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CAPABILITY SNAPSHOT


Case Studies


A Capability Snapshot Experience

A TRAINING DIRECTORS DREAM - INTEGRATING INDIVIDUAL COMPETENCIES WITH ORGANIZATION NEEDS


PRESENTING ISSUE

To fulfill the company mission of becoming a learning organization, Bob, as the Director of Training and Development had begun by successfully championing the revamping of the organization's Performance Appraisal system. "We defined realistic statements of the key competencies that we felt were the cornerstones of all the organization’s human resources," stated Bob. "Although the Company had had a very professionally developed Performance Appraisal system in place before I arrived on the scene, it was too detailed, and therefore, cumbersome to work with. But I still faced the dilemma that every T&D Director faces - how to assess these competencies and create a flexible formal and informal learning curriculum to help each person improve."

When Bob learned about the Capability Snapshot from one of the Company’s external training suppliers, he reacted quickly. "I immediately recognized that this instrument was exactly what I was looking for," he proclaimed. "Not only was I able to relate how closely the Essential Capabilities of the Capability Snapshot model were to our key competency statements, but it’s measurement methodology presented the ideal way to get an accurate and objective feedback."

INITIATIVES UNDERTAKEN

Working closely with both the trained Capability Snapshot Associate, and CSI itself, a customized questionnaire was created, and a map developed to relate the Snapshot Capabilities with the Company’s key competency statements. Using the Information Technology department for the initial trial, the staff groups were segmented based on their functionality. To get external department feedback on the IT department, staff were identified from those departments that were the biggest users of their services.

"The external department feedback is one of the most important aspects of the Capability Snapshot methodology," points out Bob. "This forms the best way by which to measure and monitor the effectiveness of any training and development initiatives we undertake within the department. Unlike internal department evaluations which have built-in biases, the Capability Snapshot quantifies effectiveness in a way that is meaningful and actionable."

OUTCOME SUMMARY

The feedback data from the Capability Snapshot was analyzed by a cross-functional IT department task force. The sensemaking sessions confirmed what most of the task force felt were the departments needs for training, although there were a few surprises. "The participative approach we used to understand the feedback, in itself, was important to the whole process," notes Bob. "They developed several innovative ideas to promote improvement that did not require formal training programs. Without realizing it they were creating a learning culture within the department. Having objectively obtained baseline measures to work from they even set targets for their next Capability Snapshot."

By the mapping of the Capability Snapshot results to the competencies, a profile of each functional group within the department was created. "We now have the ability to review each group member’s performance to both their department’s and group’s profile, and establish individual improvement objectives;" states Bob, "achieving the ultimate objective of our undertaking. Now we are in the position to integrate the needs of every department in the Company with the key competencies of each individual in a direct way- an objective invaluable for creating a learning organization."

Bob recognized the value of the Capability Snapshot as a unique methodology for determining training needs from a ‘macro’ organization perspective; the power of its 3600 feedback; its use in developing a learning culture; and its adaptability to the Company’s Performance Appraisal system. "It’s a Training Directors dream," concludes Bob.


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