career development and succession planning aims conference hmt industry director, charlie brantley...
TRANSCRIPT
![Page 1: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/1.jpg)
Career Development and Succession Career Development and Succession PlanningPlanning
AIMS ConferenceHMT Industry Director,
Charlie BrantleyAugust 2008
![Page 2: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/2.jpg)
Overview
• Workforce Trends
• Organizational and Personal Responses to These Trends
• Tools to Help
![Page 3: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/3.jpg)
U.S. Workforce Realities
• The workforce is aging
• The rate of retirements from the workforce will continue to accelerate over the next several years
• The number of workers to replace them does not exist in the labor force going forward
![Page 4: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/4.jpg)
Fed Government Trends
• Between 57,000-59,000 Federal employees are projected to retire each year through 2010
• 23 Large agencies are faced with having more than 20% of employees planning to retire by 2012
• 40% of Federal employees are older than 50 years old
•Sources: Council for Excellence in Government, Merit Systems Protection Board, and Partnership for Public Service
![Page 5: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/5.jpg)
Why? The Baby Boom Pattern
Source: The Coming Crisis of the Changing Workforce, The Concours Group 10/17/2006, and the U.S. Census Bureau
1930 1940 1950 1960 1970 1980 1990
4.5
4.0
3.5
3.0
2.5
2.0
Birth
in M
illion
s
The Boom Years: 1946-1964
![Page 6: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/6.jpg)
Age of Workers
5% 5%
-9%
18%
48%
15%
-20%
0%
20%
40%
60%
80%
16-24 25-34 35-44 45-54 55-64 65+
Percent Growth in U.S. Population by Age: 2000-2010
Different Patterns of Growth by Age
Declining number of mid-career workers
Few younger workers entering
Rapid growth in the over-55 workforce
Source: The Coming Crisis of the Changing Workforce, The Concours Group, 10/17/2006, and the U.S. Census Bureau
![Page 7: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/7.jpg)
Revenue Agents Eligible to Retire 12/31/08
Of 11,405 RAs in LMSB, SBSE, and TEGE, 29% are eligible to retire in 3 years or less
3345, 29%
8,060, 71%
![Page 8: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/8.jpg)
Revenue Officers Eligible for Retirement 12/31/08
Of 4639 ROs in SBSE, 28% are Eligible to Retire Within 3 Years
1320, 28%
3,319, 72%
![Page 9: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/9.jpg)
IRS Managers Eligible to Retire 12/31/08
2157, 35%
4,026, 65%
Of 6183 Managers in LMSB, SBSE, W+I, and TEGE, 35% are eligible to retire in 3 years or less
![Page 10: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/10.jpg)
IRS Executives Eligible to Retire 12/31/08
59, 51%56, 49%
Of 115 Executives in LMSB, SBSE, W+I, TEGE, and Appeals, 59 are eligible to retire in 3 years or less
![Page 11: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/11.jpg)
Organizational Implications
The IRS needs to look at multiple options to fill its labor requirements:
•External recruitment
•Internal development
•Retention incentives
![Page 12: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/12.jpg)
Personal Implications
Opportunities exist!
![Page 13: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/13.jpg)
Where Can You Start?
![Page 14: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/14.jpg)
Self-Reflection
• If you just start driving, you may find you are not where you want to be when you get there
• Think about your interests
• Assess your motivation
• Am I committed to making the change?
![Page 15: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/15.jpg)
““Find Something You Can Be Find Something You Can Be Passionate About”Passionate About”
Martha StewartCEO – Martha Stewart Omnimedia
![Page 16: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/16.jpg)
OZ Steps to AccountabilityOZ Steps to Accountability
See It
Own It
Solve It
Do It
![Page 17: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/17.jpg)
““If You Think You Can’t, You’re Right”If You Think You Can’t, You’re Right”
Carol Bartz CEO, Autodesk
![Page 18: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/18.jpg)
Planning Steps for Non-Managers
![Page 19: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/19.jpg)
Tools for Targeting a Position
• Identify the Qualifications of Potential Positions from the Personnel Office
• Review Position Descriptions/CJEs
• Interview an Employee in the Position
• Interview the Manager of an Employee in the Position
• Seek Feedback from Others on Issues Impacting the Positions and Your Goals
![Page 20: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/20.jpg)
Planning Steps• Don’t Forget to Look Ahead from the Targeted
Position-Identify Career Paths• Prepare a Career Development Plan
(Also Known as a Career Learning Plan or CLP)
• Visit the Human Capital Office website for more details and online tools
http://hco.web.irs.gov/workplan/hcstrat/index.htm
![Page 21: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/21.jpg)
Tuition Assistance Program (TAP)
• A service-wide program providing financial assistance to employees pursing career development opportunities
• Priorities are on assisting employees who provide support to front line compliance in support of IRS job-related needs
![Page 22: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/22.jpg)
Tuition Assistance Program
• For FY08, participants could receive reimbursement for up to 4 courses, including tuition, books, and mandatory fees
• Attend on own time (leave or after hours). Leave must be approved by supervisor in advance
• Qualifying courses include accounting, finance, mathematics, information technology, management, English, writing, and others related to IRS jobs.
• Must get a “C” or better in class or must reimburse the IRS
![Page 23: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/23.jpg)
Tuition Assistance Program
Eligibility for TAP:• Have to have a fully successful performance
appraisal or better• Have to apply during open season• If more than 80 hours of training is provided,
must agree to continue to be employed by IRS for 3 times the length of the training period
• Visit the ERC website for more details
http://erc.web.irs.gov
![Page 24: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/24.jpg)
Interested in Leadership?
• To compete for a leadership position, an individual needs to develop and be able to demonstrate they have a series of competencies necessary for the managerial or Executive position
![Page 25: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/25.jpg)
How LeadersAre selected
Leadership Philosophy and
Competencies
How Leaders Are evaluated
How Leaders Are recognized
How LeadersAre developed
Leadership Competencies Drive:
![Page 26: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/26.jpg)
What is a Competency?
![Page 27: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/27.jpg)
A competency is…….
• An observable, measurable pattern of knowledge, skills, abilities and other characteristics that an individual needs to perform the work roles or job functions of a position successfully
![Page 28: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/28.jpg)
Technical Competencies
Essential knowledge, skills, and abilities needed to perform a particular job.
Example: Knowledge of Tax Law is a technical competency for the position Supervisory Revenue Agent
![Page 29: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/29.jpg)
Leadership Competencies
• Characteristics of leaders that support the vision, mission, and goals of the organization
• The degree to which the characteristic is necessary to achieve the desired organizational results shall vary with the level of the position
![Page 30: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/30.jpg)
21 Leadership Competencies linked
to their primary Core Responsibility areas
![Page 31: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/31.jpg)
.
![Page 32: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/32.jpg)
Succession Planning
To address the anticipated shortage of leaders in the IRS:
• The agency has developed and implemented the Leadership Succession Review (LSR) system.
• The agency continues to employ competitive leadership readiness programs for all levels to build a pool of candidates for future needs
![Page 33: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/33.jpg)
Why Leadership Succession Planning?
“One of the biggest shortcomings of the traditional people process is that it’s backward looking, focused on evaluating the jobs people are doing today. Far more important is whether the individuals can handle the jobs of tomorrow”
» From “Execution-The Discipline of Getting Things Done,” Larry Bossidy and Ram Charan
![Page 34: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/34.jpg)
LSR Process Overview
• LSR is a web-based process, built around assessing leaders on the 21 IRS Leadership Competencies. It includes:– An assessment of each individual’s leadership
readiness and interest/availability– Individual discussions of career aspirations
and development plans– Identification of potential candidates for
leadership positions
![Page 35: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/35.jpg)
Four Stages of LSR Process
STAGE 1 - Gather Data
STAGE 2 - Conduct Talent Review Discussions
STAGE 3 - Roll up LSR Information to Senior Leaders
STAGE 4 - Provide Individual Feedback and Development Ideas
![Page 36: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/36.jpg)
LSR Stage 1: Gather Data
• Individuals:– Complete demographic page– Input self assessment on 21 leadership competencies
• Managers of those individuals: – Assess them on the 21 competencies – Input an overall readiness rating
• Ready now, Ready with development, Not ready
– Complete an LSR planning matrix capturing information on all their direct report managers
![Page 37: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/37.jpg)
Stage 2: Talent Review Discussions
• Those managers who assessed individuals will meet with their own manager and discuss:– Current leadership positions, and match
individuals they assessed with specific positions (based on readiness and availability)
– Talent identified in the process, and strengths, gaps, and development recommendations
– Organizational strengths and areas for development
![Page 38: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/38.jpg)
Stage 3: Roll up of LSR Information
• Executive review and discussion of:– Potential leadership backfills and
development plans for the group– Bench strength data from Stage 2– Competency data from Stage 2, looking at
organizational strengths and areas for development
![Page 39: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/39.jpg)
Stage 4: Feedback Conversations
• Managers provide feedback to each individual they assess. They will:– Review and discuss the assessment,
providing feedback from Stage 2 and 3 meetings
– Discuss readiness to backfill specific leadership positions
– Discuss developmental needs and options, if appropriate
![Page 40: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/40.jpg)
Leadership Readiness Programs
Programs which help develop the competencies an individual needs for a particular leadership level, include:•Front Line Readiness Program (FLRP)•Department Manager Readiness Program (DMRP)•Senior Manager Readiness Program (SMRP)•Executive Readiness Program (XR)
![Page 41: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/41.jpg)
Front Line Readiness Program
• Classroom course designed to provide tools for effective team development, communication, coaching, problem solving, life and work balance, and time management. Involves a developmental assignment.
![Page 42: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/42.jpg)
Department Manager Readiness Program
• Provides aspiring campus department managers with two separate classroom sessions with an intervening period on campus focusing on individual and functional developmental activities. Includes use of a 360 degree assessment process (incorporating feedback from peers, supervisors, and subordinates).
![Page 43: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/43.jpg)
Senior Manager Readiness Program
• SMRP provides an intensive focus on the senior leadership competencies needed to compete for and effectively perform at the senior level. Course involves experiential activities, a comprehensive simulation, and use of a 360 degree assessment process (incorporating feedback from peers, supervisors, and subordinates).
![Page 44: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/44.jpg)
Executive Readiness Program
• A one year developmental program based on assessment, curriculum, support, and challenge. Designed for senior managers who aspire to enter the Candidate Development Program.
![Page 45: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/45.jpg)
Don’t Miss The Opportunity ….
![Page 46: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/46.jpg)
…Plan for your Career Future…• Managers are required to have a
discussion with each of their employees about the employee’s career goals.
• this is to be done during the year-end performance discussion
• All employees are encouraged to take advantage of this opportunity and, in conjunction with their manager, follow-up the discussion with the development of a Career Learning Plan (CLP).
![Page 47: Career Development and Succession Planning AIMS Conference HMT Industry Director, Charlie Brantley August 2008](https://reader036.vdocuments.us/reader036/viewer/2022062422/56649e895503460f94b8e40f/html5/thumbnails/47.jpg)
Any Questions, Comments or Concerns?