The Consultant's Desk

The Consultant's Desk
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Showing posts with label succession planning. Show all posts
Showing posts with label succession planning. Show all posts

Tuesday, March 12, 2013

Succession Planning Papal Style

The danger is real. A certain routine becomes so ingrained that we stop thinking about alternatives. We do no planning nor stretching to reach greater heights of accomplishment. Worse yet, we forget about those who will succeed us when we're gone. The consequence of that is leaving a vacancy, a void that must be filled by another who doesn't have the benefit of our tutelage and mentorship.

Pope Benedict XVI announced last week that he is going to resign on February 28. To say the announcement cause a small stir would be more than understatement. But it brings up a concern that definitely needs to be addressed by all organizations. The papacy is a prime example of the consequences of following an unwise practice to the detriment of the organization.

The Church has gone for more than 600 years without doing any formal succession planning. Of course the stations and protocols and deportment are followed. Etiquette is closely observed. But when it comes to choosing a new pope, little to nothing has been done to groom some logical candidates for the office. The Cardinals must look among their followers (of the cloth) and determine who is the most enlightened to take the reigns after the previous person who held the position died. Then the Cardinals sit in their secret chamber and cast their votes, waiting for the magical moment when they can send up a plume of white smoke that signals they have successfully voted for the right person to lead The Church for the next several decades.

Unfortunately, the successor then needs to rely on more superstition (that he will not die a brief time after being selected by the august body of Cardinals) and embark on what that particular person presumes is the correct direction for The Church and its followers. Has there been time for conversations about policy or change? Maybe but for the most part, those thoughts were sent up in sermons and papers. The reasoning behind the conclusions is vague and not part of a public record.

The resignation of Benedict raises some additional issues that most corporations and businesses include in their officers and directors plans - in the bylaws. Provisions for an annuity, a retirement fund, protocols for how to treat the outgoing Pope compared with the inductee. As a person who has retired, does the former Pope still follow the strictures that normally apply to a priest or does this person become a lay person? Now that he is no longer part of the inner circle, someone must determine whether he can continue to be associated with it and to what degree. What types of things will the outgoing pope be allowed to do is another matter that needs to be considered.

Corporate bylaws provide that should a director or officer reach a point wherein they are no longer able to fulfill the duties of their office, they may take a leave of absence until the condition is brought under control. In the alternative, they may step down from office permanently, providing the body with a date when the resignation will take effect, and request that the Board select a successor. Informally, the Board will consult with the outgoing officer to review potential candidates for the seat. Among the candidates will be those who were put into the succession pool. If none of them prove adequate for the directions in which the organization needs to go, a Selection Committee (like the College of Cardinals) will be created and a search will begin for a successor.

The point is, there are "i"s to be dotted and "t"s to be crossed. There are people who have been in the pipeline who were being groomed for taking the reigns at the right time. But The Church hasn't been functioning in that way. Perhaps because it got into a rut and started doing things according to the old adage of "but that's the way we've always done it" instead of looking at retirement, and not death in office, as another policy matter that's handled in a business manner.

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Saturday, May 05, 2007

Undoing the Talent Crisis

Who said this is the last year that Ms. Foundation will produce Take Our Daughters and Sons to Work Day? The radio news reader must have made a mistake. There are arguments for not allowing our 9- to 15-year-old youth to go to a real, live, working office for one day each year. And the arguments run the gamut from mere excuse for missing school, not sufficiently structured to give a real slice of business life, too many risks and corporate liabilities, to attendees are too young to grasp what’s happening.

There’s this buzz in the recruiting community that a talent crisis is imminent. By 2010 (or is it 2017?) we will no longer have a college (or even high school) graduating class that’s capable of critical thinking, able to process information and come up with accurate assessment of it, theorize and draw analogies. There’s shrieking in the industry that the employable numbers are shrinking and completely insufficient to replace the retiring Baby Boomers.

What I say is these are merely shrieks of lazy recruiting Chicken Littles. Actually, several years ago I studied the numbers of our high school graduates and population growth. Both are holding quite strong and steady. There is no decline. What is in decline, however, is the number who are capable of doing good training and who are disciplined enough to explain various nuances in order to develop the skills and talents that are needed for the future jobs.

In Keeping with the History

The history of TOD/SWD is long and admirable. Originating in opening the options for young girls and allowing them the freedom to aspire to leadership in a corporation, the day (due to social pressures) opened itself to being inclusive of boys. Both genders need to be able to evaluate what their future work options are. By exploring these options together, they also level the playing field and open the table to dialogue about the similar challenges and how they can be managed. It is also a time when both genders can see things not as a “him against her” battle. Instead, it is a time when both can consider how to develop the communication and relationship skills so desperately needed for a fully diverse and functional organization.

Early Adopters

University of Pennsylvania grabbed onto the idea of activities for the day and stepped it up a notch or so. It’s a day when business can take advantage of doing something about the emergency shriek of Talent Crisis advent in 2010. Not many businesses have internship programs for youth of these ages. Child labor laws prevent most of those in the 9 to 15 years age brackets from working. But here is the opportunity to make this fourth Thursday of April a time when mentors can develop their initial relationships. Managers can allow job shadowing. And youth can get a feel for what the real workplace is about.

The perpetual objection to Take Our Daughters and Sons to Work Day (TOD/SWD) is the youth will see this as a day to skip school. From some of the plans laid out by a few businesses, the youth may as well do so rather than collate and staple sheaves of paper. Yet, in addition to University of Pennsylvania, University of Illinois at Chicago (in 2000) had some compelling content to offer its participating adults and youth. Stanford’s WorkLife Office also had the right idea in 1998. Maybe your office has some great tweaks on all of this. But here are some suggestions for the day.

Learning Modules

This is a day when a manager and their job shadowing youth can actually get involved in the grist of what it takes to run that part of the business. A situation arises, the two discuss the details of it. In Socratic mode, the pair work through the various alternatives in dealing with it: why one method will be successful, why another will not, and why yet another may be the optimal or a second choice. Then, together, they can determine which step to take. If there is time (that is, by the end of the day), the youth can see the result of their decision making and implementation.

The youth can be involved in telephone conversations and conferences so that they may get the sense of how many are part of the routine day and what is involved in these types of conversations. Before some are started, it would be a good idea to outline how a good conversation should be structured, what is included, the style of language, what’s complete taboo. Likewise with telephone conferences. Here, there is a definite outline and youth should be apprised of this so that they do not have the impression that these are off the cuff telephone calls with a little more splash.

Critical Thinking Challenges

Cheating would be where there is an emergency and the adult assumes complete control of the situation to the exclusion of the youth. Emergencies are the training fodder. Keep the youth involved, talk through the steps. Ask what they believe should be done next and why they have reasoned in that manner. Develop critical thinking skills. Verify, explain what the typical outcome will be and why it is good or not. The adult just may learn from the youth’s feedback. Explain which choice will be implemented. Watch for the results.

Reporting

Proof of the job shadowing and learning process is simple and can be a lesson for the entire class. Have the ones who did job shadowing write a report on what they did for the day. The report should have certain required content so that it is standard and not as prone to subjective grading.

That report can then turned into an oral presentation to the most relevant class. Youth will then field questions and provide answers about the business, what they saw, how things worked, whether they would work in that industry with their new knowledge of the actual workplace compared with stylized presentations from other places.

The Beginning of a Career

Ah, good old TOD/SWD! A time to ready our new workforce for the challenges and actually share with them the joy we derive from our livelihood challenges. A time to explain why we do what we do and why we opted for that. It’s a time to lead another into the fold.

This is the opportunity of a lifetime. If we plan for these annual events, we can develop the skills to prepare a meaningful intern program. Growing from that, a good training regimen can be developed. Managers can begin to discipline themselves to explain processes and build teams who collaborate in developing product for clients and consumers. We’ll watch ourselves growing the qualified talent from the cradle to the official first day. What an impact!

This couldn’t possibly be the last year Ms. Foundation is going to produce Take Our Daughters and Sons to Work Day.


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Thursday, May 03, 2007

Analogies and Conversations with the CEO

It was on April 4, 2007 that President Bush held a press conference. He did many Bush-like things. But added to the mix at this press conference were some additional nuances that brought to mind holding this situation as analogous to instances when there are blatant signs that someone needs to take the CEO aside and have a very matter-of-fact conversation about succession planning. Immediate succession planning should be the subject of the conversation, or in the alternative, removal.

It was obvious that this is a sensitive conversation that should be broached by someone on a similar level. But when the situation is obvious to all who are part of the communication, who is the right person to start the ball rolling? Should the principal officer in HR seek out the most senior director or EVP? Should one of the recruiters broach the subject with one of these people? It’s a difficult situation and these are difficult questions to answer.

Perhaps that is why there was such balking on ERE.net when the situation was posed to the minds there. Not only was there resistance to facing the situation, there was refusal to see the analogy. Even more ridiculous was the posting of comments that were completely off the topic and reported on the current price of gasoline in a particular location.

What also ensued from the community of employment workers were flaming statements, attacks, threats, insults, demeaning and defamatory comments and insinuations.

Indeed, there are some subjects that are very difficult to swallow. More recent analogies were not available this day. Patricia Dunn’s sins were more recent but not as similar to the matter being addressed. The only other examples that still come to mind are those of Enron, Tyco, Adelphia, Arthur Andersen, et al. These examples of CEOs gone very wrong hail back to 2002. And in this regard, the person who most notably went against the grain was Sherron Watkins.

The discussion post to ERE employment workers was a gesture to hear others’ thoughts about how to handle such a touchy situation. It began with fair and accurate reportage in order to set the stage. Then it proposed to look at the matter as one in a corporate scenario and asked how it should be handled and by whom. The brief discussion post is below.

Bush held a press conference yesterday and made some averments regarding our troops and his intentions if Congress doesn't do what he says he wants in regard to the troops deployed in the Iraq and Iran wars. In recent months, news analysts and commentators are finally admitting that Bush simply ignores facts and barrels ahead with what he wants to do irrespective of what is the best or better option, in spite of advice and counsel, in spite of public opinion both domestic and abroad. He feels he is exempt and above all the rules. He seems determined to bend the rules to his designs and satisfaction instead of seeing that the rules set some limits on even the President.

But during the press conference, Bush did something that was an undeniable verification that he is out of touch with at least a small amount of reality. One of the reporters asked him about gasoline prices. Bush began spouting some type of answer that was incongruous with reality. A member of the press corps asked him if he knew how much gasoline costs these days. "$2.50 a gallon," was his response. There was a hiccupped laugh throughout the room.

Fortunately, Bush realized immediately that his answer was very far out of line. He tap danced a cover. Gasoline prices are regional and taking the average of all prices across the nation, gas costs $2.50 a gallon. The reporters recognized the covered embarrassment, stopped laughing, and resumed taking notes and asking other questions.

Bush has no clue what the prevailing price of gasoline is. [He] is oblivious to the fact that it is approaching $4 per gallon.

Let's look to Bush as an example of a Fortune 500 CEO. When you realize the CEO is self-motivated as opposed to making decisions based on the welfare of the corporation, its shareholders' interests, and the welfare of its workforce; when the CEO is oblivious to industry demands; when the CEO has lost touch with economic pressures and industry prices -- and it's obvious to everyone -- who should step in and talk with the CEO about stepping down, assigning his/her role to someone else?

It seems to me this is a job for another executive officer, not the corporate recruiter nor for the most senior level officer in HR.

Was this the wrong question to ask or just the wrong audience? What I later discovered was having gone through some of this analysis several years ago, before Enron et al. were part of the news wherein there was an analysis of

Given these thoughts, you are now challenged to answer the two questions.


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