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Five Steps to Delivering a Competency-Based Development Plan
The document outlines the logistics and content of a webinar on developing competency-based development plans, featuring speakers from Kenexa, an IBM company. Key objectives include understanding deployment challenges, reviewing a five-step methodology for competency implementation, and addressing common obstacles. It emphasizes the importance of aligning competencies with business strategies to enhance workforce engagement, productivity, and organizational performance.
Five Steps to Delivering a Competency-Based Development Plan
- 1. You can listento today’s webinar using your computer’s speakers or you may dial into the teleconference. If you would like to join the teleconference, please dial 1.650.479.3208 and enter access code: 929 736 091 #. You will be on hold until the seminar begins. #CLOwebinar
- 2. Speaker: Gordon Ritchie Director, Competency Solutions Kenexa, an IBM Company Amy Erickson Senior Competency Solutions Consultant Kenexa, an IBM Company Moderator: Kellye Whitney Managing Editor Chief Learning Officer magazine #CLOwebinar
- 3. • Q&A – Click on the Q&A icon on your floating toolbar on the top of your screen. – Type in your question in the space at the bottom. – Click on “Send.” #CLOwebinar
- 4. Polling Polling question will appear in the “Polling” panel. Select your response and click on “Submit.” #CLOwebinar
- 5. 1. Will I receive a copy of the slides after the webinar? YES 2. Will I receive a copy of the webinar recording? YES Please allow up to 2 business days to receive these materials. #CLOwebinar
- 6. Kellye Whitney Managing Editor ChiefLearning Officer magazine #CLOwebinar
- 7. Gordon Ritchie Director, CompetencySolutions Kenexa, an IBM Company Amy Erickson Senior Competency Solutions Consultant Kenexa, an IBM Company #CLOwebinar
- 8. 5 STEPS TODEVELOPING A COMPETENCY-BASED DEVELOPMENT PLAN Amy Erickson Gordon Ritchie To us, business is personal
- 9. IBM SMARTER WORKFORCE Leaders and employees transforming organizations for business advantage in three significant ways Motivate Build a workforce of innovative leaders Attract Attract and recruit top talent and and teams that solve problems source the best people for your together—resulting in stronger culture and business needs. engagement, increased productivity and higher profit. Land the perfect job: Employee strengths, career Make an impact: aspirations, and personality are Employees are motivated to matched to the role and company outperform, using tools to measure culture. their progress, and transform the organization and their careers. Empower Empower employees to hit the ground running and A Smarter Workforce has to continually learn and develop their skills so that employees who are: they can make the greatest impact. Motivated, Committed, Loyal, Hit the ground running: Productive, Creative, Proactive, Employees are empowered with the right tools and and High Value easily connect to expertise across the organization to grow their skills and start contributing immediately. 9 © 2012 Kenexa Corporation
- 10. WHAT THE ANALYSTSAY… “Best‐In‐Class organizations are more than twice as likely to identify competency data for each employee.” SHRM recognized in their 2012 Employee survey, being recognized in using your skills is now the #1 employee job satisfaction issue, above pay, benefits etc. “If we can apply science to improving the selection, management, and alignment of people, the returns can be tremendous.” Forbes Leadership Article February 2013 “… companies realize they cannot solve their skills shortages externally. To achieve competitive advantage, they must commit to developing the right skills internally” Corporate Learning Factbook 2012 © 2012 Kenexa Corporation 10
- 11. CHALLENGES DEFINING COMPETENCIES What prevents you from implementing competencies (or extending the competencies you have) in your organization? 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% Manual Budget Too difficult to Too many Lack of process Constraints define jobs executive competencies support Source: Competencies, Compensation and Technology Luncheons.- 2012 Copyright Kenexa®, 2012 © 2012 Kenexa Corporation 11
- 12. TODAY’S OBJECTIVES • Understand the challenges to deploying competency based development plans • Review the 5 step methodology to successfully deliver competency based development • Learn key tips and tools that can help you overcome common objections and delays © 2012 Kenexa Corporation 12
- 13. THE 5 STEPS 1. Create a Consistent Competency Architecture 2. Identify Critical Competencies based on Business Strategies; Map to Jobs, Projects, CV’s… 3. Map Learning to Competencies 4. Determine Knowledge Gaps for each Competency 5. Create Development Plans © 2012 Kenexa Corporation 13
- 14. STEP 1 – CREATEA CONSISTENT COMPETENCY ARCHITECTURE
- 15. ELEMENTS OF AJOB PROFILE COMPETENCY PROGRAM Technology Methodology / Adoption Strategies Architecture Content Copyright Kenexa®, 2012 © 2012 Kenexa Corporation 15
- 16. COMPETENCY IMPLEMENTATION: FOCUS Recommended Approach 20% of the effort 80% of the effort Application Integration Launch & Long‐Term Development Iteration Communication Implementation Get the “big things right”; Position models as Develop and use quickly and update over time. “don’t dwell on the small prototypes for learning Focus on buy‐in and change management processes. stuff”. how to change Make sure you get to the applications; don’t get stuck Apply existing materials behaviors (vs. a perfect in model development. and best practices in output image). developing a rapid draft Focus on the overall architecture Key success criteria and themes. Typical Approach 20% of the effort (if able to move out of 80% of the effort development stage) © 2012 Kenexa Corporation 16
- 17. TYPES OF COMPETENCIES AND IMPACT Reflects strategy and culture Core, Supports selection and hiring Leadership Reflects the leadership pipeline & Levels‐Based Applicable to all roles Competencies Reflects functional strategy and key skills Functional Applies to all functional Competencies incumbents and candidates Reflects job/role specific knowledge and skills Technical and Domain Well suited for skills assessment, skills Specific Competencies inventory analysis and development Applies to incumbents and candidates by position “A combination of knowledge, skills and abilities describing the demonstrable indicators of proficiency.” © 2012 Kenexa Corporation 17
- 18. CONSISTENTLY DEFINING SKILLS AND EXPERTISE Copyright Kenexa®, 2012 © 2012 Kenexa Corporation 18
- 19. BUILDING THE PROFILE COMPETENCY ARCHITECTURE Competency Innovation Definition Develops new ideas and initiatives that improve the organization's performance. Suggests better ways of completing own work. Level 1: Demonstrates the ability to generate ideas organically or in a brainstorming session. Basic Understanding Learning References Supports innovations that are introduced by team leaders and managers. Seeks help to shape ideas into workable proposals for change. Seeks new or non‐traditional ideas to improve effectiveness in own area of responsibility. Participates in efforts to develop ideas generated by team members. Level 2: Seeks applicable new ideas and approaches. Working Experience Coaching Tips Surfaces ideas from other groups that have applicability to the team. Helps develop implementation plans for introducing innovations to the group. Encourages exploration of non‐traditional ideas from team members. Seeks new or non‐traditional ideas to improve effectiveness in team's area of responsibility. Level 3: Extensive Fosters a team culture that encourages exploration of non‐traditional ideas. Experience Development Statements Guides team members in the development and fulfillment of proposed innovations. Develops change initiatives that target improvement of significant organizational capabilities. Implements strategies for renewing or deepening change efforts. Introduces new perspectives and information to the team in order to stimulate innovation and change. Level 4: Supports new ideas and technologies that produce competitive advantage. Subject Matter Shares best practices and benchmarks of excellence. Depth Provides ongoing sponsorship for innovation programs and change initiatives. and Mentors team to question established practices and propose innovations. ® Breadth © 2012 Kenexa Corporation Copyright Kenexa , 2012 19 Leads a continuous cycle of innovation that incorporates feedback to improve future initiatives.
- 20. IMPLEMENTATION PROCESSES & KNOWLEDGE TRANSFER Organizational Strategies & Goals PLAN & DEFINE MONITOR & On‐the‐Job Training DESIGN & Implementation Guide Templates CONFIRM IMPROVE • working group agendas • internal team roles and resp • sample project plan • FAQ’s • communication strategy and samples Governance Considerations ANALYSE & DEPLOY ACT © 2012 Kenexa Corporation 20
- 21. DEFINING JOB COMPONENTS Job XYZ Responsibilities 1. Create applications for sale to the open market…. 2. xxxx 3. Xxxx Job XYZ Responsibilities include Innovation – Innovating new Level 3 analysis techniques to create the Communications – highest quality….. Level 2 Xxxx xxx Systems Analysis – Level 4 System Testing – Level 2 © 2012 Kenexa Corporation 21
- 22. WHAT ARE JOB PROFILES? Job Responsibilities Job Family Profile Matrix Step 1 Primary Responsibilities Mgr Sr. Jr. Assoc. ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Job Job Job Job Title Title Title Title Core Competencies 4 3 2 1 Competency Step Knowledge, Skills, Leadership 2 Abilities required to 4 3 Competency successfully carry out Job Responsibilities Functional ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ 4 3 2 1 Competency Proficiency Levels Technical 4 2 1 Step Level of expertise Competency 3 required to be successful in a job ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Proficiency Levels Copyright Kenexa®, 2012 © 2012 Kenexa Corporation 22
- 23. JOB CLARITY /CAREER OPPORTUNITIES Director of Cloud Risk & IT Compliance Cloud Computing Cloud Computing Cloud Security Computing Manager ‐ Cloud Infrastructure Solution Architect Architect Operations Computing Architect Competency Name Proficiency Proficiency Proficiency Proficiency Proficiency 2 - Working 2 – Working 2 – Working 3 - Extensive 3 - Extensive Knowledge of Organization experience Experience Experience experience experience 2 - Working 3 - Extensive 2 - Working 2 – Working Innovation experience experience experience Experience Mobile Operating Systems and 4 - Subject matter 3 - Extensive 3 - Extensive 2 - Working 2 - Working Platforms depth and breadth experience experience experience experience Information Security 3 - Extensive 2 - Working Technologies experience experience 3 - Extensive 2 - Working 3 - Extensive Information Security Architecture experience experience experience 3 - Extensive Information Security Audits experience 3 - Extensive 2 - Working Data Privacy experience experience 4 - Subject matter 3 - Extensive 2 - Working 3 - Extensive Cloud Computing depth and breadth experience experience experience 3 - Extensive 3 - Extensive 2 - Working 2 - Working 2 - Working Cloud Computing Architecture experience experience experience experience experience Copyright Kenexa®, 2012 © 2012 Kenexa Corporation 23
- 24. STEP 2 – IDENTIFYCRITICAL COMPETENCIES BASED ON BUSINESS STRATEGIES
- 25. BUILDING & EVOLVINGTHE STRATEGIC ORGANIZATIONAL MODEL Existing Company Purchased Competency Content Competency Content Company Goals & Priorities, Industry Trends, Company Subject Matter Expertise Strategic Organizational Model © 2012 Kenexa Corporation 25
- 26. BUSINESS REQUIREMENTS RISK MANAGEMENT: • Do we have the critical workforce competencies to compete today and in the future? • What knowledge, skills, and abilities are walking out the door when an employee leaves? (baby boomers) • How will we address changing governmental regulations / compliance issues? SUCCESSION PLANNING / LEADERSHIP PIPELINE: • How do we know a ‘hi-pot’ is ready to move? • What is our bench strength should an incumbent leave a critical job (at any level) DEVELOPMENT PLANNING: • Are we expending our development resources in the right areas, in the most efficient way? ORGANIZATIONAL ALIGNMENT AND COMMUNICATION: • How do employees know what the company expects of them? • Are individuals’ jobs and competencies aligned with corporate objectives, strategies, and goals with individuals’ jobs? • What can we do to improve employee engagement scores? STAFFING AND RECRUITING: • Are we hiring in the right competencies at the right levels for the right positions? • Do we have the talent in-house? © 2012 Kenexa Corporation 26
- 27. STEP 3 – MAPLEARNING RESOURCES TO COMPETENCIES
- 28. ASSIGNING LEARNING RESOURCES Competency Innovation Definition Develops new ideas and initiatives that improve the organization's performance. Suggests better ways of completing own work. Level 1: Demonstrates the ability to generate ideas organically or in a brainstorming session. Basic Understanding Supports innovations that are introduced by team leaders and managers. Seeks help to shape ideas into workable proposals for change. Seeks new or non‐traditional ideas to improve effectiveness in own area of responsibility. Participates in efforts to develop ideas generated by team members. Level 2: Seeks applicable new ideas and approaches. Working Experience Surfaces ideas from other groups that have applicability to the team. Helps develop implementation plans for introducing innovations to the group. Encourages exploration of non‐traditional ideas from team members. Seeks new or non‐traditional ideas to improve effectiveness in team's area of responsibility. Level 3: Extensive Fosters a team culture that encourages exploration of non‐traditional ideas. Experience Guides team members in the development and fulfillment of proposed innovations. Develops change initiatives that target improvement of significant organizational capabilities. Implements strategies for renewing or deepening change efforts. Introduces new perspectives and information to the team in order to stimulate innovation and change. Level 4: Supports new ideas and technologies that produce competitive advantage. Subject Matter Shares best practices and benchmarks of excellence. Depth Provides ongoing sponsorship for innovation programs and change initiatives. and Mentors team to question established practices and propose innovations. ® Breadth © 2012 Kenexa Corporation Copyright Kenexa , 2012 28 Leads a continuous cycle of innovation that incorporates feedback to improve future initiatives.
- 29. DEVELOPMENT AND COACHING DISCUSSIONS- INNOVATION Development Statement Devel. Statement Group Name Description Types Fostering Innovation Foster innovation by increasing R&D expenditures by 20% in the Quantitative next year. Prompting Innovative Thinking Attend industry-specific conferences on a quarterly basis, and look Qualitative for products of offerings that could be improved or expanded on as a way to jumpstart innovative thinking. Rewarding Innovation Offer a quarterly award to the most innovative employee, as Qualitative measured by the number or success of innovations. Coaching Tip Name Description Coaching Tip Type Looking for Alternative Solutions Look for alternative solutions to business problems, without initially Exploring|Planning evaluating feasibility or likelihood of success. Sharing Problems for Second Encourage your team to share problems with coworkers for second Promoting Opinions opinions. People not directly involved in the problem can provide ideas and points of view not previously explored. Out‐of‐the‐Box Thinking For major projects, hold brainstorming meetings with your team that Exploring facilitate out‐of‐the‐box thinking. Let employees bounce ideas off of each other without requiring an immediate solution. Copyright Kenexa®, 2012 © 2012 Kenexa Corporation 29
- 30. LEARNING REFERENCES - INNOVATION Learning Type Examples Activities On & Off the job “OJT” ‐ 70‐20‐10 Books Full spectrum of business and technical subjects Learning Reference Learning Reference Name Learning Reference Description Conferences job Activities On & Off the Professional conferences Participate in the implementation of a significant Quality initiative participation quality initiative that includes process mapping, Government Resources Government regulatory agencies, resources, practices developing improvement strategies, negotiating tradeoffs and buy-in for resources, and developing Internal References Company‐specific materials, best practices, resource center follow-up measurements Activities On & Off the job Observe role models Observe and analyze the behavior of potential role Organizations, models for change Not‐for‐profit, professional associations and user groups Associations job Activities On & Off the Create benchmarks Benchmark other groups or external organizations to get new ideas for productive change Professional journals, periodicals, newsletters, newspapers; External Publications and Surveys, reports, government, regulatory and industry References guidelines Instructor‐led in‐house, local, regional classes; Higher Training Programs; education institutions with programs for the business Universities community Vendors For‐profit training, software or service vendors and publishers Internet Websites with relevant information © 2012 Kenexa Corporation 30
- 31. INVOLVED FROM BEGINNING Organizational Strategies & Goals PLAN & DEFINE MONITOR & DESIGN & IMPROVE CONFIRM ANALYSE & DEPLOY ACT © 2012 Kenexa Corporation 31
- 32. CRITICAL ROLE INCORE TEAM Plan & Define • Assign Learning Advisor to Core Competency Team • Facilitate Learning Resource Sessions with SME’s at end of Working Sessions • Assemble Learning Team to review and map existing training materials and Design & Confirm activities to chosen competencies. • Create a learning reference repository – each item can be used more than once. • Ensure Learning References are mapped to competencies and are Deploy communicated to organization at time of implementation. • Often the first and most substantial “WIIFM” – key to adoption • Analyze the results if performing gap assessments. Analyze & Act • Determine with Managers key competency gaps, consult with options. • Arrange for training – OJT, job rotations, conferences… • Ensure involvement on competency reviews • Periodically (Annually? Semi‐annually) scan the data base for outdated Monitor & Improve materials, update with new. • Scan database to ensure there are learning resources for every competency and © 2012 Kenexa Corporation visa versa 32
- 33. STEP 4 – IDENTIFYKNOWLEDGE GAPS
- 34. THE COMMON DENOMINATOR Job Learning Resources Individual Competencies Project Resume © 2012 Kenexa Corporation 34
- 35. INDIVIDUALS Sample Competencies Cloud Computing Application Jim's Current Architect, Senior Proficiency Level Knowledge of Organization 2 2 Products and Services 3 3 Earned Value Management 3 3 Software Development 3 3 Extreme Programming (XP) 4 3 IT PROJECT MANAGEMENT 3 3 INFORMATION SECURITY 3 2 MANAGEMENT Configuration Management 3 3 CLOUD RESOURCE 4 1 MANAGEMENT Copyright Kenexa®, 2012 © 2012 Kenexa Corporation 35
- 36. TEAM COMPETENCY GAP ANALYSIS What competency gaps do we have which would prevent us from meeting our business objectives? How will these impact each function within the organization? Copyright Kenexa®, 2012 © 2012 Kenexa Corporation 36
- 37. CANDIDATE ANALYSIS How do we find out who is best suited for each role in the organization? Or which other roles would better suit them? Copyright Kenexa®, 2012 © 2012 Kenexa Corporation 37
- 38. STEP 5 – CREATEDEVELOPMENT PLANS
- 39. WHERE ARE THEGAPS? • Individual Knowledge Gaps: Not necessarily “bad.” Perhaps new to role, or it is a new competency for the company – pro-active, future-looking requirement. Organizational movement. • Team Gaps: Used to isolate the skills to develop in individuals. Provides a reason why individual is receiving development in one competency over another. • Prepare for a Career Move: Mindful, planned development to build the competencies needed for a new job. Also for the incumbent who will be moving into the job. • Close Resume “Gap”: e.g., if operational experience is missing from a leader’s curriculum vitae – assign project with operation competencies as a requirement. • Address a new Project’s Requirements: plan for future. • Support Organization’s move into new Market: be pro-active; manage organization risk © 2012 Kenexa Corporation 39
- 40. DEVELOPMENT PLANNING • Identify Competencies to Develop – Individual knowledge gaps – Filling Leadership CV Gaps – Address Project Critical Competencies for Future – Address organization risk due to lack of core competencies • Identify Key Learning References for each Competency – OJT; Coaching; Mentoring; SME’s; Job Rotations; Project Assignments – Filling Leadership CV Gaps • Work with Manager to create schedule for learning © 2012 Kenexa Corporation 40
- 41. LEARNING RESOURCE GOVERNANCE • Assign a learning specialist to the core competency team permanently. • Determine frequency of updates in lieu of any organizational shifts – annually? • Develop processes and criteria for adding, updating and deleting learning resources. • Client feedback • Dated material • Obsolete websites • SME’s • New vendor offerings • New technologies © 2012 Kenexa Corporation 41
- 42. COMPETENCY IMPLEMENTATION (BEST PRACTICES) Model Building • Ensure linkage between competencies and organization strategies • Keep models simple at launch • Add dimensional criteria and keep the momentum • Start with a library or Competency Framework Applications • Focus on assessment and development first, then evaluation and pay applications • Integrate of the competencies with all processes, even if tools aren’t • Ensure consistency of applications rather than allowing too many variations Change Management • Clarify and communicate specific objectives of your applications up front • Ensure top management and line management buy-in and ongoing support • Be focused in implementation (i.e., one function, one pilot group first) • Provide training and communication more consistently and carefully (building in training at all stages of implementation) • Develop and consistently apply a measurement system used to evaluate the effectiveness of implementation over time © 2012 Kenexa Corporation 42
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- 44. Join Our NextCLO Webinar How to Build a Business Case for Formalization of Learning Tuesday, March 26, 2013 CLO Webinars start at 2 p.m. Eastern / 11 a.m. Pacific Register for upcoming CLO Webinars at www.clomedia.com/webinars Join the Chief Learning Officer magazine Network http://network.clomedia.com/ #CLOwebinar