personality types and learning styles · 2013-07-03 · think, plan, grow! ™ •understanding...
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Think, Plan, Grow!™
Personality types and Learning
Styles
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Think, Plan, Grow! ™
• Strategize about the steps for building
a team members personality and ideal
learning profile
• Identify the tools that are at your
disposal today for identifying
personality types
• Prepare action steps for you to start
implementing upon your return home
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Think, Plan, Grow! ™
• Onboarding
• Internal teaching and
mentoring
• Choosing external
CPE
• CPE Exam
• Others????
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Think, Plan, Grow! ™
Cognitive
Affective
Conative
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Think, Plan, Grow! ™
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Think, Plan, Grow! ™
• Visual
• Tactile/Kinesthetic
• Auditory/Verbal
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Think, Plan, Grow! ™
• Viewing both visually and in a written
format
• Visually gathering and
comprehending information
• PowerPoint slides
• Color coding
• NOT collaborative talking groups
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Think, Plan, Grow! ™
• Participating in “hands on” activities
• Active
• Not lectures
• Let me touch it and participate in it!
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Think, Plan, Grow! ™
• Information is given in an oral format
• Preference for listening
• Lectures/Group Discussions
• Listening to Mp3 etc…
• Read information out loud
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Think, Plan, Grow! ™
1. Visual
2. Tactile
3. Auditory
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Think, Plan, Grow! ™
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Think, Plan, Grow! ™
• Learning abilities
• Knowledge from
education, training,
experience
• Reasoning
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Think, Plan, Grow! ™
• Feelings
• Values
• Personality
• Social Style
• Preference
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Think, Plan, Grow! ™
• Instinct-based actions
• Innate path to
success
• Mode of operation
• Creative power
• Form of productivity
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Think, Plan, Grow! ™
Motivation
Reason
Productive
Action
Affective Conative Cognitive
Will
Instincts
Productivity Process
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Think, Plan, Grow! ™
Thinking: Poor skills,
knowledge, or judgment
Affect: different
approaches or
incompatible desires
Instincts: False efforts
caused by working against
a natural grain
Lack of competency
Personal Conflicts
Misdirected efforts
People Challenges
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Think, Plan, Grow! ™
• Cognitive – Wonderlick, Firm
Developed
• Affective – Meyers-Briggs, DISC,
Predictive Index, Strengths Finder
• Conative - Kolbe
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Think, Plan, Grow! ™
• What are you trying to accomplish?
• What is your firm culture?
• What do you know already?
• What do you need to know in order to
fix the challenges in the firm?
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Think, Plan, Grow! ™
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Think, Plan, Grow! ™
• Individual – Children and Adults
• Improved Communication
• Sales Profile
• Coaching Profile
• Career Profile
• Hiring Decisions
• Diagnosing Team Viability
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Think, Plan, Grow! ™
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Think, Plan, Grow! ™
MOs are formed by
Kolbe Action Modes
Fact Finder Follow Thru
Quick Start Implementor
Dealing with risk and unknowns
Gathering and communicating information
Sorting and storing information
Handling space and tactile efforts
4 Action Modes
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Think, Plan, Grow! ™
Your Kolbe result is so individualized, only 5% of the population
is likely to have one just like it.
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Think, Plan, Grow! ™
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Think, Plan, Grow! ™
Everyone has a
strength in each
mode.
Diversity in the
combination of
strengths creates
a multitude of
MOs.
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Think, Plan, Grow! ™
tangibles with props, models, demonstrations, texture, machinery, body language
written words with data, citations, analogies, case studies, verifications
visuals with graphs, charts, diagrams, posters, outlines, maps, similes, patterns
spoken words with ad libs, improvised metaphors, visuals, bullet points, intense colors
Fact Finder:
Follow Thru:
Quick Start:
Implementor:
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Think, Plan, Grow! ™
focuses on present preserves and
protects the best of today
focuses on the past, builds on
experience
integrates past, present, future builds
timeline
focuses on the future, goes right to the
bottom line, sets deadlines
Fact Finder:
Follow Thru:
Quick Start:
Implementor:
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Think, Plan, Grow! ™
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Think, Plan, Grow! ™
Parenting Decisions
Financial Decisions
Relationship Decisions
Career Decisions
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Think, Plan, Grow! ™
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Think, Plan, Grow! ™
•Ease of use
•Predictive
•Internet-based
•Screening Tool
•Meets and exceeds EEOC
requirements
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Think, Plan, Grow! ™
Kolbe Selection Process
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Think, Plan, Grow! ™
• Distinct from cognitive and affective measures.
• Independent of race, gender age or other
criteria.
• Results showing probability of success are tied to
job performance.
• 90% of modes of insistence remain the same on
test-retest.
• 96% of cases show no change between zones
on test-retest.
• Meets all standards of the American
Psychological Association (APA)
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Think, Plan, Grow! ™
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Think, Plan, Grow! ™
Kolbe has proven:
• Without synergy, teams
are more likely to fail.
Kolbe also makes synergy: • Definable • Quantifiable • Predictable • Improvable
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Think, Plan, Grow! ™
• Cloning—Inertia – Need for different talents – Too Much of a good thing
• Conflict—Polarization – Differences in methodology – Accelerator/Brake
Syndrome
• Mismatched Talents – Self perception – Third party requirements
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Think, Plan, Grow! ™
Kolbe C™ Index Evaluator’s functional Requirements
Kolbe B™ Index Workers’ self-Expectations
Kolbe A Index Individuals’ Realities
Significant differences among
conative Realities, Expectations
and Requirements cause over
70% of work-related stress.
Workplace Diagnostics
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Think, Plan, Grow! ™
Kolbe Leadership Reports™
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Think, Plan, Grow! ™
• Conflict
• Identified by: Kolbe A Index n Kolbe A Index
• Occurs between two people with differing strengths
• Strain
• Identified by: Kolbe A Index n Kolbe B Index
• Internal struggle that occurs when a person’s perception of
their job does not match their strengths
• Tension
• Identified by: Kolbe A Index n Kolbe C Index
• Occurs when a job evaluator perceives a job as requiring
different strengths than those of the current job holder
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Think, Plan, Grow! ™
• Members work interdependently
• Reliance on others for contributions
• Success dependent on others
• Implications for team viability - Example A: Software Dev. Project Team
- Example B: Basketball Team
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Think, Plan, Grow! ™
• Composed of individual contributors
• Come together for reporting purposes
• No continual reliance on work of others
• Defines group culture
- Example A: Executive Management Group
- Example B: Bowling Team
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Think, Plan, Grow! ™
• Hiring Process Changes
• Communication Breakthrough
• Personal Application
• Team Analysis
• Productivity Increase
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Think, Plan, Grow! ™
1. Meyers Briggs
2. DISC
3. Kolbe
4. Predictive Index
5. Other?
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Think, Plan, Grow! ™
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Think, Plan, Grow! ™
• Understanding your own personality helps
you understand what “makes you tick”
– You will have insights about why you behave,
respond to others, process information,
communicate and make decisions the way you
do
– You can then use this information to enhance your
success and fulfillment in your work and
relationships
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Think, Plan, Grow! ™
• Understanding the type of other team
members will:
– Help you identify and leverage your team’s
strengths and address weaknesses or gaps
– Ensure you’re deploying team members to best fit
their natural preferences, where possible
– Help identify areas of similarities and differences so
you can be informed
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Myers-Briggs Key Type Concepts
• We use is the MBTI instrument because it helps enhance interpersonal communications
• The MBTI works under the premise that personality type is:
• Innate and able to be influenced or moderated over time
• Observable
• Not a box
• Not an excuse
• An indicator of preferences, not skills
• A journey
RM 3-4 Using the MBTI ® Tool in Organizations (3rd ed.) © 2001 by CPP, Inc. Permission is hereby granted to reproduce this overhead master for workshop use. Duplication for any other use, including resale, is a violation of copyright law. MBTI is a trademark or registered trademark of the Myers-Briggs Type Indicator Trust in the United States and other countries.
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Think, Plan, Grow! ™
• MBTI is based on Jung’s theory – Two basic attitudes (life orientation)
• Extraversion
• Introversion
– Two basic functions (mental processes)
• Judging
• Perceiving
• Katherine Briggs and Isabel Myers expanded it – Within Judging are the extremes Thinking and Feeling
– Within Perceiving are Sensing and Intuition
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Think, Plan, Grow! ™
Extraversion ENERGY Introversion
Sensing INFORMATION INtuition
Thinking DECISIONS Feeling
Judging LIFESTYLE Perceiving
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Think, Plan, Grow! ™
EXTRAVERSION INTROVERSION
Being energized through contact with other people or through
engaging in activities
(the outer world)
Being energized through ideas, quiet times, or solitude
(the inner world)
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How Are You Energized?
EXTRAVERSION
• External/exterior
• Outside thrust
• Talk thoughts out
• Breadth
• Involved with people, things
• Interaction
• Action
• Do-think-do
INTROVERSION
• Internal/interior
• Inside pull
• Keep thoughts in
• Depth
• Work with ideas, thoughts
• Concentration
• Reflection
• Think-do-think
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Think, Plan, Grow! ™
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Think, Plan, Grow! ™
Information
SENSING INTUITION
Paying attention to what you perceive through the five senses:
seeing, hearing, touching, smelling, and tasting
Paying attention to what might be described as the sixth sense—the
unseen world of meanings, inferences, hunches, insights, and
connections
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Think, Plan, Grow! ™
How Do You Take In Information?
SENSING
• Present orientation
• What is real
• Practical
• Facts
• Perfecting established skills
• Utility
• Step-by-step
• The five senses
INTUITION
• Future possibilities
• What could be
• Theoretical
• Inspirations
• Learning new skills
• Novelty
• Insight-by-insight
• The sixth sense, a hunch
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Think, Plan, Grow! ™
Decisions
THINKING FEELING
Making decisions based on impartial criteria—
cause-effect reasoning, constant principles or truths, and logic
Making decisions based on values-based,
person-centered criteria, seeking harmony
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Think, Plan, Grow! ™
How Do You Make Decisions?
THINKING
• Logical system
• Head
• Objective
• Justice
• Critique
• Principles
• Reason
• Firm but fair
FEELING
• Values system
• Heart
• Subjective
• Mercy
• Compliment
• Harmony
• Empathy
• Compassionate
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Approach to Life
JUDGING PERCEIVING
Want to live an ordered life, with goals and structure, making
decisions so you can move on
Want to live a spontaneous life with flexibility, staying open to new information and possibilities
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Think, Plan, Grow! ™
How Do You Approach Life?
JUDGING
• Decide about information
• Regulate
• Control
• Settled
• Run one’s life
• Set goals
• Closing off
• Organized
PERCEIVING
• Attend to, gather information
• Flow
• Adapt
• Tentative
• Let life happen
• Seek options
• Opening up
• Flexible
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• Understanding your personality type will give you insights so that you can: – Tell others what you learned – both good
and bad
– Realize your preferred style is not necessarily others
– Explore how your personality type fits with those of your team • Begin to identify new communication styles,
processes and ways to embrace all the personalities on your team
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Think, Plan, Grow! ™
• Develop a Learning and
Personality Profile for
EVERYONE!
– Learning Style Assessment
– Kolbe
– Meyers Briggs
• Apply the Knowledge to
Initiatives in the Firm
– Committees
– Training Initiatives
– Niche Selection
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Think, Plan, Grow! ™
Sandra Wiley, COO and Shareholder, is ranked by Accounting Today as
one of the 100 Most Influential People in Accounting as a result of her
prominent role as an industry expert on HR and training as well as
influence as a management and planning consultant. She is also a
founding member of The CPA Consultant's Alliance. Sandra is a certified
Kolbe™ trainer who advises firms on building balanced teams, managing
employee conflict and hiring staff.
Her Awards and Recognitions Include:
2012-2013 CPA Practice Advisor Top 25 Thought Leader
2009-2012 Top 100 Most Influential People in Accounting
2012 CPA Practice Advisor Top 25 Most Powerful Women in Accounting
2012 Leading Edge Alliance On the Edge Innovation Award
Please contact Sandra at: [email protected]