1. Insights Discovery An Introduction Beginning the Journey …
Getting started
Share with the group a little bit about yourself Why are you here? Do you have a
compelling (yet quick!) personal story about the impact of Insights Discovery that you can share? Consider the kind of energy you are putting into the room and the expectations you are setting.
National Council – Board Retreat

2. Today is about connections
Today is about connections – Insights Discovery and personal effectiveness
are about connections – specifically improving them! Have you ever wanted to connect with someone, or needed to, and noticed that their different personal style can at times prevent you from establishing a good connection with them?
With a little effort, we can make better connections more often.
Ask your participants to turn to the first page of their Beginning the Journey journal, write their name and then ‘pick their person’ i.e. write down the name of someone in their life who they would like to improve their relationship with.
Who do you need to connect more with?

3. A child at play
“Man is most nearly himself when he achieves the seriousness of a child at play.”
– Heraclitus
This is a great way to set the tone and share the intention that the day be fun, and filled with experimentation and interaction. Suggest that they approach everything with an attitude of curiosity and a willingness to try things out.

4. Who am I?
Ask participants to complete the sentence, “I am …” noting down between responses in their journal, on the first page around the ‘Who Am I?’ question.
On completion, invite them to circulate and introduce themselves to as
many of the group as time allows, using a different answer with each
person they speak to. This is a high energy activity, and creates a buzz in
the room right away.

5. The Steps to Personal Effectiveness
Learn how to adapt your behaviour to interact more effectively with others
Step 4
Take action and put your learning into practice
Step 1
Explore and discover more about yourself
Share the four steps to personal effectiveness, that we will be taking in this process. These are essentially the objectives for the day.
Ask participants if they have any additional objectives for the session.
Capture these on a flip chart and post on the wall. You can refer back to these in
your close.
Step 2
Learn how to recognise and appreciate others’ differences

6. You will see the world differently from the way other people see it.
Perception
You will see the world differently from the way other people see it.
Start with a general discussion about perception. If possible use an object in the room to illustrate seeing it differently
Questions to ask on this slide:
Can everyone see two different ladies in the image? How difficult is it for you to see the other image? What does it take to shift your perception?
How old is the lady in the image? What’s her story? What’s her life like? What about the young lady? What is her life like?
When have you experienced a situation where you saw things one way and someone else saw them very differently? What was the impact of this? How did you
resolve your differences? How can you overcome any biases in your perception?

7. The Results Pyramid®

8. cheerful reflective concise challenging caring assertive enthusiastic
determined
firm
factual
well-argued
reliable
accommodating
objective
active
steady
fun
sensitive
accurate
tactful
driving
constant
structured
harmonious
strong-willed
purposeful
convincing
cautious
calculating
amenable
persuasive
patient
influencing
diplomatic
logical
sociable
outgoing
courageous
co-operative
forceful
conventional
optimistic
mobile
friendly
stable
consistent
decisive
correct
loyal
calm
daring
analytical
engaging
exact
impulsive
realistic
Ask participants to consider how they describe themselves; what words would they choose?

9. cheerful reflective concise challenging caring assertive enthusiastic
determined
firm
factual
well-argued
reliable
accommodating
objective
active
steady
fun
sensitive
accurate
tactful
driving
constant
structured
harmonious
strong-willed
purposeful
convincing
cautious
calculating
amenable
persuasive
patient
influencing
diplomatic
logical
sociable
outgoing
courageous
co-operative
forceful
conventional
optimistic
mobile
friendly
stable
consistent
decisive
correct
loyal
calm
daring
analytical
engaging
exact
impulsive
realistic
cheerful
reflective
concise
challenging
caring
assertive
enthusiastic
determined
firm
factual
well-argued
reliable
accommodating
objective
active
steady
fun
sensitive
accurate
tactful
driving
constant
structured
harmonious
strong-willed
purposeful
convincing
cautious
calculating
amenable
persuasive
patient
influencing
diplomatic
logical
sociable
outgoing
courageous
co-operative
forceful
conventional
optimistic
mobile
friendly
stable
consistent
decisive
correct
loyal
calm
daring
analytical
engaging
exact
impulsive
realistic
See if they notice any colour themes on the words that they were drawn to.
Ask participants to look at the list of words on page 12 of the workshop journal and
circle the ones that they feel most accurately describe them. They then count
up how many words of each colour they have circled and note the scores at the
bottom of the page.
Option – They may also put a cross through the words that they feel definitely
do not describe them and count up the number of crosses in each colour.
Ask participants to list any additional characteristics they would use
to describe themselves. Suggest they refer to what they wrote about themselves
in the opening “Who am I?” activity (3-5 minutes here).
Remember you are starting to help participants find the ways they personally
relate to each colour energy. The words they pick are part of their connection
and how each energy is expressed by them – and it will likely be different from
what their colleague is picking.

10. Your Colour Energy Mix Aggressive Controlling Driving Overbearing
Intolerant
Excitable
Frantic
Indiscreet
Flamboyant
Hasty
Docile
Bland
Plodding
Reliant
Stubborn
Stuffy
Indecisive
Suspicious
Cold
Reserved
Competitive
Demanding
Determined
Strong-willed
Purposeful
Sociable
Dynamic
Demonstrative
Enthusiastic
Persuasive
Caring
Encouraging
Sharing
Patient
Relaxed
Cautious
Precise
Deliberate
Questioning
Formal
Provide a balanced view of each colour energy and give equal air time to the good and bad day description of each colour energy - help your participants find their style through your descriptions.
Bring the colour energies to life, both in the words you choose, and how you might
demonstrate the energy as you describe it. Remember to walk the fine balance
of demonstrating, without over-simplifying or making colour energy caricatures.

11. Your Colour Energy Mix
We each have all four colour energies within us; it is the combination of the four energies that creates the unique YOU.
Once you have described both the good day and bad day characteristics of the colour energies, ask the participants to see if they can link the characteristics they wrote on page 13 with the colour energies.

12. Order your blocks
Then ask them to order their blocks in their preferred order. They can share this with a partner or with the group, explaining why they have this perception of themselves.

13. Individuals with a preference for Fiery Red energy …
Are active and move in a positive and firm direction
Have a strong determination that influences those they interact with
Are single-minded and determined in their focus on results
Ask participants to consider, and capture in their workshop journal, when they have
effectively used Fiery Red energy. Remind them for some people this will be easier to do as Fiery Red energy is an energy they are more inclined to use, and for some it may be more difficult as they may be more reluctant in using it. Once you have
given the group 2 or 3 minutes to think about using their Fiery Red energy,
ask if anyone is willing to share what they wrote. Listen to what they share
and highlight where you hear the Fiery Red energy (or ask the group where
they heard it).
Approach others in a direct and straightforward manner
Seek an outcome that is specific and tangible
© The Insights Group Ltd, All rights reserved.

14. Individuals with a preference for Sunshine Yellow energy …
Radiate enthusiasm and encourage participation
Approach others in a persuasive, engaging and inviting manner
Enjoy and seek the company of others
Repeat the exercise with sunshine yellow energy.
Make sure you spend an equal amount of time on each colour.
Have a desire to be involved
Like to be noticed and appreciated for their contributions
© The Insights Group Ltd, All rights reserved.

15. Individuals with a preference for Earth Green energy …
View the world through what they value and what is important to them
Defend what they value with quiet determination and persistence
Seek harmony and depth in relationships
Repeat the exercise with earth green energy.
Make sure you spend an equal amount of time on each colour.
Ensure all individual perspectives are heard and considered in making choices or decisions
Prefer democratic approaches that respect the individual
© The Insights Group Ltd, All rights reserved.

16. Individuals with a preference for Cool Blue energy …
Desire to know and understand the world around them
Value independence and intellect
Maintain a detached and objective standpoint
Repeat the exercise with cool blue energy.
To conclude, ask participants to reflect on which colour energies they found easy to find examples for. It is also important that they recognise at least one example for each colour energy, to reinforce that we have access to all four.
Think things through before committing to action
Like information to be accurate and complete before proceeding
© The Insights Group Ltd, All rights reserved.

17. Colour Energy Summary Strengths Frustrations
Go to the flip chart of what you believe is your most preferred colour energy.
Capture the value you believe this colour energy contributes.
How could you/the business benefit from more of this colour energy?
Go to the flip chart of what you believe is your least preferred colour energy.
Capture what frustrates you about using or working with this colour energy.
How could you/the business benefit from more of this colour energy?
Split the participants into four groups by dominant colour energy. Follow the instructions on the slide.
To conclude the exercise, review all four flip charts for key points highlighting
the gifts and possible liabilities of each colour energy, and when used well, what
benefit it can bring. This is intended to be a fast paced review of the key points of
the colour

18. The Jungian Preferences
“Every advance, every conceptual achievement of mankind has been connected with an advance in self awareness.” – Dr Carl G Jung
Ask the participants to fold their arms in their normal way and notice how it feels.
Then ask them to cross their arms in the opposite way. For most people this feels
a bit awkward and uncomfortable. Share with them, that if left in that position for
a while, at some point we are all likely to flip our arms back to our normal or most
comfortable preference. Link this to the idea of psychological preferences – we have a habitual way of responding; if asked to do things differently we are able to with conscious effort but it does not always feel comfortable. In time, without continuous conscious effort, we often go back to our usual preference.

19. Your ‘Attitude’ Introversion Extraversion Quiet Observant
Inwardly focused
Depth focused
Intimate
Reserved
Reflective
Thoughtful
Cautious
Extraversion
Talkative
Involved
Outwardly focused
Breadth focused
Gregarious
Flamboyant
Action oriented
Outspoken
Bold
Do a quick recap of what was experienced in the stepping exercises and go over the key differences in the attitudes.
It is important to emphasise that our use of the preferences is on a continuum rather than being an either/or choice.

20. Your Decision Making ‘Functions’
Thinking
Formal
Impersonal
Analytical
Detached
Objective
Strong-minded
Competitive
Particular
Task focused
Feeling
Informal
Personal
Illogical
Involved
Subjective
Flexible
Accommodating
Ambivalent
Relationship focused
Review the decision making functions and again emphasise that our use of the preferences is on a continuum rather than being an either/or choice.

21. Jungian Preferences and the Colour Energies
Extraversion
Introversion
Thinking
Feeling
Show how these two pairs of preferences combine to form the basic characteristics of the four colour energies (page 29). Use slide animation to summarise which colour energies share introversion, extraversion, thinking and feeling.
Ask participants to plot their preferences in their journal (centre of p29)

22. When you see the next slide, write down what is there for you.
You are about to look at a third set of preferences, the perceiving functions, Sensation and Intuition
Stick with these words as you go to the next slide – so you don’t ‘lead’ the participants’ descriptions.

23. Simply show this picture without introduction and ask the group to call out the words that come to mind.
Draw a vertical line down a flipchart and record the groups responses in 2 columns, the left hand side for Sensation responses the right hand side for Intuition.
Once responses have stopped, ask the group what they notice about the two list of words. Be careful not to let them confuse the lists with Thinking and Feeling.
Introduce the concept of Sensation and Intuition, one being here and now, factual and specific. The other being more conceptual, bigger picture, applying some pattern or interpretation to the information.

24. Your Perceiving ‘Functions’
Sensation
Specific
Present-oriented
Realistic
Consistent
Down-to-earth
Practical
Precise
Factual
Step-by-step
Intuition
Global
Future-oriented
Imaginative
Unpredictable
Blue-sky
Conceptual
General
Abstract
Spontaneous
Using the slide, expand further on the differences between sensation and
intuition.
Ask participants to complete the self-assessment process on page 30 of the
workshop journal.

25. Sensation and Intuition
19 July 2011
A combination of Fiery Red with Sensation
A combination of Cool Blue with Intuition
A combination of Sunshine Yellow with Intuition
A combination of Earth Green with Sensation
A combination of Cool Blue with Sensation
A combination of Fiery Red with Intuition
Using the slides with the two different statements for each colour energy, read out the statements and ask the participants to identify, for each colour energy, which
statement is more sensation and which is more intuition. Remind the participants that sensation and intuition are present in every quadrant and reveal different flavours of each colour energy.
Questions to conclude section on preferences:
Which of the Jungian preferences do you tend to use most often?
Which do you rarely use and which do you over use? What impact does this have?
How does an awareness of these preferences help you to understand yourself and others?
Sensation and Intuition
in every colour energy
A combination of Sunshine Yellow with Sensation
A combination of Earth Green with Intuition
Insights Pilot

26. The Eight Types
Once you have guessed the highest and lowest colour energy preferences for each person, determine, based on that information, what you would expect their 8 type to be.

27. The Eight Types On a good day On a bad day Likes Goals Fears
Self-disciplined
Blunt
Rigorous thinking
Excellence
Criticism
Dedicated
Insensitive
Problem solving
Perfection
Lack of respect
Pragmatic
Critical
Ask participants to review the eight type summary content in the workshop journal
(page 33) and consider what they might do differently to better interact with each
person. Have them write this down on page 38 or 39, where they identified the
behaviours for that individual.

28. Check
your blocks
Ask participants to look at their order of blocks again and check if they are still happy with their order. Invite them to change them if their perception has changed.

29. The Insights Discovery Personal Profile:
Face Validity
Invite the participants to read the Overview section. From the outset, it is important
that each individual connects with their profile and feels fully engaged with it.
Establishing trust in the content of the profile is an essential starting point. When
people believe that the content of the profile is accurate for them, you have
established ‘face validity’.

30. Review the Overview (pages 5 - 6)
Put stars ** next to any statements you believe are particularly accurate.
Put a ? beside those statements you believe do not describe you. Rather than stick on a specific word, consider the whole or half sentence.
Remember to seek feedback from someone you trust on any statements in your Profile which you are not certain describe you.
Check face validity as described in the slide and invite them to share in pairs what stood out from the overview. Suggest they complete questions on p41 of the journal.
Refer to the Delivering Insights Discovery practitioner guide for hints, tips and questions on how to work with he overview.

31. Colour Energy Dynamics
Graph I
Conscious Persona
The portrait picture of you
Aware of your behaviours
Graph II
Less Conscious Persona
The candid photograph
Less aware of your behaviours
Briefly explain Graphs and Wheel:
The conscious graph, on the left, is a direct result of how you completed the evaluator. This is how we want the world to perceive us when we’re conscious about our interactions. It indicates our chosen preferences for each of the colour
energies.
The graph on the right is the less conscious graph, which was also derived from how you completed the evaluator, based on Jung’s theory of polar opposites. This is how the world might perceive you when you’re not consciously interacting with them.
Your less-aware reactive style.
Think of the photos you post on Facebook; you have chosen them and want to share them with your Facebook friends. It’s the ‘you’ you’re putting out there, your conscious graph. Now think about those photos you get tagged in; someone else is seeing you. You don’t choose these photos, the people you interact with do. When you first get tagged, you are not managing how the ‘Facebook’ world sees you. This is like your less conscious graph.
Encourage pair shares / coaching on the graphs so that each individual has an opportunity to talk about what the graphs mean to them and how their colour dynamics show up in their behaviour. Delegates can jot down notes on p44 of their journal.
Preference Flow
Where you were channelling your energies when you completed the evaluator

32. Insights Discovery 72-Type Wheel
Ask participants to turn to the wheel page in their profile. Then, share the names
of the three rings of the wheel (focused, classic and accommodating). Share that
only two factors determine an individual’s wheel position for either their conscious
or less conscious graphs – the order of the colours and how many are above the line.
Someone may say “I only have one pie graph”. You then have the opportunity to explain that in some positions, the order of colours and the number above the line do not change between the conscious and less conscious graphs, so these pies are on top of each other.
Share open discussion about participants’ wheel positions.

33. Working with Your Insights Discovery Personal Profile
Explain that we will now be focusing on some of the other pages of the profile.
Select the pages and exercises that are most relevant to the group. E.g. Key Strengths and Possible Weaknesses, Effective Communication

34. From the Conscious Graph in your Profile, order your blocks
Again ask participants to go back to their blocks and see if their perceived order from earlier in the day is the same as in their profile. Ask them to change them if necessary to match the order on their conscious graph.

35. Recognising Types
Every time you meet someone you have the opportunity to practise your skill of recognising and adapting to their colour energies.
Open a discussion on how you can recognise the colour energies in action encouraging ideas from the group about what they would look out for. Ask them to note down what they would expect to see for each of the colour energies.

36. Adapting and Connecting Exercise
Arrange in two rows facing each other. In this activity, you will be asked to practise using each of the four colour energies in turn for one minute each. The intention is to positively influence the other person.
Take time to set this exercise up so everyone has clarity. Once you get started, it can be fast and furious!
Choose topics that are specific and related to the client’s business, e.g. if you are
working in a pharmaceutical company find a scenario that relates to that world, such
as selling a drug to a medical professional. Some scenarios that can easily be amended include influencing the person opposite to:
• Move to your town/city
• Join your organisation
• Join your team
• Take over your job
• Attend this course
Once arranged in two rows, explain that one side are the influencers and the other side are those being influenced.

37. Adapting and Connecting
Use your Cool Blue energy to …
Those being influenced are first asked to act as if they have dominant Cool Blue energy. The influencers are given one minute to adapt and connect with their
partner and see if they can influence them to ……… (insert whatever scenario you have chosen).
After a minute, ask them to raise their hand if their influencing was successful. Then move round to face a new partner and swap roles.

38. Adapting and Connecting
Use your Fiery Red energy to …
This time those being influenced act as if they have dominant Fiery Red energy and those doing the influencing work with a different topic. Repeat as before.

39. Adapting and Connecting
Use your Earth Green energy to …
Change partners and roles again and repeat, acting as if the person being influenced has dominant earth green energy.

40. Adapting and Connecting
Use your Sunshine Yellow energy to …
Repeat again one more time with sunshine yellow energy as the focus

41. Adapting and Connecting
Cool Blue
Fiery Red
Be well prepared and thorough
Be direct and to the point
Do not be flippant on important issues
Do not hesitate or waffle
Do not push them to make quick decisions
Do not tie them down with routine
Summarise key tips for each colour energy. Remind participants this is not about being something you are not, this is about a small change – dialling down your dominant energy by a little, and dialling up their dominant energy by a little.
This will do wonders for improving your ability to connect.
Be patient and supportive
Be friendly and sociable
Earth Green
Sunshine Yellow

42. Personal development We are what we repeatedly do.
Excellence then is not an act but a habit.
Have a discussion with your participants about the need to develop the skill and habit to successfully adapt and connect better with others. Relate this back to the learning attitude of children, and their persistence to learn a new skill.

43. Committing to Action What is your goal? Why? Actions Engage Support
Share the G-WAVE process with the group and ask participants to complete a G-WAVE individually.
Invite the participants to come around the outside of the mat, around their quadrant if they would like. Ask the participants to take turns and share the action they have committed to with the group.
Visualise

44. Your Journey Continues …
How will I adapt my behaviour?
What is my key action?
What did I discover about myself?
What do I appreciate about the styles of others?
While everyone is still on that mat, share your final slide with the steps ‘Your Journey Continues’. Invite participants to reflect on these after the workshop. Suggest they capture any thoughts and ideas in their journal.
You might also want to share some ideas for how the participants can keep the
Insights Discovery language alive as they return to their work worlds.

45. Ann McCloskey ann@mccloskeyconsulting.com
Thank the participants for their time and energy, and share the last slide
with your contact details in case they have any questions.
WELL DONE!!