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Strategic & Tactical Sourcing
April 11, 2012
My Bio

                               Ms. Becky Franzen has been in the Talent Acquisition field for the past 16
                               years, with the past 7 of those being in the RPO industry. Becky offers a
                               unique combination of successful leadership experience with a particular
                               focus on building sourcing teams, the design, implementation and
                               management of best-practice sustainable recruitment solutions.

                               Ms. Franzen is currently the Managed Recruitment Solutions Director for
                               Employer Flexible, a HR Outsourcing company based in Houston, TX.
Becky Franzen
Client Services Director
                               Prior to joining Employer Flexible, she worked for a large RPO Provider
                               managing sourcing & project teams. Becky has also worked with clients
                               nationally in managing the deployment of customized solutions, utilizing
                               best practices and the latest recruitment process efficiencies in each
                               project she manages. She has orchestrated and led multiple high volume
                               initiatives for major Fortune 500 clients.

                               Ms. Franzen holds a Bachelor of Science degree in Political Science from
                               Texas A&M University, is a member of PMI, holds a Six Sigma Green Belt
                               Certification and recently received her certification for Human Capital
                               Strategist designation.




 2      Employer Flexible Font & Color Palette
                                                 © 2011 Employer Flexible. All rights reserved.
Agenda

    The take away for this session is to give you some insight into the
    strategic and tactical way to structure a sourcing team either to
    support your own corporate initiatives or to support a client.


      Strategy                                  Tactical                                 Misc

         Define Needs/Goals                      Structure                                   Metrics

         Team Structure                          Talent Networks                             Lessons Learned

         Technology                              Candidate Care                              Questions

         Social Media                            Team Structure

         Methodology                             Sourcing Strategies

                                                 Tools



3      Employer Flexible Font & Color Palette
                                                    © 2011 Employer Flexible. All rights reserved.
Strategy- What is your need?
The 1st step in building out your internal or
client’s sourcing function is to determine what
the need(s) is. Focus on the goal and what
the desired result should be.
                                                                                                          Goal
                                                                                                 Goal
• Pipeline development?

• Building a robust talent network?                                                                     Goal

• ATS Management?

• Candidate Care?

• Social Media Outreach?                                                                         Output
• Drive traffic to the recruitment team?




 4     Employer Flexible Font & Color Palette
                                                © 2011 Employer Flexible. All rights reserved.
Strategy- Structuring Team
The Sourcing team structure will look different to every
company. Building the team ties back to your initial goal.

• Level of difficulty?

• Locations

• Supply/Demand of talent

• Level of interaction from team (screening)

• Volume

• Time Frame




5     Employer Flexible Font & Color Palette
                                               © 2011 Employer Flexible. All rights reserved.
Strategy- ATS Management & Candidate Care

    Technology will drive your sourcing and candidate care.. More
    on that in the tactical.. But here are some essentials to ask
    yourself and take into consideration on technology:

       •    Does your current ATS allow for Push/Pull methodology?
       •    Will your current ATS integrate with a new CRM?
       •    Can your ATS and CRM be one in the same?
       •    Can you automate processes such as Candidate Care reach out?
       •    Is it scaleable? (Location and size)
       •    Does the technology allow for landing pages/sites or building talent
            communities?
       •    Is the application process cumbersome?
       •    Is it easy to implement internally or to new/existing clients?
       •    How do you offer to legacy clients without increasing costs but adding
            value?


6     Employer Flexible Font & Color Palette
                                               © 2011 Employer Flexible. All rights reserved.
Strategy- Social Media Outreach
                                                                                                   “It’s a Marathon, not a sprint”




    What you want

•    Branding
•    Press Releases
•    White Papers                                                                                       What you need to ask
•    Job openings
•    Company News                                                                                       •   Who is Managing?
     Events                                                                                             •   Consistent Messaging?
                                                            ??
•
•    Blogs                                                                                              •   Is it Engaging?
                                                                                                        •   Measuring ROI?
                                                   Define your goals                                    •   Integrated?
                                                                                                        •   Automated?
                                               •   Short term & long term                               •   Creative/Innovative?
                                               •   What will you track?                                 •   Technology to drive?




7     Employer Flexible Font & Color Palette
                                                       © 2011 Employer Flexible. All rights reserved.
Strategy- Recruiting Support
                               Database
                               (General
                              Population)
                                           Active
                                          Candidate
                                            Pool
                                                                                     Pipeline Development
                                                   Passive
                                                  Candidate
                                                    Pool

                                                                                           Recruiters pull from
                                                               Qualified                       qualified




      1:4




                                        Sourcing done per req.

8     Employer Flexible Font & Color Palette
                                                      © 2011 Employer Flexible. All rights reserved.
Structure


 Executive, Critical Hires
                                                                                                Experienced


Mid-Management,
Decision Makers

                                                                                                Level of
Worker Bees, Degreed,                                                                           Sourcing
Professional                                                                                     Talent



Low Level,
Repetitive Skillset,
High School/GED                                                                                 Entry Level




9     Employer Flexible Font & Color Palette
                                               © 2011 Employer Flexible. All rights reserved.
Strategy
  Talent “Net”works



All about the net - A different net for different result




 10   Employer Flexible Font & Color Palette
                                               © 2011 Employer Flexible. All rights reserved.
Talent Networks

     Attract                                   Engage                                           Comply
          CRM                                 Talent Network                                    ATS

                                                  Engage


                                          Manage                    Interact


                                                     Share



11   Employer Flexible Font & Color Palette
                                               © 2011 Employer Flexible. All rights reserved.
Tactical
 3 Dimensions of Candidate Care

     1) Connect             2) Link Socially                   3) Keep Informed                            4) Get Personal



       Generated a                                   Make a connection                                    Treat like gold




                                               Current
Future




                                                                                               Former
       Response to an                                Allow Social Media                                   Get good contact
       application                                   to be an integral                                    information prior to
       Give opportunity to                           part of                                              leaving
       connect on Social                             communication                                        Connect with them
       networks                                      Keep Informed                                        socially
       Keep them updated                             about job                                            Keep them informed
       on company                                    opportunities, pay                                   of company news
       information                                   referral bonus, and
                                                     have a solid ERP                                     Go to lunch or have
       Invite to an open                                                                                  open house happy
       house/job event                               After hours work                                     hours, get creative
                                                     functions are not
                                                     obsolete




12    Employer Flexible Font & Color Palette
                                                         © 2011 Employer Flexible. All rights reserved.
Tactical- Sourcing Team
      Now that you have an understanding of what your Goals/Needs are, you
      can decide how you want to structure that team. Every situation requires
      thoughtful consideration and should be aligned specifically to your goals.

Client Specific                    Shared Services                      Utility                          Other

                                                                                                          Special Needs (social
 Integrated team 1:3/4                SME for job functions                 Scale up/down as needed
                                                                                                          media)
 In-depth knowledge of
                                      SME for industry functions            Contractors or Outsourced     Administrative
 client
 SLA’s/metrics easier to              SLA’s hard to
                                                                            Generalists                   Non billable functions
 track                                track/measure
                                      Scaleable for business
 Consistent process                                                         SLA’s hard to track
                                      needs
 Sourcing done more per               Better for pipeline
                                                                            JIT
 requisition                          development

                                                                            More Sr. Level talent




 13     Employer Flexible Font & Color Palette
                                                        © 2011 Employer Flexible. All rights reserved.
Tactical -Building a sourcing strategy

               Organizations/Associations

                     Internal Resources (ATS, CRM, ERP)

                        Niche Sites (specific to function/industry/diversity)

                         Paid Sites (LinkedIn, Monster, CBDR, Ladders)

                        Lists (name generation)

                     Creative

               Social Media




14   Employer Flexible Font & Color Palette
                                              © 2011 Employer Flexible. All rights reserved.
Sourcing Strategies
You can really strengthen your
net with a well thought out
                                                                           Industry
sourcing strategy. They do not                                                ?
                                                                                                   Diversity

have to be complicated and                                                               College
can often be duplicated with                                                Job
a basic framework.                                                        Function




                              1) What do you have NOW (Search existing
          1)                     ATS/CRM/TN/Files)
                              2) What can you get QUICKLY (ERP/Internal/External
                                 Posting)
                              3) Niche Sites, Associations, Organizations (mostly
                                 posting)
                              4) Networking/Referrals
                              5) Lists, Research, Name Generation
                              6) Creative

15   Employer Flexible Font & Color Palette
                                              © 2011 Employer Flexible. All rights reserved.
Tactical


                                                   So now you have your team planned out,
                                                   what tools will they need to be successful?


                                                  *This list is a very small portion of tools that are available

     Database          Job Posting        Associations/ Organizations         Social Media                 Misc. Tools    Lists/Research


     Internal ATS      Data frenzy                  Weddles                      Hootsuite               mailtester.com     Hoovers

        CRM            Broadbean                    Wikipedia                   Tweetdeck                     bit.ly        Zoominfo


      Paid sites     Bullhorn Reach                                                                manageflitter.com       Data.com


Non Paid sites            Jobvite                                                                          zoho.com          Spokeo

                                                                                                    booleanbar.com             Pipl



16       Employer Flexible Font & Color Palette
                                                        © 2011 Employer Flexible. All rights reserved.
Metrics
     Can you measure the sourcing function? Yes and No

Metrics must be predictive and actionable based on the end result/goal.
For example, if your business goal is to build a pipeline of potential candidates based on a
repetitive skill set, measuring your sourcing team on time to fill is not going to work (today). What it
will give you (if you have trend information on how long it took previously) is how much time was
saved by having a ready to go pipeline rather than JIT.

• Your data needs to provide information that can be acted upon by indicating trends.
• Metrics must be tracked over time in order to generate internal benchmarks and analyze
internal performance.
• Time and ROI will affect the quantitative aspects of recruitment metrics, while productivity,
retention rate, efficiency, and candidate performance include the qualitative aspects.

You can measure anything*, however you need to define what it is you are measuring and ensure
you have some benchmark to compare it to. Most importantly, it needs to be tied back to the
original goal.

* Technology is key, it has to be capable of producing analytics or reports



17    Employer Flexible Font & Color Palette
                                               © 2011 Employer Flexible. All rights reserved.
Benefits/ROI

• Recruiters more effective supporting Hiring Managers b/c they
     are spending less time sourcing

• Branding/Candidate Care improves

• Hiring Manager satisfaction

• Time to fill decreases as pipeline is built

• Arms you with trend/data analytics

• More qualified/volume increase with larger outreach

• Candidate experience is positive

• Sustainable versus “just in time”


18   Employer Flexible Font & Color Palette
                                              © 2011 Employer Flexible. All rights reserved.
Lessons Learned

     1) One size does not fit all
     2) Before you do anything, determine what metrics you want
        to track and make sure you have the technology that can
        report on it.
     3) Hire the right people
     4) Change Management- Ensure you have key stakeholders
        to back you up
     5) Training- Ensure on-going training for all levels
     6) Recruiters do not necessarily make good sourcers
     7) Awareness- Keep a pulse on team members that are
        struggling with sourcing concept and address it
        immediately.
     8) If it doesn’t work immediately, don’t give up
     9) Don’t be afraid to try something different.
     10)Patience is everything
     11)Have fun!
19     Employer Flexible Font & Color Palette
                                                © 2011 Employer Flexible. All rights reserved.
Becky Franzen |Client Services Director

Employer Flexible | 7850 N. Sam Houston Pkwy. W. | Houston, TX
77064 | Mobile 214.995.4057 | Office 713.395.2123 |
www.employerflexible.com

Connect with me on LinkedIn
http://www.linkedin.com/in/beckyfranzen




                            © 2011 Employer Flexible. All rights reserved.

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Strategic and Tactical Sourcing

  • 1. Strategic & Tactical Sourcing April 11, 2012
  • 2. My Bio Ms. Becky Franzen has been in the Talent Acquisition field for the past 16 years, with the past 7 of those being in the RPO industry. Becky offers a unique combination of successful leadership experience with a particular focus on building sourcing teams, the design, implementation and management of best-practice sustainable recruitment solutions. Ms. Franzen is currently the Managed Recruitment Solutions Director for Employer Flexible, a HR Outsourcing company based in Houston, TX. Becky Franzen Client Services Director Prior to joining Employer Flexible, she worked for a large RPO Provider managing sourcing & project teams. Becky has also worked with clients nationally in managing the deployment of customized solutions, utilizing best practices and the latest recruitment process efficiencies in each project she manages. She has orchestrated and led multiple high volume initiatives for major Fortune 500 clients. Ms. Franzen holds a Bachelor of Science degree in Political Science from Texas A&M University, is a member of PMI, holds a Six Sigma Green Belt Certification and recently received her certification for Human Capital Strategist designation. 2 Employer Flexible Font & Color Palette © 2011 Employer Flexible. All rights reserved.
  • 3. Agenda The take away for this session is to give you some insight into the strategic and tactical way to structure a sourcing team either to support your own corporate initiatives or to support a client. Strategy Tactical Misc Define Needs/Goals Structure Metrics Team Structure Talent Networks Lessons Learned Technology Candidate Care Questions Social Media Team Structure Methodology Sourcing Strategies Tools 3 Employer Flexible Font & Color Palette © 2011 Employer Flexible. All rights reserved.
  • 4. Strategy- What is your need? The 1st step in building out your internal or client’s sourcing function is to determine what the need(s) is. Focus on the goal and what the desired result should be. Goal Goal • Pipeline development? • Building a robust talent network? Goal • ATS Management? • Candidate Care? • Social Media Outreach? Output • Drive traffic to the recruitment team? 4 Employer Flexible Font & Color Palette © 2011 Employer Flexible. All rights reserved.
  • 5. Strategy- Structuring Team The Sourcing team structure will look different to every company. Building the team ties back to your initial goal. • Level of difficulty? • Locations • Supply/Demand of talent • Level of interaction from team (screening) • Volume • Time Frame 5 Employer Flexible Font & Color Palette © 2011 Employer Flexible. All rights reserved.
  • 6. Strategy- ATS Management & Candidate Care Technology will drive your sourcing and candidate care.. More on that in the tactical.. But here are some essentials to ask yourself and take into consideration on technology: • Does your current ATS allow for Push/Pull methodology? • Will your current ATS integrate with a new CRM? • Can your ATS and CRM be one in the same? • Can you automate processes such as Candidate Care reach out? • Is it scaleable? (Location and size) • Does the technology allow for landing pages/sites or building talent communities? • Is the application process cumbersome? • Is it easy to implement internally or to new/existing clients? • How do you offer to legacy clients without increasing costs but adding value? 6 Employer Flexible Font & Color Palette © 2011 Employer Flexible. All rights reserved.
  • 7. Strategy- Social Media Outreach “It’s a Marathon, not a sprint” What you want • Branding • Press Releases • White Papers What you need to ask • Job openings • Company News • Who is Managing? Events • Consistent Messaging? ?? • • Blogs • Is it Engaging? • Measuring ROI? Define your goals • Integrated? • Automated? • Short term & long term • Creative/Innovative? • What will you track? • Technology to drive? 7 Employer Flexible Font & Color Palette © 2011 Employer Flexible. All rights reserved.
  • 8. Strategy- Recruiting Support Database (General Population) Active Candidate Pool Pipeline Development Passive Candidate Pool Recruiters pull from Qualified qualified 1:4 Sourcing done per req. 8 Employer Flexible Font & Color Palette © 2011 Employer Flexible. All rights reserved.
  • 9. Structure Executive, Critical Hires Experienced Mid-Management, Decision Makers Level of Worker Bees, Degreed, Sourcing Professional Talent Low Level, Repetitive Skillset, High School/GED Entry Level 9 Employer Flexible Font & Color Palette © 2011 Employer Flexible. All rights reserved.
  • 10. Strategy Talent “Net”works All about the net - A different net for different result 10 Employer Flexible Font & Color Palette © 2011 Employer Flexible. All rights reserved.
  • 11. Talent Networks Attract Engage Comply CRM Talent Network ATS Engage Manage Interact Share 11 Employer Flexible Font & Color Palette © 2011 Employer Flexible. All rights reserved.
  • 12. Tactical 3 Dimensions of Candidate Care 1) Connect 2) Link Socially 3) Keep Informed 4) Get Personal Generated a Make a connection Treat like gold Current Future Former Response to an Allow Social Media Get good contact application to be an integral information prior to Give opportunity to part of leaving connect on Social communication Connect with them networks Keep Informed socially Keep them updated about job Keep them informed on company opportunities, pay of company news information referral bonus, and have a solid ERP Go to lunch or have Invite to an open open house happy house/job event After hours work hours, get creative functions are not obsolete 12 Employer Flexible Font & Color Palette © 2011 Employer Flexible. All rights reserved.
  • 13. Tactical- Sourcing Team Now that you have an understanding of what your Goals/Needs are, you can decide how you want to structure that team. Every situation requires thoughtful consideration and should be aligned specifically to your goals. Client Specific Shared Services Utility Other Special Needs (social Integrated team 1:3/4 SME for job functions Scale up/down as needed media) In-depth knowledge of SME for industry functions Contractors or Outsourced Administrative client SLA’s/metrics easier to SLA’s hard to Generalists Non billable functions track track/measure Scaleable for business Consistent process SLA’s hard to track needs Sourcing done more per Better for pipeline JIT requisition development More Sr. Level talent 13 Employer Flexible Font & Color Palette © 2011 Employer Flexible. All rights reserved.
  • 14. Tactical -Building a sourcing strategy Organizations/Associations Internal Resources (ATS, CRM, ERP) Niche Sites (specific to function/industry/diversity) Paid Sites (LinkedIn, Monster, CBDR, Ladders) Lists (name generation) Creative Social Media 14 Employer Flexible Font & Color Palette © 2011 Employer Flexible. All rights reserved.
  • 15. Sourcing Strategies You can really strengthen your net with a well thought out Industry sourcing strategy. They do not ? Diversity have to be complicated and College can often be duplicated with Job a basic framework. Function 1) What do you have NOW (Search existing 1) ATS/CRM/TN/Files) 2) What can you get QUICKLY (ERP/Internal/External Posting) 3) Niche Sites, Associations, Organizations (mostly posting) 4) Networking/Referrals 5) Lists, Research, Name Generation 6) Creative 15 Employer Flexible Font & Color Palette © 2011 Employer Flexible. All rights reserved.
  • 16. Tactical So now you have your team planned out, what tools will they need to be successful? *This list is a very small portion of tools that are available Database Job Posting Associations/ Organizations Social Media Misc. Tools Lists/Research Internal ATS Data frenzy Weddles Hootsuite mailtester.com Hoovers CRM Broadbean Wikipedia Tweetdeck bit.ly Zoominfo Paid sites Bullhorn Reach manageflitter.com Data.com Non Paid sites Jobvite zoho.com Spokeo booleanbar.com Pipl 16 Employer Flexible Font & Color Palette © 2011 Employer Flexible. All rights reserved.
  • 17. Metrics Can you measure the sourcing function? Yes and No Metrics must be predictive and actionable based on the end result/goal. For example, if your business goal is to build a pipeline of potential candidates based on a repetitive skill set, measuring your sourcing team on time to fill is not going to work (today). What it will give you (if you have trend information on how long it took previously) is how much time was saved by having a ready to go pipeline rather than JIT. • Your data needs to provide information that can be acted upon by indicating trends. • Metrics must be tracked over time in order to generate internal benchmarks and analyze internal performance. • Time and ROI will affect the quantitative aspects of recruitment metrics, while productivity, retention rate, efficiency, and candidate performance include the qualitative aspects. You can measure anything*, however you need to define what it is you are measuring and ensure you have some benchmark to compare it to. Most importantly, it needs to be tied back to the original goal. * Technology is key, it has to be capable of producing analytics or reports 17 Employer Flexible Font & Color Palette © 2011 Employer Flexible. All rights reserved.
  • 18. Benefits/ROI • Recruiters more effective supporting Hiring Managers b/c they are spending less time sourcing • Branding/Candidate Care improves • Hiring Manager satisfaction • Time to fill decreases as pipeline is built • Arms you with trend/data analytics • More qualified/volume increase with larger outreach • Candidate experience is positive • Sustainable versus “just in time” 18 Employer Flexible Font & Color Palette © 2011 Employer Flexible. All rights reserved.
  • 19. Lessons Learned 1) One size does not fit all 2) Before you do anything, determine what metrics you want to track and make sure you have the technology that can report on it. 3) Hire the right people 4) Change Management- Ensure you have key stakeholders to back you up 5) Training- Ensure on-going training for all levels 6) Recruiters do not necessarily make good sourcers 7) Awareness- Keep a pulse on team members that are struggling with sourcing concept and address it immediately. 8) If it doesn’t work immediately, don’t give up 9) Don’t be afraid to try something different. 10)Patience is everything 11)Have fun! 19 Employer Flexible Font & Color Palette © 2011 Employer Flexible. All rights reserved.
  • 20. Becky Franzen |Client Services Director Employer Flexible | 7850 N. Sam Houston Pkwy. W. | Houston, TX 77064 | Mobile 214.995.4057 | Office 713.395.2123 | www.employerflexible.com Connect with me on LinkedIn http://www.linkedin.com/in/beckyfranzen © 2011 Employer Flexible. All rights reserved.