True Colors Identifying Personality Traits to Maximize Professional Relationships

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True Colors Identifying Personality Traits to
Maximize Professional Relationships

• November 4, 2009
• IACCE Fall Conference
• Hickory Ridge Marriott
• Lisle, Illinois

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• Ken Bartels- Senior Vice President and Director
  Community Bank of Elmhurst
• Elmhurst, Illinois
• - Principal, Ken Bartels Consulting

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• Opening
• 35 years in Higher Education
• September 15, 2009 at Community Bank of Elmhurst
• Private Consulting
• Pleased to be here

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• Ideas are a dime a dozen.
• People who put them into action are priceless.

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• Relationships
• Complicated
• Never- ending
• Vital- now and always
• The game of Clue
• Background/ Players/ Purpose
• Relationship to business- Any business

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• Scenarios
• Identify/ Spot
• In the Board Room
• In the Locker Room
• What to look for?
• Why look here?
• Things to know and remember
• Outcomes

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• Cultivate/ Manage
• In the Bistro
• In the Ballroom
• At the Game
• Be alert and be creative
• Be yourself
• Listen
• Relationships drive business!

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• Qualify/ Assess
• In the Bank
• In the Conference Room
• What do you know?
• What do you think you know?
• How/who/what can help you qualify and assess?
• Is there a match between interest, intent, and
  priorities?
• Planning

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• Utilize/ value
• In the office
• At home
• In a special, unique place
• Use what you have learned
• Be personal and personable
• Be direct, no apologies
• Use your relationship in the best way
• Listen
• Answer

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• Tools
• Staff training
• Staff communication
• Advances vs. Retreats
• Formal/ informal
• Tests, games, chats
• Uses
• Displays (with permission)
• Conversation
• Balance and emphasis
• Make it interesting
• Personal Accountability

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• VISIONING
• The art, skill, and task of . . .
• . . . seeing where you are
• . . . looking to where you wish to be
• . . . thinking about the differences
• and finding the links.

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• PERSPECTIVES
• 1. On Achievement
• - Personal visioning
• - Relationship viewpoints
• - Stretch
• - Dont think change be changed
• 2. On Satisfaction Value Centers
• - Security
• - Guidance
• - Wisdom
• - Power
• 3. On Personal Bests
• - Goals set and reset
• - Assess and refine
• - Be ready to move on

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• PROFESSIONAL ACCOUNTABILITY
• ? Create a plan
• ? Implement that plan
• ? Monitor and adjust the plan
• ? Communicate and report on the plan
• ? Support the goals of the organization
• ? Support the goals of the office
• ? Support individual goals
• ? Communicate and report on goal status
• ? Respect endorsed plans
• ? Respect endorsed goals
• ? Respect individual ideas
• ? Respect experience and authority
• ? Understand your strengths and weaknesses
• ? Take things seriously

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• PERCEPTION IS REALITY
• 1. Personal Worth/Stock Value
• - Personal introduction exercise
• - Stock value of You
• - Conditioning sets up personal vision
• 2. Plans/Goals/Respect/Commitment
• - Professional
• - Accountability
• - Terms
• 3. Assets and Liabilities
• - Introduction lessons
• - Relational buying and selling
• - Personal vision outcomes
• 4. Why is all this important?
• - Impressions

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Visioning

• Know your status.
• ? Watch your markers.
• ? Think about ideas.
• ? Look for the links.

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• THOSE WITH THE
• DESIRE
• WILL ALWAYS BEAT
• THOSE WHO ONLY HAVE ABILITY.
• Cale Yarborough