Tom Borie
Founder and Principal Consultant



    We Value…
       Extraordinary Performance
           and Transformational Results




              Aligning and engaging people to achieve
    extraordinary performance and results through shared values©


      Values Alignment Solutions, LLC. www.valuesalignmentsolutions.com 256-735-8820
VAS Consulting Services
Human Resources Management


 •   Strategic and Tactical HRM                     •   Union Avoidance
 •   HR Analytics                                   •   Union-Free Work Environment Training
 •   Structure and Alignment                        •   Positive Employee Relations
 •   Employee Engagement and Culture                •   Team Building
     Transformation                                 •   Change Management
 •   Diversity and Inclusion                        •   Open Communication Systems
 •   Compensation and Benefits                      •   Coaching, Counseling and Corrective
 •   Reward and Recognition                             Action and Help Chains
 •   Goal and Gain Sharing                          •   Fair Treatment Process
 •   Recruiting and Staffing                        •   Conflict Resolution
 •   Workforce Planning, Workforce and
     Economic Development
                                                    •   Peer Review Panels
 •   Collaborate with Workforce Investment Act      •   Legal Compliance (State/Federal)
     (WIA) Career Centers (AIDT and UT-CIS, etc.)   •   Handbooks, Policy and Procedures
 •   On-boarding and Assimilation                   •   Assessments, Audits and Surveys
 •   New Hire Orientation                           •   Focus Groups and Action Plans
VAS Consulting Services
Competency-Based Systems (Safety, Quality and Productivity)


  Competency-Based Systems                      Safety, Quality and Productivity
  •   Job Descriptions                          •   Performance Management
  •   Functional Analysis,                      •   Behavior-Based Safety
  •   Essential Job Functions                   •   Quality Systems (ISO/QS/TS)
  •   Span of Control                           •   High Performance Work Teams
  •   Pre-Hire Assessments (WorkKeys, DDI,          (SQDCM)
      SHL, Profiles Int’l. DiSC and Lominger)   •   Balanced Scorecards (CSF/KPI’s)
  •   Behavior-Based Interviewing and           •   Toyota Production System (TPS)
      Selection                                 •   Training Within Industry (TWI)
  •   Talent Management                         •   Lean Manufacturing
  •   Mentoring and Leadership                  •   Six Sigma
      Development                               •   Standardized Work
  •   Training and Cross-training               •   Problem Solving
  •   Skills Assessment and Skill Building      •   Continuous Improvement
VAS Consulting Services
Training and Development

Who We Are Counts (WWAC)                          Training Within Industry (TWI)
Who We Are Counts® Human Relationship             The TWI modules are based on resolving
Training and Leadership Development begins        current issues through being shown, told,
with a 12 hour course that provides the basic     practiced, and reinforced by supervisors.
principles and concepts of behavioral styles,
the identification of styles and value systems,   The TWI program utilizes the 4J process (Job
and how that knowledge can help create more       Relations, Job Instruction, Job Methods and
productive interpersonal relationships,           Job Safety) which generates significant skill
improve communication and enhance                 advancement that can be easily and
productivity.                                     immediately implemented on-the-job through
                                                  a "learn-by-doing" approach that is practical
The program continues with the Who We Are         and effective.
Counts® Application Series which reinforces
the basic principles of the program and           Each lesson is designed for students to
applies them to specific business needs. These    prepare, present, apply and test in simple
are 4 hour modules delivered on a quarterly       language to ensure clear transfer of
basis including: Values, the selection process,   information and principles. We teach TWI in
performance management, teambuilding,             four to five half-day classroom sessions where
conflict resolution, managing stress, sales and   concepts are developed, applied with on-site
customer service.                                 coaching that minimize time away from work.
Values Alignment Solutions
VAS takes a systems approach to values
alignment by integrally designing VAS3.7 ©
Values Alignment System.
VAS 3.7 © creates value for people in any
organization and corrects human capital
issues that are caused by misalignment.
Overview of the Process and Tools
VAS 3.7 *Tools: iCARE Plans, Q15, PDP, CIP and TLR


                        Alignment                                          Engagement                                         Transformation


     VAS 3.7 Values                            Manager                      Decision-Making                     Talent and                           Dev. Plans Focus
  Alignment Strategy                           and Self                         Matrix                       Leadership Profiles                    on both Strengths
 Mission, Vision & Goals                     Evaluations                   (Q15 Engagement                      and Review                           and Dev. Areas
      (Set Targets)                         (iCARE Plans)                  Survey and 9-Box)                       (TLR)                                (PDP/CIP)




       Determine                                 Identify                     Determine Gap                          Assess
     Competencies                             Key Talent and                     between                         Organizational                       Monitor & Track
 For Key Functions and                          Leadership                  Actual Performance                        Risks                              Employee’s
 Positions to Maximize                         Candidates &               (Behaviors and Results)                 and Develop                         Performance and
   Business Results                           Assess Against                   and Required                        Strategies                           Development
       (ROI/ROC)                              Competencies                     Competencies                       (Set Targets)

         Process                                                       Process Implementation                                                          Process
         Design                                                                                                                                      Management

*Tools: iCARE Plans (Performance and Development) Q15 Engagement Survey, PDP=Performance, Development and Potential, CIP=Care Improvement Plans TLR=Talent, Leadership Review
3 Phase HCM Strategy
Organizational and Individual Excellence

  Organization Development (OD)            Performance, Development
  and Change Management (CM)                   and Potential (PDP)
              Phase 1                               Phase 1


              Phase 2                               Phase 2



                Logo                                 Logo



               Phase 3                              Phase 3



        Vision Guided, Values-Driven Human Capital Management
3 Phases: Growth and Multiplication
7 Stages: Cycle of Perfection and Completion


Alignment                                           1        Strategy
          This is an example
                                                                                                                                                   VAS 3.7 ©
         1. Org. Design/Re-design
          text. Go ahead and
 1       2. SWOT/PEST Analysis
          replace it with your
         3. iCARE Plans/CSF/KPI                     2        Structure
          own text.
         4.VA/ WWAC/TWI/LEAN
                                                      System
                                                    3 Structure
Engagement
         1. Engagement Survey
         2. Focus Groups
                                                    4        Shared Values
 2       3. Change Management
         and CM Action Plans
                                                    5        Staff
Transformation
         1. PDP/TLR Calibration                     6        Style / Culture
         and Succession Plan
 3       2. Care Improvement
         Plans (CIP)                                7        Skills

     *VA=Values Alignment, SWOT=Strength, Weakness, Opportunities, Threats, PEST=Political, Economic, Social, Technological, CSF=Critical Success Factors, KPI=Key Performance Indicators,
           *WWAC=Who We Are Counts, TWI=Training Within Industry, PDP=Performance, Development and Potential, TLR=Talent, Leadership Review, CIP=Care Improvement Plan
OD/CM (Organizational Effectiveness)
Organizational Development and Change Management


              Phase 1                3 Phases
                                      Phase 1: Alignment
              Phase 2                 Align people with the organizations
                                      values, mission and vision which lead
                                      people to understand and care about
                                      each other and their productivity
               Logo
                                      Phase 2: Engagement
                                      Engage people with the organizations
                                      goals and objectives. Accept and
              Phase 3                 leverage each others strengths and
                                      opportunities

                                      Phase 3: Transformation
                                      People in the organization are
                                      transformed through appreciating each
                                      other and encouraging excellence
VAS 3.7 © OD/CM Process
 Organizational Development and Change Management



PHASES   PHASE 1:             PHASE 1:             PHASE 2: PHASE 2:                   PHASE 2: PHASE 3: PHASE 3:
  1-3    1.Clarify the Top    1. Organization      Complete           1. Administer    1. Initiate     1. Execute     Review
           Leaders Values,    Design/Re-Design:    The “Who We        Q15 People       Change          Change         ROI/ROC
           Critical Success   2. Functional        Are Counts”        Engagement       Management      Management
           Fctors, Current    Analysis and         (WWAC)             Survey, Report   Teams:          Action Plans &      7
           State and Future   Essential Job        Human              and Analysis.    2. Develop CM   2. Care
           State (desired     Functions            Relationship       2. Facilitate    Action Plans    Improvement
           outcomes)          3. Span of Control   and Leadership     Focus Groups     3. Write Care   Plans (CIP)
         2.Human Capital      Ratios               Development        to brainstorm    Improvement                        WWAC
           and Values         4. Start Team        Basic Principles   and suggest      Plans (CIP)                      Module #3
           Assessment.        Building through     and Concepts       improvement                          6
         3. SWOT, PEST        iCARE Plans, TWI     Training           opportunities
         and Gap Analysis.    and “Who We Are
         4. Set Targets       Counts” (WWAC)                                                             WWAC
                              Training                                                       5          Module #2

STAGES         1                    2                     3                 4            WWAC
  1-7                                                                                   Module #1
         Integrate WWAC with Job Relations, Instruction, Safety and Methods Training

                    Alignment                                         Engagement

           Day 1                                                       1st Qtr.        2nd Qtr.        3rd Qtr.        4th Qtr.
People-Driven Solutions
Once the Organization Development and
Change Management strategy has been
initiated, VAS 3.7© accelerates performance
and results by aligning and engaging the
organizations most valuable asset. People!
People who are driven to care about each
other, their productivity and potential.
PDP
Performance, Development and Potential (PDP)


              Phase 1
                                     3 Phases
                                     Phase 1:
                                     Establishing Leadership Expectations
              Phase 2                around the values, character and attributes
                                     that leaders are expected to have to set an
                                     example, mentor and develop people

                                     Phase 2:
                Logo                 Leadership Assessment and Selection
                                     based on competency, demonstrated
                                     performance (behavior and results), potential,
                                     role and organizational fit
               Phase 3
                                     Phase 3:
                                     Leadership Measurement and Development
                                     to improve leadership capabilities based on
                                     opportunities identified in leadership
                                     assessments; coaching, mentoring and role
                                     expansion (special assignments are critical
                                     components of leadership development)
iCARE Plans© (2 Perspectives)
Performance Reviews and Development Plans


     Performance                              Development
        1                                        2
            Competency                                Character
            Action                                    Attributes
            Results                                   Relationships
            Excellence                                Experience
     Customized Performance Reviews and Development Plans
     (Measure, Rate, Report and Feedback Systems that meet EEOC Guidelines):
     Critical Incidents Method (CIM), Behaviorally Anchored Rating Scale (BARS),
     Behavioral Observation Scale (BOS), Management By Objectives (MBO),
     Graphic Rating Scales (GRS) and Forced Ranking Method (FRM)
Integrating VAS 3.7 © into Lean
Building and Sustaining a Continuous Imrpovement Culture
VAS 3.7 © PDP Process
 Performance, Development, Potential / Talent, Leadership Review



PHASES   PHASE 1:            PHASE 1:            PHASE 2: PHASE 2: PHASE 3: PHASE 3: PHASE 3:
  1-3    1. Establishing     Complete            1. Leadership    1. Midyear       1. Midyear      Setup         Year-end
         Leadership          The “Who We         Assessment.      Performance      Talent          Candidate     PDP/TLR
         expectations,       Are Counts”         Identify key     Reviews          Leadership      Slates
         (iCARE Plans for    (WWAC) Human        positions and    (PDP).           Review (TLR)    iidentifying
         Performance and     Relationship        key talent       2. Talent and    and             potential,               7
         Development)        and Leadership      2. Setup         Leadership       calibration.    readiness and
         2. Define Talent    Development         Talent and       Assessment,      2. Begin        Succession
         and Leadership      Basic Principles    Leadership       Selection and    feedback,       Plan             WWAC
         Assessments         and Concepts        Profiles         Development      coaching ,                      Module #3
         and                 Training                                              counseling
         Development                                                               and
                                                                                                          6
         needs                                                                     mentoring
         3. Set Targets                                                                               WWAC
                                                                                                     Module #2
                                                                                           5
STAGES          1                   2                   3                4              WWAC
  1-7                                                                                  Module #1
         Integrate WWAC into Job Relations, Instruction, Safety and Methods Training

                    Alignment                             Engagement                               Transformation
            Day 1                                  1st Qtr.                  2nd Qtr.          3rd Qtr.          4th Qtr.

VAS 3.7 Values Alignment Strategy

  • 1.
    Tom Borie Founder andPrincipal Consultant We Value… Extraordinary Performance and Transformational Results Aligning and engaging people to achieve extraordinary performance and results through shared values© Values Alignment Solutions, LLC. www.valuesalignmentsolutions.com 256-735-8820
  • 3.
    VAS Consulting Services HumanResources Management • Strategic and Tactical HRM • Union Avoidance • HR Analytics • Union-Free Work Environment Training • Structure and Alignment • Positive Employee Relations • Employee Engagement and Culture • Team Building Transformation • Change Management • Diversity and Inclusion • Open Communication Systems • Compensation and Benefits • Coaching, Counseling and Corrective • Reward and Recognition Action and Help Chains • Goal and Gain Sharing • Fair Treatment Process • Recruiting and Staffing • Conflict Resolution • Workforce Planning, Workforce and Economic Development • Peer Review Panels • Collaborate with Workforce Investment Act • Legal Compliance (State/Federal) (WIA) Career Centers (AIDT and UT-CIS, etc.) • Handbooks, Policy and Procedures • On-boarding and Assimilation • Assessments, Audits and Surveys • New Hire Orientation • Focus Groups and Action Plans
  • 4.
    VAS Consulting Services Competency-BasedSystems (Safety, Quality and Productivity) Competency-Based Systems Safety, Quality and Productivity • Job Descriptions • Performance Management • Functional Analysis, • Behavior-Based Safety • Essential Job Functions • Quality Systems (ISO/QS/TS) • Span of Control • High Performance Work Teams • Pre-Hire Assessments (WorkKeys, DDI, (SQDCM) SHL, Profiles Int’l. DiSC and Lominger) • Balanced Scorecards (CSF/KPI’s) • Behavior-Based Interviewing and • Toyota Production System (TPS) Selection • Training Within Industry (TWI) • Talent Management • Lean Manufacturing • Mentoring and Leadership • Six Sigma Development • Standardized Work • Training and Cross-training • Problem Solving • Skills Assessment and Skill Building • Continuous Improvement
  • 5.
    VAS Consulting Services Trainingand Development Who We Are Counts (WWAC) Training Within Industry (TWI) Who We Are Counts® Human Relationship The TWI modules are based on resolving Training and Leadership Development begins current issues through being shown, told, with a 12 hour course that provides the basic practiced, and reinforced by supervisors. principles and concepts of behavioral styles, the identification of styles and value systems, The TWI program utilizes the 4J process (Job and how that knowledge can help create more Relations, Job Instruction, Job Methods and productive interpersonal relationships, Job Safety) which generates significant skill improve communication and enhance advancement that can be easily and productivity. immediately implemented on-the-job through a "learn-by-doing" approach that is practical The program continues with the Who We Are and effective. Counts® Application Series which reinforces the basic principles of the program and Each lesson is designed for students to applies them to specific business needs. These prepare, present, apply and test in simple are 4 hour modules delivered on a quarterly language to ensure clear transfer of basis including: Values, the selection process, information and principles. We teach TWI in performance management, teambuilding, four to five half-day classroom sessions where conflict resolution, managing stress, sales and concepts are developed, applied with on-site customer service. coaching that minimize time away from work.
  • 6.
    Values Alignment Solutions VAStakes a systems approach to values alignment by integrally designing VAS3.7 © Values Alignment System. VAS 3.7 © creates value for people in any organization and corrects human capital issues that are caused by misalignment.
  • 7.
    Overview of theProcess and Tools VAS 3.7 *Tools: iCARE Plans, Q15, PDP, CIP and TLR Alignment Engagement Transformation VAS 3.7 Values Manager Decision-Making Talent and Dev. Plans Focus Alignment Strategy and Self Matrix Leadership Profiles on both Strengths Mission, Vision & Goals Evaluations (Q15 Engagement and Review and Dev. Areas (Set Targets) (iCARE Plans) Survey and 9-Box) (TLR) (PDP/CIP) Determine Identify Determine Gap Assess Competencies Key Talent and between Organizational Monitor & Track For Key Functions and Leadership Actual Performance Risks Employee’s Positions to Maximize Candidates & (Behaviors and Results) and Develop Performance and Business Results Assess Against and Required Strategies Development (ROI/ROC) Competencies Competencies (Set Targets) Process Process Implementation Process Design Management *Tools: iCARE Plans (Performance and Development) Q15 Engagement Survey, PDP=Performance, Development and Potential, CIP=Care Improvement Plans TLR=Talent, Leadership Review
  • 8.
    3 Phase HCMStrategy Organizational and Individual Excellence Organization Development (OD) Performance, Development and Change Management (CM) and Potential (PDP) Phase 1 Phase 1 Phase 2 Phase 2 Logo Logo Phase 3 Phase 3 Vision Guided, Values-Driven Human Capital Management
  • 9.
    3 Phases: Growthand Multiplication 7 Stages: Cycle of Perfection and Completion Alignment 1 Strategy This is an example VAS 3.7 © 1. Org. Design/Re-design text. Go ahead and 1 2. SWOT/PEST Analysis replace it with your 3. iCARE Plans/CSF/KPI 2 Structure own text. 4.VA/ WWAC/TWI/LEAN System 3 Structure Engagement 1. Engagement Survey 2. Focus Groups 4 Shared Values 2 3. Change Management and CM Action Plans 5 Staff Transformation 1. PDP/TLR Calibration 6 Style / Culture and Succession Plan 3 2. Care Improvement Plans (CIP) 7 Skills *VA=Values Alignment, SWOT=Strength, Weakness, Opportunities, Threats, PEST=Political, Economic, Social, Technological, CSF=Critical Success Factors, KPI=Key Performance Indicators, *WWAC=Who We Are Counts, TWI=Training Within Industry, PDP=Performance, Development and Potential, TLR=Talent, Leadership Review, CIP=Care Improvement Plan
  • 10.
    OD/CM (Organizational Effectiveness) OrganizationalDevelopment and Change Management Phase 1 3 Phases Phase 1: Alignment Phase 2 Align people with the organizations values, mission and vision which lead people to understand and care about each other and their productivity Logo Phase 2: Engagement Engage people with the organizations goals and objectives. Accept and Phase 3 leverage each others strengths and opportunities Phase 3: Transformation People in the organization are transformed through appreciating each other and encouraging excellence
  • 11.
    VAS 3.7 ©OD/CM Process Organizational Development and Change Management PHASES PHASE 1: PHASE 1: PHASE 2: PHASE 2: PHASE 2: PHASE 3: PHASE 3: 1-3 1.Clarify the Top 1. Organization Complete 1. Administer 1. Initiate 1. Execute Review Leaders Values, Design/Re-Design: The “Who We Q15 People Change Change ROI/ROC Critical Success 2. Functional Are Counts” Engagement Management Management Fctors, Current Analysis and (WWAC) Survey, Report Teams: Action Plans & 7 State and Future Essential Job Human and Analysis. 2. Develop CM 2. Care State (desired Functions Relationship 2. Facilitate Action Plans Improvement outcomes) 3. Span of Control and Leadership Focus Groups 3. Write Care Plans (CIP) 2.Human Capital Ratios Development to brainstorm Improvement WWAC and Values 4. Start Team Basic Principles and suggest Plans (CIP) Module #3 Assessment. Building through and Concepts improvement 6 3. SWOT, PEST iCARE Plans, TWI Training opportunities and Gap Analysis. and “Who We Are 4. Set Targets Counts” (WWAC) WWAC Training 5 Module #2 STAGES 1 2 3 4 WWAC 1-7 Module #1 Integrate WWAC with Job Relations, Instruction, Safety and Methods Training Alignment Engagement Day 1 1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
  • 12.
    People-Driven Solutions Once theOrganization Development and Change Management strategy has been initiated, VAS 3.7© accelerates performance and results by aligning and engaging the organizations most valuable asset. People! People who are driven to care about each other, their productivity and potential.
  • 13.
    PDP Performance, Development andPotential (PDP) Phase 1 3 Phases Phase 1: Establishing Leadership Expectations Phase 2 around the values, character and attributes that leaders are expected to have to set an example, mentor and develop people Phase 2: Logo Leadership Assessment and Selection based on competency, demonstrated performance (behavior and results), potential, role and organizational fit Phase 3 Phase 3: Leadership Measurement and Development to improve leadership capabilities based on opportunities identified in leadership assessments; coaching, mentoring and role expansion (special assignments are critical components of leadership development)
  • 14.
    iCARE Plans© (2Perspectives) Performance Reviews and Development Plans Performance Development 1 2 Competency Character Action Attributes Results Relationships Excellence Experience Customized Performance Reviews and Development Plans (Measure, Rate, Report and Feedback Systems that meet EEOC Guidelines): Critical Incidents Method (CIM), Behaviorally Anchored Rating Scale (BARS), Behavioral Observation Scale (BOS), Management By Objectives (MBO), Graphic Rating Scales (GRS) and Forced Ranking Method (FRM)
  • 15.
    Integrating VAS 3.7© into Lean Building and Sustaining a Continuous Imrpovement Culture
  • 16.
    VAS 3.7 ©PDP Process Performance, Development, Potential / Talent, Leadership Review PHASES PHASE 1: PHASE 1: PHASE 2: PHASE 2: PHASE 3: PHASE 3: PHASE 3: 1-3 1. Establishing Complete 1. Leadership 1. Midyear 1. Midyear Setup Year-end Leadership The “Who We Assessment. Performance Talent Candidate PDP/TLR expectations, Are Counts” Identify key Reviews Leadership Slates (iCARE Plans for (WWAC) Human positions and (PDP). Review (TLR) iidentifying Performance and Relationship key talent 2. Talent and and potential, 7 Development) and Leadership 2. Setup Leadership calibration. readiness and 2. Define Talent Development Talent and Assessment, 2. Begin Succession and Leadership Basic Principles Leadership Selection and feedback, Plan WWAC Assessments and Concepts Profiles Development coaching , Module #3 and Training counseling Development and 6 needs mentoring 3. Set Targets WWAC Module #2 5 STAGES 1 2 3 4 WWAC 1-7 Module #1 Integrate WWAC into Job Relations, Instruction, Safety and Methods Training Alignment Engagement Transformation Day 1 1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.

Editor's Notes

  • #9 Developing and hiring key executive talent is a critical enabler for achieving our strategic initiatives.The process begins with determining which leadership and functional competencies are necessary for success at the executive level.VAS identified key talent to include in the initial phase of this process.A self-evaluation and manager-evaluation were completed and submitted to the Training & Development group for analysis.VAS meets with the Leadership Team to discuss candidates from a cross-functional perspective and to determine critical competency gaps across the group.Development plans are created for the candidates to be more successful in their current positions and potentially move to the next level.Their performance and development will be monitored on an ongoing basis at the executive level.
  • #11 Developing and hiring key executive talent is a critical enabler for achieving our strategic initiatives.The process begins with determining which leadership and functional competencies are necessary for success at the executive level.VAS identified key talent to include in the initial phase of this process.A self-evaluation and manager-evaluation were completed and submitted to the Training & Development group for analysis.VAS meets with the Leadership Team to discuss candidates from a cross-functional perspective and to determine critical competency gaps across the group.Development plans are created for the candidates to be more successful in their current positions and potentially move to the next level.Their performance and development will be monitored on an ongoing basis at the executive level.
  • #15 Leadership and functional competencies are identified for an organization. The competencies are grounded in the research conducted by Lominger Limited, and were developed from information gleaned from multi-year studies conducted by Center for Creative Leadership, AT&T, Sears and other longitudinal research.All candidates were assessed using these five Functional Competencies and the six Leadership Competencies.These competencies were built into the assessment forms.Additional Background Information:The competencies that we have used in this project are from the Lominger Competency Library. Competency Library consisting of 67 positive and 19 negative competencies. Lominger Limited is the developer of the LEADERSHIP ARCHITECT® product which includes the Competency Library. Mike Lombardo leads Research and Product Creation at Lominger Limited, Inc. and is co-creator of The LEADERSHIP ARCHITECT® Suite. Formerly he was at the Center for Creative Leadership for 15 years, where he began his research regarding executive level competency models.