Employees are the lifeblood of your organization. If you want to retain talent and cultivate new leaders, fast and flexible development programs are essential. Join us as rogenSi shows how they used data and insights to accelerate their employee development programs. You’ll learn 360-degree feedback best practices from the perspective of the practitioner and the consultant.

2. Housekeeping
This session is being recorded and each of you will receive a
copy of the recording and the slides.
Please chat any questions using the chat window, questions
will be addressed during the Q&A.
To join the conversation on Twitter, use @rogensi @qualtrics
#hr
SM

3. SM
Agenda
1. Introduction
2. Role of 360°assessing
3. Three tips
• Value is in Action
• Leadership is vital
• Developing the right priorities

4. 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

5. Inspire Exceptional Performance

6. x x
Alignment Capability Mindset
Exceptional
Performance

7. Learning /
a continuous journey

8. Identify and validate
needs

9. Measure development

10. Sustain development
• Role of leaders / managers
• Accountability
• 70/20/10 development
• Blended learning
• IDP à implementation

11. Tip 1: Value is in action
Engaging people to act is about creating the ah-ha moment

12. 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

13. Assessment report

14. Development is a
process

15. Tip 2: Leadership is vital

16. Major Australian bank
• Relationship bankers
• GFC impact à 1 state
dramatically underperforming
• Lack of urgency, sales “culture”
and pro-activity at all levels

17. Assessments exposed
• Lack of sales process, focus
and discipline
• Alignment challenges
between leaders and teams

18. 10 greatest sales
competency alignment gaps

19. 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

20. 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

21. Tip 3: Work on the right
priorities

22. Major healthcare
manufacturer
• National product sales team
• Approached us to deliver core
skills capability development
• Blanket training in large group
format - conference

23. Quantitative + Qualitative
research exposed
• Relatively strong on Knowledge
competencies
• Notably weak on Process & Mindset
• Some skills needing development
• Significant misalignment between
Manager and team

24. 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

25. Questions
Ashley McKertich
Global Head, Assessments & Insights
rogenSi
(e) ashley.mckertich@rogensi.com