Competency Sort

Three parts assignments
1 Competency Sort
• Cut out the competency sort cards
• Lay scoring sheet to the side
• Sort Cards and Score for column one : You and your current skill set

Now using scale below sort the cards into 4 piles

– 1. Strong
– 2. Some capability
– 3. Weak
– 4. Undeveloped
Fill in the scores for column one
Next
 Shuffle cards and
 Sort Cards and score for column two : You job absent you…ie
If you left and met with HR to describe the job fully so they could hire the right replacement
 Sort the cards into 4 piles
– 1. Important in the job
– 2. Important in the job at times
– 3. Seldom important
– 4. Not important
 Fill in the scores for column two
Next
 Do a little math to determine if you are over challenged (room to grow), under challenged (not using skills), or in balance in your current job

 Math: column A result –Column B result A-B=

– A negative number = under challenged
– A positive number = over challenged

– Zero is in balance

Sample competency sort
Competency Self- assessment job assessment self –Current job
+ = challenge
– – = under challenged
1 Trustwrothy & straightforward 1 1 0
2. Builds &repair relationships 3 3 2

And so far
After all done next is craft a Vision Statement:
Vision Statement:
 In vision where you’d like to be in your career in 3-5 years.
 Take the time do describe it as clearly and richly as you can.
– Where do you want to be personally? (CPA or accounting management)
– What do you want to be “doing”?
– How will you be making a difference?
– What challenges may lie along the way.
– What are some of the wins and losses as well as sacrifices and rewards you might encounter alone the way?
– How does your journey reflects your core values?
 Carefully craft the text for an article that will be written about you in 3-5 years (you will write about yourself in 3rd person, as if you are a journalist
writing about someone else)
Please see sample: for now only need first part of PDP – personal vision statement.

Last part is Discussion board post
Competency Sort and Gap Analysis Discussion Board
answer the following questions.
1. What are your strengths? Where would you like to grow?
2. What is your vision? Where do you see yourself in 3-5 years?
3. Where are the gaps between what you see in your strengths and where you are now in your current role?
4. Where are the gaps between what you see in your strengths and where you’d like to be in 3-5 years?
5. What did you learn from this assessment?
Use the “question/answer’ format here. Be sure to read and respond to two classmates’ (minimum) posts.
question/answer’ FORMAT PLEASE
Steps for Competency Sort Assignment
Cut the competency sort cards out and put them into a pile.
Place the card sort tally sheet on a table beside you.
Take the competency sort cards and put them into 4 piles bases on your current skill. One pile will include things you are strong at, the second one will include
things you have some capability at, the third will hold a pile of skills you are weak at, and the 4th will be the pile you place all things you haven’t developed as a
skill yet.
Now, take a moment and look over the skills in pile 1 and in pile 2. Be particularly hard on yourself….and be sure you’ve got those in the right pile. Very often we
are a bit too generous with those skills we designate as strengths. When done, record your findings on the Card Sort Tally Sheet. Starting with the first pile (things
you think you are strong at), go thru the pile putting a one by the skills on the Card Sort Tally Sheet. So if you think you are strong in delegating skills (number 14
on the sheet), you put a 1 there. Continue with all skills in that pile. Next move to the 2nd pile, 3rd, and 4th noting which skills fell into which pile on the Card
Sort Tally Sheet.
You then reshuffle the Competency Sort Cards and begin anew. This time you are going to sort the skills based on the current job you hold. You are not assessing you in
the job. Instead you are going to sort the skills based on how often ANYONE in the job needs to utilize the skill to do it well. Here you go thru the pile and this
time create 4 piles. In pile one you will put all things that are Important or Essential in performing the job well. Next in pile 2. Be sure to differentiate the ones
and twos! Next you will place the skills that are Important At Times, then Seldom or rarely important for pile 3, leaving those skills that are Not Important for pile
four. Record these results in the second column of the Card Sort Tally Sheet.
Now begin thinking about where you would like to be in your career/professionally in 3-5 years. Then work at drafting a vision statement (see PDP instructions in the
syllabus).

You then shuffle the cards one more time and think about the position you aspire to in your vision statement. What is that job like? What skills are utilized there?
You then repeat just what you did in the last grouping. In pile one you will put all things that are Important or Essential in performing that aspirational job well.
Next in pile 2 you will place the skills that are Important At Times, then Seldom or rarely important for pile 3, leaving those skills that are Not Important for pile
four. Record these results in the second column of the Card Sort Tally Sheet.

When you are done you do two things:
1. Compare the differences between your current skill set and the job you have. Are you over challenged, under challenged , or balanced?
2. Compare your current skill set to the job you’d like to hold in 3-5 years. Will you be over challenged (need to grow some skills to be ready now), under
challenged (not using your strengths in a future job), or balanced?

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