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Inside Look: Developing Teams
with the IDI Team Report
Tricia Naddaff, President, MRG
Anne DeFrancesco, President, DeFrancesco Consulting
Type a question here.
Click the red arrow to
expand the Control
Panel.
Host
Lucy Sullivan
Head of Marketing, MRG
Management Research Group is a global leader in designing assessments
that foster a deep self-awareness and impact people in profound and meaningful
ways with solutions for Leadership and Personal Development, Sales and
Service.
MRG assessments give you the tools to support unique leaders as they chart
their personal paths to success and fulfillment.
Tricia Naddaff
President
MRG
Our Presenters
Tricia has been consulting to individuals,
teams and organizations for over 30 years and
her experience includes coaching, product
design, research, and business development.
Tricia works extensively with MRG’s
worldwide network of consultants and clients,
providing thought leadership and coaching to
assist in their development work with both
individuals and organizations.
She has been a speaker for Tedx Dirigo, is a
contributing author to the book Enlightened
Power: How Women Are Transforming the
Practice of Leadership, and is a contributor to
Global Coaching Perspectives: the
Association for Coaching Magazine (UK).
Anne DeFrancesco
President
DeFrancesco Consulting
Anne has over 25 years of experience as a
corporate executive, leadership consultant
and executive coach.
Anne works nationally and internationally
with a wide range of industries including
Financial Services, Pharmaceutical,
Manufacturing, Retail and Technology.
Her clients include: Blue Cross Blue Shield
MA, Brooks Automation, Capital District
Physician’s Health Plan, Ernst & Young LLP,
Federal Reserve Banks, Harvard Medical
School, Hunt Alternatives Fund, Lennox
International, Medtronic, Philips, SwissRe,
Novartis, UCB Pharma, U.S. Bureau of Labor
Statistics, TJX Companies, and others.
Agenda
1. Creating the Report
– The Why & How
2. Inside the New Report
– Features & Benefits
3. The Report in Action
– A Case Study with Anne DeFrancesco
4. Next Steps
– Start incorporating the IDI Team
Development Report in your work
Poll:
About how much of your work is
focused on team development?
A.Less than 10%
B.10%-25%
C.25%-75%
D.75% or more
[Footer text to come] Page No 7
Creating the
Report
How and why the IDI Team
Report came to be
Individual
Directions
Inventory
(IDI)
10 Projects
With teams ranging
from 3-15 people
8 Facilitators
5 Countries
[Footer text to come] Page No 11
Inside the Tool
Find out what makes the IDI
Team Development Report so
different
Team Motivation and Biases
Team Profile
Interpretive Text
Potential Team Biases
Communication
Trust
Change
Risk
Pace
Resilience
Conflict
Performance
Choose up to 8 out of 20 themes such as:
[Footer text to come] Page No 26
Facilitator
Materials
Supporting an engagement-
ready solution
Suggested
Agendas
Outlines to help
you facilitate
effective full-day or
half-day
engagements.
Team
Composite
How do we take
advantage of high
drivers?
How do we account
for things that are
missing?
Affiliating
Giving: Gaining satisfaction from relating to others by providing
them with support, affection and empathy
Receiving: Gaining satisfaction from relating to others in order
to receive support, affection and empathy from them
Belonging: Gaining satisfaction from relating to others by
developing mutual bonds of loyalty, cooperation and friendship
Expressing: Gaining satisfaction from relating to others by
expressing oneself in a direct, spontaneous and emotionally
uninhibited manner
Attracting
Gaining Stature: Gaining satisfaction from obtaining social
rewards such as recognition, status and respect as the result of
social skills, achievements and/or activities
Entertaining: Gaining satisfaction from obtaining social rewards
such as admiration and visibility by using personal charisma and
talent to enliven situations and entertain people
Perceiving
Creating: Gaining satisfaction from being imaginative and original
and perceiving one’s world in an innovative and creative manner
Interpreting: Gaining satisfaction from seeking intellectual
stimulation and perceiving one’s world in a logical, analytical and non-
emotional manner
Mastering
Excelling: Gaining satisfaction from challenging oneself and pushing
for ever-higher levels of achievement
Enduring: Gaining satisfaction from demonstrating persistence,
determination and tenacity
Structuring: Gaining satisfaction from controlling one’s environment
through the use of organization, precision and thoroughness
Challenging
Maneuvering: Gaining satisfaction from actively seeking and pursuing
opportunities in the environment and turning them to one’s advantage
Winning: Gaining satisfaction from acting in a forceful, aggressive and
directly competitive manner in order to win
Controlling: Gaining satisfaction from being in charge, having power
and authority, influencing and controlling people and events
Maintaining
Stability: Gaining satisfaction from minimizing risk by maintaining a
predictable, safe and consistent environment
Independence: Gaining satisfaction from being self-reliant and staying
free of external controls on personal autonomy
Irreproachability: Gaining satisfaction from ascribing to and striving
towards ideal behavior and a personal code which places one beyond
reproach
Informational Needs
How much/how
often?
Big picture/why?
How much time?
How detailed?
How focused on
results?
Team
Exercises
Instructions for
relevant ice
breakers and
conversation
starters to
stimulate team
communication.
Facilitator
FAQs
Helpful insights
based on real-
world experience
using the IDI Team
Development
Report.
And more…
Visit the Resource
Center for
research,
webinars, and
more.
Summary of the IDI Team Report Content
Personal Motivation and Biases
Individual Profile
Interpretive Text
Potential Biases
Team Motivation and Biases
Team Profile
Interpretive Text
Potential Team Biases
Team IDI Themes (up to 8 out of 20)
Theme Definition
IDI Dimensions
Processing Questions
Coaching Suggestions
Theme level Action Planning
Overall Action Planning
Team Action Plan
Individual Action Plan
Questions & Comments
[Footer text to come] Page No 36
The IDI Team
Development
Report in Action
A case study with Anne
DeFrancesco
Leadership
Team
Development
Client
• L.L. Bean
• Customer Technology (CT)
Leadership Team
The Challenge
• To successfully transition to a
unique 3 person leadership model.
• To fortify interpersonal
relationships; clarify expectations;
and adopt a unified approach to
organizing work, solving problems
and making decisions together.
Leadership
Team
Development
Teamwork…
The state achieved by a group of people
working together who trust one another,
engage in healthy conflict, commit to
decisions, hold one another accountable,
and focus on collective results.
-Patrick Lencioni, author
Begins with…
Knowing yourself. Know your
preferences (MBTI™) and know what
makes you tick (IDI).
This team…
Used the MBTI™, received 1:1 IDI
Coaching and completed an IDI group
exercise, What makes you tick.
Introducing
the IDI Team
Development
Report • There’s no glory in your profile
• Bias is not a four letter word
• Six themes uniquely relevant to
the team
– Informational Needs
– Interpersonal Sensitivities
– Conflict
– Change
– Collaboration
– Power
Here’s how it
went. Personal insights deepened.
“Using the team report felt like I was reading about
myself for the first time.”
The composite was a
reference, not a distraction.
“The levelling of energy narrative (more, wider
variation, less) added to my understanding of the IDI
in general and this team in particular.”
“I looked at ‘us’ from a whole new perspective, with
greater appreciation for our differences.”
Here’s how it
went. “Talking about bias built
trust.”
“Potential Team Bias section really brought out lots of
good insights. We talked about our team mission,
purpose, our misperceptions, how we lead and how
our drivers may actually hinder our desired
outcomes.”
Less time reading dots and
more time in team dialogue.
“We grew a lot in that short period. We aren’t perfect,
but I see us all trying hard to succeed as a team.”
One theme caught their
attention and energy.
Change
Theme
• Where are we more open to change and
where do we need to be more resistant
to change?
• Maybe we’re too willing to accept and
introduce change. Maybe we should
check ourselves and do more testing and
proving; one step at a time versus
changing it all.
• Lack of clarity around our mission
limits openness to change.
Team Action
Planning
“The numbers (i.e. post team development survey
results) are certainly reflective of how I feel we grew
during this period. However, I feel the learnings
are not easily quantifiable. To paraphrase a line
from a song that I love:
‘You don’t really see the impact of one raindrop
on a river, but it’s now a different river.’
I feel my learnings from our experience subtly
find their way into my working relationships
every day!”
Questions & Comments
[Footer text to come] Page No 47
Next Steps
Making the IDI Team
Development Report part of your
work
Get Certified in the IDI
Individual Directions Inventory™ with
Personal Directions
Online class starting August 7, 2018
Individual Directions Inventory™
Live class in Portland, Maine on August 16, 2018
Individual Directions Inventory™
Live class in Chicago on September 26, 2018
Individual Directions Inventory™ with
Personal Directions
Online class starting October 16, 2018
Individual Directions Inventory™
Online class starting November 8, 2018
Registration for all classes at
MRG.com/calendar
Need an alternate schedule? Let’s talk.
clientservices@mrg.com | +1.207.775.2173 | +353.1.280.4430
Order the IDI Team Development Report
Already certified in the
Individual Directions Inventory™?
The new report is available for order in
Quest.
Need help? Let’s talk.
clientservices@mrg.com | +1.207.775.2173 | +353.1.280.4430
Keep exploring the IDI Team Development
Report
Need anything? Let’s talk.
clientservices@mrg.com | +1.207.775.2173 | +353.1.280.4430
Questions & Comments
[Footer text to come] Page No 52
Thank you for joining us.
Stay in touch.
research@mrg.com | mrg.com/research

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Inside Look: Developing Teams with the IDI Team Report

  • 1. Inside Look: Developing Teams with the IDI Team Report Tricia Naddaff, President, MRG Anne DeFrancesco, President, DeFrancesco Consulting
  • 2. Type a question here. Click the red arrow to expand the Control Panel. Host Lucy Sullivan Head of Marketing, MRG
  • 3. Management Research Group is a global leader in designing assessments that foster a deep self-awareness and impact people in profound and meaningful ways with solutions for Leadership and Personal Development, Sales and Service. MRG assessments give you the tools to support unique leaders as they chart their personal paths to success and fulfillment.
  • 4. Tricia Naddaff President MRG Our Presenters Tricia has been consulting to individuals, teams and organizations for over 30 years and her experience includes coaching, product design, research, and business development. Tricia works extensively with MRG’s worldwide network of consultants and clients, providing thought leadership and coaching to assist in their development work with both individuals and organizations. She has been a speaker for Tedx Dirigo, is a contributing author to the book Enlightened Power: How Women Are Transforming the Practice of Leadership, and is a contributor to Global Coaching Perspectives: the Association for Coaching Magazine (UK). Anne DeFrancesco President DeFrancesco Consulting Anne has over 25 years of experience as a corporate executive, leadership consultant and executive coach. Anne works nationally and internationally with a wide range of industries including Financial Services, Pharmaceutical, Manufacturing, Retail and Technology. Her clients include: Blue Cross Blue Shield MA, Brooks Automation, Capital District Physician’s Health Plan, Ernst & Young LLP, Federal Reserve Banks, Harvard Medical School, Hunt Alternatives Fund, Lennox International, Medtronic, Philips, SwissRe, Novartis, UCB Pharma, U.S. Bureau of Labor Statistics, TJX Companies, and others.
  • 5. Agenda 1. Creating the Report – The Why & How 2. Inside the New Report – Features & Benefits 3. The Report in Action – A Case Study with Anne DeFrancesco 4. Next Steps – Start incorporating the IDI Team Development Report in your work
  • 6. Poll: About how much of your work is focused on team development? A.Less than 10% B.10%-25% C.25%-75% D.75% or more
  • 7. [Footer text to come] Page No 7 Creating the Report How and why the IDI Team Report came to be
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  • 10. 10 Projects With teams ranging from 3-15 people 8 Facilitators 5 Countries
  • 11. [Footer text to come] Page No 11 Inside the Tool Find out what makes the IDI Team Development Report so different
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  • 18. Team Motivation and Biases Team Profile Interpretive Text Potential Team Biases
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  • 26. [Footer text to come] Page No 26 Facilitator Materials Supporting an engagement- ready solution
  • 27. Suggested Agendas Outlines to help you facilitate effective full-day or half-day engagements.
  • 28. Team Composite How do we take advantage of high drivers? How do we account for things that are missing?
  • 29. Affiliating Giving: Gaining satisfaction from relating to others by providing them with support, affection and empathy Receiving: Gaining satisfaction from relating to others in order to receive support, affection and empathy from them Belonging: Gaining satisfaction from relating to others by developing mutual bonds of loyalty, cooperation and friendship Expressing: Gaining satisfaction from relating to others by expressing oneself in a direct, spontaneous and emotionally uninhibited manner Attracting Gaining Stature: Gaining satisfaction from obtaining social rewards such as recognition, status and respect as the result of social skills, achievements and/or activities Entertaining: Gaining satisfaction from obtaining social rewards such as admiration and visibility by using personal charisma and talent to enliven situations and entertain people Perceiving Creating: Gaining satisfaction from being imaginative and original and perceiving one’s world in an innovative and creative manner Interpreting: Gaining satisfaction from seeking intellectual stimulation and perceiving one’s world in a logical, analytical and non- emotional manner Mastering Excelling: Gaining satisfaction from challenging oneself and pushing for ever-higher levels of achievement Enduring: Gaining satisfaction from demonstrating persistence, determination and tenacity Structuring: Gaining satisfaction from controlling one’s environment through the use of organization, precision and thoroughness Challenging Maneuvering: Gaining satisfaction from actively seeking and pursuing opportunities in the environment and turning them to one’s advantage Winning: Gaining satisfaction from acting in a forceful, aggressive and directly competitive manner in order to win Controlling: Gaining satisfaction from being in charge, having power and authority, influencing and controlling people and events Maintaining Stability: Gaining satisfaction from minimizing risk by maintaining a predictable, safe and consistent environment Independence: Gaining satisfaction from being self-reliant and staying free of external controls on personal autonomy Irreproachability: Gaining satisfaction from ascribing to and striving towards ideal behavior and a personal code which places one beyond reproach
  • 30. Informational Needs How much/how often? Big picture/why? How much time? How detailed? How focused on results?
  • 31. Team Exercises Instructions for relevant ice breakers and conversation starters to stimulate team communication.
  • 32. Facilitator FAQs Helpful insights based on real- world experience using the IDI Team Development Report.
  • 33. And more… Visit the Resource Center for research, webinars, and more.
  • 34. Summary of the IDI Team Report Content Personal Motivation and Biases Individual Profile Interpretive Text Potential Biases Team Motivation and Biases Team Profile Interpretive Text Potential Team Biases Team IDI Themes (up to 8 out of 20) Theme Definition IDI Dimensions Processing Questions Coaching Suggestions Theme level Action Planning Overall Action Planning Team Action Plan Individual Action Plan
  • 36. [Footer text to come] Page No 36 The IDI Team Development Report in Action A case study with Anne DeFrancesco
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  • 38. Leadership Team Development Client • L.L. Bean • Customer Technology (CT) Leadership Team The Challenge • To successfully transition to a unique 3 person leadership model. • To fortify interpersonal relationships; clarify expectations; and adopt a unified approach to organizing work, solving problems and making decisions together.
  • 39. Leadership Team Development Teamwork… The state achieved by a group of people working together who trust one another, engage in healthy conflict, commit to decisions, hold one another accountable, and focus on collective results. -Patrick Lencioni, author Begins with… Knowing yourself. Know your preferences (MBTI™) and know what makes you tick (IDI). This team… Used the MBTI™, received 1:1 IDI Coaching and completed an IDI group exercise, What makes you tick.
  • 40. Introducing the IDI Team Development Report • There’s no glory in your profile • Bias is not a four letter word • Six themes uniquely relevant to the team – Informational Needs – Interpersonal Sensitivities – Conflict – Change – Collaboration – Power
  • 41. Here’s how it went. Personal insights deepened. “Using the team report felt like I was reading about myself for the first time.” The composite was a reference, not a distraction. “The levelling of energy narrative (more, wider variation, less) added to my understanding of the IDI in general and this team in particular.” “I looked at ‘us’ from a whole new perspective, with greater appreciation for our differences.”
  • 42. Here’s how it went. “Talking about bias built trust.” “Potential Team Bias section really brought out lots of good insights. We talked about our team mission, purpose, our misperceptions, how we lead and how our drivers may actually hinder our desired outcomes.” Less time reading dots and more time in team dialogue. “We grew a lot in that short period. We aren’t perfect, but I see us all trying hard to succeed as a team.” One theme caught their attention and energy.
  • 43. Change Theme • Where are we more open to change and where do we need to be more resistant to change? • Maybe we’re too willing to accept and introduce change. Maybe we should check ourselves and do more testing and proving; one step at a time versus changing it all. • Lack of clarity around our mission limits openness to change.
  • 45. “The numbers (i.e. post team development survey results) are certainly reflective of how I feel we grew during this period. However, I feel the learnings are not easily quantifiable. To paraphrase a line from a song that I love: ‘You don’t really see the impact of one raindrop on a river, but it’s now a different river.’ I feel my learnings from our experience subtly find their way into my working relationships every day!”
  • 47. [Footer text to come] Page No 47 Next Steps Making the IDI Team Development Report part of your work
  • 48. Get Certified in the IDI Individual Directions Inventory™ with Personal Directions Online class starting August 7, 2018 Individual Directions Inventory™ Live class in Portland, Maine on August 16, 2018 Individual Directions Inventory™ Live class in Chicago on September 26, 2018 Individual Directions Inventory™ with Personal Directions Online class starting October 16, 2018 Individual Directions Inventory™ Online class starting November 8, 2018 Registration for all classes at MRG.com/calendar Need an alternate schedule? Let’s talk. clientservices@mrg.com | +1.207.775.2173 | +353.1.280.4430
  • 49. Order the IDI Team Development Report Already certified in the Individual Directions Inventory™? The new report is available for order in Quest. Need help? Let’s talk. clientservices@mrg.com | +1.207.775.2173 | +353.1.280.4430
  • 50. Keep exploring the IDI Team Development Report Need anything? Let’s talk. clientservices@mrg.com | +1.207.775.2173 | +353.1.280.4430
  • 52. [Footer text to come] Page No 52 Thank you for joining us. Stay in touch. research@mrg.com | mrg.com/research