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Putting the Strategic in Strategic Business Partner 
Page 1 © 2014 Visier™
Page 2 
WORKFORCE ANALYTICS AND PLANNING. 
SMART. INTUITIVE. COMPLETE.
Page 3 
Dave Weisbeck, Chief Strategy Officer, Visier 
Dave Weisbeck leads the overall solutions success and 
strategy at Visier. Prior to joining Visier, Dave spent over 
18 years in the information management and analytics 
industry, which included time spent helping to build 
Crystal Decisions and Business Objects products and 
product strategy. Most recently Dave was the senior vice 
president and general manager responsible for Business 
Intelligence, Enterprise Information Management and 
Data Warehousing at SAP. 
PRESENTER
P4age 4 
Historically, many within the HR profession have 
lamented the lack of respect and acknowledgment for the 
services they provide. Now opportunity is banging at the 
door of every HR function to reverse that situation. The 
need to be more strategic and business-linked is 
evident.” 
J. Robinson, and D. Robinson, Strategic Business Partner: A Critical Role for 
Human Resource Professionals. 
“
Page 5 
ULRICH MODEL 
5 
Process 
Administrative Expert 
OperationalStrategic 
People 
Strategic Partner 
Employee ChampionChange Agent 
Source: Ulrich (1997), Human Resource Champions
Page 6 
ARE WE THERE YET? 
6 
Source: Hay Group, Next generation HR, Connecting strategy, people and work
Page 7 
TODAY’S AGENDA 
! The Three Where’s?: 
- Where From 
- Where Now 
- Where To 
! What is a Strategic Business Partner 
! Practical Steps to Become A Better Strategic 
Partner 
§ Connecting to the Business 
§ Analytics as a Catalyst 
§ Planning as an Enabler
Page 8 
Where From 
Where Now 
Where To
Page 9 
WHAT IS DRIVING THE CHANGE? 
! Increased complexity of the workplace 
§ 24/7 business, global competition, fading time/place 
boundaries, risk and compliance 
! Increased complexity of the workforce 
§ Offshoring, global mobility, contingent workers, 
generational divides, war for talent 
! New technologies 
§ Social media, smart phones, Cloud, always-on 
! Cost pressures 
§ Every function must justify itself with ROI 
9
Increasing Value 
Page 10 
EVOLUTION OF HR 
10 
Cost Containment 
Managing 
Staff 
Compliance 
Workers 
Compensation 
Compensation 
Staffing 
Training 
Payroll 
Workforce 
Planning 
Talent Analytics 
NOW 
laggingleading 
Leadership 
Development 
Talent Acquisition 
Managing Talent 
Performance 
Management 
Organizational 
Design 
Employee Relations 
Administration 
Human Resource 
Effective Organizations
P1a1ge 11
P1a2ge 12
Page 13 
What is a Strategic 
Business Partner?
Page 14 
WHAT DOES IT MEAN TO BE 
STRATEGIC? 
14
Page 15 
COMPETENCIES OF BEING STRATEGIC 
1. Know the Goal 
§ Always act with the end in mind. Purposeful. With intent. 
2. Big Picture View 
§ Mental model of the end-to-end system. Past, present, 
future. 
3. Think Divergently 
§ Consider the alternative path. Look outside current 
boundaries. Be open. Ask “What if?” 
4. Think Critically 
§ Break things down to root causes. Analyze. Inspect. 
5. Align 
§ Seek convergence, not consensus.
Page 16 
BEING STRATEGIC IS… 
…the focus that allows individuals within an 
organization to marshal and leverage their energy, 
to focus attention, to resist distraction, and to 
concentrate for as long as it takes to achieve a 
goal.” 
Jeanne Liedtka, “Linking Strategic Thinking with Strategic Planning” 
“
Page 17 
STRATEGIC BUSINESS PARTNER 
Organizational development 
§ What are the group dynamics? 
§ What culture and beliefs 
impact decisions and change? 
§ Organization design – system 
thinking 
§ How do we remove friction or 
conflict? 
Partnering 
§ Coaching 
§ Consulting – 2-way 
conversation 
§ Be willing to challenge – have 
a point of view 
§ How do I build relationships 
and collaborate? 
Relationships 
Human Resource Expertise 
§ Talent Management 
§ Recruiting 
§ Compensation 
§ What processes and 
technology improve efficiency? 
§ What are the people goals and 
measures of success? 
Business Expertise 
§ Who is the customer? What 
problem do you solve for 
them? 
§ Who is the competition? How 
do you compare? 
§ What are the business goals 
and measures of success? 
Expertise 
Adopted 
from 
Rothwell 
& 
Budscooter 
(Ed.), 
2012. 
The 
Encyclopedia 
of 
Human 
Resource 
Management
Page 18
Page 19 
Practical Steps to Become 
A Better Strategic Partner
Page 20 
3 WAYS TO BECOME MORE STRATEGIC 
BUSINESS PARTNER 
How to: 
1. Understand the Business 
2. Improve your Big Picture Understanding and Be 
a Better Critical Thinker 
3. Get Convergence and Alignment 
20
Page 21 
1. UNDERSTAND THE BUSINESS 
How do people impact the 
success of the business strategy? 
21 
The fundamental question to answer is:
Page 22 
1. UNDERSTAND THE BUSINESS 
What is the business strategy? 
1. Who is the company’s core customer? 
2. What problems do your products/services 
solve for them? 
3. Who is the competition? 
4. Where does the organization stand in 
relation to the competition and customer? 
22 
The purpose of business is to create and keep a customer.” 
- Peter Drucker 
“
Page 23 
1. UNDERSTAND THE BUSINESS 
1. Who is the company’s core customer? 
2. What problems do your products/services solve for them? 
3. Who is the competition? 
4. Where does the organization stand in relation to the competition 
and customer? 
§ Ask Sales, Marketing, Product Management, and/or 
Customer Support. 
§ Establish relationships with people who deal with 
customers on a regular basis, and stay up to date. 
§ Get out of the office. Visit a store or plant. Join a call. 
23
P2a4ge 24 
Once you understand the customer, then 
make the connection: 
How do people impact the 
success of the business strategy? 
§ Increase customer satisfaction? 
§ Drive innovation? 
§ Achieve execution excellence, and process efficiencies? 
§ Bring regional expertise and knowledge?
Page 25 
2. BIG PICTURE, THINKING CRITICALLY 
Big Picture View 
§ Mental model of the end-to-end system. Past, present, 
future. 
Think Critically 
§ Break things down to root causes. Analyze. Inspect. 
The goal is to understand connections. What will the 
impact be to a change? 
The secret: analytics! 
25
Page 26 
2. IMPROVE YOUR BIG PICTURE 
UNDERSTANDING 
REPORTS 
! Measure single data points 
! Provide information – the what 
! Guide operations 
! State past and present 
! Tabular outputs of counts and 
rates 
ANALYTICS 
! Connect multiple data points 
! Provide insights – the why 
! Drive strategy 
! State past, present, and 
predict the future 
! Visual outputs of patterns and 
trends
Page 27 
TALENT RETENTION 
“Voluntary Resignations 
are at a 5-year high.” 
Bureau 
of 
Labor 
StaGsGcs 
Job 
Openings 
and 
Labor 
Turnover 
Survey 
October 
2013
Common approaches: 
! Turnover rate 
! Turnover by 
organization 
! Voluntary turnover 
Page 28 
BREAKING AWAY FROM REPORTS 
We need to find the connections: 
! Understand: what is the real situation? Do we have a problem? 
! Hypothesize: what factors do we believe are impacting resignations? 
! Test: is there a relationship? Yes, then understand…
Page 29 
UNDERSTAND 
29
Page 30 
HYPOTHESIZE 
30
Page 31 
TEST - IS IT COMPENSATION? 
31
Page 32 
TEST – IS IT CAREER DEVELOPMENT? 
32
Page 33 
WHY THEN? 
33
Page 34 
3. GET CONVERGENCE AND ALIGNMENT 
Align 
§ Seek convergence, not consensus. 
! The goal is to make decisions and actions 
happen. Own the process for decisions. 
! The secret: Planning 
34
Page 35 
WORKFORCE ANALYTICS AND PLANNING
Page 36 
THE PURPOSE OF WORKFORCE PLANNING 
The purpose of workforce 
planning is to allocate the right 
people to the right position at 
the right time. 
The activity of workforce 
planning is therefore the set of 
choices about where to 
allocate people and how to be 
able to measure the effect of 
those choices.
Page 37 
BAD PLANNING 
37 
GOOD PLANNING
P3a8ge 38
P3a9ge 39
Page 40 
RE-CAP 
! Practice thinking and acting strategically 
§ End in mind, big picture, divergent, critically, aligning 
! You must own the connection of how people impact 
the business strategy 
§ Understand the customer and competition to understand 
the business 
! Use Analytics to be a great big-picture, critical 
thinker 
§ Understand, hypothesize, test, repeat 
! Use Planning to own the process to decisions and 
action 
§ Collaborative, regular, consistent
Page 41 
For more information… 
www.visier.com

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Putting the "Strategic" in Strategic Business Partner

  • 1. Putting the Strategic in Strategic Business Partner Page 1 © 2014 Visier™
  • 2. Page 2 WORKFORCE ANALYTICS AND PLANNING. SMART. INTUITIVE. COMPLETE.
  • 3. Page 3 Dave Weisbeck, Chief Strategy Officer, Visier Dave Weisbeck leads the overall solutions success and strategy at Visier. Prior to joining Visier, Dave spent over 18 years in the information management and analytics industry, which included time spent helping to build Crystal Decisions and Business Objects products and product strategy. Most recently Dave was the senior vice president and general manager responsible for Business Intelligence, Enterprise Information Management and Data Warehousing at SAP. PRESENTER
  • 4. P4age 4 Historically, many within the HR profession have lamented the lack of respect and acknowledgment for the services they provide. Now opportunity is banging at the door of every HR function to reverse that situation. The need to be more strategic and business-linked is evident.” J. Robinson, and D. Robinson, Strategic Business Partner: A Critical Role for Human Resource Professionals. “
  • 5. Page 5 ULRICH MODEL 5 Process Administrative Expert OperationalStrategic People Strategic Partner Employee ChampionChange Agent Source: Ulrich (1997), Human Resource Champions
  • 6. Page 6 ARE WE THERE YET? 6 Source: Hay Group, Next generation HR, Connecting strategy, people and work
  • 7. Page 7 TODAY’S AGENDA ! The Three Where’s?: - Where From - Where Now - Where To ! What is a Strategic Business Partner ! Practical Steps to Become A Better Strategic Partner § Connecting to the Business § Analytics as a Catalyst § Planning as an Enabler
  • 8. Page 8 Where From Where Now Where To
  • 9. Page 9 WHAT IS DRIVING THE CHANGE? ! Increased complexity of the workplace § 24/7 business, global competition, fading time/place boundaries, risk and compliance ! Increased complexity of the workforce § Offshoring, global mobility, contingent workers, generational divides, war for talent ! New technologies § Social media, smart phones, Cloud, always-on ! Cost pressures § Every function must justify itself with ROI 9
  • 10. Increasing Value Page 10 EVOLUTION OF HR 10 Cost Containment Managing Staff Compliance Workers Compensation Compensation Staffing Training Payroll Workforce Planning Talent Analytics NOW laggingleading Leadership Development Talent Acquisition Managing Talent Performance Management Organizational Design Employee Relations Administration Human Resource Effective Organizations
  • 13. Page 13 What is a Strategic Business Partner?
  • 14. Page 14 WHAT DOES IT MEAN TO BE STRATEGIC? 14
  • 15. Page 15 COMPETENCIES OF BEING STRATEGIC 1. Know the Goal § Always act with the end in mind. Purposeful. With intent. 2. Big Picture View § Mental model of the end-to-end system. Past, present, future. 3. Think Divergently § Consider the alternative path. Look outside current boundaries. Be open. Ask “What if?” 4. Think Critically § Break things down to root causes. Analyze. Inspect. 5. Align § Seek convergence, not consensus.
  • 16. Page 16 BEING STRATEGIC IS… …the focus that allows individuals within an organization to marshal and leverage their energy, to focus attention, to resist distraction, and to concentrate for as long as it takes to achieve a goal.” Jeanne Liedtka, “Linking Strategic Thinking with Strategic Planning” “
  • 17. Page 17 STRATEGIC BUSINESS PARTNER Organizational development § What are the group dynamics? § What culture and beliefs impact decisions and change? § Organization design – system thinking § How do we remove friction or conflict? Partnering § Coaching § Consulting – 2-way conversation § Be willing to challenge – have a point of view § How do I build relationships and collaborate? Relationships Human Resource Expertise § Talent Management § Recruiting § Compensation § What processes and technology improve efficiency? § What are the people goals and measures of success? Business Expertise § Who is the customer? What problem do you solve for them? § Who is the competition? How do you compare? § What are the business goals and measures of success? Expertise Adopted from Rothwell & Budscooter (Ed.), 2012. The Encyclopedia of Human Resource Management
  • 19. Page 19 Practical Steps to Become A Better Strategic Partner
  • 20. Page 20 3 WAYS TO BECOME MORE STRATEGIC BUSINESS PARTNER How to: 1. Understand the Business 2. Improve your Big Picture Understanding and Be a Better Critical Thinker 3. Get Convergence and Alignment 20
  • 21. Page 21 1. UNDERSTAND THE BUSINESS How do people impact the success of the business strategy? 21 The fundamental question to answer is:
  • 22. Page 22 1. UNDERSTAND THE BUSINESS What is the business strategy? 1. Who is the company’s core customer? 2. What problems do your products/services solve for them? 3. Who is the competition? 4. Where does the organization stand in relation to the competition and customer? 22 The purpose of business is to create and keep a customer.” - Peter Drucker “
  • 23. Page 23 1. UNDERSTAND THE BUSINESS 1. Who is the company’s core customer? 2. What problems do your products/services solve for them? 3. Who is the competition? 4. Where does the organization stand in relation to the competition and customer? § Ask Sales, Marketing, Product Management, and/or Customer Support. § Establish relationships with people who deal with customers on a regular basis, and stay up to date. § Get out of the office. Visit a store or plant. Join a call. 23
  • 24. P2a4ge 24 Once you understand the customer, then make the connection: How do people impact the success of the business strategy? § Increase customer satisfaction? § Drive innovation? § Achieve execution excellence, and process efficiencies? § Bring regional expertise and knowledge?
  • 25. Page 25 2. BIG PICTURE, THINKING CRITICALLY Big Picture View § Mental model of the end-to-end system. Past, present, future. Think Critically § Break things down to root causes. Analyze. Inspect. The goal is to understand connections. What will the impact be to a change? The secret: analytics! 25
  • 26. Page 26 2. IMPROVE YOUR BIG PICTURE UNDERSTANDING REPORTS ! Measure single data points ! Provide information – the what ! Guide operations ! State past and present ! Tabular outputs of counts and rates ANALYTICS ! Connect multiple data points ! Provide insights – the why ! Drive strategy ! State past, present, and predict the future ! Visual outputs of patterns and trends
  • 27. Page 27 TALENT RETENTION “Voluntary Resignations are at a 5-year high.” Bureau of Labor StaGsGcs Job Openings and Labor Turnover Survey October 2013
  • 28. Common approaches: ! Turnover rate ! Turnover by organization ! Voluntary turnover Page 28 BREAKING AWAY FROM REPORTS We need to find the connections: ! Understand: what is the real situation? Do we have a problem? ! Hypothesize: what factors do we believe are impacting resignations? ! Test: is there a relationship? Yes, then understand…
  • 31. Page 31 TEST - IS IT COMPENSATION? 31
  • 32. Page 32 TEST – IS IT CAREER DEVELOPMENT? 32
  • 33. Page 33 WHY THEN? 33
  • 34. Page 34 3. GET CONVERGENCE AND ALIGNMENT Align § Seek convergence, not consensus. ! The goal is to make decisions and actions happen. Own the process for decisions. ! The secret: Planning 34
  • 35. Page 35 WORKFORCE ANALYTICS AND PLANNING
  • 36. Page 36 THE PURPOSE OF WORKFORCE PLANNING The purpose of workforce planning is to allocate the right people to the right position at the right time. The activity of workforce planning is therefore the set of choices about where to allocate people and how to be able to measure the effect of those choices.
  • 37. Page 37 BAD PLANNING 37 GOOD PLANNING
  • 40. Page 40 RE-CAP ! Practice thinking and acting strategically § End in mind, big picture, divergent, critically, aligning ! You must own the connection of how people impact the business strategy § Understand the customer and competition to understand the business ! Use Analytics to be a great big-picture, critical thinker § Understand, hypothesize, test, repeat ! Use Planning to own the process to decisions and action § Collaborative, regular, consistent
  • 41. Page 41 For more information… www.visier.com