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Strategic HR: Expanding the Power of
          Personality Assessments

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                                                      #TMwebinar
Strategic HR: Expanding the Power of
      Personality Assessments

 Speaker:     Jarrett Shalhoop
              Senior Consultant, Global Alliances
              Hogan Assessments


 Moderator:   Kellye Whitney
              Managing Editor
              Talent Management magazine




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                                                               #TMwebinar
Strategic HR: Expanding the Power of
      Personality Assessments


                  Kellye Whitney
                  Managing Editor
                  Talent Management magazine




                                       #TMwebinar
Strategic HR: Expanding the Power of
      Personality Assessments


                Jarrett Shalhoop
                Senior Consultant, Global Alliances
                Hogan Assessments




                                            #TMwebinar
Click to edit Master title style


STRATEGIC HR: EXPANDING THE POWER
   OF PERSONALITY ASSESSMENTS
            Jarrett H. Shalhoop, Ph.D.
               Hogan Assessments
Click to edit Master title style
Agenda

   → What is Personality?

   → Common Applications of Personality in HR

   → Defining Strategic HR

   → Implications for Individual Assessment

   → Case Studies

   → Questions



                                                8
Personality
Click to edit Master title style
                       State vs. Trait Debate
State:
Situational influences on behavior

Trait:
Characteristics that influence behavior across situations

Observable Characteristics:
Identity vs. Reputation




                                                            9
Poll to edit Master title style
ClickQuestion
• How are personality assessments used in
  your organization? (check all that apply)
  –   Employee selection
  –   Leadership development
  –   Coaching
  –   Succession planning
  –   Team building
  –   Other
  –   We do not use personality assessment




                                              10
Typical edit Master
Click to Applications title style

  EMPLOYEE SELECTION
  Characteristics that promote performance


  LEADERSHIP DEVELOPMENT
  Enhance self-awareness and create development plans


  COACHING
  Targeting specific behavioral patterns


  TEAM DYNAMICS
  Interaction styles and conflicts

                                                        11
Typical edit Master
Click to Applications title style
   Used to improve decisions on an individual or
   small team basis

   Few organizational-level analyses

   Not used to inform large-scale decisions




                                                   12
Click to edit Master title style
Strategic HR
                              Definition

 • Views people as a key asset

 • Source of competitive advantage

 • Antithetical to a systems perspective




             Shaping policies, processes, or strategy around
                      the management of talent



                                                               13
Poll to edit Master title style
ClickQuestion
• How often are individual assessment data used to
  inform strategic HR management decisions in your
  organization?

       –   Never
       –   Almost never
       –   Occasionally
       –   Frequently
       –   Always




                                                     14
Strategic Implications
Click to edit Master title style

In aggregate, individual data inform about the broader workforce


                                                         Shared
  Strengths       Shortcomings       Work Styles
                                                         Values



Data are of substantial value for strategic decision making




                                                                   15
Case Study: Master title
Click to edit Recruitmentstyle

               Global Pharmaceutical Organization


3,500 candidates                  • Personality assessment used to
                                    evaluate candidates
2 sales positions
• Relationship-based sales role   • Research-based target profile
                                    used for screening
• Technical sales role




                                                                     16
Case Study: Master title
Click to edit Recruitmentstyle




Sales Role 1 (blue)             Sales Role 2 (red)
•Recruiting close to profile    •Quality of recruitment pool may
•Lots of qualified candidates    be questionable
                                •Improve pre-screening processes
                                                                   17
Case Study: Master title style
Click to edit Organizational Design

                Transportation and Logistics Services


• Fortune 500                       • Two personality assessments
                                      used to develop high-potential
• Top 25 largest global employers     employees
                                        •Day-to-day style
• More than 1,500 high-potential        •Potential derailers
  managers across 10 years




                                                                       18
Case Study: Master title style
Click to edit Organizational Design
                       Manager Profile Results

Interpretation:                   Day-to-Day     Derailers

•   Assertive
•   Quiet
•   Process-oriented
•   Practical
•   Reserved
•   Micromanagers
•   Conflict averse



                                                             19
Case Study: Master title style
Click to edit Organizational Design
Restructuring Recommendations             Assessment Data Suggest


 • Empower local decision making       • Talent lies with execution
 • Managers to engage in key           • Task-focused managerial
   account relationship                  profiles
   management


                               Outcomes

  • Local decision-making is more focused on operational matters
  • Key account relationships lie with CRMs, not senior country/regional
    managers

                                                                           20
Cross-cultural Implications
Click to edit Master title style

  1   Personality differs across cultures


      Personality has implications for leadership,
  2
      engagement, negotiation, relationships,
      integrity, etc.

  3   These attributes are important for multi-
      national organizations


                                                     21
Cross-cultural Implications
Click to edit Master title style
Leadership in China          Leadership in the U.S.
• Guanxi                     • Competitive
• Importance of “Face”       • Assertive
• Collectivist               • “Great man” theory




    Data support these different leadership styles
                                                      22
Cross-cultural Implications
Click to edit Master title style
   Meaningful Differences
                            Day-to-Day   Derailers


Day-to-day
   • Consensus building
   • Confrontational
   • Process-oriented
Derailers
   • Low autonomy
   • Confront issues
   • Demanding of DRs




                                                     23
Cross-cultural Implications
Click to edit Master title style
     Strategic Implications

• Global competency
  modeling
• Leadership styles
• Training and development
  program design
• Centralized talent
  management programs




                                   24
Summary
Click to edit Master title style

• Current use of personality data is limited
• These data are very informative
• Appropriate analyses can yield new insights
• Strategic HR decisions can be improved though
  consistent assessment programs
• The added value of this information is rarely
  considered


                                                  25
Click to edit Master title style

        Questions & Answers
            info@hoganassessments.com
            www.hoganassessments.com
                      @Shalhoop
              Jarrett H. Shalhoop, Ph.D.
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Strategic HR: Expanding the Power of Personality Assessments

  • 1. Strategic HR: Expanding the Power of Personality Assessments You can listen to today’s webinar using your computer’s speakers or you may dial into the teleconference. If you would like to join the teleconference, please dial 1.408.600.3600 and enter access code: 497 505 560 # You will be on hold until the seminar begins. #TMwebinar
  • 2. Strategic HR: Expanding the Power of Personality Assessments Speaker: Jarrett Shalhoop Senior Consultant, Global Alliances Hogan Assessments Moderator: Kellye Whitney Managing Editor Talent Management magazine #TMwebinar
  • 3. Tools You Can Use • Q&A – Click on the Q&A icon on your floating toolbar in the bottom right corner. – Type in your question in the space at the bottom. – Click on “Send.” #TMwebinar
  • 4. Tools You Can Use • Polling – Polling question will appear in the “Polling” panel. – Select your response and click on “Submit.” #TMwebinar
  • 5. Frequently Asked Questions 1. Will I receive a copy of the slides after the webinar? YES 2. Will I receive a copy of the recording after the webinar? YES Please allow up to 2 business days to receive these materials. #TMwebinar
  • 6. Strategic HR: Expanding the Power of Personality Assessments Kellye Whitney Managing Editor Talent Management magazine #TMwebinar
  • 7. Strategic HR: Expanding the Power of Personality Assessments Jarrett Shalhoop Senior Consultant, Global Alliances Hogan Assessments #TMwebinar
  • 8. Click to edit Master title style STRATEGIC HR: EXPANDING THE POWER OF PERSONALITY ASSESSMENTS Jarrett H. Shalhoop, Ph.D. Hogan Assessments
  • 9. Click to edit Master title style Agenda → What is Personality? → Common Applications of Personality in HR → Defining Strategic HR → Implications for Individual Assessment → Case Studies → Questions 8
  • 10. Personality Click to edit Master title style State vs. Trait Debate State: Situational influences on behavior Trait: Characteristics that influence behavior across situations Observable Characteristics: Identity vs. Reputation 9
  • 11. Poll to edit Master title style ClickQuestion • How are personality assessments used in your organization? (check all that apply) – Employee selection – Leadership development – Coaching – Succession planning – Team building – Other – We do not use personality assessment 10
  • 12. Typical edit Master Click to Applications title style EMPLOYEE SELECTION Characteristics that promote performance LEADERSHIP DEVELOPMENT Enhance self-awareness and create development plans COACHING Targeting specific behavioral patterns TEAM DYNAMICS Interaction styles and conflicts 11
  • 13. Typical edit Master Click to Applications title style Used to improve decisions on an individual or small team basis Few organizational-level analyses Not used to inform large-scale decisions 12
  • 14. Click to edit Master title style Strategic HR Definition • Views people as a key asset • Source of competitive advantage • Antithetical to a systems perspective Shaping policies, processes, or strategy around the management of talent 13
  • 15. Poll to edit Master title style ClickQuestion • How often are individual assessment data used to inform strategic HR management decisions in your organization? – Never – Almost never – Occasionally – Frequently – Always 14
  • 16. Strategic Implications Click to edit Master title style In aggregate, individual data inform about the broader workforce Shared Strengths Shortcomings Work Styles Values Data are of substantial value for strategic decision making 15
  • 17. Case Study: Master title Click to edit Recruitmentstyle Global Pharmaceutical Organization 3,500 candidates • Personality assessment used to evaluate candidates 2 sales positions • Relationship-based sales role • Research-based target profile used for screening • Technical sales role 16
  • 18. Case Study: Master title Click to edit Recruitmentstyle Sales Role 1 (blue) Sales Role 2 (red) •Recruiting close to profile •Quality of recruitment pool may •Lots of qualified candidates be questionable •Improve pre-screening processes 17
  • 19. Case Study: Master title style Click to edit Organizational Design Transportation and Logistics Services • Fortune 500 • Two personality assessments used to develop high-potential • Top 25 largest global employers employees •Day-to-day style • More than 1,500 high-potential •Potential derailers managers across 10 years 18
  • 20. Case Study: Master title style Click to edit Organizational Design Manager Profile Results Interpretation: Day-to-Day Derailers • Assertive • Quiet • Process-oriented • Practical • Reserved • Micromanagers • Conflict averse 19
  • 21. Case Study: Master title style Click to edit Organizational Design Restructuring Recommendations Assessment Data Suggest • Empower local decision making • Talent lies with execution • Managers to engage in key • Task-focused managerial account relationship profiles management Outcomes • Local decision-making is more focused on operational matters • Key account relationships lie with CRMs, not senior country/regional managers 20
  • 22. Cross-cultural Implications Click to edit Master title style 1 Personality differs across cultures Personality has implications for leadership, 2 engagement, negotiation, relationships, integrity, etc. 3 These attributes are important for multi- national organizations 21
  • 23. Cross-cultural Implications Click to edit Master title style Leadership in China Leadership in the U.S. • Guanxi • Competitive • Importance of “Face” • Assertive • Collectivist • “Great man” theory Data support these different leadership styles 22
  • 24. Cross-cultural Implications Click to edit Master title style Meaningful Differences Day-to-Day Derailers Day-to-day • Consensus building • Confrontational • Process-oriented Derailers • Low autonomy • Confront issues • Demanding of DRs 23
  • 25. Cross-cultural Implications Click to edit Master title style Strategic Implications • Global competency modeling • Leadership styles • Training and development program design • Centralized talent management programs 24
  • 26. Summary Click to edit Master title style • Current use of personality data is limited • These data are very informative • Appropriate analyses can yield new insights • Strategic HR decisions can be improved though consistent assessment programs • The added value of this information is rarely considered 25
  • 27. Click to edit Master title style Questions & Answers info@hoganassessments.com www.hoganassessments.com @Shalhoop Jarrett H. Shalhoop, Ph.D.
  • 28. Join Our Next TM Webinar Mobile and Social Technologies to Empower a Business Agility Revolution Thursday, May 17, 2012 • TM Webinars start at 2 p.m. Eastern / 11 a.m. Pacific Register for upcoming TM Webinars at www.talentmgt.com/events Join the Talent Management magazine Network http://network.talentmgt.com/ #TMwebinar