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Leveraging the
                                         PNA in Leader
                                         Development
Mindy L. Levy, Ph.D.
Presentation to the Network Roundtable
April 3, 2013
Booz Allen Hamilton
                      •   Provide consulting services to the US
                          government in defense, intelligence,
                          and civil markets, and to major
                          corporations, institutions, and not-for-
                          profit organizations

                      •   Our approach leverages our matrix of
                          deep domain expertise and our strong
                          capabilities in strategy and
                          organization, analytics, technology,
                          and engineering and operations

                      •   We pride ourselves on having created
                          a strong leadership and people
                          development culture, supported by a
                          number of institutional mechanisms;
                          networks have long been an important
                          part of our culture and talent
                          management processes
                                                                     2

                                                              2
Our Own Network Analysis

• For many years we have been advising clients on
  analyzing and interpreting networks
• In 2010, we began to explore the impact of networks
  within our own organization in a major market segment
  of Booz Allen, with the following objectives:
   – Ensure Network Alignment
   – Assess Revenue Producing Collaborations
   – Improve Current Talent Management & Change Initiatives




                                                              3
Findings and Action Planning

                                                             Sample Actions
 High performers and more satisfied
  employees have larger networks and tend
                                              •   Infuse the network conversation into leader
  to work across boundaries such as levels,       development
  capabilities and locations                  •   Make new network connections with a
                                                  focus on high performers/high potentials
 A small percentage of people provide a          and new hires through proposals,
  large amount of network benefits (e.g.          assignments, mentoring, etc.
  political support, revenue generation,      •   Create profile of the characteristics of high
  decision-making, career advice,                 performing/highly connected individuals
                                                  and leverage in development and
  purpose/impact, personal support, and           onboarding programs
  problem solving)                            •   Use network data to identify a few key
                                                  individuals that, if linked, could provide a
 People tend to reach upward for                 large increase in interconnectivity
  information and other network benefits      •   Evaluate impact on the network of
                                                  individuals who have left the market or who
 Most highly networked individuals have          are high retention risks
                                              •   Leverage highly connected and high
  been with the firm >5 years                     energy individuals to engage others and
                                                  lead change initiatives
                                                                                                  4
Integration into Leader Development

 We’ve begun to pilot the integration of the Personal Network Analysis into key
 leadership transition programs, as well as our programs aimed at high potentials




                                                                                    5
Example: Leadership Excellence Program




                                                                                                                The PNA was
                                                                                                                  conducted
                                                                                                                following the
                                                                                                               formal program
                                                                                                                for continued
                                                                                                                development
Focus Areas:   Grow the Business   Inspire Followership   Influence Others   Collaborate/Manage Your Network               6
Using The PNA in our Programs

• Participants exposed to
  network concepts during
  the program
• PNA administered
  several months following
  the program
• Webinar to help
  participants understand
  their personal results
• Ability to revisit the PNA
  to add/modify network
  relationships
                                7
Taking One Further Step

 • Studied characteristics of those successfully managing their networks
 • 28 leaders were interviewed across the following categories: all were
   highly networked and met one of 3 conditions:

    –
    1 Quickly integrated into network (“tenure”)
    –
    2 Appropriately balanced network demands and leveraged others
      (“access”)
    3 Able to energize and motivate others (“energy”)
    –


• The resulting Success Profiles are being used to:
   – Enhance training solutions for existing leaders
   – Accelerate onboarding of new leaders

                                                                           8
Key Themes—Tenure Category
                                                                   Supporting
                                                                   Research
                             Advice for their colleagues…
         Tenure              • “Be patient, we are in an organization that
                                moves at a quick rate but let the relationships
• Entered the firm with a       form and don’t act like you know everything.”
  plan or strategy related   • “Embrace the culture, there are no single
  to networking                 heroes. Build your network as quickly as
• Benefited by having           possible. Have a plan of who you want to
                                meet and by when. At each interaction, ask
  someone to guide them         for two more names.”
  or people to turn to for   • “Build your colleague network as broad and
  questions                     wide as possible. Trust the institution and
• Leveraged prior               understand that collectively we succeed and
  experience to facilitate      individually we fail.”
                             • “Don’t say no and recognize the value that
  networking opportunities
                                you bring to the table and make it known.
• Proactively engaged in        Attend, meet, and accept all invitations and
  network development           the fog will lift.”
  behaviors                  • “Observe whose ideas are getting picked up
                                and get to know them.”
                                                                                  9
What’s Next?


• Continue to explore use of PNA in our programs and to
  improve its effectiveness
   –   Integrate into new or existing programs
   –   Determine the right timing to conduct PNA
   –   Find ways to increase resulting learning and action planning
   –   Encourage participants to revisit their survey
• Pilot use of PNA with executive coaching
• Conduct evaluations at multiple points in time




                                                                      10

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TNR2013 Mindy Levy, The Personal Network Assessment - Driving Leadership Development & Talent Management with the PNA

  • 1. Leveraging the PNA in Leader Development Mindy L. Levy, Ph.D. Presentation to the Network Roundtable April 3, 2013
  • 2. Booz Allen Hamilton • Provide consulting services to the US government in defense, intelligence, and civil markets, and to major corporations, institutions, and not-for- profit organizations • Our approach leverages our matrix of deep domain expertise and our strong capabilities in strategy and organization, analytics, technology, and engineering and operations • We pride ourselves on having created a strong leadership and people development culture, supported by a number of institutional mechanisms; networks have long been an important part of our culture and talent management processes 2 2
  • 3. Our Own Network Analysis • For many years we have been advising clients on analyzing and interpreting networks • In 2010, we began to explore the impact of networks within our own organization in a major market segment of Booz Allen, with the following objectives: – Ensure Network Alignment – Assess Revenue Producing Collaborations – Improve Current Talent Management & Change Initiatives 3
  • 4. Findings and Action Planning Sample Actions  High performers and more satisfied employees have larger networks and tend • Infuse the network conversation into leader to work across boundaries such as levels, development capabilities and locations • Make new network connections with a focus on high performers/high potentials  A small percentage of people provide a and new hires through proposals, large amount of network benefits (e.g. assignments, mentoring, etc. political support, revenue generation, • Create profile of the characteristics of high decision-making, career advice, performing/highly connected individuals and leverage in development and purpose/impact, personal support, and onboarding programs problem solving) • Use network data to identify a few key individuals that, if linked, could provide a  People tend to reach upward for large increase in interconnectivity information and other network benefits • Evaluate impact on the network of individuals who have left the market or who  Most highly networked individuals have are high retention risks • Leverage highly connected and high been with the firm >5 years energy individuals to engage others and lead change initiatives 4
  • 5. Integration into Leader Development We’ve begun to pilot the integration of the Personal Network Analysis into key leadership transition programs, as well as our programs aimed at high potentials 5
  • 6. Example: Leadership Excellence Program The PNA was conducted following the formal program for continued development Focus Areas: Grow the Business Inspire Followership Influence Others Collaborate/Manage Your Network 6
  • 7. Using The PNA in our Programs • Participants exposed to network concepts during the program • PNA administered several months following the program • Webinar to help participants understand their personal results • Ability to revisit the PNA to add/modify network relationships 7
  • 8. Taking One Further Step • Studied characteristics of those successfully managing their networks • 28 leaders were interviewed across the following categories: all were highly networked and met one of 3 conditions: – 1 Quickly integrated into network (“tenure”) – 2 Appropriately balanced network demands and leveraged others (“access”) 3 Able to energize and motivate others (“energy”) – • The resulting Success Profiles are being used to: – Enhance training solutions for existing leaders – Accelerate onboarding of new leaders 8
  • 9. Key Themes—Tenure Category Supporting Research Advice for their colleagues… Tenure • “Be patient, we are in an organization that moves at a quick rate but let the relationships • Entered the firm with a form and don’t act like you know everything.” plan or strategy related • “Embrace the culture, there are no single to networking heroes. Build your network as quickly as • Benefited by having possible. Have a plan of who you want to meet and by when. At each interaction, ask someone to guide them for two more names.” or people to turn to for • “Build your colleague network as broad and questions wide as possible. Trust the institution and • Leveraged prior understand that collectively we succeed and experience to facilitate individually we fail.” • “Don’t say no and recognize the value that networking opportunities you bring to the table and make it known. • Proactively engaged in Attend, meet, and accept all invitations and network development the fog will lift.” behaviors • “Observe whose ideas are getting picked up and get to know them.” 9
  • 10. What’s Next? • Continue to explore use of PNA in our programs and to improve its effectiveness – Integrate into new or existing programs – Determine the right timing to conduct PNA – Find ways to increase resulting learning and action planning – Encourage participants to revisit their survey • Pilot use of PNA with executive coaching • Conduct evaluations at multiple points in time 10