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DEVELOPING PEOPLE MANAGERS AT AMERICAN EXPRESS
                                  17TH JAN, 2012




                                             1
AGENDA


   Role of a People Leader

    AXP Approach of Leadership Development
   Journey
    Program Framework for People Leader Development

      – A Few Development Offerings

   Measuring Effectiveness

   Becoming A Great People Leader – Sharing the Secret Mantra




                                                                 2
THE ROLE OF A PEOPLE LEADER




        SIMPLE
          Keep employees
       Engaged and Motivated!

                                3
HOWEVER




      SIMPLE
           IS
          THE   DIFFICULT
          NEW
                            4
WHAT DOES IT MEAN TO BE A LEADER TODAY?




                                          5
5 CORE ELEMENTS OF A PEOPLE LEADER

Coaching & Feedback
Exhibit Business & Process Knowledge and provide Coaching & Feedback

Emotional Connect
Build an Emotional Connect during critical employee touch points


Communicate
Communicate. Communicate. Communicate


Energize Team
Energize Team. Celebrate individual and team success publicly


Understand Career Aspirations
Understand Career Aspirations and provides guidance

                                                                       6
OUR APPROACH TO LEADERSHIP DEVELOPMENT




31-Jan-12               AXP Internal           7
LEADERSHIP PHILOSOPHY AT AXP
At American Express Everyone is Considered to be a Leader. Leading is a way
   of being and you don't need to have direct reports to demonstrate leadership.
   Leadership is not defined by title; it is earned through competence, caring and
                                       judgment.




                                                                              8   8
SEGMENTED APPROACH TO DEVELOPMENT
The 3 E’s OF DEVELOPMENT
                                 TIERED CURRICULUM PROVIDING
 EXPOSURE                         TARGETING & SEQUENCED

 EXPERIENCE                       LEARNING BY CAREER STAGE

 EDUCATION


                                        Leader of
                                         Leaders

                                        First Level
                                          Leader

                                        Aspiring
                                        Leader

 A BLENDED LEARNING APPROACH TO ENABLE SUSTAINABILITY
                                                           9
THE 3 E’S




  31-Jan-12   AXP Internal   10
THE TIERED APPROACH


                                                                                   Tiered Curriculum
-------------- Aspiring Leader --------------




                                                                                                                                            -------------- Executive Leader -------------
                                                                                                             Tier 2:
                                                                                                        Leader of Leaders
                                                                            Tier 1:
                                                                    First Level Leaders




                                                                                                          Leaders of Leaders lead
                                                                                                        other people leaders with at
                                                       Aspiring                                            least one direct report
                                                                  First Level Leaders are people
                                                       Leader
                                                                     leaders with at least one
                                                                           direct report




                                                31-Jan-12                                AXP Internal                                  11
LEADERSHIP DEVELOPMENT FRAMEWORK




31-Jan-12          AXP Internal          12
PROGRAM FRAMEWORK FOR DEVELOPING PEOPLE MANAGERS
Future Leaders’ Program            Strengthening Leadership            Diversity Leadership

• New and Aspiring Leader          • Continuing to Grow @ AXP          • Grace
  Curriculum
                                   • Global Rotation Program           • Pathways to
• Leadership Academy                                                     Sponsorship
                                   • Platinum Leadership Program
• Aspire to Lead                                                       • Sponsor Effect Sessions
                                   • Authentic Leadership
• Structured Talent                  Workshops                         • Gensquare Workshops
  Enhancement program
                                   • Executive/ Leadership Insight
• Creating Great Leaders
  Website

                           Facilitating Careers Across Leader Segments
                              •   Web based trainings
                              •   Mentoring Programs
                              •   One India Projects
                              •   Mentoring Ring
                              •   Leadership Tasting Panel
                              •   Career Conversation Leader Toolkit

    31-Jan-12                                AXP Internal                                  13
FOCUS FOR TODAY’S SESSION
Future Leaders’ Program            Strengthening Leadership            Diversity Leadership

• New and Aspiring Leader          • Continuing to Grow @ AXP          • Grace
  Curriculum
                                   • Global Rotation Program           • Pathways to
• Leadership Academy                                                     Sponsorship
                                   • Platinum Leadership Program
• Aspire to Lead                                                       • Sponsor Effect Sessions
                                   • Authentic Leadership
• Structured Talent                  Workshops                         • Gensquare Workshops
  Enhancement program
                                   • Executive/ Leadership Insight
• Creating Great Leaders
  Website

                           Facilitating Careers Across Leader Segments
                              •   Web based trainings
                              •   Mentoring Programs
                              •   One India Projects
                              •   Mentoring Ring
                              •   Leadership Tasting Panel
                              •   Career Conversation Leader Toolkit

    31-Jan-12                                AXP Internal                                  14
LEADERSHIP ACADEMY – PREPARING FUTURE LEADERS
Leadership Academy :
The Program :
6 month long training intervention to groom future people leaders & create talent pipeline

Selection Procedure :
Only Hi Potential applicants basis performance rating and senior leader recommendation
Aptitude Test with cut offs benchmarked on top people leaders in the organizations
Interview Round with cross functional senior leaders, HR & OD Team

Details :
Holistic curriculum encompassing critical components of effective leadership
Development Centre : Individual Experiential Diagnostic Center using psychometric tools
Functional & Leadership knowledge/skills – Self discovery/ skill development :
Mentoring & Apprenticeship Program

Evaluation : written assessments, term end presentations, Feedback from executive coach

Measuring Success : 95% successfully posted into people leader positions
                                                                                             15
STRUCTURED TALENT ASSESSMENT PROGRAM :
ENHANCING PEOPLE LEADER EDGE

     IDENTIFY                            DEVELOP                             GROW

                         L & D Interventions
                      • Leadership
                        Development
                        Trainings                Graduation post :
  Hi Potential        • Senior Leaders as
 People Leaders         Mentor                   •Project Completed     20% of Participants
                      • Green Belt Training
 Duration: 6 Months                              •All Trainings            to experience

                           Hi Complexity          completed             lateral/ promotional
                           Assignments                                           moves.
                                                 •Performance
                              Visibility          feedback
                      • Exec Project Review
                      • Speed Mentoring
                      • Talent Review

               Senior Leader as Project Manager for E2E operational Excellence
                                                                                           16
CONTINUING TO GROW : STRENGTHENING LEADERSHIP
         12 months high touch program focusing on group & individual development to maximize learning
                                              Personalized
                       Focused                                              Internal- external            leverage on
                                               support to
                     Development                                                 Balance               existing top talent
                                             women Leaders


                                 Theme 1          Theme 2           Theme 3             Theme 4
                    Theme
                    based           Exec         Strategic           Gender              Influencing
                    Instructor    Presence       Thinking          Intelligence              skills
Talent Assessment




                                                                                                                         Increased Learning Agility
                    Led Training

                    Web Based Development Theme Based Newsletter to share Web Based resources              Assessment
                    Information                                                                             through
                    Newsletter                                                                              Hi touch
                                                                                                            modules
                    Relationship                Cluster Mentoring ( Twice in a year)
                    Based
                                                       Share & Learn sessions
                    Learning
                                                   Sponsor Effect Workshops


                                    0-3              3-6                    6-9            9-12
                                    Mths             Mths                   Mths           Mths


                                                             AXP Internal                                           17
MEASURING EFFECTIVENESS




31-Jan-12   AXP Internal                 18
MEASURING EFFECTIVENESS

                                               Cross
                     People Leader
                                           Team/Business
                       Scorecard
                                              Moves




                                          Annual Employee
                   Talent Assessment
                                               Pulse



 The Annual Employee Pulse Survey Measures:
    - Leadership – People Management      - Leadership – Technical Capability
                         - Recommend Your leader
 Retention of team members especially hi potentials
 Employee Development & Career Advancement
                                                                                19
The Secret Mantra of a People Leader :
    From Good to Great…..Power of 5




                                 20
EXHIBIT PROCESS KNOWLEDGE IN ALL COACHING & FEEDBACK SESSIONS



  1


 Be a Subject Matter Expert & Build creditability by displaying process knowledge
 Give Specific & Actionable feedback during coaching sessions : focus on ‘how to
  do’ and not just ‘what to do’
 Conduct regular & timely coaching / feedback sessions

                                                                               21
BUILD AN “EMOTIONAL CONNECT” WITH YOUR TEAM MEMBER



   2

 Be visible and present for their needs
 Celebrate employee’s personal occasions and professional milestones through
  their journey – Birthdays, Anniversary, Confirmation, movements
 Share, Care and Be fair in a genuine & authentic manner
– Share : experiences, learnings, accomplishments, advice
– Care : for their needs , aspirations, expectations, development, morale
– Be fair : let go personal biases, support all their needs, help all learn from mistakes
                                                                                    22
COMMUNICATE – COMMUNICATE – COMMUNICATE




  3

 Help team members connect with the larger organization goal – provide
  context, share vision, expectations , opportunities , priorities and Business
  updates
 Help team members with day – day : Communicate regularly through one on
  ones, huddles and declutter facts from grapevine in their minds to instill focus,
  confidence & comfort
 Solicit ideas and solutions : include them in problem solving and leverage them
                                                                                  23
ENERGIZE TEAM


 4


 Create, Sustain a healthy & positive work environment full of excitement
 Acknowledge & Recognize success : big or small
 Inculcate a team spirit that becomes the reason for them to come to work
  everyday

                                                                             24
UNDERSTAND CAREER ASPIRATIONS & HELP IN FULFILLMENT


  5


 Help each team member in being aware of their strengths & career goals
 Link strengths, aspirations, organization needs & career guidance tools to
  develop & execute robust development plans .
 Hand hold them and set them for success at every Talent display window till
  they are completely “ready”.

                                                                                25
LAST THOUGHTS



           ‘A leader is a dealer in hope.’
                - Napoleon Bonaparte



      ‘The role of a leader is to define reality
                  and to give hope.’
                    - Ken Chenault
                                                   26
Questions


31-Jan-12       AXP Internal   27
TIPS FOR A GREAT CONVERSATION




             Questions


 31-Jan-12            AXP Internal   28

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Developing People Managers at American Express

  • 1. DEVELOPING PEOPLE MANAGERS AT AMERICAN EXPRESS 17TH JAN, 2012 1
  • 2. AGENDA  Role of a People Leader  AXP Approach of Leadership Development  Journey  Program Framework for People Leader Development – A Few Development Offerings  Measuring Effectiveness  Becoming A Great People Leader – Sharing the Secret Mantra 2
  • 3. THE ROLE OF A PEOPLE LEADER SIMPLE Keep employees Engaged and Motivated! 3
  • 4. HOWEVER SIMPLE IS THE DIFFICULT NEW 4
  • 5. WHAT DOES IT MEAN TO BE A LEADER TODAY? 5
  • 6. 5 CORE ELEMENTS OF A PEOPLE LEADER Coaching & Feedback Exhibit Business & Process Knowledge and provide Coaching & Feedback Emotional Connect Build an Emotional Connect during critical employee touch points Communicate Communicate. Communicate. Communicate Energize Team Energize Team. Celebrate individual and team success publicly Understand Career Aspirations Understand Career Aspirations and provides guidance 6
  • 7. OUR APPROACH TO LEADERSHIP DEVELOPMENT 31-Jan-12 AXP Internal 7
  • 8. LEADERSHIP PHILOSOPHY AT AXP At American Express Everyone is Considered to be a Leader. Leading is a way of being and you don't need to have direct reports to demonstrate leadership. Leadership is not defined by title; it is earned through competence, caring and judgment. 8 8
  • 9. SEGMENTED APPROACH TO DEVELOPMENT The 3 E’s OF DEVELOPMENT TIERED CURRICULUM PROVIDING EXPOSURE TARGETING & SEQUENCED EXPERIENCE LEARNING BY CAREER STAGE EDUCATION Leader of Leaders First Level Leader Aspiring Leader A BLENDED LEARNING APPROACH TO ENABLE SUSTAINABILITY 9
  • 10. THE 3 E’S 31-Jan-12 AXP Internal 10
  • 11. THE TIERED APPROACH Tiered Curriculum -------------- Aspiring Leader -------------- -------------- Executive Leader ------------- Tier 2: Leader of Leaders Tier 1: First Level Leaders Leaders of Leaders lead other people leaders with at Aspiring least one direct report First Level Leaders are people Leader leaders with at least one direct report 31-Jan-12 AXP Internal 11
  • 13. PROGRAM FRAMEWORK FOR DEVELOPING PEOPLE MANAGERS Future Leaders’ Program Strengthening Leadership Diversity Leadership • New and Aspiring Leader • Continuing to Grow @ AXP • Grace Curriculum • Global Rotation Program • Pathways to • Leadership Academy Sponsorship • Platinum Leadership Program • Aspire to Lead • Sponsor Effect Sessions • Authentic Leadership • Structured Talent Workshops • Gensquare Workshops Enhancement program • Executive/ Leadership Insight • Creating Great Leaders Website Facilitating Careers Across Leader Segments • Web based trainings • Mentoring Programs • One India Projects • Mentoring Ring • Leadership Tasting Panel • Career Conversation Leader Toolkit 31-Jan-12 AXP Internal 13
  • 14. FOCUS FOR TODAY’S SESSION Future Leaders’ Program Strengthening Leadership Diversity Leadership • New and Aspiring Leader • Continuing to Grow @ AXP • Grace Curriculum • Global Rotation Program • Pathways to • Leadership Academy Sponsorship • Platinum Leadership Program • Aspire to Lead • Sponsor Effect Sessions • Authentic Leadership • Structured Talent Workshops • Gensquare Workshops Enhancement program • Executive/ Leadership Insight • Creating Great Leaders Website Facilitating Careers Across Leader Segments • Web based trainings • Mentoring Programs • One India Projects • Mentoring Ring • Leadership Tasting Panel • Career Conversation Leader Toolkit 31-Jan-12 AXP Internal 14
  • 15. LEADERSHIP ACADEMY – PREPARING FUTURE LEADERS Leadership Academy : The Program : 6 month long training intervention to groom future people leaders & create talent pipeline Selection Procedure : Only Hi Potential applicants basis performance rating and senior leader recommendation Aptitude Test with cut offs benchmarked on top people leaders in the organizations Interview Round with cross functional senior leaders, HR & OD Team Details : Holistic curriculum encompassing critical components of effective leadership Development Centre : Individual Experiential Diagnostic Center using psychometric tools Functional & Leadership knowledge/skills – Self discovery/ skill development : Mentoring & Apprenticeship Program Evaluation : written assessments, term end presentations, Feedback from executive coach Measuring Success : 95% successfully posted into people leader positions 15
  • 16. STRUCTURED TALENT ASSESSMENT PROGRAM : ENHANCING PEOPLE LEADER EDGE IDENTIFY DEVELOP GROW L & D Interventions • Leadership Development Trainings Graduation post : Hi Potential • Senior Leaders as People Leaders Mentor •Project Completed 20% of Participants • Green Belt Training Duration: 6 Months •All Trainings to experience Hi Complexity completed lateral/ promotional Assignments moves. •Performance Visibility feedback • Exec Project Review • Speed Mentoring • Talent Review Senior Leader as Project Manager for E2E operational Excellence 16
  • 17. CONTINUING TO GROW : STRENGTHENING LEADERSHIP 12 months high touch program focusing on group & individual development to maximize learning Personalized Focused Internal- external leverage on support to Development Balance existing top talent women Leaders Theme 1 Theme 2 Theme 3 Theme 4 Theme based Exec Strategic Gender Influencing Instructor Presence Thinking Intelligence skills Talent Assessment Increased Learning Agility Led Training Web Based Development Theme Based Newsletter to share Web Based resources Assessment Information through Newsletter Hi touch modules Relationship Cluster Mentoring ( Twice in a year) Based Share & Learn sessions Learning Sponsor Effect Workshops 0-3 3-6 6-9 9-12 Mths Mths Mths Mths AXP Internal 17
  • 19. MEASURING EFFECTIVENESS Cross People Leader Team/Business Scorecard Moves Annual Employee Talent Assessment Pulse  The Annual Employee Pulse Survey Measures: - Leadership – People Management - Leadership – Technical Capability - Recommend Your leader  Retention of team members especially hi potentials  Employee Development & Career Advancement 19
  • 20. The Secret Mantra of a People Leader : From Good to Great…..Power of 5 20
  • 21. EXHIBIT PROCESS KNOWLEDGE IN ALL COACHING & FEEDBACK SESSIONS 1  Be a Subject Matter Expert & Build creditability by displaying process knowledge  Give Specific & Actionable feedback during coaching sessions : focus on ‘how to do’ and not just ‘what to do’  Conduct regular & timely coaching / feedback sessions 21
  • 22. BUILD AN “EMOTIONAL CONNECT” WITH YOUR TEAM MEMBER 2  Be visible and present for their needs  Celebrate employee’s personal occasions and professional milestones through their journey – Birthdays, Anniversary, Confirmation, movements  Share, Care and Be fair in a genuine & authentic manner – Share : experiences, learnings, accomplishments, advice – Care : for their needs , aspirations, expectations, development, morale – Be fair : let go personal biases, support all their needs, help all learn from mistakes 22
  • 23. COMMUNICATE – COMMUNICATE – COMMUNICATE 3  Help team members connect with the larger organization goal – provide context, share vision, expectations , opportunities , priorities and Business updates  Help team members with day – day : Communicate regularly through one on ones, huddles and declutter facts from grapevine in their minds to instill focus, confidence & comfort  Solicit ideas and solutions : include them in problem solving and leverage them 23
  • 24. ENERGIZE TEAM 4  Create, Sustain a healthy & positive work environment full of excitement  Acknowledge & Recognize success : big or small  Inculcate a team spirit that becomes the reason for them to come to work everyday 24
  • 25. UNDERSTAND CAREER ASPIRATIONS & HELP IN FULFILLMENT 5  Help each team member in being aware of their strengths & career goals  Link strengths, aspirations, organization needs & career guidance tools to develop & execute robust development plans .  Hand hold them and set them for success at every Talent display window till they are completely “ready”. 25
  • 26. LAST THOUGHTS ‘A leader is a dealer in hope.’ - Napoleon Bonaparte ‘The role of a leader is to define reality and to give hope.’ - Ken Chenault 26
  • 27. Questions 31-Jan-12 AXP Internal 27
  • 28. TIPS FOR A GREAT CONVERSATION Questions 31-Jan-12 AXP Internal 28