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A Journey of Forbes Marshall
           towards being one of the BPTW
               (Great Place to Work)




8th July 2011             Mr. Bobby Kuriakose
                          Ms. Meghana Marathe
Forbes Marshall Overview

Started   by J. N. Marshall in 1925 as a Trading company

Focused   on Process Efficiency, Environmental Monitoring, Energy
Efficiency and Utilities Management for diverse sectors

Expanded    by Mr. Darius Forbes into a leading Corporate group,
manufacturing advanced engineering products

•Over 1000 Trained Professionals

•More than 1000 Products and Service packages

•Present Turnover of 750 Crores INR (150 Million US $)

•3 State-of-the-art manufacturing facilities

•21 Regional Sales & Service Centers in India

•11 International Sales & Marketing units
Vision and Values


• To be a developed company in a developing
  country, pursuing market leadership in our
  chosen fields of Steam Engineering, Process
  Control and Utilities Management.

• Dedicated to growth and an increasing
  international presence, committed to being a
  role model organization for our customers,                 Innovation &
  suppliers, society and members                             Entreprene -
                                                                urship
                                                 FM Family
                                                   Spirit
       Vision -                                              Value Delivery
                                                                 to our
                                                              Customers,
       Values                                                 Members &
                                                                Society
                                                 Integrity
Some Facts about our
             Organization


 Value Added per Employee = (Sales – Material Cost )   / Number Of People


Year           2005-06   2006-07   2007-08   2008-09     2009-10 2010-11
Achievement    16.91     18.57     19.36     22.02       25.92    29.36


Figures in lakhs
HR Philosophy

  Any Organization is as good as its people.

  People would like to be involved in what they do and
this leads to engagement.

 For a World Class Organization, we need People with
World Class Thoughts.

 An individuals dignity is as important as that of the
Organization.
Why is our Organization a Great Place to Work ?

 Time tested Employee Friendly culture and Heritage.

  Living Core Philosophy of Family Spirit.

 High integration of HR & CSR processes.

  Focus by Senior Leadership on HR strategies.

 HR being a facilitator to the Line Managers who are real HR
Champions – HR Associate

 Nurture transparency and team culture.
3 Key Pillars of E. Engagement


                  • Performance Management System
 Employee
                  • Learning & Development Initiatives
Development
                  • Competency @FM

                  • Communication Forums
Communication     • Communication Tools
                  • Channels of Feedback

                  • Women and Children
CSR Initiatives   • Education & Health
                  • Adolescents & Youth
1st Pillar Employee Development –
Competency @FM
                   Forbes                             Competency
                Marshall Core                           Based
                Competencies                          Recruitment




  Technical
Competencies             6 - Behavioral     Career     Competency
                        Competencies                     Based      Job Rotation
                                           Planning     Approach
Role Specific      Communication
                   Decision Making
                   Planning & Organizing
                   Problem Solving
                   Team Orientation
                   People Development
                                                       Learning &
                                                      Development
What’s unique in Competency @ FM?

Developed In- House

Competency Mapping for all levels

Themes developed for Behavioral Competencies

Qualifiers developed for Objective Competency Evaluations

Development of Recruitment Manual for Competency Based
Recruitment.

Varied Learning and Development Options designed In-House.
Performance Management System

               Goal
              Setting                        What’s Unique in PMS @ FM?

                                            Vision and Value Analysis

                           Administering
                                             Helping and Hindering Analysis
Mid Year                    the Annual
Reviews
               PMS            Review
               Cycle         Process         Personal Development Plan

                                            Focus on Future development of
                                           Members
           Analysis done
              post the                       Quality of Review Analysis
           Annual Review
              Process
Learning & Development Initiatives
         Pre Training                     Execution of                           Post Training
                                          L&D options                            Effectiveness


Competency Mapping                  L&D Intervention Co-                 Copy of form given to
                                    ordination                           manager
Skill Gaps identified
                                    Delivery of L&D Options              Forms Analyzed
Learning & Development
Calendar Prepared                   Knowledge Transfer                   Review by manager for
                                    measured                             change in behavior
Candidates Nominated for
various L&D options and             Effectiveness Of L&D options
interventions                       is measured through
                                    effectiveness form




                           What’s unique in L&D Initiatives @ FM?
       Post Training Evaluation using Kirk Patrick Model
       Vendor Development Initiatives
       Content Development and Training Design by ID certified members
       Calculation of Trainer Score for every Training.
       Designing of Various L&D methodologies
2nd Pillar - Communication
    Communication               Communication                 Feedback
       Forums                     Channels &                  Channels
                                    Tools

Induction and Orientation    Intranet – I @ FM        Employee
Vision and Value                                      Engagement Survey
                             FM Insight – Video
Workshops                                              Employee Satisfaction
                             Magazine
PMS, Competency and                                   Survey
Post Training Discussions    FM Topics – Quarterly    Vision and Value
Monthly Managers            Magazine                  Analysis
Meetings                                                Helping and Hindering
 Monthly Meetings            HR Associate activity   Factors Analysis
 VA Review Meetings          Internal newsletters    HR Associate Survey
 Departmental Meetings                                360 Degree Feedback
Divisional Reviews             # Inside info          Exit Analysis
Value Council Meetings                                Customer Satisfaction
                                # Intouch
 Various Conferences                                  Survey
                                                       GPTW Feedback
Unique Practices and Processes @ FM

ELT – Leadership Development
Role Transition Program
Vision and Value workshops for every new member
Course fees reimbursement for members
Value Digression Committee
Committee on Sexual Harassment/ HIV AIDS / CSR
Our Retirees Program
Family members awareness programs
FM Blue Wave
Meljol
FM Alumni Data Base
Educational Trip for members children
FM Appreciation award
3rd Pillar – Corporate Social
Responsibility – FM Initiatives
Our Neighbourhood
What we do differently…

             • Need Based Programmes
             • Participatory approach
             • Women and children as    key
             beneficiaries
             • Networking and partnership with
             government bodies.
Objectives….
                    • Study Hall
Objective 1 – To    • Prerna Kendra
enhance skills of   •Akanksha
  school going      •School Libraries in municipal schools
    children        •Gammatwadi
                    •Bal Bhavan




Objective 2 – To    • LABS – Employability training for youth
      impart        • Tarang – Imparting HIV/Aids awareness and sex
 vocational and     education in schools
  life skills to    • Phulora – Life skills program for adolescent girls
adolescents and     •ECF – Program to sensitize young males to reduce
      youth.        violence against women.
• Establishing and supporting SHGs,
                       federations and credit society
 Objective 3 – To      • Umang
empower Women          • Vocational skill training for women
                       • Awareness and exposure on socio legal
                       issues.




Objective 4 – To    • HIV/ AIDS awareness and counseling and rehabilitation
enhance health      to substance abusers, their families and the community.
awareness and       • Child Guidance centre
                    • Health workers training and awareness in the
    provide
                    community.
   services.        •Health Check – up services in the neighbourhood
Social Audit Accounting



We are the first company in India to complete
 the social Audit through the Social Audit
       Network UK in October 2009.
Employee Involvement




              CSR Awards –
               Mother Teresa Award,
               FICCI award,
               Project Management Inst. India
                award,
               B.D.Deshmukh award etc…
Everything isn’t rosy…..

HR Challenges:
   Limitations of a manufacturing organization in HR focused initiatives
   Major group of senior members and the challenges in their engagement.
   Management of change and learning , especially the ‘Baby Boomers’
   Engagement of ‘Gen X’ and ‘Gen Y’



CSR Challenges:
 Political pressure
 Delay from Government agencies
 Attitudes
Still the Journey
Continues…….

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Forbes Marshal

  • 1. A Journey of Forbes Marshall towards being one of the BPTW (Great Place to Work) 8th July 2011 Mr. Bobby Kuriakose Ms. Meghana Marathe
  • 2. Forbes Marshall Overview Started by J. N. Marshall in 1925 as a Trading company Focused on Process Efficiency, Environmental Monitoring, Energy Efficiency and Utilities Management for diverse sectors Expanded by Mr. Darius Forbes into a leading Corporate group, manufacturing advanced engineering products •Over 1000 Trained Professionals •More than 1000 Products and Service packages •Present Turnover of 750 Crores INR (150 Million US $) •3 State-of-the-art manufacturing facilities •21 Regional Sales & Service Centers in India •11 International Sales & Marketing units
  • 3. Vision and Values • To be a developed company in a developing country, pursuing market leadership in our chosen fields of Steam Engineering, Process Control and Utilities Management. • Dedicated to growth and an increasing international presence, committed to being a role model organization for our customers, Innovation & suppliers, society and members Entreprene - urship FM Family Spirit Vision - Value Delivery to our Customers, Values Members & Society Integrity
  • 4. Some Facts about our Organization Value Added per Employee = (Sales – Material Cost ) / Number Of People Year 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 Achievement 16.91 18.57 19.36 22.02 25.92 29.36 Figures in lakhs
  • 5. HR Philosophy Any Organization is as good as its people. People would like to be involved in what they do and this leads to engagement. For a World Class Organization, we need People with World Class Thoughts. An individuals dignity is as important as that of the Organization.
  • 6. Why is our Organization a Great Place to Work ? Time tested Employee Friendly culture and Heritage. Living Core Philosophy of Family Spirit. High integration of HR & CSR processes. Focus by Senior Leadership on HR strategies. HR being a facilitator to the Line Managers who are real HR Champions – HR Associate Nurture transparency and team culture.
  • 7. 3 Key Pillars of E. Engagement • Performance Management System Employee • Learning & Development Initiatives Development • Competency @FM • Communication Forums Communication • Communication Tools • Channels of Feedback • Women and Children CSR Initiatives • Education & Health • Adolescents & Youth
  • 8. 1st Pillar Employee Development – Competency @FM Forbes Competency Marshall Core Based Competencies Recruitment Technical Competencies 6 - Behavioral Career Competency Competencies Based Job Rotation Planning Approach Role Specific Communication Decision Making Planning & Organizing Problem Solving Team Orientation People Development Learning & Development
  • 9. What’s unique in Competency @ FM? Developed In- House Competency Mapping for all levels Themes developed for Behavioral Competencies Qualifiers developed for Objective Competency Evaluations Development of Recruitment Manual for Competency Based Recruitment. Varied Learning and Development Options designed In-House.
  • 10. Performance Management System Goal Setting What’s Unique in PMS @ FM? Vision and Value Analysis Administering Helping and Hindering Analysis Mid Year the Annual Reviews PMS Review Cycle Process Personal Development Plan Focus on Future development of Members Analysis done post the Quality of Review Analysis Annual Review Process
  • 11. Learning & Development Initiatives Pre Training Execution of Post Training L&D options Effectiveness Competency Mapping L&D Intervention Co- Copy of form given to ordination manager Skill Gaps identified Delivery of L&D Options Forms Analyzed Learning & Development Calendar Prepared Knowledge Transfer Review by manager for measured change in behavior Candidates Nominated for various L&D options and Effectiveness Of L&D options interventions is measured through effectiveness form What’s unique in L&D Initiatives @ FM? Post Training Evaluation using Kirk Patrick Model Vendor Development Initiatives Content Development and Training Design by ID certified members Calculation of Trainer Score for every Training. Designing of Various L&D methodologies
  • 12. 2nd Pillar - Communication Communication Communication Feedback Forums Channels & Channels Tools Induction and Orientation  Intranet – I @ FM  Employee Vision and Value Engagement Survey FM Insight – Video Workshops Employee Satisfaction Magazine PMS, Competency and Survey Post Training Discussions FM Topics – Quarterly Vision and Value Monthly Managers Magazine Analysis Meetings  Helping and Hindering  Monthly Meetings  HR Associate activity Factors Analysis  VA Review Meetings  Internal newsletters HR Associate Survey  Departmental Meetings 360 Degree Feedback Divisional Reviews # Inside info Exit Analysis Value Council Meetings Customer Satisfaction # Intouch  Various Conferences Survey GPTW Feedback
  • 13. Unique Practices and Processes @ FM ELT – Leadership Development Role Transition Program Vision and Value workshops for every new member Course fees reimbursement for members Value Digression Committee Committee on Sexual Harassment/ HIV AIDS / CSR Our Retirees Program Family members awareness programs FM Blue Wave Meljol FM Alumni Data Base Educational Trip for members children FM Appreciation award
  • 14. 3rd Pillar – Corporate Social Responsibility – FM Initiatives
  • 16. What we do differently… • Need Based Programmes • Participatory approach • Women and children as key beneficiaries • Networking and partnership with government bodies.
  • 17. Objectives…. • Study Hall Objective 1 – To • Prerna Kendra enhance skills of •Akanksha school going •School Libraries in municipal schools children •Gammatwadi •Bal Bhavan Objective 2 – To • LABS – Employability training for youth impart • Tarang – Imparting HIV/Aids awareness and sex vocational and education in schools life skills to • Phulora – Life skills program for adolescent girls adolescents and •ECF – Program to sensitize young males to reduce youth. violence against women.
  • 18. • Establishing and supporting SHGs, federations and credit society Objective 3 – To • Umang empower Women • Vocational skill training for women • Awareness and exposure on socio legal issues. Objective 4 – To • HIV/ AIDS awareness and counseling and rehabilitation enhance health to substance abusers, their families and the community. awareness and • Child Guidance centre • Health workers training and awareness in the provide community. services. •Health Check – up services in the neighbourhood
  • 19. Social Audit Accounting We are the first company in India to complete the social Audit through the Social Audit Network UK in October 2009.
  • 20. Employee Involvement CSR Awards –  Mother Teresa Award,  FICCI award,  Project Management Inst. India award,  B.D.Deshmukh award etc…
  • 21. Everything isn’t rosy….. HR Challenges:  Limitations of a manufacturing organization in HR focused initiatives  Major group of senior members and the challenges in their engagement.  Management of change and learning , especially the ‘Baby Boomers’  Engagement of ‘Gen X’ and ‘Gen Y’ CSR Challenges:  Political pressure  Delay from Government agencies  Attitudes