Leadership

The owners of the Succession Institute (SI) have been working with CPA firms, CPA Associations and companies of all sizes, have been teaching leadership materials and coaching individuals to become better managers and leaders for decades. During this time, they have developed materials and delivered everything from keynote speeches and 1 day workshops, to week-long training on this subject matter. Dr. Paul Hersey's teachings and research conclusions from his best-selling book Situational Leadership® have always been a foundation for their understanding of how to develop leaders and leadership skills.

Because of this appreciation, the Succession Institute requested and was granted special Affiliate privileges by the The Center for Leadership Studies, Inc. so they could incorporate Dr. Hersey's materials into their programs.  As you may have seen when reviewing the "Day Long to Multi-Day Workshops" section of the website, the Situational Leadership® materials are part of their standard curriculum.  SI is now rolling out the training below to CPA Associations, CPA firms, and the businesses they serve, as well as the heavy highway construction industry, to help them better develop their leadership/ managerial capability.

When asked why SI switched from teaching just their own course materials to including those provided by The Center for Leadership Studies, the answer was simple, "Not only are Dr. Hersey's materials excellent, as the founder of the field of Organizational Behavior, his research and teachings are the most field tested and practical to implement. The problem with most leadership training is that while it is interesting and espouses values and ethics you should live by, it doesn't teach you how to better lead and manage. We should know ... We've been teaching in this area for a long time. With Dr. Hersey's materials, the training and feedback mechanisms are in sync and designed to help the leader -- and those that follow -- evolve.  After you leave this course, you are armed with a practical approach to management that can be implemented instantly.  One final point! Dr. Hersey's training has predominantly been to the Fortune 1000 level of company because of the resources required to support programming of this high caliber. As an affiliate of The Center for Leadership Studies, SI is well positioned to bring a new level of excellence to leadership and management training, as well as coaching, at a price the small and medium sized companies and firms we serve can afford."  Both Bill Reeb and Dom Cingoranelli are Certified Situational Leadership Instructors.


Situational Leadership®
Developed for The Center for Leadership Studies, Inc.
by Dr. Paul Hersey, COO

Situational Leadership® is a two-day seminar that helps managers and/or supervisors understand how people are influenced and how the principles of the program can be used to develop strategies for increasing your organization's productivity and improving the quality of your manager's effectiveness.   cingoranellihersey2.jpg
Dom Cingoranelli and Dr. Paul Hersey

By focusing on the skills necessary to constructively influence employees, Situational Leadership® complements and strengthens any existing management system. 

Situational Leadership® is a proven and powerful skills-based program that teaches managers/supervisors how to vary their leadership style to match the behavioral needs of the individual or group they're attempting to influence, leading to improved employee performance. This frees your management from the day-to-day activities of their people and allows them to concentrate on longer-term strategies. Situational Leadership® helps managers develop employees and teaches them how to reverse an employee's faltering performance. This is done by achieving the following learning objectives:

  • Understanding how effective leaders vary their leadership style to match the readiness level of each of their followers
  • Learning how Situational Leadership® can be used to develop followers, and how it can also help reverse a follower's faltering performance
  • Illustrating how to manage differently in various situations for achieving greatest results

At the conclusion of this seminar, the participants will be able to identify how able, willing, and confident a follower is to complete a work assignment. The leader will be able to adjust his/her leadership style to the most effective type resulting in less frustration, less misdirection, fewer misunderstandings, and fewer mistakes.

Situational Leadership® is one of the most widely accepted leadership development programs in the human resource arena. This is supported by:

  • Over 10 million managers have been trained worldwide
  • The program is in 16 languages, actively trained in 40 countries

This program has been updated and revised to reflect current business situations.

This seminar teaches managers/supervisors the necessary skills to increase unit morale and productivity. This program is for:

  • Leaders - all levels
  • Followers - who wish to understand dynamics of leadership
  • Organizations with the following problems:
    • large number of inexperienced managers
    • leaders who over manage
    • leaders who are promoted for technical expertise
    • leaders whose followers need development
    • leaders who need strategy for performance problems
    • lack of two-way communication between leaders and followers

Methodology

This course uses several different tools to ensure that participants acquire the concepts and skills:

  • Prework - assessment instruments for leadership style feedback from others in the organization
  • Self-assessment instruments
  • Written exercises
  • Video presentations
  • Behavior modeling examples
  • Discussions on real life situations
  • Case studies
  • The simulator board game
  • The development of action plans
  • Post workshop activities working with those they are attempting to influence

Together these components make up a highly interactive and effective learning system.

You will find Situational Leadership® worth exploring if your training objectives include influencing your employees in what they're supposed to do, challenging your employees to increase their skill levels and gaining commitment and productivity from your people.

Course Content Outline

Training - Day 1

Module 1: Leader Behavior
  • What is Leadership?
  • Leadership Self-Assessment
  • Leader Behaviors
  • Leadership Styles
Objectives:
  • Identify the fundamentals of leadership.
  • Assess your current leadership style.
  • Determine whether a leader's task behavior is high or low.
  • Identify indicators for each of the four leadership styles.
  • Determine which leadership style a leader is using for a particular task.

Module 2: Leadership and Readiness
  • Follower Readiness
  • Leadership Styles and Readiness Level
  • Your Leadership Style
Objectives:
  • Identify indicators of ability and willingness.
  • Determine the readiness level of a follower or group of followers for a specific task.
  • Identify which leadership style to use with a follower.
  • Determine whether a leader's style is appropriate for a situation.
  • Receive feedback on the strengths and areas to develop your own leadership style.
  • Experiment with the consequences of appropriate and inappropriate leadership styles.

Module 3: Managing People: Growth and Slippage
  • Growing a Winning Team
  • Solving Performance Problems
Objectives:
  • Identify the steps in the developmental cycle.
  • Determine the appropriate leader action for developing a follower.
  • Evaluate the appropriateness of a leader's action when handling a performance problem.
  • Identify what a leader does appropriately or inappropriately when handling a performance problem.

Module 4: Charting New Courses: 360 degree feedback
People want to be good leaders. In the Charting New Courses module, the key objective is to help leaders develop the integrity that results from walking the talk - aligning intentions and behavior. This segment of the program converts Situational Leadership® feedback into action. Built around the highly regarded Lead survey, this rich experience provides a clear map to build successful and effective Situational Leaders. The 360 degree feedback provided through this module provides leaders with the confidence to change, fosters growth, outlines a clear path for personal development and supports organizational change. Module 4 is vital in order to be able to answer questions such as: "How do we develop the best leaders possible? How do we make this the best place to work? How do we leverage Situational Leadership®?"

Objectives:
  • Develop strong leaders by leveraging behavioral feedback
  • Behavior based snapshot looking at intentions and behaviors
  • Interactive system simplifies communication around performance
  • Composite and individual data to help align intentions and behavior
  • Positive and emotionally charged process ensures new leader behavior
  • Increase retention and skill transference

Training - Day 2

Module 5: Twelve O'Clock High (TOCH)
Twelve O'Clock High (TOCH) is based on Twentieth Century-Fox's classic, award winning film Twelve O'Clock High®, starring Gregory Peck, and is designed to allow participants an opportunity to apply Situational Leadership® through a very powerful case study. This course has been revised and enhanced to enable the attendees to translate the behavioral sciences, principles and concepts into effective action.

During this one-day training experience, the participants diagnose the various leadership styles and evaluate the performance of six characters in the film and diagnose group readiness levels during four different time frames. These decisions are made individually and then in teams. Participants then process their individual and team decisions to determine the extent to which synergy was achieved.

This is a great way to review and reinforce the skills and behaviors the participants learned during Situational Leadership®. The film provides a significant opportunity to learn more about leadership, motivation, performance and readiness levels. It can either be conducted on the third day of Situational Leadership® or, many organizations use it as a follow up, three to six months after the initial workshop. Participants must have attended a Situational Leadership® program prior to participation in TOCH.

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CPE Credit: Earn up to 20 CPE Credits (various program options available from 8 to 20 CPE credits)

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Succession Institute, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417.  Web site: www.nasba.org.


Program Level: Intermediate

Prerequisites:  This material is written for someone who is moving into the role, or has experience as, a manager or supervisor.  Those attending should either have the near-term expectation of, or are currently, managing others.

Advance Preparation: Participants should have completed the Situational Leadership® self-assessment and ensure that adequate assessments from others have been completed so that the feedback from this process can be valuable. Participants, several weeks prior to the scheduled training, will receive an email with directions as to how to access these assessment instruments.

Registration Information: These programs are tailored to the individual needs of the company and offered around your schedule.  Please contact the Succession Institute, LLC at (512) 338-1006 to start planning a leadership program for your company.

Delivery Method: Group-Live

Refund Policy: Should advance payment be required for your training session, cancellation requests must be made in writing and must be postmarked at least five (5) business days in advance of the program to receive a full refund.  After that time, a refund will be given less a cancellation fee.  No refunds will be given for no-shows.

Substitution Policy: There is no charge for sending a substitute to a course or conference.  Multi-day programs like this course must be attended by the same registrant each day.

Contact Information:
Refund, Concerns, & Cancellation Policies
For more information regarding refund, concerns and course cancellation policies, please This e-mail address is being protected from spam bots, you need JavaScript enabled to view it , or call our offices at (512) 338-1006.