how to host a diy institute on improving business engagement
DESCRIPTION
Developed as part of USDOL ETA's Expanding Business Engagement Institute, by Social Policy Research Associates.TRANSCRIPT
© 1996-2009
Key Tools for Advancing Your EBE Initiative or Supporting a Peer
Learning Event in Your State:A Web Tutorial
2013
Expanding Business Engagement InitiativeUS DOL Employment & Training Administration
© 1996-2009
13 State GranteesColoradoFloridaIndianaMaryland
New JerseyNorth CarolinaOhioOklahomaSouth Carolina
MassachusettsMinnesotaMississippiMontana
http://businessengagement.workforce3one.org/ebe-grantee-ta
© 1996-2009
Instructions for Tutorial
• Image of buttons to click/arrows to point people to them.
© 1996-2009
Team Tools
© 1996-2009
Team Activities
© 1996-2009
Preplanning Consideration
Identify the teams ✓
Lessons learned so far
Determine facilitators
Gather our tools
Plan to stay connected
✓
✓
✓✓
© 1996-2009
Tool 1 Agenda, Roles, Rules & Outcomes
4
© 1996-2009
AGENDA ROLES OUTCOMES
GROUND RULES
Expanding business Engagement Team Name:
© 1996-2009
AGENDA ROLES OUTCOMES
GROUND RULES
Expanding business Engagement Team Name:
© 1996-2009
AGENDA ROLES OUTCOMES
GROUND RULES
Expanding business Engagement Team Name:
Wednesday, June 5
1:15– 2:15Agenda reviewOutcomesDebrief AM session
3:30 – 4:30Bob Lanter SME visit
4:30 – 5:00Debrief & Set Wed. agenda
2:15 – 3:15EBE FrameworkBegin Context Mapping
3:15 – 3:30Prepare for SME session & BREAK
Find gaps
Firm up values
Develop action plan
Look for opportunities
Determine clear next
steps
© 1996-2009
AGENDA ROLES OUTCOMES
GROUND RULES
Expanding business Engagement Team Name:
Wednesday, June 5
1:15– 2:15Agenda reviewOutcomesDebrief AM session
3:30 – 4:30Bob Lanter SME visit
4:30 – 5:00Debrief & Set Wed. agenda
2:15 – 3:15EBE FrameworkBegin Context Mapping
3:15 – 3:30Prepare for SME session & BREAK
Find gaps
Firm up values
Develop action plan
Look for opportunities
Determine clear next
steps
• Facilitator: Facilitates process and supports team to identify goals; keeps time.
• Team members: Engages as active participants, creative connectors and visionaries
• Everyone participates• Step up – Step back
© 1996-2009
AGENDA ROLES OUTCOMES
GROUND RULES
Expanding business Engagement Team Name:
Wednesday, June 5
1:15– 2:15Agenda reviewOutcomesDebrief AM session
3:30 – 4:30Bob Lanter SME visit
4:30 – 5:00Debrief & Set Wed. agenda
2:15 – 3:15EBE FrameworkBegin Context Mapping
3:15 – 3:30Prepare for SME session & BREAK
Find gaps
Firm up values
Develop action plan
Look for opportunities
Determine clear next
steps
• Facilitator: Facilitates process and supports team to identify goals; keeps time.
• Team members: Engages as active participants, creative connectors and visionaries
• Everyone participates• Step up – Step back
© 1996-2009
Tool 2 The Expanding Business Engagement
Process Framework
9
© 1996-2009
© 1996-2009
© 1996-2009
Identify our primary value to target industries/
employers (Survey)
Identify our primary value to target industries/
employers (Survey)
Engage target employers in
veterans hiring campaign
Engage target employers in
veterans hiring campaign
Experiment with alternative
performance measures
Experiment with alternative
performance measures
Determine role of self employment in local
economy
Determine role of self employment in local
economy
Pilot CRM systemPilot CRM system
© 1996-2009
Tool 3Landing Pad
13
© 1996-2009
HIGHLIGHTS QUESTIONS
PEOPLE RESOURCES
Team Name: Landing Pad
FOLLOW-UP
Can tracking of employer
engagement be more effective?
Can tracking of employer
engagement be more effective?
Are we measuring the value we are
creating?
Are we measuring the value we are
creating?
Joe Jones (Subject Matter Expert on
Collaboration)
Joe Jones (Subject Matter Expert on
Collaboration)
Melanie Arthur (good on BSR development)
Melanie Arthur (good on BSR development)
2 teams are using new tracking
process, we need to learn about these
2 teams are using new tracking
process, we need to learn about these
3 teams have dashboards
1. Ohio2. Colorado3. Maryland
3 teams have dashboards
1. Ohio2. Colorado3. Maryland
© 1996-2009
HIGHLIGHTS QUESTIONS
PEOPLE RESOURCES
Team Name: Landing Pad
FOLLOW-UP
Can tracking of employer
engagement be more effective?
Can tracking of employer
engagement be more effective?
Are we measuring the value we are
creating?
Are we measuring the value we are
creating?
Joe Jones (Subject Matter Expert on
Collaboration)
Joe Jones (Subject Matter Expert on
Collaboration)
Melanie Arthur (good on BSR development)
Melanie Arthur (good on BSR development)
2 teams are using new tracking
process, we need to learn about these
2 teams are using new tracking
process, we need to learn about these
3 teams have dashboards
1. Ohio2. Colorado3. Maryland
3 teams have dashboards
1. Ohio2. Colorado3. Maryland
New ideas about measures for small business
New ideas about measures for small business
We can partner with business on things
other than services, like college access
We can partner with business on things
other than services, like college access
© 1996-2009
Joe Jones (Subject Matter Expert on
Collaboration)
Joe Jones (Subject Matter Expert on
Collaboration)
New ideas about measures for small business
New ideas about measures for small business
Set up time to meet with Joe
(Ahmad)
Set up time to meet with Joe
(Ahmad)
Can tracking of employer
engagement be more effective?
Can tracking of employer
engagement be more effective?
Melanie Arthur (good on BSR development)
Melanie Arthur (good on BSR development)
Get dashboards from other teams
(Kristin)
Get dashboards from other teams
(Kristin)
Are we measuring the value we are
creating?
Are we measuring the value we are
creating?
We can partner with business on things
other than services, like college access
We can partner with business on things
other than services, like college access
2 teams are using new tracking
process, we need to learn about these
2 teams are using new tracking
process, we need to learn about these
Meet with Colorado
(Sam)
Meet with Colorado
(Sam)
3 teams have dashboards
1. Ohio2. Colorado3. Maryland
3 teams have dashboards
1. Ohio2. Colorado3. Maryland
HIGHLIGHTS QUESTIONS
PEOPLE RESOURCES
FOLLOW-UP
Team Name:Landing Pad
© 1996-2009
Tool 4Bright & Innovative Ideas
18
© 1996-2009
Team:
Bright & Innovative Ideas
Team Name:
© 1996-2009
Team:Timbuktu
BRIGHT IDEA
Gather Real- Time LMI
Diversify partner base
Develop plan to nurture business
relationships
Bright & Innovative Ideas
Monthly lunch
events
Monthly lunch
events
Engage small businesses
Engage small businesses
Industry Associations
Industry Associations
Employer surveys
Employer surveysShare
tasks with
partners
Share tasks with
partners
Co-sponsor events
Co-sponsor events
Investigate social
enterprises in our community
Investigate social
enterprises in our community
Communication firms
Communication firms
Divide and conquer on
chamber and industry meetings
Divide and conquer on
chamber and industry meetings
CollegesColleges
Pilot new ideas
before scaling
Pilot new ideas
before scaling Information
tracking at every point of
contact
Information tracking at
every point of contact
Develop Comprehensive
business engagement plan
Team Name:
© 1996-2009
Tool 5Goals and Strategies
20
© 1996-2009
Potential Risks?Assets
REVISED GOALS/STRATEGIES
Expected OutcomesWhy this change?
New Strategy:
Revised Goal:
Potential Risks?Assets
GOALS & STRATEGIES
Expected OutcomesWhy this change?
Strategy:
Original Goal:
Team Name:
Revised Goal:
© 1996-2009
Potential Risks?Assets
GOALS & STRATEGIES
Expected OutcomesWhy this change?
Strategy:
Original Goal:
Too little diversity amongst
employers we work with
Too little diversity amongst
employers we work with
Small employers have needs we
can address
Small employers have needs we
can address
Most employers are small, but most that we know are large
Most employers are small, but most that we know are large New relationships
with key small business
New relationships with key small
business
Joe knows the president of Small
Business Association
Joe knows the president of Small
Business Association
Recruit small business
members to advisory board
Recruit small business
members to advisory board
We move too slowly
We move too slowlyWe know the
governors small business staff
We know the governors small
business staff
We have meeting space they don’t
have
We have meeting space they don’t
have
Strategies are suited to small
business (most of our employers)
Strategies are suited to small
business (most of our employers)
We don’t have services they will
use
We don’t have services they will
use
Small business won’t have time
or won’t understand work
Small business won’t have time
or won’t understand work
Build employer networks: engage small businesses
to set direction
Build employer networks: engage small businesses
to set directionBetter advice
from business partners
Better advice from
business partners
Join small business
membership organization
Join small business
membership organization
Team Name:
Revised Goal (if needed):
Develop services for small business Develop services
for small business
© 1996-2009
Tool 6Action Planning
26
© 1996-2009
ACTION PLANNING TOOL
© 1996-2009
ACTION PLANNING TOOL
Team: (Ahmad)
1. Pilot new business engagement approach
1. Design approach 2. Identify employers to participate3. Launch pilot4. Assess value created
Team: (Ahmad, Kristin, Sam)
1. A new and tested strategy2. Improved relationships among cross agency team and business3. New Intelligence
1. May 12. May 153. May 304. Dec 20
X
2. Join a small business membership organization
1, Assess cost relative to value2. Identify right stakeholders to join3. Develop an information sharing process with other EBE partners
1. Improved small business relationships2. Better intelligence about small business needs and trends3. Improved understanding of our work by small businesses
Join by June 30th
Building Employer networks
From Goals and Strategies ToolFrom Goals and Strategies Tool
From Bright Ideas Tool
From Bright Ideas Tool
X
© 1996-2009
Tool 7Reporting Out
30
© 1996-2009
CLOSING SESSION REPORT OUT TOOL Team:
© 1996-2009
CLOSING SESSION REPORT OUT TOOL Team: Timbuktu
The importance of learning how to pilot and scale
effectively
We can learn a lot from our peers
More cross team collaboration in learning how to pilot and scale
effectively
© 1996-2009
Give yourself a hand
© 1996-2009
Contact Information
A Technical Assistance Effort on behalf of the Employment and Training Administration
Megan LizikWorkforce Analyst at U.S. Department of Labor
Employment and Training [email protected]
Jonathan PayneWorkforce Analyst at U.S. Department of Labor
Employment and Training [email protected]
Ahmad MansurEBE Project Manager
Find this and many more grantee resources on our website at http://businessengagement.workforce3one.org/ebe-grantee-ta
We encourage you to experiment and amend the tools to meet your team’s particular needs and would love to hear how you use them. Let us know:
In the EBE LinkedIn Group linkedin.com/groups?gid=3932420