Category Archives: Assessments

Case Study: Team Tuning

Many businesses are blessed with highly motivated and engaged staff who are industriously working toward their strategic goals.  Working as a team comes naturally to these employees and they are keen to find ways to work better together.  I was fortunate enough to work with one such team recently to fine-tune their team performance.

Process

All five members of the team completed the online assessment of their behavioural and work preferences.  On the day before the team coaching session, they received their individual Harrison Assessments reports.

A team paradox report, displaying all team members’ scores for each trait on one graph formed the basis of our team meeting.  Because we had only two hours for discussion, the agenda focused attention on four facets of the team report:  Motivation, Communication, Innovation and Organisation.

For each of these areas, we analysed and discussed the relative strengths of the team members to determine what was important to the team, how the strengths have helped them to date and what difficulties were present now.

Brainstorming of actions that would help the team capitalise on individual strengths and achieve the organisation’s goals resulted in a list of individual SMART actions. (SMART = Specific, Measurable, Achievable, Realistic, Time-framed.)

Results

Several factors that could be used to bring the team to peak performance were uncovered via assessment and the team discussion.  Here are a few examples:

  • One team member is highly organised and this strength will be put to good use in developing systems and processes in the business.
  • There is a team member who is not always comfortable putting forward their opinions or giving feedback.  Once the rest of the team were aware of this, they were able to explore ways to make it easier for that person to communicate with them in productive ways.
  • Some team members require more structure to their work, while others find structure frustrating.  Awareness of individual needs made it easy for others to suggest ways to accommodate those needs.

Benefits

On completion of the team meeting, the team had:

  • A better understanding of each others’ strengths, values and needs,
  • New, more effective, ways to work together,
  • Individual and collective accountability, with each member of the team responsible for specific actions that would make the team more effective and
  • Renewed commitment to their common goals.

Could this work help your team? Call us on 1300 785 150.

 

Why I Dropped Kathy and Picked Up Dan*

This article was prompted by questions from readers…

Many people within financial services are familiar with the Kolbe system of measuring ‘Action Modes’.  An individual’s Kolbe profile is a good tool for coaching and team development and I’ve used it in these ways, before I started using Harrison Assessments (HA).

There are similarities between the two approaches (online, accessible to any sized organisation, multiple uses) and I won’t explore the theory behind them in this article.  There are three differences that prompted my decision:

1. Level of detail

If I tell you my Kolbe is 8652 (Strategic Planner), experienced Kolbe users will know quite a lot about me.  It will be a generalisation, of course, as each number is a score out of 10 for each of the four different modes (Fact Find, Follow Through, Quick Start and Implementor).

I admit I can’t give you a quick summary, in numbers or words, of my HA profile, although you’ll find some of the details on our website.  This is because HA measures 156 different traits on a 1-10 scale, resulting in reports that are unique to the individual, rather than classifying them as an ‘Innovator’ or ‘Mediator’ for example.  The 156 traits are made up of personality, task preferences, interests, work environment preferences and motivations.

The reports themselves provide detailed interpretation for the end user.  For example, for a job candidate who has a low score on ‘Analyses Pitfalls’:  “Joe usually does not enjoy analysing the potential difficulties of plans or strategies and may sometimes neglect to do so.  Therefore, it would be best if he were to receive other input before making important strategic decisions.  Joe’s lack of enjoyment of analysing potential problems will probably have a somewhat negative impact on job satisfaction and/or performance.”  How good would it be to know this information before you appoint a new manager?

This is focussed, practical information you can use right away, either in a second interview or to coach the new employee.

2. Data utilisation

One set of data from one 20-30 minute online questionnaire is used to produce all the reports below, listed by application: 

  • Candidate Screening – Job Success Analysis, Group Screening Report
  • Candidate Interviewing and Selection – Interview Guide, How to Attract this Candidate, Paradox Graph and Narrative, Traits and Definitions Report, Summary and Keywords Report
  • Retention and Development – How to Manage, Develop and Retain, Development for Position, Development by Trait, Paradox Graph and Narrative
  • Team Development – Team Paradox Graph, Trait Export
  • Career Guidance and Development – Career Options, Career Development, Career Comparison

To see samples of these reports, please visit our website.

3. Customisability

Because HA is based on work performance research, there is the facility to compare employees and/or candidates to job templates for a specific role.  There are over 200 generic templates in the system and each one can be customised to the requirements of the job and the employer.  We’ve even adjusted templates to check for a good match with the manager.

For our clients in financial services, we have developed a set of templates which we then modify to their specific business requirements.  For example, it they’re hiring a paraplannner and want them to have significant client contact, we would ensure traits such as ‘Outgoing’ and ‘Diplomatic’ are included in the template.

This flexibility can also be applied to staff and team development.  If, for example, a broker is just not brining in the new business they were hire to achieve, we could assess their scores on a range of relevant traits, including traits such as ‘Persistent’ and ‘Optimistic’ and coach them to better performance by building on their areas of strength.  Of course – ideally – you would have known these scores before you hired them!

The detailed reports, as you can imagine, are invaluable for both team and individual coaching.  For teams, we are also able to plot all team members on the same chart, to give an easy to read overview of the team’s strengths and challenges.

The reason I chose to train and gain certification with Harrison Assessments:  So I can provide my clients with the best available information for people management decisions and coaching.

*Kathy Kolbe and Dan Harrison

Networking gets personal

Have you noticed how personal business has become recently? 

In this post-GFC era of distrust of corporations, we are relying more and more on the individual relationships we build to grow our businesses.  This is more important than ever before for financial services.

Yesterday I spoke with Dr Jim Taggart of Taggart Group about his recent doctoral thesis.  Jim chose to research the role of business networks and in particular the importance of trust, commitment and reciprocity to effective networking. 

This started me thinking about how you would select, or coach, employees who have a role that includes the important task of networking to bring in new business. 

Here are just five of the 155 traits measured by Harrison Assessments that I believe would enhance your team’s networking success:

  1. Outgoing – the tendency to be socially extroverted and enjoy meeting new people
  2. Warmth/empathy – the tendency to express positive feelings and affinity toward others
  3. Helpful – the tendency to respond to others’ needs and assist or support others to achieve their goals
  4. Optimistic – the tendency to believe the future will be positive
  5. Persistent – the tendency to be tenacious despite encountering significant obstacles

Other traits that could have a positive impact on networking include self-motivation, assertiveness, diplomacy, influencing, flexibility and tolerance of bluntness.  On the other hand, care should be taken to avoid employing someone to this type of role if their profile shows they are blunt, dogmatic or self-sacrificing.

Every one of these traits can be measured as part of our online assessment that takes less than half an hour.  You can try it for yourself here.

It is possible to assess these traits in your selection process.  Employees can also improve their performance through coaching, once you know their strengths.

Imagine how your business could benefit from knowing your employees better.

What I learnt about business in two days in Hong Kong

Last week I attended expert level training on Harrison Assessments, delivered by the founder, Dr Dan Harrison.  It was wonderful to have the opportunity to learn from Dan himself, as well as the many experienced users from around Asia.

It was also my first visit to Hong Kong and led me to reflect on what we could learn from the locals about doing business better.  Here’s my summary:

  1. Welcome clients like old friends, with respect and hospitality.
  2. Do your best to anticipate their needs so you make it as easy as possible for them to do business with you.
  3. Have a clear structure and processes so they know what will happen next and why – and who is responsible.

If you did just these three things, why would your clients ever want to go anywhere else?

1 in 3 candidates lie. Will you hire a liar?

Applying for their dream job, or any job, can bring out the worst in some people.  Studies consistently show that at least a third of all candidates are prone to ‘embellish’ their suitability for the job they want.

What do candidates lie about?

The three most common lies you will encounter in a recruiting situation are:

1. Falsifying or exaggerating qualifications, often including courses that were started but never finished.

2. Inflating experience or expertise by inflating past salaries and titles, perhaps by exaggerating the level of involvement in important business deals.

3. Discrepancies in employment dates such as extending end dates to cover periods of unemployment.

How do you know you’re being lied to?

Experienced interviewers are good at reading the signs, but even obvious ‘clues’ may be misinterpreted:

  • Body language can be unreliable as an indicator of honesty in job interviews.  Perhaps anxiety, rather than dishonesty, is causing your interviewee to fidget or avoid eye contact.  How could you be sure?
  • Verbal cues may indicate incongruence between the facts and what they’ve claimed in their CV.  This may show up in extra words, fillers like ‘um’ and delayed answers to your questions as they try to think of the next lie.  On the other hand, this behaviour might be entirely natural under the pressure of a job interview.

There are some more subtle indicators of untruths in the interview:

  • Generalising and hypothesising when asked a behavioural question, such as ‘Can you tell me about a time when…’.  Behavioural interview questions work because they alert you to past behaviour, an excellent predictor of future behaviour.  If you get an answer starting with ‘I would have’ or ‘We did’, it’s time to drill down to what actually happened (as opposed to what might happen) and who was responsible (ideally, your candidate).
  • Avoiding answering the question.  Politicians are the experts at this!  When interviewing, you need to be like the persistent journalist:  If your question isn’t answered, repeat it until you get a satisfactory answer.

Why would you want to detect deception?

There are two main steps in the recruitment process where candidates are prone to deception in order to improve their chances:  the CV and the interview.

If these are your only sources of information for recruitment decisions, you are at risk of employing someone who may be dishonest in other aspects of their relationship with you, your colleagues and your clients.

Five steps to minimise the risk of hiring someone ‘careless with the facts’

1. Screen carefully for minimum eligibility requirements.  Don’t be dazzled by a sparkling resume if there are gaps in qualifications or experience.  The best way screen is by using an application process that includes an application form, either physical or online.

2. Check qualifications with the issuing institution.  Job applicants can – and do – falsify diplomas and transcripts.  Is not checking worth the risk to your business?

3. Use structured interviews with clear, concise and relevant questions, including behaviourally based questions.

4. Always reference check and include the question ‘Would you hire this person again?’

5. Use a personality test that specifically identifies deception and other behavioural tendencies that might lead to future problems.  The Harrison Assessments questionnaire is the most deception-proof in the assessment industry.

Paradox and the one little word you can’t ignore

accountability

A client in Western Australia recently called regarding a profile we had just provided for a candidate.  When shown the report, the candidate had questioned its validity because some of the traits listed appeared to be contradictory.

We notice contradictions because we are conditioned to thinking in terms of opposites:  good and evil, right and wrong, black and white.  The reaction to Tiger Woods in recent months is an example of this at work.  Our conditioning leads us to want an explanation of how, for instance, someone so brilliant and talented (at golf) could be so stupid.

The elusive ‘and’

A more realistic approach is to view individual characteristics in terms of complementarity rather than contrast.

Let’s explore what the paradox means in the real world

When you look at the people you already know well, are they always one thing or the other?  Or are they more complex, able to show a range of behaviours in different situations?

What about yourself?  Have you ever been told that you are, for example, an introvert when you know you can also be an extrovert?  Was there any value to you in being labelled this way?

You are an infinitely complex being.  We all are!  Imagine how boring and predictable life would be otherwise.

The power of paradox

So what was going on with our candidate mentioned above?  Why did his profile show he possessed some traits that we expect to be opposites of each other?

One of the unique strengths of Harrison Assessments is that, unlike other tools, it takes the apparent paradoxes in our makeup and uses them to predict behaviour.

Most behavioural assessments fail to provide this insight because they rely on a traditional bipolar approach of measurement, which assumes an either/or relationship between traits by placing two related positive qualities on either end of a scale.

Communication, for example, typically looks at Diplomatic and Frank as traits. By placing Diplomatic and Frank on either end of the same scale, the bipolar approach assumes that the more Diplomatic you are, the less Frank you are and vice versa.

This assumption is false.

paradox-technology2paradox-technology1

Paradox: You can be both Frank and Diplomatic or neither

When you want insights into employee behaviour, will measuring communication in one dimension give you all the information you need?

What is important is not whether a person is Frank or Diplomatic, but the extent of their frankness and diplomacy to understand how these traits compliment each other.

 paradox-technology-communicators paradox-technology-blunt-evansive

To learn more about Paradox technology, click here or give us a call.

The most common hiring mistake and how to avoid it

assessments for recruiting

Imagine you need to employ a new staff member…

What’s the first thing you do?  Write an ad?  Call HR?  Brief an agency?

You’ve just made the most common mistake of managers who decide to hire:  Missing the first step.

Allow me to explain…

Have you ever found yourself interviewing a job applicant and thinking “This is a total waste of time”?

Usually, you’ve come to this conclusion within a few seconds.  Unfortunately, you’re committed to carry on the interview until a reasonable time has elapsed for the candidate to believe they have had a fair hearing.

Why was this person, so clearly unsuited to the role, even sitting in front of you?

They were there because they had submitted an impressive application in response to an advertisement.

Clearly something was wrong in the process.  Either

1.  the advertisement was not specific enough about the requirements or

2.  the application was not adequately scrutinised for a match to the specific requirements of the role.

Start your recruitment process with one simple question and I guarantee it will be much faster, easier and more productive:

“What would it take for someone to be an outstanding performer in this role?”

(Because you only want to hire outstanding performers, don’t you?)

Here are three simple steps to help you define what you’re looking for in your ideal candidate:

1.  List all your requirements for the role (=success factors).  Include

  • skills
  • qualifications
  • work experience
  • values
  • attitudes
  • motivation
  • interpersonal skills
  • task and work environment preferences
  • interests

2.  Now decide which of these you must have (=essential criteria) and those which would be nice to have (=desirable criteria).

3.  Are there any personal characteristics which you definitely don’t want (= traits to avoid)?  For example, you might wish to avoid employing someone who has a strong desire for money while lacking the personal drive required to earn it.

Now – and not before – you are ready to ‘go to the market’ with your requirements.

Then:

  • Get ready to receive applications that are more relevant and targeted;
  • Stick to your wish list;
  • Evaluate the success of your recruitment campaign by the quality of the candidates, not by the number of applicants; and
  • Avoid wasting time in interviews that should never have been scheduled!

Tip:    Review your job descriptions to include success factors for more efficient and effective recruiting next time round.

Excuse me, your bias is showing

Do you think you’re good at judging people?  You are, but probably not in the way you think…

We all live complicated lives and nature has given us neurological shortcuts so we don’t have to relearn everything as we go.  For example, when we encounter a closed door, we don’t need to consciously think:  What is this?  What is it for?  Why is it here?  or How does it work? Instead, we grab the handle and walk through (perhaps with a little push/pull confusion on the way!)

Similar shortcuts are in operations when we interact with other people.  We are able to quickly assess a person based on our past experiences and conditioning.  This usually goes on beyond our awareness.  Efficient but not always accurate!

For more than a decade Project Implicit, based at Harvard University, has been tracking a whole range of our hidden prejudicial associations.  Curious about my own, I decided to try one of their Implicit Association Tests (IATs).  Being a feminist, mother of two girls, business woman and teacher, I thought I’d be pretty safe trying a test called ‘Gender-Career’.  Imagine my surprise (horror!) when I found my results showed that I strongly associated men with careers and women with family life.

Implicit biases are shown in the majority of the population.  At least I’m not alone.  And most of us don’t even know we are biased against certain groups.

How is this significant in business?

Our hidden prejudices predict how we respond to others.  They may impact on:

  • deciding on the best applicant for a role
  • evaluating others’ work performance
  • how friendly and inclusive we are towards team members

Tip:  Job interviews are a notoriously inaccurate way to predict workplace behaviour, even when conducted by experts.  Project Implicit shows that without using objective measures of job fit, we are often relying on judgements we aren’t aware of and can’t control.

Curious about your own biases?  You can visit Project Implicit online and take a test of your choice.

Overcoming ‘interview infatuation’

When I met Matthew Farrell, Principal of Five Pillars Financial Planning, he was in the process of selecting a new financial planner to support the growth of his business.

Matthew was impressed with a candidate but confided that one of the traps he’d fallen into in the past was loving someone at the interview, only to find they didn’t live up to expectations on the job.  This is a familiar scenario, especially when faced with a charming and enthusiastic interviewee.  

To ensure he didn’t make the same mistake this time, Matthew decided to use Harrison Assessments to determine the candidate’s suitability for the role.

1.  After the first meeting, we sent the candidate a ‘questionnaire invitation’ so that he could complete the online assessment overnight.
2.   We sent Matthew a draft job template for him to consider.
3.   Next morning, Matthew and I discussed the template and I made adjustments to the
template online.
4.   The candidate had completed the assessment so we were able to immediately run the
reports, comparing him to the customised template.
5.   Matthew and I discussed the reports and the candidate’s suitability straight away.

We asked Matthew to comment on his experience of using the Harrison Assessments:

“I was looking for an objective assessment tool that took away the temptation of me being swayed by the candidate’s pleasing personality and charm. I wanted to know if the candidate possessed the internal qualities required to perform in the position.

TIP:  Don’t let your heart rule your head!  Get some objective advice before you make decisions on the people in your business.


 

"The last couple of years at batyr has seen incredible growth and the Balance at Work team has supported us along the way. They have helped us improve leadership skills across the team by helping us source and manage mentors, and even engaging as mentors themselves. As a young and fresh CEO Susan has also supported me personally with genuine feedback and fearless advice to achieve great things. "
By Sam Refshauge, CEO, batyr
"We used the Harrison Assessment tools followed by a debrief with Susan, for career development with staff, which then allowed us to work with Susan to create a customised 360 degree review process. Susan has a wealth of knowledge and is able to offer suggestions and solutions for our company. She is always ready to get involved and takes the time to show her clients the capability of Harrison Assessments. "
By Jessica Hill, Head of People and Culture, Choice
"Balance at Work are the ideal external partners for us as they completely get what we are trying achieve in the People and Culture space. Their flexibility and responsiveness to our needs has seen the entire 360 approach being a complete success. The online tool and the follow up coaching sessions have been game changers for our business. The buzz in the organisation is outstanding. Love it! Thanks again for being such a great support crew on this key project."
By Chris Bulmer, National GM Learning and Development, ISS Australia
"We use Harrison Assessments with our clients to support their recruitment processes. We especially value the comprehensive customisable features that allow us to ensure the best possible fit within a company, team and position. Balance at Work is always one phone call away. We appreciate their valuable input and their coaching solutions have also given great support to our clients."
By Benoit Ribe, HR Solutions Manager, Polyglot Group
"The leadership team at Insurance Advisernet engaged Susan from Balance at Work to run our leadership development survey and learning sessions. Susan was very professional in delivering the team and individual strengths and opportunities for growth. Susan's approach was very "non corporate" in style which was refreshing to see. I can't recommend Balance at Work more highly to lead, employee and team development sessions."
By Shaun Stanfield, Managing Director, Insurance Advisernet

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