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Carla Fair-Wright, PMP, MCTS, ASQ CSQE




      John Maxwell’s 5 levels of Leadership: Your
      Key to Project Success

                                                                               P:800.723.6120 F: 800.547.4908
    P:800.723.6120 F: 800.547.4908
    12520 Westheimer Road, Suite A1-142   |   www.opc-houston.com              12520 Westheimer Road, Suite
                                                                               A1-142, Houston, TX, 77077
                                                                                                                |   www.opc-houston.com

    Houston, TX, 77077
Optimal Consulting LLC
Who Am I?
       Carla Fair-Wright, PMP, CSQE, MCTS

       •      Project Manager
       •      Software Engineer
       •      Veteran
       •      Author
       •      Entrepreneur
       •      Volunteer




                                            P:800.723.6120 F: 800.547.4908
                                            12520 Westheimer Road, Suite
                                            A1-142, Houston, TX, 77077
                                                                             |   www.opc-houston.com

Optimal Consulting LLC
Table of Contents

              Section                            Section Name                               Slide No.


                   1.    What is Project Leadership                                                 4



                   2.    Maxwell’s Five Levels                                                      7



                   3.    Building High Performance Project Teams                                    22



                   4.    Thank You                                                                  26




                                                                   P:800.723.6120 F: 800.547.4908

         Optimal Consulting LLC
                                                                   12520 Westheimer Road, Suite
                                                                   A1-142, Houston, TX, 77077
                                                                                                    |    www.opc-houston.com

Optimal Consulting LLC
Project Leadership vs. Project Management

                     Leaders

                     Establish future direction
                     Communicate through vision
                     Forge aligned high-performance teams

                     Managers

                     Focus on planning and short-term
                     Devise processes and structures, and solve problems
                     Plan a project
                     Measure project performance
                     Solve roadblock issues



                                                            P:800.723.6120 F: 800.547.4908
                                                            12520 Westheimer Road, Suite
                                                            A1-142, Houston, TX, 77077
                                                                                             |   www.opc-houston.com

Optimal Consulting LLC
Differences in Style


                                        Managers focus on                              Leadership focuses on
                               •Goals & objectives                               •Vision
                               •Telling how and when                             •Selling what and why
                               •Shorter range                                    •Longer range
                               •Organization & structure                         •People
                               •Autocracy                                        •Democracy
                               •Restraining                                      •Enabling
                               •Maintaining                                      •Developing
                               •Conforming                                       •Challenging
                               •Imitating                                        •Originating
                               •Administrating                                   •Innovating
                               •Directing & Controlling                          •Inspiring trust
                               •Procedures                                       •Policy
                               •Consistency                                      •Flexibility
                               •Risk-avoidance                                   •Risk-opportunity
                               •Bottom line                                      •Top line
                                        Good managers do the                            Good leadership does the
                                             things right                                      right thing

            Adapted from Warren Bennis On Becoming a Leader, Addison Wesley, 1989; J. W. McLean & William Weitzel Leadership: Magic, Myth or Method?, AMACOM,
            1991; Stephen R. Covey Principle-Centered Leadership, Summit Books, 1991


                                                                                                      P:800.723.6120 F: 800.547.4908
                                                                                                      12520 Westheimer Road, Suite
                                                                                                      A1-142, Houston, TX, 77077
                                                                                                                                       |   www.opc-houston.com

Optimal Consulting LLC
John C. Maxwell

                         John C. Maxwell is an internationally renowned
                         leadership expert, coach, and author who has
                         sold over 21 million books.

                         Dr. Maxwell founded EQUIP and the John
                         Maxwell Company, organizations that have
                         trained more than 5 million leaders in 174
                         countries.




                                             P:800.723.6120 F: 800.547.4908
                                             12520 Westheimer Road, Suite
                                             A1-142, Houston, TX, 77077
                                                                              |   www.opc-houston.com

Optimal Consulting LLC
What are the Five Levels?




                               P:800.723.6120 F: 800.547.4908
                               12520 Westheimer Road, Suite
                               A1-142, Houston, TX, 77077
                                                                |   www.opc-houston.com

Optimal Consulting LLC
Level I - Position


              At this level people follow you because they have to…

              To be an effective leader:

                            Know your job
                            Accept responsibility
                            Exercise authority with caution
                            Assess the strengths and weaknesses of your team
                            Do more than what is expected




                                                               P:800.723.6120 F: 800.547.4908
                                                               12520 Westheimer Road, Suite
                                                               A1-142, Houston, TX, 77077
                                                                                                |   www.opc-houston.com

Optimal Consulting LLC
“It is very possible to become a great
       leader and ___________”


              A. Have very little influence
              B. Not Be Trusted
              C. Never have a title
              D. Not Learn



                                         P:800.723.6120 F: 800.547.4908
                                         12520 Westheimer Road, Suite
                                         A1-142, Houston, TX, 77077
                                                                          |   www.opc-houston.com

Optimal Consulting LLC
5 Minute Exercise


       Question #1:                 Question #2                 Question #3
       What is it like to be on a   What is it like to be       What is it like to be on
       team where the informal      on a team where the         a team where there is
       leader holds the power?      formal leader holds         no leadership?
                                    the power?




    Form Teams: Each
    person gets 1 minute
    to discuss
                                                       P:800.723.6120 F: 800.547.4908
                                                       12520 Westheimer Road, Suite
                                                       A1-142, Houston, TX, 77077
                                                                                        |   www.opc-houston.com

Optimal Consulting LLC
What are the Five Levels




                              P:800.723.6120 F: 800.547.4908
                              12520 Westheimer Road, Suite
                              A1-142, Houston, TX, 77077
                                                               |   www.opc-houston.com

Optimal Consulting LLC
Level 2 - Permission


              At this level people follow you because they want to

              To be an effective leader:

                            Possess a genuine concern for your team
                            See life through their eyes.
                            Deal wisely with difficult people
                            Make team successful by setting them up for success.




                                                                P:800.723.6120 F: 800.547.4908
                                                                12520 Westheimer Road, Suite
                                                                A1-142, Houston, TX, 77077
                                                                                                 |   www.opc-houston.com

Optimal Consulting LLC
The following occurs when a leader
       builds relationships


              A. You earn trust
              B. You earn respect
              C. People understand you care
              D. All of the above



                                       P:800.723.6120 F: 800.547.4908
                                       12520 Westheimer Road, Suite
                                       A1-142, Houston, TX, 77077
                                                                        |   www.opc-houston.com

Optimal Consulting LLC
What are the Five Levels




                              P:800.723.6120 F: 800.547.4908
                              12520 Westheimer Road, Suite
                              A1-142, Houston, TX, 77077
                                                               |   www.opc-houston.com

Optimal Consulting LLC
Level 3 – Production

          At this level people follow you because of what you have
          done for the project

          • Admired for your accomplishments
          • Respect your tenacity

          To be an effective leader:

          • Develop accountability for results
          • Make difficult decisions that will result in positive long term
            gains
          • Be a change agent and understanding the process of change




                                                        P:800.723.6120 F: 800.547.4908
                                                        12520 Westheimer Road, Suite
                                                        A1-142, Houston, TX, 77077
                                                                                         |   www.opc-houston.com

Optimal Consulting LLC
What are the Five Levels




                              P:800.723.6120 F: 800.547.4908
                              12520 Westheimer Road, Suite
                              A1-142, Houston, TX, 77077
                                                               |   www.opc-houston.com

Optimal Consulting LLC
Level 4 – People Development

          At this level people follow you because of what you
          have done for the them
         People are loyal to you because they see first hand personal growth
         opportunities

         Leadership success is underscored by a win – win scenario and a high
         commitment to success

         To be effective at this level

         • Place a priority on developing people
         • Focus your attention on the fact that people are your most valuable asset
         • Your leadership success will depend on your ability to surround yourself with
           an inner core of competent people



                                                            P:800.723.6120 F: 800.547.4908
                                                            12520 Westheimer Road, Suite
                                                            A1-142, Houston, TX, 77077
                                                                                             |   www.opc-houston.com

Optimal Consulting LLC
Appropriate leadership behavior always
       “all depends” on:


              A.         Personality of the leader
              B.         The group you lead
              C.         The situation
              D.         All of the above



                                              P:800.723.6120 F: 800.547.4908
                                              12520 Westheimer Road, Suite
                                              A1-142, Houston, TX, 77077
                                                                               |   www.opc-houston.com

Optimal Consulting LLC
What are the Five Levels




                              P:800.723.6120 F: 800.547.4908
                              12520 Westheimer Road, Suite
                              A1-142, Houston, TX, 77077
                                                               |   www.opc-houston.com

Optimal Consulting LLC
Level 5 – Leadership From Mentorship

          At this level people follow you because they
          respect you


       • As a leader you are bigger than life and your success is shown through a life
         of accomplishments.

       • People seek you out after the project has ended because you have left an
         indelible mark on the organization and the team.

       • Although less than five per cent of all leaders will get to this level of
         leadership




                                                              P:800.723.6120 F: 800.547.4908
                                                              12520 Westheimer Road, Suite
                                                              A1-142, Houston, TX, 77077
                                                                                               |   www.opc-houston.com

Optimal Consulting LLC
High Performance Teams Are Created

            Your team is the most important resource you have.

            Leadership is the key




                                                            P:800.723.6120 F: 800.547.4908
                                                            12520 Westheimer Road, Suite
                                                            A1-142, Houston, TX, 77077
                                                                                             |   www.opc-houston.com

Optimal Consulting LLC
Developing a High Performance Project Team

                 Prepare the Project Environment

                 The project mission statement is clear, easy to understand and
                 expressed in terms of quality, quantity, and time in 25 words or
                 less.

                 Identify the 3-5 key project-focused tasks for which each
                 member is responsible

                 Example: team leaders are responsible for conducting weekly
                 meetings with their teams




                                     "Forming," "Storming," "Norming," and "Performing."

                                                                 P:800.723.6120 F: 800.547.4908
                                                                 12520 Westheimer Road, Suite
                                                                 A1-142, Houston, TX, 77077
                                                                                                  |   www.opc-houston.com

Optimal Consulting LLC
Developing a High Performance Project Team
                                     "Forming," "Storming," "Norming," and "Performing."


                    Prepare the Project Member

                    Orientation for each team member
                    • Brief
                    • Measurable
                    • Documented

                    Project "kick-off" meeting
                    • Purpose
                    • Nature
                    • Review of the teamwork expectations of each other




                                                                P:800.723.6120 F: 800.547.4908
                                                                12520 Westheimer Road, Suite
                                                                A1-142, Houston, TX, 77077
                                                                                                 |   www.opc-houston.com

Optimal Consulting LLC
High Performance Teams – 7 C’s

                         Course
                                                             Communication



                                       Change & Creativity



                          Coaching                    Collaboration




                                                        Commitment
                           Character




                                                                P:800.723.6120 F: 800.547.4908
                                                                12520 Westheimer Road, Suite
                                                                A1-142, Houston, TX, 77077
                                                                                                 |   www.opc-houston.com

Optimal Consulting LLC
5 Minute Exercise


       Question #1:              Question #2
       What was your best team   What was your worse
       experience?               team experience?




    Form Teams: Each
    person gets 1 minute
    to discuss
                                                   P:800.723.6120 F: 800.547.4908
                                                   12520 Westheimer Road, Suite
                                                   A1-142, Houston, TX, 77077
                                                                                    |   www.opc-houston.com

Optimal Consulting LLC
Thank you



                                     P:800.723.6120 F: 800.547.4908
          Optimal Consulting LLC     12520 Westheimer Road, Suite   |    www.opc-houston.com
                                                 P:800.723.6120 F: 800.547.4908
                                     A1-142, Houston, TX, 77077
Optimal Consulting LLC
                                                 12520 Westheimer Road, Suite A1-142
                                                 Houston, TX, 77077

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Maxwell 5 Levels Of Leadership Your Key To Project Success

  • 1. Carla Fair-Wright, PMP, MCTS, ASQ CSQE John Maxwell’s 5 levels of Leadership: Your Key to Project Success P:800.723.6120 F: 800.547.4908 P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142 | www.opc-houston.com 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Houston, TX, 77077 Optimal Consulting LLC
  • 2. Who Am I? Carla Fair-Wright, PMP, CSQE, MCTS • Project Manager • Software Engineer • Veteran • Author • Entrepreneur • Volunteer P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 3. Table of Contents Section Section Name Slide No. 1. What is Project Leadership 4 2. Maxwell’s Five Levels 7 3. Building High Performance Project Teams 22 4. Thank You 26 P:800.723.6120 F: 800.547.4908 Optimal Consulting LLC 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 4. Project Leadership vs. Project Management Leaders Establish future direction Communicate through vision Forge aligned high-performance teams Managers Focus on planning and short-term Devise processes and structures, and solve problems Plan a project Measure project performance Solve roadblock issues P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 5. Differences in Style Managers focus on Leadership focuses on •Goals & objectives •Vision •Telling how and when •Selling what and why •Shorter range •Longer range •Organization & structure •People •Autocracy •Democracy •Restraining •Enabling •Maintaining •Developing •Conforming •Challenging •Imitating •Originating •Administrating •Innovating •Directing & Controlling •Inspiring trust •Procedures •Policy •Consistency •Flexibility •Risk-avoidance •Risk-opportunity •Bottom line •Top line Good managers do the Good leadership does the things right right thing Adapted from Warren Bennis On Becoming a Leader, Addison Wesley, 1989; J. W. McLean & William Weitzel Leadership: Magic, Myth or Method?, AMACOM, 1991; Stephen R. Covey Principle-Centered Leadership, Summit Books, 1991 P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 6. John C. Maxwell John C. Maxwell is an internationally renowned leadership expert, coach, and author who has sold over 21 million books. Dr. Maxwell founded EQUIP and the John Maxwell Company, organizations that have trained more than 5 million leaders in 174 countries. P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 7. What are the Five Levels? P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 8. Level I - Position At this level people follow you because they have to… To be an effective leader:  Know your job  Accept responsibility  Exercise authority with caution  Assess the strengths and weaknesses of your team  Do more than what is expected P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 9. “It is very possible to become a great leader and ___________” A. Have very little influence B. Not Be Trusted C. Never have a title D. Not Learn P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 10. 5 Minute Exercise Question #1: Question #2 Question #3 What is it like to be on a What is it like to be What is it like to be on team where the informal on a team where the a team where there is leader holds the power? formal leader holds no leadership? the power? Form Teams: Each person gets 1 minute to discuss P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 11. What are the Five Levels P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 12. Level 2 - Permission At this level people follow you because they want to To be an effective leader:  Possess a genuine concern for your team  See life through their eyes.  Deal wisely with difficult people  Make team successful by setting them up for success. P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 13. The following occurs when a leader builds relationships A. You earn trust B. You earn respect C. People understand you care D. All of the above P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 14. What are the Five Levels P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 15. Level 3 – Production At this level people follow you because of what you have done for the project • Admired for your accomplishments • Respect your tenacity To be an effective leader: • Develop accountability for results • Make difficult decisions that will result in positive long term gains • Be a change agent and understanding the process of change P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 16. What are the Five Levels P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 17. Level 4 – People Development At this level people follow you because of what you have done for the them People are loyal to you because they see first hand personal growth opportunities Leadership success is underscored by a win – win scenario and a high commitment to success To be effective at this level • Place a priority on developing people • Focus your attention on the fact that people are your most valuable asset • Your leadership success will depend on your ability to surround yourself with an inner core of competent people P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 18. Appropriate leadership behavior always “all depends” on: A. Personality of the leader B. The group you lead C. The situation D. All of the above P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 19. What are the Five Levels P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 20. Level 5 – Leadership From Mentorship At this level people follow you because they respect you • As a leader you are bigger than life and your success is shown through a life of accomplishments. • People seek you out after the project has ended because you have left an indelible mark on the organization and the team. • Although less than five per cent of all leaders will get to this level of leadership P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 21. High Performance Teams Are Created Your team is the most important resource you have. Leadership is the key P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 22. Developing a High Performance Project Team Prepare the Project Environment The project mission statement is clear, easy to understand and expressed in terms of quality, quantity, and time in 25 words or less. Identify the 3-5 key project-focused tasks for which each member is responsible Example: team leaders are responsible for conducting weekly meetings with their teams "Forming," "Storming," "Norming," and "Performing." P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 23. Developing a High Performance Project Team "Forming," "Storming," "Norming," and "Performing." Prepare the Project Member Orientation for each team member • Brief • Measurable • Documented Project "kick-off" meeting • Purpose • Nature • Review of the teamwork expectations of each other P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 24. High Performance Teams – 7 C’s Course Communication Change & Creativity Coaching Collaboration Commitment Character P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 25. 5 Minute Exercise Question #1: Question #2 What was your best team What was your worse experience? team experience? Form Teams: Each person gets 1 minute to discuss P:800.723.6120 F: 800.547.4908 12520 Westheimer Road, Suite A1-142, Houston, TX, 77077 | www.opc-houston.com Optimal Consulting LLC
  • 26. Thank you P:800.723.6120 F: 800.547.4908 Optimal Consulting LLC 12520 Westheimer Road, Suite | www.opc-houston.com P:800.723.6120 F: 800.547.4908 A1-142, Houston, TX, 77077 Optimal Consulting LLC 12520 Westheimer Road, Suite A1-142 Houston, TX, 77077