Transcript Presentation for our Healthcare Customers

HACEMOS
The Hispanic/Latino Employee Association of
AT&T
2007-2008
OPERATIONS PLAN
“A WORLD APART”
October 12-13, 2007
Atlanta Leadership Forum
1
THE HACEMOS MISSION
A non-profit, non-partisan organization open to active and retired
employees of the AT&T family of companies. The organization's
main purpose is to foster an environment where people support
and encourage each other to succeed professionally, personally,
and in the community.
October 12-13, 2007
Atlanta Leadership Forum
2
ORGANIZATIONAL STRUCTURE
National President
Raul Rios
EVP-Operations
Steven Estrada
EVP-Membership
Louis Morales
Regional President-West
Dan Martinez
Chapter Presidents
West Region
EVPCommunications
Waleska Hiraldo
Regional President-South
Laura Alvarado
Chapter Presidents
South Region
EVP-Finance
Jesus Fernandez
Regional President-North
Sofia Cornejo
Chapter Presidents
North Region
EVP-Historian
Olivia Urbina
Regional President-East
Rod Castillo
Chapter Presidents
East Region
EVPProfessional
Development
Delia Hernandez
EVP- External
Liaison/Community
outreach
Isabel Cabrera
Regional PresidentSoutheast
Isabella Cheesewright
Chapter Presidents
Southeast Region
National Conference Chair
October 12-13, 2007
AtlantaTeresa
Leadership
Forum
Cantu
3
Our Regions
by State
West
California, Nevada, Oregon, Washington, Idaho, Wyoming,
Montana, Utah, Hawaii, Alaska
Southwest
Texas, Oklahoma, Missouri, Kansas, Arkansas, New Mexico,
Colorado, Arizona
North
Illinois, Michigan, Wisconsin, Ohio, Indiana, Minnesota,
Nebraska, North Dakota, South Dakota, Iowa
East
Connecticut, New Jersey, New York, Washington D. C.,
Massachusetts, Virginia,West Virginia, Maine, New
Hampshire, Vermont, Rhode Island, Maryland, Delaware,
Pennsylvania
Southeast
Florida, Georgia, Kentucky, Tennessee, Mississippi, South
Carolina, North Carolina, Alabama, Louisiana
October 12-13, 2007
Atlanta Leadership Forum
4
Hispanic Advisory Panel
•
•
•
•
•
•
•
•
•
•
•
•
•
Carmen Nava
Norbert Rivera
Jose Gutierrez
Juan Flores
Norma Martinez-Lozano
Angie Wiskocil
Sylvia Samano
Yno Gonzalez
Michael Rodriguez
Patricia Diaz-Dennis
Joe DiMelis
Irma Vega (National Mentoring Circle Champion)
Workforce Diversity Group
October 12-13, 2007
Atlanta Leadership Forum
5
OFFICER GOALS
•
•
•
•
•
•
•
•
•
•
•
•
•
National President
EVP- Operations
EVP- Professional Development
EVP- Membership
EVP- Finance
EVP- Communications
EVP- External liaison/Community Outreach
EVP- Historian
Regional President- West
Regional President- East
Regional President- Southwest
Regional President- Southeast
Regional President- North
October 12-13, 2007
Atlanta Leadership Forum
6
National President
Raul Rios
•
•
•
•
•
•
•
•
•
•
Follow up and ensure implementation of Randall Stephenson’s commitments
of support to HACEMOS in the areas of:
– Educational Scholarship matching program (Technical and Vocational)
– Refine Mentoring Circles program- Leadership Identification
– National High Tech Day- Volunteering Paid Time
– National High Tech Day Funding
– Opportunity for HACEMOS to provide feedback on diversity to national
magazines before publishing of article
Ensure HACEMOS follows through with its commitments to our corporation
Further Enhance ERG partnership (include two major ERGs at Nat. Conf.)
Enhance 501c3 processes
Expand National Mentoring Circles
Enhance relationship with members of Hispanic Advisory Panel
Expand High Technology Day
Expand internal and external partnerships (representing HACEMOS at
events)
Grow ERIC referral promotion
Continue and strengthen relationship with AT&T Foundation
October 12-13, 2007
Atlanta Leadership Forum
7
Raul Rios…cont.
•
•
•
•
•
•
•
•
•
Support two national charities
Seek out elections enhancements- consider outsourcing function
Continue relationship opportunity with workforce diversity and human
resources for member job opportunities
Promote HACEMOS involvement in Workforce Diversity programs
Support NEB officers in their goal attainment
Ensure Chapters receive the required support to attain their goals
Meet with corporation top leadership at least once per board term
Have the leaders of the top 2 ERG organizations attend our National
Confererence
Work closely with workforce diversity manager
October 12-13, 2007
Atlanta Leadership Forum
8
EVP- OPERATIONS
Steven Estrada
•
•
•
•
•
•
•
•
Manage, Operationalize and Implement HACEMOS’ Operations/Business
Plan
Survey the Membership to better serve HACEMOS members
Interface with Corporate Leadership to Demonstrate HACEMOS’ Value
Proposition to AT&T
Increase scope of High Technology Day Event
Host calls with Chapter VP-Operations
Support communications tools, such as the newsletter, to engage and keep
the membership informed and educated on our goals and progress.
Attend workforce diversity/JDC calls and update NEB on ongoing
discussions
Provide parliamentary guidance in meetings
October 12-13, 2007
Atlanta Leadership Forum
9
EVP- MEMBERSHIP
Louis Morales
•
Public Internet Credit Card Payment Processing (Testing Now!)
– Get at least 60% of our chapters online with a public internet site for
credit card processing of membership payments and
donations/sponsorships
– Provide the ability for chapters to accept credit card payments for local
events
•
Public Internet Site for Chapter Announcements (Starting Now)
– Provide an avenue for chapters to place their event
flyers/announcements on the public internet
•
New Membership Campaign (June ’08)
– May include a New HACEMOS Logo (Depending upon what the
membership decides)
– Focused effort towards gaining HACEMOS members outside of familiar
call center and sales environment.
– Includes the development of a business case seeking company funding
to provide newly branded items in association with 2008 new member
signups
October 12-13, 2007
Atlanta Leadership Forum
10
Louis Morales…cont.
•
Streamlined Membership Database & Process (Starting now!)
–
Introduce a simpler membership database with a streamlined new
member application process
–
Requires commitment from Chapters to get the transition done –
seeking at least 60% chapters implementation by June, 2008.
–
This is estimated to enable HACEMOS to renew 90% of last year's
members and add 15-20% new members for 5% - 10% member
growth
–
Membership Magazine Subscriptions
–
Make sure all members receive subscriptions to Hispanic Business,
Latina Voz, and possibly others
–
Chapters must do their part and provide member addresses in
conjunction with the new streamlined database
October 12-13, 2007
Atlanta Leadership Forum
11
EVP-Communications
Waleska Hiraldo
National Web Site
•
Oversee the maintenance and enhancements to the national web-site.
•
Encourage more chapters to create their local websites and link them to
the national website
National Newsletter
•
Encourage Chapters to create regular newsletters/flyers
Elections
•
Monitor all Local and National elections
October 12-13, 2007
Atlanta Leadership Forum
12
Waleska Hiraldo….cont.
Informers
•
Submit articles to News Now highlighting national activities (HACEMOS
Day, High Tech day, etc)
Meet with Chapter VP Communications
•
Meet with Chapter VP Communications on a monthly basis
October 12-13, 2007
Atlanta Leadership Forum
13
REGIONAL PRESIDENT- EAST
Rod Castillo
•
Above the Target Mark
– Reunite the East region by opening all the communications channels
(regular meetings, visit, newsletters)
– Alleviate in some way the chapter officers' work, communications and
events/programs
– Enhance the relationship between NEB with the East region
– Initiate in some chapters and promote in others the existing National
Mentoring program
– Help/Lead NJ Chapter with their first Golf tournament and share with
other process/experience
– Increase membership by helping to reactivate New Haven chapter and
adding new chapters to the region such as NY and North NJ
October 12-13, 2007
Atlanta Leadership Forum
14
Rod Castillo…cont.
•
•
Below the Target Mark
– Host the next HACEMOS Fall Leadership Conference ( In case NJ is
selected )
– Initiate and promote the ERIC program in some chapters ( may not be
available everywhere)
– Create the first East Regional Conference at Atlantic City - NJ (Funding
issues)
Input into a Regional Newsletter composed by all 5 Regional Presidents
October 12-13, 2007
Atlanta Leadership Forum
15
REGIONAL PRESIDENTSOUTHWEST
Laura Alvarado
•
•
Chapter Reactivation/Activation:
– El Paso: Recently dissolved, but will work to reactive
– Amarillo: previous officer from Lubbock is now in Amarillo and wanting
to discuss activation
– Rio Grande Valley (RGV): Continue to work towards activating their own
chapter. (Satellite possibility)
Increase current membership
– Increase across the board definitely by covering National Membership
Goals and gaining commitments from Chapter Presidents & Membership
VP’s
October 12-13, 2007
Atlanta Leadership Forum
16
Laura Alvarado…cont.
•
•
•
•
•
•
Increase partnership with ERIC and MAP teams
– Maximize the opportunities to support ERIC and MAP events and
encourage members to utilize the HACEMOS Event code established for
tracking.
– Will ask for monthly feedback/updates from Chapter Presidents
– Provide ERIC/MAP personal contacts within the different areas
Encourage and provide assistance in each chapter to begin a local
Mentoring Circle or to join an existing one.
Become more involved with each chapter and keep them abreast of all
HACEMOS matters. –Hold conference calls, emails, news updates.
Kick off at least one mentorship circle in my region
Provide resources and assistance in Professional & Leadership Development
Input into a Regional Newsletter composed by all 5 Regional Presidents
October 12-13, 2007
Atlanta Leadership Forum
17
REGIONAL PRESIDENT- NORTH
Sofia Cornejo
•
Increase HACEMOS membership for the North Region.
– Partner with local leadership and management teams to recruit mobility
employees, field technicians and customer service representatives.
– Distribute membership survey and analyze decreasing membership
trends.
– Coordinate with local chapter boards to create action plan based on
survey results.
– Setup quarterly membership meetings with local chapter boards.
– Setup quarterly membership drives at various AT&T locations.
•
Chapter Activation/Reactivation
_
Saginaw, Mi. – Pending updates
_
Milwaukee, Wi.- Demonstrated interest in Chapter activation. Need to
meet with interested parties to discuss possibilities.
October 12-13, 2007
Atlanta Leadership Forum
18
Sofia Cornejo…cont.
•
External Efforts
_
Strengthen relationship with external Hispanic organizations
as a means of increasing our networking opportunities.
(NSHMBA, SHPE, HACE, etc.)
_
Partner with external affairs, ERG’s and the MAP team to
increase HACEMOS presence at local events.
•
Coordinate at least two mentoring circles for each chapter in the North
region.
Increase scholarship fundraising efforts and award three scholarships by
close of fiscal year.
Input into a Regional Newsletter composed by all 5 Regional Presidents
•
•
October 12-13, 2007
Atlanta Leadership Forum
19
REGIONAL PRESIDENT- WEST
Daniel Martinez
MEMBERSHIP
• Meet and exceed the West Region goal of 495 members through
accountability and focus on each chapter’s membership goal
• Activate Inactive Chapters
– Oakland, SF/Bay Area, San Jose
– Reno
• Develop a strategy with EVP-Membership to recruit AT&T Mobility Store
Employees (previously Cingular) – recruiting opportunities for every chapter
in West Region
• Provide HACEMOS Benefits brochure to every chapter in the West
EMPLOYEE
• Promote and increase the Mentor Program participation in the West by
kicking off at least 3 mentorship circles
• Establish or continue partnership with CWA to provide AUTS workshops for
Union/HACEMOS members
CORPORATION
• Increase partnership with MAP Teams
• Continued participation in ERIC
October 12-13, 2007
Atlanta Leadership Forum
20
Dan Martinez..cont.
COMMUNITY
• Encourage Chapters to look for opportunities to partner with and support
other ERG’s, Pioneers, CWA and external community organizations
• Encourage, provide resources and support all chapters’ scholarship
fundraising efforts
FUNDRAISING
• Continue partnership with SWA for airline tickets opportunity drawing for
NEB General Fund
• Continue to work with National Conference Committee to solicit ads for
Conference Program
WEBSITE
• SPOC with National Webmaster for overseeing the maintenance and
enhancements to the National Website
• Keep website updated with documents related to national events
• Work with EVP-Historian to create Calendar of Events
• Input into a Regional Newsletter composed by all 5 Regional Presidents
October 12-13, 2007
Atlanta Leadership Forum
21
REGIONAL PRESIDENT- SOUTHEAST
Isabella Cheesewright
COMMUNITY
• Encourage the Atlanta Chapter to look for opportunities to partner with and
support other ERG’s and external community organizations
• Encourage the Atlanta Chapter to continue volunteering in the community
• Develop and execute a plan of action to open more chapters and increase
the visibility of HACEMOS in the following states FL, KY, AL, LA,TN, MS, SC
and NC
• Promote HACEMOS Membership drives within all Southeast Region States.
• Encourage, provide resources and support all chapters’ scholarship
fundraising efforts
• Encourage the Atlanta Chapter to continue support of Mentoring Circles and
Mentoring Programs and focus on uniformity of both programs
October 12-13, 2007
Atlanta Leadership Forum
22
Isabella Cheesewright…cont.
FUNDRAISING
• Encourage the Atlanta chapter to host fund raising events to promote the
growth and development of the chapter
WEBSITE
• Submit new ideas and suggestions for website enhancements
NEWSLETTER
• Input into a Regional Newsletter composed by all 5 Regional Presidents
October 12-13, 2007
Atlanta Leadership Forum
23
EVP-EXT. LIAISON/COMM. OUTREACH
Isabel Cabrera
•
•
•
•
•
•
•
Partner with Corporate External Affairs to identify Latino national events
sponsored by AT&T and obtain free registrations for HACEMOS
representatives in 2008 and beyond
Provide Corporate External Affairs with assessment of the value of Latino
community organizations as needed
Attend corporate sponsored events to enhance HACEMOS relationship with
AT&T external affairs and diversity representatives
Pursue partnerships with external Latino organizations to benefit our
events, (e.g., High Technology Day, annual conference, etc.)
Partner with external organizations to benefit our members in the areas of
external jobs, professional development and sales opportunities (ERIC)
Maintain professional relationship with external Latino leaders of prominent
national organizations to promote the HACEMOS & AT&T names within our
communities and seize opportunities
Foster professional relationship with Latino affinity groups to benchmark,
share best practices and seek opportunities for partnership
October 12-13, 2007
Atlanta Leadership Forum
24
EVP- HISTORIAN
Olivia Urbina
•
•
•
•
•
•
•
•
•
Work with the webmaster to build a website and links that include Chapter
Rosters, Calendar of Events, Volunteer Hours, Chapter Accomplishments
and Chapter Newsletters
Encourage and assist VP-Historians in building and maintaining Chapter
albums, awards, photographs, company publications and community
involvement information
Encourage VP-Historians on showcasing and recognizing chapter members
by sharing with NGB all chapter "Best Practices"
Support/Adopt two national Charities at the National/NGB level
Promote the footprint of HACEMOS in the AT&T region
Provide a Parliamentary procedure refresher with all chapters
Update the member highlight for each region on a quarterly basis
Work with the workforce diversity group on requested volunteer hours and
accomplishments data as requested
Will track potential charity candidates for CARES submission (2008)
October 12-13, 2007
Atlanta Leadership Forum
25
OFFICER GOALS
EVP- PROF. DEVELOPMENT
Delia Hernandez
• Implement HACEMOS Mentoring Program
– Provide training to all Chapters/Regional Presidents
– Provide coaching to Chapters Mentoring Contacts and Regional
Presidents
– Identify mentors
– Create metrics
• Provide Professional Development Workshop Opportunities
• Identify Stankey Organization Job Openings
– Create Process in tracking HACEMOS nominations, interviews, hires
• Assist San Antonio in identifying workshops for National Conference
October 12-13, 2007
Atlanta Leadership Forum
26
Mentoring Program Status
•
•
•
2007-08 Participating Members: 29
2007-08 Participating Chapters: 4 (Fresno, Orange County, San Diego, San
Ramon)
Next Steps:
– Expand Mentor Circles
• Determine if more members are interested in participating
• Regional Presidents to canvass chapters once again
– Provide general information to Mentors about program - complete
– Train Chapter Mentoring Program Contacts – complete
• Additional Training Opportunity Scheduled for October 16, 2007
– Kickoff Circles – October 2007
October 12-13, 2007
Atlanta Leadership Forum
27
Professional Development
Workshops
•
Provide workshop at 2007 Fall Leadership Forum
– Social Styles – Bruce Brenizer, AT&T Training Instructor
•
Provide workshops in 4Q ’07 (Dec.) and 1Q ’08 (Feb.) choosing from the following:
–
Career Development Overview – Career Center website: (Live Meeting - 1 hr)
 Career Options – Self Assessments
 Writing Effective Accomplishment Statements for resume writing.
 Interviewing effectively for the next job.
 Networking, an ongoing process.
 Mentoring support in an growing industry.
 Interactive articles and other resources.
–
Managing Change and Developing Resiliency
(Live Meeting - 2 hours)
 Anticipate how individuals will respond during change.
 See change for what it is - a normal, natural part of life and work.
 Take specific steps that will make it easier to progress through the change process.
 Develop resilience skills in order to recover quickly from the effects of change.
–
Managing Cross Generational Workforce (Live Meeting - 1 1/2 hours)
 Learn about key events that shape the workplace attitudes and values of the four
working generations: Veterans, Boomers, Generation X & Generation Y.
 Brainstorm possible techniques for effective communication and motivation.
October 12-13, 2007
Atlanta Leadership Forum
28
Stankey Org. Job Openings
•
Background:
•
Status:
– Job openings were being provided by HR to HACEMOS. However, positions were
outdated due to number of days posted in Career Path.
– Met w/ HR Support and Staffing to determine way to identify Career Path openings for
the AT&T Operations Support (AOS) organization.
–
Job types for AOS:
• Information Technology, Project Management, Quality Process & Metrics, Research,
Internet, Research Technical/Development, Engineering, Sales Ops., Engineering
Support, Network, Network Engineering
•
•
Top IT Job Titles:
•
– Business Manager (2nd level)
– Sr. Technical Architect,
Technical Architects (2nd level)
– Sr. Project/Program Managers
(2nd level)
– Developer, Sr. Developer (2nd
level)
Top Non-IT Job Titles:
– Sr. Quality/M&P/Process
Manager
– IP Operations Systems Manager
– Manager U-verse Operations
– Area Manager
Next Step:
– Create process for tracking HACEMOS members going through career path process.
October 12-13, 2007
Atlanta Leadership Forum
29
EVP- FINANCE
Jesus Fernandez
•
•
•
•
•
•
•
•
Receive full control of books
Complete and receive approval for 2007-2008 Budget
Establish timely flow of receipts, reimbursements and expenses
Communicate ongoing financial status with organization
– Produce a quarterly budget progress report
Work with CPA to Return Fine
Renew Audits (ensure financial uniformity across HACEMOS)
Review potential safe investment vehicles for HACEMOS funds
Track YTB (Your Travel Business) investment progress
October 12-13, 2007
Atlanta Leadership Forum
30
Jesus Fernandez- cont.
•
Establish regular finance calls
– Fund raiser reporting
– Chapter Balance Sheets
– Fund allocation
– Scholarship balance
– General Questions
– Support new VP-Finance leaders in assimilating to finance process
October 12-13, 2007
Atlanta Leadership Forum
31