Management and Leadership in the Modern Appraisal Organization

Nelson Karpa MBA, AACI P.App, AMAA, AAM

• What defines a manager?• What defines a leader?• Which is better?• Concepts related to management and leadership• What concerns leaders?• Leadership styles

AGENDA

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• A leader’s job• Situational leadership• The new leader• When the job doesn’t get done• Leadership issues• Selection of leaders• Summary

AGENDA

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MANAGEMENT & LEADERSHIP

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Drawn from years of experience & from the wisdom of others

Leadership – Lessons from Others

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MANAGEMENT - LEADERSHIP

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• Things• Systems• Organizing• Controlling• Resourcing

MANAGEMENT

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• People• Values• Morale• Direction• Vision• Why

LEADERSHIP

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MANAGER

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Preserve the system

• Defends the way it is done• Eliminates risk• Perfects / optimizes

MANAGER

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Plan, budget and schedule

• Short term• Prioritize• Logical• Brings order

MANAGER

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Organize and staff

• Structure• Roles / responsibilities

MANAGER

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Direct and Supervise

• Day to day• What, when, how

MANAGER

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Control and problem solve• Fix• Prevent bad stuff from happening• Contain

MANAGER

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• Order• Predictability• Stability

MANAGER

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LEADER

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Challenge the system

• Disrupt• Diverge• Add risk

LEADER

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A clear and compelling vision directs and inspires action

Inspire a shared vision

• Long term• Inspiring• Big picture

LEADER

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Align key stakeholders

• Outside / Inside• Informal• Relationships• Pulling people together

LEADER

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Enable others

• Provide skills• Provide knowledge• Creativity• Empowerment

LEADER

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Encourage the heart

• Expand energy• Tries to make good things happen

LEADER

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• Change• Uncertainty• Risk• Vision

LEADER

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If the rate of change on the outside exceeds the rate of change on the inside – the end is near.

Jack Welch

LEADER

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MANAGE / LEAD

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MANAGE / LEADER

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Which is better?

• Leadership – Based on principles• Management – Based on technical abilities

Leadership Lessons from Space

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CONCEPTS

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• A right to decide• A tool to exercise• Can be passed (down)

AUTHORITY

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• Ability to enforce• Sanction• Reward or punish

POWER

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TYPES OF POWER – INFORMAL

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Informal

• Knowledge / expertise• Wisdom (seen it before)• Experience• Connections • Persuasion

All of these require some form of trust

TYPES OF POWER – FORMAL

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• Positional

• Seen on the organizational chart

POWER – WHEN TO USE WHICH?

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RESPONSIBILITY

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•Look after

•Take care of

ACCOUNTABILITY

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• Who gets the credit or the blame?

ACCOUNTABILITY

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WHAT PRODUCTIVE EMPLOYEES SAY

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I know what is expected of me at

work

I have the materials and equipment that I need to do the work

right

I have the opportunity to do

what I do best every day

In the last 7 days I have received

recognition or praise for the work that I

have done.

WHAT PRODUCTIVE EMPLOYEES SAY

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My supervisor seems to care about

me as a person

Someone at work encourages my development

The mission or purpose of my company makes

me feel my work is important

At work, my opinion seems to count

WHAT PRODUCTIVE EMPLOYEES SAY

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My coworkers are committed to doing

quality workI have a best friend

at work

At work, I have had opportunities to learn and grow

In the last 6 months, I have talked to

someone about my progress

WHAT SHOULD THE LEADER BE CONCERNED WITH?

WHAT SHOULD THE LEADER BE CONCERNED WITH?

Performance

It’s all about

WHAT SHOULD THE LEADER BE CONCERNED WITH?

Performance

People

• Select• Who is on the team• What position do they play

A LEADERS JOB

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Communicate

• Expectations• Vision• The Why

A LEADERS JOB

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Build skills

• Technical /management / leadership• Thinking skills • Problem Solving

TRAIN & DEVELOP

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• Provide tools• Provide resources• Remove obstacles

MANAGE

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MOTIVATE

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LEADERSHIP STYLES

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AUTOCRATIC • My call

PERMISSIVE • Your call

DEMOCRACY • Our Call • Our input• Discussion • Each gets a vote

AUTHORITARIAN • Get Input • My call• Actively consider all input

LEADERSHIP STYLES

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Which is Best?

• Urgency• Skill vs. complexity• Personality/style (default)

FACTORS FOR CONSIDERATION

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Match leadership style to the situation!

SITUATIONAL LEADERSHIP

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THE NEW LEADER

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The skills that got you there are not the skills you need to move ahead

THE NEW LEADER

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Impediments

• I can do it better/faster• Satisfaction (time horizon)

THE NEW LEADER

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• Relationships• Not quite – one of the gang

THE NEW LEADER

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WHEN THE JOB DOES NOT GET DONE

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UNDERSTANDING • Communications

CAPABILITY • Training• Skill Development

OBSTACLES/ • Add resourcesOPPORTUNITIES • Remove barriers

WILLINGNESS

This is where you need to be involved with your staff!

WHEN THE JOB DOES NOT GET DONE

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Delegating vs. Tasking

STAFF DEVELOPMENT

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To be an effective delegator you need to be OK with the methods / result if it met the objectives, but was done differently than you would have done it.

Delegation vs. Tasking

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Courage

• To do something against your self interest

LEADERSHIP ISSUES

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Vision

• Which way do we go?• How do we get there?• You are concerned with the outcome.• Destination – parameters

LEADERSHIP ISSUES

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PERSPECTIVE

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• Self Awareness – Walk this way.

MODELING THE BEHAVIOUR

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• Unity with your teamoHang together or hang separately

MODELING THE BEHAVIOUR

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CALM

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CALM

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Pressure

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• Teach the steps by asking questions• Think out loud – show them all considerations• Don’t rob them of the experience• Create artificial learning experiences• Self Efficacy

DEVELOPMENT

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• MBWA• Need Information

STAY CONNECTED

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• Praise in public• Correct in private

RECOGNITION

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SELECTING LEADERS

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LEADERS

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CHARACTER • Select for

WISDOM • Train for• Select for

TECHNICAL SKILLS • Train for& KNOWLEDGE

A combination of

• Character• Competencies• Commitment

LEADERS

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LEADERS

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CHARACTER • Trait/Values

COMPETENCIES • Organizational / People • Strategic / Business

COMMITMENT • Aspirations• Engagement

• A journey• Work with and through others• It’s all about people

Success is not final, failure is not fatal: it is the courage to continue that counts.

LEADERSHIP

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Winston Churchill

Management and Leadership in the Modern Appraisal Organization

Nelson Karpa MBA, AACI P.App, AMAA, AAM

Thank you Nelson Karpa MBA, AACI P.App, AMAA, AAM