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Strategic Human Resource Development in Practice: Leveraging Talent for Sustained Performance in the Digital Age of AI PDF

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Management for Professionals Lyle Yorks Amy Lui Abel Denise Rotatori Strategic Human Resource Development in Practice Leveraging Talent for Sustained Performance in the Digital Age of AI Management for Professionals The Springer series Management for Professionals comprises high-level business and management books for executives. The authors are experienced business professionals and renowned professors who combine scientific background, best practice, and entrepreneurial vision to provide powerful insights into how to achieve business excellence. Lyle Yorks • Amy Lui Abel Denise Rotatori Strategic Human Resource Development in Practice Leveraging Talent for Sustained Performance in the Digital Age of AI Lyle Yorks Amy Lui Abel Adult Learning and Leadership Executive Programs Columbia University, Teachers College The Conference Board New York, NY, USA New York, NY, USA Denise Rotatori Global Technology Bank of New York Mellon New York, NY, USA ISSN 2192-8096 ISSN 2192-810X (electronic) Management for Professionals ISBN 978-3-030-95774-2 ISBN 978-3-030-95775-9 (eBook) https://doi.org/10.1007/978-3-030-95775-9 © Springer Nature Switzerland AG 2022 This work is subject to copyright. All rights are solely and exclusively licensed by the Publisher, whether the whole or part of the material is concerned, specifically the rights of translation, reprinting, reuse of illustrations, recitation, broadcasting, reproduction on microfilms or in any other physical way, and trans- mission or information storage and retrieval, electronic adaptation, computer software, or by similar or dissimilar methodology now known or hereafter developed. The use of general descriptive names, registered names, trademarks, service marks, etc. in this publica- tion does not imply, even in the absence of a specific statement, that such names are exempt from the relevant protective laws and regulations and therefore free for general use. The publisher, the authors and the editors are safe to assume that the advice and information in this book are believed to be true and accurate at the date of publication. Neither the publisher nor the authors or the editors give a warranty, expressed or implied, with respect to the material contained herein or for any errors or omissions that may have been made. The publisher remains neutral with regard to jurisdictional claims in published maps and institutional affiliations. This Springer imprint is published by the registered company Springer Nature Switzerland AG The registered company address is: Gewerbestrasse 11, 6330 Cham, Switzerland Preface As in many areas of professional practice, the level of uncertainty and ambiguity regarding the future of work is raising. At the individual, departmental, and organi- zational levels, workers, managers, and executives have to be continuously learning from current and emerging trends in order to strategically reposition themselves for performance and future possibilities. Doing so requires competencies in applying strategic learning practices and developing the personal capacity for navigating the complexities of a world in which people are interacting with “smart” digital tech- nologies that are broadly grouped together under the umbrella term Artificial Intelligence. Strategic transitions requiring the transformation of organizations is more necessary than in the past as these digital technologies themselves are rapidly evolving and transforming the world more quickly than ever before. The popular acronym VUCA (Volatility, Uncertainty, Complexity, and Ambiguity) reflects the contemporary challenges confronting not only business, but all organizational sec- tors, including education. It is for the purpose of providing tools and practices for strategically navigating this context of continuous change, and the learning and development implications for human resource development, that we have written this book providing methods and practices for engaging in strategic learning along with the theoretical frame- works on which they are based. It also provides a review of the evolution of the field human resource development as an academic discipline. The foundations of this book are the academic discipline of Human Resource Development and the prac- tices of human capital/talent management that are being applied in various compa- nies around the world during the time of an intensifying pace of change being driven by digital technologies. In today’s world of rapid change marked by uncertainty and ambiguity, strategic agility is a necessity for individuals, departments, and functions within organizations and institutions. Individuals are now working within the con- text of a growing gig workforce with organizations making decisions about balanc- ing full-time and contingent employees. Additionally, different sectors of the socio-economic environment are intersecting. For example, IBM has partnered with the American Council on Education; it has been determined that completing an apprenticeship program offered by IBM is equal to 45 college credits and can be transferred into a degree program. Another example is Google offering career cer- tificates at high schools and colleges across the country. In this context of change, the concept and definition of strategic planning itself has to be reassessed. v vi Preface The idea of “strategic planning” is rooted in the military with the process dating back to B.C.—many scholars trace the idea back to Sun Tzu’s The Art of War. It became a central topic in the business literature in the late 1950s and 1960s as the pace of innovation began growing and the pace of change in the business environ- ment began changing. Jump forward to the twenty-first century and as Willie Pietersen, a former CEO who is a Professor of Practice in Executive Education at Columbia University Business School, has argued, strategic planning needs to be preceded by strategic learning. Strategy formation is an individual, team, and orga- nizational learning process. Planning follows strategic learning because in a time of new technologies the ability for strategically navigating through uncertainty is nec- essary at the individual, group/team, and organizational levels. The essence of strat- egy is allowing for the emergence of new insights which requires stepping outside one’s traditional frameworks by seeking diverse perspectives on what is, and might be, trending, and then planning. Drawn from research and work we have been doing with various companies who have been applying digital technologies to the talent management process and the academic field of human resource development, our focus is linking theory with practice and providing illustrations from case study settings. We are also integrating concepts from different areas of the literatures on strategy and human resource development. Each chapter provides a review of both the theoretical frameworks and practices relevant to the chapter topic. The need for strategic agility has implica- tions for developing and managing the workforce; it is elevating the role of human resource management in general and particularly the learning and development function in organizations. This book is an extension and update of Lyle’s previous book on strategic human resource development published in 2005. It is intended as a text for HRD courses focusing on strategic human resource development practice, including strategy development as a learning process, connecting learning and adult development with organizational development and change, and talent development. Our focus is link- ing theory with practice and providing illustrations from case study settings. The book takes a scholar-practitioner perspective and can also be a resource for HRD practitioners and others who are assuming a talent management or learning and development role in their organization. Additionally, the learning practices described can be used for facilitating strategic learning and agility in organizations by HRD (L&D/talent management) professionals. New York, USA Lyle Yorks New York, USA Amy Lui Abel New York, USA Denise Rotatori Acknowledgments We acknowledge the support and valuable perspectives and information provided by our colleagues and members of The Conference Board as we researched and wrote this book. We also acknowledge the faculty and alumni of the Adult Learning and Leadership program in the Department of Organization & Leadership in Teachers College, Columbia University, and Executive Education at the Business School. They were too very supportive and made valuable contributions to our research. vii Contents Part I Chapters Providing the Foundations and Practices for Strategic HRD and Talent Management 1 The Scope of Human Resource Development: Both an Academic Discipline and Professional Practice . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 1.1 What Is Human Resource Development? . . . . . . . . . . . . . . . . . . . . . 5 1.1.1 The Roots of Contemporary HRD Scholarship and Practice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 1.1.2 Differing Perspectives and Key Commonalities in Understanding HRD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 1.1.3 Moving Toward Coherence in Defining HRD . . . . . . . . . . . . 8 1.1.4 Recognizing the Need for Strategic HRD (SHRD) . . . . . . . . 9 1.2 Looking Beyond Coherence: The Traps of a Mindset of Unity in a World of Complexity . . . . . . . . . . . . . . . . . . . . . . . . . . 10 1.3 Returning to the Question “What is Human Resource Development?” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 1.3.1 Our Definition of HRD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 1.3.2 Also, the Need for Continuing the Debates in the Academy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 1.4 Human Resource Management, Learning and Development, and Organization Development—And Leveraging AI Technology . . . . . 14 1.5 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 2 Foundations of Learning Theory for HRD Practice . . . . . . . . . . . . . . . 21 2.1 What Is Learning? An Overview of the Theoretical Terrain . . . . . . . 22 2.2 Knowing What—Knowing How—Two Distinct Spheres of Learning, Yet Interconnected . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 2.2.1 Yes Distinct, but Interconnected Spheres . . . . . . . . . . . . . . . . 24 2.2.2 Four Types of Learning—Edward Cell’s Learning Framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 2.3 Transformative Learning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 2.4 Connecting the Terrain with Experiential Learning . . . . . . . . . . . . . . 28 2.4.1 Single Loop Learning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 2.4.2 Double Loop Learning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 x Contents 2.4.3 Triple Loop Learning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 2.4.4 Assessing Kolb’s Framework and Experiential Learning . . . 31 2.5 Adult Development Theory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 2.5.1 Kegan’s Constructive Developmental Theory . . . . . . . . . . . . 32 2.5.2 William Torbert’s Action Logics . . . . . . . . . . . . . . . . . . . . . . 33 2.5.3 John Heron’s Developmental States . . . . . . . . . . . . . . . . . . . 35 2.5.4 The arc of Adult Development . . . . . . . . . . . . . . . . . . . . . . . . 36 2.6 Somatic Learning: Mind-Body Awareness for Self-Development . . 39 2.7 From Individual to Team and Organizational Learning . . . . . . . . . . . 40 2.7.1 Frameworks of Team Learning . . . . . . . . . . . . . . . . . . . . . . . 41 2.7.2 Organizational Learning . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 2.8 Self-Directed Learning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 2.9 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 3 Strategically Positioning HRD Practice in Organizations . . . . . . . . . . . 51 3.1 A Political Economy Model for Understanding Strategic Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 3.2 How HR Is Repositioning Itself: The Changing Political Economy of HR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 3.3 Strategic Political Acumen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 3.3.1 Mapping the Political Territory . . . . . . . . . . . . . . . . . . . . . . . 62 3.3.2 Analyzing the Map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 3.3.3 From Mapping to Strategic Leadership Action . . . . . . . . . . . 66 3.4 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 4 Digitalization, Artificial Intelligence, and Strategic HRD . . . . . . . . . . . 69 4.1 Pivotal Moments in the Evolution of AI . . . . . . . . . . . . . . . . . . . . . . 69 4.1.1 The Historical Evolution of the Thinking Machines: A Brief Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 4.1.2 A Brief Overview of the Historical Foundations of Big Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 4.2 Understanding AI in 4IR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 4.3 AI Applications in HRD Practice—Current and Potential . . . . . . . . 73 4.3.1 Adopting Emerging Technology in Human Resources . . . . . 74 4.3.2 HR’s Responsibilities as Stewards of Workforce Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 4.3.3 A Brief Look Back: HR as Stewards of the Workforce Agenda . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 4.3.4 Fast Forward to 2030 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 4.4 AI in the Talent Lifecycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 4.4.1 The Talent Lifecycle: Attraction and Recruiting . . . . . . . . . . 77 4.4.2 The Talent Lifecycle: Onboarding . . . . . . . . . . . . . . . . . . . . . 78 4.4.3 The Talent Lifecycle: Learning & Development . . . . . . . . . . 78 4.4.4 The Talent Lifecycle: Rewards . . . . . . . . . . . . . . . . . . . . . . . 78

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