FM Workforce Update

Ms. Glenda ScheinerDirector, Human Capital & Resource ManagementOffice of the Under Secretary of Defense (Comptroller)

March 14, 2019

2019 ASMC National Capital Region PDI

Agenda

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❖ FM Workforce Demographics and Structure

❖ Strategic Workforce Planning

❖ FM Certification

❖ FM Workforce Initiatives

❖ Professional Development

❖ Stay Connected

The DoD FM workforce…

…a dynamic & diverse community!

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4

Financial Management /

Acquisition Workforce

Total DoD FM

Military Workforce21%

11,249

MIL

Army10%

MIL

Air Force8%

MIL

Navy3%

Total DoD FM

Civilian Workforce 79%

42,812

CIV

Army18%

CIV

Air Force14%

CIV

Navy15%

CIV

4th Estate32%

DFAS 54%

28% 22% 18% 32%

DoD FM Workforce Demographics

FM/ACQ Workforce

8,742 16%FM Workforce

44,898 84%Other 421

Total FM Workforce 54,061

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CivilianEducation Levels

Less than Bachelor's Degree: 38%Bachelor’s Degree: 39%Advanced Degrees: 23%

Career LevelsGS 01-08/Equivalent: 20%GS 09-12/Equivalent: 45%GS 13-15/Equivalent: 35%

Age Distribution 29 and Under: 7% 30-39: 24%40-49: 23%50 and Over: 46%

Retirement Eligibility Currently Eligible to Retire: 14%Eligible to Retire Next Year: 4%Eligible to Retire in Two to Five Years: 13%

MilitaryEducation Levels

Less than Bachelor's Degree: 56%Bachelor’s Degree: 27%Advanced Degrees: 17%

Career LevelsE01-09: 75%O02-06: 24%W01-05: 1%

Age Distribution 29 and Under: 41%30-39: 36%40-49: 19%50 and Over: 4%

Retirement Eligibility Currently Eligible to Retire: 7%Eligible to Retire Next Year: 2%Eligible to Retire in Two to Five Years: 8%

DoD FM Workforce Demographics civilian vs. military

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The average GS 1-15 FM civilian is 47 years old.

Mill

enn

ials

19

82

-19

99

23%

Trad

itio

nal

19

00

-19

45

<1%

Ge

ne

rati

on

X1

96

5-1

98

248%

Bab

y B

oo

me

rs 1

94

6-1

96

4

29%

Age: 73 & OverAge: 54 - 72Age: 36 - 53Age: 35 & Under

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70282124

% of FMers eligible to retire between now & 5 years

FM occupational series

0501 0503 0505 0510 0511 0525 0530 0540 0544 0545 0560 0561 0599

33%

24%

49%

31%

25%

36%

33% 16% 31%

26%

34%

29%

0%

The DoD Civilian Leadership Age & Retirement Eligibility

DoD SES Current Age Profile

❖ 85% of DoD-Wide SESs are 49 years of age or older

❖ 68% of DoD-Wide SESs are eligible to retire

over the next 5 years

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❖ 46% of DoD-Wide Supervisors are 49 years of age or older

❖ 42% of DoD-Wide Supervisors are eligible to retire

over the next 5 years

(Non-Executive)

(Non-Executive)

146

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38% Eligible to retire

today

FM SES Retirement Eligibility

# of FM SES across DoD

8%Additional

FM SES Current Strength Totals

0 20 40 60 80

Army

Air Force

Navy

4th Estate 71302025

146 Eligible to retire next year

46% Eligible to retire

within 1 year

This means…

Federal Employee Viewpoint Survey (FEVS)A federal-wide survey conducted by OPM that provides a safe and confidential way for employees to voice their opinions and perceptions of their job satisfaction, talent, leadership, performance culture, and work-life.

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ENGAGEMENT SATISFACTION

72%Positive FM Workforce

responses to Employee

Satisfaction questions

on the 2018 FEVS

2017 - 70%

2016 - 68%

2015 - 67%

The FM Workforce has continuously improved in

Employee Satisfaction and Engagement over the last

4 years

70%Positive FM Workforce

responses to Employee

Engagement questions

on the 2018 FEVS

2017 -72%

2016 - 70%

2015 - 70%

Strategic Workforce Planningis the systematic process for identifying and addressing the gaps between the workforce of today and the human capital needs of tomorrow

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DoD DIVERSITY AND INCLUSION STRATEGIC PLAN

DoD HUMAN CAPITAL OPERATING PLAN (HCOP)

OUSD LEVEL STRATEGY

Department of Defense Financial Management WorkforceSTRATEGIC WORKFORCE PLAN

FY 2019 - 2023

AGENCY REFORM PLAN

SUMMARY OF THE NATIONAL DEFENSE STRATEGY(2018)

AGENCY STRATEGY

(WORKFORCE RATIONALIZATION PLAN)

PRESIDENT’S MANAGEMENT AGENDA

DoD FM Workforce Strategic Alignment

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FM CORE VALUES

The FM Community Values (S.H.I.E.L.D) apply to all FM personnel, including military and civilian. These values shape the way we do business in the FM Community.

◙ Stewardship - Manage, allocate and monitor financial resources in compliance with laws, regulations, and policies, with sufficient transparency and appropriate internal controls to ensure these resources are efficiently applied to meet organizational goals and objectives, while considering the federal government's fiduciary duty to the Nation

◙ Honor - Conduct ourselves in the highest ethical manner in all relationships with peers, superiors, and subordinates. Be honest and truthful in our dealings with each other, and with those outside the Department

◙ Integrity - Do what’s right, legally, morally, and ethically. Integrity is a quality you develop by adhering to moral principles. Remain impartial in all official business and engagements and do not use public office for private gain

◙ Excellence –Endeavor to exceed expectations in all service to the Department through demonstrated commitment to innovation, diversity, inclusiveness, ongoing learning, and continuous improvement

◙ Loyalty - Bear true faith and allegiance to the U.S. Constitution, the Department, your Component, your unit, and others

◙ Duty - Fulfill your obligations. Performing your duty means more than carrying out your assigned tasks

15 STEWARDSHIP•HONOR • INTEGRITY• EXCELLENCE •LOYALTY •DUTY 13

STRATEGIC GOALS

GOAL 2Enable Business Reform and

Auditability in DoD

GOAL 4Make DoD the Financial Management Employer

of Choice

GOAL 3Strengthen Partnerships and Customer Service

GOAL 1Strengthen the Financial Management Workforce

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3

2

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FINANCIAL MANAGEMENT STRATEGIC WORKFORCE PLAN SUMMARY (FY 2019 –2023) 14

DoD FM Certification Program

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DoD FM Certification - % Certified by Component*

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*Percent of active members in the FM LMS As of March 1, 2019

DoD FM Certification - % Certified by Component*

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*Percent of active members in the FM LMS

38,717 FM Members Certified~68% of Active Members in the FM LMS

As of March 1, 2019

FM-related Test-Based

Certifications

FM myLearne-catalog(12,000+ Courses)

OUSD(C)-Developed Web-Based Training

Symposia & Training Events

DoD FM Workforce Virtual Training

Academic & Leadership Courses

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CETs: What

Counts?

https://fmonline.ousdc.osd.mil/CET/cet.aspx

Acquisition (DAWIA)

Certification Courses

FM-related Test-Based

Certifications

FM myLearne-catalog(12,000+ Courses)

OUSD(C)-Developed Web-Based Training

Symposia & Training Events

DoD FM Workforce Virtual Training

(Pilot)

Academic & Leadership Courses

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Hone Your SkillsCETs: What

Counts?

https://fmonline.ousdc.osd.mil/CET/cet.aspx

Acquisition (DAWIA)

Certification Courses

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2220 Test-Based Certifications

Accredited Business Accountant (ABA) Certified Government Financial Manager (CGFM)

Accredited in Business Valuation (ABV) Certified Information Systems Auditor (CISA)

Certified Accounts Payable Professional (CAPP) Certified Inspector General Auditor (CIGA)*

Certified Cost Professional (CCP) Certified Internal Auditor (CIA)

Certified Cost Estimator/Analyst (CCE/A) Certified Management Accountant (CMA)

Certified Defense Financial Manager (CDFM) Certified Payroll Professional (CPP)

Certified in Financial Forensics (CFF) Certified Public Accountant (CPA)

Certified Forensic Accountant (Cr.FA) Certified Public Finance Officer (CPFO)*

Certified Fraud Examiner (CFE) Certified Treasury Professional (CTP)

Certified Government Audit Professional (CGAP) Forensic Certified Public Accountant

*Reflects the 2 most recent additional to this list.

OUSD(C) developed 80 Web-Based Training Courses to support your continuing learning

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• Live, virtual classroom that allows direct interaction between participants and instructors

• Courses in FM and leadership-related topics provide 8-32 CPEs, depending on course

• Eligible participants: Current participants in FM Certification Program

• FREE TO COMPONENTS: Course(s) funded by OUSD(C)

Keep skills sharp Learn new techniques Professional growth

DoD FM Virtual Training Program

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Upcoming Courses

DoD FM Virtual Training Program

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FY 2019 Course schedule and additional information are available on FM Online: https://fmonline.ousdc.osd.mil/default.aspx

Course Title

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FM Workforce Initiatives

FM Non-Appropriated Fund (NAF) Certification Pilot Background: • The NAF FM Workforce has expressed interest in being included in the DoD FM

Certification Program

• DoD FM Senior Leadership Group approved the implementation of a NAF Pilot with voluntary inclusion

• The Pilot program will be established under the direction of DoD Instruction 1300.26

Status: • OUSD(C) is working with OSD (P&R) to establish a NAF working group to

manage the pilot program

Questions:• Emails can be sent to the following address: osd.dfmcp_naf@mail.mil

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FM Proficiency Assessment

Background: • Develop an online FM proficiency assessment to identify competency skills gaps

Status: • Currently exploring OSD Intel Community certification assessment,

benchmarked with DCAA, OPM, and DISA

Assessment should:• Be administered online based on competencies aligned with occupational

series and certification level• Provide objective competency skills gap feedback to employees• Identify overall FM workforce competency gap trends• Allow employees and supervisors to target CETs to their individual competency

gaps as they build their IDP

Way Ahead• Complete analysis with Intel community• Present Course of Action to USD(C) and obtain approval

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FM Workforce Dashboard• Developed an FM Workforce Dashboard to

provide data analytics for DoD-wide FM workforce

Accurate and relevant data helps identify workforce trends, strengths, and needs

• Incorporates data from 7 different sources

• Partnering with DCFO/BIO to transition the dashboard to the Defense Repository for Common Enterprise Data (DRCED) in the near future

• Under DRCED, Components will have ability to access data

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FM Professional Development

…developing and strengthening our workforce!

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What is an individual development plan (IDP)?An annual training and development plan whose primary purpose is to help employees reach short and long-term career goals, as well

as improve current job performance

https://fmonline.ousdc.osd.mil/FMmyLearn/IDP/Default.aspx

Career Goals Leadership Development

Training FM Competency

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Career Goals Leadership Development TrainingFM Competency

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Remember to save your progress

Advance to next section

Enter your mid-term

goals

Enter your long-term

goals

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Supervisor comments

Employee comments

Career Goals Leadership Development TrainingFM Competency

PDF Output

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Employee Data, Supervisor Data,

and FM Certification

Program Information

FM Competencies

Leadership Competencies

Other Required Courses

Leadership Development

Experience

Education

Training

Employee Goals

Supervisor Comments

Signatures

• This is an example of the PDF Output for someone who is working towards their level 2 FM Certification

• Example begins on the left and continues on the lower right hand side

• All 11 parts of the FM IDP are displayed on-screen

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FM STARs Program Goals:

• Enhance understanding of other operations, systems, and relationships

• Better understand the larger operational environment and individual roles in

support of the DoD FM mission

• Reinforce the important role of the civilian, inspiring meaningful contributions to

the team, and improving effectiveness in the workplace

Background:

• Available to DoD FM civilians in the FM Certification Program

• Duration: 3- to 6-month cross-component assignments

• Funded by OUSD(C)

New FM Developmental Assignment Program

Additional Information: https://fmonline.ousdc.osd.mil/PDP/Default.aspx

STRONG

TRAINED

AGILE

READY

FM STARs Program (cont.)

• Program is focused on cross-Component development

Applicants may not apply to assignments within their same Component

• Applicants must be GS 12-15, enrolled in the FM Certification Program, and CFCM endorsed

• Assignments may be independent or exchanges

• 22 participants were selected for the Pilot

• Pilot ran August 2018 through February 2019

• The DoD FM Senior Leader Group approved the program based on pilot’s results

• Components should begin developing their FM STARs Opportunity Submissions

• FY 2020 Cohort Program launching soon!

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FM STARs Webpagehttps://fmonline.ousdc.osd.mil/PDP/Default.aspx

34Contact your Component FM STARs POC for more information or visit FM Online

DoD–Expeditionary Civilian Workforce (EC)

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• 59 FM-coded civilian positions across DoD designated for deployment program

• Positions available in FY20

• Length of deployment: ~12 months

• Components will identify civilians with a high level of performance, professionalism, and expertise for deployment assignments

• Offers unique deployment opportunities for DoD civilians to support contingency operations

Expeditionary service is a great opportunity for civilian personnel that enhances career development

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DoD and Additional Leadership Opportunities❖ Defense Civilian Emerging Leader Program

https://www.cpms.osd.mil/Subpage/Events/LeaderDevelopment

❖ Executive Leadership Development Program https://www.cpms.osd.mil/Subpage/Events/LeaderDevelopment

❖ Defense Senior Leader Development Program https://www.cpms.osd.mil/Subpage/Events/LeaderDevelopment

❖ CXO Fellows Program https://cfo.gov/cxo-fellows/

❖ Federal Executive Institute https://leadership.opm.gov/

❖ White House Leadership Development Programhttps://www.cpms.osd.mil/Subpage/Events/LeaderDevelopment

❖ Career broadening / developmental assignments

❖ And more!

Employee Recognition – A Pillar of Professional Development❖ Acknowledges employee’s hard work and

contributions❖ Enhances employee engagement❖ Stimulates a sense of ownership and pride in

the organization’s mission

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• Nominations for the CY 2018 USD (C) Awards were accepted through January 2019

• Winners will be recognized at the National PDI, on 30 May 2019, in San Antonio, Texas

• Status:• 148 nominations

• Team = 83 • Individual = 65

• Currently in the Board scoring phase; board meets in late March 2019

• USD(C) memo to announce winners will follow

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STAY CONNECTED

Visit the Home Page for Weekly Updates!

Visit FM Online Home Page for the latest information

https://fmonline.ousdc.osd.mil/

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Join the DoD FM Connection GroupReceive program updates and other important information

https://www.linkedin.com/groups/6503683

Connect with the FM Community via LINKEDIN!

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