clc webinar “overwhelmed” - families and...

CLC Webinar“Overwhelmed”

Barbara Wankoff

National Director, KPMG LLP

October 3, 2014

© 2012 KPMG LLP, a Delaware limited liability partnership and the U.S. member firm of the KPMG network of independent

member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved.

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Work/Life Supports

�Team of Choice

�Work/Life Career Coaching

Team of Choice



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©2008 KPMG LLP, a U.S. limited liability partnership and a member firm of the KPMG network of independent member

firms affiliated with KPMG International, a Swiss cooperative. All rights reserved.

People are our Greatest AssetsPeople are our Greatest Assets

Flexibility

PredictabilitySatisfaction

Recognition Skill Building

Career Growth

Retention

Accountability Productivity

Employee Loyalty

Team of

Choice



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What is Team of Choice (TofC)?

Audit initiative to empower engagement teams to come together at the beginning of an engagement and plan how they are

going to meet client goals, while also meeting goals in the areas of

� Work/Life Balance – Predictability and Flexibility

� Effective Job Planning and Staffing

� Skill Development

� Employee Involvement

� Recognition and Appreciation

Vision For

Our People

Provide an Environment for All our People to Be Able to “Fit Work into Life and Life into Work” with

Relentless Focus and Commitment to Our Clients



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How does Team of Choice work?

Create Blueprint Take SurveyDemonstrate Commitment

� Engagement team identifies

key action steps

� Team distributes completed

Blueprint to all members, LEP, local HR

� Living document; modify Blueprint as needed to keep in alignment with engagement

goals

� Survey serves as a touch point

to measure team’s progress

� All members participate; except

LEP

� LEP receives aggregate survey

results; responses are anonymous

� Suggested survey frequency

– 45 days from Blueprint completion

– 45 days from last survey

– Two weeks before engagement ends

� Keep daily focus on TofC goals

� Actively participate in open communications

– Quality feedback

– Knowledge sharing

– Recognition of team members’ contributions and achievements

� Debrief on survey results to address areas for improvement

and plan out action steps



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Team of Choice Tools and ResourcesTeam of Choice Tools and Resources

� Web Site

� Leading Practices

� Blueprint Samples

� Relevant Articles

� Link to MSO Playback

� Blueprint

� Our agreement to key outcomes that define us as a Team of Choice

engagement

� Survey

� Measures our progress towards commitments made in Blueprint



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Team of Choice Web Site: What is TofC?



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Team of Choice Web Site: Supporting Materials



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Team of Choice Web Site: Creating a Team of Choice



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Team of Choice Web Site: Resources



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Team of Choice BlueprintTeam of Choice Blueprint

Section One:

Engagement

Profile

Section Two:

Outcome /

Actions

Team of Choice Blueprint

Region/ Business Unit / Office: Engagement Start / End Dates:

Client Name: Engagement Name / Number:

Partner(s) / Manager(s) Names:

Team Member Names / Titles:

Instructions: Please use this document as a template. Action items may be added, changed or deleted as agreed by your engagement team. For ideas /

examples of actions items reference the Sample Blueprints and / or Actions to Consider . Once you have customized the Blueprint for your engagement,

distribute copies to all team members.

Outcome Work Life Balance and Flexibility

Actions

Create Client and Personal Commitment Schedule / Calendar; consider including:

Key client / KPMG deliverable due dates; busy season dates; list key deliverables and accountable team members; training dates;

milestones

Vacation time and personal commitments of all team members

Work Schedule - establish arrival and departure times within a reasonable range

Travel schedule - understanding this may change due to client needs

Periodic teambuilding events (i.e., community service, sporting events)

Provide work schedule flexibility to team members as needed (i.e., attend personal commitments, school, gym)

Other, specify ________________________________________________________________________________

Outcome Skill Development

Actions

Discuss career development and learning opportunities unique to engagement

Obtain input from team on assignment preferences and areas of focus / development

Involve team members in client meetings to help them gain experience; prep prior to meeting and review results afterwards

Consider inviting staff members to meetings when appropriate

Other, specify ________________________________________________________________________________

Work/Life Career Coaching



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Work/Life Career Coach

The program provides coaches to support our new parents returning to the workplace and to employees grappling with work/life issues

The objective is to:

� Improve retention of key employees as they return from leave and work through major life stage transitions

� Provide guidance to working parents so they can be successful through their new life stage

� Increase productivity and efficiency of working parents in the short and long term

� Improve management and team performance

Coaches focus on helping individuals:

� Think through perceived barriers, identify and develop action plans and create solutions that allow them to remain engaged and committed to their career

� Navigate the challenges of parenthood and the impact on life and career

� Develop and implement strategies to make transition back to work faster and more effective

� Manage work and life concerns

� Build a network of support for overcoming barriers

Thank you

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