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How Being An Expert Can Stall
        Your Career
       Arizona Technology Council
              May 1, 2012
             Margo Boster
                                       #ImpaQExpert
                                    @ImpaQ_Solutions
#ImpaQExpert
                                               @ImpaQ_Solutions

               ImpaQ Solutions
• Concentrating on the people side of business, we
  work with individuals, teams and organizations to
  help them be better leaders, better employees,
  and better companies.
• Some of our services include:
  –   Executive/leadership coaching
  –   Organizational and team development
  –   Organizational culture and improvement
  –   Strategic management and company growth strategic
      planning

                                                          2
#ImpaQExpert
                                                                    @ImpaQ_Solutions

                            Margo Boster
• CEO & Principal Consultant, ImpaQ Solutions, LLC
• Help organizations and the people within those organizations do
  and be more than they thought possible; more than 25 years of
  professional experience in senior leadership
   – International Coaching Federation credentialed coach
   – Center for Credentialing and Education Board Certified Executive Coach
   – BS in Psychology with emphasis in Organizational Effectiveness, University of
     Maryland
   – Graduate level course work in Public Policy and Administration
   – Georgetown University Certified Leadership Coach
   – PMI Certified Project Management Professional (PMP)
   – HIMSS Certified Professional in Healthcare Information and Management Systems
     (CPHIMSS)


                                                                               3
#ImpaQExpert
                                         @ImpaQ_Solutions

           Today’s Discussion
• Introduction to concept of Adult Stages of
  Development
• Why it matters to you – as an employee,
  employer or manager
• How you can use this information




                                                   4
#ImpaQExpert
                                                     @ImpaQ_Solutions

                 Topics include…
• Characteristics of each stage
• Identify jobs that are most appropriate for different stage
• If I’m a technical person and want to advance in my career,
  what do I need to do?
• If I’ve moved into a management position and am having
  challenges, what may help me be more effective
• The value of businesses having a career management track
  and a technical track
• What companies need to know and do with a technical
  person who wants to rise into management
• Beneficial actions to take when you are responsible for
  hiring and/or developing employees

                                                                5
#ImpaQExpert
                                            @ImpaQ_Solutions

           Action Logic Stages




Conventional Stages    Post-Conventional Stages



                                                      6
#ImpaQExpert
                                     @ImpaQ_Solutions

          Stages Are Not About…
•   Behavioral style (DiSC)
•   Intelligence
•   Personality preferences (MBTI)
•   Job position
•   Socio-economic status




                                               7
#ImpaQExpert
                                                     @ImpaQ_Solutions

               Be Your Self




http://www.youtube.com/watch?v=v3qGX3PNphw&feature=related




                                                               8
#ImpaQExpert
                      @ImpaQ_Solutions

Conventional Stages




  80% - 85%
                                9
#ImpaQExpert

• Avoids overt conflict.@ImpaQ_Solutions


  Wants to belong; obeys
  group norms; rarely rocks
  the boat
• Gain approval and avoid
  disapproval from those
  they regard as significant
• Power comes from
  affiliation
• Important to “save face”
• “Us” and “Them”
                                 10
#ImpaQExpert
                                              @ImpaQ_Solutions

Diplomat / Conformer




   Matthew Perry
  Movie: Mr. Sunshine
 http://www.youtube.com/watch?v=nCmPPEs6wN4



                                                       11
#ImpaQExpert
                        @ImpaQ_Solutions




• Strengths
  – Good as supportive glue
    within an office
  – Helps bring people together
• Appropriate Jobs
  – Sales / Business Development
  – Assistants




                                 12
#ImpaQExpert
                     @ImpaQ_Solutions


• Rules by logic and
  expertise. Seeks rational
  efficiency.
• Believe there is a “Right
  Way”
• Perfectionist standards
• Tendency to micromanage
• Sarcastic humor


                              13
#ImpaQExpert
                                             @ImpaQ_Solutions

            Expert




      Leroy Jethro Gibbs
        TV Series: NCIS
http://www.youtube.com/watch?v=eKBbfNrv4ns


                                                      14
#ImpaQExpert
                          @ImpaQ_Solutions




• Strengths
  – Good as an individual
    contributor
• Appropriate Jobs
  – Project Managers
  – Team Leads
  – Technical Experts
  – Software Developers


                                   15
#ImpaQExpert
                           @ImpaQ_Solutions
• Meets strategic goals.
  Effectively achieves goals
  through teams; juggles
  managerial duties and market
  demands.
• Has more complex and
  integrated understanding of the
  world.
• Open to feedback; appreciates
  ambiguities and conflicts.
• Focused on successful plans and
  outcomes
• Driven to accomplish things
• Believe in the scientific method;
  answers can be found

                                      16
#ImpaQExpert
                                                   @ImpaQ_Solutions

                    Achiever




Steve Jobs, Founder and former CEO Apple
      http://www.youtube.com/watch?v=4SDowINMjfo

                                                            17
#ImpaQExpert
                       @ImpaQ_Solutions




• Strengths
  – Action and goal oriented
  – Get results through teams
• Appropriate Jobs
  – Senior Managers
  – Executives




                                18
#ImpaQExpert
                                            @ImpaQ_Solutions

           Action Logic Stages




Conventional Stages    Post-Conventional Stages



                                                     19
#ImpaQExpert
                                                    @ImpaQ_Solutions

                  Employees Can…

• Be Aware
• Choose where you want to be at this point
   – There is no universal “Right” answer
• Be open to different approaches
   – Recognize that what got you where you are may not get
     you where you want to go
• Awareness  Willingness  Skills
• Determine how you can acquire the skills that are
  going to make you most effective
• Find role models, get a mentor, request a professional
  coach

                                                             20
#ImpaQExpert
                                              @ImpaQ_Solutions


            Employer/ Manager Can..

• Provide opportunity for Diplomats and Experts
• Recognize the transition pains
• Help grow / support your employees
  – Don’t assume they will automatically have the
    skills to transition from one stage to another
    without support
  – Establish a mentor program
  – Engage professional coach

                                                       21
#ImpaQExpert
                                                                 @ImpaQ_Solutions

            Tips for Working With Each Stage
 • Diplomat
      – Help them manage conflict and use positive
        working relationships to support the group
      – Help them begin to create a separate sense of self


 • Expert
      – Help them with time management
      – Teach delegation skills

From “How Stages of Adult Development Influences Leaders and
                                                                          22
Organizations”; Barbara Braham, Ph.D., and Chris Wahl, M.A.Ed.
#ImpaQExpert
                                                                 @ImpaQ_Solutions

            Tips for Working with Each Stage
 • Achiever
      – Help them build emotional intelligence
      – Help them achieve work/life balance




From “How Stages of Adult Development Influences Leaders and
                                                                          23
Organizations”; Barbara Braham, Ph.D., and Chris Wahl, M.A.Ed.
#ImpaQExpert
                                             @ImpaQ_Solutions

   Intention vs Impact




http://www.youtube.com/watch?v=jsdlRiQM75s



                                                      24
#ImpaQExpert
                                   @ImpaQ_Solutions

  For More Information

          Margo Boster
margo.boster@impaq-solutions.com
          480-359-6147

    www.impaq-solutions.com




                                            25
#ImpaQExpert
                                                                       @ImpaQ_Solutions

                          Margo Boster
• Margo has a long history of helping organizations and the people within
  those organizations achieve goals they felt were beyond their reach. With
  more than 25 years of professional experience in senior leadership and
  information management, including more than 10 years in health
  information management, she combines proven, real world experience
  with the education and training to help you thrive.
    – BS in Psychology with emphasis in Organizational Effectiveness
    – Georgetown University Certified Leadership Coach
    – Member of the International Coaching Federation (ICF)
    – Certified in Myers-Briggs Type Indicator (MBTI)
    – PMI Certified Project Management Professional (PMP)
    – HIMSS Certified Professional in Healthcare Information and Management Systems
      (CPHIMSS)
    – Graduate level course work in Public Policy and Administration




                                                                                  26
#ImpaQExpert
                                                                    @ImpaQ_Solutions


                       Mark Boster, PhD
• Mark Boster is an industry leader in both Federal Government and private
  sector. He takes small or under-performing organizations and leads them
  to heights they never thought possible. He brings more than 30 years of
  management experience including 20 years of IT management at all levels
  of the Federal Government and private sector. Dr. Boster is a
  demonstrated leader in building businesses and growing partnerships
  between businesses and government to accomplish mutual goals and
  exceed customer's expectations.
    –   BS from The Ohio State University
    –   M.S. and PhD from the University of Arizona
    –   Senior Executive Fellow at Harvard University
    –   Federal 100 Industry Award Recipient




                                                                             27
#ImpaQExpert
                           @ImpaQ_Solutions

Post Conventional Stages




           16%
                                    28
#ImpaQExpert
                                          @ImpaQ_Solutions


     Pluralist/Individualist/Catalyst
• Interweaves competing personal and
  company action logics. Creates unique
  structures to resolve gaps between strategy
  and performance.
• May be irritated by the drive of the Achiever
• Likes the process of discovery
• Sees things from different perspectives
• 5% - 10%

                                                   29
#ImpaQExpert
                                              @ImpaQ_Solutions

Pluralist/Individualist/Catalyst




 http://www.youtube.com/watch?v=9bJBeCI0e3U

                                                       30
#ImpaQExpert
                                                @ImpaQ_Solutions

     Pluralist/Individualist/Catalyst
• Strengths
  – Effective in venture and consulting roles
• Appropriate Jobs
  – Change Agents




                                                         31
#ImpaQExpert
                                                                 @ImpaQ_Solutions

           Tips for Working With Each Stage
 • Pluralist
      – Help them deepen inquiry skills
      – Support self exploration and development (who
        am I)
 • Strategist
      – Help them manage polarities
      – Be a thinking partner (and stay out of the way!)


From “How Stages of Adult Development Influences Leaders and
                                                                          32
Organizations”; Barbara Braham, Ph.D., and Chris Wahl, M.A.Ed.
#ImpaQExpert
                                             @ImpaQ_Solutions

         Co-Creator / Strategist
• Generates organizational and personal
  transformations. Exercises the power of mutual
  inquiry, vigilance, and vulnerability for both the
  short and long term.
• Meet people where they are
• Committed to personal development, self-
  actualization
• Strengths: Effective as transformational leader.
• 4%

                                                       33
#ImpaQExpert
                                             @ImpaQ_Solutions

Co-Creator/Strategist




http://www.youtube.com/watch?v=ne6tB2KiZuk



                                                      34
#ImpaQExpert
                                        @ImpaQ_Solutions

          Alchemist/Synergist
• Generates social transformations. Integrates
  material, spiritual, and societal
  transformation.
• Strengths: Good at leading society-wide
  transformations.
• 1%



                                                 35
#ImpaQExpert
                                             @ImpaQ_Solutions

 Alchemist / Synergist




http://www.youtube.com/watch?v=elBx5lbnCe0



                                                      36

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How Being An Expert Can Stall Your Career - Stages of Adult Development

  • 1. How Being An Expert Can Stall Your Career Arizona Technology Council May 1, 2012 Margo Boster #ImpaQExpert @ImpaQ_Solutions
  • 2. #ImpaQExpert @ImpaQ_Solutions ImpaQ Solutions • Concentrating on the people side of business, we work with individuals, teams and organizations to help them be better leaders, better employees, and better companies. • Some of our services include: – Executive/leadership coaching – Organizational and team development – Organizational culture and improvement – Strategic management and company growth strategic planning 2
  • 3. #ImpaQExpert @ImpaQ_Solutions Margo Boster • CEO & Principal Consultant, ImpaQ Solutions, LLC • Help organizations and the people within those organizations do and be more than they thought possible; more than 25 years of professional experience in senior leadership – International Coaching Federation credentialed coach – Center for Credentialing and Education Board Certified Executive Coach – BS in Psychology with emphasis in Organizational Effectiveness, University of Maryland – Graduate level course work in Public Policy and Administration – Georgetown University Certified Leadership Coach – PMI Certified Project Management Professional (PMP) – HIMSS Certified Professional in Healthcare Information and Management Systems (CPHIMSS) 3
  • 4. #ImpaQExpert @ImpaQ_Solutions Today’s Discussion • Introduction to concept of Adult Stages of Development • Why it matters to you – as an employee, employer or manager • How you can use this information 4
  • 5. #ImpaQExpert @ImpaQ_Solutions Topics include… • Characteristics of each stage • Identify jobs that are most appropriate for different stage • If I’m a technical person and want to advance in my career, what do I need to do? • If I’ve moved into a management position and am having challenges, what may help me be more effective • The value of businesses having a career management track and a technical track • What companies need to know and do with a technical person who wants to rise into management • Beneficial actions to take when you are responsible for hiring and/or developing employees 5
  • 6. #ImpaQExpert @ImpaQ_Solutions Action Logic Stages Conventional Stages Post-Conventional Stages 6
  • 7. #ImpaQExpert @ImpaQ_Solutions Stages Are Not About… • Behavioral style (DiSC) • Intelligence • Personality preferences (MBTI) • Job position • Socio-economic status 7
  • 8. #ImpaQExpert @ImpaQ_Solutions Be Your Self http://www.youtube.com/watch?v=v3qGX3PNphw&feature=related 8
  • 9. #ImpaQExpert @ImpaQ_Solutions Conventional Stages 80% - 85% 9
  • 10. #ImpaQExpert • Avoids overt conflict.@ImpaQ_Solutions Wants to belong; obeys group norms; rarely rocks the boat • Gain approval and avoid disapproval from those they regard as significant • Power comes from affiliation • Important to “save face” • “Us” and “Them” 10
  • 11. #ImpaQExpert @ImpaQ_Solutions Diplomat / Conformer Matthew Perry Movie: Mr. Sunshine http://www.youtube.com/watch?v=nCmPPEs6wN4 11
  • 12. #ImpaQExpert @ImpaQ_Solutions • Strengths – Good as supportive glue within an office – Helps bring people together • Appropriate Jobs – Sales / Business Development – Assistants 12
  • 13. #ImpaQExpert @ImpaQ_Solutions • Rules by logic and expertise. Seeks rational efficiency. • Believe there is a “Right Way” • Perfectionist standards • Tendency to micromanage • Sarcastic humor 13
  • 14. #ImpaQExpert @ImpaQ_Solutions Expert Leroy Jethro Gibbs TV Series: NCIS http://www.youtube.com/watch?v=eKBbfNrv4ns 14
  • 15. #ImpaQExpert @ImpaQ_Solutions • Strengths – Good as an individual contributor • Appropriate Jobs – Project Managers – Team Leads – Technical Experts – Software Developers 15
  • 16. #ImpaQExpert @ImpaQ_Solutions • Meets strategic goals. Effectively achieves goals through teams; juggles managerial duties and market demands. • Has more complex and integrated understanding of the world. • Open to feedback; appreciates ambiguities and conflicts. • Focused on successful plans and outcomes • Driven to accomplish things • Believe in the scientific method; answers can be found 16
  • 17. #ImpaQExpert @ImpaQ_Solutions Achiever Steve Jobs, Founder and former CEO Apple http://www.youtube.com/watch?v=4SDowINMjfo 17
  • 18. #ImpaQExpert @ImpaQ_Solutions • Strengths – Action and goal oriented – Get results through teams • Appropriate Jobs – Senior Managers – Executives 18
  • 19. #ImpaQExpert @ImpaQ_Solutions Action Logic Stages Conventional Stages Post-Conventional Stages 19
  • 20. #ImpaQExpert @ImpaQ_Solutions Employees Can… • Be Aware • Choose where you want to be at this point – There is no universal “Right” answer • Be open to different approaches – Recognize that what got you where you are may not get you where you want to go • Awareness  Willingness  Skills • Determine how you can acquire the skills that are going to make you most effective • Find role models, get a mentor, request a professional coach 20
  • 21. #ImpaQExpert @ImpaQ_Solutions Employer/ Manager Can.. • Provide opportunity for Diplomats and Experts • Recognize the transition pains • Help grow / support your employees – Don’t assume they will automatically have the skills to transition from one stage to another without support – Establish a mentor program – Engage professional coach 21
  • 22. #ImpaQExpert @ImpaQ_Solutions Tips for Working With Each Stage • Diplomat – Help them manage conflict and use positive working relationships to support the group – Help them begin to create a separate sense of self • Expert – Help them with time management – Teach delegation skills From “How Stages of Adult Development Influences Leaders and 22 Organizations”; Barbara Braham, Ph.D., and Chris Wahl, M.A.Ed.
  • 23. #ImpaQExpert @ImpaQ_Solutions Tips for Working with Each Stage • Achiever – Help them build emotional intelligence – Help them achieve work/life balance From “How Stages of Adult Development Influences Leaders and 23 Organizations”; Barbara Braham, Ph.D., and Chris Wahl, M.A.Ed.
  • 24. #ImpaQExpert @ImpaQ_Solutions Intention vs Impact http://www.youtube.com/watch?v=jsdlRiQM75s 24
  • 25. #ImpaQExpert @ImpaQ_Solutions For More Information Margo Boster margo.boster@impaq-solutions.com 480-359-6147 www.impaq-solutions.com 25
  • 26. #ImpaQExpert @ImpaQ_Solutions Margo Boster • Margo has a long history of helping organizations and the people within those organizations achieve goals they felt were beyond their reach. With more than 25 years of professional experience in senior leadership and information management, including more than 10 years in health information management, she combines proven, real world experience with the education and training to help you thrive. – BS in Psychology with emphasis in Organizational Effectiveness – Georgetown University Certified Leadership Coach – Member of the International Coaching Federation (ICF) – Certified in Myers-Briggs Type Indicator (MBTI) – PMI Certified Project Management Professional (PMP) – HIMSS Certified Professional in Healthcare Information and Management Systems (CPHIMSS) – Graduate level course work in Public Policy and Administration 26
  • 27. #ImpaQExpert @ImpaQ_Solutions Mark Boster, PhD • Mark Boster is an industry leader in both Federal Government and private sector. He takes small or under-performing organizations and leads them to heights they never thought possible. He brings more than 30 years of management experience including 20 years of IT management at all levels of the Federal Government and private sector. Dr. Boster is a demonstrated leader in building businesses and growing partnerships between businesses and government to accomplish mutual goals and exceed customer's expectations. – BS from The Ohio State University – M.S. and PhD from the University of Arizona – Senior Executive Fellow at Harvard University – Federal 100 Industry Award Recipient 27
  • 28. #ImpaQExpert @ImpaQ_Solutions Post Conventional Stages 16% 28
  • 29. #ImpaQExpert @ImpaQ_Solutions Pluralist/Individualist/Catalyst • Interweaves competing personal and company action logics. Creates unique structures to resolve gaps between strategy and performance. • May be irritated by the drive of the Achiever • Likes the process of discovery • Sees things from different perspectives • 5% - 10% 29
  • 30. #ImpaQExpert @ImpaQ_Solutions Pluralist/Individualist/Catalyst http://www.youtube.com/watch?v=9bJBeCI0e3U 30
  • 31. #ImpaQExpert @ImpaQ_Solutions Pluralist/Individualist/Catalyst • Strengths – Effective in venture and consulting roles • Appropriate Jobs – Change Agents 31
  • 32. #ImpaQExpert @ImpaQ_Solutions Tips for Working With Each Stage • Pluralist – Help them deepen inquiry skills – Support self exploration and development (who am I) • Strategist – Help them manage polarities – Be a thinking partner (and stay out of the way!) From “How Stages of Adult Development Influences Leaders and 32 Organizations”; Barbara Braham, Ph.D., and Chris Wahl, M.A.Ed.
  • 33. #ImpaQExpert @ImpaQ_Solutions Co-Creator / Strategist • Generates organizational and personal transformations. Exercises the power of mutual inquiry, vigilance, and vulnerability for both the short and long term. • Meet people where they are • Committed to personal development, self- actualization • Strengths: Effective as transformational leader. • 4% 33
  • 34. #ImpaQExpert @ImpaQ_Solutions Co-Creator/Strategist http://www.youtube.com/watch?v=ne6tB2KiZuk 34
  • 35. #ImpaQExpert @ImpaQ_Solutions Alchemist/Synergist • Generates social transformations. Integrates material, spiritual, and societal transformation. • Strengths: Good at leading society-wide transformations. • 1% 35
  • 36. #ImpaQExpert @ImpaQ_Solutions Alchemist / Synergist http://www.youtube.com/watch?v=elBx5lbnCe0 36