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Introduction to Situational 
Leadership 
Louis Rowitz, PhD 
Director 
Illinois Institute for 
Maternal and Child
What is Leadership? 
Illinois Institute for 
Maternal and Child
WHO IS THE GREATEST 
LIVING LEADER? 
Illinois Institute for 
Maternal and Child
S o c i a l J u s t i c e 
H u m a n S e r v i c e s P r i v a t e S e c t o r M C O P u b l i c H e a l t h 
Illinois Institute for 
Maternal and Child
Fruits of Success 
Exercise 
Illinois Institute for 
Maternal and Child
What we believe about ourselves can 
hold us hostage… the thing that 
amazed me is that a belief is more than 
just an idea—it seems to shift the way 
we actually experience ourselves and 
our lives. According to Talmudic 
teaching ‘We do not see things as they 
are. We see them as we are.’ 
(Remen, 1996) 
Illinois Institute for 
Maternal and Child
ONLY THOSE WHO RISK 
GOING TOO FAR CAN POSSIBLY 
FIND OUT HOW FAR ONE CAN GO. 
T.S. ELIOT 
Illinois Institute for 
Maternal and Child
LEADERSHIP IS THE PROCESS OR 
EXAMPLE BY WHICH AN INDIVIDUAL (OR 
LEADERSHIP TEAM) INDUCES A GROUP TO 
PURSUE OBJECTIVES HELD BY THE 
LEADER OR SHARED BY THE LEADER AND 
HIS OR HER FOLLOWERS. 
(GARDNER, 1990) 
Illinois Institute for 
Maternal and Child
The Tasks of Leadership 
(Gardner, 1990) 
1. Envisioning Goals 
2. Affirming Values 
3. Motivation 
4. Managing 
5. Achieving workable vision 
6. Explaining 
7. Serving as a symbol 
8. Representing the group 
9. Renewing 
Illinois Institute for 
Maternal and Child
Leadership’s Guiding Principles 
(Murphy, 1996) 
1. BE AN ACHIEVER 
2. BE PRAGMATIC 
3. PRACTICE STRATEGIC HUMILITY 
4. BE [COMMUNITY]-FOCUSED 
5. BE COMMITTED 
6. LEARN TO BE AN OPTIMIST 
7. ACCEPT RESPONSIBILITY 
Illinois Institute for 
Maternal and Child
The New Leadership Competencies 
(Scholtes, 1998) 
1. The ability to think in terms of systems and knowing 
how to lead systems 
2. The ability to understand the variability of work in 
planning and problem solving 
3. Understanding how we learn, develop, and 
improve, and leading to true learning and 
improvement. 
4. Understanding people and why they behave as 
Illinois Institute for 
Maternal and Child 
they do. 
5. Understanding the interdependence and interaction 
between systems, variation, learning, and human 
behavior. Knowing how each affects the others. 
6. Giving vision, meaning, direction and focus to an 
organization.
WHATEVER THEIR JOB IS, 
PEOPLE SEE THEIR ROLE AS NOT 
JUST DOING THINGS THE WAY 
THEY’RE DESIGNED TODAY, BUT TO 
FIGURE OUT THE WAY THEY OUGHT 
TO BE DONE TOMORROW. 
(KOTTER, 1997) 
Illinois Institute for 
Maternal and Child
Comparison of the Characteristics and 
Responsibilities of Practitioners, 
Managers, and Leaders 
Practitioners Managers Leaders 
The practitioners 
implements 
The manager administers The leader innovates 
The practitioner follows The manager is a copy The leader is an original 
Illinois Institute for 
Maternal and Child 
The practitioner 
synthesizes 
The manager maintains The leader develops 
The practitioner focuses 
on programs and services 
The manager focuses on 
systems and structures 
The leader focuses on 
people 
The practitioner relies on 
compliance and behavior 
chance 
The manager relies on 
control 
The leader inspires trust
Continued…. 
Illinois Institute for 
Maternal and Child 
The Practitioner has a 
narrow view 
The manager has a 
short-range view 
The leader has a long-range 
view 
The practitioner asks who 
and where 
The manager asks 
how and when 
The leader asks what 
and why 
The practitioner’s eye is on 
the client and the 
community 
The manager’s eye is 
always on the bottom 
line 
The leader’s eye is on 
the horizon 
The practitioner separates 
programs from services 
The manager 
imitates 
The leader originates 
The practitioner protects 
the status quo 
The manager 
accepts the status 
quo 
The leader challenges 
the status quo
Continued…. 
Illinois Institute for 
Maternal and Child 
The practitioner is in 
the infantry 
The manager is the 
classic good soldier 
The leaders is his or 
her own person 
The practitioner is a 
conflicted pessimist 
The manager is a 
pessimist 
The leader is an 
optimist 
The practitioner is a 
reflective thinker 
The manager is a 
linear thinker 
The leader is a 
systems thinker 
The practitioner 
follows the agency 
agenda 
The manager does 
things right 
The leader does the 
right things
LEADERSHIP IS MORE THAN 
DISGUISED MANAGEMENT. 
(ROWITZ, 1997) 
Illinois Institute for 
Maternal and Child
THERE IS INCREASING EVIDENCE 
THAT WOMEN ARE DOING BETTER AT 
ADAPTING TO NEW CHALLENGES IN THE 
WORLD OF WORK. IF MORE ARE BEING 
HIRED AND PROMOTED, IT IS NOT JUST TO 
MEET AFFIRMATIVE ACTION GOALS OR 
AVOID DISCRIMINATION SUITS. 
INCREASING INSTATNCES, THEY SURPASS 
MEN IN THE ATTITUDES AND ABILITIES 
THAT EMPLOYERS LOOK FOR… 
(HACKER, TIME MAGAZINE, JAN. 29, 1996) 
Illinois Institute for 
Maternal and Child
SITUATIONAL LEADERSIP 
INDIVIDUALS CAN ADAPT 
THEIR LEADERSHIP STYLE TO 
VARYING SITUATIONS IN 
APPROPRIATE MANNERS 
Illinois Institute for 
Maternal and Child
Illinois Institute for 
Maternal and Child
Leadership Behavior Analysis II-Self 
Three Components 
• Style Flexibility 
• Leadership Styles 
• Style Effectiveness 
Illinois Institute for 
Maternal and Child
Strategic Leadership 
Worksheet 
Illinois Institute for 
Maternal and Child
A Summary of Oncken’s Four Rules of 
Monkey Management 
 Rule 1. Describe the Monkey: The dialogue must not end until 
appropriate “next moves” have been identified and specified. 
 Rule 2. Assign the Monkey: All monkeys shall be owned and handled 
at the lowest organizational level consistent with their welfare. 
 Rule 3. Insure the Monkey: Every monkey leaving your presence on 
the back of one of your people must be covered by one of two 
insurance policies: 
1. Recommend, Then Act 
2. Act, Then Advise 
 Rule 4. Check on the Monkey: Proper follow-up means healthier 
monkeys. Every monkey should have a checkup appointment. 
Illinois Institute for 
Maternal and Child
Illinois Institute for 
Maternal and Child

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Introduction to situational leadership

  • 1. Introduction to Situational Leadership Louis Rowitz, PhD Director Illinois Institute for Maternal and Child
  • 2. What is Leadership? Illinois Institute for Maternal and Child
  • 3. WHO IS THE GREATEST LIVING LEADER? Illinois Institute for Maternal and Child
  • 4. S o c i a l J u s t i c e H u m a n S e r v i c e s P r i v a t e S e c t o r M C O P u b l i c H e a l t h Illinois Institute for Maternal and Child
  • 5. Fruits of Success Exercise Illinois Institute for Maternal and Child
  • 6. What we believe about ourselves can hold us hostage… the thing that amazed me is that a belief is more than just an idea—it seems to shift the way we actually experience ourselves and our lives. According to Talmudic teaching ‘We do not see things as they are. We see them as we are.’ (Remen, 1996) Illinois Institute for Maternal and Child
  • 7. ONLY THOSE WHO RISK GOING TOO FAR CAN POSSIBLY FIND OUT HOW FAR ONE CAN GO. T.S. ELIOT Illinois Institute for Maternal and Child
  • 8. LEADERSHIP IS THE PROCESS OR EXAMPLE BY WHICH AN INDIVIDUAL (OR LEADERSHIP TEAM) INDUCES A GROUP TO PURSUE OBJECTIVES HELD BY THE LEADER OR SHARED BY THE LEADER AND HIS OR HER FOLLOWERS. (GARDNER, 1990) Illinois Institute for Maternal and Child
  • 9. The Tasks of Leadership (Gardner, 1990) 1. Envisioning Goals 2. Affirming Values 3. Motivation 4. Managing 5. Achieving workable vision 6. Explaining 7. Serving as a symbol 8. Representing the group 9. Renewing Illinois Institute for Maternal and Child
  • 10. Leadership’s Guiding Principles (Murphy, 1996) 1. BE AN ACHIEVER 2. BE PRAGMATIC 3. PRACTICE STRATEGIC HUMILITY 4. BE [COMMUNITY]-FOCUSED 5. BE COMMITTED 6. LEARN TO BE AN OPTIMIST 7. ACCEPT RESPONSIBILITY Illinois Institute for Maternal and Child
  • 11. The New Leadership Competencies (Scholtes, 1998) 1. The ability to think in terms of systems and knowing how to lead systems 2. The ability to understand the variability of work in planning and problem solving 3. Understanding how we learn, develop, and improve, and leading to true learning and improvement. 4. Understanding people and why they behave as Illinois Institute for Maternal and Child they do. 5. Understanding the interdependence and interaction between systems, variation, learning, and human behavior. Knowing how each affects the others. 6. Giving vision, meaning, direction and focus to an organization.
  • 12. WHATEVER THEIR JOB IS, PEOPLE SEE THEIR ROLE AS NOT JUST DOING THINGS THE WAY THEY’RE DESIGNED TODAY, BUT TO FIGURE OUT THE WAY THEY OUGHT TO BE DONE TOMORROW. (KOTTER, 1997) Illinois Institute for Maternal and Child
  • 13. Comparison of the Characteristics and Responsibilities of Practitioners, Managers, and Leaders Practitioners Managers Leaders The practitioners implements The manager administers The leader innovates The practitioner follows The manager is a copy The leader is an original Illinois Institute for Maternal and Child The practitioner synthesizes The manager maintains The leader develops The practitioner focuses on programs and services The manager focuses on systems and structures The leader focuses on people The practitioner relies on compliance and behavior chance The manager relies on control The leader inspires trust
  • 14. Continued…. Illinois Institute for Maternal and Child The Practitioner has a narrow view The manager has a short-range view The leader has a long-range view The practitioner asks who and where The manager asks how and when The leader asks what and why The practitioner’s eye is on the client and the community The manager’s eye is always on the bottom line The leader’s eye is on the horizon The practitioner separates programs from services The manager imitates The leader originates The practitioner protects the status quo The manager accepts the status quo The leader challenges the status quo
  • 15. Continued…. Illinois Institute for Maternal and Child The practitioner is in the infantry The manager is the classic good soldier The leaders is his or her own person The practitioner is a conflicted pessimist The manager is a pessimist The leader is an optimist The practitioner is a reflective thinker The manager is a linear thinker The leader is a systems thinker The practitioner follows the agency agenda The manager does things right The leader does the right things
  • 16. LEADERSHIP IS MORE THAN DISGUISED MANAGEMENT. (ROWITZ, 1997) Illinois Institute for Maternal and Child
  • 17. THERE IS INCREASING EVIDENCE THAT WOMEN ARE DOING BETTER AT ADAPTING TO NEW CHALLENGES IN THE WORLD OF WORK. IF MORE ARE BEING HIRED AND PROMOTED, IT IS NOT JUST TO MEET AFFIRMATIVE ACTION GOALS OR AVOID DISCRIMINATION SUITS. INCREASING INSTATNCES, THEY SURPASS MEN IN THE ATTITUDES AND ABILITIES THAT EMPLOYERS LOOK FOR… (HACKER, TIME MAGAZINE, JAN. 29, 1996) Illinois Institute for Maternal and Child
  • 18. SITUATIONAL LEADERSIP INDIVIDUALS CAN ADAPT THEIR LEADERSHIP STYLE TO VARYING SITUATIONS IN APPROPRIATE MANNERS Illinois Institute for Maternal and Child
  • 19. Illinois Institute for Maternal and Child
  • 20. Leadership Behavior Analysis II-Self Three Components • Style Flexibility • Leadership Styles • Style Effectiveness Illinois Institute for Maternal and Child
  • 21. Strategic Leadership Worksheet Illinois Institute for Maternal and Child
  • 22. A Summary of Oncken’s Four Rules of Monkey Management  Rule 1. Describe the Monkey: The dialogue must not end until appropriate “next moves” have been identified and specified.  Rule 2. Assign the Monkey: All monkeys shall be owned and handled at the lowest organizational level consistent with their welfare.  Rule 3. Insure the Monkey: Every monkey leaving your presence on the back of one of your people must be covered by one of two insurance policies: 1. Recommend, Then Act 2. Act, Then Advise  Rule 4. Check on the Monkey: Proper follow-up means healthier monkeys. Every monkey should have a checkup appointment. Illinois Institute for Maternal and Child
  • 23. Illinois Institute for Maternal and Child