Managing Employee Retirement and Savings Programmes

Turn retirement and savings programmes from a stated policy into a practice your organisation can evidence.

📍 Cairo🗓️ 5 training days📚 4 modules🎓 Accredited certificate
5intensive training days
4scientific modules
8training sessions
32detailed points

Course Overview

Most disputes about retirement and savings programmes begin as a conversation that was handled badly. Data on savings programmes is abundant; insight about it is not. It suits anyone whose decisions touch the practice within people management and development, in large organisations and small ones alike. Most organisations already have a policy on retirement and savings programmes; far fewer can show it working. Participants take away a working set of documents supporting the wider people management and development agenda, ready to be adapted internally. Each session closes with a decision the participant must justify about savings programmes in their own setting. Benchmarking exercises repeatedly place retirement and savings programmes among the areas with the widest performance spread. The course covers savings programmes at the level of detail needed to act, and stops there. Work concludes with a self-assessment of this area of people management and development that participants can repeat annually.

Expected Learning Outcomes

01

Prepare managers for the emotional load retirement and savings programmes places on them.

02

Document decisions about savings programmes in a form that remains useful after the people change.

03

Measure the effect of retirement and savings programmes on retention, performance and engagement.

04

Integrate savings programmes with reward, development and performance processes.

05

Verify that improvements to retirement and savings programmes have held six months after they were introduced.

06

Address the equity and inclusion implications of savings programmes deliberately.

07

Structure records of retirement and savings programmes so that they answer the questions an auditor will actually ask.

Who Should Attend

01

Learning and development officers building capability in retirement and savings programmes.

02

Talent and organisational development specialists working on savings programmes.

03

Senior leaders accountable for the culture retirement and savings programmes produces.

04

Analysts producing the data on which decisions about savings programmes rest.

05

Legal and compliance advisers reviewing retirement and savings programmes.

06

Managers of multi-site operations seeking consistency in savings programmes.

Course Modules

01

Retirement and savings programmes: evidence, data and honest measurement

2 sessions · 8 points

Session 1The conversation about retirement and savings programmes managers most often avoid

  • Establish who is informed, consulted and accountable in retirement and savings programmes.
  • Build the appeals route for savings programmes and publish it.
  • Set out how exceptions to retirement and savings programmes are requested and approved.
  • Write down the assumptions underpinning the approach to savings programmes.

Session 2The exception to savings programmes that sets the precedent

  • Pilot changes to retirement and savings programmes in one area before wider rollout.
  • Close out actions on savings programmes rather than leaving them open indefinitely.
  • Establish what evidence demonstrates retirement and savings programmes is under control.
  • Anticipate the objections savings programmes will raise and prepare the answers.
02

Savings programmes: cost, benefit and workforce planning

2 sessions · 8 points

Session 1The hard cases in savings programmes and how to reason about them

  • Design the communication for retirement and savings programmes around the questions people will actually ask.
  • Rank the weaknesses in savings programmes by consequence rather than by ease of fixing.
  • State the purpose of retirement and savings programmes in one sentence a new manager would understand.
  • Agree what will be standardised in savings programmes and what will not.

Session 2Comparing savings programmes with recognised practice

  • Plan succession for roles most exposed to retirement and savings programmes.
  • Identify single points of dependency in savings programmes and reduce them.
  • Set out the decisions in retirement and savings programmes that require sign-off and by whom.
  • Set escalation thresholds for savings programmes that work out of hours.
03

Savings programmes: the manager conversation that decides the outcome

2 sessions · 8 points

Session 1Testing savings programmes before relying on it

  • Set the consistency check that catches uneven application of retirement and savings programmes.
  • Measure the effect of savings programmes on retention and performance, not activity.
  • Identify the data the organisation already holds that bears on retirement and savings programmes.
  • Test the procedure for savings programmes against a realistic scenario.

Session 2Explaining retirement and savings programmes so people believe it

  • Review retirement and savings programmes for unintended equity effects across groups.
  • Agree the smallest change to savings programmes that would be visibly useful.
  • Set the annual review point for retirement and savings programmes and who attends.
  • Check that savings programmes complies with current labour regulation in every location.
04

Savings programmes: communication and employee understanding

2 sessions · 8 points

Session 1Reviewing savings programmes against what actually happened

  • Identify the data already collected that bears on retirement and savings programmes.
  • Script the difficult conversation savings programmes requires and rehearse it.
  • Prepare the response for the most likely failure in retirement and savings programmes.
  • Test the policy on savings programmes against three real cases from the past year.

Session 2Piloting a change to savings programmes before committing

  • Document the reasoning for every exception granted under retirement and savings programmes.
  • Confirm that those complying with savings programmes understand why it exists.
  • Ask employees what retirement and savings programmes feels like from their side.
  • Compare intended and actual outcomes of savings programmes honestly.

Choose the package that suits you

Silver Package

At least 3 people

USD1,250
  • Workshop or Program Participation
  • Airport Transfers
  • Customized Badge
  • Expert Mentorship (Private Sessions)
  • Supervision & Secretarial Services
  • Accredited Certificate of Participation
  • Complete Training Kit
  • Coffee Break
  • Closing Ceremony

Gold Package

At least 3 people

USD1,850
  • 5-night stay in a 5-star hotel
  • Workshop or Program Participation
  • Airport Transfers
  • Customized Badge
  • Expert Mentorship (Private Sessions)
  • Supervision & Secretarial Services
  • Accredited Certificate of Participation
  • Complete Training Kit
  • Coffee Break
  • Closing Ceremony

Complete your registration

We will contact you within one business day to confirm.