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Getting It More Right, More of the Time: Applying effective assessment to creating vision and developing strategies.

Creating a vision and developing the strategies for implementation is a process that relies on intelligence. Intelligence is important for individuals and vital for organisations. Intelligence means having the ability to comprehend, to be informed and to choose. Knowledge may be essential and experience valuable but it is the use of intelligence that distinguishes effective decision makers.

Intelligence is a dynamic quality that seeks out and makes sense of changing circumstances. There is more to this than the sort of intelligence referred to in I.Q tests. It is not just being intelligent that matters, but gaining and using intelligence in the way which effective leaders do. This means being able to make assessments of worth and value, and the key to this is being able to trust the information given. Think of all the judgements that are made, recorded and used as factual information in an organisation. Are they credible? To what extent can they be trusted? Many executives understand that it is not data, but measurement that matters. That's fine when data are objective and things can be counted. The difficulties start when it comes to things that can't be measured or calculated easily. Qualities like: inter-personal skills, leadership, adaptability, enthusiasm and confidence are essential to successful performance but they are difficult to measure and report on. One result is that they are missed out and things that are less important, but easier to deal with, are used instead. Sometimes opinions about such things become substitutes for data, measurement and judgement. Treating opinions in this way is not only a dangerous thing to do, it also undermines the integrity of the data on which decisions are based.

Integrity, credibility and authenticity of information are keys to good intelligence and effective thinking. That is why vision, leadership and the implementation of strategies depend upon reliable and trustworthy assessments. Because business leaders know that management information systems are only as good as the information supplied, they need to know how dependable it is. Understanding what is really happening means being able to assess the quality and relevance of the intelligence available. Information, knowledge and experience are not substitutes for dependable assessments. Good intelligence goes hand in hand with reliable assessment; put simply this means getting it more right, more of the time.

So what can be done to improve the dependability of information? The first step is to treat it as intelligence and the second is to assess it. This means getting back to the source of the information and checking it. Ask the question, is it fact or opinion? Is it backed up by evidence and credible data? Are there too many measurements? How consistent are the judgements being made? Can they be compared with other judgements about similar things? A useful definition of assessment is: to estimate and determine by observing, evaluating and sitting alongside. Assessment is not the same as measurement; it needs knowledge and experience. Things are rarely simply 'right' or 'wrong', pass or fail. This is particularly true when it comes to judgements about the performance of people. We live in a world where capability is the key and innovation essential. Common sense tells us that the performance of people is what makes the difference between success and failure. Assessing performance is difficult and the more complex the performance, the more difficult assessment becomes. In the end, quality depends on interpretations and judgements; in other words, assessment is only as good as the assessor. Take for example a situation when an appraisal system is being used, the criteria have been shared but questions remain about how the local manager is interpreting them. The results are perceptions of unfairness and a lack of trust. If the appraisal is linked to prospects for pay and rewards, problems are inevitable. Or, what about a claim that the trainer is a grumpy person who seems to fail everyone? Is this really the case? It might be true, but it is equally possible that there are other factors at work as well. Finding out what might be happening when assessments are being made is essential. Being able to trust the information provided is even more important. Remember, the system is only as good as the information it is given.

The benefits of effective assessment are:

This is achieved by:

Getting it more right - more of the time, means improving the quality of the intelligence an organisation relies on. Creating vision and implementing strategy requires clear thinking, the ability to listen, to communicate and to trust - not just the measurements but the judgements that are being made by all of the people involved in delivering tangible results. Assessment of performance, of information and of people is a key part of this.

Make a start on ensuring effective assessment by adopting the For x 4 PLAN. This means probing the why and how of an assessment by considering, in turn, if the purpose, limitation, application and necessity of this assessment is functional, observable and repeatable. Like a 4 x 4 all terrain vehicle the For x 4 PLAN is something that can go almost anywhere. So start by asking your people the question "Are our assessments:

For - Functional - Observable - Repeatable?

Then ask them to think about and check the following :

P urpose
L imitations
A pplication
N ecessity

Get this right and, like a 4 x 4 all terrain vehicle, you will have assessments capable of taking you almost anywhere you need to go. More importantly you will have a good chance of getting what you do more right, more of the time.