Succession Planning

The Battle is Real

20% of most western countries workforce is over 55 years oldthe-battle-is-real

As a CEO /CAO you have many challenges and sometimes it feels like you have people coming at you from all directions.

•  Ηow many managers are over 55?
•  Are you facing 1-2 retirements per year?
•  Do you have senior managers who are preventing talent from rising to the top?
•  Do you have talented managers leaving the organization?
•  Do you have senior managers sandbagging until they retire?
•  Do you have managers taking time off for personal health reasons?

 

 

 

ignore-the-elephant-in-the-room

 We Love the Elephant in the Room

If we just looked at the those who are over 55, you may be facing at least a 20% turnover per year of your senior managers.  The cost to the organization is massive and the areas we see the most pain are:

  • Loss of corporate knowledge
  • Costly recruitment processes
  • 3-6 lead months for the new manager to come up to speed
  • Perceived drop in professionalism and service levels to the organization and community

 

 

 

succession-planning-pmh-insights-inc

The Fact:

Staff turnover is a fact of life; however, lack of planning is setting you and your team up for failure, or just more hours to be worked and more criticism of not getting on the front foot.

As a manager, we are tasked with being able to foresee the challenges ahead and mitigate risks ahead to smooth out the path for our teams to follow.

Successful execution in succession planning enables your new team members to feel supported and engaged day one on the job.

 

 

Numbers Tell the Truth   succession-planning- pmh-insights-inc

  • If you have 2 managers leaving after ten years of service you are losing 33,000 hours of experience out of your organization
  • If the 2 new managers, you hire take 6 months to get up to speed at a cost of $100,000 per annum salary. You are now $100,000 cash out of pocket
  • You are 6 months behind on expectations of the  council/community
  • If it takes 12 weeks to recruit and you spend $20,000 with recruitment companies/HR consultants, you are now $40,000 out of pocket Investing prior to staff leaving is critical

 

 

pmh-insights-inc

Our Objective:

To document and capture as much knowledge from existing staff as possible.This is aimed at maximizing corporate knowledge in order to aid in the process of onboarding new staff, with minimal disruption to day to day business operations.

 

 

 

 

Our Approach:                                                                                   

Will include the following for each staff member involved:
❖ Projects

➢ Current projects

➢ Future projects

➢ Status and progress for both

➢ Project risks

➢ Opportunities for change / Improvements

❖ Services

➢ Current services provided

➢ Service risks

➢ Opportunities for change / Improvements

❖ Position Role & responsibilities

➢ Current role

➢ Current responsibilities

➢ Current duties & tasks

➢ Assumed/undocumented responsibilities in your current role

➢ Location of key documents and files (electronic and hardcopy)

CEOs-Succession-Blog-PMH-Insights-Inc

Deliverables:

Scheduled & Executed 1-1 meeting with each existing staff member                  succession-planning- pmh-insights-inc

  (online unless agreed otherwise)

Hand over document capturing each of the elements described above

Audio recording (optional)

1-1 meeting with new staff for a handover

All documentation is converted to Cascade for the implementation

 

Services Schedule:

PMH Insights will provide the following services.
** Note: All services are delivered over the web unless otherwise agreed.
Pricing Schedule:

Base per Business Manager/Staff: $5,000

To finalize a formal scope and cost we require confirmation on:

– Number of stakeholders

– Number of on-site sessions required

 

 

Why CEOs’ Struggle With Strategic Planning? Part 1

Why CEOs' have trouble with Strategic Planning pt.1 PMH Insights

I have been involved directly in strategic planning and execution for a while now.  During this time, I have since discovered I’ve been practising strategic planning my whole life!

From setting goals to improve myself, expanding my knowledge through different industries which gave me a better understanding or “qualification” of what I deemed to be true or how I derived my next decision and then progress.

Effectively, strategic planning is supposed to be for all companies large and small, but alas it has become a ‘dirty’ word to many.  We still see twenty-year-old Vision and Mission statements hanging on a plaque in many a foyer with old dusty carpets reflecting the current position of those companies in the world.

My industry experience includes years in the airline industry working in Quality Assurance plus extensive time in the IT software industry working globally with job cost, construction and design software. The signs of poor strategic planning become obvious.

On speaking to a CEO it becomes apparent why they do or do not set a vision or goals for his/her company.  The points I bring up such as there is no “company-changing” big vision strategy active anywhere. The big power curve changes such as R&D, M&A if valid to expand the business through database growth, or even diversification projects to find that perfect differentiator that defines their company from their “direct” competitors. I don’t see it, yet time and time again CEOs reject considering strategic planning and deem it as “not important or not a high priority” to the current growth of ‘their’ company.

I sympathize with many CEOs’. They sometimes have a vision but are unsure how to take their staff along for the ride. They want to plan for change but inevitably the finance department may cut them off at the knees since the twelve monthly  P/L statements for the board or owner is considered far more critical.

Strangely, CEOs’ don’t trust the system. They reach out to highly competent consultants to give them marketing or business options but eventually, it winds up as an expensive unfulfilled exercise! It’s the cliche’ consultancy report that winds up sitting in the CEO’s top drawer with no real understanding from within the company of how to activate it, track it, manage or report on it.  Sadly we often hear about CEO’s that lock themselves away, make minimal decisions during their tenure, and hope they survive the first three years.

From the time they are in that position as CEO, many do not recognize they have around one hundred days (good or bad) to understand the business operations and then they have about three to six months to make a difference or set the wheels in motion for massive change that will satisfy a Board or owner. The exception is, of course, they do not want change and prefer the status quo.  Blind to the “disruptive” measures that are occurring daily in their industry currently, I would suggest those type of companies have a limited life and are not a good investment.

sorry about your wall PMH Insights Strategic Planning blog

That’s right, the writing is on the wall.  The pressure is on for all CEO’s to think about how they manage change.  Measure the pain points and work your way through them.  At a time when the typical CEO’s lifespan in any one company is diminishing, its those CEOs that are highly motivated, make the big changes, looking for growth, are diversifying, and considering M&A activity as part of “their” portfolio, they are the leaders that will be around for the long term.  They embrace strategic planning that can be measured, will embrace all the senior staff into action and so, as a team and not in isolation, they can confidently move forward and make their vision happen.

Written by Rob Reinking
VP Global Business Development
PMH Insights

 

 

 

 

ROMA | Rural Ontario Municipal Association | Annual Conference | 2019 | PMH Insights

ROMA Rural Ontario Municipal Association Conference 2019 PMH Insights

Jan 27th – Jan 29th, 2018 | Sheraton Centre Toronto Hotel | Toronto

Meet PMH Insights #1 Global Strategic Planning & Execution Implementation group at the at  the ROMA | Rural Ontario Municipal Association Annual Conference 2019

Approximately 1,000 municipal officials from across the province and leading thinkers come together to discuss topics of local, provincial, national, and international importance. The goal is to invigorate public debate about how Ontario’s municipalities will respond to emergent challenges and opportunities.


 PMH INSIGHTS WILL BE EXHIBITING AT THE ROMA ANNUAL CONFERENCE 2019
PMH Insights Inc. 

Across Canada, USA & Australia, PMH Insights are unique, we are implementation specialists for performance management systems. We provide consultancy to help track monitor and report on the strategic, operational and master plans resulting in the success of a well managed and engaged workforce.   PMH insights work with Municipalities to align the strategic goals of the board to the administration business and master plans to drive efficiencies and effective decision making.  The solutions we represent automates the reporting process to easily clarify and distil organizational and financial priorities to improve outcomes, measure progress on objectives, priorities, and strategies.

PMH Insights is able to produce “whole of business” reporting capabilities which allow CAOs’ and CEOs’ complete visibility of their cities in real time. We promote aligned and transparent activity across the organization and drive performance, in a secure cloud environment.

Ask PMH Insights team to demonstrate how your challenging issues can be resolved.

For more information on ROMA Annual Conference 2019, Click Here

 

 

AMM | Association of Manitoba Municipalities | Annual Convention | 2018 | PMH Insights

AMM Association of Manitoba Municipalities Annual Convention 2018 PMH Insights

Nov 27th – Nov 28th, 2018 | RBC Convention Centre | Winnipeg, Manitoba

Meet PMH Insights #1 Global Strategic Planning & Execution Implementation group at the at the   AMM | Association of Manitoba Municipalities | Annual Convention | 2018

The AMM Annual Convention is the annual general meeting of the entire AMM membership. Held in November every year, this is our main event of the year, bringing together the largest gathering of municipal officials (Mayors, Reeves, Councillors, & Chief Administrative Officers) from all Manitoba municipalities attending.


 PMH INSIGHTS WILL BE EXHIBITING AT THE AMM ANNUAL CONVENTION NOVEMBER 2018
PMH Insights Inc. 

Across Canada, USA & Australia, PMH Insights are unique.  we are implementation specialists for performance management systems. We provide consultancy to help track monitor and report on the strategic, operational and master plans resulting in the success of a well managed and engaged workforce.   PMH insights work with Municipalities to align the strategic goals of the board to the administration business and master plans to drive efficiencies and effective decision making.  The solutions we represent automates the reporting process to easily clarify and distil organizational and financial priorities to improve outcomes, measure progress on objectives, priorities, and strategies.

PMH Insights is able to produce “whole of business” reporting capabilities which allow CAOs’ and CEOs’ complete visibility of their cities in real time. We promote aligned and transparent activity across the organization and drive performance, in a secure cloud environment.

Ask PMH Insights team to demonstrate how you’re challenging issues can be resolved. We are at booth #414

For more information on AMM Annual Conference 2018, Click Here

 

 

OMAA | Ontario Municipal Administrators Association Fall Workshop | 2018 | PMH Insights

OMAA2018-Fall-Workshop-Oct PMH Insights Strategic Planning Implementation

Oct 24th – Oct 25th, 2018 | JW Marriott | Rosseau Conference Centre | Town of Minett, Muskoka

Meet PMH Insights #1 Global Strategic Planning & Execution Implementation group at the at the OMAA | Ontario Municipal Administrators Association Fall Workshop 2018

The popular OMAA Workshops are based on timely themes, hot topics and include speakers of note offering insightful wisdom for any CAO, no matter how big or small the municipality they represent.

OMAA Workshops are geared toward the Ontario CAO and are an excellent value at which you are assured of a superior networking opportunity with you’re CAO peers.


 PMH INSIGHTS WILL BE EXHIBITING AT THE OMMA ANNUAL CONFERENCE OCTOBER 2018

PMH Insights is a specialist implementation partner for Envisio & Cascade.

We help organizations select the best technology solution to track, monitor and report on and against you’re Strategic, Master and Operational Business Plans. (Integrated Planning and Reporting Framework) Our solutions include Enterprise Performance Management and Metrics (KPI), Staff Performance Evaluations, Talent Management, Community Dashboard, Project Management, and Risk options.

PMH Insights is able to produce “whole of business” reporting capabilities which allow CAOs’ and CEOs’ complete visibility of their cities in real time.  We promote aligned and transparent activity across the organization and drive performance, in a secure cloud environment.26

Ask PMH Insights team to demonstrate how you’re challenging issues can be resolved. 

For farther information on OMAA Annual Conference 2018, Click Here

AUMA Convention & AMSC Trade Show 2018 | Municipal Leaders | PMH Insights

AUMA and AMSC Convention 2018 events Alberta Canada PMHInsights

Sep 26th – Sep 27th, 2018 | Westerner Park | Red Deer, Alberta

Meet PMH Insights #1 Global Strategic Planning & Execution Implementation group at the  AUMA Convention and AMSC Trade Show 2018   Red Deer, Alberta

Join more than 1,000 elected officials, administrators and business partners for the 2018 AUMA Convention and AMSC Trade Show.

This year’s Convention will include dialogue sessions with provincial Ministers, and breakout topics such as the opioid crisis, impact of autonomous vehicles, cybersecurity, municipal rights-of-way, what the upcoming provincial election means for municipalities, and more. Members will also have the opportunity to vote on resolutions, as well as the 2018 AUMA elections.

Looking for new business solutions for your municipality? Look no further than the AMSC Trade Show, bringing together more than 100 municipally focused partners aimed at streamlining your efficiency.


PMH INSIGHTS WILL BE EXHIBITING AT THE AUMA ANNUAL CONFERENCE  2018 | Booth #81
PMH Insights is a specialist implementation partner for Envisio & Cascade.

We help organizations select the best technology solution to track, monitor and report on and against your Strategic, Master and Operational Business Plans. (Integrated Planning and Reporting Framework) Our solutions include Enterprise Performance Management and Metrics (KPI), Staff Performance Evaluations, Talent Management, Community Dashboard, Project Management and Risk options.

PMH Insights is able to produce “whole of business” reporting capabilities which allow CAOs’ and CEOs’ complete visibility of they’re cities in real time.  We promote aligned and transparent activity across the organization and drive performance, in a secure cloud environment.

Ask  PMH Insights team to demonstrate how your challenging issues can be resolved

For more information on the AUMA Convention and AMSC Trade Show 2018, Click Here

LGASA | Local Government Association of South Australia 2018 Conference & AGM | PMH Insights

LGASA-Local-Government-Conference-event-2018-PMH-Insights strategicplanning and Implementation group

Oct 25 – Oct 26, 2018 | Adelaide Entertainment Centre | Adelaide, SA

Meet PMH Insights,#1 Global Strategic Planning & Execution Implementation provider to Local Government at the LGASA Local Government Association of South Australia Conference 2018 

LGASA Annual and Ordinary General Meetings are one of ultimate decision-making and policy setting forums for the Local Government Association.  Notably, delegates from all 68 Councils across South Australia make attendance a priority.

Key decision makers in for how $2 billion will be spent in South Australia in the coming year will be concentrated in one location. This includes mayors, Chairpersons, Council Members, Chief Executive Officers & Senior council representatives, also key State & Federal Government Ministers, Members of Parliament, media and also relevant government agency representatives.

In addition to the formal elements of the Annual General Meeting, the Conference will provide important informal networking opportunities for Local Government delegates.


PMH INSIGHTS WILL BE EXHIBITING AT LGASA CONFERENCE 2018

PMH Insights is a specialist implementation partner for  Envisio &  Cascade.

We help organizations select the best technology solution to track, monitor and report on your Strategic and Operational Business Plans (IP&R Framework)  Our solutions include Staff Appraisal / Talent Management, Community Dashboard, Project Management and Risk options.

PMH Insights assist CEOs’ & Executives to quickly attain a “line of sight” across Council.  We promote aligned and transparent activity across your organization and drive performance, in a secure cloud environment.

Ask PMH Insights team to demonstrate how your challenging issues can be resolved.

CLICK HERE For more information on the LGASA Conference & AGM 2018

 

 

LGAQ | Local Government QLD Annual Conference 2018 | Brisbane | PMH Insights

 

meet PMH Insights at LGAQ Annual Conference 2018 Brisbane event #1strategic planning & Implementation SpecialistsOct 29 – Oct 31, 2018 | Brisbane Convention and Exhibition Centre | Brisbane

Meet PMH Insights #1 Global Strategic Planning & Execution Implementation provider to Local Government |  LGAQ Annual Conference  2018  | The event for Local Government.

The LGAQ Annual Conference is a key event in the local government calendar and largest event in 2018.

Delegates who attend the conference have a unique opportunity to see how councils and the private sector are driving innovation and improving service delivery through smart and sustainable solutions.

LGAQ Conference 2018 will drive debate on issues and challenges facing local government and their communities, bringing together State and local government also external stakeholders, media and industry suppliers.

Our feature this year will be an abundance of homegrown talent and experiences led by Brisbane Lord Mayor, the Right Hon Cr Graham Quirk, extra council showcases in addition to extended break – out networking opportunities and an in-depth panel session on financial sustainability.


VISIT PMH INSIGHTS AT THE LGAQ ANNUAL CONFERENCE 2018
PMH Insights is a specialist implementation partner for,  Envisio &  Cascade. 

We help organisations select the best technology solution to track, monitor and report on your Strategic and Operational Business Plans. (IP&R Framework)

Our solutions include Staff Appraisal / Talent Management, Community Dashboard, Project Management and Risk options.  PMH Insights assist CEOs’ and Executives to quickly attain a “line of sight” across Council.  We promote aligned, transparent &  engaged activity across your organization and drive performance, in a secure cloud environment.

Ask PMH Insights team to demonstrate how your challenging issues can be resolved

For more information on LGAQ Annual Conference, Click Here

LGNSW Local Government NSW Annual Conference 2018 | Event | PMH Insights

LGNSW Local Government Event 2018 PMH Insights strategic planning & Implementation

Oct 21 – Oct 23, 2018 | Albury Entertainment Centre, Albury NSW

Meet PMH Insights | #1 Global Strategic Planning & Execution Implementation provider to Local Government | at the LGNSW Annual Conference Albury, NSW

The  LGNSW Conference is the annual policy-making event for NSW general-purpose councils and our associate members.  It is the pre-eminent event of the local government year where local councillors come together to share ideas and debate issues that shape the way we are governed.


PMH INSIGHTS WILL BE EXHIBITING AT THE LGNSW ANNUAL CONFERENCE 2018
PMH Insights is a specialist implementation partner for Envisio & Cascade. 

We help organisations select the best technology solution to track, monitor and report on your Strategic and Operational Business Plans. (IP&R Framework) Our solutions include Staff Appraisal / Talent Management, Community Dashboard, Project Management and Risk options.

PMH Insights assist CEOs’ & Executives to quickly attain a “line of sight” across Council.  We promote aligned and transparent and engaged activity across your organization and drive performance, in a secure cloud environment.

Ask PMH Insights team to demonstrate how your challenging issues can be resolved

Click Here for more information on LGNSW Annual Conference 2018

ICMA Annual Conference 2018 Baltimore | Local Government | PMH Insights

ICMA Event 2018 local government Leaders PMH Insights strategic planning & Implementation

Sep 23 – Sep 26, 2018 | Baltimore, Maryland

Meet PMH Insights #1 Global Strategic Planning & Execution Implementation Group at the ICMA Annual Conference Baltimore, Maryland | The Event for Leaders of Cities, Towns & Counties 

The International City and County Manager’s Association (ICMA) Annual Conference is the largest gathering of local government professionals in the world.

ICMA Annual Conference continues it’s tradition of offering it’s attendees opportunities to learn about tools, tips, information, and resources to help you manage you’re community in today’s complex environment – in addition, numerous opportunities for professional and personal renewal and networking with peers.

ICMA 104th Annual Conference provides daily keynote sessions, Educational and Solutions Track sessions, roundtable discussions, ICMA University workshops and forums, field demonstrations, and numerous demonstrations of technology applications, in addition at the ICMA Annual Conference you will hear about the innovative ideas and practical strategies you need to deal with the challenges facing local governments today.


PMH INSIGHTS WILL BE EXHIBITING AT THE ICMA ANNUAL CONFERENCE | BOOTH #780

PMH Insights inc.

Across Canada, USA & Australia, PMH Insights are unique. We are implementation specialists for performance management systems. We provide consultancy to help track monitor and report on the strategic, operational and master plans resulting in the success of a well managed and engaged workforce.  

PMH insights work with cities to align the strategic goals of the board to the administration business and master plans to drive efficiencies and effective decision making.  The solutions we represent automates the reporting process to easily clarify and distil organizational and financial priorities to improve outcomes, measure progress on objectives, priorities and strategies.

See a working city dashboard with actual strategic plans Economic Development, Public Safety, Budgets, Infrastructure, with Risk and Project Management.

PMH Insights is able to produce “whole of business” reporting capabilities, which will allowPMH Insights is able to produce “whole of business” reporting capabilities which allow CEOs’ complete visibility of their cities in real time. We promote aligned and transparent activity across the organization and drive performance, in a secure cloud environment.

Get first-hand knowledge of the PMH Insights global implementation methodology and demonstrate the #1 strategic planning & execution platform “Cascade” 

PMH Insights enables organizations to align business units to plan, manage and track they’re strategic goals and Operational Business Plans (IP&R Framework) a meaningful way.  Through dashboard activity and our training and coaching methodology, Cascade enables both public and private sector large/enterprise organizations to create strategic goals, action them efficiently to complete execution.

Ask the PMH Insights team to demonstrate how you’re challenging issues can be resolved using the  “Cascade” Strategic Planning & Execution Platform.

 For more information on ICMA Annual Conference 2018, Click here