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■ Do you require a close working relationship for this position, or do you
prefer to delegate at arm’s length?
■ How closely will you need someone to align himself or herself with the
values and culture of the organization? Does the position require some-
one who will fit in closely, or can it (and you) tolerate independence
from the organization’s values and culture?
■ What are the requirements in terms of working with diverse groups of
employees? Across time zones? Nationalities?
Expected Performance Level
For each role requirement, analyze the level of competence required for the
position you are assessing. Levels may range from awareness to partial per-
formance to full and mature performance.
Describe the level of performance in concrete terms. For example, an
accountant will require detailed, extensive knowledge of financial manage-
ment systems, with many financial subskills. An operations manager may
require only a general knowledge of financial systems but must have specific
skills in order to manage his or her budget. A technician may need only to be
aware that the finances get managed according to a budget, which determines
the resources and equipment he or she gets.
Some managers and leaders may need to set organizational goals; others
should be able to develop a clear and specific implementation plan to achieve
those goals. Some operations employees should be aware of implementation
plans and goals, and others should be able to perform the skills needed to
implement the plan at very high levels. Your challenge as leader is to ensure
that the people you select have, or are capable of developing, the level of skill
required for the expected performance level.
Performance Conditions
Performance conditions include the environmental conditions affecting the
job. These may include factors such as the following:
■ Travel. Does the job require travel, including overnight stays? What per-
centage of time?
■ Workplace location. Is the position at corporate headquarters, or is it at a
manufacturing or research center? Is it a local assignment, or does it
require relocation?