Summer Leadership Experience - June of 2021 - KCoe Isom
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Summer Leadership Experience June of 2021
SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
Learning Objectives
By the conclusion of the leadership experience, participants will be able to:
Describe the four behavioral styles
Identify two strengths of their style
Recognize the mission, vision and values of the firm
Identify the four domains of emotional intelligence
List at least three strategies for adapting their style to create more productive relationships
Describe the impact that attitude has on relationships and results
List at least three characteristics of a business advisor
The KCOE Experience: Keys to Success in Your Career
o Know yourself
o Create productive relationships
o Own your attitude
o Exemplify the characteristics of a business advisor
Capture an idea below and in the Chatbox of one expectation you have of this
experience. What will make the time invested worth it for you?
The Value of Self‐Awareness
• Put yourself in situations that play to your ______________
• Recognize and manage your ________________
• Manage your ____________ to maintain healthy relationships
• Strengthen your _______________ intelligence
• Create a very successful _________
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SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
Introduction to DiSC
As you watch the video, capture notes of the highlights below. Did you see yourself in any of
the people in the video?
Cornerstone Principles
o All DiSC® styles are equally _____________, and everyone is a ________ of all four styles
o The way you _______ is also influenced by other factors such as life experiences,
education, and maturity
The DiSC Model
What Your Dot Tells You?
• Your primary style
• Your secondary style
• How inclined you are to your natural style
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SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
Your Inclination
Slight Moderate Strong
Your DiSC Style
• View your DiSC® map and shading
• Your shading represents your comfort zone
Your Style Story
Read through your style story, and jot down two or three ideas that resonate most with you
below. Then share your insights with your breakout room group.
What quadrant is your dot in?
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SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
Workplace Priorities
There are eight workplace priorities
• Priorities are the primary areas where people focus their energy at work.
• The three priorities closest to your dot, are your workplace priorities.
• You could have as many as five priorities; most people have three.
• If you have more than three priorities, they will be represented on the
map by striped shading.
• Having five priorities is no better than having three priorities – just
different.
How many priorities do you have? Respond to the polling question.
Read through your Workplace Priorities and make a note of a few statements you agree
with, and anything you disagree with or feel uncertain about. Make your notes below.
Which Workplace Priority resonated with you the most? Respond to the polling question.
Read through your Motivators and Stressors and make a note of one
statement from each category that best describes you.
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SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
A Day in The Life
Based on your behavioral style, answer the following questions with your like‐style group.
1. What are your greatest contributions to your workplace?
2. What are your greatest fears?
3. How are you misunderstood?
4. What advice would you give other styles so that they could better relate to you?
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SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
Mission, Vision, Values, and Culture Notes
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SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
Emotional Intelligence (EQ): What Is It?
In the Chatbox, enter a simple definition of emotional intelligence. Don’t use Google or
electronics to create your definition. Just share your own ideas.
Emotional Intelligence is…
Discussion Questions:
1. What are the benefits to you (and your career) of focusing on improving your EQ
now?
2. Why does EQ matter?
Respond to the polling question: Which has more influence on our success
in the workplace? EQ or IQ
Why EQ Matters
• People with high EQ have more constructive relationships with others
– ____________________ are stronger, and more ________ is developed.
– ____________ is more _______________, which results in better outcomes.
– E.Q. fosters _________________ in the workplace.
– People with high EQ have better ________________ and overall _____________.
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SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
Emotional Intelligence Assessment
Rate each statement according to the following scale:
1 2 3 4 5
Strongly Disagree Somewhat Disagree Neutral Somewhat Agree Strongly Agree
1. I make decisions that are always consistent with my values.
2. I welcome feedback from others.
3. I do not become defensive when criticized.
4. I can easily admit when I am wrong.
5. I am very aware of others moods.
6. I always keep promises.
7. I easily handle multiple demands.
8. I do my best when I am under pressure.
9. I can think clearly when I am under pressure.
10. I make good decisions when I am under pressure.
11. I have well developed tools and strategies to effectively manage pressure.
12. In my group of friends, I am generally aware of how each person feels about the other people in our social circle.
13. When I am upset, I can usually pinpoint exactly why I am distressed.
14. While there are some things that I would like to change, I generally like who I am.
15. When I make a mistake, I focus on learning from the mistake and improving.
16. I feel comfortable in emotionally charged situations.
17. I easily engage with people I do not know.
18. I keep minor problems in perspective (do not overreact).
19. I feel confident about my own skills, talents, and abilities.
20. I would describe myself as a good judge of character.
21. I make a plan and work on tasks, even when they are unpleasant.
22. When making an important decision, I tend to follow my instincts.
23. I have an easy time making friends and getting to know new people.
24. When I struggle with a project or have an undesired outcome, I think about ways I could improve and apply these
ideas to future work.
25. When one of my friends suffers a crisis, I allow my friend to express his/her feelings and offer my support.
Adapted from: psychology.about.com and Institute for Health and Human Potential EQ Assessment TOTAL 0
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SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
Emotional Intelligence Assessment
Understanding Your Score
25‐50 People with a low score on emotional intelligence may have a difficult time interpreting,
understanding, and acting on emotions. They often have difficulty expressing their own emotions
and feel uncomfortable around the emotional displays of other people. In some cases, those who
score low may experience low self‐esteem, poor self‐confidence, and may have difficulty feeling
empathy and showing love for others. It's important to remember that no matter what your
score is, there is always room to improve your emotional intelligence. Consider areas where you
are not as strong and think of ways that you can learn and grow. Take stock of your strong points
and find ways to continue to develop and apply these skills. If you feel that you are low on
emotional intelligence, try to actively identify your own emotions and the emotions of those
around you. Taking a class to improve your communication skills can also be helpful.
51‐99 You have an average score on emotional intelligence. You are likely sensitive to the emotional
climate of the people around you when you and they – peers, friends, family and key clients – are
under pressure. You are well aware of the effect your behavior has on others. Still, while you may
be adept at tuning into others and their needs – you must remember your own! Don’t be afraid
to honestly communicate these difficult needs and feelings. The world is well stocked with
martyrs – it doesn’t need any more! Think also about your passion for work. We spend countless
hours in our given roles – sometimes without much joy or satisfaction. In the process we become
tranquilized by the trivial, sedated by the small details of life. Sure, the laundry needs doing, the
groceries need getting, the kids need chauffeuring, the deadlines must be knocked off, but we
also need to stop and remember what gives us great joy and meaning. If we fail to remind
ourselves (on a regular basis), we risk becoming hostile and cynical, especially when we face high
pressure situations. We lose our purpose. And this translates to a diminished ability to be
effective, at ease and fulfilled.
100‐125 You have high emotional intelligence. This is good news! EQ counts for twice as much as IQ and
technical skills combined in determining who will be a star performer. Your level of EQ likely has
been and will be a driver of your high performance under pressure for years to come. Areas to
work on: While you are doing well, don’t forget to take time out of your busy day‐to‐day activities
to stop and reflect on what brings you the greatest meaning in your life. If we fail to do this on a
regular basis, we risk becoming tranquilized by the trivial, sedated by the small details. Yes,
deadlines need to be met and goals achieved. But if we are working toward goals that are not in
alignment with our key values and greater purpose, we face becoming hostile and cynical when
we face pressure – losing the reason we are doing ‘all of this’ in the first place! This translates into
less joy and enthusiasm for our work – resulting in a diminished ability to be effective, at ease,
and focused on our purpose. People who score high on emotional intelligence tend to be skilled
at interpreting, understanding, and acting upon emotions. They are adept at dealing with social
or emotional conflicts, expressing their feelings, and dealing with emotional situations.
Adapted from: psychology.about.com and Institute for Health and Human Potential EQ Assessment
Respond to the Polling Question about your score!
10SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
Goleman’s 4 Domains of Emotional Intelligence
Awareness Self Others
Self‐ Social
Awareness Awareness
Actions
Self‐ Relationship
Management Management
Reflection Questions:
1. Which of the domains are you currently functioning in?
2. What do you perceive your emotional intelligence strengths to be?
3. What are areas that you might want or need to improve?
11SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
Improving Your Emotional Intelligence
Recognize your ____________.
Understand the _________ of your feelings.
Recognize the difference between having a feeling and _________ on that feeling.
Know your __________________ tolerance.
Express ________ appropriately .
Be aware of _______ of voice, body language, facial expressions – of yourself and of
others.
Acknowledge and validate _____________ of others, their work, contributions and
challenges.
___________ with others to help them develop personally and professionally.
Remain calm and ____________ at times of unfavorable events.
Encourage others to _________ about feelings.
What are three things that you could do to improve your EQ? Capture your ideas below, and
then share them with a partner in a breakout room.
o
o
o
If you would like to learn more about EQ and receive your
Everything DiSC Agile EQ profile, please enter your name and Agile
EQ in the Chatbox.
12SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
Everything You Ever Wanted to Know About
Working at a Consulting Firm
Capture your questions below, and then place them on the website, via the “submit panel
questions” button no later than when we adjourn session one. Some of your questions could
be used tomorrow in the panel discussion. Any questions that are not answered during the
panel discussion will be answered on the website following the conclusion of the program.
13SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
The Value of Relationships in the Workplace
On the Whiteboard, capture an idea or two about the benefits of having productive
relationships in the workplace.
The Value of Relationships in the Workplace
• Makes work more _____________
• Facilitates _________________ and ___________________
• Creates opportunities to work on ______ and ___________ projects
• Enhances the potential for _________________ and personal __________
Communication is a Key to Building Productive Relationships
Which of the following modes of communication is most conducive to building strong,
trusting relationships?
Text
Email
Respond to the polling
Instant messaging
question and capture
Phone conversation
your top two choices.
oom meeting
Face‐to‐face conversation
What is one thing that you could do to enhance your communication and build more
effective relationships? What might you change about the way that you communicate?
14SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
Creating Productive Working Relationships
• To have a productive relationship, you must work to make the other person comfortable
– you must be adaptable in terms of your actions and your communication.
• Adaptability is ________________.
• Adaptability is both an ____________ and a skill.
• We can ________ to be more adaptable, if we choose to.
• Being highly adaptable in all situations can be very ______________.
• We face many ______________ when adapting.
Obstacles to Adaptation
o We are quick to judge others.
o We are creatures of habit.
o We are all different.
People‐Reading Principles
• People reading is not for labeling, but for understanding.
• There is no good or bad style.
• All styles have strengths and limitations.
• Everyone is a blend of styles.
Observe Actual Behavior
• Body Language
• Tone of voice and expression
• Choice of words
15SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
People‐Reading Method
Outgoing/Direct/Fast/Loud
Questioning/Skeptical/Task Focused
Accepting/Warm/People Focused
OR OR
Reserved/Indirect/Slow/Soft
Outgoing/Direct Outgoing/Direct
Fast/Loud Fast/Loud
Questioning/Skeptical Accepting/Warm
Task Focused People Focused
Questioning/Skeptical Accepting/Warm
Task Focused People Focused
Reserved/Indirect Reserved/Indirect
Slow/Soft Slow/Soft
16SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
People Reading Practice
Watch the videos and capture some of your behavioral observations below. Then decide if
the person is a D, I, S or C. Capture your response in the poll.
Round 1 ‐
Round 2 ‐
Round 3 ‐
Round 4 –
So, Now What?
• Identify a strategy to create greater comfort in the relationship for the other person
• What might you need to do differently to make your communication more effective?
• How might you need to change your nonverbals and body language to help the other
person relax and relate?
With your breakout room group, talk about how you might adapt your behavior to create
more productive relationships with your assigned style. Feel free to use your profile as a
resource (pages WP 10‐13). Capture your ideas on the next page, and assign someone in
your group to capture key ideas on the Whiteboard.
17SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
Adapting Our Style to Create Chemistry
Style Strategies to Adapt
D
I
S
C
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Panel Discussion Notes
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Own Your Attitude
What is an attitude? With your breakout room group, come up with a one sentence
definition of attitude. Capture your definition below and assign someone to put it on the
Whiteboard when you are finished.
An Attitude Is….
Our attitude has a major impact on our relationships with others – it’s
magnetic or repulsive.
To have productive relationships, a positive attitude is essential.
To advance into leadership positions in a firm, your attitude will have
everything to do with your influence and your success in those roles.
Where do attitudes come from? Enter an idea in the Chatbox.
The Dynamics of a Positive Attitude
Attitudes Personality Results
Understanding Enthusiastic Success
Anticipation Courageous Recognition
Expectations Optimistic Security
Confidence Cheerful Energy
Patience Friendly Achievement
Humility Courteous Happiness
Belief Sincere Health
Warm Friendship
Relaxed Inner‐peace
20SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
Having the Right Attitude in the Workplace
The Dynamics of a Negative Attitude
Attitudes Personality Results
Envy Inconsiderate Tense
Greed Pessimistic Worry
Anger Cruel Frustration
Conceit Weak Unhappiness
Cynicism Cold Sickness
Self‐Pity Blunt Failure
Suspicion Irritable Poverty
Indecision Rude Loneliness
Criticism Abrasive Fatigue
Inferiority Sour Dissatisfaction
Attitude Vs. Skills: What’s most important to an employer? Respond to the
polling question.
To Start Your Professional Career with the Right Attitude, Consider:
o Focusing on your strengths, as opposed to your limitations, and filling your mind with
positive thoughts.
o Demonstrating humility on your learning journey, and balancing that with confidence.
o Looking for employment opportunities that will bring you joy and fulfillment.
o Finding an employer with a culture that you fit in to and can thrive in.
o Focusing on the things that are within your control or direct influence.
o Assuming positive intent in your interactions with others.
o Looking at challenging circumstances as opportunities for growth, as opposed to problems.
21SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
Exemplifying the Characteristics of a Business
Advisor
So, what Is a Business Advisor anyway? Capture an idea in the Chatbox.
A Business Advisor Is…
• Working for an accounting/consulting firm as a Business Advisor is much more
than crunching numbers.
• It’s about interpreting data, analyzing the trends, and helping your clients be
successful.
• It’s about having the right DNA.
22SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
K∙Coe Isom DNA Traits
Demonstrates Individual demonstrates ability to persevere when things get hard and/or situation is
ambiguous; will make tough decisions, act on them and be consistent; be willing to deal with
Grit consequences when advice is not successful
Individual exhibits and embraces curiosity; seeks to understand; demonstrates creativity,
Is Curious thinks beyond the first possible solution; recognizes there is more to the story
Individual asks valuable questions and listens for concerns, unspoken questions and
Listens & underlying or root issues. Individual builds productive, honest relationships with clients,
Influences exercising influence and persuasion with integrity; is the first person client calls when making
significant decision; advocates for their opinion
Individual is an effective communicator, from emails to presentations to thoughtful questions;
Interacts with
able to articulate their vision and demonstrate confidence in their ability to make a positive
Polish impact; creates valuable experiences for those with whom they interact
Individual sees the possibilities, identifies client needs and offers solutions before a client may
Anticipates know they exist; doesn't stop thinking about tomorrow
Individual is able to “connect the dots” based on a variety of inputs (industry knowledge,
Contributes trends, data, customer dialogue, personal observations, etc.); demonstrates critical thinking
Valuable Ideas and provides helpful solutions; does more than just deliver services; considers self equal to
client
For both firm and client objectives, individual weighs tasks and contributions against the “big
Impacts the Firm
picture” and long‐term organizational goals; devotes time and actions to most valuable
& Clients pursuits; thinks about the company’s success instead of just their own
Individual operates as if K∙Coe Isom is their own business: understands firm operations, role
Acts Like a
models firm business model in areas of growth, managing risk, and getting paid for value.
Business Owner Individual also considers self to be invested in client as if an owner
Contributes Whether a team leader or team member, individual collaborates to produce work and drive
results, grows others who can advise clients by sharing information and creating valuable
within a Team experiences, and enables teams to work productively together
Individual works to showcase the strengths of others, both inside the firm and in their client
Builds One‐
relationships; leverages team and organizational expertise to provide best advice and value to
Firmedness clients; does not hoard client work
As a young professional entering the workforce, which three traits will be most important
for you to focus on at the beginning of your professional career, so that you become a
successful Business Advisor? Respond to the polling question.
23SUMMER LEADERSHIP EXPERIENCE | JUNE, 2021
My Action Plan
As a result of this summer leadership experience, what will you do to prepare yourself for
a successful career? Capture two or three things that you would like to focus on, and the
steps you will take immediately to get started. Share one idea in the Chatbox.
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