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© 2011 Towers Watson. All rights reserved. Overview of U.S. Compensation Survey Reports (CSR) Towers Watson Data Services Christopher Colder Kevin Gorman April 12, 2011

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Page 1: Towers Watson Data Services Watson Data Services Agenda zIntroduction to 2011 Compensation Survey Reports (CSR) zSurvey Methodology zSurvey Changes for …

© 2011 Towers Watson. All rights reserved.

Overview of U.S. Compensation Survey Reports (CSR)Towers Watson Data Services

Christopher ColderKevin Gorman

April 12, 2011

Page 2: Towers Watson Data Services Watson Data Services Agenda zIntroduction to 2011 Compensation Survey Reports (CSR) zSurvey Methodology zSurvey Changes for …

© 2011 Towers Watson. All rights reserved. Proprietary and Confidential. For Towers Watson and Towers Watson client use only.

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Towers Watson Data Services Agenda

Introduction to 2011 Compensation Survey Reports (CSR)

Survey Methodology

Survey Changes for 2011

Functions and Disciplines

Participation Process

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© 2011 Towers Watson. All rights reserved. Proprietary and Confidential. For Towers Watson and Towers Watson client use only.

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Towers Watson Data ServicesIntroduction to 2011 Compensation Survey Report (CSR)

2

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Towers Watson Data Services 2011 CSR Reports

3

Top Management

Professional Administrative

Professional Specialized

Technician and Skilled Trades

Office Personnel

Top Management (TOP)

Supervisory and Middle Management (SMM)

Administrative Professional (ADP)

Specialized Professional (SPP)

Technical and Production Support (TSP)

Office and Business Support (OBS)

2010 2011

Middle Management

Supervisory Management

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Towers Watson Data Services2011 CSR Reports

4

Nonexecutive Surveys

• Functions and Disciplines reported by Career Level with reference to corresponding Global Grades

• Individual compensation data• Globally adopted methodology • Total cash compensation• Available to participants and nonparticipants

Executive Survey

• Executives reported by benchmark jobs• Executive benchmark codes use function and

discipline codes with an “EX” extension• Available to participants and nonparticipants

Leveling Approach

FunctionsDisciplines

Career Levels

Benchmark Job Approach

Benchmarks Scope

Measures

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Towers Watson Data ServicesSurvey Methodology

5

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Towers Watson Data ServicesSurvey Methodology

Integrated approach based on our two proprietary leveling methodologies, Career Map and the Global Grading System (GGS)

TWDS North America surveys match Career Levels and present results by Career Level with a reference to the corresponding Global Grade(s). Global Grades do not have to be reported in North America

Career Bands and the individual Career Levels describe the responsibilities, scope and breadth of work, and impact on the organization for incumbents in specific roles

Each CSR nonexecutive survey covers one or more career bands specific to the jobs included

6

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Towers Watson Data ServicesGeneral Career Level/Global Grade Alignment Map(without consideration for organization size)

Only match to Career Levels in North America. No need to match to individual Global Grades.

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M2Manager

M1Supervisor

M3Senior Manager

M4Group Manager

M5Senior Group Manager

● Coordinates and supervises the daily activities of business or technical support or production team

● Sets priorities for the team to ensure task completion; coordinates work activities with other supervisors

● Decisions are guided by policies, procedures and business plan; receives guidance and oversight from manager

● Typically does not spend more than 20% of time performing the work supervised

● Manages professional employees and/or supervisors or supervises large, complex technical or business support or production operations team(s)

● Is accountable for the performance and results of a team within own discipline or function

● Adapts departmental plans and priorities to address resource and operational challenges

● Decisions are guided by policies, procedures and business plan; receives guidance from senior manager

● Provides technical guidance to employees, colleagues and/or customers

● Provides leadership to managers, supervisors and/or professional staff

● Is accountable for the performance and results of multiple related units

● Develops departmental plans, including business, production and/or organizational priorities

● Controls resources and policy formation in area of responsibility

● Decisions are guided by resource availability and functional objectives

● Provides leadership and direction through Senior Managers and Managers

● Is accountable for the performance and results of:

● A large, strategically important discipline in an extremely large market

● Related disciplines or a medium-sized function in a large market or medium-sized division

● A medium-sized discipline or department in a major region

● Adapts and executes functional or departmental business plans and contributes to the development of functional or departmental strategies

● Decisions are guided by functional strategies and priorities

● Applies only to large international or global organizations

● Provides leadership and direction through Group and/or Senior Managers

● Is accountable for the performance and results of:● A large, strategically important

function in an extremely large market● Diverse disciplines or departments

within a large geography or division● A large, strategically important

discipline within a major region● A medium-sized global corporate

discipline or department

● Develops, adapts and executes functional or departmental strategy to achieve key business objectives in area of responsibility

● Decisions are guided by organization and functional strategies and objectives

Supervisory/Management (M1-M5)

Towers Watson Data ServicesCareer Level Profiles

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P2Intermediate

P1Entry

P3Career

P4Specialist

P5Master

P6Renowned Expert

● Performs routine assignments in the entry level of the Professional Career Band

● Typically requires a college or university degree or the equivalent work experience that provides knowledge and exposure to fundamental theories, principles and concepts

● Develops competence by performing structured work assignments

● Uses existing procedures to solve routine or standard problems

● Receives instruction, guidance and direction from others

● Requires knowledge and experience in own discipline; still acquiring higher level knowledge and skills

● Builds knowledge of the organization, processes and customers

● Solves a range of straightforward problems

● Analyzes possible solutions using standard procedures

● Receives a moderate level of guidance and direction

● Requires in-depth knowledge and experience

● Uses best practices and knowledge of internal or external business issues to improve products or services

● Solves complex problems; takes a new perspective using existing solutions

● Works independently; receives minimal guidance

● Acts as a resource for colleagues with less experience; may direct the work of other staff members

● Represents the level at which career may stabilize for many years or even until retirement

● Is recognized as an expert in own area within the organization

● Requires specialized depth and/or breadth of expertise

● Interprets internal or external business issues and recommends solutions / best practices

● Solves complex problems; takes a broad perspective to identify solutions

● Works independently, with guidance in only the most complex situations

● Progression to this level is typically restricted on the basis of business requirement

● Is recognized as an expert within the organization, both within and beyond own function

● Anticipates internal and/or external business challenges and/or regulatory issues; recommends process, product or service improvements

● Solves unique and complex problems that have a broad impact on the business

● Contributes to the development of functional strategy

● Leads project teams to achieve milestones and objectives

● Progression to this level is typically restricted on the basis of business requirements

● Operates with no supervision in a complex environment

● Is recognized as an external thought leader within strategic function or discipline

● Influences the strategy to address internal or external business and regulatory issues

● Proactively identifies, defines, and solves the most complex problems that impact the management and direction of the business

● Significantly influences functional strategy; may participate in the development of the product or division strategy

● Leads multidisciplinary projects or initiatives

● Progression to this level is typically restricted on the basis of individual capabilities and business requirements

Professional (P1-P6)

Towers Watson Data ServicesCareer Level Profiles

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S1Entry

S3Career

S4Expert

S5Senior Expert

S6Elite Expert

● Has general awareness of business, financials, products/services and the market

● Complexity is limited (territory/account, products/services, sales process)

● Has very limited authority/opportunity to set and negotiate product/service terms

● Relies on manager to provide planning and manage resources

● Is developing an understanding of business, financials, products/services, the market, or account needs

● Complexity is moderate (territory/assigned accounts, products/services, sales or account management process)

● Has moderate authority/opportunity to set and negotiate product/service terms

● Is beginning to plan own territory or account approach and monitor resources

● Has a solid understanding of business, financials, products/services, the market, and the needs of assigned accounts; may help develop colleagues' understanding; may be recognized as an expert in one area

● Complexity is high (territory/account, products/services, sales or account management process); may serve as team lead

● Has high level of authority/opportunity to set and negotiate product/service terms

● Plans own territory or account approach and manages own resources

● Has a deep understanding of business, financials, products/services, the market or the needs/challenges of assigned accounts

● Develops colleagues' and customers' understanding

● Recognized as an expert in one or more areas

● Complexity is extremely high (territory/account, products/services, sales or account management process); serves as team lead

● Has extremely high authority/opportunity to set and negotiate product/service terms

● Plans own territory or account approach and has input into colleagues' approaches; manages own and often others' resources

● Has an extremely deep understanding of business, financials, products/services, the market, and the needs/challenges of assigned accounts; develops colleagues' and customers' understanding; is recognized as an expert in many areas

● Works with large/important/global accounts

● Has full authority/opportunity to set and negotiate product/service terms

● Plans own account management approach and has input into colleagues' approaches; manages own and often others' resources

● Is recognized externally as a leading sales strategist and business expert, with highly sophisticated understanding of customer needs and competitors’ offerings

● Is recognized internally as a role model and leader in planning and executing successful sales strategies for the organization’s largest and most complex clients or markets

● Develops and implements new and innovative approaches to the sales process, including negotiation of sales and service terms, and approaches to account management and utilization of resources

● Leads projects or initiatives that extend beyond the sales organization

● Progression to this level is typically restricted on the basis of individual capabilities and business requirements

Customer/Client Management and Sales (S1-S6)

Towers Watson Data ServicesCareer Level Profiles

S2Intermediate

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T2Intermediate

T1Entry

T3Senior

T4Lead

● Has basic skills in an analytical or scientific method or operational process

● Works within clearly defined standard operating procedures and/or scientific methods and adheres to quality guidelines

● Works with close supervision

● Expands skills in own work area within an analytical/scientific method or operational process

● Applies experience and skills to complete assigned work within own area of expertise

● Works within standard operating procedures and/or scientific methods

● Works with a moderate degree of supervision

● Has developed proficiency in a range of processes or procedures through job-related training and considerable on-the-job experience

● Completes a variety of atypical assignments

● Works within defined processes and procedures or methodologies and may help determine the appropriate approach for new assignments

● Works with a limited degree of supervision

● Acts as an informal resource for colleagues with less experience

● Has advanced and specialized expertise, typically developed through a combination of job-related training and considerable on-the-job experience

● Completes assignments and facilitates the work activities of others; may coordinate work beyond own area

● Proposes improvements to processes

● Acts as a lead, coordinating the work of others ⎯ but is not a supervisor

● Works autonomously within established procedures and practices

Technical Support (T1-T4)

Towers Watson Data ServicesCareer Level Profiles

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U2Intermediate

U1Entry

U3Senior

U4Lead

● Entry level job with little or no prior relevant work experience

● Acquires basic skills to perform routine tasks

● Work is prescribed and completed with little autonomy

● Works with either close supervision or under clearly defined procedures

● Has developed knowledge and skills through formal training or considerable work experience

● Entry level often for those with work experience in the skill area

● Works within established procedures with a moderate degree of supervision

● Identifies the problem and all relevant issues in straightforward situations, assesses each using standard procedures, and makes sound decisions

● Has developed specialized skills or is multi-skilled through job-related training and considerable on-the-job experience

● Completes work with a limited degree of supervision

● Likely to act as an informal resource for colleagues with less experience

● Identifies key issues and patterns from partial/conflicting data

● Takes a broad perspective to problems and spots new, less obvious solutions

● Has developed expertise in a variety of work processes or activities typically developed through a combination of job-related training and considerable on-the-job experience

● Typically acts as a lead, coordinating the work of others, but not a supervisor

● Works autonomously within established procedures and practices

● Anticipates patterns and links; looks beyond the immediate problem to the wider implications

● Generates new and innovative solutions to complex problems

Business Support (U1-U4)

Towers Watson Data ServicesCareer Level Profiles

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W2Intermediate

W1Entry

W3Senior

W4Lead

● Entry-level job with little or no prior relevant experience

● Work is prescribed and completed with close supervision and little autonomy

● Duties are clearly defined and methods and tasks are described in detail

● Has developed skills through formal training or considerable work experience

● Works within established procedures with a moderate degree of supervision

● Has developed proficiency through job-related training and considerable on-the-job experience

● Completes work with a limited degree of supervision

● Likely to act as an informal resource for colleagues with less experience

● Has developed expertise, typically through a combination of job-related training and considerable on-the-job experience

● Typically acts as a lead, coordinating the work of others – but is not a supervisor

● Works autonomously within established procedures and practices

● Has developed a specialized level of skill to perform assigned tasks

Production/Operations (W1-W4)

Towers Watson Data ServicesCareer Level Profiles

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Towers Watson Data Services CSR job descriptions and level guides replaced by function, discipline, career level

Level 3 – Senior (Level Guide PROF4) Career Level P3/Global Grades 11–12Senior Career Level Professional

Job Definition

Career Level• Typically has 5-8 years of professional experience; fully competent

professional (i.e., it is expected that all competent professionals will reach this level)

• Possesses and applies a broad knowledge of principles, practices, and procedures of particular field of specialization to the completion of difficult assignments

• Usually works with minimum supervision, conferring with superior on unusual matters

• May be assisted by Entry/Junior or Intermediate Level personnel• Assignments are broad in nature, usually requiring originality and

ingenuity• Has appreciable latitude for unreviewed action or decision

• Requires in-depth knowledge and experience• Uses best practices and knowledge of internal or external business

issues to improve products or services• Solves complex problems; takes a new perspective using existing

solutions• Works independently; receives minimal guidance• Acts as a resource for colleagues with less experience; may direct

the work of other staff members• Represents the level at which career may stabilize for may years or

even until retirement

2010 Code: 3020–3 2011 Code: AMK040 – P3

• Performs analyses and prepares forecasts and recommendations in the areas of product preferences, sales coverage, market penetration, market practices and sales trends

• Researches market conditions to determine potential sales of a product

Discipline Description

Job Family Function (AMK)Marketing Marketing

Title Discipline (AMK040)Market Research Analyst Market Research/Intelligence

Analyzes existing and potential product/service markets. Collects and analyzes data on established and prospective customers and on competitors. Prepares reports that interpret market conditions and potentials. Investigates methods, costs of distribution, and advertising.

Level 3 – Senior (Level Guide PROF4)

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Towers Watson Data Services Job Matching Process for Nonexecutive Jobs

15

For Each Job

Align your internal structures to

Career Bands/Career Levels and review for

cross-functional Consistency

Identify appropriate

Function (Job Family)

Select appropriate Discipline

(specialty within Function)

Select appropriate

Career Level based on your

alignment

Align internal structures

to survey levelsSelect

DisciplineIdentify

FunctionAssignCareer Level

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Towers Watson Data Services Job Matching Example Computer Systems Administration — Career Level P3/Global Grade 11–12

Discipline Code Function/Discipline

AIT IT Administration

AIT000 IT Administration Generalist/Multidiscipline

AIT010 Computer Systems Administration

AIT015 Web Site Administration

AIT020 Help Desk Support

1. Review and identify Career Band2. Select appropriate Career Level3. Corresponding Global Grade

4. Select Function and Discipline

Job Code: AIT010-P3

Grade 7 8 9 10 11 12 13 14 15 16 17

Professional (P)

P1 P2 P3 P4 P5 P6

Only match to Career Levels in North America. No need to match to individual Global Grades.

1. Professional2. Career–P33. Global Grade 11–12

Professional (P)

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Towers Watson Data ServicesExamples of Matches to the Accounting Disciplines

17

Group Accounting MgrAFB000 – M4 (Group Manager)

Division Accounting MgrAFB010 – M3

(Senior Manager)

Senior Accountant

AFB010 – P3 (Career)

Accounting ClerkAFB010 – U2 (Intermediate)

Division Mgr, Cost Accounting

AFB040 – M2 (Manager)

Division Accounting MgrAFB010 – M2

(Manager)

Accounting Supervisor

AFB010 – M1 (Supervisor)

Group Cost Accounting MgrAFB040 – M3

(Senior Manager)

DisciplinesAFB000 Accounting Generalist/MultidisciplineAFB010 General AccountingAFB040 Cost Accounting

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Towers Watson Data ServicesSurvey Changes for 2011

18

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Towers Watson Data Services Top Management (TOP)

2010 Top Management

Benchmark survey

Long-term incentives collected by position

2011 Top Management

Benchmark survey - job codes reflect the Function/Discipline

Long-term incentives now collected by salary level

New positions and title changes

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Towers Watson Data Services Supervisory and Middle Management (SMM)2010 Supervisory Management

Three supervisory levels

Level 1 – “working supervisor”

Level 2 – “first true” level of supervision

Level 3 – “senior supervisor” infrequently reported

2011 Supervisory and Middle Management

Appropriate matches would be “lead level” and first two management levels

Working supervisor should be matched to lead level in Technical Support (T), Business Support (U) and Production/Operations (W) bands; do not report matches to this survey

M1 (Supervisor) – Supervises nonexempt personnel, M2 (Manager) – supervises exempt personnel and/or M1 incumbents

May match to M2 but matches need to be carefully reviewed

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Towers Watson Data Services Supervisory and Middle Management (SMM)

Benchmarks only with management levels embedded in the position descriptions

Single level with large possible gaps

No “hybrid” positions

Management Levels M2 – M5 apply to all combined functions/ disciplines

Will fill gaps between “managers” and “executives” for many companies

Triple zero discipline will capture “hybrid” or multidisciplinary jobs

21

2010 Middle Management 2011 Supervisory and Middle Management

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Towers Watson Data Services Specialized Professional (SPP)

2010 Professional Specialized

Combination of “leveled” positions and “no level” positions

Upper levels were mix of individual contributors and managers

Level guides referred to years of experience

2011 Specialized Professional

Six professional levels apply to all functions/disciplines

Exclusively individual contributors (managers reported in SMM)

Levels defined by responsibilities, scope and breadth of work and impact on the organization

Level P3 (Career) – level at which career may stabilizeLevel P4 (Specialist) – recognized expert within organization; typically restrictedLevels P5 (Master) and P6 (Renowned Expert) – rare, restricted to “gurus”

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Towers Watson Data Services Administrative Professional (ADP)

Combination of “leveled” positions and “no level” positions

Upper levels were mix of individual contributors and managers

Level guides referred to years of experience

Sales positions were typically only two levels

Six professional levels apply to all functions/disciplines except SalesExclusively individual contributors (managers reported in SMM)

Levels defined by responsibilities, scope and breadth of work and impact on the organization

Level P3 (Career) – level at which career may stabilizeLevel P4 (Specialist) – recognized expert within organization; typically restrictedLevels P5 (Master) and P6 (Renowned Expert) – rare, restricted to “gurus”

Sales and account management jobs are mapped to the six levels of the S Band

23

2010 Professional Administrative

2011 Administrative Professional

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Towers Watson Data Services Technical Support and Production (TSP)

Combination of “leveled” positions and “no level” positions

Working supervisors not reported

Two Career Bands each with Four Career Levels (Technical Support and Production/Operations)

T Band used for Technical Disciplines (Product Development Support, IT)

W Band used for manual labor and unskilled/semi-skilled functions

Lead level (T4 and W4) should be used to report “working supervisors”

24

2010 Technician and Skilled Trades Personnel

2011 Technical Support and Production

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Towers Watson Data Services Office and Business Support (OBS)

Combination of “leveled” positions and “no level” positions

Working supervisors not reported

Four Levels in U Career Band (Business Support)

Lead level (U4) should be used to report “working supervisors”

25

2010 Office Personnel 2011 Office and Business Support

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Towers Watson Data ServicesFunctions and Disciplines

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Towers Watson Data Services Functions Covered in CSR Reports

TOP SMM SPP ADP TSP OBS

AAA Top Executive

AAB Profit Center Management

AAS Administrative Services

AAT Administrative Transportation Services

AAY Security

ACA Corporate Affairs/Communications

ACD Strategic Planning/Corporate

AFA Finance

AFB Accounting

AFC Credit and Collections

AFT Financial Analysis and Tax

AFU Audit and Financial/Business Controls

AFY Risk Management

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Towers Watson Data Services Functions Covered in CSR Reports (continued)

TOP SMM SPP ADP TSP OBS

AGA General Administration

AHR Human Resources

AHS Environmental Health and Safety

AIC Information Technology

AID IT Development

AIT IT Administration

ALG Legal

ALS Legal Support

AMJ Sales and Marketing

AMK Marketing

AMS Customer Support/Operations

AMT Technical Customer Support

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Towers Watson Data Services Functions Covered in CSR Reports (continued)

TOP SMM SPP ADP TSP OBS

AOL Manufacturing and Engineering

AOM Manufacturing/Operations

APM Project/Program Management

AQY Quality Assurance Methods

ARE Real Estate and Facilities

ARO Research and Development

ARP Product Development

ARR Product Development Support

ASC Supply Chain Management

AZE Engineering

AZT Technical Specialty/Skilled Trade

AZU Manual/Unskilled Labor

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Towers Watson Data Services Functions Covered in CSR Reports (continued)

TOP SMM SPP ADP TSP OBS

CAM Account Management

CSC Channel Sales

CSD Direct Sales

CSG Government Sales

CTS Telesales

CUS Sales Support and Administration

CUT Technical Sales Support

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Towers Watson Data Services AAS Administrative Services

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AAS000 Administrative Services Generalist/MultidisciplineAAS010 Office/Location ServicesAAS011 ClericalAAS012 Word Processing/PresentationsAAS013 Print ServicesAAS020 Library/Information ServicesAAS030 Receptionist/SwitchboardAAS040 Secretarial/Executive Administrative AssistanceAAS050 Travel Services AAS070 Food and Beverage AdministrationAAS072 Food and Beverage ServiceAAS074 Food PreparationAAS999 Administrative Services – No Applicable Discipline

Provides various office and location support activities. Identifies, enhances and follows specific processes and procedures to maximize the efficiencies of the business to which the support is being provided; ensures the correct functioning of facilities, office and/or business support services.

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Towers Watson Data Services AAT Administrative Transportation Services

AAT000 Administrative Transportation Services Generalist/MultidisciplineAAT010 Vehicle Fleet ManagementAAT015 Vehicle MaintenanceAAT020 Driver/ChauffeurAAT999 Administrative Transportation Services – No Applicable Discipline

Provides and administers passenger transportation and vehicle services, such as vehicle fleet management, chauffeur services, aircraft management and operations.

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Towers Watson Data Services AAY Security

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AAY000 Security Generalist/MultidisciplineAAY002 Security ArmedAAY003 Security UnarmedAAY010 Business ContinuationAAY999 Security – No Applicable Discipline

Protects the organization's employees, properties and all items of value on the organization's premises from any preventable harm or danger.

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Towers Watson Data Services ACA Corporate Affairs/Communications

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ACA000 Corporate Affairs/Communications Generalist/MultidisciplineACA010 Public RelationsACA020 Community Affairs/RelationsACA050 Regulatory Affairs and ComplianceACA060 Environmental Affairs and ComplianceACA070 Government RelationsACA100 Internal/Employee CommunicationsACA110 Creative Writing ServicesACA120 Creative Design ServicesACA190 Not-For-Profit Development Generalist/MultidisciplineACA191 Not-For-Profit Development – Fundraising/major GiftsACA192 Not-For-Profit Development – Membership ManagementACA193 Not-For-Profit Development – Program ManagementACA999 Corporate Affairs/Communications – No Applicable Discipline

Researches, develops, plans, designs, maintains and implements policies and programs that enhance the organization's relations with the community, the public, government and regulatory authorities, shareholders and employees. Delivers communications through various media. Coordinates dissemination of the organization's communications with news or trade media contacts, through special events, public speaking or other means to reach defined audiences and meet specific program objectives.

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Towers Watson Data Services ACD Strategic Planning/Corporate Development

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ACD000 Strategic Planning/Corporate Development Generalist/MultidisciplineACD010 Strategic PlanningACD020 Corporate Development and Licensing Generalist/MultidisciplineACD999 Strategic Planning/Corporate Development – No Applicable Discipline

Develops the organization's strategic plan(s) to ensure its continued successful growth and profitability. Conducts environmental scans, organization positioning analyses and other studies. Identifies, investigates, evaluates and negotiates acquisitions/divestitures, licensing opportunities and strategic business alliances that are in line with the organization's long-range goals.

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Towers Watson Data Services AFA Finance

AFA000 Finance Generalist/Multidiscipline

Develops, implements and maintains the financial plans and policies of the organization. Establishes fiscal controls, prepares financial reports, maintains relations with investment and banking communities, advises management on financial affairs and assists in long-range planning.

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Towers Watson Data Services AFB Accounting

AFB000 Accounting Generalist/MultidisciplineAFB010 General AccountingAFB040 Cost AccountingAFB050 Bookkeeping/Account MaintenanceAFB060 Accounts Payable/ReceivableAFB061 Accounts PayableAFB062 Accounts ReceivableAFB070 PayrollAFB999 Accounting – No Applicable Discipline

Establishes and maintains accounting policies and controls, fiscal controls, preparing financial reports and safeguarding the organization's assets. Maintains accounting and financial records and reports including, general ledger, financial statements, regulatory and management reports.

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Towers Watson Data Services AFC Credit and Collections

AFC000 Credit and Collections Generalist/MultidisciplineAFC010 CreditAFC020 CollectionsAFC030 Call Center CollectionsAFC999 Credit and Collections – No Applicable Discipline

Minimizes financial risk to the organization by assessing and advising on creditworthiness of prospective and existing customers. Negotiates and advises on collection of overdue bills and takes appropriate action to recover overdue payments.

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Towers Watson Data Services AFT Financial Analysis and Tax

AFT000 Financial Analysis, Audit and Tax Generalist/MultidisciplineAFT010 Financial AnalysisAFT020 Budget AnalysisAFT030 Treasury OperationsAFT050 Tax Reporting and ComplianceAFT080 Insurance RiskAFT999 Financial Analysis and Tax – No Applicable Discipline

Conducts financial analyses. Develops and prepares the organization's financial plans and budgets, interprets financial reports and tax returns, and maintains good corporate relations with the investment and banking communities.

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Towers Watson Data Services AFU Audit and Financial/Business Controls

AFU000 Audit and Financial/Business Controls Generalist/MultidisciplineAFU010 General AuditAFU020 IS AuditAFU999 Audit and Financial/Business Controls – No Applicable Discipline

Designs, develops and implements the organization's audit program for accounting and financial control systems.

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Towers Watson Data Services AFY Risk Management

AFY000 Risk Management Generalist/Multidiscipline

Develops, recommends and implements controls and cost-effective approaches to minimize the organization's risks effects. Identifies and analyzes potential sources of loss to minimize risk and estimates the potential financial consequences of an occurring loss.

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Towers Watson Data Services AGA General Administration

AGA000 General Administration Generalist/Multidiscipline

Performs two or more staff functions such as accounting, human resources, training, records management, materials management, security or facilities management. Plans, coordinates and manages the allocation of resources (e.g., people, equipment) to deliver timely results.

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Towers Watson Data Services AHR Human Resources

AHR000 HR Generalist/Consultant Generalist/Multidiscipline

AHR010 Compensation and Benefits Generalist/Multidiscipline

AHR020 Compensation Generalist/MultidisciplineAHR060 BenefitsAHR095 Employee RelationsAHR100 Labor RelationsAHR116 Equal Employment Opportunity (EEO)AHR120 Organization Development

AHR130 Employee Development/Training Generalist/Multidiscipline

AHR140 RecruitmentGeneralist/Multidiscipline

AHR142 Recruitment – ManagementAHR144 Recruitment – Professional/

TechnicalAHR148 Recruitment – Support/HourlyAHR150 Human Resources Information

Systems (HRIS)AHR999 Human Resources – No Applicable

Discipline

Designs, implements and monitors human resource programs and policies, including recruitment, learning and development, performance management, compensation, benefits, equal opportunity and diversity, etc. Anticipates and plans for long-term human resource needs and trends.

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Towers Watson Data Services AHS Environmental, Health and Safety

AHS000 Environmental, Health and Safety Generalist/MultidisciplineAHS010 Environmental ScienceAHS030 Health and SafetyAHS040 Industrial HygieneAHS050 SafetyAHS070 Workers Compensation Case ManagementAHS090 Medical Services – NursingAHS999 Environmental, Health and Safety – No Applicable Discipline

Designs, develops, implements and oversees the organization's environmental, health and safety programs and procedures to safeguard employees and surrounding communities and to ensure that all facilities are in compliance with regulations.

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Towers Watson Data Services AIC Information Technology

AIC000 Information Technology Generalist/Multidiscipline

Responsible for both the design, development and implementation of short- and long-term solutions to information technology (IT) needs through new and existing applications, systems architecture, network systems and applications infrastructure, and the management of the IT infrastructure within an organization.

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Towers Watson Data Services AID IT Development

AID000 IT Development Generalist/MultidisciplineAID010 Application DevelopmentAID015 Internet/Web Application DevelopmentAID020 Business Systems AnalysisAID050 Software Quality Assurance and TestingAID060 Database Design and AnalysisAID090 Network Planning and ImplementationAID100 Enterprise Resource Planning (ERP)AID999 IT Development – No Applicable Discipline

Designs, develops, modifies, adapts and implements short- and long-term solutions to information technology (IT) needs through new and existing applications, systems architecture, network systems and applications infrastructure. Reviews system requirements and business processes; codes, tests, debugs and implements software solutions.

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Towers Watson Data Services AIT IT Administration

AIT000 IT Administration Generalist/MultidisciplineAIT010 Computer Systems AdministrationAIT015 Web Site AdministrationAIT020 IT Help Desk SupportAIT025 IT Onsite SupportAIT030 Database AdministrationAIT040 Network Control/AdministrationAIT050 E-mail AdministrationAIT060 IS Disaster Recovery/Business ContinuationAIT070 IS SecurityAIT080 IT Training/DocumentationAIT085 Data ControlAIT086 Data EntryAIT999 IT Administration – No Applicable Discipline

Manages the Information Technology (IT) infrastructure within an organization, including the physical network (e.g., WAN/LAN, servers, terminals) as well as server applications and software (e.g., PeopleSoft, Oracle). Configures, installs, maintains and upgrades server applications and hardware.

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Towers Watson Data Services ALG Legal

ALG000 Legal Generalist/MultidisciplineALG010 Contract LawALG020 Employment LawALG999 Legal – No Applicable Discipline

Provides legal advice and services on issues concerning the rights, obligations and privileges of the organization. Represents the organization to customers, suppliers, competitors and government agencies. Provides resolution of business or technical issues by identifying legal solutions and recommending a course of action. Examines legal data to determine advisability of defending or prosecuting lawsuits.

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Towers Watson Data Services ALS Legal Support

ALS000 Legal Support Generalist/MultidisciplineALS010 ParalegalALS020 Contract AdministrationALS040 Legal SecretaryALS999 Legal Support – No Applicable Discipline

Provides support for a variety of law-related activities that do not require a law degree, including legal or factual research, contract administration, document preparation and analysis, citation checking, and trial preparation.

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Towers Watson Data Services AMK Marketing

AMK000 Marketing Generalist/MultidisciplineAMK020 Marketing CommunicationsAMK025 AdvertisingAMK040 Market Research/IntelligenceAMK050 Product ManagementAMK060 Direct MarketingAMK100 Trade Shows/Events

Markets the organization's products, brands and/or services. Designs, develops and implements communication programs to advertise the organization's products/brands/services using media (TV, radio, print, direct mail, the Internet), events, and sales promotions. Develops and evaluates pricing strategies and structures. Designs and maintains websites to promote and sell the organization's products through the Internet.

AMK110 E-Commerce MarketingAMK111 Internet Search OptimizationAMK112 Social Media MarketingAMK120 Web Content Management/ProductionAMK150 Web Creative WritingAMK999 Marketing – No Applicable Discipline

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Towers Watson Data Services AMS Customer Support/Operations

AMS000 Customer Support/Operations Generalist/MultidisciplineAMS010 Customer ServiceAMS020 Customer Contact Center Generalist/MultidisciplineAMS022 Customer Contact Center – Complaints EscalationAMS024 Customer Contact Center Planning and MonitoringAMS026 Customer Contact Center Process ImprovementAMS040 Customer Billing Resolution AMS999 Customer Support/Operations – No Applicable Discipline

Provides new and existing customers with the best possible service in relation to billing inquiries, service requests, suggestions and complaints. Includes Call Center – Outbound, Call Center/Customer Service and e-Commerce Customer Service.

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Towers Watson Data Services AMT Technical Customer Support

AMT000 Technical Customer Support Generalist/MultidisciplineAMT010 Technical Customer Support – Remote/Help DeskAMT020 Technical Customer Support – Customer SiteAMT999 Technical Customer Support – No Applicable Discipline

Provides post-sale technical support services to customers, including installation, troubleshooting, problem resolution and maintenance. Responds to customer questions regarding operation and malfunctions. Advises customers on preventative maintenance and configuration adjustments to improve product performance and customer satisfaction.

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Towers Watson Data Services AOL Manufacturing and Engineering

AOL000 Manufacturing and Engineering Generalist/Multidiscipline

Responsible for the manufacturing and engineering aspects of production operations.

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Towers Watson Data Services AOM Manufacturing/Operations

AOM000 Manufacturing/Operations Generalist/MultidisciplineAOM010 Production Planning and ControlAOM015 Production/Process Equipment OperationsAOM020 Production AssemblyAOM999 Manufacturing/Operations – No Applicable Discipline

Manages manufacturing and/or production operations including assembly, machinery, processing and/or packaging. Sets production schedules based on product introduction, equipment efficiency, materials supply, staffing resources, and volume required to meet demand and to ensure maximum production quantity and quality.

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Towers Watson Data Services APM Project Management

APM000 Project/Program Management Generalist/MultidisciplineAPM010 Information Technology Project ManagementAPM020 Facilities Construction Project ManagementAPM030 Engineering Project ManagementAPM999 Project/Program Management – No Applicable Discipline

Plans, monitors and manages internal projects from initiation through completion. Secures required resources, and uses formal processes and tools to manage resources, budgets, risks and changes. Manages projects to ensure on-time completion according to specifications and within budgeted costs. At the higher levels, incumbents manage large multifaceted projects; at lower levels incumbents may be concerned with clearly identifiable elements or functions within a larger project. Typically incumbents matched to this function are working towards or have achieved certification in project management.

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Towers Watson Data Services AQY Quality Assurance Methods

AQY000 Quality Assurance Methods Generalist/MultidisciplineAQY020 Business Process ImprovementAQY999 Quality Assurance Methods – No Applicable Discipline

Develops and implements programs to establish and maintain quality standards of existing products and services, as well as developing programs to focus employees on quality improvement. Develops policies, procedures and methods to check product, material, components and/or operational quality and improve same.

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Towers Watson Data Services ARE Real Estate and Facilities

ARE000 Real Estate and Facilities Generalist/MultidisciplineARE010 Real Estate/Property ManagementARE020 Facilities ManagementARE999 Real Estate and Facilities – No Applicable Discipline

Plans, controls and directs real estate activities such as site location and acquisition, right-of-way negotiation, building and land acquisition and disposition, space leasing, property management, and maintenance of properties.

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Towers Watson Data Services ARO Research and Development

ARO000 Research and Development Generalist/Multidiscipline

Has primary responsibility for both applied research/engineering development and (where it exists) basic fundamental, theoretical ("blue sky") research. Applied research responsibilities include research into specific applications such as improved quality of existing products, more cost-effective manufacturing processes, a new product line, or a new area of business. Basic research includes the design of fundamental, theoretical ("blue sky") investigations that expand knowledge but do not specifically result in new products, new processes or new business areas.

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Towers Watson Data Services ARP Product Development

ARP000 Product Development Generalist/MultidisciplineARP010 Product Development – Physical ScienceARP020 Product Development – Health ScienceARP030 Product Development – Life ScienceARP040 Product Development – Mathematics, Statistics and Computer ScienceARP050 Product Development – EngineeringARP080 Product Development – Creative Design/Industrial DesignARP999 Product Development – No Applicable Discipline

Discovers, develops and evaluates new product ideas or strategic product extensions, and translates research discoveries into usable and marketable products. Leads, plans and tracks all phases of the product life cycle, from inception through introduction into the marketplace. Appraises new product ideas to determine their potential to address customer needs and to achieve goals in revenue growth and market share. Establishes product specifications, and coordinates with various functions, including engineering, manufacturing, marketing and sales, to ensure successful product development and implementation.

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Towers Watson Data Services ARR Product Development Support

ARR000 Product Development Support Generalist/MultidisciplineARR010 Product Development Support – Physical ScienceARR020 Product Development Support – Health ScienceARR030 Product Development Support – Life ScienceARR040 Product Development Support – Mathematics, Statistics and

Computer ScienceARR060 Product Development Technical WritingARR070 Product Development Library/Knowledge ManagementARR999 Product Development Support – No Applicable Discipline

Provides technical support to discovery and development of new product ideas or strategic product extensions. Participates in analytical, experimental, investigative and other fact-finding work in support of product development scientists and engineers. Collects and classifies new product ideas. Captures specifications for product requirements and functionality.

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Towers Watson Data Services ASC Supply Chain Management

ASC000 Supply Chain Management Generalist/Multidiscipline

ASC015 Materials Planning/SchedulingASC020 Materials ManagementASC022 Forklift OperationsASC025 Inventory ControlASC030 LogisticsASC035 Import/ExportASC040 WarehousingASC045 FulfillmentASC050 TransportationASC052 Transportation – Delivery Vehicle Ops.

Generalist/Multidiscipline

ASC050 Transportation – Light Delivery Vehicle Ops.

ASC050 Transportation – Heavy Delivery Vehicle Ops.

ASC050 Transportation – Tractor Trailer Del. Vehicle Ops.

ASC060 Purchasing Generalist/MultidisciplineASC070 Goods PurchasingASC080 Services PurchasingASC090 Technical PurchasingASC095 Commodity PurchasingASC999 Supply Chain Management – No

Applicable Discipline

Performs supply chain and logistics functions, which may include, but are not limited to, material procurement, production planning, inventory control, outsourcing, vendor selection, and distribution. Creates integrated processes among internal functions such as operations, purchasing and logistics, and outside suppliers. Focuses resources on continuous improvement of the movement of materials through various production processes, and establishes key performance metrics and benchmarks relating to supply chain planning/forecasting to measure actual performance against goals on a regular basis. Promotes alignment by understanding and communicating customer needs and requirements throughout the organization.

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Towers Watson Data Services AZE Engineering

AZE000 Engineering Generalist/MultidisciplineAZE010 Chemical EngineeringAZE030 Quality Assurance EngineeringAZE040 Civil EngineeringAZE050 Electrical Equipment EngineeringAZE060 Process EngineeringAZE070 Industrial EngineeringAZE080 Manufacturing EngineeringAZE090 Tool and Design Engineering

AZE110 Mechanical EngineeringAZE120 Environmental EngineeringAZE140 Electronic EngineeringAZE150 Packaging EngineeringAZE160 Safety EngineeringAZE170 Structural/Facilities EngineeringAZE999 Engineering – No Applicable

Discipline

Performs engineering work in operations, production, construction or maintenance environments. Designs and scales up manufacturing processes, instruments and equipment, and tests manufactured products to maintain quality. Plans, designs and estimates time and cost, and oversees construction and maintenance of structures, facilities, systems and components. Analyzes and develops solutions to engineering problems related to manufacturing equipment and systems or the causes of component failures. Develops and applies engineering standards and procedures, and provides advice on issues within the engineering field.

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Towers Watson Data Services AZT Technical Specialty/Skilled Trade

AZT000 Technical Specialty/Skilled Trade Generalist/Multidiscipline

AZT010 Equipment Maintenance Technical SpecialtyAZT015 Civil Engineering Technical SpecialtyAZT020 Calibration Technical SpecialtyAZT030 Product Test/Debug Technical SpecialtyAZT040 Facilities Technical SpecialtyAZT050 Process Technical SpecialtyAZT060 Quality Control/Inspection Technical SpecialtyAZT070 Test Equipment Technical SpecialtyAZT080 CAD/CAE Drafting Technical SpecialtyAZT085 Design and DraftingAZT090 Production/Operations Lab Technical Specialty

Generalist/Multidiscipline

AZT100 Biology Technical SpecialtyAZT110 Chemistry Technical SpecialtyAZT120 Stationary Engineering Technical SpecialtyAZT130 Technical Documentation ControlAZT140 Skilled Trade Generalist/MultidisciplineAZT150 Electrical Skilled TradeAZT160 Welding Skilled TradeAZT170 Mechanical Skilled TradeAZT180 Machinery/Millwright Skilled TradeAZT190 Finishing/Coating/PaintingAZT191 CarpentryAZT192 MasonryAZT999 Technical Specialty/Skilled Trade – No

Applicable Discipline

Provides technical support to engineers and scientists in areas such as production, operations, maintenance, safety, testing, process improvement or product development. Uses schematics, diagrams, written and verbal descriptions or defined plans to perform testing and troubleshooting on electronic or mechanical components, equipment or systems. Gathers, maintains, formats, compiles, and manipulates technical data using established formulae and procedures, and performs detailed mathematical calculations.

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Towers Watson Data Services AZU Manual/Unskilled Labor

AZU000 Manual/Unskilled Labor Generalist/MultidisciplineAZU010 MaintenanceAZU999 Manual/Unskilled Labor – No Applicable Discipline

Performs a variety of general manual labor tasks (e.g., sweeping and cleaning floors and work areas, picking up papers and refuse from grounds, assisting in the handling of heavy materials, making minor repairs, mowing lawns, shoveling snow, cleaning, dusting, washing windows, moving and polishing furniture and equipment). Follows specific processes and procedures to maintain the buildings, facilities and grounds.

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Towers Watson Data Services CAM Account Management

CAM000 Account Management Generalist/MultidisciplineCAM005 Account ManagementCAM010 Major/Strategic Account Management Single CountryCAM020 Major/Strategic Account Management GlobalCAM999 Account Management – No Applicable Discipline

Builds and maintains effective long-term relationships with a defined customer base to ensure a high level of satisfaction and increase revenues. Serves as the primary interface for all products and services, and creates demand for the organization's products and services by raising their profile with customers. Typically has a limited number of key/strategic accounts and maintains relationships with clients at the senior management or executive level.

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Towers Watson Data Services CSC Channel Sales

CSC000 Channel Sales Generalist/MultidisciplineCSC010 Channel Sales – Durable Goods Generalist/MultidisciplineCSC020 Channel Sales – Nondurable Goods Generalist/MultidisciplineCSC020 Channel Sales – No Applicable Discipline

Maximizes revenues from sales of the organization's products and/or services through a base of reseller partners such as dealers, systems integrators, value added resellers (VARs), distributors or retailers. Locates, evaluates and recruits potential channel partners. Supports partners throughout the sales process in all sales-oriented activities, such as marketing, advertising, sales promotions and training to achieve revenue targets.

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Towers Watson Data Services CSD Direct Sales

CSD000 Direct Sales Generalist/MultidisciplineCSD010 Direct Sales – Durable Goods Generalist/MultidisciplineCSD020 Direct Sales – Nondurable Goods Generalist/MultidisciplineCSD030 Direct Sales – Services Generalist/MultidisciplineCSD999 Direct Sales – No Applicable Discipline

Closes direct sales of products and/or services in order to meet individual/team quotas and the organization's business objectives. Creates, monitors and revises lead generation plans to ensure a substantive sales opportunity pipeline. Typically, sales cycles are relatively short.

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Towers Watson Data Services CSG Government Sales

CSG000 Government Sales Generalist/MultidisciplineCSG010 Government Sales – Durable Goods Generalist/MultidisciplineCSG020 Government Sales – Nondurable Goods Generalist/MultidisciplineCSG030 Government Sales – Services Generalist/MultidisciplineCSG999 Government Sales – No Applicable Discipline

Promotes and sells technical and/or nontechnical products and/or services and solutions directly to government entities or subcontractors. Develops new accounts and/or expands existing accounts within assigned agencies or geographic territories. Ensures that the organization's sales initiatives are fully compliant with government procurement procedures and guidelines.

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Towers Watson Data Services CTS Telesales

CTS000 Telesales Generalist/MultidisciplineCTS010 Telesales – Inbound/InsideCTS020 Telesales – Outbound CTS999 Telesales – No Applicable Discipline

Initiates and answers inbound and/or outbound sales calls directly from/to prospective and/or existing customers. Responds to customer questions and takes orders. Builds rapport with customers by probing for needs and recommending appropriate solutions. Achieves monthly, quarterly, and annual sales objectives, while ensuring the optimum customer experience and satisfaction.

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Towers Watson Data Services CUS Sales Support and Administration

CUS000 Sales Support and Administration Generalist/MultidisciplineCUS010 Sales TrainingCUS020 Product Sales FinancingCUS030 Sales PlanningCUS999 Sales Support and Administration – No Applicable Discipline

Supports sales representatives and channel partners in administrative areas such as order processing, sales quotes, sales information management, product training and financing. Tracks transactions and prepares reports regarding information such as order status, sales results, leads, sales quotas and sales representative earnings.

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Towers Watson Data Services CUT Technical Sales Support

CUT000 Technical Sales Support Generalist/MultidisciplineCUT010 Presales Technical Support/Systems EngineeringCUT040 Technical/Product TrainingCUT999 Technical Sales Support – No Applicable Discipline

Provides technical knowledge, advice and support to sales representatives, resellers and customers during the sales process to resolve requests regarding product/service technical issues and to maximize the benefits derived from the organization's products and/or services.

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Towers Watson Data ServicesParticipation Process

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Towers Watson Data Services Participation – twdataservices.com – Home page

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Towers Watson Data Services Participation – Survey Selection Screen

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Towers Watson Data Services Participation – Sample Home Screen – Office and Business Support

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Towers Watson Data Services Participation – Survey Home Page

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Towers Watson Data Services Participation – Mapping Matrix

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Towers Watson Data Services Participation – Participant Guide

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Questions and Comments

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