Weaving True Colors
Through Annie’s
Project
Amy Durand
AgStar Financial Services (Farm Credit)
1
Agenda
‣ True Colors
• Blending Activity
‣ Human Resources Risk
• Blending Activity – As management exercise
• True Colors and Area of Life
• Leadership Styles
‣ Financial Risk
• Habitudes
‣ Legal Risk
• Communications Cues
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Human Resources Risk
‣ Managing Family Members as Employees using True Color and Area of Life
as a management tool.
• Managing using an employees strengths
• Setting and managing expectations
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Purpose of Blending Activity:
1. Bring the group to a level of
understanding and appreciating
differences.
2. Help participants appreciate the
various skills, talents, and
abilities each person brings to
any situation
3. To help participants apply these
concepts to their personal life.
In a nutshell: To validate
everyone. Blended Ideal.
Blending Activity
Blue
Gold
Green
Orange
Directions:
Blending Activity
Blue
Gold
Green
Orange
1. Identify ideal
2. Groups work
3. Groups Present
In a nutshell: Point out the
value of addressing the
needs of all, while
challenging, this is what we
should be doing each day in
every situation.
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Next example
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True Color & Area of Life
Contextual
Self
As a manager, can
you help shape the
“contextual self”
they give you?
Developed
Self
True
Self
True Color & Area of Life
Freedom
Social
Belonging
Core
Need
Competency
SelfActualization
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True Color & Area of Life
With
Senses
With
Materials
Intrinsic
Intelligence
With
Strategy
With
People
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True Color & Area of Life
Varied
Procedural
At
Work
Pragmatic
A Catalyst
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True Color & Area of Life
Stimulation
Security
Seeking
Problems
Roles
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True Color & Area of Life
Troubleshooter
Traditionalist
As a
manager
Visionary
Catalyst
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Leadership Styles
Expects Punctuality
Right way to do things
Follows Tradition
Rules
Detailed
Threatened by change
Takes Time
Policies, SOP, Procedures
Expects Quick Action
Assumes Flexibility
Craves Feedback
“Family Spirit”
Develops Others
Democratic
Encourages Change
Expects Development
Unstructured
Expects intelligence &
competence
Relevancy
In the here and now
Improves Systems
Performance Oriented
Visionary
Welcomes Change
Analytical
Institutes Change
Quickly
Encourages Improvement
Expects fun
Expect Follow Through
Constantly In-Process
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Financial Risk
‣ Habitudes Card Sort
• Behaviors and decisions related to saving, spending, earning, giving, debt and
investing
• Aligns well with Financial Analysis discussions
• Aligns well with True Colors
• Cards available on amazon
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Habitudes Directions:
‣
‣
‣
‣
Turn over the blue cards.
Read each statement, put it with the corresponding true statement.
Focus on the That’s Me stack. Sort by Habitude.
Prepare to interpret.
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Habitude Types
Types
What Habitudes Reflect
Security
Money helps you feel safe,
secure and in control.
Spontaneous
Money encourages you to
enjoy the moment.
Status
Money helps you present a
positive image.
Giving
Money helps you feel good by
giving to others.
Carefree
Money isn’t a priority. You just
let life happen.
Planning
Money helps you achieve your
goals.
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Legal/Institutional Risk
‣ Succession and/or Transition Planning
‣ Crucial Conversations
‣ Communications
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Communication Clues
Talk
About
• Relationships
• Significance
of…
• Future
• Bettering…
Language
• Metaphoric
• Global
• Intense
• Flowing
Behaviors
• Listen
• Reveal Truth
• Realize Ideals
• Crusade
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Communication Clues
Talk
About
•
•
•
•
Obligations
Experience
Concern
Traditions
Cautious
Comparative
Language
Factual
Detailed
Quantitative
Follow Rules
Behaviors
Accept
Authority
Avoid Wasting
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Communication Clues
Scholarly
Ideas
Talk
About
Theories
Strategies
Future
Logical
Hypothetical
Language
Qualify/
Disqualify
Deductive
Behaviors
Categorize
Progress/Vision
Design/Engineer
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Communication Clues
Talk
About
Actions
Stories
Activities
Anecdotes
Luck/Chance
Language
Colloquial
Courage/Fun
Quotes
Now/Next
Impactful
Observe cues
Behaviors
Take Risks
Negotiate
Get Response
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Amy Durand
AgStar Financial Services, ACA
Amy.Durand@agstar.com
612-418-2580
AgStar Financial Services, ACA
1921 Premier Drive
Mankato, MN 56001
866-577-1831
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