People Analyzer

Do you have the Right People in the Right Seats? Imagine your business as a bus – you know what seats are required on the bus for the company to be successful, as part of your EOS Accountability Chart? Is everyone in the right seat? Does everyone fully fit in their assigned seat? Do some people even belong on the bus?

Enter the People Analyzer.

Using the Tool

The People Analyzer is a simple tool to evaluate if you have the right people in the right seats, in two main ways:

  1. Does each person fit in their role?
    • (Yes/No) Do they get it – fully understanding the ins and outs of their role?
    • (Yes/No) Do they want it – do they wake up feeling motivated and ready?
    • (Yes/No) Do they have the capacity to do it – are they free from mental, physical, and emotional distractions that would prevent them from doing their job?
  2. Do they fit the values of the company? Do they exhibit each company value most of the time, some of the time, or not much of the time? Rate each employee as:
    • + Most of the time
    • +/- Some of the time
    • Not Much of the time

Evaluate each person/role in the company, answering Yes/No for each question if they fit the role, and +, +/-, or – for each Value. Generally, the answer should be Yes for the Gets it/Wants it/ Capacity to Do it questions. You should also determine what the minimum threshold for is for Company values, known as “The Bar”. For example, if an employee is rated as 3 +s, and 1 +/-, would that be acceptable? What if it was 2 +s and 2 +/-s? Are any -s allowed? For most companies, the Bar is usually one or two +/- ratings, and no – ratings.

What comes next?

Any employees that fall below the bar (or answer No for Gets it/Wants it/ Capacity to Do it questions) should be added to the Issues list – is there a better role? Is there a change that could be made to help them better fit the values of the company? Do they have a future at the company?

At Roc Advisors, we also use this tool to evaluate how the company is living up to its values – look at each value separately and calculate what percentage of staff are living that value. It can be a great way to reset on a value at a quarterly or annual meeting – is this the right value? If it is a good value, is it clear what it means to the team? Is there a way we can reinforce that value and strengthen it?

This simple tool lets you highlight where changes may be needed to have the right people in the right seats on your bus, and can also provide valuable perspective on company culture.

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