Workshop Logistics Erik Gottschalk Strategic Planning Workshop 4

Workshop Logistics Erik Gottschalk Strategic Planning Workshop 4 -5 November 2015

Overview • • 2 Handouts – Charge, Agenda, Lab Agenda Why? What? Where are we? Working groups Workshop website Lab Priorities Retirement Eligibility Agenda 11/4/15 Erik Gottschalk | Strategic Planning Workshop

Why? – Workforce Planning • • Phase 1 – Workforce analysis (retirement eligibility, skills inventory) Phase 2 – Workforce plan (develop action plans – today!) – Restructuring the organization – Cross-training – New hires – Staff transfers – Outsourcing a function – Succession plan – Retraining – Mentoring Phase 3 – Implement the plan Phase 4 – Monitor, evaluate, and revise the plan This is ambitious but a lot of preparatory work has been done. Reference: http: //das. ct. gov/fp 1. aspx? page=320 3 11/4/15 Erik Gottschalk | Strategic Planning Workshop

What are we doing? Develop action plans for critical and endangered skills. Geodesist (an example): • Conduct international search among HEP laboratories and academia in FY 16. • Pursue outreach through the alignment community by utilizing IWAA (International Workshops on Accelerator Alignment). • Hire a qualified geodesist in FY 17. • Critical skill – expertise needed in an organization because the demand for the skill exceeds the supply, and the expertise is not readily available external to the organization • Endangered skill – existing expertise in an organization that has been identified as a critical skill due to anticipated retirements or staff departures in the near future 4 11/4/15 Erik Gottschalk | Strategic Planning Workshop

Where are we? – Meeting Rooms Group 0 (Nigel’s Group) & Group 1 Plenary Sessions Group 2, Group 3, Group 4, Group 5 5 11/4/15 Erik Gottschalk | Strategic Planning Workshop

Working groups (based on OHAP) Organization and Human Asset Plan (OHAP) – job categories • Administration (includes ES&H and Facilities Management) – Leaders: Tim Meyer + Kay Van Vreede – DB expert: Marc Kaducak • Engineering (includes designers and drafters) – Leaders: Randy Ortgiesen + Mayling Wong + Mike Lindgren – DB expert: Hugh Lippincott • Information Technology – Leaders: Jin Chang + Panagiotis Spentzouris (promoted to “Group 0”) – DB expert: Lucas Taylor • Scientific – Leaders: Steve Brice + Doug Glenzinski – DB expert: Jim Hirschauer • Technical – Leaders: Mary Convery + Karen Kephart – DB expert: Brendan Casey 6 11/4/15 Erik Gottschalk | Strategic Planning Workshop

Website (1 of 3) – Charge, Agenda, Working Groups 7 11/4/15 Erik Gottschalk | Strategic Planning Workshop

Website (1 of 3) – Charge, Agenda, Working Groups Workshop Logistics (these slides) 8 11/4/15 Erik Gottschalk | Strategic Planning Workshop

Website (2 of 3) – Day 1 & 2 Step-by-Step Instructions 9 11/4/15 Erik Gottschalk | Strategic Planning Workshop

Website (3 of 3) – Reference Documents & Contact Info 10 11/4/15 Erik Gottschalk | Strategic Planning Workshop

Lab Priorities – Ordered List of Importances 1. 2. 3. 4. 5. 6. 7. LBNF + DUNE (CD-1 CD-3 a must succeed) LCLS-II (we must deliver…and we are) PIP-II (India collaboration) LHC upgrades (CMS, LARP) Muon g-2 Mu 2 e (go go go) and associated AIPs Operations in order: 1. Nova (500 k. W 700 k. W) 2. Micro. Boo. NE 3. Everything else 8. SBN (small but fast track) 9. Cosmic projects and ops (small but leveraged, work with other labs) 10. R&D (a core competency) accelerators and detectors 11 11/4/15 Erik Gottschalk | Strategic Planning Workshop

Po s 12 11/4/15 ist nt te ia an Fin cie er Re ce so u C ec rc ha ivil es En ni ca gin l. E ee n r Co gin e m m erin un g ica tio ns In ES fo rm Op &H at io erat n Te ion s ch no Pr l Pr o o gy oj ec cur t M em Ot he ana ent r. A ge Fa m en cil dmi ni iti st t es r a M an tion ag em en t Ot De he r T sign ec hn ica El ec l Sc tri i en M ca ec l t ha Tec ist ni h n ca El l T icia ec n e tri ca chn ici l. E a ng in n ee rin Al ign g m en t M an Hu m in e oc As s ng t. S es Gu h rc t. E es Gu ea es l. R ra to oc td Retirement Eligibility (from Postdocs to Alignment) Retirement eligibility by OHAP Category within 5 yrs (%) 100% 90% 80% 70% 60% 50% 40% Within 5 years % (cumulative) 30% 20% 10% 0% Erik Gottschalk | Strategic Planning Workshop

Agenda for Day 1 ------ Develop Action Plans ------Prioritize Action Plans 13 11/4/15 Erik Gottschalk | Strategic Planning Workshop

Introducing tomorrow’s ERM Facilitators • Lucas Taylor, Fermilab – Ph. D Particle Physicist, PMP-certified, Deputy Project Manager for “LHC CMS Detector Upgrades” – Fermilab Risk Manager, Lab risk processes, tools, project risk (CMS, LBNF / DUNE…), enterprise risk • Keith Molenaar, U. of Colorado – Professor of Construction Engineering Mgmt. – Research interests: project risk analysis, alternative project delivery methods, and cost engineering • Anne Kerhoas, CERN – Physicist, Engineer, MBA, previously: Senior Safety Officer, International Atomic Energy Commission – CERN Enterprise Risk Management 14 Erik Gottschalk | Strategic Planning Workshop 11/4/15

Additional Slides 15 11/4/15 Erik Gottschalk | Strategic Planning Workshop

Terminology • Critical skill – expertise needed in an organization because the demand for the skill exceeds the supply, and the expertise is not readily available external to the organization • Endangered skill – existing expertise in an organization that has been identified as a critical skill due to anticipated retirements or staff departures in the near future 16 11/4/15 Erik Gottschalk | Strategic Planning Workshop