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Job Analysis Report 
for the classification of 
Retail Manager 
November 2014 
David J. Keyser 
West Chester University
Table of Contents 
Executive Summary…………………………………………………………………………….…2 
Introduction to the Job and Context……………………………………………………………….3 
Information Gathering…………………………………………………………………………….3 
O*NET………………………………………………………………………………………………..………3 
ETL Common Core Roles……………………………………………………………………………………3 
Subject Matter Experts……………………………………………………………………………….………4 
Interviews…………………………………………………………………………………………………….4 
Development of the Job Analysis Questionnaire………………………………………………….5 
Tasks & KSA Identification & Grouping………………………………………………………...…………..5 
Questionnaire Development………………………………………………………………….………………5 
Questionnaire Administration……………………………………………………………………..6 
Data Analysis……………………………………………………………………………...………6 
Computation of Mean Rating and Critical Scores………………………………………………..…………..6 
Data Analysis Tables……………………………………………………………………..…………7 
Task & KSA Linking Procedure…………………………………………………………….………………13 
Linkage Table………………………………………………………………………...……………14 
Summary of Results……………………………………………………………………………..…………..15 
Job Description…………………………………………………………………………………..21 
References…………………………………………………………………………..……………25 
Appendix A: O*NET Summary Report………………………………………………………….26 
Appendix B: ETL Common Core Roles…………………………………………..……………..29 
Appendix C: Job Analysis Interview Questions…………………………………………………32 
Appendix D: Job Analysis Questionnaire………………………………………………………..35 
1
2 
Executive Summary 
The following job analysis report illustrates the steps involved to identify the important 
tasks, knowledge, skills and abilities that are necessary to perform the job of a Retail Manager. 
The O*NET OnLine database and an acquired document explaining the core roles of Executive 
Team Leads (ETLs) at Target were used to obtain background information on the job of a Retail 
Manager. Two ETLs at Target were interviewed as subject matter experts (SMEs) while three 
ETLs were asked to complete a job analysis questionnaire. The SME’s responses to the 
questionnaire were used to determine the essential tasks, knowledge, skills, and abilities (KSAs) 
needed to perform the job successfully. The analysis linked these essential tasks of a Retail 
Manager with the important KSAs required to perform those essential tasks. The report includes 
both the data analysis of the task and KSA statements rated by the SMEs as well as the resulting 
job description for a Retail Manager.
3 
Introduction to the Job and Context 
Retail Managers are responsible for ensuring team members work effectively through 
support and facilitation of daily tasks. They provide team members with recognition and 
important information regarding safety regulations, upcoming events, and policy changes 
through a consistently changing work environment. Retail Managers have to constantly adapt to 
their environment in order to resolve difficult issues regarding customers, team members, and 
upper management. Retail Managers are responsible for selecting and developing potential talent 
through hiring, training, and promotion methods to enrich a positive team culture. With that 
being said, Retail Managers are also responsible for firing individuals who do not perform within 
company standards. 
Information Gathering 
O*NET 
The O*NET OnLine database was referred to obtain background information on the job 
of a Retail Manager. The O*NET summary report for retail manager listed the essential tasks and 
KSAs necessary to successfully perform the job. This summary report was helpful in 
categorizing the critical tasks and KSAs required for the job and in developing the job analysis 
questionnaire. The O*NET summary report can be found in Appendix A. 
ETL Common Core Roles 
Upon request, information regarding the core roles of the position of Target Executive 
Team Leader (ETL) was obtained by the job analyst in order to receive even further background
information of the job of Retail Manager. The ETL core roles indicated all of the essential duties 
of this specific type of Retail Manager and were helpful in developing the job analysis 
questionnaire. The ETL core roles summary can be found in Appendix B. 
4 
Subject Matter Experts 
Information regarding the job of retail manager was also gathered from two subject 
matter experts: Matthew Uhlman and Lydia Johnston. Both of the SMEs are current incumbents 
who work at the Target in West Pottsgrove Township, Pennsylvania. Both Mr. Uhlman and Ms. 
Johnston have many years of experience while working in retail. Mr. Uhlman has been an ETL at 
Target for three years while Ms. Johnston has been an ETL at Target for eight months, but has 
worked for the company for over eight years. 
Interviews 
Individual interviews with both SMEs were conducted to gain a deeper understanding of 
the job of a retail manager. The SMEs were asked to describe their daily routine and daily 
expectations on the job, what types of hardships are faced, what the characteristics of the best 
and worst performing person they have seen in the job, etc. Interview questions can be found in 
Appendix C. Besides different leadership styles, the SMEs indicated that arguably the most 
important attribute for a retail manager to have is a positive attitude and the ability to connect 
with team members, guests, and other leaders. These interview responses were used to develop 
the job analysis questionnaire.
Development of the Job Analysis Questionnaire 
The job analysis questionnaire was created based on a combination of the information 
from the O*NET OnLine summary report for retail managers, the ETL Common Core Roles, and 
the information gathered from interviews of the three SMEs. 
5 
Task and KSA Grouping 
The job analysis questionnaire contained five sections. They were 1) Tasks, 2) 
Knowledge, 3) Skills, and 4) Abilities 5) Open comments. After researching the job of a retail 
manager on O*NET, ETL Common Core Roles, and conducting interviews with SMEs, task and 
KSA statements were written. The finalized questionnaire consisted of twenty one task 
statements, seven knowledge statements, seven skill statements, and seven ability statements. 
Overall, this questionnaire was a detailed overview of the major tasks and KSAs needed to 
perform the job of a retail manager. The final job analysis questionnaire can be found in 
Appendix D. 
Questionnaire Development 
The questionnaire was developed in a way that each task and KSA statement was to be 
rated on two dimensions: importance and frequency by each SME. Importance referred to the 
importance of the task or KSA in relation to overall success of job performance. Frequency 
referred to the frequency of performing the task or using the KSA on the job. Separate rating 
scales were used to measure importance and frequency of use. The importance scale was 
anchored from 0 = unimportant to 2 = essential and the frequency of use scale was anchored 
from 0 = never use to 3 = frequently use.
6 
Questionnaire Administration 
The questionnaire was administered to the two SMEs who were interviewed and one 
additional SME. 
Data Analysis 
Computation of Mean Rating and Critical Scores 
The mean ratings were calculated by finding the average for each of the tasks and KSA 
statements for both importance and frequency. The combined ratings for each of the tasks and 
KSA statements were calculated by adding the mean importance and mean frequency of use. The 
mean importance (MI), mean frequency of use (MF), and combined rating (CR) for each of the 
tasks and KSA statements are presented in Tables 1- 4 below. The average of each task and KSA 
statements for mean importance and mean frequency of use had to be at least 0.5 or higher to 
retain. Statements receiving a mean importance and frequency rating lower than 0.5 were reject. 
For each task and KSA statement a critical score (combined rating) was computed by adding the 
mean importance rating to the mean frequency rating. A cutoff score of 2 was set to identify the 
most critical tasks and KSAs for a retail manager. The reason why a cut score of 2 was used was 
because it seemed reasonable given the data. Statements with a combined rating less than 2 were 
rejected and statements with a combined average greater than 2 were retained and placed in the 
job description. In the current job analysis every task and KSA statement was retained.
7 
Table 1 – Data Analysis of Task Statements 
Descriptions 
Tasks 
MI 
MF 
CR 
1. Convey marvelous moments with 
customers by responding to 
customer issues and grievances to 
facilitate customer satisfaction. 
2 2.67 4.67 
2. Make decisions on the hiring, 
training, and evaluation aspects of 
team members and in some cases, 
promoting and firing when required. 
2 2.33 4.33 
3. Use appropriate tools and 
authorizations to meet financial 
obligations such as budgets, team 
member schedules, etc. 
2 2.67 4.67 
4. Examine and ensure team 
accountability for correct display, 
signing, and pricing of merchandise. 
1.33 2.67 4 
5. Hold team accountable for 
maintaining brand standards such as 
cleanliness, organization, and 
adequate work environments by 
enforcing brand policies. 
2 2.67 4.67 
6. Develop current team by 
providing feedback on tasks along 
with recognition. 
2 3 5 
7. Facilitate change for new and 
current team members through 
communication and best practice 
such as being up to date with policy 
and leadership changes. 
1.67 2.33 4 
8. Promote safety in the workplace 
through training and recognition. 
1.67 2.33 4 
9. Maintain regular attendance 
through flexible work schedules 
(e.g. nights, weekends, holidays, 
extended shifts, etc.) 
1.33 3 4.33
8 
10. Conduct morning meetings with 
team and supervisor to discuss 
plans, performance, recognition, etc. 
1 3 4 
11. Seek personal feedback in order 
to constantly refine strengths and 
bolster weaknesses as a leader. 
1.33 2.33 3.66 
12. Provide others with feedback in 
order to give insight into best 
practices of others. 
1.33 2.33 3.66 
13. Collaborate with team to 
identify best practices and illustrate 
expectations of tasks. 
1.33 2.33 3.66 
14. Facilitate monthly meetings to 
review sales, areas of improvement 
for the team and store as a whole, 
discuss upcoming events (e.g. 
holidays), etc. 
1.67 2.33 4 
15. Create a balanced weekly 
schedule by incorporating the needs 
of the store in relation to the 
availability of each team member. 
2 3 5 
16. Take leadership courses and 
constantly remain current on 
different company expectations and 
standards to facilitate professional 
development. 
1 1.67 2.67 
17. Instruct and support team when 
dealing with difficult sales 
transactions or returns to bolster 
team performance and insure 
positive guest experience. 
1.67 2.67 4.34 
18. Monitor inventory on the sales 
floor and ensure that all 
merchandise is replenished once 
inventory is low. 
2 3 5 
19. Serve as a leader who 
recognizes store goals and delegate 
appropriately to ensure the tasks 
will be completed effectively. 
2 3 5 
20. Confirm that the team follows 
food standards such as product 
rotation and elimination of expired 
or damaged products to guarantee 
food freshness for guests. 
1.33 2.33 3.66 
21. Provide training and feedback to 
colleagues and subordinates in order 
1.67 2.33 4
9 
to reinforce best practices.
Table 2 – Data Analysis of Knowledge Statements 
10 
Description 
Knowledge 
MI MF CR 
1. Utilize knowledge of business or 
leadership received during the 
completion of college or equivalent 
experience. 
1.33 2 3.33 
2. Possess the knowledge of 
different types of merchandise and 
the principles, and methods for 
presenting, endorsing, and selling 
products. 
1 2 3 
3. Understanding the principles of 
business and management in order to 
promote different marketing 
strategies, leadership techniques, 
human resource modeling, etc. 
2 3 5 
4. Knowledge of principles and 
procedures for recruiting potential 
talent and personnel training 
1.33 2.67 4 
5. Knowledge of different legal 
issues such as employee compliance 
(taking breaks at the right time) 
2 3 5 
6. Knowledge of jargon used in store 
such as brand, FIFO (first in, first 
out), best practice, etc. 
1.67 3 4.67 
7. Knowledge of food safety 
standards to safeguard the health of 
guests and team members. 
1.67 2.67 4.34
11 
Table 3 – Data Analysis of Skill Statements 
Description 
Skills 
MI 
MF 
CR 
1. Be aware of different reactions 
from guests and team members and 
be able to understand why they are 
reacting in that manner. 
1.33 2.33 3.66 
2. Manage individual time 
effectively and the time of other 
subordinates. 
1.67 3 3.67 
3. Identify complex problems and 
use existing information to develop 
and evaluate options and implement 
solutions. 
1.33 3 4.33 
4. Use technology and different 
types of software to make daily tasks 
easier and more efficient. 
1.67 2.67 4.34 
5. Possess coordination skills to 
balance different projects at the same 
time/multitask. 
1.67 2.67 4.34 
6. Motivating individuals by 
knowing their work style and their 
interests. 
1.33 2.67 4 
7. Facilitate instruction and training 
based on the interests and abilities of 
the team. 
1 2.33 3.33
12 
Table 4 – Data Analysis of Ability Statements 
Description 
Abilities 
MI MF 
CR 
1. Ability to use mathematical 
reasoning and choose the right 
mathematical methods to 
solve a problem. 
0.67 1.33 2 
2. Ability to listen to and 
understand information and 
ideas presented through oral 
comprehension. 
2 3 5 
3. Ability to speak clearly and 
communicate information and 
ideas with others in a way that 
they understand. 
2 3 5 
4. Ability to know when 
something is wrong or 
recognizing a situation that 
has the potential to generate a 
problem. 
2 3 5 
5. Ability to adapt to constant 
changes in work environment 
such as changes in team, 
policy, management, morale, 
etc. 
2 3 5 
6. Ability to climb and 
descend from ladders carrying 
merchandise. 
1 2 3 
7. Have the physical 
capabilities of lifting up to 
forty pounds. 
1.67 2 3.67
13 
Task and KSA Linkage Procedure 
The job analyst linked the essential tasks of the retail manager classification with the 
important KSAs required to perform those essential tasks. For this linkage process, the job 
analyst used the following rating scale: 0= No Relationship. This KSA is not needed to perform 
this task or 1= Relationship. This KSA is needed to perform this task. The table below shows the 
task/KSA linkage results. The linkage table is important because it contains the KSAs that a 
perspective retail manager or current incumbent will need to be a high performer on the job.
KSA Statements 
14 
Tasks with a 
relationship to 
this KSA 
1. Utilize knowledge of business or leadership received during the 
completion of college or equivalent experience. 
2, 7, 16, 19 
2. Possess the knowledge of different types of merchandise and the 
principles, and methods for presenting, endorsing, and selling 
products. 
4, 18, 20 
3. Understanding the principles of business and management in order to 
promote different marketing strategies, leadership techniques, human 
resource modeling, etc. 
2, 3, 4, 7, 10, 11, 
12, 13, 14, 15, 
16, 17, 19, 21 
4. Knowledge of principles and procedures for recruiting potential talent 
and personnel training. 
2, 6, 7, 8, 12, 17, 
21 
5. Knowledge of different legal issues such as employee compliance 
(taking breaks at the right time). 
2, 7, 8, 16 
6. Knowledge of jargon used in store such as brand, FIFO (first in, first 
out), best practice, etc. 
5, 20, 21 
7. Knowledge of food safety standards to safeguard the health of guests 
and team members. 
1, 4, 5, 8, 20 
8. Be aware of different reactions from guests and team members and be 
able to understand why they are reacting in that manner. 
1, 2, 5, 6, 7, 8, 
12, 17, 21 
9. Manage individual time effectively and the time of other 
subordinates. 
9, 10, 19, 21 
10. Identify complex problems and use existing information to develop 
and evaluate options and implement solutions. 
1, 2, 3, 7, 17, 19,
11. Use technology and different types of software to make daily tasks 
15 
easier and more efficient. 
2, 3, 14, 15, 16 
12. Possess coordination skills to balance different projects at the same 
time/multitask. 
1, 2, 3, 15 
13. Motivating individuals by knowing their work style and their 
interests. 
2, 6, 7, 12, 13, 21 
14. Facilitate instruction and training based on the interests and abilities 
of the team. 
6, 7, 12, 13, 17, 
21 
15. Ability to use mathematical reasoning and choose the right 
mathematical methods to solve a problem. 
3, 14, 15, 17 
16. Ability to listen to and understand information and ideas presented 
through oral comprehension. 
1, 10, 11, 13, 14 
17. Ability to speak clearly and communicate information and ideas with 
others in a way that they understand. 
1, 2, 6, 7, 8, 10, 
12, 13, 14, 17, 
19, 21 
18. Ability to know when something is wrong or recognizing a situation 
that has the potential to generate a problem. 
1, 2, 3, 4, 5, 6, 7, 
8, 12, 13, 14, 17, 
18, 19, 20, 21 
19. Ability to adapt to constant changes in work environment such as 
changes in team, policy, management, morale, etc. 
2, 10, 11, 14, 16, 
19, 21 
20. Ability to climb and descend from ladders carrying merchandise. 
5, 8, 13, 18 
21. Have the physical capabilities of lifting up to forty pounds. 
5, 8, 13, 18
16 
Summary of Results 
Based on the results from the linkage process, the critical tasks from the job analysis 
questionnaire were linked to the critical KSAs. Listed below are the KSAs related to each 
essential task. 
 Convey marvelous moments with customers by responding to customer issues and 
grievances to facilitate customer satisfaction: Knowledge of food safety standards to 
safeguard the health of guests and team members, be aware of different reactions from 
guests and team members and be able to understand why they are reacting in that manner, 
identify complex problems and use existing information to develop and evaluate options 
and implement solutions, possess coordination skills to balance different projects at the 
same time/multitask, ability to listen to and understand information and ideas presented 
through oral comprehension, ability to speak clearly and communicate information and 
ideas with others in a way that they understand, and ability to know when something is 
wrong or recognizing a situation that has the potential to generate a problem. 
 Make decisions on the hiring, training, and evaluation aspects of team members and 
in some cases, promoting and firing when required: Utilize knowledge of business or 
leadership received during the completion of college or equivalent experience, 
understanding the principles of business and management in order to promote different 
marketing strategies, leadership techniques, human resource modeling, etc., knowledge of 
principles and procedures for recruiting potential talent and personnel training, 
knowledge of different legal issues such as employee compliance (taking breaks at the 
right time), be aware of different reactions from guests and team members and be able to 
understand why they are reacting in that manner, identify complex problems and use 
existing information to develop and evaluate options and implement solutions, use 
technology and different types of software to make daily tasks easier and more efficient, 
possess coordination skills to balance different projects at the same time/multitask, 
motivating individuals by knowing their work style and their interests, ability to speak 
clearly and communicate information and ideas with others in a way that they understand, 
ability to know when something is wrong or recognizing a situation that has the potential 
to generate a problem, and ability to adapt to constant changes in work environment such 
as changes in team, policy, management, morale, etc. 
 Use appropriate tools and authorizations to meet financial obligations such as 
budgets, team member schedules, etc.: Understanding the principles of business and 
management in order to promote different marketing strategies, leadership techniques, 
human resource modeling, etc., identify complex problems and use existing information 
to develop and evaluate options and implement solutions, use technology and different
types of software to make daily tasks easier and more efficient, possess coordination 
skills to balance different projects at the same time/multitask, ability to use mathematical 
reasoning and choose the right mathematical methods to solve a problem, and ability to 
know when something is wrong or recognizing a situation that has the potential to 
generate a problem. 
 Examine and ensure team accountability for correct display, signing, and pricing of 
merchandise: Possess the knowledge of different types of merchandise and the 
principles, and methods for presenting, endorsing, and selling products, understanding the 
principles of business and management in order to promote different marketing strategies, 
leadership techniques, human resource modeling, etc., knowledge of food safety 
standards to safeguard the health of guests and team members, and ability to know when 
something is wrong or recognizing a situation that has the potential to generate a 
problem. 
 Hold team accountable for maintaining brand standards such as cleanliness, 
organization, and adequate work environments by enforcing brand policies: 
Knowledge of jargon used in store such as brand, FIFO (first in, first out), best practice, 
etc., knowledge of food safety standards to safeguard the health of guests and team 
members, be aware of different reactions from guests and team members and be able to 
understand why they are reacting in that manner, ability to know when something is 
wrong or recognizing a situation that has the potential to generate a problem, ability to 
climb and descend from ladders carrying merchandise, and have the physical capabilities 
of lifting up to forty pounds. 
 Develop current team by providing feedback on tasks along with recognition: 
Knowledge of principles and procedures for recruiting potential talent and personnel 
training, be aware of different reactions from guests and team members and be able to 
understand why they are reacting in that manner, motivating individuals by knowing their 
work style and their interests, facilitate instruction and training based on the interests and 
abilities of the team, ability to speak clearly and communicate information and ideas with 
others in a way that they understand, and ability to know when something is wrong or 
recognizing a situation that has the potential to generate a problem. 
 Facilitate change for new and current team members through communication and 
best practice such as being up to date with policy and leadership changes: Utilize 
knowledge of business or leadership received during the completion of college or 
equivalent experience, understanding the principles of business and management in order 
to promote different marketing strategies, leadership techniques, human resource 
modeling, etc., knowledge of principles and procedures for recruiting potential talent and 
personnel training, be aware of different reactions from guests and team members and be 
able to understand why they are reacting in that manner, identify complex problems and 
17
use existing information to develop and evaluate options and implement solutions, 
motivating individuals by knowing their work style and their interests, facilitate 
instruction and training based on the interests and abilities of the team, ability to speak 
clearly and communicate information and ideas with others in a way that they understand, 
ability to know when something is wrong or recognizing a situation that has the potential 
to generate a problem, 
 Promote safety in the workplace through training and recognition: Knowledge of 
principles and procedures for recruiting potential talent and personnel training, 
knowledge of different legal issues such as employee compliance (taking breaks at the 
right time), knowledge of food safety standards to safeguard the health of guests and 
team members, be aware of different reactions from guests and team members and be 
able to understand why they are reacting in that manner, ability to speak clearly and 
communicate information and ideas with others in a way that they understand, ability to 
know when something is wrong or recognizing a situation that has the potential to 
generate a problem, ability to climb and descend from ladders carrying merchandise, and 
have the physical capabilities of lifting up to forty pounds. 
 Maintain regular attendance through flexible work schedules (e.g. nights, weekends, 
holidays, extended shifts, etc.): Manage individual time effectively and the time of other 
subordinates. 
 Conduct morning meetings with team and supervisor to discuss plans, performance, 
recognition, etc.: Understanding the principles of business and management in order to 
promote different marketing strategies, leadership techniques, human resource modeling, 
etc., manage individual time effectively and the time of other subordinates, ability to 
listen to and understand information and ideas presented through oral comprehension, 
ability to speak clearly and communicate information and ideas with others in a way that 
they understand, and ability to adapt to constant changes in work environment such as 
changes in team, policy, management, morale, etc. 
 Seek personal feedback in order to constantly refine strengths and bolster 
weaknesses as a leader: Understanding the principles of business and management in 
order to promote different marketing strategies, leadership techniques, human resource 
modeling, etc., ability to listen to and understand information and ideas presented through 
oral comprehension, and ability to adapt to constant changes in work environment such as 
changes in team, policy, management, morale, etc. 
 Provide others with feedback in order to give insight into best practices of others: 
Understanding the principles of business and management in order to promote different 
marketing strategies, leadership techniques, human resource modeling, etc., knowledge of 
principles and procedures for recruiting potential talent and personnel training, be aware 
of different reactions from guests and team members and be able to understand why they 
are reacting in that manner, motivating individuals by knowing their work style and their 
interests, facilitate instruction and training based on the interests and abilities of the team, 
ability to speak clearly and communicate information and ideas with others in a way that 
18
they understand, and ability to know when something is wrong or recognizing a situation 
that has the potential to generate a problem. 
 Collaborate with team to identify best practices and illustrate expectations of tasks: 
Understanding the principles of business and management in order to promote different 
marketing strategies, leadership techniques, human resource modeling, etc., motivating 
individuals by knowing their work style and their interests, facilitate instruction and 
training based on the interests and abilities of the team, ability to listen to and understand 
information and ideas presented through oral comprehension, ability to speak clearly and 
communicate information and ideas with others in a way that they understand, ability to 
know when something is wrong or recognizing a situation that has the potential to 
generate a problem, ability to climb and descend from ladders carrying merchandise, and 
have the physical capabilities of lifting up to forty pounds. 
 Facilitate monthly meetings to review sales, areas of improvement for the team and 
store as a whole, discuss upcoming events (e.g. holidays), etc.: Understanding the 
principles of business and management in order to promote different marketing strategies, 
leadership techniques, human resource modeling, etc., use technology and different types 
of software to make daily tasks easier and more efficient, ability to use mathematical 
reasoning and choose the right mathematical methods to solve a problem, ability to listen 
to and understand information and ideas presented through oral comprehension, ability to 
speak clearly and communicate information and ideas with others in a way that they 
understand, ability to know when something is wrong or recognizing a situation that has 
the potential to generate a problem, and ability to adapt to constant changes in work 
environment such as changes in team, policy, management, morale, etc. 
 Create a balanced weekly schedule by incorporating the needs of the store in 
relation to the availability of each team member: Understanding the principles of 
business and management in order to promote different marketing strategies, leadership 
techniques, human resource modeling, etc., use technology and different types of 
software to make daily tasks easier and more efficient, possess coordination skills to 
balance different projects at the same time/multitask, and ability to use mathematical 
reasoning and choose the right mathematical methods to solve a problem. 
 Take leadership courses and constantly remain current on different company 
expectations and standards to facilitate professional development: Utilize knowledge 
of business or leadership received during the completion of college or equivalent 
experience, understanding the principles of business and management in order to promote 
different marketing strategies, leadership techniques, human resource modeling, etc., 
knowledge of different legal issues such as employee compliance (taking breaks at the 
right time), use technology and different types of software to make daily tasks easier and 
more efficient, and ability to adapt to constant changes in work environment such as 
changes in team, policy, management, morale, etc. 
19
 Instruct and support team when dealing with difficult sales transactions or returns 
to bolster team performance and insure positive guest experience: Understanding the 
principles of business and management in order to promote different marketing strategies, 
leadership techniques, human resource modeling, etc., knowledge of principles and 
procedures for recruiting potential talent and personnel training, be aware of different 
reactions from guests and team members and be able to understand why they are reacting 
in that manner, identify complex problems and use existing information to develop and 
evaluate options and implement solutions, facilitate instruction and training based on the 
interests and abilities of the team, ability to use mathematical reasoning and choose the 
right mathematical methods to solve a problem, ability to speak clearly and communicate 
information and ideas with others in a way that they understand, and ability to know 
when something is wrong or recognizing a situation that has the potential to generate a 
problem. 
 Monitor inventory on the sales floor and ensure that all merchandise is replenished 
once inventory is low: Possess the knowledge of different types of merchandise and the 
principles, and methods for presenting, endorsing, and selling products, ability to know 
when something is wrong or recognizing a situation that has the potential to generate a 
problem, ability to climb and descend from ladders carrying merchandise, and have the 
physical capabilities of lifting up to forty pounds. 
 Serve as a leader who recognizes store goals and delegate appropriately to ensure 
the tasks will be completed effectively: Utilize knowledge of business or leadership 
received during the completion of college or equivalent experience, understanding the 
principles of business and management in order to promote different marketing strategies, 
leadership techniques, human resource modeling, etc., manage individual time effectively 
and the time of other subordinates, identify complex problems and use existing 
information to develop and evaluate options and implement solutions, ability to speak 
clearly and communicate information and ideas with others in a way that they understand, 
ability to know when something is wrong or recognizing a situation that has the potential 
to generate a problem, and ability to adapt to constant changes in work environment such 
as changes in team, policy, management, morale, etc. 
 Confirm that the team follows food standards such as product rotation and 
elimination of expired or damaged products to guarantee food freshness for guests: 
Possess the knowledge of different types of merchandise and the principles, and methods 
for presenting, endorsing, and selling products, knowledge of jargon used in store such as 
brand, FIFO (first in, first out), best practice, etc., knowledge of food safety standards to 
safeguard the health of guests and team members, and ability to know when something is 
wrong or recognizing a situation that has the potential to generate a problem. 
 Provide training and feedback to colleagues and subordinates in order to reinforce 
best practices: Understanding the principles of business and management in order to 
promote different marketing strategies, leadership techniques, human resource modeling, 
etc., knowledge of principles and procedures for recruiting potential talent and personnel 
training, knowledge of jargon used in store such as brand, FIFO (first in, first out), best 
20
practice, etc., be aware of different reactions from guests and team members and be able 
to understand why they are reacting in that manner, manage individual time effectively 
and the time of other subordinates, motivating individuals by knowing their work style 
and their interests, facilitate instruction and training based on the interests and abilities of 
the team, ability to speak clearly and communicate information and ideas with others in a 
way that they understand, ability to know when something is wrong or recognizing a 
situation that has the potential to generate a problem, and ability to adapt to constant 
changes in work environment such as changes in team, policy, management, morale, etc. 
The job description included the essential tasks and KSAs used in this linkage exercise. 
21
22 
Job Description 
Job Title: Retail Manager 
General summary of responsibilities: Facilitate, manage, and enhance team performance 
through praise and recognition. Provide and except feedback from others in order to enhance best 
practices. Hire, fire, and promote team to enhance a positive team culture and work environment. 
Resolve any disputes with team members and guests to provide an ultimate experience. Hold the 
team accountable for their actions while promoting safety and balancing the needs of the team. 
Be flexible and adaptable to new technologies, challenges, and policies that can impact work 
environment or core roles. 
Tasks: 
 Convey marvelous moments with customers by responding to customer issues and 
grievances to facilitate customer satisfaction. 
 Make decisions on the hiring, training, and evaluation aspects of team members and in 
some cases, promoting and firing when required. 
 Use appropriate tools and authorizations to meet financial obligations such as budgets, 
team member schedules, etc. 
 Examine and ensure team accountability for correct display, signing, and pricing of 
merchandise. 
 Hold team accountable for maintaining brand standards such as cleanliness, organization, 
and adequate work environments by enforcing brand policies. 
 Develop current team by providing feedback on tasks along with recognition. 
 Facilitate change for new and current team members through communication and best 
practice such as being up to date with policy and leadership changes. 
 Promote safety in the workplace through training and recognition. 
 Maintain regular attendance through flexible work schedules (e.g. nights, weekends, 
holidays, extended shifts, etc.). 
 Conduct morning meetings with team and supervisor to discuss plans, performance, 
recognition, etc. 
 Seek personal feedback in order to constantly refine strengths and bolster weaknesses as 
a leader. 
 Provide others with feedback in order to give insight into best practices of others. 
 Collaborate with team to identify best practices and illustrate expectations of tasks. 
 Facilitate monthly meetings to review sales, areas of improvement for the team and store 
as a whole, discuss upcoming events (e.g. holidays), etc. 
 Create a balanced weekly schedule by incorporating the needs of the store in relation to 
the availability of each team member. 
 Take leadership courses and constantly remain current on different company expectations 
and standards to facilitate professional development. 
 Instruct and support team when dealing with difficult sales transactions or returns to 
bolster team performance and insure positive guest experience.
 Monitor inventory on the sales floor and ensure that all merchandise is replenished once 
23 
inventory is low. 
 Serve as a leader who recognizes store goals and delegate appropriately to ensure the 
tasks will be completed effectively. 
 Confirm that the team follows food standards such as product rotation and elimination of 
expired or damaged products to guarantee food freshness for guests. 
 Provide training and feedback to colleagues and subordinates in order to reinforce best 
practices. 
Knowledge: 
 Utilize knowledge of business or leadership received during the completion of college or 
equivalent experience. 
 Possess the knowledge of different types of merchandise and the principles, and methods 
for presenting, endorsing, and selling products. 
 Understanding the principles of business and management in order to promote different 
marketing strategies, leadership techniques, human resource modeling, etc. 
 Knowledge of principles and procedures for recruiting potential talent and personnel 
training. 
 Knowledge of different legal issues such as employee compliance (taking breaks at the 
right time). 
 Knowledge of jargon used in store such as brand, FIFO (first in, first out), best practice, 
etc. 
 Knowledge of food safety standards to safeguard the health of guests and team members. 
Skills: 
 Be aware of different reactions from guests and team members and be able to understand 
why they are reacting in that manner. 
 Manage individual time effectively and the time of other subordinates. 
 Identify complex problems and use existing information to develop and evaluate options 
and implement solutions. 
 Use technology and different types of software to make daily tasks easier and more 
efficient. 
 Possess coordination skills to balance different projects at the same time/multitask. 
 Motivating individuals by knowing their work style and their interests. 
 Facilitate instruction and training based on the interests and abilities of the team. 
Abilities: 
 Ability to use mathematical reasoning and choose the right mathematical methods to 
solve a problem. 
 Ability to listen to and understand information and ideas presented through oral 
comprehension.
 Ability to speak clearly and communicate information and ideas with others in a way that 
24 
they understand. 
 Ability to know when something is wrong or recognizing a situation that has the potential 
to generate a problem. 
 Ability to adapt to constant changes in work environment such as changes in team, 
policy, management, morale, etc. 
 Ability to climb and descend from ladders carrying merchandise. 
 Have the physical capabilities of lifting up to forty pounds. 
Qualifications: 
 Must have at least a bachelor’s degree. 
Experience: 
 Previous knowledge, skills, or work-related experience is not required but highly 
recommended.
References: 
O*NET OnLine. (2010). First-Line Supervisors of Retail Sales Workers. Retrieved from 
http://www.onetonline.org/link/summary/41-1011.00 on 10/14/2014 
25
Appendix A 
O*NET First-Line Supervisors of Retail Sales Workers Summary Report 
Summary Report for: 41-1011.00 - First-Line Supervisors of Retail Sales Workers 
Directly supervise and coordinate activities of retail sales workers in an establishment or 
department. Duties may include management functions, such as purchasing, budgeting, 
accounting, and personnel work, in addition to supervisory duties. 
Sample of reported job titles: Manager, Store Manager, Assistant Manager, Department 
Manager, Shift Manager, Meat Department Manager, Assistant Store Manager, Office Manager, 
Bakery Manager, Deli Manager 
26 
Tasks 
 Provide customer service by greeting and assisting customers, and responding to 
customer inquiries and complaints. 
 Direct and supervise employees engaged in sales, inventory-taking, reconciling cash 
receipts, or in performing services for customers. 
 Monitor sales activities to ensure that customers receive satisfactory service and quality 
goods. 
 Inventory stock and reorder when inventory drops to a specified level. 
 Instruct staff on how to handle difficult and complicated sales. 
 Hire, train, and evaluate personnel in sales or marketing establishments, promoting or 
firing workers when appropriate. 
 Assign employees to specific duties. 
 Enforce safety, health, and security rules. 
 Examine merchandise to ensure that it is correctly priced and displayed and that it 
functions as advertised. 
 Plan budgets and authorize payments and merchandise returns. 
Knowledge 
 Customer and Personal Service — Knowledge of principles and processes for 
providing customer and personal services. This includes customer needs assessment, 
meeting quality standards for services, and evaluation of customer satisfaction. 
 Sales and Marketing — Knowledge of principles and methods for showing, promoting, 
and selling products or services. This includes marketing strategy and tactics, product 
demonstration, sales techniques, and sales control systems. 
 Administration and Management — Knowledge of business and management 
principles involved in strategic planning, resource allocation, human resources modeling, 
leadership technique, production methods, and coordination of people and resources. 
 English Language — Knowledge of the structure and content of the English language 
including the meaning and spelling of words, rules of composition, and grammar. 
 Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and 
their applications.
 Education and Training — Knowledge of principles and methods for curriculum and 
training design, teaching and instruction for individuals and groups, and the measurement 
of training effects. 
 Personnel and Human Resources — Knowledge of principles and procedures for 
personnel recruitment, selection, training, compensation and benefits, labor relations and 
negotiation, and personnel information systems. 
27 
Skills 
 Active Listening — Giving full attention to what other people are saying, taking time to 
understand the points being made, asking questions as appropriate, and not interrupting at 
inappropriate times. 
 Coordination — Adjusting actions in relation to others' actions. 
 Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses 
of alternative solutions, conclusions or approaches to problems. 
 Monitoring — Monitoring/Assessing performance of yourself, other individuals, or 
organizations to make improvements or take corrective action. 
 Service Orientation — Actively looking for ways to help people. 
 Speaking — Talking to others to convey information effectively. 
 Management of Personnel Resources — Motivating, developing, and directing people 
as they work, identifying the best people for the job. 
 Social Perceptiveness — Being aware of others' reactions and understanding why they 
react as they do. 
 Time Management — Managing one's own time and the time of others. 
 Complex Problem Solving — Identifying complex problems and reviewing related 
information to develop and evaluate options and implement solutions. 
Abilities 
 Oral Comprehension — The ability to listen to and understand information and ideas 
presented through spoken words and sentences. 
 Oral Expression — The ability to communicate information and ideas in speaking so 
others will understand. 
 Speech Clarity — The ability to speak clearly so others can understand you. 
 Speech Recognition — The ability to identify and understand the speech of another 
person. 
 Problem Sensitivity — The ability to tell when something is wrong or is likely to go 
wrong. It does not involve solving the problem, only recognizing there is a problem. 
 Deductive Reasoning — The ability to apply general rules to specific problems to 
produce answers that make sense. 
 Category Flexibility — The ability to generate or use different sets of rules for 
combining or grouping things in different ways. 
 Information Ordering — The ability to arrange things or actions in a certain order or 
pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, 
words, pictures, mathematical operations).
 Mathematical Reasoning — The ability to choose the right mathematical methods or 
28 
formulas to solve a problem. 
 Near Vision — The ability to see details at close range (within a few feet of the 
observer).
Appendix B (ETL) Common Core Roles 
Executive Team Leader Common Core Roles 
29 
Be Your Best Self 
 Be respectful and act with integrity. 
 Be Fast, Fun and Friendly. 
 Be accountable and continuously improve. 
 Be Your Best Self. 
 Perform leader on duty (LOD) duties; ensuring the entire team is productive and the store 
is meeting brand. 
 Walk the sales floor daily to set daily goals and expectations, coach and follow up with 
the team to ensure the goals and expectations are satisfied; quickly identify and 
implement solutions to any in-stock, presentation, pricing, signing or safety issues. 
 Champion personal leadership development using company tools and programs; actively 
seek feedback from team, peers and leader. 
 Interpret corporate communication, and provide clear direction to others. 
 Effectively execute and lead the team through new initiatives and change. 
 Actively participate in Talent and Culture meetings. 
 Deliver amazing moments for team members and guests. 
 Serve as a leader by strategically thinking about how to develop and accomplish goals, 
and properly delegate to team members the tasks necessary to implement those goals. 
 Ensure team members comply with established dress guidelines, including name badge. 
 Hold team members accountable for completing position training, conduct follow-up and 
assess training progress of new team members. 
 Complete additional duties as needed or required. 
Health Team Culture 
 Plan for the right person, right place, right time. 
 Develop a talented team with a winning spirit. 
 Foster an inclusive, diverse and save culture. 
 Create an environment of openness, trust and recognition. 
 Assess and select top talent at the hourly team member and team leader level by 
interviewing new candidates for hire and current team members for promotion, and make 
decisions about whom to hire. 
 Actively participate in the performance management process, which includes 
recognizing, coaching, providing meaningful feedback, writing and delivering 
performance reviews and writing and delivering counseling and corrective actions. 
 Follow up a d take action on team commitments. 
 Analyze schedules to ensure proper staffing levels that meet business needs. 
 Develop business leaders using impactful talent management tools, including, not limited 
to, leadership expectations, leadership status, GAPs, etc. 
 Ensure team members and team leaders are provided all required duty-free meal periods 
and rest breaks. 
 Lead a compliance culture that mitigates financial and legal risk; focus on compliance, 
integrity, and safety.
 Drive a safe and secure culture focused on incident and injury prevention; encourages 
save behaviors through coaching and recognition, and by identifying, reporting and 
responding to all safety concerns and trends in a timely manner. 
 Contribute to a respectful Fast, Fun and Friendly atmosphere for all team members by 
placing importance on everyday moments with the team. 
 Evaluate performance results, and develop and implement action plans to achieve 
performance goals; hold team leaders accountable to do the same. 
30 
Drive Profitable Sales 
 Put the guest first. 
 Build a sales culture. 
 Superior execution through best practices. 
 Deliver on financial goals. 
 Lead a culture of sales and expense financial accountability. 
 Proactively leverage tools, reports and processes to meet or beat payroll goals. 
 Demonstrate awareness, engagement and accountability for gross margin. 
 Actively demonstrate and recognize the Vibe model: Engage+ Educate+ Sell to drive 
sales and guest loyalty. 
 Model, coach and recognize Vibe service behaviors leveraging Vibe tools and routines. 
 Use all avenues to close the sale (e.g., Target.com, Target app and Flexible Fulfillment). 
 Appropriately prioritize and drive continuous improvement in the areas of the profit 
formula to impact total store profitability and company Earnings Before Interest and 
Taxes (EBIT). 
 Support the shortage-awareness culture; understand how operational procedures impact 
profitability; avoid shortcuts; promote theft and fraud prevention through guest service. 
 Drive complete, timely and quality merchandising transactions. 
 Supervise and coach the team to ensure excellent in-stocks with minimal outs. 
 Hold the team accountable for accurate pricing and current signing. 
 Ensure the interior and exterior of the store are neat, safe, clean and is comfortable and 
well lit; maintain offstage brand. 
 Educate the team on how amazing moments drive profitability. 
 Empower the team to make it right for the guest to drive guest loyalty. 
 Place importance on each guest interaction. 
 Understand and connect how everyday tasks and daily leadership are connected to guest 
satisfaction. 
 Ensure team follows food freshness standards, product rotation (FIFO), no expired 
products, remove dented or damaged product, properly handle temperature-sensitive food 
items and ensure cleanliness to prevent pest infestation when handling food items. 
 Lead your team to incorporate digital routines into store culture, champion new 
technology and processes to drive sales. 
Food/Sales Floor/Front End Common Role 
 Continually inspect the freshness and quality of products on the sales floor and in the 
backroom.
 Ensure that team follows proper product rotation procedures, including immediately 
removing and marking outdated or poor-quality items that do not meet our high 
standards. 
 Ensure the team is responding quickly to cleanliness and freshness issues; verify freezers 
and coolers are neat, organized and clean. 
 Ensure all processes and new rollouts are executed by the team to guarantee brand 
31 
consistency. 
 Analyze and use financial data to assess area; develop and implement action plans when 
necessary. 
 Ensure team members understand and execute the functions in their core roles by using 
proper processes to complete their daily tasks. 
 Lead teams to keep backrooms, receiving dock and sales floor organized, clean and free 
of clutter.
Appendix C 
Job Analysis Interview Questions 
INTERVIEW QUESTIONNAIRE 
JOB ANALYSIS 
Name: ________________________________________________________ 
Job Title: ________________________________________________________ 
How Long in this Role: _____________________________ 
32 
 Introduction 
 Reason for interview 
 Explain how data will be used 
 Maintain Confidentiality 
1. If you divided your job into major functions, what would they be? What are the 
major job responsibilities? 
_______________________________________________________________ 
_______________________________________________________________ 
2. Describe a typical day on the job from the beginning of the shift to the end. How 
much time do you spend doing each thing? 
__________________________________________________________________ 
__________________________________________________________________ 
__________________________________________________________________ 
3. Are there any activities that do not necessarily happen every day that you consider 
an important part of your job? 
________________________________________________________________________ 
________________________________________________________________________ 
______________________________________________________ 
4. If you broke down the major functions of the job into individual tasks, what 
would they be? 
________________________________________________________________________ 
________________________________________________________________________ 
______________________________________________________ 
5. Who are the other people that you work with on the job? In what ways do you 
interact (Peers, Subordinates, Supervisors) 
o Peers:
33 
o Subordinates: 
o Supervisors: 
6. What are the biggest challenges or problems faced on the job for both new and 
experienced employees? Why are they challenges or problems? 
For new employees: 
_____________________________________________________________________ 
_____________________________________________________________________ 
___________________________________________________ 
For experienced employees: 
_____________________________________________________________________ 
_____________________________________________________________________ 
___________________________________________________ 
7. Think of the best performing person you have seen in this job. What makes this 
person a better performer than an average performer? 
________________________________________________________________________ 
____________________________________________________________ 
_______________________________________________________________ 
8. Think of the worst performing person you have seen in this job. What makes this 
person worse than an average performer? 
_____________________________________________________________________ 
_____________________________________________________________________ 
___________________________________________________ 
9. What kinds of errors or mistakes can someone in this job make? What are the 
consequences? 
_____________________________________________________________________ 
_____________________________________________________________________ 
___________________________________________________ 
10. If you were asked to hire a new person for the job, what would you look for? 
What kind of knowledge, skills, or abilities would be required? 
_____________________________________________________________________ 
_____________________________________________________________________ 
___________________________________________________ 
11. What types of formal/classroom training and on-the-job training do employees in 
this job receive? 
When first hired:
34 
Ongoing (e.g. annual): 
12. Critical incidents (example situations) of exceptionally good or poor performance 
(situation, action, result) 
_____________________________________________________________________ 
_____________________________________________________________________
Appendix D 
Job Analysis Questionnaire 
Retail Manager Job Analysis Questionnaire 
35 
Statement of Informed Consent: 
Your participation in this questionnaire is voluntary. No personal information of any kind will be 
asked for or recorded. The information will be collected for educational purposes only and your 
responses will not have any direct or indirect administrative impact. There are no known or 
foreseeable risks associated with participating. 
Purpose: 
The purpose of this questionnaire is to gather information about the job of a retail manager. 
This information will be used in developing a job specification and description for the job of a 
retail manager. The results will be presented as part of a class project for Advance Industrial 
Psychology (PSY 560) at West Chester University. If you have any questions please contact 
David J. Keyser at DK837506@wcupa.edu. 
There are five parts to this questionnaire. The first four parts include a series of statements 
related to tasks, knowledge, skills, and abilities required to effectively perform the job of a 
retail manager. You will be required to provide ratings of these statements on two dimensions, 
importance and frequency. The fifth part provides open space for written comments on areas that 
you may think of as important but may not have been covered in the questionnaire. This 
questionnaire was constructed such that 20 minutes should be adequate to complete it, but there 
is no time limit. Once complete please return the questionnaire to David J. Keyser at 
DK837506@wcupa.edu or in person during working hours at Target in West Pottsgrove 
Township, PA.
Part I: Instructions 
Please read each of the following statements carefully and indicate your responses in the 
appropriate cells for: 
 Importance of each task statement in performing your job 
 Frequency of doing each task on the job 
36 
Descriptions (Tasks) 
Importance 
0 – Unimportant 
1 – Important 
2 – Essential 
Frequency of Use 
0 – Never Perform 
1 – Rarely Perform 
2 – Occasionally Perform 
3 – Frequently Perform 
Convey marvelous moments with 
customers by responding to 
customer issues and grievances to 
facilitate customer satisfaction. 
Make decisions on the hiring, 
training, and evaluation aspects of 
team members and in some cases, 
promoting and firing when required. 
Use appropriate tools and 
authorizations to meet financial 
obligations such as budgets, team 
member schedules, etc. 
Examine and ensure team 
accountability for correct display, 
signing, and pricing of merchandise. 
Hold team accountable for 
maintaining brand standards such as 
cleanliness, organization, and 
adequate work environments by 
enforcing brand policies. 
Develop current team by providing 
feedback on tasks along with 
recognition. 
Facilitate change for new and 
current team members through 
communication and best practice 
such as being up to date with policy
37 
and leadership changes. 
Promote safety in the workplace 
through training and recognition. 
Maintain regular attendance through 
flexible work schedules (e.g. nights, 
weekends, holidays, extended shifts, 
etc.) 
Conduct morning meetings with 
team and supervisor to discuss 
plans, performance, recognition, etc. 
Seek personal feedback in order to 
constantly refine strengths and 
bolster weaknesses as a leader. 
Provide others with feedback in 
order to give insight into best 
practices of others. 
Collaborate with team to identify 
best practices and illustrate 
expectations of tasks. 
Facilitate monthly meetings to 
review sales, areas of improvement 
for the team and store as a whole, 
discuss upcoming events (e.g. 
holidays), etc. 
Create a balanced weekly schedule 
by incorporating the needs of the 
store in relation to the availability of 
each team member. 
Take leadership courses and 
constantly remain current on 
different company expectations and 
standards to facilitate professional 
development. 
Instruct and support team when 
dealing with difficult sales 
transactions or returns to bolster 
team performance and insure 
positive guest experience. 
Monitor inventory on the sales floor 
and ensure that all merchandise is 
replenished once inventory is low. 
Serve as a leader who recognizes 
store goals and delegate 
appropriately to ensure the tasks
38 
will be completed effectively. 
Confirm that the team follows food 
standards such as product rotation 
and elimination of expired or 
damaged products to guarantee food 
freshness for guests. 
Provide training and feedback to 
colleagues and subordinates in order 
to reinforce best practices.
Part II: Instructions 
Please read each of the following statements carefully and indicate your responses in the 
appropriate cells for: 
 Importance of each knowledge statement in performing your job 
 Frequency of using these content areas on the job 
39 
Description (Knowledge) 
Importance 
0 – Unimportant 
1 – Important 
2 – Essential 
Frequency of Use 
0 – Never Perform 
1 – Rarely Perform 
2 – Occasionally Perform 
3 – Frequently Perform 
Utilize knowledge of business or 
leadership received during the 
completion of college or equivalent 
experience. 
Possess the knowledge of different 
types of merchandise and the 
principles, and methods for 
presenting, endorsing, and selling 
products. 
Understanding the principles of 
business and management in order to 
promote different marketing 
strategies, leadership techniques, 
human resource modeling, etc. 
Knowledge of principles and 
procedures for recruiting potential 
talent and personnel training 
Knowledge of different legal issues 
such as employee compliance 
(taking breaks at the right time) 
Knowledge of jargon used in store 
such as brand, FIFO (first in, first 
out), best practice, etc. 
Knowledge of food safety standards 
to safeguard the health of guests and 
team members.
Part III: Instructions 
Please read each of the following statements carefully and indicate your responses in the 
appropriate cells for: 
 Importance of each skill in performing your job 
 Frequency of using each skill on the job 
40 
Description (Skills) 
Importance 
0 – Unimportant 
1 – Important 
2 – Essential 
Frequency of Use 
0 – Never Perform 
1 – Rarely Perform 
2 – Occasionally Perform 
3 – Frequently Perform 
Be aware of different reactions from 
guests and team members and be 
able to understand why they are 
reacting in that manner. 
Manage individual time effectively 
and the time of other subordinates. 
Identify complex problems and use 
existing information to develop and 
evaluate options and implement 
solutions. 
Use technology and different types 
of software to make daily tasks 
easier and more efficient. 
Possess coordination skills to 
balance different projects at the same 
time/multitask. 
Motivating individuals by knowing 
their work style and their interests. 
Facilitate instruction and training 
based on the interests and abilities of 
the team.
Part IV: Instructions 
Please read each of the following statements carefully and indicate your responses in the 
appropriate cells for: 
 Importance of each ability in performing your job 
 Frequency of using each ability on the job 
41 
Description (Abilities) 
Importance 
0 – Unimportant 
1 – Important 
2 – Essential 
Frequency of Use 
0 – Never Perform 
1 – Rarely Perform 
2 – Occasionally Perform 
3 – Frequently Perform 
Ability to use mathematical 
reasoning and choose the right 
mathematical methods to 
solve a problem. 
Ability to listen to and 
understand information and 
ideas presented through oral 
comprehension. 
Ability to speak clearly and 
communicate information and 
ideas with others in a way that 
they understand. 
Ability to know when 
something is wrong or 
recognizing a situation that 
has the potential to generate a 
problem. 
Ability to adapt to constant 
changes in work environment 
such as changes in team, 
policy, management, morale, 
etc. 
Ability to climb and descend 
from ladders carrying 
merchandise. 
Have the physical capabilities 
of lifting up to forty pounds.
42 
Part V- Instructions 
In the space provided below please indicate in detail any job relevant information that was not 
covered in this questionnaire. 
Thank you for your participation!

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Job Analysis Report

  • 1. Job Analysis Report for the classification of Retail Manager November 2014 David J. Keyser West Chester University
  • 2. Table of Contents Executive Summary…………………………………………………………………………….…2 Introduction to the Job and Context……………………………………………………………….3 Information Gathering…………………………………………………………………………….3 O*NET………………………………………………………………………………………………..………3 ETL Common Core Roles……………………………………………………………………………………3 Subject Matter Experts……………………………………………………………………………….………4 Interviews…………………………………………………………………………………………………….4 Development of the Job Analysis Questionnaire………………………………………………….5 Tasks & KSA Identification & Grouping………………………………………………………...…………..5 Questionnaire Development………………………………………………………………….………………5 Questionnaire Administration……………………………………………………………………..6 Data Analysis……………………………………………………………………………...………6 Computation of Mean Rating and Critical Scores………………………………………………..…………..6 Data Analysis Tables……………………………………………………………………..…………7 Task & KSA Linking Procedure…………………………………………………………….………………13 Linkage Table………………………………………………………………………...……………14 Summary of Results……………………………………………………………………………..…………..15 Job Description…………………………………………………………………………………..21 References…………………………………………………………………………..……………25 Appendix A: O*NET Summary Report………………………………………………………….26 Appendix B: ETL Common Core Roles…………………………………………..……………..29 Appendix C: Job Analysis Interview Questions…………………………………………………32 Appendix D: Job Analysis Questionnaire………………………………………………………..35 1
  • 3. 2 Executive Summary The following job analysis report illustrates the steps involved to identify the important tasks, knowledge, skills and abilities that are necessary to perform the job of a Retail Manager. The O*NET OnLine database and an acquired document explaining the core roles of Executive Team Leads (ETLs) at Target were used to obtain background information on the job of a Retail Manager. Two ETLs at Target were interviewed as subject matter experts (SMEs) while three ETLs were asked to complete a job analysis questionnaire. The SME’s responses to the questionnaire were used to determine the essential tasks, knowledge, skills, and abilities (KSAs) needed to perform the job successfully. The analysis linked these essential tasks of a Retail Manager with the important KSAs required to perform those essential tasks. The report includes both the data analysis of the task and KSA statements rated by the SMEs as well as the resulting job description for a Retail Manager.
  • 4. 3 Introduction to the Job and Context Retail Managers are responsible for ensuring team members work effectively through support and facilitation of daily tasks. They provide team members with recognition and important information regarding safety regulations, upcoming events, and policy changes through a consistently changing work environment. Retail Managers have to constantly adapt to their environment in order to resolve difficult issues regarding customers, team members, and upper management. Retail Managers are responsible for selecting and developing potential talent through hiring, training, and promotion methods to enrich a positive team culture. With that being said, Retail Managers are also responsible for firing individuals who do not perform within company standards. Information Gathering O*NET The O*NET OnLine database was referred to obtain background information on the job of a Retail Manager. The O*NET summary report for retail manager listed the essential tasks and KSAs necessary to successfully perform the job. This summary report was helpful in categorizing the critical tasks and KSAs required for the job and in developing the job analysis questionnaire. The O*NET summary report can be found in Appendix A. ETL Common Core Roles Upon request, information regarding the core roles of the position of Target Executive Team Leader (ETL) was obtained by the job analyst in order to receive even further background
  • 5. information of the job of Retail Manager. The ETL core roles indicated all of the essential duties of this specific type of Retail Manager and were helpful in developing the job analysis questionnaire. The ETL core roles summary can be found in Appendix B. 4 Subject Matter Experts Information regarding the job of retail manager was also gathered from two subject matter experts: Matthew Uhlman and Lydia Johnston. Both of the SMEs are current incumbents who work at the Target in West Pottsgrove Township, Pennsylvania. Both Mr. Uhlman and Ms. Johnston have many years of experience while working in retail. Mr. Uhlman has been an ETL at Target for three years while Ms. Johnston has been an ETL at Target for eight months, but has worked for the company for over eight years. Interviews Individual interviews with both SMEs were conducted to gain a deeper understanding of the job of a retail manager. The SMEs were asked to describe their daily routine and daily expectations on the job, what types of hardships are faced, what the characteristics of the best and worst performing person they have seen in the job, etc. Interview questions can be found in Appendix C. Besides different leadership styles, the SMEs indicated that arguably the most important attribute for a retail manager to have is a positive attitude and the ability to connect with team members, guests, and other leaders. These interview responses were used to develop the job analysis questionnaire.
  • 6. Development of the Job Analysis Questionnaire The job analysis questionnaire was created based on a combination of the information from the O*NET OnLine summary report for retail managers, the ETL Common Core Roles, and the information gathered from interviews of the three SMEs. 5 Task and KSA Grouping The job analysis questionnaire contained five sections. They were 1) Tasks, 2) Knowledge, 3) Skills, and 4) Abilities 5) Open comments. After researching the job of a retail manager on O*NET, ETL Common Core Roles, and conducting interviews with SMEs, task and KSA statements were written. The finalized questionnaire consisted of twenty one task statements, seven knowledge statements, seven skill statements, and seven ability statements. Overall, this questionnaire was a detailed overview of the major tasks and KSAs needed to perform the job of a retail manager. The final job analysis questionnaire can be found in Appendix D. Questionnaire Development The questionnaire was developed in a way that each task and KSA statement was to be rated on two dimensions: importance and frequency by each SME. Importance referred to the importance of the task or KSA in relation to overall success of job performance. Frequency referred to the frequency of performing the task or using the KSA on the job. Separate rating scales were used to measure importance and frequency of use. The importance scale was anchored from 0 = unimportant to 2 = essential and the frequency of use scale was anchored from 0 = never use to 3 = frequently use.
  • 7. 6 Questionnaire Administration The questionnaire was administered to the two SMEs who were interviewed and one additional SME. Data Analysis Computation of Mean Rating and Critical Scores The mean ratings were calculated by finding the average for each of the tasks and KSA statements for both importance and frequency. The combined ratings for each of the tasks and KSA statements were calculated by adding the mean importance and mean frequency of use. The mean importance (MI), mean frequency of use (MF), and combined rating (CR) for each of the tasks and KSA statements are presented in Tables 1- 4 below. The average of each task and KSA statements for mean importance and mean frequency of use had to be at least 0.5 or higher to retain. Statements receiving a mean importance and frequency rating lower than 0.5 were reject. For each task and KSA statement a critical score (combined rating) was computed by adding the mean importance rating to the mean frequency rating. A cutoff score of 2 was set to identify the most critical tasks and KSAs for a retail manager. The reason why a cut score of 2 was used was because it seemed reasonable given the data. Statements with a combined rating less than 2 were rejected and statements with a combined average greater than 2 were retained and placed in the job description. In the current job analysis every task and KSA statement was retained.
  • 8. 7 Table 1 – Data Analysis of Task Statements Descriptions Tasks MI MF CR 1. Convey marvelous moments with customers by responding to customer issues and grievances to facilitate customer satisfaction. 2 2.67 4.67 2. Make decisions on the hiring, training, and evaluation aspects of team members and in some cases, promoting and firing when required. 2 2.33 4.33 3. Use appropriate tools and authorizations to meet financial obligations such as budgets, team member schedules, etc. 2 2.67 4.67 4. Examine and ensure team accountability for correct display, signing, and pricing of merchandise. 1.33 2.67 4 5. Hold team accountable for maintaining brand standards such as cleanliness, organization, and adequate work environments by enforcing brand policies. 2 2.67 4.67 6. Develop current team by providing feedback on tasks along with recognition. 2 3 5 7. Facilitate change for new and current team members through communication and best practice such as being up to date with policy and leadership changes. 1.67 2.33 4 8. Promote safety in the workplace through training and recognition. 1.67 2.33 4 9. Maintain regular attendance through flexible work schedules (e.g. nights, weekends, holidays, extended shifts, etc.) 1.33 3 4.33
  • 9. 8 10. Conduct morning meetings with team and supervisor to discuss plans, performance, recognition, etc. 1 3 4 11. Seek personal feedback in order to constantly refine strengths and bolster weaknesses as a leader. 1.33 2.33 3.66 12. Provide others with feedback in order to give insight into best practices of others. 1.33 2.33 3.66 13. Collaborate with team to identify best practices and illustrate expectations of tasks. 1.33 2.33 3.66 14. Facilitate monthly meetings to review sales, areas of improvement for the team and store as a whole, discuss upcoming events (e.g. holidays), etc. 1.67 2.33 4 15. Create a balanced weekly schedule by incorporating the needs of the store in relation to the availability of each team member. 2 3 5 16. Take leadership courses and constantly remain current on different company expectations and standards to facilitate professional development. 1 1.67 2.67 17. Instruct and support team when dealing with difficult sales transactions or returns to bolster team performance and insure positive guest experience. 1.67 2.67 4.34 18. Monitor inventory on the sales floor and ensure that all merchandise is replenished once inventory is low. 2 3 5 19. Serve as a leader who recognizes store goals and delegate appropriately to ensure the tasks will be completed effectively. 2 3 5 20. Confirm that the team follows food standards such as product rotation and elimination of expired or damaged products to guarantee food freshness for guests. 1.33 2.33 3.66 21. Provide training and feedback to colleagues and subordinates in order 1.67 2.33 4
  • 10. 9 to reinforce best practices.
  • 11. Table 2 – Data Analysis of Knowledge Statements 10 Description Knowledge MI MF CR 1. Utilize knowledge of business or leadership received during the completion of college or equivalent experience. 1.33 2 3.33 2. Possess the knowledge of different types of merchandise and the principles, and methods for presenting, endorsing, and selling products. 1 2 3 3. Understanding the principles of business and management in order to promote different marketing strategies, leadership techniques, human resource modeling, etc. 2 3 5 4. Knowledge of principles and procedures for recruiting potential talent and personnel training 1.33 2.67 4 5. Knowledge of different legal issues such as employee compliance (taking breaks at the right time) 2 3 5 6. Knowledge of jargon used in store such as brand, FIFO (first in, first out), best practice, etc. 1.67 3 4.67 7. Knowledge of food safety standards to safeguard the health of guests and team members. 1.67 2.67 4.34
  • 12. 11 Table 3 – Data Analysis of Skill Statements Description Skills MI MF CR 1. Be aware of different reactions from guests and team members and be able to understand why they are reacting in that manner. 1.33 2.33 3.66 2. Manage individual time effectively and the time of other subordinates. 1.67 3 3.67 3. Identify complex problems and use existing information to develop and evaluate options and implement solutions. 1.33 3 4.33 4. Use technology and different types of software to make daily tasks easier and more efficient. 1.67 2.67 4.34 5. Possess coordination skills to balance different projects at the same time/multitask. 1.67 2.67 4.34 6. Motivating individuals by knowing their work style and their interests. 1.33 2.67 4 7. Facilitate instruction and training based on the interests and abilities of the team. 1 2.33 3.33
  • 13. 12 Table 4 – Data Analysis of Ability Statements Description Abilities MI MF CR 1. Ability to use mathematical reasoning and choose the right mathematical methods to solve a problem. 0.67 1.33 2 2. Ability to listen to and understand information and ideas presented through oral comprehension. 2 3 5 3. Ability to speak clearly and communicate information and ideas with others in a way that they understand. 2 3 5 4. Ability to know when something is wrong or recognizing a situation that has the potential to generate a problem. 2 3 5 5. Ability to adapt to constant changes in work environment such as changes in team, policy, management, morale, etc. 2 3 5 6. Ability to climb and descend from ladders carrying merchandise. 1 2 3 7. Have the physical capabilities of lifting up to forty pounds. 1.67 2 3.67
  • 14. 13 Task and KSA Linkage Procedure The job analyst linked the essential tasks of the retail manager classification with the important KSAs required to perform those essential tasks. For this linkage process, the job analyst used the following rating scale: 0= No Relationship. This KSA is not needed to perform this task or 1= Relationship. This KSA is needed to perform this task. The table below shows the task/KSA linkage results. The linkage table is important because it contains the KSAs that a perspective retail manager or current incumbent will need to be a high performer on the job.
  • 15. KSA Statements 14 Tasks with a relationship to this KSA 1. Utilize knowledge of business or leadership received during the completion of college or equivalent experience. 2, 7, 16, 19 2. Possess the knowledge of different types of merchandise and the principles, and methods for presenting, endorsing, and selling products. 4, 18, 20 3. Understanding the principles of business and management in order to promote different marketing strategies, leadership techniques, human resource modeling, etc. 2, 3, 4, 7, 10, 11, 12, 13, 14, 15, 16, 17, 19, 21 4. Knowledge of principles and procedures for recruiting potential talent and personnel training. 2, 6, 7, 8, 12, 17, 21 5. Knowledge of different legal issues such as employee compliance (taking breaks at the right time). 2, 7, 8, 16 6. Knowledge of jargon used in store such as brand, FIFO (first in, first out), best practice, etc. 5, 20, 21 7. Knowledge of food safety standards to safeguard the health of guests and team members. 1, 4, 5, 8, 20 8. Be aware of different reactions from guests and team members and be able to understand why they are reacting in that manner. 1, 2, 5, 6, 7, 8, 12, 17, 21 9. Manage individual time effectively and the time of other subordinates. 9, 10, 19, 21 10. Identify complex problems and use existing information to develop and evaluate options and implement solutions. 1, 2, 3, 7, 17, 19,
  • 16. 11. Use technology and different types of software to make daily tasks 15 easier and more efficient. 2, 3, 14, 15, 16 12. Possess coordination skills to balance different projects at the same time/multitask. 1, 2, 3, 15 13. Motivating individuals by knowing their work style and their interests. 2, 6, 7, 12, 13, 21 14. Facilitate instruction and training based on the interests and abilities of the team. 6, 7, 12, 13, 17, 21 15. Ability to use mathematical reasoning and choose the right mathematical methods to solve a problem. 3, 14, 15, 17 16. Ability to listen to and understand information and ideas presented through oral comprehension. 1, 10, 11, 13, 14 17. Ability to speak clearly and communicate information and ideas with others in a way that they understand. 1, 2, 6, 7, 8, 10, 12, 13, 14, 17, 19, 21 18. Ability to know when something is wrong or recognizing a situation that has the potential to generate a problem. 1, 2, 3, 4, 5, 6, 7, 8, 12, 13, 14, 17, 18, 19, 20, 21 19. Ability to adapt to constant changes in work environment such as changes in team, policy, management, morale, etc. 2, 10, 11, 14, 16, 19, 21 20. Ability to climb and descend from ladders carrying merchandise. 5, 8, 13, 18 21. Have the physical capabilities of lifting up to forty pounds. 5, 8, 13, 18
  • 17. 16 Summary of Results Based on the results from the linkage process, the critical tasks from the job analysis questionnaire were linked to the critical KSAs. Listed below are the KSAs related to each essential task.  Convey marvelous moments with customers by responding to customer issues and grievances to facilitate customer satisfaction: Knowledge of food safety standards to safeguard the health of guests and team members, be aware of different reactions from guests and team members and be able to understand why they are reacting in that manner, identify complex problems and use existing information to develop and evaluate options and implement solutions, possess coordination skills to balance different projects at the same time/multitask, ability to listen to and understand information and ideas presented through oral comprehension, ability to speak clearly and communicate information and ideas with others in a way that they understand, and ability to know when something is wrong or recognizing a situation that has the potential to generate a problem.  Make decisions on the hiring, training, and evaluation aspects of team members and in some cases, promoting and firing when required: Utilize knowledge of business or leadership received during the completion of college or equivalent experience, understanding the principles of business and management in order to promote different marketing strategies, leadership techniques, human resource modeling, etc., knowledge of principles and procedures for recruiting potential talent and personnel training, knowledge of different legal issues such as employee compliance (taking breaks at the right time), be aware of different reactions from guests and team members and be able to understand why they are reacting in that manner, identify complex problems and use existing information to develop and evaluate options and implement solutions, use technology and different types of software to make daily tasks easier and more efficient, possess coordination skills to balance different projects at the same time/multitask, motivating individuals by knowing their work style and their interests, ability to speak clearly and communicate information and ideas with others in a way that they understand, ability to know when something is wrong or recognizing a situation that has the potential to generate a problem, and ability to adapt to constant changes in work environment such as changes in team, policy, management, morale, etc.  Use appropriate tools and authorizations to meet financial obligations such as budgets, team member schedules, etc.: Understanding the principles of business and management in order to promote different marketing strategies, leadership techniques, human resource modeling, etc., identify complex problems and use existing information to develop and evaluate options and implement solutions, use technology and different
  • 18. types of software to make daily tasks easier and more efficient, possess coordination skills to balance different projects at the same time/multitask, ability to use mathematical reasoning and choose the right mathematical methods to solve a problem, and ability to know when something is wrong or recognizing a situation that has the potential to generate a problem.  Examine and ensure team accountability for correct display, signing, and pricing of merchandise: Possess the knowledge of different types of merchandise and the principles, and methods for presenting, endorsing, and selling products, understanding the principles of business and management in order to promote different marketing strategies, leadership techniques, human resource modeling, etc., knowledge of food safety standards to safeguard the health of guests and team members, and ability to know when something is wrong or recognizing a situation that has the potential to generate a problem.  Hold team accountable for maintaining brand standards such as cleanliness, organization, and adequate work environments by enforcing brand policies: Knowledge of jargon used in store such as brand, FIFO (first in, first out), best practice, etc., knowledge of food safety standards to safeguard the health of guests and team members, be aware of different reactions from guests and team members and be able to understand why they are reacting in that manner, ability to know when something is wrong or recognizing a situation that has the potential to generate a problem, ability to climb and descend from ladders carrying merchandise, and have the physical capabilities of lifting up to forty pounds.  Develop current team by providing feedback on tasks along with recognition: Knowledge of principles and procedures for recruiting potential talent and personnel training, be aware of different reactions from guests and team members and be able to understand why they are reacting in that manner, motivating individuals by knowing their work style and their interests, facilitate instruction and training based on the interests and abilities of the team, ability to speak clearly and communicate information and ideas with others in a way that they understand, and ability to know when something is wrong or recognizing a situation that has the potential to generate a problem.  Facilitate change for new and current team members through communication and best practice such as being up to date with policy and leadership changes: Utilize knowledge of business or leadership received during the completion of college or equivalent experience, understanding the principles of business and management in order to promote different marketing strategies, leadership techniques, human resource modeling, etc., knowledge of principles and procedures for recruiting potential talent and personnel training, be aware of different reactions from guests and team members and be able to understand why they are reacting in that manner, identify complex problems and 17
  • 19. use existing information to develop and evaluate options and implement solutions, motivating individuals by knowing their work style and their interests, facilitate instruction and training based on the interests and abilities of the team, ability to speak clearly and communicate information and ideas with others in a way that they understand, ability to know when something is wrong or recognizing a situation that has the potential to generate a problem,  Promote safety in the workplace through training and recognition: Knowledge of principles and procedures for recruiting potential talent and personnel training, knowledge of different legal issues such as employee compliance (taking breaks at the right time), knowledge of food safety standards to safeguard the health of guests and team members, be aware of different reactions from guests and team members and be able to understand why they are reacting in that manner, ability to speak clearly and communicate information and ideas with others in a way that they understand, ability to know when something is wrong or recognizing a situation that has the potential to generate a problem, ability to climb and descend from ladders carrying merchandise, and have the physical capabilities of lifting up to forty pounds.  Maintain regular attendance through flexible work schedules (e.g. nights, weekends, holidays, extended shifts, etc.): Manage individual time effectively and the time of other subordinates.  Conduct morning meetings with team and supervisor to discuss plans, performance, recognition, etc.: Understanding the principles of business and management in order to promote different marketing strategies, leadership techniques, human resource modeling, etc., manage individual time effectively and the time of other subordinates, ability to listen to and understand information and ideas presented through oral comprehension, ability to speak clearly and communicate information and ideas with others in a way that they understand, and ability to adapt to constant changes in work environment such as changes in team, policy, management, morale, etc.  Seek personal feedback in order to constantly refine strengths and bolster weaknesses as a leader: Understanding the principles of business and management in order to promote different marketing strategies, leadership techniques, human resource modeling, etc., ability to listen to and understand information and ideas presented through oral comprehension, and ability to adapt to constant changes in work environment such as changes in team, policy, management, morale, etc.  Provide others with feedback in order to give insight into best practices of others: Understanding the principles of business and management in order to promote different marketing strategies, leadership techniques, human resource modeling, etc., knowledge of principles and procedures for recruiting potential talent and personnel training, be aware of different reactions from guests and team members and be able to understand why they are reacting in that manner, motivating individuals by knowing their work style and their interests, facilitate instruction and training based on the interests and abilities of the team, ability to speak clearly and communicate information and ideas with others in a way that 18
  • 20. they understand, and ability to know when something is wrong or recognizing a situation that has the potential to generate a problem.  Collaborate with team to identify best practices and illustrate expectations of tasks: Understanding the principles of business and management in order to promote different marketing strategies, leadership techniques, human resource modeling, etc., motivating individuals by knowing their work style and their interests, facilitate instruction and training based on the interests and abilities of the team, ability to listen to and understand information and ideas presented through oral comprehension, ability to speak clearly and communicate information and ideas with others in a way that they understand, ability to know when something is wrong or recognizing a situation that has the potential to generate a problem, ability to climb and descend from ladders carrying merchandise, and have the physical capabilities of lifting up to forty pounds.  Facilitate monthly meetings to review sales, areas of improvement for the team and store as a whole, discuss upcoming events (e.g. holidays), etc.: Understanding the principles of business and management in order to promote different marketing strategies, leadership techniques, human resource modeling, etc., use technology and different types of software to make daily tasks easier and more efficient, ability to use mathematical reasoning and choose the right mathematical methods to solve a problem, ability to listen to and understand information and ideas presented through oral comprehension, ability to speak clearly and communicate information and ideas with others in a way that they understand, ability to know when something is wrong or recognizing a situation that has the potential to generate a problem, and ability to adapt to constant changes in work environment such as changes in team, policy, management, morale, etc.  Create a balanced weekly schedule by incorporating the needs of the store in relation to the availability of each team member: Understanding the principles of business and management in order to promote different marketing strategies, leadership techniques, human resource modeling, etc., use technology and different types of software to make daily tasks easier and more efficient, possess coordination skills to balance different projects at the same time/multitask, and ability to use mathematical reasoning and choose the right mathematical methods to solve a problem.  Take leadership courses and constantly remain current on different company expectations and standards to facilitate professional development: Utilize knowledge of business or leadership received during the completion of college or equivalent experience, understanding the principles of business and management in order to promote different marketing strategies, leadership techniques, human resource modeling, etc., knowledge of different legal issues such as employee compliance (taking breaks at the right time), use technology and different types of software to make daily tasks easier and more efficient, and ability to adapt to constant changes in work environment such as changes in team, policy, management, morale, etc. 19
  • 21.  Instruct and support team when dealing with difficult sales transactions or returns to bolster team performance and insure positive guest experience: Understanding the principles of business and management in order to promote different marketing strategies, leadership techniques, human resource modeling, etc., knowledge of principles and procedures for recruiting potential talent and personnel training, be aware of different reactions from guests and team members and be able to understand why they are reacting in that manner, identify complex problems and use existing information to develop and evaluate options and implement solutions, facilitate instruction and training based on the interests and abilities of the team, ability to use mathematical reasoning and choose the right mathematical methods to solve a problem, ability to speak clearly and communicate information and ideas with others in a way that they understand, and ability to know when something is wrong or recognizing a situation that has the potential to generate a problem.  Monitor inventory on the sales floor and ensure that all merchandise is replenished once inventory is low: Possess the knowledge of different types of merchandise and the principles, and methods for presenting, endorsing, and selling products, ability to know when something is wrong or recognizing a situation that has the potential to generate a problem, ability to climb and descend from ladders carrying merchandise, and have the physical capabilities of lifting up to forty pounds.  Serve as a leader who recognizes store goals and delegate appropriately to ensure the tasks will be completed effectively: Utilize knowledge of business or leadership received during the completion of college or equivalent experience, understanding the principles of business and management in order to promote different marketing strategies, leadership techniques, human resource modeling, etc., manage individual time effectively and the time of other subordinates, identify complex problems and use existing information to develop and evaluate options and implement solutions, ability to speak clearly and communicate information and ideas with others in a way that they understand, ability to know when something is wrong or recognizing a situation that has the potential to generate a problem, and ability to adapt to constant changes in work environment such as changes in team, policy, management, morale, etc.  Confirm that the team follows food standards such as product rotation and elimination of expired or damaged products to guarantee food freshness for guests: Possess the knowledge of different types of merchandise and the principles, and methods for presenting, endorsing, and selling products, knowledge of jargon used in store such as brand, FIFO (first in, first out), best practice, etc., knowledge of food safety standards to safeguard the health of guests and team members, and ability to know when something is wrong or recognizing a situation that has the potential to generate a problem.  Provide training and feedback to colleagues and subordinates in order to reinforce best practices: Understanding the principles of business and management in order to promote different marketing strategies, leadership techniques, human resource modeling, etc., knowledge of principles and procedures for recruiting potential talent and personnel training, knowledge of jargon used in store such as brand, FIFO (first in, first out), best 20
  • 22. practice, etc., be aware of different reactions from guests and team members and be able to understand why they are reacting in that manner, manage individual time effectively and the time of other subordinates, motivating individuals by knowing their work style and their interests, facilitate instruction and training based on the interests and abilities of the team, ability to speak clearly and communicate information and ideas with others in a way that they understand, ability to know when something is wrong or recognizing a situation that has the potential to generate a problem, and ability to adapt to constant changes in work environment such as changes in team, policy, management, morale, etc. The job description included the essential tasks and KSAs used in this linkage exercise. 21
  • 23. 22 Job Description Job Title: Retail Manager General summary of responsibilities: Facilitate, manage, and enhance team performance through praise and recognition. Provide and except feedback from others in order to enhance best practices. Hire, fire, and promote team to enhance a positive team culture and work environment. Resolve any disputes with team members and guests to provide an ultimate experience. Hold the team accountable for their actions while promoting safety and balancing the needs of the team. Be flexible and adaptable to new technologies, challenges, and policies that can impact work environment or core roles. Tasks:  Convey marvelous moments with customers by responding to customer issues and grievances to facilitate customer satisfaction.  Make decisions on the hiring, training, and evaluation aspects of team members and in some cases, promoting and firing when required.  Use appropriate tools and authorizations to meet financial obligations such as budgets, team member schedules, etc.  Examine and ensure team accountability for correct display, signing, and pricing of merchandise.  Hold team accountable for maintaining brand standards such as cleanliness, organization, and adequate work environments by enforcing brand policies.  Develop current team by providing feedback on tasks along with recognition.  Facilitate change for new and current team members through communication and best practice such as being up to date with policy and leadership changes.  Promote safety in the workplace through training and recognition.  Maintain regular attendance through flexible work schedules (e.g. nights, weekends, holidays, extended shifts, etc.).  Conduct morning meetings with team and supervisor to discuss plans, performance, recognition, etc.  Seek personal feedback in order to constantly refine strengths and bolster weaknesses as a leader.  Provide others with feedback in order to give insight into best practices of others.  Collaborate with team to identify best practices and illustrate expectations of tasks.  Facilitate monthly meetings to review sales, areas of improvement for the team and store as a whole, discuss upcoming events (e.g. holidays), etc.  Create a balanced weekly schedule by incorporating the needs of the store in relation to the availability of each team member.  Take leadership courses and constantly remain current on different company expectations and standards to facilitate professional development.  Instruct and support team when dealing with difficult sales transactions or returns to bolster team performance and insure positive guest experience.
  • 24.  Monitor inventory on the sales floor and ensure that all merchandise is replenished once 23 inventory is low.  Serve as a leader who recognizes store goals and delegate appropriately to ensure the tasks will be completed effectively.  Confirm that the team follows food standards such as product rotation and elimination of expired or damaged products to guarantee food freshness for guests.  Provide training and feedback to colleagues and subordinates in order to reinforce best practices. Knowledge:  Utilize knowledge of business or leadership received during the completion of college or equivalent experience.  Possess the knowledge of different types of merchandise and the principles, and methods for presenting, endorsing, and selling products.  Understanding the principles of business and management in order to promote different marketing strategies, leadership techniques, human resource modeling, etc.  Knowledge of principles and procedures for recruiting potential talent and personnel training.  Knowledge of different legal issues such as employee compliance (taking breaks at the right time).  Knowledge of jargon used in store such as brand, FIFO (first in, first out), best practice, etc.  Knowledge of food safety standards to safeguard the health of guests and team members. Skills:  Be aware of different reactions from guests and team members and be able to understand why they are reacting in that manner.  Manage individual time effectively and the time of other subordinates.  Identify complex problems and use existing information to develop and evaluate options and implement solutions.  Use technology and different types of software to make daily tasks easier and more efficient.  Possess coordination skills to balance different projects at the same time/multitask.  Motivating individuals by knowing their work style and their interests.  Facilitate instruction and training based on the interests and abilities of the team. Abilities:  Ability to use mathematical reasoning and choose the right mathematical methods to solve a problem.  Ability to listen to and understand information and ideas presented through oral comprehension.
  • 25.  Ability to speak clearly and communicate information and ideas with others in a way that 24 they understand.  Ability to know when something is wrong or recognizing a situation that has the potential to generate a problem.  Ability to adapt to constant changes in work environment such as changes in team, policy, management, morale, etc.  Ability to climb and descend from ladders carrying merchandise.  Have the physical capabilities of lifting up to forty pounds. Qualifications:  Must have at least a bachelor’s degree. Experience:  Previous knowledge, skills, or work-related experience is not required but highly recommended.
  • 26. References: O*NET OnLine. (2010). First-Line Supervisors of Retail Sales Workers. Retrieved from http://www.onetonline.org/link/summary/41-1011.00 on 10/14/2014 25
  • 27. Appendix A O*NET First-Line Supervisors of Retail Sales Workers Summary Report Summary Report for: 41-1011.00 - First-Line Supervisors of Retail Sales Workers Directly supervise and coordinate activities of retail sales workers in an establishment or department. Duties may include management functions, such as purchasing, budgeting, accounting, and personnel work, in addition to supervisory duties. Sample of reported job titles: Manager, Store Manager, Assistant Manager, Department Manager, Shift Manager, Meat Department Manager, Assistant Store Manager, Office Manager, Bakery Manager, Deli Manager 26 Tasks  Provide customer service by greeting and assisting customers, and responding to customer inquiries and complaints.  Direct and supervise employees engaged in sales, inventory-taking, reconciling cash receipts, or in performing services for customers.  Monitor sales activities to ensure that customers receive satisfactory service and quality goods.  Inventory stock and reorder when inventory drops to a specified level.  Instruct staff on how to handle difficult and complicated sales.  Hire, train, and evaluate personnel in sales or marketing establishments, promoting or firing workers when appropriate.  Assign employees to specific duties.  Enforce safety, health, and security rules.  Examine merchandise to ensure that it is correctly priced and displayed and that it functions as advertised.  Plan budgets and authorize payments and merchandise returns. Knowledge  Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.  Sales and Marketing — Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.  Administration and Management — Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.  English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.  Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
  • 28.  Education and Training — Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.  Personnel and Human Resources — Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems. 27 Skills  Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.  Coordination — Adjusting actions in relation to others' actions.  Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.  Monitoring — Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.  Service Orientation — Actively looking for ways to help people.  Speaking — Talking to others to convey information effectively.  Management of Personnel Resources — Motivating, developing, and directing people as they work, identifying the best people for the job.  Social Perceptiveness — Being aware of others' reactions and understanding why they react as they do.  Time Management — Managing one's own time and the time of others.  Complex Problem Solving — Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. Abilities  Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.  Oral Expression — The ability to communicate information and ideas in speaking so others will understand.  Speech Clarity — The ability to speak clearly so others can understand you.  Speech Recognition — The ability to identify and understand the speech of another person.  Problem Sensitivity — The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.  Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense.  Category Flexibility — The ability to generate or use different sets of rules for combining or grouping things in different ways.  Information Ordering — The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
  • 29.  Mathematical Reasoning — The ability to choose the right mathematical methods or 28 formulas to solve a problem.  Near Vision — The ability to see details at close range (within a few feet of the observer).
  • 30. Appendix B (ETL) Common Core Roles Executive Team Leader Common Core Roles 29 Be Your Best Self  Be respectful and act with integrity.  Be Fast, Fun and Friendly.  Be accountable and continuously improve.  Be Your Best Self.  Perform leader on duty (LOD) duties; ensuring the entire team is productive and the store is meeting brand.  Walk the sales floor daily to set daily goals and expectations, coach and follow up with the team to ensure the goals and expectations are satisfied; quickly identify and implement solutions to any in-stock, presentation, pricing, signing or safety issues.  Champion personal leadership development using company tools and programs; actively seek feedback from team, peers and leader.  Interpret corporate communication, and provide clear direction to others.  Effectively execute and lead the team through new initiatives and change.  Actively participate in Talent and Culture meetings.  Deliver amazing moments for team members and guests.  Serve as a leader by strategically thinking about how to develop and accomplish goals, and properly delegate to team members the tasks necessary to implement those goals.  Ensure team members comply with established dress guidelines, including name badge.  Hold team members accountable for completing position training, conduct follow-up and assess training progress of new team members.  Complete additional duties as needed or required. Health Team Culture  Plan for the right person, right place, right time.  Develop a talented team with a winning spirit.  Foster an inclusive, diverse and save culture.  Create an environment of openness, trust and recognition.  Assess and select top talent at the hourly team member and team leader level by interviewing new candidates for hire and current team members for promotion, and make decisions about whom to hire.  Actively participate in the performance management process, which includes recognizing, coaching, providing meaningful feedback, writing and delivering performance reviews and writing and delivering counseling and corrective actions.  Follow up a d take action on team commitments.  Analyze schedules to ensure proper staffing levels that meet business needs.  Develop business leaders using impactful talent management tools, including, not limited to, leadership expectations, leadership status, GAPs, etc.  Ensure team members and team leaders are provided all required duty-free meal periods and rest breaks.  Lead a compliance culture that mitigates financial and legal risk; focus on compliance, integrity, and safety.
  • 31.  Drive a safe and secure culture focused on incident and injury prevention; encourages save behaviors through coaching and recognition, and by identifying, reporting and responding to all safety concerns and trends in a timely manner.  Contribute to a respectful Fast, Fun and Friendly atmosphere for all team members by placing importance on everyday moments with the team.  Evaluate performance results, and develop and implement action plans to achieve performance goals; hold team leaders accountable to do the same. 30 Drive Profitable Sales  Put the guest first.  Build a sales culture.  Superior execution through best practices.  Deliver on financial goals.  Lead a culture of sales and expense financial accountability.  Proactively leverage tools, reports and processes to meet or beat payroll goals.  Demonstrate awareness, engagement and accountability for gross margin.  Actively demonstrate and recognize the Vibe model: Engage+ Educate+ Sell to drive sales and guest loyalty.  Model, coach and recognize Vibe service behaviors leveraging Vibe tools and routines.  Use all avenues to close the sale (e.g., Target.com, Target app and Flexible Fulfillment).  Appropriately prioritize and drive continuous improvement in the areas of the profit formula to impact total store profitability and company Earnings Before Interest and Taxes (EBIT).  Support the shortage-awareness culture; understand how operational procedures impact profitability; avoid shortcuts; promote theft and fraud prevention through guest service.  Drive complete, timely and quality merchandising transactions.  Supervise and coach the team to ensure excellent in-stocks with minimal outs.  Hold the team accountable for accurate pricing and current signing.  Ensure the interior and exterior of the store are neat, safe, clean and is comfortable and well lit; maintain offstage brand.  Educate the team on how amazing moments drive profitability.  Empower the team to make it right for the guest to drive guest loyalty.  Place importance on each guest interaction.  Understand and connect how everyday tasks and daily leadership are connected to guest satisfaction.  Ensure team follows food freshness standards, product rotation (FIFO), no expired products, remove dented or damaged product, properly handle temperature-sensitive food items and ensure cleanliness to prevent pest infestation when handling food items.  Lead your team to incorporate digital routines into store culture, champion new technology and processes to drive sales. Food/Sales Floor/Front End Common Role  Continually inspect the freshness and quality of products on the sales floor and in the backroom.
  • 32.  Ensure that team follows proper product rotation procedures, including immediately removing and marking outdated or poor-quality items that do not meet our high standards.  Ensure the team is responding quickly to cleanliness and freshness issues; verify freezers and coolers are neat, organized and clean.  Ensure all processes and new rollouts are executed by the team to guarantee brand 31 consistency.  Analyze and use financial data to assess area; develop and implement action plans when necessary.  Ensure team members understand and execute the functions in their core roles by using proper processes to complete their daily tasks.  Lead teams to keep backrooms, receiving dock and sales floor organized, clean and free of clutter.
  • 33. Appendix C Job Analysis Interview Questions INTERVIEW QUESTIONNAIRE JOB ANALYSIS Name: ________________________________________________________ Job Title: ________________________________________________________ How Long in this Role: _____________________________ 32  Introduction  Reason for interview  Explain how data will be used  Maintain Confidentiality 1. If you divided your job into major functions, what would they be? What are the major job responsibilities? _______________________________________________________________ _______________________________________________________________ 2. Describe a typical day on the job from the beginning of the shift to the end. How much time do you spend doing each thing? __________________________________________________________________ __________________________________________________________________ __________________________________________________________________ 3. Are there any activities that do not necessarily happen every day that you consider an important part of your job? ________________________________________________________________________ ________________________________________________________________________ ______________________________________________________ 4. If you broke down the major functions of the job into individual tasks, what would they be? ________________________________________________________________________ ________________________________________________________________________ ______________________________________________________ 5. Who are the other people that you work with on the job? In what ways do you interact (Peers, Subordinates, Supervisors) o Peers:
  • 34. 33 o Subordinates: o Supervisors: 6. What are the biggest challenges or problems faced on the job for both new and experienced employees? Why are they challenges or problems? For new employees: _____________________________________________________________________ _____________________________________________________________________ ___________________________________________________ For experienced employees: _____________________________________________________________________ _____________________________________________________________________ ___________________________________________________ 7. Think of the best performing person you have seen in this job. What makes this person a better performer than an average performer? ________________________________________________________________________ ____________________________________________________________ _______________________________________________________________ 8. Think of the worst performing person you have seen in this job. What makes this person worse than an average performer? _____________________________________________________________________ _____________________________________________________________________ ___________________________________________________ 9. What kinds of errors or mistakes can someone in this job make? What are the consequences? _____________________________________________________________________ _____________________________________________________________________ ___________________________________________________ 10. If you were asked to hire a new person for the job, what would you look for? What kind of knowledge, skills, or abilities would be required? _____________________________________________________________________ _____________________________________________________________________ ___________________________________________________ 11. What types of formal/classroom training and on-the-job training do employees in this job receive? When first hired:
  • 35. 34 Ongoing (e.g. annual): 12. Critical incidents (example situations) of exceptionally good or poor performance (situation, action, result) _____________________________________________________________________ _____________________________________________________________________
  • 36. Appendix D Job Analysis Questionnaire Retail Manager Job Analysis Questionnaire 35 Statement of Informed Consent: Your participation in this questionnaire is voluntary. No personal information of any kind will be asked for or recorded. The information will be collected for educational purposes only and your responses will not have any direct or indirect administrative impact. There are no known or foreseeable risks associated with participating. Purpose: The purpose of this questionnaire is to gather information about the job of a retail manager. This information will be used in developing a job specification and description for the job of a retail manager. The results will be presented as part of a class project for Advance Industrial Psychology (PSY 560) at West Chester University. If you have any questions please contact David J. Keyser at DK837506@wcupa.edu. There are five parts to this questionnaire. The first four parts include a series of statements related to tasks, knowledge, skills, and abilities required to effectively perform the job of a retail manager. You will be required to provide ratings of these statements on two dimensions, importance and frequency. The fifth part provides open space for written comments on areas that you may think of as important but may not have been covered in the questionnaire. This questionnaire was constructed such that 20 minutes should be adequate to complete it, but there is no time limit. Once complete please return the questionnaire to David J. Keyser at DK837506@wcupa.edu or in person during working hours at Target in West Pottsgrove Township, PA.
  • 37. Part I: Instructions Please read each of the following statements carefully and indicate your responses in the appropriate cells for:  Importance of each task statement in performing your job  Frequency of doing each task on the job 36 Descriptions (Tasks) Importance 0 – Unimportant 1 – Important 2 – Essential Frequency of Use 0 – Never Perform 1 – Rarely Perform 2 – Occasionally Perform 3 – Frequently Perform Convey marvelous moments with customers by responding to customer issues and grievances to facilitate customer satisfaction. Make decisions on the hiring, training, and evaluation aspects of team members and in some cases, promoting and firing when required. Use appropriate tools and authorizations to meet financial obligations such as budgets, team member schedules, etc. Examine and ensure team accountability for correct display, signing, and pricing of merchandise. Hold team accountable for maintaining brand standards such as cleanliness, organization, and adequate work environments by enforcing brand policies. Develop current team by providing feedback on tasks along with recognition. Facilitate change for new and current team members through communication and best practice such as being up to date with policy
  • 38. 37 and leadership changes. Promote safety in the workplace through training and recognition. Maintain regular attendance through flexible work schedules (e.g. nights, weekends, holidays, extended shifts, etc.) Conduct morning meetings with team and supervisor to discuss plans, performance, recognition, etc. Seek personal feedback in order to constantly refine strengths and bolster weaknesses as a leader. Provide others with feedback in order to give insight into best practices of others. Collaborate with team to identify best practices and illustrate expectations of tasks. Facilitate monthly meetings to review sales, areas of improvement for the team and store as a whole, discuss upcoming events (e.g. holidays), etc. Create a balanced weekly schedule by incorporating the needs of the store in relation to the availability of each team member. Take leadership courses and constantly remain current on different company expectations and standards to facilitate professional development. Instruct and support team when dealing with difficult sales transactions or returns to bolster team performance and insure positive guest experience. Monitor inventory on the sales floor and ensure that all merchandise is replenished once inventory is low. Serve as a leader who recognizes store goals and delegate appropriately to ensure the tasks
  • 39. 38 will be completed effectively. Confirm that the team follows food standards such as product rotation and elimination of expired or damaged products to guarantee food freshness for guests. Provide training and feedback to colleagues and subordinates in order to reinforce best practices.
  • 40. Part II: Instructions Please read each of the following statements carefully and indicate your responses in the appropriate cells for:  Importance of each knowledge statement in performing your job  Frequency of using these content areas on the job 39 Description (Knowledge) Importance 0 – Unimportant 1 – Important 2 – Essential Frequency of Use 0 – Never Perform 1 – Rarely Perform 2 – Occasionally Perform 3 – Frequently Perform Utilize knowledge of business or leadership received during the completion of college or equivalent experience. Possess the knowledge of different types of merchandise and the principles, and methods for presenting, endorsing, and selling products. Understanding the principles of business and management in order to promote different marketing strategies, leadership techniques, human resource modeling, etc. Knowledge of principles and procedures for recruiting potential talent and personnel training Knowledge of different legal issues such as employee compliance (taking breaks at the right time) Knowledge of jargon used in store such as brand, FIFO (first in, first out), best practice, etc. Knowledge of food safety standards to safeguard the health of guests and team members.
  • 41. Part III: Instructions Please read each of the following statements carefully and indicate your responses in the appropriate cells for:  Importance of each skill in performing your job  Frequency of using each skill on the job 40 Description (Skills) Importance 0 – Unimportant 1 – Important 2 – Essential Frequency of Use 0 – Never Perform 1 – Rarely Perform 2 – Occasionally Perform 3 – Frequently Perform Be aware of different reactions from guests and team members and be able to understand why they are reacting in that manner. Manage individual time effectively and the time of other subordinates. Identify complex problems and use existing information to develop and evaluate options and implement solutions. Use technology and different types of software to make daily tasks easier and more efficient. Possess coordination skills to balance different projects at the same time/multitask. Motivating individuals by knowing their work style and their interests. Facilitate instruction and training based on the interests and abilities of the team.
  • 42. Part IV: Instructions Please read each of the following statements carefully and indicate your responses in the appropriate cells for:  Importance of each ability in performing your job  Frequency of using each ability on the job 41 Description (Abilities) Importance 0 – Unimportant 1 – Important 2 – Essential Frequency of Use 0 – Never Perform 1 – Rarely Perform 2 – Occasionally Perform 3 – Frequently Perform Ability to use mathematical reasoning and choose the right mathematical methods to solve a problem. Ability to listen to and understand information and ideas presented through oral comprehension. Ability to speak clearly and communicate information and ideas with others in a way that they understand. Ability to know when something is wrong or recognizing a situation that has the potential to generate a problem. Ability to adapt to constant changes in work environment such as changes in team, policy, management, morale, etc. Ability to climb and descend from ladders carrying merchandise. Have the physical capabilities of lifting up to forty pounds.
  • 43. 42 Part V- Instructions In the space provided below please indicate in detail any job relevant information that was not covered in this questionnaire. Thank you for your participation!