Leadership for the Seasoned Professional

1
Laying a Foundation A Gathering of CASFAA
Financial Aid Leaders

• Leadership for the Seasoned Professional
• Designed Exclusively for the 2008 CASFAA
  Executive Training Forum
• Terry D. Everson
• Everson Consulting

2
Session 1

• Strategic Planning
• Laying the Foundation

3
Personal Learning JournalInitial Learning
Objectives

• A training program is like a communication
  situation in one important way If you are clear
  about what you want or need, and you are willing
  to ask for it, you are more likely to get it.
• In the space below, write down what you want or
  need from this training program.
• __________________________________________________
  __________________________________________________
  __________________________________________________
  __

4
Ah-Has
5
Program Agenda-Sessions 1-2

• Welcome / Introductions / Overview
• Visioning and Strategic Planning Putting It
  All Together
• Definition
• How the pieces fit
• Templates to consider
• Leadership What We All Need, What We All Want
• The Ohio Model
• A look in the mirror
• Taking it to the next step
• Lessons from the leaders

6
Program Agenda-Sessions 3-4

• Change Management Your Role, Your Challenge
• Why people resist
• Understand your impact
• Sacred cows make the best steaks
• TeamWork
• Rules according to Betty
• What I bring to the Plate- Lessons- Stages

7
Program Agenda-Session 5

• Staff Motivation and Executive Communication
• 3 Major theories Compare and Contrast
• Get creative
• Do unto others
• Listeners viewpoint
• Emotion and logic/reason A five-step approach
  to staff communication
• Action Items / Next Steps

8
Session 1 Agenda

• Visioning and Strategic Planning Putting It
  All Together
• Definition
• How the pieces fit
• Templates to consider
• Action Planning

9
Strategic Planning

• Executive Activity
• Managerial Activity
• Operational Activity

10
It Aint Rocket Science

• Why
• Vision
• Core Values
• Mission Statement
• What
• CFSs
• Who, When, How
• KPIs and Goals
• Strategies / Action Plans

11

Organizational Terms to consider

12
Vision
Values
Organization Mission Statement
Organizations Strategic Objectives
Organizations Strategic Objectives
Organizations Strategic Objectives
Annual Measurable Organizational Goals
13
Steps In The Process

14
Making It Personal

15
There Is A Me In Team

16
Action Planning Worksheet
I will do what? By when?
Date
Action
Signed____________________
Date______
17
Contact Information
Terry D. Everson Chief Training Officer and
Executive Coach Everson Consulting 807 Sunrise
Bay Waunakee, WI 53597 everson.consulting_at_gmail.co
m www.Everson-Consulting.com (c)
608-225-3762 linkedin
18
Laying a Foundation A Gathering of CASFAA
Financial Aid Leaders

• Leadership for the Seasoned Professional
• Designed Exclusively for the 2008 CASFAA
  Executive Training Forum
• Terry D. Everson
• Everson Consulting

19
Session 2

• Advanced Leadership

20
Personal Learning JournalInitial Learning
Objectives

• A training program is like a communication
  situation in one important way If you are clear
  about what you want or need, and you are willing
  to ask for it, you are more likely to get it.
• In the space below, write down what you want or
  need from this training program.
• __________________________________________________
  __________________________________________________
  __________________________________________________
  __

21
Ah-Has
22
Session 2 Agenda

• Welcome / Introductions / Overview
• Leadership What We All Need, What We All Want
• The Ohio Model
• A look in the mirror
• Taking it to the next step
• Lessons from the leaders

23
Leadership Defined

• Manager
• Leader

24
The Cornerstones Of Leadership

• Be A Role Model
• Build A Shared Vision
• Challenge Your Processes
• Enable Others
• Remember Your Heart

25
What Goes Into Leadership?

• See The Big Picture
• Achieve Your Maximum Potential
• Know Your Personal And Organizational Paradigms
• Build A Shared Vision
• Create A Learning Environment

26
Ohio The Home of The Leadership Movement
27
A Day-to-Day Look

• Need-Based
• Management

28
Need-Based Leadership Assessment
Tasks
Employees
Step 1 Identify all employees you directly
supervise (you are responsible for their
performance). Step 2 Identify some of the tasks
these employees perform. Step 3 For each
employee, review the job tasks they perform and
place an X in the corresponding box. Step 4
For each X, rate the person based on their
ability to perform that particular task (1Low to
4 High)
29
Need-Based Leadership Assessment
30
(No Transcript)
31
NBL Template
Employment Skill Level to Individual Tasks
Management Activity
Has task mastered has accepted responsibility
and authority for task completion identifies
with corporate goals wants freedom to act
independence wants total authority may ask or
volunteer to take on similar tasks may help
others totally comfortable with task
Provides resources encourages creativity
allows/encourages independence communicates
corporate goals monitors end results
delegates authority and responsibility with tasks
High
Wants to be involved wants input to decisions
wants input to goal setting identifies with
departmental and personal goals wants to be
rewarded for tasks well done needs interactive
involvement assumes more responsibility and
authority self-directed
Encourages joint/group involvement jointly sets
departmental goals combines efforts questions
and answers
May challenge authority concerned with personal
goals still learning task questions may
revert to preferred past habits gaining
confidence
Regularly checks performance gives proof
corrects stresses results uses positive
feedback assists with tasks stresses whys
New to task inexperienced insecure afraid
needs direction open to suggestions
Tells what, how, when, where, why of tasks
explains shows repetition reinforcement
save face
Low
32
Action Planning Worksheet
I will do what? By when?
Date
Action
Signed____________________
Date______
33
Contact Information
Terry D. Everson Chief Training Officer and
Executive Coach Everson Consulting 807 Sunrise
Bay Waunakee, WI 53597 everson.consulting_at_gmail.co
m www.Everson-Consulting.com (c)
608-225-3762 linkedin
34
Laying a Foundation A Gathering of CASFAA
Financial Aid Leaders

• Leadership for the Seasoned Professional
• Designed Exclusively for the 2008 CASFAA
  Executive Training Forum
• Terry D. Everson
• Everson Consulting

35
Session 3

• The Challenge of Change Managing Change

36
Personal Learning JournalInitial Learning
Objectives

• A training program is like a communication
  situation in one important way If you are clear
  about what you want or need, and you are willing
  to ask for it, you are more likely to get it.
• In the space below, write down what you want or
  need from this training program.
• __________________________________________________
  __________________________________________________
  __________________________________________________
  __

37
Ah-Has
38
Session 3 Agenda

• Why people resist
• Understand your impact
• A Life cycle of change
• Sacred cows make the best steaks
• Action planning

39
Managing Change The Next Great Oxymoron?

• It Will Just Happen
• Our Role Is To Define The Opportunities And Lead
  The Implementation

40
Why People Resist Changes

• H
• F
• LOI

41
You And Your Staff

• Pioneers
• Settlers
• Wagon Masters

42
We Need To Be Ready To Sell

• Benefits
• Features
• Matching The Tools To The Situation

43
Life Cycle Of Change
C
Settlers
(SJs)
C
Success
D
B
Settlers
(SPs)
Pioneers
(SJs)
(NTs)
D
(SPs)
B
Pioneers
Phase A No data, unclear direction, few
boundaries. Need to clarify rules. False starts
and failures gives the box its shape. Phase B
High energy, play the game, bend the
rules. Phase C The processes are stabilized.
Phase D
(NTs)
B
Pioneers
(NTs)
A
Time
44
Your Role In Leading The Change

• Accept Responsibility For Potential Damage Done
  To Staff
• You Cant Over-communicate
• Seek Out The Bad News
• Be Inclusive
• Try Lots Of Stuff, Keep What Works
• Hey, Lets Have A Funeral

45
The Stages Of Change And The Grieving Cycle

• Recent Passing
• Stages We Experienced
• A Recent Change
• The Stages We Experienced

46
Action Planning Worksheet
I will do what? By when?
Date
Action
Signed____________________
Date______
47
Contact Information
Terry D. Everson Chief Training Officer and
Executive Coach Everson Consulting 807 Sunrise
Bay Waunakee, WI 53597 everson.consulting_at_gmail.co
m www.Everson-Consulting.com (c)
608-225-3762 linkedin
48
Laying a Foundation A Gathering of CASFAA
Financial Aid Leaders

• Leadership for the Seasoned Professional
• Designed Exclusively for the 2008 CASFAA
  Executive Training Forum
• Terry D. Everson
• Everson Consulting

49
Session 4

• Team Work The Secret to Success

50
Personal Learning JournalInitial Learning
Objectives

• A training program is like a communication
  situation in one important way If you are clear
  about what you want or need, and you are willing
  to ask for it, you are more likely to get it.
• In the space below, write down what you want or
  need from this training program.
• __________________________________________________
  __________________________________________________
  __________________________________________________
  __

51
Ah-Has
52
Session 4 Agenda

• TeamWork
• Why Even Worry?
• What I Bring
• Lessions
• Stages
• Action Items / Next Steps

53
Preference
54
Customer Service The Reason We Are Here

• The Customer Isnt Always Right
• Do Unto Others Revisited
• ? ? ?
• Its not my job!!!

55
The Dodgers of FA

• Take Personal Pride
• Like vs. Respect
• Ive Got Your Back
• The Customer
• Manny being Manny

56
Personal Lessons from Betty Harrigan

• Rules Are Our Friends
• Players Have Positions
• Camaraderie Can Be Fun
• Dont Talk Back To The Coach
• You Cant Win Them All
• Take Defeat In Stride
• Nobody is Perfect, Not Even You
• Competition is the Prize Keeping Score Tells Us
  Who Wins

57
4 Stages of Team Development
58
Its Your Call

• Choices Consequences
• Pick Your Battles
• Agree to Disagree
• Taking It To The Top
• One Band One Sound

59
Action Planning Worksheet
I will do what? By when?
Date
Action
Signed____________________
Date______
60
Contact Information
Terry D. Everson Chief Training Officer and
Executive Coach Everson Consulting 807 Sunrise
Bay Waunakee, WI 53597 everson.consulting_at_gmail.co
m www.Everson-Consulting.com (c)
608-225-3762 linkedin
61
Laying a Foundation A Gathering of CASFAA
Financial Aid Leaders

• Leadership for the Seasoned Professional
• Designed Exclusively for the 2008 CASFAA
  Executive Training Forum
• Terry D. Everson
• Everson Consulting

62
Session 5

• Executive Communication
• and Motivation

63
Personal Learning JournalInitial Learning
Objectives

• A training program is like a communication
  situation in one important way If you are clear
  about what you want or need, and you are willing
  to ask for it, you are more likely to get it.
• In the space below, write down what you want or
  need from this training program.
• __________________________________________________
  __________________________________________________
  __________________________________________________
  __

64
Ah-Has
65
Session 5 Agenda

• Staff Motivation and Communication
• 3 Major theories Compare and Contrast
• Get creative
• Do unto others
• Listeners viewpoint
• Emotion and logic/reason A five-step approach
  to staff communication
• Action Planning

66

• Ah Has Of Life
• And A Truth Debunked

67
1 Motivation, Communication, And Your Team

• Bad News
• Good News

68
3 Common Theories

S
M
69
Maybe Herbie Was Right

• My Job
• Tough and Tender
• Its a Miracle

70
The Golden Rule Revisited

• Do Unto Others

71
The Listeners Viewpoint

• I Am Important And Want To Be Respected
• I Want My Viewpoint Considered
• Will Your Idea Help Me And Give Me What I Want?
• What is Your Idea?
• What Are The Facts?
• What Is Best To Do?
• I Approve

72
Communication Planning Worksheet
Emotion
Logic/Reason
73
Action Planning Worksheet
I will do what? By when?
Date
Action
Signed____________________
Date______
74
Contact Information
Terry D. Everson Chief Training Officer and
Executive Coach Everson Consulting 807 Sunrise
Bay Waunakee, WI 53597 everson.consulting_at_gmail.co
m www.Everson-Consulting.com (c)
608-225-3762 linkedin