Marquee Product License MAP Excel Strategic Leadership PS Leader Psychological Type Indicator DISC What is the Marquee Product License? • Six World Class Training Tools • Bundled Together For the First Time • Unbeatable Pricing • Unlimited Marketplace • Built In Training/Consulting Days • Easy Residual Income Differences in the Licenses • Self Development • Ultimate Trainer’s Resource • Marquee Product License The Unlimited Use Landscape at HRD Press and Beyond. Individual Report Prepared for Marc Case HRD Press/Training House, Inc. Amherst, Massachusetts What is MAP? • Video Based Management Assessment • 4 hour CD “Short” Version, 8 hour “Long” • Normative: Over 100,000 Managers • Full Validity/Reliability Studies • Excel Workshops Provide Skills Managerial Assessment of Proficiency Managerial Assessment of Proficiency Managerial Assessment of Proficiency Managerial Assessment of Proficiency Managerial Assessment of Proficiency Managerial Assessment of Proficiency Section I: Proficiency Profile 0% 25 50 75 100% Administrative Competencies (Managing Your Job) Time Management and Prioritizing 23.0% Setting Goals and Standards 14.0% 0.0% Planning and Scheduling Work Administrative Proficiency Score: 12.3% Communication Competencies (Relating to Others) Listening and Organizing 10.0% Giving Clear Information 18.0% 2.0% Getting Unbiased Information Communication Proficiency Score: 10.0% Supervisory Competencies (Building the Team) Training, Coaching, and Delegating 7.0% Appraising People and Performance 2.0% 10.0% Disciplining and Counseling Supervisory Proficiency Score: 6.3% Cognitive Competencies (Thinking Clearly) Identifying and Solving Problems 8.0% Making Decisions, Weighing Risk 8.0% Thinking Clearly and Analytically 77.0% Cognitive Proficiency Score: 31.0% Average Proficiency Score 14.9% Management Style Theory X - Parent Child 3.0% Theory Y - Adult Adult 0.0% Communication Response Style Empathic 9 10.0% Critical 18 99.0% Searching 21 81.0% Advising 12 18.0% Thinker 23 29.0% Intuitor 23 65.0% Sensor 27 48.0% Feeler 27 79.0% Personal Style Created for : Marc Case Page: 4 Date: 9/23/2002 Competency Scores with Narrative Explanation Time Management and Prioritizing Your Score: 23.0% Given your current position, external demands on your time may be out of your control. You have difficulty managing your time and prioritizing activities. Some things take much longer than you expect. Also, you may find it hard to control the many kinds of interruptions that keep you from getting the important things done. You may be trying to get everything done instead of getting the important things done. You are probably not aware of where your time actually goes. Setting Goals and Standards Your Score: 14.0% You have difficulty distinguishing between wishes, activities, goals, and standards. Those with whom you work need to know what goals and standards you expect of them. You are probably driven by activities more than by goals, and are likely to give assignments without getting others to work with you in spelling out the goals and standards to be met. Planning and Scheduling Work Your Score: 0.0 % You find it difficult to exert much influence over the planning and scheduling of activities at work. A variety of interruptions (crash projects, unscheduled delays, non-productive activities) make it very difficult to plan ahead. You are often forced to manage reactively (""putting out fires"") rather than proactively, which can be very frustrating. Your Composite Score is Created for : Marc Case 12.3 % Page: 6 Date: 9/23/2002 Section II - (continued) Theory X and Theory Y Management Style: Parent-Child and Adult-Adult Your Score in Theory X: 3% Your Score in Theory Y: 0% Most of the questions you responded to in MAP pertain to a competency. Some statements, however, were included as a way of assessing your values ... . the views you hold about work and workers. Two sets of values have influenced the way in which people have managed the work of others. Douglas McGregor labeled them Theory X and Theory Y and described them in his classic book, The Human Side of Enterprise. More recently the field of transactional analysis (TA) brings a new pair of terms to our understanding of these sets of values: Parent-Child (Theory X) and Adult-Adult (Theory Y). The table below makes the distinction clear: I'm OK PARENT (Theory X) ADULT Nurturing (Soft X) Judgmental (Hard X) (Theory Y) View of Self SICK CHILD (Theory X) (Theory X) I'm not OK You're not OK You're OK View of Others When we approach situations and people with the attitude that we are right and others are not (I’m OK, you’re not OK), we are operating from the PARENT state. As shown at the right, there are two kinds of parent behavior. The “nurturing” parent tends to protect subordinates, to gather them under one’s wings. This manager (the soft X) wants to be recognized as a friend. 10 Section III - Communication Response Style Scores with Narrative Explanation Communication Response Style THE NEED FOR AWARENESS A vital ingredient of effective communication is being aware of the power you have to affect how the other person(s) will respond to you. The more effectively you listen and respond to others, the more they become aware—even subconsciously—of your responsiveness. As a result, they are more likely to respond positively when your turn comes to talk. In short, your response style serves as a model for those you communicate with, and is likely to influence their response style when it’s their turn to listen. The pages that follow contain a description of the four response styles. All four were present in each of the items in the assessment. Your scores, reflecting your strength in each style, can be found on your profile in Section I. Here is a description of each style: Empathic Response (Your Score: 10% ) The empathic response is a non-judgmental reply that captures the essential theme and/or feeling expressed. This communication mode reflects a positive attitude, sorts out elements of personal value, and goes all the way in making the communication a two-way exchange. A person in this mode will listen between the lines for underlying meanings, will keep an open mind by staying out of a judgmental framework, and will focus on what would be useful to do rather than on what is wrong. This person concentrates on fostering respect, rapport, trust, and understanding. A major element of this communication style is that the empathic responder avoids the temptation to give advice. When people are given the opportunity to talk about and think through their problems, they have a better understanding of the implications of their problem and will be able to work out their own action plan. Although empathic responders avoid suggesting a solution, they can still remain a resource person who can share information when appropriate. It is important to remember that you don’t have to agree with what a person is saying to be an empathic listener. Your empathy extends to their feelings and what they might be experiencing ... . it need not extend to their actions. Critical Response (Your Score: 99% ) The critical response expresses judgment or evaluation that the other person often perceives as a put-down. This response often results from our natural tendency to judge others, either approvingly or disapprovingly. This responding style often challenges what people say and why they feel the way they do. Even though people may tell you that they want feedback and evaluation, most people do not take kindly to criticism, regardless of the spirit in which it was given. There are three unfortunate outcomes of the critical response: The other person (1) feels rejected or put down; (2) will usually retreat or “clam up;” and (3) will not have a chance to release the feelings and emotions that they need to express. We all give way to critical responses from time to time. What is important is that we know when it’s happening, and work to overcome the problems that our critical responses may create. Created for : Marc Case Page: 14 Date: 9/23/2002 Section IV - Personal Style Scores with Narrative Explanation Personal Style Assessment YOUR FOUR COMMUNICATION STYLES Four personality patterns were first recognized and researched by the Swiss psychoanalyst, Carl Jung. According to Jung, what really accounts for our personality differences is the mixture of four patterns of behavior that each of us possesses. We are all a combination of Intuitor, Thinker, Feeler, and Sensor. This mixture is genetically determined, Jung believed, and can be seen in infants at an early age. Teachers in the elementary grades have no difficulty identifying the mixture in their students. Here is what each of the four children typically looks like: Intuitor (Your Score: 65% ) The intuitor sits alone, seemingly daydreaming. In reality, he/she is forming global concepts, integrating experience in different ways, looking for meaning in each, and constantly searching to know the why behind each what. Being told that something is true is not enough; the intuitor must discover it from personal experience. Thinker (Your Score: 29% ) The thinker has a strong need to be correct. He/she demonstrates a structured and systematic approach to learning, gathering facts rather than ideas. The thinker is logical, organized, and systematic, and enjoys collecting and processing information and giving much attention to detail and precision. Feeler (Your Score: 79% ) The feeler enjoys dealing with the moods, feelings, and emotions of self and others. Learning is visceral as much as verbal. He/she is empathetic, sentimental, and in tune with the feelings of others. Feelers are more concerned with the reactions of others than with objective reality. Sensor (Your Score: 48% ) The sensor is action-oriented. He/she learns-by-doing; they who must grab the rock and hold it to know it’s real. This individual dissipates anxiety through action rather than by imagining, analyzing, or feeling. Restless, the senor is tapping feet or fingers while the mind races ahead. Although your mixture of these four behavior patterns might change slightly over time, they are inborn and relatively stable. Thus, the same characteristics that we just observed in children will be equally apparent as they grow into adults. The following chart shows some of the typical adult behavior displayed by each of the four styles. Bear in mind that there is always a risk of stereotyping, and that not all of the characteristics associated with your predominant style will apply. Created for : Marc Case Page: 17 Date: 9/23/2002 Section V - Development Priorities This report displays the 12 competencies in order of development priority from highest to lowest. Your most important development priorities are ranked from a combination of: 1. Your competency proficiency score 2. Your rating of how important the competency is in your job The lower your proficiency score and the higher your rating of importance, the higher the priority for development. This report is one method of identifying development priorities. Use this ranking as one input in creating your development plan. The length of the black bar across the two scales displays how the proficiency score and the job importance rating combine to rank the development priorities. The longer the bar, the greater the development priority. Proficiency Score Rank Competency 0 25 50 Rating of Job Importance 75 100 0 1 2 3 4 5 1 Getting Unbiased Information 2 5 2 Training, Coaching, and Delegating 7 5 3 Listening and Organizing 10 5 4 Giving Clear Information 18 5 5 Appraising People and Performance 2 4 6 Time Management and Prioritizing 23 5 7 Identifying and Solving Problems 8 4 8 Disciplining and Counseling 10 4 9 Planning and Scheduling Work 0 3 10 Making Decisions, Weighing Risk 8 3 11 Setting Goals and Standards 14 3 12 Thinking Clearly and Analytically 77 4 Created for : Marc Case Page: 22 Date: 9/23/2002 Section VI - Development Suggestions Proficiency: Getting Unbiased Information 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. As soon as the interview is over, make notes that capture the facts and feelings you’ve just uncovered. Ask open-ended questions that require more than a “yes” or “no” answer. Ask others to evaluate your listening skills and then suggest ways to improve them. Avoid thinking about your next question while your respondent is speaking. Pay full attention to what is being said. Be pleasant, positive, and non-judgmental (adult-to-adult, not parent-to-child). Before conducting an interview, write out the question and plan the sequence. Then throw your notes away. Consider proxemics (an individual’s use of space). Most manager-subordinate relationships begin in the social zone (from 4 to 12 feet) and progress to the personal zone (from 18 inches to 4 feet) after mutual trust has developed. Smaller or larger distances can make people uncomfortable. Do not show impatience while others are speaking and do not interrupt them. Eliminate barriers to listening, such as an uncomfortable environment, noise, or interruptions. Employ the “funnel technique” (i.e., start with non-directive questions, then use self-appraisal questions, then use directive questions to complete the picture). Look for gaps—what isn’t being said—and probe where necessary (e.g., “You haven’t mentioned the team’s reaction.” “They have been pretty angry.”). Maintain a slow, relaxed style when you are trying to elicit feelings or information that might be touchy (confidential, embarrassing, etc.). Since people are likely to say what they think you want to hear, try not to interject your feelings and opinions. Avoid giving them clues. Take an interpersonal communication course to develop skills for communicating one-on-one. Try to imagine yourself in the other person’s role, and anticipate how your communication is likely to be received and accepted. Use open-ended questions that keep your respondent doing most of the talking. Use probes that keep your respondent talking (e.g., “I see,” “Hmmm, that’s interesting,” “Tell me more,” “Can you elaborate,” “Really.”). Use questions like these: “What do you think?” “How did you react?” “How would you handle the situation?” “Why should we turn down their proposal?” When appropriate, conduct a group interview with 3 to 6 people. You can then cross-check to see how widespread the responses are. Also, the comments of each respondent will trigger other responses, giving you a more complete picture. When interviewing more than one person, follow a guideline and ask the same questions, so that you can compare and verify responses. When interviewing or eliciting opinions, remember that the more you get your respondent to do the talking, the more successful you’ll be. When the other person has answered your question, summarize to confirm your understanding. When you feel the other person has stopped short of giving you a complete answer, probe to get the additional information (e.g., “That’s interesting . . . Tell me more . . . What happened next? . . . How did he react?”). When your respondent has stopped answering a question, smile, nod, and pause five seconds before continuing. This gives the respondent time to add something else. Created for : Marc Case Page: 24 Date: 9/23/2002 Section VII Creating an Individual Development Plan for Styles/Values 1. What one or two actions can I take based on information about my personal style that could improve my managerial effectiveness? 2. What one or two actions can I take based on information about my communication style that could improve my managerial effectiveness? 3. What one or two actions can I take based on my Theory X and Theory Y scores that could improve my managerial effectiveness? 4. What two or three areas related to my communication style, personal style, or managerial style could I use some coaching on? Created for : Marc Case Page: 48 Date: 9/23/2002 Map/Excel Case Study Key Outcomes / Company Performance • The organization targeted to raise the “Proficiency Composite” on MAP from the 55th percentile to the 66th percentile (an increase of 20%). QUANTITATIVE SUMMARY INCREASES 55 scores increased = 74% of group The average increase was 40.36 percentile points the greatest increase was 56 percentile points 5 Case Study Pre & Post MAP Scoring Differentials Pre-Training and Post-Training MAP Scores Pre Administration Communication Supervisory Cognitive Total Styles Interactions Time Management & Prioritizing Setting Goals & Standards Planning & Scheduling Work Administrative Composite Listening & Organizing Giving Clear Information Getting Unbiased Information Communication Composite Training, Coaching, Delegating Appraising People & Performance Disciplining & Counseling Supervisory Composite Identifying & Solving Problems Making Decisions, Weighing Risk Thinking Clearly & Analytically Cognitive Composite PROFICIENCY COMPOSITE Theory X (Parent-Child) Theory Y(Adult-Adult) Empathic Critical Searching Advising Post 52 51 60 54 50 54 60 55 53 58 58 56 53 59 50 54 55 52 61 14 8 17 20 72 72 69 71 68 77 76 73 57 70 78 68 76 69 65 70 71 43 70 15 8 20 17 % Change 38% 41% 15% 34% 36% 43% 27% 33% 8% 21% 34% 21% 43% 17% 30% 30% 29% -17% 15% 6 Managerial Assessment of Proficiency Discussion Points • General Questions on MAP? • What Are MAP’s Direct Competitors? • Who Would Take MAP? • How Does Unlimited Use Effect This? • MAP’s Pricing Options… • MAP Possibilities for You? Managing to Excel Follow Up Workshops For MAP Work Effectively as a Stand Alone World Class Instructional Design Customize for Maximum Impact Strategic Leadership • Adjusting your approach to reflect employee capabilities and desires What is Strategic Leadership? • 16 “Case” Style Assessment • 30 Minute to 3 Day Possibilities • Video, Participant, Leader, Game A Strategic Role for Leaders • Employees have varied needs based on the work they are doing and what skills and attitudes they bring to it. • Strategic leadership responds to these varying needs with appropriate strategies to guide the leader’s efforts. • The leader chooses from a handful of general strategies, then uses judgment, experience, and creativity to find (many) good ways to implement the strategy depending on circumstances. What is Strategic Leader Behavior? a) b) Employee is not performing well Employee is not performing well Leader is concerned, takes action based on leadership habits or assumptions Leader evaluates the context Leader adapts actions based on needs in this context Non-strategic Outcome: Employee may not improve (Whose fault is it?) Strategic Outcome: Employee is more likely to improve. Each case response is a behavior Example: What should you do… …if employee is improving but not completely meeting quality goals yet? • Encourage him? • Remind him of objectives he hasn’t yet met? • Give him more information about quality goals? • Put him in charge of improving the results? 4 Combinations of 2 Dimensions P+ P- Relate Coach People-oriented behaviors More leadership involvement (like Relate + Instruct) Delegate Instruct Less leadership involvement on both dimensions Task-oriented behaviors T- T+ Interpreting Scores If Highest If Highest Good with employees who need support Good with employees who can take on more responsibility Relate (R) Coach (C) Good with employees who need supervision and support to improve Delegate (D) Instruct (I) Good with employees who need information and structure to learn If Lowest: Instruct Coach Relate Delegate (I) (C) (R) (D) May May May May need need need need to to to to give employees more information and structure focus on helping employees improve give more support give employees more responsibility The Instruct Strategy • Who, what, when, where, why, and how questions answered. • Directive is OK if it is instructional, not controlling. (But are there alternatives?) • Remember task capability can be limited not only by person’s skill but also by access to resources, such as…? Examples of Instruct Strategy in Action • Have a seasoned employee who knows the job well provide step-bystep instructions and watch over him for a few days. • Walk him through the software step by step, then watch and give any needed advice as he tries to do it himself. • Continue the morning meetings, just to make sure everyone gets their instructions and does the right thing every day. The Relate Strategy • Cope with attitude issues first! • Empathy alone is a powerful thing. It acknowledges others’ feelings. • Listening well is a leadership skill. • Most people respond well to helpful and considerate behavior. Do you? Examples of Relate Strategy in Action • Explain the need for the higher quality level and give them incentives to make sure they take the goals seriously. • Use the morning meetings for employee recognition and informal conversation instead of giving out assignments. • Offer him some friendly encouragement to help him feel better about the report forms, and let him know why the new form is important. Coaching for Tough Tasks • Coaching is high on both taskstructure and relational/motivational dimensions. • Most simply, this can mean a combination of Instruct and Relate actions. • You can also use planned practice activities, gradual development, and stretching, just like a good coach does. • You often need to modify the task assignments to be an effective coach. Examples of the Coach Strategy in Action • Supervise her work more closely, but also apologize and try to be encouraging. • Spend time with him going over the form and helping him fill it in, and also take advantage of the time together to learn more about how he is feeling toward his work. • Give them a break and encourage everyone to relax and get ready for another try, then stand by and have them ask you questions whenever they get confused. Delegating: The win-win strategy • Benefits leader when employee self-manages, needs less attention • Benefits employee when leader trusts him/her, encourages development • Delegation uses less attention on task and person, but not no attention! Examples of the Delegate Strategy in Action • Reduce the meetings to twice a week and have employees prepare multi-day plans that they present for discussion during those meetings (instead of your telling them what to do). • Welcome him into the group, and then let him work at a high level of responsibility with only occasional check-ins. • Give him a copy of the manual and let him have an opportunity to try learning the new program on his own. • Post the new quality goals at all workstations with instructions to achieve them by the end of the transition period. What Leadership Do They Need? Does she know how to do well? • The strategic leader selects a strategy Does she want before acting to do well? • The strategy is based on employee needs • The leader looks at two key areas of need: capabilities and attitudes Case in Point: Assessing Task and People Issues In the middle of an important project one of your team members quits. The new replacement is eager to help out, but lacks experience. Will she perform well if you.. A) Cover for him as needed & focus on helping him feel better about the situation, performance will improve on attitude does B) Show her how to do the work, and also give her extra attention & encouragement to increase motivation C) Give her more sympathy, attention, and ecouragement at first to help her with the trasition D) Show her exactly what to do, then correct her work whe3never she gets confused and approve it when she is correct. • Does the employee have the full capability to perform this task? Y/N • Does the employee have a strong desire to perform this task? Y/N How to Select the Best Strategy The Competency Model 82 Items in 24 Competencies Grouped in Five Clusters What is PS Leader? • 82 Item Competency Assessment • Measures Proficiency & Importance • Normed against 12,000+ • Online & Paper Versions Performance Skills Leader Assessment Strategic Focus Workforce Focus Change Management Coaching Technology Management Vision Personal Focus Action Orientation Workforce Diversity Flexibility HR Management Results Focused Team Leadership Role Modeling Time Management Self Development Business Focus Interpersonal Focus Budgeting Conflict Resolution Business Knowledge Interpersonal Skills Creativity Influencing Quality Centered Oral Communication Planning & Execution Writing Problem Solving About PS Leader The PS Leader measures leadership skills based on a wellresearched competency model. 24 competencies that are important for effective performance at all leadership levels. The competencies describe both what successful leaders do and the characteristics that enable them to do it-how they do it 5 Key Areas of Leadership •The PS Leader competencies were determined based on an extensive research effort with more than 12,000 supervisors, managers, and executives in both public and private sector organizations. ■ Strategic Focus: The competencies in this area relate to a leader's ability to plan for and act on changes in the business and market environment that impact current business plans and processes. ■ Business Focus: The ability to effectively plan and direct current business activities, balancing customer interests with financial requirements ■ Workforce Focus: The ability to effectively manage and direct the work of individuals or teams with whom the leader works. ■ Interpersonal Focus: The ability to effectively relate to others, either individually or in groups, and either face-to-face or in writing. ■ Personal Focus: The ability to direct him/herself, effectively manage his/her time, set a positive example, and focus on action and getting results. ONLINE REPORT OVERVIEW 1. EXECUTIVE SUMMARY Overview of Results Including: Summary Competency Averages Job Requirements Comparison 2. GAP ANALYSIS Measure of Job Strength and Training Opportunities Scored Based on Proficiency and Job Importance Determines: Top 5 Strengths Top 5 Development Needs 3. INDIVIDUAL TASK SCORES Detailed Results of Assessment Including Rater Scores 4. DEVELOPMENT SUGGESTIONS 12 Sets of Development Suggestions Per Report Competency Ranking SUMMARY COMPETENCY AVERAGES 0 1 2 3 4 5 0 1 2 3 4 5 1. Change Management 2. Visioning 3. Problem Solving and Decision Making 4. Creativity and Innovation 5. Results Focus 6. Commitment to Workforce Diversity 7. Technology Management and Application 8. Time Management 9. Influencing 10. Human Resource Management 11. Planning and Executing 12. Team Leadership Ranking Self Supervisor Direct Report Peer Scale: 5. Very High Proficiency 4. High Proficiency 3. Moderate Proficiency 2. Low Proficiency 1. No Proficiency 0. Don't Know Job Requirement Comparison JOB REQUIREMENTS COMPARISON - SELF AND SUPERVISOR 0 1 2 3 4 5 0 1 2 3 4 5 1. Change Management 2. Visioning 3. Problem Solving and Decision Making 4. Creativity and Innovation 5. Results Focus 6. Commitment to Workforce Diversity 7. Technology Management and Application 8. Time Management 9. Influencing 10. Planning and Executing 11. Human Resource Management 12. Team Leadership 13. Interpersonal Skills 14. Coaching 15. Self-Development 16. Conflict Resolution and Negotiation 17. Quality Centered 18. Flexibilty 19. Oral Communication 20. Writing 21. Role Modeling 22. Action Orientation 23. Budgeting 24. Business Knowledge Ranking Self Supervisor Scale: 5. Very High Proficiency 4. High Proficiency 3. Moderate Proficiency 2. Low Proficiency 1. No Proficiency 0. Don't Know Top 5 Strengths STRENGTHS SELF PERCEPTION You view the following areas as job strengths: 33. Uses human resources practices that promote good labor-management and employee relations (Human Resource Management) 79. Reviews and critiques others' writing in a constructive and substantive manner (Writing) 72. Fosters cooperation and teamwork among team members (Team Leadership) 3. Initiates appropriate action without being directed to do so (Action Orientation) 1. Acts decisively on own authority when timely action is needed, even in uncertain, difficult, or unpopular situations (Action Orientation) SUPERVISOR PERCEPTION Your supervisor views the following areas as job strengths: 70. Invests time and energy in self-development and growth (Self-Development) 47. Establishes policies or guidelines for the organization or program area (Planning and Executing) 62. Works persistently an agreed-upon goals despite opposition, distractions, and setbacks (Results Focus) 3. Initiates appropriate action without being directed to do so (Action Orientation) 37. Represents/promotes the organization or program to others (Influencing) DIRECT REPORT PERCEPTION Your direct report raters view the following areas as job strengths: 15. Provides constructive feedback in a timely manner (Coaching) 36. Informs management, employees, and others of program objectives and developments (Influencing) 35. Networks with key individuals or groups to accomplish goals (Influencing) 21. Identifies and understands the interests of others in the negotiation process (Conflict Resolution and Negotiation) 64. Puts priority on getting results and displays accountability for those results (Results Focus) PEER PERCEPTION Your peer raters view the following areas as job strengths: 69. Seeks and makes use of feedback on others (Self-Development) 31. Recognizes and rewards performance based on standards and organizational goals (Human Resource Management) 3. Initiates appropriate action without being directed to do so (Action Orientation) 45. Listens to others and shows understanding of what they are saying (Oral Communication) 33. Uses human resources practices that promote good labor-management and employee relations (Human Resource Management) Top 5 Development Needs DEVELOPMENT NEEDS SELF PERCEPTION You view the following areas as development needs: 18. Provides employment and development opportunities for a diverse workforce (Commitment to Workforce Diversity) 32. Takes appropriate corrective/disciplinary actions with employees (Human Resource Management) 39. Uses power, authority, and influence appropriately to achieve goals (Influencing) 48. Develops and adjusts strategic and other long-term plans (Planning and Executing) 42. Champions organizational change based upon a strategic view of the future (Change Management) SUPERVISOR PERCEPTION Your supervisor views the following areas as development needs: 41. Creates a work environment where individuals are treated equitably (Interpersonal Skills) 56. Recognizes and defines a problem or issue, gathers the data, and distinguishes between relevant and irrelevant information (Problem Solving and Decision Making) 36. Informs management, employees, and others of program objectives and developments (Influencing) 76. Ensures staff are trained and capable in new technology (Technology Management and Application) 10. Adjusts leadership style to fit a variety of situations and people (Coaching) DIRECT REPORT PERCEPTION Your direct report raters view the following areas as development needs: 52. Identifies how organizational or program results will be measured (Planning and Executing) 80. Creates a vision of the organization's future (Visioning) 65. Demonstrates a commitment to excellence in own performance, and serves as a role model to organization and employees (Role Modeling) 16. Determines employees' needs and provides opportunities for career development (Coaching) 26. Copes effectively with personal and job pressures that cause stress (Flexibilty) PEER PERCEPTION Your peer raters view the following areas as development needs: 73. Creates an environment that encourages open communication and collective problem solving (Team Leadership) 32. Takes appropriate corrective/disciplinary actions with employees (Human Resource Management) 71. Maintains technical proficiency in area of responsibility (Self-Development) 21. Identifies and understands the interests of others in the negotiation process (Conflict Resolution and Negotiation) 37. Represents/promotes the organization or program to others (Influencing) Individual Task Scores 1. Acts decisively on own authority when timely action is needed, even in uncertain, difficult, or unpopular situations Competency: Action Orientation 5 Gap: 0 Gap: 0 Gap: 0 Gap: -1.0 Current Required 4 Scale: 3 5. Very High Proficiency 4. High Proficiency 2 3. Moderate Proficiency 2. Low Proficiency 1 1. No Proficiency 0. Don't Know 0 Self Supervisor Direct Report Peer 2. Takes calculated risks to move initiatives forward Competency: Action Orientation 5 Gap: 0 Gap: -2.0 Gap: -0.5 Gap: 0.5 Current Required 4 Scale: 3 5. Very High Proficiency 4. High Proficiency 2 3. Moderate Proficiency 2. Low Proficiency 1 1. No Proficiency 0. Don't Know 0 Self Supervisor Direct Report Peer 3. Initiates appropriate action without being directed to do so Competency: Action Orientation 5 Gap: 0 Gap: 2.0 Gap: 0 Gap: 1.0 Current Required 4 Scale: 3 5. Very High Proficiency 4. High Proficiency 2 3. Moderate Proficiency 2. Low Proficiency 1 1. No Proficiency 0. Don't Know 0 Self Supervisor Direct Report Peer 4. Prepares and justifies budgets for own organization, projects, and activities Competency: Budgeting 5 Gap: 0 Gap: 0 Gap: -1.0 Gap: 0 Current Required 4 Scale: 3 5. Very High Proficiency 4. High Proficiency 2 3. Moderate Proficiency 2. Low Proficiency 1 1. No Proficiency 0. Don't Know 0 Self Supervisor Direct Report Peer Development Suggestions DEVELOPMENT NEED Provides employment and development opportunities for a diverse workforce This activity is linked to the following competency: Commitment to Workforce Diversity DEVELOPMENT ACTIVITIES: Consider the following activities to help you build your effectiveness in this area: 1. Hold diversity workshops for employees. 2. 3. Talk to an EEO counselor about how best to manage a diverse workforce. Have a discussion with your subordinates about the effects of discrimination. Ask them if it exists within the organization or department. If so, ask for ideas on how to eliminate it. 4. Examine the demographic, ethnic, and cultural profile of your work unit to see whether it reflects diversity. If it does not, examine causes and strategies for correcting the situation. 5. Familiarize yourself with the organization's Affirmative Action and EEO rules and policies. 6. In establishing hiring criteria, include enhancement of the work unit's diversity as a hiring goal. 7. Spend focused time supporting the career development of all members of your work unit. 8. Be consistent in the application of human resource management practices; any adverse management actions must be accompanied by documentation justifying the actions. 9. Consider developmental assignments for members of protected groups. 10. Participate in organizationwide activities and organizations that support the attraction, retention, and development of a diverse workforce. SUGGESTED TOPICS FOR TRAINING: Look for training programs or workshops that cover the following topics: 1. Changing demographics 2. 3. 4. 5. 6. Diversity competence skills Discrimination complaint process Diversity training Sexual harassment Career development Development Suggestions DEVELOPMENT NEED Creates a work environment where individuals are treated equitably This activity is linked to the following competency: Interpersonal Skills DEVELOPMENT ACTIVITIES: Consider the following activities to help you build your effectiveness in this area: 1. Seek feedback from peers and subordinates about their perceptions of your fairness. 2. Consider each of your employees. Decide if you have been favoring or neglecting certain ones. Extend yourself to any whom you have been taking for granted or neglecting. 3. Ask the human resource department to hold a workshop on accepting others and looking for the good in them. 4. Analyze whether you evaluate people according to their behavior or on a personal basis. 5. 6. Allow for and accept differences in the individuals who work for you. Encourage employees to come to you if they feel they are being treated unfairly. Have a suggestion box for those who hesitate to come to you in person. 7. Review the pay and rewards given to your subordinates and make sure that they are equitable. 8. Ask your employees if they feel that the input that they are giving to the organization matches the output that they are receiving. 9. Analyze whether employees are being treated inequitably if you are encountering attitude or performance problems. 10. To the extent the organization routinely conducts employee assessments of managers, examine the data for your work unit to gauge whether employees see you as a fair manager. 11. Ask another peer who is familiar with your work unit to rank order the employees in your work unit; if there are differences between the peer's rank ordering and yours, examine whether the source of these differences reflects any unfairness in your judgments. 12. Develop a pattern of managerial consistency: the same instances of poor performance should elicit the same formal reactions from you, regardless of the employee's personal circumstances. Informal discussions with each employee about the source of the performance problem are legitimate, but the performance shortfall should elicit the same formal reaction for all employees. 13. Learn the management policies of the organization. They will serve as the best framework for the equitable treatment of employees in your work unit. 14. Each action creates a precedent that must be followed in the future; if you are not willing to follow the precedent, then don't do it in the first place. 15. Whenever in doubt about choosing between two managerial reactions, think of how you would react if your manager chose one or the other of the two options. 16. Let difficult management problems sit for a little while, while you mull over the pros and cons of each action; possibly consult with peers and managers whose judgment you respect. 17. To the extent possible, establish expectations in writing, with specific measurable results that are known to all employees. When performance shortfalls occur, the defect is then clear to everyone and it is not a matter of interpretation. 18. Publicly explain your expectations of the work unit, including your vision for the unit, how you plan to operate, and your goals and timelines. 19. To sensitize yourself to management actions eliciting perceptions of unfairness, volunteer to serve on the organization's internal grievance panel. Leadership Program Discussion Points • General Questions on Leadership Programs? • What Are The Direct Competitors? • Who Would Take These Assessments? • How Does Unlimited Use Effect This? • Leadership Program Pricing Options… • Leadership Possibilities for You? Psychological Type Indicator Jungian Type Assessment Well Established Sales History In combination or as a stand-alone Psychological Type Indicator Output is Work-Focused: •Problem Solving •Conflict Handling •Job-Type Preferences •Stress Management •Team Interaction •Communication PTICERTIFICATIONWORKSHOP Team Workshop Data Functions Lens Quadrants Lens One of the Type Lenses, the Functions Lens, groups your preferences by using only the Functions, those preferences for information gathering (S and N) and for decision-making (T and F). Four combinations of Functions result: ST, SF, NF, and NT. They correspond to the columns of the type table. If your team is working on communication issues, the Functions Lens can provide important insights. For example: Your type also falls into one of the four Quadrants of the type table: IS, ES, IN, or EN. The Quadrants Lens is a useful tool when the team is dealing with change or culture issues. For example, when involved in a change: • • • • STs prefer to use proven methods of communication. SFs like to share their experience to help others. NFs prefer to communicate in creative ways. NTs like to debate challenging questions. • • • • ISs want to be careful and mindful of details. ESs want to see and discuss the practical results. INs want to work with ideas and concepts. ENs want to maximise variety. ISTJ ISFJ INFJ INTJ ISTJ ISFJ INFJ INTJ ISTP ISFP INFP INTP ISTP ISFP INFP INTP ESTP ESFP ENFP ENTP ESTP ESFP ENFP ENTP ESTJ ESFJ ENFJ ESTJ ESFJ ENFJ ENTJ © Worldwide Centre for Organisational Development, 2003 ENTJ PTICERTIFICATIONWORKSHOP Jungian Types: Problem Solving © Worldwide Centre for Organisational Development, 2003 97 Psychological Type Indicator • Keirsey Temperment Theory • Leadership Workshops • Career Orientation Workshops • Designing Workshop by “Type” • Learning Style and Type DISCstyles Most Popular Behavioral Style Assessment Versatile, Fits into Nearly Any Training Program Highly Validated Tool Gives Your Comfort Perfect Tool to Get Your Foot In The Door DISCstyles Dominant Interactive Steady Cautious DISCstyles Dominant Interactive Steady Cautious DISCstyles Personality Profile Discussion Points • General Questions on Personality Programs? • What Are The Direct Competitors? • Who Would Take These Assessments? • How Does Unlimited Use Effect This? • Personality Program Pricing Options… • Possibilities for You? Selling Points & Discussion • Succession Planning • Products They Already Use • Customization Options • Removing Limits on Training • Severe Pricing Discounts