2015 Thought Leader Webinar Series Presents

Managing Talent Risk through Knowledge Transfer:

Methodical, Measurable, and Clear

Presented by Steve Trautman of Steve Trautman Co.

Start Time: 2:00 p.m. Eastern (11:00 a.m. Pacific)Duration: 60 minutes

For today’s session the audio will be VOIP – through your computer’s speakers. No phone # to call.

Managing Talent Risk Through Knowledge TransferMETHODICAL, MEASURABLE, AND CLEAR

Generation. Gap.

Are They (Really) Ready for Work?

Clear Roles After a Big Change?

Allocating Headcount

Who Says You Can’t Manage Talent Risk With FACTS & DATA?

You Already Manage Risk.

Cash FlowWITH CASH RESERVES OR CREDIT

Legal CONTRACTS INSURANCE

OperationsCAPACITY PLANNING

Supply Chain ALTERNATE/MULTIPLE SUPPLIERS

Talent Risk ManagementDo you Have the Right PeopleIn the Right Places to ExecuteYour Business Strategy1-3 Years From Now?

Does YourData Tell YouEnough?Demographics, Job Title,Reporting Structure,Performance Reviews

What Specific Skills DoesShe Have?(tools, applications, system processes)

What Does She Actually Do For The Business?(Unique technical role, Individual skills, cost of losing her)

Do We Have a BackupFor Her?

(What is the “cost of a mistake” made by someone who is not her?)

Poll Question

What info does your data provide? (check all that apply)

• Demographics, Job Title, Reporting Structure, Performance Reviews

• General Skills: Tools, Applications, System Processes

• Business Value: Unique technical role, Individual skills, cost of losing her

• Backup or succession plans for technical staff

• Clear assessment of technical talent risk

Pick Knowledge Silos

Pick Knowledge Silos

Add Team

Identify Expert Mentors

Identify Independent Workers

Identify Learners (Apprentices)

Analyze Risk

Identify Risk

Prioritize 1-5, 1 = High

KnowledgeTransfer

KnowledgeTransferIs methodically replicating theexpertise, wisdom and tacitKnowledge of critical, “chosen”Professionals in the heads andHands of their co workers.

Can it Be Done?

KSMx

DIVISIONS

Are We Asking the Right First Questions?

OLD QUESTION: NEW QUESTION:

Can I have more headcount?

Can we look at my team’s risk profile and see if you’re ok with it?

OLD QUESTION: NEW QUESTION:

Do you have enough Level 4 developers?

What silos are covered with our current experts and where do we have potential gaps or bottlenecks?

OLD QUESTION: NEW QUESTION:

What is the average age or tenure in the dept?

What critical and unique expertise is held in the heads of our most experienced employees?

Data That Lets You See The Big Picture…

And zoom in as needed...

To the Right Level of Detail.

Don’t Settle.

Continuing the ConversationStevetrautman.com/resources

Stevetrautman.com/blogs/knowledge-

transfer