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Leading the Revolution
Table of contents
Leading the
Revolution
Making Strategic
Innovation and Growt h
a Core Competency in
Your Organization
Section 1: Satellite Program Materials
What you will learn
How to get the most from this seminar
Pre-presentation activities
During this program
Post-presentation activities
Introduction
The Age of Progress is dead
Your business strategy may be dead
Reinvent your business concept
Gary's Tuna Can Model
Design elements of a business model
Build a culture that nurtures innovation
Question & answer session
Wrap up
Post-presentation self-check
Self-check answer key
Section 2: Leadership Assessment Instrument
About the Leadership Assessment Instrument
Leadership Self-Assessment
Leadership Self-Assessment answer sheet
Individual Development Planning: Leadership Competencies
Section 3: Leadership Development Guide
Developing the Competency of Conceptual Thinking: The
Innovation Component
Developing the Competency of Conceptual Thinking: The Big-Picture Thinking Component
Section 4: Forms
Question sheet
Participant evaluation form
2
3
3
3
5
5
7
8
9
11
12
13
15
20
20
21
23
26
27
29
33
34
35
36
40
43
44
45
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Leading the Revolution
SECTION 1
Satellite Program Materials
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Leading the Revolution
What you will learn
By participating in this satellite presentation with Gary Hamel, you will be able to:
examine the futility of holding on to worn-out means of growth,
recognize signs of a dying strategic business concept,
become acquainted with the steps for promoting innovation and recognizing
competencies and growth opportunities, and
respond to the challenge of becoming a seer, a heretic, an activist, and a builder
of capability.
How to get the most from this seminar
Pre-presentation activities
Read books authored or edited by Gary Hamel:
A lliance Advantage: The Art of Creating Value Through Partnering by YvesL. Doz and Gary Hamel, Harvard Business School Press, 1998.
Com petence-Based Competition (The Strategic M anagement) edited by GaryHamel, John Wiley and Sons, 1994.
Com peting For the Future by Gary Hamel and C. K. Prahalad, Harvard
Business School Press, 1996.
Strategic Flexibility: Managing in a Turbulent Environm ent (Strategic
Management Series) by Gary Hamel, John Wiley and Sons, 1998.
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Leading the Revolution
In your own words, define these terms:
Innovation
____________________________________________________________________
____________________________________________________________________
Strategic Thinking
____________________________________________________________________
____________________________________________________________________
Business Concept
____________________________________________________________________
____________________________________________________________________
Core Competencies
____________________________________________________________________
____________________________________________________________________
Complete the Leadership Assessment Instrument (LAI) which appears in Section
2 beginning on page 29. The LAI was researched and developed by Linkage Inc., in
partnership with Dr. Warren Bennis. It focuses on the five personal characteristics,
or competencies, essential to effective leadership and on the five skills with which
leaders put these competencies into practice. Knowing your strengths and
opportunities for development may help make todays presentation particularly
relevant.
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Leading the Revolution
During this program
Participate!Participate! Actively follow along by using these Participant Materials for your
notes.
When prompted by Gary Hamel, jot down his challenging questions and take a
moment to reply.
Submit questions to be addressed by Gary Hamel during the question and answer
session. Gary will respond to questions in the latter third of the program. To submit
questions, complete either the fax form found on page 44, or call in when prompted
during the program.
Post-presentation activities
Complete and submit the participant evaluation form found at the back of theseParticipant Materials.
Complete and self-score the post-presentation self-check provided on page 21.
Reread these Participant Materials and review your notes. Respond to any
questions posed by Gary Hamel that you did not complete previously. Discuss your
responses with colleagues who also participated in the program.
If you havent already done so, read books authored or edited by Gary Hamel.They include:
A lliance Advantage: The Art of Creating Value Through Partnering by Yves
L. Doz and Gary Hamel, Harvard Business School Press, 1998.
Com petence-Based Competition (The S trategic M anagement) edited by GaryHamel, John Wiley and Sons, 1994.
Com peting For the Future by Gary Hamel and C. K. Prahalad, Harvard
Business School Press, 1996.
Strategic Flexibility: Managing in a Turbulent Environm ent (Strategic
Management Series) by Gary Hamel, John Wiley and Sons, 1998.
Read selections from the following suggested reading list:
Innovation Explosion by James Brian Quinn, et. al., Jossey-Bass, 1997.
Organizing G enius by Warren Bennis and Patricia W ard Biederman, Addison
Wesley Publishing, 1997.
Vision: How Leaders Develop It, Share It, and Sustain It by Joseph V.
Quigley, McGraw-Hill, 1995.
W ellsprings of Know ledge by Dorothy Leonard, Harvard Business School,
1998.
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Leading the Revolution
Post-presentation activities continued
Reflect on the following questions and respond in the spaces provided:
During the program, Gary Hamel challenged participants to be seers andheretics.
1. What behaviors do seers exhibit? How can you nurture these tendencies in
your workplace?
__________________________________________________________________
__________________________________________________________________
2. What behaviors do heretics exhibit? How can you nurture these tendencies in
your workplace? The term heretic often has a negative stigma associated with
it. Are you comfortable with acquiring the heretic label? Now that you have
heard Gary place it in a favorable context, how might you make yourself more
comfortable in becoming one?
__________________________________________________________________
__________________________________________________________________
Examine the suggested activities excerpted from the Leadership DevelopmentGuide and provided in Section 3 beginning on page 35. These activities were
researched and developed by Linkage Inc. in partnership with Dr. Warren Bennis.
Select those development opportunities and/ or resources that interest you, best
meet your development needs and are consistent with any constraints (such as time
or finances) you may have.
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Leading the Revolution
I believe that the future is
created not by prophets,
but by heretics.
Gary Hamel,
excerpted from an interview
with Amazon.com
Introduction
In the new economy, the companies that create new wealth are truly revolutionaries: they
upend long-held industry conventions, they fearlessly challenge the old guard, and they
amaze their customers with products and services that could scarcely have been imagined a
few years earlier. Today Gary Hamel presents a clear action plan for individuals intent on
making their organizations industry revolutionaries.
During todays program,Leading the Revolution: M aking Strategic Innovation and G rowth
a Core Competency in Y our Organization, you will:
examine the futility of holding on to worn-out means of growth,
recognize signs of a dying strategic business concept,
become acquainted with the steps for promoting innovation and recognizing
competencies and growth opportunities, and
respond to the challenge of becoming a seer, a heretic, an activist, and a builderof capability.
As the show begins, turn to the next page, entitled The Age of Progress is dead.
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Leading the Revolution
The Age of Progress is dead
Get your company off the restructuring and re-engineering treadmill
and onto the elusive path of corporate revitalization.
Organizations have relied on numerous means for ensuring growth. Until now, the tactics of
budget cuts, streamlining, quality control, re-engineering, and mergers and acquisitions have
enabled organizations to grow and prosper. However, rapid technological advancements,
global competition, and other factors have forced a change in the business mindset.
No longer can organizations rely on size, expansive product and service offerings, or even
stock price to ensure long term market presence. Take, for example, Bill Gates of Microsoft.
He recently stated, At Microsoft were always two years away from failure. His statementacknowledges that despite Microsofts success and its prevalent position in the software
industry, the business environment is so fast-paced that Microsoft cannot risk becoming
complacent. It m ust strive to retain its industry revolutionary mindset.
Indeed, organizations must adopt a revolutionary mindset. However, Gary Hamel points
out that while organizations have a culture, it is the people within those organizations that
enable it to become an industry revolutionary. And the leaders within the organization must
resist the temptation of being maintenance engineers who focus on maintaining the status
quo. Instead, they must adopt the industry revolutionary mindset, be leery of complacency
and ineffective strategic business concepts, and establish and nurture innovation.
Business leaders need to be more than "maintenance engineers," worrying only
about budget cutt ing, streamlining, re-engineering, and other old tactics.
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Leading the Revolution
Your business strategy may be dead
Establish a truly stretching strategic intent and mobilize the entire organization in
it s pursuit , discover ways of leveraging resources that wi ll enable the company to
attain heroic goals despit e resource constraints.
Now that many organizations have re-engineered, worked through an acquisition or merger
or streamlined, some organizations leaders are pleased to report their strategic plans are on-target. But is that really the case? One of the first steps of becoming and sustaining an
industry revolutionary is to be brutally honest about strategy decay; not only within your
own organization but within industry giants.
Consider these facts:
Re-engineering has done its job so there is little fat left to cut from many organizations.
We are in merger and acquisition frenzy, yet there is no significant correlation between
an organizations size and its profitability.
Many corporations are using cash surpluses to buy-back their stock, but does that bring
about growth and stability?
Many organizations report their business strategies are similar to those embraced by
their competitors. Therefore, few are taking the lead in becoming industry
revolutionaries. Instead, they are content in keeping up with the Joneses.
In the last seven years, there has been a decline in this number of S&P500 companies
that have out performed the index. In other words, there is a smaller pool of wealth
creators.
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Leading the Revolution 1
A review of what we've learned
Technological advancements, increased competition, and ever-accelerating change
resulted in the need for organizations to be nimble, responsive, visionary, and
revolutionary.
Incumbency and size in the marketplace does not ensure an organizations growth and
profitability.
Re-engineering, mergers and acquisitions, and other traditional means of cutting costs
and increasing profitability no longer offer a strategic advantage. Instead, organizations
and their leaders must adopt a revolutionary mindset.
Key to becoming an industry revolutionary is to first be honest about strategic decay. Is
your organizations strategic business concept effective and on-target or is it succumbingto decay?
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Leading the Revolution
Reinvent your business concept
Develop the industry foresight necessary to proactively shape industry evolut ion.
Extend the boundaries of corporate imagination and revitalize the process of new
business creation.
Gary Hamel uses an analogy of five cans stacked on one another to describe how an
organization and its leaders must be aligned to promote innovation and strategic vision.
Most often, the truly revolutionary product is not the brainchild of a CEO or other corporate
officer. Instead, it is the result of employees:
sensitivity to customers changing needs and expectations,
understanding of competitors products/ services and reputat ion,
insights and intuition, and
persistence in getting management to listen and act upon their ideas.
With this in mind, it is critical for organizations to promote innovation by creating a culture
that welcomes ideas and suggestions without creating stifling political protocols.
Turn the page and take notes while Gary describes the model in greater detail.
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Leading the Revolution
Gary's Tuna Can Model
Directions: As Gary names and describes each layer within the tuna can model, label the
cans. Use the space below the model for your notes.
Notes:
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
______________ Model
______________ Model
______________ Model
______________ Model
______________ Model
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Leading the Revolution
Design elements of a business model
Reinventing an organizations business concept enta ils assessing its strengths, process,
customer base, and operational network. During the presentation, Gary takes a few minutes
to discuss the design elements of a business model. The following graphic illustrates the
interdependencies of the design elements.
Core competenciesCore competencies
Strategic assetsStrategic assets
Core processesCore processes
Resource Base
Business missionBusiness mission
Product/market scopeProduct/market scope
Basis for differentiationBasis for differentiation
Core StrategyCore Strategy
SuppliersSuppliers
PartnersPartners
CoalitionsCoalitions
Value NetworkValue Network
Fulfillment & SupportFulfillment & Support
Information & InsightInformation & Insight
Relationship DynamicsRelationship Dynamics
Customer InterfaceCustomer Interface
ConfigurationConfiguration
BoundariesBoundaries BenefitsBenefits
ProfitProfit
BoostersBoosters
PreemptionPreemption
Choke pointsChoke points
Customer lock-inCustomer lock-in
ScaleScale
FocusFocus
LeverageLeverage
Portfolio breadthPortfolio breadth
AgilityAgility
Lower break-evenLower break-even
Network economiesNetwork economies
Positive feedbackPositive feedback
Learning curvesLearning curves
Increasing
Returns
Strategic
Economies
Competitor
Lock-Out
Strategic
Flexibility
1999, Gary Hame
Notes:
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
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Leading the Revolution
A review of what weve learned
The ideas for many revolutionary products and services have come from front-line
employees. Fortunately, their organizations leaders nurture environments in which
ideas flourish and are taken seriously.
An organizational culture can either promote or inhibit creativity. It is the responsibility
of leadership to ensure that the mental model expects and rewards innovation.
Additionally, leadership must ensure that the political model supports the surfacing of
revolutionary ideas, opinions, and suggestions. If the mental and political models are in
direct alignment with the business, profit, and operational models, an organization risksstifling complacency. Ideally, as illustrated in Garys Tuna Can Model, the mental
and political models should be out of alignment, yet supported by the business, profit,
and operational models. This allows for visionary planning, innovative thinking, and
creativity.
To reinvent your organizations business concept, you m ust consider the design
elements of a business model. This entails examining your resource base and core
strategy and their relationships with your value network and customer interface.
The goal is not to become either an innovative strategist or an industry revolutionary.
Instead, strive to be both; an innovative, strategically-focused, industry revolutionary.
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Leading the Revolution
Build a culture that nurtures innovation
Extend the boundaries of corporate imagination and revitalize the process of new
business creation
So just how does one support his or her organizations efforts to build and nurture strategic
innovation? Gary suggests becoming:
a seer,
a heretic,
an activist, and
a builder of capability.
Just what does each of these labels entail? Lets examine them in more deta il.
Be a seer
Directions: As Gary describes the attributes of a seer, use the space provided for notes.
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
1. Become a novelty addict.
2. Search for under-appreciated trends.
3. Find transcendent themes.
4. Reason through a chain of consequences.
5. Consider the interaction of trends.
6. Dig deeper.
7. Look for historys recurring patterns. _______________________________
_______________________________
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Leading the Revolution
Be a heretic
Directions: As Gary describes the attributes of a heretic, use the space provided for
notes.
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
1. Cultivate your contrarian tendencies.
2. Never stop asking "why."
3. Celebrate the stupid.
4. Go to extremes.
5. Find the "and."
6. Separate form and function.
7. Dare to be wrong. _______________________________
_______________________________
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Leading the Revolution
Be an activist
Directions: As Gary describes the attributes of an activist, use the space provided for
notes.
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
1. Build an ideology.
2. Write a manifesto.
3. Create a community.
4. Find a "translator."
5. Bootleg resources.
6. Take advantage of every platform.
7. Make it real. _______________________________
_______________________________
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Leading the Revolution
Be a builder of capability
Directions: As Gary describes the attributes of a builder of capability, use the space
provided for notes.
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
1. Reset aspirations.
2. Work for a cause; not a business.
3. Hear new voices.
4. Create an internal market for ideas.
5. Create an internal market for capital.
6. Create an internal market for talent.
7. "De-risk" unfamiliar opportunities. _______________________________
_______________________________
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Leading the Revolution
A review of what weve learned
Building and nurturing strategic innovation requires taking on a different mindset. An
effective leader is a seer, a heretic, an activist, and a builder of capability.
Seers train themselves to be sensitive to novelty, trends, them es, recurring patterns in
history, and issues and opportunities that lie just below the surface.
Heretics dare to challenge the status quo by continually questioning why and why not,
taking on complacency and mediocrity, and daring to be wrong.
Activists build on an ideology to create a community, secure resources and support, andmake a vision or dream real. They are prone to taking advantage of every platform as an
opportunity to move their ideas forward.
Builders of capability are visionary leaders because they reset aspirations, work toward
worthy causes that outlive a business, reach out and listen to new voices, and create an
internal market that flourishes on ideas, capital, and talent. They have a knack for trying
new ideas while minimizing their associated risks.
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Leading the Revolution 2
Question and answer session
If participating in the live presentation of this program, call in, fax, or e-mail your question
to Gary Hamel using the question sheet on page 44.
If you are taking part in an encore presentation of this program, share your questions with
the seminar coordinator and your colleagues.
Wrap up
In todays session, the following topics were addressed.
The futility of holding on to worn-out means of growth,
Signs of a dying strategic business concept,
Steps for promoting innovation and recognizing competencies and growth
opportunities, and
The challenge of becoming a seer, a heretic, an activist, and a builder of
capability.
Continue the learning
Turn to the end of these materials. Complete the participant evaluation form and
give it to your Site Coordinator.
Your feedback is valuable in ensuring the integrity of this and future programs. We
take pride in providing relevant, thought-provoking, and enlightening programs.
But we rely on you to help us make it happen!
Turn to page 21 and test your comprehension of the key points covered by Gary
Hamel. An answer key follows the quiz.
To further reinforce your understanding of todays content, as well as hone otheraspects of your leadership skills, complete the suggested post-presentation activities
on pages 5 and 6.
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Leading the Revolution
Post-presentation self-check
Curious how well youve mastered the content from todays program? Take a few minutes
to complete this self-check. An answer key follows (page 23), but dont cop out and peek
before making an earnest attempt to complete the self-check on your own!
Part 1
Directions: Complete the following true/ false items.
1. ___ As the merger and acquisition trends wind down, the newly emerging trendfor maximizing profitability is streamlining.
2. ___ The correlation between organization size and profitability is statisticallysignificant.
3. ___ Within industry groups, the business strategies of its leaders are remarkably
similar.
4. ___ Front-line employees, particularly those with customer service roles, are an
excellent resource for identifying changes in customers needs, expectations,
and wants.
5. ___ An organizations leadership often becomes a barrier to recognizing and
acting upon ideas generated within the organization.
6. ___ When considering a new business model, an organization must have an
understanding of its core competencies, strategic assets, and core processes.
(Hint: Refer to the Design elements of a business model graphic found onpage 13.)
7. ___ Elements of a core strategy are the organizations business mission,
product/ market scope, and its processes for ensuring customer satisfaction.
(Hint: Refer to the Design elements of a business model graphic found on
page 13.)
8. ___ Sometimes overlooked when considering a new business model is an
organizations value network comprised of suppliers, partners, andcoalitions. (Hint: Refer to the Design elements of a business model
graphic found on page 13.)
9. ___ An organizations political and mental models can either promote or
squelch innovation.
10. ___ Revolutionary products, services, and packaging are a fluke. Organizations
cannot create and maintain an industry revolutionary environment.
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Leading the Revolution
Post-presentation self-check continued
Part 2
Directions:For each attribute suggested by Gary Hamel during the program, identify aminimum of two specific actions associated with that attribute. Hint: Refer to your
notes on pages 15-18.
11. Be a seer. _____________________________________________________
_____________________________________________________
12. Be a heretic. _____________________________________________________
_____________________________________________________
13. Be an activist. _____________________________________________________
_____________________________________________________
14. Be a builder of
capability.
_____________________________________________________
_____________________________________________________
Part 3
Directions:Considering the four qualities (seer, heretic, activist, builder of capability)Gary Hamel challenges us to develop, which are you most comfortable in acquiring
and nurturing? What about that quality appeals to you? What definitive steps will you
take to incorporate those attributes in your daily routine?
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
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Leading the Revolution
Self-check answer key
Part 1
Directions: Complete the following true/ false items.
1. F As the merger and acquisition trends wind down, the newly emerging trend
for maximizing profitability is streamlining.
2. F The correlation between organization size and profitability is statistically
significant.
3. T Within industry groups, the business strategies of its leaders are remarkably
similar.
4. T Front-line employees, particularly those with customer service roles, are an
excellent resource for identifying changes in customers needs, expectations,
and wants.
5. T An organizations leadership often becomes a barrier to recognizing and
acting upon ideas generated within the organization.
6. T When considering a new business model, an organization must have an
understanding of its core competencies, strategic assets, and core processes.
(Hint: Refer to the Design elements of a business model graphic found on
page 13.)
7. F Elements of a core strategy are the organizations business mission,
product/ market scope, and its processes for ensuring customer satisfaction.(Hint: Refer to the Design elements of a business model graphic found on
page 13.)
8. T Sometimes overlooked when considering a new business model is an
organizations value network comprised of suppliers, partners, and
coalitions. (Hint: Refer to the Design elements of a business model
graphic found on page 13.)
9. T An organizations political and mental models can either promote or
squelch innovation.
10. F Revolutionary products, services, and packaging are a fluke. Organizations
cannot create and maintain an industry revolutionary environment.
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Leading the Revolution 2
Self-check answer key continued
Part 2
Directions: For each attribute suggested by Gary Hamel during the program, identify aminimum of two specific actions associated with that attribute. Hint: Refer to your
notes on pages 15-18.
Answers will vary, but should include at least two from each list.
11. Be a seer. Become a novelty addict.
Search for under-appreciated trends.
Find transcendent themes.
Reason through a chain of consequences. Consider the interaction of trends.
Dig deeper.
Look for historys recurring patterns
12. Be a heretic. Cultivate your contrarian tendencies.
Never stop asking why.
Celebrate the stupid.
Go to extremes.
Find the and.
Separate form and function.
Dare to be wrong.
13. Be an activist. Build an ideology.
Write a manifesto.
Create a community.
Find a translator.
Bootleg resources.
Take advantage of every platform.
Make it real.
14. Be a builder ofcapability.
Reset aspirations.
Work for a cause; not a business. Hear new voices.
Create an internal market for ideas.
Create an internal market for capital.
Create an internal market for talent.
De-risk unfamiliar opportunities.
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Leading the Revolution
Self-check answer key continued
Part 3
Directions:Considering the four qualities (seer, heretic, activist, builder of capability)Gary Hamel challenges us to develop, which are you most comfortable in acquiring
and nurturing? What about that quality appeals to you? What definitive steps will you
take to incorporate those attributes in your daily routine?
Answers will vary.
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Leading the Revolution 2
SECTION 2
Leadership Assessment Instrument
Excerpted from Leadership Assessment Instrument and Development Guide, 1999 Linkage,
Inc. Used wit h permission. Call 781-862-3157 for furt her information.
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Leading the Revolution
About the Leadership Assessment Instrument
The Leadership Assessment Instrument (LAI) was researched and developed by Linkage,
Inc., in partnership with Dr. Warren Bennis. It focuses on the five personal characteristics,
or competencies, essential to effective leadership and on the five skills with which leadersput these competencies into practice. Knowing your strengths and opportunities for
development may help make todays presentation particularly relevant.
The five categories the instrument assesses are:
1. Focused drive,
2. Emotional intelligence,
3. Building trust/ enabling others,
4. Conceptual thinking, and
5. Systems thinking.
Each competency and each skill has a definition and an associated set of behaviors that
demonstrate that competency or skill. Additionally, each competency is described by ten of
these behaviors and each skill by five. Furthermore, the ten behaviors for each competency
are organized into two groups of five, each corresponding to a component of that
competency.
Lets take a closer look at the five competency categories in greater detail.
Focused Drive
The competency of focusing on a goal and harnessing your energy in order to meet thatgoala balance between the components of:
Focus: The ability to identify an important goal or vision and to channel efforts
at specific targets that support that goal or vision.
Drive: The ability to persevere, sacrifice (when necessary), and expend high
degrees of energy to reach high levels of performance.
Emotional Intelligence
The competency of understanding and mastering your emotions (and those of others)
in a way that instills confidence, motivates, inspires, and enhances group
effectivenessa balance between the components of:
Perception: The ability to read the emotions and thoughts of others through the
use of insight and analytical skills.
Emotional Maturity: The ability to master emotions and cope with stress in a
way that instills confidence, motivates, and enhances group effectiveness.
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Leading the Revolution 2
Trusted Influence
The competency of evoking trust from others and placing trust in others enabling themto succeeda balance between the components of:
Commitment: The ability to evoke trust from others by keeping commitments,
adhering to high ethical standards and principles, and building shared goals or
values.
Empowerment: The ability to help others reach higher levels of performance
through trust, delegation, participation, and coaching.
Conceptual Thinking
The competency of conceiving and selecting innovative strategies and ideas for your
organizationa balance of the components of:
Innovation: The ability to create/ enhance ideas, products, and services that
lead to bottom-line success.
Big-Picture Thinking: The ability to see all of the forces, events, entities, and
people that are affecting (or are being affected by) the situation at hand.
Systems Thinking
The competency of rigorously and systematically connecting processes, events and
systemsa balance between the components of:
Mental Discipline: The ability to sort through ambiguity and alternatives in a
way that crystallizes and puts ideas into action.
Process Orientation: The ability to increase overall learning and performance
by designing, implementing, and/ or connecting processes.
While todays program is most relevant to conceptual thinking, having an awareness of your
rating in each area provides insight and may make todays program more meaningful.
Instructions for completing and scoring the assessment are provided on the following pages.
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Leading the Revolution 2
Leadership Self-Assessment
Purpose and overview
The purpose of this Leadership Self-Assessment is to provide a leadership profile based on
the competencies necessary for strong, superior leadership. The data that you provide will
enable you to construct a profile, complete with areas of strength and areas for future
development.
Please complete the instrument by assessing your own behaviors and skills according to the
directions below. Be honestthe more rigorous you are, the better you can target your
developmental needs. Remember, the instrument is meant to assess how you believe that
you actually are; not how you think that you should be.
Directions
For each of the 50 items listed on the following pages, consider how much the stated
behavior characterizes your own behaviors, thoughts, intentions, or skills in on-the-job
situations, and then rate yourself in the space provided according to the following scale:
3 = I often demonstrate this behavior
2 = I sometimes demonstrate this behavior
1 = I hardly ever demonstrate this behavior
Use the enclosed answer sheet (page 33) to record your answers. After recording youranswers, add up the totals for each competency on page 33 and then transfer the overall
competency scores to the competency profile sheet on page 34.
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Leading the Revolution 3
Leadership Self-Assessment
1. I balance multiple tasks and prioritize when faced with limited time and/ or resources.
2. I create a positive environmenteven when it appears "all is lost"by expressingoptimism and offering encouragement to team members.
3. I keep a mental record of every commitment that I make and follow through on my
promises.
4. I steer through ambiguity and "information clutter to resolve complex problems.
5. I ask questions to try to piece together "unrelated" information, events, etc.
6. I build momentum by spending 90 percent of my time on the top 10 percent of my
priority list.
7. I view my "wins" with pride and humility.
8. I operate by a value-driven work philosophy that is grounded on clear principles.
9. I adhere to a disciplined process for sorting out alternatives and arriving at the best
option when approaching a problem or project.
10. I make connections between and among information, events, etc. that reveal key issues,
problems, or opportunities.
11. I display single-mindedness in unstoppably directing my energy at specific targets.
12. I persuasively and effectively reassure teams and/ or individuals in the face of setbacks
or seemingly insurmountable obstacles.
13. I identify and find ways to meet the needs, expectations, and wants of others up, down,
and across the organization.
14. I test ideas and assumptions by carefully reviewing ideas with thought leaders andcritical thinkers within my organization.
15. I do not accept a problem at face value, but search for the less obvious underlying
factors driving the problem.
16. I find a way to "get it done" and will sacrifice personally to reach the goal line.
17. I have a thorough understanding of my own emotions and feelings and how they impactthe situation at hand.
18. I give people a sense of personal fulfillment by recognizing their individual
contributions in the achievement of a goal.
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Leading the Revolution
Leadership Self-Assessment continued
19. I consult outside resources (e.g., magazines, and databases) in order to identify where
my company, my industry, and the market are moving and to size up new business
opportunities.
20. I take into account the potential implications of a decision on other people/ departments
within the organization before moving forward.
21. I stay the course mentally despite potential distractions and disruptions to my primary
focus.
22. I control and selectively display my emotions and feelings in a beneficial way (e.g., I
successfully channel my anger).
23. I help build shared goals and values to reinforce individual commitment to the
organization.
24. I create viable new business ideas by thinking "out of the box," as well as in a soundbusiness fashion.
25. I build and connect processes within my organization to assure that implementation
remains constant and reliable.
26. I display stamina, energy, and intensity in achieving high standards of performance.
27. I express myself in consistent moods that invite participation and further
communication with others.
28. I provide honest, clear feedback by focusing on the issue (and not the person) so that the
person will accept and consider the feedback.
29. I ask "What if?" questions and play out scenarios to test new business ideas that
challenge the status quo.
30. I assure that new ideas are integrated with established procedures/ processes so that the
organization can digest the new ideas.
31. I act decisively, with a passion for making things happen.
32. I recognize and consider the emotions and feelings of others before taking action.
33. I articulate a goal or vision and motivate others to help me reach that goal/ vision.
34. I have the ability to create unorthodox or revolutionary concepts that have growth or
profit potential.
35. I create synergy by involving the "right people" in all phases of work design and
operational implementation.
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Leading the Revolution
Leadership Self-Assessment continued
36. I demonstrate boldness in striving for ambitious goals rather than settling for the safety
of achievable results.
37. I treat different people differently, with appropriate amounts of candor and sensitivity
depending on each individual's own unique makeup.
38. I create shared responsibility among team members by building participation in decision
making and delegating key tasks/ functions.
39. I take the time to check whether a new idea is feasible before proceeding.
40. I pull together disparate ideas to create clear themes and pathways that may alleviate
the confusion and anxiety of others.
41. I seekand findcreative solutions to obstacles blocking the path to the goal line.
42. I accept rejection with grace and renewed determination, modeling to others how to
handle failure.
43. I display trust in others by giving them additional responsibilitiesand providing them
with the appropriate tools and resources necessary to carry those responsibilities out.
44. I seek better solutions to problems instead of falling back on established protocol.
45. I demonstrate a commitment to continuous learning by documenting critically
important action steps, i.e., I try to make sure that my organization does not "reinventthe wheel."
46. I effectively communicate the critical nature of the goal in a way that allows others to
focus on that goal, as well.
47. I offer solutions, suggestions, and constructive criticism to others while also remaining
open to additional possibilities.
48. I successfully help individuals and teams reach higher levels of performance, e.g., by
displaying confidence in them at critical junctures.
49. I act receptive to the new ideas of others and try to improve or enhance them in a non-
threatening manner.
50. I see an entity (e.g., my organization) not merely as a collection of isolated processesand parts, but as a unitary whole of interconnected processes.
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Leading the Revolution
Leadership Self-Assessment answer sheet
Focused Drive
Emotional
Intelligence
Building Trust/
Enabling Others
Conceptual
Thinking
Systems
Thinking
1. __________ 2. __________ 3. __________ 4. __________ 5. __________
6. __________ 7. __________ 8. __________ 9. __________ 10. __________
11. __________ 12. __________ 13. __________ 14. __________ 15. __________
16. __________ 17. __________ 18. __________ 19. __________ 20. __________
21. __________ 22. __________ 23. __________ 24. __________ 25. __________
26. __________ 27. __________ 28. __________ 29. __________ 30. __________
31. __________ 32. __________ 33. __________ 34. __________ 35. __________
36. __________ 37. __________ 38. __________ 39. __________ 40. __________
41. __________ 42. __________ 43. __________ 44. __________ 45. __________
46. __________ 47. __________ 48. __________ 49. __________ 50. __________
TOTALS:
__________ __________ __________ __________ __________
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Leading the Revolution 3
Individual Development Planning:
Leadership Competencies
Competency Profile Sheet
1. Transfer your overall competency scores from the answer sheet to the correspondingboxes below.
2. Plot points on the graph using the scale on the left.
3. Connect the dots to see your overall competency profile.
Competency
Scores:
FocusedDrive
EmotionalIntelligence
BuildingTrust/
EnablingOthers
ConceptualThinking
SystemsThinking
Absolute
Strength30
Relative
Strength25
Possible
Development
Area
20
Development
Area15
Possible
Block10
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Leading the Revolution
SECTION 3
Leadership Development Guide
The following activities are excepts from the Leadership Development G uide, a guide
researched and developed by Linkage, Inc. in partnership with Dr. Warren Bennis. These
activities were selected because of their relevance to todays program.
Excerpted from Leadership Assessment Instrument and Development Guide, 1999 Linkage,
Inc. Used with ermission. Call 781-862-3157 for further information.
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Leading the Revolution 3
Developing the Competency of Conceptual Thinking:
The Innovation Component
Definition
The ability to create/ enhance ideas, products, and services that lead to bottom-line
success.
Behaviors
Asks What if? questions to test assumptions and challenge the status quo
Seeks better solutions to problems instead of falling back on obvious ones
Demonstrates an ability to create new business ideas by thinking out of the box
Demonstrates creativity in making ideas and concepts better
Creates innovative concepts that have growth or profit potential
Exercise: New Product Ideas
The following exercise is one you can do either on your own or with a group.
1. Take an everyday object (such as a brick, or a toothbrush), and come up with as
many uses for it as you can think of.
Example: A brick could be used, among other things, as a paperweight, a weapon
for self-defense, a bookend, a pedestal to support a vase or small statuette, a
flyswatter or bug-smasher, a doorstop, or a stepping stone for crossing puddles.
2. Identify which of these uses could yield a product that would complement your
organizations products or services.
Example: Lets say your company owns and manages a chain of bookstores. You
might print the name and logo of the company on bricks and sell them as hip
urban bookends.
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Leading the Revolution
Exercise: Your Conditions For Creativity
How often have you heard someone say, I do my best thinking in the shower or Ialways seem to have my best ideas in my car on the way to work?" If youre like most
people, there are probably certain conditions that are conducive to your thinking
creatively, and others that hinder your creativity.
In th is brief exercise, youll try to identify what these conditions are.
1. Identify some times when youve been able to th ink creatively.
2. Think about what each of those times were like:
Were you alone, or with others?
If you were with others, who specifically were they?
Where were you (for example, indoors or outdoors, at home or at work)?
What was the space like (for example, bright or dark, cluttered or spare)?
What time of day was it?
What else was going on at the time (For example, was your schedule busy or
light, were you under pressure or not)?
3. Try to identify patternsthat is, are there conditions that were common to most or
all of the times when you were able to think creatively?
4. Repeat steps 1 to 3, this time for situations in which you were unable to think
creatively.
5. In the future, when you need to think creatively, try to recreate the conditions that
seemed to foster creativity in the past, while avoiding conditions that hindered
creativity.
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Leading the Revolution 3
Daily Practices
When youre seeking new ideas or innovative solutions, or when youre faced with
a problem for which there is no easy solution, do something different. Often, change
is all it takes to send your thinking in new directions.
Change the conditions in which you work. For example, if youre working inan office, try taking a walk. If youre working alone, find someone to ta lk with.
If youre working late in the day, try working first thing in the morning.
Change your methods. You might consider thinking aloud by talking thingsout with a colleague. Or, create interesting and unusual metaphors for the topic
or issue you face and think through all the characteristics and implications of
seeing it in these different ways.
Change your medium. For example, rather than thinking it through alone, tryusing a computer or paper and pen, writing non-stop for five minutes. Record
your thoughts unedited, then read your thoughts with an eye toward emerging
insights, connections, and possibilities. Or, draw a picture that symbolically
represents either the issue you face or your relationship to the issue.
Practice asking W hat if? questions. Do this by first identifying something you
take for granted (such as gravity, your organizat ions core product line or lines, or
the fact that people only have two arms!). Then try to imagine what a ll the
implications would be if that fact you take for granted were no longer the case:
What would life be like if there was no gravity? If your organization had to tota lly
reconfigure its product lines? If people regularly had a different number of arms?
As with the new products exercise, above, this is a great practice to use with a
group. For example, its helpful as a way of limbering up peoples minds at the
start of a meeting.
Institute regular brainstorming or creativity forums, where people come together
with no purpose other than thinking up new ideas or ways of doing things. The only
outcome of such meetings should be lists of possibilities to be explored further, and
commitments to meet again to analyze the possibilities.
Make it a regular practice to read articles or books in areas about which you knowvery little. These should offer new perspectives on your areas of expertise and help
enrich your approach to strategic thinking and problem solving.
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Leading the Revolution 3
Activities, Assignments, and Projects
Lead or participate on a team charged with scanning the organizations
environment to identify critical trends that may affect the organization in the future.
Lead or participate on a team charged with solving a difficult problem faced by the
organization.
Seek a developmental assignment in a function that requires out of the box
thinking, such as research and development or marketing.
Creativity and innovation are enhanced when we work differently with the material
before us and/ or when we represent that material in a fresh way. When you
encounter a difficult issue or problem for which there is no easy solution, consider
inventive activities as alternatives to simply thinking through someth ing alone ortalking it out as a team.
Write nonstop for five minutes, recording your unedited thoughts on paper.
Create an interesting and unusual metaphor for the topic or issue and think
through all the characteristics and implications of seeing it this way.
Draw a picture that symbolically represents either the issue you face or your
relationship to the issue.
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Leading the Revolution 4
Developing the Competency of Conceptual Thinking:
The Big-Picture Thinking Component
Definition
The ability to see all of the forces, events, entities, and people that are affecting (or are
being affected by) the situation at hand.
Behaviors
Searches for and conceptualizes the underlying, systemic causes driving a problem
Intuitively forms ideas that clarify the many possibilities in a complex situation
Makes connections between and among information, events, etc. that reveal keyissues or opportunities
Comes up with new concepts or distinctions that better organize the interpretation
of ambiguous data, information, or events
Asks questions to try to form a complete picture of unrelated information, events,
etc.
Exercise: Using a Conceptual Model to Analyze Causes
One importan t capability of the big-picture thinker is the ability to consider
systematically the multiple underlying causes of a problem. One model that usefully
organizes such a systematic scan of causes is the famous McKinsey 7S model, which
looks at organizations through the lenses of shared values, structure, strategy, systems
(e.g., information systems), style, staff, and skill.
1. Consider a past project or initiative that was unsuccessful or a current project or
initiative that is suffering from problems of an uncertain nature.
2. Identify how each of the following may have hindered (or is currently hindering) its
success:
The shared values of the organization
The structure of the organization
The strategy of the organization
The systems of the organization (e.g., information systems, HR systems)
The style (culture) of the organization
The staff of the organization (i.e., how jobs are designed and filled)
The skill of the organization (i.e., how the organization identifies, measures,
and develops the skills of its people)
3. If you have analyzed a past project or initiative, apply your learning to future
undertakings. If you have analyzed a current project or initiative, make adjustments
as necessary.
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Leading the Revolution
Daily Practices
Cultivate a mindset that habitually seeks connections by consciously asking the
question How are these two (or more) issues, problems, ideas, bits of information
alike or related? Avoid the tendency to proceed with a mindset that seeks first and
foremost to answer the question How are these two (or more) issues, problems,
ideas, bits of information distinct or different?
Regularly read a high-quality newspaper or business journal. Each time you do so,
try to identify at least one trend that will affect your organizationor provide it
with an opportunitywithin the next five years. Develop one or more
recommendations for responding to each trend. Share your analysis and
recommendations with your colleagues.
Consider the implications of problems and solutions on other people anddepartments by defining a problem from the perspective of each stakeholder.
Pose context questions as frequently as you pose content questions when makingdecisions or coaching others. Conten t questions ask about the data used to solve a
problem, make a decision, or proceed in a situation. Such questions focus attention
on the details and specifics of a situation in order to justify choices contemplated or
made.
Context questions focus attention on how a problem or situation was solved/ is
being solved, addressed, or considered. Such questions promote an on thebalcony perspective that expands our sights and sense of possibilities. Examples of
context questions include the following:
What are the questions we should be asking ourselves?
What is the outcome we really want out of this?
What are the key assumptions that lie behind our positions and actions?
Who can provide another perspective?
What are we missing?
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Leading the Revolution 4
Activities, Assignments, and Projects
Volunteer for a cross-functional or cross-divisional assignment. This will give you
another perspective from which to view the organization in general and the work of
your own unit in particular.
Create an idea for a new product or service and outline the business plan for its
launch. Share the proposal with a friend or colleague for input on how you
anticipate the markets needs.
Develop a model that clarifies and organizes your interpretation of a body of
complex data, information, or events important to your job role and your business.
Test the usefulness of the model as new data, information, or events present
themselves.
Record in a journal your gleanings of industry trends, organizational issues,
opportunities, and threats, as gathered through calls, conversations, meetings,
conferences, readings, and contacts with those inside and outside your business.Make it a habit to comb periodically through your observations and reflections,
seeking synthesis of seemingly disparate pieces.
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Leading the Revolution 4
SECTION 4
Forms
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Leading the Revolution 4
Leading the
Revolution
Making Strategic
Innovation and Growt h a
Core Competency in Your
Organization
Question sheet
Use this form to write your question for Gary Hamel or for discussion among your
colleagues. Please write clearly.
Name (optional)
Organization
Location
Your question (25 words or less):
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
Tel 800-520-8567
Fax 800-723-2752
E-mail [email protected]
PBS and the PBS logo are trademarks and service marks of the P ublic Broadcasting Service and a re used with its permission
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PARTICIPANT
EVALUATION
Feedback and application are vital parts of the learning process. Please take a few minutes to
complete this survey and return it to your Site Coordinator. We value your input and participation.
If you are applying for Continuing Education Units (If you are applying for Continuing Education Units (CEUs) you must:CEUs) you must:
1. Have signed in a t the beginning of the satellite transmission on the log provided by the Site1. Have signed in a t the beginning of the satellite transmission on the log provided by the Site
CoordinatorCoordinator
2. Complete this form in its entirety and return it to the Site Coordinator, who will send it to The2. Complete this form in its entirety and return it to the Site Coordinator, who will send it to The
Business Channel for processingBusiness Channel for processing
Your name Title
Organization
Phone E-mail
Social Security # (CEU participants only)
Date of participation in satellite program
1. Circle the score that indicates the overall usefulness of this program to you:
Leading the
RevolutionMaking Strategic
Innovation and
Growth a Core
Competency in
Your Organization
not at all useful 1 2 3 4 5 extremely useful
2. Listed below are the learning objectives for Leading the RevolutionLeading the Revolution. Now that you have
completed the satellite-delivered portion of the program as well as the accompanying participant
materials, please circle the number that best reflects your level of comprehension of the subject
matter using the following scale.
I understand the material presented
not at all 1 2 3 4 5 completely
a. W hen pa rticipating in strategic planning and assessing the effectiveness of my
organizations strategy, before favoring dramatic changes I will recall data andobservations regarding the futility of holding on to worn-out means of growth,such as mergers and acquisitions, re-engineering, and downsizing.
1 2 3 4 5
b. When participating in strategic planning, I will recall and recognize signs of adying strategic business concept and share my concerns/ predictions with others
involved in the planning process.
1 2 3 4 5
c. When participating in the strategic planning associated with creating a newbusiness model, I will ensure it addresses our business mission, product/ market
scope, and a basis for differentiation while taking into account our resource base andvalue network.
1 2 3 4 5
d. When managing myself and others in my workgroup, I will openly encourageinnovative thinking by establishing and maintaining mental and political models.
These models will expect and reward strategic innovation.
1 2 3 4 5
e. W hen assessing my own leadership skills, I understand the importance of developingseer attributes and will consciously seek trends, reoccurring patterns, and novelty.
1 2 3 4 5
f. When assessing my own leadership skills, I understand the importance ofdeveloping my heretic tendencies and will consciously challenge the status quo,
ask thoughtful questions, and allow myself to be direct, demanding, and wrong.
1 2 3 4 5
g. When assessing my own leadership skills, I understand the value of becoming an
organizational activist and will strive to establish a community focused onmeaningful goals and supported by management and employees alike.
1 2 3 4 5
h. W hen assessing my own leadership skills, I understand the necessity of becoming
a builder of capability and will purposely seek input from new voices whilecreating an internal market for talent, capital, and ideas.
1 2 3 4 5
Return this form to your
site coordinator or send to:
The Business Channel
Program Development
1330 Braddock Place
Alexandria VA
22314-1698
Fax: 703.739.3854
PBS and th e PBS logo are trademarks and service marks of the Public Broadcasting Service and are used with its perm ission. Page 451999 The Business Channel, L.L.C. Permission is granted to duplicate this form only if all copies include this line.
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3. Identify the most important knowledge that you acquired from this program. Please check
all that apply.
q1 Traditional means of bringing about
organizational growth and profitabilityare no longer infallible.
q1 Considerations to take into account when
developing a business model.
q1 How an organization's mental and
political models impede or encouragestrategic innovation .
q1 Attributes of a strategic leader in term s of
being a seer, heretic, activist, and builderof capability.
q1 q1 How to recognize a "dying" corporatestrategy.
How to assess my leadership skills andfurther my development by completing
the Leadership Assessment Instrumentand the suggested pre-and post-presentation activities.
q1 Other ____________________________
4. Identify how you will use this knowledge on the job. Please check all that apply.
q1 To improve my contributions to myorganization's strategic planning process.
q1 To nu rture seer, heretic, activist, andcapacity building characteristics in m yself.
q1 To better ensure my workgroup's goalsand in itiatives are supportive of the
organization's strategy.
q1 To create and support a climate whichencourages individuals to be seers,
heretics, activists, and capacity builders.
q1 Other _______________________________________________________________________
5. Below is a list of phrases that could be used to describe this program. Please read each
phrase and check the box that best indicates the extent to which you agree or disagree.
Strongly
disagree
Somewhat
disagree
Somewhat
agree
Strongly
agree
Current important topic q1 q2 q3 q4
Offered ideas for immediate use q1 q2 q3 q4
Thought provoking q1 q2 q3 q4
Motivating q1 q2 q3 q4
Knowledgeable presenter(s) q1 q2 q3 q4
Effective presenta tion style(s) q1 q2 q3 q4
High quality video inserts or graphics q1 q2 q3 q4
Useful participant materials q1 q2 q3 q4
Right time of day q1 q2 q3 q4
Right time of month q1 q2 q3 q4
Good audio quality q1 q2 q3 q4
Good visual quality q1 q2 q3 q4
Other: _____________________________ q1 q2 q3 q4
6. Would you recommend this program to your colleagues? Yes No
a. If yes, to whom?
Page 46
1999 The Business Channel, L.L.C. Permission is granted to duplicate this form only if all copies include this line .
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7. Please give a general overall comment about the program.
a. May we use this comment in promotional materials? Yes No
b. If yes, may we use it with your name and organization? Yes No
8. How can this training program be improved?
9. What other programs would be of interest to you? Please check all that apply.
q1 Time management q1 Interviewing
q1 Mentoring q1 Employment law
q1Managing and initiating change
q1Health and safety
q1 Risk analysis q1 Negotiation
q1 Knowledge management q1 Listening skills
q1 Decision making q1 Project leadership
q1 Innovation and creativity q1 Understanding and managing technology
q1 Presenta tion skills q1 Workplace values
q1 Sexual harassment prevention q1 Diversity
q1 Problem solving q1 Customer service
q1 Computer skills q1 Strategic selling
q1 Conflict resolution q1 Communication skills
q1 Performance appraisal q1 Other______________________________
10. What is your role within your organization?
q1 President q8 Network Manager
q2 Vice President q9 Staff Member
q3 Director q10 Sales Representative
q4 Manager/ Supervisor q11 Customer Service Representative
q5 Project Manager q12 Administrative Staff
q6 Team Leader q13 Other______________________________
q7 Professional
11. What department?
q1 Product Development q6 Sales
q2 Manufacturing/ Plant Operation q7 Marketing
q3 Research and Development q8 Customer Service