How do I set up behavioural competencies?

Modified on Wed, 25 May 2022 at 09:48 AM

What are Competencies?

Competencies are the knowledge, skills, abilities, and behaviours required by an individual to complete their role. The formal review process will allow individuals to measure themselves against the skills and abilities they should have to complete their role successfully. This article is about setting up behavioural competencies.


Creating Behavioural Competencies

To create a behavioural competency, first head to the admin area of Immerse Works (the little cog in the top right of the page, or in the menu on the left). Next click on Behavioural Competencies, under the Reviews heading. This will bring you to the behavioural competencies page, where you can find all the current behavioural competencies that are set up for the business.


To create a new behavioural competency, click on Actions in the top right-hand corner of the page. Then from the dropdown, click on Add a Behavioural Competency. 



This then brings up the form to create a new behavioural competency. Simply insert a description and the descriptors. 

We have included some examples below to help out:


Business & commercial awareness -
- Manages, develops & implements processes to improve clients service within individual team or discipline
- Takes steps to develop a deep understanding of the clients marketplace and competitors
- Confidently presents/pitches to clients marketplace and competitors
- Effectively manages the communication strategy within their own portfolio and collaborates to ensure end to end service delivery
- Plans key negotiations in detail, considering the other party’s likely needs, objections and style to maximise the outcome for both parties
- Makes tough decisions when client work is no longer profitable

Communication & Influence - 
- Updates key Stakeholders in line with agreed milestones for projects & tasks without being reminded
- Participates in group situations & asks questions to gather information
- Uses appropriate levels of face to face, phone and email to influence others
- Demonstrates ability & will to follow instructions/briefings from others so as to achieve the task
- Takes pride in producing high quality work and is not afraid to challenge others or be challenged so as to stretch & continually improve what we deliver

Empowering People -
- Encourages others to learn from their mistakes as an important part of the development of a high performance culture
- Involves team members in reviewing their own performance, encouraging them to identify areas of improvement for themselves
- Creates a culture where performance departmental excellence is seen as standard and team members are highly self motivated to achieve greatness
- Takes regular opportunities to coach employees or sub contractors to improve skills or overcome issues
- Seeks opportunities to stretch and challenge high performers
- Encourage cross functional communication and team working


And there you have it! This is how you create behavioural competencies. 


For more support articles visit https://pdwgroupuk.freshdesk.com/support/home

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