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Succession Planning and Organizational Development with KMx
Jack E. Lee - President Knowledge Management Solutions, Inc.
5 July 2005

Read the InfoWorld Article

Introduction

Today's leaders in both the private and public sectors are finding that they are experiencing rapid change and reorganization, accompanied by shifting priorities, which lead to new organizational goals and objectives. Organizational Development is the process that supports the improvement of workplace performance by effectively managing change and providing the ability to proactively address these issues.

The most significant organizational development issue for private and public sector organizations is how to identify, develop and retain talented leaders for the future. The key to any organization’s success is the right people in place to lead tomorrow immersed in the organization’s values so they can sustain the culture. Succession planning has also been identified as top factor for employee retention.

The Theory of Organizational DNA

Every organization has unique products, services or processes that define its' mission and competitive advantage. Whether the organization is an automobile manufacturer, a system integrator or member sponsored association, the one thing they all have in common are business processes that require unique talents to produce a quality product or a satisfied customer. This uniqueness that differentiates the organization, sometimes known as the organization's core competencies or best practices, is what we are referring to as Organizational DNA.

Webster's dictionary defines DNA (deoxyribonucleic acid) as the molecule that encodes genetic information in the nucleus of cells. DNA carries the instructions for making all the structures and materials needed for the cell to function. DNA is a double-stranded molecule that determines the structure and behavior of a cell.

In Organizational DNA, the knowledge and skills required for the organization to function are the double-stranded helix of instructions that must be encoded and conveyed to each individual contributing to the success of the organization. These elements of knowledge and skill must be organized in a way to enable access at the moment the information or process instructions are required to support performance. In addition, these elements must be comprehensive enough to meet the performance need and granular enough to be useful at the moment they are requested.  The execution of a successful succession plan will require that measures be in place to determine which individuals are best prepared to perpetuate the organization's DNA code.

The Succession Planning Process

With KMx, you will be able to build the foundation for a customized succession planning process that will work specifically for the organization. KMx Performance Management enables you to put the groundwork into place today for developing the best talent at every level of the organization. By designing a performance management profile for every key job in the organization you will be creating a succession planning roadmap for the future.

Stage 1 – Creation of Knowledge and Skill Profiles (K/S Tables)

In KMx, K/S Tables are a listing of knowledge and skill behaviors associated with a particular subject area. K/S Tables are subdivided into types (normally knowledge and skill) and areas to further classify behaviors. K/S Table behaviors are sequenced in order of increasing complexity or logical progression. In addition to providing the primary content cataloging schema with KMx, K/S Table also provide the foundation for development of personnel labor classifications that are specific enough to support the succession planning process. Leveraging wizards provided by KMx, the organization will be able to quickly identify and document the key knowledge, skills and competencies to drive the performance management program and set the framework for a succession plan.

Stage 2 – Mapping organizational best practices and corporate values to create a succession planning program

Mapping best practices to subject area behaviors (created during Stage 1) with organizational performance measures provides the measuring stick for performing an analysis of the gap between current personnel capabilities and the needs of the organization. In addition to this key element in the succession planning process, the indexes created during this phase are incredibly valuable for:

  • Just-in-time performance support
  • Curriculum maintenance
  • Selection and certification of training materials

The mapping process is central to the KMx architecture and is supported by expert system wizards to facilitate the effort.

Stage 3 – Create the plan and supporting documentation

In KMx, personnel requirements are mapped to supporting content and to the behaviors, conditions and standards of the requirements. The indexes created by this mapping process provide the organization with the ability to perform continuous monitoring and development of the following key succession planning elements:

  • Employee skills verification documentation
  • Training continuum development and maintenance
  • Individual career management and performance evaluations
  • Organizational labor classification development
  • Leadership development and planning documentation
  • Overall staff development and recruiting planning

Stage 4 – Execute the plan

Succession planning requires executive sponsorship. KMx provides the technology, reports and structure to ensure a comprehensive plan. KMx will also provide the means to communicate, manage and deliver a meaningful performance management program that is coupled to the succession plan. What KMx can not provide is the leadership to implement the plan or the talent necessary to ensure the plans success. The executive sponsor of the organization’s succession planning process must be prepared to accomplish the following tasks:

  • Prioritize the key skill competencies that the organization requires for successful growth
  • Link the corporate values and culture to the succession planning process
  • Create an executive committee dedicated to driving the best talent forward
  • Link performance management, training and recruiting processes to sharpen talent for the future

Knowledge Management Solutions, Inc. provides the technology and expertise to capture and index the knowledge and skills required for your organization to function at maximum efficiency and execute a successful succession plan. Our KMx technology platform organizes and delivers this information to the right people at the right time in context with the behaviors, conditions and standards of performance required to meet the unique needs of the organization while providing executive management with the tools and reports necessary to plan for the future.

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