Training & Development Policy Human Resources Department January 2004 Training and development policy - approved January04 1. PRINCIPLE STATEMENT ...................................................................................................... 4 2. INTRODUCTION ...................................................................................................................... 6 3. THE BUSINESS CASE FOR TRAINING AND DEVELOPMENT ...................................... 8 4. TRAINING AND DEVELOPMENT CYCLE ....................................................................... 10 5. TRAINING & DEVELOPMENT PROVISION .................................................................... 11 5.7 PAYMENT OF FEES FOR ESSENTIAL TRAINING ........................................................ 15 5.14 FAMILIARISATION SESSIONS ........................................................................................ 19 5.15 PEER GROUP BRIEFING .................................................................................................. 20 5.17 PREPARATION FOR RETIREMENT/REDUNDANCY ................................................. 20 6 SECONDMENTS ....................................................................................................................... 22 7 STAFF TRAINING AND DEVELOPMENT REVIEW ......................................................... 26 8 MONITORING AND EVALUATION ..................................................................................... 27 AT THE END OF THE CORPORATE TRAINING YEAR, THE HEAD OF TALENT DEVELOPMENT WILL REPORT UPON THE IMPACT OF CORPORATE TRAINING IN TERMS OF DELIVERING THE TRAINING AND DEVELOPMENT NEEDS ARISING FROM THE CORPORATE PLAN AND ANY ORGANISATIONAL DEVELOPMENT NEEDS. .............................................................................................................................................. 27 Final Training and development policy December 2003 2 APPENDIX A .................................................................................................................................... 29 BEHAVIOURAL COMPETENCY FRAMEWORK - .................................................................. 29 SUMMARY OF COMPETENCY DESCRIPTIONS AT ALL LEVELS .................................... 30 Final Training and development policy December 2003 3 1. Principle Statement It is a stated objective of Arts Council England to harness and develop the full range of expertise across the organisation in order to provide professional leadership and services to the arts community. Creating and embedding a culture of continuous learning, development and growth and recognising achievements are key factors to achieving this objective. This policy seeks to create a framework for career development that provides meaningful opportunities within an organisational context that is consistent with the needs of the business. In order to achieve this, a key objective of ACE is to strengthen training and development opportunities for all staff. In equipping staff to meet the changing demands of the arts today we will, in turn, provide an efficient and effective service to artists, arts organisations and our other partners. The organisation recognises the need to provide both formal and informal training and development opportunities in order to develop its staff. We also recognise the importance of acknowledging the learning gained. Where appropriate we will devise and deliver in-house courses for staff. We will also seek to develop our own staff, where appropriate, as trainers, coaches and mentors, in order to capitalise upon the wealth of experience and skills in the new organisation. Where a training need is restricted to a small number of staff, or in the event that specialist training cannot be delivered inhouse, training will be sought outside the organisation. We recognise that non-formal methods of development are equally valuable in developing skills. We will consider the full range of development options in order to match the training need to the most effective development opportunity. This may include developing the intranet to offer web-base learning packages, secondments, work shadowing or self-guided reading. Opportunities for secondments and work shadowing will be considered both inside and outside the organisation. Participation in cross-functional teams also provide an important development opportunity. Opportunities for training and development will recognise diversity of background, discipline, interest, preferred learning style and approach. Development opportunities will be offered on a fair and equal basis to all staff. In order to demonstrate our commitment to equality of opportunity Arts Council England will, when appropriate, provide specific training opportunities for employees from under-represented groups in order to support the development of these staff and enable them to occupy key roles within the organisation. This work will be delivered in line with positive action strategies issuing from the Diversity Action Plan. Final Training and development policy December 2003 4 We will continually monitor and evaluate the effectiveness of the training and development framework to ensure that we meet the objectives outlined above. Final Training and development policy December 2003 5 2. Introduction What is training and development? ‘Training’ encompasses activities and events that concentrate on the learning and practice of specific techniques. ‘Development’ is considered to be much broader and something that takes learning on to the development of skill and expertise. To illustrate the point, take as an example PowerPoint training. Staff can be shown how to create a presentation using PowerPoint, this would represent being trained in a technique. To develop the technique into a skill and expertise the staff would need to deliver presentations using PowerPoint. Therefore, training is about the teaching of techniques and development is about the practice of those techniques in a focused and supported manner. The results of training and development will be the acquisition of skills and expertise. Training events encompass any activity in which an individual learns something new. Development events encompass any activity in which learning is put into practice in such a way as to develop skill and expertise. The following table illustrates what some of these activities might be. Examples of structured and unstructured training and development events Training Events courses/classes seminars lectures workshops distance learning on the job learning (taking instruction while doing the job) Development Events trying something different project work secondments to other areas simulation exercises/assignments team-building exercises observation of, or discussions with a more experienced person The methods to achieve new skills and expertise are many and varied, but both training and development must take place to ensure success. Training events that are not followed up with development activities result in the techniques learned soon being forgotten. Development activities undertaken in ignorance of the necessary techniques required for success will result in errors. Both scenarios will cause frustration and a lack of progress towards the individual’s and the organisation’s long-term plans. Final Training and development policy December 2003 -6 - Arts Council England is committed to staff training and development. It recognises that investment in staff training is essential for effective and efficient pursuit of the organisation's corporate objectives, as well as individual job satisfaction. There are many reasons for training and development to be seen as important from both the organisation and individual perspectives. These reasons include the need for: people to stay employable throughout a lifetime during which jobs and careers may change ~ a willingness to continue learning and developing will become an essential part of continuous employability employees need to learn methods and techniques required to do specific tasks – e.g. people who are new to a job, people having to use new equipment, processes and procedures the development of future successors – minimising the costs of recruiting externally and maximising the benefits of keeping inhouse knowledge and experience in the business increasing resources from the existing staff – increasing the capacity of people in the organisation to be skilled in more than one area motivating, attracting and retaining key staff – as fewer people join the job market each year, suitable replacements will be more difficult to find It will be the responsibility of all managers and staff to ensure that structured individual ‘training’ and ‘development’ plans are produced. This can be done at annual performance review meetings. It will also be the responsibility of managers to ensure that there are appropriate opportunities for staff to practice the new skills and knowledge learned through training and development. This will need to be planned and monitored. Final Training and development policy December 2003 -7 - 3. The business case for training and development Arts Council England is committed to delivering a framework that will provide a coherent training and development plan for all staff within the organisation. The four principles behind the Framework demonstrate that Arts Council England: Is fully committed to developing its people in order to achieve its aims and objectives. Is clear about its aims and its objectives, and what its people need to achieve them. Develops its people effectively in order to improve its performance. Understands the impact of its investment in people on its performance. In order for Arts Council England to evaluate the effectiveness and impact of the Training and Development Policy we will gather evidence to show that: People can give examples of how they have been encouraged to improve their own performance. The organisation has clear priorities that link the development of people to its aims and objectives at organisation, team and individual level Managers at all levels can give examples of actions they have taken, and are currently taking, to support the development of people People can explain the impact of their development on their performance, the performance of their team and the organisation as a whole In order to be able to provide this type of evidence there will need to be a structured process put in place. As such it will be necessary to: Assess organisational and individual development needs (analysis) Produce organisational and individual training plans (planning) Draw up a training and development delivery plan which will provide a range of learning interventions, encouraging ownership Final Training and development policy December 2003 -8 - in staff with relation to their individual responsibility for learning. (implementation) Assess the effectiveness of training and how the new learning is being used (monitoring) Provide evidence of the improvements in performance at both an individual and organisational level (evaluation) Final Training and development policy December 2003 -9 - 4. Training and Development Cycle A model depicting how training will be identified, planned, delivered, monitored and evaluated. The responsibility for implementing this lies with the Line Manager in consultation with his/her direct report Individual needs Assessment made on job competencies and career development Organisational needs Analysis Assessment made on corporate plan development objectives Individual training and development plans produced Planning Consider how training and development will be delivered Implementation Regular review of progress also check to see if objectives are being met Has development taken place and been put into practice? Monitoring Evaluate Corporate training plan produced based on improvements required Are operational and individual improvements evident? Have the individual and organisational development needs been met? Annual Performance Review Final Training and development policy December 2003 - 10 5. Training & Development Provision 5.1 Induction training All new employees will undergo a planned induction programme on commencement of employment with Arts Council England. During the induction programme the new employee will be provided with the essential information about policy, company practice and procedures. The induction programme for new employees will cover information on: The organisation aims and objectives The organisational structure Communications within the Arts Council England Contact details for employees of the organisation HR policies and procedures Corporate policies and procedures Health and Safety Information the work and expectations the office facilities the use of IT The core induction programme will be designed by the talent development team. It will be amended to meet individual needs by the local HR partner in conjunction with the relevant line manager. A range of information and materials to support induction will be available on the intranet. The induction programme will be linked to the probationary period and include regular reviews in order that any gaps in the employee's ability to carry out his/her duties are remedied during the probationary period. The local HR partner will be responsible for ensuring that effective induction of new employees is carried out and will monitor induction programmes in order to suggest future improvements. 5.2 Corporate training Arts Council England is committed to developing its operational efficiency and effectiveness. In the pursuit of this objective it will be necessary to introduce, from time to time, new systems, procedures and processes or update knowledge and skills. All members of staff will be provided with training in any new techniques introduced. These may include the following: information technology skills training project management techniques leadership and management customer care equal opportunities disability awareness financial/budgetary control performance management Coaching/Mentoring Corporate Training will be managed by the talent development team. Needs will be identified through the corporate planning process. An annual training programme and schedule will be published in the 2 nd quarter of each financial year. Local training and development, responding to specific needs identified by regional or the national offices, will be delivered at a local level and funded through local training budgets. We will make every attempt to run regular in-house training courses in order to ensure that all staff have the opportunity to develop. 5.3 Personal training and development In order to set standards and be able to assess performance it is important to be clear in describing the skills and behaviours required to demonstrate effective performance. In order to do this the Arts Council has developed a person specifications for each post which embody the key competency standard that describes the skills and behaviours that need to be demonstrated by staff in order to achieve effective performance. These competencies not only cover the technical skills and knowledge required from an employee but also the attitudes and behaviours required of employees. This enables all staff to be aware of not only what skills are needed to perform their role, but also the manner in which they are required to carry out their job. The behavioural competency framework was developed in consultation with staff and reflects the values and aspirations of the organisation. The competency framework is detailed in a separate document. (see appendix A) Personal training and development will fall into two categories; work related and career development. 5.4 Work related training and development Work related training and development will focus on the acquisition of techniques, skills and knowledge against the core competencies of the post. For the purposes of this policy, work-related courses are defined as those courses which employees are encouraged to attend in order to improve their personal effectiveness within their post, and which provide the organisation with tangible/measurable benefits. Final Training and development policy December 2003 -12- Long term academic courses, or professional training leading to an accreditation or qualification will be considered at continuous professional development. Approval of such training will be managed through a bi-annual sponsorship programme, with employees submitting their requests to the Head of Training & Development, National Office who will process these applications against the agreed criteria of assessment (see Guidelines for staff wishing to study for professional/academic qualifications 5.12) 5.5 Career development Arts Council England recognises that all staff should be given the opportunity to develop their skills and knowledge in order to enhance their career development. Members of staff who are seen to be thorough and effective in the way they plan and prepare to meet the objectives of their current job will be encouraged to consider career development opportunities. For those members of staff who wish to progress their careers the competency framework will be used to identify gaps in knowledge or skills. These gap areas may not be relevant to the job currently being carried out. However, by plugging these gaps a broader range of job opportunities could be considered in future – within the Arts funding system. . 5.6 Continuous professional development Arts Council England recognises that staff are expected to keep up-to-date with developments in their particular field of expertise. Regular investment of time in learning should be seen as an essential part of working life as it contributes to the ability of individuals to renew skills and update their knowledge. Continuous professional development is sometimes thought to consist primarily of courses of formal study and attendance at off-the-job training courses. These are valuable and important but they form only a part of a much wider range of sources of learning in a continuous professional development context. The sources of learning opportunities can be grouped into four main categories. work based activities personal activities outside work courses, seminars and conferences self directed and informal learning Final Training and development policy December 2003 -13- 5.6.1 Work based activities Some work-based learning may be dependent on decisions or supportive action of the line manager, but there are likely to be many opportunities within the individual’s control. These may include: planning and organising an event advising on an unusual or particularly difficult case implementing a new system or procedure working in a multi-disciplinary project team writing reports and making presentations coaching or mentoring participation in secondments or work-shadowing 5.6.2 Personal activities outside work Learning should not just be limited to activities in or about work. There are learning opportunities in many outside work activities. These may include: public duties – school governor, board member, JP voluntary work organising events writing and lecturing 5.6.3 Courses, seminars and conferences These may include: professional education course leading to relevant recognised qualifications courses of study or research internal or external training courses and seminars attendance at conferences 5.6.4 Self directed and informal learning Books, professional journals/magazines, newspapers and television and radio programmes and the internet provide a wealth of potentially valuable learning material. Other sources of informal learning can come from videos, audio tapes and CD-ROM’s. Attendance at events, exhibitions and performances is essential in many job roles in order to keep abreast of new developments, particularly, but not exclusively in art form areas. Employees are reminded of the benefit of continuously maintaining an up to date curriculum vitae. This will prove beneficial when required to interview for internal posts or when considering external secondments. Final Training and development policy December 2003 -14- 5.7 Payment of Fees for Essential Training Course fees will be paid in full, for approved non professional or academic courses, regardless of an employee’s length of service, where: the individual is requested to attend the course by the organisation; the training is required due to changes in new technology or work practices; the individual was knowingly recruited without a specific skill and training was offered at that time; where the organisation has a policy to train Staff in such areas, eg Equality Awareness; where an individual training need has been identified during staff appraisal. 5.8 Payment of travel and subsistence Where training has been approved as essential, travel and subsistence will be paid at the usual rates for staff. This will apply equally whether the training necessitates time off during the day or involves attendance at evening or weekend sessions. All agreed travel and subsistence costs must be borne by the employee’s department. 5.9 Time off to undergo training Where training has been agreed as essential, the time required to attend courses will be granted in full. A signature on the Training Request Form by the departmental Director/Head of Department will be taken to denote agreement in allowing the required time away from the office. Time off for training for recognised union officials or safety representatives will be granted in accordance with statutory requirements or collective agreements. All requests should be sent in writing to the employee's Director/Head of Department and copied to the local HR partner. 5.10 Time off to cover training out of normal working hours Final Training and development policy December 2003 -15- Where a member of staff is required to attend essential training which is held in the evenings or at weekends, time off in lieu will be granted. This will normally be as follows: the equivalent hours leave for each evening session attended; one day's leave for each full weekend day attended. 5.11 Reimbursement of Training Fees Re-imbursement of fees paid for essential training will not be required, regardless of length of service a member of staff may have when he/she leaves the Council. 5.12 Payment of Fees for Professional or Academic Courses A sum of money will be allocated from the central training budget to fund professional and academic training. Normally, employees will be expected to contribute 50% of the fees claimed. However, where the training is directly related to the job (i.e. IT training for IT support staff, financial skills training for staff working in positions where the ability to review and assess financial information is critical) or where an employee is studying for a professional qualification through open learning methods; (thus studying through non tutor based courses and in their own time) 100% financial contribution can be awarded. The Head of Training & Development will consider, within the constraints of the training budget, whether the costs of a personal development course can be covered, and if so whether it can be met in full or in part. Employees should discuss any request for study leave or financial support towards the cost of professional/academic study with their Director or Head of Department. Employees will normally be asked to contribute 50% towards the financial cost of such courses of study. ACE has a training loan policy under which staff can apply for support with their contribution of study fees. (see link to training loans policy) The maximum amount of money, which ACE will contribute to any course of study, is normally £1,500 per year or 50% of the annual fees charged whichever is the lesser. The maximum financial support, which will be offered towards one course, is £3,000. Where text books or course materials are stated as essential course materials, employees may claim a contribution towards these costs. No contribution will be payable in respect of travel or other expenditure The subsidy will be reviewed annually for courses running over several years and no commitment is made to providing financial assistance in future years. Final Training and development policy December 2003 -16- Financial assistance is conditional that the subsidy will normally be repayable to the organisation should the member of staff not complete the proposed course of study or leave the organisation’s employment before the end of the period of study for any reason other than redundancy or ill-health. A written application form should be submitted to the Head of Training & Development, National Office setting out the proposed course of study, cost, duration and support requested. (See Application for Sponsorship to study for Professional or Academic Courses link) The application must be discussed in advance with the line manager, and both the applicant and line manager should have agreed the time away form work which is required, and the benefits which the course of study of study will bring both to the individual in his/her performance in the job role, and the benefits to the organisation. Where an application does not meet the essential criteria or where an application requires special consideration these may be referred to the Director of Human Resources and the Chair of the HR Executive Group for consideration. 1. Applications will be considered specifically in relation to: - Is the study programme job related or will it provide an opportunity for the employee to develop within the organisation - What is the timescale for the training. How many modules or courses will the employee complete in the current year. - Is this the most effective and value for money way of acquiring the skills and knowledge. - What study leave will be needed and has this been approved by Director or Head of Department - Is the cost of training reasonable and affordable? - Do we require 50% contribution? - Has the employee been fully or part funded for any previous professional or academic qualifications? - Has the employee successfully completed any previous part or fully funded academic or professional development courses. Final Training and development policy December 2003 -17- - Does the course of study begin in the future (i.e. the application for funding is not retrospective) Eligibility Only employees who have completed one year’s service with Arts Council England are eligible to apply. Employees are ineligible for further financial support for further study on a day release basis for a period of two years after completion of a course of study. However, in some cases where a new employee has already started a course of academic study which began before they joined the organisation and it is an essential job related qualification, continued support may be offered on appointment. Line Managers are requested to seek approval from the Head of Training and Development before confirming any requests of this nature. Notwithstanding the above, the maximum number of staff eligible to receive support on a day release basis under these guidelines will not normally exceed 10% of staff in each workplace. This number may be increased where financial assistance is not sought and the employee seeks study leave only. (see below) Special Conditions An annual or term certificate of attendance or course tutor’s report will be required. Written confirmation of the completion of programmes of study should be placed on the employee’s file. Employees may be asked to repay up the full amount of the Arts Council England’ contribution to fees/leave costs if they leave the organisation during the period of study or within twelve months following completion of the course. Employees who fail examinations required as part of the programme of study may at the discretion of the Head of Department be permitted additional time to prepare for re-sit examinations. In the event of this situation arising, the individual should discuss the matter with both their line manager and the Head of Department. In such circumstances the views of the course tutor will be sought before any such agreement. Only one re-sit will be funded and time off given. Any further re-sits will need to be funded by the employee through annual leave or toil arrangements. Final Training and development policy December 2003 -18- 5.13 Time off for study for professional or academic courses Employees who are offered sponsorship to pursue such professional or academic study may be granted ½ day a week release (term time only) for work-related training during the academic year. Employees undertaking programmes of study with attendance at tutorials or courses not concurrent with the academic year will be granted the equivalent period of study leave to that of the academic year. Employees undertaking approved study may be allowed 5 days (within the financial year) paid study leave in preparation for examinations and will also be allowed paid leave for the examinations themselves. Evidence of the dates of exams will be required. Staff studying by distance or open learning may be granted up to 10 days paid leave per annum to attend compulsory residential study. Employees required to sit exams as part of a programme of study may claim up to 5 days per year to revise for exams. Requests for day release to attend professional or academic courses must be given, in writing to the employee's Director/Head of Department and copied to the HR contact. Directors/Heads of Departments will only normally agree day release if they can cover the employee's work within existing resources. Where day release is granted in respect of a full time member of staff, they may be offered one full day off per week for the agreed period, but will be expected to "make up" half a day of work during the week (Monday to Friday). Arrangements for part time/job sharing staff will be pro rata. 5.14 Familiarisation sessions A number of staff regularly request to spend time at client organisations to see how they work and to develop contacts. The organisation is supportive of this approach and sees it as a valuable initiative. Such sessions should be: Arranged by the employee's Head of Department. Of short duration – ie no longer than two days. Longer periods would be considered under the organisation's usual practise for secondments. Open to all staff where relevant. Of little or no extra cost to the organisation Final Training and development policy December 2003 -19- No temporary cover can be provided in the absence of the employee. Where accommodation is necessary it should, where possible, be arranged with the host organisation free of charge or at the organisation’s normal subsistence rates The employee will not be paid more than their normal salary during the session(s) Be reciprocal where possible - the host having the opportunity to send its own employee to Arts Council England for a similar session. Any additional expenses, travel etc for the employee to be covered by their department. 5.15 Peer Group Briefing In addition to the above, great benefit can be derived from knowledge shared between colleagues. Directors and line managers are expected to brief colleagues on their area of expertise, where relevant. Staff returning from training are expected: to brief their departmental colleagues, for example, at a staff meeting; to complete a training assessment form which will be retained by the Human Resources Adviser. Line managers are expected to discuss any training undertaken with the delegate, checking understanding, providing guidance where appropriate, and ensuring appropriate opportunities to employ new skills are identified and carried out. 5.16 Trades Union Officials - Attendance at training courses Any employee who is an official of the Trade Unions recognised by Arts Council England may take paid time off during working hours in order to: carry out official duties concerned with negotiations with the employer or any other related duties. undergo training in industrial relations related to the execution of the above duties. 5.17 Preparation for retirement/redundancy Final Training and development policy December 2003 -20- Any employee/s facing either retirement or redundancy will be offered an opportunity to attend appropriate development activities to prepare them for retirement or to support with securing a new career. Final Training and development policy December 2003 -21- 6 Secondments Secondments offer an effective way of stretching individuals’ competencies and qualities and can provide a solution to short term skills shortages within the organisation or externally. Secondments should offer benefits to all parties, the secondee, the seconder and the host. The secondees and seconders benefit from the opportunity of gaining new skills and the experience of another organisation that may offer a new perspective on their own organisation. The host department/organisation receives an additional skills resource, a cost effective acquisition of new expertise from the secondee, a fresh view on organisational practices and procedures and the chance to develop closer links with the seconding department/organisation. 6.1 Type of Secondments The organisation may arrange secondments in two ways: by management identifying, with an individual, the type of opportunity which may benefit them as part of their training and development programme; by management identifying fixed-term vacancies which, if filled by Arts Council England staff would be beneficial for the organisation. 6.2 Eligibility Secondments within Arts Council England are available to all staff who have more than one year’s service. Secondments outside the organisation will not be considered for staff with less than two years’ service. In all cases, secondments are at management’s discretion and whilst Directors/Heads of Department will try to ensure staff are given suitable development opportunities there may be occasions when staff cannot be released from their departments due to the work commitments at that particular time. 6.3 Process Where vacancies have been identified as suitable secondment opportunities for staff a notice to this effect will be sent to all staff through the Email system. Staff will be asked to discuss the possibility of undertaking the secondment with their Director/Head of Department and obtain their approval, before applying for a secondment. This is essential even if through the appraisal system a secondment has been agreed in principle, because the timing of a person’s absence from their department is often critical. Should a Director or Head of Department be unable to release their employee on secondment the Final Training and development policy December 2003 -22- Line Manager should discuss this with the employee and alternative learning methods explored if appropriate. Interested staff will be required to submit to the Human Resources department a written request to be considered for the secondment opportunity. This should outline their current level of skill, experience and areas of responsibility and how this fits in with the secondment on offer. Where a secondment has been identified as a possible route for skills development clear objectives will be agreed from the outset, with an understanding of the competencies needed or the competencies to be gained. A list of any specific training programmes which the secondee could attend during the course of a secondment will also be stated. 6.4 Length of Secondment The length of the secondment will be determined by the nature of the work involved. However, a secondment will not normally be less than 2 weeks or more than 12 months duration. Prior to a member of staff being offered a secondment, the finishing date will be determined. On occasion the period of secondment may be extended, but only with the agreement of the host department/organisation, secondee and the secondee’s line manager. 6.5 Administration A secondment contract will be agreed between the secondee, his/her Director/Head of Department and the secondment host prior to the commencement of the secondment. The contract will confirm the dates of the secondment, and where the secondment is being offered as part of the employee’s development programme it will outline the development objectives or skills, the provision of set learning opportunities offered through the secondment and confirmation of the secondee’s re-entry position following the period of the secondment. Following the secondment the secondee will have the right to return to their current position within the organisation. Directors and Heads of Departments will make every effort to ensure that the return into the department is as smooth as possible. Following the period of secondment, the secondee will be given re-entry induction and debriefing, depending on the length of the secondment, by the Human Resources Adviser and/or Line Manager. This induction will cover staffing issues, departmental changes and management reports. Final Training and development policy December 2003 -23- 6.6 Monitoring The Line Manager will maintain regular contact with the secondee and keep him/her up to date with the department’s work and staffing issues. This can be done through regular meetings, newsletters or written updates. The Human Resources Department will receive from the secondee and from the secondee’s host Line Manager, periodical reports on the progress of the secondment and will brief the secondee’s Line Manager accordingly. An overall evaluation of the secondment will be undertaken with the secondee and the HR contact and or/Line Manager upon return. Should it become apparent during the period of a secondment that a secondee is not performing satisfactorily, or that the host department/organisation is not able to offer the learning opportunities required by the secondee, a meeting will be arranged involving the secondee, the representative from the host organisation/department and the seconding Line Manager. The meeting will determine whether the secondment can continue. If a decision is made to terminate the secondment the secondee will return to their original post, at a convenient time for all parties concerned and an alternative secondee or host organisation sought at the earliest opportunity. 6.7 Cost Additional travelling expenses and/or relocation costs may also be included as part of the costs of the secondment and these expenses will be agreed on a case by case basis and funded by the secondees host departmental budget. Employees taking up secondments in a different region from their normal place of work should raise any potential relocation costs at interview stage. It is the responsibility of the host Director/Executive Team to agree to fund any such expenses before making any formal offers. In most cases where a secondment is offered as part of an employee’s development programme, the costs will be covered by the central training budget, but whenever possible the costs will be shared with the host organisation or reciprocal arrangements agreed. 6.8 Terms & conditions of employment during Secondment The employee’s terms and conditions of employment during the period of secondment will prevail during the secondment as set out in their contract of employment and supporting documentation. Any variation to these terms must be agreed by all parties prior to the commencement of the secondment. If an employee wishing to undertake a secondment has an agreement from their line manager for study leave or training leave this will, where possible, be accommodated by the host organisation/department. However, it is possible that the secondment can not accommodate such arrangements and a refusal Final Training and development policy December 2003 -24- to accept the secondee will result, unless the training, study leave etc. can be postponed. In the event that an employee is undertaking a more senior position they will receive an uplift to their salary in accordance with prevailing pay policy. Should the annual appraisal meeting fall within the period of the secondment, the secondee should attend this meeting with their original line manager in order to qualify for any performance related pay awards. The seconding line manager will be responsible for consulting with the host organisation/department in accordance with the appraisal procedures. If during the period of the secondment an employee takes extended sick leave or starts maternity leave, it is likely that the secondment will have to be terminated and the employee will return to their original position on their return. Final Training and development policy December 2003 -25- 7 Staff training and development review As part of the of the Performance Management process individual training and development needs will be discussed and identified during the performance review meeting. An outcome of these discussions will result in an individual learning plan. These plans will record the individual training needs and also reflect previous training and development undertaken during the performance year. In determining training and development needs line managers should discuss with employees: any gaps in the skills/knowledge required to carry out the duties and responsibilities effectively based on the individual's job competency profile the departments work plan any career development aspirations the corporate training requirements Employees are encouraged to use their individual learning plans as a live document and use it to plan their learning and development activities and record formal and non formal training acquired during the appraisal year. Many staff will benefit from the opportunity of building a portfolio which will represent their learning and development within a particular post or project. The HR service centre will wish to record individual learning on a central database and staff will be asked to advise HR of their development activities throughout the year. 7.1 Record keeping All staff should record all learning experiences on their individual learning plans. The line manager will be responsible for ensuring that the training and development identified takes place. Final Training and development policy December 2003 -26- 8 Monitoring and Evaluation 8.1 Monitoring The monitoring of individual learning plans will be carried out as part of the performance management process. Monitoring will be primarily concerned with reviewing and assessing progress. The successful outcome of any training and development activities should be: in the short term the employee has learned the techniques they were supposed to learn (the event achieved the objective) in the longer term the employee successfully put the techniques into practice through the delivery of their work (the employee achieves their objective) Over time this process should ensure that the organisation’s objectives are met. Each member of staff will take responsibility for recording details of training activities they have attended on their individual learning plans. At the regular progress meetings with the line manager, discussion should take place on how the new techniques will be put in practice. Employees are asked to complete a training evaluation form following attendance at all training or development activities. These forms should be completed as soon as possible following the event. Evaluation forms should be returned to the local HR partner and recorded on the HR Information System..All staff can access a standard evaluation form by going to the training page on Mosaic. 8.2 Evaluation Evaluation will effectively take place on three levels; individual, departmental and the organisational, to determine if objectives have been met. As part of annual performance appraisal, individual learning plans will be reviewed. If agreed training and development events and activities have taken place and learning has been successfully applied, incremental progression will be recommended. Following the annual appraisal of all staff, Directors will produce a report on the training and development events and activities that have taken place within their department. Included in the report will be observations and comments on how the training and development has improved the performance of the department and contributed towards the objectives. At the end of the corporate training year, the Head of Talent Development will report upon the impact of corporate training in terms of delivering the training Final Training and development policy December 2003 -27- and development needs arising from the corporate plan and any organisational development needs. Final Training and development policy December 2003 -28- Appendix A Behavioural Competency Framework In order to set standards and be able to assess performance it is important to be clear in describing the skills and behaviours required to demonstrate effective performance. In the past person specifications attached to job descriptions, have listed the range of skills, knowledge and experience required in order to perform the various duties within a particular role. These have focused on “hard” task orientated requirements. More recently, organisations have been adopting standards of behaviour to describe the way in which performance should be carried out. In other words: it is not only what you do but the way in which you do it , that is important to achieving effective performance. The HR group was responsible for developing a behavioural competency framework to describe the types of behaviours necessary to reflect the values, behaviours and roles for staff in the future organisation. The process to develop the behavioural competencies was facilitated by an external consultant, Kim Gregory, who together with a group of HR officers, held focus groups with staff, at all levels in March & April 2002. The resulting draft framework contains 12 key behavioural competencies. Each competency is defined, for example; Solving Problems and Making Decisions is the key competency and the definition of this competency is; “The effective person analyses and solves problems and makes timely and informed decisions.” The behaviour which demonstrates achievement of this competency is then categorised into three different levels, describing typical behaviours demonstrated at Assistant, Officer and Director Level within the organisation The following is a summary of the work led by Kim Gregory earlier this year. The outcome of this work is that we will used these competencies in the recruitment & selection, training and development plans and performance management processes in the new organisation. Final Training and development policy December 2003 -29- Summary of Competency Descriptions at all Levels Competency Breadth of Perspective Definition The effective person adopts a one-company and external perspective and takes account of the longer term Assistant/Assistant Officer Demonstrates interest in the whole organisation and the external arts community: looks beyond own role. Officer/Senior Officer Takes a broad and long-term perspective and uses that insight to inform own actions. Makes current information and knowledge processes broader and more strategic, constructively challenges and develops strategy. Team Leader/Director Encourages and enables others to adopt a broader, longer-term perspective. Understands the wealth of influences upon the organisation; and the expectations of it. Managing Information The effective person gathers, manages and shares quality, relevant and current information to inform self and others. The effective person analyses and solves problems; and makes timely and informed decisions. Seeks out & maintains up to date, relevant information and uses it effectively. Actively extends the quality, relevance and distribution of information. Promotes the benefits of professionally managing knowledge and information. Analyses and solves problems and makes timely and informed decisions. Is skilled in finding resolutions to complex issues. Ensures that others research, design and use effective problem-solving and decisionmaking tools. Makes strategic decisions to address complex or long-term organisational issues. Partnerships The effective person creates and maintains strong partnerships with relevant external parties. Cultivates mutually respectful relationships with appropriate partners. Promotes partnerships that exemplify good practice and common benefit. Creates an environment that fosters effective partnership working. Engaging and Motivating Others The effective person consults with, influences, trusts, praises and gains the commitment of others. Is skilled in using approaches pertinent to the situation. Thinks and acts in ways that encourage others to participate willingly. Leads others through adopting a range of styles, techniques and attitudes. Creates an environment where people have a sense of direction, commitment and purpose. Solving Problems and Making Decisions Final Training and development policy December 2003 - 30 - Team Working The effective person works well with others in teams. Personal Learning The effective person has an accurate perception of own and others’ performance and impact and works to enhance these. The effective person aligns own activity with the Vision, focuses on the agreed priorities and plans how self and others will deliver it. Alignment, Focus and Planning Communication Change Taking Responsibility Achieving Results The effective person judges accurately what messages need to be delivered, when & to whom; and delivers them to different audiences appropriately. The effective person adopts a flexible, forward-looking attitude to processes and ideas and sees managed risk as an inevitable and acceptable facet of innovation. The effective person acts with authority and helps others to do the same. Takes personal responsibility for making things happen. The effective person identifies the appropriate action, designs how to deliver it and remains committed until it has been delivered as promised. Final Training and development policy December 2003 Grasps what makes teams work well, and functions effectively within them. Understands own strengths and weaknesses and is committed to personal learning and development. Works effectively as a leader of teams and as a contributing member of teams. Helps others understand their performance, potential and impact on others, and supports their efforts to change. Works strategically with teams, helping them perform most effectively. Facilitates learning by individual and teams both within the organisation and the arts community. Focuses own role on the needs of the organisation, decides priorities and plans how to achieve them effectively. Aligns own work with the needs of the Vision. Provides clear direction and ensures staff know what is expected of them. Steers individuals, teams and departments towards aligned and focussed planning and delivery. Conveys information effectively to internal & external audiences. Communicates complex or contentious issues well to a range of audiences. Gives effective communication priority, resources and attention. Embraces sound new initiatives whilst retaining relevant current approaches Actively facilitates change that benefits the organisation and its goals. Creates an environment that challenges and enables appropriate change. Takes responsibility for own actions & in-actions and the outcomes that result. Acts with authority and responsibility and helps others do the same. Creates an environment where people are free to act with authority and responsibility. Focuses activity and delivers as promised. Increases the opportunity to consistently achieve desired results. Builds a culture of delivery, a ‘must do’ approach, even in the face of difficulty. - 31 - Final Training and development policy December 2003 - 32 -