DISC, Motivators & EQ Assessments Help with Team Building and Performance

The Situation

Tess, a senior manager of information development at a Silicon Valley hi-tech company, was in a “fog of fear and uncertainty,” feeling topped out in a job where she no longer felt effective as a leader. How could an Executive Coach and DISC & EQ Assessment tools help?

Her department, responsible for delivering end-user and technical documentation, had reached a state of “high-functioning, high-production mediocrity” and was stuck in a rut.

Many on the team described a feeling of being in a mouse wheel, with no end in sight and no way to gain a lead, let alone stop and improve infrastructure or overhaul methodologies.

Manuals were getting out the door on time and on schedule, but there was no bandwidth to both keep up with new development and raise the bar on customer satisfaction.

Despite some feelings of defeat, Tess had a vision of what her department needed to better serve clients in an “industry-shaking way.” The problem was she didn’t know how — and acknowledged she couldn’t create change alone.

Tess was ready to quit at a moment’s notice.

The Coaching Solution

But when a colleague dropped by her office one day, everything changed.

Drew, a fellow manager, shared that his team was “going places,” due to his work with an executive coach and some behavioural assessments.

The coach had been working hand-in-hand with Drew and his team of project managers for six months, solving issues around unclear roles and responsibilities, and, in particular, underperforming team members.

Still not convinced it could help in her case, Tess decided to give the coach a call and set up an intro meeting.

Six months after the coach first began working with Drew’s team, she began working closely with Tess’s department, which was comprised of 10 “highly competent” technical writers.

But in terms of meeting and assessing customer needs, Tess said, they were “just not hitting the mark.” Moreover, the team did not seem to have the bandwidth, confidence or drive to take on additional work.

The Results

The coach first administered behavioural assessments to Tess, who was surprised by some of the results. Taking what “looked like a flat, rather harsh result,” the coach framed the outcome to help Tess realize her role and leadership abilities are essential for the success of her team.

The coach explained the concerning results, as well as the logic and science behind the assessments. This helped Tess better understand why she may be in her current predicament and what she could do about it. She also encouraged Tess to look at the talent profile and focus on her strength areas — many of which pointed to her being in the right role as a leader and influencer.

“She just made me feel so much better about myself, but without softening the message. It was a very honest conversation,” Tess explained. “It feels like you’re going to a doctor and receiving a prescription. [You think,] ‘Oh finally! Here’s an answer.’

From there, Tess and the coach worked together to job benchmark the role of each team member, but “without putting a face to it.”

Initially, Tess couldn’t understand why so many bright people were making critical errors, were stubborn about taking on additional assignments, and couldn’t communicate effectively with another.

“This is not an apathetic group. They work hard, and they care about doing a good job,” she said. “The assessments didn’t point at laggards or flag incompetence; it wasn’t so cut and dry. What I saw in the results was a great pool of unrealized talent correlating directly with some fearsome personal roadblocks.”

More Results

They found many of her team members lacked essential “soft skills” including decision-making, futuristic thinking, self-management and personal accountability.

From there, the team began targeted executive coaching, using DISC, EQ assessments with the executive coach to develop skills and confidence.

Where possible — and with team member input — they then set out to align the employees with roles where they would best succeed, based on their talents, behaviours and motivational styles. The team was restructured to build bench strength and provide much-needed scalability.

Tess said the DISC job benchmarking process was completely transformative for her and her team. She also realized the importance of DISC communication style and job fit and helped make the following changes:

• Team members who were not customer service-oriented were taken off the department service hotline, allowing them to decompress
• One manager was moved to a consulting-level contributor role, serving as a much-needed backbone of department operations
• One contributor, who was no longer a good fit in the department, was let go.
• A new manager role was created that reported to Tess — which she coined “an inspired sergeant in the trenches” — to support and build up the struggling core product team

 “I identified some major gaps within my team, and without DISC assessments, I never would’ve been able to pull off this reorganization,” Tess said. “It’s rewarding to place people in jobs that really match their core talents.”

What’s Next?

 In due course, Tess’s department achieved an estimated 75 percent of the goals set when the executive coach began working with the group.

She also noted morale is up within the group and that most employees will retake the DISC behavioural assessments periodically to gauge self and team performance.

“I completely feel empowered to take it to the next level,” Tess said. “We want to bring our customers to the well and empower them to find better information.”

In addition, the coach will continue to offer bi-monthly phone coaching sessions on a voluntary basis, as well as bi-quarterly in-house workshops for Tess’s entire department.

“The employees feel supported and are more engaged because someone has taken the time to invest in them,” the coach said. “This is one of the nicest compliments I’ve ever received: The coolest thing about having you as a coach is we don’t feel like we’re in this alone anymore.”

Want to learn more about how an Executive Coach, DISC and other Assessments can help your team? View our web pages: Executive Coaching or Behavioural Assessments for your Team