The Seven Habits Of Highly Effective Managers

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The Seven Habits of Highly Effective ManagersAs Presented by Todd Wangsgard, PhDFranklin Covey – Downtown Chicago Office200 W. Adams St., Suite 1000Chicago, IllinoisOctober 17 – 18, 2007A Post-Seminar Trip ReportSubmitted on November 5, 2007William F. Slater, III, PMPProgram Manager, CSSS.NETWilliam F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 1 of 36

Table of ContentsTable of Contents2Executive Summary3Introduction4What Are the Seven Habits of Highly Effective Managers?4Some Planning Tools for Highly Effective Managers6Application to My Present Position15Application to My Personal Life16Overall Opinion of the Class16Personal Reflection16Conclusion17Appendix A – Hidden Resource Finder18Appendix B – My Contribution Statement20Appendix C - 5-Minute Presentation Planner21Appendix E - Work Compass24Appendix F - Time Matrix – Quadrant Categorizer Tool25Appendix G – Four Management Mindsets, and Win-Win Performance Management 26Appendix H – Win-Win Performance Agreement28Appendix I – Emotional Bank Account30Appendix J – Feedback Facilitator30Appendix K – Empathic Listening Checklist31Appendix L – Empathic Listening Guidelines32Appendix M – Constructive Feedback Guideline Checklist33Appendix N – Third Alternative Finder34Appendix O – Team Member Survey – Four Dimensions of the Whole Person35William F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 2 of 36

Executive SummaryThis report is a summary of the information, best practices, and tools I learned at theFranklin Covey Seminar on the Seven Habits of Highly Effective Managers. This twoday seminar was highly effective and practical because it presented a host of practicalideas for becoming a better, more productive person and a more effective professionalmanager.William F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 3 of 36

IntroductionFrom October 17 – 18, 2007, I attended the Franklin Covey Management Training Seminar titled“Seven Habits of Highly Effective Managers” in Downtown Chicago. There were 16 participantsattending. The seminar was derived from the principles of Dr. Steven Covey’s bestsellingbusiness book, “the Seven Habits of Effective People.” It was excellent in every way. Amongthe highlights was training in some valuable tools that will help make me a more effectivemanager, along with some excellent concepts in leading people.In this report, I have strived to share what I learned from the seminar and also the actual tools wewere introduced to during the seminar. I know the things I learned in this seminar will benefit mefor the rest of my life. But it is my hope that others in our organization can also benefit from theideas and tools detailed in this paper.What Are the Seven Habits of Highly Effective Managers?The diagram below from Dr. Steven Covey’s bestselling business book, “the Seven Habits ofEffective People,” was the “roadmap” for the order in which the habits were presented.Figure 1 – The Stephen Covey Diagram of Seven Habits of Highly Effective PeopleWilliam F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 4 of 36

The actual seven habits we reviewed are listed and summarized below.1. Be ProactiveUsing your resourcefulness and initiative to break the barriers to results.2. Begin with the End in MindMake the contribution you are capable of making.3. Put First Things FirstFocus on a few “wildly important goals” and track your progress.4. Think Win-WinMake Win-Win Performance Agreements to motivate superb performance.5. Seek First to Understand, Then to Be UnderstoodPractice Empathic Listening and give honest, accurate feedback6. SynergizeAlways see the Third Alternative – the truly creative solution or decision.7. Sharpen the SawUnleash the potential of your Team members by tapping the “whole person.”William F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 5 of 36

Some Tools for Highly Effective ManagersThe following tools were explained and used with different student partners in the class.Tool NameHiddenResourceFinderArea1 – BeProactivePrimaryPurposeUsefulnessCommentsThis is avaluable aid forfindingresources toaccomplishtasks orprojects whenwe faceconstraints onresources,money or both.This isessentially abrainstormingtool to helpovercomeroadblockswhen tasks orprojects need toget done but theresource pool(s)have beenexhausted, orpeople aredenying youaccess to theresources youneed tocomplete yourobjectives.This is a quickway to tap intoadditionalresources thatyou may havepreviously notconsidered.William F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 6 of 36

Tool onStatement2 – Begin withthe End inMindThis tool makesthe personfocus on whattheircontribution tothe organizationwill be, andthen put that inwriting.This is a usefultool because itmakes theperson thinkabout whattheircontributionwill be, andthen write itdown. If doneasrecommendedby theinstructor,sharing thecontributionstatement withothers,including theTeam and mymanager is apowerful formofcommunication.I wrote aContributionStatement onthe first day ofthe seminar. Ihave shared thisstatement, asrecommendedby theinstructor, withmy team andmy manager.5-MinuteMeetingPlanner2 – Begin withthe End inMindThis is a usefultool to ensurethat meetingsand planned,and that theyeach have apurpose.Proper use ofthis toolensures thatpeople’s timewill not bewasted, and thatthe managerwill be seen asbeing able toplan andorganize andmeeting.This is a usefultool. While Ialways have anagenda formeetings I planand conduct, Iwill probablyuse this toolalso from timeto time.William F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 7 of 36

Tool esentationPlanner2 – Begin withthe End inMindThis tool makessure thatpresentationsare purposefuland to thepoint.This can beused forpresentationsdelivered bothinside work andoutside ofwork.It is a veryuseful tool,even if it is a bitsimplistic forlongpresentations.One of thereally usefulthings aboutthis tool is thechecklist ofpresentationrequirements atthe bottom ofpage one. Thiscan help ensurethat thepresenterdoesn’t forgetanything thatcould benecessary forthepresentation.5-MinuteProject Planner2 – Begin withthe End inMindThis is a veryhigh-level toolto define thepurposes of aproject and thehelp organizethe planningeffort.This tool canserve to quicklycommunicate tocolleagues in awell-organizedway, what thepurposes of aproject are, andit is onemethods to helpensure that theproject will beseen in apositive lightand that it willbe approved.This is helpfulin gettingstarted with aproject.William F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 8 of 36

Tool NameAreaPrimaryPurposeUsefulnessCommentsWork Compass3 – Put FirstThings FirstThis tool, whenused at thebeginning ofeach week, willlist and focusthe individualon the “WildlyImportantGoals” (WIGs)as well as thekey objectivesto beaccomplishedunder each ofthe WIGs.When thisWork Compassis put in aprominentplace, such asthe individual’splanning book,it is useful to bea constantlyreminder aboutthe WIGs andthe keyobjectives to beaccomplishedduring thatweek. It alsoserves asdocumentationin the futureabout whatneeded to beaccomplishedduring a givenweek.I will be usingthis tool to helpme be betterorganized.Time Matrix –QuadrantCategorizerTool3 – Put FirstThings FirstThis tool helpsan individualunderstand thecategories ofthe dailyactivities thatthey areinvolved in, andhow some ofthose activitiescan be timewasters.Categorizingactivities in thismanner helpsme understandthe value ofQuadrant IIactivities andhow theseleadershipactivities canhelp avertcrises, andminimize timeand impact ofQuadrant IIactivities.This is a reallyuseful tool. Itmakes me morecommitted toplanning andspending mostof my timedoing QuadrantI and QuadrantII activities.William F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 9 of 36

Tool mentMindsets andthe ContinuumsofConsiderationvs. Courage:4 – Think Win–WinThis tool helpsdefine the typesof interactionthat people canhave, and helpsmanagers bemindful ofcreatingsituations thatcan bedescribed asWin-Win.This toolgraphicallycategorizesthese mindsetsand serves as akind of cautionabout thenegative resultsof thesemindsets:The emphasison thecontinuums ofdegrees ofcourage andconsiderationrequired foreach of thesemindsets was auseful reminderto me about thedynamics andthe types ofeffort that gointo greement4 – Think Win–WinThis toolcaptures inwriting theprinciples ofthe Win-Winmindset, andestablishes theexpectations ofa Win-Winsituation andmethods toachieve them.This tool, in ahighlyorganized way,will helpcapture thenecessary stepsto create a WinWinperformanceand mindset. Italso serves asgooddocumentation,showing theintentions ofwhat isexpected, atimetable, andhow theprogress towardthese goals willbe measured.William F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILThis is anextremelyuseful tool andI will be usingit when I needit.page 10 of 36

Tool ank Account– MakingDeposits andWithdrawals4 – Think Win–WinThis tool is asimple checklistto help peopleunderstand theeffect ofbehaviors onthe trust levelsand quality ofrelationships.This can helppeopleunderstand theeffects of bothgood and badbehaviors andhow they canbuild up or teardownrelationshipsand the trustthat needs toexist in order tomake thingswork well in arelationship.This is a veryuseful tool,even thoughsome mightbristle at thename,“EmotionalBack Account.”FeedbackFacilitator5 – Seek Firstto UnderstandThen to beUnderstoodThis tool helpsprovideConstructiveFeedback in anorganized way.This is used toaccuratelycommunicateconstructivefeedback in anorganized way.This is a veryuseful tool but Ithink that itsuse could carrywith it somecareer limitingimplicationsand results.EmpathicListeningChecklist5 – Seek Firstto UnderstandThen to beUnderstoodThis covers theDo’s andDon’ts ofEmpathicListening.This is animportant toolto help anindividualunderstand theway they arelistening andprovidingfeedback wheninteracting witha person.I personallyfound this to beone of the mostchallengingconcepts in theseminar andone where Ineed morepractice.William F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 11 of 36

Tool steningFramework5 – Seek Firstto UnderstandThen to beUnderstoodThis frameworkshows how togive feedbackduring aconversation sothat the personyou areinteracting withwill understandthat you areengaging inempathiclistening.This is veryuseful butrequires a greatdeal of thoughtand practice, atleast for me.(See ist5 – Seek Firstto UnderstandThen to beUnderstoodThis checklistcontains thevarious types ofFeedbackTechniques andcategorizesthem as Do’s orDon’ts, and itprovidesexamples ofwhat each ofthe types ofDo’s andDon’tsThis is veryuseful andrequirespractice.I will be usingthis tool atwork.William F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 12 of 36

Tool NameThirdAlternativeFinderArea6 – SynergizePrimaryPurposeUsefulnessCommentsThis tool helpsa manager findotheralternativeswhen a problemneeds to besolved.This tool isvery usefulbecause it helpsyou come upwith othersolutions thatcan better solvea problem, butwhich had notbeen previouslyconsidered.While this is auseful tool, Iprobably won’tbe using it morethan once ortwice a month,because thechallenges Ihave are notconducive tohaving thesolutionsworked out inthis manner.Somethingabout the way agovernmentposition addsstructure cancreate aframework ofbureaucracythat doesn’tpermit the useof such tools.William F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 13 of 36

Tool NameAreaPrimaryPurposeUsefulnessCommentsTeam MemberSurvey: TheFourDimensions ofthe WholePerson7 – Sharpen theSawThis tool helpsa managerunderstand thata person mustbe understoodand viewedfrom thedimensions ofHeart, Mind,Body andSpirit.If Teammembers openup and sharethe ideas listedin this survey, itwill help themanagerunderstandthem better as aperson. If youunderstandpeople better,you can relateto them betterand lead themmoreeffectively.I shared thissurvey with mytool and twohave alreadyresponded.William F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 14 of 36

Application to My Present PositionAmong the most important principles discussed that can help me be a more effectivemanager: You manage things not people. You lead and inspire people to accomplish themission. You need to get your own house in order before you can be an effective leaderand lead others. Great leaders trust their people, inspire, equip, and empower them to besuccessful.This seminar made me more mindful of my responsibilities to be a positive, effectiveleader and how applying these concepts can help ensure my success and the success ofmy Team.William F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 15 of 36

Application to My Personal LifeThe concepts covered in this seminar, particularly regarding being more organized andalso using the tools show in the appendices, are applicable to my personal life as well asmy professional life. I am already using some of the concepts and tools to make me moreeffective in my personal life.Overall Opinion of the ClassShown below is the feedback I gave on my seminar evaluation form:The class was very effective because:1) great content2) great tools and processes3) great facilitator4) great participants to share with, work with and learn from5) it was presented in a good setting, a great environment that was veryconducive to learning and growth6) it had relevant ideas and tools that will be immediately useful when Ireturn to workI would definitely recommend this class to anyone who is in or who is aspiring to be in aleadership role.Personal ReflectionWhile the concepts covered in this seminar are very simple to understand, and for themost part, rather easy to implement, finding the person who applies all these concepts isan uncommon thing. The two areas I saw that I need to work on were the EmpathicListening skills and also the Constructive Feedback. I also discovered in this seminarthat the will to succeed and the application of having a well-disciplined life, where theseseven habits are applied, can lead to success both in my personal life and in myprofessional life. A few times during the seminar, the phrase, “so you can have thosemountaintop experiences” was used. To me, that phrase indicates the experience andfeeling of a person who has been successful at applying the seven habits, and attains thesensation that one feels when they have reached the summit of a mountain they have beenclimbing. That is precisely what I am aiming for, by applying these principles, addingthese additional disciplines and tools into my personal and professional life.William F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 16 of 36

ConclusionAttending this seminar, with all the things I learned and useful materials I received, was areal growing experience. When I was first scheduled to attend this seminar, I knew itwould be worthwhile and offer some helpful information, so I came in with an open mindand a positive attitude. However, it surprised me because the practical information andtools offered in this seminar were all of such high quality, that they will help make me amore effective manager and a more effective IT professional throughout the rest of mycareer.Finally, I am grateful to my management for providing this opportunity and I am alsograteful to work at a company that provides such educational opportunities under theauspices of the Educational Assistance benefit.Thank you for sending me to this management training seminar.William F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 17 of 36

Appendix A – Hidden Resource FinderHIDDEN-RESOURCE FINDERThe Hidden–Resource Finder helps you identify resources you never knew you had soyou can overcome obstacles and accomplish your goals.Write your challenge in the middle and brainstorm out from the four resource categories.Reference the questions on the next sWilliam F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 18 of 36

HIDDEN-RESOURCE FINDERHIDDEN-RESOURCE QUESTIONSPeople Who could help us? Who has interests or goals that are aligned with ours? Whose view of this challenge is totally different from ours? Who else could we brainstorm with?Budget Suppose the existence of the entire organization depended on this project. What wouldwe do to get the budget? No budget? No approval? We just haven’t talked to the right people yet. Who else couldwe talk with? What kind of business case do we need to make that would persuade people to give usthe budget? What partnerships could we form to get the budget?Knowledge What don’t we know that we need to know? If we could ask anyone in the world about this, whom would we contact? What’s the best, richest, most up-to-date source of information on this subject? How dowe get to it? Imagine that these obstacles didn’t exist—how would we proceed?Technology/Tools What tools and technology do we need? What tools and technology do we have access to? If we had our choice of technology, what would we use? Who has it? What’s in it for them to provide us the use of it?William F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 19 of 36

Appendix B – My Contribution StatementMy Contribution StatementWilliam F. Slater, IIIOctober 17, 2007I will demonstrate through word, thought and deed that I am an effective,dedicated and inspired manager, who can lead by example and who caninspire every member of my Team to perform at an optimal level, in order tomeet and exceed the customer’s expectations. I will also at the same timestrive to help each member of the Team become the best professional thatthey can be, and be a personal resource and mentor to all who need one.William F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 20 of 36

Appendix C - 5-Minute Presentation Planner5-MINUTE PRESENTATION PLANNERPresentation TitleLocationDate and TimeWhat is the audience and what are their needs?What is the overall goal of my presentation?What are the three main supporting points I want to make?1.2.3.What do I want the audience to do as a result of my presentation?How many people will be in the room?What equipment and materials will I need?HandoutsFlip chart and herNotesWilliam F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 21 of 36

Appendix D - 5-Minute Project Planner5-MINUTE PROJECT PLANNERProject TitleStart DateProject LeaderTarget Finish DateWhat’s the purpose of this project?What are the desired results of this project?1.2.3.4.5.6.7.8.9.10.How does this project advance the organization’s most important priorities?Who are the key stakeholders? What are their needs?StakeholdersNeedsWhich factor is most important—time, cost, or quality? Why?William F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 22 of 36

What is the budget?What resources do we need for this project (people, equipment, material, facilities)?NotesWilliam F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 23 of 36

Appendix E - Work CompassWORK COMPASS TMWeek of:WILDLY IMPORTANT GOALSWIG 1WIG 2WIG 3THIS WEEK’S FOCUSWhat are the few key objectives I mustaccomplish this week to advance my ectiveTaskTaskTaskNOTESWORK COMPASS INSTRUCTIONSStep 1: Record your wildly important goals (WIGs). Where possible, write the WIGs interms of measures—from what to what by when?Step 2: Under “This Week’s Focus,” record the few key objectives you must accomplishtoadvance the WIGs. (Think in terms of results, not just activities.)Step 3: List a few key tasks under each objective.Step 4: At the end of the week, evaluate your performance.William F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 24 of 36

Appendix F - Time Matrix – Quadrant Categorizer ToolDoing a self-analysis and understanding where you spend most of your time as amanager, and trying to organize most of your life into Quadrant II will make you a moreeffective manager.Not ImportantImportantThe Time Matrix UrgentNot UrgentQuadrant IQuadrant IIWildly important goalsVital customer callsMajor deadlinesLast-minuteassignments from yourbossPressing problemsCrises Wildly important lopmentDefining contributionCoaching and mentoringWin-Win PerformanceAgreementsNecessityLeadershipQuadrant IIIQuadrant IVToo many objectivesUnimportant meetingsMeaningless reportsNeedless interruptionsLow-priority e-mailOther people’s minorissues Workplace gossipBusyworkAimless Internet surfingTime-wastersIrrelevant phone callsDeceptionWasteCopyright 2005 Franklin CoveyWilliam F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 25 of 36

Appendix G – Four Management Mindsets, and Win-WinPerformance ManagementFour Management MindsetsWin - WinWin - Lose Low moraleDisloyal employeesHigh turnoverLow productivity High moraleLow turnoverHigh productivityLoyal employeesCourage(Most Desirable)Lose - WinLose - Lose Los of employeesLow productivityLow moraleFrustration Inmates are running theasylumEmployees have norespect for managementConsiderationCopyright 2005 Franklin CoveyWilliam F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 26 of 36

Traditional Performance Management vs.Win – Win Performance ManagementWin – Win PerformanceManagementTraditional PerformanceManagement Boss decides what to work onAmbiguous or unclear individual work goalsLittle notion of consequencesAwkward, infrequent performance reviewsthat are disconnected from the results.Unmotivating or unclear.Boss rates employee’s performance onvague criteria. Boss and employee decide together whatthe desired results areClear goals with clear measures“Wins” clearly defined for all parties, as wellas the consequences for nonfulfillmentFrequent reviews where all parties accountfor progress toward goalsHighly motivating because driven by “winsfor all parties.Boss and employee both rate performanceon clear criteria.Copyright 2005 Franklin CoveyWilliam F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 27 of 36

Appendix H – Win-Win Performance AgreementWIN-WIN PERFORMANCE AGREEMENTAgreement BetweenForTime Period:Desired at key criteria, standards, policies, or procedures should be followed?ResourcesWhat people, budget, and tools are available?AccountabilityHow will we give feedback? How often?ConsequencesWhat are the rewards if the agreement is fulfilled?What are the consequences if the agreement is not fulfilled?NotesWilliam F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 28 of 36

Appendix I – Emotional Bank AccountThe concept of the “emotional bank account” helps managers and Team membersunderstand the importance of treating one another with consideration, so trust and moralewill be high.Emotional Bank AccountDeposits Clarify expectations.Acknowledge goodperformance.Give and receive feedback.Keep your commitments.Be loyal to the absent.Apologize sincerely when youmake a withdrawal.Listen to concerns.Withdrawals Anything negative orinconsiderate that results indecreased trust and morale.Copyright 2005 Franklin CoveyWilliam F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 29 of 36

Appendix J – Feedback FacilitatorFEEDBACK FACILITATORAnswer these questions to prepare to give effective feedback—either positive or negative.Who needs this feedback (e.g., boss, team, individual, etc.)?When will I share the feedback?What is the issue?What are the facts?What is the impact of this issue on results?What are the anticipated responses I should prepare for?Use this table to record action items and follow-up dates.Action ItemBy WhenNotesWilliam F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 30 of 36

Appendix K – Empathic Listening ChecklistEmpathic ListeningJudgeAgree or disagree with what the other person is saying.“I couldn’t agree more!’“Are you out of your mind?”ProbeDon’tAsk questions to obtain information.“Where did you get that idea?”“So you want to quit, is that it?”AdviseRecommend solutions or give counsel.“When I was in that situation ”“You oughta ”Reflect ContentPut the meaning of the person’s words in your own words.“So you’re saying ”DoReflect FeelingConcentrate on and echo the way the person feels.“Where did you get that idea?”“You’re frustrated about ”Copyright 2005 Franklin CoveyWilliam F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 31 of 36

Appendix L – Empathic Listening GuidelinesUseful Responses When Listening EmpathicallyIt sounds like you feel about .So you are saying .I’m really trying to understand. Are you saying.You feel about .Angry, frustrated,excited, sad, irritated,happy, nervous,hesitant, embarassed,foolish, upset,discouraged, stifled,disrespected,emotional, confused,speechless, unsure,enthusiasticContent, topic. Ormeaning of what isbeing said.Copyright 2005 Franklin CoveyWilliam F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 32 of 36

Appendix M – Constructive Feedback Guideline ChecklistConstructive Feedback GuidelinesLabelAccusatory language is a major “withdrawal” from the EmotionalBank Account and it breeds mistrust.“You’re on of those nervous types, aren’t you?”Don’tUse Comparative LanguageComparisons make people feel insecure.“You should do this job the way Howard does it.”Think Win-WinMake sure your motive is to help the other person as well as tofulfill your own responsibilities. If your motive is not genuine,reconsider giving feedback.Describe Your ConcernsDoA key to effective feedback is to describe your feelings andconcerns – not the person.“It seems to me that ”“I’m concerned about ”Give Specific ExamplesFocus on facts rather than opinions.“You were late to work Monday, Tuesday, and Friday.”Listen EmpathicallyListen empathically to the response to your feedback.“I’m interested in hearing your view of this situation.”“So you are saying ”“It sounds like you feel ”Copyright 2005 Franklin CoveyWilliam F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 33 of 36

Appendix N – Third Alternative FinderTHIRD-ALTERNATIVE FINDERIssue PROTOTYPE 1COUNTERTYPE 1PROTOTYPE 2COUNTERTYPE 2PROTOTYPE 3COUNTERTYPE 3PROTOTYPE 4COUNTERTYPE 4PROTOTYPE 5COUNTERTYPE 5Based on the criteria of success and the prototypes and countertypes above,what is the Third Alternative?NotesWilliam F. Slater, IIIPost-Seminar Trip Report – The Seven Habits of Highly Effective ManagersFranklin CoveyOctober 17 – 18, 2007, Chicago, ILpage 34 of 36

Appendix O – Team Member Survey – Four Dimensions of theWhole PersonName:Date:What have you always loved doing?HeartWh

What Are the Seven Habits of Highly Effective Managers? The diagram below from Dr. Steven Covey’s bestselling business book, “the Seven Habits of Effective People,” was the “roadmap” for the order in which the habits were presented. Figure 1 – The Stephen Covey

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