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CavinKare

Competency Based HR Strategic Initiatives

    Assessing Key Competencies
                  Both
        Behavior and Functional

            Leading to performance outcome
Competency based HR Strategic Initiative

               Why this exercise?

We have Ambitious plan to grow

Wanted to reduce subjectivity in people processes

Progressive companies would give thrust on
  competency based people development process

Helps clarifying expectation, define future
 development needs, more focused hiring and people
 development planning
Benefits
   Role based competency matrix for all positions
   Present level competency can be ascertained and gap
    can been seen visibly
   TNI can be designed based on the gap identified
    and would be individual specific & more focused
   Can identify Hi-potential employees for future roles
   Talent Acquisition criteria would be fixed and would
    pave the way for objective based hiring
What is Competency?
The key success factor for the job…
                 “ASK”
 Attitude

 Skill

 Knowledge
What is ASK
   Attitude    Probing past experience impression vary
                Cannot be assessed in interview
                Can be assessed through
                Psychometric tool

   Skill       Past experience
                Can be tested empirically
                Can be assessed

   Knowledge   Education record
                Past experience
                Can be Seen
                Can be assessed
Steps involved in the competency mapping
   Step 1   * Review, finalize and accept
               company wide competency
               requirements that are critical for
               our company growth
   Step 2   * Define observable behavioral
               definitions [finalize behavioral
               dictionary]
   Step 3   * Define generic roles with
               definition for the company as a whole
   Step 4   * Create Role competency matrix
             * Identify Criticality required
             * Identify Proficiency level
Steps involved in the competency mapping

   Step 5    * Identify behavioral & Functional
                skills required for the role
   Step 6    * Define Functional skills
   Step 7    * Identify role holder for each role
   Step 8    * Assess role holder behavioral
                skill through Echo
   Step 9    * Assess Functional skill with
                superior/HoD
   Step 10   * Match Role holder competency Vs
                Role based competency
Steps involved in the competency mapping
   Step 11 * Action Plan
            a] Talent Acquisition
            b] Performance Management
                System [Talent Management]
            c] Learning Management System
                             [Talent Development]
   Step 12 * Employee Feedback
   Step 13 * Performance Management :
             A Holistic Approach
             – The Way Forward
Step 1 - Review, finalize and accept company wide
competency requirements that are critical for our company's
                           growth


    Competencies                    Mandatory/ Non-
   Communication                   negotiable
   Leadership                      Competencies
   Strategic Thinking             Micro planning and
   Creativity                      Execution
   Teamwork
                                   Differentiation
   Sense of Ownership
                                   Quality Orientation
   Customer Orientation
   Consumer Orientation
Step 2 – Define observable behavioral definitions [finalize
            behavioral dictionary] – CK Competencies

1    Leadership           Decisiveness – Makes timely decisions, takes risks using data,
                          facts and futuristic outlook

                          Change management – Understand what change requires,
                          work with stakeholders to influence change proactively

2    Creativity           Innovation – Think out of the box, veer away from run of the
                          mill solutions, come up with non-traditional solutions

3    Strategic Thinking   Strategic thought leadership – Show ability to look at the big
                          picture, draw global or local trends, build scenarios, put
                          together small pictures to make the big picture


4    Sense of Ownership   Initiative – Delivering results with commitment and
                          perseverance, sharing information, building long lasting and
                          transparent relationships, doing the job with attitude (taking
                          appropriate risks, providing candid observations, influencing
                          stakeholders), helps share the company’s culture
Step 2 – Define observable behavioral definitions [finalize
   behavioral dictionary] – Mandatory/ Non-negotiable
                       Competencies


1 Micro planning    Process orientation and Detailing - translating organizational
                    vision to action, building knowledge base, creating knowledge
  and Execution     platform, formulating strategies and designing action plans,
                    formulating measurement and monitoring mechanisms for
                    executing action plans. Working with speed and timeliness,
                    opportunistic, acting fast wit accuracy, taking action on both own
                    initiative and implementing others initiatives.

2 Differentiation   Competitive Advantage - Contributing to the success of the
                    business by serving the value chain, interpreting socio-economic
                    context, articulating the value proposition, leveraging business
                    drivers.

3 Quality           Adherence to norms, efficiency, and deliver excellence -
                    provide the highest level of internal and external customer service,
  Orientation       translate customer critical feedback to quality characteristics which
                    then determines process improvements and process efficiencies,
                    transfer learning across teams and business for continuous
                    improvement.
Step 3 – Define generic roles with definition for the company
                           as a whole

S No      Role definition                                           Sales
 1     Executive task under     Frontline sales – Direct sales, collection & distribution responsibility for
       supervision              assigned territory, feet on street, field job (Sales Reps, Sales Coordinator)


 2     Executing tasks          Area Responsibility – Direct sales, collection & distribution feet on street,
       independently            field & supervisory possibility for a large area (Sales/ Sr. Sales specialists
                                without direct people responsibility)

 3     Executing Leaders        Regional Responsibility – Direct sales, collection & distribution
                                responsibility, supervisory responsibility for targets in Region (more than 1
                                state) (Sales/ Sr. sales specialist with people and region (more than 1 state)

 4     Section/ Location Head   Division Responsibility – Responsibility for division profitability at a
                                national level, larger supervisory role, responsibility for sales & marketing
                                (Section chief/ Manager with national responsibility for division)

 5     HOD/ Management          Business Responsibility – Responsibility for profitability of all Divisions
       Team                     in the group for CKPL, High focused supervisory role, Responsible for
                                contribution to top and bottom line of CKPL (Business Group Heads)
Step 4 – Create Role competency matrix


                                                                  Role                                      




                                                               Function                                     




                                       Equivalent Competency Role                                           




                                                                              PROFICIENCY LEVELS




                                                BASIC AWARENESS           CONTRIBUTORY       EXPERT        LEADING EDGE

                           CRITICAL                                                                         

                                                                                                            

                                                                                                            

                                                                                                            

                       IMPORTANT                                                                            

                                                                                                            

                                                                                                            

                                                                                                            

                                                                                                            

                       PREFERRED

      CRITICALITY                                                                                                



    Functional/
    Technical Skills              Functional/Technical skill                                 Definitions

                                                                                                    
Step 4 – Identify Criticality required

        Detail how critical the competencies are

    CRITICAL - An absolute must / essential without which
    success on the job is difficult.

    IMPORTANT - Need to have, but a lack of it for the
    current conditions may not be a deterrent and can be trained.

    PREFERRED - Nice to have, one that adds that extra
    value, but absence of it for the current conditions not a
    deterrent to successful accomplishment of the job
Step 4 – Identify Proficiency level
LEVELS OF COMPETENCIES - A measure of relative
  comparison to identify “How much” of a specific
  competence.

   BASIC AWARENESS - Understanding at a macro level,
    sufficient to know “How to do it?” - “Competence to
    understand the book”
   CONTRIBUTORY - Understanding at a macro level and
    able to pass on the “How to do?” - “Competence to
    understand and teach the book”
    EXPERT COACH - Understanding at the detailed level,
    contribute, analyze and teach the “How to do ?”
    “Competence to understand, teach, and criticize the book”
    LEADING EDGE - Understand at the Micro level,
    contribute, analyze, teach ,and recreate the “How to do ?”
    “Competence to understand, teach, criticize and write the
    book.”
Step 5 – Identify Behavioral skills required for the
                             role
                                 CAVINKARE COMPETENCY MAPPING MATRIX                                                       
                                                            Role    Sales Representative             SD/147/00/01.10.08    



                                                         Function   Sales                                                  



                                   Equivalent Competency Role       Front line                                             



                                                                                  PROFICIENCY LEVELS



                                   BASIC AWARENESS                          CONTIRBUTORY                  EXPERT          LEADING EDGE
                                                                    Retail Perf Std              Selling Skills            
                      CRITICAL                                      Operational RS Management    Distribution Expansion    
                                                                    Product Knowledge            Claims making             
                                   Differentiation                  consumer orientation                                   
                                   PC skills                        Market Knowledge                                       
                  IMPORTANT        cavinkomm / RS software          Trade relations                                        
                                   Micro planning/execution         Customer orientation                                   
                                   Analytical skill                 Team work                                              
    Criticality                    Quality orientation              Communication                                          
                  PREFERRED                                         Creativity                                             
Step 5 – Identify Functional skills required for
          the role: Sales & Distribution
    Business           Division             Region               Area          Front Line Sales
  Responsibility     Responsibility      Responsibility      Responsibility
Business Plan      Sales planning      Sales targets      Selling skills      Selling skills

Relationship       Relationship        Expanding          Distribution        Distribution
management         management          distribution       expansion           expansion
Benchmarking       Supply chain        Collections        RPS                 RPS
                   management
Supply chain       Customer            Inventory          RS management       RS management
management         satisfaction        monitoring
Team management    Marketing support   Resource           Financial           Financial
                                       management         commitment mgt      commitment mgt
New business       Team management                        Product knowledge   Product knowledge
development
                   Policy/process                         Market knowledge    Market knowledge
                   compliance
                   Trade marks                            Trade relations     Trade relations
                   protection
                                                                              Analytical skill

                                                                              Claims making
Step 5 – Identify Functional skills required for
             the role: Marketing

          Leader            Managerial              Execution          Co- ordination

     PC skills            PC skills              PC skills             PC skills

     Marketing strategy   Profit monitoring      Profit monitoring     Marketing plan
                          skill
     Brand management     Marketing plan         Consumer tracking     Consumer tracking

     Media management     Tracking               Advertising and       Competition
                          competition            media promotions      tracking
     Agency               Product launch and     Research activities
     management           promotion
     Trademark            Build brand identity   Brand related
     management                                  activities
     Financial acumen     Agency briefing        Knowledge of
                                                 product and
                                                 packing
Step 5 – Identify Functional skills required for
           the role: Human Resources
        Leader                Managerial               Execution         Co- ordination
Global HR trends        PC skills                PC skills            PC skills

Financial acumen        Recruitment management   Compensation         Statutory knowledge
                                                 management
Labour law know         PMS                      HR info system

Know of HR concepts &   Compensation             Payroll management
process                 management
Business acumen         IR skill

HR vision               HR info system

Policies & procedures   Payroll management

RAG analysis

Comp & rewards

Talent management

HR info system

Group HR operation
Step 6 – Define Functional skills
                              SR Role
     Functional competencies                                    Definitions            
     Selling Skills                     Steps of sales calls ….expand                  
F
u    Distribution expansion             Enhance coverage in a defined budget           
n
     RPS                                Availability and visibility - merchandising    
c
ti   RS Management                      Stock norms, ROI, Mkt Service, Infrastructure, Mkt Credit
o
n                                    Handling collection issues, distributor investment, RS
a    Financial commitment Mgt       funds management
 l                                   Basic understanding of categories and products vis-à-vis
/    Product Knowledge              the competition
T
e                                    Understanding of the geography and relationship with
c    Market Knowledge               dealers
h                                    Relations with the retailers, leverage the
n    Trade relations                sales                                              
 i
c    Analytical skill                   Analysis of territory alignment [coverage and routing]
a    Claims making                      Product returns, subsidy, schemes rejections handling
 l
S
k
il
ls
                                                                                       
Step 7 – Identify Role Holder for each role


   On line display of individual competency
Step 8 – Assess role holder behavioral skill through
                           Echo

             What is an Echo Tool
   Echo
   Psychometric Tool
   Behavioral questionnaire
   20 minutes only
   Interpersonal, activity and motivation
   10 Dimensions of Personality
Step 8 – Ten Dimensions of Personality

Introversion            Extroversion
Anxiety                 Relaxation
Assertion               Questioning
Receptivity             Distance
Rigidity                Improvisation
Intellectual Dynamism   Intellectual Conformism
Combativeness           Conciliation
Realization             Facilitation
Belonging               Independence
Power                   Perfection
Step 9 – Assess Functional skill with
                  superior/HoD

   By Experience
   Would be empirically done by superior
   360 degree Appraisal
Step 10 – Match of role holder Vs Role based
                competency
Step 10 – Match of role holder Vs Role based
                competency
Step 10 – Match of role holder Vs Role based
                competency
Step 11 – Action Plan
             [a] Talent Acquisition


   Fixing a norm for selection
   Change in the interview evaluation sheet
   Competency based Preliminary interview
   Administer Echo and match with
    competency matrix
   Hiring – Other post selection procedures
    would be administered as is being done by
    HR
Step 11 – Action Plan
        [b] Performance Management System
                [Talent Management]


   Administer at the time of appraisal
   Identify hi-potential – future role leaders
   Link it with the promotion policies
   Succession planning
   Career Planning
   Under- utilization
Step 11 – Action Plan
           [c] Learning Management System
                 [Talent Development]

   Input for the CK university
   Gap identified would be the basis for the
    individual Learning
Step 12 – Employee Feedback
  On line system would be made available wherein
   employees can see –
a] what is the competency expected for the role
b] where they are against it
c] 360* appraisal the superiors would give a
   feedback
Step 13 – Performance Management :
           A Holistic Approach
         THE WAY FORWARD
* Existing Vs Present
Change in PMS…. May happen in future
 JC Priority

 KRA

 Behavioral Competency

 Functional Competency

 360 degree appraisal

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Competency mapping

  • 1. CavinKare Competency Based HR Strategic Initiatives Assessing Key Competencies Both Behavior and Functional Leading to performance outcome
  • 2. Competency based HR Strategic Initiative Why this exercise? We have Ambitious plan to grow Wanted to reduce subjectivity in people processes Progressive companies would give thrust on competency based people development process Helps clarifying expectation, define future development needs, more focused hiring and people development planning
  • 3. Benefits  Role based competency matrix for all positions  Present level competency can be ascertained and gap can been seen visibly  TNI can be designed based on the gap identified and would be individual specific & more focused  Can identify Hi-potential employees for future roles  Talent Acquisition criteria would be fixed and would pave the way for objective based hiring
  • 4. What is Competency? The key success factor for the job… “ASK”  Attitude  Skill  Knowledge
  • 5. What is ASK  Attitude Probing past experience impression vary Cannot be assessed in interview Can be assessed through Psychometric tool  Skill Past experience Can be tested empirically Can be assessed  Knowledge Education record Past experience Can be Seen Can be assessed
  • 6. Steps involved in the competency mapping  Step 1 * Review, finalize and accept company wide competency requirements that are critical for our company growth  Step 2 * Define observable behavioral definitions [finalize behavioral dictionary]  Step 3 * Define generic roles with definition for the company as a whole  Step 4 * Create Role competency matrix * Identify Criticality required * Identify Proficiency level
  • 7. Steps involved in the competency mapping  Step 5 * Identify behavioral & Functional skills required for the role  Step 6 * Define Functional skills  Step 7 * Identify role holder for each role  Step 8 * Assess role holder behavioral skill through Echo  Step 9 * Assess Functional skill with superior/HoD  Step 10 * Match Role holder competency Vs Role based competency
  • 8. Steps involved in the competency mapping  Step 11 * Action Plan a] Talent Acquisition b] Performance Management System [Talent Management] c] Learning Management System [Talent Development]  Step 12 * Employee Feedback  Step 13 * Performance Management : A Holistic Approach – The Way Forward
  • 9. Step 1 - Review, finalize and accept company wide competency requirements that are critical for our company's growth Competencies Mandatory/ Non-  Communication negotiable  Leadership Competencies  Strategic Thinking  Micro planning and  Creativity Execution  Teamwork  Differentiation  Sense of Ownership  Quality Orientation  Customer Orientation  Consumer Orientation
  • 10. Step 2 – Define observable behavioral definitions [finalize behavioral dictionary] – CK Competencies 1 Leadership Decisiveness – Makes timely decisions, takes risks using data, facts and futuristic outlook Change management – Understand what change requires, work with stakeholders to influence change proactively 2 Creativity Innovation – Think out of the box, veer away from run of the mill solutions, come up with non-traditional solutions 3 Strategic Thinking Strategic thought leadership – Show ability to look at the big picture, draw global or local trends, build scenarios, put together small pictures to make the big picture 4 Sense of Ownership Initiative – Delivering results with commitment and perseverance, sharing information, building long lasting and transparent relationships, doing the job with attitude (taking appropriate risks, providing candid observations, influencing stakeholders), helps share the company’s culture
  • 11. Step 2 – Define observable behavioral definitions [finalize behavioral dictionary] – Mandatory/ Non-negotiable Competencies 1 Micro planning Process orientation and Detailing - translating organizational vision to action, building knowledge base, creating knowledge and Execution platform, formulating strategies and designing action plans, formulating measurement and monitoring mechanisms for executing action plans. Working with speed and timeliness, opportunistic, acting fast wit accuracy, taking action on both own initiative and implementing others initiatives. 2 Differentiation Competitive Advantage - Contributing to the success of the business by serving the value chain, interpreting socio-economic context, articulating the value proposition, leveraging business drivers. 3 Quality Adherence to norms, efficiency, and deliver excellence - provide the highest level of internal and external customer service, Orientation translate customer critical feedback to quality characteristics which then determines process improvements and process efficiencies, transfer learning across teams and business for continuous improvement.
  • 12. Step 3 – Define generic roles with definition for the company as a whole S No Role definition Sales 1 Executive task under Frontline sales – Direct sales, collection & distribution responsibility for supervision assigned territory, feet on street, field job (Sales Reps, Sales Coordinator) 2 Executing tasks Area Responsibility – Direct sales, collection & distribution feet on street, independently field & supervisory possibility for a large area (Sales/ Sr. Sales specialists without direct people responsibility) 3 Executing Leaders Regional Responsibility – Direct sales, collection & distribution responsibility, supervisory responsibility for targets in Region (more than 1 state) (Sales/ Sr. sales specialist with people and region (more than 1 state) 4 Section/ Location Head Division Responsibility – Responsibility for division profitability at a national level, larger supervisory role, responsibility for sales & marketing (Section chief/ Manager with national responsibility for division) 5 HOD/ Management Business Responsibility – Responsibility for profitability of all Divisions Team in the group for CKPL, High focused supervisory role, Responsible for contribution to top and bottom line of CKPL (Business Group Heads)
  • 13. Step 4 – Create Role competency matrix   Role         Function       Equivalent Competency Role       PROFICIENCY LEVELS   BASIC AWARENESS CONTRIBUTORY EXPERT LEADING EDGE   CRITICAL                                         IMPORTANT                                                 PREFERRED CRITICALITY           Functional/ Technical Skills Functional/Technical skill Definitions    
  • 14. Step 4 – Identify Criticality required Detail how critical the competencies are   CRITICAL - An absolute must / essential without which success on the job is difficult.   IMPORTANT - Need to have, but a lack of it for the current conditions may not be a deterrent and can be trained.   PREFERRED - Nice to have, one that adds that extra value, but absence of it for the current conditions not a deterrent to successful accomplishment of the job
  • 15. Step 4 – Identify Proficiency level LEVELS OF COMPETENCIES - A measure of relative comparison to identify “How much” of a specific competence.  BASIC AWARENESS - Understanding at a macro level, sufficient to know “How to do it?” - “Competence to understand the book”  CONTRIBUTORY - Understanding at a macro level and able to pass on the “How to do?” - “Competence to understand and teach the book”   EXPERT COACH - Understanding at the detailed level, contribute, analyze and teach the “How to do ?” “Competence to understand, teach, and criticize the book”   LEADING EDGE - Understand at the Micro level, contribute, analyze, teach ,and recreate the “How to do ?” “Competence to understand, teach, criticize and write the book.”
  • 16. Step 5 – Identify Behavioral skills required for the role   CAVINKARE COMPETENCY MAPPING MATRIX       Role Sales Representative SD/147/00/01.10.08     Function Sales     Equivalent Competency Role Front line     PROFICIENCY LEVELS   BASIC AWARENESS CONTIRBUTORY EXPERT LEADING EDGE       Retail Perf Std Selling Skills     CRITICAL   Operational RS Management Distribution Expansion         Product Knowledge Claims making     Differentiation consumer orientation       PC skills Market Knowledge     IMPORTANT cavinkomm / RS software Trade relations       Micro planning/execution Customer orientation       Analytical skill Team work     Criticality   Quality orientation Communication       PREFERRED   Creativity    
  • 17. Step 5 – Identify Functional skills required for the role: Sales & Distribution Business Division Region Area Front Line Sales Responsibility Responsibility Responsibility Responsibility Business Plan Sales planning Sales targets Selling skills Selling skills Relationship Relationship Expanding Distribution Distribution management management distribution expansion expansion Benchmarking Supply chain Collections RPS RPS management Supply chain Customer Inventory RS management RS management management satisfaction monitoring Team management Marketing support Resource Financial Financial management commitment mgt commitment mgt New business Team management Product knowledge Product knowledge development Policy/process Market knowledge Market knowledge compliance Trade marks Trade relations Trade relations protection Analytical skill Claims making
  • 18. Step 5 – Identify Functional skills required for the role: Marketing Leader Managerial Execution Co- ordination PC skills PC skills PC skills PC skills Marketing strategy Profit monitoring Profit monitoring Marketing plan skill Brand management Marketing plan Consumer tracking Consumer tracking Media management Tracking Advertising and Competition competition media promotions tracking Agency Product launch and Research activities management promotion Trademark Build brand identity Brand related management activities Financial acumen Agency briefing Knowledge of product and packing
  • 19. Step 5 – Identify Functional skills required for the role: Human Resources Leader Managerial Execution Co- ordination Global HR trends PC skills PC skills PC skills Financial acumen Recruitment management Compensation Statutory knowledge management Labour law know PMS HR info system Know of HR concepts & Compensation Payroll management process management Business acumen IR skill HR vision HR info system Policies & procedures Payroll management RAG analysis Comp & rewards Talent management HR info system Group HR operation
  • 20. Step 6 – Define Functional skills SR Role   Functional competencies   Definitions   Selling Skills   Steps of sales calls ….expand   F u Distribution expansion Enhance coverage in a defined budget   n RPS   Availability and visibility - merchandising   c ti RS Management   Stock norms, ROI, Mkt Service, Infrastructure, Mkt Credit o n Handling collection issues, distributor investment, RS a Financial commitment Mgt   funds management l Basic understanding of categories and products vis-à-vis / Product Knowledge the competition T e Understanding of the geography and relationship with c Market Knowledge   dealers h Relations with the retailers, leverage the n Trade relations   sales   i c Analytical skill   Analysis of territory alignment [coverage and routing] a Claims making   Product returns, subsidy, schemes rejections handling l S k il ls          
  • 21. Step 7 – Identify Role Holder for each role  On line display of individual competency
  • 22. Step 8 – Assess role holder behavioral skill through Echo What is an Echo Tool  Echo  Psychometric Tool  Behavioral questionnaire  20 minutes only  Interpersonal, activity and motivation  10 Dimensions of Personality
  • 23. Step 8 – Ten Dimensions of Personality Introversion Extroversion Anxiety Relaxation Assertion Questioning Receptivity Distance Rigidity Improvisation Intellectual Dynamism Intellectual Conformism Combativeness Conciliation Realization Facilitation Belonging Independence Power Perfection
  • 24. Step 9 – Assess Functional skill with superior/HoD  By Experience  Would be empirically done by superior  360 degree Appraisal
  • 25. Step 10 – Match of role holder Vs Role based competency
  • 26. Step 10 – Match of role holder Vs Role based competency
  • 27. Step 10 – Match of role holder Vs Role based competency
  • 28. Step 11 – Action Plan [a] Talent Acquisition  Fixing a norm for selection  Change in the interview evaluation sheet  Competency based Preliminary interview  Administer Echo and match with competency matrix  Hiring – Other post selection procedures would be administered as is being done by HR
  • 29. Step 11 – Action Plan [b] Performance Management System [Talent Management]  Administer at the time of appraisal  Identify hi-potential – future role leaders  Link it with the promotion policies  Succession planning  Career Planning  Under- utilization
  • 30. Step 11 – Action Plan [c] Learning Management System [Talent Development]  Input for the CK university  Gap identified would be the basis for the individual Learning
  • 31. Step 12 – Employee Feedback On line system would be made available wherein employees can see – a] what is the competency expected for the role b] where they are against it c] 360* appraisal the superiors would give a feedback
  • 32. Step 13 – Performance Management : A Holistic Approach THE WAY FORWARD * Existing Vs Present Change in PMS…. May happen in future  JC Priority  KRA  Behavioral Competency  Functional Competency  360 degree appraisal