1. Course Check-up
Course Check-up?
Leadership and Case

2. Leadership Case
Bonuses
Groups of three

3. Answer following the 5 steps
Step 1 – Core Elements (short summary of main factors in the case)
Step 2 – Critical Issue (one sentence)
Step 3 – Relevant Theories that will help you to answer the problem
Step 4 – Options (3) – possible solutions
Step 5 – Supported Argument for the “Best” one
Step 6 – Action Plan (30 days / 90 days)

4. Skill Development
Pat calls Chris into his/her office to discuss his/her progress in selling the new index fund. Chris is now within 2 % of making quota, and Pat wants to motivate him/her into surpassing quota. Pat is confident that Chris can do better, but Chris feels that Pat is unappreciative of the substantial progress s/he has made.
Before assuming the roles imagine how you would feel in such a circumstance - plan your thoughts and then play the role.

5. Review Focus on Learning – Changing Behaviors & Attitudes
Roles: Counselor, Adviser, Mentor, Facilitator
How:
Communicate – Question, Listen, Feedback
Collaborate – Input, shared Goals, Trust
Commitment –Choice, Develop Competencies, Critical Tasks, Agreement
Influence too …

6. Let’s Chat Pat - what techniques did you use?
Chris - what techniques did you use?

7. Skill Development Opportunity to Coach
Chris calls Pat into his/her office to discuss a challenge – Pat has been performing well lately – met annual goals already. Chris wants to re-set the goals for the last month of the year.
Pat feels that Chris is pushing too hard.
Before assuming the roles imagine how you would feel in such a circumstance - plan your thoughts and then play the role.

8. Research Time Please get into your teams …
Pick a ‘Admirable’ Business Leader – create a Relevant, Sufficient, Acceptable argument in support – present why – 3 minutes.
You have 20 minutes – go!

9. Leadership Day Keys to Success: Active (Engaged)
Insight (pick ONE Big leadership message)
Focused (Align with your KEY message)

10. Next Day 28-8 Power of Teamwork Read the write-up on the webpage
BB – interview some one who remembers the series – write down their insights