AGENDA
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DRESS:
Business Casual.
BREAKS/TIMING:
Breaks will be scheduled ad hoc. Timing and sequence of agenda items
is approximate and subject to change.
BREAKFAST:
Buffet breakfast will be provided by American Express at the Oak
Ridge Conference Center where we will be lodging and meeting. Information
about the buffet breakfasts will be provided when you check in.
MONDAY,
MAY 8th
| 6:00-8:00
P.M. |
Informal
welcome dinner in the Oak Ridge Conference Center. If you
are arriving later, let Darlene Wilde (612-368-1420) know and
she will arrange to have a food basket delivered to your room
as there are no restaurants on-site. |
TUESDAY,
MAY 9th
| 8:15 |
Holly
Faccin : Welcome to American Express Financial Advisors. |
| 8:30 |
Stan
Malcolm: Welcome new members and general introductions.
Capture additional Roundtable topics. |
| 9:00 |
Terri
Paul (W.W. Grainger), Karie Willyerd (HJ Heinz), and Mike Dickinson
(USAA): Executive Assessment, Leadership Development, and Succession
Planning - Strategies, Practices, and Software. This seems to
be a topic much on the minds of STEP members so please come
prepared to share your company's experiences/approaches as part
of a broad-ranging, in-depth discussion. |
| 12:00 |
LUNCH |
| 1:00 |
Mike
Dickinson (USAA) and Terri Paul (W.W. Grainger): Core Competencies:
Definition and Diffusion; Measurement and Tracking. Mike will
share approaches he has seen to this subject and he asks that
you share your experiences too. Terri will describe how Grainger
Parts has integrated competencies into their organizational
work processes.
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| 2:00 |
Harry
Wittenberg (Charles Schwab): CCC's EdMAP demonstration, plus
Schwab University's On-line Program for Managers and New Hires. |
| 3:00 |
Roundtable
Discussions (See below for topics proposed so far.) |
| 5:00 |
Meeting
Adjourns for the day. |
| 7:00 |
Outdoor
grille and bar at the residential center, hosted by American
Express Financial Advisors. (Indoors if weather is bad.) |
WEDNESDAY,
MAY 10th
| 8:00 |
Roundtable
Discussions (See below for topics proposed so far.) |
| 9:00 |
Graham
Precey (Agilent Technologies): Service Companies - Strategies
for Management, Organization, and Decision-Making. Graham will
lead a discussion asking for your input on several questions,
including: What is the role of a global strategic services management
team? What is the impact of globalization on the structure of
services companies? What are the models for structuring a global
services business, how is one chosen, and what are their pros/cons?
What can we learn from the agility of "DOT.COM" companies
and how can we apply that learning to "Blue Chip"
companies? |
| 10:00 |
Gail
Tomiak (USAA): Training Department Strategies for... handling
large growth spurts; training large populations in multiple
states, "work-in-place" instruction, training their
trainers, evaluating their on-line instruction, managing the
ratio of SMEs to instructional designers, developing training
managers. Gail would like your input to all these questions. |
| 11:00 |
STEP
Business Meeting: The State of STEP - membership, activities,
opportunities, and populating the web site. |
| 12:00 |
LUNCH
Unless you have a flight to catch, please stay for lunch and
post-meeting informal chat. |
ROUNDTABLE
DISCUSSION TOPICS
We
use roundtable discussions to cover general company news updates
and topics that haven't made it onto the formal agenda. Often, roundtable
time provides some of the greatest value of our meetings. Among
the informal topics during this meeting's roundtables, we'll discuss:
- Expanded
Management Development Program Overview, and description of FreddieMac's
"grow our own"
program. (Patricia Golden, FreddieMac)
- Diversity
Web Site (Patricia Golden, FreddieMac)
- Virtual
Teamwork: How does it work? (Graham Precey, Agilent Technologies)
- IT
Strategy: Centralization versus Decentralization? (Graham Precey,
Agilent Technologies)
- Knowledge
Management: What's the latest experience? (Graham Precey, Agilent
Technologies)
- The
State of Electronic Performance Support Systems. (Stan Malcolm)
- Reskilling
IT professionals given focus on third world outsourced partnerships
(Holly Faccin, American Express)
- E
Business impact: How to prepare and support your senior leaders
(Holly Faccin, American Express)
QUESTIONS?
If
you have questions about the agenda, contact Stan Malcolm at: Stan@Performance-Vision.com
or 860-295-9711.
If
you have questions about travel directions or meeting room facilities/technology,
contact Darlene Wilde at 612-368-1420.
THINGS
TO BRING:
To
help plan for our next meeting, please bring notes on dates to avoid
(e.g., fall conferences you plan to attend).
Please
bring materials describing whatever you plan to discuss. Twentyfive
copies should be plenty. Also, feel free to send them to me electronically
before or after for posting at the STEP web site.
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