Potomac Forum The Forum of Choice for Government & Industry Training Since 1982

The Forum of Choice for Government & Industry Training Since 1982

Beyond the Basics: Managing Performance and Conduct in the Modern Federal Workplace and How to Meet the Requirements of Executive Order 13781 Training Workshop

What Federal Executives, Managers, and Supervisors Need to Know to Succeed in Implementing Workforce Accountability and Effective Performance Management Improvements for Their Agencies.

Wednesday, September 27, 2017

On site registration will be available at the Willard. Online registration is now closed.

Keynote Speaker:

 

Susan White

Deputy Chief, Human Resources

National Security Agency (NSA)

 

Guest Speakers: 

 

Mika Cross 

Federal Workforce Expert

 

Kristin McNally

Director, Office of Employee Engagement

Office of the Assistant Secretary for Administration and Management

U.S. Department of Labor

 

N. Tony Nguyen

Associate Director, Workforce & Inclusion

National Park Service, U.S. Department of the Interior

 

Marcus Brownrigg

Strategic Partnerships and Communications Advisor, Office of the CEO

Corporation for National and Community Service (CNCS)

 

Steve Shih

Deputy Associate Director for Senior Executive Services and Performance Management

U.S. Office of Personnel Management (OPM)

 

Thevee Gray

Personnel Psychologist

Farm Service Agency

U.S. Department of Agriculture (USDA)

 

Mike Giuffrida

Co-Founder and CEO

Acendre

 

Deb Tomchek

Vice President

ICF

Former Director of Human Resources, U.S. Department of Justice (DOJ)
Former Director of Human Resources, U.S. Department of Commerce (DOC)

 

Jeffery Neal

Senior Vice President,

ICF International

(former Chief Human Capital Officer for the Department of Homeland Security  (DHS)

 

Wednesday, September 27, 2017

Meeting Location: 
Willard InterContinental Hotel

Willard Intercontinental Hotel
1401 Pennsylvania Avenue N.W.
Washington 20004
United States

Metro Center (Red, Orange, Blue Lines). Use the exit marked “12th & F Sts” to exit onto F St., then continue straight two blocks and cross 14th St.

Overview: 

The President issued an Executive Order (EO) on March 17, 2017 which emphasizes the need to maximize employee performance by better managing poor performance and conduct and ensuring transparency in the Performance Improvement Process (PIP). This Potomac Forum Training Workshop for Government will provide information for Agency Executives, Managers and Staff to meet the long term requirements for workforce accountability and performance management efforts in response to the EO.

 

Experienced Human Capital Executives and Leadership Experts will share their insight and experience in developing and implementing long-term and near-term workforce management practices that will help attendees understand how best to improve performance, increase accountability and reduce costs.

 

This workshop will provide you with practical, easy to implement tools and resources to help you achieve the best results for managing performance and conduct in the workplace to achieve the goals of E.O. 13781 while enhancing employee performance to increase mission efficacy and increase retention.  

 

 

What You Will Learn: 

  • Understand how to quickly differentiate between employee performance and conduct issues and what you need to know to quickly address employee discipline and/or termination;
  • Identify the competencies needed as a successful supervisor to maximize employee performance and how to avoid common pitfalls to managing performance and conduct in the modern workplace.
  • Know where to find practical support, assistance and resources to effectively deal with performance and conduct issues in the workplace;
  • Adopt promising practices that drive positive outcomes by leveraging the Federal Employee Viewpoint Survey Results into actionable steps to cultivate an inclusive, high-performing culture designed to retain top talent and maximize employee potential and performance.  
Why You Should Attend: 

  • Maximize employee performance by focusing on concrete steps to increase performance and effectively deal with poor performers;
  • Optimize employee recognition programs designed to recognize, reward and retain top performers;
  • Build your toolkit for cultivating a culture of engagement and accountability designed to achieve enhanced organizational and individual performance
Who Should Attend: 

  • Federal supervisors and managers
  • Federal HR Executives, managers and staff 
  • Anyone responsible for implementing Agency restructuring plans
  • Federal employees or members of employee affinity groups
  • Communications practitioners responsible for leading change management and internal communications campaigns
  • IGs and Staff
  • Industry Partners who support the government

 

Format: 

Lecture, Guest Speakers and Practical Exercises

Agenda: 

 

7:30-8:00am

Registration and Continental Breakfast

8:00am

Welcome
 

Art Chantker, President, Potomac Forum

 

8:15am

Morning Keynote

 

Susan White, Deputy Chief, Human Resources, National Security Agency (NSA)

 

9:00am

Feature Presentation: The Role of Technology in Performance Management 

  • Trends, Promising Practices and Lessons learned from organizations who have designed and implemented the most effective performance management tactics
  • The value of industry trends for managing the performance of a modern, mobile workforce
  • Future Focus of effort, performance, and rewards through implementing an effective performance management strategy

 

Mike Giuffrida, Co-Founder and CEO, Acendre

 

10:15am

Refreshment Break

 

10:30am

Performance vs. Conduct and Mixed Cases:  Participants will learn to identify the difference between poor performance and poor conduct and what options are available for them to immediately address and correct them. They will also cover:

  • How to differentiate between performance and conduct issues in the workplace;
  • Examples and best practices for records management and documentation;
  • Fundamentals of progressive discipline and how to initiative a Performance Improvement Plan when necessary;
  • How to make the best use of an employee’s Probationary Period and what to do with a poor performer.

 

Marcus Brownrigg, Strategic Partnerships and Communications Advisor, Office of the CEO, Corporation for National and Community Service (CNCS)

 

12:00pm Hosted Working Lunch, Discussions
1:00pm

Afternoon Keynote: Performance Management Plus – A Modern Approach to Encouraging Excellence in Performance and Conduct through Employee Engagement and Learning and Development

   

 

Steve Shih, Deputy Associate Director for Senior Executive Services and Performance Management, U.S. Office of Personnel Management

 

2:00pm

Effective Employee Engagement and Successful Workforce Support Measures During Times of Change

 

·         Lessons learned and best practices implemented from Agencies who have significantly increased their scores on the FEVS and what areas they are now focused on moving forward to encourage a performance based culture

·         Hear how effective partnerships among labor and special interest/affinity groups help affect positive culture change

·         Understand how ongoing data and reporting, effective communication strategies and leadership accountability helps move the needle to create a performance based culture focused on results

 

- Kristin McNally, Director, Office of Employee Engagement, Office of the Assistant Secretary for Administration and Management, U.S. Department of Labor

- N. Tony Nguyen, Associate Director, Workforce & Inclusion, National Park Service, U.S. Department of the Interior

- Thevee Gray, Personnel Psychologist, Farm Service Agency, U.S. Department of Agriculture (USDA)

 

3:00pm

Refreshment Break

 

3:15pm

Managing Performance and Conduct in the Modern Workplace-

  • The three big things that every agency should emphasize in order to increase employee accountability
  • Practical and easy tools for quickly addressing and resolving performance and conduct issues in the workplace
  • Documentation requirements for effectively addressing poor performers in the workplace and how to start the Performance Improvement Process (PIP)

 

Mika Cross, Federal Workplace Expert

4:00pm

Panel 4: Promising Performance Management Practices with Open Q&A to Follow

A panel of highly regarded human capital experts will discuss their collective experience, lessons learned and highlights to help agencies:

 

- Deb Tomchek, Vice President, ICF International

Former Director of Human Resources, U.S. Department of Justice (DOJ); Former Director of Human Resources, U.S. Department of Commerce (DOC)

- Jeffery Neal, Senior Vice President, ICF International

(Former Chief Human Capital Officer for the Department of Homeland Security  (DHS)

 
5:00pm

Final Q&A/Final Remarks/Workshop Adjourns

 

 

Mika Cross 

Federal Workforce Expert

Registration Information: 

  Early Bird Registration Fee AFTER SEPTEMBER 15
Government Employees:
(Federal, State or Local Government Issued ID)
$695 
Special Reduced Rates in Support of Government Budget Reductions
NOW $795
Team Rate: Send a team to learn together. Register two or more employees from the same office at the same time and the second person onwards registers at $200 off the current rate.
Industry and Contractors:
(Including contractors on-site and in direct support of government agencies).
$795
 
NOW $895

Registration Includes: Presentations, Workshop Notebook, Continental Breakfast, All Day Refreshments and Hosted Luncheon

Keynote Speaker: 

Susan White

Deputy Chief, Human Resources

National Security Agency (NSA)

 

Currently Susan White is heading the Human Resources Strategy and Program Design element of the National Security Agency, including the design and implementation of the Agency’s new approach to performance management: Talent Evaluation and Advancement. Dr. White has been at NSA for the last nine years, following a position as Senior Research Scientist at Personnel Decisions Research Institutes, Inc. Her work has focused on performance management, survey research, skill assessment, and organizational assessments to address issues of organizational effectiveness and structure. She has also been involved in Agency efforts for succession management, human capital planning and research on physical work spaces. Dr. White earned her PhD in Industrial/Organizational Psychology in 1999 from the University of Maryland, focusing on topics like organizational climate, goal setting, and service quality.

Guest Speakers: 

Mika J. Cross

Federal Workplace Expert

 

Mika J. Cross is a seasoned Workplace Transformation Strategist specializing in innovative global workplace initiatives, culture change, strategic communications, knowledge management, next generation/future workplace predictions, mobility and flexible work policy, diversity, inclusion and employee engagement.  Her 18-year career in public service includes assignments throughout the United States Intelligence Community and across the Federal government.  She is a veteran of the Unites States Army, having served as both an enlisted soldier and commissioned officer. 

 

Mika is highly regarded as a thought leader for flexible and transformational workplace practices and is regularly featured as a professional speaker at industry conferences and events. On behalf of the White House and the National Security Council (NSC), the Office of Management and Budget (OMB) invited Mika to contribute to the “Workforce of 2020” strategy session as a component of the joint-led task force to develop a new business model for vetting current and future Federal employees into positions of national security. Mika was invited to speak at the House Smart Contracting Caucus roundtable on Telework and Mobility, by Co-Chairmen Gerry Connolly and Rob Wittman.  She has also worked in partnership with Office of Personnel Management (OPM) on behalf of the White House Council on Women and Girls and the Federal Women’s Program, to design innovative learning strategies to help align Work/Life, Diversity, Inclusion and Human Resources professionals from across the government to share strategic vision and value for integrating a flexible and supportive workplace. 

 

In 2014, Mika was selected as a President’s Management Council (PMC) Interagency Fellow at OPM and worked on government-wide projects affecting culture and process change. As a component of the President’s Second Term Management Agenda sub-goal on People and Culture, she helped create an online Employee Engagement Community of Practice (eCOP) within OPM’s interactive dashboard (the Unlocking Federal Talent data tool at unlocktalent.gov).  The eCOP is targeted for Senior Executive Management to help Federal agencies collect and use data to create a more engaged workplace. She also has led several workforce transformation initiatives resulting in winning the organizations she has worked for numerous industry awards- the most recent being USDA named on the Forbes 500 Best American Workplace rankings in March 2015.

 

Mika has led the strategic communications and initiatives capability for the Defense Intelligence Agency (DIA), Federal Housing Finance Agency (FHFA) and currently does so for the Department of Labor, Veterans’ Employment and Training Service (DOL VETS.)  Mika was awarded the Fed50 “Most Inspiring Up-and-Comer” award, the Federal News Radio “Causey Award” as well as a Next Gen Gov public service award. In 2013 she was named a ‘Work-Life Rising Star’ by WorldatWork’s Alliance for Work-Life Progress.    She currently serves as Government Chair of the Human Capital Shared Interest Group (HC-SIG) for the American Council for Technology-Industry Advisory Panel (ACT-IAC) and as a Board member for WorldatWork’s Alliance for Work/life Progress (AWLP.) 

Mike Giuffrida

Co-Founder and CEO

Acendre

Mike Giuffrida is co-founder and CEO of Acendre, an Arlington, VA based talent management cloud-based SaaS company focused on maximizing federal workforce performance. Mike leads this global organization that has delivered award-winning solutions to almost 100 federal agencies in the United States and Australia, helping them transform their agencies while reducing costs, improving efficiencies and maximizing performance.

 

Widely recognized as a talent management and performance management thought leader, Mike has been awarded the Victoria State Pearcey Award for his innovative and pioneering achievement and contributions to IT research and development. Mike’s vision of transforming federal agencies through re-imagined performance management that increases the workforce performance of agencies is focused on modern technology that provides configurability, interoperability and powerful reporting and analytics.

 

This focus led to Mike’s solution receiving an ACT-IAC Igniting Innovation Showcase and Award from the American Council for Technology – Industry Advisory Council (ACT-IAC) for its solution with One USDA, a modern, cost-effective, standardized and interoperable HR solution that supports strategic management of human capital within the USDA’s 29 agencies.

 

Mike’s innovative federalized performance management solution is being deployed as a Pilot to 500 users at the Department of Interior’s Fish and Wildlife Service. This solution has automated performance reviews, reaping immediate rewards of improved efficiency and cultural change by Supervisors in the performance appraisal process.

Kristin McNally

Director, Office of Employee Engagement

Office of the Assistant Secretary for Administration and Management

U.S. Department of Labor

Kristin leads the U.S. Department of Labor’s (DOL) new Office of Employee Engagement, created as part of the Secretary’s vision to continue implementing culture change initiatives in the areas of Training and Development, Diversity and Inclusion, Flexibility, and engagement data analysis.

Kristin previously led Human Capital and Engagement Strategic Communications for the Bureau of Engraving and Printing (BEP), U.S. Department of the Treasury, including promotion of BEP’s Human Capital Strategic Plan and longstanding Best Place to Work efforts. While at BEP, Kristin managed the Center for Excellence (Training, Development and Work-Life) and the Performance Management/Benefits Division within the Office of Human Resources. She was also BEP’s first Work-Life Coordinator and helped to establish the Bureau’s Coaching and Mentoring Program.

Prior to joining BEP, she consulted for the U.S. Department of Defense at Booz Allen Hamilton and the Center for Organizational Excellence and managed Corporate Partnerships at the Boston College (BC) Center for Work & Family while earning her MBA at BC’s Carroll School of Management. Kristin’s active engagement and leadership in the work-life field includes being Chair of the WorldatWork Work-Life Advisory Council and a Steering Committee Member for the Greater Washington Work-Life Network.

Kristin is an energetic mom to two young daughters and loves to ski and participate in triathlons among other athletic pursuits.

Tony Nguyen

Director, Office of Human Capital Strategy and Analysis

U.S. Department of Energy

 

Tony Nguyen is the Director, Office of Human Capital Strategy and Analysis, a corporate business line for the Office of the Chief Human Capital Officer of the U.S. Department of Energy (DOE). During his fifteen years of federal civil service, Tony has led major programs, at the agency and government-wide levels, to implement and improve strategic planning and performance management; workforce analysis, planning, and metrics; recruitment and hiring; diversity and inclusion; employee engagement; and HR service delivery.

 

In 2002, Tony began his federal service as an analyst for the U.S. Peace Corps, where he provided expertise and collaboration essential to redesigning the agency’s processes and systems for volunteer recruitment, IT project management, and internal management controls.  In 2006, he joined the Department of Energy (DOE) as a quality assurance manager, where he designed and managed the cost monitoring and oversight functions for a new enterprise-wide Training Most Efficient Organization that saved the DOE $28M over a three-year period.  Since 2010, Tony’s leadership in human capital management has earned DOE recognition for transformative outcomes and best practices from multiple oversight agencies, in areas such as: hiring reform (time-to-hire); employee engagement (Federal Employee Viewpoint Survey); performance management (Goals-Engagement-Accountability-Results, or GEAR); and data-driven management reviews (HRStat 1.0).  In addition, he designed and implemented the strategic planning and goal-setting processes that have set DOE's strategic goals and priorities for human capital management from 2011 thru 2020.

 

In 2014, Tony was appointed to the career Senior Executive Service (SES) as the Director for DOE’s new Office of Human Capital Strategy and Analysis.  As an Office Director, he leads three corporate divisions for the Department:  Workforce Analytics and Planning; Recruitment and Outreach; and Workforce Engagement and Effectiveness.  In this capacity, he develops organizational partnerships and implements strategies to develop DOE’s leadership, strengthen its federal workforce, and improve HR’s service delivery.  He is currently completing a one-year rotation to the Executive Office of the President, as a detailee to the Performance and Personnel Management Division of the Office of Management and Budget.  In July 2017, Tony will be joining the U.S. Department of the Interior as the Associate Director, Workforce and Inclusion, for the National Park Service.

 

He is a graduate of Lebanon Valley College with degrees in biology, philosophy, and Spanish. He attained the Project Management Professional (PMP) credential in 2005.  Tony is a member of leading executive and HR professional organizations.  He and his wife, Annie, reside with their four children in Fredericksburg, Virginia.

Marcus Brownrigg

Strategic Partnerships and Communications Advisor, Office of the CEO

Corporation for National and Community Service (CNCS)

Marcus Brownrigg currently serves as the Strategic Partnerships and Communications Advisor in the Office of the Chief Executive Officer at the Corporation for National and Community Service (CNCS), a federal agency that helps more than 5 million Americans improve the lives of their fellow citizens through service by working hand in hand with local partners, and tapping the ingenuity and can-do spirit of the American people to tackle some of the most pressing challenges facing our nation. Prior to joining CNCS he served as the Deputy Director for the Center for Faith-Based and Neighborhood Partnerships at the United States Department of Agriculture (USDA) where he managed USDA’s Underserved populations portfolio in response to a White House initiative. Prior to this he served as the Pathways Program Senior Advisor to USDA's Chief Human Capital Officer. In this capacity, he was responsible for providing the overall management and administration of USDA Pathways Programs and served as liaison between the U.S. Office of Personnel Management (OPM) and USDA Mission Area Human Resources Directors (MAHRD's). Prior to this role, Mr. Brownrigg served as USDA's Office of Human Resource Management's (OHRM) Chief of Departmental Human Resources Operations Branch.

 

In 2012, he served as the Special Assistant to the Associate Deputy Assistant Secretary for Human Resources at the Department of Veterans Affairs while on a six-month detail as part of the Senior Executive Service candidate development program (SESCDP). He has also held multiple leadership positions at USDA's Food, Nutrition and Consumer Services (FNCS) from 2003 to 2010. Prior to his positions at USDA, he worked at DC Department of Human Services, U.S. Social Security Administration, U.S. Department of Health and Human Services, and he is an AmeriCorps VISTA alumni. He entered into federal service in 1998 as a Presidential Management Fellow. He received his BA and MPA from Auburn University and he is a graduate of American University's Key Executive Leadership Certificate Program and a graduate of USDA’s Senior Executive Service Candidate Development Program (SESCDP).

Stephen Shih, Esq.

Deputy Associate Director for Senior Executive Services and Performance Management

 

U.S. Office of Personnel Management

Steve Shih serves at the U.S. Office of Personnel Management (OPM) in the position of Deputy Associate Director for Senior Executive Services and Performance Management, to which he was appointed in October 2010.  In this capacity, Mr. Shih leads OPM’s office responsible for human capital management policy for Senior Executive Service (SES) and other senior professionals – including for the selection, development, performance management, and recognition of Federal senior executives and senior professionals.   Mr. Shih is also responsible for leading Government-wide policy for all Federal employees with respect to performance management, awards, leadership development, employee engagement, and work-life and wellness programs (including telework and Employee Assistance Programs).

 

Prior to his appointment at OPM, Mr. Shih was employed at the U.S. Department of Homeland Security from August 2008 to October 2010, where he served in the position of Deputy Civil Rights and Civil Liberties Officer for EEO and Diversity Programs, and also served in an acting capacity as the Assistant Secretary-level Officer for Civil Rights and Civil Liberties. 

 

From October 2004 to August 2008, Mr. Shih served as the EEO Director at OPM. 

 

From November 1993 through September 2004, Mr. Shih was employed at the U.S. Equal Employment Opportunity Commission’s Washington Field Office, where he served as an Administrative Judge and later as the Chief Administrative Judge.

 

Mr. Shih received a Bachelors of Science degree from Duke University and a Juris Doctors degree from the Washington University School of Law.  Mr. Shih is a member of the Bar Associations for both Virginia and Washington, DC.

Deb Tomchek

Vice President

ICF

Former Director of Human Resources, U.S. Department of Justice (DOJ)
Former Director of Human Resources, U.S. Department of Commerce (DOC)

 

Debra Tomchek is a Vice President for ICF in the Organizational Research, Learning and Performance Line of Business, where she develops innovative human capital solutions for federal agencies. She currently serves as Industry Chair of the Evolving the Workforce Community of Interest for ACT-IAC. Ms. Tomchek, a federal career senior executive for more than fifteen years, held leadership positions as Executive Director of the Balanced Workforce Program, Department of Homeland Security, Director for Human Resources for both the U.S. Department of Commerce and the U.S. Department of Justice, as Deputy Director for Program Support (Civilian Personnel Management Service) in the Department of Defense, and as Director, Office of Organizational Improvement (Departmental Offices) and Associate Director for Workforce Solutions (U.S. Mint) in the Treasury Department. For more than eighteen years, Ms. Tomchek was an HR specialist at the U.S. Office of Personnel Management, and began her career as a civilian Army intern. She graduated with a B.A. from Christopher Newport University and an M.Ed. from the College of Willian and Mary.

Jeffrey Neal

Senior Vice President,

ICF International

(former Chief Human Capital Officer for the Department of Homeland Security  (DHS)

 

Jeffrey Neal is Senior Vice President for ICF International. Prior to ICF, Jeff was the Department of Homeland Security Chief Human Capital Officer, where he was responsible for human capital programs for 190,000 employees. He established Department-wide programs for Leader Development and making workforce sourcing decisions, and led the implementation of collective bargaining at TSA.

 

Jeff served as Director of Human Resources for the Defense Logistics Agency (DLA) from 2000 - 2009. At DLA, he dramatically improved HR services and strategy while reducing costs by more than $50 million. That and DLA’s enterprise leader development program were cited by the Partnership as models for other federal agencies. DLA HR’s Agency-wide culture assessment and change program significantly improved employee engagement.

 

Jeff is a Fellow in the National Academy of Public Administration, a Partnership for Public Service Strategic Advisor to Government Executives (SAGE), and blogs at ChiefHRO.com, where he writes about federal management and human capital issues.

Thevee Gray

Personnel Psychologist

U.S. Department of Agriculture, Farm Service Agency (FSA)

 

Thevee joined FSA in November 2012. Her work focuses on Organizational Development and Workforce Engagement. During her tenure, she has spearheaded the development of a very successful Workforce Engagement program, which is known within the Agency as “WE are FSA!” She works closely with and has been a key advisor to the FSA senior leaders on employee engagement efforts involving a diverse workforce of over 12,000 employees. Her expertise has been instrumental in helping the Agency act on their Federal Employee Viewpoint Survey (FEVS) results to improve organizational performance and address complex human capital and organizational challenges while ensuring plan alignment with FSA’s strategic goals. She has facilitated and implemented several initiatives that help move the needle in a positive direction. Through these efforts, the response rate has increased tremendously. Additionally, FSA has moved up in the “Partnership for Public Service Best Places to Work” rankings substantially.

 

While managing the WE initiative, Thevee created a robust Diversity and Inclusion (DI) program while acting as the Diversity program manager. She finalized the DI action plan and assessed the DI climate within FSA. She also provided briefings to the senior leaders and developed DI training for the workforce. Additionally, Thevee is certified in 360 degree feedback and provides coaching for USDA employees and leaders.

 

Prior to joining FSA, Thevee served as a Personnel Research Psychologist for the Office of Personnel Management where she managed and executed various initiatives related to the development, validation, and implementation of assessment instruments for employee selection.

 

Thevee graduated with a B.A. in Psychology from Asbury University and an M.S. degree in Industrial/Organizational Psychology from Eastern Kentucky University. She has also completed the Emerging HR Leaders Forum through the Partnership for Public Service.

Cancellation Policy: 

Confirmed registrations who cancel within 3 business days of the program will be subject to a $250 cancellation fee. Registrations cancelled after the program starts are subject to the full registration fee. Substitutions can be made at any time. In the event a particular training workshop is cancelled, the liability of Potomac Forum, Ltd is limited to refund of any prepaid registration fee.

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