The 7 Habits for Managers equips team leaders to effectively lead a team of people, by first focusing on who a manager IS, then what a manager DOES. Its uniqueness is the lens of the 7 Habits framework—and the way it applies new mindsets, skills, and useful tools towards becoming a credible team leader who can consistently deliver results. MINDSETS Managing Yourself HABIT 1 2 3 MEDIOCRE MANAGER EFFECTIVE MANAGER That’s the best we can do given our resources. I look for creative ways to get it done. I follow the agendas set by others. I have a clear vision of what I want to accomplish as a manager. I can do it all—bring it on. I organize and execute around my highest priorities. Leading Others HABIT 4 5 6 MEDIOCRE MANAGER EFFECTIVE MANAGER I manage my people and review their performance periodically. I don’t manage my people—we set expectations together and they manage themselves. I jump in and solve problems quickly. I take time to understand the real issues and to give people candid feedback. I am willing to compromise. I constantly seek for something better—it’s not your way or my way, it’s a higher way. Unleashing Potential HABIT 7 MEDIOCRE MANAGER I recruit, hire, train, manage, and appraise human resources. EFFECTIVE MANAGER I unleash the total strength, passion, capability, and spirit of my people. © Franklin Covey Co. All rights reserved. SKILLSETS Managing Yourself HABIT 5 HABIT 1 • Give honest, accurate feedback. • See alternatives, not roadblocks. • Focus on what you can influence. • Expand, don’t limit your resources. • Practice Empathic Listening. HABIT 6 • Seek out differences. • Synergize to arrive at new and better alternatives. HABIT 2 • Define the unique contribution you want to make. • Define practical outcomes—everywhere, every time. HABIT 3 • Focus on the important, not just the urgent. • Set a few “Wildly Important Goals.” Unleashing Potential HABIT 7 • Treat team members as the “whole people” they are. • Unleash the total strength, passion, capability, and spirit of people. • Plan weekly, act daily. Leading Others HABIT 4 • Balance courage and consideration. • Make Win-Win Performance Agreements. © Franklin Covey Co. All rights reserved. TOOLSETS Hidden-Resou rce Finder The Hidden-Re source Finder help s you identify reso had so you can ove urces you never kne rcome obstacles w you and accomplish you r goals. 5-Minute Presentation Planner Wr ite your cha llenge in the mid dle rect resource categor angle, and brainsto ies. Reference the rm out from the questions on the four back. Presentation Title Increase profits on hair-care products by 40 percent. _____________________________________________________________________________________________ Managing Yourself HABIT 1 • Hidden-Resource Finder HABIT 2 • 5-Minute Project Planner • 5-Minute Meeting Planner • 5-Minute Presentation Planner HABIT 3 • Work Compass Leading Others HABIT 4 • Win-Win Performance Agreement HABIT 5 • Feedback Facilitator Location Bartonville conference room Date and Time June 15, 10 a.m. _____________________________________________________________________________________________ High-tech com 5-Minute Meeting Planner panies Ban 5-Minute ksProject Planner Who is the audience and what are their needs? State gov’t. Utilities How to limit Region store managers—they need to show significantly more profitability in the hair-care product _____________________________________________________________________________________________ ________________ freig Innovative way s to synchronize traffi c light r 10 _______ ht traffic _______ Octobe _______ Date _______ Projec _______ Rm. _______ category within 18 A months. t_______ Mtg. Title _____________________________________________________________________________________________ se, _______ Squish _______ Purcha National _______ Laptop _______ on_______ Big _______ High _______ Locati employe _______ way _________ _______ Name and _______ rs _______ Projec _______ t Leade _______ _______ r _______ Nora Garcelle _______Adm ________________ 12 p.m. inist_______ _____________________________________________________________________________________________ Time_______ _______ End ration Start _______ ______________ Date _______ _______ March _______ 25 _______ _______ _______ ____________________________ _______ 9 a.m. _______ Start Time _______ Target _______ Finish _______ Date _______ Rese _______ 1 archJune _________ citie Co-s Before the Meeting What is the overall goal of my presentation? ponsors To convince the audience that our plan will increase profits in the category by 40 percent within their _____________________________________________________________________________________________ Work Compass s s that have cut congestio n What’s the purpo se of this ™ ties?ile Auto project? mob top priori time g, frame. _____________________________________________________________________________________________ and how does it advance our To develop _______ Asso _______ a will conveni field-__ ciati eeconom _______ ent, _______ on increas _______ _______ e What is the goal of this meetin How to promote ical _______ way _______ purchas to protect _______ Peo _______ _______ ple our “on _______This field agents. _______ the go” _______ e for our _______ line of fruits (peache _______ purchas_______ laptop_______ _______s, pears, for bulk_______ ations_______ telecand _______ plums). __ _______ specific omm __ _______ _______ To define uting _______ Knowledge _______ What are thegoal. three _______ main supporting points I want to make? _______ _______ ______________ What are the desired results of rce _______ _______ sales-fo with _______ _______ in keeping projec tivity _______ t? profitability. _______ agent produc Reformulated Hex shampoo line, 1. a hot seller; will add 20–22 percentagethis points to their 1. ________________________________________________________________________________________ _______ Biodeg_______ _______ radable container _______ tation? to eliminat _______ Presen _______ Offer long e the ssion? “squish _______ (Discu factor” _______ -term goal? for _______ Reformulated Hex conditioner will add 12 percentage points. the 2. ________________________________________________________________________________________ fruits. e cont _______ achiev ract _________________________ g to 2. _______ 50 percent _______ shelf to longer life for these fruits. distr_______ What will we do in the meetin ibuto _______ Week of:promotion rs_______ CH_______ Other?) campaign _______ New point-of-sale will add 6 percentage points. _______ ALLEN 3. g? ________________________________________________________________________________________ yping? Protot GE ________________________________ 3. _______ No more than __ _______ size, 15 cents _______ _______ cost, added _______ _______ points: Demonstration? Brainstormin ion to End base _______ Discuss_______ cost theper _______ specs._______ met unit. _______ _______ laptop ro traffi _______ _______ decide on c nigh_______ ping to _______ Get discount on Prototy_______ tmare _________________________ _______ _______.What laptop vendors three _______ mas _______ do I want the audience to doNext asdoes asteps. result of my_______ presentation? Demo by s __ _______ _______ _______ ities. How capabil _______ purc _______ this_______ hase and wireless projec life, _______ of cameras t advance the organization’s most _______ battery _______ or speed, _______ y, process memor_______ IMPORTANT GOALS Provide Tier 1 shelf space toWILDLY Hex and_______ Outback lines. _____________________________________________________________________________________________ weight,_______ _______ important priorities? Our goal is to make _______ _______ it more _______ conven _______ ient_______ to eat fresh _______ produc _______ e “on Schedule promotion —advertising, kiosks, etc. the _____________________________________________________________________________________________ _______ go.” ____________________________ Bud need? I get ials do __ ________________ What equipment or mater_____________________________________________________________________________________________ Technology/ _______ Who _______ are_______ the key stakeholders? What are their needs? ____________________________ Tools ____________________________ _____________________________________________________________________________________________ ement WIG 1 Win-Win Performance Agre WIG 2 Generate revenue! _____________________________________________________________________________________________ STAKE RS FineHOLDE construct ion _ NEEDS _______ r cont Directo_______ R&D_______ ractors_______ and _______ NSIBLE who TIME ______________ RESPO rmany Broadcast traffi _______ Consum t Manage _______ er ______ Produc en_______ 25 y work How people will be in the room? c reports Betwe _______ dela Fresh fruits without “squish _______ TOPICS Agree _______ment ” Levy extra fees without interrupt for driving Product Unit ion Clear specifications during peak hour durin g certa for produc in thour by June s __ 1 s _______ _______ min. Environ 30 _______ Demonstrations from vendorsWhat equipment and materials will I need? mental Affairs Container that biodegrades Acme_______ _____________________ _______ project ment _______ within improve _______ 48 _______ -market hours Sell permits to Time-to For _______ 30inmin. 1_______ drive Sell Zealous THIShigh WEEK’S licenses to towi -congestionFOCUS ng area s 30 min. 2 Install 500 cam __ firms to roam highways _______ Okawa Screen Handouts _______ _______ eras in Which _______ factor What are the _______ few key I must _______ is objectives most impor key locations _______ time, cost, min. tant—positive years 60 3______________ fiscal_______ or quality? Why? _______ Answer these_______ questions to prepare to giveis effective feedback—either or negative. Next three Period Time Sal _______ _______ Quality most _______ _______ importa nt Speakers Chart pad and markers _______ becaus accomplish this week to advance my e the WIGs? _______ whole _______ purpose _______of 30 min. Prototyping the project _______ _______ is _______ to improve _______ custom Saeed _______ er experie _______ nce. __ Who needs this feedback (e.g., boss, etc.)? Whatteam, Computer Next Steps is theindividual, budget?Microphone Kal and Sissel _____________________________________________________________________________________________ Desired Results rd Refer to_______ _______ R&D fiscal _______ year budget _______ T _______ , Line Item WEIGH Other Projector ________________________________ _______ 7. _____________________ DEADLINE ____________________________ MEASURE(S) __ GOAL When will I share the feedback?What resour _________ Notes ces do_______ ______________ we need for this project (people, equipm _______ One-on-one, tomorrow in my_______ office. _______ 30% _____________________________________________________________________________________________ ______________ 1 year ent, mater ials, facilities)? __ Two Issue _______ _______ bench _______ Danta ____________________________ _______ _______ scientis Restaur _______ _______ From 150 tests/year _______ ts ant —Cut staff _______ _______ waiting _______ _______ _______ do Phase 3 time _______ _______ for_______ date _______and table. _______ from_______ _______ _______ _______ Increase capacity to_______ _______ _______ _______ ar._______ _______ _______to _______ _______ _______ 400 tests/ye _______ _______ Produc _______ _______ __ t phase marketi _______ l _______ _______ _______ _______ ng _______ approva _______ team to __ __ _______ to do alpha What is the issue?___________________________________ _______ _______ and tests so drugs get beta testing _______ ____________________________ ______________ _______________________ A consult _______ ant from _______ __ sooner. _______ Environ _______ ____________________________ Insufficient product on hand for the May 17 celebration. mental _____________________________________________________________________________________________ _______ Affairs _______ ____________________________ _____________________ • _______ Cut average _______ ____________________________ wait ____________________________ from 20 _______ _______ R&D _______ minutes Lab _______ 2, _______ _______ to March 5 _______ minutes _______ _______ __ 30–Apr __ on weekend nights. _______ _______ il 30 _______ _____________________ ______________ _______ _____________________ Table and ____________________________ _____________________ • _______ seating area _______ must be_______ What_______ are the facts?_____________________ _______ ______________ _______ comple_______ tely clean. ____________________________ __ __ ______________ ______________ ______________ ____________________________ ______________ _______ ____________________________ _______ • _______ Seated _______ custom ____________________________ Three_______ West Coast distributors ran short of product on more than 200_______ orders._______ Myrdal warehouse ers _____________________________________________________________________________________________ must_______ ______________ not feel_______ _______ rushed. _________ _____________________ _____________________ ____________________________ 20% • _______ Within _______ reported theyFrom had plenty of inventory two weeks beforehand. They say product orders were fulfilled s _____________________________________________________________________________________________ ____________________________ 3 countrie tion applica _______ ug _______ new-dr _______ years global 2 a _______ Create _______ • _____________________ as major requested.to 10 countries. all ____________________________ in_____________________________________________________________________________________________ from date form for simultaneous use ____________________________ _____________________________________________________________________________________________ markets. Meeting Agenda WIG 3 Feedback Facilitator 3 -Alternative Finder Objective Task Task Task Objective stions Whole-Person Que Task _____________________________________________________________________________________________ Prototype 1 Countertype 1 _____________________________________________________________________________________________ Put greeter at the door to take Do away with greeter. Let people members or menu team orders, of your which _____________________________________________________________________________________________ would seat send it to each speed up service themselves and enter their below into an email message3and 50% at the discuss how you might tables. to years person Copy and paste the textFrom orders from each with ment months . you get the12 smartphones. responses, make an appoint process dateand develop in the process. from es. When Shorten the label-approval employe What is the to impact of .thishelp issue results? grow 3 months or her himon Task Task HABIT 6 • 3 -Alternative Finder rd great capabilities and his or her unleash_____________________________________________________________________________________________ Bergen region claims they have lost an estimated NOK150,000 in business over the holiday because of unfulfilled orders. Distributors are considering giving more shelf space to our competitors. _____________________________________________________________________________________________ Protot Objective ype 2 Countertype 2 _____________________________________________________________________________________________ Keep greeter on seating duty; let Put one of our two cashier _____________________________________________________________________________________________ people phone in their orders; s on cleanDear___________, assign up duty. Give each server a third cashier to take paymen handheld make _____________________________________________________________________________________________ you grow and develop and ts. credit-card reader. help can I to know more about you so questions. I’m g like I’d r, followin the togethe to work _____________________________________________________________________________________________ we respond As to Please take a few minutes tion. contribu best and your highest _____________________________________________________________________________________________ same. the do to r membe team asking each Prototype 3forward. to go how Countertype 3 r and discuss What are the anticipated responses I should prepare for? down togethe I’d like to sit After I get your responses, _____________________________________________________________________________________________ Distributors don’t give us the right numbers up front. doing? loved _____________________________________________________________________________________________ We can’t move product fast enough from Myrdal to the West Coast. always • What have you © FranklinCovey. you passionate about? _____________________________________________________________________________________________ Holiday freight deliveries areare unpredictable. nities • What job-related opportu _____________________________________________________________________________________________ at? • What are you really good ment? _____________________________________________________________________________________________ see for growth and develop • What opportunities do you Based on the criteria of succes _____________________________________________________________________________________________ compensated? s and the prototypes and counte • Do you feel you are fairly rtypes above, what is the 3rd Alternative? _____________________________________________________________________________________________ ment? environ work your • How can we improve We’ll speed _______ _______ up_______ order taking _______ and bill paymen _______ work more meaningful to you? _______ t. The _______ greeter _______ will take • What would make your _______ menu _______ orders as _______ people _______ __ arrive. Each role? _______ _______ server current _______ your will in have _______ make a to credit-c _______ard you love _______ reader to use_______ _______ at the table, _______ • What contribution would which _______ will __ up a cashier free _______ _______ to _______ help clean _______ the dining _______ area. ____________________________ ________________ ____________________________ ____________________________ _______________________ ____________________________ ____________________________ _______________________ ____________________________ ____________________________ _______________________ Task Task Unleashing Potential HABIT 7 • Whole-Person Questions Task Results MANAGERS AND LEADERS reserved. © Franklin Covey Co. All rights LEA150178 Version 2.0.2 • Model effectiveness and manage themselves. • Achieve results effectively through and with others. • Unleash the talent on their teams. © Franklin Covey Co. All rights reserved. LEA150738 Version 1.0.4
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