How and When the Sessions will be Conducted

Session 1 – Conceptualize the Project October 17
Session 2 – Plan the Project October 17
Session 3 – Data Collection October 20
Session 4 – Data Analysis and Coding October 24
Session 5 – Building & Implementing the Model October 27
Session 6 – Develop Applications October 31
Post-Workshop – Individual Consulting Assistance To Be Scheduled

ORIENTATION – A one-hour orientation meeting will be scheduled prior to the first session, during which the schedule for the sessions will be reviewed and, with a consensus of the group, modified to accommodate schedule conflicts of participants. With the program being limited to eight participants, some flexibility in scheduling is possible.

Each of the sessions will be held using Zoom conferencing on Tuesdays and Fridays from 1:00 PM – 3:30 PM EDT.

• Between each session, there will be 1-2 hours of readings, exercises, and assessments to complete.

• Materials will include the full 3-day workshop workbook, contents of the Quick-Start Competency Modeling program, various Powerpoints, and additional handouts and forms.

Approved for HRCI Recertification Credits

Workitect’s Six-Step Building Competency Models Process

Workitect’s Six-Step Building Competency Models Process - image

Pre-Workshop Orientation

  • Review objectives and content of program
  • Discuss participant’s needs and expectation
  • Consider possible adjustment of program schedule
  • Determine ground rules for sessions.

Session 1 – Conceptualizing the Project

  • Thinking through the business need
  • Clarifying the need with the sponsor
  • Developing an approach
  • Gaining the sponsors support for the approach
  • Three approaches to competency model building
  • Best practices in competency modeling

Session 1 – Project Planning (Step 2)

  • Stakeholder analysis
  • Structure of the project plan
  • Planning Worksheet

Session 2 – Data Collection (Step 3)

  • Data collection tasks
  • Criteria for Good Model – Job Assessment Process
  • Primary data collection methods
  • Secondary data collection methods
  • Complete data gathering exercises
  • General approach for analyzing data

Session 3 – Data Analysis and Coding (Step 4)

  • Analyzing data from job analysis interviews
  • Analyzing data from structured event interviews
  • Integrate data from all sources
  • Target data exercise
  • Coding Exercise
  • Analyzing data from resource panels

Session 4 – Building the Competency Model
(Step 5)

  • Select a set of competencies
  • Create behavioral indicators
  • Identify clusters
  • Prepare draft of model
  • Review with sponsors

Session 5 – Developing Applications (Step 6)

  • Professional Development and Training
  • Selection
  • Performance Management
  • Succession Planning
  • Discussion on specific applications

Individual Consulting Assistance

To Be Scheduled

In separate meetings, each participant (or project team) reviews their planned project, implementation plan, challenges, issues, etc. and receives consulting help from a Workitect consultant.

Instructor/Consultant/Coach

Richard Gerlach

Vice President, Consulting and lead instructor for the highly-rated Building Competency Models workshop.

He has thirty-five years of experience in leadership and executive development, training, human resources, and organization development. Formerly, held senior leadership positions with Ryder System, Inc. (Group Director-Organization Effectiveness and Human Resource Development), Pabst Brewing Company and Ryan Homes, Inc. He has extensive experience in developing competency-based performance management, selection, assessment and management development processes. Master’s Degree in Management from the University of Southern California and Bachelor’s Degree in Finance from Western Michigan University.

“Dick is a great trainer – very knowledgeable, humorous/engaging. Love the succession planning piece!”

“Dick is very knowledgeable and has an engaging style. Exceptional Training! ”

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Competency Dictionary License & Discounted Workshop Fee

The Workitect Competency Dictionary/Library is used throughout each workshop in instructional materials, e.g. coding booklets and interview guides, and in practice exercises. These materials are copyrighted and cannot be used outside of the workshop without written permission by Workitect. Consequently, it is recommended that the organization of each participant acquire a competency dictionary license prior to attendance. Participants with a license will receive a 40% reduction of the workshop fee. Contact us for more information.

Workshop Fee

$2,100 per person, 10% discount for multiple registrants from the same organization.

$1,260 (40% discount) for Workitect Competency Dictionary Licensees.

To Register

Online or Contact Ed Cripe at ec@workitect.com or 800-870-9490