Behavioral Science – Workshop 2 (Future Vision)
The Appleton Greene Corporate Training Program (CTP) for Behavioral Science is provided by Dr. Heft Certified Learning Provider (CLP). Program Specifications: Monthly cost USD$2,500.00; Monthly Workshops 6 hours; Monthly Support 4 hours; Program Duration 12 months; Program orders subject to ongoing availability.
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Learning Provider Profile
Dr. Heft is Behavioral Scientist and Psychologist dedicated to helping people and organizations become more successful. Understanding that we, as humans, are surprisingly unaware of why we do what we do and what influences our decisions, she is committed to leveraging the power of behavioral science to improve lives. Dr. Heft delivers science-based solutions that drive higher performance through consulting, training, and coaching. She has over 25 years of experience in Fortune 500 companies as an internal consultant. Her educational background includes a Bachelor of Science degree in Business Administration, a Master’s in Psychology, and a Ph.D. in Industrial/Organizational Psychology. Dr. Heft started a Behavioral Science function at a large financial services firm, where she applied the insights of Behavioral Science to the table to solve a wide range of challenges. One of the larger scale projects included conducting a multi-year research project to align behavioral science research related to motivation, reward, and recognition systems to drive performance. In addition, recognizing individual differences in motivation, they segmented the sales group to tailor solutions and drive performance. Today, she continues to consult with them on major projects and conducts research to leverage behavioral science principles to get better results. Since she worked as an internal consultant, Dr. Heft has a deep understanding of the opportunities and challenges facing you. This background helped her build a Behavioral Science program that is extremely practical and focused on helping you navigate your organization to deliver better results every day.
MOST Analysis
Mission Statement
One of the most important steps is to create a vision of the future state of the challenge. While this may seem obvious, it is more challenging than it appears. The size and scope of various challenges may differ greatly. More complex, larger scale challenges will likely have multiple goals or subgoals. For example, a challenge could be to increase usage of a tool or sales of a product. However, there are trade-offs in terms of how this can be done. For example, there are likely multiple dimensions of success to consider. Sales are one aspect, longer term client loyalty, client experience, referrals of the product, or sales team advocacy could all be critical aspects of reaching the goal. However, the approach for achieving these different aspects can vary greatly. A large part of the work of this step is to define multiple important aspects of the goal, and also to prioritize the most critical aspects. It is also important to identify & involve appropriate stakeholders and understand research on what factors lead to goal setting success.
Objectives
01. Kickoff Essentials: departmental SWOT analysis; strategy research & development. Time Allocated: 1 Month
02. Kickoff Logistics: departmental SWOT analysis; strategy research & development. Time Allocated: 1 Month
03. Meeting Content 1: departmental SWOT analysis; strategy research & development. Time Allocated: 1 Month
04. Meeting Content 2: departmental SWOT analysis; strategy research & development. Time Allocated: 1 Month
05. Psychological Safety: departmental SWOT analysis; strategy research & development. Time Allocated: 1 Month
06. Team Effectiveness: departmental SWOT analysis; strategy research & development. Time Allocated: 1 Month
07. Vision Essentials: departmental SWOT analysis; strategy research & development. 1 Month
08. Mind Preparation: departmental SWOT analysis; strategy research & development. Time Allocated: 1 Month
09. Vision Blueprints: departmental SWOT analysis; strategy research & development. Time Allocated: 1 Month
10. Set Stage: departmental SWOT analysis; strategy research & development. Time Allocated: 1 Month
11. Choose Journey: departmental SWOT analysis; strategy research & development. Time Allocated: 1 Month
12. Land Vision: departmental SWOT analysis; strategy research & development. Time Allocated: 1 Month
Strategies
01. Kickoff Essentials: Each individual department head to undertake departmental SWOT analysis; strategy research & development.
02. Kickoff Logistics: Each individual department head to undertake departmental SWOT analysis; strategy research & development.
03. Meeting Content 1: Each individual department head to undertake departmental SWOT analysis; strategy research & development.
04. Meeting Content 2: Each individual department head to undertake departmental SWOT analysis; strategy research & development.
05. Psychological Safety: Each individual department head to undertake departmental SWOT analysis; strategy research & development.
06. Team Effectiveness: Each individual department head to undertake departmental SWOT analysis; strategy research & development.
07. Vision Essentials: Each individual department head to undertake departmental SWOT analysis; strategy research & development.
08. Mind Preparation: Each individual department head to undertake departmental SWOT analysis; strategy research & development.
09. Vision Blueprints: Each individual department head to undertake departmental SWOT analysis; strategy research & development.
10. Set Stage: Each individual department head to undertake departmental SWOT analysis; strategy research & development.
11. Choose Journey: Each individual department head to undertake departmental SWOT analysis; strategy research & development.
12. Land Vision: Each individual department head to undertake departmental SWOT analysis; strategy research & development.
Tasks
01. Create a task on your calendar, to be completed within the next month, to analyze Kickoff Essentials.
02. Create a task on your calendar, to be completed within the next month, to analyze Kickoff Logistics.
03. Create a task on your calendar, to be completed within the next month, to analyze Meeting Content 1.
04. Create a task on your calendar, to be completed within the next month, to analyze Meeting Content 2.
05. Create a task on your calendar, to be completed within the next month, to analyze Psychological Safety.
06. Create a task on your calendar, to be completed within the next month, to analyze Team Effectiveness.
07. Create a task on your calendar, to be completed within the next month, to analyze Vision Essentials.
08. Create a task on your calendar, to be completed within the next month, to analyze Mind Preparation.
09. Create a task on your calendar, to be completed within the next month, to analyze Vision Blueprints.
10. Create a task on your calendar, to be completed within the next month, to analyze Set Stage.
11. Create a task on your calendar, to be completed within the next month, to analyze Choose Journey.
12. Create a task on your calendar, to be completed within the next month, to analyze Land Vision.
Introduction
Workshop two is focused on two crucial steps in the BS process. Both of these phases are instrumental and foundational to the project’s success. The first half of the workshop will cover everything needed for the program’s successful launch. This is an exciting and momentous event because it is the first time bringing everyone together as a team. When the kickoff is conducted well, you start building energy, creativity, and excitement to propel the project forward in a powerful way. The workshop will provide the ideas, tools, and tips needed to lead a great kickoff meeting. In addition, each of the sessions will provide you with more valuable BS principles and insights to help you facilitate the process in an extraordinary way. These insights and tips are the “secret sauce” needed to shepherd the team through the process to deliver exceptional results.
The first six sessions will include:
1. Kickoff Essentials
2. Kickoff Logistics
3. Meeting Content 1
4. Meeting Content 2
5. Psychological Safety
6. Team Effectiveness
The second half of the workshop is dedicated to the vital work of developing a future vision for the project. Great care is given to leading this critical part of the BS process in the best manner possible. This section will help you define what a vision is, the characteristics that make a vision more effective, and how to set the stage and prepare the team for being creative and innovative so they can do their best visionary work. You’ll learn some important information about brain science and how to work with our human tendencies that often resist engaging successfully in this work. In addition, you’ll understand how to structure the exercises and activities to lead the team to the finish line in the most productive manner possible. As we close the workshop, you’ll learn about best practices for reaching agreement on the various innovative ideas that come forth in the vision-setting process. Just like the sessions focused on the kickoff, you’ll be introduced to more fascinating BS principles that are relevant to enhancing the vision-setting process.
Leveraging these insights will make the vision-creation process easier to manage and more effective.
The last six sessions of the workshop will include the following topics:
Vision Essentials
Mind Preparation
Vision Blueprints
Setting the Stage
Choose the Journey
Land the Vision
Kickoff – Current State
Too many projects fail because groups do not devote enough time and attention to laying the right foundation for the work. This is not the case in the BS process. In this process, a great deal of planning and care is put forth to ensure the project is launched to get the best results.
The kickoff meeting is critical because it is the project’s official launch and the first time you are able to bring everyone on the team together. As the BSPL, you will have several goals for this pivotal meeting, but the most important overarching goal is to set the team and project up for success. The following objectives are set out in order to deliver on that goal: The paragraphs below outline each of the major objectives for the kickoff meeting.
First, it’s critical to immerse the stakeholders in the data and evidence relevant to the problem that needs to be solved. The kickoff will be used to make sure that everyone has a good grounding in background and pertinent information. This can be challenging because stakeholders come from very different areas of the company, with different levels of exposure to the problem, different roles on the project, and different areas of expertise. In addition, various stakeholders on the project have different pieces of the puzzle. The kickoff is an opportunity to put everyone on a level playing field, hearing the same information at the same time. This allows all of your stakeholders to begin the project with the same deep level of understanding of the core issues, so they can contribute to their fullest potential.
Secondly, it’s important to ensure all stakeholders have a thorough understanding of the BS process and roles. You’ll also want all the stakeholders to have a solid working knowledge of the BS process and a clear understanding of their responsibilities as well as the responsibilities of the others on the team.
The third objective is to launch and build an effective team. If you can also create a highly effective working team from the beginning, the project will be more successful. The kickoff meeting is the first opportunity to begin building that relationship amongst stakeholders and with you as their process leader. It will also be critical for the team to begin working together effectively and build trust and solid relationships from the beginning.
The fourth objective is to get some work done. One of the key outcomes of the kickoff meeting is to ensure all of the stakeholders understand and confirm the problem diagnosis. After all the data and evidence have been reviewed, the team will work together to define the problem. The importance of a comprehensive and thorough diagnosis cannot be underestimated.