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Initiative Leadership – Overall Skills assessment Preparing for Success
Fundamental–all must have successfully led an initiative before reaching this level. The ‘apprentice’ initiative managers have had assignments and training that prepare them for their first initiative. Typically, these first initiatives will be Tier III, cost saving and Marketing only initiatives and are mostly Band II people. Their immediate Supervisor ascertains whether they are having the required knowledge and skill to lead an initiative.
Initiative (types) to Qualified/ Certified on
Fundamental
Tier III, Cost Savings, Marketing Initiative
Advanced
Tier I & II
Expert
Tier I Major Business Unit Initiatives
1. Leadership, Accountability & Direction Setting
2. Initiative management systems
3. Team Operations
4. Business Knowledge
5. Functional Knowledge
Successfully led small initiative or project: Delivered business objectives Fundamental knowledge & practice of tools & skills sets
Successfully demonstrates can manage a multifunctional team.
Uses basic level knowledge with team to achieve desired results.
Meets multifunctional knowledge requirements and successfully integrates their needs into the project.
Successfully led a Tier I or II initiative
Applies to larger initiatives.
Finds ways to improve systems
Same + more people, interfaces, both internally and externally over a longer time Same + apply broader knowledge to influence
& achieve greater results Same + optimizes use and application of function methods in their initiative.
Successfully leads major Business Unit initiatives
Same + improves methodologies and tools.
Same + Coaches and teaches others.
Same + has influenced business direction
Same + influences design and application of new or best tools.
Qualification/Certification allows leading
Tier I & II
1 or 2/year in each Category/Region
Major Business Unit initiative. New Platform Global Initiative
New Brand/CNV 1 or 2/year in each business unit
Major Corporate/ Enterprise program Major business restructuring.
2 – 4/year as a company
Total Investment <$ MM >$ MM
Examples
Typical Band
Pre Requisites Knowledge Skills Training
Assessment
Larger Flankers & Line Extensions
Torengos
III and IV, some II’s
Fundamental Skills & Knowledge Applied
Olean, Swiffer, Stages, Febreze, Actonel
III, IV & V
Advanced Skills & Knowledge Applied
Clairol Acquisition, Flashpoint
GBS ‘sale’
same
Expert Skills & Knowledge Applied
Fundamental Qualification
Advanced Certification
Expert Certification
Mike Mills Page 1 10/9/2015 init_ldr_mastery_matrix_r_5a_2_18_03_1164.doc
1. Leadership, Accountability & Direction Setting
Prerequisites before leading any project:
Knowledge: 3E’s (Envision, Energize, Engage), SDDS, Horizontal Management, basic communication tools (email, Same time, team space, NetMeeting, MS Office, etc.)
Skills – Business Writing (commercial form) and Presentations, Use of communication tools Training – Team Leader Training and Methodology Boot Camp
Assessment – Supervisor believes they can handle the tasks
Knowledge or Skill Area (SIL Principle #)
1:1 Setting Direction:
Establishing Criteria/Measures (#1 & 2)
Chartering
Identify Issues & Assumptions Manage Option Development
1:2 Change Management (#4)
1:3 Barrier Breaking & Alignment: W/Functions (with #6)
Across function (with #6) With Management & Business leaders
1:4 Accountability & Communication Knowing what is happening (#11) Telling people what is happening (#12)
1:5 Delivering Results
Taking Action & Following Through (#13)
Review end results (#14)
Fundamental
Have successfully demonstrated use of all these. Led team to do this
Same as above
Demonstrates all on an initiative within a business unit with some help by Sponsor
Demonstrated on an initiative
Delivered against Decision Criteria or took action to ‘kill’ project
Advanced
Same + on Tier I or II initiative
Same as above
Same +
Also works outside of B/U
Same+ as above
Same + achieves greater results
Expert
Same +
Successfully led major business unit initiative. Found ways to improve our methods and practices
Same
Same + With Senior Management
Same + as above
Same
Mike Mills Page 2 10/9/2015 init_ldr_mastery_matrix_r_5a_2_18_03_1164.doc
2. Initiative Management Systems (Irv’s Team, SIMPL owners & current project managers)
Prerequisites before leading any project:
Knowledge: Cost & Budget Management basic systems, Risk Management Tools. SIMPL
Skills – Put a real plan and schedule together. Demonstrated problem solving and use of risk management tools
Training – Planning & scheduling training (or integrated into ‘boot camp’) + Team Leader Training and Methodology Boot Camp
Assessment – Supervisor based on on the job performance
Knowledge or Skill Area (SIL Principle #)
2:1 Planning & Scheduling (#2 & 3) Plan development and agreement Program/project execution & milestone schedule
Tracking & Control Accelerator
2:2 Risk Assessment & Management (#5)
2:3 SIMPL (#6& 7) Principles
Phases & Milestones Success Criteria Readiness
Tools
2:4 Problem Solving/Decision Making
2:5 Cost & Budget Management including Cost & Feasibilities
2:6 Use of the Diamond
2:7 SDDS (Strategy Development and Deployment)
2:8 Portfolio Analysis
Fundamental
Working knowledge of scheduling tools & software
Leads team to identify issues/assumptions, tasks, responsibilities and converge on a plan and associate execution & milestone schedule Assess progress & recommend corrections.
Proactively identifies and manages financial and franchise risks.
Develops plans to address Thorough understanding and demonstrated proper use of all elements. Achieved business results.
Understands and successfully uses tools (Add skill description)
Applies basic cost management systems and proactively manages
Understand concepts
Familiar with
Understands process and provides accurate input data for decisions and priorities
Advanced
Same +
Applied to tier I & II projects.
Qualified expeditor
Same +
Manages risk with the business unit leadership
Uses to achieve improved results. Finds ways to improve the process
Successfully demonstrated on major initiative
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