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Case Study: Leadership Assessment at Robinson Insurance
Agency
Todd Robinson, president of Robinson Insurance Agency,
couldn’t be happier. The company that Todd’s father, Edger,
started thirty years ago is prospering and poised for future
growth. Over the past three years, Robinson Insurance has
successfully purchased two regional insurance agencies whose
owners were ready for retirement. The acquisitions went
smoothly, and the firms merged under Todd’s capable
leadership. The company now has 13 branch offices, in five
different cities, in the greater Portland metropolitan area. The
headquarters office—the site of the original Robinson Insurance
Agency office—is located in the bustling downtown district in
Portland, Oregon.
At 56 years old, Todd Robinson has earned a reputation for
being a savvy businessman and a successful entrepreneur. He
hopes to acquire at least one other small agency in the next
year—a move that will expand the company by two additional
branch offices in suburban Portland neighborhoods. However,
managing the company is beginning to consume more and more
of Todd’s time and energy—time he would like to spend with
his family. Todd realizes that he needs to identify potential
middle and senior management leaders within the company who
can be trained to play a larger role in both day-to-day and
strategic decisions.
Todd knows that selecting individuals to fill future leadership
positions will be extremely critical to the long-term success of
the company. He wants to ensure that the individuals who are
identified for growth opportunities have the knowledge, skills
and abilities to move into new middle and senior leadership
positions as these positions are created. He also wants to ensure
that the new leaders will possess and exemplify the “Client
First” philosophy that characterizes the company. Frankly, he
has concerns that some current managers—especially those from
the agencies purchased by Robinson Insurance—may not fully
share the company’s values and may only give “lip service” to
the company’s customer-oriented values and practices.
However, with 13 branch offices, Todd isn’t as familiar with
each manger’s potential as he would like to be.
Thus, Todd has retained your services to help plan an
assessment-based professional development program. The goal
of the program is to identify people within the company who
have the potential for greater levels of responsibility and
authority, and then to invest in these individuals by providing
training and other professional growth opportunities. Todd also
wants help creating a succession plan to position the company
for long-term success, even after he retires in five to eight
years.
In a paper of at least 1750 – 2100 words (or 7-8 pages) in length
(excluding title, abstract and reference pages), describe a
comprehensive assessment plan for the company, including a
sound defense of the feasibility of the plan, to meet the
company’s leadership development objectives. In your paper,
address the following:
Discuss the key factors for identifying leadership potential.
Identify an assessment-based approach for identifying potential
among the managers at Robinson Insurance Agency. Describe
how assessment processes and assessment instruments can be
used to identify potential leaders and their leadership
development needs.
Include in your assessment approach
at least three specific assessment instruments
to evaluate leadership potential, justifying the use of each
assessment instrument for its intended purpose.
Identify the outcomes, data or information produced by each
assessment you propose in your plan, and review the
considerations for facilitating feedback from each type of
assessment.
Provide details of practical considerations of your plan, such as
who will implement which parts of the assessment plan (an
insider, an outsider, or a combination of both), what type of
certification may be necessary to administer each assessment,
and how the managers within Robinson Insurance will be
consulted and involved in the assessment process.
Identify the potential legal ramifications that may arise if
Robinson Insurance Agency implements an assessment-based
approach to identifying potential. Discuss ways of ensuring that
the approach you recommend for the company is legal and
justifiable.
You do NOT have to create a training and development plan for
the identified future leaders; you only need to detail the
assessment component of the plan and describe how the
assessment information might be used to design the
development activities.
In addition to your Scott and Reynolds (2010) textbook, the
assigned articles for the course, and any Internet sources you
reference to gather information about the assessments you have
chosen, reference
at least five additional scholarly sources
(academic journal articles) to support your plan.
References: (You may use at least 5 sources from below)
**Scott, J. C., & Reynolds, D. H. (Eds.). (2010).
Handbook of workplace assessment
. Retrieved from https://redshelf.com
Chapter 18: Global Applications of Assessment (Authors:
Ryan, M. & Tippins, N. T.)
Chapter 22: Assessing the Flaws in Our Assessment
Decisions (Author: Outtz, J. L.)
Chapter 24: Final Thoughts on the Selection and
Assessment Field (Author: Sackett, P. R.)
Atwater, L. E., Brett, J. F., & Charles, A. C. (2007). Multi-
source feedback: Lessons learned and implications for practice.
Human Resource Management, 46
(2), 285-307. https://doi.org/10.1002/hrm.20161
Campion, M., Fink, A., Ruggeberg, B., Carr, L., Phillips, G., &
Odman, R. (2011). Doing competencies well: Best practices in
competency modeling.
Personnel Psychology, 64
(1), 225-262.
Creative Organizational Design, Inc. (COD). (n.d.). Campbell
Leadership Index (CLI). Retrieved from
https://www.creativeorgdesign.com/tests_page.php?id=50 (Link
s to an external site.)
. This website describe the Campbell Leadership Index, an
assessment that measures characteristics associated with strong
leadership behaviors.
Eisenbraun, G. A. (2006, Feb-March). The pros and cons of
personality testing in the workplace.
Law Now, 30
(4), 17-19.
Goleman, D. [Talks at Google]. (2007, November 12). Daniel
Goleman: "Social Intelligence" | Talks at Google. [Video file].
Retrieved from
https://youtu.be/-hoo_dIOP8k (Links to an external site.)
. This YouTube video features Daniel Goleman speaking on
aspects of social and emotional intelligence. *Closed-captioning
available.
Gough, H.G. & Bradley, P.. (n.d.). CPI 260 Client Feedback
Report . Retrieved from
https://shop.cpp.com/en/cpiproducts.aspx?pc=67 (Links to an
external site.)
. The CPI 260 is a leadership assessment used widely to help
individuals determine leadership strengths and opportunities for
development. The CPI 260 is based on the California
Psychological Inventory, restructured to focus on leadership
behaviors.
Groves, K. S., McEnrue, M. P., & Shen, W. (2008). Developing
and measuring the emotional intelligence of leaders.
The Journal of Management Development, 27
(2), 225-250.
Joseph, D. L., & Newman, D. A. (2010). Emotional intelligence:
An integrative meta-analysis and cascading model.
Journal of Applied Psychology, 95
(1), 54-78.
Judge, T. A., Bono. J. E., Ilies, R. & Gerhardt, M. W. (2002).
Personality and leadership: A qualitative and quantitative
review.
Journal of Applied Psychology, 87
(4), 765-780. https://doi.org/10.1037/0021-9010.87.4.765

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Case Study Leadership Assessment at Robinson Insurance AgencyTo.docx

  • 1. Case Study: Leadership Assessment at Robinson Insurance Agency Todd Robinson, president of Robinson Insurance Agency, couldn’t be happier. The company that Todd’s father, Edger, started thirty years ago is prospering and poised for future growth. Over the past three years, Robinson Insurance has successfully purchased two regional insurance agencies whose owners were ready for retirement. The acquisitions went smoothly, and the firms merged under Todd’s capable leadership. The company now has 13 branch offices, in five different cities, in the greater Portland metropolitan area. The headquarters office—the site of the original Robinson Insurance Agency office—is located in the bustling downtown district in Portland, Oregon. At 56 years old, Todd Robinson has earned a reputation for being a savvy businessman and a successful entrepreneur. He hopes to acquire at least one other small agency in the next year—a move that will expand the company by two additional branch offices in suburban Portland neighborhoods. However, managing the company is beginning to consume more and more of Todd’s time and energy—time he would like to spend with his family. Todd realizes that he needs to identify potential middle and senior management leaders within the company who can be trained to play a larger role in both day-to-day and strategic decisions. Todd knows that selecting individuals to fill future leadership positions will be extremely critical to the long-term success of the company. He wants to ensure that the individuals who are identified for growth opportunities have the knowledge, skills and abilities to move into new middle and senior leadership
  • 2. positions as these positions are created. He also wants to ensure that the new leaders will possess and exemplify the “Client First” philosophy that characterizes the company. Frankly, he has concerns that some current managers—especially those from the agencies purchased by Robinson Insurance—may not fully share the company’s values and may only give “lip service” to the company’s customer-oriented values and practices. However, with 13 branch offices, Todd isn’t as familiar with each manger’s potential as he would like to be. Thus, Todd has retained your services to help plan an assessment-based professional development program. The goal of the program is to identify people within the company who have the potential for greater levels of responsibility and authority, and then to invest in these individuals by providing training and other professional growth opportunities. Todd also wants help creating a succession plan to position the company for long-term success, even after he retires in five to eight years. In a paper of at least 1750 – 2100 words (or 7-8 pages) in length (excluding title, abstract and reference pages), describe a comprehensive assessment plan for the company, including a sound defense of the feasibility of the plan, to meet the company’s leadership development objectives. In your paper, address the following: Discuss the key factors for identifying leadership potential. Identify an assessment-based approach for identifying potential among the managers at Robinson Insurance Agency. Describe how assessment processes and assessment instruments can be used to identify potential leaders and their leadership
  • 3. development needs. Include in your assessment approach at least three specific assessment instruments to evaluate leadership potential, justifying the use of each assessment instrument for its intended purpose. Identify the outcomes, data or information produced by each assessment you propose in your plan, and review the considerations for facilitating feedback from each type of assessment. Provide details of practical considerations of your plan, such as who will implement which parts of the assessment plan (an insider, an outsider, or a combination of both), what type of certification may be necessary to administer each assessment, and how the managers within Robinson Insurance will be consulted and involved in the assessment process. Identify the potential legal ramifications that may arise if Robinson Insurance Agency implements an assessment-based approach to identifying potential. Discuss ways of ensuring that the approach you recommend for the company is legal and justifiable. You do NOT have to create a training and development plan for the identified future leaders; you only need to detail the assessment component of the plan and describe how the assessment information might be used to design the development activities. In addition to your Scott and Reynolds (2010) textbook, the assigned articles for the course, and any Internet sources you reference to gather information about the assessments you have
  • 4. chosen, reference at least five additional scholarly sources (academic journal articles) to support your plan. References: (You may use at least 5 sources from below) **Scott, J. C., & Reynolds, D. H. (Eds.). (2010). Handbook of workplace assessment . Retrieved from https://redshelf.com Chapter 18: Global Applications of Assessment (Authors: Ryan, M. & Tippins, N. T.) Chapter 22: Assessing the Flaws in Our Assessment Decisions (Author: Outtz, J. L.) Chapter 24: Final Thoughts on the Selection and Assessment Field (Author: Sackett, P. R.) Atwater, L. E., Brett, J. F., & Charles, A. C. (2007). Multi- source feedback: Lessons learned and implications for practice. Human Resource Management, 46 (2), 285-307. https://doi.org/10.1002/hrm.20161 Campion, M., Fink, A., Ruggeberg, B., Carr, L., Phillips, G., & Odman, R. (2011). Doing competencies well: Best practices in competency modeling. Personnel Psychology, 64 (1), 225-262. Creative Organizational Design, Inc. (COD). (n.d.). Campbell Leadership Index (CLI). Retrieved from https://www.creativeorgdesign.com/tests_page.php?id=50 (Link s to an external site.) . This website describe the Campbell Leadership Index, an
  • 5. assessment that measures characteristics associated with strong leadership behaviors. Eisenbraun, G. A. (2006, Feb-March). The pros and cons of personality testing in the workplace. Law Now, 30 (4), 17-19. Goleman, D. [Talks at Google]. (2007, November 12). Daniel Goleman: "Social Intelligence" | Talks at Google. [Video file]. Retrieved from https://youtu.be/-hoo_dIOP8k (Links to an external site.) . This YouTube video features Daniel Goleman speaking on aspects of social and emotional intelligence. *Closed-captioning available. Gough, H.G. & Bradley, P.. (n.d.). CPI 260 Client Feedback Report . Retrieved from https://shop.cpp.com/en/cpiproducts.aspx?pc=67 (Links to an external site.) . The CPI 260 is a leadership assessment used widely to help individuals determine leadership strengths and opportunities for development. The CPI 260 is based on the California Psychological Inventory, restructured to focus on leadership behaviors. Groves, K. S., McEnrue, M. P., & Shen, W. (2008). Developing and measuring the emotional intelligence of leaders. The Journal of Management Development, 27 (2), 225-250. Joseph, D. L., & Newman, D. A. (2010). Emotional intelligence: An integrative meta-analysis and cascading model. Journal of Applied Psychology, 95 (1), 54-78.
  • 6. Judge, T. A., Bono. J. E., Ilies, R. & Gerhardt, M. W. (2002). Personality and leadership: A qualitative and quantitative review. Journal of Applied Psychology, 87 (4), 765-780. https://doi.org/10.1037/0021-9010.87.4.765