TTI Behaviors & Motivators - Sales

Behaviors and Motivators
Sales Version
Erik Wilson
Account Executive
12-22-2014
"Achievement Begins With Action"
Action Learning Corporation
PO Box 1089
Prior Lake, MN 55372
952.445.8604
Greg@ActionLearning.biz
Copyright © 1984-2013. Target Training International, Ltd.

Introduction Where Opportunity Meets Talent®
The TTI Success Insights® Behaviors and Motivators Report was designed to increase the
understanding of an individual's talents. The report provides insight to two distinct areas:
behaviors and motivators. Understanding strengths and weaknesses in both of these areas will
lead to personal and professional development and a higher level of satisfaction.
The following is an in-depth look at your personal talents in the two main sections:
Behaviors
This section of the report is designed to help you attain a greater knowledge of yourself as well as
others. The ability to interact effectively with people may be the difference between success and
failure in your work and personal life. Effective interaction starts with an accurate perception of
oneself.
Motivators
This section of the report provides information on the why of your actions, which with application
and coaching, can tremendously impact your valuing of life. Once you know the motivations that
drive your actions, you will immediately be able to understand the causes of conflict.
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Erik Wilson
952.445.8604

Introduction Behaviors Section
Behavioral research suggests that the most effective people are those who understand
themselves, both their strengths and weaknesses, so they can develop strategies to meet
the demands of their environment.
A person's behavior is a necessary and integral part of who they are. In other words, much of our
behavior comes from "nature" (inherent), and much comes from "nurture" (our upbringing). It is
the universal language of "how we act," or our observable human behavior.
In this report we are measuring four dimensions of normal behavior. They are:
How you respond to problems and challenges.
How you influence others to your point of view.
How you respond to the pace of the environment.
How you respond to rules and procedures set by others.
This report analyzes behavioral style; that is, a person's manner of doing things. Is the report
100% true? Yes, no and maybe. We are only measuring behavior. We only report statements
from areas of behavior in which tendencies are shown. To improve accuracy, feel free to make
notes or edit the report regarding any statement from the report that may or may not apply, but
only after checking with friends or colleagues to see if they agree.
"All people exhibit all four behavioral
factors in varying degrees of intensity."
–W.M. Marston
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Erik Wilson
952.445.8604

Sales Characteristics
Based on Erik's responses, the report has selected general statements to provide a
broad understanding of his sales style. This section highlights how he deals with
preparation, presentation, handling objections, closing, and servicing. The statements
identify the natural sales style he brings to the job. Eliminate or modify any statement
that is not true based on sales training or experience.
Erik becomes highly excited about what influences him. He usually displays
this emotion when he is attempting to influence people. Socially and verbally
aggressive, he loves to meet strangers and begin conversations. This is a
great attribute when new territory is opened, or new accounts are dictated by
business conditions. Detail work is not Erik's forte. He enjoys "people over
things" and may procrastinate when faced with time-consuming, detail work.
He prefers to be evaluated on his results, not the paper work. He consistently
meets the challenge of persuading people to his point of view. Some buyers
may desire less talk and more facts. Erik may be seen as somewhat impulsive.
He likes new products and often is the first in his neighborhood to buy the latest
things. He prefers to sell new, innovative products or services. In fact, he often
uses creative ways to sell his products or services. He prefers to sell a new
client on himself first rather than his product or service. This reflects his natural
approach. When he buys, he also prefers to be sold in this manner.
Erik may not answer objections completely. He often treats them lightly and
may "tap dance" around the objections or use sales puffery to answer them. He
may use sales aids with his presentation. His usage sometimes depends on his
ability to be organized; that is, he occasionally forgets to replenish his supply of
sales aids or feels he can verbalize the presentation without them. He
frequently uses emotion and active body language in his sales presentation.
With some buyers this could be detrimental because they may see him as being
superficial. He succeeds in projecting self-confidence in his sales
presentations. This self-confidence evolves from his belief in himself and his
products or services. This may cause him to become frustrated if a prospect
attacks either him or his product. If he gets into one of his "oversell" modes, he
may cause the objections to be raised. However, he will welcome the
objections and answer them to the best of his ability. He may use humor in his
presentation, which may help or hinder, based on the style of the buyer.
Excessive humor may cause him to ramble and not provide sufficient time for
the presentation.
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
3
Erik Wilson
952.445.8604

Sales Characteristics Continued
Erik may promise more than he can deliver to close a sale. He does intend to
deliver what he says, but he has difficulty finding the time to provide what he
promises. His optimism makes him believe he can deliver. He can be seen as
a good closer. However, he may postpone the close until giving the complete
sales pitch. Observers have actually seen him sell the product and then buy it
back. He should guard against excessive talking and close at the appropriate
time. Erik's listening skills may cause him to miss some closing opportunities.
He may be thinking about what he is going to say next and miss the buying
signal. He can be guilty of overservicing the accounts he feels are personal
friends. To him, friendship is important and he may overlook certain requests to
maintain the friendship. Erik probably has several favorite closes. He needs to
evaluate the way he is using them and if they are appropriate to the sales
situation. Sometimes he tries too hard to accommodate the buyer with service.
He will resent his effort if the account doesn't live up to its potential.
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
4
Erik Wilson
952.445.8604

Behavioral Selling
Overview
The Behavioral Selling Overview reflects Erik's natural and adapted styles within each phase of
the Behavioral Selling Model. Erik's natural style reflects his native, intuitive selling behavior.
Erik's adapted scores reflect the behavior that Erik believes necessary in each phase of
behavioral selling.
The level of effectiveness that Erik either possesses naturally or is able to modify or "mask" is
also shown. The higher the score, the more effective Erik is at that phase of the sale. The lower
the score, the greater challenge Erik has in terms of delivering specific behavior required for
success within that phase.
The amount of difference between a salesperson's adapted and natural styles is also key. The
greater the difference, the greater potential for stress.
PROSPECTING
0 1 2 3 4 5 6 7 8 9 10
7.75
8.25
Adapted
Natural
FIRST IMPRESSION
0 1 2 3 4 5 6 7 8 9 10
8.25
8.75
Adapted
Natural
QUALIFYING
0 1 2 3 4 5 6 7 8 9 10
7.00
6.75
Adapted
Natural
DEMONSTRATION
0 1 2 3 4 5 6 7 8 9 10
8.50
9.00
Adapted
Natural
INFLUENCE
0 1 2 3 4 5 6 7 8 9 10
8.50
8.75
Adapted
Natural
CLOSING
0 1 2 3 4 5 6 7 8 9 10
6.75
7.25
Adapted
Natural
0-5.0=POOR 5.1-6.6=FAIR 6.7-7.6=GOOD 7.7-8.8=VG 8.9-10=EX
5
Erik Wilson
952.445.8604

Potential Strengths or Obstacles to
Behavioral Selling Success
The Behavioral Selling Model is a scientific, professional selling process. The
Behavioral Selling Overview outlines Erik's performance tendencies within each
specific phase of the Behavioral Selling Model.
Prospecting: The first phase of the Behavioral Selling Model. It is the phase of
the sale where prospects are identified, detailed background information is
gathered, the physical activity of traditional prospecting is coordinated and an
overall strategy for face-to-face selling is developed.
In the Prospecting Phase, Erik MAY have a TENDENCY to:
Not do a thorough and/or objective job of evaluating the potential of a
prospect.
Have a great deal of trouble in managing the travel detail and challenges
of territory management.
Be unrealistically optimistic in appraising the promise, potential, credit and
long term value of an account.
Work primarily from referrals and existing business rather than run the risk
of facing the hostility of rejection from new prospects.
First Impression: The first face-to-face interaction between a prospect and the
salesperson, this phase is designed to enable the salesperson to display his or
her sincere interest in the prospect...to gain positive acceptance and to develop
a sense of mutual respect and rapport. It is the first phase of face-to-face trust
building and sets the face-to-face selling process in motion.
In the First Impression Phase, Erik MAY have a TENDENCY to:
Prefer to sell a new account over servicing an old account. This is
especially true if the old account has little potential or requires an ongoing
supply of detail facts and data to support their continued purchase
decisions.
Rely on style, dress, interpersonal and verbal skills rather than in
displaying a sincere interest in the prospect on a one-on-one basis.
Miss verbal and non-verbal buying signals.
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
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Erik Wilson
952.445.8604

Be very optimistic and enthusiastic and is good at generating the same
enthusiasm in others. Sometimes his exuberance is what sells his
product or services. Occasionally, however, buyers may be offended by
his overuse of energized optimism.
Qualifying: The questioning and detailed needs analysis phase of the
face-to-face sale, this phase of the Behavioral Selling Model enables the
salesperson to discover what the prospect will buy, when they will buy and
under what conditions they will buy. It is allowing the prospect to identify and
verbalize their level of interest, specific wants and detailed needs in the product
or service the salesperson is offering.
In the Qualifying Phase, Erik MAY have a TENDENCY to:
Think in terms of the big picture and to look for big picture solutions rather
than specific, detailed solutions to problems.
Ask questions that will allow him to proceed with his own agenda.
Tune out others and to tune in only to himself.
Prematurely jump to the Demonstration Phase, thereby violating the first
rule of behavioral selling. May also make his entire presentation in a
non-sequential, random order.
Demonstration: Much different from traditional "demonstration" or "product
presentation," this phase allows the salesperson to demonstrate his or her
product knowledge in such a way that it fulfills the stated or implied wants,
needs, or intentions of the prospect as identified and verbalized in the
Qualifying Phase.
In the Demonstration Phase, Erik MAY have a TENDENCY to:
Demonstrate things that his product or service will do that may not have
anything to do with the prospect's real needs.
Use emotion in his sales presentation. This is often coupled with
excessive gestures. This could prove to be detrimental with some buyers.
They may see him as being too superficial.
Oversell or talk his way out of a sale by focusing on irrelevant things.
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
7
Erik Wilson
952.445.8604

Not have all the necessary brochures and collateral sales tools available.
Influence: What people believe enough, they act upon. This phase is designed
to enable the salesperson to build value and overcome the tendency that many
prospects have to place little belief or trust in what is told to them. It is this
phase of the sale that solidifies the prospect's belief in the supplier, product or
service and salesperson.
In the Influence Phase, Erik MAY have a TENDENCY to:
Stress benefits that are important to him, rather than identifying those that
are important to the prospect.
Overly rely on friendship to make the sale.
Tell the complete story and miss closing opportunities.
Overlook asking satisfied customers to help in securing new prospects or
to ask for positive letters of satisfaction.
Closing: The final phase of the Behavioral Selling Model. This phase is asking
the prospect to buy, dealing with objections, handling any necessary negotiation
and completing the transaction to mutual satisfaction.
In the Closing Phase, Erik MAY have a TENDENCY to:
Promise more then he can ever possibly deliver in order to close a sale.
He fully intends to deliver what he says, but he has difficulty finding the
time to deliver on his promises. His optimism always makes him believe
he can fulfill any promise.
Not clarify what he thinks he hears when an objection is raised. He needs
to follow all objections with a question to clarify what he actually heard
and to determine what the prospect is really saying.
Be positive and direct with closing questions. Specifically, he will be both
friendly and persistent as he attempts to close the sale.
Cause objections to be raised if he gets into one of his oversell modes.
However, he will welcome the objections and answer them to the best of
his ability.
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
8
Erik Wilson
952.445.8604

Value to the Organization
This section of the report identifies the specific talents and behavior Erik brings to the
job. By looking at these statements, one can identify his role in the organization. The
organization can then develop a system to capitalize on his particular value and make
him an integral part of the team.
People-oriented.
Positive sense of humor.
Inner-directed rather than tradition-directed--brings fresh ideas for solving
problems.
Verbalizes his feelings.
Accomplishes goals through people.
Negotiates conflicts.
Big thinker.
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
9
Erik Wilson
952.445.8604

Checklist for Communicating
Most people are aware of and sensitive to the ways with which they prefer to be
communicated. Many people find this section to be extremely accurate and important
for enhanced interpersonal communication. This page provides other people with a
list of things to DO when communicating with Erik. Read each statement and identify
the 3 or 4 statements which are most important to him. We recommend highlighting
the most important "DO's" and provide a listing to those who communicate with Erik
most frequently.
Ways to Communicate:
Leave time for relating, socializing.
Appeal to how he will benefit or be admired.
Provide ideas for implementing action.
Provide testimonials from people he sees as important.
Use enough time to be stimulating, fun-loving, fast-moving.
Clarify any parameters in writing.
Look for his oversights.
Offer special, immediate and extra incentives for his willingness to take
risks.
Ask for his opinions/ideas regarding people.
Use the carrot approach when appropriate.
Provide solutions--not opinions.
Provide a warm and friendly environment.
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
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Erik Wilson
952.445.8604

Checklist for Communicating Continued
This section of the report is a list of things NOT to do while communicating with Erik.
Review each statement with Erik and identify those methods of communication that
result in frustration or reduced performance. By sharing this information, both parties
can negotiate a communication system that is mutually agreeable.
Ways NOT to Communicate:
Kid around too much, or "stick to the agenda" too much.
Be dogmatic.
Talk down to him.
Leave decisions hanging in the air.
Be curt, cold or tight-lipped.
"Dream" with him or you'll lose time.
Drive on to facts, figures, alternatives or abstractions.
Ramble.
Let him overpower you with verbiage.
Legislate or muffle--don't overcontrol the conversation.
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
11
Erik Wilson
952.445.8604

Selling Tips
This section provides suggestions on methods which will improve Erik's communications when selling to different
styles. The tips include a brief description of typical people in which he may interact. By adapting to the
communication style desired by other people, Erik will become more effective in his communications with them. He
may have to practice some flexibility in varying his communication style with others who may be different from
himself. This flexibility and the ability to interpret the needs of others is the mark of a superior salesperson.
When selling to a person who is ambitious,
forceful, decisive, strong-willed, independent and
goal-oriented:
Be clear, specific, brief and to the point.
Stick to business. Give an effective presentation.
Come prepared with support material in a
well-organized "package."
Factors that will create tension:
Talking about things that are not relevant to the
issue.
Leaving loopholes or cloudy issues.
Appearing disorganized.
When selling to a person who is magnetic,
enthusiastic, friendly, demonstrative and
political:
Provide a warm and friendly environment.
Don't deal with a lot of details, unless they want
them.
Provide testimonials from people they see as
important.
Being curt, cold or tight-lipped.
Controlling the conversation.
Driving on facts and figures, alternatives,
abstractions.
When selling to a person who is patient,
predictable, reliable, steady, relaxed and modest:
Begin with a personal comment--break the ice.
Present yourself softly, nonthreateningly and
logically.
Earn their trust--provide proven products.
Rushing headlong into the interview.
Being domineering or demanding.
Forcing them to respond quickly to your questions.
When selling to a person who is dependent, neat,
conservative, perfectionist, careful and
compliant:
Prepare your "presentation" in advance.
Stick to business--provide fact to support your
presentation.
Be accurate and realistic--don't exaggerate.
Being giddy, casual, informal, loud.
Wasting time with small talk.
Being disorganized or messy.
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Erik Wilson
952.445.8604

Ideal Environment
This section identifies the ideal work environment based on Erik's basic style. People
with limited flexibility will find themselves uncomfortable working in any job not
described in this section. People with flexibility use intelligence to modify their
behavior and can be comfortable in many environments. Use this section to identify
specific duties and responsibilities that Erik enjoys and also those that create
frustration.
Forum for his ideas to be heard.
Work with a results-oriented team.
Assignments with a high degree of people contacts.
Freedom from control and detail.
Democratic supervisor with whom he can associate.
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
13
Erik Wilson
952.445.8604

Perceptions
See Yourself as Others See You
A person's behavior and feelings may be quickly telegraphed to others. This section
provides additional information on Erik's self-perception and how, under certain
conditions, others may perceive his behavior. Understanding this section will
empower Erik to project the image that will allow him to control the situation.
Self-Perception
Erik usually sees himself as being:
Enthusiastic Outgoing
Charming Inspiring
Persuasive Optimistic
Others' Perception - Moderate
Under moderate pressure, tension, stress or fatigue, others may see him as
being:
Self-Promoting Glib
Overly Optimistic Unrealistic
Others' Perception - Extreme
Under extreme pressure, stress or fatigue, others may see him as being:
Overly Confident Talkative
Poor Listener Self-Promoter
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
14
Erik Wilson
952.445.8604

Descriptors
Based on Erik's responses, the report has marked those words that describe his
personal behavior. They describe how he solves problems and meets challenges,
influences people, responds to the pace of the environment and how he responds to
rules and procedures set by others.
Demanding
Egocentric
Driving
Ambitious
Pioneering
Strong-Willed
Forceful
Determined
Aggressive
Competitive
Decisive
Venturesome
Inquisitive
Responsible
Conservative
Calculating
Cooperative
Hesitant
Low-Keyed
Unsure
Undemanding
Cautious
Mild
Agreeable
Modest
Peaceful
Unobtrusive
Dominance
Effusive
Inspiring
Magnetic
Political
Enthusiastic
Demonstrative
Persuasive
Warm
Convincing
Polished
Poised
Optimistic
Trusting
Sociable
Reflective
Factual
Calculating
Skeptical
Logical
Undemonstrative
Suspicious
Matter-of-Fact
Incisive
Pessimistic
Moody
Critical
Influencing
Phlegmatic
Relaxed
Resistant to Change
Nondemonstrative
Passive
Patient
Possessive
Predictable
Consistent
Deliberate
Steady
Stable
Mobile
Active
Restless
Alert
Variety-Oriented
Demonstrative
Impatient
Pressure-Oriented
Eager
Flexible
Impulsive
Impetuous
Hypertense
Steadiness
Evasive
Worrisome
Careful
Dependent
Cautious
Conventional
Exacting
Neat
Systematic
Diplomatic
Accurate
Tactful
Open-Minded
Balanced Judgment
Firm
Independent
Self-Willed
Stubborn
Obstinate
Opinionated
Unsystematic
Self-Righteous
Uninhibited
Arbitrary
Unbending
Careless with Details
Compliance
15
Erik Wilson
952.445.8604

Natural and Adapted
Selling Style
Erik's natural selling style of dealing with problems, people, pace and procedures may
not always fit the sales environment. This section is extremely important as it will
identify if a salesperson's natural style or adapted style is correct for the current sales
environment.
PROBLEMS - CHALLENGES
Natural Adapted
Erik is somewhat conservative in his
approach to solving problems and
usually doesn't push potential
prospects to make quick high-risk
decisions. He will accept challenges
by being quite calculating in his
response to the challenge. He will
be quite cooperative by nature and
attempt to avoid confrontation as he
wants to be seen as a salesperson
who is "easy" to work with.
Erik sees no need to change his
sales approach from his basic style
as it is related to solving problems
and challenges.
PEOPLE - CONTACTS
Natural Adapted
Erik is enthusiastic about his ability
to influence others. He prefers an
environment in which he has the
opportunity to deal with different
types of individuals. He is trusting
and also wants to be trusted.
Erik sees no need to change his
approach to influencing others to his
way of thinking. He sees his natural
style to be what the environment is
calling for.
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
16
Erik Wilson
952.445.8604

Natural and Adapted
Selling Style Continued
PACE - CONSISTENCY
Natural Adapted
Erik enjoys a sales environment that
needs a consistent approach. He
will change approach if the new
direction is meaningful and
consistent with past experience. He
enjoys selling quality products that
he feels are reliable and dependable.
Erik feels that the sales environment
doesn't require him to alter the way
he deals with activity level and
consistency.
PROCEDURES - CONSTRAINTS
Natural Adapted
Erik is striving to be independent and
self-directed. He is most comfortable
in a sales environment where rules
and procedures can be interpreted to
meet the needs of his customer in
certain situations.
The difference between Erik's basic
and adapted sales style is not
significant and he sees no need to
change on this factor.
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
17
Erik Wilson
952.445.8604

Adapted Style
Erik sees his present work environment requiring him to exhibit the behavior listed on
this page. If the following statements DO NOT sound job related, explore the reasons
why he is adapting this behavior.
Adaptable in meeting the needs of clients or customers.
Verbally stressing the benefits of his product or service.
Independent in approaching customers or clients.
Setting his own agenda for results.
Using persuasive skills.
Unafraid to overstep authority when necessary to make a sale.
Exhibiting excitement about his service or product.
Using a creative approach in selling new and innovative services or
products.
Using great social strengths in approaching new prospects.
Uninhibited in making a creative sales presentation.
Excited about available new products or services.
Generating enthusiasm in others.
Meeting customers either formally or informally.
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
18
Erik Wilson
952.445.8604

Keys to Motivating
This section of the report was produced by analyzing Erik's wants. People are
motivated by the things they want; thus, wants that are satisfied no longer motivate.
Review each statement produced in this section with Erik and highlight those that are
present "wants."
Erik wants:
Rewards to support his dreams.
No close supervision.
Freedom from many rules and regulations.
No restrictions to hamper results.
Flattery, praise, popularity and strokes.
Freedom from control and detail.
Exposure to those who appreciate his sales results.
Participation in meetings on future planning.
Freedom to talk and participate in sales meetings.
Sales meetings that allow him to ventilate his emotions.
A manager who practices participative management.
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
19
Erik Wilson
952.445.8604

Keys to Managing
In this section are some needs which must be met in order for Erik to perform at an
optimum level. Some needs can be met by himself, while management must provide
for others. It is difficult for a person to enter a motivational environment when that
person's basic management needs have not been fulfilled. Review the list with Erik
and identify 3 or 4 statements that are most important to him. This allows Erik to
participate in forming his own personal management plan.
Erik needs:
To focus conversations on work activities--less socializing.
Documentation of expected sales results.
Better organization of record keeping.
To handle routine paperwork only once.
To relax and pace himself.
Bottom-line measurement.
Recognition that limits and rules do exist (and why).
Help on controlling time and setting priorities.
To be informed of things which affect him.
To maintain focus on results and not sacrifice productivity just to make
everyone happy.
Objectivity in managing a sales territory.
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
20
Erik Wilson
952.445.8604

Time Wasters
This section of your report is designed to identify time wasters that may impact your
overall time use effectiveness. Possible causes and solutions will serve as a basis for
creating an effective plan for maximizing your use of TIME and increasing your
PERFORMANCE.
Poor Filing System
A poor filing system is one that has no predetermined method for subject
matter grouping. It is one that you may understand but is not usable by others
who may need to retrieve information from your files.
Possible Causes:
Have not determined or prioritized subject matter groupings
Categorize by emotions
Possible Solutions:
Set up a cataloging system that you AND others can use easily
Have someone assist you in setting up a system
Use cross-referencing indexes
Computerize information
Procrastination
Procrastination is the process of delaying action. It is also the inability to begin
action.
Possible Causes:
Priorities have not been set
Do not see projects or tasks clearly
Overwhelmed with commitments
Hope that time will solve or eliminate the problem
Fear of failure
Possible Solutions:
Set goals and establish priorities
Break large projects into small steps and do one at a time
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
21
Erik Wilson
952.445.8604

Time Wasters Continued
Agree to follow established priorities
Consider consequences if it doesn't get done
Remind yourself that you will avoid the stress of putting something off until
the last minute
Open Door Policy
An open door policy in this context refers to giving unlimited and unmonitored
access to anyone who wishes to see you.
Possible Causes:
Want to be seen as supportive and available
Want the social interaction of people dropping by
Have a difficult time saying "no"
Use people interruptions as a way of procrastinating or justifying missed
deadlines
Possible Solutions:
Set aside time to "close your door" and work on projects
Set aside time to interact with co-workers
Learn to prioritize activities and say "no" to low priorities
Place your desk so that it is not always in "view" of those who pass by
Avoid eye contact with people who walk by your desk or office
Daydreaming
Daydreaming is being preoccupied with non-task or non-work related
thoughts. It is being easily distracted from at-hand tasks and focusing on past
or future events for prolonged periods of time.
Possible Causes:
Being a creative thinker and always thinking of new ideas
Being more excited about the future than the here and now
Bring personal problems to work
See work as routine and unexciting
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
22
Erik Wilson
952.445.8604

Experience stress from working on something too long
Focus on past pleasant experiences as a way of coping with routine and
stress
Possible Solutions:
Learn to read body signals for fatigue
Change routine
Remind yourself that worrying about personal problems interferes with
your productivity
Set tasks/objectives
Cluttered Desk
A cluttered desk is one that is overloaded by papers, supplies and equipment
to the point of impacting the ability to be productive.
Possible Causes:
See organizing and filing activities as a waste of time
Want everything at fingertips
Do not conceptualize a system for grouping information and materials
Have not established a timeline for tasks or projects
Possible Solutions:
Handle each piece of mail only once, i.e. pitch it, file it or delegate it
Set up (or have someone else set up) an information storage and retrieval
system
Get off mailing lists that are of no interest to you
Remind yourself that the time it takes to open "junk" mail robs you of time
for more important tasks
Establish a time limit for certain projects and only have current project
material on your desk
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
23
Erik Wilson
952.445.8604

Long Lunches
Long lunches are those that extend beyond the normal time for eating. They
could be kept within a specific time frame but are not.
Possible Causes:
Get involved in the excitement of conversation and forget about time
See long lunches as a networking opportunity
Like doing business in a social, non-threatening environment
Use long lunches as a way to avoid unpleasant tasks, people or the work
environment
Possible Solutions:
Set a specific time for lunch and STICK TO IT
Have meetings in the office
Set meetings right after lunch
Have working lunches
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
24
Erik Wilson
952.445.8604

Areas for Improvement
In this area is a listing of possible limitations without regard to a specific job. Review
with Erik and cross out those limitations that do not apply. Highlight 1 to 3 limitations
that are hindering his performance and develop an action plan to eliminate or reduce
this hindrance.
Erik has a tendency to:
Tell the complete story and miss closing opportunities.
Be more concerned with popularity than tangible results, if popularity is
rewarded.
Have difficulty planning and controlling time.
Need to be more factually-oriented and talk a bit slower.
Dislike call reports, etc.
Not answer objections completely, or tap dances around the objections.
Give away products or services to make client happy.
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
25
Erik Wilson
952.445.8604

Action Plan
Professional Development
1. I learned the following behaviors contribute positively to increasing my professional
effectiveness: (list 1-3)
2. My report uncovered the following behaviors I need to modify or adjust to make me more
effective in my career: (list 1-3)
3. When I make changes to these behaviors, they will have the following impact on my career:
4. I will make the following changes to my behavior, and I will implement them by ____________:
26
Erik Wilson

Action Plan
Personal Development
1. When reviewing my report for personal development, I learned the following key behaviors
contribute to reaching my goals and the quality of life I desire: (list 1-3)
2. The following behaviors were revealed, which show room for improvement to enhance the
quality of my life: (list 1-3)
3. When I make changes to these behaviors, I will experience the following benefits in my quality
of life:
4. I will make the following changes to my behavior, and I will implement them by ____________:
27
Erik Wilson

Behavioral Hierarchy
The Behavioral Hierarchy graph will display a ranking of your natural behavioral style
within a total of twelve (12) areas commonly encountered in the workplace. It will help
you understand in which of these areas you will naturally be most effective.
1. Frequent Interaction with Others - Dealing with multiple
interruptions on a continual basis, always maintaining a friendly
interface with others.
0. . . . 1 . . . . 2 . . . . 3 . . . . 4 . . . . 5 . . . . 6 . . . . 7 . . . . 8 . . . . 9 . . . .10
8.0
6.2*
2. People Oriented - Spending a high percentage of time successfully
working with a wide range of people from diverse backgrounds to
achieve "win-win" outcomes.
0. . . . 1 . . . . 2 . . . . 3 . . . . 4 . . . . 5 . . . . 6 . . . . 7 . . . . 8 . . . . 9 . . . .10
7.5
6.8*
3. Customer Relations - A desire to convey your sincere interest in
them.
0. . . . 1 . . . . 2 . . . . 3 . . . . 4 . . . . 5 . . . . 6 . . . . 7 . . . . 8 . . . . 9 . . . .10
7.2
6.6*
4. Versatility - Bringing together a multitude of talents and a
willingness to adapt the talents to changing assignments as required.
0. . . . 1 . . . . 2 . . . . 3 . . . . 4 . . . . 5 . . . . 6 . . . . 7 . . . . 8 . . . . 9 . . . .10
6.5
5.3*
5. Frequent Change - Moving easily from task to task or being asked
to leave several tasks unfinished and easily move on to the new task
with little or no notice.
0. . . . 1 . . . . 2 . . . . 3 . . . . 4 . . . . 5 . . . . 6 . . . . 7 . . . . 8 . . . . 9 . . . .10
6.2
5.2*
6. Following Policy - Complying with the policy or if no policy,
complying with the way it has been done.
0. . . . 1 . . . . 2 . . . . 3 . . . . 4 . . . . 5 . . . . 6 . . . . 7 . . . . 8 . . . . 9 . . . .10
6.0
6.9*
7. Consistency - The ability to do the job the same way.
0. . . . 1 . . . . 2 . . . . 3 . . . . 4 . . . . 5 . . . . 6 . . . . 7 . . . . 8 . . . . 9 . . . .10
5.5
6.5*
* 68% of the population falls within the shaded area.
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
28
Erik Wilson
952.445.8604

Behavioral Hierarchy
8. Urgency - Decisiveness, quick response and fast action.
0. . . . 1 . . . . 2 . . . . 3 . . . . 4 . . . . 5 . . . . 6 . . . . 7 . . . . 8 . . . . 9 . . . .10
5.0
4.3*
9. Competitiveness - Tenacity, boldness, assertiveness and a "will to
win" in all situations.
0. . . . 1 . . . . 2 . . . . 3 . . . . 4 . . . . 5 . . . . 6 . . . . 7 . . . . 8 . . . . 9 . . . .10
5.0
4.7*
10. Follow Up and Follow Through - A need to be thorough.
0. . . . 1 . . . . 2 . . . . 3 . . . . 4 . . . . 5 . . . . 6 . . . . 7 . . . . 8 . . . . 9 . . . .10
5.0
6.3*
11. Analysis of Data - Information is maintained accurately for
repeated examination as required.
0. . . . 1 . . . . 2 . . . . 3 . . . . 4 . . . . 5 . . . . 6 . . . . 7 . . . . 8 . . . . 9 . . . .10
3.5
5.5*
12. Organized Workplace - Systems and procedures followed for
success.
0. . . . 1 . . . . 2 . . . . 3 . . . . 4 . . . . 5 . . . . 6 . . . . 7 . . . . 8 . . . . 9 . . . .10
3.0
5.2*
SIA: 41-74-62-34 (16) SIN: 43-76-56-35 (15)
Adapted Style
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34
Natural Style
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35
29
Erik Wilson
952.445.8604

Style Insights
®
Graphs
12-22-2014
Adapted Style
Graph I
100
90
80
70
60
50
40
30
20
10
0
D
41
I
74
S
62
C
34%
Norm 2014 R4
Natural Style
Graph II
100
90
80
70
60
50
40
30
20
10
0
D
43
I
76
S
56
C
35%
Norm 2014 R4
T: 8:03
30
Erik Wilson
952.445.8604

The Success Insights
®
Wheel
The Success Insights® Wheel is a powerful tool popularized in Europe. In addition to the text you
have received about your behavioral style, the Wheel adds a visual representation that allows you
to:
View your natural behavioral style (circle).
View your adapted behavioral style (star).
Note the degree you are adapting your behavior.
If you filled out the Work Environment Analysis, view the relationship of your behavior to your
job.
Notice on the next page that your Natural style (circle) and your Adapted style (star) are plotted on
the Wheel. If they are plotted in different boxes, then you are adapting your behavior. The further
the two plotting points are from each other, the more you are adapting your behavior.
If you are part of a group or team who also took the behavioral assessment, it would be
advantageous to get together, using each person's Wheel, and make a master Wheel that
contains each person's Natural and Adapted style. This allows you to quickly see where conflict
can occur. You will also be able to identify where communication, understanding and
appreciation can be increased.
31
Erik Wilson
952.445.8604

The Success Insights
®
Wheel
12-22-2014
D
IS
C
COND
U
CTOR
PERSUADER
PRO
M
O
TER
RELATER
SUPPO
R
TER
COORDINATOR
ANAL
YZER
IMPLEMENTOR 1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
4849
50
51
52
53
54
55
56
57
5859
60
Natural: (15) RELATING PROMOTER
Adapted: (16) PROMOTING RELATER
Norm 2014 R4
T: 8:03
32
Erik Wilson
952.445.8604

Introduction Motivators Section
Knowledge of an individual's motivators and attitudes help to tell us WHY they do things.
A review of an individual's experiences, references, education and training help to tell us
WHAT they can do. Behavioral assessments help to tell us HOW a person behaves and
performs in the work environment. This report measures the relative prominence of six
basic interests or motivators (a way of valuing life): Theoretical, Utilitarian, Aesthetic,
Social, Individualistic and Traditional.
Motivators help to initiate one's behavior and are sometimes called the hidden motivators
because they are not always readily observed. It is the purpose of this report to help illuminate
and amplify some of those motivating factors and to build on the strengths that each person
brings to the work environment.
Based on your choices, this report ranks your relative passion for each of the six motivators. Your
top two and sometimes three motivators cause you to move into action. You will feel positive
when talking, listening or doing activities that satisfy your top motivators.
The feedback you will receive in this section will reflect one of three intensity levels for each of the
six motivators.
Strong - positive feelings that you need to satisfy either on or off the job.
Situational - where your feelings will range from positive to indifferent based on other priorities
in your life at the time. These motivators tend to become more important as your top
motivators are satisfied.
Indifferent - your feelings will be indifferent when related to your 5th or 6th motivator.
Your Personal Motivators Ranking
1st Individualistic Strong
2nd Traditional Strong
3rd Social Situational
4th Aesthetic Situational
5th Utilitarian Indifferent
6th Theoretical Indifferent
33
Erik Wilson
Copyright © 1989-2013. Use by Target Training International, Ltd. permitted under license agreement. All rights reserved.
952.445.8604

Individualistic/Political
The primary interest for this value is POWER. Research studies indicate that leaders
in most fields have a high power value. Since competition and struggle play a large
part in all areas of life, many philosophers have seen power as the most universal and
most fundamental of motives. There are, however, certain personalities in whom the
desire for direct expression of this motive is uppermost; who wish, above all, for
personal power, influence and renown.
General Characteristics
Erik has a strong desire to be his own person.
He surprises others with spontaneous ideas or responses.
He experiences a feeling of accomplishment in being recognized for
completing a tough assignment in a creative way.
Enjoys work and assignments which give him stature in the eyes of others
and evokes respect.
Prefers to make his own decisions about how an assignment or project is
to be accomplished.
Brings a lot of energy that needs to be put to good use.
Likes to have his own niche; the place where he can excel.
Ability to take a stand and not be afraid to be different in either ideas or
approaches to problem solving.
Brings creative ideas.
Not afraid to take calculated risks.
Desires to be an individual and celebrate differences.
Brings a variety of different and energetic ideas to the workplace.
Enjoys making presentations to small or large groups, and is generally
perceived as an engaging presenter by his audience.
15 15
20 20
25 25
30 30
35 35
40 40
45 45
50 50
55 55
60 60
65 65
70 70
40 40 41 42 45 44
THE. UTI. AES. SOC. IND. TRA.
34
Erik Wilson
952.445.8604

Individualistic/Political
Keys to Managing and Motivating
Create an environment that provides security while it encourages taking
appropriate risks.
Provide an environment where Erik has space to demonstrate his unique
contributions to the team.
Be patient in allowing for expression of his uniqueness and sense of
humor.
Erik brings a variety of strengths to the team that may not have been
utilized. Explore the possibilities of expanding these opportunities.
Be open to new ideas Erik may offer, and realize that he may do things a
bit differently than standard operating procedure.
Training, Professional Development and Learning
Insights
Attempt to provide enough creative space for him to express his
uniqueness.
Allow for some experimental or non-routine types of options.
Link some of the benefits of the learning activity to enhancing ability to
make a special and unique contribution to the team.
Continuous Quality Improvements
May spend excess time telling (or selling) an audience on his uniqueness,
rather than discussing the topic at hand.
Some values clashes may be reduced if awareness of the needs of others
and awareness of the job parameters and protocol are used to govern his
high Individualistic behavior.
Needs to listen more and speak less.
15 15
20 20
25 25
30 30
35 35
40 40
45 45
50 50
55 55
60 60
65 65
70 70
40 40 41 42 45 44
35
Erik Wilson
952.445.8604

Traditional/Regulatory
The highest interest for this value may be called "unity," "order," or "tradition."
Individuals with high scores in this value seek a system for living. This system can be
found in such things as conservatism or any authority that has defined rules,
regulations and principles for living.
Has a moderately high drive for routine and order.
Is highly organized on projects.
Is concerned with respecting the responsibilities of self and others.
Believes in obedience to the promises he makes.
Likes to know how to do something before doing it so that it gets done
correctly the first time.
Maintains a strong attention to quality control issues and procedures.
Relies on a sense of security that comes from studying and adhering to
procedures and routines.
High attention to details.
Stays focused on the aspects important to the completion of the project.
Helps bring structure to any project, task, or assignment.
Produces accurate, detailed results.
Has a high sense of accomplishment that comes from seeing a detailed
project through to completion, with high quality control.
Tell him why he is responsible for a specific job or procedure. If it makes
sense to him, he will have a positive attitude toward it.
Stick to the prescribed schedule or flow chart.
Maintain routine to maintain accuracy.
Don't present criticism in front of co-workers.
Allow enough flexibility for him to establish and test his own procedures
and methods.
15 15
20 20
25 25
30 30
35 35
40 40
45 45
50 50
55 55
60 60
65 65
70 70
40 40 41 42 45 44
36
Erik Wilson
952.445.8604

Traditional/Regulatory
Insights
Prefers individual activities, or those with high structure, detail or protocol.
Tends to be very well disciplined in learning and professional
development situations.
Likes to know why a learning project is being initiated and why he needs
to be involved.
If rules are set as "must follow," be certain they are enforced for all.
Needs to relax a bit more and have fun.
Needs to look more at the big picture when trying to solve problems.
15 15
20 20
25 25
30 30
35 35
40 40
45 45
50 50
55 55
60 60
65 65
70 70
40 40 41 42 45 44
37
Erik Wilson
952.445.8604

Social/Altruistic
Those who score very high in this value have an inherent love of people. The
Social/Altruistic person prizes other people and is, therefore, kind, sympathetic and
unselfish. They are likely to find the Theoretical, Utilitarian and Aesthetic values cold
and inhuman. Compared to the Individualistic value, the Social/Altruistic person
regards helping others as the only suitable form for human relationships. Research
into this value indicates that in its purest form, the Social/Altruistic interest is selfless.
Shows an appropriate and realistic approach to helping others, without
being an extremist.
Has the ability to balance decisions about whether or not to share with
and help others.
Able to balance own needs against the needs of others, and work in ways
that both achieve and succeed.
Can support and understand the positions of individuals with either a
higher or lower Social/Altruistic score.
Can bring a sense of stability to issues around this Social/Altruistic
dimension.
Brings flexibility to the team regarding this Social/Altruistic area. He is
able to say "yes," but also knows where to draw the line and say "no,"
when appropriate.
Projects a stabilizing and realistic influence on the team.
Able to appreciate the needs of individuals with either a higher or lower
Social/Altruistic score.
Demonstrates the ability to help and go the extra mile without a negative
impact on his own responsibility and work load.
Is not an extremist, and therefore is able to bring balance to the team
when Social/Altruistic issues emerge.
15 15
20 20
25 25
30 30
35 35
40 40
45 45
50 50
55 55
60 60
65 65
70 70
40 40 41 42 45 44
38
Erik Wilson
952.445.8604

Social/Altruistic
Remember that Erik shows a practicality and realism regarding helping
others.
Recognize that this middle ground between the extremes of selfishness
and selflessness may be an appropriate stabilizing force.
Erik brings a balance between the extremes of giving and taking with
regard to team efforts and organizational competition.
Support the strength that he brings in being a balance between those who
may give too much away, versus those who may not give enough.
Insights
Explore the professional development insights from some of the other
Values scales to determine more specific preferences.
He shows flexibility in preferences of training activities to include both
team-oriented as well as independent work.
Becomes engaged in training activities because he sees it as a part of
necessary growth and professional improvement.
It is important to review other Values drives for a more complete look at
areas for quality improvement.
May occasionally feel conflict as to whether or not to participate in certain
service or "giving" activities.
Erik should allow space for those who differ on this Social/Altruistic scale,
and remember that all Values positions are positions deserving respect.
15 15
20 20
25 25
30 30
35 35
40 40
45 45
50 50
55 55
60 60
65 65
70 70
40 40 41 42 45 44
39
Erik Wilson
952.445.8604

Aesthetic
A higher Aesthetic score indicates a relative interest in "form and harmony." Each
experience is judged from the standpoint of grace, symmetry or fitness. Life may be
regarded as a procession of events, and each is enjoyed for its own sake. A high
score here does not necessarily mean that the incumbent has talents in creative
artistry. It indicates a primary interest in the artistic episodes of life.
Shows an appropriate and realistic approach to Aesthetic appreciation
without being an extremist.
The need for and appreciation of beauty is determined on an individual
basis and is not generalized in terms of the total work around him.
Has an interest in form and harmony, but also understands there may be
more important factors when making decisions.
Can support and understand the positions of individuals with either higher
or lower Aesthetic scores.
Brings a sense of balance and stability to a variety of job-related Aesthetic
issues that might emerge.
Brings flexibility to the team regarding this Aesthetic area: able to see the
issues and positions from a variety of sources with a sense of balance.
Is a stabilizing and realistic influence on the team.
Able to appreciate the needs of both the higher or lower Aesthetic
individuals on the team.
Shows ability to help and go the extra mile without a negative impact on
his own responsibility and work-load.
Not an extremist, and therefore when Aesthetic issues emerge Erik
demonstrates an awareness of form and harmony and responds as
needed on the job.
15 15
20 20
25 25
30 30
35 35
40 40
45 45
50 50
55 55
60 60
65 65
70 70
40 40 41 42 45 44
40
Erik Wilson
952.445.8604

Aesthetic
Remember that he shows a practicality and realism regarding Aesthetic
values and positions.
This middle ground between the extremes of higher and lower Aesthetic
issues may be an appropriate stabilizing force.
Check for other Values drives that may be higher or lower than this
Aesthetic value in order to gain a better idea of specific keys to managing
and motivating.
Support the middle ground strength that he brings between various
positions on team issues.
Insights
Explore the professional development insights from some of the other
Values scales to determine more specific preferences.
He is a flexible participant in training and development programs.
Can become engaged in training activities because he sees it as a part of
necessary growth and professional improvement.
He may need to take a more visible position with the team on some
issues within the organization.
May feel conflict as to whether or not to participate in certain team
activities, unless there is some area where his creativity may be used.
Allow space for those who differ on this Aesthetic scale, and remember
that all Values positions are positions deserving of respect.
15 15
20 20
25 25
30 30
35 35
40 40
45 45
50 50
55 55
60 60
65 65
70 70
40 40 41 42 45 44
41
Erik Wilson
952.445.8604

Utilitarian/Economic
The Utilitarian/Economic score shows a characteristic interest in money and what is
useful. This means that an individual wants to have the security that money brings not
only for themselves, but for their present and future family. This value includes the
practical affairs of the business world - the production, marketing and consumption of
goods, the use of credit, and the accumulation of tangible wealth. This type of
individual is thoroughly practical and conforms well to the stereotype of the average
businessperson. A person with a high score is likely to have a high need to surpass
others in wealth.
Since this value's area may help to determine one's money-motivation,
the results indicate that Erik may be motivated more by things other than
a high paycheck (although that may still be important.)
Check the full results and graph to determine those values that were
ranked in a higher field than the Utilitarian/Economic area.
Erik's score indicates a lower interest in materialistic things, or that he has
already achieved a level of material security.
While not driven by money, he may be sensitive to perceived inequities in
wages and salaries, and does not want to be taken advantage of in that
process.
Using money or materials as a yardstick to measure or impress others is
not important.
Tends to be easy-going and supportive of others on the team.
Motivated by money to have needs met, but money itself is not a primary
driving factor.
Sees a wider spectrum of the picture, not just the economic view.
Has a high want, desire, and need to help people. (Internal or external to
the organization.)
Rarely (if ever) looks at a project with a "what's in it for me?" perspective.
Enjoys monetary compensation, but especially enjoys a different type of
paycheck: perhaps that of someone saying, "Thank you very much for
helping me."
Sensitive and responsive to the "people-side" of work related activities.
Has an attitude of "We're all in this together, so let's work together."
15 15
20 20
25 25
30 30
35 35
40 40
45 45
50 50
55 55
60 60
65 65
70 70
40 40 41 42 45 44
42
Erik Wilson
952.445.8604

Utilitarian/Economic
Needs recognition for innovative, creative work, not just for doing his
assigned responsibilities.
Provide a variety of work projects or tasks.
Remember that "helping hands" behind the scenes are as important as
the highly visible ends of a work project.
Provide sincere recognition for contributions.
Consider the strengths of the "total person" when considering rewards
and incentives. Perhaps consider intangible or environmental rewards.
Insights
Comes to a training or development function typically without a "What's in
it for me?" attitude.
He may enjoy a more cooperative learning style.
Prefers less competition between learning groups.
Tends to over commit both on and off the job, such as with community
organizations, etc.
May not hear the "revenue-clock" ticking on some projects.
Needs coaching to increase return-on-investment awareness or profit
motivation.
15 15
20 20
25 25
30 30
35 35
40 40
45 45
50 50
55 55
60 60
65 65
70 70
40 40 41 42 45 44
43
Erik Wilson
952.445.8604

Theoretical
The primary drivers with this value are the discovery of KNOWLEDGE and appetite for
LEARNING. In pursuit of this value, an individual takes a "cognitive" attitude. Such an
individual is nonjudgmental regarding the beauty or utility of objects and seeks only to
observe and to reason. Since the interests of the theoretical person are empirical,
critical and rational, the person appears to be an intellectual. The chief aim in life is to
order and systematize knowledge: knowledge for the sake of knowledge.
Aware of job parameters and details, but prefers to learn only that which
is necessary to complete the job assignment.
Will learn those things necessary for the successful completion of the job
tasks, and may not desire to go further into specific details or theory.
May rely on intuition in making decisions, rather than getting bogged
down in theory and minutia.
May leave specific details of a project to others on the team, and place
trust in their coaching and judgment when decisions are made.
May prefer to spend his time and energy on tasks other than gaining
knowledge about the fine-tuned technical details of products and services.
May learn more by doing and observing than in traditional learning
situations.
May bring a high sense of urgency to the task. Wants to learn and get the
job done quickly.
Likes to spend time learning things that have a direct impact on what he
needs to accomplish as a professional.
May prefer to work on many things with only partial stakes, rather than
getting bogged down in only one function or role.
May bring a constant sense of efficiency to specific job tasks.
Ability to perform many jobs and tasks with little training or assistance.
Doesn't waste time on information that is not needed for the task.
Focused on the task, goal or vision, and completes his responsibility on
schedule.
Can get people on board for a cause.
15 15
20 20
25 25
30 30
35 35
40 40
45 45
50 50
55 55
60 60
65 65
70 70
40 40 41 42 45 44
44
Erik Wilson
952.445.8604

Theoretical
Provide some attempts to reduce the amount of technical
knowledge-based requirements.
Avoid getting Erik bogged down in minute detail whenever possible.
Emphasize the general and big-picture focus on projects rather than the
highly technical details.
Provide opportunity for independence in performing tasks related to the
projects.
Offer information that is relevant to the task, but no more.
Insights
Avoid getting bogged down in academic minutia.
Hit only those essential items that relate to increased success or
efficiency on projects.
Link training and professional development to other areas of the Values
graph where peaks occur.
Has potential for ignoring certain rules, regulations, protocol, or
knowledge which is integrally important to the success of a project.
Occasionally ignores an important rule, procedure, or protocol in order to
expedite processes.
Create a balance between minimum details and those details necessary
to maintain quality control.
15 15
20 20
25 25
30 30
35 35
40 40
45 45
50 50
55 55
60 60
65 65
70 70
40 40 41 42 45 44
45
Erik Wilson
952.445.8604

Motivators - Norms & Comparisons
For years you have heard statements like, "Different strokes for different folks," "to each his own,"
and "people do things for their own reasons, not yours." When you are surrounded by people
who share similar values, you will fit in with the group and be energized. However, when
surrounded by people whose values are significantly different from yours, you may be perceived
as out of the mainstream. If the differences are understood, each brings strengths to the
equation. If not understood, these differences can induce stress or conflict. When confronted
with this type of situation you can:
Change the situation.
Change your perception of the situation.
Leave the situation.
Cope with the situation.
This section reveals areas where your values may be outside the mainstream and could lead to
conflict. The further away you are from the mainstream on the high side, the more people will
notice your passion about that value. The further away from the mainstream on the low side, the
more people will view you as indifferent and possibly negative about that value. The shaded area
for each value represents 68 percent of the population or scores that fall within one standard
deviation above or below the national mean.
Norms & Comparisons Table - Norm 2014
Theoretical
Utilitarian
Aesthetic
Social
Individualistic
Traditional
Mainstream
Mainstream
Mainstream
Mainstream
Mainstream
Mainstream
- 68 percent of the population - national mean - your score
Mainstream - one standard deviation of the national mean
Passionate - two standard deviations above the national mean
Indifferent - two standard deviations below the national mean
Extreme - three standard deviations from the national mean
46
Erik Wilson
952.445.8604

Motivators - Norms & Comparisons
All of your attitude scores fall within one standard deviation of the national mean. This means that
68% of the population have similar attitudes and feelings on each of the six attitudes. Having all
your scores close to the national mean indicates the following:
You will be seen by others as a team player.
You will be able to relate to a large percentage of our society.
You will have less conflict with other people.
You will have a larger selection of friends and careers than most people.
47
Erik Wilson
952.445.8604

Personal Interests, Attitudes and Values
Your motivation to succeed in anything you do is determined by your underlying
values. You will feel energized and successful at work when your job supports your
personal values. They are listed below from the highest to the lowest.
1. Individualistic/Political - Rewards those who value personal
recognition, freedom, and control over their own destiny and others.
0. . . . 1 . . . . 2 . . . . 3 . . . . 4 . . . . 5 . . . . 6 . . . . 7 . . . . 8 . . . . 9 . . . .10
5.5
4.7*
2. Traditional/Regulatory - Rewards those who value traditions
inherent in social structure, rules, regulations and principles.
0. . . . 1 . . . . 2 . . . . 3 . . . . 4 . . . . 5 . . . . 6 . . . . 7 . . . . 8 . . . . 9 . . . .10
5.3
4.5*
3. Social - Rewards those who value opportunities to be of service to
others and contribute to the progress and well being of society.
0. . . . 1 . . . . 2 . . . . 3 . . . . 4 . . . . 5 . . . . 6 . . . . 7 . . . . 8 . . . . 9 . . . .10
5.0
5.7*
4. Aesthetic - Rewards those who value balance in their lives, creative
self-expression, beauty and nature.
0. . . . 1 . . . . 2 . . . . 3 . . . . 4 . . . . 5 . . . . 6 . . . . 7 . . . . 8 . . . . 9 . . . .10
4.8
3.3*
5. Utilitarian/Economic - Rewards those who value practical
accomplishments, results and rewards for their investments of time,
resources and energy.
0. . . . 1 . . . . 2 . . . . 3 . . . . 4 . . . . 5 . . . . 6 . . . . 7 . . . . 8 . . . . 9 . . . .10
4.7
6.0*
6. Theoretical - Rewards those who value knowledge for knowledge's
sake, continuing education and intellectual growth.
0. . . . 1 . . . . 2 . . . . 3 . . . . 4 . . . . 5 . . . . 6 . . . . 7 . . . . 8 . . . . 9 . . . .10
4.7
5.8*
MI: 40-40-41-42-45-44 (THE.-UTI.-AES.-SOC.-IND.-TRA.)
15 15
20 20
25 25
30 30
35 35
40 40
45 45
50 50
55 55
60 60
65 65
70 70
40 40 41 42 45 44
48
Erik Wilson
952.445.8604

Motivation Insights
®
Graph
12-22-2014
15 15
20 20
25 25
30 30
35 35
40 40
45 45
50 50
55 55
60 60
65 65
70 70
40 40 41 42 45 44Score
national mean
Norm 2014
Rank 6th 5th 4th 3rd 1st 2nd
T: 5:16
49
Erik Wilson
952.445.8604

Motivators Wheel™
12-22-2014
THEORETICAL40
6th
UTILITARIAN
40
5th
INDIVIDUALISTIC
45
1stAESTHETIC
41
4th
SOCIAL
42
3rd
TRADITIONAL
44
2nd
T: 5:16
50
Erik Wilson
952.445.8604

Values Action Plan
This Action Plan is your tool to contribute to the process of self-development and continuous improvement.
As you have reviewed information in this document, please respond to the items below as they relate to
your specific professional environment.
Area 1: The greater or global mission of the team or organization.
In the space below indicate briefly one or two areas of strength that you bring to the greater
mission of the organization at large.
Area 2: An immediate or shorter-term mission, task or purpose of a smaller group of
people with whom you work on day-to-day operations.
In the space below, indicate briefly one or two areas of strength (different from those above), that
you bring to the shorter-term tasks or day-to-day operations.
51
Erik Wilson
952.445.8604

Quality Improvement Action Plan
In the area below, respond briefly as indicated. Base your answers on some of the information
and results presented in this document.
Action Point 1: Things I will keep on doing.
Indicate three things that you are doing very well already, and that you plan to keep on doing.
1.
2.
3.
Action Point 2: Things I will modify or change slightly.
Indicate 2 things that you will modify, adjust, or change slightly in order to increase personal
effectiveness.
1.
2.
Action Point 3: Things I will stop doing, or try to eliminate.
Indicate one thing that you will try to stop doing in order to increase personal effectiveness.
1.
Today's Date: ________________ Date to review with mentor or peer: _______________
52
Erik Wilson
952.445.8604

Team Building Summary of Workplace
Values
Pick the most important item in each category from your report in the topic areas indicated.
Leave a line blank if no primary item emerges to you. This summary sheet is to be used as a
primary point of dialogue between you, your peers, and your manager, provided that all have
copies of their own information. This communication should be a two-way process.
(Remember, these items are related to one's intrinsic drive factors, their 'hidden motivators' not
readily observable. These items are of critical importance to one's long range success. This list
illuminates why we do what we do.)
1. Theoretical _______________________________________________________________
__________________________________________________________________________
2. Utilitarian/Economic ________________________________________________________
__________________________________________________________________________
3. Aesthetic ________________________________________________________________
__________________________________________________________________________
4. Social/Altruistic____________________________________________________________
__________________________________________________________________________
5. Individualistic/Political ______________________________________________________
__________________________________________________________________________
6. Traditional/Regulatory ______________________________________________________
__________________________________________________________________________
1. Theoretical _______________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
3. Aesthetic ________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
53
Erik Wilson
952.445.8604

Values
Keys to Managing and Motivating:
1. Theoretical _______________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
3. Aesthetic ________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
Training, Professional Development and Learning Insights:
1. Theoretical _______________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
3. Aesthetic ________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
54
Erik Wilson
952.445.8604

Values
Continuous Quality Improvement:
1. Theoretical _______________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
3. Aesthetic ________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
Continuous Quality Improvement: (choose two items from any values areas)
1. ________________________________________________________________________
__________________________________________________________________________
2. ________________________________________________________________________
__________________________________________________________________________
55
Erik Wilson
952.445.8604

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