The Insight Talent Selection Process for Success

Learn and follow Insight's standard recruiting process for success

Before initiating the recruiting and hiring processes, Insight collaborates with the management team to ensure that everyone is aligned on the job requirements and expectations.  Too many times, managers are on different pages about what the most essential skills and talents are for a candidate.  Thus, confusion can set in about what to look for in the later recruiting steps.  We help to create alignment before any confusion sets in by executing the following steps. 

 Step 1:  Role Definition

Before the recruiting process can begin, Insight works with clients to clearly define the job being hired.  This outline of essential duties, competencies, skills & proficiencies, as well as education requirements, work environment requirements, and physical abilities, is essential for framing the expectations and requirements for the job.  Often, managers skip this step or fail to clearly detail the required tasks.  Thus, not being thorough and thoughtful can mislead others in the organization about what the job's expectations will be when a new person starts.  Therefore, we collaborate with the management team to ensure we fully understand the job and that all necessary details are covered in the job profile. 

Estimated Timeframe:  1 week

Outcome:  Completed job profile.  Note: This profile may change internally within the organization and with candidates during the process as further details evolve.

Step 2:  Create a Range of Success

The best benchmark for determining job expectations is based on analyzing your past experiences with performers in the job being recruited.  By getting to know what ‘makes them tick’ better, we can identify what has worked and what has not in employees’ past performances.  This analysis helps clients feel confident about the job profile, their expectations, and ultimately the interview questions that will be developed around the job functions to screen and spot the most viable candidates.  The process for benchmarking a Range of Success is the following:   

A.  Top performers:  We utilize the Kolbe Index A and B to assess top performers’ natural behavioral tendencies and personal job expectations.  Each top performer will complete the Kolbe A and B.  See attachment “Insight’s Whole Mind Assessment” for a detailed explanation about these assessments.

B.  Cooperatives: Asking only who you perceive to be top performers to take the Kolbe A and B assessments can be awkward when developing a team.  Thus, it is best to have the whole team working alongside this job to complete As and Bs, so that you can allow the Right Fit algorithm to determine a range of success that not only matches the top performers’ expectations set by management but also incorporates the existing working dynamics of the team.  We do not want to hire a candidate who will ‘butt heads’ with a co-worker.  Thus, we recommend that team members also take the Kolbe A and B assessments.  Their MOs will be valued in the algorithm at a percentage factor that can influence the range of success, ensuring compatibility with others in the organization.  This is important if, for some reason, the job is vastly different from what existing people the new hire will work with are doing.  As a side note, this will also give management a heads-up on whether any existing team members are experiencing job stress, which may be affecting team productivity.  Sometimes, being aware of the possibility of job stress can create an opportunity for an existing employee to be identified as a perfect fit for the open position.

Note: Kolbe A results are 95%+ accurate of a person’s natural talents throughout his/her lifetime.  The results for your employees are stored in our database and can be accessed at any time.  In future recruiting or employee development activities, where the Kolbe will aid your decision-making, you will not have to reinvest in Kolbe A results (unless a person is in Transition).

C.  Manager Expectations:  The manager or management team, who will be assessing the effectiveness of this role, will each complete the Kolbe C to set their individual standards for operating in the position.  If we find that managers are not aligned with their expectations of the role, we will address this immediately before running the Right Fit report, which determines the Range of Success for the job.  It is essential that the management team is in alignment regarding how the person in the role is expected to perform.  Otherwise, this will lead to turmoil and inconsistencies for future leadership. 

D.  Range of Success:  By completing the above assessments, our system will generate a Range of Success for the job.  This will identify the target range in each action mode that we need to ensure a candidate fits.  This report serves as the benchmark for recruiting comparisons.

Estimated Timeframe:  Typically 1-2 weeks, depending on the availability of employees and managers to complete assessments

Outcome:  Results of the target MO outlining the Range of Success candidates need to fall within.

Step 3:  Post The Opportunity

Now that the job is defined, you are ready to search for candidates.  It is essential to match your recruiting vehicles to the type of candidate you are seeking.  Ask yourself as if you are the candidate:

  • Where do I live, attend school, or currently work? 

  • What do I do for fun?

  • Who do I know?

  • What do I read?

Then consider where to advertise and the amount of information to provide to the candidate upfront.

Ideas of where to post the job:

  • Monster.com

  • CareerBuilder.com

  • Local newspapers

  • Local universities

Step 4:  Receive Resumes and Screen Candidates Using Job Matrix

Now that the job has been posted, you are ready to do an initial review of candidates.  It is essential to match your screening with the job profile that was created.  Insight can provide a job matrix that helps quantify the qualities you are looking for and see in resumes, thereby giving you data from which to select those who will be contacted for an initial interview.

 Step 5:  Prepare for Interviews

At this point, our clients now know the target range for the candidate they need to hire.  Now that we have the necessary information, we can develop meaningful interview questions to assess candidates’ knowledge of their own skills and talents, as well as their personality fit for the organization.

The interview is an opportunity to screen candidates before investing time and money in the upcoming assessments.  We help our clients develop a list of questions that are job and company-culture-specific. 

Estimated Timeframe:  1 week

Outcome:  Prepare interview questions 

Step 6:  Telephone Screen Interview Candidates

Insight can also provide guidelines for conducting telephone interviews effectively.  This helps the interview results be easily compared between candidates.  It is after this step that the candidates are chosen to whom you will administer assessments (Kolbe A) for the next round.

Estimated Timeframe:  1-3 weeks (includes time to conduct interviews) 

Outcome:  Completion of interview preparation with the interviewer and data collection recommendations to create valuable information for making next round selections.   

Step 7:  Kolbe A Assess Top Screened Candidates

Based on the interview results, clients select the most preferred candidates to complete the Kolbe A:  This will be compared to the Range of Success created above.  Candidates will be graded (A, B, C, D, F) based on their fit to the range created in Step 2.   Those with a rating of B or higher should be selected for the next step.

Estimated Timeframe:  1-2 weeks 

Outcome: An understanding of each candidate’s natural mode of operation, and whether it fits your requirements for the performance of the job. 

Step 8:  Select Candidates for Internal Interviews

The steps leading up to this point can be administered by an office manager or Insight.  Regardless, a job offer should not be extended at this point until the management team and key stakeholders have had a chance to interview the candidates using the previously developed interview questions.  Ensure you have a transparent process for interviewing and debriefing each candidate.  We recommend a matrix that is designed according to the requirements you are seeking, from which each management member rates each candidate.

Estimated Timeframe:  approximately 2 weeks

Outcome:  Assist management in their interview objectives and the decision-making process for candidate selection.  Or, the decision to restart the recruiting process if no one is selected.   

Step 9:  Complete Composite Whole Mind Assessments

After completing the first round of interviews, the management team should compare notes and decide who will be selected to complete the Whole Mind assessments below, meaning these assessments, in addition to the Kolbe, will help you understand all three parts of the mind for each candidate.  (See attached article.) 

After reviewing the assessments and the recommended interview questions provided (Profile XT), candidates should be narrowed down to those who are under consideration for a second interview or an offer.  Preferably, second interviews should be arranged for candidates to meet selected company representatives.  A more specific outline should be prepared, providing managers and cooperatives with a list of similar objectives to achieve in their interviews, so that they can compare results on an equal playing field.

  1. DiSC:  This assesses personality traits and social preferences.

  2. Thomas-Kilmann Conflict Mode: If the position requires the employee to interpret conflict, which often occurs in creative environments where differing points of view are present, this report will indicate their likelihood of collaboration versus avoidance, among other traits.  

  3. Profile XT: This assessment evaluates thinking and relating abilities on a scale of 1 to 10.  It also compares the scores with a benchmark range set as the national benchmark for the position you are recruiting.  You can adjust this benchmark range as needed.

After the second interview, interviewers should meet with their selected candidates and discuss the reasons for their selection.  If no consensus is reached and no candidates are preferred, the recruiting process should be restarted.

Estimated Timeframe:  approximately 1-2 weeks

Outcome:  A composite picture of each candidate that will help you assess their individual strengths and lesser strengths in comparison to your expectations for the job.  You will also receive a candidate-specific list of interview questions that managers can use in the next round of interviews.  

Step 10:  Make Offer

After selecting a new employee, create a job offer letter.  There are numerous templates in BLOOM® for this.  See Manager’s Guide under the MyTeam tab.  There are also template rejection letters for candidates who were eliminated.

Estimated Timeframe:  Varies based on needs

Outcome:  Preparation and approval of job offer

Step 11:  New Team Member Orientation

Create an orientation and training schedule for the first number of weeks.  Additionally, prepare the necessary HR forms that need to be completed and ensure the employee handbook is up to date. Introduce the new team member to your culture, its mission, and values.

Estimated Timeframe:  One week, plus other role training

Outcome:  Preparation and approval of orientation outline and materials to help the new hire get started well.

Step 12:  Complete Performance Dialogues

Provide instant feedback and development opportunities. Utilize a system like the BLOOM Team Leadership Platform as a performance management tool. Engage in routine performance dialogues and goal-setting activities to support success.

Estimated Timeframe:  One per month for goals and twice per year for performance dialogues, plus other training

Outcome:  Ongoing feedback and development to retain top talent.

>>Read more about the Insight Whole Mind recruiting and selection process

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