appendix a: sample career matrix

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117 © The Editor(s) (if applicable) and The Author(s) 2016 L.S. Gravett, S.A. Caldwell, Learning Agility, DOI 10.1057/978-1-137-59965-0 APPENDIX A: SAMPLE CAREER MATRIX

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117© The Editor(s) (if applicable) and The Author(s) 2016L.S. Gravett, S.A. Caldwell, Learning Agility, DOI 10.1057/978-1-137-59965-0

APPENDIX A: SAMPLE CAREER MATRIX

118 APPENDIX A: SAMPLE CAREER MATRIX

Mar

keti

ng F

irm

A

ssoci

ate

Acc

ount

Man

ager

A

ccou

nt M

anag

er

Acc

ount

Sup

ervi

sor

Com

pete

ncy

Asso

ciat

eLe

vel 1

A

ssoci

ate

Leve

l 2

Acc

ount

M

anag

erLe

vel 1

A

ccou

nt

Man

ager

Leve

l 2

Acc

ount

Sup

Leve

l 1

Acc

t Sup

Leve

l 2

Com

mun

icat

ions

Fo

cus

is o

n te

am a

nd

vend

or

inte

ract

ions

Com

mun

i-ca

tions

ex

tend

ed t

o pe

riod

ic c

lient

in

tera

ctio

ns

Inte

ract

ions

incl

ude

inte

rvie

win

g ap

plic

ants

and

cl

ient

pre

sent

atio

ns

Inte

ract

ions

w

ith c

lient

s at

hi

gher

freq

uenc

y an

d le

vel o

f so

phis

ticat

ion

Com

mun

icat

ions

in

clud

e an

ad

viso

ry- c

ouns

elin

g ro

le fo

r cl

ient

s or

D

irec

t R

epor

ts

Clie

nt in

tera

ctio

ns

have

sig

nifi c

ant

impa

ct o

n co

mpa

ny

Tea

mw

ork

and

Col

labo

ratio

n W

orks

co

llabo

rativ

ely

as m

embe

r of

ac

coun

t te

am

Wor

ks

colla

bora

tivel

y,

with

clie

nt

cont

acts

pe

riod

ical

ly

Rol

e of

faci

litat

or

and

team

lead

er

beco

mes

a fo

cus

Sele

cts

met

hods

fo

r th

e te

am t

o ac

com

plis

h ob

ject

ives

Focu

s is

on

allo

catin

g re

sour

ces,

and

se

lect

ing

and

coac

hing

tea

m

mem

bers

Focu

s sh

ifts

to

deve

lopi

ng c

ompa

ny

as a

tea

m t

o en

sure

or

gani

zatio

nal

succ

ess

Res

earc

h Fa

mili

arity

with

ac

cess

ing

info

rmat

ion

usin

g ba

sic

rese

arch

too

ls

Occ

asio

nally

m

ust s

ynth

esiz

e re

sear

ch a

nd

offe

r re

com

-m

enda

tions

Freq

uent

ly a

naly

zes

the

impa

ct o

f re

sear

ch a

nd

proj

ects

pot

entia

l sc

enar

ios

Peri

odic

ally

tr

ains

oth

er s

taff

on

res

earc

h m

etho

ds

Mai

ntai

ns s

kills

but

de

lega

tes

and

mon

itors

res

earc

h pr

ojec

ts

Hig

hest

leve

l of

cust

omer

inte

rfac

e,

to e

xpla

in r

esea

rch

resu

lts

Ent

repr

eneu

rism

an

d In

nova

tion

Tak

es in

itiat

ive

in g

ener

atin

g id

eas

and

fi ndi

ng c

reat

ive

solu

tions

Dev

elop

s w

ays

to r

emov

e ex

istin

g or

po

tent

ial

barr

iers

Mod

els

and

prom

otes

ris

k-ta

king

and

leve

rage

s re

sour

ces

Dev

elop

s in

nova

tive

prod

ucts

to

reco

mm

end

to

clie

nts

Env

isio

ns c

ritic

al

brea

kthr

ough

s to

st

ay c

ompe

titiv

e,

beco

mes

cri

tical

Find

s an

d al

loca

tes

reso

urce

s th

at

supp

ort

inno

vativ

e pr

actic

es

APPENDIX A: SAMPLE CAREER MATRIX 119 M

arke

ting

Fir

m

Asso

ciat

e A

ccou

nt M

anag

er

Acc

ount

Man

ager

A

ccou

nt S

uper

viso

r

Com

pete

ncy

Asso

ciat

eLe

vel 1

A

ssoci

ate

Leve

l 2

Acc

ount

M

anag

erLe

vel 1

A

ccou

nt

Man

ager

Leve

l 2

Acc

ount

Sup

Leve

l 1

Acc

t Sup

Leve

l 2

Cus

tom

er

Inte

rfac

e an

d K

now

ledg

e

Has

a b

asic

un

ders

tand

ing

of c

lient

’s

prod

ucts

; in

freq

uent

cl

ient

con

tact

Freq

uent

ly

inte

ract

s w

ith

clie

nts;

in

crea

sed

unde

rsta

ndin

g of

clie

nt’s

pr

oduc

ts

Has

an

in-d

epth

un

ders

tand

ing

of

clie

nts

and

prod

ucts

; inc

reas

ed

clie

nt c

onta

ct

Freq

uent

clie

nt

inte

ract

ion

on

subs

tant

ive

issu

es; i

ncre

ased

un

ders

tand

ing

of c

lient

’s

indu

stry

In-d

epth

un

ders

tand

ing

of

clie

nt’s

bus

ines

s pr

actic

es;

reco

mm

ends

so

lutio

ns t

o m

eet

futu

re n

eeds

Und

erst

ands

clie

nt’s

ne

eds

wel

l eno

ugh

to r

ecom

men

d en

hanc

emen

ts t

o bu

sine

ss p

roce

sses

Prob

lem

Sol

ving

Id

entifi

es

core

is

sues

and

pr

oact

ivel

y se

arch

es fo

r op

tions

Abi

lity

to s

elec

t be

st a

ppro

ach

tow

ard

prob

lem

-so

lvin

g

Obj

ectiv

ely

asse

sses

an

d re

com

men

ds

pote

ntia

l sol

utio

ns

Ass

esse

s ba

rrie

rs

to s

ucce

ss a

nd

impl

emen

ts

solu

tions

May

tra

in c

lient

/te

am m

embe

rs o

n pr

oble

m-s

olvi

ng

met

hods

App

roac

hes

and

defi n

es p

robl

ems

from

a c

ompa

ny a

nd

clie

nt p

ersp

ectiv

e

Coa

chin

g an

d M

ento

ring

Pr

ovid

es

feed

back

and

su

gges

ted

reso

urce

s fo

r pe

ers

Del

egat

es

assi

gnm

ents

to

prov

ide

deve

lopm

enta

l op

port

uniti

es

for

peer

s

Prov

ides

feed

back

an

d de

velo

pmen

tal

oppo

rtun

ities

for

Dir

ect

Rep

orts

Ass

esse

s sk

ills

of

team

mem

bers

an

d de

sign

s m

etho

ds t

o en

hanc

e sk

ills

Coa

ches

and

gui

des

to e

nsur

e th

at s

kills

of

indi

vidu

al

mem

bers

and

tea

m

colle

ctiv

ely

mee

t co

mpa

ny o

bjec

tives

Dev

elop

s m

etho

ds

to r

ecog

nize

in

divi

dual

and

tea

m

succ

ess

Sett

ing

Goa

ls

and

Obj

ectiv

es

Sets

obj

ectiv

es

and

goal

s th

at

supp

ort

team

ne

eds

Hel

ps t

he t

eam

to

set

ob

ject

ives

and

go

als

and

deve

lop

mea

sure

s

Iden

tifi e

s an

d us

es

team

/co

mpa

ny

reso

urce

s to

mee

t ob

ject

ives

Ass

esse

s th

e su

ppor

t m

echa

nism

s an

d ba

rrie

rs in

the

cl

ient

’s in

dust

ry

and

com

pany

th

at a

ffec

t go

als

Synt

hesi

zes

know

ledg

e of

cl

ient

, clie

nt’s

in

dust

ry, c

ompa

ny,

and

othe

r fa

ctor

s to

im

plem

ent

stra

tegi

c pl

ans

Iden

tifi e

s cr

itica

l ch

eckp

oint

s an

d ev

alua

tes

succ

ess

crite

ria

agai

nst

obje

ctiv

es; r

edir

ects

re

sour

ces

if re

quir

ed

(con

tinu

ed )

120 APPENDIX A: SAMPLE CAREER MATRIX

Mar

keti

ng F

irm

A

ssoci

ate

Acc

ount

Man

ager

A

ccou

nt M

anag

er

Acc

ount

Sup

ervi

sor

Com

pete

ncy

Asso

ciat

eLe

vel 1

A

ssoci

ate

Leve

l 2

Acc

ount

M

anag

erLe

vel 1

A

ccou

nt

Man

ager

Leve

l 2

Acc

ount

Sup

Leve

l 1

Acc

t Sup

Leve

l 2

Proj

ect

Man

agem

ent

Part

icip

ates

in

segm

ents

of

proj

ects

Incr

ease

d le

vel

of p

artic

ipat

ion

in a

ran

ge o

f pr

ojec

ts

Supe

rvis

es p

roje

ct

segm

ents

and

sta

ff;

desi

gns

timet

able

s fo

r co

mpl

etio

n

Sets

pro

ject

ch

eckp

oint

s;

deve

lops

mea

ns

to r

emov

e ba

rrie

rs

Bal

ance

s pr

ojec

t co

mpo

nent

s to

en

sure

leas

t-be

st

cost

for

best

val

ue

Shift

s te

am p

rior

ities

w

hen

requ

ired

to

mee

t cl

ient

nee

ds

and

ensu

re c

ompa

ny

profi

tabi

lity

Lea

ders

hip

Serv

es a

s a

role

m

odel

for

peer

s in

dev

elop

men

t of

pro

duct

ive,

cu

stom

er

orie

nted

wor

k be

havi

ors

and

met

hods

Hel

ps p

eers

al

ign

thei

r ro

les

in r

elat

ion

to

pers

onal

, de

part

men

tal,

and

orga

niza

tiona

l ob

ject

ives

Acc

epts

ulti

mat

e ac

coun

tabi

lity

for

wor

k re

sults

of

Dir

ect

Rep

orts

Dev

elop

s sy

stem

s an

d pr

oced

ures

tha

t pr

oduc

e cu

stom

er-

orie

nted

pr

oduc

ts a

nd

serv

ices

Iden

tifi e

s th

e ne

ed

for

chan

ges

requ

ired

to

mee

t th

e de

man

ds o

f co

nsta

ntly

evo

lvin

g cu

stom

er

requ

irem

ents

; re

com

men

ds

prac

tices

to

addr

ess

Rem

oves

bar

rier

s to

in

nova

tion

with

in

com

pany

and

ad

vise

s cl

ient

co

ntac

ts o

n in

tern

al

proc

esse

s to

rem

ain

inno

vativ

e

Prof

essi

onal

In

tegr

ity

Tak

es

owne

rshi

p of

da

ily d

ecis

ions

; im

pact

s te

am

Ow

ners

hip

impa

cts

team

, ve

ndor

s

Ow

ners

hip

has

impa

ct o

n te

am,

vend

ors,

clie

nt

cont

act

at s

ame

leve

l

Ow

ners

hip

has

impa

ct o

n te

am,

vend

ors,

clie

nts,

ot

her

Acc

t M

anag

ers

Ow

ners

hip

has

impa

ct o

n te

am,

vend

ors,

clie

nts,

co

mpa

ny c

olle

ague

s

Ow

ners

hip

has

impa

ct o

n te

am,

vend

ors,

clie

nts,

co

mpa

ny c

olle

ague

s,

com

mun

ity

(con

tinue

d)

121

Pareto analysis is a problem-solving and decision-making approach that helps people uncover the true problem when processes aren’t working effectively. This helps leaders to focus on what’s important to the business and organiza-tional objectives, instead of spreading their energy across insignifi cant issues. Pareto analysis is used when someone wants to use a graphic visual to display the relative importance of several existing problems or conditions. A bar chart is the medium employed for the graphic, with the bars containing data points for the larger number of problems or incidents on chart, with smaller prob-lems on bar charts going from left to right. Once the most signifi cant problem is identifi ed, team members can brainstorm ways to address that problem fi rst, with the understanding that this resolution will impact the additional yet less signifi cant issues. The end result for leaders is objective decision-making.

Thisproblem isaddressedfirst

.

APPENDIX B: PARETO ANALYSIS DESCRIPTION

123

APPENDIX C: PACE OF CHANGE MODEL

P = Pace A= Building Acceptance

C = Commitment E = Execution

P

H

A

S

E

P

A

C

E

TIME

Copyright © Gravett and Associates 2008.

125

For each pair of items select (check) the alternative (A or B) that more closely describes your behavior or how you think. Even if both alternatives refl ect your behavior or belief, select only the one alternative that is more closely like you.

1A._____Just the thought of change makes me slightly nervous. 1B._____I empower people to change their behaviors by removing bar-

riers to change. 2A._____I plan ahead when I’m faced with change so I know in advance

how I’ll deal with contingencies. 2B._____I serve as a mentor and a coach, personally involved in others’

acceptance of change. 3A._____When hiring a new staff member, I focus on fi nding individu-

als who will make unique contributions to our organization. 3B._____People describe me as decisive. 4A._____I believe that a key role of change agents is coaching others. 4B._____Much of the success attributed to me as a change agent should

really be attributed to others around me and in support of me. 5A._____When hiring a new staff member, I carefully consider whether

that person, regardless of qualifi cations, will be fl exible. 5B._____I encourage people to take changes slowly and cautiously. 6A._____I build commitment to change by being a role model for

others.

APPENDIX D: CHANGE MANAGEMENT STYLE SELF-ASSESSMENT

126 APPENDIX D: CHANGE MANAGEMENT STYLE SELF-ASSESSMENT

6B._____I have to be totally convinced that a change is necessary, before I’m willing to change the way I do things.

7A._____I believe that time spent on collaborating with others about necessary changes is time well spent.

7B._____I can accept change even if I’m not totally committed to the need for change.

8A._____I learn from my mistakes and failures. 8B._____Once I see a need for change, I act on it. 9A._____I won’t accept excuses for not making necessary changes for

organizational success. 9B._____When I’m uncertain how to proceed to make positive change,

I often seek advice from staff at multiple levels within my organization. 10A._____Before I make a change of any kind, I take time to research

reasons behind the proposed change. 10B._____I believe an organization must be agile and make rapid

changes to meet market demands. 11A._____For the sake of effi ciency and effectiveness, there are some

business decisions that I should make myself and simply announce. 11B._____I believe innovation is a necessary aspect of doing business

in a global society. 12A._____Organizational structure needs to be fl uid and ready to

change rapidly as we face new competitive challenges. 12B._____Employees should work together to help their organization

succeed and grow through positive change. 13A._____I believe that the best way to achieve competitive success is

to establish a tried-and-true methodology and stick with it. 13B._____My decision-making could be described as transparent so

that others know not only what was decided but also how. 14A._____When it comes to change, people describe me as a doer. 14B._____I will avoid change if I believe it will adversely affect my

work style. 15A._____I encourage calculated risk-taking in others. 15B._____I believe that some people simply are not adept at taking

risks and should always avoid this behavior. 16A._____I use organizational change as a teaching method. 16B._____I sometimes make changes in the way I do my work just for

the excitement of doing something different. 17A._____I’m good at reacting to changes that occur on a daily basis.

APPENDIX D: CHANGE MANAGEMENT STYLE SELF-ASSESSMENT 127

17B._____I prefer a stable, steady organization in which decisions don’t have to be constantly reevaluated.

18A._____I take pride in my ability to respond positively to change. 18B._____I feel more pleased at the end of the days when I have taken

decisive action than when decisions or actions are still pending. 19A._____I build acceptance for change by asking for others’ input

about how impending changes will affect them. 19B._____I am not comfortable dealing with uncertainty and ambiguity. 20A._____I get upset when change is imposed on me. 20B._____I can roll with the punches if rapid change is occurring

around me. Copyright © Gravett and Caldwell 2015

129

Is there a clear vision for the ideal/future state? – Are employees excited about what’s in store for them for the

future? – Do employees understand how the change will benefi t them and

all stakeholders? – Is there a clear expectation of what the change will look like? – Is there a clear understanding of the reason(s) for the change? – Are there consistent, unambiguous messages from leadership on

the reason(s) for the change? – Is there participation and input from middle managers and super-

visors on the change process? – Is there a safe outlet for feedback and questions about the change? – Is the leadership team clearly accountable for the success of the

change effort? – Do leaders demonstrate commitment to the change through

words and actions? – Are leaders willing to commit resources to the change process? – Are stakeholders, who have to carry out the change, well trained

and have appropriate resources? – Is there a plan to sustain the change effort through HR systems,

training, and communication? – Have new measurement and reward systems been designed and

communicated?

APPENDIX E: CHANGE READINESS CHECKLIST

– Is the organization’s structure appropriate for the future state? – Is there a plan for shifting the change process to adapt to shifting

circumstances?

Gravett and Associates www.gravett.com

131© The Editor(s) (if applicable) and The Author(s) 2016L.S. Gravett, S.A. Caldwell, Learning Agility, DOI 10.1057/978-1-137-59965-0

For each item, place the most accurate response to the left of each number.

Almost Rarely Occasionally Sometimes Usually Always 1 2 3 4 5

___1. If I hear an unfamiliar word in a conversation, I look up the meaning.

___2. I enjoy working with others to try to solve problems. ___3. If I don’t know the answer to something, I am comfortable

asking. ___4. I’m comfortable when circumstances that affect my work change. ___5. New experiences are not learning opportunities for me. RS ___6. I easily retain new information. ___7. I can deliver results amidst changing circumstances. ___8. I’m optimistic that I can learn new information. ___9. I don’t make an effort to learn from my mistakes. RS ___10. I’m very logical when I solve problems. ___11. I enjoy a change of pace in the way I do things. ___12. I understand the best approach for me to learn something new. ___13. I enjoy researching new information. ___14. I seek out feedback on my skills and abilities. ___15. I don’t accept others’ information at face value. ___16. I can put aside a project and switch to another when necessary.

APPENDIX F: LEARNING-AGILITY SELF-ASSESSMENT

132 APPENDIX F: LEARNING-AGILITY SELF-ASSESSMENT

___17. I fi nd satisfaction in digging deeply into ways to solve problems. ___18. If one problem-solving approach doesn’t work, I move to

another. ___19. I seek out people to learn about subjects outside my work fi eld. ___20. I do not enjoy assignments that force me to learn something

new. RS ___21. I can fi nd a way to get things done even when I don’t have

clear directions. ___22. I seek out people to show me ways to be more effi cient and

effective. ___23. I enjoy learning from others. ___24. I look for ways to use new knowledge. ___25. People seem to come to me when they need help solving

problems.

Mental People Change Results

Item #1 Item #25 Item #4 Item #3

Item #6 Item #14 Item #5 Item #10 Item #8 Item #19 Item #7 Item #15 Item #9 Item #22 Item #11 Item #17 Item #12 Item #23 Item #13 Item #18 Item #20 Item #2 Item #16 Item #21

Item #24 Total Total Total Total

SCORING INSTRUCTIONS: Put the number value for each item you checked beside the item number. The dimension of Learning Agility is at the top of each column. See Reverse Score template below for items marked RS.

APPENDIX F: LEARNING-AGILITY SELF-ASSESSMENT 133

SCORING INTERPRETATION FOR COLUMN SCORES Low Competency: 18 or less. Moderate Competency: 19–24. High Competency: 25–31.

Score Level of competency Low You tend to avoid activities that promote learning agility. Gaining

competency in this area will take effort and patience. Moderate You tend to be comfortable with activities that promote learning agility,

although you don’t always go out of your way to use this competency. With some effort you could build learning agility, and the experience would be very satisfying.

High This is your comfort zone, where you show a high level of confi dence and learning agility. You are encouraged to coach others on achieving higher levels of learning agility.

Reverse Score Template : 5 = 1; 4 = 2; 3 = 3; 2 = 4; 1 = 5.

Copyright © 2014 Gravett and Caldwell

135© The Editor(s) (if applicable) and The Author(s) 2016L.S. Gravett, S.A. Caldwell, Learning Agility, DOI 10.1057/978-1-137-59965-0

Sample. Name: EmployeeDate: 2/4/15 Response Scale.

Rarely Occasionally Sometimes Usually Almost Always

1 2 3 4 5

1. If I hear an unfamiliar word in a conversation, I look up the meaning. 5

2. I enjoy working with others to try to solve problems. 5

3. If I don’t know the answer to something, I am comfortable asking. 5

4. I’m comfortable when circumstances that affect my work change. 5

5. New experiences are not learning opportunities for me. 1

6. I easily retain new information. 4

7. I can deliver results amidst changing circumstances. 5

8. I’m optimistic that I can learn new information. 5

9. I don’t make an effort to learn from my mistakes. 1

10. I’m very logical when I solve problems. 5

11. I enjoy a change of pace in the way I do things. 4

12. I understand the best approach for me to learn something new. 5

13. I enjoy researching new information. 5 (continued)

APPENDIX G: LEARNING-AGILITY ASSESSMENT

136 APPENDIX G: LEARNING-AGILITY ASSESSMENT

14. I seek out feedback on my skills and abilities. 4

15. I don’t accept others’ information at face value. 1

16. I can put aside a project and switch to another when necessary. 5

17. I fi nd satisfaction in digging deeply into ways to solve problems. 5

18. If one problem-solving approach doesn’t work, I move to another. 5

19. I seek out people to learn about subjects outside my work fi eld. 4

20. I do not enjoy assignments that force me to learn something new. 1

21. I can fi nd a way to get things done even when I don’t have clear directions. 5

22. I seek out people to show me ways to be more effi cient and effective. 5

23. I enjoy learning from others. 5

24. I look for ways to use new knowledge. 5

25. People seem to come to me when they need help solving problems. 4

Mental Agility: 29 People Agility: 27 Change Agility: 29 Results Agility: 30

INTERPRETATION OF RESULTS The employee has high competency in all four areas of learning agility: mental, people, change, and results.

The employee’s highest competency is in getting results. When situa-tions are changing, the employee can remain calm and work through the changes by appropriately refocusing their efforts.

The employee has the capacity to solve problems in complex situations, involving quantitative and qualitative data. The employee has an ability to synthesize information and discern the salient points required to make a sound decision.

The employee is also high in people agility, although of the four com-petencies this is their lowest. The employee has the capacity to relate to different types of people and adapt their work style so as to get maximum results when working with team members.

As the employee’s coach or supervisor, the biggest challenge will be to keep them engaged and interested in the work and work environment. The employee will require assignments that are challenging and peers and supervisors who stimulate the employee’s intellect.

(continued)

137

APPENDIX H

Recall the Recommended Learning Agility Interview Questions from Chap. 3

1. Would you prefer to learn by reading instructions, watching someone else perform a task, or by doing it on your own by trial-and-error?

2. Do you think it’s important to always have an answer for customer’s questions—why or why not?

3. Is this true or not true of you: I like logical, analytical approaches to solv-ing problems. Describe an experience that fi ts your problem- solving style.

4. Share an example of a time when you had to collaborate with a coworker to succeed at completing a project. Specifi cally how did you work together to do a good job?

5. How do you use failure as a learning opportunity? 6. Describe an assignment that you volunteered for at work, even though

you weren’t 100 % sure that you knew how to proceed at the beginning. 7. What do you see as your top skill, and how did you learn it? 8. Describe a crisis you had to handle at work, grade yourself on how you

handled it, and explain why you assigned that grade to your performance. 9. When you’re leading or participating on a team, what steps do you take

to get team members to contribute ideas? 10. What is the your most challenging aspect of making decisions when cir-

cumstances are constantly changing, and how do you handle this? 11. In most circumstances, do you keep your thoughts to yourself when

you disagree with your boss or do you try to convince the boss that you’re right?

138 APPENDIX H

12. What are some of the typical challenges you encounter when you’re working, and how do you overcome those challenges?

13. If people don’t respond positively to you, how do you try to win them over?

14. What type of work activities do you fi nd enjoyable and what do you fi nd yourself avoiding through tactics such as procrastination?

15. When you receive feedback on areas in which you could improve your skills, how do you approach responding to the feedback?

16. What have you done recently that’s something you haven’t ever done? 17. What steps do you take to incorporate others’ ideas into your projects

and responsibilities? 18. Describe the types of advice that coworkers seek you out for. 19. Describe a situation that demonstrates your ability to anticipate trends

accurately. 20. Describe a time when you facilitated a meeting or conversation in which

creativity and new idea generation were important.

Below is the recommended answer guide to the above questions. How did your initial responses compared to the desired answers?

Answer Guide to Learning Agility Interview Questions

1. Answer Guide: The candidate should demonstrate self-awareness about how they learn and integrate new information into everyday activities.

2. Answer Guide: The candidate should exhibit a willingness to go to cowork-ers or supervisors whenever they don’t have complete answers to questions.

3. Answer Guide: If a candidate is applying for a technical position that requires analysis and a logical thought process, they should be able to discuss specifi c examples of a concrete problem-solving approach used successfully in the past.

4. Answer Guide: The candidate should display an ability to include others’ perspectives and experiences in completing assignments.

5. Answer Guide: The candidate can provide one or two examples of unsuc-cessful attempts at an assignment and how they learned from those experiences.

6. Answer Guide: The candidate should demonstrate a willingness to take on projects even though they weren’t completely certain at the begin-ning how to complete every phase of the project.

7. Answer Guide: The candidate should exhibit self-awareness about how they take in and process new information.

8. Answer Guide: The candidate should have a calm approach toward iden-tifying and handling priorities during crisis management and a clear rea-son for assessing performance.

APPENDIX H 139

9. Answer Guide: The candidate should demonstrate a willingness to learn from team members, regardless of their individual role, in the team prob-lem-solving process.

10. Answer Guide: The candidate should exhibit an understanding of the importance of organizational and personal change and ways to stay calm during times of change.

11. Answer Guide: The candidate should demonstrate a willingness to articu-late their perspectives and ideas in a respectful, straightforward manner.

12. Answer Guide: The candidate should demonstrate self-awareness about situations that aren’t easy for them and the type of job aids or tools used to overcome those barriers.

13. Answer Guide: The candidate should exhibit an ability to understand others’ learning styles and adapt individual conversations to that style.

14. Answer Guide: The candidate’s response will indicate what types of tasks will likely come easily as they learns the job and which ones might require some guidance or job aids such as reference manuals.

15. Answer Guide: The candidate should demonstrate a willingness to listen to and learn from coworkers’ and supervisors’ input rather than taking it personally or deferring blame.

16. Answer Guide: The candidate should demonstrate a willingness and enthusiasm to try new experiences and learn from those experiences.

17. Answer Guide: The candidate should demonstrate an ability to visualize how other peoples’ creativity can add value to their own projects and tasks.

18. Answer Guide: The candidate should have specifi c examples of how oth-ers come to them for guidance on managing through change and adapt-ing their work methods to change and growth.

19. Answer Guide: The candidate should provide specifi c examples of their thought process around spotting future trends and preparing for those trends as they apply to their organization or role.

20. Answer Guide: The candidate should demonstrate the ability to facilitate others’ creativity and discussion of new approaches and applications.

141

PREPARING FOR DIFFICULT CONVERSATIONS How would you describe the person with whom you’ll be talking? _____________________________________________________________________________________________________________________________________________________________________________________________.

How do you think this person would describe you? _____________________________________________________________________________________________________________________________________________________________________________________________.

Describe specifi cally the behavior you’re dissatisfi ed with. _____________________________________________________________________________________________________________________________________________________________________________________________.

What evidence do you have of this behavior? _____________________________________________________________________________________________________________________________________________________________________________________________.

APPENDIX I: PREPARING FOR DIFFICULT CONVERSATIONS

142 APPENDIX I: PREPARING FOR DIFFICULT CONVERSATIONS

Describe specifi cally the behavior you want. _____________________________________________________________________________________________________________________________________________________________________________________________.

What are the consequences/impact if the person doesn’t change? _____________________________________________________________________________________________________________________________________________________________________________________________.

Based on what you know of this person, what are they likely to say or do when confronted with your dissatisfaction? _____________________________________________________________________________________________________________________________________________________________________________________________.

If this happens, what will you say or do in return? _____________________________________________________________________________________________________________________________________________________________________________________________.

143© The Editor(s) (if applicable) and The Author(s) 2016L.S. Gravett, S.A. Caldwell, Learning Agility, DOI 10.1057/978-1-137-59965-0

INDEX

A ABC Company , 5 Accenture , 80 Apple , 3, 14–16

B Babcock, Pamela , 16 Baby Boom generation ,

10, 62, 111 Bar-On, Reuven , 29 Bersin & Associates , 11 Bianco, Al. , 79 blended-learning , 5, 50 body language , 23, 60–61 Bridging the Generation Gap (Gravett

and Throckmorton) , 10, 47, 52

C career matrix , 64, 83

sample , 118–120 Caruso, D. R. , 110 CEOs , 2–3, 6, 12–15

change agility , 2, 14, 29, 31, 34, 53–54, 105

change management style self- assessment , 125–127

change readiness checklist , 129–130 change management dashboard , 54,

55 CHOICES Architect , 3, 30–31, 83 coaches and coaching , 12, 34, 39, 50,

54–55, 60–61, 64, 78, 98, 100–102, 105, 119

competency mapping , 62–64 Connolly, James , 3 core competencies , 74, 81–83

communication skills , 45 and competency mapping , 62–64 customer orientation , 48 and directed assignments , 44–49 and leadership development , 97 managing change , 46 master of technology , 47 objective setting and results

orientation to achieve strategic plans , 45

144 INDEX

core competencies (continued) team building , 48 and 360–degree performance

evaluations , 101 understanding and managing

diversity , 47 visioning , 46

core values , 13, 15, 50, 53–54 creativity , 26–27, 37, 40, 52, 58, 76,

85, 112, 114 critical analysis , 12–13, 15

D Dale Carnegie training and courses ,

48, 57 debriefi ng

defi ned , 42–43 and group exercises , 23–27 and Pareto analysis , 112

decision making , 12–13, 112, 114, 121 . See also Pareto analysis; problem solving

diffi cult conversations , 141–142 directed assignments , 34, 44–45, 49,

52, 98 disagreements , 20, 50, 137 DiSC profi le (dominance, infl uence,

steadiness, and compliance) , 13, 59

Dweck, Carol , 39

E Edison, Thomas , 2, 5 Eli Lilly , 5 Emerging Leaders program , 29,

79–80, 102 emotional intelligence , 4, 12, 29,

55–56, 61, 111 advantages of emotionally

intelligent training , 55

F fl exible scheduling , 114–115 fl ow chart . See quality evolution chart

(QEC) Fortune 500 companies , 3, 80, 83 FYI for Learning Agility , 105

G generation gap , 10 Generation X , 10, 62 Generation Y , 10, 52, 81 Gertsner, Lou , 2 Google , 15–16, 49 Got A Solution? (Dwyer and Caldwell) ,

39, 46 Gravett Caldwell Learning Agility

Assessment , 81 group exercises

Aardvark Activity , 25 Build-a-Project , 26 Construction Paper Activity , 23–24 Drawer/Describer Activity , 22–23 From Junk to Putter , 27 Leaderless Task , 22 LEGO Activity , 26 Newspaper Article Activity , 24–25 Survivor Game , 26–27 Tower Power Task , 22

H Hawthorne effect (observer effect) , 72 Hewlett Packard , 15 Hogan Assessments , 29

I IBM , 2, 9, 15–16 individual development plans (IDPs) ,

34, 35, 39–40, 49, 53, 56, 64, 74, 83, 99–100

INDEX 145

K Korn/Ferry Institute , 30, 83

L leadership development , 31, 80,

96–98 Leadership in Balance: New Habits of

the Mind (Kucia and Gravett) , 10 leadership gaps , 98 learning agility

advantages for organizations , 9–16 assessment , 135–136 case studies , 79–92 and competency mapping , 62–4 conducive environments for , 37–56 defi ned , 1 future of , 109–115 group exercises as assessment tool ,

22–29 and interpersonal skills , 60–2 and intrapersonal skills , 59–60 interviewing for , 19–22, 137–139 metrics , 71–77 and process maps for job functions ,

65–69 and Return on Investment (R.O.I.) ,

76 and role-play , 92–94 self-assessments , 29, 31–35 sustaining a culture of , 95–107 testing for , 29–35, 135–136 and verbal abilities , 56–58 and visual/spatial abilities , 58–59 workplace focus areas , 49–51

learning agility, types of change , 2, 14, 29, 31, 34, 53–54,

105 mental , 2, 12, 29, 31, 32, 51 people , 2, 14, 29, 31, 55–56, 61 results , 2, 29, 31, 33, 62, 105

learning styles , 56–59, 84–85, 106, 113

lessons of experience , 7 Lessons of Experience (McCall,

Lombardo, and Morrison) , 103 Lombardo, M. M. , 7, 103 Lominger Limited, Inc. , 29

M McCall, M. W. , 7, 103 Millennial generation , 61 mental agility , 2, 12, 29, 31, 32, 51 mentoring , 6, 12, 34, 39, 55, 74, 92,

107 and career matrix , 83, 119 and individual development plans ,

99 and leadership development , 98 mentorship culture , 50–53 mentorship initiative , 81–82

metacognition , 112 metrics , 71–77 Microsoft , 15–16, 80 Mindset (Dweck) , 39 mindsets , 37–39 mission , 62, 96, 101 Mission Statement , 50, 65, 68 Morrison, A. M. , 7, 103 multitasking , 32, 51

N neuroscience , 109, 113–14 nonprofi t sector , 11, 80–81 nutrition , 106

P PACE of change model , 123 paid time off (PTO) , 38–39, 51 Pareto analysis , 41, 62, 112, 121 people agility , 2, 14, 29, 31, 55–56,

61 performance feedback , 50, 100

146 INDEX

physical exercise , 51, 105–106 power , 49–50, 54, 77 problem solving , 77, 87, 119, 132

as core competency , 62, 82 defi ned , 13 and group exercises , 22 and learning ability , 15, 20, 32,

40–41 and neuroplasticity , 109

( see also Pareto analysis ) process maps for job functions , 65–69

sample process map , 66–67 promotion , 4, 7, 74, 80–81, 103

Q quality dialog questions (QDQs) , 40,

42, 82 quality evolution chart (QEC) , 41–42

R resource library , 50, 51 results agility , 2, 29, 31, 33, 62, 105 Return on Investment (R.O.I.) , 76 role-play , 92–94

S Salovey, P. , 115 scientifi c management , 114 self-assessment

change management style self- assessment , 125–127

of learning agility , 31–35, 131–133 results from adding self-assessment

of learning agility to hiring process , 35

self-awareness , 13, 15, 29, 38, 89, 91, 111–112

Sloan Center on Aging & Work , 10 SMART (specifi c, measurable,

achievable, relevant, time-based) criteria , 45, 73, 75

Steady Eddies (type of employee) , 37–38, 105

Sullivan, John , 15–16 SWOT analysis , 65

T talent management , 3, 6, 10, 29–31,

83, 96, 103, 105, 114 Talking Talent , 29, 83–84 3M , 14 360–degree assessment/review , 30, 82

advantages , 100–101 disadvantages , 101–107

Toastmasters , 57 tuition reimbursement , 83, 85–86 turnover , 3, 27, 28, 35, 76, 81–82,

84–85

U Using Your Emotional Intelligence to

Develop Others (Caldwell and Gravett) , 12, 29, 45

V vision , 1, 12, 46, 54, 56, 62, 96, 101,

111, 129 Vision Statement , 65, 68 Voice of the Customer service , 13 Vorhauser-Smith, Sylvia , 114