Succession Planning, Workforce Development, Training Initiatives

Facilitator: Dr. Barbara K. Gannon

• Joseph A. Calabrese

• Kari Solomon

• Carina Lieu

Loyda Sequeira-Castillo Dr. Barbara Gannon

Successful Succession Planning: A Leadership Development Webinar

WHAT IS THE ROLE OF THE TRANSIT

BOARD ?

Transit Board of

Directors

Setting & Monitoring

PolicyEmploying the

CEO

Workforce

Development

Hiring Staff

• What are the factors to consider in ensuring continuity in an available workforce to deliver transit services?

• How do these factors relate to current board policy or direction?

• As a policy body, what kind of guidance can you provide to the CEO to enhance succession/workforce planning?

• What kinds of questions might you ask a CEO candidate to understand his/her approach to succession planning?

SUCCESSION PLANNING:

A BROADER VIEW

The Board Role in Succession Planning

Barbara K. Gannon, GannonConsult. Joe Calabrese, GCRTAKari Solomon, GCRTA

Carina Lieu, National Park Scholar

Succession Planning &Workforce

Development

1. Welcome /Introductions

2. Session Overview

3. Frontline Workforce Initiatives – Joe

4. Management Initiatives – Barbara

5. Intern Programs –Kari, Carina

6. Other Industry initiatives – BOD members

discussion

AGENDA

•Defining The Need

•Transportation Learning Center Initiatives

• Rail signals courseware development

•Hybrid technology maintenance programs

•Military veterans and high school bus

maintenance programs

•WIN Program – Denver RTD

FRONTLINE WORKFORCE INITIATIVES

•Defining The Need

•Emerging Leaders – Internships and more

•Early Career

•Mid Manager

•Senior Leaders

•CEO and Transit Board Members

MANAGEMENT INITIATIVES

2014 NATIONAL PARK SCHOLARS

Please lend your opinions, impressions and advice to the strategic planning survey.

•Please take a few minutes to complete the survey at: http://www.surveygizmo.com/s3/1730169/APTF-Survey

•The survey will be available until Friday, August 1, 2014.

APTA FOUNDATION STRATEGIC

SURVEY

Dr. Barbara K. Gannon

Principal

GannonConsult

30 Western Avenue, Sui te 209

Gloucester, MA 01930

Office: 987.281.6512

Cel l : 978.290.2539

CONTACT INFORMATION

• Board of Director Succession Planning

• Workforce Planning / Succession Planning

• Board Support Staff Succession Planning

• CEO Succession Planning

ROLE OF THE BOARD IN SUCCESSION

PLANNING: A BROADER VIEW

• What are the strategic issues facing the organization?

• What is the current composition of the BOD?

• How can the representation be balanced to meet the needs and to represent stakeholder groups?

• What specific qualities are needed?

• How are the naming bodies educated?

SUCCESSION PLANNING:

A BROADER VIEW

Board Members

• What role does the board support staff play?

• What are the skills, qualities, and knowledge needed?

• For a policy body, why is stability in this position important?

• What are methods used to transition a new support staff into this important role?

SUCCESSION PLANNING:

A BROADER VIEW

Board Support Staff

• Analysis: What are the strategic issues facing the organization? How has this changed?

• What leadership competencies are needed today? To take the organization into the future?

• What is the current thinking about succession planning and how to prepare the next levels?

SUCCESSION PLANNING:

A BROADER VIEW

The CEO

CEO Resigns

Transition to Interim

Board Analysis of Need

Hiring Process

Hire of CEO

Transition

Set Goals

Measure Performance

Professional Development

Recalibrate

LIFECYCLE OF

HIRING A CEO

• Broaden employee perspectives:

FROM: Specialist, Analyst, Tactician, Problem Solver, Warrior, Supporting Cast

TO: Generalist, Integrator, Strategist, Architect, Diplomat, Leader

• Prepare leaders to utilize emotional intelligence skills in managing themselves and others

• Understand employee aspirations and career goals

• Identify strategies to retain valuable employees

SUCCESSION PLANNING

• Analysis and Strategic View: Understanding the present and future needs of a company

• Develop: Recognize importance of recruitment and retaining strategies; match future needs to employee aspirations/skills

• Invest: Recognize the return on investment in employee development: Developing talent is a long-term investment

• Prepare and develop staff in higher level leadership skills

• Prepare for transitions – BOD/CEO/Key staff

BEST PRACTICES: ENSURING SUCCESSFUL

TRANSITIONS

WHAT IS THE ROLE OF THE TRANSIT

BOARD?

Transit Board of

Directors

Setting & Monitoring

PolicyEmploying the

CEO

Workforce

Development

Hiring Staff

At this time we are inviting…

• Your questions,

• best practices you’ve used,

• and your comments.

Please key in *1 on your telephone.

QUESTIONS & COMMENTS

PowerPoints and audio MP3 files available to APTA members at www.apta.com. Log-in as a member on the home page with your e-mail address and password. Help in logging-on as a member? APTA’s Helene Brett, hbrett@apta.com, 202-496-4837.

Path:1.Resource Library > 2.Professional Development > 3.APTA Webcasts, Webinars & Online Training > 4.Board Support Staff Leadership Development Webinars

URL:http://www.apta.com/resources/profdev/webinars/boardsupport/Pages/default.aspx

Successful Succession Planning: A Leadership Development Webinar

APTF Survey

http://www.surveygizmo.com/s3/1730169/APTF-Survey

How familiar are you with the American Public

Transportation Foundation (APTF)?

How well do you feel the APTF is meeting its mission?

What do you believe is a meaningful amount for a

scholarship award?

What are ways you think the APTF can raise money?

How would you describe the image of APTF?

Are you interested in becoming more involved with the

APTF?