This is an occasional series describing (anonymously) a real challenge faced by one of my ADVISA clients in Ohio and Michigan and my recommendation to them based on analysis and understanding of PI®. Please let me know what topics you’d like to see included in this series.
- Paul
Structured Planning to Initiate Recognition Program
Scenario: The President of a financial service firm seeks to turn around people’s attitude in her firm. She is interested in using every tool available for improving employee morale
PI Patterns
President – She is similar to a Control Reference Pattern, although with a Lowest B (Highest D, Low B & C, High A)
Typical Employee Reporting to President – Craftsman Reference Pattern (Highest C & D, Lowest B, Low A)
The Issue: The President wants to use face-to-face recognition that will connect with each employee’s motivating needs and drives. She believes this an effective approach to changing attitudes and that such conversations can be done quickly without additional expense. She is not comfortable with the idea of simply talking to people without some structured approach to identify the appropriate action.
PI® Analysis and Recommendation: The President’s hesitation is natural for somebody with her PI Pattern – she is a Highest D who wants to know the “right” way to do things and a Lowest B who is more comfortable with logic, facts and data than emotions and feelings.
The typical employee pattern differs from the President in that most employees are Low A and High C. What is critical with one-on-one recognition, however, is crafting an interaction that fits EACH INDIVIDUAL’s motivating needs. This is best done by focusing on each person’s single strongest need – something that a structured approach using personality assessments allows.
To address the President’s need for structure we created a table of all her key employees’ strongest PI drive. As part of the table we identified the type of recognition appropriate for each high drive (e.g. “Recognition for Error-Free Work” with Highest D individuals) and noted a list of activities in her firm that would tie into that type of recognition. We then cross-referenced this with a weekly calendar she could use as a checklist to make sure she touched each of her people at least once per week.
This type of simple task-management approach is often very useful to generate a real change in behavior. Turning the challenge of one-on-one recognition into just another to-do item simplified this activity for the President.
Results: My client followed the program through the first two cycles of employee interactions. After this point the checklist no longer became necessary as she had effectively learned how to adopt this new behavior and make the tool of in-person recognition work for her team. Happily, my client reported that attitudes began to improve. While she couldn’t take all the credit as other factors supporting a positive change occurred at the same time she still felt good about her contribution to the turnaround.