IBEX_H3C_DCSD HR Assessment Status Update Report 06.07.24

AID 1660051 · View on Simbli

Agenda Item

2. Status Updates for Divisional Process, Content and Performance Audit Projects ~ Updated 6.11.2024

Summary: Presented by: Mr. Joel Thibodeaux, Director of Audits & Compliance, Chief of Staff Division
                            DeKalb County School District
                           HR Assessment Status Summary

        From:            Charlene Fitzpatrick, IBEX/ H3C
        To:              Dr. Horton, Ms. Tasha Davis Mills, Dr. Ward-Smith, Dr. Jones
        Cc:              Sheree Knowles, Ersula May, Ardie Harrison, Tracey Grace,
                         and Shalecia Evans
        Subject:         HR Assessment Status Summary
        Time Period:     As of June 7, 2024


                              SUMMARY OF DELIVERABLES TO DATE
This assessment involves 16 functional HR focus areas. The following has occurred as of June 7, 2024.
    • We continue utilizing our proprietary HR assessment tool. The tool includes pre-assessment
       conversations with HR function leaders testing and evaluating data, discovery conversations with
       stakeholders, document review and analysis, and, where applicable, process observations. The
       information provides trends, themes, and areas that require attention.

   •   As of June 5, 2024, and we go deeper into the assessment process, the senior project team
       members have shifted from being on-site at the DCSD central office three days a week to as
       needed for gathering information, conducting assessment conversations, and reviewing
       documents in collaboration with the DCSD HR and other applicable department team members.

   •   Draft HR Assessment findings, recommendations, and executive summary report have begun.

   •   We have initiated the initial schedule request for the DCSD team to review the draft report. We
       are tentatively targeting the third week of July 2024, ensuring a clear and structured process for
       all involved.


                              16 FACTOR FOCUS AREA STATUS
The chart below displays the 16-factor focus areas broken up by color, indicating the focus area's
assessment process status and the timeline for completing the HR assessment findings, results, and
recommendations report.
   • The green section indicates that those focus areas are on track to the timeline. The project tasks
      are progressing as planned. Items remain to be completed for those focus areas, but some
      results are referred to project writers for report preparation.

   •   The yellow section signals a little caution. There are minor delays due to cross-department
       functions and stakeholder conversation scheduling. The DCSD Team is very gracious with their
       time and assistance in resolving the delay.

       The District is at the end of a third-party compensation and class study and is developing an
       implementation plan for approved recommendations based on the study's results. Compensation
       information has been received; however, some final checks and reviews remain to ensure Job
       Descriptions are ready for the assessment process. We expect to have this resolved by June 12,
       2024.

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        As shared in the project update summary on May 24, 2024, the Munis implementation continues;
        however, we will utilize June 14 as the date for the information to be included in the report.

    •   The red section indicates challenges to the timeline that cause delays.

               On Schedule                                  Delays                     Challenges
•   Personnel Files                          •   Safety and Security                 Currently N/A
•   Employee Relations                       •   Health and Safety
•   Separation and Exit Process              •   HR Technology and Systems
•   HR Customer Service                      •   Compensation
•   Succession Planning                      •   Job Descriptions
•   Recordkeeping and Documentation
•   Policies, Procedures, Compliance, and
    Confidentiality
•   Recruitment and Onboarding
•   Benefits and Sanctions
•   Performance Management
•   Training and Development


                              UPCOMING DELIVERABLE ITEMS
    •   Continue working onsite at the DCSD Central Office as needed.
    •   Continue the assessment process and work with DCSD Team members to resolve the
        delays.
    •   Begin implementing the assessment results, findings, and recommendations report
        process. The current timeline for the report draft is the third week of July 2024.




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