On the Horizon: Industrial/Organizational Psychology in the Web Age
Robert Most
Mind Garden, Inc.
Bruce J. Avolio
Center for Leadership Studies, SUNY Binghamton
Over the last year, each of us has been approached by organizations to discuss how we
might utilize the web for various human resource development purposes. These discussions
have focused on developing websites for conducting personnel assessment, performance
appraisals, on-line consultation, and for training and development purposes. In this
article, we seek to open a dialog about the technological possibilities available with the
web and Internet and to discuss what is currently available. We have included a glossary
at the end of this article to facilitate clarity of dialogue.
We will venture to say, that, by the year 2005, the Internet will have significantly
changed the way we practice psychology in our discipline. During the transition period
that will unfold over the next five years, we expect to see some of the more traditional
procedures, such as conducting performance appraisals, commonly using web technology for
both convenience and fundamental improvement in the value to the organization. As we move
beyond this transition stage in utilizing this technology, we also expect to see
fundamental change in the way our services are designed and delivered to stakeholders and
clients.
The tools and database features available on the Internet can supplement and extend
personal interactive work with clients. They can support interactions that continue beyond
the initial training and personal development work. In fact, interaction can be as often
as one would like to have it occur following a training event. The Internet provides a
framework for "just in time" support to clients during that critical
transitional period when someone leaves a training workshop and returns to all of the
demands of work that haven't changed since they attended training. The Internet tools and
facilities can help provide the needed "boosters" to keep the training impact
effects alive for longer periods of time for a reasonable cost. In a number of significant
ways the Internet can transform how we interact with clients, from the very first
intervention to the time one is ready to terminate services.
What's Happening to Ted and Ned Amidst All of This Global Churn?
Here's Ted
Ted and Ned have been involved in the leadership training business for the last 15
years. You are probably familiar with Ted's approach. He focuses on training management in
order to make it more personally effective by providing feedback to his clients on how
others see them; uses developmental exercises in training programs to improve leadership
skills; and, for some clients, he coaches them, one on one, to be more effective leaders.
To accomplish his objectives, Ted understands the power of multirater assessment and
structured questionnaires of leadership style and personal competencies.
Before his workshops, Ted typically uses an on-site company coordinator to send out
questionnaires to all participants in the workshop. Participants and/or the coordinator
then distribute the rater forms for completion, accompanied by the usual reminders to
participants to be sure to get their forms in before the deadline. Of course, there are
some who fail to accomplish this task, and Ted always wonders to himself whether these
people are "de-velopmentally ready" to be more effective leaders. Good question.
Because the companies Ted works with are typically global, it is always a problem getting
forms out and making sure they are mailed or faxed back in time for processing the reports
before the workshop. Unfortunately, some participants don't receive a multi-rater
generated report because either too few raters provided feedback, or the participants
themselves didn't have time, or the inclination, to complete the ratings.
Most participants enjoy Ted's workshops, they are impressed with the insights they gain
from colleagues rating their behaviors, and they appreciate the importance of building
their own development plan for implementation back on the job. Yet, oftentimes, when the
workshop is over, participants put the attractive leadership binder on their shelves,
practice for a few weeks the rules learned in the workshop, and then for most, go back to
work as usual, hopefully being a slightly better leader. Evaluations of Ted's workshops
are generally very positive, and he frequently has a number scheduled in advance with
companies who believe they are deriving substantial benefit from these interventions.
And Then Comes Ned
Over the last year, Ted's colleague Ned has been experimenting with utilizing a
multirater website for collecting leadership ratings prior to conducting his workshops.
The address (URL) of the website is e-mailed to all workshop participants in advance of
his workshops. Participants can easily enter the website from any location in the world,
with the password provided in an e-mail to their account. To obtain multirater feedback,
participants or an onsite coordinator are instructed to enter the name and e-mail or fax
number of each person they want to rate them on the surveys. Participants are coached on
how to add a personal message to explain the purpose of the assessment and to enhance the
quality and integrity of the data they will receive in the workshop. They can enter the
site and rate their own perceptions of their leadership behaviors and style. Each rater
then receives an e-mail or fax with the address of the website and the password. The
raters receive a date by which they must rate the participant, an explanation of how the
ratings will be combined, assurances of confidentiality and an e-mail address to which
they can send any questions or comments.
Upon entering the website, each rater immediately sees a message listing all
participants who have asked them to complete a leadership survey for them. By clicking on
a name, they are brought to the appropriate form for the participant (e.g., higher level,
peer, customer). They are then instructed on how to complete the survey on the individual,
they can rate each individual, and then exit the site upon completion of the survey.
The web server keeps track of the date of the workshop and a week before the workshop
an e-mail and fax message is sent to all raters and participants who have not completed
their ratings. With one client, Ned accelerated the pace of these follow-up messages so
that by the time of the workshop, those who had not fulfilled his/her obligation of
completing the survey were getting friendly and humorous reminders by e-mail several times
a day.
On the day of Ned's workshop, he checks into his website and sees from a list that one
of the participants has still not rated himself, although all raters have completed their
surveys. Like Ted, Ned wonders how developmentally ready this individual is to learn more
about leadership. He makes a call and asks him to please complete the rating that morning.
An hour before the workshop, Ned is able to get on his website and print all the reports
for the workshop group. He sends a note to all of the raters on the e-mail list to thank
them, and to remind them that the person who was rated will now be receiving feedback on
the survey in a way that will assure their confidentiality and anonymity. They are also
encouraged to contact Ned's e-mail address if they have any questions or concerns about
the workshop intervention.
During the workshop, Ned uses a well-established leadership and competency model and
provides participants with a web address (URL) to utilize following the workshop to help
them to continue developing their leadership competencies. The website provides each
person with a personal web page where they can retrieve an electronic copy of their
report. At the website, they are then led through a development planning process based on
the specific objectives they set for themselves in the training workshop. One of the
processes Ned has used in past workshops can be described as follows:
1. Participants are asked to select an objective to work on following the workshop. The
objectives often are derived by the rater's assessments from the multirater questionnaire,
along with other insights gained in the workshop.
2. When participants select an objective, they are brought to a set of behaviors or
action steps they can use to help them understand and learn more about how to achieve that
objective. The behaviors or action steps are set up in a hierarchy, so that the
participants can begin to work on some "low hanging fruit," or easier
objectives, followed by more complex ones that may take them closer to the heart of the
objective they have set for themselves. Each participant can add behaviors to work on
using a very user-friendly form that takes them through the steps to assign new behavioral
objectives for personal change and development.
3. Examples are provided on how to best measure a participant's success in
accomplishing their objective and the participant can write in their own criteria using
their own words. In some cases, Ned has contracted with the organization to have
supervisors of participants integrate the objectives that were set in the leadership
workshop directly into the performance review process/cycle.
4. Participants choose from a drop down box how long they will take to achieve the
objective.
5. They can enter the e-mail address of a colleague they might want to have help them
with completing their objective.
6. Their development plan comes up on the screen for them to review and print.
7. Each day via e-mail they receive a new behavior or set of behaviors to work on that
is associated with the goal. Participants can take many small action steps to address
revealed leadership gaps to build their full potential.
8. The colleague they selected to help them also receives e-mail showing the behavior
they are working on that day and can track progress with the participant and discuss ways
to improve leadership behavior and style via e-mail or face-to-face.
9. When the objective is finished, they can go to the site and make comments on how
well the process went and what they learned.
10. Finally, they can select another objective to work on, and, based on the objective,
they will receive a new set of behavioral suggestions and action steps to work on. The
process continues with the new objective.
The website contains a great deal of material about leadership competency development
that has been collected in the organization and from experts in the field. It explains
models of leadership, personal development, and how to get the type of mentoring that is
required to build one's full potential. Participants can select an objective or competency
and learn various behaviors and strategies they can use to develop their effectiveness.
The website contains a web board so they can post their ideas and communicate with others
using the web system. By clicking on a competency or leadership style, they can be
electronically taken to other material within the company for learning that competency,
other material placed there by Ned about the competency, or to Corporate Training to sign
up for a workshop on training in a specific skill area that would further enhance their
leadership potential. Training programs are being offered with the goal of providing a
"just in time" format to meet the needs of employees.
Ned's website provides him with many tools for organizational change. Ned's models and
best practices are always available to his clients and he can add and improve his material
at any point in time, as new ideas and insights arise. The more people use his site, the
more they can learn the skills of leadership and personal development, which over time
results in a more effective alignment and a common vocabulary in the organization
regarding leadership development practices.
Ned's website provides him with many communication tools for relating to his client
company. He can read and post messages on the web board to gather and respond to the
concerns and ideas raised by all employees. He can schedule on-line chats for doing
virtual training sessions or refresher workshops. He has the e-mail address of numerous
employees and can set up lists to communicate with certain groupings of project teams,
levels of management, and/or all employees. When employees have problems, they can e-mail
Ned, who can pull from pre-written solutions or training material to provide a
comprehensive and specific answer to address the needs of his clients. When he faces new
employee situations, he can post his answer on a web board or in a database so that other
employees with similar issues can access and learn from the information. Very little
information is lost, and most of it can be disseminated quite easily to large numbers of
employees across vast distances.
By using web-based e-mail, Ned can send graphic and linked web pages or small programs
such as Java or ActiveX applets. Ned can even show an animated character talking and
modeling behaviors using Microsoft Agent, a program for interactive animated
personalities. There are many tools available, and they are growing each day, to help make
the learning process instructive, continuous, and fun.
There are many important by-products from using website technology, but one important
one, in terms of impact with the organization, is that Ned's relationship with his client
is not "jump in, jump out," it is continuous and it evolves over time. Ned's
workshop participants are less likely to put his material on a shelf, but receive support
continuously over the year structured by e-mail sent from Ned's server in the form of the
behaviors they choose to work on. Ned has the opportunity to provide mentoring support to
a wide range of individuals by reviewing the objectives employees have accomplished and
how they worked through each objective. He can e-mail or call them to make suggestions and
provide advice on a "just in time basis."
As Ned's client company grows and faces new issues, he anticipates adding features and
content to the website, building on the base and relationship he has established with
various clients. Ned provides a valuable service by hosting the web system so that
developmental interactions can remain confidential if needed, and therefore not available
to corporate management.
Using the Web for Manager and Employee Interaction
The web can also be didactic. Imagine that you are in Human Resources and are charged
with insuring alignment between management's goals and the priorities and the competencies
of each employee. You can develop a paper-based tool to help support such alignment, which
you distribute every six months to assess the level of congruency between individual
priorities, and those that were specified by senior management. Alternatively, you could
develop a web-based system and keep track of the process for all employees on a day-to-day
basis, providing feedback where discrepancies may exist within the organization.
Imagine the following web-based system for Jane, a corporate manager:
1. Jane selects Larry from her list of reports and is brought to a pie chart showing
each of the corporate competencies desired in a manager as a wedge. Underneath the graphic
is Larry's name, job title, and a brief job description.
2. Jane clicks on each wedge of the pie and apportions 100 points across the
competencies to represent the proportion of competencies required in Larry's job based on
the priorities for his unit, division, and the overall organization. As Jane enters each
number, the wedge areas adjust. Jane can view a description of the competency from a
competency list accessed on the same page. She can also add in her own description of the
competency in language she may feel is more suitable for Larry's job and her unit.
3. Jane e-mails Larry to suggest they work together to apportion competencies for his
job.
4. Larry enters his personal web page and selects "job competency model."
Larry is presented with the job title and description. He can read the competency
descriptions and Jane's supplements to the descriptions. Larry apportions the competencies
he believes are needed for his job, and prioritizes them.
5. Jane is notified by e-mail sent from the web server that Larry has completed his
rating of his job.
6. Jane arranges to talk with Larry, who is located in another country, and tells him
that they should each bring up the "job competency model coordination" web page.
This facility is a collaborative application (e.g., Microsoft NetMeeting or Netscape
Communicator) that can be used to facilitate their working together to come up with
agreement of the weighting of different job competency areas of Larry's job. The page
shows three competency circles. The first circle is Jane's model of the job, the second
circle is Larry's, and the third circle is proportioned for each competency that shows the
average of their two ratings.
7. Jane and Larry discuss the job and the skills needed for the job. As they talk, they
apportion the competencies for the job in the third circle, which will end up as the final
job model.
8. It is now time to look at Larry's skills in relation to the job. Jane and Larry go
through a similar process, but this time they rate Larry's skill level on each competency.
When they view the competency pie, each competency is an equal size, but they can click to
indicate the rating. One click turns the wedge yellow for adequate skill performance, two
clicks turns the wedge red for needing development, and three clicks turns the wedge blue
for above average ability.
9. This time when Jane and Larry discuss the agreement on-line, they see one pie with
the blend of colors (e.g., if Jane rates Larry low and Larry rates himself high, the color
is purple). Clicking on the wedges, especially the non-agreement wedges (orange, green,
and purple), finalizes the rating.
10. Now Jane brings up a web page that shows Larry's competencies coloring the job
competency model. Where large wedges are red, there is a clear need for development.
Development judgments can be made from looking at the size and color of each competency
wedge. By clicking on the wedge Jane and Larry are linked to relevant training workshops
for which they can register, related documents within the corporation, and behaviors and
exercises for developing that competency. The competency development can also be
structured using the development plan model being used by Ned described above.
Note that the data for this process is stored in a corporate server. Whoever is
responsible for this process in HR can review where each manager and employee are in the
process, and when they last performed each step. They can e-mail reminders or schedule
reminders based on rules such as every month or immediately following a performance
review.
Using the Web for Alignment Across Levels
But what is the necessary evil in almost every company? You've got it, it's the
performance appraisal process! First, it is difficult to get managers to do performance
appraisals on time. Second, it is typically not associated with being fun. Third, even if
they do it, it is rarely linked to development. Fourth, it is difficult to get managers to
coordinate objectives across employees and with the objectives of that manager's boss. Now
imagine that you are reviewing the performance of your employee, Sydney.
The corporate server notifies you by e-mail that it is time for you to review Sydney.
You enter your management website and click on Sydney's name under the performance
appraisal area onscreen. You see her job description and the objectives from her last
performance appraisal. Since you have made notes about her performance over the review
period, each objective has an associated text box that includes your notes. Objectives
that are jointly assigned to some of your other direct reports have that report's name in
parentheses. Objectives that have been highlighted as important by your supervisor are in
bold green.
With the click of a button, you can bring in Sydney's ratings from the last review. You
use a set of buttons to rate each objective. There is a text box for you to make comments
about the objective. At the bottom of the screen there is a running average so you can see
how each rating affects the overall rating for Sydney.
You now enter the section for objectives in the next review period. The previous
period's objectives are presented as a starting point to which you can delete objectives,
or add new objectives from a drop down list. You can also add new objectives to that list.
When you add a new objective you see a "wizard" button. The wizard leads you
through examples and rules for writing a good objective. Below each objective there is a
text box for you to make comments about the objective.
Once you have finished with Sydney's objectives, you can move them up or down to rank
order them. You then continue on to the developmental section of the report. You can click
on a button to see the training workshops that Sydney has attended during the review
period. Another button shows you training material and workshops available to Sydney. By
clicking on the training examples, you can pull them into the performance appraisal
developmental form under "suggested training." You will also see the list of
corporate competencies. By clicking on a competency you can pull it into the performance
appraisal form development section. You can include behaviors Sydney can and should be
practicing to improve her skills.
Sydney follows a similar process on her performance appraisal form, including selecting
training that she thinks she should receive and behaviors that she thinks she should
practice during the performance review period.
It is now time for your review of Sydney's performance. You bring up her performance
appraisal form and notice that her ratings of one objective are radically different from
yours. You click an advice button next to the form and select that topic. You read about
how to work with Sydney to understand why her perceptions may differ from yours and how to
talk to her about resolving the differences in perception.
You call Sydney and you go to your management website and bring up the merged
performance appraisal form for Sydney. This form brings up each objective one by one with
your rating and comments side by side with her ratings and comments. A third area of the
page allows for a final, agreed upon rating. The features available on the individual
forms are also available on the merged form.
The objectives for the next review period are shown in a similar manner. The third area
of the form allows you to decide on the final objectives and their priority. You and
Sydney can add notes about achieving each objective. The developmental section also
provides full access to corporate training workshops and material and the database of
behaviors for developing corporate competencies.
Your supervisor can bring up in her management site the objectives she has with you and
the objectives that you have worked out with each of your direct reports. In that way, she
can contact you to adjust objectives to meet her goals, to build further alignment, and to
make sure everyone understands what they are supposed to be working on during this
particular review period.
Summary
The goal of utilizing websites is not to replace more traditional face-to-face
interactions standard to I/O psychology. On the contrary, websites can be used for
efficiency and follow-up to enhance the impact of the good work begun in face-to-face
interaction in training. Web-based tools can also add value to what can be done
face-to-face in a performance review process.
Yet beyond simply being a tool that can be used, there are also many interesting
questions that can be addressed in terms of needed research. For example:
- How can such systems facilitate managers who now must operate from remote distances from
their employees?
- What are the implications for giving positive or negative feedback when one is not
working face-to-face?
- How do we address the ethical issues of having access to a wide range of personal
information on individuals, the actions they are taking to improve themselves, and how
they utilize these tools in their own development?
- What sort of concerns should we be considering in terms of disclosure of information and
anonymity?
- In what ways can we use websites to continuously enhance learning and training impact
for individuals, groups, and organizations?
These and many other questions are now on the horizon in our field, and it provides a
very intriguing opportunity for practitioners and scientists to work side by side in
learning how to apply this new technology in the most optimal way for individual, group,
organizational, and hopefully for societal development.
Acknowledgment. We would like to thank Nancy Rotchford for ideas and a lively
discussion leading to the descriptions of the web-based performance appraisal and the goal
alignment process. Leisa Fearing of Elf Systems Corporation provided essential advice on
the realities of the web and has been instrumental in developing some of the systems
described in this article.
Appendix A: Web Implementations Available for Review
Mind Garden has a demonstration of the leadership development site at: http://leadership.mindgarden.com/demo/
National Computer Systems has a demonstration at: http://www.ncs.com/ncscorp/level4/psych/leader/mul_samp.htm
Glossary ActiveX is a set of software components which can be used to
provide special features for web-based applications. Creating an importance wheel that
adjusts to importance ratings currently requires custom enhancements made possible by
ActiveX. Applet is a small program that requires other software like an Internet
Browser to run. Browser is a program that allow your client software to interface
with web servers across networks or the Internet to access and retrieve electronic
documents and run applets. HTML (HyperText Markup Language) The standard language
for describing the contents and structure of pages on the world wide web. Internet
is the worldwide collection of networks of computers sharing digital information using a
standard set of networking and software protocols. Users are able to send and receive
information to anywhere else on the 'Net within minutes or usually seconds. Intranet
is a private computer network which is based on the same standards and software used on
the Internet. These are used within organizations to share information across different
locations and groups, but are usually carefully protected and kept entirely separate from
the outside world. >Java is a small secure, robust, object-oriented programming
language which will run on almost any type of computer, making it well suited for use on
the web. Microsoft Agent is a set of software services that supports the
presentation of software agents (applications that operate on the user's behalf) as
interactive personalities in a social interaction environment. Microsoft NetMeeting
is a software platform that provides real-time voice and data communication, application
sharing, file transfer, whiteboard, and text-based chat over the Internet. Netscape
Communicator combines the Netscape browser with workgroup collaboration and electronic
mail. Server is a computer that is connected by a network to many other computers
and acts as a common resource for the other computers. A web server is a server dedicated
to providing access via the Internet. URL (Uniform Resource Locator) defines the
location of a web page or other web resources. For example, the TIP URL is: http://www.siop.org/TIP.html World wide web, or web for
short, is an application on the Internet to locate and display documents anywhere on the
'Net.' These documents can contain links to bring up other web documents, pictures, sound,
video and embedded software applications.
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