Creating Your Personal Leadership Plan Presented by: Lisa B. Horowitz, JD, MSOD Attorney Talent Strategy Group, LLC DFA Flex Success Leadership Institute October 29, 2015

Overview  Introduction  Setting the Stage  Levels of Leadership: Self, Others, Firm  Competencies  Charting Your Course  6 Stage Process  Creating Your Plan 2 © Attorney Talent Strategy Group 2015

“Leadership means not only having a dream but claiming that dream and the role you want to play in it.” Bennis & Goldsmith, Learning to Lead 3 © Attorney Talent Strategy Group 2015

“The process of becoming a leader is an arduous albeit rewarding journey of continuous learning and self- development.” Linda Hill, Becoming the Boss, Harvard Law School professor and author 4 © Attorney Talent Strategy Group 2015

Objective  Empower you to take charge and claim your leadership role with courage, confidence and GRIT 5 © Attorney Talent Strategy Group 2015

Setting the Stage © Attorney Talent Strategy Group

Setting the Stage  3 “levels” of leadership  Leading “self”  Leading “others”  Leading an “organization” Goleman, The Focused Leader; Charam, The Leadership Pipeline 7 © Attorney Talent Strategy Group 2015

Setting the Stage: Leadership Competencies Self-Awareness Emotional Self-awareness Accurate Self-Assessment Social Awareness (ability to understand others) Empathy Organizational awareness Political savvy Self-Management (ability to self-regulate, self-develop, self- motivate) Self-control GRIT/Resilience Courage Growth Mindset/Optimism Authenticity Adaptability Initiative Achievement Social Skills ( ability to manage relationships, build networks, find common ground, build rapport) Communication Influence Develop Others/Inspire Conflict Management Build Relationships/Trust Teambuilding/Collaboration Leverage Diversity 8

Setting the Stage: Leadership Competencies  Insights of successful women lawyers on competencies that distinguish successful women leaders:  Be true to yourself  Have a vision and communicate it  Chart your own course and communicate it  Build relationships  Be optimistic  Take risks  Toot your own horn  Speak up  Source: Learning to Lead 9 © Attorney Talent Strategy Group 2015

Charting Your Course © Attorney Talent Strategy Group

Who has a plan? © Attorney Talent Strategy Group

Your Plan is your ROADMAP © Attorney Talent Strategy Group

Creating Your Leadership Plan  6 Step Process  Step 1: Articulate your Vision  Step 2: Individual Assessment  Step 3: Got Goals!  Step 4: Action plan your way to success  Step 5: Communicate your plan  Step 6: Monitor your progress © Attorney Talent Strategy Group

Step 1: Articulate Your Vision Where do you want to be?  Why do you want to be a leader?  What does it look like to you?  Exercise: Articulate your vision  1 year? 3-5 years? 10 years? 14 © Attorney Talent Strategy Group 2015

Step 2: Individual Assessment  Where are you now?  Your strengths, weaknesses, differences, passions, emotions, fears, motivators, values and their impact on your performance and on others  Defining moments that taught you valuable lessons  Prior/current leadership experiences 15 © Attorney Talent Strategy Group 2015

Step 2: Individual Assessment  Self-assessment fosters confidence and courage  Knowing your abilities allows you to play to your strengths which gives you confidence, a presence that others want to follow  Self-assessment and self-awareness foster authenticity  Authenticity--Being true to yourself- broadly viewed as critical to being an effective and trusted leader 16 © Attorney Talent Strategy Group 2015

Step 2: Individual Assessment Tools  Assessment Tools  Evaluations; Feedback on assignments  Leadership Legacy Assessment: tml tml  Strengthsfinder— US/Index --$10.00  LPI-Leadership Profile— $20.00  GRIT— 2pZW9qR  EI-- intelligence-quiz.aspx  Growth Mindset— p 17 © Attorney Talent Strategy Group 2015

Step 2: Individual Assessment Exercise: SWOT StrengthsOpportunities WeaknessesThreats 18 © Attorney Talent Strategy Group 2015

Step 3: Got Goals!  Make “vision” happen  Build on Individual Assessment  SWOT/Values  Close “Gap” with your Goals and Action Steps 19 © Attorney Talent Strategy Group 2015

Step 3: Got Goals: Effective Goals are SMART  S pecific  M easurable  A cceptable  R ealistic/Results-Oriented  T ime-Bound © Attorney Talent Strategy Group

Specific Goals  What —do you want to accomplish?  How —will you accomplish this goal?  Who —can help you accomplish this goal?  When —do you expect to achieve this goal? © Attorney Talent Strategy Group

Measurable  Goal should incorporate concrete criteria to determine success or failure  Targets keep you on track  Reflect tangible evidence of completion © Attorney Talent Strategy Group

Acceptable  YOU must OWN your goals  Goals must be “ heartfelt ”  You know your strengths and weaknesses © Attorney Talent Strategy Group

Realistic  A goal must represent an objective toward which you are both willing and able to work  You decide how high your goal should be  Plan to do things you are likely to do © Attorney Talent Strategy Group

Time-Bound  Determine when you plan to work on your goal  Limit timeframe A goal is a dream with a deadline © Attorney Talent Strategy Group

Step 3: Potential Leadership Goals © Attorney Talent Strategy Group

Step 3: Leadership Plan Template  Attachment © Attorney Talent Strategy Group

Step 3: Got Goals!  Exercise: Write down/share 3 SMART leadership goals (Template) © Attorney Talent Strategy Group

Step 4: Action Plan Your Way to Success  Identify SMART action steps for achieving your goals  Include time frame and resources  Consider potential challenges and alternatives © Attorney Talent Strategy Group

Step 4: Action Plan Your Way to Success  Exercise: Action plan your goals/Share © Attorney Talent Strategy Group

Step 5: Communicate your Plan  Share your plan and seek feedback  Discuss plan with your mentor, sponsor, personal BOA  Discuss plan with your PGL  Others? © Attorney Talent Strategy Group

Step 6: Monitor Progress  Monitor progress monthly/bi-monthly  Make adjustments © Attorney Talent Strategy Group

Best Practices  Own responsibility for your leadership development  Seek regular feedback—be receptive  Be courageous and GRITTY  Be proactive—see stretch opportunities  Be optimistic and persevere © Attorney Talent Strategy Group

Step 1: Individual Assessment Reading/Bibliography  Learning to Lead, ABA Commission on Women  Primal Leadership by Daniel Goleman  Articles :  The Focused Leader by Daniel Goleman  Discovering Your Authentic Leadership by B. George, P. Sims, A. McLean, D. Maye  The Authenticity Paradox by Herminia Ibarra  Managing Yourself: Stop Holding Yourself Back, by A. Morriss et al. (self-management)  Learning, Discovery & Courage by K. MacKay, ABA Law Practice (Jan/Feb. 2015) 34 © Attorney Talent Strategy Group 2015

Questions? Please feel free to contact me: Lisa B. Horowitz, JD, MSOD Founder and Principal Strategist Attorney Talent Strategy Group | © Attorney Talent Strategy Group