Board Transition Training
- 1. New Beginnings Designed Exclusively for the Ohio Association of Student Financial Aid Administrators (OASFAA) Transition Board of Director’s Meeting Columbus, Ohio April 29, 2002 Terry D. Everson Great Lakes Educational Loan Services, Inc.
- 2. Characteristics of a Vision • Demonstrates a potentially better future. • Based on reasonable assumptions and expectations of the future. • What we believe to be valuable and worthwhile. • Bridges to present and future (from here to there). • Attracts commitment and energizes people. • Provides a description of a structure that produces end results. • Creates meaning in ones life. 2 OSDOASFAA Board Transition Training
- 3. Where Are We Now Where Could/Should We Be 3 OSDOASFAA Board Transition Training
- 4. Style Preference OUTGOING PRIVATE H M L M H PRACTICAL CREATIVE H M L M H ANALYTICAL BELIEFS H M L M H STRUCTURED FLEXIBLE H M L M H 4 OSDOASFAA Board Transition Training
- 5. Outgoing You relate more easily to the outer world of people and things than the inner world of ideas. You usually communicate freely. You remember others’ names and interests from previous conversations. You often enjoy interruptions. You make decisions and take action quickly. You are fast to act and dislike complicated procedures and would rather ignore them. Note one actual situation where you observed Board Members being very effective in an Outgoing Mode. 5 OSDOASFAA Board Transition Training
- 6. Private You relate more easily to the inner world of ideas than to the outer world of people and things. Some communication may cause you problems. You probably have trouble remembering names, faces and information about the people. Interruptions are a burden. You think long and seriously before taking action and tend to enjoy working on a project or plan for a long time without interruptions. You carefully consider details and procedures. Note one actual situation where you observed Board Members being very effective in a Private Mode. 6 OSDOASFAA Board Transition Training
- 7. Practical You would rather work with facts than look for possibilities or relationships. Your eyes, ears and other senses are used to gather information about situations. You observe and are good at remembering facts and working with them. Your interest is in experiences, others and your own. Past experiences form your basis for the future. History is important in your life. Each activity you or another undertakes must be completed before you will rest. You are patient with details until they become complicated. You do well with precise work. You enjoy using past skills more than learning new ones. Note one actual situation where you observed Board Members being very effective in a Practical Mode. 7 OSDOASFAA Board Transition Training
- 8. Creative You would rather look for possibilities and relationships than work with facts. You value imagination and inspiration and are good at solving problems and generating new ideas. You look to the future exploring beyond the reality of the past and present. Your life is just about to happen. You may move rapidly from one activity to the next sometimes leaving each incomplete. You dislike repetitive tasks and are impatient with details. You are patient with complicated situations. You enjoy learning new skills more than using them. Note one actual situation where you observed Board Members being very effective in a Creative Mode. 8 OSDOASFAA Board Transition Training
- 9. Analytical You base your judgments more on impersonal logic and analysis than on your personal values. You are more skillful in dealing with the parts of the world that behave logically (mechanical devices). You are logical, objective and consistent in making decisions. You are somewhat unemotional. You may sometimes hurt people’s feelings without knowing it. Impersonal analysis and logic are most important to fairness in decisions relating to others. You may help others make sound, logical plans and decisions. Note one actual situation where you observed Board Members being very effective in an Analytical Mode. 9 OSDOASFAA Board Transition Training
- 10. Caring You base your judgments more on personal values than on impersonal analysis and logic. You are skillful in dealing with people. You are sympathetic, appreciative and tactful in dealing with others. You tend to be aware of other people’s feelings. You relate well, empathize and are often reassuring to others. Pleasing others is important to youyou give praise freely. You may help others handle their emotions or you may become emotionally involved and be influenced by your own or others’ emotions. Note one actual situation where you observed Board Members being very effective in a Caring Mode. 10 OSDOASFAA Board Transition Training
- 11. Structured You like a planned, decided, orderly way of life better than a flexible, spontaneous way. You want to regulate and control life. You rely mainly on thinking (T) or feeling (F) for this purpose. You establish deadlines and all must take them seriously. When the alarm rings, you must get up. You push for a decision with some amount of urgency. Note one actual situation where you observed Board Members being very effective in a Structured Mode. 11 OSDOASFAA Board Transition Training
- 12. Flexible You like a flexible, spontaneous way of life better than a planned, decided, orderly way. You want to understand life and adapt to it. You rely mainly on sensing (S) or intuition (N) for this purpose. Your deadline is only a signal to start. After the alarm rings, you have another 40 winks coming. You need more data, more alternatives, before you can make a decision. Note one actual situation where you observed boardmember being very effective in a Flexible Mode. 12 OSDOASFAA Board Transition Training
- 13. OASFAA Board of Directors Rules of Engagement • • • • • • • • • 13 OSDOASFAA Board Transition Training
- 14. Change Defined Textbook - To cause to be different - To transform - To exchange - To undergo an alteration - Substitution (replace one with another) 10 words that describe how I feel about change. • • • • • • • • • • 14 OSDOASFAA Board Transition Training
- 15. Change Profile • • • • • • • • • • • • 15 OSDOASFAA Board Transition Training
- 16. Endings • Grieving is encouraged. • Be patient with ourselves as we lose emotional investment in the past. • Tradition and rituals/symbols bring about emotional closure to past. 16 OSDOASFAA Board Transition Training
- 17. Neutral Zone • Hanging in mid air. • Most difficult stage. • Urgency to make decision, but patience is encouraged. • Live with ambiguity in the transition. • Realize others are going through the same process. 17 OSDOASFAA Board Transition Training
- 18. Beginnings • Introduce the future/the unknown. • Be honest. • Our attitude will determine how we deal with change. • Get out of our paradigm. 18 OSDOASFAA Board Transition Training
- 19. Why People Resist Change • Fear • Habit • Lack of Information 19 OSDOASFAA Board Transition Training
- 20. The Roles We Play • Pioneer • Settler 20 OSDOASFAA Board Transition Training
- 21. There is No “I” in Team But There is in Motivation • Achievement • Belonging • Contribution 21 OSDOASFAA Board Transition Training
- 22. Duties on the Unified Board • Honor Board Values/Vision/Rules of Engagement • Promote Board Team Development • Help Make Effective Board Decisions • Coordinate/Carry Out Board Tasks • Handle Difficult Issues Within The Board Structure 22 OSDOASFAA Board Transition Training
- 23. Outgoing Creative Analytical Structured Profile of the Field Marshall Overview: ü Frank and decisive ü A natural leader ü He/she thinks on his/her feet ü Exudes confidence ü Is well-informed Strengths Opportunities for Growth – Energetic – Slow down, experience today – Futuristic – Spend time reflecting on values – Conceptual – Make effort to praise others – Logical – Be sensitive to others’ needs – Dynamic – Take care of routine and details To function best, Mental challenges and interesting problems to solve. you need: Recognition. Positive feedback and an absence of routine. Respect for ideas. They are frustrated by: Emotional responses to rational situations. Routine and petty details. The inabilities and weaknesses of their coworkers. Wasted time. They irritate others by: Appearing arrogant. Inflated confidence and self- image. Being cold and impersonal. A lack of execution and attention to detail. They value: Intelligence, concepts and expertise. On a team: They are the leaders. They cannot not lead. 23 OSDOASFAA Board Transition Training
- 24. Private Creative Analytical Flexible Profile of the Definer Overview: ü Reserved and impersonal ü Lives in a world of ideas ü Skilled with hair-splitting logic ü Strongly defined interests ü Enjoys theoretical and/or scientific subjects Strengths Opportunities for Growth – Independent – Improve follow-through – Creative – Nurture relationships – Conceptual – Remember to communicate – Analytical – Be sensitive to others’ needs – Imaginative – Take care of details To function best, Freedom to work independently. Opportunities to you need: design, problems to solve. Variety and support for ideas. Positive feedback, recognition and a reason for what they are doing. They are frustrated by: Being told what to do and how to do it. Unintelligent demands. Routine and redundancy. Overly emotional responses. They irritate others by: Appearing arrogant and not communicating. Hurting feelings. Skepticism. Refusing to deal with details and lack of execution. They value: Concepts, intelligence and ingenuity. On a team: They work alone for the group. 24 OSDOASFAA Board Transition Training
- 25. Outgoing Creative Analytical Flexible Profile of the Inventor Overview: ü A creative thinker ü Stimulating company ü Alert and outspoken ü Argues on both sides of an issue ü Confident of abilities Strengths Opportunities for Growth – Ingenious – Self-discipline and follow-through – Conceptual – Pay attention to details – Resourceful – Recognize the value in other styles – Enthusiastic – Complete old projects before new – Analytical – Don’t take on too much at once To function best, A working environment where they can go from one you need: project to another, solving major problems and leaving details to others. Recognition and support for ideas. They are frustrated by: Dull routine, boring details, emotional responses to rational issues. Redundancy and restrictions. Being told how to do things. They irritate others by: Appearing arrogant and knowing it all. Moving fast, becoming impatient. Lack of execution. Hurting others’ feelings. Questioning authority. They value: Ideas, energy and ingenuity. On a team: They offer solutions and identify opportunities. 25 OSDOASFAA Board Transition Training
- 26. Private Creative Caring Structured Profile of the Foreseer Overview: ü Quietly forceful ü Concerned for others ü Serves the common good ü Puts his/her best effort into work ü Single-minded concentration Strengths Opportunities for Growth – Conceptual – Be objective and flexible – Conscientious – Try to see beyond own values – Compassionate – Put insights in language of others – Determined – Set priorities and stick to them – Harmonious – Be open-minded and listen To function best, Support for ideas and opportunity to put them into you need: practice. Variety and freedom from dull routine. Recognition and appreciation for their unique contribution. A cause to work for. They are frustrated by: Being told how to do things. Not being listened to. Lack of feedback and impersonal attitudes. Criticism and confrontations. They irritate others by: Taking an emotional stand and being moralistic. Being too anxious to please. They value: Participation, cooperation and determination. On a team: They are the ones to put it in writing. 26 OSDOASFAA Board Transition Training
- 27. Outgoing Creative Caring Structured Profile of the Mentor Overview: ü Responsive and responsible ü Popular and sociable ü Charismatic charm ü A natural communicator ü Warmly enthusiastic Strengths Opportunities for Growth – Dependable – Take time for yourself – Persuasive – Take care of routine details – Cooperative – Seek out an objective viewpoint – Conceptual – Set priorities and stick to them – Considerate – Be open-minded and listen To function best, Opportunities to lead people, especially through facet- you need: to-face interaction. Harmony, support for ideas. Recognition, appreciation and a cause or leader to work for. They are frustrated by: Cold, impersonal logic. Overly task-oriented jobs. Being left out. A lack of feedback. Criticism and a lack of appreciation. They irritate others by: Becoming overly emotional, moralistic and unrealistic. Being too anxious to please. Wanting to know everything and everyone. They value: Cooperation, harmony and self-determination. On a team: They are enthusiastic communicators. 27 OSDOASFAA Board Transition Training
- 28. Private Practical Analytical Flexible Profile of the Operator Overview: ü Quiet and reserved ü Cool observer of life ü Usually interested in impersonal principles ü Interested in the how and why of things ü Does not waste personal energy Strengths Opportunities for Growth – Spontaneous – Develop a sensitivity for others – Objective – Push to have ideas understood – Independent – Be open to the “big picture” – Concretely analytical – Set long-term personal goals – Skillful – Communicate more To function best, Variety, skills and techniques to master. Challenge of you need: problems to solve and something to fix. Freedom to work independently. A sense of bringing about something new and important. They are frustrated by: Restrictions, emotional situations. Being told how to work. Anything slow. Social requirements. They irritate others by: Not communicating. Shooting from the hip. Lack of follow-through. Appearing antisocial and cold. They value: Flexibility, challenge and adventure. On a team: They do their own thing. 28 OSDOASFAA Board Transition Training
- 29. Private Creative Analytical Structured Profile of the Strategist Overview: ü An original thinker ü Interested and innovative ü Single-minded concentration ü Unimpressed with authority ü A naturally high achiever Strengths Opportunities for Growth – Pragmatic – Be sensitive to others’ needs – Conceptual – Take care of routine details – Autonomous – Learn to yield to others’ points – Tenacious – Take time to smell the roses – Analytical – Try to be more empathic in relationships To function best, Support for ideas and projects. Freedom from routine you need: and mundane details. Problems to solve. To see ideas worked out and applied. They are frustrated by: Routine, redundancy, being sidetracked by others’ needs and opinions. Being told what to do or how to do things. They irritate others by: Refusing to yield. Being overly demanding or insistent on having their own way. Arrogance, skepticism and hair-splitting. Moving too fast. Lack of execution. They value: Logic, ideas and ingenuity. On a team: They analyze the alternatives. 29 OSDOASFAA Board Transition Training
- 30. Outgoing Practical Analytical Flexible Profile of the Promoter Overview: ü Rides with the tide ü An adaptable realist ü Makes the most of every situation ü Highly observant ü Fun loving Strengths Opportunities for Growth – Procuring – Set goals and work toward them – Operating – Set priorities and follow through – Situational – Be open to the “big picture” – Flexible – See opportunities in input from others – Realistic – Become sensitive to others’ needs To function best, Challenge and excitement. They love to put out fires you need: and to rally the troops. Lots of action and adventure. Don’t tell them, they love to be asked. They are frustrated by: Restrictions. Being told how to do their work. Complex theory. Long explanation. Orders and demands. Too much structure. They irritate others by: Not adhering to set priorities and structure. Preparing in haste and eliminating important details. Shooting from the hip (and getting away with it). They value: Flexibility, action and excitement. On a team: They fight fires or start them. 30 OSDOASFAA Board Transition Training
- 31. Private Practical Caring Flexible Profile of the Composer Overview: ü Quietly, friendly and warm ü Modest about his/her abilities ü A loyal follower ü Guided by values ü A free spirit Strengths Opportunities for Growth – Sensitivity – Set goals and keep them in mind – Adaptability – Try to be objective – Perfectionist – Be open to the “big picture” – Flexible – Stick to principles – Harmonious – Take some action toward goals To function best, Challenge and variation. Opportunity to act on their you need: values. Freedom to incorporate and internalize music, rhythm, color and texture into their life. They are frustrated by: Restrictions. Being told how to do work. Limitations and time constraints. Social functions and being forced to conform. They irritate others by: Not adhering to priorities and lack of follow-through. Insufficient and hasty preparation. Not asserting themselves. Avoiding conflict. They value: Variety, sensual experiences and challenge. On a team: They are loyal and value driven. 31 OSDOASFAA Board Transition Training
- 32. Outgoing Practical Caring Flexible Profile of the Performer Overview: ü A hands-on operator ü Able to “smell the roses” ü A natural negotiator ü Life of the party, a lot of fun ü Exciting company Strengths Opportunities for Growth – Easy going – Study and develop the mind – Accepting – Set priorities and follow through – Situational – Be open to the “big picture” – Flexible – Take time to listen to own values – Realistic – Deal with conflict and anxiety To function best, Challenge, excitement and the opportunity to be a you need: hero. Respect for their skills, talents and approach to problems and needs of the organization. Positive feedback and recognition. They are frustrated by: Restrictions. Being told how to work. Anything slow. Not being allowed to operate and contribute. Injustice and cruelty. They irritate others by: Not keeping to priorities and structure. Preparing in haste and eliminating important details. Shooting from the hip (and getting away with it). They value: Action, excitement and emotion. On a team: They keep ‘em laughing. 32 OSDOASFAA Board Transition Training
- 33. Private Practical Analytical Structured Profile of the Inspector Overview: ü Serious and quiet ü Responsible and trustworthy ü Will see the job through to the end ü A “non-nonsense” person ü Task oriented Strengths Opportunities for Growth – Practical – Consider other possible solutions – Careful – Be open to the “big picture” – Determined – Listen more to those around you – Dependable – Be sensitive to others’ needs – Organized – Make time for fun To function best, Organization and structure in which to work. Projects you need: to complete and tasks to accomplish. Opportunities to organize and preserve data or materials. An understanding of their role. They are frustrated by: Unrealistic and emotional situations. Wasted time and broken rules. Permissiveness and a lack of respect for the system. They irritate others by: Being too task oriented. Make decisions on an impersonal basis. Ignoring peoples’ wishes. Going like a steamroller. Looking only for the bottom line. They value: Responsibility, tradition and accuracy On a team: They follow the rules and guard the process. 33 OSDOASFAA Board Transition Training
- 34. Outgoing Practical Analytical Structured Profile of the Supervisor Overview: ü Practical and realistic ü A natural in business and applied mechanics ü Likes to run things ü Gets things done ü Has no time to waste Strengths Opportunities for Growth – Responsible – Slow down, be patient – Matter-of-fact – Recognize other workable solutions – Industrious – Be open to the “big picture” – Can organize – Be sensitive to others’ needs – Decisive – Listen more To function best, Predictability and order. Standards and measurements you need: for success. Tell them what needs to be done, they’ll make it happen. They are frustrated by: A lack of realism. Missed deadlines. Broken rules and wasted time. Emotional responses. They irritate others by: Being impatient. Making decisions too fast. Not taking the time to listen. Insensitivity to the needs of others. They value: The system, authority and control. On a team: They take responsibility and get things done. 34 OSDOASFAA Board Transition Training
- 35. Private Practical Caring Structured Profile of the Protector Overview: ü Quiet and conscientious ü A loyal and devoted worker ü A sympathetic listener ü A very dependable person ü A real team player Strengths Opportunities for Growth – Considerate – Take the initiative more often – Responsible – Take care of personal needs – Patient – Be open to the “big picture” – Dedicated – Seek out objective viewpoint – Realistic – Recognize the value of conflict To function best, An orderly work environment with human interaction. you need: Opportunities to respond to the needs of others. Harmonious relationships. Praise and appreciation. They are frustrated by: Criticism and injustice. Having to stop in the middle of a project. Too much complexity and cold, impersonal logic. They irritate others by: Being subjective and overly sensitive to criticism. Not speaking up about unpleasant things that need to be aired. They value: Relationships, responsibility and harmony On a team: They care and do the work. 35 OSDOASFAA Board Transition Training
- 36. Outgoing Practical Caring Structured Profile of the Provider Overview: ü Warm-hearted ü Active committee member ü Sociable ü Strong value systems ü Always doing something nice for someone Strengths Opportunities for Growth – Warm – Give people a second chance – Cooperative – Take care of own needs – Involved – Be open to the “big picture” – Caring – Keep on open mind, listen – Harmonious – See values as less absolute To function best, Harmony, encouragement, praise and emotional you need: support. A structured work environment with many opportunities to work with people. They are frustrated by: Criticism and lack of appreciation for peoples’ needs. Complex theory and abstract thought. Impersonal decisions. The challenging and breaking of established rules. They irritate others by: Becoming impatient and refusing to listen or see new and better ways. Subjectivity and lack of logic in interpersonal situations. Being too focused on social acceptability. They value: Tradition, human beings and stable relationships. On a team: They bring human comforts to light. 36 OSDOASFAA Board Transition Training
- 37. Private Creative Caring Flexible Profile of the Advocate Overview: ü A peacekeeper ü Undertakes a great deal ü Absorbed in projects ü Deeply caring ü Idea oriented Strengths Opportunities for Growth – Dedicated – Communicate more to others – Conceptual – Take care of important details, routine – Ingenious – Try to see beyond own values – Idealistic – Be more objective and realistic – Perfectionist – Develop and use a social network To function best, To handle significant projects from start to finish. you need: Support for ideas. Encouragement and respect for their unique contribution. Freedom from structure and rules. They are frustrated by: Their own inner standards of perfection. Routine and inconsequential details. Conflict and unpleasantness. A lack of purpose. They irritate others by: Appearing reserved and detached. Refusing to deal with unpleasantness. Undertaking too much and being moralistic. They value: Harmony, self-determination and meaning. On a team: They act as peacekeepers. 37 OSDOASFAA Board Transition Training
- 38. Outgoing Creative Caring Flexible Profile of the Catalyst Overview: ü Warm and enthusiastic ü Charming and interesting ü People oriented ü Knows everyone and everything going on ü Able to do almost anything he/she wants Strengths Opportunities for Growth – Creative – Develop self-discipline to be true to self – Imaginative – Look on the objective side – Communicator – Recognize value of others’ motives – Energetic – Take time alone to set goals – Spontaneous – Structure time to take care of details To function best, Acceptance and appreciation for their unique you need: contribution and creativity. Recognition for achievements and a lot of encouragement. They need harmony and care. They are frustrated by: Criticism and cold logic. Impersonal attitudes and doing things by the book. Lack of positive feedback and dull routine. They irritate others by: Getting too excited. Taking an emotional stand. Being too anxious to please. Being moralistic and illogical. They value: Recognition, approval and relationships on their terms. On a team: They can be great integrators. 38 OSDOASFAA Board Transition Training