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American Academy of Optometry Meeting Course Outline Course Title: Achieving a Higher Level of Leadership --Would YOU Want to Work for YOU™? Inspire Loyalty, Drive Employee Performance, and Become the Leader You Want to Be Instructor: Brenda Bence - MBA, CSP (Certified Speaking Professional), ICF-Certified Executive Coach Course Description: If you wouldn’t want to work for you, why should anyone else? That’s the question that Certified Speaking Professional Brenda Bence asks in this engaging and interactive program. Based on her practice as a Certified Senior Executive Coach, Brenda will reveal the most damaging behaviors she regularly sees in the workplace – the same behaviors that consistently hold otherwise successful leaders back from achieving greater success. They involve mastery of the people side of the equation. Through this hands-on and practical workshop, you will walk away with simple yet powerful tips, tools, and techniques that you can apply immediately as an optometry professional to get better results and achieve greater productivity from the people you lead. You will get clear on how to motivate excellent performance in others and become the inspiring leader that you, too, would be honored to follow. Course Learning Objectives: 1. Review the most important characteristics of excellent people leadership, including the single most important factor to becoming a better leader of others and the #1 reason for regretted employee turnover. 2. Learn global best practices that have been proven to work effectively when it comes to leading today’s increasingly complex workforce. 3. Understand and experience the differences between true coach-leadership behaviors and behaviors of “managers.” 4. Conduct a series of self-assessments to better understand your own individual strengths and development areas as a leader of others. Outline Achieving a Higher Level of Leadership --Would YOU Want to Work for YOU™? Inspire Loyalty, Drive Employee Performance, and Become the Leader You Want to Be I. Introduction – The Most Important Attributes to Being a Successful “Coach-Leader” As an Eye Care Professional a. Introduce story that demonstrates the importance of being “coachable” as a leader b. What does being “coachable” mean, and why is it important in the eye care industry? c. How this relates to being a “coach-leader” of others at work d. Explore the concept of being a “leader-coach” – what it means, and what are the implications for each participant as an optometry professional e. Brief “housekeeping” rules II. Leading Others – Beyond the Fundamentals a. Introduction to case studies b. Explain what “shadowing” is and the role it plays in demonstrating leadership concepts c. Introduce foundational concept: “Be the leader you wish you had” i. Most common excuse for poor leadership d. Top “good-people-leader characteristics” – brief exercise (self-assessment) e. The #1 cause of unwanted employee turnover: A bad boss f. Share story that brings home the importance – and impact – of this #1 cause of unwanted employee turnover g. How to prevent good team members from quitting h. Brand analogy: Starbucks and what it can teach us as leaders i. Key question: Would YOU want to work for YOU? j. CCS cards exercise: Get clear on the “experience” of working with and for you (exercise done in pairs) III. Key Challenges of Leadership Today a. Leaders have two fundamental but key missions: Build business and build people b. Discussion around importance of each and how the two intermingle i. Explore the myth: “They are separate activities” - demonstrate how both can be achieved at the same time c. Case study that demonstrates the importance of both building business and building people equally (yet how often leaders focus on building business/growing their practices more than building people) d. Self-awareness exercise/ratio #1: Building business vs. building people -- time and action assessment e. Self-awareness exercise/ratio #2: Tasks versus relationships – time and action assessment i. Relate this back to the #1 reason for unwanted employee turnover ii. Relevancy to leading today’s younger generation workforce – what younger people value most: relationships at work (not money, not title, etc.) 1. 50% of the workforce will be Generation Y by 2020 (in five years’ time) f. Self-awareness exercise/ratio #3: Telling versus asking i. Case study applied to real life ii. Why ask? Why not just “tell?” Open discussion of the benefits of asking instead of telling iii. Partner exercise – demonstration of the right types of questions to ask as an effective coach-leader at work iv. Debrief the exercise – what did you learn? v. The critical importance of closed versus open questions in developing others vi. Good questions to use for individual and team development vii. Five Levels of Focus - model for developing the best questions that can help you grow and develop your optometry practice viii. Watch-outs when it comes to questioning: 1. “Hidden telling” - what it is and what it sounds like (examples) 2. The most important question NOT to ask: “Why?” a. Share related case study 3. When the best questions are actually “statements” a. “Tell me more…” “Help me understand…” g. Self-awareness exercise/ratio #4: Talking versus listening i. What is “listening” and what is “hearing” - definitions and how they are different in a work context ii. Challenge: are we really listening or just merely hearing at work? iii. Why listening is critical as a leader in today’s rapidly changing workplace IV. Understanding and Using Various Leadership Styles a. “Zoom” group exercise and demonstration of various leadership styles b. Debrief observers and participants of the exercise c. Discussed key learnings d. Share and explain the four primary leadership styles: i. Democratic – explanation and demonstration ii. Autocratic – explanation and demonstration iii. Charismatic – explanation and demonstration iv. Bureaucratic – explanation and demonstration e. Self-assessment of four leadership styles – as individuals and as a group i. Current ii. Desired V. Understanding and Use of Different Delegation Models a. Why delegate? b. Why do we not delegate as much as we should? c. Delegation styles explanation: i. #1: “Meet you at the finish line!” ii. #2: Metered with milestones d. Self-assessment preferences: i. When receiving tasks ii. When giving tasks e. Implications in the workplace VI. The Most Critical Mindset for Leadership a. Assessment of human communication time – percent spent on judging others versus helping others i. Reveal outcomes of global study b. Four words to being a more effective leader at work: Judge less, help more c. Self-awareness exercise/ratio #4: Judging versus helping d. Leadership mindset change needed i. Questions to ask to move from “judging” to “helping” VII. Impact of Communication as a Leader a. Watching the words we use as leaders b. Typical pitfalls that leaders should avoid with regard to language c. Exercise: The Paperclip Challenge i. Demonstrate the importance of not using words and phrases such as “shouldn’t, can’t, … but…” etc. d. Share technique to create new positive language habits VIII. Summary & Review - Putting Learning Into Practice a. Review key learnings b. Case study outcomes c. One truth: This works – it just doesn’t work if you don’t do it d. Debrief key takeaways – individually, in pairs, and as a group e. The Secret to Success – reveal outcomes of a study that shows what it takes to make real leadership changes stick f. How to turn learning into reality – Action and Accountability Grid g. Accountability partner assignment and follow-on IX. Close and Wrap Up a. Commitment to next steps