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T     his comprehensive CheckPoint report presents a balanced picture of
      your strengths and developmental areas, compiled from surveys
completed by sources that you, and perhaps your boss, selected for their
relevant perspectives. This report should be used in conjunction with the
Development Summary to capitalize on the opportunity to see yourself as
other key individuals see you and to use the resulting insights as a
springboard for your future growth and development.
    This report is intended to be a check point along the continuum of your
career and leadership development. The objectives of this process are to help
you: assess your performance in relation to your goals, clarify the perceptions
of others, prioritize your development needs, and then develop action plans t o
address them.




         “There’s only one corner of the universe you can be certain
                   of improving, and that’s your own self.”
                                Aldous Huxley
Darcy Walker
CheckPoint                           ABC Company
360° Competency Feedback System™
                                     January 24, 1997
A confidential report prepared by:
Profiles International, Inc.         This report includes responses from:
Copyright© 1997                      Self, 1 Boss, 3 Direct Reports, 4 Peers
Introduction T          his report summarizes the results of the CheckPoint surveys that you, your boss, direct reports and
                        peers recently completed. The job performance scores you received are presented in graphs and
                   numeric scales on the pages that follow.
CheckPoint
                      Avariety of skill areas are covered. In a progression of increasingly detailed skills, the CheckPoint
360° Competency    System assesses 8 major Skill Clusters, which break down into 18 Skill Groups, which encompass all 70
Feedback System™   survey items.
                      Scores are determined by the 5-point scale used on the CheckPoint Survey:
                              0 Not Applicable (not averaged into scores)
                              1 Never demonstrates this skill
                              2 Seldom demonstrates this skill
                              3 Sometimes demonstrates this skill
                              4 Usually demonstrates this skill
                              5 Always demonstrates this skill

                       Feedback is reported in the following 5 elements:
                       CheckPoint Profile: Results for the 8 Skill Clusters, comparing the average Self score with the average
                   score of All Observers (includes Boss, Direct Reports and Peers) and showing whether scores fall within,
                   above or below the Favorable Zone (3.5 to 4.25). Also Total CheckPoint Scores, including the score
                   differential between Self and All Observers.
                      Executive Summary: Results for the 8 Skill Clusters, comparing the average scores of all reference
                   groups (includes Self, Boss, Direct Reports, Peers and All Observers), providing Total CheckPoint Scores
                   for each group, and pointing out group score averages that vary by 1 point or more.
                      Competency Analysis: Results for the 18 Skill Groups, comparing the average scores of all reference
                   groups (includes Self, Boss, Direct Reports, Peers and All Observers), and pointing out group score
                   averages that vary by 1.5 points or more, as well as analyzing Critical Skill Groups to establish T lents,
                                                                                                                      a
                   areas needing Focus, and areas where a significant GAPexists between Self and Boss scores. (You and your
                   boss chose 6 Critical Skill Groups, out of 18. These were considered critically important to your particular
                   job requirements.)
                      Reference Group Comparison: Results for the 18 Skill Groups and Total CheckPoint Scores, analyzing
                   the average scores of all reference groups (includes Self, Boss, Direct Reports and Peers).
                      CheckPoint Survey Summary: Results for all 70 survey items, displaying the average scores for Self,
                   Boss and All Observers (includes Boss, Direct Reports and Peers) and highlighting the items that fall in a
                   Critical Skill Group, as well as flagging items where responses lack consensus (varying by three or more
                   points) within a reference group.
                      As you review this material, keep in mind that most people exhibit both strong and weak abilities. No
                   one does everything equally well. Approached as a learning tool, this feedback can be a valuable first step
                   toward increasing your effectiveness on the job. Use the information to:
                      • become aware of differences between your self-perception and the perceptions of others
                      • compare ratings from a variety of workplace sources
                      • assess your performance in skills considered critical to your particular position
                      • prioritize your development needs
                      • identify your greatest talents so you can make the most of them
                      Finally, use the provided data to establish ongoing goals and action plans.

                                       Good luck on the course of professional development.
Strong scores, including those in the Favorable Zone (3.5 to 4.25) and
CheckPoint                                         higher, will fall toward the outer edge of the circle.
                                                      0     Not Applicable (not averaged into scores)
                                                                                                                                             Darcy Walker
                                                                                                                                         January 24, 1997
Profile                                               1
                                                      2
                                                            Never demonstrates this skill
                                                            Seldom demonstrates this skill
of the 8 CheckPoint Skill                             3     Sometimes demonstrates this skill
Clusters - Overview of                                4     Usually demonstrates this skill
                                                      5     Always demonstrates this skill
Self vs. All Observers                               Gap    Self perception varies from All Observers by 1 point or more




                                                              Total CheckPoint Scores
                                0                       1                       2              3                            4         5
                          Not Applicable              Never                  Seldom         Sometimes                     Usually   Always
                                                                                                        3.40       3.71


                                                                                              All                    Self
                                                                                            Observers

                                                                                                         Differential
                                                                                                            +.31
Color Key: S Self A All Observers (combined scores of Boss, Direct Reports and Peers)

                                                                                        1
Any difference between reference groups where
Executive Summary                                                            averages vary by 1 point or more
                                                                                                                                                 Darcy Walker
                                                                                                                                              January 24, 1997
of the 8 Checkpoint Skill Clusters –                                         Favorable Zone (3.5 to 4.25)

Overview of All Reference Groups
                                                                                                                                                                        Favorable
                                                                                                                                                                          Zone


                                                         Skill Clusters                                                      Reference Group Comparison
                                                                                                                                1         2                 3                 4            5
                                                                                                                             Never      Seldom       Sometimes           Usually         Always

Communication                                                                                                              S                                        3.77

                                                                                                                           B                            3.23
Actively listens to the ideas and concerns of others. Analyzes information from varying perspectives,                    D/R                         2.96
establishes the pivotal element of an issue, and reaches a logical conclusion through the process.                         P                                    3.58

Expresses ideas clearly, concisely, directly and willingly.                                                                A                             3.26




Leadership                                                                                                                 S
                                                                                                                           B                         3.00
                                                                                                                                                                3.50



Has built a solid foundation of trust by leading through example. Clearly defines expectations and                       D/R                         3.00

charts the course for successful implementation. Delegates appropriately, empowering others to manage                      P                     2.75
                                                                                                                           A                         2.90
challenges.
                                                                                                                           S                                            4.00
                                                                                                                           B
Adaptability                                                                                                             D/R
                                                                                                                                                                3.50
                                                                                                                                                             3.44

Deals effectively with diverse work styles and in differing environments. Adjusts constructively to                        P                                           3.81

setbacks and plans for change. Encourages creativity, innovation and risk-taking.                                          A                                    3.60


                                                                                                                           S                                           4.00
                                                                                                                           B
Relationships                                                                                                            D/R
                                                                                                                                                      3.01
                                                                                                                                                        3.25

Is sensitive to the feelings of others and contributes to a positive, cooperative workplace. Capably                       P                                3.35

resolves conflicts and builds consensus while formulating goals and maximizing use of team talent.                         A                            3.26


                                                                                                                           S                                3.43
                                                                                                                           B
Task Management                                                                                                          D/R
                                                                                                                                                                        4.14

                                                                                                                                                                              4.36

Uses technology, resources and time efficiently. Learns quickly and applies current information to                         P                                                      4.43
                                                                                                                           A                                                  4.34
appropriate tasks.
                                                                                                                           S                                    3.57

Production                                                                                                                 B
                                                                                                                         D/R
                                                                                                                                                                        4.14
                                                                                                                                                                           4.21

Initiates action. Is assertive and decisive. Overcomes obstacles to achieve high-quality, beneficial results.              P                                                      4.50

                                                                                                                           A                                                  4.31


Development Of Others                                                                                                      S
                                                                                                                           B           2.17
                                                                                                                                                                                  4.50


Coaches effectively and makes training available. Provides timely, objective performance reviews.                        D/R             2.29

Gives recognition to top-notch work and extra effort. Is enthusiastic and promotes positive attitudes.                     P              2.36
                                                                                                                           A                  2.40



Personal Development                                                                                                       S
                                                                                                                           B
                                                                                                                                                                       3.88
                                                                                                                                                                       3.88

Displays a high level of energy, persistence and a positive outlook. Learns from mistakes and                            D/R                                     3.63

constructive criticism and continuously seeks ways to improve.                                                             P                          3.19
                                                                                                                           A                                    3.50


                                                                                                                           S                                       3.71

                                                                                                                           B                                 3.40

   Total CheckPoint Scores                                                                                               D/R
                                                                                                                           P
                                                                                                                                                            3.33
                                                                                                                                                             3.44

                                                                                                                           A                                 3.40



Color Key: S Self B Boss                                  A All Observers.                                                      1         2                 3                 4            5
                           DR Direct Reports   P Peers                                                                         Never    Seldom       Sometimes            Usually        Always

                                                                                     2
Competency                                                  Critical Skill Group: Self and Boss chose 6 Critical Skill Groups, out of 18. They
                                                            considered these critically important to the particular requirements of this job and
                                                            are indicated with bold lettering.
                                                                                                                                                                                 Darcy Walker
                                                                                                                                                                              January 24, 1997
Analysis                                                     Talent    A Critical Skill Group, according to Self or Boss, and both
                                                                       Self and Boss score averages are equal to or higher than 3.5
                                                                       ACritical Skill Group, according to Self or Boss, and both
                                                             Focus
of the 18 CheckPoint Skill                                             Self and Boss score averages are below 3.5
                                                                       ACritical Skill Group, according to Self or Boss, and Self and
Groups - Includes Critical                                    Gap      Boss score averages differ by 1.5 points or more
Skill Groups Chosen by                                                 Any difference between reference groups where averages vary
                                                                       by 1.5 points or more
Self and Boss                                                                                                                                                                                            Favorable
                                                                                                                                                                                                           Zone

              Performance Analysis                                                            Skill Groups                                                       Reference Group Comparison
 1            2             3           4           5                                                                                                            1        2                   3               4            5
Never                                             Always                                                                                                      Never     Seldom         Sometimes           Usually       Always

        Low         Mid-Range                High            Communication
                                                                                                                                                            S                          3.00

                            S B                              Listens To Others: Encourages others to share their ideas and                                  B                                 3.40

                                                             concerns. Listens openly to all viewpoints without interrupting.                             D/R                                      3.70

                                                             Summarizes information and verifies understanding.                                             P                                         3.90
                                                                                                                                                            A                                      3.72


                                                                                                                                                            S                                            4.00
              B         Gap             S                     S   Processes Information: Gets to the point. Evaluates the                                   B         2.00
                                                             pros and cons, as well as the short and long-range conse-                                    D/R           2.33

                                                             quences, of decisions. Develops logical, clear conclusions.                                    P                          3.00
                                                                                                                                                            A                  2.53


                                                                                                                                                            S                                                   4.40

                            B                S                B    Communicates Effectively: Expresses self clearly, both in                                B                           3.08

                                                             writing and in speaking. Is thorough, yet concise, and is consis-                            D/R                   2.60

                                                             tently straightforward. Readily shares information with others.                                P                                     3.60
                                                                                                                                                            A                            3.24



                                                                                                                                                            S
                                                             Leadership                                                                                     B                                      3.75
                                                                                                                                                                                                            4.25


                                    B S                      Instills Trust: Can be trusted to keep promises and confidences.                             D/R                                         3.88
                                                             Is honest and ethical.                                                                         P                                            4.00
                                                                                                                                                            A                                            3.90

                                                                                                                                                             S                                 3.50

                   B            S                             B   Provides Direction: Establishes clear expectations and a B                                                  2.50

                                                             manageable workload. Plans the steps required to accomplish D/R                                                     2.63

                                                             objectives, while keeping focus on overall vision.            P                                             2.25
                                                                                                                                                            A                2.45


                                                                                                                                                            S                    2.75
                     SB         Focus                        SB   Delegates Responsibility: Delegates appropriate jobs to                                   B                    2.75
                                                             appropriate people. Empowers others to work and solve                                        D/R                 2.50

                                                             problems on their own.                                                                         P         2.00
                                                                                                                                                            A             2.35



                                                             Adaptability                                                                                    S                                                    4.50
                   Talent       B             S               S Adjusts to Circumstances: Can adjust to people’s diverse D/R
                                                                                                                           B                                                                       3.75
                                                                  work styles and to varying environments. Deals with                                                                                 3.88

                                                             setbacks constructively and anticipates change.               P                                                                                4.25
                                                                                                                                                            A                                            4.00


                                                                                                                                                            S                             3.33

                                B S                          Thinks Creatively: Brings an imaginative approach to the job,                                  B                            3.25

                                                             inspiring innovation, risk-taking and creative problem-solving.                              D/R                          3.00

                                                                                                                                                            P                                 3.38

                                                                                                                                                            A                           3.20

  1            2            3            4          5                                                                                                            1        2                   3               4            5
Never                                             Always                                                                                                      Never     Seldom         Sometimes           Usually       Always


Color Key: S Self      B Boss       DR Direct Reports      P Peers   A All Observers   S or B Chosen by Self or Boss as a Critical Skill Group S B Chosen by both Self and Boss as a Critical Skill Group

                                                                                                  3
Competency Analysis, Cont., Darcy Walker, January 24, 1997                                                                                                                                                  Favorable
                                                                                                                                                                                                              Zone


              Performance Analysis                                                              Skill Groups                                                       Reference Group Comparison
 1            2              3            4            5                                                                                                           1        2                   3                 4               5
Never                                              Always                                                                                                       Never     Seldom         Sometimes            Usually           Alway

        Low            Mid-Range               High            Relationships                                                                                   S                                    3.50

                                  S B                          Builds Personal Relationships: Is considerate of others’feelings, shows B                                                                    4.00

                                                               freedom from unfair biases and is tactful when giving criticism.       D/R                                                                      4.25
                                                                                                                                        P                                                                    4.13
                                                               Remains composed under stress.                                           A                                                                     4.15

                                                                                                                                                               S                                                   4.33

                     B                         S               SB    Facilitates Team Success:Resolves conflicts fairly in a spirit B                                            2.50
                                 Gap
                                                               of cooperation. Builds consensus and leads team in setting appro- D/R                                              2.58

                                                               priate goals. Recruits effectively and uses talents of group wisely. P                                               2.83
                                                                                                                                                               A                   2.67



                            S B                                Task Management                                                                                S                          3.00

                                                                                                                                                              B                                       3.75
                                                               Works Efficiently: Makes efficient use of current technology and wise                        D/R                                                    4.38

                                                               use of outside resources. Avoids procrastination and sets priorities.                          P                                              4.13
                                                                                                                                                              A                                              4.15

                                                                                                                                                              S                                             4.00
                                          S        B           Works Competently: Has mastered the fundamentals of the job.                                   B                                                         4.67
                                                               Can quickly and competently apply new methods and new                                        D/R                                                    4.33
                                                               information to appropriate tasks.                                                              P                                                           4.83
                                                                                                                                                              A                                                         4.60



                                                               Production                                                                                     S                                     3.50

                                  S            B               Takes Action: Knows when the time is right to initiate action.                                 B                                                       4.50

                                                               Handles problems with assertiveness and makes timely, firm                                   D/R                                              4.13

                                                               decisions.                                                                                     P                                                    4.38

                                                                                                                                                              A                                                   4.30


                                                               SB                                                                                              S                                       3.67
                   Talent        SB                                  Achieves Results: Overcomes obstacles to achieve results  B                                                                           3.67
                                                               that set high standards for others and that positively impact D/R                                                                                  4.33
                                                               the organization.                                               P                                                                                        4.67
                                                                                                                                                               A                                                  4.33



                                                               Development Of Others                                                                          S                                                                5.00

                         B                             S       Cultivates Individual Talents: Is an effective coach and makes                                 B                    2.75

                                                               training available. Provides objective performance feedback on a                             D/R              2.38

                                                               timely basis.                                                                                  P              2.38
                                                                                                                                                              A              2.45

                                                                                                                                                               S                                            4.00
                     B                    S                    Motivates Successfully: Gives recognition to people who produce B                                                  2.67
                                                               excellent work and give extra effort. Has an enthusiastic attitude D/R                                     2.17
                                                               that positively affects others.                                      P                                       2.33
                                                                                                                                                               A            2.33



                                                               Personal Development                                                                            S
                                                                                                                                                               B
                                                                                                                                                                                                            4.00
                                                                                                                                                                                                                               5.00
                             Talent       S                B S         Displays Commitment: Maintains a high level of energy,                                D/R                                                      4.50
                                                                       perseveres and remains positive.                                                        P                                                          4.83

                                                                                                                                                               A                                                        4.73

                                                                                                                                                              S                                            3.80

                             B S                                B   Seeks Improvement: Learns positive lessons from mistakes                                  B                            3.20

                                                               and constructive criticism. Pursues resources to improve and                                 D/R                           3.10

                                                               develop professionally. Sets no limits on personal potential.                                  P            2.20

                                                                                                                                                              A                     2.76


  1            2             3             4           5                                                                                                           1        2                   3                 4               5
Never                                               Always                                                                                                      Never     Seldom         Sometimes            Usually           Alway
Color Key: S Self B Boss              DR Direct Reports      P Peers   A All Observers   S or B Chosen by Self or Boss as a Critical Skill Group S B Chosen by both Self and Boss as a Critical Skill Group
                                                                                                    4
Darcy Walker
Reference Group Comparison                                                                                                        January 24, 1997
of the 18 CheckPoint Skill Groups

                Skill Groups                                                              Performance Analysis
                                                                 LOW                           MID-RANGE                                       HIGH
                                                          1               2                            3                      4                                5
                                                         Never         Seldom                       Sometimes               Usually                         Always
                      Communication
                            Listens To Others                                                           S B          DR P
                      Processes Information                              B           DR                 P                     S
                  Communicates Effectively                                                     DR               P       B                 S
                               Leadership
                                   Instills Trust                                                                   B DR      P           S

                           Provides Direction                                   P         B     DR              S

                   Delegates Responsibility                              P                DR    B                       S
                             Adaptability
                  Adjusts to Circumstances                                                                           B DR             P        S

                            Thinks Creatively                                                          DR B     S       P

                           Relationships
             Builds Personal Relationships                                                                      S             B           P    DR

                   Facilitates Team Success                                               B DR P                                      S

                   Task Management
                             Works Efficiently                                                         S                B    P DR

                           Works Competently                                                                                  S           DR        B       P

                               Production
                                   Takes Action                                                                 S                     DR       P        B
                             Achieves Results
                                                                                                                        S
                                                                                                                                  DR                P
                                                                                                                        B

          Development Of Others
                                                                                     DR
              Cultivates Individual Talents                                                     B                                                               S
                                                                                     P
                     Motivates Successfully                                     DR        P     B                             S
            Personal Development
                      Displays Commitment                                                                                     S                DR       P       B
                           Seeks Improvement                                    P                       DR B        S

         Total CheckPoint Scores                                                                            DR B P      S
                                                          1               2                            3                      4                                5
                                                         Never         Seldom                       Sometimes               Usually                         Always

Color Key: S Self B Boss   DR Direct Reports   P Peers
                                                                          5
Top Line ( ): Self Response
CheckPoint Survey                                                            Middle Line: ( ): Boss Response
                                                                             Bottom Line: ( ): All Observers
                                                                                                                                                         Darcy Walker
                                                                                                                                                     January 24, 1997
Summary                                                                      Boss or Self did not rate item: NA
                                                                             Bold Lettering: Items that fall in a Critical Skill Group,
                                                                             as designated by Self, Boss or both.
of the 70 CheckPoint Survey Items                                            Flags: Item responses lack consensus within reference
                                                                             group (responses vary by 3 or more points).
                                                                                                                                                                              Favorable
                                                                                                                                                                                Zone


                                                  Individual Survey Items                                                                   Reference Group Comparison
                                                                                                                                        1        2                 3               4          5
                                                                                                                                    Never      Seldom         Sometimes         Usually     Always


Communication
   Listens To Others
        1     Solicits ideas, suggestions and opinions from others                                                                                                         3.80

        2.    Creates a comfortable climate for airing concerns                                                                                                               4.00
        3.    Listens to all points of view with an open mind                                                                                                          3.60
        4.    Listens carefully without interrupting                                                                                                                       3.80
        5.    Summarizes input, then checks for understanding                                                                                                       3.40

    S Processes Information
        6. Identifies the core element of an issue                                                                                                2.40

        7. Considers the pros and cons, as well as short and long-term consequences, of decisions                                                      2.60
        8. Arrives at logical, clear conclusions                                                                                   NA                  2.60

    B Communicates Effectively
        9. Expresses thoughts clearly in writing                                                                                                            2.80
        10. Is an effective, articulate speaker                                                                                                                        3.60

        11. Covers an issue thoroughly without overdoing it                                                                                                            3.60
        12. Communicates in a straightforward manner, even when dealing with sensitive topics                                                             2.80
        13. Makes current job-related information readily available to others                                                                                       3.40

Leadership
   Instills Trust
        14.   Keeps promises                                                                                                                                                  4.00
        15.   Can be trusted with confidential information                                                                                                             3.60
        16.   Is honest in dealings with others                                                                                                                            3.80
        17.   Demonstrates high ethical standards                                                                                                                               4.20

    B Provides Direction
        18.   Makes expectations clear                                                                                                            2.40
        19.   Establishes a manageable workload                                                                                                         2.60
        20.   Accomplishes long-term objectives by planning incremental steps                                                                           2.60
        21.   Keeps focus on big picture while implementing details                                                                             2.20

   SB   Delegates Responsibility
        22.   Knows when to delegate and when to take personal responsibility                                                                     2.40
        23.   Delegates the right jobs to the right people                                                                                      2.20
        24.   Gives others authority to independently fulfill responsibilities                                                                    2.40
        25.   Empowers others to find creative solutions to problems                                                                              2.40

Adaptability
    S Adjusts To Circumstances
        26.   Is flexible in dealing with people with diverse work styles                                                                                                     4.00
        27.   Is comfortable in a variety of environments                                                                                                                     4.00
        28.   Reacts constructively to setbacks                                                                                                                        3.60

        29.   Anticipates and plans for changing situations                                                                                                                          4.40

   Thinks Creatively
        30.   Approaches job with imagination and originality                                                                                        2.60
        31.   Inspires innovation in the organization                                                                                                        3.00
        32.   Is willing to take bold, calculated risks                                                                                                                    3.80
        33.   Views obstacles as opportunities for creative change                                                                 NA                               3.40



                                                                                                                                        1        2                 3               4          5
                                                                                                                                    Never      Seldom         Sometimes         Usually     Always
Color Key: S Self B Boss   DR Direct Reports   P Peers   A All Observers (combined scores of Boss, Direct Reports and Peers)

                                                                                        6
CheckPoint Survey Summary, Cont., Darcy Walker, January 24, 1997
                                                                                                                                                                      Favorable
                                                                                                                                                                        Zone


                                                  Individual Survey Items                                                           Reference Group Comparison
                                                                                                                                    1      2                  3              4             5
                                                                                                                                Never    Seldom         Sometimes       Usually          Always

Relationships
   Builds Personal Relationships
         34.   Shows consideration for the feelings of others                                                                                                                     4.60
         35.   Shows absence of prejudicial and stereotypic thinking in words and actions                                                                                    4.40
         36.   Delivers criticism tactfully and constructively                                                                                                       3.80
         37.   Maintains composure in high-pressure situations                                                                                                       3.80
   SB   Facilitates Team Success
         38.   Resolves conflicts fairly                                                                                                2.08
         39.   Creates an atmosphere of team cooperation over competition                                                                       2.60
         40.   Builds consensus on decisions                                                                                                     2.60
         41.   Leads team in formulating goals that complement the organization’s mission                                                2.20
         42.   Brings capable people into the group                                                                                                    3.00
         43.   Uses the diverse talents and experiences of the group to maximum advantage                                                             2.80

Task Management
   Works Efficiently
         44.   Applies current technology in practical ways to maximize efficiency                                                                            3.40
         45.   Makes wise use of outside resources                                                                                                                    4.00
         46.   Avoids procrastination                                                                                                                                    4.20
         47.   Sets priorities and tackles assignments accordingly                                                                                                                      5.00

   Works Competently
         48. Demonstrates mastery of fundamentals necessary to the job                                                                                                            4.60
         49. Is skilled at learning and applying new information quickly                                                                                                            4.80

         50. Integrates new theories, trends and methods into appropriate business operations                                                                                4.40

Production
   Takes Action
         51.   Knows when to stop planning and start implementing                                                                                                            4.40
         52.   Takes the initiative to make things happen                                                                                                                         4.60
         53.   Is assertive in managing problems                                                                                                                      3.80
         54.   Makes timely, clear-cut, firm decisions                                                                                                                  4.20

   SB   Achieves Results
         55. Overcomes obstacles to complete projects successfully                                                                                                      4.20
         56. Effects outcomes that set high standards for others                                                                                                                  4.60
         57. Achieves results that have a positive impact on the organization as a whole                                                                                4.20

Development Of Others
   Cultivates Individual Talents
         58.   Is a patient, helpful, effective coach                                                                                           2.60
         59.   Gives others access to training for skill development and professional growth                                                          2.80
         60.   Provides objective appraisals of others’strengths and needs                                                               2.20
         61.   Maintains a timely schedule for reviews and follow-ups                                                          NA        2.20

   Motivates Successfully
         62. Gives recognition to producers of high quality work                                                                                 2.60
         63. Shows appreciation when others give extra effort                                                                                  2.40
         64. Shares a contagious enthusiasm that promotes a positive attitude in others                                                 2.00

Personal Development
 Displays Commitment
   S
         65. Maintains a consistently high energy level                                                                                                                             4.80
         66. Persists and perseveres                                                                                                                                             4.60
         67. Keeps a positive outlook                                                                                                                                               4.80

 Seeks Improvement
   B
         68. Admits mistakes and learns from them                                                                                       2.00
         69. Accepts criticism constructively                                                                                                         2.80
         70. Identifies and pursues resources needed to improve performance                                                                            3.00


Color Key: S Self B Boss   DR Direct Reports   P Peers   A All Observers (combined scores of Boss, Direct Reports and Peers)        1      2                  3              4             5
                                                                                                                                Never    Seldom         Sometimes       Usually          Always
                                                                                        7
Your skill level, as reported by All Observers on
CheckPoint                                                                               the CheckPoint Skill Groups (covering 18
                                                                                         competencies), includes both Strengths and
                                                                                                                                                                                  Darcy Walker
                                                                                                                                                                               January 24, 1997
Development Summary                                                                      Development Areas. The 18 Skill Groups are listed
                                                                                         below, in order from Highest to Lowest ratings.
Strengths and Development Needs                                                                                                                                                                      Favorable
                                                                                                                                                                                                       Zone


                              Skill Group                                                                   Skill Cluster                                              All Observers Rating
                                                                                                                                                                1          2                3               4               5
                                                                                                                                                               Never     Seldom       Sometimes          Usually          Always

Strengths
A consensus of your reference group ratings shows these competencies are clear strengths, as they fall
in or above the Favorable Zone. Build on this strong foundation of skill.
              S Displays Commitment                                                        Personal Development                                                                                                    4.73


             Works Competently                                                             Task Management                                                                                                      4.60


             SB Achieves Results                                                           Production                                                                                                       4.33


             Takes Action                                                                  Production                                                                                                       4.30


             Works Efficiently                                                             Task Management                                                                                               4.15


             Builds Personal Relationships                                                 Relationships                                                                                                 4.15


              S Adjusts to Circumstances                                                   Adaptability                                                                                              4.00


             Instills Trust                                                                Leadership                                                                                                3.90


             Listens To Others                                                             Communication                                                                                          3.72




Development Areas
A consensus of your reference group ratings shows these competencies (which fall below the
Favorable Zone) are in need of improvement and should be considered a top priority for your
career development.
             Skill Groups that have check marks stand out as the first areas to address since they are
             below the Favorable Zone and a Critical Skill for your job.
             B Communicates Effectively                                                   Communication                                                                                   3.24


             Thinks Creatively                                                             Adaptability                                                                                   3.20


            B Seeks Improvement                                                           Personal Development                                                                   2.76


           SB Facilitates Team Success                                                   Relationships                                                                          2.67


             S Processes Information                                                      Communication                                                                       2.53


             Cultivates Individual Talents                                                 Development of Others                                                            2.45


             B Provides Direction                                                         Leadership                                                                      2.45


           S B Delegates Responsibility                                                  Leadership                                                                      2.35


             Motivates Successfully                                                        Development of Others                                                          2.33




The pages that follow describe targeted training and development suggestions based on the
four lowest rated Skill Groups. These have been rated lowest by All Observers.


Color Key:       or       Chosen by Self or Boss as a Critical Skill Group        Chosen by both Self and Boss as a Critical Skill Group       All Observers     1         2                 3              4               5
             S        B                                                      SB                                                            A                   Never     Seldom          Sometimes       Usually          Always

                                                                                                       8
According to your survey respondents, “Cultivates
CheckPoint                                        Individual Talents” is an important skill for you to
                                                  develop. You may decide to enroll in a training
                                                                                                           Darcy Walker
                                                                                                           January 24, 1997
Development Summary                               course, get information from books or tapes,
                                                  observe someone particularly competent in this area,
Development of Others                             create opportunities on or off the job to practice the
                                                  skill, and/or work at improvement while performing
Cultivates Individual Talents                     your current responsibilities.


     The following suggestions will help direct your development efforts:

     Become an Effective Coach.
     • Make it a point to know the career goals and aspirations of others. Help plan the development needed to
        achieve the goal.
     • Be patient with mistakes. Make sure you fully understand all the circumstances. Turn the error into a
        learning experience.
     • Teach skills in chronological, incremental steps. Adjust the pace to fit the individual.
     • Ask others how you can assist in their professional development.

     Make Learning Opportunities Available.
     • Delegate challenging tasks or give targeted assignments to help others develop their potential.
     • Provide as many opportunities as possible for people to learn different aspects of the business.
     • Keep your eye on the company’s needs, as well as on personal development needs, when planning learning
       activities. What benefits the company will also benefit the individual.
     • Look for training opportunities that will allow others to build on their existing talents and experience.
     • Share books, tapes, journal articles, newsletters and conference notes that might prove helpful to a person
       working on a particular skill.

     Give Feedback Regularly.
     • Make sure that appraisals are constructive. Approach them as the starting point for making positive changes.
     • When people are not performing up to expectations, promptly and frankly discuss the situation with them.
        Use tact. Listen. Help them identify ways to improve.
     • Criticize performance, not the person.
     • Express confidence in a person’s ability to improve performance.
     • Be generous in giving positive feedback. Make it as specific as possible.
     • Schedule regular performance reviews. People need timely feedback on both skills needing attention and
        skills showing improvement. Schedule regular follow-up meetings, also.




                                                           9
According to your survey respondents, “Provides
CheckPoint                                          Direction” is an important skill for you to develop.
                                                    You may decide to enroll in a training course,
                                                                                                             Darcy Walker
                                                                                                             January 24, 1997
Development Summary                                 get information from books or tapes, observe
                                                    someone particularly competent in this area, create
Leadership                                          opportunities on or off the job to practice the skill,
                                                    and/or work at improvement while performing your
Provides Direction                                  current responsibilities.


     The following suggestions will help direct your development efforts:

     Outline Expectations.
     • Clarify each team member’s responsibilities for accomplishing objectives.
     • Develop job descriptions that are distinct and specific, not vague and broad. Involve the staff in constructing
       the descriptions. Review and revise them often. Knowing who is supposed to do what reduces conflict in
       the workplace.
     • Clearly communicate policies, procedures and guidelines, as well as priorities and timelines.
     • Make expectations known for job behavior and attitude. Set standards for performance.
     • Spell out the expectations of your clients.
     • Explain and answer questions until expectations are perfectly clear.
     • Hold others accountable for performance at the level you’ve outlined. Provide timely feedback about
       performance.

     Make Appropriate Work Assignments.
     • Distribute responsibilities so that all bases are covered and efforts aren’t duplicated.
     • Redirect work that has not been as productive as planned.
     • Keep the workload for each individual challenging yet fair.
     • Be available to discuss problems with assignments and to explore solutions.

     Translate Tomorrow’s Vision into Today’s Activities.
     • Make sure everyone understands, and feels a part of, the organization’s mission.
     • Establish short and long-term goals that are consistent with the mission. Continuously track progress.
     • Constantly evaluate systems and processes. Make modifications that are in line with the direction of the
        organization.
     • Plan times for team members to report their individual work status, ultimately shaping a comprehensive
        view of the group effort.
     • In planning the steps necessary to complete a project, incorporate a series of checkpoints leading up to the
        final deadline.
     • Plan for, and make available, all necessary resources.




                                                             10
According to your survey respondents, “Delegates
CheckPoint                                        Responsibility” is an important skill for you to
                                                  develop. You may decide to enroll in a training
                                                                                                           Darcy Walker
                                                                                                           January 24, 1997
Development Summary                               course, get information from books or tapes,
                                                  observe someone particularly competent in this area,
Leadership                                        create opportunities on or off the job to practice the
                                                  skill, and/or work at improvement while performing
Delegates Responsibility                          your current responsibilities.


     The following suggestions will help direct your development efforts:

     Delegate to Free Up Your Time and to Develop Your Staff.
     • Get used to the fact that others can handle some tasks as capably as you can. Maybe better.
     • Examine your workload and determine tasks that can be handed over to others.

     Delegate to the Best Person for the Circumstances.
     • Survey individuals to see what duties they’d be interested in tackling.
     • Match people’s strengths with work assignments.
     • Present small, challenging tasks to people with untested abilities. See if they can rise to the occasion.
     • If you know a person is trying to improve a skill, provide opportunities for practice.
     • If no one has the qualifications for a particular task that needs to be delegated, arrange for the necessary
        training.
     • Consider the other person’s workload when delegating. Shift responsibilities as necessary.

     Oversee, but Don’t Overcontrol.
     • Give as much direction as necessary to initiate people to new duties. Then let them take charge.
       Don’t hover. During periodic progress reviews, give additional direction as needed.
     • Make your expectations explicit and thorough. Then allow some flexibility in implementation.
     • Clarify which actions will require prior approval from you. Gradually increase the appointed person’s
       authority to act independently.
     • Delegate in stages when appropriate. Work up to the point where complete responsibility is transferred to
       the other person.
     • Encourage others as they take on new responsibilities. Give positive feedback whenever possible. Help
       them succeed and everyone wins.
     • Remember that failure can be a great teacher. Shield people in newly delegated positions from disastrous
       mistakes, but allow the opportunity for smaller errors that can be instructive for the future.

     Let Others Sharpen Their Problem-Solving Skills.
     • When people present problems, ask them for possible resolutions before offering your advice. Guide them
        in becoming solution-oriented.
     • Show confidence in the other person’s ability to craft workable, successful solutions to problems.




                                                            11
CheckPoint                                       According to your survey respondents, “Motivates
                                                 Successfully” is an important skill for you to develop.
                                                 You may decide to enroll in a training course,
                                                                                                           Darcy Walker
                                                                                                           January 24, 1997
Development Summary                              get information from books or tapes, observe
                                                 someone particularly competent in this area, create
Development of Others                            opportunities on or off the job to practice the skill,
                                                 and/or work at improvement while performing your
Motivates Successfully                           current responsibilities.


     The following suggestions will help direct your development efforts:

     Encourage Others by Giving Recognition and Showing Appreciation for Their Efforts.
     • Realize that everyone needs to feel valued and appreciated.
     • Understand the motivating power of recognition and rewards.
     • Never pass up an opportunity to acknowledge a job well done.
     • Never pass up an opportunity to show gratitude for extra effort, hard work, long hours.
     • Let others in the company know of the accomplishments of your team.
     • Give recognition to deserving people as soon as possible after their achievement.
     • Make sure everyone’s contribution to a successful group effort is acknowledged.
     • To keep morale up, don’t wait until completion of a lengthy project to celebrate. Recognize milestones
       along the way. Celebrating small victories will promote continued progress toward your goal.
     • Use traditional forms of recognition (like the company newsletter) and rewards (a bonus check), but also
        come up with some appropriate, creative ways to reward outstanding performance.
     • Give frequent praise to reinforce positive behaviors.
     • Realize that short phrases like “thank you,” “good job” and “nice work” can have big impact.
     • As much as possible, make the work experience challenging and satisfying.

     Be a Positive Influence in the Work Environment.
     • Convey an optimistic, can-do attitude. Expect great results.
     • Address problems, but don’t dwell on them.
     • Provide encouragement during stressful times.
     • Create an atmosphere where there is enthusiasm for a project and support for one another.
     • Look for ways to make the workplace fun.




                                                            12
CheckPoint Benefits

You (The Participant):

   •   Learn how a variety of others in the organization view your performance.
   •   Take the advantage of the information by instituting an action plan for your
       development.
   •   Make continuous improvements to maximize your career and leadership potential.

Your Boss (May be your manager, supervisor, team leader or coach depending on
           whether the results are shared):

   •   Uses the results to support or help you in planning training and learning
       opportunities.
   •   Makes coaching more focused and effective.
   •   Provides appraisals that go beyond his or her personal perspective.

Direct Reports / Internal or External Customers / Peers:

   •   Play an active role in contributing to the development of others.
   •   Become more team-oriented through involvement in the assessment process.
   •   Experience increased job satisfaction by helping to initiate constructive changes.

The Organization:
   • Aligns employee performance with organization’s objectives.
   •   Achieves an environment of higher morale and increased commitment to
       excellence.
   •   Translates the improvements in professional skills to an increase in productivity.

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Check Point Sample Report

  • 1.
  • 2. T his comprehensive CheckPoint report presents a balanced picture of your strengths and developmental areas, compiled from surveys completed by sources that you, and perhaps your boss, selected for their relevant perspectives. This report should be used in conjunction with the Development Summary to capitalize on the opportunity to see yourself as other key individuals see you and to use the resulting insights as a springboard for your future growth and development. This report is intended to be a check point along the continuum of your career and leadership development. The objectives of this process are to help you: assess your performance in relation to your goals, clarify the perceptions of others, prioritize your development needs, and then develop action plans t o address them. “There’s only one corner of the universe you can be certain of improving, and that’s your own self.” Aldous Huxley
  • 3. Darcy Walker CheckPoint ABC Company 360° Competency Feedback System™ January 24, 1997 A confidential report prepared by: Profiles International, Inc. This report includes responses from: Copyright© 1997 Self, 1 Boss, 3 Direct Reports, 4 Peers
  • 4. Introduction T his report summarizes the results of the CheckPoint surveys that you, your boss, direct reports and peers recently completed. The job performance scores you received are presented in graphs and numeric scales on the pages that follow. CheckPoint Avariety of skill areas are covered. In a progression of increasingly detailed skills, the CheckPoint 360° Competency System assesses 8 major Skill Clusters, which break down into 18 Skill Groups, which encompass all 70 Feedback System™ survey items. Scores are determined by the 5-point scale used on the CheckPoint Survey: 0 Not Applicable (not averaged into scores) 1 Never demonstrates this skill 2 Seldom demonstrates this skill 3 Sometimes demonstrates this skill 4 Usually demonstrates this skill 5 Always demonstrates this skill Feedback is reported in the following 5 elements: CheckPoint Profile: Results for the 8 Skill Clusters, comparing the average Self score with the average score of All Observers (includes Boss, Direct Reports and Peers) and showing whether scores fall within, above or below the Favorable Zone (3.5 to 4.25). Also Total CheckPoint Scores, including the score differential between Self and All Observers. Executive Summary: Results for the 8 Skill Clusters, comparing the average scores of all reference groups (includes Self, Boss, Direct Reports, Peers and All Observers), providing Total CheckPoint Scores for each group, and pointing out group score averages that vary by 1 point or more. Competency Analysis: Results for the 18 Skill Groups, comparing the average scores of all reference groups (includes Self, Boss, Direct Reports, Peers and All Observers), and pointing out group score averages that vary by 1.5 points or more, as well as analyzing Critical Skill Groups to establish T lents, a areas needing Focus, and areas where a significant GAPexists between Self and Boss scores. (You and your boss chose 6 Critical Skill Groups, out of 18. These were considered critically important to your particular job requirements.) Reference Group Comparison: Results for the 18 Skill Groups and Total CheckPoint Scores, analyzing the average scores of all reference groups (includes Self, Boss, Direct Reports and Peers). CheckPoint Survey Summary: Results for all 70 survey items, displaying the average scores for Self, Boss and All Observers (includes Boss, Direct Reports and Peers) and highlighting the items that fall in a Critical Skill Group, as well as flagging items where responses lack consensus (varying by three or more points) within a reference group. As you review this material, keep in mind that most people exhibit both strong and weak abilities. No one does everything equally well. Approached as a learning tool, this feedback can be a valuable first step toward increasing your effectiveness on the job. Use the information to: • become aware of differences between your self-perception and the perceptions of others • compare ratings from a variety of workplace sources • assess your performance in skills considered critical to your particular position • prioritize your development needs • identify your greatest talents so you can make the most of them Finally, use the provided data to establish ongoing goals and action plans. Good luck on the course of professional development.
  • 5. Strong scores, including those in the Favorable Zone (3.5 to 4.25) and CheckPoint higher, will fall toward the outer edge of the circle. 0 Not Applicable (not averaged into scores) Darcy Walker January 24, 1997 Profile 1 2 Never demonstrates this skill Seldom demonstrates this skill of the 8 CheckPoint Skill 3 Sometimes demonstrates this skill Clusters - Overview of 4 Usually demonstrates this skill 5 Always demonstrates this skill Self vs. All Observers Gap Self perception varies from All Observers by 1 point or more Total CheckPoint Scores 0 1 2 3 4 5 Not Applicable Never Seldom Sometimes Usually Always 3.40 3.71 All Self Observers Differential +.31 Color Key: S Self A All Observers (combined scores of Boss, Direct Reports and Peers) 1
  • 6. Any difference between reference groups where Executive Summary averages vary by 1 point or more Darcy Walker January 24, 1997 of the 8 Checkpoint Skill Clusters – Favorable Zone (3.5 to 4.25) Overview of All Reference Groups Favorable Zone Skill Clusters Reference Group Comparison 1 2 3 4 5 Never Seldom Sometimes Usually Always Communication S 3.77 B 3.23 Actively listens to the ideas and concerns of others. Analyzes information from varying perspectives, D/R 2.96 establishes the pivotal element of an issue, and reaches a logical conclusion through the process. P 3.58 Expresses ideas clearly, concisely, directly and willingly. A 3.26 Leadership S B 3.00 3.50 Has built a solid foundation of trust by leading through example. Clearly defines expectations and D/R 3.00 charts the course for successful implementation. Delegates appropriately, empowering others to manage P 2.75 A 2.90 challenges. S 4.00 B Adaptability D/R 3.50 3.44 Deals effectively with diverse work styles and in differing environments. Adjusts constructively to P 3.81 setbacks and plans for change. Encourages creativity, innovation and risk-taking. A 3.60 S 4.00 B Relationships D/R 3.01 3.25 Is sensitive to the feelings of others and contributes to a positive, cooperative workplace. Capably P 3.35 resolves conflicts and builds consensus while formulating goals and maximizing use of team talent. A 3.26 S 3.43 B Task Management D/R 4.14 4.36 Uses technology, resources and time efficiently. Learns quickly and applies current information to P 4.43 A 4.34 appropriate tasks. S 3.57 Production B D/R 4.14 4.21 Initiates action. Is assertive and decisive. Overcomes obstacles to achieve high-quality, beneficial results. P 4.50 A 4.31 Development Of Others S B 2.17 4.50 Coaches effectively and makes training available. Provides timely, objective performance reviews. D/R 2.29 Gives recognition to top-notch work and extra effort. Is enthusiastic and promotes positive attitudes. P 2.36 A 2.40 Personal Development S B 3.88 3.88 Displays a high level of energy, persistence and a positive outlook. Learns from mistakes and D/R 3.63 constructive criticism and continuously seeks ways to improve. P 3.19 A 3.50 S 3.71 B 3.40 Total CheckPoint Scores D/R P 3.33 3.44 A 3.40 Color Key: S Self B Boss A All Observers. 1 2 3 4 5 DR Direct Reports P Peers Never Seldom Sometimes Usually Always 2
  • 7. Competency Critical Skill Group: Self and Boss chose 6 Critical Skill Groups, out of 18. They considered these critically important to the particular requirements of this job and are indicated with bold lettering. Darcy Walker January 24, 1997 Analysis Talent A Critical Skill Group, according to Self or Boss, and both Self and Boss score averages are equal to or higher than 3.5 ACritical Skill Group, according to Self or Boss, and both Focus of the 18 CheckPoint Skill Self and Boss score averages are below 3.5 ACritical Skill Group, according to Self or Boss, and Self and Groups - Includes Critical Gap Boss score averages differ by 1.5 points or more Skill Groups Chosen by Any difference between reference groups where averages vary by 1.5 points or more Self and Boss Favorable Zone Performance Analysis Skill Groups Reference Group Comparison 1 2 3 4 5 1 2 3 4 5 Never Always Never Seldom Sometimes Usually Always Low Mid-Range High Communication S 3.00 S B Listens To Others: Encourages others to share their ideas and B 3.40 concerns. Listens openly to all viewpoints without interrupting. D/R 3.70 Summarizes information and verifies understanding. P 3.90 A 3.72 S 4.00 B Gap S S Processes Information: Gets to the point. Evaluates the B 2.00 pros and cons, as well as the short and long-range conse- D/R 2.33 quences, of decisions. Develops logical, clear conclusions. P 3.00 A 2.53 S 4.40 B S B Communicates Effectively: Expresses self clearly, both in B 3.08 writing and in speaking. Is thorough, yet concise, and is consis- D/R 2.60 tently straightforward. Readily shares information with others. P 3.60 A 3.24 S Leadership B 3.75 4.25 B S Instills Trust: Can be trusted to keep promises and confidences. D/R 3.88 Is honest and ethical. P 4.00 A 3.90 S 3.50 B S B Provides Direction: Establishes clear expectations and a B 2.50 manageable workload. Plans the steps required to accomplish D/R 2.63 objectives, while keeping focus on overall vision. P 2.25 A 2.45 S 2.75 SB Focus SB Delegates Responsibility: Delegates appropriate jobs to B 2.75 appropriate people. Empowers others to work and solve D/R 2.50 problems on their own. P 2.00 A 2.35 Adaptability S 4.50 Talent B S S Adjusts to Circumstances: Can adjust to people’s diverse D/R B 3.75 work styles and to varying environments. Deals with 3.88 setbacks constructively and anticipates change. P 4.25 A 4.00 S 3.33 B S Thinks Creatively: Brings an imaginative approach to the job, B 3.25 inspiring innovation, risk-taking and creative problem-solving. D/R 3.00 P 3.38 A 3.20 1 2 3 4 5 1 2 3 4 5 Never Always Never Seldom Sometimes Usually Always Color Key: S Self B Boss DR Direct Reports P Peers A All Observers S or B Chosen by Self or Boss as a Critical Skill Group S B Chosen by both Self and Boss as a Critical Skill Group 3
  • 8. Competency Analysis, Cont., Darcy Walker, January 24, 1997 Favorable Zone Performance Analysis Skill Groups Reference Group Comparison 1 2 3 4 5 1 2 3 4 5 Never Always Never Seldom Sometimes Usually Alway Low Mid-Range High Relationships S 3.50 S B Builds Personal Relationships: Is considerate of others’feelings, shows B 4.00 freedom from unfair biases and is tactful when giving criticism. D/R 4.25 P 4.13 Remains composed under stress. A 4.15 S 4.33 B S SB Facilitates Team Success:Resolves conflicts fairly in a spirit B 2.50 Gap of cooperation. Builds consensus and leads team in setting appro- D/R 2.58 priate goals. Recruits effectively and uses talents of group wisely. P 2.83 A 2.67 S B Task Management S 3.00 B 3.75 Works Efficiently: Makes efficient use of current technology and wise D/R 4.38 use of outside resources. Avoids procrastination and sets priorities. P 4.13 A 4.15 S 4.00 S B Works Competently: Has mastered the fundamentals of the job. B 4.67 Can quickly and competently apply new methods and new D/R 4.33 information to appropriate tasks. P 4.83 A 4.60 Production S 3.50 S B Takes Action: Knows when the time is right to initiate action. B 4.50 Handles problems with assertiveness and makes timely, firm D/R 4.13 decisions. P 4.38 A 4.30 SB S 3.67 Talent SB Achieves Results: Overcomes obstacles to achieve results B 3.67 that set high standards for others and that positively impact D/R 4.33 the organization. P 4.67 A 4.33 Development Of Others S 5.00 B S Cultivates Individual Talents: Is an effective coach and makes B 2.75 training available. Provides objective performance feedback on a D/R 2.38 timely basis. P 2.38 A 2.45 S 4.00 B S Motivates Successfully: Gives recognition to people who produce B 2.67 excellent work and give extra effort. Has an enthusiastic attitude D/R 2.17 that positively affects others. P 2.33 A 2.33 Personal Development S B 4.00 5.00 Talent S B S Displays Commitment: Maintains a high level of energy, D/R 4.50 perseveres and remains positive. P 4.83 A 4.73 S 3.80 B S B Seeks Improvement: Learns positive lessons from mistakes B 3.20 and constructive criticism. Pursues resources to improve and D/R 3.10 develop professionally. Sets no limits on personal potential. P 2.20 A 2.76 1 2 3 4 5 1 2 3 4 5 Never Always Never Seldom Sometimes Usually Alway Color Key: S Self B Boss DR Direct Reports P Peers A All Observers S or B Chosen by Self or Boss as a Critical Skill Group S B Chosen by both Self and Boss as a Critical Skill Group 4
  • 9. Darcy Walker Reference Group Comparison January 24, 1997 of the 18 CheckPoint Skill Groups Skill Groups Performance Analysis LOW MID-RANGE HIGH 1 2 3 4 5 Never Seldom Sometimes Usually Always Communication Listens To Others S B DR P Processes Information B DR P S Communicates Effectively DR P B S Leadership Instills Trust B DR P S Provides Direction P B DR S Delegates Responsibility P DR B S Adaptability Adjusts to Circumstances B DR P S Thinks Creatively DR B S P Relationships Builds Personal Relationships S B P DR Facilitates Team Success B DR P S Task Management Works Efficiently S B P DR Works Competently S DR B P Production Takes Action S DR P B Achieves Results S DR P B Development Of Others DR Cultivates Individual Talents B S P Motivates Successfully DR P B S Personal Development Displays Commitment S DR P B Seeks Improvement P DR B S Total CheckPoint Scores DR B P S 1 2 3 4 5 Never Seldom Sometimes Usually Always Color Key: S Self B Boss DR Direct Reports P Peers 5
  • 10. Top Line ( ): Self Response CheckPoint Survey Middle Line: ( ): Boss Response Bottom Line: ( ): All Observers Darcy Walker January 24, 1997 Summary Boss or Self did not rate item: NA Bold Lettering: Items that fall in a Critical Skill Group, as designated by Self, Boss or both. of the 70 CheckPoint Survey Items Flags: Item responses lack consensus within reference group (responses vary by 3 or more points). Favorable Zone Individual Survey Items Reference Group Comparison 1 2 3 4 5 Never Seldom Sometimes Usually Always Communication Listens To Others 1 Solicits ideas, suggestions and opinions from others 3.80 2. Creates a comfortable climate for airing concerns 4.00 3. Listens to all points of view with an open mind 3.60 4. Listens carefully without interrupting 3.80 5. Summarizes input, then checks for understanding 3.40 S Processes Information 6. Identifies the core element of an issue 2.40 7. Considers the pros and cons, as well as short and long-term consequences, of decisions 2.60 8. Arrives at logical, clear conclusions NA 2.60 B Communicates Effectively 9. Expresses thoughts clearly in writing 2.80 10. Is an effective, articulate speaker 3.60 11. Covers an issue thoroughly without overdoing it 3.60 12. Communicates in a straightforward manner, even when dealing with sensitive topics 2.80 13. Makes current job-related information readily available to others 3.40 Leadership Instills Trust 14. Keeps promises 4.00 15. Can be trusted with confidential information 3.60 16. Is honest in dealings with others 3.80 17. Demonstrates high ethical standards 4.20 B Provides Direction 18. Makes expectations clear 2.40 19. Establishes a manageable workload 2.60 20. Accomplishes long-term objectives by planning incremental steps 2.60 21. Keeps focus on big picture while implementing details 2.20 SB Delegates Responsibility 22. Knows when to delegate and when to take personal responsibility 2.40 23. Delegates the right jobs to the right people 2.20 24. Gives others authority to independently fulfill responsibilities 2.40 25. Empowers others to find creative solutions to problems 2.40 Adaptability S Adjusts To Circumstances 26. Is flexible in dealing with people with diverse work styles 4.00 27. Is comfortable in a variety of environments 4.00 28. Reacts constructively to setbacks 3.60 29. Anticipates and plans for changing situations 4.40 Thinks Creatively 30. Approaches job with imagination and originality 2.60 31. Inspires innovation in the organization 3.00 32. Is willing to take bold, calculated risks 3.80 33. Views obstacles as opportunities for creative change NA 3.40 1 2 3 4 5 Never Seldom Sometimes Usually Always Color Key: S Self B Boss DR Direct Reports P Peers A All Observers (combined scores of Boss, Direct Reports and Peers) 6
  • 11. CheckPoint Survey Summary, Cont., Darcy Walker, January 24, 1997 Favorable Zone Individual Survey Items Reference Group Comparison 1 2 3 4 5 Never Seldom Sometimes Usually Always Relationships Builds Personal Relationships 34. Shows consideration for the feelings of others 4.60 35. Shows absence of prejudicial and stereotypic thinking in words and actions 4.40 36. Delivers criticism tactfully and constructively 3.80 37. Maintains composure in high-pressure situations 3.80 SB Facilitates Team Success 38. Resolves conflicts fairly 2.08 39. Creates an atmosphere of team cooperation over competition 2.60 40. Builds consensus on decisions 2.60 41. Leads team in formulating goals that complement the organization’s mission 2.20 42. Brings capable people into the group 3.00 43. Uses the diverse talents and experiences of the group to maximum advantage 2.80 Task Management Works Efficiently 44. Applies current technology in practical ways to maximize efficiency 3.40 45. Makes wise use of outside resources 4.00 46. Avoids procrastination 4.20 47. Sets priorities and tackles assignments accordingly 5.00 Works Competently 48. Demonstrates mastery of fundamentals necessary to the job 4.60 49. Is skilled at learning and applying new information quickly 4.80 50. Integrates new theories, trends and methods into appropriate business operations 4.40 Production Takes Action 51. Knows when to stop planning and start implementing 4.40 52. Takes the initiative to make things happen 4.60 53. Is assertive in managing problems 3.80 54. Makes timely, clear-cut, firm decisions 4.20 SB Achieves Results 55. Overcomes obstacles to complete projects successfully 4.20 56. Effects outcomes that set high standards for others 4.60 57. Achieves results that have a positive impact on the organization as a whole 4.20 Development Of Others Cultivates Individual Talents 58. Is a patient, helpful, effective coach 2.60 59. Gives others access to training for skill development and professional growth 2.80 60. Provides objective appraisals of others’strengths and needs 2.20 61. Maintains a timely schedule for reviews and follow-ups NA 2.20 Motivates Successfully 62. Gives recognition to producers of high quality work 2.60 63. Shows appreciation when others give extra effort 2.40 64. Shares a contagious enthusiasm that promotes a positive attitude in others 2.00 Personal Development Displays Commitment S 65. Maintains a consistently high energy level 4.80 66. Persists and perseveres 4.60 67. Keeps a positive outlook 4.80 Seeks Improvement B 68. Admits mistakes and learns from them 2.00 69. Accepts criticism constructively 2.80 70. Identifies and pursues resources needed to improve performance 3.00 Color Key: S Self B Boss DR Direct Reports P Peers A All Observers (combined scores of Boss, Direct Reports and Peers) 1 2 3 4 5 Never Seldom Sometimes Usually Always 7
  • 12. Your skill level, as reported by All Observers on CheckPoint the CheckPoint Skill Groups (covering 18 competencies), includes both Strengths and Darcy Walker January 24, 1997 Development Summary Development Areas. The 18 Skill Groups are listed below, in order from Highest to Lowest ratings. Strengths and Development Needs Favorable Zone Skill Group Skill Cluster All Observers Rating 1 2 3 4 5 Never Seldom Sometimes Usually Always Strengths A consensus of your reference group ratings shows these competencies are clear strengths, as they fall in or above the Favorable Zone. Build on this strong foundation of skill. S Displays Commitment Personal Development 4.73 Works Competently Task Management 4.60 SB Achieves Results Production 4.33 Takes Action Production 4.30 Works Efficiently Task Management 4.15 Builds Personal Relationships Relationships 4.15 S Adjusts to Circumstances Adaptability 4.00 Instills Trust Leadership 3.90 Listens To Others Communication 3.72 Development Areas A consensus of your reference group ratings shows these competencies (which fall below the Favorable Zone) are in need of improvement and should be considered a top priority for your career development. Skill Groups that have check marks stand out as the first areas to address since they are below the Favorable Zone and a Critical Skill for your job. B Communicates Effectively Communication 3.24 Thinks Creatively Adaptability 3.20 B Seeks Improvement Personal Development 2.76 SB Facilitates Team Success Relationships 2.67 S Processes Information Communication 2.53 Cultivates Individual Talents Development of Others 2.45 B Provides Direction Leadership 2.45 S B Delegates Responsibility Leadership 2.35 Motivates Successfully Development of Others 2.33 The pages that follow describe targeted training and development suggestions based on the four lowest rated Skill Groups. These have been rated lowest by All Observers. Color Key: or Chosen by Self or Boss as a Critical Skill Group Chosen by both Self and Boss as a Critical Skill Group All Observers 1 2 3 4 5 S B SB A Never Seldom Sometimes Usually Always 8
  • 13. According to your survey respondents, “Cultivates CheckPoint Individual Talents” is an important skill for you to develop. You may decide to enroll in a training Darcy Walker January 24, 1997 Development Summary course, get information from books or tapes, observe someone particularly competent in this area, Development of Others create opportunities on or off the job to practice the skill, and/or work at improvement while performing Cultivates Individual Talents your current responsibilities. The following suggestions will help direct your development efforts: Become an Effective Coach. • Make it a point to know the career goals and aspirations of others. Help plan the development needed to achieve the goal. • Be patient with mistakes. Make sure you fully understand all the circumstances. Turn the error into a learning experience. • Teach skills in chronological, incremental steps. Adjust the pace to fit the individual. • Ask others how you can assist in their professional development. Make Learning Opportunities Available. • Delegate challenging tasks or give targeted assignments to help others develop their potential. • Provide as many opportunities as possible for people to learn different aspects of the business. • Keep your eye on the company’s needs, as well as on personal development needs, when planning learning activities. What benefits the company will also benefit the individual. • Look for training opportunities that will allow others to build on their existing talents and experience. • Share books, tapes, journal articles, newsletters and conference notes that might prove helpful to a person working on a particular skill. Give Feedback Regularly. • Make sure that appraisals are constructive. Approach them as the starting point for making positive changes. • When people are not performing up to expectations, promptly and frankly discuss the situation with them. Use tact. Listen. Help them identify ways to improve. • Criticize performance, not the person. • Express confidence in a person’s ability to improve performance. • Be generous in giving positive feedback. Make it as specific as possible. • Schedule regular performance reviews. People need timely feedback on both skills needing attention and skills showing improvement. Schedule regular follow-up meetings, also. 9
  • 14. According to your survey respondents, “Provides CheckPoint Direction” is an important skill for you to develop. You may decide to enroll in a training course, Darcy Walker January 24, 1997 Development Summary get information from books or tapes, observe someone particularly competent in this area, create Leadership opportunities on or off the job to practice the skill, and/or work at improvement while performing your Provides Direction current responsibilities. The following suggestions will help direct your development efforts: Outline Expectations. • Clarify each team member’s responsibilities for accomplishing objectives. • Develop job descriptions that are distinct and specific, not vague and broad. Involve the staff in constructing the descriptions. Review and revise them often. Knowing who is supposed to do what reduces conflict in the workplace. • Clearly communicate policies, procedures and guidelines, as well as priorities and timelines. • Make expectations known for job behavior and attitude. Set standards for performance. • Spell out the expectations of your clients. • Explain and answer questions until expectations are perfectly clear. • Hold others accountable for performance at the level you’ve outlined. Provide timely feedback about performance. Make Appropriate Work Assignments. • Distribute responsibilities so that all bases are covered and efforts aren’t duplicated. • Redirect work that has not been as productive as planned. • Keep the workload for each individual challenging yet fair. • Be available to discuss problems with assignments and to explore solutions. Translate Tomorrow’s Vision into Today’s Activities. • Make sure everyone understands, and feels a part of, the organization’s mission. • Establish short and long-term goals that are consistent with the mission. Continuously track progress. • Constantly evaluate systems and processes. Make modifications that are in line with the direction of the organization. • Plan times for team members to report their individual work status, ultimately shaping a comprehensive view of the group effort. • In planning the steps necessary to complete a project, incorporate a series of checkpoints leading up to the final deadline. • Plan for, and make available, all necessary resources. 10
  • 15. According to your survey respondents, “Delegates CheckPoint Responsibility” is an important skill for you to develop. You may decide to enroll in a training Darcy Walker January 24, 1997 Development Summary course, get information from books or tapes, observe someone particularly competent in this area, Leadership create opportunities on or off the job to practice the skill, and/or work at improvement while performing Delegates Responsibility your current responsibilities. The following suggestions will help direct your development efforts: Delegate to Free Up Your Time and to Develop Your Staff. • Get used to the fact that others can handle some tasks as capably as you can. Maybe better. • Examine your workload and determine tasks that can be handed over to others. Delegate to the Best Person for the Circumstances. • Survey individuals to see what duties they’d be interested in tackling. • Match people’s strengths with work assignments. • Present small, challenging tasks to people with untested abilities. See if they can rise to the occasion. • If you know a person is trying to improve a skill, provide opportunities for practice. • If no one has the qualifications for a particular task that needs to be delegated, arrange for the necessary training. • Consider the other person’s workload when delegating. Shift responsibilities as necessary. Oversee, but Don’t Overcontrol. • Give as much direction as necessary to initiate people to new duties. Then let them take charge. Don’t hover. During periodic progress reviews, give additional direction as needed. • Make your expectations explicit and thorough. Then allow some flexibility in implementation. • Clarify which actions will require prior approval from you. Gradually increase the appointed person’s authority to act independently. • Delegate in stages when appropriate. Work up to the point where complete responsibility is transferred to the other person. • Encourage others as they take on new responsibilities. Give positive feedback whenever possible. Help them succeed and everyone wins. • Remember that failure can be a great teacher. Shield people in newly delegated positions from disastrous mistakes, but allow the opportunity for smaller errors that can be instructive for the future. Let Others Sharpen Their Problem-Solving Skills. • When people present problems, ask them for possible resolutions before offering your advice. Guide them in becoming solution-oriented. • Show confidence in the other person’s ability to craft workable, successful solutions to problems. 11
  • 16. CheckPoint According to your survey respondents, “Motivates Successfully” is an important skill for you to develop. You may decide to enroll in a training course, Darcy Walker January 24, 1997 Development Summary get information from books or tapes, observe someone particularly competent in this area, create Development of Others opportunities on or off the job to practice the skill, and/or work at improvement while performing your Motivates Successfully current responsibilities. The following suggestions will help direct your development efforts: Encourage Others by Giving Recognition and Showing Appreciation for Their Efforts. • Realize that everyone needs to feel valued and appreciated. • Understand the motivating power of recognition and rewards. • Never pass up an opportunity to acknowledge a job well done. • Never pass up an opportunity to show gratitude for extra effort, hard work, long hours. • Let others in the company know of the accomplishments of your team. • Give recognition to deserving people as soon as possible after their achievement. • Make sure everyone’s contribution to a successful group effort is acknowledged. • To keep morale up, don’t wait until completion of a lengthy project to celebrate. Recognize milestones along the way. Celebrating small victories will promote continued progress toward your goal. • Use traditional forms of recognition (like the company newsletter) and rewards (a bonus check), but also come up with some appropriate, creative ways to reward outstanding performance. • Give frequent praise to reinforce positive behaviors. • Realize that short phrases like “thank you,” “good job” and “nice work” can have big impact. • As much as possible, make the work experience challenging and satisfying. Be a Positive Influence in the Work Environment. • Convey an optimistic, can-do attitude. Expect great results. • Address problems, but don’t dwell on them. • Provide encouragement during stressful times. • Create an atmosphere where there is enthusiasm for a project and support for one another. • Look for ways to make the workplace fun. 12
  • 17. CheckPoint Benefits You (The Participant): • Learn how a variety of others in the organization view your performance. • Take the advantage of the information by instituting an action plan for your development. • Make continuous improvements to maximize your career and leadership potential. Your Boss (May be your manager, supervisor, team leader or coach depending on whether the results are shared): • Uses the results to support or help you in planning training and learning opportunities. • Makes coaching more focused and effective. • Provides appraisals that go beyond his or her personal perspective. Direct Reports / Internal or External Customers / Peers: • Play an active role in contributing to the development of others. • Become more team-oriented through involvement in the assessment process. • Experience increased job satisfaction by helping to initiate constructive changes. The Organization: • Aligns employee performance with organization’s objectives. • Achieves an environment of higher morale and increased commitment to excellence. • Translates the improvements in professional skills to an increase in productivity.