viaPeople Insight - Performance Management & Succession Planning Blog

Leah Groehler

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The HR Software Dilemma: Best–of-Breed vs. Integrated Talent Management

Dec 5, 2017 9:15:00 AM / by Leah Groehler posted in HR Software


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Top 3 Characteristics of an Awesome 360 Feedback Process

Feb 23, 2013 10:33:00 AM / by Leah Groehler posted in 360 Degree Feedback


Organizations that implement highly successful 360 programs have a few secrets to running such successful feedback initiatives. And they're not sharing...but we are!

360 Feedback is as hot as it's ever been.

In the past 20 years we have seen an acceleration in 360 feedback initiatives and many different approaches on how this can be accomplished. Of course with these different approaches we have seen some that are more successful than others. Over our many years of conducting 360 Degree Feedback initiatives we have surfaced the top three characteristics for a successful 360 feedback program. While there are certainly other factors that contribute to the program’s success, we know that these three are fundamental to achieving the full benefits of 360 feedback

1. Clearly Define the Process and Messaging 

Before any 360 Degree Feedback initiative begins, there should be a clear purpose defined. Decisions need to be made on how the data will be used:

  • Will this be strictly for development? Will there be some type of linkage with succession planning processes?
  • Will this be used to drive training initiatives or other leadership development programs?

Deciding on these important variables before the 360 process begins ensures that your positioning will be clear and participant confusion can be avoided.

2. Identify the Survey Questions that are Most Relevant for Your Business

The leadership skills and behaviors deemed most important for one organization are not necessarily the same for another. Depending on the culture of the organization and the stage of growth these behavior and criteria could differ considerably.

For smaller organizations that may not have the resources to develop a competency model or customized 360 feedback survey, a standard leadership assessment tool is fine as long as the questions can still be tailored. We take this approach frequently with our smaller client organizations where we provide the 360 leadership survey developed by our Industrial Organizational Psychologists and tailor the questions to be specific to our clients. This is a very efficient and effective method for getting the questions right within a limited budget and timeframe.

Survey length is also a very important factor to consider when deciding on a set of survey questions. The 360 survey should never be longer than 50-60 items. A survey longer than that will inevitably result in survey fatigue so we recommend a very focused, targeted set of questions - ideally no more than 50 items.

3. Develop a Well Thought Out Plan for Feedback Delivery

It’s important to have a plan for feedback delivery at the beginning of a 360 feedback initiative so this can be clearly communicated to the participants in advance. The more information is communicated to the participants up front, the more you ease any apprehension and minimize confusion around the process.

For higher-level leaders (e.g., executives) we always recommend one-on-one coaching with an external coach. In our experience, when clients have attempted to coach these leaders internally, there is often apprehension about giving direct feedback when it comes to areas for development. An external coach has no internal political pressure to side-step these issues.

For mid-level managers and individual contributors a group feedback delivery session is not only very well received but also cost-effective. This format typically involves first setting the stage for what to expect when participants see their report.  In our training sessions, we first address the typical reactions people experience when receiving feedback. This prepares people for receiving information on their strengths as well as development areas (for more detail on strategies to keep in mind while interpreting the 360 report, see 360 Feedback- No Sweat..Even in this Heat!). We then provide a sample 360 feedback report so participants understand how to interpret each section when they receive their own report. Last, we provide the actual feedback reports to each individual and then move to action planning for development.

Bringing managers or individual contributors together with their peers in this type of setting offers an opportunity to share best practices, openly discuss strategies for development planning and even form stronger relationships as they are working on an initiative that require sharing a bit of personal information.

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The Succession Planning 9 Box: A Powerful Tool To Be Used Wisely

Mar 27, 2012 7:39:00 AM / by Leah Groehler posted in Succession Planning, 9 Box


As Succession Planning processes become more common in organizations today, HR teams are using a popular method for identifying and classifying talent: The 9 Box chart. The 9 Box chart is a matrix which contains employees categorized by two variables (their performance ranking and their potential for advancement).

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Who Gets the Keys: Should HR or Executives Drive the Succession Planning Process?

Jan 26, 2012 1:42:00 PM / by Leah Groehler posted in Succession Planning, Talent Management, High Potentials


My clients have different needs when it comes to succession planning and sometimes these needs impact who manages the succession planning process in their companies. For example, some organizations have specific expansion plans which dictate what type of process, skills sets and leadership will be part of the initiative. Other organizations have diversity initiatives that may require a different process and leaders. Still others have board mandates requiring executive succession plans which often demand a different level of participation from the executive team.

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Where to Draw the Line: Determining Who to Include in Your Succession Planning Process

Nov 29, 2011 1:05:00 PM / by Leah Groehler posted in Succession Planning, High Potentials


For our clients who are ready to embark on a succession planning process, we are often asked to provide a recommendation on who they should include in the initial talent assessment phase. One can understand the dilemma as often clients are most concerned with finding successors for the CEO and his/her executive team. Given this objective, should you assess the executive team? The team and 1 level below them? Two levels below?

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Avoiding Common Roadblocks in Your Succession Planning Process

Sep 22, 2011 9:29:00 AM / by Leah Groehler posted in Succession Planning, Talent Management


We are often asked by our clients to help them anticipate common mistakes, obstacles or roadblocks when implementing a succession planning process. Planning ahead not only enables clients to mitigate these obstacles but also allows for thorough contingency planning should those obstacles arise.

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It's Lonely at the Top When Your Succession Planning Process Fails

Aug 31, 2011 7:56:00 AM / by Leah Groehler posted in Succession Planning, Talent Management


The recent news on Steve Jobs’ resignation highlights the importance of having a solid succession planning process in place. In the case of Apple, there was, and is presently, a successor for Steve Jobs however for many organizations this is not the case. When executives leave an organization whether for health reasons, desire to move to another company or retirement, not only does this leave a gaping hole in the executive team but it’s very expensive to fill the role externally (and this certainly comes with no guarantee that the new external hire will “fit” within the organization culturally). If the role is filled unexpectedly with an internal leader, then that person’s role is vacant, and so on and so on.

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Deal Us In: Everyone Wants in on the Performance Appraisal Process Action

Aug 2, 2011 3:11:00 PM / by Leah Groehler posted in 360 Degree Feedback, Performance Evaluation, Upward Feedback, Peer Appraisal


As our clients gear up for the year-end performance appraisal process, we are frequently asked whether other stakeholders should participate in the feedback process. As more and more managers are taking on a larger span of control they often have less of a direct opportunity to observe the performance of each and every employee throughout the year. As you can imagine, this situation can result in a less-than-meaningful performance appraisal discussion. Add to this the fact that more employees are working in a team environment and therefore have the perfect opportunity to observe the performance of their peers and provide valuable feedback on strengths and development areas.

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Make the First Move in Succession Planning

Jul 8, 2011 12:37:00 PM / by Leah Groehler posted in HR Software, Succession Planning, High Potentials


The recent SHRM poll on succession planning has received a great deal of social media attention over the past few weeks. 

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Is it a Secret? Communicating Hi-Po Status in Succession Planning.

Jun 17, 2011 1:30:00 PM / by Leah Groehler posted in Succession Planning, Talent Management, High Potentials, 9 Box


Whether or not to communicate a leader’s “high-potential” status, as identified through the succession planning process, is one of our clients’ most frequently-asked questions. There are many valid reasons for apprehension here:

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