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fAdult Stages of
D l tDevelopment:
E t A hi &Experts, Achievers &
BeyondBeyond
Pamela Potts

AgendaAgenda
 St O i Stage Overview
 Case Study
 Individual theories
 Resources Resources
Adult DevelopmentAdult Development
 Leadership effectiveness is directly tied to stage of adult Leadership effectiveness is directly tied to stage of adult
development. Later stage leaders are more:
 Able to respond effectively to change and complexity
 Strategic in their thinking
 Collaborative
 Proactive in seeking feedbackoac e see g eedbac
 Effective in solving conflicts
 Active in developing subordinates
 Lik l t d fi bl t it li Likely to redefine problems to capitalize on
connections between them
StagesStages
Pre-Conventional /Heroic~ 5%
• Opportunist/Operator
Conventional /Heroic~ 80%
• Diplomat/Conformist – works to belong to self-defined “in” crowd
• Expert – Gains self-esteem from expertise
• Achiever – Achievement of goals, highest conventional stage of
developmentp
• Catalyst/Individualist/Pluralist – Begins to see “facts” as assumptions
Post-Conventional /Heroic~ 15%
Catalyst/Individualist/Pluralist Begins to see facts as assumptions
• Co-Creator/Strategist – First stage that can effect system-wide change
• Synergist/Magician– Has an almost magical ability to make new things
happen
Focus
Expert Achiever Catalyst
Co-
Creator
Synergist
Output Goals, Outcomes Challenge Assumptions Fulfillment Oneness
ComplexityComplexity
Co-
Creator
CatalystExpert
Synergist
Catalyst
Achiever
Expert
Visionary TimelineVisionary Timeline
25 years +
10 - 25 years10 25 years
1 2 years 3 5 yearsSynergist Catalyst
Co-
1 – 2 years 3 – 5 years
Expert AchieverCo
Creator
Expert Achiever
Big Picture
Co‐
Creator
Catalyst
Achiever
Expert
Ability to Accept FeedbackAbility to Accept Feedback
Co-Creator
•Takes with a
Synergist
•Just another
data point
Achiever
Catalyst
•Actively seeks
grain of salt
Expert
•Defensive
•Can hear it
for the first
time
Problem SolvingProblem Solving
•Accepts circumstances as they areSynergist
•Uses principles and moralsCo-Creator
•Keeps options open as long as possibleCatalyst
•Uses own values/beliefsAchiever
•Consults an outside authorityExpert
ConflictConflict
• Not interested in trying to control others or
outcomesSynergist
• Actively works to see other’s perspective
• Likes to find a solution that satisfies everyoneCo-Creator
• Likes to work through conflict
• Can get anxious if they don’t feel heardCatalyst
• Can agree to disagree
• Will cooperate if it helps them meet their goalsAchiever
• Has to be right
• Sense of identity is derived from their expertise
Expert
Language
Diplomat
U Th• Us vs. Them
• Simple
ExpertSynergist
• Should
• Yes, but
• Pragmatic
• Unassuming
• Deceptively simple
Achiever
• Comparativ
Co-Creator
• Complex
• Flexible e
• Open
Catalyst
• Present-focused
• Flexible
Present focused
• Aware of past, future
Ego Developmenteroic
Synergist
Co-Creator
Taking
Ego
A t
Post-
ntional/H
Catalyst
Apart
Conven
Achiever
Building
Heroic
Expert
Building
Ego
en-tional/H
Diplomat
Conve
EmotionsEmotions
The Later the
Stageg
Th l iThe less grip
our emotions
hhave on us
Expert/Achiever- 80%Expert/Achiever- 80%
Area Expert Achiever
Ego
Development
Ego revolves around
expertise
Ego revolves around
achievement of goals
Focus Output Goals, Outcomes
Complexity Limited, prefers things
simple. Black and white
world view
Able to manage more
complexity than prior
stages but still less capable
than later stagesthan later stages.
Visionary Timeline 2-6 months 3-5 years
Big Picture Limited Looks at the big picture
within the context ofwithin the context of
meeting their goals
Conventional Stages – 80%Conventional Stages – 80%
Area Expert Achiever
Ability to Accept Defensive Can hear it for the firstAbility to Accept
Feedback
Defensive Can hear it for the first
time
Problem-solving Consults an outside
authority
Uses own values/beliefs
y
Conflict Has to be right
Their sense of identity is
derived from their
i
Can agree to disagree
Will cooperate if it
moves them closer to
iexpertise their goals
Language Should, yes but, pragmatic Comparative, open
Emotions No separation Little separation, only
after the fact
Case StudyCase Study
 C t H lth Corporate or Healthcare
 Pairs or triads
 Assess stage of both parties in case study
DebriefDebrief
 Wh t t d thi k th CFO/D t i t? What stage do you think the CFO/Doctor is at?
 What stage do you think the HR Director/Nurse is
t?at?
Interacting with ExpertsInteracting with Experts
 C dibilit h t b  Th l k f “T th” f Credibility has to be
established first
 Feedback is hard for
 They look for “Truth” from
outside authorities
 “Hub and spoke” Feedback is hard for
them to accept
 So focused on “How”,
 Hub and spoke
management style
 Sees only as far as their
they forget about “Why”
 Either/Or world view
department
 Struggles with prioritization
 Reactive
Dealing with AchieversDealing with Achievers
 Intensely goal focused Intensely goal-focused
 Initial capacity to hear feedback
 So focused on “What”, they forget about “Why”
 Can hold opposing views
 Capable of self-reflection, after the fact
 Judgments made from their own values/beliefsg
Stage Theory LimitationsStage Theory Limitations
Stage Theory UsesStage Theory Uses
 Form a stage hypothesis (held lightly) Form a stage hypothesis (held lightly)
 Assess what coaching moves will work best
 Monitor the effectiveness of coaching movesg
 Diagnose why specific coaching moves work well with some clients
and not with others
 B ff ti t i hi h hi t k ith Be more effective at assessing which coaching moves to make with
a client
 Recognize when a coaching client is moving through a transition
and provide coaching supportand provide coaching support
Expert Boss Managing an
Achiever
 Di i i /t i d Discuss in pairs/triads
 What challenges will the Expert have?
 What challenges will the Achiever have? What challenges will the Achiever have?
 How might a coach help?
Achiever Boss Managing an
Expert
 Di i i /t i d Discuss in pairs/triads
 What challenges will the Achiever have?
 What challenges will the Expert have? What challenges will the Expert have?
 How might a coach help?
Theories YouTheories You
Can
Develop
YourselfYourself
Colleagues
Your children
Your parentsp
Anyone you spend
time with
Further ResourcesFurther Resources
 Leadership Agility: Five Levels of Mastery for Leadership Agility: Five Levels of Mastery for
Anticipating and Initiating Change by William B.
Joiner and Stephen A. Josephs
 A ti I i Th S t t Ti l d T f i Action Inquiry: The Secret to Timely and Transforming
Leadership by William Torbert
 Changing on the Job: Developing Leaders for ag g p g
Complex World by Jennifer Garvey Berger
 Pamela Potts – pamela@pamelapotts.com

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What Makes Some Leaders Better Able to "Stand in the Eye of the Storm"?

  • 1. fAdult Stages of D l tDevelopment: E t A hi &Experts, Achievers & BeyondBeyond Pamela Potts 
  • 2. AgendaAgenda  St O i Stage Overview  Case Study  Individual theories  Resources Resources
  • 3. Adult DevelopmentAdult Development  Leadership effectiveness is directly tied to stage of adult Leadership effectiveness is directly tied to stage of adult development. Later stage leaders are more:  Able to respond effectively to change and complexity  Strategic in their thinking  Collaborative  Proactive in seeking feedbackoac e see g eedbac  Effective in solving conflicts  Active in developing subordinates  Lik l t d fi bl t it li Likely to redefine problems to capitalize on connections between them
  • 4. StagesStages Pre-Conventional /Heroic~ 5% • Opportunist/Operator Conventional /Heroic~ 80% • Diplomat/Conformist – works to belong to self-defined “in” crowd • Expert – Gains self-esteem from expertise • Achiever – Achievement of goals, highest conventional stage of developmentp • Catalyst/Individualist/Pluralist – Begins to see “facts” as assumptions Post-Conventional /Heroic~ 15% Catalyst/Individualist/Pluralist Begins to see facts as assumptions • Co-Creator/Strategist – First stage that can effect system-wide change • Synergist/Magician– Has an almost magical ability to make new things happen
  • 5. Focus Expert Achiever Catalyst Co- Creator Synergist Output Goals, Outcomes Challenge Assumptions Fulfillment Oneness
  • 7. Visionary TimelineVisionary Timeline 25 years + 10 - 25 years10 25 years 1 2 years 3 5 yearsSynergist Catalyst Co- 1 – 2 years 3 – 5 years Expert AchieverCo Creator Expert Achiever
  • 9. Ability to Accept FeedbackAbility to Accept Feedback Co-Creator •Takes with a Synergist •Just another data point Achiever Catalyst •Actively seeks grain of salt Expert •Defensive •Can hear it for the first time
  • 10. Problem SolvingProblem Solving •Accepts circumstances as they areSynergist •Uses principles and moralsCo-Creator •Keeps options open as long as possibleCatalyst •Uses own values/beliefsAchiever •Consults an outside authorityExpert
  • 11. ConflictConflict • Not interested in trying to control others or outcomesSynergist • Actively works to see other’s perspective • Likes to find a solution that satisfies everyoneCo-Creator • Likes to work through conflict • Can get anxious if they don’t feel heardCatalyst • Can agree to disagree • Will cooperate if it helps them meet their goalsAchiever • Has to be right • Sense of identity is derived from their expertise Expert
  • 12. Language Diplomat U Th• Us vs. Them • Simple ExpertSynergist • Should • Yes, but • Pragmatic • Unassuming • Deceptively simple Achiever • Comparativ Co-Creator • Complex • Flexible e • Open Catalyst • Present-focused • Flexible Present focused • Aware of past, future
  • 14. EmotionsEmotions The Later the Stageg Th l iThe less grip our emotions hhave on us
  • 15. Expert/Achiever- 80%Expert/Achiever- 80% Area Expert Achiever Ego Development Ego revolves around expertise Ego revolves around achievement of goals Focus Output Goals, Outcomes Complexity Limited, prefers things simple. Black and white world view Able to manage more complexity than prior stages but still less capable than later stagesthan later stages. Visionary Timeline 2-6 months 3-5 years Big Picture Limited Looks at the big picture within the context ofwithin the context of meeting their goals
  • 16. Conventional Stages – 80%Conventional Stages – 80% Area Expert Achiever Ability to Accept Defensive Can hear it for the firstAbility to Accept Feedback Defensive Can hear it for the first time Problem-solving Consults an outside authority Uses own values/beliefs y Conflict Has to be right Their sense of identity is derived from their i Can agree to disagree Will cooperate if it moves them closer to iexpertise their goals Language Should, yes but, pragmatic Comparative, open Emotions No separation Little separation, only after the fact
  • 17. Case StudyCase Study  C t H lth Corporate or Healthcare  Pairs or triads  Assess stage of both parties in case study
  • 18. DebriefDebrief  Wh t t d thi k th CFO/D t i t? What stage do you think the CFO/Doctor is at?  What stage do you think the HR Director/Nurse is t?at?
  • 19. Interacting with ExpertsInteracting with Experts  C dibilit h t b  Th l k f “T th” f Credibility has to be established first  Feedback is hard for  They look for “Truth” from outside authorities  “Hub and spoke” Feedback is hard for them to accept  So focused on “How”,  Hub and spoke management style  Sees only as far as their they forget about “Why”  Either/Or world view department  Struggles with prioritization  Reactive
  • 20. Dealing with AchieversDealing with Achievers  Intensely goal focused Intensely goal-focused  Initial capacity to hear feedback  So focused on “What”, they forget about “Why”  Can hold opposing views  Capable of self-reflection, after the fact  Judgments made from their own values/beliefsg
  • 21. Stage Theory LimitationsStage Theory Limitations
  • 22. Stage Theory UsesStage Theory Uses  Form a stage hypothesis (held lightly) Form a stage hypothesis (held lightly)  Assess what coaching moves will work best  Monitor the effectiveness of coaching movesg  Diagnose why specific coaching moves work well with some clients and not with others  B ff ti t i hi h hi t k ith Be more effective at assessing which coaching moves to make with a client  Recognize when a coaching client is moving through a transition and provide coaching supportand provide coaching support
  • 23. Expert Boss Managing an Achiever  Di i i /t i d Discuss in pairs/triads  What challenges will the Expert have?  What challenges will the Achiever have? What challenges will the Achiever have?  How might a coach help?
  • 24. Achiever Boss Managing an Expert  Di i i /t i d Discuss in pairs/triads  What challenges will the Achiever have?  What challenges will the Expert have? What challenges will the Expert have?  How might a coach help?
  • 25. Theories YouTheories You Can Develop YourselfYourself Colleagues Your children Your parentsp Anyone you spend time with
  • 26. Further ResourcesFurther Resources  Leadership Agility: Five Levels of Mastery for Leadership Agility: Five Levels of Mastery for Anticipating and Initiating Change by William B. Joiner and Stephen A. Josephs  A ti I i Th S t t Ti l d T f i Action Inquiry: The Secret to Timely and Transforming Leadership by William Torbert  Changing on the Job: Developing Leaders for ag g p g Complex World by Jennifer Garvey Berger  Pamela Potts – pamela@pamelapotts.com