An Executive Summary
8 Y6 N3 q- E# C9 Y0 BThis goes right on the cover. If you had just 30 seconds to tell your CEO (or your best customer) what three things your company must do to be successful competing for talent in the next one to three years, what would you say? That's your summary. Resist the temptation to embellish it or make it sound fancy. Simple is best.9 f; i5 |* z6 | H
0 v9 q0 {$ e' Q5 p" W5 PAn Introduction
7 `6 a7 I/ n5 D+ S" o' B! h* ? B* [This is where you let people know that, while they are experts in engineering or finance or marketing, you are the world's foremost authority on recruiting (at least within your own company)! What is making it hard for your organization to compete for talent today? Is it low unemployment? Is it a lack of knowledge workers? Describe the current state of recruiting in your particular business. Keep in mind that most of your customers really and truly believe that they are experts in recruiting. You want to acknowledge their enthusiasm and buy-in, but simultaneously establish your own credibility as a subject matter expert.
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# k6 f/ ]2 h. l, BHow Did You Develop Your Strategy?7 h3 X( ]. U6 z7 I/ r: O, U; _! ~
Did you conduct face-to-face customer visits? Did you purchase survey information? Briefly describe how it was that you selected the specific areas of focus that you'll be recommending later in your strategy document.
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+ K; m( a* y: n2 JWhat Best Practices Are You Competing Against?, e. y' ^0 s8 y8 N. e* h7 b/ o
Today there are many clever ways to use technology and innovation to find and attract talent, yet most of the customers we support are naïve about them. For example, I've had dozens of conversations with fellow staffing professionals about what it might be like to recruit in cyberspace; yet I still have hiring managers who believe a newspaper advertisement represents the ultimate cutting-edge recruiting tool. Use this portion of your document to give your audience a peek at what's going on in the world of staffing and recruitment. Do this not because you are suggesting that a cyber-recruiting initiative is the direction to go this year, but rather to re-frame what "cutting edge" looks like today. $ y0 q$ [% ^% ~' @
`& [5 M0 g6 b7 J. Q5 tEveryone has heard the story about how, until Roger Bannister's record-setting run in 1954, many thought a four-minute mile was not humanly possible. After Bannister ran the mile in three minutes, 59.4 seconds, a number of other runners subsequently broke the four-minute barrier because their psychological limitation had been removed. 1 V2 I! x( D4 t1 x
7 o# y- ^8 l0 R; UDo the same thing for your hiring managers; visit the websites of the 2007 Recruiting Excellence Award Winners (and they'll be written up in the Journal, online, and some at ERE's Fall Expo in DC). In your strategy document, describe what you see. Your readers will probably move very quickly from, "We could never do something like that," to "Do you mean to say that other companies are doing this right now?"
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Barriers to Success
; X7 p& f' M! I. FAre there things that could still spell failure for your strategy even if every one of your proposals is implemented? It's important to capture those, not to "cover" yourself in case your plan fails, but to demonstrate that you understand how to scan the external environment for threats. As I look at my own strategy document, I tend to view my barriers to success with the same weight as my proposed areas of focus. 8 h+ c$ u) s& _0 i& Q( Q
7 D; I" N' y* s/ [1 X& ^) H( fHow Will You Measure Success?
5 u' B) c( \& A, {( W4 Q# @4 vDeveloping objective, measurable ways of establishing success is a critical part of this process. Using a balanced scorecard, dashboard metrics, or any other data-driven method is perfectly acceptable. The important thing is to ensure you measure the right things from the beginning (quality of hire vs. cost per hire), and to ensure you can tie specific actions to changes in your metrics. For example, "After launching the employee referral program, knowledge of the program as measured by online surveys went up 35%, and actual referrals increased 10%."
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Areas of Focus
# Z# P$ y' R' Y5 A4 ?5 H/ rUp to this point, you've told your reader that you intimately understand the recruiting space in general, that you thoroughly understand your own company and its culture, that you've done a competitive analysis on what others are doing, that you've already anticipated things that could go wrong, and that you have devised a way to prove what you're doing is actually working.
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& z* O; a( R9 o+ {* LNow for the fun part: what exactly do you want to focus on? Is it an employment branding initiative? Do you want to change your funding model? Are you proposing an organizational change? The careful selection of a few important areas of focus will help your customers understand your philosophical approach to attracting talent. Some staffing professionals believe strongly in process and technology; their strategy should imply that. Some believe that recruitment should be functionally aligned; others believe it should be aligned by business. These strategies will look very different. Select things that will have an impact on your business quickly, and reinforce your own high-level views on recruiting.' {2 _' D; Q+ c3 \
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Briefly re-cap the current situation within your company, talk about where your organization is on the spectrum of current recruiting practice, and explain specifically how your strategy will move the organization along the continuum toward best-in-class. This should be a very short section, and do not introduce new material here. 8 m; |% O% |- A0 V4 x9 P" E
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Appendices# {# i3 o' q4 \- Y# H
If you talked about new initiatives, new documents, new procedures, etc., place draft copies of your proposed paperwork in the Appendix. Also, if you used original research, obtained bid information, or want to recommend any further reading, include these in your Appendix. You want this document to stand alone, and not require that people come back to you in order to satisfy themselves that you researched your conclusions comprehensively.
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5 z! |6 h, o) Q: O; j% Z! R) [; Q6 nNow, share the document with your boss, and share it with your team. They'll doubtless make great suggestions, and help you identify areas that require further clarification. Next, "leak" a few copies to some trusted colleagues. You'll want to know what a typical customer's initial response is likely to be. This might also prompt some further editing on your part. Finally, print copies and send them to all of your customers (along with your contact information).
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A well-crafted strategy document will allow you to continue providing day-to-day support to your customers, but also give them a glimpse of your plans for the future. 5 Y K, S3 Z2 R
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It will help people to understand your company's competitive position in the marketplace, and thus demonstrate why you are making the specific recommendations you are.
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- o- F" y( l9 |( P HMost important, it enables you to participate in conversations about recruiting…even when you're not there in person.