Managing Talent Risk KT and KSMX Overview The Steve Trautman Co. 1

3-Step Talent Risk Management
Talent Risk and Knowledge Transfer Process stevetrautman.com
1. Assess 2. Align
EXECUTIVE
Pinpoint the talent risk on your team Agree on which risks to prioritize
Uncover objective, consistent, and practical data on With their completed KSMs,
all your talent using our Knowledge Silo Matrix (KSM). your leaders succinctly present
their talent risk and explain
their Big Picture. The data
6
guides the conversation to
4
3
2
5
1
lo
lo
lo
lo
lo
lo
Si
Si
Si
Si
Si
Si
prioritize mitigation efforts
Name Priority: 1 4 3 2 4 1
within a team and across whole
Person 1
divisions. (See other side)
Person 2
Person 3
Person 4
3. Mitigate
Person 5
Person 6
Person 7
Use knowledge transfer to measurably reduce your talent risk
Person 8
For your prioritized risks, implement our proven knowledge transfer solution.
Person 9 Replicate your top talent with a highly structured, date-driven plan, and
Person 10 readily track your progress.
Expert to be replicated Not working in that silo
Consistent with expert Risk Skill Sequence Test Questions Date Resources
Actively learning specific documentation
Write a... 1 1, 2, 3, 5 May 10
at location...
The data quickly identifies technical talent risks: Design a... 2 1, 2, 3, 8 May 17 formal training date
• Will you have the technical capacity for your strategy Build a
3 3, 4, 7, 8, 14 May 19 name of mentor
relationship with...
3 to 36 months from now?
• Which overburdened experts are slowing down Lead...meeting 4 1, 2, 9 May 25 specific template
your transformation? samples at
Troubleshoot... 5 2, 5, 7, 14, 20 May 25
this location...
• Is your remote or outsourced talent set up for success?
stevetrautman.com
Identify Risk
Redundancy
2 of 6 silos are redundant for
3 teams.
KSMx 1
Response
2 3
cs
cs
cs
ng
ni
ng
ni
ng
ni
ha
ha
ha
si
si
si
End duplicate work by telling
es
es
es
ec
ec
ec
oc
oc
oc
M
M
Pr
Pr
Pr
re
re
re
tu
tu
tu
er
er
er
4
4
2
3
2 of 3 teams to stop working
1
ac
ac
ac
rd
rd
rd
lo
lo
lo
lo
lo
lo
lo
lo
lo
lo
lo
lo
Fr
Fr
Fr
Si
Si
Si
Si
Si
Si
Si
Si
Si
Si
Si
Si
O
O
Name Priority: 2 3 2 2 4 1 Name Priority: 1 4 3 2 2 2 Name Priority: 4 2 3 2 4 1
in these silos.
Talent risk data
Person 1 Person 1 Person 1
Person 2 Person 2 Bridget Lopez
and organizational Person 3
Person 4
Person 3
Person 4
Person 3
Person 4
alignment at the Person 5 Person 5 Person 5
enterprise level
Bridget Lopez Person 9 Person 9
KSMx stands ready Person 10 Bridget Lopez Henry Webster
to guide decisions
Identify Risk
from the board to
4 5 6
Burn Out
cs
the front line.
ni
ha
ec
1 person shows up on 3 KSMs, even
M
re
tu
6
6
4
4
2
3
5
5
1
1
ac
though she only works for one team.
lo
lo
lo
lo
lo
lo
lo
lo
lo
lo
lo
lo
lo
lo
lo
lo
lo
Fr
Si
Si
Si
Si
Si
Si
Si
Si
Si
Si
Si
Si
Si
Si
Si
Si
Si
• Clarifies roles within Name
Person 1
Priority: 1 4 3 2 4 1 Name
Person 1
Priority: 3 4 1 2 3 1 Name
Person 1
Priority: 1 4 3 2 4 1
and across teams Response

Person 2
Person 3
Grace Sigrist
Person 3
Person 2
Person 3
EXECUTIVE
Reduce Burnout by phasing
• Informs decisions on her out of 2 of the 3 teams.

staffing strategic Identify Risk

initiatives Person 8 Person 8 Person 8 No Internal Experts

Person 9
Person 10
Person 9
Person 10
Sophia (Acme Outsourcing)
Alex (Acme Outsourcing)

Your experts are
• Reduces reliance on not your
employees, they
key technical
7 8 9
are your outsource
experts
cs
cs
ni
ni
partners/vendors.
ha
ha
ec
ec
M
M
re
re
tu
tu
Identify Risk
6
6
4
4
2
3
5
45
1
ac
ac
lo
lo
lo
lo
lo
lo
lo
lo
lo
lo
lo
lo
lo
i ll oo
lo
• Speeds up your
Fr
Fr
Si
Si
Si
Si
Si
Si
Si
Si
Si
Si
Si
Si
Si
SS i
Si
Name Priority: 1 4 3 2 4 1 Name Priority: 3 4 4 2 4 1 Name Priority: 1 4 3 2 4 1
Inconsistency Response
transformation
Person 2 There’s a different purple for Person 2 Person 2

Replicate the
Person 3
each team, even though Person 3 Person 3
expert’s skillset
• Embeds into other Person 4
Person 5 they’re working in the same

Person 4
Thomas Feldheim
Person 4
Person 5 locally or around

business systems Person 6
silo, making consistency Person 6 Zhi Ping
the world using
Person 7
Person 8
difficult. Person 7
Person 8
Person 7
Person 8 knowledge transfer.

• Scales globally Person 9 Person 9 Person 9

Response
Encourage consistency by
picking one purple to set the
standard for all 3 teams.
Expert to be replicated Consistent with expert Actively learning Not working in that silo Risk

Managing Talent Risk KT and KSMX Overview The Steve Trautman Co. 1

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3-Step Talent Risk Management

Talent Risk and Knowledge Transfer Process stevetrautman.com

Expert to be replicated Not working in that silo

Person 2 Person 2 Bridget Lopez

and organizational Person 3

alignment at the Person 5 Person 5 Person 5

Person 7 Person 7 Person 7

Person 8 Person 8 Person 8

Bridget Lopez Person 9 Person 9

KSMx stands ready Person 10 Bridget Lopez Henry Webster

and across teams Response

• Informs decisions on her out of 2 of the 3 teams.

staffing strategic Identify Risk

Person 7 Person 7 Person 7

initiatives Person 8 Person 8 Person 8 No Internal Experts

Alex (Acme Outsourcing)

Person 2 There’s a different purple for Person 2 Person 2

Person 5 they’re working in the same

Person 5 locally or around

Person 8 knowledge transfer.

Person 10 Person 10 Person 10

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