Building Competency Models

(Modified version of 3-day live workshop)

Participation limited to Organizations with a Workitect Competency Dictionary License

How and When the Workshop will be Conducted

  • Each session will be held using Zoom conferencing on Tuesdays and Fridays from 11:00 AM – 12:00 PM EDT.
  • Between each session, there will be 1-2 hours of readings, exercises, and assessments to complete.
  • Materials will include the full 3-day workshop workbook, contents of the Quick-Start Competency Modeling program, various Powerpoints, and additional handouts and forms.
  • Sessions will be recorded and accessible to participants.
  • More details about the program content and benefits of attending can be found on the Building and Implementing Competency Models web page


Workitect’s Six-Step Building Competency Models Process

Pre-Workshop Planning & Orientation

January 5, 2021

  • Review objectives and content of program
  • Discuss participant’s needs and expectation
  • Consider possible adjustment of program schedule
  • Determine ground rules for sessions.

Session 1 – Conceptualizing the Project (Step 1)

January 12, 2021

  • Thinking through the business need
  • Clarifying the need with the sponsor
  • Developing an approach
  • Gaining the sponsors support for the approach
  • Three approaches to competency model building
  • Best practices in competency modeling

Session 2 – Project Planning (Step 2)

January 15, 2021

  • Stakeholder analysis
  • Structure of the project plan
  • Planning Worksheet

Session 3 – Data Collection (Step 3)

January 19, 2021

  • Data collection tasks
  • Criteria for Good Model – Job Assessment Process
  • Primary data collection methods
  • Secondary data collection methods
  • Complete data gathering exercises
  • General approach for analyzing data

Session 4 – Data Analysis and Coding (Step 4)

January 22, 2021

  • Analyzing data from job analysis interviews
  • Analyzing data from structured event interviews
  • Integrate data from all sources
  • Target data exercise
  • Coding Exercise
  • Analyzing data from resource panels

Session 5 – Building the Competency Model (Step 5)

January 26, 2021

  • Select a set of competencies
  • Create behavioral indicators
  • Identify clusters
  • Prepare draft of model
  • Review with sponsors

Session 6 – Developing Applications (Step 6)

January 29, 2021

  • Professional Development and Training
  • Selection
  • Performance Management
  • Succession Planning
  • Discussion on specific applications

Session 7 – Individual Consulting Assistance

To Be Scheduled

In separate meetings, each participant (or project team) reviews their planned project, implementation plan, challenges, issues, etc. and receives consulting help from Workitect consultant.


Richard Gerlach

Vice President, Consulting and lead instructor for the highly-rated Building Competency Models workshop.

He has thirty-five years of experience in leadership and executive development, training, human resources, and organization development. Formerly, held senior leadership positions with Ryder System, Inc. (Group Director-Organization Effectiveness and Human Resource Development), Pabst Brewing Company and Ryan Homes, Inc. He has extensive experience in developing competency-based performance management, selection, assessment and management development processes. Master’s Degree in Management from the University of Southern California and Bachelor’s

Workshop Fee

$800 for each participant from an organization with a Workitect Competency Dictionary license.

Calendar Schedule

Pre-Workshop Orientation January 5, 2021

Session 1 – Conceptualizing the Project January 12, 2021

Session 2 – Project Planning January 15, 2021

Session 3 – Data Collection January 19, 2021

Session 4 – Data Analysis and Coding January 22, 2021

Session 5 – Building the Competency Model January 26, 2021

Session 6 – Developing Applications January 29, 2021

Session 7 – Individual Consulting Assistance To Be Scheduled


Contact Ed Cripe at or 800-870-9490

WorkitectFor additional information, call 800-870-9490, email
or use the contact form at Workitect.

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