This document outlines a design thinking approach to succession management. It discusses defining challenges, brainstorming ideas, and creating storyboards and experiments to test assumptions. The goal is to help organizations meet evolving needs by considering how to connect different cultures, embed diversity in planning, and redefine traditional job roles in succession management. A design thinking process of inspiring, ideating, and implementing solutions is presented as a way to develop innovative strategies.

1. Succession Management
a design thinking approach
Andrew Webster, Director, Innovation & Change, ExperiencePoint
David Underwood, Head, Talent Strategy & Analytics, CSAA Insurance Group

2. How do organizations innovate?

3. What is
Design
Thinking?

4. » Design Thinking
The solutions that emerge at
the end of the Design
Thinking innovation process
should hit the overlap of
these three lenses; they
need to be Desirable,
Feasible, and Viable. DESIRABILITY
Start Here
FEASIBILITY VIABILITY
INTRODUCTION INSPIRE IDEATE IMPLEMENT

5. ABSTRACTCONCRETE
INTRODUCTION INSPIRE IDEATE IMPLEMENT
Design Thinking Innovation Process
Frame
Opportunities
INSPIRE IDEATE
» The Innovation Process
!IMPLEMENT
!!
!!!
!!
!!
Brainstorm Ideas
! !Form Insights
!
!!
!Observe People
! ! !Try Experiments
!
Define the Challenge
!!!
! ! ! ! !© IDEO

6. INTRODUCTION INSPIRE IDEATE IMPLEMENT
Design Thinking at CSAA Insurance Group

8. INTRODUCTION INSPIRE IDEATE IMPLEMENT
INSPIRE!
!!!
!!
!!!!
!!!
!A lot of times people don’t know what they
!want until you show it to them.
!
!!
! !— STEVE JOBS

9. INTRODUCTION INSPIRE IDEATE IMPLEMENT
Today’s Challenge
How might we meet the
evolving needs in our field?
» Define The Challenge
!
!

10. INTRODUCTION INSPIRE IDEATE IMPLEMENT
Global and Diverse
Leveraging an increasingly global workforce
!
!

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15. INTRODUCTION INSPIRE IDEATE IMPLEMENT» Define The Challenge
» How might we connect different cultures and values
to a common purpose?
» How might we fuse our market impressions to our
succession pipeline?
» How might we embed diversity as the norm in
succession planning?
» How might we make succession management a
virtual, inclusive and self-sustaining phenomenon?
!
!

16. INTRODUCTION INSPIRE IDEATE IMPLEMENT
Redefinition of Work
Redefining the construct currently known as “job”
!
!

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24. INTRODUCTION INSPIRE IDEATE IMPLEMENT» Define The Challenge
» How might we open source succession management?
» How might we plan for jobs and roles we cannot know?
» How might we help people do the work they want to do
without assuming the roles the do not want?
» How might we plan and manage for work to be done
instead of roles to be filled?
!
!

26. INTRODUCTION INSPIRE IDEATE IMPLEMENT» Brainstorm Ideas
BRAINSTORM
IDEAS!!
!!!!
!
!!!
!
!The best way to have a good idea is to have
!lots of ideas.
!!
!
! !— LINUS PAULING, SCIENTIST (NOBEL X2)

27. INTRODUCTION INSPIRE IDEATE IMPLEMENT» Brainstorm Ideas
Brainstorm Ideas
A fruitful brainstorm requires preparation
and discipline and creates permission to
think expansively without constraints.
It allows for silly or impossible ideas so
as to spark relevant and reasonable ones.

28. INTRODUCTION INSPIRE IDEATE IMPLEMENT
Pacing Use of post-its Sketching
» Brainstorm Ideas
Brainstorm Video
Things to look for...
one idea
per post-it

29. INTRODUCTION INSPIRE IDEATE IMPLEMENT» Brainstorm Ideas
Brainstorm Video

30. INTRODUCTION INSPIRE IDEATE IMPLEMENT
Brainstorm Rules
IDEO has very few rules, but the rules for a good brainstorm are so
important that they are painted on the walls of every meeting room.
» Brainstorm Ideas

31. Defer judgment
There are no bad ideas at this point. There will be plenty of time to
judge ideas later.
INTRODUCTION INSPIRE IDEATE IMPLEMENT» Brainstorm Ideas

32. Encourage wild ideas
It’s the wild ideas that often create real innovation.
It is always easy to bring ideas down to earth later!
INTRODUCTION INSPIRE IDEATE IMPLEMENT» Brainstorm Ideas

33. Build on the ideas of others
Think in terms of ‘and’ instead of ‘but.’ If you dislike an idea, challenge
yourself to build on it and make it better.
INTRODUCTION INSPIRE IDEATE IMPLEMENT» Brainstorm Ideas

34. Stay focused on the topic
You will get better output if everyone is disciplined.
INTRODUCTION INSPIRE IDEATE IMPLEMENT» Brainstorm Ideas

35. One conversation at a time
Allow ideas to be heard and built upon.
INTRODUCTION INSPIRE IDEATE IMPLEMENT» Brainstorm Ideas

36. Be Visual
Try to engage the logical and the creative sides
of the brain. A quick sketch can help make your idea more
understandable to someone else.
INTRODUCTION INSPIRE IDEATE IMPLEMENT» Brainstorm Ideas

37. Go for quantity
Set a big goal for the number of ideas and surpass it!
Remember there is no need to make a lengthy case
for your idea since no one is judging. Ideas should flow quickly.
INTRODUCTION INSPIRE IDEATE IMPLEMENT» Brainstorm Ideas

38. INTRODUCTION INSPIRE IDEATE IMPLEMENT» Brainstorm Ideas
It’s time to brainstorm!
How might we meet the evolving
needs of our field?

39. INTRODUCTION INSPIRE IDEATE IMPLEMENT
INSPIRATIONAL
Your idea should be novel,
exciting, and easy to
understand by someone
not steeped in the process
or the topic.
CONNECTED
Your idea should meet a
real need and solve a real
problem.
RELEVANT
Your idea should be
relevant to the original
design challenge.
» Brainstorm Ideas
Select your best idea based on these criteria.

40. INTRODUCTION INSPIRE IDEATE IMPLEMENT
Storyboards help evolve ideas.

41. INTRODUCTION INSPIRE IDEATE IMPLEMENT
Storyboards
Storyboards quickly reveal the
breadth of questions related to an
idea’s implementation.
Storyboards help create a shared
understanding of an idea in order to
create alignment.
Storyboards create an invitation to
explore key aspects of an idea.

42. INTRODUCTION INSPIRE IDEATE IMPLEMENT
Create a four-frame storyboard of your idea.
» Who is your target user?
» How will they interact with your solution?

43. ExperiencePoint Design Thinker
I M P L E M E N TI N T R O D U C T I O N I N S P I R E I D E AT E

44. ExperiencePoint Design Thinker
I M P L E M E N TI N T R O D U C T I O N I N S P I R E I D E AT E

45. ExperiencePoint Design Thinker
I M P L E M E N TI N T R O D U C T I O N I N S P I R E I D E AT E

46. ExperiencePoint Design Thinker
I M P L E M E N TI N T R O D U C T I O N I N S P I R E I D E AT E

47. Prepare to present how you
would test a single question or
assumption in < 1 hour, <$100.
Enter a catchy experiment name
into the system.
It s time to design experiments!
ExperiencePoint Design Thinker
I M P L E M E N TI N T R O D U C T I O N I N S P I R E I D E AT E

48. Share with a neighboring team
your idea, and experiment in < 90
seconds
It s time to present your experiments!
ExperiencePoint Design Thinker
I M P L E M E N TI N T R O D U C T I O N I N S P I R E I D E AT E

49. Thank You