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Succession Planning Eye Care Centers of America September 2007
Associate Makeup Talent Skills, abilities, competencies, experiences and education Passion Interests, preferences, values, and needs Organization Company values, performance standards, job duties, and organizational structure September 2007
Good Soldier September 2007
Eager Beaver September 2007
Boat Rocker September 2007
Goal September 2007
Skill Types Technical Tells what is done on the job Specific knowledge or skill learned on the job or through training Behavioral Tells how a job is done Specific experiences learned through life experiences – habits or behaviors  September 2007
Position Responsibilities September 2007 Training and Development Technical AND Behavioral
Skill Identification September 2007 Technical Behavioral
Strengths/Opportunities September 2007 Strengths Opportunities Plan of Action
Associate Disclosure September 2007
Supervisor Recommendation September 2007
Staff Development Files September 2007
Chuck’s Form September 2007
Communicating It’s appropriate to discuss development steps Not a guarantee of promotion There is no “next” _________ Remind associate goals must be achieved before promotion September 2007
Past Turnover = Projected Needs September 2007 Termed Counts and Percentage Voluntary Involuntary Total Count Voluntary % Involuntary % Total % Average Active General Managers 2 1 3 11.8  5.9  17.7  16.9  Lab Hourly F/T 5 1 6 88.6  17.7  106.3  5.6  Lab Hourly P/T 13 0 13 74.8  0.0  74.8  17.4  Lab Managers 9 0 9 57.9  0.0  57.9  15.6  Retail Hourly F/T 14 4 18 50.0  14.3  64.3  28.0  Retail Hourly P/T 38 6 44 67.6  10.7  78.3  56.2  Retail Managers 2 0 2 23.9  0.0  23.9  8.4  Territory 713 Totals 83 12 95 56.1  8.1  64.2  148.0
Promotion Path September 2007 EWS Third Key Opt Tech Lab  Tech J-man App Lab Lead Tech Opt Cdr Lab Mgr Retail Mgr Gen Mgr
Promotion Beyond Store September 2007 GM AM Lab Mgr Retail Mgr TD Spec Lab Ops Mgr Dept Sup DC Dept Mgr Bus Ana Dept Dir SVP VP
Development Report September 2007
Questions  or  Comments September 2007

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Succession Planning Sept 2007

Editor's Notes

  1. Emphasize: Succession planning involves selecting individuals to prepare for promotion. Some skills can be taught. Others are learned in life. The trick is to pick individuals with the right skills and train them so they are ready when needed.
  2. Emphasize: Associates are made up of many components Talent – Behavioral skills – things which life teaches you Ask for examples What does a management position require Technical skills – things which can be taught at work Ask for examples What does a management position require Interests – Things we want to do, feel excited by, need or want Ask for examples What does a management position require Organizational fit- Big company vs. small company Processes vs. independence Ask for examples What does ECCA need
  3. Emphasize: This employee has the skills to do the job and works well in the system BUT doesn’t like doing the job How would you identify this employee How would you manage him/her Would you want to promote him/her What development options would you suggest Passions are probably not something a manager can impact. The trick is to find them a job which they are passionate about. This may involve internal moves. There may not be an option at ECCA.
  4. Emphasize: This employee likes the job and is a good organizational fit BUT hasn’t developed the skills to do the job How would you identify this employee How would you manage him/her Think behavioral vs. technical skills Would you want to promote (hire) him/her What development options would you suggest This employee may require technical training, which is easy to apply. However, behavioral training may take longer to impact. Working with your HR Manager to identify areas where development is needed and implement required training
  5. Emphasize: This employee has the skills and talent to do the job But does not work well within the system How would you identify this employee Is this necessarily a bad thing How would you manage him/her Would you want to promote (hire) him/her What development options would you suggest Not being an organizational fit may not be a bad thing as new ideas or different ways of doing things may result. The goal is to manage behaviors to ensure the person makes changes in a positive way.
  6. Emphasize: Goal is to develop employees so they are a good fit This requires identification of developmental areas and application of training and development process
  7. Emphasize: It’s important to note technical skills can be trained at ECCA We don’t need optical experience to be successful Much harder to develop behavioral skills How would you develop these How would you emulate life experiences Behavioral skills may be developed through observation and feedback. At times, managing the behavior is more about managing the perception. This means determining what good behavior looks like.
  8. Emphasize: The goal is to identify developmental areas and implement training. We should use future position responsibilities as gauge for required skills, not current position. Managers often make the mistake of promoting the best EWS to Third Key instead of promoting the person who has skills needed to be successful in the position. Think about the skills needed to sell – what are they? Think about the skills needed to lead others – are they the same? Application of the process means we need to determine skills needed in the next level and provide training which allows the associate to gain needed skills.
  9. Emphasize: Process starts by identifying skills needed for each position After the presentation, an exercise that does this will be performed The goal is to use experience & job descriptions to identify skills needed for success
  10. Emphasize: Review employee strengths and opportunities in terms of skills required for the future position Identify skill gap for each employee and develop plan of action to address
  11. Emphasize: Development tracking as part of review process Forms are to be filled out by employee to indentify goals and mobility These are kept in the employee file
  12. Emphasize: Supervisors then tell us if employee is ready for next move on review form This is tracked in ECCA’s HRIS system
  13. Emphasize: SDFs allow for skill gap identification and development plans Plans of action are required
  14. Emphasize: Goal is to evaluate all associates This allows for objective review of qualifications and requires plan of action
  15. Emphasize: It’s good to talk to associates about their development and goals Talk to your team about development, just don’t promise anything Talk about skill development and preparation
  16. Emphasize: Turnover is a good guide to tell you how many people you’ll need to develop for next positions The goal is to use a mix of internal and external hires for non-entry level positions This means people need to be identified and prepared through training when opening occur
  17. Emphasize: Use promotion path options to get individuals ready for the next level Lateral moves are just as effective at keeping employees engaged as promotions It also helps us identify skills
  18. Emphasize: Use promotion path options to get individuals ready for more Lateral moves are just as effective at keeping employees engaged as promotions
  19. Emphasize: Report generated by HRIS Can be provided to your TD
  20. Exercise: Break into groups of 3 to 5, discuss each job title and use the forms to develop a list of skills needed for each title using form provided. After the group has developed the skills needed for each job – think about your current store associates and identify which associates you believe may be promotable. Then using the second form to identify areas in which they need to improve – both technical and behavior skills. This will then become your “road map” to create a developmental plan.