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  • Leadership Training for Managers Reference Guide

    www.dalecarnegie.com

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Copyright 2003, 2004, 2006, 2007, 2010, 2013Dale Carnegie & Associates, Inc.290 Motor ParkwayHauppauge, NY 11788

    All rights reserved. Except as permitted under the U.S. Copyright Act of 1976, no part of this publication may be reproduced, distributed, or transmitted in any form or by any means, or stored in a database or retrieval system, without prior written permission of the publisher.

    Printed in the U.S.A.

    ISO-404-PD-LR-0730-V5.0

    Follow Dale Carnegie Training On-Line!

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Table of Contents

    Where People and Process Meet .......................................1The Five Drivers of Success ..................................................3The Innerview ........................................................................6Tyranny of the Urgent ...........................................................9The Innovation Process .......................................................10The Planning Process ...........................................................15Performance Results Description ....................................19RAVE Performance Appraisals ..........................................20Cycle of Development .........................................................21The Coaching Process ..........................................................22Understanding Motivation ................................................28Recognition Systems ............................................................29The Delegation Process ......................................................30Follow-up Process for Maintaining Accountability ...34Holding People Accountable ............................................35Accountability ........................................................................36Reasonable Allowable Margin of Error ..........................36The Right Approach to Handling Mistakes ..................37Interactive Communication ...............................................42Levels of Listening ................................................................43Selling Change .......................................................................44Human Relations Principles ...............................................45Taking Charge of Stress .......................................................48

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 1 Dale Carnegie Training

    Develop Personal LeadershipRecognize Human Potential

    Lead Effective MeetingsCommunicate to Lead

    Handle MistakesMake Decisions

    PlanningInnovationDelegation

    PerformanceAppraisal & Coaching

    Achieve Organizational Results

    Planning

    Self-DirectionPeople SkillsProcess Skills

    CommunicationAccountability

    Where People and Process MeetCopyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 2

    Points of overlap createDrivers, common to both

    Leadership and Management

    People

    Leadership

    Process

    Management

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 3 Dale Carnegie Training

    The Five Drivers of Success

    Successful leaders focus on building skills in five interrelated areas: self-direction, people skills, process skills, communication, and accountability.

    1 Self-Direction Leaders are self-directed. They have vision. They

    set goals and achieve them. They dont need others to tell them what to do or how well to do it. They know the results that they are responsible for and, being empowered, they move forward toward those outcomes. They follow their values to create an environment through their leadership style, systems and processes for others in the organization to be self-directed and empowered.

    2 People Skills The single greatest cause of failure in newly

    promoted executives and managers is the inability to form effective teams and partnerships at all levels inside and outside the organization. Dale Carnegie Training is built on time-tested principles of human relations that enable leaders to create an environment that is safe, open, and encourages growth. Through consistent application of these principles and methods for accentuating positive performance, we develop leadership habits. Leaders build relationships of trust and respect.

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 4

    3 Process Skills We can put great people in poor systems and

    processes, and they may fail. We cannot see a process; we see the people that use the process, and it is easier to blame the poor performer than the process. Leaders demonstrate the ability to plan, innovate, define clear performance objectives, delegate, utilize time effectively, analyze problems, and make decisions. Leaders know people support a world they help create. It takes effective people skills to ensure that our processes work for us at optimum levels.

    4 Communication Leaders learn by demonstrating effective

    questioning and listening. They understand that even the associate on his or her first day on the job can offer insights and innovations that add value. Through application reports and meeting facilitation skills, we improve our ability to reach others. Leaders create opportunities to listen and learn. Communication is the glue that holds an organization together. Not only is it critical to be good communicators, we require the right systems and processes in place to ensure communication is effective throughout the organization.

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 5 Dale Carnegie Training

    5 Accountability Leaders quickly and emphatically admit their own

    mistakes and lead by example. They know how to close the gap between expected performance and actual results. Leaders coach, guide, support, and train others to achieve mutually agreed on goals and objectives. Leaders also create and monitor systems and processes of control and accountability within their organization so people have the freedom to achieve results.

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 6

    The Innerview

    Conducting an Innerview is a proven method of deepening our connection to our people. We ask questions in three basic categories:

    Factual QuestionsThese are questions that are of a typical conversational nature that revolve around factual information. The answers to these questions are occasionally found in personnel files. Examples of factual questions are:

    Where did you grow up?

    What kind of activities were you involved with as a child?

    What was your first job?

    What were your interests in school?

    How long have you worked here?

    Tell me about your family.

    What do you do for recreation?

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 7 Dale Carnegie Training

    Causative QuestionsThese are questions to determine the motives or causative factors behind some of the answers to the factual questions. These are typically why and what questions. Examples of causative questions are:

    Why did you pick that particular school?

    What caused you to study ?

    What caused you to pursue that profession?

    How did you happen to come to work for this organization?

    How did you get involved with that particular hobby?

    Purposes

    Results

    The Innerview Process

    ConversationBuilding

    CommonGround

    Networking

    CommonNeeds

    TrustBuilding

    CommonValues

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 8

    Value-Based QuestionsThese are questions that help connect us to a persons value system. They are designed to help a leader hear the worth that his or her people place on things. These are questions that people rarely ask but give a greater view of the inner person. Examples of value-based questions are:

    Tell me about a person that had a major impact on your life.

    If you had it to do over again, what, if anything, would you do differently?

    As you look back over your life, tell me about a turning point.

    It is obvious from our discussions that you have many accomplishments. Tell me about something that you look back on as a high point or a point of pride.

    You have probably also gone through some tough times. Tell me about a time that was particularly low for you emotionally or physically. What got you through that low point?

    What words of wisdom would you give a young person if he or she sought your advice? How would you sum up your personal philosophy in a sentence or two?

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 9 Dale Carnegie Training

    Tyranny of the Urgent

    Time is the scarcest resource of managers. If it is not managed,

    nothing else can be managed. P e t e r D r u c k e r

    Original concept by Charles E. Hummel

    1

    Not I

    mpo

    rtant

    Impo

    rtant

    Urgent Not Urgent

    3 4

    2%

    %

    %

    %

    %

    %

    %

    %

    %

    %

    %

    %

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 10

    OrganizationProductService

    Visualization

    Fact Finding

    Problem or OFI Finding

    Idea Finding

    Solution Finding

    Acceptance Finding

    Implementation

    Follow up

    Evaluation

    Picturing the Should-Be (Ideal future)

    Determining the As-Is(Data gathering within the current state)

    Identifying and prioritizingproblems or opportunities

    Green-Light Thinking for ideas(Brainstorming)

    Red-Light Thinking to determinethe best solution or approach

    Putting solutions into action(Execution)

    Monitoring implementation

    Identifying and assessing end results

    Gaining approval and support

    The Innovation ProcessCopyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 11 Dale Carnegie Training

    The Innovation Process

    Begin by looking in your organization, department, or service for situations where the Innovation Process could be utilized as a problem-solving or opportunity-exploring tool.

    S t e p O n e : Vi s u a l i z a t i o n What is your goal or objective? Create a picture of what you want the outcome to be and develop a vision of what the ideal Should-Be situation will look like. Whether this is a problem to be overcome or an opportunity for improvement, the visualization process helps set the scene and motivation for moving forward.

    S t e p Tw o : Fa c t F i n d i n gGet the facts. Look at the who, what, when, where, why, and how of situations. Whether positive or negative in the outcome, facts are neutral. The details we accumulate MUST BE FACTUAL. We defer judgment about the facts and simply accumulate them. Once collected, the facts that weve accumulated point to symptoms or causes that, when eliminated, lead to the resolution of the challenges. Keep in mind that the right solution to the wrong problem can be more dangerous than the wrong solution to the right problem. Opportunities and problems can then be prioritized.

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 12

    S t e p T h r e e : P r o b l e m o r O p p o r t u n i t y F i n d i n gIf you already know a problem, the process can start here. The way we state a problem influences whether we get creative or judgmental input. Our objective is to defer judgment and avoid finger pointing mentally or verbally. Therefore the problem or opportunity is phrased in the form of In What Ways Can We (IWWCW) ? For example, In what ways can we increase sales? or In what ways can we decrease costs?

    S t e p F o u r : I d e a F i n d i n gWe can do this step individually or in a group. Group participation is popularly labeled brainstorming. No judgmental thinking is permitted at this stage. To ensure that we drive out the fear of embarrassment, we ask participants to write before they talk. This allows people to concentrate on quantity vs. quality. It allows idea fluency without group members reacting to or judging others opinions or ideas.

    S t e p F i v e : S o l u t i o n F i n d i n gJudicial thinking takes place in this step. We evaluate ideas produced in the Green-Light Thinking. After sufficient writing takes place, the facilitator asks participants to determine their best and silliest ideas. The facilitator does not taint the discussion by giving his or her idea first. During discussion of the silliest ideas, the facilitator should go first to ensure that the participants wont be embarrassed.

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 13 Dale Carnegie Training

    Three options for determining solutions are: getting a consensus from the team or group, voting for the best ideas, or using the criteria method. The criteria method, based on the ideas generated, asks What criteria MUST these solutions fit within? What criteria must we ABSOLUTELY have as a result? Determining ABSOLUTE and DESIRABLE criteria makes the decision-making process objective and less personal.

    S t e p S i x : A c c e p t a n c e F i n d i n gUnless you are personally going to implement the solution, you may require other people involved, and that may present a whole new set of issues. Anticipate objections and perhaps start the process again at Step Three (i.e., IWWCW get buy-in?). The Innovation Process is therefore often not a linear technique; one solution may become a new problem, or after one solution you may go back to problem/opportunity finding and start over again in a new direction.

    S t e p S e v e n : I m p l e m e n t a t i o nIn the Green-Light Thinking and Red-Light Thinking steps, you identified ideas and solutions. Now you put them into action. Set up a time-frame listing each phase of the project to its completion. For a more detailed look, replace Steps Seven through Nine with the Planning Process.

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 14

    S t e p E i g h t : F o l l o w U pThis step is your assurance that you are on track. Set up follow-up meetings in 30 and 60 days. Dont put off what you have started. Keep the momentum going.

    S t e p N i n e : E v a l u a t i o nHave you achieved the results you wanted? Do things seem to fall into place? This last step is the tell-all for the process. What was the cost/benefit or Return on Investment (ROI) for you, your department or team, and the organization?

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 15 Dale Carnegie Training

    The Planning Process

    Desired Outcome

    Current Situation

    Goals

    Action Steps

    Time Frames

    Resources

    Obstacles and Contingencies

    Tracking and Measurement

    12345678

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 16

    The Planning Process

    S t e p O n e : D e s i r e d O u t c o m eWhat outcomes will we accomplish in the scope of this plan? How does this fit into the organizations overall Should-Be situation? Create a picture of what you want the outcome to be and how others would benefit.

    S t e p Tw o : C u r r e n t S i t u a t i o nDetermine the reality of the current situation. Where are you today? Leaders make a thorough estimate of the situation both internally and externally to obtain a clear understanding of the factors that might help or hinder their efforts and enable them to set realistic goals.

    S t e p T h r e e : G o a l sDefine and set the goals. Realistic goals form the basis for most important management decisions. Leaders know that without goals, people will be task-oriented rather than results-oriented. Leaders give careful attention to setting realistic, reasonable, challenging, and attainable goals. These are separated into bite-sized pieces, which may be assigned to individuals in line with the particular skills and abilities needed to achieve them. This makes these goals less formidable and brings them down to a level where they may be more readily accomplished.

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 17 Dale Carnegie Training

    S t e p F o u r : A c t i o n S t e p sWork out a definite program, including action steps. Many times, achievement falls short of goals because effective, workable programs and plans of action to achieve these goals are not carefully thought out and formulated. Follow-up plans and programs can assure achievement of desired results if attended to on a consistent and continuing basis. Leaders must teach their team members how to plan effectively to achieve assigned goals.

    Leaders need to involve team members so that everyone will clearly understand:

    The requirements for achieving set goals

    Who will do which part of each job

    How the different parts tie together

    The conditions that help and hinder goal achievement

    Timingwhen plans and ideas are put into effect

    How all functions are coordinated properly

    Determine methods to be used. Leaders who consistently turn in an outstanding performance record leave nothing to chance. They consistently search for the most effective methods to get programs and plans of action translated into desired results.

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 18

    S t e p F i v e : T i m e F r a m e sSet timetables. The work to be done is programmed so that each phase is achieved at a prescribed time. Deadlines are set so that all concerned are aware of them and strive to meet them.

    S t e p S i x : R e s o u r c e sEstimate the cost of the plan. Because it is important that all managerial activities be cost effective, all plans take into consideration the costs of people, material, and time.

    S t e p S e v e n : O b s t a c l e s a n d C o n t i n g e n c i e sWhenever we set our goals, we plan for obstacles and contingencies. We often allow for extra time, possible changes in costs or resources, and challenges that threaten the quality of the results. If we are thorough in our planning, we often save ourselves and our organizations from potential setbacks.

    S t e p E i g h t : Tr a c k i n g a n d M e a s u r e m e n tSuccessful managers turn in consistently good achievement records by maintaining effective performance measurement systems. Their focus is on the factors that might interfere with achieving desired results, and they are alert to indicators that warn them of potential problems. In this way, corrective actions are taken and the goals achieved.

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 19 Dale Carnegie Training

    Performance Results Description

    Vision/Mission: From your organization.

    Values: From your organization.

    Position Goal: The reason your job exists.

    Key Result Areas: The areas in which you must accomplish specific results that, when collectively achieved, fulfill the job function.

    Performance Standards: Conditions that must exist when the KRA has been satisfied. Performance standards should be specific, measurable, attainable, results-oriented, and time phased. Activities: A list of activities that we do in order to accomplish our job responsibilities.

    Key Skills: Identifies what we must know, or know how to do, in order to be able to do our jobs.

    Vision/Mission

    Results

    Values

    Position Goal

    Alignment

    Key Result Areas

    Standards

    Activities

    Skills

    Organization

    IndividualPerformance

    Individual & Organization

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 20

    RAVE Performance Appraisals

    RAVE identifies what we should remember in conducting a performance appraisal meeting.

    Review the PRD for the Should-Be and all necessary changes.

    Analyze the Monthly Project Lists for the As-Is performance, and discuss and identify gaps and opportunities for improvement.

    Vision future growth and development for the individual to get to the next level.

    Encourage the person.

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  • 21 Dale Carnegie Training

    Cycle of Development

    More Coaching

    Feedback

    Follow-Up

    Accountability

    Measurement

    Recognition

    Right Practice

    With Strong Coaching

    Fundamentals

    Concepts

    Principles

    Need To

    Want To

    Can DoMotivation Gap

    Will Do

    Show Me How

    Knowledge Trap

    Habit

    Skill Knowledge

    Attitude

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 22

    The Coaching Process

    Identify Opportunities

    Picture the Desired Outcome

    Establish the Right Attitudes

    Provide Resources

    Practice & Skill Development

    Reinforce Progress

    Reward

    1234567

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 23 Dale Carnegie Training

    The Coaching Process

    S t e p O n e : I d e n t i f y t h e O p p o r t u n i t y There are five ways to identify opportunities

    1. You identify an opportunity for another person.

    2. The person identifies an opportunity for themselves.

    3. A customer, vendor, or other outsider identifies an opportunity.

    4. You identify new skills needed within your team.

    5. A situation creates an opportunity.

    S t e p Tw o : P i c t u r e t h e D e s i r e d O u t c o m eOnce the opportunity is identified, it is important to take the time and pinpoint what the situation will look like when the gap is filled.

    One of the most important concepts in coaching is having a vision or end goal in mind. Without that, people often lose sight of the importance of making the needed changes. How we create this picture of what is possible is the central component of this step in the Coaching Process.

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 24

    S t e p T h r e e : E s t a b l i s h t h e R i g h t A t t i t u d e sHow well we really know our people may determine how quickly we know that we have the right trainee for the job and how they are motivated. This step is a critical part of the process of effective coaching.

    We often hear that people resist change. People resist being changed when they:

    1. dont see the need,

    2. dont want to do it, or

    3. believe that the change is not possible for them. Whenever people are asked to change without their buy-in, we create resistance.

    Skills required to cut resistance and move through the Coaching Process. These skills are:

    Leadership.

    Communication.

    Building trust.

    Getting commitment vs. compliance.

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 25 Dale Carnegie Training

    S t e p F o u r : P r o v i d e t h e R e s o u r c e s In order for a Coaching Process to be successful,

    it is important the appropriate resources be available. This includes time and, most importantly, a personal commitment to succeed by all involved.

    Other resources may include money, equipment, training, information, and upper level buy-in and support.

    Ensure that the appropriate resources are in place and available.

    S t e p F i v e : P r a c t i c e & S k i l l D e v e l o p m e n tOnce the resources are in place and the correct skill set has been identified, explained, and demonstrated, it is now time for the associate to practice and apply what has been learned. In order for knowledge to evolve into a skill we practice it and perfect the skill with the help of a coach, ensuring that we are practicing the new skill and not the old habit. Practice also allows the coach to identify strengths and opportunities for improvement.

    How to encourage others to success.

    How closely to monitor and when to let go.

    How to hold others accountable for progress.

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 26

    S t e p S i x : R e i n f o r c e P r o g r e s sMaking progress is one thing, but without a way to reinforce it and keep it in place people may quickly go back to the way they did things before.

    Some of the skills we must look for in reinforcement of coaching are:

    Empowering people to get results after they have learned new skills.

    Giving the right kind of feedback.

    Following up.

    Handling nonperformance issues.

    Handling mistakes and people who get off track.

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 27 Dale Carnegie Training

    S t e p S e v e n : R e w a r dOne of the best ways to cement growth and progress is to reward it. What we reward gets repeated. What gets repeated becomes habit.

    Habit is stronger than knowledge. To ensure change happens quickly and is kept in place as long as needed, celebration and reward are important.

    Some of the skills we put into coaching in this step of the process are:

    Praise and recognition.

    Positive feedback techniques.

    Recognizing peoples strengths as well as accomplishments.

    Having the right credibility and impact in the delivery.

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 28

    Understanding Motivation

    H i e r a r c h y o f N e e d s

    F o r m u l a f o r S i n c e r e A p p r e c i a t i o n

    ThingsAccomplishmentsPersonal qualities, strengths, and traitsEvidence

    Self-Actualization

    Importance

    Belonging

    Security

    Survival

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 29 Dale Carnegie Training

    Recognition Systems

    Formal: a planned system that has stated objectives and conditions that must be met in order for recognition to occur.

    Sales award Pin Plaque Employee-of-the-month parking space Trip

    Informal: spontaneous recognition that has no predetermined objectives.

    Impromptu lunch for the department Half day off for a job well done Tickets to a movie or sporting event Balloons or flowers Certificate

    Daily: recognition that identifies a specific task or job that is being worked on or has been done well.

    Verbal thank-you Quick note Pat on the back Applause E-mail or voice message

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 30

    The Delegation Process

    Select the Person

    Identify the Need

    Plan the Delegation

    Hold a Delegation Meeting

    Create a Plan of Action

    Review the Plan

    Implement the Plan

    Follow Up

    12345678

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 31 Dale Carnegie Training

    The Delegation Process

    S t e p O n e : I d e n t i f y t h e N e e dEstablish what you choose to delegate. Create a picture of what you want the outcome to be.

    S t e p Tw o : S e l e c t t h e Pe r s o nIdentify to whom you will delegate and why you have chosen that person.

    S t e p T h r e e : P l a n t h e D e l e g a t i o nThe steps are the same as the first three steps of the Planning Process.

    Desired outcome: What is the outcome to be accomplished in the scope of this delegation plan? Create a picture of what you want the outcome to be.

    Current situation: Determine the reality of the current situation. Where are you today? Make a thorough estimate of the situation, both internally and externally, to obtain a clear understanding of the factors that might help or hinder their efforts and enable them to set realistic goals.

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 32

    Goals: Define and set the goals. These realistic goals are check points that create mutual expectations forming the basis for most important management decisions. Give careful attention to setting realistic, reasonable, challenging, and attainable goals. These are separated into bite-sized pieces, which may be assigned to individuals in line with the particular skills and abilities needed to achieve them.

    S t e p F o u r : H o l d a D e l e g a t i o n M e e t i n gDuring the meeting, the following should be accomplished:

    Identify specific results to be achieved: Clearly identify what you want the final result to be.

    Outline the rules and limitations: Clearly state the givens that cannot change and are not negotiable.

    Review the performance standards: Set the performance standards with the individual and review the criteria for clarity and agreement.

    S t e p F i v e : C r e a t e a P l a n o f A c t i o nThe person who has been delegated the task should develop a plan of action that explains the steps that will be taken to accomplish the goal.

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 33 Dale Carnegie Training

    S t e p S i x : R e v i e w t h e P l a nYou and the person who has been delegated the task meet and discuss the plan of action. Make any necessary adjustments until both parties are in agreement.

    S t e p S e v e n : I m p l e m e n t t h e P l a nPlans are implemented by seeing that all people concerned understand their part in the total undertaking, commit themselves to the achievement of the agreed on results, and act in a unified, concerted manner to put the plan into action.

    S t e p E i g h t : F o l l o w u pFollow up on previously agreed on goals established in the third step of delegation by maintaining an effective follow-up process that demonstrates deviations from the expected goals.

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 34

    TheProcess

    Delegate Delegator

    Follow-Up Process for Maintaining Accountability

    A Po s i t i v e P r o c e s s S h o u l d I n c l u d e : Predetermined, desired results of follow-up

    Predetermined, communicated, and agreed on performance standards

    Indicators that connect to the performance standards

    Flexibility to change due to current information

    Win-win situation

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 35 Dale Carnegie Training

    Put it in Limbo

    Establish Accountability

    Buy it Back By responding:

    By responding:

    By responding:

    Let me think about Ill let you know when

    Leave it here, Ill Ill check with

    Ill draft up After I finish

    If you have time Lets wait until

    Why dont you check with See me later about

    Let me know if I can help Well have to do something

    Youre the right person for the job Im counting on your leadership

    I gave it to you because What are you going to do

    Whats your plan for I know you will get it done

    With phrasing like this, the delegation is negated. The assignment remains with you.There is no progress until you do something.

    With phrasing like this, the process is slowed. Decisions are delayed.The delegation is only partly completed.

    With phrasing like this, its clear that the accountability has been shifted.The delegation is complete. Progress is much more likely.

    Holding People Accountable Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 36

    Abdication

    No ControlSystems

    LowAccountability

    LowAuthority

    Negative ControlSystems

    Micro-Management

    ComplianceChaos

    Motivation

    Empowerment

    wtability

    LowAutho

    Ne

    Empowerment

    Commitment

    Accountability

    Reasonable Allowable Margin of Error

    Obvious Deviations(Mistakes)

    Subtle Deviations(Coaching Opportunities)

    Control Limits

    Control Limits

    Desi

    red O

    utcom

    e

    Perfo

    rman

    ce Sta

    ndard

    s

    Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 37 Dale Carnegie Training

    Resist Relate

    Research

    Rapport

    Reference

    Retain

    Reassure

    RestoreRestate

    Reinforce

    Replace

    The Right Approach to Handling MistakesCopyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 38

    The Right Approach to Handling Mistakes

    R e s e a r c hDo your homework to make sure you have all the facts before you meet. Research starts with the question: Is the person worth saving? Your answer defines your next move.

    B e g i n w i t h R a p p o r tWhen you meet with the person who has made a mistake, begin by putting that person at ease and reducing the anxiety. One way to do this is to begin with honest appreciation that is supported by evidence. Choose a behavior that you have observed instead of giving a compliment.

    R e f e r e n c e t h e M i s t a k e o r I s s u eDuring this step, we focus on the problem and not the person. Eliminate personal pronouns and depersonalize the problem. It was the action that was wrong, not the person who did it. You want to give the other person a chance to explain what happened and then let that person know what you know about the problem. The goal is to gather facts and information to accurately identify the problem and why it happened. By reducing defensiveness and not jumping to conclusions, the different perspectives surface, and the root cause of the problem should be identified.

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  • 39 Dale Carnegie Training

    When they relate to the problem, issue or mistake and take responsibility then

    R e s t o r e Pe r f o r m a n c eThe purpose of this step is to remedy the problem, to reduce the chance of the mistake happening again, and to restore the persons performance. It also involves devising a way to keep the problem from occurring again.

    This step is handled differently with the employee who accepts responsibility than with the one who blames and avoids taking responsibility. With the responsible employee, effective questioning, listening, and coaching used to encourage him or her to suggest ways to correct the situation. The employee can be involved in a problem analysis and decision-making process. For the blaming or avoiding employee, the manager may first reaffirm performance expectations and to coach for acceptance of responsibility to restore accountability.

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  • Leadership Training for Managers 40

    R e a s s u r eThis step is focused on the person. Obviously a person who has erred feels, to some degree, like a failure and is likely to be less inclined to approach the next opportunity with confidence. Therefore, the manager helps the employee see the situation in a different context.

    The employee should also understand that the manager is interested in and committed to the employees success and growth.

    R e t a i nIf you handled the previous steps well, you increased your chances of retaining the person, his or her commitment and morale of your whole team. This builds trust and increases the level of commitment and work ethic.

    When people resist your efforts to repair the situation or performance or refuse to relate to the issue then

    R e s t a t eYou now restate the facts, the seriousness, the policy and the proper remedy to the issue; this gives the person one more chance to do the right thing.

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    R e i n f o r c eWhen people refuse to accept responsibility, you may have to formally remind them in some way prior to further action. There may be policies and procedures documented in your company for this.

    R e p l a c eSometimes you find that the employee is not a good fit for a particular task, project, or department. You may explore what the employees strengths, interests, and goals are and search for a better fit within the organization. It is an injustice to employees and companies to perpetuate a situation where individuals feel that they can never succeed. The last resort after attempts to coach them for desired performance have been unsuccessful is to remove them from this area of responsibilityto replace, reassign or release them from the organization.

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  • Leadership Training for Managers 42

    Interactive Communication

    Po i n t s t o R e m e m b e r Responsibilities of sender and receiver must

    be clear.

    Communication isnt complete until feedback is incorporated.

    Filters alter the message.

    Communication is an ongoing process.

    Message

    Feedback

    FilterFilter

    FilterFilter

    Sender Receiver

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    Levels of Listening

    IgnoreWe dont listen.

    PretendWe give verbal or physical evidence to indicate that we are listening, but were not listening to the words or interpreting the meaning.

    SelectiveWe listen for what we want to hear or for an opportunity to interrupt.

    AttentiveWe listen carefully for meaning.

    EmpatheticWe listen to accurately receive the message from the senders point of view.

    Empathetic

    Attentive

    Selective

    Pretend

    Ignore

    Listen

    ing

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  • Leadership Training for Managers 44

    Selling Change

    Opening Startling statement

    Question based on need or interest

    Mysterious statement

    Praise

    Dramatic incident

    Statement of need

    Example of need

    Three solutions Neutral options with evidence

    Advantages/Disadvantages for each

    Best idea or solution and why

    Closing Appeal to nobler motives

    Throw down a challenge

    Use a motivating statement

    Highlight an important benefit

    Dramatize your ideas

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  • 45 Dale Carnegie Training

    Strengthen Relationships

    E n h a n c e R e l a t i o n s h i p s a n d B u i l d Tr u s t

    1. Dont criticize, condemn, or complain.

    2. Give honest, sincere appreciation.

    3. Arouse in the other person an eager want.

    4. Become genuinely interested in other people.

    5. Smile.

    6. Remember that a persons name is to that person the sweetest and most important sound in any language.

    7. Be a good listener. Encourage others to talk about themselves.

    8. Talk in terms of the other persons interests.

    9. Make the other person feel important and do it sincerely.

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  • Leadership Training for Managers 46

    Gain Willing Cooperation

    Wi n Pe o p l e t o Yo u r Wa y o f T h i n k i n g

    10. The only way to get the best of an argument is to avoid it.

    11. Show respect for the other persons opinion. Never say, youre wrong.

    12. If you are wrong, admit it quickly and emphatically.

    13. Begin in a friendly way.

    14. Get the other person saying yes, yes immediately.

    15. Let the other person do a great deal of the talking.

    16. Let the other person feel the idea is his or hers.

    17. Try honestly to see things from the other persons point of view.

    18. Be sympathetic with the other persons ideas and desires.

    19. Appeal to the nobler motives.

    20. Dramatize your ideas.

    21. Throw down a challenge.

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  • 47 Dale Carnegie Training

    Be a Leader

    C h a n g i n g A t t i t u d e s a n d B e h a v i o r s

    22. Begin with praise and honest appreciation.

    23. Call attention to peoples mistakes indirectly.

    24. Talk about your own mistakes before criticizing the other person.

    25. Ask questions instead of giving direct orders.

    26. Let the other person save face.

    27. Praise the slightest improvement and praise every improvement. Be hearty in your approbation and lavish in your praise.

    28. Give the other person a fi ne reputation to live up to.

    29. Use encouragement. Make the fault seem easy to correct.

    30. Make the other person happy about doing the thing you suggest.

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  • Leadership Training for Managers 48

    Taking Charge of Stress

    B a s i c Te c h n i q u e s i n A n a l y z i n g S t r e s s

    1. Get all the facts.

    2. Weigh all the factsthen come to a decision.

    3. Once a decision is reached, act!

    4. Write out and answer the following questions:

    What is the problem?

    What are the causes of the problem?

    What are the possible solutions?

    What is the best possible solution?

    5. How to face trouble:

    Ask yourself, What is the worst that can possibly happen?

    Prepare to accept the worst.

    Try to improve on the worst.

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  • 49 Dale Carnegie Training

    NotesCopyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 50

    NotesCopyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 51 Dale Carnegie Training

    NotesCopyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 52

    NotesCopyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 53 Dale Carnegie Training

    NotesCopyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Leadership Training for Managers 54

    NotesCopyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • 55 Dale Carnegie Training

    NotesCopyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

  • Copyrighted Sample Materials. For Dale Carnegie Trainers and Salespeople only.

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