentation discusses developing both senior and junior HIPOs through various external programs and a potential customized internal program. It also covers assessing HIPO candidates and planning HIPO development initiatives.
This document discusses how using Objectives and Key Results (OKR) can help build an agile culture. OKR is an agile goal setting framework that replaces annual static planning with shorter goal setting cycles. It complements agile by helping create a results-focused culture, replacing predictability with results delivery, giving autonomy to self-organizing teams, and helping prioritize the product backlog based on key results. OKR's dual cadence of strategic and tactical goals also enables better alignment across teams.
The document discusses talent management and its importance for organizations. It covers topics such as the drivers of talent attraction and retention, defining talented people, key elements and principles of talent management, and benefits of talent management. It also discusses talent management tools, processes, and frameworks.
This document summarizes a webinar presentation about competency management in organizations. The webinar covered:
1) Understanding competencies as underlying characteristics like knowledge, skills, and attributes that lead to effective job performance.
2) Why competencies are important for aligning human resources systems like staffing, rewards, and development with business goals and strategy.
3) Guidelines for developing an effective competency model, including aligning it with business needs, translating concepts into observable behaviors, and using it across the organization.
Situational Leadership is a concept in which leader customize his leadership style according the level of maturity, motivation & competence & competence of his team members. This is an extremely effective leadership model which is applicable to all facets of life not just the work situations.
This document discusses key performance indicators (KPIs) for an HR operations manager position. It provides examples of KPIs, steps for creating KPIs, common mistakes to avoid, and how to design effective KPIs. The document recommends visiting an external website for additional KPI samples, performance appraisal forms, review methods and phrases to use when evaluating an HR operations manager's performance.
As hospitals and health systems continue managing the transition to delivering greater value to patients and populations in the midst of reimbursement degradation, legal and regulatory changes, industry consolidation, and massive workforce demographic shifts, the role and impact of talent management and succession planning practices have come under greater scrutiny. In order to proactively prepare for the unprecedented departure of executive talent while also developing future leaders to address the many implications of the Affordable Care Act, including much greater pressure to demonstrate the value of healthcare services via clinical quality metrics, many hospital organizations have invested in the development of talent management and succession planning capabilities.
This webinar presents findings and practical applications from the semi-annual Healthcare Talent Management Survey, which provides HR executives and senior management teams with direct evidence of the impact of talent management and succession planning capabilities on hospitals’ financial, workforce, and value-based purchasing performance metrics. Webinar participants will learn a practical framework of best practices across a series of capabilities, including talent assessment, role-based leadership development, and onboarding practices. The webinar will conclude with presentation of several case studies highlighting the execution of talent management and succession planning best capabilities at prominent health systems.
The document discusses competency-based human resource (HR) management. It provides a framework for building a competency-based HR system aligned with business strategy. Key aspects include developing a competency model, using competency-based interviewing for selection, competency-based career planning, training & development, and performance management. Competencies are defined as a combination of skills, attitudes, and knowledge reflected in observable job behaviors. Competency models focus on how jobs are performed rather than just tasks. Competency-based approaches aim to improve the accuracy and objectivity of HR functions.
Leadership Excellence in Action- A Roadmap to Inspire and Engage People and Teams
Learning objective: Increase techniques for strengthening team leadership
The concept of leadership is talked about so much we all should be experts. We use and hear words like inspire, engage, and motivate as we seek real solutions to leadership challenges. This workshop looks at the concept of leadership in action. What behaviors, knowledge, and skills do you need to grow and develop as a leader? How will you measure success? What unique qualities, power, and influence impact people and teams? Engage with federal executives and discover ways to turn YOU into tangible leadership value. This road map will take you from good to great leadership.
At the end of this workshop, participants will be able to:
a. List sources of power needed to be influential
b. Take a self-assessment to identify personal leadership strengths
c. Explore the art of delegation and effective team leadership
d. Explore the role of feedback and performance measures
e. Create an action list with and explore plans to measure success
A medical study showed that when doctors tell their seriously ill heart patients that they will die if they do not make changes to their lifestyle, only one in seven patients is able to make a change. Crazy!
According to Harvard professors, Robert Kegan and Lisa Lahey, people do not resist change. Even when people are genuinely committed to change, they subconsciously apply effort toward a hidden competing commitment. The result is a stalled effort, which looks like a resistance to change. It is like shoveling sand against the tide. In this workshop, I want to demonstrate the power of the Immunity to Change framework developed by Kegan and Lahey and share my practical experience overcoming the immunity when implementing Agile.
In its first 25 years there have been many definitions of 'Lean,' typically centered around cost reduction or tool/technical in nature. But the idea of "Humans striving to better flow value to a customer" is a mindset that should perhaps underlie all of them, and may be a better place to start our thinking.
Organizational agility has been defined as the capability of a company to rapidly change or adapt in response to changes in the market so that it can thrive as an organization. In this session, we will focus on the role of the leader in shaping, promoting and sustaining an Agile organization. We will describe the Agile Mindset, discuss the key elements of an Agile Transformation and reveal the ideal characteristics of an Agile Leader. This interactive session will provide examples from successful Agile organizations and will reveal techniques that participants can use to effectively plan, scale and flow valuable work throughout their own organizations.
The document discusses talent management and succession planning. It defines talent management as a strategic approach to managing human capital throughout an employee's career. Key aspects of talent management discussed include strategic recruitment, engaged performance, compensation alignment, career development, and succession planning. Succession planning aims to ensure critical positions are filled by high performers and a pipeline of future leaders is developed. A systematic process for identifying high-potential employees and developing them is recommended over chance observations.
Leading Solutions Talent Management And Development ServicesBizCare
The document discusses Leading Solutions' systemic approach to talent management. It outlines their services including training, leadership development, and competency development. It then proposes a potential talent management journey for RTI that includes talent assessment, development planning, alignment, placement, and measuring organizational impact. Finally, it suggests a blended approach for RTI using a talent pool, action learning, coaching, and measuring results at different levels.
HR Transformation-HR Business Partnering - Services HRBP-Consulting 03 2013Sabena Aerospace
Our website is under construction and will be launched soon. Would you like to know more about our HRBP-Consulting services, have a look at the ppt presentation.
Don't hesitate to contact us to better understand your HR business needs and design your customized HR solution.
This document summarizes an organization design presentation given to the Dallas Human Resource Management Association. It discusses organization design frameworks, engagement of human potential, and examples of organization design interventions. The document provides an example of an organization that addressed shifts in products/services through workshops identifying common goals, challenges, and initiatives to improve processes, structure, and develop employee capability over multiple years. Key success factors included clear strategy, leadership engagement, and a structured design process.
Learn how to navigate the complexities of a global SuccessFactors rollout. Get tips for utilizing a multi-step approach for your global rollout to ensure your unique organizational goals have been met, and explore:
- Methods to execute a transition strategy that focuses on meeting the organization's most relevant goals
- How a Strategic Advisory Board can help ensure long-term cross organizational consistency and support, by not only guiding your vision, but also monitoring and managing it
- How to create a governance structure for long-term success
- Tips to leverage product pilots to evaluate technical functionality and the user experience
If you’re leading people right now, you are probably trying to get them to do something different. Whether you lead a small work team or a whole company, a family or a factory, no significant result is achievable unless people change their behaviour. To be successful, you will need their commitment. Getting the kind of commitment that will endure in the midst of the daily grind is not easy. When you execute a strategy that requires a lasting change in the behaviour of other people, you're facing one of the greatest leadership challenges you will ever meet. With the 4 Disciplines of Execution (4DX), you are implementing a set of proven practices that meet that challenge successfully every time.
The real enemy of execution is the whirlwind, the massive amount of energy that's necessary just to keep your operation going on a day-to-day basis. The 4 Disciplines aren't designed for managing your whirlwind, but for executing your most critical strategy in the midst of your whirlwind.
The 4 Disciplines of Execution (4DX) is a simple, repeatable, and proven formula for executing on your most important strategic priorities in the midst of the whirlwind. By following the 4 Disciplines –– focusing on the wildly important, acting on lead measures, keeping a compelling scoreboard, and creating a cadence
of accountability –– leaders can produce breakthrough results.
4DX is not theory. It is a proven set of practices that have been tested and refined by hundreds of organizations and thousands of teams over many years. When a company or an individual adheres to these disciplines, they achieve superb results –– regardless of the goal. 4DX represents a new way of thinking and working that is essential to thriving in today's competitive climate.
What the 4 Disciplines of Execution are and why they work.
• How to execute your strategic priorities and get results.
• How to effect change in human behaviour to achieve your goals.
• How to install the 4DX in your team and organization.
Happy Reading & Learning
This document discusses three models of change management strategy for information systems (IS) specialists: the traditional IS model, the facilitator model, and the advocate model. The traditional model views technology as the driver of change and the IS specialist as an expert responsible only for technical matters. This can lead to reduced credibility and inhibit organizational change. The facilitator model sees people, not technology, as the drivers of change and positions the IS specialist as a facilitator of group processes to build user capacity. The advocate model positions the IS specialist as responsible for achieving organizational change through technology.
Executive Presence and Personal BrandingAnkit Sachan
This document discusses executive presence and personal branding. It defines executive presence as the ability to engage, align, inspire, and move people through strong leadership skills, communication abilities, and influence. Personal branding is marketing oneself and one's career as a brand through developing and maintaining a reputation. The document identifies characteristics of executive presence like confidence and emotional intelligence. It provides tools to enhance one's online presence and discusses how executive presence can be strengthened through personal branding.
The document outlines an agenda for a meeting that will last 90 minutes total. It includes introductions, an icebreaker activity, a PowerPoint presentation, a question and answer session, two breakout group sessions with subsequent discussions, and closing remarks. The breakout sessions will each last 20 minutes with 15 minutes allotted for discussing the results. The agenda is intended to help structure a productive meeting with a variety of activities while still leaving some time for discussion.
This document discusses talent management strategies for organizations. It begins with defining talent and examining employee satisfaction levels and factors. It then covers building blocks of talent management like competencies, performance management, and evaluating potential. It discusses developing a competency framework with clusters and attributes. The talent management process involves stages like entry, retention, development, and performance. Challenges in talent management include plateaued careers and succession planning. The document emphasizes identifying strategic roles and developing a players to fill them.
Starting a new job could be a stressful time of one's life. It seems that all the pressure's on to make the perfect impression but not annoy any future colleagues. How to manage this transition? Ron Elsdon specializes in career development and walks us through navigating the first 90 days of a new job. See the complete webinar at http://bit.ly/aT9F3I
Brian is seeking an executive leadership role in the staffing industry. He has over 12 years of experience in staffing and has consistently taken on additional responsibilities. Brian believes he can drive profit and growth through innovation, exceeding customer expectations, and building organizational capability. He outlines three initiatives he would implement, including establishing a top prospect list, improving customer strategies and interactions, and growing the people in the organization through training and development.
Jacqueline Monahan is applying for a manager position. She has over 28 years of experience in sales management, corporate training, and business development. She is looking for a long-term career where she can set goals and significantly improve company results. Her background includes driving revenue growth, developing top-performing sales teams, and launching new products and business lines for various companies.
This document discusses key performance indicators (KPIs) for an HR operations manager position. It provides examples of KPIs, steps for creating KPIs, common mistakes to avoid, and how to design effective KPIs. The document recommends visiting an external website for additional KPI samples, performance appraisal forms, review methods and phrases to use when evaluating an HR operations manager's performance.
As hospitals and health systems continue managing the transition to delivering greater value to patients and populations in the midst of reimbursement degradation, legal and regulatory changes, industry consolidation, and massive workforce demographic shifts, the role and impact of talent management and succession planning practices have come under greater scrutiny. In order to proactively prepare for the unprecedented departure of executive talent while also developing future leaders to address the many implications of the Affordable Care Act, including much greater pressure to demonstrate the value of healthcare services via clinical quality metrics, many hospital organizations have invested in the development of talent management and succession planning capabilities.
This webinar presents findings and practical applications from the semi-annual Healthcare Talent Management Survey, which provides HR executives and senior management teams with direct evidence of the impact of talent management and succession planning capabilities on hospitals’ financial, workforce, and value-based purchasing performance metrics. Webinar participants will learn a practical framework of best practices across a series of capabilities, including talent assessment, role-based leadership development, and onboarding practices. The webinar will conclude with presentation of several case studies highlighting the execution of talent management and succession planning best capabilities at prominent health systems.
The document discusses competency-based human resource (HR) management. It provides a framework for building a competency-based HR system aligned with business strategy. Key aspects include developing a competency model, using competency-based interviewing for selection, competency-based career planning, training & development, and performance management. Competencies are defined as a combination of skills, attitudes, and knowledge reflected in observable job behaviors. Competency models focus on how jobs are performed rather than just tasks. Competency-based approaches aim to improve the accuracy and objectivity of HR functions.
Leadership Excellence in Action- A Roadmap to Inspire and Engage People and Teams
Learning objective: Increase techniques for strengthening team leadership
The concept of leadership is talked about so much we all should be experts. We use and hear words like inspire, engage, and motivate as we seek real solutions to leadership challenges. This workshop looks at the concept of leadership in action. What behaviors, knowledge, and skills do you need to grow and develop as a leader? How will you measure success? What unique qualities, power, and influence impact people and teams? Engage with federal executives and discover ways to turn YOU into tangible leadership value. This road map will take you from good to great leadership.
At the end of this workshop, participants will be able to:
a. List sources of power needed to be influential
b. Take a self-assessment to identify personal leadership strengths
c. Explore the art of delegation and effective team leadership
d. Explore the role of feedback and performance measures
e. Create an action list with and explore plans to measure success
A medical study showed that when doctors tell their seriously ill heart patients that they will die if they do not make changes to their lifestyle, only one in seven patients is able to make a change. Crazy!
According to Harvard professors, Robert Kegan and Lisa Lahey, people do not resist change. Even when people are genuinely committed to change, they subconsciously apply effort toward a hidden competing commitment. The result is a stalled effort, which looks like a resistance to change. It is like shoveling sand against the tide. In this workshop, I want to demonstrate the power of the Immunity to Change framework developed by Kegan and Lahey and share my practical experience overcoming the immunity when implementing Agile.
In its first 25 years there have been many definitions of 'Lean,' typically centered around cost reduction or tool/technical in nature. But the idea of "Humans striving to better flow value to a customer" is a mindset that should perhaps underlie all of them, and may be a better place to start our thinking.
Organizational agility has been defined as the capability of a company to rapidly change or adapt in response to changes in the market so that it can thrive as an organization. In this session, we will focus on the role of the leader in shaping, promoting and sustaining an Agile organization. We will describe the Agile Mindset, discuss the key elements of an Agile Transformation and reveal the ideal characteristics of an Agile Leader. This interactive session will provide examples from successful Agile organizations and will reveal techniques that participants can use to effectively plan, scale and flow valuable work throughout their own organizations.
The document discusses talent management and succession planning. It defines talent management as a strategic approach to managing human capital throughout an employee's career. Key aspects of talent management discussed include strategic recruitment, engaged performance, compensation alignment, career development, and succession planning. Succession planning aims to ensure critical positions are filled by high performers and a pipeline of future leaders is developed. A systematic process for identifying high-potential employees and developing them is recommended over chance observations.
Leading Solutions Talent Management And Development ServicesBizCare
The document discusses Leading Solutions' systemic approach to talent management. It outlines their services including training, leadership development, and competency development. It then proposes a potential talent management journey for RTI that includes talent assessment, development planning, alignment, placement, and measuring organizational impact. Finally, it suggests a blended approach for RTI using a talent pool, action learning, coaching, and measuring results at different levels.
HR Transformation-HR Business Partnering - Services HRBP-Consulting 03 2013Sabena Aerospace
Our website is under construction and will be launched soon. Would you like to know more about our HRBP-Consulting services, have a look at the ppt presentation.
Don't hesitate to contact us to better understand your HR business needs and design your customized HR solution.
This document summarizes an organization design presentation given to the Dallas Human Resource Management Association. It discusses organization design frameworks, engagement of human potential, and examples of organization design interventions. The document provides an example of an organization that addressed shifts in products/services through workshops identifying common goals, challenges, and initiatives to improve processes, structure, and develop employee capability over multiple years. Key success factors included clear strategy, leadership engagement, and a structured design process.
Learn how to navigate the complexities of a global SuccessFactors rollout. Get tips for utilizing a multi-step approach for your global rollout to ensure your unique organizational goals have been met, and explore:
- Methods to execute a transition strategy that focuses on meeting the organization's most relevant goals
- How a Strategic Advisory Board can help ensure long-term cross organizational consistency and support, by not only guiding your vision, but also monitoring and managing it
- How to create a governance structure for long-term success
- Tips to leverage product pilots to evaluate technical functionality and the user experience
If you’re leading people right now, you are probably trying to get them to do something different. Whether you lead a small work team or a whole company, a family or a factory, no significant result is achievable unless people change their behaviour. To be successful, you will need their commitment. Getting the kind of commitment that will endure in the midst of the daily grind is not easy. When you execute a strategy that requires a lasting change in the behaviour of other people, you're facing one of the greatest leadership challenges you will ever meet. With the 4 Disciplines of Execution (4DX), you are implementing a set of proven practices that meet that challenge successfully every time.
The real enemy of execution is the whirlwind, the massive amount of energy that's necessary just to keep your operation going on a day-to-day basis. The 4 Disciplines aren't designed for managing your whirlwind, but for executing your most critical strategy in the midst of your whirlwind.
The 4 Disciplines of Execution (4DX) is a simple, repeatable, and proven formula for executing on your most important strategic priorities in the midst of the whirlwind. By following the 4 Disciplines –– focusing on the wildly important, acting on lead measures, keeping a compelling scoreboard, and creating a cadence
of accountability –– leaders can produce breakthrough results.
4DX is not theory. It is a proven set of practices that have been tested and refined by hundreds of organizations and thousands of teams over many years. When a company or an individual adheres to these disciplines, they achieve superb results –– regardless of the goal. 4DX represents a new way of thinking and working that is essential to thriving in today's competitive climate.
What the 4 Disciplines of Execution are and why they work.
• How to execute your strategic priorities and get results.
• How to effect change in human behaviour to achieve your goals.
• How to install the 4DX in your team and organization.
Happy Reading & Learning
This document discusses three models of change management strategy for information systems (IS) specialists: the traditional IS model, the facilitator model, and the advocate model. The traditional model views technology as the driver of change and the IS specialist as an expert responsible only for technical matters. This can lead to reduced credibility and inhibit organizational change. The facilitator model sees people, not technology, as the drivers of change and positions the IS specialist as a facilitator of group processes to build user capacity. The advocate model positions the IS specialist as responsible for achieving organizational change through technology.
Executive Presence and Personal BrandingAnkit Sachan
This document discusses executive presence and personal branding. It defines executive presence as the ability to engage, align, inspire, and move people through strong leadership skills, communication abilities, and influence. Personal branding is marketing oneself and one's career as a brand through developing and maintaining a reputation. The document identifies characteristics of executive presence like confidence and emotional intelligence. It provides tools to enhance one's online presence and discusses how executive presence can be strengthened through personal branding.
The document outlines an agenda for a meeting that will last 90 minutes total. It includes introductions, an icebreaker activity, a PowerPoint presentation, a question and answer session, two breakout group sessions with subsequent discussions, and closing remarks. The breakout sessions will each last 20 minutes with 15 minutes allotted for discussing the results. The agenda is intended to help structure a productive meeting with a variety of activities while still leaving some time for discussion.
This document discusses talent management strategies for organizations. It begins with defining talent and examining employee satisfaction levels and factors. It then covers building blocks of talent management like competencies, performance management, and evaluating potential. It discusses developing a competency framework with clusters and attributes. The talent management process involves stages like entry, retention, development, and performance. Challenges in talent management include plateaued careers and succession planning. The document emphasizes identifying strategic roles and developing a players to fill them.
Starting a new job could be a stressful time of one's life. It seems that all the pressure's on to make the perfect impression but not annoy any future colleagues. How to manage this transition? Ron Elsdon specializes in career development and walks us through navigating the first 90 days of a new job. See the complete webinar at http://bit.ly/aT9F3I
Brian is seeking an executive leadership role in the staffing industry. He has over 12 years of experience in staffing and has consistently taken on additional responsibilities. Brian believes he can drive profit and growth through innovation, exceeding customer expectations, and building organizational capability. He outlines three initiatives he would implement, including establishing a top prospect list, improving customer strategies and interactions, and growing the people in the organization through training and development.
Jacqueline Monahan is applying for a manager position. She has over 28 years of experience in sales management, corporate training, and business development. She is looking for a long-term career where she can set goals and significantly improve company results. Her background includes driving revenue growth, developing top-performing sales teams, and launching new products and business lines for various companies.
Dana Stansel is an experienced operations executive with over 15 years of experience managing multisite retail operations, distribution centers, and e-commerce businesses. She has a proven track record of driving growth, improving efficiency, and developing talent. Her career highlights include launching a successful e-commerce startup, managing a large distribution center serving 65 stores, and exceeding sales targets as a store manager. She has a strong background in leading performance improvements, developing talent, and achieving results.
How the MRR Group Can Help Improve the Financial Management of Your SaaS Busi...Barry Jahansetan
The MRR Group offers a variety of Off-the-Shelf fixed priced packages as well as custom consulting services to help improve the financial management of SaaS start-ups.
This document provides a summary of Mark J. Smith's qualifications, experience, training, certifications, and honors. He has over 24 years of experience in sales and sales management, including 15 years at HP where he worked his way up to a senior level position. He is skilled in developing and implementing managed services programs, ERP/CRM systems, and supply chain management solutions. He has extensive training from Harvard Business School and Law School.
The document summarizes the services provided by Springboard Consultants to help businesses elevate their performance. Springboard offers solutions to common business challenges such as unmet revenue, leadership issues, and ineffective change management. Their comprehensive suite of solutions can help accelerate business growth. Services include business transformation, sales excellence, funding assistance, marketing, and developing a high-performance culture. Case studies demonstrate impacts such as increased revenue, improved sales processes, and developing a customer-focused organization.
Mike Maffei has over 20 years of senior leadership experience in operations, talent management, and customer experience. He has managed locations with annual revenues over $100M. He is recognized for significantly improving organizational effectiveness and operational efficiency through reengineering business models. He has expertise in call centers, shared services, and implementing large scale organizational changes across global companies.
Mohammad Khalid is a seasoned store manager and general manager with over 25 years of experience in operations management. He has a proven track record of strategic planning and leadership to achieve organizational objectives. Currently, he is the General Manager of Babies “R” Us in Falls Church, VA, where he single-handedly manages over 60 employees and drives quarterly sales increases. Previously, he held general manager roles at Best Buy for 10 years, managing stores with sales of over $65M. He has extensive expertise in areas such as organizational growth, quality assurance, budget management, and staff training.
The document discusses critical issues facing RIAs and ways to address them. It identifies growing revenue, leveraging unique contributions, improving systems, investing in people, tracking performance, and gaining traction as key concerns. It recommends developing referral and business development plans, expanding services and client base, reviewing technology, defining roles, and improving communication and strategic planning.
J.S. "Jeff" Larger has over 30 years of experience in automotive operations management and marketing. He has a proven track record of growing businesses, including expanding one department from $0 to $17 million in sales. He is skilled in strategic planning, business development, sales, marketing, and financial management. Larger seeks a new opportunity in operations management and marketing where he can implement organizational systems and processes to develop brand awareness and drive growth.
An exceptional profile system contact Andrew Hoffman President of My Franchise Partners the designer of this profile.
Andrew Hoffman
Dir Line 647-991-2282
andrew@myfranchisepartners.com
This summary provides an overview of Bob Fors' qualifications and experience in 3 sentences:
Bob Fors has over 16 years of experience in recruiting, team leadership, and operations management in both the private and public sectors. He has expertise in full-cycle recruiting across multiple industries, as well as experience managing applicant tracking systems and vendor relationships. His background demonstrates a track record of consistently exceeding recruiting goals and metrics through individual contributions and team leadership.
An experienced human resources executive with over 15 years of experience in talent acquisition, management, and development. She has held regional HR leadership roles at Bebe Stores and Macy's, managing teams that support over 80 stores and 2,500 employees. She has a track record of reducing turnover, developing talent, and ensuring compliance with employment laws.
Robert Barnett is a distribution and logistics professional with over 15 years of experience managing operations and implementing improvements that have resulted in $2.6 million in savings. He is currently seeking a new position that utilizes his skills in areas like DOT compliance, logistics management, lean process improvement, and leadership. His background includes roles as a distribution manager, senior sales executive, and sales/distribution driver with responsibilities such as forecasting, cost reduction initiatives, and training employees.
Catalyft Mergers and Acquisitions ExperiencesTom Atwood
Our operational perspective: Whether kicking the tires in the consideration stage or making the right moves after the deal is done, make sure your mergers and acquisitions create a beautiful, growth-oriented team. Ensure your new firm silences the doubters by minding these 12 operational building blocks of M & A success
The document discusses 7 executive trends for 2016 that will significantly affect how organizations recruit executives. It summarizes each trend in 1-3 sentences:
1. The rise of the Chief Digital Officer role to drive digital transformation and give this new role a seat at the executive table.
2. The evolution of the Chief Financial Officer role from guardian of strategy to catalyst for change, with CFOs now helping define strategy and taking on expanded responsibilities across the organization.
3. The need for executives to learn to adapt their leadership style to lead across different cultures as organizations operate and recruit globally.
Robert Bowen is applying for an operations management position. He has over 20 years of experience managing Kmart stores, most recently as General Manager of a store in Hermitage, PA. He prides himself on his ability to increase sales through strategic merchandising and adapting to economic factors. As a General Manager, he oversaw all operations and led teams of up to 125 employees. He has a track record of improving store performance, including leading one store to the #1 and #2 sales positions within the Kmart chain for three years. Bowen is seeking a new opportunity closer to home and believes his leadership experience and economics degree make him well-qualified for the open position.
Michael Page Executive Search focuses on sourcing senior leadership for organizations across sectors. They have become a market leader through a flexible approach and commitment to transparency. They draw on significant market knowledge built since 1985 to offer experienced consultants and effective candidate strategies. Their depth of domestic and international databases and use of multiple sourcing strategies provides a comprehensive platform to source relevant executives. They have a team of senior consultants in Sydney and Melbourne with an average of 10 years' experience who place over 60 people annually at $200,000+ salaries with a 95% completion rate.
Keith Howard is an ambitious and proven leader with over 20 years of experience in financial institutions. He currently serves as Vice President of Project Management at US Bank in Palm Springs, CA, where he has initiated budget planning and exceeded income and expense targets. Prior to this role, he led regional private client and branch management teams, achieving top performance nationally. Howard builds high-performing teams through strategic planning, training, and a focus on customer needs.
Similar to Executive Assessment Report Sample, Gordon Curphy, PhD (20)
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2. Executive Assessment Report-Mark McMurray
Job Challenges for Mark McMurray
Mark, you have been heading up downstream operations for Husky Energy for
the past 18 months. Prior to this role you were the VP of Sales and Marketing for the 300
Husky Energy branded stations, and you were promoted into the EVP position with the
acquisition of the Mohawk assets. You currently have P&L responsibility for the network
of over 600 Husky Energy and Mohawk service stations and face four major challenges
as the EVP-Downstream Operations. First, it appears likely that you will miss your end of
the year rebranding target for the Mohawk service stations. Second, you have had a
difficult time integrating the Mohawk staff into the Husky Energy culture. Mohawk has
always been a very entrepreneurial, work hard-play hard culture, where the Husky
Energy has been successful as a command and control, operationally focused
organization. This culture clash has resulted in a high level of turnover among the key
Mohawk leaders over the past 12 months, which has negatively impacted both the
Mohawk rebranding efforts and the financial performance of the Mohawk assets. Third,
BP and Shell have embarked on an ambitious campaign to expand the items sold in
their convenience stores and do major appearance upgrades of their service stations.
The Husky Energy and Mohawk stations look shabby in comparison, and you are seeing
a corresponding reduction in market share, revenues and net margins wherever Shell or
BP has completed their upgrades. Fourth, Husky Energy still needs to acquire one or
two service station chains in the eastern Provinces if it is to be known as a national
player. You will need to play an active role in the due diligence, acquisition, and
integration of these new assets. However, given the performance of the Mohawk assets
to date, you believe there may be some doubts about your ability to manage a larger
downstream operation.
Leadership History and Transitions-Mark McMurray
Mark, prior to and during college you worked at one of the original Husky service
stations as an attendant. After graduating from the University of Calgary with a degree in
Business, you were promoted to a Service Station Manager in another Husky Energy
station in Calgary. You stayed in this role for about six years, where you gained
significant hands on experience with marketing, sales, customer service, finances, and
Copyright Curphy Consulting Corporation, 2006 2
3. automotive repair operations at the service station level. During this time your station
went from one of the worst to one of the best in terms of market share and profitability,
and you attribute this success to hiring the right attendants and mechanics and molding
them into a customer oriented team.
Because of your success running a station, you were promoted into a District
Manager role and put in charge of 15 service stations around Saskatoon. This was a
very difficult time for you, as you inherited an underperforming group of service stations
and many of the Store Managers were not A players. You spent most of the next four
years doing your best to turn around your district--eventually replacing 12 of the 15
Service Station Managers and implementing a set of policies and procedures around
customer service, product displays, and automotive repair operations. These changes
helped to improve local market share and profitability, but you felt the Store Managers
never fully embraced your changes nor operated as a cohesive team.
Wanting to move back to the Calgary area, you then took a marketing position in
HQ to work on a company rebranding and market share initiative. You were only in this
role for six months when you were promoted to the Regional VP of Alberta Downstream
Operations because of a medical retirement. In charge of 10 District Managers and 170
service stations, you spent six years upgrading your District Manager talent,
implementing a highly successful rebranding initiative, and driving best practice sales
and operations procedures through your service stations. While in this role you had
reputation for developing innovative marketing and sales strategies to grow market
share and revenues and for consistently hitting your numbers. However, you also had a
few run-ins with your peers and some morale and turnover problems with your District
Managers.
Despite these problems with your peers and direct reports, the performance of
region was so good that it helped you to get promoted to the SVP of Downstream
Operations for Husky Energy. During the five years you were in this role you expanded
downstream operations from 220 to 300 service stations and improved revenues by 40
percent. You also were also responsible for significantly increasing the commercial
business and realizing a 25 percent increase in market share. Because of your role as
the SVP of Downstream Operations you were also part of the Mohawk due diligence
team. You liked the entrepreneurial culture of Mohawk, and you thought there would be
a number of synergies by folding their service stations into the Husky Energy brand.
Copyright Curphy Consulting Corporation, 2006 3
4. Husky Energy acquired the mid- and downstream assets of Mohawk, and you
were promoted to head up the downstream operations of the 300 Husky and 300
Mohawk service stations. You currently have a team of five Regional VPs and VPs of
Finance, IT, Human Resources, Legal/Risk Management, and several Director level
positions reporting to you. Some of the specific challenges you face as the EVP-
Downstream Operations are described at the beginning of this report.
In summary, you have had a very successful career in downstream operations at
Husky Energy and have been a Service Station Manager, District Manager, Director of
Marketing, Regional Vice President and now the Executive Vice President-Downstream
Operations. You have never run an operation of this size before, nor have you ever been
involved with the integration of a new acquisition. Up until now you have only spent six
months working in a corporate position, and you have never held positions in mid- or up-
stream operations. Over the longer term, you would like to move into either the COO or
CEO roles, but you understand that you will need to overcome the challenges you are
currently facing plus get some refining and exploration experience before you would be
ready to move up.
Skills or Behaviors to KEEP DOING
Strategic and Creative Thinking: Mark, you are a very bright individual who has
a strong capacity for both strategic and innovative thinking. You gather
appropriate data, can accurately discern the veracity of the data, can differentiate
between symptoms and root causes, can generate multiple alternatives, and will
make timely, sound decisions that will help improve the market share and net
revenues of downstream operations. A big picture, out of the box thinker, you
prefer to completely redo existing processes or systems rather than tweak what
is already in place. As the EVP-Downstream Operations, this skill helps you to
identify operational and financial problems, prioritize issues, and develop long-
term solutions that will directly impact service station performance. This skill will
become even more important if you get the opportunity to move up and take on a
COO or CEO role.
Customer Focus: Your 360-degree feedback raters were uniformly glowing with
their ratings of your customer focus. You build trusting relationships with Husky
Energy’s key commercial customers, ask them questions in order to accurately
identify their concerns, develop solutions that meet their needs, and deliver on
Copyright Curphy Consulting Corporation, 2006 4
5. your commitments. As you well know, customer churn is a concern, as BP and
Petro-Gas are actively trying to grow their commercial lines of business. You
need to continue set the example for the rest of downstream operations by
focusing on customer service as one of the keys to improved financial
performance.
Drive for Results: Mark, you have a very strong sense of urgency and are highly
motivated to get results. You have set high performance standards for yourself
and others and will do whatever it takes to get the job done. As the EVP-
Downstream Operations, you are trying to create a more performance- based
culture that emphasizes customer, operations, and financial goals and you hold
people accountable for getting results.
Play the Role of a Charismatic Leader: Your personality and 360-degree
feedback results indicate that you are likely to be perceived as a charismatic
leader. You come across as an intense, driven, enthusiastic, engaging, and
visionary individual who has the capacity to draw others to your vision. Your
enthusiasm helps others in downstream operations get excited about where the
organization is going and what it could achieve. In addition, this capacity to be a
charismatic leader serves you particularly well in times of chaos and crisis, such
as when you started to integrate the Mohawk assets. However, you also need to
be aware that your staff can get burned out working for you, as they may have
difficulties handling your high emotional intensity over the long-term. Overall the
advantages outweigh the disadvantages here, but you need to be aware that
there is a dark side to your charisma.
Skills or Behaviors to START DOING
Be More Patient: Mark, people like you who are smart, driven, and
achievement-oriented often have little patience for others who do not share the
same qualities. You do not suffer fools gladly and you have little tolerance for
people you perceive to be unconcerned with organizational performance. It may
well be that downstream operations has yet to fully embrace being a metrics
driven, performance-based culture. A large part of your job as the EVP-
Downstream Operations is to create this kind of culture, but because of your
personal intensity and strong sense of urgency, you may end up turning people
off rather than getting them to enthusiastically embrace the new performance
Copyright Curphy Consulting Corporation, 2006 5
6. standards. Getting your staff to understand how they personally benefit from and
what behaviors they actually need to change to fit with the new culture will take
time. When you get frustrated with their lack of progress and react in your typical
fashion (which is to push even harder), you only end up turning more people off
and achieving even poorer results.
Better Deal with Stress: Related to the notion of patience is learning how to
better deal with stress. Your assessment results indicate that you wear your
emotions on your shirt sleeves. On the positive side, this can be very contagious
when you are in a good mood and things are going well. These positive emotions
can serve as a type of motivational fuel that helps employees achieve better than
expected results. On the negative side, you easily get irritated by others and your
bad moods make it difficult for you to build strong relationships with staff
members. Your staff will emulate the emotions of their leader; therefore you need
to keep your negative emotions closely in check when you get frustrated with
your organization’s lack of progress toward goals.
Build High Performing Teams: Because you cannot run downstream
operations by yourself, getting your VPs aligned to the organization’s vision and
goals and getting them to work together as a team will be an important first step
to building a high performance culture. However, right now your team has not
really bought in to your vision and often appears to be working at cross purposes.
Part of the problem is the high level of turnover in your staff, which may in turn be
due to some of the behaviors you need to start and stop doing that are described
in this report. The sooner you can get a handle on some of your more
problematic behaviors, the sooner you will be able to start building a high
performing team.
Skills and Behaviors to STOP DOING
Intimidate Others: Although you are bright, intense, driven, and enthusiastic, at
times you can also come across as somewhat intimidating to others. This is
particularly the case when you are dealing with people you perceive to be B or C
players or when you are frustrated with a person’s lack of performance. Your
intimidation of others is not only affecting your team, but it is also having a
negative impact on your peers and could ultimately derail your career as the
EVP-Downstream Operations if you cannot keep it under control.
Copyright Curphy Consulting Corporation, 2006 6
7. Control Reactions in Stressful Situations: Related to the intimidation factor is
the fact that you need learn to keep your emotions better in check when progress
is thwarted. As we discussed during your assessment, you have several dark
side personality traits that will impede your ability to build high performing teams,
and these counterproductive tendencies are much more likely to emerge during
times of stress. You clearly have a chaotic, stressful job—the type of job that
provides a perfect opportunity for dark side traits to emerge. You need to learn
how to better control your reactions in stressful situations and recognize the
warning signs for when your dark side traits are being exhibited. You also need
to find a trusted subordinate who can provide you with feedback when some of
these negative behaviors are being exhibited.
Concluding Comments
Mark, your assessment results indicate that you have great potential as the EVP-
Downstream Operations at Husky Energy. You are a bright, ambitious, charismatic, and
customer focused individual who possesses many of the characteristics associated with
leadership success. But your assessment results also reveal that you also have some
liabilities, such as impatience, a tendency to intimidate when frustrated, inadequate
emotional control, and a lack of team building skills. It is important to note that your
assets far outweigh your liabilities, but your liabilities, if left unchecked, may well result in
your derailment as the EVP-Downstream Operations. The best course of action at this
time is to identify the triggers that are causing your dark side to emerge and develop
strategies to minimize the emergence of these behaviors. This in turn will reduce the
level of turnover on your team, help you to gain alignment and buy in to the
organization’s vision and goals, and ultimately help you to create a metrics driven,
performance oriented culture across the 600 service stations in Husky Energy.
Copyright Curphy Consulting Corporation, 2006 7
8. Executive Summary
The following table provides an overview of the assessment results for Mark McMurray.
During the assessment process, Mark was evaluated on 16 competencies critical for
leadership and managerial success. The “” symbol is used to indicate how Mark was
evaluated on each competency. When the symbol appears in the far right (green)
column, the corresponding competency is considered to be a clear strength. When the
symbol appears in the middle (yellow) column, the corresponding competency is
considered neither particularly strong nor weak. When the symbol appears in the far left
(red) column, the corresponding competency is considered to represent a clear
opportunity for improvement. Based on these assessment results and the performance
demands or requirements facing Mark, specific recommendations regarding what Mark
should start doing (or do differently), stop doing, and/or continue doing are provided on
the previous pages.
Competencies Clear On-Par
Clear
Improvement for
Leading the Business Strength
Opportunity Position
Analyzing Problems and Making
Decisions
Thinking Strategically
Financial and Technical Savvy
Planning and Organizing
Managing Execution
Leading People
Inspiring Aligned Purpose
Driving Change
Building the Talent Base
Fostering Teamwork
Building and Sustaining Relationships
Creating Open Communications
Building Relationships
Customer Focus
Credibility
Adaptive Capacity
Personal Drive
Adaptability
Learning Approach
Copyright Curphy Consulting Corporation, 2006 8