1. 10
OUTCOMES
100
75
50
25
0
2012 2013 2014 2015
STRATEGIES FOR
INCREASING
WORKFORCE
DEVELOPMENT
OUTCOMES

2. INVENTORY MANAGEMENT INVENTORY MANAGEMENT
1 WITH PARTICIPANTS WITH JOB ORDERS 2
One of the biggest frustrations we hear among Workforce Development
agencies is a lack of quality, real-time data on their participant population. Similar to the philosophy of managing your participants inventory, you want
We refer to this population as the “Inventory.” to do the same thing with Job Orders. Not all job orders should be treated
the same, and you should use a CRM (Client Relationship Management)
The best way to increase outcomes and serve employers is to have high- system to efficiently manage your job orders, prioritizing those which can
quality, real-time data on your participants, so that you can quickly respond be filled most easily, with the available candidates within your participant
to the human-capital needs of the employer community. inventory.
TRIAGE - The most efficient way to inventory your participants is to use a A-Job orders typically have 3 out of 3 of the top criteria listed below, and B
ranking system, which helps you to identify where specific groups of Orders have 2/3. Use your CRM to triage and rank these job orders so your
participants are at within the Job Readiness spectrum. The following is an staff are prioritizing their efforts on the most fillable positions. Not all
example of how to rank participants. positions should be treated the same.
A-Participants should be immediately referred to employers,
B-Participants should quickly be provided the skills they need to be job
A
ready.
B C
This then leaves your case managers more time to manage intensive
services for the C-Participants, helping them to eventually become A-
Participants.
A B C ✓ Good employer ✓ Good employer
✓ Available skills
✓ Good pay ✓ Good pay ✓ Good pay
✓ Hard Skills ✓ Hard Skills
✓ Soft Skills ✓ Soft Skills ✓ Soft Skills
✓ Job Ready

3. JOB MATCHING PIPELINE
3 MANAGEMENT 4
NEW JOB ORDERS
Using your CRM system to identify candidates that match job orders has
one of the biggest impact on increasing your outcomes. In order to
effectively identify good matches, your participant and job order inventories REFERRED
must be thorough and current. You should make sure you have created PARTICIPANTS
policies and procedures for how staff keep the records current within the
CRM. Once your inventory is up to date, let the Job Matching begin.
INTERVIEWS
SEARCHING
Use a CRM that has several ways to search participants, This ensures that
Workforce Development can drive huge outcome gains using the pipeline
staff can quickly find the most eligible and best qualified participants for
management system. In case studies we’ve seen a 250% increase in
open job orders. You can search via the keyword search bar or find resumes
placement rates.
using the resume database.
Pipeline management allows managers and directors to see how the
organization and different departments as a whole are working.
• Is Business Services bringing in enough job orders?
• Are we getting participants out to interviews and job fairs?
• Are participants doing well in the interview stage, or do they need more
USING DASHBOARDS preparation and coaching?
Use your CRM’s dashboard report feature which enable the system to save
and automate your matching so when participants and job orders are Pipeline management allows WFD agencies to redirect resources to the
updated, you can instantly run a report to see where the matches are. areas of the operations that will have the greatest impact, boosting
outcomes.
Staff and Managers can review dashboards on a weekly basis to monitor
inventory activity and see where there are opportunities to make matches.
This is also helpful across regions where staff may not immediately see
matches.

4. WORKFLOW TEAM
5 AUTOMATION 6
COLLABORATION
Is your agency overwhelmed with a tidal wave of cases? Does your staff
spend time on tasks you suspect could be automated? CRM such as Work How well do your staff collaborate as a
Source built on Salesforce.com features intelligent, highly customizable team? Is there tight alignment between
workflow automation that save your team a ton of time, allowing them to your case management and business
spend less time sending repetitive emails and more on activities that boost services staff?
outcomes. Here are just a few examples of workflow automation you can
use to increase efficiencies and productivity: CHATTER COLLABORATION
Chatter, a Social Collaboration App, is
JOB ORDER NOTIFICATIONS - Every time a new job order is entered into built into WorkSource and is part of the
the system, your case managers can be notified via email, prompting them Salesforce.com platform. This is
to review the inventory of available participants to see who is a match. powerful tool that helps your staff
collaborate with each other more
effectively.
The future of case management and
business services is collaborative.
Instead of having each participant
assigned to a single case manager, now
you can have them assigned to a team
who work together to train and reemploy
STATUS CHANGE ALERTS - Stay on top of open job orders by creating participants.
status change alerts that urge staff to keep moving through the process. An
alert can be emailed to staff when the status is changed from “new” to Chatter also tightly integrates with the
“interviewing” or from “interviewing” to “offer,” triggering them to follow up other features of WorkSource so that
with the employer, facilitate the interview process, or assist with onboarding when you update an employer or
the new employees. participant record, staff who are
“following” the record via chatter can
see the changes in their chatter feed.

5. REGIONAL ACTIVITY
7 COLLABORATION 8
MANAGEMENT
100%
75%
Workforce 50%
Development
Economic
Technical
Development
Colleges
Increasing outcomes requires that management and boards are actively
managing the activity of the various departments and staff. Workforce
Take collaboration further by using social collaboration tools like Chatter to Development agencies which regularly monitor activity numbers are
manage your regional collaboratives. Chatter allows you to create groups consistently more productive and have higher outcomes.
and invite people to join. The great thing is that they don’t have to be using
Salesforce or WorkSource to join a chatter group, and Chatter licenses are DASHBOARDS - Use dashboards to track the individual activity of staff.
100% free, allowing you to really extend the power of the platform. For example, you can create a dashboards report showing the caseloads
of each individual case manager.
REGIONAL COLLABORATIVES
Workforce Development is most effective when all the stakeholders are BUSINESS SERVICES - Dashboards are a great way to track productivity
involved and in sync. Using social collaboration to connect all of the of the business services team. Business Services reps tend to be highly
participants in a secure, cloud based and completely mobile platform will competitive, so a great strategy is to create a “new job orders for the week”
allow you to speed up decision making and information sharing. dashboard, rank each business services rep and make it public to the
team.
EXAMPLE - Economic Development is working with a manufacturing
business expanding their facilities and needs to hire twenty new workers in This will spark the competitive nature of your teams and they will work to
6 months. Using Chatter and Groups, EDOs can share this information with be at the top of the report every week.
WFD in real-time. Technical Colleges can be included in the group to train
workers for these new positions, allowing them to engage in the project
and identify training programs to fill any skills gaps that may exist. The key
is information sharing and collaboration!

6. MOBILE & LABOR MARKET
9 SOCIAL INFORMATION 10
100
75
50
The world of Business has gone mobile, and now Workforce Develop is
seeing the advantages of a mobile and socially connected world. By
leveraging these new technologies Workforce Development is able to
25
extend it’s reach with employers and job seekers.
0
2012 2013 2014 2015
REMOTELY ACCESS RECORDS
Most CRM’s are mobile, so use the mobile version to access employer or Relying on outdated BLS or duplicative job board labor market data is the
participant records on the go. Staff can provide employers up-to-the- way of the past. To ensure your services are tightly aligned with the hiring
second information on the available workforce, bringing up resumes, market and employer demands, agencies need to have real-time labor
updating, and improving outcomes instantly. market data. Here are some great ways to use CRM to gather and analyze
labor market data:
Collect Real-Time LMI Dashboards & Forecasting
Reports
The best way to Using these same
ensure hire outcomes Dashboards and reports reports, you can begin
is to make sure your are excellent ways to to forecast trends in
WFD agency is get visibility into the hiring. You can also
SETUP BUSINESS SERVICES CHATTER GROUPS labor market. use forecasts of
Connect all of your business services teams together so they can more developing talent
employers can hire Running a simple open pipeline activity to
effectively team sell. No longer will employers complain about being called
job orders report and predict the types of
on by multiple departments and agencies reps, causing confusion. Now quickly. Use CRM to
organizing it by job type placements your
your business services teams can collaborate on employer strategies, collect real-time data
will give you great agency will make by
introduce other departments and offer greater value to the employers. on employer hiring
insight into the types looking at the top of
needs so you can skills employers are the funnel, and
align your training seeking specifically estimating placement
programs. within your region. rates.

7. START LAUNCHING OUTCOMES WITH CRM:
SIGNUP FOR FREE CRM TRAIL
http://www.launchpadco.com
Abraham Jankans About Launchpad:
We have helped dozens of government and non-profit
CEO, Launchpad agencies improve outcomes and attract more funding
through cloud CRM technology adoption, process
Connect with me: consulting, and staff development. Launchpad's
philosophy is summed up in two words: passion and
innovation. We strive to invigorate economic, workforce
ajankans@launchpadco.com and, community development with the latest in technology
and improved processes, amplifying our clients’ ability to
LinkedIn: Abraham Jankans develop the communities and people they serve.
Twitter: @AJ_Launchpad