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Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results
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Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Jan 03, 2016

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Page 1: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Supervision Essentials I

Facilitated by:

Jan Dwyer Bang, MBA, CSP

Boundless Results

Page 2: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.
Page 3: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.
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“Let us be the ones who say we do not accept that a child dies every three seconds simply because he does not have the drugs you and I have. Let us be the ones to say we are not satisfied that your place of birth determines your right for life. Let us be outraged, let us be loud, let us be bold.”  - Brad Pitt

Page 5: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Vision

Healthy People in Healthy Communities

Page 6: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Mission

To safeguard and advance the health of the communities of Pierce County

Page 7: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.
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Performance OutcomesUpon successful completion of this course you will be able to

• Define and describe your attributes as a supervisor and leader.

• Understand your unique operating environment as a supervisor.

Page 11: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Performance OutcomesUpon successful completion of this course you will be able to

• Identify your legal responsibilities as a supervisor.

• Explain the use of performance development planning.

Page 12: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Performance OutcomesUpon successful completion of this course you will be able to

• Employ performance improvement in any situation.

• Create a positive and motivating environment for your staff

Page 13: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.
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Parking Lot

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Twitter and Blog Address

@jandwyerbang.com

My BLOG is www.BoundlessResults.com

Page 17: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

More RESOURCES

For the Slides for this course, plus a MYRIAD of additional resources:

www.JanDwyerBang.com/Supervisory

Page 18: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Leadership Resources

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A Few Norms

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A Few Norms

Confidentiality

Have Fun!Start and End on time

Respect other Opinions

Be open to Learning

Page 30: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.
Page 31: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Relax and get ready to learn!

Page 32: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

PRE SURVEY

Almost 20% of you responded!

Page 33: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Survey Results

Experience level in supervision varied from None to 22 years

Page 34: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Biggest Challenge

Motivating employees

Balancing production with leadership

Keeping up with stretch goals of direct reports

Dealing with conflict

Performance improvement/progressive discipline

Dealing with micro management

Dealing with two managers sharing the same staff person

Management team

Becoming familiar with structures and expectations

Page 35: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

#1 Topic

Coaching and mentoring

What does support look like?

How to align managerial principles

Conflict resolution and having those difficult discussions

What interview questions help managers find self-starters

Capacity!

Legal responsibilities

Confidentiality

Listening

Page 36: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Recognition Observe your selected leader

throughout the three days. Be prepared to share your 30 seconds observations on how that person demonstrated leadership

Page 37: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.
Page 38: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Table Introductions

Name

Role: What does TPCHD pay you to do?

How long have you been a supervisor?

Something others don’t know about you

Think about your favorite supervisor. What

qualities did/does that person possess?

Page 39: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Supervision Checklist in your

Folder

Page 40: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Role and Responsibility of the Supervisor

Page 41: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Characteristics of a Good Supervisor

Good communication skills Team builder

High Integrity Knowledgeable about state policies

Develops people Manages changes

Able to manage time Gives recognition

Ability to coach Empowers others

Constant learner Holds people accountable

Good delegator Deals with conflict

Page 42: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Letting Go

• Success means letting go of operating duties and taking on new challenges

Page 43: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Life in the Buffer Zone

• You may feel caught in the middle between differing points of view and conflicting expectations.

• You will be held accountable for meeting your manager’s expectations and keeping your employees satisfied.

Page 44: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Responsibilities of Supervisors

Policies, rules and

regulations that govern

work

Proper conduct in

the working group

Objectives and goals of the job and

group

Ways to improve and develop self

Performance standards

and expectations

Methods of accomplishing

duties

Duties and tasks

Employee

Page 45: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

7 Elements every employee needs to know

Page 46: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

7 Elements Employees need to know

Objective Duties and tasks Accepted methods

Performance standards

Improvement Policies and rules

Team Norms

Page 47: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Small Group Activity1. Read your assigned tips on page 11 and

flesh out your tips with real-life examples, pitfalls, or additional strategies

2. Flesh out additional ideas for your assigned unique situation on page 8

3. Brainstorm ways to be an effective supervisor in the “buffer zone” (refer to page 7)

Page 48: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Effective leadership is putting first things first. Effective management is discipline, carrying it out.

~ Stephen Covey

Page 49: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

If your actions inspire others to dream more, learn more, do more and become more, you are a leader.

-John Quincy Adams

Page 50: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Life-fulfilling work is never about the money –when you feel true passion for something, you instinctively find ways to nurture it.

- Eileen Fisher, who founded her line of eco-friendly organic women’s clothing

Page 51: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Servant leaders ask, “What could I have done differently that would have permitted these people to be as great as they could be?”

Jim Collins, Good to Great

Page 52: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Leadership and learning are indispensable to each other.

-John F. Kennedy

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Page 54: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Integrity: The distance between your lips and your life.

-Mark Sanborn, author of The Fred Factor

Page 55: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Traditional v. Relational Supervision

TRADITIONAL: RELATIONAL:

Identify issues to be addressed Create relationship with employee

Explain rules clearly Clearly present the problem

Explain consequences Get employee’s perspective

Offer possible solutions Engage in problem-solving

Request/direct person to comply Help employee commit to action steps

The relational approach differs from traditional approach in two ways: The emphasis on helping employees develop problem-solving skills and in the way supervisors behave toward staff.

Page 56: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Point Counter PointTraditional Supervision – Read pages 27-

31

Relational Supervision – Read pages 30-31

Both groups prepare your points and the other side’s counter points.

Page 57: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Workers don’t leave their jobs; they leave their supervisors.

When was this true of you (Or someone you know).

What specifically caused you/them to leave their supervisor?

What could the supervisor have done differently to keep you (or the person you know?)

Page 58: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Recruitment, Selection and Hiring

Page 59: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Group ActivityTime: 50 minutes

1. Arrange the steps to state recruitment in chronological order (Use envelope Jan will pass out – Jan will pass out the “Answer Key” after your group has finished)

2. Complete the Interview Question Quiz (See handout in your folder – we will grade the quiz as a class after this activity)

3. Read/scan pages 39-41 – what tips stood out for you?

4. Read job description (See handout Jan will pass out) and conduct a job analysis

5. Each group create 5-7 Behavioral-Based Questions based on job

6. Share “Best Practices” for planning & conducting effective Panel Interviews (Write on Card Stock)

7. Discuss the term “Total Compensation” – how does a supervisor affect “total compensation?”

Page 60: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Total Compensation

Salary

BenefitsWorkplace

Environment

Page 61: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Workplace Environment

Performance Management•Performance Planning•Coaching/Mentoring•Leading employees out of performance lethargy

Work/Life Balance•FMLA without guilt•Tele-working•Personal time hours

Office Environment•Professional level office furniture•Lighting, ventilation•Ergonomic analysis

Workplace Culture•Caring, empathetic•Communication as a core value•Supports management

Page 62: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Quick Review

1. What is the best predictor of future behavior?2. Why are job descriptions important?3. Should you take notes in an interview?4. What preplanning should be done before an

interview?5. Is this a closed-ended or open-ended question, “Can

you drive a semitrailer?” 6. What does “total compensation” mean and what are

specific examples of how a supervisor can make a positive impact in an employee’s total compensation.

Page 63: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Communication

Page 64: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Communication Styles Group Questions

1. What are the 3 strengths of your style?

2. What are the 2-3 weaknesses of your style?

3. What is something others don’t know about your style?

4. How do you like to be managed?

5. What do you need from the team to be effective?

6. What is your most challenging style (and why) and what can you

do to better communicate with that style?

7. If you had a “slogan” for your style – what would it be?

Page 65: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Goals

Fears

Motivations

People Have Different

PPT 9-3

Ways of seeing the world

People are Different

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Take- charge attitude.

Bossy and demanding.

PPT 8-2

Page 67: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Four Step Expressing Model

1. Assess yourself

2. Make a “door opener” comment

3. Send your message

4. Check for understanding

Page 68: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Communication Styles

• Passive

• Aggressive

• Assertive

Page 69: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Communication Styles• Passive – Behavior that avoids expressing opinions or

feelings. The person ignores his/her rights that are important to him/her. The passive style is designed to avoid conflict at all costs.

• Aggressive – Behavior which a person stands up for his/her rights in a way that violates the rights of another.    The goal is to win at all cost.

• Assertive -  Behavior in which individuals clearly state their opinions and feelings, and firmly advocate for their rights and needs without violating the rights of others. It is a direct, honest, and appropriate expression of one’s feelings, opinions, and beliefs. It is “give and take.” The goal is to achieve win-win in communication.

Page 70: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Communication AssignmentsBefore you begin – each person shares his/her communication style

• Page 53 – Situation 3• Pages 54-55 – Situation 2 and 4 – Note: For extra credit,

discuss Situation 5• Page 56 – Situation 1 and 2• Situation on Page 59• Read Active Listening on page 62• Read the Blocks to Listening on pages 63-64 – Each

person share – “what are my blocks?” Have a discussion – what are some ways to overcome some of the listening blocks? (Choose 1 or 2 listening blocks and chart ways to overcome those blocks)

• Each person does the Self-Check on Listening on p 65• Read the TIPS of Listening – pages 66-67• Read page 68 • Do the Paraphrasing exercises on page 71 (#1, #4, #5)

Page 71: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

“Before you examine the body of a patient, be patient to learn his story. For once you learn his story, you will also come to know his body.” -Suzy Kassem, Rise Up and Salute the Sun: The Writing of Suzy Kassem

Page 72: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Coaching and Motivating Others

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Teaching v. Coaching

A teacher shows or tells.

A coach helps another see or do for themselves.

Continuum of Learning

Teaching Coaching

New employees Experienced employees

Page 75: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Learning Styles

• Discuss what is your preferred learning style.

• How can you use this information to help your own learning?

• How can you use this information to be a better teacher or coach to your team members?

Page 76: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Motivating Others

Motivating Factors De-motivating Factors

Achievement Aggression

Recognition Apprehension

Interesting duties Inflexibility

Responsibility Others?

Opportunity for growth

Page 77: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Recognition provides the positive reinforcement for employees to do their best work

The new generation of workers want to do work that matters

Recognition provides that low-cost way of encouraging higher levels of performance

Why Rewards and Recognition Why Rewards and Recognition MatterMatter

Page 78: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Generation Timelinefrom Mixing and Managing Four Generations of Employees

Greg Hammill

1922-1945 1946-1964 1965-1980 1981-2000

Veterans, Silent's, Traditionalists

Baby Boomers Generation X, Gen X, Xers

Generation Y, Gen Y, Millennial, Echo Boomers

Page 79: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Generation Timelinefrom Mixing and Managing Four Generations of Employees

Greg Hammill

Veterans, Silent's, Traditionalists

Baby Boomers Generation X, Gen X, Xers

Generation Y, Gen Y, Millennial, Echo Boomers

•Respect for authority•Conformers•Discipline

•Optimism•Involvement

•Skepticism•Fun•Informality

•Realism•Confidence•Extreme fun•Social

Page 80: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Generation Timelinefrom Mixing and Managing Four Generations of Employees

Greg Hammill

Veterans, Silent's, Traditionalists

Baby Boomers Generation X, Gen X, Xers

Generation Y, Gen Y, Millennial, Echo Boomers

•Hard work•Duty before fun•Adhere to rules

“Your experience is respected”

•Workaholics•Work efficiently•Desire quality•Question authority

“You are valued, you are needed”

•Eliminate the task•Self-reliance•Want structure and direction•Skeptical

“Do it your way, forget the rules”

•Multitasking•Tenacity•Entrepreneurial•Tolerant•Goal oriented

“You will work with other bright, creative people”

Page 81: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Performance Management

Page 82: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

• Communicating expectations• Providing feedback• Supporting team &individuals

Managing Performance

Page 83: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Employee Performance Management System

• Job Content and Classification

• Staffing

• Training, Development and Career Development

• Performance Planning and Appraisal

Page 84: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Effective Performance Management

• Employees know what is expected of them

• Employees are linked to organizational mission

• Successful performance is recognized and rewarded

• Poor performance is dealt with

• Communication and feedback are ongoing

Page 85: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Progressive Discipline

• Define expectations

• Notify employee of deficiencies/inappropriate behavior

• Reprimand inappropriate behavior

• Discipline

Page 86: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

The Power of Positive Discipline

Step 1: Provide Coaching

Step 2: Issue a verbal warning

Step 3: Prepare a written warning

Step 4: Conduct a formal meeting

Step 5: Monitor performance

Step 6: Follow up

Page 87: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

A team is a small number of people with complementary skills who are committed to a common purpose, performance goals, and approach for which they hold themselves mutually accountable.

-The Wisdom of Teams by Jon R. Katzenbach and Douglas K. Smith

Page 88: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Teamwork = Individuals + Group Dynamics

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Structural Elements of Effective Teams

•Clear team goals, measurements, and expected results

•Team Norms

•Individual and Shared Team member roles/responsibilities

•Operating procedures/processes

•Clear and open communication

Page 90: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

A document that defines the purpose of the team, how it will work, and what the expected outcomes are. A team charter is a “road map” and includes the following:

• Purpose (mission)• Key objectives and goals • Processes• Team responsibilities• Resources

Team Charter

Page 91: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Team Values –Outlines what your team stands for

Team Operating Guidelines – Describes how the team will govern itself (For example: Communication, conflict; delegation; decision making; meetings)

Team norms - Set of rules or guidelines that a team establishes to shape the interaction of team members with each other and with employees who are external to the team. Once developed, team norms are used to guide team member behavior.

Page 92: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Cohesive teams…

Make better, faster decisions

Tap into skills and opinions of all members

Avoid wasting time and energy on politics,

confusion, and destructive conflict

Create a competitive advantage

Are more fun to be on!

Page 93: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Adapted from Five Behaviors of a Cohesive Team, based on the book by Patrick Lencioni, The Five Dysfunctions of a Team

The Five Behaviors of a Cohesive Team Model

Page 94: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Modeling of vulnerability-based trust Relationship and community-building Team Charter

• Clear expectations• Clear modes of operating (conflict, decision

making, standard processes)• Clear roles and responsibilities

Understanding styles of communication

How to Build Trust

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Change Management

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The Seven Dynamics of Change

1. People will feel awkward, ill-at-ease and self-conscious.

Key Strategy: Communicate the change.

Common wonder: “I wonder if I’ll ever get used to the new way.”

2. People will think about what they give up.

Key Strategy: Don’t try to sell the benefits of the change effort initially. Legitimize the losses, and allow them to mourn.

Common wonder: “I wonder how I’ll get along without _______.”

Page 97: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

The Seven Dynamics of Change3. People will feel alone even if everyone is going through the

change.

Key Strategy: Structure activities that create involvement. Encourage them to share ideas and work together to help each other.

Common wonder: “I wonder why I’m the only one in this mess.”

4. People can handle only so much change.

Key Strategy: Set priorities, and go for the long run.

Common wonder: “I wonder when they’ll stop changing the rules on me.”

Page 98: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

The Seven Dynamics of Change

5. People are at different levels of readiness for change.

Key strategy: Don’t label or pick on people. Recognize that some people are risk-takers and others take longer to feel secure.

Common wonder: “I wonder if I’ll ever catch up.”

6. People will be concerned that they don’t have enough resources (Time, money, skills, etc.).

Key Strategy: Encourage creative problem solving.

Common wonder: “I wonder where I’ll ever find what I need.”

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7. If you take the pressure off, people will revert back to old behaviors.

Key Strategy: Keep a focus on maintaining the change, and manage the journey.

Common wonder: “I wonder what that was all about.”

The Seven Dynamics of Change

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Change always comes bearing gifts. 

-Price Pritchett

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The only difference between a rut and a grave is their dimensions. 

-Ellen Glasgow

Change

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Gleicher’s Change Formulaf = d, v, k > pc

If you want the energy to make a change, it is a function of 3 things:

• d=d=dissatisfactiondissatisfaction

• V =vision

• K =knowledge

• pc = perceived cost to me

Page 103: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

The Four-Step Change Model

• Phase 1: Denial – There are feelings of numbness, a “this isn’t happening” feeling. Disbelief.

• Phase 2: Resistance – There is self-doubt, anger, depression, anxiety, frustration.

• Phase 3: Exploration – There is a focused energy on the future. There is a re-inventing of self and a time of excitement.

• Phase 4: Commitment – There is a renewed focus on a plan with a new mission and action plans to make this new change work.

Page 104: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Denial Resistance Exploration Commitment

Seek more information about the change.

Talk with others who will be affected by the change.

Understand the proposed change and try to understand the real impact on you.

Identify and explore your concerns with the change.

Bring your losses out in the open.

Talk with others who can listen to your feelings, thoughts, and perspective.

Get feedback on your ideas.

Seek people who have experienced similar changes.

Celebrate your movement in this change process.

Don’t expect everyone to be where you are in the stage.

Page 105: Supervision Essentials I Facilitated by: Jan Dwyer Bang, MBA, CSP Boundless Results.

Action Steps

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Congratulations!