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Speaker: Dave Weisbeck
Chief Strategy Officer
Visier
Moderator: Josie Sutcliffe
Director, Product Marketing
Visier
Putting the 'Strategic' Into
Strategic Business Partner
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Frequently Asked Questions
Page 7 © 2014 Visier™© 2014 Visier™
Putting the Strategic in Strategic Business Partner
Presenter: Dave Weisbeck
May 7th
2-3pm ET
11am-12pm PT
Page 8
WORKFORCE ANALYTICS AND
PLANNING.
SMART. INTUITIVE. COMPLETE.
Page 9
Dave Weisbeck, Chief Strategy Officer, Visier
Dave Weisbeck leads the overall solutions success and
strategy at Visier. Prior to joining Visier, Dave spent over 18
years in the information management and analytics
industry, which included time spent helping to build Crystal
Decisions and Business Objects products and product
strategy. Most recently Dave was the senior vice president
and general manager responsible for Business Intelligence,
Enterprise Information Management and Data
Warehousing at SAP.
PRESENTER
Page 1010
Historically, many within the HR profession have
lamented the lack of respect and acknowledgment for the
services they provide. Now opportunity is banging at the
door of every HR function to reverse that situation. The
need to be more strategic and business-linked is
evident.”
J. Robinson, and D. Robinson, Strategic Business Partner: A Critical Role for
Human Resource Professionals.
“
Page 11
ULRICH MODEL
11
StrategicOperational
Process
People
Strategic Partner
Change AgentEmployee Champion
Administrative Expert
Source: Ulrich (1997), Human Resource Champions
Page 12
ARE WE THERE YET?
12
Source: Hay Group, Next generation HR, Connecting strategy, people and work
Page 13
TODAY’S AGENDA
The Three Wheres?:
- Where From
- Where Now
- Where To
What is a Strategic Business Partner
Practical Steps to Become A Better Strategic
Partner
 Connecting to the Business
 Analytics as a Catalyst
 Planning as an Enabler
Page 14
Where From
Where Now
Where To
Page 15
Increased complexity of the workplace
 24/7 business, global competition, fading time/place
boundaries, risk and compliance
Increased complexity of the workforce
 Offshoring, global mobility, contingent workers,
generational divides, war for talent
New technologies
 Social media, smart phones, Cloud, always-on
Cost pressures
 Every function must justify itself with ROI
WHAT IS DRIVING THE CHANGE?
15
Page 16
EVOLUTION OF HR
16
IncreasingValue
Employee Relations Administration Human Resource Effective Organizations
Compliance
Workers
Compensation
Payroll
Training
Staffing
Workforce
Planning
Talent Analytics
Performance
Management
Organizational
Design
Talent Acquisition
Leadership
Development
Cost Containment
NOW
leadinglagging
Managing Talent
Managing
Staff
Compensation
Page 1717
Page 1818
Page 19
What is a Strategic
Business Partner?
Page 20
WHAT DOES IT MEAN TO BE
STRATEGIC?
20
Page 21
COMPETENCIES OF BEING STRATEGIC
1. Know the Goal
 Always act with the end in mind. Purposeful. With intent.
2. Big Picture View
 Mental model of the end-to-end system. Past, present,
future.
3. Think Divergently
 Consider the alternative path. Look outside current
boundaries. Be open. Ask “What if?”
4. Think Critically
 Break things down to root causes. Analyze. Inspect.
5. Align
 Seek convergence, not consensus.
Page 22
BEING STRATEGIC IS…
…the focus that allows individuals within an
organization to marshal and leverage their energy,
to focus attention, to resist distraction, and to
concentrate for as long as it takes to achieve a
goal.”
Jeanne Liedtka, “Linking Strategic Thinking with Strategic Planning”
“
Page 23
STRATEGIC BUSINESS PARTNER
Organizational development
 What are the group dynamics?
 What culture and beliefs impact
decisions and change?
 Organization design – system
thinking
 How do we remove friction or
conflict?
Partnering
 Coaching
 Consulting – 2-way
conversation
 Be willing to challenge – have
a point of view
 How do I build relationships
and collaborate?
Relationships
Human Resource Expertise
 Talent Management
 Recruiting
 Compensation
 What processes and
technology improve efficiency?
 What are the people goals and
measures of success?
Business Expertise
 Who is the customer? What
problem do you solve for
them?
 Who is the competition? How
do you compare?
 What are the business goals
and measures of success?
Expertise
Adopted from Rothwell & Budscooter (Ed.), 2012.
The Encyclopedia of Human Resource Management
Page 24
Page 25
Practical Steps to Become
A Better Strategic Partner
Page 26
How to:
1. Understand the Business
2. Improve your Big Picture Understanding and Be
a Better Critical Thinker
3. Get Convergence and Alignment
3 WAYS TO BECOME MORE STRATEGIC
BUSINESS PARTNER
26
Page 27
How do people impact the
success of the business
strategy?
1. UNDERSTAND THE BUSINESS
27
The fundamental question to answer is:
Page 28
What is the business strategy?
1. Who is the company’s core customer?
2. What problems do your products/services
solve for them?
3. Who is the competition?
4. Where does the organization stand in relation
to the competition and customer?
1. UNDERSTAND THE BUSINESS
28
The purpose of business is to create and keep a customer.”
- Peter Drucker
“
Page 29
1. Who is the company’s core customer?
2. What problems do your products/services solve for them?
3. Who is the competition?
4. Where does the organization stand in relation to the competition
and customer?
 Ask Sales, Marketing, Product Management, and/or
Customer Support.
 Establish relationships with people who deal with
customers on a regular basis, and stay up to date.
 Get out of the office. Visit a store or plant. Join a call.
1. UNDERSTAND THE BUSINESS
29
Page 3030
How do people impact the
success of the business
strategy?
 Increase customer satisfaction?
 Drive innovation?
 Achieve execution excellence, and process efficiencies?
 Bring regional expertise and knowledge?
Once you understand the customer, then
make the connection:
Page 31
Big Picture View
 Mental model of the end-to-end system. Past, present,
future.
Think Critically
 Break things down to root causes. Analyze. Inspect.
The goal is to understand connections. What will the
impact be to a change?
The secret: analytics!
2. BIG PICTURE, THINKING CRITICALLY
31
Page 32
2. IMPROVE YOUR BIG PICTURE
UNDERSTANDING
REPORTS
Measure single data points
Provide information – the what
Guide operations
State past and present
Tabular outputs of counts and
rates
ANALYTICS
Connect multiple data points
Provide insights – the why
Drive strategy
State past, present, and
predict the future
Visual outputs of patterns and
trends
Page 33
TALENT RETENTION
“Voluntary Resignations
are at a 5-year high.”
Bureau of Labor Statistics
Job Openings and Labor Turnover Survey
October 2013
Page 34
BREAKING AWAY FROM REPORTS
We need to find the connections:
Understand: what is the real situation? Do we have a problem?
Hypothesize: what factors do we believe are impacting resignations?
Test: is there a relationship? Yes, then understand…
Common approaches:
Turnover rate
Turnover by
organization
Voluntary turnover
Page 35
UNDERSTAND
35
Page 36
HYPOTHESIZE
36
Page 37
TEST - IS IT COMPENSATION?
37
Page 38
TEST – IS IT CAREER DEVELOPMENT?
38
Page 39
WHY THEN?
39
Page 40
Align
 Seek convergence, not consensus.
The goal is to make decisions and actions
happen. Own the process for decisions.
The secret: Planning
3. GET CONVERGENCE AND ALIGNMENT
40
Page 41
WORKFORCE ANALYTICS AND PLANNING
Page 42
THE PURPOSE OF WORKFORCE
PLANNING
The purpose of workforce
planning is to allocate the right
people to the right position at
the right time.
The activity of workforce
planning is therefore the set of
choices about where to allocate
people and how to be able to
measure the effect of those
choices.
Page 43
BAD PLANNING
43
GOOD PLANNING
Page 4444
Page 4545
Page 46
Re-Cap & Question Time
Page 47
Practice thinking and acting strategically
 End in mind, big picture, divergent, critically, aligning
You must own the connection of how people impact
the business strategy
 Understand the customer and competition to understand the
business
Use Analytics to be a great big-picture, critical thinker
 Understand, hypothesize, test, repeat
Use Planning to own the process to decisions and
action
 Collaborative, regular, consistent
RE-CAP
Page 48
Dave Weisbeck
dave.weisbeck@visiercorp.com
www.visier.com
Q&A
#WFwebinar
• Also please fill out the
event evaluation.
• Please take this time to
submit your Questions.
#WFwebinar
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Putting the "Strategic" into Strategic Business Partner

  • 1. #WFwebinar Speaker: Dave Weisbeck Chief Strategy Officer Visier Moderator: Josie Sutcliffe Director, Product Marketing Visier Putting the 'Strategic' Into Strategic Business Partner
  • 2. #WFwebinar Tools You Can Use Audio Control – A dial in number will not be provided. – Adjust the volume by sliding the indicator in the Media Player box to the left. – Also check your computer’s volume for external speakers or headsets.
  • 3. #WFwebinar Tools You Can Use Question & Answer – Type in your question in the “Q&A” box to the left. – These queries are visible by the presenter ONLY. – Type your question in the space at the bottom. – Click “Send.”
  • 4. #WFwebinar Tools You Can Use Twitter - Click “Post” in the Twitter widget. #WFwebinar @Workforcenews
  • 5. #WFwebinar Tools You Can Use Speaker Bios Resources Media Player Q&A Slides Twitter Help Post Event Evaluation Share This
  • 6. #WFwebinar 1. May I receive a copy of the slides? YES! Click on the resource list located on the top left portion of your screen. 2. May I review the webinar recording at a later date? YES! You may log in again using today’s link to review the presentation on-demand. Frequently Asked Questions
  • 7. Page 7 © 2014 Visier™© 2014 Visier™ Putting the Strategic in Strategic Business Partner Presenter: Dave Weisbeck May 7th 2-3pm ET 11am-12pm PT
  • 8. Page 8 WORKFORCE ANALYTICS AND PLANNING. SMART. INTUITIVE. COMPLETE.
  • 9. Page 9 Dave Weisbeck, Chief Strategy Officer, Visier Dave Weisbeck leads the overall solutions success and strategy at Visier. Prior to joining Visier, Dave spent over 18 years in the information management and analytics industry, which included time spent helping to build Crystal Decisions and Business Objects products and product strategy. Most recently Dave was the senior vice president and general manager responsible for Business Intelligence, Enterprise Information Management and Data Warehousing at SAP. PRESENTER
  • 10. Page 1010 Historically, many within the HR profession have lamented the lack of respect and acknowledgment for the services they provide. Now opportunity is banging at the door of every HR function to reverse that situation. The need to be more strategic and business-linked is evident.” J. Robinson, and D. Robinson, Strategic Business Partner: A Critical Role for Human Resource Professionals. “
  • 11. Page 11 ULRICH MODEL 11 StrategicOperational Process People Strategic Partner Change AgentEmployee Champion Administrative Expert Source: Ulrich (1997), Human Resource Champions
  • 12. Page 12 ARE WE THERE YET? 12 Source: Hay Group, Next generation HR, Connecting strategy, people and work
  • 13. Page 13 TODAY’S AGENDA The Three Wheres?: - Where From - Where Now - Where To What is a Strategic Business Partner Practical Steps to Become A Better Strategic Partner  Connecting to the Business  Analytics as a Catalyst  Planning as an Enabler
  • 14. Page 14 Where From Where Now Where To
  • 15. Page 15 Increased complexity of the workplace  24/7 business, global competition, fading time/place boundaries, risk and compliance Increased complexity of the workforce  Offshoring, global mobility, contingent workers, generational divides, war for talent New technologies  Social media, smart phones, Cloud, always-on Cost pressures  Every function must justify itself with ROI WHAT IS DRIVING THE CHANGE? 15
  • 16. Page 16 EVOLUTION OF HR 16 IncreasingValue Employee Relations Administration Human Resource Effective Organizations Compliance Workers Compensation Payroll Training Staffing Workforce Planning Talent Analytics Performance Management Organizational Design Talent Acquisition Leadership Development Cost Containment NOW leadinglagging Managing Talent Managing Staff Compensation
  • 19. Page 19 What is a Strategic Business Partner?
  • 20. Page 20 WHAT DOES IT MEAN TO BE STRATEGIC? 20
  • 21. Page 21 COMPETENCIES OF BEING STRATEGIC 1. Know the Goal  Always act with the end in mind. Purposeful. With intent. 2. Big Picture View  Mental model of the end-to-end system. Past, present, future. 3. Think Divergently  Consider the alternative path. Look outside current boundaries. Be open. Ask “What if?” 4. Think Critically  Break things down to root causes. Analyze. Inspect. 5. Align  Seek convergence, not consensus.
  • 22. Page 22 BEING STRATEGIC IS… …the focus that allows individuals within an organization to marshal and leverage their energy, to focus attention, to resist distraction, and to concentrate for as long as it takes to achieve a goal.” Jeanne Liedtka, “Linking Strategic Thinking with Strategic Planning” “
  • 23. Page 23 STRATEGIC BUSINESS PARTNER Organizational development  What are the group dynamics?  What culture and beliefs impact decisions and change?  Organization design – system thinking  How do we remove friction or conflict? Partnering  Coaching  Consulting – 2-way conversation  Be willing to challenge – have a point of view  How do I build relationships and collaborate? Relationships Human Resource Expertise  Talent Management  Recruiting  Compensation  What processes and technology improve efficiency?  What are the people goals and measures of success? Business Expertise  Who is the customer? What problem do you solve for them?  Who is the competition? How do you compare?  What are the business goals and measures of success? Expertise Adopted from Rothwell & Budscooter (Ed.), 2012. The Encyclopedia of Human Resource Management
  • 25. Page 25 Practical Steps to Become A Better Strategic Partner
  • 26. Page 26 How to: 1. Understand the Business 2. Improve your Big Picture Understanding and Be a Better Critical Thinker 3. Get Convergence and Alignment 3 WAYS TO BECOME MORE STRATEGIC BUSINESS PARTNER 26
  • 27. Page 27 How do people impact the success of the business strategy? 1. UNDERSTAND THE BUSINESS 27 The fundamental question to answer is:
  • 28. Page 28 What is the business strategy? 1. Who is the company’s core customer? 2. What problems do your products/services solve for them? 3. Who is the competition? 4. Where does the organization stand in relation to the competition and customer? 1. UNDERSTAND THE BUSINESS 28 The purpose of business is to create and keep a customer.” - Peter Drucker “
  • 29. Page 29 1. Who is the company’s core customer? 2. What problems do your products/services solve for them? 3. Who is the competition? 4. Where does the organization stand in relation to the competition and customer?  Ask Sales, Marketing, Product Management, and/or Customer Support.  Establish relationships with people who deal with customers on a regular basis, and stay up to date.  Get out of the office. Visit a store or plant. Join a call. 1. UNDERSTAND THE BUSINESS 29
  • 30. Page 3030 How do people impact the success of the business strategy?  Increase customer satisfaction?  Drive innovation?  Achieve execution excellence, and process efficiencies?  Bring regional expertise and knowledge? Once you understand the customer, then make the connection:
  • 31. Page 31 Big Picture View  Mental model of the end-to-end system. Past, present, future. Think Critically  Break things down to root causes. Analyze. Inspect. The goal is to understand connections. What will the impact be to a change? The secret: analytics! 2. BIG PICTURE, THINKING CRITICALLY 31
  • 32. Page 32 2. IMPROVE YOUR BIG PICTURE UNDERSTANDING REPORTS Measure single data points Provide information – the what Guide operations State past and present Tabular outputs of counts and rates ANALYTICS Connect multiple data points Provide insights – the why Drive strategy State past, present, and predict the future Visual outputs of patterns and trends
  • 33. Page 33 TALENT RETENTION “Voluntary Resignations are at a 5-year high.” Bureau of Labor Statistics Job Openings and Labor Turnover Survey October 2013
  • 34. Page 34 BREAKING AWAY FROM REPORTS We need to find the connections: Understand: what is the real situation? Do we have a problem? Hypothesize: what factors do we believe are impacting resignations? Test: is there a relationship? Yes, then understand… Common approaches: Turnover rate Turnover by organization Voluntary turnover
  • 37. Page 37 TEST - IS IT COMPENSATION? 37
  • 38. Page 38 TEST – IS IT CAREER DEVELOPMENT? 38
  • 40. Page 40 Align  Seek convergence, not consensus. The goal is to make decisions and actions happen. Own the process for decisions. The secret: Planning 3. GET CONVERGENCE AND ALIGNMENT 40
  • 42. Page 42 THE PURPOSE OF WORKFORCE PLANNING The purpose of workforce planning is to allocate the right people to the right position at the right time. The activity of workforce planning is therefore the set of choices about where to allocate people and how to be able to measure the effect of those choices.
  • 46. Page 46 Re-Cap & Question Time
  • 47. Page 47 Practice thinking and acting strategically  End in mind, big picture, divergent, critically, aligning You must own the connection of how people impact the business strategy  Understand the customer and competition to understand the business Use Analytics to be a great big-picture, critical thinker  Understand, hypothesize, test, repeat Use Planning to own the process to decisions and action  Collaborative, regular, consistent RE-CAP
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