Attraction and Retention Series A focus on people and business Alumni Toolkit Issue 1 July 2009 1. What is an Alumni Program? Alumni Programs are a useful workforce planning option for agencies as they manage the challenges posed by an ageing workforce. Developing strategies that focus on recruitment, retention and workforce capability are important to ensure ongoing high quality service delivery. An organisational Alumni Program can create ongoing linkages with retired and former employees who have a strong affinity with the objectives of the agency as well as providing the agency with avenues to support succession management strategies. Such programs promote the transfer of skills, knowledge, and expertise and strengthen links for recruitment, capability development and succession purposes. This toolkit provides some general information to assist agencies establish an Alumni Program within their agency or as part of a co-ordinated program across a wider group of agencies. 2. What are the benefits of establishing an Alumni Program? It is well understood that the public service faces recruitment and retention challenges as the workforce ages and mobility increases. There is increasing competition for particular skill sets and experience. The primary benefit for employers of providing an alumni is the ability to retain a register of skilled employees for future business needs. An Alumni Program can provide a useful means of developing an agency’s capabilities by: Enhancing organisational development programs through involving the alumni in mentor programs, coaching and other organisational capacity building programs Promoting the organisation’s services, strategic vision and goals to alumni still working or active within the service Using the expertise and knowledge of former, experienced employees Providing an additional mechanism to attract potential candidates for positions/specific project work, via an alumni database Ensuring that potential employees recruited back to the organisation have maintained a high level of currency concerning service knowledge and issues Retaining organisational / corporate knowledge and skills that will assist in delivering business outcomes Establishing a powerful marketing tool that will sustain and improve your agency’s image as an innovative and competitive organisation with new and existing employees Enhancing the culture of the agency by building and maintaining effective relationships with employees, both past and present Creating a source of new ideas and acquiring additional skills and experience from exemployees Providing a system that supports effective succession management Creating a flexible and responsive workforce Tailoring approaches to working with the ageing workforce for mutual benefit Enhancing current employees’ careers and professional development by building on their existing skill base and improving corporate knowledge through mentoring programs with exemployees Increasing employees industry and agency connection by helping to establish a powerful network of business contacts Alumni Toolkit 2 Providing both current and ex-employees an opportunity to network socially and professionally with associates from similar regions and/or disciplines. The primary benefit for employees of an Alumni is the ability to remain connected to their agency when they leave knowing there is the possibility to earn an income in the future, while maintaining the work-life balance they desire as they pursue other lifestyle commitments and opportunities. 2.1 Establishing an Alumni Program Agencies should consider the full range of agency specific issues and priorities that will need to be incorporated into and managed when establishing an alumni or similar program. Agencies also retain responsibility for ensuring that any program operates consistently with existing policy and employment legislation. In gaining agency support for an Alumni Program: 2.2 Confirm the program’s goals and how the success of the program will be evaluated eg recruitment numbers resulting from alumni or satisfaction and morale indicators Obtain resources to establish a program – a person to organise events, prepare communications, organise the logistics and to manage the database, for marketing and promotion Identify the program “owner/champion” or co-ordinator. Features of the Alumni Program In order to attract staff to join an Alumni Program – and to engage them – employers can offer a range of tangible and intangible membership benefits, including: Alumnus Club – all former staff to receive a regular newsletter. This opens up avenues for maintaining contact and conveying agency information and social and work opportunities to exemployees. Return to Work Pool – a listing of retirees or those who are working more flexibly and are available to work for their former employer. Employees could nominate for this pool prior to retiring or leaving the organisation. Emergency response volunteering – this group could provide additional assistance during highresponse industry situations eg Fire Ant, Hendra Virus; Cyclone Larry. Mentoring program – facilitated across the agency with employees at all levels, to share experiences and knowledge. 3. Specific procedures for the management of the Alumni Program Agencies are recommended to develop a human resource policy or procedures for establishing an Alumni. Responding to requests for membership to the Alumni is made easier by having a policy or position and processes in place to examine requests from employees. The development of policy will also indicate to employees that the agency is formally supportive of alumni arrangements. Any decisions made regarding approval of an Alumni arrangement should be documented in writing and a copy provided to all eligible employees. Successful implementation of Alumni schemes also requires that employers foster a culture that enables workers to remain connected to work and pass on the corporate knowledge and experience that they have spent many years accruing. Employers who wish to provide an Alumni option to employees should ensure that policies in relation to its operation are implemented openly, fairly and consistently. Alumni Toolkit 3 Consideration should also be given to how the success of the Alumni will be monitored and how the performance of employee’s working with the agency through the Alumni will be assessed. Please note: Employees in an Alumni arrangement are still required to meet the required standards of performance relevant to their role. Management procedures could include: Registration processes which are open to all employees retiring or resigning from the organisation. The registration process should also ensure that the alumni are clear about the benefits of membership and that their expectations are appropriately managed. Distributing information about job opportunities at the agency (the alumni network would be a supplementary channel to standard public sector recruitment procedures). Promoting appropriate short-term vacancies. Facilitating participation in the agency’s mentoring program. 3.1 Alumni eligibility While Alumni programs can offer employers a chance to re-employ quality staff, the reengagement success rate will always depend on how the initial separation was effected. Alumni programs work best with employees who have left voluntarily. Generally, retiring or resigning employees join an Alumni Program by registering for it. Joining an Alumni Program will indicate that the former employee is interested in receiving information about agency activities and job opportunities, including short-term vacancies. 3.2 Embed the Alumni Program processes Link the registration process to other organisational exit processes such as surveys, interviews or formal handovers Configure the alumni database to link with other human resource databases in order to maintain relevant records 3.3 Communicate the Alumni Program In communicating the Alumni Program it is important to ensure that activities are aligned to the organisational objectives and maximise support. For example you may wish to consider: Consulting with line managers so that the program is aligned with organisational requirements and the potential value to the agency is maximised Internal communications to ensure all staff understand the purpose of the Alumni Program such as newsletters, team briefings, information packs Dedicated website information to build knowledge and links Consultation and direct communications with those who have already left the organisation so they have a full understanding of the benefits of joining the Alumni Program. 3.4 Monitor the effectiveness of the Alumni Program by establishing measurable targets linked to key objectives for the program Determine the measurements for success and how results will be analysed and used to build on successes and minimise identified barriers to success Obtain feedback from management, employees and alumni 3.5 Evaluate the effectiveness of the Alumni Program After a pre-determined period of time, the program should be reviewed to consider its overall impact and, if necessary, modify its operations Alumni Toolkit 4 Evaluation techniques could include surveying managers and alumni; reviewing the appropriateness of resourcing; cost benefit analysis; comparison with other alumni programs benchmarks; and the Alumni program’s strategic alignment. 4. How might an agency use an Alumni Program to fill a short-term vacancy? 4.1 Employee eligibility While joining an Alumni Program is voluntary, to be offered a position under the program it is suggested that alumni members would: Provide a resume of their experience, qualifications and details of referees Demonstrate compliance with any mandatory checks that apply to the position/role being offered eg Criminal History Check. Please note: Individual circumstances could be considered on a case by case basis where a former employee has been retired on a medical basis. 4.1.1 Gaining a position through the Alumni Program Managers will need to balance a number of considerations if offering a project or temporary position to an alumni including the benefits of providing existing staff members with developmental opportunities. The Workforce Planning Toolkit and other resources provides managers with the necessary tools to plan for the workforce they require to deliver their business outcomes. Agencies should determine an appropriate internal selection process. Refer to the Recruitment and Selection directive and guidelines for further advice. 4.1.2 Consistency with existing employment legislation An Alumni Program can provide an additional means of accessing appropriately qualified people but their employment must be consistent with all relevant legislation, statutory requirements and public service and agency workforce policies and employment. In recruiting former staff to fill short-term or temporary positions, agencies are bound by the Public Service Act 2008, and the provisions as set out in the following directives, policies and guidelines: Recruitment and Selection Temporary Employment Employment Security Machinery of Government Voluntary Early Retirement (VER) Retrenchment Engaging officers on fixed term contracts of employment Employment Screening In deciding whether a role is offered on a temporary or casual basis to an alumni, the agency should consider the job role and the period of short-term employment or project work. Agencies should also note the possible financial implications that engaging a former staff member could involve. For example, an employee who resigns and is paid out long service leave, but who returns within four weeks, could request recognition of previous service for sick leave and long Alumni Toolkit 5 service leave purposes. For further advice on entitlements/leave etc. enquiries should be directed to the Department of Justice and Attorney-General. 4.1.3 Impact on superannuation and other income Agencies must advise individuals to obtain independent financial advice about their superannuation and other income sources prior to accepting a paid position via the Alumni Program. 5. Further information A number of organisations in both the private and public sector have implemented Alumni programs for different purposes. Organisations include: http://www.dpc.nsw.gov.au/publications/memos_and_circulars/circulars/2007/c2007-41 http://www.centrelink.gov.au/internet/internet.nsf/centrelink_jobs/alumni.htm http://www.unimelb.edu.au/alumni/ http://www.csiroalumni.org.au/ http://www.dpi.qld.gov.au/cps/rde/xchg/dpi/hs.xsl/31_6482_ENA_HTML.htm http://www.pwc.com/gx/en/about-pwc/alumni-network.jhtml The purposes outlined by these organisations for incorporating an alumni program into their organisations vary, however they include those benefits outlined in Section 2. Alumni Toolkit 6 Frequently Asked Questions (FAQs) Q. What if I have taken a redundancy package? A. The usual restrictions apply for employing Alumni if they have received a voluntary early retirement (VER) benefit, redundancy or retrenchment package. Further information on restrictions on re-employment is available in the related directives and policies. Q. Will this affect my superannuation entitlements? A. Being an Alumni member will not affect your superannuation entitlements. However if you gain employment through the Alumni you will need to check with your superannuation provider and/or Financial Advisor to ascertain any affect on your superannuation entitlements. Q. How do I join the Alumni? A. Retired and former employees can elect to join the Alumni Program. People can join the Alumni by downloading and completing the registration form and sending it to the appropriate officer. This would need to be completed and approved before an employee exits employment. Q. Is there a cost to join the Alumni? A. Generally there is no cost to join the Alumni. If an agency chooses to hold events such as breakfasts/dinners/forums etc costs may be incurred for attendance. Q. What are the terms and conditions for Alumni employment? A. As a member of the Alumni, your employment will be under the terms of your employment contract. Q. Am I guaranteed employment through the Alumni? A. The Alumni will only be used for vacancies that are appropriate short-term opportunities. An agency may select Alumni for employment opportunities based on merit. Based on this, employment for Alumni membership is not guaranteed. More information? If you have any questions about the Alumni Program please contact your HR Services Branch in your agency. Alumni Toolkit 7 Example Alumni Registration Template Application Details Title: Given Names: Surname: (Mr/Mrs/Miss/Ms/Dr) Preferred Name: Employee number: If you have changed your surname since leaving this agency, please provide your previous surname: Date of Birth: Gender: Male Email Address: Telephone: Female: Postal Address: (H) (W) (M) Have you ever been the subject of misconduct/disciplinary proceedings? (F) YES / NO If yes, please provide details Register me for employment type: Full Time Part Time Equal Employment Opportunity information Women Non-English Speaking Background Aboriginal and /or Torres Strait Islander Previous employment details: Please complete for last employer Employment Type: Full Time/Part Time Technical Skills and experience (eg Veterinary Science, Project Management): Role title (most recent): Person with a disability South Sea Islander (please indicate) Capabilities (eg Supports strategic direction, achieves results, supports productive working relationships, displays personal drive and integrity; communicates with influence) – Refer to the CLF for additional information. Classification level: Location of position (eg Brisbane, Cairns): Line Manager: Employment period: Cessation reason: Alumni activities – please tick the alumni activities you are interested in: Attending events Organising events Mentoring program Networking Emergency response Privacy Notice – Alumni Program The information you provide on this form will be used to determine your suitability for employment opportunities within (name of agency). The collection of the information on this form is for internal use only. No personal information identifying individual employees will be disclosed to any other party without your consent, unless authorized or required by law. The collection of this information is authorized by the Industrial Relations Act 1999 and Public Service Act 2008. Alumni Toolkit 8