Personality & Compatibility Assessments
Assess the Status Quo... Why?
A favorite mentor said, “If you don't know where you are aiming from you will always undershoot your target?” Knowing your distance is critical or you will miss the target every time. Even if the bulls-eye is in the center of your rifle sites, gravity sucks the bullet toward the ground.
Just like gravity, there are key business and human elements that must be understood and adjust for in order to maximize business and team performance. You might be thinking, “But I live with my team day in and day out, how can I not know our true status?”
Well, I hate to tell you this... but you have your own set of ‘Emperor's New Clothes’ just like the rest of us! Someone needs to ask you the right awareness questions (assessments) in order to nail down the full reality of your business and team so you can hit your target potential.
So, What Should be Assessed?
What makes StrataTeam unique are our human element assessments that drive a championship team. Once the team's uniqueness is understood and lived, they can attack the business elements through team collaboration!
Yes we also assess for the key business elements and help you refine your product, marketing, sales, delivery, customer service and administrative processes.
But if you first assess those particular factors that motivate and bring focused synergy, now you have something. What are those factors, you ask?
We Assess the Human Elements (Relationship Rules) that Championship Teams Exhibit, namely:
Move passionately toward a Common Vision
Enjoy Compatible Values,
Respond to the teams unique Leadership Type
Share a comparable Work Mode
Thrive within the Personality Mix,
Compensate for individual Focus Tendencies
People are motivated by much more than money. In our experience the motivator that shows up the strongest and most often is the importance one feels in their personal contribution to a strong team.
People need to see their part and know how to contribute in all of the areas assessed above. These assessments form the basis of a living document called the Team Blue Print. It becomes alive as the awareness is discussed and lived by all team members.
Add to this Teambuilding and Team Development focused on accomplishing the vision and something marvelous happens... a compatible focused synergistic team culture that wins big! And remember compatible means to understand, respect, and unify toward accomplishing the vision, and has nothing to do with being the same or cloned.
Basis for Team Profiling and Team Blue Print
This formula was discovered when Margrit had the stars align in 1998. Steve Binder (a top regional manager for Everen Securities, now Wachovia) asked,
“Why do 50% of the financial advisors who partner fail miserably while many double their production when they form teams?”
She was given the opportunity to study Everen partnerships across the USA which revealed an unexpected answer. The main key to success, ahead of the 13 common business factors, was adhering to the Six Relationship Rules above.
Then Steve asked,
“Now that we know these human elements determine team success, how do we build powerful teams?”
Given her deep academic background and practical experience in human behavior and business, Margrit developed unique Awareness Tools based on the Six Relationship Rules of her study. These tools are the core of her work with Everen and other financial planning groups as well as countless others in various industries. We have seen major results in assessing and developing “powerful teams”.
Doubling is the Target!
A Few Samples of Requests Solved by Assessments and Coaching
· “A key person is threatening to walk out of my $1,000,000/month Financial Planning Team, can you help?”
Mike - Everen Securities Des Moines IA
· “I have been looking for a partner to build a solid team for years but can never trust that it will work out? How do I know if we are a good match for a future partnership?”
Kathy - A.G., Edwards Denver CO
· “Can I afford to hire help and how do I assure they are quality people that fit?”
Gail - Payroll Solutions Albuquerque NM
· “Should I hire my own team or grow by continuing solo and outsource the rest?”
Alan – Electronics Engineer Albuquerque NM
How We Help!
StrataTeam has assisted teams with challenges large and small through every element of the team life cycle and across various industries.
StrataTeam Change Process - Each team follows essentially the same change pattern:
Assess the Status Quo (Leadership, Team, and Business Profiling)
Clarify the Vision (Team Culture, Process, Results and Rewards)
Build the Bridge (Design, Implement, and Commit to the Vision)
Follow-up (Remind, Reinforce, Recalibrate, Recommit)
StrataTeam Services - Fall into the areas of:
Personality & Compatibility Assessments
Teambuilding & Team Development Facilitation
Leadership & Communications Training
Productivity & Process Enhancement Facilitation
StrataTeam Involvement - Ranges from:
