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title:
TheSelf-managementWorkshop:HelpingPeopleTakeControlofTheirLivesandTheirWork:aTrainer'sGuideTrainer'sWorkshopSeries
author: Weiss,DonaldH.publisher: AMACOMBooks
isbn10|asin: 0814404537printisbn13: 9780814404539ebookisbn13: 9780814424346
language: Englishsubject Timemanagement,Teamsintheworkplace.
publicationdate: 1999lcc: HD69.T54W4531999ebddc: 658.4/036
subject: Timemanagement,Teamsintheworkplace.
Pagei
TheSelf-ManagementWorkshopHelpingPeopleTakeControlofTheirLivesandTheir
Work:ATrainer'sGuide
DonaldH.Weiss
Pageii
Thispublicationisdesignedtoprovideaccurateandauthoritativeinformationinregardtothesubjectmattercovered.Itissoldwiththeunderstandingthatthepublisherisnotengagedinrenderinglegal,accounting,orotherprofessionalservice.Iflegaladviceorotherexpertassistanceisrequired,theservicesofacompetentprofessionalpersonshouldbesought.
LibraryofCongressCataloging-in-PublicationData
Weiss,DonaldH.Theself-managementworkshop/DonaldH.Weiss.p.cm.Includesbibliographicalreferencesandindex.ISBN0-8144-0453-71.Timemanagement.2.Teamsintheworkplace.I.Title.HD69.T54W531999658.4¢036dc219929236CIP
©1999DonaldH.Weiss.Allrightsreserved.PrintedintheUnitedStatesofAmerica.
Thispublicationmaynotbereproduced,storedinaretrievalsystem,ortransmittedinwholeorinpart,inanyformorbyanymeans,electronic,mechanical,photocopying,recording,orotherwise,withoutthepriorwrittenpermissionofAMACOM,animprintofAMAPublications,adivisionofAmericanManagementAssociation,1601Broadway,NewYork,NY10019.
Printingnumber
10987654321
Pagev
CONTENTS
Acknowledgments xiii
Introduction:HowandWhytoTrainPeopleforSelf-Management
1
StylesandLengthsofWorkshops 2
ExerciseFormat 3
SourcesfortheExercises 4
SectionIGettingStarted
5
1TrainingforSelf-Management
7
Self-ManagementandSelf-ManagementCompetencies 8
SixCompetenciesofSelf-ManagedPeople 8
Overhead.PortraitofaSelf-ManagedPerson
TrainingforSelf-Management 12
ExperientialLearningandSelf-Management 15
TheEIAGModel 16
Overhead.TheEIAGModel
TwoExperientialLearningTools 22
Sample.ManagingUnderPressure:"BeingMyself"SkillPractice
Handout.GivingandGettingFeedback
Pagevi
2AssessingSelf-ManagementSkills
29
AdministeringSelf-Assessments 30
Self-Assessment.AreYouReadyforSelf-Management?
InterpretationGuide
Self-Assessment.Wholeness
InterpretationGuide
Self-Assessment.Self-Confidence
InterpretationGuide
Self-Assessment.Self-Awareness
InterpretationGuide
Self-Assessment.Drive
InterpretationGuide
Self-Assessment.Self-Respect/Self-Esteem
InterpretationGuide
Self-Assessment.RespectforOthers
InterpretationGuide
AssessmentScoringGuide
SectionIIThePyramidofControl
57
Self-ManagementCompetenciesandtheEightStepsto 58
theTop
Overhead.ThePyramidofControl
3SortOutYourValues(Step1)
61
Exercise3.1.WhereAmIonMyJourney? 62
Self-Assessment.WhatDrivesYou?WorkandPersonalGoals
Self-Assessment.WhatAmIDoingtoAchieveMyGoals?
Self-Assessment.WhatCanIDotoChangeWhatI'mDoing?
Worksheet.TopFivePersonalValues
Worksheet.TopFiveWork-RelatedValues
Exercise3.2.TheMillionDollarInheritance 73
Handout.Instructions
4OrganizeYourValuesintoLifeDimensions(Step2)
77
Exercise4.1.TheImportantDimensionsofMyLife 77
Overhead.SampleDimensionsModel
Worksheet.DimensionsModel
Pagevii
5WriteaVisionStatement(Step3)
83
Exercise5.1.Eulogy:WritingaVisionStatementforYourLife
84
Handout.Instructions
Exercise5.2.TheVisionforMyLife:AFormalStatement
87
Sample.VisionStatement
Worksheet.MyVisionStatement
6PrioritizeYourLifeDimensions(Step4)
91
Exercise6.1.PrioritizingDimensions 92
Handout.Instructions
Sample.SettingPriorities
Worksheet.SettingPriorities
7GoalSetting(Step5)
99
Exercise7.1.WritingGoalStatements 100
Sample.GoalStatementswithTargets
Sample.GoalStatementswithMeansandConditions
Handout.Instructions
8PrioritizeGoalsandPerformanceRanges(Step6)
109
Exercise8.1.PrioritizingYourGoals 110
Overhead.ActionPlans
Handout.CriteriaforPrioritizingGoals
Handout.DecisionCriteria
Overhead.AssigningPriorities
Exercise8.2.SettingPerformanceStandardsasPerformanceRanges
118
Overhead.PerformanceRanges
Overhead.AchievementoverTime
9WriteanActionPlan(Step7)
123
Exercise9.1.DesignanActionPlan,Part1 123
Overhead.FindingObjectivesinaWell-FormulatedGoalStatement
Handout.ActionPlan,Part1
Pageviii
Exercise9.2.CompletetheActionPlan,Part2 129
Overhead.AnActionPlan
Overhead.DayCalendar
Worksheet.CompleteActionPlan
10EvaluateProgressandTakeCorrectiveAction(Step8)
135
Exercise10.1.DefinitionsofSuccessasObservableorQuantifiableTargets
135
Handout.Instructions
Exercise10.2.TimeMeasures 138
Sample.GanttChartStructure
Exercise10.3.MeansandConditions 141
Follow-UpActivity:TakingCorrectiveAction 143
Handout.ElaborationonQuestionstoAnswerforTakingCorrectiveAction
Worksheet.QuestionstoAnswerforTakingCorrectiveAction
SectionIIIPuttingTogethertheSelf-ManagementPuzzle:Self-ManagementExercises
147
PortraitofaSelf-ManagedPerson 147
SkillsthatMakePeopleCompetent 148
ParticipationinExercises 151
11Self-Awareness
153
Exercise11.1.TruthsIHoldtoBeSelf-Evident 153
Handout.Instructions
Worksheet.TruthsIHoldtoBeSelf-Evident
Exercise11.2.LookingintotheEIAGGlass 158
Handout.Instructions
Worksheet.ReactionGuide
StoryCardsandGameCards
Exercise11.3.WhoAmI?AnIceBreaker 167
Exercise11.4.UsingtheJOHARIWindowtoImproveSelf-Awareness
170
Overhead.TheJOHARIWindow
Pageix
Worksheet.JOHARIWindowSelf-RatingSheet
Sample.JOHARIWindowModels
Follow-UpActivitiesforIncreasingSelf-Awareness 180
Handout.InstructionsforWritinganActionPlan
Sample.ActionPlan
Handout.KnowingYourselfBetter
12Self-Confidence
185
Exercise12.1.ExpressingSelf-ConfidencethroughAssertiveness
186
Self-Assessment.HowDoIRespondtoSituations?
ScoringandInterpretationGuide
Handout.BehaviorsandFeelingsAssociatedwiththeLevelsofSelf-Confidence
Handout.Self-ConfidenceBehaviors
Handout.InstructionsforTeammateintheBarrel
Scripts.TeammateintheBarrel
FeedbackGuide.TeammateintheBarrel
Sample.Observer'sGuideforTeammateintheBarrel
Observer'sGuide.TeammateintheBarrel
Exercise12.2.ManagingtheChallengestoMySelf-Confidence
209
Handout.InstructionsforStrengths,Challenges,andBarriersChart
Worksheet.Strengths,Challenges,andBarriersChart
Handout.InstructionsfortheSelf-ConfidenceActionPlanner
Handout.DiscussionQuestionsfortheSelf-ConfidenceActionPlanner
Sample.Self-ConfidenceActionPlanner
Worksheet.Self-ConfidenceActionPlanner
Exercise12.3.BuildingSelf-ConfidenceFollow-UpActivity
218
Handout.Instructions
Overhead.TheEIAGModel
13Self-Esteem/Self-Respect
223
Exercise13.1.WhatILikeandDon'tLikeaboutMyself
223
Handout.Instructions
Worksheet.WhatILikeandDon'tLikeaboutMyself
InterpretationGuide
Pagex
Exercise13.2.WhatIFearinSocialSituations 231
Worksheet.AttackonMyFears
Sample.Self-Esteem/Self-RespectActionPlanner
Worksheet.Self-Esteem/Self-RespectActionPlanner
Exercise13.3.WhatMakesMeMe 237
Follow-UpActivitiesforIncreasingSelf-Esteem/Self-Respect
240
Handout.Instructions
14Drive
243
Exercise14.1.TheWellnessFactor 243
Handout.InstructionsforCompilingFitnessProfiles
Exercise14.2.MakingUseofYourCreativeEnergy,Part1
247
Worksheet.NineDots
Overhead.Solution1:NineDotswithFourLines
Overhead.Solution2:NineDotswithThreeLines
Exercise14.3.MakingUseofYourCreativeEnergy,Part2
252
Exercise14.4.ManagingEmotions 254
Handout.EmotionalIntelligenceSummary
Handout.Instructions
ExperienceCards
Follow-UpActivitiesforIncreasingDrive 267
Handout.Instructions
15RespectforOthers
269
Exercise15.1.ReadingFeelingsandEmotions:ANonverbalExercise
269
Overhead.TheGapbetweenUs
Handout.Instructions
InterpretationGuide
DiscussionCards.ControversialTopics
Pagexi
Exercise15.2.ListeningforContent,ListeningforFeelings
287
Handout.Instructions
InterpretationGuide
Exercise15.3.PreventingDisagreementsfromBecomingConflicts
294
Handout.Instructions
Observer'sGuide
SituationCards.PreventingConflictSkillPractice
Exercise15.4.Acceptance/Affirmation 305
Handout.Instructions
Handout.Self-DisclosureStatements
Exercise15.5.Trust 311
Worksheet.TrustStatementsforParticipantsWhoWorkTogether
Worksheet.TrustStatementsforParticipantsWhoDon'tWorkTogether
Follow-UpActivitiesforDevelopingTrust 317
Handout.Instructions
SectionIVSelf-ManagedTeams
319
OrganizationofSectionIV 320
Self-ManagedIndividualsandSelf-ManagedTeams 320
16ValuesofSelf-ManagedTeams
323
Exercise16.1.IdentifyingValuesofSMTs 323
Worksheet.ValuesofSMTs
Worksheet.ValuesDefinitions/Actions:Team1
Worksheet.ValuesDefinitions/Actions:Team2
Worksheet.ValuesDefinitions/Actions:Team3
Worksheet.ValuesDefinitions/Actions:Team4
Exercise16.2.The"I"intheWord"Team" 334
Handout.Instructions
Worksheet.The"I"intheWord"Team"
Follow-UpActivitiesforBuildingaStrongerSMT 338
Handout.Instructions
Pagexii
17SixCommonTeamExperiencesThatTurnValuesintoAction
341
Exercise17.1.SixCommonExperiencesofTeams 341
Overhead.ObjectivesoftheExercise
Overhead.MethodsYouWillUseintheExercise
Overhead.RolesYouWillPlay
Worksheet.BirthdayCakeActivity
Handout.InstructionsfortheBirthdayCakeActivity
Observer'sGuide
Overhead.SolutiontoCuttingtheBirthdayCake
Follow-UpActivitiesforManagingtheSixCommonExperiencesofTeams
357
Handout.Instructions
Checklist.ManagingtheSixCommonExperiencesofTeams
18RolesandRoleManagement
361
Exercise18.1.RolesWePlay 362
Handout.FourKeyAspectsofTeamRoles
Handout.TaskActionRoles
Handout.ProcessActionRoles
Handout.InstructionsforCompletingtheTeam
Role(s)Grid
Worksheet.TeamRole(s)Grid
Exercise18.2.CreatingOrganizationalSynergy 373
Overhead.SynergisticOrganization
Worksheet.WhatWeNeedfromtheOrganization
Follow-UpActivitiesforManagingTeamandOrganizationalRoles
379
Handout.Instructions
Index 381
Pagexiii
ACKNOWLEDGMENTSAsIalwaysnote,I,likeNewton,standontheshouldersofgiants.ManypeoplehavetaughtmewhatIknow,manybookshaveinformedmyabilitytoprovidetrainingtootherpeople,andmanycolleagues(especiallyHenryGarcia,DonGerman,ForrestAdams,andBillBeane)havehelpedmerefinemytools.Mostimportantly,participantsinmyworkshopshavetaughtmemuchthatIknowaboutpeople,abouttheirneeds,theirinterests,andtheirvalues.IhopeIhaverepresentedthemwellinthisbook.
Specifically,Ineedtothankmywife,Sara,forherpatiencesittingalonewhileIworkedatmycomputerorwasontheroaddeliveringaworkshop.IalsoneedtothankAdrienneHickeyfortakingachanceonpublishingabooklikethis,andJacquieFlynn,mymostwonderfuleditorwhohashelpedmetightenandrefineandexplaineverythinginthistext.
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INTRODUCTION:HOWANDWHYTOTRAINPEOPLEFORSELF-MANAGEMENTThemanagementmantraof''empowerment"ringshollowbecausemostmanagersthemselvesarenotasempoweredastheywouldliketobe,andveryfewmanagersreallywanttheiremployeestomakedecisionsandactonthem(whichiswhatempowermentmeans)withoutfirstconsultingwithmanagement.Onereasonisthatmanagersareafraidtheiremployeeswillmakemistakesthatwillgetthemanagersintroublewithhighermanagementorwiththeboardofdirectors.That'sareasonablefearaspeoplearen'tusuallypreparedtobeempowered,evenifmanagerstrulybelieveinthemantra.Ittakesself-managementtofulfilltheresponsibilitiesofempowermentaswellastobaskinitsprivileges.
Self-managementtheabilitytomakeyourowndecisions,tocontrolyourownactionsandachievepersonalgoals,andtobeapositiveinfluenceinyourenvironmentdoesn'tcomenaturally.Peopleneedtrainingintheskillsthatwillmakethemcompetentforself-management.Thisbookisdesignedforyou,atrainer,todeliverworkshopsinwhichpeoplecanlearnhowcompetenttheyalreadyareinself-managementandhowmuchtheystillneedtolearn.Theassessmentsandexerciseswillbeparticularlyusefulinateam-basedenvironment,whethertheteamsarenowsemiautonomous(inwhichamanageristheleader)ortheyarealreadyself-managed(self-managedteams,inwhichnooneintheteamisamanager).Toempowerpeopleistohelpthemtobecomeself-managed.
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StylesandLengthsofWorkshops
YouknowbetterthanIwhatkindoflearningenvironmentwillworkbestinyourorganization.Theseexercisescanbeusedwithtotalimmersionaconcentratedworkshopcompressedintoseveraldaysorspacedlearningoneortwohour,oneortwodaysessionsspacedoverseveralweeks.Youcanselectthematerialstofityourneeds.Youwillprobablyfinditusefultoofferemployeesinyourorganizationtheself-assessmentsinChapter2andthenaskthemtohelpyoudesigninteractiveworkshopsthatconcentrateonareasinwhichpeoplesaytheyneedimprovement.Inaddition,itisn'tnecessarytouseeveryexerciseinthisbooktohelppeopledevelopself-managementskills.
One-dayorpartial-dayworkshopsworkwellifaseriesisofferedoveraperiodofseveralweeks(spacedlearning),withfollow-upassignmentsonwhichtraineesworkbetweensessions.Aone-dayworkshopwouldfocusonseveralaspectsofself-management,whereasapartial-dayworkshopwoulddealwithonlyoneaspectorinvolveonlyoneexercise.Theoutlineforashortworkshopmightbe:
1.Introductionandexpectations
2.Learningobjectivesandoutcomesforthesession
3.Self-assessmentwithregardtoaspecificcompetency(SectionI)
4.Exerciserelatedtothatcompetency(SectionII)
5.Wrap-upandfollow-upassignment
Acomprehensive,multidayworkshop,involvingallormostoftheexercisesinthisbook,shouldalsobedividedintospacedsessionsbetweenwhichtraineeswouldworkontheirownimprovementplans.Apossibleoutlinemightlooklikethis:
Week1,Day1
1.Introductionandexpectations
2.Learningobjectivesandoutcomesfortheentireprogram
3.LearningobjectivesandoutcomesforDay1
4.Self-assessmentofthewholeperson(SectionI)anddiscussion
5.Goalsettingandactionplanning(SectionII)
6.Self-assessmentwithregardtoaspecificself-managementcompetency(SectionI)
7.Exercisewithregardtotheself-managementcompetency(SectionIII)
8.Wrap-upforDay1
Week1,Day2
1.LearningobjectivesandoutcomesforDay2
2.Self-assessmentwithregardtoaspecificself-managementcompetency(SectionI)
Page3
3.Exercisewithregardtotheself-managementcompetency(SectionIII)
4.Self-assessmentwithregardtoaspecificself-managementcompetency(SectionI)
5.Exercisewithregardtotheself-managementcompetency(SectionIII)
6.Self-assessmentwithregardtoaspecificself-managementcompetency(SectionI)
7.Exercisewithregardtotheself-managementcompetency(SectionIII)
8.Wrap-upofthetwodaysandafollow-upassignment
YoucouldthenbringtheparticipantsbackfortwosessionsinthefollowingweekortwoweekslaterandrepeattheformatforDay2.
Regardlessofhowyoutimelineorsequencetheworkshops,theirstyleshouldalwaysbeinteractive,employingasmanyself-discoverymethodsaspossible.Thestyleoftheworkshopisamodelforself-management.Chapter1,TrainingforSelf-Management,willexplainhowtomakeyourworkshopsfitthatmodel.
ExerciseFormat
Thedesignofeachexercisealsoencouragesself-managementandself-discovery.Eachexercisegenerallyfollowsthestructurebelow.Whenanexerciseisdividedintoparts,Iprovideinstructionsanddiscussionquestionsineachdivision.
Instructor'sNotes(withsomeexplanationofthepurposeandstructureoftheactivities)
LearningObjectivesandOutcomes(expressedbehaviorallyrather
thaninmeasurableterms)
Self-managementSkillsInvolved
Requirements
Time
Materials
Equipment
Preparation
RoomSetup
LectureNotes
InstructionstoParticipants
DiscussionQuestions
Eachexercisealsocomesequippedwithhandoutsthatmaybereproducedforuseinyourworkshops.Donotreproducethemforresalewithoutwrittenpermissionfromtheauthor.Someexercisesinvolveoverheadvisuals,andthemastersarealsoincludedinthebook.
Page4
Finally,youmaytailortheseexercisesinanywayappropriatetoyourorganization'sneeds.However,Istronglyrecommendthatyounotlosesightoftheirpurpose:toencourageself-discoveryandself-management.
SourcesfortheExercises
Ihaveusedtheexercisesreproducedinthisbookinonesettingoranotherformorethantwentyyears.Someofthemhavebeenusedbyothertrainersaswell,andafewofthemcomefromthegreatlibrarycalledword-of-mouth.Iknowhowtheyworkinaliveenvironment,andIalsoknowwellenoughtoofferthiscaution:Noteverygroupwillrespondtoanexerciseinexactlythesamewayasothergroups.That'swhywhenIlistdiscussionquestions,Ialsolisttypicalanswers.Thereisneveroneperfectanswerforanydiscussionquestion.
Page5
SECTIONIGETTINGSTARTED
Page7
1TrainingforSelf-ManagementByreadingthischapter,youwillbeableto:
Explainthebasicconceptsofself-management.
Identifyanddescribethesixself-managementcompetencies.
Applythebasicprinciplesofexperientiallearningtothetrainingforself-management.
Peoplelearnself-managementskillsonlybyandthroughexperiencesthatallowthemtodotheskillsnecessaryforlearninghowtogetcontrolovertheirlives.Foryoutofacilitateself-managementskillworkshops,youneedtoexplainself-managementandself-managementcompetenciestoyourstudents,andapplyexperientiallearningmethods.
Usingthischapter'smaterialsaslecturenoteswillhelpyouexplaintheconceptsandskillsinvolvedinself-management.Whentalkingaboutthesixself-managementcompetencies,makethepresentationinteractivebyaskingtheparticipantstodefine,explain,ordescribewhatthewordswholeness,self-confidence,self-awareness,drive,self-respect/self-esteem,andrespectforothersmeantothem.However,Iadvisethat,ifyouplantoassigntheself-assessmentsinChapter2,donotcommunicateanyofthesematerialsinclassuntiltheparticipantshavecompletedtheassessments,lestyou"program"themastohowtorespond.
Page8
Self-ManagementandSelf-ManagementCompetencies
Self-managementconsistsofthepersonalpowertocontrolwhathappensinourownmentalandphysicalspaces,ourabilitytocontrolwhatwedoandhowwedoit;it'sourcompetenceandcommitmenttomanageourownlives.Initssimplestsense,self-managementmeanssatisfyingbasicneedsforfood,clothing,andshelter.Inabroadersense,self-managementistheabilitytomanipulateourselvesandthethingsorprocessesintheworldinwhichwelive,tosatisfyourwants,needs,andrequirements,andtofulfillourloftiestambitions.
Managementofanykindimpliesmorethantheexerciseofpower;itimpliescontrol.Wecancontrolormanagethings,processes,andeventsinourlivesevenifitappearsasifwedon't.Wechoosetheprocessesinwhichwe'reengaged,and,evenifwefeelwecan'tescapethem,wehaveactuallychosennottotry.Choosingtomanagewhat'sinourspanofcontrolisthefirststeptowardself-management.
Ittakesadisciplinedandsystematicapproachtodevelopourpersonalpower.Wealsoneedavisionforourlivesthatfocusesourself-managementcompetenciesonthepursuitofpersonal,lifelonggoalsandobjectives.Disciplineandself-managementcompetencies,ifexercised,engenderfreedom,butself-managementimpliesresponsiblefreedom,takingownershipofourlives,ourwork,andtheconsequencesforouractions.Itrequireslearningtoadaptthosecompetenciestothelifeweenvisionforourselves.
SixCompetenciesofSelf-ManagedPeople
Everyonehasthecapacityforbecomingself-managed,whichinvolvessixcompetenciesthatcanbelearnedthroughtrainingandpractice:wholeness,self-confidence,self-awareness,drive,self-respect/self-esteem,andrespectforothers.Wholeness,thebilitytoseeourselvesaswholepersons,supportstheotherfivebehaviorsets.
Ontheotherhand,insofaraswecan'tlearn"wholeness,"becomingwholedependsonthestrengthoftheothercompetencies.
Eachofthesixtermsdescribestheoutwardsignsoroutcomesoflargesetsofskillsrelatedtohowpeopletakein,organize,andactuponinformationaboutthemselvesandabouttheworldaroundthem.Oneaspectofbeingwhole,forexample,callsforclearlyseeingandmanagingthevariousprocessesandconnectionsofourlives.Eachofthedescriptionswecalltraits,therefore,areendproductsofessentialabilitiesto"becomesomething."Contrarily,to"loseconfidence"orto''loseself-esteem"meanstolose,forsomereason,theabilitytotakein,organize,andactuponinformationinthewaywedidpreviously.Thewordsdosignifytraits,buttheyalsosignifytheprocessesbywhichthetraitsmanifestthemselves.
Wholeness
Thewholeperson(seetheillustrationentitled"PortraitofaSelf-ManagedPerson")providesthebackgroundandsupportformanagingourselvesforintegratingtheexperiences,thoughts,feelings,emotions,values,andactionsthatgo
Page9
intomakinguswhoweare.Atthesametime,themorecompetentwebecomeatintegratingthoseaspectsofourlives,themoresecureourwholenessbecomes.
Wholenessalsomeanspullingtogethertwoverydifferentapproachestolifeingeneralandtoproblemsolvingorplanninginparticular,distinctionsthatareveryimportanttoaself-managementworkshop.Manyexercisesoractivitiesrequireanalytic,linear(leftbrain)thinking,usefulforthestep-by-stepprocessesweusefororganizinglifeandwork.However,thatkindofthinkingtakesplaceonlywithinthebiggercontextofthevisionforourwholelives;itmanagesthedetailswithinthatcontext.
Manyofthosesameexercisesoractivitiesrequiredealingwithemotions,values,creativity,flashesofinsight,andsubjectivedecisions(rightbrainactivities).Aself-managementgoalconsistsofusingbothtypesofthinkingtodevelop"wholebrain"livinginwhichweintegrateboththelinear,analyticsideofourlivesandthenonlinear,subjectiveside.
Self-Confidence
Developingalifevision,withlong-termgoalsandobjectives,engendersasenseofsecurity,self-confidence,andbeliefinoneself.Self-confidencerequirestheabilityto:
Actonprinciple.Thismeansestablishingasetofvalues(amoralcode)andlivinginaccordancewiththem.Italsomeansdecidingwhatwewantforourselvesanddeterminingthatitisright,thatitgivesmeaningtoourlives,andaddsvaluetothelivesofotherpeopleandtotheworldinwhichwelive.
Acquireknowledgeanddecidethatourbeliefsareaccurateandthattheyareusefulforourselvesandforotherpeople.
Developabilitiesandtranslatewhatweknowintowhatwedo,beingcreativeorinnovativeaswellasskilled.
Developstrongopinionsandfeelapassionorintensityaboutwhatwebelieve,want,orneed.
Acceptdisagreementandnegativefeedbackwithoutdefensivenessoraneedtoexplainourselves;disagreewithotherpeopleandgivenegativefeedback;beinfluencedbyotherpeoplewhenweseevalueintheirpointsofview.
Feelandexpressrealisticoptimism,havingthepatienceandtheinsighttofollowtheleadofotherpeopleaswellashavingpatiencewitheventsoverwhichwehavenocontrol.
Takeresponsibilityandbeaccountableforgettingresults.
Self-Awareness
Completingself-assessmentshonestlyandcompletelyraisesourself-awareness.Acceptingfeedbackfromotherpeopleraisesittoahigherlevel.Self-awarenessisessentialtoself-managementinasmuchasitpreventsusfrombeingsmugandself-satisfied.Self-awarenesscomesfromtheabilitytolookintoourselvesandtobecomeself-critical,thoughtfullyintrospective,andto:
Developaknowledgeofourlimitationsaswellasourstrengths,andtoacknowledgethoselimitations.
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Page11
Beunsatisfiedwithourpresentsituationanditslimitations(thatis,bewillingtomovebeyondwhereweareevenifwe'rehappywithit),andseethingsbothaswhattheyareandwhattheycouldbe.
Lookfornewdirectionsinwhichtolearnandgrow,toseekoutnewanddifferentwaysforinformingourselves,forexpressingourselves,fordoingwhatwedo,andforperceivingandrelatingtotheworldaroundus.
Becomeflexibleandadaptable,formingnewopinionsandwaysofdoingthingswhencircumstancesdemandthem.
Drive
Driveisthepassiontogettowherewewanttogo(nottowherelifemighttakeus)andtobefocusedonachievingourgoals(tobemotivated).Drivemeansthatwe:
Developtheenergyandstamina(throughdiet,exercise,andappropriateformsofrest)todowhatweneedtodo,tobeself-starting,andtobestrong-willedortenaciousaboutthevisionforourlives.
Showenthusiasmforourlivesandforwhatwe'redoing.
Displayvigorofthoughtaswellasdeed;develop"sticktoitiveness,"stayingthecoursewhenwebelieveit'srightandontarget.
Developthedaringtotakerisksandtomakethemostofourindependenceandourneedtoseekoutnewopportunitiesforself-expression,forcreativeexpression,andforinnovationinbothourworkandournonworklifeactivities.
Takeleadershiproleswhenneeded,influencingotherstofollow.
Revitalizeourselvesregularlythroughouteachday,renewingourownsourcesofenergythroughproperdosesofrest,nutrition,exercise,and
relaxation.
Self-Respect/Self-Esteem
Self-respectorself-esteemweusethewordsinterchangeablyallowsustocareaboutbothaspectsofwhowearemindandbodyprovisioningbothofthem,strengtheningthemratherthandeprivingthem,abusingthem,ordiminishingthem.Itrequiresthatwe:
Recognizethatweareasvaluableaseveryoneelse.
Findtheinnersecuritywemusthaveinordertogiveourselvespermissiontoneedotherpeopletohelpusfulfillourdreamsasmuchastheyneedus.
RespectforOthers
Respectisthemagicbulletthatmakescooperationpossible.Developingtheskillsrelatedtorespectforothersrequiresthatwe:
Recognizethedignityofotherpeopleandavoidjudgingthem.
Careforandaboutpeople;acceptthemastheyare.
Recognizeotherpeople'sknowledge,skills,creativity;beopentotheirideas,thoughts,orfeelings,andcontributionstoourlives.
Recognizeotherpeople'sneedsandaspirations.
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Openourselvesuptootherpeoplelisteningtothem,acceptingandactingupontheiropinionsorsuggestionsandlearnfromandbeinfluencedbythem.
Givepeoplehelpful,honestfeedbackandactasapositiverolemodelforthem.
Cooperateandcollaboratewithotherpeople.
Bedependableandcredibleandcontributeaccurateinformationtootherpeople.
Communicateopenlyandhonestly,whichrequiresbeingavailableandaccessibletoothers,andtransferringinformationtothem.
Seekgroupconsensuswhenappropriate,supportinggroupdecisionsandactingonthem.
Beunsatisfiedwiththestatusquoforothersaswellasforourselves;encouragethemtofindnewanddifferentwaysforaddingvaluetotheirlivesandtotheworldaroundthem.
TrainingforSelf-Management
Thewordtrainingsuggeststhatanexpertofsomesortcanteachsomeonehowtodosomething.So,thequestionbecomes,"Whoisanexpertwhenitcomestoself-management?"Toanswerthisquestion,wehavetodistinguishbetweenlearninghowtobeself-managed(form)andtheuniquenessofwhatitmeanstobeself-managed(substance).
Asafacilitatoryoudealonlyintheprocessofbecomingself-managed(form).Youprovideexplanationsastohowtodosomethingandopportunitiestodoit.Thesubstanceofself-managementcomesfromwithinthepeopledevelopingtheirskills,andthesubstanceofwhatgivesonepersoncontroloverhislifemaynotgiveanother
personcontroloverhers.
Forexample,engineersuseanalyticmethodsandlinearthinkinginmostofwhattheydo,whereasartistsuseexpressivemethodsfordoingwhattheydo.Engineersmightfindexpressivemethodsdifficulttograsporapply,andartistsmightfindanalyticmethodsandlinearthinkingtoodifficult.Thosedifferencesexplainwhyhardandfastrulesaredifficulttocomeby.
TeachingversusLearning
Wereallydon'tteachself-managementskills.Rather,wehelppeoplelearnthem.Lookathowachildlearnstorideatwo-wheelbicycle.Theoperativewordhereislearn.
Achildlearnstorideabicyclebyfirstridingwithtrainingwheels.Thenyouremovethetrainingwheelsandholdontothebackoftheseatforabit,butbeforethechildcanlearnhowtobalanceandcontrolthebike,youmustletgoandletherstruggletostayupright.Shewillfall,getbruisedandscraped,butshewilllearnhowtoridethebike.
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Thechildlearnshowtoridethebike;youdon'tteachhimhowtodoit.Sure,youhelphimlearn,whichmakesyoua"learninghelper."(Somepeoplelikethephraseperformanceimprovementcoach.)Helpingsomeonetolearnisdifferentfromthetraditionalnotionof"teachingortraining."Helpingsomeonetolearnisgivingsomeoneinformationhemayormaynoteveruseorshowingsomeonehowtodosomethinghemayormaynoteverdo(ordoaswellasyoucan).
Fastforwardtotheadult-learningclassroom.Aprecoursereadingorcomputer-basedtraining(CBT)orotherassignmentisthe"trainingwheels."Anin-classlectureordemonstrationis"holdingonforabit."Exercisesandskillpracticesare"lettinggo."Bytailoringpracticestosituations,problems,orchallengesfromtheirownworld("real-time,as-needed"training),studentslearntoridetheir''bikes"crosscountryandthroughroughterrain.Herestudentsworktoperfecttheskillstheyneedtoimprovetheirjobperformance;insteadofroleplaying,theyengageinskillpractice.Thedifferencebetweenroleplayingandskillpracticeisthedifferencebetweenmakingbelieveyou'reridingthebikeandactuallyridingit.
Asalearninghelper,youpresentideasaboutself-managementtopeople.Youprovidethemwithopportunitiestoassesstheirknowledgeandskills,andopportunitiestoapplytheknowledgeorpracticetheskills.Yougivethembothpositiveandnegativefeedbackorreinforcement.Ifthat'steaching,thenyouteachinthatsense,butit'suptothestudentstolearn.Yet,teachingcangoonwithoutlearning(andviceversa).
Anoldparablesaysgiveastarvingpersonafish,youfeedhimforjustoneday,butteachhimhowtofishandyoufeedhimforalifetime.However,self-managementworkshopsassumethatteachingthepersonhowtofishdoesnotfeedhimforalifetime.Instead,itgiveshimjusttheopportunitytodoso.Whetherornottheperson
takesadvantageoftheopportunityisamatterofpersonalchoice.Choosingfromamongpersonalgoalsandexercisingself-managementdetermineswhetherornotthepersonwilleverusetheknowledgeandtheskillhehasforfishing.
Nomatterwhat(orif)thestudentslearn,it'suptothemtouseornottousetheirnewlyacquiredknowledgeorskills.And,inanyorganization,it'suptothestudents'managerstoprovidethemwiththeopportunities,thechallenges,andthereinforcementforapplyingtheirnewlyacquiredknowledgeortheirskills.Otherwise,alltheteachingyoudowillcometonaught,andnolearningwillhavereallytakenplace.
TheLearningProcess
Textbooksdescribethreebasicmethodsoflearning:auditory(listening,hearing),visual(seeing,takingin),kinesthetic(feeling,handling).Peoplelearnthroughoneofthosemodalitiesorthroughsomecombinationofthem.Somepeopleenjoylisteningtolecturesandabsorbmuchmorefromthemthanothers.WhenIwasauniversityprofessor,Iconductedstudiesonself-directedlearningandfoundthatbusinessmajorslearnmoreeffectivelythisway;theyprefertolearnfromlecturestieddirectlytoareadingortocribnotes.
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Fineartsmajors,ontheotherhand,areveryvisual.Theyhavetoseethingsorvisualizeprocessestobetterunderstand;lectureswithoutvisualaidsareforthemtediousandboring.Stillothersneedtoimmersethemselvesindoingthings;fineartsmajorshavethatincommonwithmath,engineering,andsciencemajors.Liberalartsstudents,Englishmajorsespecially,useallthreemethodsandprefertoworkontheirown(fullyself-directed).Alearningenvironmentforteachingself-managementskillsshouldmaximizeallthreelearningmodalities.
Youcanexplainandshowsubjectmatterthestuffoflearningbutthestudentshavetodothingswiththestufftheytakeinortheyloseit.Youcantestforknowledgethroughwrittenororalexams.Theycanapplytheirknowledgethroughcasestudies(withwrittenanswersorbydiscussionwithothers)ortheycanusetheknowledgetounderstandsomethingelsethattheyhear,see,ortouch.Theycanmakethings,thewaywriters,painters,andengineersdo.Ortheycanactonknowledgeininterpersonalrelations,astheydowhentheyworkatself-disclosureortakeinfeedbackordeliverclearandaccuratemessages,andsoon.Thedoingreinforcesthelearningandhelpsretainitforfuturereference.
Justasthechildhastoridetobecomeexpertatbikeriding,studentsofself-managementhavetoapplytheskillstheylearnbydoingtheminordertodeveloporgrow.Theycanlearnaboutself-managementbyreadingaboutit,astheydoiftheyreadmybookSecretsoftheWildGoose,orbylisteningtolectures.Theycanlearnhowtoapplytheknowledgetheyacquirebycompletingexercises.However,theyaren'tyetself-managementexperts.Theirexpertisecomesfromexperienceandpractice.Expertisewithself-managementcompetenciesandskillscomesfromusingself-assessmentsandfeedbackfromotherstoenhanceorincreaseself-awarenessandfrompracticethatyoucanfacilitatethroughexperiential(orexperienced-based)learning.
Self-Assessments
Yourstudentsaretheonlyexpertswhenitcomestotheirownself-management.Youcantalkabouttheskills,youcanmodelthem,butonlytheparticipantscanintegratethemintotheirownexperienceandmaketheskillsworkforthem.That'sexpertise.
Self-assessmentsandfeedbackassessmentshelppeopleidentifywhattheythink,feel,ordo.AMyers-Briggsassessment,forexample,examineshowyoutakeininformationandprocessit(intuitively,perceptually,judgmentally,etc.);youthencompareyourresponsestotheassessmentdesigners'definitionsofthosemethods.Onceyou'veidentifiedhowyouacquireandprocessinformation,youcanusethatmodeltokeepondoingthesamethingsorforchangingyourpersonalmethods.
Howonepersonacquiresorprocessesinformationmayormaynotbeusefulinformationtootherpeople.Forexample,supposeIknowthatyou'reanintuitiveperson(right-brained)ratherthanafact-gatheringperson(left-brained).Thatinformationmayencouragemetoletyouprocessinformationinawaythatmakesyoufeelcomfortable,but,ontheotherhand,ifyourequirethatIneverexpectyoutogatherfactsbeforecompletinganassignmentbecauseyou're"anintuitiveperson,
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notafactgatherer,"youmissthepointofself-assessment.Anassessmentprovidestheinsightthatintuitionhelpsyoutolearn.Knowingthatyou'reintuitivemaybeinteresting,butinmanywork-relatedsituationsintuitionmaynotbeanappropriatesubstituteforfactgathering(or,viceversa).
Theself-managementself-assessmentsinChapter2willhelpyourstudentsunderstandhowtheirbehaviorfitsordoesn'tfitwiththedefinitionofself-management.Twoassumptionsarenecessary:
1.Yourstudentsmustacceptthedefinitionofself-managementandthatitwillworkforthem.
2.Yourstudentsmustassumethatthebehaviortraitsandskillsofself-managementarevaluabletothemforgettingcontrolovertheirlivesorwork.
Now,yourstudentscanbecomeexpertsabouttheirowndegreeofself-managementandtowhatextenttheypracticeself-managementskills.
Youalsocanconverttheself-assessmentsintofeedbackfromotherpeoplebyrewordingtheinstructionsandtheitemsinaself-assessment,whichIdiscussinChapter2.Adaptingself-assessmentsintootherpeople'sassessmentsofself-managementskillscouldbeuseful,especiallyas360-degreefeedback,whichincludesthewaymanydifferentpeopleseethepersonbeingassessed.Theextenttowhichtheirperceptionsandthesubject'sperceptionagree,themorereadilythesubjectcanconcludethatherperceptionsofherself-managementskillsarereliable.
Theassessmentsandadaptationsforothers'perceptionsarelearningtools,notpersonalityprofiles.Theysimplyhelppeopleuncoverinformationabouttheirself-managementskills.Ifthesubjectslikewhattheassessmentssayaboutthem,theycantakestepstoperpetuate
whattheylikeaboutthemselves.Iftheydon'tlikewhattheyreadabouttheirself-managementskills,theycantakestepstochange.Theynowhavesubstanceonwhichtoworkandthattheycantransformintoagreaterdegreeofself-management.
ExperientialLearningandSelf-Management
Sinceself-managementskillscan'tbelearnedfrombooksorfromacomputer,self-managementtraining,especiallywheninterpersonalrelationsareinvolved,worksbestinaclassroom-orgroup-based,facilitated(instructor-led)program.First,peoplecan'tlearnmuchaboutthemselvesbymerelylookinginamirror.Self-assessmentsarehelpful,notdefinitive.Whattheyseeandwhatotherpeopleseeusuallydeviatesconsiderably.Theyneedfeedbackfromothersaboutwhattheythinkorfeelbeforetheycangetacompleteimageofthemselves.
Second,sinceself-managedpeopleliveandworkinaworldwithotherpeople,theyneedtopracticeinterpersonalrelationsskills.Forapersontounderstandrelationshipsandtolearnhowtomanagethemselvesinthoserelationships,theyhavetoexperiencethemandpracticewhattodowhentheyrunintoavarietyofchallengingsituations.Justreadingaboutthemwon'tdo.Peoplehaveto
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manipulatetheinformationandpracticetheinstructionstheyreceivetomakeself-managementskillsworkforthem.
Third,tohavesuccessfullearningexperiences,yourstudentswillneedotherpeopletoexplainhowtheyrespondtowhatthestudentssayordoandwhytheyrespondedthatway.Feedbackfrompeersaswellasfeedbackfromtheclassroomleadercarryagreatdealofweight.
Inexperience-basedlearning,thesubjectmatterexpertsaretheparticipantsinsofarasonlytheycantellyouwhattheythinkorfeelaboutanythingthataffectsthem,theirthoughtsorfeelings(thesubstanceofself-management).Inaninteractiveexercise,studentstesttheirself-managementskills,suchasassertivecommunication.Theyalsotestyourrecommendationsforwhatiseffectiveorineffective.Onlybypracticingandtestingcanapersonbecomeanexpert.
AllthisreflectstheaphorismattributedtoConfucius:"Tellme,andIhear;showme,andIsee;letmedo,andIunderstand."Confuciusunderstoodthatforustolearnhowtodosomething,wemustdoit,whichwouldmakehimthefirstadvocateofexperientiallearning.Sincemanagingourselves,especiallyinourinterpersonalrelations,requiresbehavioralskillsandarethingswedoforandtoourselvesandforandwithotherpeople,self-managementskillsarebestlearnedthroughexperienceinagroupsetting.Doingmayinvolvesomefallingoffthebike,sometrial-and-error,somemistakesormisjudgments,somestruggle,butallthatexperiencereinforcesthelearningandhelpsusinternalizewhatwe'relearning,especiallywhenitcomestolearningaboutourownemotionsorfeelings,which,alongwithknowledge,arethecritical"stuff"ofself-management.
TheEIAGModel
TheExperience,Interpretation,Analysis,andGeneralization(EIAG)Model(whichimplementstheConfucianvisionatseverallevelscognitive,affective,andmoral)describestheimplicitstructureoftheexercisesinaself-managementworkshop.ThisrelativelyoldmodelconsistsoflearningthroughacircularprocessofExperience,Interpretation,Analysis,andGeneralization(seetheaccompanyingillustration).Thegoalofthislearningmodelistohelppeoplefullyunderstandhow(andhowwell)theycontroltheirlives.
ExperienceandDescription
Steponeofanyexperientiallearningmodelrequiresthatthestudentslearnbydoing,whichincludeshavinganexperienceanddescribingthatexperienceinthemostobjectivetermspossible.Lookingatanyexperienceisarecollection,andpeoplecanonlyrememberandinterprettheexperienceintermsoftheirvalues,feelings,emotions,andattitudes;therefore,it'simportantforstudentstoseparatethecontent,thebareexperience,fromtheiremotions,feelings,values,andattitudes.BertrandRussell,theBritishphilosopherandessayist,saidthatthemostobjectiveexpressionofanexperienceisnomorethanareportofsensedata:Forexample,"Red,here,now."Gettingclosetothatformofexpressionhelpsstudents
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lookattheexperienceasitwasratherthanastheinterpretationtheyapplytotheexperience.
Forexample,astudentsays,"Theemployeeaskedmetojustifymydecision."Thisreflectsthecognitiveaspectoftheexperience.InthewordsofJoeFriday,theTVdetectiveofyesteryear,"Justthefacts,Ma'am."
Interpretation
Afterdescribingtheexperienceasobjectivelyastheycan,studentslookatwhattheythinkofandhowtheyfeelaboutwhathappened.Inthissecondstepofthemodel,it'simportantforstudentstosurfacetheirvalues,feelings,emotions,andattitudes,whichdefineandcolorexperience.Thedefinitionsandshadingsoftentakeontheformofbiases,which,especiallyifkeptbelowthesurface,caninterferewithpeople'sabilitytomanagethemselvesandtherelationshipstheyhavewithothers.Thestudentsask:"WhatdidIlikeaboutit?""Whatdidn'tIlike?""Whatworked?"''Whatdidn'twork?"
Whenstudentsinterpretwhathappened,they,nototherpeopleorthings,becomethesubjectinthesentencesoftheirreports.Theydescribethemselves.Insteadofsaying,"Shemademeangry,"theysay,"Ididn'tlikeitwhensheaskedmetojustifymydecision.Ifeltangry."
"Ididn'tlike...""Ifelt..."Thesewordsexpresstheaffective(emotional/feeling)aspectoftheexperience.Thestudent'saffect."Takingownershipoftheexperience"meansrecognizingthattheirreportoftheirexperiencerefersonlytohowtheyseeit.
Analysis
Afterastudentdescribeswhathappenedobjectivelyandexpresseshisinterpretation,hethenanalyzestheexperience."Here'sthefact:She
questionedmydecision.Here'showIfeelaboutthat:Ididn'tlikeitwhensheaskedmetojustifymydecision."
Inthisthirdstep,studentsquestionwhytheyrespondedastheydid.Thestudentsanalyzewhathappened."IgotangrybecauseIthoughtthatwhenshequestionedmydecisions,shequestionedmyauthority.WhydidIthinkthat?Whydon'tIlikehavingmydecisionsormyauthorityquestioned?Whydidshequestionmydecision?Havepeoplequestionedmydecisionsorauthoritybefore?Ifso,howdidIreactandwhy?"Answerstothosequestionsleadtoabetterunderstandingofthesituation.Answerstothosequestionswhenthey'rediscussedwithatrustedgroup,including,inourcase,theemployeewhoquestionedthestudent'sdecision,leadstofullerunderstandingofhow(andhowwell)heorshecontrolshisorherlife.Thatis,ofcourse,thegoalofthislearningmodel.
Generalization
Theanswerstoanalyticquestionshelpthestudentstolookforwardandtotalkaboutwhattheyplantodointhefuture:adesiredbehavior.Thefictitiousstudent
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mightsay,"KnowingwhatInowknowaboutmyself,knowinghowandwhyIreactthewayIdowhensomeonequestionsmydecisionsorauthority,whatcanIdotochangethoseineffectivereactionsortorepeatthosethatareusefulorproductive?WhatwouldIdodifferentlyandwhatcouldIexpectfromthechange?"Follow-upactivities,withclearlyidentifiedgoalsandstepsforaccomplishingthem,provideamethodforapplyingwhatthestudentslearnfromtheexperience.
DemandsoftheEIAGModelontheInstructor
Someinstructorsfindthismodeldifficulttoapply.They'vebeentrainedtotellandtoshow,ratherthantoleadortofacilitate.EIAGmethodsdemand:
Patience.Youhavetoletthestudentslearnfromtheirexperiences,justasyouletachildlearnhowtorideabikebylettinghimorherrideit.Whenwell-intentionedteachersexplaineverythingtheyknow,theyjumpinbeforethestudentscanlearnfromwhattheydo,evenifwhattheydoiswrong.
Restraintespeciallyrestraintfromteachingtoomuch.Notjumpingintakesaneffortonthefacilitator'spart.Youcan'ttellsomeoneelsewhattheyhavelearned,althoughyoucanasktherightquestionsthathelpthestudentsexplainthemselves.
Supportforlearningfrommistakes.Childrenlearningtorideabikefall.Adultlearnershaveto"fall"also.Theywon'tdoeverythingright,andthey'llfindthatoutbygettingfeedbackfromtheirclassmates.Whatevercorrectiveactiontheytakemustcomefrom"falling."
Permissionforthestudentstoofferinformation,feedback,andsuggestionstooneanother.You,thefacilitator,arenottheonlyobserverintheclass.Theotherobservers,adults,haveexperience,knowledge,andskillstheycancallontohelpotherpeoplelearn.Thatmakeslearningacooperativeorcollaborativeendeavorratherthana
commandandcontrolexercise.
DemandsoftheEIAGModelonStudents
Moststudentsaren'treadyforthismethod.Itmakesextraordinarydemandsonthem.First,they'reaccustomedthroughyearsofclassroomexperiencetobeingtaught.They'vebeentrainedtobeteacher-dependent,passivelearners.Seeingandhearinghavebeenenoughforthem,whetherornottheyreallylearnorunderstandanything.EIAGmethodsdemandthewillingnessanddedicationto:
Prepareforclass.
Participateinclassactivities,exercises,anddiscussions.
Takerisksinasafeenvironment.
Activelylearnratherthanpassivelytakeininformation.
Followupandtakebacktothejobwhattheyhavelearnedintheclassroom.
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Second,andmostimportant,theymustlearntotrustyouandtheirclassmatesbeforetheycan"baretheirsouls"(ifthelearningcomestothat).Peoplearenotaccustomedtoandareoftenafraidofopeninguptostrangers,eveniftheyworkwiththosestrangerseveryday.Theyfearrevealingtheirweaknessesandflawstothemselves;itcanreduceself-confidenceandself-respect/self-esteemifnotimmediatelyfollowedupwithhelpforimprovement.Theyfearrevealingtheirweaknessesandflawstootherpeople;theyfearthattheothersmightusethatinformationagainstthem.SinceexperientiallearningandtheEIAGModelassumethatgrowthoccurswhenpeoplemovefromfearanddistrusttoincreasingtrust,it'sessentialtocreateasafeenvironment.
Aguidingprincipleofgrouplearninginvolvesasystemsapproachthatwecanapplytoallformalandinformalsocialsystems:TheTORITheory.1Thelettersareanacronymfortrust,openness,realization,andinterdependence.Trusttearsdownanddrainsdefensesoftheirpower.Someofthemoreobviousdefensesare:
Depersonalization.Somepeoplefinditdifficulttotalkaboutthemselvesortotakeownershipoftheirexperiences.It'seasierforthemtotalkabout"you,""them,"and"they"ratherthanabout"I"and''me."Theywilloftenattacktheexercisewhentheirownshortcomingsorerrorsaredisclosed.Thefavoriteattack:"It'sonlyanexercise;it'snotreal.Thingslikethatneverhappeninreality."You,thefacilitator,havetokeepthemfocusedonthemselves.
Actingonthebasisofroleprescriptionsratherthanonprinciple.Everyonegrowsupwithscriptsprovidedbyparentsandotherauthorityfigureswhattodoandhowtodoitingivensituations.Forexample,notgivingconstructivefeedback,especiallyifit'snegative,isoftenexcusedaspoliteness.AsintheDisneymovieBambi,we'vebeentaught"Ifyouain'tgotnothin'nicetosay,don'tsaynothin'at
all."However,inself-managementworkshops,that'snotmuchhelptothepeoplewhoneedit.Youneedtoencourageself-disclosureandhonest,direct,andhelpfulfeedback.
Hidingbehindfacades.Acommonresponsetonegativefeedbackis"Iwasonlyplayingarole.That'snottherealme."Iftheexerciseisproperlyconstructed,thepersonbeingobservedisbeinghimselforherself,andwhatpeopleseeiswhatheorshereallyis.Youhavetoencouragepeopletoseeexercisesasopportunitiestolearnandtogrowandthatfeedbackisagifttobeacceptedatfacevalue.
Operatingoutofhiddenagendasorcovertstrategies.Peopleinintactgroups(e.g.,adepartmentorateam)bringintotheworkshopaxestogrindorbonestopick.It'sacommonoccurrenceforateamleadertocomeintotheworkshopwiththeintentthatyouwill"fixwhat'swrongwitheveryoneelse."Youasleaderhavetohideyourtruefeelingsandavoidbeingputinthebarrel.Sometimesit'sdifficulttodo,butyouhavetosurfacetheseagendasorstrategieswhenthey
1J.R.Gibb,"DefensiveCommunication,"TheJournalofCommunication11,no.3(1961),141148;seealso"TORITheoryandPractice,"inThe1972AnnualHandbookforGroupFacilitators,ed.J.WilliamPfeifferandJohnE.Jones(LaJolla,Calif.:UniversityAssociates,1972),157162.
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begintobecomenoticeable(aswhenpeopleseethatthepersonhidinganagendaisnotfullyparticipating).
Followingtherules.Somepeoplepreventtheirowngrowthbyhidingbehindorganizationalrulesorexpectations.Insteadofsteppingoutsideoftheirorganizationalroles(e.g.,teamleader),theyusethemasexcuses.Peoplewilloftensay,"Ican'tchangebecausecompanypolicysays..."Youhavetohelpthesestudentsseethatcompanypolicyisn'tanissuewhereself-managementisconcerned.Theyneedonlygivethemselvespermissiontochange.
Doingonlywhatyou'retoldorbeingpersuadedtodosomethingotherthanyouwouldonyourown."Youmademeloveyou"makesforgoodsonglyrics,butnobodymakesyoudoanything.Eveniftheyputaguntoyourhead,youchoosetodoastheysayratherthanbeshottodeath.Nevertheless,studentsoftenappealto"theymademedoit"whenthey'reconfrontedwithnegativefeedbackabouttheirownbehavior.Youhavetohelpthemunderstandhowtheythemselvesaremakingtheirownchoices.
Eithertheneedtocontrolortheneedtobedependent.Thismaybelast,butit'samongthemostcommonofdefenses,especiallywheremanagersandtheiremployeesorteamleadersandtheirteamsareinthesameworkshop.Managersandteamleadersoftendominatediscussionsandgivetherightanswers.Anyonepredisposedtocontrollingmightdothesame.Whenseveralcontrolfreaksareinthesamediscussiongroup,conflictswillinevitablyarise.Youcanusethosemomentstoexplorewhathappened,whatthestudentsfeltaboutwhathappened,whytheyfeltthatway,andwhattheycandoaboutitinthefuture,thatis,applytheEIAGModel.
Alargenumberofpeoplehavedependencyneedstomeet.Employeesandteammembers,oftenfromacculturation,turntotheirmanagersorteamleadersforinstructionsorfortherightanswers.Youneedtobe
awareofwhenthishappens,and,again,explorethesituationbyapplyingtheEIAGModel.
WhenyouapplytheTORITheorytolearningself-managementskills,youhelpyourstudentsreplacethosedefenseswith:
Personal,self-determiningactionsbasedonprinciple.Usepositivereinforcementtoencouragestudentstosayordowhattheythemselvesbelieveisrightandtotakeresponsibilityforwhattheysayordo,
Greaterspontaneityandnonrolebehavior.Useexercisesorpracticesandpositivereinforcementtoencouragestudentstoreacttothemomentandfromtheirmindsandfeelings.Thegreatstageandscreenperformersarewonderfullistenerswhoreactratherthanact.
Openness,transparency,andcandor.Encouragethroughmodelingandpositivereinforcementwhatyouwantfromthestudents.Ifyouhidebehindrules,facades,orordersfromabove,theywilltoo.
Assertive,self-actualizingbehavior.Youhavetoencouragethroughmodeling,exercises,practices,andpositivereinforcementtherealityofwholenessthateveryoneisentitledtofulfillinghisorherownneedsanddreams.
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Mutuallysatisfyinginterdependence.Youhavetoencouragethroughmodeling,exercises,practices,andpositivereinforcementthatself-managedpeoplearesocialbeingswhoenjoytheirrelationshipswithotherpeople.The1998baseballsluggers,SammySosaandMarkMcGwire,demonstrated,bysupportingandcheeringeachotheron,thepowerofmutual,satisfying,interdependenceinspiteofthefacttheywerecompetitorsforthesametrophy.
Insum,yourgoalistoencouragestudentstodoontheirownwhatisnecessarytodevelopthebehaviorstheywant.Behaviorchangesinself-managementworkshopsresultfromdisplayingpersonalfeelings,actingonanimpulse,orfrommakingachoice.Roleplayingandskillpracticescanhelpyourstudentsmaketheleapfromdefensiveprotectionstoself-management.
TwoExperientialLearningTools
RolePlaying
Whenworkingwithself-managementskillsandinterpersonalrelationships,roleplayingsimulatesexperiencesthatallowpeopletotryoutbehaviorstoseehowtheyandotherpeoplefeelaboutthem.Asfacilitator,youcreatetheentirescenarioandhavethestudentsactouttherolesthatfulfillthescenario.Theexperiencehasvalueonlyifthestudentsexaminetheactivityimmediatelyaftertheroleplay.Theyhavetotalkabouttheirexperiences,processthembytalkingaboutandanalyzingtheirreactionsortheirresponses,andgeneralizeastohowtoactinfuture,similarsituations.
Manypeopledetestroleplaying,andIdon'tblamethem.Theverynameexplainstheweaknessofthemethod:playingatarole,playacting.Inaroleplay,youexplaintothestudentsinvolvedwhattodoandhowtodoitinasimulatedsituation.Thenyouaskthemtoactasiftheyarereallyinthatsituation.Insomesituationsforexample,ina
simulationoragameinwhichthestudentslearnsuchskillsasproblemsolving,decisionmaking,howtorunadepartment,andothertechnicalskillspretendingworkswellforadults.However,inintenselypersonalactivities,"let'spretend"doesn'tworktoowell;adultsneedalittlemorerealitythanthat.OnewaytotakethepretendingoutofroleplayingistousewhatIcallCopyingaModel.
CopyingaModelisaskillpracticeanddiffersfrompureroleplayinginthatthefacilitatordoesn'ttellthestudentwhattosayordo.Instead,youhaveaskillpracticeafteralectureordiscussionofaspecificdesirablebehaviororareactiontoasituation.Thestudentslearnabouttheskill,andifyouhaveawayofdemonstratingit(e.g.,onavideotape),theyseehowitisusedinasimulatedsituation(apositivemodel).Positivemodelingcanbecontrastedbyanegativemodel,butcaremustbetakennottoletthenegativeonehavealargeaffectonthelearningandoverwhelmthelesson(asmanyfun-filledtrainingfilmsdo).Therestofthelearningprocessisasrealasacquiringanymotorskill,forexample,assemblinganautomobilegenerator.
Youcreateasituationthatcouldhappenanywhereatanytime.Youcanalsogivepeoplerolestoplay,butnotwhentheyarepracticingtheskill.Asthestudentspractice,theyarethemselves,notacharacterinaplay,anddecidehowtorespondtothe
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situation.Theythentrytoduplicateormimicwhatthepositivemodeldidorsaid.Thisisnotplayingatarole;rather,it'slearninghowtoapplyaskilltoarealsituation.
Interpretationandanalysisthenfollowtheexperientiallearningtoexplorehowthepersonpracticingfeltaboutthenewlearnedbehaviorandwhatmadeiteffective(assuming,ofcourse,thatitwas).Thepersonpracticingalsogetsfeedbackfromthegroupastohowwellhecopiedthemodelandhoweveryonerespondedtoit.
BeingMyself
Inthisformofskillpractice,youdon'ttellthepersonpracticingtheskillhowtobehave.Youdon'tevendemonstrateormodeldesiredbehaviors.Rather,youcreateasituationandaskthestudenttodecidehowtorespondandtoactaccordingly.Yougiveotherpeoplerolestoplay,butnotthepersonpracticing.Youwanthimtobehimselfatalltimes.
Self-discoverylearningcomesintoplaymostdramaticallyinBeingMyself.Hereapersonisplacedinasituationtowhichsherespondsassheordinarilywould.Thediscussionthenexplorestheperson'sreactionsandself-managementskills.Asinallsuchactivities,interpretation,feedback,andanalysisthenfollowstheexperientiallearning.Thegroupthenexploreshoweveryonereactstowhatthepersonpracticingsaidordid.Theydiscusswhatseemedtobeeffectiveandwhatseemedtobelesseffective.Thatkindoffeedbackgivesthepersonpracticinganopportunitytobuildonherownstrengths.Moreimportantly,whenshegetsfeedback,shealsogetssuggestionsastohowmakeheractionsmoreeffective(i.e.,achievemutuallysatisfyingexperienceswithotherpeople).Shethenhasgatheredenoughinformationaboutherbehaviortomakedecisionsastohowtoactinthefuture.
ThatoutcomeisthegoalofallactivitiesandexercisesdesignedwiththeEIAGModelinmindtoforcestudentstoexaminetheirownproblemsorchallengesandtolookforanswers.Studentscometogetheringroupactivitiesandaskeachotherforanswers.Theydigaroundintheirownmindsandfeelingsforthesubstanceofself-management.Allthisbeforeyouanswertheirquestions.Then,youranswersshouldbeconcise,precise,andaccurate.Bynotdominatingtheskillpractices,youdon'tdivertthestudentsawayfrompeerorteamlearning.
ThematerialpresentedinManagingUnderPressure2isanexampleofa"BeingMyself"skillpractice.Init,theparticipantsconfrontacontrivedsituationfromtheirownperspectiveandwithwhateverself-managementskillstheyhave.Theresultsincludelearninghowtheycommunicatewithothers,howtheymanagetheirbodylanguage,andhowtheyhelporsupportotherpeople.
Exercisesorpracticesprovidetheexperience.Thefeedbackthestudentsgetfromoneanotheraswellasfromyouenhancestheirdescriptionsoftheexperience,theirinterpretations,andtheiranalyses.Theobjectiveofthisstyleoflearningisforthestudentstointernalizewhattheydoandthefeedbacktheyget.Learningisfasterandlonger-lastingthisway.
2AdaptedfromaskillpracticeusedinCiticorp's"ManagingPeople"workshop,whichIusedwhenIwasaProgramManagerfortheCiticorpExecutiveDevelopmentCenter.
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ManagingUnderPressure:Sample"BeingMyself"SkillPractice
INSTRUCTOR'SNOTES
Thissampleconsistsofaboilerplatedesignthatyoucanusefordevelopinganexerciseappropriatetoyourownenvironment.Thespecificsofthescenarioandtherolespeopleplayareentirelyuptoyou.
Irecommendthatyouworkwithteamsoffivetosevenpeopleinbreakoutrooms,eachteaminapairofadjoiningrooms.
1.Thepracticeroom,theparticipants'office.Thisroomshouldbefurnishedwithasmalltable(roundorsquare)andachairforeachmemberoftheteam.Recordingandplaybackequipmentshouldbesetupinthisroom.Thisroomiswheretheskillpracticeactuallytakesplace,withonepersonatatimeactingashimselforherselfinthesituationdescribedinthescenarioyoudesign.Thisisalsotheroominwhichthegroupwillprocess(debrief)theexperience.Inahotelsetting,iftwo-roomsuitesarenotavailable,thehotelmeetingmanagerusuallywillagreetomoveoutsleeping-roomfurnitureforthispurpose.
2.Theholdingroom.Teammembersusethisroomwhennotpracticingatthemomenttodiscusswhattheyindividuallywilldotocreatepressureonthepersonpracticing.Furnitureisamatterofchoice.Inahotelsetting,thesleepingroomfurniturecanstayinplace.
IntactTeam
Ifyou'reworkingwithanintactteam,don'tbringreallife
issuesintotheclassroomandgetwrappedupinthemuntilafterthestudentshavehadachancetoexaminethewaytheythemselvesbehave.Simulateapressuresituationfirstsostudentscanseetheirownresponsestostressandgetfeedbackfromothersabouthowtheirbehavioraffectedthem.Theobjectisforthemtoplanbetterwaysofdealingwiththoseissuesbackonthejob.
FacilitatedTeams
Ifyouhavethetrainedpersonnelavailable,assignonepersontofacilitatetheactivitiesforeachteam.Thatpersonoperatestheequipmentduringthepracticeandpromotes(notdominates)discussion.Shecangivefeedback,butonlyifshethinksnooneelsecanorwillgivethefeedbackshecanoffer.Theteamselectsatimekeepertomanagethefairandequitablediscussionofeachperson'spractice,inwhatevermanneryoudesignit,andascribetorecordtheteam'sconclusionsandtoreportthoseconclusionstothewholeclass.
Self-ManagedTeams
Mostadultgroupmanageanyactivityyoudesignverywellwithoutintervention.However,youshouldfloataroundthebreakoutroomsregularlytoensurethattheparticipantsaredoingtheexercisethewaydesignedit.Thedownside:Participantssometimescomeawayfeelingtheydidn'tgetprofessionalhelp.
Ialsorecommendvideotapingeachpracticeandplayingitbacktodebriefthatperson'spractice.Thatway,eachpersonseeswhatheorshedidaswellashearsaboutitfromotherpeople.Often,thepersoncallsoutthefeedbackotherswouldhavegivenhimorherasheseesitforhimselfor
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herself."Oh,Lord.LookhowI'mwavingmyhand.It'sobviouswhyyousaidIwasdismissivewhenwetalked."Besuretoinstructtheteamsonhowtousethevideoequipment(ifitisused).
Self-AssessmentInstruments
Youcoulduseaself-assessmentinstrument(e.g.,360-degreefeedbackoraMyers-BriggsoraDISCinstrument)inconjunctionwiththeexercise,butit'snotrequired.Three-hundred-and-sixty-degreefeedbackcorrelatedtobehaviorunderpressureshouldbediscussedpriortotheexercise.Ontheotherhand,useaMyers-BriggsorDISCinstrumentaftertheexercisetopreventinterferingwithself-discoverylearning.Peopletendtouselabelssuchas,"You'rea[something],"insteadoffocusingonwhatthepersonactuallysaysordoes.
LearningObjectiveandOutcomes
Oneessentialskillofself-managementisself-awareness,andbytheendofthisexerciseparticipantswillbeabletoapplytheirexperienceandfeedbackto:
Howtheycommunicatewithothers,especiallyhowtheylisten
Howtheymanagebodylanguageandhowtheirmannerismsaffectotherpeople
Howtheyhelpothersimprovetheirabilitytoevaluatetheirownvalues,attitudes,andbehaviors,andhowtheyaffectotherpeople
Requirements
Time: Fivetosixhours,dependingonthesizeofthegroups
Materials: Copiesofthescenarioyoudesign
GivingandGettingFeedbackhandout
Equipment: Videorecordersandplaybackequipment(wherefeasible)Audiorecorders(ifvideoisnotfeasible)
Preparation:WritescenarioandrolestoplayCopymaterials
RoomSetup:
Breakoutroomsforeachteamoffivetosevenparticpants.Foreachteam,usetwoadjoiningrooms,ifpossible,preferablywithadoorbetweenthem.
Scenario
Youneedtocreatesituationsandrolesforeachoftheteammemberstoplaywhenthey'renotpracticing.Suggestreal-worldactivitiesthatreflectbutdon'tresembletoocloselyanythinginthestudent'simmediateworkplace.Therolesshouldcreatepressureandproduceafunexperienceatthesametime.
Forexample,thepersonpracticingamanagerhastoleavetheofficeintenminutesinordertocatchaplane,andheisalreadybehindschedule.Alltheotherparticipantsneedtotalktothisperson(themanager)abouttheirownissues,whichareasimportanttothemasleavingistothemanager.Hehastodealwitheachoneoftheminthattenminutes.
Hereisthestructureoftheactivity.
1.Eachpersongetsuptoandnomorethantwelveminutes"inthebox."Sinceit'sheroffice,shedecideswhathappensandwhen.
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2.Afterallthemembersoftheteamcompletetheirpractices,everyoneontheteamgathersinthepracticeroomtowatchthetapesandgiveoneanotherfeedbackaboutwhathappenedduringthepractice.
3.Inaself-managedteam,withnooutsidefacilitator,onepersonisassignedtobethetimekeeper,anotherpersonisassignedtobetheequipmentoperator.
4.Eachpersonhasuptotwentyminutestogetfeedback;therefore,itwillnotbepossibletowatchanyoneperson'sentirepracticeonthevideotape,justhighlights.
Aftereveryonehashadanopportunitytobethemanager,youdebrieftheactivityasagroup.Thepowerofthisexercisecomesfromtalkingabouttheexperience,describingwhatparticipantsexperienced,explaininghowtheyfeltaboutitandwhytheyfeltthatway,andgivingconstructivesuggestionstooneanotherforhowtohandleasimilarsituationinthefuture.Youenhancethatpowerwhenyouvideotapetheactivitybecausethevideogivesparticipantstheopportunitytoseethemselvesinaction.Coupledwithfeedbackfromtherestofthegroup,viewingaplaybackpuncheshometherealityofotherpeople'sperceptions.Butthedebriefingprocessdoesn'tworkunlesseveryonefollowsthegroundrulesandtalksabouttheirownexperiencesduringtheexercise.
FeedbackGuidelines
Usethehandout,GivingandGettingFeedback,asyourguideforhowtodiscusseachperson'spracticesession.
InstructionstoParticipants
Inclassroomtraining,wecan'tbringeverydaypressurestobearonyou.Sowewillcreatepressure;perhapsmoreinashorterperiodoftimethanyouwouldexperienceonthejob.That'sokaybecausewearelookingforhowyourespondtopressure.That'stheobjectiveoftheexercise;nottomimicyourworkplace.
Eachofyouwillhaveanopportunitytopracticebeingyourselfasamanagerinthesituation.Youwillgetonlyanoverviewofthesituation.Yourjobistorespondtoandmanagewhateverhappensasithappens.
Eachofyouisalsoassignedaroletoplaywhenyou'renotthemanagerthatexplainswhyyouwanttoseethemanager.Thatscript,whichyouwillkeepsecretfromtheothers,formsthebasisforwhatyoudointhesituation.Forexample,youmaybetoldthatyouareanadministrativeassistantthatworkedlatethenightbeforetoprepareareportforthemanagertousethismorninginameetingwithhisboss.Nowyouwanttheafternoonoff.However,youwon'tstopthere.
Youwillhaveextrainstructionsforbeingcreativeanddemandingorchallengingwhenyou'renotbeingyourselfasthemanager.Youwillalsokeeptheseinstructionssecret.Youshoulduseyourimaginationstocreateasmuchpressureaspossibleintheshortestperiodoftime.Youmaymakeyoursituationasobviousorasobscureasyouwish,especiallyifpresentingaseriouspersonalproblem.It'simportanttotheexercisethateachpersonthinksthatherproblemorissueisimportantenoughtoreceivethemanager'sattentionnow,especiallyanyonewhomayhaveinformationthataffectsthemanager'smeetingwiththeboss.
Eventhoughthesituationiscontrivedandseemsunrealtoyou,ifthepressureisreal,thepersonpracticingwillreactasheordinarilywouldactwhenstressedthisway.Themorepressureyoucreate,nomatterhowunreal,thebetter.Theobjectisforyoutostudyyour
personalreactionstopressure.Fromthisyouseewhatworksforyou,whatworksforothers,andwhatyoumightcarrybackwithyoutothejob.Youwillalsoseeorgetfeedbackaboutbehaviorsyouwillwanttochangebecausetheyareineffective.
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2AssessingSelf-ManagementSkillsSelf-managementinvolvessixcompetencies:wholeness,self-awareness,self-confidence,self-respect/self-esteem,drive,andrespectforothers.Theskillsassociatedwiththesecompetenciesgivepeopletheabilitytocontroleventsthatfulfillaself-determined,personalvision.Inpopularjargon,self-managedpeopleempowerthemselvestoactualizetheirpotential.
Thattypeofpersonalpowerrequires(1)theconsciousefforttocontrolhowwerespondtotheexperiencesthatflowintoandthroughourlives,and(2)theabilityandthewilltoactonthedecisionswemake.Sincethemodernworkplacecallsuponmanagerstoempoweremployees,it'sessentialthatboththemanagersandtheemployeesreportingtothemhaveself-managementskills.However,toooftenpeopleonlyassumethattheyhavetheskillstheyneedandareoverwhelmedbytheresponsibilitiesandauthoritytheyget.
Eachself-managementcompetencydescribestheoutwardbehaviorsortraitsofalargesetofskillsrelatedtohowwetakein,organizeorprocess,andactuponinformationaboutourselvesandabouttheworldaroundus.Wholeness,forexample,callsforclearlyseeingandmanagingthevariousprocessesandconnectionsofourlives.Asatrait,it'stheendproductofessentialabilitiesto"becomingsomething."Thecompetenciesofself-confidenceandself-esteeminvolvetheabilitytoprocessandacceptourownbeliefsandactionsastrue,good,orright.Theexpressions"loseself-confidence"or"loseself-esteem"meantolose,forsomereason,
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thesensethattheinformationwetakein,organize,orprocess,andtheactionswetakearetrue,good,orright.Sowhilethewordsusedtoidentifyself-managementcompetenciessignifytraits,theyalsosignifytheprocessesbywhichthetraitsmanifestthemselves.
Onewayforpeopletodeterminehowwelltheyexhibitthosetraitsorcompetenciesisforthemtocompletethesetofself-assessmentsinthischapterandcomparetheirresultswiththeinterpretations.Thefirstself-assessmentexaminesaperson'sreadinesstodevelopself-managementskills.1Afterthat,theassessmentshelpapersonidentifythedegreetowhichheorshemayalreadyexercisethoseskills.
AdministeringSelf-Assessments
PreclassAssignments
Wheneverpossible,youshouldmakeapreclassassignmentthatthestudentscompletetheself-assessmentinstrumentsthatfitwithyourworkshop,thechoiceofwhichdependsonthescopeoftheworkshop.Ifyouintendtocoveralltheskills,distributealltheinstruments;ifyouarecoveringtheskillsofonlyonecompetency,forexample,self-confidence,distributeonlytheonethatrelatestothatworkshoptopic.Havethestudentsbringthecompletedinstrumentstoclass,whereyoudiscusstheresultsasearlyinthesessionaspossible.Preclassassignmentssaveagreatdealoftimeandpreventtheclassfrombecomingboggeddowninpencilandpaperexercises.
Youcanattachthescoringandinterpretativematerialstotheassessments,oryoucanwithholdtheinterpretationsuntilyoudiscusstheminclass.Theadvantageinthefirstmethodisthatstudentscometoclasspreparedtodiscusstheissuestheassessmentsraiseforthem.Thedisadvantageisthatyouprovidetoomuchinformationtothestudentsaboutskillsonwhichtheywon'tworkuntillateintheworkshop.Theadvantageofthesecondmethodisthatyoucancontrol
theflowofdiscussionsuntilyouarereadytoraisethespecificissuesofanyoneassessment.Thedisadvantageisthatstudentscometoclassfeelingatalossastowheretheyareintheprocessofdevelopingself-managementskills.Attachingtheinterpretationsof''AreYouReadyforSelf-Management?"whenyoudistributetheassessmentsaspreclassmaterialscanhelpyouovercomeeitherdisadvantage,sinceithelpspeopleseewheretheystandastotheirownlevelofself-management.
In-ClassActivity
Ifprecourseassignmentsaren'tpossible,youcanadministertheassessmentsinclass.Althoughtheytakeuptimewithpencilandpaperactivities(therebyslowingdownandinterruptingtheflowofinteraction),theassessmentsaren'tlong,andIrecommenddistributingonlyoneassessmentatatime.
Ifyou'recoveringmorethanonecompetencyintheworkshop,youcandistributetheself-assessmentforeachcompetencyattheappropriatetimeintheworkshop
1OriginallypublishedinDonaldH.Weiss,SecretsoftheWildGoose:TheSelf-ManagementWayforIncreasingYourPersonalPowerandInspiringProductiveTeamwork(NewYork:AMACOM,1998).
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anddiscusstheresultsimmediately.Ifyouaredealingwithonlyonecompetency,distributeonlythatself-assessmentatthebeginningofthesessionanddiscusstheresultsimmediately.
Youshouldcompletetheinstrumentsyourselfbeforeusingthem.Thatputsyouonanequalfootingwiththestudents,andyouwillbetterunderstandtheirreactionstocertainitemsandtheresultsofcomparingtheirresultstotheinterpretations.
InstructingParticipants
Itisveryimportanttoexplainthreecaveatswhenaskingstudentstocompletetheself-assessments.
1.Theseinstrumentsweredesignedforthesolepurposeofindicatingtotheparticipantscompletingtheself-assessmentswhatself-managementskillstheyalreadyhaveorwhichskillstheymaywanttoimprove.
2.Noonebutthepersoncompletingtheinstrumentwilleverseetheresults,unlesshepersonallydecidestodisclosethem.Heshouldthereforebehonestwithhimselfandcomfortablewithhisanswers,eveniftheydon'tmatchtheinterpretationsthatfolloweachself-assessment.
3.Peopleoftenfeelconflictedabouttheirlives,themselves,andtheirgoals.Indeed,aperson'sself-managementskillscanbeinfluencedbytransitorysituations.Illnessorapersonalorprofessionalsetbackcandisturbaperson'sequilibriumandaffectherresponses.Whendiscussingtheresultswiththeclass,pointoutthattheirscoresaren'twritteninconcrete,thattheirscoresmightbedifferentunderdifferentcircumstancesandthatlowscoreswillprobablyberaisedbythetraining.Theyshouldlookattheiranswerstoindividualitemsinanyandalloftheassessmentstorecognizetheirstrengthsaswellastheareasinneedofimprovement.Ifcompletingmorethanone
assessment,theyshouldalsolookatthetotalpackageofanswerstogetamorecompleteimageofthemselves.
ScoringtheSelf-ManagementPerson
Whenyouassignalltheassessments(ordistributethemallinclass),youcanusetheAssessmentScoringGuideonpage54,asawaytopulltogetheralltheinsightsthestudentshavegainedfromtheirindividualassessments.
InterpretingAssessments
Ifapersonrespondspositivelytomostoftheassessmentitems,herself-managementskillsarerelativelysecure.Ifsherespondsnegativelyorwithseriousdoubttomostoftheitems,sheshouldconsidermethodsincludedinthisbooktoimprovethoseskills.Onlyifpeoplekidthemselveswilltheyscoreperfectlyontheinstruments.
Perfectorhighscoresaren'tfreepassesoutofclass.Self-perceptionsarebaselinedata;thescoresonlytellpeoplehowtheyseethemselves;otherpeoplemayseethemdifferently,andtheyneedtoknowandcomparethetwodifferentperceptions.Peoplewithhighscoresneedtopracticetheskillsassessedbytheinstrumentsinorder
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toconsciouslyseethemselvesinasocialsetting.Theymaythenseethattheydon'thavetheskillstheythinktheydo.
Peoplewithabysmalscoresdon'tgetafreepassoutoftheclass,either,especiallyiftheyscorelowonself-confidenceorself-respect/self-esteem.Theyneedtheclassforseveralreasons.First,theyhavetheopportunitytoseethemselvesinadifferentlightaswellastheopportunitytolearnnewskills.Redoingtheassessmentsonwhichtheyscoredlowrevealsanewanddifferentsetofperceptions.Second,theyhaveanopportunitytowatchotherpeople,whoseskillsarebetterthantheirsandtousethosepeopleasrolemodels.Third,theyaregivenopportunitiestodevelopfollow-upplansforworkingonthoseskills.Inshort,whetherscoresarehighorlow,anyoneregisteredforthecourseshouldstayinit.
One-to-OneDiscussions
Designyourworkshoptoallowtimeforone-to-onediscussionswithpeoplewhoscorelowonanyoftheassessments.Inthisdiscussion,youshould:
1.Reviewthescores.
2.Lookatspecificitemswithnegativeorlow-scoreresponses.
3.Discussfactorsthepersonthinkscouldhavecontributedtothelowscores.
4.Discusspersonalgoalsfortheworkshop.
5.Discusspersonalgoalsforfollowingupontheworkshop(backhomeplanning).
Don'ttrytoplaypsychologist(unlessyouareaprofessionaltherapist).It'sbetterforthestudentthatyouasktherightquestionsandlistenwell.Asking"Whatdoyouthinkisresponsibleforthisscore?"
producesamuchmoreeffectiveandpersonallyusefulanswerthansaying"Youscoredthislowbecauseyou'reexperiencingdifficultiesonthejob."Infact,mostprofessionaltherapistswouldaskthequestionratherthanoffertheanswer.
HandlingDisagreementwithScoreInterpretations
Whenfacilitatorsarguewithstudents,theyloseeveniftheywintheargument.Probingoffersthebestapproachtodisagreement.
Withwhatdoyoudisagree?
Whatleadsyoutothinkthebook'sinterpretationiswrongorofftarget?
Howdoyouinterpretthescores?
Inyouropinion,howisyourinterpretationmoreeffectivethanthebook's?
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Onceyougettheanswersyouneed,withoutagreeingwiththestudent'sopinion,comment,"That'saninterestingwayoflookingatit."Thenredirect.Forexample,ask"Whatdotherestofyouthinkofthebook'sinterpretationandwhat[thestudent]said?"Youcanthensummarizetheresultsofthediscussionwithremarkssuchas"Theseareallinterestinginterpretations.Whicheverviewpointyouadopt,makesurethatitleadsyoutomakingimprovementsinyourself-managementskills."
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InterpretationGuideforSelf-Assessment:AreYouReadyforSelf-Management?
Thisinstrumentidentifiesthebehaviorsorcharacteristicsweexpecttofindinself-managedpeople.Thehigheryourscore,thegreaterlikelihoodthatyouarepreparedtoassumeresponsibilitiesofself-management.Intheworkshop,youcanusethisinformationasabaselineforevaluatingyourself-perceptionsinrelationtothefeedbackyougetfromotherpeople.Thatevaluationwilldooneoftwothings:(1)reinforceyourperceptionsofyourself-managementreadiness,or(2)pointoutareasinwhichotherpeopleseeyoudifferentlythanyouseeyourself.Eitherway,theworkshopwillgiveyouopportunitiestopracticetheskillsyouhaveaswellasimproveontheskillsyouneed.
25 IfyourespondedYestoall25items,you'reeithersuperself-managedoryouweren'thonestwithyourself.Ifyourself-perceptionsareindeedaccurate,youcanpracticeself-managedskillsandmodelthemforthepeopleinyourtraininggroup.Ontheotherhand,feedbackfromotherpeoplecouldhelpyouseeareasinwhichyouneedimprovementthatyoudidn'trecognizeexist.
2024You'rereadytotakeontheresponsibilitiesofself-management,butintheworkshop,workonthoseitemstowhichyourespondedNo.usethisinformationforsettingobjectivestoimproveonyourlevelofself-management.
1519Youhavesomeworktodobeforeyou'recompletelyreadyforself-management.Usethisinformationforsettingobjectivestoimproveonyourlevelofself-management.
1114Youneedconsiderablehelp(trainingorcoaching)beforeyoucanbecomeself-managed.Itwouldprobablyserveyouwell
tohaveaone-to-onediscussionwithyourfacilitatororothercounselortotalkaboutobjectivestoimproveonyourlevelofself-management.Then,duringtheexercisesintheworkshop,focusonactivitiesthatwillhelpyoumeetthoseobjectives.
010 Allisnotlostorhopeless,butwerecommendyoudon'tjoinorletyourselfbeplacedonaself-managedteam.Youneedalotofhelpbeforetakingontheresponsibilitiesrequired.Theworkshopwillhelp,andyoushouldmakeanappointmentforadiscussionofyourresultswiththefacilitatororsomeothercounselor.
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InterpretationGuideforSelf-Assessment:Wholeness
10Tenpointssuggestsagoodstarttowardself-management:abroadoutlookonlife.Oryou'rekiddingyourself.Onlyyoucanknowwhichisthecase.Intheworkshop,listencarefullytofeedback.Otherpeoplemayseeyoudifferentlythanyouseeyourself.
69Thisscoreindicatesthatyouhaveatendencytocompartmentalizeyourlifeanddealwitheventsineachcompartmentseparately.Thisbifurcationcanleadtodifficultiesineitheroneortheotheraspectofyourlife.ThisbecomesveryimportantifyouansweredYestoitems2and3.Keepingdifferentaspectsofyourlifeseparateoftencanbeusefulformanagingstress,aslongasyoudon'tcarrycompartmentalizingtoextremes.
Thewholepersongoestowork,andthewholepersongoeshome.Youhaveaworklife,withalltheintellectualandemotionalissuesitinvolves.Youhavealifeoutsideofwork,withalltheintellectualandemotionalissuesitinvolves.Youcan'tleaveoneatthedoorstepoftheotherwithoutcreatingseriouscrises.
Anyvirtuecarriedtoextremescanbecomeavice.It'sdifficulttolockoutofyourworklifethatyourchildisseriouslyill.Likewise,it'sdifficulttoblockoutofyourhomelifethatthefutureofyourcareerdependsoncompletingaprojectbyaspecificdeadline.Wholenessdependsonyourabilitytoharmonizethedemandsmadeofyou.
05Youprobablyhavenoticedlongbeforethisthatyou'renotsatisfiedorentirelyhappywithyourlifeasitisandwantto
changewhat'shappeninginit.Youwoulddowelltodiscussyoursituationwiththefacilitatororothercounselortofindwaystopullthedifferentaspectsofyourlifetogether.
QuestionMarks
Questionmarkssuggestthatyouneedtolookatwhatyou'redoingwithyourlifeandhowyou'redoingittoeliminatethefuzzinessyoufeel.Theyindicatethatyoudon'tfeelconfidentthatwhatyoudoinoneaspectofyourlifefitswithotheraspects.Takeforexamplenumber4("MyworkreflectsthevaluesIholdtobeimportantinmylife").Questioninghowyourworkvaluesgibewithyourvaluesoutsideofworkcanleadtoliving,literally,adoublelife.Goingtochurch,synagogue,ormosqueontheSabbath,professingthevaluesofhonestyandvirtue,andthengoingtoworkonMondayandcheatingyourcustomersisonlyoneillustrationofhowpeoplestressthemselvesbyfuzzinessinwhat'sgoodorright.Togetcontroloverthatstruggle,youhavetodecidetocomedownononesideofthesituationortheotherandnottrytostraddlethefence.
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Instructor'sNotes:TheImportanceofWholeness
Afteryoudiscusstheinterpretationsoftheanswerswiththestudents,youcanusethismaterialforashortlectureorsummationofthediscussion.
Wholeness,representedintheillustration,"PortraitofaSelf-ManagedPerson"(seepage10),providesbackgroundandsupportformanagingourselvesforintegratingexperiences,thoughts,feelings,emotions,values,andactionsthatgointomakinguswhoweare.Atthesametime,themorecompetentwebecomeatintegration,thegreaterextenttowhichwepracticetheskillsofself-management,themoresecureourwholenessbecomes.
Wholenessalsomeanspullingtogethertwoverydifferentapproachestolifeingeneralandtoproblemsolvingorplanninginparticular.Linearthinking,thestep-by-stepandanalyticmethodsweusefororganizinglifeandwork(called"leftbrain"becausethat'swhereanalyticthoughtgoeson)takesplaceonlywithinaholistic,nonlinearcontextofthevisionforourwholelifeandmanagesthedetailswithinthatcontext.Thecontextofourlife'svisionisfilledwithemotionalvalues,creativity,flashesofinsight,andsubjectivedecisions(eventsthatgooninthe"rightbrain").Well-formulatedplansforourlivesorourbusinessesprovidethedetailsthatmakevisioncometolife.Theobjectiveofdevelopingtheskillsassociatedwiththewholenesscompetencyistointegrateboththelinear,analyticsideofourlivesandthenonlinear,subjectiveside.
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InterpretationGuideforSelf-Assessment:Self-Confidence
15 IfyouansweredYestoeachandeveryitem,youhaveahighdegreeofself-confidence,whichsuggeststhatyouhaveavisionforyourlife,withlong-termgoalsandobjectivesthatbringyouasenseofsecurityandself-confidence.Avisionforyourlifeprovidesyouwitharecipeforbelievinginyourself.Yourhighscorecouldalsomeanthatyou'rekiddingyourselfandneedfeedbackfromyourclassmatesintheworkshoptohelpyouseeyourselfthroughtheireyes.
1114Someself-confidenceisbetterthannoneundersomecircumstances.Youneed,however,toworkonthoseitemsaboutwhichyouareunsureorhavesaid,''No,Iamnotthis."Intheworkshop,setobjectivesforbecomingmoreself-confidentandidentifystepsforgettingthere.
510 Youneedtoworkatliftingyourself-confidence.Alackofself-confidenceintheworkplaceorinyourlifeingeneralwillleadtostagnationanddepression.Setanappointmentwiththefacilitatororothercounselortodiscusswhatyoucandotoraiseyourself-confidence.
04 Youneedagreatdealofhelp,someofwhichyoucangetfromtheworkshop.However,youshouldhaveaone-to-onediscussionwiththefacilitatororothercounselortofocusyourthinkingonwaystoimproveyourself-confidence.
Items9,10,11,13,and15tieyourself-perceptionstoyourrelationshipswithothers.AnsweringNotoanycombinationoftheseitemscouldmeanyoucarryagoodthingtoanextreme:Youhavetoomuchself-confidence,andyoumaycomeacrossasbeingwhatpeoplerefertoas"toofullofyourself."It'simportanttocheck
yourperceptionswithreactionsofotherpeopletoyou.
AnsweringYestoitems4through8reflectsonbothyourself-confidenceandyourpotentialforleadership.Whenyouexerciseself-managementskills,youfeelconfidentinwhatyouthinkordo,andyoubelievethatwhatyoudoaddsvaluetootherpeople'slivesaswellasyourown.Ontheotherhand,ifyouansweredNotoitems4through8,thinkabouttheminconjunctionwithyourexperiencewithotherpeople.Hastheirfeedbackagreedwithyourownopinions?
IfyouansweredNoorplacedaquestionmarktoanaggregateoffouritems,thisreflectsareasonableamountofself-doubt.AnsweringNooraquestionmarktoanaggregateoffivetoeightitemssuggestsashakiness,andansweringNooraquestionmarktoanaggregateofeightormoreitemsreflectsalargeamountofself-doubtthatcallsforcloserexamination.
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Instructor'sNotes:TheImportanceofSelf-Confidence
Afteryoudiscusstheinterpretationsoftheanswerswiththestudents,youcanusethismaterialforashortlectureorsummationofthediscussion.
Successfulpeoplebelieveinthemselvesandintheirabilities.BrianTracey,amotivationspeaker,hasamantra:"Somethingwonderfulisgoingtohappentometoday."Theself-managementmantrais,"I'mgoingtomakesomethingwonderfulhappentoday."
Manycompetentpeoplefailorgetstuckinpersonalandprofessionalrutsbecausetheylackself-confidence,whichshowsupinbehaviorsthatpushpeopleaway.Askparticipantsifotherpeoplelooktothemforleadership?Dotheyseekouttheiradvice?Iftheyconsiderthemselvestobeknowledgeableandcompetent,yetnotaleaderorastand-outpersonintheirgroup,theirinabilitytoinfluenceotherpeopleortogaintheirrespectmaybearesultoflackofself-confidence.Otherpeoplemayseethatinthewaytheyconductthemselvesintheircompany.Somepeoplewholackself-confidencemayretreatandhidefromleadershiproles;otherpeoplecompensatefortheirlackofself-confidencebycomingontoostrongasfullofthemselves.
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InterpretationGuideforSelf-Assessment:Self-Awareness
10IfyouansweredYestoeachitemeitheryou'reanextraordinaryperson,oryoumightbekiddingyourself.Feedbackduringtheworkshopmayhelpyourecognizeareasinwhichyouareashumanaseveryoneelse,especiallywithregardtoitems2through5.
59Youarereasonablyself-awareandwillingtoidentifyareasinwhichyouneedimprovement.Activitiesandfeedbackintheworkshopwillhelpyouincreaseyourself-awareness.
04Unlessyouaretrulynotawareofwhoandwhatyouare,thisscoreadmitsoftoomuchmodesty.However,youmightaskthefacilitatororothercounselortodiscussyourresultswithyouandsetsomegoalsforincreasingyourself-awareness.
IfyouansweredYestoitems1and3butNoor?toitems2,4,and5,youareawareofyourself,butyoumaynothavetheself-confidencetoadmittootherpeoplethatyouhavelimitationsorfeelingsandemotions-andwhattheyare.Yourhesitationorinabilitytoself-discloseaffectsyourhonestrelationshipswithotherpeople.Skillfulself-managementincludestheabilitytoexpressyourlimitations,feelings,oremotionsandtodisclosethemtootherswithoutalossofself-confidence.
Otheraspectsofself-awarenessleadyoutosearchforandenjoynewideas,skills,anddirectionsinlife.Yesanswerstoitems6through10indicatethatyouareawarethatwhateveryourplaceorstationinlife,thatdoesn'tsignalanendpoint.It'sastageofdevelopment.Likewise,itshowsawillingnesstomoveforwardinyourwork.ANoor?tooneormoreoftheseitemsmaysuggestanunwillingness(forwhateverreason)toriskchange.Onlyby
practicingself-awarenesscanyoumoveforwardtowardachievingnewordifferentgoals.
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Instructor'sNotes:TheImportanceofSelf-Awareness
Afteryoudiscusstheinterpretationsoftheanswerswiththestudents,youcanusethismaterialforashortlectureorsummationofthediscussion.
Self-awarenesscomesfromongoing,honestself-assessment;itpreventsusfrombeingsmugandself-satisfied.Self-awarenessinvolvestheabilitytolookintoourselves,tobecomeself-critical,thoughtfullyintrospective.Introspectionleadstoidentifyingwhatwelikeaboutourlives,butmoreimportantlyithelpsustobecomeunsatisfiedwithpresentcircumstancesandlimitations.Nomatterhowwellourlivesaregoing,theyprobablycanbebetter.
Atthesametime,wecancarrythevirtueofself-consciousnesstoextremes,untilitbecomesaliability.Ifweoverdointrospection,ifwedwellonourlimitations,wecanundermineourself-confidenceandourabilitytosucceedinwhatwedo.Likewise,aconstantoutpouringofmeaculpacanbecomingcloyingandinappropriate.Frequentlyputtingourselvesdownorfrequentlycriticizingourownactions(orourlackofknowledgeorlackofskill),willcauseotherpeopletosoonagreewithus.
Knowtowhomitissafetodiscloselimitations.Therealityisthatsomepeoplemayuseourowndisclosurestohurtus.It'sacompetitiveworld,andsomepeoplewilldoanythingtogetaleguponothersanywaytheycan.Toidentifywhenitissafeorunsafetodiscloselimitationsorweaknessesrequiresthatweknowourenvironmentwell,thatwerecognizewhohassomethingtogainfromourweaknesses,suchaspeoplecompetingforthesamepromotionorpeoplewhohavetheauthoritytodownsizetheorganization.Nogeneralrulecoversallpossibilities,butthebetterweknowthepeople
aroundus,themorelikelywearetoprotectourowninterestsbykeepingappropriatelyquietaboutself-doubtsandunsureness.
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InterpretationGuideforSelf-Assessment:Drive
10YouhaveenoughdriveforeveryoneifyouansweredYestoalltheitems.Ontheotherhand,ifthisisanaccurateassessment,youmayoverwhelmotherpeoplewithyourenergy.Feedbackfromotherpeopleintheworkshopcanhelpyouseeifthat'sthecase.
69DependingontheitemsyoumarkedwithaNoor?,youhavelittleconcernaboutyourowndrive.However,youmaybeexperiencingsomefrustrationastohowmuchyoucangetdoneoraccomplishedinashortperiodoftime.Setobjectivesduringtheworkshopforincreasingyourdrive.
05Lethargy,procrastination,andexhaustionmarkthefeelingsofpeoplewithoutdrive.Theydon'tgetmuchdoneinthecourseoftheday,andsometimes,theydon'tcare.Youneedtolookatyourselfinthislight:WhatdoIcareaboutandhowmuchdoIwantit?Withoutdrive,youwon'tachieveyourgoals.Youmightaskthefacilitatororothercounselortodiscussyourresultswithyouandsetsomegoalsforincreasingyourdrive.
ANoor?answertoeitheritem1or10(concerningenergy,stamina,andvitality)coupledwithYesanswerstotheotheritemsindicatethatwhatyoudomaynotfulfillyourdesires.Youneedenergyandstaminatodowhatyouneedtodoandwanttodo;alackofenergy,stamina,andvitalityunderminesaperson'sdriveandcreatesfrustrationandanger.Additionally,aNoor?answertoanyoftheitems2through9,coupledwithoneormoreitemstowhichyouansweredYes,suggestthatyourlevelofdriveisnotashighasitshouldbeifyouwanttobestrong.
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Instructor'sNotes:TheImportanceofDrive
Afteryoudiscusstheinterpretationsoftheanswerswiththestudents,youcanusethismaterialforashortlectureorsummationofthediscussion.
Driveisthepassiontogettowherewewanttogo(nottowherelifemighttakeus)andtofocusonachievingourgoals(tobemotivated).Driverequirestheenergyandstamina,the"sticktoitiveness"forstayingthecoursewhenwebelieveit'srightontarget,tomeetthechallengesofeverydayliving,aswellastoachievethegoalssetinthevisionforourlives.Thedesireandcommitmenttoachieveourownandourorganization'sgoalsareembodiedinthatslogan,"I'mgoingtomakesomethingwonderfulhappentoday."
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InterpretationGuideforSelf-Assessment:Self-Respect/Self-Esteem
10Ascoreoftenindicatesthatyouhaveaveryhighlevelofself-esteem,butaswithanyvirtue,youmustbecarefulnottoallowittoturnintoavice.Intheworkshop,getfeedbackfromotherpeopleastohowyoucomeacrosstothem.Youcouldappeartobeveryself-centered.
69Thesescoresprettymuchreflectanormallevelofself-esteem.Youneedtocheckwithothersintheworkshoptoseehowyouappeartothem.
05Thelackofself-esteemindicatedbythesescoresisofsomeconcern.Youmightaskthefacilitatororothercounselortodiscussyourresultswithyouandsetsomegoalsforincreasingyourself-respect/self-esteem.
AnsweringNoor?toanyofitems1,8,9,and10makesayestoanyotherstatementsuspect.Unlessyoufeelasvaluableasanyoneelseortakeprideinwhatyouachieve(1,9,and10),youmayfinditdifficulttosustainasenseofself-esteem.Ifyoudon'tallowyourselfroomtomakemistakes(8),youcouldbeatuponyourselfformakingthemratherthanlearningfromthem.
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Instructor'sNotes:TheImportanceofSelf-Respect/Self-Esteem
Afteryoudiscusstheinterpretationsoftheanswerswiththestudents,youcanusethismaterialforashortlectureorsummationofthediscussion.
Withoutself-respectorself-esteem,wemaygivetheappearanceofself-confidenceandinnersecurity,buttheappearanceisafacade.Ourself-confidenceandourself-respect/self-esteemarecomplementary;onesupportstheother.Themoreself-confidentwebecomeaboutourcapabilities,knowledge,orskills,themoreself-esteemwedevelop,andviceversa.Thekeytokeepingself-respect/self-esteeminharmonywithotherself-managementskillsiswellsummedupbyauthorAlbertTerhune:''Winwithoutboasting.Losewithoutexcuse."2
Ifwedon'tcareaboutourselves,whowill?Self-respectallowsustocareaboutbothaspectsofwhoweareourmindsandbodiesprovisioningbothofthem:strengtheningratherthandepriving,abusingthem,ordiminishingthem.Takethisself-assessmentincontextwithalltheothers,becausemanyoftheothercompetenciesrevealourlevelofself-respect/self-esteem.
2QuotedinArthurF.Lenehan,ed.,Leadership...withaHumanTouch(Caldwell,N.J.:TheEconomicsPress,1998),2.
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InterpretationGuideforSelf-Assessment:RespectforOthers
20 AYesanswertoalltwentyitemsindicatesmoreawarenessofandrespectforothersthanmostpeopleexhibit.Howaccuratedoyouthinkthisscorereallyis?Listentofeedbackfrompeopleintheworkshop.Youmaynothaveasclearaperceptionofyourselfasyouthink.
1519DependinguponwhatyouansweredNoor?to,youprobablyexhibitasmuchrespectforotherpeopleasanyoneelse.Setobjectivesduringtheworkshoptoworkonthoseitemsyourejectedorconsideredtobefuzzy.
1014Youmaybetreatingpeopleasyouwouldnotliketobetreated,andyoumaynotevenknowit.Seekfeedbackfrompeopleintheworkshopastohowtheyfeelaboutworkingwithyou.Dotheyfeelthatyourespectthem?Ifso,yourscoremaynotreflecttherealyou.Setobjectivesforgettingaclearerpictureofyourselfor,ifnecessary,forworkingtowardgivingmorerespecttoothers.
09 Takethesescoresinthecontextofyourrelationships.Ifyoufindyourselfalonealot,thesescoresmightbequiteaccurate.Youmightaskthefacilitatororothercounselortodiscussyourresultswithyouandsetsomegoalsforincreasingyourself-awareness.
ANoora?answertoanyoneitemdoesn'tmeanthatyoudon'trespectotherpeople.Instead,lookattheaggregateofanswerstothislonglistofitems.IfthemajorityofyouranswersareYes,youprobablygetalongandworkwellwithmostpeople.IfthemajorityofyouranswersareNoorquestionsmarks,youmaywanttoreassessyourrelationshipswithothers.Self-managedpeoplelearn
fromotherpeople,theysupportthem,theycollaboratewiththem,andtheyvaluetheirlives.
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Instructor'sNotes:TheImportanceofRespectforOthers
Afteryoudiscusstheinterpretationsoftheanswerswiththestudents,youcanusethismaterialforashortlectureorsummationofthediscussion.
Respectisthemagicbulletthatmakescooperationpossible.Nomatterhowhighlywescoreontheotherskills,intheworkplacealackofrespectforothersdestroysourcareersaswellasanypossibleteamwork.Likewise,alackofrespectforotherpeopleunderminesourownself-confidenceandself-respectbecausepeoplewon'tcarefororaboutus,whichreflectsbacktoourlackofrespectforthem.TwoversionsoftheGoldenRule,takentogether,provideawell-definedpathincreasingourabilitytotreatotherswithrespect.
Dountoothersasyouwouldhaveothersdountoyou.
Donotuntoothersanythingyouwouldnothavethemdountoyou.
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Instructor'sNotes
AfteryoudiscusstheinterpretationoftheScoringGuidefortheSelf-ManagedPersonwiththestudents,youcanusethismaterialforashortlectureorsummationofthediscussion.
Ourstrengthasself-managedpersonsdependsonintegratingalltheskillswe'vejustassessed.Bybuildingonwherewearestrongest,wecanimprovethequalityofourself-management.Byusingourstrengths,wecanalsoincreaseourskillsinareasinwhichweneedimprovement.Butwecannotdespairifweneverachievetheidealoftotalself-management.
Self-managementisamatterofdegree,notoneofperfection.Infact,self-managedpeoplerealizethatthey'llhaveupdaysanddowndays.They'llachievemaximumeffectivenesssometimes,andthey'llbarelyreachtheirminimumexpectationsonotherdays.Infact,theyknowthey'llbecomericherforthefailurestheyexperience.Wequicklyforgetoursuccesses,butwelearnfromourmistakes.
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SECTIONIITHEPYRAMIDOFCONTROLThepyramidofcontrol,ametaphor,describesanaction(seetheaccompanyingoverheadillustration).Thebase(actions)supportsthewholestructure,andthestructuregivesthebaseitspurposeanddirection(visionandactionplanning).Thepyramidrepresentsthepowerofself-managementtoachievethegoalsofyourpersonalvisionsforyourlivesandyourwork.
Thepowerofthepyramidisattheapexwheregoalsdirect(inasense,"pull")howyouliveyourlife(objectivesandactivities).Theprocessofgettingcontrolfollowsthispattern:
PeakofthePyramid
Thevisionforyourlife.Thisisthe"top"towhichyouaspire.Workingwithvalues,hopes,anddesires,youdothefollowingatthislevelofthepyramid:
Createthevision.
Organizeyourlifeintointeractive,sometimesinterdependent,dimensionsthatwillsatisfythedemandsofyourvisionforyourlife.
Prioritizethedimensions.
Setgoalsthatsatisfythedemandsofthedimensions.
Prioritizethegoals.
MidsectionofthePyramid
Actionplanning.Hereyoudescribetheintermediatestepstowardreachingthetop.You:
Identifyobjectives/milestonesforhowtoachievegoals.
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Prioritizetheobjectives.
Designactionplanstoachievethoseobjectives(whattodotoachieveobjectives).
BaseofPyramid
Action.Thebaseisthearenawhereyourlifetakesplaceandconsistsof:
Doingwhatisnecessaryforachievingobjectives
Livingyourdailylifeinaccordancewithyourvisionforyourlife
Evaluatingyourprogresstowardgoalsandtakingcorrectiveactionwherenecessary
Self-ManagementCompetenciesandtheEightStepstotheTop
Chapter2providesself-assessmentinstrumentsthatbytheircontentidentifytheskillsassociatedwithself-management.Identificationisonlyabeginning.Applicationbringstheskillstolife,anditgivesapersonmorecontroloverhispersonallife,theworkhedoes,andthemanagementofanorganization.Theeightstepstothetop,anothermetaphor,consistsofapplyingtheskillsineightactivitiesthatmakeincreasingself-managementpossible.
Step1:Sortoutyourvalues.
Step2:Organizeyourvaluesintolifedimensions.
Step3:Writeavisionstatement.
Step4:Prioritizeyourlifedimensions.
Step5:Goalsetting.
Step6:Prioritizegoalsandperformanceranges.
Step7:Writeanactionplan(objectivesandactivities).
Step8:Evaluateprogressandtakecorrectiveaction.
Thechaptersofthissectionareessentiallya"script"thatlaysouttheeightbasicstepsyoucanusetogetmorecontroloveryourlife.Developthismaterialtosuityourtrainingsituation.Youcanusethesubheadingsasthecontentsofhandouts,and/oroverheads,35mm,orcomputerizedslides.Usetheexampleshereorcreateyourown.Whateveryoudo,besuretoprovidethestudentswithillustrationsofwhattodoorwhattosayorwrite.
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3SortOutYourValues(Step1)Avisionforlifeisconstructedfromthevaluesthatareimportanttous.That'swhywebeginwithexercisesthathelpidentifythosevalues.Self-managementbeginsbydecidingwhichactivitiesandreturnsorpayoffsgiveourlivesvalue.Forexample,"beingloved"isapersonalvalue,whereas"havingmanagerialauthority"isabusinessvalue,and"havingasuccessfulcareer"combinesbothpersonalandbusinessvalues.Identifyingthosevaluescreatesalifevisionthateachindividualsetsforhimselforherselfthatnotonlyconsistsofthevaluesheorsheholdsmostdearbutthatalsodescribesthewholepersonheorshewantstobe.Thevisionthenformsthebroadoutlineandthemotivationforbecomingthatperson.
Thelong,three-partactivityWhereAmIonMyJourney?isdesignedtohelpparticipantsevaluatehowwelltheircurrentsituationalignswiththevaluestheyfindmostimportantandwhattodotochangedirectiontoreachtheirgoals.Part1consistsofatoolforidentifyingandrankingtwenty-fivespecificlifevalues,theself-assessmentcalled"WhatDrivesYou?"concerningworkandpersonalgoals.Part2consistsoftheself-assessmentcalled,"WhatAmIDoingtoAchieveMyGoals?"and"WhatCanIDotoChangeWhatI'mDoing?"istheplanningguidethatmakesupPart3.1
1AdaptedfromSecretsoftheWildGoose:TheSelf-ManagementWayforIncreasingYourPersonalPowerandInspiringProductiveTeamwork(NewYork:AMACOM,1998);ManagingStress(NewYork:AMACOM1987);SuccessfulDelegation(Watertown,Mass.:AmericanManagementAssociation,1978,1987),allbyDonaldH.Weiss.
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Exercise3.1WhereAmIonMyJourney?
Instructor'sNotes
Youcanuseclasstimetohaveparticipantscompletethisactivity,ifyouhavethatmuchtimeavailable.However,independencesuggestsyouusethisexerciseasoneofthreepossibleactivities:
Aprecourseassignmenttobebroughtintoclassfordiscussion
AnEveningLearningOpportunity(ELO),whichiswhatmyfriendandassociateSidNachmancallsanafter-classassignmentbetweendailysessionsofaworkshop
Afollow-uptooltoaseminaraspartofparticipants'planningforthefuture
Inanyofthoseactivitiestheparticipantscantaketheirtimetogiveseriousconsiderationtotheiranswers.Ifyouassignallthreepartsoftheexerciseasafollow-upactivity,goovertheinstructionsforeachpartoftheassignmentbeforeleavingthetopic.Ifyouaredoingthisexerciseinclass,readtheinstructionsbeforestartingeachpart.
LearningObjectivesandOutcomes
Bycompletingthisexerciseparticipantswillbeableto:
Identifytheirmostimportantpersonalandwork-relatedvalues.
Describewheretheyareinrelationtofulfillingtheirmostimportantvalues.
Createapreliminaryplanforchangingwhattheyaredoinginordertobetterfulfilltheirmostimportantvalues.
Self-ManagementSkillsInvolved
Honesty
Openness
Requirements
Time: Twoormorehours
Materials: Self-Assessment:WhatDrivesYou?WorkandPersonalGoalsSelf-Assessment:WhatAmIDoingtoAchieveMyGoals?Self-Assessment:WhatCanIDotoChangeWhatI'mDoing?
Preparation:Photocopytheself-assessmenthandouts.
RoomSetup:
Ifexerciseisusedinclass,anyindividualseatingarrangementwilldo.
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DiscussionPointsafterCompletingPart1
Whatfollowsarejustbasicquestions;thereareno''bookanswers."Thediscussionmustbespontaneous(i.e.,notprogrammedtoreachspecificanswers)anddirectlytiedtotheparticipants'valuesifitistohelpthemunderstandtheirownpersonalandwork-relatedissues.Youneednotrequireeveryonetoanswereachquestion.Instead,letasmallgroupofvolunteersanswerthem.Follow-upquestionscouldinclude,"Whatmakesthatgoalimportanttoyou?"Youmayalsoredirectwith,forexample,"That'sveryinteresting.Whatdotherestofyouthinkofthatanswer?"
1.Relativetotheentirelist,wheredidyourankyourtopfivepersonalvalues?
2.Relativetotheentirelist,wheredidyourankyourtopfivework-relatedvalues?
3.Whichofyourpersonalvaluesdoyoufindamongyourwork-relatedvaluesaswell?
4.Howdoyourwork-relatedvaluesandyourpersonalvaluesmesh?Dotheyconflictwitheachother?
DiscussionPointsafterCompletingPart2
Youcouldturnthisintoasmallgroupdiscussion,especiallyifparticipantsseemreluctanttotalkabouttheirevaluationsinalargegroup.
Formsmallgroupsofuptofourpeople.
Givethegroupsuptotwentyminutestocompletethediscussion.
Havethegroupselectatimekeepertoalloweachpersonuptofiveminutestoexplainhisorheranswerstothesequestions:
1.Whatareyoudoingmosteffectivelywithrespecttothetopfivepersonalvalues?
2.Whatareyoudoingleasteffectively?
3.Whatareyoudoingmosteffectivelytorealizeyourtopfivework-relatedvalues?
4.Whatareyoudoingleasteffectively?
DiscussionPointsafterCompletingPart3
1.Whatdidyoudecideyouhavetododifferentlyandwhy?
2.Whatdoyouthinkyoucandoimmediatelytobeginmakingthechangestoyourlifeneededtomaximizeyourvalues?
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Self-Assessment:WhatCanIDotoChangeWhatI'mDoing?
LEARNINGOBJECTIVE
BydoingthispartoftheexerciseyouwillbegindevelopingachangeplanthathelpsyouachievethepayoffsyouidentifiedinPart1.
EXPLANATION
Thefrustrationthatfollowsfromunfulfilledgoalsoftenleadstodepression,alossofself-respect/self-esteemandself-confidence,andstressinducedbyasenseof"failure."Onlydoingsomethingcanchangethesituation,butit'samistaketofollowtheoldadage,"Dosomething,evenifit'swrong."Instead,reviewingtheactionsyoudescribedinPart2ofthisexercisewillhelpyoutakedirectedaction,doingsomethingwithapurposeandwithaplan.
INSTRUCTIONS
Enterthetopfivepersonalandtopfivework-relatedvaluesfromyourlistinPart1ontheworksheet.Determinehowmucheffortyouareputtingintomaximizingthosevaluesbycomparinghowmuchattentionyoupaytothemnowwithhowmuchattentionyouarepayingtoothervalues.Forexample,ifloveisahighpersonalvalueandyou'renotdoinganythingthatallowsyoutolovesomeoneelse,you'reprobablyputtingtimeandeffortintosomethingofalesservaluetoyou.Ifgrowthisahighwork-relatedvalue,andyouspendonlyafractionofthetimeonitthatyouspendpursuingaestheticpleasure,you'reputtingyourselfatadisadvantagewithregardtoyourownvalues.
Consideralsothepossibilitythat,afterdoingthefirsttwopartsofthisexercise,youmaywanttochangeyourperceptionsofwhat
youvaluemostorleast(oranythinginbetween).Youmaywanttoadmittoyourselfthatoneoranotherofthetwenty-fivegoalsarenotasimportanttoyouasyouthought,andthatperhapsoneoranotherofthemismoreimportanttoyouthanyouoriginallybelieved.AreviewofthelistandyourrankingsinPart1wouldthereforebeinorder.
Usetheworksheettolistimmediateactionstepsthatcanhelpyoualignwhatyouaredoingwithyourimportantgoals.
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Exercise3.2TheMillionDollarInheritance
Instructor'sNotes
WhereasExercise3.1isverylongandcouldbedoneonthestudents'owntime,TheMillionDollarInheritanceisanin-classexercisethatisquick,fun,andrevealing.Theobjectiveistoidentifytheparticipants'mostimportantvalues.Thestudentsthenusethesevaluestoproduceavisionfortheirlives.Afterdistributingtheinstructions,readthemaloudandthenconductadiscussionasdescribedinthefollowingtext.
LearningObjectiveandOutcome
Bytheendofthisexerciseparticipantswillhaveidentifiedtheirmostimportantvalues.
Self-ManagementSkillsInvolved
Opennesstothinkinginanewway
Self-disclosure
Requirements
Time: Thirtyminutes
Materials: InstructionsforTheMillionDollarInheritanceExercisehandoutPencilandpaper
Preparation:Photocopythehandout.
RoomSetup:
Whereverthetrainingisdone.Instep2,participantsshouldbearrangedinpairs.Ifyouhaveanoddnumberofstudents,arrangeonegroupinatriad.
DiscussionItemsaftertheExercise
Haveeachpersonintheclasstellyouthefirstitemonhisorherlist,andwritetheitemsonaboardorchartthateveryonecanread.Inanextremelylargegroup,youcanmodifythisstepbyaskingforasamplingoffirstitems,whichyouthenchart.
Explorewhattheresultsseemtoindicatebyaskingwhatthelistsmeantotheparticipantsandhowtheyreflectpeople'shighestvalues.
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LectureNotestoSumUpDiscussion
Thefirstitemmostpeoplelistusuallyreflectstheirhighestvalue.Ifthefirstitemis''Distributethemoneyamongmyfamily,"itputsfamilyatthehighestpoint.Ifthefirstitemis"Paycashfora$500,000.00house,"itputsmaterialgoodshighestonthelist.Ifthefirstitemis"Donatethemoneytocharity,"itputssocialvaluesatthetopofthelist.Byidentifyingthesevalues,theparticipantscannowdevelopavisionfortheirlives.
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4OrganizeYourValuesintoLifeDimensions(Step2)Peopleexperienceagreatdealofconfusionandfrustrationintheirlivesinpartbecauseexperienceisagreatdeallikeapicturepuzzlewithoutacompletedpictureforguidance.Theyhavedifficultysortingoutthepiecesintotheproperpatterns(e.g.,backgroundimagesandforegroundimages).Youcanhelpyourstudentssortoutthepieceswithexercisesdesignedtoprovidesomepatterns(dimensions)forcreatingtheirowntemporarilycompletedpicture.That'stheadvantageofpuzzlingoutalifeoverpuzzlingoutaportrait;alife'snotover'tilit'sover.
Exercise4.1TheImportantDimensionsofMyLife
Instructor'sNotes
Beforecompletingthisexercise,participantsmusthavecompletedthefirstpartofExercise3.1,"WhatDrivesYou?".Ifyouhaven'tadministeredExercise3.1,dosonow.
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LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswill:
Havecategorizedtheirmostimportantpersonalandwork-relatedvaluesintoseveralorallofthesevendimensionsofalife.
Beabletoexplaintherelationshipsbetweenthedimensionsoftheirlivesandhowtheyinteract(ifatall)withoneanother.
Self-ManagementSkillsInvolved
Honesty
Opennesstolookingatone'slifeinanewordifferentway
Requirements
Time: Thirtyminutes
Materials: Resultsof"WhatDrivesYou?"assessmentfromChapter3SampleDimensionsModeloverheadDimensionsModelworksheet
Equipment: Overheadprojectorandscreen
Preparation:CreateanoverheadoftheSampleDimensionsModel.PhotocopytheDimensionsModelworksheet.
RoomSetup:
Anyindividualseatingarrangementwillwork.
LectureNotes
Althoughyoumaythinkofyourlifeasacontinuouslineofevents
takingyoufrombirthtodeath,lifeitselfdoesn'ttakeastraightorlinearpathleadingdirectlyfromonepointtoanotherthatyoucanplotonalinegraph.Rather,alifelookslikeakaleidoscopeinwhichcurrentsofcolorsswirltogethertoformawholeexperience.Youcanuseyourpoweroflinearthinkingtofreezetheswirlintocategoriesordimensionsthatyoucanisolatefromoneanother,butonlyforthepurposeofthinkingaboutthem.Intruth,theycan'treallybeuntangled.
Someeventcurrentsflowparalleltooneanother(e.g.,avolunteeractivityandyourjob).
Someeventcurrentsinteract(workandfamilyrelationships).
Someeventcurrentsaredependentonsomethingelse(e.g.,yourabilitytopossessthematerialthingsyouwantmaydependontheincomeyouearn).
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Ontheirown,yourvaluesorgoalsseemtohavenodiscerniblepatternorconnectiontooneanother.Youhavecareer-orientedvaluesorgoals,suchasearningalargeincomeorenteringintomanagement.Youhavefamily-orientedvaluesorgoals,suchashavingalargenumberofchildrenandbeingagoodparent.Youalsohavevaluesorgoalsthatarestrictlypersonalandinvolvenooneelse,suchasbeingamoralperson,beingspiritual,andbeinghealthy.Thepyramidofcontrolhelpsyouorganizeyourvaluesorgoalsintointeractive,sometimesinterdependent,pathsforfulfillingthem.Eachpathordimensionisanaspectofanyone'slife,mostcommonlyreferredtoasthesevenlistedalphabeticallybelow.1
1.Career(theworkyouwanttodoandwhereyouwanttodoit)
2.Community(yourrolesandthedegreeofinfluenceyouwant)
3.Family(whichreferstobothyourfamilyororiginandyouracquiredfamilyorfamilies)
4.Financial(incomefromallpossiblesourcesandhowyouspendyourincome)
5.Materialgoods(thingsyouwantforyourselfand/oryourfamily)
6.Personalvalues(morality,spirituality,health,etc.)
7.Socialrelations(friends,acquaintances,neighbors,etc.)
Youcanandshouldaddcategoriestothelist.Oftenpeopleaddspecificjob-relatedaspectsoftheirlives,suchasthedepartmenttheymanage.Sometimes,however,youwillfindthatwhatyouaddisactuallyasubsetofoneofthecategoriesalreadylisted,whichyoucanbreakoutasaseparatedimensionifyouwishtoconcentrateonitoremphasizeit.Examples:A"spiritual"dimensionisasubsetofpersonalvaluesthatyoucanbreakoutifyoufeelit'sanextremelyimportantpartofyourlife.Youcandividecareerintocurrentjob,
careeraspirations,andotheraspectsofyourworklife.Youcanseparatefinancesintowagesorsalary,incomefrominvestments,andexpensesofvariouskinds.Youcanalsoisolatematerialgoodsintohome,vehicles,andsoon.Itisimportantthatyourecognizetheconnectionsamongthedifferentdimensionsofyourliferegardlessofhowyouseparatethemforthepurposeofplanning.
Onewaytodothatistocategorizeyourmostimportantpersonalandwork-relatedvaluesorgoalsintoseveralorallofthesevendimensionsofalife.Thisnextexercisewillhelpyoudothat.
[Facilitator:PutuptheSampleDimensionsModeloverheadanddistributetheDimensionsModelworksheetnow.]
1FromSecretsoftheWildGoose:TheSelf-ManagementWayforIncreasingYourPersonalPowerandInspiringProductiveTeamwork(NewYork:AMACOM,1998)andGetOrganized:HowtoControlYourLifeThroughSelf-Management(NewYork:AMACOM,1986),bothbyDonaldH.Weiss.
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InstructionstoParticipants
UsingtheDimensionsModelworksheet,categorizethevaluesinyour"WhatDrivesYou?"assessmentintothesevendimensionsofyourlife.Concentrateonthetopfivepersonalandtopfivework-relatedvalues,butdividetheothersaswell(iftimeallows).
TheSampleDimensionsModeloverheadgivesyouanideaofhowtocompletetheDimensionsModel.Undereachdimension,Ihaveincludedtheexampleinthehandoutandothervaluesorgoalstakenfrommyownanalysisofwhatdrivesmeandthatareveryimportanttome.Youdothesamenow.
DiscussionQuestions
1.Intowhatcategoriesdidthemostimportantofyourvaluesfall?
Typicalanswers:Career,Family,Financial,Personal.(Notnecessarilyinrankorder.)
2.Howdothosedimensionsrelatetooneanother?Forexample,doanyofthedimensionsdependonyoursuccessinanotherdimension?
Typicalanswers:Myfamilygoalsdependonmypersonalvalues.Materialgoodsdependonfinancial.
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5WriteaVisionStatement(Step3)Inanyself-managementworkshop,theparticipantsmustcompleteavisionstatementforthemselvesthatencompassesallseven(ormore)dimensionsoftheirlives.Theycanuseanynumberoftoolsforwritingavisionstatement.ThesampleVisionStatementillustratesaformalapproachthatdescribesseveraldimensionsasdistinctfromoneanother.Yourstudentscanfollowtheformatinthisexample.Somepeoplecallthisformal,linearmethodofwritingvisionstatementstooconfiningandprefertothinkmoregloballyandtowritestatementsinaformoffreeassociation;forthosepeople,apopularmethodcalledEulogy:WritingaVisionStatementforYourLifegivesthemthefreedomtheyneed(aslongastheycoverallsevendimensions).
Atthesametimewritingaeulogycanhelpanyonebegintheprocessofcreatingalife'svision.Manypeople,oncethey'vewrittentheireulogies,writeformalvisionstatements,asinExercise5.2,TheVisionforMyLife:AFormalStatement.
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Exercise5.1Eulogy:WritingaVisionStatementforYourLife
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswill:
Beabletoexplainhowtheywanttolivetheirlives.
Beabletoexplainhowtheywantpeopletoseethepersontheyareorwillbecome.
Havewrittenanarrativevisionstatementtheycanuseasisorthattheycanusetoproduceamoreformallystructuredstatement.
Self-ManagementSkillsInvolved
Opennesstolookingatone'slifeinanewordifferentway
Self-disclosure
Requirements
Time: Notlessthansixtyminutes(YoucouldmakeExercise5.1anEveningLearningOpportunityanELOwhichisrecommendedonlyifyouendthedayatthispointandschedulewritingtheformalvisionstatementearlythenextmorning.IfyouaremakingthisanELO,telltheparticipantstobringtheireulogiesbackwiththemthenextmorning.)
Materials: InstructionsfortheEulogyExercisehandoutPencilandpaper
Preparation:Photocopythehandouts.
RoomSetup:
Classroomstyle.Instep2,arrangestudentsinpairs.Ifyouhaveanoddnumberofstudents,arrangeonegroupinatriad.
[Facilitator:Distributetheexerciseinstructionsandreadthemaloud.]
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LectureNotesafterExerciseEnds
Youreulogypointsoutwhatdimensionsinyourlifeyouthinkaremostimportanttoyouatthistime.Italsodescribesthewaysinwhichyouwanttofulfillthevaluesyouconsiderimportantineachofthosedimensions.Pinituponawallinfrontofyoutorefertowheneveryoucan.Afterall,it'syoureulogy.Nevertheless,don'tbeafraidtomakechangesinitovertime.What'simportanttoyounowmaynotbeasimportanttoyoufiveyearsfromnow.Remember,inthewordsofYogiBerra,thefamousbaseballcatcherandcoach,''Itain'tover'tilit'sover."
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Exercise5.2TheVisionforMyLife:AFormalStatement
LearningObjectiveandOutcome
Bytheendofthisexerciseparticipantswillhaveastructuredvisionstatementdefiningthedimensionsintheirlivestheymostwanttofulfill.
Self-ManagementSkillsInvolved
Usingstructuredmethodsforcreatingavisionstatement
Opennesstodiscussioninaclassroomenvironment
Requirements
Time: Notlessthanthirtyminutes
Materials: SampleVisionStatementMyVisionStatementworksheet
Preparation: Photocopythesampleandworksheet.
RoomSetup: Classroomstyle
LectureNotes
[Facilitator:DistributetheSampleVisionStatementandtheworksheet.]
InstructionstotheParticipants
UsingtheSampleVisionStatementandyoureulogyasaguide,writeavisionstatementforyourlife.Youcanomitanydimensionyouwantoradddimensionsifyouwish.Useextrapaperifneeded,butbesure
toablethedimensionsinwhichyou'reworking.
DiscussionaftertheExercise
1.Askforvolunteerstoreadtheirvisionstatements.
2.Askallparticipantstodiscusshowthevisionstatementcouldproducegoalconflicts,inwhichgoalscompeteforimmediateaction.Forexample,careerdemandscompetingwithfamilydemands.
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SampleVisionStatement
Career:Iwanttobesuccessfulatmylife'swork,inmycareer,inmyjob.IwanttolearnallIcanabouttheworldinwhichIlive.
CommunityRelations:Bylivingamoral,principledlife,Iwantmylifetosetanexampleandbeinfluentialinmycommunity.
Family:Iwantmylifetobefilledwithlove,meforothersandothersforme.Iwantafamily(spouseandchildren,aswellasparentsandsiblings)toholdandtoholdme.
Financial:Iwanttoearnenoughmoneythroughregularincomeandinvestmentstomakemeandmyfamilycomfortableandsecure.
MaterialGoods:Iwanttohouse,clothe,andprovidethingsformeandmyfamilythatareconsideredimportanttoa"goodlife."
PersonalValues:Iwanttoliveamoral,principled,physicallyfitlifeandbeaninfluentialmodeltomyfamilyandmycoworkers.
SocialRelations:IwantfriendswhoselivesItreasureandwhotreasuremine.
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6PrioritizeYourLifeDimensions(Step4)Sortingourlivesintodimensionsaddsanadvantageforplanningwewouldn'totherwisehave:Ifwelayoutthedimensionsandthegoalswewanttoachieveinthemsidebyside,wecaneasilyrecognizewheregoalsconflictwithoneanother.However,thoseconflictsdon'tdemandthatweeliminateoneoranother;rather,settingprioritiespermitsustoachieveasmanyofthegoalsinthedifferentdimensionsaswecan.
Chapter6containsexercisesdesignedtohelpparticipantsmanagegoalconflictsbysettingimmediatepriorities,lookingdowntheroadfiveyearsfromnow,anddowntheroadtwenty-fiveyearsfromnow.Thesethreeseparaterankingswillallowthestudentstoemphasizeonesetofgoalsatonetimeanddifferentsetsofgoalsatothertimes,thusallowingforconflictsandresolutionswithoutabandoningoneoranother.
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Exercise6.1PrioritizingDimensions
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswill:
Beabletoexplainhowthedimensionsoftheirlivesmaycreategoalconflicts.
Beabletoexplainhowtoharmonizeconflictswhentheyarise.
Havecreatedatableinwhichtheirdimensionsareprioritizedfortheimmediatefuture,forfiveyearsfromnow,andfortwenty-fiveyearsfromnow.
Self-ManagementSkillsInvolved
Opennesstolookingatone'slifeinnewordifferentways
Opennesstotalkingaboutone'svisioninaclassroomsetting
Requirements
Time: Notmorethanthirtyminutes
Materials: InstructionsforPrioritizingDimensionshandoutSampleSettingPrioritiesworksheetSettingPrioritiesworksheet
Equipment: None
Preparation: Photocopythehandout,sample,andworksheet.
RoomSetup: Anyclassroomstyle
LectureNotes
People'sgoalsbumpupagainsteachotherandconflictwhentwoormorelifegoalscompeteforimmediateattention.Whydoesthishappen?Becausepeopletrytobalanceorjuggletoomanydimensionsatonetime.
Sometimesgoaljugglersdothatoutofthemistakenbeliefthateverythingintheirlivesalwayshasequalvalue.Howeverseriouslywetakeallthedimensionsofourlivesandbelievethattheyallrequireattention,wedon'tneedtoassignequalvaluetoeachofthematanyonemomentinourlives.Sometimeswemayfinditimportanttofocusmoreononedimensionthanonothers.Forexample,youngcouples,startinginamarriageorcommittedrelationship,findthemselvesatoddsbecausetheyhaven'tprioritizedthedimensionstheyshouldattendtoforthemselvesindividuallyandthedimensionstheyneedtoconsiderasacouple.
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Ratherthanbalanceorjuggledimensions,harmonizethem.Thatmeans,makethedifferentdimensionsworktogethertobenefityouinthelongrun.Exercise6.1,PrioritizingDimensions,isdesignedtohelpyourankthedimensionsthatyoumentionedintheformalvisionstatementyouwroteinExercise5.2.Youwillrankthemintermsof:(1)theirimportancetoyourightnow;(2)theimportanceyouwouldlikethemtohavefiveyearsfromnow;and(3)theirimportancetoyouasyouwouldlikethemtohavetwenty-fiveyearsfromnow.Thesethreeseparaterankingswillallowyoutoemphasizeonesetofgoalsatonetimeanddifferentsetsofgoalsatothertimes,thusallowingforconflictsandresolutionswithoutabandoningoneoranother.TheSettingPrioritiesSamplewillhelpyouunderstandtheprocess.
Theillustrationisfromayoung,single,recentcollegegraduatewhoislookingatthedimensionsofherlifenow,infiveyears,andintwenty-fiveyears.NoticetheemphasisonCareerandFinancial.Theydefinitelygotogetheratthispointintheperson'slife.Likewise,PersonalValuesstayimportantandharmonizewithallothervaluesthroughouttheperson'slife.Family,Community,andMaterialGoodsdon'tmeanasmuchtoherasdoesSocial,whichisanotherarrangementyoumightexpectfromheratthisstageofherlife.
Lookhowtheprioritieschangeovertime.Infiveyears,FinancialandPersonalValuesarestillofequallyhighimportance.ButnowFamilyhasjoinedthisloftypriority,anddiscussionrevealedthatthepersonwantedtogetmarriedandstartafamilyatthistime.Thosethreenumberonedimensionscanworktogetherverywell.Notice,however,thatCareerhasdroppeddownanotch,probablybecauseFamilyandCareertendtoconflictatthisstage.Atthesametime,thedimensionMaterialGoodshasjumpedseverallevelsofimportance,whichisnotatalluncommonamongyoungcouples.Socialalsodropsatthistime,butlookatthethirdcolumn.
Aftertwenty-fiveyears,thispersondoesn'tthinkthatshewillbeasconcernedaboutCareerasshewasearlier.FamilyandPersonalValuesstilltopthelistofpriorities,butnowCommunityhasclimbedtothenumbertwoslot,alongwithFinancial.MaterialGoodswillnotbeasimportanttothispersonbythenasitwastwentyyearsearlier.
[Facilitator:Distributetheinstructions,sampleworksheet,andworksheet.Readtheexerciseinstructionsaloud.Thenrefertothefollowingnotesforthediscussionandafterwards.]
LectureNotesforafterDiscussion
Twoormoredimensionsmayhavethesameranking,butwhentheydo,theymayconflict.Rankingallyourdimensionsasonesuggestsyoucouldhavemanygoalconflictsthatpullyouindifferentdirections.Toharmonizecompetingdimensions,lookfirstattherelationshipsamongthem.
HowdoesyourCareerdimensioninteractwithyourFamilydimension?If,forexample,yourfamilyrelationshipsaretakingabackseattoyourcurrentcareerdemands,dependingonthecurrentstageofyourcareer,thatwouldbenaturalandunderstandable.Ifyou'rejuststartingout,asinthecaseofayoungcouple,recognizing
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thatyourfamilywillbenefitinthelongtermbywhatyoudonowintheCareerdimensionhelpsyouharmonizethatdisparity.Whenotherpeopleareinvolved,asinthecaseofconflictbetweenCareerandFamily,it'sessentialthatyouinvolvethoseotherpeopleinexaminingtheconflictsandthestepsthatmustbetakentoharmonizethosedimensions.
Somuchforlookingatyourrankingsnow.Beawarethatemphasizingoneaspectofyourlifemorethantheothersoveralongperiodoftimeandinspiteoflifechangescancreateanuntenabledissonanceinyourlife.That'swhyyouwanttolookatthedimension'simportancefiveyearsfromnowaswellasrightnow.Youneedtoaskyourselfifyoushouldbeasdeeplyengagedin,forexample,Careeractivitiesfiveyearsfromnowasyouarenow.Ifyouthinkyoushould,considertheadjustmentsthatyouandthesignificantothersinyourlifehavetomaketoaccommodatethatemphasis.Anotherexample:Whatifyouplantohavetwochildreninthefive-yearperiod?HowshouldyourankthepriorityofCareerattheendofthattime?YoumaywanttodeemphasizeCareerandemphasizeFamily.
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7GoalSetting(Step5)Oncetheparticipantsdividetheirlivesintodimensionsandseetherelationshipsbetweenthem,theycandecideonhowtheyshouldfulfillthevaluesineachofthosedimensions.Exercise7.1isdesignedtohelpthemsetgoalsanddesignactionplansforgettingtowheretheywanttogo.
Beforethestudentscancompletetheexercise,however,youhavetopreparethemwitharatherextensivelecturebecauseveryfewpeoplehavetraininginandexperiencewithwritingwell-formulatedgoalstatements.Althoughpeopletalkaboutdevelopingactionplans,theyrefermainlytooneoftwoactivities:(1)writingalistofgoals,or(2)writingalistofthingstodo.However,anactionplanconsistsofgoals,objectives,andactivitiesallexpressedasstatements(goalstatements,objectivestatements,activitystatements).Acompleteplanalsoidentifiestheresourcesneededforexecutingtheplanandthebarriersthatcanbeforeseenthatcouldpreventapersonfromachievinghisorhergoals.Theexistenceofaplandoesn'tensuresuccess,butitdoeshelp.
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Exercise7.1WritingGoalStatements
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillhave:
Learnedhowtowritewell-formulatedgoalstatements.
Producedwell-formulatedgoalstatementsforthemselvesinwhateverdimension(s)theywanttousetobeginactionplanning.
Self-ManagementSkillsInvolved
Linearthinking
Opennesstodiscussgoalsandobjectivesinaclassroomenvironment
Requirements
Time: Notmorethansixtyminutes
Materials: SampleGoalStatementsWithTargets
SampleGoalStatementsWithMeansandConditions
InstructionsforWritingGoalStatementshandout
Pencilandpaper
Preparation: Copythesamplesandhandout.
RoomSetup:
Anyclassroomstyle
LectureNotes
Agoalisanendpoint,whatyouwanttoaccomplish.Agoalstatement
describestheendpoint,whenyouhopetoaccomplishit,and,ingeneral,howyouwanttogetthere.Whenyougetthere,activitytowardthegoalcomestoanend.Youmoveontoachievinganewordifferentgoal.Tosimplifythelanguage,usethewordsgoalandgoalstatementsinterchangeably.Let'slookfirstathowtodevelopwell-formulatedgoalstatements.
CriteriaofWell-FormulatedGoalStatements
Thevaluesthatconstituteeachdimensionofyourlifearejustwordsuntilyoudosomethingtofulfillthem,thatis,usethemtodirectthegoalsyouwanttoachieve.You
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beginbyaskingyourselfhowyoumightfulfillanimportantvalue;forexample,''HowcanIfulfillthevalueofhavingmanagerialauthority?"Oneanswermightbe,"Earnapromotiontomanagement."Thisansweristhefirststepinwritingawell-formulatedgoalstatement.
Awell-formulatedgoalstatementisspecific,measurable,observable,realistic,andtimebound(thoughinelegant,theacronymisSMORT).
Specific
Goalsmustbespecifictobeuseful."Earnapromotiontomanagementinthreeyearsbysucceedingastheteamleader,attendingmanagementclasses,receivinghighratingsonmyperformancereviews."Notonlyisthatexamplespecific,it'salsosimple.ItobeystheKISSprinciple:KeepitSimpleandStraightforward.Eliminatingambiguityhelpsidentifytheprioritiesyouwanttoachieveandreducesgoalconflicts.
MeasurableorObservable
Asforbeingmeasurableorobservable,somepeoplesaythatinmanagement,ifyoucan'tmeasureit,itneverhappened.Iwon'tgothatfar,butIwillsaythatunlessyoucanobservearesult,youcan'tmeasureit.Ifyoucan'tobserveit,youcan'tknowifyoueverreachedourtarget.However,someobservableeventsarenotmeasurableoratleastnoteasilymeasured.Youcanobservethatapersonisangryorthatsheishappy,butyouwouldhavetohavespecialdevicestomeasurethedegreeofangerorhappiness.Supposingapersonachieveshisgoalorgetsapromotiontomanager.Thepromotionisobservable,andtheraisethatcomeswiththepromotionismeasurable,whereasthepromotionitselfisnot.
Realistic
Anoteaboutrealistic.Theword'sstandarddefinition,inWebster'sCollegiateDictionary(10thEdition),saysthattoberealisticmeanstorefertofactsandtorejecttheimpracticalandthevisionary.Rejectingtheimpracticalmeansthatarealisticgoalisachievable.Ifagoalisrealistic,apersonshouldbecapableofachievingit;contrarily,ifitisn'trealistic,itisn'tachievable.Atthesametime,thestandarddefinitionofachievableistobecapableofsuccessfulcompletion,whichistosaythatanachievablegoalisrealistic.
"Rejectingthevisionary,"however,isanotherstory.Idon'tknowwhyWebster'sdefinitionincludesthatnotion.Goalscanandshouldreflectoneimportantsenseofthewordvisionary:havingorbeingmarkedbyforesightorimagination,invention.
Targets
Foragoalstatementtoreflectarealistictarget,thetargetshould:
Fitwithpreviousexperience.
Fitwithinacceptedboundsofknowledge.
Recognizepersonalphysical,emotional,andpsychologicallimits.
Recognizelimitsplacedonyoubytheworldinwhichyoulive.
Realismisamatterofdegree.Themoreagoalfallsoutsidetheparameterslistedabove,themoreyouriskachievability.Thatdoesn'tmeanyoucanneverachieveagoalthatdoesn'tfitwithpreviousexperienceorfitwithintheacceptedboundsof
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knowledge.Bynomeans.Nodiscovery,nonewhorizons,nonewparadigmswouldeverexistifweusethecriteriathatdefine"realistic"tostraightjacketourmindsandspirit.So-called"stretchgoals"areaminimalrecognitionthatyoumusttrytoexceedtheprobableinordertoachievethepossible.
ThreeElementsofWell-FormulatedGoalStatements
Whenwritingawell-formulatedgoalstatement,youneedthreeelements:(1)atarget,(2)atimeframeinwhichthetargetistobereached,and(3)meansandconditionsthatwillhelpyoureachthetarget.Let'sexaminethegoalstatement:"Earnapromotiontomanagementinthreeyearsbysucceedingastheteamleader,attendingmanagementclasses,receivinghighratingsonmyperformancereviews."
Targets
Toguaranteeexpressingagoalstatement'stargetwithameasurableorobservableevent,useanactiveverbandobjectthattogetherdescribeanendpoint.Expressthetargetasadescriptionorasadescriptionandaquantity."Earnapromotiontomanagement."That'sthedescriptivetargetofthegoalthatstateswhatyouwanttoaccomplish;theresultisobservable.Gettingpromotedistheobservableoutcomethatdetermineswhetherornotyouachievedthegoal.
Sinceagoalisanendpoint,whenyoureachthetarget,allactivitytowarditceases."Earnapromotion,""Earnasalary,""Increaseproductivityby12percent.''Onceyou'repromotedtomanager,orearn$50,000,orincreaseproductivityby12percent,youhavetostartanotheractiveprocessbysettinganothergoal.
Expressatargetbothdescriptivelyandquantifiably.Aquantifiabletargetstatesbothwhatyouwanttoaccomplishandhowmuchvaluethattargethas.Forexample,"Earnasalaryof$50,000."Inthis
example,"earnasalary"isthewhat,$50,000isthehowmuch.Anotherexample:"Increaseproductivityby12percent."Increaseproductivity=thewhat;12percent=thehowmuch.
[Facilitator:DistributeSampleGoalStatementsWithTargetsnow.]
TimeFrames
Themostobviousquantifiableexpressionofagoal,thetimeinwhichyouwishtoachieveit,isalsothesecondelementofawell-formulatedgoalstatement.Thetargetofagoalpullsyoutowardthefuture.Thetimeframethatyousetforachievingit,pushesyou.Everygoalstatementshouldthereforeincludearealistictimeframe,withastartdateandanenddate,thatyouuseasonemeasureamongothersofsuccess.
Likewisetosatisfythecriterionofachievability,youneedsomeideaofbywhenyouwillachieveit.Adeadlineprovidesameasurableoutcomethat,likeatarget,hastoberealistictobeachievable."Becomeamillionaireinoneyear"mayberealisticforsomeone,butitisn'trealisticformostpeople."Earnapromotiontomanagementinthreeyears"mayberealisticformostpeoplewhoaspiretomovefromalinepositiontomanagement.Itdependsonconditions.
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MeansandConditions
Let'sexaminethegoal-statementwe'veusedtoillustratethethirdelementofawell-formulatedgoalstatement:"Earnapromotiontomanagementinthreeyearsbysucceedingastheteamleader,attendingmanagementclasses,receivinghighratingsonmyperformancereviews."IntheSampleGoalStatementsWithMeansandConditionsweseehowthestatementsetstheplanningprocessinmotion.Ineffect,thelistofthemeansorconditionsisanoutlineofstepsthatyouneedtoachievebeforeyoucanreachyourtarget.Thetargetguideshowyoudecideonthestepsforreachingit.Inthecaseoftheillustration,thosethreeconditionshavetobemetbeforethepersonreacheshisorhergoal.
Thatdoesn'tmeanyoucan'tchangethestatementtomeetnewconditions.Nothinginwritingiseverwritteninstoneunlessyoumakeitso.
[Facilitator:DistributeSampleGoalStatementsWithMeansandConditionsnow.]
WriteDownGoals
Whenworkingonachievinggreaterself-management,youhavetowritedownyourgoals.It'salsoagoodideatotellsomeoneaboutthem.Writtengoalsbecomeadocumentyoucanusetocontractwithyourselftofulfill.Tellingsomeoneaboutthemgivesyouanallywithwhomyoucanconsultorcallupontocollaboratewithyouwhenyouneedsupport.
[Facilitator:Openthefloortodiscussion.]
HandlingDiscussionIssues
Issue:Somepeoplemaynotseevalueinwritingdowngoalstatements.Theyoftendon'tliketoplantheirlives.Acommon
response:"I'dratherbespontaneous."
PossibleResponse:Long-rangeplanningdoesn'tpreventspontaneity.Infact,ithelpskeepyoufocusedonthebroadoutlinesofyourlifewhilelettingyoufreelyexplorethedetails.
Issue:Somepeoplemaynotseethevalueinwritingcomplete,well-formulatedgoalstatements.
PossibleResponse:Unexpectedeventscansidetrackyoufromyourgoals.Bylayingdownatimeframeandbyidentifyingmeansandconditions,youcanstayfocusedonwhatyouhavetodoregardlessofwhateverelsemayhappen.
[Facilitator:Distributetheexerciseinstructionsandreadthemaloud.]
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DiscussionQuestions
1.Whatisthevaluetoyouofwritingdownyourgoalstatements?
Typicalanswer:IhaveabetterideaofwhatIreallywanttoachieve.
2.Whatisthevaluetoyouofwritingmeansandconditionsaswellastargetandtimeframe?
Typicalanswer:ItgivesmesomeideaofhowtogettowhereIwanttogo.
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SampleGoalStatementsWithTargets
Example1"Earnasalaryof$50,000."
Earnasalary=thewhat
$50,000=thehowmuch
Example2"Increaseproductivityby12percent."
Increaseproductivity=thewhat12%=thehowmuch
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SampleGoalStatementsWithMeansandConditions
Target TimeFrame
MeansandConditions
Earnapromotiontomanagement
Inthreeyears
1.Bysucceedingastheteamleader
2.Attendingmanagementclasses
3.Receivinghighratingsonmyperformancereviews
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8PrioritizeGoalsandPerformanceRanges(Step6)Mostpeoplearen'tverypatient.Theywanteverything,andtheywantitnow.So,goalconflictshappenbecausetheydon'tprioritizetheirgoalsandpursuethoseofrelativeimmediacyorimportance.Theresultisfrustration,whichsometimesleadstofeelingsofdespairresultingfromfailure.
TheexercisesinChapter8aredesignedtohelptheparticipantscreateactionplansthatavoidgoalconflictsandthefeelingofdespairtheyengender.Thefirstpartofactionplanningistoprioritizegoalsandsetperformancerangesthatallowstudentstofeelgoodaboutwhateverprogresstheymaketowardtheirgoals.Thischapterdealsonlywithprioritizinggoals;Chapter9dealswithobjectivesandactivities.Thetwochaptersshouldthereforebetakentogether.
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Exercise8.1PrioritizingYourGoals
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeableto:
Assignprioritiestotheirgoals.
Useonewell-formulatedgoalstatementasthestartingpointofanactionplan.
Self-ManagementSkillsInvolved
Linearthinking
Opennesstodiscussingactionplansinaclassroomenvironment
Requirements
Time: Notmorethanthirtyminutes
Materials: ActionPlansoverheadCriteriaforPrioritizingGoalshandoutDecisionCriteriahandoutAssigningPrioritiesoverheadPencilandpaper
Equipment: Overheadprojectorandscreen
Preparation: Photocopythehandouts.Makeoverheads.
RoomSetup: Anyclassroomarrangement
LectureNotes
[Facilitator:PutupActionPlansoverheadnow.]
ActionPlans
Inbrief,anactionplanisaroadmap,completewithadestination,milestones,andthingstodotogetyouthroughthemilestonestotheultimateendpoint.TheActionPlansoverheadprovidesaschematicofactionplansdesignedtofulfillavisionforone'slifeorwork.Thevisiongivesabroadpictureofwhatyouwantandwhyyouwantit.Fromthereyouseparateyourvisionsintodimensionsbroadaspectsofyourlifeorwork:forexample,career,community,family,financial,personalvalues,
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orsocialrelations.Ineachofthosedimensionsyousetgoalsforyourselfandconceiveofthestepsormilestonesandactivitiesitwilltaketogettothosegoals.Youidentifytheresourcesyou'llneed,and,insomecases,you'llanticipatebarriersorobstaclesforreachingyourmilestones.Ifpossible,you'llsetupaplanforovercomingorgettingaroundthebarriersaswell.
PrioritizingGoals
Settinggoalsisthefirstandmostimportantstepindesigninganactionplanfordevelopingsatisfactorydimensionsinyourlifeandwork.Ontheotherhand,noteverygoalisequallyasimportantorasimmediateaseveryothergoal.Timingandcircumstancesoftendictatewhatyouwantorshouldachieveatanygiventime.And,sometimesyoucan'tachieveonegoalunlessyouachieveothersfirst.Threecriteria,summarizedinthetableintheCriteriaforPrioritizingGoalshandout,willhelpyoudecidehowvitalgoalsare.
[Facilitator:DistributeCriteriaforPrioritizingGoalshandoutnow.]
Whenprioritizing,considerthreekeypoints.Whatisimportanttoyou,whatisimmediateorurgent,andwhatdependsonotherthingstohappen.
Importance
Agoalisimportanttoyouwhenyouthinkit'sagoodthingtoachieve,thatit'sdesirable,thatitsoutcomeis"good."Agoalthatsays"Staydebt-freebypayingallbills,"forexample,becomesimportantonlyifyouthinkit'sgoodtodoso.Goalsimportanttosomeoneelse,sayyourboss,becomeimportanttoyouonlyifyouthinkit'sdesirableorgoodthatyouwantthemtoo.
"Good"and"desirable"(valuewords)signalemotionalaspectsof
decisionsyoumake,eveniftheyaredefinedinmeasurableorobservableterms.Numericaloutcomesare"good"onlyifyousaytheyare.
Immediacy
Agoalgainsimmediacywhenitbecomesurgenttoachieveit.Intheexample,ifinordertoremaindebt-freeitisurgentthatyouearnaspecificlevelofincome,thenthatincomegoalbecomesimmediateaswellasimportant.Goalsimportanttoyourbossmayneverbecomeimportanttoyou,buttheycanachieveahighlevelofimmediacyiffailingtoachieveyourboss'sgoalswillinterferewithyouachievingyours.
Dependency
Agoalbecomesahighprioritywhenanotherhigh-prioritygoaldependsonyouachievingthefirstone,evenifyoudon'tconsideritallthatimportantorimmediatetoyou.Theboss'sgoalsmaynotseemimportantorimmediatetoyou,butbuildingacareerisoneofyourhigh-priorityitems.Sinceyourbossispartiallyresponsiblefordetermininghowyourcareerprogresses,youmaywanttotakeonhisorhergoals,helphimorherachievethem,inordertoservethegreaterpurposeyouhavesetforyourself.
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DecisionCriteria
Todecideifagoalisimportant,immediate,oressentialforsomethingelsetohappen,youneedtoanswerthreesetsofquestions.
[Facilitator:DistributetheDecisionCriteriahandoutnow.]
Importance
Thefirstquestionyoumustaskandansweris,"JusthowbadlydoIwantthis?"Then,ask:
IfIorothersaroundmedon'taccomplishthisgoal,
Whatwouldhappen?
Whowouldbeaffectedandhow?
WhatconsequencesofinactionpositiveornegativecouldaffectmyothergoalsorthoseofotherpeopleortheorganizationstowhichIbelongorinwhichIwork?
IfIorothersaroundmedon'taccomplishthisgoal,andifnothingbadorofconsequencewouldhappen,whyworkforit?
Doesthisgoalfitwithorcomplementothergoals?Ifnot,whypursueit?
Ifachievingthisgoalproducesdesirableresults,whynotputeverythingnecessaryintodoingitanddoingitright?
Immediacy
Newgoalspresentthemselveswithchangingcircumstances,andwhentheydo,youneedtoexaminethemforhowurgenttheyreallyare.
IfIorothersaroundmedon'taccomplishthisgoalnow,
Whatwouldhappen?
Whowouldbeaffectedandhow?
WhatconsequencesofinactionpositiveornegativecouldaffectmyothergoalsorthoseofotherpeopleortheorganizationstowhichIbelongorinwhichIwork?
IfIorothersaroundmedon'taccomplishthisgoalnow,andifnothingbadorofconsequencewouldhappen,whyworkforit?
Ifachievingthisgoalnowproducesdesirableresults,whynotputeverythingnecessaryintodoingitanddoingitright?
Dependency
Whenyousetagoalthatdoesn'tseemimportantorimmediateatthemoment,youneedtodetermineifothergoalsdependonitfortheirfulfillment.Ask:
Whatothergoalsdependontheachievementofthisgoal?
Whichgoalshavetobereachedfirstbeforethisgoalcanbeachieved?
Whatisthepriceofinaction?
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AssigningPrioritiestoGoals
Agoalthatisimportantandurgenttoyouortosomeoneelsewithwhomyouarecloselyrelated(e.g.,yourboss),oronwhichothergoalsdepend,isanAgoal.Itshouldgetyourgreatestamountofimmediateattention.
AgoalthatisimportantbutnoturgentisaBgoal.AgoalthatisurgentbutnotimportantisalsoaBgoal.
Agoalthatisneitherimportantnorurgent,andonwhichnothingelsedepends,isaCgoal.ACgoalcouldbestruckfromthelistandnoonewouldmissitunlessithassignificanceasalong-termgoal,oneyouplantoachievesomeday.
InstructionsforPrioritizingYourGoals
Thisexerciseisthefirststepincreatinganappropriate,realisticroadmapforyourself.Writeatleastthreegoalstatements.Theycanbeinonedimensionorinseveraldifferentdimensions.Usethethreecriteria(importance,immediacy,dependency)todeterminewhichofthegoalshasthehighestpriorityforyouatthistime.UsethecapitallettersA,B,andCinthefollowingmanner:
[Facilitator:PutuptheAssigningPrioritiesoverheadnow.]
Aindicatesagoalthatisbothimportantandurgenttoyou.Ifotherhigh-prioritygoalsaredependentonachievingthisgoal,youcoulddesignatethegoalA+.
Bindicatesagoalthatis,toyou,importantbutnoturgentorurgentbutnotimportant.YoucanrecognizethegoalasaBpriorityifitisimportantorurgentandachievingothergoalsdependsonit.
Cindicatesgoalsthatareneitherurgentnorimportanttoyou.However,youmaynotbeabletosimplydiscardorignoreaCgoal.
Other,longer-termgoalsmaydependonachievingaCgoal.
IfyouassigntheletterAtotwoormoregoals,makealistofreasonswhytheyarebothimportantandimmediate.
GroupDiscussion
1.Whatdidprioritizinggoalsdotohelpyousortoutwhatyouaretryingtoachieve?
Typicalanswer:IthelpedmetoseewhatisreallyimportanttodonowandwhatIcanputoff.
2.Howdidprioritizinggoalshelpyouresolvegoalconflicts?
Typicalanswer:Byputtingoffsomegoalsuntillater,IcanconcentrateongoalsIneedtoachievenow.
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Exercise8.2SettingPerformanceStandardsasPerformanceRanges
LearningObjectiveandOutcome
Bytheendofthisexerciseparticipantswillbeabletoestablishperformancerangesfortheirgoals.
Self-ManagementSkillsInvolved
Opennesstoanewordifferentwayofsettinggoals
Opennesstodiscussinggoalsinaclassroomenvironment
Requirements
Time: Notmorethanfifteenminutes
Materials: PerformanceRangesoverheadAchievementOverTimeoverheadPencilandpaper
Equipment: Overheadprojectorandscreen
Preparation: Makeoverheads.
RoomSetup: Anyclassroomarrangement
Interactive
Aftertheparticipantsselectoneormoregoalstatementsanddividetheirtargetsintoperformanceranges,thegroupdiscussionshouldfocusonhowsettingperformancerangeshelpedreducedsomeoftheanxietyassociatedwithachievingimportantgoals.
LectureNotes
Peopleoftensetthemselvesuptofailbyreachingbeyondtheirgrasp
orbynotrecognizingtheirownlimitations(e.g.,insufficienttrainingorexperience).
Youcanheadoffsuchobstaclesbyestablishingperformancerangesforyourgoalsratherthansettingoneinflexibleperformancestandardforeachofthem.Decideinadvancewhatwouldbetheoptimalstandardforagoal,whatwouldbetheleastyouwouldaccept,andwhatwouldberealistic(i.e.,thepointbetweenthetwothatyou
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couldhonestlybelieveyoucouldachieve).Ifyougetnootherbenefitfromsettingperformancerangeslikethese,youwillfindyouranxietyorstresslevelsgoingdown.ThePerformanceRangesoverheadillustratesthematter.
[Facilitator:PutupPerformanceRangesoverheadnow.]
Theoverheadsuggestsgettingtowhereyouwanttogo,startingfromgroundzero:noeducation,training,orskillsforachievingyourgoals.Asyoulearnorgainskillsovertime,youcanreachhigherandhighertowardyourgoals.Atthesametime,themodelonlyfigurativelyrepresentsaperson'sefforts.Progresstowardachievingagoalusuallyinvolvessetbacksandlittlefailures.Littleornothingeverhappensinastraightarc,thewayitappearsintheoverhead.
[Facilitator:PutupAchievementOverTimeoverheadnow.]
TheAchievementOverTimeoverheadappliestheperformancerangemodeltoanactualgoal.HereyoucanseewhatImeanbythefactthatlittleornothingeverhappensinastraightarc.Assumingthatyouarestartingatgroundzero,theminimallyacceptablegoalreflectsearlylearningstages.Therealisticgoaliswhatyoubelievethatyoucanachievewithtrainingandpracticeorexperience.Theoptimalgoaliswhatyou'dliketoachieveovertime.Acceptingtheseperformancelevelshelpsyouaccomplishwhatyou'recapableofwithoutfeelingterriblethatyouhaven'tachievedthehighestpossiblelevelimmediately.
Reducingstressoranxietylevelsisadouble-edgedsword.Eliminatingallformsofstressoranxietycanleadtocomplacency,yettoomuchstressoranxietycanleadtoapathy.Theresultofbothcomplacencyandapathyisthesame:nottryingtoreachtheoptimallevelofperformance.Bothcomplacencyandapathyencouragepeopletosettlefortheminimumacceptableperformance.
Atthesametime,forthosewhotrulywanttoachievethemostandthebest,stretchingfortheoptimum(reachingforthestars)issuretolandthemwheretheywanttobe(onthemoon).
InstructionstoParticipants
Selectonegoalstatementanddividethetargetintominimumacceptable,optimal,andrealisticpossibilities.Startbyidentifyingtheoptimaltargetfirst(e.g.,''Earnapromotionintomanagementinoneyear"),thentheminimallyacceptable(threeyears),andthentherealistic(twoyears).
DiscussionQuestion
Ifyouexperiencedanyanxietyatallaboutachievingaspecificgoal,howdidsettingperformancerangeshelpyouresolvethosefeelings?
TypicalAnswerIcouldseethatarangeoftargetsispossible,ratherthanone,maybeunrealistic,goal.
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9WriteanActionPlan(Step7)Thelackofaplanistheenemyofaction.Thelackofactionistheenemyofaplan.
TheexercisesinChapter9providethetoolsnecessaryfortheparticipantstocompletetheiractionplans.TheexplanationandpracticeinExercise9.1willresultinlayingoutthestepsorapathtowardaccomplishingagoal.TheexplanationandpracticeinExercise9.2willresultinidentifyingwhatthingshavetobedonetocompleteeachstepandreachthegoal.
Exercise9.1DesignanActionPlan,Part1
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswill:
Beabletoexplainhowtodesignobjectives(milestones)thatleadtoagoal'starget.
Havealistofstepstowardachievingaspecificgoal.
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Self-ManagementSkillsInvolved
Opennesstoanewordifferentwayoflookingatlifeplanning
Opennesstodiscussinggoalsandactionplansinaclassroomenvironment
Requirements
Time: Notmorethanthirtyminutes
Materials: FindingObjectivesinaWell-FormulatedGoalStatementoverhead
ActionPlan,Part1worksheet
Pencilandpaper
Equipment: Overheadprojectorandscreen
Preparation: Maketheoverhead.
Photocopytheworksheet.
RoomSetup: Anyclassroomstyle
LectureNotes
Maybeyoudon'thavetoplaneverythingyoudo.Spontaneityhasgreatmerits.However,especiallyinbusiness,failingtoplancanleadtodisaster.Visioningandgoalsettingsetyouinmotion.Thedirectionsinwhichyoumovedependonplanningonhowtogettowhereyouwanttogoandhowtofulfillourvision.
Abasicactionplandescribestheobjectives,alsoreferredtoasmilestones,necessaryforachievingyourgoals(arrivingatdestinations)andoutlinesthestepsyou'lltaketomaketheobjectives
happen.
Objectives(Milestones)
Objectiveshavebeencalledminigoalsbecauseinallrespects,saveone,theyresemblegoalstatements.Awell-formulatedobjectivestatementconsistsof:
Aspecific,measurableorobservable,realistictarget
Atimeframe(astartdateandanenddate)
Conditionsormeansbywhichthetargetwillbeachieved
Theonlydifferencebetweenagoalstatementandanobjectivestatementisthatagoalstatementdescribesanendpointthat,whenreached,putsanendtoallsteps
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towardit,andanobjectivestatementdescribesameanstowardanend(agoal'starget).It'sonlyastepintheplanforachievingagoal.Infact,thedependenceofagoalontheobjectivecangivetheobjectiveaveryhighpriority.
[Facilitator:PutuptheFindingObjectivesinaWell-FormulatedGoalStatementoverheadnow.]
Youfindobjectivesinthethirdpartofawell-formulatedgoalstatement,inthemeansandconditions.Let'staketheexample:"Earnapromotiontomanagementintwoyearsbyfinishingmydegree,leadingthecross-functionalteamtoitsgoals,receivingthehighestpossibleperformanceappraisals."Thegoalgivestheactionplanitsdirection.Oneroutetowardpromotioninthiscasehasthetarget"finishingmydegree."That'soneobjectiveintheprocesstowardearningthepromotion.Thenextobjectivehasthetargetof"leadingthecross-functionalteamtoitsgoals."Thetargetinthethirdobjectiveis"receivingthehighestpossibleperformanceappraisals.''Youneedonlyaddthetimeframesandthemeansorconditionsforachievingtheobjectives'targets,aswedidintheoverhead.Onceyouidentifytheobjectivesormilestonesrequiredforreachingyourgoals,youcanplantheactionsnecessaryforreachingthemilestones.
Mostpeopleleaveoutthislinkbetweengoalsandaction.Onceyouseeyourdestinationandthinkaboutwhatittakestogetthere,insteadofleapingrightfromgoalstoalistofactivities(thingstodo)toachievethem,youmustidentifythestepsforgettingthere(milestonesoroutcomes)thatkeepyouontrackandgiveyouayardstickformeasuringyourprogressasyougo.
Resources
Mostplanssucceedorcrashonthestatusofresourcesforachievingobjectives.Anythingoranyonecontributingtooraddingvalueto
yourworkandyourlifeisaresourceorameansforachievingobjectives:Contacts(workplaceassociates,prospects,clients,customers,vendors,family,friends),equipment,capitalgoods,cash,facilities,orotherassets.Whenplanning,makealistofresourcesyoumayneedanddonothave,aswellasthoseyoudohave.Youmaycomeupwithaneedforadditionalresourceslater,butyouhaveastartingplaceandcanplanforacquiringresourcesyouneedbutdon'thave.
ObstaclesorBarriers
Theabsenceorlackofresourcesisonlyonekindofbarrier.Othersincludelackofmanagementsupport,defectivematerials,inadequateplanning,andotherconditionsinthewayofachievingobjectivesorthatremovevaluefromyourobjectives.Whenplanning,thinkaboutthepossiblebarrierstogettingtowhereyouwanttogo.
Toidentifybarriersandtodecidewhattodowhenanobstaclegetsinthewayofprogresstowardgoals,play"whatif...?"anduse"worstcase"scenarios.Example:
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"WhatifsuppliesIneedarenotavailable?"Thenturnthebarrierintoagoal."Suppliesreplenishedbytomorrowatacostof$2,500.00."Continueactionplanningbylistingwhatyouhavetodotoovercomethebarrierandmeetobjectives.
InstructionstoParticipants
[Facilitator:DistributetheActionPlan,Part1worksheetnow.]
Selectagoalstatementand,usinganymethodyouwant(PassBackward,PassForward),completePart1oftheActionPlan.
DiscussionQuestions
1.Howwillplanningtoachievegoalsinthismannerhelpyouachieveyourgoals?
Typicalanswer:I'llgetallmy"ducksinarow."
2.Ifyouexperiencedanyanxietyatallaboutachievingaspecificgoal,howdidsettingupalistofstepshelpyouresolvethosefeelings?
Typicalanswer:IknowwhatIhavetodoandIcanaltertheplanifIneedto.
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Exercise9.2CompletetheActionPlan,Part2
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswill:
Beabletodescribetheirentireactionplanforachievingaspecificgoal.
Haveacomplete"roadmap"towardaspecificgoal.
Self-ManagementSkillsInvolved
Opennesstoanewordifferentwayoflookingatone'slife
Opennesstodiscussingactionplansinaclassroomenvironment
Requirements
Time: Notmorethanthirtyminutes
Materials: AnActionPlanoverheadDayCalendaroverheadTheCompleteActionPlanworksheetPencilandpaper
Equipment: Overheadprojectorandscreen
Preparation: Maketheoverheads.Photocopytheworksheet.
RoomSetup: Anyclassroomstyle
LectureNotes
Whereasobjectivesarestepsinthedirectionofreachingagoal,activitiesarethethingsyoudotoachieveobjectivesortoovercome
barriers.Bywritinganactionplandesignedtoproducedesiredresults,youanticipatewhatyouhavetodo.Atthesametime,nolistofactivitiesissetinconcrete.Regardlessofwhenyouplantodosomething,youcanalwayschangedatesandtimes.
Whenplanningactivities,tiethemtothegoalsandobjectivesyouneedtoachieve.Focusyourselfbyasking,"WhatgoalsorobjectivesdoIwanttoachieve?"Thendecideonwhatyouhavetodotoreachthegoal(s)orobjective(s)you'vetabbedforattention.Asyouapplyyourplantoyourdailyactivities,dothesamething.Ask"Onwhatgoal(s)orobjective(s)doIwanttoworktoday?"Thendecideonactivitiesforthedaythatwillhelpyouachievetheresultsyouwanttoachieve.Let'slookatsomeexamples.
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[Facilitator:PutupAnActionPlanoverheadnow.]
Inthisfirstoverhead,wehaveanactionplanrelatedtogettingthatpromotionintwoyears.TheactivitieslistedunderObjective1arethingsyouhavetodotogetthedegree.Thestatementsareincompletesincetheydon'thaveanytimeframes.However,inthenextoverhead,whichcontainsoneday'scalendar,youseesomeoftheactivitiesrelatedtotheobjective'starget,"Earnadegree."
[Facilitator:PutuptheDayCalendaroverheadnow.]
Asyoucanseeintheoverhead,activitieshavetargets:"Attendstatsclass,"forexample.Thetargetistheoutcomeyouwantfromyoureffort.Outcomescanbequantifiedornot,dependingonwhatyouaredoing.Actionscanalsohavethreespecifickindsofoutcomes,astheydointheoverhead:
1.InformationOnly.Intheactivityofattendingclass,theoutcome,orwhatwouldbeaccomplishedintheactivity,wouldbeinformationonly.
2.Productive,thatis,producingatangibleoutcome.Theactivity"Meetwiththeprofessortodecideondegreeplan"wouldhaveaproductiveoutcomebecausedecisionswouldbemade.
3.Mixed,acombinationofbothInformationandProductivity.Goingtothelibrarytoresearchmaterialsforatermpaperwouldresultingettinginformationandbeingproductive.
Or,anactivitycanhavenooutcomeatall.Wecouldstretchapointbysayingthatgoingtodinnerwithyourspouseisproductive,or,perhaps,mixed,butforthemostpart,wecouldjustletitbeavisit,withnomaterialoutcomeofanykind.
[Facilitator:DistributetheCompleteActionPlanworksheetandreadaloudtheinstructions.]
DiscussionQuestions
1.Howwillplanningtoachievegoalsinthismannerhelpyouachieveyourgoals?
Typicalanswer:Iwillhavemoredirectionwiththeplan,anditwillevenprovidesomemotivationtogetupandgetgoing.
2.Ifyouexperiencedanyanxietyatallaboutachievingaspecificgoal,howdidsettingupa"roadmap"helpyouresolvethosefeelings?
Typicalanswer:IfeelasifIhavemorecontrolnow.
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10EvaluateProgressandTakeCorrectiveAction(Step8)TheexercisesinChapter10willprovideparticipantswithsimpletoolsformeasuringprogresstowardgoals.TheparticipantswillneedtocompletetheexercisesinChapter9toapplythetoolsinthischaptertotheiractualrequirements.
Exercise10.1DefinitionsofSuccessasObservableorQuantifiableTargets
LearningObjectiveandOutcome
Bytheendofthisexerciseparticipantswillhaveidentifiedtheobservabletoquantifiablemeasuresofsuccessintheiractionplans(otherthantimeframes).
Self-ManagementSkillsInvolved
Linearthinking
Opennesstomonitoringone'sownefforts
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Requirements
Time: Fifteenminutes
Materials: Pencil,paper,andparticipants'previouslywrittenactionplansInstructionsforDefinitionsofSuccessasObservableorQuantifiableTargetsExercisehandout
Preparation:Photocopythehandout.
RoomSetup:
Anyclassroomstyle
LectureNotes
Howdoyoudefinesuccess?Noonedoubtsthatanyanswerisdebatable.Wealth.Position.Status.Happiness.Whatdrivesyoumaynotdrivethepersonsittingnexttoyou.
Howdoyoumeasuresuccess?Intermsoftheamountofwealthyouhave?Intermsoftherolesyouplayinyourcommunities?Intermsofthenumberofpeopleyoumanage?Intermsofthedegreeofsatisfactionyouexpress?Whatworksforyoumaynotworkforsomeoneelse.
Bythedefinitionofself-management,anyansweriscorrectaslongasitexpressesyourvalues,yourvisionforyourlife,yourgoals,andyouractionplans.And,allthosevaluesvision,goals,andactionplansaresubjecttomodification,change,orreplacement.It'snottheplanthatmatters,asDwightEisenhowerreportedlyhadsaid.It'stheplanningprocess.
[Facilitator:Distributetheinstructionshandout.]
DiscussionQuestions
1.Whatisyourdefinitionofsuccess?
2.Howwelldoesthatdefinitionfitwithyourvisionforyourlifeorwork?
LectureNotes:SummaryoftheExercise
Measuresarebuiltintowell-formulatedstatementsthatincludeobservableorquantifiabletargets,timeframes,andthemeansandconditionsbywhichyoureachyourtargets.Whenyoufulfillthevisionforyourlife,satisfythegoalsyousetforyourself,andmeetthetermsofyouractionplans,youcancallyourselfsuccessful.
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Exercise10.2TimeMeasures
LearningObjectiveandOutcome
Bytheendofthisexerciseparticipantswillhaveidentifiedthetimemeasuresofsuccessintheiractionplans.
Self-ManagementSkillsInvolved
Linearthinking
Opennesstomonitoringone'sownefforts
Requirements
Time: Fifteenminutes
Materials: Pencil,paper,andparticipants'previouslywrittenactionplansSampleGanttChartStructurehandout
Preparation:Photocopythehandout.
RoomSetup:
Anyclassroomstyle
LectureNotes
SimpleToolsforMeasuringSuccess
Youdon'tneedelegantformulaeandelaboratechartstodetermineyourdegreeofself-managementandyourlevelsofsuccess.ThechartofyourownactionplanandaGanttChartshouldsufficeformostpersonalplans.
Checklists
Useyouractionplansascheckliststotrackprogresstowardgoals.Justcheckoffeachactivityyoucomplete,eachobjectiveormilestoneyoureach,andeachgoalyouachieve.
GanttCharts
Meetingorexceedingyourdeadlinesisoneobservablewaytomeasureyourprogress.Ifyou'renotsatisfyingthetimeframesinyourwell-formulatedactionplanstatements(goals,objectives,activities),youcangetyourselfbackontrack.
[Facilitator:DistributetheSampleGanttChartStructurehandoutnow.]
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Ifyoulayoutachartofyouractionplans,liketheoneinthesampleGanttChart,youcandeterminehowandwhentoachievevariouspartsofyouractionplan.Youreproduceyouractionplansinthelefthandcolumn,anddividethetimelinewhateverwayyouwant(inthehandout,thetimelineisdividedintofourequalpartsonlyforillustrativepurposes).Forlong-termgoals,youcouldseparatethetimeintoyears.Forveryshort-termgoals,youcanseparatethetimelineintodays.Thexsrepresentplannedstartandstopdates.
Astartdateisasimportantasanenddate.Inthegoalstatement,''Getpromotedtomanagerintwoyearsby..."youhaveclearlydeterminedtheduration(twoyears),whichprovidesyouwithaspecificenddateonlyifyousaytwoyearsfromaspecificstartdate.Forexample,"startingtoday."Placeanxinthecolumnthatrepresentsthestartdateandanotherxinthecolumnthatrepresentstheenddate.
Onceyoulayoutthechart,youhaveawaytodeterminewhetherornotyouareatleastonschedule,ifnotontarget.ComparewhereyouarewithwhatyouplannedandmarkedintheGanttChartanddecidewhetherornotyouaresatisfyingthedemandsofyouractionplan.(Somepeopleuseacolorcode,markingtheplaninonecoloranddrawingactualprogresswithanoverlyinglineinadifferentcolor.)Ifyouaren'tonyourplannedschedule,youcantakestepstobringyourselfintosynchwithyourplans.
InstructionstoParticipants
Usingyourpreviouslywrittenactionplans,identifythetimeframesinallyourwell-formulatedstatements.Allgoalstatementsandobjectivestatementsshouldincludetentativestartandenddates,andanyactivitystatementsthatdescribeimmediateactionsshouldhavetentativetimestartsandendsaswell.
DiscussionQuestions
1.Whatisthegreatestvalueofsettingbothstartandenddatesortimes?
Typicalanswer:NotonlydoIhaveadeadline,IknowwhenIshouldstarttogivemyselfthemaximumamountoftimeIneed.
2.Howdoesatimemeasurehelpyoumeasuresuccess?
Typicalanswer:Adeadlineisatargettoachieve.
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Exercise10.3MeansandConditions
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeableto:
Saywhetherornottheiractionplanstatementswillhelpthemlayoutthestepsforachievingsuccess.
Explainhowidentifyingmeansandconditionsinanactionplanhelpstoachievesuccess.
Self-ManagementSkillsInvolved
Evaluatingorassessingone'swork
Opennesstomakingchangesinone'swork
Requirements
Time: Fifteenminutes
Materials: Pencil,paper,andparticipants'previouslywrittenactionplans
RoomSetup:
Anyclassroomstyle
LectureNotes
Thissimpleexerciseisawaytocheckifyourgoalstatementsandobjectivestatementscontainalltheinformationyouneedforidentifyingwhetherornotyoucanuseyourplanstosucceedinreachingyourgoals.
InstructionstoParticipants
Usingyourpreviouslywrittenactionplans,underlinethemeansandconditionsyouhaveincludedinallyourwell-formulatedgoalandobjectivestatements.Themeansandconditionslistedingoalstatementswillhelpyouplanyourstepsorobjectives,thoselistedinobjectivestatementswillhelpyouplanyouractivities.Ifanystatementseemsincomplete,addtheappropriatemeansandconditionstoit.
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DiscussionQuestions
1.Whatisthevalueoflistingmeansandconditions?
Typicalanswer:ItprovidessomedirectionastohowtogettowhereIwanttogo.
2.Howdomeansandconditionscontributetoyourabilitytomeasureyoursuccess?
Typicalanswer:Youknowwhattolookforasarealisticoutcome.
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Follow-UpActivity:TakingCorrectiveAction
Instructor'sNotes
Thepurposeofthisactivityistogivetheparticipantsatoolforhelpingthemfollowuponwhattheydointheworkshop.It'simportantthattheyhaveawayofadjustingifthepreliminaryplanstheytakeawayfromtheclassdon'tworkoutjustright.
LearningObjectivesandOutcomes
Bydoingthisactivity,participantswilltakestepsto:
Evaluateorassesstheiractionplans.
Takecorrectiveactionwhenneeded.
Self-ManagementSkillsInvolved
Evaluatingorassessingone'sgoalsandwork
Opennesstomakingchangesinone'sgoalsorwork
Requirements
Time: Fiveminutesforinstructionplusdiscussiontime
Materials: ElaborationonQuestionstoAnswerforTakingCorrectiveActionhandout
QuestionstoAnswerforTakingCorrectiveActionworksheet
Preparation:Photocopythehandoutandworksheet.
DistributethehandoutoftheElaborationonQuestionstoAnswerforTakingCorrectiveAction,anduseittoexplainhowparticipants
shouldapplythequestionstoevaluatetheirprogressanddetermineifcorrectiveactionisneeded,andtopromptdiscussion.ThendistributetheQuestionstoAnswerforTakingCorrectiveActionworksheetandinstructtheparticipantstotakeithomeforuselater.
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SECTIONIIIPUTTINGTOGETHERTHESELF-MANAGEMENTPUZZLE:SELF-MANAGEMENTEXERCISESBytheendofthissectionyouwillbeabletofacilitateseventeenexercisesthatwillhelpsolvethepuzzleofcreatingwholenessandthatwillincreasepeople'sself-managementskillsinthesixcompetencies,eachofwhichhasachapterofitsown(Chapters1115).
1.Wholeness
2.Self-awareness
3.Self-confidence
4.Self-respect/self-esteem
5.Drive
6.Respectforothers
PortraitofaSelf-ManagedPerson
Theportraitofaself-managedpersoninChapter1deliberatelyoversimplifiestheimageconveyedtofacilitateunderstandingtheself-assessmentsrelatedtoself-management.Inrealityeachcompetencyself-awareness,self-confidence,self-respect/self-esteem,drive,respectforothersisitselfapuzzleformedbyasetofspecificskills.Wholenessreflectsthesynergyrevealedwhenweputtogetherallthepiecesofthepuzzleoftheportraitoftheself-managedperson.
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SkillsThatMakePeopleCompetent
Tobecompetent,accordingtothe10thEditionofMerriamWebster'sCollegiateDictionary,means,inpart,tohave"requisiteoradequateabilityorqualities";tohave"thecapacitytofunctionordevelopinaparticularway"inshort,tohaveskills.Eachself-managementcompetencyconsistsofacomplexsetofskillsthatallowapersontofunctioninaparticularway.Developingandfine-tuningthoseskillsiswhatImeanbyputtingthepiecesoftheself-managementpuzzletogether.
Theexercisesinthissectionaredesignedtoencourageparticipantstosolveproblemsormakediscoveriesaboutthemselvesorotherpeople.You'llfindagreatdealofsatisfactionandenjoymentfromtheworkshopitselfwhenyouwatchtheparticipantssatisfytherequirementsyousetforthem.Amongthemanywaysofdeliberatelycreatingproblems,twoinparticularrequirespecialattention.
1.Sometimesyoudon'texplaintheexercise'slearningobjectivesuntiltheendoryouprovidedeliberatelyvagueorambiguousinstructions.Youwanttheparticipantstoworkoutthestepstheyhavetotaketosolvetheexercise'sproblems,otherwisetheycan'tlearnhowtosolveasimilarprobleminreallife,whichispreciselyoneofthelearningobjectives.Youwanttheparticipantstofindoutthelearningobjectivesontheirownortoworkoutthedetailsoftheirinstructionsbythemselves.ItgoesbacktothechildlearningtorideabicyclethatIdescribedinChapter1;unlessthechildactuallyridesthebikewithouttrainingwheels,sheneverwilllearnhowtorideonherown.
2.Sometimesapersonmightlackapiecetoapuzzleorabitofinformationheneeds.Heneedstofindoutifanyoneelsehasthatpieceorbitofinformation,buttheinstructionsdidn'ttellhimthat.Thisdeliberatelackofresourcesteachespeopletogettooneplace
fromanotherthewayaturtledoesstickinghisneckout.
Theexercisesinthissectionhighlighteachofthecompetenciesofself-management.Eachcomplexexerciseinvolvesoneormoreoftheskillsthathelppeopleputtogetherthepuzzle,andeveryexerciseinvolvesskillsrelatedtoSelf-AwarenessandSelf-Confidence.ThesectionentitledSelf-ManagementSkillsInvolvedliststheskillsessentialforimprovingtheself-managementcompetencyforwhichtheexercisesaredesigned.Exercise11.1,forexample,isdesignedtoincreaseSelf-Awareness.Unlesstheparticipantscommittotheskillsofrisktaking,trust,openness,andhonesty,theycan'tself-disclosetoothersoracceptfeedbackaboutthemselvesfromotherpeople.Theyalsohavetodecidewhatbeliefstheyholdtobeself-evidentasopposedtothosetheyfeelaneedforevidenceorrequireadegreeofproof,andwhatvaluesorattitudesunderliethoseself-evidenttruths.Recognizingthatvaluesandattitudesoftendrivebeliefs,andnotevidenceorproof,isnecessaryforSelf-Awareness.Alistofskillswillappearinalltheexercises.Otherskillsinclude:
Goalsetting,decisionmakingandactionplanning
Managingambiguityandavailableresources
Acceptingdefeat,learningfrommistakes
Dealingwithfrustration
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SkillsRelatedtoSelf-Awareness
AnyoneoftheexerciseswillhelpbuildSelf-Awareness.Eachofthemrequirestheparticipantstofocusonboththedemandsoftheexerciseandhowtheyreacttotheactivitiesinit.Iftheydon'tstayfocusedontheexercise'sdemands,theywillmissoutonhowitanditsmessagesrelatetotheirlives.Timegoalsforcetheparticipantstokeepfocusedwhilemovingathighspeed.Themistakestheymakeaddtotheirstorehouseofself-awarenessbycallingattentiontomethodstheyordinarily(andoftenunconsciously)usetosolveproblemsortorelatetootherpeople.
Thesegamesorexercisesaresimpleenoughtobetransparent;theparticipantscaneasilyseetheprinciplesormethodsinvolved.Yet,they'recomplicatedenoughtoforcetheparticipantstothinkaboutwhatthemoralcouldpossiblybe.Theyalsoforcetheparticipantstopracticetheself-awarenessskillsrequiredforlooking"inside"attheirownthoughts,beliefs,feelings,oremotionstogainahigherdegreeofself-awarenessthantheyhadbeforetheycametoclass.
SkillsRelatedtoSelf-Confidence
Justbycommittingthemselvestotakepartinaself-managementgameorexercisepeopletakearisk.Butaproperlydesignedandmanagedself-managementworkshopprovidesasafeenvironmentforriskygamesorexercises,especiallywhentheriskinvolvesself-disclosure:revealingwhattheyreallythink,believe,orfeel.Formostpeopleself-disclosureisverypainful.
Self-managementexercisesinvolvepersonalriskwhen,throughself-disclosureorthroughdoingorsayingthingsspontaneously,theyexposetheirweaknessesorlackofskillsandopenthemselvesuptonegativefeedback(whichtheyoftenseeascriticism).Whenweputourselvesatrisk,weexpressourself-confidence.Atthesametime,
wealsothreatenourself-confidencebychallengingourselvestostretchoutofourcomfortzonesandriskrepeatedfailure.Ifweneverwinat,say,computersolitaire,we'llsoonstopplayingit.Ifweneverwinatwork.orinourlives,we'llquitthattoo.Thesegamesandexercisesreinforceself-confidencebyensuringthatevenlosingorfailingproducesapersonal"win"gaininganinsight,learninganewidea,reinforcingaconcept,ordevelopingaskillofpersonalvalue.
GoalSetting,DecisionMaking,andActionPlanning
Inmanysituationsintheseminar,participantswillhavetochooseamongoneormoreoutcomes.Choosingfromamongalternativegoalsoractionsexercisesthedecision-makingskillsofself-management,skillsthatapplyineachofthecompetencies.
Decisionsdecisionsmadeornotmadedrivethewayourlivesevolve.Wecanmakeeducatedguessesaboutprobabilities,buteveryprobabilitycarrieswithitthepossibilityofbeingwrong.Participantsinthesegamesorexerciseshavepersonallearninggoalsorchangegoals,andtheylookforwaysthroughtheiractivitiesinthegamesorexercisesformeetingthem.Theywon'tknowwhichchoiceisrightuntil
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aftertheymakeitandseehowitpansout.Theytherebylearnthroughthegamesoractivitiesthemselves:(1)howtomakechoices,(2)whymakingthemisimportant,(3)howtoaccepttheconsequencesthatcomefrommakingthem,and(4)whattodowhenthechoicesaremistakes.
ManagingAmbiguityandAvailableResources
Agameorexercisespelledoutinvividdetailblocksself-discovery.Theseexercisesdon'tprovidetheparticipantswithdetailedscriptsofwhattodoorhowtodoitinanygivensituation,acircumstancethatleavesroomfortheparticipantstofigureoutsomeofthedetails.Forexample,onepersoninagameorexercisemayhaveawantorneedthatsheintentionallydoesn'texplainordoesn'texplainverywell.Theotherpersonworkingtodeveloptheskilloftryingtounderstandwhatpeoplewantorneedhastofigureoutwaystogettheinformationheneedswithoutexplicitinstructionsfromthefacilitator.
Inanothergameorexercise,participantsmaynothavealltheresources,forexample,piecesofequipmentorkindsofinformation,theyneedforperformingtheirrolesintheactivity.Theymayhavetoturntootherpeopletogetwhattheywant,eventhoughtheyweren'tspecificallyinstructedtodoso.
Participantswhoresistthislevelofambiguityorlackofresourcesareprobablytheonesingreatestneedofthetypeoftrainingyou'redoing.Empathizewiththeirdifficulty,butencouragethemtostickwithitandlearnfromwhattheydo.
DealingwithFrustration
Ambiguityandalackofresources,negativeconditionsthatthegamesandexerciseoftendeliberatelycreate,produceacertainleveloffrustration.Thetraininggamesorexerciseshelpparticipantslearnhowtodealwithfrustration,torecognizethattheyneedtomanage
thosethingstheycangrasporcontrolandacceptthosethingstheycan'torfindawaytochangetherules.That'swhat''thinkingoutsidethebox"or"changingtheparadigm"means.
AcceptingDefeat,LearningfromMistakes
Contrarytothecommonpracticethatgamesorexercisesshouldteachpeoplehowtoachieve"win-win"solutionstoeveryinterpersonalproblem,youcanusetheseself-managementgamesorexercisestohelpparticipantsdealwithdefeatormistakesaswellaswithsuccess.Noneofthesegamesinvolvescompetition,butpeopleviewmakingmistakesorfailingas"losing,"andlosingisapartoflife.Makingmistakes,especiallyoverlookingtheobvious,isthemostfrequentsourceofpeople'ssenseoffailure.Thatanoversightcouldcostuseverythingcreatesthefearthatwecanneverrecoverfromit,whichisn'tnecessarilytrue.Whatistrue:
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Welearnmorefromwhatdoesn'tworkthanwedofromwhatdoes(becauseweusuallytakeforgrantedwhatdoesworkandmoveon).Weallhavetolearnhowtolivewithourmistakesandhowtousethemtoouradvantage.
Theseself-managementgamesandexerciseshelppeoplemakemistakesandsurvivethem.Inasmuchastheworkshopisasafeplace,designedtohelppeopledealwithdifficultsituations,whentheydoorsaysomethingtoputoffotherpeople,theygethelpfulfeedback.Theycanevenelecttorepeatthesituationto"getitright."Thechallengeistofollowthroughonthechangestheydiscovertheyneedtomake.
ParticipationinExercises
Mostpeoplecomingtoaself-managementworkshophaveself-selectedtoattend.Theyengageinthegamesandexerciseswithenthusiasmandwithadesiretolearnmoreaboutthemselvesandhowtogetmorecontrolovertheirlivesorwork.Theyhavefunwithwhatthey'reaskedtodoandwithoneanother,andlaughterduringtheactivityandfeedbacksessionsisoftenagoodsignofeagernessandsatisfaction.However,peoplewhohavebeensentbytheirorganizationforremediationandpeopleingreatneedoftheself-managementtrainingyou'reofferingdon'talwaysfeelgoodaboutwhatthey'redoing.
ParticipantResistance
Peoplewhodidn'tself-selectoftendon'tunderstandwhythey'reintheworkshop.Whenthey'vebeensenttotheclass,theythinkthatsomething'swrongwiththemthatneedsfixing.Onewaytoencouragethesepeopletoparticipatefullyistoreassurethemthatcomingtotheclassdoesn'timplyfixing;rather,everyoneneedsimprovement.Whenthesepeoplefeelthey"ain'tbroke,"youcanturnaroundtheirthinkingwiththeadage:Ifitain'tbroke,makeitbetter.
Anotherwaytohelpthemfeelgoodaboutbeingintheclassistoenlisttheirhelpinhelpingothers,especiallyhelpingotherstofeelcomfortablegivingfeedback.Emphasizethatfeedbackisjustanotherperson'sopinionsorfeelings;onlyifyouagreewiththefeedbackdoyouhavetodoanythingaboutit.
Manypeopleresistgamesorexercisesthatinvolvefrustration,awareness,risktaking,ambiguity,failureordefeat,andchallengestotheirself-confidence.And,peopleoftenskipoverconsciouslysettinggoalsandplanningtheirnextsteps.It'satestamenttoyourskillsasafacilitatorifyoucangeteveryoneonboardwiththegameorexercise.
Createapositive,funatmosphere.Peoplearemorelikelytotakeriskswhenthey'reenjoyingthemselves.
Offerpositivereinforcementwhensomeonedoesorsayssomethingtoself-discloseortomanageadifficultsituation.Sometrainersoffersimple,tangiblerewards,suchasacandybar.
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Payextraattentiontoanyonewhoappearstoresistanactivity.Findoutwhatbothersthepersonaboutitanddowhatyoucantoallayhisorherfears.Focusonthepositiveoutcomesoftheactivityratherthanonthespecificsofit.
"Buddy"participants.Sometimesworkingtogetherwithsomeoneheknowsandtrustshelpsaresistantpersonfeelbetterabouttheworkshop.
Whenapersonresistswhatsheseesas"actingapart,"asinaroleplayorskillpractice,asalastresort,letthepersoncomeintotheactivityinanalternativeway,forexample,totalkaboutthesituationratherthantoengageinit.Giveherachancetowatchhowthegameorexerciseunfoldsandfeelcomfortableaboutcomingonboardtofeeltheoutcomesfromtotalengagement.
Preventaresistingpersonfrompullingotherpeopleintotheresistance.Ifresistancebecomesarealissuefortheotherparticipants,facilitateadiscussionofthegoalsofthegamesoractivities,thebenefitstotheparticipants,and,particularly,thesafetyoftheenvironment.Acardinalruleofanyself-managementworkshop:Whatgoesonhere,stayshere;noonewilltelltalesoutofschool.
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11Self-AwarenessBytheendofChapter11youwillbeabletofacilitatefourexercisesthathelppeoplebecomemoreawareofwhotheyareandwhattheyhavetoofferotherpeople.
Exercise11.1TruthsIHoldtoBeSelf-Evident
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeableto:
Listatleastfivebeliefstheyholdtobeself-evident(i.e.,thattheyacceptwithoutprooforreasoning)andexplainthevaluesorattitudesthatunderliesthosebeliefs.
Listatleastfiveormorebeliefsaboutwhatittakestoensuretheircommitmenttoagroup'sgoalortask.
Separatetheintrinsicfromtheextrinsicvaluesintheirlives.
Buildontheirownintrinsicvaluestoimproveself-awareness.
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Self-ManagementSkillsInvolved
Decisionmaking
Risktakingandtrust
Openness,honesty
Requirements
Time: Approximatelyforty-fivetosixtyminutes
Materials: InstructionsforTruthsIHoldtoBeSelf-EvidenthandoutTruthsIHoldtoBeSelf-Evidentworksheet
Preparation:Photocopythehandoutandworksheet.
RoomSetup:
Anyarrangementthatmeetsyourneeds
LectureNotes
Beliefsthatyouholdasself-evidentlytruethatis,notneedingevidenceorprooftosupportthemconsistofavarietyofvaluesorattitudesyoumayormaynotknowyou'veassumed.Avalueisanybelieforfeelingyouconsidertobeworthwhileordesirable.Forexample,"Personalwealthdefinessuccess."Anattitudeisareadinesstoactonavalue,asinthewillingnesstodoanythingtobecomewealthy.
Mostvaluesandattitudesareassumptionsforwhichyouhavenoobjectivereasontobelieveare"good,""bad,"acceptable,"or"unacceptable."Instead,overtime,applyingthesevalueshasworkedforyouandotherpeoplehaveusuallyaccommodatedourneedtofulfillthem.Aswithotherassumptions,youtakethemforgrantedand
rarelyifeverexaminethem."Personalwealth"asadefinitionofsuccessseemstohaveabasisinexperience,but,thedefinitionisnotacceptedinsomesocialsystems.Othersocialsystemsdefinesuccessinlesspecuniaryterms.
Somevaluesarerelatedtofactorsoutsideofyourself,suchasmaterialthings,andarecalledextrinsicvalues.Manyofthemmaybeoutofyourimmediateordirectcontrol,suchasthetangiblerewardsofferedbyyourbusiness.Believingthatyourbusinessshouldgivetangiblerewardsforexemplaryworkandshoulddistributethemequitablyisbasedonextrinsicvalues.
Somevaluesarerelatedtoyourownfeelingsorbeliefsaboutyourselfandarecalledintrinsicvalues.Thesearealwaysinyourimmediateordirectcontrol,suchfeelingsofself-satisfaction.Believingthatfeelingself-satisfactionfordoingexemplaryworkisatleastasimportantasreceivingtangiblerewardsisbasedonintrinsicvalues.Oneobjectiveofself-managementistoliveinaccordancewithyourintrinsicvalues(principles)andtorewardyourselfbyfulfillingthegoalsthatsatisfythosevalues.
Sayingthatlivinginaccordancewithyourintrinsicvaluesdoesn'tmeanthatextrinsicvaluesarebadorthatyoushouldalwaysrejecttheminfavorofintrinsicvalues.Onthecontrary,dailyexistencedependsonmanyextrinsicvalues,forexample,
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compensationforwork.Loveforothersisawonderfulintrinsicvalue,butifyouneverreceivelovefromothers(anextrinsicvalue),you'llbecomeemotionallystarvedandincapableofloving.Whereintrinsicandextrinsicvaluescompeteforfulfillment,youneedtolearnhowtoharmonizeonesetofneedsorgoalswithothersinyourlifeandinthelivesofotherpeople.
[Facilitator:Readinstructionsaloudafteryoudistributethehandoutandworksheet.]
ProcessingQuestions
Askthesequestionsaftertheparticipantshavecompletedtheiranalyses.
1.Whataboutyourbeliefsandunderlyingassumptionsdidyoudiscover?
Mostpeoplerecognizeforthefirsttimethatwhattheythinkisself-evidentlytrueisusuallybasedonvaluesandattitudesthatthey'vedevelopedthroughouttheirlivesorthathavebeenimposedonthemby,forexample,theorganizationinwhichtheywork.
2.Howdidthisanalysisofyourmostcherishedbeliefshelpyoubecomemoreawareofhowyouformyourbeliefs?
Typicalanswer:"I'llbemorelikelytoexaminemyvaluesandattitudesbeforeadvancinganopinion,andI'llwanttoknowmoreaboutotherpeople'svaluesandattitudes.Unlesswedothat,wecouldgetintodisputeswecan'tresolve."
3.Howcouldthetypeofanalysisyoujustdidhelpyougetmorecontroloveryourlifeandwork?
Typicalanswer:"I'llbemoreawareofwhatIbelievetobetruefornootherreasonthanIwantittobetrue,andIwon'tbeasdisappointed
whentherestoftheworlddoesn'tagreewithme."
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Exercise11.2LookingintotheEIAGGlass
LearningObjectivesandOutcomes
BytheendofthisexerciseparticipantswillbeabletousetheEIAGModelto:
Assesstheirownactionsinstaged,specificsituations.
Makedecisionsastowhytheyfeel,think,andactastheydointhosesituations.
Decideonchangestheywanttomakeinhowtheyfeel,think,andactinsuchsituations.
Reminder:TheEIAGModelwasdescribedinChapter1.TheinitiallettersofExperience,Interpretation,Analysis,andGeneralizationformtheacronym.ReviewChapter1beforeconductingthisexercise.
Self-ManagementSkillsInvolved
Decisionmaking
Risktakingandtrust
Openness,honesty
Requirements
Time: Approximatelysixtytoninetyminutes
Materials: InstructionsforLookingIntotheEIAGGlasshandout
ReactionGuideworksheet
Storycards
Gamecards
Equipment: None,unlessascenarioorcaseyouwriterequiresanoverheadprojectororvideotapeplayer/monitor
Preparation:Photocopyeachstoryandeachgameonseparate5-by-7-inchcards.
Makestacksoftwelvecardseach(sixstorycardsandsixgamecards)andshufflethemtomaketheorderinwhichtheyareselectedrandom.
Photocopythehandoutandworksheet.
Note:Eachstorycardorgamecardconsistsofinstructionstotheindividualwhogetsittodoorsaysomethingthatwillsetthetoneoftheconversationforthegroup.Forexample,astory,suchas"ToSaveaLife"tellsastorydesignedtoevokespecific
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emotions.Thepersonreceivingthecardtellsthestorytowhicheveryoneelseresponds;thediscussionthenexamineshowthepeoplereactedandwhy.Ontheotherhand,agamecardisdesignedtointerferewiththeconversationandcreateadistraction.Theotherpeoplewillreacttothegameanddiscusstheirresponses.
RoomSetup:Smallgroupsofnomorethansixpeople
LectureNotes
InstructionstoParticipants
Here'sanexampleoftakingstepstochangeinappropriatebehavior.Someoneinterruptsme,andIgetangryandsaysomethingrudeinreturn.TheotherpersonandIgetintoanargumentthatinvolvesalotofnamecalling.ThefeedbackIgetfromthegroupisthatbyrespondingrudely,Inegativelyescalatedthesituation.Icouldhaverespondedwithsomethingtotheeffect,"Ireallydowanttohearwhatyouthink,butI'dappreciatethechancetofinishmythoughtbeforeyouspeak.Please."ThefirststepIhavetotakeistounderstandwhyIrespondedasrudelyastheotherperson.ThenIhavetofigureoutstepsformanagingmyfeelingsinsuchasituation,soIdon'tescalatethesituation.
Ontheotherhand,let'ssayIdidmanagemyfeelingswhenIwasinterruptedandIdidsaysomethingtotheeffect,"Ireallydowanttohearwhatyouthink,butI'dappreciatethechancetofinishmythoughtbeforeyouspeak.Please."Sincethat'sapositiveandappropriateresponse,insimilarsituations,IwanttoremindmyselfofhowImanagedmyfeelingsthistimeandfollowthesamestepsthenasIdidnow.
[Facilitator:Distributetheexerciseinstructionsandworksheetandthenreadtheinstructionsaloud.]
ProcessingQuestions
1.Howdidthisexercisehelpyouexaminehowyoureacttosituations?
Typicalanswer:IwasabletounderstandwhyIreacttosomesituationsthewayIdoandtakestepstochangemyreactionstosimilarsituations.
2.Whatdidyoulearnaboutyourresponsesthatyoudidn'trealizeaboutyourselfbefore?
Typicalanswer:ThatItendtojumptoconclusionsaboutpeoplewithoutthinkingthroughwhathappenedandwhy.
3.Howwouldyouapplythemethodsinthisexercisetoeverydayexperiences?
Typicalanswer:IfIfeelmyselfreactinghostilely,I'llstopmyselftolookatthesituationbeforeIrespond.EvenifIhavetoasktheotherpersonforamomenttogathermythoughts,I'lldoit.
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LectureNotesaftertheExercise
Practiceexaminingyourreactionsduringsituationsinwhichyoufeelanger,frustration,stress,anxiety,ordepression.Thinkaboutwhatyouexperienced,whatyouinterpretedthatexperiencetomeantoyou,andwhyyoufeltthatway.Itcanhelpyoumanageyourselfandthesituationmoreeffectively.It'sessential,however,thatyoumemorizethisrule:''Imaynotbeabletochangetheworldaroundme,butIcanchangehowIreacttoit."It'samatterofchoice.Youcandecidehowyouwillactinthefuture,nomatterwhatyourpersonalhistoryhasbeen,becauseyouhavetoreactin"thehereandnow"notin"whatisdeadandgone."
Achievingself-awarenesscallsforrecognizingnotonlywhatyouthink(cognitiveaspectsofyourreactions)butalsohowyoufeel(emotionalaspectsofyourreactions).Awholepersonexperiencesbothcognitiveandemotionalaspectsoflife.It'simportant,therefore,toknowwhatyouremotionsare,andthemethodswe'veusedherewillhelpyouidentifythem.Thosemethodswillalsohelpyoumanageyouremotions.Usingthesemethodstofindoutwhyotherpeoplereactastheydotosituationsinwhichyou'reinvolvedwillhelpyourecognizetheiremotions,helpyoutoempathizewiththem.Bymanagingyouremotions,youencouragethemtomanagetheirsaswell,resultinginmorepositiveandproductiverelationships.
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StoryCards
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StoryCards(continued)
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GameCards
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GameCards(continued)
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Exercise11.3WhoAmI?AnIceBreaker
Instructor'sNotes
IrecommendthisnarrativeastheLectureNotesforawrap-upoftheexercise.
Typicallypeopledescribethemselvesonarelativelysuperficiallevelandintermsofrolestheyplay.Forexample,mostpeoplewhohavechildrenrefertothemselvessimplyas"aparent"ratherthansay,"Iamaparentofaboyandagirlwhoaretheappleofmyeye."Thefirstanswersaysthespeakerhappenstobeaparent,whichmayseemessentialbutisreallyincidental,anyonecanbeaparent(unlesssufferingfromaphysicaldisabilitythatpreventschildbearingorchildproducing).Thesecondansweridentifiesthespeakerasaparentandexplainshowshefeelsaboutherchildren.
Inbusiness-relatedexamples,asupervisormightsay,"I'masupervisor"ratherthandescribewhathedoesinthatrole.Asystemsanalystmayidentifyherselfbytitlealso.Andsoon.Now,thequestionremainstobeanswered,whatdoesallthatmean?
Whenpeoplemeet,they'rereluctanttotelleachotherwhattheyknowaboutthemselves.Whileit'simportanttokeepthingstoourselves,it'salsoimportanttoletpeopleseeenoughofusthattheycanunderstandwhoandwhatweareandwhatmakesustick.Unlesspeopledisclosetheirvalues,attitudes,andfeelings,theymakeitdifficultorimpossibleforotherpeopletounderstandthemorhelpthemsatisfytheirneeds.Bydisclosing,wepreventconflictsamongdifferentpeople'svalues,attitudes,andfeelings,whileensuringthatwecanmeetourownneedswhenlivingandworkingwithotherpeople.
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeabletoexplainhowtheypresentthemselvestootherpeople;whethertheyproject:
Positiveimagesornegativeimages
Peripheral(sometimesaccidental)characteristicsortraits,suchastheirjob,oressentialcharacteristicsortraitsthatdistinguishthemasindividuals
Everythingaboutthemselvesthattheycanorshould,oralimitedaspectofthemselves(hidingmuchaboutthemselves)
Self-ManagementSkillsInvolved
Risktaking,self-disclosure
Openness,honesty
Trust
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Requirements
Time: Approximatelyforty-fiveminutes
Materials: Posterboards(22inchesby28inches)sufficientforeachparticipanttoreceiveaposter,markersindifferentcolors,maskingtape,anddouble-sidedtape
Equipment: Polaroidcameraandfilmsufficientfortakingonephotographofeachparticipant
Preparation:Holdtheposterboardsvertically(portrait),andmarkeachonewiththequestionWhoAmI?centeredacrossthetop.DrawasquareattheupperleftcornerlargeenoughtoframeaPolaroidpicture.
RoomSetup:
Whateverfitsyourneeds,preferablyroundtableswithgroupsofsixpeople
InstructionstoFacilitator
1.Aseachparticipantenterstheroom,haveanassistant(orifyoudon'thaveanassistant,recruitthefirstparticipant)stophimorher,takeasnapshotoftheperson,andhandittothepersontouseafteritdevelops.
2.Putastackofposters,arollofdouble-sidedtape,andarollofmaskingtapewherepeoplecanaccessthemeasily.
3.Encourageeveryonetobeseatedquicklyanywhereintheroom(unlessyouaredoingteambuildingwithintactteamsandwantteammemberstosittogether).
4.Conducttheexercise.
LectureNotes
InstructionstoParticipants
1.Everyonetakeuponeposterboardandsomedouble-sidedtape.
2.Holdyourposterboardvertically(portrait)andusethedouble-sidedtapetoattachyoursnapshotintheboxatthetopoftheposterboard.
3.Makeabulletedlistthatintroduceswhoyouaretootherpeople;listoneitemperbullet.
4.Afterwritingyourlist,usemaskingtapetohangyourposteronthewallvertically.
5.Walkaroundtheroomandreadeveryposter.
6.Returntoyourseat.
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ProcessingQuestions
1.Howdoesintroducingyourselfwithoneword,forexample,"father,"orashortphrase,forexample,"shippingsupervisor,"helpotherpeopleunderstandwhoyouare?
Typicalanswer:Onewordandshortphrasesdon'treallyhelpatallbecausethosewordscanmeanalotofdifferentthingstodifferentpeople,oreveniftheymeanthesamething,theydon'tsayanythingaboutwhatyouthinkorfeelaboutyourself.
2.Whatdidtheexercisetellyouabouthowyouandotherpeoplepresentthemselves?
Typicalanswer:We'resomewhatsuperficialorunwillingtotalkaboutourselvestootherpeoplewhenwemeetthem.Wedon'ttrustpeopleenoughwhenwefirstmeetthemtotellthemmoreaboutourselvesthantheobviousthings,likeI'maparentorasupervisor.
3.Whatcanwedotobemoreopenwhenwefirstmeetotherpeople?
Typicalanswer:Weneedtobemorewillingtoopenuptopeople,totrustthemenoughtogivethemsomeinsightintowhoweare,whatwethinkandwhatwefeel.
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Exercise11.4UsingtheJOHARIWindowtoImproveSelf-Awareness
Instructor'sNotes
Thisexerciseworksbestwithintactteamsorwithworkshopgroupswhohavebeeninteractingwithoneanotherforatleastonedayduringwhichtheparticipantswillhavehadanopportunitytoobserveoneanother'sbehavior.
LearningObjectivesandOutcomes
BytheendofthisexerciseparticipantswillbeabletousetheJOHARIWindowto:
Describetheirownbehaviorasopenorclosed.
Usegivingorreceivingfeedbacktoencourageopennessinthemselvesandinothers.
Identifywhatinhibitsorfacilitatestheexchangeoffeedback.
Self-ManagementSkillsInvolved
Risktakingandtrust
Decisionmaking
Openness,honesty
Communication,especiallygivingandreceivingfeedback
Requirements
Time: Approximatelytwoandahalfhours
Materials:Flipchart,multicoloredmarkers,maskingtape
CopiesofGivingandGettingFeedbackhandout
fromChapter1(page27)
TheJOHARIWindowoverhead
JOHARIWindowSelf-RatingSheetworksheet
SampleJOHARIWindowModelshandout
Paperandpencils
RulersorsomeotherstraightedgesfordrawingverticalandhorizontallinesintheJOHARIWindowmodelhandout
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Equipment: OverheadprojectororcomputertodisplayJOHARIWindowmodelsonscreen(optional)
Preparation:Maketheoverhead.
Photocopytheworksheetandhandout.
RoomSetup:
Roundtableseachwithchairsforfiveorsixpeopleorasetupthatallowsforface-to-facediscussion
LectureNotes
Whenpeopleworktogether,theymustconfronteachotherwithissuesorconcernsabouthowtheworkisgettingdoneorhowtheyfeelabouttheirrelationship.Althoughthewordconfrontationhasrecentlyacquiredsomenegativeconnotations,itmeansonlytodealwithsomematterface-to-face;therefore,confrontingcanbefriendlyorconstructive,oritcanbeangryanddestructive.It'snotamatteronlyofwhatyousaybutalsoofhowyousayit.Whenyoufollowtheguidelinesforgivingandgettingfeedback,youcreateanopennessthatfacilitatesfriendly,constructiveconfrontation.
[Facilitator:DistributetheGivingandGettingFeedbackhandoutanduseitasaguidefortalkingaboutfeedbackanditsguidelines.]
Onewaytoimprovetheopennesswithwhichyoudealwithotherpeopleandtheydealwithyouistoexamineourwillingnesstodiscloseourthoughtsandfeelings.TheJOHARIWindowwilldojustthat.
[Facilitator:PutuptheJOHARIWindowoverheadnow.]
Thismodelofself-awareness,self-disclosure,andfeedbackwasfirstdevelopedbytwopsychologistsJosephLuftandHarryIngham.Thus
thenameJOHARI[pronouncedjoe-harry]Window.Theycreatedthewindowasabasiccommunicationtoolthroughwhichyougiveandreceiveinformationaboutyourselfwhilereceivinginformationaboutyouorotherpeople.Youcandrawthewindowpanesinanyshapethatreflectsyourabilitytodiscloseinformationaboutyourselfortoacceptinformationaboutyourselffromotherpeople.Themoreyouknowaboutyourselfandthemoreotherpeopleknowaboutyou,thelargerthepanecalledtheArena.LuftandInghamcalledthisexpandingawindowpane.Atthesametime,theBlindSpotandtheFacadegetsmaller;theycalledthiscontracting.I'llexplaintheexpanding,contractingprocessafterweexaminethewindowalittlemoreclosely.
Lookatthewindowintwodimensions:self-orientationandgrouporientation.WhenyoulookatthewindowfromlefttorightorrighttoleftthedirectionlabeledSelfthewindowpanesconsistofthingsapersonknowsordoesn'tknowabouthimselforherselfandaboutotherpeople'sperceptionsoforfeelingstowardhimorher.Forapersontoexpandthisself-orientationdimension,heorshemustchangetheamountofinformationheorsherevealsorknowsaboutotherpeople'sfeelings.
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Togetinformationaboutotherpeople'sfeelings,heorshehastoaskforandacceptfeedback.Thewaythepersonseestheworldexpandsorcontractstotheextentheorshereceivesusefulinformationaboutotherpeopleandtheirfeedbackabouthimorher.
WhenyoulookatthewindowfromtoptobottomorbottomtotopthedirectionlabeledGroupthewindowpanesconsistofthingsotherpeopleknowaboutapersonandabouthisorherperceptionsoforfeelingstowardthem,orthingsthattheydon'tknowabouthimorher.ThisGroup-orienteddimensionexpandsorcontractsrelativetotheamountofusefulinformationapersonoffersabouthimselforherselfandthefeedbackheorshegivestootherpeopleabouthowheorsheseesorfeelsaboutthem.Thisdimensionofself-disclosureandofgivingfeedbackistheworldinwhichapersonincludesotherpeopleinhisorherworld.Therefore,howmuchapersondisclosesorhowmuchfeedbackheorshegivesaffectshowotherpeople'sArenasexpandorcontract.
TheArenaisthepublicwindow.Everyonecanseeintoit.TheFaçade,orHiddenArea,isthewindowpaneyoucontrol,lettingpeopleseethroughitonlyasmuchasyou'rewillingtoletthem.TheBlindSpotisapublicwindowtowhichonlyyouaren'tprivy.Otherpeoplecanseethroughit,andunlessyouaskthemtohelpyoulookthroughittoo,youneverwill.
Thelastwindowpaneisprobablythemostimportantofallandrequiresthemostpersonalefforttoaccess:TheUnknown.Youdon'thavedirectaccesstothisinformation,butneitherdoesanyoneelseunlessyouaskthemtoobserveyoucloselyandgiveyoufeedbackaboutwhattheyseeorhear.
Ittakesagreatdealoftrustonyourparttoaskforfeedbackabouthowwhatyousayordoandhowyousayitanddoitaffectsotherpeople.Italsotakesagreatwillingnessontheirparttogivethat
feedback.However,themorefeedbacktheygiveyou,thegreateryourinsightintohowyoucomeacrosstoothersandthegreaterthegainsforthem;bothyouandtheyenlargeourrespectiveArenawindowpaneswhileshrinkingyourrespectiveFaçades.Thegreatertheflowofinformationfrompersontoperson,thegreatertheinsightforeveryoneregardlessoftheinformation'scontent.
LuftandIngham,Freudianpsychologists,addedanappendagetotheUnknownintheirmodelthatwedon'tshow:TheUnconscious.Thisistheareaforeverclosedtoyou(andprobablytoeveryoneelse)unlessyouundergointensive,long-termpsychotherapy.ThisworkshopisnottheplacefordealingwithTheUnconscious.
Thepanesofthewindowshift,grow,orshrinkrelativetotheamountofinformationthatpassesthroughthem.Theamountofinformationeveryonegetsandgivesincreasestotheextentthatmembersofyourgroupexperiencemutualtrustandwillingnesstoexchangefeedbackortodisclosetheirthoughtsandfeelings.Thelessthetrustorwillingnesstobeopen,thelesstheinformationflows,thesmallertheArenapane,thelargertheBlindSpot,thelargertheFaçade,andthelargertheUnknown.So,nowit'stimetocompletetheJOHARIWindowSelf-RatingSheet.
[Facilitator:DistributetheJOHARIWindowSelf-Ratingsheetsnow.]
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InstructionstoParticipants
1.OnyourSelf-RatingSheet,thescalefromonetonineacrossthetopofthewindowdescribestheextenttowhichyouaskforfeedback.
2.Thinkbackoveryourlastfewgroupmeetings,includingthegroupactivitiesinthisworkshop,anddecidewhetherornotyouwerecuriousenoughabouthowyouwereperceivedbyotherstoaskforfeedbackfromthegroupmembers.
3.Findapointonthehorizontalscalethatdescribestheextenttowhichyouactuallyaskedforfeedbackduringgroupmeetings.Donotratethenumberoftimesyoufeltlikeaskingforfeedbackbutratherthenumberoftimesyouactuallyaskedforit.
4.Afteryou'velocatedapointonthescale,drawaverticallinefromthatpointstraightdowntothebottomofthewindow.Useastraightedge.
5.(Aftersteps3and4arecompleted....)Nowthinkbacktogroupsettingsinwhichyouactuallydisclosedinformationaboutyourthoughtsorfeelings,whetherthosethoughtsorfeelingswereaboutyouoraboutotherpeople.Notthetimesyoufeltlikedisclosingyourthoughtsorfeelingsbutrathertheactualtimesyoudid.
6.Locateapointintheverticalscale,fromonetonine,atyourleftofthewindow.
7.Withastraightedgedrawahorizontallinefromthepointontheleftstraightacrosstotheright.
8.Marktheupperleftpane,A(forArena),theupperrightpaneBS(forBlindSpot),thelowerleftpaneF(forFaçade),andthelowerrightpaneU(forUnknown).
9.Let'sinterpretthesegridstogetherbeforewedothegroupactivities.
Interpretations
1.Theloweryouratedyourwillingnesstoaskforfeedback,thesmallerthehorizontaldimensionofthepanecalledtheArena.Youknowlessaboutyourselfatthispointbecauseyoudon'tknowmuchabouthowotherpeopleseeyou,regardlessofwhetheryouthinktheirperceptionsareaccurateorfeelingsjustified,that'showyoucomeacrosstothem;theirperceptionsorfeelingsarestillinformationaboutyouthatyouneedtoknow.AsaresultthepanecalledtheBlindSpotislargerthanyouwouldprobablylikeittobe.Seeingyourselfasothersseeyouincreasesyourself-awareness.
2.Theloweryouratedyourwillingnesstogivefeedback,thesmallertheverticaldimensionoftheArena,andthelargeristheFaçadedimension.ThatalsoenlargestheUnknowndimensionbecauseyouknowlessaboutyourselfthanisideal,andotherpeopleknowlessaboutyouthanisbest.Theresultofallthisisthatyourself-awarenesssuffersandyourrelationshipswithotherpeoplewillsufferaswell.Forexample,whenyouprovideinformationtothe
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group,youmayseeyourselfasbeinghelpful;theotherpeoplemayseeyouasoverwhelming.Theymaythereforeresistyoureffortstoprovideinformationinthefuture.Youneedtoknowwhattheotherpeoplearethinkingorfeelinginordertodealwiththemappropriately.
3.Let'slookatfourdifferentpossibleshapesoftheJOHARIWindowdescribedbytrainingexpertPhillipC.Hansonmanyyearsago.1Compareyourwindowtothese.
[Facilitator:DistributeSampleJOHARIWindowsModelshandoutnow.]
IdealWindow:ThearrowsaroundtheArenaarelong,suggestingthatyou'requitetrusting,willingtoself-disclose,respectfulofotherpeopleandtheiropinions,andwillingtoacceptfeedback.Youencourageafreediscussionofallissues,includinghowpeoplethinkorfeel.
Interviewer:Thehorizontalarrowislong,buttheverticalarrowtotherightoftheArenaisshort,suggestingyou'rewillingtoacceptfeedbackandself-disclosurefromothers,butyou'renotwillingtogiveit.Youprobablyaskalotofquestionsbutfendoffattemptstodrawyouout.
Bull-in-the-China-Shop:Thehorizontalarrowisshort,buttheverticalarrowislong,suggestingthatyou'reonlytoowillingtotellotherpeoplewhatyouthinkorfeelbutyou'renotopentolisteningtowhattheythinkorfeel.
Turtle:WithbotharrowsaroundtheArenashort,you'vepulledbackintoashellandaren'twillingtogiveortogetfeedback.Self-disclosure,eitheryourownorotherpeople's,ispainfultoyou.
InstructionstoParticipants:GroupActivity1ComparingWindows
1.Inyoursmallgroupdiscussthewindowsyouhavedrawnforyourself.Thisactivitybyitselfisapartoftheself-disclosureprocessthatreducesthesizeofyourFaçadewhileincreasingthesizeoftheArena.
2.Askforfeedbackfromthegroupmembersastohowtheyseeyouandaskfortheirratingsofyouinthefourwindowpanes.Marktheirinterpretationsonyourownchart.ThisactivitybyitselfreducesthesizeofyourBlindSpotwhileincreasingthesizeoftheArena.
3.Taketwentyminutestocompletethispartoftheexercise.
[Facilitator:Allowanadditionaltenminutesifneeded;don'trushthediscussions.]
1PhillipC.Hanson,''TheJOHARIWindow:AModelforSolicitingandGivingFeedback,"inJohnE.JonesandJ.WilliamPfeiffer,editors,1973AnnualHandbookforGroupFacilitators(LaJolla,CA:UniversityAssociates,1973),pp.114119.
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InstructionstoParticipants:GroupActivity2Inhibiting/FacilitatingFeedback
1.Inyoursmallgroupidentifywhatmadeiteasyordifficultintheactivitytoaskforortogivefeedback.
2.Makeatwo-columnchart.Ontheleft,listtheinhibitingfactors.Ontheright,listthefacilitatingfactors.
3.Whatcanyoudotoincreasetheinfluenceoffacilitatingfactorsandreducetheeffectsofinhibitingfactors?
4.Youhavefifteenminutestocompletethisactivity.
5.Electaspokespersontoexplainyourdecisionstothewholeclass.
Instructor'sNotes
Typically,especiallywhenthereismorethanonesmallgroup,theparticipantscomeupwithcomprehensivelistsofinhibitorsandfacilitators.However,theaccompanyingtableprovidessomepossibleanswers.
Inhibitors Facilitators
Notknowingoneanotherverywell
Thesafeenvironmentoftheworkshop
Nottrustingoneanotherverymuch Understandingwhattheexercise
issupposedtoaccomplish
FearthatwhatIsaywillbeusedagainstme Trustingthepeopleinmygroup
FearthatwhatIsaywillbeleakedbackonthe
BelievingthatwhatIsaytothisgroupwillstaywithit
job
Embarrassment Believingthattheexercisewillhelpmebemoreopenandhonest
Fearofgettingnegativefeedback
FearthatI'llbeseenastoocriticalofotherpeople
Gettinggoodorusefulfeedbackfromotherpeople
Reluctancetosayanythingbadaboutotherpeople
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Themostimportantwaytoreducetheinhibitingfactorsandincreasethefacilitatingfactorsistoincreasetrustlevels,whichcanonlycomethroughexperiencewithoneanother.Opennessmeansnotonlydisclosinginformationbutalsoacceptingthatinformationwithasenseofconfidentiality;itbelongsonlytothepersonwhotoldusandtous.Opennessalsorequiresthatwebewillingtoconfrontoneanotherwithourperceptionsandfeelingswithoutattemptingtodooneanotherharmortowinacontest.
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Follow-UpActivitiesforIncreasingSelf-Awareness
LearningObjectivesandOutcomes
Bydoingthisactivity,participantswilltakestepsto:
Evaluateorassesshowotherpeopleseethem.
Takecorrectiveactionwhenneeded.
Self-ManagementSkillsInvolved
Evaluatingorassessingone'sownbehavior
Opennesstofeedbackfromotherpeople
Opennesstomakingchangesinone'sbehavior
Requirements
Time: Fiveminutesforinstructionplusdiscussiontime
Materials: InstructionsforWritinganActionPlanhandoutSampleActionPlanhandoutKnowingYourselfBetterhandout
Preparation: Photocopythehandouts.
LectureNotes
[Facilitator:DistributetheInstructionsforWritinganActionPlan,theSampleActionPlan,andtheKnowingYourselfBetterhandouts.]
Whatyoujustdidisonlyabeginning.Inordertoincreaseself-awareness,youneedtopracticetheskillsinvolved,whichmayincludechangingthewayyousayanddothings.Mostimportantly,itwillincludegettingfeedbackfromotherpeopleastohowwhatyou
sayordoaffectsthem.Ifyouthenagreethattheirfeedbackhasmeritandwarrantschange,youneedtoapproachthatchangesystematically.
Beforeyoucanmakeachangeofanykind,youneedtoknowwhatpresentconditionsyouwanttochangebasedonfeedbackyougetfromotherpeople:mannerismswhentalking,toneofvoice,facialexpressions,failingtolistentootherpeople,
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takingcontrolofgroupactivities,andsoon.Feedbackfromotherpeople,asdescribedintheJOHARIWindowexercise,isonewaytogetyour"baseline"information.ThenyouneedtosetachangegoalanddevelopanactionplanforchangebyfollowingtheoutlineinthehandoutInstructionsforWritinganActionPlan.
Inadditiontofeedbackfromotherpeople,usethevarietyofothertechniquesforgettingfeedbackabouthowyouappeartootherpeoplelistedinthehandoutKnowingYourselfBetter.
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SampleActionPlan
CurrentConditions:WhatdoIwanttochangeandwhydoIwanttochangeit?
PeopletellmeIappeartobeaggressivewhenIstaemyopinions.I'mtoointenseandIdon'tseemtolistenwhenotherpeopletalk.Asaresultpeoplepushbackagainstmyideas.Idon'twanttogivethatimpression,andI'dratherwedidn'tstruggleoveropinions.
ChangeGoal:WhatshouldmybehaviorbelikeafterIhaveaffectedachange?
Assoonaspossible,IwanttopresentmyopinionsinamoreacceptablefashionbyprefacingwhatIsaywithphraseslike"Inmyopinion,""Ithinkthat,"andbyaskingforfeedbackfromotherpeopleaboutwhattheythinkorfeelaboutmyopinions.
Milestones:HowwillImeasuremyprogress?
AtmeetingsIwillexpressmyopinionsasstatedabove,andafterthemeetings,IwillaskpeopletogivemefeedbackastohowIcameacrosstothem.WhenIgetfeedbackthattellsmethatI'mnotasintimidatingasIhavebeen,andthatIseemmorereceptivetootherpeople'sopinions,IwillknowI'mmakingprogress.
ResourcesNeeded:Whatwillhelpmemakethechange?
(Includeinyourplanningalistofresourcesyoualreadyhaveavailabletoyouandanyyoumightneedthatyoudon'thaveatthistime.)IneedataperecorderwithwhichtorecordthewayItalkwhenIpresentanidea.ThatwayIcanplayitbacktohearthewordsIusedandmytoneofvoice.
Barriers:Whatcangetinthewayofmakingthechange?
Noonetogivemefeedback.
ActionSteps:WhatdoIhavetodotoeffectthechange?
Practiceusingtheappropriatephrases.
Practicepresentingideaswithlessintensity.
Usemynewskillsinmeetings.
Askforfeedbackregularly,notjustinmeetingsbutalsofromfriendsandrelatives.
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12Self-ConfidenceBytheendofthischapteryouwillbeabletofacilitatetwoexercisesforhelpingparticipantstoincreasetheirself-confidenceby:
Identifyingbehaviorsgenerallyassociatedwithself-confidenceandwiththelackofit
Recognizinghowtheirownbehaviorsexhibitself-confidenceorthelackofit
Takingstepstobuildontheirstrengthsandminimizetheirweaknesses
Typicallypeopletalkabout''feeling"self-confident,whichisanaccurateformofself-expression,butself-confidencetakesbehavioralformsaswell.Thefirstofthesetwoexercisescallsattentiontothosebehaviorsthatdemonstrateandsupportthefeelingsofself-confidencetoboththeindividualandtoothersobservinghimorher.
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Exercise12.1ExpressingSelf-ConfidencethroughAssertiveness
Instructor'sNotes
Thistwo-partexerciseiscomplexandtouchesonsensitivepersonalissues.Itworksbestwithanintactteamorwithworkshopgroupsthathavebeeninteractingwithoneanotherforatleastonedayduringwhichtheparticipantswillhavehadanopportunitytobuildlevelsoftrust.Yourexpertisewithpersonalbehaviorstylesalsowillplayanimportantrole.However,becarefulnottoimportotherbehaviorstyleconcepts,forexample,theDISCmodelorMyers-Briggs,intothisexercise.Theydescribehowapersontakesinandprocessesinformationinmorewaysthanstudentswillbeabletodigestinthisexercise.Stayfocusedontheonecompetency:Self-Confidence.
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeableto:
Identifytheirownlevelofself-confidenceinavarietyofdifferentsituations.
Relatefeedbackfromotherpeopleabouthowself-confidenttheyappeartothosepeopleandtotheirself-perceptions.
Applyanactionplantoincreasetheirlevelsofself-confidence.
Self-ManagementSkillsInvolved
Risktakingandtrust
Decisionmaking
Openness,honesty
Respectforothers
Communication,especiallygivingandreceivingfeedback
Requirements
Time: Threehoursorlonger
Materials:Flipchart,multicoloredmarkers,maskingtape
Paperandpencils
Self-Assessment:HowDoIRespondtoSituations?
ScoringandInterpretationGuide
BehaviorsandFeelingsAssociatedwiththeLevelsofSelf-Confidencehandout
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Self-ConfidenceBehaviorshandout
InstructionsforTeammateintheBarrelhandout
TeammateintheBarrelScripts
FeedbackGuideforTeammateintheBarrel
SampleObserver'sGuideforTeammateintheBarrel
Observer'sGuideforTeammateintheBarrel
Nametentsornametagsforthesecondpartoftheexercise
Equipment: Overheadprojectororpowerpoint(optional)andscreen
Preparation:Photocopytheself-assessmentanditsscoringandinterpretationguide,thehandouts,andtheTeammateintheBarrelscripts,feedbackguide,sampleobserver'sguide,andobserver'sguide;makeenoughcopiesofthefeedbackguideandobserver'sguideforeachpersonontheteamtogivefeedbackandtoobserveallmembersoftheteam.
Makenametentsornametags:ElectricalEngineer,MechanicalEngineer,ProductionCoordinator,Buyer,Observer1(andObserver2forsix-personteams)
RoomSetup:
Allowforpeopletotalktooneanotherfacetoface.Teamsshouldbenomorethansixpeople.Bestarrangementifavailable:breakoutrooms,
withroundtables,chairsforfiveorsixpeople.Ifbreakoutroomsarenotavailable,separatetheteamsasmuchaspossibleinthemainmeetingroom.
LectureNotesPriortoSelf-AssessmentActivity
[Facilitator:Distributetheself-assessmentanditsaccompanyingscoringguide.Thenreadaloudthefollowing,whichincludesmoreinformationthanisonthehandout.]
InstructionstoParticipants
Workingbyyourself,readthedescriptionofeachsituation.Thenconsiderthepossibleresponsesthatfollowanddecidewhichresponseistheclosesttotheoneyouwouldmake.Theword"Agree"intheassessmentmeans"Iwouldsaythis."Putacheckmarkaftertheresponsesa,b,c,anddineachofthesesituations:agreecompletely(column1),agreeundersomecircumstances(column2),disagreecompletely(column3).Youmustagreewithatleastoneresponse(i.e.,youcannotdisagreecompletelywithallresponses).
Thisisnotatest.Therearenorightorwronganswers.Thesearewaysapersonmightrespondtothesituation.Behonestwithyourselfastowhichwayyouwouldrespond.
Whenyouhavefinishedcheckingyourresponses,followtheinstructionstothehandoutforscoringandinterpretingtheself-test.Youhavetwentyminutestocompletethisindividualactivity.
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LectureNotesPriortoGroupActivity
[Facilitator:DistributetheBehaviorsandFeelingsAssociatedWiththeLevelsofSelf-Confidencehandoutnow.]
Thechartinthehandoutdescribesbehaviorsassociatedwiththelevelsofself-confidence,orthelackofit,asassertive,aggressive,passive,orlaissez-fairebehavior."You"referstoanyonewhosebehaviorfitsthedescription.Thesebehaviorsandtheresponsetothemarethemainmethodsbywhichpeopleidentifyanotherperson'slevelofself-confidence.Inthismanner,thechartprovidesuswithabehavioral,empiricaldefinitionofself-confidence.
Asyoureadthischart,noticethatanypersonmightexhibitbehaviorsinoneleveloranotherdependingonthesituation.Apersonmightbehaveaggressivelyinonesituation,aswhendealingwithcoworkers,butpassivelyinanother,aswhendealingwithhisorherspouse.Differentconditionsevokedifferentresponsesnotonlyfrompersontopersonbutalsofromthesamepersonatdifferenttimes,differentplaces,andunderdifferentcircumstances.Byextension,anyindividualmayfeelahighdegreeofself-confidenceinsomesituations,aswhen,forexample,heorshehasexpertiseinasubjectoraskillinatechnique,andmayfeelalowlevelofself-confidenceinothers,aswhen,forexample,heorshehaslittleexperienceinsocialrelationships.Asaresultofthisvariationinbehaviors,itisn'tappropriatetolabelapersonasassertive,aggressive,andsoforth,butratheronlythebehaviorthepersonexhibitsatanyonetime.
[Facilitator:Allowtimeforparticipantstoreadthehandoutandtodiscussquestionsraised.]
Self-ConfidenceasAssertivenessorasAggression
[Facilitator:DistributetheSelf-ConfidenceBehaviorshandoutnow.]
Self-confidencecantaketwodifferentbehavioralformsfromtwodifferentendsofaspectrum:asassertivebehaviorandasaggressivebehavior.Mostself-confidentbehaviortypicallyfallssomewherebetweenthetwoextremes.
Assertiveness
Assertivebehaviorleadstohonest,mutuallyrespectful,supportive,andcreativerelationshipsbyassumingthesevalues.
[Facilitator:ReadaloudthesectionoftheSelf-ConfidenceBehaviorshandoutrelatingtoassertiveness.]
Whenyou'reassertive,youuse"I-Language,"whichmakesitclearthatyouhavetakenownershipofyourbeliefsorfeelings."Ithink...""Ifeel...""Iwish...''"Inmyopinion..."Theseprefacessaythatyou'rereportingsomethingaboutyourself,notimposingyourbeliefsorfeelingsonanyoneelse,leavingroomfordifferencesof
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opinionsorjudgments,andyouareopentodiscussionordialogue."I"statementsconveythemind,heart,andspiritofassertiveness.
Youdon'thavetobeanexpertorskilledorthebestandthebrightesttohaveself-confidence.Assertivenesswhenyouarestandingonunfamiliargroundorhavelittleexperienceinsimilarsituationsisn'tnecessarilybravado.Itcomesfromtheself-confidencefoundinbeingsecureinyourselfandprovidesastrongbasisforrationalrisktaking.
Aggression
Aggressivebehaviorincontrastpreventsalloftheabove.Mostaggressivebehaviorintheworkplacereflectsanoverabundanceofself-confidenceratherthanalackofit.Thisbehaviormayormaynotreflectanyspecialknowledgeorskill;itusuallyreflectsvaluesandattitudesdevelopedovermanyyears.It'sbehaviorthathasworkedandhasproducedresults.Aswiselysaidbytheoldmaxim:Anyvirtuecanbecarriedtoextremes,andanyvirtuecarriedtoextremescanbecomeavice.
[Facilitator:ReadaloudthesectionoftheSelf-ConfidenceBehaviorshandoutrelatingtoaggression.]
Ifthefeedbackpeoplegiveyousaysthattheyseeyouasaggressive,theymean,inpart,thatyourlanguagegivesyouaway.Whenaggressivepeopleuse"I-Language,"itusuallyemphasizestheselfishnessorself-centerednessintheirbehavior,aswhentheysaythingssuchas"Iwant..."Moretothepoint,"You-Language"marksaggressiveness."Youare...''"Youdid...""Youshould...""Youshouldn't...""Yououghtto...""Yououghtnot..."Controloverotherpeopleistheendgame.Youneedtotakenoticeofthewayyoutalkwithpeoplebeforeyoucangetcontroloftheonethingyoushouldorcouldtrulycontrol:yourself.
Noneofthisnegatestherealpossibilitythataspecificperson's
aggressivenesshasitsrootsinsomepastexperienceoffeelingvulnerable,orofnotbeingassertive,orofoverreactingtosomepastnegativeemotionalexperience,threeexperiencesthatcouldgeneratealackofself-confidenceandproduceacompensatoryreaction.However,fewofushavesufficienttrainingtoseethroughafaçadeofaggressiontothehurtpersoninside.Wecandealonlywiththeoverbearingbehaviorasweexperienceit.
LowSelf-Confidence:PassivityorNonassertiveness
Passivebehavioroverarelativelyextendedperiodoftimeusuallyreflectshowapersonperceivesherself(alowlevelofself-esteemorbeliefinoneself),whichthenaffectsherlevelofself-confidence,herwillingnesstotakerisksortoassertherself.Themostcommonoutcomefromthislackofself-confidenceissocialityintheextreme,whichincludesbeinga"yesman."(However,anaggressivepersonmayoftenusethemaskof"yes-man"behaviortomanipulatepeople,abehaviormanypsychologistslabel"passive-aggressive.")Anothercommonpassiveresponseiswithdrawingintoashell.Dishonest,insincererelationsresultfromthefirstpassivepattern,socialityintheextreme.Thelackofopennessinthesecondpassivepattern,withdrawal,producesrelativelyfew,ifany,relationships.
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[Facilitator:ReadaloudthesectionoftheSelf-ConfidenceBehaviorshandoutrelatingtopassivitynow.]
Ifyougetfeedbackfrompeoplethattheyhearyouusealotof"You-Language,"whattheyheariscompliantandnonjudgmentallanguagethatmarkspassivity:"Youwant...""Youneed...""Youwish..."Tothemitseemsthatwhat"I''want,need,orwishisnotimportant.
Whatthey'lltellyouintheirfeedbackisthattheythinkyoudon'trevealyourneeds.Itseemstothemyoufearthatthey'lltakeadvantageofyou.Ontheotherhand,theyhearyouaskingtoknowabouttheirneeds,thatitseemsthatifyoudon'thelpsatisfytheirwishes,they'llnotlikeyou.
Peoplemightseethiskindofpassivebehaviorasa"lose-win"situationinwhichyou,ifyouexhibitpassivebehavior,alwayslose.However,ifthat'swhatyouthinkyouwantorneed,thenforyouatthatmoment,ifyouhaveourfriendshipneedsmet,orifyou'releftalone,youwillbelieveandfeelthatyouwintoo.Overtime,passivebehaviorhasbeenreinforcedbecauseithasachievedtheresultsyouwant.However,tobesuccessfulinachievingourgoalsthroughpassivebehaviormustbeaconsciouschoiceonyourpart.
LowSelf-Confidence:Laissez-FaireorWillinglyGivingUpControl
"Beinglaidback"oftencharacterizesthebehaviorwecalllaissez-faire,Frenchfor"leavealone"or"donothing."Laissez-fairebehaviorrepeatedoveraperiodoftimereflectsalowlevelofself-confidence,eventhoughthepersonmayrationalizehisorheractionswith,"Itrusteveryonetodotheirjobsanddothemwell."Intheextreme,thisbehaviorusuallysignifiespassivebehavior,withdrawingfromresponsibilityoraccountability.
Whenexhibitedbymanagers,thisstylemayseemlikeassertive,
democratic,orparticipativebehavior.Thedifferencebetweenlaissez-faireanddemocraticbehaviorsemergesfromthecontext,especiallyifthepersonyouneedorrelyonisn'tthereforyouwhenyouneedhim.Democraticbehaviorisparticipative,andthedemocratparticipatestoo.Notsothelaissez-fairepersonwithlowself-confidence,althoughheisnotlockedupinaproductiveshell.
Contrasttwodifferentmanagers'responsestothissituation.Topmanagementwantsyourengineeringunittodesignanewvalveforapumpthathasbeengivingcustomersproblems.Alaissez-fairemanagerwouldsay,"Topmanagementwantsyoutodesignthevalve"andleaveitatthat.Youflounderfromthelackofdirection,theprojectmissesitsstandardsordeadline,andthemanagerletsyoutaketheheat.Ontheotherhand,thedemocraticorassertivemanagerwouldsay,"Topmanagementwantsustodesignthevalve.Let'stakealookatwhatthatrequires."If,then,youdon'thappentomeetthestandardsordeadline,themanagertellstopmanagement,"Mypeoplegaveittheirbestshotbutwillneedmoretime."
Peoplecanspotthelaissez-fairequalityinourbehaviorbydishonestyaboutfeelings.They'llhearyousaythingslike"Ireallywantyoutosucceed,"butdo
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nothingtohelpthemwhentheyneedhelp.Insincereaboutroles,you'llsaythingsyouneverdo.
[Facilitator:ReadaloudthesectionoftheSelf-ConfidenceBehaviorshandoutrelatingtolaissez-fairebehaviornow.]
Iffeedbackfromotherpeoplesuggeststhatourbehaviorislaissezfaire,thatresultsfromconfusionaboutyouandwhatyouwant.Youprobablywilluseamixof"I-Language"and"You-Language,"whichconfusesmostpeople;itappearsthatyouhaveahighlevelofself-confidence,wheninfactyoudon't.Whenyousaysomethinglike,''Ithinkyoushouldtakecareofthisonyourown,"howshouldtheotherpersoninterpretwhatyoumean?Itmaysignalarealdesireforthepersontotaketheresponsibilityawayfromyou,ifyoushouldhaveatleastashareinthatresponsibility.Manymanagerspushresponsibilityoffontootherpeopleeventhough,intheend,theyareresponsibleforanythingtheirworkunitdoes.
"You'recompetentandcapable"maysignalyourconcernthatyouaren't."Dowhatyouwantorwhatyouthinkright"maysignalyourinabilityorreluctancetomakeadecision.Youseemtocareabouttheotherperson,but,infact,youarereallyprotectingyourself.Ifanythingtheotherpersondecidesordoesshouldbackfireorfail,you'relikelytosay,"Ihadnothingtodowithit.Itwasallyouridea."
Ifyou'regettingfeedbackthatyourbehaviorisanythinglikewe'vedescribed,youneedtomakeaseriousefforttoturnitaround.Youneedtosetgoalsthatwillleadyoutotakeresponsibilityforwhathappensaround,tomakeaccountableforyourownactions.Onewayyoucanbegintodothatistomonitorwhatyousaytopeoplethatyouwilldoandthenbesuretodothat.Anotherwayistoensurethatwhatyousaytopeopleissincere,thatyoutrulybelievewhatyousay.
LectureNotesPriortotheTeammateintheBarrelGroupActivity
InstructionstoParticipants
Inthisportionoftheexercise,youwillallparticipateinonewayoranotherwithinyourteamhereintheworkshop.Herearethescenarioandtheinstructions.
[Facilitator:DistributeInstructionsforTeammateintheBarrelhandoutnow.Thenreadtheinstructionsaloudandanswerquestionsabouttheexercise.]
Facilitator'sNotes
1.Distributeexercisematerials.
2.Sendteamstotheirbreakoutrooms(ifavailable)orhavethemassembleindifferentpartsofthemainmeetingroom.
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3.Takeeachteammemberasidebeforetheexercisebeginsforspecialcoachingonhowtocreatepressuresontheteammateinthebarrel.Examples:
TelltheElectricalEngineertoshoutorpoundthetablewhenaccusingthepersonofslackingoff,doanythingwithinreasontobeaggressive.
CoachtheMechanicalEngineertobepleasanttotheteammateinthebarrelbuttogetbetweenpeopleandtheteammateinthebarrel.Atthesametime,heorsheshouldnotberudeoroffensivetoanyone.
TelltheBuyertophysicallypullbackfromthegroup,sittingafootortwooutsidetheteam'scircle,nottoofferanyopinionsorsolutionstoproblems,buttoofferdisparagingremarksabouteveryone.
CoachtheProductionControllertobeveryrudeandjudgmental,disparagingeverythingeveryoneelsehastosay.
ProcessingQuestionsafterBothPartsoftheExercise
1.Howclosedidyourscorescometotheperceptionsotherpeoplehadofhowyouhandledthesituationwhenyouwereinthebarrel?
Typicalanswer:Thereweremanydifferences.
2.Whatdoyouthinkaccountsforthegapsinopinions?
Typicalanswer:Idon'tseemyselfthewayotherpeopleseeme,andIthinkIhandlepressuresituationsbetterthanIdo.
3.Ifyouarenotsatisfiedwiththeresultsofyourself-testorthefeedbackfromtheexercise,andthinkyouhaveroomforimprovement,whatstepsshouldyoutakeimmediatelytoachievebetterresultsinthefuture?
Therearenotypicalanswershere;peoplerespondintermsoftheresultstheyreceivedintheirfeedback.
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ScoringandInterpretationGuide
Giveyourselftwopointsforeachdanswerwithwhichyouagreecompletely(column1),onepointforeachanswerwithwhichyoumightagreesometimes(column2),twopointseachtimeyoudisagreecompletelywithanswersa,b,orc(column3).Totalthescoresforeachanswer:a,b,c,d.
Responsestodareassertiveresponses,whichsuggestself-confidence.Thetotalscoretoresponsedindicatesadegreeofassertivenessandself-confidence.
Score Interpretation
60 You'reanexceptionalperson,veryassertiveandextremelyself-confident.
5059 You'reaboveaverageinassertivenessandself-confidence.
4049 You'rereasonablyassertiveandself-confident.
3039 You'reaboutaverageinassertivenessandself-confidence.
2029 You'rebelowaverageinassertivenessandself-confidence.
below20
Youshouldcarefullystudyhowtobecomemoreassertiveandraiseyourlevelofself-confidence.
Responsesa,b,andcare,respectively,passive,laissez-faire,andaggressive.Agreementundersomecircumstances(column2)withthesethreeresponsessuggestsoneofthefollowing:
Youarelikelytofallbackonthisbehaviorwhenyou'reunderpressure.
Youcan'tdecideonyourpropercourseofactioninthosecircumstances.
Thatthebetterpartofvaloristodoastheresponsesuggests.
Regardlessofthereason,noneofthethreeresponsesisassertiveorreflectsagreatdealofself-confidence.Ascoreof15ormoreforresponsesa,b,andcdemonstratesacertainlackofself-confidencethatyoumaywanttobeefupbycomingtogripswithyourreasonsfornotchoosingtheassertiveresponse.
Disagreeingcompletelywithd,especiallywhenviewedinrelationtotheresponseswithwhichyoudidagreeinsomeway,alsosuggestsacertainlackofself-confidence.Contrarily,completedisagreementwithresponsesa,b,andc,especiallyifyouagreecompletelywithresponsed,strengthensyouropinionconcerningyourpositiveassertivenessandself-confidence.
MarkyourscoreswithanXontheappropriateplaces.Forexample,ifyouscoredveryhighonassertiveness,forexample,50,placeanXonthehorizontalaxisfartotheleftoftheverticalaxis.IfyouscoredverylowonLaissez-faire,placeanXontheverticalaxisclosetothejunctionoftheverticalandhorizontalaxes.DothesameforPassiveandforAggressive.
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Exercise12.2ManagingtheChallengestoMySelf-Confidence
Instructor'sNotes
Thisexerciseisdividedintofourparts:twoindividualactivitiesandtwogroupactivities.Becauseitmaybetoolongtouseinashortworkshop,IhaveaddedExercise12.3,BuildingSelf-Confidence,asaalternativetoExercise12.2.
Note:Thisexerciseworksbestwithanintactteamorwithworkshopgroupsthathavebeeninteractingwithoneanotherforatleastonedayduringwhichtheparticipantswillhavehadanopportunitytobuildlevelsoftrust.
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeableto:
Identifythevarietyofdifferentchallenges(needstochange)thataffecttheirself-confidencenegatively.
Takefeedbackfromotherpeopleastothestrengthstheyseeandsuggestionsforchange.
Applyanactionplantoincreasetheirlevelsofself-confidence.
Self-ManagementSkillsInvolved
Risktakingandtrust
Decisionmaking
Openness,honesty
Respectforothers
Communication,especiallygivingandreceivingfeedback
Requirements
Time: Approximatelyninetyminutes
Materials:Flipchart,multicoloredmarkers,maskingtape
InstructionsforStrengths,Challenges,andBarriersCharthandout
Strengths,Challenges,andBarriersChartworksheet
InstructionsforSelf-ConfidenceActionPlannerhandout
SampleSelf-ConfidenceActionPlanner
Self-ConfidenceActionPlannerworksheet
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Preparation:Photocopythehandouts,worksheet,andsample.
RoomSetup:
Allowforpeopletotalktooneanotherfacetoface.Teamsshouldbenomorethansixpeople.
LectureNotes
Self-confidenceislearnedbehavior,usuallyexpressedasassertiveness.Youbuildself-confidencebyrecognizingyourstrengths,acknowledgingwhataboutyourselfyoucannotchange,andconfrontingthechallengestoyourself-confidence.Themoreyoufeelsecureinyourselfandyourabilitytomanageyourstrengthsandusethemformeetingyourchallengesheadon,thegreaterwillbeyourself-confidence.Aswithanythingelseinself-management,increasingself-confidencetakesplanning.
[Facilitator:DistributeInstructionsforStrengths,Challenges,andBarriersCharthandoutandStrengths,Challenges,andBarriersChartworksheetnow.]
Thefirstpartofthisexerciseasksyoutoidentifyyourstrengths,tomakealistofqualitiesorcharacteristicsyouthinkareeffectiveinhelpingyoumanageyourlife.Astrengthmaybeassimpleas''Iamanadult,"asimportantas,"IbelieveIhaverightstomybeliefs,values,andopinions,"orassophisticatedas"IhaveadesiretosucceedinwhatIdo."Strengthsarethesourceofself-confidence,andthebasisonwhichyoucanmanagethechangesyouneedtomake.
However,youmaynotbeasawareofallyourstrengthsasyouthinkyouare.Infact,peopletypicallyunderplaytheirstrengths,shortchangethemselveswithrespecttotheirrights,anddenythemselvestheabilitytosatisfytheirneedsorwants.Youneedfeedbackfromotherpeoplethathelpsyouseeyourselfthroughtheir
eyes.Gettingfeedbackaboutyourstrengthsshouldbequiteaneye-openerforyou.
Second,theexercisewillalsoaskyoutomakealistofallthequalitiesorcharacteristicsthattheythinkgetinthewayofyourself-confidencebutaboutwhichyoucandonothing.Let'ssay,youthinkyourheightworksagainstyou,andyouwishyoucouldbetaller.Shortofsurgicallyreplacingbonesinyourlegs,youcan'tdoanythingaboutthat.Or,sayyouthinkyourgenderworksagainstyou,andyouwishyoucouldbetheothergender.Again,shortofsurgery,youcan'tdoanythingaboutthat,either.Whenyoucandonothingaboutrealities,youhavetoacceptthemandworkaroundthem.
Third,theexerciseasksyoutolistthechallengestoyourself-confidence,thethingsinyourlifeoraboutyourselfyouwouldliketochangeandthatyoucanchange.Forexample,ifyoucanchangethem,youmightfeelmoreself-confident.Infact,changingthosethingswillinthemselvesbeactsofbuildingself-confidence.However,asinanyotherplanningsituation,youmustlookfortheobstaclesorbarriersthatcanstandinyourway.
Oneexampleofachallengeis"MyinabilitytoassertmyselfwithmybosswhenIknowhe'swrong."IfIwanttochangethat,abarrierthatcouldgetinthewayofdoingsomethingaboutthisis"myboss'stemperandmyfearofconfrontation."I
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mightnotbeabletodoanythingaboutmyboss'stemper,butIcandosomethingaboutmyfearofconfrontation.So,whatdoIhavetodoformyselftoovercomethatbarrier?
Thefirststepwouldbetosetagoalforovercomingthebarrier.What'sthetargetforchange?Forexample,Imightsay,"Bytheendoftheweek,IwillpresentashortreporttomybossonthesubjectonwhichIdisagreeandinwhichIbuildastrongcase."Buildingastrongcaseisoneobjectivetowardthatend,andwritingthereportisthesecondobjective.Confidenceinmycasecontributestoconfidenceinmyself,andputtingitinwritingreinforcesthatconfidence.Theonlythinglefttodoistoaccepttheresponsibilitytomakethatpresentation.
[Facilitator:DistributetheInstructionsforSelf-ConfidenceActionPlannerhandout,theSampleSelf-ConfidenceActionPlanner,andtheSelf-ConfidenceActionPlannerworksheetnow.]
Manypeoplefindthatthelackofaplanistheenemyofaction,andthelackofactionistheenemyofaplan.Completinganactionplantofaceuptoourchallengesboostsourself-confidence.Notallplansworktotheirfullest,butatleastweknowwhatwemightorcoulddo.Wehaveaplacefromwhichtostart.
Wehavetoconsidertheresourcesatourdisposaltohelpusovercomeourchallenges.Webeginwiththestrengthswecanexertinmeetingthischallenge.Weidentifytheresourcesweneedforovercomingourchallengesbutdonothave,suchasawillingnesstoconfrontotherpeople.Thelackofaresourceisalsoabarrier.Ifwedon'tthinkabouttheresourcesweneedorthebarriersweneedtoovercome,ourplancan'thelpuspreventobstaclesfrombarringourefforts.
Noteverychallengeinlifehasequalimportancewitheveryotherchallenge.Infact,somechallengesmaynothaveenoughpayoffto
makeitworthwhiletoattackthemnow.If,forexample,thedisagreementwithmybossisoveratrivialmatter,suchaswhocleansthecoffeepotintheevening,wouldriskingaconfrontationoverthatbeasbeneficialasdealingwithamajorsalescampaignwithwhichIdisagree.Wehavetodecidewhichofourchallengeswillprovideussufficientpayoffandwhichwillnot.
Talkingwithotherpeoplecanhelpusrisetoourchallenge.Ifothersthinkourplanisagoodone,theirpositivefeedbackboostsourself-confidence.Ifpeoplethinkwecandootherthingstorisetoourchallenge,andweaccepttheirsuggestions,theirsupportgivesachargetoourself-confidence.Thewholefeedbackprocesstendstoliftpeople'sfeelingsaboutthemselves.
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SampleSelf-ConfidenceActionPlanner
CHALLENGE
ChangeGoal:
Bytheendoftheweek,IwillpresentashortreporttomybossonthesubjectonwhichIdisagreeandinwhichIbuildastrongcase.
Milestones:
1.Buildastrongcase.
2.Writethereport.
3.Accepttheresponsibilitytomakethepresentation.
ResourcesNeeded(bothavailableandnotavailable)thatwillhelpmemakethechange:
1.Salesreportsforlastyearatthistime
2.Dataconcerningmarketchangesthisyear
3.Spreadsheet
Barriers(Whatcangetinthewayofmakingthechange):Dataconcerningmarketchangesthisyearmaynotbeuptotheminute.Therefore,providemostrecentdataavailable.
ActionSteps(WhatIhavetodotoeffectthechange):
1.Gatherthedata.
2.Enterdataintospreadsheets.
3.Developthereport.
4.Passtomycolleagueforreview.
5.Makechangesifnecessary.
6.Practicethepresentationwithmycolleagueandgetfeedback.
7.Makeanappointmentwiththechief.
8.Makethepresentation.
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Exercise12.3BuildingSelf-ConfidenceFollow-UpActivity
Instructor'sNotes
Inashortworkshop,insteadofhavingtheparticipantsworkthroughthedetailedandlongExercise12.3,ManagingtheChallengestoMySelf-Confidence,usethisfollow-upactivityasawayforparticipantstoincreasetheirself-confidenceontheirown.
LearningObjectivesandOutcomes
Bydoingtheseactivitiesparticipantswilltakestepsto:
Identifyandreinforcetheirstrengths.
Identifyareasinwhichtheyneedtoimproveinordertoincreaseself-confidence.
Getfeedbackfromotherpeopleabouttheirperceptionsoftheparticipants'self-confidence.
UsetheEIAGModelforchangingareasinneedofimprovementandmakingwantedchanges.
Self-ManagementSkillsInvolved
Risktakingandtrust
Decisionmaking
Openness,honesty
Respectforothers
Communication,especiallygivingandreceivingfeedback
Requirements
Time: Thirtyminutestoprepareparticipantsforthetake-homeassignment
Materials: InstructionsforBuildingSelf-Confidencehandout
TheEIAGModeloverhead
Equipment: Overheadprojectorandscreen
Preparation:Photocopythehandout.
Maketheoverhead.
RoomSetup:
Anyclassroomarrangement
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LectureNotes
[Facilitator:DistributetheInstructionsforBuildingSelf-Confidencehandoutnow.IfyouhavenotreadChapter1andtheexplanationoftheEIAGModel,readitnoworreviewitifyouneedto.]
Peopledoavarietyofthingstoincreasetheirself-confidence.Mostcommonlytheyfindotherpeopletheytrustandwhoarewillingtohelpthembygivingthemfeedback.ThisincludeswhatIcall"thepersoninthemirror"yourreflectionofyourself.Getfeedbackfromwatchingyourselftalktothemirror:yourfacialexpressions,yourhandgestures.Dothesameassessmentbylisteningtoyourselftalkingonataperecording.Feedbackisn'tcriticism,it'sinformationabouthowweappeartootherpeoplethatwecanusetomakeeffectivebehaviorchangesthatincreaseself-confidence.
[Facilitator:Ifyouhaven'tprovidedtheparticipantswiththeElAGModelbefore,dosonow.USEtheElAGModeloverhead.]
AnothereffectivedeviceisanassessmentmethodcalledEIAG.Theacronymstandsfor:
Experience
Interpretation
Analysis
Generalization
Whenyouundergoanexperiencethatleavesyouunsettledastowhatyousaidordid,howyousaiditordidit,youassesswhathappened.Startbydescribingtheexperiencetoyourselfasobjectivelyaspossible.Thisdescribeswhathappened.Forexample,"MycolleaguesaidIfailedtosupportherduringherpresentation."
Theninterpretthatexperiencebyaskingyourselfhowyoufeltaboutit.Thisdescribeshowyoufeelaboutthatkindofexperienceandislikelytoreflectyourvaluesoryourattitudeswhensomethinglikethathappens."Whenshesaidthat,Ibecameangry."
Next,analyzewhathappenedbyanswering"Why?"questions.Determiningwhyyoufeelasyoudohelpsexplainyourvaluesorattitudes."IgetangrywhensomeoneaccusesmeofsomethingIdon'tthinkIdid."
Finally,generalizetodecideonhowtomakeachangeinhowyoureactundersuchcircumstances.Youmightsay,forexample,"Inthefuture,beforeIgetangry,IwillaskwhatIdidtoleadthepersontothinkIwasunsupportive."
[Facilitator:ReadInstructionsforBuildingSelf-Confidencealoud.]
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13Self-Esteem/Self-RespectBytheendofthischapter,youwillbeabletofacilitatethreeexercisesforhelpingtheparticipantsincreasetheirself-esteem/self-respectby:
Identifyingbehaviorsgenerallyassociatedwithself-esteem/self-respect
Recognizinghowtheirownbehaviorsexhibitself-esteem/self-respect
Takingstepsforbuildingontheirstrengthsandimprovingtheirself-esteem/self-respect
Exercise13.1WhatIlikeandDon'tLikeaboutMyself
Instructor'sNotes
Thistwo-partexerciseworksbestwithanintactteamorwithworkshopgroupsthathavebeeninteractingwithoneanotherforatleastonedayduringwhichtheparticipantswillhavehadanopportunitytobuildlevelsoftrust.
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LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeableto:
Identifytheperceptionsandfeelingsthatindicatetheirlevelofself-esteem/self-respect.
Relatefeedbackfromotherpeopleabouthowtheyappeartothosepeople.
Applyanactionplantoincreasingtheirlevelsofself-esteem/self-respect.
Buildself-esteem/selfrespect.
Self-ManagementSkillsInvolved
Risktakingandtrust
Decisionmaking
Openness,honesty
Communication,especiallygivingandreceivingfeedback
Requirements
Time: Approximatelyonehour
Materials: Flipchart,multicoloredmarkers,maskingtape
Paperandpencils
InstructionsforWhatILikeandDon'tLikeAboutMyselfhandout
WhatILikeandDon'tLikeAboutMyselfworksheet
InterpretationGuideforWhatILikeandDon't
LikeAboutMyself
Preparation:Photocopythehandout,worksheet,andinterpretationguide.
RoomSetup:
Allowforpeopletotalktooneanotherfacetoface.Teamsshouldbenomorethanfourtosixpeople.
LectureNotes
Self-esteemandself-respect,whichinthecontextofself-managementaresynonymous,arefeelingsaboutourselvesthatareexhibitedinbehaviors,suchaswhenweacceptnegativefeedbackoradmitmistakeswemake.Whatconstitutesself-esteem/self-respectvariesfrompersontoperson,andfromtimetotimeforeachperson.Experiences,skills,knowledge,aptitudes,interest,groupmembership,ourownresponsestoeverything,allthesethingsaffecthowwefeelaboutourselves.
Frequently,asadults,westillremaindependentonotherpeople'sperceptionsandfeelingsaboutustomaintainoursenseofimportanceorworth.Howothersreacttousmakesusfeelgoodorbadaboutourselves.
Lowself-esteem/self-respectcomesfrommanydifferentsources.Self-esteemandself-respectcanbeaffectedbynegativechildhoodexperiences,alackofpositive
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reinforcementthroughoutourgrowingyears,beingdeprivedofloveandaffection,alackofcaringonthepartofsignificantothers,ourphysical,intellectual,orpsychologicallimitations,andourownfailures.
Feelingsaboutourselvescanalsochangewithtimeandexperience.Highlevelsofself-esteem/self-respectcanbeloweredbybadexperiences.Lowlevelscanberaisedbygoodexperiencesorbydeliberateexercise.Intheend,however,howwefeelaboutourselvesdependsonus.
Theonlypersonwhoreallymatterstomeisme.Wecan'tpleaseeveryone,andweshouldn'teventry.Wecanpleaseourselves,andthatmeansdefiningwhoweareanddecidingwhetherornotthat'swhowewanttobe.
[Facilitator:Distributetheinstructions,worksheet,andinterpretationguideforWhatILikeandDon'tLikeAboutMyselfnow.Readtheinstructionsaloud.]
InstructionstoParticipants:IndividualExercise
Thisexercisewillhelpyouidentifytheperceptionsandfeelingsthatindicateyourlevelofself-esteem/self-respect.
1.InthehandoutWhatILikeandDon'tLikeAboutMyselfworksheet,putacheckmarkatthenumberofeachitemwithwhichyouagree.Itismostlikelythatifyoucheckanitemintheonecolumn,youwillnotcheckitscontraryoroppositeintheothercolumn.Forexample,ifyoucheck''Ifeeloptimisticaboutmyfuture,"youwon'tcheck"Iusuallyfeelpessimistic."
2.Adduptothreeitemsyouthinkshouldbeincludedonthelists.
3.Rateeachitemyoucheckedonascalefromonetofive,wherefive
meansthemosttoyouwithregardtohowyoufeelaboutyourself.Forexample,ifyouratetheitem"Ibelieveinmyselfasaperson"asafive,youaresayingthatbeliefinyourselfcontributestoyourfeelingsofself-esteem/self-respect.Ifyouratetheitem"Iusuallyfeelpessimistic"asafive,youaresayingthatyourfeelingsofpessimismcontributestoyourlackofself-esteem/self-respect.
4.Totaltheratingsineachcolumn.
5.Readtheinterpretationsthatfollowthetables.
6.Youhavethirtyminutestocompletethisindividualactivity.
InstructionstoParticipants:GroupActivity
1.Asagroup,discusstheitemsinbothlistsofthetable.
2.Explainwhyyouthinktheitemsinthefirstcolumnthatyouratedwithfivearesoimportantorsovaluable.
3.Explainwhyyouthinktheitemsinthesecondcolumnthatyouratedwithafivearesounimportant.
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4.Electascribe/reporter.
5.Asagroup,defineself-esteem/self-respect.
6.Listthreeormoreinsightsorconclusionsthatyou,asagroup,havedrawnfromthisexercise.
7.Therearenorightorwronganswerstoanythinginthisexercise.
8.Youhavethirtyminutestocompletethisgroupfeedbackactivity.
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InterpretationGuideforWhatIlikeandDon'tlikeaboutMyself
WhatILike WhatIDon'tLike
Extremelyhighlevelofself-esteem/self-respect
210225(ormore)
Below98
Highlevelofself-esteem/self-respect
170209 98118
Moderatelyhighlevelofself-esteem/self-respect
140169 119139
Moderatelylowlevelofself-esteem/self-respect
119139 140169
Lowlevelofself-esteem/self-respect
98118 170209
Extremelylowlevelofself-esteem/self-respect
Below98 210225(ormore)
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Exercise13.2WhatIFearinSocialSituations
Instructor'sNotes
Fearcontributestoloweringself-esteem/self-respect,andfearsshowedupinExercise13.1insuchchecklistitemsas"Idon'tlikespeakinginpublicorinagroup."Thecausesoffearsaretoonumeroustomentionandprobablyoutofplaceunlesstheexerciseisledbyaclinicalpsychologist.
Sincetheissuesinthisexercisemaybeverysensitive,peoplemaynotwanttoexploretoofarbeyondconcernssuchas"fearofpublicspeaking."Don'tpushanyonetogodeeperthanheorshewantstogo.Explainthattheexerciseintheworkshopispracticeforwhattheparticipantscandoontheirown,forthemselves,asfollow-uptotheworkshop.
Notealsothatthisexerciseworksbestwithanintactteamorwithworkshopgroupsthathavebeeninteractingwithoneanotherforatleastonedayduringwhichtheparticipantswillhavehadanopportunitytobuildlevelsoftrust.
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeableto:
Identifysomeofthefearsthatcontributetoloweringtheirself-esteem/self-respect.
Identifyareasinneedofchangetoeliminateorreducethenegativeeffectsoffearontheirself-esteem/self-respect.
Takefeedbackfromotherpeopleastothestrengthsothersseeinthemandsuggestionsforchange.
Createandapplyanactionplantoincreasingtheirlevelsofself-
esteem/self-respect.
Self-ManagementSkillsInvolved
Risktakingandtrust
Decisionmaking
Openness,honesty
Respectforothers
Communication,especiallygivingandreceivingfeedback
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Requirements
Time: Approximatelyninetyminutes
Materials: AttackonMyFearsworksheet
SampleSelf-Esteem/Self-RespectActionPlanner
Self-Esteem/Self-RespectActionPlannerworksheet
Preparation:Photocopytheworksheetsandsample.
RoomSetup:
Allowforpeopletotalktooneanotherfacetoface.Teamsshouldbenomorethanfourpeople.
LectureNotes
Fearisastrangeemotion,withbothupsidesanddownsides.Sometimesfeargeneratesflight,othertimesitgeneratesfight.Whatfrightenssomepeopleexhilaratesothers.Fearcausesalossofself-esteemandself-confidence,andalowlevelofself-esteemandself-confidencecausesfear.Asdegreesalongacontinuumfromordinaryfearsatoneendtocowardiceattheother,fearscanfurtherourlife'splansordestroythem.Howfearsaffectusandhowwemanagethemdeterminesourabilitytosucceed.
Alifewithoutordinaryfearswouldbeverydangerousandshort.Fearskeeppeoplefromtakingtotallyirrationalriskswiththeirownandotherpeople'slives.Theypreventcrime,theypreventaccidents,andtheypreventpeoplefromkillingthemselves.That'stheupsideofordinaryfears.But,obviously,sincecrimes,accidents,andsuicideshappen,fearisn'talimitingfactorineveryone'slife.
Ordinaryfearsarethereforeavirtue,butanyvirtuecarriedto
extremescanbecomeavice.Thedownsidesoffearsarethattheypopupatthewrongtime,atthewrongplace,orforthewrongreasonandthattheycanincapacitateus.Insocialsituations,theycanruinourcareer,ourfamily,andfriendships.
[Facilitator:DistributeAttackonMyFearsworksheetnowandreadaloudthefollowinginstructions.]
InstructionstoParticipants:IndividualActivity
Thisexerciseisdesignedtohelpyouidentifyyoursocialfearsandfindwaystomanagethem
1.IntheAttackonMyFearshandout,identifywhatthreethingsinsocialsituationsyoufearmost.Forexample,youmightwrite,"Afraidofspeakingupatameeting."
2.Afteridentifyingafear,andbeforelistinganotherone,brieflyexplainwhatyouthinkwouldhappeninthatsituation.Tofollowthroughontheexample,youmightwrite,"Imightsaysomethingeveryonethinksisstupid."
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3.Afterexplainingwhatyouthinkwillhappeninthatsituation,explainwhyyoufeelthatway.Pertainingtotheexample,youmightsay,"IthinkIhavetheleastexpertiseinthegroup."
4.Youhavetwentyminutestocompletethisactivity.
5.Whenyou'refinished,youwillhaveabaselineofinformationyoucanusefordevelopinganactionplanformanagingthosefears.
InstructionstoParticipants:GroupActivity
1.Electatimekeeper/scribewhowillkeepthegrouponschedule,whowilltakenotesattheendoftheexercise,andwhowillreporttotheclasswhattheteamlearnedfromtheexercise.
2.Afterparticipantshavefinisheddescribingtheirthreemostsignificantfears,eachpersoninthegroupwilltakeaturnexplainingthefearheorshethinksismostimportanttomanage.Forexample,saysomeonelisted"Ifearspeakingupinthegroup"asherfirstfearandthethirdoneas"IfearbeingquestionedaboutwhatIknow,"andshethinksthethirdoneismoredebilitatingandmorethreateningtohercareerthanthefirstone,discussthatfearwiththegroup.
3.Discussionsshouldfocusnotonthefearitself,butratheronwhythepersonfeelsthatwayandwhateveryonethinksheorshecandotoovercomethefear.Relatedtotheexampleagain,saythepersonclaimssheisafraidpeoplewillfindoutthatsheisn'tasexpertastheothersinthegroup.Inthiscase,youmighttalkabout(1)whatthepersondoesfeelexpertaboutthatcancontributetoorinfluencethegroup,and(2)whatthepersoncandotoletotherpeopleknowaboutit.
4.Helpthepersonidentifyawell-designedactionplan,liketheoneintheSampleActionPlanner,fordealingwiththatfear.
5.Afterallteammembershavehadachancetotalkabouttheirmostimportantfears,discusswhattheteamlearnedfromthisactivity,threeormoreinsightsyourscribewillwriteonaflipchartandpresenttotheclass.
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SampleSelf-Esteem/Self-RespectActionPlanner
MostImportantFear:
ChangeGoal:Bytheendofonemonth,Iwillexpressatleastoneopinionineveryweeklymeeting.
Milestones:
1.SpeakupatthefirstmeetingafterthisworkshopandaskforfeedbackfrompeoplewhoknowwhatI'mtryingtoaccomplish.Iexpecttofeelverytenseatthismeeting.
2.SpeakupatthesecondmeetingandaskforfeedbackfrompeoplewhoknowwhatI'mtryingtoaccomplish.Ishouldfeelmorecomfortablethistime.
3.Speakupatthethirdmeetingandgetmyfeedbackfromvisualorverbalcues.IshouldfeelevenmorecomfortablenowthanIdidinthepreviousmeeting.
4.Speakupatthefourthmeetingandgetmyfeedbackfromvisualorverbalcues.ishouldbeveryrelaxedbynow.
ResourcesNeeded(bothavailableandnotavailable):Appropriateinformationaroundwhichtoformopinions.
Barriers:Myownfear.
ActionSteps:
1.TalkwithmyofficemateaboutwhatI'mattemptingtodotoovercomemyfearofspeakingupinthegroup.
2.Attendthefirstmeetingaftertheworkshopandsitnexttomyofficemate.
3.Imayhavetoforcemyselftospeakup,andnomatterhowI
presentmyopinion,pressonuntilI'mthroughdoingit.
Howhasdesigningthisplananddiscussingitwithmyteammatesaffectedmyself-esteem/self-respect?
Atthemoment,IstillfeelqueasyaboutwhatIintendtodo,buttalkingitoverwithotherpeopleandhearingthattheytoohavesomeproblemsexpressingthemselvesinagrouphashelpedmefeelbetteraboutmyself.TheythinkIcandoit,andthatencouragesmetothinkIcanalso.
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Exercise13.3WhatMakesMeMe
Instructor'sNotes
Mostpeopledon'tliketobrag,butastheysayinTexas,''Everyonehasbraggin'rights."Additionally,mostpeoplehavedifficultyacceptingcompliments.Theygetthis"Awshucks"lookontheirfacesordismissthecomplimentwith,"It'snothing,really."Thisexerciseisdesignedtohelpstudentsaccepttheirpositivequalitiesandtoacceptcomplimentsfromothers,bothofwhichhelptobuildself-esteem/self-respect.
Thisexerciseworksbestwithanintactteamorwithworkshopgroupsthathavebeeninteractingwithoneanotherforatleastonedayduringwhichtheparticipantswillhavehadanopportunitytobuildlevelsoftrust.
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeableto:
Identifysomeofthepersonalqualitiesthatcontributetotheirself-esteem/self-respect.
Takefeedbackfromotherpeopleastothestrengthstheysee.
Self-ManagementSkillsInvolved
Decisionmaking
Trust
Communication,especiallygivingandreceivingfeedback
Requirements
Time: Approximatelyforty-fiveminutes
Materials:Paperandpencils
Flipchartandmulticoloredmarkers
RoomSetup:
Allowforpeopletotalktooneanotherfacetoface.Teamsshouldbenomorethansixpeople.
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LectureNotes
SomethingOprahWinfrey,TVandmoviepersonality,saidfitsnicelywithourtheme."Themoreyoupraiseandcelebrateyourlife,themorethereisinlifetocelebrate.Themoreyoucomplain,themoreyoufindfault,themoremiseryandfaultyouwillhavetofind."1
Peopleoftenfailtocelebratewhatisgoodandadmirableaboutthemselves.Theyalsotendtothrowawaycompliments.
Someonesaystoawoman,"That'sabeautifuldressyou'rewearing."Andshe'slikelytoanswer,"Thisoldthing?"
Someonemighttellaperson,"IthinkyourpresentationtotheExecutiveCommitteewasgreat."Heislikelytoanswer,"Well,Ihadalotofhelpfrommyassistant."
Peoplefinditdifficultjusttosaythankyouortoacknowledgethecompliments.Thosecivilitiesseemtrivial,butthey'renot.Theyreflectaformofmodestythatmayornotbegenuine.Thankyouandacknowledgment,ontheotherhand,expresswhatwereallyfeelwhenwe'recomplimentedpleasedthatwe'vebeenrecognizedforsomethinggoodoradmirableinourselves.
Failuretorecognizewhatisgoodandadmirableinourselvesbreedsanongoingattackonwhatisinfactgoodandadmirable.Everyonehas,astheysayinTexas,"Braggin'rights."
Thatdoesn'tmeanthatweshouldgoaboutbraggingtoeveryoneabouteverythingwedo,butweshouldtakethetimetobragmostofalltoourselves.Whentheopportunitypresentsitself,weshouldalsomakethemostofcomplimentswereceive.Asimple"Thankyou,I'mgladyounoticed"makestheotherpersonfeelgood,too.
Webaseourlife'ssuccessonthebacksoflittlesuccesses.Webuildouroverallstrengthonthebacksofsmallerstrengths.Outofthisself-
acknowledgment,webuildourself-esteem/self-respect.
InstructionstoParticipants:IndividualActivity
1.Makealistofpositivestatementsaboutsomepersonalcharacteristic,trait,orskillthatyouthinkrepresentsyouinthebestpossiblelight.Bragalittle.Don'tusewordssuchas"IthinkIam..."or"IfeelIcan..."
2.Usesentencesthatbeginwith"Iam..."and"Ican..."Forexample,youmightsay,"IfeelgoodaboutthefactthatI'mopentootherpeople'sopinions.''Or,"Iamverycreativeinmywork."
3.Writeasmanyofthesesentencesasyoucaninfiveminutes.
1InQuotationsfromWomenonLife,RosalieMaggio,compiler(Paramus,N.J.:Prentice-Hall,1997)64.
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InstructionstoParticipants:GroupActivity
1.Eachpersongetsaturnatreadinghisorherlist.
2.Anyoneinthegroupmayaddanythingcomplimentaryheorshethinksthepersonmayhaveleftout.
3.Afterallteammembershavediscussedtheirlists,electsomeonetowritetheoutcomesofthenextdiscussion.
4.Asagroup,identifythreeormorethingsyoulearnedfromthisexercise.
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Follow-UpActivitiesforIncreasingSelf-Esteem/Self-Respect
Instructor'sNotes
ProvidetheparticipantswiththisopportunityaftertheyhavecompletedeitherExercise13.1or13.2orboth.
LearningObjectivesandOutcomes
Bydoingtheseactivitiesparticipantswilltakestepsto:
Identifyandreinforcetheirstrengths.
Practiceexpressingtheirself-esteem/self-respect.
Self-ManagementSkillsInvolved
Risktakingandtrust
Decisionmaking
Openness,honesty
Communication,especiallygivingfeedbackinavarietyofways
Requirements
Time: Thirtyminutestoprepareparticipantsforthetake-homeassignment
Materials: InstructionsforFollow-UpActivitiesforBuildinghandoutSelf-Esteem/Self-Respecthandout
Preparation:Photocopythehandouts.
RoomSetup:
None
LectureNotes
[Facilitator:DistributeInstructionsforFollow-UpActivitiesforBuildingSelf-Esteem/Self-Respectnow.]
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Sometimes,whenwefeellowestaboutourselves,whenourself-esteem/self-respectisinthedumpster,ithelpstoreadinspirationalbooksandquotes.However,aswithanythingelsethatpeopletoutasaquickfixforaproblem,bewareoftheglibandeasysolutions.Readthesebooks,but,inthewordsofwriterEttyHillesum,"Lifecannotbecapturedinafewaxioms...forlifeisfullofendlessnuancesandcannotbecapturedinjustafewformulae."2
Readinginspirationalbookscanhelpustoencourageself-esteem/self-respect,especiallyiftheyprovideuswithideasthatwecanconvertintoapersonalmotto,athoughtthatwecanuseasabannerthatreflectswhoweareorwhatwewanttoaccomplishinourlives.
[Facilitator:ReadaloudInstructionsforFollow-UpActivitiesforBuildingSelf-Esteem/Self-Respectnow.]
2EttyHillesuminQuotationsfromWomenonLife,RosalieMaggio,compiler(Paramus,N.J.:Prentice-Hall,1997)32.
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14DriveBytheendofthischapter,youwillbeabletofacilitatethreeexercisesthatwillhelptheparticipantsfindthesourcesofenergywithinthemselvesthattheyneedtobecomeself-managed.
Exercise14.1TheWellnessFactor
LearningObjectiveandOutcome
Bytheendofthisexerciseparticipantswillbeabletoidentifywaysofmaintainingtheirphysicalfitness.
Self-ManagementSkillsInvolved
Decisionmaking
Listeningtosuggestionsfromotherpeople
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Requirements
Time: Approximatelysixtyminutes
Materials: Paperandpencils
Flipchartandmulticoloredmarkers
InstructionsforCompilingFitnessProfileshandout
Preparation:Photocopythehandout.
RoomSetup:
Allowforpeopletotalktooneanotherfacetoface.Teamsshouldbenomorethansixpeople.
LectureNotes
"EnergyisbeautyaFerrariwithanemptytankdoesn'trun."1TheAmericandesignerElsaPerettisumsuptheideaofdrivewiththatonestatement.Andyoucanthinkofenergyinseveralforms,especiallyasphysicalenergy,emotionalenergy,andcreativeenergy.Self-managedpeoplederivetheirdrivefromallthreeformsofenergy.
Physicalenergyisthegasinthetank.BenjaminFranklin'shomily,"Earlytobed,earlytorise,makes[aperson]healthy,wealthy,andwise,"offersgoodadvice.Agoodnight'ssleep,anappropriatemethodforrelaxinginthemiddleofastressfulsituation,aregularlyscheduledtime-outfromtherigorsoftheday,week,month,oryearalltheserenewyourenergy.Likewise,awell-balanceddietwithpropernutritionkeepsthebodygoingstrong.Feelingaliveisasimportantasbeingalive.
Emotionalenergycomesfromhavingapassionforlife,forourcareers,forourfamilies,andfortheworldaroundus.It'sourambition
ourresolutiontosucceed.Self-managementisinitselfapassionforlife.Itstrengthensourwillingnesstoconstantlystretchbeyondourselvesinthepresentinordertorealizeasatisfyingfuture.
Creativeenergyexpressesthephysicalandemotionalzealwithwhichwemanageourlives.Doingsomethingdifferently.Doingsomethingnew.Exploringtheunknown.Takingrationalrisks.Facingthefutureenthusiastically,withthedesiretocreatechange,notmerelytomanageit.Thefutureiswhatwecreate,notsomethingthathappenstous.
DriveisthefuelthatturnsusintoaFerrari.
InstructionstoParticipants
Listyourownsuggestionsforstayingphysicallyandemotionallyfit:fitnessprofiles.Afteryoucompleteyourfitnessprofiles,listentooneanother'ssuggestions,adding
1ElsaPeretti(1940),quotedinQuotableBusiness:Over2,500Funny,Irreverent,andInsightfulQuotationsAboutCorporateLife,LouisE.Boone,compiler(NewYork:RandomHouse1992),132.
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theirsuggestionstoyourswhereyoumighthavemissedsomethingyounowthinkwillinfacthelpenhanceyourfitnessprofiles.
Afterdiscussingyourprofilesforfifteenminutes,rateyourselfonascaleofonetofive,whereonemeansneverdoandfivemeansalwaysdo,astohowmuchofyoursandotherpeople'ssuggestionsyouactuallypractice.Somepeoplediscoverthattheyrarelyfollowtheirownadvice,frequentlyratingtheirownsuggestionslessthanfive.Theyalsofindthattheydothingstoenhancetheirownfitnesswithoutevenrealizingit,whentheyrateotherpeople'ssuggestionsfromthreetofive.
Inthefinalpartoftheexercise,eachteamwilllistthethreemostimportantsuggestionsforenhancingphysicalfitnessandthreemostimportantsuggestionsforenhancingemotionalfitness.Theoutcomewillbealistofsuggestionsallofyouconsidertobethemostvaluablemethodsforenhancingyourdrivetowardsuccess.
[Facilitator:DistributeInstructionsforCompilingFitnessProfilesnow.]
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Exercise14.2MakingUseofYourCreativeEnergy,Part1
Instructor'sNotes
Thisisatwo-partexercise:anindividualactivityandalargegroupactivity.Theexercisesthemselvesaretraditionaltraininggamesthatsomepeopleinyourworkshopswillhavedonebefore.Theprocessingquestionsaftertheactivitiesaremoreimportantthantheactivitiesthemselves;however,treattheactivitiesseriouslyandencourageparticipantstothinkofthemaschallenginganddifficult.
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswill:
Beabletotakenewapproachestooldproblems.
Havediscoveredtheimportanceoflookingintotheirownmindstosolveproblems.
Haveseenthevalueofgroupeffortinsolvingproblems.
Self-ManagementSkillsInvolved
Creativedecisionmaking
Communication
Requirements
Time: Approximatelytenminutes(includingprocessingquestions)
Materials: NineDotsworksheet
Solution1:NineDotsWithFourLinesoverhead
Solution2:NineDotsWithThreeLinesoverhead
Paperandpencils
Flipchartandmulticoloredmarkers
Equipment: Overheadprojectorandscreen
Preparation:PhotocopytheNineDotsworksheet.
Makeoverheadsofsolutions1and2.
RoomSetup:
Allowforpeopletotalkfacetoface.Teamsshouldbenomorethansixpeople.
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LectureNotes
[Facilitator:DistributetheNineDotsworksheetandthenreadaloudthefollowinginstructions.]
InstructionstoParticipants:IndividualActivity2
1.Thereareninedotsonthehandout.
2.WhenItellyoutostart,withoutliftingyourpenorpencilfromyourpaper,connectallninedotswithfourstraightlines.WaituntilItellyoutostart.
3.Whohasseenordonethispuzzlebefore?
4.[Ifpeopleraisetheirhands,andseveralprobablywill...]Sinceyou'vealreadypracticedthisusingfourstraightlines,yourjobistoconnectthedotswiththreestraightlines,andyou,too,maynotliftyourpenorpencilfromyourpaper.WaituntilItellyoutostart.
5.Youhavefiveminutestocompletethisactivity.
[Facilitator:Youmayextendthetimeforthisactivityifparticipantsneedit.Afterparticipantshavecompletedtheactivity,putuptheoverheadsshowingsolutions1and2.]
ProcessingQuestions
1.Whatweresomeoftheproblemsyouhadinsolvingthispuzzle?
Typicalanswer:Icouldn'tseeanythingotherthanninedots,whenItriedtoconnectthem,Ikeptcomingbacktoarectangle.
2.Whatdidittaketosolvethepuzzle?
Typicalanswer:Lookingattheninedotsasindependentofoneanotherandconnectingtheminnewordifferentways.
3.Howdoesthispuzzlereflectsituationsinordinarylife?
Typicalanswer:Ioftenseethingsoneway,thewayI'mmostaccustomedtoseeingthem.
4.Howcanweconnectthedotswithjustonestroke?
Typicalanswers:Useawidepaintbrushorfoldthepapersothatthedotsarepartiallysuperimposedononeanother.
LectureNotes:Wrap-Up
Theonlywaytoputthelietotheexpression''There'snothingnewunderthesun"istolookatoldthingsorsituationsinnovelways.Thatisprobablythemostimportantlessonofthisactivityandthefollowingone.
2AdaptedfromMoreGamesTrainersPlay,EdwardE.ScannellandJohnW.Newstrom,editors(NewYork:McGrawHill,1983)229231.
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Exercise14.3MakingUseofYourCreativeEnergy,Part2
Instructor'sNotes
Inthisexercise,studentsrecognizethatbrainstorminginagroupincreasestheenergyforcreativity.Theyplayoffeachothers'ideasandinsomecasescompetewithoneanotherfor"themostcreative"idea.Somepeoplefeelintimidatedbythegroupandsaynothing,fearingthatpeoplewilllaughattheirideasorshootthemdown.Somepeoplefeeltheyhavenothingtocontribute,everyoneelse'sideasarebetterthantheirs.Thepurposeoftheexerciseistoshowpeoplehowtodrawononeanother'sopinionsorideastotakenovelapproachestooldexperiencesandthatinagroupanyone'sideasoropinionsareasgoodasanyoneelse's.
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeableto:
Explainthevalueoflookingatoldthingsinnewwaysorinwaysnotoriginallyintended.
Identifythewaysworkingtogetherasagroupencouragescreativity.
Identifybarrierstobeingcreative,especiallyinagroup.
Identifymethodsforovercomingthosebarriers.
Self-ManagementSkillsInvolved
Creativity
Willingnesstolistentootherpeople
Willingnesstoexpressone'sopiniontootherpeople
Requirements
Time: Approximatelyfifteenminutes
Materials: Oneemptycoffeecan
Flipchartandmulticoloredmarkers
Preparation:Acquireanemptycoffeecan.
RoomSetup:
Whateverarrangementmeetsyourneeds:classroom,theater,orgroupsofsix
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[Facilitator:Setthecoffeecanonatablevisibletoeveryone.Asinanylargegroupdiscussion,somepeoplewillnotmakeacontribution;makenoteofthesepeopleastheactivityprogressesandcallonthemtomakeatleastonecontribution.]
LectureNotes
InstructionstoParticipants
1.Takefiveminutestobrainstormpossibleusesofanemptycoffeecan,exceptasacoffeecan.
2.Justcallouttheideasastheycometomindanddon'tstoptoevaluatethem.
3.Everyonemustmakeatleastonesuggestion.
4.Ineedtwovolunteerstowritetheanswersaspeoplecallthemout.
[Facilitator:Ifnoonevolunteers,youactasscribebutpaycarefulattentiontowhoisnotcontributing.]
ProcessingQuestions
1.Howdidworkinginalargegroupencouragecreativity?
Typicalanswer:Ifeltenergizedbyeveryoneshoutingoutideaswithoutstoppingtoevaluatethem.
2.Whatweresomeofthebarrierstomakingsuggestions?(Ifanyonedidn'tcontribute,seeifyoucandrawouttheperson[people]toanswerthisquestion.)
Typicalanswersmightincludetimepressure,sizeofthegroup,someoneelseblurtingoutmysuggestionbeforeIcould,betterideasthanminewerealreadyexpressed,Iwasafraidpeoplewouldlaughatmysuggestion,andsoforth.
3.Whatcanyoudotominimizetheeffectsofthosefactorsonyourcreativity?
Typicalanswer:Recognizethatinagroupanyone'sideasoropinionsarejustasgoodasanyoneelse's.
4.Whatdidyoulearnfromthisactivity?
Typicalanswer:Theimportanceoflookingatthingsfrommorethanoneperspective.
LectureNotes:Wrap-Up
Creativityisoftenseenasapersonalvirtue.However,sometimesinagroup,youcanenhanceindividualcreativity.Evenundertimeconstraints,newornovelwaysoflookingatoldthingscanbegeneratedandsomemaybereallyexcitingoruseful.Today,moresothanhistorically,creativityforsolvingproblemscomesfromteamworkratherthanfromisolation.
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Exercise14.4ManagingEmotions
Instructor'sNotes
Duringtheexercise,circulatearoundthetablestoensurethateveryoneisfollowingtheinstructions,butdonotinterveneunlessthegroupisofftrack.Processtheactivitybydiscussingtheresultsoftheactivityreportedbythegroups.
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeableto:
Applythepracticeofrecognizingtheirownemotionstoeverydayevents.
Describestepsformanagingtheirownemotions.
Self-ManagementSkillsInvolved
Opennessandhonesty
Communication
Requirements
Time: Approximatelysixtyminutes
Materials: EmotionalIntelligenceSummaryhandout
InstructionsforManagingEmotionsExercisehandout
ExperienceCards(onesetoftwenty-five3-by-5-inchcardsforeachgroupoffive)
Flipchartsandmulticoloredmarkers
Preparation:Photocopythehandouts.
Maketwenty-fiveExperienceCardsfromthelistprovided(onesetoftwenty-five3-by-5-inchcardsforeachgroupoffive)bywritingorprintingoneexperienceoneachcard.Youmayphotocopythetwenty-fiveexperiencespresentedhere,oryoumaycreateyourownExperienceCardsifyouwishbysummarizingemotionallychargedeventsinyourownlifeorinthelivesofpeopleyouknow.
RoomSetup:
Teamsofnomorethanfivepeopleatroundtablesorotherarrangementwhereparticipantscanfaceoneanother
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LectureNotes
Cicero,theRomancommentator,saidthat"[Peopleresolve]manymoreproblemsbyhate,love,lust,rage,sorrow,joy,hope,fear,illusion,orsomesimilaremotion,thanbyreasonorauthorityoranylegalstandards,orlegalprecedents,orlaw."3Inshort,accordingtoCicero,eventhoughpeopledomakerationaldecisions,theymorefrequentlymakedecisionsonthebasisofemotions.
Cicerothereforeagreedwiththinkerswhoarguethatwearriveatconclusionsormakedecisionsthatleadtoactionthroughbothemotionandreason,ormorelikelythrougheitheremotionorreason.Whichdecisionsarebetter?Emotionalonesorrationalones?AncientslikePlatoarguedthatreasonmusttakecontrolofemotions.ModernslikeSigmundFreud,ontheotherhand,calledreason,especiallyintheformofconscience,aconstraintonourlivesthat"makescowardsofusall."Andsomepeoplecanbeaslavetoeitheremotionsorreason.Regardlessofthebasisonwhichwemakeourdecisions,emotionscaneitherenhanceorinhibitdrive.Itfallsuponself-managedpeopletomanagehowtheiremotionsaffecttheenergywithwhichtheyattackthechallengesoftheirlives.
Moderationinallthings,anancientGreekvirtue,servestheself-managedpersonwell,butitisonlyoneaspectoftheself-managementofemotions.Self-managedpeopleapplytheintelligenceofinformedemotionstoalifeinwhichneitherreasonnoremotionsrule.Instead,bothreasonandemotionsgettheirfairshareoffulfillment.Therefore,wehavetofocusontoolsthatpreventemotionalextremesfromenslavingourlives.Wehavetodeveloptoolsthathelpusavoidextremesbytemperingreasonwithemotionsandmanagingemotionsthroughintelligence.
Manycontemporarythinkersagreethatrationaldecisionsareasdependentonfeelingsoremotionsastheyareonthought.What
makessensetoussatisfiesanemotionalneed.Feelingsgivedirectionandmeaningtoourthoughts.Theyhelpussortthroughideasandopinionstofindthosemostmeaningfultous,andtheideaswefindmostmeaningfulorusefularethosethatfitwithhowwefeelaboutorviewtheworld(ourparadigms).
Thought,ontheotherhand,canpreventextremesofemotionfromblockingcreativityandinnovation.Whenwestoptothinkaboutourfeelingsconcerningeventsorideas,wecangetpastthesubjectivityinherentinemotionstoamoreobjectiveperceptiontowhathashappenedortheideaswehearorread.Thoughtandfeelingsoremotionscanthereforeworktogether,andonlyintheextremesdotheyconflict.
[Facilitator:DistributeEmotionalIntelligenceSummaryhandoutnow.]
Thesevenbasicoruniversalemotionsareanger,fear,happiness,love,surprise,disgust,andsadness.Theyeachhavetheirownfunctioninmanagingoursurvivalandsuitingusforsociallife.However,when,forexample,angerbecomesrageorfearbecomescowardiceouremotionsdothemselves,andus,in.Fiveguidelineshelpustodevelopemotionalself-management.
3MarcusTulliusCicero,DeOratore,ii,178.QuotedinTheGreatThoughts,GeorgeSeldes,compiler(NewYork:BallantineBooks,1985),80.
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1.Self-managedpeopleuseself-awarenesstorecognizetheirfeelingsastheyhappenanddonotletthemgetoutofcontrol.Theylookatwhatishappeningorhasimmediatelyjusthappenedandanalyzetheirfeelingstowardthoseevents.Theyaskquestionssuchas,"WhatdidIfeel?WhydidIfeelthatway?Whatresultsdidmyfeelingsproduce?Iftheresultswereundesirable,whatcanIdotopreventthosefeelingsfromdisruptingmylifeandmyrelationshipsinthefuture?"
2.Moderationactuallymeansappropriateness.Self-managedpeoplefeelandexpresstheiremotionsappropriately.Anger,forexample,frequentlydisruptsaperson'slifeorrelationships.Onewaytodecidehowtoreactistocomparewhateverishappeningtotheworstpossiblethingthatcouldhappen.Unlesswhatoccurredisinfacttheworstpossiblethingthatcouldhappen,wehaveabasisformoderatingourfeelings.Lettingemotionsgetoutofhandnotonlyproducesbadfeelingsfromotherstowardus,theyproducebadfeelingsaboutourselvesintheformofshameorguilt.Byfeelingandexpressingouremotionsappropriately,wecanbouncebackfromuncomfortableemotionsanddealwiththecircumstancesaroundthemmoreeffectively.
3.Asinallotheraspectsofself-management,usingrationalthoughttosetgoalsandtodevelopactionplanshelpstostructureouremotionallifeandtoshortcircuitimpulsiveactions.Ourgoalsandplansgiveusabasisfordecidingwhat'simportanttous.Ouremotionsmarshalourenergiestowardaccomplishingourpriorities.Thoseachievementsthenprovidethereasontocelebrate,whereasnotachievingthosegoalsprovidesareasonforfeelingsad.
4.Recognizing,beingsensitiveto,andunderstandingotherpeople'sfeelingsandemotionsempathizingmakesitpossibleforustoacceptthemasindividualswhiledealingwithwhattheysayordo.Empathyisessentialforrespectingothers.Unlesswerecognizeotherpeople's
feelingsforwhattheyareandempathizewithwhatthepeopleexperience,wereacttotheexpressionsoftheirfeelingsratherthanmanageourownfeelings,andself-managementrequiresthatwemanageourownfeelings.
5.Self-managementandrespectforothersalsoimpliesthatwemanagerelationships.Self-managedpeoplefindwaystoevokepositiveemotionsinothersevenundercircumstancesthatarelessthanidealorpositive.Let'stake,forexample,toomanyerrorsinworkproducedormisseddeadlines;theyusuallyprovokenegativeemotions.Ventingunmanagedangerorbadfeelingsevokesangerorbadfeelingsfromtheotherperson.Self-managedpeoplemanagetherelationshipbyexpressingtheirangerinacircumstancelikethisthroughtheproductiveuseofwordsandtoneofvoice.Afirm"Theseerrorsareunacceptable,andIknowyoucandobetter"getsmoregoodaccomplishedthandoesshoutingornamecalling.
Theactivitythatfollowswillhelpparticipantsidentify(notmeasure)theiremotionalself-managementandprovideopportunitiestoengageinemotionallearning.
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Facilitator'sInstructions
PhotocopyorotherwisereproduceeachitemoftheExperienceCards(a,b,c,d,ande)ontwenty-fiveseparate3-by-5-inchcards,oneitempercard.Makeenoughcopiestodistributealltwenty-fivecardstoeachgroupinyourworkshop.Ifyouseparateyourworkshopstudentsintofoursmallgroups,youwillneedfoursetsoftwenty-fivecards.
Afteryouhavecreatedthenumberofsetsrequired,separatethecardsintostacksoflikeitems,thatis,a'swiththea's,b'swiththeb's,c'swiththec's,d'swiththed's,ande'swiththee's.Keepingeachstackseparate,shufflethecardstochangetheirorder.Placeeachstackfacedown.MarkthebackofthetopcardofeachstackTOPCARDandbindeachstackwitharubberband.
Placealltwenty-fivecards(a's,b's,c's,d's,e's)inanenvelope.Ifyouhavefourgroups,youshouldhavefourenvelopeswithtwenty-fivecardsineachenvelope.DistributeoneenvelopetoeachgroupalongwiththeInstructionsforManagingEmotionsExercise.
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ExperienceCards
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ExperienceCards(continued)
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ExperienceCards(continued)
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ExperienceCards(continued)
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ExperienceCards(continued)
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ExperienceCards(continued)
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ExperienceCards(continued)
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Follow-UpActivitiesforIncreasingDrive
LearningObjectivesandOutcomes
Bydoingthisactivity,participantswilltakestepsto:
Increaseorimprovetheirenergylevelsanddrive.
Takecorrectiveactionwhenneeded.
Self-ManagementSkillsInvolved
Evaluatingorassessingone'sownbehavior
Opennesstomakingchangesinone'sbehavior
Requirements
Time: Thirtyminutestoprepareparticipantsfortake-homeactivity
Materials: InstructionsforFollow-UpActivitiesforIncreasingDrivehandout
Preparation:Photocopythehandout.
RoomSetup:
None
LectureNotes
Driverequiresrefuelingandconstantmaintenance,likeafineautomobile.Therefore,wecanalwaysmaintainourdriveorenergiesifweworkatit.Thehandout,InstructionsforFollow-UpActivitiesforIncreasingDrive,providesyouwithalistofthingsyoucandotokeepyourenginerunningandpurring.
[Facilitator:DistributeInstructionsforFollow-UpActivitiesfor
IncreasingDrive.]
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15RespectforOthersBytheendofthischapter,youwillbeabletofacilitatefiveexercisesthatencourageanddeveloprespectforotherpeople'sthoughts,beliefs,values,andfeelings.
Exercise15.1ReadingFeelingsandEmotions:ANonverbalExercise
Instructor'sNotes
Inthisexercise,eachparticipantselectsacontroversialtopicoutofastackofthirtytopiccardsandtalksaboutitforfromtwotofiveminutes,whileoneotherpersonlistensandwatcheshowthespeakerexpresseshisorherfeelingsoremotions.Thepairdoesn'tdebateorarguethetopic.Rather,theparticipantsgiveeachotherfeedbackaboutwhattheyheardorsawduringtheexercise.Thelistenergivesfeedbacktothespeakeraboutwhatheorsheexperienced,thespeakerevaluatestheaccuracyofthefeedback,andthespeakergivesfeedbackabouthowheorsheperceivedthelistener'sreactionstowhatthespeakersaid.
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Thisexerciseworksbestwitharelativelysmallclass,andtheworkshopshouldbelimitedtonomorethantwentypeople(tenpairs).Dowhatyoucantohaveanevennumberofpeopleintheclassifyouhavemorethantwentypeople.Itisdifficulttodothisexerciseintriads.
Thethirtycontroversialdiscussiontopics,althoughsensitive,onlyonrareoccasionshaveprovokedmorethanaheatedpresentationbythespeaker,inasmuchasthelistenerisinstructednottoarguethepointofviewthespeakerexpresses.Ifanargumentdoesbreakout,remindtheoffendingpairthatdebateisn'tthepurposeoftheexercise.Infact,adebatedemonstratesthatsomeonedoesn'trespectanotherperson'srighttohisorheropinionsandfeelings.
Likewise,onlyonrareoccasionshassomeonewishednottoexpresshimselforherselfonatopic.Encourageopennessbutexpectthatsomepeoplemightholdbacktheirtruefeelings(''sandbag")whentalkingaboutagiventopic.Bytellingtheparticipantsthattheycandrawuptothreecardstofindatopiconwhichthey'rewillingtospeak,you'llencouragethemtogreateropenness.
Thelistenercould,andprobablywill,recognizethathisorherpartnersandbaggedfeelings.Heorsheshouldbeencouragedtosaysomethingsuchas,"Iheardwhatyousaid,butIthinkyoureallydidn'texpressyourtruefeelingsaboutthis."That'spartofreadingfeelingsoremotions.
EveryonereceivesInstructionsfortheReadingFeelingsandEmotionsExercise,andtheInterpretationGuide.Whenyoudistributethehandouts,readtheinstructionsaloudbecausetheyarecomplex.Theparticipantswillneedtorefertothemduringtheexercise.
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeableto:
Recognizecommonnonverbalorquasi-verbalexpressionsofemotionintonesorqualityofvoice,facialexpressions,andbodylanguageorgestures.
Mirrorfeelingsoremotionsandaskforconfirmationoftheinterpretations.
Self-ManagementSkillsInvolved
Awarenessofotherpeople'sself-expression
Opennessandhonesty
Communication
Requirements
Time: Approximatelythirtytoforty-fiveminutes
Materials:TheGapBetweenUsoverhead
InstructionsfortheReadingFeelingsandEmotionsExercisehandout
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InterpretationGuidehandout
ControversialDiscussionTopicscards
Flipchartandmarkers
Equipment: Overheadprojectorandscreen
Preparation:Readthelistofcontroversialdiscussiontopics.
Ifyoufeeluncomfortablewithanyofthetopicsinyourworkshop,replaceitwithonewithwhichyouaremorecomfortable.Thenewtopicshouldevokefeelingsoremotions.
PrepareTheGapBetweenUsoverhead.
Photocopythehandoutandtheinterpretationguide.
Printoutorphotocopythethirtycontroversialdiscussiontopics,onetopicper3-by-5-inchcard.Prepareenoughsetstogiveeachpairofparticipantsacompletesetofthirtycards.
Dividetheclassintopairsandseparatethepairsfarenoughapartsothattheydon'tinterferewithoneanother.
RoomSetup:
Anywaythatisappropriatetoyoursessionthatwillallowyoutodividethegroupintopairs
LectureNotes
Peopledon'talwaysusewordstotelluswhattheythinkorfeel.Rather,theyfrequentlycommunicatetousthroughfacialexpressions,
toneorqualityofvoice,andbodylanguageorgestures.Respectforothersincludestrulylisteningtowhattheysay,notonlywiththeirwordsbutalsowithquasi-verbalandnonverbalcuesmanypeoplemiss.
Words,verbalexpressions,denotethecontentofwhatapersonthinksandcanrefertofeelingsoremotions,aswhensomeonesays,"I'mangry."Ontheotherhand,nonverbalssuchasfacialexpressions,bodylanguageorgestures,andquasi-verbalssuchastoneorqualityofvoice,conveyfeelingsoremotions,evenifthewordsdon'texplicitlyidentifythem.
Self-managedpeopleshowrespectforthepersonspeakingbylisteningcarefullytovoicetonesandqualityandbypayingattentiontoeverythingtheotherpersonisdoingasheorshespeaks.Theyknowthatcommunicationinvolvestwolevelsofactivityandworktoensurethatthecommunicationprocessiscomplete.Thetwolevelsofactivityare:
1.Contentandfeelingsoremotionsexpressedbythespeaker(intent)
2.Contentandfeelingsoremotionsunderstoodbythelistener(interpretation)
Whensomeonespeaks,heorsheintendstoconveytwodifferentkindsofmeaning:thecontentofthemessagespoken,andthefeelingsoremotionsthataccompanythecontent.Ontheotherhand,whenwelistentothatpersonspeak,wemighthear
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onlythecontent(forexample,"Theshirtisblue.")whilemissingtheemotionalloadingthatthespeakerintends,if,forexample,thespeakerdoesn'tlikeblueshirts.Theresultisagapincommunicationbetweenusandthespeakerthatcould,ifthematterisserious,leadtoadisagreement,perhapsevenaconflict.
Self-managedpeopletrytodistinguishbetweencontentandfeelingsinordertofullyunderstandwhattheotherpersonintendstocommunicate.Thatclosesagapbetweenwhataspeakerintendsormeansandhowweinterpretwhatheorshesaid.
[Facilitator:PutupTheGapBetweenUsoverheadnow.]
Agapalwaysexistsbetweenpeoplewhentheytrytocommunicate.Whatweintendormeanandwhatthepersonunderstandsorinterpretsustomeancanneverbeexactlythesame.Tonarrowthegapbetweenpeopleisthepurposeofimprovingthewayinwhichwecommunicate,thatis,thewayinwhichwetellpeoplewhatwethinkorfeelandthewayinwhichwelistentopeople.Givingandreceivingfeedbackservestonarrowthatgap.
Infact,theeffectiveuseoffeedbackclosesthatgapmorethananythingelsecan.Themosteffectiveformoffeedbackistoparaphrasewhatthepersonhassaidandmirrorthefeelingsaswell.SupposeI'mtalkingaboutraisingtheageofretirementtoseventy,inordertoprotecttheSocialSecurityfund.Youhearmesay,"Ithinktheidea'sstupid"whileIshakemyheadinapparentdisbelief.Youcouldparaphrasethatandmirrormyfeelingsbysaying,"Youdon'tliketheplantoraisetheretirementage,doyou?"That'sfairlyobvious,butyougetthemessage.
[Facilitator:Analternativeistoasksomeonetomakeacommentaboutsomecontroversialissueandyoudemonstrateormodeltheprocessbyparaphrasingandmirroringit.Thenhaveotherpeople
dothesamething.]
Self-managedpeoplearesensitivetootherpeople'sfeelingsandrecognizethateveryonehasanequalrighttohavethem.Statementssuchas,"Now,don'tbeangry"arepatronizingatbest.ThemoreoftenyoupracticethesuggestionsinReadingFeelingsandEmotions,themoreadeptatsensingfeelingsyouwillbecome.
[Facilitator:DistributetheInstructionsfortheReadingFeelingsandEmotionsExercisehandout,theInterpretationGuide,andthesetsofdiscussioncardsnow.Readtheinstructionsaloudbecausetheyarecomplex.Theparticipantswillneedtorefertothemduringtheexercise.]
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(continues)
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(continues)
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ControversialDiscussionTopics
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ControversialDiscussionTopics(continued)
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ControversialDiscussionTopics(continued)
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ControversialDiscussionTopics(continued)
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ControversialDiscussionTopics(continued)
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ControversialDiscussionTopics(continued)
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ControversialDiscussionTopics(continued)
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ControversialDiscussionTopics(continued)
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Exercise15.2ListeningforContent,ListeningforFeelings
Instructor'sNotes
WhereasExercise15.1isverycomplex,requiringparticipantstolistenforcuesfromtoneorqualityofvoiceandtowatchforcuesfromfacialexpressions,bodylanguage,orgestures,Exercise15.2issimplerinonerespectandmoredifficultinanotherrespect.
It'ssimplerinsofarastheparticipantshavetolistentothewordsandhowthewordsareexpressed,whereasinthepreviousexercise,theyhadtointerpretmanymorecues.It'smoredifficult,insofarasyou'reaskingthemtomakeinterpretationsbasedsolelyonwordsandhowthey'reexpressed,whichiswhatpeoplehavetodowhentheyconverseonthetelephoneorlistentotheradio.
Inthisexerciseeachparticipantselectsacontroversialtopicoutofastackofthirtytopiccardsandtalksaboutitforfromtwotofiveminutes,whileanotherpersonlistenstothewordsandhowthespeakerverballyorquasi-verballyexpresseshisorherfeelingsoremotions.Thepairdoesn'tdebateorarguethetopic.Rather,theparticipantsgiveeachotherfeedbackaboutwhattheyheardwhiletheotherpersonwasspeaking.Thelistenergivesfeedbacktothespeakeraboutwhatheorsheexperienced,thespeakerevaluatestheaccuracyofthefeedback,andthespeakergivesfeedbackabouthowheorsheperceivedthelistener'sreactionstowhatthespeakersaid.
Thisexerciseworksbestwitharelativelysmallclass,andtheworkshopshouldbelimitedtonomorethantwentypeople(tenpairs).Dowhatyoucantohaveanevennumberofpeopleintheclassifyouhavemorethantwentypeople.Itisdifficulttodothisexerciseintriads.
Thethirtycontroversialdiscussiontopics,althoughsensitive,onlyonrareoccasionshaveprovokedmorethanaheatedpresentationbythespeakerbecausethelistenerisinstructednottoarguethepointofviewexpressed.Ifanargumentdoesbreakout,remindtheoffendingpairthatdebateisn'tthepurposeoftheexercise.Infact,adebatedemonstratesthatsomeonedoesn'trespectanotherperson'srighttohisorheropinionsandfeelings.
Likewise,onlyonrareoccasionshassomeonewishednottoexpresshimselforherselfonatopic.Encourageopennessbutexpectthatpeoplemightholdbacktheirtruefeelings(''sandbag")aboutagiventopic.Bytellingthegroupthattheycandrawuptothreecardstofindatopiconwhichthey'rewillingtospeak,you'llencouragethemtogreateropenness.
Ontheotherhand,thelistenercouldrecognizethathisorherpartnersandbaggedfeelings.Heorsheshouldbeencouragedtosaysomethingsuchas,"Iheardwhatyousaid,butIthinkyoureallydidn'texpressyourtruefeelingsaboutthis."That'spartoflisteningforcontentandforfeelings.
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LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeableto:
Distinguishbetweencontentandfeelingwhenotherpeoplearetalkingbylisteningforverbalandquasi-verbalcues.
Givefeedbackthatacknowledgesbothcontentandfeelings.
Self-ManagementSkillsInvolved
Awarenessofotherpeople'sfeelings
Opennessandhonesty
Communication
Requirements
Time: Approximatelysixtyminutes
Materials: InstructionsforListeningforContent,ListeningforFeelingsExercisehandout
InterpretationGuidehandout
ControversialDiscussionTopicscardsfromExercise15.1
TheGapBetweenUsoverheadfromExercise15.1
Flipchartandmarkers
Equipment: Overheadprojectorandscreen
Preparation:Readthelistofcontroversialdiscussiontopics.
Ifyoufeeluncomfortablewithanytopicinyourworkshop,replaceitwithonewithwhichyouare
morecomfortablebutthatshouldevokefeelingsoremotions.
Photocopythehandoutandtheinterpretationguide.
PrintoutorphotocopythirtycontroversialdiscussiontopicsfromExercise15.1,onetopicper3-by-5-inchcard.Prepareenoughsetstogiveeachpairofparticipantsacompletesetofthirtycards.
Dividetheclassintopairsandseparatethepairsfarenoughapartsothattheydon'tinterferewithoneanother.
RoomSetup:
Anywaythatisappropriatetoyoursessionthatwillallowyoutodividethegroupintopairs.Seateachpairshouldertoshoulder,facinginoppositedirections.
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LectureNotes
Whencomputerizedvoicemailanswersourcall,itgivesusinformationandinstructionsinamonotone,andwecan'ttellifthevoiceishappyorangrythatwecalled.Afteritputsusonimpersonal,terminalhold,wecurseitandslamdownthehandset.Somuchforinterpersonalcommunicationwithacomputer.
[Facilitator:Asanalternativetothelecture,askanddiscuss:Whatarethedifferencesbetweencomputerizedvoicemailandapersonansweringthephone?]
Whenpeople,ratherthanmachines,talk,theycommunicatetwomessagesatthesametime:whattheythinkandwhattheyfeel.Wecallthefirstthecontentmessage,andthesecondthefeelingmessageor,simply,contentandfeeling.Thecontentisconveyedbythewordsthemselves."Thisobjectisblue."Saidinastraightforwardmanner,matter-of-fact,that'smerelytheobjectivedescriptionofathing'scolor.
Nowsaythesamething,butemphasizedifferentwords."Thisobjectisblue."Thistime,becauseoftheemphasis,thesentenceconveystwomessages.One,theobjectisblue,andtwo,surprise,oranger,orhappinessdependingonthecontext.Whateveritconveys,it'slettingusknowaboutafeelingconcerningtheobject'scolor.
[Facilitator:Asanalternativetothelecture,askanddiscuss:Whatdoesthatemphasisconvey?]
Feelingsarespokenbywhatwecallquasiverbals,aswellasbywords.Infact,alongwithnonverbals,quasiverbalsmakeupmostofourcommunication.Nonverbalsalsoincludefacialexpressions,bodylanguageandgestures,butwe'reconcernedinthisexercisewithonlythefeelingsoremotionsconveyedbywords,toneofvoice,andqualitiesofvoice.Whenwe'reconversingonthetelephoneor
listeningtotheradio,onlythevocalsconveythefeelingsoremotions.
Thewordswechoosemayconveyafeeling.Forexample,"Thatobject'sanuglyshadeofblue"notonlysaystheobjectisblue,ittellsyouIdon'tlikeitasclearlyasifIhadsaid,"Idon'tlikethatshadeofblue."
ToneorqualityofvoicecantellyouhowIfeel.Icanexpressthesamefeelingbysaying"Thatobject'sblue"withatoneofdisgustinmyvoice.
Or,IcantellyouhowIfeelwithanoise."Thatobject'sblue.Ugh!"
[Facilitator:IfyouhaveusedExercise15.1inthisworkshop,youcanomitthispartofthelectureorusethefollowingadaptation.]
Self-managedpeopleshowrespectforthepersonspeakingbylisteningcarefullyandpayingattentiontohowtheotherpersonistalking.Theyknowthatcommunicationinvolvestwolevelsofactivityandworktoensurethatthecommunicationprocessiscomplete.Thetwolevelsofactivityare:
1.Contentandfeelingsoremotionsexpressedbythespeaker(intent)
2.Contentandfeelingsoremotionsunderstoodbythelistener(interpretation)
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Whensomeonespeaks,heorsheintendstoconveytwodifferentkindsofmeaning:thecontentofthemessagespoken,andthefeelingsoremotionsthataccompanythecontent.Ontheotherhand,whenwelistentothatpersonspeak,wemighthearonlythecontent(forexample,"Theshirtisblue.")whilemissingtheemotionalloadingthatthespeakerintends,if,forexample,thespeakerdoesn'tlikeblueshirts.Theresultisagapincommunicationbetweenusandthespeakerthatcould,ifthematterisserious,leadtoadisagreement,perhapsevenaconflict.
Self-managedpeopletrytodistinguishbetweencontentsandfeelingsinordertofullyunderstandwhattheotherpersonintendstocommunicate.Thatclosesagapbetweenwhataspeakerintendsormeansandhowweinterpretwhatheorshesaid.
[Facilitator:PutupTheGapBetweenUsoverhead(page273)now.]
Agapalwaysexistsbetweenpeoplewhentheytrytocommunicate.Whatweintendormeanandwhatthepersonunderstandsorinterpretsustomeancanneverbeexactlythesame.Tonarrowthegapbetweenpeopleisthepurposeofimprovingthewayinwhichwecommunicate,thatis,thewayinwhichwetellpeoplewhatwethinkorfeelandthewayinwhichwelistentopeople.Givingandreceivingfeedbackservestonarrowthatgap.
Infact,theeffectiveuseoffeedbackclosesthatgapmorethananythingelsecan.Paraphrasingcontentandmirroringfeelingsoremotionsarethemosteffectiveformsoffeedback.SupposeI'mtalkingaboutraisingtheageofretirementtoseventyasawaytoprotecttheSocialSecurityfund.Youhearmesay,"Ithinktheidea'sstupid."Youcouldparaphrasethecontentand,byrespondingtomytoneofvoice,mirrormyfeelingsbysaying,"Youdon'tliketheplantoraisetheretirementage,doyou?"That'sfairlyobvious,butyouget
themessage.
[Facilitator:Asksomeonetomakeacommentaboutsomecontroversialissueandyoudemonstrateormodeltheprocessbyparaphrasingandmirroringit.Thenhaveotherpeopledothesamething.]
InstructionstoParticipants
Inthisexerciseyouwillpracticereadingpeople'sfeelingsfromwhattheysay.Theprocessispopularlycalledactivelistening.Itacknowledgestheotherperson,acknowledgesthatwhatheorshehassaidisimportanttoyou,anddemonstratesthatyouareinfactlistening.
[Facilitator:DistributetheInstructionsfortheListeningforContent,ListeningforFeelingExercisehandoutandtheInterpretationGuidenow.Readtheinstructionsaloudbecausetheyarecomplex.Theparticipantswillneedtorefertothemduringtheexercise.Thendistributethesetsofdiscussioncards.UsethedeckofcardsfromExercise15.1.]
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Exercise15.3PreventingDisagreementsfromBecomingConflicts
Instructor'sNotes
Thisexerciserequiresthattwopeopletalktoeachotheraboutaninterpersonalrelationsproblemandthengetfeedbackfromotherpeopleintheirimmediategroupaboutwhattheydidorsaidandhoweffectiveorineffectivetheywereinresolvingthedisagreement.
1.Dividethegroupintoteamsofnomorethansixpeople.
2.Divideeachteamintopairsinwhicheachpersonwillhaveaproblemtosolve.Ifoneteamhasanoddnumberofpeople,onepersonwillworkontwoproblems.
3.DistributeanObserver'sGuidetoeachperson.
4.Distributeenvelopesofalltheproblemscriptstoeachteam.
5.Distributeinstructionstoeachperson.
6.Providetheexplanationbeforetheexercise.
7.Discusstheconclusionsdrawnbytheteams.
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeableto:
Useactivelisteningforpreventingdisagreementsfrombecomingconflicts.
Useproblem-solvingmethodsforusingdisagreementsasopportunitiesforcreativeproblemsolving.
Self-ManagementSkillsInvolved
Listeningskills
Opennessandhonesty
Problem-solvingskills
Requirements
Time: Approximatelyninetyminutes
Materials:InstructionsforPreventingDisagreementsFromBecomingConflictshandout
PreventingConflictSkillPracticeSituationCards
Observer'sGuidehandout
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Preparation:Photocopythehandouts.
Photocopyeachpairofsituationscriptsonseparatecardsandplaceeachpairinaseparateenvelope.MakeenoughcopiessoeachteamhasalltheSkillPracticescripts.
Photocopyenoughobserver'sguidestoallowallparticipantstogetfeedbackfromtheirteammates.
RoomSetup:
Uptosixpeopleatroundtablesorotherface-to-facearrangement
LectureNotes
Ifnecessityisthemotherofinvention,disagreementisitsfather.Inotherwords,disagreementsaregoodopportunitiesforcreativeproblemsolving.Ontheotherhand,disagreementsalsobreedconflict,situationsinwhichatleastonepersonbelievesthathisrighttosatisfyhisneedsorinterestsisbeingtrampled.Self-managedpeoplerecognizethateveryonehastherighttosatisfyhisorherneedsorinterests;theyalsorecognizewhenconflictsituationsmightariseoutofdisagreements.Theythentakeappropriatestepstopreventpeoplefromtramplingontheirneedsorinterestsandfromtramplingonanyoneelse's.
Self-awarenessisessentialtopreventingconflict.Self-managedpeoplemustknowandfullyunderstandtheirownpositionsandinterests.Theymustalsoknow,understand,andrespectotherpeople'spositionsandinterestsaswell,andtheonlywaytodothatisthrougheffectivecommunication,especiallythrougheffectivelistening(alsoknowasactivelistening).
Withactivelisteningweacknowledgetheotherperson,we
acknowledgethatwhatheorshehassaidisimportanttous,andwedemonstratethatweareinfactlistening.
[Facilitator:DistributetheInstructionsforPreventingDisagreementsFromBecomingConflictsnowandreadaloudthefollowinginstructions.]
InstructionstoParticipants
Here'swhatyoudoasalistener:
1.Clearyourmindaswellasyourenvironmentofdistractionsbyremovingpapers,books,orothermaterialsfromthetable.
2.Concentrateonwhatthepersonissaying,notonhowyou'llrespondtoit.
3.Askquestionsforclarification,suchas"Whatdidyoumeanbythat?"
4.Acknowledgeandparaphrasewhatthepersonsaystoensurethatyouunderstanditproperly.Forexample,youcouldsay,"IfIunderstandyou,youthinkthataffirmativeactionhasn'tworkedatall."Thenaskaconfirmingquestion,suchas,"Isthatright?"
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5.Acknowledgeandmirrororreflectthefeelingsyouthinkthepersonisexpressing.Forexample,youcouldsay,"Fromyourtoneofvoice,itseemsthatyou'reangryabouttheeffectsofaffirmativeaction."Thenaskaconfirmingquestion,suchas,"DoIunderstandhowyoufeel?"
Byusingthisprocess,younarrowthecommunicationgapthatalwaysexistsbetweentwopeople.
[Facilitator:Ifyouhaven'tdiscussed"TheGap"inExercises15.1and15.2,refertothediscussioninExercise15.1andpresentithere.]
It'sthegapinunderstandingbetweenpeoplethatleadstoconflict.Thelesspeopleknowaboutandunderstandeachother,themorelikelytheywillescalatedisagreementintoconflict.Onlywhenyounarrowthegap,canyouthenengageinproblemsolving.
Inthisexercise,youwillattempttoresolvedisagreementsbyengaginginproblem-solvingactivities.Resolvingdisagreementsandproblemsolving,asaformofnegotiation,includethesethreesteps:
1.Identifytherealproblem.First,identifytheindicatorsorsymptomsoftheproblem,givingeachpersonachancetoairhisorherpositionandinterests.Beforeanythingelseconstructivecanhappen,eachperson,inturn,answers:"WhatdoIwant,whydoIwantit,whatmakesmethinkI'mnotgettingit,andwhatdoIfeelaboutthesituation?"Onlythencanyoutraceindicatorsorsymptomstotheircauses.Eachpersonexplains:"ThisiswhatIthinkpreventsmefromsatisfyingmyneedsorinterests."
2.Resolvethedisagreement.Beforeamutuallysatisfactorysolutioncanbefound,eachpersonmustanswer:"WhatdoIthinkIhavetohaveinordertosatisfymyneedorinterest."Thenyoucanidentifythepointsonwhichyoubothcanagree.Eachpersonhasto
understandtheotherperson'spointofviewandlookforwaysinwhicheachoverlapstheother.Youalsohavetodiscussdifferencesbetweenyoursuggestedsolutions.Eachpersonhastounderstandtheotherperson'spointofviewandlookforwaysinwhicheachdivergesfromtheother.Thenyoucanusethepointsofagreementtodiscusswaysofgettingpastthedifferences.Togetheryoufindwaysofsatisfyingeachother'sneedsorinterests,whichmayinvolvedesigninganothersolutionthatmutuallysatisfiesthemboth.
3.Designanactionplanformakingsuretheresolutiontothedisagreementdoesinfactsatisfybothpeople'sneedsandinterests.Togetheryoudesignanactionplanforsatisfyingyourmutualneedsandinterests.Theplanshouldincludestepsformonitoringwhathappensandensuringthatbothofyoudoinfactsatisfyyourneedsandinterests.
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Here'stherub.Bothpartiesmustwanttoworkwitheachothertoarriveatasolutionsatisfactorytoboth.Respectforothers,then,isessentialforpreventingdisruptioninyourlife.
Whenyougetyoursituationcards,youwillreadthemtoyourselvesandnottellanyoneelsewhatyourscripttellsyoutodoorsay.
[Facilitator:DistributethesituationscriptsandObserver'sGuidehandoutnow.]
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PreventingConflictSkillPracticeSituationCards
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PreventingConflictSkillPracticeSituationCards(continued)
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PreventingConflictSkillPracticeSituationCards(continued)
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Exercise15.4Acceptance/Affirmation
Instructor'sNotes
Thisexerciseisdesignedtohelptheparticipantscommunicatewithoutmakingvaluejudgmentsaboutwhatanotherpersonsays,toacceptpeopleatfacevaluewithoutjudgingtheirworth,andtounderstandthattheythinkorfeelratherthantodisputeorarguewiththem.
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeableto:
Listennonjudgmentallytoanotherpersonwiththeobjectiveoflearningmoreabouthimorher.
Paraphrasewhattheotherpersonissayingtoensureunderstanding.
Askforclarificationofsomethingtheydonotunderstand.
Askforelaborationwhentheywantorneedmoreinformation.
Askforfeelingsbehindstatementstofullyunderstandtheotherperson'spointofview.
Self-ManagementSkillsInvolved
Opennessandhonesty
Self-disclosure
Communication,especiallylisteningskills
Requirements
Time: Approximatelyninetyminutes
Materials: InstructionsforAcceptance/AffirmationExercisehandout
Self-DisclosureStatementshandout
Flipchartandmulticoloredmarkers
Preparation:Photocopythehandouts.
RoomSetup:
Anyarrangementthatallowspairsofpeopletofaceeachother
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LectureNotes
''Gettingtoknowyou."ThatonephrasefromOscarHammerstein'ssonglyricsfromTheKingandIsumsuptheentirebasisforrespectforothers.Themoreweknowaboutaperson,themoreweunderstandwhathethinksorfeelsandwhyhethinksorfeelsashedoes.Togettoknowsomeonemeanstolistentoandwatchthatpersonwithoutformingvaluejudgmentsabouther.Itmeansaffirmingandacceptingthepersonwithoutreservation,affirmingandacceptingherasanotherhumanbeingevenifwedon'tapproveofwhatthepersonsaysordoes.
Nothingrequiresustolikeeverythingthatapersondoes,ortolikeapersonaswewouldafriend."Idon'tlikewhatyou'vedone"sayssomethingmuchdifferentthan"Idon'tacceptyouasaperson."Whenwegettoknowsomeone,it'seasiertoaccepthimbecauseweunderstandwhyheactsthewayhedoes.Whenweknowwhatlifeexperiencesthepersonhashad,wehaveabetterunderstandingofhiscurrentactions.Thisisasimportantintheworkplaceasitisinthehome.
[Facilitator:Askparticipantstoexplainthedifferencesbetweenthetwostatements:"Idon'tlikewhatyou'vedone"and"Idon'tacceptyouasaperson."Discusstheimplicationsofthetwostatementsforpreventingconflict.]
Sometimes,whensomeonedoessomethingofwhichwedon'tapprove,wefinditdifficulttorespectthatperson.But,justlikemembersofafamily,wecan'talwayspickthepeoplewithwhomwehavetowork.Wehavetofindawaytogetaroundourfeelingsinordertogetourjobdoneandtoworkcloselywithcoworkers,nomatterwhat.Onewaytodothatis,again,toaccepttheoffenderasaperson,nomatterwhatshesaysordoes.That,too,requireslookingbeyondthebehaviorwedon'tlikeorrespecttothepersonasawhole.
Wecan'tgettoknowotherpeopleunlesswealsoletotherpeoplegettoknowus,whichrequiresself-disclosureaswellasawillingnesstoletpeopleseeorobservewhatwedo.Self-disclosureandlisteningtoself-disclosureadvancetheentireprocessofgettingtoknowoneanotherquicklyandtothepoint.
Self-disclosuremeansdoingsomethingrarelydoneatwork:talkingaboutourselves,ourthoughts,ourfeelings,ourvalues.It'srarelydonebecausemostpeopledon'tliketodothat,afraidthatpeoplewillusewhattheysayagainstthem.Officepoliticiansoftenabusetheconfidentialprivilegeonwhichself-disclosurerelies.
[Facilitator:Useanillustrationfromyourownexperience,orusethefollowingcase.]
Inanillustrativecase,ataFortune100company,onewomantoldacoworkeraboutdifficultiesshewashavingwithherex-husband,thestressitcausedher.Althoughthetroubledwomancapablyhandledherwork,thecoworkerthenusedthatinformationtoprompttheirbosstoletherreplacethewomanonanimportant
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project.Still,nottalkingaboutourselvestootherpeoplepreventsthemfromknowingwhowereallyareandacceptingusforwhoweare,wartsandall.
Noneofthissuggeststhatwehavetotelleveryoneaboutourselves.Intimaciesbetweenusandoursignificantothers,forexample,areprivate,andfewreasonablepeoplewanttoknowaboutthoseanyway.Nordoesitmeanansweringeveryquestionpeoplemightaskus.Someonemightwanttoknowthoseintimatedetails,andwe'rewithinourrightstosay,"I'msorrybutthatinformationisbetweenusalone."Weareentitledtokeepstuffaboutourselvestoourselves.Nordoesitsuggestthatwehavetherighttoknoweverythingwewanttoknowaboutotherpeople.Pryingintoanyone'spersonallifeworksbothways.They,too,havetherighttoprivacy.
Peopleatworkcometogetherasstrangers.Theextenttowhichcoworkersshareinformationaboutthemselves,however,determinestheirabilitytoworktogethereffectively.Theyshouldexchangeideasabouttheirwork,theirvalueswithregardtotheworktheydo,theimportancetothemoftheirrolesintheorganization,andtheirthoughtsandfeelingsabouttheunit'sgoals.Theyshouldexchangetheirthoughtsandfeelingsaboutwhat'simportanttothem,personallyaswellasprofessionally,whatkindofrewardsprovideincentives,thekindsofsupporttheylookforfromotherpeople.Unlessweknowwhatotherpeoplethink,feel,orvalue,we'reboundtorunacrosstheirships'bowslikeawarningshotfromacannon.Thatshotcouldtriggeranunnecessaryconflictwithwhichnoonewantstodeal.
[Facilitator:Useanillustrationfromyourownexperience,orusethefollowingcase.]
Twocoworkers,assignedtoworkonaproject,struggledwithoneanotherforweeksuntilathirdpartysuggestedtheytalkabouthowtheyindividuallyapproachedaproject.Itturnedoutthatoneperson
tookabroad,visualapproachtothework.Theothertookastructured,linearapproachtothework.Oncetheyunderstoodoneanother,theycouldagreeonanapproachthatworkedforbothofthem.
Likewise,theextenttowhichpeopleshareinformationaboutthemselvesdeterminesthedegreetowhichtheyacceptandaffirmoneanother.Ifdiversitymeansanythingatall,itmeansdifferences,anddifferencescanbreedcontemptunlesspeoplepracticeacceptingandaffirmingoneanother.Nooneeversaidself-managementiseasy.
[Facilitator:Useanillustrationfromyourownexperienceorcontinuewiththecase.]
Intheexampleofthetwocoworkerswithtwodifferentapproachestowork,theybothfeltangerandresentmenttowardeachotherwhilestrugglingforcontroloftheproject.Behindeachother'sbacks,theytalkedtootherpeopleindisparagingwaysabouteachother.Aftertheytalkedouttheirdifferencesandresolvedtheproblem,theangerandresentmentevaporatedandtheylearnedtorespecteachotherasindividuals.Theresultwasaprojectthatincorporatedthebestofbothapproaches.
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InstructionstoParticipants
Thisactivityisanexerciseinself-disclosureandacceptanceandaffirmationinwhichyouworkwithanotherpersontodotwothings:(1)discloseinformationaboutyourselftoanotherperson,and(2)listentoanotherpersonwithoutinterpretingwhatthatpersonsaidorformingavaluejudgmentaboutthatperson.
[Facilitator:DistributetheAcceptance/AffirmationInstructionsandSelf-DisclosureStatementsnow.Readtheinstructionsaloud.]
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Exercise15.5Trust
Instructor'sNotes
Thereareactuallytwoexerciseshere:(1)anexerciseforintactworkgroupsorteams,and(2)anexerciseforpeoplewhodon'tknoweachotherverywell.Thetwoexercisesaredistinguishednotbytheinstructionsbutbythematerialsusedinthediscussionsbetweenpeople.Therefore,TrustStatementsforParticipantsWhoWorkTogetherandTrustStatementsforParticipantsWhoDon'tWorkTogetheraredifferentandshouldnotbeusedwithanygroupotherthantheonespecifiedinthetitle.
Separatetheparticipantsintopairs.Inaworkshopwherepeopleordinarilyworktogether,havetheparticipantsfindpartnerswhomtheydon'tknowverywelloratall.Inaworkshopwherepeopledon'tworktogether,savethisexerciseuntilaftertheyhavehadsomeexperienceswitheachotherintheworkshop.
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeableto:
Testtheirwillingnesstotrustpeople.
Expresstheirtrustforatleastonepersontheydon'tknowallthatwell.
Self-ManagementSkillsInvolved
Opennessandhonesty
Trust
Communication
Requirements
Time: Approximatelysixtyminutes
Materials: TrustStatementsforParticipantsWhoWorkTogetherworksheet
TrustStatementsforParticipantsWhoDon'tWorkTogetherworksheet
Flipchartandmulticoloredmarkers
Preparation:Photocopytheappropriateworksheetforeachparticipantinyourworkshop.
RoomSetup:
Anyarrangementthatallowspairsofparticipantstotalkwitheachother
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LectureNotes
Ifwedon'ttrustpeople,howcanwe:
Dependonpeopletodotheirjobs?
Relyonpeopletosupportourefforts?
Expectpeopletotellusthetruth?
Expectpeopletotrustus?
Trustisanessentialelementofrespectforothers.Self-managedpeopletrustotherpeople.It'srisky,butit'sworthit.AccordingtoRosalieMaggio,inherbookQuotationsFromWomenonLife,themovieactressGeenaDavisissupposedtohavesaid:"Ifyourisknothing,thenyouriskeverything."1Davismaynothavebeentalkingabouttrustingotherpeople,butshemightaswellhavebeen.
Eachandeverythinginourlivesinvolvesotherpeopleinsomeway.Wehavetotrustthemtodowhattheyaresupposedtogoinourrelationshipwiththem,andwecan'ttakeresponsibilityforseeingtoitthattheydoit.Thevendorsorcustomerswithwhomwedeal,ourcoworkers,thepeoplereportingtous,andthepeopletowhomwereportfamilymembers,governmentofficials,socialleaders,thewholeworldaroundushaveresponsibilitiesformaintainingsocialorderandcommerce.Unlesswetaketheriskoftrustingotherpeople,weputourselvesinthepositionofthemaincharacterinthemovie"ConspiracyTheory,"andinthatwayweriskeverything.
[Facilitator:Ifyouhaven'tseenthatmovie,Isuggestyouviewittoexplainittoparticipantswhohaven'tseenit;or,haveastudentintheclassexplainit;or,justomitthereferencetoit.]
Thisdoesn'tmeantotrustwithoutquestion.Onlyinfantsdothat.Peopleearnourdistrustbywhattheydoandsay.Otherwisetheyneed
notearnourtrustuntiltheydosomethingtoprovethey'renottrustworthy.Justlikeanythingelseinself-management,weneedtopracticetrustingpeople.That'swhatthisexerciseisallabout.
[Facilitator:Distributetheappropriateworksheetandthenreadaloudoneofthetwofollowingexplanations.Explanation1shouldbeprovidedtopeopleworkingtogetherintheworkshopforthefirstandonlytime.Explanation2shouldbeprovidedtopeoplewhoworktogetherregularly.]
Explanation1
Assumethatthetruststatementsreferonlytoyourrelationshipinthisworkshop.Twopossibleoutcomescanhappen.Youwillreinforceexistingtrustlevelsoryou
1RosalieMaggio,compiler,QuotationsfromWomenonLife(Paramus,NJ:Prentice-Hall,1997)82.
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willuncoverareasinwhichtrustlevelscanbeimproved.Sincetheexerciseisdesignedforthepurposeofhelpingyoubuildtrust,acceptwhatyourpartnersaysasaformofinstructivefeedback,notascriticism.Ifyoufeelangerorresentmentwhenyourpartnersayssomethingsuchas"Ididn'tcheckthatItrustyoutotakethisworkshopseriouslybecauseyou'realwayscrackingjokes,"askyourselfwhyyoufeelthewayyoudo.Don'tattacktheotherperson.Instead,askhimorherwhatheorshethinksyoushoulddotorepairtherelationship.Thistypeofdiscussionispracticeforbuildinggreatertrustinotherrelationships.
Explanation2
Duringthisexerciseoneofthreethings,orallofthem,canhappen.One,youwillreinforcethetrustlevelbetweenyouandyourpartner.Two,youwilluncoverareasinwhichtrustlevelscanbeimproved.Three,youwilluncoverareasofdistrustormistrustthatneedadditionalattentionafteryouleavetheworkshop.
Sincetheexerciseisdesignedforthepurposeofhelpingyoubuildtrust,acceptwhatyourpartnersaysasaformofinstructivefeedback,notascriticism.Ifyoufeelangerorresentmentwhenyourpartnersayssomethingsuchas"Ididn'tcheckthatItrustyoutotakethisworkshopseriouslybecauseyou'realwayscrackingjokes,"askyourselfwhyyoufeelthewayyoudo.Don'tattacktheotherperson.Instead,askhimorherwhatheorshethinksyoushoulddotorepairtherelationship.Thistypeofdiscussionispracticeforbuildinggreatertrustinotherrelationships.
ProcessingQuestions
1.Explainwhyyouweretruthfuloruntruthfulintalkingwithyourpartnerabouttrust.
Typicalanswers:IwastruthfulbecauseIthoughtthatitwouldhelpus
makeourrelationshipstronger.IwasuntruthfulbecauseIdidn'tthinkmypartnercouldaccepthowIfeltwithoutgettingangry.
2.Whatdidyourealizeaboutyourselfwithregardtotrustinganotherperson?
Typicalanswer:I'mlesstrustingthanIthought.
3.Howtruthfuldoyouthinkyourpartnerwaswithyouandwhatgaveyouthatimpression?
Typicalanswers:Ithoughtmypartnerwastruthfulbecausesomeofthethingsshesaidhurtalittle.Ithoughtmypartnerwasn'tastruthfulashecouldbebecauseIfelthewastoocomplimentary,anditmademeuncomfortable.
4.Whatconclusionsdoyoudrawfromtheexerciseaboutthevalueorimportanceoftrustingotherpeople?
Typicalanswer:Ifwedon'ttrusteachotheratwork,whomcanwetrust?
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Facilitator'sNotes
Ifanargumentbreaksoutduringoneofthesediscussions,whichtodatehasnothappened,mediatebyaskingthepersonbecomingangryorresentfulwhyheorshefeelsthewayheorshedoes.Youmightgetoneormoreofthefollowingpossibleanswers:
Theotherperson'stoneofvoiceseemedsarcasticorantagonistic.
Theotherpersonusedoffensivelanguage.
Whattheotherpersonsaidhurtmyfeelings.
Ifeelbadaboutwhattheotherpersonsaid,butIcan'tacceptresponsibility.
Discusstheresponsewithbothparties,andinthecasewherethe"otherperson's"toneofvoiceorlanguagewasinfactoffensive,discusshowthosethingscreatedistrustormistrust.Inthecasewherethepersongettingupsetownsuptohurtfeelingsorinabilitytoacceptresponsibility,discusshowthosethingsalsocreatedistrustormistrust.
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Follow-UpActivitiesforDevelopingTrust
LearningObjectivesandOutcomes
Bydoingthisactivity,participantswilltakestepsto:
Evaluateorassesstheirwillingnessandabilitytotrustotherpeople.
Takecorrectiveactiontoimprovetrustlevelswhenneeded.
Self-ManagementSkillsInvolved
Evaluatingorassessingone'sownfeelingsoftrust
Opennesstofeedbackfromotherpeople
Opennesstomakingchangesinone'sownbehavior
Requirements
Time: Thirtyminutestoprepareparticipantsforfollow-upactivity
Materials: InstructionsforFollow-UpActivitiesforDevelopingTrusthandout
Preparation:Photocopythehandout.
RoomSetup:
None
[Facilitator:DistributeInstructionsforFollow-UpActivitiesforDevelopingTrust.]
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SECTIONIVSELFMANAGEDTEAMS''Abracadabra"isamagicword."Self-managedteam"isnot.Yet,inthecommonwisdomofmanagement,self-managedteamresonatesasifitweremagic.Corporateculturesoften,inmyexperience,replacesoundmanagementwithhocuspocus.Theyformteams,tellthemtoworkindependently,butdon'tprepareortrainpeopletofunctionasteammatesandtheysuperimposeateamleaderonateamthatisself-managedinnameonly.
Dubbingateam"self-managed"doesn'tmakeitso,andgenuineself-managementdoesn'tguaranteeeffectiveness.Successfulself-managedteams(SMTs)aredrivenbywillingself-managedpeopletrainedtoworkinsuchateam,andtheymusthavethecompany'sfullsupport.
SemiautonomousteamsoftenmasqueradeasSMTs.Theseworkgroups,whicharen'tinthemselvesineffective,reporttoasupervisororteamleaderappointedbymanagement,theemployeesperformseparatefunctionsandfrequentlygettogethertosolveproblems,makedecisions,andcarryactionplanstomanagementforapproval.Insteadoftheautonomyrequiredformakingateamself-managed,theteam'sheadhasfinalauthorityoverdecisionsandactions.
Theteam'sleaderalsotransmitsmandatesfromuppermanagement,andseestoitthattheteamcarriesoutobjectivesanddoesworkdesignedbymanagement.Theleaderassignswork,monitorsprogress,handsoutrewards.Thus,theleaderdifferslittlefromatraditionalfirst-linemanagerinacommandandcontrolorganization.Whilethisarrangementcanbeefficient,itdoesn'tdriveproblem-solvingdecisionstowheretheybelong:wheretheworkisdone.
Incontrast,anSMTgetsdirectionorobjectivesandamandateforautonomyfrommanagement;that'stherealmeaningofempowerment.Insteadofanappointedleader,theteam,ifitsodecides,electsitsleader,anditdistributesresponsibilitiesthathavepreviouslybeentheprovinceofmanagerstoeachoftheteam'smembers.
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Theteammayaskonepersontomanagethebudget,anothertocommunicatetogroupsexternaltotheteam,andsoon.HowanSMTorganizesitselfanddesignsitsworkareteamdecisions,notmanagementfiats.
Totakeonandfollowthroughonthatkindofresponsibilityrequiresthatteammembersuseself-managementskills.Self-managementtrainingisthereforeessentialforpeopletounderstandwhatanSMTis,whatvaluesitmusthave,thegenericactivitiesthatgointomakingateamsuccessful,andthespecificactivitiesofgroupdecisionmakingandproblemsolving.
OrganizationofSectionIV
TheexercisesinChapter16dealwiththevalues,attitudes,andactivitiestheorganizationanditsSMTsmustaccepttomakeSMTseffective.Alleffectiveorhigh-performanceteamsarecreatedtoachievespecific,well-definedgoalsthatoneindividualworkingalone,oranygroupofindividualsworkingindependentlyofoneanothercannotachieve.SynergysodefinedhasauniqueapplicationinSMTs:NoonepersonmanagesorleadsanSMT,yeteveryonemanagesorleadsitinhisorherownwayandinhisorherowncapacity.Thatmeanseveryonetakesresponsibilityforhisorherindividualassignmentsandforthetasksandprocessesoftheteam.Withoutvaluestolivebynoonetakesresponsibilityforanything.
Chapter17providesactivitiesthathelpteamsworkthroughthesixcommonexperiencesallteamshaveduringtheirlifetimes:Introducing,StageSetting,Probing/Testing,Creating,Producing,andMaintaining.TheuniquenessofanSMToccursafterinitialformation.Managementcreatestheteamandprovidesdirection.Together,managementandtheteammemberssetthestagethatguideshowtheSMTwillfunction.Fromtheretheteamtakesoverallthe
responsibilitiesformanagingtheteam'sexperiences.
TheexercisesinChapter18helpteammembersapplyself-managementvaluesandattitudesintheserviceofadopting,clarifying,andmanagingtheroleseachpersonplaysintheteam.Theteammembersalsocoordinatetherelationshipsbetweenindividualsandbetweentheteamandorganizationalstructures.Asynergisticwhole,representedbytheintersectionoftheinterlockingcirclesofaVennDiagram,emerges.
Self-ManagedIndividualsandSelf-ManagedTeams
Teamtrainingbooksfillbookstoreandlibraryshelves;wereallydon'tneedanotherone.Instead,theseexercisesfocusonuniqueissuesrelatedtoself-managementintheserviceofateam.TheyalsoassumethattheparticipantsareeitheralreadyinSMTsorareabouttobeorganizedintoone.ThistrainingworkswellwithSMTsexperiencingdifficultiesorbarrierstoproductivityortoteammemberrelations,aswellaswithnewlyformedgroups.
Thistrainingalsoworksbestiftheparticipantshavebeenthroughself-managementtraining.Theyknowtheconceptsandskillsinvolvedinself-
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management,andtheycanapplywhattheyknowandcandoasindividualstowhathastobedonetomaketheirSMTsworkwellasagroup(beeffective)aswellasgetthejobdone(beefficient).Whereastheexercisesinthepreviouschapters,evenwhenorganizedasteamactivities,focusedontheindividual,theseexercisesfocusonthedynamicsoftheteam.Theshiftinlearningobjectiveschangesfromself-managementtothemanagementofateam.Thefollowingexercisestakethesamevaluesandskillsinvolvedinself-managementcompetenciesandapplythemtomanagingaworkgroupthathasnomanagerinvolvedinitsdailypursuits.
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16ValuesofSelf-ManagedTeamsByreadingthischapter,youwillbeabletofacilitatetwoexercisesthatwillhelpparticipantsapplyself-managementcompetenciesandvaluestotheactivitiesofSMTs.
Exercise16.1IdentifyingValuesofSMTs
Instructor'sNotes
Exercise16.1isdesignedtohelpparticipantsidentifyteamvaluesandtorelatetheirself-managementcompetenciestomanagingtheteam.Itisalsodesignedtoencouragepeopleto(1)workindependently,(2)workinsmallsubgroups,and(3)workforthebenefitofthewholeteam.Tothoseends,dividethegroupintofourteamswithfromtwotofourpeopleineachsubgroup.ConductPart1beforereferringtoPart2.ConductPart2andPart3asonecontinuousexercise.
Eachsubgrouporteamwilldrawitsownconclusionsaboutthevaluesofteams.Usetheirreportstothewholegroupabouttheiragreed-uponbeneficialvaluesorvaluedactivitiesasthebasisofthediscussion.Forexample,afterateam
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reportsout,youcouldask,"Whydidyourteamthinkthataflatorganizationisofvaluetotheteam?"Or,"Thisteamsaidaflatorganizationisofvaluetotheteam.Whatdotherestofyouthinkaboutthat?"
ThesubgroupsshouldhaveanextrahandoutfromParts2and3oftheexercisetouseforpreparing"mastercopies"oftheteams'conclusionsthatyoucancollectaftertheyarecompletedbyeachsubgroup;reproducethemastercopiesfordistributiontoalltheparticipants.Thatwayeveryonehascopiesofwhateveryoneelsehassaid.
DuringthediscussionsafterPart1andParts2and3oftheexercise,tietheactivitybacktoactualconditionswheretheparticipantswork.Forexample,ask,"Howdoyouseethesevaluesorvaluedactivitiesreflectedinyourdailyoperations?"
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeabletoidentify:
ThepersonalandorganizationalvaluesthatmakeSMTssuccessful
Therelationshipbetweenself-managementcompetenciesandthevaluesofsuccessfulSMTs
Self-ManagementSkillsInvolved
Theabilitytoidentifyone'sownvalues
Communication,especiallytheabilitytoexchangeideaswithotherpeople
Theabilitytoacceptotherpeople'sopinionsorvalues
Requirements
Time: Approximatelyninetyminutes
Materials: ValuesofSelf-ManagedTeamsworksheet
ValueDefinitions/ActionsworksheetsforTeams1,2,3,and4
Flipchartwithassortedmarkers
Preparation:Photocopytheworksheets.
RoomSetup:
-shapeorotherarrangementforintactteamsthatwillencouragediscussion
LectureNotes
Wemeasureateam'sefficiencybyitsresultsthemostreadilyaccessiblemeasureofanSMT'sperformance.However,focusingonlyonresultsneglectsthesocialside
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ofanSMT'slife,theaspectsofSMTperformancethatmeasuretheteam'seffectiveness(vision,assumptions,values,interpersonalrelations,paradigms,attitudes).Inpopularjargon,wedistinguishbetweenwhathastobedone(taskdynamics)andhowthingsgetdone(processdynamics).Whetherwetalkabouttaskdynamicsorprocessdynamics,valuesandattitudesdrivethelifeofanSMT.
Avalueisabelieforfeelingpeopleconsidertobeworthwhileordesirable;anattitudeisareadinesstoactonavalue.Inourcontext,thepersonalandorganizationalvaluesandattitudesofanSMTmakeituniqueinrelationtootherworkplaceorganizations.SMTsfostersynergytheabilitytoachievespecific,well-definedgoalsthatoneindividualworkingalone,oranygroupofindividualsworkingindependentlyofoneanothercannotachievebyremovingartificialbarriersbetweenmanagementandnonmanagement("they"or"them").Self-managementvaluesandattitudescombine"I"and''you"into"us,"thewholethatmakestheresultsgreaterthanthesumofitsparts.
[Facilitator:Openadiscussionbyasking,"Whataresomeofthevaluesofeverydaylife?"AnswerscouldincludeTheTenCommandments,theSermonontheMount,theWayofTaoism,andtheDeclarationofIndependence.]
Valuesformacodeofespousedvaluesthatoftenliehiddenfromotherpeople'sperceptionsorthat,whenspokenorwritten,aredeclaimedloudlybutaren'tvisibleinbehavior.ForanSMTtosucceedthemembersmustnotonly"talkthevaluestalk,"theymustalso"walkthevalueswalk."InanSMT,doasIdoisasimportantasdoasIsay.
Inthisactivity,wehavetwoquestionstoanswer:(1)WhatarethepersonalandorganizationalvaluesthatdriveSMTs?(2)Whataretheactionsorbehaviorstowhichwemustcommittomakeespousedvaluesconcrete?
[Facilitator:Separateyourteamintosubgroupsoffromtwotofourpeople.DistributetheValuesofSMTsworksheetandreadtheinstructionsaloud.Allowmoretimeforgroupactivityifneeded.Useyourowndiscretionfortheamountoftimetoextend.]
DiscussionafterPart1oftheExercise
1.Eachsubgroupreadsitslistofwords.
2.Asateamreadsitslist,theothersubgroupscheckitemstheydidnotlist.
3.Ask,"Whatisthevalueofbreakingdownintosmallergroupsandthencomparingresults?"
TypicalAnswer:Peoplefeelfreertotalkinasmallgroup,andthesmallgroupscanthencontributetoalargergroupanswer?"
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4.Ask,"Whataccountsforthedifferencesbetweenthegroupsandhowsignificantisthefactofdifferences?"
TypicalAnswer:Peoplehavedifferentideasorvalues,andbycomparingthedifferences,andresolvingthem,youcanproduceahigherqualityoutcomeorresult.
InstructionstoParticipants,Part2
[Facilitator:DistributetheValuesDefinitions/Actionsworksheetstoeachteam.]
1.InthehandoutValueDefinitions/Actionseachteamhaseightorninewordsorphrasestodefine.
2.Asagroup,definethoseterms.
3.Makeyourdefinitionssufficientlycomprehensivetoincludeboththeindividualandtheorganization.
4.Youhavethirtyminutestocompletethispartoftheexercise.
5.Electascribe/reporterwhosedutieswillinclude:
Makingamastercopyofthedefinitionsofthewordsorphrases
Writingthedefinitionsonyourflipchart
Reportingyourteam'sfindingstotheassembledgroup
InstructionstoParticipants,Part3
1.Asateam,useyourhandouttolistfiveormorebehaviorsoractionsyoubelievearenecessaryformakingeachofthesevaluesconcreteorvisible.Forexample,sayyoudefine"flexibility"asawillingnesstodotheteam'sworkdifferently.Abehaviormightbe,"Researchandidentifyalternativemethodsforsolvingoldproblems."
2.Designyourliststoincludebothindividualandorganizational
actions,anddistinguishthem.Followingthroughontheexample,youcouldrefertoindividualsbysaying,"Eachpersonmakesanefforttoresearchnewmethods"andrefertotheorganizationbysaying,"Theorganizationshouldmakeadditionalresourcesavailable."
3.Youhavetenminutesforthispartoftheexercise.
4.Thescribe/reporterwillhavethefollowingduties:
Addthegroup'sactiondecisionstothemastercopyofthehandout.
Writetheactionlistsontheflipchartandreporttothewholegroup.
Handinthemastercopyofthehandouttobeduplicatedfordistributiontoalltheparticipants.
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DiscussionafterPart3
1.WhatbeneficialvaluesoractivitiesdoyoufindonthejobthathelpyouworkasanSMT?
Typicalanswersvarywiththeorganization,butsomeanswerscommonlyrelatetowhattheorganizationdoestoundermineself-management,creatingsemiautonomousteamsandnotSMTs.Groupscomplainthattoomanybeneficialvaluesareespousedandnotimplemented.
2.Whatcanyouortheorganizationdotoincreasethedegreetowhicheveryone"walksthewalk"?
Typicalanswersrelatetothekindofanswersgiventoquestion1.
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Exercise16.2The"I"intheWord"Team"
Instructor'sNotes
Divideintactteamsintosubgroupsoftwotofourpeople.Theexerciseisdesignedtohelpeveryonejoininthediscussionandtoensurethateveryonecanidentifyhisorherownneedsaswellastosuggesthowtheteamcanhelphimorherbeamoreproductiveteammember.
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeableto:
Explainthevaluesinvolvedintherelationshipbetween"I"and"Team."
Explaintherelationshipbetween"I"and"Team."
Identifytheirneedswithregardtoteammembership.
Self-ManagementSkillsInvolved
Theabilitytoidentifyone'sownneeds
Theabilitytoconsiderone'sownneedsasimportantasanyoneelse's
Communication,especiallytheabilitytolistentootherpeopleexpresstheirownneeds
Theabilitytoempathizewithotherpeople'sfeelingsabouttheirownneeds
Requirements
Time: Approximatelysixtyminutes
Materials: Instructionsforthe"I"intheWord"Team"Exercisehandout
The"I"intheWord''Team"worksheet
Flipchartwithassortedmarkers
Preparation:Photocopythehandoutandworksheet.
RoomSetup:
-shapeorotherarrangementforintactteamsthatwillencouragediscussion
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LectureNotes
Thecommonwisdomofteamsisboundupintheslogan,"ThereisnoIinthewordteam."Ibegtodiffer.Withoutagroupof"I's"poolingtheirresourcesandstrengths,thereisnoteam.
Yes,theindividualfrequentlysacrificeshisorherownneedsandalwaysconsiderstheneedsofthegroup,butthegroupignorestheneedsorinterestsoftheindividualatitsownperil.AnSMT,composedofself-managedpeople,considersindividuals'rights,needs,andinterestsaswellastheteam's.Otherwise,noonewouldwanttoworkinone.
Inthisexercise,youwilllookat:(1)thevalueofeachindividualmember,(2)therelationshipoftheindividualtotheteam,and(3)therelationshipoftheorganizationtotheteam.
[Facilitator:DistributeThe"I"intheWord"Team"Instructionshandoutandworksheetnow.Readaloudtheinstructionsfortheindividualactivityandthegroupactivity.]
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Follow-UpActivitiesforBuildingaStrongerSMT
Instructor'sNotes
EncourageSMTstodoregularprogresschecksastohowtheyarefunctioningasateam,toassesshowwelltheteamandtheorganizationare"walkingthetalk,"andtoreevaluatewhatindividualsneedfromtheteamandwhattheteamneedsfromitsmembers.
LearningObjectivesandOutcomes
Bydoingtheseactivitiesparticipantswilltakestepsto:
Identifyandreinforcetheirteamstrengths.
Worktoimproveareasinwhichtheteamneedstotakecorrectiveaction.
Self-ManagementSkillsInvolved
Risktakingandtrust
Decisionmaking
Openness,honestywithoneselfandwithoneanother
Communication,especiallygivingfeedbacktoteammates
Requirements
Time: Fiveminutestoreadinstructionsplusdiscussiontime
Materials: InstructionsforFollow-UpActivitiesforBuildingaStrongerSMThandout
Preparation:Photocopythehandout.
Room Anyarrangementinwhichtheteammeets(e.g.,a
Setup: conferencetable)
[Facilitator:DistributetheInstructionsforFollow-UpActivitiesforBuildingaStrongerSMThandoutandreadthemaloud.]
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17SixCommonTeamExperiencesThatTurnValuesintoActionByreadingthischapter,youwillbeabletofacilitateanexercisethatwillhelpteammembersgraspthesixcommonexperiencesteamshaveandhowanSMTmanagesthoseexperiences.
Exercise17.1SixCommonExperiencesofTeams
Instructor'sNotes
Theexerciseworksbestifyousayverylittleinsettinguptheactivities.Themoretheparticipantsdrawtheirownconclusions,thebetter.ThesixexperiencesareIntroducing,StageSetting,Probing/Testing,Creating,Producing,Maintaining.Theself-managementskillsinvolvedalsoreflectthevaluesanSMTmustapplyinordertobeeffective.
Dividetheteamorclassintosubgroupsofthreeorfourpeopleeach.WalktheparticipantsthroughthesixexperiencesasdescribedinInstructionstoParticipants,and,
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sincetheactivitiesaredesignedasself-discoveryexercises,offerfewornoexplanationsuntilaftertheentireexerciseiscompleted.
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeableto:
Explainthesixcommonexperiencesofteamsthatturnvaluesintoaction.
ExplainuniquesituationsthatoccurwhenSMTsundergothoseexperiences.
Self-ManagementSkillsInvolved
Theabilitytorecognizeone'sownstrengthsandthecontributionsonecanmaketotheteam
Communication,theabilitytoexchangeinformationaboutoneselfandtheabilitytocontributetoandtoinfluenceteamproblem-solvingactivities
Theabilityandthewillingnesstolearnmoreaboutotherpeople,toaccepttheircontributionstoteamproblem-solvingactivities,andtobeinfluencedbyotherpeoplewhenappropriate
Requirements
Time: Approximatelytwohours(lengthdependsondiscussiontimeallowed)
Materials: ObjectivesoftheExerciseoverhead
MethodsYouWillUseintheExerciseoverhead
RolesYouWillPlayoverhead
Taskenvelopeswiththebirthdaycakeworksheet,
theInstructionsfortheBirthdayCakeActivityhandout,andtheObserver'sGuidefortheBirthdayCakeActivityhandout
SolutiontoCuttingtheBirthdayCakeoverhead
Flipchartwithlinedpaperandmulticoloredmarkers
Equipment: Overheadprojectorandscreen
Preparation:Preparetheoverheads.
Photocopythehandoutsandworksheet.
Stufftaskenvelopeswiththebirthdaycakeworksheet,theInstructionsfortheBirthdayCakeActivityhandout,andtheObserver'sGuidefortheBirthdayCakeActivityhandout.
RoomSetup:
Roundtablesforgroupsofthreeorfourpeople
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LectureNotes:Introducing(FiveMinutes)
[Facilitator:Theseinstructionsaretobeprovidedwithoutahandout.]
InstructionstoParticipants
1.Raiseyourhandifyouaresittingatatablewhereyouknowhalformoreoftheotherpeople.
2.Thoseofyousittingattableswithpeopleyouknow,changeplacesandsitwithpeoplewhomyoudon'tknowatall,knowonlyslightly,orwouldliketoknowbetter.
3.Introduceyourselvestooneanotherfollowingthisoutline.
Nameandtitle
Mostimportantjobactivity
Expectationsfromthisworkshop
Anythingelseaboutyourselfyouwouldlikeyourpartnerstoknow
LectureNotesaftertheActivityIsOver
ThisistheexperiencecalledIntroducing.Wheneveranewteamformsornewpeoplecomeintotheteam,yougothroughthisexperience.
DiscussionQuestions
1.WhatdoesthisactivitytellyouabouttheIntroducingexperienceofteams?
Typicalanswer:It'simportanttoknowsomethingaboutthepeoplewithwhomyouwork,especiallyifyourteamisjustbeginningtoform.
2.Whatdifferencewoulditmakeifanewgroupdoesn'tgettimeandopportunitytolearnaboutoneanother,evenatthissuperficiallevel?
Typicalanswer:Wecouldn'tcommunicateverywellwitheachother.
3.Whathappenswhenanewpersonentersthegroup?
Typicalanswer:Here'sanotherperson,andwe'dbettertakesometimetogettoknowher,giveherachancetofindoutaboutus,butsometimeswedon'tdoitordon'tdoitwellenough.
4.Whataresomeoftheexpectationsyouhaveoftheworkshop?
[Facilitator:Letpeopleanswerasyouwritetheanswersonaflipchart.]
LectureNotes:SettingtheStage(TwoMinutes)
[Facilitator:Theoverallpurposeofthisexerciseistoundergothesixcommonexperiencesofteams,notjusttohearaboutthem.PutuptheObjectivesoftheExerciseoverheadnow,butdonotgointoanydetailabouttheexperiences.]
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InstructionstoParticipants
Youhavejustundergoneoneofsixexperiencesofteams.Introducingisanimportantactivitythathelpsfacilitateteamcommunication.Intheoverhead,theIntroducingexperienceislistedfirst,butaswediscussed,introducingtakesplaceeverytimesomeonenewenterstheteam.Aswecontinuetheexercise,herearetheoutcomestoexpect:Introducing,StageSetting,Probing/Testing,Creating,Producing,Maintaining.
[Facilitator:PutupMethodsYouWillUseintheExerciseoverheadnow.]
IntheIntroducingpartoftheexercise,you'vealreadyusedtwoofthemethodsthatyouwilluseduringtheexercise.Youtalkedwithoneotherpersoninasmallgroupdiscussionandwe'veheldalargegroupdiscussionaboutwhatyoudid.Inafewminutesyou'llbeengagedinagroupproblem-solvingdiscussionandmakedecisionsasagroup.
[Facilitator:PutupRolesYouWillPlayoverheadnow.]
Evenifyou'veworkedtogetherbefore,becausewe'verestructuredyourteamintosubgroups,youareactingasanewlyformedteam.Theremainderoftherolesarelistedontheoverhead:Membersofanewlyformedteam,Problemsolvers,Decisionmakers,Evaluatorsofexperience,Planners.
LectureNotesaftertheActivityIsCompleted
Talkingaboutobjectives,roles,andmethodsaswejustdidillustratestheexperiencecalledSettingtheStage.Inthisstage,asanSMT,youshouldalsodesignanddevelopobjectives,methods,withoutthecontrolsfromoutsidemanagementthatmyinstructionsandmaterialsrepresented.
DiscussionQuestions
1.HowwouldyoufeelifIhadn'texplainedtheobjectivesandmethodsofthisexerciseandtherolesyouwillplay?
TypicalAnswer:Atatotallossastowhatwearedoingandwhatisexpected.
2.Duringyourintroductionstooneanother,youdiscussedyourexpectationsforthisworkshop.Howdidtalkingaboutyourexpectationshelpsetthestagefortheworkshop?
TypicalAnswer:Inowhaveanideaofwhatatleastoneotherpersonthoughthe/shewouldgetoutofbeinghere,andatleastoneotherpersonhasanideaaboutwhatIwant.Maybewecanhelpeachothermeetthoseexpectations.
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3.If,bytheendofthisworkshop,wewon'thavemetthoseexpectations,howdoyouthinkyouwillfeel?
Typicalanswer:Especiallysincewetoldyouourexpectations,we'dfeelletdownifyoudon'thelpusmeetthem.
LectureNotes:Probing/Testing(TenMinutes)
[Facilitator:Theseinstructionsaretobeprovidedwithoutahandout.]
InstructiontoParticipants
1.Electatimekeeperanddividethetenminutesequallyamongeachperson.
2.Everyoneatthetablewilldescribeonethingabouthimselforherself(skills,knowledge,aptitudes,etc.)heorshedoesn'tthinkanyoneatthetablewouldknow.Forexample,ifyouthinkthatnooneknowsyouhaveahobby,suchaswoodworkingorcamping,orthatyoureallydoliketocrunchnumbers,that'swhatyoutalkabout.Nothingobvious,suchas''Ihavehazeleyes."
3.Whenlisteningtoapersontelltheonething,donotinterrupt.Writeitdownifyouwish.
4.Whenheorshehasfinished,youmayaskquestionstoclarifysomethingyoudon'tunderstandoraskthepersontoexpandonorelaborateonsomethingheorshehassaid.
LectureNotesaftertheActivityIsCompleted
ThisexperienceiscalledProbing/Testing.WhereasIntroducingscratchesthesurfaceofgettingtoknowpeople,Probing/Testingpushestheenvelopeofsuperficialworkrelationships.
DiscussionQuestions(NoMoreThanFiveMinutes)
1.Whatdidyoulearnaboutthepeopleatyourtablethatyouthinkisvaluableinformationaboutthem?
Typicalanswers:[Variesfromgrouptogroup.Peopleusuallytalkabouthobbiesorskillsthatotherpeoplemightnothavehadanopportunitytoseeorpreviouslyhearabout.]
2.Howwillthatinformationhelpyouandtheteamworktogethermoreeffectively?
Typicalanswer:Themoreweknowaboutoneanother,especiallyaboutoneanother'spreferences,theirvalues,andhowtheyliketoworkordon'tliketowork,thebetterwecanworktogether.
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Instructor'sNotes:Creating,Producing,andMaintaining
Distributetaskenvelopestoeachtableandhavetheparticipantsplacetheminthemiddleofthetable.Donotoffertheenvelopeforonlyonepersontohandle.Eachgroupwillhavetoself-selectifitwantsonepersontomanagetheprocess.
Inthispartoftheexercise,theteamswillhaveaproblemtosolveandtaskstoperform:dividingabirthdaycakeamongfourteenpeopleusingonlyfourstraightcutswithaknife.Thatistheonlyinstructiontheparticipantswillreceive.Theyhavetomakethedecisionsastohowtodoit,especiallywhetherthepieceswillbeofequalsizeandiftheycancutthecakehorizontally.
Assimpleastheactivityseems,manypeopledonotsolvethisproblem.Evengroupsofengineershavedifficultywithitbecausetheyfailtomakethedecisionsabove.Insomeclasses,noonesolvestheproblem.
Participantslearntheimportanceoflisteningtooneanother'ssuggestions.Theyalsoseethatproducingisacomplexprocess,evenwithaproblemasapparentlysimpleasthis.
LectureNotes:Creating,Producing,andMaintaining(Forty-FiveMinutes)
InstructionstoParticipants
1.Eachteamhasatasktoperform.
2.Eachteamhasasealedenvelopeinthemiddleofthetable.
3.Opentheenvelopandreadtheteam'smissionasdescribedontheBirthdayCakeActivityworksheet.Donotcontinuewiththetaskuntilcompletingthenextstep,whichI'llexplainwhenyou'reready.
[Facilitator:Allownomorethanthreeminutesfortheteamstoreadthemissionstatement.]
4.TurntotheadditionalinstructionsattachedtotheBirthdayCake.
[Facilitator:Readaloudfromtheinstructionshandout.]
DiscussionNotesaftertheWholeExerciseIsCompleted
Thelastpartoftheexerciseconsistedofthreeexperiences:Creating,Producing,andMaintaining.Bydecidingonamethodorgroupofmethodsforcompletingthetask,youengagedincreatingactivities.Bycompletingthetask,youengagedinproducing.Aftercuttingupthecake,whenyoudecidedonwhatwaseffectiveorwhatwasn'teffectiveforsolvingtheactivity'sproblem,youengagedinonetypeof
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maintainingactivity.Whenyouagreedonwhatyoucandointhefuturetobemoreeffectiveatsolvingproblems,youengagedinanothermaintainingactivity.Intheexerciseasawhole,youengagedinallsixcommonexperiencesofteams:Introducing,StageSetting,Testing/Probing,Creating,Producing,andMaintaining.
[Facilitator:YoucanusetheoverheadObjectivesoftheExerciseasaguideforthisdiscussion.It'sadvisableforyoutoasktheparticipantstoidentifytheactivitiesthatmarkeachoftheexperiences,takingeachexperienceoneatatime.Bestanswersshouldincludethefollowing.]
Introducing.Gettingtoknowoneanotheratasuperficiallevel,whenanewgroupformsorwhennewpeopleenterthegroup.
StageSetting.Findingoutwhythegrouphasbeenformed,settinggoalsforthegroup,lookingatmethodsandresources,identifyingindividualroles;writingagroupcharterorconstitution.
Probing/Testing.Gettingtoknowoneanotherbetter:strengths,weaknesses,interests,values,attitudes,personalresources.
Creating.Designingoutputs,designinggroupprocesses,designingmethods.
Producing.Doingtheworkofthegroup.
Maintaining.Seeingtoitthatthegroup'sresourcesareavailableandaccessible,reporting,communicatinginternallyandexternally,planningforthefuture,buildingrelationshipswithgroupsoutsidetheteam.
LectureNotestoUseAsaWrap-UptotheWholeExercise
Everyteamexperiencestheseactivitiesthroughoutitslifetime.Theymaynotexperiencetheminthesequencewejustfollowed,andthey
maynotexperienceoneormoreoftheactivities.It'slikelythatifateamdoesn'tundergoanyonegivenexperience,theteamwillfacemanydifficulties,oftencalledStorms,disagreementsorconflictsthatifleftunresolvedcandestroytheteam'seffectivenessortheteamitself.
Stormscanoccuratanytimeinthelifeofateam.Theycanalsooccurduringanyoneofthesesixexperiences.DisagreementsorconflictscanoccurevenduringIntroducingactivities.
[Facilitator:Describeyourownexperienceofsuchaconflict,butifyouhaven'tone,usethefollowing.]
Forexample,inanewlyformedcross-functionalteaminadivisionofamultinationalfinancialcorporation,mostofthepeoplehadneverworkedtogetheranddidn'tknoweachotherverywell.Duringthefirstmeeting,twopeoplewhopreviouslyhadhaddifficultieswitheachotherbegananargumentthatledtooneofthetwo,whoseskillswereessentialtotheteam'ssuccess,walkingoutandrefusingto
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workwiththeteamunlesstheotherpersonwascutloose.Thedivisionheadhadtostepinandmediatethesituationtoeveryone'ssatisfaction.
Now,ifthesesixexperiencesarecommontoallteams,whatdoesitmatteriftheteamsareself-managed?
[Facilitator:AsktheparticipantstodistinguishbetweenSMTsandotherteams,especiallysemiautonomousteams.Iftheyhavetroubledoingso,offerthefollowingexplanationtakenfromChapter18.Ifyouhavealreadyprovidedtheclasswiththisexplanation,usethenotesasareminder.Ifyouhaven'tusedthisexplanationbefore,youcanprovidethewholelecture.]
Semiautonomousteamsdominateenvironmentswhereteamsexist.Inmanyoftheseworkgroups,theemployeesperformindependentfunctionsandgettogethertosolveproblems,makedecisions,andcarryoutactionplans.However,theteamreportstoasupervisororteamleaderappointedbymanagementtooverseetheprocess.Insteadofautonomyinthebroadestsense,theteam'sheadhasfinalauthorityoverdecisionsandactions.
Theteam'sleaderalsocarriesmandatesfromuppermanagementtotheteam,seeingtoitthattheteamcarriesoutobjectivesanddoesworkdesignedbymanagement.Theleaderassignsordelegatesthework,monitorsprogress,andhandsoutrewards.Inshort,theteam'sleaderdifferslittlefromthetraditionalfirst-linemanagerinacommandandcontrolorganization.
Ontheotherhand,agenuineSMTgetsitsdirectionandamandateforautonomyfromuppermanagement;that'stherealmeaningof"empowerment."Insteadofanappointedleader,theteam,ifitsodecides,electsitsleader,andtheteamassignsresponsibilitiesthathavepreviouslybeentheprovinceofmanagerstoeachoftheteam's
members.Forexample,theteammayassignbudgetmanagementtooneperson,orassigntheresponsibilityforcommunicatingtogroupsexternaltotheteamtoanotherperson,andsoon.HowanSMTorganizesitselfanddesignsitsworkareteamdecisions,notmanagementfiats.
Let'stakeeachexperienceandtalkabouthowanSMTmighthavetomanageit.
[Facilitator:Ifyourparticipantshavedifficultycomingupwithanswerssimilartothese,helpthemout.]
Introducing
WhenanewSMTforms,someonefrommanagementsetsuptheinitialmeeting.However,aftertheinitialmeeting,whenaddingorreplacingmembers,anSMTdoesitsowninterviewing,selecting,andhiring.Theythereforegothroughalltheritualintroducingprocessesofinductingnewmembers.IfthecompanyformsanSMToutofanestablishedworkgroup,theinitialintroducingisnotneededatallbecauseeveryonealreadyknowseveryoneelse.
StageSetting
Inasemiautonomousteam,managementdesignstheteam'sobjectivesandworktobeperformed.Theworkisassignedordelegated,andtheteamtakesallitsdirection,form,andexpectationsfrommanagement.WhenanewSMTforms,someonefrommanagementsetsthestageorcontributestotheexperienceby
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explainingitsexpectations.Managementthenturnstheteamloosetodevelopitsownstructureandteamexpectations.Often,theteamwritesacharterorconstitutiontoidentifymembers'expectationsofoneanother.
Probing/Testing
Asemiautonomousteamengagesinverylittleprobing/testingbecausemanagementgivestheteamitsgoals,methods,andstructure.Whatprobing/testingdoesgoonfocusesonlyoninterpersonalrelationships.MembersofanSMTprobeandtestnotonlyforinterpersonalrelationshipsbutalsoforhowtheworkcangetdonemosteffectivelyandbywhom.Theyprobeandtestforhowbesttogettheworkdoneandhowbesttomanagetheteam'sprocesses.
Creating
Inasemiautonomousteam,usually,managementnotonlycreatesthegoals,italsocreatestheobjectives(milestones)andthemethodsforachievingthem.Ifmanagementgivestheteamthemissiontodesigntheoutputs,theteammaydoso,buttypicallythedesignisgiventotheteam.InanSMT,managementwillcreategoals(givedirection),butitwillgivetheteamtheautonomytosetobjectivesandmethodsforachievingthem.Mostfrequently,thedesignofworkandoutputsistheteam'sresponsibility.
Producing
Asemiautonomousteamdoeswhatmanagementasksittodo.AnSMTdoessoalso,butasaresultofteamdecisionsastohowtogetitdone.
Maintaining
Asemiautonomousteammayoftensolveitsownproblemsandmakedecisionsabouthowtosupporttheteam,butthentheteammustseek
theapprovalfrommanagementbeforemovingforward.ManagementgivesanSMTtheauthoritytoactonitsowndecisionsastohowtosupporttheteam,and,whennecessary,reorganizeit.
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Follow-UpActivitiesforManagingtheSixCommonExperiencesofTeams
Instructor'sNotes
Providetheparticipantswiththisopportunityaftertheyhavecompletedthewholeexercise.
LearningObjectivesandOutcomes
Bydoingtheseactivitiesparticipantswilltakestepsto:
Identifyandreinforcetheirteamstrengths.
Takecorrectiveactiontomanageexperiencesthatrequireattention,forexample,improvetheleveltowhichpeopleprobe/test.
Self-ManagementSkillsInvolved
Risktakingandtrust
Decisionmaking
Openness,honestywithoneselfandwithone'steammates
Communication,especiallygivingotherpeoplefeedback
Requirements
Time: Fiveminutestoreadinstructionsplusdiscussiontime
Materials: InstructionsforManagingtheSixCommonExperiencesofTeamshandout
ChecklistforManagingtheSixCommonExperiencesofTeamshandout
Preparation:Photocopythehandouts.
RoomSetup:
Anyarrangementinwhichtheteamworks(e.g.,conferencetable)
[Facilitator:Distributetheinstructionsandchecklisthandouts.Thenreadtheinstructionsaloud.]
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ChecklistforManagingtheSixCommonExperiencesofTeams
Experience PossibleActivities
Introducing Interviewing,selecting,andhiring
Inductingandintroducingnewmembers
SettingtheStage
Developstructure
Identifyanddiscussteamexpectations
Writeacharterorconstitution
Probing/TestingDiscussinterpersonalrelationships
Discusshowtheworkgetsdoneandcorrectiveactionsneeded
Discusswhoisdoingwhatandwhatchangesmighthavetobemade
Discusshowbesttomanagetheteam'sprocesses
Creating Setobjectivesandmethodsforachievinggoals
Designofworkandoutputs
Producing Identifyteamproductionrequirements
Identifyresourcesneeded
Dothework
Testeffectivenessofhowtheworkisdoneandresultsachieved
Maintaining Evaluateeffectivenessoftheworkdoneandresults
achieved
Takecorrectiveaction
Evaluatewhatresourcestheteamhasandwhattheyneed
Acquireresourcesneededanddistributetoteammembers
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18RolesandRoleManagementBytheendofthischapter,youwillbeabletofacilitatetwoexercisesthatwillhelpparticipantsidentifytherolestheyplayinanSMTandtheroletheorganizationmustplaytosupportSMTs.TheseexercisesarebestsuitedforintactSMTsandnotforgeneralaudiences.Ifyoudoworkwithagenericaudience,youmaywanttheparticipantstorefertotheirexperiencesandrole(s)ontheirteamintheworkshop.Theexercisesworkverywelltogetherasasetthatleadstothevisualmodelillustratingtheinterdependenceofteammembers,SMTs,andtheorganizationusedinExercise18.2.
Insomecases,yourworkshopmayinvolveworkersfromabusiness'ssitebutwhoworkindifferent,interactiveteams.Mixingtheminworkshopteamswillallowthemtheopportunitytoclarifyrolesacrossteamlinesandtoimproveinteractionbetweentheirteams.
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Exercise18.1RolesWePlay
Instructor'sNotes
Thepurposeofthisexerciseistohelptheparticipantsidentifytherolestheyplayandtherolesotherpeopleexpectthemtoplay.It'simportanttoseparatetheparticipantsintoteamsoffourtosixpeople,preferablyallonthesameworkteamoronthesamecross-functionalteam.
Whenlecturing,maketheexperienceinteractive,encouragingpeopletodiscussactionrolesandtosupplyillustrations.Whentalkingaboutroleexpectations,askpeopletoexplainwhatrolestheyexpectanotherpersonontheteamtoplay.
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeabletoexplainandapply:
Thefourkeyaspectsofarole:RoleConcept,RoleExpectations,RoleAcceptance,andRoleBehavior(orPerformance)
RolesandresponsibilitiesintheirSMT
Teamexpectationsofeachofitsmembers
Individualmemberexpectationsofotherteammembers
Self-ManagementSkillsInvolved
Theabilitytoidentifytheteamrolesapersonshouldplayaswellasthoseheorshedoesplay
Thewillingnesstoacceptfeedbackfromotherpeopleevenifitdoesn'tagreewithourperceptionsofourselvesandtheteamrolesweplay
Communication,theabilitytogiveotherpeoplefeedbackabouttheteamrolestheyplay
Thewillingnesstoacceptotherpeople'sperceptionsoftheteamrolestheyplay
Requirements
Time: Ninetyminutestotwohours
Materials:FourKeyAspectsofTeamRoleshandout
TaskActionRoleshandout
ProcessActionRoleshandout
InstructionsforCompletingtheTeamRole(s)Gridhandout
TeamRole(s)Gridworksheet
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Preparation:Photocopythehandoutsandworksheet.
RoomSetup:
Groupswithnofewerthanfourpeople,preferablyatroundtables
LectureNotes
In1961psychologistGordonAllport,talkingaboutpersonalitydevelopment,describedbehaviorasrolesweplayinourrelationshipswithotherpeople.Wecandescribeourbehavioronworkteamsthesameway.
Weeachhaveatleastoneroleweplayinourgroup.Sometimeswedon'tevenknowwe'replayingtheroleorroles,we''justdowhatwehavetodo"withoutanalyzingordiscussingwhatwedo.Peopletakeforgrantedthatwewilldoourjobsanddothemwell.However,notconsciouslymanagingtherolesweplaywillleadtoproblemswhenotherpeopledon'texpectyoutoplaythoserolesorexpectyoutoplaydifferentrolesthanyouthinkyoushouldplay.
[Facilitator:DistributetheFourKeyAspectsofTeamRoleshandoutnow.]
Teamrolesinvolvethetasksamemberperformsandhowthemembercontributestoproducingdesiredoutcomes;thesearecalledtaskroles.Teamrolesalsoinvolvethethingsamemberdoestohelptheteammanagehowpeopleworktogetherandhowproblemsaresolvedordecisionsmade;thesearecalledprocessroles.
Wecanfurthersubdividerolesintothreetypes:
1.SkillRoles.Individualmemberswithspecificskillsnooneelsehasareexpectedtoapplytheseskillsforthebenefitoftheteam.Theseareusuallytaskrolesthatcontributetoproducingtheteam'soutcomes;
however,someprocessrolesalsorequireskills,suchasfacilitationskills.
2.KnowledgeRoles.Individualmemberswithspecializedknowledgenooneelsehasareexpectedtouseandsharethatknowledgeforthebenefitoftheteam.Again,theseareusuallytaskroles,butsomeprocessrolesalsorequirespecialknowledge,suchasmethodsforresolvingconflicts.
3.ActionRoles.Everyoneisexpectedtoperformoneormorerolestoassurethefulfillmentofthegroup'smissionandgoals;thissetofrolesalsoincludeleadershiproles.Bothprocessandtaskrolescanbeactionroles.
Ifwedon'tclarifyroles,confusioncaninterferewiththegroup'sprogressorsuccess.IfweadaptGordonAllport'sideastotheworksituation,wecanthenfindwaystoavoidbarrierstoteamfunctioning.Allportdividedrolesintofourdistinctaspects:1
1AdaptedfromGordonW.Allport,PatternandGrowthInPersonality(NewYork:Holt,RinehartandWinston,1961).
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1.RoleConcept.Whatyouthinkyourroleorrolesontheteamshouldbe.*
2.RoleExpectations.Whatotherpeoplethinkyourroleorrolesontheteamshouldbe.
3.RoleAcceptance.Whatteamroleorrolesyou'rewillingtoaccept.
4.RolePerformance.Whatteam-orientedbehaviorsyouthinkyoualreadyperform.**
Now,wecanapplythesefouraspectsofrolestoanygroupofpeopleworkingtogether.However,onlyinanSMTdoesitmatterthateveryoneontheteamcarefullyandconsciouslyidentifyandassumeteamperformanceroles.Ifrolestheteamneedsareabsent,theteamwillfailatbesttheteamwillbeefficientbutitwillnotbeeffective.
Efficientteamsgettheresultstheyarerequiredtoproduce,theydotheteam'sjobcorrectly.Theyaretask-oriented.WhenanSMTmanagesitstaskdynamics(theaggregateoftaskroles)properly,theteamisefficient,nodoubt,andwillfulfillitsmission.However,toensurethattheteamiseffective,wehavetomanagetheteam'srelationshipsalso.
Managingtherelationshipsoftheteammembershowitsolvesproblems,makesdecisions,includesallthemembers,andothersuchmattersmakesateameffective.Itdoestherightjobtherightwayforcreatingandmaintainingteamcohesion.Thisrequiresmanagingtheprocessdynamicsoftheteam(theaggregateofallrelationshiproles).
Sinceeveryteamneedstoensurethattasksgetdoneandthattheteamworkseffectively,tothesatisfactionofeveryoneinvolved,inanSMT,alltheteammembershavetounderstandandapplyallofthedynamicsoftheteamandtherolesthateachofitsmembersmustplay.Thereisnomanagerorappointedleadertowatchoverthose
dynamics.
[Facilitator:DistributetheTaskActionRoleshandoutnow.]
TheTaskActionRoleshandoutconsistsofatablethatliststhetaskactionrolesmostteamslooktotheirmemberstoperform.InanSMT,it'sadvisablenotonlytoknowwhattolookforbutalsotoconsciouslyensurethatthoserolesareplayed.
[Facilitator:Makethispartofthelectureinteractivebyusingthehandoutasaguidetodiscussthedefinitionsofthetaskactionroles,theirimportancetotheparticipants'teams,whoshouldplaysuchroles,when,where,andhow.Drawthediscussionoftaskactionrolestoaclosewiththefollowing.]
Insmallteams,some,ifnotall,themembershavetoplaymultipleroles.Sometimespeople'spreferencesmakeiteasyfortheteamtoassignroles;somepeopleenjoyseeingtoadministrativedetails,otherpeopleenjoycomingupwithnewways
*AllportcalledthisRoleConception,butIthinkthat'sanawkward1960sphrase.**AllportcalledthisRoleBehavior,butIthinkthat'sanotherawkward1960sphrase.
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ofdoingthingsthatmaketheteammoreefficient,andsoon.Keepinmind,however,thatifnooneassumesanyonespecificroleinthetable,theteam'sefficiencycouldsuffer.Ifnoonewantstotakeontheunassumedroles,theteammustdeviseawaytodelegatetherolestoteammembers,evenifitmeansdrawingstrawsforthem.
Now,somepeoplemighthavesomespecificskillthattheycancontributetomeetingthedemandsoftheteam'sprocessdynamics,suchastheroleoffacilitator.Somepeoplemighthavespecificknowledgetheycansharewiththegroupastohowthegroupmightworktogetherwell,suchasknowledgeofgroupdynamics.Everyone,however,isalsoexpectedtoplayoneormoreProcessActionRoles,includingleadershiproles,inorderfortheteamtoworkeffectivelyaswellasefficiently.That'swhatwediscusswiththeProcessActionRoleshandout.
[Facilitator:DistributetheProcessActionRoleshandoutandmakethispartofthelectureinteractivebyusingthehandoutasaguidetodiscussthedefinitionsoftheprocessactionroles,theirimportancetotheparticipants'teams,whoshouldplaysuchroles,when,where,andhow.]
Somuchfortalkingaboutroles,nowit'stimetoadoptthisinformationastoolsformakingourteamsmoreeffectiveaswellasmoreefficient.Remember,asanSMTonlyteammemberscanmanagetheseteamdynamics.
[Facilitator:DistributetheInstructionsforCompletingtheTeamRole(s)GridandtheTeamRole(s)Gridworksheetnow.]
InstructionstoParticipants:IndividualActivity1
1.Usingyouractionroleshandoutstoguideyou,writeyourroleconceptinthetopboxoftheTeamRole(s)Grid.Thatis,whatdoyou
thinkyourroleorrolesontheteamshouldbe?
2.Usingtheactionrolehandouts,writewhatyouexpectfromotherteammembersinthesecondbox.Thoseareyourroleexpectations,whatroleorrolesyouthinkotherpeopleontheteamshouldplay.Bespecific.
3.Youhavefifteenminutestocompletethesetwosteps.
InstructionstoParticipants:GroupActivity1
1.Wheneveryoneonyourteamhasstoppedwriting,eachpersontakesaturnexplaininghisorherroleconceptandroleexpectations.
2.Discusstheroleconceptsandroleexpectationsandfollowtheseguidelines.
Don'targueaboutaroleconcept.
Whentalkingaboutexpectationsofteammembers,ifyoudisagreewithaperson'sroleconcept,sayso,anddescribeyourexpectation(s).Explainyourreasonsfordisagreeing.
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Remember:Otherpeoplehavetherighttorejectyourexpectationsofthemasmuchasyouhavetherighttorejecttheirexpectationsofyou.
Discussdifferencesofopinionwithregardtobothessentialandnonessentialrolesontheteam,andreachagreementbyconsensus.Majorityvotingisnotallowed.
Aspeopletellyoutheirexpectationsofyou(orofteammembersingeneral),writenotesinthethirdbox.ThisboxwillconsistofRoleExpectationsalso,butthistime,whatotherpeoplethinkyourroleorrolesontheteamshouldbe.
3.Youhavethirtyminutesforthispartoftheexercise.
InstructionstoParticipants:IndividualActivity2
1.Afterthegeneraldiscussionwiththeteam,inthefourthbox,writetheexpectationsotherpeoplehavethatyou'rewillingtoaccept.ThisRoleAcceptanceiscrucialtoteamsuccess,andifotherteammembershaveexpectationsofyouthatyouthinkyoucannotordonotwanttofulfill,youhavetodiscussthoseexpectationswiththeteamandarriveatamutuallyacceptableresolution.
2.Inthefifthbox,writetheexpectationsyouthinkyoualreadymeetwellandthoseinwhichyouthinkyouneedtoimprove.ThisisRolePerformance.Youmayfindout,aftertellingtheteamwhatyouthinkyoudowell,thatyoumaynotbedoingwhatyouthinkyoudo.
3.Youhavefifteenminutestocompletethispartoftheexercise.
InstructionstoParticipants:GroupActivity2
1.EachpersontakesaturnexplaininghisorherpositiononRole
AcceptanceandRolePerformance.
2.Intheturn,discusseachperson'sRoleAcceptanceandRolePerformanceandfollowthesameguidelinesasinthepreviousgroupactivity.
Ifyoudisagreewithaperson'sinterpretations,saysoandexplainyourreasonsfordisagreeing.Bespecific.Focusonbehaviorsandwhytheyareimportanttotheteam.
Remember:Otherpeoplehavetherighttorejectyourexpectationsofthemasmuchasyouhavetherighttorejecttheirexpectationsofyou.
Discussdifferencesofopinionwithregardtoessentialandnonessentialrolesontheteamandreachagreementbyconsensus.Majorityvotingisnotallowed.
3.Youhavethirtyminutesforthispartoftheexercise.
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DiscussionQuestions
1.Howcomfortableoruncomfortablewereyoudiscussingtheseissuesandwhatmadeitcomfortableoruncomfortableforyou?
Typicalanswers:(1)Veryuncomfortable,becausewedon'tusuallytalkaboutthesethings,anditseemsstrangetodoso.(2)Comfortable,becausewhilewedon'ttalkaboutthesethingsoftenenough,wedotrytoworkthroughdifferencesofopinions.Thestructuresyougaveuswillhelpclarifytherolesweplay.
2.Whatdidyoulearnaboutthevalueorimportanceofdiscussingteamroles?
Typicalanswer:Ifwedon'tdiscussteamroles,wecangettiedupinunnecessary,sometimestrivial,squabblesaboutwho'ssupposedtodowhat.
3.Whatusedoyouneedtomakeuseoftheinformationfromthisdiscussion?
Typicalanswer:Weshouldperiodicallystopandtakealookattheactionrolesinthehandoutandseewho'sdoingwhatandwhatrolesstillneedtobeassumedbymembersoftheteam.
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Exercise18.2CreatingOrganizationalSynergy
Instructor'sNotes
DonotusethisexerciseunlessatsometimepreviouslyyouhavefacilitatedtheexercisecalledThe''I"intheWord"Team"withtheparticipantsofthisworkshop.Thatwaytheyworkthroughwhattheyneedfromtheteam,whattheteamneedsfromthem,andwhattheycandoontheirownbeforelookingatwhattheteamneedsfromtheorganization.
Separatetheparticipantsintoteamsoffiveorsixpeople,preferablythoseonthesameworkteamoronthesamecross-functionalteam.
LearningObjectivesandOutcomes
Bytheendofthisexerciseparticipantswillbeabletoexplain:
Whattheirteamneedsfromtheorganizationtobesuccessful
Whattheorganizationisproviding,butnotadequately
Whattheorganizationisprovidingeffectively
Whattheorganizationisnotprovidingatallandshould
Self-ManagementSkillsInvolved
Theabilitytorecognizewhattheparticipantortheteamneedsfromtheorganization,bothwhattheyhaveandwhattheystillrequire
Thewillingnesstospeakupforoneselfandfortheteam
Communication,especiallytheabilitytogivefeedbacktothemanagementoftheorganization
Requirements
Time: Approximatelyforty-fiveminutes
Materials: SynergisticOrganizationoverhead
WhatWeNeedFromtheOrganizationworksheet
Equipment: Flipchart,multicoloredmarkers
Overheadprojectorandscreen
Preparation: Preparetheoverhead.
Photocopytheworksheet.
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Optional:Producepreprintedcharts(seeWhatWeNeedFromtheOrganizationworksheet).Youcouldenlargethistopostersizeflipchartsforthegroupactivity.
RoomSetup:
Groupswithnofewerthanfivepeople,preferablyatroundtables
LectureNotes
Synergisticorganizationsdependontherelationshipsthatexistbetweentheindividualmembersandtheteam,andbetweentheteamandtheorganization.Onlythencanalltheelementsworktogethertofocussufficientenergyoncommongoals.
[Facilitator:PutuptheSynergisticOrganizationoverheadanddistributetheWhatWeNeedFromtheOrganizationworksheetnow.]
Theoverheadrepresentsasynergisticorganization.Onlywhenwhattheindividual,theteam,andtheorganizationbringtothetablecorrelatewithoneanother,asdepictedbytheoverlappingcircles,canthewholeachievethesynergyexpectedfromcombiningtheparts.Wheneveryoneispullingthesamedirection,wegetresultsthatnotonlysatisfythecustomerbutthatsatisfyusandtheorganizationaswell.
Inasynergisticorganization,goalsflowfromthestrategiesofmanagementtotheteams.Teamgoalsflowtoindividualgoals.Whensoaligned,actiontowardaccomplishingthosegoalsproducesaunityofeffortthatcanonlyleadtopositiveresults.Ontheotherhand,ifthegoalsoftheorganization,thegoalsoftheteam,andindividualgoalsaren'taligned,everyonepullsindifferentdirectionsandthewhole
becomeslessthanthesumofitsparts.It'sasifwetookoneofthecirclesinthediagramandmoveditofftotheside,therebydeprivingthewholeofanessentialpart.
[Facilitator:Drawonyourownexperiencesforillustrations.Ifyoulackagoodexampleofanorganizationthatlackssynergy,usethefollowing.]
Amajor,globalfinancialinstitutionhadatrainingunitthatofferedcoursesbasedonwhatitsownleadershipthoughtwouldbegoodformanagerstotake.Inthediagram,theywouldberepresentedbythecirclelabeledteam.Thetrainingunitconductednoorganizationwidetrainingneedsanalysesanddidnothingtoalignitscoursecontentandproductivitygoalswiththoseofthelargerorganization.Thetrainingunitmeasuredsuccessbythenumberofpeoplewhohadenrolledinitscourses,and,eventhen,thetargetsthetrainingunitsetwerebasedonincreasingenrollmentsbywhatevermeanspossible,notinrelationtochangesinthelargerorganization.Theresult:Thetrainingofferedfailedtoincreaseorganizationalsynergy,andwhenitcametimetodownsize,becausethetrainingunitreallydidn'tfitwithorganizationalgoals,itwasamongthefirstunitstobecut.
Inpreviousexercises,wehavelookedatwhatyouneedfromtheteam,whattheteamneedsfromyou,andwhatyoucandoonyourown.Inthisexercise,wewilladdtheorganizationtothepicture.
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InstructionstoParticipants:IndividualActivity
1.UsingthecategoriesinthediagramandthehandoutWhatWeNeedFromtheOrganization,inthefirstcolumnlistfivespecific,actionablethingsthattheorganizationneedstodotosupportanSMT.Includethingstheorganizationdoesandthingsthatitdoesn'tdobutyouthinkitshould.
2.Inthesecondcolumn,oppositetheitemthattheorganizationshoulddo,placeaplussign(+)forwhattheorganizationdoesanddoeswell.
3.Forwhattheorganizationdoesbutyouthinkitcoulddomoreordomoreeffectively,placeaplussign(+)overaminussign().
[Facilitator:Onaflipchart,write+/.]
4.Forthethingsyouthinktheorganizationshoulddobutdoesn'tdoatall,placeaminussign().
5.Youhavefifteenminutestocompletethispartoftheactivity.
InstructionstoParticipants:GroupActivity1
Iftherearetwoormoregroupsintheworkshop:
1.Electascribewhowillwritethegroupdecisionsaboutwhattheteamneedsfromtheorganizationonaflipchart.
2.Comparelistsandratings.
3.MakeacomprehensivelistofthingstheorganizationshoulddotosupportanSMTandratetheitems.
4.Cometoaconsensusarounddisagreementsastowhattoincludeonthelist.
5.Cometoaconsensusarounddisagreementsastotheratingsoftheitems.
6.Puttheteamlistsandratingsonflipcharts.
7.Youhavethirtyminutestocompletethispartoftheactivity.
[Facilitator:Allowmoretimeifneeded.]
8.Reporttothewholegroup.
InstructionstoParticipants:GroupActivity2
Iftherearetwoormoregroupsintheworkshop:
1.Inyoursmallgroup,goaroundtheroomtotheotherflipcharts.
2.Discussinyoursmallgroupanyitemonachartthatyourgroupdidnotincludeinitsownchart.
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3.Ifyouagreethatanyitemyoudidn'tincludeshouldbeincluded,returntoyourchartandaddtheitemoritemsyouagreedonandratethemplus,minus,orplusoverminus.
4.Youhavetenminutestodothis.
DiscussionQuestions
1.Howdidthisexercisehelpyouevaluateyourorganization'sroleinsupportinganSMT?
Typicalanswer:Itmadeustakethetimeandefforttothinkthroughsomeoftheteamproblemsandtoidentifythosethingsweneedfromtheorganizationthatwemightnotbegetting.Italsohelpedusrecognizewhatwearegettingfromtheorganizationanddidn'trecognizesufficiently.
2.Howdoyoufeelabouttheorganization'ssupportofSMTs?
Typicalanswer:[Answerswillvarybyorganization.Iftheteamsaregettingwhattheyneed,they'llfeelsupported,ifnot,they'llfeelletdown.]
3.Whichofthosethingsthatyouthinktheorganizationshoulddobutisnotdoingornotdoingaseffectivelyasyouthinkitshouldaremostimportantandneedimmediateattention?
Typicalanswer:[Answerwillvarybyorganizationdependingonanswerstotheexercise.]
4.Forthosethingsyouthinktheorganizationshoulddobutarenotdoingornotdoingaseffectivelyasyouthinkitshould,whatisyournextstep?
Typicalanswer:Passtheinformationwejustgatheredtomanagement.
5.Howcanyoubestcommunicateyourideastotheorganization?
Typicalanswer:Wehaveaformalcommunicationsysteminwhichourteamrepresentsitselftomanagement.Weneedtomakebetteruseofit.
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Follow-UpActivitiesforManagingTeamandOrganizationalRoles
LearningObjectivesandOutcomes
Bydoingtheseactivitiesparticipantswilltakestepsto:
Identifyandreinforcetheirteamstrengths,particularlyinrelationtoactionroles.
Takecorrectiveactiontomanageteamrolesthatrequireattention,forexample,ensurethatatleastonepersontakesaresponsibilitynooneelsewants.
Identifyandreinforceorganizationalsynergies.
Takecorrectiveactionwhenevertheyidentifyareasinneedofimprovement,forexample,aunit'sgoalsdonotproperlyalignwithorganizationalgoals.
Self-ManagementSkillsInvolved
Risktakingandtrust
Decisionmaking
Openness,honestywithoneselfandwithone'steammates
Communication,especiallygivingfeedbacktootherpeopleandtotheorganization
Requirements
Time: Fiveminutestoreadinstructionsplusdiscussiontime
Materials: InstructionsforFollow-UpActivitiesforManagingTeamandOrganizationalRoleshandout
Preparation:Photocopythehandout.
RoomSetup:
Anyarrangementinwhichtheteamworks(e.g.,conferencetable)
[Facilitator:DistributeandreadfromtheInstructionsforFollow-UpActivitiesforManagingTeamandOrganizationalRoleshandout.]
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INDEX
A
Achievementovertime,119121
Acknowledgment,significanceof,238,240,295296
Actionplan
completethe,Part2,129133
defined,110,149150
designan,Part1,123128
goals,prioritizing,109113
inpyramidofcontrol,58
sample,183
self-confidenceand,214217
self-esteem/self-respect,235236
writingguidelines,123133,182
Actionroles,defined,363
Activelistening,290
Activities,goaldirected,129130
Aggression,188189,198,199
Allport,Gordon,363
Ambiguity,150
Analysis,inEIAGModel,17,23,219
Assertiveness,21,188189,198,199
Assignments,preclasss,30
AttackonMyFearsactivity,232,234
Autonomy,319,348
Awarenessofothers,inexercises,270,272,288,317,324,373
B
Barriers
toachievingobjectives,123124
chart,212213
toself-confidence,209211
BeingMyselfskillpractice,2326
Beliefsystem,154
BirthdayCakeactivity,346,353356
Buddyparticipants,152
C
Checklists
ManagingtheSixCommonExperiencesofTeams,359
totrackprogress,138
Cicero,255
Communicationskills,inexercises,170,186,209,218,224,231,237,247,252,254,270,288,305,311,324,334,338,373,379
Competencies
actionplan,123133
actionplanningand,149150
decision-making,149150
defined,148
drive,11,29
goalsetting,99107,149
implicationsof,generally,29
organizingvaluesintolifedimensions,7782
prioritizinggoalsandperformanceranges,109121
prioritizinglifedimensions,9197
progressevaluationandcorrectiveaction,135145
respectforothers,1112,29
self-assessmentsand,3033
self-awareness,9,11,29,149
self-confidence,9,29,149
self-management,812,
self-respect/self-esteem,11,29
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(cont.)
Competencies
sortingoutvalues,6375
visionstatement,8389
wholeness,89,29
Conflict.
SeealsoDisagreements
preventionexercises,294304
preventionskillpracticesituationcards,302304
resolution,assessmentscores,3233
Confrontation,defined,171
Control
givingup,190191,197,199
issuesof,8,21
pyramidof,seePyramidofcontrol
CopyingaModelskillpractice,22
Creating,inself-managedteams,346347,349,359
Creativeenergy,244
Creativity,252253
D
Daycalendar,132
Decision-makingskills,149150,158,170,186,209,218,224,231,237,243,247,379
Defeat,accepting,150151
Democraticbehavior,190
Dependency
ingoals,111,112
needs,21
Depersonalization,20
Disagreements.
SeealsoConflict
conflictpreventionstrategies,294304
resolutionsto,298
onself-managedteams,347
DISCmodel,25,186
Discussions.
Seealsospecificexercises
concerninglow-scoringself-assessments,3233
topics,controversial,cardsfor,279286
Drive
defined,11,29
increasing,follow-upactivitiesfor,267268
MakingUseofYourCreativeEnergy,Part1,247251
MakingUseofYourCreativeEnergy,Part2,252253
ManagingEmotions,254266
self-assessment,4547
WellnessFactor,The,243246
E
EIAG,seeExperience,Interpretation,Analysis,andGeneralizationModel
Emotionalenergy,244
EmotionalIntelligenceSummary,258
Emotions
developmentguidelines,256
managementof,254266
nonverbalexpression,271
readingexercises,269286
sevenbasic,256
Empathy,256,334
Empowerment,significanceof,1
Eulogy,asavisionstatement,8486
EveningLearningOpportunity(ELO),62
Exercises,participationin,151152
Exercises,bytitle.
SeealsoFollow-upactivities
Acceptance/Affirmation,305310
CompletetheActionPlan,Part2,129133
CreatingOrganizationalSynergy,373378
DefinitionsofSuccessasObservableorQuantifiableTargets,135137
DesignanActionPlan,Part1,123128
Eulogy:WritingaVisionStatementforYourLife,8486
ExpressingSelf-ConfidenceThroughAssertiveness,186208
IdentifyingValuesofSMTs,323333
ImportantDimensionsinMyLife,The,7782
"I"intheWord"Team,"The,334337
ListeningforContent,ListeningforFeelings,287293
LookingIntotheEIAGGlass,158166
MakingUseofYourCreativeEnergy,Part1,247251
MakingUseofYourCreativeEnergy,Part2,252253
ManagingtheChallengestoMySelf-Confidence,209217
ManagingEmotions,254266
MeansandConditions,141142
MillionDollarInheritance,The,7375
PreventingDisagreementFromBecomingConflicts,294304
PrioritizingDimensions,9297
PrioritizingYourGoals,110117
ReadingFeelingsandEmotions:ANonverbalExercise,269286
RolesWePlay,361372
SettingPerformanceStandardsasPerformanceRanges,118121
SixCommonExperiencesofTeams,341356
TimeMeasures,138140
Trust,311318
TruthsIHoldtoBeSelf-Evident,153157
UsingtheJOHARIWindowtoImproveSelf-Awareness,170179
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VisionforMyLife:AFormalStatement,The,8789
WellnessFactor,The,243246
WhatIFearinSocialSituations,231236
WhatILikeandDon'tLikeAboutMyself,223230
WhatMakesMeMe,237239
WhereAmIonMyJourney?,6272
WhoAmI?AnIceBreaker,167169
WritingGoalStatements,100107
Experience,inEIAGModel,1617,219
Experience,Interpretation,Analysis,andGeneralization(EIAG)Model,1619,219,221
Experience-basedlearning,seeExperientiallearning
Experiencecards,forManagingEmotionsexercise,260266
Experientiallearning
BeingMyselfskillpractice,2326
defined,16
roleplaying,2223
F
Facilitator
instructionsfor,seespecificexercises
roleinEIAGModel,1920
Fear(s)
inexperientiallearning,20
self-esteem/self-respectand,231236
Feedback.
Seealsospecificexercises
evaluationof,180
inexperientiallearning,16,23
facilitator'srole,19
functionof,generally,180181,211,218
givingandgetting,guidelinesfor,2728
negative,20
self-assessmentsand,14
trustand,170
Feelings,seeEmotions
Follow-upactivities
buildingself-confidence,218221
drive,increasing,267268
roles,teamandorganizational,managing,379380
self-awareness,increasing,180184
self-confidence,218221
self-esteem/self-respect,increasing,240242
self-managedteams,managingsixcommonexperiencesof,357359
takingcorrectiveaction,143145
trust,developing,317318
Franklin,Benjamin,244
Freud,Sigmund,255
Frustration,dealingwith,150
G
Gamecards,forassessingactions,165166
Ganttcharts,138139
GapBetweenUs,The,270273,290
Generalization,inEIAGModel,17,19,219
Goals
conflictwith,91,92
minigoals,124
prioritizing,109121
setting,9,99107,149150
specific,101
synergisticorganizations,374
Goalstatements
findingobjectivesin,127
meansandconditionsin,103,141142
timeframesin,102
well-formulated,100103
writing,100107
H
Harmony,inprioritizingdimensions,92
Hiddenagendas,20
Hillesum,Etty,241
Honesty,62,78,158,167,170,186,209,218,224,231,254,270,288,294,305,311,338,379
I
''I-Language,"188189,191,198199
Immediacy,goalsand,111,112
Importance,ingoalsetting,111,112
Informedemotions,255
Ingham,Harry,171172
Instructionsforexercises,seespecificexercises
Instructor'snotes,seespecificexercises
Interdependence,inTORITheory,20
Interpretation,inEIAGModel,17,23,219
Introducing,self-managedteams,343,348,359
J
JOHARIWindow,170179
K
Knowledgeroles,defined,363
L
Laissez-fairebehavior,190191,198,200
Leadership
driveand,11
self-managedteams,319,348
Learning
experiential,1516,2223
processoverview,14
teachingdistinguishedfrom,1213
Learningobjectivesandoutcomes,seespecificexercises
Lecturenotes,seespecificexercises
Lifedimensions
prioritizing,9197
values,organizing,7782
Limitations,self-awarenessof,9
Linearthinking,38,78,100,110,135,138
Listeningskills,243,252,294,305
Luft,Joseph,171172
Page384
M
Maggio,Rosalie,312
Maintaining,self-managedteams,346347,349,359
ManagingUnderPressureskillpractice,23
Meansandconditions,ingoalstatements,103,106,141142
Measurablegoals,101,135
Milestones,124125
Minigoals,124
Mirroring,290,296
Mistakes,learningfrom,19,150151
Modeling,22
Moderation,emotionsand,255
Myers-Briggsassessment,14,25,186
N
Nachman,Sid,62
Needs,generally
identificationof,21,334
fromorganizations,378
Negativeemotions,255256
Negativemodeling,22
Ninedotsactivity,249251
Nonassertiveness,189190,198,200
Nonverbalexercises
ListeningforContent,ListeningforFeelings,287293
ReadingFeelingsandEmotions,269286
O
Objectives,inactionplanning,124125
Objectivestatement,goalstatementdistinguishedfrom,124125
One-dayworkshops,2
Openness
inexercises,62,73,78,84,87,92,100,110,118,135,138,139,158,167,170,176,186,209,218,224,231,254,267,270,288,294,305,311,317,338,379
inTORITheory,20
Organizationalsynergy,creating,373378
Outlines,forworkshops,23
P
Partial-dayworkshops,2
Participantresistance,dealingwith,151152
Passive-aggressivebehavior,189190
Passivity,189190,198,200
Peretti,Elsa,244
Performanceimprovementcoach,13
Performanceranges,prioritizing,109,118121
Plato,255
Positiveemotions,255256
Positivemodeling,12,22
Priorities,seePrioritizing
Prioritizing
dimensions,9297
goals,109113,115117
Probing/testing,self-managedteams,345,349,359
Problem-solvingskills,294,296
ProcessActionRoles,365,370
Producing,self-managedteams,345347,349,359
Pyramidofcontrol
generally,5758
self-managementcompetencies,stepstoward,58145.
SeealsoCompetencies
R
Realization,inTORITheory,20
Reinforcement,21
Resistance,guidelinesfor,151152
Respectforothers,1112,27
acceptance/affirmation,305310
inexercises,186,209,218,231
ListeningforContent,ListeningforFeelings,287293
PreventingDisagreementfromBecomingConflicts,294304
ReadingFeelingsandEmotions:ANonverbalExercise,269286
self-assessment,5153
Trust,311318
Risktaking,inexercises,11,158,167,170,186,209,218,224,231,338,379
RoleAcceptance,364,372
RoleConcept,364,372
RoleExpectations,364,372
RolePerformance,364,372
Rolemanagement
creatingorganizationalsynergy,373378
follow-upactivities,379380
ProcessActionRoles,370
RolesWePlay,363368
TaskActionRoles,369
TeamRole(s)Grid,371372
Roleplaying,2223,152
Russell,Bertrand,16
S
SecretsoftheWildGoose(Weiss),14
Self-actualization,21
Self-assessments
administration,typesof,3031
discussionof,3233
drive,4547
HowDoIRespondtoSituations?,193197
interpretationof,3132
overview,1415
readinessforself-management,3435
respectforothers,5153
scoring,31,5455
self-awareness,4244
self-confidence,3941
self-esteem/self-respect,4850
WhatAmIDoingtoAchieveMyGoals?,61,6869
WhatCanIDotoChangeWhatI'mDoing?,61,7072
WhatDrivesYou?,61,6467,80
wholeness,3638
Self-awareness
defined,9,11,29
emotionsand,255
increasing,follow-upactivitiesfor,180184
Page385
LookingIntotheEIAGGlass,158166
self-assessment,4244
skillsrelatedto,149
TruthsIHoldtoBeSelf-Evident,153157
UsingtheJOHARIWindowtoImproveSelf-Awareness,170179
WhoAmI?AnIceBreaker,167169
Self-confidence
actionplanner,214217
behaviorsandfeelingsassociatedwith,198200
building,follow-upactivity,218221
challengesto,managing,209217
defined,9,29
expressing,throughassertiveness,186208
low,190191,200
self-assessment,3941
skillsrelatedto,149
TeammateintheBarrel,201208
Self-consciousness,44
Self-disclosure,73,84,167,306307,310
Self-discovery,23,150
Self-esteem/self-respect
actionplanner,235236
defined,11,29
increasing,follow-upactivitiesfor,240242
self-assessment,4850
WhatIFearinSocialSituations,231234
WhatILikeandDon'tLikeAboutMyself,223230
WhatMakesMeMe,237239
Self-managedperson,competenciesof,812,147151
Self-managedteams(SMTs)
BirthdayCakeactivity,353356
defined,319
follow-upactivitiesfor,338339,357359,379380
identifyingvalues,323333
"I"intheWord"Team,"The,334337
leadership,319
rolemanagement,361380
andself-managedindividuals,320321
SixCommonExperiencesof,341359
valueexercises,generally,323339
Self-management,generally
defined,1
exercises,seeSelf-managementexercises
trainingfor,723
Self-managementexercises,generally
drive,243268
respectforothers,269318
self-awareness,153184
self-confidence,185220
self-esteem/self-respect,223242
Self-respect,seeSelf-esteem/self-respect
Settingthestage,self-managedteams,343345,348349,359
Situationcards,preventingconflictskillpractice,302304
Skillroles,defined,363
SMTs,seeSelf-managedteams
Spontaneity,significanceof,21,103,124
Storycards,forassessingactions,163164
Strengths,generally
self-awarenessof,9
self-confidenceand,210
inself-managedteams,342
Strengths,challenges,andbarrierschart,212213
Stressreduction,119
Student'srole,inEIAGModel,1922
Success
definitionsof,asobservableorquantifiabletargets,135137
measuring,toolsfor,136137
Synergisticorganizations,373374,377
T
Targets
goal-directedactivities,130
ingoalstatements,101102,105
TaskActionRoles,364,369
Teaching,learningdistinguishedfrom,1213
TeammateintheBarrelactivity
feedback,206
instructions,201202
lecturenotespriorto,191
observer'sguide,207208
scripts,203205
Teamrole(s)
grid,371372
keyaspects,368
processaction,370
taskaction,369
Teams,commonexperiences,341356
creating,346347,349
introducing,343,348
maintaining,346347,349
probing/testing,345,349
producing,346347,349
settingthestage,343345,348349
Terhune,Albert,50
Timeframes,ingoalstatements,102
TORITheory,2021
Tracey,Brian,41
Training
defined,12
EIAGModel,1622
experientiallearning,1516,2223
learningprocess,14
self-assessments,1415
self-managedteams,320321
teachingversuslearning,1213