Talent Assessment and Development of Clinical Leadership · • Leadership and talent are the fuel...
Transcript of Talent Assessment and Development of Clinical Leadership · • Leadership and talent are the fuel...
Talent Assessment enables leaders to
• Build a foundation for managing and growing talent• Within their business and • Across the entire organization
• Evaluate on two dimensions• Current performance &• Leadership potential
• Create a forum for leaders to calibrate rated performance and potential of employees in order to take action on development, advancement, recognition and performance improvement
• Engage their people in their own development with the support of the entire leadership team
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When integrated, Talent Assessment drives key talentoutcomes that inform business decisions
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Talent Assessment
Inform Salary
Decisions
Inform Promotions
Inform Rotations
HIPO Program
Individual Development Action Plans
Talent Acquisition
2 Deep Planning
Drive CLI agenda
Creating a Talent Mindset
• Leadership and talent are the fuel that helps to drive the organization• Attracting, engaging, developing and retaining talent are core expectations and responsibilities of every manager
Characteristics of a talent mindset culture:• Every leader holds themselves and their teams accountable for building, developing and strengthening talent
• Development activities consist of on the job experience, stretch assignments, exposure, coaching and feedback
• Each leader plays an active role in the identification, brokering and progress of these opportunities
• There is an open, feedback‐rich environment. Leaders talk about their people candidly and engage in meaningful career discussions
• There is a willingness to invest in and take risks on high‐potentials• There is an ability and willingness to share talent across the organization
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A 5‐step process has been designed to facilitate the Talent Assessment process at Northwell Health
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Leaders’ Prework: Complete performance review and
assessment prework
HR-led assessment: Leaders assessment reports and
discuss “People to Watch” together
Facilitator notes feedback and maps discussion to 9-box grid
Executive summary assessment results and action
plans are reviewed with participants
Action Steps: Each individual has an action plan – IDPs, PIPs, stretch assignments,
etc. Meetings with key people to watch are scheduled. Talent
Assessment
What if you could see your entire leadership team and their development needs at a glance?
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Critical Roles Overall Development Themes
Individual Development Action Plans
Northwell Health 9 Box Definitions 2017
Individual Performance in Current Role
HighPotential
MediumPotential
Low Potential
Potential to do
more
Lead
ership, Scope
, Fun
ction
StarRising StarPotential Gem
Agile High PerformerKey PlayerInconsistent Performer
Subject Matter ExpertSolid ProfessionalPoor Performer
• Readiness Level – Ready Now to take on greater leadership responsibility
• Consistently exceeds expectations and demonstrates Integrity and Excellence leadership capabilities at the next level
• An Innovator and big picture thinker that drives for the organization and their team
• Considered a role model of our Behavioral Expectations
• Readiness Level – Ready 6‐12 months to take on greater leadership responsibility
• Demonstrates Integrity and Excellence and high potential for greater leadership responsibilities
• Has the personal drive to seek out new tasks, projects and opportunities for growth outside of their current job scope
• Consistently meets Performance and Behavioral Expectations
• New to Organization/Newly Promoted/Newly transferred < 1 year
• Has the ability and potential to be successful in current role but needs additional support and/or time
• Willingness to accept feedback and apply learning to address challenges and ambiguity
• Low Performance and inconsistent demonstration of our Behavioral Expectations
• Possible mismatch in role
• Performance Improvement Plan must be created
• Readiness Level – Ready 1‐ 2 years to take on greater leadership responsibility
• Ready for new challenge to continue to grow as a leader
• Manages ambiguity and demonstrates Integrity and Excellence to successfully achieve tasks
• Consistently exceeds Performance and Behavioral Expectations
• Currently growing in role, may have the potential to do more through expanded responsibility
• Is able to apply feedback and incorporate diverse perspectives
• Consistently meets Performance and Behavioral Expectations
• Established reputation as a knowledge expert• Has reached limit role potential and limited motivation for expanded role
• Difficult to replace• Consistently exceeds Performance and Behavioral Expectations
• Not delivering on expected results in role
• Performance is poor, initiate Exit Plan
• Future with the organization uncertain
• Does not demonstrate our Behavioral Expectations
• Delivers on expectations, but do not see opportunity for lateral or upward movement in role
• Currently at leadership potential
• May have reached role potential
• Demonstrates our Behavioral Expectations
Low Performance
MediumPerformance
High Performance
Northwell Health 9 Box Development Plan Suggestions 2017
Individual Performance in Current Role
HighPotential
Medium Potential
LowPotential
Potential to do
more
Lead
ership, Scope
, Fun
ction
StarRising StarPotential Gem
Agile High PerformerKey PlayerInconsistent Performer
Subject Matter ExpertSolid ProfessionalPoor Performer
• Readiness Level: Ready Now to broaden skill set, scope/responsibility and take on significantly greater role
• Provide opportunity to act in project leadership capacity expanding scope
• Ready for Promotion/Lateral Move• Include in NEXT UP
• Readiness Level: 6 – 12 months, ready to take on greater leadership responsibility
• Needs additional exposure to be prepared for next role
• Focus development on specific competency or skill gaps to move to high performance
• Provide stretch assignments • Nominate for HiPo Program
• Provide training to boost technical /functional skills
• Use feedback and coaching to asses interests and motivational drivers
• Watch for signs of burnout or retention risk
• Clarify key goals and responsibilities• Ensure in correct role
• Compare job requirements with individual skills, capabilities and interests to see if they align with the role
• Provide performance feedback on specific competency or skill gaps to move from low to medium performance
• Create a Performance Improvement Plan and monitor regularly
• Readiness Level: 1 ‐ 2 years for greater role but requires further development
• Opportunity to lead project or leadership initiative
• Nominate for ALEAD 2.0
• Mentor for leadership skills
• Provide stretch assignment
• Invest in training, retaining, visibility
• Consider courses at CLI to increase skills
• Expand knowledge; mentor
• Conduct stay interviews to determine motivational drivers and create a retention strategy
• Enlist help in developing/mentoring others
• Broaden access to organization networks for knowledge transfer
• Continue giving access to learning opportunities within function
• Monitor Performance Improvement Plan regularly to evaluate performance
• Immediate improvement is required
• Initiate Exit Plan
• Focus on skill mastery
• Encourage relevant certifications/training
• Develop expertise in subject matter area
Low Performance
Medium Performance
High Performance
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The Talent Management Process
Career Conversations
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Performance Management• Past Focused• Person Focused• Measures absolute and relative performance
Talent Assessment• Future Focused• Person Focused• Builds on performance management by evaluating potential
Succession Planning• Future Focused• Job & Person Focused• Determines individuals readiness for specific Critical Jobs
Emergency Department Nurse Talent Assessment
Focused on current nursing leaders and the top 15% of front line nurses in each Emergency Department
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Executive Summary: ED Talent Assessment and Development
Overview:• This pilot was the first of its kind for Northwell Service Lines and Clinical Leaders• Embraced by the CNOs and the Emergency Department (ED) leadership teams• Site teams understood the value and had robust discussions about development plans
Objectives:• Understand current bench strength• Identify “Top Talent” • Launch Individual Development Plans (IDPs)• Develop leadership’s ability to assess Talent• Deepen collaboration amongst the Service Line, Site ED and Hospital Nursing Leaders and
HR Leaders.• Prove value of the Talent Assessment in specialty clinical specific areas
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ED Talent Assessment Findings
Process:
• High Potential (above average review) ED RNs and ED Leadership were assessed for current performance and leadership potential
• IDPs were crafted
• Over 250 nurses assessed at 17 sites
Opportunity Blockers:
• Consistency in Charge training
• Unknown career goals
• Lack of IDPs
• Fear Top Talent will be stolen
• Concern that leaders will be replaced
Action Items:
• Standardize site HR/ED relationships
• Need a more robust leadership pipeline
• Need to increase retention—deep review on engagement, mobility and talent. (Data shows that ED patient satisfaction scores correlate with employee engagement)
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Next Steps for ED Leadership and Site HR
90 Days
•Complete TAs for the remaining ED nurses, include educators
• Share outcomes of Talent Assessment with key executives, leaders and HR
•Standardize plan to ensure IDPs are completed for all assessed
• Standardize Charge/Triage on‐boarding.
•Understand daily work can inhibit communication about development plans
6 Months
•Develop strategies to address developmental opportunities to nurture and deploy “Top Talent”
•Ensure PIPs are in place for underperformers
• Incorporate TA outcomes into promotions and HiPo & ALEAD nominating process
•Create shadowing /mentoring opportunities across departments and sites
• Standardize relationships between ED Leadership, Educators and HRBPs
1 Year
•Conduct Annual Talent Assessment sessions
•Quarterly review of IDPs
•Review HR/CLI classes to support new leader educational needs
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Next Steps for Future Service Line Talent Assessments
Collaboration
•All ED leaders perform ED multi‐disciplinary talent assessment as a team
•Robust partnership with Service Line, Service Line Business Partner, Site ED and Site HR
• Ideal to have a site neutral program facilitator to focus on behaviors
• Set expectations for reviews and IDP delivery
Expansion
•Will perform similar Talent Assessment for all providers next year
•Will include Burnout Assessment and IDP to address elevated levels
•Broaden the data review to evaluate:
• Turnover/mobility• Patient Satisfaction•Employee Engagement
•Broaden shadowing and mentoring opportunities across departments and sites
Strength Building
•Align employees and leaders in roles that match their strengths.
• Explain need for a leadership bench—beyond Long Island!
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Site 2016 Tier 2017 Tier
Mobility Rate*2016
Mobility Rate*2017‐
(Annualized)
% Top Talent Leaders**
% Top Talent Frontline Staff**
A 2 2 12.6% 22.2% 30% 8%
B 1 1 (67%), 2 (33%) 36.7% 15.7% 5% 6%
C 2 2 14.0% 5.8% 10% 6%
D 1 1 (83%), 2 (17%) 27.1% 28.6% 5% 6%
E 2 1 (33%), 2 (67%) 23.6% 5.9% 10% 12%
F 3 1 (25%), 2 (25%), 3 (50%)
13.2% 21.8% 0 8%
G 3 1 (50%), 2 (50%) 23.9% 37.2% 10% 2%
H 3 1 (25%), 2 (25%), 3 (50%)
19.5% 12.9% 5% 10%
I 2 1 (33%), 2 (17%), 3 (50%)
22.1% 28.2% 10% 22%
J 2 2 Not yet assessed
Not yet assessed
Not yet assessed
Not yet assessed
K N/A 3 Not yet assessed
Not yet assessed
Not yet assessed
Not yet assessed
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ED Site Overview: Engagement, Mobility and Top Talent
*Mobility rate: All staff who leave a department for promotion, internal transfer, or termination. (involuntary and voluntary)**Top Talent: According to Bersin & Associates, 10% to 15% of employees typically fall in Top Talent Boxes. Of those employees, only 5% fall into the Star box.
Site 2016 Tier 2017 Tier
Mobility Rate*2016
Mobility Rate*2017‐
(Annualized)
% Top Talent Leaders**
% Top Talent Frontline Staff**
L 3 2 14.9% 0.0% Not yetassessed
Not yet assessed
M 2 1 18.0% 18.0% 5% 4%
N 2 2 27.7% 18.2% Info not yet recorded
Info not yet recorded
O 2 1 (50%), 2 (50%) 19.9% 35.9% 5% 8%
P 2 1 14.3% 0.0% 5% 4%
Q 2 2 14.0% 18.6% 0 4%
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ED Site Overview: Engagement, Mobility and Top Talent(con’t)
*Mobility rate: All staff who leave a department for promotion, internal transfer, or termination. (involuntary and voluntary)
**Top Talent: According to Bersin & Associates, 10% to 15% of employees typically fall in Top Talent Boxes. Of those employees, only 5% fall into the Star box.
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2017 Employee Survey Results ‐ EMSL Top Strengths and Concerns
Top 5 Strengths % FavorableI like the work I do. 92%
I understand my role in delivering Northwell Health's brand promise. 91%
I understand the connection between my work priorities and the goals of this entity. 91%
Northwell Health values employees from different backgrounds. 89%
My coworkers make an effort to provide an excellent patient/customer experience. 88%
Top 5 Concerns % UnfavorableMy work unit is adequately staffed. ***EMSL has developed Staffing Model with CNOs, see next slide. 42%
Different work units work well together in this entity. 18%
I get the tools and resources to provide the best care/service. 17%
The person I report to deals effectively with poor performance.***This Talent Assessment process enhanced current HR/EMSL relationships. 17%
I am involved in decisions that affect my work.***Supports continued work of the ED Collaborative Care Councils. 17%