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Frank Delano, LMSW and Jill Shah, LPC Texas Network of Youth Services Conference 2015 August 12, 2015

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  • Frank  Delano,  LMSW  and  Jill  Shah,  LPC  Texas  Network  of  Youth  Services  Conference  2015  

    August  12,  2015      

  • Standard  of  Excellence    

    A  consistent  clear  level  of  expectation  and  achievement  that  significantly  exceeds  required  and  expected  practice  standards.  This  practice  should  be  delivered  in  an  integrity  laden  and  ethically  sound  

    way.            

    Frank Delano and Jill Shah [email protected] 8/23/15 3

  • “Excellence  is  not  about  and  act  or  an  event,  it  is  

    about  habits  (Aristotle)  

    Frank Delano and Jill Shah [email protected] 8/23/15 4

  • A    Program  Director  is  meeting  with  all  the  workers  in  their  program.  Toward  the  end  of  the  meeting  the  Director  says  “It  is  that  time  of  year  again  when  we  have  to  do  the  Client  Satisfaction  Surveys.  I  would  like  you  each  to  be  responsible  to  have  each  of  your  clients  and  families  fill  them  out.  Please  return  them  to  me  by  next  Tuesday.  We  have  to  get  them  in  by  then  to  prove  to  ACS  (the  funding  body)  that  we  are  asking  

    our  clients  about  their  satisfaction.”    

    Critique  this  statement…What  are  your  thoughts?  

    Frank Delano and Jill Shah [email protected] 8/23/15 5

  • “Red  Flag”  Statements!   “The  job  market  is  tight  now.”     “Well,  that  is  just  who  he/she  is.”   “That  is  a  very  creative  idea,  but  we  cannot  afford  it  in  the  budget.”    

     “We  spend  too  much  time  in  meetings.”   “We  are  doing  an  investigation.”   “Have  we  thought  about  the  “PC”  aspect  of  that?     After  a  major  critical  incident  “We  are  going  to  re-‐train  all  our  staff  after  this.”  

    Frank Delano and Jill Shah [email protected] 8/23/15 6

  • Leaders vs. Managers (adapted from J. Maxwell)  

    Managers     Leaders  

    See  the  here  and  now   See  the  ultimate  goals  and  potential  

    Driven  by  atmosphere  of  today  

    Driven  by  their  vision  for  tomorrow  

    Limited  perspective  on  their  abilities  

    Larger  perspective  on  everyone’s  abilities  

    Diverted  by  today’s  losses   Focused  on  the  long  term  goal  Key  focus:  immediate   Key  focus:  ultimate  

  • Leadership  Quali;es  •  The  ability  to  see  the  bigger  picture  •  Having  a  “vision”  •  Having  unique  talents  •  Charisma  •  Integrity  •  Competence  •  Commitment  to  excellence  •  Ability  to  identify  “core  values”  and  build  all  else  around  them  •  Being  self  reflective  •  Kindness  •  Intelligence  •  Understanding  the  power  of  role  modeling  •  Framing  the  negative  as  “positive”  

    Frank Delano and Jill Shah [email protected] 8/23/15 8

  • Leadership  Quali;es  •  Being  a  good  communicator  •  Courage  •  Decisiveness  •  Mastering  and  valuing  the  “Basics”    •  Self-‐Confidence  •  “Servant  leadership”  •  Commitment  to  continued  learning  and  growth  •  Being  “visible”  at  the  right  times  •  Nurturing  and  valuing  diversity    •  A  sense  of  fairness  •  Commitment  •  Being  good  at  “politics”:  The  art  of  diplomacy  

    Frank Delano and Jill Shah [email protected] 8/23/15 9

  • Defining  Cri;cal  Thinking  •  “Critical  thinking  on  a  very  basic  level  is  thinking  about  how  we  think…[and]  abides  by  the  criteria  of  good  sense  and  logic  and  involves  an  evaluation  of  the  quality  and  effectiveness  of  the  thinking  process.” (B.  Parker  and  R.  Parker)  

    •  “Critical  thinking  is  different  from  just  thinking.  It  is  metacognitive—it  involves  thinking  about  your  thinking.”(Nosich)  

    •  “Active,  systematic  process  of  understanding  and  evaluating  arguments.  An  argument  provides  an  assertion  about  the  properties  of  some  object  or  the  relationship  between  two  or  more  objects  and  evidence  to  support  or  refute  the  assertion.  Critical  thinkers  acknowledge  that  there  is  no  single  correct  way  to  understand  and  evaluate  arguments  and  that  all  attempts  are  not  necessarily  successful  (Mayer  &  Goodchild)  

    Frank Delano and Jill Shah [email protected] 8/23/15 10

  • Cri;cal  Reflec;on  (Brookfield)  •  Assumption  Analysis:      Thinking  in  a  way  that  challenges  our    beliefs,  values,  cultural  practices,  and  social  structures  in  order  to  assess  their  impact  on  our  daily  proceedings      

    •  Contextual  Awareness:    Realizing  that  our  assumptions  are  socially  and  personally  created  in  a  specific  historical  and  cultural  context  

    •  Imaginative  Speculation:    Imagining  alternative  ways  of  thinking  about  phenomena  in  order  to  provide  an  opportunity  to  challenge  our  prevailing  ways  of  knowing  and  acting      

    •  Reflective  Skepticism:      Using  the  above  three  processes  it  is  the  ability  to  think  about  a  subject  so  that  the  available  evidence  from  that  subject's  field  is  suspended  in  order  to  establish  the  truth  or  viability  of  a  proposition  or  action.  

    Frank Delano and Jill Shah [email protected] 8/23/15 11

  • Cri;cal  Thinking  Skills  (W.Sieck)  •  Suspending  judgment  to  check  the  validity  of  a  proposition  or  action  

    •  Taking  into  consideration  multiple  perspectives  

    •  Examining  implications  and  consequences  of  a  belief  or  action  

    •  Using  reason  and  evidence  to  resolve  disagreements  

    •  Re-‐evaluating  a  point  of  view  in  light  of  new  information  

    Frank Delano and Jill Shah [email protected] 8/23/15 12

  • Cri;cal  Thinking  for  the  “New  Normal”  (C.  Rezak)  •  Get  some  feedback  about  your  critical  thinking  skills  from  a  trusted  boss,  colleague  or  coach:  Are  you  jumping  to  conclusions  or  using  a  reasoned,  analytic  process  as  you  work  toward  a  goal?  Are  you  able  to  put  aside  biases  and  assumptions  during  analysis  and  decision-‐making?  What  kind  of  "thinker"  are  you  perceived  to  be  and  why?  

    •  Challenge  yourself  to  develop  a  deeper  understanding  of  your  company's  business,  especially  its  financial  and  strategic  drivers  of  success:  Are  you  clear  about  what  drives  the  organisation's  decisions,  how  financial  success  is  achieved  and  how  you  impact  both  strategy  and  the  bottom  line?  Are  you  making  decisions  that  are  aligned  with  this  understanding?    

    Frank Delano and Jill Shah [email protected] 8/23/15 13

  • Cri;cal  Thinking  for  the  “New  Normal”  (C.  Rezak)  •  Use  multiple  sources  of  data  to  form  an  "information  web"  before  making  a  decision  or  forming  a  conclusion:  Are  you  asking  a  lot  of  questions?  Identifying  stakeholders  and  their  issues  and  opinions?  Separating  facts  from  assumptions?  Are  you  using  the  Internet  as  "one"  source  of  information  rather  than  "the"  source?  Can  you  analyze  information  from  different  perspectives  and  viewpoints?  

    •  Take  time  to  think:    Are  you  finding  time  and  space  to  let  your  mind  focus  and  reflect  on  important  issues?  

    •  Ask  for  input,  critique  and  opinions  from  others  as  you  analyse  alternatives:  Are  you  checking  tentative  conclusions  with  others?  Using  peers,  coaches  or  mentors  to  critique  your  thinking  process?  Are  you  willing  to  open  your  mind  to  other  ideas  or  alternatives?  

    Frank Delano and Jill Shah [email protected] 8/23/15 14

  • Cri;cal  Thinking  Skills  (Delphi  Report)  •  Interpretation  (Categorization,  Clarify  meaning,  significance)  •  Analysis  (examining  Ideas,  identify  and  examine  arguments)  •  Evaluation  (Assessing  claims,  assessing  arguments)  •  Inference  (Querying  evidence,  Conjecturing  alternatives,  drawing  conclusions)  

    •  Explanation  (Stating  results,  justifying  procedures,  presenting  arguments)  

    •  Self  regulation  (Self  examination  and  self  correction)  

    Frank Delano and Jill Shah [email protected] 8/23/15 15

  • Reminders  when  Cri;cal  Thinking   Determine  your  strongest  belief  or  opinion  about  a  decision  or  subject…the  step  back  and  try  to  make  a  strong  argument  against  it  

     Who  around  me  will  honestly  tell  me  if  they  think  my  reasoning  is  off  base?  

     How  much  is  my  “dominant  logic”  impacting  my  decision?  What  are  plus  and  minus  of  all  the  options?    

    Frank Delano and Jill Shah [email protected] 8/23/15 16

  • John  Wooden  on  Leadership    “It  all  starts  with  the  socks”.  Little  things  make  big  things  happen  

     Acknowledge  the  Unacknowledged  

     Nourish  talent  in  an  atmosphere  of  perfection  

     Make  excellence  a  habit  

      Look  for  “yes  people”  who  will  say  no  

      Set  the  proper  tone  with  meticulous  time  management  techniques  

      Industriousness  and  enthusiasm  are  the  twin  cornerstones  of  success  

     Good  values  attract  good  people  (the  force  of  character  is  cumulative  –  Ralph  Waldo  Emerson)  

    Frank Delano and Jill Shah [email protected] 8/23/15 17

  • Good  to  Great  Strategies  (Collins)  

     Lead  with  questions  not  answers  

     Engage  in  dialogue  and  debate,  not  coercion  

     Conduct  “autopsies”  without  blame  

     Build  in  “red  flag”  mechanisms  

    Frank Delano and Jill Shah [email protected] 8/23/15 18

  • I  have  come  to  the  conclusion  that  politics  is  too  serious  a  matter  to  be  left  to  whom  we  see  as  “the  politicians”.    

                                                                                                                       ~Charles  de  Gaulle    

    Those  who  are  “too  smart”  to  engage  in  politics  are  punished  by  being  governed  by  those  who  are  dumber.    

    ~Plato        

    Frank Delano and Jill Shah [email protected] 8/23/15 19

  •  http://www.youtube.com/watch?v=PX5RnIBF0AM&feature=related  

      Sollozo  meeting  

     http://www.youtube.com/watch?v=Yut9qPyT9jE  

    Frank Delano and Jill Shah [email protected] 8/23/15 20

  • Leadership  Decision  Making  (Delano  and  Shah)  •  What  are  the  issues  to  be  decided?      •  How  will  the  decision  be  made?        •  Who  is  important  to  consult  with?  Have  peers  in  my  position  made  similar  decisions?    

       •  What  are  the  options  available  for  a  decision?        •  What  are  predicted  concrete  short  term  plus  and  minus  consequences?  

    •  What  are  predicted  concrete  long  term  plus  and  minus  consequences?    

    Frank Delano and Jill Shah [email protected] 8/23/15 21

  • Leadership  Decision  Making  (Delano  and  Shah)  •  Am  I  willing  to  accept  short  term  loss  for  potential  long  term  gain?  Am  I  taking  a  foolish  short  term  gain  for  a  long  term  loss?    

       •  What  are  potential  unintended  consequences?      •  Is  the  decision  ethically  and  mission  related  sound?  Were  there  any  

    “Divided  Loyalty”  decisions  involved  and  if  so,  how  to  address  it?      •   Will  the  desired  outcomes  produce  a  standard  of  excellence  level  of  service?    

    Frank Delano and Jill Shah [email protected] 8/23/15 22

  • Leadership  Decision  Making  (Delano  and  Shah)  •   What  are  the  political  consequences  short  term?  Long  term?  How  can  I  monitor  and  adapt  to  them?    

       •  Who/what  will  we  competing  with  this  decision?  Who/what  will  be  conflicting  with?    

    •  What  don’t  I  know??      •  What  is  the  worst  that  could  happen?        •  Will  this  decision,  in  any  way,  change  “who  we  are”?  

    Frank Delano and Jill Shah [email protected] 8/23/15 23

  • Leadership  Decision  Making  (Delano  and  Shah)  •  What  resources  are  necessary  for  implementation?  Are  the  resources  enough  to  produce  

    a  standard  of  excellence  outcome?      •  Do  we  have  the  personnel  already  to  implement  this  decision?  Who  will  champion  the  

    decision  and  be  key  in  implementing  it?  Who  will  accept  in  unenthusiastically?  Who  will  resist  it?  Who  will  undermine  it?    

       •  How  will  the  decision  be  announced?  Is  there  anyone  I  should  alert  before  announcing  

    it?        •  Once  announced  how  will  progress  on  implementation  be  monitored  and  adapted  to?    

    •  How  will  the  outcomes  be  evaluated?  Who  will  evaluate  it?  When  will  it  be  evaluated?  What  are  the  criteria  to  determine  if  we  achieved  “excellence”  in  the  outcome?  

    Frank Delano and Jill Shah [email protected] 8/23/15 24

  • Building  a  “Professionally  Packaged  Culture”  

      Identify  your  core  values  and  standards  of  excellence…then  build  everything  around  them  

     Capitalizing  on  using  meetings  as  a  “status  arena”  and  culture  builder   Attention  to  the  “gates”  and  messages  that  are  being  sent    Setting  and  demanding  high  professional  standards  and  a  commitment  to  a  standard  of  excellence  

     Attention  to  language  and  the  “meaning”  of  words    

    Frank Delano and Jill Shah [email protected] 8/23/15 25

  • Building  a  Professionally  Packaged  Culture  

     Make  excellence  a  habit    “It  all  starts  with  the  socks”…the  importance  of  the  basics   Good  values  attract  good  people   Develop  a  theme  and  role  model  of  “So  what  will  make  it  better?”   Think  “Professional  Package”  around  framing  issues  and  have  as  many  issues  as  possible  “on  a  professional  table”  

     Accentuating  “who  the  customers  are”  and  not  compromising  customer  service  

    Frank Delano and Jill Shah [email protected] 8/23/15 26

  • Addendum  slides  

    8/23/15 Frank Delano and Jill Shah [email protected] 27

  • “Defining  the  New  Standard  of  Excellence  at  Work”  (S.  Bagchi)  

      Suffer  no  false  attractions:  It's  always  tempting  to  take  the  path  of  least  resistance,  but  true  professionals  can  separate  the  genuine  from  the  phony.  

       Know  when  to  say  no:  True  professionals  are  not  afraid  to  say  no  to  things  that  are  not  worth  their  time,  their  energy,  or  their  creativity.    

     Take  the  long  view:  True  professionals  understand  that  every  action,  decision,  and  relationship,  no  matter  how  small,  can  have  a  lasting  impact  

    Frank Delano and Jill Shah [email protected] 8/23/15 28

  • Why  Do  Ethics  MaQer??  (Charles)  • Professionalism   Values  clarification   Sets  the  tone   Controls  rumors  and  reputations   Goals  and  aspirations  for  model/best  practices   Protection  in  litigation  and  liability  situations  

    Frank Delano and Jill Shah [email protected] 8/23/15 29

  • Ethics    Decision  Making  Model  (Charles)  •  Intended  consequences  •  Positive  unintended  consequences  • Negative  unintended  consequences  •  Trade  offs  • Unknown  consequences  • Understanding  the  factor  of  TIME    *Also  consider  (1)  the  integrity  and  value  base  of  the  decision,  (2)  the  rights  of  all  involved,  (3)  are  there  ethical  codes,  laws,  policies  I  must  abide  by?  and  (4)  who  else  would  it  be  wise  to  consult  with?  

    Frank Delano and Jill Shah [email protected] 8/23/15 30

  • Standards  of  Excellence  for  Ethical  Leadership    (Haughey)  

    •  Ethical  Communication:  Honesty,  Transparency  •  Ethical  Quality                    *  Quality  Product                    *  Quality  Customer  Service                    *  Quality  Delivery  of  Service  

    •  Ethical  Collaboration                    *Best  Practice                    *Solve  Problems                      *Address  Issues  

    •  Ethical  Succession  Planning  •  Ethical  Tenure  

    Frank Delano and Jill Shah [email protected] 8/23/15 31

  • Some  Quotes…    It  is  the  nature  of  man  to  rise  to  greatness  if  greatness  is  expected  of  him  

    (John  Steinbeck)  

     Leaders  must  be  close  enough  to  relate  to  others,  but  far  enough  ahead  to  motivate  them  (John  Maxwell)  

     The  best  executive  is  the  one  who  has  sense  enough  to  pick  good  people  to  do  what  he  wants  done,  and  self  restraint  enough  to  keep  from  meddling  with  them  while  they  do  it  (Teddy  Roosevelt)  

     The  ultimate  measure  of  a  man  is  not  where  he  stands  in  times  of  comfort  but  where  he  stands  in  time  of  challenge  and  controversy  (Martin  Luther  King)  

     The  final  test  of  a  leader  is  that  they  leave  behind  in  others  the  conviction  and  will  to  carry  on  (Walter  Lippman)  

    Frank Delano and Jill Shah [email protected] 8/23/15 32

  • Organiza;onal  “Poli;cs”  (F.  Delano  and  J.  Shah)  

         A  set  of  underlying  dynamics  not  linked  to  policies,  procedures,  or  concrete  structures  that  influence  and  drive  behaviors  and  outcomes  

    within  an  organization.          

    Having  a  thoughtful  understanding  of  the  entire  circle  of  these  operational  nuances  one  should  develop  thoughtful,  professionally  packaged  

    strategies  to  best  navigate  the  volatile  seas  of  organizational  politics.    

    Frank Delano and Jill Shah [email protected] 8/23/15 33

  • My  offer  is  nothing…and  I  would  appreciate  it  if  you  put  the  money  up  personally   The  power  and  messages  given  by  “access”   Non  verbal  messages   Clarifying  the  “message”.  “Now,  why  would  I  pay  more  than  the  normal  fee?”  

     The  gains  from  composure,  controlling  anger,  silence,  and  measured  statements.      

     The  price  paid  for  arrogance,  not  being  prepared,  not  reading  “messages”,  personalized  insults,  and  bullying  attempts  to  use  power    

    Frank Delano and Jill Shah [email protected] 8/23/15 34

  •  “He  is  good  with  a  knife  (but  only  in  maQers  of  business  and  with  some  sort  of  reasonable  complaint)”    •  The  importance  of  preparation,  and  acknowledging  respect  for  others  •  “Advice”  before  decisions.  Whom  do  you  listen  to  more  seriously?  Don’t  insult.  

    •  “I  slept  on  the  plane”  •  “I’ll  take  care  of  the  Tattaglias”  •  “I  heard  you  were  a  serious  man”  (The  empty  chair)  •  Speaking  when  you  should  listen.    •  “All  those  politicians  in  your  pocket,  like  so  many  nickels  and  dimes”  

     

    Frank Delano and Jill Shah [email protected] 8/23/15 35

  •  Using  a  “Professional  Package”  to  Navigate  the  Poli;cal  Seas    

    (F.  Delano  and  J.  Shah)  

     •  Remember  the  political  arena  in  an  organization  creates  a  circle  with  each  action  having  ripple  effects  through  the  entire  system.  Learn  to  think  “three  steps  ahead”  before  acting  

    •  Learn  and  understand  your  organizational  chart.  “Who  reports  to  whom”,  and  why    •  Assess  whose  star  you  will  hitch  your  wagon  to.  •  Be  mindful  of  who  is  hitching  their  stars  to  your  wagon  •  Meetings!  Use  these  public  forums  and  primary  status  arenas  to  present  yourself  as  a  thoughtful  and  valuable  learner  invested  in  growth  and  better  service  

    •  Use  and  tone  of  language.  Create  and  maintain  a  civil  and  professional  atmosphere  around  you.    

    •  Learn,  understand,  live  and  display  “the  mission”    •  Understand  the  importance  of,  and  develop  the  culture,  of  the  “gates”  to  you  and  your  program  

    •  Assess  and  benefit  from  “the  grapevine”.  Be  careful  not  to  join  it  thoughtlessly  

    Frank Delano and Jill Shah [email protected] 8/23/15 36

  •  Using  a  “Professional  Package”  to  Navigate  the  Poli;cal  Seas    

    (F.  Delano  and  J.  Shah)  

         Set  and  exhibit  high  and  clear  professional  standards.  Don’t  settle  for  less,  or  

    permit  “lunacy”  to  go  un-‐confronted      Be  willing  to  confront  constructively,  allow  room  for  professionally  appropriate  dissent,  and  critical  thinking  

      Assess  the  messages  of  “dress”    Assess  the  impact  and  messages  of  your  social  and  informal  interactions.  (who  are  you  lunching  with?,  Happy  hours,  informal  conversations,  etc.)    

      Value  the  importance  of  diversity  and  cultural  competence    Create  and  model  a  “culture  of  ethics”,  do  the  “right  thing”  not  always  the  “best  thing”  

      Remember  the  enormous  responsibility  and  impact  of  your  POWER      Remember  the  power  and  influence  of  “access”    Assess  to  whom  in  the  organization  you  are  valuable  to,  and  why    Establish  the  value  of  “customer  service”.  Define  and  acknowledge  the  “key  customers”.  Be  polite  and  respectful  to  everyone.    

    Frank Delano and Jill Shah [email protected] 8/23/15 37

  • Presenter  Contact  Informa;on  Frank  Delano,  LMSW,    President,  Professional  Package  Consulting  [email protected]        914-‐673-‐7802  -‐-‐  Jill  Shah,  LPC  [email protected]  -‐-‐  www.professionalpackagetraining.com  Facebook:    “Frank  Delano  and  Jill  Shah    Professional  Package”      

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