Predictive Index® Breakout Session Handout Fast, Good and Cheap – Pick All Three! by Paul Dumouchelle During a product design project I once encountered the product-design cliché: “Fast, Good or Cheap – Pick Two.” This old saying makes sense in many cases but when it comes to motivating your people, Predictive Index ® lets you do all three - fast, good and cheap. You can do this by RECOGNIZING YOUR PEOPLE’S CONTRIBUTION in a way that best matches their PI pattern. Recognition is fast – you can start immediately and do it any day at any time. Recognition is good – when done right, people respond extremely positively to recognition, it energizes them and brings out their best efforts. Recognition is cheap – it doesn’t cost an extra dime. It does take some time and effort to do it well, but, with practice, the effort will decrease and the impact will grow. Use the table below to identify the most-powerful type of recognition for a person. I would typically focus on a person’s Highest Factor first and foremost, then the Lowest if I have time or an opportunity. Key Elements of Recognition Using PI Low A High A Low B High B Low C High C Low D High D Team Recognition Recognition for selfless team approach to work Recognition for their own ideas Recognition for winning in any form of competition Private, one-on-one recognition Recognition for technical or intellectual achievements Personal, public praise Social acceptance (about appearance, personality) Recognition involving symbols of prestige or status Not Applicable – Recognition not a motivator for this drive & position. Recognition for seniority and/or loyalty Recognition as “belonging” to a group or team Not Applicable – Recognition not a motivator for this drive & position. Recognition for depth of knowledge Recognition for error-free work Training Program Design with Predictive Index® Note: This Case Study comes from the PIcampus website – “Ask Dan” Column Dear Dan, I’m a Director of Training and it occurred to me that I could use PI to help me tailor my training programs to be better-suited to the audiences I’m serving. In the next few months, I’m designing two training programs. The first group is Outside Sales (mostly High A+B, Low C+D people). The second group is Customer Service; people who take inbound phone calls (mostly Low A+B, High C+D people). Can you please give me some insights into how to design the training programs differently for these two audiences? Nate Hi Nate, You’ve hit on a great application of PI. Managers use PI every day to increase productivity and retention by creating environments specifically designed to feed the motivating needs of their employees. A training course can use the same approach to increase productivity and efficiency in learning. Given what you said about your first group (High A + B, Low C + D), their patterns are in this range: The second group (Low A + B, High C + D) will have PI patterns in this range: Obviously, these two groups have very different motivating needs. As such, the design of the training programs should be very different. Here are ideas for you: Training Program for High A + B, Low C + D Training Program for Low A + B, High C + D Pre-work for participants Very little. If anything, present a few ideas about what concepts they’ll be learning and how it will help them reach their personal goals. A good idea. Provide written materials that outline the concepts, relevant case studies, and company policies/procedures. Classroom atmosphere Flexible and loose. Whenever possible, honor requests to diverge from the agenda or entertain special exceptions. Open, highly interactive. Everyone should have a chance to talk about themselves, their goals, and their experiences. Fun, upbeat, high-energy; keep it light throughout. The tone is that we will accomplish our goals before the day is out, and we’ll have fun doing it. Disciplined. Present a well-thought-out agenda at the beginning of the day, and stick to it. Orderly. Don’t allow people to talk over each other, and be systematic when debriefing exercises. Serious. While every training experience should be engaging, the overall tone should be that a specific goal will be accomplished, and that you’re just the expert to show the way. Pace Fast, varied. Leave very few pauses in conversation; keep it lively and keep it moving forward. Methodical, even. Keep it relaxed and focused. Leave pauses and “dead air” during which nothing is said. Kind of interactivity Real-time and socially interactive. Ask many questions and solicit immediate responses. When individual work is required, always debrief it in large or small groups afterwards. In general, make room in conversation for them to talk. Plan large and small group discussions. Mix up the groups. Allow thinking time before interacting socially. Call on people for answers after they’ve had a chance to think, or work an exercise independently. Plan individual interactivity (e.g., working an individual example or computer program) and debrief after. Plan fewer group discussions, and keep smaller groups the same all day. Presentation of information Ways to practice Conceptual and interactive. Written material is usually necessary, but spend more time interacting than reading. Discuss benefits to the participants. Show social and/or emotional impact (e.g., how an upset customer feels and as a result what they say about the company). Give details and specifics sparingly; focus on why to do things, and point out where specifics can be looked up later. Group exercises, open discussions, even “game shows” where participants yell the right answer and get a prize immediately. Teams competing against each other for prizes also works. Practice is less important, let them “go live” quickly. Ensure they know the basics and let them go. Written and specific, with graphs and other pictures to illustrate. Allow time to read independently. Discuss how participants can help the team/company. Show impact in measurable ways (e.g., 30% of upset customers don’t come back, which impacts revenue $10M per year). Plenty of details and proof. Focus on how to do things correctly, within company policy, and show consequences if incorrect. Individual exercises where participants digest presented information and read to gain deeper understanding. Private thinking time. Practice is important and should be plentiful; ensure mastery before moving on to the next topic. Confirm their comfort before asking them to “go live.” Use of role play to rehearse putting learning into practice A good idea. Participants can act out customer situations and show good ways to handle them. Allow plenty of latitude in how these skits are presented. If time permits, allow each group to present to the entire class. How to celebrate successful Public celebrations, even fanfare. learning How to correct mistakes Opportunities for participants to ask private questions Time structure Ways to followup after the training class If it’s public, keep it light, with a “try again” tone. If it’s private, simply be straightforward. Tie corrections back into the overall goal. In private, ensure they see the impact and severity of mistakes. Very few. Most will be asked during the session. Shorter chunks of time. If possible, break class into different days and give them time to practice on real prospects/customers between classes. In person, face-to-face. Discuss how the training is helping them reach their personal goals. Another group session is also a good idea. Make sure they have plenty of opportunities to experiment. Avoid asking the participants to role play. If anything, customer situations should be shown with video, audio, or with the facilitator presenting them. Show correct and incorrect responses to customer situations, and give reasons for each. Low-key, one-on-one discussions. Emphasize specifics. When public, recognize groups more than individuals. If at all possible, always do so privately. Be factual, supportive and encouraging. Provide reasoning, details, and proof. Downplay the impact of mistakes. A good idea. Leave extra time during the breaks or before/after class. Longer, focused chunks of time. After class, and before they’re on the phones, give them time to digest information and ask questions. Emails, newsletters, and one-on-one conversations. Be calm, supportive, and very specific in giving feedback. Give written accolades. Make sure they have plenty of practice time when things change.
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