36
Build the Right HR Business Partner Model for Your Organization, Part 4 HR Advancement Center Kate Vonderhaar Senior Consultant [email protected]

Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

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Page 1: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

Build the Right HR Business Partner Model

for Your Organization Part 4

HR Advancement Center

Kate Vonderhaar

Senior Consultant

vonderhkadvisorycom

copy2016 The Advisory Board Company bull advisorycom

2

Managing your audio

Use Telephone

(Recommended)

If you select the ldquoTelephonerdquo option

please use the dial-in phone number and

access code provided on your GoTo panel

If you select the ldquoMic amp Speakersrdquo option

please be sure to check that your

speakersheadphones are connected

Use Microphone and Speakers

All attendees will be muted during the presentation

copy2016 The Advisory Board Company bull advisorycom

3

Managing your GoTo panel

How to Ask a Question

To ask the presenter please type your question

into the ldquoQuestionsrdquo box on your GoTo panel and

press send

Minimizing and maximizing

your screen

Use the orange and white arrow to

minimize and maximize your GoTo

panel

Use the blue and white square to

maximize the presentation area

copy2016 The Advisory Board Company bull advisorycom

4

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Build the Right HR Business Partner Model

for Your Organization Part 4

HR Advancement Center

Kate Vonderhaar

Senior Consultant

vonderhkadvisorycom

copy2016 The Advisory Board Company bull advisorycom

6

An Essential Leap from Extractive Growth to Value-Based Growth

Source Health Care Advisory Board interviews and analysis

The New Rules of Competition in Health Care

Health System Strategy

Value-Based Growth

Grow by being better

Leverage cost quality service

advantage to attract key

decision-makers

Performance Metrics

Extractive Growth

Grow by being bigger

Leverage market dominance to secure

prime pricing network status

Performance Metrics

bullDischarges

bullService line share

bullFee-for-service

revenue

bullPricing growth

bullOccupancy rate

bullProcess quality

bullShare of lives

bullGeographic reach

bullRisk-based

revenue

bullShare of wallet

bullOutcomes quality

bullTotal cost of care

copy2016 The Advisory Board Company bull advisorycom

7

Source Health Leaders Media ldquoThe Clinical Strategy for Financial Health Care Redesign and Standardizationrdquo

httpcontenthcprocompdfcontent304111pdf HR Advancement Center interviews and analysis

1) Executive goals

No Shelter from the Cost-Cutting Storm

8

14

59

19

Three-Year Operating Cost Reduction Goals1

n=291

3-4

Reduction

0-2

Reduction

More

than 10

Reduction

5-10

Reduction

copy2016 The Advisory Board Company bull advisorycom

8

HR Serving a Growing Range of Clients

Source HR Advancement Center interviews and analysis

Breadth of Corporate HR Function

Flagship Hospital

with Established

HR Presence

Recent Acquisitions

with Unique HR

Structures

Home Health

Agency

Diagnostic

Imaging Center

Retail Clinic

Acquired

Hospital

Physician

Practices

Research

Institute

copy2016 The Advisory Board Company bull advisorycom

9

True in 2007 True Now

Source Ulrich D ldquoHR Dreams HRrsquos Journey to Deliver Valuerdquo 2007

available at httpwwwrblnetdownloablesarticleshr_dreams_ ulrichpdf

HR Advancement Center interviews and analysis

Still the Right HR Dream

ldquoEmbedded HR professionals may be called generalists partners relationship

managers or business based HR Regardless of title they are assigned to work with

organizational unitshellipTheir task is to participate in the strategic planning process and

to ensure that strategies happen through organizational capabilitieshellip They are

measured by the extent to which they can help make strategies happenrdquo

David Ulrich

Professor of Business Ross School of Business

University of Michigan

copy2016 The Advisory Board Company bull advisorycom

10

But Facing the Same Set of Known Challenges

Source HR Advancement Center interviews and analysis

Role is poorly defined too

many priorities andor too

many clients

Three Common Challenges with the Business Partner Role

People hired into role may

lack strategic thinking

analytical skill set

Business partners arenrsquot able

to delegate transactional or

routine work leaving less time

for strategic work

Wrong Scope Wrong Skills Wrong Support

copy2016 The Advisory Board Company bull advisorycom

11

Source HR Advancement Center interviews and analysis

Regardless of Model Six Key Questions to Answer

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

copy2016 The Advisory Board Company bull advisorycom

12

Introducing Our Profiled Institutions

Source HR Advancement Center interviews and analysis

Philadelphia PA

516-bed tertiary care

hospital with 50+ care

locations in the

greater Philadelphia

area

12000 employees

Jan 13 1pm ET

Archived

Houston TX

7-hospital health

system in the greater

Houston area

19600 employees

4500 physicians

Jan 27 1pm ET

Archived

Charlotte NC

40 hospitals and 900

care locations across

North Carolina South

Carolina and Georgia

60000+ employees

3000+ employed

physicians

Feb 24 1pm ET

Washington DC

303-bed not-for-profit

academic medical

center

6533 employees

Feb 10 1pm ET

Archived

Headquarters

Description

Webconference

Time

Workforce

Size

copy2016 The Advisory Board Company bull advisorycom

13

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

14

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Leave of absence

Carolinasrsquo HR Department Circa 2009

Carolinasrsquo HR Organizational Chart Circa 2009

Sr Vice President

Human Resources

Vice President

Workforce

Relations

Asst Vice

President

Diversity and

Inclusion

Vice President

Workforce

Relations

Asst Vice

President

Organizational

Development

Director

Human

Resources

Vice President

HR Admin

Workforce

Management

Vice President

CompBenefits

Total Rewards

bull Employment

Policy amp

Practice

bull HR Metrics

bull Workforce

Planning

bull Employment

Compliance

bull HR Branding

bull Recruitment

bull Mergers amp

Acquisitions

bull Compensation

bull Benefits

bull HR Operations

bull LOA1

bull Records

bull HR Corporate

Compliance

bull Executive

Physician

Benefits

bull Executive

Compensation

bull Special

Projects

bull Employee

Recognition

bull Policy

Development

bull Employee

Engagement

bull Employee

Relations

(EEOC)

bull Facilities

bull Workerrsquos

Compensation

bull Regulatory

Compliance

bull Education amp

Development

bull Leadership

Development

bull Orientation

bull Performance

Management

bull Educational

Assistance

Program

bull Employee

Health

bull Service

Recognition

bull Employee

Relations

(Grievances)

bull Regional

Facilities

bull Liaison to

Managed

Facilities

copy2016 The Advisory Board Company bull advisorycom

15

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Building One Culture at Carolinas

One Team driven to make a difference

One Belief that patients are partners

One Mission advancing care together as One

One System connecting and transforming

Carolinas HealthCare System

Together As One

copy2016 The Advisory Board Company bull advisorycom

16

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinasrsquo HR Department Today

Carolinasrsquo HR Organizational Chart 2015

Vice President

Total Rewards and

HR Operations

Sr Vice President

Workforce Relations

Chief Human Resources

Officer

Asst Vice President

Exec Total Rewards

and Physician Benefits

Vice President

Workforce Management

Vice President

Learning amp Diversity

bull Compensation

Administration

bull Benefits

bull HR Operations

bull LEAN

bull Workerrsquos

Compensation

bull CHS LiveWELL

bull Education Assistance

Program

bull AcquisitionsMergers

bull Occupational Health

and Safety

bull Talent Acquisition

bull Workforce Strategy amp

Analytics

bull Workforce

Management

Operations

bull Employment

Practice amp

Compliance

bull Workforce

Authorization amp

Immigration

bull Return to Work

bull HR Corporate

Compliance

bull Teammate Engagement

bull Recognition Celebration

and Events

bull HR Policy Administration

bull Regulatory Compliance

Joint Commission

bull HR Regional Group

bull Organizational

Development amp Learning

bull Performance

Management

bull Talent Management

bull Change Management

bull Workforce Diversity

bull Teammate Resource

Groups

bull Community

Engagement

bull Organizational

Compliance

bull Teammate Education amp

Development

bull New Teammate

Onboarding

bull Leadership

Education and

Development

bull Executive

Compensation

Administration

bull Executive Physician

Benefits Administration

copy2016 The Advisory Board Company bull advisorycom

17

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Zeroing in on HR at Two Key Levels

Sr Vice President

Sr Consultants

Associate Consultants

Manager

7 Asst Vice

Presidents Directors

Each Asst Vice

President or Director

has dedicated team

Carolinas Workforce Relations Organizational Chart

copy2016 The Advisory Board Company bull advisorycom

18 Question 1

Source HR Advancement Center interviews and analysis

Where Should You Embed Business Partners

Options

System-wide

Business Unit

Business partner embedded

in system-wide function (eg

clinical service line)

Geographic-based

Business Unit

Business partner embedded

in operations in a region

or facility

copy2016 The Advisory Board Company bull advisorycom

19 Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Executive BPs Aligned by Carolinas Divisions

Scope

Primary

Client(s)

Total FTEs

Central SouthEast

8200 1000 6000

Medical

Group

2400

Cleveland

County

Corporate

Services

Facility

Executive

Teams

11400

Facility

Executive

Teams

Facility

Executive

Team Executives Executives

South

2300

Facility

Executive

Teams

NorthEast

5500

Facility

Executive

Teams

copy2016 The Advisory Board Company bull advisorycom

20

Four Sr Consultants for the Central Division

Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Aligned by Local Service Line

Scope

Primary

Client(s)

Total FTEs

bull Surgical Services

bull Nursing

Administration

bull Endoscopy

bull RadiologyImaging

bull Pharmacy

bull Lab

bull Plant Ops

bull EVS

Nursing

bull Neurology

bull Cardiac

bull Medical

bull Womenrsquos

Health

bull Oncology

bull Security

bull Levine Childrenrsquos

Hospital

bull Emergency

Services

AVPs Directors

Managers

1812 1841 1025

bull Sanger Heart amp

Vascular Institute

bull Patient Registration

bull Patient Transport

bull Physical Therapy

bull Respiratory

Therapy

bull Clinical Case

Management

1241

AVPs Directors

Managers

AVPs Directors

Managers

AVPs Directors

Managers

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 2: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

2

Managing your audio

Use Telephone

(Recommended)

If you select the ldquoTelephonerdquo option

please use the dial-in phone number and

access code provided on your GoTo panel

If you select the ldquoMic amp Speakersrdquo option

please be sure to check that your

speakersheadphones are connected

Use Microphone and Speakers

All attendees will be muted during the presentation

copy2016 The Advisory Board Company bull advisorycom

3

Managing your GoTo panel

How to Ask a Question

To ask the presenter please type your question

into the ldquoQuestionsrdquo box on your GoTo panel and

press send

Minimizing and maximizing

your screen

Use the orange and white arrow to

minimize and maximize your GoTo

panel

Use the blue and white square to

maximize the presentation area

copy2016 The Advisory Board Company bull advisorycom

4

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Build the Right HR Business Partner Model

for Your Organization Part 4

HR Advancement Center

Kate Vonderhaar

Senior Consultant

vonderhkadvisorycom

copy2016 The Advisory Board Company bull advisorycom

6

An Essential Leap from Extractive Growth to Value-Based Growth

Source Health Care Advisory Board interviews and analysis

The New Rules of Competition in Health Care

Health System Strategy

Value-Based Growth

Grow by being better

Leverage cost quality service

advantage to attract key

decision-makers

Performance Metrics

Extractive Growth

Grow by being bigger

Leverage market dominance to secure

prime pricing network status

Performance Metrics

bullDischarges

bullService line share

bullFee-for-service

revenue

bullPricing growth

bullOccupancy rate

bullProcess quality

bullShare of lives

bullGeographic reach

bullRisk-based

revenue

bullShare of wallet

bullOutcomes quality

bullTotal cost of care

copy2016 The Advisory Board Company bull advisorycom

7

Source Health Leaders Media ldquoThe Clinical Strategy for Financial Health Care Redesign and Standardizationrdquo

httpcontenthcprocompdfcontent304111pdf HR Advancement Center interviews and analysis

1) Executive goals

No Shelter from the Cost-Cutting Storm

8

14

59

19

Three-Year Operating Cost Reduction Goals1

n=291

3-4

Reduction

0-2

Reduction

More

than 10

Reduction

5-10

Reduction

copy2016 The Advisory Board Company bull advisorycom

8

HR Serving a Growing Range of Clients

Source HR Advancement Center interviews and analysis

Breadth of Corporate HR Function

Flagship Hospital

with Established

HR Presence

Recent Acquisitions

with Unique HR

Structures

Home Health

Agency

Diagnostic

Imaging Center

Retail Clinic

Acquired

Hospital

Physician

Practices

Research

Institute

copy2016 The Advisory Board Company bull advisorycom

9

True in 2007 True Now

Source Ulrich D ldquoHR Dreams HRrsquos Journey to Deliver Valuerdquo 2007

available at httpwwwrblnetdownloablesarticleshr_dreams_ ulrichpdf

HR Advancement Center interviews and analysis

Still the Right HR Dream

ldquoEmbedded HR professionals may be called generalists partners relationship

managers or business based HR Regardless of title they are assigned to work with

organizational unitshellipTheir task is to participate in the strategic planning process and

to ensure that strategies happen through organizational capabilitieshellip They are

measured by the extent to which they can help make strategies happenrdquo

David Ulrich

Professor of Business Ross School of Business

University of Michigan

copy2016 The Advisory Board Company bull advisorycom

10

But Facing the Same Set of Known Challenges

Source HR Advancement Center interviews and analysis

Role is poorly defined too

many priorities andor too

many clients

Three Common Challenges with the Business Partner Role

People hired into role may

lack strategic thinking

analytical skill set

Business partners arenrsquot able

to delegate transactional or

routine work leaving less time

for strategic work

Wrong Scope Wrong Skills Wrong Support

copy2016 The Advisory Board Company bull advisorycom

11

Source HR Advancement Center interviews and analysis

Regardless of Model Six Key Questions to Answer

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

copy2016 The Advisory Board Company bull advisorycom

12

Introducing Our Profiled Institutions

Source HR Advancement Center interviews and analysis

Philadelphia PA

516-bed tertiary care

hospital with 50+ care

locations in the

greater Philadelphia

area

12000 employees

Jan 13 1pm ET

Archived

Houston TX

7-hospital health

system in the greater

Houston area

19600 employees

4500 physicians

Jan 27 1pm ET

Archived

Charlotte NC

40 hospitals and 900

care locations across

North Carolina South

Carolina and Georgia

60000+ employees

3000+ employed

physicians

Feb 24 1pm ET

Washington DC

303-bed not-for-profit

academic medical

center

6533 employees

Feb 10 1pm ET

Archived

Headquarters

Description

Webconference

Time

Workforce

Size

copy2016 The Advisory Board Company bull advisorycom

13

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

14

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Leave of absence

Carolinasrsquo HR Department Circa 2009

Carolinasrsquo HR Organizational Chart Circa 2009

Sr Vice President

Human Resources

Vice President

Workforce

Relations

Asst Vice

President

Diversity and

Inclusion

Vice President

Workforce

Relations

Asst Vice

President

Organizational

Development

Director

Human

Resources

Vice President

HR Admin

Workforce

Management

Vice President

CompBenefits

Total Rewards

bull Employment

Policy amp

Practice

bull HR Metrics

bull Workforce

Planning

bull Employment

Compliance

bull HR Branding

bull Recruitment

bull Mergers amp

Acquisitions

bull Compensation

bull Benefits

bull HR Operations

bull LOA1

bull Records

bull HR Corporate

Compliance

bull Executive

Physician

Benefits

bull Executive

Compensation

bull Special

Projects

bull Employee

Recognition

bull Policy

Development

bull Employee

Engagement

bull Employee

Relations

(EEOC)

bull Facilities

bull Workerrsquos

Compensation

bull Regulatory

Compliance

bull Education amp

Development

bull Leadership

Development

bull Orientation

bull Performance

Management

bull Educational

Assistance

Program

bull Employee

Health

bull Service

Recognition

bull Employee

Relations

(Grievances)

bull Regional

Facilities

bull Liaison to

Managed

Facilities

copy2016 The Advisory Board Company bull advisorycom

15

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Building One Culture at Carolinas

One Team driven to make a difference

One Belief that patients are partners

One Mission advancing care together as One

One System connecting and transforming

Carolinas HealthCare System

Together As One

copy2016 The Advisory Board Company bull advisorycom

16

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinasrsquo HR Department Today

Carolinasrsquo HR Organizational Chart 2015

Vice President

Total Rewards and

HR Operations

Sr Vice President

Workforce Relations

Chief Human Resources

Officer

Asst Vice President

Exec Total Rewards

and Physician Benefits

Vice President

Workforce Management

Vice President

Learning amp Diversity

bull Compensation

Administration

bull Benefits

bull HR Operations

bull LEAN

bull Workerrsquos

Compensation

bull CHS LiveWELL

bull Education Assistance

Program

bull AcquisitionsMergers

bull Occupational Health

and Safety

bull Talent Acquisition

bull Workforce Strategy amp

Analytics

bull Workforce

Management

Operations

bull Employment

Practice amp

Compliance

bull Workforce

Authorization amp

Immigration

bull Return to Work

bull HR Corporate

Compliance

bull Teammate Engagement

bull Recognition Celebration

and Events

bull HR Policy Administration

bull Regulatory Compliance

Joint Commission

bull HR Regional Group

bull Organizational

Development amp Learning

bull Performance

Management

bull Talent Management

bull Change Management

bull Workforce Diversity

bull Teammate Resource

Groups

bull Community

Engagement

bull Organizational

Compliance

bull Teammate Education amp

Development

bull New Teammate

Onboarding

bull Leadership

Education and

Development

bull Executive

Compensation

Administration

bull Executive Physician

Benefits Administration

copy2016 The Advisory Board Company bull advisorycom

17

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Zeroing in on HR at Two Key Levels

Sr Vice President

Sr Consultants

Associate Consultants

Manager

7 Asst Vice

Presidents Directors

Each Asst Vice

President or Director

has dedicated team

Carolinas Workforce Relations Organizational Chart

copy2016 The Advisory Board Company bull advisorycom

18 Question 1

Source HR Advancement Center interviews and analysis

Where Should You Embed Business Partners

Options

System-wide

Business Unit

Business partner embedded

in system-wide function (eg

clinical service line)

Geographic-based

Business Unit

Business partner embedded

in operations in a region

or facility

copy2016 The Advisory Board Company bull advisorycom

19 Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Executive BPs Aligned by Carolinas Divisions

Scope

Primary

Client(s)

Total FTEs

Central SouthEast

8200 1000 6000

Medical

Group

2400

Cleveland

County

Corporate

Services

Facility

Executive

Teams

11400

Facility

Executive

Teams

Facility

Executive

Team Executives Executives

South

2300

Facility

Executive

Teams

NorthEast

5500

Facility

Executive

Teams

copy2016 The Advisory Board Company bull advisorycom

20

Four Sr Consultants for the Central Division

Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Aligned by Local Service Line

Scope

Primary

Client(s)

Total FTEs

bull Surgical Services

bull Nursing

Administration

bull Endoscopy

bull RadiologyImaging

bull Pharmacy

bull Lab

bull Plant Ops

bull EVS

Nursing

bull Neurology

bull Cardiac

bull Medical

bull Womenrsquos

Health

bull Oncology

bull Security

bull Levine Childrenrsquos

Hospital

bull Emergency

Services

AVPs Directors

Managers

1812 1841 1025

bull Sanger Heart amp

Vascular Institute

bull Patient Registration

bull Patient Transport

bull Physical Therapy

bull Respiratory

Therapy

bull Clinical Case

Management

1241

AVPs Directors

Managers

AVPs Directors

Managers

AVPs Directors

Managers

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 3: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

3

Managing your GoTo panel

How to Ask a Question

To ask the presenter please type your question

into the ldquoQuestionsrdquo box on your GoTo panel and

press send

Minimizing and maximizing

your screen

Use the orange and white arrow to

minimize and maximize your GoTo

panel

Use the blue and white square to

maximize the presentation area

copy2016 The Advisory Board Company bull advisorycom

4

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Build the Right HR Business Partner Model

for Your Organization Part 4

HR Advancement Center

Kate Vonderhaar

Senior Consultant

vonderhkadvisorycom

copy2016 The Advisory Board Company bull advisorycom

6

An Essential Leap from Extractive Growth to Value-Based Growth

Source Health Care Advisory Board interviews and analysis

The New Rules of Competition in Health Care

Health System Strategy

Value-Based Growth

Grow by being better

Leverage cost quality service

advantage to attract key

decision-makers

Performance Metrics

Extractive Growth

Grow by being bigger

Leverage market dominance to secure

prime pricing network status

Performance Metrics

bullDischarges

bullService line share

bullFee-for-service

revenue

bullPricing growth

bullOccupancy rate

bullProcess quality

bullShare of lives

bullGeographic reach

bullRisk-based

revenue

bullShare of wallet

bullOutcomes quality

bullTotal cost of care

copy2016 The Advisory Board Company bull advisorycom

7

Source Health Leaders Media ldquoThe Clinical Strategy for Financial Health Care Redesign and Standardizationrdquo

httpcontenthcprocompdfcontent304111pdf HR Advancement Center interviews and analysis

1) Executive goals

No Shelter from the Cost-Cutting Storm

8

14

59

19

Three-Year Operating Cost Reduction Goals1

n=291

3-4

Reduction

0-2

Reduction

More

than 10

Reduction

5-10

Reduction

copy2016 The Advisory Board Company bull advisorycom

8

HR Serving a Growing Range of Clients

Source HR Advancement Center interviews and analysis

Breadth of Corporate HR Function

Flagship Hospital

with Established

HR Presence

Recent Acquisitions

with Unique HR

Structures

Home Health

Agency

Diagnostic

Imaging Center

Retail Clinic

Acquired

Hospital

Physician

Practices

Research

Institute

copy2016 The Advisory Board Company bull advisorycom

9

True in 2007 True Now

Source Ulrich D ldquoHR Dreams HRrsquos Journey to Deliver Valuerdquo 2007

available at httpwwwrblnetdownloablesarticleshr_dreams_ ulrichpdf

HR Advancement Center interviews and analysis

Still the Right HR Dream

ldquoEmbedded HR professionals may be called generalists partners relationship

managers or business based HR Regardless of title they are assigned to work with

organizational unitshellipTheir task is to participate in the strategic planning process and

to ensure that strategies happen through organizational capabilitieshellip They are

measured by the extent to which they can help make strategies happenrdquo

David Ulrich

Professor of Business Ross School of Business

University of Michigan

copy2016 The Advisory Board Company bull advisorycom

10

But Facing the Same Set of Known Challenges

Source HR Advancement Center interviews and analysis

Role is poorly defined too

many priorities andor too

many clients

Three Common Challenges with the Business Partner Role

People hired into role may

lack strategic thinking

analytical skill set

Business partners arenrsquot able

to delegate transactional or

routine work leaving less time

for strategic work

Wrong Scope Wrong Skills Wrong Support

copy2016 The Advisory Board Company bull advisorycom

11

Source HR Advancement Center interviews and analysis

Regardless of Model Six Key Questions to Answer

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

copy2016 The Advisory Board Company bull advisorycom

12

Introducing Our Profiled Institutions

Source HR Advancement Center interviews and analysis

Philadelphia PA

516-bed tertiary care

hospital with 50+ care

locations in the

greater Philadelphia

area

12000 employees

Jan 13 1pm ET

Archived

Houston TX

7-hospital health

system in the greater

Houston area

19600 employees

4500 physicians

Jan 27 1pm ET

Archived

Charlotte NC

40 hospitals and 900

care locations across

North Carolina South

Carolina and Georgia

60000+ employees

3000+ employed

physicians

Feb 24 1pm ET

Washington DC

303-bed not-for-profit

academic medical

center

6533 employees

Feb 10 1pm ET

Archived

Headquarters

Description

Webconference

Time

Workforce

Size

copy2016 The Advisory Board Company bull advisorycom

13

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

14

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Leave of absence

Carolinasrsquo HR Department Circa 2009

Carolinasrsquo HR Organizational Chart Circa 2009

Sr Vice President

Human Resources

Vice President

Workforce

Relations

Asst Vice

President

Diversity and

Inclusion

Vice President

Workforce

Relations

Asst Vice

President

Organizational

Development

Director

Human

Resources

Vice President

HR Admin

Workforce

Management

Vice President

CompBenefits

Total Rewards

bull Employment

Policy amp

Practice

bull HR Metrics

bull Workforce

Planning

bull Employment

Compliance

bull HR Branding

bull Recruitment

bull Mergers amp

Acquisitions

bull Compensation

bull Benefits

bull HR Operations

bull LOA1

bull Records

bull HR Corporate

Compliance

bull Executive

Physician

Benefits

bull Executive

Compensation

bull Special

Projects

bull Employee

Recognition

bull Policy

Development

bull Employee

Engagement

bull Employee

Relations

(EEOC)

bull Facilities

bull Workerrsquos

Compensation

bull Regulatory

Compliance

bull Education amp

Development

bull Leadership

Development

bull Orientation

bull Performance

Management

bull Educational

Assistance

Program

bull Employee

Health

bull Service

Recognition

bull Employee

Relations

(Grievances)

bull Regional

Facilities

bull Liaison to

Managed

Facilities

copy2016 The Advisory Board Company bull advisorycom

15

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Building One Culture at Carolinas

One Team driven to make a difference

One Belief that patients are partners

One Mission advancing care together as One

One System connecting and transforming

Carolinas HealthCare System

Together As One

copy2016 The Advisory Board Company bull advisorycom

16

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinasrsquo HR Department Today

Carolinasrsquo HR Organizational Chart 2015

Vice President

Total Rewards and

HR Operations

Sr Vice President

Workforce Relations

Chief Human Resources

Officer

Asst Vice President

Exec Total Rewards

and Physician Benefits

Vice President

Workforce Management

Vice President

Learning amp Diversity

bull Compensation

Administration

bull Benefits

bull HR Operations

bull LEAN

bull Workerrsquos

Compensation

bull CHS LiveWELL

bull Education Assistance

Program

bull AcquisitionsMergers

bull Occupational Health

and Safety

bull Talent Acquisition

bull Workforce Strategy amp

Analytics

bull Workforce

Management

Operations

bull Employment

Practice amp

Compliance

bull Workforce

Authorization amp

Immigration

bull Return to Work

bull HR Corporate

Compliance

bull Teammate Engagement

bull Recognition Celebration

and Events

bull HR Policy Administration

bull Regulatory Compliance

Joint Commission

bull HR Regional Group

bull Organizational

Development amp Learning

bull Performance

Management

bull Talent Management

bull Change Management

bull Workforce Diversity

bull Teammate Resource

Groups

bull Community

Engagement

bull Organizational

Compliance

bull Teammate Education amp

Development

bull New Teammate

Onboarding

bull Leadership

Education and

Development

bull Executive

Compensation

Administration

bull Executive Physician

Benefits Administration

copy2016 The Advisory Board Company bull advisorycom

17

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Zeroing in on HR at Two Key Levels

Sr Vice President

Sr Consultants

Associate Consultants

Manager

7 Asst Vice

Presidents Directors

Each Asst Vice

President or Director

has dedicated team

Carolinas Workforce Relations Organizational Chart

copy2016 The Advisory Board Company bull advisorycom

18 Question 1

Source HR Advancement Center interviews and analysis

Where Should You Embed Business Partners

Options

System-wide

Business Unit

Business partner embedded

in system-wide function (eg

clinical service line)

Geographic-based

Business Unit

Business partner embedded

in operations in a region

or facility

copy2016 The Advisory Board Company bull advisorycom

19 Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Executive BPs Aligned by Carolinas Divisions

Scope

Primary

Client(s)

Total FTEs

Central SouthEast

8200 1000 6000

Medical

Group

2400

Cleveland

County

Corporate

Services

Facility

Executive

Teams

11400

Facility

Executive

Teams

Facility

Executive

Team Executives Executives

South

2300

Facility

Executive

Teams

NorthEast

5500

Facility

Executive

Teams

copy2016 The Advisory Board Company bull advisorycom

20

Four Sr Consultants for the Central Division

Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Aligned by Local Service Line

Scope

Primary

Client(s)

Total FTEs

bull Surgical Services

bull Nursing

Administration

bull Endoscopy

bull RadiologyImaging

bull Pharmacy

bull Lab

bull Plant Ops

bull EVS

Nursing

bull Neurology

bull Cardiac

bull Medical

bull Womenrsquos

Health

bull Oncology

bull Security

bull Levine Childrenrsquos

Hospital

bull Emergency

Services

AVPs Directors

Managers

1812 1841 1025

bull Sanger Heart amp

Vascular Institute

bull Patient Registration

bull Patient Transport

bull Physical Therapy

bull Respiratory

Therapy

bull Clinical Case

Management

1241

AVPs Directors

Managers

AVPs Directors

Managers

AVPs Directors

Managers

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 4: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

4

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Build the Right HR Business Partner Model

for Your Organization Part 4

HR Advancement Center

Kate Vonderhaar

Senior Consultant

vonderhkadvisorycom

copy2016 The Advisory Board Company bull advisorycom

6

An Essential Leap from Extractive Growth to Value-Based Growth

Source Health Care Advisory Board interviews and analysis

The New Rules of Competition in Health Care

Health System Strategy

Value-Based Growth

Grow by being better

Leverage cost quality service

advantage to attract key

decision-makers

Performance Metrics

Extractive Growth

Grow by being bigger

Leverage market dominance to secure

prime pricing network status

Performance Metrics

bullDischarges

bullService line share

bullFee-for-service

revenue

bullPricing growth

bullOccupancy rate

bullProcess quality

bullShare of lives

bullGeographic reach

bullRisk-based

revenue

bullShare of wallet

bullOutcomes quality

bullTotal cost of care

copy2016 The Advisory Board Company bull advisorycom

7

Source Health Leaders Media ldquoThe Clinical Strategy for Financial Health Care Redesign and Standardizationrdquo

httpcontenthcprocompdfcontent304111pdf HR Advancement Center interviews and analysis

1) Executive goals

No Shelter from the Cost-Cutting Storm

8

14

59

19

Three-Year Operating Cost Reduction Goals1

n=291

3-4

Reduction

0-2

Reduction

More

than 10

Reduction

5-10

Reduction

copy2016 The Advisory Board Company bull advisorycom

8

HR Serving a Growing Range of Clients

Source HR Advancement Center interviews and analysis

Breadth of Corporate HR Function

Flagship Hospital

with Established

HR Presence

Recent Acquisitions

with Unique HR

Structures

Home Health

Agency

Diagnostic

Imaging Center

Retail Clinic

Acquired

Hospital

Physician

Practices

Research

Institute

copy2016 The Advisory Board Company bull advisorycom

9

True in 2007 True Now

Source Ulrich D ldquoHR Dreams HRrsquos Journey to Deliver Valuerdquo 2007

available at httpwwwrblnetdownloablesarticleshr_dreams_ ulrichpdf

HR Advancement Center interviews and analysis

Still the Right HR Dream

ldquoEmbedded HR professionals may be called generalists partners relationship

managers or business based HR Regardless of title they are assigned to work with

organizational unitshellipTheir task is to participate in the strategic planning process and

to ensure that strategies happen through organizational capabilitieshellip They are

measured by the extent to which they can help make strategies happenrdquo

David Ulrich

Professor of Business Ross School of Business

University of Michigan

copy2016 The Advisory Board Company bull advisorycom

10

But Facing the Same Set of Known Challenges

Source HR Advancement Center interviews and analysis

Role is poorly defined too

many priorities andor too

many clients

Three Common Challenges with the Business Partner Role

People hired into role may

lack strategic thinking

analytical skill set

Business partners arenrsquot able

to delegate transactional or

routine work leaving less time

for strategic work

Wrong Scope Wrong Skills Wrong Support

copy2016 The Advisory Board Company bull advisorycom

11

Source HR Advancement Center interviews and analysis

Regardless of Model Six Key Questions to Answer

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

copy2016 The Advisory Board Company bull advisorycom

12

Introducing Our Profiled Institutions

Source HR Advancement Center interviews and analysis

Philadelphia PA

516-bed tertiary care

hospital with 50+ care

locations in the

greater Philadelphia

area

12000 employees

Jan 13 1pm ET

Archived

Houston TX

7-hospital health

system in the greater

Houston area

19600 employees

4500 physicians

Jan 27 1pm ET

Archived

Charlotte NC

40 hospitals and 900

care locations across

North Carolina South

Carolina and Georgia

60000+ employees

3000+ employed

physicians

Feb 24 1pm ET

Washington DC

303-bed not-for-profit

academic medical

center

6533 employees

Feb 10 1pm ET

Archived

Headquarters

Description

Webconference

Time

Workforce

Size

copy2016 The Advisory Board Company bull advisorycom

13

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

14

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Leave of absence

Carolinasrsquo HR Department Circa 2009

Carolinasrsquo HR Organizational Chart Circa 2009

Sr Vice President

Human Resources

Vice President

Workforce

Relations

Asst Vice

President

Diversity and

Inclusion

Vice President

Workforce

Relations

Asst Vice

President

Organizational

Development

Director

Human

Resources

Vice President

HR Admin

Workforce

Management

Vice President

CompBenefits

Total Rewards

bull Employment

Policy amp

Practice

bull HR Metrics

bull Workforce

Planning

bull Employment

Compliance

bull HR Branding

bull Recruitment

bull Mergers amp

Acquisitions

bull Compensation

bull Benefits

bull HR Operations

bull LOA1

bull Records

bull HR Corporate

Compliance

bull Executive

Physician

Benefits

bull Executive

Compensation

bull Special

Projects

bull Employee

Recognition

bull Policy

Development

bull Employee

Engagement

bull Employee

Relations

(EEOC)

bull Facilities

bull Workerrsquos

Compensation

bull Regulatory

Compliance

bull Education amp

Development

bull Leadership

Development

bull Orientation

bull Performance

Management

bull Educational

Assistance

Program

bull Employee

Health

bull Service

Recognition

bull Employee

Relations

(Grievances)

bull Regional

Facilities

bull Liaison to

Managed

Facilities

copy2016 The Advisory Board Company bull advisorycom

15

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Building One Culture at Carolinas

One Team driven to make a difference

One Belief that patients are partners

One Mission advancing care together as One

One System connecting and transforming

Carolinas HealthCare System

Together As One

copy2016 The Advisory Board Company bull advisorycom

16

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinasrsquo HR Department Today

Carolinasrsquo HR Organizational Chart 2015

Vice President

Total Rewards and

HR Operations

Sr Vice President

Workforce Relations

Chief Human Resources

Officer

Asst Vice President

Exec Total Rewards

and Physician Benefits

Vice President

Workforce Management

Vice President

Learning amp Diversity

bull Compensation

Administration

bull Benefits

bull HR Operations

bull LEAN

bull Workerrsquos

Compensation

bull CHS LiveWELL

bull Education Assistance

Program

bull AcquisitionsMergers

bull Occupational Health

and Safety

bull Talent Acquisition

bull Workforce Strategy amp

Analytics

bull Workforce

Management

Operations

bull Employment

Practice amp

Compliance

bull Workforce

Authorization amp

Immigration

bull Return to Work

bull HR Corporate

Compliance

bull Teammate Engagement

bull Recognition Celebration

and Events

bull HR Policy Administration

bull Regulatory Compliance

Joint Commission

bull HR Regional Group

bull Organizational

Development amp Learning

bull Performance

Management

bull Talent Management

bull Change Management

bull Workforce Diversity

bull Teammate Resource

Groups

bull Community

Engagement

bull Organizational

Compliance

bull Teammate Education amp

Development

bull New Teammate

Onboarding

bull Leadership

Education and

Development

bull Executive

Compensation

Administration

bull Executive Physician

Benefits Administration

copy2016 The Advisory Board Company bull advisorycom

17

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Zeroing in on HR at Two Key Levels

Sr Vice President

Sr Consultants

Associate Consultants

Manager

7 Asst Vice

Presidents Directors

Each Asst Vice

President or Director

has dedicated team

Carolinas Workforce Relations Organizational Chart

copy2016 The Advisory Board Company bull advisorycom

18 Question 1

Source HR Advancement Center interviews and analysis

Where Should You Embed Business Partners

Options

System-wide

Business Unit

Business partner embedded

in system-wide function (eg

clinical service line)

Geographic-based

Business Unit

Business partner embedded

in operations in a region

or facility

copy2016 The Advisory Board Company bull advisorycom

19 Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Executive BPs Aligned by Carolinas Divisions

Scope

Primary

Client(s)

Total FTEs

Central SouthEast

8200 1000 6000

Medical

Group

2400

Cleveland

County

Corporate

Services

Facility

Executive

Teams

11400

Facility

Executive

Teams

Facility

Executive

Team Executives Executives

South

2300

Facility

Executive

Teams

NorthEast

5500

Facility

Executive

Teams

copy2016 The Advisory Board Company bull advisorycom

20

Four Sr Consultants for the Central Division

Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Aligned by Local Service Line

Scope

Primary

Client(s)

Total FTEs

bull Surgical Services

bull Nursing

Administration

bull Endoscopy

bull RadiologyImaging

bull Pharmacy

bull Lab

bull Plant Ops

bull EVS

Nursing

bull Neurology

bull Cardiac

bull Medical

bull Womenrsquos

Health

bull Oncology

bull Security

bull Levine Childrenrsquos

Hospital

bull Emergency

Services

AVPs Directors

Managers

1812 1841 1025

bull Sanger Heart amp

Vascular Institute

bull Patient Registration

bull Patient Transport

bull Physical Therapy

bull Respiratory

Therapy

bull Clinical Case

Management

1241

AVPs Directors

Managers

AVPs Directors

Managers

AVPs Directors

Managers

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 5: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

Build the Right HR Business Partner Model

for Your Organization Part 4

HR Advancement Center

Kate Vonderhaar

Senior Consultant

vonderhkadvisorycom

copy2016 The Advisory Board Company bull advisorycom

6

An Essential Leap from Extractive Growth to Value-Based Growth

Source Health Care Advisory Board interviews and analysis

The New Rules of Competition in Health Care

Health System Strategy

Value-Based Growth

Grow by being better

Leverage cost quality service

advantage to attract key

decision-makers

Performance Metrics

Extractive Growth

Grow by being bigger

Leverage market dominance to secure

prime pricing network status

Performance Metrics

bullDischarges

bullService line share

bullFee-for-service

revenue

bullPricing growth

bullOccupancy rate

bullProcess quality

bullShare of lives

bullGeographic reach

bullRisk-based

revenue

bullShare of wallet

bullOutcomes quality

bullTotal cost of care

copy2016 The Advisory Board Company bull advisorycom

7

Source Health Leaders Media ldquoThe Clinical Strategy for Financial Health Care Redesign and Standardizationrdquo

httpcontenthcprocompdfcontent304111pdf HR Advancement Center interviews and analysis

1) Executive goals

No Shelter from the Cost-Cutting Storm

8

14

59

19

Three-Year Operating Cost Reduction Goals1

n=291

3-4

Reduction

0-2

Reduction

More

than 10

Reduction

5-10

Reduction

copy2016 The Advisory Board Company bull advisorycom

8

HR Serving a Growing Range of Clients

Source HR Advancement Center interviews and analysis

Breadth of Corporate HR Function

Flagship Hospital

with Established

HR Presence

Recent Acquisitions

with Unique HR

Structures

Home Health

Agency

Diagnostic

Imaging Center

Retail Clinic

Acquired

Hospital

Physician

Practices

Research

Institute

copy2016 The Advisory Board Company bull advisorycom

9

True in 2007 True Now

Source Ulrich D ldquoHR Dreams HRrsquos Journey to Deliver Valuerdquo 2007

available at httpwwwrblnetdownloablesarticleshr_dreams_ ulrichpdf

HR Advancement Center interviews and analysis

Still the Right HR Dream

ldquoEmbedded HR professionals may be called generalists partners relationship

managers or business based HR Regardless of title they are assigned to work with

organizational unitshellipTheir task is to participate in the strategic planning process and

to ensure that strategies happen through organizational capabilitieshellip They are

measured by the extent to which they can help make strategies happenrdquo

David Ulrich

Professor of Business Ross School of Business

University of Michigan

copy2016 The Advisory Board Company bull advisorycom

10

But Facing the Same Set of Known Challenges

Source HR Advancement Center interviews and analysis

Role is poorly defined too

many priorities andor too

many clients

Three Common Challenges with the Business Partner Role

People hired into role may

lack strategic thinking

analytical skill set

Business partners arenrsquot able

to delegate transactional or

routine work leaving less time

for strategic work

Wrong Scope Wrong Skills Wrong Support

copy2016 The Advisory Board Company bull advisorycom

11

Source HR Advancement Center interviews and analysis

Regardless of Model Six Key Questions to Answer

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

copy2016 The Advisory Board Company bull advisorycom

12

Introducing Our Profiled Institutions

Source HR Advancement Center interviews and analysis

Philadelphia PA

516-bed tertiary care

hospital with 50+ care

locations in the

greater Philadelphia

area

12000 employees

Jan 13 1pm ET

Archived

Houston TX

7-hospital health

system in the greater

Houston area

19600 employees

4500 physicians

Jan 27 1pm ET

Archived

Charlotte NC

40 hospitals and 900

care locations across

North Carolina South

Carolina and Georgia

60000+ employees

3000+ employed

physicians

Feb 24 1pm ET

Washington DC

303-bed not-for-profit

academic medical

center

6533 employees

Feb 10 1pm ET

Archived

Headquarters

Description

Webconference

Time

Workforce

Size

copy2016 The Advisory Board Company bull advisorycom

13

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

14

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Leave of absence

Carolinasrsquo HR Department Circa 2009

Carolinasrsquo HR Organizational Chart Circa 2009

Sr Vice President

Human Resources

Vice President

Workforce

Relations

Asst Vice

President

Diversity and

Inclusion

Vice President

Workforce

Relations

Asst Vice

President

Organizational

Development

Director

Human

Resources

Vice President

HR Admin

Workforce

Management

Vice President

CompBenefits

Total Rewards

bull Employment

Policy amp

Practice

bull HR Metrics

bull Workforce

Planning

bull Employment

Compliance

bull HR Branding

bull Recruitment

bull Mergers amp

Acquisitions

bull Compensation

bull Benefits

bull HR Operations

bull LOA1

bull Records

bull HR Corporate

Compliance

bull Executive

Physician

Benefits

bull Executive

Compensation

bull Special

Projects

bull Employee

Recognition

bull Policy

Development

bull Employee

Engagement

bull Employee

Relations

(EEOC)

bull Facilities

bull Workerrsquos

Compensation

bull Regulatory

Compliance

bull Education amp

Development

bull Leadership

Development

bull Orientation

bull Performance

Management

bull Educational

Assistance

Program

bull Employee

Health

bull Service

Recognition

bull Employee

Relations

(Grievances)

bull Regional

Facilities

bull Liaison to

Managed

Facilities

copy2016 The Advisory Board Company bull advisorycom

15

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Building One Culture at Carolinas

One Team driven to make a difference

One Belief that patients are partners

One Mission advancing care together as One

One System connecting and transforming

Carolinas HealthCare System

Together As One

copy2016 The Advisory Board Company bull advisorycom

16

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinasrsquo HR Department Today

Carolinasrsquo HR Organizational Chart 2015

Vice President

Total Rewards and

HR Operations

Sr Vice President

Workforce Relations

Chief Human Resources

Officer

Asst Vice President

Exec Total Rewards

and Physician Benefits

Vice President

Workforce Management

Vice President

Learning amp Diversity

bull Compensation

Administration

bull Benefits

bull HR Operations

bull LEAN

bull Workerrsquos

Compensation

bull CHS LiveWELL

bull Education Assistance

Program

bull AcquisitionsMergers

bull Occupational Health

and Safety

bull Talent Acquisition

bull Workforce Strategy amp

Analytics

bull Workforce

Management

Operations

bull Employment

Practice amp

Compliance

bull Workforce

Authorization amp

Immigration

bull Return to Work

bull HR Corporate

Compliance

bull Teammate Engagement

bull Recognition Celebration

and Events

bull HR Policy Administration

bull Regulatory Compliance

Joint Commission

bull HR Regional Group

bull Organizational

Development amp Learning

bull Performance

Management

bull Talent Management

bull Change Management

bull Workforce Diversity

bull Teammate Resource

Groups

bull Community

Engagement

bull Organizational

Compliance

bull Teammate Education amp

Development

bull New Teammate

Onboarding

bull Leadership

Education and

Development

bull Executive

Compensation

Administration

bull Executive Physician

Benefits Administration

copy2016 The Advisory Board Company bull advisorycom

17

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Zeroing in on HR at Two Key Levels

Sr Vice President

Sr Consultants

Associate Consultants

Manager

7 Asst Vice

Presidents Directors

Each Asst Vice

President or Director

has dedicated team

Carolinas Workforce Relations Organizational Chart

copy2016 The Advisory Board Company bull advisorycom

18 Question 1

Source HR Advancement Center interviews and analysis

Where Should You Embed Business Partners

Options

System-wide

Business Unit

Business partner embedded

in system-wide function (eg

clinical service line)

Geographic-based

Business Unit

Business partner embedded

in operations in a region

or facility

copy2016 The Advisory Board Company bull advisorycom

19 Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Executive BPs Aligned by Carolinas Divisions

Scope

Primary

Client(s)

Total FTEs

Central SouthEast

8200 1000 6000

Medical

Group

2400

Cleveland

County

Corporate

Services

Facility

Executive

Teams

11400

Facility

Executive

Teams

Facility

Executive

Team Executives Executives

South

2300

Facility

Executive

Teams

NorthEast

5500

Facility

Executive

Teams

copy2016 The Advisory Board Company bull advisorycom

20

Four Sr Consultants for the Central Division

Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Aligned by Local Service Line

Scope

Primary

Client(s)

Total FTEs

bull Surgical Services

bull Nursing

Administration

bull Endoscopy

bull RadiologyImaging

bull Pharmacy

bull Lab

bull Plant Ops

bull EVS

Nursing

bull Neurology

bull Cardiac

bull Medical

bull Womenrsquos

Health

bull Oncology

bull Security

bull Levine Childrenrsquos

Hospital

bull Emergency

Services

AVPs Directors

Managers

1812 1841 1025

bull Sanger Heart amp

Vascular Institute

bull Patient Registration

bull Patient Transport

bull Physical Therapy

bull Respiratory

Therapy

bull Clinical Case

Management

1241

AVPs Directors

Managers

AVPs Directors

Managers

AVPs Directors

Managers

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 6: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

6

An Essential Leap from Extractive Growth to Value-Based Growth

Source Health Care Advisory Board interviews and analysis

The New Rules of Competition in Health Care

Health System Strategy

Value-Based Growth

Grow by being better

Leverage cost quality service

advantage to attract key

decision-makers

Performance Metrics

Extractive Growth

Grow by being bigger

Leverage market dominance to secure

prime pricing network status

Performance Metrics

bullDischarges

bullService line share

bullFee-for-service

revenue

bullPricing growth

bullOccupancy rate

bullProcess quality

bullShare of lives

bullGeographic reach

bullRisk-based

revenue

bullShare of wallet

bullOutcomes quality

bullTotal cost of care

copy2016 The Advisory Board Company bull advisorycom

7

Source Health Leaders Media ldquoThe Clinical Strategy for Financial Health Care Redesign and Standardizationrdquo

httpcontenthcprocompdfcontent304111pdf HR Advancement Center interviews and analysis

1) Executive goals

No Shelter from the Cost-Cutting Storm

8

14

59

19

Three-Year Operating Cost Reduction Goals1

n=291

3-4

Reduction

0-2

Reduction

More

than 10

Reduction

5-10

Reduction

copy2016 The Advisory Board Company bull advisorycom

8

HR Serving a Growing Range of Clients

Source HR Advancement Center interviews and analysis

Breadth of Corporate HR Function

Flagship Hospital

with Established

HR Presence

Recent Acquisitions

with Unique HR

Structures

Home Health

Agency

Diagnostic

Imaging Center

Retail Clinic

Acquired

Hospital

Physician

Practices

Research

Institute

copy2016 The Advisory Board Company bull advisorycom

9

True in 2007 True Now

Source Ulrich D ldquoHR Dreams HRrsquos Journey to Deliver Valuerdquo 2007

available at httpwwwrblnetdownloablesarticleshr_dreams_ ulrichpdf

HR Advancement Center interviews and analysis

Still the Right HR Dream

ldquoEmbedded HR professionals may be called generalists partners relationship

managers or business based HR Regardless of title they are assigned to work with

organizational unitshellipTheir task is to participate in the strategic planning process and

to ensure that strategies happen through organizational capabilitieshellip They are

measured by the extent to which they can help make strategies happenrdquo

David Ulrich

Professor of Business Ross School of Business

University of Michigan

copy2016 The Advisory Board Company bull advisorycom

10

But Facing the Same Set of Known Challenges

Source HR Advancement Center interviews and analysis

Role is poorly defined too

many priorities andor too

many clients

Three Common Challenges with the Business Partner Role

People hired into role may

lack strategic thinking

analytical skill set

Business partners arenrsquot able

to delegate transactional or

routine work leaving less time

for strategic work

Wrong Scope Wrong Skills Wrong Support

copy2016 The Advisory Board Company bull advisorycom

11

Source HR Advancement Center interviews and analysis

Regardless of Model Six Key Questions to Answer

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

copy2016 The Advisory Board Company bull advisorycom

12

Introducing Our Profiled Institutions

Source HR Advancement Center interviews and analysis

Philadelphia PA

516-bed tertiary care

hospital with 50+ care

locations in the

greater Philadelphia

area

12000 employees

Jan 13 1pm ET

Archived

Houston TX

7-hospital health

system in the greater

Houston area

19600 employees

4500 physicians

Jan 27 1pm ET

Archived

Charlotte NC

40 hospitals and 900

care locations across

North Carolina South

Carolina and Georgia

60000+ employees

3000+ employed

physicians

Feb 24 1pm ET

Washington DC

303-bed not-for-profit

academic medical

center

6533 employees

Feb 10 1pm ET

Archived

Headquarters

Description

Webconference

Time

Workforce

Size

copy2016 The Advisory Board Company bull advisorycom

13

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

14

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Leave of absence

Carolinasrsquo HR Department Circa 2009

Carolinasrsquo HR Organizational Chart Circa 2009

Sr Vice President

Human Resources

Vice President

Workforce

Relations

Asst Vice

President

Diversity and

Inclusion

Vice President

Workforce

Relations

Asst Vice

President

Organizational

Development

Director

Human

Resources

Vice President

HR Admin

Workforce

Management

Vice President

CompBenefits

Total Rewards

bull Employment

Policy amp

Practice

bull HR Metrics

bull Workforce

Planning

bull Employment

Compliance

bull HR Branding

bull Recruitment

bull Mergers amp

Acquisitions

bull Compensation

bull Benefits

bull HR Operations

bull LOA1

bull Records

bull HR Corporate

Compliance

bull Executive

Physician

Benefits

bull Executive

Compensation

bull Special

Projects

bull Employee

Recognition

bull Policy

Development

bull Employee

Engagement

bull Employee

Relations

(EEOC)

bull Facilities

bull Workerrsquos

Compensation

bull Regulatory

Compliance

bull Education amp

Development

bull Leadership

Development

bull Orientation

bull Performance

Management

bull Educational

Assistance

Program

bull Employee

Health

bull Service

Recognition

bull Employee

Relations

(Grievances)

bull Regional

Facilities

bull Liaison to

Managed

Facilities

copy2016 The Advisory Board Company bull advisorycom

15

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Building One Culture at Carolinas

One Team driven to make a difference

One Belief that patients are partners

One Mission advancing care together as One

One System connecting and transforming

Carolinas HealthCare System

Together As One

copy2016 The Advisory Board Company bull advisorycom

16

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinasrsquo HR Department Today

Carolinasrsquo HR Organizational Chart 2015

Vice President

Total Rewards and

HR Operations

Sr Vice President

Workforce Relations

Chief Human Resources

Officer

Asst Vice President

Exec Total Rewards

and Physician Benefits

Vice President

Workforce Management

Vice President

Learning amp Diversity

bull Compensation

Administration

bull Benefits

bull HR Operations

bull LEAN

bull Workerrsquos

Compensation

bull CHS LiveWELL

bull Education Assistance

Program

bull AcquisitionsMergers

bull Occupational Health

and Safety

bull Talent Acquisition

bull Workforce Strategy amp

Analytics

bull Workforce

Management

Operations

bull Employment

Practice amp

Compliance

bull Workforce

Authorization amp

Immigration

bull Return to Work

bull HR Corporate

Compliance

bull Teammate Engagement

bull Recognition Celebration

and Events

bull HR Policy Administration

bull Regulatory Compliance

Joint Commission

bull HR Regional Group

bull Organizational

Development amp Learning

bull Performance

Management

bull Talent Management

bull Change Management

bull Workforce Diversity

bull Teammate Resource

Groups

bull Community

Engagement

bull Organizational

Compliance

bull Teammate Education amp

Development

bull New Teammate

Onboarding

bull Leadership

Education and

Development

bull Executive

Compensation

Administration

bull Executive Physician

Benefits Administration

copy2016 The Advisory Board Company bull advisorycom

17

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Zeroing in on HR at Two Key Levels

Sr Vice President

Sr Consultants

Associate Consultants

Manager

7 Asst Vice

Presidents Directors

Each Asst Vice

President or Director

has dedicated team

Carolinas Workforce Relations Organizational Chart

copy2016 The Advisory Board Company bull advisorycom

18 Question 1

Source HR Advancement Center interviews and analysis

Where Should You Embed Business Partners

Options

System-wide

Business Unit

Business partner embedded

in system-wide function (eg

clinical service line)

Geographic-based

Business Unit

Business partner embedded

in operations in a region

or facility

copy2016 The Advisory Board Company bull advisorycom

19 Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Executive BPs Aligned by Carolinas Divisions

Scope

Primary

Client(s)

Total FTEs

Central SouthEast

8200 1000 6000

Medical

Group

2400

Cleveland

County

Corporate

Services

Facility

Executive

Teams

11400

Facility

Executive

Teams

Facility

Executive

Team Executives Executives

South

2300

Facility

Executive

Teams

NorthEast

5500

Facility

Executive

Teams

copy2016 The Advisory Board Company bull advisorycom

20

Four Sr Consultants for the Central Division

Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Aligned by Local Service Line

Scope

Primary

Client(s)

Total FTEs

bull Surgical Services

bull Nursing

Administration

bull Endoscopy

bull RadiologyImaging

bull Pharmacy

bull Lab

bull Plant Ops

bull EVS

Nursing

bull Neurology

bull Cardiac

bull Medical

bull Womenrsquos

Health

bull Oncology

bull Security

bull Levine Childrenrsquos

Hospital

bull Emergency

Services

AVPs Directors

Managers

1812 1841 1025

bull Sanger Heart amp

Vascular Institute

bull Patient Registration

bull Patient Transport

bull Physical Therapy

bull Respiratory

Therapy

bull Clinical Case

Management

1241

AVPs Directors

Managers

AVPs Directors

Managers

AVPs Directors

Managers

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 7: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

7

Source Health Leaders Media ldquoThe Clinical Strategy for Financial Health Care Redesign and Standardizationrdquo

httpcontenthcprocompdfcontent304111pdf HR Advancement Center interviews and analysis

1) Executive goals

No Shelter from the Cost-Cutting Storm

8

14

59

19

Three-Year Operating Cost Reduction Goals1

n=291

3-4

Reduction

0-2

Reduction

More

than 10

Reduction

5-10

Reduction

copy2016 The Advisory Board Company bull advisorycom

8

HR Serving a Growing Range of Clients

Source HR Advancement Center interviews and analysis

Breadth of Corporate HR Function

Flagship Hospital

with Established

HR Presence

Recent Acquisitions

with Unique HR

Structures

Home Health

Agency

Diagnostic

Imaging Center

Retail Clinic

Acquired

Hospital

Physician

Practices

Research

Institute

copy2016 The Advisory Board Company bull advisorycom

9

True in 2007 True Now

Source Ulrich D ldquoHR Dreams HRrsquos Journey to Deliver Valuerdquo 2007

available at httpwwwrblnetdownloablesarticleshr_dreams_ ulrichpdf

HR Advancement Center interviews and analysis

Still the Right HR Dream

ldquoEmbedded HR professionals may be called generalists partners relationship

managers or business based HR Regardless of title they are assigned to work with

organizational unitshellipTheir task is to participate in the strategic planning process and

to ensure that strategies happen through organizational capabilitieshellip They are

measured by the extent to which they can help make strategies happenrdquo

David Ulrich

Professor of Business Ross School of Business

University of Michigan

copy2016 The Advisory Board Company bull advisorycom

10

But Facing the Same Set of Known Challenges

Source HR Advancement Center interviews and analysis

Role is poorly defined too

many priorities andor too

many clients

Three Common Challenges with the Business Partner Role

People hired into role may

lack strategic thinking

analytical skill set

Business partners arenrsquot able

to delegate transactional or

routine work leaving less time

for strategic work

Wrong Scope Wrong Skills Wrong Support

copy2016 The Advisory Board Company bull advisorycom

11

Source HR Advancement Center interviews and analysis

Regardless of Model Six Key Questions to Answer

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

copy2016 The Advisory Board Company bull advisorycom

12

Introducing Our Profiled Institutions

Source HR Advancement Center interviews and analysis

Philadelphia PA

516-bed tertiary care

hospital with 50+ care

locations in the

greater Philadelphia

area

12000 employees

Jan 13 1pm ET

Archived

Houston TX

7-hospital health

system in the greater

Houston area

19600 employees

4500 physicians

Jan 27 1pm ET

Archived

Charlotte NC

40 hospitals and 900

care locations across

North Carolina South

Carolina and Georgia

60000+ employees

3000+ employed

physicians

Feb 24 1pm ET

Washington DC

303-bed not-for-profit

academic medical

center

6533 employees

Feb 10 1pm ET

Archived

Headquarters

Description

Webconference

Time

Workforce

Size

copy2016 The Advisory Board Company bull advisorycom

13

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

14

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Leave of absence

Carolinasrsquo HR Department Circa 2009

Carolinasrsquo HR Organizational Chart Circa 2009

Sr Vice President

Human Resources

Vice President

Workforce

Relations

Asst Vice

President

Diversity and

Inclusion

Vice President

Workforce

Relations

Asst Vice

President

Organizational

Development

Director

Human

Resources

Vice President

HR Admin

Workforce

Management

Vice President

CompBenefits

Total Rewards

bull Employment

Policy amp

Practice

bull HR Metrics

bull Workforce

Planning

bull Employment

Compliance

bull HR Branding

bull Recruitment

bull Mergers amp

Acquisitions

bull Compensation

bull Benefits

bull HR Operations

bull LOA1

bull Records

bull HR Corporate

Compliance

bull Executive

Physician

Benefits

bull Executive

Compensation

bull Special

Projects

bull Employee

Recognition

bull Policy

Development

bull Employee

Engagement

bull Employee

Relations

(EEOC)

bull Facilities

bull Workerrsquos

Compensation

bull Regulatory

Compliance

bull Education amp

Development

bull Leadership

Development

bull Orientation

bull Performance

Management

bull Educational

Assistance

Program

bull Employee

Health

bull Service

Recognition

bull Employee

Relations

(Grievances)

bull Regional

Facilities

bull Liaison to

Managed

Facilities

copy2016 The Advisory Board Company bull advisorycom

15

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Building One Culture at Carolinas

One Team driven to make a difference

One Belief that patients are partners

One Mission advancing care together as One

One System connecting and transforming

Carolinas HealthCare System

Together As One

copy2016 The Advisory Board Company bull advisorycom

16

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinasrsquo HR Department Today

Carolinasrsquo HR Organizational Chart 2015

Vice President

Total Rewards and

HR Operations

Sr Vice President

Workforce Relations

Chief Human Resources

Officer

Asst Vice President

Exec Total Rewards

and Physician Benefits

Vice President

Workforce Management

Vice President

Learning amp Diversity

bull Compensation

Administration

bull Benefits

bull HR Operations

bull LEAN

bull Workerrsquos

Compensation

bull CHS LiveWELL

bull Education Assistance

Program

bull AcquisitionsMergers

bull Occupational Health

and Safety

bull Talent Acquisition

bull Workforce Strategy amp

Analytics

bull Workforce

Management

Operations

bull Employment

Practice amp

Compliance

bull Workforce

Authorization amp

Immigration

bull Return to Work

bull HR Corporate

Compliance

bull Teammate Engagement

bull Recognition Celebration

and Events

bull HR Policy Administration

bull Regulatory Compliance

Joint Commission

bull HR Regional Group

bull Organizational

Development amp Learning

bull Performance

Management

bull Talent Management

bull Change Management

bull Workforce Diversity

bull Teammate Resource

Groups

bull Community

Engagement

bull Organizational

Compliance

bull Teammate Education amp

Development

bull New Teammate

Onboarding

bull Leadership

Education and

Development

bull Executive

Compensation

Administration

bull Executive Physician

Benefits Administration

copy2016 The Advisory Board Company bull advisorycom

17

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Zeroing in on HR at Two Key Levels

Sr Vice President

Sr Consultants

Associate Consultants

Manager

7 Asst Vice

Presidents Directors

Each Asst Vice

President or Director

has dedicated team

Carolinas Workforce Relations Organizational Chart

copy2016 The Advisory Board Company bull advisorycom

18 Question 1

Source HR Advancement Center interviews and analysis

Where Should You Embed Business Partners

Options

System-wide

Business Unit

Business partner embedded

in system-wide function (eg

clinical service line)

Geographic-based

Business Unit

Business partner embedded

in operations in a region

or facility

copy2016 The Advisory Board Company bull advisorycom

19 Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Executive BPs Aligned by Carolinas Divisions

Scope

Primary

Client(s)

Total FTEs

Central SouthEast

8200 1000 6000

Medical

Group

2400

Cleveland

County

Corporate

Services

Facility

Executive

Teams

11400

Facility

Executive

Teams

Facility

Executive

Team Executives Executives

South

2300

Facility

Executive

Teams

NorthEast

5500

Facility

Executive

Teams

copy2016 The Advisory Board Company bull advisorycom

20

Four Sr Consultants for the Central Division

Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Aligned by Local Service Line

Scope

Primary

Client(s)

Total FTEs

bull Surgical Services

bull Nursing

Administration

bull Endoscopy

bull RadiologyImaging

bull Pharmacy

bull Lab

bull Plant Ops

bull EVS

Nursing

bull Neurology

bull Cardiac

bull Medical

bull Womenrsquos

Health

bull Oncology

bull Security

bull Levine Childrenrsquos

Hospital

bull Emergency

Services

AVPs Directors

Managers

1812 1841 1025

bull Sanger Heart amp

Vascular Institute

bull Patient Registration

bull Patient Transport

bull Physical Therapy

bull Respiratory

Therapy

bull Clinical Case

Management

1241

AVPs Directors

Managers

AVPs Directors

Managers

AVPs Directors

Managers

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 8: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

8

HR Serving a Growing Range of Clients

Source HR Advancement Center interviews and analysis

Breadth of Corporate HR Function

Flagship Hospital

with Established

HR Presence

Recent Acquisitions

with Unique HR

Structures

Home Health

Agency

Diagnostic

Imaging Center

Retail Clinic

Acquired

Hospital

Physician

Practices

Research

Institute

copy2016 The Advisory Board Company bull advisorycom

9

True in 2007 True Now

Source Ulrich D ldquoHR Dreams HRrsquos Journey to Deliver Valuerdquo 2007

available at httpwwwrblnetdownloablesarticleshr_dreams_ ulrichpdf

HR Advancement Center interviews and analysis

Still the Right HR Dream

ldquoEmbedded HR professionals may be called generalists partners relationship

managers or business based HR Regardless of title they are assigned to work with

organizational unitshellipTheir task is to participate in the strategic planning process and

to ensure that strategies happen through organizational capabilitieshellip They are

measured by the extent to which they can help make strategies happenrdquo

David Ulrich

Professor of Business Ross School of Business

University of Michigan

copy2016 The Advisory Board Company bull advisorycom

10

But Facing the Same Set of Known Challenges

Source HR Advancement Center interviews and analysis

Role is poorly defined too

many priorities andor too

many clients

Three Common Challenges with the Business Partner Role

People hired into role may

lack strategic thinking

analytical skill set

Business partners arenrsquot able

to delegate transactional or

routine work leaving less time

for strategic work

Wrong Scope Wrong Skills Wrong Support

copy2016 The Advisory Board Company bull advisorycom

11

Source HR Advancement Center interviews and analysis

Regardless of Model Six Key Questions to Answer

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

copy2016 The Advisory Board Company bull advisorycom

12

Introducing Our Profiled Institutions

Source HR Advancement Center interviews and analysis

Philadelphia PA

516-bed tertiary care

hospital with 50+ care

locations in the

greater Philadelphia

area

12000 employees

Jan 13 1pm ET

Archived

Houston TX

7-hospital health

system in the greater

Houston area

19600 employees

4500 physicians

Jan 27 1pm ET

Archived

Charlotte NC

40 hospitals and 900

care locations across

North Carolina South

Carolina and Georgia

60000+ employees

3000+ employed

physicians

Feb 24 1pm ET

Washington DC

303-bed not-for-profit

academic medical

center

6533 employees

Feb 10 1pm ET

Archived

Headquarters

Description

Webconference

Time

Workforce

Size

copy2016 The Advisory Board Company bull advisorycom

13

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

14

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Leave of absence

Carolinasrsquo HR Department Circa 2009

Carolinasrsquo HR Organizational Chart Circa 2009

Sr Vice President

Human Resources

Vice President

Workforce

Relations

Asst Vice

President

Diversity and

Inclusion

Vice President

Workforce

Relations

Asst Vice

President

Organizational

Development

Director

Human

Resources

Vice President

HR Admin

Workforce

Management

Vice President

CompBenefits

Total Rewards

bull Employment

Policy amp

Practice

bull HR Metrics

bull Workforce

Planning

bull Employment

Compliance

bull HR Branding

bull Recruitment

bull Mergers amp

Acquisitions

bull Compensation

bull Benefits

bull HR Operations

bull LOA1

bull Records

bull HR Corporate

Compliance

bull Executive

Physician

Benefits

bull Executive

Compensation

bull Special

Projects

bull Employee

Recognition

bull Policy

Development

bull Employee

Engagement

bull Employee

Relations

(EEOC)

bull Facilities

bull Workerrsquos

Compensation

bull Regulatory

Compliance

bull Education amp

Development

bull Leadership

Development

bull Orientation

bull Performance

Management

bull Educational

Assistance

Program

bull Employee

Health

bull Service

Recognition

bull Employee

Relations

(Grievances)

bull Regional

Facilities

bull Liaison to

Managed

Facilities

copy2016 The Advisory Board Company bull advisorycom

15

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Building One Culture at Carolinas

One Team driven to make a difference

One Belief that patients are partners

One Mission advancing care together as One

One System connecting and transforming

Carolinas HealthCare System

Together As One

copy2016 The Advisory Board Company bull advisorycom

16

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinasrsquo HR Department Today

Carolinasrsquo HR Organizational Chart 2015

Vice President

Total Rewards and

HR Operations

Sr Vice President

Workforce Relations

Chief Human Resources

Officer

Asst Vice President

Exec Total Rewards

and Physician Benefits

Vice President

Workforce Management

Vice President

Learning amp Diversity

bull Compensation

Administration

bull Benefits

bull HR Operations

bull LEAN

bull Workerrsquos

Compensation

bull CHS LiveWELL

bull Education Assistance

Program

bull AcquisitionsMergers

bull Occupational Health

and Safety

bull Talent Acquisition

bull Workforce Strategy amp

Analytics

bull Workforce

Management

Operations

bull Employment

Practice amp

Compliance

bull Workforce

Authorization amp

Immigration

bull Return to Work

bull HR Corporate

Compliance

bull Teammate Engagement

bull Recognition Celebration

and Events

bull HR Policy Administration

bull Regulatory Compliance

Joint Commission

bull HR Regional Group

bull Organizational

Development amp Learning

bull Performance

Management

bull Talent Management

bull Change Management

bull Workforce Diversity

bull Teammate Resource

Groups

bull Community

Engagement

bull Organizational

Compliance

bull Teammate Education amp

Development

bull New Teammate

Onboarding

bull Leadership

Education and

Development

bull Executive

Compensation

Administration

bull Executive Physician

Benefits Administration

copy2016 The Advisory Board Company bull advisorycom

17

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Zeroing in on HR at Two Key Levels

Sr Vice President

Sr Consultants

Associate Consultants

Manager

7 Asst Vice

Presidents Directors

Each Asst Vice

President or Director

has dedicated team

Carolinas Workforce Relations Organizational Chart

copy2016 The Advisory Board Company bull advisorycom

18 Question 1

Source HR Advancement Center interviews and analysis

Where Should You Embed Business Partners

Options

System-wide

Business Unit

Business partner embedded

in system-wide function (eg

clinical service line)

Geographic-based

Business Unit

Business partner embedded

in operations in a region

or facility

copy2016 The Advisory Board Company bull advisorycom

19 Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Executive BPs Aligned by Carolinas Divisions

Scope

Primary

Client(s)

Total FTEs

Central SouthEast

8200 1000 6000

Medical

Group

2400

Cleveland

County

Corporate

Services

Facility

Executive

Teams

11400

Facility

Executive

Teams

Facility

Executive

Team Executives Executives

South

2300

Facility

Executive

Teams

NorthEast

5500

Facility

Executive

Teams

copy2016 The Advisory Board Company bull advisorycom

20

Four Sr Consultants for the Central Division

Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Aligned by Local Service Line

Scope

Primary

Client(s)

Total FTEs

bull Surgical Services

bull Nursing

Administration

bull Endoscopy

bull RadiologyImaging

bull Pharmacy

bull Lab

bull Plant Ops

bull EVS

Nursing

bull Neurology

bull Cardiac

bull Medical

bull Womenrsquos

Health

bull Oncology

bull Security

bull Levine Childrenrsquos

Hospital

bull Emergency

Services

AVPs Directors

Managers

1812 1841 1025

bull Sanger Heart amp

Vascular Institute

bull Patient Registration

bull Patient Transport

bull Physical Therapy

bull Respiratory

Therapy

bull Clinical Case

Management

1241

AVPs Directors

Managers

AVPs Directors

Managers

AVPs Directors

Managers

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 9: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

9

True in 2007 True Now

Source Ulrich D ldquoHR Dreams HRrsquos Journey to Deliver Valuerdquo 2007

available at httpwwwrblnetdownloablesarticleshr_dreams_ ulrichpdf

HR Advancement Center interviews and analysis

Still the Right HR Dream

ldquoEmbedded HR professionals may be called generalists partners relationship

managers or business based HR Regardless of title they are assigned to work with

organizational unitshellipTheir task is to participate in the strategic planning process and

to ensure that strategies happen through organizational capabilitieshellip They are

measured by the extent to which they can help make strategies happenrdquo

David Ulrich

Professor of Business Ross School of Business

University of Michigan

copy2016 The Advisory Board Company bull advisorycom

10

But Facing the Same Set of Known Challenges

Source HR Advancement Center interviews and analysis

Role is poorly defined too

many priorities andor too

many clients

Three Common Challenges with the Business Partner Role

People hired into role may

lack strategic thinking

analytical skill set

Business partners arenrsquot able

to delegate transactional or

routine work leaving less time

for strategic work

Wrong Scope Wrong Skills Wrong Support

copy2016 The Advisory Board Company bull advisorycom

11

Source HR Advancement Center interviews and analysis

Regardless of Model Six Key Questions to Answer

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

copy2016 The Advisory Board Company bull advisorycom

12

Introducing Our Profiled Institutions

Source HR Advancement Center interviews and analysis

Philadelphia PA

516-bed tertiary care

hospital with 50+ care

locations in the

greater Philadelphia

area

12000 employees

Jan 13 1pm ET

Archived

Houston TX

7-hospital health

system in the greater

Houston area

19600 employees

4500 physicians

Jan 27 1pm ET

Archived

Charlotte NC

40 hospitals and 900

care locations across

North Carolina South

Carolina and Georgia

60000+ employees

3000+ employed

physicians

Feb 24 1pm ET

Washington DC

303-bed not-for-profit

academic medical

center

6533 employees

Feb 10 1pm ET

Archived

Headquarters

Description

Webconference

Time

Workforce

Size

copy2016 The Advisory Board Company bull advisorycom

13

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

14

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Leave of absence

Carolinasrsquo HR Department Circa 2009

Carolinasrsquo HR Organizational Chart Circa 2009

Sr Vice President

Human Resources

Vice President

Workforce

Relations

Asst Vice

President

Diversity and

Inclusion

Vice President

Workforce

Relations

Asst Vice

President

Organizational

Development

Director

Human

Resources

Vice President

HR Admin

Workforce

Management

Vice President

CompBenefits

Total Rewards

bull Employment

Policy amp

Practice

bull HR Metrics

bull Workforce

Planning

bull Employment

Compliance

bull HR Branding

bull Recruitment

bull Mergers amp

Acquisitions

bull Compensation

bull Benefits

bull HR Operations

bull LOA1

bull Records

bull HR Corporate

Compliance

bull Executive

Physician

Benefits

bull Executive

Compensation

bull Special

Projects

bull Employee

Recognition

bull Policy

Development

bull Employee

Engagement

bull Employee

Relations

(EEOC)

bull Facilities

bull Workerrsquos

Compensation

bull Regulatory

Compliance

bull Education amp

Development

bull Leadership

Development

bull Orientation

bull Performance

Management

bull Educational

Assistance

Program

bull Employee

Health

bull Service

Recognition

bull Employee

Relations

(Grievances)

bull Regional

Facilities

bull Liaison to

Managed

Facilities

copy2016 The Advisory Board Company bull advisorycom

15

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Building One Culture at Carolinas

One Team driven to make a difference

One Belief that patients are partners

One Mission advancing care together as One

One System connecting and transforming

Carolinas HealthCare System

Together As One

copy2016 The Advisory Board Company bull advisorycom

16

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinasrsquo HR Department Today

Carolinasrsquo HR Organizational Chart 2015

Vice President

Total Rewards and

HR Operations

Sr Vice President

Workforce Relations

Chief Human Resources

Officer

Asst Vice President

Exec Total Rewards

and Physician Benefits

Vice President

Workforce Management

Vice President

Learning amp Diversity

bull Compensation

Administration

bull Benefits

bull HR Operations

bull LEAN

bull Workerrsquos

Compensation

bull CHS LiveWELL

bull Education Assistance

Program

bull AcquisitionsMergers

bull Occupational Health

and Safety

bull Talent Acquisition

bull Workforce Strategy amp

Analytics

bull Workforce

Management

Operations

bull Employment

Practice amp

Compliance

bull Workforce

Authorization amp

Immigration

bull Return to Work

bull HR Corporate

Compliance

bull Teammate Engagement

bull Recognition Celebration

and Events

bull HR Policy Administration

bull Regulatory Compliance

Joint Commission

bull HR Regional Group

bull Organizational

Development amp Learning

bull Performance

Management

bull Talent Management

bull Change Management

bull Workforce Diversity

bull Teammate Resource

Groups

bull Community

Engagement

bull Organizational

Compliance

bull Teammate Education amp

Development

bull New Teammate

Onboarding

bull Leadership

Education and

Development

bull Executive

Compensation

Administration

bull Executive Physician

Benefits Administration

copy2016 The Advisory Board Company bull advisorycom

17

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Zeroing in on HR at Two Key Levels

Sr Vice President

Sr Consultants

Associate Consultants

Manager

7 Asst Vice

Presidents Directors

Each Asst Vice

President or Director

has dedicated team

Carolinas Workforce Relations Organizational Chart

copy2016 The Advisory Board Company bull advisorycom

18 Question 1

Source HR Advancement Center interviews and analysis

Where Should You Embed Business Partners

Options

System-wide

Business Unit

Business partner embedded

in system-wide function (eg

clinical service line)

Geographic-based

Business Unit

Business partner embedded

in operations in a region

or facility

copy2016 The Advisory Board Company bull advisorycom

19 Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Executive BPs Aligned by Carolinas Divisions

Scope

Primary

Client(s)

Total FTEs

Central SouthEast

8200 1000 6000

Medical

Group

2400

Cleveland

County

Corporate

Services

Facility

Executive

Teams

11400

Facility

Executive

Teams

Facility

Executive

Team Executives Executives

South

2300

Facility

Executive

Teams

NorthEast

5500

Facility

Executive

Teams

copy2016 The Advisory Board Company bull advisorycom

20

Four Sr Consultants for the Central Division

Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Aligned by Local Service Line

Scope

Primary

Client(s)

Total FTEs

bull Surgical Services

bull Nursing

Administration

bull Endoscopy

bull RadiologyImaging

bull Pharmacy

bull Lab

bull Plant Ops

bull EVS

Nursing

bull Neurology

bull Cardiac

bull Medical

bull Womenrsquos

Health

bull Oncology

bull Security

bull Levine Childrenrsquos

Hospital

bull Emergency

Services

AVPs Directors

Managers

1812 1841 1025

bull Sanger Heart amp

Vascular Institute

bull Patient Registration

bull Patient Transport

bull Physical Therapy

bull Respiratory

Therapy

bull Clinical Case

Management

1241

AVPs Directors

Managers

AVPs Directors

Managers

AVPs Directors

Managers

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 10: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

10

But Facing the Same Set of Known Challenges

Source HR Advancement Center interviews and analysis

Role is poorly defined too

many priorities andor too

many clients

Three Common Challenges with the Business Partner Role

People hired into role may

lack strategic thinking

analytical skill set

Business partners arenrsquot able

to delegate transactional or

routine work leaving less time

for strategic work

Wrong Scope Wrong Skills Wrong Support

copy2016 The Advisory Board Company bull advisorycom

11

Source HR Advancement Center interviews and analysis

Regardless of Model Six Key Questions to Answer

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

copy2016 The Advisory Board Company bull advisorycom

12

Introducing Our Profiled Institutions

Source HR Advancement Center interviews and analysis

Philadelphia PA

516-bed tertiary care

hospital with 50+ care

locations in the

greater Philadelphia

area

12000 employees

Jan 13 1pm ET

Archived

Houston TX

7-hospital health

system in the greater

Houston area

19600 employees

4500 physicians

Jan 27 1pm ET

Archived

Charlotte NC

40 hospitals and 900

care locations across

North Carolina South

Carolina and Georgia

60000+ employees

3000+ employed

physicians

Feb 24 1pm ET

Washington DC

303-bed not-for-profit

academic medical

center

6533 employees

Feb 10 1pm ET

Archived

Headquarters

Description

Webconference

Time

Workforce

Size

copy2016 The Advisory Board Company bull advisorycom

13

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

14

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Leave of absence

Carolinasrsquo HR Department Circa 2009

Carolinasrsquo HR Organizational Chart Circa 2009

Sr Vice President

Human Resources

Vice President

Workforce

Relations

Asst Vice

President

Diversity and

Inclusion

Vice President

Workforce

Relations

Asst Vice

President

Organizational

Development

Director

Human

Resources

Vice President

HR Admin

Workforce

Management

Vice President

CompBenefits

Total Rewards

bull Employment

Policy amp

Practice

bull HR Metrics

bull Workforce

Planning

bull Employment

Compliance

bull HR Branding

bull Recruitment

bull Mergers amp

Acquisitions

bull Compensation

bull Benefits

bull HR Operations

bull LOA1

bull Records

bull HR Corporate

Compliance

bull Executive

Physician

Benefits

bull Executive

Compensation

bull Special

Projects

bull Employee

Recognition

bull Policy

Development

bull Employee

Engagement

bull Employee

Relations

(EEOC)

bull Facilities

bull Workerrsquos

Compensation

bull Regulatory

Compliance

bull Education amp

Development

bull Leadership

Development

bull Orientation

bull Performance

Management

bull Educational

Assistance

Program

bull Employee

Health

bull Service

Recognition

bull Employee

Relations

(Grievances)

bull Regional

Facilities

bull Liaison to

Managed

Facilities

copy2016 The Advisory Board Company bull advisorycom

15

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Building One Culture at Carolinas

One Team driven to make a difference

One Belief that patients are partners

One Mission advancing care together as One

One System connecting and transforming

Carolinas HealthCare System

Together As One

copy2016 The Advisory Board Company bull advisorycom

16

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinasrsquo HR Department Today

Carolinasrsquo HR Organizational Chart 2015

Vice President

Total Rewards and

HR Operations

Sr Vice President

Workforce Relations

Chief Human Resources

Officer

Asst Vice President

Exec Total Rewards

and Physician Benefits

Vice President

Workforce Management

Vice President

Learning amp Diversity

bull Compensation

Administration

bull Benefits

bull HR Operations

bull LEAN

bull Workerrsquos

Compensation

bull CHS LiveWELL

bull Education Assistance

Program

bull AcquisitionsMergers

bull Occupational Health

and Safety

bull Talent Acquisition

bull Workforce Strategy amp

Analytics

bull Workforce

Management

Operations

bull Employment

Practice amp

Compliance

bull Workforce

Authorization amp

Immigration

bull Return to Work

bull HR Corporate

Compliance

bull Teammate Engagement

bull Recognition Celebration

and Events

bull HR Policy Administration

bull Regulatory Compliance

Joint Commission

bull HR Regional Group

bull Organizational

Development amp Learning

bull Performance

Management

bull Talent Management

bull Change Management

bull Workforce Diversity

bull Teammate Resource

Groups

bull Community

Engagement

bull Organizational

Compliance

bull Teammate Education amp

Development

bull New Teammate

Onboarding

bull Leadership

Education and

Development

bull Executive

Compensation

Administration

bull Executive Physician

Benefits Administration

copy2016 The Advisory Board Company bull advisorycom

17

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Zeroing in on HR at Two Key Levels

Sr Vice President

Sr Consultants

Associate Consultants

Manager

7 Asst Vice

Presidents Directors

Each Asst Vice

President or Director

has dedicated team

Carolinas Workforce Relations Organizational Chart

copy2016 The Advisory Board Company bull advisorycom

18 Question 1

Source HR Advancement Center interviews and analysis

Where Should You Embed Business Partners

Options

System-wide

Business Unit

Business partner embedded

in system-wide function (eg

clinical service line)

Geographic-based

Business Unit

Business partner embedded

in operations in a region

or facility

copy2016 The Advisory Board Company bull advisorycom

19 Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Executive BPs Aligned by Carolinas Divisions

Scope

Primary

Client(s)

Total FTEs

Central SouthEast

8200 1000 6000

Medical

Group

2400

Cleveland

County

Corporate

Services

Facility

Executive

Teams

11400

Facility

Executive

Teams

Facility

Executive

Team Executives Executives

South

2300

Facility

Executive

Teams

NorthEast

5500

Facility

Executive

Teams

copy2016 The Advisory Board Company bull advisorycom

20

Four Sr Consultants for the Central Division

Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Aligned by Local Service Line

Scope

Primary

Client(s)

Total FTEs

bull Surgical Services

bull Nursing

Administration

bull Endoscopy

bull RadiologyImaging

bull Pharmacy

bull Lab

bull Plant Ops

bull EVS

Nursing

bull Neurology

bull Cardiac

bull Medical

bull Womenrsquos

Health

bull Oncology

bull Security

bull Levine Childrenrsquos

Hospital

bull Emergency

Services

AVPs Directors

Managers

1812 1841 1025

bull Sanger Heart amp

Vascular Institute

bull Patient Registration

bull Patient Transport

bull Physical Therapy

bull Respiratory

Therapy

bull Clinical Case

Management

1241

AVPs Directors

Managers

AVPs Directors

Managers

AVPs Directors

Managers

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 11: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

11

Source HR Advancement Center interviews and analysis

Regardless of Model Six Key Questions to Answer

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

copy2016 The Advisory Board Company bull advisorycom

12

Introducing Our Profiled Institutions

Source HR Advancement Center interviews and analysis

Philadelphia PA

516-bed tertiary care

hospital with 50+ care

locations in the

greater Philadelphia

area

12000 employees

Jan 13 1pm ET

Archived

Houston TX

7-hospital health

system in the greater

Houston area

19600 employees

4500 physicians

Jan 27 1pm ET

Archived

Charlotte NC

40 hospitals and 900

care locations across

North Carolina South

Carolina and Georgia

60000+ employees

3000+ employed

physicians

Feb 24 1pm ET

Washington DC

303-bed not-for-profit

academic medical

center

6533 employees

Feb 10 1pm ET

Archived

Headquarters

Description

Webconference

Time

Workforce

Size

copy2016 The Advisory Board Company bull advisorycom

13

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

14

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Leave of absence

Carolinasrsquo HR Department Circa 2009

Carolinasrsquo HR Organizational Chart Circa 2009

Sr Vice President

Human Resources

Vice President

Workforce

Relations

Asst Vice

President

Diversity and

Inclusion

Vice President

Workforce

Relations

Asst Vice

President

Organizational

Development

Director

Human

Resources

Vice President

HR Admin

Workforce

Management

Vice President

CompBenefits

Total Rewards

bull Employment

Policy amp

Practice

bull HR Metrics

bull Workforce

Planning

bull Employment

Compliance

bull HR Branding

bull Recruitment

bull Mergers amp

Acquisitions

bull Compensation

bull Benefits

bull HR Operations

bull LOA1

bull Records

bull HR Corporate

Compliance

bull Executive

Physician

Benefits

bull Executive

Compensation

bull Special

Projects

bull Employee

Recognition

bull Policy

Development

bull Employee

Engagement

bull Employee

Relations

(EEOC)

bull Facilities

bull Workerrsquos

Compensation

bull Regulatory

Compliance

bull Education amp

Development

bull Leadership

Development

bull Orientation

bull Performance

Management

bull Educational

Assistance

Program

bull Employee

Health

bull Service

Recognition

bull Employee

Relations

(Grievances)

bull Regional

Facilities

bull Liaison to

Managed

Facilities

copy2016 The Advisory Board Company bull advisorycom

15

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Building One Culture at Carolinas

One Team driven to make a difference

One Belief that patients are partners

One Mission advancing care together as One

One System connecting and transforming

Carolinas HealthCare System

Together As One

copy2016 The Advisory Board Company bull advisorycom

16

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinasrsquo HR Department Today

Carolinasrsquo HR Organizational Chart 2015

Vice President

Total Rewards and

HR Operations

Sr Vice President

Workforce Relations

Chief Human Resources

Officer

Asst Vice President

Exec Total Rewards

and Physician Benefits

Vice President

Workforce Management

Vice President

Learning amp Diversity

bull Compensation

Administration

bull Benefits

bull HR Operations

bull LEAN

bull Workerrsquos

Compensation

bull CHS LiveWELL

bull Education Assistance

Program

bull AcquisitionsMergers

bull Occupational Health

and Safety

bull Talent Acquisition

bull Workforce Strategy amp

Analytics

bull Workforce

Management

Operations

bull Employment

Practice amp

Compliance

bull Workforce

Authorization amp

Immigration

bull Return to Work

bull HR Corporate

Compliance

bull Teammate Engagement

bull Recognition Celebration

and Events

bull HR Policy Administration

bull Regulatory Compliance

Joint Commission

bull HR Regional Group

bull Organizational

Development amp Learning

bull Performance

Management

bull Talent Management

bull Change Management

bull Workforce Diversity

bull Teammate Resource

Groups

bull Community

Engagement

bull Organizational

Compliance

bull Teammate Education amp

Development

bull New Teammate

Onboarding

bull Leadership

Education and

Development

bull Executive

Compensation

Administration

bull Executive Physician

Benefits Administration

copy2016 The Advisory Board Company bull advisorycom

17

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Zeroing in on HR at Two Key Levels

Sr Vice President

Sr Consultants

Associate Consultants

Manager

7 Asst Vice

Presidents Directors

Each Asst Vice

President or Director

has dedicated team

Carolinas Workforce Relations Organizational Chart

copy2016 The Advisory Board Company bull advisorycom

18 Question 1

Source HR Advancement Center interviews and analysis

Where Should You Embed Business Partners

Options

System-wide

Business Unit

Business partner embedded

in system-wide function (eg

clinical service line)

Geographic-based

Business Unit

Business partner embedded

in operations in a region

or facility

copy2016 The Advisory Board Company bull advisorycom

19 Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Executive BPs Aligned by Carolinas Divisions

Scope

Primary

Client(s)

Total FTEs

Central SouthEast

8200 1000 6000

Medical

Group

2400

Cleveland

County

Corporate

Services

Facility

Executive

Teams

11400

Facility

Executive

Teams

Facility

Executive

Team Executives Executives

South

2300

Facility

Executive

Teams

NorthEast

5500

Facility

Executive

Teams

copy2016 The Advisory Board Company bull advisorycom

20

Four Sr Consultants for the Central Division

Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Aligned by Local Service Line

Scope

Primary

Client(s)

Total FTEs

bull Surgical Services

bull Nursing

Administration

bull Endoscopy

bull RadiologyImaging

bull Pharmacy

bull Lab

bull Plant Ops

bull EVS

Nursing

bull Neurology

bull Cardiac

bull Medical

bull Womenrsquos

Health

bull Oncology

bull Security

bull Levine Childrenrsquos

Hospital

bull Emergency

Services

AVPs Directors

Managers

1812 1841 1025

bull Sanger Heart amp

Vascular Institute

bull Patient Registration

bull Patient Transport

bull Physical Therapy

bull Respiratory

Therapy

bull Clinical Case

Management

1241

AVPs Directors

Managers

AVPs Directors

Managers

AVPs Directors

Managers

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 12: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

12

Introducing Our Profiled Institutions

Source HR Advancement Center interviews and analysis

Philadelphia PA

516-bed tertiary care

hospital with 50+ care

locations in the

greater Philadelphia

area

12000 employees

Jan 13 1pm ET

Archived

Houston TX

7-hospital health

system in the greater

Houston area

19600 employees

4500 physicians

Jan 27 1pm ET

Archived

Charlotte NC

40 hospitals and 900

care locations across

North Carolina South

Carolina and Georgia

60000+ employees

3000+ employed

physicians

Feb 24 1pm ET

Washington DC

303-bed not-for-profit

academic medical

center

6533 employees

Feb 10 1pm ET

Archived

Headquarters

Description

Webconference

Time

Workforce

Size

copy2016 The Advisory Board Company bull advisorycom

13

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

14

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Leave of absence

Carolinasrsquo HR Department Circa 2009

Carolinasrsquo HR Organizational Chart Circa 2009

Sr Vice President

Human Resources

Vice President

Workforce

Relations

Asst Vice

President

Diversity and

Inclusion

Vice President

Workforce

Relations

Asst Vice

President

Organizational

Development

Director

Human

Resources

Vice President

HR Admin

Workforce

Management

Vice President

CompBenefits

Total Rewards

bull Employment

Policy amp

Practice

bull HR Metrics

bull Workforce

Planning

bull Employment

Compliance

bull HR Branding

bull Recruitment

bull Mergers amp

Acquisitions

bull Compensation

bull Benefits

bull HR Operations

bull LOA1

bull Records

bull HR Corporate

Compliance

bull Executive

Physician

Benefits

bull Executive

Compensation

bull Special

Projects

bull Employee

Recognition

bull Policy

Development

bull Employee

Engagement

bull Employee

Relations

(EEOC)

bull Facilities

bull Workerrsquos

Compensation

bull Regulatory

Compliance

bull Education amp

Development

bull Leadership

Development

bull Orientation

bull Performance

Management

bull Educational

Assistance

Program

bull Employee

Health

bull Service

Recognition

bull Employee

Relations

(Grievances)

bull Regional

Facilities

bull Liaison to

Managed

Facilities

copy2016 The Advisory Board Company bull advisorycom

15

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Building One Culture at Carolinas

One Team driven to make a difference

One Belief that patients are partners

One Mission advancing care together as One

One System connecting and transforming

Carolinas HealthCare System

Together As One

copy2016 The Advisory Board Company bull advisorycom

16

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinasrsquo HR Department Today

Carolinasrsquo HR Organizational Chart 2015

Vice President

Total Rewards and

HR Operations

Sr Vice President

Workforce Relations

Chief Human Resources

Officer

Asst Vice President

Exec Total Rewards

and Physician Benefits

Vice President

Workforce Management

Vice President

Learning amp Diversity

bull Compensation

Administration

bull Benefits

bull HR Operations

bull LEAN

bull Workerrsquos

Compensation

bull CHS LiveWELL

bull Education Assistance

Program

bull AcquisitionsMergers

bull Occupational Health

and Safety

bull Talent Acquisition

bull Workforce Strategy amp

Analytics

bull Workforce

Management

Operations

bull Employment

Practice amp

Compliance

bull Workforce

Authorization amp

Immigration

bull Return to Work

bull HR Corporate

Compliance

bull Teammate Engagement

bull Recognition Celebration

and Events

bull HR Policy Administration

bull Regulatory Compliance

Joint Commission

bull HR Regional Group

bull Organizational

Development amp Learning

bull Performance

Management

bull Talent Management

bull Change Management

bull Workforce Diversity

bull Teammate Resource

Groups

bull Community

Engagement

bull Organizational

Compliance

bull Teammate Education amp

Development

bull New Teammate

Onboarding

bull Leadership

Education and

Development

bull Executive

Compensation

Administration

bull Executive Physician

Benefits Administration

copy2016 The Advisory Board Company bull advisorycom

17

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Zeroing in on HR at Two Key Levels

Sr Vice President

Sr Consultants

Associate Consultants

Manager

7 Asst Vice

Presidents Directors

Each Asst Vice

President or Director

has dedicated team

Carolinas Workforce Relations Organizational Chart

copy2016 The Advisory Board Company bull advisorycom

18 Question 1

Source HR Advancement Center interviews and analysis

Where Should You Embed Business Partners

Options

System-wide

Business Unit

Business partner embedded

in system-wide function (eg

clinical service line)

Geographic-based

Business Unit

Business partner embedded

in operations in a region

or facility

copy2016 The Advisory Board Company bull advisorycom

19 Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Executive BPs Aligned by Carolinas Divisions

Scope

Primary

Client(s)

Total FTEs

Central SouthEast

8200 1000 6000

Medical

Group

2400

Cleveland

County

Corporate

Services

Facility

Executive

Teams

11400

Facility

Executive

Teams

Facility

Executive

Team Executives Executives

South

2300

Facility

Executive

Teams

NorthEast

5500

Facility

Executive

Teams

copy2016 The Advisory Board Company bull advisorycom

20

Four Sr Consultants for the Central Division

Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Aligned by Local Service Line

Scope

Primary

Client(s)

Total FTEs

bull Surgical Services

bull Nursing

Administration

bull Endoscopy

bull RadiologyImaging

bull Pharmacy

bull Lab

bull Plant Ops

bull EVS

Nursing

bull Neurology

bull Cardiac

bull Medical

bull Womenrsquos

Health

bull Oncology

bull Security

bull Levine Childrenrsquos

Hospital

bull Emergency

Services

AVPs Directors

Managers

1812 1841 1025

bull Sanger Heart amp

Vascular Institute

bull Patient Registration

bull Patient Transport

bull Physical Therapy

bull Respiratory

Therapy

bull Clinical Case

Management

1241

AVPs Directors

Managers

AVPs Directors

Managers

AVPs Directors

Managers

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 13: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

13

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

14

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Leave of absence

Carolinasrsquo HR Department Circa 2009

Carolinasrsquo HR Organizational Chart Circa 2009

Sr Vice President

Human Resources

Vice President

Workforce

Relations

Asst Vice

President

Diversity and

Inclusion

Vice President

Workforce

Relations

Asst Vice

President

Organizational

Development

Director

Human

Resources

Vice President

HR Admin

Workforce

Management

Vice President

CompBenefits

Total Rewards

bull Employment

Policy amp

Practice

bull HR Metrics

bull Workforce

Planning

bull Employment

Compliance

bull HR Branding

bull Recruitment

bull Mergers amp

Acquisitions

bull Compensation

bull Benefits

bull HR Operations

bull LOA1

bull Records

bull HR Corporate

Compliance

bull Executive

Physician

Benefits

bull Executive

Compensation

bull Special

Projects

bull Employee

Recognition

bull Policy

Development

bull Employee

Engagement

bull Employee

Relations

(EEOC)

bull Facilities

bull Workerrsquos

Compensation

bull Regulatory

Compliance

bull Education amp

Development

bull Leadership

Development

bull Orientation

bull Performance

Management

bull Educational

Assistance

Program

bull Employee

Health

bull Service

Recognition

bull Employee

Relations

(Grievances)

bull Regional

Facilities

bull Liaison to

Managed

Facilities

copy2016 The Advisory Board Company bull advisorycom

15

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Building One Culture at Carolinas

One Team driven to make a difference

One Belief that patients are partners

One Mission advancing care together as One

One System connecting and transforming

Carolinas HealthCare System

Together As One

copy2016 The Advisory Board Company bull advisorycom

16

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinasrsquo HR Department Today

Carolinasrsquo HR Organizational Chart 2015

Vice President

Total Rewards and

HR Operations

Sr Vice President

Workforce Relations

Chief Human Resources

Officer

Asst Vice President

Exec Total Rewards

and Physician Benefits

Vice President

Workforce Management

Vice President

Learning amp Diversity

bull Compensation

Administration

bull Benefits

bull HR Operations

bull LEAN

bull Workerrsquos

Compensation

bull CHS LiveWELL

bull Education Assistance

Program

bull AcquisitionsMergers

bull Occupational Health

and Safety

bull Talent Acquisition

bull Workforce Strategy amp

Analytics

bull Workforce

Management

Operations

bull Employment

Practice amp

Compliance

bull Workforce

Authorization amp

Immigration

bull Return to Work

bull HR Corporate

Compliance

bull Teammate Engagement

bull Recognition Celebration

and Events

bull HR Policy Administration

bull Regulatory Compliance

Joint Commission

bull HR Regional Group

bull Organizational

Development amp Learning

bull Performance

Management

bull Talent Management

bull Change Management

bull Workforce Diversity

bull Teammate Resource

Groups

bull Community

Engagement

bull Organizational

Compliance

bull Teammate Education amp

Development

bull New Teammate

Onboarding

bull Leadership

Education and

Development

bull Executive

Compensation

Administration

bull Executive Physician

Benefits Administration

copy2016 The Advisory Board Company bull advisorycom

17

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Zeroing in on HR at Two Key Levels

Sr Vice President

Sr Consultants

Associate Consultants

Manager

7 Asst Vice

Presidents Directors

Each Asst Vice

President or Director

has dedicated team

Carolinas Workforce Relations Organizational Chart

copy2016 The Advisory Board Company bull advisorycom

18 Question 1

Source HR Advancement Center interviews and analysis

Where Should You Embed Business Partners

Options

System-wide

Business Unit

Business partner embedded

in system-wide function (eg

clinical service line)

Geographic-based

Business Unit

Business partner embedded

in operations in a region

or facility

copy2016 The Advisory Board Company bull advisorycom

19 Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Executive BPs Aligned by Carolinas Divisions

Scope

Primary

Client(s)

Total FTEs

Central SouthEast

8200 1000 6000

Medical

Group

2400

Cleveland

County

Corporate

Services

Facility

Executive

Teams

11400

Facility

Executive

Teams

Facility

Executive

Team Executives Executives

South

2300

Facility

Executive

Teams

NorthEast

5500

Facility

Executive

Teams

copy2016 The Advisory Board Company bull advisorycom

20

Four Sr Consultants for the Central Division

Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Aligned by Local Service Line

Scope

Primary

Client(s)

Total FTEs

bull Surgical Services

bull Nursing

Administration

bull Endoscopy

bull RadiologyImaging

bull Pharmacy

bull Lab

bull Plant Ops

bull EVS

Nursing

bull Neurology

bull Cardiac

bull Medical

bull Womenrsquos

Health

bull Oncology

bull Security

bull Levine Childrenrsquos

Hospital

bull Emergency

Services

AVPs Directors

Managers

1812 1841 1025

bull Sanger Heart amp

Vascular Institute

bull Patient Registration

bull Patient Transport

bull Physical Therapy

bull Respiratory

Therapy

bull Clinical Case

Management

1241

AVPs Directors

Managers

AVPs Directors

Managers

AVPs Directors

Managers

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 14: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

14

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Leave of absence

Carolinasrsquo HR Department Circa 2009

Carolinasrsquo HR Organizational Chart Circa 2009

Sr Vice President

Human Resources

Vice President

Workforce

Relations

Asst Vice

President

Diversity and

Inclusion

Vice President

Workforce

Relations

Asst Vice

President

Organizational

Development

Director

Human

Resources

Vice President

HR Admin

Workforce

Management

Vice President

CompBenefits

Total Rewards

bull Employment

Policy amp

Practice

bull HR Metrics

bull Workforce

Planning

bull Employment

Compliance

bull HR Branding

bull Recruitment

bull Mergers amp

Acquisitions

bull Compensation

bull Benefits

bull HR Operations

bull LOA1

bull Records

bull HR Corporate

Compliance

bull Executive

Physician

Benefits

bull Executive

Compensation

bull Special

Projects

bull Employee

Recognition

bull Policy

Development

bull Employee

Engagement

bull Employee

Relations

(EEOC)

bull Facilities

bull Workerrsquos

Compensation

bull Regulatory

Compliance

bull Education amp

Development

bull Leadership

Development

bull Orientation

bull Performance

Management

bull Educational

Assistance

Program

bull Employee

Health

bull Service

Recognition

bull Employee

Relations

(Grievances)

bull Regional

Facilities

bull Liaison to

Managed

Facilities

copy2016 The Advisory Board Company bull advisorycom

15

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Building One Culture at Carolinas

One Team driven to make a difference

One Belief that patients are partners

One Mission advancing care together as One

One System connecting and transforming

Carolinas HealthCare System

Together As One

copy2016 The Advisory Board Company bull advisorycom

16

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinasrsquo HR Department Today

Carolinasrsquo HR Organizational Chart 2015

Vice President

Total Rewards and

HR Operations

Sr Vice President

Workforce Relations

Chief Human Resources

Officer

Asst Vice President

Exec Total Rewards

and Physician Benefits

Vice President

Workforce Management

Vice President

Learning amp Diversity

bull Compensation

Administration

bull Benefits

bull HR Operations

bull LEAN

bull Workerrsquos

Compensation

bull CHS LiveWELL

bull Education Assistance

Program

bull AcquisitionsMergers

bull Occupational Health

and Safety

bull Talent Acquisition

bull Workforce Strategy amp

Analytics

bull Workforce

Management

Operations

bull Employment

Practice amp

Compliance

bull Workforce

Authorization amp

Immigration

bull Return to Work

bull HR Corporate

Compliance

bull Teammate Engagement

bull Recognition Celebration

and Events

bull HR Policy Administration

bull Regulatory Compliance

Joint Commission

bull HR Regional Group

bull Organizational

Development amp Learning

bull Performance

Management

bull Talent Management

bull Change Management

bull Workforce Diversity

bull Teammate Resource

Groups

bull Community

Engagement

bull Organizational

Compliance

bull Teammate Education amp

Development

bull New Teammate

Onboarding

bull Leadership

Education and

Development

bull Executive

Compensation

Administration

bull Executive Physician

Benefits Administration

copy2016 The Advisory Board Company bull advisorycom

17

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Zeroing in on HR at Two Key Levels

Sr Vice President

Sr Consultants

Associate Consultants

Manager

7 Asst Vice

Presidents Directors

Each Asst Vice

President or Director

has dedicated team

Carolinas Workforce Relations Organizational Chart

copy2016 The Advisory Board Company bull advisorycom

18 Question 1

Source HR Advancement Center interviews and analysis

Where Should You Embed Business Partners

Options

System-wide

Business Unit

Business partner embedded

in system-wide function (eg

clinical service line)

Geographic-based

Business Unit

Business partner embedded

in operations in a region

or facility

copy2016 The Advisory Board Company bull advisorycom

19 Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Executive BPs Aligned by Carolinas Divisions

Scope

Primary

Client(s)

Total FTEs

Central SouthEast

8200 1000 6000

Medical

Group

2400

Cleveland

County

Corporate

Services

Facility

Executive

Teams

11400

Facility

Executive

Teams

Facility

Executive

Team Executives Executives

South

2300

Facility

Executive

Teams

NorthEast

5500

Facility

Executive

Teams

copy2016 The Advisory Board Company bull advisorycom

20

Four Sr Consultants for the Central Division

Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Aligned by Local Service Line

Scope

Primary

Client(s)

Total FTEs

bull Surgical Services

bull Nursing

Administration

bull Endoscopy

bull RadiologyImaging

bull Pharmacy

bull Lab

bull Plant Ops

bull EVS

Nursing

bull Neurology

bull Cardiac

bull Medical

bull Womenrsquos

Health

bull Oncology

bull Security

bull Levine Childrenrsquos

Hospital

bull Emergency

Services

AVPs Directors

Managers

1812 1841 1025

bull Sanger Heart amp

Vascular Institute

bull Patient Registration

bull Patient Transport

bull Physical Therapy

bull Respiratory

Therapy

bull Clinical Case

Management

1241

AVPs Directors

Managers

AVPs Directors

Managers

AVPs Directors

Managers

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 15: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

15

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Building One Culture at Carolinas

One Team driven to make a difference

One Belief that patients are partners

One Mission advancing care together as One

One System connecting and transforming

Carolinas HealthCare System

Together As One

copy2016 The Advisory Board Company bull advisorycom

16

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinasrsquo HR Department Today

Carolinasrsquo HR Organizational Chart 2015

Vice President

Total Rewards and

HR Operations

Sr Vice President

Workforce Relations

Chief Human Resources

Officer

Asst Vice President

Exec Total Rewards

and Physician Benefits

Vice President

Workforce Management

Vice President

Learning amp Diversity

bull Compensation

Administration

bull Benefits

bull HR Operations

bull LEAN

bull Workerrsquos

Compensation

bull CHS LiveWELL

bull Education Assistance

Program

bull AcquisitionsMergers

bull Occupational Health

and Safety

bull Talent Acquisition

bull Workforce Strategy amp

Analytics

bull Workforce

Management

Operations

bull Employment

Practice amp

Compliance

bull Workforce

Authorization amp

Immigration

bull Return to Work

bull HR Corporate

Compliance

bull Teammate Engagement

bull Recognition Celebration

and Events

bull HR Policy Administration

bull Regulatory Compliance

Joint Commission

bull HR Regional Group

bull Organizational

Development amp Learning

bull Performance

Management

bull Talent Management

bull Change Management

bull Workforce Diversity

bull Teammate Resource

Groups

bull Community

Engagement

bull Organizational

Compliance

bull Teammate Education amp

Development

bull New Teammate

Onboarding

bull Leadership

Education and

Development

bull Executive

Compensation

Administration

bull Executive Physician

Benefits Administration

copy2016 The Advisory Board Company bull advisorycom

17

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Zeroing in on HR at Two Key Levels

Sr Vice President

Sr Consultants

Associate Consultants

Manager

7 Asst Vice

Presidents Directors

Each Asst Vice

President or Director

has dedicated team

Carolinas Workforce Relations Organizational Chart

copy2016 The Advisory Board Company bull advisorycom

18 Question 1

Source HR Advancement Center interviews and analysis

Where Should You Embed Business Partners

Options

System-wide

Business Unit

Business partner embedded

in system-wide function (eg

clinical service line)

Geographic-based

Business Unit

Business partner embedded

in operations in a region

or facility

copy2016 The Advisory Board Company bull advisorycom

19 Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Executive BPs Aligned by Carolinas Divisions

Scope

Primary

Client(s)

Total FTEs

Central SouthEast

8200 1000 6000

Medical

Group

2400

Cleveland

County

Corporate

Services

Facility

Executive

Teams

11400

Facility

Executive

Teams

Facility

Executive

Team Executives Executives

South

2300

Facility

Executive

Teams

NorthEast

5500

Facility

Executive

Teams

copy2016 The Advisory Board Company bull advisorycom

20

Four Sr Consultants for the Central Division

Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Aligned by Local Service Line

Scope

Primary

Client(s)

Total FTEs

bull Surgical Services

bull Nursing

Administration

bull Endoscopy

bull RadiologyImaging

bull Pharmacy

bull Lab

bull Plant Ops

bull EVS

Nursing

bull Neurology

bull Cardiac

bull Medical

bull Womenrsquos

Health

bull Oncology

bull Security

bull Levine Childrenrsquos

Hospital

bull Emergency

Services

AVPs Directors

Managers

1812 1841 1025

bull Sanger Heart amp

Vascular Institute

bull Patient Registration

bull Patient Transport

bull Physical Therapy

bull Respiratory

Therapy

bull Clinical Case

Management

1241

AVPs Directors

Managers

AVPs Directors

Managers

AVPs Directors

Managers

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 16: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

16

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinasrsquo HR Department Today

Carolinasrsquo HR Organizational Chart 2015

Vice President

Total Rewards and

HR Operations

Sr Vice President

Workforce Relations

Chief Human Resources

Officer

Asst Vice President

Exec Total Rewards

and Physician Benefits

Vice President

Workforce Management

Vice President

Learning amp Diversity

bull Compensation

Administration

bull Benefits

bull HR Operations

bull LEAN

bull Workerrsquos

Compensation

bull CHS LiveWELL

bull Education Assistance

Program

bull AcquisitionsMergers

bull Occupational Health

and Safety

bull Talent Acquisition

bull Workforce Strategy amp

Analytics

bull Workforce

Management

Operations

bull Employment

Practice amp

Compliance

bull Workforce

Authorization amp

Immigration

bull Return to Work

bull HR Corporate

Compliance

bull Teammate Engagement

bull Recognition Celebration

and Events

bull HR Policy Administration

bull Regulatory Compliance

Joint Commission

bull HR Regional Group

bull Organizational

Development amp Learning

bull Performance

Management

bull Talent Management

bull Change Management

bull Workforce Diversity

bull Teammate Resource

Groups

bull Community

Engagement

bull Organizational

Compliance

bull Teammate Education amp

Development

bull New Teammate

Onboarding

bull Leadership

Education and

Development

bull Executive

Compensation

Administration

bull Executive Physician

Benefits Administration

copy2016 The Advisory Board Company bull advisorycom

17

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Zeroing in on HR at Two Key Levels

Sr Vice President

Sr Consultants

Associate Consultants

Manager

7 Asst Vice

Presidents Directors

Each Asst Vice

President or Director

has dedicated team

Carolinas Workforce Relations Organizational Chart

copy2016 The Advisory Board Company bull advisorycom

18 Question 1

Source HR Advancement Center interviews and analysis

Where Should You Embed Business Partners

Options

System-wide

Business Unit

Business partner embedded

in system-wide function (eg

clinical service line)

Geographic-based

Business Unit

Business partner embedded

in operations in a region

or facility

copy2016 The Advisory Board Company bull advisorycom

19 Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Executive BPs Aligned by Carolinas Divisions

Scope

Primary

Client(s)

Total FTEs

Central SouthEast

8200 1000 6000

Medical

Group

2400

Cleveland

County

Corporate

Services

Facility

Executive

Teams

11400

Facility

Executive

Teams

Facility

Executive

Team Executives Executives

South

2300

Facility

Executive

Teams

NorthEast

5500

Facility

Executive

Teams

copy2016 The Advisory Board Company bull advisorycom

20

Four Sr Consultants for the Central Division

Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Aligned by Local Service Line

Scope

Primary

Client(s)

Total FTEs

bull Surgical Services

bull Nursing

Administration

bull Endoscopy

bull RadiologyImaging

bull Pharmacy

bull Lab

bull Plant Ops

bull EVS

Nursing

bull Neurology

bull Cardiac

bull Medical

bull Womenrsquos

Health

bull Oncology

bull Security

bull Levine Childrenrsquos

Hospital

bull Emergency

Services

AVPs Directors

Managers

1812 1841 1025

bull Sanger Heart amp

Vascular Institute

bull Patient Registration

bull Patient Transport

bull Physical Therapy

bull Respiratory

Therapy

bull Clinical Case

Management

1241

AVPs Directors

Managers

AVPs Directors

Managers

AVPs Directors

Managers

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 17: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

17

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Zeroing in on HR at Two Key Levels

Sr Vice President

Sr Consultants

Associate Consultants

Manager

7 Asst Vice

Presidents Directors

Each Asst Vice

President or Director

has dedicated team

Carolinas Workforce Relations Organizational Chart

copy2016 The Advisory Board Company bull advisorycom

18 Question 1

Source HR Advancement Center interviews and analysis

Where Should You Embed Business Partners

Options

System-wide

Business Unit

Business partner embedded

in system-wide function (eg

clinical service line)

Geographic-based

Business Unit

Business partner embedded

in operations in a region

or facility

copy2016 The Advisory Board Company bull advisorycom

19 Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Executive BPs Aligned by Carolinas Divisions

Scope

Primary

Client(s)

Total FTEs

Central SouthEast

8200 1000 6000

Medical

Group

2400

Cleveland

County

Corporate

Services

Facility

Executive

Teams

11400

Facility

Executive

Teams

Facility

Executive

Team Executives Executives

South

2300

Facility

Executive

Teams

NorthEast

5500

Facility

Executive

Teams

copy2016 The Advisory Board Company bull advisorycom

20

Four Sr Consultants for the Central Division

Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Aligned by Local Service Line

Scope

Primary

Client(s)

Total FTEs

bull Surgical Services

bull Nursing

Administration

bull Endoscopy

bull RadiologyImaging

bull Pharmacy

bull Lab

bull Plant Ops

bull EVS

Nursing

bull Neurology

bull Cardiac

bull Medical

bull Womenrsquos

Health

bull Oncology

bull Security

bull Levine Childrenrsquos

Hospital

bull Emergency

Services

AVPs Directors

Managers

1812 1841 1025

bull Sanger Heart amp

Vascular Institute

bull Patient Registration

bull Patient Transport

bull Physical Therapy

bull Respiratory

Therapy

bull Clinical Case

Management

1241

AVPs Directors

Managers

AVPs Directors

Managers

AVPs Directors

Managers

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 18: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

18 Question 1

Source HR Advancement Center interviews and analysis

Where Should You Embed Business Partners

Options

System-wide

Business Unit

Business partner embedded

in system-wide function (eg

clinical service line)

Geographic-based

Business Unit

Business partner embedded

in operations in a region

or facility

copy2016 The Advisory Board Company bull advisorycom

19 Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Executive BPs Aligned by Carolinas Divisions

Scope

Primary

Client(s)

Total FTEs

Central SouthEast

8200 1000 6000

Medical

Group

2400

Cleveland

County

Corporate

Services

Facility

Executive

Teams

11400

Facility

Executive

Teams

Facility

Executive

Team Executives Executives

South

2300

Facility

Executive

Teams

NorthEast

5500

Facility

Executive

Teams

copy2016 The Advisory Board Company bull advisorycom

20

Four Sr Consultants for the Central Division

Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Aligned by Local Service Line

Scope

Primary

Client(s)

Total FTEs

bull Surgical Services

bull Nursing

Administration

bull Endoscopy

bull RadiologyImaging

bull Pharmacy

bull Lab

bull Plant Ops

bull EVS

Nursing

bull Neurology

bull Cardiac

bull Medical

bull Womenrsquos

Health

bull Oncology

bull Security

bull Levine Childrenrsquos

Hospital

bull Emergency

Services

AVPs Directors

Managers

1812 1841 1025

bull Sanger Heart amp

Vascular Institute

bull Patient Registration

bull Patient Transport

bull Physical Therapy

bull Respiratory

Therapy

bull Clinical Case

Management

1241

AVPs Directors

Managers

AVPs Directors

Managers

AVPs Directors

Managers

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 19: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

19 Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Executive BPs Aligned by Carolinas Divisions

Scope

Primary

Client(s)

Total FTEs

Central SouthEast

8200 1000 6000

Medical

Group

2400

Cleveland

County

Corporate

Services

Facility

Executive

Teams

11400

Facility

Executive

Teams

Facility

Executive

Team Executives Executives

South

2300

Facility

Executive

Teams

NorthEast

5500

Facility

Executive

Teams

copy2016 The Advisory Board Company bull advisorycom

20

Four Sr Consultants for the Central Division

Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Aligned by Local Service Line

Scope

Primary

Client(s)

Total FTEs

bull Surgical Services

bull Nursing

Administration

bull Endoscopy

bull RadiologyImaging

bull Pharmacy

bull Lab

bull Plant Ops

bull EVS

Nursing

bull Neurology

bull Cardiac

bull Medical

bull Womenrsquos

Health

bull Oncology

bull Security

bull Levine Childrenrsquos

Hospital

bull Emergency

Services

AVPs Directors

Managers

1812 1841 1025

bull Sanger Heart amp

Vascular Institute

bull Patient Registration

bull Patient Transport

bull Physical Therapy

bull Respiratory

Therapy

bull Clinical Case

Management

1241

AVPs Directors

Managers

AVPs Directors

Managers

AVPs Directors

Managers

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 20: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

20

Four Sr Consultants for the Central Division

Question 1 Where should you embed business partners

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Aligned by Local Service Line

Scope

Primary

Client(s)

Total FTEs

bull Surgical Services

bull Nursing

Administration

bull Endoscopy

bull RadiologyImaging

bull Pharmacy

bull Lab

bull Plant Ops

bull EVS

Nursing

bull Neurology

bull Cardiac

bull Medical

bull Womenrsquos

Health

bull Oncology

bull Security

bull Levine Childrenrsquos

Hospital

bull Emergency

Services

AVPs Directors

Managers

1812 1841 1025

bull Sanger Heart amp

Vascular Institute

bull Patient Registration

bull Patient Transport

bull Physical Therapy

bull Respiratory

Therapy

bull Clinical Case

Management

1241

AVPs Directors

Managers

AVPs Directors

Managers

AVPs Directors

Managers

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 21: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

21 Question 2

Source HR Advancement Center interviews and analysis

What Should Business Partners Prioritize

Options

Clientrsquos Strategic

Objectives

Business partner supports

clientrsquos unique business

goals

System People Objectives

for Business Unit

Business partner prioritizes

pre-defined people goals

(eg turnover) for the

business unit

Single Strategic

Objective

Business partner

focuses on one

specific initiative (eg

workforce planning)

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 22: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

22

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Sr Consultants Focused on Engagement

Full Job Description Available

Question 2 What should business partners prioritize

Serves as workforce

culture champion

Provides HR consulting

services to drive

engagement and

people strategy

Fosters relationships

between managers and

teammates

Key Sr Consultant Responsibilities

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 23: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

23 Question 3

Source HR Advancement Center interviews and analysis

How Do You Ensure BPs Have the Right Skills

Academic Credentials

Potential Business Partner Backgrounds to Prioritize

HR Experience Health Care Experience

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 24: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

24 Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Master of Science Leadership and Organizational Change

Sr Consultants Bring Strong Internal HR Network

Education

Previous

Experience

Bachelorrsquos

Degree

HR Project

Manager

Carolinas

HealthCare System

Workforce Relations

Consultant

Carolinas

HealthCare System

MSL1 PHR

SHRM-CP

Workforce Relations

Consultant

Carolinas

HealthCare System

MBA PHR

SHRM-CP LEAN

Workforce Relations

Consultant

Carolinas

HealthCare System

Bachelorrsquos

Degree

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 25: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

25

Founder amp CEO

Positive Impact

of Union County

Question 3 How do you ensure business partners have the right skills

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Investing in AVPs with Executive Experience

Education

Previous

Experience

EdD LEAN Masters HR

VP HR amp

Marketing

Lincoln Medical

Center

MS OD amp

Leadership

Sr HR

Manager

Amazon

MHA

VP Integrated

Healthcare

Strategies

VP HR amp Patient

Experience

Cleveland

County

Healthcare

System

MBA

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 26: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

26 Question 4

Source HR Advancement Center interviews and analysis

How Do You Protect Business Partnersrsquo Time

Options

Call Center

Frontline staff and managers

contact call center (instead

of business partner) for

routine questions

Generalist

Dedicated HR contact acts

as lsquoface of HRrsquo shields

business partner from

transactional work

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 27: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

27 Question 4 How do you protect business partnersrsquo time

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

1) Called Workforce Relations Consultant at Carolinas

Generalists Are Frontline Staffrsquos First Point of Contact

Full Job Description Available

bull First point of contact for any teammate question related to HR

bull Interprets policy and procedures for teammates and managers

bull Conducts preliminary investigation of issues and shares

information as appropriate

Generalist1 Responsibilities

Representative Staff Interaction with HR

Generalist1

resolves employee

question

Frontline RN calls HR

regarding change in

benefits plan

Generalist and Sr

Consultant analyze

trends to identify

educational opportunities

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 28: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

28 Question 5

Source HR Advancement Center interviews and analysis

How Do BPs Collaborate with Functional Experts

Options

Business Partner-

Functional Expert Pairs

Business partners and

functional area experts

consistently work with same

group of clients

Cross-Functional Team

Meetings

Broader HR team meets

regularly to discuss

opportunities for

collaboration

Reporting

Relationship

Business partners and

functional experts (eg OD

recruiting) report to single

HR operational leader

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 29: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

29 Question 5 How do business partners collaborate with functional experts

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Business Partners Have Established HR Networks

Monthly Strategy Meeting

AVP

AV

P

Pre-existing Relationships

Sr Consultants work with contacts from

previous roles in corporate HR

Networking

Sr Consultants encouraged to network

through system HR initiatives (eg LEAN)

and system meetings

HR Strategy Meetings

AVPs and above meet with CHRO

monthly to discuss general HR strategy

SR

CO

NS

UL

TA

NT

Regular Interactions with Functional Experts

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 30: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

30 Question 6

Source HR Advancement Center interviews and analysis

How Do You Instill Business Partner Accountability

Options

Performance Evaluation

Goals

Business partners are

accountable for outcomes-

based goals

Reporting

Relationship

Business partners report to

senior HR leader to

reinforce strategic focus

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 31: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

31 Question 6 How do you instill business partner accountability

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

AVP Goals Reinforce Focus on Engagement

Goal Measure Target Initiative

Sustain workplace

culture and

teammate

engagement

Commitment

Indicator

Engagement

Survey

75th Percentile Sustain system-wide

performance in teammate

leader and physician

engagement

Sustain workplace

culture and

teammate

engagement

Participation

in Events

Increase number of

events on campus

and increase in

attendance

Communicate and support Total

Rewards LiveWELL and

system-wide and campus events

Improve overall

patient experience

Likelihood to

Recommend

PressGaney

Teammate

Survey

Sustain or Improve

Likelihood to

Recommend for

Quality Care and as

Place to Work

Deployment of One Behavior

and Service Programs Enhance

partnership with Patient

Experience

Enhance workforce

strategy and

optimization

Commitment

Indicator for

Diverse

Groups

Sustain

Commitment

Indicator for overall

minority groups

Deploy strategy to improve

diversity efforts including hiring

disparate policy enforcement

teammate engagement in

activities

AVP Performance Goals

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 32: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

32

Source Carolinas HealthCare System Charlotte NC HR Advancement Center interviews and analysis

Carolinas HealthCare System

Organizational Snapshot

bull Headquartered in Charlotte NC

bull 40 hospitals and 900 care

locations in North Carolina

South Carolina and Georgia

bull 60000+ employees 3000+

employed physicians

bull Named to 2015 list of 20 best

workplaces in healthcare by

Fortune and Great Places to Work

Institute Forbes list of Americarsquos

Best Employers in 2015

HR Department Snapshot

bull 261 FTE HR department

bull Average HR span of service of

1134 employees

IMA

GE

CR

ED

IT

CA

RO

LIN

AS

HE

ALT

HC

AR

E S

YS

TE

M

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 33: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

33

Whatrsquos the Right Answer for Your Organization

Six Key Questions

Where should you embed business partners in the organization

What should business partners prioritize

How do you ensure business partners have the right skills

How do you protect business partnersrsquo time

How do business partners collaborate with functional experts

How do you instill business partner accountability for goals

1

3

4

5

6

2

Source HR Advancement Center interviews and analysis

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 34: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

34

Source HR Advancement Center interviews and analysis

Additional Resources

Question HR Advancement Center Resources

1 Where do you embed business

partners in the organization

HR Org Charts

2 What should business partners

prioritize

Sample Business Partner Job Descriptions

The Business Partnerrsquos Prioritization Tool

3 How do you ensure business

partners have the right skills

Behavioral-Based Interview Template Builder

The HR Business Partnerrsquos Guide to Better Solutions

The HR Business Partnerrsquos Playbook for Project Planning

4 How do you protect business

partnersrsquo time

Sample Generalist Job Descriptions

Sample FAQs for Call Center

Call Center Benchmarks

5 How do business partners

collaborate with functional experts

HR Org Charts

6 How do you instill business partner

accountability for goals

Performance Goal Library

Must Do Steps for Trustworthy Performance Evaluation2

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 35: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

35

Source HR Advancement Center interviews and analysis

Join us for Upcoming Webconferences

Webconference Date

Two Toolkits to Help HR Business Partners Solve Problems and

Plan Projects

Wednesday March 2 1pm EST

Best Practices for Customized Leader Development Thursday March 24 1pm EST

How to Make Succession Management More Doable Tuesday April 5 1pm EST

Executive Briefing How to Solve Five Leader Engagement

Challenges

Thursday April 14 3pm EST

Four Opportunities to Help Leaders Engage Staff Thursday May 12 3pm EST

Top Insights from HR Department Staffing and Productivity

Benchmarks

Wednesday June 1 1pm EST

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You

Page 36: Build the Right HR Business Partner Model for Your ... · “Embedded HR professionals may be called generalists, partners, relationship managers, or business based HR. Regardless

copy2016 The Advisory Board Company bull advisorycom

36

Webconference survey

Please note that the survey does not apply to webconferences viewed on demand

Please take a minute to provide your

thoughts on todayrsquos presentation

Thank You