Succession Planning Is Your LAFCO Prepared for the Silver Tsunami? - - PowerPoint PPT Presentation

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Succession Planning Is Your LAFCO Prepared for the Silver Tsunami? - - PowerPoint PPT Presentation

Nov 11, 2022 19 likes •293 views

Succession Planning Is Your LAFCO Prepared for the Silver Tsunami? Carolyn Emery, Orange LAFCO Brendon Freeman, Napa LAFCO Pat McCormick, Santa Cruz LAFCO 2019 CALAFCO Staff Workshop CALAFCO 2019 Staff Workshop Succession Planning: Is

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Succession Planning

Is Your LAFCO Prepared for the Silver Tsunami?

2019 CALAFCO Staff Workshop

Carolyn Emery, Orange LAFCO Brendon Freeman, Napa LAFCO Pat McCormick, Santa Cruz LAFCO

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Carolyn Emery

Orange County LAFCO, Executive Officer CALAFCO 2019 Staff Workshop

“Succession Planning: Is Your LAFCO Prepared for the Silver Tsunami?”

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The Key to Succession Planning

“Recruit” “Retain” “Develop”

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Growing Pains in the OC: “The Expected and Unexpected”

Unexpected (“didn’t see it coming!”)

  • Executive Officers
  • Assistant Executive Officers
  • Analysts

Expected (“planned”):

  • Assistant Executive Officer
  • Analysts
  • Commission-Clerks
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OC Changes

  • Former staff moving on to other
  • pportunities and personal
  • bligations
  • Agency reorganization
  • Retirement
  • Promotions
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Recruit

In-house

  • Job announcement
  • Interviews/selection conducted by staff

External

  • Job posting with the County
  • Consultant (former LAFCO staff)
  • Panel comprised of City, County and Special

District staff

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“Pros”

  • No additional staff costs
  • Quicker process
  • Staff participation

“Cons”

  • Lacks HR expertise
  • Requires more staff resources

In-House Recruitment

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“Pros”

  • HR expertise
  • Less staff resources required
  • Outside panel

“Cons”

  • Costs
  • The “best fit” - No one knows

better than staff

External Recruitment

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Develop

Provide

  • Proper on-boarding and training for position

Assign

  • Routine to complex projects
  • Projects that promote professional growth

through cross-training

Encourage

  • Participation in outside job-related courses,

workshops, and conferences

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Retain

Mentor

  • With executive coaching
  • By exposing staff at all levels to other agencies’

executive staff

  • By supporting professional development
  • pportunities that may not be directly position-

related

Remain or Become

  • Competitive with “poaching pool”

Discuss

  • Discuss succession planning with Commission

that involves highlighting internal talent

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Succession Quotes to Live By…or NOT!

“Why do I need succession planning? I’m very alert, I’m very vibrant. I have no intention to retire.” - Sheldon Adelson “Sometimes in your career, you are at the right place at the right moment. But you have to be aware that eventually you may no longer be the right person for that position. So build your succession and foster for it while you are still at the peak of your career.” - Joanne Liu “Never put your business in the hands of one person or a select few. People leave. People die. People forget.” - Liz Weber

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“Are you preparing future LAFCO leaders?”

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Carolyn Emery, Executive Officer

Orange County LAFCO

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Succession Planning Napa LAFCO

Brendon Freeman, Executive Officer bfreeman@napa.lafco.ca.gov (707) 259-8645

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Executive Officer Transition

  • Keene Simonds abandons us September 2013
  • Peter Banning appointed Interim EO
  • 2-member ad hoc subcommittee formed to

recruit new EO

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Executive Officer Transition

  • Laura Snideman hired February 2014
  • Laura Snideman bails December 2014
  • Peter Banning brought back as Interim EO
  • Contract with RGS and new 2-member ad hoc

subcommittee formed to recruit new EO

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Executive Officer Transition

  • Brendon Freeman initially NOT granted an interview
  • Commission displeased with candidate pool
  • Commission re-opens recruitment
  • Brendon Freeman appointed Interim EO June 2015
  • Brendon Freeman hired as EO July 2015
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Analyst Transition

  • Analyst position vacated June 2015
  • Trial period with consultants
  • Analyst recruitment commences August 2018

through County Human Resources

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Analyst Transition

  • Process:

August 2018 staff report – pros/cons (2 hours) Develop questionnaire (4 hours) Applicant pre-screening (8 hours) 1st round interviews – thanks Rich & Lou Ann! (8 hours) 2nd round interviews – thanks County staff! (4 hours)

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Analyst Transition

  • Dawn Mittleman Longoria hired as

Staff Analyst II in January 2019

  • Life is beautiful again!
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Questions???

Brendon Freeman, Executive Officer bfreeman@napa.lafco.ca.gov (707) 259-8645

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Checklist for Successful Succession Planning

Pat McCormick, Executive Officer Santa Cruz LAFCO

LAFCO | 701 Ocean Street, Room 318-D | Santa Cruz, CA 95060 | Phone: (831) 454-2055 | email: info@santacruzlafco.org

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1-3 Years Prior to Leaving

 Update policies  MSR determinations – document to-do tasks for agencies and LAFCO for next round  Cross train staff  Avoid LAFCO staff members retiring close to one another  Protect LAFCO staff perks  Don’t kick the can with difficult people/situations

LAFCO | 701 Ocean Street, Room 318-D | Santa Cruz, CA 95060 | Phone: (831) 454-2055 | email: info@santacruzlafco.org

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Last Year Before Leaving

 Document institutional memory  Hiring process to be done by LAFCO staff, county, or human resources consultant  Paper and electronics files in order  Complete major projects  Give county, city, and district staffs an opportunity to request exit training by outgoing LAFCO staffer  Budget for turnover

LAFCO | 701 Ocean Street, Room 318-D | Santa Cruz, CA 95060 | Phone: (831) 454-2055 | email: info@santacruzlafco.org

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Transition Period

 Remaining staff input in new employee selection process  Upstaffing and overlap of outgoing and incoming employees, if time and budget permit  Document hiring process so easier the next time  To-learn list for new employee  Introduce new employee to politicians and key civil servants

LAFCO | 701 Ocean Street, Room 318-D | Santa Cruz, CA 95060 | Phone: (831) 454-2055 | email: info@santacruzlafco.org

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So long and thanks for all the fish!

Questions?

Pat McCormick, Santa Cruz LAFCO

(831) 454-2055 patmccormick@santacruzcounty.us pat@santacruzlafco.org

LAFCO | 701 Ocean Street, Room 318-D | Santa Cruz, CA 95060 | Phone: (831) 454-2055 | email: info@santacruzlafco.org

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So…Is your LAFCO prepared for the Silver Tsunami?

Carolyn Emery, Orange LAFCO cemery@oclafco.org (714) 640-5100 Brendon Freeman, Napa LAFCO bfreeman@napalafco.ca.gov (707) 259-8645 Pat McCormick, Santa Cruz LAFCO pat@santacruzlafco.org, patmccormick@santacruzcounty.us (831) 454-2055

2019 CALAFCO Staff Workshop