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Gladwell Revisited

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We're going to file this one in the "we told you so" file!  The other day the famous Harvard psychologist Stephen Pinker reviewed Malcolm Galdwell's newest essay collection in the New York Times, and it wasn't pretty.  Pinker savages Gladwell, concluding:

"Unfortunately he wildly overstates his empirical case. It is simply not true that a quarter­back’s rank in the draft is uncorrelated with his success in the pros, that cognitive skills don’t predict a teacher’s effectiveness, that intelligence scores are poorly related to job performance or (the major claim in “Outliers”) that above a minimum I.Q. of 120, higher intelligence does not bring greater intellectual achievements. The reasoning in “Outliers,” which consists of cherry-picked anecdotes, post-hoc sophistry and false dichotomies, had me gnawing on my Kindle."

Pinker's conclusions echo the arguments we made in this humble blog about a year ago. Read them again here and here.   Gladwell is a great story-teller, and a gifted writer--but he should not be considered an authoritative voice on how we conduct social science or public policy, or for that matter employee testing.

Gladwell's New Yorker Article on Hiring

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In my last post I compared a speech given by Malcolm Gladwell in the spring to the content of his new book Outliers, and wondered what had happened to the employee selection angle he had promised in the speech. Well, no sooner did my post go live than my New Yorker magazine showed up in my mailbox with the answer — this week's cover story is an article by Gladwell entitled "Most Likely to Succeed: How do we hire when we don't know who's right for the job?"

In the article the author describes the problems inherent in evaluating talent and predicting job performance, and cites three examples of jobs where he sees this as a problem: pro football quarterbacks, teachers, and financial analysts. I'm going to focus here just on the issue of predicting success for NFL quarterbacks.

Gladwell describes the challenges faced by NFL scouts who evaluate college quarterbacks, and relates the examples of some prominent "can't miss" prospects who became NFL busts. Gladwell is at his most comfortable spinning an anecdote about a single subject, and he structures this article around the story of Chase Daniel of Missouri. But somehow in trying to tell the story of how difficult it is for NFL teams to decide who to draft, Gladwell makes the ludicrous statement that the entire NFL selection process is fraught with error. He concludes that "there are certain jobs where almost nothing you can learn about candidates before they start predicts how they'll do once they're hired."

In fact, when one looks at the NFL's record of predicting quarterback success, Gladwell's conclusion is on very shaky ground. The collective opinion of an NFL player's prospects are reflected in the order in which players are drafted by NFL teams. It turns out that draft order is a very accurate predictor of subsequent statistical performance for quarterbacks.

To take the most recent decade as an example, when one looks at all the quarterbacks (67 in all) who were drafted by NFL teams from 2000 to 2004, and compares their overall draft position to their statistics in their first four years in the league, it is clear that on balance NFL teams are very accurate in predicting statistical success in the NFL. Organizational psychologists measure the predictive validity of an employee selection technique by quantifying the strength of the relationship between selection measure and job performance; the strength of the association is expressed as a correlation coefficient. For the whole group, the correlation between draft order and passing yardage is very strong (-.73 — the coefficient is negative because the higher a player is drafted, the lower their draft rank). For those concerned that a measure of total productivity such as passing yardage is somewhat correlated with opportunity, we can consider passer efficiency, as measured by QB rating.  Only 51 of the 67 quarterbacks drafted attempted a pass in the NFL, a necessary requirement for calcuclating a QB rating: for this group there was a -.34 correlation between draft position and QB rating. This is still a strong association, and shows a clear, statistically significant correlation between draft order and future statistical success in the NFL.

Like the fans of the teams that drafted them, Gladwell has let the Ryan Leafs (a high draft choice that flopped) and the Tom Bradys (a low draft choice who became a superstar) of the world influence his thinking. These are outliers, a concept with which Gladwell should be familiar given the title of his latest book. (If you take Brady out of the mix the correlations strengthen considerably!) It turns out, in fact, that on average the NFL draft process is highly accurate at predicting QB success, and the draft is based entirely on things that Gladwell dismisses as useless--college performance, scouting, performance in the NFL combine. 

If Gladwell had considered any quantitative measures at all relating to the efficacy of the draft he'd have no basis for his conclusion that "a prediction, in a field where prediction is not possible, is nothing but a prejudice." Gladwell, we fear, gets swept up in his own story telling, and in the process badly miscontrues the alleged "quarterback problem." 

Gladwell's approach reminds me of a challenge we face every day in discussing our pre-employment testing services with customers and prospective clients. When evaluating a selection instrument, there's a strong tendency to take an anecdotal approach and fixate on the outlier for whom the selection instrument was not an accurate predictor. For example, when a sales manager administers one of our tests to a few dozen existing employees, we'll often hear about the one high performer who didn't fare well on the test. Anecdotes are powerful, and it is sometimes difficult to persuade the manager to focus on how well the assessment predicts performance across the whole group. No selection measure is perfect, and we must be careful when evaluating the efficacy of our selection processes not to follow Gladwell's lead and let anecdotal evidence trump more rigorous analysis. 

Malcolm Gladwell's Outliers

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Recently on a plane the guy beside me was reading the same book I was – Malcolm Gladwell's Outliers. My fellow passenger didn't think this was remarkable as the airport bookstores had huge displays. Gladwell has become somewhat of a household name for his skill at popularizing social science through collecting compelling anecdotes. Blink and The Tipping Point were entertaining enough to read, and that's why the guy beside me had made an impulse purchase.

I had been more proactive in getting my hands on the book. We here at Criteria had actually been eagerly waiting for Gladwell's book ever since May, when we stumbled across a truly odd speech he gave at a New Yorker conference. Gladwell's speech, which was explicitly delivered as a sneak preview of the book, covered what he called the "mismatch" problem. His thesis was that the way employers evaluate prospective employees — including the practice of pre-employment testing — is at a complete "mismatch" with what is required. As evidence he offered three loosely linked examples – sports combines where amateur athletes are evaluated before a draft; certification requirements for teachers; and the University of Michigan's affirmative action program for law school admissions.

Gladwell opens with anecdotes from the National Hockey League's's pre-draft combine, and then goes on to discuss the NBA and NFL drafts. He relates the finding that the aptitude test given to the NFL quarterbacks has no correlation with their performance. As usual, his evidence for this contention is entirely anecdotal. In a blog post in the spring we described evidence showing that the test may be predictive of QB success, and it doesn't help Gladwell's case that he mocks the fact that Eli Manning and Tony Romo scored well on the test, while Vince Young and David Garrard did not. Even back in May 2008 he should have understood that his alleged exceptions weren't exactly disproving the rule. By the end of the opening example, Gladwell has shown that he probably doesn't know all that much about sports, and has launched a puzzling, and difficult to support, argument. We were eager to see him make his point in print, but this line of thought didn't make it into the book.

In his speech, Gladwell next moved on to discussing teachers. We can't disagree with him that good teachers are important, or that it might be a good idea to broaden the pool from which new teachers are selected. But we were a bit confused by his argument about hiring standards. Teacher quality, he tells us, is much more predictive of student achievement than classroom size, and so it is worth investing in. But according to Gladwell, there are no criteria to predict whether someone will be a successful teacher. This is quite a jump, and again one is left with only colorful anecdotes for what is a very sweeping point with broad social significance.

Finally, Gladwell points out that even though the University of Michigan Law School had, in the past, given extra consideration to minority applicants and made concessions on testing standards, there was no evidence of differences in "success" years after graduation. Gladwell does not address that the admissions tests were not designed to predict success after graduation, but rather performance in the first year of law school. Nor does he address that there are statistical problems with evaluating a selection tool on a sample that was selected in the first place using that tool. But most important, Gladwell seems to be arguing that based on the experiences of the University of Michigan, law schools should abandon altogether their use of test scores to select applicants. 

Well, somewhere between his May speech and the November publication of Outliers Gladwell must have realized he had his own mismatch problem. His evidence didn't match his thesis. He must have changed the direction of his book significantly, because Outliers is barely relevant to employee selection. Instead, it's a motley collection of examples arguing that exceptionally successful people are not entirely self-made, and that their ascent is due also to extraordinary good fortune with regard to the opportunities they were presented with. (This is hardly a shocker of a thesis, and is right up there with Blink's bold contention that first impressions are often correct, except when they are not.) But where's the employee selection angle? Where his speech proclaimed that it was "time to shut down the combines", his book only discusses the mildly interesting fact that the birthdays of professional athletes tend to cluster near critical cut-off dates for selection into elite programs. Where he promised to show how the process of hiring and training pilots is completely at odds with what is required, he only ends up discussing how cultural factors can have a tragic influence on the dynamics between pilots in a cockpit. Rather than discuss the process of hiring teachers, he describes one successful charter school, and the demands it makes of its students. He also speculates on cultural and linguistic factors that might correlate with math perseverance.

We're left to wonder why the change in focus from the speech to the book... could it be Gladwell realized that after all there is substantial evidence for the effectiveness of aptitude testing as a predictor of job success? Or did he just decide that "what determines exceptional success?" is a more interesting question (and easier to write about) than "how can we hire better?"

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