Human Performance & the Role of Human Resources

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DEFENSE LOGISTICS AGENCY AMERICA S COMBAT LOGISTICS SUPPORT AGENCY Human Performance & the Role of Human Resources Ms. Cheryl Steptoe-Simon July 20, 2016

Human Performance Functions Human Performance Components ADKAR Model and System Lifecycle Phases Roles and Responsibilities Way Ahead Agenda 2

Why Human Performance HP Human performance integrates activities that support: Introduction of new processes Fielding of new applications/systems Training for new jobs and job roles 3 3

Human Performance Key Functions: Enable DLA organizations to be ready for change Convey common goals and vision to entire organization Identify impacts to all audience groups and stakeholders Translate new system functionality into job/system changes Educate and train employees in new processes and systems Prepare end users for new jobs Requires coordination with Process Owners, Field Activities, and functional experts Human Performance includes three key areas of work: Organizational Alignment (OA) aligning people with process and technologies Change Management (CM) enabling user readiness through communications and sponsorship Training preparing end users for the new processes and technologies 4 4 4

Components of Human Performance Aligns organizations, jobs and people with redesigned business processes Prepares end users for new jobs Provides touch point between process and technology Org Structure Job Design System Access Development and delivery of training materials to equip end users to perform their jobs in the system Training Curriculum Training Delivery Performance Support The Development and distribution of key communication messages used for managing, and monitoring transition within an organization Building knowledge, accountability and sustainability within the Sponsorship Network and the end user community Communications Change Readiness Sponsorship Network 5

Commitment Deliver the right solution on time, every time ADKAR MODEL As with any major program impacting the workforce, DLA has a process to help activities deal with change to impacted personnel Sustain Performance Prepare for New Work REINFORCEMENT ABILITY Clarify the Details KNOWLEDGE Build the Foundation Create the Approach AWARENESS DESIRE Go-Live Time Using the ADKAR model, Human Performance activities guide people and activities throughout the phases of change. 6

Tasks Outcomes Deliver the right solution on time, every time Activities by Systems Lifecycle Phase Human Performance activities typically encompass Organization Alignment, Knowledge Transfer & Training, and Change Management. The scope of work varies by transformation project. Plan & Analyze Design Build Test Deploy & Deliver Analyze Organization Impact Analyze Training Needs Define Communication and Engagement Needs Design roles, jobs and teams Design training & performance support Plan communications and readiness Develop org. transition materials Develop training materials Develop Communication and readiness materials Align Staff to New Organization Test Training and Access Launch Train-the-Trainer Launch End User Training Deliver communications Evaluate training effectiveness Update future requirements as needed Launch communications Organization Impact Assessment Training & Performance Support Strategy Communication and Engagement Strategy Role, Job, Team Descriptions Training Plan Sponsorship and Communication Plan Organization Transition Materials User System Access Definitions Training & Performance Support Materials Communication and Sponsorship Materials Train-the-Trainer User Feedback Completed User Access System Test Sponsorship and Communication Evaluation Training Evaluation Completed Personnel Actions Sponsorship and Communication Effectiveness In support of various CPI projects, Audit Readiness/Sustainment and transformation activities J-17 (DLA Human Capital Business Integration) delivers comprehensive human performance support to a variety customers. Human Performance components includes: Change Readiness & communication (awareness, understanding, buy-in, commitment) Instructor-led & Web-based Training and Performance Support Materials Organization Alignment and Change Discussion Activities 7 7

Business Process Support Structure Includes many transformational programs with timeframes requiring synchronization Establishes an enterprise approach and organizing structure within impacted organizations Business Process Support (BPS) Training delivery Job Transition Sponsorship and Communications delivery Managing structure is the best focal point for integration at the location where capability is deployed Enables leadership commitment to change programs Supports process, technology and people readiness activities in advance of go-live Provides structure for ongoing support and coaching, post go-live 8

Human Performance Team Touch Points Impacted Users Project Teams Testing / Deployment Teams Related DLA Initiatives End Users Customers Suppliers Human Resources, (DLA Training, Operations and Policy) Tech Mgt / Sustainment Human Performance Team Logistics Operations, & DLA Acquisition Participate in decisions and reviews Provide Subject Matter Expertise Deliver communications Manage change network Identifying impacted audiences Coordinate and execute site transition activities Solution Delivery Teams Field Activities Commands DLA Information Technology DLA Strategic Plans and Policy DLA Leadership 9

Human Performance Team Touch Points Human Resources Organization as Human Performance Integrator Provide Subject Matter Expertise on staffing, classification and labor relations Provide guidance on HR strategies, policies and procedures to inform approaches Participate in design and development of change network offering Enterprise Change Management guidance Provide guidance on Change Management materials, including surveys and focus groups (as needed) Participate in design and development of jobs including setting position sensitivity, ADP/IT level, creation and classification of PD, creation of PS and other support materials 10

Human Performance Team Touch Points Process realignments and reassignments including qualification/security checks Participate in development of Organization Design materials, including OA Proposals (as required) Incorporate organization alignment concepts in training materials Provide current training curriculum and course materials Maintain training curriculum and course materials Participate in defining training strategy, policies and procedures to communicate approach Participate in design and development of training materials Review and approval of training materials 11

Human Performance (Overall) Role Human Performance Leads Responsibilities Work with project leads to ensure Human Performance work is adequately scoped and staffed based on the impact of the functional and/or system changes Work with the Human Performance project leads to ensure sub-teams have appropriate representation and involvement from the Process Areas, field activities, and human resource organizations Work with the Program Office to de-conflict project schedules and resource overlaps/ gaps Ensure Human Performance project deliverables and work products adhere to standard approaches for Org Alignment, Change Management and Training Monitor compliance of Human Performance approaches with documentation in DLA OneBook and with other Human Resources guidance and procedures Ensure Human Performance project teams coordinate development and review of project HP deliverables and work products with the appropriate stakeholders: Functional Teams, DLA Training, Operations, Policy Public Affairs Office, Process Management, Sustainment, Security, DISA, and field activities As necessary, coordinate actions across project teams to ensure the appropriate level of integration re: new/revised jobs and access profiles, training development, and change management activities. Actively engage with DLA stakeholders to ensure sponsorship and buy-in for the changes Participate in Project milestone reviews and work towards resolution of HP issues impacting Go/ No-Go decisions Prepare and deliver briefings to DLA Senior Executives re: Human Performance status and issues Prepare and deliver briefings to Union Representatives for awareness and concurrence 12

Organization Alignment Role Organizational Alignment Lead Process Owner(s) Project Organization Alignment Team Responsibilities Provide guidance and oversight for job design and system access requirements. Ensure adequate coordination and involvement with other Human Performance teams, functional teams, operations, policy, and field activities Ensure adherence to standard approach Review and Signoff on Position Descriptions, Performance Plans, Position Sensitivity Reports and System Access Profiles. Understand as-is jobs and how they will be impacted by the project Develop job design documentation (mapping of roles to process activities, Role Profiles, Job Profiles, Job Summaries) Develop job build documentation (Position Descriptions, Performance Plans) Develop job transition documentation (Job Info Sessions, Supervisor Workshops, employee Change Discussions and User Orientation) Coordinate review of OA documentation with SMEs, DHRS, and Process Owners / Designees Provide necessary information to labor and employee relations to facilitate Union coordination around changes to Position Descriptions and Performance Plans Identify transaction to role mapping, design new/revised system access profiles, and work with Process Owners to confirm IT levels. Coordinate with the functional and test teams and Sustainment Security team to document defects and test new/revised system access profiles 13

Change Management Team Role Change Management Lead Project Core CM Team Project CM Site Leads/POCs Responsibilities Provide guidance and oversight of all communications and sponsorship activities Ensure adequate coordination and involvement with other Human Performance teams, field activities, and other DLA communications groups Ensure adherence to standard approach Maintain project portion of the Enterprise Communications and Sponsorship Plan Develop content for communication messages, sponsorship materials, and workforce readiness surveys and focus groups Facilitate distribution of communications Work with sites to organize local change management events and monitor outcomes Develop and track communications to the field and conduct roadshows at supply centers and field activities Adapt content for roadshows and other sponsorship events Organize and host sponsorship activities at respective locations Cascade project communications to end users at their locations 14

Training Role Training Lead Process Owner Training Approvers Environment Management Training Liaisons Project Training Team Project Functional & Test Teams Responsibilities Provide guidance and oversight for training development and end user deployment Ensure adequate coordination and involvement with other Human Performance teams, functional teams, DLA Training, and field activities Ensure adherence to standard approach Provide functional guidance and conduct reviews of course material. (If applicable) Coordinate timelines to ensure training environment is delivered and configured based on end user deployment approach. Schedule classrooms and training participants (via LMS) Monitor training completions; escalate attendance issues to local management and project teams Review course evaluations and respond to feedback as necessary Gain knowledge and understanding of processes, functional designs, and new jobs Develop training materials (course outlines, storyboards, Instructor & Participant Guides, Participant Workbooks) Coordinate review of course content with SMEs and Process Owner Training Approvers Complete transaction captures in Captivate (If applicable) Design exercises for Training Environment, identify transaction and data requirements, and coordinate with functional team and Tech Management to build training data Provide functional and application input and review of course material as needed. 15

Role & Responsibilities Focal point for Human Performance activities for the respective organization/location: Participate in design of Human Performance approaches and resolution of Human Performance issues and risks Tailor Human Performance approaches to site needs Execute Human Performance and other Transition activities, including: Identification of impacted audience; working with supervisors to understand impacts on each audience group Training delivery (to include scheduling and follow-up) Dissemination of program level communications to command and impacted audiences Work with Site Leads to plan and execute Human Performance activities at the site; engage them on key decisions, actions, and issues; help prepare briefings up to command Participate in continuous improvement initiatives 16

Role & Responsibilities Site Leads - Focal point for program activities for the respective organization/location: Participate in project design decisions Provide resources to support project activities, e.g. design reviews, User Acceptance Testing, etc. Communicate approaches, actions, issues, and decisions to command and impacted audiences Support communication and sponsorship activities Coordinate and support cutover/conversion and transition activities at the site Coordinate with HP Site Lead to execute Human Performance related activities at the site Coordinate on and resolve cross-site issues Participate in continuous improvement initiatives 17

Role & Responsibilities, Cont. Field Activity Commands & Site Teams Engage command and executive level as required, including communication of approaches and decisions Provide Subject Matter Expertise on impacted organizations, approaches and content Identifying change network: sponsors, supervisors, and change agents Identifying impacted audiences, map to access and training Coordinate and participate in site review of approaches, designs and work products/deliverables Coordinate and execute site transition activities (communications and training) Enforce training guidelines 18

Questions 19