Transferable Skills - Your Roadmap - Part 1 and 2 - Dirk Spencer Senior Recruiter

Presentation Goals:
“What-to-do”
“Testing-to-do”
“How-to-do”
“Who-does-it”

Transferable Skills: Overview
Transferable Skills: Sources
Transferable Skills: Categories
Transferable Skills: Goals
Transferable Skills: Criteria
Transferable Skills: Barriers

FIRST UP: AI: What You Need to Know

AI is Multi-Generational – kids with tablets to grannies with smart phones are on AI.

AI Has Zero Barriers to Entry – so may AI tools are free.

The AI Can Train You on How to Use It – imagine if a spreadsheet or word processor had done it

AI Add-Ons: Apps, Search, Development – as AI cuts across every domain.

AI Lifecycle: The idea appears. The invention is created. There is select access due to cost and who controls the invention. Then public access starts to take shape.

Media Hype happens. News Reports come out.

AI Adoption: The tech or software is labeled a fad. With time, it becomes a trend due to FOMO.

Utility and use-cases come to those participating. Then the Next

Generation of products come out. Final stage is it becomes mainstream (IE: the toaster in your kitchen).
Innovation Invites Investigation: Review the news headlines on these inventions. The headlines spoke of the risks, the dangers and how civilization would crumble. Things like Leonardo da Vinci’s Flying machines, Distance writing (the telegraph), Speaking telegraph (the phone), Horseless carriage, Electric lamp, Word processing, Spreadsheets, Electronic mail, Wireless Telephone and social media.
Dirk’s Demon to Toaster Cycle The idea that every demonized innovation or technology eventually becomes as ubiquitous as the lowly single-function bread toaster.
Innovation Lifecycle Gartner© Hype-Curve is explained with examples for where I think AI currently fits on the curve.

Beyond AI, there are Universal Options for Transferable Skills. Those include Budgets in general. This to seek out include Budget Management, Excel (Visualization, Report Automation), Accounting Software (Compliance), Profit and Loss (P&L) Responsibilities.
Oral Communication skills for things like Streams, Video Meetings, Presentations, F2F Meetings, 1 on 1 Coaching, Team Mentoring. Written skills help across Emails, Reports, Online Content, Policies & procedures and Learning & Development (L&D).

Negotiation is another transferable skills vertical anyone can focus. Find assignments (Work / Projects), managing Supplies (& Services), Pricing (Margins), Contract Terms (Legal Conditions).

Mastering Browser Tools for any browser such as Chrome / Fire Fox / Edge. There are features for Data Collection, Formatting, Research, Keyword Highlighting, Audio Readers, Note Taking, Tab Management, and Grammar are sampling.

Office 365 Skills for Word, PowerPoint, Excel, Teams, CoPilot, OneNote, OneDrive, Outlook are areas to skill up.
Video tools such as Zoom / Teams / Webex Skills for Set Ups, Audio, Camera, Chat, File Sharing, Backgrounds, Filters (Make-Up), Lighting.

1. Transferable Skills
Tips & Tricks
Parts I & II
Sponsored by the IIBA OC CA Chapter
Dirk Spencer Senior Recruiter
Parts I & II

2. Presentation Goals
“What-to-do”
“Testing-to-do”
“How-to-do”
“Who-does-it”

3. Four Sections
I: Transferable Skills Overview
II: The Secret to Transferable Skills
III: Build Your Roadmap
IV: (Virtual) Networking & Social Media

5. Transferable
Skills
Overview
Sections I

6. Transferable Skills: Sources

7. Transferable Skills: Categories

8. Transferable Skills: Goals

9. Transferable Skills: Criteria

10. Transferable Skills: Barriers

11. FIRST UP

13. AI:
What You Need to Know

14. AI is Multi-Generational

15. AI Has Zero
Barriers to Entry
Everybody & Anybody Has Access

16. The AI Can Train You
on How to Use It
+

17. AI Add-Ons:
Apps
Search
Development

18. The idea
The invention
Select access
Public access
Media Hype
News Reports
AI Lifecycle vs AI Adoption
Fad
Trend
Utility
Use-Case
Next Gen
Mainstream

19. Innovation Invites Investigation
•Flying machines
•Distance writing
•Speaking telegraph
•Horseless carriage
•Electric lamp
•Word processing
•Spreadsheets
•Electronic mail
•Wireless Telephone
•Social Media

20. Dirk’s Demon to Toaster Cycle
to

21. Innovation Lifecycle
Timeline from Inception to Common Place

22. Gartner
©
Hype-Curve

23. Gartner New Tech Hype-Curve
Early
Adopters
Investigate
1
st
Gen
Products
Start Up
Companies
R&D
Media
Hype
Begins
Suppliers
Proliferate
Getting
Beyond
Early
Adopters
Negative
Press
Begins
Supplier
Consolidate
2
nd
/ 3rd
Round VC
< 5% of
Audience
Adopt
2nd Gen
Products
/ Services
Methods &
Best Practices
Start Being
Developed
3
rd
Gen Products
Out of the Box,
Product Suites
High Growth
Adoption!
(20% to 30%
Potential
Audience
Adoption)

24. Gartner New Tech Hype-Curve

25. AI Hype Curve Stage Estimate
Supplier
Consolidate
2
nd
/ 3rd
Round VC
< 5% of
Audience
Adopt
2nd Gen
Products
/ Services

27. Budgets
Oral
Written
Negotiation
The
Generic

28. Budgets
•Budget Management
•Excel (Visualization, Report Automation)
•Accounting Software (Compliance)
•Profit and Loss (P&L) Responsibilities
Budgets

29. Oral Communication
•Streams
•Video Meetings
•Presentations
•F2F Meetings
•1 on 1 Coaching
•Team Mentoring Oral

30. Written
•Email
•Reports
•Online Content
•Policies & Procedures
•Learning & Development (L&D)
Written

31. Negotiation
•Assignments (Work / Projects)
•Supplies (& Services)
•Pricing (Margins)
•Contract Terms (Legal Conditions)
Negotiation

32. BROWSER
Tools
Office
365
Zoom
TEAMS
Webex
Google
Workplace
Work
Applications

33. Browser Tools: Chrome / Fire Fox / Edge
•Data Collection
•Formatting
•Research
•Keyword Highlighting
•Audio Readers
•Note Taking
•Tab Management
•Grammar
BROWSER
Tools

34. Office 365 Skills
•Word
•PowerPoint
•Excel
•Teams
•CoPilot
•OneNote
•OneDrive
•Outlook
Office
365

35. Zoom / Teams / Webex Skills
Set Ups
•Audio
•Camera
•Chat
•File Sharing
•Backgrounds
•Filters (Make-Up)
•Lighting
Zoom
TEAMS
Webex

36. AI
•Learning Models
•Inference Models
•Develop Training Plans
•Automate of Tasks
•Context Based Web Searches
•Video Production
•Writing
•Web Scraping AI

37. Google Workspace (Formally G-Suite’s)
•Gmail
•Meet
•Chat
•Calendar
•Drive
•Docs
•Sheets
•Slides
Google
Workplace

39. Transferable Skills: Narrow Your Focus
Work
Life
Training
Hard
Soft
Tech
Co.
Position
Industry
Inter-
Section
Complement
Overlap
Money
Access
TimeTime
Money
Access
Money

40. Transferable Skills: Example
Work
Life
Training
Hard
Soft
Tech
Co.
Position
Industry
Inter-
Section
Complement
Overlap
Money
Access
Time

41. Transferable Skills: Example Work
•Project Management
•Product Management
•Scrum/Agile
•Kanban
•SWOT
•User-Stories
•Case Studies
•SQL / NoSQL
•AI / ML / LLM / NLP

42. Transferable Skills: Example Hard
•Regulatory
•Licensing
•Programming
•Cash Flow
•Tax Code
•Excel

43. Transferable Skills: Example Industry
Recruiting
Recruiting Operations
Recruitment Marketing
Recruitment CRM
Recruitment SEO
Recruitment DEI
Sourcing

44. Sample: Check Your Lists 1 of 2:

Skills Hard Soft Technical
1.Accelerated Knowledge Acquisition X
2.Analysis X X
3.Collaboration X
4.Communication X
5.Critical Thinking / Logic X X
6.Detailed X
7.Flexible (EQ) X
8.Interpersonal X
9.Leadership X

45. Sample: Check Your Lists 2 of 2:

Skills Hard Soft Technical
1.Networking X
2.Presentation X
3.Problem-solving X X
4.Project Management X X
5.Research X X
6.Teamwork X
7.Technical (PC/Mac/Google) X
8.Time Management X
9.Writing X

48. Use an Evidence Based
Selection Process!

49. Types of Evidence
1.Publication or book series
2.Authors summaries
3.Completed certificates, courses, vendor training
4.Teachers, instructors, associates who inspired you
5.Reports, analyzed data, scholarly publications
6.Project collaborations

50. Types of Evidence
7.Teammate feedback
8.Conference presentations or reviews
9.Connections on social media
10.Problem sets for critical thinking
11.Known paradoxes that you find fascinating
12.Examples of adapting to new situations

51. Types of Evidence
13.Examples of adapting to new situations
14.Response to unexpected changes
15.Feedback about your handling of a situation
16.Supervisor, manager, executive observations
17.Documentation or introduction of adaptability
18.Case-studies

52. Types of Evidence
19.Fallacies in Logic
20.Exposés
20.Critical or academic papers

53. Skills
Inventory

54. Skills Inventory: Professional Deep Dive
•Certifications
•College Courses
•University Degrees
•Adult Education
•Skills Based Membership
•Online Training
•Seminars / Events
•Lunch and Learns

55. Skills Inventory: Personal Deep Dive
•Family Budget
•Organizational Skills
•Public Speaking
•Volunteerism
•Ecumenical Affiliation
•Political Association
•Hobbies

57. Training to Your Strengths
Strengths provide the greatest ROE
•(Return on Energy)
The Evidence:
•The hyper-successful always focus their strengths!

61. Received
Consistent
Overwhelming
Positive
Feedback
Awards
Recognition
3 Places to Find Your
Transferable Skills :
Job Change
Awards
Recognitions

62. 4 Clues to Your Transferable Skills :
1.Frequent
2.Consistent
3.Universal
4.Overwhelming

63. Test Niches with The “Rule of 2”
•2 Hours
•2 Evenings
•2 Days

64. 400 Word Rule

65. Tolerance Quad

66. Transferable Skills “Time” Check
Time
Distortion

67. Transferable Skills Energy Check
New or
Emerging
Skill

68. If your answer is not a clear “Yes”

- Then it should be a "No”

69. Getting the Flow-State

70. Creating Your Energy:
Leverage “Intrinsic” Motivation
Five Components Of Intrinsic Motivation
Mihaly Csikszentmihalyi
1) Curiosity: “urge,” “desire” to learn a thing is preserved.
2) Purpose: “passion” to do a thing above other options available.
3) Mastery: “excellence,” “improvement” desire to practice.
4) Autotelicity: “reward,” “emotional support” is from the learning.
5) Autonomy: “control” over what, how, & when learning takes place.

71. Scholarly Resources: Positive Psychology
Mihaly Csikszentmihalyi
(ME-High)
(Chicks-Zent-me-high)
American Hungarian
Author/ PhD
Martin Seligman
Godfather of
Positive Psychology
American Author/ PhD

72. The Secret to
Transferable
Skills
Sections II

73. Offer Incredible Talent

74. The Opportunity You Want
Is the opportunity that values
•Your lack of experience
•Champions your incredible talent
•Your potential outpaces their rules for hiring
Key Take Away
•Incredible Talent is the bigger win for them (for now)

75. Incredible Talent Checklist
❑Relevant
❑Identifiable
❑Self-Evident
❑Scalable
❑Niche
❑The “Doing” energizes you

76. Incredible Talent Transcends Domains
Hard/Soft/Technical Check Boxes Evidence

77. Your Incredible Talent

Cannot Be…
Vague
Unexplainable
Confusing
Finite

78. How Your Incredible Talent

Should Feel:
In the words of Harry Blackstone, Jr. (Magician):
“I cannot remember not knowing how”

79. The Bad News…
Transferable Skills are Not
a substitute for experience

80. The Good News…
You Are Not Selling Transferable Skills
You Are Offering Incredible Talent

81. This Requires Deep
Self-Awareness

82. This Requires a
Portfolio of Evidence
(You cannot fake it)

83. Be Proud of Your ‘Now’
Work in the present

84. If You Are the Solution
Act Like It!

86. Identify In Demand Market Skills
•Use Generic Job Titles
•Research Jobs & Job Families
•Group Jobs by Similar and Recuring Skill Sets
•Notice Patterns in the Skills Being Sought
•Notice Which skills Are Not Mentioned
Key Take Away
•Listen, hear, see, feel what aligns to your current inventory.

87. Aces Over Jokers
Niche or Nothing

88. Incredible Talent
Needs a Niche
❑Niche within a Niche

90. Experience Expires
Pick a Niche Worth
the Sweat Equity

91. Confidence Comes From Execution
•Stop Talking
•Start Doing
•Fail Faster
•Repeat
Key Take Away
Your journey starts “here and now” not with excuses
No one ever landed a job through excuses
Your “now” is needed by someone “out there, who is waiting”
Execution breeds confidence in yourself , your skills and others watching

92. Antidote to Rejection:
“NEXT!”
Said Out Loud
– Your ears need to hear you

93. Using “NEXT!” – Be Practice / Pragmatic
•NEXT! who else should I speak with
•NEXT! what else can I research
•NEXT! where can you engage a new audience
•NEXT! When does it make sense to execute your next move
Key Take Aways
•“Action” cures the rejection blues & self-doubt every time

94. Build Your
Roadmap
Sections III

95. How Many Hours Do You Spend
Reading
Writing
Speaking
Watching
Listening
Knowing
Verifying
Estimating
Guessing
Assuming

96. What Intel Have You Researched For
How
is
it
done?
Who
does
it
Now?

97. For Transferable Skills to Work Know
The People
The Places
The Things

98. Know the People
Origin Story
Education
Errors
Discoveries
Recoveries
Use-Cases
Content

99. Global
National
Regional
Markets
Know the Places

100. Implements
Instruments
Intel
Tools
Technology
Know the Things

101. How & Who Starting Points
•A new book
•Re-reading a book
•Watching how-to videos
•Reading the transcripts
•Free-workshops
•Public speaking / podcasts
•Writing vs publishing a series of books
•Writing online posts
•Documenting processes
•Tracking and mitigating risks

103. Having Incredible Talent to Share
This happens when your contribution makes it easy for
others to:
-See the patterns you see
-Identify the risks and rewards you are concerned with
-Compare the expectations to the reality
-Contrast the reality to the future state
-Remind others the value of your contribution

104. Part 1 to Becoming the Trusted Advisor
It is obvious to you
where other’s
insights,
experience,
training
stop…

105. Part 2 to Becoming the Trusted Advisor
…And…
you can
explain a
solution
using data
and examples
from their context

106. Knowing a thing!
Not being the
know-it all!

107. Sometimes
this is raw experience!
(years in the making)

Other Times it is knowing
2% more for being
well-read.

109. The Most
Important
Thing?
The Syllabus!

110. Why is the Syllabus So Important
It is your contract to transferable skills

111. What to Buy!

112. Buy Criteria
By the Numbers!

113. Buy Criteria I
•Money:
It is in the budget, the company is paying, or you
obtained scholarship or grant dollars.
•Timing:
It aligns to your availability to participate
•Networking with Cohorts:
It puts in the room with others like you

114. Buy Criteria II
•Satisfaction Guaranteed vs Refund Policy:
These are not the same thing. Ensure you
have maximum protection for both.
•Orientation:
They train you on how to maximize what
you learn using their platform and forums.
•Training Modalities:
Offer downloadable transcripts for both
live & self-paced training, quizzes & labs
are interactive and there are discussion
forums.

115. Buy Criteria III
•Examination Prep:
Ensure alignment of the training to successfully
passing the exam. Too often the knowledge
transfer on a topic has nothing to do with
passing the exams.
•Test Fees:
Save it or plan ahead to have it ready to go.
•Membership / Registration Fees:
For many certificates, certifications, community
membership, registration fees are extra to
being certified or licensed.

116. Buy Criteria IV
•They Offer a Free Trial:
That does not require a
credit-card.
(Use a 3
rd
party-payer to
control automatic
withdrawals)

118. Buyer Beware
Buy the Right
Thing for
Your Goals

119. Never buy
presuming
or assuming
it will
guarantee
you a job!

120. Are you obtaining a
License
Certificate
Certification

121. Know What You Are Buying
to Sell It to Others
Vendor
Institution
Education
Certificate
Vs.
Being Eligible
to Test
Vs.
Being Certified

122. Know What You Are Buying
to Sell It to Others
Vendor
Completion
Certificate
Vs
Industry
Certification

123. Know What You Are Buying
to Sell It to Others
State / Federal
Regulatory Requirement
Licensed, Insured, Bonded

124. Know What You Are Buying
to Sell It to Others
Online Community
In-person Networking
(Who Helped Who)

125. A Lack of Money Does Not Stop You

128. Do Not
Buy the Hype
Buy the
“Correct” Syllabus

129. Roadmap: Resource Awareness Level
Discerning Enough to “Know”…
•New vs
•Used vs
•Legacy vs
•Out-of-Date

130. Cross Check Your Resources (Inputs)

131. Roadmap: Resource Alignment Criteria
Discerning Enough to match target skills
•Job Titles across…
•Companies in…
•Same industry vs
•Unique segments and
•Regulations vs
•Market conditions vs
•PE / VC Funding vs
•Merger & Acquisitions

132. Align Your Resources To Your Mission

133. Remember!
Vendors & Colleges
can be lazy
(or slow)
to update
their content
to market changes.

134. Verify Resources
Meet Regulatory Standards
College Catalog

135. Align Your Education To Your Mission

136. Align Your Education To Your Mission

137. The “Elon” Method: Engage “THE” Expert
Expert Content
Expert Conversations
Expert Science
Expert Reviews

138. Remember This in Part I?
Hard/Soft/Technical Check Boxes Evidence

139. Build It for Your Roadmap
Resource Type “NICHE” Job Skills Timeline

140. Where to Go On-line
Getting Beyond “Google”
•On-Amazon
•On-YouTube
•On-SlideShare
•On vendor academies
•On-the news
•On-the library
•On campus

141. Contrast the Changes
and Avoid Dated Language
•Out-of-Date Tombs
•Seminal Works
•New Releases
•Hot Topics
•Risk Reward
•Table of Contents
•Glossary
•Index
•Author Pages
•Publisher Pages

142. Resource Clues
Books
Certifications
Courses
College Catalogs
On-Demand
Vendor Training
College Catalog

143. AI Roadmaps

144. AI Augmented Search

145. AI Browser Extensions

146. AI Reporting / Data Wrangling

147. AI Development (Python)

148. AI Data Analyst & Data Science

149. Proompter
AI Prompt Engineering

150. AI Proompter Building Blocks
•Question
•Context
•Verify
•Answer

151. Your Mission:
What is the Gap?
How do you bridge it?

152. Research
Practitioner
Roadmaps
WHO DOES IT
HOW THEY DO IT

153. Roadmap: LinkedIn
View and follow:
•Authors
•Employees
•Executives
•Leading companies
•Post, Re-Post Content
•Share, Re-Share Content
•Write Posts

154. Roadmap: LinkedIn
At a minimum, once a day on relevant posts:
1.“Commenting for extended reach.”
2.Then select a reaction button

155. Roadmap: Fiverr.Com Who / How
•Find people doing what you want to be doing
•Inventory the services offered
•Inventory what is NOT offered
•Spend $5.00 & do an interview about how they did it
•Test your own Fiverr business, promote on Facebook

156. Research Roadmaps
Rinse & Repeat
On other platforms

157. Fiverr Competitors
•Upwork
•Freelancer
•Guru
•PeoplePerHour
•Toptal
•99designs
•TaskRabbit
•Freelance.com
•SimplyHired
•CrowdSPRING

158. Improving Your Writing: Pick a Guide
•Style and Grammar Guides
•Quick Guides
•Grammar Software
•AI Assistance
Key Take Away:
Remain relevant to your current and future company

159. Roadmap: Organized Training
•Vendor Academies
•Operating Systems for Mac / PC / Linux
•Microsoft Office Tools
•Google Workspace
•Open Source Alternatives
•Local Area Networking
•Cyber Security
•Digital Advertising / Paid Media

160. Roadmap: Free Skills Pathways
•Verizon Program with EdX

161. Roadmap: Research Skills
•Internet Search Engines (Bing, Duck, Google…)
•Peer Reviewed Research
•Source Data (Origination Point)
•Dot Gov Data & Policy Sources
•Academic Databases
•Medical Research

162. Roadmap: Continuing Ed
•Continuing Education
•Community College
•Vocational Schools
•Massive Open Online Course (MOC)
•College Catalogs
•Curriculums
•Course Outlines
•Table of Contents
•Glossary Hubs

163. Roadmap: Image Search

164. Roadmap: AI Trainer / AI Self-Coaching
•ChatGPT
•Jasper
•White Sonic
•Bard
•Character AI
•Perplexity
•You Chat
•CoPilot

165. AI: Pick a Starting Point

166. (Virtual)
Networking
& Social Media
Sections IV

167. Master the Art
of the Share
(Creating Your Portfolio)

168. Your Portfolio Provides Evidence of:
•Interest
•Intent
•Commitment
Key Take Away
•This creates your skill clout or skill debit

169. Pick a POV: Historian / Reporter / Teacher
•Know the “how,” “when,” and “why” things changed
Draw insights by
1.Industry Specifics
2.Merger and Acquisitions
3.Political Events
4.Regulatory Changes
Key Take Away
Your POV is your proof you are serious about your talent
It demonstrates interest in the skills
It showcases wisdom from knowledge, knowledge from data

170. Personal Branding Creates Your Portfolio
•Create an online presence
•Target the platform that fits your target skill set
•Network with peers, potential bosses
•Mentor people who benefit from your current level
Participate in ways which make your expertise obvious to others
Key Take Away
Once people “think” they “know” your brand, it is easier for them to
recommend you to their network.

171. Networking Matters Because
•Build Name Recognition
•Branding Your Who-Is Factor
•Social Proof
•Meet the Gurus / Authors / Speakers
•Attend the Associations / Companies
Key Take Away
•Your virtual commentary and profile is your “business card”
•Mind the social conventions of your platform
•Mind the preferences of those you connect

172. Speak & Write Like They Do
Connect with “current” experts who are:
•Widely quoted
•Author of peer reviewed material
•Speaker at industry events
•Instructor or professor teaching the target area
•400 words
Key Take Away
•You need the Lexis not the Lexicon to start the journey

173. Whatever You Do
Put out “Positive Content”

175. Comics, comedians,
critics, sarcastic or
rude people never
get hired on purpose.

176. (Virtual) Networking is
the #1 Path to a New Job

178. …because by the time
a job is posted…

…the recruiter, the hiring
manager, and the sourcers
have candidates, applicants
and or referrals submitted…

179. You need Skills &
Name Recognition
To be worthy of job referrals

181. Because…
“Who you know” &
“Who knows you”
Is too vague of an
Introduction to
Land you next opening.

182. The Truth
About “Networking“

It is who knows you well enough to
recommend you for a job having never
worked with you!

183. Thank You

184. Speaker Info
Senior Recruiter
Sourcing Expert
(Origami Enthusiast)
Dirk Spencer

185. My Industry Experience
SaaS
Driverless Transport
Robotics
Global Payments
Sales
Cyber Security / AIM
IT
Technology
Hospital Healthcare Systems
Retail E-Commerce
Hotel / Hospitality
Portable Energy
Banking
Telecom
Network Services
FMCG
Military Defense
Tax Accounting
Sales
Full Lifecycle
Exempt
Non-Exempt
Multi-State
International
BOD / PE / VC
Publicly Traded
Corporate
Executive
RPO
Agency

186. Sample Jobs Inventory
Alliance / Channel Sales
Data Engineers
Data Architects
Software Developers
Customer Service
Call Centers
R&D
Product Management
Human Resources
Talent Acquisition
Benefits
Treasury
Finance
Accounting
Operations
Marketing
Solution Sales Engineers
Information Technology
Font-End Developers
Back-End Developers
Learning & Development
Supply Chain
Logistics
Direct Sales

187. My LinkedIn Stats
•18K 1
st
degree connections
•9M profile network reach
•11K candidate profile viewed over any 200-day average
•11-different applicant talent systems (ATS) experiences
•7-different job boards experiences
•4-books published on resumes, resume keywords & interviews

188. My Contact Information
LinkedIn Open Networker
[email protected]
[phone]

190. Connect on LinkedIn

191. My Phone Number

192. My Email

193. My Author Page

194. My Presentation Decks

195. Buy Me a Coffee

196. My Hobbies on YouTube