Case Study: Leadership Assessment at Robinson Insurance Agency

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Todd Robinson, president of Robinson Insurance Agency, couldn’t be happier. The company that Todd’s father, Edger, started thirty years ago is prospering and poised for future growth. Over the past three years, Robinson Insurance has successfully purchased two regional insurance agencies whose owners were ready for retirement. The acquisitions went smoothly, and the firms merged under Todd’s capable leadership. The company now has 13 branch offices, in five different cities, in the greater Portland metropolitan area. The headquarters office—the site of the original Robinson Insurance Agency office—is located in the bustling downtown district in Portland, Oregon.

At 56 years old, Todd Robinson has earned a reputation for being a savvy businessman and a successful entrepreneur. He hopes to acquire at least one other small agency in the next year—a move that will expand the company by two additional branch offices in suburban Portland neighborhoods. However, managing the company is beginning to consume more and more of Todd’s time and energy—time he would like to spend with his family. Todd realizes that he needs to identify potential middle and senior management leaders within the company who can be trained to play a larger role in both day-to-day and strategic decisions.

Todd knows that selecting individuals to fill future leadership positions will be extremely critical to the long-term success of the company. He wants to ensure that the individuals who are identified for growth opportunities have the knowledge, skills and abilities to move into new middle and senior leadership positions as these positions are created. He also wants to ensure that the new leaders will possess and exemplify the “Client First” philosophy that characterizes the company. Frankly, he has concerns that some current managers—especially those from the agencies purchased by Robinson Insurance—may not fully share the company’s values and may only give “lip service” to the company’s customer-oriented values and practices. However, with 13 branch offices, Todd isn’t as familiar with each manger’s potential as he would like to be.

Thus, Todd has retained your services to help plan an assessment-based professional development program. The goal of the program is to identify people within the company who have the potential for greater levels of responsibility and authority, and then to invest in these individuals by providing training and other professional growth opportunities. Todd also wants help creating a succession plan to position the company for long-term success, even after he retires in five to eight years.

In a paper of at least 1600 – 1750 words (or 6-7 pages) in length (excluding title, abstract and reference pages), describe a comprehensive assessment plan for the company, including a sound defense of the feasibility of the plan, to meet the company’s leadership development objectives. In your paper, address the following:

  1. Discuss the key factors for identifying leadership potential.
  2. Identify an assessment-based approach for identifying potential among the managers at Robinson Insurance Agency. Describe how assessment processes and assessment instruments can be used to identify potential leaders and their leadership development needs.
  3. Include in your assessment approach at least three specific assessment instruments to evaluate leadership potential, justifying the use of each assessment instrument for its intended purpose.
  4. Identify the outcomes, data or information produced by each assessment you propose in your plan, and review the considerations for facilitating feedback from each type of assessment.
  5. Provide details of practical considerations of your plan, such as who will implement which parts of the assessment plan (an insider, an outsider, or a combination of both), what type of certification may be necessary to administer each assessment, and how the managers within Robinson Insurance will be consulted and involved in the assessment process.
  6. Identify the potential legal ramifications that may arise if Robinson Insurance Agency implements an assessment-based approach to identifying potential. Discuss ways of ensuring that the approach you recommend for the company is legal and justifiable.

You do NOT have to create a training and development plan for the identified future leaders; you only need to detail the assessment component of the plan and describe how the assessment information might be used to design the development activities.

In addition to your Scott and Reynolds (2010) textbook, the assigned articles for the course, and any Internet sources you reference to gather information about the assessments you have chosen, reference at least five additional scholarly sources (academic journal articles) to support your plan.

Please use the APA template format.

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Running head: HOW TO FORMAT A PAPER How to Format a Paper in APA Style Student Name University of the Rockies 1 HOW TO FORMAT A PAPER 2 Abstract Your professor may require an Abstract, which should appear on the second page with the label centered and not bolded. The Abstract is a brief, comprehensive summary of the contents of the article; it allows readers to survey the contents of an article quickly. Most scholarly journals require an abstract. The Abstract is the only part of an APA document where the first paragraph is not indented. The Abstract is usually only one paragraph in length and should not exceed 250 words. Ask your instructor if your Abstract is allowed to be longer. HOW TO FORMAT A PAPER 3 How to Format a Paper in APA Style Your college papers here at University of the Rockies will all be formatted the same way. Once you learn the correct format, you will not have to worry about how to prepare your written assignments. It is important to learn American Psychological Association (APA) writing guidelines because all University of the Rockies assignments must be formatted in APA style. While there may be a variety of sources from which you receive advice about APA formatting, the Publication Manual of the American Psychological Association (6th edition), printed October 2009 or later, is the most accurate source for proper APA formatting. Unfortunately, the first printing of the sixth edition had many errors, so check the copyright page to make sure it says “Second printing” or later. This brief sample paper shows you how APA style looks when applied to a written assignment and can be used as a Microsoft Word template for you to format your own papers. General Formatting Information Set the margins of your document to be one inch on each side—top, bottom, left, and right. Double space all the lines in your document with no extra space between paragraphs or before or after headings. Left justify the paragraphs and leave the right side of your text ragged. Most paragraphs will have the first line indented by .5 inches. Use the Microsoft Word paragraph formatting tool to set your paragraph spacing. Make sure that Line Spacing is set to “Double” and that “Spacing” is set to 0 pt for both “Before” and “After.” There are separate considerations for different parts of your paper: the title page, the abstract, the first and subsequent pages of text, and the references pages. Directions for formatting the abstract are written in the abstract for this sample paper (see above). Directions for formatting the other parts of your paper are written in the following sections. HOW TO FORMAT A PAPER 4 Title Page Note the format of page 1, the title page. It includes the title of the paper, your name, and University of the Rockies. Check with your instructor whether additional information, such as a date or assignment number, is allowed or desired. In the header of the first page, the title page, place the words “Running head:” followed by a shortened version of your title in capital letters. On subsequent pages, put that same shortened version of your paper’s title in caps, but without the “Running head:” designation. You will have to use the Microsoft Word Header and Footer tool and check “Different First Page” to get a unique header on the title page. Body of Paper The body of your paper starts on page 3 (or page 2 if an abstract is not included). Please note that the full title of the paper that appears on the title page is repeated on a centered line just before beginning the body of the paper and is not bolded and is not repeated on subsequent pages. The following (sub)sections describe other formatting considerations within the body of the paper. Page header. Every page must be numbered in the upper right corner and must include a page header in the upper left corner that is a shortened title of the paper, in capital letters. The header is the same for all pages in your paper, including the abstract and reference pages, except for page 1, the title page. How to format headings. Note that this paper formats headings as noted in Table 3.1 of the APA Publication manual (American Psychological Organization, 2010). In general, papers are divided into sections and subsections. There are five levels of headings whose format is specified, but it is very unusual to use more than two or three levels of heading. Level 1 heading HOW TO FORMAT A PAPER 5 is the highest level and should be the first heading used in a paper. In this paper, General Formatting Information and Crediting Sources are Level 1 headings. The first level of subheadings is Level 2, such as the headings Body of Paper and Reference Page in this paper. The third level of heading is used as an example in this section--How to format headings. Usually a section is not given a heading unless there is more than one heading in that level. Reference Page Begin the references on a new page with the label “References” centered at the top, not bolded. All reference entries are formatted with a “Hanging” indent of .5 inches. Use the Microsoft Word paragraph formatting tool to set your paragraph spacing by choosing “Hanging” under “Special.” List references according to APA 6th edition style, see especially chapter 7 for examples. Crediting Sources When you use an idea that is not your own, you must give credit to the author of that idea. The importance of giving credit for outside sources cannot be overstated. Every print source and everything found on the Internet must be cited in the text of your paper. The two sentences that follow are examples of how to create in-text citation of an article you found on a website. An article on the Ethics Resource Center website (Sears, 2004) presents three scenarios that demonstrate the types of ethical situations employees might face in their jobs. Or, Sears’ article (2004) from the Ethics Resource Center website presents three scenarios that demonstrate the types of ethical situations employees might face in their jobs. HOW TO FORMAT A PAPER 6 Your in-text citations must also have a complete citation on a reference page. This reference page citation provides more detailed information for each source. Only include references on the reference page that you have cited in your paper. Conclusion Note that papers generally do not have an “Introduction” section labeled, but often have a “Conclusion” section with its own heading. The introduction is generally understood as the first section of text following the title and does not need a header. This paper has been formatted as a sample paper for use by students. It is not intended to be a tutorial on APA style, but what is included in the text is correct. Once one learns formatting basics, writing papers for submission to class or for publication becomes easier. Happy writing! HOW TO FORMAT A PAPER 7 References American Psychological Association (2010). Publication manual of the American Psychological Association (6th ed.). Washington, DC: Author. Sears, B. (2004). Conflicts of interest. Monitor on Psychology, 39, 38-48. doi:10.1037/02786133.24.2.225 OR, if the article does not have an assigned DOI number Sears, B. (2004). Conflicts of interest. Monitor on Psychology, 39, 38-48. OR, include the URL homepage of the journal (section 6.32 in APA manual) Sears, B. (2004). Conflicts of interest. Monitor on Psychology, 39, 38-48. Retrieved from http:www.ethics.org/resources/articles-organizational-ethics.asp?aid=860 Do not indicate retrieval from library databases. Do not include retrieval dates for any source unless the source material may change over time.
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