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Management and Leadership in the Modern Appraisal Organization

Nelson Karpa MBA, AACI P.App, AMAA, AAM

• What defines a manager?• What defines a leader?• Which is better?• Concepts related to management and leadership• What concerns leaders?• Leadership styles

AGENDA

6/19/2017 2

• A leader’s job• Situational leadership• The new leader• When the job doesn’t get done• Leadership issues• Selection of leaders• Summary

AGENDA

6/19/2017 3

MANAGEMENT & LEADERSHIP

6/19/2017 4

Drawn from years of experience & from the wisdom of others

Leadership – Lessons from Others

6/19/2017 5

MANAGEMENT - LEADERSHIP

6/19/2017 6

• Things• Systems• Organizing• Controlling• Resourcing

MANAGEMENT

6/19/2017 7

• People• Values• Morale• Direction• Vision• Why

LEADERSHIP

6/19/2017 8

MANAGER

6/19/2017 9

Preserve the system

• Defends the way it is done• Eliminates risk• Perfects / optimizes

MANAGER

6/19/2017 10

Plan, budget and schedule

• Short term• Prioritize• Logical• Brings order

MANAGER

6/19/2017 11

Organize and staff

• Structure• Roles / responsibilities

MANAGER

6/19/2017 12

Direct and Supervise

• Day to day• What, when, how

MANAGER

6/19/2017 13

Control and problem solve• Fix• Prevent bad stuff from happening• Contain

MANAGER

6/19/2017 14

• Order• Predictability• Stability

MANAGER

6/19/2017 15

LEADER

6/19/2017 16

Challenge the system

• Disrupt• Diverge• Add risk

LEADER

6/19/2017 17

A clear and compelling vision directs and inspires action

Inspire a shared vision

• Long term• Inspiring• Big picture

LEADER

6/19/2017 18

Align key stakeholders

• Outside / Inside• Informal• Relationships• Pulling people together

LEADER

6/19/2017 19

Enable others

• Provide skills• Provide knowledge• Creativity• Empowerment

LEADER

6/19/2017 20

Encourage the heart

• Expand energy• Tries to make good things happen

LEADER

6/19/2017 21

• Change• Uncertainty• Risk• Vision

LEADER

6/19/2017 22

If the rate of change on the outside exceeds the rate of change on the inside – the end is near.

Jack Welch

LEADER

6/19/2017 23

MANAGE / LEADER

6/19/2017 25

Which is better?

• Leadership – Based on principles• Management – Based on technical abilities

Leadership Lessons from Space

6/19/2017 26

CONCEPTS

6/19/2017 27

• A right to decide• A tool to exercise• Can be passed (down)

AUTHORITY

6/19/2017 28

• Ability to enforce• Sanction• Reward or punish

POWER

6/19/2017 29

TYPES OF POWER – INFORMAL

6/19/2017 30

Informal

• Knowledge / expertise• Wisdom (seen it before)• Experience• Connections • Persuasion

All of these require some form of trust

TYPES OF POWER – FORMAL

6/19/2017 31

• Positional

• Seen on the organizational chart

POWER – WHEN TO USE WHICH?

6/19/2017 32

RESPONSIBILITY

6/19/2017 33

•Look after

•Take care of

ACCOUNTABILITY

6/19/2017 34

• Who gets the credit or the blame?

ACCOUNTABILITY

6/19/2017 35

WHAT PRODUCTIVE EMPLOYEES SAY

6/19/2017 36

I know what is expected of me at

work

I have the materials and equipment that I need to do the work

right

I have the opportunity to do

what I do best every day

In the last 7 days I have received

recognition or praise for the work that I

have done.

WHAT PRODUCTIVE EMPLOYEES SAY

6/19/2017 37

My supervisor seems to care about

me as a person

Someone at work encourages my development

The mission or purpose of my company makes

me feel my work is important

At work, my opinion seems to count

WHAT PRODUCTIVE EMPLOYEES SAY

6/19/2017 38

My coworkers are committed to doing

quality workI have a best friend

at work

At work, I have had opportunities to learn and grow

In the last 6 months, I have talked to

someone about my progress

WHAT SHOULD THE LEADER BE CONCERNED WITH?

WHAT SHOULD THE LEADER BE CONCERNED WITH?

Performance

It’s all about

WHAT SHOULD THE LEADER BE CONCERNED WITH?

Performance

People

• Select• Who is on the team• What position do they play

A LEADERS JOB

6/19/2017 42

Communicate

• Expectations• Vision• The Why

A LEADERS JOB

6/19/2017 43

Build skills

• Technical /management / leadership• Thinking skills • Problem Solving

TRAIN & DEVELOP

6/19/2017 44

• Provide tools• Provide resources• Remove obstacles

MANAGE

6/19/2017 45

MOTIVATE

6/19/2017 46

LEADERSHIP STYLES

6/19/2017 47

AUTOCRATIC • My call

PERMISSIVE • Your call

DEMOCRACY • Our Call • Our input• Discussion • Each gets a vote

AUTHORITARIAN • Get Input • My call• Actively consider all input

LEADERSHIP STYLES

6/19/2017 48

Which is Best?

• Urgency• Skill vs. complexity• Personality/style (default)

FACTORS FOR CONSIDERATION

6/19/2017 49

Match leadership style to the situation!

SITUATIONAL LEADERSHIP

6/19/2017 50

THE NEW LEADER

6/19/2017 51

The skills that got you there are not the skills you need to move ahead

THE NEW LEADER

6/19/2017 52

Impediments

• I can do it better/faster• Satisfaction (time horizon)

THE NEW LEADER

6/19/2017 53

• Relationships• Not quite – one of the gang

THE NEW LEADER

6/19/2017 54

WHEN THE JOB DOES NOT GET DONE

6/19/2017 55

UNDERSTANDING • Communications

CAPABILITY • Training• Skill Development

OBSTACLES/ • Add resourcesOPPORTUNITIES • Remove barriers

WILLINGNESS

This is where you need to be involved with your staff!

WHEN THE JOB DOES NOT GET DONE

6/19/2017 56

Delegating vs. Tasking

STAFF DEVELOPMENT

6/19/2017 57

To be an effective delegator you need to be OK with the methods / result if it met the objectives, but was done differently than you would have done it.

Delegation vs. Tasking

6/19/2017 58

Courage

• To do something against your self interest

LEADERSHIP ISSUES

6/19/2017 59

Vision

• Which way do we go?• How do we get there?• You are concerned with the outcome.• Destination – parameters

LEADERSHIP ISSUES

6/19/2017 60

PERSPECTIVE

6/19/2017 61

• Self Awareness – Walk this way.

MODELING THE BEHAVIOUR

6/19/2017 62

• Unity with your teamoHang together or hang separately

MODELING THE BEHAVIOUR

6/19/2017 63

CALM

6/19/2017 64

CALM

6/19/2017 65

Pressure

6/19/2017 66

• Teach the steps by asking questions• Think out loud – show them all considerations• Don’t rob them of the experience• Create artificial learning experiences• Self Efficacy

DEVELOPMENT

6/19/2017 67

• MBWA• Need Information

STAY CONNECTED

6/19/2017 68

• Praise in public• Correct in private

RECOGNITION

6/19/2017 69

SELECTING LEADERS

6/19/2017 70

LEADERS

6/19/2017 71

CHARACTER • Select for

WISDOM • Train for• Select for

TECHNICAL SKILLS • Train for& KNOWLEDGE

A combination of

• Character• Competencies• Commitment

LEADERS

6/19/2017 72

LEADERS

6/19/2017 73

CHARACTER • Trait/Values

COMPETENCIES • Organizational / People • Strategic / Business

COMMITMENT • Aspirations• Engagement

• A journey• Work with and through others• It’s all about people

Success is not final, failure is not fatal: it is the courage to continue that counts.

LEADERSHIP

6/19/2017 74

Winston Churchill

Management and Leadership in the Modern Appraisal Organization

Nelson Karpa MBA, AACI P.App, AMAA, AAM

Thank you Nelson Karpa MBA, AACI P.App, AMAA, AAM

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