Nelson Zagalsky-Lunch & Learn Presentation July 29, 2016

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High-Tech Focus

Personality Profiling to Improve the Odds of Startup

Success by Nelson Zagalsky, Ph.D.President, High-Tech Focus

Nelson Zagalsky
Good morning! As Karen indicated, i enjoyed a successful career as an engineering and marketing executive before becoming an executive coach. As I look back over my career, I almost come to tears when I think about how mcuh more I could have achieved, and how mcuh more I might have enjoyed the journey, had I been able to reach the peak of my leadership capability earlier than I did.

High-Tech Focus

Start-up Success

Not just about having a good plan; requires effective execution

Nelson Zagalsky
........We eventually overcome some of our problematic behaviors with little outside help, because the pain that we experience from their consequences cause us to shift behavior and "mellow out" But such change is far slower than what we would hope for.Often our performance reveiews have repeatedly pointed a problematic behavior or competency gap, and yet we are unable to change.For example, during my management career with Honeywell, each summer I would return from week long leadership or executive development program sessions out East, committed to lessen my intensity, and to become a better listener. But within a few days of getting back to work, that commitment would fade amongst all the pressures of the job.

High-Tech Focus

Start-up Success

Not just about good plan; requires effective execution

Effective execution requires mitigating self-imposed barriers– Blind Spots/Distorted Perspectives– Competency Gaps– Problematic Behaviors

Nelson Zagalsky
........We eventually overcome some of our problematic behaviors with little outside help, because the pain that we experience from their consequences cause us to shift behavior and "mellow out" But such change is far slower than what we would hope for.Often our performance reveiews have repeatedly pointed a problematic behavior or competency gap, and yet we are unable to change.For example, during my management career with Honeywell, each summer I would return from week long leadership or executive development program sessions out East, committed to lessen my intensity, and to become a better listener. But within a few days of getting back to work, that commitment would fade amongst all the pressures of the job.

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Elimination Alternatives

Mellow Out

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Elimination Alternatives

Mellow Out

Identify and mitigate the barriers– Blind Spots/Distorted Perspectives– Competency Gaps– Problematic Behaviors

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Presentation OutlinePersonality Types

Eliminating the Barriers– Blind Spots/Distorted Perspectives– Competency Gaps– Problematic Behaviors

Integral Coaching®

High-Tech Focus

Presentation OutlinePersonality Types

Eliminating the Barriers– Blind Spots/Distorted Perspectives– Competency Gaps– Problematic Behaviors

Integral Coaching®

High-Tech Focus

Presentation OutlinePersonality Types

Eliminating the Barriers– Blind Spots/Distorted Perspectives– Competency Gaps– Problematic Behaviors

Integral Coaching®

High-Tech Focus

Enneagram Personality Types1 THE REFORMER 6 THE LOYALIST              2 THE HELPER 7 THE

ENTHUSIAST

3 THE ACHIEVER 8 THE CHALLENGER

4 THE INDIVIDUALIST   9 THE PEACEMAKER 5 THE INVESTIGATORReference: The Wisdom of The Enneagram, by DonRichard Riso & Russ Hudson (Also see www.enneagraminstitute.com)

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Variations Within an Enneagram Personality Type

Lowest stages need therapy, not coaching

Top stages increasingly able to operate outside of type’s stereotypical behaviors

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Enneagram Exercise

Determine your Enneagram type

Select one type only

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Enneagram Personality Types 

 1 THE REFORMER The Rational, Idealistic Type: Principled, Purposeful, Self-Controlled, and Perfectionistic               2 THE HELPER The Caring, Interpersonal Type: Demonstrative, Generous, People-Pleasing, and Possessive       3 THE ACHIEVER The Success-Oriented, Pragmatic Type: Adaptive, Excelling, Driven, and Image-Conscious 4 THE INDIVIDUALIST The Sensitive, Withdrawn Type: Expressive, Dramatic, Self-Absorbed, and Temperamental  5 THE INVESTIGATOR The Intense, Cerebral Type: Perceptive, Innovative, Secretive, and Isolated 6 THE LOYALIST The Committed, Security-Oriented Type: Engaging, Responsible, Anxious, and Suspicious 7 THE ENTHUSIAST The Busy, Fun-Loving Type: Spontaneous, Versatile, Distractible, and Scattered 8 THE CHALLENGER The Powerful, Dominating Type: Self-Confident, Decisive, Willful, and Confrontational      9 THE PEACEMAKER The Easygoing, Self-Effacing Type: Receptive, Reassuring, Agreeable, and Complacent   Reference: The Wisdom of The Enneagram, by Don Richard Riso & Russ Hudson (Also see www.enneagraminstitute.com

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Poll Audience

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MBTI Versus Enneagram Type

More Common

Quite Common

Less Common

Least Common  On

e Two Three

Four

Five

Six

Seven

Eight

Nine

ESTJ                  

ESFJ                  

ISTJ                  

ISFJ                  

ESTP                  

ESFP                  

ISTP                  

ISFP                  

ENTJ                  

ENTP                  

INTJ                  

INTP                  

ENFJ                  

ENFP                  

INFJ                  

INFP                  

  One Two Thre

eFour

Five

Six

Seven

Eight

NineMore

CommonQuite Common

Less Common

Least CommonReference: The Enneagram Made Easy, by Renee Baron & Elizabeth Wagele

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Presentation OutlinePersonality Types

Eliminating the Barriers– Blind Spots/Distorted Perspectives– Competency Gaps– Problematic Behaviors

Integral Coaching®

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Gaining a New Perspective

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Evolving Structure of Interpretation

Personality

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Evolving Structure of Interpretation

Personality

Ego

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Evolving Structure of Interpretation

Personality

Ego

Competency

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Gaining New Perspective:Illuminating the Blind SpotsPierce Structure of Interpretation– New perspective– Short term assistance– “Challenge Coaching”

Shift Structure of Interpretation– New perspective– Long term development– “Developmental coaching”

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Presentation OutlinePersonality Types

Eliminating the Barriers– Blind Spots/Distorted Perspectives– Competency Gaps– Problematic Behaviors

Integral Coaching®

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Competencies

Leadership & Management Skills

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Competencies

Leadership & Management Skills

Professional Skills

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Competencies

Leadership & Management Skills

Foundational Competencies/ Human Being 101

Professional Skills

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Competencies

Leadership & Management Skills

Foundational Competencies/ Human Being 101

Professional Skills

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Competencies

Leadership & Management Skills

Foundational Competencies/ Human Being 101

Cognitive

Professional Skills

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Competencies

Leadership & Management Skills

Foundational Competencies/ Human Being 101

CognitiveEmotional

Professional Skills

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Competencies

Leadership & Management Skills

Foundational Competencies/ Human Being 101

CognitiveEmotionalRelational

Professional Skills

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Competencies

Leadership & Management Skills

Foundational Competencies/ Human Being 101

CognitiveEmotionalRelationalSomatic

Professional Skills

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Competencies

Leadership & Management Skills

Foundational Competencies/ Human Being 101

CognitiveEmotionalRelationalSomaticSpiritual

Professional Skills

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Presentation OutlinePersonality Types

Eliminating the Barriers– Blind Spots/Distorted Perspectives– Competency Gaps– Problematic Behaviors

Integral Coaching®

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Behavior Shifts with Advancing Development

Stages of Development/Human Being 101

Above averageHealthy

Unhealthy

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Developmental Model

Foundational Competencies/ Human Being 101

CognitiveEmotionalRelationalSomaticSpiritual

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Developmental Gap ExerciseWhich 3 personality types are inclined to have an underdeveloped:

– Thinking/Cognitive Center? – Emotional Center? – Somatic/Instinctive Center?

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Developmental Gap ExerciseWhich 3 personality types are inclined to have an underdeveloped:

– Thinking/Cognitive Center? 1,2,6– Emotional Center? 3,7,8– Somatic/Instinctive Center? 4,5,9

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Presentation OutlinePersonality Types

Eliminating the Barriers– Blind Spots/Distorted Perspectives– Competency Gaps– Problematic Behaviors

Integral Coaching®

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Integral Coaching®

Holistic Coaching Approach

– Developed by New Ventures West (NVW) Founder James Flaherty

– NVW is International Coaching Federation Accredited, San Francisco Based Coaching School

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Integral Coaching® 4Q ModelQ3: Culture & Relationships

(Heart)

Q1: Mind & Consciousness

(Head)

Q4: Technology & Environment

(Environment)

Q2: Physical Body & Behavior

(Body)

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Integral Coaching® 4Q ModelInflexibility Example

Q3: Culture & Relationships

Q1: Mind & Consciousness

Opportunities self-observation journaling

Q4: Technology & Environment

Q2: Physical Body & Behavior

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Integral Coaching® 4Q ModelInflexibility Example

Q3: Culture & Relationships

Flexible conversation practice

Q1: Mind & Consciousness

Q4: Technology & Environment

Q2: Physical Body & Behavior

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Integral Coaching® 4Q ModelInflexibility Example

Q3: Culture & Relationships

Q1: Mind & Consciousness

Q4: Technology & Environment

Volunteer work

Q2: Physical Body & Behavior

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Integral Coaching® 4Q ModelInflexibility Example

Q3: Culture & Relationships

Q1: Mind & Consciousness

Q4: Technology & Environment

Q2: Physical Body & Behavior

Yoga

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Integral Coaching® ModelInflexibility ExampleReinforcing Practices

Q3: Culture & Relationships

Flexible conversation practice

Q1: Mind & Consciousness

Opportunities self-observation journaling

Q4: Technology & Environment

Volunteer Work

Q2: Physical Body & Behavior

Yoga

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Executive Coaching Example 4Q Assessment Model

Topic: Feeling overwhelmed

Q3: Culture & Relationships

Strong relationships with family, associates

Approachable Delegation lacks clarityOver commitsAccepts best effort “commitments”

Q1: Mind & Consciousness

Multiplexes tasksEasily distractedSeriousIncreasingly feeling stressedEnneagram type 8, the Leader

Q4: Technology & Environment

No white space in calendarRecords meeting actions on laptop

-recording secretaryManages large organization

Q2: Physical Body & Behavior

Daily workout

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Coaching Program DesignPurpose

To develop the capacity to manage a large organization without being overwhelmed by the workload

Targeted Outcomes/Competencies

You do not over commit your time (and there is more white space in your calendar)

You spend less time in meetings

You are calm and more free of stress

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Example Program Observations & PracticesQ3: Culture & Relationships

Q1: Mind & Consciousness

Time allocation self-observation

Q4: Technology & Environment

Q2: Physical Body & Behavior

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Example Program Observations & Practices

Q3: Culture & Relationships

Delaying response to commitment requests

Clear requests for action

Q1: Mind & Consciousness

Q4: Technology & Environment

Q2: Physical Body & Behavior

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Example Program Observations & Practices

Q3: Culture & Relationships

Q1: Mind & Consciousness

Q4: Technology & Environment

Top priorities list Impact statements

Q2: Physical Body & Behavior

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Example Program Observations & Practices

Q3: Culture & Relationships

Q1: Mind & Consciousness

Q4: Technology & Environment

Q2: Physical Body & Behavior

Breathing focused meditation

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Example Program Observations & PracticesQ3: Culture & Relationships

Delaying response to commitment requests

Clear requests for action

Q1: Mind & Consciousness

Time allocation self-observation

Q4: Technology & Environment

Top priorities listImpact statements

Q2: Physical Body & Behavior

Breathing focused meditation

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Example Program Results You do not over commit your time (and there is more white space in your calendar) – Work hours/week reduced from 65 to 52

(Working on a weekend day became the exception)

You spend less time in meetings– Staff observed greater accessibility

You are calm and more free of stress – Stress level significantly reduced

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Executive Coaching ProcessIntake Interview360-Degree Stakeholder InterviewsAssessmentPreliminary Coaching Program DesignProgram Review with ExecutiveProgram Revision Bi-weekly Coaching Sessions

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Additional ExamplesType 9– Sales VP

Presented issue was need to better utilize data in management of sales organizationActual coaching topic was to address issue of avoiding confrontation Coaching practices:

– Assertiveness focused

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Additional Example (2)Type 3– Group VP

Presented issue was lack of influence in absence of positional authorityActual coaching topic was to learn how to demonstrate he had other’s best interests at heartPractices included empathetic listening to demonstrate he understood them, and more authentic expression (reveal emotions)

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Additional Example (3)Type 8– HR Director

Presented issue was being too confrontationalCoaching topic was samePractices included empathetic listening to defuse differences and breathing focused meditation to reduce impulsivity

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Career Transition Coaching Group

– Identify blind spots and gaps

– Limited one-on-one coaching

– Group assists with new perspectives

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Learning PointsLeadership & personal effectiveness can be accelerated by eliminating:– Blind spots– Problematic behaviors – HB 101 foundational gaps

Result is:– Improved performance– Improved job satisfaction– Time for life beyond the workplace

Integral Coaching® is an effective approach

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Suggested Takeaway ActionTake the online Enneagram Full RHETI personality profile test at www.enneagraminstitute.com and,– Determine your personality type

(Contact me to resolve ambiguities)

– Read about practices likely to advance your development

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