ATD Blog
Lessons Learned: Succession Planning Change Management
Fri Dec 16 2016
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At first blush, succession planning in the healthcare industry would appear to be a logical way for improving patient care and employee engagement. Yet it is a difficult concept to sell. The urgency to implement is diminished by healthcare leadership’s many competing priorities; it is a classic case of not seeing the forest because of the trees.
At first blush, succession planning in the healthcare industry would appear to be a logical way for improving patient care and employee engagement. Yet it is a difficult concept to sell. The urgency to implement is diminished by healthcare leadership’s many competing priorities; it is a classic case of not seeing the forest because of the trees.
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This blog post shares lessons learned. For starters, meet your organization where they are. Succession planning is a new way of thinking how to quantify and qualify talent potential and readiness. It introduces new words, concepts, and processes. What’s more, that learning curve can be overwhelming.
This blog post shares lessons learned. For starters, meet your organization where they are. Succession planning is a new way of thinking how to quantify and qualify talent potential and readiness. It introduces new words, concepts, and processes. What’s more, that learning curve can be overwhelming.
Communicate. Communicate. Communicate
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As talent management professionals, it is our responsibility to guide our leaders and organizations. Ideally, we help them connect the dots between succession planning and desired business outcomes. One way is to demonstrate how talent development isn’t a new or additional responsibility. Effective leaders intuitively develop their employees by assigning projects and providing continued performance management. Another way to illustrate the value of succession planning is to quantify the cost of turn over. Keep in mind when messaging is absent, organizations become highly creative in connecting those dots.
As talent management professionals, it is our responsibility to guide our leaders and organizations. Ideally, we help them connect the dots between succession planning and desired business outcomes. One way is to demonstrate how talent development isn’t a new or additional responsibility. Effective leaders intuitively develop their employees by assigning projects and providing continued performance management. Another way to illustrate the value of succession planning is to quantify the cost of turn over. Keep in mind when messaging is absent, organizations become highly creative in connecting those dots.
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Succession planning holds the promise of high effort/high yield. Contrary to popular belief, some of those yields are immediate. Talent review dialogs provide valuable insight into how an executive’s direct reports lead and manage. For example, try coaching executive leaders how to see value in the talent review exercise. Prompt your executives to observe their direct reports/leaders in action.
Succession planning holds the promise of high effort/high yield. Contrary to popular belief, some of those yields are immediate. Talent review dialogs provide valuable insight into how an executive’s direct reports lead and manage. For example, try coaching executive leaders how to see value in the talent review exercise. Prompt your executives to observe their direct reports/leaders in action.
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How well do they know their business requirements?
How well do they know their business requirements?
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How strategic and forward thinking are they?
How strategic and forward thinking are they?
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In today’s age of engagement, how connected are they to their team?
In today’s age of engagement, how connected are they to their team?
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Use metrics that make sense. Focus on key process indicators to help your organization see the quick wins and the long term benefits through trending.
Use metrics that make sense. Focus on key process indicators to help your organization see the quick wins and the long term benefits through trending.
Develop Key Metrics
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Leaders will need to examine several key metrics, including:
Leaders will need to examine several key metrics, including:
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·number successors for critical positions
·number successors for critical positions
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percent of ready now successors
percent of ready now successors
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·number high potentials
·number high potentials
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high potential movement
high potential movement
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success of successor placement
success of successor placement
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promotions within succession plan.
promotions within succession plan.
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Be prepared to speak to seemingly counterintuitive data. For example, large scale metrics like turn over have a lag that may impede succession planning implementation momentum.
Be prepared to speak to seemingly counterintuitive data. For example, large scale metrics like turn over have a lag that may impede succession planning implementation momentum.
Be Patient With Change
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It can be frustrating when first implementing a succession planning initiative. Succession planning is a new vocabulary and way of thinking, and your organization’s leadership may have a knowledge and skill deficit.
It can be frustrating when first implementing a succession planning initiative. Succession planning is a new vocabulary and way of thinking, and your organization’s leadership may have a knowledge and skill deficit.
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Consider the journey of a large urban Midwest academic medical center, which demonstrates how to meet your organization where they are and guide them to success. Every six months the organizational development consultant (OD), human resource business partner (HR), and hospital senior leaders would meet to review their talent pool. Over a two year period, I observed how the organization’s biannual talent reviews evolved from awkward discussion to thoughtful planning.
Consider the journey of a large urban Midwest academic medical center, which demonstrates how to meet your organization where they are and guide them to success. Every six months the organizational development consultant (OD), human resource business partner (HR), and hospital senior leaders would meet to review their talent pool. Over a two year period, I observed how the organization’s biannual talent reviews evolved from awkward discussion to thoughtful planning.
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We transcribed those discussions, identified the themes and presented the findings. OD and HR helped to connect the dots for senior leadership by “translating” their efforts into the traditional talent management lingo. At first, we used the organization’s common language. And over four iterations of talent reviews, they methodically transitioned to the language of formal competencies and measurement.
We transcribed those discussions, identified the themes and presented the findings. OD and HR helped to connect the dots for senior leadership by “translating” their efforts into the traditional talent management lingo. At first, we used the organization’s common language. And over four iterations of talent reviews, they methodically transitioned to the language of formal competencies and measurement.
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Content Top Development Opportunities Top Development Opportunities | |
Content 2011 2011 | Content 2013 2013 |
Content Decision Making Decision Making | Content Business Acumen Business Acumen |
Content Revenue Cycle Revenue Cycle | Content Emotional Intelligence Emotional Intelligence |
Content Leading Others Leading Others | Content Enterprise Exposure Enterprise Exposure |
Content Enterprise Exposure Enterprise Exposure | Content Compelling Communication Compelling Communication |
Content Strategic Thinking Strategic Thinking | Content Driving Execution Driving Execution |
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The result was senior leadership owning the process. They were not only speaking the language of leadership competencies, they understood the value of clear competency definitions and the importance of measurement. For instance, using promotions and purposeful placement as talent development tactics became a norm.
The result was senior leadership owning the process. They were not only speaking the language of leadership competencies, they understood the value of clear competency definitions and the importance of measurement. For instance, using promotions and purposeful placement as talent development tactics became a norm.
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Content Top Development Actions Top Development Actions | |
Content 2011 2011 | Content 2013 2013 |
Content Project Management Project Management | Content Project Management Project Management |
Content Stretch Assignments Stretch Assignments | Content Promote Promote |
Content Shadow Shadow | Content Formal Coaching Formal Coaching |
Content Coaching / Mentorship Coaching / Mentorship | Content Purposeful Placement Purposeful Placement |
Content Education Education | Content Education Education |
Moving Forward
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So what are the key take aways for other healthcare organizations? How can they increase Organizational buy-in for succession planning?
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Communicate: Consider an internal marketing plan to manage the message and expectations.
Communicate: Consider an internal marketing plan to manage the message and expectations.
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Educate: Just-in-time job aids provide tangible examples of readiness and potential definitions.
Educate: Just-in-time job aids provide tangible examples of readiness and potential definitions.
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Eradicate: Remove barriers to talent assessment and development support tools to demystify process. Employee development is a shared responsibility.
Eradicate: Remove barriers to talent assessment and development support tools to demystify process. Employee development is a shared responsibility.
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In addition, here are a few suggestions to reduce executive champion anxiety:
In addition, here are a few suggestions to reduce executive champion anxiety:
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Illustrate big picture involvement and align to organizational strategic business goals. Be clear in short and long term asks of them and their direct reports.
Illustrate big picture involvement and align to organizational strategic business goals. Be clear in short and long term asks of them and their direct reports.
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Demonstrate how succession planning and proactive talent development positively impacts patient safety, quality and service through data.
Demonstrate how succession planning and proactive talent development positively impacts patient safety, quality and service through data.
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Accelerate their ease by providing them speaking points for cascading the messages through the entire talent development cycle.
Accelerate their ease by providing them speaking points for cascading the messages through the entire talent development cycle.
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Facilitate adoption of purposeful talent management by providing a transparent talent pool database.
Facilitate adoption of purposeful talent management by providing a transparent talent pool database.
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Bottom line: Take every opportunity to reinforce the value of succession planning as it impacts your organization’s outcomes. Recognize that people learn differently; therefore, your leaders will need to process information differently. Communicate in timeline terms to help pace goals. Reinforce the cyclical nature of talent development to avoid the choppiness of a “one and done” mentality.
Bottom line: Take every opportunity to reinforce the value of succession planning as it impacts your organization’s outcomes. Recognize that people learn differently; therefore, your leaders will need to process information differently. Communicate in timeline terms to help pace goals. Reinforce the cyclical nature of talent development to avoid the choppiness of a “one and done” mentality.
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Want to learn more? Join Christina and William Rothwell January 13, 2017, for the ATD Webcast " Assess and Develop Potential Talent On Succession Planning ."
Want to learn more? Join Christina and William Rothwell January 13, 2017, for the ATD Webcast "Assess and Develop Potential Talent On Succession Planning."