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Assessing Competencies to Determine Learning and Training Needs Premium Content

Saturday, November 27, 2010 - by Jim Graber

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To assess competencies, learning professionals - not just performance professionals - must work with a competency model that is measurable, one that identifies the competencies of the position or job, as well as the behavioral indicators, behavioral anchors, or work outputs and quality requirements.

Most often, learning and performance professionals will be given competency models by consultants or HR professionals - or perhaps even by corporate headquarters. Your task is to use the established model to assess individual workers and compare the results to the model. This process allows identification of the worker's performance gaps and strengths. You will likely encounter six types of assessments, each with its own special strengths and weaknesses.

Self-assessments

A self-assessment allows individuals to evaluate themselves against a competency list with behavioral indicators, behavioral anchors, or work outputs. If an organization has completed job-specific competency models, an individual may have the option of choosing one or several assessments of greatest pertinence to his career interests from a large library of assessments. A tool for reflection, self-assessments are useful because they can give individuals clues about their areas of strength or weakness. An advantage of this approach is that it is fast and does not require much data gathering or number crunching. A disadvantage is that the results may not be all that accurate because the data reflects only the viewpoint of one person.

Manager assessments

Manager assessments are evaluations of a manager's direct reports. The competencies included in the assessment come from a relevant competency model (for current job or future jobs of interest). Once the manager completes an individual's assessment, the results are useful for creating targeted development plans and for selecting current or future work assignments. Like a competency self-assessment, an advantage of this approach is that it is fast (it can usually be completed within 30 minutes) and with supporting technology can be done with little or no administrative effort. A disadvantage, like the self-assessment, is that the results represent only one of many possible perspectives. Depending on the types of competencies being assessed, this can be a significant limitation. For example, if teamwork is a required competency, wouldn't it be valuable to hear from peers who have been teammates?

360-degree assessments

Sometimes called a multi-rater, full-circle assessment, a 360-degree assessment collects data in a full circle around an individual. The assessment may be based on a general (for example, leadership) or job-specific competency model. These 360-degree assessments have become a well-accepted, widely used measure of competencies in part because of the inherent attractiveness of comparing different perspectives to one's self-rating. Although not easy to administer, a 360-degree assessment is simpler to develop than some of the other ways of measuring competencies, such as skill tests, assessment centers, and certifications. Using competencies as measured by behavioral indicators or work outputs with quality requirements, individuals are asked to rate themselves. At the same time, other people - such as an immediate supervisor, peers, subordinates, and possibly internal customers, external customers, and suppliers - are also invited to rate the individual's competencies. An average score is then calculated for each group. Some 360-degree reports provide scores for each respondent group, and some combine all the respondent groups into one rating to compare to self-ratings.

An important assumption of the 360-degree assessment is that greater objectivity can be gained when an individual's self-rating is compared to the average of others. According to Max DePree in Leadership Is an Art, every person is really three people: the person you think you are, the person others think you are, and the person you really are. By comparing self-ratings to ratings by others, individuals can discover the mysterious "person others think they are" and compare that to the "person they think they are." This can lead to profound conclusions and possibly motivate people to narrow performance or development gaps. It may also suggest strengths that can be advantageously leveraged for oneself and others.

A further advantage of a 360-degree assessment is that it can reveal blind spots (the classic example is the supervisor who incorrectly believes his direct reports appreciate his management style) or suggest areas for improvement. It can also provide information from more than a single source, revealing different realities. (For example, an individual may communicate well with peers but not with her boss.) One possible disadvantage of a 360-degree assessment is that it is subject to a variety of rater errors (for example, "halo effect"or "horn effect" in which one good or bad deed can exert excessive influence on an assessor). Another possible disadvantage is that not all raters are equally capable of rating people on behaviors linked to competencies because some raters (such as customers) have infrequent or highly focused contact with workers and may not observe the full range of behaviors that the individual performs.

180-degree assessments

A 180-degree assessment collects data in a half-circle around an individual. Using competencies as measured by behavioral indicators, behavioral anchors, or work outputs with quality requirements, individuals are asked to rate themselves. At the same time, other people - typically an immediate supervisor and several subordinates only - are invited to rate the individual's competencies.

Some organizations prefer the 180-degree assessment over the 360-degree assessment because it takes less time and less administrative effort. A disadvantage is that important perspectives may be left out.

Assessment centers

An assessment center provides an environment in which simulation of the work is performed. First, a job study is conducted to identify what individual performers do and the results they achieve. Next, raters are selected and trained to evaluate others. (Sometimes the raters have performed the job.) The raters observe the worker as he performs the simulations and then provide ratings based on the observed behaviors or the work outputs produced as measured against the previously identified requirements. Assessment centers have been frequently used to measure teamwork and leadership skills. When making selections of executives, or when assessing the development needs of executives, assessment centers are often useful.

Reference

Max DePree, Leadership Is an Art (2004)

Note: This article is excerpted from Competency-Based Training Basics.

2010 ASTD, Alexandria, VA. All rights reserved.

Assessing Competencies to Determine Learning and Training Needs

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