Talent Review & Succession Planning Masterclass

1. Talent Review & Succession Planning Masterclass 25th April 2019

2. Agenda • Develop a deeper understanding of the strategic and regulatory requirements relating to Talent Management • Consider the critical data essential to carrying out Talent Reviews and Succession Planning successfully • Exploring Talent Review and Succession Planning cycles and associated tools • Creating the right conditions for Talent Review • Participate in a Talent Review simulation • Reflect on the days’ experiences and learning to take away

3. Introductions • Your name, role and organisation • Experience of talent review and succession planning • One thing you’d like to get from today

4. Developing People: Improving Care • Developed by health and care partners, published in December 2016 and backed by regulators and inspectors • Main purpose: to equip NHS funded organisations to deliver continuous improvement in local health and care systems and to encourage development of a critical set of improvement and leadership capabilities among staff • Critical capabilities: - Systems leadership skills - Improvement skills - Compassionate, inclusive leadership skills - Talent management

5. What is the ask? All NHS funded organisations: • Leadership, talent development and planning are core strategic activities • Develop your own leadership and talent development strategies HEE: • Support organisations to do TM better • Establish pilot TM forums at regional and local system levels • Drive local talent development strategies and sustainable succession planning

6. Well Led Framework Published in June 2017, strengthening content on leadership, culture, system working and quality improvement • Strategic approach to managing talent • Leadership strategy and succession plan • Flexible, agile responses to change • Participation in pooled activity including local area talent planning • Emphasis on partnership/system working

7. Regional Talent Boards Primary aims: • Clear visibility of current and future talent at sub-Board level • A better understanding of the profile of and demand for emerging talent pipeline across the region • Acting as ‘One NHS’ in relation to talent • Streamlined approach for identifying , assessing and in the future, mobilising talent

8. Talent review purpose • To encourage people to maximise their performance and potential, and tailor development interventions that are specific to their needs– individual • To inform the organisations succession plan, based on robust information – organisation • Readiness to participate in system and regional talent management interventions

9. Talent cycle

10. A whole organisation approach

11. Benefits and opportunities • Driver of culture change • Identify and address gaps • Tailored development • Increases attraction, engagement and retention • Improved patient care • Accelerates delivery of business plans • Enhances succession planning

12. Talent review overview • Preparation • Review • Feedback and action

13. Talent review information

14. Review considerations • Briefing • Ground rules – CAPES: confidentiality, avoid bias, be present, use evidence, sold! • Conflicts of interest

15. A framework for review

16. Break

17. Talent Pipelines • Passages/transitions • New ways of working • Leaving the old behind - skills requirements - time applications - work values

18. Development and Support

19. Feedback • Consequences of closing/not closing the loop • Feedback within 2 weeks of the review • Two way conversation – coaching approach

20. Quality of relationships

21. Sources of error • Halo and horns • Leniency • Harshness • First impressions • Recency • Stereotyping • Rushed decision making • Similarity/attractiveness

22. Bias • Views and opinions that we are unaware of, yet are automatically activated and frequently affect our everyday behaviour and decision making. • Our unconscious biases are influenced by our background, culture, context and personal experiences (Atewologun, Cornish & Tresh, 2018) • We are hard wired to use lenses or filters we use to view the world, hence the need to focus on conscious decision-making that relies less on our assumptions

23. Triggers • When we are hurrying to make a decision • When we are under pressure • When we need to access/surmise information quickly • When we are overloaded or tired • When we are nervous, unsure, lack confidence • When we see or hear specific characteristics or behaviours that confirms what we already ‘know’ to be true When is my bias most likely to be triggered? When may I need to pay extra attention to conscious decision-making?

24. Other indicators • Facial expressions • Tone of voice • Hand gestures • Choice of behaviours • Questions & interactions • Eye contact Where you sit, how you greet, where you look, who you ask, when you interrupt, how you challenge, and how you do nothing - all tell a story!

25. Further information • Harvard IAT https://implicit.harvard.edu/implicit/uk/takeatest.html • RTB Highlight Report on Diversity & Inclusion Assurance • https://www.ted.com/talks/yassmin_abdel_magied_what_does_my_headscarf_mean_to_you?language=enis a short excellent video on bias

26. Succession Approaches Shouldbe done based on two-way talent conversations More oftendone in splendid isolation (or not at all) Can be considered from different perspectives • Top roles • Replacement at different levels • Critical roles • Leadership development • Technical competency

27. Succession Plans

28. Succession Risks Capturing risks • Role title • Description • Action to be taken • Who is responsible for the action and by when Mitigating actions • Temporary solutions • Long term solutions • Recruitment implications • Structural/role changes?

29. Succession Tips • Be transparent • Define which roles/services you are looking at • Explain why • Use a simple template • Capture risks and actions to mitigate them

30. Lunch

31. Simulation – Set Up Working in three groups, each with: • 1 x Facilitator • 2 x Line managers – one Chief Nurse, one Finance Director • 2 x Executive Team contributors - one Chief Operating Officer, one Medical Director

32. Simulation - Pack • Summary of roles and responsibilities • Agenda • Rating criteria • Profiles x 4 Issued separately • Information to underpin your (fictional) views …

33. Simulation - Roles • Facilitators– chair and manage the structure of the review, manage time, ensure feedback and outcomes are captured, support and challenge as appropriate • Line managers – present information on individuals from your team as a manager, answer questions, support and challenge as a contributor as appropriate • Executive Team contributors – share insights and evidence you have about individuals being reviewed, ask questions, support and challenge as a contributor as appropriate

34. Simulation - Agenda • Scene setting/set up (facilitator) - 5 mins • Review Profile 1 - 20 mins • Review Profile 2 - 20 mins Break • Review Profile 4 - 20 mins • Review Profile 5 - 20 mins • Summing up - 20 mins • Group Reflections - 15 mins

35. Simulation – Rating Criteria Performance Potential

36. Simulation profiles • 2 x Deputy Nurse Directors • 1 x Deputy Director of Finance • 1 x Deputy Director of Performance and Strategy Line Managers: read your profiles and be prepared to talk about the performance, potential, aspirations and readiness of your reports, along with further support they may require and your view on them as a potential successor Contributors: read through all the profiles and be prepared to share your experience of working with the individuals being discussed, along with your view on them as a potential successor and support/development you believe would be helpful to them

37. Simulation Flow - Recap

38. Capturing the outputs Best practice: • Managers capture feedback about their own direct reports OR • Managers take notes about their direct reports throughout discussion so they can add to feedback captured by others

39. Simulation Part 1 • Scene setting/set up (facilitator) • Review Profile 1 • Review Profile 2

40. Break

41. Simulation Part 2 • Review Profile 3 • Review Profile 4 • Ensure your succession plan and feedback summaries are complete • Group reflections/questions

42. Group reflections • Sharing results and observations • Feedback from facilitators, line managers and contributors • What worked well? • What worked less well? • What would you do differently?

43. Your questions Please share your main take away from today

44. Evaluation • Quick questionnaire • We would welcome your view on: • What worked well • What worked less well/what would you change? • What would it be helpful to have more of?

45. Thank you