Weaving True Colors Through Annie’s Project Amy Durand AgStar Financial Services (Farm Credit) 1

Agenda ‣ True Colors Blending Activity ‣ Human Resources Risk Blending Activity – As management exercise True Colors and Area of Life Leadership Styles ‣ Financial Risk Habitudes ‣ Legal Risk Communications Cues 2

Human Resources Risk ‣ Managing Family Members as Employees using True Color and Area of Life as a management tool. Managing using an employees strengths Setting and managing expectations 3

Blending Activity BlueGold GreenOrange Purpose of Blending Activity: 1.Bring the group to a level of understanding and appreciating differences. 2.Help participants appreciate the various skills, talents, and abilities each person brings to any situation 3.To help participants apply these concepts to their personal life. In a nutshell: To validate everyone. Blended Ideal.

Blending Activity BlueGold GreenOrange Directions: 1.Identify ideal 2.Groups work 3.Groups Present In a nutshell: Point out the value of addressing the needs of all, while challenging, this is what we should be doing each day in every situation.

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Contextual Self Developed Self True Self As a manager, can you help shape the “contextual self” they give you? True Color & Area of Life

Core Need Social Belonging Competency Self- Actualization Freedom 9

True Color & Area of Life Intrinsic Intelligence With Materials With Strategy With People With Senses 10

True Color & Area of Life At Work ProceduralPragmaticA CatalystVaried 11

True Color & Area of Life Seeking SecurityProblemsRolesStimulation 12

True Color & Area of Life As a manager Traditionalist VisionaryCatalyst Troubleshooter 13

Leadership Styles Expects Punctuality Right way to do things Follows Tradition Rules Detailed Threatened by change Takes Time Policies, SOP, Procedures Craves Feedback “Family Spirit” Develops Others Democratic Encourages Change Expects Development Unstructured Expects intelligence & competence Relevancy Improves Systems Visionary Analytical Encourages Improvement Constantly In-Process Expect Follow Through Expects Quick Action Assumes Flexibility In the here and now Performance Oriented Welcomes Change Institutes Change Quickly Expects fun 14

Financial Risk ‣ Habitudes Card Sort Behaviors and decisions related to saving, spending, earning, giving, debt and investing Aligns well with Financial Analysis discussions Aligns well with True Colors Cards available on amazon 15

Habitudes Directions: ‣ Turn over the blue cards. ‣ Read each statement, put it with the corresponding true statement. ‣ Focus on the That’s Me stack. Sort by Habitude. ‣ Prepare to interpret. 16

Habitude Types 17 TypesWhat Habitudes Reflect SecurityMoney helps you feel safe, secure and in control. SpontaneousMoney encourages you to enjoy the moment. StatusMoney helps you present a positive image. GivingMoney helps you feel good by giving to others. CarefreeMoney isn’t a priority. You just let life happen. PlanningMoney helps you achieve your goals.

Legal/Institutional Risk ‣ Succession and/or Transition Planning ‣ Crucial Conversations ‣ Communications 18

Communication Clues Relationships Significance of… Future Bettering… Talk About Metaphoric Global Intense Flowing Language Listen Reveal Truth Realize Ideals Crusade Behaviors 19

Communication Clues Obligations Experience Concern Traditions Talk About Comparative Factual Detailed Quantitative Language Cautious Follow Rules Accept Authority Avoid Wasting Behaviors 20

Communication Clues Ideas Theories Strategies Future Talk About Scholarly Hypothetical Qualify/ Disqualify Deductive Language Logical Categorize Progress/Vision Design/Engineer Behaviors 21

Communication Clues Actions Activities Luck/Chance Courage/Fun Now/Next Talk About Stories Anecdotes Colloquial Quotes Impactful Language Observe cues Take Risks Negotiate Get Response Behaviors 22

AgStar Financial Services, ACA 1921 Premier Drive Mankato, MN AgStarEdge.com AgStar Financial Services is an equal opportunity employer, lender and provider. AgStar and AgStar Edge are trademarks of AgStar Financial Services, ACA. ©2015. All rights reserved. This content is provided for general informational purposes only and should not be construed as legal, tax, accounting or any other professional advice or opinion. You are urged to consult a lawyer, accountant and other competent professionals concerning any specific questions you may have and your particular facts and circumstances. Amy Durand AgStar Financial Services, ACA