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2011 Annual Benefits FOR FURTHER DISTRIBUTION – NOT FOR DISTRIBUTION OUTSIDE OF APOLLO GROUP OR UNIVERSITY OF PHOENIX
       CONFIDENTIAL – NOT
                          Enrollment




University of Phoenix
Graduation Team Career Progression & Compensation Structure


Alicia Miner
Senior Director of Talent and Strategy
2011 Annual Benefits Enrollment



Today’s Objectives

  Review the Career Progression model and philosophies
  Provide updates and new developments since initial
   communication
  Provide understanding of how the model and process will
   work
  Overview of leadership role in career progression
  Review of what is still being developed for future
   consideration and inclusion
2011 Annual Benefits Enrollment




                   University of Phoenix provides access to higher
                   education opportunities that enable students to
                  develop knowledge and skills necessary to achieve
                 their professional goals, improve the productivity of
                    their organizations and provide leadership and
                             service to their communities.
2011 Annual Benefits Enrollment




      Career Progression Model
      Review




CONFIDENTIAL – NOT FOR FURTHER DISTRIBUTION – NOT FOR DISTRIBUTION OUTSIDE OF APOLLO GROUP
                                 OR UNIVERSITY OF PHOENIX
2011 Annual Benefits Enrollment
The Employee Enrollment Cycle
 2011 Annual Benefits Career
2011 Annual Benefits Enrollment
Model Philosophy and Objectives

   Student Success
      Create meaningful progression criteria that will inhibit
       customer-focused behaviors and a positive student
       experience

   Business Success
      Alignment with regulatory standards and limitations
      Targeted development of employees to enhance overall
       employee, student and organizational success

   Employee Success
      Provide a model of career and growth opportunities to
       distinguish outstanding employees through a
       standardized model
2011 Annual Benefits Enrollment
Career Promotion Ladder

                                   Updates


                                      Senior
                                     Director

                                     Director

                                     Associate
                                      Director

                                     Manager II

                                    Manager I

                  Executive
                                            Executive Specialist
              Advisor/Counselor

          Sr Advisor/Counselor                    Sr Specialist


                                  Advisor/Counselor
The Annual Benefits Enrollment
2011 Specialist Roles




    Specialists will obtain advanced knowledge in
    specific areas
      Specific student bases requiring advanced knowledge
       (Education, Alumni, etc.)
      Advanced knowledge bases (Title IV, Degree
       Completion, etc)
    Slotting will not occur with the specialist roles
    Advisors will perform unique skill validations to
    move into the specialist role
      Example: Mentoring, training or exhibiting in a key area
       of specialty
    Advisors will receive a certification in their
    specialty area

                                                                  9
2011 Annual Benefits Enrollment
    Becoming a Specialist


     Initial Specialty Areas                                            Specialty Area Being
                                                                        Explored for Future

                    Specialty Detail     ACA   ENR   FIN                       Specialty Detail   ACA   ENR   FIN

Healthcare Specialist                     X     X    X     Tribal Specialist                       X          X

Doctoral Specialist                       X     X    X
                                                           Dual Role Specialist                    X          X
Education Specialist                      X     X    X
                                                           UOPX Ambassador Specialist              X     X    X
Military Specialist                       X     X    X
                                                           Student Workshop Specialist             X     X    X
International Specialist                  X    X     X
                                                           Student Progression Specialist          X

Academic Alliances/Workforce Solutions                     Funding Options Specialist                         X
Specialist                                X          X

Employee Specialist                       X     X    X

Master Level Specialist                         X

Alumni Specialist                         X     X    X

Re-entry Specialist                             X
2011 Annual Benefits Enrollment
Point of Entry Criteria

  Education – Bachelors Degree Required for Career
   Progression and All Employees
  Training – Completed prior to role placement (as
    outlined in model)
  Skill demonstration – Validated prior to role placement
   (as outlined in model)

                                  Updates




  Compliance – All compliance requirements current
     Time in Role Tenure –1 Year Minimum (Adv); 2 Year
      Minimum (Mgr and Dir)
     Current Standing – No disciplinary (WW) within last 6
      months
Accountability EnrollmentDependency
 2011 Annual Benefits Model




 PERFORMERS will progress through standard
 and/or promotional increases




                       Standard Salary Increase

 Continuous NON-PERFORMERS will progress
 through disciplinary process/termination



           Performance Accountability: Progressive
                  Disciplinary/Termination
2011 Annual Benefits Enrollment




      Compensation and
      Employee Transition




CONFIDENTIAL – NOT FOR FURTHER DISTRIBUTION – NOT FOR DISTRIBUTION OUTSIDE OF APOLLO GROUP
                                 OR UNIVERSITY OF PHOENIX
Transition Into Enrollment
 2011 Annual Benefits
                      Model


    Tenure factor will be reconsidered in FY13
    Business demand will drive need for higher
     level opportunities
    Employees will be placed into model at current
     level and current salary
    There will not be salary decreases for those
     currently above the salary maximums
Transition Into Enrollment(Cont.)
 2011 Annual Benefits Model


  Standard promotion percentages
  Compensation for employees over salary structure
   maximums
     Non-base building
     Supplemental amount considered in calculating OT

  Lump amount paid equally over 26 pay periods:

            Example if over maximum:
            Employee Example Salary- $10,000
            Company Annual Standard Increase Example
            Amount- 3%
            Eligible Amount- $300
            $300 / 26 pay periods
            Employee ending base salary- $10,000
            No change to base salary                     15
2011 Annual Benefits Enrollment
Compensation: General
 Positions reviewed for benchmarking
     Enrollment, finance and advisement customer service positions in like industry
     Comparison of skills needed for job and what market is paying for same job
      skills
     Mid points of salary ranges are the “market” median


 Analysis of national labor costs in high and low labor cost markets
     Analysis of what employers in markets are paying
              N1 Structure-national average
              N2 Structure-cities where labor cost is 10% or greater than national
                average
 Types of compensation opportunities
     Annual standard increase determined annually-(all employees)

             Determined with analysis of
                  National salary planning data
                  Company affordability
                  Market data on job and skills
     Career Progression-promotional increase
Compensation: National Structure
2011 Annual Benefits Enrollment




                                    Sr         N1 $ 78,440 - 129,430
                                 Director      N2 $ 86,285 - 142,375

                                            N1 $ 67,960 - 112,140
                             Director
                                            N2 $ 74,755 - 123,355

                       Assoc Director     N1 $ 58,880 - 97,160
                                         N2 $ 64,765 - 106, 875

                                        N1 $ 51,020 - 84,180
                   Manager II
                                        N2 $ 56,120 - 92,600
                                   N1 $ 51,020 - 84,180
               Manager I           N2 $ 56,120 - 92,600

           Exec Advisor       N1 $ 45,050 - 72,080
                                                       Exec Specialist
                              N2 $ 49,550 - 79,290

                             N1 $ 39,030 - 62,450              Sr. Specialist
     Sr. Advisor/Counselor
                             N2 $ 42,930 - 68,690

   Advisor/Counselor      N1 $ 33,500 - 54,110
                          N2 $ 36,850 - 59,520
2011 Annual Benefits Enrollment




      Training and Skill
      Demonstration




CONFIDENTIAL – NOT FOR FURTHER DISTRIBUTION – NOT FOR DISTRIBUTION OUTSIDE OF APOLLO GROUP
                                 OR UNIVERSITY OF PHOENIX
2011 Annual Benefits Enrollment
Career Progression Training


  Leadership, competency and functional/technical training
   components
    Program guides for each role/level
           Computer-based and instructor led training courses

           Sequenced to prioritize learning and build out process

  Learning Management System (LMS) for registering and
   tracking status of training completion
  Training will continue to be built throughout the year
2011 Annual Benefits Enrollment
Employee Accountability

  Current employees expected to complete training and skill
   demonstration applicable to their transition level
      Ensuring all employees are equally prepared and have the same skills
       and development opportunities



  Employee must meet the daily expectations of their current
   role
      Program designed for incremental progression throughout the year
      Employees should work with manager on guidance of training hours to
       ensure current and future role success
Training Benefits Enrollment
2011 Annual Process


      Learning management system (LMS) will house each
      program loaded by role/level for full employee visibility




       Employee will register for selected required training
                           through LMS




          Completion of training will be recorded in LMS




    LMS will display completion status and progress toward
                       program completion
2011 Annual Benefits Enrollment
 Program Guides


 For each job function           and
  level
   Description of course objectives

 Type and duration of
  training
   Instructor led
   Webinar
   CBT/Web-based

 Breakdown of required
  versus optional training
   Suggestions for additional optional
    training to support skill and
    competency development
2011 Annual Benefits Enrollment
Learning Management System: Program of Study



                                                Each role has a
                                                 “program of study” in
                                                 the system for
                                                 employee sign-up


                                                Courses will outline
                                                 any pre-requisites
                                                 required



                                                Attachment
                                                feature for syllabus
                                                or templates
                                                required
2011 Annual Benefits Enrollment
Program Breakdown


   Programs will list all
    required training
    courses for
    registering



  Skill demonstration
   activities will be listed
   for registering and
   tracking



  Additional optional
   learning will be shown
   but not required
SkillAnnual Benefits Enrollment
 2011 Demonstration


     Employees will “sign-up” to request skill to be
     validated through LMS




   Skill demonstration expectations will be broken down
    along with training requirements in program of study
    guides
       Some skill demonstration activities will require pre-
        requisite training courses
           o   Ex: Skill demonstration of analysis of business performance indicators
               would require the associated training
                                                                                        25
2011 Annual Benefits Enrollment



Skills and Validation Process
WHAT needs to be demonstrated (two samples):
   Analyze business performance indicators and prepare and present
    on findings, meaningful conclusions, suggestions to further
    investigate or take action
   Complete a problem-prevention analysis on a process or service
    and present it to the people involved


HOW it will be validated:
   Candidate will do a thorough review and analysis of a business
    case scenario
   Candidate will need to provide summary, findings,
    recommendations, etc. to hiring team for validation
   Upon validation hiring team will mark as complete in employee
    LMS record
                                                                      26
2011 Annual Benefits Enrollment




      Promotion Process




CONFIDENTIAL – NOT FOR FURTHER DISTRIBUTION – NOT FOR DISTRIBUTION OUTSIDE OF APOLLO GROUP
                                 OR UNIVERSITY OF PHOENIX
WhyAnnual Benefits Enrollment
2011 Centralized Hiring?



  Ensures all candidates that get to second round interview
   are unbiased selections and equally qualified through
   approved criteria
  Promotion and compensation alignment with regulations
  Consistent organizational hiring practices
  Partnering of hiring team and campus management to
   ensure compliance and selection for best fit for team
  Ability to assess candidate trends and talent pipelines for
   organizational reporting and model success measures




                                                                 28
2011 Annual Benefits Enrollment
Promotion Process Key Points


   In-line promotion opportunities will be considered
    beginning in March
      Leadership openings are considered urgent business needs and
       will be filled through process as needed
      Ensures ability to complete new training requirements
      Ensures ample time to develop needed competencies to be
       successful in newly defined roles

   Promotion process timing
      Advisor and in-line promotions - QUARTERLY
      Leadership Promotions - AS NEEDED

   Established for ground and online promotions
2011 Annual Benefits Enrollment
Career Progression Hiring Team

 Certified in competencies and behavioral-based interviewing
 Generation and reporting on hiring trends and pipeline
  information
 Developing and maintaining relationships with campus
  leadership
 Key contributors to continuous process and model
  enhancements
 Moving from operations role to full-time hiring position
2011 Annual Benefits Enrollment
The Complete Promotion Process

     Business need identified


 Recruiting team validates criteria
           has been met


   Behavioral based first round
    interview (recruiter/hiring
             director)


   CP hiring director completes
  candidate data input analysis


 Behavioral based second round
 interview (two hiring directors/
        campus manager)


 Unanimous decision determines
      candidate promotion
2011 Annual Benefits Enrollment
Business Need/Justification Identified



   Leadership openings due to
    attrition and/or growth


   Job posted to begin hiring
    process




                                         32
2011 Annual Benefits Enrollment
Recruiting Team Validates Criteria

 Time in Role
 Degree verification
 No disciplinary (WW) within
  last six Months
 Confirmation that training
  and skill demonstration has
  been met
 Verification of compliance
  requirements current




                                     33
2011 Annual Benefits Enrollment
Behavioral Based 1st round Interview

 Interview Process
    Leader- Recruiter and Hiring
     director
  Advisor levels-Recruiter

 Competency based
  behavioral interviews
 Alignment of questions to
  competencies and skills
  required at each job level
 „Pass‟ candidates move to
  next round
DataAnnual Benefits Enrollment
 2011 Input Analysis


Coaching and Daily Behaviors

 CWEB Coaching History

 Mid-year/Annual appraisal

 QPP goals/notes

 Attendance history

 Peer/grad team feedback (future)

Customer Service

 NPS Data

 DQSS Data

Employee General

 Employee key accomplishments

 Current Resume

 Team opening profile

                                     35
2011 Annual Benefits Enrollment
Behavioral Based 2nd Round Interview & Selection


   Interview Process
     Leader- 3 people: 2 CP
      hiring directors AND
      campus hiring manager
     Advisor- CP hiring
      director
   Decision must be
   unanimous
   Ensuring a consistent
   unbiased process
   while creating best
   selection for team and
   culture fit

                                                   36
2011 Annual Benefits Enrollment
Discussion: Leadership Question Scenario


   • John is an employee that is struggling in his
     current role but wants to progress into the
     manager role.

   • He has a difficult time managing conflict,
     completing the necessary tasks of his current
     job, and with time management.

   • I am concerned because he has a strong
     background and interviews very well, but don‟t
     think he would be a good fit for the role.




                                                      37
Discussion:Benefits Enrollment
  2011 Annual Leadership Question Scenario #2




     • Jane is an employee that consistently meets
       expectations.

     • She has strong leadership qualities,
       communication skills and critical thinking.

     • I‟m worried she will not stand out in the hiring
       process as those involved do not see her day
       to day display of the key attributes?




                                                          38
2011 Annual Benefits Enrollment




      Post Implementation and
      Key Points




CONFIDENTIAL – NOT FOR FURTHER DISTRIBUTION – NOT FOR DISTRIBUTION OUTSIDE OF APOLLO GROUP
                                 OR UNIVERSITY OF PHOENIX
2011 Annual Benefits Enrollment
Electronic Portfolio: Long-term Vision

 Moving from Better to Best




 Electronic format   Enhancing model for      Aligning student
 for meeting basic   effectiveness (Ongoing   platform features with
 tracking needs      Post-implementation)     employee data and
                                              usability
PostAnnual Benefits Enrollment and Next Steps
 2011 Implementation



   Continuous Developments and Future Inclusions
     DQSS use as criteria
     NPS as criteria
     Electronic portfolio

 Measuring Model and Philosophy Effectiveness
     Reporting and analysis of candidate hires and declines for
      trending and opportunities for improvement
     Continuous assessment of skill and training needs

 Ongoing resources on changes and enhancements
     Podcasts, CP reference book, job aids, CP SharePoint


 Future phases of career progression modeling
     Outlining of interdepartmental movement
     Non grad team future phases
     Apollo subsidiaries may be in future phases
Key Concepts Enrollment
 2011 Annual Benefits



   Standardized model that provides avenues to distinguish
    between average and above average employees

   This compensation/progression model depends on
    employee and leadership accountability
       Leaders must take an active role in developing and holding
        their employees accountable
       Employees must take initiative in owning their career
        development and personal accountability

   This model will continue to evolve with the business over
    time
Your Role Benefits Enrollment Model Success!
  2011 Annual in Ensuring




   Understand model objectives and the regulatory
    restrictions that lead to model criteria
   If you don‟t understand something – ask!
   Own the material and ensure your employees
    understand what‟s in it for them, the student
    and the business
   Support employees through continuous
    coaching, development AND accountability
2011 Annual Benefits Enrollment
Career Progression Resources

   Campus leadership
   Local HRBP
   Career Progression team
     Alicia Miner - x 7136135
     Heather Armstrong - x 3876205
     Kelly Hover - x 7136643
     Jennifer Garrison - x 3877708
     Brad Fulton - x 3875922
     Corey Milley - x 3876722
CommunicationEnrollment – Next Steps
 2011 Annual Benefits Roll Out


 Timeline                        Tactic                       Audience/ Activity


1-2 weeks     Follow-up WebEx meetings; walk through          • Career Progression
after         materials; clarify questions                      support, HRD and
leadership                                                      anyone seeking
meeting                                                         clarification

9/19-9/30     Career Progression roll out to director level   • Directors
              (Owner: RVPs, CDs, HRDs and regional
              communicators)


10/3-10/14    Career Progression roll out to manager level    • Managers
              (Owner: RVPs, CDs, Directors, HRDs and
              regional communicators)


10/17-10/28   Career Progression roll out to employees        • Employees
              (Owner: RVPs, CDs, Directors, Managers
              HRDs and regional communicators)

Post career   Employees review materials on own, meet         • All Employees/Levels
progression   with leader one-on-one to follow-up
roll-out                                                                             45
2011 Annual Benefits Enrollment


Communication Support Tools
    Communication PowerPoint deck

    Speaker notes with detailed explanations

    FAQs and Key Messages documents

    Podcasts (Leader, director, manager and employee level)

    Videos (Leader, director, manager and employee level)

    SharePoint site to house all Career Progression documents

    Pre-recorded WebEx meetings with Alicia Miner

    Career Progression program guide (electronic for all employees)

    Introduction and recap emails (from RVPs/Jerrad and Dianne) to
     reinforce messaging, create excitement, etc.
2011 Annual Benefits Enrollment
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Test

  • 1. 2011 Annual Benefits FOR FURTHER DISTRIBUTION – NOT FOR DISTRIBUTION OUTSIDE OF APOLLO GROUP OR UNIVERSITY OF PHOENIX CONFIDENTIAL – NOT Enrollment University of Phoenix Graduation Team Career Progression & Compensation Structure Alicia Miner Senior Director of Talent and Strategy
  • 2. 2011 Annual Benefits Enrollment Today’s Objectives  Review the Career Progression model and philosophies  Provide updates and new developments since initial communication  Provide understanding of how the model and process will work  Overview of leadership role in career progression  Review of what is still being developed for future consideration and inclusion
  • 3. 2011 Annual Benefits Enrollment University of Phoenix provides access to higher education opportunities that enable students to develop knowledge and skills necessary to achieve their professional goals, improve the productivity of their organizations and provide leadership and service to their communities.
  • 4. 2011 Annual Benefits Enrollment Career Progression Model Review CONFIDENTIAL – NOT FOR FURTHER DISTRIBUTION – NOT FOR DISTRIBUTION OUTSIDE OF APOLLO GROUP OR UNIVERSITY OF PHOENIX
  • 5. 2011 Annual Benefits Enrollment
  • 6. The Employee Enrollment Cycle 2011 Annual Benefits Career
  • 7. 2011 Annual Benefits Enrollment Model Philosophy and Objectives  Student Success  Create meaningful progression criteria that will inhibit customer-focused behaviors and a positive student experience  Business Success  Alignment with regulatory standards and limitations  Targeted development of employees to enhance overall employee, student and organizational success  Employee Success  Provide a model of career and growth opportunities to distinguish outstanding employees through a standardized model
  • 8. 2011 Annual Benefits Enrollment Career Promotion Ladder Updates Senior Director Director Associate Director Manager II Manager I Executive Executive Specialist Advisor/Counselor Sr Advisor/Counselor Sr Specialist Advisor/Counselor
  • 9. The Annual Benefits Enrollment 2011 Specialist Roles  Specialists will obtain advanced knowledge in specific areas  Specific student bases requiring advanced knowledge (Education, Alumni, etc.)  Advanced knowledge bases (Title IV, Degree Completion, etc)  Slotting will not occur with the specialist roles  Advisors will perform unique skill validations to move into the specialist role  Example: Mentoring, training or exhibiting in a key area of specialty  Advisors will receive a certification in their specialty area 9
  • 10. 2011 Annual Benefits Enrollment Becoming a Specialist Initial Specialty Areas Specialty Area Being Explored for Future Specialty Detail ACA ENR FIN Specialty Detail ACA ENR FIN Healthcare Specialist X X X Tribal Specialist X X Doctoral Specialist X X X Dual Role Specialist X X Education Specialist X X X UOPX Ambassador Specialist X X X Military Specialist X X X Student Workshop Specialist X X X International Specialist X X X Student Progression Specialist X Academic Alliances/Workforce Solutions Funding Options Specialist X Specialist X X Employee Specialist X X X Master Level Specialist X Alumni Specialist X X X Re-entry Specialist X
  • 11. 2011 Annual Benefits Enrollment Point of Entry Criteria  Education – Bachelors Degree Required for Career Progression and All Employees  Training – Completed prior to role placement (as outlined in model)  Skill demonstration – Validated prior to role placement (as outlined in model) Updates  Compliance – All compliance requirements current  Time in Role Tenure –1 Year Minimum (Adv); 2 Year Minimum (Mgr and Dir)  Current Standing – No disciplinary (WW) within last 6 months
  • 12. Accountability EnrollmentDependency 2011 Annual Benefits Model PERFORMERS will progress through standard and/or promotional increases Standard Salary Increase Continuous NON-PERFORMERS will progress through disciplinary process/termination Performance Accountability: Progressive Disciplinary/Termination
  • 13. 2011 Annual Benefits Enrollment Compensation and Employee Transition CONFIDENTIAL – NOT FOR FURTHER DISTRIBUTION – NOT FOR DISTRIBUTION OUTSIDE OF APOLLO GROUP OR UNIVERSITY OF PHOENIX
  • 14. Transition Into Enrollment 2011 Annual Benefits Model  Tenure factor will be reconsidered in FY13  Business demand will drive need for higher level opportunities  Employees will be placed into model at current level and current salary  There will not be salary decreases for those currently above the salary maximums
  • 15. Transition Into Enrollment(Cont.) 2011 Annual Benefits Model  Standard promotion percentages  Compensation for employees over salary structure maximums  Non-base building  Supplemental amount considered in calculating OT  Lump amount paid equally over 26 pay periods: Example if over maximum: Employee Example Salary- $10,000 Company Annual Standard Increase Example Amount- 3% Eligible Amount- $300 $300 / 26 pay periods Employee ending base salary- $10,000 No change to base salary 15
  • 16. 2011 Annual Benefits Enrollment Compensation: General  Positions reviewed for benchmarking  Enrollment, finance and advisement customer service positions in like industry  Comparison of skills needed for job and what market is paying for same job skills  Mid points of salary ranges are the “market” median  Analysis of national labor costs in high and low labor cost markets  Analysis of what employers in markets are paying  N1 Structure-national average  N2 Structure-cities where labor cost is 10% or greater than national average  Types of compensation opportunities  Annual standard increase determined annually-(all employees)  Determined with analysis of  National salary planning data  Company affordability  Market data on job and skills  Career Progression-promotional increase
  • 17. Compensation: National Structure 2011 Annual Benefits Enrollment Sr N1 $ 78,440 - 129,430 Director N2 $ 86,285 - 142,375 N1 $ 67,960 - 112,140 Director N2 $ 74,755 - 123,355 Assoc Director N1 $ 58,880 - 97,160 N2 $ 64,765 - 106, 875 N1 $ 51,020 - 84,180 Manager II N2 $ 56,120 - 92,600 N1 $ 51,020 - 84,180 Manager I N2 $ 56,120 - 92,600 Exec Advisor N1 $ 45,050 - 72,080 Exec Specialist N2 $ 49,550 - 79,290 N1 $ 39,030 - 62,450 Sr. Specialist Sr. Advisor/Counselor N2 $ 42,930 - 68,690 Advisor/Counselor N1 $ 33,500 - 54,110 N2 $ 36,850 - 59,520
  • 18. 2011 Annual Benefits Enrollment Training and Skill Demonstration CONFIDENTIAL – NOT FOR FURTHER DISTRIBUTION – NOT FOR DISTRIBUTION OUTSIDE OF APOLLO GROUP OR UNIVERSITY OF PHOENIX
  • 19. 2011 Annual Benefits Enrollment Career Progression Training  Leadership, competency and functional/technical training components  Program guides for each role/level  Computer-based and instructor led training courses  Sequenced to prioritize learning and build out process  Learning Management System (LMS) for registering and tracking status of training completion  Training will continue to be built throughout the year
  • 20. 2011 Annual Benefits Enrollment Employee Accountability  Current employees expected to complete training and skill demonstration applicable to their transition level  Ensuring all employees are equally prepared and have the same skills and development opportunities  Employee must meet the daily expectations of their current role  Program designed for incremental progression throughout the year  Employees should work with manager on guidance of training hours to ensure current and future role success
  • 21. Training Benefits Enrollment 2011 Annual Process Learning management system (LMS) will house each program loaded by role/level for full employee visibility Employee will register for selected required training through LMS Completion of training will be recorded in LMS LMS will display completion status and progress toward program completion
  • 22. 2011 Annual Benefits Enrollment Program Guides  For each job function and level  Description of course objectives  Type and duration of training  Instructor led  Webinar  CBT/Web-based  Breakdown of required versus optional training  Suggestions for additional optional training to support skill and competency development
  • 23. 2011 Annual Benefits Enrollment Learning Management System: Program of Study  Each role has a “program of study” in the system for employee sign-up  Courses will outline any pre-requisites required  Attachment feature for syllabus or templates required
  • 24. 2011 Annual Benefits Enrollment Program Breakdown  Programs will list all required training courses for registering  Skill demonstration activities will be listed for registering and tracking  Additional optional learning will be shown but not required
  • 25. SkillAnnual Benefits Enrollment 2011 Demonstration  Employees will “sign-up” to request skill to be validated through LMS  Skill demonstration expectations will be broken down along with training requirements in program of study guides  Some skill demonstration activities will require pre- requisite training courses o Ex: Skill demonstration of analysis of business performance indicators would require the associated training 25
  • 26. 2011 Annual Benefits Enrollment Skills and Validation Process WHAT needs to be demonstrated (two samples):  Analyze business performance indicators and prepare and present on findings, meaningful conclusions, suggestions to further investigate or take action  Complete a problem-prevention analysis on a process or service and present it to the people involved HOW it will be validated:  Candidate will do a thorough review and analysis of a business case scenario  Candidate will need to provide summary, findings, recommendations, etc. to hiring team for validation  Upon validation hiring team will mark as complete in employee LMS record 26
  • 27. 2011 Annual Benefits Enrollment Promotion Process CONFIDENTIAL – NOT FOR FURTHER DISTRIBUTION – NOT FOR DISTRIBUTION OUTSIDE OF APOLLO GROUP OR UNIVERSITY OF PHOENIX
  • 28. WhyAnnual Benefits Enrollment 2011 Centralized Hiring?  Ensures all candidates that get to second round interview are unbiased selections and equally qualified through approved criteria  Promotion and compensation alignment with regulations  Consistent organizational hiring practices  Partnering of hiring team and campus management to ensure compliance and selection for best fit for team  Ability to assess candidate trends and talent pipelines for organizational reporting and model success measures 28
  • 29. 2011 Annual Benefits Enrollment Promotion Process Key Points  In-line promotion opportunities will be considered beginning in March  Leadership openings are considered urgent business needs and will be filled through process as needed  Ensures ability to complete new training requirements  Ensures ample time to develop needed competencies to be successful in newly defined roles  Promotion process timing  Advisor and in-line promotions - QUARTERLY  Leadership Promotions - AS NEEDED  Established for ground and online promotions
  • 30. 2011 Annual Benefits Enrollment Career Progression Hiring Team  Certified in competencies and behavioral-based interviewing  Generation and reporting on hiring trends and pipeline information  Developing and maintaining relationships with campus leadership  Key contributors to continuous process and model enhancements  Moving from operations role to full-time hiring position
  • 31. 2011 Annual Benefits Enrollment The Complete Promotion Process Business need identified Recruiting team validates criteria has been met Behavioral based first round interview (recruiter/hiring director) CP hiring director completes candidate data input analysis Behavioral based second round interview (two hiring directors/ campus manager) Unanimous decision determines candidate promotion
  • 32. 2011 Annual Benefits Enrollment Business Need/Justification Identified  Leadership openings due to attrition and/or growth  Job posted to begin hiring process 32
  • 33. 2011 Annual Benefits Enrollment Recruiting Team Validates Criteria  Time in Role  Degree verification  No disciplinary (WW) within last six Months  Confirmation that training and skill demonstration has been met  Verification of compliance requirements current 33
  • 34. 2011 Annual Benefits Enrollment Behavioral Based 1st round Interview  Interview Process  Leader- Recruiter and Hiring director  Advisor levels-Recruiter  Competency based behavioral interviews  Alignment of questions to competencies and skills required at each job level  „Pass‟ candidates move to next round
  • 35. DataAnnual Benefits Enrollment 2011 Input Analysis Coaching and Daily Behaviors  CWEB Coaching History  Mid-year/Annual appraisal  QPP goals/notes  Attendance history  Peer/grad team feedback (future) Customer Service  NPS Data  DQSS Data Employee General  Employee key accomplishments  Current Resume  Team opening profile 35
  • 36. 2011 Annual Benefits Enrollment Behavioral Based 2nd Round Interview & Selection  Interview Process  Leader- 3 people: 2 CP hiring directors AND campus hiring manager  Advisor- CP hiring director  Decision must be unanimous  Ensuring a consistent unbiased process while creating best selection for team and culture fit 36
  • 37. 2011 Annual Benefits Enrollment Discussion: Leadership Question Scenario • John is an employee that is struggling in his current role but wants to progress into the manager role. • He has a difficult time managing conflict, completing the necessary tasks of his current job, and with time management. • I am concerned because he has a strong background and interviews very well, but don‟t think he would be a good fit for the role. 37
  • 38. Discussion:Benefits Enrollment 2011 Annual Leadership Question Scenario #2 • Jane is an employee that consistently meets expectations. • She has strong leadership qualities, communication skills and critical thinking. • I‟m worried she will not stand out in the hiring process as those involved do not see her day to day display of the key attributes? 38
  • 39. 2011 Annual Benefits Enrollment Post Implementation and Key Points CONFIDENTIAL – NOT FOR FURTHER DISTRIBUTION – NOT FOR DISTRIBUTION OUTSIDE OF APOLLO GROUP OR UNIVERSITY OF PHOENIX
  • 40. 2011 Annual Benefits Enrollment Electronic Portfolio: Long-term Vision Moving from Better to Best Electronic format Enhancing model for Aligning student for meeting basic effectiveness (Ongoing platform features with tracking needs Post-implementation) employee data and usability
  • 41. PostAnnual Benefits Enrollment and Next Steps 2011 Implementation  Continuous Developments and Future Inclusions  DQSS use as criteria  NPS as criteria  Electronic portfolio  Measuring Model and Philosophy Effectiveness  Reporting and analysis of candidate hires and declines for trending and opportunities for improvement  Continuous assessment of skill and training needs  Ongoing resources on changes and enhancements  Podcasts, CP reference book, job aids, CP SharePoint  Future phases of career progression modeling  Outlining of interdepartmental movement  Non grad team future phases  Apollo subsidiaries may be in future phases
  • 42. Key Concepts Enrollment 2011 Annual Benefits  Standardized model that provides avenues to distinguish between average and above average employees  This compensation/progression model depends on employee and leadership accountability  Leaders must take an active role in developing and holding their employees accountable  Employees must take initiative in owning their career development and personal accountability  This model will continue to evolve with the business over time
  • 43. Your Role Benefits Enrollment Model Success! 2011 Annual in Ensuring  Understand model objectives and the regulatory restrictions that lead to model criteria  If you don‟t understand something – ask!  Own the material and ensure your employees understand what‟s in it for them, the student and the business  Support employees through continuous coaching, development AND accountability
  • 44. 2011 Annual Benefits Enrollment Career Progression Resources  Campus leadership  Local HRBP  Career Progression team  Alicia Miner - x 7136135  Heather Armstrong - x 3876205  Kelly Hover - x 7136643  Jennifer Garrison - x 3877708  Brad Fulton - x 3875922  Corey Milley - x 3876722
  • 45. CommunicationEnrollment – Next Steps 2011 Annual Benefits Roll Out Timeline Tactic Audience/ Activity 1-2 weeks Follow-up WebEx meetings; walk through • Career Progression after materials; clarify questions support, HRD and leadership anyone seeking meeting clarification 9/19-9/30 Career Progression roll out to director level • Directors (Owner: RVPs, CDs, HRDs and regional communicators) 10/3-10/14 Career Progression roll out to manager level • Managers (Owner: RVPs, CDs, Directors, HRDs and regional communicators) 10/17-10/28 Career Progression roll out to employees • Employees (Owner: RVPs, CDs, Directors, Managers HRDs and regional communicators) Post career Employees review materials on own, meet • All Employees/Levels progression with leader one-on-one to follow-up roll-out 45
  • 46. 2011 Annual Benefits Enrollment Communication Support Tools  Communication PowerPoint deck  Speaker notes with detailed explanations  FAQs and Key Messages documents  Podcasts (Leader, director, manager and employee level)  Videos (Leader, director, manager and employee level)  SharePoint site to house all Career Progression documents  Pre-recorded WebEx meetings with Alicia Miner  Career Progression program guide (electronic for all employees)  Introduction and recap emails (from RVPs/Jerrad and Dianne) to reinforce messaging, create excitement, etc.
  • 47. 2011 Annual Benefits Enrollment Questions?

Editor's Notes

  1. (Optional: insert campus specific graduation photo)Speaker Key Concepts  Our Future Over the course of the past year, the University has seen a lot of change in support of the mission of the University. We have a lot to celebrate and congratulate our employees and teams for – without them, we would not have the opportunity to enable our students to achieve their professional goals. It is more important than ever that we provide not only our students and faculty, but also our employees with the tools and resources to succeed in their careers. Much like a students’ education journey, career progression will provide our employees with the opportunity to develop in their roles and achieve their professional goals. Throughout our discussion today, you will see where we have invested in our employees and their career at the University of Phoenix, all in support of our broader university goals, as reflected in the mission of the University (shown on slide). Some key goals we are working towards are: Reinventing education – Renewing our business model to better serve the student of today and tomorrowAligning programs, philosophies and capabilities to better support our employees and our studentsEnhancing the employee culture by providing additional growth and development opportunitiesCreating an environment where employees can make working at University of Phoenix a career, not just a job  Success at University of Phoenix University of Phoenix defines success as helping students progress towards achieving their educational goals to improve their personal and professional lives. We do this by enrolling students, delivering world-class customer service and providing the highest academic quality, resulting in prepared graduates. While doing this, we ensure you are personally improving your skill set and performance each and every day, which helps students grow, campuses grow and University of Phoenix grow.
  2. Speaker Key Concepts  Rollout of University InitiativesThe rollout of career progression marks a magnificent milestone in our University’s history. Grounded in the philosophy of attracting, retaining, and developing world-class employees, career progression will provide the tools, resources and programs to progress our employees in their careers. Career progression will provide employees with direct visibility into their growth and development needs and complete transparency around their career progression.Career progression, built for the employees by the employees, will continue to make University of Phoenix a great place to work, and ultimately the career of choice. As a university and employer, we should all be very proud of our accomplishments and the installment of career progression.And, now the moment we have all been waiting so anxiously for…the details on what career progression will look like for you and our teams!
  3. Speaker Key Concepts  The Employee Career Cycle In an effort to continue to make the University of Phoenix a career of choice, we are continuously evaluating and enhancing the processes. We are putting an emphasis on recruiting the right candidate, creating a premier on boarding experience, and provide meaningful employee development to ensure employees are set up to be successful as individuals and service providers. Through clear expectations, continuous development, and employee and leadership accountability, we know our employees will have many opportunities to be successful in achieving their career goals. 
  4. Speaker Key Concepts  Speaker Key Concepts  In the past, many people equated career progression to a single event that resulted in a compensation change. In building the career progression model, we built in a compensation framework into the model, but we feel the salary effect is simply a by-product of the bigger objective. The objective of our model is similar to a degree program. Whereas a student does experience getting their degree at the end of a program, the learning and the progression of skill and knowledge they gain through the degree criteria is the underlying objective to preparing people for career success. The career progression model ensures the employees that will progress through the organization are individuals that take initiative and are committed to continuous learning and contribution to self, student and business success.  Business Success Whereas many people already know that compensation cannot be tied directly to the key business indicators mentioned above, few understand what the indirect portion includes. One of the most important concepts to understand within the indirect relation is managers who view this performance data cannot make compensation decisions. This concept means releasing the progress report data visibility back to management as needed to run the business, those managers can no longer determine an employee’s merit increases. Thus, ensuring adherence to regulatory guidelines as an important component to ongoing business success.  Employee and Student Outcomes A key objective in this model is to provide employees with a vision and career path promoting long-term commitment to our organization. Through the creation of meaningful progression criteria, we feel employees will gain key personal and professional skills to be successful in these roles; therefore, producing stronger employees, positive business outcomes, and a better student experience.
  5. Speaker Key Concepts  Specialist Roles The specialist track is intended for those that do not want to pursue the management track and prefer to gain expert and advanced level knowledge in one or more of the key designated areas. These areas of specialty have been determined to include those involving specific student bases as well as key areas of advanced knowledge. One example of a student base area of specialty would be an Education specialist. A certified education specialist will obtain advanced knowledge mastering the knowledge and needs unique to our students pursuing an education degree. One example of a non-student base area of specialty would be a funding specialist. While all graduation team employees will need to have a general knowledge of various types of educational funding, the funding specialist will have advanced knowledge about details, processes, or other key components. We felt it was important to have the student base areas of specialty to ensure proper care and service is provided to our unique student bases. We also felt it was equally important to create the areas of specialty for non-student base specialties to ensure all employees could have the opportunity to become a specialist. Some student base specialties and programs are limited to the number needed or campus/state so we wanted to ensure specialists opportunities would not be limited to certain states or campuses.The specialists will be certified in the determined area of specialty through a form of assessment to ensure consistency and confirmation of advanced knowledge. This individual will often be seen as the go-to person in specialty areas.
  6. Speaker Key Concepts  Breakdown The areas identified as initial areas of specialty are those that will be ready for the first rounds of promotion. Those identified as being explored for the future are the additional areas we are gathering information on to create even more specialist certification opportunities. These areas are still in exploratory and development stages, however, so may not be ready for the initial rounds of promotion.We will continue to explore any new areas of specialty as the need arises and the business identifies the need for targeted advanced knowledge in key areas.
  7. Speaker Key Concepts  Point of Entry  As with any job, we outlined basic point of entry criteria for each role. Successfully meeting basic criteria outline does not guarantee progression, and simply means the employee meets the most basic requirements to be eligible for consideration. Education Our model and culture moved towards an emphasis of truly valuing employee development and continuous learning as we saw from the recent change to degree requirement. We understand we have a number of employees that do not have a degree and might fall into this category. We absolutely value those employees, which is why we grandfathered them in for their roles when the degree requirement rolled out. We do, however, feel the degree is extremely valuable and supports our University initiative and message of the value of education. We hope all of our employees will take the opportunity to utilize our education benefits while they continue to provide great contributions in their current roles.Training and Skill Demonstration Requirements The key objective in requiring training and skill demonstration is to ensure that people receive proper training to support the skills needed for each role, and to ensure the employee learned and applied the concepts prior to being placed into the role. The requirement of training and skill demonstration is a new philosophy that benefits the business and the employees. It allows leadership to assess skill and fit for roles prior to placing them, therefore better aligning the right people with the right positions. It also provides a key benefit to employees by allowing them training and activities associated with the roles they are working towards. This allows the employee to determine their interest once experience some of the job requirements and prepares them better to hit the ground running upon moving in to new roles. Updates from Prior Communication The below point of entry components are either new or have updated components from the prior communication. Time in Role Tenure Requirements Although having a time in role tenure requirement was in the prior communication, there has been an update to the designated time. The updated expectation is that for advisor level promotions each role requires a year of service. Likewise, manager and director level roles require two years of service to achieve the next same role but next level within role promotion. (Example: Advisor to Sr. Advisor or Manager I to Manager II). We understand that positions, such as leadership positions, are dependent on a business need and therefore might come sooner or later than the designated time in tenure requirement. Whereas business need might drive a need to make a tenure exception for placement, knowledge, skill and fit should not have exceptions. The model is built to ensure the right people with the right proven skills are placed in the right roles.  Outside of the business need for leadership positions, we fully anticipate people should adhere to the tenure requirement. We feel this supports the following:The time it takes to really learn and master a current roleThe time it takes to truly learn and develop new skills and competencies expected to be successful and progress to the next levelsThe compensation philosophy of having an accelerated first few years to allow for this growth period in an employee’s current roleThe current business growth rates (this model will continue to evolve with the business. The best message we can send our employees regarding the creation of more opportunities faster is to assist in growing and supporting our students, which in turn grow the business creating more opportunities.) Compliance Requirements Although this was considered an assumption in the prior communication, we felt it was critical to ensure it was called out as an important point of entry requirement. All employees must be completely up to date on all compliance training and tutorials of their current level prior to being eligible to promote to the next level.Current Standing To ensure the model serves a key purpose of ensuring the candidates progressing through the career ladder are those exhibiting company core values and behaviors, the employee current standing has been added as a point of entry criteria. An employee is deemed ineligible for promotion if they have received a written warning disciplinary action within 6 months prior to the promotion.
  8. Speaker Key Concepts  As with any performance management plan, career progression plan or compensation plan, this new model has risks associated with it too. A key risk is ensuring leaders are maximizing performance and employee coaching and development as well as holding non-performers accountable to expectations.Tthe below outlines how performers and non-performers should be addressed if performance management is done correctly. Performers As employees continuously strive and meet performance expectations, they will continue to be successful in the organization through standardized increases and promotional increases. Those meeting expectations in their current role will increase their salaries through the standardized increase model. Those continuing to learn more and contribute more to their development will work towards progressing through the career ladder and receiving additional promotional salary increases. Accountability for Non-Performers Managers play a key role in ensuring non-performers are properly addressed in this model. It is important to understand that a manager’s role is to identify coaching opportunities and provide an ample amount of coaching and development. Our goal is, first and foremost, to help non-performers improve their skills and behaviors to become successful performers. After coaching and development has been done and clear expectations are continuously not met, the manager should begin with the progressive disciplinary process. Continuous non-performers should not remain in the organization to continue receiving the standard raises. This is a critical dependency to ensure the business is not paying salaries yielding no return on the investment and that we are not enabling morale concerns for employees working hard and are demotivated by employees continuously not working with no repercussions and continue standard salary increases.
  9. Speaker Key Concepts  There are several key points for employees to understand regarding the transition into the new career progression model. Below is an outline of key points pertaining to the transition for the first year: Tenure Component Through the original communication of the career progression model design, we discussed the tiered level of standard increase based on time in role tenure. After extensive financial modeling and the complexity in placing individuals into a plan of such, it was determined to revisit that concept in fiscal year 2013. This will allow a successful and smoother transition during the rollout year and enable more data to assess enhancing the compensation options. Business Demand Although there will not be specific designated limitations given to the campuses, the number of opportunities will be determined based on campus affordability as wages and salaries are assessed. Placement Into Model Due to the large number of employees in the graduation team population and the criteria validation process of the new model not yet being finalized, we have made a decision to keep employees at the same levels of each role they are in today. To ensure all current employees are trained and skilled as outlined for the new roles; however, there will be a designated time frame in which training and skill demonstration requirements will need to be met. The progression model is designed to ensure the right people, with the right skills, are in the right roles through extensive training, experience, and skill demonstration requirements so it will be important for current employees to also meet these expectations. There will be no one slotted into specialist roles as these are new roles and will have progression criteria to be met and verified. Current Employee Salaries Although there was only a small percentage of the population found to be over the role salary maximums, we will not be doing salary decreases to bring those individuals below the caps. Everyone will transition to the new model at his or her current role and salary levels. We value the contributions as well as success factors that got these employees to the salary levels they are at today.
  10. Speaker Key Concepts  Compensation for Employees Who At or Above Salary Maximums The compensation for those employees over maximums will be non-base building. Although the base salary itself will not increase, employees will still be compensated if over those maximums. Based on the determined annual standard increase for regulatory covered employees, a lump amount will be calculated using that percent of the employee’s current salary. This lump amount will then be divided up and paid out in equal installments of the 26 pay periods in the year.If the standard increase is 3%, for example, the employee under the cap will grow their base salary by the 3%. The employee over the cap will not increase their base salary; however, will receive the equivalent to the 3% of their current salary divided equally into the paychecks throughout the year. It is important to know that for purposes of overtime calculations the supplemental calculated amount is what will be used to determine the overtime rate per hour.Normal salary hourly rate=annual salary/ 2080 hours (52 weeks a year at 40 hours per week)Below is an overtime impact for the above example providedSalary=10,000Normal hourly rate= $4.80/ hrFull compensation=$ 10,300Overtime hourly rate=$ 4.95 X time and a half
  11. Speaker Key Concepts  In order for our employees to have an understanding of how compensation is determined, what compensation opportunities they have, and what data is used to calculate standard percentages, we wanted to provide some general information to help increase this knowledge for employees.Position Benchmarking When assessing the value of each role the company completes extensive research an analysis of other jobs in the market. For the graduation team role salary structure there was a review of the following components:Other enrollment, finance, and customer service positions within the industryAnalysis of what other companies and market is paying for skills and jobs similar to what we require to successfully perform the graduation team job dutiesMarket median data based on the analysis of the above data National Structure In determining the salary structure for the career progression model an analysis of national salary structures was done. This structure is broken down into what is considered high and low cost labor markets. A majority of the cities fall into the N1 (low cost) market; however, several cities have been identified to be part of the N2 high cost market. N1 salary structure-Those cities that pay at or up to 10% above national salary averages N2 salary structure-Those cities that pay greater than 10% of the national salary averages  The following cities are considered to be high labor costs cities, therefore, a part of the N2 salary structure. All others are in the N1 salary structure.  HighLabor Cost Cities: CityStateGeo DifChula VistaCA110.6ConcordCA120.7Costa MesaCA113.8Culver CityCA113.1Diamond BarCA113.4FairfieldCA113.7FremontCA121.1GardenaCA113.1La MiradaCA113.1Laguna HillsCA113.5LancasterCA113.1LivermoreCA120.2Long BeachCA113.9Los AngelesCA114.4OaklandCA120.4OceansideCA110.4PasadenaCA113.9PleasantonCA120.6Rancho CordovaCA110.6San FranciscoCA125.5San JoseCA125.7WindsorCA115.6Woodland HillsCA112.9East HartfordCT113.1New HavenCT111.9NorwalkCT122.1WashingtonDC110.9KapoleiHI114.4ChicagoIL110.2BraintreeMA113.8BurlingtonMA110.4RockvilleMD110.0Clinton TownshipMI110.3SouthfieldMI110.9TroyMI110.9Jersey CityNJ118.1ParsippanyNJ116.8BellevueWA114.5Mountlake TerraceWA113.8RentonWA114.3SeattleWA114.6TukwilaWA115.1Compensation Opportunities Through the new career progression model, there are two different avenues for increase compensation: Standard annual increase- (All “covered” employees) the increase amounts will be the standard amounts determined each year by central administration considering factors such as a market analysis of salaries, company affordability, and national salary planning data. Whereas not guaranteed, it is likely to be between from zero to three percent. For this year’s September (FY11) transition, the same standard of 3.5% will be used for all “covered” employees across all markets. Future standard increase amounts could be subject to differences as these standard amounts will be assessed and determined each year considering factors such as market analysis of salaries, company affordability, and national salary planning data. Whereas not guaranteed, it is likely to be between from zero to three percent. Promotion Increases-(Only employees who receive promotions)- While all covered status employees will receive the annual standard increase, only employees that receive a promotion will receive the additional salary increase associated with their new promotion level. 
  12. Speaker Key Concepts  Training Components To ensure a holistic approach to developing our employees for current and future role success, we included targeted training criteria around the following three components:Leadership attributesCompetency- all competency development has been specifically aligned with the level of difficult in each role. Those competencies that Lominger identifies as easier to find and develop are at the lower levels of the model. Likewise, those competencies that are considered harder to find and develop are required at the higher levels in the model.Functional and technical skills-as with any job there are critical functional and technical skills. This includes components such as system, process, and job specific knowledge and skills needed.Program Guides Program guides are being created for each role, level, and functional area of the career progression model. These programs are designed similar to a student's degree program guide with the purpose of providing a clear outlook on what training and skills are required as eligibility factors for promotion. The training programs consist of both computer based and instructor lead courses and will be outlined in a sequenced format as some courses and learning will be required as pre-requisites to others. Learning Management System (LMS) The LMS system is the system employees will log into and utilize for registering and tracking completion of their program requirements. Build Out of Training As we know, this robust training program and list of requirements is new to the organization, requiring a significant amount of new training courses to be designed and built out. The build priority will be placed to align with the sequence of training. While not all courses will be built and ready for the September model rollout, the intent is for them to still be ready by the time the employees are ready and have completed the initial requirements.
  13. Speaker Key Concepts  Current Employee Training Accountability While all current employees are being transitioned into the new model at their current levels, the expectations is that those employees will still be required to complete the training and skill demonstrations outlined for their transitioned level. This is a very important component to ensure all employees receive equal training and development opportunities and ensure all employees have the necessary skills to be successful in the new environment.General Employee and Manager Accountability As with any voluntary training and development opportunities it is important to ensure best judgment is used when determine what classes to sign-up for and how many to sign-up for. An employee’s first accountability is to ensure they are meeting the expectations of their current role. The manager’s primary focus should be related to the coaching, development, and accountability of employee’s current role expectations. Assuming the current role expectations are being met, the employee and manager should work together to determine the appropriate times for working on next level development. In the event an employee is not meeting the expectations of their current role, the manager will have the ability to decline-to-decline the training registration request. It will be important for the manager to provide continuous feedback and development to their employees to ensure they are bets set up and supported to be successful in their current role and future career goals.
  14. Speaker Key Concepts  Process Overview The above process flow is intended to be a very simplistic and high-level overview of the key steps involved in signing up for required training and tracking through completion.
  15. Speaker Key Concepts  Components of the Training Program Guides Program guides are being created for each role, level, and functional area of the career progression model. These programs are design similar to a student’s degree program guide with the purpose of providing a clear outlook on what training and skills are required as eligibility factors for promotion. The training programs consist of both computer based and instructor lead courses and will be outlined in a sequenced format as some courses and learning will be required as pre-requisites to others. Similar to a degree program guide the guide will provide some of the following information for employees to see:Course namesCourse descriptions and learning objectivesTraining type (web based, instructor led, etc)Duration of time training module isSkill demonstration expectations of roleBreakdown of whether training is required or optional- each role will have additional recommended training to further develop key skills or competencies of each role. While these optional trainings will not be required for career progression, they are being outlined as a resource for those employees who want to continue to excel and maximize their learning opportunities.
  16. Speaker Key Concepts  LMS Program of Study The included screen shot is intended to display the system features and layout of how the program of study will look for each role. Below are a few notable features and how they will be used:Program-Employee will sign-up for their specific function and level of program. Upon sign-up they will be able to continuously access and view what is required and the completion status of each requirementPre-requisites-Any program or course pre-requisites required will be broken down in the pre-requisite linkAttachments-the attachment feature will be used in each course for documents that will be consistent for all trainees. This might included documents such as course syllabus, templates required, etc)
  17. Speaker Key Concepts  Program Layout Display The included screen shot is intended to display the general layout and format of the sections within the LMS program of study.Required- Section one will display all required training modules that will need to be completed for promotion eligibility.Skill demonstration- Section 2 will display all of the skill demonstration activities that will need to be completed for promotion eligibility.Optional-Section three will consist of the recommended but not required, training modules to support continuous growth and development.
  18. Speaker Key Concepts  Skill Demonstration The skill demonstration activities are those activities we feel will allow people to demonstrate evidence that necessary skills are present. For example, we know a manager needs to be able to coach, lead and develop people. To ensure this skill is developed we outlined key coaching and development training topics we feel will best supporting this ability. To demonstrate this skill is present, we outlined the example of the activity “Mentor a peer and assist in the creation and follow through of a development plan while monitoring progress.” We feel ensuring the proper training and demonstration of skill will best ensure the right people with the right skills are in the right positions.The skill demonstration requirements will be displayed in the same way training requirements are in the LMS system program of study. As each skill is validated, the validating team will have access to mark the skill demonstration as complete.Some skill demonstration requirements will also require pre-requisite training. In the example mentioned above, it would be expected the individual has gone through the coaching and development training prior to mentoring a peer and getting the skill validated.
  19. Speaker Key Concepts  Skill Demonstration Process The process of which each skill will be demonstrated will be outlined in the program of study guides. The above is one example of how the process will look however due to the differences in types of skills required, not all will be done in the same way. It is important to understand, however, that an independent eligible third party must be the one to validate, as to not violate the regulatory guidelines around who can make or impact compensation decisions.
  20. Speaker Key Concepts  The Promotion Process Since progression involves compensation changes, the manager cannot validate the necessary and independent criteria for progression since they have access to view enrollment, retention and financial aid data via progress reports, therefore creating an indirect correlation. We want to ensure we have the right people contributing to the decision making; however, must adhere to the regulatory limitations, which prevents managers from being the decision maker in the hiring decisions. The person/group that will make hiring and promotion decisions for these career progression roles is compiled of director level personnel that will have a full time position including, but not limited to, the hiring and skill validation of career progression criteria. Having a centralized hiring process creates several organizational benefits as listed below:Unbiased selections- all candidates that make it to the final round interviews are done through a consistent and compliant processProcess aligns with regulatory guidelines and ensure those making promotion decisions that impact compensation) are independent individuals without access to view performance outcome dataConsistent hiring practices- in the past there were different hiring processes in every department and every campus. Creating a centralized hiring team will aid in streamlining and perfecting organizational hiring practices. It will also allow visibility to organizational trends and talent planning strengths and opportunities, which we previously did not have the ability to do.
  21. Speaker Key Concepts  New Promotion Process Key Points With the new model rolling out effective the first of September, we know it is necessary to allow time to complete the requirements of the new roles. For this reason, we will be holding the in-line promotion process until March. (Advisor level and in-line promotions are defined as progression within the same roles. (Example: advisor to senior advisor or manager I to manager II) This will allow 6 months for individuals to develop the necessary skills and be fully prepared for future career success. Manager and director positions openings, however, are considered an urgent business need and will be filled as needed through the new career progression process.Beyond the first 6 months, the promotions will be handled as follows: advisor and in-line promotions will be assessed and processed on a quarterly basis; Leadership openings will be assessed and processed as needed.This promotion process and centralized hiring will handle both ground and online campuses. Processes and strategies are in place to ensure an effective and meaningful candidate and selection experience in lieu of the distance and varying campuses.
  22. Speaker Key Concepts  The Career Progression Hiring Team As already identified, the career progression hiring team will have a key role in the selection and promotion process for the roles within the career progression model. The following details provide high-level insight into what the responsibilities and expectations of these team members are:Certification: To ensure the team has the top skills needed to properly identify the best candidate for promotions, the hiring director team will be certified in the Lominger competency model as well as in the behavioral based interview process. Reporting: A key responsibility of the hiring team will also be to develop reporting and tracking tools for the promotion process. We feel an important piece in measuring success of the process and progression model will be to gage the employees coming through the process successfully or being declined. This will allow the ability to see trending in why people are being declined, what skills or behaviors might be missing, and whether those making it through end up being successful in their new roles. This will be key for ongoing tweaks and enhancements of the model.Campus relationships-the hiring team will be responsible for developing and maintaining relationships with campus management. This will be an important piece to staying in touch with individual and unique campus needs as well as in building trust between campus and hiring director.Full time role- these individuals are being moved from current functional/operational roles to work full time as part of the hiring director team. This is important to ensure those that understand the culture and functional responsibilities of these roles can better determine the right fit candidates. The move full time ensures they are removed from their current roles, therefore performance outcome numbers, and will only be utilizing approved criteria for decision-making.
  23. Speaker Key Concepts  Promotion Process High Level Overview The included image is intended as a high level overview of the promotion process flow from the time the position is deemed available by the campus to when the offer is made. A further breakdown of the details in each step is provided in the subsequent slides.
  24. Speaker Key Concepts  Business Need Identified Although there will not be specific designated percentage limitations given to the campuses, the number of opportunities or any limitations will be determined based on campus affordability as wages and salaries are assessed. Upon verification that there is a business need for advisor levels and in-line promotions or team opening for leadership promotions, the campus will create a requisition for the position. At the time the position is posted, the hiring director will be identified as the recruiter in the system and the promotion process will begin.
  25. Speaker Key Concepts  Recruiting Team Criteria Validation To assist in some of the upfront volume and workload, we will have recruiting support to aid in a few steps in the promotion process. The first piece recruiting will assist in will be the verification of the point of entry criteria. This step of the process will ensure all non-negotiable requirements are met prior to continuing through the process. In the event a candidate has not met the point of entry criteria, the recruiter will follow-up and aid in the decline process for non-eligible candidates. Those candidates that have met all of the point of entry requirements will proceed to the first round interview process.
  26. Speaker Key Concepts  Behavior based 1st Round Interview The first round interview will be the first step to ensuring point of entry competencies are met. This process is similar to the new hire recruiting and interview process done through the new RPO process. Below are some key points to note about this process:Advisor/In-line promotions- for these promotions it will be only the recruiter participating in the interview and decision to move to second round or decline. Due to volume, the hiring director will not be involved in first round interviews of these candidates.Next level leadership openings-for these promotions a recruiting will team with the hiring director to complete the first round interview process and determine who will move forward to the second round.Competency based interviews and questions- through the career progression model; each role has identified competencies relevant to the level. Interview questions have been determined for each level based on those relevant competencies. This will ensure that each the questions being asked are target to ensure the candidate will be the best fit for the skills and competencies needed at the level of which they are applying.
  27. Speaker Key Concepts  Data Input Analysis The listed data inputs have been approved as eligible criteria and history the hiring director will be able to review to assist in making an informed decision about the skills and readiness of a candidate. This is an extremely important piece that links the manager and employees day-to-day activities and accountabilities to the impact on an employee’s career growth. If the listed data is properly document (both employee strengths and opportunities, it will provide the hiring director with key insight into how the employees actually behave and whether or not they are the best fit for the next level skills and competencies needed. It is important for managers to understand their critical role and to ensure the information document is holistic and accurate. All documentation should include a complete representation including what areas of development are being worked as well as what areas of strength the employees have. Please note these are not set as criteria and specific expectations around these have not and will not be created. These are simply data inputs that will be assessed to gain a complete understanding of each candidate. Below is an outline of some possible ways in which these inputs may be used for consideration in the hiring decisions:Current resumeResume preparation and presentation: grammar, organization, overall layout and professionalismPrior job experience-review for relevance to promotion role being consideredTenure of prior jobs- review for candidates prior commitment to jobs Valuable training or certification history ( ex: six sigma certified, Microsoft certified, etc) NPS dataNPS Score itself Detractor comments- review for any comments that would be deemed too offensive, abusive, or non compliant NPS Content/Comments (not score) data-review of qualitative trends in comments for those who made positive impactful connections Review of promoters and their comments-review of positive promoter comments over total number of responses received by employee. This would provide a percentage of students whom were satisfied over the entire student base surveyed  DQSS call feedback/resultsComparison of campus or organizational averages to candidate results of success elementsStudent experience review over 6 month periodCall Calibration review (manager and above only)Consideration of number of calls calibrated Vs received to by DQSS (assessing managers efforts in listening and calibrating employee calls for quality)A qualitative review of Manager calibration or y-connect notes for coaching quality  Key Accomplishments of the Employee (Excluding any recitation by the candidate of enrollment or other prohibited metrics).Approved indicator review of extreme outliers (ex: CST, Outbound calls)Leadership accomplishments (mentoring, peer recognition, customer service recognition, regional recognition)Volunteerism Feedback from Peers/Grad team members (future consideration in model)360 electronic survey-survey peers in same function, peers cross functionally, subordinates if applicable, and two levels up of direct supervisor Employee Reference Submissions-The candidates could be asked to provide a number of personal/professional references.  Employee Attendance Information (With the exception of ADA and FMLA Approved Occurrences)Trends of tardiness and early departures Trends of absenteeismPatterns of days missed (i.e. pattern of Friday or Monday sick occurrences)Trends of excessive breaks and/or long lunches Mid Year/Annual Review outcomes overallGeneral comparison of candidates with overall better reviews (not setting a minimum criteria )Focus on key questions (ratings) applicable to role competencies (example: review how people are rated in student experience questions/sections to ensure sufficient prior to promoting to next level advisor) QPP Goals/NotesFollow up- look at the QPP’s over a period of time to gage what goals were put in place and the follow-up notes for the QPP’s thereafter. (Indicator of improvement, coachability, dedication, ownership, and follow through (housed in c-web)Manager (and above) QPP creation review- review the QPP goals set by leaders for their employees- assess the types of goals they are setting, how they are following up, Review identification of critical behaviors or areas of opportunity, relevant goals CWEB notes (Excluding any recitation by the candidate of enrollment or other prohibited metrics)Review for trends in positive or negative behaviors based upon the notes of that employees direct supervisorKudos Reviews-Looking at CWEB based kudos compilation to receive unsolicited direct feedback from peers, subordinates and/or, supervisorsDiscussion Memos-Review documented discussion memos for judgment call on whether topic is critical to next level success or coaching opportunityManager and above (CWEB notes BY manager and director)-Look at the effort, clarity, and follow up for the coaching sessions that the leader had with their subordinates. Review of structure/readability, clarity on rationale behind coaching, clarity on topic being discussed, clarity on coaching/training/role playing or recognition given, and clarity on a plan of action with appropriate follow upUsage/Frequency-We would look for either an outlier of no usage, which would be a deterrent, or this could be a potential for above and beyond work, which could be a distinguishing factor from other candidates. Leadership Position ProfilePossible use of template to be completed by campus with open leadership position to describe some of the below items about the open role to best assist hiring director in placing the right fit into the roleTenure of employees on teamPersonality typesCurrent team strengths and opportunitiesNumber of employeesSpecialty knowledge or experience needs 
  28. Speaker Key Concepts  Behavioral Based 2nd Round Interview After the candidate’s point of entry criteria has been identified, they have successfully passed the 1st round behavior interview, and successfully passed the thorough data input analysis review, the candidate will then move to the second round of the interview process. It is important to note the slight differences in second round interviews for advisor/in-line promotions versus leadership openings.Leadership openings-the 2nd round interview process will be a panel of the following people: 2 career progression hiring directors and the campus manager of which the position will report to. This panel will ensure that not only is there an in depth consideration from the independent hiring team but also consideration from the hiring manager to assess fit for the needs of the specific team being feel. As we know, although there may be multiple equally qualified candidates, specific teams and positions require a specific style and fit to be successful. We feel having all of these parties involved, it will capture all critical hiring needs. It is important to note that the decision MUST be unanimous between all panel members for candidate to be approved for promotion.Advisor/In-line promotions-the 2nd round interview for advisors and in-line promotions will only consist of the hiring director. Since in-line promotions do not require a change of teams or director supervisor we will not be able to involve that manager in the decision making process. Upon review of criteria and thorough interviewing the manager will be notified whether candidate is approved for promotion. 
  29. Speaker Key Concepts  Discussion Scenarios The included discussions scenarios are common questions and concerns people have brought up in regards to the centralized hiring process. The overall concern is how we will ensure the right people will be the ones to progress and those not skilled or the right fit will not. With the removal of the direct decision-making coming from the employee’s current manager like in the past, it has created questions and the need for further clarity on how to connect the managers that see and know the employees day-to-day strengths and opportunities to an individual’s career development.It is important to understand each component of the hiring process and the data input analysis step. Each of these data inputs provides key insight into the employee’s day-to-day activities. If the listed data is properly document (both employee strengths and opportunities, it will provide the hiring director with key insight into how the employees actually behave and whether or not they are the best fit for the next level skills and competencies needed. It is important for managers to understand their critical role and to ensure the information document is holistic and accurate. All documentation should include a complete representation including what areas of development are being worked as well as what areas of strength the employees have. If done correctly, the above concerned will be addressed in areas including, but not limited to, the notes indicating through ongoing coaching, quarterly progress plans, the performance appraisal, and through disciplinary actions on file if applicable. The risk in this process is if a manager has not had the difficult conversations to aid in the development of the concerns and has not documented such conversations and efforts in the areas of which the hiring director will be able to review for consideration.
  30. Speaker Key Concepts  Discussion Scenarios The included discussions scenarios are common questions and concerns people have brought up in regards to the centralized hiring process. The overall concern is how we will ensure the right people will be the ones to progress and those not skilled or the right fit will not. With the removal of the direct decision-making coming from the employee’s current manager like in the past, it has created questions and the need for further clarity on how to connect the managers that see and know the employees day-to-day strengths and opportunities to an individual’s career development.It is important to understand each component of the hiring process and the data input analysis step. Each of these data inputs provides key insight into the employee’s day-to-day activities. If the listed data is properly document (both employee strengths and opportunities, it will provide the hiring director with key insight into how the employees actually behave and whether or not they are the best fit for the next level skills and competencies needed. It is important for managers to understand their critical role and to ensure the information document is holistic and accurate. All documentation should include a complete representation including what areas of development are being worked as well as what areas of strength the employees have. If done correctly, the above concerned will be addressed in areas including, but not limited to, the notes indicating through ongoing coaching, quarterly progress plans, the performance appraisal, documented kudos, and future use of peer and graduation team feedback. The risk in this process is if a manager has not had the conversations to acknowledge and document these key attributes of the employee in the areas of which the hiring director will be able to review for consideration.
  31. Speaker Key Concepts  Electronic Portfolio The electronic portfolio is still in the very early stages at this time and will be built in phases. Phase I will consist of basic tracking capabilities to ensure all training, skill demonstration, and criteria can be tracked in a single location. Future phases will be more robust with various features and applicable access levels. It is important to ensure the underlying systems that house the data are accurate and resolved prior to building additional user interfaces on top of the foundation systems. This is still a key priority and will continue to be developed over time. We are very excited about this piece and like any major technology advancements, the most exciting things usually take a bit of time.
  32. Speaker Key Concepts  Post Implementation & Next Steps As with the implementation of any new process, it is imperative to have a post implementation plan to ensure rollout success, program maintenance, and ongoing developments and enhancements to ensure model effectiveness. Below are some of the key points to note regarding post implementation plans:Future Inclusions-The following areas are still in pilot mode and being developed/considered for possible use as future criteriaDQSS- Although this data can currently be reviewed and considered in the hiring process, there has not been any established criteria or minimums associated with the scoring or data. Currently this program is in pilot mode. After the pilots have been completed and enough time has been allotted to monitor successes and challenges learned through the new processes, additional considerations and decisions will be made as to whether to include as point of entry criteria.NPS- Although this data can currently be reviewed and considered in the hiring process, there has not been any established criteria or minimums associated with the scoring or data. Currently this program is in pilot mode. After the pilots have been completed and enough time has been allotted to monitor successes and challenges learned through the new processes, additional considerations and decisions will be made as to whether to include as point of entry criteria. Success Measures- As with any new program it is important to understand this is the first rendition of the model. We fully intend to continue to analyze the model effectiveness through various measures and expect the model to evolve as the business evolves. We know the matrix was developed over 30 years and changed multiple times. We anticipate this model will do the same, maintaining the intentions of having the best model to support student, business, and employee success. Ongoing Resources-Below are some of the ongoing resources that will be created to aid in continuous understanding of the model as well as for communicating updates and enhancementsCommunication PowerPoint deckSpeaker notes with detailed explanations of each slideOngoing updated FAQs and Key Messages documents Podcasts and videos from leaders on topics and updates SharePoint site to house all Career Progression documents for easy reference and housing of career progression informationPre-recorded WebEx meetings with program information Career Progression program electronic guide Introduction and recap emails to reinforce messaging, create excitement, etc.  Future career progression phases -This model currently only applies to the UOPX graduation team roles. For additional phases, we intend to further explore and outline interdepartmental movement within the graduate team. We also intend to partner, as requested, with additional Apollo subsidiaries in creating any career and compensation structures to best fit their organizational needs. 
  33. Speaker Key Concepts  Model Key Concepts We feel through the rigor in our programs and the need for employee ownership in their careers that the career progression model, although a standardized model, still provides a clear way for people to still distinguish themselves as the good, better, or best in class! Employees that continue to learn more, do more, and take on more will be those that excel and are recognized as such through career progression and various other sources of recognition at campuses.This compensation and progression model is a framework to ensure the right people with the right qualifications are in the right positions. This framework, however, cannot work by itself. A critical dependency is ensuring that employees take ownership for their careers and accountabilities and that managers take ownership for their key role in developing, recognizing, and holding employees accountable to meeting their expectations and goals. As with any new program, it is important to understand this is the first rendition of the model. We fully intend to continue to analyze the model effectiveness through various measures and expect the model to evolve as the business evolves. We know the matrix was developed over 30 years and changed multiple times. We anticipate this model will do the same, maintaining the intentions of having the best model to support student, business, and employee success. 
  34. Speaker Key Concepts  Understand Do everything you can to understand the model, the details, the objectives, the regulations and how it all ties together. With a thorough understanding, you can best support the employees, the model and organizational success through change. Ask When in doubt, ask! It is important to ensure everyone has an accurate and thorough understanding of the process.  OWN It Understand the message, believe in the message and make it yours. Your people trust in you and look to you to determine whether they buy in or not. Your buy-in and passion behind relaying this message is critical to help people deal with change and understand the future. Support Employees Our employees are eagerly awaiting answers. They want to know what is next and how they get there. They also want support in times of confusion and change. Through continuous support of employee’s personal and professional development, accountability and recognition, you can help move this change forward.  
  35. Speaker Key Concepts  Career Progression Resources Although the above named people have been intimately involved in the creation and rollout of the career progression model and are more than happy to assist as a resources, we feel it’s important to also provide continuous resources for employee self service as well. Below are some of the resources that will be available to employees as ongoing tools and resources.Communication PowerPoint deckSpeaker notes with detailed explanations of each slideOngoing updated FAQs and Key Messages documents Podcasts and videos from leaders on topics and updates SharePoint site to house all Career Progression documents for easy reference and housing of career progression informationPre-recorded WebEx meetings with program information Career Progression program electronic guide Introduction and recap emails to reinforce messaging, create excitement, etc.