EUL1484 Checklist en 090824 Web

32
European Commission Checklist on Restructuring Processes

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Transcript of EUL1484 Checklist en 090824 Web

  • European Commission

    Checklist on Restructuring Processes

  • Checklist on Restructuring Processes

    European CommissionDirectorate-General for Employment, Social Affairs and Equal Opportunities

    Unit F.3

    Manuscript completed in February 2009

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  • Checklist on Restructuring Processes

    Restructuring is painful for the actors concerned, in particular for workers and regions. The current economic crisis, which affects all economies of the European Union, is confirming that. The crisis has severe negative effects on employment as a consequence of a rising number of companies being forced to restructure their activities.

    The different actors involved in restructuring have all advantage in working together to ensure coherence and synergies between their specific roles in the process of anticipating and managing change and restructuring. In order to maximise the chances of a successful reconversion of the workers made redundant, the restructured com-panies and the regions affected, measures need to be quickly taken as part of a reconversion plan co-ordinated by a specific taskforce or similar structure.

    To help the actors confronted with a restructuring event in their region or in their company, the Commission would like to put at their disposal a set of comprehensive checklists of concrete actions aimed at anticipating, managing and reacting to restructuring.

    These checklists are based on numerous practical examples of good practices in the context of anticipating and managing change and restructuring within different national frameworks, industrial relations systems and eco-nomic and social contexts. Even if some of the best practices referred to in the fiches are not easily transferable, they can all serve as a source of inspiration.

    The checklists are organised as a set of fiches addressed to each one of the main actors involved (companies, em-ployees representatives, social partners, regional authorities, national authorities and employees themselves). The actions in each fiche are divided according the timing of the actions to be undertaken (actions and instruments to be developed on a permanent basis, actions to be taken during the restructuring process and actions to be developed afterwards).

    The checklist is based on the results of a workshop organised by DG EMPL, in Brussels on 11 February 2009. More than 40 experts on restructuring from all over Europe participated in this workshop and identified more than 600 actions. This checklist is a synthesis of the most important actions identified.

    INTRODUCTIONIn recent years, the European Commission launched several initiatives in the field of anticipating and man-aging change and restructuring (e.g. the creation of the Restructuring Forum, where many examples of inno-vative practices were discussed). The European Com-mission also financed numerous studies on this topic and supported the Joint European Social Partners Work Programme which is including also an integrated project on restructuring in the EU27 countries1.

    Since the late 1990s with the changing pace and forms of corporate restructuring, anticipation has become a crucial issue. New practices from different actors in-side and outside of companies have emerged. They show that restructuring can be managed in an easier way and with more success when social and regional actors are able to anticipate the negative effects in

    1 Since 2004 the European Partners have started to carry out comprehensive na-tional studies on restructuring in the EU member states. In addition to a series of national dossiers and national seminars with social partners, two comparative reports on restructuring in the new member states and ten old member states have been carried out so far. Currently the project is in the final phase covering seven EU coun-tries before a final evaluation report and major conference will complete the project in 2010. For further information and links see the literature section.

    the short-term (operational anticipation) and, above all, when they manage to prepare change in the long-term (strategic anticipation).

    Strategic and operational and strategic anticipation of change and restructuring is not only a necessary requirement for managing those processes in a so-cially responsible way and to soften their social im-pact. It is also an indispensable pre-condition of economic success and of company competitiveness. Never loosing sight of the strategic desirable evolu-tion of the company and placing the processes of change within long-term frameworks of analysis and management (as opposed to decision-making based on the search for short-term profits or on asset value objectives) can usefully contribute to the sustainabil-ity and competitiveness of the company. This asser-tion is also valid for economic sectors, regions and economies as a whole.

    The importance of time and space

    The more time the actors have to act before the an-nouncement of a restructuring (or even after the announcement but before the implementation of

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  • Checklist on Restructuring Processes

    the restructuring plan), the more space for discussion they have to anticipate and manage it in a responsible way and to find solutions to economic and occupa-tional problems resulting from it. The period of time given for restructuring (especially in a context of accel-eration of change) has recently become a major factor conditioning the ability of the actors to monitor the situation, to identify particular risks (dependent, for example, on the particular level of qualification, age, health, and sex of the workers involved) and to act in a proactive way.

    This means that the type of anticipative action of each ac-tor strongly depends on the period of time they have at their disposal before, during or after the announcement. There are degrees of predictability in the managing of change. It depends where the time cursor is situated.

    A high degree of predictability is possible when an-ticipation is used as a permanent monitoring process for developing workers employability and sustainable activities of the company. Such an ex ante approach aims at conceiving and implementing in advance strategies, practices and measures that contribute to enable companies and workers to adapt to all internal and external shocks and transformations. National, re-gional and sectoral observatories dealing in a prospec-tive way with the evolution of employment, skills and careers belong to this category. Early warning mecha-nisms intervene generally a bit later but are still within this early stage of anticipation that gives time to the actors to build a common representation of the future economic and social evolution.

    Anticipation can also be designed to manage a par-ticular restructuring process in the best possible way, to find alternatives and to limit its social nega-tive impact, according to a curative or an ex post approach. In this context, tools and procedures are conceived and used at an early stage to prepare workers, organisations, work processes and the local labour market to the consequences of a restructuring event already under way. The aim here is to mitigate the impact of restructuring on the employment paths of workers and on the economic situation of the re-gion concerned.

    At the last stage, there are strategies aimed at manag-ing a temporary crisis, by implementing different tools (e.g. during the present crisis, short-time work or rein-forcing temporary unemployment schemes, part-time work, etc.). The main idea behind this approach is to find ways to maintain the workforce during the crisis and then to be ready to restart the normal process af-ter the crisis. But it is also important to take on board

    the fact that a crisis can stimulate the necessity to ac-celerate structural adaptations.

    It is clear that the current economic crisis reduces dras-tically the time and space for anticipative intervention and the capacity of the social and regional actors to implement anticipative solutions. But even in this pe-riod of crisis, time remains an essential factor for over-coming the crisis situation (e.g. the use of the short-time work accompanied with training).

    A multi-level, multi-actors issue

    Anticipation can be used by the actors concerned at different levels (European, national, regional sectoral and company). How can the actors be involved in pre-paring in a permanent way change (especially before the announcement of restructuring)? Which are the capacities of the actors to build a shared diagnosis of a restructuring situation and to regulate the situation? Are there shared diagnoses and a common perception of the crisis and of its causes?

    All actors can play an active role in anticipating and managing change, as new and innovative practices show. In a context of multi-actor anticipation, the ac-tors concerned are not only inside but also outside the company. A multi-actor approach also requires strong interconnections between actions at different levels (mobilising corporate strategies, local management, trade unions, public authorities, regional bodies, ob-servatories, universities, the European level, etc). The multiplicity of these interactions which conditions the role of the different actors is a factor of complexity. It also means that some actions and some policies are more difficult to apply to small and medium enterpris-es (SMEs). With regard to companies, social responsibility for an-ticipating and managing change concerns the internal as well as the external responsibility of the companies (local, national, or European/international level). It concerns for instance the involvement of the company in the economic revitalisation of the area hit by the re-structuring, thus it aims at securing the professional transition of workers made redundant.

    From the employees representatives perspective, anticipation is very much linked to their capacity to exer-cise in right time their social and economic prerogatives at different levels (site, company, group of companies and at national and European level). This preconditions of course an effective and constructive mode of im-plementing information, consultation and negotiation practice at the enterprise and group levels.

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  • Checklist on Restructuring Processes

    From the individual workers viewpoint, anticipa-tion relies on his capacity as an individual to choose and to use a training programme in order to improve his employability in the labour market and to facili-tate a transition in his career and working life. The intensity of the difficulties met by workers made re-dundant varies according to their qualification, with the risk more important when his level of qualifica-tion is low. With regard to employability it is evident, that the individual employee can not be regarded as an isolated entity but other actors (employer, em-ployee representation, social partners, authorities) have a crucial role to play to support, motivate and endorse individual employees.

    For social partners, collective bargaining and other forms of bi- and tripartite bargaining, negotiation and dialogue are one of the most important tools of anticipating and managing change at enterprise and sectoral (national and European/international) levels. Social partners also play a crucial role with regard to the social perception of a given restructuring situ-ation.

    National and regional authorities can also develop specific actions supporting people and companies in the field of anticipation of change and restructuring. Regional authorities have a specific role to coordinate all actors and to offer rapid answers.

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  • Checklist on Restructuring Processes

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    6

  • Checklist on Restructuring Processes

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    eir v

    iew

    s on

    all

    asp

    ects

    of t

    he

    topi

    c in

    que

    stio

    n an

    d w

    ith d

    ue a

    tten

    tion

    bei

    ng p

    aid

    to th

    e sa

    fegu

    ard

    of th

    e co

    nfide

    ntia

    lity

    of s

    ensi

    -tiv

    e in

    form

    atio

    n) o

    n:st

    rate

    gic

    diag

    nosis

    and

    orie

    ntat

    ions

    ,

    the

    evol

    utio

    n of

    em

    ploy

    men

    t (qu

    antit

    ativ

    e an

    d qu

    alita

    tive)

    and

    mea

    sure

    s to

    tack

    le p

    ossib

    le n

    egat

    ive

    or

    pro

    blem

    atic

    dev

    elop

    men

    ts.

    Inve

    stm

    ent i

    n th

    e ca

    paci

    ty b

    uild

    ing

    of th

    e em

    ploy

    ees

    repr

    esen

    tativ

    es, i

    nclu

    ding

    with

    rega

    rd to

    tech

    -

    nica

    l ski

    lls (e

    cono

    mic

    , fina

    ncia

    l, in

    dust

    rial,

    etc.

    ).Ex

    iste

    nce

    of s

    yste

    ms

    of tw

    o-w

    ay c

    omm

    unic

    atio

    n an

    d re

    por

    ting

    bet

    wee

    n di

    ffere

    nt le

    vels

    of e

    mpl

    oy-

    ee

    repr

    esen

    tatio

    n (E

    urop

    ean,

    nat

    iona

    l, re

    gion

    al, s

    ite le

    vel).

    Use

    of

    the

    Euro

    pean

    wor

    k co

    unci

    ls (E

    WC

    s) f

    or s

    prea

    ding

    info

    rmat

    ion

    thro

    ugho

    ut t

    he w

    hole

    gro

    up

    st

    ruct

    ure.

    Colle

    ctiv

    e ba

    rgai

    ning

    Agr

    eem

    ent

    with

    em

    ploy

    ees

    repr

    esen

    tativ

    es o

    f co

    ncre

    te p

    roce

    dure

    s fo

    r de

    alin

    g w

    ith c

    hang

    e an

    d

    rest

    ruct

    urin

    g, a

    s w

    ell a

    s hu

    man

    reso

    urce

    s, em

    ploy

    men

    t and

    ski

    lls is

    sues

    .U

    se, w

    hene

    ver s

    uita

    ble,

    of t

    rans

    natio

    nal c

    ompa

    ny a

    gree

    men

    ts a

    s a

    tool

    to d

    efine

    fram

    ewor

    k pr

    oce-

    du

    res

    for r

    estr

    uctu

    ring

    at E

    urop

    ean

    leve

    l, w

    hile

    allo

    win

    g fo

    r ada

    ptat

    ion

    to n

    atio

    nal c

    onte

    xts.

    Ex

    tern

    al p

    artn

    ersh

    ips

    Tow

    ards

    regi

    ons

    Exis

    tenc

    e of

    reg

    ular

    wor

    k re

    latio

    nshi

    ps a

    nd p

    artn

    ersh

    ips

    with

    reg

    iona

    l aut

    horit

    ies,

    univ

    ersi

    ties

    and

    ed

    ucat

    ion

    and

    trai

    ning

    pro

    vide

    rs, t

    echn

    olog

    ical

    inst

    itute

    s, de

    velo

    pmen

    t age

    ncie

    s an

    d ot

    her r

    elev

    ant

    stak

    ehol

    ders

    ; sha

    re w

    ith th

    em th

    e lo

    ng-t

    erm

    str

    ateg

    y.Pa

    rtic

    ipat

    ion,

    con

    trib

    utio

    n an

    d pr

    ofit f

    rom

    ext

    erna

    l job

    and

    ski

    lls o

    bser

    vato

    ries.

    Pa

    rtic

    ipat

    ion

    in p

    artn

    ersh

    ips,

    netw

    orks

    and

    oth

    er in

    itiat

    ives

    tak

    en a

    t ot

    her

    leve

    ls (s

    ecto

    ral,

    natio

    nal,

    et

    c.).

    CON

    TIN

    UIN

    G A

    CTIO

    N

    Com

    pani

    es s

    trat

    egic

    pla

    nnin

    g is

    abo

    ut m

    onito

    ring

    on a

    per

    man

    ent

    basi

    s th

    e si

    tuat

    ion

    and

    prob

    able

    evo

    lutio

    n of

    the

    com

    pany

    s ec

    onom

    ic a

    nd fi

    nanc

    ial

    situ

    atio

    n, a

    s w

    ell a

    s of

    tech

    nolo

    gica

    l dev

    elop

    men

    ts, i

    n th

    e lig

    ht o

    f bro

    ader

    mar

    ket,

    sect

    oral

    and

    soc

    ieta

    l tre

    nds

    and

    taki

    ng in

    to a

    ccou

    nt th

    e co

    mpa

    nys

    posi

    tion

    in g

    loba

    l sup

    ply

    chai

    ns. I

    t is

    cruc

    ial t

    hat h

    uman

    res

    ourc

    es, e

    mp

    loym

    ent

    and

    skill

    s co

    nsid

    erat

    ions

    are

    at

    the

    hear

    t of

    thi

    s st

    rate

    gic

    pla

    nnin

    g, in

    clud

    ing

    by in

    volv

    ing

    clos

    ely

    hum

    an r

    esou

    rces

    man

    agem

    ent

    (HRM

    ) to

    the

    exer

    cise

    . Thi

    s tr

    ansl

    ates

    in a

    con

    cret

    e po

    licy

    of f

    orw

    ard

    -loo

    king

    em

    plo

    ymen

    t an

    d sk

    ills

    pla

    nnin

    g (e

    mp

    loya

    bili

    ty m

    easu

    res)

    .

    7

  • Checklist on Restructuring Processes

    Car

    eer d

    evel

    opm

    ent m

    easu

    res:

    C

    aree

    r day

    s (o

    rient

    atio

    n to

    ols o

    n pr

    ofes

    siona

    l car

    eers

    pat

    hs p

    rese

    nted

    in o

    pen

    days

    );

    Car

    eer c

    orne

    rs (

    info

    rmat

    ion

    mec

    hani

    sms a

    t the

    disp

    osal

    of e

    ach

    empl

    oyee

    on

    the

    evol

    utio

    n of

    jobs

    ,

    the

    mea

    sure

    s und

    er w

    ay a

    nd m

    obili

    ty o

    ppor

    tuni

    ties);

    D

    evel

    op jo

    b ro

    tatio

    n m

    easu

    res.

    O

    ther

    mea

    sure

    s:

    Inte

    grat

    e ne

    w e

    mpl

    oyee

    s (co

    achi

    ng, t

    utor

    s);

    Part

    icip

    ate

    to a

    ppre

    ntic

    eshi

    ps a

    nd d

    ual s

    tudy

    syst

    ems.

    Mea

    sure

    s ai

    min

    g a

    t p

    rom

    oti

    ng

    inte

    rnal

    an

    d e

    xte

    rnal

    mo

    bil

    ity

    Incr

    ease

    the

    con

    trac

    tual

    ran

    ge o

    f ta

    sks

    (dep

    endi

    ng o

    f th

    e co

    mp

    eten

    ces

    requ

    ired:

    fun

    ctio

    nal fl

    ex-

    ib

    ility

    , job

    enl

    arge

    men

    t or j

    ob ro

    tatio

    n).

    Iden

    tify

    skill

    s f

    amili

    es,

    of th

    e m

    ain

    com

    pet

    ence

    s fo

    r eac

    h an

    d of

    brid

    ges

    bet

    wee

    n th

    em; p

    assp

    orts

    by jo

    b fa

    mili

    es (m

    obili

    ty to

    ol).

    Dev

    elop

    inte

    rnal

    com

    mun

    icat

    ion

    on o

    pen

    vac

    anci

    es w

    ithin

    com

    pany

    or g

    roup

    of c

    ompa

    nies

    .

    Reco

    gnis

    e an

    d va

    lidat

    e of

    kno

    wle

    dge

    and

    exp

    erie

    nce

    thro

    ugh

    cert

    ifica

    tion

    (inte

    rnal

    and

    ext

    erna

    l).

    Cre

    ate

    sche

    mes

    aim

    ed a

    t enc

    oura

    ging

    and

    faci

    litat

    ing

    mob

    ility

    of w

    orke

    rs b

    etw

    een

    com

    pani

    es (M

    o-

    bilit

    y Po

    ols

    with

    oth

    er c

    ompa

    nies

    ).

    Mea

    sure

    s to

    en

    sure

    eq

    ual

    tre

    atm

    ent

    and

    pro

    mo

    te d

    iver

    sity

    Equa

    l tre

    atm

    ent,

    dive

    rsity

    and

    sp

    ecifi

    c ta

    rget

    ing

    of v

    ulne

    rabl

    e gr

    oups

    : rep

    orts

    on

    equa

    l tre

    atm

    ent,

    pr

    omot

    ing

    acce

    ss o

    f wom

    en to

    tech

    nica

    l occ

    upat

    ions

    and

    of m

    inor

    ity a

    nd v

    ulne

    rabl

    e gr

    oups

    to a

    ll le

    vels

    of c

    omp

    eten

    ce a

    nd fu

    nctio

    nsM

    onito

    r the

    psy

    cho-

    soci

    al h

    ealth

    with

    sp

    ecifi

    c fo

    cus

    on a

    dapt

    atio

    n to

    cha

    nge.

    Tow

    ards

    the

    busi

    ness

    env

    iron

    men

    t

    Effec

    tive

    map

    ping

    and

    wor

    king

    in a

    ntic

    ipat

    ion

    with

    all

    stak

    ehol

    ders

    (par

    ticul

    arly

    the

    one

    bel

    ongi

    ng

    to

    the

    firm

    s va

    lue

    chai

    ns) w

    hich

    may

    be

    impa

    cted

    by

    the

    rest

    ruct

    urin

    g an

    d m

    ay c

    ontr

    ibut

    e to

    redu

    ce

    its im

    pact

    .Eff

    ectiv

    e sh

    are

    of p

    ract

    ices

    with

    oth

    er fi

    rms

    thro

    ugh

    loca

    l sec

    tora

    l em

    ploy

    ers

    orga

    nisa

    tions

    .

    Att

    entio

    n an

    d su

    ppor

    t to

    the

    who

    le s

    uppl

    y ch

    ain.

    C

    reat

    ion

    or p

    artic

    ipat

    ion

    in C

    omp

    etiti

    vity

    Cen

    tres

    (ass

    ocia

    tions

    of b

    usin

    esse

    s, re

    sear

    ch c

    entr

    es a

    nd

    tr

    aini

    ng o

    rgan

    isat

    ions

    invo

    lved

    in a

    join

    ed d

    evel

    opm

    ent s

    trat

    egy

    aim

    ed a

    t cre

    atin

    g a

    syne

    rgy

    arou

    nd

    inno

    vatin

    g pr

    ojec

    ts).

    Cre

    atio

    n or

    par

    ticip

    atio

    n in

    mob

    ility

    cen

    tres

    (cen

    tres

    aim

    ed a

    t enc

    oura

    ging

    and

    faci

    litat

    ing

    mob

    ility

    nam

    ely

    by a

    ssis

    ting

    the

    wor

    kers

    and

    thei

    r fam

    ilies

    dur

    ing

    thei

    r per

    iod

    of m

    obili

    ty).

    Cre

    atio

    n or

    par

    ticip

    atio

    n in

    co-

    oper

    atio

    n ne

    twor

    ks w

    ith S

    MEs

    .

    ACTI

    ON

    SCO

    ND

    ITIO

    NS

    OF

    SUCC

    ESS

    AN

    D E

    NA

    BLIN

    G F

    RAM

    EWO

    RK

    Shar

    ed d

    iag

    no

    sis

    Esta

    blis

    h a

    clea

    r bus

    ines

    s ra

    tiona

    le fo

    r cha

    nge

    and

    rest

    ruct

    urin

    g.

    Inte

    grat

    e th

    e re

    stru

    ctur

    ing

    plan

    in th

    e lo

    ng-t

    erm

    str

    ateg

    y of

    the

    com

    pany

    .

    Car

    ry o

    n co

    mpr

    ehen

    sive

    info

    rmat

    ion

    and

    cons

    ulta

    tion

    of e

    mpl

    oyee

    s re

    pres

    enta

    tives

    on

    envi

    sage

    d

    rest

    ruct

    urin

    g de

    cisi

    ons

    as e

    arly

    as

    pos

    sibl

    e an

    d, in

    any

    cas

    e, a

    t a ti

    me

    whe

    n op

    tions

    are

    stil

    l op

    en a

    nd

    allo

    win

    g th

    em to

    con

    trib

    ute

    to a

    nd to

    set

    out

    thei

    r vie

    ws

    on a

    ll as

    pec

    ts o

    f tho

    se d

    ecis

    ions

    .U

    se to

    the

    bes

    t EW

    Cs

    as a

    tool

    of m

    eani

    ngfu

    l inf

    orm

    atio

    n an

    d co

    nsul

    tatio

    n in

    the

    eve

    nt o

    f tra

    nsna

    -

    tiona

    l res

    truc

    turin

    g an

    d of

    spr

    eadi

    ng it

    s re

    sults

    thro

    ugho

    ut th

    e w

    hole

    gro

    up s

    truc

    ture

    .In

    volv

    e ex

    tern

    al s

    take

    hold

    ers

    (regi

    ons,

    etc.

    ) in

    the

    diag

    nosi

    s le

    adin

    g to

    rest

    ruct

    urin

    g.

    Inte

    rnal

    res

    ou

    rces

    an

    d p

    roce

    du

    res

    Exis

    tenc

    e of

    agr

    eem

    ents

    at n

    atio

    nal o

    r tra

    nsna

    tiona

    l lev

    el o

    n th

    e m

    anag

    emen

    t of r

    estr

    uctu

    ring

    and

    on

    pa

    rtic

    ular

    mea

    sure

    s.O

    penn

    ess

    and

    stra

    tegi

    c m

    inds

    et w

    hich

    nee

    ds t

    o pe

    rvad

    e th

    e en

    tire

    orga

    nisa

    tion,

    incl

    udin

    g its

    em

    -

    ploy

    ees

    Info

    rmat

    ion

    and

    cons

    ulta

    tion

    proc

    edur

    es w

    ith e

    mpl

    oyee

    s re

    pres

    enta

    tives

    on

    all e

    nvis

    aged

    mea

    sure

    s in

    th

    e ai

    m to

    reac

    h a

    broa

    d co

    nsen

    sus

    on th

    e pl

    anne

    d m

    easu

    res.

    Agr

    eem

    ent w

    ith e

    mpl

    oyee

    s re

    pres

    enta

    tives

    on

    the

    proc

    edur

    e to

    be

    follo

    wed

    in p

    artic

    ular

    rest

    ruct

    ur-

    in

    g si

    tuat

    ions

    .A

    ll ac

    tors

    nee

    d to

    be

    invo

    lved

    on

    a fa

    ir ba

    sis.

    G

    uara

    ntee

    s of

    equ

    al tr

    eatm

    ent a

    nd o

    ppor

    tuni

    ties

    for a

    ll em

    ploy

    ees

    with

    in th

    e co

    mpa

    ny, a

    void

    ing

    the

    on

    e-si

    ze-fi

    ts-a

    ll bi

    as a

    nd in

    volv

    ing

    the

    mid

    dle

    man

    agem

    ent a

    s m

    uch

    as p

    ossib

    le

    DU

    RIN

    G T

    HE

    REST

    RUCT

    URI

    NG

    PRO

    CESS

    Ther

    e ar

    e th

    ree

    impo

    rtan

    t ste

    ps in

    the

    proc

    ess

    of m

    anag

    ing

    rest

    ruct

    urin

    g w

    ithin

    com

    pani

    es in

    a s

    ocia

    lly re

    spon

    sibl

    e w

    ay: fi

    rstly

    , to

    bui

    ld in

    tern

    al c

    onse

    nsus

    on

    the

    need

    for i

    t; se

    cond

    ly, t

    o ex

    plo

    re a

    ll p

    ossi

    ble

    opt

    ions

    bef

    ore

    envi

    sagi

    ng re

    dund

    anci

    es; t

    hird

    ly, t

    o or

    gani

    se a

    nd d

    eliv

    er in

    divi

    dual

    and

    per

    sona

    lised

    su

    pp

    ort t

    o em

    plo

    yees

    who

    se re

    dund

    ancy

    can

    not b

    e av

    oide

    d, to

    incr

    ease

    thei

    r cha

    nces

    of r

    e-en

    terin

    g qu

    ickl

    y th

    e la

    bour

    mar

    ket.

    Thes

    e st

    eps

    are

    not n

    eces

    -sa

    rily

    chro

    nolo

    gica

    lly s

    epar

    ated

    , the

    y ar

    e of

    ten

    deve

    lope

    d si

    mul

    tane

    ousl

    y.

    8

  • Checklist on Restructuring Processes

    ACTI

    ON

    SCO

    ND

    ITIO

    NS

    OF

    SUCC

    ESS

    AN

    D E

    NA

    BLIN

    G F

    RAM

    EWO

    RK

    Shar

    ed d

    iag

    no

    sis

    Esta

    blis

    h a

    clea

    r bus

    ines

    s ra

    tiona

    le fo

    r cha

    nge

    and

    rest

    ruct

    urin

    g.

    Inte

    grat

    e th

    e re

    stru

    ctur

    ing

    plan

    in th

    e lo

    ng-t

    erm

    str

    ateg

    y of

    the

    com

    pany

    .

    Car

    ry o

    n co

    mpr

    ehen

    sive

    info

    rmat

    ion

    and

    cons

    ulta

    tion

    of e

    mpl

    oyee

    s re

    pres

    enta

    tives

    on

    envi

    sage

    d

    rest

    ruct

    urin

    g de

    cisi

    ons

    as e

    arly

    as

    pos

    sibl

    e an

    d, in

    any

    cas

    e, a

    t a ti

    me

    whe

    n op

    tions

    are

    stil

    l op

    en a

    nd

    allo

    win

    g th

    em to

    con

    trib

    ute

    to a

    nd to

    set

    out

    thei

    r vie

    ws

    on a

    ll as

    pec

    ts o

    f tho

    se d

    ecis

    ions

    .U

    se to

    the

    bes

    t EW

    Cs

    as a

    tool

    of m

    eani

    ngfu

    l inf

    orm

    atio

    n an

    d co

    nsul

    tatio

    n in

    the

    eve

    nt o

    f tra

    nsna

    -

    tiona

    l res

    truc

    turin

    g an

    d of

    spr

    eadi

    ng it

    s re

    sults

    thro

    ugho

    ut th

    e w

    hole

    gro

    up s

    truc

    ture

    .In

    volv

    e ex

    tern

    al s

    take

    hold

    ers

    (regi

    ons,

    etc.

    ) in

    the

    diag

    nosi

    s le

    adin

    g to

    rest

    ruct

    urin

    g.

    Inte

    rnal

    res

    ou

    rces

    an

    d p

    roce

    du

    res

    Exis

    tenc

    e of

    agr

    eem

    ents

    at n

    atio

    nal o

    r tra

    nsna

    tiona

    l lev

    el o

    n th

    e m

    anag

    emen

    t of r

    estr

    uctu

    ring

    and

    on

    pa

    rtic

    ular

    mea

    sure

    s.O

    penn

    ess

    and

    stra

    tegi

    c m

    inds

    et w

    hich

    nee

    ds t

    o pe

    rvad

    e th

    e en

    tire

    orga

    nisa

    tion,

    incl

    udin

    g its

    em

    -

    ploy

    ees

    Info

    rmat

    ion

    and

    cons

    ulta

    tion

    proc

    edur

    es w

    ith e

    mpl

    oyee

    s re

    pres

    enta

    tives

    on

    all e

    nvis

    aged

    mea

    sure

    s in

    th

    e ai

    m to

    reac

    h a

    broa

    d co

    nsen

    sus

    on th

    e pl

    anne

    d m

    easu

    res.

    Agr

    eem

    ent w

    ith e

    mpl

    oyee

    s re

    pres

    enta

    tives

    on

    the

    proc

    edur

    e to

    be

    follo

    wed

    in p

    artic

    ular

    rest

    ruct

    ur-

    in

    g si

    tuat

    ions

    .A

    ll ac

    tors

    nee

    d to

    be

    invo

    lved

    on

    a fa

    ir ba

    sis.

    G

    uara

    ntee

    s of

    equ

    al tr

    eatm

    ent a

    nd o

    ppor

    tuni

    ties

    for a

    ll em

    ploy

    ees

    with

    in th

    e co

    mpa

    ny, a

    void

    ing

    the

    on

    e-si

    ze-fi

    ts-a

    ll bi

    as a

    nd in

    volv

    ing

    the

    mid

    dle

    man

    agem

    ent a

    s m

    uch

    as p

    ossib

    le

    Exp

    lori

    ng

    all

    po

    ssib

    le o

    pti

    on

    s b

    efo

    re r

    edu

    nd

    anci

    es

    Onl

    y en

    visa

    ge re

    dund

    anci

    es a

    s a

    last

    reso

    rt.

    Ph

    ase

    plan

    ned

    mea

    sure

    s ov

    er ti

    me.

    Ex

    plor

    e al

    tern

    ativ

    e so

    lutio

    ns: b

    uy-o

    ut o

    f the

    com

    pany

    by

    the

    empl

    oyee

    s, na

    tura

    l dep

    artu

    res,

    nota

    bly

    th

    roug

    h re

    tirem

    ent

    or, a

    s a

    last

    res

    ort,

    early

    ret

    irem

    ent,

    nego

    tiate

    d de

    part

    ures

    , int

    erna

    l or

    exte

    rnal

    re

    depl

    oym

    ent,

    redu

    ctio

    n in

    wor

    k in

    tens

    ifica

    tion,

    wor

    king

    tim

    e re

    duct

    ion,

    in-s

    ourc

    ing,

    pro

    fess

    iona

    l gu

    idan

    ce, h

    elp

    to fi

    nd a

    noth

    er jo

    b or

    to c

    reat

    e a

    busi

    ness

    .Pl

    an re

    habi

    litat

    ion

    and

    real

    loca

    tion

    of in

    dust

    rial s

    ites

    likel

    y to

    be

    aban

    done

    d, b

    oth

    as a

    n en

    viro

    nmen

    -

    tal m

    easu

    re a

    nd a

    way

    to a

    bsor

    b a

    prop

    ortio

    n of

    the

    jobs

    to b

    e lo

    st.

    Ind

    ivid

    ual

    an

    d p

    erso

    nal

    ised

    su

    pp

    ort

    to

    em

    plo

    yees

    Set-

    up a

    n in

    form

    atio

    n an

    d ad

    vice

    cen

    tre

    to p

    rovi

    de c

    ompr

    ehen

    sive

    info

    rmat

    ion

    to e

    mpl

    oyee

    s m

    ade

    re

    dund

    ant o

    r thr

    eate

    ned

    by re

    dund

    ancy

    ab

    out t

    he la

    bou

    r mar

    ket,

    thei

    r rig

    hts

    and

    the

    leav

    ing

    cond

    i-tio

    ns n

    egot

    iate

    d du

    ring

    the

    rest

    ruct

    urin

    g pr

    oces

    s.C

    reat

    e m

    obili

    ty c

    ells

    and

    rede

    ploy

    men

    t uni

    ts w

    ithin

    com

    pani

    es (r

    econ

    vers

    ion

    cells

    ).

    Thro

    ugh

    thes

    e ce

    lls a

    nd u

    nits

    , or a

    ny o

    ther

    mea

    ns: d

    evel

    op e

    mpl

    oyab

    ility

    and

    com

    pens

    atio

    n m

    easu

    res:

    tra

    inin

    g an

    d re

    -tra

    inin

    g, re

    depl

    oym

    ent,

    he

    lp in

    job

    sear

    ch (i

    nclu

    ding

    pai

    d tim

    e-off

    to se

    arch

    for j

    obs),

    coun

    selli

    ng a

    nd p

    sych

    olog

    ical

    sup

    port

    for b

    oth

    redu

    ndan

    t em

    ploy

    ees

    and

    the

    ones

    who

    sta

    y in

    the

    co

    mpa

    ny,

    help

    cre

    ate

    SMEs

    and

    co-

    oper

    ativ

    es,

    pa

    y fa

    ir co

    mpe

    nsat

    ion.

    M

    onito

    r the

    psy

    cho-

    soci

    al h

    ealth

    resu

    lting

    of t

    he re

    stru

    ctur

    ing

    proc

    ess.

    Invo

    lvem

    ent

    of e

    xte

    rnal

    act

    ors

    Use

    of t

    he e

    stab

    lishe

    d w

    ork

    rela

    tions

    hips

    and

    par

    tner

    ship

    s w

    ith re

    gion

    al a

    utho

    ritie

    s, un

    iver

    sitie

    s an

    d

    educ

    atio

    n an

    d tr

    aini

    ng p

    rovi

    ders

    , tec

    hnol

    ogic

    al in

    stitu

    tes,

    deve

    lopm

    ent a

    genc

    ies

    and

    othe

    r rel

    evan

    t st

    akeh

    olde

    rs.

    Part

    icip

    atio

    n in

    Reg

    iona

    l Tas

    k Fo

    rces

    (joi

    nt t

    ask-

    forc

    e to

    sup

    por

    t di

    smis

    sed

    empl

    oyee

    s, fo

    unda

    tions

    for l

    aid-

    off e

    mpl

    oyee

    s, et

    c.).

    Part

    icip

    atio

    n, u

    se o

    r ini

    tiatio

    n of

    co-

    oper

    atio

    n ne

    twor

    ks w

    ith S

    MEs

    .

    Effec

    tive

    follo

    w-u

    p an

    d su

    ppor

    t the

    who

    le s

    uppl

    y ch

    ain.

    ACTI

    ON

    S

    Eval

    uat

    ion

    Eval

    uate

    and

    re-n

    egot

    iate

    pro

    cess

    with

    em

    ploy

    ees

    repr

    esen

    tativ

    es.

    Pu

    blis

    h an

    Ann

    ual S

    ocia

    l and

    Em

    ploy

    men

    t Rep

    ort w

    ith a

    sec

    tion

    dedi

    cate

    d to

    rest

    ruct

    urin

    g. Fo

    llo

    w-u

    p o

    f red

    un

    dan

    t em

    plo

    yees

    Cont

    ribut

    e to

    the

    follo

    w-u

    p of

    redu

    ndan

    t em

    ploy

    ees

    thro

    ugh

    thei

    r pro

    fess

    iona

    l car

    eers

    for a

    per

    iod

    of ti

    me.

    AFTE

    R TH

    E RE

    STRU

    CTU

    RIN

    G O

    PERA

    TIO

    N

    9

  • Checklist on Restructuring Processes

    Empl

    oyee

    s re

    pres

    enta

    tive

    s at

    com

    pany

    and

    gro

    up le

    vels

    are

    the

    mai

    n m

    anag

    emen

    t co

    unte

    rpar

    t du

    ring

    rest

    ruct

    urin

    g pr

    oces

    ses.

    The

    y sh

    ould

    nev

    erth

    e-le

    ss b

    e in

    volv

    ed a

    nd p

    artic

    ipat

    e ac

    tive

    ly in

    all

    anti

    cip

    ativ

    e m

    easu

    res

    and

    perm

    anen

    t m

    echa

    nism

    s es

    tabl

    ishe

    d by

    the

    com

    pany

    , int

    erna

    l and

    ext

    erna

    lly.

    Repr

    esen

    ting

    the

    entir

    e w

    orkf

    orce

    , the

    y ar

    e in

    a u

    niqu

    e po

    siti

    on to

    wor

    k w

    ith th

    e ch

    ange

    man

    ager

    , pro

    mot

    e sm

    ooth

    cha

    nge

    and

    rest

    ruct

    urin

    g an

    d en

    sure

    th

    at e

    mpl

    oyee

    s in

    tere

    sts

    are

    safe

    guar

    ded.EM

    PLO

    YEES

    REP

    RESE

    NTA

    TIVE

    S

    10

  • Checklist on Restructuring Processes

    ACTI

    ON

    SCO

    ND

    ITIO

    NS

    OF

    SUCC

    ESS

    AN

    D E

    NA

    BLIN

    G F

    RAM

    EWO

    RK

    Stra

    teg

    ic lo

    ng

    -ter

    m m

    on

    ito

    rin

    g, i

    ncl

    ud

    ing

    at

    tran

    snat

    ion

    al le

    vel

    Part

    icip

    ate

    in t

    he p

    erm

    anen

    t m

    onito

    ring

    of t

    he s

    ituat

    ion

    and

    prob

    able

    evo

    lutio

    n of

    the

    com

    pany

    s

    econ

    omic

    and

    fina

    ncia

    l situ

    atio

    n, a

    s w

    ell a

    s of

    tec

    hnol

    ogic

    al d

    evel

    opm

    ents

    , in

    the

    light

    of b

    road

    er

    mar

    ket,

    sect

    oral

    and

    soc

    ieta

    l tre

    nds.

    Part

    icip

    ate

    and

    cont

    ribut

    e to

    bus

    ines

    s pl

    an s

    trat

    egie

    s en

    com

    pass

    ing

    anal

    ysis

    of s

    ecto

    ral s

    pec

    ifici

    ties

    an

    d th

    e id

    entifi

    catio

    n of

    the

    com

    pany

    pos

    ition

    in g

    loba

    l sup

    ply

    chai

    ns.

    On

    -go

    ing

    map

    pin

    g o

    f co

    mp

    anie

    s e

    mp

    loym

    ent

    and

    sk

    ills

    nee

    ds

    Part

    icip

    ate

    in t

    he id

    entifi

    catio

    n of

    new

    ski

    lls n

    eeds

    (qua

    ntita

    tive

    and

    qual

    itativ

    e) in

    art

    icul

    atio

    n w

    ith

    in

    nova

    tion

    and

    deve

    lopm

    ent s

    trat

    egie

    s.

    Emp

    loye

    e in

    volv

    emen

    t in

    th

    e m

    ult

    ian

    nu

    al p

    lan

    Cont

    ribut

    e to

    the

    empl

    oym

    ent a

    nd s

    kills

    mul

    ti-an

    nual

    pla

    n.

    Part

    icip

    ate

    activ

    ely

    in th

    e in

    form

    atio

    n an

    d co

    nsul

    tatio

    n pr

    oced

    ures

    aim

    ed a

    t ant

    icip

    atin

    g th

    e ev

    olu-

    tio

    n of

    em

    ploy

    men

    t and

    at a

    dopt

    ing

    mea

    sure

    s to

    tack

    le p

    robl

    emat

    ic d

    evel

    opm

    ents

    .

    Mea

    sure

    s ad

    dre

    ssed

    to

    ind

    ivid

    ual

    em

    plo

    yees

    Cont

    ribut

    e, th

    roug

    h ne

    gotia

    tion

    and

    colle

    ctiv

    e ba

    rgai

    ning

    , to

    flexi

    ble

    and

    secu

    re c

    ontr

    actu

    al a

    rran

    ge-

    m

    ents

    (lon

    g-te

    rm w

    orki

    ng ti

    me

    flexi

    bilit

    y em

    ploy

    abili

    ty/t

    rain

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    er d

    evel

    opm

    ent/

    mob

    ility

    ).Pa

    rtic

    ipat

    e ac

    tivel

    y in

    the

    prep

    arat

    ion

    and

    adop

    tion

    of a

    ll th

    e in

    divi

    dual

    sup

    por

    t mea

    sure

    s.

    Act

    as

    lear

    ning

    adv

    iser

    s t

    o em

    ploy

    ees,

    esp

    ecia

    lly t

    he m

    ost

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    erab

    le o

    nes

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    vide

    per

    sona

    l ad-

    vi

    ce a

    bou

    t lea

    rnin

    g, c

    aree

    rs, c

    ours

    es, q

    ualifi

    catio

    ns, fi

    nanc

    ial h

    elp

    for l

    earn

    ing,

    etc

    ).C

    reat

    e a

    stre

    ss o

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    vato

    ry t

    o m

    onito

    r th

    e he

    alth

    situ

    atio

    n w

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    pec

    ific

    focu

    s on

    ada

    ptat

    ion

    to

    ch

    ange

    .

    Mea

    sure

    s ai

    med

    at

    pro

    mo

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    g in

    tern

    al a

    nd

    ex

    tern

    al m

    ob

    ilit

    y

    Cont

    ribut

    e, t

    hrou

    gh n

    egot

    iatio

    n an

    d co

    llect

    ive

    barg

    aini

    ng,

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    ncre

    ase

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    cont

    ract

    ual

    rang

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    s.Pa

    rtic

    ipat

    e an

    d, w

    hene

    ver n

    eces

    sary

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    ppro

    pria

    te, n

    egot

    iate

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    ility

    mea

    sure

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    ged.

    Mea

    sure

    s to

    en

    sure

    eq

    ual

    tre

    atm

    ent

    and

    pro

    mo

    te d

    iver

    sity

    Part

    icip

    ate

    in th

    e de

    finiti

    on, n

    egot

    iatio

    n an

    d im

    plem

    enta

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    of th

    e eq

    ual t

    reat

    men

    t, an

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    scrim

    ina-

    tio

    n an

    d su

    ppor

    t to

    vuln

    erab

    le g

    roup

    s p

    olic

    ies.

    Inte

    rnal

    par

    tner

    ship

    : Em

    plo

    yees

    invo

    lvem

    ent

    and

    co

    llec

    tive

    bar

    gai

    nin

    g

    Part

    icip

    atio

    n in

    em

    ploy

    ees

    invo

    lvem

    ent p

    roce

    dure

    s, in

    clud

    ing

    at tr

    ansn

    atio

    nal l

    evel

    Mak

    e th

    e p

    oint

    on

    the

    imp

    orta

    nce

    of p

    uttin

    g em

    ploy

    men

    t and

    ski

    lls is

    sues

    at t

    he h

    eart

    of t

    he c

    om-

    pa

    nys

    stra

    tegi

    c pl

    anni

    ng a

    nd d

    ecis

    ions

    .Ex

    iste

    nce

    of o

    wn

    mec

    hani

    sms

    of m

    onito

    ring

    the

    com

    pany

    s ec

    onom

    ic a

    nd fi

    nanc

    ial s

    ituat

    ion

    and

    pr

    obab

    le e

    volu

    tion

    and

    cont

    ribut

    e to

    the

    pro

    cess

    of i

    nfor

    mat

    ion,

    con

    sulta

    tion

    and

    diag

    nost

    ic s

    har-

    ing

    on s

    trat

    egic

    issu

    es, o

    n th

    e ba

    sis

    of in

    dep

    ende

    nt a

    naly

    sis

    capa

    city

    .Pa

    rtic

    ipat

    ion

    in s

    trat

    egic

    and

    sp

    ecifi

    c de

    cisi

    on-m

    akin

    g w

    ithin

    the

    com

    pany

    as

    wel

    l as

    in a

    ll in

    form

    a-

    tion

    and

    cons

    ulta

    tion

    proc

    edur

    es re

    late

    d to

    forw

    ard-

    look

    ing

    empl

    oym

    ent a

    nd s

    kills

    pla

    nnin

    g.In

    vest

    men

    t on

    act

    ion

    thro

    ugh

    EWC

    s as

    a m

    eans

    to

    deve

    lop

    a br

    oad

    know

    ledg

    e; d

    isse

    min

    ate

    it

    thro

    ugh

    all t

    he le

    vels

    of t

    he g

    roup

    thro

    ugh

    form

    al a

    nd in

    form

    al n

    etw

    orks

    and

    mec

    hani

    sms.

    Prom

    otio

    n in

    gen

    eral

    of t

    he e

    xcha

    nge

    of in

    form

    atio

    n b

    etw

    een

    com

    pany

    repr

    esen

    tativ

    es a

    nd n

    atio

    n-

    al re

    pres

    enta

    tives

    tr

    ade

    unio

    ns o

    ffice

    s at

    diff

    eren

    t lev

    els

    of th

    e co

    mpa

    ny, c

    ross

    -uni

    on c

    o-op

    erat

    ion

    and

    repr

    esen

    tativ

    es a

    t diff

    eren

    t lev

    els

    (Eur

    opea

    n, n

    atio

    nal a

    nd s

    ite le

    vel).

    Exis

    tenc

    e of

    mec

    hani

    sms

    to b

    uild

    cap

    acity

    of i

    nter

    vent

    ion

    thro

    ugh

    trai

    ning

    on

    econ

    omic

    , fina

    ncia

    l

    and

    indu

    stria

    l iss

    ues

    for a

    ll re

    pres

    enta

    tives

    , as

    wel

    l as

    thro

    ugh

    exte

    rnal

    exp

    ertis

    e.In

    vest

    men

    t of

    tim

    e an

    d re

    sour

    ces

    in v

    ulne

    rabl

    e ca

    tego

    ries

    of e

    mpl

    oyee

    s (w

    omen

    , you

    ng, d

    isab

    led,

    olde

    r, et

    c.).

    Gua

    rant

    ees o

    f equ

    al tr

    eatm

    ent a

    nd o

    ppor

    tuni

    ties f

    or a

    ll em

    ploy

    ees w

    ithin

    the

    com

    pany

    , avo

    idin

    g th

    e

    one-

    size

    -fits

    -all

    bias

    and

    invo

    lvin

    g th

    e m

    iddl

    e m

    anag

    emen

    t as

    muc

    h as

    pos

    sibl

    e.

    Colle

    ctiv

    e ba

    rgai

    ning

    Enga

    gem

    ent i

    nto

    agre

    emen

    ts w

    ith t

    he c

    ompa

    ny G

    PEC-

    typ

    e (H

    R, e

    mpl

    oym

    ent/

    skill

    s an

    d re

    stru

    ctur

    -

    ing

    plan

    ning

    ); in

    trod

    uce

    empl

    oym

    ent/

    skill

    s is

    sues

    in a

    ntic

    ipat

    ion

    agre

    emen

    ts.

    Effec

    tive

    use,

    whe

    reve

    r ap

    prop

    riate

    , in

    tern

    atio

    nal

    com

    pany

    -leve

    l ag

    reem

    ents

    for

    the

    pur

    pos

    es

    ab

    ove.

    Ex

    tern

    al p

    artn

    ersh

    ips

    Tow

    ards

    regi

    ons

    Part

    icip

    atio

    n in

    regi

    onal

    par

    tner

    ship

    s an

    d ne

    twor

    ks, i

    nclu

    ding

    job

    and

    skill

    s ob

    serv

    ator

    ies.

    Pa

    rtic

    ipat

    ion

    in s

    imila

    r ini

    tiativ

    es ta

    ken

    by o

    ther

    leve

    ls (s

    ecto

    ral,

    natio

    nal,

    etc.

    ). To

    war

    ds th

    e bu

    sine

    ss e

    nvir

    onm

    ent

    Esta

    blis

    hmen

    t of w

    orki

    ng re

    latio

    nshi

    ps a

    nd e

    xcha

    nges

    with

    repr

    esen

    tativ

    es o

    f sup

    ply

    chai

    ns.

    Pa

    rtic

    ipat

    ion

    in m

    easu

    res

    aim

    ed a

    t sup

    por

    ting

    the

    surr

    ound

    ing

    busi

    ness

    env

    ironm

    ent.

    D

    evel

    opm

    ent o

    f tra

    nsna

    tiona

    l net

    wor

    king

    exc

    hang

    es.

    En

    cour

    agem

    ent o

    f act

    ions

    tow

    ards

    em

    ploy

    ees

    of s

    ubco

    ntra

    ctor

    s in

    a fr

    amew

    ork

    of re

    stru

    ctur

    ing.

    CON

    TIN

    UIN

    G A

    CTIO

    N

    Empl

    oyee

    s re

    pres

    enta

    tives

    at c

    ompa

    ny a

    nd g

    roup

    leve

    l are

    irre

    plac

    eabl

    e co

    unte

    rpar

    ts o

    f man

    agem

    ent i

    n al

    l mea

    sure

    s ai

    med

    at a

    ntic

    ipat

    ing

    and

    man

    agin

    g em

    plo

    ymen

    t and

    ski

    lls n

    eeds

    . The

    y re

    pres

    ent t

    he fi

    nal b

    enefi

    ciar

    ies

    of th

    ese

    polic

    ies

    - the

    em

    ploy

    ees

    - and

    are

    ther

    efor

    e in

    a p

    rivile

    ged

    posi

    tion

    to m

    obili

    se

    them

    . The

    y ha

    ve a

    lso

    a de

    ep k

    now

    ledg

    e an

    d ex

    pert

    ise

    on th

    ose

    issu

    es a

    nd c

    an li

    aise

    with

    thei

    r ext

    erna

    l org

    anis

    atio

    ns. T

    heir

    full

    part

    icip

    atio

    n ac

    ross

    the

    who

    le

    proc

    ess

    of a

    dapt

    atio

    n of

    cha

    nge

    and

    rest

    ruct

    urin

    g an

    d at

    this

    ear

    ly a

    ntic

    ipat

    ive

    stag

    e is

    vita

    l.

    11

  • Checklist on Restructuring Processes

    ACTI

    ON

    SCO

    ND

    ITIO

    NS

    OF

    SUCC

    ESS

    AN

    D E

    NA

    BLIN

    G F

    RAM

    EWO

    RK

    Shar

    ed d

    iag

    no

    sis

    Built

    with

    man

    agem

    ent a

    sha

    red

    diag

    nosi

    s an

    d co

    ntrib

    ute

    to it

    s di

    ssem

    inat

    ion

    at a

    ll le

    vels

    .

    Part

    icip

    ate

    and

    cont

    ribut

    e to

    man

    agem

    ent

    actio

    ns a

    imed

    at

    info

    rmin

    g an

    d co

    nsul

    ting

    empl

    oyee

    s

    repr

    esen

    tativ

    es o

    n th

    e ju

    stifi

    catio

    n fo

    r and

    the

    envi

    sage

    d co

    nten

    t of r

    estr

    uctu

    ring

    mea

    sure

    s.U

    se t

    he E

    WC

    as

    a fo

    rum

    and

    the

    Eur

    opea

    n U

    nion

    Fed

    erat

    ions

    as

    a re

    sour

    ce o

    f co

    mp

    eten

    ce a

    nd

    kn

    owle

    dge

    in th

    e ca

    se o

    f tra

    nsna

    tiona

    l res

    truc

    turin

    g op

    erat

    ions

    .A

    gree

    on

    com

    pany

    sp

    ecifi

    c pr

    oced

    ures

    for d

    ealin

    g w

    ith p

    artic

    ular

    rest

    ruct

    urin

    g si

    tuat

    ions

    . E

    xplo

    rin

    g a

    ll p

    oss

    ible

    act

    ion

    s b

    efo

    re r

    edu

    nd

    anci

    es

    Part

    icip

    ate

    fully

    in d

    iscu

    ssio

    ns w

    ith m

    anag

    emen

    t on

    pos

    sibl

    e al

    tern

    ativ

    es to

    redu

    ndan

    cies

    .

    Enga

    ge in

    to E

    U-le

    vel f

    ram

    ewor

    k ag

    reem

    ents

    for

    man

    agin

    g re

    stru

    ctur

    ing

    in c

    oop

    erat

    ion

    with

    the

    EWC

    and

    the

    help

    of n

    atio

    nal a

    nd E

    urop

    ean

    Uni

    on F

    eder

    atio

    ns.

    Enga

    ge in

    to n

    egot

    iatio

    ns w

    ith m

    anag

    emen

    t on

    the

    cont

    ent o

    f pos

    sibl

    e al

    tern

    ativ

    e op

    tions

    .

    Exch

    ange

    into

    exp

    erie

    nces

    and

    idea

    s th

    roug

    h ne

    twor

    king

    with

    the

    loca

    l act

    ors,

    Euro

    pea

    n re

    pre-

    se

    ntat

    ives

    and

    oth

    er re

    pres

    enta

    tives

    acr

    oss

    the

    valu

    e-ch

    ain.

    Ind

    ivid

    ual

    an

    d p

    erso

    nal

    ised

    su

    pp

    ort

    to

    red

    un

    dan

    t em

    plo

    yees

    Cont

    ribut

    e to

    the

    info

    rmat

    ion

    and

    advi

    ce c

    entr

    e.

    Co

    ntrib

    ute,

    incl

    udin

    g th

    roug

    h ne

    gotia

    tion

    and

    agre

    emen

    ts if

    app

    licab

    le, t

    o th

    e de

    finiti

    on a

    nd im

    ple-

    m

    enta

    tion

    of a

    ll m

    echa

    nism

    s of

    sup

    por

    t to

    indi

    vidu

    al e

    mpl

    oyee

    s lik

    ely

    to b

    e m

    ade

    redu

    ndan

    t.Fo

    llow

    up

    of e

    mpl

    oyee

    s m

    ade

    redu

    ndan

    t unt

    il th

    ey h

    ave

    foun

    d a

    new

    job.

    Inte

    rnal

    res

    ou

    rces

    an

    d p

    roce

    du

    res

    Know

    ledg

    e of

    the

    diffe

    rent

    inst

    rum

    ents

    and

    reso

    urce

    s av

    aila

    ble

    and

    part

    icip

    atio

    n at

    tra

    inin

    g se

    ssio

    ns

    fo

    llow

    ed b

    y co

    mm

    unic

    atio

    n w

    ith th

    e w

    orke

    rs.

    Expl

    ore

    to th

    e m

    ost t

    he in

    form

    atio

    n/co

    nsul

    tatio

    n an

    d ne

    gotia

    tion

    inst

    rum

    ents

    bot

    h on

    the

    proc

    edur

    al

    as

    pect

    s of

    man

    agem

    ent o

    f res

    truc

    turin

    g an

    d on

    par

    ticul

    ar m

    easu

    res.

    Ope

    nnes

    s and

    str

    ateg

    ic m

    inds

    et w

    hich

    nee

    ds to

    per

    vade

    the

    entir

    e or

    gani

    satio

    n, in

    clud

    ing

    its e

    mpl

    oy-

    ee

    s an

    d th

    eir r

    epre

    sent

    ativ

    es.

    Impr

    ovem

    ent a

    nd p

    rom

    otio

    n of

    coh

    eren

    ce a

    mon

    g th

    e po

    int o

    f vie

    w o

    f the

    diff

    eren

    t em

    ploy

    ees

    rep

    -

    rese

    ntat

    ives

    .

    Invo

    lvem

    ent

    of E

    xte

    rnal

    Act

    ors

    Part

    icip

    atio

    n in

    ext

    erna

    l par

    tner

    ship

    s, in

    bro

    ader

    net

    wor

    ks a

    nd in

    mec

    hani

    sms a

    nd s

    truc

    ture

    s aim

    ed a

    t

    deliv

    erin

    g su

    ppor

    t to

    indi

    vidu

    al w

    orke

    rs (e

    .g. R

    egio

    nal T

    ask-

    Forc

    es).

    Prom

    otio

    n of

    the

    inte

    grat

    ion

    of th

    e w

    hole

    supp

    ly c

    hain

    in th

    e pr

    epar

    atio

    n an

    d m

    anag

    emen

    t of r

    estr

    uc-

    tu

    ring

    proc

    esse

    s.

    DU

    RIN

    G T

    HE

    REST

    RUCT

    URI

    NG

    PRO

    CESS

    Empl

    oyee

    s r

    epre

    sent

    ativ

    es h

    ave

    a cr

    ucia

    l rol

    e to

    pla

    y in

    the

    thr

    ee m

    ain

    step

    s of

    res

    truc

    turin

    g pr

    oces

    ses:

    con

    sens

    us-b

    uild

    ing,

    exp

    lorin

    g al

    l pos

    sibl

    e op

    tions

    be

    fore

    redu

    ndan

    cies

    and

    giv

    ing

    pers

    onal

    ised

    sup

    port

    to w

    orke

    rs m

    ade

    redu

    ndan

    t.

    ACTI

    ON

    S

    Eval

    uat

    ion

    Eval

    uate

    the

    effec

    ts o

    f res

    truc

    turin

    g an

    d re

    -neg

    otia

    te a

    gree

    men

    ts if

    nec

    essa

    ry.

    M

    onito

    ring

    of th

    e effi

    cien

    cy o

    f soc

    ial m

    easu

    res

    of re

    stru

    ctur

    ing.

    Co

    ntrib

    ute

    and

    give

    an

    opin

    ion

    on th

    e A

    nnua

    l Soc

    ial a

    nd E

    mpl

    oym

    ent R

    epor

    t. Fo

    llo

    w-u

    p o

    f red

    un

    dan

    t em

    plo

    yees

    Cont

    ribut

    e to

    the

    follo

    w-u

    p of

    em

    ploy

    ees

    mad

    e re

    dund

    ant t

    hrou

    gh th

    eir p

    rofe

    ssio

    nal c

    aree

    rs fo

    r a p

    erio

    d of

    tim

    e.AF

    TER

    THE

    REST

    RUCT

    URI

    NG

    OPE

    RATI

    ON

    12

  • Checklist on Restructuring Processes

    Empl

    oyee

    s ar

    e, to

    geth

    er w

    ith c

    ompa

    nies

    , the

    mai

    n ac

    tor o

    f the

    rest

    ruct

    urin

    g pr

    oces

    s

    and

    at th

    e sa

    me

    time,

    ver

    y of

    ten,

    the

    mai

    n vi

    ctim

    s of

    rest

    ruct

    urin

    g.W

    ithou

    t pr

    ejud

    ice

    to t

    he s

    peci

    fic r

    espo

    nsib

    iliti

    es o

    f the

    oth

    er a

    ctor

    s in

    cre

    atin

    g th

    e w

    hole

    set

    of c

    ondi

    tion

    s th

    at w

    ill g

    ive

    empl

    oyee

    s a

    real

    opp

    ortu

    nity

    to

    find

    thei

    r way

    thro

    ugh

    thos

    e pr

    oces

    ses,

    the

    succ

    ess

    of a

    ny e

    ffor

    t to

    min

    imis

    e th

    e so

    cial

    cos

    t of r

    estr

    uctu

    ring

    depe

    nds,

    as

    far a

    s em

    ploy

    ees

    resp

    onsi

    bilit

    y is

    co

    ncer

    ned,

    on:

    Thei

    r ow

    n in

    itiat

    ive,

    dyn

    amis

    m a

    nd p

    ositi

    ve a

    ttitu

    de a

    t all

    times

    and

    not

    onl

    y w

    hen

    rest

    ruct

    urin

    g or

    the

    loss

    of t

    he jo

    b is

    a c

    oncr

    ete

    pers

    pect

    ive.

    Th

    eir c

    apac

    ity to

    colle

    ct th

    e in

    form

    atio

    n th

    at w

    ill he

    lp th

    em u

    nder

    stan

    d th

    e sit

    uatio

    n (if

    pos

    sible

    in a

    dvan

    ce o

    f par

    ticul

    ar re

    stru

    ctur

    ing

    even

    ts) a

    nd to

    use

    ada

    ptat

    ion

    tool

    s.

    Thei

    r pro

    xim

    ity w

    ith th

    eir r

    epre

    sent

    ativ

    es a

    t all

    leve

    ls.

    Th

    eir c

    apac

    ity to

    be

    empl

    oyab

    le a

    nd m

    obile

    and

    to m

    ake

    poss

    ible

    pro

    fess

    iona

    l tra

    nsiti

    ons.

    Fr

    amew

    orks

    and

    act

    ions

    in p

    lace

    in o

    rder

    to s

    uppo

    rt e

    mpl

    oyee

    s in

    str

    engt

    heni

    ng th

    eir

    em

    ploy

    abili

    ty.

    For

    this

    gro

    up o

    f act

    ors,

    it is

    esp

    ecia

    lly n

    eces

    sary

    to

    emph

    asis

    e th

    at e

    nabl

    ing

    fram

    ewor

    ks a

    nd in

    stit

    utio

    nal c

    onte

    xts

    are

    a m

    ajor

    fact

    or in

    the

    ir ab

    ility

    to

    take

    n ac

    tion

    .Th

    e po

    ssib

    iliti

    es o

    ffer

    ed t

    o th

    e em

    ploy

    ees

    in t

    erm

    of

    trai

    ning

    and

    sup

    port

    can

    be

    quite

    dif

    fere

    nt a

    ccor

    ding

    to

    empl

    oyee

    s c

    ateg

    orie

    s (t

    empo

    rary

    age

    ncy

    wor

    kers

    , tem

    pora

    ry w

    orke

    rs, e

    tc.)

    and

    also

    to th

    e si

    ze o

    f the

    com

    pani

    es.

    EMPL

    OYE

    ES

    13

  • Checklist on Restructuring Processes

    ACTI

    ON

    SCO

    ND

    ITIO

    NS

    OF

    SUCC

    ESS

    AN

    D E

    NA

    BLIN

    G F

    RAM

    EWO

    RK

    On

    -go

    ing

    map

    pin

    g o

    f em

    plo

    ymen

    t an

    d s

    kil

    ls n

    eed

    s

    Dev

    elop

    mob

    ility

    com

    pet

    ence

    and

    cap

    acity

    to a

    dapt

    .

    Part

    icip

    ate

    in a

    nd fo

    llow

    clo

    sely

    , dire

    ctly

    and

    thro

    ugh

    thei

    r rep

    rese

    ntat

    ives

    , the

    map

    ping

    of t

    he c

    om-

    pa

    nys

    futu

    re s

    kills

    nee

    ds a

    s w

    ell a

    s th

    e ev

    olut

    ion

    of e

    mpl

    oym

    ent a

    nd s

    kills

    nee

    ds in

    the

    regi

    on.

    Mu

    ltia

    nn

    ual

    pla

    ns

    on

    em

    plo

    ymen

    t an

    d s

    kil

    ls a

    t co

    mp

    any

    and

    reg

    ion

    al le

    vel

    Cont

    ribut

    e to

    the

    mul

    tiann

    ual p

    lan,

    dire

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    rese

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    ives

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    Keep

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    ivel

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    erm

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    bou

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    em

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    in th

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    com

    pany

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    regi

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    prob

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    atic

    dev

    elop

    men

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    Mea

    sure

    s ad

    dre

    ssed

    to

    ind

    ivid

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    em

    plo

    yees

    Flex

    ibili

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    easu

    res:

    be

    open

    to o

    ccup

    atio

    nal a

    nd w

    orki

    ng-t

    ime

    evol

    utio

    n an

    d fle

    xibi

    lity.

    Tr

    aini

    ng m

    easu

    res:

    Be

    ope

    n to

    skill

    upg

    rade

    .

    Exer

    cise

    the

    right

    to e

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    tion

    and

    train

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    and

    acce

    pt th

    e co

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    pond

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    oblig

    atio

    n to

    rece

    ive

    edu-

    ca

    tion

    and

    train

    ing.

    U

    se th

    e in

    divi

    dual

    lear

    ning

    acc

    ount

    .

    Inve

    st in

    life

    long

    lear

    ning

    and

    con

    tinuo

    us v

    ocat

    iona

    l tra

    inin

    g.

    Car

    eer d

    evel

    opm

    ent m

    easu

    res:

    Cr

    eate

    a C

    V; m

    onito

    r int

    erna

    l car

    eer o

    ppor

    tuni

    ties.

    U

    se In

    tern

    et to

    ols

    for i

    nfor

    mat

    ion

    on b

    usin

    ess,

    empl

    oym

    ent a

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    ills

    evol

    utio

    n w

    ithin

    the

    com

    pany

    and

    the

    regi

    on.

    Go

    to a

    job

    coun

    sello

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    k fo

    r an

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    ills g

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    vie

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    f tra

    inin

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    ilan

    de c

    omp

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    k on

    per

    sona

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    rofe

    ssio

    nal p

    roje

    ct.

    D

    evel

    op so

    cial

    com

    pete

    nces

    .

    Ask

    for r

    egul

    ar a

    sses

    smen

    t of w

    ork

    and

    perf

    orm

    ance

    and

    disc

    uss c

    aree

    r.

    Use

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    avai

    labl

    e to

    ols

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    rient

    atio

    n, c

    aree

    r gui

    danc

    e an

    d m

    obili

    ty o

    ppor

    tuni

    ties

    outs

    ide

    the

    com

    -

    pany

    for t

    he p

    urpo

    ses o

    f ind

    ivid

    ual c

    aree

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    nnin

    g.

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    sure

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    min

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    rom

    oti

    ng

    inte

    rnal

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    d e

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    rnal

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    bil

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    vaila

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    actu

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    ce.

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    se in

    tern

    al in

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    n to

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    nter

    nal m

    obili

    ty a

    nd tr

    ansf

    ers.

    Re

    ques

    t cer

    tifica

    tion

    of fo

    rmal

    and

    info

    rmal

    lear

    ning

    .

    Sear

    ch a

    ctiv

    ely

    info

    rmat

    ion

    on fu

    ture

    job

    opp

    ortu

    nitie

    s (v

    ia lo

    cal j

    ob c

    entr

    es, m

    obili

    ty p

    ools

    , etc

    .).

    Mea

    sure

    s to

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    ote

    dive

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    Co

    ntrib

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    eep

    info

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    on

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    emen

    tatio

    n of

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    ent,

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    disc

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    atio

    n

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    supp

    ort t

    o vu

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    able

    gro

    ups

    pol

    icie

    s

    Inte

    rnal

    par

    tner

    ship

    : em

    plo

    yees

    invo

    lvem

    ent

    and

    co

    llec

    tive

    bar

    gai

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    g

    Empl

    oyee

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    snat

    iona

    l lev

    el

    Sett

    le c

    ondi

    tions

    for t

    he p

    rom

    otio

    n of

    soc

    ial d

    ialo

    gue.

    Pe

    rman

    ent c

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    ct w

    ith e

    mpl

    oyee

    s re

    pres

    enta

    tives

    on

    the

    com

    p