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2019 Fiscal Fitness Phoenix, Inc. All Rights Reserved1 Improving your productivityand mental energy with yourKolbe results

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedMICHAELDICKEYDirector of Leadership& Certiﬁcation3 TRUTHS & A LIE - GUESS WHICH ARE MINE! Am a former Harlem Globetrotter Am an ordained minister Have visited the Taj Mahal Have visited the Great Wall of China2

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedMICHAELDICKEYDirector of Leadership& CertiﬁcationCertiﬁed Kolbe Consultant I was athletic trainer for the HarlemGlobetrotters I am an ordained minister I have visited the Taj Mahal I have never visited the Great Wall of China3

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedIn the next 90minutes we will. 5 Identify what Kolbe is, what it does (and doesn’t do)Talk about what your results actually meanShare our results as a groupIdentify times when you were forced to workagainst your grain and when you were in the zoneValidate your strengths!Discuss advanced Kolbe applicationsImprove your productivity and mental energyIdentify what tasks are not in your zone of geniusand how to delegate, delete or do them your ownway

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedHousekeeping You’ll need pages 15-20 of your workbook Update your name in Zoom to “First name Kolbenumbers” “Michael 5375” Go to participants You More Rename Last chance to complete your Bingo cards6

My deﬁnition of success:The freedom to beyourself.- Kathy Kolbe 2019 Fiscal Fitness Phoenix, Inc. All Rights Reserved7

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedKolbe A indexWhat is it?Focuses on strengths, not on weaknessesIdentiﬁes instinct-based or natural abilities.Describes how you problem solveProvides language for describing innate talents asyour MO Identiﬁes traits that are universal and equal(unbiased for race, gender, etc) Identiﬁes the striving instincts that drive yourNATURAL behaviors These aren’t genetic, are unbiased and don’tchange (statistically reliable (3-8%*) and valid) 8 *Kolbe Corp., Kolbe, K., Young, A., & Gerdes, K. (2008, March). Striving Instincts And Conative Strengths: Assessing The Test-Retest Reliability Of The Kolbe Atm dy.pdf

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedKolbe A indexThe Kolbe Wisdom is NOT about. weaknesses how smart you are your capabilities/ skill level what you can and can’t do Personality social style what you want to do10

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedBeneﬁts of Kolbe Increase individual productivity Align talent with appropriate roles Build teams with the right chemistry forhigh performance Validate your problem solving strengths Eliminate mental energy drain Find your true zone of genius11

Three Parts of the erienceKnowledge/EducationReasoning(IQ, standardized tests, etc)Doing(Conative)Striving InstinctsProblem-Solving MethodsInnate StrengthsPurposeful Actions(Kolbe)12 MotivationPreferencesEmotionsValues(DISC, enneagram,M-B, Strengths Finder)

Client problems we solveCognitiveBadattitudeAffectiveConative13 Missing skills,knowledge,experience orreasoningLow motivation,incompatible values orpersonality conﬂicts,MindsetMismatch betweeninstinctivestrengths and tasks

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedExercise: Going against yourinnate talents14

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedKolbe A index16

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedKolbe Action Modes Fact Finder How you gather and share information Follow Through How you organize Quick Start How you deal with risk and uncertainty Implementor How you deal with tangibles and space17

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedZones of Operation18

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedKolbe Strengths representbehaviors on a continuum19

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedReady, Set, GO!20

How you do anything ishow you do everything- Simon Sinek 2019 Fiscal Fitness Phoenix, Inc. All Rights Reserved21

This is how we do it.- Montell Jordan 2019 Fiscal Fitness Phoenix, Inc. All Rights Reserved22

2019 Fiscal Fitness Phoenix, Inc. All Rights Reserved12 Kolbe Strengths25%50%25%23

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedMethod ofCommunication 1997 – 2019 Kolbe Corp and Kathy Kolbe. All Rights Reserved26

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedSense of Time 1997 – 2019 Kolbe Corp and Kathy Kolbe. All Rights Reserved27

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedFacilitator31

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedFact Finder32

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedFollow Through33

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedQuick Start34

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedImplementor35

2019 Fiscal Fitness Phoenix, Inc. All Rights Reserved What is an example of a time when someonetold you that you were tackling a project/solving a problem incorrectly? What is an example of a project you wereworking on where the work felt effortless andfun and you felt really accomplished? What ﬁnancial coaching task do you hate todo? What ﬁnancial coaching task do youabsolutely love to do? Where do you procrastinate the most whenworking on your business?37

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedWhen was a time that someone said youwere getting into the details too much, toospeciﬁc, took too long to make a decisionbecause you needed to research more info?38

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedInitiating FactFindersThere is nothing wrong with that! Don’t let anyone tell you that your way of doing things is wrong Remember that not all people need that level of detail Paralysis by analysis Consider objectives then set priorities Use comparisons, speak to users and read quality reviews Set deadlines for when you must stop researching and make adecision Get a super buddy that is not an initiating Fact Finder39

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedWhen was a time that someone said the way youtook on a project was over-structured or way toocomplicated?OrWhen was a time that something happened andyour plans were thrown way off and it was superstressful?40

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedInitiating FollowThroughThere is nothing wrong with that! Don’t let anyone tell you that your way of doing things is wrong Remember that not everyone needs structure, order and closurelike you do Allow others to give feedback on your plan to eliminateredundancy and increase efﬁciency Having a back up plan for whammies will eliminate stress41

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedWhen was a time that someone said that you weretoo cautious about making a decision, too resistantto change or delayed making a big decision becauseyou weren’t comfortable with the risks?42

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedResistant QuickStartThere is nothing wrong with that! Don’t let anyone tell you that your way of doing things is wrong You are all about taking calculated risks to eliminate chances offailure Remember that we learn and grow with our failures You need the tried and true plan Find premade templates or follow courses/ experts to ﬁnd theproven way to do things Reserve your veto power for the most riskiest endeavours.43

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedJob Performance andretentionKolbe Corp. (2019). Kolbe Statistical Handbook. 03204137/Kolbe-Statistical-Handbook-2019.pdf52 (2) Turnover and Retention: Quick Take. (2020, April 16). nover-and-retention/#: :text uted%20to%20voluntary%20turnover.&text ob%20opportunity.

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedFocus on MentalEnergy Increase time spent on energizing activities or “being in thezone” When you’re forced to work against your grain, take abreak in a striving zone Decrease time spent in depleting activities What are these activities for you? We’ll determine these later62

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedFocus on MentalEnergy (Cont’d) Recreation Use your instinctive energy in a rewarding way outside ofyour job Hobbies Volunteering Re-energize Do things that aren’t conative, low effort, down time Invigorate your senses Music Baking Outdoors Meditation63

Kolbe CommitmentClariﬁer Priorities BullseyeSTEP 1: In the center circle, write down yourprimary customer or to whom you are responsiblefor results.STEP 2: In each successive circle, writedown the second, third, and fourthcustomer or manager.Go back to your CommitmentTriangleSTEP 3: Edit your CommitmentTriangle by the Priority Bullseyeabove. Most of your commitmentsshould be targeted at the bullseyecustomer or manager.65 1997 – 2019 Kolbe Corp and Kathy Kolbe. All RightsReservedSTEP 4: Edit the commitments on your Commitment Triangle by time. Be realistic. Plan for theunexpected. You should be able to move at least 1 or 2 tasks down to the Attempt of Intentionlevel based on an evaluation of your time.

Kolbe Commitment Clariﬁer Task EvaluationSTEP 1: Fill in the chart below with all of your otalValueAwarenessSTEP 2: Evaluate each task in the commitment level following the ranks below and total.Conative:1 – Great Fit2 – Okay3 – Working Against GrainAffective:1 – Prefer It2 – Neutral3 – Don’t Like ItCognitive:1 – Above Average Skill2 – Average Skill3 – Don’t Have Needed Knowledge/SkillSTEP 3: Review the task list again. Assign each task a “Value Awareness” based on ranking below.Value:1 – High Value to Company/Customer2 – Medium Value to Company/Customer3 – Low Value to Company/Customer66 1997 – 2019 Kolbe Corp and Kathy Kolbe. All RightsReserved

Kolbe Commitment Clariﬁer Strategies and Alternative SolutionsThe reality is that some tasks are better delegated to someone else. It is alsotrue that some tasks are ours to keep even if we gave them 1’s on theevaluation worksheet. This space is for solutions. Some tasks will be delegatedand others will require some strategic thoughts and planning.12345 1997 – 2019 Kolbe Corp and Kathy Kolbe. All RightsReserved67867 1997 – 2019 Kolbe Corp and Kathy Kolbe. All RightsReserved

Kolbe Commitment Clariﬁer Commitment TriangleWrite down your tasks according to your commitments, attempts, and intentions.Commitmentsare the highest level, causing you to focus energy onassigned tasks. It is a guarantee that you will use yourmental energy to accomplish a task.Attemptsare the second level, where you try to accomplisha goal but don’t use your full mental energy.Intentionsare the third level, which implies no currentallocation of effort.68 1997 – 2019 Kolbe Corp and Kathy Kolbe. All RightsReserved

2019 Fiscal Fitness Phoenix, Inc. All Rights ReservedTake action! What was your biggest takeaway? What word would you use to describe how you arefeeling? What is at least one task that you need to get rid of andwhat solution will you enact?How can you get more speciﬁc results andstrategies?69

*Kolbe Corp., Kolbe, K., Young, A., & Gerdes, K. (2008, March). Striving Instincts And Conative Strengths: Assessing The Test-Retest Reliability Of The Kolbe Atm Index. Striving Instincts And Conative Strengths: Assessing The Test-Retest Reliability Of The Kolbe Atm Index.