1. Serving the people of Cumbria Do not use fonts other than Arial for your presentations People Management Staff Engagement Briefing 21 September 2015

2. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Agenda Council position –Challenges faced –Service Review Programme People Management Service & Learning and Skills Review –Objectives –Proposal information –Scope –Current Structure –Proposed Structure Stages of the Process Employee Support and Advice Next Steps & Key Timescales

3. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Unprecedented Challenges

4. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Less money from Government

5. Serving the people of Cumbria Do not use fonts other than Arial for your presentations £113m£80m £233m 2011/18 £40m

6. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Significance of staffing spend Contracts Schools Staffing Plus Capital Programme £305m: 2015/16 – 2019/20

7. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Service Review Methodology Service review programme

8. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Service Review Methodology “Some service reviews will result in a restructure that will deliver a similar service, but with less resource. Others however, will be much larger and could require a fundamental reshaping and whole-scale restructure of the teams involved. Regardless of the scale of each review, these are uncertain times for everyone involved and we are working closely with our Trade Union colleagues to carefully manage each individual process so that any affected staff receive regular communication, updates and as much support as possible. “ 7 Sept 2015 Engagement and Communication

9. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Review Objectives High quality service at significantly reduced cost, focus on core activities Two separate but integrated services: People Management & Learning & Skills Smaller, flatter, flexible and agile structures - use of resources Valued service to internal and external customers Remodelled processes and procedures Greater self serve and service manager accountability New Learning & Skills Service :  Existing L&D team  Community Learning & Skills team (formally Adult Education)  Business Development Unit

10. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Review Scope The posts affected by this service review are:  People Management: 30 posts (6 vacant)  Learning & Development : 42 Posts (16 vacant ) 72 Posts (22 vacant) Plus  Community Learning (formerly Adult Education ) 5 posts  Business Development Unit 10 posts

11. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Posts affected Statement of change Learning & Development Post TitleNumber of Posts Organisational Development & Learning Manager1 Apprenticeship Manager1 CPD Manager1 Workforce Learning & Development Manager1 Learning & Development Support Manager1 Learning Delivery Team Leader1 Driver Training Team Leader1 Team Leader, Delivery Support1 Transformational Learning Manager1 Social Work Professional Development Lead1 Directorate Learning & Development Officer4 Partnership Development Officer1 CPD Officer1 Member Development Officer1 L&D Support Adviser1 Apprenticeship Co-ordinator1 Traineeship Co-ordinator1 Quality Officer1 Assistant HR Adviser – Apprenticeships1 Learning Resource Development Officer1 Social Work Student Placement Co-ordinator1 Learning Facilitator4 Health & Social Care L&D Officers4 Driver Trainers3 Learning Events Support (BS4A)2 Apprenticeship Support Assistant1 Learning Resource Development Assistant2 Learning Events Support Assistant (BS3A)2 Learning & Development Sub Total42 (16 vacant)

12. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Staffing & Structure Proposals (1) Reduce the People Management establishment (inc HR & L&D) from 72 to 44 posts (28 post reduction) (39% reduction) Create two separate, but integrated services: People Management 22 Posts + Learning & Skills. 22 Posts Reshape to remove cost from deletion of vacant posts and VR’s 22 vacant posts 4 VR applications being considered Planned reduction in Externally Provided Workforce

13. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Staffing & Structure Proposals (2) Learning & Skills Service brings together L& D Team with the Community Learning (formally Adult Education) into one service. Transfer the 10 posts from the Business Development Unit (Traded Services) into the new Learning & Skills Service. Transition in of Community Learning will bring forward 4 vacant posts. Resolve the 5 outstanding posts and staffing from Phase 1 of the Adult Education (Community Learning) review. Proposed changes could include changes in location for some posts within Learning & Skills (possible Carlisle to Penrith)

14. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Service Delivery Proposal - People Management (HR) Project and team working balancing generic skills with technical knowledge and expertise. Provide strategic, high quality, consistent output to services. Develop effective tools, guidance, training to support customers. Support services via dedicated Business Manager roles. Strong consultancy and coaching approach. Reduced cost to contribute to Council budget challenge.

15. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Close working with services to develop Directorate L&D plans Focus on statutory, mandatory and business critical training, leadership and management development Professional lead roles ensure quality improvement Utilise skills, resources and external funding to greater effect Develop the workforce of the future e.g.: - Social Work Academy - Apprenticeship programme - Reshaped Council Reduced cost to contribute to Council budget challenge Service Delivery Proposal – Learning & Skills

16. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Structures - Current People Management (HR)

17. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Structures - Proposed People Management (HR)

18. Serving the people of Cumbria Do not use fonts other than Arial for your presentations

19. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Structures - Current Learning & Skills

20. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Structures - Proposed Learning & Skills (1)

21. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Structures - Proposed Learning & Skills (2)

22. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Structures - Proposed Learning & Skills (3)

23. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Structures - Proposed Learning & Skills (4)

24. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Reshaping Process Engagement Period (4 weeks) Review and Decision (up to 2 weeks) VR Window (up to 3 weeks) Assimilation & VR Approval Vacancy Preference Process (up to 4 weeks) Final Outcomes

25. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Reshaping Process Engagement Period (4 weeks) 21 Sept – 18 Oct 15

26. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Engagement 4 week engagement 21 September – 18 October 15 Face to Face Meetings:  First – 21 September9.30 – 11.00am Waterton Hall, Carlisle  Mid-point – 8 October9.30 – 11.00am Waterton Hall, Carlisle  Final – 26 October 9.30 – 11.00am Waterton Hall, Carlisle Opportunity of 1:1s with management on request Employee Information Website –for all reshaping documents and FAQs –FAQs regularly updated Website facility –to ask questions and provide comments on the proposals

27. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Reshaping Process Engagement Period (4 weeks) 21 Sept – 18 Oct 15 VR Applications (3 weeks) 21 Sept – 11 Oct 15

28. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Voluntary Redundancy Commitment to reduce staff by voluntary means wherever possible VR applications invited for 3 week period 21 Sept to 11 Oct VR applications important as could influence review & decision phases VR process and FAQs included on the Employee Information Website –Apply by raising a Service Centre Portal ticket –Ensures all applications are effectively processed and tracked –Applications considered by the Senior Change Manager and Assistant Director –Final approval by Corporate Director – Environment & Community Services

29. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Reshaping Process Engagement Period (4 weeks) 21 Sept – 18 Oct 15 Review and Decision (up to 2 weeks) 19 Oct – 30 Oct 15 VR Window (up to 3 weeks) 21 Sept – 11 Oct 15

30. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Review & Decision All feedback will be considered as part of the review & decision process Final decisions expected to be confirmed within the 2 week period Final meeting scheduled for 26 Oct 15 9.30 – 11.00am If extension needed beyond 2 weeks as a result of significant issues raised, then all staff will be notified as early as possible, with an explanation for why.

31. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Reshaping Process Engagement Period (4 weeks) 21 Sept – 18 Oct 15 Review and Decision (up to 2 weeks) 19 Oct – 30 Oct 15 VR Window (up to 3 weeks) 21 Sept – 11 Oct 15 Assimilation & VR Approval From 2 Nov 15

32. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Assimilation & VR Approval Assimilation process will compare old and new roles to determine where direct appointments can be made Roles must be 75% match / substantially similar against each assimilation criteria Employees not assimilated to posts confirmed as ‘at risk’ of redundancy and are able to apply for vacant posts through the vacancy preference process All employees in scope will receive a personalised letter confirming the outcome of the process from 2 November 15:  VR outcome  Confirmation of assimilation  Confirmation of VPP All letters personalised and issued via the Service Centre

33. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Reshaping Process Engagement Period (4 weeks) 21 Sept – 18 Oct 15 Review and Decision (up to 2 weeks) 19 Oct – 30 Oct 15 VR Window (up to 3 weeks) 21 Sept – 11 Oct 15 Assimilation & VR Approval From 2 Nov 15 Vacancy Preference Process (up to 4 weeks) 2 Nov – 27 Nov 15

34. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Vacancy Preference Process Process will run from 2 – 27 November 15 Ability to apply for: –up to 3 posts; –up to 2 grades above and 2 grades below current grade Posts that can be applied for through vacancy preference process confirmed in individualised letters Letters contain links to make an application Maximum character limit for applications 1 interview where possible Interview dates confirmed asap

35. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Reshaping Process Engagement Period (4 weeks) 21 Sept – 18 Oct 15 Review and Decision (up to 2 weeks) 19 Oct – 30 Oct 15 VR Window (up to 3 weeks) 21 Sept – 11 Oct 15 Assimilation & VR Approval From 2 Nov 15 Vacancy Preference Process (up to 4 weeks) 2 Nov – 27 Nov 15 Final Outcomes From 30 Nov 15

36. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Final Outcomes Outcome letters issued from 30 November 15 Remaining vacancies advertised internally For employees who have not secured a post:  Alternative employment support  Meetings with the Senior Manager & Change Manager to discuss other options  Notice of redundancy issued as a last resort

37. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Support and Advice Both face-to-face and website Engagement period People Management support Learning & Development service Trade Union representatives Pensions Service Employee Information Website

38. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Employee Information Website

39. Serving the people of Cumbria Do not use fonts other than Arial for your presentations

40. Serving the people of Cumbria Do not use fonts other than Arial for your presentations

41. Serving the people of Cumbria Do not use fonts other than Arial for your presentations

42. Serving the people of Cumbria Do not use fonts other than Arial for your presentations

43. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Employee Information Website

44. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Next steps Statement of change, structure proposal and role profiles all available on Employee Information Website FAQs will be regularly updated on Employee Information Website Welcome any feedback for consideration

45. Serving the people of Cumbria Do not use fonts other than Arial for your presentations Discussion & Questions?