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Energize Results Toolkit

Refresh, Review, Reenergize!

Sustaining Movement toward C2

Tara, please put in pages numbers after you edit thanks

Contents

Toolkit Introduction ……………………………………………………………………………………….3

PHI Developed Team/meeting Activities

1. “Let’s celebrate our progress and achievements”(team building activity linking to Celebrate PHI, Focused Accountability, Focused Feedback, Focused Storytelling, Focused Feedback)……………………………………………..

2. “Staying Energized in 2015” (Team Building with Energize Results/Collaboration Wins)……………………………………….

3. Closing the gaps in 2015 (Focused Accountability, Think Customer, and Action Learning, small and large group activity) …………………………..

4. Fast and Furious Feedback Exchange (Exchange Feedback, You Count, Open Up, Demonstrate Trust, individual and team development)……….

PILtools.com………………………………………………………………………………………………..

Recomended: The Four Types of Beliefs……………………………………………………….

????? about this section PIL material not used in Energize Results training

· Metholdogoy for changing beliefs

· Signs of a lack of alignment

· See it own it solve it best practices

· How to recognize when you are below the line above the line

Introduction

· This toolkit contains individual and team activities, video clips, pdf downloads from PILtools.com that can be used in small and large group meetings.

· This toolkit contains four standalone, optional activities developed specially for PHI as a way to help use Energize Results with individuals or teams.

· These activities can be used with small or large groups/teams to refresh, review and reengergize.

· Several activities will enable individual and teams to gain a deeper understanding of the Energize Results concepts like the Results Pyramid and were not part of the original Energize Results training.

· Activities are designed to reinforce Energize Results through team work, reflection and Action Learning.

· Activities are also meant to be fun, creative, and edited by users to fit their needs.

Activity 1 -“Let’s celebrate our progress and achievements”(team building activity linking to Celebrate PHI, Focused Accountability, Focused Feedback, Focused Storytelling, Focused Feedback)

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Purpose: to spend time reflecting on progress toward C2 and achievements in 2014.

Materials Needed Two flip charts or large white board

Sticky dots, post-it notes, markers

· Time: 1-1.5 hour, depends on size of group.

· Description

· Part I Energize Results Matrix

· Part II What we are most proud as a team in 2014

· Link activity from both Part I and II back to a Key Result.

Option: Use Part I or Part II as standalone activity.

Part I. Energize Results Tool Matrix

Draw the matrix below on a white board or flip charts.

Brainstorming: Each person records on post it notes, how Energize Results (Key Results, Cultural Beliefs, Results Pyramid, tools, etc.) has impacted individual and team accomplishments and relationships for the better in 2014)

As a result of Focused Accountability

Example: Laura always reminds us to “above the line”

As I result of Focused Feedback

Example: I hesitate to cc Jane on everything email

As a result of Focused Storytelling

Example: We retold the story about how IT helped us to the rest of our team.

As a result of Focused Recognition

Example: There are more recognitions at each meeting than in the beginning when they seemed forced.

When brainstorming is complete, leader/facilitator reviews post-it to acknowledge changes and accomplishments. Ask group to link entries to impact on the Key Results.

Part II: What I/we are most proud of Leader/facilitator reviews Energize Results matrix with group; each individuals then writes what they are most proud of on a post-it note. These notes are displayed on a flip chart called “We are most proud of in 2014”

· “Most Proud of” flip chart – options team can keep as reminder/display/record and send to everyone

· After everyone has posted their “most proud of”, leader/facilitator reviews and again asks about links to the Key Results.

We are Most Proud of in 2014

Individual Post it Notes from team members

And these “prouds” link to the following Key Results:

Activity 2 - “Staying Energized in 2015” (Team Building with Energize Results/Collaboration Wins)

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Purpose: This activity is designed to help a team focus on what skills and techniques they already have and what they need to manage the changes and challenges in 2015.

Materials:

· Flip charts/easels (minimum 3)

· Markers, post-it notes

· Music

· YouTube clip

Time: 1-1.5 hours, depends on size of group

Description/Outline:

· Opening Discussion: Acknowledge the many changes and challenges ahead. Use the Results Pyramid to identify negative and positive experiences and beliefs about change.

· Acknowledging the above, everyone already has some skills and techniques they have used to master past changes and challenges. Give some examples and refer to recent changes/success: Solution One, reorganization, etc.

· Let’s approach 2015 from our strengths as if we were preparing for a marathon – option: play a short YouTube clip: (Rocky scene as he is our early morning running; or a clip that fits the culture of your group.

· Rotating flip charts- option: play lively background music; small groups walk around to add/respond to each flip chart. Note; in a very large group, you will want more than 3 flip charts.

· The strengths and skills we already have used to manage change in the past

· Ways to preserve energy when we are under pressure

· What we need to stay energized

· Discussion an debriefs

Flip Charts

The strength and skills we already have used to manage change in the past

Ways we preserve energy under pressure

What we need to stay energized and meet changes and challenges ahead in 2015

Example: I stay organized

Example: I ask others for help

Example: I get up and go see a friendly person

Example: I make sure to walk outside every day

Example: I need to keep my temper and for the team to give me feedback if I don’t

Example: I need to hear success stories

Activity Summary by leader/facilitator

· We all have some skills and techniques that we have used to manage change in the past

· We need to identify what we need to manage and lead change well

· Energize Results has tools to help us identify what we need and to get what we need:

· We need to help each other stop behaviors below the line

· We need to ask and give each feedback

· We need success stories in the midst of change and stress

· We need to recognition each other

Activity 3 Closing the gaps in 2015 (Focused Accountability, Think Customer, and Action Learning, small and large group activity)

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Purpose: To combine Focused Accountability and Action Learning to plan and close gaps that need to be addressed in 2015.

This is a type of action learning?

“Action learning is a form of peer learning with a group of colleagues who work on the real live challenges they face as leaders. It is a rigorous and disciplined process that helps people develop the skill of asking insightful questions to unlock thinking.”  (Source: Ruth Cook, Director, Action Learning Associates)

This activity can be used with small or large groups. Asking questions is a key part of the process.

Materials:

Video Clip:

Youtube: Leadership: Common Mistakes Made by Newly Promoted Supervisors, Team Leaders and Managers

https://www.youtube.com/watch?v=Dde22DMuhFE ---- doesn’t work

Time: this one depends on gap complexity and the number of action learning. For example, a complex gap, might require 30 minutes or longer o “see it”. You need time to explain the purpose (15 minutes); time to identify and prioritize gaps (45-60 minutes); time for each step to be worked; time for optional rotation and feedback. Time for debrief and any additional planning that results from reaching step 3s and 4

Description/process:

Activity consideration – think about who do you need to invite to be part of this solve it. You may want people from outside your group or team who also touch the problem to be part of this solve it.

· Explain the purpose of the activity and action learning. Show YouTube to illustrate how asking questions is an important part of working above the line, being accountable and solving problems.

· First, Group/s Identify performance gaps impacting 2015. You may use gaps you identified as part of your 2014 sustainability plans.

· Second, prioritize gaps (sticky dots voting); you need to get to a short list which shows the top 3-6 priorities facing the team/group.

· Option 1 – small groups (6-8) work on the same gap. If you choose this option, give the groups time to just work on one step at a time. For example:

See it: 20 minutes

Own it: 15 minutes

Solve it: 30 minutes

Do it: 15 minutes

Process:

· Groups all get time to work on one step at a time and then everyone stops to report out.

· All groups rotate to see other teams’ flip charts (one step at a time) and give feedback

·

After each step, have all the groups circulate and give some feedback and reaction to all groups before moving to the next step.

Note: Times will verify depending on the gap you work on.

After each step, have all the groups circulate and give some feedback and reaction to all groups before moving to the next step.

· Option 2 – small groups work on different top gaps; you can still use the process of giving feedback between steps described above.

· Debrief, groups report back and additional planning, next steps, commitments are made.

Activity 4 . Fast and Furious Feedback Exchange (Exchange Feedback, You Count, Open Up, Demonstrate Trust, individual and team development

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Purpose: To encourage the use of Focused Feedback while practicing cultural beliefs of You count, Exchange Feedback, Open Up, Demonstrate Trust. The atmosphere should be lively, positive and people will need to know each other enough to give positive and constructive feedback.

Materials:

· Chairs for everyone, lined up in two rows facing each other

· 4 panel card

· Cultural beliefs

· Bell or timer or music

Time: depends on the number of feedback round you want to have. Suggest you have people move at least three times.

Description/Process

· Compare this to speed dating.

· Line up pairs of chairs facing each other

· Tell one row they are “focused feedback givers “and the other row they are the “receivers”.

· At the signal:

· Receivers asks What feedback do you have for me around name cultural belief.

· Giver responds with positive and constructive feedback using the tool language (4 panel card)

· Receiver says “thank you for the feedback”

· 2 minutes and bell rings, receivers get up and move to the next chair.

· Repeat, with receivers requesting more feedback

· Repeat 3 times or whatever makes sense for your group

· Switch, so “feedback givers” now become the receivers requestors of feedback

Summary

· Not everyone is aware of their strengths

· Hard to see our blind pots or opportunities to be even more effective

· Ask for volunteers to share either positive or constructive feedback, surprises

· Recommended option: to push the envelope and have everyone “Open Up” and “Demonstrate Trust”

· Have each person share one strength in terms of a cultural belief and one area to improve based on constructive feedback.

· The team will be stronger if each person continued to contribute their behavioral strengths and to improve their behavior that detracts from cultural beliefs (Patrick Lencioni)

SectionL: Piltools.com

___________________________________________________________________

We have included PILtools.com in this toolkit because some people have used it already to be certified but others have not reviewed this tool.

PILtools.com provides a wealth of knowledge regarding Energize Results through the "Learning Tools" and "Team Tools" (great for leaders) sections. Navigate to these "Tool" sections to tap into relevant articles, videos, 360 assessments, tools, as well as guided tutorials on the Results Pyramid, Accountability and Focused Storytelling, Feedback and Recognition, and how to integrate the tools into your work practices and processes. The site offers quick hits designed for the busy employee or leader looking to boost their knowledge or "re-energize” their team.

PIltools.com Horizontal Tool Bar

The Learning Tools Section contains:

· Getting Started

· Guided Tutorials

· Additional Resources

Within each of these sections are:

· Videos – tools/

· Assessments

· More to Explore

· Short Videos – optional

· Reading Change the Culture Change the Game

The Team Tools Section contains:

· Accelerating Culture Change

· Experiences Types

· Closing Accountability Gaps

· Exchanging Focused Feedback

·

Recommeded: Experience Types – video and guided tutorial from Team Tools Section

Took directly from piltools.com – check to see if ok

“This team tutorial will help you and your team accelerate the shift in culture from C1 to C2. By implementing The Results Pyramid® methodology, you can create powerful experiences that speed up the adoption of the desired Cultural Beliefs®. In this tutorial, you will identify Type 1 and Type 2 experiences you can create as a team to facilitate the adoption of the Cultural Beliefs.”

Video

Paired up activity, download handout

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