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UW SYSTEM AND INSTITUTION LEADERSHIP UW SYSTEM AND INSTITUTION LEADERSHIP

UW SYSTEM AND INSTITUTION LEADERSHIP - PowerPoint Presentation

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UW SYSTEM AND INSTITUTION LEADERSHIP - PPT Presentation

Administrative Hiring Practices Presented by Shenita Brokenburr PhD UW System Human Resources August 30 2017 Overview Administrative Hiring Practices Background Regent Policy Documents ID: 716786

committee search president system search committee system president regent screen phase chancellor selection protocol finalists institution special candidate process

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Slide1

UW SYSTEM AND INSTITUTION LEADERSHIP

Administrative Hiring Practices

Presented by Shenita

Brokenburr, Ph.D.

UW System Human Resources

August 30, 2017Slide2

Overview

Administrative Hiring Practices

Background: Regent Policy Documents

UW Senior Leadership Search Protocols

Chancellor Applicant Pool Analysis (2007-2014)

Opportunities for Process Enhancements

DiscussionSlide3

Policy Background

Regent Policy Document 6-4: Board of Regents

System President

Chancellors

UW System Senior Leadership

Senior Vice Presidents

Vice Presidents

General Counsel

Chief Audit Executive

Interim appointees

Regent Resolution 9950: Authority Delegated to Chancellors

Provosts

Vice ChancellorsSlide4

Policy Statement

Regent Policy Document 6-4:

The University of Wisconsin System Board of Regents considers the selection of the System President and UW institutional Chancellors to be among its most important duties and maintains a strong commitment to the principles of inclusivity and consultation with institutional and community representatives

. Slide5

UW System Senior Leadership

Search Protocol

All UW System Senior Leadership searches typically have these in common*

Committee Structure**

Search Phases

Phase I: Pre-Search/Initiation

Phase II: Search

Phase III: Screen Phase IV: Selection

*For System President, search process is not prescribed

**Committees not required for Interim AppointmentsSlide6

UW System President

Search Protocol

Regent President/Vice President Consult on process

Search Protocol used for current UW System President:

Two Committee Structure

UW System President Regent Selection Committee (six Regents)

UW System President Search and Screen Committee (17 members, Chaired by Regent)

UW System President Search and Screen Committee

Video listening sessions

Position description and recruitment strategies

Candidate pool analysis, select semi-finalists, conduct interviews

Recommend potential finalists to Regent Selection Committee

Executive Search Firm

Active engagement and collaboration Slide7

UW System President

Search Protocol – (cont’d)

UW System President Regent Selection Committee

Debriefs with UW System President Search and Screen Committee

Receives a list of unranked candidates

Selects, announces and interviews finalists

Recommends candidate to the Board of Regents

Board of Regents approves appointment including salary

President Designate announcedSlide8

UW System Senior Leadership

Search Protocol

Search and Screen Process

UW System President appoints Search and Screen Committee

Develops brief job description

Search and Screen Committee Role

Review and analysis of candidate credentials

Semi-finalist interviews & recommends finalist to UW System President

UW System President interviews and appoints successful candidateNote: May identify up to two additional names from Search and

Screen list to be considered as finalist

Advises Board standing committee of person selectedSlide9

Chancellor Selection ProtocolSlide10

Chancellor Selection Protocol

Two Committee Structure

Special Regent Committee

Institution Search and Screen Committee

Chancellor Search Phases

Phase I: Pre-Search/Initiation

Phase II: Search

Phase III: Screen

Phase IV: Selection Slide11

1

II

III

IV

Pre-Search/ Initiation

High Level Timeline:

Chancellor Selection Process

Duration: ~20 Weeks

Phase 1: Search Initiation Activities

Committee Appointments

Framework for Search

Initial Review of Position Description

Phase II: Search Activities

Charge Search & Screen Committees

Strategic sourcing

Applicant pool analysis

Screen

Phase IV: Selection Activities

Committee debrief

Institution visits

Finalists named

Phase III: Screen Activities

Candidate Assessment

Airport Interviews

Semi-finalist selection

Background checks

Notice of Vacancy

Search

Selection

~4 weeks

~7 weeks

~4 weeks

~5 weeks

Full Board approves selection, sets salary & announces appointmentSlide12

Phase I: Pre-Search/Initiation

Special Regent Committee

Three to Five Regents; one is named Chair

One is Institution Search and Screen Committee Chair -

NEW

One is “Observer” for semifinalist interviews -

NEW

Establish Framework for Search

Executive Search Firm – Internal/External ResourcesInstitution Search – Campus-based/Internal Resources

Hybrid – Placement Recruiter

UW System HR:

Coordinate, support, liaise

Chancellor Search ProtocolSlide13

Phase I: Pre-Search/Initiation

(con't)

Initial Position Description Review and Update

Establish Search Timeline

Typical search is ~20 weeks

Institution Search and Screen Committee

Solicit nominations from institution and community

Broad representation from stakeholder groups

Select Vice Chair (Faculty)– NEW

Chancellor Search ProtocolSlide14

Phase II: Search

Special Regent Committee and UW System President

Charge Institution Search and Screen Committee

Institution Search and Screen Committee

Serve as ambassador/host institution listening sessions

Provide additional input to position description

Review applications and nominations

Provide input on recruitment strategies

Executive Search Firm (If applicable)Collaborates on developing candidate profile, sourcing strategies & actively guiding all other aspects of the search

Chancellor Search ProtocolSlide15

Phase III: Screen

Institution Search and Screen Committee

Develops assessment strategy

Analyzes candidate credentials & selects semi-finalist

Conducts semi-finalists “airport” interviews

Special Regent Committee member as Observer –

NEW

Recommends finalists to UW System President and Special Regent Committee

(unranked candidates)

Chancellor Search ProtocolSlide16

Phase III: Screen

Executive Search Firm

(If applicable)

Collaborates on candidate assessment

Performs comprehensive background checks on all semi-finalists

Manages logistics and scheduling for semi-finalist interviews

Communicates with search and screen on tactics, sourcing, challenges and overall quality of candidate pool

Chancellor Search ProtocolSlide17

Phase IV: Selection

Special Regent Committee and UW System President

Debriefs with Institution Search and Screen Committee

Receives list of unranked recommended candidates

Special Regent Committee

Determines who will continue in selection process

Announces Chancellor Finalists

Two potential scenarios for candidate announcement

Chancellor Search ProtocolSlide18

Phase IV: Selection

Scenario A (current process)

Special Regent Committee announces finalists

Finalists visit institution

Special Regent Committee and UW System President interview finalists and identify candidate to recommend to the Board of Regents

Board of Regents approves appointment including salary

Chancellor Designate announced

Chancellor Search ProtocolSlide19

Phase IV: Selection

Scenario B

(discussed with Regent Millner – June 2016)

Additional Interview Step

- Limits the number of finalists

UW System President and Special Regent Committee interview recommended finalist candidates – confidential –

NEW

UW System President and Special Regent Committee select two candidates as finalists – NEW

Two finalists announced –

NEW

Rest of process remains the same (i.e. institution visits, etc.)

Chancellor Search ProtocolSlide20

Chancellor Search

Analysis of Applicant Pools by Sector2007-2014

UW System Chancellor Searches

2007 – La Crosse

2009 - Parkside

2009 - River Falls

*

2010 - Platteville

2010 - Stevens Point

2011 - Superior

2013 - Eau Claire

2013

– Madison

2014 – Colleges & Extension

2014 - Milwaukee

2014 - Green Bay

2014 - Oshkosh

2014

– Stout

2014 - Whitewater

*Candidate affiliation unavailable.Slide21

Opportunities for Process Enhancements

Public announcement - name two finalist vs. all semi-finalists

Seek ways to streamline process, consolidate steps/shorten timeline – if possible

Expand sourcing options to focus on target markets (business, non-profit sectors)

Revisit salary range – Wisconsin higher education salaries are generally not competitive

For new leaders from private institutions or non-academic backgrounds (

termed

“Outsiders”), be purposeful about higher education acculturation & develop a blueprint for success Continue to pursue diverse perspectives for a more inclusive search processSlide22

References

University of Wisconsin System, Regent Policy Document 6-4

University of Wisconsin System, Regent Resolution 9950

Executive Recruitment Pros & Cons, Transition Management Consulting

Finding the Best to Lead Higher Education, TIAA Institute (2008)

American College President

Study, TIAA Institute & ACE (2017

)

University of Wisconsin System HR, Executive Search Files (2007-2014)Slide23

Discussion