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Epiphany Coaching
              in Partnership with
   Volt Management Solutions
        SAFE Credit Union

“Gearing Up for Growth”
               Presented by

 Laura Perez, CEO/Master Coach
    “Passionate about helping people thrive”
Agenda

•   Leadership defined
•   Manager vs. Leader
•   Navigate your Career
•   Strategic Growth and Development
•   Adaptive Leadership – The paradigm shift
Defining Leadership

• Leadership is a process by which a person influences
  others to accomplish an objective and directs the
  organization in a way that makes it more cohesive and
  coherent. Leadership is a process whereby an individual
  influences a group of individuals to achieve a common
  goal.

• Leaders carry out this process by applying their
  leadership knowledge and skills. This is called Process
  Leadership. However, we know that we have traits that
  can influence our actions. This is called Trait Leadership,
  in that it was once common to believe that leaders were
  born rather than made.
Manager vs. Leader

   From good to great
• Good managers see people in terms of their job
  description, not their capabilities.
• Great managers understand the unique
  contribution of everyone on the team and taps
  into those unique talents to achieve the goals.
“Management is doing things right,
 Leadership is doing the right things“
-Peter Drucker
Boss or Leader?

• Although your position as a manager, supervisor, lead,
  etc. gives you the authority to accomplish certain tasks
  and objectives in the organization (called Assigned
  Leadership), this power does not make you a leader, it
  simply makes you the boss.
• Leadership differs in that it makes the followers want to
  achieve high goals (called Emergent Leadership), rather
  than simply bossing people around. Thus you get
  Assigned Leadership by your position and you display
  Emergent Leadership by influencing people to do great
  things.
Accidental or Intentional?

Gearing up for growth
• Responsibilities and expectations
• Business acumen
• Align your goals with the goals of the
  organization.
Navigate your career

Management       Be Strategic   Proficiency
Development


 Challenge          Build       Successful
   Self          Experience     Leadership
Principle Practices

•   Know yourself and seek self-improvement
•   Be technically proficient
•   Seek and take responsibility for your actions
•   Make sound and timely decisions
•   Set the example
•   Know your people and look out for their
    well-being
•   “We must become the change we want to see” - Mahatma Gandhi
Paradigm shift

• Adaptability
• Sustainability
• Reinvent
• Develop a sense of responsibility in your
  career path
• Use the full capabilities of your organization
Keys to Effective Leadership

• Trust and confidence in top leadership was
  the single most reliable predictor of
  employee satisfaction in an organization.
• Effective communication by leadership in
  three critical areas was the key to winning
  organizational trust and confidence
The need for Better Business
                   Leaders
• Develop a leadership strategy that
  complements business strategy.
• Identify critical developmental experiences
  and lessons to be learned.
• Enroll top leaders and bosses in supporting
  learning and growth.
• Competent business
Collaboration
Executive Management           Management              The Team




    The Vision                  Alignment      Delegation and Direction
Executive’s need help navigating the ship
Coach managers to:
    • See the big picture
    • Understand future growth
    • Build rapport and trust
    • Align with future organizational goals
    • Delegate
Collaboration

Managers partner with executive leaders to:
• Effectively articulation and communicate
  change
• Understand what’s coming down the pipeline
• Carry out the vision
• Align with company values and
  vision
• Effectively manage teams
• Handle challenges
Business Best Practice

• Invest in leaders early on
• Be competency centered
• Cultivate aptitude based performance
  management systems
• Keep an eye on future leaders
Professional Best Practice

Be strategic in your growth and development
• Continue to build on leadership
  proficiencies
• Stretch beyond your comfort zone
• Reinvent yourself
• Demonstrate your value
• Be an asset to the company, not a liability
Imagine the possibilities

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Leadership track Series, 2012

  • 1. Epiphany Coaching in Partnership with Volt Management Solutions SAFE Credit Union “Gearing Up for Growth” Presented by Laura Perez, CEO/Master Coach “Passionate about helping people thrive”
  • 2. Agenda • Leadership defined • Manager vs. Leader • Navigate your Career • Strategic Growth and Development • Adaptive Leadership – The paradigm shift
  • 3. Defining Leadership • Leadership is a process by which a person influences others to accomplish an objective and directs the organization in a way that makes it more cohesive and coherent. Leadership is a process whereby an individual influences a group of individuals to achieve a common goal. • Leaders carry out this process by applying their leadership knowledge and skills. This is called Process Leadership. However, we know that we have traits that can influence our actions. This is called Trait Leadership, in that it was once common to believe that leaders were born rather than made.
  • 4. Manager vs. Leader From good to great • Good managers see people in terms of their job description, not their capabilities. • Great managers understand the unique contribution of everyone on the team and taps into those unique talents to achieve the goals. “Management is doing things right, Leadership is doing the right things“ -Peter Drucker
  • 5. Boss or Leader? • Although your position as a manager, supervisor, lead, etc. gives you the authority to accomplish certain tasks and objectives in the organization (called Assigned Leadership), this power does not make you a leader, it simply makes you the boss. • Leadership differs in that it makes the followers want to achieve high goals (called Emergent Leadership), rather than simply bossing people around. Thus you get Assigned Leadership by your position and you display Emergent Leadership by influencing people to do great things.
  • 6. Accidental or Intentional? Gearing up for growth • Responsibilities and expectations • Business acumen • Align your goals with the goals of the organization.
  • 7. Navigate your career Management Be Strategic Proficiency Development Challenge Build Successful Self Experience Leadership
  • 8. Principle Practices • Know yourself and seek self-improvement • Be technically proficient • Seek and take responsibility for your actions • Make sound and timely decisions • Set the example • Know your people and look out for their well-being • “We must become the change we want to see” - Mahatma Gandhi
  • 9. Paradigm shift • Adaptability • Sustainability • Reinvent • Develop a sense of responsibility in your career path • Use the full capabilities of your organization
  • 10. Keys to Effective Leadership • Trust and confidence in top leadership was the single most reliable predictor of employee satisfaction in an organization. • Effective communication by leadership in three critical areas was the key to winning organizational trust and confidence
  • 11. The need for Better Business Leaders • Develop a leadership strategy that complements business strategy. • Identify critical developmental experiences and lessons to be learned. • Enroll top leaders and bosses in supporting learning and growth. • Competent business
  • 12. Collaboration Executive Management Management The Team The Vision Alignment Delegation and Direction Executive’s need help navigating the ship Coach managers to: • See the big picture • Understand future growth • Build rapport and trust • Align with future organizational goals • Delegate
  • 13. Collaboration Managers partner with executive leaders to: • Effectively articulation and communicate change • Understand what’s coming down the pipeline • Carry out the vision • Align with company values and vision • Effectively manage teams • Handle challenges
  • 14. Business Best Practice • Invest in leaders early on • Be competency centered • Cultivate aptitude based performance management systems • Keep an eye on future leaders
  • 15. Professional Best Practice Be strategic in your growth and development • Continue to build on leadership proficiencies • Stretch beyond your comfort zone • Reinvent yourself • Demonstrate your value • Be an asset to the company, not a liability