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Matt Schlegel

Inclusive Leadership Workshop: The Nine Gifts of Problem Solving

December 4, 2020 by Matt Schlegel Leave a Comment

As part of the Inclusive Leadership in a Virtual World workshop series, I will be conducting a workshop on the Nine Gifts of Problem Solving and introducing nine problem-solving personas.

Title: The Nine Gifts of Problem Solving

Description: Every individual has a set of gifts that they bring to teamwork and problem solving.  The Enneagram describes nine distinct styles, each with a set of gifts and purpose on the team.  In this workshop, we explore the importance of style diversity, and you will better understand the gifts you and others bring to teamwork and problem solving.

When: Wednesday, 12/9 at 10am Pacific

Cost: Free

Registration:

https://us02web.zoom.us/meeting/register/tZckd-CvqjspHdyJwkrheGxk9uIjjclbax3R

 

 

Filed Under: Enneagram, Workshop

Teamwork 9.0 “Indispensable” for the New Virtual Work World

November 30, 2020 by Matt Schlegel Leave a Comment

In a recent review of my book Teamwork 9.0 on Amazon,  a business owner and team leader pointed out how the principles in the book are indispensable for teams in the new virtual world.  Here is the full quote:

“Great insights into real life teamwork dynamics

There are lots of teamwork books out there, but few have the insights into human personality as solid as Teamwork 9.0. I loved learning about all the different personality types and how to relate to them in business and life. As a business owner and team leader figuring out this new virtual work world, Teamwork 9.0 is indispensable.”

As teams continue to be buffeted by the challenges of the Covid-19 pandemic, having problem-solving tools to help teams navigate the ever-changing landscape are indeed indispensable.  I am delighted this reader uses the Teamwork 9.0 approach for their situation.

Beyond a Personality System

The Enneagram is more than a personality system.  As I show in Teamwork 9.0, the reason why the Enneagram system uses  numbers 1 through 9 for the nine types, is that the system also describes the order, steps 1 through 9,  in which people solve problems.  In other words, the Enneagram is also a problem-solving methodology!

Problem Solving Methodology

Having a systematic problem-solving approach to lead through tumultuous situations keeps teams focused on objectives and consistently moving towards resilient solutions.  Teamwork 9.0 shows how the Enneagram system can be used as such a problem-solving tool.  Here is a summary of the approach I describe in Chapter 2 of the book:

Step 1 – Define Problem/Goal – The starting point of problem solving is identifying that there is a problem—why something is wrong and why it needs to be corrected. Asking these questions of multiple people, you will discover various perspectives on the problem.  Recording these descriptions of the problem and describing how things should be once the problem is solved informs the WHY of problem solving and establishes the problem-solving objectives. The WHY serves as the purpose of your problem-solving effort.

Step 2 – Identify Stakeholders – The problem necessarily impacts someone, especially problem solving in business. The second step is determining who. Who does the problem affect? Who can help solve the problem? Who may be affected by the solution? These people form the group of stakeholders who join you on your problem-solving journey.

Step 3 – Brainstorm Ideas – There are often numerous problem-solving approaches. You will generate ideas, and these ideas comprise what you will consider as possible solutions to the problem. Enlisting a diverse group of people to join you in idea brainstorming is how your problem-solving initiative can lead to new ideas.  In this step, problem solving and creativity intersect.

Step 4 – Pick Positive Ideas – Every idea will generate an emotional response—your first reaction. This reaction happens immediately, without thinking.  That idea is great! Or, that idea sucks!  This is the step in which each idea is run through your emotional filter to eliminate bad ideas and retain good ones. If you wonder whether problem solving is a soft skill, step 4, which requires an examination of our emotional reactions, implies that the answer is yes!

Step 5 – Analyze Ideas – Any promising idea needs to be vetted, and this is the step where you analyze and determine how an idea will actually solve the problem. Run your ideas through the filter of logic, out of which emerges the most promising approaches—your Plan A and Plan B.  Step 5 is the time in problem solving for analytical skills and critical thinking. While data analysis may have been required in step 1 to understand the problem, it may also be required in step 5 to assess the efficacy of the proposed solution.

Step 6 – Plan Path to Goal – This is the planning step in problem solving, when you sequence all the required actions into a plan. You take all the information collected in step 5 and synthesize that into an action plan that achieves your problem-solving objectives.  In short, WHO does WHAT by HOW and WHEN to address WHY.

Step 7 – Get Buy-In – Once your plan is formulated you need to check in with all stakeholders to ensure everyone is on board.  Depending on the scope of the problem, you will need everyone’s support, time—energy—resources, in many dimensions, physically—mentally—emotionally, to execute the plan and solve the problem. If you’ve kept everyone in the loop up to now, you will be in good shape to get the buy-in you need to proceed. Step 7 is the final decision-making point before moving into action.

Step 8 – Execute the Plan – Finally you get to action.  This is the step in the problem-solving process where you actually solve the problem!  Up to this point it has been all talk.  Now you execute the plan and achieve the goal—problem solved!

Step 9 – Debrief and Harmonize Solution – After step 8 you may think you’re finished, but there’s one last step: the final check-in with all stakeholders to ensure that the problem was actually solved to everyone’s satisfaction.  If you took the time in step 1 to document the goals and outcomes, those details will serve as your checklist.  Sometimes the unexpected happens and new problems arise in step 9—that takes you back to step 1.

People Plus Process Provides Purpose

Having a problem-solving approach that takes into account the distinct gifts of each team member serves to keep your problem solvers engaged and performing at their best. The Enneagram as a personality system describes nine sets of gifts and as a problem-solving framework shows how to optimally apply those gifts to solve problems.   A team acting with purpose is the perfect antidote to overcoming the trials and tribulations of the pandemic.

How is your team responding to the challenges of the pandemic?  Which problem-solving approaches are you applying?

Filed Under: Problem Solving

It Takes a Team to Publish a Book

November 24, 2020 by Matt Schlegel Leave a Comment

In the spirit of the season, I would like to thank the incredible team of people who helped me publish Teamwork 9.0 this year.  When writing a book on teamwork, it made sense to apply the concepts in the book. I formed a diverse team of talented individuals that complimented and enhanced my own contributions.  I’d like to express my deep gratitude to everyone who accompanied me on this journey.

First and foremost, I would like to thank Rev. Roger Morimoto for all his tutelage on the Enneagram over the years.  He gave me the reading list that led me to my discoveries on the intersection of teamwork and the Enneagram.  I can always count on Roger for guidance and support.

I discovered Peter Savich’s book, Personality and the Brain, during a web search about the links between the Enneagram and the brain.  I read the book once.  Blown away, I reread it two more times! Personality and the Brain gave me the confidence in the validity of the Enneagram, confidence which allowed me to base my work on the Enneagram system.  Since we’ve met, Peter and I have had countless conversations about the topics in Teamwork 9.0 that helped me clarify and sharpen the concepts. http://personalityandthebrain.org/

Illustrator James Yamasaki had the ability to read my mind and turn my rough outlines into fully formed ideas. I love the animated numbers that he developed, each conveying the primary idea of each Enneagram type’s contribution to problem solving.  Those and all the illustrations in Teamwork 9.0 bring the concepts in the book to life. https://jamesyamasaki.com/

One of the concepts I discuss in the book is having a coach whose Enneagram type lies on your path of integration.  As a Type 6, I looked for and found a wonderful Type 9 coach in Lucy Freedman, principal at Syntax for Change and author of Smart Work: The Syntax Guide to Influence.  Lucy expertly guided me through my Type 6 ups and downs and provided a beacon for me to follow to successful completion. https://syntaxforchange.com/

Who better to copy edit the book than an Enneagram Type 1?  I interviewed copyeditors until I met DeAnna Burghart who excitedly told me that not only did she know the Enneagram, but that she was a Type 1!  Hilarity ensued as we passed the manuscript back and forth and whipped into shape.  Not only did she structure my writing to be more succinct, she also commented and validated my writings on Type 1. https://deanna.burghart.us/

The layout was quite challenging with all the illustrations, and Joanne Shwed of Backspace Ink ensured a uniform and consistent look throughout the book.  She also performed the final proofreading.  As of this writing with hundreds of copies of the book sold, I am still waiting for the first report of a typo that may have slipped through. http://www.backspaceink.com/

I wanted the cover design to be consistent with my website design and turned to my wonderful creative team of Jeffry Fulp and Sarah Ruediger. They ensured that the cover design and copy are, well… Perfect As Always! http://PerfectAsAlways.com/

With the book released, I turned to Henry DeVries of Indie Books International for advice on how to market the book and develop a platform for speaking and engaging with my audience.  Not only has he helped me meet and exceed my goals for book sales, Henry has developed a wonderful community of authors in which I am honored to be included. https://indiebooksintl.com/

Any book on the Enneagram requires a team of reviewers representing all Enneagram types.  I am grateful to the many contributions and insights from Kimberly Wiefling, Susan Schwartz, Scot Kleinman, Neil Beaton, Gideon Shaanan, Adrian Bray, Dr. Frumi Rachel Barr, Pat Grogan, Stewart Levine, Stevie Bobes, Marc Bookman , Stephen Dobrow and Natalie Snyder.  Natalie, a budding journalist, reviewed the book both from the Type 1 perspective and from the millennial/Gen Z perspective.

Also, I am grateful for all the help and support from my family over the course of the 3 years while I wrote and finalized the book. Special thanks to Helen, Robin, Sakura, and Jill.

Finally, a very special thanks goes to Chris Thollaug, a longtime friend and mentor who reviewed Teamwork 9.0 from the Type 1 perspective.  In the beginning, Chris was skeptical of my approach but warmed up to it as he worked through the manuscript.   During my last phone call with Chris this past summer he said of the Enneagram, “It is the expression of everything.”  He added, “I used to think of everything in terms of right and wrong.  Now I appreciate the multiplicity of approaches.”  Perfectly said. Rest in peace, my friend.

Filed Under: Book

Upcoming Online Workshop: The Enneagram and America

November 13, 2020 by Matt Schlegel Leave a Comment

What do you love about living in the United States? What is uncomfortable? How does it compare with your experiences living and traveling abroad? Teamwork 9.0 author Matt Schlegel leads this complimentary workshop in which participants of all Enneagram types share their experiences living in America and relating to American culture.

When: Tuesday, November 17,  7:30-9PM Pacific Time

For Zoom meeting details, contact Matt Schlegel — matt@evolutionaryteams.com

Hope you can join us!

Filed Under: Enneagram, Workshop

Year of Wonders ~ 2020

November 10, 2020 by Matt Schlegel Leave a Comment

Inspired by Isaac Newton and his Year of Wonders (1666), four authors reflect on how our version of Newton’s Black Plague, Covid-19, is making 2020 our Year of Wonders.

Meet the Authors

Kimberly Layne is author of Connections Change Everything and principal at the Kimberly Connection Company: https://www.kimberly-layne.com

Working with Leaders who want to build stronger connections with their teams, and Sales teams who want to build more trust with their clients. It is proven, strong connections build better business results!

Find Connections Change Everything here:

https://www.amazon.com/dp/1947480936/

 

Clare Price is author of Make Remote Work and principal of Octain Growth: www.octaingrowth.com

Make Remote Work is for everyone who is looking to reinvent their business for our new remote economy.

Find Make Remote Work here:

https://www.octaingrowth.com/ebook1/

 

Patricia Watkins is author of Land and Expand and Managing Partner at More Sales Advisors: https://moresalesadvisors.com/

Land and Expand shares with CXO’s and sales executives, within companies of all sizes, in all industries, how to increase their sales most effectively.

Find Land and Expand here:

https://land-and-expand.com/

 

Matt Schlegel is author of Teamwork 9.0—Successful Workgroup Problem Solving Using the Enneagram and principal at Schlegel Consulting: www.evolutionaryteams.com

Teamwork 9.0 cracks the code for turbo charged team creativity and extraordinary team effectiveness.

Find Teamwork 9.0 here:

https://www.amazon.com/Teamwork-9-0-Successful-Workgroup-Enneagram/dp/1733478809

 

Time stamps

Year of Wonders ~ 2020 — 0:00

What has made 2020 a Year of Wonders for you and your clients? — 4:40

What have been the big positive changes in this Year of Wonders?  — 6:40

What are the new challenges of leadership? — 10:48

What’s the word you are taking into 2021? — 14:33

 

About author Clare Price — 1:29

About author Patricia Watkins — 3:08

About Matt Schlegel — 2:23

About Kimberly Layne — 3:53

 

Transcript

Matt Schlegel:

The year was 1666. Cambridge University was closed due to an outbreak of the great plague. One student, 23 years old, returned home to Woolsthorpe for shelter in place. Afforded time, he was able to pursue his own interests. As a result of those pursuits, the year 1666 is now known as the year of wonders. The student’s name was Isaac Newton. During that year, he developed calculus, optics and the law of gravity. It just makes me think, what will come out of our Year of Wonders. Today we’ll have four authors share their perspectives.

And now I would like to hand it over to our moderator for this discussion, Author of Connections Change Everything, Kimberly Layne, Kimberly…

 

Kimberly Layne:

Today we are going to hear from not only four business Authors, but four Business Executives in the areas of corporate strategy, customer focus, teamwork, and leadership. They will all share how this Year of Wonders challenged not only challenged them, but also their clients on finding new  and innovative ways of doing business.

 

Clare Price:

Thank you Kimberly! I am Clare Price, president of Octain Growth Systems. I am a Growth Architect. “I’ve seen too many business owners struggling to implement their visions, plans and goals and not making it work. That’s why I developed the Octain Growth System, the blueprint for accelerating your growth. And that’s why I wrote my new book, Make Remote Work. MRW is your guide to managing your people, your processes and developing new products in a post-COVID world.  Kimberly…

 

Matt Schlegel:

Thanks, Kimberly. I’m Matt Schlegel and my firm is Schlegel Consulting. We’re team-effectiveness experts. We work with teams to maximize their success. We’ve developed a suite of tools based on a powerful system called the Enneagram, tools that I share in my book Teamwork 9.0. Our clients are delighted with how much faster teams reach their goals and how much more effective the solutions are. And, I’m so happy to be here today.

 

Patricia Watkins:

“I’m Patricia Watkins. I’m a sales growth expert, speaker, author, and Managing Partner of More Sales Advisors. We are an advisory group that works with companies who want to accelerate their sales results.

Why did I write the book – Land and EXPAND? Companies are always looking for best practices to accelerate sales – and especially now with orders impacted by COVID-19.”

 

Kimberly Layne:

“Hi I am Kimberly Layne, from Southern California.  As a Leadership Development Consultant and Employee Engagement Partner, I work with Leaders at all Levels to polish their “soft stuff,” i.e.. soft skills in order to make the hard stuff (strategy, achieving sales quotas, project implementation deadlines) work.

As a Leadership and Engagement Consultant, I help my leadership clients meet the challenges of “”how to reach through the computer screen and to truly connect with their people in this remote and disconnected environment.””

My book “Connections Change Everything,” contains 16 simple  “Connection Correction”” Steps  to build connection with your greatest asset, your people!  Because better Connection means better retention.

Now that you have heard about each one of our Business Authors, let’s begin our discussion.

 

Kimberly Layne:

Our first discussion point is, What has made 2020 a Year of Wonders for you and our clients?  First to comment we have Clare Price.

 

Clare Price:

Surprise opportunities! When COVID hit — one of my clients, a software company, did what many companies did. They pulled back, ready to hunker down and wait out the storm. But that didn’t stop one of their top sales reps from hitting the phones to customers and prospects asking one simple question – What do you need today? He was looking up and around, not down. Well it turned out that the shift to remote work in the call center created an overwhelming demand for their knowledge anywhere software solution. Not quite what happened to ZOOM but close. It has opened up so many opportunities in health care, financial services and insurance companies, their big problem now is getting new customers onboard as quickly as they want to be. The moral of this story is no matter what is churning around you as a business owner, staying 100% focused on customer needs will keep your company on the right track.

 

Kimberly Layne:

Clare, thank you. Focusing on people is key, right? In your case, no matter what is going on, focusing on the needs of the customer.  For my Leadership Clients, this year of wonder has put a spotlight on the need to double down on their focus on their people. .

The Year of Wonders has made ALL OF US realize our need and the importance of  human connection and  companionship. Working from home and endless virtual meetings keeps us isolated. Studies show that  Isolation leads to loneliness to depression, poor productivity, poor engagement, and ultimately higher attrition.  What does it cost you to replace an employee?

My leadership clients are realizing that their roles as Leaders go way beyond achieveing a sales quote or revenue goal or implementation timeline and have to also be relatinshp focused if they are going to motivate and retain thieri top talent.

Realizing our own need for Human Connection and recognizing that need in our people as a necessary factor in doing good business has made this a Year of WONDERS. For me and my clients

 

Kimberly Layne:

Next question, what are the big positive changes in the Year of Wonders.

 

Matt Schlegel:

For me, it’s been developing the habit of learning to unmute before speaking.

In addition to that…

It been the importance of finding ways to connect with friends, family and clients when face-to-face contact has become reduced or eliminated.

For example, in the before times, before the pandemic hit, I would meet each month with a group of neighbors for an evening game of cards.

And once the pandemic hit, and we were in lockdown, we wanted to carry on that tradition.

Working together, we found a way to meet online, have our card game, interact on Zoom, and even play music in the background.

I’ve taken these lessons of using technology to connect with friends and family and applied them to creating engaging online content for my workshops on team effectiveness and the Enneagram.

This experience has taught me again the importance of being flexible and adaptable.  And, it’s also given me the opportunity to be open to new ideas and to experimentation.

This has been the big positive change for me in this Year of Wonders.

 

Kimberly Layne:

Wonderful Matt. Next, Patricia.

 

Patricia Watkins:

In the Year Of wonder – big positive changes – families getting closer, colleagues getting closer, communities getting closer, people helping others, vendors paying more attention to the customer.  Being Customer-focused is required to retain, and expand your footprint within customers. The Year of Wonder brought so many of us so much closer.

People are much more personal.  They focus more on the personal side of the relationship than they did before when it was just business, business, business.  Now it’s people truly caring about people.

One of my clients has been in business for 18 years, and this is their best year ever.  Why, because when COVID hit, my client continued to go above and beyond supporting their customers, they never stalled, or hunkered down, they reached out more.  Many of their clients had to cut their budgets, my client found their customers had prioritized their budgets for those trusted vendors who continued to support them, above and beyond.  Delighted Customers buy more.

 

Kimberly Layne:

Wonderful Patricia, Clare, what are your thoughts on the positive changes from this Year of Wonders?

 

Clare Price:

Well, Kimberly, I have to say, Innovation. Innovation created the year of Wonders for Newton and it’s been the same for me and my clients. Business owners are looking for innovative ideas because they know the old days are gone. CEOS are more open total blue sky thinking. And more willing to say, “let’s try it and if it doesn’t work let’s try something else. Because, as one client said to me, “What have I got to lose?”  In Make Remote Work I share how to assess your company strengths, mind map your possibilities and develop a blueprint for innovation.

That includes learning how to be engaged and productive wherever you are. Now, people have the freedom to live and work where they want to be — not where they have to be. That includes me. I just relocated from Sacramento CA to Raleigh, NC and I couldn’t be happier with the change.

 

Kimberly Layne:

Thank you Clare, and our next question goes to Patricia.  What are the new challenges you see in Leadership?

 

Patricia Watkins:

Two challenges stand out related to connections – working virtual and travel.  1.one is working virtual. Many employees benefit significantly from being in the office. Connections are key and being around people no matter if they are senior people or more junior people you learn from other people – getting great ideas and sharing best practices. The challenge of working virtual is onboarding, learning, brainstorming, feeling connected.

I believe right now another big challenge is 2) travel. Personal connections with company’s team members and their customers is important.

There’s also the challenge with the distance as it relates to providing excellent customer service. This has created a challenge.

There was a study (Entrepreneur) that 80% of companies / vendors thought they were providing superior customer service, but only 8% of customers would describe the services they’ve received in such glowing terms. The key is you need to communicate more with customers than you ever did before because regular conversation is key.

In person or online, you must provide the same or better levels of service to continue to delight your customers.

 

Kimberly Layne:

Thank you, Patricia, we all know how a bad customer experience can turn off all of us.  Think about if your internet goes down while working from home and your customer service representative  is less than understanding and patient. You will be quickly posting to social media and looking for a new replacement. Right?  Bad Leadership is no different.  After all people don’t leave companies, they leave their manager.

So as Leaders we have to meet the needs of this new remote environment and this growing digitally focused work force. Which is now the Millennials who comprise 50% of the work force and by 2025 will be 75%.  They are demanding a different style of leadership. One more collaborative. .

The New Challenge of Leadership is to build engagement that retains by being more of a Coach and Mentor not a hierarchical leader that tells them what to do

What does that look like?  For example, instead of giving direct feedback to an employee, which puts them on defensive, why not ask them how they thought they did? IS there anything they could have done differently What can we work on together to improve your next customer engagement? Because your relationship with your employee is the biggest determinant as to if they are happy and if they are going to stay or go, the new challenge of leadership is to be super focused on their one-on-one relationships with each employee and to operate more of as a Coach and Mentor, not dictating what has to be done and how it has to be done.  That is the challenge I see for leadership, being a Coach

 

Kimberly Layne:

Now that brings us to the word we are taking into 2021! You are going to hear from each one of our authors as to what their word is. We will begin with Matt.

 

Matt Schlegel:

My word is Engaging.

I am continuing to discover and apply innovative ways to engage my online audiences.

In my work, I use a system called the Enneagram. The Enneagram describes 9 personality types. Every day I am discovering how each Enneagram type is responding to the new online environment.  I am taking these lessons and creating ever more engaging content.

And, that’s what I am bringing into 2021.

 

Kimberly Layne:

Wonderful, and we have Clare

 

Clare Price:

MY WORD – Resilient. As Americans, entrepreneurs and business owners we are a resilient people! What we have faced and how we are bouncing back proves just how resilient we all are. As we continue to grapple with the changes wrought by COVID, I predict we will surprise and delight each other with our innovative, genuine caring and resilient responses to the world around us. That’s what makes 2020 the Year of Wonders for me.

 

Kimberly Layne:

Wonderful Clare, and Patricia, what is your word?

 

Patricia Watkins:

I used a hyphenated word – customer-focus.  The companies who survived and thrived during this year of incredible wonder and COVID are the ones who focused on their customers and put them at the forefront, and made sure that they really understood their customers, how to serve them better,  and those are the companies that will continue to succeed and thrive – before, during and after COVID.

 

Kimberly Layne:

Thanks Patricia, and I am sure all of you can guess, my word is of course, Connections.

This year of wonders has really put a highlight or spotlight on this isolation we all are feeling.  The isolation epidemic has started many years before this. It’s growing now, and has more focuse, because of the pandemic.  As a result we’re all really realizing the importance of human connection. Like, I talked about, reaching through that computer screen and creating a shared experience by acknowledging an object like a guitar that the other person has in the their room.

Continuing to find more reasons to reach out, to find shared experiences, even if they are virtual, and to show we really care are critical to take into 2021. Digitization and automation are not going away!.  We have to continue to put forth the effort to pick up the phone, meet in person when possible and not take the lazy way-out if we want to delight our customers, engage our teams, and build one on one relationships with our greatest assets, our people!

Connection is Key for 2021! We don’t want to have to l earn this lesson again.

 

Now in summary the words for 2021…

for Matt it’s engaging,

from Clare it’s resilient,

and from Patricia it’s customer focused,

and my word of course is connections

 

If you’re interested in reaching out to any one of our business executives and business authors, please reach out to them via their website listed here. You can also find listed on this slide, the title of their featured and recently published book.

We really appreciate your time today, and we look forward to any comments you might have.

And, I hope you have made this “Your Year of Wonders!”

 

 

 

 

 

 

 

 

Filed Under: Creativity, Leadership

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