1. an effective self assessment system
Implementing
an effective self assessment system
Overall description of ExpertSelect’s approach

2. Objectives CONTENTS CONTENTS Who we are?
Management Information Requirement Analysis
Who we are? u
Objectives
Help individuals in an organization assess independently the needs for improving their professional performance, attitude, etc.
Increase each individual’s awareness of the need to take action in order to resolve eventual shortcomings, improve given skills, etc.
Provide each individual with recommended improvement actions addressing the needs identified: attend a training, request a specific coaching, etc.
Objectives u
Management Information Requirement Analysis
Our expertise u
Deliverables u
Management Information Requirement Analysis
Issues we address u
Prerequisites u
Management Information Requirement Analysis
Issues we address u
Implementation u
Management Information Requirement Analysis
Benefits to users u
Benefits u
Management Information Requirement Analysis
Business case u
Scoping your need u

3. Deliverables – Overall description
CONTENTS
CONTENTS
Management Information Requirement Analysis
Who we are? u
Deliverables – Overall description
A custom-tailored Web-based system, with your company’s “look and feel”, which can be maintained, at your choice, on our or your own server
Two options proposed:
OPTION A (simplified system): The system identifies the criticality of the need and an internal respondent to whom the person self-assessing his skills can refer to in order to discuss and decide what improvement measures can be envisaged.
OPTION B (fully-fledged system): In addition to identifying the criticality of the need to improve, the system will propose a choice of detailed actions the person self-assessing his skills can choose from to address his individual needs. For each action proposed, the system will also provide access to a fact-sheet documenting in detail what the action proposed entails. This could be a participation in a specific training, proposed as part of an internal or an outsourced program, or any other appropriate measure.
The flexibility to start with OPTION A and move at a later stage to OPTION B
Objectives u
Management Information Requirement Analysis
Our expertise u
Deliverables (1 of 4) u
Management Information Requirement Analysis
Issues we address u
Prerequisites u
Management Information Requirement Analysis
Issues we address u
Implementation u
Management Information Requirement Analysis
Benefits to users u
Benefits u
Management Information Requirement Analysis
Business case u
Scoping your need u

4. Deliverables – Customization work involved
CONTENTS
CONTENTS
Management Information Requirement Analysis
Who we are? u
Deliverables – Customization work involved
Customization work common to OPTIONS A and B, involves 5 important tasks:
TASK N°1: Understand the overall activity, mission and objectives of the organization, its values and the prevailing corporate climate.
TASK N°2: Agree the various populations included in the scope of the project, understand their tasks and the skills required to perform them efficiently.
TASK N°3: Agree the scope of categories and detailed skills the self-assessment questionnaires should cover.
TASK N°4: Develop - based on the 3 previous tasks - a proposed questionnaire for each population and get it approved.
TASK N°5: Agree rules for assessing the criticality of training and reinforcement needs identified as a result of responding to the questionnaires.
OPTION A will involve in addition, designating who the person self-assessing his skills can refer to, in order to envisage what improvement action is needed and possible
OPTION B will involve in addition, assigning to each answer a choice of recommended improvement actions, and developing for each one a descriptive fact-sheet
Objectives u
Management Information Requirement Analysis
Our expertise u
Deliverables (2 of 4) u
Management Information Requirement Analysis
Issues we address u
Prerequisites u
Management Information Requirement Analysis
Issues we address u
Implementation u
Management Information Requirement Analysis
Benefits to users u
Benefits u
Management Information Requirement Analysis
Business case u
Scoping your need u

5. Action highly critical
CONTENTS
CONTENTS
Management Information Requirement Analysis
Who we are? u
Deliverables – Basic rationale of Questionnaires
For each skill covered, the person answering the questionnaire is asked to rate
His competence
Using the following five-position scale:
. Not competent
. Some competence
. Fairly competent
. Very competent
. Extremely competent
The importance of the skill
Using the following similar five-position scale:
. Not important
. Some importance
. Fairly important
. Very important
. Extremely important
He does this with reference to his current job, and only for skills he feels are relevant to his current position (leaving other skills blank)
By combining answers on both ratings for each skill rated, the system assigns automatically a recommendation as to the criticality of a required action
Objectives u
Management Information Requirement Analysis
Our expertise u
Deliverables (3 of 4) u
Management Information Requirement Analysis
Issues we address u
Prerequisites u
Management Information Requirement Analysis
Issues we address u
Implementation u
Management Information Requirement Analysis
Benefits to users u
Benefits u
Management Information Requirement Analysis
Business case u
Scoping your need u
Extremely competent +
Not important
Not competent
Extremely important
No action needed
Action highly critical

6. Deliverables – Illustration of fully-fledged system (Option B)
CONTENTS
Management Information Requirement Analysis
Who we are? u
Our expertise
Issues we address
Benefits to users
Business case
Objectives
Deliverables (4 of 4)
Implementation
Benefits
Prerequisites
Deliverables – Illustration of fully-fledged system (Option B)
Scoping your need
Questionnaire
Results
Suggested action
fact sheet

7. Prerequisites CONTENTS CONTENTS Who we are?
Management Information Requirement Analysis
Who we are? u
Prerequisites
OPTION A (simplified system):
No pre-existing training programs in place needed, but resources need to be in place and prepared to address on an individual/ad hoc basis requests for training and coaching
OPTION B (fully-fledged system)
Training programs either organized internally or outsourced (a mix of both is also possible) need to be available. If no training program exists beforehand, it will need to be created first.
Objectives u
Management Information Requirement Analysis
Our expertise u
Deliverables u
Management Information Requirement Analysis
Issues we address u
Prerequisites u
Management Information Requirement Analysis
Issues we address u
Implementation u
Management Information Requirement Analysis
Benefits to users u
Benefits u
Management Information Requirement Analysis
Business case u
Scoping your need u

8. “Best in class” companies are all moving towards such systems …

9. Implementation CONTENTS CONTENTS Who we are?
Management Information Requirement Analysis
Who we are? u
Implementation
A project to implement an efficient self-assessment system will normally be structured in 7 steps:
Conduct preliminary interviews for understanding the organization and scoping the project
Write up questionnaires
Link each answer to questionnaires with a choice of recommended actions
Ensure a proper descriptive fact sheet is available for each recommended action
Program a Web-based system to meet client’s front-users’ and back-office requirements (to maintain and update easily the system)
Install the system on client’s (or on ExpertSelect’s) server, ensuring compliance with client’s « look and feel » standards
Test and launch new system
Objectives u
Management Information Requirement Analysis
Our expertise u
Deliverables u
Management Information Requirement Analysis
Issues we address u
Prerequisites u
Management Information Requirement Analysis
Issues we address u
Implementation u
Management Information Requirement Analysis
Benefits to users u
Benefits u
Management Information Requirement Analysis
Business case u
Scoping your need u

10. Benefits CONTENTS CONTENTS Who we are?
Management Information Requirement Analysis
Who we are? u
Benefits
Promote on a company-wide basis positive values such as: care for personnel, encouragement of personal initiative, etc.
Help leverage/optimize the company’s investments in training programs and coaching resources
Create at the organization’s level an overall stimulus to take personal initiative, by linking with performance evaluation procedures in place
Generate an impact on company’s global performance
Objectives u
Management Information Requirement Analysis
Our expertise u
Deliverables u
Management Information Requirement Analysis
Issues we address u
Prerequisites u
Management Information Requirement Analysis
Issues we address u
Implementation u
Management Information Requirement Analysis
Benefits to users u
Benefits u
Management Information Requirement Analysis
Business case u
Scoping your need u

11. Scoping your need CONTENTS Who we are? Our expertise Issues we address
Management Information Requirement Analysis
Who we are? u
Our expertise
Issues we address
Benefits to users
Business case
Objectives
Deliverables
Implementation
Benefits
Prerequisites
Scoping your need
Answer the following 8 questions to help us scope your need precisely and come up with our best financial offer:
What type of system are you envisaging: o OPTION A (simplified system)
o OPTION B (fully-fledged system)
In case you answered OPTION A:
Have you already designated people
in the organization who will act as coaches
to orient people? o Yes o No
In case you answered OPTION B:
- Is there a training program already in place? o Yes o No
- Are fact sheets describing each training available? o Yes o No
In what languages should the system be available: o French o Dutch
o English o Spanish
o Italian o German
o Other – Specify: ________________
What populations should the system address: o Top Executives Number: _____
o Middle management Number: _____
o Employees Number: _____
o Support/admin staff Number: _____
What type of skills will the system address: o Work-content related skills
o Managerial and attitudinal skills
o Other - Specify: ________________
Would you prefer the system to be maintained: o On our server o On your server
Desired date for the system to be up and running ? Specify date: ___________________

12. Your contact at ExpertSelect
Michael BERTRAND
Commercial Engineer SOLVAY Business School (ULB)
25 years experience in management consulting
5 years as Strategy Director with the Fortis Group
Wide international experience
In many activity sectors
Specializing since 3 years in HR consulting
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