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The Importance of Assessment Tools For Training and Coaching
By Ted Cragar, MBA

In this article you will receive a definition of assessment tools and examples of assessment tools in action.

First, let’s define assessments, profiles and instruments. They are personal needs analyses utilizing a questionnaire on a specific topic. They give feedback, understanding and improvement ideas. They have been tested to see that they are consistent and accurate. Popular assessment tools are Situational Leadership, Conflict Mode and Personality Type.

We all know that people enjoy and learn best when they are actively involved and the information reveals something about them; when the content is meaningful and can be utilized quickly. Assessment tools do a super job of getting people actively involved and helping people learn and grow. The following are classic examples of how assessments helped me in tough environments:

The first relates to two Time Management Workshops for Attorneys. The first group didn’t take the self scoring Time Mastery Profile® until after lunch. Too much time was spent in the morning with them telling me what time management experts they were and how they knew more than I did. After lunch, when they took the Time Management Assessment Tool, they could clearly see there were areas for improvement and they were then ready to learn. With the second group, I had them take the assessment thirty minutes into the program and all went smoothly.

The second example relates to a developmental coaching assignment. The assignment was to work with a very intelligent, technically sound, valued employee who was extremely hard on those working with and around her. When I shared information on her people skills taken from interviews, she would not believe the results. After she and her manager took and received feedback on the self scoring Personal Profile System®, a light went on - Thank heaven. She had answered the assessment questions and was convinced this information did have validity. We then worked with her challenge for four months. She is now easier to work with and understands her impact on others.

The right assessment tool can clarify the complex, help create meaningful learning and growth. It can also make your work easier, as well as more fun, and with longer lasting results.


Time Management Ideas That Work
By Ted Cragar, MBA

We all know that most of the people that get anywhere in life have started out with an ambition and goals. It doesn't matter that perhaps only some of what we want to do in life can be accomplished in that time. What does matter is that every goal has to have a foundation. It has to have direction and stepping stones. In essence, you must know what you want and the steps it takes to get there.

Ask yourself: What do I want to accomplish by the time I retire? What do I want to accomplish in five years? This year? This month? The answers to these questions are your goals. Write them down, as well as the activities it will take to accomplish each. Then concentrate on one goal and it's activities. When the activities are completed,
that goal is accomplished. Success!

Priorities should be viewed in terms of:

  •  What's vital
  •  What's important
  •  What's less than important


The A's are vital, the B's are important and the C's are less than important. The bottom line is that the A's are what you value most and give the biggest payoff. Don't get caught in the process of cleaning up all the C's before getting to the higher priority items.

Your to-do list should utilize this method. Jot down your list and then number them in the order you want to do them. The objective is to spend more quality time on the A's and B's of your list and less time on the others.

Taming your paper jungle is important for time effectiveness and peace-of-mind. If you tend to retain documents, forms, letters and other materials long after their usefulness has faded, it's time to re-examine this habit. Clutter fills available space, confuses and causes stress when you can't retrieve information quickly. With most paperwork you
have five options.

  •  Dump it- Not only is this tremendously satisfying, you can also improve
    your "wastebasket-ball" skills dramatically.
  •  Don't accept it - If the information can be verbally summarized by the
    sender or another person, and you can remember it, don't accept the
    document. Keep the ball in their court.
  •  Delegate it - If the task should or can be taken care of by someone else,
    have that person deal with it.
  •  Delay it - Organize a calendar file and put the material in the appropriate 
    file for a more convenient date, if it can wait.
  •  Do it - Now that you've thought of everything else and reluctantly
    dismissed the improvised adage "Never do today what you can put off
    until tomorrow," bite the bullet and do it now.


We all procrastinate a little now and then. Too much can ruin our aims and life. When you find yourself day-dreaming, thinking about nothing in particular or just plain being lazy, ask yourself "What is this costing me in time, energy, relationships, money, stress, etc.?"

The first thing you should do is decide what you're going to do, then break the task into realistic steps and create deadlines for them. Now that you've got some definite direction, go ahead, give yourself a pat on the back. Then complete the project and celebrate!

We've dealt with a few areas of time management in this article. Now it's time to put them into practice. Pick something you want to accomplish, clarify the goal and the steps you plan to take to complete. Put these steps down on paper. Reward yourself with each step or phase completed. Start these actions within two days of reading this article, or you probably won't start them at all.

Remember, Now is the time!

P.S. To focus your Time Management challenges, take the Time Mastery Profile. It will give you feedback on 12 key areas with best practices improvement steps.
 


Using the DiSC Model for Training, Coaching, and Team Building
By Ted Cragar, MBA

Training Examples

The DiSC Assessment Model can be used in any training where participants need to understand themselves and or others. Training examples include: communication, delegation, negotiation, coaching, sales, customer service, leadership, etc. The DiSC Dimensions are Dominance, Influence, Steadiness and Conscientiousness.

A Coaching Example

I provided the DiSC Classic to an independent coaching consultant. His practice focuses on law firms and attorneys. He used the DiSC Classic at the start of all engagements. He had the client take the online version before the first coaching session or the paper version during the first session. This lets the consultant know the clients behavioral style up front and saves time. The consultant shared his own his DiSC Pattern with the client. The consultant then focuses on relevant topics like, getting more work done, billable hours, communication, conflict, etc. This Coaching Consultant is one of the busiest I know. He helped people get results.

A Team Building & Problem Resolution Example

The firm in this example is one of my clients. It is a small engineering firm of six people. It consists of the Owner, an Administrator / Office Manager, a Lead Engineer and three newer and Engineers. The owner knew there were problems; getting work done on time, quality issues and conflict between the three new engineers and the owner and administrator.

The first step was to interview each person individually. I asked what was working and what wasn’t, etc? This took about an hour including having each one take the DiSC Classic Assessment. We then set a date for an all day off site meeting. To start the session the owner made a few remarks and asked me to take over. I had taken all the data from the interviews and grouped it into categories. The categories were: Communication, Conflict, Personal Style, the firms Benefit Plan and Direction of the Firm.

We then made sure everyone understood the summarized information from the interviews. The group decided to look at communication first and relate it to their various DiSC Patterns. They put their DiSC Graphs on the wall so they could see and discuss the different patterns. There was one person that was very high in Dominance, one was a very high in Influence and four were highest in both Steadiness and Conscientiousness. Then, each person shared two major professional strengths and one area for improvement.

We then dealt with the Communication and Conflict areas. The Benefit Plan was a major concern of the three newer engineers. The Benefit Plan was explained, discussed and clarified. The information had never been shared with them. The owner then talked about progress on current projects, new projects and the future of the firm. Most of this information had never been shared with the three newer engineers.

Action items were assigned to all seven of us. I visited all six participants within five weeks. The objective was to see to see how things were going and to see if they were doing their action items. In general, they were progressing on the action items. I visited all six of the participants two more times that year. The firm is growing and the people are content.

 

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