We met the full management team of 5 for an introductory meeting and agreed our process before asking them all to complete the Hogan Lead series of psychometric assessments. We then conducted thorough interviews with each team member individually exploring issues of strengths & weaknesses, style, motivations etc., as well as diving down into how decisions were made in the organisation. We interpreted their Hogan results and conducted feedback reviews of these with each individual, exploring how their results may be useful going forward. Finally we undertook externally references on all of the team members speaking to advisors, customers, intermediaries etc as we were unable to speak to former employers/colleagues given their long tenure with the group.
We presented a comprehensive report including our interview transcripts, the results and interpretation of the Hogan assessments, and our opinion and recommendations. Our report not only assessed the individuals but the team as a whole, addressing culture, vision, common goals and highlighting where potential issues may lie. By combining in-depth interviews and psychometrics we were able to give the investor comfort that the team had been widely assessed and understood despite the lack of widespread referencing.