Aligning People, Performance & Strategy

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Sonata Venture Solutions:

Aligning People, Performance & Strategy

Developing strategies and measurement for

Growth

Succession Planning / Exit

Merger & Acquisition

Through strategic marketing, branding, public relations and

human capital alignment & development

Why Sonata Venture to Grow Your Business?

Experience. Expertise. Efficiency. Exacting Results.

With decades of experience in growing businesses,

our team is dedicated to your success. Whether

you’re looking to grow revenue, build a business or

take your company global working with

Sonata Venture can get you there faster

and more efficiently.

History of Predictive Index

What is the PI Behavioral Assessment?• A behavioral instrument that helps us understand how someone

responds to their environment and the people in it.

• Predicts aspects of job performance independent from knowledge, skills or abilities

So… How Do You Know it Works? • More than 2.5 million PI Behavioral Assessments annually

• Backed by scientific studies

• Over 500 validity studies that confirm the instrument’s reliability and validity

• Ongoing research and testing

Arnold DanielsCreator of the Predictive Index

Understand yourself, others & celebrate

the differences…

What do

you see in

this

image?

What does PI cover?

What areas can you assess with PI?In

clu

din

g Jo

b

Ass

essm

ents

Head. Heart. Briefcase.

Head = PI's Behavioral & Cognitive Assessments

Briefcase = Resume

Education

Knowledge

Skills

Experience

Heart = Interview

Values

Interests

What do you do, with the

whole person that shows

up the first day of work?

Predict what a person is

likely to do, rather than

what they can do

What Drives Does PI Measure?

Dominance: The drive to exert

one’s influence on people or events

Extraversion: The drive for social

interaction with other people

Patience: The drive for

consistency and stability

Formality: The drive to conform

to rules and structure

PI Breakdown: A, B, C, D and E

A/D: Comfortable w/ Risk

A/C: Proactive, takes initiative

A/B: Task-Orientated, critical thinker,

inquiring mind

Dominance: Independent, big picture

Extraversion: Private, takes time to trust

Patience: Faster than average work pace

Formality: Understands rules, clarity of

expectations

Decision’ing: Objective

Why create a Board / Team Pattern?

Why consider a Team Pattern?

1. Increase Efficiency of New Teams

2. Build Trust between Team

Members

3. Resolve Team Conflict

4. Increase Performance

5. Eliminate Underperformance

6. Increase Leadership

7. Increase Clarity

8. Eliminate Status Quo

How will DECISIONS be made?

What is the “teams” tolerance for

RISK?

How will the team

COMMUNICATE, internally to

one another and outbound?

Board Pattern

Dominance: The drive to exert one’s influence on people or events

Extraversion: The drive for social interaction with other

people

Patience: The drive for consistency and stability

Formality: The drive to conform to rules and structure

A/C- ACTION:Proactive, takes initiative

A/D- RISK: Comfortable w/ Risk

A/D- DECISION: Likely to be firm and decisive

B/C- COMMUNICATION: Quick to connect, enthusiastic and persuasive, motivating, positive communicator

A/B: Task-Orientated, critical thinker, inquiring mind

The drive for control over people & things

Low Dominance Behaviors:

• Agreeable, cooperative

• Accepting of company policies

• Seeks harmony

• Risk averse

Needs:

• Encouragement

• Supportive team environment

• Understanding supervision

• Freedom from risk decisions

High Dominance Behaviors

• Independent

• Assertive

• Challenging

• Competitive

Needs:

• Independence

• Recognition for own ideas

• Control of own activities

• Individual competition

HSMAI Board Pattern

HSMAI Board Pattern

LOW Dominance Behaviors:

• Agreeable, cooperative

• Accepting of company policies

• Seeks harmony

• Risk averse

HIGH Dominance Behaviors

• Independent

• Assertive

• Challenging

• Competitive

Needs:

• Independence

• Recognition for own ideas

• Control of own activities

• Individual competition

Needs:

• Encouragement

• Supportive team

environment

• Understanding supervision

• Freedom from risk

decisions

B HSMAI Board Pattern

The drive for social interaction and social acceptance

Low Extraversion Behaviors:

• Introspective

• Task oriented

• Matter-of-fact

• Imaginative

• Cautious around new people

Needs:

• Privacy

• Time to think

• Freedom from office politics

• Recognition for technical

achievements

High Extraversion Behaviors

• Outgoing

• Collaborative

• Optimistic, enthusiastic

• Trusting of others

• Cares about image

Needs:

• Social interaction

• Social recognition

• To build consensus

• Visible signs of position

HSMAI Board PatternBLow Extraversion Behaviors:

• Introspective

• Task oriented

• Matter-of-fact

• Imaginative

• Cautious around new people

Needs:

• Privacy

• Time to think

• Freedom from office politics

• Recognition for technical

achievements

High Extraversion Behaviors

• Outgoing

• Collaborative

• Optimistic, enthusiastic

• Trusting of others

• Cares about image

Needs:

• Social interaction

• Social recognition

• To build consensus

• Visible signs of position

C HSMAI Board Pattern

The drive for familiarity and consistency in one’s environment

Low Patience Behaviors:

• Sense of urgency

• Impatient with routines

• Fast paced; intense

• Wants things done yesterday

Needs:

• Variety

• Fast pace

• Freedom from repetition

• Ability to change priorities

High Patience Behaviors:

• Calm, patient

• Methodical, steady

• Deliberate, consistent• Comfortable with the familiar

Needs:

• Long time affiliation

• Familiar people/surroundings/work

• Stable work environment

• Freedom from changing priorities

C HSMAI Board Pattern

Low Patience Behaviors:

• Sense of urgency

• Impatient with routines

• Fast paced; intense

• Wants things done yesterday

Needs:

• Variety

• Fast pace

• Freedom from repetition

• Ability to change priorities

High Patience Behaviors:

• Calm, patient

• Methodical, steady

• Deliberate, consistent

• Comfortable with the familiar

Needs:

• Long time affiliation

• Familiar people/surroundings/work

• Stable work environment

• Freedom from changing priorities

D HSMAI Board Pattern

The drive for clarity on the rules

Low formality behaviors

• Informal, casual

• Tolerant of risk or uncertainty

• Freely delegates details

• Non-conforming, uninhibited

Needs:

• Freedom from tight controls

• Opportunity for flexible approach

• Informality

• Freedom of expression

High formality behaviors

• Protects against risk

• Diligent, precise

• Attentive to details

• Self disciplined, cautious

Needs

• To understand rules and

expectations

• Specific knowledge of the job

• Time to train and study

• Recognition for error-free work

D HSMAI Board Pattern

Low formality behaviors

• Informal, casual

• Tolerant of risk or uncertainty

• Freely delegates details

• Non-conforming, uninhibited

Needs:

• Freedom from tight controls

• Opportunity for flexible approach

• Informality

• Freedom of expression

High formality behaviors

• Protects against risk

• Diligent, precise

• Attentive to details

• Self disciplined, cautious

Needs

• To understand rules and expectations

• Specific knowledge of the job

• Time to train and study

• Recognition for error-free work

HSMAI Board Pattern – Now What?

A:C Proactive or Responsive

Influencing:

• Responding to Pressure

• Adjusting to Change

• Taking Action

• Listening

A/C is the boards “strongest” Factor

combinations: Dominance and

Patience

HSMAI Board Pattern – Now What?

A:C Proactive or Responsive

Influencing:

• Responding to Pressure

• Adjusting to Change

• Taking Action

• Listening

A/C is the boards “strongest” Factor

combinations: Dominance and

Patience

The Board’s Pattern indicates

HSMAI Board Pattern – Now What?

A/D combinations: Dominance and Formality

A:D Comfortable or Cautious with Risk

Influencing:

• Perception of Risk

• Decision Making

• Needs for Rules and

Processes

• Generalist vs. Specialist

HSMAI Board Pattern – Now What?

A/D combinations: Dominance and Formality

A:D Comfortable or Cautious with Risk

Influencing:

• Perception of Risk

• Decision Making• Needs for Rules and Processes

PI Insights

HSMAI: USING PI

As a board, it will

be important to

leverage one

another’s

strengths to

accomplish your

collective goals

Contact

Laura Meck

CEO

Sonata Venture Solutions

Sonata Signature Services I The

Launchbox I B2B Coaching | Predictive Index

Office: 443.293.7092 x812

Mobile: 443.244.3727

Fax: 443.320.9870

Lmeck@SonataVenture.com

www.SonataVenture.com

www.itsmylaunchbox.com