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Critical Metrics for Talent Management in Reporting to Boards and Investors
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Speaker: David CreelmanCEOCreelman Research Inc.
Moderator: Connie CreelmanHalogen
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Connie CostiganDirector of Marketing CommunicationsHalogen
David CreelmanCEOCreelman Research Inc.
© 2014 Halogen Software Inc. Confidential – Not to be used, copied or redistributed without Halogen’s prior written permission.
© 2014 Halogen Software. All rights reserved. All contents are confidential.
Critical Metrics for Talent Management in Reporting to Boards and Investors
Presented by:David CreelmanCEO, Creelman Research
“Smarter Annual Reports: How companies are integrating financial and human capital reporting” Laurie Bassi, David Creelman Andrew Lambert
© 2014 Halogen Software. All rights reserved. All contents are confidential.
Agenda
1. What’s happening in the world of reporting to investors and boards.
2. How it effects you.
3. What do to.
© 2014 Halogen Software. All rights reserved. All contents are confidential.
The (old) World of Annual Reports
Hey guys, what about human
capital?
Hey guys, what about human
capital?
© 2014 Halogen Software. All rights reserved. All contents are confidential.
At Last the Tide is Coming In
© 2014 Halogen Software. All rights reserved. All contents are confidential.
Who’s Playing on Our Team
Mary Schapiro
Michael Bloomberg The Prince of Wales
Richard Branson
© 2014 Halogen Software. All rights reserved. All contents are confidential.
What’s the Goal?
• Beyond financial measures • Concise• Relevant
• An integrated story
© 2014 Halogen Software. All rights reserved. All contents are confidential.
What Gets Reported?
Atlantia
© 2014 Halogen Software. All rights reserved. All contents are confidential.
What Gets Reported
© 2014 Halogen Software. All rights reserved. All contents are confidential.
Many Human Capital Metrics are Reported
• Diversity• By level• By ethnic group• By geography
• Employee surveys• Engagement• “Proud of what we do”• “Passionate about customers”
• Health and safety• Number of lost time injuries
• Career mobility• # of internal promotions &
transfers
• Labor relations• % unionized• # of grievances
• Recruiting• #of new hires, by gender,
region..
• Reward• Average pay increase for
managers…
© 2014 Halogen Software. All rights reserved. All contents are confidential.
How to Decide What to Report
• Do stakeholders expect it?• (e.g. Diversity)
• Do we have the data?• (e.g. Investment in training)
• Does it help tell our story of value creation?• (e.g. Leadership quality)
© 2014 Halogen Software. All rights reserved. All contents are confidential.
A Model to Organize the Story
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The Best Way to Start
• Do something internal now, so you are ready to do something external when asked
• Do something relevant, concise and easy for stakeholders to understand
• Pick three strategic business initiatives then tell the story of how human capital investments support those initiatives
• Make sure you have some metrics to support your story
• Frame the “so what?” in terms of risk management• Later on, add in any other metrics stakeholders
expect
© 2014 Halogen Software. All rights reserved. All contents are confidential.
For example…
• Issue: Rapid growth in China• Human capital investment: New software to speed
recruitment• Story: Explain what & why
• Metrics: e.g. Number of hires, Time to fill (in China), Quality of hire (in China).
• Risk: Insufficient recruitment would put revenue targets at risk
© 2014 Halogen Software. All rights reserved. All contents are confidential.
The big metrics
• Heath & Safety• Lost time due to injury• Fatalities
• Skills• Investment in training• Hours of training / employee
• Leadership• Relevant employee survey results
• Alignment• Relevant employee survey results
• Engagement• Engagement score
• Talent pipeline• Depth of succession pool
© 2014 Halogen Software. All rights reserved. All contents are confidential.
Making it happen in real life
Customized based on what you need to report
on: Diversity, Age, Gender, Geography,
Unionization
Customized based on what you need to report
on: Diversity, Age, Gender, Geography,
Unionization
© 2014 Halogen Software. All rights reserved. All contents are confidential.
Talent Management Tools that Support Reporting
Customized based on what you need to report
on: Tenure, Career Mobility
Customized based on what you need to report
on: Tenure, Career Mobility
© 2014 Halogen Software. All rights reserved. All contents are confidential.
Strong Data Foundation Gives Insight Across Talent Programs
© 2014 Halogen Software. All rights reserved. All contents are confidential.
At-a-Glance: How is the organization tracking against corporate objectives?
© 2014 Halogen Software. All rights reserved. All contents are confidential.
At-a-Glance: Is Learning & Development Happening and Effective?
© 2014 Halogen Software. All rights reserved. All contents are confidential.
Drill-down: Succession Pipeline
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What it Means to You
© 2014 Halogen Software. All rights reserved. All contents are confidential.
Recommendations
1. Learn the basics and talk to leadership about “human capital reporting” in whatever context it will capture their interest
2. Pilot an HR report
3. Create a road map to build needed systems and processes
4. Ask to be involved
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Leveraging Employee Assessments
Friday, December 19, 2014
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