Case Study: Leadership Assessment at Robinson Insurance Agency Todd Robinson, president of Robinson Insurance Agency, couldn’t be happier. The company that Todd’s father, Edger, started thirty years...

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Case Study: Leadership Assessment at Robinson Insurance Agency


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 1750 – 2100 words (or 7-8 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.

Answered Same DayNov 20, 2021

Answer To: Case Study: Leadership Assessment at Robinson Insurance Agency Todd Robinson, president of Robinson...

Swati answered on Nov 22 2021
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Case Study: Leadership Assessment at Robinson Insurance Agency
Abstract
Succession planning is one of the commonly used organizational as well as business practices clearly involving the leadership potential along its key factors for career development assessment, leadership development, professional training and the internal process of promotion, training as well as leadership stability maintenance. This paper tend to describe the comprehensive assessment considered for the succession planning assessment for the Robinson Insurance Company
which is a family owned 30 years old business having 13 branch offices in varying cities. On the basis of premise as retained by the president of company, Todd Robinsons, the services are required for helping in planning an assessment based professional development program for identification of people with potential for greater authority and responsibility level within the organization. This paper includes discussion of key factors of leadership potential, identification of the assessment based approach to identify the leadership potential, examination of 3 specific assessment instruments as required along with the discussion of practical considerations as well as potential legal ramification of the approach of assessment.
Introduction
Succession planning is an ongoing as well as challenging process to plan continuity of leadership with the help of identification, development as well as preparation of future organizational leaders for the upcoming roles in terms of leadership (Calareso, 2013). To work on this, main challenges include leadership understanding and the leadership potential development (Pease, 2010). Leader is one who leads by process of influencing others whereas leadership is process by which social influence is created to maximize efforts in order to achieve goal. Leadership continuity is planned in an organization with the help of succession planning. The main objective of this paper is to describe a comprehensive assessment for the process of succession planning for 30 years old family owned insurance company named Robinson Insurance Company. Todd along with planning for assessment based professional development program wants help to create a succession plan so as to position the organization for long term success even after his retirement which is due within 5 to 8 years.
Key factors for identifying leadership potential
Leadership potential is the likelihood that an individual will respond to the development opportunities along with growing quickly to point where he/she is prepared for the next level (Pease, 2010). It can be measured with the help of inventory of potential along with management integration. It differs from leadership performance evaluation and leadership readiness determination because it implies 3 varying process steps which are people identification having leadership potential, development needs and strength assessment and finally future roles development. Thus for succession planning to be effective involves leadership potential assessment using any combination of career development strategies, leadership development strategies, internal training process, professional training, leadership stability maintenance and the promotion (Calareso, 2013; Pease, 2010).
    To identify leadership potential with main focus towards growing ability, growth acceleration need of selecting leaders introduces the differentiation need among individuals regarding leadership potential. The comprehensive treatment of leadership potential constructs may be used that divides constructs into 6 key factors series (Silzer and Church 2009) that are-
1. Cognition
2. Personality
3. Learning
4. Leadership
5. Motivation
6. Performance
These 6 key factors have been adopted by several organizations to accurately as well as efficiently facilitate the evaluator’s judgment with the strong outcomes (Pease, 2010). Pease, 2010 works on incorporating these factors into simple construct treatment that involves 4 factors namely leadership promises, development orientation, complexity mastery and the balance of results and values.
Assessment based approach for identification of potential among managers at Robinson Insurance Agency-
Assessment based approaches are the strategies using assessment results to inform the process of decision making in the selection, hiring, promotion, training as well as succession of individual. Traditionally, the business organization approaches succession planning by working to maintain the continuity of leadership while looking at critical positions and indentifying individuals who could replace those positions while positions become vacant. However, with the economic constraints and fluctuations along with technological advances, population changes and mass exodus of retiring baby boom generation, it is more cost effective as well as logical in today’s world, economy and business market that organizations focus more on development of their own potential leaders for success instead replacing the retiring leaders. Thus, the focus of competitive organization have shifted from traditional replacement focused practices to more appropriate ad contemporary growth oriented succession methods allowing them to grow own leaders (Pease, 2010).
    For this dramatic shift, challenge has been acknowledging the need for more mature and evidence based assessment procedures along with more objective and generalized guidelines while identifying development needs and nurturing leadership...
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