What is an Extraordinary Leader Customization?
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Modifying The Extraordinary Leader course materials and/or 360
assessment to align with a client’s existing or developing leadership
terminology or framework
Some considerations before you discuss a possible customization:
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Many of ZF’s top clients are using the standard EL 16 competencies
and 360 survey (AT&T, Wells Fargo, General Motors)
These clients recognize the value and advantages of ZF’s standard
Extraordinary Leader offering, which are:
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Global norms for comparison
Empirically researched survey items and competencies
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Empirically researched development guide
More flexibility in leveraging ZF’s ongoing research and product updates
The ability to fully leverage ZF’s sustainment tools
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What are Extraordinary Leader Configuration Options?
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Modifying The Extraordinary Leader survey process and materials to
more closely align with the client’s learning initiative. Examples of
configuration options are:
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Email content changes
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Respondent Type Changes and Additions
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Website/Manual Branding
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Respondent Home Page Changes
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One-time Custom Company Norm Calculation
Pricing for configuration options is ala carte based on specific need
or all-inclusive as part of a full survey set up.
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Customization Options
1.
2.
3.
4.
5.
Simple Mapping- I
Simple Mapping- II
Advanced Mapping- I
Advanced Mapping- II
Simple Framework
Customization
6. Full Framework
Customization
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Option: Simple Mapping- I
• Client has a competency model that can be
easily mapped to ZF’s 16 researched
competencies
• Participant receives ZF’s standard Participant
Manual and CCDG with no additions or
changes to those materials.
• Participant kit includes a separate handout
that outlines the competency “mapping.”
• Participant receives the standard EL 360
survey and report
• The workshop PowerPoint is updated to
include a “mapping” slide for discussion
purposes.
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Simple Mapping I - Considerations
Pros
Possible Cons
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Low priced solution- $1,250*
Utilizes ZF’s database of global norms for
researched items/competencies
Utilizes ZF’s researched CCDG
Utilizes ZF’s EL Competency Refresher
sustainment tools
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*Price assumes a minimum of two hours of SME’s
time.
Needs at least two hours of SME’s time
May be difficult for participant to make the
connections
Workshop Facilitator “Get Smart” is critical
for success
Limited Configuration Options are available
for an additional per configuration price
Minimum timeline for completion is 2 weeks
after client approved content is received
from SME.
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Option: Simple Mapping- II
• Client has a competency model that can be
easily mapped to ZF’s 16 researched
competencies
• Participant receives a participant manual
and CCDG customized to include mapping
connections within the materials. May
include adding a visual representation of the
client’s framework into the manual along
with the “mapping” connections. This
typically happens in the front of the manual
or at the beginning of Module 3.
• The workshop presentation is updated to
include a “mapping” slide for discussion
purposes.
• The participant receives the standard EL 360
survey and report.
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Simple Mapping II - Considerations
Pros
Possible Cons
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Low priced solution- $6,750*
Utilizes ZF’s database of global norms for
researched items/competencies
Utilizes ZF’s researched CCDG
Utilizes ZF’s EL Content Refresher
sustainment tools
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*Retail price for a custom manual ($5,500) and
assumes two hours of SME’s time.
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Need an hour or two of SME’s time for the
mapping.
Difficulty for participant to make the
connections
Workshop Facilitator “Get Smart” is critical
for success
Limited Configuration Options are available
as-requested for an additional per
configuration price
Minimum timeline for completion is 2 weeks
after client approved content is received
from SME
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CONFIDENTIAL, FOR INTERNAL USE ONLY, NOT TO BE SHARED WITH PROSPECTS OR CLIENTS
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Simple Mapping - Example
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Example of “Simple Mapping”
Client Competencies
Motivation and staff development
Responsibility for results
Planning
Making decisions
Team work
System approach
Strategic planning
Performance management
Effective communications
Extraordinary Leader Competencies
Inspires and Motivates Others
Builds Relationships
Develops Others
Takes Initiative
Establishes Stretch Goals
Champions Change
Collaboration and Teamwork
Solves Problems and Analyzes Issues
Develops Strategic Perspective
Drives for Results
Communicates Powerfully and Prolifically
Displays High Integrity and Honesty
Technical/ Professional Expertise
Innovates
Practices Self-Development
Connects the Group to the Outside World
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Option: Advanced Mapping- I
• The client’s competency framework maps to
ZF’s standard 16 competencies with minor
wording changes to the competency names.
These changes do not substantively alter the
meaning of the competency.
• The client would also like the option to add
additional survey questions or make
substantive changes to the survey questions
pertaining to the competency.
• Participant receives a participant manual and
CCDG customized to the client’s competency
framework.
• The workshop presentation is modified to align
with client’s competency language.
• The survey and report are also modified to
align with the client’s competency language.
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Advanced Mapping I- Considerations
Pros
Possible Cons
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Mid-priced solution, starting at $12,000 and
up*
Where possible, utilizes ZF’s database of
global norms for researched
competencies/survey items
Where possible, utilizes ZF’s researched
CCDG
All Configuration Options are available at no
additional charge
Client may elect to calculate a custom
company norm
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* Price includes $5,500 for PM customization,
$4,000 for survey setup, and assumes a
minimum of ½ day of SME’s time.
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Requires time from SME
Non-researched survey questions may not
have a global norm
Competencies containing non-researched
survey questions may not have a global norm
Tent poles containing non-researched survey
questions may not have a global norm
Workshop Facilitator “Get Smart” is critical
for success
Client looses the benefits of ZF’s EL
Competency Refresher sustainment tools
May require additional customization
efforts if client wants ELAC training or T3
sessions.
Minimum timeline for completion is 2 weeks
after client approved content is received
from SME.
CONFIDENTIAL, FOR INTERNAL USE ONLY, NOT TO BE SHARED WITH PROSPECTS OR CLIENTS
Option: Advanced Mapping- II
• The client’s competency framework maps to ZF’s
16 competencies with minor changes to the
competency names. These changes do not
substantively alter the meaning of the
competency.
• The client would like to add additional
competencies. An example of this would be a
competency such as Safety or Business Acumen.
The competencies requested are in ZF’s library of
formerly researched work.
• The client would also like to add additional survey
questions or make substantive changes to the
survey questions pertaining to the competencies.
• Participant receives a participant guide and CCDG
customized to align with the client’s competency
framework
• The workshop presentation is modified to align
with client’s competency framework.
• Participant receives a survey and report aligned
with the client’s competencies and survey items.
CONFIDENTIAL, FOR INTERNAL USE ONLY, NOT TO BE SHARED WITH PROSPECTS OR CLIENTS
Advanced Mapping II- Considerations
Pros
Possible Cons
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•
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Mid priced solution- Starting at $14,500 and
up.*
Where possible, utilizes ZF’s database of
global norms for researched
competencies/survey items
Where possible, utilizes ZF’s researched
CCDG
All Configuration Options are available at no
additional charge.
Client may elect to calculate a custom
company norm.
* Price includes $5,500 for PM customization,
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•
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$4,000 for survey setup, and assumes a
minimum of one full day of SME’s time.
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Typically requires a minimum of a full-day
from SME
Non-researched survey questions may not
have a global norm
Competencies containing non-researched
survey questions may not have a global norm
Tent poles containing non-researched survey
questions may not have a global norm
Workshop Facilitator “Get Smart” is critical
for success
Client looses the benefits of ZF’s EL
Competency Refresher sustainment tools
May require additional customization
efforts if client wants ELAC training or T3
sessions.
Minimum timeline for completion is 2 weeks
after client approved content is received
from SME.
CONFIDENTIAL, FOR INTERNAL USE ONLY, NOT TO BE SHARED WITH PROSPECTS OR CLIENTS
Example of “Advanced Mapping”
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Simple Framework Customization
• The client wants to use ZF’s standard 16
Differentiating Competencies as is- no change to
competency names, survey items, or report.
• The client would like to add additional competencies.
An example of this would be a competency such as
Safety or Business Acumen. The competencies
requested are in ZF’s library of formerly researched
work.
• The client approves the “as is” use of ZF’s researched
competency descriptions and accompanying survey
items for the additional competencies.
• Participant receives a participant guide and CCDG
customized to align with the client’s competency
framework.
• The workshop presentation is modified to align with
client’s competency framework.
• Participant receives a survey and report aligned with
include the researched competencies and their
accompanying survey items.
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Simple Framework Customization Considerations
Pros
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•
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Possible Cons
Mid priced solution- Starting at $10,750 and
up*
Utilizes ZF’s researched CCDG library
Utilizes ZF’s database of global norms for
researched competencies/survey items
All Configuration Options are available at no
additional charge
•
•
•
•
* Price includes $5,500 for PM customization,
$4,000 for survey setup, and assumes a
minimum of two hours of SME’s time
•
Requires time from SME
Workshop Facilitator “Get Smart” is critical
for success
Client looses some benefits of ZF’s EL
Competency Refresher sustainment tools
The added competencies will not have
sustainment tools
May require additional customization
efforts if client wants ELAC training or T3
sessions.
Minimum timeline for completion is 2 weeks
after client approved content is received
from SME.
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Full Framework Customization
• Client may elect to utilize ZF resources to
interview key organizational stakeholders to
assist in the development or fine-tuning of their
competency framework.
• The client’s competency framework is fully
custom. Some competencies may map to one or
more of ZF’s standard 16 and some may not. The
competencies may be in ZF’s researched library
in some form or another or they may need to be
newly researched.
• The client would like to add new survey items
and/or they may elect to use some or all of ZF’s
standard survey items.
• Participants receive a participant guide and
CCDG customized to align with the client’s
competency framework.
• The workshop presentation is modified to align
with client’s competency framework.
• Participants receive a survey and report aligned
with the client’s competencies and survey items.
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Full Framework Considerations
Pros
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•
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High priced solution- Starting at $19,000
and up.*
Client may elect to calculate a custom
company norm.
Client may elect to collect data on their
specific competencies and survey items.
All Configuration Options are available at
no additional charge.
* Price includes $5,500 for PM customization, $4,000
for survey setup, and assumes a minimum of 2
full days of SME’s time.
Possible Cons
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Requires extensive research time from SME
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Non-researched survey items will not have a
global norm
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Competencies containing non-researched
survey items will not have a global norm
•
Tent poles containing non-researched survey
questions will not have a global norm
•
Workshop Facilitator “Get Smart” is critical for
success
•
Client looses the benefits of ZF’s EL Competency
Refresher sustainment tools
•
May require additional customization efforts if
client wants ELAC training or T3 sessions.
•
Minimum timeline for completion is 2 weeks
after client approved content is received from
SME.
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Full Customization –Example
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Full Customization –Example
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EL Using Client’s 360
• Client has an existing 360 instrument
• The EL strengths-based approach is used
alongside a client’s existing 360 assessment
and report
• No EL 360 or feedback report is created.
• The client’s existing competency model may
be mapped to ZF’s 16 competencies (“Simple
Mapping I or II”) OR
• All workshop materials, including the CCDG,
is customized to match the clients
competency model being measured by the
client’s existing 360 (“Full Framework
Customization” w/out the 360)
• Client has three options to consider in this
case:
• Simple Mapping I
• Simple Mapping II
• Full Framework Customization
w/out 360 survey/report
development
• Participant’s will receive their 360 feedback
report, a custom handout (Simple Mapping I),
and standard EL Participant Manual OR
• Participant’s will receive their 360 feedback
report, a custom EL Participant Manual
(Simple Mapping II and Full Framework
Customization)
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Customization Options– EL Using Client’s 360
Pros
Cons
• The pros of the proposed solution would
apply in this case. Refer to:
• Simple Mapping I
• Simple Mapping II
• Full Framework Customization
w/out 360 survey/report
development
• The cons of the proposed solution would
apply in this case. Refer to:
• Simple Mapping I
• Simple Mapping II
• Full Framework Customization
w/out 360 survey/report
development
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EL Using Client’s 360 - Example
Key Changes
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Customization Process
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9.
Initial Scoping –Client competency model and 360 items
Proposal, Pricing, and SOW in place
Items proposed and selected via client steering committee
Research for new Competencies
Final approval of competencies and survey items
Configuration options finalized
Online Survey Set Up and Approval
Report Set Up and Approval
Participant Materials Set Up and Approval
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