Find out how to conduct an exploration discussion with candidates.
What is the purpose of an exploration discussion?
A personality questionnaire becomes a much more powerful selection or development tool when results are used as the basis for a structured discussion. An exploration discussion can be used to gain a deeper insight into a candidate’s traits, motivations and values. It gives you a chance to delve into the results. It is therefore important that the discussion is done in the right way, to support the candidate and gather the most accurate information you can.
Remember the main objectives of an exploration discussion are:- To ‘check out’ or validate what the candidate has said about themselves in their responses to the questionnaire
- To explore the information further and gather more details about how they are likely to behave in the workplace
What language should I be using?
All of our reports include essential advice and points to make clear to candidates at the beginning of a discussion:
- Personality is not fixed it may vary over time, change through training/development, or simply vary depending on the situation
- There are no rights or wrongs. The scores do not measure ability, skills, capability or competence. They are merely indications of preferences or typical styles of behaviour
- The questionnaire is very reliable but is not infallible
- The profile is intended to clarify your self-perceptions it does not provide an objective measure
- These results must be kept within the boundaries of confidentiality agreed with the candidate
- The results must not be used for any purpose other than that agreed with the candidate
- These results must be kept securely and not retained beyond the period agreed with the candidate
It is important to use language that emphasises the points above:
- The tool uses self-report to measure personality - “Your responses”, “You see yourself”
- The status (reliability) of the results - “Indicates” “suggests” “may”
- The questionnaire is scored using norm comparison - “Compared to others”
- The way you describe the strength of tendency should be consistent - “slight” “strong” “fairly” or “very”
- Language of scale behaviours - Do not use scale labels to describe results, instead there are comprehensive descriptions included in most reports
Examples
“Your responses suggest that, compared to other graduates, you have a fairly strong tendency to be candid and be direct in expressing your opinions.”
“You describe yourself as someone who tends to experience self-doubt compared to other people”
“Compared to others you may see yourself as having a slight preference for working in a culture with a strong profit motive”
How do I conduct an exploration discussion?
- Prepare
- Break the ice and build rapport
- Introduce the session
- Ask open, probing questions
- Follow up and reflect on aspects of their answers
- Repeat 4 & 5 as necessary
- Summarise the key insights
- Ask if the candidate has any questions
- Close and thank the candidate
Keep in mind that this is just a guideline, as long as you have achieved the aims of a feedback discussion and communicated the best practice principles (found at the start of every report) throughout, you can structure the discussion however you want.
Varied approaches:
- Feedback first: feedback results from the report and then use probing questions to ask about the candidate
- Probing first: use probing questions based on the scales, without feeding back to the candidate what the report shows. Reveal the report to them after you have had a discussion
- Exploring ‘typical range’ scores: focus on scales with scores that fall in the middle range to discuss flexibility and where the candidate has less extreme preferences, as compared to others
- Exploring stronger scores: focus on scales with scores that fall at the extremes of the scale to discuss where the candidate has the strongest preference compared to others
- Start with a ‘warm’ result: This may help to break the ice. ‘Warm’ results are generally information the candidate might be happy to hear. For example, having a strong preference for optimism, friendship or creativity could be examples of ‘warm’ results.
General tips:
- Remember you are forming hypotheses not confirming facts
- You are looking to build a picture of the ‘whole person’
- Describe scale scores, rather than reading out a number
- The candidate should be talking for 2/3 of the discussion
- Pay attention to the relationship and correlation between scales
- Avoid using scale labels, describe what the scale shows
Preparing for the discussion
Through thorough preparation, you will get the most out of your discussion with the candidate.
- Read the report thoroughly
- Familiarise yourself with the scale meanings, not just the scores
- Review the profile and form hypotheses
- Build a narrative by linking scales together*
- Consider how to approach feeding back sensitive areas
- Make appropriate notes to use while you have a discussion
*For example: consider how the meaning of having a strong preference to work in a more risk-taking way changes when the candidate is also quick to make decisions, compared to taking time to weigh up all options before acting. Considering matters like this one forms a narrative by building, or daisy-chaining, scales together.
All reports have been made with a specific audience in mind, with some directed towards the candidate themselves and others exclusively for managers or recruiters. We advise that clients give candidates the personal feedback report, which is less open to misinterpretation regardless of which report they are relying on to facilitate the discussion.
How to introduce the discussion
The candidate needs to be clear on why you are discussing before you begin. Make sure you outline what the exploration will consist of before you begin by covering the following:
- Length, purpose and interactive nature of the discussion
- Why they were asked to complete the assessment
- What assessment they have completed and what it measures
- The self-report nature of personality questionnaires.
- There are no rights or wrongs, the assessment measures tendencies and preferences, not ability
- Reliability of the results
- How the questionnaire is scored, including specific information on which norm group has been used
- Boundaries of confidentiality
Building Rapport
Creating rapport with an individual is critical in getting their active involvement in the exploration discussion. When you first meet the candidate remember to introduce yourself and have a short conversation to break the ice.
During the discussion itself, several interpersonal skills will help you to build a relationship. Demonstrate you are listening carefully to the individual by showing active attention towards them. This could include using both verbal and non-verbal cues such as nodding, keeping eye contact and back channelling (e.g. saying ‘mmm’ or ‘I see’ to indicate you are interested in what is being said). Try to maintain a supportive and encouraging style, through an open posture and non-judgemental demeanour, remaining empathetic to whatever the candidate has to say. Aim to ask open questions, that aren’t leading in nature, and ensure you let the candidate answer fully. If you do wish to ask a follow-up question wait until they have finished their whole train of thought before doing so.
Examples of active listening
Summarising back
Describe what you understand from what the person last said:
• ‘So, what you’re saying is…’
• ‘How you see it is that…’
• ‘It sounds to me like…’
Reflecting back
Describe the feelings or emotions you pick from what the person has just said:
• ‘You seem unsure…’
• ‘That must have been very exciting…’
• ‘You sound like you felt anxious…’
As well as helping to show you are listening, phrases like this are helpful to correct any misunderstanding from both parties, punctuate the discussion, and provide structure to the conversation.
Tips for asking questions
- Ask open and past-tense questions
- Remember to follow up with probing questions based on their responses
- Use pauses to facilitate further explanation
Tips for asking questions
- Ask open and past-tense questions
- Remember to follow up with probing questions based on their responses
- Use pauses to facilitate further explanation
You should avoid asking leading questions and multiple questions as you are more likely to influence what the candidate says with your own opinions. Make sure to wait until they have answered fully before asking a follow-up question.
For example:
“The results suggest that, compared to others, you have a strong tendency to accentuate the positive and expect things to turn out for the best...”
A leading question
“…Do you think this is because, in past management positions, you have had to set an example for others in your office and keep morale high?”
A better alternative
“…The results suggest that, compared to others, you have a strong tendency to accentuate the positive and expect things to turn out for the best. Can you think of an example of this in your past positions?”
Multiple questions
“…Do you agree? Do you think this is always the case? Can you think of a situation where you tend to anticipate problems more than benefits?”
A better alternative
Ask one of these questions and wait for a response before asking the next
What about ability tests?
A feedback discussion around ability tests should be approached in a similar way to personality questionnaires, taking care to describe norm groups and the infallibility of scores. The key best practice principles are also outlined at the beginning of the ability test report.
Ability test scores should be fed back verbally where possible, using descriptions rather than numbered scores. Reports should not be given to candidates as they are easily misinterpreted.
Last Updated: January 2024