Professional Documents
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Berge Bulk JLP Corporate Training Manual-V2
Berge Bulk JLP Corporate Training Manual-V2
Berge Bulk JLP Corporate Training Manual-V2
© 2018 by BlessingWhite, a Division of GP Strategies. All rights reserved. Version 4.2, 10/18. No part of these written materials may be reproduced, in any form or
by any means, without permission in writing from BlessingWhite, Hamilton, NJ, USA. In North America, Tel: 609.528.3535. In Europe, Tel: +44 (0).1628.550085.
Usage is subject to the terms and conditions agreed to in the license agreement.
1 / Foundations of Leadership
Foundations of Leadership / 1
© 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
The “Key” To Your Success
Below, you’ll find icons that will direct your attention to different types of information in this
workbook, along with a brief description of each.
While leadership is complex, there are foundational skills that are absolutely imperative
to a leader’s success, such as building trust and communicating effectively. Without
developing in these areas, leaders will have a difficult time forming productive teams.
Name: _____________________
4. Hobby/Interest:
Leaders play a critical part in an organization’s success. As such we are constantly finding ways to
develop our leaders for the future. The following 3 Pillars form the foundation for developing leaders to
lead in Berge Bulk.
Under these 3 pillars, we have designed this Leading Technical People+ with the
following leadership skill objectives.
Now think of your current role as a leader of people. Note down what is driving your
actions and effort, what skills are important and how you are using your time now. Also note
down what are the obstacles and challenges to your success as a leader.
What changed as you moved from individual contributor to leader of people? What shifts
do you need to make to fully embrace your role as a leader of people and to develop your
leadership career further?
45% of leaders
say coaching to
support team member
success is the most
important action they can
take to demonstrate a
growth mindset.
Growth Mindset - The Starting Point
There are many mindsets or attitudes we can bring to our actions. For purposes of this
workshop, we are going to focus on four that are particularly important to how we lead
ourselves and others and contribute positively to our organizations. The mindsets of Growth,
Inclusive, Agile, and Enterprise are critical to being a successful leader today. In fact, research
conducted by GP Strategies validated that these big four represent a comprehensive list of
the most important mindsets a leader needs.
When these mindsets are present and leaders perform the actions associated with them, they
create an environment that:
Fuels innovation.
Based in Cognitive Behaviour Therapy and the work of Albert Ellis and Aaron Beck, The
Cognitive Triangle asserts that our thoughts drive our feelings and behaviours. The rewards or
consequences of our behaviours then impact our feelings and reinforce our thoughts.
This is the premise behind this workshop. If a person can bring different thoughts to a
situation, if they can shift their mindset, then they can impact their feelings and behaviours
thus potentially resulting in new and more effective results.
KNOW YOUR
STARTING POINT
Pause before you take action and
try to surface where your thoughts
currently are in preparation for
any shifts you may want to make.
Self-assessments and feedback
from others can help you tune in to
where you are right now.
LOOK AT A SITUATION
OR CHALLENGE FROM
ANOTHER POINT OF VIEW
Be willing to abandon what you
currently think about something,
step to a new vantage point, and
re-look at that same situation
from a different perspective.
What’s possible now?
ACT IN ACCORDANCE
WITH THE SHIFT THAT YOU
MENTALLY WANT TO TAKE
If you want to think in a more agile
way, take actions more swiftly, with
a bit of appropriate risk, or in the
absence of complete information.
Your actions will, in turn,
reinforce your thinking.
SELF-LIMITING BELIEFS
Self-limiting beliefs inhibit innovation, process improvement, personal growth, and creation
of opportunities for those we lead.
Eliminating self-limiting beliefs is entirely possible. A first step in moving forward is to get out
of your own way to get ahead. Warning signs of self-doubt include a tendency to answer “yes,
but…” when questioned about goals or progress.
Our team
doesn’t have
We will fail… the skills…
We don’t have
resources… Our culture
They will We’re too late
We don’t won’t allow…
reject… in the game…
have time…
What would you do if you had to make significant progress in the face of these outside factors?
To New Thought
Situations to Apply
Expected Benefits/Impact
To New Thought
Situations to Apply
Expected Benefits/Impact
Team
Direct Reports
Enterprise
Other Teams
Enterprise
AS LEADERS:
• Talk to your crew or team about Our Code of Conduct and Leadership Expectations, so they can apply it in
their daily work
• Lead by example.
Customer Influence
Responsibility` Accountability
Quality Planning
Responsiveness Drive
Innovation Improve
Teamwork Coaching
HOW WE THINK
What do we place our priority on when we carry out a task; is it safety, reliability or cost? This
is a difficult question. In most cases there is no single answer. In fact, most of the time, we have
to reach a balance in order to find the right solution.
OUR VALUES
The outer layer of the wheel is encapsulated by our 7 values. This forms the boundary, and you
should use and refer to our 7 values to guide you in our decisions.
THE 5 STEPS
The inner layer of the wheel encapsulates these 5 steps that guide us in our thought and
planning process.
• Stakeholders: Who does our work affect? Who can help us solve the impeding issues(s)?
Who are the people that need to be informed and included in discussions?
• Safety: Are there risks involved in the planned task? If it is unsafe, please stop immediately
and speak up!
ty
below budget? Share your ideas or knowledge
Cu
with your colleagues on how we can do,
rk
Stakeholders Safety
sto
Teamwo
mer Focus
THE SHIP
pon
li
ua
iv s
Q en
ss e
Innovation
Our 7 Values
Technical people represent a wide variety of disciplines and industries, and they possess a
wealth of knowledge and expertise. Technical people include IT professionals, programmers,
developers, scientists, researchers, engineers, technicians, mathematicians, statisticians,
industrial designers, market analysts, accountants, and others.
21 / Foundations of Leadership © 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
The Reward Of Leadership
PARTNERSHIP
SUCCESS SUCCESS
VALUES, GOALS, STRATEGY VALUES, GOALS, STRATEGY
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Typically, this requires a true partnership between you and your employees, since you’re
often the face of the organization in your employees’ eyes.
Ensure understanding:
Explain how individual efforts promote the achievement of
organizational goals.
Be a partner:
Work in partnership as a coach and motivate them to
peak performance.
Communicate:
Strive for clarity and openness in all interactions.
conversation / interrogation
feedback / reprimand
check-in / micromanaging
WITH WITHOUT
concern / spying
TRUST TRUST
interest / meddling
goal-setting / orders
delegating / dumping
partnership / boss-subordinate
In any relationship, the level of trust falls on a continuum, ranging from no trust to full trust.
That trust level impacts communication effectiveness, perception of intent, collaboration,
problem-solving, openness in admitting to errors, risk-taking, innovation, and more.
Be careful ...
... Not to assume the other person perceives the level of trust the same way you do.
... To distinguish between trust in a professional setting versus a personal setting.
... Not to assume that trust levels are stagnant; trust is dynamic and can change over time, so
be sure to reassess.
SCENARIO 1
Sergio just joined your crew and he will be reporting directly to you. You have heard that
Sergio resigned from his previous organization as he was having a hard time working with a
leader who was tough and task-focused. You certainly do not want Sergio to think that you
are not tough or not focused on accomplishing tasks but you also believe in doing the right
thing and in respecting crew. How will you start to build trust with Sergio?
SCENARIO 2
Karl works in a different team on board your vessel. Both Karl and you have been working to
resolve a few common issues the last few weeks. You find Karl to be efficient and whilst the
common issues were resolved, you feel that if there was more trust in the relationship both
of you may be able to be more proactive in collaborating to adopt measures which can
actually prevent some of these common issues in future. How can you build the trust further
with Karl?
SCENARIO 3
You are reporting to Avinash who relies on you a lot for getting things done. On one of
the tasks assigned to you by Avinash, you were not able to complete it on time and you
noticed that Avinash was a bit upset. You suspect he may also have felt that he shared part
of the blame as he was too busy to check your progress earlier on. Although Avinash did
not mention his feelings, you sense that the trust level between both of you may have been
impacted. How can you rebuild the trust in this relationship?
SCENARIO 4
Your team has been working very hard the last week and you had promised them that you will
allow them to take a bit of rest starting tomorrow. You know they are really looking forward to
a bit of time to re-energize. This morning your leader met and informed you that your team
will need to continue to work overtime for the next two days to help out another team who is
struggling to complete a critical task assigned by the Master. How will you maintain the trust
levels between you and your crew as well as between you and your leaders in this situation?
Asking questions is something that we’ve all done since the moment we could talk.
It is a simple skill to employ tactically. In reality, it often takes conscious attention and practice
to ask questions strategically as a leader. We often have questioning biases, where we tend
to ask a certain type of question due to time constraints, habit, or lack of awareness. We’ve
found that while technical people will provide information openly and honestly, they typically
will give you only what you ask for. Because of this, it’s important that you ask the right
questions at the right time in the right way in order to get the information you need; you have
to be strategic in your questioning.
FOCUS
FORMAT
FACT VALUE
A rapid-fire series of closed questions, which can feel like an interrogation.
Putting technical people “on the spot.” People often need time to think before
responding.
These two dimensions can be combined in a grid to show all four types of questions.
FORMAT
Open Closed
Fact
FOCUS
Value
By listening, you learn what motivates your employees, what concerns them, and how they
view themselves, their work, and the organization. Listening actively builds trust, which leads
to increased confidence, satisfaction, productivity, collaboration, and ultimately engagement.
There are three levels of active listening that vary in terms of their frequency of usage and
their complexity as a skill. Here’s a model that shows the relationship:
Empathizing
Paraphrasing
Complexity
Acknowledging
Frequency
Acknowledging
Smiling Nodding “I see,” “Good,” or “Uh-huh” Maintaining eye contact
Paraphrasing
Use your own words Do not “parrot”-phrase “So, what you’re saying is...” Do it for the other person, not for you!
Empathizing
Used when there’s emotion Reflect the feeling Paraphrase the reason Pause Avoid opinion, advice, or logic
Ask follow-up questions to signal you’re listening and absorbing what’s being said.
Offer insights and perspective without judging, but wait to be asked for advice.
This can feel counter-intuitive, especially if we disagree with the other’s emotion or see a
logical resolution clearly in our own minds. It’s important to realize that all others are not like
us; not everyone responds in the same way to stimuli, so we must be respectful and allow
others to react in their own way.
Here’s an example of how you could use Here are some common words that you
paraphrasing or empathizing to show might want to use when you’re taking the
you’ve actively listened to your employee. other person’s perspective.
surprised / confused
PARAPHRASE relieved / trapped
You think you will not
be able to get another optimistic / overwhelmed
assignment without your
last evaluation. enthusiastic / frustrated
confident / anxious
Here are some possible sentence structures that you can use to show that you are empathizing.
SCENARIO 1
Roland reports to Prem. Roland is currently assigned to repair a piece of faulty equipment.
Prem: Will you be able to complete the repair by this evening as scheduled? We really need
to get it working ASAP.
Roland: I don’t know. I thought I had repaired it but the problem came back and then I found
another issue with the equipment. I will need to troubleshoot all over again. These older
equipment are really a big headache and a waste of time for me!
Prem:
SCENARIO 2
Charlie the Cook reports to Fernandez.
Fernandez: What are you doing to have more variety to the meals menu? The crew is looking
forward to meals which cater to their taste buds.
Charlie: They are always asking for more this and more that. It is not like I can just pop into the
market to buy new ingredients and change the menu everyday. I need to work with what we
have on board so I will not be able to keep catering to their every request!
Fernandez:
SCENARIO 3
Mao Yi and Johan are crew mates working on implementing some new cargo handling
procedures.
Johan: When can we meet to go through the final preparation?
Mao Yi: Sorry, I don’t have any time to meet today. The boss just gave me a new task which is
urgent.
Johan: Well, we do have a deadline to finalise our preparation which is urgent and important
too.
Mao Yi: I know. I guess I am going to have to work late again tonight. I don’t think he knows
how much work and stress I am going through these few days. Sometimes I feel it doesn’t pay
to be the person the boss relies on to get things done.
Johan:
SCENARIO 4
Santosh reports to Adrian and is in charge of submitting weekly reports to the corporate office.
Adrian: How is everything going Santosh?
Santosh: Things are great! I was discussing with the corporate office on the weekly reports and
I shared with them an idea on how to reduce the amount of details whilst still providing the
necessary data they need. They want to explore it further with me later today!
Adrian:
A critical leadership skill is being able to communicate the benefits of an idea, task/
assignment/project, process, goal, etc. to those on your team and to others across the
organization. For any of those items, there can be a range of benefits.
What’s most important is to match the benefits to the particular individual’s needs, values,
and motivators. If you assign a project to a team member, he/she might be committed
upon hearing that it is a high-profile project that will provide exposure to senior leaders. For
another person on the team, this might cause anxiety. Instead, he/she might want to hear that
the project is going to ultimately reduce the amount of time that he/she will have to spend on
a task, which will lead to more time available to spend with his/her family. You need to explain
how it will drive both that person’s contribution and satisfaction.
Having an awareness of the full range of benefits will allow you to communicate those to
others in order to obtain buy-in and commitment.
BENEFITS BULLSEYE
OMER
ST
IZATION
CU
AN
G
M
EA
OR
INDIVIDUAL
PREPARE
With whom will you be talking?
What do you know about them? (personality style, values, goals, motivators, engagement level)
What type of communication do they prefer? (Face-to-face, phone, email? Formal/informal?
High level/detailed? To the point/conversational?)
What data or information do you need to gather and have accessible?
What emotions, concerns, objections, or questions may arise?
SUMMARIZE
✓ Recap the conversation to ensure you are both on the same page.
✓ Send (or have him/her send) a follow-up email with a summary of action items.
PREPARE
SUMMARIZE
Throughout the course of your career, you’ve inevitably been a part of many teams.
© 2019 by BlessingWhite, a Division of GP Strategies. All rights reserved. Version 4.3, 9/19. No part of these written materials may be reproduced, in any form or
by any means, without permission in writing from BlessingWhite, Hamilton, NJ, USA. In North America, Tel: 609.528.3535. In Europe, Tel: +44 (0).1628.550085.
Usage is subject to the terms and conditions agreed to in the license agreement.
52 / Foundations of Leadership
Leading Teams / 52
© 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
Teams Versus Groups
FUNCTIONAL TEAMS
(e.g., software development team, software testing team,
accounting team, graphic development team, etc.)
CROSS-FUNCTIONAL TEAMS
(i.e., teams that include individuals from multiple functions)
BOARDS/COMMITTEES
LEADERSHIP TEAMS
List the teams that you are currently leading and/or in which you are a member.
FORCE IS:
Focus: Your organisation has given your team something that needs to
F be accomplished. Your team must take this need and examine it from
a variety of perspectives — the organisation’s, customers,’ and team
members’. The process of defining and clarifying your team’s purpose is
called Focus.
Outcomes: What steps must your team take to accomplish your Focus?
O In developing a set of Outcomes, your team lays the foundation for your
team’s action plan and success measures.
Resources: Resources are the talent, tools, and time required to achieve
R your team’s Outcomes. Having the necessary resources and the proper
resource allocation are prerequisites for success.
5 4 3 2 1
Highly Moderately Moderately Highly
Describes Describes Balance Describes Describes
F
2. We have confirmed our understand- We have not confirmed our understand-
ing of the Focus with the person(s) ing of the Focus with the person(s) who
who created or approved our team. created or approved our team.
3. We can all describe our team’s desired We are unsure what our Outcomes
Outcomes. should be.
O
4. If we succeed, we will really make a Whether or not we succeed doesn‘t
difference. really matter.
Scoring
40-50 Team nirvana — keep fine-tuning.
30-39 Shows promise, but room for improvement.
20-29 Team needs work, but some things are OK.
10-19 HELP! Team Total: ____ /50
What are the greatest challenges that you face in leading this team?
Focus
If you’re unclear about your team’s focus, seek out the information you need to gain
that clarity.
Link your team’s purpose to the organisation’s mission and values, so people see
where they fit into the big picture.
Outcomes
Ensure that your team’s outcomes meet the SMART criteria (Specific, Measurable,
Achievable, Relevant, Time-Bound).
List your team’s outcomes in priority order, so people can make decisions accordingly.
Resources
Maintain a Talent Directory of the skills of those on your team — that way you can
assess strengths and gaps.
Ensure that you’re balancing the workloads of your team members as much as
possible, so that you’re fully leveraging all of your resources.
Commitment
Include your team in clarifying the their focus and outcomes to drive commitment.
Acknowledge your team’s “small wins” along the way to maintain commitment.
Execution
Clearly set up roles and responsibilities so there’s no overlap or redundancies.
Additional Tips
I want to run a
triathlon by the I want to travel to
time I’m 50. all 50 states in
my lifetime.
I want to lose
50 lbs. before
vacation.
© 2019 by BlessingWhite, a Division of GP Strategies. All rights reserved. Version 4.3, 9/19. No part of these written materials may be reproduced, in any form or
by any means, without permission in writing from BlessingWhite, Hamilton, NJ, USA. In North America, Tel: 609.528.3535. In Europe, Tel: +44 (0).1628.550085.
Usage is subject to the terms and conditions agreed to in the license agreement.
If you think back to the X Model, you’ll remember that goals help to define both an
individual’s definition of success as well as the organization’s.
PARTNERSHIP
SUCCESS SUCCESS
VALUES, GOALS, STRATEGY VALUES, GOALS, STRATEGY
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q Performance: goals that are required for Development: goals that improve existing
meeting objectives of the role. skills or seek to develop new skills.
u u
Formal: goals that are formally docu- Informal: goals that are created on
mented and often part of a performance an impromptu basis that may or may q
management strategy. not be documented.
t t
Stretch: goals that require one to develop
Incremental: smaller-scale goals that build
new skills and step outside-the-box in
over time to achieve a broader objective.
q order to achieve them.
u ¢
To ensure that goals are as motivating and clear as possible, be sure that they meet the
following criteria:
S Specific: Detailed and explains the what, the why, and the how of the goal.
A Achievable: Must be within or just beyond the skill set of the employee.
In the space below, make the goals you see on the slide SMARTer.
Goal:
Measurable: How will you know if the goal has been achieved? How is success measured?
Achievable: Does the employee have access to the necessary knowledge, resources, or
skills to achieve the goal? Is it possible? Will it be too difficult?
Relevant: Why is this goal important to the team? To the organization? To the individual?
Will the employee care?
Refined Goal:
As a leader, you play a large role in setting and supporting the goals of the employees on
your team. Whether performed by you or someone else, ensuring that these responsibilities
are completed is critical to meet the needs of autonomy, achievement, and participation in
mission and goals!
Make sure the goals aren’t too easy; talented people like a good challenge.
Don’t forget to offer support, especially on stretch goals; team members may get
anxious if they don’t feel competent.
Remember to check-in; often leaders set goals and don’t check on progress or provide
feedback along the way.
Goals aren’t set in stone; shifting priorities and unforeseen circumstances may require
goals to be adjusted.
This means that they like to know WHAT they need to get done, but
they like to figure out for themselves HOW they’ll get it done.
There will be times when leaders need to be more prescriptive, but
whenever possible stay out of your team member’s funnel!
PREPARE
With whom will you be talking?
What do you know about them? (personality style, values, goals, motivators, engagement level)
What type of communication do they prefer? (Face-to-face, phone, email? Formal/informal?
High level/detailed? To the point/conversational?)
What data or information do you need to gather and have accessible?
What emotions, concerns, objections, or questions may arise?
SUMMARIZE
✓ Recap the conversation to ensure you are both on the same page.
✓ Send (or have him/her send) a follow-up email with a summary of action items.
73 / Foundations of Leadership © 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
Conversation Preparation
PREPARE
SUMMARIZE
As a leader trying to obtain high levels of contribution from your employees, it’s
important that you clearly communicate to them what they’re doing well and what
they could be doing more effectively. You may think that they know what they’re doing
is good or bad, but in reality they may not.
© 2019 by BlessingWhite, a Division of GP Strategies. All rights reserved. Version 4.3, 9/19. No part of these written materials may be reproduced, in any form or
by any means, without permission in writing from BlessingWhite, Hamilton, NJ, USA. In North America, Tel: 609.528.3535. In Europe, Tel: +44 (0).1628.550085.
Usage is subject to the terms and conditions agreed to in the license agreement.
Think of a time when you received feedback from someone (good or bad) that was really
helpful. Write about that time in the space below.
There are many types of feedback, all of which are important at the right time and place.
1 Formal
2 Informal
3 Positive
4 Constructive
5 Upward
6 Downward
7 Horizontal
Statements such as these may be initially motivating to employees, and they may appreciate
the positive recognition. When it comes to a similar situation, and they want to do just as
good of a job or handle the call just as well, they may — or may not — be able to do so.
WHY?
Because, although positive recognition feels good, it doesn’t provide the data needed to be
able, reliably, to replicate results.
This is the type of feedback that will truly impact your employees’ performance.
Instructions: Read the scenarios below and determine WHEN and HOW to provide the
following feedback to the individuals described.
One of your crew who is typically very reliable and efficient has suddenly missed
1 the last 2 deadlines. On both occasions he had not informed you in advance that he
may not be able to meet the deadline.
A crew from another team approached you and shared his experience from a
2 previous assignment which he thought will help with a current issue your team has
been trying to find a workaround solution to for the last few days.
A new cadet took the initiative to learn about the new safety procedures being
3 implemented. During the toolbox meeting he shared an insightful and helpful
observation but which made some crew feel defensive or uncomfortable.
You have been noticing that a new crew has been taking a few more rest breaks
4 than normal. As a result, he is behind in his tasks which will slow down the rest of
the team if not addressed.
Instructions: Below, list some tips for how to deliver difficult feedback effectively, while
maintaining high levels of engagement and sustaining the confidence and trust of your
employee.
Make sure you’re providing the feedback as early as possible; the longer you wait, the
harder it will be.
Don’t beat around the bush; your employees will assume the worst.
Be sure you also provide positive feedback (not necessarily in the same conversation).
1. Describe the situation: State in concise behavioural terms what the employee is or is not
doing that demonstrates a problem exists.
2. Complete the checklist: Read the entire list and for each line check one of the following: Yes,
No, or ? (don’t know). If you’ve checked No or a question mark, it’s an indication of a potential
obstacle to consider.
Organization/Leadership Factors Yes No ? Notes
1. Are expectations and desired outcomes clear?
2. Is the priority understood?
3. Was the deadline/schedule understood?
4. Are adequate time and resources available?
5. Has sufficient support been provided?
Motivation Factors
6. Is there a willingness to do the assignment/job?
7. Is performance acceptable in all other areas?
8. Have relevant benefits been clearly outlined?
9. Is a motivational reward for success in place now?
10. Are there consequences for failure?
Skill Factors
11. Have the necessary skills been demonstrated in
the past?
12. Have appropriate training, coaching, practice and/or
mentoring been provided?
13. Is this the only way to accomplish the task?
Other Factors
14. Have other obstacles been considered (e.g., health,
non-work situations, behavioural problems)?
15. Is there an appropriate level of confidence?
Just because an individual is performing at a high level does not mean that he/she doesn’t
need feedback. Use the following strategy to plan for a conversation where you can reinforce
high performance and figure out how to leverage it further.
PREPARE
With whom will you be talking?
What do you know about them? (personality style, values, goals, motivators, engagement level)
What type of communication do they prefer? (Face-to-face, phone, email? Formal/informal?
High level/detailed? To the point/conversational?)
What data or information do you need to gather and have accessible?
What emotions, concerns, objections, or questions may arise?
SUMMARIZE
✓ Recap the conversation to ensure you are both on the same page.
✓ Send (or have him/her send) a follow-up email with a summary of action items.
87 / Foundations of Leadership © 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
Conversation Preparation: Leveraging High Performance
Dealing with performance issues can often be intimidating; however, when not dealt with,
they will often get worse. Use the following strategy to help you organize the conversation. It’s
best to communicate honestly and clearly in order to maintain trust in the relationship.
PREPARE
With whom will you be talking?
What do you know about them? (personality style, values, goals, motivators, engagement level)
What type of communication do they prefer? (Face-to-face, phone, email? Formal/informal?
High level/detailed? To the point/conversational?)
What data or information do you need to gather and have accessible?
What emotions, concerns, objections, or questions may arise?
SUMMARIZE
✓ Recap the conversation to ensure you are both on the same page.
✓ Send (or have him/her send) a follow-up email with a summary of action items.
89 / Foundations of Leadership © 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
Conversation Preparation: Managing Performance Issues
PREPARE
SUMMARIZE
Take notes, in the space below, on what the leader is saying that you think is effective. Write
down specific quotations that you want to reference in your feedback. Watch for the leader’s
use of the strategy, strategic questioning, active listening, building trust, and communicating
benefits.
Why are we What are we trying How can we Who will be When will we
here? to achieve? achieve it? accountable? follow up?
As you consult with your partner/group, consider asking their perspectives on one or more of
the questions below. Take notes in the space provided on their responses to your questions.
What are some alternative What emotions How could I be How might I approach
clearer? parts of the conversation What questions might
ways that I could say might this
differently? I want to ask this
_________? conversation evoke?
individual?
Within the organization, and particularly as a leader, you are bound to face resistance in many
forms over the course of your career — team members who are resistant to take on a new
project or assignment; senior leaders who are resistant to give you more budget dollars for
new resources; customers who are resistant to take your suggestions for improvements to a
design. And that’s only the beginning…
To reap the benefits, it’s important that resistance is handled respectfully by partnering with the
person raising the objection.
© 2019 by BlessingWhite, a Division of GP Strategies. All rights reserved. Version 4.3, 9/19. No part of these written materials may be reproduced, in any form or
by any means, without permission in writing from BlessingWhite, Hamilton, NJ, USA. In North America, Tel: 609.528.3535. In Europe, Tel: +44 (0).1628.550085.
Usage is subject to the terms and conditions agreed to in the license agreement.
In the face of resistance, there are several natural reactions you could have, depending on
the situation and context. Each reaction that you experience can impact both the resister and
ultimately the relationship.
Defend Become
defensive of
your idea/
perspective
and
fight the
resistance
head-on.
Admit Lose
Defeat confidence
and
concede
your idea or
perspective.
Below are various sources of conflict. Read the sources and mark the two that are most
accurate for you.
❑ unreasonable demands.
❑ Balancing the demands of work and home.
100 / Foundations of Leadership © 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
The Resistance Roundabout
The Resistance Roundabout will help you to take a collaborative approach to handling
resistance by bringing the resister into the conversation, seeking to understand his/her
perspective and the root cause of resistance, and working together to develop a solution
that meets both people’s needs.
EXPLORE
AND
CLARIFY
RESISTANCE
POINTS
6 2
EMPATHY
MISUNDERSTANDINGS
CONCERNS
OBJECTIONS
5 3 PROVIDE
COLLABORATE CONTEXT AND
AND GAIN
CLARITY 4 BACKGROUND
INVITE
IDEAS
101 / Foundations of Leadership © 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
Handling Resistance Tips
Make sure you’ve identified the root cause of resistance — the stated issue may not be the
issue at all.
Once you think you’ve handled the resistance, be sure to check back in periodically to
ensure attitudes haven’t changed.
Don’t invite others’ ideas unless you’re willing to consider them. Asking for ideas and not
using them would have the opposite effect on what you’re intending.
If you’re missing data or information, be honest — others will sense if you’re stretching for
answers or floundering, which will increase resistance.
102 / Foundations of Leadership © 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
Resistance Roundabout Application
4 Invite Ideas
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Observer’s Notes
Take notes, in the space below, on what the leader is saying that you think is effective. Write
down specific quotations that you want to reference in your feedback. Watch for the leader’s
use of the strategy, strategic questioning, active listening, building trust, and communicating
benefits.
6 2
EMPATHY
MISUNDERSTANDINGS
CONCERNS
OBJECTIONS
5 3 PROVIDE
COLLABORATE CONTEXT AND
AND GAIN
CLARITY 4 BACKGROUND
INVITE
IDEAS
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Peer Consulting Notes
As you consult with your partner/group, consider asking their perspectives on one or more of
the questions below. Take notes in the space provided on their responses to your questions.
What are some alternative What emotions How could I be How might I approach
clearer? parts of the conversation What questions might
ways that I could say might this
differently? I want to ask this
_________? conversation evoke?
individual?
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Notes
106 / Foundations of Leadership © 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
Influencing Others
Influencing Others Overview
To get things done in organizations, you typically have to rely on the buy-in, commitment,
support, and approval of other individuals. Whether it’s obtaining approval from your
own manager to get additional resources for a particular project, or gaining commitment
from a team of individuals over whom you have no direct authority, influencing others
is a critical skill for success.
© 2019 by BlessingWhite, a Division of GP Strategies. All rights reserved. Version 4.3, 9/19. No part of these written materials may be reproduced, in any form or
by any means, without permission in writing from BlessingWhite, Hamilton, NJ, USA. In North America, Tel: 609.528.3535. In Europe, Tel: +44 (0).1628.550085.
Usage is subject to the terms and conditions agreed to in the license agreement.
108 / Foundations of Leadership © 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
What Is Influencing?
What are some situations in your day-to-day work life where you need to influence
others?
Peers Manager/Senior
Leaders
SELF
Team Others
Members
110 / Foundations of Leadership © 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
Characteristics Of Effective Influencers
Some people seem to be born as natural influencers. For others, it takes conscious skill
development. Think about the people you know who are effective influencers.
Our research has shown that effective influencers share some common characteristics. Here
are some of the most important:
Credible
Trustworthy
Strong
Networkers
Effective
Communicators
Strategic
111 / Foundations of Leadership © 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
Credibility
111 / Foundations of Leadership © 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
Credibility
Letting your moods impact your interactions – when you appear inconsistent
or temperamental during interactions with others, they’ll question your
credibility.
112 / Foundations of Leadership © 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
Communicating Benefits
Being able to communicate the benefits of whatever it is you’re trying to influence others to
support, buy into, do, or agree with, will help them to see what’s in it for them and for the rest
of the organisation. Providing a wide range of benefits and explaining the impacts — from the
individual to organisational level — may help to provide those you’re influencing with context
and incentives that they need.
Individual Team/Department
Organisation Customer
113 / Foundations of Leadership © 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
Communication Strategy: Managing Performance Issues
To influence others successfully often requires sitting down and having one or more
conversations to share your point of view and context, communicate benefits, and uncover
points of resistance. Use the following strategy to plan for conversations that will help you to
influence others by taking a collaborative, respectful approach.
PREPARE
With whom will you be talking?
What do you know about them? (personality style, values, goals, motivators, engagement level)
What type of communication do they prefer? (Face-to-face, phone, email? Formal/informal?
High level/detailed? To the point/conversational?)
What data or information do you need to gather and have accessible?
What emotions, concerns, objections, or questions may arise?
SUMMARIZE
✓ Recap the conversation to ensure you are both on the same page.
✓ Send (or have him/her send) a follow-up email with a summary of action items.
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Conversation Preparation: Leveraging High Performance
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Influencing Conversation: Preparation Worksheet
PREPARE
SUMMARIZE
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Notes
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JLP +
junior / leaders / programme+
EVALUATION
Name: ________________________________________
Date: ____________________
Please circle the number that indicates agreement with the statement.
strongly strongly
Workshop Materials disagree
disagree uncertain agree
agree
Workshop
Facilitator
Continued
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© 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
11. In what ways has this workshop been of most value to you?
13. Do you recommend that we continue to offer this workshop? Yes No
14. If yes, whom else would you recommend attend and why? If no, why not?
15. Comments/Suggestions:
16. Would you give us permission to quote any of your comments on this evaluation in our
promotional materials? (If yes, thank you!)
17. BlessingWhite frequently surveys leaders regarding the issues they face. Would you be willing to
be a part of our ongoing research?
Yes – email address: _____________________________________
No
18. Would you like to subscribe to BlessingWhite eNews on workplace topics? If yes, please supply
your email address: ________________________________________
EMOTION
PARTNERSHIP
SUCCESS SUCCESS
VALUES, GOALS, STRATEGY VALUES, GOALS, STRATEGY
AC UM
M TR
ON
CO
AX IB
SF M
N
TI
ENGAGED
IM UT
TI XI
SA MA
UM ION
OR
GA AL
NI I DU
ZA
TIO DIV
EXPLORE
IN
AND
N CLARIFY
RESISTANCE
POINTS
6 2
EMPATHY
MISUNDERSTANDINGS
CONCERNS
OBJECTIONS
5 3 PROVIDE
COLLABORATE CONTEXT AND
AND GAIN
CLARITY 4 BACKGROUND
FORMAT INVITE
IDEAS
Open Closed
Fact
FOCUS
Value
Ensure you are both clear on next steps and interim dates.
Determine which of you will send a follow-up email.
SUMMARIZE
✓ Recap the conversation to ensure you are both on the same page.
✓ Send (or have him/her send) a follow-up email with a summary of action items.
Appendices
Appendix A - The EC2 Coaching Prompt
EC 2
implications.
explore /collaborate/commit
iii / Foundations of Leadership © 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
Sample Coaching Questions
What are your thoughts about the right way to approach this?
Would you like to explore that topic a bit?
Tell me more about your experience over the past few weeks.
In what ways can I be most helpful?
The GROW model can be used either in the moment or in a formal coaching session as a
catalyst for your thinking. It is designed to ensure that you, as the leader, are working with
others (direct reports, peers, etc.) to help them find their own path to success.
OPEN - Goal
What is the purpose of this discussion? • Identify the behaviour you • Describe the
current reality
want to change
What do you want to achieve (both short • State the objective of
• Consider the
starting point
and long term?) the session
• Test assumptions
• Structure this
When do you want to achieve it by? change as a
goal
Goal Reality
How is that positive, challenging, attainable,
measurable?
CLARIFY - Reality
Will
What is happening now? (What, When, Options
Where, How Much?)
Wrap-up
• Ensure goals are
SMART • What is possible?
Who is involved or needs to be? • Identify obstacles • Seek ideas
and agree on support
What have you done about this so far? • Make Choices
• Commit to action
What else could you do? When are you going to do it?
What different approaches have you How will you overcome them?
thought will give the best return?
Who needs to know?
Would you like another’s suggestion?
What support do you need?
What are the benefits and costs of each?
How will you get that support?
General feedback can result in unpredictable responses. It may or may not lead to action
being taken or a different outcome. Usually the intention for giving feedback is to let the
receiver know what they did well or how they can take steps to improve.
A tool that can help with this is the SBI model, which stands for Situation, Behaviour, Impact.
First, you discuss the specific situation that occurred, and you let the person know the
behaviour that caused the positive outcome or problem. Then you explain how the
behaviour impacted the situation, providing additional context and details which may not
have been evident to the receiver.
Next, you can have a discussion about how an alternative behaviour could have been used
instead, to create a more positive impact or prevented a negative one.
It’s a simple model which can really help frame the conversation and result in a constructive
outcome. This structured approach will help you to provide better feedback, and give people
something to work on for next time.
1. LEADING TEAMS
Freddy
Freddy has aspirations to be a senior leader one day. He has volunteered to actively help
develop the current team he is working in. His leader had educated him on the FORCE Model
and the Tuckman’s 4 Stages of Team Development. His leader also asked him for some ideas
what should be done to lead the team in the following scenarios. Specifically, the leader
wanted to know which part of the FORCE Model to pay more attention to in each of the
following scenarios.
a. Team members still don’t really know each other well. Whilst they may know their own
role, they are still not sure about the specific outcomes they are responsible for as
different leaders may have their own preferences of assigning tasks and responsibilities.
b. Some of the newer team members are feeling uncomfortable as they don’t seem to see
eye to eye with how things should be done by some of the older members. As a result,
there has been a few heated discussions amongst a few of them.
c. The team is working well but there is still a need to keep reminding them of deadlines
and quality of work. Also, they are still unsure what to do when the challenges surface and
tend to wait for specific instructions.
d. The team has proven themselves capable of being responsible for the timely execution of
all tasks assigned to them. Team morale is also high.
vii / Foundations of Leadership © 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
2. SETTING GOALS
Joseph
Joseph just received the following goal assignments from the Chief Officer. The Chief Officer
was busy and had told Joseph to meet him later to discuss any questions he may have about
the goals.
1) The port authorities at the next port of call has just announced new protocols and
procedures which will affect cargo handling. The goal is to comply with all the new
protocols and procedures.
2) A piece of cargo handling equipment has been found to be giving some occasional
problems. The goal is to coordinate with the Engineering team to sort it out.
How can Joseph use the SMART model to help with his discussion with the Chief Officer?
(feel free to make some assumptions based on this possible real-world scenario)
viii / Foundations of Leadership © 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
3A. COACHING
You have been working hard and this is not the only task you need to finish by tomorrow. You
still have to submit a weekly report and you have also promised to make a video call with
your family as your daughter just started schooling a few days ago. You do feel stressed that
you may not be able to complete this assignment to the satisfaction of your leader, Darpan.
Fortunately, Darpan asked you during the morning break how you were progressing and both
of you agreed to catch up during lunch for some coaching if you were still stuck.
Use the EC2 coaching model to help you proactively think of what coaching questions
Darpan might ask you to explore the current situation you are in and to collaborate on
possible next steps. For the questions you come up with, consider how you might respond.
(feel free to make some reasonable assumptions based on this possible real-world scenario).
At the morning break, you decided to check in with Michael on his progress and he informed
you that he was still somewhat stuck and has not really made much progress. As he seemed a
bit stressed, you offered to spend some time coaching him during the lunch break and he has
agreed.
Use the EC2 coaching model to help you prepare some coaching questions to explore
what Michael is going through, to understand his coaching needs and to collaborate with
him on his next steps. You still would want him to complete this assignment to maintain his
motivation. (feel free to make some reasonable assumptions based on this possible real-
world scenario)
Charlie
Fernandez has been coaching Charlie on how to introduce a better variety as well as quality
of menu to the crew. Although Charlie was initially stubborn about it, Fernandez persisted
and managed to convince Charlie to make an attempt.
In this morning’s meeting, Fernandez asked Charlie to make a quick presentation of the
changes he is making to the menu to the team. Midway through, someone commented
jokingly “how can the food be different if the cook is the same?”. Instead of feeling upset or
insulted, Charlie remained calm and answered “thank you for that challenge and I promise
to be a better person and a better cook.” Everyone laughed and applauded Charlie for his
efforts at improving the menu as well as his handling of the comment.
Fernandez was going to say to Charlie “Great presentation!” but quickly remembered that SBI
feedback was a better way to provide feedback. If you are Fernandez, how would you rewrite
the feedback?
Bingwen
Bingwen is an experienced crew but only joined the company recently. This is in fact the first
time you are working with him. He seemed very technically competent and you feel he has
potential to be developed further.
This afternoon in the engine room, you happened to observe Bingwen questioning another
crew who was younger and less experienced. Bingwen appeared upset with the younger
crew’s answers and you heard Bingwen saying “When I was your age, I put in a lot of my
own effort to learn. Not knowing is not an option! Why can’t you have more initiative?” The
younger crew was visibly upset too with Bingwen’s remarks and retorted “If you don’t want to
help me, just say so.”
You were going to tell Bingwen “You need to learn respect and be willing to share your
experience” but quickly remembered that SBI feedback is a better way to provide feedback.
How would you rewrite your feedback?
xii / Foundations of Leadership © 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
5. HANDLING RESISTANCE
Pito
One of your crew, Mihal fell sick and you asked Pito to absorb Mihal’s tasks until he recovers.
You have always depended on Pito as he is hard-working so you were taken aback when Pito
responded “you should get someone else to absorb Mihal’s responsibilities as I am already
overloaded with work. Or we can just wait for him to get well, he needs to do his fair share of
work too.”
Whilst you do appreciate that Pito has much on his plate, you know that he can still absorb
some more if he re-prioritize some of his existing work. It also occurred to you that Pito’s
relationship with Mihal has not been great recently. You are not sure whether it is due to work
or personal reasons. Whilst some of Mihal’s tasks can wait till he gets better, there are a few
which requires immediate attention.
You were going to defend your request and insist that Pito at least absorb the tasks requiring
immediate attention but then you remembered the Resistance Roundabout is a more
effective way to handle this resistance from Pito. You feel that insisting will damage the high
trust level you have with Pito and you also want to find out the real source of resistance with
the view of helping Pito and Mihal develop a better relationship moving forward.
How would you use the Resistance Roundabout in this scenario? Be prepared to do a role
play with the facilitator if selected.
xiii / Foundations of Leadership © 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
6A. INFLUENCING OTHERS
Ricardo
Ricardo reports to Jiang, the 2nd Engineer. Ricardo’s team has been assigned 5 new tasks
during a particularly busy period. The tasks need to be completed by end of the week.
His crew has been working very hard the last 2 weeks and they are showing some signs of
fatigue. This is the first time Ricardo is reporting to Jiang whom he finds is quite focused on
getting things done on time and is also quite particular about the quality of work by crew.
Ricardo does not interact with Jiang as much as he would have liked to because of some
gaps in communication. In his previous projects, the 2nd Engineers would always discuss with
him tasks assignment before confirming them. This hasn’t happened with Jiang which may
have been compounded by the communication gaps. Fortunately Ricardo has worked before
with the Chief Engineer, Harjeet.
Seeing that his crew is struggling and stressed, Ricardo feels it is his responsibility to have a
discussion with Jiang and try to influence Jiang to reduce some of the task assignments or
perhaps their completion deadlines so as not to demotivate his crew as well as prevent any
untoward safety issues. His target is to either reduce the number of tasks from 5 to 3 or to
extend the deadlines of 2 of the tasks to the end of the following week.
How should Ricardo use the 5 Influencing Strategy of Demonstrating Credibility, Displaying
Trustworthiness, Leveraging on Network, Effective Communication and Linking to Strategy in
his discussion with Jiang?
xiv / Foundations of Leadership © 2018 by BlessingWhite, A Division of GP Strategies. All rights reserved.
6B. INFLUENCING OTHERS
Jiang
Jiang is the 2nd Engineer onboard and was only recently promoted. He rose up from the ranks
pretty fast as he is hard-working, always embraces challenges and is very particular about
the quality of his work. He is quite keen to prove to himself that he will also be a great 2nd
Engineer.
Jiang had recently assigned 5 new tasks to one of his direct reports, Ricardo. Although it
is the first time he is working with Ricardo, he finds Ricardo a nice and responsible person,
at least from the interactions that he has had with him. He would have liked to interact with
Ricardo more if not for his own busy schedule as well as some communication gaps. He has
made it a point to build more trust with Ricardo in due time, similar to what he is doing with
the Chief Engineer, Harjeet. In fact, Harjeet had asked Jiang to help develop Ricardo further
as he can sometimes be “too nice” to his crew. Jiang has also observed that many times
Ricardo would rather have meals with the crew than to join him and Harjeet. Jiang recalled
that he himself had similar issues around holding his crew accountable for completing
tasks on time and on quality as a new leader. Ricardo had asked for a discussion and Jiang
intends to influence Ricardo to step up his leadership to ensure all 5 tasks can be completed
by the end of the week as required by Harjeet. He is however open to different ways of
accomplishing the tasks and deadlines without compromising quality, safety and crew
engagement.
How should Jiang use the 5 Influencing Strategies of Demonstrating Credibility, Displaying
Trustworthiness, Leveraging on Network, Effective Communication and Linking to Strategy in
his discussion with Ricardo?