Succession Planning If Tomorrow Never Comes

Transcription

1 Succession Panning If Tomorrow Never Comes Troy Larson Strand Associates October 20, 2010 By faiing to prepare, you are preparing to fai. Benjamin Frankin

2 Case Study 1 Ø One Operator Retired as Panned Ø Preparations Competed Ø Successor Takes Contro Ø Successor Uncomfortabe in the Lead Ø Successor Leaves Ø PLAN B

3 Case Study 2 Ø Lead Operator Diagnosed with Cancer: Outook Good Ø Successor Not Prepped for Paperwork Ø Lead Operator Suffers Compications Passes Away Ø Exampe Paperwork Not Enough

4 Brain Drain Ø WE&T Succession Panning Rebuiding Through Recruiting Virginia Utiities Spitting Training Costs Ø Topics Magazine 3 Artices in September of Concern Wide Ranging Management Technica Communication Etc.

5 Discussion Points Ø Panning Fear of the unknown Knowing vs- Being Famiiar Successfu Practices

6 Panning The CMAR ays out some options. How we have you considered them?

7 Fear of the Unknown

8 Train Scheduing Techniques

9 Reieve Fear of the Unknown Ø Create Task Lists Daiy Weeky Monthy Quartery Annuay Permit Cyce Ø Document and/or Create Instructions Start with infrequent tasks Standard Operating Procedures Check Lists Photos GIS Others Instructions

10 Daiy/Weeky Instructions Task Mon Rotate Lead Bower Start Samper Coect Sampes Tue Wed Thu Fri Weekend Log Runtimes Check Lift Stations Fu Lab Process Lab etc

11 Deveop Task Lists Ø Monthy DMR Reporting Samper Tube Ceaning Ø Misceaneous Ordering Chemicas/Suppie s Wet We Ceaning Wet Weather

12 Deveop Task Lists Ø Annua and Semi Annua Tasks CMAR Reporting Budget Bower Fiter Ceaning Oi Changes Biosoids Samping LAMP Reporting January through December 1 Year

13 Deveop Task Lists

14 Use Task Lists Once Deveoped Ø Identify who is responsibe Ø Identify who is a back-up Ø Schedue Tasks Ø Review for Needed SOPs Deveop SOPs Task Primary Secondary SOP Bis Jenny John No Cook John Jenny Some Bake Jenny John Yes Cean Jenny Need Yard Work John Need Mock Exampe using Newyweds Diigence is the mother of good uck. Benjamin Frankin

15 Knowing vs Being Famiiar Ø Knowing might mean that you coud do something without assistance. Ø Being Famiiar might mean that you coud assist someone who knows what to do. Ø Consider panning steps when evauating your situation. Te me and I forget. Teach me and I remember. Invove me and I earn. Benjamin Frankin

16 Knowing vs Being Famiiar Empoyee Task Knows Famiiar John Ceaning Wet We John Scheduing Wet We Ceaning John Panning for Wet We Ceaning John Budgeting for Wet We Ceaning Not Famiiar Most tasks have panning, preparation, and foow-up in addition to the task itsef. Most peope invoved with the task are not invoved with these other activities.

17 Documentation Ø Instructions/Procedures Maintain Good Fiing System Organize Instructions Provided by Others Prepare Standard Operating Procedures for Key Activities O&M Manuas DNR Instructions Update Reguary Get Staff Buy-in Consider Geographic Information Systems (GIS)

18 Documentation Ø Write SOPs Start with tasks that need to be done but are not done often Have a roe for inexperienced operators Start simpe if necessary think of recipes Items required Steps Check ist It is easier to prevent bad habits than to break them. Benjamin Frankin

19 Documentation

20 Documentation GIS

21 Documentation Ø Determine appropriate detai Ø Provide compete information Ø Be precise Avoid adjectives Avoid sang Incude units and quantities when possibe

22 Be Proactive Ø Nobody wants to bother an aiing co- worker. Ø Avoid hoding certain tasks for an unschedued return. Necessity never made a good bargain. Benjamin Frankin

23 Cross Training Ø Cross Training Increases Knowedge Capture Ø Evauate Cross Training Limitations We are a born ignorant, but one must work hard to remain stupid. Benjamin Frankin

24 Mutua Aid Ø Ø Benefits Ø Pre-arranged agreement. Ø Program toos. Ø Aso see Rura Water. We must, indeed, a hang together or, most assuredy, we sha a hang separatey. Benjamin Frankin

25 Mentoring Ø Mentoring passes rea word information from the experienced to the inexperienced. Ø Your consutant may be abe to hep. Ø Mentoring Programs Need: Schedued Time Appropriatey Matched Pairs Adequate Experience Mix Discipines (when possibe) Wise men don't need advice. Foos won't take it. Benjamin Frankin

26 Reporting Basics Ø Locate Information Previous Exampes Lab Data Operation Data Hauer Information Financia Information Etc. Ø Popuate Forms Sign In Understand Navigation Navigate Compete

27 Reporting Getting Started

28 Training on Reporting Ø Annua Joint Effort Wisconsin Rura Water (Chris Groh) Wisconsin DNR (Jack Sates) Goas Refresher Panned Update Changes Refresh Knowedge Train New Operators Appies To edmr ecmar

29 Reguator Resources Ø Area Engineers are vauabe resources, however they do not have the same time avaiabe as they have had in the past. Frequenty referring to consutants. Ø The WI DNR website has many usefu guides, save to favorites and/or print and fie. Ø Training sessions frequenty incude reguator participation.

30 WDNR Website Resources Topic Link ecmar edmr Permit LAMP Instructions in Packet (Sti Paper Submitta) Certification

31 Succession Panning: Anciary Benefits Ø The activities associated with succession panning provide benefits before anyone ever eaves. Improved Communication and Understanding Improved Organization Improved Networking Improved Training and Staff Diversity Improved Preparedness

32 Concusions Ø Pan for change, it wi happen. Ø List tasks to reduce the fear of the unknown. Ø Create instructions for key tasks. Ø Train mutipe peope for key tasks. Ø Network with others who can assist and teach. Life's Tragedy is that we get od to soon and wise too ate. Benjamin Frankin

33 Acknowedgements Ø Jack Sates WDNR Ø Chris Groh WI Rura Water Ø Dan Lynch City of Janesvie Ø Sacha Tetzaff Strand Associates

34 Questions