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HR and Performance Management Mastery Level
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Agenda
Introduction and overview of learning objectives
Impact of strategy and vision on staff performance
Navigating people challenges with confidence
Supporting effective performance management conversations
Exploring workforce insights to address school wide challenges
Recognising your HR priorities
Wrap-up
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Capture them on a flip chart!
Introduce yourself and share the most
common people related challenge you have experienced as
a Leader
5 minsIntroducing yourself
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HR & Performance Management Module Learning Outcomes
Learners will…
Understand how strategy and vision for schools flow through to and impact on staff performance
Have explored approaches to navigating HR issues such as capability, disciplinary or staff reduction with confidence
Know how to have an effective performance management conversation
Know how to use workforce insights to address school-wide performance challenges in relation to pupil outcomes
Understand how strategy and vision for schools flow through to and impact on staff performance
Have identified the key HR processes that enable schools to build and maintain their talent pipeline
Have considered what drives staff engagement and the implications on performance
Have understood what is required to implement an objective appraisal cycle which builds a culture of development, high-performance and retention
Mastery LevelFoundation Level
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Agenda
Introduction and overview of learning objectives
Impact of strategy and vision on staff performance
Navigating people challenges with confidence
Supporting effective performance management conversations
Exploring workforce insights to address school wide challenges
Recognising your HR priorities
Wrap-up
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The evolving nature of the workforce
The rise of the 21st
Century Career¹ sees the power of the
individual increasing within the workplace
It requires a different approach from leaders
which focuses on development andflexibility in career
choice
The 21st Century Career is a series of
developmental experiences for
employees
Leaders have a critical role to play in supporting individuals to re-invent their career within their
organisation. Continuous development of staff is key in order to retain and grow your talent
¹2018 Deloitte Global Human Capital Trends report
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The link between the evolving workforce, strategy and vision
Opportunities to shape the employee experience should form a key part of your overall school strategy, using the employee lifecycle as a basis for change at each stage
Attract me
Get me started
Develop me
Manage my performance
Engage and motivate me
Recognise me
Wish me farewell
The Employee Lifecycle
Leaders can positively shape employee experience through the employee lifecycle, prioritising and identifying changes which will enable school strategy
Proactive leaders will foresee and influence this change in order to remain competitive
Organisations must understand that employee experience is more important than ever before
Key Takeaways
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The link between the evolving workforce, strategy and vision
Opportunities to shape the employee experience should form a key part of your overall school strategy, using the employee lifecycle as a basis for change at each stage
Attract me
Get me started
Develop me
Manage my performance
Engage and motivate me
Recognise me
Wish me farewell
The Employee Lifecycle
How can an organisation be proactive in this area of the lifecycle?
What would be the impact of being reactive?
What would be the benefits vs. disadvantages of being proactive?
Key Questions
10 mins
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How are we doing?
MENTIMETER
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Agenda
Introduction and overview of learning objectives
Impact of strategy and vision on staff performance
Navigating people challenges with confidence
Supporting effective performance management conversations
Exploring workforce insights to address school wide challenges
Recognising your HR priorities
Wrap-up
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Looking back at your list, discuss in your group and decide on your top 3
challenges
2 minsPeople challenge themes
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Today’s people challenges (1)
The consequences of Future of Work require leaders to adapt their behaviours in a more connected world
React Differently
Navigate through ambiguity
Resilient in the face of constant change
Challenge how things are done
Think Differently
Conceptualise in a virtual
world
Decide quickly with limited information
Divergent thinking
Collaborate across teams
Apply ‘Try, fail, try again’ principle
Act Differently
Shift between power and influence
Ai, cognitive, robotics
Automation & impact on jobs
Explosion in contingent work
Change in the nature of a career
Diversity & generational
change
Tsunami of data
7 disruptors
Technology is everywhere
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Today’s people challenges (2)
10 common challenges affecting organisations irrelevant of industry or sector.
Unaligned values and culture
Poor communication
Poor conflict management
Lack of accountability
Undeveloped ways of working
Untrusting culture
No career development
No feedback culture
Disengagedstaff
Siloed leadership
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Today’s people challenges (3)
Issues affecting the education sector are no different to the people challenges affecting other sectors and businesses.
High level of attrition (newly qualified teachers)
Data-assessment overload
Poor engagement and management of senior
leaders and staff
Lack of resources
Increasing absenteeism
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HR and people challenges
In your groups, thinking about the people challenges you identified, which do you think
can be influenced through yourself and your leadership team and where is HR
specialist support required?
5 mins
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Process taxonomy aligned to Employee Lifecycle (1)
As line leaders and managers, there are certain elements of the Employee Lifecycle you are required to execute and other aspects which require HR support
Referrals to occupational health
School led
HR led
Attract Me
Manage job offer withdrawal/ candidate offer withdrawal
Attract and source candidates
Recruitment and employment checks
Support Interviews and assessments
Get Me Started
School led
HR led
Identify objectives and learning needs
Ensure mandatory
training is complete
Payroll and employee ID creation
Conduct induction
Develop talent processes, tools and schemes
Develop Me
School led
HR led
Identify learning needs
Carryout performance
conversations
Disciplinary and poor conduct
Monitor development
plansManage poor performance and performance improvement plans
Design and deliver
learning content
Manage My Performance
Design performance management
and talent
School led
HR led
Manage annual performance reviews
Manage succession plans and
identification of talent
Manage absence
and leave
Manage long term sickness and management processes, tools and frameworks
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Process taxonomy aligned to Employee Lifecycle (2)
School led
HR led
Engage and Motivate Me
Build an engaging environment for staff and be supportive
Design employee engagement polices and processes
Manage conduct, disciplinary actions and grievance
Manage industrial relations, trade unions, collective agreements
Reward Me
School led
HR led
Manage annual compensation reviews
Ensure mandatory training is complete
Manage payroll
Compensation and benefits processes
Wish Me Farewell
School led
HR led
Complete exit checklist and take back equipment, access cards and office equipment
Manage exits and death in service
The experience of the employee lifecycle and its processes are viewed from a BAU lens, it is important to highlight that your school may encounter one-off major events such as restructure, merger and acquisitions (including TUPE transfer), in these circumstances it is essential HR are involved.
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Managing people challenges
As a leader you need to be equipped with tools and techniques to proactively address and tackle people challenges
Speak to HR
Self-manage
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Application to real-life context
What steps could school leadership take to understand the root cause of the issue?
What areas of the employee lifecycle might require addressing to resolve the issue?
What could be some short (0-3 months), medium (3-6 months) and long term (6-12 months) actions which could be put in place?
Poor performancePersistent absenteeism
15 mins
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How are we doing now?
MENTIMETER
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Agenda
Introduction and overview of learning objectives
Impact of strategy and vision on staff performance
Navigating people challenges with confidence
Supporting effective performance management conversations
Exploring workforce insights to address school wide challenges
Recognising your HR priorities
Wrap-up
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Performance Management conversations – what, how, who?
Performance Management conversations are a critical pillar of people management and are key to developing and sustaining a positive performance culture within schools
My performance management conversations are an opportunity to discuss
my strengths, development opportunities and future aspirations
I use performance management conversations with my team to agree
objectives, review performance, plan development, regularly ‘check in’ and,
importantly, ask for feedback on my own performance
As a Senior Leader, I have given and received feedback on
many occasions. I would like to think I am comfortable doing so
and that my employees feel they can be open and honest with
me about ways I can support them further
Jenny
Newly qualified teacher
Mark
Head of English
Alison
Head Teacher
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Performance Management conversations – what, how, who?
Performance Management conversations can be supported by a range of other performance activities. Think fuel, see, recognise performance
FUEL
performance
Fuel performance…
SEE
performance
See performance…
RECOGNISE
performance
Recognise performance…
Regular
performance
check-ins
Quarterly
career
discussions
Development
Planning
Strengths
based
assessments
Performance
snapshots
Pulse
surveys
Manager
assessment
Regular
talent
reviews
On-going
Recognition
Data driven
performance
decisions
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Leadership and management behaviours in driving performance
Leadership and management behaviours are fundamental in driving a positive performance culture within an organisation
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Leadership and management behaviours in driving performance
Leadership and management behaviours are fundamental in driving a positive performance culture within an organisation
Employees
Middle Leaders
Senior Leadership
Team
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Performance Management conversations – what, how, who?
The ‘art’ of having effective performance management conversations has four key elements: context, specifics, impact and solutions
Positive Feedback:
Positive feedback is used to recognise and
reinforce desired behaviour
Constructive Feedback:
Constructive feedback is used to address
areas in need of improvement
Remember…
Context:
• What was the situation?
• When did it happen?
• Where did it occur?
Specifics:
• What was the observed behaviour?
• What specifically did they do or say?
Impact:
• What was the impact or consequences?
• Who was affected?
Solutions:
• Ask how you can help
• Agree on next steps
• Revisit the conversation
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Performance Management – Husbands Bosworth School
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Agenda
Introduction and overview of learning objectives
Impact of strategy and vision on staff performance
Navigating people challenges with confidence
Supporting effective performance management conversations
Exploring workforce insights to address school wide challenges
Recognising your HR priorities
Wrap-up
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Sources of ‘workforce insights’
“In God we trust. All others must bring data” - William Edwards Deming
Workforce insight is being able to truly understand your data and the factors associated to it. In doing so, you have a better understanding of your people challenges and are in a better place to influence them.
Un
stru
ctu
red
Internal
Stru
ctu
red
External
Exam results
HR staff data (absence, sickness, D&I stats)
Recruitment and interview data
Performance check-ins
Annual survey
Pulse survey
OFSTED results
Ranking (local, national, global)
Surveys and questionnaire
Social media
Reviews
Staff Exit interviews
Focus groups/ Workshops
Job boards and ads
Where to start: Assess and make sense of your data sources before being able to understand what it means
What to find: Workforceinsights exist in different forms, can be structured and unstructured. These can be gathered within (internal) and outside (external) of your school
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Using workforce insights to identify and address school-wide performance challenges
Data viewed in isolation conveys limiting intel however holistically assessed we can understand more about the ‘what’ and ‘why’ behind performance challenges
In order to improve…
OFSTED results
League tables
Positive reviews
Engagement and morale
Performance
Retention
Create
Action Plans for
improvements
Apply
Behaviour nudges to
shape and modify
behaviours
Apply the Employee experience approach to address the identified issues and challenges
Identify underlying issues by using
Fishbone diagram
Staff exit interviews
Local engagement surveys
Focus groups/workshops
Exam results
HR staff data
Recruitment data
Social media postings
Gather and consolidate data from… Internal and external
Data can tell us more about..Staff engagement
Staff morale
Staff well-being
Behaviour intervention
Student performance
Attrition
Career development
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Applying learning to your environment
Identify sources of data in your schools
How do these link to school-wide performance
challenges
What other ways could you build workforce
insights at your school
Can you think of any blockers which would
affect your school to develop ad use workforce
insights
20 mins
Read the case study before you begin the activity…
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Agenda
Introduction and overview of learning objectives
Impact of strategy and vision on staff performance
Navigating people challenges with confidence
Supporting effective performance management conversations
Exploring workforce insights to address school wide challenges
Recognising your HR priorities
Wrap-up
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Recognise your HR priorities
Mentimeter placeholder
15 mins
My key takeaway from this session is…
The most important learning for me is…
Grab it
Write on it
Stick it
Post-it rules:
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Agenda
Introduction and overview of learning objectives
Impact of strategy and vision on staff performance
Navigating people challenges with confidence
Supporting effective performance management conversations
Exploring workforce insights to address school wide challenges
Recognising your HR priorities
Wrap-up
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“The role of a leader is not to come up with all the great ideas. The role of a leader is to create an environment in
which great ideas can happen.”
Simon Sinek, Start with Why: How Great Leaders Inspire Everyone to Take Action
Wrap-up