What Leaders Do & Introduction to Personal Case Discussions

BMA 533

September , 2005

Agenda

Introduction to Personal Case Discussions Break Leadership Practices

Introduction toPersonal Case Discussions

Three roles: Case writer Case Discussion Leader Team

Everyone will participate in each of these roles

Case Discussion Goals

Help the case-writer reflect on and learn from a leadership challenge or experience

Help the discussion leader refine his/her facilitation skills to maximize the learning and usefulness for case-writer.

Developing a clear agenda Managing the discussion Bringing the conversation to tangible insights and ideas.

Help the team members refine their coaching and feedback skills: clarity and relevance (“being heard”)

Case Discussion Responsibilities

Before day of case discussion L: Discusses case with case writer. Reviews and tailors case

discussion flow

Case Discussion Flow W: Summarizes Leadership Challenge, what s/he hopes to

learn (5) L: Facilitates team discussion of case, using attached

questions (40)

W: Summarizes, shares overall impressions about discussion(5)

All: Fill out feedback forms (5)

Discussion Flow: Questions to discuss

1. What leadership approaches or practices did you observe?

2. What was the connection between what the person was saying and feeling?

3. What was at stake for the case-writer? What were her/his goals? Were there other needs at work?

Discussion Flow: Questions to discuss

4. What is the pattern of inquiry and advocacy?

5. What was effective in the leader’s dialogue and why?

6. What was not effective in the leader’s dialogue and why?

7. What counsel would you give the leader?

Role of Effective Team Member

Offer support, responsiveness, caring, balance of advocacy/inquiry

Stay focused on what the case writer needs and wants, not what you have to say!

Assist the team in staying on track Be open and honest, but sensitive and tactful Be patient: all learning may not happen now

Case Example

Summary of leadership challenge

1. What leadership approaches or practices did you observe?

2. What was the connection between what the person was saying and feeling?

3. What is the pattern of inquiry and advocacy?

4. What was effective in the leader’s dialogue and why?

5. What was not effective in the leader’s dialogue and why?

6. What counsel would you give the leader?

Next Steps

Case writers– Revise case or clarify if needed

Team:– Determine sequence, roles.– Fill out planner; turn in tonight.– Determine ground rules and how to work together as a team

Team leaders for case #1:– Discuss case with case writer, clarify challenge and learning and

tailor agenda Team members:

- Read case #1 prior to next week’s class.

Case Discussion PlannerTeam_____________

Writer LeaderSep. 22 #1Sep. 29 #2

#3Oct. 13 #4Oct. 20 #5

K&P’s Practices

Model the Way Inspire a Shared Vision Challenge the Process Enable Others to Act Encourage the Heart

Honest

Forward-looking

Competent

Inspiring

H&L’s Practices

Get on the balcony Think politically Orchestrate the conflict Give the work back Hold steady