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The Logic of Talent Management
    – And How to Accomplish It



              Julie Radlin
              March 25, 2010
Agenda


About Green Shield Canada

Talent Management Defined

            Step 1 - Focus

     Step 2 - Functionality

           Step 3 - Vitality

         Measuring Impact

                  Wrap Up
Who We Are




•   Founded in 1957 - Pioneer
•   Specialist in health & dental
    claims administration
•   Annual revenue $1.2 Billion
•   Servicing over 1.3 million
    Canadians
•   18 million claims processed
•   475 employees
•   Leadership priority
•   Employer of choice
•   Social responsibility
Talent Management Defined
                                 A. Jackson
                                 C. Thomas
              J. Damon                               M. Ordonez
                                 R. Raburn
              R. Raburn                              C. Thomas
                                 D. Kelly
              C. Guillen                             R. Raburn
              C. Thomas                              D. Kelly
              W. Ramirez                             W. Ramirez

                   A. Everett
                   R. Santiago           S. Sizemore
                   B. Dlugach            R. Santiago                Bullpen – 11 players
                                         B. Dlugach                 DH – 3 players

                                 J. Verlander
                                 R. Porcello
                                 M. Scherzer
              B. Inge            J. Bonderman
              D. Kelly           A. Galarraga          M. Cabrera
              J. Larish          E. Bonine             C. Guillen
              R. Santiago        N. Robertson          D. Kelly
                                 D. Willis

                                          G. Laird
                                          A. Avila
Depth Chart                               R. Diaz
Why Talent Management?
-businesses are humans!
-the talent shortage is real
-GenY talent are less likely to be
Managers
-strong leadership is essential
-ROI to nurture internal talent
-peak performance of talent is
required for peak performance of a
business! Do it…your success depends on it!
Talent Management Defined


Right employees.
Right positions.
Right time.
Right performance.
Talent Management Defined

B                                               B
U                                               U
S                 H.R. PLANNING                 S
I                                               I
N                                               N
E     TOTAL                       RECRUITMENT
     REWARDS                                    E
S                                               S
S                   TALENT                      S
                  MANAGEMENT
S                                               R
T   PERFORMANCE                    EMPLOYEE     E
R   MANAGEMENT                    DEVELOPMENT
                                                S
A                                               U
T                 SUCCESSION
                                                L
                   PLANNING
E                                               T
G                                               S
Y
Step 1 - Focus
                        “concentrated effort or attention”




Focus on “A” Positions
   -positions that are essential to achieve
   or sustain strategic business objectives
Step 1 - Focus
                                                                                      “concentrated effort or attention”
                                                   A B or C Position - Finance
Questions?
5 - High Impact
                                                                                         Regulatory and
4 - Medium/High Impact                       Vice President,                  Cost                        Supervisor,
                                                               Controller                    Audit
3 - Medium Impact                               Finance                     Specialist                     Finance
                                                                                           Specialist
2 - Low/Medium Impact
1 - Low Impact


What is the impact of this position with
respect to Company strategy:


 A) Revenue Growth                                 4               3             2             4              2
 B) Innovation                                     4               3             2             3              2
 C) Customer Service                               5               3             2             5              3

What is the impact of this position to
influence key stakeholders?
                                                   5               3             1             5              2



What is the impact if this position was
vacant for an extended time or filled by           5               3             3             4              2
the wrong person?


What is the risk that the required
competencies are difficult to recruit /            4               3             1             5              1
find?

What is the level of variability in
performance in this position? (5 - High; 1         5               4             2             5              2
- Low)


Overall, how would you rate this
position with respect to organization              5               3             1             4              1
impact?

TOTAL POINTS                                       37             25             14           35              15
 A = 31 to 40 points                               A               B             C             A              C
 B = 21 to 30 points

 C = up to 20 points
Step 1 - Focus
                        “concentrated effort or attention”




Focus on “A” Positions
   -positions that are known to be created
   or vacated in the upcoming two years
Step 1 - Focus
                                             “concentrated effort or attention”


                             V.P., Finance




                        Regulatory & Audit           Supervisor,
Controller                 Specialist                 Finance




  Cost Specialist                                       Jr. Accountant




                                                        A/P & A/R Clerk
             Succession
             Plan Required
Step 2 - Functionality
                     “serving a purpose well”


Taking Action
   -best practices in recruitment
   and selection
   -organization design and role
   “tweaking” (start? stop? continue?)
   -investment in training and
   development (individual or team)
   -mentoring and coaching for
   performance and succession
   Remember – focus on “A” Positions
Step 2 - Functionality
                                   “serving a purpose well”




Succession Planning Evaluation
   -strategy
   -tactics
   -execution
   -operations
   -leadership
   Ratings include: Strong (S); Potential (P);
   Development Required (DR); and Weak (W)
Step 3 - Vitality
          “the capacity to survive and grow”


Role of the HR Leader
   -be a “business Leader with
   HR expertise”
   -prioritize talent
   management projects based
   on value to the business
   -be proactive and
   demonstrate excellent
   project management skills
   -measure and communicate
   results/impact
Measuring Impact

Questions to ask
   -what business/department metrics
   exist for that position?
   -how is performance in that position
   assessed as part of performance
   management processes?
      # invoices processed/month; # complaints
      resolved in 24 hrs (%); # calls/hr.; systems
      up-time (%); % accuracy; # on-boarding
      training hours
   -is there positive impact that is less
   tangible
      employee engagement, leadership “bench
      strength”, participation in team meetings
   -readiness/business capability
Wrap Up


„411‟ not „911‟
Wrap Up

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Talent management

  • 1. The Logic of Talent Management – And How to Accomplish It Julie Radlin March 25, 2010
  • 2. Agenda About Green Shield Canada Talent Management Defined Step 1 - Focus Step 2 - Functionality Step 3 - Vitality Measuring Impact Wrap Up
  • 3. Who We Are • Founded in 1957 - Pioneer • Specialist in health & dental claims administration • Annual revenue $1.2 Billion • Servicing over 1.3 million Canadians • 18 million claims processed • 475 employees • Leadership priority • Employer of choice • Social responsibility
  • 4. Talent Management Defined A. Jackson C. Thomas J. Damon M. Ordonez R. Raburn R. Raburn C. Thomas D. Kelly C. Guillen R. Raburn C. Thomas D. Kelly W. Ramirez W. Ramirez A. Everett R. Santiago S. Sizemore B. Dlugach R. Santiago Bullpen – 11 players B. Dlugach DH – 3 players J. Verlander R. Porcello M. Scherzer B. Inge J. Bonderman D. Kelly A. Galarraga M. Cabrera J. Larish E. Bonine C. Guillen R. Santiago N. Robertson D. Kelly D. Willis G. Laird A. Avila Depth Chart R. Diaz
  • 5. Why Talent Management? -businesses are humans! -the talent shortage is real -GenY talent are less likely to be Managers -strong leadership is essential -ROI to nurture internal talent -peak performance of talent is required for peak performance of a business! Do it…your success depends on it!
  • 6. Talent Management Defined Right employees. Right positions. Right time. Right performance.
  • 7. Talent Management Defined B B U U S H.R. PLANNING S I I N N E TOTAL RECRUITMENT REWARDS E S S S TALENT S MANAGEMENT S R T PERFORMANCE EMPLOYEE E R MANAGEMENT DEVELOPMENT S A U T SUCCESSION L PLANNING E T G S Y
  • 8. Step 1 - Focus “concentrated effort or attention” Focus on “A” Positions -positions that are essential to achieve or sustain strategic business objectives
  • 9. Step 1 - Focus “concentrated effort or attention” A B or C Position - Finance Questions? 5 - High Impact Regulatory and 4 - Medium/High Impact Vice President, Cost Supervisor, Controller Audit 3 - Medium Impact Finance Specialist Finance Specialist 2 - Low/Medium Impact 1 - Low Impact What is the impact of this position with respect to Company strategy: A) Revenue Growth 4 3 2 4 2 B) Innovation 4 3 2 3 2 C) Customer Service 5 3 2 5 3 What is the impact of this position to influence key stakeholders? 5 3 1 5 2 What is the impact if this position was vacant for an extended time or filled by 5 3 3 4 2 the wrong person? What is the risk that the required competencies are difficult to recruit / 4 3 1 5 1 find? What is the level of variability in performance in this position? (5 - High; 1 5 4 2 5 2 - Low) Overall, how would you rate this position with respect to organization 5 3 1 4 1 impact? TOTAL POINTS 37 25 14 35 15 A = 31 to 40 points A B C A C B = 21 to 30 points C = up to 20 points
  • 10. Step 1 - Focus “concentrated effort or attention” Focus on “A” Positions -positions that are known to be created or vacated in the upcoming two years
  • 11. Step 1 - Focus “concentrated effort or attention” V.P., Finance Regulatory & Audit Supervisor, Controller Specialist Finance Cost Specialist Jr. Accountant A/P & A/R Clerk Succession Plan Required
  • 12. Step 2 - Functionality “serving a purpose well” Taking Action -best practices in recruitment and selection -organization design and role “tweaking” (start? stop? continue?) -investment in training and development (individual or team) -mentoring and coaching for performance and succession Remember – focus on “A” Positions
  • 13. Step 2 - Functionality “serving a purpose well” Succession Planning Evaluation -strategy -tactics -execution -operations -leadership Ratings include: Strong (S); Potential (P); Development Required (DR); and Weak (W)
  • 14. Step 3 - Vitality “the capacity to survive and grow” Role of the HR Leader -be a “business Leader with HR expertise” -prioritize talent management projects based on value to the business -be proactive and demonstrate excellent project management skills -measure and communicate results/impact
  • 15. Measuring Impact Questions to ask -what business/department metrics exist for that position? -how is performance in that position assessed as part of performance management processes? # invoices processed/month; # complaints resolved in 24 hrs (%); # calls/hr.; systems up-time (%); % accuracy; # on-boarding training hours -is there positive impact that is less tangible employee engagement, leadership “bench strength”, participation in team meetings -readiness/business capability