creating high-performance teams - 天下雜誌...
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Entire contents © 2015 Productivity Dynamics, Inc. All rights reserved 1
Creating High-Performance Teams
Reza Sisakhti, Ph.D.
Productivity Dynamics, Inc.
A review of the World-Class Sales Competency Model and a talent
strategy to master the forces that are shaping the world of selling
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Topics • Introduction and context setting [5 minutes]
• Strategic talent transformation for all seasons [20 minutes]
− A systemic approach to survive troubled times and prosper in good times
• Case Examples [20 minutes]
− Case 1: Strategic talent transformation
− Case 2: Strategic sales talent transformation
− Case 3: Creating highest-performing teams
• Lessons learned over the past two decades [15 minutes]
• Insights for creating strategic talent transformation
• Critical success factors and success attributes
• Rethinking sales talent development [15 minutes]
− Trends and forces that are shaping the sales profession
− Competencies for high-performance sale teams
• Concluding remarks [5 minutes]
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Goal: Experience Sharing
Types of experience: • Founder and Managing of Director of Productivity Dynamics (18 years) • Senior Fellow at Digital Equipment Corporation (16 years) • Part-time faculty at Boston University (28 years)
Sample clients:
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Strategic talent transformation for all seasons: A systemic approach
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Strategic talent transformation: systemic approach
Define Business Requirements
Define Talent Performance Requirements
Conduct Gap Analysis
Bu
sin
ess
-Ess
en
tial
Co
mp
ete
nci
es
Co
nd
ucive
Wo
rk Enviro
nm
en
t
Create and Deploy Multi-Faceted Solutions with Agility
Measure Effectiveness and Business Impact
Define Competency Requirements
Define Work Environment Requirements
Hire Partner Acquire
Develop Talent
Incentive system
Culture
Feedback system
Organizational structure
Process
Resources (tools)
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Talent transformation requirements analysis: flow
Competency
Requirements
Work
Environment
Requirements
Business
Requirements
Behavioral
Requirements
Business Strategy
Analysis
Performer
Analysis
Context
Analysis
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A quick example Conducting business analysis for a strategic sales
talent transformation
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A quick example
Talent transformation requirements analysis:
Requirements Description
Business Offset declining revenue stream by penetrating the market with
Cloud-based Consumption Service offerings [Metric: gain 25%
market share in cloud-based services]
Behavioral Sales force: achieve 40% of sales quota by selling Cloud-based
Consumption Services (e.g., licensing, subscription, pay per use)
vs. purchasing hardware and software)
Competency • Consultative selling competency
• Executive selling competency
• Cloud services competitive positioning
• Knowledge of new market dynamics
• Knowledge of consumption models
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Business-essential competencies:
A foundation for strategic talent transformation
Individual and group competency gap assessment
Talent
Assessment
Talent
Development
Business-essential competencies
Learning strategy definition and deployment
Measuring effectiveness and business impact
Business requirements
Business
Impact Measurement
Talent
Acquisition
Hiring and onboarding Collect and analyze data from:
Strategic thinkers and influencers
Top performers and role models
Foundation
Function Excellence
Role
Excellence
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Case 1: Creating a strategic talent transformation as an integral
part of the corporation’s business transformation strategy
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Case 1: Strategic talent transformation Business context and strategy
Company: A Fortune 500 company (with 36,000+ employees worldwide)
Sector: Technology Industry: Diversified electronics
Challenge/Opportunity:
• Faced survival threat due to challenges such as:
− rapidly changing technology
− long new-product introduction cycle,
− tough competition
• Needed to define and implement a business transformation strategy
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Case 1: Strategic talent transformation Requirements Definition
• Identified challenges impacting the organization’s ability to achieve its
business objectives
• Defined business-aligned behaviors required to meet the challenges
• Defined business-essential competencies that fuel the desired business-
aligned behaviors
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Case 1: Strategic talent transformation Business units were faced with six interrelated business challenges:
Rapid
new-product
introduction
Globalization
Rapid
growth
Tough
competition
Rapidly
changing
technology
Complex
marketplace
Business
Challenges
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Case 1: Strategic talent transformation Business-aligned behaviors to overcome business challenges
Institutionalize and accelerate
the innovation process
Rapidly deploy resources for
new technologies Rapidly changing technology
Business
Challenges
Develop and retain current talent
Hire needed talent
Establish partnerships and
manage vendors
Deploy an acquisition strategy
Behaviors
Rapid
growth
Increase global presence
Deal with regulations
Develop a global workforce
Compete against established
competitors
Compete against evolving
entrepreneurial companies
Proactively predict customer
needs and market conditions
Rethink business strategies
continuously
Execute strategies with agility
Accelerate new-product
introduction cycle
Shorten the failure cycle
Align the extended
product team
Globalization
Complex
marketplace
Tough
competition
Rapid new-product introduction
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Case 1: Strategic talent transformation Business-essential competencies fueling business-aligned behaviors
Rapidly changing technology
Business
Challenges
Business-Aligned Behaviors
Rapid
growth
Business acumen and market-focus skills for technology experts
Value chain acumen (e.g.., marketing, engineering, supply chain)
Rapid product-development techniques
Effective team leadership and participation
Complex product and project management
Accelerate new-product introduction cycle
Shorten the failure cycle
Align the extended product team Globalization
Complex
marketplace
Tough
competition
Rapid new-product introduction
Business-Essential Competencies
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Case 1: Strategic talent transformation: Business Value Chain
Competencies Behaviors Business Impact
Employees will:
Engage in more effective cross-
organizational collaboration
Achieve broader range of industry-
collaborative relationships
Exhibit higher work/job satisfaction and
positive work-related engagement
behaviors (collaboration, team
participation, peer leadership, or active
participation)
Create designs or action plans that
fully address marketing, business, and
supply chain requirements
Form and lead high-performance,
cross-organizational teams.
Anticipate market changes and
developments with greater accuracy
Use available technology to drive
consensus and determine actions from
a more informed position and with
agility
etc.
Organizational & Business Metrics
Higher rate of inter-departmental
projects completed within
established time and budget
parameters
Increased market-alliance
presence (e.g., number of
projects, industry
acknowledgement)
Increased employee engagement
Lower rate of employee
turnover
Improved employee satisfaction
survey results
Increased revenue and margin for
partner joint-ventures
Decrease in product time-to-
market metric
Increase in virtual corporate social
networks and decision-making
circles
etc.
Employees should be able to:
Use methods to build interpersonal
alliances across organizations
Differentiate between areas of
cooperation and competition, and
position areas of mutual benefit with
potential partners
Demonstrate market-competitive,
advanced technical and process skills
Demonstrate understanding of business
and marketing drivers
Identify value chain stakeholders, their
specific agendas, and how these
interrelate
Demonstrate understanding of cross-
organizational team leadership,
participation, and management
strategies
Apply appropriate analytical models to
interpret market dynamics and trends
Identify the advantages and procedures
for using innovative group decision-
making technology
etc.
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Case 1: Strategic talent transformation Strategy and examples of concrete actions to implement the strategy:
− Defined a talent transformation strategy with components like these:
Employee-sourced innovation ideas – Employees were asked to submit innovative
ideas in an email message. Each member of the senior leadership team reviewed and
responded to 6 messages per day.
20/80 innovation idea engagement – employees were invited to spend up to one day
a week on their innovative transformation ideas in support of the business strategy in
their area of responsibility.
Senior leaders visited a dozen innovative start-up companies in their areas of
responsibility and defined a contextualized business transformation agenda based on
lessons learned.
− Implemented a corporate learning strategy as an integral part of the transformation
strategy
− Measured the effectiveness and business impact of the talent transformation
strategy
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Case 1: Strategic talent transformation Business impact Measurement Study
Goal:
Measure the impact of the transformation strategy on employee engagement and retention
Measures: Identified key items from three categories of Employee Pulse Survey:
− Alignment and Agility
− Innovation
− Pride in the company
Sampling:
A stratified random sample of employees was selected from the following groups:
− The first wave of strategy deployment (Strategy +)
− Those who did not participate in the first wave of deployment (Strategy -)
Data Collection & Analysis:
Data was obtained and analyzed for three time periods:
− Pre-Transformation Period: Year prior to deployment
− Transformation Period: Year of deployment
− Post-Transformation Period: Year after deployment
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Case 2: Strategic sales talent transformation
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Case 2: Strategic sales talent transformation Business context and strategy
• Company: A Fortune 100 company (with 300,000+ employees worldwide)
• Sector: Technology Industry: Information Technology
• Challenge/Opportunity: Adapting and adopting to the “New Style of IT”, such as:
− Migrating to cloud computing
− Offering new consumption models (licensing, subscription, pay-per-use) vs. purchase of hardware or
software
− Creating vertical industry solutions
− Migration from product-centric to customer-centric selling (i.e., consultative / insight selling)
• Strategy:
− Established a talent strategy to build the “best sales force in industry”
− Defined business-essential competencies needed by all members of the account team (e.g., account
general manager, account manager, sales specialist, pre-sales consultant, partner account manager)
− Conducted competency gap assessment and identified needed capability and capacity
− Created and deployed learning roadmaps for all members of the account team
− Measured the effectiveness and business impact of the sales talent transformation program
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Case 2: Strategic sales talent transformation Business Impact Measurement Study
• Methodology:
− Identify a total of 180 key accounts worldwide.
− Identify number of learning modules successfully completed by each account member
(including quizzes) and calculate average number of modules completed by each
account.
− Rank order accounts based on average number of learning modules completed by
members (Range: 33 to 0).
− Select top 50 accounts and label as High Learning Coverage (HiCov) group.
− Select bottom 50 clusters and label as Low Learning Coverage (LoCov) group.
• Metrics selected:
− Customer satisfaction (measured by Trusted Partner Index -- TPI)
− Sale performance (measured by: Quota Attainment, Revenue Growth, Share of
Wallet)
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Case 2: Strategic sales talent transformation Business Impact Measurement Study, cont.
• Data was obtained for three time periods:
− Pre-Program Period: Fiscal year prior to program deployment
− Program Period: Fiscal year of deployment and utilization
− Post-Program Period: Fiscal year after program deployment
• Comparative data analysis was conducted using the following data from both
groups:
− Trusted Partner Index
− Quota Attainment
− Revenue Growth (year-over-year growth)
− Share of Wallet
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Case 3: Creating “highest-performing teams”
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Case 3: Creating “highest performing teams” Business context and strategy
• Company: A professional services company (with 175,000 employees worldwide)
• Sector: Financial Services
• Challenge/Opportunity: Not just surviving fundamental changes driven by globalization and
technology, but thriving
• Strategy:
− Establishing a plan called Vision 2020 with the objective to make to the company the leading
global professional services provider
− Selecting as one of the four pillars of Vision 2020, the goal of “creating highest-performing
teams”
For these highest-performing teams, Sector Acumen was identified as a business-essential
competency.
− Establishing a talent development and enablement initiative for customer-facing consulting
teams, including consultants and partners
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Case 3: Creating “highest-performing teams” Business Impact Measurement Study
• Sampling:
− A stratified random sample of 177 participants worldwide was selected (SecSim +)
− A homogeneous stratified random sample of non-program participants was selected (SecSim -)
• Pipeline metrics selected:
− Number of opportunities created/identified by consulting team
− Size of opportunities
• Data obtained for three time periods:
− Pre-Initiative Period: Quarters prior to initiative deployment
− Initiative Period: Quarter of deployment and utilization
− Post-Initiative Period: Quarters after initiative deployment
• Comparative data analysis conducted using average value of opportunities created by:
− Initiative participants (SecSim +)
− Initiative non-participants (SecSim +)
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Lessons learned over the past 2 decades:
Insights for creating successful
strategic talent transformation
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Critical success factors and
attributes of successful talent transformation
• Requires a strong C-suite business sponsorship and HR leadership
• Is data-driven and evidence-based
• Is business-integrated
• Is relentlessly innovative
• Is flawlessly executed
• Is superbly agile
• Contains an effective learning environment
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Requires a strong C-suite business sponsorship and HR leadership
Critical success factors
• Business leaders who:
− Are actively involved
− Expect and inspect
• HR leaders who:
− Clearly articulate a future state and a roadmap for talent transformation to
transition from current to future state
− Identify Key Performance Indicators for success of the future state
− Measure the effectiveness and business impact of the future state
• Leaders at all levels who:
− Have the courage to change
− Are willing to learn and share learning
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Is data-driven and evidence-based
Attributes of successful talent transformation
• Includes a solid business requirements definition component
− Avoids “paralysis of analysis”
− Leverages industry benchmarks and best practices
− Uses advanced data analytics to gain insights
− Values intuition
− Strives for clarity but deals with ambiguity effectively
• Includes a strong formative evaluation component to gain and use insights
for mid-course correction
• Includes a solid business impact measurement component to identify the
business value of the investment and to demonstrate accountability
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Attributes of successful talent transformation Is business-aligned and business-integrated
Business / Mission
Neutral
Business / Mission
Supportive
Business / Mission
Aligned
Business / Mission
Integrated
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Attributes of successful talent transformation
Goal: Talent transformation initiatives that are at higher levels of maturity model
Levels of talent transformation maturity model:
Levels: Examples:
L1: Business neutral Catalog-based generic onboarding programs
L2: Business supportive Onboarding programs for employees of merged companies
L3: Business aligned Onboarding program to retain talent from merged/acquired
companies
L4: Business integrated Strategic talent acquisition and retention as a integral
component of new mergers/acquisitions deals
Is business-aligned and business-integrated – A talent development example
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Is relentlessly innovative
Attributes of successful talent transformation
• Uses best and smartest practices from various industries and size companies
• Demonstrates a spirit of entrepreneurship and innovation in all aspects of
talent transformation:
− Talent definition
− Talent assessment
− Talent acquisition
− Talent development
− Talent retention
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Is flawlessly executed and is superbly agile
Attributes of successful talent transformation
• Principles of flawless and agile execution
Acknowledges the fact that the current state can be fatal and therefore
time is a luxury that does not exist
Uses rapid prototyping, staged deployment, and “round-trip” design
“Fails fast” and uses lessons learned for mid-course corrections
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Contains an effective learning environment that keeps talent competitive
Attributes of successful talent transformation
Definition of Effective Learning Environments:
A set of well-orchestrated and integrated learning opportunities responsive to the ever-
changing needs of the organization that makes employees marketable
Components of an Effective Learning Environment
− Formal Learning
− Work-Based and work-integrated Learning & Development
− Experiential Knowledge Sharing
Attributes of an Effective Learning Environment
− Multifaceted
− Continuous
− Integrated with work
− Accommodating to learners' needs
− Business Integrated
− Rigorous and demanding
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Rethinking Sales Talent development ATD World-Class Sales Competency Model
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Initiative Goals
ATD World-Class Sales Competency Model
• Conduct a robust study of trends and emerging practices that are shaping the sales
profession
• Use insights gained from research to create a model for the future of selling
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Initiative Approach
ATD World-Class Sales Competency Modeling
Iterative Revision of WCSCM to Final Deliverable
Phase 2: Researching, Prototyping,
and Revising
Review existing collateral
Conduct expert interviews
Begin revising the model
Final WCSCM, Report, and Deliverables
Preliminary Revised WCSCM
Phase 1: Context Discovery
and Planning
Conduct trend research
Recruit research participants
Build Phase 2 interview protocols & collateral
Phase 3: Validating, Aligning,
and Reporting
Complete validation data collection
Build and implement alignment survey
July 2014 August – November 2014 December 2014 – June 2015
22 1-on-1 validation reviews
295 participated in surveys
Research Activities:
56 1-on-1 SME interviews
9 worldwide focus groups
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Key Trends Shaping Sales Practices
Market Dynamics and
Changing Customer Demands
Sales Talent
Development
Workforce Reconfiguration
Advances in
Technology
A Perfect Storm
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Key Trends Shaping Sales Practices
Market Dynamics and
Changing Customer Demands
Sales Talent
Development
Workforce Reconfiguration
Advances in
Technology
A Perfect Storm
• Rise of empowered buyers
• Sales force verticalization
• Shift from “FAB” to “solution” to
“insight” selling
• Blurring lines between sales and
marketing
• Adoption of a hybrid sales model
• On-demand availability
• Omnipresent social
media
• Analytics-based
prospecting
• Multigenerational sales
and customer teams
• Globalization of teams
and customer base
• Use of “win” analytics
to gain learner insights
• Emergence of
integrated learning
environments as a
necessity
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Characteristics of emerging buying teams
Attributes of successful selling
− Tech-savvy
− Educated
− Demanding
− Multi-generational
− Global
− Far advanced in their buying process when they engage sales teams
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Selling team’s business-essential competencies
Attributes of successful selling
− Collaborating with and utilizing marketing resources to monitor and
establish a social media presence that potential buyers will consult
− Utilizing conventional and emerging research and analytics tools and
resources to gain an accurate understanding of the customer’s needs and
evolving opportunities in the context of their industry
− Challenging the customer’s status quo, providing insights into the
customer’s current and evolving needs, and proposing solutions that help
them succeed
− Creating value propositions that are centered on the customer’s unique
needs in the context of their industry KPIs
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Selling team’s business-essential competencies (continued)
Attributes of successful selling
− Adopting and utilizing advanced mobile and virtual communication
applications to:
Extend their presence
Provide timely insights to customers
Ensure responsiveness
Enhance credibility
Respond to competitors’ claims
Drive opportunities to close without being intrusive to sales teams.
− Understanding generational differences and incorporating a global
perspective into sales planning and pursuit efforts
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Part 1: Sales Force Customer-facing, quota-carrying sales professionals
Sample roles covered:
• Sales representative:
– Account manager
– Territory manager
– Account executive
– Inside/outside sales
representative
• Sales specialist
• Presales technical consultant
• Partner/channel account manager
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Part 2: Sales Management & Leadership
Sample roles covered: • Sales executive
• Sales manager
• Sales specialist manager
• Presales manager
• Partner/channel sales
manager
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Part 3: Sales Enablement
Sample roles covered: • Sales recruiter
• Sales compensation planner
• Sales technology specialist
• Sales operations analyst
• Sales trainer/coach/consultant
• Sales training designer and
developer
• Sales researcher
• Sales professor/academic
• Sales enablement manager
• Sales enablement executive
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Success in Selling: Developing a World-Class Sales Ecosystem
… introduces the new ATD World-Class Sales
Competency Model.
… presents timely research on key trends reshaping
today’s sales profession
… an indispensable reference for assembling a
world-class sales force,
… a comprehensive sales tool essential for all sales
professionals
… features case studies, job aids, and tools critical
for personal and organizational success
https://www.td.org/Publications/Books/Success-in-Selling
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Concluding Remarks Learning takeaways
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Learning takeaways
• Luxury vs. necessity business: Creating high-performance teams is not a
luxury – it is a business necessity.
• Business vs. HR orientation: HR professionals and executives need strong
business acumen and need to be business people first and HR people second.
• Business neutral vs. Business integrated: Talent transformation strategy
needs to be integrated with business strategy.
• Emergency-room (panic/reactive) vs. healthy-living (proactive/continuous):
Strategic talent transformation, like a healthy life style, is a continuous, everyday
effort that eliminates the need for reactive activities during troubled times.