Tucson Country Day School Staff Development Based … · Based on Microsoft Education Competencies...
Transcript of Tucson Country Day School Staff Development Based … · Based on Microsoft Education Competencies...
Tucson Country Day School – Staff Development
Based on Microsoft Education Competencies
Education Competencies http://www.Microsoft.com/education/competencies
Great leaders define, shape, and inspire the human experience. In a world of ideas, we are adrift
without the leaders who realize them. For this reason, effective leadership is critical to the
success of any organization. With each new student, new partner, new parent, new hire, you have
an opportunity to help your school district achieve greater success. That responsibility can be
overwhelming if you approach it haphazardly.
With preparation and planning, you can focus your efforts and make decisions that add to the
long-term health and success of your school district. If you are an administrator, teacher, student,
or parent, you can use the Education Competencies to define a job profile, assess candidate
competence, and plan for personal and professional growth.
DEFINE SUCCESS WITH COMPETENCIES
Competencies describe the functional and behavioral qualities that an individual must
possess in order to help an organization achieve success. Each role in an organization requires
a different emphasis or mix of competencies. Microsoft worked with Lominger, a leadership
development firm, to develop the Education Competencies.
Several years ago, Lominger developed Microsoft's own set of competencies that helped
Microsoft managers and employees build a successful organization. The competencies provided
Microsoft with a common framework for hiring and professional development that can be
described, discussed, and implemented with precision across a global company.
SUCCESS IN EDUCATION – REQUIRES SIX QUALITIES/SUCCESS FACTORS
Like the Microsoft competencies, the Education Competencies describe the full range of
characteristics needed to help a school district achieve its organizational goals and vision. They were developed in partnership between Microsoft, Lominger, and school leaders from
around the world.
At the core of the Education Competencies are six qualities/success factors that individuals need
in order to help school districts succeed in the 21st century.
These qualities, or success factors, are:
(1) Individual Excellence: The ability to achieve results by working effectively with others in
various circumstances.
(2) Organizational Skills: The ability to communicate by various means within different
organizational settings.
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(3) Courage: The ability to speak directly, honestly and with respect in difficult situations.
(4) Results: An emphasis on goal-oriented action.
(5) Strategic Skills: An array of skills used to accomplish focused, longer-term goals.
(6) Operating Skills: An array of skills used for daily management of tasks and relationships.
These six success factors form the organizing principle for the Education Competency Wheel, a
visual depiction of the 37 Education Competencies. The success factors make up the inner wheel
and are defined by associated competencies.
For example, the success factor Courage is defined by the competencies: Managerial Courage,
Assessing Talent, and Conflict Resolution. Those three competencies describe the attributes,
skills, behaviors, and knowledge individuals need to develop and exhibit Courage, a vital factor
for individual and organizational success.
CREATING A DEVELOPMENT PLAN WITH THE EDUCATION COMPETENCIES
Whether you are new to your job or are a long-time school district employee, you can use the
competencies to create a personal and professional development plan. Even as a parent or a
student, you become more valuable when you know your capabilities and how they can be used
to help solve problems and better serve others.
The Education Competencies can help you identify skills and behaviors you use, or could use
more effectively, to get results.
STEP 1. ASSESS YOUR CURRENT SITUATION
Locate a success profile that defines your role or function within the school district, such
as teacher or administrator. If one doesn't exist for your role, work with your supervisor
to create one. Describe your primary job responsibilities, core competencies for your role,
and the suggested proficiency level for each competency.
Assess your current proficiency level for each core competency.
Compare your current proficiency levels with the suggested proficiency level for each
competency. The difference between your actual proficiency level and the suggested
proficiency level is called the "gap." This gap analysis provides you with information
about which competencies you currently express well, and which ones you could develop
further.
STEP 2. DETERMINE HOW YOU WANT TO GROW
Are you interested in improving your performance in your current role?
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Or do you want to move into another role?
Perhaps you'd like a promotion into school administration, or perhaps a lateral move into another
teaching role. Once you identify some options for how you want to direct your career, take the
next step.
Grow in your current role. The gap analysis you conducted in step 1 should provide you
with information about skills, behaviors, and knowledge that you already possess and
express well, and those that you could improve in order to get better results in your
current role. Continue to step 3.
Move up or laterally. If you decided that you want to prepare yourself to change your role
within the school district, the next step is to perform a gap analysis between the success
profiles for your current role and the role to which you would like to move.
Identify any overlap in job responsibilities and core competencies. The more overlap that
exists, the more likely it is that you are already functioning within the scope of the job
you desire. If there are similar competencies, check to see if the suggested proficiency
levels are the same.
STEP 3. CREATE A DEVELOPMENT PLAN
Identify the gaps between your current competencies and suggested competencies. If you
are considering a new role, you will probably have new competencies to consider as well.
Self-assess your current proficiency levels for the new competencies and compare them
to the suggested proficiency levels for the new competencies.
For any gaps you notice between current and suggested proficiency levels, devise a
strategy to gain the needed experience and skills. Use the development resources to create
a plan that identifies developmental activities that you can pursue to develop your
competencies and close the gap between your current and suggested proficiencies.
PRIMARY AND MIDDLE SCHOOL TEACHER –
SUCCESS COMPETENCIES
Successful primary and middle school teachers exhibit and develop many competencies that
benefit them:
In the classroom
Working with their peers
Relating to and dealing with parents
Establishing relationships, boundaries and expectations with students
Working with administration.
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Use the following responsibilities and competencies as you begin the process of evaluating your
own competency levels and creating your own development plan.
PRIMARY RESPONSIBILITIES
Primary and middle school teachers are expected to perform the following primary
responsibilities:
Represent and promote the school’s mission and values
Create a positive, non-threatening, supportive learning environment
Serve as a role model to students
Be flexible and open-minder with respect to learning styles
Motivate students to learn and maximize their achievement
Prepare students to be responsible, independent learners
13 CORE EDUCATIONAL COMPETENCIES
Successful teachers will demonstrate a basic grasp of the following 13 Educational
Competencies. Those who will be the most successful will further demonstrate a desire to
improve their skills in—and eventually master—these competencies:
• Competency #1: Functional/Technical Skills
Quality/Success Factor: Strategic Skills
Possesses required functional and technical knowledge and skills to do his or her job at a high
level of accomplishment; demonstrates active interest and ability to enhance and apply new
functional skills
• Competency #2: Drive for Results
Quality/Success Factor: Results
Pursues everything with energy, drive, and a need to finish; does not give up before finishing,
even in the face of resistance or setbacks; steadfastly pushes self and others for results
• Competency #3: Learning on the Fly
Quality/Success Factor: Strategic Skills
Learns quickly when facing new problems; analyzes both successes and failures for clues to
improvement; experiments and will try anything to find solutions; enjoys the challenge of
unfamiliar tasks
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• Competency #4: Planning
Quality/Success Factor: Operating Skills
Accurately determines the length and difficulty of tasks and projects; sets clear, realistic, and
measurable goals; sets priorities and time parameters to accomplish tasks and projects;
anticipates roadblocks and develops contingencies to redirect tasks so momentum is not lost
• Competency #5: Time Management
Quality/Success Factor: Operating Skills
Uses his or her time effectively and efficiently; concentrates his or her efforts on the most
important priorities; adeptly handles several tasks at once
• Competency #6: Motivating Others
Quality/Success Factor: Individual Excellence
Creates a climate in which people want to do their best; can assess each person’s strengths and
use them to get the best out of him or her; promotes confidence and optimistic attitudes; is
someone people like working for and with
• Competency #7: Integrity and Trust
Quality/Success Factor: Individual Excellence
Is widely trusted; is seen as a direct, truthful individual; presents truthful information in an
appropriate and helpful manner; keeps confidences; admits mistakes; doesn’t misrepresent
himself or herself for personal gain
• Competency #8: Listening
Quality/Success Factor: Individual Excellence
Practices attentive and active listening; has the patience to hear people out; can accurately
restate the opinions of others even when he or she disagrees.
• Competency #9: Personal Learning and Development
Quality/Success Factor: Individual Excellence
Is personally committed to and actively works to continuously improve himself or herself;
recognizes the need to change personal, interpersonal, and managerial behavior; actively seeks
feedback
• Competency #10: Valuing Diversity
Quality/Success Factor: Individual Excellence
Manages all kinds and classes of people equitably; supports equal and fair treatment and
opportunity for all; fosters a climate of inclusion, where diverse thoughts are freely shared and
integrated
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• Competency #11: Interpersonal Skill
Quality/Success Factor: Indvidual Excellence
Is warm and easy to approach; builds constructive and effective relationships; uses diplomacy
and tact to diffuse tense situations; has a style and charm that immediately puts others at ease
and disarms hostility
• Competency #12: Managing and Measuring Work
Quality/Success Factor: Operating Skills
Clearly assigns responsibility for tasks and decisions; sets clear objectives and measures;
monitors process, progress, and results; designs feedback loops into work
• Competency #13: Creativity
Quality/Success Factor: Strategic Skills
Generates many new and unique ideas; makes connections among previously unrelated notions;
is unafraid to use unorthodox methods; is seen as original and value-added in brainstorming
settings.
MASTERING THE COMPETENCIES
Mastering these 13 competencies is not an easy task. It may take years of dedication, patience,
persistence and learning.
More important than mastery at this time, is your ability to accurately assess your level of
competency for each of the 13 competencies.
Once you have assessed your level competency, you can begin to formulate and implement a
development plan for improving your competence in each area.
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COMPETENCY #1: FUNCTIONAL/TECHNICAL SKILLS QUALITY/SUCCESS FACTOR: STRATEGIC SKILLS
Possesses required functional and technical knowledge and skills to do his or her job at a high
level of accomplishment; demonstrates active interest and ability to enhance and apply new
functional skills.
PROFICIENCY LEVEL
Ground Level: Developing (Has not yet reached Level 1: Basic)
Level 1: Basic Level 2: Intermediate Level 3: Advanced Level 4: Expert
Has and uses the
required functional and
technical knowledge
and skills necessary to
do his or her job
Has and uses the
required functional and
technical knowledge
and skills to do his or
her job at a high level
of accomplishment
Demonstrates an active
interest in enhancing
current skills and
learning new ones;
applies advanced
functional or technical
knowledge to do his or
her job at a high level
of accomplishment
Demonstrates an avid
interest in
continuously
enhancing current
skills and learning
new ones; applies
advanced functional
or technical
knowledge to process
innovation and
complex problem
solving; demonstrates
an exemplary level of
accomplishment in
job performance
Chooses appropriate
tools or technology for
the task
Chooses appropriate
tools or technology for
tasks; experiments with
new processes, tools, or
technologies to
determine applicability
Chooses appropriate
tools or technology for
tasks; improves or
redesigns processes,
tools, or technologies
to determine
applicability
Insightfully selects,
combines, or invents
appropriate tools or
technology for tasks;
improves or redesigns
processes, tools, or
technologies
Has the capability and
knowledge base to
share technical skills
with others
Provides opportunities
for others to learn
technical skills and
concepts
Consistently shares
expertise with others,
teaching skills and
explaining concepts
Is sought out by
others for technical
expertise and
knowledge and for
troubleshooting of
complex technical
issues
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OVERDOING FUNCTIONAL/TECHNICAL SKILLS
• May be seen as too narrow-minded
• May overdevelop or depend too much upon technical and functional knowledge and skills at the
expense of personal, interpersonal, and managerial skills
• May use deep technical knowledge and skills to avoid ambiguity and risk
ESSENTIALS QUESTIONS
To improve your proficiency, ask yourself the following questions on a regular basis:
• What training or classes can I take right now to learn new skills and processes?
• What publications can I subscribe to and read to familiarize myself with new technology?
• Who in my organization can I turn to for assistance with functional or technical problems?
• What function or skill am I adept at that I can teach someone else in my organization?
• What equipment or tools do I regularly use that need to be upgraded?
• When others ask me for help, do I explain to them what I am doing, or do I just do it?
To avoid overdoing Functional/Technical Skills, ask yourself:
• Am I too focused on functional or technical skills that I overlook simpler solutions?
• Am I condescending to others who are less adept than I?
• Am I too dependent upon functional or technical skills, and neglect improving my personal or
managerial skills?
LEARNING ON THE JOB
Learning on your own: These self-development remedies will help you build your skill(s).
• Locate a pro: Enlist the assistance of a professional in a specific function or technology to teach
or tutor you. Ask questions regarding the process, the critical elements to employ, and helpful
reference tools.
• Sign up: Seek out and participate in workshops and conferences that deal with what you need to
know. Enroll in appropriate professional associations, and read their literature.
• Find the ―bible‖ on your function or technology: Obtain the standard reference book that is
considered to be the ―bible‖ of the specific function or technology. Subscribe to a journal, and
read the back issues.
• Meet the notables: Identify the leaders in your function or technology. Buy books, read articles,
and attend lectures or conferences that feature them.
• Learn from those around you: Seek the opinions of others in your function or technology
regarding which skills or knowledge is important, and how they learned them. Employ their
suggestions.
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• Take a course: Enroll in college or university evening or weekend courses that teach your
function or technology. Take advantage of training courses offered in the workplace.
• Consult your past: Use learning methods that you have used successfully in previous endeavors.
• Find a guru: Hire a consultant or private tutor to help you learn.
• Learn to think like an expert in the technology: Pick the brain of an expert in the field, asking
what is and is not important. Observe this person at his or her skill. Develop five key questions
to consider when technical issues arise.
• Teach others: Teach new or different aspects of the function or technology to a small group.
Learning from develop-in-place assignments: These part-time develop-in-place assignments
will help you build your skill(s).
• Study an aspect of your job or a technical area you’ve not studied before.
• Manage the purchase of new equipment, materials, or curriculum.
• Do a problem-prevention analysis on a program or curriculum, and present it to those involved.
• Initiate a new program or procedure, and follow it through to implementation.
• Train or teach others in a function or technology you don’t know well.
Learning more from your plan: These additional remedies will help make this development
plan more effective for you.
• Learning from experience, feedback, and other people:
• Learn from mentors or tutors, soliciting and accepting feedback.
• Learn from interviewing others. Ask what, how, and why they do what they do, where they
learned it, and how they keep it current and relative.
• Get feedback from those in authority. Communicate that you are open to constructive criticism
and are willing to work on issues they view as important.
• Get feedback from your direct reports. Set a positive tone, and don’t retaliate if you don’t
agree.
• Get feedback from peers and colleagues. Promote trust to get honest, quality feedback.
• Be open and non-defensive when others offer feedback. Ask for examples and details, and take
notes.
• Learning from courses:
• Take advantage of on-the-job training. Take outside courses in the function or technology you
seek. Practice.
• Take a survey course. Get a general background overview of your topic of interest.
• Take a strategic course. Stretch your thinking to prepare for and anticipate future challenges.
Suggested Readings
There are no suggested readings for this competency, as there are thousands of functional and
technical skills.
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COMPETENCY #2: DRIVE FOR RESULTS QUALITY/SUCCESS FACTOR: RESULTS
Pursues everything with energy, drive, and a need to finish; does not give up before finishing,
even in the face of resistance or setbacks; steadfastly pushes self and others for results.
PROFICIENCY LEVEL
Ground Level: Developing (Has not yet reached Level 1: Basic)
Level 1: Basic Level 2: Intermediate Level 3: Advanced Level 4: Expert
Pursues activities with
energy and drive
Pursues his or her work
with energy, drive, and
a need to finish
Defines his or her
work in terms of
results, and pursues
success with energy
and drive
Sets clear and lofty
goals for himself or
herself, as well as for
the organization, and
pursues them with
enthusiasm and
energy
Sets goals, and pursues
them to completion
Does not give up before
finishing, even in the
face of resistance or
setbacks
Helps others to define
goals and plan a route
to successful
attainment of them
Anticipates obstacles
and is prepared with
contingency plans so
as not to impede the
drive to the goal;
keeps everyone on
track
Is responsible and can
be counted on to
usually meet goals
successfully
Consistently meets
goals
Is a high-achiever with
a reputation for
success and quality
performance
Is the go-to person for
both action and
strategic planning of
complex and tough
assignments
Will push self for
results
Continuously pushes
self for results
Dependably achieves
what he or she sets out
to do, and expects
others to do likewise
Runs the race to
finish strong, not just
to cross the finish
line, and is not
satisfied with less-
than-concrete, stellar
results
OVERDOING DRIVE FOR RESULTS
• May go for results at all costs without appropriate concern for people, teams, due process, or
possibly norms and ethics
• May have high turnover under him or her due to the pressure for results; may not build team
spirit or celebrate or share successes
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• May be very self-centered, confusing personal have-to-do’s with what needs to be done
• May be seen as stubborn and unyielding and as sticking to efforts beyond reason, even in the
face of overwhelming odds and evidence to the contrary
ESSENTIALS QUESTIONS
To improve your proficiency, ask yourself the following questions on a regular basis:
• Have I clearly communicated to my team the goals we must achieve and the timeframe in
which we must do so?
• Do people come to me as the go-to person for critical tasks?
• What obstacles do I anticipate that may interfere with getting the results I want, and is a
contingency plan in place to compensate?
• Have I depersonalized attacks, learned from mistakes, and set aside personal differences to
press on toward the goal?
• What things do I need to organize better to keep on track and not deter progress?
To avoid overdoing Drive for Results, ask yourself:
• Am I placing too much importance on achieving results at the expense of the people involved?
• Am I unwilling to consider a course change to reach the goal?
• Am I too self-centered, not sharing praise or celebrating success with others?
LEARNING ON THE JOB
Learning on your own: These self-development remedies will help you build your skill(s).
• Set priorities: Resolve to achieve three to five things that are most important to your task.
Focus on these goals and spend at least half of your time working toward them, avoiding
trivial distractions.
• Set goals and jump-start your passion: Set achievable goals and objectives, and establish a
system of accountability and measurement of your progress in reaching them. Do the things
you dislike first, and fashion your work activity to mirror your interests as much as possible.
Create a checklist, and celebrate as you cross things off.
• Observe how to get things done: Review and consider the established set of best practices to
produce results (others who do what you are doing or the HR department, may be good tools).
• Organize: Get and use resources (people, money, materials, support, time) to assist you in your
task ahead of time.
• Get work done through others: Manage people and projects effectively (delegate, empower,
communicate, motivate, plan, set priorities and goals).
• Work across borders and boundaries: Focus on common goals, priorities, and problems. Be
cooperative, explaining your thinking and inviting others to explain theirs. Generate various
possibilities and promote constructive criticism.
• Be bold enough and fight the right battles: Take a few risks, push the envelope, and try some
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bold new initiatives. Recognize mistakes and failures as opportunities to learn and grow. Lead
with strength. Allow others to honestly assess results and give feedback.
• Avoid procrastination: Plan and schedule time to do tasks at hand (divide them into thirds to
make them manageable). Do 10% of each task immediately to better gauge what it takes to get
the task done. Don’t wait until the last moment to act (even if you think you function better
that way).
• Be persistent: Persevere even when you hit roadblocks. Break your tasks into smaller segments
to appreciate your progress. Have a contingency plan of other approaches if the first one
doesn’t work out. Stay objective, and realize that resistance is not personal. Focus on your
work, not yourself.
• Deal with stress and strain: Recognize that stress is caused by how you look at events rather
than by the events themselves. Reprogram your interpretation of your task or situation by
seeking a broader perspective. Seek advice or assistance from others when necessary.
Learning from develop-in-place assignments: These part-time develop-in-place assignments
will help you build your skill(s).
• Integrate new methods, processes, or procedures.
• Be a change agent or champion.
• Temporarily manage a group opposed to an unpopular change or project.
• Troubleshoot a performance or quality problem with an existing situation or procedure.
• Launch a new procedure or initiative.
• Work on a crisis management team.
Learning more from your plan: These additional remedies will help make this development
plan more effective for you.
• Learning to learn better:
• Examine your past for parallels to the current situation. Assess what has or has not worked
in the past that you can apply.
• Learn to compensate for a weakness. Use your strengths, or other people, to compensate for
your weak areas.
• Commit to a tight timeframe to accomplish something. Establish a firm plan and stick to it.
• Analyze mistakes immediately and learn from them.
• Learning from experience, feedback, and other people:
• Get feedback from those in authority. Communicate that you are open to constructive
criticism and are willing to work on issues they view as important.
• Get feedback from your direct reports. Set a positive tone, and don’t retaliate if you don’t
agree.
• Learn from poor authority figures. Determine what makes them a bad example, if you are
part of the problem, and if others regard them the same way. Avoid reacting out of anger
and frustration, and resolve not to imitate poor behavior.
• Learn from bad situations and mistakes. Determine why you made a mistake. Be
resourceful, and integrate what you learn into future situations.
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• Seek and receive feedback only on the skills important to your present and future success.
RECOMMENDED READINGS
• Bossidy, Larry, Ram Charan, and Charles Burck (Contributor). Execution: The Discipline of
Getting Things Done. New York: Crown Business Publishing, 2002.
• Carrison, Dan. Deadline! How Premier Organizations Win the Race Against Time. New York:
AMACOM, 2003
• Collins, James C. Turning Goals into Results: The Power of Catalytic Mechanisms. Boston:
Harvard Business School Press, 2002.
• Drucker, Peter F. Managing for the Future. New York: Dutton, 1992.
• Drucker, Peter F. Managing for the Future [sound recording]. Beverly Hills, CA: Dove Audio,
1992.
• Drucker, Peter F. Managing for the Results. New York: HarperCollins, 1993.
• Dumas, Alexandre. Count of Monte Cristo. New York: Bantam Books, 1981.
• Dumas, Alexandre. Count of Monte Cristo [sound recording]. Salt Lake City, Utah: Audio
Books on Cassette, 1988.
• Goleman, Daniel. Leadership That Gets Results. Boston: Harvard Business School Press, 2002.
• Hawkins, David R. Power vs. Force: The Hidden Determinants of Human Behavior. Carson,
CA: Hay House, 2002.
• Jensen, Bill. Simplicity: The New Competitive Advantage in a World of More, Better, Faster.
Cambridge, MA: Perseus Publishing, 2001.
• Keller, Helen. The Story of My Life. New York: Bantam Books, 1990.
• Keller, Helen. The Story of My Life [sound recording]. Newport Beach, CA: Books on Tape,
1994.
• Klein, Maury. The Change Makers: From Carnegie to Gates, How the Great Entrepreneurs
Transformed Ideas Into Industries. New York: Times Books, 2003.
• Laurie, Donald L. Venture Catalyst. Cambridge, MA: Perseus Publishing, 2001.
• Loehr, Jim and Tony Schwartz. The Power of Full Engagement: Managing Energy, Not Time, Is
the Key to High Performance and Personal Renewal. New York: The Free Press, 2003.
• Longenecker, Clinton O. and Jack L. Simonetti. Getting Results: Five Absolutes for High
Performance. New York: John Wiley & Sons, Inc., 2001.
• Morrell, Margot and Stephanie Capparell. Shackleton’s Way: Leadership Lessons From the
Great Antarctic Explorer. New York: Viking Press, 2001.
• Niven, P.R. Balanced Scorecard Step-by-Step: Maximizing Performance and Maintaining
Results. New York: John Wiley & Sons, Inc., 2002.
• Sapadin, Linda with Jack Maguire. It’s About Time!: The Six Styles of Procrastination and How
to Overcome Them. New York: Viking Press, 1996.
• Stern, Joel M. and John S. Shiely. The EVA Challenge. New York: John Wiley & Sons, Inc.,
2001.
• Troyat, Henri. Peter the Great. New York: Dutton, 1987.
• Ulrich, David, Jack Zenger, and Norman Smallwood. Results-Based Leadership. Boston:
Harvard Business School Press, 1999.
• Zook, Chris and James Allen. Profit from the Core. Boston: Harvard Business School Press,
2001.
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COMPETENCY #3: LEARNING ON THE FLY QUALITY/SUCCESS FACTOR: STRATEGIC SKILLS
Learns quickly when facing new problems; analyzes both successes and failures for clues to
improvement; experiments and will try anything to find solutions; enjoys the challenge of
unfamiliar tasks.
PROFICIENCY LEVEL
Ground Level: Developing (Has not yet reached Level 1: Basic)
Level 1: Basic Level 2: Intermediate Level 3: Advanced Level 4: Expert
Learns quickly in the
context of an activity
when given direction
and guidance
Learns quickly and
independently in the
context of an activity;
seeks opportunities to
extend and deepen
learning
Learns quickly,
independently, and
confidently in the
context of an activity;
extends and deepens
that learning; and
effectively integrates
new information and
skills to enhance
performance
Is an avid, adept,
disciplined, and
versatile learner in
the context of an
activity; quickly and
effectively integrates
new information and
skills to enhance
personal performance
or the performance of
the organization
Learns from successes
and failures, regards
all experience as an
opportunity to learn
and improve
Learns from both
successes and failures,
regards all experiences
as opportunities to learn
and improve, is
intentional and
disciplined about
reflecting on and
internalizing learning
Adeptly learns in the
context of a challenge;
regards challenge as an
opportunity for new
learning; seeks out
challenges in order to
learn
Relishes challenges
as opportunities to
learn; is exceptionally
resilient in the face of
challenge,
demonstrating great
determination and
advanced ability for
experiential learning;
is exceptionally
skilled at codifying
experiential learning
for personal or
organizational
application
Appreciates the
challenge of unfamiliar
tasks as an opportunity
for learning and
growth
Works well in adapting
to the challenge of new
or unfamiliar tasks and
responsibilities,
appreciates the
opportunity for learning
and growth
Rises to the challenge
of unfamiliar tasks and
responsibilities; is
willing to experiment,
risk, and seek
resources to learn,
grow, and find
solutions
Can be consistently
counted on to
successfully handle
unfamiliar, tense, or
crisis situations.
Readily learns and
transfers conceptual
knowledge to action
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Level 1: Basic Level 2: Intermediate Level 3: Advanced Level 4: Expert
in those situations
Understands the
essence and underlying
structure of things with
little explanation
Quickly understands the
underlying structure of
things, and looks deeper
into the complexity of
that structure
Quickly understands
the essence and the
underlying structure of
things; can intuitively
apply this new
information to
generate solutions to
problems
Uses his or her ability
to quickly grasp
underlying structures
to adeptly learn and
problem-solve, often
implementing
creative solutions
OVERDOING LEARNING ON THE FLY
• May leave others behind; may frustrate others with his or her need for change
• May tend to change things too often; people may interpret openness as indecisiveness or being
wishy-washy
• May seek out change for change’s sake, regardless of the situation
• May not be good at routine administration or unchallenging tasks or jobs
ESSENTIALS QUESTIONS
To improve your proficiency, ask yourself the following questions on a regular basis:
• What opportunity can I take today to try something new?
• What unconventional solutions have I tried lately to resolve a problem?
• What ways can I improve a process or procedure that has already worked successfully?
• What ways can I improve a process or procedure that has been a failure?
• What are some quick, uncomplicated experiments I can try to get a problem off dead-center?
• What questions do I need to ask to clarify, define, or analyze a problem I face?
To avoid overdoing Learning on the Fly, ask yourself:
• Am I overly obsessed with changing things just for the sake of change?
• Am I abandoning a course of action too quickly and not giving it a chance to work?
• Am I avoiding the mundane or pushing it all on someone else?
LEARNING ON THE JOB
Learning on your own: These self-development remedies will help you build your skill(s).
16
• When faced with a new issue, challenge, or problem, figure out the cause: Ask why, recognize
possible patterns in data, and categorize information in ways that make it clear.
• Locate the essence of the problem: Look for the underlying principles and work from there.
Search your past for similar situations to help solve problems. Ask broad questions.
• Look for patterns: Search for commonalities in successes and failures. Use the underlying
principles to deal with future situations.
• Expect that you may not get it right the first time: Frequent and short learning cycles provide
great opportunities to learn and increase opportunities to find the right answers. Be willing to
experiment.
• Use experts: Seek out expert(s) in your area, and find out how they think and problem-solve.
Ask what key questions they apply when solving problems.
• Turn the problem upside down: Try to assess the mirror image of the problem. Determine what
the problem is not, or the least likely thing it could be, or what's missing.
• Use others: Employ others with diverse backgrounds to help analyze the situation. Come up
with questions and discuss them.
• Use oddball tactics: Pick out anomalies—things that don’t quite fit. Make analogies between
what you are working on and a natural occurrence.
• Encourage yourself to do quick experiments and trials: Try lots of quick, inexpensive
experiments to increase your chance of success.
• Ask more questions: Spend the first half of your time defining and rethinking the problem.
Then offer solutions.
Learning from develop-in-place assignments: These part-time develop-in-place assignments
will help you build your skill(s).
• Work for short periods of time in other units or in functions unfamiliar to you.
• Study and summarize a new program, procedure, or curriculum, and then present it to others.
• Work on a project that requires travel and study of an issue, and then report to others.
• Manage, teach, or coach a group of inexperienced people.
• Take on a tough, undoable project that others have tried and failed.
Learning more from your plan: These additional remedies will help make this development
plan more effective for you.
• Learning to learn better:
• Keep a learning journal. Examine how you used your strengths and weaknesses, what
worked in past experiences, and what didn't. Consider ways to do things differently next
time.
• Learn new and frivolous skills to study how you learn. Try juggling, square dancing, or
video games to observe yourself in new learning situations. Discern your tactics and try to
apply them to other learning situations.
• Try some new things out of your normal comfort zone. Try something opposite to your
nature. Explore, take a risk, and go beyond your own limits and boundaries.
• Throw yourself with more vigor than usual into something new. Do something outside your
skill set.
• Preview a plan with a test audience. Explore all sides of an issue with others. Allow the plan
17
to emerge from the process as you do.
• Learning from experience, feedback, and other people:
• Learn from those in authority. Distance yourself from your feelings, and analyze what these
people do and do not do well. Choose to imitate the successful behavior.
• Get feedback from those in authority. Communicate that you are open to constructive
criticism and are willing to work on issues they view as important.
• Be open and non-defensive when others offer feedback. Ask for examples and details, and
take notes.
• Learn from mistakes. Focus on "why" more than "what." Don't avoid similar situations for
fear of repeating mistakes, but learn and try again. Don't repeat what went wrong more
diligently, but try something new. Look for patterns that may be causing the problem.
• Learning from courses:
• Participate in Insight Events. Take a course designed to assess skills and provide feedback to
help you develop self-knowledge.
RECOMMENDED READINGS
• Barner, Robert W. Crossing the Minefield—Tactics for Overcoming Today's Toughest
Management Challenges. New York: AMACOM, 1994.
• Brinkley, Douglas. Wheels for the World: Henry Ford, His Company, and a Century of
Progress. New York: Viking Press, 2003.
• Fradette, Michael and Steve Michaud. The Power of Corporate Kinetics. New York: Simon &
Schuster, 1998.
• Francis, Philip H. Product Creation. New York: The Free Press, 2001.
• Goldenberg, Jacob and David Mazursky. Creativity in Product Innovation. New York:
Cambridge University Press, 2002.
• Klein, Gary A. Intuition at Work: Why Developing Your Gut Instincts Will Make You Better at
What You Do. New York: Doubleday, 2002.
• Linsky, Martin and Ronald A. Heifetz. Leadership on the Line: Staying Alive Through the
Dangers of Leading. Boston: Harvard Business School Press, 2002.
• Manz, Charles C. The Power of Failure: 27 Ways to Turn Life’s Setbacks Into Success. San
Francisco: Berrett-Koehler Publishers, Inc., 2002.
• McCall, Morgan W., Michael M. Lombardo, and Ann M. Morrison. The Lessons of
Experience. Lexington, MA: Lexington Books, 1988.
• Rosen, Emmanuel. The Anatomy of Buzz. New York: Doubleday, 2000
18
COMPETENCY #4: PLANNING
QUALITY/SUCCESS FACTOR: OPERATING SKILLS
Accurately determines the length and difficulty of tasks and projects; sets clear, realistic, and
measurable goals; sets priorities and time parameters to accomplish tasks and projects;
anticipates roadblocks and develops contingencies to redirect tasks so momentum is not lost.
PROFICIENCY LEVEL
Ground Level: Developing (Has not yet reached Level 1: Basic)
Level 1: Basic Level 2: Intermediate Level 3: Advanced Level 4: Expert
Evaluates length and
difficulty of tasks and
projects
Accurately determines
the length and difficulty
of tasks and projects
Plans and organizes
projects and tasks for
himself or herself, as
well as for the
organization
Develops strategies
for the organization
and coordinates
efforts to implement
them
Sets clear and realistic
objectives and goals
Sets clear, realistic, and
time-bound objectives
and goals
Sets clear, realistic,
time-bound, and
measurable objectives
and goals
Designs methods for
implementing plans
and for measuring
success
Understands process
steps of work
Breaks down work into
the process steps
Investigates possible
roadblocks and
develops contingencies
to redirect tasks so
momentum is not lost
Fluently conveys the
plan to all, creating
structure for
communication and
interaction
Establishes priorities
for self and others,
developing schedules
and assignments
Sets priorities and time
parameters to
accomplish tasks and
projects
Anticipates impact of
environment and
situations on projects,
and plans how to
compensate for the
unexpected
OVERDOING PLANNING
• May be overly dependent on rules, regulations, procedures, and structure
• May leave out the human element of the work
• May be inflexible and have trouble with rapid change
ESSENTIALS QUESTIONS
To improve your proficiency, ask yourself the following questions on a regular basis:
19
• Have I correctly evaluated the length and difficulty of tasks or projects and communicated that
in the master plan?
• Are the methods I have designed to implement the plan working as I expect?
• What are the measurable goals and objectives I must communicate for the tasks or projects?
• What timetables should I put in place to provide structure and improve communication?
• What adjustments do I need to make to bring a project in line with the master plan?
• What is my contingency plan to compensate for roadblocks or snags?
To avoid overdoing Planning, ask yourself:
• Am I too rigid in enforcing rules and applying procedures?
• Am I inconsiderate of others and/or unreasonably demanding?
• Am I overly resistant to rapid change?
LEARNING ON THE JOB
Learning on your own: These self-development remedies will help you build your skill(s).
• Lay out tasks and work: Plan thoroughly before acting. Determine your goal, timeline,
resources and support, and sequence of events. Ask others for their comments.
• Set the plan: Use flow charts or helpful software. Communicate your plan to others.
• Set goals and measures: Set goals for the whole project and sub-tasks; set measures to keep on
track.
• Manage multiple plans or aspects of larger plans: Have a master plan to keep you and others
on track.
• Manage efficiently: Budget carefully, prepare for contingencies, and track expenditures
regularly.
• Match people and tasks: Match strengths, experience, and levels of knowledge appropriately.
• Envision the plan in process: Run various scenarios in your head, anticipating roadblocks and
creating contingency plans. Pay attention to and stay in touch with the weakest links.
• Set up a process to monitor progress against the plan: Invite others to give feedback on the
progress.
• Find someone in your environment who is better at planning: Pattern your activities after his
or hers, and ask this person for feedback.
• Get others to help: Share your ideas with others, and get their input on your plan. Delegate
planning responsibilities to others more adept at it, providing them with the goals and
objectives.
Learning from develop-in-place assignments: These part-time develop-in-place assignments
will help you build your skill(s).
• Integrate a new system, process, or procedure.
• Plan an off-site meeting, conference, or event.
• Manage the major purchase of new equipment, materials, a program, or curriculum.
20
• Work on a team that is writing a proposal to obtain significant government or foundation
grants or funding of a program or activity.
• Design a training course in an area you are not an expert in.
Learning more from your plan: These additional remedies will help make this development
plan more effective for you.
• Learning to learn better:
• Plan backwards from the ideal. Envision what the ideal looks like and the series of events to
take you from here to there.
• Envision yourself succeeding. Examine what success should look like, and play out that
role.
• Rehearse successful tactics, strategies, and actions. Mentally rehearse your actions and the
reactions of others. Play out best- and worst-case scenarios in your mind, and prepare to stay
in control of your feelings.
• Study people who have successfully done what you need to do. Interview them. Summarize
their key strategies, tactics, and insights.
• Preview a plan with a test audience. Explore all sides of an issue with others. Allow the plan
to emerge from the process as you do.
• Learning from experience, feedback, and other people:
• Learn by observing others. Objectively study what they do.
• Get feedback from those in authority. Communicate that you are open to constructive
criticism and are willing to work on issues they view as important.
• Get feedback from your direct reports. Set a positive tone, and don’t retaliate if you don't
agree.
• Learning from courses:
• Take a course to brush up on your job skills.
• Encourage others to take refresher or preparatory courses. Communicate, and be supportive.
RECOMMENDED READINGS
• Axson, David A. J. Best Practices in Planning and Management Reporting. New York: John
Wiley & Sons, Inc., 2003.
• Bacon, Terry R. and David G. Pugh. Winning Behavior: What the Smartest, Most Successful
Companies Do Differently. New York AMACOM, 2003.
• Bandrowski, James F. Corporate Imagination Plus—Five Steps to Translating Innovative
Strategies Into Action. New York: The Free Press, 2000.
• Collins, James C. Good to Great: Why Some Companies Make the Leap…And Others Don’t.
New York: HarperCollins, 2001.
• Dutka, Alan F. Competitive Intelligence for the Competitive Edge. Lincolnwood, IL: NTC
Business Books, 1999.
21
• Hamel, Gary. Leading the Revolution. Boston: Harvard Business School Press, 2002.
• Jackson, Paul Z. and Mark McKergow. The Solutions Focus. Yarmouth, ME: Nicholas
Brealey Publishing, 2002.
• Mitroff, Ian I. and Gus Anagnos. Managing Crises Before They Happen. New York:
AMACOM, 2001.
• Prahalad, C.K. and Venkat Ramaswamy. The Future of Competition: Co-Creating Unique
Value With Customers. Boston Harvard Business School Press, 2004.
• Smith, Preston G. and Donald G. Reinertsen. Developing Products in Half the Time: New
Rules, New Tools. New York: John Wiley & Sons, Inc., 1997.
• Vega, Gina. A Passion for Planning: Financials, Operations, Marketing, Management, and
Ethics. Lantham, MD: University Press of America, 2001.
• Williams, Paul B. Getting a Project Done on Time. New York: AMACOM, 1996.
22
COMPETENCY #5: TIME MANAGEMENT QUALITY/SUCCESS FACTOR: OPERATING SKILLS
Uses his or her time effectively and efficiently; concentrates his or her efforts on the most
important priorities; adeptly handles several tasks at once.
PROFICIENCY LEVEL
Ground Level: Developing (Has not yet reached Level 1: Basic)
Level 1: Basic Level 2: Intermediate Level 3: Advanced Level 4: Expert
Plans the use of his or
her time
Uses his or her time
effectively and
efficiently
Places a high value on
his or her time and
plans tasks accordingly
Is an expert on
efficient use of time
and energy of self and
others
Concentrates his or her
efforts on priorities
Concentrates his or her
efforts on the most
important priorities
Makes quality time for
the most important
priorities
Thoughtfully plans
his or her schedule
and skillfully
discriminates
between the urgent
and the important,
often accommodating
a broad time frame
Completes one thing
before beginning
something else
Can multi-task Adeptly handles
several tasks at once
Easily handles
multiple tasks at the
same time, while
considering plans for
future tasks
Attends to the normal
activities of his or her
role
Attends to a broad
range of activities
Looks ahead, and
doesn’t get stuck in the
here and now while
attending to a broad
range of activities
Considers the short,
medium, and long-
term while attending
to a broad range of
activities
OVERDOING TIME MANAGEMENT
• May be impatient with other people's agenda and pace
• May not take the time to stop and smell the roses
• May not give people rapport time with him or her to get comfortable
ESSENTIALS QUESTIONS
To improve your proficiency, ask yourself the following questions on a regular basis:
23
• When reviewing my daily and weekly schedule, do I allot ample time for the important, and
balance it with the urgent?
• What on my schedule today do I need to revise, add and/or eliminate?
• What future needs and events must I incorporate now into my long range plan?
• Am I committed to saying "no" to extraneous requests, or to asking the requester to choose
what they would like me to cancel or delay in favor of their request?
• Am I committed to staying on track with my schedule, cutting conversations or tasks short
where necessary to move on?
• What tasks can I delegate to someone else?
To avoid overdoing Time Management, ask yourself:
• Am I too bound to my tasks and not scheduling time for myself?
• Am I scheduling my time too tightly, not providing opportunity for personal interaction with
others?
• Am I impatient with others who seem to move too slowly?
LEARNING ON THE JOB
Learning on your own: These self-development remedies will help you build your skill(s).
• Set goals for yourself: Set goals and objectives to achieve, and establish a system of
accountability and measurement of your progress in reaching them. Determine priorities based
on your goals.
• Lay out tasks and work on a timeline: Plan thoroughly before acting. Determine your goals,
timeline, resources and support, and sequence of events. Ask others for their comments.
• Manage your time efficiently: Value your time, and plan the use of it accordingly.
• Create more time for yourself: Plan your time and set priorities before acting.
• Give away as much time-consuming work as you can: Delegate all things that don’t need to be
done by you. Empower others to do them.
• Find someone in your environment who is better at time management than you: Pattern your
activities after theirs and ask them for feedback.
• Be careful not to be guided by just what you like or don't like to do: Incorporate data and
intuition as well as feelings to determine your activity.
• Be sensitive to the time of others: Be purposefully efficient in the use of your time and that of
others.
• Be willing to constructively say "no": Ask others to prioritize their requests of you, letting
them know a choice for one thing may affect the performance of another.
• Shut down transactions: Proactively end conversations and move on when it's time to do so.
Learning from develop-in-place assignments: These part-time develop-in-place assignments
will help you build your skill(s).
• Plan an off-site meeting, conference, or event.
• Work on a crisis management team.
24
• Launch a new program, procedure, or activity.
• Teach a course, seminar, or workshop on something you don't know well.
• Take on a task you dislike or hate to do.
• Build a multifunctional team to tackle a common problem.
Learning more from your plan: These additional remedies will help make this development
plan more effective for you.
• Learning to learn better:
• Teach others something you don't know well. Pick something new, different, and unfamiliar.
• Study people who have successfully done what you need to do. Interview them. Summarize
their key strategies, tactics, and insights.
• Commit to a tight timeframe to accomplish something. Establish a firm plan and stick to it.
• Learning from experience, feedback, and other people:
• Get feedback from your direct reports. Set a positive tone, and don't retaliate if you don’t
agree.
• Learning from courses:
• Take a course designed to offer feedback, such as one on how to develop negotiating skills
or influence people.
RECOMMENDED READINGS
• Allen, David. Getting Things Done: The Art of Stress-Free Productivity. New York: Penguin
Books, 2003.
• Ash, David W. and Vlad G. Dabija. Planning for Real Time Event Response Management.
Upper Saddle River, NJ: Prentice Hall, 2000.
• Byfield, Marilyn. It’s Hard to Make a Difference When You Can’t Find Your Keys: The Seven-
Step Path to Becoming Truly Organized. New York: Viking Press, 2003.
• Carrison, Dan. Deadline! How Premier Organizations Win the Race Against Time. New York:
AMACOM, 2003.
• Drucker, Peter F. Managing in a Time of Great Change. Boston: Butterworth-Heinemann,
2002.
• Duncan, Peggy. Put Time Management to Work: Get Organized, Streamline Processes, Use
the Right Technology. PSD Press, 2002.
• Emmett, Rita. The Procrastinator’s Handbook: Mastering the Art of Doing It Now. New York:
Walker & Company, 2000.
• Fine, Charles H. Clockspeed: Winning Industry Control in the Age of Temporary Advantage.
Reading, MA: Perseus Books, 1998.
• Gleeson, Kerry. The Personal Efficiency Program: How to Get Organized to Do More Work
in Less Time. New York: John Wiley & Sons, Inc., 2000.
• Hutchings, Patricia J. Managing Workplace Chaos: Solutions for Managing Information,
Paper, Time, and Stress. New York: AMACOM, 2002.
25
• Jennings, Jason and Laurence Haughton. It’s Not the Big That Eat the Small…It’s the Fast
That Eat the Slow. New York: HarperCollins, 2001.
• Koch Richard. The 80/20 Principle: The Secret of Achieving More with Less. New York:
Currency/Doubleday, 1998.
• MacKenzie, Alec. The Time Trap: The Classic Book on Time Management. Fine
Communications, 2002.
• Morgenstern, Julie. Time Management from the Inside Out: The Foolproof System for Taking
Control of Your Schedule—and Your Life. New York: Henry Holt, 2000.
• Panella, Vince. The 26 Hour Day: How to Gain at Least Two Hours a Day with Time Control.
Franklin Lakes, NJ: Career Press, 2002.
• Pickering, Peg and Jonathan Clark. How to Make the Most of Your Workday. Franklin Lakes,
NJ: Career Press, 2001.
• Roesch, Roberta. Time Management for Busy People. New York: McGraw-Hill., 1998.
• Silber, Lee. Time Management for the Creative Person. New York: Three Rivers Press, 1998.
• Stalk, George Jr. and Thomas M. Hout. Competing Against Time: How Time-Based
Competition Is Reshaping Global Markets. New York: The Free Press, 2003.
• Tracy, Brian. Eat That Frog! 21 Great Ways to Stop Procrastinating and Get More Done In
Less Time. San Francisco: Berrett-Koehler Publishers, Inc., 2001.
• Winston, Stephanie. The Organized Executive: The Classic Program for Productivity: New
Ways to Manage Time, People, and the Digital Office. New York: Warner Books, 2001.
26
COMPETENCY #6: MOTIVATING OTHERS QUALITY/SUCCESS FACTOR: INDIVIDUAL EXCELLENCE
Creates a climate in which people want to do their best; can assess each person’s strengths and
use them to get the best out of him or her; promotes confidence and optimistic attitudes; is
someone people like working for and with.
PROFICIENCY LEVEL
Ground Level: Developing (Has not yet reached Level 1: Basic)
Level 1: Basic Level 2: Intermediate Level 3: Advanced Level 4: Expert
Maintains a climate in
which people want to
do their best
Creates and maintains a
climate in which people
want to do their best
Empowers others and
energizes them to do
and to be their best
Inspires and
motivates whole
organizations with
ample positive energy
Is aware of each
person’s strengths, but
does not consistently
use this knowledge to
motivate his or her
actions
Assesses each person’s
strengths, and uses
them to get the best out
of him or her
Looks for positive
attributes, and
concretely reinforces
them, promoting
confidence and
optimistic attitudes
Recognizes each
person’s strengths,
development needs,
and professional
goals, and inspires
them to succeed
Makes individuals feel
his or her work is
important; is someone
people like working
for and with
Invites input from each
person, and shares
ownership and visibility
Designs and provides
incentives to
encourage widespread
participation and
regularly incorporates
stress-busters to
minimize pressure
points
Appropriately
rewards and acclaims
individuals, groups,
and organizations for
stellar achievements
Able to motivate a
limited range of
individuals within the
organization
Able to motivate a wide
range of individuals,
including direct reports,
team members, and
project members
Successfully motivates
people and
organizational units
Successfully
motivates the entire
organization
OVERDOING MOTIVATING OTHERS
• May not be good at building team spirit because of an emphasis on individuals
• May be seen as providing inequitable treatment by treating each person individually
• May not take tough stands when the situation calls for it
• May take too long getting input; may be reluctant to assign work with tough deadlines
27
ESSENTIALS QUESTIONS
To improve your proficiency, ask yourself the following questions on a regular basis:
• Who can I identify as a stellar contributor to our organization?
• What reward(s) can I implement to acknowledge someone’s achievement?
• Have I solicited and considered others’ input regarding our common goal?
• Do I know what issues stir up passion in my coworkers?
• What incentives can I put in place to generate activity and promote team spirit?
• Have I challenged others with a reasonable yet tight deadline for completion of a project?
To avoid overdoing Motivating Others, ask yourself:
• Am I paying too much attention to one individual at the cost of the whole team?
• Am I taking too much time allowing others to give their opinions and input?
• Am I avoiding dealing with a difficult situation for fear of causing a rift?
LEARNING ON THE JOB
Learning on your own: These self-development remedies will help you build your skill(s).
• Follow the basic rules of inspiring others: Communicate to people that what they do is
important. Delegate a variety of enriching, challenging assignments and celebrate successes.
Show interest in them and approach mistakes as learning opportunities. Be generous with your
thanks.
• Know and play the motivations odds: Provide challenges, communicate that the work is
worthwhile, craft opportunities for learning and growth, and empower others with a measure
of autonomy.
• Use goals to motivate: Set realistic, yet stretching, goals.
• Figure out what drives people: Observe their behavior (what do they do first?), their speech
(do they use a lot of details and concepts?), their emotion (what are their hot buttons?), their
values (are they driven by money, integrity, recognition?).
• Turn off your judgment program: You only need to know what motivates them, not agree with
it.
• Be able to speak people’s language at their level: This demonstrates respect for them and
allows them to communicate freely.
• Bring others into your world: Explain your thinking and your perspective. Tell the things that
interest and motivate you.
• Know a little about others: Learn three non-work-related things about them, such as their
family, their hobbies, their home. Look for things you have in common to talk about.
• Turn a negative into a motivator: Take a negative characteristic and show how it can be turned
into a positive. For example, if someone is clannish, show him or her how to get involved in
the mainstream.
28
• Get an individual involved deeply in his or her work: Delegate and empower as much as you
can. Work with him or her in setting goals and mapping the way to achieve them.
Learning from develop-in-place assignments: These part-time develop-in-place assignments
will help you build your skill(s).
• Integrate a diverse system, process, or procedure across dispersed units.
• Be a change agent; champion a significant change, and work toward implementation.
• Relaunch an existing program or project that is not going well.
• Assign a project to a group with a tight deadline.
• Resolve an issue in conflict between two people or groups.
Learning more from your plan: These additional remedies will help make this development
plan more effective for you.
• Learning to learn better:
• Use objective data when judging others. Study others more than you evaluate or judge them.
Project how they may act in a given situation.
• Examine why you judge people the way you do. List the people you like and dislike and
why. Discern what you have in common with them.
• Pre-sell an idea to a key stakeholder. Identify those whose support you need. Collect
information you need to be persuasive, and try to pre-sell your solutions.
• Learning from experience, feedback, and other people:
• Use multiple models. Select role models of towering strengths (or glaring weaknesses).
Learn from characteristics rather than from the whole person.
• Learn from those in authority. Distance yourself from your feelings, and analyze what they
do and do not do well. Choose to imitate the successful behavior.
• Learn from ineffective behavior. Distance yourself from your feelings, and explore why the
ineffective behavior didn’t work.
• Learn from interviewing others. Ask what, how, and why they do what they do, where they
learned it, and how they keep it current and relative.
• Get feedback from your direct reports. Set a positive tone, and don’t retaliate if you don’t
agree.
• Learn from limited staff. Look for ways to bring out the best in others who may lack skills
or experience. Motivate by being a positive force, even in negative situations, and by giving
feedback. Recognize when it’s time to stop trying something and start over.
• Learning from courses:
• Take a supervisory course. Review the common practices of effective supervision.
RECOMMENDED READINGS
• Adair, John. The Inspirational Leader. London: Kogan Page, 2003.
29
• Bolton, Robert and Dorothy Grover Bolton. People Styles at Work—Making Bad
Relationships Good and Good Relationships Better. New York: AMACOM, 1996.
• Carlaw, Malcolm, Peggy Carlaw, K. Deming Vasudha, and Kurt Friedmann. Managing and
Motivating ContactCenter Employees: Tools and Techniques for Inspiring Outstanding
Performance From Your Frontline Staff. New York: McGraw-Hill, Inc., 2002.
• Cloke, Kenneth and Joan Goldsmith. The Art of Waking People Up: Cultivating Awareness
and Authenticity at Work. San Francisco: Jossey-Bass, Inc., 2003.
• Crainer, Stuart. Motivating the New Generation—Modern Motivation Techniques. New York:
BrownHerron Publishing, 2001.
• Deems, Richard S. and Terri A. Deems. Leading in Tough Times: The Manager’s Guide to
Responsibility, Trust, and Motivation. Amherst, MA: HRD Press, 2003.
• Glanz, Barbara A. Handle With CARE: Motivating and Retaining Employees. New York:
McGraw-Hill Trade, 2002.
• Green, Thad. Motivation Management: Fueling Performance by Discovering What People
Believe About Themselves and Their Organizations. Palo Alto, CA: Davies-Black Publishing,
2000.
• Grensing-Pophal, Lin. Motivating Today’s Employees. Bellingham, WA: Self Counsel Press,
2002.
• Hiam, Alexander. Motivational Management: Inspiring Your People for Maximum
Performance. New York: AMACOM, 2003.
• Karp, Hank. Bridging the Boomer-Xer Gap. Palo Alto, CA: Davies-Black Publishing, 2002.
• Manz, Charles C. and Henry P. Sims, Jr. The New Superleadership: Leading Others to Lead
Themselves. San Francisco: Berrett-Koehler Publishers, Inc., 2001.
• McKenna, Patrick J. and David H. Maister. First Among Equals: A Guidebook for How Group
Managers Can Manage the Unmanageable. New York: The Free Press, 2002.
• Scott, Wayne J., Thomas Miller, III, and Michele W. Scott. Motivating Others: Bringing Out
the Best in People. Bloomington, IN: 1stBooks Library, 2001.
• Thomas, Kenneth W. Intrinsic Motivation at Work: Building Energy & Commitment. San
Francisco: Berrett-Koehler Publishers, Inc., 2000.
• Zemke, Ron, Claire Raines, and Bob Filipczak. Generations at Work. New York: AMACOM,
2000.
30
COMPETENCY #7: INTEGRITY AND TRUST
QUALITY/SUCCESS FACTOR: INDIVIDUAL EXCELLENCE
Is widely trusted; is seen as a direct, truthful individual; presents truthful information in an
appropriate and helpful manner; keeps confidences; admits mistakes; doesn't misrepresent
himself or herself for personal gain.
PROFICIENCY LEVEL
Ground Level: Developing (Has not yet reached Level 1: Basic)
Level 1: Basic Level 2: Intermediate Level 3: Advanced Level 4: Expert
Is seen as trustworthy Is widely trusted and
seen as a direct, truthful
individual
Is known to
consistently adhere to
ethical principles, and
expects others to
follow suit
Is known to espouse
and apply a high set
of ethical and moral
principles
Openly values honesty Presents truthful
information in an
appropriate and helpful
manner
Is respected as a
credible source and a
proven confidant
Is indisputably trusted
to keep confidences
and to protect
sensitive information,
even to his or her
own detriment
Understands and
values the importance
of trust
Can be trusted to keep
confidences
Keeps confidences
even when pressured
to compromise
Keeps confidences,
and promotes the
value of trust and
respect for personal
confidences
throughout the
organization
Is conscious of his or
her personal value
system when faced
with difficult situations
Consistently applies
personal values to
appropriately address
difficult situations
Stays true to his or her
values even when it is
unpopular to do so
Stays true to his or
her values, regardless
of internal and
external pressures
OVERDOING INTEGRITY AND TRUST
• May be too direct at times, which may catch people off guard and make them uncomfortable
• May push openness and honesty to the point of being disruptive
• May be so "only the facts" driven as to omit drawing reasonable conclusions, rendering
opinions, or fixing blame, even when it's reasonable to do so
31
ESSENTIALS QUESTIONS
To improve your proficiency, ask yourself the following questions on a regular basis:
• Have I honored my word to protect confidential information?
• Have I followed through on things that I offered or committed to do when I promised to do
them?
• Am I honest with my feedback and opinions even when they are unpopular in my
organization?
• Do others regard me as having high ethical and moral principles?
• Am I able to openly admit making mistakes?
• Have I done something contrary to my ethical or moral principles, and, if so, what steps can I
take to make it right?
To avoid overdoing Integrity and Trust, ask yourself:
• Am I being tactless for the sake of being completely honest?
• Am I self-righteous and smug around others whom I know to be less trustworthy?
• Am I overly concerned with factual information so that I fail to be reasonable and forgiving?
LEARNING THE JOB
Learning on your own: These self-development remedies will help you build your skill(s).
• Just say it: Speak up when you should, focusing on the facts and the problems. Avoid
qualifying and conditional statements; be specific and don't lay blame.
• Promise only what you can deliver: Accurately state what you can and cannot do. Avoid
promises and commitments based upon what you think others want to hear. Honestly deal with
mistakes.
• Keep confidences confidential: Be clear on what others expect you to keep confidential, and
then stick to it. Make it clear to others up front that you may not be able to keep performance,
ethical, legal, or safety matters in confidence before they tell you. Loose lips sink ships.
• Honor others' trust in you: Draw the line between what information you can share and what
information you cannot compromise, even for the sake of your own advantage.
• Take responsibility: Admit your mistakes, and accept blame when it's warranted. Make others
aware of possible consequences. Learn from your errors so that they won’t be repeated, and
move on.
• Say what you mean and mean what you say: Be consistent in what you say to everyone, not
changing your opinion or story to fit your audience or situation.
• Say what needs to be said: Communicate information when it is appropriate. Make the effort
to learn from others what they need to know, and comply if you can.
• Have the courage to say the hard things: Be forthcoming with information to the proper
person(s) when it is necessary to prevent a destructive situation, even if you are uncomfortable
doing it. Blowing the whistle at the right time can help to prevent a train wreck.
• Follow through: Be dependable. Return phone calls; give information when you promise it;
32
perform tasks you say you will. Write things down so you won't forget to do them. Keep to
your word.
• Be worthy of trust: The end does not always justify the means. Promote your agenda without
sabotaging others.
Learning from develop-in-place assignments: These part-time develop-in-place assignments
will help you build your skill(s).
• Handle a tough negotiation.
• Troubleshoot a performance or quality problem.
• Manage a group through a significant crisis.
• Take on a tough, seemingly undoable project that others have tried and failed.
• Resolve a conflict between two people or groups.
• Make peace with an enemy or someone you've disappointed, had trouble with, or don't get
along with.
Learning more from your plan: These additional remedies will help make this development
plan more effective for you.
• Learning from experience, feedback, and other people:
• Use multiple models. Select role models of towering strengths (or glaring weaknesses).
Learn from characteristics rather than from the whole person.
• Learn from those in authority. Distance yourself from your feelings, and analyze what these
people do and do not do well. Choose to imitate the successful behavior.
• Learn from mentors and tutors. Be open and non-defensive; solicit and accept feedback.
• Learn from ineffective behavior. Distance yourself from your feelings, and explore why the
ineffective behavior didn't work.
• Learn from interviewing others. Ask what, how, and why they do what they do, where they
learned it, and how they keep it current and relative.
• Learn by observing others. Objectively study what they do.
• Be cautious of feedback obtained in temporary and extreme contexts. It likely won't reflect
your normal behavior.
• Be open to feedback. Ask for examples and details; listen; take notes, and keep a journal.
• Learn from mistakes. Focus on "why" more than "what." Don't avoid similar situations for
fear of repeating mistakes, but learn and try again. Don't repeat what went wrong more
diligently, but try something new. Look for patterns that may be causing the problem.
• Learning from courses:
• Participate in Insight Events. Take a course designed to assess skills and provide feedback to
help you develop self-knowledge.
RECOMMENDED READINGS
• Batstone, David. Saving the Corporate Soul & (Who Knows?) Maybe Your Own: Eight
33
Principles for Creating and Preserving Wealth and Well-Being for You and Your Company
without Selling Out. San Francisco: Jossey-Bass, Inc., 2003.
• Block, Peter. The Answer to How Is Yes: Acting On What Matters. San Francisco: Berrett-
Koehler Publishers, Inc., 2001.
• Chambers, Harry E. No Fear Management: Rebuilding Trust, Performance, and Commitment
in the New American Workplace. Boca Raton, FL: St. Lucie Press, 1998.
• Deems, Richard S. and Terri A. Deems. Leading in Tough Times: The Manager’s Guide to
Responsibility, Trust, and Motivation. Amherst, MA: HRD Press, 2003.
• Galford, Robert M. and Anne Siebold Drapeau. The Trusted Leader: Bringing Out the Best in
Your People and Your Company. New York: The Free Press, 2002.
• Gollin, Al. Trust or Consequences: Build Trust Today or Lose Your Market Tomorrow. New
York: AMACOM, 2004.
• Johnson, Larry and Bob Phillips. Absolute Honesty: Building a Corporate Culture That Values
Straight Talk and Rewards Integrity. New York: AMACOM, 2003.
• Kaptein, Muel and Johan Wempe. The Balanced Company: A Corporate Integrity Theory.
Oxford, UK: Oxford University Press, 2002.
• Maister, David H., Charles H. Green and Robert M. Galford. The Trusted Advisor. New York:
The Free Press, 2001.
• O'Toole, James. Leading Change. Boston: Harvard Businss School Press, 1996.
• Remick, Norman Thomas. West Point: Character Leadership Education: A Book Developed
from the Readings and Writings of Thomas Jefferson. New York: RPR, 2002.
• Seglin, Jeffrey L. The Right Thing: Conscience, Profit and Personal Responsibility in Today’s
Business. Rollinsford, NH: Spiro Press, 2003.
• Shaw, Robert Bruce. Trust in the Balance—Building Successful Organizations on Results,
Integrity and Concern. San Francisco: Jossey-Bass, Inc., 1997.
• Solomon, Robert C. and Fernando Flores. Building Trust: In Business, Politics, Relationships,
and Life. Oxford, UK: Oxford University Press, 2001.
• Tracy, Diane and William J. Morin. Truth, Trust, and the Bottom Line. Chicago, IL: Dearborn
Trade Publishing, 2001.
• Zand, Dale E. The Leadership Triad—Knowledge, Trust and Power. New York: Oxford
University Press, 1997.
34
Competency #8: Listening
Quality/Success Factor: Individual Excellence
Practices attentive and active listening; has the patience to hear people out; can accurately restate
the opinions of others even when he or she disagrees.
PROFICIENCY LEVEL
Ground Level: Developing (Has not yet reached Level 1: Basic)
Level 1: Basic Level 2: Intermediate Level 3: Advanced Level 4: Expert
Is attentive and listens
to others
Listens carefully,
paying full attention to
the speaker
Has a good reputation
for patiently and
politely listening to
others
Practices attentive
and active listening,
often paraphrasing
the message of the
speaker to ensure
understanding
Allows others the
opportunity to speak
Has the patience to hear
people out
Takes time to digest
what he or she hears
before responding
Makes solid eye
contact, intuitively
absorbing the gist of
the message
Is considerate of the
opinions of others
Considers opinions of
others even when he or
she disagrees
Refrains from
interrupting or
correcting the speaker,
allowing the other
person to make his or
her point
Accurately restates
the opinions of others
even when he or she
disagrees
OVERDOING LISTENING
• May spend too much time listening
• May avoid necessary action
• Others may confuse listening with agreement
ESSENTIALS QUESTIONS
To improve your proficiency, ask yourself the following questions on a regular basis:
• Can I accurately restate what I just heard someone say without editorializing?
• When I listen to someone, am I thinking about what I am going to say when he or she is
finished?
• Do I allow others to speak without interrupting them or finishing their sentences?
35
• Did I drum my fingers or pencil, fidget, or stare while listening to someone today?
• When getting negative personal feedback, do I listen without getting defensive?
• Has anyone thanked me and told me I am I good listener lately?
To avoid overdoing listening, ask yourself:
• Am I trying too hard to appear attentive?
• Am I conveying agreement rather than just listening?
• Am I avoiding taking action?
LEARNING ON THE JOB
Learning on your own: These self-development remedies will help you build your skill(s).
• Learning on your own: These self-development remedies will help you build your skill(s).
• Show that you are listening with your behavior: Keep your mouth closed, make eye contact,
take notes, and refrain from fidgeting. Paraphrase what was just said to the speaker's
satisfaction.
• Restrain yourself from interrupting: Wait until the speaker is finished before commenting.
Allow people to finish their own sentences.
• Ask questions: Good listeners ask probing and clarifying questions to get a good
understanding of what they hear.
• Listen equally to everyone: Practice listening to those you don't usually listen to, and listen for
content.
• Listen to those who waste a lot of time, but try to help them: You may need to interrupt
someone who rambles and try to help that person communicate in a better way. Summarize
what he or she has said; help him or her categorize to stop rambling; tactfully tell this person
to be shorter next time.
• Listen under duress: If you are being verbally attacked or criticized, keep calm. Consider your
task to accurately understand what is being said, not to accept or refute. Try to absorb the
energy of your opponent to manage him or her. Ask clarifying questions without hitting back.
Allow others to talk until they run out of venom.
• Work on your listening non-verbals: Work at eliminating the non-verbal signals that indicate
you are not listening (furrowed brow, blank stare, body agitation, finger or pencil drumming).
Ask others who know you well what your non-verbals may be.
• Listen to people you don't like: Look for the good in everyone, and try to see the positive
things others may see in them. Give them a second chance.
• Listen to people you like: It may be necessary to tactfully interrupt someone to keep a
discussion focused. Listen to problems completely without offering advice. Ask chronic
complainers to write down their problems and solutions. If someone is complaining about
others, suggest he or she talks to them instead, without agreeing or disagreeing.
36
Learning from develop-in-place assignments: These part-time develop-in-place assignments
will help you build your skill(s).
• Find and spend time with an expert to learn something new to you.
• Go to a campus as a recruiter.
• Go on a trip to a foreign country you've never been to before.
• Interview outsiders on their view of your organization, and present your findings to others in
your organization.
• Become someone's assigned mentor, coach, sponsor, or champion.
• Make peace with an enemy or someone you've disappointed, had trouble with, or don't get
along with.
Learning more from your plan: These additional remedies will help make this development
plan more effective for you.
• Learning to learn better:
• Consult with an expert in an area of concern to you. Describe your situation, and receptively
listen to this person’s advice and counsel. Try the advice before you reject it.
• Interview a model of what you need to learn. Observe this person performing successfully,
and ask him or her how he or she became good at it. Ask this person how he or she assesses
situations to determine when and how to use his or her skills.
• Form a learning network with others working on the same problem. Look for a variety of
people inside and outside your organization. Give feedback to each other; try new things
together; share successes and failures, lessons, and learning.
• Debrief others after a successful or non-successful event. Ask them about the decisions they
made and what they might do differently.
• Learning from experience, feedback, and other people:
• Be a student of others. Study the behavior of other people. Determine what behaviors are
effective and ineffective, and incorporate what you can in your own behavior.
• Learn from ineffective behavior. Distance yourself from your feelings, and explore why the
ineffective behavior didn't work.
• Learn from remote models. Read a book or an article about someone, and observe what he
or she does or doesn't do well.
• Get feedback from your direct reports. Set a positive tone, and don't retaliate if you don't
agree.
• Learn from limited staff. Look for ways to bring out the best in others who may lack skills
or experience. Motivate by being a positive force, even in negative situations, and by giving
feedback. Recognize when to stop trying something and start over.
• Learning from courses:
• Participate in Insight Events. Take a course designed to assess skills and provide feedback to
help you develop self-knowledge.
37
RECOMMENDED READINGS
• Arrendondo, Lani. Communicating Effectively. New York: McGraw-Hill Trade, 2000.
• Barker, Larry Ph.D. and Kittie Watson, Ph.D. Listen Up: At Home, at Work, in Relationships:
How to Harness the Power of Effective Listening. Irvine, CA: Griffin Trade Paperback, 2001.
• Bolton, Robert and Dorothy Grover Bolton People Styles at Work—Making Bad Relationships
Good and Good Relationships Better. New York: AMACOM, 1996
• Burley-Allen, Madelyn. Listening: The Forgotten Skill. New York: John Wiley and Sons,
1995.
• Hybels, Saundra and Richard L. Weaver. Communicating Effectively. New York: McGraw-
Hill Text, 2001.
• Loehr, Jim and Tony Schwartz. The Power of Full Engagement: Managing Energy, Not Time,
Is the Key to High Performance and Personal Renewal. New York: The Free Press, 2003.
• Lumsden, Gay and Donald L. Lumsden. Communicating in Groups and Teams: Sharing
Leadership. New York: Wadsworth Publishing Company, 1999.
• Nichols, Michael P. The Lost Art of Listening. New York: The Guilford Press, 1995.
• Van Slyke, Erik J. Listening to Conflict. New York: AMACOM, 1999.
38
COMPETENCY #9: PERSONAL LEARNING AND DEVELOPMENT
QUALITY/SUCCESS FACTOR: INDIVIDUAL EXCELLENCE
Is personally committed to and actively works to continuously improve himself or herself;
recognizes the need to change personal, interpersonal, and managerial behavior; actively seeks
feedback.
PROFICIENCY LEVEL
Ground Level: Developing (Has not yet reached Level 1: Basic)
Level 1: Basic Level 2: Intermediate Level 3: Advanced Level 4: Expert
Participates in
activities for self-
improvement
Works to continuously
improve himself or
herself
Is personally
committed to
continually improving
himself or herself and
rigorously pursues
multiple means to do
so
Is dedicated to
continuous learning
and self-
improvement, and
aggressively
undertakes activities
to enrich intellect, to
build new skills, and
to hone existing skills
Recognizes the need to
develop personal,
interpersonal, or
managerial behavior
Works to deploy
strengths, compensating
for weaknesses and
limits
Readily gets involved
in activities that will
challenge and stretch
current skills and
intellectual prowess
Continually expends
his or her talents and
gifts to the fullest,
participating in a
variety of events and
pursuits designed to
build on strengths
Is aware that different
skills and approaches
are required for
various situations
Picks up on the need to
change personal,
interpersonal, or
managerial behavior
quickly
Actively seeks
feedback from others
to determine areas in
which he or she can
best improve
Earnestly garners
feedback, and acts
upon it to improve
perceived weaknesses
and limitations and to
build a repertoire of
skills
Is responsive to
reactions of others
regarding his or her
influence and
performance
Watches others for their
reactions to his or her
attempts to influence
and perform, and
adjusts
Learns from success
and failures, and helps
others to benefit from
their experiences
Is a role model for
those who strive for
personal excellence
Reacts to changing
demands
Reads changing
demands and responds
accordingly
Monitors conditions to
anticipate the need to
change
Demonstrates
mastery of agility in
meeting changing
conditions
39
OVERDOING PERSONAL LEARNING AND DEVELOPMENT
• May be seen as too changeable
• May shift situationally too easily and leave the impression of being wishy-washy
• May confuse people with constant efforts to improve and change, and by being so adaptable
• May err toward doing things differently rather than remaining the same
• May be a self-help development junkie, susceptible to self-help fads
• May be too self-centered, spending too much time improving and too little time acting and
performing
ESSENTIALS QUESTIONS
To improve your proficiency, ask yourself the following questions on a regular basis:
• What training or enrichment courses, seminars, or conferences can I attend to broaden my
perspective or to hone my current skills?
• What can I learn from my recent successes?
• What can I learn from my recent setbacks or failures?
• What do I need to work on and improve? Can I benefit from a multisource assessment (such as
a 360º Assessment)?
• What questions must I ask to gain a better understanding of something?
• What new techniques can I experiment with in my job?
To avoid overdoing Personal Learning and Development, ask yourself:
• Am I perceived by others as too changeable and wishy-washy?
• Am I overly obsessed with self-help fads?
• Am I spending too much time learning and too little time performing?
LEARNING ON THE JOB
Learning on your own: These self-development remedies will help you build your skill(s).
• Observe, listen, be a student of people: Watch others’ reactions to what you are doing while
you are doing it. Ask others for direct feedback, both during and after. Try to predict what
others will do or say before they do it. Look for behavior patterns to better adjust to their
responses.
• Observe others: Watch others who are good with interpersonal transactions or transitions and
tense situations. Note how they react to and monitor problems; ask questions, make
statements, and state things in hard, moderate, or soft ways. Ask them for their rationale in
these situations. Relate the information to your behavior.
• Work from the outside in: Practice thinking inside-out when you are around others. Consider
what behavior will best accommodate others' learning. If you are particularly successful, avoid
40
the arrogance of devaluing the contributions of others by working harder to observe, read
about, and interview others.
• Pay attention to non-verbal cues: Watch for body language (turning away, crossed arms,
staring, glancing at the watch) in others to signal when it’s time to do a process check or
change course.
• Experiment and expand your repertoire: Mix up your delivery; ask questions, speak briefly,
summarize often, explain everything you say. Try to stretch yourself; do uncharacteristic
things; go to your limits and beyond. By expanding your behaviors, you can become more
effective across a larger number of situations.
• Receive feedback: Allow others to offer you course-correction information without being
defensive. See yourself in a calm state, and develop automatic tactics (count to ten, think in
slow motion) to resist shutting down when criticized.
• Get an assessment: Get a good assessment (such as a 360º questionnaire) of what you do and
do not do well and what others want to see you keep or stop doing. You can then spend your
time developing only things you need to. Show others you take your development seriously by
asking for their help, admitting your shortcomings, and trying to do something about them.
• Categorize: Divide your skills into these categories: clear strengths (your best), overdone
strengths (too much of a good thing), hidden strengths (others rate you higher than you do),
blind spots (you rate yourself higher than others do), weaknesses (don’t do well), untested
areas (haven’t tried), don’t knows (need more feedback). Determine what is important for your
current job and the job(s) you may aspire to do next. Compare your appraisal with the success
profile of those jobs.
• Maintain your strengths and compensate for your weaknesses: Test your strengths with new
tasks. Coach others in your strengths, and ask them for help in theirs. Balance your overdone
strengths in important areas by focusing on the unintended consequences. Get the downside of
your strength up to neutral; see that it doesn’t hurt you. Work on your weaknesses by
employing stretching tasks to develop the skill, getting continual feedback, building
frameworks to help you understand through courses, and cementing all your learning for future
use.
• Deal with blind spots and untested areas: Be careful with blind spots because you think you
are better at something than you may be. Resist challenging tasks involving this skill until you
clearly understand your behavior, have a target model of excellent behavior, and have a plan.
Collect more data, and have someone you trust monitor you and give you immediate feedback.
Work to clear the blind spot. Get involved in small versions of your untested areas. Write
down what you did and did not do well, and then try a second, bigger version. Keep a written
record of your performance, and keep increasing the magnitude of the ―test‖ until you reach
the optimum level.
Learning from develop-in-place assignments: These part-time develop-in-place assignments
will help you build your skill(s).
• Attend a self-awareness or assessment course that includes feedback.
• Attend a course or event that will push you personally beyond your usual limits and comfort
zone.
• Interview or work with a tutor or mentor on a skill you need to develop.
• Try to learn something frivolous and fun to see how good you can get (e.g., juggling, square
dancing, magic).
41
• Go on a trip to a foreign country you have not been to before.
• Teach or coach someone how to do something you are not an expert in.
• Take on a task you dislike or hate to do.
• Make peace with an enemy, someone you’ve disappointed, or someone you’ve had some
trouble or don’t get along with.
Learning more from your plan: These additional remedies will help make this development
plan more effective for you.
• Learning to learn better:
• Monitor yourself more closely and get off your autopilot. Think freshly about each situation
before acting.
• Examine your past for parallels to the current situation. Note what has worked and not
worked before, and apply what you can.
• Keep a learning journal. Document the issues and opportunities you’ve faced and your
reactions. Focus on how you used your strengths and weaknesses, as well as on what
worked and didn’t work.
• Analyze how you perform under several roles. Analyze how you are as a contributor,
professional, parent, spouse, and/or friend. Create a list of criteria for each role, evaluate
yourself against the criteria, and pick a few things to work on to improve in each role.
• Do a career learning timeline for insights. Make a chronology for yourself, from schooling
to the present, in terms of the development of your thinking and problem-solving style and
your preferences. Consider impacts, breakthroughs, blocks, and development.
• Form a learning network with others working on the same problem. Look for a variety of
people inside and outside your organization. Give feedback to each other; try new things
together; share successes and failures, lessons, and learning.
• Compare notes and views on a single problem from multiple sources. List the facts, your
opinions, your hunches, your intuitions, and your feelings about the same problem or issue,
and check the overlap and the differences. Compare yours with the views of others.
• Throw yourself with more vigor than usual into something new so that you will have to
learn quickly. Pick something that is out of your skill and strength set.
• Debrief someone else after a successful or non-successful event shortly after they have done
something particularly well or badly. Ask them about their decisions and what they would
have done differently. Glean some insights from the experiences of others.
• Use a tutor to learn something new. Open up, listen, learn, and try new things.
• Learn new and frivolous skills to study how you learn. See yourself under different and less-
stressful learning conditions. Consider the tactics you use and apply them to more difficult
things.
• Try some new things out of your normal comfort zone. Go against your grain; do something
opposite to your nature; take a learning risk.
• Learning from experience, feedback, and other people:
• Learn from mistakes. Focus on "why" more than "what." Don’t avoid similar situations for
fear of repeating mistakes, but learn and try again. Don’t repeat what went wrong more
diligently, but try something new. Look for patterns that may be causing the problem.
42
• Learn by observing others. Objectively study what he or she does.
• Learn from interviewing others. Ask what, how, and why they do what they do, where
they learned it, and how they keep it current and relative.
• Learning from courses:
• Participate in Insight Events. Take a course designed to assess skills and provide feedback to
help you develop self-knowledge.
• Have an open attitude toward learning. Close down your ―like/dislike‖ and ―agree/disagree"
switches. Ask questions, reflect, and make decisions about what you can and cannot use.
RECOMMENDED READINGS
• Bardwick, Judith M. Seeking the Calm in the Storm: Managing Chaos in Your Business Life.
Upper Saddle River, NJ: Financial Times/PrenticeHall, 2002.
• Bell, Arthur H., Ph.D. and Dayle M. Smith, Ph.D. Motivating Yourself for Achievement. Upper
Saddle River, NJ: Prentice Hall, 2002.
• Bolles, Richard N. What Color Is Your Parachute? 2004: A Practical Manual for Job-Hunters
& Career-Changers. Berkeley, CA: Ten Speed Press, 2004.
• Brim, Gilbert, Ambition: How We Manage Success and Failure Throughout Our Lives. New
York: Backinprint.com, 2000.
• Brooks, Michael. Instant Rapport. New York: Warner Books, 1989.
• Butler, Gillian Ph.D and Tony Hope, M.D. Managing Your Mind. New York: Oxford
University Press, 1995.
• Caro, Mike. Caro’s Book of Poker Tells. New York: Simon & Schuster, 2003.
• Champy, James and Nitin Nohria. The Arc of Ambition. Cambridge, MA: Perseus Publishing,
2000.
• Christian, Ken. Your Own Worst Enemy: Breaking the Habit of Adult Underachievement. New
York: Regan Books, 2004.
• Cooper, Robert K. and Ayman Sawaf. Executive EQ: Emotional Intelligence in Leadership
and Organizations. New York: Grosset/Putnam, 1997.
• Danzig, Robert J. The Leader Within You. Hollywood, FL: Lifetime Books, Inc., 1998.
• Fulmer, Robert M. and Jay A. Conger. Growing Your Company’s Leaders New York:
AMACOM, 2004.
• Glickman, Rosalene. Optimal Thinking: How to Be Your Best Self. New York: John Wiley &
Sons, Inc., 2002.
• Handy, Charles B. 21 Ideas for Managers: Practical Wisdom for Managing Your Company
and Yourself. San Francisco: Jossey-Bass, Inc., 2000.
• Holton, Bill and Cher Holton. The Manager’s Short Course. Thirty-three Tactics to Upgrade
Your Career. New York: John Wiley & Sons, Inc., 1992.
• Ishiguro, Kazuo. The Remains of the Day. New York: Knopf, 1989.
• Kouzes, James M. Credibility: How Leaders Gain and Lose It, Why People Demand It. San
Francisco: Jossey-Bass Publishers, 2003.
• Lombardo, Michael M. and Robert W. Eichinger. The Leadership Machine. Minneapolis, MN:
Lominger Limited, Inc., 2004.
• Mazzarella, Mark C. and Jo-Ellan Dimitrius. Reading People: How to Understand People and
Predict Their Behavior—Anytime, Anyplace. New York: Ballantine, Books, 1999.
43
• McCall, Morgan W., Michael M. Lombardo, and Ann M. Morrison. The Lessons of
Experience. Lexington, MA: Lexington Books, 1988.
• Morrison, Ann M., Randall P. White, Ellen Van Velsor, and the Center for Creative
Leadership. Breaking the Glass Ceiling: Can Women Reach the Top of America’s Largest
Corporations? Reading, MA: Addison-Wesley Publishing Company, 1992.
• Niven, David. The 100 Simple Secrets of Successful People: What Scientists Have Learned
and How You Can Use it. New York: HarperBusinesss, 2002.
• Pirsig, Robert M. Zen and the Art of Motorcycle Maintenance. New York: Bantam Books,
1984.
• Prochaska, James O., John C. Norcross, and Carlo C. DiClemente. Changing for Good. New
York: Avon Books, 1995.
• Stephens, Deborah C. (Ed.) and Abraham Harold Maslow. The Maslow Business Reader. New
York: John Wiley & Sons, Inc., 2000.
• Stone, Florence M. and Randi T. Sachs. The High-Value Manager—Developing the Core
Competencies Your Organization Needs. New York: AMACOM, 1995.
• Wainright, Gordon R. Teach Yourself Body Language. New York: McGraw-
Hill/Contemporary Books, 2003.
44
COMPETENCY #10: VALUING DIVERSITY
QUALITY/SUCCESS FACTOR: INDIVIDUAL EXCELLENCE
Manages all kinds and classes of people equitably; supports equal and fair treatment and
opportunity for all; fosters a climate of inclusion, where diverse thoughts are freely shared and
integrated.
PROFICIENCY LEVEL
Ground Level: Developing (Has not yet reached Level 1: Basic)
Level 1: Basic Level 2: Intermediate Level 3: Advanced Level 4: Expert
Able to work
effectively with a
diverse range of
people
Manages all kinds and
all classes of people
equitably
Actively recruits
people from diverse
backgrounds to work
together in groups
Demonstrates an
honest respect and
appreciation for
cultural diversity
Sees value in having a
diverse population in
the organization
Deals effectively with
all races, nationalities,
cultures, disabilities,
ages, and genders
Supports fair treatment
and equal opportunity
for all and enforces
that policy within
his/her sphere of
influence
Incorporates
consideration of all
classes, races,
nationalities, cultures,
disabilities, and
genders into
organizational policy
and promotions
Supports fair treatment
and equal opportunity
for all
Includes everyone in
extending opportunity
for employment and
advancement
Provides programs to
foster and enrich
cultural understanding
and promotes cross-
cultural interaction
Creates a climate that
treats interface
between diverse
people and groups as
the norm
Is receptive to diverse
thoughts and
alternative
perspectives, and
incorporates them into
his or her work
Actively seeks and
integrates diverse
thoughts and
perspectives in order to
develop more robust
plans and solutions
Fosters a climate of
inclusion, where
diverse thoughts are
freely shared and
integrated to develop
plans and solutions
that are best suited to
circumstances
Reputation for
receptiveness to
thought diversity
makes this individual
a magnet for diverse
thoughts and
perspectives; fosters
an organizational
climate of inclusion
that integrates the
best ideas from many
varied voices
Culturally educates
constituents and
encourages cross-
cultural interaction,
45
Level 1: Basic Level 2: Intermediate Level 3: Advanced Level 4: Expert
both inside and
outside the
organization
OVERDOING VALUING DIVERSITY
• May make too many allowances for members of a particular class
• May not apply equal standards and criteria to all classes
• May show an inappropriate preference for a single class of people
• May compromise standards to achieve diversity
ESSENTIALS QUESTIONS
To improve your proficiency, ask yourself the following questions on a regular basis:
• Do I consistently build teams with individuals who represent a variety of thoughts, races,
cultures, age groups, disabilities, and genders?
• What programs can I bring to the workplace to introduce other cultures in order to enrich
myself and others?
• When I choose people for tasks, do I provide an equal opportunity for participation?
• What stereotypes do I allow to influence my judgment without even realizing it?
• What cultural events, such as ethnic community festivals, can I attend in my area?
• Is there someone in our organization who is of a different cultural background than I whom I
can interact with and get to know better?
To avoid overdoing Valuing Diversity, ask yourself:
• Am I being overly sensitive to diversity, making undo allowances for some and not others?
• Am I willing to compromise my judgment or standards to appear that I value diversity?
• Am I showing an inappropriate preference for one particular class of people?
LEARNING ON THE JOB
Learning on your own: These self-development remedies will help you build your skill(s).
• Make the business case: Increase diversity in your organization. Communicate equity and
value to all. Learn more about the peoples and cultures represented in your community.
• Provide equal opportunity: Realize that equal opportunity may mean differential treatment.
Make adjustments in order to level the playing field for those who may be (or may have been)
disadvantaged.
46
• Apply the same standards to everyone: After providing differential treatment to balance a
disadvantage, the playing field should be equal. When given equal opportunity, equal
performance is the desired result.
• Minimize deference to differences: Diverse teams are generally more creative and innovative.
Statistically, however, differences (gender, age, ethnicity, etc.) are not important to getting the
job done.
• Understand your own subtle stereotyping: Assess and correct your pattern of stereotyping.
Surface differences don't make a difference in performance.
• Deal with people equitably: See people as individuals rather than members of a group. Resist
the mental exercise of putting people in buckets. Understand without judging; be honest with
yourself.
• Balance people processes: Defeat unintentional inequalities. Drive programming to provide
equal information, challenging tasks, and skill-building opportunities to everyone.
• Address the legitimate demands and concerns of groups: Realize that people will gravitate to
others they perceive as having similar needs and demands. Relax and avoid a defensive
posture. Attend their group meetings and listen; see if you can help them get what they want.
• Put diversity to the test: Attack problems with diverse task forces. Assemble the most diverse
team you can with the skills to do the task. Spend more time around people who are different
from you to gain a broader perspective.
• Diversify: Interact with people in your organization, neighborhood, or place of worship who
are different from you in some way. Visit ethnic festivals; vacation in ethnically diverse areas;
travel to areas where you are in the minority or don't speak the language.
Learning from develop-in-place assignments: These part-time develop-in-place assignments
will help you build your skill(s).
• Serve with a community agency for a year or more.
• Work on an affirmative action plan for your organization and present it to key people.
• Manage a project team made up of people of several different nationalities.
• Mentor, teach, or coach someone.
• Manage a temporary group of resisting people through an unpopular change or project.
Learning more from your plan: These additional remedies will help make this development
plan more effective for you.
• Learning to learn better:
• Study yourself in detail. Consider which of your likes or dislikes has prevented you from
moving to a higher level of learning. Make the necessary change.
• Examine why you judge people the way you do. List the people you like or dislike and why.
Discern what you have in common with them.
• Learning from experience, feedback, and other people:
• Use multiple models. Select role models of towering strengths (or glaring weaknesses).
Learn from characteristics rather than the whole person.
• Get feedback from your direct reports. Set a positive tone, and don't retaliate if you don't
agree.
47
• Learn from limited staff. Look for ways to bring out the best in others who may lack skills
or experience. Motivate by being a positive force even in negative situations and by giving
feedback. Recognize when it's time to stop trying something and start over.
• Learning from courses:
• Take a supervisory course. Review the common practices of effective supervision.
• Participate in Insight Events. Take a course designed to assess skills and provide feedback to
help you develop self-knowledge.
• Take a strategic course. Stretch your thinking to prepare for and anticipate future challenges.
• Have a learning attitude. Be open, close down your "like/dislike" and "agree/disagree"
switches. Expose yourself to new lessons, change, and new perspectives. Ask questions.
• Encourage others to take refresher or preparatory courses. Communicate and be supportive.
RECOMMENDED READINGS
• Bucher, Richard D. and Patricia L. Bucher. Diversity Consciousness: Opening Our Minds to
People, Cultures, and Opportunities. New York: Prentice Hall, 2003.
• Deresky, Helen. International Management: Strategic and Interpersonal. Upper Saddle River,
NJ: Prentice Hall, 2002.
• Greer, Charles R. and W. Richard Plunkett. Supervision: Diversity and Teams in the
Workplace. Upper Saddle, NJL Prentice Hall, 2002.
• Harvard Business Review on Managing Diversity. Boston: Harvard Business School Press,
2002.
• Harvard Business Review. Phone: 800-988-0886 (U.S. and Canada). Fax: 617-496-1029. Mail:
Harvard Business Review. Subscriber Services, P.O. Box 52623. Boulder, CO 80322-2623
USA. http://www.hbsp.harvard.edu/products/hbr
• Harvey, Carol P. and M. June Allard. Understanding and Managing Diversity: Readings,
Cases, and Exercises. Upper Saddle River, NJ: Prentice Hall, 2002.
• Hubbard, Edward. The Diversity Scorecard: Evaluating the Impact of Diversity on
Organizational Performance. Boston: Butterworth-Heinemann, 2003.
• Jacob, Nina. Intercultural Management. London: Kogan Page, 2003.
• Lancaster, Lynne C., David Stillman and Harvey MacKay. When Generations Collide: Who
They Are. Why They Clash. How to Solve the Generational Puzzle at Work. New York:
HarperCollins, 2002.
• Livers, Ancella B. and Keith A. Carver. Leading in Black and White: Working Across the
Racial Divide in Corporate America. San Francisco: Jossey-Bass, Inc., 2003.
• Lustig, Myron W. and Jolene Koester. Intercultural Competence: Interpersonal
Communication Across Cultures. Boston: Allyn & Bacon, 2002.
• Middleton, Dewight R. The Challenge of Human Diversity: Mirrors, Bridges, and Chasms.
Prospect Heights, IL: Waveland Press, 2002.
• Miller Frederick A. and Judith H. Katz. The Inclusion Breakthrough. San Francisco: Berrett-
Koehler Publishers, Inc., 2002.
• Sonnenschein, William. The Practical Executive and Workforce Diversity. New York: NTC
Business Books, 1997.
• Wilson, Trevor and Julie Carswell. Global Diversity at Work: Winning the War for Talent.
New York: John Wiley & Sons, Inc., 2002.
48
COMPETENCY #11: INTERPERSONAL SKILL
QUALITY/SUCCESS FACTOR: INDVIDUAL EXCELLENCE
Is warm and easy to approach; builds constructive and effective relationships; uses diplomacy
and tact to diffuse tense situations; has a style and charm that immediately puts others at ease and
disarms hostility.
PROFICIENCY LEVEL
Ground Level: Developing (Has not yet reached Level 1: Basic)
Level 1: Basic Level 2: Intermediate Level 3: Advanced Level 4: Expert
Is pleasant and
friendly and builds
rapport with people
Is warm, pleasant, and
gracious; easy to
approach and engage in
conversation
Builds constructive
and effective
relationships inside
and outside the
organization
Easily builds lasting,
constructive, and
mutually beneficial
relationships with
other individuals and
groups
Builds constructive
relationships with
people in his or her
area
Builds strong
relationships with
others inside and
outside his or her area
or organization
Makes an extra effort
to put others at ease
with a warm, friendly,
and accepting
demeanor
Has a style and charm
that immediately puts
others at ease and
disarms hostility
Tolerates others'
idiosyncrasies
Uses diplomacy and
tact to diffuse tense
situations comfortably
Diffuses even high-
tension situations;
respected as a
diplomat, treating
others with respect,
patience, and
consideration
Values diversity,
generating an air of
acceptance and
goodwill toward
everyone
Intuitively gifted in
diffusing volatile
interpersonal
situations and
disarming
troublemakers
OVERDOING INTERPERSONAL SKILL
• May waste too much time building rapport in meetings, building networks, and glad-handing
• May be misinterpreted as easy-going or easy to influence; not taken as substantive by some
• May have too strong a desire to be liked, avoiding or freezing in the face of necessary negative
or unpleasant transactions
49
• May be able to get by with smooth interpersonal skills
• May not be a credible take-charge leader when necessary
ESSENTIALS QUESTIONS
To improve your proficiency, ask yourself the following questions on a regular basis:
• Have I initiated conversations with others today about things unrelated to work?
• When was the last time I cordially introduced myself to a stranger?
• Have I made one new friend this week?
• When engaged in a conversation, do I actively listen to what others are saying?
• What good traits can I find in someone I don't like?
• Did I keep my cool the last time I was verbally attacked or criticized?
To avoid overdoing Interpersonal Skills, ask yourself:
• Am I spending too much time trying to make new friends and influence others?
• Am I superficial, seeking more to be liked than to be known?
• Am I unwilling to do something I think may make me unpopular?
LEARNING ON THE JOB
Learning on your own: These self-development remedies will help you build your skill(s).
• Meet each person where he or she is to get things accomplished: Accept others, along with
their style and normal way of doing things. Recognize that each person is unique and functions
in distinct ways. Use your knowledge of what makes them tick to interact with them in the
most effective way.
• Select your interpersonal approach from the other person in, rather than from you out: Read
your audience, and observe their reactions to you and to others. Craft your approach of
interaction as if dealing with a valued customer.
• Work on being open and approachable: First impressions are formed within the first three
minutes of contact. Quickly gather information about people with whom you interact at the
beginning of the interface, and tailor your actions toward putting others at ease. Initiate
rapport, listen, and share.
• Listen: Listen to others, take in information, and select an appropriate response. Ask clarifying
questions without interrupting and without judging them.
• Share information: Share information, confide your thinking, and invite a response.
Communicate to others that they have value. Know three things about everyone you work
with, and talk about things beyond the work agenda.
• Manage your non-verbals: Understand the critical role of non-verbal communication. Strive to
appear relaxed, open, and calm. Speak in a pleasant tone, nod when listening, and avoid
looking at your watch or shuffling paperwork.
50
• Use your best interpersonal skills with everyone, and personalize: Strive to be at your best
whether you are comfortable or uncomfortable around a group of people. Remember important
things about the people around you (their interests, their families). Establish things you can
talk about beyond work issues with each person with whom you work.
• You start: Initiate contact with others; make eye contact, and extend your hand first. Ask the
first question, talk to strangers, and set a goal of meeting new people at every social event. Ask
questions about their opinions and preferences, and then step back and observe them.
• Be approachable to everyone: Put your judgment on hold and give people a chance, or even a
second chance. Demonstrate acceptance and interest when interacting with everyone. Look for
their good points.
• Exercise your interpersonal skill under duress: If you are being verbally attacked or criticized,
keep calm and stay cool. Try to absorb the energy of your opponent to manage him or her. Ask
clarifying questions without hitting back. Allow the other person to talk until he or she runs
out of venom. Rephrase an attack on you as an attack on a problem.
Learning from develop-in-place assignments: These part-time develop-in-place assignments
will help you build your skill(s).
• Integrate diverse systems, processes, or procedures across decentralized units.
• Study humor and funny people around you. Keep a cache of cartoons, jokes, and humorous
anecdotes.
• Be a change agent; champion a significant change, and work toward implementation.
• Resolve an issue or conflict between two people or groups.
• Make peace with an enemy or someone you've disappointed, had trouble with, or don't get
along with.
Learning more from your plan: These additional remedies will help make this development
plan more effective for you.
• Look beyond your first solution to a problem. The second or third may be more effective.
• Use objective data when judging others. Practice studying other people rather than judging or
evaluating them. Try to predict how they would act or react in various situations, and see how
accurate you are.
• Examine why you judge people the way you do. List the people you like and dislike and why.
Discern what you have in common with them.
• Analyze how you perform under several roles. Analyze how you are as a contributor,
professional, parent, spouse, and friend. Create a list of criteria for each role, evaluate yourself
against the criteria, and pick a few things to work on to improve in each role.
• Study yourself in detail. Study your likes and dislikes, and determine which may have gotten
in the way of moving you to a higher level of learning.
• Learning from experience, feedback and other people:
• Use multiple models. Select role models of towering strengths (or glaring weaknesses).
Learn from characteristics rather than from the whole person.
• Learn from mentors and tutors. Be open and non-defensive; solicit and accept feedback.
• Learn from ineffective behavior. Distance yourself from your feelings, and explore why the
ineffective behavior didn't work.
51
• Learn by observing others. Objectively study what they do.
• Learn from poor authority figures. Determine what makes them bad examples, if you are
part of the problem, and if others regard them the same way. Avoid reacting out of anger
and frustration, and resolve to not imitate poor behavior.
• Learning from courses:
• Participate in Insight Events. Take a course designed to assess skills and provide feedback to
help you develop self-knowledge.
RECOMMENDED READINGS
• Adler, Ronald B. and Jeanne Marquardt Elmhorst. Communicating at Work: Principles and
Practices for Business and the Professions. New York: McGraw-Hill Text, 2002.
• Baker, Wayne E. Networking Smart. New York: Backinprint.com, 2000.
• Foster, D. Glenn and Mary Marshall. How Can I Get Through to You? Breakthrough
Communication Beyond Gender, Beyond Therapy, Beyond Deception. New York: Hyperion,
1994.
• Foster, D. Glenn and Mary Marshall. How Can I Get Through to You? Breakthrough
Communication Beyond Gender, Beyond Therapy, Beyond Deception [sound recording]. New
York: Harper Audio, 1994.
• Goleman, Daniel, Annie McKee, and Richard E. Boyatzis. Primal Leadership: Realizing the
Power of Emotional Intelligence. Boston: Harvard Business School Press, 2002.
• Gudykunst, William B. and Young Yun Kim. Communicating With Strangers: An Approach
to Intercultural Communication. New York: WCB/McGraw-Hill, 2002.
• Gundry, Lisa and Laurie LaMantia. Breakthrough Teams for Breakneck Times: Unlocking the
Genius of Creative Collaboration. Chicago, IL: Dearborn Trade Publishing, 2001.
• Hargrove, Robert. Mastering the Art of Creative Collaboration. New York: McGraw-Hill,
Inc., 1999.
• Mai, Robert and Alan Akerson. The Leader As Communicator: Strategies and Tactics to Build
Loyalty, Focus Effort, and Spark Creativity. New York: AMACOM, 2003.
• Maxwell, John C. Relationships 101. London: Thomas Nelson, 2004.
• Silberman, Melvin L. and Freda Hansburg. Peoplesmart: Developing Your Interpersonal
Intelligence. San Francisco: Berrett-Koehler Publishers, Inc., 2000.
• Simmons, Annette. The Story Factor. Cambridge, MA: Perseus Publishing, 2001.
• Vengel, Alan A. The Influence Edge: How to Persuade Others to Help You Achieve Your
Goals. San Francisco: Berrett-Koehler Publishers, Inc., 2000.
52
COMPETENCY #12: MANAGING AND MEASURING WORK
QUALITY/SUCCESS FACTOR: OPERATING SKILLS
Clearly assigns responsibility for tasks and decisions; sets clear objectives and measures;
monitors process, progress, and results; designs feedback loops into work.
PROFICIENCY LEVEL
Ground Level: Developing (Has not yet reached Level 1: Basic)
Level 1: Basic Level 2: Intermediate Level 3: Advanced Level 4: Expert
Assigns responsibility
for tasks
Clearly assigns
responsibility for tasks
and decisions
Clearly communicates
expectations to groups,
eliminating ambiguity
Clearly
communicates
expectations and
aspirations to groups
and organizations
Sets measures Sets clear, quantitative
measures
Sets quantitative and
qualitative measures
that are observably
tied to goals and
objectives
Adjusts quantitative
and qualitative
measures as needed
to ensure appropriate
feedback on priority
goals and objectives
Observes process,
progress, and results
Monitors process,
progress, and results
Designs an efficient
and effective system of
reporting progress and
evaluations results
Designs and
broadcasts tangible
benchmarks and
success measures
Offers feedback Regularly interacts with
others to give and
receive feedback
Designs feedback
loops into work
Implements feedback
loops that provide
information to
appropriate
individuals who are
empowered to make
decisions and
exercise authority
within the prescribed
framework
OVERDOING MANAGING AND MEASURING WORK
• May be overcontrolling; may look over people's shoulders
• May prescribe too much and not empower people
53
ESSENTIALS QUESTIONS
To improve your proficiency, ask yourself the following questions on a regular basis:
• What questions can I pose to others to ensure that they understand my system?
• What goals have I set that may need to be reconsidered or changed?
• Is my system of reporting progress and evaluating results working as I expect it to?
• By what means will I broadcast tangible benchmarks and success measures for a current
project?
• What tool can I use to visually relate to others the progress toward reaching the goal?
• Who can I personally compliment for good performance?
To avoid overdoing Managing and Measuring Work, ask yourself:
• Am I trying to control every aspect of the work?
• Am I not empowering others to be responsible for their tasks?
• Am I wasting time by requiring too many progress reports?
LEARNING ON THE JOB
Learning on your own: These self-development remedies will help you build your skill(s).
• Set goals: Set goals before assigning projects, work, and tasks to help focus people's time and
efforts and to allow them to work effectively and efficiently.
• Focus on measures: Come up with some success measures to chart progress in reaching the
goals.
• Engage people in the goal-setting effort: Allow others to have a say in how goals are set and
measured to motivate their performance.
• Match goals to people: Try to relate the goals to each person’s hot button, and let them
participate in the process.
• Clarify: Be clear about goals, how they will be measured, and the rewards and consequences
for those who exceed or just make or miss their goals. Communicate both verbally and in
writing.
• Visualize: Establish a process to enable people to monitor progress and gauge their pace.
• Give feedback: Give a lot of feedback during the process to promote adjustments, add value to
the work, and keep everyone on the same page.
• Be flexible: Be prepared to change goals midstream. Anticipate problems.
• Follow through with positive and negative rewards and consequences: Celebrate the
"exceeders"; compliment the "just made its"; discuss what happened with the "missed its."
Deliver both the rewards and the consequences you promised.
• Set goals for yourself: Measure yourself. Ask others for help and for continuous feedback.
Learning from develop-in-place assignments: These part-time develop-in-place assignments
will help you build your skill(s).
54
• Temporarily manage a group opposed to an unpopular change or project.
• Temporarily manage a group of low-competence people through a task they could not do by
themselves.
• Assemble a team of diverse people to accomplish a difficult task.
• Build a multifunctional project team to tackle a common problem.
Learning more from your plan: These additional remedies will help make this development
plan more effective for you.
• Learning to learn better:
• Study people who have successfully done what you need to do. Summarize their tactics,
strategies, and insights, and then adjust your plan accordingly.
• Learning from experience, feedback, and other people:
• Learn from interviewing others. Ask what, how, and why they do what they do, where they
learned it, and how they keep it current and relative.
• Learn by observing others. Objectively study what they do.
• Get feedback from your direct reports. Set a positive tone, and don't retaliate if you don't
agree.
• Learn from limited staff. Look for ways to bring out the best in others who may lack skills
or experience. Motivate by being a positive force, even in negative situations, and by giving
feedback. Recognize when it is time to stop trying something and start over.
• Learning from courses:
• Take a supervisory course. Review the common practices of effective supervision.
• Take a course designed to offer feedback, such as how to develop negotiating skills or
influence people.
• Encourage others to take refresher or preparatory courses. Communicate, and be supportive.
RECOMMENDED READINGS
• Bovet, David and Joseph Martha. Value Nets. New York: John Wiley & Sons, Inc., 2000.
• Branham, F. Leigh. Keeping the People Who Keep You in Business. New York: AMACOM,
2001.
• Cohen, Dennis J. and Robert J. Graham. The Project Manager’s MBA: How to Translate
Project Decisions into Business Success. New York: Jossey-Bass, Inc., 2001.
• Dess, Gregory G. and Joseph C. Picken. Beyond Productivity: How Leading Companies
Achieve Superior Performance By Leveraging Their Human Capital. New York:
HarperBusiness, 1999.
• Fitz-Enz, Jac. The ROI of Human Capital: Measuring the Economic Value of Employee
Performance. New York: AMACOM, 2000.
• Friedlob, George T., Lydia L.F. Schleifer, and Franklin J. Plewa. Essentials of Corporate
Performance Measurement. New York: John Wiley & Sons, Inc., 2002.
• Gupta, Praveen and A. William Wiggenhorn. Six Sigma Business Scorecard: Creating a
55
Comprehensive Corporate Performance Measurement System. New York: McGraw-Hill
Professional, 2003.
• Hammer, Michael. The Agenda: What Every Business Must Do to Dominate the Decade. New
York: Crown Business Publishing, 2001.
• Johnson, Michael D. and Anders Gustafsson. Improving Customer Satisfaction, Loyalty and
Profit. New York: Jossey-Bass, Inc., 2000.
• Kaplan, Robert S. and David P. Norton. The Strategy-Focused Organizations: How Balanced
Scorecard Companies Thrive in the New Business Environment. Boston: Harvard Business
School Press, 2000.
• Keen, Peter G. W. The Process Edge—Creating Value Where It Counts. Boston: Harvard
Business School Press, 1998.
• Niven, P.R. Balanced Scorecard Step-by-Step: Maximizing Performance and Maintaining
Results. New York: John Wiley & Sons, Inc., 2002.
• Paine, Lynn Sharp. Value Shift. New York: McGraw-Hill Trade, 2003.
• Wade, David and Ron Recardo. Corporate Performance Management: How to Build a Better
Organization Through Measurement-Driven, Strategic Alignment. Boston: Butterworth-
Heinemann, 2001.
56
COMPETENCY #13: CREATIVITY
QUALITY/SUCCESS FACTOR: STRATEGIC SKILLS
Generates many new and unique ideas; makes connections among previously unrelated notions;
is unafraid to use unorthodox methods; is seen as original and value-added in brainstorming
settings.
PROFICIENCY LEVEL
Ground Level: Developing (Has not yet reached Level 1: Basic)
Level 1: Basic Level 2: Intermediate Level 3: Advanced Level 4: Expert
Generates new ideas
regarding his or her
job
Generates many new
and unique ideas
Develops innovative
ideas and methods of
doing things
Consistently
generates and
employs original
ideas for himself or
herself and for others,
tackling both simple
and complex
problems
Tries old solutions to
problems, but will
search for new
methods when
challenged
Searches for new and
more effective methods,
making connections
between previously
unrelated ideas
Pursues new methods
and solutions, thinks
outside the box,
connects disparate
ideas, is unafraid to
use unorthodox
methods
Uses analysis and
cross-pollination of
information from one
situation to another to
solve problems
Is seen as creative and
a contributor in
brainstorming settings
Is seen as original and
value-added in
brainstorming settings
Is seen as a motivator
and guide for others to
generate new ideas in
brainstorming sessions
Is seen as bringing
out the best in others
in brainstorming
sessions or one-on-
one, leading them to
discover new
connections, new
solutions, and new
ways of doing their
jobs
OVERDOING CREATIVITY
• May get so infatuated with marginally productive ideas that he or she wastes time
• May get involved in too many things at once
• May not follow through after the idea
• May be disorganized or poor at detail
57
• May be a loner and not a good team player
• May not relate well to those who are less creative
ESSENTIALS QUESTIONS
To improve your proficiency, ask yourself the following questions on a regular basis:
• What original ideas have I come up with lately?
• What patterns do I see emerging in the information I have about a problem?
• What is the least likely or oddest answer I can consider to solve my problem?
• What specific analogies can I apply to a situation to broaden my perspective?
• Do I employ brainstorming sessions to discover connections?
• Who can I enlist to be part of a broad, diverse, creative think tank?
To avoid overdoing Creativity, ask yourself:
• Am I intolerant of detail?
• Am I too ambiguous in communicating my ideas?
• Am I involved in too many things at once?
LEARNING ON THE JOB
Learning on your own: These self-development remedies will help you build your skill(s).
• Remove the restraints: Throw uncertain things out there for review. Broaden your perspective.
Be a little impractical and get out of your comfort zone; try some new things.
• Try value-added approaches: Get fresh ideas. Take the time to study the issue deeply. Think
out loud and discuss the situation with others. Turn the problem upside down and inside out.
Ask broad questions to aid the search for solutions.
• Unearth creative ideas: Don’t rely on logic and rules. Generate ideas without initially judging
them. Jump from one idea to another. Look for the least likely and the odd, ask what’s
missing, and come up with new patterns. Recognize that mistakes and failures are learning
devices.
• Apply some standard problem-solving skills: Ask more questions before attempting to craft
solutions. Visualize the situation (through a storyboard or flow chart). Consider worst-case
scenarios and anticipate problems. Take a break, or sleep on it.
• Define the problem: Ask questions and determine the causes of the problem. Spend the first
half of your time defining and rethinking the problem. Generate several possible solutions
before picking one.
• Select a group to help: Assemble a diverse group of people to attack a problem. Seek fresh
approaches from people from other organizations, functions, levels, and disciplines.
• After defining the problem, brainstorm: Clearly and thoughtfully define the problem. Then,
throw out ideas and record them, but don’t evaluate them. Anything goes for an agreed-upon
58
time. Then ask the group to select the most interesting ideas. They can add to, combine, or
clarify ideas, but no criticism is allowed.
• Experiment and learn: Try lots of quick, inexpensive experiments to increase your chances of
success.
• Apply structure: Come up with the best option and subject it to testing and criticism.
Learning from develop-in-place assignments: These part-time develop-in-place assignments
will help you build your skill(s).
• Help someone outside your department or organization to solve a problem.
• Launch a new program, project, or curriculum.
• Relaunch an existing program or project that is not going well.
• Assemble a temporary group of diverse people to accomplish a difficult task.
• Manage a group through a crisis.
• Take on a tough and undoable project that others have tried and failed at.
Learning more from your plan: These additional remedies will help make this development
plan more effective for you.
• Learning to learn better:
• Monitor yourself more closely, and get off your autopilot. Look at each situation from a
fresh perspective. Ask yourself questions consistently, and try new solutions for old
problems.
• Find a parallel to the current problem and learn from it. Look for comparison or contrast
points, and determine what has or has not worked in the past. Search for the reasons why
certain things do or do not work across different situations.
• Break up your work routine when you are blocked. Incorporate dissimilar tasks, activities,
and rest breaks when you come to a roadblock.
• Try some new things out of your normal comfort zone. Try something opposite to your
nature. Explore, take a risk, and go beyond your own limits and boundaries.
• Debrief someone else after a successful or non-successful event. Ask why he or she made
certain decisions and what this person might do differently next time.
• Envision doing something well in a group. Do creative exercises with others to come up
with different ideas and solutions.
• Skim data repeatedly to find insights. Reread available information until it makes sense.
• Learning from experience, feedback, and other people:
• Get feedback from your direct reports. Set a positive tone, and don’t retaliate if you don’t
agree.
• Get feedback from peers or colleagues. Promote trust to get honest, quality feedback.
• Learning from courses:
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• Be willing to learn. Be open to learning new lessons and behaviors. Ask many questions and
reflect on what you learn.
RECOMMENDED READINGS
• Birch, Paul and Brian Clegg. Imagination Engineering—The Toolkit for Business Creativity.
London: Pitman Publishing, 1996.
• Butler, Ava S. Team Think. New York: McGraw-Hill, Inc., 1996.
• Ceserani, Jonne. Big Ideas: Putting the Zest into Creativity & Innovation at Work. London:
Kogan Page, 2003.
• DeGraff, Jeff and Katherine A. Lawrence. Creativity at Work: Developing the Right Practices
to Make Innovation Happen. San Francisco: Jossey-Bass, Inc., 2002.
• Firestine, Roger L., PhD. Leading on the Creative Edge—Gaining Competitive Advantage
Through the Power of Creative Problem Solving. Colorado Springs, CO: Piñon Press, 1996.
• Foster, Jack. Ideaship: How to Get Ideas Flowing in Your Workplace. San Francisco; Berrett-
Koehler Publishers, Inc., 2001.
• Hesselbein, Frances and Rob Johnston (Eds.). On Creativity, Innovation, and Renewal: A
Leader to Leader Guide. Jossey-Bass, Inc., 2002.
• Lucas, Bill. Power Up Your Mind: Learn Faster, Work Smarter. Yarmouth, ME: Nicholas
Brealey Publishing, 2001.
• Lucas, Robert W. The Creative Training Idea Book: Inspired Tips and Techniques for
Engaging And Effective Learning. New York: AMACOM, 2003.
• Miller, William C. Flash of Brilliance. Reading, MA: Perseus Books Group, 1999.
• Rich, Jason R. Brain Storm: Tap Into Your Creativity to Generate Awesome Ideas and
Remarkable Results. Franklin Lakes, NJ: Career Press, 2003.
• Saint-Exupéry, Antoine de [Translated from the French by Katherine Woods]. The Little
Prince. New York: Harcourt, Brace, 1943.
• Saint-Exupéry, Antoine de [Translated from the French by Katherine Woods]. The Little
Prince [sound recording]. Redway, CA: Music for Little People, 1993.
• Von Oech, Roger. Expect the Unexpected or You Won’t Find It: A Creativity Tool Based on
the Ancient Wisdom of Heraclitus. San Francisco: Berrett-Koehler Publisher, Inc., 2002.
• White, Shira P. and G. Patton Wright. New Ideas About New Ideas: Insights on Creativity with
the World’s Leading Innovators. Cambridge, MA: Perseus Publishing, 2002.