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When You Need to Be Right 1 SALES GURU Peter Gilbert 17 th February 2011 Chally’s Talent Management Solutions Presented To:

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The best system for identifying and recruiting sales talent

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Page 1: Chally Presentation

When You Need to Be Right

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SALES GURU

Peter Gilbert17th February 2011

Chally’s Talent Management Solutions

Presented To:

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When You Need to Be Right

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What HR Chally Does Chally is the leading provider of Predictive Assessment

Tools that help your clients increase organisational productivity and effectiveness across their entire organisation:

Only Chally has a single assessment that is predictively accurate for talent selection, alignment, and development

Talent Development

Talent Selection

Chally’s Talent Management Services

Talent Alignment

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Chally’s Facts Dayton, Ohio based company with over thirty years of

Research and Development

Leading Selection and Development tools with a database of over 300,000 professionals with in-depth assessment and performance data

Unparalleled database of 156 validated competencies and scientific research

Predictive of future performance versus only descriptive of present skills

Chally has assembled a world class panel of I/O psychologists who are providing input on Chally research and utilizing Chally’s database in their own research

Serviced more than 2,500 clients in 49 countries and currently provide assessments in 12 languages

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What HR Chally Does

65% of our business is associated with selection related to:

• Sales• Sales Management• Customer Service• General

Management

35% of our business is associated with

Leadership Development

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At Chally,It All Starts with our ONE Online Assessment One Comprehensive Assessment – 288 questions

• Does not have to be taken in a controlled environment

• Takes 45-60 minutes to complete• Additional 36 mental ability questions

for management • Assessment available in 12 languages

Collects 866 points of data “DNA”

Assessment Measures…• The candidate’s potential on-the-job behaviours relative to

each predictive skill • The candidate’s most distinctive (or driving) motivations and

work habits• The candidate’s candour in taking the assessment

PROFILEThe combination of Job Analysis and Validity Research identifies theknowledge, skills, and

abilities (KSAs)—or, competencies—necessary

for successful performance in specific job roles.

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Hiring success rates aren’t much betterthan a coin toss*

Selection Method Improvement Over “Chance” Typical Interview 1% increase

Personality Tests 1% increase Experience 5% increase Scorable Interview 7% increase

“International Personnel Management Association”

Selection Accuracy

Using Chally’s Predictive Assessment for selection, our clients have consistently realized results

25% to 35% better than chance!

Using Chally’s Predictive Assessment for selection, our clients have consistently realized results

25% to 35% better than chance!

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Sales Specialty MapSales Specialty Map

OutboundOutbound CustomerService

CustomerService

Inside: Telesales/Mktg.Customer Service

InboundInbound

Indirect Sales

Sales toResellers or

through Distributors

Sales toResellers or

through Distributors

Product/Transactional

Specialist

Product/Transactional

Specialist

Product/ Service

Specialist

Product/ Service

Specialist

Outside: Field Sales

StrategicAccount

StrategicAccount

Direct Sales

Full Line SpecializedProducts/Services

System SpecialistSystem

SpecialistAccount Management

(Farmer)

Account Management

(Farmer)

Relationship(more Farmer)

Product/System

Relationship(more Farmer)

Product/System

Major Account

New Business

Development (Hunter)

New Business

Development (Hunter)

Territory

Consultive(more Hunter)

Product/System

Consultive(more Hunter)

Product/System

Chally Sales Profile Configurator

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Solution: Beat the 80:20 Rule

If a 200 person sales force produces $200M in sales, and the 80:20 rule applies,

the top 20% produces $160M and the bottom 20% produces only $6M*Note: the sales distribution for the middle 60% and bottom 20% are for demonstration purposes only.

$160 Million$4M/person

*$34 Million*$6 Million$150K/person

Illustrative

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When the Correct People and Training are in Alignment a Dramatic Increase in Performance ALWAYS OCCURS!

If we reassign or replace the bottom 20% with candidates that just meet or exceed “average” competency levels, we

will increase sales by a minimum of 17% to $234M

*$74 Million $160 Million

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Management ConfiguratorCEO/Chairman/PresidentCEO/Chairman/President

Line Responsible for Total Business Results/P&L

Staff Responsible for a function;

e.g., Finance, Engineering, H.R., Marketing/Advertising, Planning, etc.

Profit CenterManager

Profit CenterManager

Exec.Exec.

Start-up/Turnaround Ongoing Business

MajorSpecialized Unit

Self-ContainedBusiness Unit

Mgr.Mgr.

Supv.Supv.

LineProject

Exec.Exec.

Mgr.Mgr.

Supv.Supv.

LineProduction

Exec.Exec.

Mgr.Mgr.

Supv.Supv.

SalesForce

Exec.Exec.

Mgr.Mgr.

Supv.Supv.

StaffProduction

Exec.Exec.

Mgr.Mgr.

Supv.Supv.

StaffProject

CustomerService

SalesAccounts

Short-term(Project)

Continuous(Production)

Sales/Service

ManufacturedProducts/Service

Strategic Account Manager

Strategic Account Manager

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Ongoing Validation Studies

Why Chally is BetterOther Assessment ProvidersChally

Ability to produce multiple reports

from data collected,

measures reliable over time

EEOC Compliant Predictive Assessment

Glossary of 200,000 unique explanatory statements tied to the

156 competencies

Proprietary Algorithms compare results against

156 competencies

Over 30 years of research - Actuarial Database (300,000+)

Expert System

Single application of data collected

– results can change over time

Generic Glossary of Descriptive Terms

DescriptiveAssessment

Available in 12

languages!

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Sample Manager Assessment Report

Bottom-Line Recommendation Recommended Recommended if concerns

addressed can be resolved Not recommended

Describes the candidate’s candor in

responding to questions

The Position Job Skills

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Sample Manager Assessment Report

Definition of skill and graphic rating of level

of competence

Prediction of typical on-the-job behaviors

and limitations

Practical coaching tips for training and

development

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Sample Manager Assessment Report

Motivation or habit that is very evident in the candidate (+70% or

-30%) compared to other successfully employed

individuals

Suggestions for a manager to best

focus and motivate the candidate

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Sample Employee Assessment Report

Employee report does not give a hiring recommendation

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Coaching tips geared toward employees

Sample Employee Assessment Report

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Motivational characteristics and tips for employees

Sample Employee Assessment Report

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Chally develops customised interview guide manuals that include:

The basic methodology to conduct effective interviews

The relevant questions to ask for a given position

A guide to score answers

Sample Interview Guide

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Cone questions and suggestions on what to

look for in the candidate’s response are provided

for each skill

Sample Interview Guide

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The evaluation form includes a table for rating the candidate

Sample Interview Guide

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An Effective Selection System Should Include …

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Using the Chally

Assessment for

Talent Alignment and

Development

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Career Development& Succession Planning

1. Best Match report(s)

2. Personal Assessment Results (PAR)

3. Specific role report(s)

4. Talent Audit

• Measures motivation and relevant work habits

• Provides a Motivation Analysis Profile (MAP) of the motivations most likely to influence a candidate’s behavior

• Gives a Self Descriptive Index (SDI) of 12 different “habits” that are most frequently applicable to a work situation

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Chally’s PAR report provides deep insight into what motivates an individual related to:

• Task Motivators• Influence Motivators• Relationship Motivators• Self Descriptive Index

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Career Development& Succession Planning

1. Best Match report(s)

2. Personal Assessment Results (PAR)

3. Specific role report(s)

4. Talent Audit

• Similar to a selection report but without “recommendation”

• Assesses an individual in relation to the requirements of specific positions

• Management Predicative Strengths index (PSI)

• Can assess a candidate’s suitability for a position and clarify his/her development needs (High Potentials)

• Gives “tips” for how to manage

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Chally’s Predictive Strengths Index provides an individual their top 10 strengths for either Sales or Management along with their line vs. staff and project vs. production orientation

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Return on Investment

“Typical return” for the Chally predictive assessment system as measured by customer sponsored empirical studies:*

• 30% reduction in turnover: $1M savings/100 employees

• 30 - 35% increase in productivity per employee hired

• 85%+ accuracy in identifying high potentials

* Percentage reduction in turnover, increase in productivity and accuracy derived from actual client data; data available upon request

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“The only quantitative sales benchmarks, assessment tools, and metrics for managing the “people” part of the 3 key pillars of business: Strategy, People, and Process”

Leonard W. Frey III, IBM, Global Business Services, Principal, Service-Line Leader, Sales Strategy and Transformation

“Chally is like the GPS to Sales Success”Gerhard Gschwandtner, Publisher of Selling Power

“Chally is the proven comprehensive source of sales position assessment and sales research”

Anjai "AJ" Gandhi, Managing Director, Sales Practice, Sales Executive Council

Chally is leading the way to professionalize sales with support of universities that offer Sales Training!

What Others are Saying About Chally’s Abilities within Sales Effectiveness!

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Benefits of ChallyWhat differentiates Chally from other assessment providers? Chally is one of the few assessment providers that is able to

predictively and accurately identify an individual’s skill potential for a specific position within your client’s organisation 

Chally’s tool is customisable to your client’s specific job requirements

Chally’s extensive database, compiled over three decades and backed by over 350 cross-industry validity studies

Chally consistently reduces costly employee turnover by 30% and improves employee productivity by as much as 35%

Chally is EEOC-compliant and can reduce your risk of legal action based on claims of discrimination

With Chally a one-time assessment can capture the work skill DNA to effectively predict future success in other key positions