Daisy Comms - My Personal Development

| My Personal | Development

March 2023

| We’re going on a journey!

My personal development

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We’re going on a journey!

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Daisy’s vision:

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Daisy’s mission:

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What is AIR?

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What is PACT?

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What is 70:20:10?

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Dear passenger, As another year begins, so does your development journey. It’s time to focus on your Personal Development Review (PDR) and we are delighted to be a part of it.

During your set PDR meetings, we’ll get to know you better. We’ll discuss your work, goals and ambitions to help you become better every day both in and out of our organisation.

The results of these discussions will be recorded on Cascade so you can check the progress of your journey at any time.

Are you ready to take flight?

Your PDR flight plan

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The PDR Process: Setting goals

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The PDR Process: Regular 1:1s

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The PDR Process: Mid-year 1:1

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The PDR Process: End-of-year 1:1

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On Cascade

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| Daisy’s Vision: To make leading technologies available to businesses, enabling them to be better everyday, supported by knowledgeable people who really care.

| Daisy’s Mission: To connect the UK’s business communities with technologies that are focused on their specific needs, providing specialist support to keep Britain working.

| What is AIR? AIR stands for Acquire, Increase, and Retain. We need AIR for our business to survive.

These are our business objectives:

Acquire Everyone we know uses communication products, and we supply everything from internet connectivity to mobile tariffs.

It is our responsibility to reach out to these people and bring them into Daisy.

Increase If a customer is satisfied with their Daisy product or service, we should encourage them to order from us again and expand their Daisy portfolio.

At Daisy, we always look to increase opportunity for our customers by expanding our knowledge and offering reliable products.

Retain We value our customers and the business they provide us.

Retaining our valued customers long term is essential to keep Daisy growing so we can be better every day.

| What is PACT? PACT is our values, created by our people. It shows the qualities needed to deliver our vision, mission and business objectives.

P

A T

C

PASSION in all we do.

ADAPTABILITY is our strength.

Our CHARACTER comes from within.

We are all one TEAM .

| What is 70:20:10?

This is an approach to learning that can help you identify all the different ways you can achieve your development goals.

You can think of this approach as a pyramid. All three levels are essential to support your personal growth and career development.

10%

L&D 20%

My Manager

70%

Me

70% me On-the-job experience

10% me and L&D Off-the-job experience

This includes: shadowing colleagues; taking on more responsibility such as a challenging task or project; solving problems; and applying new knowledge to your current role. You could also take part in a job swap!

This includes: training courses and workshops, whether in person or online; completing eLearning modules; or studying for a professional qualification.

These activities help build the foundation of your pyramid and should take approximately 70% of your development time.

These activities should take approximately 10% of your development time in order to complete your pyramid.

100% Why is this important?

20% me and my manager Near-the-job experience This includes: seeking out coaching or mentoring; requesting and receiving feedback from managers, colleagues or clients; and engaging with self-development materials such as videos, podcasts and books.

These activities should take approximately 20% of your development time.

By exploring all three sections of the pyramid when you’re discussing your development needs and career ambitions, you can effectively plan tailored activities to help you achieve your development goals.

This will also boost your experience both inside and outside of Daisy.

| Your PDR flight plan Your journey through the year begins in April/May and ends in March/April of the following year.

Start here

1 Start-of-year 1:1 (Apr/May)

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2

End-of-year 1:1 (Mar/Apr)

Regular 1:1s

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3

Regular 1:1s

Mid-year 1:1 (Oct/Nov)

Start-of-year 1:1 Setting goals

Mid-year 1:1 After six months

You will work with your line manager to discuss your needs and the needs of the business in order to set relevant goals and plan your development for the year ahead. You can record your goals and development on Cascade for review throughout the year.

You will discuss and record your progress so far with your line manager and adjust your goals and development accordingly on Cascade to keep you progressing.

Regular 1:1s Checking in You will continue to meet with your line manager regularly to check on your progress.

End-of-year 1:1 After twelve months You will review and record your achievements over the last twelve months and compare them to the goals you set at the start of the year. This allows both you and your line manager to see your annual progress and celebrate your success.

| The PDR process: | Setting goals Here are a few things to consider as you prepare for your start-of-year 1:1.

BEFORE YOU BEGIN ▶ Schedule the session

Make sure you can discuss your goals without interruptions and that you have plenty of time. Consider scheduling the session during a regular 1:1 meeting. ▶ Consider goals

Consider what goals would be appropriate based on your role, experience and the business objectives. Ideally, individuals should set between three to five goals per year. ▶ Consider development

Give some thought to possible development pathways and how these could be achieved using the 70:20:10 model.

On Cascade The Cascade screens can be found by clicking on My Record and searching through the drop down list. Check page 20 for the Cascade to-do list.

DURING YOUR 1:1 1. Set the stage Your line manager will begin by explaining how the discussion will proceed. Together you will review your performance over the previous year, discuss what worked well and where you may have needed additional support.

The conversation is what is important. The Cascade forms can be completed by you or your line manager, before, during or after the meeting. That way you don’t have to pause your conversation to type.

2. First session?

If you are setting goals for the first time, start with the questions on Cascade’s Pre-flight Checks screen so your line manager can get a better understanding of you.

If you have set goals before, you could review your answers to the previous year’s questions, or start with a general conversation about the last twelve months.

There is no need to complete the Pre-flight Checks every year.

3. Discuss and agree goals You and your line manager should decide on your goals together. Be sure you are comfortable with your goals and how you might achieve them.

4. Discuss and agree a development plan You and your line manager should decide on your development needs together and how you are going to achieve them using 70:20:10.

If you wish to be considered for external development opportunities, you should inform your line manager as this requires an additional process.

Information will be provided separately when available.

| The PDR process: | Regular 1:1s Here are a few things to consider as you prepare for your regular 1:1s.

BEFORE YOU BEGIN ▶ Schedule your 1:1s

Make sure you have regular 1:1 meetings scheduled throughout the year.

These can be as frequent as you think is needed, but it is recommended to meet with your line manager at least once a month. ▶ Consider goals

Review your goals and discuss your current progress. Your line manager can provide support and guidance as required. ▶ Consider development

Review your development needs. These may have changed since your last 1:1, your line manager can provide support and guidance as required.

DURING YOUR 1:1 1. Set the stage

On Cascade

Remember, during a 1:1 you are free to discuss any successes and concerns you may have. You may choose to set a support structure accordingly. Here are some questions your line manager may ask:

The Cascade screens can be found by clicking on My Record and searching through the drop down list. Check page 20 for the Cascade to-do list.

▶ How can I help you?

▶ What have you accomplished since we last spoke? ▶ Which projects are you most proud of? ▶ What was your biggest challenge? ▶ What have you learned?

▶ What might you do differently next time?

| The PDR process: | Mid-year 1:1 Here are a few things to consider as you prepare for your mid-year 1:1.

BEFORE YOU BEGIN ▶ Schedule the session

Make sure you can discuss your progress without interruptions and that you have plenty of time. Consider scheduling the session during a regular 1:1 meeting. ▶ Consider goals

Review your goals to prepare to discuss your current progress. Your line manager can provide support and guidance as required. ▶ Consider development

Review your development needs to prepare to discuss your current progress. ▶ Consider feedback

Consider any positive or constructive feedback you may wish to voice during your formal mid-year review.

DURING YOUR 1:1 1. Set the stage

3. Review development

Your line manager will begin by explaining how the discussion will proceed. Together you will review your performance over the last six months, discuss what worked well and where you may have needed additional support.

Discuss and review your development needs. You and your line manager should discuss any changes to your needs and add any updates. If you have successfully developed beyond a need, record this and consider setting another development need for the second period of the year.

2. Review goals Discuss and review each of your goals. You and your line manager should agree the current status of each goal and add any updates.

If a goal is no longer relevant, make sure it is amended at this stage. If a goal has been completed, record this and consider setting a new goal for the second period of the year.

4. Review PACT and performance During your mid-year review, it’s important to review how you are representing the company values, PACT. Discuss each value and agree any updates and areas for development, along with a general review of the last six months.

On Cascade The Cascade screens can be found by clicking on My Record and searching through the drop down list. Check page 20 for the Cascade to-do list.

| The PDR process: | End-of-year 1:1 Here are a few things to consider as you prepare for your end-of-year 1:1.

BEFORE YOU BEGIN ▶ Schedule the session

Make sure you can discuss your progress without interruptions and that you have plenty of time. Consider scheduling the session during a regular 1:1 meeting. ▶ Consider goals

Review your completed goals and prepare to share how you feel your path to each goal progressed. You should also consider the next steps for any goal that has not been achieved. ▶ Consider development

Review your development needs and prepare to share how you feel you have developed in the last year. You should also consider the next steps for any further development required. ▶ Consider feedback

Consider any positive or constructive feedback you may wish to voice during your formal end-of-year review.

This is the opportunity for both you and your line manager to reflect on the last 12 months. Celebrate successes, discuss challenges, and prepare for setting goals next year.

DURING YOUR 1:1 1. Set the stage Your line manager will begin by explaining how the discussion will proceed. Together you will review your performance over the last 12 months, discuss what worked well and where you may have needed additional support.

4. Review PACT and performance During your end-of-year review, it’s important to review how you are representing the company values, PACT. Discuss each value and agree any updates and areas for development, along with a general review of the last twelve months.

2. Review goals Discuss and review your goals then set the final status for each.

3. Review development Discuss and review your development needs then add the final status for each. Development needs may be rolled over to the next year if applicable.

On Cascade The Cascade screens can be found by clicking on My Record and searching through the drop down list. Check page 20 for the Cascade to-do list.

| On Cascade Here you can check which Cascade screens you need to complete during each 1:1.

PDR (1) Pre-flight checks ▶ Start-of-year 1:1

Complete this section during your first start-of-year meeting only.

PDR (2) Goals ▶ Start-of-year 1:1

Complete one form for each goal agreed up to a maximum of five goals per year. ▶ Regular 1:1s

Regularly review your goals and monitor your progress. If you feel a goal is out of reach, you can always discuss changing your goals with your line manager or ask for further support. If you have completed a goal or it is no longer relevant, it can be updated during your 1:1s. ▶ Mid-year 1:1

Update each goal as required and complete the mid-year review section. ▶ End-of-year 1:1

Complete the end-of-year review sections and set the final status for each goal.

PDR (3) Development needs ▶ Start-of-year 1:1

Complete one form for each development need agreed. Remember to tick the box if external learning is required (e.g. an apprenticeship or any external expenditure). ▶ Regular 1:1s

Regularly review your development needs. This is essential to your progress.

Your needs may have changed since your last 1:1. ▶ Mid-year 1:1

Update each development need as required and complete the mid-year review section. ▶ End-of-year 1:1

Complete the end-of-year review sections and set final status for each need. If a development need hasn’t been completed, you should decide if it’s going to be rolled over to the following year.

PDR (4) PACT ▶ Mid-year 1:1

Complete the mid-year review sections. ▶ End-of-year 1:1

Complete the end-of-year review sections.

PDR (5) Mid-year/End-of-year ▶ Mid-year 1:1

Both you and your line manager should complete your individual mid-year review sections. ▶ End-of-year 1:1

Both you and your line manager should complete your individual end-of-year review sections.

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