Participant Planning Guide PEOPLE MODULE

Name:

Date:

VIDEO NOTES

©2019 TTI Success Insights www.ttisi.com 2 Now that you’ve watched the video on taking ownership of your self-awareness, take a few minutes to reflect and answer the questions below. Be specific as you write out your thoughts.

PERSONAL REFLECTION Given what was shared in the video, which do you value more: your intellectual intelligence or your emotional intelligence? Why? Which do you spend most of your time thinking about?

If you placed your work, purpose and vocation on one side of a scale and tried to balance it with your rest, play and recreation on the other side, which side would weigh more?

Henry received what he called “the painful gift.” Can you recall a time where you received a jolt of self-awareness?

Take some time to think about the vital skills for healthy self-awareness in your own life. Rate how they apply to you most of the time on a scale from 1 - 10. (1 = no/not at all, 5 = sometimes/unsure, 10 = yes/true)

I am aware of my emotions, how I’m feeling and why, in real time.

1 2 3 4 5 6 7 8 9 10

I use the awareness of my emotions constructively. I express my emotions; I let people know how I feel.

1 2 3 4 5 6 7 8 9 10

I have received honest feedback from people I trust on what it’s like to be on the other side of me in most situations.

1 2 3 4 5 6 7 8 9 10

Well done! You’ve completed important initial work. Take some time to summarize your final thoughts and conclusions after this first session. These summaries will be helpful when you complete your action plan in the final session.

MOVE TO THE NEXT ONLINE LESSON

VIDEO NOTES

©2019 TTI Success Insights www.ttisi.com 5 As the video stated, it’s important to think through five essential qualities to both lead and influence well in your organization. We must look at ourselves first and then look at others with this lens.

We offer the following guidelines to help you determine who the right people are for you to proactively build relationships with. In short, you are looking for five qualities.

EXERCISE ONE: Recalling Definitions Write down what you can recall each word means in this context:

1. Character ______

2. Competence ______

3. Capacity ______

4. Chemistry ______

5. Course ______

EXERCISE TWO: Start with Yourself Think of three people you trust to give feedback on your five Cs, where would they say you have strengths and weaknesses?

1. Character ______

2. Competence ______

3. Capacity ______

4. Chemistry ______

5. Course ______

©2019 TTI Success Insights www.ttisi.com 6 EXERCISE THREE: Learning from Others Next, think about people and mentors in your life who have given you large doses of invitation (encouragement) and challenge (accountability).

List specific ways you remember that these people helped you to GROW in your five Cs we’ve been discussing.

1. Character ______

2. Competence ______

3. Capacity ______

4. Chemistry ______

5. Course ______

EXERCISE FOUR: Ranking These Five Areas Finally, which of the five Cs is most important to you? Rank them from first priority all the way down to fifth. No ties! Be decisive and honest.

1. Character ______

2. Competence ______

3. Capacity ______

4. Chemistry ______

5. Course ______

Choosing to intentionally grow in all five areas is key in continuing to grow and mature as a leader. Take some time to summarize your final thoughts and conclusions after this second session – include any insights or growth areas you’ve identified.

SUMMARY OF THOUGHTS AND INSIGHTS

MOVE TO THE NEXT ONLINE LESSON

VIDEO NOTES

©2019 TTI Success Insights www.ttisi.com 8 The last module highlighted the top five characteristics you are looking for in healthy relationships: . 1 Character 3. Capacity 5. Course 2. Competence 4. Chemistry

In this lesson, we focus on the two essentials to bring out the best in others: invitation and challenge. Let’s label this grid to help define our four leadership styles:

• At the top of the vertical line write the words “High Invitation” and on the bottom write “Low Invitation”.

• Next, On the right side of the horizontal line write the words “High Challenge” and on the far left write “Low Challenge”.

• Jot notes and label each quadrant as we go through each leadership style: Cozy, Boring, Stressful, and Empowered.

INVITATION AND CHALLENGE GRID

Which quadrant resonates best with you personally?

Which culture best describes your organization?

©2019 TTI Success Insights www.ttisi.com 9 REMEMBER THIS IMPORTANT POINT: We find the most healthy and successful teams imaginable in the top right quadrant for High Invitation-High Challenge labeled: EMPOWERED Given the leadership framework, think through and evaluate your organization.

Evaluate the health of your organization below on a scale from 1 - 10. (1 = no/not at all, 5 = sometimes/unsure, 10 = yes/true)

The leadership of my company empower others by bringing high invitation and high challenge.

1 2 3 4 5 6 7 8 9 10

My team empowers others by bringing high invitation and high challenge.

1 2 3 4 5 6 7 8 9 10

I personally empower others by bringing high invitation and high challenge.

1 2 3 4 5 6 7 8 9 10

As you think about your responses above, how do you feel about the current reality of your organization?

What is one thing you can do this week to practically bring more empowerment into your own life or to the people you work with? Be specific!

MOVE TO THE NEXT ONLINE LESSON

VIDEO NOTES

©2019 TTI Success Insights www.ttisi.com 11 In session 3, we walked through the four quadrants of invitation and challenge, noting the strengths and weaknesses of each one. Ultimately every organization gravitates to one of these four realities: • an empowered culture • a cozy culture • a boring culture • or a stressful culture.

THE INVITATION CHALLENGE MATRIX In this module you will take a deeper look at yourself and evaluate your natural strengths and weaknesses through the lens of the Invitation-Challenge Matrix.

We have discovered over the years that no one is naturally good at both high invitation and high challenge; every leader is naturally good at one over the other.

Let’s take a moment to assess your natural inclination toward either invitation or challenge!

Consider the organizations you have been a part of, the leadership training you have received, and your natural personality type.

Which culture, invitation or challenge, do you tend to create both at home and at work? Do you know? Take some time now to think about the culture you create at home and work by rating how each statement on the next page applies to you personally most of the time.

I enjoy developing relationships and encouraging people.

1 2 3 4 5 6 7 8 9 10

Left to my own devices, I create a cozy culture filled with relationships and affirmations.

1 2 3 4 5 6 7 8 9 10

I express in various ways my deep care for my team members.

1 2 3 4 5 6 7 8 9 10

I am naturally task-focused, action-oriented, logical and fact-based.

1 2 3 4 5 6 7 8 9 10

I focus on results, accountability, execution, making things happen and getting things done.

1 2 3 4 5 6 7 8 9 10

My default setting is in the stressful quadrant

1 2 3 4 5 6 7 8 9 10

Now, ADD UP THE TOTAL of the last three questions: ______[CHALLENGE]

Which is higher? Are you surprised by your results? Write down any thoughts or reflections below.

After assessing your PERSONAL preference toward invitation or challenge, think about the company you are serving now. In terms of your team and the organization as a whole, what is the DOMINANT CULTURE? Use the quadrant to help you.

SUMMARIZING MY WORK In light of this invitation-challenge framework:

PERSONAL REFLECTIONS

What are your strengths as a leader?

What are your weaknesses and blind spots as a leader?

What are your team and organization’s strengths?

What are their weaknesses?

FINAL CONCLUSIONS

Write down the nuggets and insights about the areas that you need to own personally and where improvement is most needed organizationally.

MOVE TO THE NEXT ONLINE LESSON

VIDEO NOTES

Take another look where you place yourself as a leader in the quadrant. If you’re not already in the Empowered quadrant, where are you? Why?

COZY QUADRANT: If you place yourself in the COZY quadrant, how do you make the move from cozy to your goal of empowered and equipped?

Write down a few ideas that will help you move out of your cozy environment:

How can you bring more challenge?

How can you provide more accountability?

How can you do more truth-telling?

REMEMBER: after you dip into the valley of the stressful quadrant, you will eventually bounce back into the empowered quadrant!

STRESSFUL QUADRANT: If you place yourself in the STRESSFUL quadrant, how do you make the move from stressful to your goal of empowered and equipped?

Write down a few ideas that will help you move out of your stressful environment:

How can you start having more conversations without an agenda?

How can you start investing in relationships without talking about work?

REMEMBER: after you dip into the valley of the cozy quadrant, you will eventually bounce back into the empowered quadrant!

If you place yourself in the BORING quadrant, how do you start making progress toward your goal of empowered and equipped?

Write down a few ideas that will help you move out of your boring environment:

Can you think of a time when you were in one of the other quadrants? If so, what shifted?

Many people who find themselves in the Boring Quadrant have either given up on the goal of empowerment or work in an environment where they believe others aren’t moving toward empowerment. What would it take to begin turning things around?

Can you think of a few small steps that could make a big difference over time?

1. What does my arc look like?

2. Where are my best opportunities for growth?

3. How can I be more intentional to leverage my strengths and transcend my weaknesses?

Great work! You now have some tangible ideas and opportunities for growth to pursue. Get ready to implement ideas and strategies in the next session.

MOVE TO THE NEXT ONLINE LESSON

VIDEO NOTES

GROWTH IN CALIBRATING MORE CHALLENGE

If your leadership style is COZY or BORING and you would like to grow in CHALLENGE, reflect on these strategies to increase your challenge skills:

• Emphasize greater attention to detail.

• Clarify expectations and metrics through stronger deadlines and specific outcomes.

• Sit down with team members to share affirmation and critique so they consistently get feedback on what they are doing well and how they could do better.

Now, identify three MORE ways that feel most natural to you for bringing about increased challenge in your work environment:

How did they successfully calibrate invitation and challenge with you, their team or their organization?

What’s their secret sauce for encouraging empowerment and opportunity?

How can you leverage their positive and negative examples to fuel your next steps?

Well done working through this important concept! Take your ideas and insights into the final strategic planning video.

MOVE TO THE FINAL ONLINE LESSON

VIDEO NOTES

©2019 TTI Success Insights www.ttisi.com 24 DISCUSSION WITH OTHERS Now you are ready to bring the right people into the discussion. Over the coming weeks, we encourage you to reach out to people who can help you process what you are learning. We experience the greatest growth not only through our own reflections, but also by receiving feedback from those who know us best.

We challenge you to have at least three conversations in the coming weeks.

POINTS FEEDBACK WHO? WHEN? TO SHARE AND INSIGHTS

BOSS Talk through the Invitation- Challenge Matrix.

Discuss your natural strengths and weaknesses and where you see opportunities for growth.

What does high invitation look like for you?

What about high challenge?

COLLEAGUE #1 Relay where you are in your journey, including your strengths and weaknesses.

Find out what they have learned along the way in terms of personal barriers and breakthroughs.

CONTINUED

COLLEAGUE #2 Discuss any organizational realities impacting team dynamics.

What does it look like for all of you to get better at invitation and challenge?

COLLEAGUE #3 How could your group of 2 - 4 more positively influence the entire team?

DIRECT REPORT #1 Share what you have learned, one of your current challenges, and how you would like to grow.

DIRECT REPORT #2 Invite them to speak about your reflections.

Do they agree with your self-assessment?

What insights do they have?

DIRECT REPORT #3 How are they best motivated, encouraged, and critiqued?

How do they want to receive feedback?

After you have had these conversations, summarize your results. Process the feedback and insights as soon as you can while they are fresh in your mind.

1. START/STOP EXERCISE If you are going to embrace new practices, you must leave behind old ones. List new attitudes, perspectives, behaviors to START and the ones to STOP.

Write down any attitudes, perspectives, or behaviors that relate to you, your boss, your organization, your team, or your personal life including family and friends.

MY START DOING LIST MY STOP DOING LIST

2. TOP PRIORITIES Who do you want to lead more effectively?

What projects, places, or situations do you want to address specifically?

We suggest you start with your boss and a colleague. Invite these people to give feedback about your action plan:

- Are you on the right track?

- What aspects need adjustment so you can craft the best action plan possible?

- Ask for their support and encouragement.

- Most importantly, ask them to hold you accountable and to regularly review your action plan with you, helping you to seize the opportunities for growth.

• List the people below you will invite into this conversation and by when.

©2019 TTI Success Insights www.ttisi.com 28 4. NEXT STEPS Identify what you can start doing tomorrow, or next week, to put your action plan into practice. Write out clear perspective shifts, behaviors, and practices you are going to specifically tarts implementing to move your action plan from a lofty ideal to reality.

SHIFT IN PERSPECTIVE, STEP TO TAKE BEHAVIOR OR PRACTICE WHEN

GREAT WORK! REMEMBER: • Stick to your Action Plan • Review this module frequently • Share this module with others

Identify what you can start doing tomorrow, or next week, to put your action plan into practice. Write out clear perspective shifts, behaviors, and practices you are going to specifically start implementing to move your action plan from a lofty ideal to reality.

Contact us if you have any questions about: • Which new modules to explore • How to take this information even deeper • How to initiate business or leadership coaching

SESSION COMPLETED