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Developing Your Leadership Brand
Lessons from Bootstrap Leadership
Best Practices Institute
August, 2011
Our Agenda
 Explore 3 critical questions for all leaders
 Provide ideas and tips for developing your
leadership brand
 Inspire you to think differently about your own
development
1
Why I Wrote the Book
2
 Bad leaders drain your energy,
passion and confidence
 Leaders can get better  but it
takes practice & commitment
 To reinforce the value of:
 Life-long learning
 Role-modeling development
 Embracing your leadership role
Your
Comfort Zone
safe
relaxed
recognizable
familiar
stable
calm
confident
at ease
predictable
scary
unstable
challengin
g
self-conscious
different
uneasy
new
stimulating
inspiring
uncomfortabl
e
beginner
novice
motivating
repetitive
well-known
contented
tense
learning
awkward
exciting
edgy
interesting
low confidence
Chapter 31
Where Does Growth & Development Happen?
3
The Three Questions of Leadership Self-Development
Why develop my leadership skills?
4
Position myself for promotion
Enhance my enjoyment of the job
Help my team grow & develop
Play a larger role in
the organizations
success
Add more value
Become a coach or mentor
Keep my skills current
Because learning is fun
The Three Questions of Leadership Self-Development
What should I work on?
5
Building Relationships
Communicating Effectively
Providing Feedback & Coaching
Setting Goals &
Holding People
Accountable
Delegation
Empowering Others
Listening
Developing the Vision, Mission & Strategy
Influencing
Recognition
Decision Making
Building High
Performing Teams
The Three Questions of Leadership Self-Development
How do I do it?
6
A Leadership Self Development Plan
How do I do it?
7
3. Enhance 5 Critical Skills
4. Plan Your Impact
1. Develop Your Leadership Point of View
2. Understand Your Leadership Brand
5. Reflect
How do I do it?
8
3. Enhance 5 Critical Skills
4. Plan Your Impact
1. Develop Your Leadership Point of View
2. Understand Your Leadership Brand
5. Reflect
A Leadership Self Development Plan
Develop Your Leadership Point of View
Development actually begins by
declaring your intentions as a leader
Whats your leadership point of view?
9
I believe leadership is:
My Definition of Leadership
Chapter 11 10
Leadership is about creating a vision that others want to
be part of, building a positive environment where
great things can happen, and developing people to
reach their full potential
Definition of Leadership
Chapter 11 11
Career Path In This Role I Learned
 1992-1995: Johnson & Sons  Supervisor
 1995-1998; Acme Company  Manager
 1998-2001; ABLE Co  Director, Marketing
 2001-2005: Horizon  VP, Sales
 2005-2007: NTS  SVP, New Products
 2007-Present: NTS, EVP, New Products
 Being the boss is different; people will test you
 Actions speak louder than words; you must set
high performance standards
 Delegate and empower the team  its the only
way to get a lot of work done
 People need a reason to believe; sometimes you
have to take risks
 Hold your temper and know your facts
 Stay humble; never stop learning
Chapter 1 12
Leadership Journey
Treat Everyone with Respect
 At All Times
Delegation is a Great Teaching
Tool; Use it Liberally
People Want to Do Great
Work - Let Them Do it
Their Way
Take an Interest In
Your People
Integrity is Everything 
Its Your Most Precious
Commodity
Theres No Substitute
for Hard Work
Have Fun  Lifes
Too Short As it Is
Know Why You
Work
Its Not About You 
Its About Them
Never Stop
Learning
13
Leadership Values
How do I do it?
14
3. Enhance 5 Critical Skills
4. Plan Your Impact
1. Develop Your Leadership Point of View
2. Understand Your Leadership Brand
5. Reflect
A Leadership Self Development Plan
Understand Your Leadership Brand
Development is accelerated by
understanding how youre showing up
as a leader
Whats your leadership brand?
15
Coach
Respectful
Insightful
Humorous
Fair
Accountable
Relationship Builder
Cares for Others
Motivator
Compassionate
Team Builder
Talent Assessor
Authentic
Collaborative
Charismatic
Passionate
Calm
Judgment
Mentor
Politically Savvy
Compromise
Approachable
Inspiring
Patient
High Standards
Problem-Solver
Industry Knowledge
Decision Maker
Business Acumen
Trustworthy
Smart
Creative
Customer Focus
Visionary
Practical
Organized
Strategic
Candid Feedback
Gets Results
Empowering
Optimistic
Work/Life Balance
Courageous
Communicator
Action Oriented
Listener
Technical Skills
Teacher
Perseverance
Integrity / Ethics
Delegator
Perspective
Wisdom
Innovation
Learner
Priority Setter
People Developer
Values Diversity
Self-Aware
Directions: Circle 10 traits that define you as a
leader; how do others experience your
leadership? Then, pick 5 traits that represent how
you most want to be perceived as a leader. Note:
The 5 may or may not be part of the 10.
16
Whats Your Leadership Brand?
Coach
Respectful
Insightful
Humorous
Fair
Accountable
Relationship Builder
Cares for Others
Motivator
Compassionate
Team Builder
Talent Assessor
Authentic
Collaborative
Charismatic
Passionate
Calm
Judgment
Mentor
Politically Savvy
Compromise
Approachable
Inspiring
Patient
High Standards
Problem-Solver
Industry Knowledge
Decision Maker
Business Acumen
Trustworthy
Smart
Creative
Customer Focus
Visionary
Practical
Organized
Strategic
Candid Feedback
Gets Results
Empowering
Optimistic
Work/Life Balance
Courageous
Communicator
Action Oriented
Listener
Technical Skills
Teacher
Perseverance
Integrity / Ethics
Delegator
Perspective
Wisdom
Innovator
Learner
Priority Setter
People Developer
Values Diversity
Self-Aware
Thinking
Whats Your Leadership Brand?
17
Coach
Respectful
Insightful
Humorous
Fair
Accountable
Relationship Builder
Cares for Others
Motivator
Compassionate
Team Builder
Talent Assessor
Authentic
Collaborator
Charismatic
Passionate
Calm
Judgment
Mentor
Politically Savvy
Compromiser
Approachable
Inspiring
Patient
High Standards
Problem-Solver
Industry Knowledge
Decision Maker
Business Acumen
Trustworthy
Smart
Creative
Customer Focus
Visionary
Practical
Organized
Strategic
Candid Feedback
Gets Results
Empowering
Optimistic
Work/Life Balance
Courageous
Communicator
Action Oriented
Listener
Technical Skills
Teacher
Perseverance
Integrity / Ethics
Delegator
Perspective
Wisdom
Innovator
Learner
Priority Setter
People Developer
Values Diversity
Self-Aware
Thinking; Doing
Whats Your Leadership Brand?
18
Coach
Respectful
Insightful
Humorous
Fair
Accountable
Relationship Builder
Cares for Others
Motivator
Compassionate
Team Builder
Talent Assessor
Authentic
Collaborator
Charismatic
Passionate
Calm
Judgment
Mentor
Politically Savvy
Compromise
Approachable
Inspiring
Patient
High Standards
Problem-Solver
Industry Knowledge
Decision Maker
Business Acumen
Trustworthy
Smart
Creative
Customer Focus
Visionary
Practical
Organized
Strategic
Candid Feedback
Gets Results
Empowering
Optimistic
Work/Life Balance
Courageous
Communicator
Action Oriented
Listener
Technical Skills
Teacher
Perseverance
Integrity / Ethics
Delegator
Perspective
Wisdom
Innovator
Learner
Priority Setter
People Developer
Values Diversity
Self-Aware
Thinking; Doing;
Being
Whats Your Leadership Brand?
19
Coach
Respectful
Insightful
Humorous
Fair
Accountable
Relationship Builder
Cares for Others
Motivator
Compassionate
Team Builder
Talent Assessor
Authentic
Collaborator
Charismatic
Passionate
Calm
Judgment
Mentor
Political Savvy
Compromise
Approachable
Inspiring
Patient
High Standards
Problem-Solver
Industry Knowledge
Decision Maker
Business Acumen
Trustworthy
Smart
Creative
Customer Focus
Visionary
Practical
Organized
Strategic
Candid Feedback
Gets Results
Empowering
Optimistic
Work/Life Balance
Courageous
Communicator
Action Oriented
Listener
Technical Skills
Teacher
Perseverance
Integrity / Ethics
Delegator
Perspective
Wisdom
Innovator
Learner
Priority Setter
People Developer
Values Diversity
Self-Aware
Thinking; Doing;
Being; Developing
Whats Your Leadership Brand?
20
How do I do it?
21
3. Enhance 5 Critical Skills
4. Plan Your Impact
1. Develop Your Leadership Point of View
2. Understand Your Leadership Brand
5. Reflect
A Leadership Self Development Plan
Enhance 5 Critical Skills
22
1. Develop the Vision, Mission & Strategy
2. Delegate and Empower Others
3. Build Relationships
4. Get To Know (and Showcase) Your People
5. Learn the Business
Develop the Vision, Mission & Strategy
 Vision  the reason your company or team exists
The Why - describes your long-term intentions; should be
inspiring and motivating
 Mission  the main objective; what your company or team is focused on
The What - describes what youre doing right now; should be
connected to the vision and be challenging and worthwhile
 Strategy  the specific plan for accomplishing the mission
The How - describes the actions taken to meet the objective;
should be specific and measurable
23
Chapter 10
Strategy Map
Develop and manage innovative products and services that meet the changing needs of our customers, while
maintaining a relentless focus on service, responsibility, and performance
To be the worlds most trusted financial services company
Strategic Priorities
Invest in Our
Infrastructure
Positively
Influence
Regulators
Grow the
Top Line
Mary Bailey
Elicia Woods
John Dawes &
Ahmad Ali Jonas Wilkerson James Bruce
Bill Edwards Amanda Nelson
8% YOY Growth
20% in New
Markets
Vision
Mission
Develop Our Top
Talent
Launch New
Products
Manage
Expenses
New York State Pension Fund
Reliant Industries
Establish
Corporate
Governance
Responsibilities
Measures
Timely & Efficient
Product Launches
90%+ Customer
Satisfaction Rating
Less than 5% top
talent attrition
100% of ees have
a develop. plan
Office in London
opened and
staffed
IT System
Conversion
delivered on time,
on budget, w/ 0
defects
5% decrease in
LOB operating
budget
Key Customers 2010 Budget/Goals
Revenue Growth: 8%
Profit Growth: 10%
 Launch sales
campaign in Asia
 Complete ACI
acquisition
Key Tactics
 Enter FI market
 Streamline bond
offerings
 Build ETF strategy
 Launch VP LDP
 Revise PM
 Open ABC Univ.
 Establish lobbying
relations with U.S
Govt. & U.K.
Parliament
 Complete IT
conversion
 Convert LOBs to
SAP
 Reduce HQ HC by
200 in Q1
 Launch new budget
process
 Launch compliance
training
 Finalize compliance
manual
24
Chapter 10
What Is It That Only I Can Do?
1. Identify and document every task or activity that only I can do
Be honest with yourself  is this really something that only you can
do?
2. Next to each item, write down the why  document why youre the
only person on your team that can do this task
3. Finally, document tasks and activities that you can do with your free
time, since youll be delegating everything else not listed above
What else should you be doing?
Delegate and Empower Others
25
Chapter 14
Relationship Map
Me
Poor
Needs Improv.
OK
Good
Excellent
Close
Peers
Direct Reports
Matrix
Peers
Bosses
External
Improvement
Opportunities
Develop
Influence
Partner
Sally Larsen
Helen Mays
Ahmed Singh
Delonte Jones
Mary Ames
Jon Kluwe
Bill Johnson
John Wall
Walter Harrison
Latesha Morris
Ari Nuta
Alice Betts
Ed Kruther
Martha Rey
Jennifer Simms
Bob Wells
Demi Zellerwohlz
Joan Nelson
Cindy Barr Will Yadi
Louise Nix
Jack Martz
Raul Mobley
Chris Mills
Steve Lewellyn
Mark Ott
Judy Mason
Susan Wells Carl Patrick
Kurt Spitzer
Steve Eisen
Zuzu Bell
Sandra Davis
Scott Goldberg
James Rodgers
Lon Rawls
Johanna Vonderberg
Kelly Deeds
Diane Lokey
Maureen Cochrane Ken Yow
New
Relationships









26
Chapter 2
5 Things You Should Know
1. Where (and how) did they grow up?
2. What are their hobbies?
3. Whos the most important person (people) in their life?
4. What are they passionate about?
5. What do they want to do with the rest of their life?
Get To Know Your People
27
Chapter 25
Learn the Business
How Well Do You Really Know Your Own Company?
1. Identify 2 areas of the business (besides your own) that you know really
well
 ___________________________
 ___________________________
2. Next, identify 2 areas of the business that you dont know much about
 ___________________________
 ___________________________
3. Document your plan for becoming educated on these areas
 ___________________________________________
 ___________________________________________
28
Chapter 24
How do I do it?
29
3. Enhance 5 Critical Skills
4. Plan Your Impact
1. Develop Your Leadership Point of View
2. Understand Your Leadership Brand
5. Reflect
A Leadership Self Development Plan
Set Priorities for Your Time
Time is your most precious resource  are you using it
wisely?
1. Identify and document your top 3 priorities
 What do you need to be most focused on over the next 30 days?
 Limit the list to 3 priorities
2. Next, think of how you spent your time last week
 How many hours did you spend (out of 50) on your top 3 priorities?
 What else do you spend time on?
3. Take a close look at the margins of your day (early, lunch, late) and
brainstorm ways to make those times more productive
 How can you focus this time on your top priorities?
30
Chapter 45
1. ______________________________________
2. ______________________________________
3. ______________________________________
My Top 3 Priorities
Over the Next 30 Days, My Top 3 Priorities Are:
I should be spending 75% of my time on my top 3 priorities!
31
Chapter 45
Document Your Development Plan
Developmental Opportunity Awareness/Mindset/Attitude
(changes I want to make in my approach)
Visible Behaviors
(behaviors clearly evident to others)
1. Be relentlessly focused on
building a world-class team
 hire great people and hold
a high bar for excellence
 Commit to hiring executives who will make us better
 Recognize that performance = will + skill + experience; value
experience more when building the team (utilize the Board
more when hiring talent)
 Organizational structures should be dynamic  I should
always be thinking about the optimal team structure
 We need to value our own people
 When executive positions are open, make recruiting my # 1 priority
 Set consistent standards of performance and hold my team accountable
 Declare to my team: roles will change. Its not about your specific job or
title
 Be proactive in dealing with performance issues  there need to be
consequences for coming up short on expectations
 Seek out high performers and get them new, challenging assignments.
Look for opportunities to promote mid-level leaders
2. Become a great delegator -
develop trust in my people
and allow them to take
ownership
 Focus my time on understanding how to win in our industry
 Recognize that there is value in declaring what Ill be
involved in
 Change the mindset that meetings cant be productive
without me
 Accept that the matrix sometimes makes delegation difficult
 Realize that I need to own clarifying roles and
accountabilities
 Set clear, measurable goals for and with my direct reports; focus on
outcomes
 Clarify each executives role  both with them individually, but also with
the entire team. Give accountable people the power to execute
 Stop trying to direct everything; declare the areas that I will continue to
be micro-involved in
 Declare my intentions when delegating; clarify what Im looking for, not
how to do it
3. Communicate and connect
with people more effectively
 build more personal
relationships
 Understand that people want to have a personal
relationship with me
 Take a greater interest in my people, as individuals
 Demonstrate that I believe in people having sufficient down
time (vacations, etc.) but that I also believe in physically
working together
 Communicating and building relationships is a huge part of
my role
 Trust is all about communication (this is true for the Board,
my team)
 Provide more praise and sincere positive reinforcement
 Listen better; remove distractions (like iPhone) and really attend to
conversations
 Walk the halls more; manage by walking around. Have brief, quality
conversations  frequently
 Create space on my calendar to check in with people
 Share with people that I recognize how hard this is
Jane Doe  Leadership Development Plan
Overall Purpose: To become a respected people leader; one who develops great talent for the organization
32
Chapter 12
My Leadership Development Plan
Developmental Opportunity Awareness/Mindset/Attitude
(changes I want to make in my approach)
Visible Behaviors
(behaviors clearly evident to others)
1. 







2.








3.








___________________ - Leadership Development Plan
Overall Purpose: __________________________________________________________________________
33
Chapter 12
How do I do it?
34
3. Enhance 5 Critical Skills
4. Plan Your Impact
1. Develop Your Leadership Point of View
2. Understand Your Leadership Brand
5. Reflect
A Leadership Self Development Plan
On Your Way Home
1. How did I show up as a leader today?
2. What did I communicate today?
3. Who did I develop today?
4. Who did I thank today?
Ask Four Questions Every Day
35
Chapter 47
All leaders have the potential to improve 
but you have to be willing to work at it.
All leaders have the potential to make a difference 
but you have to be willing to take action.
Final Thoughts
What are you doing to take your leadership
to the next level?
36

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SteveArnesonBootstrapLeadership-BPIWebinar-8.2.11.ppt

  • 1. Developing Your Leadership Brand Lessons from Bootstrap Leadership Best Practices Institute August, 2011
  • 2. Our Agenda Explore 3 critical questions for all leaders Provide ideas and tips for developing your leadership brand Inspire you to think differently about your own development 1
  • 3. Why I Wrote the Book 2 Bad leaders drain your energy, passion and confidence Leaders can get better but it takes practice & commitment To reinforce the value of: Life-long learning Role-modeling development Embracing your leadership role
  • 5. The Three Questions of Leadership Self-Development Why develop my leadership skills? 4 Position myself for promotion Enhance my enjoyment of the job Help my team grow & develop Play a larger role in the organizations success Add more value Become a coach or mentor Keep my skills current Because learning is fun
  • 6. The Three Questions of Leadership Self-Development What should I work on? 5 Building Relationships Communicating Effectively Providing Feedback & Coaching Setting Goals & Holding People Accountable Delegation Empowering Others Listening Developing the Vision, Mission & Strategy Influencing Recognition Decision Making Building High Performing Teams
  • 7. The Three Questions of Leadership Self-Development How do I do it? 6
  • 8. A Leadership Self Development Plan How do I do it? 7 3. Enhance 5 Critical Skills 4. Plan Your Impact 1. Develop Your Leadership Point of View 2. Understand Your Leadership Brand 5. Reflect
  • 9. How do I do it? 8 3. Enhance 5 Critical Skills 4. Plan Your Impact 1. Develop Your Leadership Point of View 2. Understand Your Leadership Brand 5. Reflect A Leadership Self Development Plan
  • 10. Develop Your Leadership Point of View Development actually begins by declaring your intentions as a leader Whats your leadership point of view? 9
  • 11. I believe leadership is: My Definition of Leadership Chapter 11 10
  • 12. Leadership is about creating a vision that others want to be part of, building a positive environment where great things can happen, and developing people to reach their full potential Definition of Leadership Chapter 11 11
  • 13. Career Path In This Role I Learned 1992-1995: Johnson & Sons Supervisor 1995-1998; Acme Company Manager 1998-2001; ABLE Co Director, Marketing 2001-2005: Horizon VP, Sales 2005-2007: NTS SVP, New Products 2007-Present: NTS, EVP, New Products Being the boss is different; people will test you Actions speak louder than words; you must set high performance standards Delegate and empower the team its the only way to get a lot of work done People need a reason to believe; sometimes you have to take risks Hold your temper and know your facts Stay humble; never stop learning Chapter 1 12 Leadership Journey
  • 14. Treat Everyone with Respect At All Times Delegation is a Great Teaching Tool; Use it Liberally People Want to Do Great Work - Let Them Do it Their Way Take an Interest In Your People Integrity is Everything Its Your Most Precious Commodity Theres No Substitute for Hard Work Have Fun Lifes Too Short As it Is Know Why You Work Its Not About You Its About Them Never Stop Learning 13 Leadership Values
  • 15. How do I do it? 14 3. Enhance 5 Critical Skills 4. Plan Your Impact 1. Develop Your Leadership Point of View 2. Understand Your Leadership Brand 5. Reflect A Leadership Self Development Plan
  • 16. Understand Your Leadership Brand Development is accelerated by understanding how youre showing up as a leader Whats your leadership brand? 15
  • 17. Coach Respectful Insightful Humorous Fair Accountable Relationship Builder Cares for Others Motivator Compassionate Team Builder Talent Assessor Authentic Collaborative Charismatic Passionate Calm Judgment Mentor Politically Savvy Compromise Approachable Inspiring Patient High Standards Problem-Solver Industry Knowledge Decision Maker Business Acumen Trustworthy Smart Creative Customer Focus Visionary Practical Organized Strategic Candid Feedback Gets Results Empowering Optimistic Work/Life Balance Courageous Communicator Action Oriented Listener Technical Skills Teacher Perseverance Integrity / Ethics Delegator Perspective Wisdom Innovation Learner Priority Setter People Developer Values Diversity Self-Aware Directions: Circle 10 traits that define you as a leader; how do others experience your leadership? Then, pick 5 traits that represent how you most want to be perceived as a leader. Note: The 5 may or may not be part of the 10. 16 Whats Your Leadership Brand?
  • 18. Coach Respectful Insightful Humorous Fair Accountable Relationship Builder Cares for Others Motivator Compassionate Team Builder Talent Assessor Authentic Collaborative Charismatic Passionate Calm Judgment Mentor Politically Savvy Compromise Approachable Inspiring Patient High Standards Problem-Solver Industry Knowledge Decision Maker Business Acumen Trustworthy Smart Creative Customer Focus Visionary Practical Organized Strategic Candid Feedback Gets Results Empowering Optimistic Work/Life Balance Courageous Communicator Action Oriented Listener Technical Skills Teacher Perseverance Integrity / Ethics Delegator Perspective Wisdom Innovator Learner Priority Setter People Developer Values Diversity Self-Aware Thinking Whats Your Leadership Brand? 17
  • 19. Coach Respectful Insightful Humorous Fair Accountable Relationship Builder Cares for Others Motivator Compassionate Team Builder Talent Assessor Authentic Collaborator Charismatic Passionate Calm Judgment Mentor Politically Savvy Compromiser Approachable Inspiring Patient High Standards Problem-Solver Industry Knowledge Decision Maker Business Acumen Trustworthy Smart Creative Customer Focus Visionary Practical Organized Strategic Candid Feedback Gets Results Empowering Optimistic Work/Life Balance Courageous Communicator Action Oriented Listener Technical Skills Teacher Perseverance Integrity / Ethics Delegator Perspective Wisdom Innovator Learner Priority Setter People Developer Values Diversity Self-Aware Thinking; Doing Whats Your Leadership Brand? 18
  • 20. Coach Respectful Insightful Humorous Fair Accountable Relationship Builder Cares for Others Motivator Compassionate Team Builder Talent Assessor Authentic Collaborator Charismatic Passionate Calm Judgment Mentor Politically Savvy Compromise Approachable Inspiring Patient High Standards Problem-Solver Industry Knowledge Decision Maker Business Acumen Trustworthy Smart Creative Customer Focus Visionary Practical Organized Strategic Candid Feedback Gets Results Empowering Optimistic Work/Life Balance Courageous Communicator Action Oriented Listener Technical Skills Teacher Perseverance Integrity / Ethics Delegator Perspective Wisdom Innovator Learner Priority Setter People Developer Values Diversity Self-Aware Thinking; Doing; Being Whats Your Leadership Brand? 19
  • 21. Coach Respectful Insightful Humorous Fair Accountable Relationship Builder Cares for Others Motivator Compassionate Team Builder Talent Assessor Authentic Collaborator Charismatic Passionate Calm Judgment Mentor Political Savvy Compromise Approachable Inspiring Patient High Standards Problem-Solver Industry Knowledge Decision Maker Business Acumen Trustworthy Smart Creative Customer Focus Visionary Practical Organized Strategic Candid Feedback Gets Results Empowering Optimistic Work/Life Balance Courageous Communicator Action Oriented Listener Technical Skills Teacher Perseverance Integrity / Ethics Delegator Perspective Wisdom Innovator Learner Priority Setter People Developer Values Diversity Self-Aware Thinking; Doing; Being; Developing Whats Your Leadership Brand? 20
  • 22. How do I do it? 21 3. Enhance 5 Critical Skills 4. Plan Your Impact 1. Develop Your Leadership Point of View 2. Understand Your Leadership Brand 5. Reflect A Leadership Self Development Plan
  • 23. Enhance 5 Critical Skills 22 1. Develop the Vision, Mission & Strategy 2. Delegate and Empower Others 3. Build Relationships 4. Get To Know (and Showcase) Your People 5. Learn the Business
  • 24. Develop the Vision, Mission & Strategy Vision the reason your company or team exists The Why - describes your long-term intentions; should be inspiring and motivating Mission the main objective; what your company or team is focused on The What - describes what youre doing right now; should be connected to the vision and be challenging and worthwhile Strategy the specific plan for accomplishing the mission The How - describes the actions taken to meet the objective; should be specific and measurable 23 Chapter 10
  • 25. Strategy Map Develop and manage innovative products and services that meet the changing needs of our customers, while maintaining a relentless focus on service, responsibility, and performance To be the worlds most trusted financial services company Strategic Priorities Invest in Our Infrastructure Positively Influence Regulators Grow the Top Line Mary Bailey Elicia Woods John Dawes & Ahmad Ali Jonas Wilkerson James Bruce Bill Edwards Amanda Nelson 8% YOY Growth 20% in New Markets Vision Mission Develop Our Top Talent Launch New Products Manage Expenses New York State Pension Fund Reliant Industries Establish Corporate Governance Responsibilities Measures Timely & Efficient Product Launches 90%+ Customer Satisfaction Rating Less than 5% top talent attrition 100% of ees have a develop. plan Office in London opened and staffed IT System Conversion delivered on time, on budget, w/ 0 defects 5% decrease in LOB operating budget Key Customers 2010 Budget/Goals Revenue Growth: 8% Profit Growth: 10% Launch sales campaign in Asia Complete ACI acquisition Key Tactics Enter FI market Streamline bond offerings Build ETF strategy Launch VP LDP Revise PM Open ABC Univ. Establish lobbying relations with U.S Govt. & U.K. Parliament Complete IT conversion Convert LOBs to SAP Reduce HQ HC by 200 in Q1 Launch new budget process Launch compliance training Finalize compliance manual 24 Chapter 10
  • 26. What Is It That Only I Can Do? 1. Identify and document every task or activity that only I can do Be honest with yourself is this really something that only you can do? 2. Next to each item, write down the why document why youre the only person on your team that can do this task 3. Finally, document tasks and activities that you can do with your free time, since youll be delegating everything else not listed above What else should you be doing? Delegate and Empower Others 25 Chapter 14
  • 27. Relationship Map Me Poor Needs Improv. OK Good Excellent Close Peers Direct Reports Matrix Peers Bosses External Improvement Opportunities Develop Influence Partner Sally Larsen Helen Mays Ahmed Singh Delonte Jones Mary Ames Jon Kluwe Bill Johnson John Wall Walter Harrison Latesha Morris Ari Nuta Alice Betts Ed Kruther Martha Rey Jennifer Simms Bob Wells Demi Zellerwohlz Joan Nelson Cindy Barr Will Yadi Louise Nix Jack Martz Raul Mobley Chris Mills Steve Lewellyn Mark Ott Judy Mason Susan Wells Carl Patrick Kurt Spitzer Steve Eisen Zuzu Bell Sandra Davis Scott Goldberg James Rodgers Lon Rawls Johanna Vonderberg Kelly Deeds Diane Lokey Maureen Cochrane Ken Yow New Relationships 26 Chapter 2
  • 28. 5 Things You Should Know 1. Where (and how) did they grow up? 2. What are their hobbies? 3. Whos the most important person (people) in their life? 4. What are they passionate about? 5. What do they want to do with the rest of their life? Get To Know Your People 27 Chapter 25
  • 29. Learn the Business How Well Do You Really Know Your Own Company? 1. Identify 2 areas of the business (besides your own) that you know really well ___________________________ ___________________________ 2. Next, identify 2 areas of the business that you dont know much about ___________________________ ___________________________ 3. Document your plan for becoming educated on these areas ___________________________________________ ___________________________________________ 28 Chapter 24
  • 30. How do I do it? 29 3. Enhance 5 Critical Skills 4. Plan Your Impact 1. Develop Your Leadership Point of View 2. Understand Your Leadership Brand 5. Reflect A Leadership Self Development Plan
  • 31. Set Priorities for Your Time Time is your most precious resource are you using it wisely? 1. Identify and document your top 3 priorities What do you need to be most focused on over the next 30 days? Limit the list to 3 priorities 2. Next, think of how you spent your time last week How many hours did you spend (out of 50) on your top 3 priorities? What else do you spend time on? 3. Take a close look at the margins of your day (early, lunch, late) and brainstorm ways to make those times more productive How can you focus this time on your top priorities? 30 Chapter 45
  • 32. 1. ______________________________________ 2. ______________________________________ 3. ______________________________________ My Top 3 Priorities Over the Next 30 Days, My Top 3 Priorities Are: I should be spending 75% of my time on my top 3 priorities! 31 Chapter 45
  • 33. Document Your Development Plan Developmental Opportunity Awareness/Mindset/Attitude (changes I want to make in my approach) Visible Behaviors (behaviors clearly evident to others) 1. Be relentlessly focused on building a world-class team hire great people and hold a high bar for excellence Commit to hiring executives who will make us better Recognize that performance = will + skill + experience; value experience more when building the team (utilize the Board more when hiring talent) Organizational structures should be dynamic I should always be thinking about the optimal team structure We need to value our own people When executive positions are open, make recruiting my # 1 priority Set consistent standards of performance and hold my team accountable Declare to my team: roles will change. Its not about your specific job or title Be proactive in dealing with performance issues there need to be consequences for coming up short on expectations Seek out high performers and get them new, challenging assignments. Look for opportunities to promote mid-level leaders 2. Become a great delegator - develop trust in my people and allow them to take ownership Focus my time on understanding how to win in our industry Recognize that there is value in declaring what Ill be involved in Change the mindset that meetings cant be productive without me Accept that the matrix sometimes makes delegation difficult Realize that I need to own clarifying roles and accountabilities Set clear, measurable goals for and with my direct reports; focus on outcomes Clarify each executives role both with them individually, but also with the entire team. Give accountable people the power to execute Stop trying to direct everything; declare the areas that I will continue to be micro-involved in Declare my intentions when delegating; clarify what Im looking for, not how to do it 3. Communicate and connect with people more effectively build more personal relationships Understand that people want to have a personal relationship with me Take a greater interest in my people, as individuals Demonstrate that I believe in people having sufficient down time (vacations, etc.) but that I also believe in physically working together Communicating and building relationships is a huge part of my role Trust is all about communication (this is true for the Board, my team) Provide more praise and sincere positive reinforcement Listen better; remove distractions (like iPhone) and really attend to conversations Walk the halls more; manage by walking around. Have brief, quality conversations frequently Create space on my calendar to check in with people Share with people that I recognize how hard this is Jane Doe Leadership Development Plan Overall Purpose: To become a respected people leader; one who develops great talent for the organization 32 Chapter 12
  • 34. My Leadership Development Plan Developmental Opportunity Awareness/Mindset/Attitude (changes I want to make in my approach) Visible Behaviors (behaviors clearly evident to others) 1. 2. 3. ___________________ - Leadership Development Plan Overall Purpose: __________________________________________________________________________ 33 Chapter 12
  • 35. How do I do it? 34 3. Enhance 5 Critical Skills 4. Plan Your Impact 1. Develop Your Leadership Point of View 2. Understand Your Leadership Brand 5. Reflect A Leadership Self Development Plan
  • 36. On Your Way Home 1. How did I show up as a leader today? 2. What did I communicate today? 3. Who did I develop today? 4. Who did I thank today? Ask Four Questions Every Day 35 Chapter 47
  • 37. All leaders have the potential to improve but you have to be willing to work at it. All leaders have the potential to make a difference but you have to be willing to take action. Final Thoughts What are you doing to take your leadership to the next level? 36

Editor's Notes

  • #17: In 1 hour, we will explore all 5, but specifically 2-4, as follows: I will propose that this is how you acquire global acumen I will briefly explain 1 and 5 may ask a few people to comment In 15-18 minute segments, we will tackle 2-4 as follows: Full group discussion of key market drivers Q: what economic or market drivers could (or will) impact our business around the world in the next 3 years? (group calls them out, I list on flip-chart or someone lists on laptop) Small group discussion and report-out on competition Q: who are our major FMTS competitors in various regions of the world? Come up with 5 in 5 different regions (whos strongest, where?) Full group discussion of global trends Q: what are some of the global political, consumer or workforce trends that could impact our business in the next 3 years?
  • #18: In 1 hour, we will explore all 5, but specifically 2-4, as follows: I will propose that this is how you acquire global acumen I will briefly explain 1 and 5 may ask a few people to comment In 15-18 minute segments, we will tackle 2-4 as follows: Full group discussion of key market drivers Q: what economic or market drivers could (or will) impact our business around the world in the next 3 years? (group calls them out, I list on flip-chart or someone lists on laptop) Small group discussion and report-out on competition Q: who are our major FMTS competitors in various regions of the world? Come up with 5 in 5 different regions (whos strongest, where?) Full group discussion of global trends Q: what are some of the global political, consumer or workforce trends that could impact our business in the next 3 years?
  • #19: In 1 hour, we will explore all 5, but specifically 2-4, as follows: I will propose that this is how you acquire global acumen I will briefly explain 1 and 5 may ask a few people to comment In 15-18 minute segments, we will tackle 2-4 as follows: Full group discussion of key market drivers Q: what economic or market drivers could (or will) impact our business around the world in the next 3 years? (group calls them out, I list on flip-chart or someone lists on laptop) Small group discussion and report-out on competition Q: who are our major FMTS competitors in various regions of the world? Come up with 5 in 5 different regions (whos strongest, where?) Full group discussion of global trends Q: what are some of the global political, consumer or workforce trends that could impact our business in the next 3 years?
  • #20: In 1 hour, we will explore all 5, but specifically 2-4, as follows: I will propose that this is how you acquire global acumen I will briefly explain 1 and 5 may ask a few people to comment In 15-18 minute segments, we will tackle 2-4 as follows: Full group discussion of key market drivers Q: what economic or market drivers could (or will) impact our business around the world in the next 3 years? (group calls them out, I list on flip-chart or someone lists on laptop) Small group discussion and report-out on competition Q: who are our major FMTS competitors in various regions of the world? Come up with 5 in 5 different regions (whos strongest, where?) Full group discussion of global trends Q: what are some of the global political, consumer or workforce trends that could impact our business in the next 3 years?
  • #21: In 1 hour, we will explore all 5, but specifically 2-4, as follows: I will propose that this is how you acquire global acumen I will briefly explain 1 and 5 may ask a few people to comment In 15-18 minute segments, we will tackle 2-4 as follows: Full group discussion of key market drivers Q: what economic or market drivers could (or will) impact our business around the world in the next 3 years? (group calls them out, I list on flip-chart or someone lists on laptop) Small group discussion and report-out on competition Q: who are our major FMTS competitors in various regions of the world? Come up with 5 in 5 different regions (whos strongest, where?) Full group discussion of global trends Q: what are some of the global political, consumer or workforce trends that could impact our business in the next 3 years?
  • #25: We should print 50 copies of a blank, larger version of this 11x17 paper Theyll write on their template in long hand, but well get them this template via email if they want to have it going forward to use in subsequent planning sessions