Transcript Graphics in Presentation

Personality types and Learning
Styles
Think, Plan, Grow!™
• Strategize about the steps for building
a team members personality and ideal
learning profile
• Identify the tools that are at your
disposal today for identifying
personality types
• Prepare action steps for you to start
implementing upon your return home
Think, Plan, Grow! ™
• Onboarding
• Internal teaching and
mentoring
• Choosing external
CPE
• CPE Exam
• Others????
Think, Plan, Grow! ™
Conative
Cognitive
Affective
Think, Plan, Grow! ™
Think, Plan, Grow! ™
• Visual
• Tactile/Kinesthetic
• Auditory/Verbal
Think, Plan, Grow! ™
• Viewing both visually and in a written
format
• Visually gathering and
comprehending information
• PowerPoint slides
• Color coding
• NOT collaborative talking groups
Think, Plan, Grow! ™
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Participating in “hands on” activities
Active
Not lectures
Let me touch it and participate in it!
Think, Plan, Grow! ™
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Information is given in an oral format
Preference for listening
Lectures/Group Discussions
Listening to Mp3 etc…
Read information out loud
Think, Plan, Grow! ™
1. Visual
2. Tactile
3. Auditory
Think, Plan, Grow! ™
Think, Plan, Grow! ™
• Learning abilities
• Knowledge from
education, training,
experience
• Reasoning
Think, Plan, Grow! ™
• Feelings
• Values
• Personality
• Social Style
• Preference
Think, Plan, Grow! ™
• Instinct-based actions
• Innate path to
success
• Mode of operation
• Creative power
• Form of productivity
Think, Plan, Grow! ™
Productivity Process
Productive
Action
Motivation
Instincts
Affective
Conative
Reason
Will
Cognitive
Think, Plan, Grow! ™
People Challenges
Lack of
competency
Personal
Conflicts
Misdirected
efforts
Thinking: Poor skills,
knowledge, or judgment
Affect: different
approaches or
incompatible desires
Instincts: False efforts
caused by working against
a natural grain
Think, Plan, Grow! ™
• Cognitive – Wonderlick, Firm
Developed
• Affective – Meyers-Briggs, DISC,
Predictive Index, Strengths Finder
• Conative - Kolbe
Think, Plan, Grow! ™
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What are you trying to accomplish?
What is your firm culture?
What do you know already?
What do you need to know in order to
fix the challenges in the firm?
Think, Plan, Grow! ™
Think, Plan, Grow! ™
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Individual – Children and Adults
Improved Communication
Sales Profile
Coaching Profile
Career Profile
Hiring Decisions
Diagnosing Team Viability
Think, Plan, Grow! ™
Think, Plan, Grow! ™
4 Action Modes
MOs are formed by
Kolbe Action Modes
Fact Finder
Gathering and
communicating
information
Quick Start
Dealing with risk and
unknowns
Follow Thru
Sorting and storing
information
Implementor
Handling space and
tactile efforts
Think, Plan, Grow! ™
Your Kolbe result is so individualized, only 5% of the population
is likely to have one just like it.
Think, Plan, Grow! ™
Think, Plan, Grow! ™
Everyone has a
strength in each
mode.
Diversity in the
combination of
strengths creates
a multitude of
MOs.
Think, Plan, Grow! ™
Fact Finder:
written words with data, citations,
analogies, case studies, verifications
Follow Thru:
visuals with graphs, charts, diagrams,
posters, outlines, maps, similes,
patterns
Quick Start:
spoken words with ad libs, improvised
metaphors, visuals, bullet points,
intense colors
Implementor:
tangibles with props, models,
demonstrations, texture, machinery,
body language
Think, Plan, Grow! ™
Fact Finder:
focuses on the past, builds on
experience
Follow Thru:
integrates past, present, future builds
timeline
Quick Start:
Implementor:
focuses on the future, goes right to the
bottom line, sets deadlines
focuses on present preserves and
protects the best of today
Think, Plan, Grow! ™
Think, Plan, Grow! ™
Relationship Decisions
Parenting Decisions
Financial Decisions
Career Decisions
Think, Plan, Grow! ™
Think, Plan, Grow! ™
•Ease of use
•Predictive
•Internet-based
•Screening Tool
•Meets and exceeds EEOC
requirements
Think, Plan, Grow! ™
Kolbe Selection Process
Think, Plan, Grow! ™
• Distinct from cognitive and affective measures.
• Independent of race, gender age or other
criteria.
• Results showing probability of success are tied to
job performance.
• 90% of modes of insistence remain the same on
test-retest.
• 96% of cases show no change between zones
on test-retest.
• Meets all standards of the American
Psychological Association (APA)
Think, Plan, Grow! ™
Think, Plan, Grow! ™
Kolbe has proven:
• Without synergy, teams
are more likely to fail.
Kolbe also makes synergy:
• Definable
• Quantifiable
• Predictable
• Improvable
Think, Plan, Grow! ™
• Cloning—Inertia
– Need for different talents
– Too Much of a good thing
• Conflict—Polarization
– Differences in methodology
– Accelerator/Brake
Syndrome
• Mismatched Talents
– Self perception
– Third party requirements
Think, Plan, Grow! ™
Workplace Diagnostics
Kolbe A Index
Individuals’
Realities
Kolbe C™ Index
Evaluator’s functional
Requirements
Kolbe B™ Index
Workers’ selfExpectations
Significant differences among
conative Realities, Expectations
and Requirements cause over
70% of work-related stress.
Think, Plan, Grow! ™
Kolbe Leadership Reports™
Think, Plan, Grow! ™
• Conflict
• Identified by: Kolbe A Index n Kolbe A Index
• Occurs between two people with differing strengths
• Strain
• Identified by: Kolbe A Index n Kolbe B Index
• Internal struggle that occurs when a person’s perception of
their job does not match their strengths
• Tension
• Identified by: Kolbe A Index n Kolbe C Index
• Occurs when a job evaluator perceives a job as requiring
different strengths than those of the current job holder
Think, Plan, Grow! ™
• Members work interdependently
• Reliance on others for contributions
• Success dependent on others
• Implications for team viability
- Example A: Software Dev. Project Team
- Example B: Basketball Team
Think, Plan, Grow! ™
• Composed of individual contributors
• Come together for reporting purposes
• No continual reliance on work of others
• Defines group culture
- Example A: Executive Management Group
- Example B: Bowling Team
Think, Plan, Grow! ™
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Hiring Process Changes
Communication Breakthrough
Personal Application
Team Analysis
Productivity Increase
Think, Plan, Grow! ™
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5.
Meyers Briggs
DISC
Kolbe
Predictive Index
Other?
Think, Plan, Grow! ™
Think, Plan, Grow! ™
• Understanding your own personality helps
you understand what “makes you tick”
– You will have insights about why you behave,
respond to others, process information,
communicate and make decisions the way you
do
– You can then use this information to enhance your
success and fulfillment in your work and
relationships
Think, Plan, Grow! ™
• Understanding the type of other team
members will:
– Help you identify and leverage your team’s
strengths and address weaknesses or gaps
– Ensure you’re deploying team members to best fit
their natural preferences, where possible
– Help identify areas of similarities and differences so
you can be informed
Think, Plan, Grow! ™
Myers-Briggs Key Type Concepts
• We use is the MBTI instrument because it helps enhance
interpersonal communications
• The MBTI works under the premise that personality type is:
• Innate and able to be influenced or moderated over time
• Observable
• Not a box
• Not an excuse
• An indicator of preferences, not skills
• A journey
Using the MBTI ® Tool in Organizations (3rd ed.) © 2001 by CPP, Inc. Permission is hereby granted to
reproduce this overhead master for workshop use. Duplication for any other use, including resale, is a
violation of copyright law. MBTI is a trademark or registered trademark of the Myers-Briggs Type
Indicator Trust in the United States and other countries.
Think, Plan, Grow! ™
RM 3-4
• MBTI is based on Jung’s theory
– Two basic attitudes (life orientation)
• Extraversion
• Introversion
– Two basic functions (mental processes)
• Judging
• Perceiving
• Katherine Briggs and Isabel Myers
expanded it
– Within Judging are the extremes Thinking and Feeling
– Within Perceiving are Sensing and Intuition
Think, Plan, Grow! ™
Extraversion
Sensing
ENERGY
INFORMATION
Introversion
Ntuition
I
Thinking
DECISIONS
Feeling
Judging
LIFESTYLE
Perceiving
Think, Plan, Grow! ™
EXTRAVERSION
INTROVERSION
Being energized through contact
with other people or through
engaging in activities
Being energized through ideas,
quiet times,
or solitude
(the outer world)
(the inner world)
Think, Plan, Grow! ™
How Are You Energized?
EXTRAVERSION
INTROVERSION
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External/exterior
Outside thrust
Talk thoughts out
Breadth
Involved with people,
things
Interaction
Action
Do-think-do
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Internal/interior
Inside pull
Keep thoughts in
Depth
Work with ideas,
thoughts
Concentration
Reflection
Think-do-think
Think, Plan, Grow! ™
Think, Plan, Grow! ™
Information
SENSING
INTUITION
Paying attention to what you
perceive through the five senses:
seeing, hearing, touching, smelling,
and tasting
Paying attention to what might be
described as the sixth sense—the
unseen world of meanings,
inferences, hunches, insights, and
connections
Think, Plan, Grow! ™
How Do You Take
In Information?
SENSING
INTUITION
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Present orientation
What is real
Practical
Facts
Perfecting established skills
Utility
Step-by-step
The five senses
Future possibilities
What could be
Theoretical
Inspirations
Learning new skills
Novelty
Insight-by-insight
The sixth sense, a hunch
Think, Plan, Grow! ™
Think, Plan, Grow! ™
Decisions
THINKING
FEELING
Making decisions based
on impartial criteria—
cause-effect reasoning, constant
principles or truths, and logic
Making decisions based
on values-based,
person-centered criteria, seeking
harmony
Think, Plan, Grow! ™
How Do You
Make Decisions?
THINKING
FEELING
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Logical system
Head
Objective
Justice
Critique
Principles
Reason
Firm but fair
Values system
Heart
Subjective
Mercy
Compliment
Harmony
Empathy
Compassionate
Think, Plan, Grow! ™
Think, Plan, Grow! ™
Approach to Life
JUDGING
PERCEIVING
Want to live an ordered life, with
goals and structure, making
decisions so you can move on
Want to live a spontaneous life with
flexibility, staying open to new
information and possibilities
Think, Plan, Grow! ™
How Do You
Approach Life?
JUDGING
PERCEIVING
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Decide about information
Regulate
Control
Settled
Run one’s life
Set goals
Closing off
Organized
Attend to, gather information
Flow
Adapt
Tentative
Let life happen
Seek options
Opening up
Flexible
Think, Plan, Grow! ™
Think, Plan, Grow! ™
• Understanding your personality type
will give you insights so that you can:
– Tell others what you learned – both good
and bad
– Realize your preferred style is not
necessarily others
– Explore how your personality type fits with
those of your team
• Begin to identify new communication styles,
processes and ways to embrace all the
personalities on your team
Think, Plan, Grow! ™
Think, Plan, Grow! ™
• Develop a Learning and
Personality Profile for
EVERYONE!
– Learning Style Assessment
– Kolbe
– Meyers Briggs
• Apply the Knowledge to
Initiatives in the Firm
– Committees
– Training Initiatives
– Niche Selection
Think, Plan, Grow! ™
Sandra Wiley, COO and Shareholder, is ranked by Accounting Today as
one of the 100 Most Influential People in Accounting as a result of her
prominent role as an industry expert on HR and training as well as
influence as a management and planning consultant. She is also a
founding member of The CPA Consultant's Alliance. Sandra is a certified
Kolbe™ trainer who advises firms on building balanced teams, managing
employee conflict and hiring staff.
Her Awards and Recognitions Include:
2012-2013 CPA Practice Advisor Top 25 Thought Leader
2009-2012 Top 100 Most Influential People in Accounting
2012 CPA Practice Advisor Top 25 Most Powerful Women in Accounting
2012 Leading Edge Alliance On the Edge Innovation Award
Please contact Sandra at: [email protected]
Think, Plan, Grow! ™