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Cezanne Software
 1 - White Paper                                      www.cezannesw.com

 WHITE PAPER




                    The Public Sector is on the brink of
                    unprecedented change:

                    Succession & Career Planning
                    can help organisations overcome
                    the challenges ahead




www.cezannesw.com

.
2 - White Paper                                                                                    www.cezannesw.com




                  Succession planning in the Public Sector
                  INTRODUCTION
                  There is no doubt the public sector is on the brink of a period of unprecedented change.

                  Organisations are under intense pressure from government to find more effective and efficient ways
                  of providing public services. The recession has led to a tight squeeze on public sector spending –
                  and public scrutiny of the way the sector spends its money has never been greater.

                  At the same time, the public sector is finding itself in the midst of an intense war for talent. A huge
                  demographic time bomb is just around the corner. Figures suggest, for example, that 30 per cent of
                  the local government workforce is due to retire over the next 10/15 years. The number of young
                  people entering the workforce is also dwindling – and skill levels are at an all time low.

                  It’s hardly surprising then, that the issue of succession planning is rising rapidly to the top of the
                  public sector agenda.

                  A new generation of leaders, with the skills and resilience to take on the enormous challenges
                  ahead, need to be in the pipeline – and the task of recruiting, nurturing and developing them has
                  become an urgent priority.


                  A CRITICAL ISSUE
                  Of course the concept of succession planning is not new to the public sector. There are pockets of
                  outstanding good practice to be found in local authorities, the health sector and within regulatory
                  bodies.

                  IDeA (Improvement and Development Agency for local government) research suggests that local
                  authorities only have a sporadic approach to succession planning, although many have identified it
                  as a critical issue they plan to tackle in the near future.

                  Some of this seeming reluctance to grasp the nettle is that succession planning in the public sector
                  brings with it some particular challenges – which although not insurmountable, can derail
                  programmes or significantly slow the process down.

                  Traditional public sector culture, for example, can make it difficult to ‘single’ people out and put
                  them on a fast development track. In many organisations, ‘the way you get on round here’ is set in
                  stone and there is a tendency for people to hang on in posts for years once they’ve travelled that
                  tried and tested route.

                  “The public sector has a reputation for treating staff fairly, in some cases perhaps too fairly,” says
                  Gary Miles, Head of Open Programmes at Roffey Park. “This egalitarian approach can sometimes
                  get in the way of doing really good stuff with succession, because no-one wants to rock the boat.
                  But the reality is that there are people who are going to stick at a certain level and do an OK job –
                  and other people who are doing a very good job who you want to accelerate.

                  “My view is that you have to face up to that. It’s a tough, turbulent climate and that means you have
                  to have tough conversations within organisations. The way round it is to be focused, transparent
                  and clear with people about whether they have the potential in the organisation to get to the top or
                  whether they are just going to be seen to be doing an OK job at a certain level.”
3 - White Paper                                                                                  www.cezannesw.com




                  A TRANSPARENT APPROACH
                  This need for transparency is endorsed by Gillian Hibberd, Corporate Director, People, Policy and
                  Communications at Buckinghamshire County Council and President of the Public Sector People
                  Managers Association (PPMA). The authority has developed a talent management and succession
                  planning tool-kit, which managers use to identify and succession plan for critical posts within their
                  service or department.

                  The tool allows managers to attach a level of risk to posts in terms of impact to the organisation if the
                  post was vacant, and the likely difficulty filling it if the incumbent leaves for pastures new. It also
                  enables managers to look at individual employees and assess which people would leave a gaping hole
                  if the departed, either in terms of knowledge lost or impact on service delivery.

                  This information subsequently feeds into the council’s talent management process, and is used to help
                  identify high performers and the ‘ones to watch’ for the future. Heavy emphasis is placed on engaging
                  managers in the process so that they can see the value of the exercise – and also on being open about
                  the people who have been ear-marked as high potential.

                  “I think it’s really important to have a degree of fairness and transparency in the process so people can
                  see why it’s been done – and also to follow through and make sure it doesn’t just become a paper-
                  based exercise,” says Gillian Hibberd. “We can’t guarantee people will get the jobs, but we can let
                  people know that they are in our talent pool and give advice on the kind of career pathway they should
                  consider following. “

                  People in the council’s talent pool have access to a range of support and development opportunities
                  including action learning sets and senior management mentoring. They are also given opportunities to
                  develop their skills through appropriate projects and assignments.

                  Hibberd believes the approach is reaping a number of benefits. Departments have more robust
                  succession plans, recruitment costs have been reduced – and it has helped the organisation look at
                  career pathways in a different light. “An interesting side benefit of our succession planning tool kit has
                  been that it has helped us look across the different services in the organisation and has broadened
                  career paths for our people,” she says.


                  A POLITICAL CHALLENGE
                  Of course local government organisations have the additional pressure of cultivating their succession
                  planning activity against a complicated and ever-changing political backdrop.

                  Roffey Park’s Gary Miles, himself an ex local councillor, has seen the difficulties this can cause first
                  hand. “There can be frustrations in succession planning in local authorities where you have politicians
                  who are setting the tone at the top of the organisation – but don’t necessarily understand the people
                  issues, because they haven’t come from that type of background,” he says. “It makes long-term
                  planning very difficult when you are having to respond to these different political agendas, because you
                  are often having to respond to short-term emotional desires.”

                  Public sector bodies also have the added challenge of trying to work out a fair and simple process for
                  progressing employees in highly complex organisations, where there are numerous functions and a
                  huge variety of professional skill sets. They also have the propensity to tie themselves in knots trying
                  to make sure that whatever succession planning programmes they do put in place, don’t fall foul of
                  equality or pay legislation.
4 - White Paper                                                                                   www.cezannesw.com




                  Dean Shoesmith, Vice President of the Public Sector People Managers’ Association (PPMA)believes if
                  these problems are to be overcome, more work needs to be done to put in clear career pathways for
                  public sector employees.

                  “One size doesn’t fit all, so it needs differentiation, but you have to balance that against the complexity
                  and transparency of what you are doing,” he says.

                  “For some areas, like uniformed police officers for example, it’s quite clear. In other areas, such as
                  child care social workers, we have developed these paths because it’s become a business imperative
                  and we have had to put the architecture in place to be able to recruit and retain successfully. In other
                  areas, however, it’s much less clear. I think a certain amount of caution is needed around the idea of
                  having career civil servants, or an equivalent – because how much does that really work when across
                  the organisation you need very particular professional skills, such as IT, HR or finance, for example?”


                  EVIDENCE-BASED APPROACHES
                  The National Policing Improvement Agency (NPIA) has taken a very pragmatic approach to the issue,
                  driven by the requirement from government to come up with a 10 year workforce plan for policing.

                  “That’s a massive challenge, but we have tried to do it in a very simple way,” explains Angela
                  O’Connor, the NPIA’s Chief People Officer. “So we started off with saying what does policing look like
                  now and what does the changing nature of the job mean in terms of the skills we are going to need in
                  the future? What are the hours and patterns people are working to, how many people are going to
                  retire and who is going to fill these positions? It’s a very exciting piece of work because it’s enabled us
                  to create a picture of the national workforce and it means we can really focus the initiatives we put in
                  place based on evidence.

                  “We have to be able to develop people with the right skills and attributes for a very fast changing world
                  – we are dealing with different sorts of crimes and working at a different pace – so we have to make
                  sure we are preparing people for that.”

                  NPIA has recently agreed a national people strategy and has reviewed all its learning and development
                  activity in line with this and the national workforce plan.

                  Among the initiatives that have been put in place is a national graduate scheme and a national senior
                  careers advisory service, which will provide guidance to 300 top police personnel across the country.

                  There’s also a high potential development scheme, which has been put together with Warwick
                  University. The scheme comprises a series of modules covering operational aspects of policing as well
                  as the broader context and leads to a Masters.

                  O’Connor adds that getting the development spot on is particularly critical in a specialist area like
                  policing. “When you are dealing with a specialist area you are looking at developing talent within a
                  business because your market is not one where you can just dip in and out,” she says. “So you are
                  looking at building paths and trajectories of career development and you have to get it absolutely right.
                  There is a lot of pressure on resources and increased scrutiny on public sector spending, and we have,
                  quite rightly, to justify absolutely everything that we do. That means that decisions about talent have to
                  be linked very much to a structured, evidenced view of why we are doing things.”
5 - White Paper                                                                                   www.cezannesw.com




                  TECHNOLOGY SOLUTIONS
                  Mark Sweeny of Certus-Solutions specialises in implementing technology in the public sector and
                  believes it has an important role to play in providing this kind of hard evidence about exactly what’s
                  required.

                  “Technology can provide fast access to talent-related information, which supports more effective
                  decision-making,” he says. “It allows organisations to better achieve transparency, monitor diversity
                  and have access to analyse critical positions. However, the dependency is as always on the quality of
                  information captured and held”.

                  Julie Windsor, UK Operations Director of Cezanne Software says public sector organisations are
                  definitely beginning to switch on to the potential technology has to streamline their succession planning
                  activities. “We have been finding recently that there is a real thirst from within the public sector for
                  succession planning and how organisations can use technology to accelerate the process and reduce
                  the costs and time associated with the task,” she says.

                  Sally Hulks, Head of HR and Talent Practice at Ashridge Consulting has also seen a noticeable
                  increase in the number of public sector organisations knocking on the door looking for help in how to
                  develop people for senior roles. Part of the problem, she believes, is that managers who have been
                  brought up in the hierarchical school of management themselves can sometimes find it hard define
                  ‘leadership’ potential, particularly if they are in an organisation where there are no clear role models to
                  look to.

                  “Sometimes succession planning systems get derailed because people don’t know what it is they are
                  actually looking for,” she says. “There’s often a gap between middle managers and the really senior
                  management jobs and so there is limited capacity to succession plan for that kind of potential because
                  it can sometimes be quite difficult for people to spot that notion of leadership.”


                  THE WAY AHEAD
                  The NPIA’s Angela O’Connor believes one way round this is for there to be increased dialogue
                  between public and private sector organisations. “The one thing I have learnt is that it’s really good to
                  involve people in succession planning who are not part of the business, because otherwise you can get
                  a bit of a clone mentality about what good looks like, and who the right people are to fill particular roles.
                  So it’s about talking to people about what they do, what are the other influences we should be thinking
                  about, and not feeling defensive about having quite a gritty debate about what’s required.”

                  The PPMA’s Dean Shoesmith believes the sector also needs clear strategic guidance from on high to
                  help organisations see the bigger picture and understand how they might go about tackling their
                  succession issues.

                  “We need to tie it back to the enormous challenges we face around skills, demographics and service
                  delivery and to have some leadership on that both at political level and senior management level,” he
                  says. “The sector needs clear-sighted leadership to help framework these issues and provide
                  guidance, because if we are going to tackle it successfully we require political, leadership, stakeholder
                  and trade union buy-in as it will completely revolutionise the way we do things in the public sector.”
6 - White Paper                                www.cezannesw.com




 Contact

 Cezanne Software provides leading-edge
 Human Capital Management solutions that
 help companies better manage, develop,
 reward and retain their most important
 asset - their people. With many years’
 experience of delivering HCM solutions and
 hundreds of customers worldwide, Cezanne
 Software is committed to service
 excellence.

 Our focus is to provide flexible, people-
 centered solutions that improve the day-to-
 day management of HR activities, drive the
 processes that are critical to an
 organization’s success and help companies
 to develop and maintain a competitive
 talent advantage.




 Cezanne Software

 France - Cezanne Software S.a.r.l.
 Tel +33 (0)1 44 09 71 21
 Email info.france@cezannesw.com

 Italy - Cezanne Software S.p.A.
 Tel +39 080 549 84 11
 Email info.italia@cezannesw.com

 Portugal - Cezanne Software Ibérica S.A.
 Tel +351 21 3562024
 Email info.portugal@cezannesw.com

 Spain - Cezanne Software Ibérica S.A.U.
 Tel +34 91 7684080
 Email info.espana@cezannesw.com

 United Kingdom - Cezanne Software Limited
 Tel + 44 (0)20 7202 9300
 Email info.uk@cezannesw.com

 USA - Cezanne Software, Inc.
 Tel +1 617 418-3945 (dagli Stati Uniti 1 800
 CEZANNE)
 Email info.usa@cezannesw.com

 Venezuela - Cezanne Solutions C.A.
 Tel +58 212 959 87 16
 Email info.lam@cezannesw.com

 www.cezannesw.com




© Copyright Cezanne Software Ltd

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White Paper - Succession Planning in the Public Sector

  • 1. Cezanne Software 1 - White Paper www.cezannesw.com WHITE PAPER The Public Sector is on the brink of unprecedented change: Succession & Career Planning can help organisations overcome the challenges ahead www.cezannesw.com .
  • 2. 2 - White Paper www.cezannesw.com Succession planning in the Public Sector INTRODUCTION There is no doubt the public sector is on the brink of a period of unprecedented change. Organisations are under intense pressure from government to find more effective and efficient ways of providing public services. The recession has led to a tight squeeze on public sector spending – and public scrutiny of the way the sector spends its money has never been greater. At the same time, the public sector is finding itself in the midst of an intense war for talent. A huge demographic time bomb is just around the corner. Figures suggest, for example, that 30 per cent of the local government workforce is due to retire over the next 10/15 years. The number of young people entering the workforce is also dwindling – and skill levels are at an all time low. It’s hardly surprising then, that the issue of succession planning is rising rapidly to the top of the public sector agenda. A new generation of leaders, with the skills and resilience to take on the enormous challenges ahead, need to be in the pipeline – and the task of recruiting, nurturing and developing them has become an urgent priority. A CRITICAL ISSUE Of course the concept of succession planning is not new to the public sector. There are pockets of outstanding good practice to be found in local authorities, the health sector and within regulatory bodies. IDeA (Improvement and Development Agency for local government) research suggests that local authorities only have a sporadic approach to succession planning, although many have identified it as a critical issue they plan to tackle in the near future. Some of this seeming reluctance to grasp the nettle is that succession planning in the public sector brings with it some particular challenges – which although not insurmountable, can derail programmes or significantly slow the process down. Traditional public sector culture, for example, can make it difficult to ‘single’ people out and put them on a fast development track. In many organisations, ‘the way you get on round here’ is set in stone and there is a tendency for people to hang on in posts for years once they’ve travelled that tried and tested route. “The public sector has a reputation for treating staff fairly, in some cases perhaps too fairly,” says Gary Miles, Head of Open Programmes at Roffey Park. “This egalitarian approach can sometimes get in the way of doing really good stuff with succession, because no-one wants to rock the boat. But the reality is that there are people who are going to stick at a certain level and do an OK job – and other people who are doing a very good job who you want to accelerate. “My view is that you have to face up to that. It’s a tough, turbulent climate and that means you have to have tough conversations within organisations. The way round it is to be focused, transparent and clear with people about whether they have the potential in the organisation to get to the top or whether they are just going to be seen to be doing an OK job at a certain level.”
  • 3. 3 - White Paper www.cezannesw.com A TRANSPARENT APPROACH This need for transparency is endorsed by Gillian Hibberd, Corporate Director, People, Policy and Communications at Buckinghamshire County Council and President of the Public Sector People Managers Association (PPMA). The authority has developed a talent management and succession planning tool-kit, which managers use to identify and succession plan for critical posts within their service or department. The tool allows managers to attach a level of risk to posts in terms of impact to the organisation if the post was vacant, and the likely difficulty filling it if the incumbent leaves for pastures new. It also enables managers to look at individual employees and assess which people would leave a gaping hole if the departed, either in terms of knowledge lost or impact on service delivery. This information subsequently feeds into the council’s talent management process, and is used to help identify high performers and the ‘ones to watch’ for the future. Heavy emphasis is placed on engaging managers in the process so that they can see the value of the exercise – and also on being open about the people who have been ear-marked as high potential. “I think it’s really important to have a degree of fairness and transparency in the process so people can see why it’s been done – and also to follow through and make sure it doesn’t just become a paper- based exercise,” says Gillian Hibberd. “We can’t guarantee people will get the jobs, but we can let people know that they are in our talent pool and give advice on the kind of career pathway they should consider following. “ People in the council’s talent pool have access to a range of support and development opportunities including action learning sets and senior management mentoring. They are also given opportunities to develop their skills through appropriate projects and assignments. Hibberd believes the approach is reaping a number of benefits. Departments have more robust succession plans, recruitment costs have been reduced – and it has helped the organisation look at career pathways in a different light. “An interesting side benefit of our succession planning tool kit has been that it has helped us look across the different services in the organisation and has broadened career paths for our people,” she says. A POLITICAL CHALLENGE Of course local government organisations have the additional pressure of cultivating their succession planning activity against a complicated and ever-changing political backdrop. Roffey Park’s Gary Miles, himself an ex local councillor, has seen the difficulties this can cause first hand. “There can be frustrations in succession planning in local authorities where you have politicians who are setting the tone at the top of the organisation – but don’t necessarily understand the people issues, because they haven’t come from that type of background,” he says. “It makes long-term planning very difficult when you are having to respond to these different political agendas, because you are often having to respond to short-term emotional desires.” Public sector bodies also have the added challenge of trying to work out a fair and simple process for progressing employees in highly complex organisations, where there are numerous functions and a huge variety of professional skill sets. They also have the propensity to tie themselves in knots trying to make sure that whatever succession planning programmes they do put in place, don’t fall foul of equality or pay legislation.
  • 4. 4 - White Paper www.cezannesw.com Dean Shoesmith, Vice President of the Public Sector People Managers’ Association (PPMA)believes if these problems are to be overcome, more work needs to be done to put in clear career pathways for public sector employees. “One size doesn’t fit all, so it needs differentiation, but you have to balance that against the complexity and transparency of what you are doing,” he says. “For some areas, like uniformed police officers for example, it’s quite clear. In other areas, such as child care social workers, we have developed these paths because it’s become a business imperative and we have had to put the architecture in place to be able to recruit and retain successfully. In other areas, however, it’s much less clear. I think a certain amount of caution is needed around the idea of having career civil servants, or an equivalent – because how much does that really work when across the organisation you need very particular professional skills, such as IT, HR or finance, for example?” EVIDENCE-BASED APPROACHES The National Policing Improvement Agency (NPIA) has taken a very pragmatic approach to the issue, driven by the requirement from government to come up with a 10 year workforce plan for policing. “That’s a massive challenge, but we have tried to do it in a very simple way,” explains Angela O’Connor, the NPIA’s Chief People Officer. “So we started off with saying what does policing look like now and what does the changing nature of the job mean in terms of the skills we are going to need in the future? What are the hours and patterns people are working to, how many people are going to retire and who is going to fill these positions? It’s a very exciting piece of work because it’s enabled us to create a picture of the national workforce and it means we can really focus the initiatives we put in place based on evidence. “We have to be able to develop people with the right skills and attributes for a very fast changing world – we are dealing with different sorts of crimes and working at a different pace – so we have to make sure we are preparing people for that.” NPIA has recently agreed a national people strategy and has reviewed all its learning and development activity in line with this and the national workforce plan. Among the initiatives that have been put in place is a national graduate scheme and a national senior careers advisory service, which will provide guidance to 300 top police personnel across the country. There’s also a high potential development scheme, which has been put together with Warwick University. The scheme comprises a series of modules covering operational aspects of policing as well as the broader context and leads to a Masters. O’Connor adds that getting the development spot on is particularly critical in a specialist area like policing. “When you are dealing with a specialist area you are looking at developing talent within a business because your market is not one where you can just dip in and out,” she says. “So you are looking at building paths and trajectories of career development and you have to get it absolutely right. There is a lot of pressure on resources and increased scrutiny on public sector spending, and we have, quite rightly, to justify absolutely everything that we do. That means that decisions about talent have to be linked very much to a structured, evidenced view of why we are doing things.”
  • 5. 5 - White Paper www.cezannesw.com TECHNOLOGY SOLUTIONS Mark Sweeny of Certus-Solutions specialises in implementing technology in the public sector and believes it has an important role to play in providing this kind of hard evidence about exactly what’s required. “Technology can provide fast access to talent-related information, which supports more effective decision-making,” he says. “It allows organisations to better achieve transparency, monitor diversity and have access to analyse critical positions. However, the dependency is as always on the quality of information captured and held”. Julie Windsor, UK Operations Director of Cezanne Software says public sector organisations are definitely beginning to switch on to the potential technology has to streamline their succession planning activities. “We have been finding recently that there is a real thirst from within the public sector for succession planning and how organisations can use technology to accelerate the process and reduce the costs and time associated with the task,” she says. Sally Hulks, Head of HR and Talent Practice at Ashridge Consulting has also seen a noticeable increase in the number of public sector organisations knocking on the door looking for help in how to develop people for senior roles. Part of the problem, she believes, is that managers who have been brought up in the hierarchical school of management themselves can sometimes find it hard define ‘leadership’ potential, particularly if they are in an organisation where there are no clear role models to look to. “Sometimes succession planning systems get derailed because people don’t know what it is they are actually looking for,” she says. “There’s often a gap between middle managers and the really senior management jobs and so there is limited capacity to succession plan for that kind of potential because it can sometimes be quite difficult for people to spot that notion of leadership.” THE WAY AHEAD The NPIA’s Angela O’Connor believes one way round this is for there to be increased dialogue between public and private sector organisations. “The one thing I have learnt is that it’s really good to involve people in succession planning who are not part of the business, because otherwise you can get a bit of a clone mentality about what good looks like, and who the right people are to fill particular roles. So it’s about talking to people about what they do, what are the other influences we should be thinking about, and not feeling defensive about having quite a gritty debate about what’s required.” The PPMA’s Dean Shoesmith believes the sector also needs clear strategic guidance from on high to help organisations see the bigger picture and understand how they might go about tackling their succession issues. “We need to tie it back to the enormous challenges we face around skills, demographics and service delivery and to have some leadership on that both at political level and senior management level,” he says. “The sector needs clear-sighted leadership to help framework these issues and provide guidance, because if we are going to tackle it successfully we require political, leadership, stakeholder and trade union buy-in as it will completely revolutionise the way we do things in the public sector.”
  • 6. 6 - White Paper www.cezannesw.com Contact Cezanne Software provides leading-edge Human Capital Management solutions that help companies better manage, develop, reward and retain their most important asset - their people. With many years’ experience of delivering HCM solutions and hundreds of customers worldwide, Cezanne Software is committed to service excellence. Our focus is to provide flexible, people- centered solutions that improve the day-to- day management of HR activities, drive the processes that are critical to an organization’s success and help companies to develop and maintain a competitive talent advantage. Cezanne Software France - Cezanne Software S.a.r.l. Tel +33 (0)1 44 09 71 21 Email info.france@cezannesw.com Italy - Cezanne Software S.p.A. Tel +39 080 549 84 11 Email info.italia@cezannesw.com Portugal - Cezanne Software Ibérica S.A. Tel +351 21 3562024 Email info.portugal@cezannesw.com Spain - Cezanne Software Ibérica S.A.U. Tel +34 91 7684080 Email info.espana@cezannesw.com United Kingdom - Cezanne Software Limited Tel + 44 (0)20 7202 9300 Email info.uk@cezannesw.com USA - Cezanne Software, Inc. Tel +1 617 418-3945 (dagli Stati Uniti 1 800 CEZANNE) Email info.usa@cezannesw.com Venezuela - Cezanne Solutions C.A. Tel +58 212 959 87 16 Email info.lam@cezannesw.com www.cezannesw.com © Copyright Cezanne Software Ltd