Meeting notes for the PSC - DELETE

Notes:• This slide deck should be incorporated into the full Generic

Kickoff Presentation document in place of the <MODULE SPECIFIC CONTENT> Slide.

Delete this page and the Revision History Page (next page)

Revision History - DELETE

Version Author Change

2008-03-12 Kara Blumberg Initial version with ULTRA updates (used 1020_CDP_Kickoff_Presentation_2007-03-08.ppt as baseline)

2008-04-04 Cathy Florian Added LMS slides

2009-10-02 Permanand Singh Updated PPT template

20011-06-06 Permanand Singh Updated PPT template

<CUSTOMER>

CAREER DEVELOPMENT

PLANNING

(CDP)

Kick-Off Meeting

<PSC><DATE>

4/19/2011© Copyright 2011. All rights reserved.

Current and Future States

• Goal of this section is to understand key components of Career and Development Planning at [company name]

• To the extent it is useful, we will review the current process

• The ultimate goal is to define the future process at a sufficient level of detail to take a first pass at configuration

• The business process documentation that can emerge from this exercise can be used as a key component of testing and training plans

Building Blocks

CDP provides tools & opportunities for:

• Personal growth– Take on development activities that are relevant and actionable– Ensure follow-through on development plans

• Career planning– Identify job roles that are of interest– Research the competencies & skills necessary to do those jobs well

• Correctional measures– Remedy competency gaps with time-bound development plans

• Developing internal succession candidates– Link to development plans and career notes from succession

planning

Who benefits from CDP?

Employees benefit from personal development, career planning, and job satisfaction

Managers benefit from having standardized methods to put their reports on the right track

Employer benefits from:• Reduced turnover

• Increased productivity

• Workforce skills aligned with company needs

• Improved bench strength for management & leadership positions

Bottom line impact + Sustainable competitive advantage

Development Plan/Competency Configurations

Define Development Plan fields and permissions

Determine if a Form will be created to manage Development goals/objectives

Linking Development Goals to Competencies

Required

Linked to job role

Define labels

Development Plan Fields and Actions

Displays the hierarchy providing users with a view of goals up and down the organization

Private or Public Display of goals

Goal Action (by permission)

Actions – edit, indent to another user’s goals (by permission)

Importing Development Content

There are two elements in defining development content: the Catalog of Learning Activities and the Mapping of Learning Activities to Competencies

Both import file formats are CSV and have required column and header rows

Catalog of Learning Activities format:Column Name Comments GeoLearning data

1 ENTRY_TYPE Valid options: “LACatalog”, “LearningActivity” See sample

2 GUID Customer-supplied unique identifier for each record CourseID

3 LOCALE Valid options: “en_US”, “en_FR_SF”, etc. Always en_US

4 ENTRY_NAME Name of activity. Displayed in the list view. CourseName

5 PARENT_ENTRY_ID Must reference the GUID of the parent record. For LearningActivity records, these should reference a LACatalog record.

See sample

6 FIELD1 Supports long text descriptions. Summary

7 FIELD2 Max length: 1000 chars. Duration

8 FIELD3 Max length: 1000 chars VendorName

9 FIELD4 Max length: 1000 chars [blank – future use]

10 FIELD5 Max length: 1000 chars. [blank – future use]

11 FIELD6 Max length: 1000 chars. URL for activity launch (if applicable) would typically go here.

URL

12 ACTIVITY Type of activity. Examples: “ILT”, “OLT”, etc. TypeOfCourse

13 ACTIVE 1 (active) or 0 (inactive). Only active learning activities will be displayed in the catalog view.

IsActive

14 EDITABLE 1 (editable) or 0 (read-only). Refers to ability of end-users to modify learning activities once they are inserted into their development plans.

Always 0

Importing Development Content - continued

Column Name Comments

1 COMPETENCY_ID The GUID from the competency library.

2 ENTRY_ID The GUID of the learning activity record.

3 ENTRY_TYPE Always “1”

Mapping of Learning Activities to Competencies

Development Plan Roles

Role (green = most commonly used)

Description

E Employee (self)

EM Employee’s Manager

EMM, EMMM, EM+ Employee’s manager’s manager, and up the chain, all management above E

EH Employee’s HR Rep

EX Employee’s Matrix Manager

ED, EDD, ED+ Employee’s Directs, and down the chain

EMD Employee’s Manager’s Directs, in other words, the employee’s peers

OP, OC Employee’s goal Parent, goal Child

F Form Reviewer

* Everyone!

Development Plan Field Permissions

TGM Feature Employee Manager Managers up the hierarchy

Direct report (ED)

Peers (EMD)

Anyone reviewing the PR form or

HR

Name Read/Write Read/Write Read Read Read Read

Description Read/Write Read/Write Read Read Read Read

Start/Due Dates

Read/Write Read/Write Read None None Read

Status Read/Write Read/Write Read None None Read

Learning Activities

Read/Write Read/Write Read None None Read

Comments Read/Write Read/Write Read None None Read

Permissions to read/write to specific fields of the Employee’s Development Plan:

Development Plan Action Permissions

CDP Feature

(access to an employee’s goal)

Employee Manager EM+ Subordinate ED only

Peer (EMD) HR Rep (HR+)

Anyone reviewing the CDP form

View public goals

View private goals

X X X

Make goals public/private

X X X X X

Create goals X X X X

Delete goals X X X X X

Permission to perform actions on the Employee’s Development Plan:

Career Worksheet Configuration

The Career Worksheet allows users to view and save job roles, to gain an understanding of the development effort required to move into a future role.

Each role on the worksheet shows the job code, description, and competencies required (as defined in Families & Roles).

It can also display a gap analysis for each competency, comparing the last rating of record recorded for the employee with the expected rating for that role.

LMS Integration

Meeting Wrap Up