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Next Level Competencies and

Career Action Planning

WACUBO BMI Track 4

Presented byCarina Celesia Moore, M.A, SPHR, CPLP

Sue Anderson, M.S., SPHR

Learning Objectives

• Identify essential competencies and characteristics of effective CBOs

• Create a Career Action Plan

• Discuss goals and ways to integrate your experience of BMI Track 4

• Apply leadership and CBO competencies to your Career Action Plan that commits to immediate and long-term growth

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PEOPLE SKILLS

The Leadership Conundrum

Individual

Contributor

Middle

Manager

Senior

Leader

Functional / Technical

Skills

Leadership

Skills

Leadership

Skill Gap

Ideal

Reality

Am

ount

of S

kill

High

Low

Current Profile of CBOs in Higher Education and Essential

Responsibilities

NACUBO National Profile of Higher Education CBOs 2013 Survey Report

NACUBO 2010 Profile of Higher Education Chief Business Officers Survey Report

NACUBO 2013 National Profile of Higher Education CBOs

•Demographics and Education

• Career Paths

• Family Impact on CBOs Career Advancement

• Skills Required to be Successful

• Areas of Responsibility

• Job Satisfaction

N = 772

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NACUBO 2013 National Profile of Higher Education CBOs

37%

CBOs planning to retire within the next 3 - 4 years

Not always promoted from within….

While those who directly support the CBO are often content experts or have mastered a specific skill, CBOs do not always see the ability to foster relationships around campus, a necessary skill, in these “second in command” employees…

NACUBO 2013 National Profile of Higher Education CBOs

NACUBO 2010 and 2013 National Profile of Higher Education CBOs CBO Areas of Responsibilities

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NACUBO 2013 National Profile of Higher Education CBOs

• 43% CBOs are CPAs – but generally not required for position

• 45-54 year old CBOs significantly more likely to have CPA and MBA

NACUBO 2013 National Profile of Higher Education CBOs

Essential Leadership and CBO

Competencies

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Competency Definition

Observable and Measurable

Skills

Behaviors

that contribute to workplace effectiveness & career success

Envisia LearningLeadership Meta-Competency Clusters

Mid-level Leader

• Communication

• Interpersonal

• Performance Management

• Problem Solving

Senior Leader

• Performance Leadership

• Change Leadership

• Interpersonal Leadership

Emotional IntelligenceIt is not how intelligent we are, but how we are intelligent.

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Simon SinekStrategic Communications Faculty, Columbia University

Great leaders would never sacrifice the people to save the numbers. They would sooner sacrifice the numbers to save the people.

The Golden Circle

SimonSinek

WHY

HOW

WHAT

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Crafting a Development Plan

CBO Areas of Responsibilities*• Budget

• Purchasing

• Physical Plant

• Human Resources

• Internal Audit

70% experiential20% from others

10% classroom/books

• Controller

• Auxiliary Services

• Endowment

• Public Safety

• Administrative Technology

*NACUBO 2013 National Profile of Higher Education CBOs

Crafting a Development Plan

Leadership Competencies*

• Communication

• Interpersonal

• Performance Management

• Problem Solving

70% experiential20% from others

10% classroom/books

• Performance leadership

• Change leadership

• Emotional Intelligence

*Envisia Learning

Career Action Planning

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Jim RohnSuccess, Motivation, Personal Achievement Expert

If you really want to do something, you will find a way. If not, you’ll find an excuse.

Competencies Self-Assessment

Goals &

Action Steps

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Resources: Online Post Program

• PPT Slides

• Career Action Plan Template

• List of Development Resources

Carina Celesia MooreDirector

Talent ManagementHuman Resources - University of California, Davis

ccmoore@ucdavis.edu(530) 752-9681

Nancy Chen LaneDirector

Training, Development, & ComplianceHuman Resources - University of California, Irvine

nclane@uci.edu(949) 824-6283