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Jamie Lawrence

Wagestream

Insights Director

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Case study: how to assess emerging talent

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The company and the challenge

JT (formerly Jersey Telecom) is halfway through a five-year growth strategy, initiated in 2011 to transform the Group into a global communications business. Already, JT has nearly doubled its value after expanding its global reach, introducing new services, undertaking strategic acquisitions and creating new global partnerships. However, while rapid growth can increase revenues, it also challenges a business to think about succession planning for its leadership and management roles.

“Our growth rate meant we needed to create a pathway for our emerging talent,” said Nicola Reeves, JT’s Head of Performance & People Development.

"Previously, if there was a management vacancy, we’d often recruit an external candidate. However, because new career opportunities were beginning to open up internally, we wanted to start preparing people in the organisation with leadership potential, so they could take on more responsibility.”

JT began by mapping out the desired leadership and management competencies. An initial group of 19 employees who were judged to have the aptitude to progress into management roles were then selected from across the business.

Assessing strengths

To determine the strengths and development needs of the group, assessment company Talent Q created a process which involved a development centre, a personality questionnaire and competency-based interviews, supported by one-to-one feedback.

The development centre featured a case study in which delegates worked in small teams to resolve a ‘crisis scenario’ at JT. Each team presented their recommendations to a panel of assessors.

“Each team was observed throughout and their behaviours and contributions were assessed against the core managerial competencies,” said Nicola Reeves. “Delegates were extremely positive about the development centre, saying that it gave them a real insight into what it means to be a manager at JT.”

Each delegate later had a competency-based interview during which they were asked to describe situations where they had demonstrated the key competencies. Talent Q then held one-to-one feedback reviews where each was given a written report with the results of their personality questionnaire and in-depth feedback on the various aspects of the development centre.

“They all received personal feedback,” said Nicola Reeves. “This process helped to clarify not only their strengths but also their development needs for the future.”

A range of in-house development programmes, secondments, projects and mentoring schemes were then instigated by JT to help individuals address their development needs. Delegates also worked together on group initiatives.

Identifying successors

Six months later, the delegates undertook Talent Q’s 360-degree feedback assessment, to monitor their behaviour in their jobs.

“Across the board, the 360-degree feedback results showed a marked improvement in delegates’ competency, over their development centre feedback,” said Nicola Reeves. “Increasingly, they were seen as innovative high performers and were described as being better communicators, better decision makers and more committed to JT.”

As a result of the process, 13 delegates have been promoted into new positions or have expanded their responsibilities, and six others are waiting to take on new roles. Also, nine people from this group have been identified as potential successors to JT’s top 40 roles.

“The resultant changes in roles and responsibilities provide the ultimate evaluation that this development investment was worthwhile,” said Nicola Reeves.

Top tips for success

Nicola Reeves offers eight tips for running a successful succession planning programme:

  1. Be transparent about the nature of your programme and its objectives. Explain that you want to create a pool of motivated and capable people who can step up to management and leadership roles. Let people ask their managers if they want to be considered for the programme.
  2. Be objective in your choice of people. Highlight that you want strong performers with good potential. Get the endorsement and agreement of their managers that they are the right people.
  3. Manage the expectations of those who are chosen. The programme should be an opportunity for them to work on their skills gaps on a fast track basis. At the end, they may be ready to progress – or there may be further gaps that need to be addressed.
  4. Manage the concerns of those who aren’t chosen. If you make the criteria for selection clear, it becomes easier for line managers to explain to anyone why they haven’t been selected for the programme. Highlight that they are still good performers and they can still have a career path. Don’t make them feel that they have failed.
  5. Use assessments in the process. Without assessment, you could identify ‘high potential’ employees and their success will be a self-fulfilling prophecy. However, objective assessment ensures that progress is tracked from a fair and established starting point, and it helps to identify development needs.
  6. Be flexible in addressing development gaps. You have to strike a balance between empowering people to be responsible for their own development and supporting/facilitating them when necessary. You can create a set programme of interventions but don’t discount other options that might help people meet their development needs.
  7. Meet regularly with each individual to monitor their progress and sustain the momentum.
  8. Embed the programme in the business. Allow directors to choose projects that would benefit the business and create project teams to work on these priorities. Show the value of the programme and its impact within the business. 

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Author Profile Picture
Jamie Lawrence

Insights Director

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