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Forced Ranking

Steve Bates

HR Magazine
Volume 48, Issue 6, June 2003, pp.62-68


Performance appraisal continues to be a controversial subject among managers, supervisors and employees. In that context, Steve Bates addresses the concept of "forced ranking." He suggests that this issue is, "...probably the most controversial issue in management today", and is currently being used by at least 20 percent of Fortune 1000 companies.

What is forced ranking? It is a system that requires supervisors to compare the quality of each employee's work not against performance standards, but instead against each other. In other words, how does Joe compare to Lilly? How does Lilly compare to Marge? By comparing employees to one another instead of judging them against performance standards, forced ranking -- also called forced distribution or "rank and yank" -- seeks to identify the best and worst performers within an organization. This article illustrates pros and cons of using such a system, as well as discussing different ways it can be implemented.

According to champions of the method, forced ranking can be the best method of identifying and promoting top employees, while simultaneously eliminating the "dead wood" of the organization. This system has been most successful in highly competitive, results-oriented companies like General Electric, where former CEO Jack Welch insisted that each year the bottom 10 percent of the work force be identified and eliminated. In this way, it may help force managers to hold employees accountable for their performance. "If a company wants to jump-start a genuine leadership development process and move quickly toward muscle-building the organization, forced ranking is the best tool around," says Dick Grote, president of Grote Consulting Company in Dallas.

Opponents of forced ranking point out that the process can be "arbitrary, unfair, illegal, a morale killer and death to teamwork." Often, they point out, managers may be forced to identify poor performers when none actually exist. This can lead to counter-productive hiring practices. For example, Robert Rogers, president of consulting firm Development Dimensions International, based in Bridgeville, Pa., describes an employer who indicated that,

...managers in his organization are carrying poor performers throughout the year so they can have someone to put in the 'fails to meet' bucket or, worse yet, hiring marginal performers toward the end of the evaluation period so they have someone to fire at the end of the year."

Forced ranking may also lead to lawsuits alleging discrimination against minorities, women, or older employees. When forced ranking places a disproportionate number of these employees in the lowest categories, it can be illegal. Both Goodyear Tire and Ford have faced such lawsuits, and many more are likely.

There are several different ways of implementing forced ranking programs. All employees may be ranked, or just top- and mid-level managers. Some companies rank employees from 1 to 100, for example, while others group workers into one of several classifications ranging from best employees to worst. Some companies use a rigid percent-based system; others a more flexible bell curve. In any case, opponents and proponents agree that HR professionals need to be involved in the debate: either "proposing better alternatives" to forced ranking or explaining "how to implement it and the consequences for not doing so."

As we noted, this is a controversial appraisal process, one which can have a severe impact on employee morale. The author's effort provides us with insight into all sides of this issue.