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Leadership for 2013:
    Strategies and Best Practices
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                                                         #TMwebinar
Leadership for 2013:
Strategies and Best Practices

 Speaker:     Robert C. Greene
              Talent Management Strategist
              SumTotal Systems

 Moderator:   Deanna Hartley
              Senior Editor
              Talent Management magazine




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                                                               #TMwebinar
Leadership for 2013:
Strategies and Best Practices

              Deanna Hartley
              Senior Editor
              Talent Management magazine




                                    #TMwebinar
Leadership for 2013:
Strategies and Best Practices

           Robert C. Greene
           Talent Management Strategist
           SumTotal Systems




                                          #TMwebinar
Effective Leadership
Assessment:

Strategies, Tools & Tips for
Success

Presented By:

      Bob Greene
      Senior Talent Management Strategist
Agenda


                                   How Integrated Talent
                                   Management can power
                                   success


                                   How to use talent
                                   analytics to drive better
                                   leadership assessments


                                   How Successful
                                   Companies Assess Their
                                   future leaders


                                   Quick Tips for Using
                                   Talent Management
                                   Technology




Page 8 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Agenda


                                   How Integrated Talent
                                   Management can power
                                   success


                                   How to use talent
                                   analytics to drive better
                                   leadership assessments


                                   How Successful
                                   Companies Assess Their
                                   future leaders


                                   Quick Tips for Using
                                   Talent Management
                                   Technology




Page 9 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Why Are Effective Leadership Assessments
 Important?




                                           Bad Bosses
                                          Can be a Major
                                          Contributor to
                                            Turnover
                                                            Senior Leaders
                                                            from the Baby
                                                                Boom
                                                            Generation are
                                                               Retiring
                                          45-50% of Top
                                          Performers are
                                             Actively
                                           Looking for
                                            New Jobs




Page 10 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
The Growth in Quits …




                                                            Who is quitting?
                                                            Are you losing your
                                                            best people?
                                                            This can raise your
                                                            overall employment
                                                            costs dramatically




Page 11 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Polling Question #1
■   The “voluntary quits” portion of the overall unemployment rate has
    been rising steadily for the past two years. Thinking only about your
    voluntary turnover rate since January, 2011, has it…?

     ■ Decreased

     ■ Stayed about the same

     ■ Risen moderately (less than about 30% from what it was 1/1/2011)

     ■ Risen steeply (more than about 30% from what it was 1/1/2011)

     ■ Not sure, but I think I’ll check right after this webinar is over…




Page 12 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Top 5 CEO Concern’s – Talent Shortage!



                             Loss of Customers


                      Talent & Skills Shortage


                              Reputational Risk


                           Currently Fluctuation


                           Changing Legislation

Page 13 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
More Mature HCM Practice = Greater Return

                                                                        ■   HBR Article in 2007

                                                                        ■   Effective talent
                                                                            management drives
                                                                            better sales & greater
                                                                            stock return

                                                                        ■   Same correlation
                                                                            shown in many articles
                                                                            & studies




Maximizing Your Return on People, March 2007, Harvard Business Review
  Page 14 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Engaged Employees = EPS Growth

     ■     High employee engagement translates to improvements across
           the business



  "Companies that increase
  employee engagement see
  improvement in operating
  margins.“

  Towers Perrin, New Realities
  in Today's Workforce




                                            Gallup Research, 2011- Employee Engagement Overview Brochure




Page 15 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Why Integrate Talent Management?
 Analyst research shows direct correlation to business performance

   Bersin 2011 HR Factbook
   shows organizations that
   have reached maturity
   (Level 4) by having
   business-integrated HR
   functions rather than
   compliance drive (Level 1)
   HR show significantly higher
   performance in the following
   metrics




Page 16 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Why Integrate Talent Management?
 Analyst research shows direct correlation to business performance




 Source: Kevin Oakes, i4CP 2011



Page 17 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
What Talent Processes do High-Performers Do?
 Where to Start




    All relate
    to filling
   leadership
      gaps




   i4CP, Kevin Oaks, 2011

Page 18 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
High Performers Have Good Processes to
Fill Leadership Gaps




   i4CP, Kevin Oaks, 2011

Page 19 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Agenda


                                   How Integrated Talent
                                   Management can power
                                   success


                                   How to use talent
                                   analytics to drive better
                                   leadership assessments


                                   How Successful
                                   Companies Assess Their
                                   future leaders


                                   Quick Tips for Using
                                   Talent Management
                                   Technology




Page 20 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Tip: Build an Integrated Data Model

      Most companies (well over 50%)                        Questions
      do not have integrated data today
      – the data is in separate silos
                                                             Where do you have
                                                              your data today?
      Why: Without visibility you cannot
      assess talent or develop it
                                                              Is your data in
                                                                “data jail”?
                                                            Who holds the keys?
      The big data sets for filling
      leadership gaps are:
                                                             What is the highest
      •   HRMS data                                          priority data to gain
      •   Succession data                                      better visibility?
      •   Learning / competency data
      •   Performance data


Page 21 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Polling Question #2
■   How many separate HCM-related
    systems are you currently using?

     ■ None (100% manual!)

     ■ One

     ■ Two

     ■ Three

     ■ Four

     ■ Five

     ■ Six or more

Page 22 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Example: Learning, Succession, Core

                                                SUCCESSION
               CORE                                                  LEARNING
                                                  PLANNING
      INFORMATION                                                   INFORMATION
                                                INFORMATION
            Employee                                 Succession       Learning
             Profile                                   Plan(s)        Activities

         Performance                                    Potential   Development
          Information                                   Ratings        Plans

                                                        9-box        Competency
          Job Profiles
                                                     information        Data


Page 23 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Example – Succession & Talent Management
           Global employee record provides
                                                                                            Integrated Workforce Analytics
         complete information to improve the
             quality of succession decisions                 Single Global
                                                              Employee                                            Hiring integration provides
                                                                Record                                            visibility to drive effective
                                                                                                                  staffing decisions to fill key
         Key competency                                                                                           leadership positions
  information provides for           Integration                                            Hiring
more accurate comparison            Competency
       among successors                 Data                                              Integration



                                                                                                                        Linking development planning
                                                                                                                        improves leadership training
                                                                                                                        effectiveness
                                                            Succession
                              Integrated                                                          Integrated
                             Performance
                                                             Planning                            Development
                             Assessments                                                           Planning


      Easily Identify high
performers and put them
   into succession pools


                                               Integrated                    Integrated
                                                 Career                       Learning                  Better align & improve training
                                                Planning                        Paths                   effectiveness for the best talent

          Improve overall employee
                  engagement and
         development effectiveness

    Page 24 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Tip: Have Analytics That Are Easily Accessible

      Organizations are starting to                         Questions
      track cross-organization analytics
                                                              What is the question you
      Lets you define current                                 are answering by building
      benchmark & success metrics                              a report or dashboard?


      Lets each part of organization
      see the bigger picture                                  What decisions or actions
                                                              do you hope to take based
                                                               on data analysis findings
      Creates executive visibility                             and recommendations?



      Drives consistently better                              Has this been done before?
      business and talent planning

Page 25 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Executives Need to Receive Reports!




                                                                                  Executive Team /
                                                                                  CEO are the only
                                                                                 groups correlated to
                                                                                     High Market
                                                                                    Performance




                      Q: Who receives the workforce metrics reports? (Select all that apply)


Page 26 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Example: Key Performance Indicators
 (KPIs)


                           Talent                                 Development

     • Overall talent retention                             • Number of training
       rate                                                   hours per employee per
     • Number of senior                                       year
       positions and the depth                              • Average training cost
       of bench strength                                      per employee
     • Average tenure of new                                • Training penetration rate
       hires                                                • Average class size
     • Turnover among high                                  • Average score per
       performers                                             employee



Page 27 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Ubiquitous Access to Analytics
  Robust Mobile/iPad Support


           Single data warehouse


                 Pre-built KPI’s to track
                 leadership metrics

                   Provide overview and
                   drill-down capabilities

                 Both diagnostic (“rear-
                 view”) and predictive


           Access on multiple platforms



Page 28 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Agenda


                                   How Integrated Talent
                                   Management can power
                                   success


                                   How to use talent
                                   analytics to drive better
                                   leadership assessments


                                   How Successful
                                   Companies Assess Their
                                   future leaders


                                   Quick Tips for Using
                                   Talent Management
                                   Technology




Page 29 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Example: Google –
      Project Oxygen*

           ■     The Mission: To build better
                 bosses

           ■     The Challenge: Terrible boss =
                 top three reason for turnover

           ■     The Outcome: 8 habits of highly
                 effective managers

           ■     The Result: improvement in
                 manager quality


 Career Development                         Clear Vision & Strategy

                                  Coaching
“Google’s Quest to Build a Better Boss” New York Times, March 12th, 2011

     Page 30 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Google Project Oxygen Outcomes

         ■     Eight Good Behaviors
                 1.    Be a good coach
                 2.    Empower your team and don’t micro manage
                 3.    Express interest in team members success and personal well being
                 4.    Don’t be a sissy: Be productive and results oriented
                 5.    Be a good communicator and listen to your team
                 6.    Help your employees with career development
                 7.    Have a clear vision and strategy for the team
                 8.    Have key technical skills so you can advise them
         ■     Three Pitfalls of Managers
                 1. Have trouble making a transition to the team
                 2. Lack a consistent approach to performance management and career
                       development
                 3.    Spend too little time managing and communicating

“Google’s Quest to Build a Better Boss” New York Times, March 12th, 2011

   Page 31 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
How to Develop Strong Enterprise Leaders

      Early in their careers give potential leaders …
        • Experience on cross functional projects and responsibility for them

      When their leadership promise becomes evident, give high
      potentials …
        • A position on a senior management team

      Sometime just before their first enterprise promotion, send rising
      stars …
        • To address capabilities they will need at an enterprise management level

      At the time of their first enterprise-level promotion, place new
      enterprise leaders in new units that are …
        • Small, distinct and thriving with a team they can learn from

 “How Managers Become Strong Leaders”, Michael D. Watkins,
 Harvard Business Review, June 2012
Page 32 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Agenda


                                   How Integrated Talent
                                   Management can power
                                   success


                                   How to use talent
                                   analytics to drive better
                                   leadership assessments


                                   How Successful
                                   Companies Assess Their
                                   future leaders


                                   Quick Tips for Using
                                   Talent Management
                                   Technology




Page 33 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Tip: Start where you will get the biggest
 result – Often That’s Performance

                                                            Questions
    Several studies say generally
    Performance integration gives
    the greatest result                                        Do you have an agreed
                                                                 upon performance
                                                                     process?

    Try to keep the process
    simple and straight forward
                                                              Does it include leadership
                                                               skills / competencies?

    Gives a measurement tool for
    leadership assessments                                    What data do we need to
                                                                execute our plan?



Page 34 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Where do you start?
 Which processes do High Performing Organizations include?




Source: Kevin Oakes, i4CP 2011
Page 35 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Where do you start?
 Which processes do High Performing Organizations include?




Source: Kevin Oakes, i4CP 2011
Page 36 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Tip: Have an Integrated Process for
 Leadership Development

    Many organizations still have one-off or                Questions
    silo’d processes
                                                              Can you see development
    Studies referenced have shown                                 information from
                                                                    succession?
    integrated processes have better
    overall results

    For integrated leadership development                     What are the key cross-
    look at connecting Succession and                         process tasks you would
    Learning                                                    like to be able to do?



    This is where integrated data will help                   What data do we need to
                                                                execute our plan?



Page 37 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Example of Succession & Learning



         Succession
          Planning




            Learning
            Programs




Page 38 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Example: Where Technology Helps

                                               Choose Learning               Directly Enroll
                                  Create                                         Them
                              Succession Pools    Activities



                                     Powerful
                                    interactive                  Look at
                                   tools can let              competency
                                  you see / pick                              Automatically
                                                            gaps and other   enroll people in
                                 from among all              information &
                                       your                                  courses as well
                                                              then choose     as track their
                                    employees                 from course      progress /
                                                                 catalog       success in
                                                                                courses




Page 39 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
View Detailed Successor Comparisons

     ■     Compare & Rank
           Potential Successors

     ■     View employee record
           information

     ■     See performance
           information

     ■     View nine-box
           information




Page 40 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Multiple Tools for Successor Development
                                                            •    Competency gap analysis can
                                                                be performed against current or
                                                                        future positions




            •   Integrated list of learning and
                   development suggested
                          resources



Page 41 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Tip: Drive Succession Planning Deeper Into
 the Organization

                                                            Questions
 Most businesses only have
 succession planning at the                                    What are the key feeder
 executive level                                              positions you want to track
                                                               bench-strength against?

 Top performing organizations have
 succession planning down several
 layers into the organization                                 How many levels down can
                                                                  you see into your
                                                                    organization?

 Integrate career development into
 the organization
                                                              Do you have development
                                                               plans for key positions?



Page 42 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Polling Question #3

■   To what extent have you automated your succession management?

     ■ It’s 100% manual with no solid plans yet for automation

     ■ 100% manual with plans to automate within the next 2 years

     ■ Automated, for top level of executives only

     ■ Automated, for more than the top level of executives but not every
          management level

     ■ Automated for all management levels




Page 43 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Value of Deeper Succession Planning

                    • Visibility                                                      • Knowledge


                                                                    Gives you a
                                                                      stronger
                                              Better visibility
                                                                  understanding of
                                                 into the
                                                                  where your talent
                                               organization
                                                                    strengths &
                                                                  weaknesses are
   Retain and                                                                                  Anticipate your
    Engage                                                                                      “Talent Gap”
                                                 Improves             Lets you
                                                 employee         maintain a strong
                                              engagement by       bench of “feeder”
                                             touching more of     positions for key
                                              the organization    leadership roles

                    • Business                                                        • Bench
                      Results                                                           Strength



Page 44 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Long Lasting Customer Relationships
                   Broader Offerings, Improved Operations, High Customer Retention



                                                                           SumTotal
                                                                         Worldwide Leader
                                                                         in Strategic HCM
Market Share (users)




                                                                             3,500+
                                                                            Customers


                                                                          Over 45+ Million
                                                                            End-Users

                                                                          Leader in SMB,
                                                                           Mid-Market &
                                                                            Enterprise
                                                                            Solutions


                                                    Global Scalability


             Page 45 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
                                                                                         March 5th, 2012
SumTotal Strategic HCM Solution
 Empowering Customers to Become Stronger Strategic Business Partners



                                                            ■ Providing Actionable Insight
                                                            ■ Enabling End-to-End
                                                               Integrated Business
                                                               Processes

                                                            ■ Driving Productive, Pervasive
                                                               Access

                                                            ■ Improving Time-to-Value and
                                                               Reducing Cost of Ownership

                                                            ■ Enabling collaborative solution
                                                               development community




Page 46 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Most Advanced - Recognized as Leader by Analysts
                                6+ Years in the Leader’s Quadrant (Gartner CLS MQ)
                                  “SumTotal has established itself as the market share and mind share leader …”
                                2+ Years Rated “Visionary” (Gartner EPM MQ)
                                  “…well suited for global organizations … seeking best-in-class functionality”


                                Global Market Share Leader for Learning (Bersin 2013 LMS Systems Guide)
                                 “Highly configurable” … “Market leading Learning Management” … ”best-suited to
                                 large, global organizations.”



                                2+ Years Rated Highest Overall (Ventana Total Compensation)
                                  “The top ranked supplier based on the weighted factoring of five product and two
                                  customer assurance categories …”



                                4 + Years in the Leaders Section (Forrester Wave LM)
                                  “Forrester Wave for Enterprise Learning Suites”
                                Leader in Every Section of Forrester Wave (2011 Forrester TM)
                                  “...among the leaders for integrated performance & compensation solutions”


                                Highest Rated Overall (AMR Strategic HCM)
                                 “...the broadest and most mature application suite in the strategic HCM specialist
                                 space”




Page 47 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Summary


                      Integrated Talent Management has a proven
                      positive impact on top and bottom line results

                            Integrated talent analytics drives better
                            decision making

                            Technology helps but people and process are
                            key

                      Start by looking at integrated performance, then
                      leadership development and succession planning


Page 48 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Questions & Answers


             Visit us at www.sumtotalsystems.com and through these
                                social channels:

                                    @SumtotalSystems


                                    http://www.linkedin.com/groups?home=&gid=45382


                                    http://www.facebook.com/SumTotal.Systems




Page 49 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Free Talent Management Resources
 Visit us at www.sumtotalsystems.com




Customer Case Studies
■ Alfa Case Study - Manufacturing & Automotive
■ Lifetouch Case Study – Services
■ Sodexo Case Study - Services

Whitepapers
■ 10 Things HR Can Do to Help Align an Organization’s Goals
■ HR Field Guide: 5 Tips To Effective Performance Management
■ 10 Things a Performance Management System Can Do for You
■ Retaining Talent with Compensation Management: Trends in
  Employee Compensation


Page 50 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
Join Our Next TM Webinar
‘YouTube-like’ Solution for Learning

       Tuesday, December 11, 2012
                       •
TM Webinars start at 2 p.m. Eastern / 11 a.m. Pacific

     Register for upcoming TM Webinars at
          www.talentmgt.com/events

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          http://network.talentmgt.com/



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Leadership for 2013: Strategies and Best Practices

  • 1. Leadership for 2013: Strategies and Best Practices You can listen to today’s webinar using your computer’s speakers or you may dial into the teleconference. If you would like to join the teleconference, please dial 1.650.479.3208 and enter access code: 924 254 823 #. You will be on hold until the seminar begins. #TMwebinar
  • 2. Leadership for 2013: Strategies and Best Practices Speaker: Robert C. Greene Talent Management Strategist SumTotal Systems Moderator: Deanna Hartley Senior Editor Talent Management magazine #TMwebinar
  • 3. Tools You Can Use • Q&A – Click on the Q&A icon on your floating toolbar in the top of your screen. – Type in your question in the space at the bottom. – Click on “Send.” #TMwebinar
  • 4. Tools You Can Use • Polling – Polling question will appear in the “Polling” panel. – Select your response and click on “Submit.” #TMwebinar
  • 5. Frequently Asked Questions 1. Will I receive a copy of the slides after the webinar? YES 2. Will I receive a copy of the recording after the webinar? YES Please allow up to 2 business days to receive these materials. #TMwebinar
  • 6. Leadership for 2013: Strategies and Best Practices Deanna Hartley Senior Editor Talent Management magazine #TMwebinar
  • 7. Leadership for 2013: Strategies and Best Practices Robert C. Greene Talent Management Strategist SumTotal Systems #TMwebinar
  • 8. Effective Leadership Assessment: Strategies, Tools & Tips for Success Presented By: Bob Greene Senior Talent Management Strategist
  • 9. Agenda How Integrated Talent Management can power success How to use talent analytics to drive better leadership assessments How Successful Companies Assess Their future leaders Quick Tips for Using Talent Management Technology Page 8 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 10. Agenda How Integrated Talent Management can power success How to use talent analytics to drive better leadership assessments How Successful Companies Assess Their future leaders Quick Tips for Using Talent Management Technology Page 9 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 11. Why Are Effective Leadership Assessments Important? Bad Bosses Can be a Major Contributor to Turnover Senior Leaders from the Baby Boom Generation are Retiring 45-50% of Top Performers are Actively Looking for New Jobs Page 10 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 12. The Growth in Quits … Who is quitting? Are you losing your best people? This can raise your overall employment costs dramatically Page 11 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 13. Polling Question #1 ■ The “voluntary quits” portion of the overall unemployment rate has been rising steadily for the past two years. Thinking only about your voluntary turnover rate since January, 2011, has it…? ■ Decreased ■ Stayed about the same ■ Risen moderately (less than about 30% from what it was 1/1/2011) ■ Risen steeply (more than about 30% from what it was 1/1/2011) ■ Not sure, but I think I’ll check right after this webinar is over… Page 12 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 14. Top 5 CEO Concern’s – Talent Shortage! Loss of Customers Talent & Skills Shortage Reputational Risk Currently Fluctuation Changing Legislation Page 13 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 15. More Mature HCM Practice = Greater Return ■ HBR Article in 2007 ■ Effective talent management drives better sales & greater stock return ■ Same correlation shown in many articles & studies Maximizing Your Return on People, March 2007, Harvard Business Review Page 14 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 16. Engaged Employees = EPS Growth ■ High employee engagement translates to improvements across the business "Companies that increase employee engagement see improvement in operating margins.“ Towers Perrin, New Realities in Today's Workforce Gallup Research, 2011- Employee Engagement Overview Brochure Page 15 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 17. Why Integrate Talent Management? Analyst research shows direct correlation to business performance Bersin 2011 HR Factbook shows organizations that have reached maturity (Level 4) by having business-integrated HR functions rather than compliance drive (Level 1) HR show significantly higher performance in the following metrics Page 16 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 18. Why Integrate Talent Management? Analyst research shows direct correlation to business performance Source: Kevin Oakes, i4CP 2011 Page 17 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 19. What Talent Processes do High-Performers Do? Where to Start All relate to filling leadership gaps i4CP, Kevin Oaks, 2011 Page 18 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 20. High Performers Have Good Processes to Fill Leadership Gaps i4CP, Kevin Oaks, 2011 Page 19 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 21. Agenda How Integrated Talent Management can power success How to use talent analytics to drive better leadership assessments How Successful Companies Assess Their future leaders Quick Tips for Using Talent Management Technology Page 20 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 22. Tip: Build an Integrated Data Model Most companies (well over 50%) Questions do not have integrated data today – the data is in separate silos Where do you have your data today? Why: Without visibility you cannot assess talent or develop it Is your data in “data jail”? Who holds the keys? The big data sets for filling leadership gaps are: What is the highest • HRMS data priority data to gain • Succession data better visibility? • Learning / competency data • Performance data Page 21 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 23. Polling Question #2 ■ How many separate HCM-related systems are you currently using? ■ None (100% manual!) ■ One ■ Two ■ Three ■ Four ■ Five ■ Six or more Page 22 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 24. Example: Learning, Succession, Core SUCCESSION CORE LEARNING PLANNING INFORMATION INFORMATION INFORMATION Employee Succession Learning Profile Plan(s) Activities Performance Potential Development Information Ratings Plans 9-box Competency Job Profiles information Data Page 23 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 25. Example – Succession & Talent Management Global employee record provides Integrated Workforce Analytics complete information to improve the quality of succession decisions Single Global Employee Hiring integration provides Record visibility to drive effective staffing decisions to fill key Key competency leadership positions information provides for Integration Hiring more accurate comparison Competency among successors Data Integration Linking development planning improves leadership training effectiveness Succession Integrated Integrated Performance Planning Development Assessments Planning Easily Identify high performers and put them into succession pools Integrated Integrated Career Learning Better align & improve training Planning Paths effectiveness for the best talent Improve overall employee engagement and development effectiveness Page 24 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 26. Tip: Have Analytics That Are Easily Accessible Organizations are starting to Questions track cross-organization analytics What is the question you Lets you define current are answering by building benchmark & success metrics a report or dashboard? Lets each part of organization see the bigger picture What decisions or actions do you hope to take based on data analysis findings Creates executive visibility and recommendations? Drives consistently better Has this been done before? business and talent planning Page 25 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 27. Executives Need to Receive Reports! Executive Team / CEO are the only groups correlated to High Market Performance Q: Who receives the workforce metrics reports? (Select all that apply) Page 26 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 28. Example: Key Performance Indicators (KPIs) Talent Development • Overall talent retention • Number of training rate hours per employee per • Number of senior year positions and the depth • Average training cost of bench strength per employee • Average tenure of new • Training penetration rate hires • Average class size • Turnover among high • Average score per performers employee Page 27 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 29. Ubiquitous Access to Analytics Robust Mobile/iPad Support Single data warehouse Pre-built KPI’s to track leadership metrics Provide overview and drill-down capabilities Both diagnostic (“rear- view”) and predictive Access on multiple platforms Page 28 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 30. Agenda How Integrated Talent Management can power success How to use talent analytics to drive better leadership assessments How Successful Companies Assess Their future leaders Quick Tips for Using Talent Management Technology Page 29 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 31. Example: Google – Project Oxygen* ■ The Mission: To build better bosses ■ The Challenge: Terrible boss = top three reason for turnover ■ The Outcome: 8 habits of highly effective managers ■ The Result: improvement in manager quality Career Development Clear Vision & Strategy Coaching “Google’s Quest to Build a Better Boss” New York Times, March 12th, 2011 Page 30 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 32. Google Project Oxygen Outcomes ■ Eight Good Behaviors 1. Be a good coach 2. Empower your team and don’t micro manage 3. Express interest in team members success and personal well being 4. Don’t be a sissy: Be productive and results oriented 5. Be a good communicator and listen to your team 6. Help your employees with career development 7. Have a clear vision and strategy for the team 8. Have key technical skills so you can advise them ■ Three Pitfalls of Managers 1. Have trouble making a transition to the team 2. Lack a consistent approach to performance management and career development 3. Spend too little time managing and communicating “Google’s Quest to Build a Better Boss” New York Times, March 12th, 2011 Page 31 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 33. How to Develop Strong Enterprise Leaders Early in their careers give potential leaders … • Experience on cross functional projects and responsibility for them When their leadership promise becomes evident, give high potentials … • A position on a senior management team Sometime just before their first enterprise promotion, send rising stars … • To address capabilities they will need at an enterprise management level At the time of their first enterprise-level promotion, place new enterprise leaders in new units that are … • Small, distinct and thriving with a team they can learn from “How Managers Become Strong Leaders”, Michael D. Watkins, Harvard Business Review, June 2012 Page 32 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 34. Agenda How Integrated Talent Management can power success How to use talent analytics to drive better leadership assessments How Successful Companies Assess Their future leaders Quick Tips for Using Talent Management Technology Page 33 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 35. Tip: Start where you will get the biggest result – Often That’s Performance Questions Several studies say generally Performance integration gives the greatest result Do you have an agreed upon performance process? Try to keep the process simple and straight forward Does it include leadership skills / competencies? Gives a measurement tool for leadership assessments What data do we need to execute our plan? Page 34 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 36. Where do you start? Which processes do High Performing Organizations include? Source: Kevin Oakes, i4CP 2011 Page 35 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 37. Where do you start? Which processes do High Performing Organizations include? Source: Kevin Oakes, i4CP 2011 Page 36 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 38. Tip: Have an Integrated Process for Leadership Development Many organizations still have one-off or Questions silo’d processes Can you see development Studies referenced have shown information from succession? integrated processes have better overall results For integrated leadership development What are the key cross- look at connecting Succession and process tasks you would Learning like to be able to do? This is where integrated data will help What data do we need to execute our plan? Page 37 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 39. Example of Succession & Learning Succession Planning Learning Programs Page 38 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 40. Example: Where Technology Helps Choose Learning Directly Enroll Create Them Succession Pools Activities Powerful interactive Look at tools can let competency you see / pick Automatically gaps and other enroll people in from among all information & your courses as well then choose as track their employees from course progress / catalog success in courses Page 39 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 41. View Detailed Successor Comparisons ■ Compare & Rank Potential Successors ■ View employee record information ■ See performance information ■ View nine-box information Page 40 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 42. Multiple Tools for Successor Development • Competency gap analysis can be performed against current or future positions • Integrated list of learning and development suggested resources Page 41 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 43. Tip: Drive Succession Planning Deeper Into the Organization Questions Most businesses only have succession planning at the What are the key feeder executive level positions you want to track bench-strength against? Top performing organizations have succession planning down several layers into the organization How many levels down can you see into your organization? Integrate career development into the organization Do you have development plans for key positions? Page 42 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 44. Polling Question #3 ■ To what extent have you automated your succession management? ■ It’s 100% manual with no solid plans yet for automation ■ 100% manual with plans to automate within the next 2 years ■ Automated, for top level of executives only ■ Automated, for more than the top level of executives but not every management level ■ Automated for all management levels Page 43 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 45. Value of Deeper Succession Planning • Visibility • Knowledge Gives you a stronger Better visibility understanding of into the where your talent organization strengths & weaknesses are Retain and Anticipate your Engage “Talent Gap” Improves Lets you employee maintain a strong engagement by bench of “feeder” touching more of positions for key the organization leadership roles • Business • Bench Results Strength Page 44 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 46. Long Lasting Customer Relationships Broader Offerings, Improved Operations, High Customer Retention SumTotal Worldwide Leader in Strategic HCM Market Share (users) 3,500+ Customers Over 45+ Million End-Users Leader in SMB, Mid-Market & Enterprise Solutions Global Scalability Page 45 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL March 5th, 2012
  • 47. SumTotal Strategic HCM Solution Empowering Customers to Become Stronger Strategic Business Partners ■ Providing Actionable Insight ■ Enabling End-to-End Integrated Business Processes ■ Driving Productive, Pervasive Access ■ Improving Time-to-Value and Reducing Cost of Ownership ■ Enabling collaborative solution development community Page 46 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 48. Most Advanced - Recognized as Leader by Analysts 6+ Years in the Leader’s Quadrant (Gartner CLS MQ) “SumTotal has established itself as the market share and mind share leader …” 2+ Years Rated “Visionary” (Gartner EPM MQ) “…well suited for global organizations … seeking best-in-class functionality” Global Market Share Leader for Learning (Bersin 2013 LMS Systems Guide) “Highly configurable” … “Market leading Learning Management” … ”best-suited to large, global organizations.” 2+ Years Rated Highest Overall (Ventana Total Compensation) “The top ranked supplier based on the weighted factoring of five product and two customer assurance categories …” 4 + Years in the Leaders Section (Forrester Wave LM) “Forrester Wave for Enterprise Learning Suites” Leader in Every Section of Forrester Wave (2011 Forrester TM) “...among the leaders for integrated performance & compensation solutions” Highest Rated Overall (AMR Strategic HCM) “...the broadest and most mature application suite in the strategic HCM specialist space” Page 47 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 49. Summary Integrated Talent Management has a proven positive impact on top and bottom line results Integrated talent analytics drives better decision making Technology helps but people and process are key Start by looking at integrated performance, then leadership development and succession planning Page 48 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 50. Questions & Answers Visit us at www.sumtotalsystems.com and through these social channels: @SumtotalSystems http://www.linkedin.com/groups?home=&gid=45382 http://www.facebook.com/SumTotal.Systems Page 49 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 51. Free Talent Management Resources Visit us at www.sumtotalsystems.com Customer Case Studies ■ Alfa Case Study - Manufacturing & Automotive ■ Lifetouch Case Study – Services ■ Sodexo Case Study - Services Whitepapers ■ 10 Things HR Can Do to Help Align an Organization’s Goals ■ HR Field Guide: 5 Tips To Effective Performance Management ■ 10 Things a Performance Management System Can Do for You ■ Retaining Talent with Compensation Management: Trends in Employee Compensation Page 50 - December 6, 2012 – PROPRIETARY AND CONFIDENTIAL
  • 52. Join Our Next TM Webinar ‘YouTube-like’ Solution for Learning Tuesday, December 11, 2012 • TM Webinars start at 2 p.m. Eastern / 11 a.m. Pacific Register for upcoming TM Webinars at www.talentmgt.com/events Join the Talent Management magazine Network http://network.talentmgt.com/ #TMwebinar