DRAFT PEOPLE DEVELOPMENT STRATEGY DRAFT APRIL 8 2014 © University of Manitoba, 2014 UM PEOPLE DEVELOPMENT STRATEGY 1 Contents Introduction and Purpose 3 Goals Guiding Development of Strategy 3 Streams of Participants 4 Achieving Optimal Performance 5 Career Planning 6 Exploring Career Opportunities Assessment Developing Preparing Your Toolkit Focused Development Programs Leadership Development Program 6 8 9 10 10 10 Succession Planning 12 What is the UM’s Succession Plan Identification and Development of Successors Summary & Program Deliverables 12 12 13 UM PEOPLE DEVELOPMENT STRATEGY 2 UM PEOPLE DEVELOPMENT STRATEGY Introduction & Purpose The People Development Strategy is made up of four components and represents an alignment of human resources tools, processes and strategies to assist the University in its efforts to achieve and maintain excellence in the provision of post-secondary education by having skilled and competent staff as well as strong and trusted leadership. The four components forming the strategy are: 1. Achieving Optimal Performance; 2. Career Planning; 3. Focused Program Development: Managerial/Leadership; and, 4. Succession Planning. Achieving optimal performance, career planning, managerial-leadership development and succession planning are top priorities for the University and have been captured in two of the Outstanding Workplace Initiative (OWI) commitments: To enhance supports for career and professional development; and, To foster exemplary leadership and management practices. This document serves as a guide for staff and managers at all levels of the organization as the processes are consistent regardless of position level. This strategy will continue to evolve and grow to meet the needs across the whole University community. Goals Guiding UM People Development Strategy To be an organization that embodies and demonstrates the values of continuous learning and development To provide management and leadership supports to assist staff in achieving optimal performance To attract, retain and prepare staff for future career opportunities within the University of Manitoba To identify and anticipate current and future gaps between the changing needs of the University and its staff complement To ensure staff and managers are knowledgeable of the options and processes available to develop staff in their current positions as well as how to prepare staff for potential career progression To build a custom tailored in-house learning program for management and leadership To ensure that a pool of qualified internal applicants are available for key positions UM PEOPLE DEVELOPMENT STRATEGY 3 Streams of Participants There are a great variety of positions within the University. This guide has been developed to assist learning, development and progression for staff at all levels of the organization. UM PEOPLE DEVELOPMENT STRATEGY 4 1. ACHIEVING OPTIMAL PERFORMANCE Organizational excellence starts with the individual. To enable staff to optimize performance, meaningful and on-going dialogue between staff and their manager is essential. This is supplemented through ready access to the tools and resources needed to perform the job responsibilities including knowledge of what the job is and the performance expectations. Up to date job descriptions are an excellent resource that can be accessed to assist. In recognition of the importance of the on-going dialogue between staff and the manager, the University requires regular discussions in relation to performance. For support staff, the formal tool used to capture this dialogue is called the Annual Review and Performance Guide. This tool is intended to aid the manager and the staff person in their dialogue about performance. It is through this tool that discussions and commitments by both the staff person and the manager are captured in relation to performance in the current role as well as discussions about the staff person’s future career development opportunities. This tool has been developed to reflect core competencies that are expected to be demonstrated by all staff of the University. For leadership positions, an additional section has been added to reflect leadership competencies. The competencies that appear in the Annual Review have been used to inform the University’s Learning and Development Services (LDS) of the necessary learning content to incorporate into its offerings. The list of learning opportunities is being reorganized to align directly with those competencies in the Annual Review to enable staff and managers to identify appropriate learning opportunities to optimize performance. Copies of the Annual Review and Performance Process as well as an associated Guide for participants are attached. It is recommended that all staff familiarize themselves with these tools. Employee PREPARATION FOR THE ANNUAL REVIEW.docx Performance Review Form Dec 2 (Final).docm As the Annual Review is only intended to be completed once a year, it is not intended to replace the need for regular and on-going contact between staff and their manager in relation to performance. All staff are encouraged to raise questions, concerns, interests with their managers at the time they arise to ensure timely and meaningful dialogue, consideration and direction. For staff that are interested in the possible opportunities to progress to other positions within the University, including leadership positions, utilization of the processes outlined under Component 2: Career Planning, can be optimized. UM PEOPLE DEVELOPMENT STRATEGY 5 2. CAREER PLANNING Effective career planning has four phases: 1. Exploring potential career opportunities within the UM to identify positions of interest with the potential to meet short and long term career goals. 2. Assessing an inventory of skills, abilities, knowledge, and values to identify which are transferrable, which may benefit from an upgrade, and which skills are core strengths. 3. Developing through training and learning opportunities that help expand skillset to reach goals, considering both formal and informal learning activities best suited to learning styles. 4. Prepare Toolkit to showcase skills, accomplishments, and career progression with a professional resume / application. While attaining a different position is not always the end goal, having an up-to-date toolkit is essential. Exploring Career Opportunities For employees aspiring to move up within the University, having an understanding of the expected skills, qualifications, and competencies of any considered position is very important. For this purpose, Classification Specifications (Class Specs) and Career Paths can be used as tools to help identify requirements for different jobs at different levels. While Class Specs provide detail on collectively negotiated requirements at each group and level, the Career Paths help provide context to the nature of work in a particular classification for a certain function, e.g. Finance or IT. There are a number of mechanisms that staff can access to gain this information as summarized in the table below: Tool Application Classification specifications The majority of positions at the University have classification specifications that outline the qualification, skills and competencies required. This information is available electronically to staff through the website. HR Services webpage Information on applying to and working at the UM, as well as employment opportunities. Career Paths A collection of career profiles that describe job duties, necessary qualifications, and employee testimonials to support career exploration Reach UM Online job application portal that identifies all current vacancies. A job posting is created for each posting that identifies the qualifications, skills and competencies required as well as necessary UM PEOPLE DEVELOPMENT STRATEGY 6 experience. LDS Career Planning Workshop A series of learning workshops has been developed and is available through Learning and Development Services that assists staff in their career planning efforts. It has been constructed to reflect the four phases: explore, assess, develop, and prepare. Leadership, Co-Workers and Human Resources Your current manager, human resources staff, co-workers and other leadership are all valuable sources of information to assist in career planning efforts. Assessment When thinking of a future career, all staff should consider undertaking a thorough self-assessment by looking back, looking inward, and looking forward. Consultation between staff and their manager through the Performance Review process is a helpful tool to assist in this exercise. This tool is outlined in the previous Performance Optimization section. 1) Looking Back – What kinds of positions have you held, what is your experience, and is there a common theme? Consider your years of experience, the kind of role you’ve commonly held, and the environments in which you’ve commonly worked in. What do you want to continue doing, what do you want to be different? 2) Looking Inward – Consider your core competencies, qualifications, and values and motivations. a) Competencies: The Employee Self-Assessment guide has been developed for the purpose of selfexploration in the context of career development to help indicate which are your core strengths and which would benefit from additional training and supports. employee self assessments.pdf b) Qualifications: what are your skills, abilities and qualifications? Do they match to future career goals? If not, are you able/willing to achieve those necessary and what are the resources available to you? To assist in this exercise, it is useful to review and update your resume and consider how you can adjust to assist you in getting your next career move. (insert links to templates and courses that may assist) c) Values and Motivations: How did your past jobs reflect your values? Does your current job reflect your values? What future jobs will support your values? UM PEOPLE DEVELOPMENT STRATEGY 7 Work Values assessment.docx 3) Looking Forward – What are your career goals and what steps are necessary to this? Developing In consultation with your manager, a personal development plan can be developed separately or as part of the Performance Evaluation process to assist staff in reaching their career goals. A template for a development plan is attached hereto. Personal Development Plan Template When completing the Development Plan, it is recommended that the information gathered through the Annual Review and Performance Guide be utilized as well as any learnings obtained through the completion of the Competency Self-Assessment and the Work Values Assessment. In addition, if aspiring for another position, information obtained though the Exploring Stage should be incorporated. If any Focused Development Programs have been built by the University that have application these may also be incorporated. There are many different tools and resources available to assist in a staff person’s development that can be incorporated into your development plan. Some of those tools are listed in the table below: Tool Informal and Formal Learning Opportunities Application Not all learning occurs in the classroom. This simple guide provides ideas on how to leverage on-the-job learning opportunities and explore formal learning including professional associations and academic programs. formal and informal learning opportunities.docx LDS Workshops Learning sessions and workshops designed to build workrelated skills and competencies. UMLLP UM Leadership Learning Program for current and aspiring leaders Tuition Reimbursement The University of Manitoba offers a wide range of academic programs to help build a career or complement a career path and UM PEOPLE DEVELOPMENT STRATEGY 8 provides tuition reimbursement for eligible employees. Employees may also be eligible from reimbursement from their home unit. Preparing Your Toolkit Once you hold the necessary skills and abilities for your next career, there are a number of steps that might be taken before applying. Updated resume A resume should be up to date but also should be reviewed and modified to best showcase the required skills, abilities and attributes of the specific position applied for. Interview Skills There are workshops available to assist staff during the interview process. It is recommended that staff contemplate potential questions that may be asked and consider how best to answer. At a minimum, prepare an answer to the standard question about your background, why you are qualified for the position and why you applied. Job Description It is recommended that you request a copy of the job description of any position in advance of your attendance at the interview. This will enable a better understanding of the job and will permit you to ask better questions during the interview. Remember, the interview is also your chance to assess whether the position is the right fit for you. LDS Course Offerings There are a number of course offerings to assist you throughout the application process and to help you in your career progression efforts. LDS Workshops UM PEOPLE DEVELOPMENT STRATEGY 9 FOCUSED DEVELOPMENT PROGRAMS While each Development Plan (Component #2 - Step #3) is based on the individual, there are some common interests and learning needs that exist for groups of staff. The University is committed to developing specific learning programs for groups of staff. Priority for the development of focused learning programs will be determined through consultation with staff and consideration of the University’s strategic priorities. The first Focused Development Program that has been developed by the University is a leadership development program. This program is called the UM Leaders Program (UMLP). It is anticipated that additional programming will be developed for other staff groupings in the future as other needs have already been identified. LEADERSHIP DEVELOPMENT - UMLP For current leaders as well as those identified as potential future leaders, the preparation of development plans can be largely informed and populated by the UM Leaders Program (UMLP). The purpose of the UMLP is aligned with the U of M Vision: Our students, staff, and alumni will have an association with the University of Manitoba that is transformative and their discoveries will be of the greatest possible benefit to their own lives, and to the lives of others The UMLP is aimed at transforming practices for the greatest possible benefit to the lives of all staff at the U of M. It is fundamentally focused on people. Consequently, the principles of transformational leadership have informed this learning program. Curriculum Design The UMLP learning curriculum is comprised of 4 leadership dimensions and 12 critical competencies of transformational leadership. a) 4 Leadership Dimensions Values: Value-based leaders build their personal and professional fortitude and clarity through reflective learning, developing higher levels of emotional intelligence, and build trust & credibility. Engagement: Relationship based leaders promote high performance cultures through effective communication, fostering team accountability, and developing others to make their best contributions. UM PEOPLE DEVELOPMENT STRATEGY 10 Strategic Leadership: Strategic leaders achieve results by building coalitions, see the patterns in the whole rather than just the parts, and lead organizational change and transformations with confidence and courage. Management Excellence: Effective managers renew and transform their transactional practices and processes to maximize performance results in ways that are aligned with U of M policies & procedures. b) 12 Competencies of Transformational Leadership is visualized in the diagram below Enhances Emotional Intelligence Demonstrates Integrity Builds Trust & Credibility Sound Administrative Practices Effective Decision Making Enhances Diversity & Inclusion Fosters Team Accountability Develops Others Builds Relationships Commitment to Effective Results Leading Change Institutional Alignment Workshop content is being developed and aligned with these leadership competencies. Learning methodologies will include multiple formats and mediums with reliance on internal university experts and resources where available. While the UMLP is a single program, it has been structured to recognize and meet the variation of needs across the leadership spectrum at the University. Content is adjusted based on the individual/group of leaders participating in the Program. For example, content is modified to reflect the needs of an academic leader versus a non-academic leader; or, for a seasoned leader versus a new or emerging leader. The need for and extent of this variation between leadership groups will be further informed by the three pilot groups. Participants in the pilots will receive content mainly through live sessions over an approximate 8-12 month period. The intent is to limit the total time spent by participants over the duration of the Program UM PEOPLE DEVELOPMENT STRATEGY 11 to ten (10) working days. Expert internal resources to lead learning sessions will be used when available and it is expected that this will be achieved for the majority of sessions. The following table summarizes the current program content and the sequence of learning for the pilot groups. Analysis and implementation of the pilot groups’ experience may result in changes. It is anticipated that the final form of the UMLP and its learning content will be completed upon wrap-up of the pilots in early 2015. Session Leadership Dimension UMLP Introduction Personal Mastery: Leading Self & Others from the Inside-Out 5 Roles of Leadership Cohesive, High-Performance Teams Role of the Manager at the University - Performance Management & Retention - Job Descriptions & Classifications - Recruitment, Selection & Diversity Social Intelligence & Leadership Role of the Manager at the University - Annual Review & Development Plans - Attendance & Duty to Accommodate - Legal Lens Systems Thinking Approach to Managing Complexity Role of the Manager at the University - Principles of Sound Financial Management - Progressive Discipline & Grievance Handling - Legal Lens (continued) Coaching & Mentoring for Leadership Excellence Leading in Times of Change Values Strategic Engagement Management Excellence Duration 3 hours 1 day 1 day 1 day 1 day Engagement Management Excellence 1 day 1 day Strategic Management Excellence 1 day 1 day Engagement Strategic 1 day 1 day Delivery The UM Leaders Learning Program is being delivered in two phases: Pilot and Formal Roll-Out. Phase 1 3 Cohort-Based Pilots In order to ensure the appropriateness and effectiveness for our differing streams of leaders/managers at U of M, we are starting the program with three different pilot groups in 2014. Each of these groups will form a cohort. From the commencement of this learning program, participants will move together through common workshops and other experiences. This cohort-based curriculum is intended to enable participants to use the power of interpersonal relationships to enhance learning, interpersonal interaction and support, and, ultimately, program completion as a group. These cohorts are intended to include: UM PEOPLE DEVELOPMENT STRATEGY 12 (i) One Cohort of 2 intact Administrative leadership and management teams from IST and Financial Services. (ii) One Academic Cohort comprising of Department Heads from across the University. (iii) One Cohort of Middle-Mangers/Business Officers from a variety of departments across the U of Manitoba. All three pilots also enable us to practically respond to the U of M’s Outstanding Workplace Commitment # 1, namely, to “increase our connectedness as a community.” Phase 2 Formal Roll-Out The feedback from these three pilot cohorts along with other learning and workplace behavior assessments, will inform the formal roll out of the UMLP. We anticipate offering the learning program both to specific academic and administrative cohorts and with workshops open to individuals across the U of M beginning Spring of 2015. At the time of formal roll-out it is anticipated that the UMLP will also include coaching and mentoring components that are currently under development and which do not form part of the current pilots. UM PEOPLE DEVELOPMENT STRATEGY 13 SUCCESSION PLANNING What is the UM’s Succession Plan? The University recognizes the inherent and extrinsic value of promoting from within as the main foundation of its succession plan. The processes set out under this strategy have been constructed to provide staff with appropriate opportunities and clearly defined processes and tools to develop and enhance the skills, attributes and competencies required to assume current and future roles. Opportunity is a key factor in our ability to retain staff of all levels within our University family. The UMLP has been designed to specifically meet the leadership needs of the University both today and into the future. The University is taking this pro-active approach to ensure ongoing skilled and competent leadership. Completion of Focused Development Programs (Component #3) will be considered an asset in future leadership job competitions. Identification and Development of Successors It is the shared and individual responsibility of all University leaders to ensure that staff are provided with the guidance and support to be successful in their current positions. Equally important is to identify, inform and assist staff who demonstrate the potential and interest to assume higher level positions within the University. This guide provides leaders and staff with the tools and information necessary to meet this objective through utilization of the Development Plan tool as identified in the Career Planning Component. All staff are urged to consider future possible positions and are encouraged to work toward that achievement. The obtainment of an aspired position can never be guaranteed as it is dependent on many variables and the awarding of positions are ultimately determined by University policy and applicable collective agreements. Equity and Diversity The University is actively considering additional opportunities and programming to achieve a greater diversity of staff at all levels within the University such as job trials, job-ready applicant pools, etc. UM PEOPLE DEVELOPMENT STRATEGY 14 SUMMARY & PROGRAM DELIVERABLES As reflected throughout this document, the University is committed to providing tools and resources to help all staff optimize their performance as well as providing real opportunity to prepare for future career aspirations within the University environment. The University recognizes that it cannot succeed in meeting its mission, vision and values without a qualified, engaged, committed and stable staff group. The deliverables flowing from each of the four Program components of the People Development strategy are: Achieving Optimal Performance - Catalogue and description of key competencies Alignment of Annual Review, Job Descriptions, Recruitment and Associated HR Processes with Key Competencies Career Planning - Ready Access to Employment Opportunities Development and Access to Career Path Mapping Career Planning Workshops Personal Development Plans Focused Program Development - Program Development for Identified Needs UMLP Succession Planning - Identification and Support of Individuals to Future Leadership and Other Key Positions Alignment with Equity and Diversity Strategy - UM PEOPLE DEVELOPMENT STRATEGY 15