CSD in PET - VicLawrence

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Transcript CSD in PET - VicLawrence

Human Resources:

The Strategic Business Partner!

Strategic Human Resources

Transforming HR from a personnel function to a Strategic Business Partnership 

Introduction: Why SBP

The new HR

4 Concepts

SBP Accountabilities

• 3 Kinds of Work • The Need Hierarchy • Business Needs/Performance requirements • Who to Partner with • Build Client Partnerships ACT • Identify and Partner to Support Strategic Projects • Influence Business Strategies & Direction Highly Restricted

Introduction

A Look Back

Before 1970s Next 25 years Millenium Next 25 years

Personnel Department Maintain employee records and information Respond to what is urgent Name change from Personnel to Human Resources People issues to manage became more complex Need to “protect” workers regarding health, safety, pay and benefits – Employee Advocate HR Functions broadened – OD, Change Mgt.

Changing times change – environment becoming more complex, competitive, challenging Retaining and optimising talent, managing organisational Technology, outsourcing Operate more strategically and operationally Optimise workplace performance to maximise results of the organisation Perceived value and results Highly Restricted

Introduction

Why We Hate HR

“In a knowledge economy, companies with the best talent win. And finding, nurturing, and developing that talent should be one of the most important tasks in a corporation. So why does human resources do such a bad job - and how can we fix it?” Keith H. Hammonds Highly Restricted

Why Strategic Business Partnering?

SBP are people who work with management to define, align and implement people initiatives to benefit the business

 There is a strong need for the HR function to adopt a more strategic and business like approach  A need to make significant contribution to the bottom line  Gap between what business leaders and employees need from HR and what HR is providing  Partner with middle/senior managers and develop deep knowledge of the business requirements and the challenges these individuals face  SBPs develop ACT – gain Access, grow Credibility and develop Trust  A project focused role where we identify and partner with clients to support strategic projects that directly address one or more business needs  Earn the right to sit at the table with clients – formation of business strategies, integrating and executing people initiatives in support of business plans Highly Restricted

Key Concepts

“I just learned that I am going to be working in the role of a Strategic Business Partner. …What do I do now?”

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Four Concepts – The Strategic HR Approach

1. HR function supports 3 kinds of work

2. The Need Hierarchy – what SBPs discuss with clients 3. Translating Business needs to human performance requirements 4. Determining the client or who to partner with

1. Transforming HR - 3 Kinds of Work 3) Strategic 2) Tactical 1) Transactional

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Transactional Work

Administrative in nature

Order taking manner

Quick turn around

Addresses needs of individuals

Requires providing information or guidance to the individual

– Requests to counsel a supervisor – Requests to fill an open position – Identifying a training program to address a developmental need Highly Restricted

Tactical Work

The many solutions HR offers to achieve a goal – our turf

 

Requires design/delivery of solutions

  Training Recruitment  Organizational redesign  Compensation  Succession Planning

Tendency to be silo’d into solution specialists

Programmable, Resource intensive

Benefits work groups

Usually integrated into a strategic initiative

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Strategic Work

Addresses and benefits business entities and entire organisation

Macro focus and linked to business goals

Long term in scope

Is solution neutral

Requires multiple solutions/tactics –

eg. translating business strategies and goals to human performance requirements Highly Restricted

Strategic Business Partners

  

Partner with leaders …to define & implement people initiatives …for strategic success

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Four Concepts – The Strategic HR Approach

1. HR function supports 3 kinds of work 2. The Need Hierarchy – what SBPs discuss with clients

3. Translating Business needs to human performance requirements 4. Determining the client or who to partner with

2. The Need Hierarchy

What SBPs discuss with clients

Business Needs

– operational in focus, quantifiable, requires multiple efforts, needs/goals for an entity 

Performance Needs

– behaviour on the job, activities done to meet business needs 

Work Environment Needs/Solutions

– infrastructure, work processes, intangibles 

Capability Needs/Solutions

– skills and knowledge the employee needs to perform effectively  Business and Performance needs are the results to be achieved  Environmental and Capability needs are the root causes of non performance  Impacting operational results requires changing people’s performance Highly Restricted

Four Concepts – The Strategic HR Approach

1. HR function supports 3 kinds of work 2. The Need Hierarchy – what SBPs discuss with clients 3. Translating Business needs to human performance requirements 4. Determining the client or who to partner with

3. Business Needs to HPerformance requirements What questions do I ask?

3 types of questions – SHOULD, IS, CAUSE

SHOULD questions identify the business and performance “should’s” or desired state. Business should’s are described numerically, performance should’s are defined behaviourally

IS questions identify what currently exists compared to the should’s. They are current results in quantifiable terms. IS performance describes current behaviour of specific employee groups

CAUSE questions focus on root causes for why people are not performing as required. Factors that may hinder performance once a new initiative is under way.

Should & Is questions translate business needs to performance needs. Cause questions go beyond symptoms to identifying solutions Highly Restricted

The G A P S Model

Go for the SHOULD Identify what is required by the business and from employees Analyze the IS Compare current business results and employee performance to identify gaps Pin down the CAUSES Uncover reasons for the gap – root causes not symptoms Select the right SOLUTIONS Choose solutions to address the root cause, close business & performance gaps Highly Restricted

Four Concepts – The Strategic HR Approach

1. HR function supports 3 kinds of work 2. The Need Hierarchy – what SBPs discuss with clients 3. Translating Business needs to human performance requirements 4. Determining the client or who to partner with

4. Determining the Client / who to partner with Clients have authority or power to make things happen. They own/have accountability for achieving business results

Sustained Clients

Project Clients

Once clients are identified, we need to develop and maintain partnership/collaboration. We need to work to gain access, credibility and trust.

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4. Determining the Client / who to partner with Clients have authority or power to make things happen. They own/have accountability for achieving business results

Sustained Clients

Project Clients

Once clients are identified, we need to develop and maintain partnership/collaboration. We need to work to gain access, credibility and trust.

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Gaps! Map

Business Need: _______________

Go for the SHOULD

Business SHOULD Employee Group: _______________ Performance SHOULD

Analyze the IS Pin Down the CAUSES

Business IS Performance IS Factors External To Organization Factors Internal To Organization

Work Environment Needs Outside the business unit Within the business unit

Factors Internal To Individuals

Capability Needs Select the right SOLUTIONS Highly Restricted

SBP Accountabilities

1. Build Client Partnerships 2. Identify and Partner to Support Strategic Projects 3. Influence Business Strategies & Direction

SBP Accountabilities

Identify & Partner to Support Strategic Projects

 Reframe requests To Identify Strategic Opportunities  Proactively Identify Strategic Opportunities  Implement Strategic Projects

A

ccess

C redibility Influence Business Strategies & Direction

 Contribute to Formulation of Business Strategies & Plans  Integrate HR Strategic Plan and Initiatives into BP  Implement People Initiatives in Support of BP

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SBP Accountabilities

1. Build Client Partnerships 2. Identify and Partner to Support Strategic Projects 3. Influence Business Strategies & Direction

Build Client Partnerships - ACT

Gaining Access to Clients

Determine the strategic decision and gain “face time” – sustain relationship

Gaining Credibility & Trust

Credibility and Trust are gained the old fashioned way…you earn them!

Credibility

The confidence others have in your ability to deliver results. Take actions that impact employee performance & business positively. Accepts responsibility and accountability.

Trust

The confidence others have in your integrity & reliability to achieve results

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Developing Trust

Maintain confidences

Honor commitments

Match words to actions

Act to support organization values

Be a straight shooter

Be a sounding board – listen deeply

Share opinions & perspectives

Keep focus on the big picture

Accept accountability

Avoid blaming others

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SBP Accountabilities

1. Build Client Partnerships 2. Identify and Partner to Support Strategic Projects 3. Influence Business Strategies & Direction

SBP Accountabilities

Identify & Partner to Support Strategic Projects

 Reframe requests To Identify Strategic Opportunities  Proactively Identify Strategic Opportunities  Implement Strategic Projects

A

ccess

C redibility Influence Business Strategies & Direction

 Contribute to Formulation of Business Strategies & Plans  Integrate HR Strategic Plan and Initiatives into BP  Implement People Initiatives in Support of BP

T rust

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The Logic Used To Identify Strategic Opportunities

“We influence more by what we ask than what we tell”

Asking the “Right” question “Right” Highly Restricted

Preparing for a Reframing Meeting

3) Prepare opening question 2) Prepare questions 1) Develop a GAPS! map

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Gaps! Map

Business Need: _______________

Go for the SHOULD

Business SHOULD Employee Group: _______________ Performance SHOULD

Analyze the IS Pin Down the CAUSES

Business IS Performance IS Factors External To Organization Factors Internal To Organization

Work Environment Needs Outside the business unit Within the business unit

Factors Internal To Individuals

Capability Needs Select the right SOLUTIONS Highly Restricted

Preparing for a proactive conversation –

OPENING

     

Purpose of meeting Benefits to client Benefits to you Agenda Confirm time Confirm business goals

(measures, challenges, employee gaps critical to achieving goal) 

Ask the right questions

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Proactive Conversations

Focus On Outcomes Not Activities

Activities

solutions

Outcomes

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Proactive Conversations

Suppose that happens, how would you know you have succeeded?

I would know when….

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Workflow Process for Strategic Projects

Phases Proactively Identify Strategic Opportunities Respond & reframe requests Partnership

Strategic or tactical Solution?

The Should, Is, Cause Report & Agree Solutions Plan Solution Implement Solution Measure & Report Results

Assessment Implementation Measurement

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Core Behaviours

During the meeting…

Have a proactive conversation

Restate & summarize – Connect the dots

Deep drill key issues

Identify real need and desired results

Cash in on what is unknown

Push back when the client’s solution is inappropriate

A request for a solution becomes a situation to be explored

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SBP Accountabilities

1. Build Client Partnerships 2. Identify and Partner to Support Strategic Projects 3. Influence Business Strategies & Direction

SBP Accountabilities

Identify & Partner to Support Strategic Projects

 Reframe requests To Identify Strategic Opportunities  Proactively Identify Strategic Opportunities  Implement Strategic Projects

A

ccess

C redibility Influence Business Strategies & Direction

 Contribute to Formulation of Business Strategies & Plans  Integrate HR Strategic Plan and Initiatives into BP  Implement People Initiatives in Support of BP

T rust

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Business Knowledge

Successful SBP’s think like a business person

Balance

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What SBP’s Need to Know

Organization

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The Business Model Operational Metrics Balance Sheet Strategic Plan Core Processes Values & Culture Customer Profile Competitors

Industry

The Market Place

Key Players

Differentiators

Industry Forces

Compliance

Market Segments

Global Factors

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HR Knowledge

Foundational Competence

Talent Selection & Recruitment

Development & Retention

Career Management

Succession Planning

Compensation & Benefits

Working Knowledge

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HR Knowledge

Second Level Competence

Change Management

Consulting Model & Skills

eHR Systems

Human Performance Technology (HPT)

Organizational Development

Understand Principles

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Apply Business & HR Knowledge

Deliver on commitments

State the financial business case

Connect all dots

Transcend the HR perspective

Share accountability for results

Be objective in discussions

Challenge inappropriate actions

“Underpromise” & “Overdeliver”

Deliver on time & under budget

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Summary

Making the SBP Role Real

         HR needs to be more strategic and integrated in the business Build partnerships based upon credibility and trust This provides opportunities to identify and support projects directly aligned with business goals Enables HR to form long range business strategies and plans Enables HR create and implement people initiatives that link into and support the business strategies and plans HR as SBPs requires the use of a mental model as a guide There are 4 concepts integral to this mental model and critical to our success as SBPs SBPs demonstrate competence through their questioning of clients, knowledge of the business and ability to translate business needs into performance requirements and people initiatives Being a SBP will mean changes for the entire HR function

“Despite the growing pains, the future of HR is phenomenal” Dave Ulrich

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Dana Robinson Jim Robinson

Partners in Change, Inc., founded in 1981, is a research-based consulting firm led by Dana Robinson and Jim Robinson.

The Robinsons are renowned leaders in aligning people strategies with business goals. Highly Restricted