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Practice Network: Competency Modeling: Viagraized Job Analysis Or Impotent Imposter?

Michael Harris

University of Missouri–St. Louis

Greetings from Practice Network (PN) once again. As I stated in my first column, my goal is to focus on a timely theme that will be of interest to practitioners, as well as everyone else, including academics. This edition of PN considers a term that has been the recent focus of considerable discussion: competency modeling. The term "competency modeling" contains two words that sound sophisticated and fashionable. The word "competency" calls to mind the recently popularized phrase "core competencies," which is associated with organizational strategy. What phrase do you associate with the word "modeling?" Many of you will answer "causal" or "confirmatory," terms which sound highly analytical and precise (or depending on your graduate school training, esoteric or frustrating!). Because I had practically no exposure to competency modeling, I decided that this would be a good topic for me to learn more and write about for PN. I therefore contacted some people who seemed knowledgeable about competency modeling. I purposely kept the number of people that I contacted down to enable me to pay for the long distance calls out of my "end of fiscal year" phone account. The basic questions I asked the respondents were:

  1. What is competency modeling?
  2. How does competency modeling differ from traditional job analysis?
  3. How do you conduct competency modeling?
  4. What are the strengths and weaknesses of competency modeling?

A summary of these discussions follows, along with my own observations.

What is Competency Modeling?

Based on my conversations, competency modeling is the process of determining what competencies are necessary for a job or job family. After talking with my respondents, it occurred to me that I had not asked anyone to specifically define what a competency was (though I was given several examples), so I went to my 1,500+ page (yes, I still have a paper copy) dictionary and found that a competency involves the possession of a "required skill, knowledge, qualification, or capacity." Based on the dictionary definition and from what my respondents said, a competency is generally quite similar to our traditional Knowledge, Skill, Ability, or Other requirement (KSAO).

In my conversations with respondents, however, there were two major differences mentioned between our traditional KSAOs and a competency. First, competencies may be defined more broadly than our traditional KSAOs. For example, materials I received from the Office of Personnel Management included "self-esteem" as a competency. Quite frankly, I doubt that self-esteem would be included as a KSAO, as the latter term is used. Second, one respondent remarked that he viewed competencies as being similar to "roles," much like I suppose Mintzberg used the term in developing his classic typology of managerial roles. For example, a competency under this approach might be "information conduit." What are the implications of this expanded notion of competencies? I’m not sure.

In short, I believe that my respondents would agree that competency modeling is a systematic process of determining the competencies needed to be successful in an organization. Beyond that general definition, I think there are some major differences, as well as some common overlap, in how my respondents understand competency modeling.

How Does Competency Modeling Differ From
Traditional Job Analysis?

After one or two initial conversations with respondents, I began to wonder whether the saying I heard in graduate school, "old wine in new barrels," was going to be an apt description. This was followed by a fear that I wouldn’t have enough material to fill my column for this issue, so I decided to dig deeper and hope that I found more fecund, as opposed to feculent, material to work with. After contacting more people, I found some diversity of opinion regarding the difference between competency modeling and traditional job analysis. First, let me explain very briefly that by traditional job analysis I mean a process in which both tasks and KSAOs are compiled and quantitatively rated by subject matter experts (SMEs).

With this definition in mind, I found two basic opinions as to the difference between traditional job analysis and competency modeling. One position was that competency modeling is no different than a traditional job analysis. Respondents in this camp suggested that the only real difference was that competencies were defined somewhat more broadly than traditional KSAOs. When asked what advantage competency modeling had then over the traditional job analysis, respondents had several different reactions. One respondent, who works in the public sector, indicated that the selection process that had been used in the past was very task specific. Using a task specific approach was far less appropriate in the 1990s because jobs were changing so much. Thus, competency modeling enabled him to focus on testing for more general skills and abilities. Another respondent, employed as a consultant, argued that the primary advantage of competency modeling was the term. In other words, clients were more impressed by the term "competency modeling" than the term "job analysis." Similarly, the term "competency" seemed more marketable than the awkward sounding expression "Knowledge, Skills, Abilities, and Other requirements." Parenthetically, I must admit that I have always felt that "job analysis" sounded cold and sterile, as do the words "Knowledge, Skills, and Abilities." And, does it matter what we call this process, as long as we are doing it properly and not pretending it is something that it is not?

The other camp indicated that competency modeling was different than a traditional job analysis. These respondents described a process that differed from traditional job analysis in a number of potentially important ways. Generalizing across several different opinions, I would summarize this process of conducting competency modeling as follows. First, the organization’s and department’s mission and objectives are discussed with SMEs. Second, based on this information, the competencies that are required to successfully meet the mission and objectives are described. Third, the general competencies are defined by SMEs in specific, behavioral terms. As one respondent stated, this definition of competency modeling is similar to a strategic job analysis. Gatewood and Feild, in their textbook "Human Resource Selection," indicated on p. 313 that a major step in strategic job analysis, as compared to a traditional job analysis, involves SMEs discussing how various issues (e.g., new technology) will change the job at issue. Information about future tasks and KSAOs is then based on these anticipated changes.

Thus, one major difference between this approach to competency modeling and traditional job analysis is that the former approach explicitly links skills and abilities to the bigger picture. One thing that quickly came to mind as I thought about this is that it reminds me of a training needs analysis, in which the first step is an "organizational analysis," during which the mission and objectives are considered. I think that this is particularly helpful given the present emphasis in both the for-profit and nonprofit world on articulating and adhering to a mission. When I pointed this out to one respondent, she did agree with me (of course, she may have been saying that to get me off the phone!). Stated somewhat differently, perhaps the closer linkage of competency modeling to the organizational mission and objectives will provide I-O psychologists with greater credibility.

A second difference emphasized by several respondents was that competency modeling aimed for a wider application. Specifically, competency modeling aims at identifying skills and abilities that can be used for a variety of purposes and for a variety of jobs in the same organization. For example, using competency modeling, one may be able to create a list of competencies that might be used for selection, performance appraisal, compensation, and training purposes. By way of comparison, traditional job analysis was perceived as leading to a narrower, more specific set of skills and abilities that tend to be useful for only one or two specific purposes (e.g., selection) and just a small group of jobs. From what I can tell, this may be a potential strength of competency modeling over traditional job analysis. The need for more general, rather than specific, job analyses, seems to mesh with validity generalization findings as well.

A third difference compared to traditional job analysis indicated by several respondents, across the two camps, was that competency modeling does not require quantitative ratings by SMEs. According to one respondent, this was an advantage for certain job groups, such as executives, where the SMEs would be unwilling to complete lengthy questionnaires. Likewise, not having a requirement for ratings was seen as an advantage in terms of time and expense. I point out, however, that several of my respondents did collect quantitative ratings for the purposes of competency modeling. It would be unfair, then, to characterize competency modeling as being purely qualitative, just as I believe it would be inappropriate to characterize job analysis as being nonquantitative just because some methods do not use ratings.

My personal response to this third difference is to be somewhat skeptical. While I can see the advantages of saving time and costs, it seems to me that some degree of accuracy may be lost. Minimally, I view the rating process as a double-check on the appropriateness of the KSAOs that have been obtained. While I am not convinced that different conclusions will be drawn if ratings are used, I do think it is an important part of this process. My final concern is a legal one; I believe that it would be much more difficult to defend a selection process that is not based on quantitative ratings, particularly if the organization is relying on a content validity strategy. My conversations with the respondents indicated that no one was aware of any discrimination lawsuits involving competency modeling.

Finally, a major distinction between both camps’ description of competency modeling and traditional job analysis was that tasks were not usually discussed or they were generated in the third step, when the competencies were defined. One respondent indicated that this was due to time and cost constraints. Another respondent indicated that, in essence, the skills and abilities were generated first and the tasks were generated afterwards. Do you think that the failure to explicitly consider the tasks first is a problem? I’m not sure; an empirical study would be interesting here.

So What’s the Next Step?

One of my last calls was to Jeff Schippmann, who, I discovered, is chairing a SIOP committee on competency modeling. According to Jeff, this task force was formed in light of the explosion of interest in competency modeling. The purpose of the task force is to define what competency modeling is and to identify good practices associated with it. In addition to doing a massive literature search, the committee has conducted in-depth interviews with experts in the field of job analysis and competency modeling in order to get an better understanding of what it is and how it is conducted. If you are interested in getting much more information in much greater detail about competency modeling, wait to hear from Jeff’s committee!

To wrap things up, I think all of my respondents would define competency modeling more or less the same way, but they would go about the process somewhat differently. However, as one respondent indicated, there is no one "right way" for conducting competency modeling. This bothered me at first, but I realized that the same can be said for many other I-O procedures, such as job evaluation and even job analysis itself. Well, I’m out of time now. To conclude, as to whether competency modeling is viagraized job analysis or an impotent imposter, that depends on how you use it.

Reactions to this column? Have you had a different experience with competency modeling? Topics you would like to see covered in the future? Please e-mail at c1994@umslvma.umsl.edu; phone (314) 516-6280, fax; (314) 516-6420; or snailmail me, Michael Harris, School of Business Administration, University of Missouri–St. Louis, St. Louis, MO 63121. I look forward to hearing from you!

I thank the following individuals who were helpful in providing information to me: Bob Jones, Southwest Missouri State University; Allan Patterson, Bryan and Associates; David Pollack, US Immigration and Naturalization; Leslie Pollack, US Office of Personnel Management; Jeff Schip-pmann, PDI; Michael Stevens, Psychological Associates; Suzanne Tsacoumis, HumRRO; Deborah Whetzel, US Postal Service.


TIP

Vol. 36/No. 2  October, 1998


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