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Advancing Human Resource Project Management

The Professional Practice SeriesThe Professional Practice Series is sponsored by The Society for Industrial and Organizational Psychology Inc (SIOP) The series was launched in 1988 to provide industrial and organizational psychologists organizational scientists and practitioners human resources professionals managers executives and those intershyested in organizational behavior and performance with volumes that are insightful current informative and relevant to organiza-tional practice The volumes in the Professional Practice Series are guided by five tenets designed to enhance future organizational practice

1 Focus on practice but grounded in science2 Translate organizational science into practice by generating

guidelines principles and lessons learned that can shape and guide practice

3 Showcase the application of industrial and organizational psyshychology to solve problems

4 Document and demonstrate best industrial and organizationshyalbased practices

5 Stimulate research needed to guide future organizational practice

The volumes seek to inform those interested in practice with guidance insights and advice on how to apply the concepts findings methods and tools derived from industrial and orgashynizational psychology to solve humanshyrelated organizational problems

Previous Professional Practice Series volumes include

Published by Jossey-Bass

Diversity at Work The Practice of InclusionBernardo M Ferdman EditorBarbara R Deane Associate Editor

Developing and Enhancing Teamwork in Organizations Evidence-Based Best Practices and GuidelinesEduardo Salas Scott I Tannenbaum Debra J Cohen Gary Latham Editors

Managing Human Resources for Environmental SustainabilitySusan E Jackson Deniz S Ones Stephan Dilchert Editors

Technology-Enhanced Assessment of TalentNancy T Tippins Seymour Adler Editors

Advancing Executive Coaching Setting the Course for Successful Leadership CoachingGina Hernez-Broom Lisa A Boyce Editors

Going Global Practical Applications and Recommendations for HR and OD Professionals in the Global WorkplaceKyle Lundby with Jeffrey Jolton

Strategy-Driven Talent Management A Leadership ImperativeRob Silzer Ben E Dowell Editors

Performance Management Putting Research into PracticeJames W Smither Manuel London Editors

Alternative Validation Strategies Developing New and Leveraging Existing Validity EvidenceS Morton McPhail Editor

Getting Action from Organizational Surveys New Concepts Technologies and ApplicationsAllen I Kraut Editor

Customer Service DeliveryLawrence Fogli Editor

Employment Discrimination LitigationFrank J Landy Editor

The Brave New World of eHRHal G Gueutal Dianna L Stone Editors

Improving Learning Transfer in OrganizationsElwood F Holton III Timothy T Baldwin Editors

Resizing the OrganizationKenneth P De Meuse Mitchell Lee Marks Editors

Implementing Organizational InterventionsJerry W Hedge Elaine D Pulakos Editors

Organization DevelopmentJanine Waclawski Allan H Church Editors

Creating Implementing and Managing Effective Training and DevelopmentKurt Kraiger Editor

The 21st Century Executive Innovative Practices for Building Leadership at the TopRob Silzer Editor

Managng Selection in Changing OrganizationsJerard F Kehoe Editor

Emlving Practices in Human Resource ManagementAllen I Kraut Abraham K Korman Editors

Individual Psychological Assessment Predicting Behavior in Organizational SettingsRichard Jeanneret Rob Silzer Editors

Performance AppraisalJames W Smither Editor

Organizational SurveysAllen I Kraut Editor

Employees Careers and Job CreatingManuel London Editor

Published by Guilford Press

Diagnosis for Organizational ChangeAnn Howard and Associates

Human Dilemmas in Work OrganizationsAbraham K Korman and Associates

Diversity in the WorkplaceSusan E Jackson and Associates

Working with Organizations and Their PeopleDouglas W Bray and Associates

The Professional Practice Series

SERIES EDITORAllen I Kraut

Baruch College CUNYKraut Associates USA

EDITORIAL BOARDSeymour Adler

Aon Consulting USA

Neil R AndersonBrunel University United Kingdom

Neal M AshkanasyUniversity of Queensland Australia

C Harry HuiUniversity of Hong Kong China

Elizabeth B KolmstetterUnited States Agency for International Development USA

Kyle LundbyGlobal Aspect Human Capitol Advisors USA

William H MaceyCEB USA

Lise M SaariBaruch College CUNYNew York University USA

Handan SinangilMarmara University Turkey

Nancy T TippinsCEB USA

Michael A WestLancaster University United Kingdom

Advancing Human Resource Project ManagementRichard J Klimoski

Beverly A Dugan

Carla Messikomer

Franccedilois Chiocchio

Editors

Cover image ThinkstockCover design Wiley

Copyright copy 2014 by John Wiley amp Sons Inc All rights reserved


A Wiley Brand

One Montgomery Street Suite 1200 San Francisco CA 94104-4594mdashwwwjosseybasscom

No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical photocopying recording scanning or otherwise except as permitted under Section 107 or 108 of the 1976 United States Copyright Act without either the prior written permission of the publisher or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center Inc 222 Rosewood Drive Danvers MA 01923 978-750-8400 fax 978-646-8600 or on the Web at wwwcopyrightcom Requests to the publisher for permission should be addressed to the Permissions Department John Wiley amp Sons Inc 111 River Street Hoboken NJ 07030 201-748-6011 fax 201-748-6008 or online at wwwwileycomgopermissions

Limit of LiabilityDisclaimer of Warranty While the publisher and author have used their best efforts in preparing this book they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose No warranty may be created or extended by sales representatives or written sales materials The advice and strategies contained herein may not be suitable for your situation You should consult with a professional where appropriate Neither the publisher nor author shall be liable for any loss of profit or any other commercial damages including but not limited to special incidental consequential or other damages Readers should be aware that Internet Web sites offered as citations andor sources for further information may have changed or disappeared between the time this was written and when it is read

Jossey-Bass books and products are available through most bookstores To contact Jossey-Bass directly call our Customer Care Department within the US at 800-956-7739 outside the US at 317-572-3986 or fax 317-572-4002

Wiley publishes in a variety of print and electronic formats and by print-on-demand Some material included with standard print versions of this book may not be included in e-books or in print-on-demand If this book refers to media such as a CD or DVD that is not included in the version you purchased you may download this material at httpbooksupportwileycom For more information about Wiley products visit wwwwileycom

Library of Congress Cataloging-in-Publication Data

Advancing human resource project management edited by Richard J Klimoski Beverly A Dugan Carla Messikomer FranCcedilois Chiocchio editors pages cm -- (J-B SIOP professional practice series) Includes index ISBN 978-1-118-45803-7 (hardback) 978-1-118-89397-5 (ebk) 978-1-118-89396-81 Personnel management 2 Project management I Klimoski Richard J editor of compilation HF5549A488 2014 6583ndashdc23 2014016514

Printed in the United States of America

first edition

HB Printing 10 9 8 7 6 5 4 3 2 1

Contents

List of Tables and Figures xiiiForeword xviiAbout the Editors xxiAbout the Contributors xxiii

ensp 1ensp Introductionensp 1Richard J Klimoski Beverly A Dugan Carla Messikomer

and Franccedilois Chiocchio

Section One Case Studies Context Matters 15

ensp 2ensp RedesigningenspMicrosoftrsquosenspHighenspPotentialenspenspDevelopmentenspExperienceensp 17Shannon Wallis

ensp 3ensp Litigation-DrivenenspHumanenspResourceenspenspManagementenspChangesensp 48Suzanne Tsacoumis and Michelle Davis King

ensp 4ensp ProjectenspAenspFiveenspKeysensptoenspManagementenspandenspenspScientificenspSuccessensp 73Michael G Rumsey and Paul A Gade

ensp 5ensp ManagingenspCriticalenspAssessmentenspandenspDevelopmentenspComponentsenspofenspaenspGlobalenspLeadershipenspenspDevelopmentenspProgramensp 105Robin Cohen Lisa Littrell Seymour Adler

and Lorraine Stomski

Section Two Fundamentals Transferable Wisdom 133

ensp 6ensp PreparingenspforenspanenspHRenspProjectensp 135Ren Nygren and Scott Erker

ensp 7ensp ProjectenspInitiationensp 152Reid Klion and Julia Bayless

ensp 8ensp PlanningenspandenspOrganizingensp 178Monique Aubry

ix

x Contents

ensp 9ensp EffectiveenspHRenspProjectenspExecutionenspUnderstandingenspenspProjectenspTeamenspandenspStakeholderenspIssuesensp 206Peter A Hausdorf Stephen D Risavy

and Philip E Hunter

10ensp ContractsenspAdministrationenspforenspHRenspPractitionersensp 238Macie Paynter Kerri Ferstl and Ryan OrsquoLeary

11ensp MaintainingenspSecurityensp 271Lucas Kuhlmann

Section Three Applications Strategic Issues 291

12ensp ManagingenspinenspaenspGlobalenspEnvironmentensp 293Terry Cooke-Davies

13ensp TheenspDevelopmentenspofenspProjectenspenspManagementenspSkillsensp 313Beverly A Dugan

14ensp LeadingenspandenspManagingenspProjectsenspenspInsightsenspfromensptheenspHRenspQuadriadensp 350Karin Bredin and Jonas Soumlderlund

15ensp TowardenspaenspComprehensiveenspProjectenspStakeholderenspManagementenspApproachenspforenspHRenspProjectsensp 383Martina Huemann and Dagmar Zuchi

16ensp TheenspFourenspCsenspofenspHumanenspResourceenspenspProjectenspTeamsenspContextenspConfigurationenspenspCyclesenspandenspChallengesensp 425Franccedilois Chiocchio and Peter A Hausdorf

17ensp KnowledgeenspManagementenspinensptheenspProjectenspContextenspenspWhatenspItenspMeansenspforenspHRenspProjectsensp 467Franccedilois Chiocchio Carla Messikomer

and Christian Dagenais

18ensp EthicsenspandenspGovernanceenspinensptheenspTemporaryenspenspOrganizationensp 489Ralf Muumlller

Contents xi

Section Four Conclusion 513

19ensp HRenspProjectenspCasesenspFundamentalsenspandenspApplicationsenspLessonsenspLearnedenspandenspOtherenspAdvancementsensp 515Richard J Klimoski Beverly A Dugan Carla Messikomer


Name Index 532Subject Index 541

List of Tables and Figures

TablesTable 21 Overview of the Project Plan 22Table 22 Conducting Best Practice Research 24Table 51 Competency x Assessment Matrix 113Table 52 Mid-Point Evaluation Survey Questions 124Table 61 Common Project Plan Components and

Descriptions 140Table 62 InOut Analysis for a Pre-Employment

Assessment Project 144Table 63 Major Contextual Factors and Considerations 146Table 64 ldquoTop Sixrdquo Project Planning Risk Points

Indicators and Suggested Mitigation StrategiesTools 148

Table 71 Some Tips on Preparing an RFP 161Table 72 Vendor Proposal Process Checklist 168Table 73 Top Ten List for the RFP Process

Lessons Learned 175Table 81 Examples of Project Goals Outcomes

Deliverables and Constraints 183Table 82 Example of a WBS Codification 190Table 101 Commonly Encountered Contract Types

in the Practice of Industrial and Organizational Psychology 242

Table 102 Commonly Encountered Billing Schedules in the Practice of Industrial and Organizational Psychology 245

Table 103 Common Contract Terms 247Table 131 Performance Competency Units and

Example Elements from the PMCDF 317Table 132 Personal Competency Units and Example

Elements from the PMCDF 318Table 133 Examples of AIPM Certification Levels for

the Unit ldquoCommunicationrdquo 321

xiii

xiv List of Tables and Figures

Table 134 Elements and Sample Performance Criteria for the AIPM Unit ldquoCommunicationrdquo at the Project Manager Level 322

Table 135 Dimensions Associated with Potential for Development 337

Table 141 Intra-Functional and Inter-Functional Project Work 361

Table 142 Comparing the HR Quadriads 377Table 151 Managing of Versus Managing for Stakeholders 390Table 152 Overview Project Stakeholder Management 394Table 153 Design of the Project Start-Up Phase 400Table 154 Stakeholder Analysis for Two Selected

Stakeholders 409Table 155 Excerpt from the Stakeholder

Engagement Plan 413Table 156 Excerpt from the Risk Analysis 419Table 161 Examples of the Four Cs as a Function of

Type of HR Project 439Table 171 Examples of Learning Mechanisms Within

and Between Projects as a Function of Knowledge Transformation Processes 475

Table 181 Frequency of Most Severe Ethical Issues in Project Governance Paradigms 500

Table 182 Organizational Remedies to Types of Ethical Issues 502

Table 183 Percentage of Organizations and Their Type of Help to Address Ethical Issues 503

Table 191 Use of Project Management Practices 520

FiguresFigure 21 PowerInterest Stakeholder and

Prioritization Map 30Figure 31 Partial Project Timeline 52Figure 32 Sample Performance Appraisal Scale 55Figure 33 Sample Management Plan Task 57Figure 34 Project Players and Stakeholders 61Figure 41 Project A Management Structure 87Figure 51 ADP Overview 109

List of Tables and Figures xv

Figure 52 ADP Coaching Class 6 Model 110Figure 53 ADP Process Flow 116Figure 61 Stakeholder Management Status Update 138Figure 71 Overview of RFP Process 153Figure 81 Project Planning Process Overview 181Figure 82 Work Breakdown Structure Approaches 186Figure 83 Example of WBS for an HR Project 187Figure 84 Work Package Description Example 191Figure 85 Example of an Activity Network 194Figure 86 Critical Path Principles 196Figure 87 Example of a Responsibility Assignment

Matrix 199Figure 111 Data Flow Example 280Figure 141 The HR Quadriad in Project-Based

Organizations 352Figure 151 Typical Stakeholders of an HR Project 385Figure 152 Help Versus Harm Potentials 387Figure 153 Case Study Project Systemic Board for

Project Stakeholder Analysis 402Figure 154 Abstracted View of the Final Project

Stakeholder Analysis 403Figure 155 Abstracted View of the Project Stakeholder

Analysis Focus on Project Organization 404Figure 156 Abstracted View of the Project Stakeholder

Analysis Focusing on Employees and Clients 405

Figure 157 Abstracted View of the Project Stakeholder Analysis Focus on Workersrsquo Council 407

Figure 158 Project Organization Chart 418Figure 159 Excerpt of Project Scorecard of the Case

Study Project Status Project Meeting 421Figure 161 Illustration of an Integrated Project

Team 434Figure 162 Example of a Multi-Team Project System 435Figure 163 HR Systems Implementation Project

Team Configuration 447Figure 171 Organizational Knowledge

Creation Process 469Figure 181 Four Governance Paradigms 497

Foreword

This book is destined to be a well-thumbed volume kept close at hand by many practitioners and academics It will serve as a refer-ence a playbook and instructional manual for those who will be managing a variety of projects It will certainly help to minimize the ldquospeed bumpsrdquo and to avoid the hidden ldquolandminesrdquo in our practice

The book will appeal especially to people new to project man-agement which includes almost all of us at some point Typically our education prepares us to work alone or in small groups Proj-ects grow larger and more complex as we progress in our careers If we are lucky we gather experience along with the necessary bruises as we progress in our work This book will make the ldquoschool of hard knocksrdquo a lot easier because it furnishes a check-list of issues to be faced examples of how to cope with such issues and a new understanding of our responsibilities in carrying out projects As a result the contents of this book will also be quite useful for experienced practitioners who want to mentor more junior colleagues for faculty members who want to teach or give guidance to students and for all practitioners who value a tem-plate they can use as a reminder list

When the proposal for this book was first sent to me I was surprised and delighted as was the SIOP Professional Practices Editorial Board when they reviewed it We saw that this book would fill an important hole in most practitionersrsquo skill sets The management of projects is rarely taught to us We learn mostly from experience Sometimes we are lucky enough to have a manager mentor or more senior colleague who can help us by example or instruction After all we all want to know the things to consider in contracting a project setting up and working with a timeline dealing with budget and even legal issues and coping with ethical concerns that may come up during a project

The beauty of this book is that it distills the experience of many skilled practitioners with wonderful examples of what must be done on projects large and small to result in success Overviews of the key issues are presented and then also shown in various case studies so we can truly see how project management is done and how it pays off in project success

xvii

xviii Foreword

All of the bookrsquos editors are highly qualified and they repre-sent a variety of professional backgrounds To illustrate just a bit of this context Richard Klimoski is a highly regarded industrial-organizational (I-O) psychologist based in academia Beverly Dugan also a distinguished I-O psychologist works in a pre-eminent human resources consulting organization Carla Mes-sikomer is a leader in the formal study and teaching of project management Franccedilois Chiocchio is a social scientist in a leading Canadian business school

The editors also have recruited a set of chapter contributors with superb credentials and lots of real-life experience They come from major industries and consulting firms as well as from academic settings and from different professional back-grounds Their organizations are often global ones About one-third of the authors in this volume are from outside of the United States mostly from Western Europe and Canada As our world becomes more globalized in trade and cultural exchange successful project management demands an equally broad awareness and this volume helps the reader to achieve that understanding

The bookrsquos title Advancing Human Resource Project Management may be too modest I think in zeroing in on the ldquohuman resource projectrdquo Its practical value extends beyond HR to any sizable project done in the social sciences or in different organizations All such projects need to deal with contracting and ethical issues getting the necessary resources to the right people at the right time assessing the outcomes of the project for oneself and the client and implementing results A broad view of ldquoprojectrdquo would fit equally well to a basic employee selection project the installa-tion of a performance management process a merger and acqui-sition or the undertaking of basic research in the social sciences On a smaller scale it would also apply to most projects done as part of a graduate course

We the readers and users of this book are indebted to the editors and the other contributors for sharing their experiences and understanding with us Their work is really a gift to us in more than one way A fact not well known is that the editors and contributors to this series receive no payment except for a copy of the book All royalties go to SIOP to help further the aims of

Foreword xix

this professional organization So I am grateful for and enthusi-astically applaud their contribution to our knowledge

Allen I Kraut PhDProfessional Practice Series Editor

Rye New YorkMarch 6 2014

About the EditorsRichard J Klimoski PhD holds a dual appointment as both professor of psychology and professor of management in the School of Management at George Mason University Fairfax Vir-ginia His teaching and research interests center on managing the human side of work organizations especially through effective leadership and the involvement of work teams His numerous original research contributions have appeared in such places as the Academy of Management Journal Academy of Management Learnshying and Education Administrative Science Quarterly Journal of Applied Psychology Personnel Psychology Academy of Management Learning and Education and many other well-respected journals He is a past editor of the Academy of Management Review and served as an associ-ate editor of the Academy of Management Learning and Education journal He is a member of numerous journal editorial boards He has co-authored several books including Research Methods in Human Resource Management (1992) The Nature of Organizational Leadership (2002) Emotions in Work Organizations (2002) and the Handbook of Psychology (Volume 12) Industrial and Organizational Psychology (2003) Most recently he co-authored Research Comshypanion to the Dysfunctional Workplace Management Challenges and Symptoms (2007)

Beverly A Dugan PhD has more than twenty-five years of experience in managing projects in the areas of talent manage-ment program evaluation and organizational consulting She recently retired from the Human Resources Research Organiza-tion (HumRRO) where she was a vice president and division director In this position she was responsible for developing and maintaining the corporate capability to perform leading-edge talent management research and development services for federal agencies associations and the private sector This included ensur-ing that research and consulting staff developed solid project management and consulting skills She also has experience as an internal consultant in the telecommunications industry and has made numerous invited presentations internationally on US human resource practices She recently founded Triangle Leader-ship Consulting and provides leadership coaching and organiza-tional development services She received her PhD in experimental

xxi

xxii About the Editors

psychology from the University of Tennessee at Knoxville and is a member of the Society for Industrial and Organizational Psychology (SIOP) the Society of Consulting Psychology the American Psychological Association and the International Coach Federation

Carla Messikomer PhD is manager Academic Resources at the Project Management Institute (PMI) where she directs the orga-nizationrsquos sponsored research program and supports the work of project management scholars internationally She received her MA and PhD in sociology from the University of Pennsylvania Prior to joining PMI she was the director of a not-for-profit research and education center focused on social issues in health care including gerontology organizational ethics mental health and the development of professional codes of ethics Her interest and work in ethics is cross-disciplinary and has appeared in the Fordham Law Review Perspectives in Biology and Medicine Journal of Geriatrics and Gerontology Education and the Journal of Business Ethics as well as in edited volumes Her recent research interests fall in the areas of knowledge management and engaged scholarship

Franccedilois Chiocchio PhD is an organizational behavior and human resource management professor at the University of Ottawarsquos Telfer School of Management His research focuses on projects teamwork and collaboration Dr Chiocchio is one of the only academics specializing in industrial and organizational psychology who is also certified as a Project Management Profes-sional (PMP) by the Project Management Institute and a Certified Human Resources Professional (CHRP) by the Canadian Council of Human Resources Associations He has chaired the Canadian Society for Industrial and Organizational Psychology and the Organizational Behaviour Division of the Administrative Sciences Association of Canada

About the ContributorsSeymour Adler PhD is a partner in the Performance Talent and Reward Practice at Aon Hewitt For more than thirty-five years he has directed the development and implementation of talent assessment and talent management programs for major private- and public-sector organizations with particular emphasis on the design and validation of simulations He has published widely in both the scientific and professional literatures In addi-tion to his work as a practitioner Dr Adler has served throughout his career on graduate IO faculties currently he is an adjunct professor at Hofstra University He is a Fellow of SIOP APS and APA and past president of the Metropolitan New York Association of Applied Psychology He is the co-editor of Technology-Enhanced Assessment of Talent (2011) in the SIOP Professional Practices series Email seymouradleraonhewittcom He received his doc-toral degree in industrialorganizational psychology from New York University

Monique Aubry PhD a professor of project management is director of graduate programs in project management and the executive MBA program at the School of Management Universiteacute du Queacutebec agrave Montreacuteal (UQAM) Her main research interest centers on organizing for projects and organizational design more specifically on project management offices (PMO) on which she has written extensively She is departmental editor for the Project Management Journal She has presented her work at major international conferences both academic and professional and has authored chapters books and academic research articles in major project management journals Before joining UQAM Dr Aubry was a senior project manager at a major Canadian financial group for more than twenty years She is currently a member of PMIrsquos Standards Member Advisory Group and is involved in the local PMI community of practice on PMOs where she promotes evidence-based management in reinforcing the links between professionals and researchers

Julia Bayless PhD is director of Talent Development at Sodexo in Gaithersburg Maryland Dr Baylessrsquos work focuses primarily on selection performance management succession planning

xxiii

xxiv About the Contributors

and employee engagement Sodexo is a quality of daily life solu-tions provider with clients in the public sector health care educa-tion and private sector Prior to her position with Sodexo she worked in assessment and selection for the US Bureau of Customs and Border Protection (CBP) in the Department of Homeland Security (DHS) the FBI and for Michigan Consolidated Gas Company in Detroit Michigan She earned her PhD in indus-trialorganizational psychology at Wayne State University in Detroit Michigan She has also served in leadership capacities and presented frequently at SIOP IPAC PTCMW and APA

Karin Bredin PhD is an assistant professor in business adminis-tration and member of the KITE research group at the Depart-ment of Management and Engineering Linkoumlping University Sweden Her research concerns human resource management and knowledge management in project-based organizations and she has published extensively within her area of research Her work has appeared in journals such as International Journal of Project Management RampD Management Human Resource Manage-ment International Journal of Human Resource Management and Per-sonnel Review She has also published a number of books and book chapters her most recent book is Human Resource Management in Project-Based Organizations The HR Quadriad Framework (Palgrave)

Robin Cohen PhD is a senior vice president Leadership Devel-opment at Bank of America In her role supporting the technol-ogy infrastructure organization her responsibilities include talent management leadership development organizational design performance management assessment design and executive assessment and coaching Prior to that Dr Cohen was senior vice president Leadership Effectiveness and her responsibilities included defining and managing executive and top talent assess-ment processes leading and conducting competency-based and developmental assessments and building and managing the bankrsquos approach to competency models Prior to Bank of America Dr Cohen held positions as director Global Talent Man-agement for Dow Advanced Materials (formerly Rohm and Haas) director Human Resources at Bristol-Myers Squibb (BMS) and

About the Contributors xxv

director Talent Management for BMS and senior manager Global Organization Effectiveness at Avon Products Prior to Avon she worked for Assessment Solutions Incorporated where she opened and managed their Washington DC office devel-oped selection systems designed and facilitated coaching work-shops and facilitated assessment centers Dr Cohen has a masterrsquos degree and a PhD in industrialorganizational psychology from Tulane University

Terry Cooke-Davies PhD has been a practitioner of both general and project management since the late 1960s and a con-sultant to blue-chip organizations for more than twenty years He is the founder of Human Systems International an assessment and benchmarking organization acquired by the Project Man-agement Institute in September 2013 With a PhD in project management a bachelorrsquos degree in theology and qualifications in electrical engineering management accounting and counsel-ing Dr Cooke-Davies has worked alongside senior leaders and managers in both the public and private sectors to ensure the delivery of business critical change programs and enhance the quality of leadership He is a visiting Fellow at Cranfield Univer-sity in the UK and co-author with Paul C Dinsmore of The Right Projects Done Right published by Jossey-Bass in 2005 In 2006 the Association for Project Management awarded Dr Cooke-Davies its premier award the Sir Monty Finneston Award for his outstanding contribution to the development of project management as a vehicle for effective change and in 2009 it named him an Honorary Fellow

Christian Dagenais PhD has been a professor at Universiteacute de Montreacutealrsquos Department of Psychology since 2004 His research interests focus on assessing the needs of stakeholders and deci-sion-makers in terms of new knowledge evaluating the effects of different strategies for knowledge transfer and identifying condi-tions that foster greater use of research results Since 2009 he has led the RENARD team whose objective is to facilitate collab-oration between researchers and organizations involved in knowledge transfer activities

xxvi About the Contributors

Scott Erker PhD is a senior vice president for the Selection Solutions Group at Development Dimensions International Dr Erkerrsquos global perspective on human resource project manage-ment and workforce selection comes from his extensive experi-ence helping organizations around the world establish personnel hiring strategies ranging from large-volume hiring for start-ups to steady-state selection system operations He has worked with numerous Fortune 500 organizations and has held leadership positions in consulting operations for DDI in Europe and Austra-lia An expert on hiring and talent acquisition Dr Erker is invited to deliver presentations internationally and is frequently quoted in business and industry publications on global selection strate-gies He received his PhD in industrialorganizational psychol-ogy from the University of Akron

Paul A Gade PhD retired as a senior research psychologist and the chief of basic research from the US Army Research Institute for the Behavioral and Social Sciences in 2011 after thirty-six years of service He is currently a research professor of organizational sciences in the Department of Organizational Sciences and Com-munications at the George Washington University and a senior research fellow at the US Army Research Institute for the Behav-ioral and Social Sciences Dr Gade received his BA in psychology from Hiram College and his MS and PhD in experimental psy-chology from Ohio University He is a fellow of the American Psychological Association and past president of the Society for Military Psychology He is also a member of the Association for Psychological Science the International Society for Intelligence Research and a fellow of the Inter-University Seminar on Armed Forces and Society Dr Gadersquos current professional interests are military psychology history theories and applications of intelli-gence and individual differences and neuroscience in behavioral and social sciences and how the brain generates the mind

Kerri Ferstl PhD is a senior team lead in hiring and assessment services at PDRI a CEB Company She manages people and proj-ects to deliver custom human capital solutions for public- and private-sector clients These solutions have included tools and programs for job classification hiring promotion job knowledge

About the Contributors xxvii

certification career planning learning and development and performance management She is closely involved with procure-ment and contracting activities involving her clients Dr Ferstl holds a doctorate in industrialorganizational psychology from the University of Minnesota and a bachelor of science in psychol-ogy and sociology from the University of Wisconsin-Madison

Peter A Hausdorf PhD is currently an associate professor of industrial psychology at the University of Guelph and a partner with the Four Corners Group in Toronto Dr Hausdorf has more than twenty years of consulting research and HR experience in Canadian and US organizations Prior to joining the University of Guelph Dr Hausdorf spent five years in consulting (with the Hay Group and Organizational Studies Inc) and in a corporate role as the director of organizational and employee effectiveness at Baxter Canada From 2009 to 2012 he was the executive direc-tor for Organization and Management Solutions (OMS)

Martina Huemann PhD is a professor at the WU Vienna Uni-versity of Economics and Business where she heads the Project Management Group in the Department of Strategy amp Innovation and is the academic director of the professional MBA program Project Management She is also co-founder and partner in the consulting firm enable2change which provides expertise to man-agers and organizations when implementing strategies and changes for improved performance and sustainable development Dr Huemann has published widely in the fields of human resource management and project management Her current research focuses on stakeholder management she recently completed a major study on sustainable development and project manage-ment She has served on the Research Management Board of the International Project Management Association and is currently a member of the Academic Member Advisory Group at PMI

Philip E Hunter PhD is focused on helping business leaders create the conditions for optimal workforce performance through a variety of approaches including organization design talent management system redesign and the informed use of work-force metrics Dr Hunter recently served as a director at PwC

xxviii About the Contributors

(2008ndash2012) leading the Saratogatrade workforce metrics and ana-lytics service offering for Canada as well as working with a variety of clients on organization effectiveness initiatives His industry experience spans the public and private sectors (financial ser-vices pharmaceutical government and manufacturing) He has a PhD in industrialorganizational psychology from the Univer-sity of North Texas and an MA in counseling from St Paul Uni-versity He has been interviewed on current and future workforce trends by several media outlets including the Globe and Mail the Toronto Star and CTV News Online

Michelle Davis King JD recently retired after working for the federal government for more than thirty years For the majority of her career she worked at a federal law enforcement agency where for twelve years she served as the associate chief counsel for administration In that capacity she oversaw all personnel labor relations and equal employment litigation in the agency nationwide and also served as the principle legal advisor in the area of ethics During that time she was the agencyrsquos principal representative during the litigation and ultimate settlement of a major class action lawsuit After the settlement she moved to the Office of Management where she oversaw the implementation of many of the settlementrsquos key features including the development of a promotion assessment center and a new performance appraisal system for the agencyrsquos special agent population Ms King received her BA in English literature from Boston University in 1974 and her JD in 1977 from the State University of New York at Buffalo She is a member of the Bar in both New York and the District of Columbia

Reid Klion PhD is chief science officer of pan based in Carmel Indiana Involved with pan since its founding in 2000 he provides psychometric and science-based oversight in the devel-opment of technology-based personnel assessment systems and is involved in internal and external consultation on assessment system design psychometric issues test content and test imple-mentation He is active in industry scientific and regulatory affairs and plays a leadership role in a number of professional

The Professional Practice SeriesThe Professional Practice Series is sponsored by The Society for Industrial and Organizational Psychology Inc (SIOP) The series was launched in 1988 to provide industrial and organizational psychologists organizational scientists and practitioners human resources professionals managers executives and those intershyested in organizational behavior and performance with volumes that are insightful current informative and relevant to organiza-tional practice The volumes in the Professional Practice Series are guided by five tenets designed to enhance future organizational practice

1 Focus on practice but grounded in science2 Translate organizational science into practice by generating

guidelines principles and lessons learned that can shape and guide practice

3 Showcase the application of industrial and organizational psyshychology to solve problems

4 Document and demonstrate best industrial and organizationshyalbased practices

5 Stimulate research needed to guide future organizational practice

The volumes seek to inform those interested in practice with guidance insights and advice on how to apply the concepts findings methods and tools derived from industrial and orgashynizational psychology to solve humanshyrelated organizational problems





































Aon Consulting USA












Beverly A Dugan

Carla Messikomer


Editors




A Wiley Brand









first edition

HB Printing 10 9 8 7 6 5 4 3 2 1

Contents














ix

x Contents


and Philip E Hunter












Contents xi



















xiii






























Foreword





xvii

xviii Foreword





Foreword xix






xxi








xxiii


























































Aon Consulting USA












Beverly A Dugan

Carla Messikomer


Editors




A Wiley Brand









first edition

HB Printing 10 9 8 7 6 5 4 3 2 1

Contents














ix

x Contents


and Philip E Hunter












Contents xi



















xiii






























Foreword





xvii

xviii Foreword





Foreword xix






xxi








xxiii























Beverly A Dugan

Carla Messikomer


Editors




A Wiley Brand









first edition

HB Printing 10 9 8 7 6 5 4 3 2 1

Contents














ix

x Contents


and Philip E Hunter












Contents xi



















xiii






























Foreword





xvii

xviii Foreword





Foreword xix






xxi








xxiii

























A Wiley Brand









first edition

HB Printing 10 9 8 7 6 5 4 3 2 1

Contents














ix

x Contents


and Philip E Hunter












Contents xi



















xiii






























Foreword





xvii

xviii Foreword





Foreword xix






xxi








xxiii






















Contents














ix

x Contents


and Philip E Hunter












Contents xi



















xiii






























Foreword





xvii

xviii Foreword





Foreword xix






xxi








xxiii






















x Contents


and Philip E Hunter












Contents xi



















xiii






























Foreword





xvii

xviii Foreword





Foreword xix






xxi








xxiii






















Contents xi



















xiii






























Foreword





xvii

xviii Foreword





Foreword xix






xxi








xxiii




































xiii






























Foreword





xvii

xviii Foreword





Foreword xix






xxi








xxiii



















































Foreword





xvii

xviii Foreword





Foreword xix






xxi








xxiii






















xviii Foreword





Foreword xix






xxi








xxiii






















Foreword xix






xxi








xxiii
























xxi








xxiii





























xxiii






















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