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Succession Planning (SP) and the Role of Training Managers. Jodi Traversaro Board of Equalization. “If your unit is always running in crisis mode, only surviving on the heroic efforts of great staff, then you know you are in trouble.” -Cynthia Guest, PMP. Agenda.

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Succession Planning (SP) and the Role of Training Managers


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    1. Succession Planning (SP) and the Role of Training Managers Jodi Traversaro Board of Equalization

    2. “If your unit is always running in crisis mode, only surviving on the heroic efforts of great staff, then you know you are in trouble.” -Cynthia Guest, PMP

    3. Agenda • Succession Planning (what, who, why and how) • Board of Equalization’s Approach • Role of the Training Manager • Resources

    4. Succession Planning • What is Succession Planning • Who is Affected?

    5. Succession Planning • Why is Succession Planning Necessary • How to Handle Succession Planning in Civil Service • Legal and Organizational Culture Considerations

    6. Before you Begin • Cultural Necessities • Valuing Employees • Shift from Hierarchical, Process-Oriented, “Siloed”, Internally Focused Culture • Strategic Plan, Mission and Goals, Training Linkage

    7. Other Recommended Necessities • Competencies and Training Defined • Recruitment/Retention Program • Examination Process Linkage • Orientation Program • Technical Training Addressed • Upward Mobility Program • Career Paths Defined • Individual Development Plan Process • Leadership Program

    8. How to Begin Implementing • Executive Sponsorship • Identification of the Problem Using Sound Data • Assessing the Potential Vacancies • Identifying “Critical” Vacancies and Associated Core Competencies • Assessing the Interest, Availability and Readiness of Current Staff/Candidate Pool

    9. Role of the Training Manager • Addressing the Competency Gap • Knowledge Transfer

    10. Knowledge Transfer

    11. Measuring Knowledge Transfer • What you need to measure • How are you going to collect and analyze the measures • What do the measures tell us and how should we change • Technical vs. Soft Skills

    12. Other Benefits from SP • Career Development Integration • Flattening of the Organization • Cross Training means Flexibility • Job Matching and Opportunities • Better Customer Service • Better Management of Resources

    13. Board of Equalization Initiatives • Organizational Health Survey • Training Program as a Direct Report • On-Site Upward Mobility Courses • Intranet • Training Needs Assessment • Recruitment and Retention • Blended Training Solutions

    14. Resources • State of New York http://www.cs.state.ny.us/successionplanning/ • US General Accounting Office www.gao.gov/cgi-bin/getrpt?GAO-04-127T • William Rothwell – Books on Succession Planning • California State Library-Journals and Articles Vera Nicholas • Sacramento Area Organizational Development (SAOD) Pamela Dungan, CSU Sacramento • Washington State Department of Personnel

    15. Leadership Training • Intergovernmental Management Training (IGMT) • California Leadership Institute • Specific classes, seminars, retreats • ANY TO ADD?

    16. Questions?