1. Practical People Planning Staffing AF4Q Projects in Transition vs Alchemy of Talent Magic www.consultCHPM.com AF4Q May 8-9, 2014

2. Alchemy

3. Alchemy #2 www.consultCHPM.com AF4Q May 8-9, 2014 Leadership and participation in healthy work groups = Goals Roles Norms

4.  Align evolving business plan and staff capacities  Be open to future organizational options  Recognize the personal + professional risk/reward quotient for staff and Board members www.consultCHPM.com AF4Q May 8-9, 2014 Goals for today...

5. Aligning the evolving business plan and staff capacities Step One www.consultCHPM.com AF4Q May 8-9, 2014

6. Exploring “fit” in the talent search www.consultCHPM.com AF4Q May 8-9, 2014 Organization Work Group Individual Goals Roles Norms

7.  5-8 min: At your table, identify the staffing issues facing your organization... www.consultCHPM.com AF4Q May 8-9, 2014 Address your issues...

8.  Similar interests...  Issues you may want to consider... www.consultCHPM.com AF4Q May 8-9, 2014 Listen and see who has

9. www.consultCHPM.com AF4Q May 8-9, 2014 Range of Issues

10. Watch/listen for similar interests www.consultCHPM.com AF4Q May 8-9, 2014  Pair up with peers during this session...

11. Evolving Business Plans Needed Capacities at staff/contractors, board and allies www.consultCHPM.com AF4Q May 8-9, 2014  Next 3-18 months  Next 12-36 months

12. Open to future HR options Step Two www.consultCHPM.com AF4Q May 8-9, 2014

13. Talent Implications for Organization Structure www.consultCHPM.com AF4Q May 8-9, 2014  Deep vs wide perspective  Mission vs Management  Revenue vs Cost Center ... Other considerations

14. HR Resources available “No need to handle this alone’ www.consultCHPM.com AF4Q May 8-9, 2014  In your network w/o $ . Executive peers . Professional assn . Board members . . and...  In the marketplace w/$ . Search firms . HR service providers . Independent HR counsel . . and...

15. Risk/Reward Quotient Step Three www.consultCHPM.com AF4Q May 8-9, 2014

16. Hiring: Skills, Scale, Structure www.consultCHPM.com AF4Q May 8-9, 2014 Organization’s View  Org Chart + Position Description  Compensation Package  Operating Norms/culture  Flexibility for next stage  And...? Candidate’s View  Work: skills or stretch  Title/Compensation  Values/culture fit  Growth: Glide or grapple  Career path

17. Tools to explore “work fit” www.consultCHPM.com AF4Q May 8-9, 2014 N-Ach: David McClelland We all have three needs that we manage at work, home, community. Need for Achievement Need for Affiliation Need for Power Develop short case studies/interview questions that will provide insight into a candidate’s  Analysis  Sense of priorities/contex  Awareness of culture  Personal/professional goals ... and ...  What factors are important to the organization at this time? Future?

18. Assignment Pair/Trio www.consultCHPM.com AF4Q May 8-9, 2014  Likely case examples  Great interview questions

19. Individual Work Patterns www.consultCHPM.com AF4Q May 8-9, 2014  DiSC Online Survey  Provides 16 profiles of preferred behavior patterns at work.  Individual  Overall Staff profiles  MBTI  Firo –B  And...

20. DiSC Model www.consultCHPM.com AF4Q May 8-9, 2014

21. Talent challenges facing your organization? www.consultCHPM.com AF4Q May 8-9, 2014  Is there a case on work sheets that fits your circumstances?  Find a partner or trio and go to work...  Do you want to work on your specific situation?  Find a partner who is interested in your situation and go to work...

22. Practical review of options www.consultCHPM.com AF4Q May 8-9, 2014  Brief overview of the key issues:  Action options

23. www.consultCHPM.com AF4Q May 8-9, 2014 Talent Management: Taking back to office...

24. Thanks for your participation and counsel to one another! AF4Q Network Lives ON..... www.consultCHPM.com AF4Q May 8-9, 2014