Badging and Certification Project. Lewis Mangen - Director, Organizational and Talent Development University Human Resources

Transcription

1 Badging and Certification Project Lewis Mangen - Director, Organizational and Talent Development University Human Resources 1

2 Professional Development Roadmap CTF Success Profiles for Primary Roles Competency Dictionary Targeted Development Opportunities LMS Access to on-line learning Participation Records Link to reports & resources Certs Collection of Learning Experiences Employee & Supervisor involvement Competency Training Framework Identify behaviors that lead to success Reviewed leadership development models and competency benchmarks from private sector and universities Conducted focus groups and individual interviews with 115 exemplary staff Creating a competency dictionary to define 50+ critical competencies Using gap analysis to identify need for new learning opportunities Learning Management System Blackboard will be the LMS utilized to support staff development Links to Blackboard and a registration app for classroom training included on training website LMS will keep track of training completion and allow employees to retrieve training history Certification and Badging Programs Certificate programs focus employees and supervisors on targeted skill areas Certificate(s) may be required or preferred for internal selection Badges are issued for small achievements (i.e. training completion) Collection of badges earns a certificate Badges will be linked to Blackboard using the same badging infrastructure used by OHIO Student Affairs CLDC 2

3 Six Primary Roles Provide Development Focus Strategic Leader Determines long-term strategy and priorities for the entire university. Creates structures, develops policies, aligns organizational priorities and allocates resources for large, complex organizations to achieve broad university goals. Decisions and actions directly influence the entire university. Operational Leader Translates strategy into operating plans. Interacts cross-functionally to create programs, processes, and systems that enable execution of strategy. Directs complex initiatives, prioritizes resources, and manages a broad range of activities that affect an entire function or planning unit. Department Supervisor Supervises daily activities and outcomes of a work group. Ensures proper execution of work processes and achievement of assigned goals and standards. Provides guidance, training, and direction using established guidelines and policies. Professional Expert Uses deep technical expertise to develop and interpret guidelines, design new processes, and resolve complex issues. Provides consultation and direction on all matters related to area of expertise. Prioritizes and plans multi-phase projects. Coordinator/Organizer Coordinates processes, resources, and tasks to help improve efficiency and effectiveness of operations for a department or unit. Organizes and schedules activities and events using general guidelines. Uses technical knowledge and expertise to analyze information and solve difficult and sometimes unusual problems. Service Provider Interacts directly with department s client base to provide information, services, products or materials. Uses specialized knowledge to answer questions, provide guidance, and troubleshoot problems. Performs transactional activities, often in fast-paced, high-volume situations, to carry-out the department s work. 3

4 Development Categories Promote Balance Well-rounded development efforts focus on People, Tasks, and Self People Focus Involving, inspiring, influencing, collaborating and interacting with others to accomplish goals and build team effectiveness. Leadership Relationships Communication Task Focus Processing information, organizing tasks, and managing resources to deliver high-quality results in a timely manner. Planning & Managing Work Processing Information Flexibility & Creativity Self Focus Building knowledge, awareness, and technical skills to be proficient, credible, and relevant in a field of work. Possessing characteristics that contribute to personal effectiveness Personal Characteristics Tools & Technology Job-Specific Expertise 4

5 Success Profiles Highlight Success Drivers in Each Role Strategic Leader - Determines long-term strategy and priorities for the entire university. Creates structures, develops policies, aligns organizational priorities and allocates resources for large, complex organizations to achieve broad university goals. Decisions and actions directly influence the entire university People Focus Involving, inspiring, influencing, collaborating and interacting with others to accomplish goals and build team effectiveness. Leadership Vision Change Leadership Influence Talent Development Relationships Customer Focus Empathy Relationship Building Collaboration Conflict Management Communication Writing Skills Presenting Information Active Listening Organizing Communication Task Focus Processing information, organizing tasks, and managing resources to deliver high-quality results in a timely manner. Planning & Managing Work Organizing and Planning Drives Orientation Strategic Planning Processing Information Systems Thinking Financial Acumen Problem-Solving Decision-Making TBD Flexibility & Creativity Self Focus Building knowledge, awareness, and technical skills to be proficient, credible, and relevant in a field of work. Possessing characteristics that contribute to personal effectiveness Personal Characteristics Self-Awareness Professional Courage Positive Interaction Action Orientation Composure TBD Tools & Technology Job-Specific Expertise Industry Best Practices Functional Knowledge 5

6 Success Profiles Highlight Success Drivers in Each Role Operational Leader - Translates strategy into operating plans. Interacts cross-functionally to create programs, processes, and systems that enable execution of strategy. Directs complex initiatives, prioritizes resources, and manages a broad range of activities that affect an entire function or planning unit. People Focus Involving, inspiring, influencing, collaborating and interacting with others to accomplish goals and build team effectiveness. Leadership Motivation Empowerment Influence Vision Change Leadership Talent Development Relationships Customer Focus Building Trust Relationship Building Collaboration Teamwork Communication Active Listening Presenting Information Providing Instructions Having Difficult Conversation Task Focus Processing information, organizing tasks, and managing resources to deliver high-quality results in a timely manner. Planning & Managing Work Organizing and Planning Managing Work Strategic Alignment Results Orientation Process Design Processing Information Systems Thinking Financial Acumen Analytical Thinking Problem-Solving Decision-Making Flexibility & Creativity Flexibility Learning Agility Innovation Self Focus Building knowledge, awareness, and technical skills to be proficient, credible, and relevant in a field of work. Possessing characteristics that contribute to personal effectiveness Personal Characteristics Confidence Persistence Self-Awareness Professional Courage Positive Interaction Tools & Technology MS Excel MS Outlook MS Word Job-Specific Expertise Policy and Regulatory Compliance Institutional Knowledge Statistical Knowledge Accountancy Skills Budgeting & Forecasting Skills Financial Systems 6

7 Success Profiles Highlight Success Drivers in Each Role Department Supervisor - Supervises daily activities and outcomes of a work group. Ensures proper execution of work processes and achievement of assigned goals and standards. Provides guidance, training, and direction using established guidelines and policies. People Focus Involving, inspiring, influencing, collaborating and interacting with others to accomplish goals and build team effectiveness. Leadership Motivation Empowerment Leading by Example Influence Talent Development Accountability Relationships Building Trust Customer Focus Collaboration Empathy Conflict Management Communication Provide Instructions Active Listening Having Difficult Conversations Writing Skills Presenting Information Task Focus Processing information, organizing tasks, and managing resources to deliver high-quality results in a timely manner. Planning & Managing Work Results Orientation Organizing and Planning Process Design Managing Work Processing Information Analytical Thinking Systems Thinking Gathering Information Financial Acumen Flexibility & Creativity Flexibility Adaptability Innovation Self Focus Building knowledge, awareness, and technical skills to be proficient, credible, and relevant in a field of work. Possessing characteristics that contribute to personal effectiveness Personal Characteristics Confidence Persistence Self-Awareness Action Orientation Composure Positive Interaction Tools & Technology University software packages and systems Bobcat Buy Excel, Outlook Payroll Job-Specific Expertise Policy awareness and compliance Institutional knowledge Benchmarking / best practices / trends 7

8 Success Profiles Highlight Success Drivers in Each Role Professional Expert - Uses deep technical expertise to develop and interpret guidelines, design new processes, and resolve complex issues. Provides consultation and direction on all matters related to area of expertise. Prioritizes and plans multi-phase projects. People Focus Involving, inspiring, influencing, collaborating and interacting with others to accomplish goals and build team effectiveness. Leadership Accountability Change Leadership Influence Relationships Customer Focus Empathy Collaboration Consulting and Advising Relationship Building Cultural Competence Communication Having Difficult Conversations Active Listening Presenting Information Providing Instructions Writing Skills Facilitation Organizing Communication Task Focus Processing information, organizing tasks, and managing resources to deliver high-quality results in a timely manner. Planning & Managing Work Organizing and Planning Managing Work Process Design Processing Information Systems Thinking Gathering Information Analytical Thinking Decision-Making Flexibility & Creativity Innovation Flexibility Adaptability Creativity Learning Agility Self Focus Building knowledge, awareness, and technical skills to be proficient, credible, and relevant in a field of work. Possessing characteristics that contribute to personal effectiveness Personal Characteristics Self-Awareness Attention to Detail Advocacy Positive Interaction Tools & Technology University software packages and systems MS Excel, Word, Outlook Database access & management Job-Specific Expertise Policy awareness and compliance Aware of best practices Compliance knowledge Business knowledge Goals/objectives of other functions Awareness of resources Developing policies & procedures 8

9 Success Profiles Highlight Success Drivers in Each Role Coordinator/Organizer - Coordinates processes, resources, and tasks to help improve efficiency and effectiveness of operations for a department or unit. Organizes and schedules activities and events using general guidelines. Uses technical knowledge and expertise to analyze information and solve difficult and sometimes unusual problems. People Focus Involving, inspiring, influencing, collaborating and interacting with others to accomplish goals and build team effectiveness. Accountability Leadership Relationships Cultural Competence Customer Focus Relationship Building Teamwork Consulting and Advising Empathy Communication Writing Skills Active Listening Having Difficult Conversations Presenting Information Task Focus Processing information, organizing tasks, and managing resources to deliver high-quality results in a timely manner. Planning & Managing Work Organizing and Planning Multi-tasking Processing Information Analytical Thinking Systems Thinking Gathering Information Flexibility & Creativity Adaptability Creativity Learning Agility Self Focus Building knowledge, awareness, and technical skills to be proficient, credible, and relevant in a field of work. Possessing characteristics that contribute to personal effectiveness Personal Characteristics Attention to Detail Advocacy Composure Positive Interaction Tools & Technology University software packages and systems MS Office applications Job-Specific Expertise Knowing how work gets done Knowledge of university structure & environment Understanding of policies 9

10 Success Profiles Highlight Success Drivers in Each Role Service Provider - Interacts directly with department s client base to provide information, services, products or materials. Uses specialized knowledge to answer questions, provide guidance, and troubleshoot problems. Performs transactional activities, often in fast-paced, high-volume situations, to carry-out the department s work. People Focus Involving, inspiring, influencing, collaborating and interacting with others to accomplish goals and build team effectiveness. Leadership Leading by Example Customer Focus Teamwork Empathy Relationships Communication Providing Instructions Active Listening Having Difficult Conversations Task Focus Processing information, organizing tasks, and managing resources to deliver high-quality results in a timely manner. Planning & Managing Work Organizing and Planning Multi-tasking Processing Information Analytical Thinking Gathering Information Flexibility & Creativity Flexibility Adaptability Learning Agility Self Focus Building knowledge, awareness, and technical skills to be proficient, credible, and relevant in a field of work. Possessing characteristics that contribute to personal effectiveness Personal Characteristics Attention to Detail Advocacy Action Orientation Persistence Positive Interaction Seeking Feedback Tools & Technology University software packages and systems Knowledge of databases MS Office applications Job-Specific Expertise Policy awareness and compliance Knowledge of university structures Knowledge of workflow & processes Know how univ systems interact Help students grow & develop Policy & procedure knowledge Aware of external events & impact 10

11 Competency Dictionary Will Drive Conversation Defining critical behaviors makes it easier to talk about them Competency Dictionary Leadership Inspiring and Motivating Empowerment Influencing Visioning Change Leadership Talent Development Relationships Customer/Client Focus Building Trust Relationship Building Collaboration Teaming Communication Active Listening Presentation Skills Providing Directions & Expectations Handling Difficult Conversation Planning & Managing Work Planning and Organization Managing Work Strategic Awareness & Alignment Drives Results Designing Processes Analyzing Information Systems Thinking Financial Acumen Analytical Thinking Problem Solving Decision Making Flexibility & Creativity Flexibility Learning Agility Innovation Personal Characteristics Confidence Persistence Self-Awareness Professional Courage Positive Interaction Each competency is defined Example: Customer/Client Focus Establishes productive customer relationships by effectively meeting needs and taking responsibility for satisfaction. Performance Indicators Gets first-hand customer information and uses it for improvements Acts promptly with customers in mind Handles upset customers by hearing the customer out, empathizing, apologizing, and taking responsibility for resolving issues Competencies can be Integrated with key processes Development Plans Talent Review Job Descriptions and Postings Performance Discussions Retention Interviewing & Selection 11

12 Certificates Will Create Interest and Build Skills A collection of knowledge, skills and behaviors can be rewarded with a certificate Leadership Inspiring and Motivating Empowerment Influencing Visioning Change Leadership Talent Development Planning & Managing Work Planning and Organization Managing Work Strategic Awareness & Alignment Drives Results Designing Processes Job-Specific Expertise Policy and Regulatory Compliance Institutional Knowledge Statistical Knowledge Accountancy Skills Budgeting & Forecasting Skills Financial Systems Human Capital Administration & Planning Compliance Finance Skills Certificates can be awarded when a certain number of badges have been earned. A badge can be issued for a training event, demonstrated skill, or other achievement. Example: A Finance Skills certificate could be earned upon accumulating 15 of the following badges: Budget Packet & Reconciliation Campus Budgeting Fund Balance Workshop COA Fundamentals Reporting Fundamentals Grant Fundamentals Accounting with the New COA Manager Self-Service Costing Payment Dashboard Individual Compensation Distribution Reporting Analytics Bobcat Buy Workforce Concur P-Card Purchase Orders Cash Management Signature Authority Sub-certification Costing Budget 12

13 Work Group Purpose and Vision Project Goals: Competency Model and Dictionary Success Profiles for primary roles Recommendations for new learning experiences Badging and Certificate program Deployment of Blackboard as employee LMS Provide user experience perspective for your Planning Unit Weigh in on important topics like Branding, Training, Communications, etc. 13

14 Work Group Representation Planning Unit or Department Representative Planning Unit or Department Representative Classified Senate Sharon Romina Patton College of Education Lisa Dael Classified Senate College of Arts and Sciences College of Business College of Business College of Business/RC Strategy College of Fine Arts/RC Strategy Cheri Sheets Ann Bennett Julie Howard Stephanie Howell Phil Taylor Kari Saunier Office of Global Affairs and International Studies Regional Campuses Russ College of Engineering University Advancement University Advancement University College Lorinda Collins Rosanna Howard Brent Patterson Hannah Bechtold Janelle Stitle Cimmeron O'Connor Division of Finance and Administration Amanda Davis University College/Administrative Senate Wendy Rogers Division of Finance and Administration Chad Mitchell University Libraries University Libraries Chad Boeninger Lisa Mackinder Human Resources Human Resources Office of Adminissions Office of the Provost Office of the Provost Lewis Mangen Zac Shoup Lindsay Shirk Mary Brown Kyle Rosenberger University Libraries/Administrative Senate Voinovich School of Leadership and Public Affairs WOUB Center for Public Media Eileen Theodore-Shusta Stephanie Howe Joan Butcher 14

15 High-Level Project Timeline 2018 Jan Feb Mar Apr May Jun Jul 2018 Today First Work Group Meeting 1/31/2018 First Certificate Decided 3/15/2018 Program is Available for use 5/31/2018 Expo/Fair - Showcasing the Badges and Certificate available 7/9/

16 Badging and Certification Project Updates Badging and Certification Work Group Kicked-off at the end of January Campus Representation Program Website Re-working the Professional Development webpage Gap Analysis Focus Group and Work Group recommendations Next steps Competency Training Framework Dictionary Success Profiles Next Steps Final Recommendations from Gap Analysis Work Group meeting 2/28 16

17 Questions? Lewis Mangen Director, Organizational and Talent Development University Human Resources 17