Developing an MD 715 Business Plan
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1 Equal Employment Opportunity Commission EXCEL Conference 2009 Developing an MD 715 Business Plan Presented by: Blaine Markuson Manager, Army Reserve Equal Employment Opportunity 1
2 Introduction Back to the Basics EEOC s Six Essential Elements Crafting Tasks and Creating an EEO Strategic Initiatives Program Developing Action Plans Achieving and Marketing Your Results 2
3 Back to the Basics Keep it simple Focus on results Be creative Use the talent of your team and colleagues Tracking, tracking, tracking 3
4 What Does EEO Do? Examples: Complaints Processing Alternative Dispute Resolution Special Emphasis Programs Disabled Veterans Affirmative Action Plan Hispanic 9-Point Plan Minority College Relations Program 4
5 Group Exercise! ASSIGNMENT Break into 4 groups and brainstorm on the major functions of an EEO Program (10 Minutes) 5
6 Creating Tasks Less Like Programs Alternative Dispute Resolution (ADR) Disability Special Emphasis Programs (SEP) Complaints Processing More Like Specific Tasks ADR Policy Letter Disability Brochure SEP Demographic Summaries Reasonable Accommodation Training Course A task is a specific, achievable assignment that results in a tangible work product. It usually has 4-12 steps. 6
7 ASSIGNMENT Group Exercise! Break into 4 groups and come up with at least 12 tasks (15 Minutes) 7
8 Creating Tasks Less Like Programs Alternative Dispute Resolution (ADR) Disability Special Emphasis Programs (SEP) Complaints Processing More Like Specific Tasks ADR Policy Letter Disability Brochure SEP Demographic Summaries Reasonable Accommodation Training Course A task is a specific, achievable assignment that results in a tangible work product. It usually has 4-12 steps. 8
9 Six Essential Elements Demonstrated commitment from agency leadership Integration of EEO into the agency s strategic mission Management and program accountability Proactive prevention of unlawful discrimination Efficiency by improving business practices and procedures Responsiveness and legal compliance 9
10 Building Your Business Plan Tasks Task: Update EEO Policy Statements Task: New Employee Orientation Training Task: Demographic Updates Task: No FEAR Distance Learning Course Task: Data Document Collection Task: Compliance Six Essential Elements Commitment Integration Accountability Proactive Prevention Efficiency Responsiveness 10
11 Group Exercise! ASSIGNMENT Break into groups and apply CIAPER to your tasks (5 Minutes) Demonstrated commitment from agency leadership Integration of EEO into the agency s strategic mission Management and program accountability Proactive prevention of unlawful discrimination Efficiency by improving business practices and procedures Responsiveness and legal compliance 11
12 MD 715 STRATEGIC INITIATIVES Commitment Integration Accountability Task C1: Task C2: Task C3: Task C4: Task I1: Task I2: Task I3: Task I4: Task A1: Task A2: Task A3: Task A4: Proactive Prevention Efficiency Responsiveness Task P1: Task P2: Task P3: Task P4: Task E1: Task E2: Task E3: Task E4: Task R1: Task R2: Task R3: Task R4: 12
13 MD 715 STRATEGIC INITIATIVES Commitment Integration Accountability Task C1: Update EEO policy statements Task C2: EEO Training & Education Policy Task C3: EEO Command policy dist Task C4: Website development & outreach Task C5: New AR ADR Command policy Task C6: EEO and National Security Task C7: New AR Reasonable Accom policy Task I1: Conduct staff assist. visits Task I2: New Employee Orientation Training Task I3: Senior Leader Training Task I4: EEO/CPAC/Legal Partnership Task I5: Disabled veterans initiative Task I6: Supervisory welcome letters Task I7: EEO/EO Partnership Task I8: Disability employment outreach Task I9: Diversity Initiative Task I10: EEO Award/Recognition Program Task A1: AR SEP-Command demo sums Task A2: Training review and update Task A3: Command analysis findings Task A4: Exceed performance standards for internal bus proc (Lean Six Sigma) Task A5: Complete hist/trend analysis Proactive Prevention Efficiency Responsiveness Task P1: Professional development tracking & analysis (ATTRS) Task P2: McCoy Specialist Task P3: Intro to EEO DL Task P4: ADR DL Task P5: ADR Program Task P6: POSH DL Task P7: No FEAR DL Task P8: Dix Specialist Task P9: Minority college relations program Task P10: AR reasonable accom procedures Task P11: Disability training course DL Task E1: IRD priority processing Task E2: Case File Check List Task E3: Electronic documents Task E4: Complete MD 715 Task E5: Data Document Collection Task E6: Complaint Accuracy & Analysis Task E7: Specialist reference sheets Task E8: Counselor program/outreach Task E9: AKO knowledge centers Task E10: ADR Neutral Evaluation Program Task R1: Improve Complaints Processing Task R2: Table of Penalties Task R3: Compliance Task R4: Barrier Identification/Analysis Task R5: Reprisal Prevention Program Task R6: EEO Readiness Portfolios Task R7: Support Commanders EEO programs Task R8: Paperless Processing Task R9: Exceed performance standards for external orgs (Lean Six Sigma) Legend Green = Strategic Initiative Tasks 2008 Black = Future Strategic Initiative Tasks 13
14 Creating Action Plans Constructs in Paradigm EEO Program Examples Army Reserve EEO Essential Element Commitment Tasks Website Development Action Plans Step-by-Step Plan 14
15 Action Plans An action plan is a projection of the step- by-step work assignments that need to be accomplished to complete a task It serves as the roadmap for achieving a specific task It may need to be modified or adjusted based on changing mission requirements or unforeseen circumstances 15
16 Sample Action Plan Show who is responsible Show current progress Show step-by by-step accomplishments Show current status and future projections Show notes 16
17 Group Exercise! ASSIGNMENT Break into groups and create a sample EEO Action Plan (5-10 minutes) 17
18 Marketing and Tracking Submit action plans with MD 715 Present business plan to senior leaders Use to document performance and accomplishments for rating period Useful for manpower studies Ensures trackable results 18
19 Conclusion Back to the Basics EEOC s Six Essential Elements Crafting Tasks and Creating an EEO Strategic Initiatives Program Developing Action Plans Achieving and Marketing Your Results 19
20 Contact Information Army Reserve EEO 2187 South J Street Fort McCoy, WI Telephone: usar-eeo@usar.army.mil 20
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