Behavioral Assessment Tests: Best Practices in the Hiring Process

Teens taking personality test

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


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


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


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


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


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


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


EEOC guidelines on testing include:

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


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


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

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


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


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


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


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

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


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


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


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


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


The Future of Behavior Assessments

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

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

By Greg Togni May 7, 2026
Hiring executives from large, high-performing organizations is one of the most common and most misunderstood moves smaller companies make. The logic is simple: if someone has seen “good” at scale, they should be able to bring it with them. In practice, that translation is far less reliable than most boards and CEOs expect. External executive hires, especially those coming from larger or more prestigious companies, fail at high rates. Numbers vary by study, but many put it around the 40–50% range within the first 18 months, with many more underperforming relative to expectations. The issue usually isn’t raw capability. It’s a mismatch between what made someone effective in their last environment and what this environment actually requires. The appeal of “importing excellence” Boards and CEOs often look externally when they want a step-change. A well-known resume signals ambition and can feel like a shortcut to stronger execution. The hope is that leaders from big companies bring: Repeatable operating patterns Experience with scale and complexity High standards and disciplined cadence That logic can be right in moments like rapid growth or expansion, but it breaks when we assume success is automatically portable across contexts. The portability problem Executive transitions fail most often because of context. What “good” looks like is shaped by culture, incentives, decision norms, and informal power, things that are hard to see from the outside. Big-company leaders can bring frameworks and processes, but they can’t import the conditions that made those tools work, mature systems, brand leverage, deep benches, and established trust. When the environment changes, the old playbook can fail. Why external hires fail When an external executive hire goes sideways, the causes are usually predictable: Cultural mismatch: misreading decision-making, conflict, and what’s truly rewarded. Weak relationship ramp: focusing on strategy before building alignment and trust. Over-reliance on prior supports: assuming budgets, systems, brand, and staffing that aren’t there. Misaligned expectations: different assumptions about mandate, pace, resources, and autonomy. Organizational resistance: skepticism of outsiders magnifies early mistakes. A flawed premise (on its own) In reality, what counts as “good” is highly situational. It’s shaped by a company’s stage, structure, market position, and culture. An executive who thrived in a large, stable organization may struggle in a fast-moving, ambiguous environment - not because they lack skill, but because the definition of success has changed. This doesn’t mean hiring from large organizations is a bad strategy. It means the strategy is often applied too simplistically. When it works (how to hire successfully) External hires tend to succeed when there’s a genuine match between past experience and current needs, not just in industry or function, but in context. Leaders who have navigated similar stages of growth or similar organizational constraints are far more likely to adapt effectively. Smaller and earlier-stage companies require different “muscles”: operating with constraint, making decisions with incomplete data, and building systems from scratch. Hiring from large organizations can be a great strategy if you also screen for those portability skills. Success also depends heavily on onboarding and integration. Companies that treat executive transitions as a structured process, focused on relationships, context-building, and expectation alignment, see much better outcomes. Perhaps most importantly, both sides need to approach the transition with humility. Executives must be willing to question their assumptions and adapt their playbooks. Organizations must recognize that even highly capable leaders need time and support to understand how things actually work. The takeaway Hiring executives from large organizations isn’t misguided. But the belief that success can simply be transplanted is. Leadership effectiveness is not just about what someone knows; it’s about how well they can interpret and respond to a specific environment. Without that alignment, even the most impressive resumes can lead to disappointing results. The real challenge isn’t finding leaders who have seen excellence. It’s finding those who can recreate it under entirely different conditions.
By Effie Zimmerman May 5, 2026
180one is pleased to announce our recent partnership with Globe Machine and the resulting hire of their new Board Member For over a century, Globe Machine Manufacturing Company has been at the forefront of delivering custom-engineered factory solutions for manufacturers. Our solutions combine decades of proven mechanical performance with cutting-edge automation, controls, and robotics, empowering our customers to achieve next-level operational efficiency. Globe Machine was acquired by Westward Partners in 2024. Westward Partners is a Seattle-based private equity firm investing in lower-middle-market businesses across a variety of industries in the Pacific Northwest. The acquisition will set Globe up for accelerated growth and help the Company better serve new and existing customers through innovation, training, parts, and service – something it has done successfully for over a century. Congratulations to Globe Machine and the 180one Search Team on a successful executive placement!
By Effie Zimmerman April 30, 2026
Director of Product Management ABOUT THE COMPANY A-dec is the premium leader in the dental equipment industry, designing and manufacturing products that span dental chairs, lights, handpieces, furniture, air management, infection control, and delivery systems found in dental offices and operatories. With over 1300 employees and headquartered in Newberg, Oregon, A-dec’s familial culture and values have been attributed to their commitment to the Newberg community and its employees through various investments and programs. ABOUT THE POSITION Reporting into the SVP of Product & Technology, the Director, Global Product Management leads teams that manage all A-dec products, including dental furniture, consumables, and core equipment (chairs, units, lights). They direct the strategic vision and purpose and are responsible for the long-term financial performance of A-dec’s product portfolio. Critical functions for this position include roadmap development, voice of the customer process, portfolio execution, roadmap execution, and the product section of the company’s business strategy. DUTIES & RESPONSIBILITIES Creates the vision and purpose of Product Management. Leads all product management activities for the existing product lines within A-dec Builds and leads a diverse, high-performing product management team. Provides mentorship, support, and guidance, and encourages professional growth and development. Champions the strategic vision and purpose for Product Management across the organization. Implement strategic and tactical plans to meet the company’s objectives while exceeding customer needs. Maintains a constant pulse of dental equipment market developments, including consumer needs, competitive offerings, and brand position. Takes proactive measures to remain competitive with the existing portfolio. Follows industry trends and conducts capability analysis regularly. Executes competitive assessments and market research to gain market and buying preference and insights. Understands and articulates the voice of the customer. Makes tradeoff comparisons to drive decisions that deliver on success criteria. Accountable for concept development selection. Develop strategies in collaboration with Global Sales Team leaders to drive market share growth. Collaborates with Marketing Communications to plan, direct, and execute measurable global actions to drive brand awareness, preference, and demand generation necessary for achieving growth goals. Collaborates with Digital Product Management to ensure complete end-to-end solutions. Reviews revenue and profits on a weekly basis and suggests approaches to marketing and sales to drive growth. Responsible for overall product promotions and analyzing the revenue/net margin trade-offs. Accountable for the standard margins of the portfolio; pricing, positioning, and margins. Works across organizational boundaries to develop a cohesive strategy and ensures smooth execution of cross-functional plans within A-dec. Leads the future portfolio planning with their leadership. QUALIFICATIONS Knowledge, Skills, and Abilities Extensive project management experience. Excellent presentation, communication, and customer skills. Proven leadership skills and effective problem-solving skills. Demonstrated experience in planning, budgeting, and developing business strategies. Ability to influence up, down, and across the organization. Education and Experience Bachelor’s degree in engineering, business management, or a similar focus. Five years of experience in product management. Five years of people leadership experience. Experience and understanding of the “Chief Engineer/Project Chief” methodology or practice. Preferred Experience Master’s degree in business administration. Experience with strategic planning and managing a category P&L in excess of $100 Million. Interested in Learning More? 180one has been retained by A-dec to manage this search. If interested in learning more about the opportunity, please contact Lisa Heffernan / 971.256.3076/ lisa@180one.com .
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