1. The Definitive
Guide to
Talent Planning
Updated TM Summit May 17

2. Objectives
To understand the process of Talent Management
starting from Talent Planning (Membership Planning)
to do it in the right way.
!
Launch Learning and Development frameworks for
1415 and plan for 6 months how to deliver.
!
Understanding the ideal process for key Talent
Management Processes.

4. Process of TM
Recruitment
• Talent Planning
• Talent Marketing
• Talent Selection &
Allocation
Post Recruitment
• Talent Induction
• Goal Setting &
Objective
XP Preparation
• Initial Education &
Transition
• Team Start Up &
Expectation Setting
Team XP
• Ongoing Education &
Mentorship
• Talent Tracking
• Talent Review
• Reward, Punishment,
Recognition
• Succession
XP Closing
• Experience Review
• Recognition
• Upsell

5. Talent Planning

6. Common Traps
• Using last year’s structure
• Thinking ‘ah didn’t like last year’s structure’ so let
be adjust it a little
• Using the talent planning tool and just forming a
total number of members to be recruited
• Thinking ‘I want to grow like this LC’ and then
copying their structure

7. Do you know how to make a
structure?

8. 1 Talent Planning: making a structure
P R E PA R E A N D
U N D E R S TA N D
T H E TA R G E T
C L U S T E R E D
1 P R E PA R E T H E
J D / K P I2
M A K E T H E
S T R U C T U R E4
U N D E R S TA N D
Y O U R M E M B E R
E F F I C I E N C Y
P E R P R O C E S S
3

9. P R E PA R E A N D
U N D E R S TA N D
T H E TA R G E T
C L U S T E R E D
1
• Understand the exchange goals of your LC per
quarter and the appropriate conversion rates
• Based on MC direction, what is the cluster you fall
into (Big, Medium, Small, Expansion)
• Understand your common targets

10. • Start to prepare all the JD/KPI for the function
• List out all the job descriptions for each function
(without target)
• Ensure that every JD has clear KPIs to achieve it
P R E PA R E T H E
J D / K P I2

11. • Calculate last’s year member efficiency per front
office process (RA-MA-RE)
• If the member efficiency is very low - calculate the
ideal member efficiency/ make goals for this.
U N D E R S TA N D
Y O U R M E M B E R
E F F I C I E N C Y
P E R P R O C E S S
3
Achievement within 6 months of a process/
Amount of members within that process
!
eg. # of iGCDP RA from Jan - Jun/ # of TMP working
in iGCDP RA from Jan-Jun

12. Check MC planning tools to enable effective
structure planning!
M A K E T H E
S T R U C T U R E4

13. !
L E T ’ S M A K E
S T R U C T U R E S
F O R 1 4 - 1 5 ! ! !
!
P R E PA R E A N D
U N D E R S TA N D
T H E TA R G E T
1 P R E PA R E T H E
J D / K P I2 M A K E T H E
S T R U C T U R E3