Team Performance Workout
Team
Production Employees
Organization
FINAL
REPORT
ABC Corporation
Date
1.31.2014
This report is based on the responses given in the Extended DISC® Personal
Analysis and Team Performance Workout questionnaires. This report should not be
the sole criterion for making decisions about this team. The purpose of this report is
to provide supporting information for the team, it’s leaders, and organizational
management.
Analysis prepared by Onward Education and Training, LLC
and it is protected by Copyright.
Licensed to: Lodestar Advisory Partners
Form Rev.
1/28/2014
“Extended DISC® is a registered trademark of Extended DISC N.A., Inc.
© Copyright Lodestar Advisory Partners, 2010 -2014 All Rights Reserved
Team Performance Workout
About This Team
Production Employees
ABC Corporation
1.31.2014
Brief Description of This Team
Team Performance Workout Sample Report – This information is to be provided by the
team’s leadership
This Team’s Mission
Team Performance Workout Sample Report – This information is to be provided by the
team’s leadership
Beneficiaries of This Team’s Work Product
Team Performance Workout Sample Report – This information is to be provided by the
team’s leadership
-2-
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Mission-Aligned Behavioral Competencies
Production Employees
ABC Corporation
Behavioral Competency
1.31.2014
Importance
Thinks, decides, and acts fast
Encourages participation and discussion
Sets goals, enforces deadlines, and establishes standards for
achievement
Organizes and tracks activity; creates rules and procedures
Works logically, methodically, and independently
Offers advice and positive guidance to others
Works carefully; takes pride in his/her preicision and accuracy
Works to resolve disagreements, reduce conflict, and
encourage colleagues
Tracks and drives the completion of milestones as planned and
scheduled
Actively searches for and introduces new ideas and points of
view
Emphasizes measurement and sets objective standards for
quality control
Works at a steady pace
Works at maintaining team morale and customer satisfaction
Discourages perfectionism; pushes for on-time completion
Willing to pitch in and help others to do their work
Engages, excites, and energizes people
Takes the initiative, and demands initiative from others
Continually perfects his/her own work, techniques, and
methodology
Enforces workplace discipline
Develops and delivers inspiring presentations
1 – Very Important
2 – Somewhat Important
3 – Not Important
Team Performance Workout Sample Report
This information is to be provided by the team’s leadership
-3-
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Understanding DISC Behavioral Styles
Production Employees
ABC Corporation
1.31.2014
Task Orientation
“Thinking”
Conscientiousness
Reserved
“Sensing”
Dominant
Decisive, tough
Strong-willed
Competitive, demanding
Independent, self-confident
Logical, careful
Formal, disciplined
Precise, follows rules
Withdrawn, shy
Does not express opinions
Gets stuck in details
Does not take risks
Aggressive, blunt
Self-centered, overbearing
Exceeds authority
Calm, steady, careful, patient
Good listener, modest
Trustworthy
Talkative, open, sociable
Enthusiastic, energetic
Persuasive
Resists new ideas
Does not express opinions
Does not seek change
Stubborn
Active
“Intuitive”
Flamboyant, frantic
Careless, indiscreet
Excitable, hasty
Loses sense of time
People Orientation
“Feeling”
Steadiness
Influencing
C
D
-4-
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
DISC Behavioral Competencies
Production Employees
ABC Corporation
1.31.2014
Task Orientation
“Thinking”
Conscientiousness
•  Fact-based, Detailed Analysis
•  Defining, Following Methodology
•  Fact-Finding, Research
•  PMO (Metrics)
•  Research
•  Quality Control
•  Engineering, Detailed Design
Reserved
“Sensing”
•  Process, Compliance
•  Maintaining Community
•  Building Morale, Consensus
•  PMO (Steady Pace, Consensus)
•  Teaching and Mentoring
•  Supporting People, Caregiving
•  Applied Science
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
Dominant
Planning, Scheduling, Managing Operations
Selling (1st Call)
Managing and Directing
PMO (Driving and Scheduling Action)
Development
Directing Change
Engineering
Active
“Intuitive”
nd
Persuading, Selling (2 Call)
PMO (Inspiring Action)
Championing, Evangelizing Change
Presenting, Marketing
Coaching and Inspiring
Conceptual (High-Level) Design
Innovation, Intrapreneurship
People Orientation
“Feeling”
Steadiness
Influencing
C
D
-5-
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
DISC Communication Styles
Production Employees
ABC Corporation
1.31.2014
Task Orientation
“Thinking”
Conscientiousness
• 
• 
• 
• 
• 
• 
Reserved
“Sensing”
• 
• 
• 
• 
• 
• 
Dominant
Evidence, Facts
Fact-based Analyses
Details
Observations, Measurements
Governance (Rules)
Instructions
• 
• 
• 
• 
• 
• 
• 
Agreements, Principles
Compliance, Conformity
Peoples’ Responsibilities
Experiences, The Past
Proofs
One’s Team
• 
• 
• 
• 
• 
• 
Practical Goals
Oneself
Hard values
Results
Deadlines, Schedules
Governance (Authority, Org. Structure)
Change
Active
“Intuitive”
Ideas, Lofty Goals
Peoples’ Engagement in Their Roles
Team Spirit
Positivity, Optimism
The Future
Oneself
People Orientation
“Feeling”
Steadiness
Influencing
C
D
-6-
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
This Team’s Natural Behavioral Styles
Production Employees
ABC Corporation
1.31.2014
Task Orientation
“Thinking”
Logical, careful
Formal, disciplined
Precise, follows rules
Decisive, tough
Strong-willed
Competitive, demanding
Independent, self-confident
Withdrawn, shy
Does not express opinions
Gets stuck in details
Does not take risks
Aggressive, blunt
Self-centered, overbearing
Exceeds authority
Active
“Intuitive”
Reserved
“Sensing”
Calm, steady, careful, patient
Good listener, modest
Trustworthy
Talkative, open, sociable
Enthusiastic, energetic
Persuasive
Resists new ideas
Does not express opinions
Does not seek change
Stubborn
Flamboyant, frantic
Careless, indiscreet
Excitable, hasty
Loses sense of time
People Orientation
“Feeling”
C
D
-7-
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Understanding Team Dynamics
Production Employees
ABC Corporation
1.31.2014
Task Orientation
“Thinking”
Conscientiousness
Dominant
Stress triggered by…
•  Blunt criticism of work process
•  Feeling summarily dismissed
•  Denied or stolen credit
•  Unfair distribution of work
May present as…
•  Withdrawal
•  Off-Target “Silo” behavior
•  Overthinking
•  Inflexibility, Rigidity
Stress triggered by…
•  Feeling lectured, esp, in detail
•  Hostile peer competition
•  Unexpected interruptions
•  Delayed or denied results
May present as…
•  Boredom
•  Emotionalism, aggression
•  Overstepping boundaries
•  Harsh criticism, dismissiveness
Active
“Intuitive”
Reserved
“Sensing”
Stress triggered by…
•  Unreasonable deadlines or work
demands
•  Being criticized in front of others
•  Argumentative environment
May present as…
•  Rigid “by the book” compliance
•  Active or Passive insubordination
•  Taking work lightly
•  Loss of focus, slacking off
Stress triggered by…
•  Exclusion or rejection
•  Unreasonable timetables
•  Micromanagement
•  Blunt personal criticism
May present as…
•  Polarizing gossip
•  “Clique” formation
•  Procrastination
•  Histrionics, “catastrophism”
People Orientation
“Feeling”
Steadiness
Influencing
-8-
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Understanding Team Dynamics
Production Employees
ABC Corporation
-9-
1.31.2014
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Understanding Natural and Adapted Styles
Production Employees
ABC Corporation
C
1.31.2014
D
N Leadership
Style Target
<name>
DSC
A N This is your Natural behavioral style, which remains fairly stable, but not rigid, over your
lifetime. It is the style that is the most comfortable for you. In Extended DISC, this is
summarized graphically in Profile II.
A This is your Adjusted or Adapted behavioral style. Learned rather than innate behavior,
your adaptive style shows how you believe you must adjust your behavior to meet the
demands of your present environment. In Extended DISC, this is shown in Profile I
your name <name>
DISC
In the following DISC diagrams
your Natural and Adaptive
behavioral styles will be
Leadership
indicated as shown:
N A Style Target
These are your Team’s behavioral Targets. Set by your team’s and organization’s leaders,
they identify their perception of certain behavioral norms for your team. Note that there may
be more than one target on your Team Performance Workout report.
- 10 -
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
This Team’s Natural and Adapted Styles
Production Employees
ABC Corporation
- 11 -
1.31.2014
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Profile of Team’s Subjective Adaptation
Production Employees
ABC Corporation
- 12 -
1.31.2014
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
This Team’s Behavioral Targets
Production Employees
ABC Corporation
1.31.2014
ABC Corp.
Style Target
Jack K
DSC
Lisa B
DSC
- 13 -
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
This Team’s Alignment With the Targets
Production Employees
ABC Corporation
1.31.2014
ABC Corp.
Style Target
Jack K
DSC
Lisa B
DSC
- 14 -
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Understanding DISC Team Roles
Production Employees
ABC Corporation
- 15 -
1.31.2014
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Attitudes Toward Teamwork
Production Employees
ABC Corporation
Cooperative
1.31.2014
Competitive
Individual
Contributors
Tasks
People
Team
Contributors
Assertiveness
- 16 -
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
This Team’s Roles and Alignment
Production Employees
ABC Corporation
1.31.2014
ABC Corp.
Style Target
Jack K
DSC
Lisa B
DSC
- 17 -
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Descriptions of Team Roles - Summary
Production Employees
ABC Corporation
1.31.2014
Assurer (C+S) - Thorough, prudent, accurate, pensive, quiet, doesn't tell his/her own
opinion, does things the way they should be done
Changer (D) - Reforming, straight, decisive, impatient, tough Knows what they want, makes
quick decisions
Communicator (C+I) - Friendly, accurate, justifying, modest, open, understands different
opinions, tells why things are how they are
Developer (C+D) - Centered on the facts, creative, demanding, analyzing, distant Produces
brand new ideas, demands a lot from everybody
Doer (S) - Careful, smooth tempered, trustworthy, calm, doesn't try to attain the impossible,
wants to help others
Influencer (D+I)- Vivid, idea rich, talkative, spontaneous, restless Talks people on to their
side, acts on instinct
Participator (I+S) - Pleasant, friendly, calm, helpful, doesn't put oneself first, understands
people
Planner (D+S) - Prudent, target-minded, demanding, systematic Holds on to their outlook,
goes where they want
Specialist (C) - Seeks perfection, pedantic, pertinent, inquiring Examines why things are
why they are, notices details
Stimulator (I) - Extrovert, open, sociable, jovial Makes things happy, ready to go along
- 18 -
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Descriptions of Team Roles - Assurer
Production Employees
ABC Corporation
1.31.2014
An Assurer (C+S) is thorough and calm and concentrates on her own work. She doesn't like
when people disturb her, and she doesn't really disturb other group members herself either.
She dreads mistakes and wants to do her own work at her own pace. Other group members
find her to be precise and accurate and someone who observes everything, but is also quiet
and keeps to herself. In reality she is a considerate person and often doesn't have time to
speak out until the conversation has already proceeded. She finds it extremely important to
know what the group expects from her and how they want her to reach that. She doesn't find
it very nice to get into unknown areas without the support of her own group and without
knowing the subject in question. She wants matters to proceed systematically and she
doesn't tolerate surprises unless their effects to the overall context are deliberated upon
carefully. She doesn't find it important to be actively involved in the company of others but
she feels it important that she has a group she knows she can rely on for help if needed.
Attitude Toward Teamwork
•  An important means to delegate tasks
correctly
•  Getting everybody to take responsibility
•  A way to make the right decisions
Role on the Team
•  Things get done
•  Recognizing possible errors
•  Staying on schedule
Role as Decision Maker
•  Helps rather than makes decisions
•  Makes sure of all possible outcomes to
begin with
•  Delays as long as possible Role as a Motivator
•  Motivates by giving information
•  Holds on to one's own responsibility
•  Often forgets motivation
Role as Contributor
•  An extremely trustworthy performer
•  Enters into one's matter carefully
•  Stays on the same thing a bit too much Supporting the Team’s Goals •  Things get done
•  Recognizing possible errors
•  Staying on schedule
Convergent Roles
Specialist (C), Doer (S)
Divergent Roles
Influencer (D+I), Changer (D), Stimulator (I)
- 19 -
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Descriptions of Team Roles - Changer
Production Employees
ABC Corporation
1.31.2014
A Changer (D) is the group's “lone wolf” who wants to control himself and his own actions.
He doesn't worship figures or titles but believes that he is above that. He has an answer
ready for most questions and he isn't afraid to give his opinions. Some of the group's
members see him as underestimating the others r even as being frightening. In reality he
wants the others to show him first what they can do and only after that give them his
attention and acceptance into his. He is constantly looking for challenges and he isn't afraid
of the unknown. Repetitious details and routines bore him quickly. He wants to be in the front
line developing new things and creating something unique. He finds it very unpleasant to
admit defeat and to go back. As a goal oriented person he is ready to adapt himself into new
groups and situations quickly and he doesn't recall past memories with longing.
Attitude Toward Teamwork
•  Real waste of time
•  A lot of idle talk
•  A means to get information from others
Role on the Team
•  Carries through one's own message
•  Decides what they talk about
•  Challenges to a debate
Role as Decision Maker
•  Wants to participate in decision making
•  Makes courageous decisions
•  Doesn't always listen to others Role as a Motivator
•  Motivates with toughness
•  Rouses to a fight
•  Doesn't let you become exhausted
Role as Contributor
•  Does it quickly and suddenly
•  Gets bored quickly
•  Does things their own way Supporting the Team’s Goals •  The team doesn't get stuck
•  Brings something new to the group
continuously
•  Puts an idea on the table and figures
where the problems lie
Convergent Roles
Influencer (S+!), Planner (D+S), Developer (C+D)
Divergent Roles
Doer (S), Participator (I+S), Assurer (C+S)
- 20 -
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Descriptions of Team Roles - Communicator
Production Employees
ABC Corporation
1.31.2014
A Communicator (C+I) is a sociable and genial person who also has an ability to
understand the group's rules and regulations. She has an excellent ability to make boring
matters interesting. She seeks change but not at the expense of people or the organization.
The group members find her very genial and "easy" but on the other hand a little mysterious
and evasive. In reality she wants to avoid aggression and conflict and she doesn't want to
guide other people's matters. She is afraid of arguments, which is why she doesn't reveal all
of her own feelings to people. She likes the fact that in a group people know what they are
expected to do. Meeting different kinds of people in positive matters is pleasant to her.
Investigating things and deliberating different points of view as well as creating ideas is
pleasant to her, even if she doesn't always want to further those matters forcefully within a
group.
Attitude Toward Teamwork
•  A pleasant way to meet people
•  A place to ask and get information
•  A means to ensure a good atmosphere
remains
Role on the Team
•  Carries through one's own message
•  Decides what they talk about
•  Challenges to a debate
Role as Decision Maker
•  Cautiously and willingly gives
responsibility to others
•  Emphasizes the meaning of information
•  They want to hear everybody's opinion
to begin with
Role as a Motivator
•  Motivates with toughness
•  Rouses to a fight
•  Doesn't let you become exhausted
Supporting the Team’s Goals •  The team doesn't get stuck
•  Brings something new to the group
continuously
•  Puts an idea on the table and figures
where the problems lie
Role as Contributor
•  Wants to avoid errors
•  May stay to discuss and think
•  Gets bored if the job gets too routine Convergent Roles
Stimulator (I), Specialist (C)
Divergent Roles
Changer (D), Doer (S), Planner (D+S)
- 21 -
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Descriptions of Team Roles - Developer
Production Employees
ABC Corporation
1.31.2014
A Developer (C+D) is a very issue-centered and rational person. Even in a group he
emphasizes his own individuality, sees things his own way and doesn't let other people enter
his own sensitive areas. He likes an opportunity to develop, plan and create something new.
A person like this acts according to facts - not so much feelings. Other group members see
him as someone who knows his business and requires a lot from himself, but is also
criticizing and particular. In reality he just doesn't believe in one truth, and every time people
get excited he fears that they lose the ability to think rationally. That is why he usually wants
to find something from a matter that others haven't found. He doesn't want to share his tasks
with others because he doesn't believe that the others can do them the way he wants them
done. He finds it important not to identify himself with 'the masses' because he believes in
his own uniqueness.
Attitude Toward Teamwork
•  Inefficient way to do things
•  A means to get more information for
oneself
•  Sociable people's way of avoiding work
Role on the Team
•  The one who makes analytical
summaries
•  Maker of new interpretations
•  Manager of one's own special field
Role as Decision Maker
•  Wants to have the last word
•  Takes notice of facts - not wishes
•  Doesn't take part in joint discussion
Role as a Motivator
•  People's own matter to motivate
themselves
•  Gives oneself possibility to develop
•  Motivates by leaving in peace
Supporting the Team’s Goals •  Continuous evaluation of one's own
work result
•  Clear opinions and reasons
•  A lot of new thoughts
Role as Contributor
•  Does everything in one's own area
•  In one's own estimation doesn't do
overly easy work
•  Doesn't settle for staying put Convergent Roles
Changer (D), Specialist (C)
Divergent Roles
Participator (I+S), Stimulator (I), Doer (S)
- 22 -
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Descriptions of Team Roles - Developer
Production Employees
ABC Corporation
1.31.2014
A Doer (S) is a calm person. She does her work at her pace and does not like people who
unnecessarily harass or rush her. The Doer appreciates reliability, justice, familiar people and
situations where one does not have to act or be overly excited. Others find her extremely
reliable and calm but also slow and uncertain. In reality her apparent slowness is due to the
fact the Doer wants to do things in a reliable manner and in a way that does not bother
others. The Doer does a lot of invisible work for the benefit of others. Preparing for tasks
takes more time for her than for most people. She does not mind to start recurring tasks.
Even when focusing on her responsibilities, the Doer enjoys being a part of a tight group that
offers security. Because the Doer prefers familiar surroundings, she tends not to get involved
with many different kinds of groups.
Attitude Toward Teamwork
•  An extremely important way to work
•  A means to ensure that everything goes
right
•  Creates safety - everybody helps
everybody
Role on the Team
•  Takes responsibility for anything they do
•  Holds on to joint contracts
•  Stays in the background
Role as Decision Maker
•  Does not want to be the first one to
decide
•  Promotes prudent decision making
•  Knows what isn't worth deciding
Role as a Motivator
•  Creates calmness and reliability
•  A cautious person who needs to be
motivated
•  Shows willingness to help
Role as Contributor
•  Manages to stay with one's own work
•  Follows a given work pattern
•  Also emphasizes other people's sense
of responsibility Supporting the Team’s Goals •  Promises are kept, unnecessary risks
aren't taken
•  Even-paced work
•  Pace is slowed when necessary, isn't
erratic
Convergent Roles
Planner (D+S), Participator (I+S), Assurer (C+S)
Divergent Roles
Changer (D), Influencer (D+I), Developer (C+D)
- 23 -
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Descriptions of Team Roles - Influencer
Production Employees
ABC Corporation
1.31.2014
An Influencer (D+I) is someone who creates ideas and wants to proceed and who has a
good ability to influence the other group members. She doesn't stay in one place hesitating
and deliberating but believes in her own instinct and spontaneity. She likes change and
taking part in many different kinds of groups, situations and roles. Other group members see
her as an open and sociable person but somewhat superficial and self-absorbed. In reality
she is just so full of action that she doesn't have time to stop and deliberate other people's
worries, even if she would like to. She likes to bring out her own opinions and tries to
persuade others onto the side of her group. She isn't a very patient listener. She has to stand
out in a group somehow; she finds it awful to be an average person in an average group.
Concentrating on one thing is difficult for her because she is a lot better at thinking up ideas
and starting them than finishing them.
Attitude Toward Teamwork
•  A means to get people's attention
•  A way to get the group motivated
•  A possibility to delegate boring routines
away
Role on the Team
•  The one who gives a push to a
conversation
•  The one who introduces new thoughts
•  The one who stops hesitation
Role as Decision Maker
•  Wants to make quick decisions
•  Brings up decisive ideas
•  Doesn't analyze all the alternatives
Role as a Motivator
•  Creates group enthusiasm
•  Motivates by speaking
•  Supports and encourages
Role as Contributor
•  Aims at simplicity
•  Doesn't stay deliberating
•  Applies rules Supporting the Team’s Goals •  The group is able to be renewed doesn't get stuck
•  Group's atmosphere stays open
•  Includes people
Convergent Roles
Changer (D), Stimulator (I)
Divergent Roles
Doer (S), Assurer (C+S), Specialist (C)
- 24 -
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Descriptions of Team Roles - Participator
Production Employees
ABC Corporation
1.31.2014
A Participator (I+S) is a pleasant and friendly conversationalist who likes to be with a
familiar group. He likes exchanging thoughts and feelings before getting into action. He finds
it important that everyone in the group gets to perform and express their own feelings. Other
group members find him a person who is easy to be with and who is honest towards
everyone but also a person who doesn't really speak his/her honest opinion. In reality he just
finds it extremely unpleasant to bring up matters which would offend the other person,
especially if they have to be justified. He likes doing and being together with others. He
doesn't mind it if he has to guide, help or listen to other group members. Setting his own
advantage as first place is not so important to him as the fact that the group works well
together. He certainly doesn't want to decide on the other group members' matters.
Attitude Toward Teamwork
•  An extremely important and efficient
way to work
•  A way to ensure everybody does what
they should do
•  Making sure that the group stays
together
Role on the Team
•  The one who finds compromises
•  A listener and a helper
•  The one who participates and is present
Role as Decision Maker
•  Makes decisions, at most, after having
heard others
•  Wouldn't want to be in a decision
making position
•  Makes cautious decisions
Role as a Motivator
•  Understands people extremely well
•  Manages to discuss and listen
•  Brings up positive thought
Role as Contributor
•  Does what has promised to do
•  Doesn't always manage to stay away
from the others
•  Is able to act according to other people's
instructions Supporting the Team’s Goals •  Taking notice of everybody's opinions
•  Treating people equally
•  Enough discussion and exchanging
thoughts
Convergent Roles
Stimulator (I), Doer (S)
Divergent Roles
Developer (C+D), Changer (D), Specialist (C)
- 25 -
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Descriptions of Team Roles - Planner
Production Employees
ABC Corporation
1.31.2014
A Planner (D+S) is an extremely methodical and systematic person who wants to know
where the group is going and how to get there. She seeks development and change but
wants them to take place with care and consciousness. She likes it when people behave in a
business-like manner while working in the group and treat serious matters seriously. She
doesn't understand joking when the time is wrong. Different kinds of group members find her
reliable and balanced but also stubborn and of principle. In reality she just wants to make
sure that nothing unexpected will happen. That is why she often takes a negative viewpoint
in the beginning to changes other people may suggest. She finds it very important that she
stands behind her words and she trusts that other group members do the same as well. She
likes to work hard on her assignments because she doesn't find it easy to leave things half
done.
Attitude Toward Teamwork
•  A means to ensure the correct
assignment of tasks
•  A forum to deliver information
•  Important from the point of view of the
organization
Role on the Team
•  Critic and questioner
•  Defender of principles
•  Analyzer of things
Role as Decision Maker
•  Makes principle decisions
•  Wants grounds for the decisions
•  Wants to accept decisions
Role as a Motivator
•  Shows commitment
•  Doesn't always remember to encourage
•  Is sometimes too inflexible
Role as Contributor
•  Manages to concentrate on the issue
•  Doesn't give up easily
•  Acts according to the instructions Supporting the Team’s Goals •  Things don't stay unfinished
•  The group doesn't get lost on the wrong
trackPeople aren't treated unfairly
Convergent Roles
Changer (D), Doer (S)
Divergent Roles
Stimulator (I), Communicator (C+I), Specialist (C)
- 26 -
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Descriptions of Team Roles - Specialist
Production Employees
ABC Corporation
1.31.2014
A Specialist (C) attends to his own matters carefully and lets others take care of their own
business. He finds it important to do his work as thoroughly as possible. Time and other
people's pressure don't bother him - he has set himself his own quality criteria which he
strictly follows. In the group he is seen as someone who knows his business and someone
who secures everything carefully, but is also therefore isolated and separated from reality. In
reality he is a shy person, so he doesn't always find the right words and requires a lot from
himself. He doesn't want to speak out until he is absolutely certain about his ideas. When he
gets ready to make his points, not many people have the patience to attend to it as carefully
as needed to understand him. He wants to know what leads to what and what kinds of
requirements have been given to each in the group. He doesn't always feel that it is
important to be with the other group members. It is more important that the other group
members don't compromise the quality of his work.
Attitude Toward Teamwork
•  Most of it is a useless waste of time
•  A means to calm those who rush
•  Suppose it's good for others but not for
me
Role on the Team
•  The one who calmly takes care of one's
own business
•  Gets into a conversation only at
important moments
•  Doesn't always manage to get
enthusiastic
Role as Decision Maker
•  - Takes a stand only when the matters
concern him/her
•  Prepares an issue bit by bit to the end
•  Doesn't often want to take part
Role as a Motivator
•  Believes that everybody motivates
themselves
•  Gives all the information needed when
asked
•  Creates instructions for everyone
Role as Contributor
•  Reliable but still continuously thinking
•  Enters into one's matter with care
•  May be inflexible about changing one's
habits Supporting the Team’s Goals •  Analyzing things to the end
•  Avoiding unnecessary risks
•  Sticking to an organization's rules
Convergent Roles
Developer (C+D), Communicator (C+I), Assurer (C+S)
Divergent Roles
Stimulator (I), Influencer (D+I), Participator (I+S)
- 27 -
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Descriptions of Team Roles - Stimulator
Production Employees
ABC Corporation
1.31.2014
A Stimulator (I) is an extremely open and positive person who wants to see - and sees good in every person in the group and in every situation. She seeks positive opportunities
and steers away as far as possible from all negative situations. She lives through her
emotions and is also able to influence other people's emotions. Group members find her
positive and someone who makes friends easily but also superficial and too slack. In reality
she wants to take part in many things and she doesn't find it necessary to analyze every
single thing thoroughly. She knows that reality is, however, different from what we plan it to
be. She likes it when she is included in all the group's matters and the fact that there are a lot
of things happening around her. She doesn't usually say straight up what's on her mind if she
feels that it annoys the other person or if it would lead to an unpleasant conversation. She
likes bringing up new ideas and meetings where new ideas are created.
Attitude Toward Teamwork
•  A means to maintain contact with people
•  An important channel for giving data
•  A positive way to motivate
Role on the Team
•  The one who discusses and chats
•  The one who brings up new thoughts in
a positive manner
•  The one who maintains a good
atmosphere
Role as Decision Maker
•  Wants people to decide things together
•  Doesn't want to close the lid on final
decisions
•  Wants a solution that everybody is
happy with
Role as a Motivator
•  Manages to spend time with people
•  Ponders one's words so that they have
a good impact
•  Talks a lot and tells stories
Role as Contributor
•  Can't manage to enter into routine tasks
•  Does when there are other people doing
•  May stray from assigned work Supporting the Team’s Goals •  Good atmosphere
•  New thoughts
•  Being together
Convergent Roles
Influencer (D+I), Participator (I+S), Communicator (C+I)
Divergent Roles
Specialist (C), Developer (C+D), Assurer (C+S)
- 28 -
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Team Action Plan – Suggestions
Production Employees
ABC Corporation
1.31.2014
Task Orientation
“Thinking”
Conscientiousness
•  Simplify your explanations.
•  Consider emotional context.
•  Recognize and respect deadlines.
•  Inform with empathy.
•  Make efforts to engage with others.
•  Pick up the pace, accept estimates.
•  Take plausible shortcuts.
Reserved
“Sensing”
•  Respond flexibly to pressure.
•  Respect goals as well as “the rules.”
•  Control your meetings.
•  Be mindful of “small talk.”
•  Find and use objective metrics.
•  Consider creative alternatives.
•  Temper diplomacy with directness.
•  Recognize that life isn’t always fair.
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
Dominant
Inform, don’t lecture; teach, don’t criticize.
Ask open questions, don’t cross-examine.
Immediately share credit, deflect praise.
Keep private conversations private.
Express respect for others’ ideas.
Catch people doing things right.
Treat everyone equally; don’t play favorites
Active
“Intuitive”
Focus. Curb your enthusiasm.
Deliver it. Stop improving it.
Check it for mistakes.
Set realistic expectations…
•  For yourself and in others.
Want it? Ask for it.
Shift from “Idea” words to “action” words.
Temper trust with accountability.
People Orientation
“Feeling”
Steadiness
Influencing
C
D
- 29 -
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Objective Adaptation – Team Action Plan
Production Employees
ABC Corporation
or L, M, H Y, N Team Member
Jones, John
Priority Leader?
M
Y
1.31.2014
Adaptive Behavior Offer criticism calmly and only in private My “short fuse” sometimes creates staff problems for me, particularly with my “I” and “C” -syle
team contributors. Smith, Jane
H
N
Become a better listener I tend to cut people short or try to finish their sentences for them. I need to listen carefully to
what they say. Then, to demonstrate I’ve heard them, I should use some form of what they
told me in the next thing I say to them. - 30 -
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC
Team Performance Workout
Objective Adaptation – Team Action Plan
Production Employees
ABC Corporation
1.31.2014
L, M, H Y, N Team Member
Priority Leader?
Adaptive Behavior - 31 -
© Copyright 2010-2014 Lodestar Advisory Partners.
Licensed to Lodestar by Onward Education and Training, LLC