About The Birkman Method ® - 1951 to today 1 • Developed in the late 1940’s by Dr. Roger Birkman • Created from the need to have an assessment that could measure the behaviors of normal working adults • Instrument is empirically created, scales were not derived from an existing personality model • Has been used in over 8000 organizations including most in the Fortune 500 • Over 3 Million people worldwide have completed The Birkman Method ® assessment The Birkman Offices at 3040 Post Oak in Houston, Texas
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About The Birkman Method® - 1951 to today
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• Developed in the late 1940’s by Dr. Roger Birkman
• Created from the need to have an assessment that could measure the behaviors of normal working adults
• Instrument is empirically created, scales were not derived from an existing personality model
• Has been used in over 8000 organizations including most in the Fortune 500
• Over 3 Million people worldwide have completed The Birkman Method® assessment
The Birkman Offices at 3040 Post Oak in Houston, Texas
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About The Birkman Method® - the assessment
Behavior generally is predictable if we know how the person perceived the situation and what is important to him or her. While people’s behavior may not appear rational to an outsider, there is reason to believe it usually is intended to be rational and it is seen as rational by them. An observer often sees behavior as non-rational because the observer does not have access to the same information or does not perceive the environment in the same way.
Edward E. Lawler III
Distinguished Professor of Business at the University of Southern California Marshall School of Business
Founder and director of the University's Center for Effective Organizations (CEOs)
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About The Birkman Method® - the assessment
1 99
plenty of time alone or in small groups
to feel part of the group< a balance>
UNDERLYING NEEDS –Expectations & Motivations
1 99
able to work well alone friendly and easy to know< a balance>
USUAL Behavior – Social Style
1 99impatient with group interaction
over-valuing group opinion< a balance>
STRESS Behavior
+
-
11 scales of BEHAVIORS
Not just “how” you behave but “why” you behave the way you do.
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About The Birkman Method® - the assessment
10 scales of INTERESTS
Expressed preferences and motivations that measure the attraction to, or lack thereof, to tasks and job roles.
Birkman Interests are not a measure of abilities.
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About The Birkman Method® - the assessment
26 Criterion-Referenced Scales
Management Styles
Thinking Styles
Work Styles
Interview Guide Scales
Applications – the assessment
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• Hiring / Selection
• Coaching
• Leadership Development
• Executive Coaching
• Succession Planning
• Retention
• Team Building
• Career Management
• Conflict Resolution
• Retirement Planning
1 Questionnaire providing “Hire … to … Retire” Application
1 Report from over 40 reports generated from The Birkman Method®
Life Style Grid®
The Birkman Life Style Grid® captures an overview of the individual. The Life Style Grid® captures the individual’s average measurements from each of the four major domains within Birkman and then plots them on the Life Style Grid®.
These symbols are used for easier recognition on the Life Style Grid®.
Interests Needs
Usual Stress
Life Style Grid®
The represents Interests.
Interests are expressed preferences and motivations that measure the attraction to, or lack thereof, to tasks and job roles. The location of the Interest symbol suggests which activities provide the greatest sense of personal fulfillment. Interests can be expressed through work and hobby.
Birkman Interests are not a measure of abilities.
Interests
Direct Communication
Life Style Grid®
Indirect Communication
People OrientedTask Oriented
Expediter Communicator
Administrator Planner
Task
Blue prefers activities allowing for:
• Ideas and consideration of ideas• Planning• Creative approaches • New ways of doing things• More abstract thinking
Interests
Direct Communication
Life Style Grid®
Indirect Communication
People OrientedTask Oriented
Expediter Communicator
Administrator Planner
Interests
Task
Green prefers activities allowing for:
• Selling or promoting• Directing others• Motivating others• Building agreement• Using persuasive language
Direct Communication
Life Style Grid®
Indirect Communication
People OrientedTask Oriented
Expediter Communicator
Administrator Planner
Interests
People
Planner
Red prefers activities allowing for:
• Implementing and taking action• Solving practical problems• Working through people• Seeing finished product• Hands-on work
Direct Communication
Life Style Grid®
Indirect Communication
People OrientedTask Oriented
Expediter Communicator
Administrator Planner
Interests
Yellow prefers activities allowing for:
• Scheduled activities and tasks• Detailed work• Closer control• Working with numbers• Working with systems
The represents Usual behavior.
Usual behavior is described as the individual’s effective style of dealing with relationships and tasks.
• Observable by others• Typically accepted as positive by others• Flexible and adaptable• Easy and natural for the individual to use• Can be modified by experience or coaching
Needs describe the expectations an individual has of how relationships and tasks will be governed in a particular situation regardless of perceived social correctness.
• Rarely observable by others• How the individual needs to be treated, supported, and motivated.• Our “lens” through which we see and perceive others • Remain essentially static and persistent over time.• Identify the preferred environment
NeedsLife Style Grid®
Direct Communication
Life Style Grid®
Indirect Communication
People OrientedTask Oriented
Expediter Communicator
Administrator Planner
Needs
Task
Blue needs:
• Individualized reassurance• Suggestive direction• Varied activities• Personalized scheduling• Time to reflect
To Satisfy the Blue Need:
Spend time with individuals who offer personal reassurance and support.
Seek out involvement in new and varied activities
Seek out relationships with people who are suggestive rather than directive in direction.
Birkman PrescriptivesNeeds
Direct Communication
Life Style Grid®
Indirect Communication
People OrientedTask Oriented
Expediter Communicator
Administrator Planner
Needs
Task
Green needs:
• Individual approval • Defined authority• Active environments• Flexible scheduling• Working with others
To Satisfy the Green Need:
Spend time in environments which are action-oriented and have defined authority
Build broad and flexible scheduling into your life
Arrange time for group socializing
Birkman Prescriptives Needs
Life Style Grid®
NeedsDirect Communication
Indirect Communication
People OrientedTask Oriented
Expediter Communicator
Administrator Planner
People
Planner
Red needs:
• Clear cut situations• Plenty to do - action• Group interaction• Concrete results• Directive authority
To Satisfy the Red Need:
Seek relationships which allow for casual and direct communication
Find opportunities for strong and direct authority
Seek out energetic, action-oriented environments
Birkman Prescriptives Needs
Life Style Grid®
NeedsDirect Communication
Indirect Communication
People OrientedTask Oriented
Expediter Communicator
Administrator Planner
People
Yellow needs:
• Orderly and organized approach• Concentration on tasks• Consistency and predictability• An environment of trust• Casual interaction
To Satisfy the Yellow Need:
Seek out environments that provide structure and specific direction
Take time to be with individuals that allow friendly, low-key interaction
Build predictability through scheduling and processes
Birkman PrescriptivesNeeds
The represents potential behavior that can result when individual needs go unmet over time.
Stress describe an individual’s ineffective style of dealing with relationships or tasks.
• Defensive and negative in nature• Seen as negative and unacceptable by others• Inflexible and non-adaptable• Uncomfortable • Difficult to modify but controllable
Stress
Life Style Grid®
Life Style Grid®
StressDirect Communication
Indirect Communication
People OrientedTask Oriented
Expediter Communicator
Administrator Planner
Task
Blue stress may appear as:
• Ignoring social convention• Indecisive• Difficulty in taking action• Overly sensitive• Magnifying problems
To Manage Blue Stress:
Communicate in a more direct and logical fashion
Move pending decisions toward closure
Work to make your voice heard in groups
Birkman Prescriptives
Life Style Grid®
Direct Communication
Indirect Communication
People OrientedTask Oriented
Expediter Communicator
Administrator Planner
Task
Green stress may appear as:
• Easily distracted • Distrustful of others• Domineering• Failing to follow plans• Protective of personal interests
Stress
To Manage Green Stress:
Spend time with the details
Use more caution and predictability
Work to listen and hear the other person
Birkman Prescriptives
Life Style Grid®
StressDirect Communication
Indirect Communication
People OrientedTask Oriented
Expediter Communicator
Administrator Planner
People
Planner
Red stress may appear as:
• Impatient• Busy for the sake of being busy• Minimizing problems• Overly concrete and unreflective• Insensitive
To Manage Red Stress:
Take time for thoughtful reflection
Look for the subtleties of the situation
Engage in a more optimistic outlook
Birkman Prescriptives
Life Style Grid®
StressDirect Communication
Indirect Communication
People OrientedTask Oriented
Expediter Communicator
Administrator Planner
People
Yellow stress may appear as:
• Overly insistent on the rules• Resistant to change• Reluctant to confront others• Uncomfortable when bargaining• Inflexible in thinking / attitude
To Manage YellowYellow Stress:
Show open enthusiasm about new ideas
Communicate directly about ideas and issues – try to sell your point of view
Strive to understand the importance of being flexible when change is occurring