ownership institute - luckett &...

DEVELOPMENT SERIES 2018-2019

OWNERSHIP INSTITUTE

2018-2019 COURSE GUIDE

On behalf of the leadership team, I am pleased to announce the re-launch of the Luckett & Farley Owners Institute (LFOI).

The LFOI is an intense series of leadership development and ownership development sessions. This content

addresses the very important soft skills demanded by professional services firms, with a focus on creating a

culture of ownership and understanding the business of our business. It is a cohort experience that runs for

10 sessions and requires a time commitment from those who apply and are accepted. LFOI continues to be one of

the cornerstones of our culture and helps define how we work together and addresses the vital “hard” and

“soft” skills it will take for us to continue to grow and succeed. It is one of the biggest investments we make in

developing both leadership skills and the ownership mindset.

These interactive learning sessions will be held on Friday mornings from 7:45am – 12:30pm on the dates detailed

in this brochure. As in years past, we’ve partnered with The LAMP Group to deliver the L&F Ownership Institute

curriculum and course content. The LAMP Group is an organization development consultancy that has partnered

with L&F since the inception of the program in 2008 and is led by our very own Vice President of Talent, Susan

Pittman. You can learn more about The Lamp Group from the bios in this brochure or at www.TheLampGroup.com.

The LFOI was put on hold last year due to the timing of our move into the new space. Previous to that, the LFOI has

provided leadership training for a select group of dedicated employee owners since 2008. The 2018-2019 class of

LFOI will begin Friday, September 28, 2018 and will run through Friday, February 22, 2019.

If you have an interest in honing your leadership and ownership skills, I encourage you to apply. Please direct

questions about the course and/or your participation to your Department Manager, any member of the leadership

team, or Susan Pittman and her Human Recourses team.

Thanks and we look forward to receiving your application!

Aric M. Andrew, AIA, LEED BD+C

President & CEO

Fellow Employee Owners,

OWNERSHIP INSTITUTE DEVELOPMENT SERIES

• Enhancement & development of participant leadership skills and competencies

• A forum for peer mentoring, sharing, and team building

• Improved working relationships at all levels within L&F

• Personal practices and a common language that will support our ownership, culture, and personnel growth and development

• Consistent understanding and execution of “The L&F Way”

• Integrated, customized development series and curriculum

• Understand the fundamentals of the “soft” and “hard” skills needed to drive our continued success

• Develop skills to create stronger working relationships with people at all levels and roles within L&F

• Network strategically and effectively within every level of L&F

• Better manage yourself, team members, and processes for more effective results

• Learn methods for developing trust among peers and clients

• Develop the skills to make L&F a better place for everyone

As a result of going through this type of organization-wide, integrated leadership development series, the following are deliverables L&F can expect:

Value to YOULeadership occurs on an informal and formal basis. Every effective leader starts off as a good follower. Whether you supervise others is not as important as your desire to enhance your career by developing a clear understanding of what is means to be an influencer. You will:

Value to Our ORGANIZATION


Good work gets more good work – it’s our mantra and what our culture at L&F is built around. In this sense, we also believe that good work also gets more work. At L&F, we understand the power of doing purposeful work that positively engages and impacts our community is paramount to our continued success. As Owners, we know the payback comes in a multitude of ways and that our return on this investment is measurable in: • Services provided to others

• Increased visibility of L&F in the community

• L&F being seen as a trusted advisor for the communities in which we engage

• Strengthened leadership skills within L&F by providing a real life opportunity to work as part of a team

It is also, simply – the right thing to do. Therefore, all LFOI participants are expected to work on (and donate their own time to) a group service project during the year that positively impacts our community. This project will become your moment of truth so dream big and make a difference.

Service Project

The 2017 LFOI teamed with the United Way in its mission to help keep books circulating through people’s lives, by creating two Little Free Libraries in the Sobro Neighborhood.

The Little Free Library stands were designed, built, and installed by the 2017 class. Their first of two Little Free Libraries was installed at The Cabbage Patch Settlement House - an organization that exists to empower families and children to be self-sufficient.

To help keep these libraries full the team collected new or lightly used books, donated from the Luckett & Farley employee-owners and their families. After the libraries were installed L&F agreed to stay involved by continuing to supply used books donated by their employee owners and supporters, as well as helping recruit volunteers to monitor the libraries and restock them with donated books. The small libraries will work on the honor system, allowing users to return and borrow books at their convenience.

2017 Class Service Project


At L&F, we believe that our employee owners are at the root of our success. This isn’t just a feel good slogan - it’s most clearly demonstrated in our longstanding commitment to our Employer of Choice Continuum. Compelling research and decades of experience show that employee ownership is a powerful tool with the means to improve corporate performance, but only when paired with what we call an “ownership culture.” So what does it mean to Think Like an Owner? The rewards of employee ownership are far greater than the more traditional “hired help” employment, but the performance expectations for each individual are greater, too. This session will provide the framework for an understanding of both ownership and leadership behaviors that will serve as the basis for this series and, most importantly, are critical for the success in any professional services firm.

CurriculumThink Like an Owner: Series Kickoff

This session will explore the research and findings that support the fact that “soft” skills matter even more for success in “hard fields”, in terms of leadership effectiveness, and development. The good news is that, unlike an individual’s IQ, EQ can be developed/honed over time – with emphasis on assessment and personal development, planning, and growth. Furthermore, the difference between those at high and low ends of the emotional intelligence scale is very large, and being at the top confers a major competitive advantage. Participants will complete an EQ self-assessment and spend time creating a Personal Development Plan to focus on their personal EQ strengths and areas of growth.

Session 1: FRIDAY, SEPT. 28

Session 2: FRIDAY, OCT. 19 The Other Intelligence: Emotional Intelligence

7:45 AM 8:00 AM – 12:30 PM

8:00 AM 9:00 AM 10:00 AM 11:00 AM 12:00 PM

Class meetingClasses will begin promptly at 8:00 AM. Please plan accordingly.

Gathering & breakfast

Typical Class Schedule


My favorite part of the Institute was building camaraderie with my colleagues while developing skills outside the typical day-to-day needs.

David Underwood Mechanical Engineer

Trust is the foundation for teamwork, relationships, and results. Successful organizations thrive because they understand that the results they want to achieve can only be accomplished through the collective effort of everyone. Trust forms the foundation for fostering a truly collaborative environment. It is the essential linkage between a team’s ability to constructively work through conflict, to gain the required commitment and accountability, and to achieve remarkable results. Participants will learn the key behaviors associated with high-trust leaders and will also learn that leadership is a relationship, without which the organization’s desired objectives are unlikely to be met nor sustained.

Collaboration & TrustSession 4: FRIDAY,

NOV. 16

Leadership is crucial to sustaining a culture of organizational excellence. We will explore proven leadership competencies and practices, and participants will identify personal strengths and challenges for each competency. We will also discuss the importance of creating a shared vision, challenging the process, and aligning their personal values with those of L&F. Change occurs when everyone within the organization is aligned, understands what is most important, and knows what they need to do to help accomplish organizational goals. Participants will explore how they are essential to enhancing and sustaining the Ownership Culture at L&F.

A/EEmployerof Choice

Best CultureEnvironment

& Reward Structure

Best Clients with the

Best Projects

Greatest Earnings

Most Resources

Attracts Top

Talent

Leadership Essentials: Aligning Vision, Values, & Culture Session 3: FRIDAY,

NOV. 2


To truly Think Like an Owner, one has to understand the business of our business. Sadly, most university architectural, engineering, and interior design programs give little attention to the business issues surrounding the typical professional services firm. As a result, most design professionals work each day not really understanding how their business works. In this session you’ll gain a much better understanding of how we make money, how we manage risk, and what our key financial performance metrics are. Design professionals who have an understanding of these items are worth their weight in gold to an organization! At the conclusion of this session, you won’t be a CPA, but you will have exposure to basic financial acumen such as critical numbers, strategies for making money, who our customers are, and most importantly, how your day-to-day behaviors affect these performance results.

This session will illustrate how strategic networking and developing strong stakeholder relationships are critical for both personal and organizational success. Every successful business person enjoys a strong professional network, but these aren’t built overnight! Networking isn’t just for marketing or business development; it’s critical for your professional development and is a required behavior in order to Think Like an Owner. A successful professional without a strong network doesn’t exist! Want to be successful? Then building a professional network is a mission-critical step! We know that opportunities and organizational success in the A/E/I environment do not happen purely by chance; rather, they depend on one’s ability to build relationships and work well with others – it all starts with learning how to recognize your Moment of Truth.

Session 5: FRIDAY, NOV. 30 Building Strategic Relationships

Session 6: FRIDAY, DEC. 14 The Business of Our Business: Financial Literacy

It helped me see the bigger picture so I could be a more effective employee-owner. Additionally, it has given me tools that I can use in my day-to-day work in how to manage meetings, individuals, and situations.

John Brockmeier Mechanical/Plumbing, Graduate Engineer


The pre-requisite to organizational improvement is the growth and improvement of associates at all levels. Developing and retaining talent is essential to the long-term success of both individual employees and the organization. Personal development and growth doesn’t just happen. Participants will gain knowledge of the importance of many factors that drive performance, such as coaching, engagement, motivation, mastery, autonomy, and purpose. In addition, participants will learn the importance in understanding how generational differences in the workplace affect performance.

At L&F, we believe that if we attract, retain, and grow the BEST A/E/I talent, we will attract the BEST clients and the BEST clients will allow us to provide the very BEST reward structure that will continue to attract and retain the BEST talent. We use our Employer of Choice Continuum to frame all management and strategic decisions because it helps to ensure we are attaining and retaining the best. This strategic initiative has been critical to achieving our firm’s positive financial results and growth.

Session 7: FRIDAY, JAN. 11 Growing & Developing the BEST Talent

This session will introduce techniques for improving group performance in collaborative tasks, and will explore specific facilitation techniques to keep groups on track and provide productive conversations and meetings. Participants will learn the fundamentals of facilitation and will apply these fundamentals to real L&F situations throughout the session. Techniques covered will include preventions and interventions for disruptive behaviors, decision-making options, and a core meeting management process.

Session 8: FRIDAY, JAN. 25 Destination-Oriented Facilitation

This program taught me that true leadership first begins with understanding, accepting, and welcoming who you truly are, so that your unique leadership style can grow to its fullest potential.

Mike Prindle Market Director - Industrial Services


Successful organizations can only achieve and maintain competitive advantage through breaking down traditional mindsets/perspectives and working together toward common objectives. Most find it easier to stick with the reality they’ve already defined and operate only from that perspective; our competitive advantage lies in our ability to learn from changing realities and respond quickly. This session introduces participants to the basics of systems thinking. Participants will learn the value of understanding multiple perspectives and how where you stand depends on where you sit. The ability to see situations and decisions from more than one perspective is experienced and how often the biggest limitations we face are those we impose on ourselves.

Participants will also spend time developing a Personal Leadership Development Plan.

This session explores why effective communication skills are a critical success factor for leaders and influencers at all levels of the organization. We will focus on enhancing participants’ interpersonal skills to engage in and effectively have those tough, candid, or crucial conversations that we all dread. Participants learn ways to improve both their personal and team performance by learning how to create an environment that is conducive to dialogue by effectively mining for conflict, creating a culture of candor, and practicing specific communication skills and strategies that will result in more effective, candid communication. This in turn, will increase both their personal and professional effectiveness.

Session 9: FRIDAY, FEB. 8 Mastering Conflict & Engaging in Crucial, Candid Conversations

Session 10: FRIDAY, FEB. 22 Wrap Up

The course helped me understand how to work more efficiently with my technical co-owners as well as sharpening my inter-personal and communication skills in general. The courses and guest speakers offered new and interesting insights into communication, critical thinking, and team building.

Klaus Schlimm Marketing Department Manager


As a Partner of The LAMP Group, Paul has more than 20 years of international consulting experience assisting organizations in learning and applying systemic thinking, executive leadership & decision-making, Lean and continuous improvement, and project management. Paul is also the Professor of Operations & Supply Management at Indiana University Southeast where his interactive and practical teaching style has earned him numerous teaching honors including Indiana University’s System-wide Distinguished

Teaching Award. His diverse clients include a variety of manufacturing and service organizations such as healthcare, building products, insurance and financial, energy production and distribution, and engineering design/build.

As a Partner of The LAMP Group, Don’s passion and focus is on leveraging his diverse knowledge and industry experiences in business, MIS, management, and leadership by developing and delivering management and leadership development programs to businesses.

Don has 18 years of industry experience during which time he held numerous management and leadership

positions primarily involved in implementing information systems. Don was a member of the senior management team responsible for establishing a corporate data center whose overall management objective was to create an organization and culture that focused on delivering results, on continually increasing its individual and collective competences and capacity, and on becoming a learning organization. In addition, Don has taught in the university environment teaching graduate courses and delivering management development programs to industry. Don holds his Ph.D. in Computer & Information Science from The Ohio State University.

Don Kalmey , Ph.D.

INSTRUCTOR

Maria is a Professional Development Facilitator with the LAMP Group. For over 25 years, Maria has been an active IT trainer, Facilitator and Project Manager. She has developed and taught management, leadership, and communication programs. Maria currently spends most of her time facilitating sessions pertaining to building trust, having difficult conversation and developing leadership skills. Maria has earned her Project Management Professional (PMP) certification.

Maria Paris

INSTRUCTOR

The LAMP Group is a professional development consultancy that specializes in creating, facilitating, and delivering customized leadership and professional development programs. We work with organizations to present engaging and learning-based sessions that are individualized and results-oriented. We believe strongly that our work should reflect the needs of our clients and we succeed in doing this by working directly with our clients to develop sessions/series that deliver results.

The LAMP Group partners with our clients to maximize both their organizational development efforts and the professional and personal development needs of their people. We are dedicated to educating people in an experiential, interactive environment with expert facilitation and personalized professional development activities.

Paul Pittman, Ph.D., CFPIM, CSCP, Jonah

INSTRUCTOR

• Your name and why do you want to participate in the program?

• What are your expectations of the program?

• Your commitment to having reviewed the scheduled class dates and times and being available to participate in every session. There are no makeup opportunities for the courses so attending every course is important. There will be assignments before each class.

• What other leadership development or professional associations are you or have you been involved with?

• Manager’s support for your participation

• The class size is limited to 10-12 participants. Our hope is that internal interest will exceed availability so as to create demand for the L&F Ownership Institute in subsequent “academic years”

Application and Selection Process

737 South Third StreetLouisville, KY 40202

www.luckett-farley.com

Complete the L&F Ownership Institute Application

The application for the L&F Ownership Institute can be found on the L&F Intranet (intranet.luckett-farley.com) as an interactive PDF form where you can fill in your answers and submit electronically. Applications should be submitted to Susan Pittman. The process is fast and easy – just provide the following information:

Applications are due by Noon Friday, August 31, 2018.

Applicant reviews will take place September 4 - 13, 2018.

The class of 2018 selections will be announced Friday, September 17, 2018.

yAll pre-work will be completed prior to the session. Show up prepared!

yParticipants will engage other participants and their Discipline Manager, relative to the content.

yParticipants will actively seek opportunities to share what they are learning with others.

yParticipants will experiment and take risks with the content to extend the learning between (and beyond) the sessions. The company expects this of all LFOI participants.

yParticipants will use the L&F Ownership Institute as a springboard for their own self-development.

Please note: Each of the sessions detailed in this brochure will include pre-read materials and will be delivered using highly interactive group discussions, real applications and problem solving and outside work to assure participants put into practice what they have learned in the integrated sessions. We will employ a variety of learning and delivery methods appropriate to the learning objectives of each session including videos, participant workbooks, self-assessment instruments, and individual and group exercises. Additionally, our design will integrate the content across the various modules so that participants understand how what they are learning relates to the other sessions within the curriculum.

Participant Expectations

ownership institute - luckett &...

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