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SM
SM
Agenda
1. Introduction
2. Role of 360°assessing
3. Three tips
• Value is in Action
• Leadership is vital
• Developing the right priorities
SM
Introductions
Ashley McKertich
Global Head, Assessments and Insights
(e) ashley.mckertich@rogensi.com
(p) +61 2 8296 1021
Jordan Menzel
Employee Insights, Qualtrics
(e) jmenzel@qualtrics.com
(p) 1 (801) 943-6106
Inspire Exceptional Performance
x x
Alignment Capability Mindset
Exceptional
Performance
Learning /
a continuous journey
Identify and validate
needs
Measure development
Sustain development
•  Role of leaders / managers
•  Accountability
•  70/20/10 development
•  Blended learning
•  IDP à implementation
Tip 1: Value is in action
Engaging people to act is about creating the ah-ha moment
Assessment design
•  Set participant’s frame of mind
•  Use a relevant & consistent scale
•  Rate competence AND importance to
role
•  Give people the opportunity to free
text à feedback
•  Evaluations should take no more
than 10-15 mins
Assessment report
Development is a
process
Tip 2: Leadership is vital
Major Australian bank
•  Relationship bankers
•  GFC impact à 1 state
dramatically underperforming
•  Lack of urgency, sales “culture”
and pro-activity at all levels
Assessments exposed
•  Lack of sales process, focus
and discipline
•  Alignment challenges
between leaders and teams
10 greatest sales
competency alignment gaps
Interventions included
•  Duration = 3 months
•  1:1 leadership coaching
•  Attended team meetings &
development days
•  Leading & advising major pitch
opportunities
•  Defined and implemented standard
sales process
Results
•  12% net growth in loan book
•  8% net growth in deposit book
•  More than $1.5M in new margin
•  Increased cross sales
•  Pipeline strongest in 4 years
Tip 3: Work on the right
priorities
Major healthcare
manufacturer
•  National product sales team
•  Approached us to deliver core
skills capability development
•  Blanket training in large group
format - conference
Quantitative + Qualitative
research exposed
•  Relatively strong on Knowledge
competencies
•  Notably weak on Process & Mindset
•  Some skills needing development
•  Significant misalignment between
Manager and team
Interventions + Results
•  Group conference and 12 learning modules
•  Focused development on building mindset, skills
(negotiation, communication, questioning &
listening etc) and critical conversations
•  Results included:
•  Engagement scores up 40%
•  22% increase in sales à best ever 6 months
•  54% increase in margins
Questions
Ashley McKertich
Global Head, Assessments & Insights
rogenSi
(e) ashley.mckertich@rogensi.com

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