Competency Workshop

Building Competency Models

October, 2023 Program

Approved for 20 HRCI Recertification Credits

(Modified version of 3-day live workshop)

How and When the Workshop will be Conducted

  • Each session will be held using Zoom conferencing on Tuesdays and Fridays from 1:00 PM – 3:00 PM EDT. During the first orientation session, the schedule will be reviewed with the participants to determine if any modification can be made to accommodate the needs of the group.
  • 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.
  • More details about the program content and benefits of attending can be found on the Building and Implementing Competency Models web page

Participant Feedback “The workshop is a fantastic blueprint to follow; not a seminar filled with theory and philosophical thought which do you no good in the real world.” Director, Talent Management. Read More

Workitect’s Six-Step Building Competency Models Process

Pre-Workshop Planning & Orientation

October 13, 2023

  • 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 (Step 1)

October 17, 2023

  • 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
    • Project Planning (Step 2)
  • Stakeholder analysis
  • Structure of the project plan
  • Planning Worksheet

Session 3 – Data Collection (Step 3)

October 20, 2023

  • 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 4 – Data Analysis and Coding (Step 4)

October 24, 2023

  • 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 5 – Building the Competency Model (Step 5)

October 27, 2023

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

Session 6 – Developing Applications (Step 6)

October 31, 2023

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

Session 7 – 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 Workitect consultant.


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

Workshop Fee

$1,260 for each participant from an organization with a Workitect Competency Dictionary license. ($2,100 for each participant from an organization without a Workitect Competency Dictionary license)

Calendar Schedule

Pre-Workshop Orientation – October 13, 2023

Session 1 – Conceptualizing the Project – October 17, 2023

Session 2 – Project Planning – October 17, 2023

Session 3 – Data Collection – October 20, 2023

Session 4 – Data Analysis and Coding – October 24, 2023

Session 5 – Building the Competency Model – October 27, 2023

Session 6 – Developing Applications – October 31, 2023

Session 7 – Individual Consulting Assistance To Be Scheduled

Additional Details


Register online, contact Ed Cripe at or 800.870.9490


Competency Bundle