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Managerial competencies scale in a public management context: development and validation evidences

Abstract

The purpose of the study was to develop and present validation evidences for a managerial competence mastery scale in the context of public management. The development of the initial instrument for data collection was based on literature analysis, and on theoretical and semantic validation made by judges, in addition to a pre-test. The questionnaire was electronically answered by 447 professionals—managers and non-managers—that belong to different public companies that works at the state level, engaged in technical assistance and rural extension. The results of exploratory factorial analysis presented signs of validity and reliability, indicating thirty competency items that were grouped into three factors: contribution for strategy, public service rendering and team management. As conclusion, the evidence indicates the validity of the scale to measure the managerial competence mastery, contributing to the evolution of managerial studies and increasing the reliability thereof. Additionally, the identified competencies reinforce the role of the managers in the alignment and management of organizational strategy, they indicate the existence of common characteristics of managers that work in different organizations and also demonstrate the adequacy of this instrument to the public sector reality. Finally, the use of the scale is suggested in other research contexts in order to confirm its structure and generalization potential.

managerial competencies; scale; public sector

Resumo

O estudo teve o objetivo de desenvolver e apresentar evidências de validação para uma escala de domínio de competências gerenciais no contexto da gestão pública. O instrumento inicial para coleta de dados foi desenvolvido com base em análise da literatura, validação teórica e semântica por juízes, além de pré-teste. O questionário foi respondido eletronicamente por 447 profissionais, gestores e não gestores, pertencentes a diferentes entidades públicas estaduais de assistência técnica e extensão rural. O resultado da análise fatorial exploratória apresentou indícios de validade e confiabilidade, indicando trinta itens de competências que se agruparam em três fatores: contribuição para a estratégia, prestação de serviços públicos e gestão de equipe. Concluiu-se que as evidências apontam a validade da escala para medir o domínio de competências gerenciais, contribuindo para a evolução e maior confiabilidade nos estudos de administração. Além disso, as competências identificadas reforçam o papel dos gestores no alinhamento e gestão da estratégia organizacional, apontam para a existência de características comuns a gestores que atuam em diferentes organizações e demonstram a adequação do instrumento à realidade do setor público. Sugere-se a utilização da escala em outros contextos de pesquisa a fim de confirmar sua estrutura e potencial de generalização.

competências gerenciais; escala; setor público

Introduction

The management function plays a relevant role for the functioning of organizations and the development of managerial competencies figures as an element capable of promoting: alignment between strategic guidelines and actions at tactical and operational level (Bianchi, Quishida, & Foroni, 2017; Bündchen, Rossetto, & Silva, 2011; Gloria Jr., Zouain, & Almeida, 2014; Silva, Laros, & Mourão, 2007), an increase in the level of personal and employee engagement ( Lara & Salas-Vallina, 2017)Lara, F. J., Salas-Vallina, A. (2017). Managerial competencies, innovation and engagement in SMEs: The mediating role of organisational learning. Journal of Business Research , 79 , 152-160. doi:10.1016/j.jbusres.2017.06.002 and an improvement to the teams and organizations performance (Brandão, Borges-Andrade, & Guimarães, 2012; Freitas & Odelius, 2018Freitas, P. F. P., Odelius, C. C. (2018). Competências gerenciais: uma análise de classificações em estudos empíricos. Cadernos EBAPE.BR , 16 (1), 45-65. doi:10.1590/1679-39515947 ; Verle, Markic, Kodric, & Zoran, 2014).

Managerial Competencies (MC) can be understood as a set of capacities built and developed by managers who, when articulated and mobilized in the face of needs or challenges, enable the achievement of business strategies and the consequent organizational sustainability (Godoy & D'Amélio, 2012). This definition satisfies the integrative perspective of competencies that associates individual capacities with the context and willingness of acting to achieve results ( Gonczi, 1999)Gonczi, I, A. (1999). Competency-based learning: a dubious past–an assured future? In D. Boud, J. Garrick (Orgs.), Understanding learning at work (pp. 180 -194). Londres: Routledge. .

There is strong evidence that MC are influenced by organizational context ( Brownell, 2008Brownell, J. (2008). Leading on land and sea: competencies and context. International Journal of Hospitality Management , 27 (2), 137-150. doi:10.1016/j.ijhm.2007.11.003 ). In this sense, the domain analysis of competencies appears as an appropriate alternative to the investigations regarding the theme. According to Dias (2015)Dias, C. C. (2015). A análise de domínio, as comunidades discursivas, a garantia de literatura e outras garantias. Informação & Sociedade: Estudos , 25 (2), 7-17. Retrieved from https://bit.ly/3rt8LTT
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, domain analysis goes beyond possessing certain knowledge or specialty, but can be understood as the process of identifying and adapting knowledge within a given context, in order to make it ready to be used. Therefore, for the present study, the investigation of mastery of managerial competencies implies not only the possession of certain capacity by managers, but the practical application of these capacities within the organizational context in which they are inserted.

Considering the context of public organizations, the emphasis on the modernization of the state, brought by the paradigm of public sector reform (New Public Management - NPM), and also imposed a greater concern about the development of managerial competencies. This new management model is characterized by the practice of typical market mechanisms, managerialism and customer orientation, whose purpose is to correct some pathologies considered to be inherent to the public sector, such as patrimonialism and excessively bureaucratic and regulatory processes (Alonso, Clifton, & Diaz-Fuentes, 2015). The promotion of a culture of evaluation, added to a results-oriented management policy, challenges public managers to achieve high performance goals in line with the demands of citizens and society in general (Arnaboldi, Lapsley, & Steccolini, 2015). Thus, public managers need to develop a profile of knowledge, skills and attitudes consistent with an environment of constant changes, showing professionalism, integrity, transparency, social maturity and the search for innovation ( Lodge & Hood, 2012Lodge, M., Hood, C. (2012). Into an age of multiple austerities? public management and public service bargains across OECD countries. Governance: An International Journal of Policy, Administration, and Institutions , 25 (1), 79-101. doi:10.1111/j.1468-0491.2011.01557.x ; Skorková, 2016)Skorková, Z. (2016). Competency models in public sector. Procedia – Social and Behavioral Sciences , 230 (12), 266-234. doi:10.1016/j.sbspro.2016.09.029 .

In relation to the Brazilian public sector, despite the efforts to implement policies that adopt the competencies model, such as Decree No. 5,707 of 2006, studies reveal incipient results ( Camões & Meneses, 2016Camões, M. R. S., Meneses, P. P. M. (2016). Gestão de pessoas no Governo Federal: análise a partir da implementação da Política Nacional de Desenvolvimento de Pessoas . Brasília, DF: Fundação Escola Nacional de Administração Pública. Retrieved from https://bit.ly/3cdFSXJ
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) and, also, that few organizations define skills requirements or measure their gaps through questionnaires (Araújo, Fonseca, & Meneses, 2016).

In addition, recent studies show the need to develop research on competencies, specifically covering the public sector, both in Brazil and abroad (Montezano, Silva, & Coelho Jr., 2015; Santos, Coelho Jr., & Moura, 2011; Skorková, 2016Skorková, Z. (2016). Competency models in public sector. Procedia – Social and Behavioral Sciences , 230 (12), 266-234. doi:10.1016/j.sbspro.2016.09.029 ; Surdiman, Siswanto, Monang, & Aisha, 2019). The analysis of scientific production on the subject reveals that most studies conducted in the field of administration are qualitative ( Brandão, 2007Brandão, H. P. (2007). Competências no trabalho: uma análise da produção científica brasileira. Revista Estudos de Psicologia (Natal), 12 (2), 149-158. Retrieved from https://bit.ly/394zCzd
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; Santos et al., 2011)Santos, F. A. S., Coelho, F. A., Jr, & Moura, C. F. (2011). Análise Crítica da Produção Científica Brasileira sobre Competências em Periódicos da Área de Administração entre 2005 e 2010 . Article presented at 24th Encontro Anual da ANPAD, Rio de Janeiro, RJ. , with few studies that are concerned with the use of questionnaires and their statistical validation ( Brandão, 2007)Brandão, H. P. (2007). Competências no trabalho: uma análise da produção científica brasileira. Revista Estudos de Psicologia (Natal), 12 (2), 149-158. Retrieved from https://bit.ly/394zCzd
https://bit.ly/394zCzd...
. On the other hand, when there is greater concern about statistical validity and accuracy of the instruments used, the scales developed are restricted to the realities studied, as can be seen in Brandão, Borges-Andrade, Freitas and Vieira (2010), Fleck and Pereira (2011)Fleck, C. F., Pereira, B. A. D. (2011). Professores e gestores: análise do perfil das competências gerenciais dos coordenadores de pós-graduação das Instituições Federais de Ensino Superior (IFES) do RS, Brasil. Organizações & Sociedade , 18 (57), 285-301. doi:10.1590/S1984-92302011000200005 or, still, in Freitas and Odelius (2017)Freitas, P. F. P., Odelius, C. C. (2017). Escala de competências gerenciais em grupos de pesquisa. Revista de Administração FACES , 16 (4), 45-65. doi:10.21714/1984-6975FACES2017V16N4ART4134 . In this sense, the need to develop other scales capable of reflecting specific contexts is justified, since different profiles of organizations require different management profiles, which need to be flexible, dynamic and adaptable to multiple organizational realities ( Oderich, 2005)Oderich, C. (2005). Gestão de competências gerenciais: noções e processos de desenvolvimento. In R. L. Ruas, C. S. Antonello, L. H. Boff (Orgs.), Os novos horizontes da gestão: aprendizagem organizacional e competências (pp. 88-115). Porto Alegre, RS: Bookman. .

Given the contextualization presented, the objective of this study is to develop and present evidence of validation for a domain scale of managerial competencies in the context of public management. For this, contents about managerial competencies will be addressed, evidencing other models and existing scales, as well as methodological procedures, reports and discussions of the results achieved.

Managerial Competencies in the Public Sector

From the 20th century on, the use of the term competence in the field of organizational management resulted in different meanings, as well as the lack of consensus on its definition ( Freitas & Odelius, 2018Freitas, P. F. P., Odelius, C. C. (2018). Competências gerenciais: uma análise de classificações em estudos empíricos. Cadernos EBAPE.BR , 16 (1), 45-65. doi:10.1590/1679-39515947 ; Surdiman et al., 2019)Surdiman, I., Siswanto, J., Monang, J., Aisha, A. N. (2019). Competencies for effective public middle managers. Journal of Management Development, 38 (5), 421-439. doi:10.1108/JMD-12-2018-0369 . Given the diversity of interpretations for the concept, two major theoretical strands related to the theme stand out, the North American strand and the French strand. While the North American perspective emphasizes personal attributes, understanding competence as a set of qualifications inherent to the person, the French one emphasizes the performance presented and the context in which competence is developed ( Dutra, 2004)Dutra, J. S. (2004). Competências: conceitos e instrumentos para a gestão de pessoas na empresa moderna. São Paulo, SP: Atlas. . In addition to these two classical strands of competencies, Gonczi (1999)Gonczi, I, A. (1999). Competency-based learning: a dubious past–an assured future? In D. Boud, J. Garrick (Orgs.), Understanding learning at work (pp. 180 -194). Londres: Routledge. presented a new perspective, called integrator, which associates personal attributes, the context in which they are used and the performance of the person at work, and this perspective became more prominent in the past few years ( Brandão et al., 2010)Brandão, H. P, Borges-Andrade, J. E., Freitas, I. A., & Vieira, F. T. (2010). Desenvolvimento e estrutura interna de uma escala de competências gerenciais. Psicologia: Teoria e Pesquisa , 26 (1),171-182. doi:10.1590/S0102-37722010000100019 , and this perspective is the one that will be adopted as the guiding point of the present study.

The required performance of managers demands, therefore, more than the presence of attributes of knowledge, skills and attitudes, being necessary that these attributes are put into action in order to interfere in the performance of the managers themselves and in the results of the organization to which they belong.

Given the importance of the manager as an element responsible for connecting organizational expectations for results achievement and individual competencies ( Bündchen et al., 2011Bündchen, E., Rossetto, C. R., Silva, A. B. (2011). Competências gerenciais em ação – caso do Banco do Brasil. Revista Eletrônica de Administração , 17 (2), 396-423. doi:10.1590/S1413-23112011000200004 ), several studies have been dedicated to the analysis of attributes and functions of these individuals. Based on the assumptions defended by Ruas (2005)Ruas, R. L. (2005). Gestão por competências: uma contribuição à estratégia das organizações. In R. L. Ruas, C. S. Antonello, L. H. Boff (Orgs.), Aprendizagem organizacional e competências (pp. 34-54). Porto Alegre, RS: Bookman. , Godoy and D'Amélio (2012) define managerial competencies as a set of capacities built and developed by managers, which, when articulated and mobilized in the face of needs or challenges, enable the achievement of business strategies and the consequent organizational sustainability. This set of competencies is also understood as a fundamental instance in change processes, in addition to integrating and mobilizing other organizational competencies, whether essential, functional or individual ( Fleury & Fleury, 2001)Fleury, A. C. C., Fleury, M. T. L. (2001). Estratégias empresariais e formação de competências: um quebra-cabeça caleidoscópico da indústria brasileira (2a ed.). São Paulo, SP: Atlas. .

Given the new initiatives aimed at the modernization of the State, which are based on management assumptions for results and adoption of management instruments typical of large private organizations, it is necessary to change the profile of public managers based on the development of competencies that contribute to the achievement of their organizations results ( Ésther, 2011Ésther, A. B. (2011). As competências gerenciais dos reitores de universidades federais em Minas Gerais: a visão da alta administração. Cadernos EBAPE.BR , 648-667. Retrieved from http://bit.ly/3tOfQ2Y
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; Skorková, 2016Skorková, Z. (2016). Competency models in public sector. Procedia – Social and Behavioral Sciences , 230 (12), 266-234. doi:10.1016/j.sbspro.2016.09.029 ). However, the powers required by a public manager are more complex than those required of private sector managers, since the public context encompasses a large number of actors who have diffuse and contradictory interests, and it is up to the manager to balance these interests for the public good ( Pacheco, 2002Pacheco, R. S. (2002). Mudanças no perfil dos dirigentes públicos no Brasil e desenvolvimento de competências de direção. Article presented at 7th Congreso Internacional del CLAD sobre la Reforma del Estado y de la Administración Pública, Lisboa. ; Salles & Villardi, 2017Salles, M. A. S. D., Villardi, B. Q. (2017). O desenvolvimento de competências gerenciais na prática dos gestores no contexto de uma Ifes centenária. Revista do Serviço Público , 68 (2), 467-492. doi:10.21874/rsp.v68i2.795 ).

Among the various national and international studies conducted in the last decade, it was identified that those that address managerial competencies deal with: influences of contextual aspects on competencies (Barbosa, Mendonça & Cassundé, 2016; Lan & Hung, 2018)Lan, M. T. L., Hung, T. H. (2018). The leadership competency in vietnam public administration. Organizations and markets in emerging economies , 9 (17), 8-20. doi:10.15388/omee.2018.10.00001 ; relationship of the managerial competencies construct with other variables ( Brandão et al., 2012Brandão, H. P., Borges-Andrade, J. E., Guimarães, T. A. (2012). Desempenho organizacional e suas relações com competências gerenciais, suporte organizacional e treinamento. Revista de Administração USP, 47 (4), 523-539. doi:10.5700/rausp1056 ; Bucur, 2013Bucur, I. (2013). Managerial Core Competencies as Predictors of Managerial Performance, on Different Levels of Management. Procedia-Social and Behavioral Sciences , 78, 365-369. doi:10.1016/j.sbspro.2013.04.312 ; Cassol, Cintra, & Ruas, 2016; Freitas, Montezano, & Odelius, 2019; Lara & Salas-Vallina, 2017Lara, F. J., Salas-Vallina, A. (2017). Managerial competencies, innovation and engagement in SMEs: The mediating role of organisational learning. Journal of Business Research , 79 , 152-160. doi:10.1016/j.jbusres.2017.06.002 ; Trivellas & Reklits, 2014Trivellas, P., Reklits, P. (2014). Leadership competencies profiles and managerial effectiveness in Greece. Procedia Economics and Finance , 9 , 380-390. doi:10.1016/S2212-5671(14)00039-2 ; Verle et al., 2014)Verle, K., Markic, M., Kodric, B., Zoran, A. G. (2014). Managerial competencies and organizational structures. Industrial Management & Data Systems , 114 (6), 922-935. doi:10.1108/IMDS-01-2014-0019 ; identification of management skills relevant to specific sectors ( Ésther, 2011Ésther, A. B. (2011). As competências gerenciais dos reitores de universidades federais em Minas Gerais: a visão da alta administração. Cadernos EBAPE.BR , 648-667. Retrieved from http://bit.ly/3tOfQ2Y
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; Gloria Jr. et al, 2014; Liang, Howard, Leggat, & Bartram, 2018; Salles & Villardi, 2017Salles, M. A. S. D., Villardi, B. Q. (2017). O desenvolvimento de competências gerenciais na prática dos gestores no contexto de uma Ifes centenária. Revista do Serviço Público , 68 (2), 467-492. doi:10.21874/rsp.v68i2.795 ; Surdiman et al., 2019)Surdiman, I., Siswanto, J., Monang, J., Aisha, A. N. (2019). Competencies for effective public middle managers. Journal of Management Development, 38 (5), 421-439. doi:10.1108/JMD-12-2018-0369 ; comparison between the levels of competence demonstrated by public and private managers ( Pillay, 2008Pillay, R. (2008). Managerial competencies of hospital managers in South Africa: a survey of managers in the public and private sectors. Human Resources for Health , 6 (4), 1-7. doi:10.1186/1478-4491-6-4 ; Chong, 2013)Chong, E. (2013). Managerial competencies and career advancement: A comparative study of managers in two countries. Journal of Business Research , 66 (3), 345-353. doi:10.1016/j.jbusres.2011.08.015 , technicians or politicians ( Losada & Esteve, 2018)Losada, C., Esteve, M. (2018). Management Roles in Political and Senior Civil Servant Positions: A Multiple-Study Approach. International Public Management Journal , 21 (5), 850-876. doi:10.1080/10967494.2017.1418772 and different professional formations (Godoy & D'Amélio, 2012); development of MC scales for different contexts ( Brandão et al., 2010Brandão, H. P, Borges-Andrade, J. E., Freitas, I. A., & Vieira, F. T. (2010). Desenvolvimento e estrutura interna de uma escala de competências gerenciais. Psicologia: Teoria e Pesquisa , 26 (1),171-182. doi:10.1590/S0102-37722010000100019 ; Bündchen et al., 2011Bündchen, E., Rossetto, C. R., Silva, A. B. (2011). Competências gerenciais em ação – caso do Banco do Brasil. Revista Eletrônica de Administração , 17 (2), 396-423. doi:10.1590/S1413-23112011000200004 ; Comin, Severo, Dall Agnol, Medeiros, & Guimarães, 2017; Freitas & Odelius, 2017Freitas, P. F. P., Odelius, C. C. (2017). Escala de competências gerenciais em grupos de pesquisa. Revista de Administração FACES , 16 (4), 45-65. doi:10.21714/1984-6975FACES2017V16N4ART4134 ; Santos, 2014)Santos, A. P. (2014). Competências para a carreira de gestores governamentais: desenvolvimento e evidências de validade de uma escala. Revista de Gestão , 21 (1), 27-41. doi:10.5700/rege517 ; in addition to more theoretical studies aimed at understanding the concept or its different classifications ( Freitas & Odelius, 2018)Freitas, P. F. P., Odelius, C. C. (2018). Competências gerenciais: uma análise de classificações em estudos empíricos. Cadernos EBAPE.BR , 16 (1), 45-65. doi:10.1590/1679-39515947 .

The national literature on MC in the public sector indicates a predominance of empirical research aimed at managers of public universities ( Barbosa et al., 2016Barbosa, M. A. C., Mendonça, J. R. C., Cassundé, F. R. S. A. (2016). A interação entre o papel de professor-gestor e competências gerenciais: percepções dos professores de uma universidade federal. Organizações em contexto, 12 (23), 287-325. Retrieved from https://bit.ly/2NHKbAS
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; Barbosa, Paiva, & Mendonça, 2018; Ésther, 2011Ésther, A. B. (2011). As competências gerenciais dos reitores de universidades federais em Minas Gerais: a visão da alta administração. Cadernos EBAPE.BR , 648-667. Retrieved from http://bit.ly/3tOfQ2Y
http://bit.ly/3tOfQ2Y...
; Fleck & Pereira, 2011Fleck, C. F., Pereira, B. A. D. (2011). Professores e gestores: análise do perfil das competências gerenciais dos coordenadores de pós-graduação das Instituições Federais de Ensino Superior (IFES) do RS, Brasil. Organizações & Sociedade , 18 (57), 285-301. doi:10.1590/S1984-92302011000200005 ; Salles & Villardi, 2017)Salles, M. A. S. D., Villardi, B. Q. (2017). O desenvolvimento de competências gerenciais na prática dos gestores no contexto de uma Ifes centenária. Revista do Serviço Público , 68 (2), 467-492. doi:10.21874/rsp.v68i2.795 and public banks, more specifically, Banco do Brasil ( Brandão et al., 2010Brandão, H. P, Borges-Andrade, J. E., Freitas, I. A., & Vieira, F. T. (2010). Desenvolvimento e estrutura interna de uma escala de competências gerenciais. Psicologia: Teoria e Pesquisa , 26 (1),171-182. doi:10.1590/S0102-37722010000100019 ; Brandão et al., 2012Brandão, H. P., Borges-Andrade, J. E., Guimarães, T. A. (2012). Desempenho organizacional e suas relações com competências gerenciais, suporte organizacional e treinamento. Revista de Administração USP, 47 (4), 523-539. doi:10.5700/rausp1056 ; Bündchen et al., 2011)Bündchen, E., Rossetto, C. R., Silva, A. B. (2011). Competências gerenciais em ação – caso do Banco do Brasil. Revista Eletrônica de Administração , 17 (2), 396-423. doi:10.1590/S1413-23112011000200004 . It was also possible to identify a survey in the public security sector (Gloria Jr. et al., 2014), another one aimed at managers of two Brazilian states (Oliveira, Santa'anna, & Vaz, 2010) and one referring to the judiciary (Cassundé, Barbosa, & Souza, 2017).

From the analysis of national studies, it is perceived that most of the studies were aimed at identifying the managerial competencies necessary for each context and only Brandão et al. (2012)Brandão, H. P., Borges-Andrade, J. E., Guimarães, T. A. (2012). Desempenho organizacional e suas relações com competências gerenciais, suporte organizacional e treinamento. Revista de Administração USP, 47 (4), 523-539. doi:10.5700/rausp1056 proposed to verify the relationship of the construct with other variables. Their results indicate that the variety of managerial competencies classifications is also observed in public sector studies and also that are similarities between competencies considered necessary to managers whether in the public or private sectors, such as holistic vision, planning, strategic guidance, team management, communication, conflict management, among others. However, corroborating the notes of Ésther (2011)Ésther, A. B. (2011). As competências gerenciais dos reitores de universidades federais em Minas Gerais: a visão da alta administração. Cadernos EBAPE.BR , 648-667. Retrieved from http://bit.ly/3tOfQ2Y
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, it is still possible to identify a set of competencies that is more aligned with the public reality: the "political skill", which includes the perception of actors and interdependencies existing in the functioning of the public machine; "legal knowledge", which includes not only theoretical knowledge, but also the adherence of the manager and his team to the laws, regulations and procedures established for the exercise of their function; and the "rationalization of scarce resources", which may demonstrate a lower availability of resources in the sector or even a greater difficulty in managing these resources due to bureaucracies of internal processes or budgetary constraints. Similarly, aspects such as "self-development", "career management" and those focused on concern with their own employability are more consistent with the reality of managers of private organizations.

On the other hand, the analysis of the international literature on MC in the public sector indicates a greater number of studies that relate or compare competencies with other variables, besides investigating the influence of the context on the manifestation of these competencies. Chong (2013)Chong, E. (2013). Managerial competencies and career advancement: A comparative study of managers in two countries. Journal of Business Research , 66 (3), 345-353. doi:10.1016/j.jbusres.2011.08.015 , when examining the skills and performance of British private sector managers and public managers in Singapore, concluded that MC are similar in importance despite cultural differences, but differences occur depending on the public or private environment of organizations, as highlighted by Ésther (2011)Ésther, A. B. (2011). As competências gerenciais dos reitores de universidades federais em Minas Gerais: a visão da alta administração. Cadernos EBAPE.BR , 648-667. Retrieved from http://bit.ly/3tOfQ2Y
http://bit.ly/3tOfQ2Y...
considering the Brazilian context. According to Chong (2013)Chong, E. (2013). Managerial competencies and career advancement: A comparative study of managers in two countries. Journal of Business Research , 66 (3), 345-353. doi:10.1016/j.jbusres.2011.08.015 , the ability to analyze problems, write logically and succinctly and present ideas convincingly are valuable competencies in the public sector. In turn, Noordegraaf (2000)Noordegraaf, M. (2000). Professional Sense-Makers: Managerial Competencies Amidst Ambiguity. International Journal of Public Sector Management , 13 (4), 319-332. doi:10.1108/09513550010350292 points out that a competent public manager is the one capable of operating successfully in an unstable environment due to political situations.

Lan and Hung (2018)Lan, M. T. L., Hung, T. H. (2018). The leadership competency in vietnam public administration. Organizations and markets in emerging economies , 9 (17), 8-20. doi:10.15388/omee.2018.10.00001 summarized the competencies of Vietnam's public administration leaders into four categories: regional competencies (required by the public administration context of the country); professional skills (job orientation); people management skills (relationship orientation) and self-development skills (orientation to change and orientation to diversity). The results showed that managers perceive the strong impact of the local context on their performance, since the category "Regional context" was considered as the most important one, encompassing the aspects inherent to the knowledge of culture, strategies and policies for local development. Within the scope of competencies itself, change management was the item that received the highest importance evaluation, indicating the concern and awareness of managers regarding the changes in the sector and its need for adaptability.

Bucur (2013)Bucur, I. (2013). Managerial Core Competencies as Predictors of Managerial Performance, on Different Levels of Management. Procedia-Social and Behavioral Sciences , 78, 365-369. doi:10.1016/j.sbspro.2013.04.312 , in turn, identified differences between performance predictor competencies depending on the level of complexity of the managerial function (top, intermediate or operational), indicating those of greatest importance for each of them: top managers (influence and collaboration, strategic thinking, learning, motivation and capacity of self-assessing his/her learning), intermediate managers (influence and collaboration, strategic thinking, team management and transformational leadership) and operational managers (team management). Thus, the higher the level of complexity, the more important the learning competence is and the lower the level of complexity, the more important the team management competence happens to be.

Finally, Losada and Esteve (2018)Losada, C., Esteve, M. (2018). Management Roles in Political and Senior Civil Servant Positions: A Multiple-Study Approach. International Public Management Journal , 21 (5), 850-876. doi:10.1080/10967494.2017.1418772 , in an empirical study with Spanish public managers, demonstrated that there are unquestionable differences between "technical" and "political" managers in the act of their managerial roles. While the political manager contributes fundamentally to the development of policies and strategies and the creation of an environment favorable to their implementation, the technical manager seems to focus on improving resource management so that policies are actually implemented. The results reinforce that, the management roles of "liaison" (interpersonal skills) and "spokesperson" (external disseminator of information), defined by Mintzberg (1989)Mintzberg, H. (1989). Mintzberg on Management: Inside our Strange World of Organizations . Nova York: The Free Press. , are significantly more important for political managers than they are for technical managers, demonstrating that the field of action of political managers encompasses not only their organizational unit, but a much more dynamic social system that includes places in which the manager has no formal authority. In view of the results found, the authors reinforce the importance of considering these differences in the development of human resources policies (for example, the "tradition" of some government systems that invest in the development of technical managers to assume political roles to avoid failures and increase performance for both technicians and politicians).

In view of the presentation of empirical research that reinforces the importance of MC study in the public sector in Brazil and abroad, as well as the identification of variables that may interfere in the manifestation of these competencies and in the efficiency gain in the public sector, the existing models and scales that supported the elaboration of the research instrument, the object of this study, will be analyzed.

Models and scales of Managerial Competencies

The diversity of concepts about competencies is also perceived in the numerous categorizations present in studies on managerial competencies. The seminal studies on the skills of the administrator developed by Katz (1955)Katz, R. L. (1955). Skills of an effective administrator. Harvard Business Review, 33(1), 33-42. , for example, already categorized management skills into three distinct blocks: technical, human and conceptual. Fleury and Fleury (2001)Fleury, A. C. C., Fleury, M. T. L. (2001). Estratégias empresariais e formação de competências: um quebra-cabeça caleidoscópico da indústria brasileira (2a ed.). São Paulo, SP: Atlas. also proposed a categorization in three dimensions: business, technical and social competencies. More recently, Quinn, Faerman, Thompson and McGrath (2003) presented a competencies model based on management roles that are associated with four organizational models: role of director and producer (rational goals model), role of monitor and coordinator (internal process model), role of mentor and facilitator (human relations model) and role of negotiator and innovator (open systems model). Another model was developed by Yukl (2010), which subdivides the skills/characteristics of the leadership profile into two main constructs: managing work and managing relationships. Cripe and Mansfield (2003)Cripe, E. J., Mansfield, R. S. (2003). Profissionais disputados . Rio de Janeiro, RJ: Campus. , in turn, used three categories: relationship skills with people, business-related skills and self-management skills. Morhman and Worley (2009) subdivide MC into: allocate resources, manage staff and contribute to the strategy.

The recent literature review conducted by Freitas and Odelius (2018)Freitas, P. F. P., Odelius, C. C. (2018). Competências gerenciais: uma análise de classificações em estudos empíricos. Cadernos EBAPE.BR , 16 (1), 45-65. doi:10.1590/1679-39515947 identified the MC classifications present in empirical studies, pointing out that the Quinn Model was the most recurrent, besides indicating a set with the ten most frequent MC categories in the other studies analyzed (orientation to results; ability with people and teams; leadership, coordination and motivation; ability with changes; communication; planning; attitudes and values; knowledge management; knowledge and technical skills; and organization and control). The variety of categorizations may be related to different organizational profiles that require distinct management characteristics and competencies adaptable to multiple contexts ( Oderich, 2005Oderich, C. (2005). Gestão de competências gerenciais: noções e processos de desenvolvimento. In R. L. Ruas, C. S. Antonello, L. H. Boff (Orgs.), Os novos horizontes da gestão: aprendizagem organizacional e competências (pp. 88-115). Porto Alegre, RS: Bookman. ).

When comparing the realities of public and private organizations, the need to adapt to the context becomes even more visible, since the existence of complex and often ambiguous public sector objectives may require from their managers a differentiated logic of action ( Ésther, 2011Ésther, A. B. (2011). As competências gerenciais dos reitores de universidades federais em Minas Gerais: a visão da alta administração. Cadernos EBAPE.BR , 648-667. Retrieved from http://bit.ly/3tOfQ2Y
http://bit.ly/3tOfQ2Y...
), in addition to the adoption of methods of description and evaluation of competencies more consistent with their reality ( Camões & Meneses, 2016Camões, M. R. S., Meneses, P. P. M. (2016). Gestão de pessoas no Governo Federal: análise a partir da implementação da Política Nacional de Desenvolvimento de Pessoas . Brasília, DF: Fundação Escola Nacional de Administração Pública. Retrieved from https://bit.ly/3cdFSXJ
https://bit.ly/3cdFSXJ...
). Thus, considering the competencies as dependent on the context they are inserted, Freitas and Odelius (2018)Freitas, P. F. P., Odelius, C. C. (2018). Competências gerenciais: uma análise de classificações em estudos empíricos. Cadernos EBAPE.BR , 16 (1), 45-65. doi:10.1590/1679-39515947 suggest the realization of empirical studies capable of evidencing basic, transversal or common MC of distinct research locus in order to "simplify or guide the diagnoses of MC, providing that future studies focus on mapping the specific and peculiar behaviors of the research locus studied" ( Freitas & Odelius, 2018, pFreitas, P. F. P., Odelius, C. C. (2018). Competências gerenciais: uma análise de classificações em estudos empíricos. Cadernos EBAPE.BR , 16 (1), 45-65. doi:10.1590/1679-39515947 , p. 46).

The national literature review identified five studies that proposed to develop and validate scales of managerial competences in various research locus, being only one in the context of private organizations: Comin et al. (2017)Comin, L. C., Severo, E. A., Dall Agnol, C. F., Medeiros, L. S., & Guimarães, J. C. F. (2017). Competências gerenciais: uma perspectiva dos gestores das empresas do agronegócio. Perspectivas em Gestão & Conhecimento , 7 (1), 228-243. doi:10.21714/2236-417X2017v7n1p228 and Brandão et al. (2010)Brandão, H. P, Borges-Andrade, J. E., Freitas, I. A., & Vieira, F. T. (2010). Desenvolvimento e estrutura interna de uma escala de competências gerenciais. Psicologia: Teoria e Pesquisa , 26 (1),171-182. doi:10.1590/S0102-37722010000100019 identified the relevant competencies to managers of Banco do Brasil and the categorization of competencies occurred according to the six perspectives of the bank’s management model evaluation (strategy and operations, economic result, customers, organizational behavior, internal processes and society); Fleck and Pereira (2011)Fleck, C. F., Pereira, B. A. D. (2011). Professores e gestores: análise do perfil das competências gerenciais dos coordenadores de pós-graduação das Instituições Federais de Ensino Superior (IFES) do RS, Brasil. Organizações & Sociedade , 18 (57), 285-301. doi:10.1590/S1984-92302011000200005 , based on the theoretical model proposed by Yukl (1998), addressed competencies for course coordinators of higher education institutions covering 20 items such as "In the definitions of schedule for semester/year, activities/tasks are defined according to the priorities and objectives of the course"; Santos (2014)Santos, A. P. (2014). Competências para a carreira de gestores governamentais: desenvolvimento e evidências de validade de uma escala. Revista de Gestão , 21 (1), 27-41. doi:10.5700/rege517 studied the career of Specialists in Public Policy and Government Management, resulting in 38 competencies grouped into five factors, being Public Policies and Improvement of Public Management, Interpersonal Relationship and Professional Behavior, Management Skills, Support to the Formulation of Public Policies and Instruments and Work Support. In this case, the fact that there is a specific factor for "managerial skills" shows that the instrument brings characteristics that go beyond the managerial function, translating the specific reality of professionals who work in the management career and not necessarily leadership; Comin et al. (2017)Comin, L. C., Severo, E. A., Dall Agnol, C. F., Medeiros, L. S., & Guimarães, J. C. F. (2017). Competências gerenciais: uma perspectiva dos gestores das empresas do agronegócio. Perspectivas em Gestão & Conhecimento , 7 (1), 228-243. doi:10.21714/2236-417X2017v7n1p228 relied on Quinn's model to identify 19 items of competencies in agribusiness companies, which were divided into six factors called dimensions: hierarchical, innovative, behavioral, managerial, dynamic, communicative; and, finally, Freitas and Odelius (2017)Freitas, P. F. P., Odelius, C. C. (2017). Escala de competências gerenciais em grupos de pesquisa. Revista de Administração FACES , 16 (4), 45-65. doi:10.21714/1984-6975FACES2017V16N4ART4134 emphasized managerial competencies in the context of research groups, totaling 50 items distributed in two factors: People Management and Research Results and Fundraising and People.

Being presented the concepts of managerial competencies, their particularities in the context of public organizations and the diversity of classifications present in theoretical and empirical studies, the following section addresses the research methods used in this research.

Method

The research used qualitative and quantitative techniques to develop and present evidence of a Managerial Competencies scale, applying a cross-sectional survey design (Hair Jr., Babin, Money & Samouel, 2005; Creswell, 2013)Creswell, J. W. (2013). Research design: Qualitative, quantitative, and mixed methods approaches . Newbury Park: Sage publications. . Next, we present the procedures adopted for the construction of the items, the stages of theoretical and semantic validation ( Pasquali, 2010)Pasquali, L. (2010). Testes referentes a construto: teoria e modelo de construção. In L. Pasquali (Org.), Instrumentação psicológica: fundamentos e práticas (pp. 165-198). Porto Alegre, RS: Artmed. , as well as the procedures adopted for data collection and analysis, which allowed exploratory factor analysis.

Preparation of the instrument

Based on the literature review, and in view of the already discussed diversity of classifications present in MC studies, we opted for content analysis with later categorization ( Bardin, 2011Bardin, L. (2011). Análise de conteúdo . São Paulo, SP: Edições 70. ) to build the set of competencies that based the elaboration of the instrument. Content analysis was performed individually by one of the authors of this study and both theoretical and empirical research and both public ( Amaral, 2006Amaral, H. K. (2006). Desenvolvimento de competências de servidores na administração pública brasileira. Revista do Serviço Público , 57 (4), 549-563. doi:10.21874/rsp.v57i4.211 ; Brandão et al., 2010Brandão, H. P, Borges-Andrade, J. E., Freitas, I. A., & Vieira, F. T. (2010). Desenvolvimento e estrutura interna de uma escala de competências gerenciais. Psicologia: Teoria e Pesquisa , 26 (1),171-182. doi:10.1590/S0102-37722010000100019 ; Bündchen et al., 2011Bündchen, E., Rossetto, C. R., Silva, A. B. (2011). Competências gerenciais em ação – caso do Banco do Brasil. Revista Eletrônica de Administração , 17 (2), 396-423. doi:10.1590/S1413-23112011000200004 ; Ésther, 2011Ésther, A. B. (2011). As competências gerenciais dos reitores de universidades federais em Minas Gerais: a visão da alta administração. Cadernos EBAPE.BR , 648-667. Retrieved from http://bit.ly/3tOfQ2Y
http://bit.ly/3tOfQ2Y...
; Freitas & Odelius, 2017Freitas, P. F. P., Odelius, C. C. (2017). Escala de competências gerenciais em grupos de pesquisa. Revista de Administração FACES , 16 (4), 45-65. doi:10.21714/1984-6975FACES2017V16N4ART4134 ; Gloria Jr. et al., 2014; Santos, 2014Santos, A. P. (2014). Competências para a carreira de gestores governamentais: desenvolvimento e evidências de validade de uma escala. Revista de Gestão , 21 (1), 27-41. doi:10.5700/rege517 ; Oliveira et al., 2010)Oliveira, F.B., Sant’Anna, A. S., & Vaz, S. L. (2010). Liderança no contexto da nova administração pública: uma análise sob a perspectiva de gestores públicos de Minas Gerais e Rio de Janeiro. Revista de Administração Pública , 44 (6), 1453-1475. doi:10.1590/S0034-76122010000600009 and private contexts ( Cardoso, 2009Cardoso, A. L. J. (2009). Percepções de gestores sobre competências gerenciais em diferentes contextos: estabilidade e mudança organizacional. REBRAE Revista Brasileira de Estratégia, 2 , 147-169. Retrieved from https://bit.ly/3f3ZGhX
https://bit.ly/3f3ZGhX...
; Comin et al., 2017Comin, L. C., Severo, E. A., Dall Agnol, C. F., Medeiros, L. S., & Guimarães, J. C. F. (2017). Competências gerenciais: uma perspectiva dos gestores das empresas do agronegócio. Perspectivas em Gestão & Conhecimento , 7 (1), 228-243. doi:10.21714/2236-417X2017v7n1p228 ; Godoy & D’Amélio, 2012). were considered.

Initially, the constitutive and operational definitions of the main MC models identified in the literature review were analyzed: Brandão et al. (2010)Brandão, H. P, Borges-Andrade, J. E., Freitas, I. A., & Vieira, F. T. (2010). Desenvolvimento e estrutura interna de uma escala de competências gerenciais. Psicologia: Teoria e Pesquisa , 26 (1),171-182. doi:10.1590/S0102-37722010000100019 ; Fleury e Fleury (2001)Fleury, A. C. C., Fleury, M. T. L. (2001). Estratégias empresariais e formação de competências: um quebra-cabeça caleidoscópico da indústria brasileira (2a ed.). São Paulo, SP: Atlas. ; Katz (1955)Katz, R. L. (1955). Skills of an effective administrator. Harvard Business Review, 33(1), 33-42. e Mohrman e Worley (2009)Mohrman, S. A., Worley, C. G. (2009). Dealing with rough times: A capabilities development approach to surviving and thriving. Human Resource Management , 48 (3), 433-445. doi:10.1002/hrm.20292 . Two categories were common to all models: (a) business or conceptual competencies, which cover the capacity of strategic management, comprehension and business development; and (b) social and human skills, which encompass the development of teams, the mobilization and articulation of people. Another relevant aspect was observed in relation to the categorization of factors such as "clients" and "internal processes" which, despite being pointed out by all authors, did not present homogeneity in classifications, sometimes being presented as a competency related to strategy, sometimes related to technical skills.

Subsequently, all descriptions or attributes of management competencies identified in the studies were listed in a spreadsheet, which were ordered and regrouped by thematic proximity criterion, making the writing adjustments or removing duplicates. From this process, there were 63 descriptions of competencies subdivided into six categories (clients, strategic management, society, internal management, team management and self-development), which are presented in Table 1 .

Table 1
: List of managerial competencies according to literature review

Based on Table 1 , it is possible to verify that the categories with the highest representativeness are those that were common to the main models analyzed ("Strategic Management" and "Team Management"). The thematic similarity of the items also indicated the existence of categories aimed at "customers" and internal processes, the latter one encompassing aspects of financial management, called "internal management". The factors clients and internal processes also appear as specific categories in the classification of Brandão et al. (2010)Brandão, H. P, Borges-Andrade, J. E., Freitas, I. A., & Vieira, F. T. (2010). Desenvolvimento e estrutura interna de uma escala de competências gerenciais. Psicologia: Teoria e Pesquisa , 26 (1),171-182. doi:10.1590/S0102-37722010000100019 , thus reinforcing their importance. The category society was also evidenced, bringing elements that relate the activity of the organization and the behavior of its managers in the face of social, environmental and ethical aspects. Studies on competencies of Cheetam and Chivers (1996) also present values and ethics as a category of individual competencies. It is also worth mentioning the importance that the aspect society represents for the public sector, which is the context in which the instrument was applied. Finally, the category "self-development" grouped descriptions related to the capacity of personal motivation, innovation and initiative of managers, whose importance is corroborated by the studies of Cripe and Mansfield (2003)Cripe, E. J., Mansfield, R. S. (2003). Profissionais disputados . Rio de Janeiro, RJ: Campus. that also present self-management skills as a category of managerial competencies. These descriptions of competencies were frequently pointed out in the literature and are considered foundations for the development of other managerial competencies ( Bitencourt, 2005)Bitencourt, C. C. (2005). A gestão de competências como alternativa de formação e desenvolvimento nas organizações: uma reflexão crítica baseada na percepção de um grupo de gestores. In R. L. Ruas, C. S. Antonello, L. H. Boff (Orgs.), Os novos horizontes da gestão: aprendizagem organizacional e competências (pp. 88-115). Porto Alegre, RS: Bookman. .

The 63 MC descriptions resulting from the literature review ( Table 1 ) were submitted to the preparatory stages of semantic and theoretical evaluation by judges and pre-test ( Pasquali, 2010Pasquali, L. (2010). Testes referentes a construto: teoria e modelo de construção. In L. Pasquali (Org.), Instrumentação psicológica: fundamentos e práticas (pp. 165-198). Porto Alegre, RS: Artmed. ). The evaluation of judges, carried out by five senior researchers in the areas of administration and psychology, was based on the Method of Content Validity Index (CVI) developed by Hernández-Nieto (2002)Hernández-Nieto, R. A. (2002). Contribuiciones al análisis estatístico. Mérida: Universidad de Los Andes/IESINFO. , which evaluates criteria of language clarity, practical appropriateness and theoretical relevance of items based on scores attributed by each one of the judges. The theoretical dimension criterion was evaluated, considering the agreement of judges higher than 80% ( Pasquali, 2010Pasquali, L. (2010). Testes referentes a construto: teoria e modelo de construção. In L. Pasquali (Org.), Instrumentação psicológica: fundamentos e práticas (pp. 165-198). Porto Alegre, RS: Artmed. ).

After calculating the CVI (average of each item divided by the highest possible score), ten items were eliminated because they presented a CVI index lower than 0.8 (Cassepp-Borges, Balbinotti, & Teodoro, 2010; Hernández-Nieto, 2002)Hernández-Nieto, R. A. (2002). Contribuiciones al análisis estatístico. Mérida: Universidad de Los Andes/IESINFO. . The evaluation of the theoretical dimension resulted in the elimination of 13 other items, which demonstrated categorization divergences. The other items were maintained, 3 with category adjustments, 14 with writing adjustments and 23 in original form. The pre-test stage, performed with seven employees of the organization researched who were representatives of different educational, training and hierarchical levels, did not result in new eliminations, but only in writing adjustments of one item.

The final instrument is composed of forty descriptions of competencies, which are presented in the result section. These items had their verbal tenses adjusted to the infinitive in order to provide a better domain assessment by the respondents. The instructions of the scale asked the respondents to indicate their self-assessment of competence domain based on a Likert scale ranging from 1 (no domain) to 5 (complete domain), in addition to the possibility of answering with "Does not apply to my professional performance", since the instrument was made available to both managers and non-managers, and there could also be situations in which competence was not relevant to the reality of the manager. In addition to MC items, the questionnaire also brought a brief presentation of the research, its objectives and information about data confidentiality, and a final part in which socio-demographic and functional information was collected from the respondents.

Population and sample

The study adopted as a context the set of public companies of Technical Assistance and Rural Extension (ATER) of Brazil. ATER is considered the bridge between knowledge production and agricultural production, and acts directly with the public of family producers through public government policies, in the social, productive, environmental, infrastructure, health, education and energy aspects (Asbraer, 2014). After going through a crisis in the 1980s and 1990s, which resulted in the reduction of budget funding, reduction of staff and even extinction of some entities ( Ruas et al., 2006Ruas, E. D., Brandão, I. M. M., Carvalho, M. A. T., Soares, M. H. P., Matias, R. F., Gava, C. G., Mesones, W. G. L. P. (2006). Metodologia participativa de extensão rural para o desenvolvimento sustentável: MEXPAR . Belo Horizonte, MG: Empresa de Assistência Técnica e Extensão Rural do Estado de Minas Gerais. ), the public ATER has been reorganizing itself based on a new approach of rural extension, which emphasizes its legitimacy based on family agriculture, institutional democratization and sustainable development, in the name of environmental balance ( Caporal & Costabeber, 2004Caporal, F. R., Costabeber, J. A. (2004). Agroecologia e Extensão rural: contribuições para a promoção do desenvolvimento rural sustentável. Brasília, DF: MDA/SAF/DATER-IICA. ). Considering the reality of the people who live in rural areas, according to information collected on the websites of the institutions surveyed, the state organizations of ATER (Emateres) are organized through local offices, decentralized and distributed throughout the territory of the states and have a headquarters unit, usually located in the capitals, responsible for administrative management. In local offices, teams are generally multidisciplinary and composed of agronomists, veterinarians, domestic economists and administrative assistants, and one of these employees performs the role of office manager (Emater-DF, 2018).

Initially, in order to conduct a census research, all Brazilian state public organizations responsible for providing technical assistance and rural extension were invited to participate, presents in the 26 states and the Federal District. However, only four of these organizations presented significant amounts of responses to the research instrument. It is noteworthy that the set of employees of these four organizations totals 4,544 individuals, according to data reported by the people management sectors of each one of them.

The sampling of the research was non-probabilistic for convenience and accessibility, since it did depend on the interest of individuals in participating and answering the questionnaire (Hair Jr. et al., 2005). The questionnaire, distributed electronically through the Survey Monkey software, was accessed by 678 individuals, and 449 individuals presented complete answers. It is worth mentioning that the instrument was made available to all employees, regardless of whether they occupy management positions or not, since non-management employees could present a domain of typical management competencies, besides allowing a greater variability of the data, since a smaller MC domain is expected when compared to those who already work in management functions.

Inicial data processing

For the treatment, the data were exported to the software Statistical Package for the Social Sciences (SPSS), version 22, which allowed the initial treatment and following analyses.

Initially, analyses were performed to identify missing data (missings), and it is important to highlight that, although the instrument was constructed to avoid the absence of answers, the option "does not apply to my professional performance" was set to appear as absent data. In this sense, although 21 of the 40 items presented percentages of absent values higher than the maximum level of 10% established by Hair Jr., Black, Babin, Anderson and Tatham (2009) and Tabachinick and Fidel (2007), no item was eliminated from the scale under this justification since they corresponded to the option "does not apply" and not necessarily to the absence of answers, besides no signs of subsampling was identified for this set of missing data, being therefore random.

Subsequently, for analysis of extreme data (outliers), techniques for calculating extreme values, stem-and-leaf and boxplot diagrams were adopted, as well as the calculation of mahalanobis distance to identify possible multivariate outliers, which resulted in the exclusion of two cases (one univariate and one multivariate).

The verification of the normality assumption of the distribution was performed by histogram analysis, asymmetry coefficient and kurtosis calculations and, finally, the Kolmogorov-Smirnov test (K-S), all indicating that the data differed from the normal distribution. It should be noted, however, that the absence of normality is not considered an obstacle for exploratory factor analysis ( Pasquali, 2010Pasquali, L. (2010). Testes referentes a construto: teoria e modelo de construção. In L. Pasquali (Org.), Instrumentação psicológica: fundamentos e práticas (pp. 165-198). Porto Alegre, RS: Artmed. ).

Regarding the analysis of assumptions for performing exploratory factor analysis, aspects that confirmed the factorability of the matrix were verified: visual inspection revealed that 91.62% of the correlations are higher than 0.3, according to recommendations made by Pasquali (2010)Pasquali, L. (2010). Testes referentes a construto: teoria e modelo de construção. In L. Pasquali (Org.), Instrumentação psicológica: fundamentos e práticas (pp. 165-198). Porto Alegre, RS: Artmed. ; the determinant presented low and non-zero values; the commonalities did not present extreme values (0-1); and the calculation of the general Kaiser-Meyer-Olkin test (KMO) presented a value of 0.941, and can be interpreted as admirable, according to Hair Jr. et al., 2009.

Results

The data processing and analysis resulted in the consideration of 447 valid questionnaires, which is considered a satisfactory sample for exploratory factor analysis (EFA), since an average of 11.17 respondents was obtained for each of the forty items on the scale, which is a higher amount than the recommendations of Hair Jr. et al. (2009), which establish a minimum sample of 200 subjects and at least five respondents per item of the instrument.

Half of the respondents work in the Southeastern Region of Brazil (50.1%) and are, mostly, men (62.2%) who works in activities related to technical assistance and rural extension (57.9%). The mean age identified was 46 years and the mean time of approximately 17 years in the organization. In addition, only 5.1% of the respondents indicated that they had a high school education and 66.6% reported having postgraduate degrees, especially lato sensu (45.9%). Of the total sample, 201 respondents indicated that they worked in leadership/team management positions, representing approximately 45% of the total sample.

Exploratory factorial analysis

To define the number of factors, the eigenvalues with values equal to or greater than 1 were considered, as well as the analysis of the Scree Plot, which indicated the existence of seven possible factors, however, only the first five had a percentage of variance greater than 3%. Therefore, parallel analysis was used to indicate more accurately the number of factors to be extracted ( Laros, 2012Laros, J. A. (2012). O uso da análise fatorial: algumas diretrizes para pesquisadores. In L. Pasquali (Ed.), Análise fatorial para pesquisadores (pp. 163-193). Brasília, DF: LabPAM. ), and this parallel analysis indicated that from the fifth factor, the empirical eigenvalue became lower than the random, indicating the maximum extraction of four factors. In addition, initial extractions with three and four factors were tested in order to ensure the identification of the best structure (Hair Jr. et al., 2009), both by statistical and theoretical criteria. The final extraction with three factors was chosen, since it did fit better in the model.

Once the number of factors was defined, the dimension reduction was performed by the method of factoring the main axes (Principal Axis Factoring - PAF) with oblique rotation because it is more flexible, more realistic and represents the grouping of variables with greater precision (Hair Jr. et al., 2009). After the Promax and Oblimin rotations were tested, the Oblimin was chosen because it presented better factor loadings of the items. The criterion of minimum significance of factor loadings was established in the value of 0.3 ( Field, 2009Field, A. (2009). Descobrindo a estatística usando o SPSS-2. Porto Alegre, RS: Bookman Editora. ), which is adequate for samples greater than 350 subjects (Hair Jr. et al, 2009).

After the factors rotation, seven items had an indicative of exclusion because they had cross loadings in more than one factor with differences of less than 0.1 or items grouped into factors distinct from their theoretical conception ("Guide actions according to customer needs", "Manage projects under the responsibility of the team, monitoring activities, deadlines and resources", "Organize activities and tasks discerning between priorities and routines" , "Identify opportunities for self-development by taking advantage of them to stand out professionally", "Guide their actions in ethical conduct, being an example for the team and other employees", "Demonstrate balance to manage stress situations at work" and "Adopt measures to improve the health, well-being and quality of life of the team"). After the elimination of the items, the EFA was processed again to verify the adequacy and, with this, there was an indication of exclusion of three other items: one presented factor loading value lower than 0.3 and two showed theoretical inconsistency with the factor in which they were grouped ("Promoting the professional development of the team with training opportunities", "Stimulating the participation of employees in decision-making , valuing the contributions offered by them" and "Mobilizing the efforts of the work team, articulating them around common purposes").

Thus, of the forty items that comprised the initial MC scale, ten were excluded under the justifications already presented. Given the lack of new adjustments, the scale was now composed of thirty items divided into three factors, which were submitted to reliability analysis measured by Cronbach's Alpha, which is able to indicate how much the items are measuring the same construct ( Field, 2009Field, A. (2009). Descobrindo a estatística usando o SPSS-2. Porto Alegre, RS: Bookman Editora. ; Rozzett & Demo, 2010)Rozzett, K., Demo, G. (2010). Development and Factor Validation of the “Customer Relationship Scale” (CRS). Revista de Administração de Empresas, 50 (40), 383-395. doi:10.1590/S0034-75902010000400004 .

Table 2 presents the composition of the three factors that integrate the management competencies, eigenvalues and Cronbach's Alphas scale, calculated for each of them, the total variance explained and the items related to each factor, followed by the code that identified the hypothesized category for each item during the literature review and their respective factor loadings.

Table 2
: Managerial competencies scale after the exploratory factorial analysis

After exploratory factor analysis, the categorization of managerial competencies, initially hypothesized by a set of six categories (clients, strategic management, society, internal management, team management and self-development), began to be composed of three factors, with the nomenclatures and definitions presented in Table 3 .

Table 3
: Definition of the factors of the managerial competencies scale

Finally, for the extraction of factorial scores related to the domains of management competencies, calculated from the average of the items belonging to each factor ( Pasquali, 2010Pasquali, L. (2010). Testes referentes a construto: teoria e modelo de construção. In L. Pasquali (Org.), Instrumentação psicológica: fundamentos e práticas (pp. 165-198). Porto Alegre, RS: Artmed. ), only the respondents occupying management functions (n=201) were considered. The descriptive measures for the three factors are presented in Table 4 .

Table 4
: Descriptive analysis of the factors of the management skills scale

Discussion of the results

The three extracted factors revealed high internal consistency since all had alphas higher than 0.8, indicating that they were very reliable, according to Pasquali classification (2010). In total, the factors explain 45.9% of the variance, which, despite being less than 60%, an index recommended by Hair Jr. et al. (2009), is compatible with other behavioral science scales ( Fonseca & Porto, 2013Fonseca, A. M. O., Porto, J. B. (2013). Validação fatorial de escala de atitudes frente a estilos de liderança. Avaliação Psicológica, 12 (2), 157-166. Retrieved from https://bit.ly/3cf5NhK
https://bit.ly/3cf5NhK...
). These aspects, added to the high factor loadings of the items (all greater than 0.4), can be considered evidences of the validity of the scale.

The theoretical adequacy of the structure was also adequate, since the definitions of the categories ( Table 3 ) reinforce aspects of MC present in the literature, especially those related to the strategy/development of the business (Factor 1) and team management/human competencies (Factor 3), which were common categories to all models examined throughout the theoretical review. The findings of Freitas and Odelius (2018)Freitas, P. F. P., Odelius, C. C. (2018). Competências gerenciais: uma análise de classificações em estudos empíricos. Cadernos EBAPE.BR , 16 (1), 45-65. doi:10.1590/1679-39515947 reinforce the predominance of these categories, since "guidance for results" and "ability with people and teams" were the two management competencies with the highest incidence in the studies conducted between 2005 and 2015. The empirical identification of these categories may reinforce the existence of transversal or common competencies for the exercise of management functions despite the different research locus ( Freitas & Odelius, 2018)Freitas, P. F. P., Odelius, C. C. (2018). Competências gerenciais: uma análise de classificações em estudos empíricos. Cadernos EBAPE.BR , 16 (1), 45-65. doi:10.1590/1679-39515947 .

In an analysis of the items that compose each of the factors presented in Table 2 , it is observed that the factor Contribution to the strategy (18 items, a = 0.937) grouped the largest number of items, mainly those referring to the initial categorization of "strategic management" and "internal management". Thus, the factor encompasses the role of the manager in relation to business development and strategic management and also his role in improving internal processes with a view to the development of the organization ( Ferigotti & Fernandes, 2014Ferigotti, C., Fernandes, B. (2014). Competências gerenciais e capacidade para inovação: o caso da electrolux do brasil s/a. INMR Innovation & Management Review, 11 (1), 73-96. doi:10.5773/rai.v11i1.1060 ). The EFA indicated the exclusion of two items ("Manage projects under the responsibility of the team, monitoring activities, deadlines and resources" and "Organize activities and tasks discerning between priorities and routines") because they presented cross loadings with Factor 3. There was also the grouping of competencies "Identify organizational problems in advance, acting proactively to solve them" (SELF), "Adapt quickly in changing situations" (SELF), "Manage conflicts to maintain cohesion and harmony among employees" (TEAM) and "Give feedbacks to the team continuously" (TEAM), which can be explained to the extent that they deal with aspects considered essential for the alignment and correct organizational strategic management ( Estrada & Almeida, 2007)Estrada, R. J. S., Almeida, M. I. R. (2007). A eficiência e a eficácia da gestão estratégica: do planejamento estratégico à mudança organizacional. Revista de Ciências da Administração, 9 (19), 147-178. Retrieved from https://bit.ly/31bn4C0
https://bit.ly/31bn4C0...
.

The factor Provision of public services (8 items, a = 0.824) grouped the items related to the initial categories of "society" and "clients", and those related to "society" were those that had the highest factor loadings. The grouping can be justified to the extent that, in the public sector, society is seen as the direct customer of the services provided. Only one item was excluded from this factor during the EFA ("Guiding actions according to customer needs") because it presented cross loadings with Factor 1. The item "Seek to expand his/her knowledge through courses, seminars and studies, not only limited to your function", initially defined as belonging to the category of "self-development", was grouped to the factor, which can be justified by the influence of training in the domain of managerial competencies ( Felix, 2005Felix, C. M. R. (2005). A prática de competências gerenciais no setor público. Revista de Administração Pública , 39 (2), 255-278. Retrieved from http://bit.ly/3reetJs
http://bit.ly/3reetJs...
) that are evidenced by the behavior that employees manifest at work ( Brandão et al., 2012)Brandão, H. P., Borges-Andrade, J. E., Guimarães, T. A. (2012). Desempenho organizacional e suas relações com competências gerenciais, suporte organizacional e treinamento. Revista de Administração USP, 47 (4), 523-539. doi:10.5700/rausp1056 . The factor indicates, therefore, the adequacy of the instrument to the public reality, highlighting competencies regarding the quality of the provision of services to its customer, the society.

Finally, the Team Management factor (4 items, a = 0.808) remained composed only of items that had already been developed for this same category. Four items were excluded during the EFA ("Adopt measures to improve the health, well-being and quality of life of the team", "Promote the professional development of the team with training opportunities", "Stimulate the participation of employees in decision-making, valuing the contributions offered by them" and "Mobilize the efforts of the work team, articulating them around common purposes") due to theoretical inconsistencies or factorial loadings lower than 0.3.

The social and relationship skills with the team are unanimous when analyzing management competencies. However, the four descriptions that compose the factor show not only interpersonal skills, but also the profile of organization, delegation and guidance for achieving results, demonstrating a strong relationship with the definition of team management proposed by Morman and Worley (2009). These results may be related to the research conducted by Bucur (2013)Bucur, I. (2013). Managerial Core Competencies as Predictors of Managerial Performance, on Different Levels of Management. Procedia-Social and Behavioral Sciences , 78, 365-369. doi:10.1016/j.sbspro.2013.04.312 , which indicated differences in MC importance depending on the level of complexity of the managerial function (top, intermediate or operational), concluding that the lower the level of complexity of the function, the more important the team management competence. The structure of the identified items could therefore be more consistent with operational level management functions, but it is necessary to conduct further research capable of verifying this correlation, since the scope of this study did not include MC analysis depending on the complexity or hierarchy of positions.

Comparing the final grouping of factors with the categorization resulting from the literature review, as shown in Table 1 , it is possible to conclude that the three factors encompassed all aspects defined as relevant by the literature researched, sometimes grouping them ("strategic management" with "internal management" and "society" with "clients"), sometimes keeping them single (team management). The only category that was not relevant for the composition of a specific factor during EFA was "self-development", since its items were dispersed in the other factors and three received an indicative of exclusion. In fact, the literature already pointed out this set of competencies as the foundation for the development of other competencies ( Bitencourt, 2005Bitencourt, C. C. (2005). A gestão de competências como alternativa de formação e desenvolvimento nas organizações: uma reflexão crítica baseada na percepção de um grupo de gestores. In R. L. Ruas, C. S. Antonello, L. H. Boff (Orgs.), Os novos horizontes da gestão: aprendizagem organizacional e competências (pp. 88-115). Porto Alegre, RS: Bookman. ), which is a possible cause of the dispersion verified in the items.

The descriptive analysis of the factors ( Table 4 ) indicated that "Provision of public services" was the factor that presented the highest mean (4.15) and lower standard deviation (0.57), suggesting that, in the self-assessment performed by managers, there is homogeneity and high domain of competencies related to the promotion of sustainable regional development and the provision of public services to society. This factor also groups the item with the highest average (4.5) of the scale, which is: "Manage customer relationships based on respect, courtesy and ethics". This domain may be linked to the characteristic of the organizations surveyed and the profile of the respondents, composed of 51.2% of managers who work in the final area and provide direct care to the public. However, Brandão et al. (2010)Brandão, H. P, Borges-Andrade, J. E., Freitas, I. A., & Vieira, F. T. (2010). Desenvolvimento e estrutura interna de uma escala de competências gerenciais. Psicologia: Teoria e Pesquisa , 26 (1),171-182. doi:10.1590/S0102-37722010000100019 identified opposite results regarding the self-assessment of Banco do Brasil managers, who presented in the factor "Society" the lowest mean and highest standard deviation, suggesting the need to improve competencies "related to the promotion of sustainable regional development, socio-environmental responsibility and economic and social development of the country, or for the organization to offer greater support" ( Brandão et al. , 2010, pBrandão, H. P, Borges-Andrade, J. E., Freitas, I. A., & Vieira, F. T. (2010). Desenvolvimento e estrutura interna de uma escala de competências gerenciais. Psicologia: Teoria e Pesquisa , 26 (1),171-182. doi:10.1590/S0102-37722010000100019 , p. 180). The difference between studies may be associated with the institutional mission of organizations, since public organizations of ATER have the mission of bringing development to rural areas ( Castro, 2013)Castro, M. M. (2013). Análise da apropriação dos princípios e diretrizes pedagógicas estabelecidos na política nacional de assistência técnica e extensão rural (PNATER) do Brasil pelos extensionistas rurais da Emater-DF (Masters report). Universidad Americana de Paraguay, Assunção. , based on pillars such as family farming, institutional democratization and sustainable development with a focus on environmental balance ( Caporal & Costabeber, 2004)Caporal, F. R., Costabeber, J. A. (2004). Agroecologia e Extensão rural: contribuições para a promoção do desenvolvimento rural sustentável. Brasília, DF: MDA/SAF/DATER-IICA. . Thus, it seems natural that these managers present this group of competencies with greater mastery.

The "Team Management" factor presented similar values, that is, high mean (4.08) and reduced standard deviation (0.67). The values also indicate the homogeneity of the responses and a high degree of mastery of competencies related to the mobilization and articulation of people and teams. Finally, "Contribution to the strategy" presented a lower mean value (3.78) and maintained a reduced standard deviation (0.65), indicating the homogeneity of the answers. The factor also includes the items with lower averages of the scale: "Previously identify future changes in the business environment of the organization", with an average of 3.4; "Formulate scenarios, identifying strengths, weaknesses, threats and opportunities for the organization" and "Analyze strategic objectives, unfolding them into coherent goals for units, teams and individuals", both with an average of 3.63. These results may also be associated with the hierarchical level of managers who may not be involved with these activities. The occurrence of lower averages for the factor suggests that the managers themselves identify a domain gap of competencies related to business management, strategic alignment and improvement of organizational processes. Previous studies, conducted in the context of the Brazilian public sector, also concluded that competencies related to business development are the ones with the lowest scores when compared to other categories of managerial competencies ( Bündchen et al., 2011Bündchen, E., Rossetto, C. R., Silva, A. B. (2011). Competências gerenciais em ação – caso do Banco do Brasil. Revista Eletrônica de Administração , 17 (2), 396-423. doi:10.1590/S1413-23112011000200004 ). These results, added to the widely known importance of managers as elements of connection and strategic operationalization ( Floyd & Wooldridge, 1994)Floyd, S. W., Wooldridge, B. (1994). Dinosaurs or dynamos? Recognizing middle management’s strategic role. Academy of Management Executive , 8 (4), 47-57. , reinforce the need for greater investment in training actions and development methods of this set of management skills.

Final considerations

The study achieved its objective by developing and presenting evidence of validity for a managerial competencies scale in the context of public management. The scale revealed good statistical parameters for the extraction of three factors, which presented theoretical adequacy and high consistency indexes that corroborate its reliability: Contribution to the strategy (a = 0.937), Provision of public services (a = 0.824) and Team Management (a = 0.808). The total explained variance (45.9%), compatible with other behavioral science scales ( Fonseca & Porto, 2013Fonseca, A. M. O., Porto, J. B. (2013). Validação fatorial de escala de atitudes frente a estilos de liderança. Avaliação Psicológica, 12 (2), 157-166. Retrieved from https://bit.ly/3cf5NhK
https://bit.ly/3cf5NhK...
), also shows validity.

Considering the specific context studied, composed of state public entities of ATER (Emater) that act directly in the care and development of rural communities through the provision of free services of agricultural technical assistance and rural extension, it was possible to identify similarities and particularities between the managerial competencies demonstrated by other public managers. In a comparison with the study conducted by Brandão et al. (2010)Brandão, H. P, Borges-Andrade, J. E., Freitas, I. A., & Vieira, F. T. (2010). Desenvolvimento e estrutura interna de uma escala de competências gerenciais. Psicologia: Teoria e Pesquisa , 26 (1),171-182. doi:10.1590/S0102-37722010000100019 , for example, management competencies related to team management were common, presenting a high degree of expression/domain in both studies. On the other hand, the competencies involved in promoting regional sustainable development, represented in this study by the factor "Provision of public services", although they are on the MC list of the two sectors, obtained opposite expression/domain measures in both studies. While ATER managers indicate a greater degree of mastery for these competencies, Banco do Brasil managers indicate that they have a lower degree of mastery. Thus, it is perceived that, although both institutions belong to the public sphere, the expression of competencies by their managers presents variations depending on the context/mission of each institution.

The research, however, faced some limitations. Data collection, based exclusively on self-assessment, may have conditioned the results to individual biases, such as the halo effect or overestimated self-evaluation, possibly present in the MC domain results exposed. Furthermore, the results obtained are limited to the organizations surveyed, hindering their generalization to other organizational contexts and even to the total set of Brazilian ATER organizations, since there was, for example, no representativeness of respondents from all regions of the country.

Regarding contributions, the development of an instrument endowed with statistical validity confers greater precision and reliability to the studies of competencies developed in the field of administration. For the organizations surveyed, in particular, the scale, validated and adapted to the context, can enable the diagnosis of competencies of the people responsible for management functions, subsidizing the subsystems of people management, as the internal selection of managers, the development of evaluation programs and, especially, management training, which is pointed out as the main flaw in the management of competencies in the public sector ( Pillay, 2008Pillay, R. (2008). Managerial competencies of hospital managers in South Africa: a survey of managers in the public and private sectors. Human Resources for Health , 6 (4), 1-7. doi:10.1186/1478-4491-6-4 ; Salles & Villardi, 2017Salles, M. A. S. D., Villardi, B. Q. (2017). O desenvolvimento de competências gerenciais na prática dos gestores no contexto de uma Ifes centenária. Revista do Serviço Público , 68 (2), 467-492. doi:10.21874/rsp.v68i2.795 ).

Finally, it is recommended that future studies (a) include hetero-evaluation by superiors and subordinates in order to compare with the results obtained by self-assessment, (b) assess whether managers' personal characteristics (training level, age, gender) or functional and context characteristics of the position held in the organization and the organization itself (end-activity and middle activity, hierarchical level, technical or political requirements for filling management positions) influence the mastery of managerial competences and (c) use the scale developed here in other research contexts in order to confirm its structure, strengthen its reliability and expand the possibility of generalization.

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Publication Dates

  • Publication in this collection
    15 Sept 2021
  • Date of issue
    Apr-Jun 2021

History

  • Received
    05 Mar 2018
  • Accepted
    18 June 2020
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