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Case Studies

Case Studies – Selection Assessment

After significant corporate-wide reorganization was completed in mid-2009, our client took the opportunity to recalibrate all officer-level positions. Where possible, positions were centralized to reduce duplication of effort and to streamline processes for efficiency. In other cases, positions were refined to bring executives closer to the implementation strategy and operations. As an outgrowth of this, we introduced our proprietary 360°Position Analysis for each position to improve and tighten the selection process. Ratliff & Taylor’s methodology helped the company: select top talentand avoid hiring errors.

First, Ratliff & Taylor conducted a 360°Position Analysis for each position to improve and tighten the selection process. Our selection assessments benchmarked the “short list” of candidates for each opening. We compared qualified candidates against explicit criteria of the hiring committee along with psychometric assessment tools, projective interviews, and position objectives. The results: a unified hiring committee, consistent selection of “best fit / top talent”, and mitigated risk of costly and often demoralizing hiring failures.

Second, we converted our 360°Position Analysis findings into development plans. We provided onboard coaching programs that addressed the distinctly different opportunities and challenges for leaders who are promoted “up through the ranks” and those executives who are selected from the competition. Results: accelerated the credibility, influence, and leadership capabilities of the incumbent. Onboarding has proven a smart and sophisticated approach to ensuring success right out of the gate.

$22 billion Financial Services Company

SVP, Treasurer – 3 external candidates

SVP, Chief Compliance Officer – 4 candidates (internal & external)

SVP, Chief Audit Officer – 2 external candidates

VP, Brand Identity & Creative Center – 3 candidates (internal & external)

VP, Associate General Counsel – 3 internal candidates

AVP, Benefits – 2 candidates (internal & external)

Director, Compensation – 2 external candidates

Case Study: Executive Coaching

What used to be called getting promoted, the world now calls succession planning. The incumbent faces the challenge of coming-up-the-ranks, while corporate boards are challenged to develop executive bench strength. What happens when the two efforts unwittingly work at cross purposes? For one executive, it felt like an undertow. He lost his footing, and almost his momentum.

When the VP of Marketing had failed for the 3rd time to get promoted internally, he sought the advice of the head of Talent Acquisition. It was the VP’s personal assessment that he was interviewing poorly since by all other standards he was regarded as a high performer with high potential. In fact he had just been selected to attend an intensive (and expensive) executive development program, and had consistently earned high performance ratings year-over-year. The executive coaching assignment was recommended by the head of talent acquisition with the highest regard.

Ratliff & Taylor’s experts met (the VP and coach) and decided quickly we would work well together. After compiling assessment data, feedback from each of the hiring managers who had interviewed the VP, as well as other key stakeholders, a plan was set and the coaching assignment was launched. Like all solid leaders, the VP was an earnest student and a quick study. In collaboration, we discovered 3 key learning’s (his words): Efficiency does not trump curiosity; Followership is the goal of leadership; Humility is a transforming experience. The results: the VP reconvened with each hiring manger to share his learning’s. Each executive agreed that the learning’s identified were “spot on” and reflected accurately the specific issues of the VP. Over the short next months, each volunteered further feedback that the VP had made significant strides in filling-out his leadership. Additionally, the VP accepted an invitation from the Chief Strategy Officer to lead a stretch assignment. He is poised for growth.

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Ratliff & Taylor | Cleveland
6450 Rockside Woods Blvd. S.
Independence, Ohio 44131
(216) 901-6000

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