organisation? 10 minutes I f a n i n d i v i d u a l w e r e t o d e p a r t f r o m t h e o r g a n i s a t i o n , h o w l o n g w o u l d it t a k e t o t r a i n a n e w e m p l o y e e t o t h e s a m e l e v e l o f If a p o s i t i o n w a s t o b e c o m e v a c a n t , h o w w o u l d t h i s i m p a c t y o u r proficiency? 1 S c e n a r i o 3: In y o u r F i n a n c i a l M a n a g e m e n t T e a m y o u h a v e 4 F i n a n c e B u s i n e s s P a r t n e r s . E a c h F i n a n c e B u s i n e s s P a r t n e r is r e s p o n s i b l e f o r a s s i s t i n g 2 m a j o r areas within your organisation. T h e T e a m has been encouraged to w o r k a u t o n o m o u s l y throughout the year and only w o r k s collaboratively during t h e e n d o f f i n a n c i a l y e a r p r o c e s s . O n e F i n a n c e B u s i n e s s P a r t n e r h a s b e e n s u c c e s s f u l in o b t a i n i n g a s e c o n d m e n t to w o r k o n a project for 1 2 m o n t h s . H o w w o u l d y o u classify t h e criticality of this r o l e ? W h y did y o u r e a c h this c o n c l u s i o n ? S c e n a r i o 2: Y o u r C o m m u n i t y E n f o r c e m e n t Officer h a s d e c i d e d to retire f r o m the organisation after 2 5 years. T h e E n f o r c e m e n t T e a m currently h a s 1 0 E n f o r c e m e n t O f f i c e r s a n d is l e a d b y a S e n i o r C o m m u n i t y E n f o r c e m e n t Officer. T h i s staff m e m b e r h a s b e e n e m p l o y e d in s e v e r a l different p o s i t i o n s within the E n v i r o n m e n t a l S t a n d a r d s D e p a r t m e n t , including a range of administrative positions, working a s a ranger, parking officer and continuing to their current role. H o w w o u l d y o u classify t h e criticality of this r o l e ? W h y did y o u r e a c h this c o n c l u s i o n ? S c e n a r i o 1: Y o u r S e n i o r P o l i c y A d v i s o r m a n a g e s a t e a m o f 4 P o l i c y A d v i s o r s . E a c h P o l i c y A d v i s o r is r e s p o n s i b l e f o r a d i f f e r e n t f u n c t i o n r a n g i n g f r o m T r a n s p o r t t o E c o n o m i c D e v e l o p m e n t . T h e S e n i o r P o l i c y A d v i s o r is r e s p o n s i b l e f o r t h e r e v i e w a n d a p p r o v a l of d o c u m e n t a t i o n , t h e p r e s e n t a t i o n of i n f o r m a t i o n t o t h e c o m m u n i t y a n d t o t h e C o u n c i l l o r s . T h e S e n i o r Policy A d v i s o r h a s applied for long t e r m leave, for 8 m o n t h s , effective in 4 w e e k s . H o w w o u l d y o u classify t h e criticality of this r o l e ? W h y did y o u r e a c h this c o n c l u s i o n ? Time: T o get you to think Activity: about: T o get y o u t h i n k i n g a b o u t t h e criticality of a role. A c t i v i t y 1A: D e f i n i n g R o l e Criticality Outline: FairfieldCity 20 Time: Business a s Usual Important Critical Define the nature of the role descriptors for your organisation. Activity: minutes T o get y o u thinking a b o u t t h e criticality of a role. Activity 1B: Defining R o l e Criticality Outline: FairfieldCfty 2 Environmental Investigations Community Officer Building Control W o r k Health and Safety Engineering Services Manager Waste Services Work Health and Safety Officer Development Waste Services City M a n a g e r Children's Services Bin Repairer City M a n a g e r Childcare W o r k e r Engineer Finance Group Finance Business Partner Enforcement Strategic Policy and Planning Senior Policy Advisor m 5 x: u c Z o o o <2 n o o o «: 3 •.g « (U Is (0 Z E 0) CO (0 a. a t (0 V o D. t E c 01 o B o c (0 (0 1- O *-* c o 'tf) V) (Q o c o c o O 'S <S) TS 2 \- 3 o o 0) <0 a> o c o 1- 3 Ck_ TO T3 < ct: c 10 in 0) £ S o O > Q v V > a*o E CT Q) £ 5 T3 o i i K UJ 1- a. « c 3 1 c a> re u . ^ 20 Time: minutes A greater understanding of the impact of roles within your organisation and the impact that a n i n c u m b e n t departing the role h a s for your organisation. Outcome: below. Fill t h e t e m p l a t e Activity: risks T h i s activity provides y o u t h e opportunity to profile a range of roles within y o u r organisation a n d to u n d e r s t a n d t h e impacts a n d associated with that role b e c o m i n g vacant. A c t i v i t y 2: R i s k P r o f i l i n g a n d I m p a c t A n a l y s i s Outline: FairfieldCil 3 c 10 0. o i CO — E Q. e « ^ Q, uc J 5E z CD > c c o Role (/) — 0) T 3 I/) O CD o 1 9. y -• m S c Ifl C w 0) •D Branch CD (D 3 3 0) :3 CD (A Q) zj CD •D - n H H Nature of Role Identified Potential Successor C Name c -D C 2. ^ 52. ^ X '< CD D > <t) 3 •D o a. O CD < CD ^ 3 ^ 3 Q) =>' ^ CD Status •D H O Departure Risk ^ ^ ^ < Q. =^ 3 3 01 tu O CD Performance O Potential •D O |-^ CD § i = "D or =!• - n -n O 3 ^ Talent Classification C o n s i d e r for S u c c e s s i o n to Turn / Adaptability H c -6 o 3 > a &> i "a CD cn CD tU - < •D g; R e a d i n e s s for M o v e D e v e l o p m e n t Required to Move o External o 3' Recruitment Flag CD Iti Cfl V> Initiate P e r f o r m a n c e Improvement plan CD 0) Q. 2-T3 o ^ 5 2- 0 3 0 < CO Alternate M e a n s of m e e t i n g role requirements Succession Specific Skill Department: Position: Name of succedent: Succession Specific Skill Department: Position: N a m e of succedent: FairfieldCrty Development Objective Development Objective Branch: Branch: Support Requirements Support Requirements A c t i v i t y 3: D e v e l o p i n g a S u c c e s s i o n P l a n Learning Strategy Grade: Learning Strategy Grade: Time Frame E m p l o y e e #: Time Frame E m p l o y e e #: 5 H o w will 1 k n o w 1 h a v e achieved m y Objective? Pay Point: H o w will 1k n o w 1 h a v e achieved m y Objective? Pay Point: FairfieldCr"y NATURE OF ROLE Critical R o l e T h e r o l e p e r f o r m s a f u n c t i o n t h a t is d e e m e d c r i t i c a l t o t h e o p e r a t i o n a l o u t c o m e s o f t h e department/business unit/branch/service/organisation. T h e a b s e n c e of this role w o u l d s e e a significant n u m b e r of tasks/services c e a s e completely a s role r e q u i r e m e n t s c o u l d n o t b e m e t t h r o u g h existing e m p l o y e e s o r s u p p l e m e n t e d in s o m e o t h e r w a y . R o l e r e q u i r e m e n t s c o u l d be d e v e l o p e d in a prospective e m p l o y e e o v e r a period g r e a t e r t h a n years. 2 important Role T h e r o l e p e r f o r m s a f u n c t i o n t h a t is d e e m e d i m p o r t a n t t o t h e o p e r a t i o n a l o u t c o m e s o f t h e department/business unit/branch/service. T h e a b s e n c e of this role w o u l d s e e s o m e tasks/services moderately affected, h o w e v e r the majority of role r e q u i r e m e n t s could b e m e t by w o r k re-organisation or t h r o u g h support f r o m existing employees/consultants. R o l e r e q u i r e m e n t s c o u l d b e d e v e l o p e d in a prospective e m p l o y e e o v e r a period l e s s t h a n 2 y e a r s . Business a s Usual Role T h e r o l e p e r f o r m s a f u n c t i o n t h a t is d e e m e d t o b e n e c e s s a r y t o t h e o p e r a t i o n a l o u t c o m e s o f t h e department/business unit/branch/service. T h e a b s e n c e of this role w o u l d s e e m i n i m a l n e g a t i v e i m p a c t t o t a s k s / s e r v i c e s in t h e s h o r t t e r m . All role r e q u i r e m e n t s c o u l d b e m e t t h r o u g h w o r k r e - o r g a n i s a t i o n or t h r o u g h s u p p o r t f r o m existing e m p l o y e e s / t e m p o r a r y staff/ c o n s u l t a n t s . R o l e r e q u i r e m e n t s c o u l d b e d e v e l o p e d in a p r o s p e c t i v e e m p l o y e e o v e r a p e r i o d l e s s t h a n 6mths. 6 FairfieldCfty P E R F O R M A N C E DEFINITIONS HIGH P E R F O R M A N C E Consistently exceeds operating, technical, and professional output required Consistently e x c e e d s m a n a g e r i a l task r e q u i r e m e n t s e.g. planning, organising, c o m m u n i c a t i n g with peers & others, developing their staff and/or selves D e m o n s t r a t e s e x c e l l e n t l e a d e r s h i p ability, including e s t a b l i s h i n g a n d c o m m u n i c a t i n g b u s i n e s s direction; a n d e n a b l i n g staff to p e r f o r m at t h e highest s t a n d a r d A c h i e v e s r e s u l t s in a w a y t h a t a l w a y s b u i l d s a n d m a i n t a i n s c o n s t r u c t i v e w o r k i n g relationships with m a n y parties, including subordinates Usually given the tougher assignments • O b t a i n s 9 0 % in A n n u a l P e r f o r m a n c e • • • • • review N B R e s u l t s a t t h i s l e v e l w o u l d n o r m a l l y b e s u s t a i n e d f o r a n e x t e n d e d p e r i o d ( u s u a l l y 12 m t h m i n . PERFORMING TO REQUIRED BUSINESS STANDARD • • • • • C o n s i s t e n t l y m e e t s or e x c e e d s all o p e r a t i n g , t e c h n i c a l a n d p r o f e s s i o n a l o u t p u t r e q u i r e d Consistently m e e t s or e x c e e d s m a n a g e r i a l task n e e d s D e m o n s t r a t e s e f f e c t i v e n e s s in l e a d e r s h i p A c h i e v e s r e s u l t s in a w a y t h a t u s u a l l y b u i l d s a n d m a i n t a i n s c o n s t r u c t i v e w o r k i n g relationships Occasionally assigned extra work N B A p e r s o n in t h i s c a t e g o r y m a y b e a n e x c e p t i o n a l p e r f o r m e r f o r a s h o r t p e r i o d b u t is u s u a l l y considered a s an effective performer on a s u s t a i n e d basis. LOW PERFORMANCE - HAS ISSUES • • • • • Generally acts below the n o r m a l high standards set for the execution of m o s t operating, technical and professional output requirements, and managerial tasks O c c a s i o n a l l y d e m o n s t r a t e s n e c e s s a r y l e a d e r s h i p ability; but u s u a l l y d e m o n s t r a t e s insufficient l e a d e r s h i p ability A c h i e v e s r e s u l t s in a w a y t h a t d o e s n o t a l w a y s b u i l d a n d m a i n t a i n i n g c o n s t r u c t i v e w o r k i n g relationships R e q u i r e s a lot of t h e b o s s ' t i m e t o m a n a g e W o u l d n o t e l i c i t b o s s ' c o n c e r n if t h i s p e r s o n l e f t t h e o r g a n i s a t i o n N B A n i n d i v i d u a l in t h i s c a t e g o r y c a n b e a n e f f e c t i v e p e r f o r m e r f o r a s h o r t p e r i o d b u t u s u a l l y performs at a level below s t a n d a r d . 7 FairfieldCfty POTENTIAL DEFINITIONS FAST TRACK ( i . e . r e a d y t o t a k e t h e n e x t l e a d e r s h i p l e v e l " s t e p " w i t h i n 1-3 years) Oriented toward the total business' results, not just focused o n the success of their o w n area. • H a s a business perspective beyond current organisational • E x h i b i t s m a n a g e r i a l skills c o n s i d e r e d in k e e p i n g w i t h t h o s e e x p e c t e d at t h e n e x t h i g h e s t organisational level D e m o n s t r a t e s l e a d e r s h i p skills e x p e c t e d at t h e n e x t h i g h e s t o r g a n i s a t i o n a l level. R e g u l a r l y w o r k s at building n e w skills & abilities. • • Exhibits operating, technical a n d p r o f e s s i o n a l skills that are e x t r e m e l y b r o a d a n d • • GROWTH POTENTIAL l e v e l v t ^ i t h i n 1-2 • • • • • deep. level. (i.e. c a n b e p r o m o t e d t o l a r g e r j o b a t s a m e leadership years.) E x h i b i t s o p e r a t i n g , t e c h n i c a l a n d p r o f e s s i o n a l skills at a s u p e r i o r s t a n d a r d to w h a t is required at their current o r g a n i s a t i o n a l level. Exhibits m a n a g e r i a l / organisational skills that are high for current organisational level F r e q u e n t l y d e m o n s t r a t e s leadership skills that are high for current position A d d s n e w s k i l l s w h e n t h e j o b c a l l s f o r it Aspires to greater challenges but primarily at the s a m e organisational level WELL PLACED (i.e. c a n i m p r o v e i n c u r r e n t r o l e w i t h s a m e l e v e l o f e f f o r t b e i n g sustained) U n d e r s t a n d s the job at hand. Is f o c u s e d p r i m a r i l y o n t e c h n i c a l • • O n balance, exhibits technical, professional, m a n a g e r i a l a n d leadership skills a c c e p t a b l e for current organisational level D e m o n s t r a t e s little e f f o r t o r i n t e r e s t in b u i l d i n g n e w s k i l l s - b u t d o e s k e e p c u r r e n t skills sharp. Aspires to stay with the company, as opposed to assuming bigger challenges Is m o t i v a t e d t o d o w h a t is n e e d e d in c u r r e n t j o b . • • • • success. 8 FairfieldCfty POTENTIAL- PERFORMANCE Low Performance 7 Fast Growth Track To Standard Performance MATRIX High 8 NEW APPOINTS or P A S T S T A R S HIGH 4 Potential Performance 9 POTENTIAL S T A R S 5 MISSPENT T A L E N T Well A L L 6 R O U N D E R VALUED CONTRIBUTOR 2 Placed POOR P E R F O R M E R 1 1 TRIED & 3 HIGH P R O F E S S I O N A L T R U E 9 FairfieldCf^ TALENT DEFINITIONS Box 9 • Star Superior P e r f o r m a n c e & Potential m e a n s that these people are ready for a m o v e to a higher level position or assignment. I.e. r o l e s t h a t w i l l c o n t i n u e t o p r o v i d e t h e m w i t h s t r o n g a n d / o r s t e e p l e a r n i n g o p p o r t u n i t i e s . Related issues F C C n e e d s t o e n s u r e t h a t r e m u n e r a t i o n f o r t h e s e p e o p l e is at a p p r o p r i a t e l e v e l s ; T h e r e n e e d s t o b e a c t i v e a n d t a i l o r e d r e t e n t i o n s t r a t e g i e s in p l a c e f o r e v e r y p e r s o n w i t h i n t h i s g r o u p , Box 8 « • High Potential T h e s e p e o p l e a r e c l e a r l y s e e n a s b e i n g a s v a l u a b l e in t h e f u t u r e a s t h e y a r e n o w . F o c u s should be on helping t h e m to e n h a n c e their p e r f o r m a n c e level e.g. stretch goals, project based learning. Box 7 • • Newly Appointed or Past Star T h e s e are people w h o n e e d m o r e t i m e and e x p e r i e n c e within the higher role; or coaching to regain previous performance levels; or c o m m e n c e performance i m p r o v e m e n t plan around substandard performance. S h o u l d be considered as a low % of the total workforce under review. Box 6 • • Valued Contributor A s s e s s e d a s t h e t y p e o f p e r s o n w h o c o u l d play a significant role at a h i g h e r level in t h e f u t u r e Probably considered as already having the necessary capabilities but h a s not yet gained the associated experiences. W o u l d p r o b a b l y r e m a i n at t h e s a m e l e a d e r s h i p l e v e l for t h e t i m e b e i n g ; but s h o u l d b e d e v e l o p e d in w a y s that a l l o w t h e m to prepare for t h e next level e.g. a s s i g n m e n t s , n e w skills, c h a l l e n g e s Box 5 Ail R o u n d e r C o u l d b e c o n s i d e r e d f o r a b i g g e r j o b a t t h e i r c u r r e n t l e v e l if p e r f o r m a n c e i s m a i n t a i n e d o r i m p r o v e d . C o u l d a l s o o c c u p y a h i g h e r p o s i t i o n in a c a r e t a k e r c a p a c i t y until t h e right p e r m a n e n t c a n d i d a t e is available L i k e s v a r i e t y & c h a n g e a n d is s e e n a s a d a p t a b l e t o m a n y d i f f e r e n t p o s i t i o n s R e l a t e d I s s u e s T h i s g r o u p s h o u l d n o t b e o v e r l o a d e d w i t h p e o p l e w h o m o r e realistically b e l o n g in b o x 2 or 4. • I.e. m a n a g e r i a l a s s e s s m e n t n e e d s t o b e o n t h e b a s i s o f w h a t t h e i r p a s t p e r f o r m a n c e j u s t i f i e s r a t h e r t h a n w h a t is h o p e d f o r in t h e f u t u r e Box 4 " • • Misspent Talent S e e n a s talented individuals h o w e v e r h a v e yet to really p e r f o r m to their best. T i g h t p e r f o r m a n c e m a n a g e m e n t w i t h i n t h e i r c u r r e n t r o l e is k e y . Investigation of personal/professional motivators currently limiting potential should be u n d e r t a k e n a n d r e m e d i a t i o n s t r a t e g i e s (if a p p r o p h a t e ) a c t i o n e d . H a v e b e e n a s s e s s e d a s h a v i n g t h e potential to a d d skills but aren't applying the skills t h e y a l r e a d y possess 10 FairfieldCity Box 3 • • • High Professional P r e d o m i n a n t l y i n t e r e s t e d in t h e i r f u n c t i o n a l a r e a o n l y . W i s h to d e e p e n rather t h a n b r o a d e n their skill portfolio. Will often coach those w h o are less experienced or knowledgeable. C a n often be m o v e d to other role a n d perform well; although t h e s e m o v e s are generally s e e n as being at the current level. R e l a t e d I s s u e s N e e d to be able to continually recognise their contributions to the b u s i n e s s e.g. i n v o l v e m e n t in t r a i n i n g / C r o s s f u n c t i o n a l project t e a m s ? C a n n o t be t a k e n for granted. Box 2 • Tried & True Still r e g a r d e d t o h a v e p o t e n t i a l t o i m p r o v e , h o w e v e r m a y g o e i t h e r w a y d e p e n d i n g o n w h e t h e r their performance improves or declines over time. Investigation of personal/professional motivators currently limiting potential should be u n d e r t a k e n a n d r e m e d i a t i o n s t r a t e g i e s (if a p p r o p r i a t e ) a c t i o n e d . Box 1 Poor Performer P e r f o r m a n c e i m p r o v e m e n t plans n e e d to be initiated i m m e d i a t e l y C o n s i d e r r e a s s i g n m e n t t o a l o w e r l e a d e r s h i p l e v e l if a p p r o p r i a t e ; 11 FairfieldCfty TURN/ADAPTABILITY Turn Mastery T h e e m p l o y e e is h i g h l y s k i l l e d a t a d a p t i n g t o a n d m a s t e r i n g n e w s i t u a t i o n s , o p e r a t i o n a l c h a n g e s a n d / o r r e s p o n d i n g c o m p e t e n t l y to b u s i n e s s critical r e q u i r e m e n t s a s n e c e s s a r y . T h e e m p l o y e e has a high level of s e l f - a w a r e n e s s and has reached pragmatic levels of " C o n s c i o u s Incompetence" w h e n presented with n e w situations. T h e e m p l o y e e is h i g h l y i n d e p e n d e n t a n d c a p a b l e o f r a p i d l y a c q u i r i n g n e c e s s a r y / b u s i n e s s critical k n o w l e d g e , whilst instilling c o n f i d e n c e a m o n g s t t h o s e that t h e y interact with. Turn Potential R e g u l a r r e v i e w o f p e r f o r m a n c e w i t h p e e r s / t e a m m e m b e r s is n e e d e d t o a s s i s t in instilling c o n f i d e n c e a m o n g s t t h o s e t h a t t h e y i n t e r a c t w i t h in t h e e a r l y s t a g e s o f t r a n s i t i o n t o n e w a c c o u n t a b i l i t y . • T h e e m p l o y e e is p r e d o m i n a t e l y i n d e p e n d e n t a n d c a p a b l e o f a c q u i r i n g n e c e s s a r y / b u s i n e s s critical k n o w l e d g e ; h o w e v e r m a y r e q u i r e s o m e c l o s e s u p e r v i s i o n in t h e e a r l y s t a g e s o f t r a n s i t i o n t o a n e w accountability. • T h e e m p l o y e e has a reasonable self-awareness, and has s o m e level of " C o n s c i o u s I n c o m p e t e n c e " w h e n presented with n e w situations, h o w e v e r m a y be occasionally inclined to o v e r step the m a r k . • T h e e m p l o y e e can adapt to n e w situations, operational c h a n g e s and/or responding competently to b u s i n e s s critical r e q u i r e m e n t s p r o v i d e d t h e r e is s o m e initial f a m i l i a r i t y , • Turn Supported T h e e m p l o y e e can adapt to n e w situations, operational c h a n g e s and/or responding competently to b u s i n e s s critical r e q u i r e m e n t s p r o v i d e d t h e r e is c l o s e s u p e r v i s i o n a n d s u p p o r t f r o m m o r e experienced team members/managers. , S e l f - a w a r e n e s s is i n t e r m i t t e n t l y d i s p l a y e d w h e n p r e s e n t e d w i t h n e w s i t u a t i o n s , h o w e v e r , s u b s t a n t i a l s u p e r v i s i o n will b e r e q u i r e d t o m i n i m i s e a n y n e g a t i v e p e r f o r m a n c e i m p a c t s in t h e e a r l y s t a g e s o f transition to n e w accountability. T h e e m p l o y e e w i l l b e c o m e i n d e p e n d e n t o v e r t i m e ; h o w e v e r will r e q u i r e c l o s e s u p e r v i s i o n in t h e e a r l y stages of transition to a n e w accountability. • R e g u l a r r e v i e w o f p e r f o r m a n c e w i t h p e e r s / t e a m m e m b e r s is n e e d e d t o a s s i s t in instilling c o n f i d e n c e a m o n g s t t h o s e that t h e y interact w i t h in t h e e a r l y s t a g e s o f t r a n s i t i o n t o n e w a c c o u n t a b i l i t y . NIL T h e e m p l o y e e d o e s not adapt will to n e w situations or operational c h a n g e s . P r e d o m i n a t e l y d e m o n s t r a t e s a f e a r / r e s i s t a n c e b e h a v i o u r in r e s p o n s e t o c h a n g e . • W i l l n e e d significant transitional a r r a n g e m e n t s , s h o u l d t h e y be c o n s i d e r e d a s a S u c c e s s o r to a critical or important role. 12