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Ravinder Tulsiani
October, 2016
Presented By:
Ravinder Tulsiani
Learning and Development Professional & Best selling Author
Masters Certificate in Adult Training and Development: Schulich / York University, Toronto, Ontario
Developing your Strategy
“I can't change the direction of the wind, but I can
adjust my sails to always reach my
destination.”
Jimmy Dean
 Systematic process for identifying, assessing and developing staff
 Vital to future success of an organization
 Strategic Planning for Human Capital
 Investment in your future leaders
 Succession Planning is proactive and not reactive
 Sustainability that creates motivated and capable employees
 Support and backing of Senior Management
 Part of integrated HR process
 Identify skills needed by the organization
 Critical positions must be identified and included in the
planning
 Identify high performers
 Identify soon to be retirees
 Identify skills, responsibilities and competencies
 Establish a system of communication
Variety of Experiences
+
Challenging Assignments
+
Ability & Willingness to Learn
Center for Creative Leadership
Assessment of
Key Positions Identification of
Key Talent
Assessment of
Key Talent
Generation of
Development Plans
Development
Monitoring &
Review
Key
Elements
Succession Planning: Key Elements
 Assessment of Key Positions
 Identification of Key Talent
 Assessment of Key Talent
 Generation of Development Plans
 Development of Monitoring & Review
SUCCESSION CANDIDATES
KEY POSITION TITLE ________________________
Backup Candidate Name: ______________________
Current Title: ________________________________
Div: ______________ Level of Readiness (Circle One):
Within 1 Yr. 1–3 Yrs. 3–5 Yrs.
__________________________________________________
Strengths for this position:
Developmental needs for this position:
SUCCESSION PLAN SUMMARY
ORGANIZATION:_____________________
Key Position Title
Incumbent
Name
Position
Vulnerability
Succession Candidate
Names
Open in
< 1 Yr
Open in
1–3 Yrs
Open in
3 + Yrs
Ready in
< 1 Yr
Ready in
1–3 Yrs
Ready in
3 + Yrs
verall Performance Summary:
ndicate recent performance including major accomplishments
performance issues.)
      
     
ey Strengths:
ist 2 - 3. Indicate key technical or professional competencies,
ills, or knowledge the person has.)
             
evelopment Needs:
ist 2 or 3. Indicate key experiences, skills, or knowledge the
rson lacks in order to move to the next level.)
             
evelopment Actions:
On The Job: (What new responsibilities do you plan to assign
help this person develop this year?)
             
EXECUTIVE DEVELOPMENT PLAN
NAME: ________________ TITLE: ________________
2. Special Assignment: (What task force, projects, or special
assignments will be given this year to aid development?)
               
3. Training: (What specific training or seminars are
recommended this year for his/her development?)
             
Potential For Promotion:
(Indicate this persons readiness to be promoted to the next
organizational level.)
Ready now for the next level.
Ready in the next 24 months.
Ready in 2 to 3 years.
Recommended Next Position: (List the next assignment that
would most benefit the individual in his/her development.)
Highest Return…
 Full Job Change Focused On Development Needs
 Job Restructuring Based On Development Needs
 Mini Assignments
 Cross Divisional Project Leadership Or Assignment
 Focused Coaching & Counseling
 Industry Representation
 Industry Representation
 Visits Accompanying Senior Executives
 Formalized Education Programs
 Full 360 Degree Feedback and Evaluation
 Motivated Self Development
 Seminars and Conferences
… Lowest Return
Development Toolbox
On the Job:
 Job Enrichment
 Special Projects
 Committee Assignments
 Task Force Participation
 Giving Presentations
 Leading a New Project
 Temporary Job Assignments
 Full Job Change
Learning From Others:
 Working with a Mentor
 Teaming with an Expert
 360 Feedback
 Focused Interviews
Training & Education
 Seminars and Conferences
 Continuing Education
 Cross Training
 Review of succession candidates and development
plans in each organizational unit/area
 Report development progress and make necessary
adjustments to the plan
 Orchestrate moves for the next 6 months
 Underestimating or overlooking employees
 Not considering lateral moves
 Not offering training and development opportunities
 Not tailoring a developmental plan specifically to the
position
 Not holding managers and leaders accountable
 Not sharing the data with employees
"The domain of leaders is the future. The leader's unique
legacy is the creation of valued institutions that survive
over time. The most significant contribution leaders
make is not simply to today's bottom line; it is to the
long-term development of people and institutions so
they can adapt, change, prosper, and grow." 
Source: The Leadership Challenge, Kouzes & Posner (4th ed. 2007)
 Training EDGE
181 Bay Street 
Toronto, Ontario 
M5J 2T3 
Call : 647-800-5966
Ravinder Tulsiani Learning and Development Expert
Ravinder Tulsiani Learning and Development Expert

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Ravinder Tulsiani Learning and Development Expert

  • 1. Ravinder Tulsiani October, 2016 Presented By: Ravinder Tulsiani Learning and Development Professional & Best selling Author Masters Certificate in Adult Training and Development: Schulich / York University, Toronto, Ontario Developing your Strategy
  • 2. “I can't change the direction of the wind, but I can adjust my sails to always reach my destination.” Jimmy Dean
  • 3.  Systematic process for identifying, assessing and developing staff  Vital to future success of an organization  Strategic Planning for Human Capital  Investment in your future leaders  Succession Planning is proactive and not reactive  Sustainability that creates motivated and capable employees
  • 4.  Support and backing of Senior Management  Part of integrated HR process  Identify skills needed by the organization  Critical positions must be identified and included in the planning  Identify high performers  Identify soon to be retirees  Identify skills, responsibilities and competencies  Establish a system of communication
  • 5. Variety of Experiences + Challenging Assignments + Ability & Willingness to Learn Center for Creative Leadership
  • 6. Assessment of Key Positions Identification of Key Talent Assessment of Key Talent Generation of Development Plans Development Monitoring & Review Key Elements Succession Planning: Key Elements
  • 7.  Assessment of Key Positions  Identification of Key Talent  Assessment of Key Talent  Generation of Development Plans  Development of Monitoring & Review
  • 8. SUCCESSION CANDIDATES KEY POSITION TITLE ________________________ Backup Candidate Name: ______________________ Current Title: ________________________________ Div: ______________ Level of Readiness (Circle One): Within 1 Yr. 1–3 Yrs. 3–5 Yrs. __________________________________________________ Strengths for this position: Developmental needs for this position:
  • 9. SUCCESSION PLAN SUMMARY ORGANIZATION:_____________________ Key Position Title Incumbent Name Position Vulnerability Succession Candidate Names Open in < 1 Yr Open in 1–3 Yrs Open in 3 + Yrs Ready in < 1 Yr Ready in 1–3 Yrs Ready in 3 + Yrs
  • 10. verall Performance Summary: ndicate recent performance including major accomplishments performance issues.)              ey Strengths: ist 2 - 3. Indicate key technical or professional competencies, ills, or knowledge the person has.)               evelopment Needs: ist 2 or 3. Indicate key experiences, skills, or knowledge the rson lacks in order to move to the next level.)               evelopment Actions: On The Job: (What new responsibilities do you plan to assign help this person develop this year?)               EXECUTIVE DEVELOPMENT PLAN NAME: ________________ TITLE: ________________ 2. Special Assignment: (What task force, projects, or special assignments will be given this year to aid development?)                 3. Training: (What specific training or seminars are recommended this year for his/her development?)               Potential For Promotion: (Indicate this persons readiness to be promoted to the next organizational level.) Ready now for the next level. Ready in the next 24 months. Ready in 2 to 3 years. Recommended Next Position: (List the next assignment that would most benefit the individual in his/her development.)
  • 11. Highest Return…  Full Job Change Focused On Development Needs  Job Restructuring Based On Development Needs  Mini Assignments  Cross Divisional Project Leadership Or Assignment  Focused Coaching & Counseling  Industry Representation  Industry Representation  Visits Accompanying Senior Executives  Formalized Education Programs  Full 360 Degree Feedback and Evaluation  Motivated Self Development  Seminars and Conferences … Lowest Return Development Toolbox
  • 12. On the Job:  Job Enrichment  Special Projects  Committee Assignments  Task Force Participation  Giving Presentations  Leading a New Project  Temporary Job Assignments  Full Job Change
  • 13. Learning From Others:  Working with a Mentor  Teaming with an Expert  360 Feedback  Focused Interviews Training & Education  Seminars and Conferences  Continuing Education  Cross Training
  • 14.  Review of succession candidates and development plans in each organizational unit/area  Report development progress and make necessary adjustments to the plan  Orchestrate moves for the next 6 months
  • 15.  Underestimating or overlooking employees  Not considering lateral moves  Not offering training and development opportunities  Not tailoring a developmental plan specifically to the position  Not holding managers and leaders accountable  Not sharing the data with employees
  • 16. "The domain of leaders is the future. The leader's unique legacy is the creation of valued institutions that survive over time. The most significant contribution leaders make is not simply to today's bottom line; it is to the long-term development of people and institutions so they can adapt, change, prosper, and grow."  Source: The Leadership Challenge, Kouzes & Posner (4th ed. 2007)
  • 17.  Training EDGE 181 Bay Street  Toronto, Ontario  M5J 2T3  Call : 647-800-5966

Hinweis der Redaktion

  1. Title: Leadership Succession Planning: Developing a Strategy Description: The session will focus on developing a leadership succession strategy. Having a strategy is a valuable tool to grow future leaders and to ensure continuous development within a shifting market. Success by succession planning is an investment that leaders are recognizing as an important strategy with long term benefits. The following topics will be covered: 1)    Assessment of Key Positions 2)    Identification of Key Talent 3)    Assessment of Key Talent 4)    Generation of Development Plans 5)    Development of Monitoring &amp; Review Presenters: Christine Pacheco, Sr. Contract &amp; Grant Administrator, University of New Mexico Rosemary Madnick, Assistant Vice President, Research Administration, Los Angeles Biomedical Research Institute
  2. Succession planning is nothing more than having a systematic process where managers identify, assess and develop their staff to make sure they are ready to assume key roles within the organization.
  3. • The succession planning program must have the support and backing of the company&amp;apos;s senior level management• Succession planning must be part of an integrated HR process that includes training, development and performance appraisal• Identify what skills the organization will need in 5, 10 or 15 years• Critical positions must be identified and included in the Company&amp;apos;s succession planning program• Identify high-performers that are almost ready to step into those critical positions• Analyze the workforce and identify who will be eligible for retirement within the next five years• Managers need to identify the responsibilities, skills and competencies that will be needed by their replacements• A system for communicating succession planning information to managers must be established• A systematic approach for identifying, nominating and selecting potential successors must be established• Background information on potential successors, such as education, experience, skills, appraisals and potential should be reviewed• The training and development requirements of potential successors needs to be determined• The skills of potential successors must be developed through work experiences, job rotation, projects and other challenging assignments• A system for monitoring candidate&amp;apos;s development plan progress by senior management should be established• Succession planning must include a system for providing feedback and encouragement to potential successors• Succession planning is basically a &amp;quot;numbers game&amp;quot; that requires good organizational skills and the ability to pay attention to details• Finally, the succession plan must belong &amp;quot;to the organization&amp;quot; and not to the HR department in order to make sure it has the attention it deserves
  4. Assessment of Key Positions: What are the competencies and experiences needed to qualify for each key position? Identification of Key Talent: Typically people at the top two levels of the organization and high potential employees one level below. Identified by their management’s assessment of their performance and potential for advancement Assessment of Key Talent: For each person on the radar screen, primary development needs are identified focusing on what they need in order to be ready for the next level. Generation of Development Plans: A development plan is prepared for how we will help the person develop over the next year. Development Monitoring &amp; Review: Annual or semi-annual succession planning review is held to review progress of key talent and to refresh or revise their development plan.
  5. Sample assessment form
  6. Succession Plan Summary
  7. Executive Development Plan
  8. Focusing only on the &amp;quot;technical competencies&amp;quot; and failing to consider the team-building and leadership development requirements • Underestimating people within the organization or overlooking employees that don&amp;apos;t appear to fit your standard &amp;quot;company template&amp;quot;• Implementing a program that is designed for upward mobility only - lateral succession moves should also be included in the plan• Failing to offer the appropriate training and developmental opportunities• Creating a development program that only offers generic &amp;quot;leadership&amp;quot; training programsAnd the two biggest errors made regarding succession planning efforts:• Not holding managers &amp; leaders accountable for succession planning• Not sharing the data with employees - you run the risk of losing promising employees if they don&amp;apos;t feel the company has a plan for their development