Welcome to The PROFILOR® Kickoff Session Date Name PDI Ninth House Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. Communication/Kickoff Session Why Conduct a Kickoff Session? Clarify the reasons for the implementation. Set expectations and orient people to the process. Allay fears and concerns; answer questions. Provide guidance on how to select respondents. Outline process steps and timeframes. Outline follow-up expectations. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 2 The PROFILOR® Kickoff Session Agenda Purpose and Benefits of The PROFILOR® Process Steps and Timing of the Process Facts about PROFILOR Feedback Confidentiality of the Process The PROFILOR® Competency Model Overview of the Feedback Report Choosing Respondents Avoiding Typical Rating Errors Distribution of surveys Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 3 The Company Behind The PROFILOR MINNEAPOLIS/SAINT PAUL PDI NH: Global HR consulting firm founded in 1967 Corporate Headquarters BOSTON Employs more than 700 team members CHICAGO 28 full-service offices DENVER Serves clients on five continents DETROIT Clients: ABU DHABI BRATISLAVA BRUSSELS BUDAPEST DEN HAAG LONDON MILAN PARIS STOCKHOLM GENEVA STUTTGART ATLANTA DALLAS HOUSTON LOS ANGELES 80% of Fortune 100 MINNEAPOLIS 75% of Forbes Global 100 NEW YORK 70% of Business Week Top 100 Global Brands SAN FRANCISCO HONG KONG Bogotá, Colombia MUMBAI Buenos Aires, Argentina SHANGHAI Vitoria, Brazil SINGAPORE Sao Paulo, Brazil TOKYO Mexico City, Mexico SYDNEY Athens, Greece MELBOURNE Istanbul, Turkey AFFILIATES: WASHINGTON, D.C. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 4 PDI Ninth House A global human resources consulting firm with expertise in talent management. Known for research-based strategies, systems and tools. Specializes in products and services for: employee selection, leadership development, performance and reward systems, succession management. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 5 Purpose of the PROFILOR® Process Support Current and Future Business Objectives Facilitate Organizational Change Efforts Upgrade the Organization’s Talent Pool Enhance Communication in the Organization Facilitate Individual Development Identify Group Training Needs Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 6 The PDI Development Pipeline® Necessary conditions for real and lasting development Insight Motivation Capabilities Real-World Practice Accountability Insight: Do you know what to develop? Motivation: Are you willing to spend the time & energy to develop yourself? Capabilities: Do you know how to acquire the skills & knowledge you need? Real-world practice: Do you have opportunities to try new skills? Accountability: Do you internalize new capabilities to improve your performance and results? Are you held accountable and rewarded for development? Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 7 Steps of the PROFILOR® Process Step 1: Step 2: Step 3: Step 4: Step 5: Step 6: Step 7: Communication/Kickoff Meeting Distribution of Surveys Completion of Surveys Processing of Feedback Reports Feedback Sessions Development Planning Ongoing Development and Follow-up Step 8: Time2Change® measure (optional) Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 8 Key Dates Kick off Session Submit Respondent List Survey Completion Deadline Processing of Feedback Reports Feedback Sessions Development Planning Sessions Completion of Development Plans Time2Change Process Initiated xx Month Year xx Month Year xx Month Year xx Month Year xx Month Year xx Month Year xx Month Year xx Month Year Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 9 Facts About PROFILOR Feedback Its focus is on development. It acts like a 4-way mirror. Feedback is anonymous, except from boss. It measures “perceptions,” but not necessarily “truth.” It is comprehensive and specific. It provides normative comparisons. It gives you responsibility for your own development. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 10 Confidentiality of the Process Respondents’ names (except your boss) are not associated with the survey. Online surveys are completed on PDI NH’s secure website. Paper feedback reports are sealed. Respondent feedback is anonymous, except from the boss. The feedback report is for development purposes only. The participant owns the report and decides how much to share. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 11 The PROFILOR® Wheel For Mid-Level Leaders Sample PROFILOR Model Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 12 The PROFILOR® Feedback Report I. Importance Summary II. Skill Ratings a. Skills Overview b. Perspective Comparisons III. Focus for Development c. Specific Question Results Composites Highest/Lowest Items Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 13 Choosing Respondents Choose people who will provide you honest, useful feedback. Choose people you have worked with for at least six months. Choose people with whom you frequently interact Typically only one boss participates, but up to 3 can be reported separately. Except the boss, choose a minimum of 2 respondents from each perspective group to participate (we recommend 4 or 5 per group). Contact each of your respondents personally before distributing the surveys. Let them know: you value their perspective. their responses will be anonymous. only you will get a copy of the report. you really do want them to be candid. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 14 Avoiding Typical Rating Errors Compatibility error Perfectionism error Charisma error Recency error Central Tendency error “One Incident” error Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 15 The PROFILOR® Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 16 Completing Your Survey Online Online-only Data Collection Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 17 Data Collection: Details of the Online Process You will receive an email from support@pdi360.com with directions, a unique login ID and a link or URL for the PDI NH website Log on to the PDI NH website to complete your list of respondents (the people you want feedback from), and to complete your own self-survey Each of your respondents will receive an email with directions, a unique login ID and a link or URL for the PDI NH website You can check to see how many of your respondents have submitted their surveys and send email reminders as needed. We recommend that you coordinate with HR to determine who should send out reminder emails and how often. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 18 Participant Process Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 19 Login Screen Participants and Respondents enter the site here. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 20 E-mail to the Participant The e-mail contains instructions, website address, and a Login ID. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 21 Language Selection Example – Actual data will vary For Multi-Lingual Projects (bypassed for English-only) Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 22 Data Privacy Consent Form Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 23 Instructions for Participant Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 24 Home Page Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 25 Add Respondent Example – Relationships categories may vary Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 26 Respondent List and Send Invitations Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 27 Demographic/Research Questions (for Norms) Example – Actual data will vary Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 28 Behavior Ratings Example – Actual data will vary Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 29 Importance Ratings Importance Ratings are completed by only the Boss and Participant. Example – Actual data will vary Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 30 Importance Ratings Distribution Example – Actual data will vary The system will warn the Participant and Boss if they have not entered the correct importance distribution. Click OK to continue with selected distribution; click Cancel to make changes. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 31 Unanswered Questions 1 2 Unanswered questions are highlighted. 3 Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 32 Printing the Survey The survey, with responses, can be printed for future reference. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 33 Use the Browser’s Print Function Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 34 Submit Survey The survey is submitted for processing. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 35 Confirmation Participants and Respondents receive a confirmation message that the data has been received. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 36 Home Page Participants can check how many Respondents have completed the survey. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 37 Check Status of Response Rate Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 38 Send Reminders to Respondents In addition to system reminders from HR Coordinators, Participants can send reminders to Respondents. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 39 Change Report Language Example – Actual data will vary You can change the language of the feedback report. Languages vary by project. This tab is not available for English-only projects. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 40 For Respondents Only Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 41 E-mail to the Respondent The e-mail contains instructions, the website address, and a Login ID Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 42 Instructions for Respondent Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 43 Open Ended Comments These questions are presented only to Respondents. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 44 Time2Change® Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 45 Time2Change® - Overview Re-assesses the behaviors you targeted for development, 6-12 months later. Short, follow-up 360 survey (typically only 210 items). Tailored to your specific development objectives (strengths and/or needs). Your respondents will be asked how much change they have observed in the behaviors you have been working on. Includes open-ended comments. Gives you direct feedback on how your development efforts are being perceived. Unlike your PROFILOR report, your Time2Change report is meant to be shared and discussed with your boss. Provides information on the aspects of your environment that are promoting or inhibiting your development. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 46 Time2Change® with PROFILOR® Time2Change can provide you direct feedback on your development efforts following any development initiative that results in behavioral development objectives (360, coaching, training, assessment, annual development planning, etc.). Using Time2Change as a follow up to The PROFILOR 360: Complete The PROFILOR Receive Development Feedback & Create a Development Plan Implement Development Plan Activities Complete Time2Change Receive Time2Change Feedback Report of Perceived Change Share and discuss results with your boss/coach Make adjustments to your development efforts/plan as needed Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 47 Time2Change and the Necessary Conditions for Development Insight Motivation Capabilities Real-World Practice Accountability Time2Change incorporates PDI NH’s expert knowledge around how adults learn and improve job performance As the participant, you will rate yourself on your targeted behaviors and complete a short survey based on the conditions for development (10 items) Information on which segments of the development pipeline are most constrained is provided Helps you keep your development in focus and hold yourself accountable to your own personal goals Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 48 Choosing Time2Change Respondents You do not have to choose the same respondents you did for your PROFILOR 360 feedback Choose people who you believe will provide honest, useful feedback - preferably those who have known the development objectives you have been working on Choose people who have had on opportunity to work with you before and during the time period you were working to develop these skills Choose people with whom you frequently interacted during the last several months Typically only one boss participates, but up to 3 can be reported separately Let your respondents know their feedback will be anonymous, for your own development, and that you want them to be candid Except the boss, choose a minimum of 2 respondents from each perspective group to participate (we recommend 4 or 5 per group) Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 49 Confidentiality in Time2Change Process Respondents’ names are not associated with the survey. Online surveys are completed on PDI NH’s secure website. Respondent feedback is anonymous, except from the boss. The feedback report is for development purposes only. Each participant reviews a copy of their report with their coach and/or boss and discusses any necessary changes to their development plans. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 50 Participant Process Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 51 E-mail to the Participants For multi-lingual projects only The e-mail contains instructions, website address, and a Login ID. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 52 Login Screen Participants and Respondents enter the site here. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 53 Language Selection Example – Actual data will vary For Multi-Lingual Projects (bypassed for English-only) Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 54 Data Privacy Consent Form Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 55 Instructions for Participant Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 56 Participant’s Home Page Step 1: Select the items for your survey. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 57 Organization pre-selected Items (optional) Example – Actual data will vary Organization pre-selected items are an optional feature. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 58 Build Survey Page Example – Actual data will vary Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 59 Survey – Strengths Example – Actual data will vary Participant-selected Questions - Strengths Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 60 Survey – Opportunities Example – Actual data will vary Participant-selected Questions - Opportunities Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 61 Survey – Obstacle Questions Example – Actual data will vary For Participant Only Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 62 Research Questions For Participant Only Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 63 Unanswered Questions 1 2 Unanswered questions are highlighted. 3 Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 64 Printing the Survey The survey, with responses, can be printed for future reference. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 65 Submit Survey The survey is submitted for processing. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 66 Confirmation Participants and Respondents receive a confirmation message that the data has been received. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 67 For Respondents Only Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 68 E-mail to the Respondents The e-mail contains instructions, website address, and a Login ID. Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 69 Instructions for Respondent For Respondents Only Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 70 Open Ended Comments For Respondents Only Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 71 Questions & Answers What questions do you have? Copyright © 2010, Personnel Decisions International Corporation, d.b.a. PDI Ninth House. All Rights Reserved. 72