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International Property Tax Institute Institut international de la fiscalité immobilière 11 th Mass Appraisal Valuation Symposium Innovation, Transformation, Knowledge Enhancement and Improved Efficiencies in Mass Appraisal Niagara Falls, Canada – May 17-18, 2016 Management & Leadership Nelson Karpa MBA, AACI P.App, AMAA, AAM International Property Tax Institute

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International Property Tax Institute Institut international de la fiscalité immobilière

11th Mass Appraisal Valuation Symposium

Innovation, Transformation, Knowledge Enhancement and Improved Efficiencies in

Mass Appraisal Niagara Falls, Canada – May 17-18, 2016

Management & Leadership Nelson Karpa MBA, AACI P.App, AMAA, AAM

International Property Tax Institute

International Property Tax Institute Institut international de la fiscalité immobilière

Agenda

What defines a manager? What defines a leader? Which is better? Explore the concepts related to management

and leadership – e.g. authority & power What concerns leaders? Leadership styles

International Property Tax Institute Institut international de la fiscalité immobilière

Agenda

A leader’s job Situational leadership The working leader When the job doesn’t get done Leadership issues Selection of leaders - Character Summary

Lessons from others

International Property Tax Institute Institut international de la fiscalité immobilière

Management - Leadership

International Property Tax Institute Institut international de la fiscalité immobilière

Management

o Things o Systems o Organizing o Controlling o Resourcing

International Property Tax Institute Institut international de la fiscalité immobilière

Leadership

o People o Values o Morale o Direction o Vision o Why

International Property Tax Institute Institut international de la fiscalité immobilière

Manager

International Property Tax Institute Institut international de la fiscalité immobilière

Manager

o Preserve the system Defends the way it is done Eliminates risk Perfects / optimizes

International Property Tax Institute Institut international de la fiscalité immobilière

Manager

o Plan, budget and schedule Short term Prioritize Logical Brings order

International Property Tax Institute Institut international de la fiscalité immobilière

Manager

o Organize and staff Structure Roles / responsibilities

International Property Tax Institute Institut international de la fiscalité immobilière

Manager

o Direct and supervise Day to day What, when, how

International Property Tax Institute Institut international de la fiscalité immobilière

Manager

o Control and problem solve Fix Prevent bad stuff from happening Contain

International Property Tax Institute Institut international de la fiscalité immobilière

Manager

o Order o Predictability o Stability

International Property Tax Institute Institut international de la fiscalité immobilière

Leader

International Property Tax Institute Institut international de la fiscalité immobilière

Leader

o Challenge the system Disrupt Diverge Add risk

International Property Tax Institute Institut international de la fiscalité immobilière

Leader

o Inspire a shared vision Long term Inspiring Big picture

International Property Tax Institute Institut international de la fiscalité immobilière

Leader

o Align key stakeholders Outside / Inside Informal Relationships Pulling people together

International Property Tax Institute Institut international de la fiscalité immobilière

Leader

o Enable others Provide skills Provide knowledge Creativity Empowerment

International Property Tax Institute Institut international de la fiscalité immobilière

Leader

o Encourage the heart Expand energy Tries to make good

things happen

International Property Tax Institute Institut international de la fiscalité immobilière

Leader

o Change o Uncertainty o Risk o Vision

International Property Tax Institute Institut international de la fiscalité immobilière

Manage / Lead

International Property Tax Institute Institut international de la fiscalité immobilière

Manager / Leader

o Which is better?

Leadership – Based on principles Management – Based on technical

abilities

Leadership lessons from space

International Property Tax Institute Institut international de la fiscalité immobilière

Concepts

International Property Tax Institute Institut international de la fiscalité immobilière

Authority

o A right to decide o A tool to exercise o Can be passed (down)

International Property Tax Institute Institut international de la fiscalité immobilière

Power

o Ability to enforce o Sanction o Reward or punish

International Property Tax Institute Institut international de la fiscalité immobilière

Types of Power

o Informal Knowledge / expertise Wisdom (seen it before) Experience Connections Persuasion

o All of these require some form of

trust

International Property Tax Institute Institut international de la fiscalité immobilière

Types of Power

o Formal Positional Seen on the

org chart

International Property Tax Institute Institut international de la fiscalité immobilière

Power

o When to use which?

International Property Tax Institute Institut international de la fiscalité immobilière

Responsibility

o Look after o Take care of

International Property Tax Institute Institut international de la fiscalité immobilière

Accountability

o Who gets the credit or the blame?

International Property Tax Institute Institut international de la fiscalité immobilière

What Productive Employees Say

I know what is expected of me at work

I have the opportunity to do what I do best everyday

I have the materials and equipment that I need to do the work right

In the last seven days I have received recognition or praise for the work that I have done

International Property Tax Institute Institut international de la fiscalité immobilière

What Productive Employees Say

My supervisors seems to care about me as a person

Someone at work encourages my development

At work, my opinion seems to count

The mission or purpose of my

company makes me feel my work is important

International Property Tax Institute Institut international de la fiscalité immobilière

What Productive Employees Say

My coworkers are committed to doing quality work

I have a best friend at work In the last 6 months, I have talked to

someone about my progress At work, I have had opportunities to

learn and grow

International Property Tax Institute Institut international de la fiscalité immobilière

What should the leader be concerned with?

International Property Tax Institute Institut international de la fiscalité immobilière

What should the leader be concerned with?

o The performance and well being of others

International Property Tax Institute Institut international de la fiscalité immobilière

A Leader’s Job

o The performance and well being of others, specifically Select Who is on the team What position do they play

International Property Tax Institute Institut international de la fiscalité immobilière

A Leader’s Job

o Communicate Expectations Vision The why

International Property Tax Institute Institut international de la fiscalité immobilière

Train and Develop

o Build skills o Technical / management / leadership o Thinking skills / problem solving

International Property Tax Institute Institut international de la fiscalité immobilière

Manage

o Provide tools o Provide resources o Remove obstacles

International Property Tax Institute Institut international de la fiscalité immobilière

Motivate

International Property Tax Institute Institut international de la fiscalité immobilière

Leadership Styles

o Autocratic My call

Authoritarian Get input Actively

consider input

My call

Democracy Our call Our input Discussion Each gets a

vote Majority rule

Permissive Your call

International Property Tax Institute Institut international de la fiscalité immobilière

Leadership Styles

o Which is best ?

International Property Tax Institute Institut international de la fiscalité immobilière

Factors

o Urgency o Skill versus complexity o Personality / style (default)

International Property Tax Institute Institut international de la fiscalité immobilière

Situational Leadership

o Match leadership style to the situation

International Property Tax Institute Institut international de la fiscalité immobilière

The Working Leader

International Property Tax Institute Institut international de la fiscalité immobilière

The Working Leader

The skills that got you there are not the skills you need to move ahead

International Property Tax Institute Institut international de la fiscalité immobilière

The Working Leader

o Impediments I can do it better / faster Satisfaction (time horizon)

International Property Tax Institute Institut international de la fiscalité immobilière

The Working Leader

The performance and well being of others Relationships Not quite – one of the gang

International Property Tax Institute Institut international de la fiscalité immobilière

When the Job Does Not get done

1. Understanding Communications

3. Obstacles / opportunities

Add resources Remove barriers

2. Capability

Training Skill development

4. Will not

International Property Tax Institute Institut international de la fiscalité immobilière

When the Job Does Not get done

o Don’t immediately go to #4 This is where you need to be involved with

your staff

International Property Tax Institute Institut international de la fiscalité immobilière

Staff Development

o Delegating versus tasking

International Property Tax Institute Institut international de la fiscalité immobilière

Leadership Issues

o Vision Which way do we go? How do we get there? You are concerned with the outcome Destination - parameters

International Property Tax Institute Institut international de la fiscalité immobilière

Perspective

International Property Tax Institute Institut international de la fiscalité immobilière

Modeling the Behaviour o Self Awareness - Walk this Way

o Unity with your team

Hang together or you hang separately

International Property Tax Institute Institut international de la fiscalité immobilière

Modeling the Behaviour o Self Awareness - Walk this Way

o Unity with your team

Hang together or you hang separately

International Property Tax Institute Institut international de la fiscalité immobilière

Calm

Pressure

International Property Tax Institute Institut international de la fiscalité immobilière

Teaching employees to take responsibility / think

o Teach the steps by asking questions o Think out loud. Show them what you would have / did consider

o Don’t rob them of the experience

o Create artificial learning experiences o Self Efficacy

International Property Tax Institute Institut international de la fiscalité immobilière

Stay Connected

o MBWA o Need information

International Property Tax Institute Institut international de la fiscalité immobilière

Recognition

o Praise in public o Correct in private

Selection of Leaders

International Property Tax Institute Institut international de la fiscalité immobilière

Selection of Leaders

o Character Select for

o Wisdom Train for / select for

o Technical knowledge and skills Train for

International Property Tax Institute Institut international de la fiscalité immobilière

Competencies

Intellect

People Competencies

Strategic Competencies

Organizational Competencies

Business Competencies

Character • Values • Virtues • Traits

+ + Commitment

• Aspiration • Engagement • Sacrifice

International Property Tax Institute Institut international de la fiscalité immobilière

JUDGMENT

Contextually aware; cognitively complex; analytical; decisive;

critical thinker; intuitive; insightful; creative; pragmatic;

adaptable

JUSTICE Fair; equitable; proportionate;

evenhanded; socially responsible

ACCOUNTABILITY Takes ownership; accepts

consequences; conscientious; responsible

TRANSCENDENCE Appreciative; inspired;

purposive; future oriented; optimistic; creative

DRIVE Passionate; vigorous; results

oriented; strives for excellence; demonstrate initiative

COLLABORATION Cooperative; collegial; open-

minded; flexible; interconnected

HUMILITY Self-aware; modest; reflective; continuous learner; grateful;

respectful

COURAGE Brave; determined; tenacious;

resilient; confident

HUMANITY Considerate; empathetic;

compassionate; magnanimous; forgiving

TEMPERANCE Prudent; patient; calm;

composed; self-controlled

INTEGRITY Authentic; candid; transparent;

principled; consistent

International Property Tax Institute Institut international de la fiscalité immobilière

Leadership

o A journey o Work with and through others o The performance and well being of

others

International Property Tax Institute Institut international de la fiscalité immobilière

11th Mass Appraisal Valuation Symposium

Innovation, Transformation, Knowledge Enhancement and Improved Efficiencies in

Mass Appraisal Niagara Falls, Canada – May 17-18, 2016

Management & Leadership Nelson Karpa MBA, AACI P.App, AMAA, AAM

International Property Tax Institute