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APPEL Knowledge Services Succession Planning & Knowledge Transfer Presentation Roger C. Forsgren NASA CKO & APPEL KS Director March 2020 appel.nasa.gov

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Page 1: Succession Planning & Knowledge Transfer …...SSC AFRC ARC GRC KSC JSC LaRC MSFC Civil Servants ~ 17,545 Regular Retires ~ 3,942 Early Outs ~ 3,205 Total Eligible ~ 7,147 % Eligible

APPEL Knowledge Services Succession Planning & Knowledge

Transfer Presentation

Roger C. Forsgren NASA CKO & APPEL KS Director

March 2020

appel.nasa.gov

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The importance of Succession Planning at NASA

appel.nasa.govappel.nasa.gov

41% of NASA’s Workforce is Eligible to Retire in 2020!

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2020 Retirement Eligibility – NASA Wide

A successful succession plan includes understanding the organization's long-term goals and objectives, identification of employee development needs, and determining relevant trends.

NSSCOIG 2020 DataTotal Employees HQNASA Wide SSC

ARC AFRC

GRC

JSCKSC

LaRC

MSFC

Civil Servants ~ 17,545

Regular Retires ~ 3,942

Early Outs ~ 3,205

Total Eligible ~ 7,147

% Eligible ~ 41% GFSC

Regular Early Out Remaining

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2020 Retirement Eligibility – by Center ARC AFRC GRC

Regular Retire Early Out Remaining Workforce Regular Retire Early Out Remaining Workforce Regular Retire Early Out Remaining Workforce

31%

13% 56%

22%

16%62%

29%

19%

52%

GSFC JSC KSC Regular Retire Early Out Remaining Workforce Regular Retire Early Out Remaining Workforce Regular Retire Early Out Remaining Workforce

22%

19%59%

21%

17%62%

18%

17%65%

LARC MSFC SSC Regular Retire Early Out Remaining Workforce Regular Retire Early Out Remaining Workforce Regular Retire Early Out Remaining Workforce

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27%

24%

49%

25%

24%

51%

16%

16%

68%

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What Is Succession Planning? Succession planning is the process of identifying and tracking high-potential employees who will be able to fill top management positions when they become vacant. Best practices generally follow a 5-step process that ensures success!

Step 1

Identify Key Positions

Identify key leadership positions

Identify vulnerable to

retirement vacancies

Step 2

Identify Participants

Using performance metrics and

outputs, identify staff who could fill

rolls

Important to know who is ready now and who may be ready in next 3-5

years.

Step 3

Prepare Participants

Conduct competency gap

analysis

Develop list of primary

development needs using self assessment and supervisor gap

analysis

Step 4

Provide Developmental Opportunities

Produce Individual

Developmental Plan for each

potential successor

Plan may include: Training

Mentorship Shadowing Leadership Programs

Step 5

Monitor Progress and

Recognize Achievements Regular program

reviews

Performance reviews

Update Individual Development

Plans

Measure results

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APPEL KS – Supports Development Opportunities

Training Competency Model • Supports the professional

development of NASA’s technical workforce.

• Courses • Course

Competencies

Leadership Development • Mentoring • Coaching • Rotational Assignments • Peer-to-Peer Networking

Career Development Framework • Team Practitioners/Technical

Engineers • Team/Sub-system Leads • Project Managers/Systems Engineers • Program Managers/Chief Engineers

Knowledge Inventory Policy • Articles/Publications

Case Studies • Lessons Learned NASA History • VPMC • Forum Recordings

NASA FAC-P/PM Certification Program

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Government Agency Succession Planning

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Step 1: Identify Key • Director/Sr. Director, Mgr./Sr. Mgr. • SES Level • Formal leadershipPositions and Supervisor/Sr. Supervisor. positions, not technical

positions

Step 2: IdentifyParticipants

Step 3: PrepareParticipants

Step 4: ProvideDevelopmental Opportunities

• Use talent review process forsuccession planning.

• 9-box system to identify individualperformance and potential toassess talent within organizations.

• • 360 Review

• Training, simulations, onlinelearning. linked to competencieswith curriculum.

• • Rotation/details are encouraged

and valued.

• 9-box system toidentify individualperformance andpotential to assesstalent withinorganizations.

• 360 Review

• Training, Leadershipprograms (SESCDP,LASER, MLLP)

• Stretch assignments

• Talent reviews severaltimes each year

• 9-box system to identifyindividual performanceand potential to assesstalent withinorganizations.

• 360 Review

• Shadowing

Step 5: Monitor Progress • IDP’s, Regular Reviews • IDP’s, reviews, self • Measure turnover,monitoring positions filled, time to

fill position

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Benchmark Organizations with Succession Plans

Succession Plan Steps United Airlines NASA LaRC Sandia Lab

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Benefits of Well-Planned Succession Management Plans

A well-planned succession management program:

• Enhances employee engagement and motivation • Ensures a qualified talent pool • Builds a reputation as a good place to work • Provides an organized, disciplined view of talent and talent

management • Enables sophisticated selection and development systems • Provides greater confidence among stakeholders • Offers clear career trajectories for employees

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Questions?

Have Questions? Contact:

Kevin Magee [email protected]

703.999.0987

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