ALL STYLES + DISENGAGING​

4-6 people

No facilitator input needed

90-120 minutes

 

  • Preparation: 10 minutes
  • Exercise: 40 minutes
  • Review: 1 hour 10 minutes

Instructions

Background

For this exercise, four to six group members play the role of production unit managers in the Portersquare Corporation, a company that manufactures heavy-duty household appliances. Each of you has a number of first-line supervisors in your unit, reporting to section heads. Because of the recent retirement of a section head, your senior manager has asked all unit managers to meet in order to select one of the first-line supervisors for a promotion to the vacant position.

Portersquare’s Midwest plant is downsizing, and it is common knowledge that employees at that plant are seeking to transfer to positions at your site. Your senior manager has agreed to comply with your recommendation for an internal promotion, as long as there is consensus. However, if your group is unable to reach agreement, the senior manager will consider filling the position with someone from the Midwest plant, and you will lose a valuable opportunity to further the career of a valued employee.

Each of you has reviewed the records of your own supervisors, and each of you has selected one whom you believe to be the best qualified to receive this promotion. You will be meeting today with your colleagues to discuss the candidates and decide who receives the promotion.

Because other job vacancies may occur in the future, your group must agree on a forced-ranking of the remaining candidates, based on their suitability for future promotion.

 

Preparation (10 minutes)

Quickly allocate a candidate to everyone in the group (Make sure each group member has a candidate to represent. If your group has less than six people, eliminate the candidates at the end of the list.)

Study your candidate’s description, but do not take any notes. Mentally prepare a strong case for your candidate. At the end of 10 minutes, put the description aside and do not refer to it again until after the exercise has been concluded.

Write down your Influence Objective, the Influence Style you wish to practise, and your Core Style Statement.

 

  • Influence Objective(s)
  • Influence Style or Behaviour you intend to practise
  • Core Style Statement
Candidate Description: M. Chung
  • Job Title: First-level unit supervisor, reporting to section head.
  • Employment History: Nine years with company, three in present position.
  • Education: Two years of college.
  • Personal: 33 years old; 8-year-old daughter; active in community work and religious organisation.

Good-natured personality. “In demand” on the job and in the community. Reliable. Understands job responsibilities and works to fulfil them. Writes accurate and concise reports that provide clear picture of unit’s operations. Unit produces high volume with minimum waste, and has been plant’s top producing unit for past year, even without highly skilled or specialised personnel.

Openly expresses personal pride in accomplishments, but does not brag. Makes sure others know how each project went, what problems surfaced, and how they were solved. Typically carries out assignments without argument, asks detailed questions when necessary to complete the task.

Example: Several weeks ago, auditing department requested that the unit supervisors conduct a special plant audit. Many supervisors complained to their section heads about the extra work. Chung and a few others took on the challenge without protest.

Polite, a good representative of company and of community organisations. At ease meeting new people on and off the job.

Example: Last week, section head invited several senior executives to tour the plant’s production units. Chung did not try to impress the visitors, but offered to conduct them through the unit. The conversation soon sounded as if Chung had known these executives personally for many years.

Occasionally, complains to peers about being overworked. Speaks frankly to section head about these and other concerns, including production job layouts, promotion of personnel, and so on. Balances need to speak out with concern not to overwhelm section head with petty details.

Candidate Description: H. Denucci
  • Job Title: First-level unit supervisor, reporting to section head.
  • Employment History: Eleven years with company, four in present position.
  • Education: Now attending four-year undergraduate school at night.
  • Personal: 36 years old; 10-year-old daughter; veteran and still active in Air Force Reserve unit as a master sergeant crew chief.

Attends university at night. Course work includes “Industrial Management,” which relates directly to unit’s work, and “Cost Accounting,” which is more applicable to another department’s work. Also enrolled in several company correspondence courses that have helped handle personnel issues in unit more effectively. Wishes to develop professionally. Has expressed interest in taking on other job responsibilities, such as cost accounting, at some point.

Perhaps due to military training, is able to stay calm even under intense pressure.

Example: Several weeks ago, unit was behind schedule due to excessive absenteeism. Denucci’s home caught fire (it later turned out to be a minor problem). Denucci fielded the call from a neighbour, asked another employee to take over, and drove home, all without appearing nervous or upset.

Relaxed temperament extends to dealing with direct reports.

Example: One person in unit complained bitterly about not getting the supervisor’s job that Denucci received four years ago. Employee harassed Denucci, who handled the situation well, did not become visibly angry, and ignored all provocation, including personal attacks.

Demonstrates solid ability to perform a complex job. Work involves tracking detailed materials processing operations, as well as considerable paperwork requiring extensive documentation. Is not always accurate on these reports, but readily acknowledges mistakes and corrects them.

Example: Denucci consistently makes unintentional mistakes each week when documenting waste. Recently, the accounting department surfaced such an error involving materials classification. Denucci quickly made the correction.

Begins work on time when arriving and after any break. Wastes little time talking or visiting, showing concern for other units’ deadlines. Understands how both individual and unit responsibilities fit into the “big picture” of the company’s production processes.

Example: Several months ago, a team of engineering and planning personnel suggested rearranging equipment in the unit, with links to new equipment. A few weeks before the changeover, the team briefed Denucci, who pointed out several potential problems that they had overlooked. Some of these problems could have been serious enough to halt production. Denucci had some other less critical concerns, but they were significant enough that the engineers redesigned the changeover, using Denucci as a consultant. The re-engineering team found Denucci to be decisive, knowledgeable, and confident.

Candidate Description: J. Roberto
  • Job Title: First-level unit supervisor, reporting to section head.
  • Employment History: Nine years with company, three in present position.
  • Education: High school equivalent diploma, military college credits.
  • Personal: 34 years old; 10-year-old son; veteran; active in community work; manages youth soccer league team.

Keeps employees informed. Does not take wild guesses. When unsure, checks practices and working procedures; if necessary, looks up the answer in company technical library. Employees value this, and enjoy contributing to the search for the answer. Carefully coaches employees step by step in logical sequence when they do not understand the technical response.

Despite taking time to answer questions, completes all work promptly. Feels that routine job responsibilities require the same diligence as finding answers for people.

Example: Last week, while Roberto was researching two technical problems, all unit supervisors were suddenly required to attend a safety demonstration. Roberto managed to attend the demonstration, identify detailed technical answers to the production questions, and still completed all other work on time.

Takes back work and reprocesses it when other units return it. Sometimes blames other units for these mistakes, even when evidence does not support the accusation.

When work is returned, consults with section head about the problem. Otherwise, requires little supervision while submitting detailed progress reports to section head. Alerts section head to any unusual conditions in unit. Not bothered by extensive changes in routine, even when they require considerable overtime.

Example: Last month, plant retooled in order to fill a custom order. Roberto’s unit was involved in the changeover. This was the unit’s sixth product change in two years, and each retooling was more complicated than the previous one. Equipment already in service had to be modified, new equipment installed, and employees cross-trained on both old and new equipment. Roberto was personally responsible for rearranging the work flow, planning the training schedules, and developing the training materials. The entire job was completed on time.

Candidate Description: C. Abadan
  • Job Title: First-level unit supervisor, reporting to section head.
  • Employment History: Eleven years with company, four in present position.
  • Education: One year of undergraduate work in community college 12 years ago.
  • Personal: 37 years old; two sons, ages three and six, and a nine year- old daughter; veteran; participates in civic and religious activities.

 

Very popular in local community. Spends a lot of time organising hikes, games, and sports activities. Sometimes shows more interest in community activities than work. Takes more time off than usual, and often receives permission to leave early to attend civic or religious committee meetings. Frequently talks about those activities at work. Popular at plant as well. Attracts others to lunch table and to plant softball team. Leadership and friendliness contribute to popularity.

Example: Abadan never abuses coffee or lunch breaks, and neither do direct reports. All return to work immediately after break. Abadan also sets an example by beginning work on time and housekeeping the unit.

Quick to learn. Shows insight in many technical and administrative matters. Readily admits not knowing all the answers, and not afraid to ask questions. Knows that when one person is able to ask, others will be helped.

Example: At a previous supervisor’s meeting, a representative from the plant’s “Methods” group explained upcoming changes in installation, time reporting, and unit count, all due to a new robotics arm being introduced. Abadan seemed to grasp the complex changes quickly and easily.

Readily expresses ideas in meetings and on shop floor.

Example: The other day, another unit supervisor had difficulty integrating some new work operations and discussed the problem with Abadan. A senior plant executive happened to stop in during the discussion. Rather than feel inhibited, Abadan continued to discuss the problem and contributed some valuable new ideas. Soon, Abadan’s section head arrived with two other section heads, who also joined the discussion. When the group reached a decision, one of the section heads asked for a summary of the discussion, which Abadan provided articulately and accurately.

Focuses on completing jobs according to manager’s specifications. During project discussion, seems to successfully sense what section head wants. Explores all angles and expresses opinions, but also listens, so always knows what manager expects.

Does not get upset when things go wrong. Does not blame, but instead reviews situation and notes how to avoid a future recurrence.

Example: A power failure recently occurred while Abadan was supervising the night “make-up force.” This group sets up heavy stamping equipment for the day shift, resetting and clearing all machines to eliminate excess material. Only two of the machines can be reset at one time. Due to miscommunication, three crews tried to reset their machines simultaneously, and the resulting overload blew the main power panel. Abadan quickly responded by setting up emergency lights, appraising the situation, organising the make-up force and calmly explaining to everyone what had happened. Rather than blame the crews, Abadan simply noted how the miscommunication had occurred, so that it would not happen again.

Candidate Description: T. Morris
  • Job Title: First-level unit supervisor, reporting to section head.
  • Employment History: Eleven years with company, four in present position.
  • Education: High school degree; two years non-certificate, trade school study.
  • Personal: 35 years old; one eight-year-old son, one four-year-old daughter; not active in the community.

Fine attendance record, with good health and cheerful disposition. Prompt and ready for work. Only time off during past year was for death in family. Accepts with good humour coworkers’ joking about how Morris always appears to be neat and unruffled regardless of how hectic the day is. Well-liked and accepted. Always pitches in and keeps people working toward a common goal. In a quiet, easy way, able to help people work together as a team.

Example: When Morris became supervisor of this unit, morale and work quality were poor. The finishers blamed the processors for not moving the work along fast enough. The drillers blamed the finishers for poor quality. There was a lot of conflict within each team as well. Morris began by talking with those who were complaining the most, who blamed everyone but themselves. Morris quickly involved the entire unit in an objective, organised problem-solving discussion. Morris encouraged the group to share their understanding of group objectives, point to possible causes of the poor results, and then suggest a large number of options for how to improve performance. As the meeting progressed, the group acknowledged that their greatest need was to pull together, not fight one another. The unit went to work, and before long, results were improving and so was morale.

Has broad experience in many phases of plant production and control. Able to influence crews to work comfortably together, with common understanding of goals.

Example: During recent changeover to electronic operation in the unit, different crews were having trouble coordinating dates and work schedules. Morris developed an efficient schedule and was able to show each group how their part of the changeover fit with the schedule of the other crews. As a result, many crews better understood the overall work flow. During the actual changeover, Morris provided help, while continuing to supervise routine operations.

Produces exceptional quality work, requiring little supervision. Tells section head about any upcoming plans and implementation procedures. Written and oral reports are clear, concise, and well-documented. Eager to get job done. As a result, occasionally overestimates resources needed for a job, calling for additional personnel when extra help is in fact unnecessary.

Candidate Description: B. Santos
  • Job Title: First-level unit supervisor, reporting to section head.
  • Employment History: Ten years with company, three in present position.
  • Education: High school equivalent.
  • Personal: 34 years old; two sons, ages six and nine; mildly active in community and religious organisations.

 

Can handle many responsibilities simultaneously.

Example: Recently, the section head was out sick just before a scheduled major changeover involving new equipment. The changeover involved a number of units. Santos stepped in to assist the changeover planning group while maintaining the daily work routine.

Is an articulate and compelling speaker.

Example: Several months ago, Santos met with unit employees and spoke to them about the Community Fund Service Campaign. The company president overheard the talk, and later told others how articulate and forthright Santos was. Afterwards, Santos has fulfilled many requests to talk at company or outside functions, without complaining about the extra time demands.

Able to work on special assignments and fit them into the busy daily work schedule, even if it means extra time and effort.

Example: One day in the cafeteria, Santos overheard two unit employees talking with people from another unit about a new production method they were testing. The other group expressed interest, but complained about being excluded. Santos knew that there had been no attempt to exclude others, but felt that there might well be better coordination of the test trials among the supervisors so that everyone would be informed. Santos made this suggestion to the section head, volunteered to coordinate the effort, and did so successfully and cheerfully.

Tackles difficult projects methodically and with dedication.

Example: One of Santos’ assignments was to integrate a new production job into the unit’s normal operations. Santos knew very little about the job, but took the time to ask key questions before beginning the task. Santos then formulated a thorough plan and successfully implemented each step of the integration process: training, job descriptions, quality control measures, and so on. This plan took considerable effort, including overtime and some work on weekends as well.

Works successfully with different kinds of people.

Example: Santos has ten direct reports. Some are new, and others have been at Portersquare for 10 to 15 years. This group consists of many different personalities. One employee frequently irritated the others, and in some other production units would have been disruptive. Santos worked with this person closely, offered valuable suggestions, and enlisted the employee’s cooperation to change.

Has a tendency to harshly criticise others when they fail to meet certain standards, especially concerning performance.

Example: Santos once encountered some employees of another supervisor’s group who were “goofing off” (as Santos put it). Their own supervisor had left work early. The next day, Santos strongly admonished this supervisor to exert more control, set up more rigid rules, and be present to administer them.

Has contributed innovative solutions to the unit’s systems problems in production, quality control, and safety. Initiates projects while informing the section head. Respects section head’s expertise and position, and likes the section head as a person.

 

Exercise (40 minutes)

Start recording, and meet to discuss the merits of each candidate’s qualifications. Present a strong case for your candidate. Perform your role as you would if you were the actual manager representing your employee. You should work to obtain as strong a recommendation as possible for the candidate you are personally sponsoring.

Decide which candidate to promote into the vacant position.

Then, rank-order the remaining candidates for future vacancies. Assign “1” to the top candidate (the person your group has decided to promote this time), “2” to the next most qualified candidate, and so on.

Stop recording when you have completed the task, or when 40 minutes have expired. Strictly enforce the time limit.

Review (1 hour, 10 minutes)

Now, review your exercise video. Before analysing the recording, share with your group your Influence Objective and your practice Style. 

As you review the video, give and receive constructive feedback. Tell other group members how effective they were in accomplishing influence objectives and practicing desired influence skills. Gather data about your own performance. Look for missed opportunities to use the Influence Styles and Behaviours you wished to practise.

At the end of the session take time to record useful feedback and learning in your Journal.