Andrew Lamberto – Succession Planning Best Practices

Andrew Lamberto, previously the Director of Human Resources with the County of San Bernardino, California, is a seasoned professional whose succession planning skills are respected among his associates.

Andrew Lamberto
Andrew Lamberto

In Andrew Lamberto’s words, “succession planning is a process managers go through to prepare their organization for the future leadership.” Successful instances of succession planning typically share best practices like those outlined below, and implementing them in your own organization could offer valuable results:

  • Get the Support of the CEO and Board. Succession planning can’t be just a Human Resources focus – the CEO and Board must be involved if the plan is to succeed. The CEO and Board should participate in regular reviews, offer feedback, ask questions and remain accountable for all succession planning efforts.
  • Review Talent Regularly. Regularly reviewing talent with the assistance of the CEO and Board helps identify rising stars and underperforming employees. Following talent reviews, top-performers and underperformers can be addressed accordingly.
  • Identify Individual Successors and Pools. Identify a handful of top individual successors that can be trained and prepared for positions that they are ideal for and then identify pools of successors. Valuable pools will allow you to prepare to fill high level positions, including those that do not yet exist.
  • Implement Identification and Development at All Levels. By putting talent identification and development procedures in all levels of the organization, your succession planning will pull from a more diverse pool of candidates.If you require assistance with succession planning, contact your organization’s Human Resources Officer. This advice is like what a professional like Andrew Lamberto might offer to improve a company’s preparedness.

Andrew Lamberto – What is Succession Planning? 

Andrew Lamberto is responsible for creating many important plans during his time as the Director Of Human Resources for the San Bernardino County. One of those plans was for succession. Simply stated, succession planning allows process managers to go through to prepare their organization for the future leadership. It is expected that the retirement of the baby boomers will produce a sharp decline in available personnel at the higher levels in many organizations.

Andrew Lamberto
Replacement leaders are also expected to be more technically savvy and sophisticated than their predecessors. The County of San Bernardino is not immune to the reduction of seasoned and talented leadership. The good news for the county is that many of the employees spend their entire career there, giving them an edge on being able to groom successors.

Mr. Lamberto previously wrote about how he became the Director of Human Resources. In that article he emphasized some very simple ways to help employees get noticed and potentially climb the ladder. Some of those examples included dressing and grooming for a promotion, coming in early and staying late, enthusiasm, taking responsibility, asking for training or going back to school, and remembering to do the simple things. If you are a manager, you need to find ways to encourage and maintain the talented employees. They are your best assets.

Succession planning is intended to help management identify gaps in talent and understand their development needs. It also assists in identifying jobs that are critical to the overall success of the organization. Andrew Lamberto created his succession plan to help the San Bernardino county find and keep employees that are hard working.

Andrew Lamberto – Service FIRST 

Customer service is important for many agencies and companies and when it comes to county employees, it is essential. In order to help these employees provide the best customer service possible, it is important for them to be trained accordingly. Andrew Lamberto helped create a program to do just that.

Andrew Lamberto
Andrew Lamberto

In 2002, San Bernardino County formed a Customer Service Team as part of a strategic planning initiative. For several years, a team researched customer service programs in large organizations, surveyed County staff and managers, and held employee focus groups.

In 2005, the team approved a comprehensive program called Service FIRST, with FIRST being an acronym for Friendly, Interested, Responsive, Service-Oriented, and Trustworthy. The program elements included: clear standards for customer service communicated by the County Administrative Officer to all employees through meetings and rallies, continued customer service training for new hires with annual refresher training for all incumbents, customer service as a factor in all county work performance evaluations, a “Mystery Shopping” program to spot check customer service activities throughout the county, annual department surveys to assess implementation and maintenance of customer service standards, a reward and recognition program for redemption of customer service “recognition” points for various reward items.

Andrew Lamberto worked hard to make San Bernardino county a great place to live, work and play and he enjoyed working with the Achievement Award Program to reach his goals. He also worked on several other projects that were designed to improve the community for the people who live and work in it.

Andrew Lamberto – Achievement Award Program – Deferral Education Campaign 

Andrew Lamberto has created many programs to help improve San Bernardino, California. One of his projects was part of the achievement award program that helped the residents learn more about Roth, retirement, and referrals. As part of the County’s commitment to assist employees in preparing for a secure retirement, the County took advantage of the changes to the Small Business Jobs Act of 2010 and added to its 457(b) Deferred Compensation plan offerings the Roth deferral option.

Andrew Lamberto
Andrew Lamberto

Adding this option to the portfolio provided employees with an increased flexibility to meet a myriad of financial needs. Beginning in July of 2013, the County developed an intensive educational/promotional campaign to introduce and educate employees regarding the Roth feature and to increase overall retirement savings awareness.

The intent of the campaign was to engage its multicultural, multigenerational employee base with recognizable imagery and messaging. The County decided to capitalize on the Wizard of Oz as their popularization through multiple iterations in other media; the characters and images from these stories were felt to have a universal appeal. Consequently, the Roth campaign theme was implemented as “The Wonderful Wizard of Retirement Savings.”

The Campaign resulted in communication to approximately 18,000 employees via email blasts, meeting face-to-face with approximately 600 employees, new enrollments and existing enrollments utilizing only Roth deferrals or Roth and Traditional deferrals resulting in an estimated annual increase of $637,000 to the 457(b) Deferred Compensation plan. Andrew Lamberto is proud to have helped educate the people of his community and work on such an important project.