1. Welcome to Today’s Event Lou Russell President & CEO Russell-Martin & Associates Project Team Triage

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5. About Lou Russell Lou Russell is president and CEO of L+EARN and Russell Martin & Associates . Both are consulting and training companies focused on improving business results. Lou and her staff deliver learning experiences that are fun, flexible, fast and measurable. She believes that learning and earning go hand in hand. From improving admission numbers to growing faculty and improved retention, she can help you ensure that students achieve their educational and career goals while you meet your business goals. She focuses on faculty development, retention and recruitment of students, project management, leadership and organizational learning opportunities. Lou is the author of The Accelerated Learning Fieldbook and Project Management for Trainers , IT Leadership Alchemy , Leadership Training , Training Triage and her newest book The 10 Steps of Successful Project Management . She is a frequent contributor to CCA's The Link, Computer World, Career College Central and Inside Indiana Business, among others, and publishes the monthly Learning Flash electronic newsletter. Lou is also the author of The People Side of Project Management, part of the Villanova Advanced Project Management certificate program. A popular speaker, Lou addresses national and international conferences such as the Career College Association, ACCET, Training 2008, Project Management Institute, Project World, LotuSphere, ASTD and the Society of Information Management (SIM).

6. Welcome to Today’s Event Lou Russell President & CEO Russell-Martin & Associates Project Team Triage For PREVIEW purposes, following is an abbreviated version with the unformatted slides. To view the entire presentation, click here to view the recorded webinar .

7. Project Team Triage An interactive session for Training Magazine Network by Lou Russell, President Russell Martin & Associates 6326 Rucker Road * Suite E * Indianapolis, IN 46220 (317) 475-9311 [email_address] www.russellmartin.com

8. Time Endings From Managing Transitions by William Bridges Page Neutral Zone Stress New Beginning Creativity Skepticism Acceptance Impatience Hope Energy Excitement Denial Anger Fear Shock Frustration Confusion

9. © Developed by Russell Martin & Associates www.russellmartin.com TRUE or FALSE? Mostly True Mostly False Not Sure My PM cares about me as a person. My opinions count. I know what is expected of me at work. I am clear on my purpose within my project team and feel that my job is important. I usually volunteer for projects – I enjoy the challenge of something new. I feel comfortable alerting my PM before he or she is about to make an embarrassing mistake. My personal development is an important objective for my PM.

10. © Developed by Russell Martin & Associates www.russellmartin.com TRUE or FALSE? Mostly True Mostly False Not Sure Every day I have an opportunity to do what I do best. My PM does not have team members who are favorites. If I felt disconnected with my PM, I could definitely approach the subject with him or her. I have the necessary support and materials to do my job well. Our organization identifies and handles poor performers quickly. Everyone is held to the same standards of performance and behavior.

11. © Developed by Russell Martin & Associates www.russellmartin.com TRUE or FALSE? Mostly True Mostly False Not Sure I am encouraged to interface with other departments and develop relationships. I have clear goals and expectations by which my performance is evaluated. I have written a plan for personal development approved and supported by my PM. I have a trusted mentor. I have access to role models within my organization. I talk about my work in a truly honest and positive way to my friends and family.

12. © Developed by Russell Martin & Associates www.russellmartin.com Disengaged Unhappy Engaged 9 or less Mostly True 10 – 14 Mostly True 15 - 20 Mostly True

14. © Developed by Russell Martin & Associates www.russellmartin.com Workplace Motivator Assessment Traditional Social Theoretical Utilitarian Individualistic Aesthetic Seeks Truth/ Knowledge Problem solving Impractical Watches “Discovery Channel”, PBS Make Money Practical Future oriented, savings Workaholic Never enough Achieve inner vision Self-fulfillment Humor or sarcasm Impractical Inner feelings not logic Seeks to win Control, power End justifies means Breaks rules Can appear to feel superior to others Search for value of life Champion of beliefs Rigid Order, unity Always right Help others Empathy Generous Self-sacrifice Can’t say “no” Stop hate and conflict

15. © Developed by Russell Martin & Associates www.russellmartin.com D I S C Urgent Pioneering Innovative Driven Likes challenge Demanding Quick to anger Careful Objective, clear High standards Good analyst Detailed Picky Aloof Fearful Optimistic Motivator Team Player Problem solver Emotionally needy Inattentive Trusting Poor with details Steady and sincere Patient Empathetic Logical Service-oriented Apathetic under stress Passive Resists change Page

16. © Developed by Russell Martin & Associates www.russellmartin.com Adapted 100 90 80 70 60 50 40 30 20 10 0 D I S C Natural 100 90 80 70 60 50 40 30 20 10 0 D I S C Natural

17. The lesser the shaded area, the greater the possibility for conflict. Page © Developed by Russell Martin & Associates www.russellmartin.com D D D S I I I C D I S C D C C C S S I S

18. Page © Developed by Russell Martin & Associates www.russellmartin.com D I S C Looking for Results The “experience” & being liked Security & acceptance Information & accuracy Dislikes Indecision Routine Insensitivity Unpredictability Body Language Strong Handshake Keep your distance Direct eye contact Sit next to Smile, relax and have fun Friendly eye contact Relaxed, calm Methodical, small gestures Friendly eye contact Sit across from Firm posture Direct eye contact Seat Position Across from Next to To the right or left of desk/table Across from Tone of Voice Direct Fast Pace Modulations Fast pace and enthusiastic Warm, soft, calm Steady, slow pace Controlled and direct Slow pace, precise Words/Content Challenge, Win Results Lead the field Bottom line Fun I feel Exciting Picture this Step-by-step Guarantee or promise Think about it. Take your time. Here are the facts The data show . . . Proven Take your time; No risk. Communication Do’s Brief and to the point Create idea ownership in them Let them determine how to do it Be optimistic Show how actions involving people will create change Enthusiastically approach new ideas Allow time for thought Prioritize actions and set deadlines Allow for incremental change Allow enough time to do the job right Provide clear expectations and deadlines Praise for doing job right Communication Don’ts Talk with not action Be chatty Assume they heard what you said Personal criticism Not involving them Being curt or cold Pressure or rush the decision Promise power or greater independence “ Just do it” Say: “You were wrong.” “ I’ll know it when I see it” directions

19. Page © Developed by Russell Martin & Associates www.russellmartin.com

20. © Developed by Russell Martin & Associates www.russellmartin.com

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22. Page © AASLH Developed by Russell Martin & Associates www.russellmartin.com Project Task Project Manager Task Owner Helpers Due Comments Complete PM workshop Build Master Lou Margie Carol 2/1/06 6 sessions total PM workshop Ship supplies Lou Carol 2/21/06 Small boxes X PM workshop Sessions Lou Margie 3/11/06 2 day per conf, 3 session PM workshop Follow-up Lou Lou Margie 3/21/06 PM workshop Print certificates Margie Carol 3/21/06 X