Workforce Planning Workgroup Charter

Workforce Planning Workgroup Charter Business Case

Scope

Effective workforce planning will facilitate the transition to a new organization and minimize disruption and risk to the campus community. Identifying roles for staff in the Shared Services Organization will help to define functional career paths for existing staff and enable units to prioritize and restructure programmatic work at the unit level. New competency frameworks will inform the Campus Shared Services Implementation team’s Learning and Development Plan, support leadership development, and contribute to organizational effectiveness.

In Scope: • Develop guiding principles related to staff transition • Perform comprehensive risk assessment • Analyze Detailed Workforce Assessment, sharable work and current-state staffing ratios • Evaluate Higher Ed benchmarks • Develop roles and job descriptions for shared services organization • Develop competency framework and identify training needs • Develop transition plan (sweep versus post & hire or hybrid) • Communications Strategy Out of Scope/Dependencies: Activity detail survey (CSSI Team); process mapping, Learning and Development Plan (Org Effectiveness WG); staff acquisition.

Problem Statement

Workgroup Members

Implementing Shared Services on the Berkeley campus represents a significant organizational change which will impact a large portion of the staff population. We do not currently have a plan for staff transition and have not performed a detailed assessment of how bargaining agreements and policies might influence our choices. In addition, we do not yet have a clear definition of the roles and competencies needed to create a high-performing, service-oriented shared services organization at Berkeley.

Functional Sponsor: Jeannine Raymond Academic Sponsor: Nilima Bhatia Group Lead: Darrylyn Swift (interim) Group Consultant: Emily Gayton Participants: Andrea Lambert, COrWE rep (Liz or designate), Compensation rep (Rich Lau or designate), Labor Relations (Debra Harrington or designate), Babs Lane, Susan Roach, Barbara Broque, Cynthia Weekley, Ann Jeffrey

Goal Statement

Methodology & Timeline

Develop a detailed plan for preparing and transitioning the workforce into a shared services organization that meets all policy and legal guidelines and is consistent the with guiding principles for shared services design. The transition plan should also support Berkeley’s core values of equity and inclusion and expand opportunities for professional development.

DMADV (Define, Measure, Analyze, Design, Validate) Timeline: • Define: 10/20/11 – 2/3/12 • Measure: 2/15/12 • Analyze: 3/1/12 • Design: 3/31/12 – 6/30/12 University of California, Berkeley • Validate (Pre-Implementation)