Rz

FY12-14 headcount planning process

By haursa

  • Headcount Planning Kick-off

    Beki sends LT the announcement to kick-off this process; BPLT is copied; toolkit is distributed
  • Period: to

    Headcount Planning Process Timeline

  • Team specific timeline is locked in

  • Period: to

    Team owners + Ursa work on ideal org structures

  • Teams have draft "ideal" org structures on paper

  • Period: to

    Matt has check-ins with direct reports

    BP works with LT members to have them manage up to Matt that they'd like to do a quick review of where org structure is heading and make sure they're aligned
  • Period: to

    Ursa meets with Clients to discuss structure and talent landscape

    Ursa + Marcia with each VP rotating thru for IT; final meeting with Marcia and Ellen
    Ursa + Jason - one call with Kerci joining; 2nd call with Kevin to confirm
    Ursa + Angela
    Ursa + Ronni
    Ursa + Osman; Miguel joins (TBD on add'l mgrs)
    Ursa + Miguel to review all of F&A
    Ursa + Mike; Miguel joins (TBD on add'l mgrs)
    Ursa + Matt; Miguel joins (TBD on add'l mgrs)

  • Ursa receives final draft plans to translate into toolkit

  • Period: to

    Ursa works on Toolkits

  • Toolkit draft for FY12-14 is completed by Ursa and sent to team contacts for review

    this step is to ensure that each team point of contact for this process has given the OK that the toolkit reflects accurately what we discussed

  • Team owners send feedback on toolkit

    This will be either a confirmation that the toolkit accurately reflects what was discussed, or edits will be made by Ursa from 12/8-12/10
  • Period: to

    Ursa makes any edits to toolkit before due date

  • Headcount plans due to Strategy team/Matt

  • Period: to

    Matt and his directs review proposed headcount plans

  • Matt & his direct reports sign off on headcount plans which will pend approval in January by LT and BOD