LEARNING & DEVELOPMENT / PERFORMANCE MANAGEMENT CASE STUDY - REAL ESTATE, HOSPITALITY AND CONSTRUCTION
The Client
The client is a leading expert in UAE real estate, international hotel investments, property asset management, global investor services, and recognised hospitality and leisure brands.
The Objectives
The existing University had been in place for several years and was previously overseen by an internal trainer, who had since left the business. The use of the University was limited and had grown dormant whilst the business had reorganized itself and responded to the pandemic. Optimise were recruited to provide a review of the University and a roadmap to reboot it across the Group.
To provide a clear and aspirational learning framework with an aim to improve the performance of the organisation. The desire was to improve the engagement of the workforce and develop inspirational, skilled and strong leaders throughout the business. An additional requirement was for more informed succession planning.
The Scope
The initial requirement was to reboot the University for the client-facing teams however it quickly became apparent that the need was better served with a solution that answered the requirements across the entire group. In addition, there was a clear need to address the learning requirements of the managers and leaders across the business in order to ensure that they can enforce the knowledge and skills development of the teams.
The Challenges
Learning Ethos
There was no defined ethos on learning and development across the organisation which meant that there was no structured framework in place. Given the lack of focus on learning, there were no clear ties to career progression.
Role and department knowledge was largely undocumented and regularly passed verbally from an experienced team member to new recruits.
Management and Leadership
The managers and leaders in the company were regularly recruited from within teams, with years of tenure and often with no previous managerial experience. This resulted in a skills gap, especially at the first-line management level.
The gap in skills at the manager level also resulted in a lack of training and coaching ability meaning there was limited focus on training in certain pockets of the business.
Performance Management
There was no formal performance management structure, where performance management was happening it was inconsistent, often done at team level and done without a clear understanding of individual training needs. Without a performance management process, the drive on personal development would be limited.
There were no defined expectations of individuals (other than overt sales targets) which can result in individuals not understanding or being held accountable for those expectations. In addition, there was limited focus on the behavioural aspect of individuals as there were no defined behavioural expectations.
Legacy
Many employees have long tenures and whilst this is advantageous in some ways, it can lead to being insular in their views on development.
Because the company has been successful on the back of a prescriptive sales model, the focus had been on the way to sell the company model and not around generic sales skills.
The solution
Learning and Development
Inspirational, skilled and strong leaders throughout the business
Informed succession planning
Project to reboot learning and development
Provide a scalable learning framework for the growing business
Build a management and leadership program
Provide independent expertise, focus and objectivity to the team
Raise profile of learning and development across the organisation
Roll out the program
Performance Management
Build performance management structure
Educate the organisation on performance management structure and process
Roll out the program
The steps
Learning and Development
Agree L&D ethos and roles and responsibilities
Build competency frameworks
Research
Look and feel / build of LMS platform
Identify training talent
Full design build
Full content build
Build assessment protocols
Build a motivational school
Agree branding
Communication plan
Performance Management
Introduce leadership to benefits
Build performance framework
Develop documentation
Communication plan
Roll out
Provide coaching and advice
The outcome
Learning and Development
Fully articulated learning and development framework
Launch of new University learning portal
Roll out, training and communication
Performance Management
Fully articulated performance management process
All required documentation and forms
Plan for integration into Oracle HRMS
Education and guidance on inculcation
Roll out, training, coaching and communication
Recommendations
Learning and development
Continually refine and evolve the learning framework
Continue to add to, and improve, the current content
Consider the addition of professional development
Keep talking about learning and development
Consider monetisation of the framework
Performance Management
Ensure all departments are split into teams
Provide ongoing coaching for people leaders across the organisation
Provide some quality control on process input
Ensure learning and development remains an ongoing focus of the organisation
Ensure adequate HR resource to oversee the process adoption
Ensure adequate experienced source of advice and coaching
Consolidate all performance management into the HRMS as one
Tie performance management to compensation – discretionary bonus
Develop and refine the structure and process