Behavioral Assessment Tests: Best Practices in the Hiring Process

Teens taking personality test

This article is the second in 180one’s two-part series looking at behavioral assessment testing as part of the hiring process.
 
In part one of our series on using behavior assessment testing in the hiring process, we looked at different types of behavioral assessment tests and how organizations are increasingly using them to help evaluate the suitability and predicted performance of high-level job candidates. (You can revisit that article 
here.) Following the publication of that article, we conducted a survey with 180one clients to learn if and how they are currently using behavior assessment testing. Those survey results guide part two of the series, as we look at best practices for using these tests in the hiring process and after.


Question: Does your current or past organization use any sort of personality or behavioral assessment when interviewing candidates?
Survey results: Yes – 100%


This is consistent with the latest Candidate Experience Report from Talent Board, a nonprofit that studies best hiring practices from the prospective employee’s point of view. Their 2018 analysis showed that close to 90% of organizations surveyed use assessment testing in the hiring process, and two types stood out with a significant increase in use: 1) job simulations that help assess how a candidate might perform on the job, and 2) culture fit assessments that identify how well potential new hires will assimilate into the organization.


Question: Which type/style of assessment does your organization use? (such as, Hogan, DISC Wonderlic, Myers-Briggs, etcetera)?
Survey results: All of the above are used by many of our respondents, as well as a variety of specialized and industry-specific tests. Most respondents use a paid platform for testing and results analysis, although a few noted they’ve used free online testing such as Myers-Briggs and DISC basic.


Question: For what level of candidates does your organization use the assessments?
Survey results: All employees – 20%, Managers and above – 60%, Executives – 20%


With the broad scope of test types and high rate of usage across employment levels, it’s important to keep in mind that Equal Employment Opportunity Commission guidelines state it is the responsibility of the employer to ensure that selection tests, including behavioral assessments, are reliable and valid, yielding consistent results that predict success on the job.


The Society for Human Resource Management (SHRM) emphasizes that if a company can’t clearly demonstrate reliability and validity of an assessment test, the company is vulnerable to discrimination claims. Even if you use a testing service that provides documentation supporting the validity of a test, SHRM says the specific employer still has to be able to demonstrate the test is job-related and its results appropriate for the employer’s purpose.


EEOC guidelines on testing include:

  • Employers should administer tests and other selection procedures without regard to race, color, national origin, sex, religion, age (40 or older), or disability.
  • Employers are responsible for ensuring that behavioral assessment tests and other selection procedures are properly validated for the positions and purposes for which they are used.
  • Employers should ensure that tests and selection procedures are not adopted casually by managers who know little about these processes. No test or selection procedure should be implemented before or after hiring without an understanding of its effectiveness and limitations for the organization, its appropriateness for a specific job, and whether it can be appropriately administered and scored.


Question: At what point of the interview process are you using the assessment?
Survey results: After initial phone screen – 20%, After first interview – 40%, After second interview – 20%, Right before offer – 20%


First, it’s important to consider that the most effective hiring processes address your company’s needs, not likes, and the type and timing of assessment should support those needs. “Today you want innovation and growth to be competitive, and that can’t happen in a monolithic culture,” says Stephen Shapiro, the author of four books on workplace innovation. “You need to make sure you hire people with a broad range of styles, so instead of weeding out people that don’t fit, the recognition today is that different roles require different characteristics.”

With that in mind, there’s general consensus among recruiting firms and assessment analysts that in-depth assessment testing occur mid-process – after an initial screening and the first or second interview. And testing at this stage tests can yield valuable information that can reshape a job or even re-think a department.


Assessment and talent acquisition company PSI Select International points out that a company can also create a streamlined and in-depth interview structure that can serve as a supporting behavioral assessment tool in the hiring process. Creating a behavior-driven list of questions asked of all candidates gives the hiring manager a level playing field for assessing them, allowing better determination of the motivational fit of each candidate, and avoiding common interview bias pitfalls. (We’ve got a series on interview bias on our “Water Cooler” blog.)


Question: Are the results of the assessment used as a sole determination of Interview/No Interview, or Hire/No Hire decisions?
Survey results: Yes – 10%, No – 90%


Not using an assessment test as the only determination for making a decision about a candidate is consistent with the recommendations of most behavioral and occupational assessment companies. Carol Buckner, a director with assessment firm Birkman International, has found that companies using behavioral assessments need to give more attention to implementing a policy around the specific use of these tests in the selection process.


Buckner outlines four major points to keep in mind when using behavioral assessments during the hiring process:

  • Use assessment results as one piece of the puzzle, giving it no more or less weight than the interview, past experience, or resumé.
  • Use assessments in a consistent manner. One suggestion is to have all finalists for a position complete the assessment prior to a follow-up interview. Never selectively choose to give an assessment to only one of the three final candidates, as this creates bias.
  • Never specifically reference the assessment results with candidates. Do use the results to develop behavioral questions you can ask in the follow-up interview in order to gain more knowledge about potential hires.
  • Never make a hiring decision based solely on an assessment result.


Question: Why does your organization use assessments?
Survey results: Hiring/prescreening – 20%, Understanding team dynamics – 20%, Both – 60%


To get the greatest return on investment in assessments, Birkman International’s approach to designing and administering behavioral tests is the belief that high-performing employees need 1) passion to feel satisfied and motivated, 2) technical skills to accomplish tasks, and 3) a high degree of self and others awareness to navigate interpersonal dynamics.


A high-performing hire will continue to have these needs, and some behavior assessment testing analysts have determined that there is a greater ROI when using these tests after hiring to determine key motivators, to develop situationally appropriate benchmarks for success, and to build diverse, high-performing work teams.


The Society for Human Resource Management finds that although there’s not a simple measure of performance effectiveness for groups, there is a general understanding of what makes an effective group work: talent, skills, shared purpose and goals, performance ethics, incentives and motivation, effectiveness, leadership, conflict, communication, power and empowerment, and norms and standards. Utilizing an assessment tool will help you identify behavioral traits unique to each person that also support a successful team.


The Future of Behavior Assessments

The upward trend in the use of behavior assessment testing underscores that there’s not one “right profile” that guarantees success in a particular job or within an organization. And the range of test options continues to grow – in addition to the most well-known behavior assessments tests and administrators we looked at in part one of this series, SHRM alone lists almost 80 additional industry- and goals-specific organizations offering assessment tools and consulting.

If your organization is ever interested in gaining more insight into behavioral assessments and if / how they should be included in the hiring process, 180one will be a great resource for you. Whether we advise you directly or get you connected somewhere within our broad network, we are always happy to help you and your organization conquer your goals.

By Greg Togni July 30, 2025
Vice President of Sales – Industrial Automation About the Company For over a century, Globe Machine Manufacturing Company has been at the forefront of delivering custom-engineered factory solutions for manufacturers. Our solutions combine decades of proven mechanical performance with cutting-edge automation, controls, and robotics, empowering our customers to achieve next-level operational efficiency. Globe Machine was acquired by Westward Partners in 2024. Westward Partners is a Seattle based private equity firm investing in lower middle market businesses across a variety of industries based in the Pacific Northwest. The acquisition will set Globe up for accelerated growth and help the Company better serve new and existing customers through innovation, training, parts and service – something it has done successfully for over a century. About the Role Reporting directly to the CEO, this new Vice President of Sales – Industrial Automation will be integral in developing new customers and channels for Globe Machine. This strategic leadership role is responsible for driving revenue growth, expanding market share, and developing high-performance sales strategies in line with company objectives. Success in this role requires not only strategic sales skills, but also the technical proficiency to steer project definition, design, and sales initiatives. Effective collaboration with Globe’s engineering and manufacturing operations is imperative to achieve these objectives. The ideal candidate will have a deep knowledge of industrial automation technologies and proven success in managing complex sales cycles in a B2B environment and must possess the ability to instill customer confidence and foster strategic alliances within the industry. Furthermore, they must exhibit strong leadership qualities and excel as a team player. Key Responsibilities Sales Strategy Develop a comprehensive, data-driven sales strategy tailored to the industrial automation landscape, aligning with overall business objectives and long-term revenue goals. Conduct market segmentation and competitive analysis to identify high-growth sectors, emerging trends, and underserved customer segments. Define clear value propositions and differentiated messaging for key verticals to enhance market penetration. Establish pricing strategies and commercial models that reflect customer value, margin targets, and competitive positioning. Monitor market conditions, customer buying behavior, and competitive dynamics to proactively adjust strategy and maintain a strong market position. Business Development & Market Expansion Identify new business opportunities across new industrial sectors (e.g., manufacturing, automotive, food & beverage). Expand into new regions and market segments with tailored go-to-market plans. Drive channel strategy and channel partnerships with OEM’s, system integrators, distributors, and direct accounts. Customer & Partner Engagement Build and maintain strong executive relationships with strategic customers and partners. Oversee complex sales cycles, including technical solutions selling, contract negotiation, and long-term account management. Ensure a high level of customer satisfaction and retention by aligning solutions with business outcomes. Cross-Functional Collaboration Work closely with engineering, marketing, product and other teams across Globe to align product offers with market demands and customer feedback. Provide strategic input into pricing, product development, and solution positioning based on frontline insights. Forecasting & Performance Management Deliver accurate sales forecasts, pipeline reviews, and performance reporting to executive leadership. Utilize CRM and other data sources to drive sales insights and optimize sales operations. Competitive & Market Intelligence Monitor industry trends, emerging technologies, and competitive activity to inform sales strategy and maintain market position. Acts as the voice of the customer within Glove to ensure solution relevance and competitive differentiation. Qualifications: Bachelor’s degree in engineering, business or related field of study. 10+ years of progressive sales leadership experience in industrial automation, controls, robotics, integration, or related industries. Proven track record of meeting, or exceeding, multi-million-dollar revenue targets. Knowledge of automation and robotics technologies (e.g., PLC’s, robotics, motion control, sensors, etc.). Strong negotiation, communication, and presentation skills. Team player with a natural ability to collaborate with management, sales team, engineers, shop personnel, customer service and field service personnel required. Proven track record of independently managing clients and their account retention and growth required. Ability to handle multiple priorities efficiently, retain a sense of urgency and meet strict timelines required. Conduct oneself with the highest level of professionalism and ethical standards. The ability to travel up to or exceeding 50%. 180one has been retained by Globe Machine to manage this search. If interested in learning more about the opportunity, please contact Lisa Heffernan / 971.256.3076/ lisa@180one.com .
By Greg Togni July 29, 2025
When it comes to picking a new CEO, most boards reach for the usual suspects: executives with deep industry experience, often from within the same company or sector. That approach can feel safe, familiar candidates, known resumes, and minimal learning curves. But sometimes, playing it safe is the riskiest move of all. Two bold CEO appointments, Lou Gerstner at IBM in 1993 and Luca de Meo at Kering (home to Gucci, Saint Laurent, and Balenciaga) in 2025, offer compelling lessons in why bringing in an outsider can not only revitalize a struggling company but completely redefine its future. When a company is facing a critical inflection point, whether due to market shifts, internal stagnation, or a crisis of identity, looking beyond the usual talent pool may be exactly what’s needed. The IBM Pivot: Why the Best Choice Isn’t Always the Obvious One When IBM was on the brink of collapse in the early 1990s, the board had every reason to hire a tech industry insider. The company’s mainframe business was declining, and pundits believed the only way forward was to break it apart. The business media circled around technologists like John Sculley (Apple), Ben Rosen (Compaq), and George Fisher (Motorola) as obvious successors for IBM. It seemed clear: IBM needed someone with computer experience. Instead, the board chose Lou Gerstner , a marketing-focused executive with no background in tech. He had led American Express but had never worked at a tech firm. To most, it seemed like a wild bet. But Gerstner had what IBM truly needed: a clear-eyed view of business fundamentals, customer orientation, and the courage to challenge entrenched thinking. Within weeks, he diagnosed IBM’s core problem - not a dying mainframe business, but a bloated cost structure and poor pricing strategy. He slashed costs, dropped prices, and pivoted the company toward software and services. The result: IBM swung from an $8 billion loss to a $3 billion profit in under two years. The stock doubled in less than three. The takeaway? Gerstner succeeded not because he understood technology better than the insiders, but because he saw the business more clearly. His outsider lens became his greatest asset. Kering’s Gamble: When a Fashion House Needs a Fixer Fast-forward to 2025. The luxury giant Kering , home to Gucci, Saint Laurent, and Balenciaga, is flailing. Once a cultural powerhouse, the company has lost over 60% of its market value in two years. Gen Z is turning away. Investors are panicking. Gucci, the group’s crown jewel, has lost its sparkle. Leadership is uncertain. The traditional luxury playbook isn’t working. Enter Luca de Meo , a car executive. Best known for his turnaround successes at Fiat, SEAT, Volkswagen, and most recently Renault, de Meo is a brand strategist, not a fashion insider. But in an unexpected move, Kering’s longtime CEO François-Henri Pinault tapped him as his successor. To some, the decision was shocking. To others, it was exactly what Kering needed. Like Gerstner, de Meo is a seasoned operator with a history of revitalizing stagnant brands. He brought the Fiat 500 back to life. He revived Renault’s design appeal. And, importantly, he understands how to manage complexity at scale, just like a fashion conglomerate demand. Pinault explained the decision simply: “His experience at the helm of an international listed group, his sharp understanding of brands, and his sense of a strong and respectful corporate culture convinced me that he is the leader I was looking for.” In other words, Kering isn’t betting on fashion expertise. It’s betting on vision, brand building, and courage , qualities that transcend sectors. What Great Boards Understand About CEO Selection These two stories - IBM in 1993 and Kering in 2025 - share a deeper lesson about board behavior: great boards don’t just look for experience. They look for fit, capability , and contextual leadership . According to governance experts, the best board members do four things related to CEO selection that others often overlook: Clarify essential qualities : They define the two or three critical capabilities required to lead the company now , not a generic list of leadership traits. Stay open-minded : They don’t default to insiders or industry lifers. They consider external candidates who might bring unconventional strengths. Understand true fit : They go deep to match the candidate’s strengths to the business’s unique challenges - not just resume credentials. Accept imperfections : No candidate is perfect. Great boards don’t let minor gaps outweigh major potential. The IBM board, for example, didn’t get fixated on Gerstner’s lack of tech experience. They focused on his customer acumen, strategic thinking, and execution muscle . Kering is doing the same with de Meo: prioritizing brand vision and organizational agility over fashion-world familiarity. Why Outsiders Sometimes Make the Best Insiders There’s a myth that only someone “from the industry” can understand a company’s product or sector. But often, industry veterans are too close to the way things have always been done . They bring assumptions, biases, and sometimes too much reverence for tradition. Outsiders, on the other hand, are unencumbered. They ask disruptive questions. They bring fresh playbooks. They’re more willing to cut sacred cows or challenge failing strategies. And when paired with a strong leadership team that fills in any gaps, they can create transformative results. In both IBM and Kering’s case, their challenges weren’t about industry-specific knowledge. They were about strategic misalignment, outdated business models, and fading relevance. And those are problems a great leader, regardless of background, can solve . So, When Should You Look Outside? Hiring an outsider isn’t always the right call. But it can be the smartest one in situations like: An identity crisis (like Kering): when the company no longer knows who it is or how to connect with a new generation of consumers. A deep turnaround (like IBM): when the internal culture is stuck and bold change is needed. A strategic pivot : when the business must evolve quickly, and current leadership lacks the skills or courage to get there. A stagnant succession pool : when the internal candidates reflect the past more than the future. Bold Moves Create New Futures Both Lou Gerstner and Luca de Meo walked into the industries they weren’t born in. They remind us that leadership is less about where you come from, and more about how you think, act, and lead. Boards that have the courage to look outside their industry not only to widen the talent pool - but they also give their companies the best shot at meaningful transformation. In moments of crisis or reinvention, you don’t need more of the same. You need someone who sees things differently and has the guts to act on it.
July 14, 2025
 Vice President Operations & Purchasing About the Company Wilmar is a leading supplier of hand tools and equipment to major retailers across North America. With a focus on quality, value, and service, Wilmar delivers a wide assortment of automotive, industrial, and home repair tools to customers ranging from big-box retailers to specialty distributors. The company has a strong global sourcing operation and a warehouse network supporting a diverse and fast-moving product catalog. Wilmar is backed by Rainier Partners, a growth-focused private equity firm committed to building operational capabilities, improving margins, and supporting long-term value creation. Rainier’s investment is helping accelerate Wilmar’s growth in additional product categories, end markets, and geographies, while preserving the Company’s unique culture and customer focus. About the Role The Vice President of Operations and Purchasing is responsible for driving operational performance across Wilmar’s warehouse, purchasing, and facilities functions. This leader will ensure the company’s distribution operations are efficient, accountable, and aligned with broader business goals. The ideal candidate brings a deep background in global sourcing, warehouse operations, and lean methodologies, combined with the leadership skills to build a high-performing team. The VP of Operations will report directly to the CEO and work closely with the executive team. They will oversee key areas including warehouse management, purchasing strategy, supplier performance, inventory control, safety, and facilities management. This is a hands-on leadership role requiring both strategic insight and executional follow-through. Principal Accountabilities Are: Operational Execution Lead all aspects of warehouse and distribution operations across multiple shifts, with clear accountability for productivity, accuracy, on-time delivery, and safety metrics. Ensure WMS and forecasting tools are fully leveraged to improve planning, execution, and visibility. Drive continuous improvement through lean methodologies, root cause problem-solving, and frontline engagement. Strengthen shift handoffs, floor discipline, and daily performance management. Purchasing & Sourcing Leadership Direct the Purchasing function through a Director of Purchasing and team, ensuring accurate forecasting, supplier performance, and cost optimization. Oversee global sourcing decisions, balancing quality, cost, lead time, and working capital implications. Serve as a strategic negotiator for key supplier relationships and escalation points. Develop sourcing strategies that improve inventory turns and reduce excess and obsolete stock. People Leadership & Culture Build a strong leadership bench across operations and purchasing; provide clarity, accountability, and coaching to direct reports. Evaluate and evolve the existing leadership team to meet current and future needs. Lead culture change with a focus on urgency, ownership, accountability, and safety. Set a high bar for behavior and performance and follow through on underperformance with clarity and professionalism. Data-Driven Management Use systems (WMS, HRIS, Excel) and visual management tools to drive accountability and improve execution. Develop and report on key performance indicators across operations and purchasing. Establish practical, actionable KPIs that align with business priorities and PE partner expectations. Cross-Functional & Financial Acumen Work in partnership with Sales, Finance, ECommerce, and HR to ensure operational decisions support broader business objectives. Translate business strategy into operational execution plans that impact the P&L. Balance tradeoffs between cost, service, and operational risk with clarity and foresight. Ideal Candidate Profile: 10+ years of leadership experience in a high-volume distribution or logistics environment, ideally within a global sourcing and retail supply chain context. Proven success implementing lean practices and continuous improvement initiatives. Demonstrated ability to lead culture change and build strong leadership teams. High comfort level with data and operational systems; able to translate insight into action. Strong cross-functional collaborator who understands how operational decisions impact financial results. Interested in Learning More? 180one has been retained by Wilmar to manage this search. If interested in learning more about the opportunity, please contact Tom Haley / 503-334-1350 /  tom@180one.com 
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