Assessment criteria — Commercial / Marketing Strategy P6+

Evaluation criteria 32

• 01Delivers on: Influence cross-company pricing strategy

  canon · responsibility · observed
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 02Delivers on: Represent company in industry panels

  canon · responsibility · observed
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 03Delivers on: Drive strategic pricing initiatives

  canon · responsibility · observed
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 04Delivers on: Engage with industry leaders

  canon · responsibility · observed
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 05Delivers on: Shape industry standards

  canon · responsibility · observed
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 06Performs to standard: Collect fees, commissions, or other payments, according to contract terms.

  O*NET task · observed · IM 4.57
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 07Performs to standard: Send samples of clients' work and other promotional material to potential employers to obtain auditions, sponsorships, or endorsement deals.

  O*NET task · observed · IM 4.49
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 08Performs to standard: Keep informed of industry trends and deals.

  O*NET task · observed · IM 4.28
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 09Performs to standard: Conduct auditions or interviews to evaluate potential clients.

  O*NET task · observed · IM 3.99
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 10Performs to standard: Negotiate with managers, promoters, union officials, and other persons regarding clients' contractual rights and obligations.

  O*NET task · observed · IM 3.99
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 11Performs to standard: Confer with clients to develop strategies for their careers, and to explain actions taken on their behalf.

  O*NET task · observed · IM 3.95
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 12Performs to standard: Develop contacts with individuals and organizations, and apply effective strategies and techniques to ensure their clients' success.

  O*NET task · observed · IM 3.86
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 13Performs to standard: Schedule promotional or performance engagements for clients.

  O*NET task · observed · IM 3.59
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 14Performs to standard: Arrange meetings concerning issues involving their clients.

  O*NET task · observed · IM 3.52
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 15Performs to standard: Manage business and financial affairs for clients, such as arranging travel and lodging, selling tickets, and directing marketing and advertising activities.

  O*NET task · observed · IM 3.5
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 16Performs to standard: Hire trainers or coaches to advise clients on performance matters, such as training techniques or performance presentations.

  O*NET task · observed · IM 3.43
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 17Performs to standard: Prepare periodic accounting statements for clients.

  O*NET task · observed · IM 3.42
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 18Effectiveness at: Supervise employees.

  O*NET work activity · observed
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 19Effectiveness at: Maintain data in information systems or databases.

  O*NET work activity · observed
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 20Effectiveness at: Examine financial records.

  O*NET work activity · observed
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 21Effectiveness at: Analyze business or financial data.

  O*NET work activity · observed
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 22Effectiveness at: Explain regulations, policies, or procedures.

  O*NET work activity · observed
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 23Effectiveness at: Confer with personnel to coordinate business operations.

  O*NET work activity · observed
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 24Effectiveness at: Correspond with customers to answer questions or resolve complaints.

  O*NET work activity · observed
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 25Effectiveness at: Verify accuracy of records.

  O*NET work activity · observed
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 26Effectiveness at: Establish organizational guidelines or policies.

  O*NET work activity · observed
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 27Effectiveness at: Prepare financial documents.

  O*NET work activity · observed
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 28Effectiveness at: Prepare financial documents, reports, or budgets.

  O*NET work activity · observed
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 29Effectiveness at: Advise others on business or operational matters.

  O*NET work activity · observed
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 30Effectiveness at: Investigate legal issues.

  O*NET work activity · observed
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 31Effectiveness at: Assess financial status of clients.

  O*NET work activity · observed
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

• 32Effectiveness at: Update professional knowledge.

  O*NET work activity · observed
  Rating frame (5-point BARS)

  5 · Exceeds

  — rating anchor pending —

  3 · Meets

  — rating anchor pending —

  1 · Below

  — rating anchor pending —

  Rating anchors are completed by the rater against observed behavior — leveled anchor text lands with the next source edition.

Performance standards at this level 21

What good looks like at this level, by dimension — verbatim level and JFM rubric text, with this profile's performance metrics attached where a real keyword match exists. Work activities are O*NET-derived (basis: derived).

• Scope

  canon · level dimension · observed

  Organization-wide architecture and the hardest problems

• Autonomy

  canon · level dimension · observed

  Defines direction; minimal oversight

• Complexity

  canon · level dimension · observed

  Strategic, open-ended problems shaping the technical future

• Impact

  canon · level dimension · observed

  Organization-wide

• Decision rights

  canon · level dimension · observed

  Sets technical strategy for a major area

• Leadership

  canon · level dimension · observed

  Recognized authority; multiplies many teams

• Work activities

  O*NET work activity · derived

  Effectiveness at: Supervise employees.

• Work activities

  O*NET work activity · derived

  Effectiveness at: Maintain data in information systems or databases.

• Work activities

  O*NET work activity · derived

  Effectiveness at: Examine financial records.

• Work activities

  O*NET work activity · derived

  Effectiveness at: Analyze business or financial data.

• Work activities

  O*NET work activity · derived

  Effectiveness at: Explain regulations, policies, or procedures.

• Work activities

  O*NET work activity · derived

  Effectiveness at: Confer with personnel to coordinate business operations.

• Work activities

  O*NET work activity · derived

  Effectiveness at: Correspond with customers to answer questions or resolve complaints.

• Work activities

  O*NET work activity · derived

  Effectiveness at: Verify accuracy of records.

• Work activities

  O*NET work activity · derived

  Effectiveness at: Establish organizational guidelines or policies.

• Work activities

  O*NET work activity · derived

  Effectiveness at: Prepare financial documents.

• Work activities

  O*NET work activity · derived

  Effectiveness at: Prepare financial documents, reports, or budgets.

• Work activities

  O*NET work activity · derived

  Effectiveness at: Advise others on business or operational matters.

• Work activities

  O*NET work activity · derived

  Effectiveness at: Investigate legal issues.

• Work activities

  O*NET work activity · derived

  Effectiveness at: Assess financial status of clients.

• Work activities

  O*NET work activity · derived

  Effectiveness at: Update professional knowledge.

Structured-interview dimensions

The work-style constructs a structured interview for this occupation should probe (importance-ranked). Pair with past-behavior questions and anchored rating scales — the evidence-backed format.

Level-calibrated behavioral anchors 28

Verbatim anchors from open leveled frameworks, mapped onto this profile's level (basis: derived — competency-scoped, not per-criterion). Use them to calibrate what "exceeds / meets" looks like at this level.

• Creativity and Innovation

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Creates new methods for planning, designing, and carrying out program objectives Organizes and leads cross-divisional work group in developing creative solutions to address problems Creates new units to streamline functions based on work flow analysis

• External Awareness

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Provides policy advice to officials which are consistent with local, national, and international policies and trends Reflects industry best practices in the development of agency-wide policies and procedures

• Flexibility

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Adjusts organizational priorities quickly as situations change Shifts agency goals and initiatives to align with administration and Congressional priorities

• Resilience

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Responds to setbacks by developing alternative approaches to determine the best course of action Maintains unit's effectiveness, quality, and morale during organizational change Cultivates internal and external stakeholders to develop strategies for obtaining funding from alternate sources following budget cuts

• Strategic Thinking

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Leads and directs a strategic planning team to address and outline the future direction of an organization Establishes strategic performance measures to allow the organization to continually assess and adjust program direction

• Vision

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Directs and provides guidance to managers to develop long-term strategic plan for the division Educates agency officials about new system and outlines how the long-term benefits align with agency goals Conducts workshop with employees, human resources staff, and customers to build a vision, strategy, and goals for the unit

• Conflict Management

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Recognizes conflict and takes steps to address issues by meeting with the involved parties Mitigates staff concerns regarding agency-wide issues by investigating allegations and taking appropriate action

• Leveraging Diversity

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Builds a diverse staff with a variety of skills who function effectively to accomplish the mission of the organization Develops a creative initiative focused on recognizing the various dimensions of diversity to encourage inclusiveness in the workplace

• Developing Others

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Recommends details and developmental assignments to staff based on career interests and work unit needs Recognizes staff potential and guides employees in developing skills by recommending appropriate training and sources of information Works with staff to develop individual development plans addressing employee needs and meeting organizational goals

• Team Building

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Promotes cohesiveness of a dysfunctional team by defining roles and responsibilities of each team member and establishing overall objectives Leads teams to implement Congressional programs and interact with legislative representatives Motivates agency-wide team by assigning work based on team member skill level and area of interest

• Accountability

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Provides and promotes position information across divisions to educate staff on respective duties, performance expectations, and consequent impact on accomplishment of agency goals Holds staff accountable for new performance standards and expectations by taking action with employees not meeting standards

• Customer Service

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Anticipates growing customer needs and expectations to continuously improve product development and service delivery Creates work group consisting of stakeholders and neutral parties to develop solutions to customer service barriers

• Decisiveness

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Changes course of action despite public support when new information indicates previous strategy would not succeed Makes timely decisions using available information regarding severe operating budget reductions including possible reductions in force (RIFs)

• Entrepreneurship

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Takes calculated risks by creating new and innovative business lines Conducts research and develops business proposals resulting in a high return on investment

• Problem Solving

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Synthesizes information from internal and external sources to develop an action plan addressing program issues Addresses systemic barriers inhibiting the achievement of results by forming teams to conduct focus groups and develop solutions

• Technical Credibility

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Provides expertise in technical subject area to an organization or team Develops technical portions of agency guidelines for internal and external use Evaluates, incorporates, and communicates the latest developments in specialty area through agency guidelines and criteria Provides technical expertise in the design and implementation of agency-wide projects

• Financial Management

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Develops and implements new procurement system to support agency program within time and budgetary constraints Ensures financial commitments and deadlines are met by facilitating and assessing processes, situations, and issues and takes corrective action, as needed Considers implications of financial decisions and suggests methods for meeting needs of staff and the organization overall Develops, justifies, and manages organization- wide budgets for annual projects and programs

• Human Capital Management

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Develops rewards system to recognize the impact of employee contributions to the organization Identifies creative strategies to recruit employees with the required skills and qualifications, despite having limited resources Identifies mission critical occupations and associated competencies needed to perform organizational functions

• Technology Management

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Improves ability of agency to gather and act on data from stakeholders by using online surveys and related IT tools Improves agency productivity by expanding the use of existing IT applications for use by clients and staff

• Partnering

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Collaborates with headquarters, regional offices, and key stakeholders to implement new initiatives Partners with various parties by sharing information and resources across multiple levels to establish new programs

• Political Savvy

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Ensures staff understands documentation and required metrics to analyze political issues Meets with community leaders to discuss political issues and address concerns Establishes a clear vision for the organization by meeting with managers agency-wide to ensure initiatives are understood Addresses controversial political issues by conducting research and considering best practices

• Influencing/Negotiating

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Negotiates with leaders for changes to reorganization design based on feedback from subordinates Develops plan and convinces high-level agency officials to adopt approach by meeting with officials to explain points Guides a team of experts to provide advice on, and build credibility for, a multi-level negotiation process

• Interpersonal Skills

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Treats individuals from all levels of the agency with courtesy and sensitivity Meets with staff and listens to their perspective on organizational policies and procedures

• Oral Communication

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Conducts presentations and briefings for high- level agency officials Presents, explains, and defends agency positions and proposals to staff and stakeholders

• Integrity/Honesty

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Instills a climate of trust by admitting own mistakes and taking responsibility for one's actions Discusses potential ethical problems and wrong- doing with employees and responds appropriately

• Written Communication

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Writes complex technical reports using clear terminology and a concise format for use by high- level decision makers Reviews technical reports, edits materials, and provides suggestions to improve clarity while ensuring documents are targeted to the intended audience

• Continual Learning

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Completes leadership development program including training, coaching, and mentoring opportunities and applies key learnings Arranges and completes rotational assignment meeting own developmental goals and aligning with organizational strategies

• Public Service Motivation

  OPM Leadership Proficiency Levels · Level 4 - Advanced

  Partners with community leaders to develop neighborhood action plans Cultivates relationships with community stakeholders to validate usefulness of proposed products and services