viaPeople Insight - Performance Management & Succession Planning Blog

Replacement Planning or Succession Planning? The Perfect Combination

Dec 9, 2013 12:00:00 PM / by Karen Caruso, Ph.D. posted in Succession Planning, Talent Management

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Succession planning and replacement planning are both strategies that are incredibly important to the lifeline of any organization. However, these two processes are often confused, even by senior organizational leaders. Despite the focus that boards and C-level leaders have placed on organizational talent strategy, I often encounter organizations that still equate succession planning with creating a list of replacements. I refer to this approach as the "names in boxes" method of succession planning. What distinguishes the two is basically the difference between executing short-term and long-term strategies. Do organizations need to employ one or the other, or are both strategies necessary to be successful? I would argue that the two talent strategies must work together.

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Virtual Performance Management: Lessons from Yahoo's Telecommuting Ban

Feb 28, 2013 12:25:00 PM / by Amanda Seidler posted in Performance Management, Performance Evaluation, Talent Management, Workforce Analytics


The cyber revolt against Marissa Mayer’s telecommuting ban has been fast and furious. “Aren’t flexible working relationships, flip flops and free lunch the mainstay perks of tech companies?!” netizens shouted. While Yahoo bucking the work from home trend has largely been voted a fail across the web – even Richard Branson weighed in on his blog – this action brings to the forefront some absolutely huge employee performance management issues that must be addressed by leaders managing a virtual workforce.

Management Gone Too Far?

Although many branded the move as retro (not in a good way), Mayer likely believed that this decision was essential for moving Yahoo’s culture forward and is being employed as only one
of many reinvention strategies. While we are certainly not privy to all of the internal justifications, a Yahoo source informed All Things D (the original recipient of the leaked HR memo) that in certain cases the arrangements were allowing for lackluster performance and a focus on side projects at the expense of real work. Further, the official HR note blames working from home for sub par “speed and quality”, while insisting that physical presence in the office will enhance “communication and collaboration”, and “decisions and insights”.

These are certainly very realistic performance expectations for any organization. The problem is that this is a bandage solution and is unlikely to address the root of what is likely a leadership issue.  I have some questions:

  • Has Yahoo HR conducted research (as the Google People Analytics team does with PiLab) showing that telecommuting is a driver of the factors mentioned in the HR communication?
  • Is there evidence that office staff are more productive than telecommuters?
  • Have they drilled down into the data for specific business units, departments or managers where the issues are occurring to reinforce key leadership and managerial competencies that drive high performance and engagement?
  • Have senior managers been held accountable for their virtual team’s execution of strategic objectives linked to the Yahoo reinvention? 
Likely not - otherwise HR surely would have backed up these claims in their memo.

My colleagues and I have worked with many management teams with challenging cultural issues, and in the midst of large scale organizational change efforts. Establishing and communicating specific standards of performance and holding managers and teams accountable can effectively change the direction of an organization -- sometimes overnight. It is our recommendation that Yahoo employees be evaluated on a comprehensive set of competency-based behavioral standards including, for example,

  • displaying a sense of urgency in accomplishing tasks;
  • maintaining regular and open lines of communication;
  • making effective team-based decisions; and
  • providing insights that challenge the status quo and push the organization forward.

As highlighted in a recent Harvard Business Review blog post by Keith Ferrazzi, we must avoid managing by observation – the early in, last to leave employee may not necessarily be the most productive or even a high performer . Instead, HR needs to provide senior leadership with tools for measuring both the “what” and “how” of performance. When these metrics are utilized the “where” factor is not important – after all, one virtual employee may sacrifice quality to avoid missing yoga, while another is scheduling conference calls with Australia at 10 p.m. to close deals. The most effective way to measure performance is always about both goal accomplishment and the behavioral competencies one utilizes in their work. Both are readily measured when done correctly, even during “virtual observation”.

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Performance Evaluation Season is Officially Closed!

Feb 19, 2013 11:03:00 AM / by Amanda Seidler posted in Performance Management, Performance Evaluation, Talent Management

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Performance Feedback Fatigue?

If all of those ratings, comment reviews, and one-on-one meetings have left you with a bad case of feedback fatigue, you needn’t worry – it is about time to put it all to rest. Before you call it a wrap though, use this time to conduct a post-mortem audit that will help identify what worked best – and what must be changed going forward.

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Potential the Talent Review Process

Aug 5, 2012 10:53:00 AM / by Karen N. Caruso, Ph.D. posted in Succession Planning, Talent Management, 9 Box


The Talent Review process critical component of Succession Planning and Talent Management. Talent Review provides an opportunity for a leadership team to get together and discuss the performance and potential of the talent pool.  Organizations frequently use a variation of the 9 box grid as a tool to facilitate discussion and make talent decisions. The 9 box is a simple, yet powerful, tool to facilitate Talent Review discussions.  

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Limited Potential Does Not Limit Options - Use the 9 Box to Develop Talent in Succession Planning

Jul 24, 2012 12:28:00 PM / by Karen Caruso, Ph.D. posted in Succession Planning, Talent Management, High Potentials, 9 Box


Use the 9 Box to Develop Talent in Succession Planning, Part 3:  Development Actions for Those with Low Potential

In the final installment of Use the 9 Box to Develop Talent I address the specific needs of individuals who demonstrate low potential.

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Development at the Top - Use the 9 Box to Develop Talent in Succession Planning

Apr 12, 2012 11:58:00 AM / by Karen Caruso, Ph.D. posted in Succession Planning, Talent Management, High Potentials, 9 Box


Use the 9 Box to Develop Talent in Succession Planning, Part 1:  Development at the Top 

My colleagues and I have written about the usefulness of the 9 box grid in the succession planning process.  The structure and visual appeal of the 3 x 3 grid can help leaders evaluate talent in the Talent Assessment process, as well as guide Talent Review discussions. The usefulness of the 9 box grid extends beyond these first two phases of the succession planning process, providing guidance and direction to Talent Planning and on-going Talent Development.

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Succession Planning in the Mad Men Cloud

Mar 21, 2012 7:20:00 AM / by Amanda Seidler posted in HR Software, Succession Planning, Talent Management


The 1960's called; they want their Succession Planning binder back. When you think of bringing together all of the succession planning data collected on talent review forms does it make you want to fall from a building on Madison Avenue like Don Draper? Surely, Don would have looked quite favorably on a talent management system that gave him solid ground to promote Pete to Partner, and that would provide an eager Peggy with a specific career road map. Unfortunately, the vintage talent development process mostly consisted of discussions over cigarettes and martinis at the Old Boys' Club. If succession data even existed in hard copy, it certainly was not made readily accessible to leadership in the rigorous, networked, and easily digestible format it is today.

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Clouding Talent Assessment in the Succession Planning Process

Mar 13, 2012 12:17:00 PM / by Amanda Seidler posted in HR Software, Succession Planning, Talent Management


Ban the Binder Series Part 2:

Clouding the Talent Assessment in Succession Planning

The moment you ditch the binder, you begin helping your organization to realize all of the potential and benefits of a well-built succession planning process. From cultivating talent through mentor driven development programs, to challenging high-potentials with stretch assignments so that they may assume more risk and reap more rewards, to securing resources to build new training models that maximize leadership growth – the perks of a well-planned succession planning process will make you wonder why it has (quite literally) been shelved for so long.

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Low Performers Fuel a Dangerous Downward Spiral - Performance Management

Feb 9, 2012 10:02:00 AM / by Karen N. Caruso, Ph.D. posted in Performance Management, Talent Management


In order to come out a winner in the global talent crisis, companies must attract high performers with the skills necessary to lead the organization into the future, as well as retain high performers. Failure to take action on low performance, taking the necessary steps to bring about improved performance or move low performers on to better fitting positions or out of the organization, will greatly reduce a company’s ability to win.

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Talent Management Strategies to Combat the Global Talent Crisis

Feb 3, 2012 9:35:00 AM / by Amanda Seidler posted in Development Planning, Performance Management, Talent Management


Goals for 2012 are set and everyone is moving forward in the same direction (*fingers crossed*). So, let us now shift our focus to the development planning aspects of 

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