Transactional PEX Network Kick Off Meeting

1. Transactional PEX Network Kick Off Meeting 29th July 2104

2. Agenda Network Background – Andrew Brief Introductions Expectations of ‘Transactional PEX Network’ Brag and Beg – 2 or 3 points from each company Agree “Hot Topics’ List & network “streams” Agree standing agenda Select Topic & Leader for Next Meeting Portal on Process Insight website Agree dates for next meeting (Sep, Dec, Mar, Jun)

3. Brief Bio – Suzy Jearum

4. Brief Bio – David Smith

5. Brief Bio – Vikas Joshi

6. Brief Bio – Roberta Whyte

7. Brief Bio – Chris Green

8. Brief Bio – Mark White

9. Brief Bio – Justina Hayes

10. Brief Bio – Andrew Ruddick

11. Transactional PEX Network – Quad of Aims

12. Principles & Approach • Quarterly sessions ( 2 hours ish) • Dates set annually • Initially teleconf • Perhaps move to face to face over time if participants want • Each session has defined topic • Outline Agenda • Topic input from participant who takes lead in session preparation • Followed by • discussion and sharing • Session Round up - Pulling together of key observations & findings • Selection of topic and session leader for next session • Relevant topics identified, prioritised& selected by network participants themselves

13. Expectations Of Network Discussion

14. Brag & Beg – Coca Cola BRAG • 2 to 3 PEX topics that you/your company do well where you would like to share more information with the PEX Forum • Continuous Improvement leveraging new technology to improve efficiency and the employee experience • Employee improvement suggestion scheme (Ideas 2 Action) • Reduced hours spent running manual HR reports by 70% by implementing Query Manager • Created a Shared Service Centre for Finance and HR BEG • 2 to 3 PEX topics which are new to you/your company and you would like to discuss in the forum to get some help and find out best practice • Business Process Management • Employee Experience • Predictive Analytics • Stabilisation of a Shared Service Centre

15. Continuous Improvement & Integration Framework Coca Cola Our Mission To drive and enable the delivery of excellent HR customer experience throughout the employee lifecycle Our Core Activities Project Management – Continuous Improvement – Advising & Consulting – Integration Our Skills & Tools Lean Six Sigma – Project Management – Facilitation – Data Analytics – Share Best Practice – Change Management Linking our activity to the business and HR strategy • How we enable key HR capabilities and profiles • HR Capabilities • Align organisations to CCE vision and change • Deliver high quality HR service • Accompany changing ways of working • HR profiles • Data Analyser – Strategic Planner – Enterprise-wide thinker – Consultant – Facilitator – Communicator • How we enable the Operating Framework • Values: Customer-focused, accountable, team-driven • Executional Excellence is our raison d’être • CRS: digitise, automate, 5S • Cross-system best practice sharing • How we enable the HR Strategic Priorities • Building our Talent Pipeline • Strategic Workforce Planning • Develop Our Capabilities • Insights, Intelligence and Analytics • Results & Outcome focused • Motivate our Team • Evolving and Progressing EVP • Build the Right Environment • Futuristic Thinking & Leading • Enterprise-wide Mindset

16. Brag & Beg – Roberta Standard Life BRAG • PEPE – Process Excellence Practitioner Event • Local improvements BEG Not new to me but interested in hearing what others do. • Getting improvement ideas and managing them from the masses. • CI champions – good or not so good?

17. Brag & Beg - Chris Green EDF BRAG • Still starting up, but have had some good results around continuous improvement in some of our teams BEG • Tracking of benefits across company • Developing a culture of continuous improvement at senior leader level

18. Brag & Beg – Mark White RBS BRAG • We won the Chief Executive Quality Award at Rolls-Royce 2 years in a row whilst I was the Business Improvement Manager. • At RBS we designed, piloted and deployed lean to 2200 Branches. • We are deploying Global Process Management Human Resources across UK, India, Asia and Europe • Used VoC gather from over 300 staff across UK, India, Asia, Europe and US to influence the implementation of a major Human Resources system transformation BEG • How do we establish best practice for good Process Management and what is the industry benchmark • Being in HR it is the perfect area to weave good CI Behaviours into the fabric of the organisation, whats the best way to do that ? • Everyone talks about that senior leadership behaviours need to change, but how do you really change behaviour in successful people. It does not work to just rock up and tell them to change behaviours that have made them successful.

19. Brag & Beg – Justina Hayes RBS BRAG • Implementing process management within HR – 2 year programme and on the home straight, challenging but hardwork is now starting to pay off! BEG • Establishing process measures within HR or any organisation. • Getting Senior Management engaged in Continuous Improvement.

20. Possible Topics • Just a starter for 10 • HR as a service - Who are the “customers” for HR and how should this drive process design • Finance as a strategic enabler – linking Finance improvement to business strategic drivers • Engaging business leadership in transactional process improvement • Top 5 challenges in Lean HR and how they can be addressed • What are the key KPIs to drive Finance improvement • Exploiting Big Data in HR • Where is the innovation in HR & Finance processes? • PEX & HR …oil & water or gin & tonic?

21. Next meeting What topics to discuss at next forum? Standing agenda items Meeting organiser and chair Date and Location Process Insights portal