How to create Scorecards for Topgrading

Posted by Toby Jenkins

Ahhhh. A new book and new best practice ideas to implement. Thanks so much to Geoff Smart and Randy Street authors of “Who: The A method for hiring”, for sharing their insights.

So. To enable businesses to hire 90% A Players, “Who” sets out a 4 step process to implement the Topgrading hiring methodology:

1. Scorecard
2. Source
3. Select
4. Sell

So we started on the Scorecard and in this post I wanted to share a surprising benefit, what a Scorecard is, why use a Scorecard, how we created our scorecards and an example Scorecard. I hope you find it useful.

Surprising Benefit:

Before I share how we approached the Scorecard setup, I just wanted to highlight a surprising side benefit…

This is a hugely motivating process for your team. Similar to discovering Native Genius, working out how each of your team will apply their native genius everyday in their role was enormously empowering. Every single scorecard helped create a sense of purpose greater than the day to day tasks, and clearly aligned our team’s passions with our business goals.

What is a Scorecard?

A Scorecard is like a job description with crystal clear accountabilities. Each one has a number of elements:

1. Role
2. Mission
3. Outcomes
4. Role Competencies
5. Cultural Fit

We also added:

1. Native Genius
2. Technical Skills
3. Qualifications
4. Notes

Why use a Scorecard?

Firstly – it has helped to create a greater purpose to come to work each day than just the day to day tasks we all face.

Secondly – it has really helped us define very clear outcomes for each person to accomplish.

Thirdly – we added the extra elements to help us be prepared to answer Warren Buffet’s question of all of his managers: “If you were hit by a bus, who would you appoint to replace you tomorrow?”.

With these elements in a Google Doc template in front of us, we set up Scorecards for each of our existing team.

Creating our Scorecards:

In creating the Scorecards for each person, I used Matt McCauley’s advice (a Multiplier case study CEO).

“Always develop goals and outcomes in collaboration with the individual. They will be much more motivated and have a much greater sense of ownership of the goals.”

With that in mind, I spent 1.5 hrs with each person getting it right.And, as with all of our implementations, we Bluewire-rised the Scorecard to make it our own.

Here’s how we chose to work through each of the elements:
Name:

Native Genius:
We added Native Genius (from Liz Wiseman’s book Multipliers) in for all existing team members. Having it written down really helped us to clarify and align their Mission to their overriding passion and strengths.

Mission:
This is your purpose, the reason you get up in the morning and come into Bluewire. It’s your opportunity to apply your Native Genius to its maximum and to drive towards great results for the business.

Outcomes:
In the next 1,2 or 3 years, what strategic outcomes will you be accountable for? When will you have them completed? How do they fit in with where Bluewire is headed? A quick note that an outcome is what you are accountable for – you don’t have to do it all by yourself. Usually it is a list of 4 to 7 items with deadlines and absolute clarity on whether it had been done or not.

Role Competencies:
What are the soft skills you have that are critical to success in your role?

Cultural Fit:
This is crucial so we included our core values in this section.

Technical Skills:
What technical knowledge do you need to perform in your role?

Qualifications:
What degrees, certificates, diplomas do you have?

Notes:
Anything else?

An example Scorecard:

I’ve intentionally kept this one anonymous, however it’s exactly what we’ve put together for one of our team:

Native Genius:
Supportive Organiser

Mission:
To organise Bluewire Media to be independent of any single individual.

Outcomes:

1. Maintain ISO9001:2008 Quality Assurance certification each year
2. To build an email database of 200 potential team members who have passed the Top Grading Screening Interview – 31 Dec 2014
3. To have and maintain an Team Net Promoter Score of 9+ across the team (measured every 3 months)
4. Build a succession plan for when you go on maternity leave – 31 Dec 2013

Role based competencies:

• Highly organised
• Supportive
• Excellent customer service

Technical Skills:

• MS Office advanced

Cultural fit:

• Devoted Communication
• Trusted Advisor
• Strategy + Execution
• Continuous Improvement
• Ecstatic People

Qualifications:

• Bachelor of Business (Marketing)

Notes:

• 10 years administration experience
• 8 years office management – staff resourcing and quality management

Please leave a comment if you’ve implemented any of the Topgrading methodology in your business. It would be great to learn from your experience.

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About Toby Jenkins

Toby Jenkins is co-author of Web Marketing That Works. He also released 33 free marketing templates, is CEO of Bluewire Media and co-hosts an iTunes podcast and has written for Fairfax Media, ProBlogger, Jeff Bullas and many other blogs. Toby is an Athens Olympian.

• The Olympic story I reluctantly shared – Nov 20, 2015
• Time Management and Productivity Hacks of Billionaires & Olympians [Podcast] – Nov 18, 2015