How Do You Define "Competence" In A Job?
Very often when we design training we also want to design some type of test or certification which helps us to assure the organization that learning truly did take place. What most training departments struggle with, however, is how do you define competence? How can you ensure, through some type of test, that the trainee truly does understand what they've learned and can apply it on the job?
Very often when clients of ours ask us to create a Level 2 evaluation (a test) they ask of us: “So what should be the level of success?” In other words, what is a "passing grade?" Often, we fall back on the standards we learned in grade school - an 80 or better would be considered "passing" and better than average. But, in the reality of the workplace, do we really want someone who performs 20% less than they optimally could? It is not logical for us to churn out marginally capable individuals.
A solution to this dilemma is to secure a comparator. A comparator is essentially the standard of excellence or competency which we want a new trainee to be able to replicate. A comparator can be established through identifying those individuals, already on the job, whom the organization deems to be the best at their job. That might be the best salesperson, the machinist with the lowest quality defects, or the collections agent who has the best collections rate.
Don't look to just one individual because you have the potential to miss excellent practices which that individual might not employ. Judith Hale, of Hale Associates, even suggests NOT choosing your best performer but instead your B+ performers. Her philosophy is that the A+ performers don't even know what they do anymore; they are on autopilot and have forgotten what it is like to be new and still thinking through the process and applying rules.
Develop the comparator by conducting a time and task analysis of how your chosen performers do their job. This is a detailed observation of their day-to-day responsibilities: how they complete their responsibilities, how they organize themselves and what period of time it takes them to complete their job correctly and competently.
Once you have those comparators identified, you can then determine what the level 2 - or potentially level 3 - evaluation would seek to determine/establish. (Note: once you have the comparators, you can also establish your objectives.)
Rather than pulling a "level of excellence" out of thin air, instead, take the time analyze your best performers and establish a truly defensible expectation for competence and excellence on the job.