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1 Copyright ã 2001-2017 DNA Behavior International

BecomingaBusinessDNAPerformanceAdvisorOptimizingOrganizationalPerformance

September2017

2 Copyright ã 2001-2017 DNA Behavior International

FeaturedHostDNABehavior– BusinessDNA

• LeonMoralesChiefRelationshipOfficerleon.morales@dnabehavior.comwww.linkedin.com/in/leondna

• TrippRockwellChiefMarketingOfficertripp.rockwell@dnabehavior.comwww.linkedin.com/in/tripprockwell

LeonMorales

TrippRockwell

3 Copyright ã 2001-2017 DNA Behavior International

BehavioralIntelligencePlatformManagingHumanCapital

4 Copyright ã 2001-2017 DNA Behavior International

Today’sWebinarObjectives

Throughbehavioral discoveryunderstand,developandproductivelyusehumancapitalfortransformingpersonaland

teamperformance1. UnderstandthatBehavior,CommunicationandLearningstyleishard-wiredbut

canbe“influenced”

2. StartwithSelf-Awarenessandunderstandingwhynaturalbehaviormattersintheworkplace

3. SummaryofTeamDevelopmentStages:Forming,Storming,Norming,andPerforming.

4. Leadership360– teamreviewforleadershipdevelopment

5. Understandhowtoadaptyourcommunicationfordifferentpeople.

5 Copyright ã 2001-2017 DNA Behavior International

ClosingtheBehaviorPerformanceGapforTeams

*2009GallupResearch

+70%TeamProductivityGains*

TeamGrowthDrivers:

OperationalCompetenceTeamResults

TeamLeadership

TeamCommunicationCustomerEngagementSupplierEngagement

TeamSustainabilityDrivers:

TeamTrust

TeamValues

+70%TeamProductivityGains*

TeamGrowthDrivers:

OperationalCompetenceTeamResults

TeamLeadership

TeamCommunicationCustomerEngagementSupplierEngagement

TeamSustainabilityDrivers:

TeamTrust

TeamValues

6 Copyright ã 2001-2017 DNA Behavior International

Behavior CausesBusinessPerformanceChallenges

Sales Conversion

?

Client Engagement

?

Employee Retention & Productivity

?

Operational Execution

?

BusinessPerformance

87%ofmeasurable

businessissuesare

communicationrelated

Source: Harvard Business Review 2002

7 Copyright ã 2001-2017 DNA Behavior International

TheFamilyofFinancialDNADiscoveryProcessesandApplications

NaturalBehavior Goals-BasedPlanning Communication

LearnedBehavior QualityLifeDiscovery QualityLifePlanning

8 Copyright ã 2001-2017 DNA Behavior International

Business DNANatural Talent Discovery and Performance Measurement(10 to 12 mins)

PredictEmployee&CustomerReactiontoLife,BusinessEventsAQuickerandMoreReliableMethod

9 Copyright ã 2001-2017 DNA Behavior International

WhatBusinessDNADoesToHelpBuildEmployee-CenteredBusinesses

BehaviorallySMART™ PerformanceModel

Enhancingrelationshipsandunlockinghumanpotentialbasedonthe3pillarsofperformance:

Know:behavior,personalityandpurposeEngage:emotionallyconnecttoothersGrow:builddecision-makingconfidenceandwisdom

PeopleInsights

Buildingasustainable“Know,EngageandGrow”businesscultureusing3solutions:

FinancialDNA– BehavioralFinanceCommunicationDNA– BehavioralMarketingBusinessDNA– BehavioralTalents

BehavioralTechnologyPlatform

Deliveringpracticalandscalablebehavioralintelligenceacrosseveryemployeeandclientfor:

BehavioralawarenessusingdiscoveryprocessesReal-timebehavioralmanagementusingapps

TurnPersonalityintoPerformance

10 Copyright ã 2001-2017 DNA Behavior International

InstinctiveNormal“GoTo”

Learned/ModifiedBehavior

Learned/ModifiedBehavior

PersonalPerformancePotential

PersonalPerformanceImpediments

NaturalDNABehavior–

UniqueNaturalTalents

Confidence

LowSelfBelief

SkillsKnowledgeExperiencesEnvironments

BehavioralCenteredApproachToPerformance

SkillsKnowledgeExperiencesEnvironments

TraditionalToolStartingPoint

OurUniqueStartingPoint

11 Copyright ã 2001-2017 DNA Behavior International

CHARACTER and INTEGRITY

Discovering Your Performance Attributes

Trustworthy * Authentic * Emotionally Stable * Passion, Values, Purpose Driven

LEADER-SHIP

SKILLS

WORK SKILLS

COMPETENCIES

LEVEL C

Business DNA Natural Behavior

Education, Training, Experience

Heredity and Environment

LEVEL A

NATURAL BEHAVIORAL TALENTS

RELATIONSHIPS RESULTSLEVEL B

12 Copyright ã 2001-2017 DNA Behavior International

Goal Setting Lifestyle

StabilityInformation

SummaryofNaturalDNABehavior10UniqueStyles

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GeneralPopulationDistributionDNANaturalBehaviorStyles

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QuickSnapshotGetaQuickSnapshotofYourselfandOthers

14

15 Copyright ã 2001-2017 DNA Behavior International

HiringPerformanceChallenges

1. Hiring“RoundPegsinRoundHoles”– Matchingtalenttotherole

2. Buildingarecruitmentprocessthatleadstoongoingemployeeengagement

16 Copyright ã 2001-2017 DNA Behavior International

DNAHiringPerformanceProcess

1. Build a Positive Hiring Culture

based on a defined belief system and clear processes

2. Identify the Role knowing

the talents required based on current

team member behavioral styles

and activities to be performed

3. Create Role Benchmark by reviewing the

behaviors for the role based on

successful performers

4. Match Talent to the Role

by having the candidate

complete their Natural Behavior Discovery before

first interview

5. Match to Manager

by comparing the strengths and struggles of the Manager and

Candidate

6. Conduct Behavioral Interview

using powerful questions based on the strongest

behavioral factors

17 Copyright ã 2001-2017 DNA Behavior International

BusinessDNAastheFoundationof aRobustBehavioralHiringProcess

AptitudeandPersonalityAssessments

Increaseaccuracyofasuccessfulhireto53%

JobProfiling75%Accurate

Interviewprocessaloneonly14%accurate

StudiesbyJohnHunter,Ph.D.,MichiganStateUniversity 17

18 Copyright ã 2001-2017 DNA Behavior International

• Strengths - Behaviorsthatcomenaturallyandwhichshouldbeused.Note:Strengthsoverusedcanbecomeastruggle.

• Struggles – Behaviorsthatcanbemanagedwithgreaterawarenessofyournaturalbehaviors.Strugglesnotmanagedcanbecomeaweakness.

• Mid-RangeScores - Tendtobemoreflexibleinthesefactors.Easiertomoveleftorright.

BehavioralAwarenessStrengths,StrugglesandMid-Range

Objectivebehavioralawarenessisacriticalstartingpointtoyourworkplaceperformancetransformation.Playingtoyourstrengthsconsistentlywillmaximizeyourpotential.Although,

strengthsover-playedcanbecomeblind-spots.

19 Copyright ã 2001-2017 DNA Behavior International

CustomizedDNAUltimatePerformanceGuide

10UniqueNaturalWorkplaceStylesbasedon8PrimaryFactorsand24Sub-factors

PracticalAnalysisoftheKeyTalentsthatDrivePerformance

20 Copyright ã 2001-2017 DNA Behavior International

FOURCOMMONADVISORTEAMSTRUCTURESDEVELOPEDBYBRUCETUCHMAN

Forming

Storming

Norming

Performing

Source:https://www.mindtools.com/pages/article/newLDR_86.htm

FOUR COMMON ADVISOR TEAM STRUCTURESDEVELOPED BY BRUCE TUCHMAN

21 Copyright ã 2001-2017 DNA Behavior International

ReviewYourBusinessDNATeamReport

CoreWorkLifeDrivers

• Leveraging Team Talents for Success

• Hiring and Aligning Top Talent

• Understanding, Accepting, Respecting Differences for Enhanced Team Work

TeamCompatibilityMatrix

22 Copyright ã 2001-2017 DNA Behavior International

SummaryoftheTeam’sNaturalBehaviorResultsFocusedvs.RelationshipFocused

ThegraphshowsthenumberandpercentageofindividualsintheteamthatareResultsFocusedandRelationshipFocused.Overall,thiswillindicatetheteam'snaturaltendencytowardsbuildingrelationshipsandmotivationstogettingresults.

AResultsFocusedteamwillbemoretaskoriented,whileaRelationshipFocusedteamwillbemorehumanengagementoriented.

23 Copyright ã 2001-2017 DNA Behavior International

SummaryoftheTeam’sNaturalBehaviorOverallWorkLifeBehavioralAttitudes

Theteam'soverallnaturalmotivations,desiresandapproachtoWorkLifearereflectiveofthetwostrongestbehavioralfactorscalculatedbyaveragingeachindividualteammember'sfactorscores.

24 Copyright ã 2001-2017 DNA Behavior International

IdentifyingTeamDifferencesforBuildingaProductiveTeam

TheBusinessDNATeamReportmakesunderstandingteamdynamicseasyby:

• Identifyingthedifferenttalentsofteammembers

• Providinggraphicalanalysisofteamdifferences

• SummaryofResultsandRelationshipdrivedifferences

• Identifiesstrengthsandstrugglesofteammembersforrolematching

• Summaryofhowtocommunicatewitheachteammembers

25 Copyright ã 2001-2017 DNA Behavior International

BusinessDNATeamReportReviewandNavigationofTeamDifferences

NaturalBehaviorTeamReportCoreWorkLifeDrivers- NaturalBehaviorTeamReport

•Whatstrengthsandstrugglesdoestheteamhave?

•Howwouldyouleveragethedifferentteamtalentsforsuccess?

•Whattalent/positionswouldyouaddorremovefromtheteam? TeamCompatibilityMatrix- NaturalBehaviorTeamReport

25

26 Copyright ã 2001-2017 DNA Behavior International

First Break All the Rules

Build Up Your Teammates - Key Points:

1. Capitalize on differences (diversity) to build strong teams

2. By nature, differences divide3. We need each other:

• Shared/complementary talents• Teams need trust• Trust leads to unity

1. Understand self2. Understand others, and

Accept Respect & Appreciate Align Trust

3. Seek to Meet Their Communication Style

Bottom line = Teamwork

Great managers offer this advice:

Focus on each person’s strengths and manage around their weaknesses… Help each person become more of who they already are. This radical insight is fueled by one simple insight: Each person is different.

What the world’s greatest managers do differently.By Marcus Buckingham and Curt Coffman, 1999 by Simon & Schuster

27 Copyright ã 2001-2017 DNA Behavior International

The 6 Pillars of DNA Team Performance

1.Leader Review

For the Leader to Understand their Natural Leadership Talents to

Build a Healthy Team and Identify the Team Issues for Increasing Revenues

2.Team Member Review

For Each Individual Team

Member to Understand their Natural Talents for Performing

their Role in the Team

3.Team Meeting

A Team Meeting to

Align the Team for Greater

Productivity to Achieve Team

Goals

4. Team Relationships

Each Team Member to

Learn How to Adapt their

Communication to Engage and Interact With Others in the

Team

5. Leader Coaching

For the Leader to Lead from the Front and Coach Each

Team Member Based on their Unique Talents

6.Team Monitoring

Quarterly Team Reviews

to Monitor Team

Performance and Health

28 Copyright ã 2001-2017 DNA Behavior International

BuildtheNewTeamCultureLeadershipandAdvisoryTeamChangeManagement

Evolvetheleadershiptocoaches,andadvisoryteamsfromhuntersandportfoliodesigntoholisticplanningandrelationshipmanagers

Overview:1.Talentreviewtoidentifyperformancestrengthsandstruggles2.Assessfittotherole,team(s)andclients3.Leaderascoachmodeltoemotionallyengagemanagersandadvisors4.Advisordevelopmenttomanagebiasesandbeabehavioral coach

29 Copyright ã 2001-2017 DNA Behavior International

DNALeadershipPerformanceReport

The Leadership 360° Discovery Process provides in-depth feedback to assist in the development of your leadership performance and the building of workplace relationships. This process takes 15 to 30 minutes to complete 75 individual items across 7 key areas related to leadership.

• Leadership Proficiency• Results Drive• Effective Communication• Relationship Building• Leader EQ• Trust• Business Values

The DNA Leadership Performance Report highlights your top 10 leadership strengths and struggles, uncovering 75 items relating to your leadership performance in 7 distinct areas:

30 Copyright ã 2001-2017 DNA Behavior International

1. Point in time objective measurement of sustainable performance (SPI) which promotes year on year comparisons.

2. Integration of actual Leadership Performance Measurement and how the person should be performing based on their Natural DNA Behavior.

3. Insights on how the Leader needs to adapt their behavior to improve performance.

4. Provide a summary of the top 10 Leadership Strengths and Leadership Struggles.

5. Written feedback of the raters is captured in process and the report.

6. Dashboard summarizing the average scores for each rating item for each category of rater. (e.g. manager, peer, customers, direct report and other stakeholders)

7. All rating data and written feedback is 100% anonymous to the leader, raters and DNA Behavior.

KeyFeaturesBusinessDNALeadership360Process

31 Copyright ã 2001-2017 DNA Behavior International

LeadershipPerformancePlanning

32 Copyright ã 2001-2017 DNA Behavior International

1. Measuringaperson’scurrentsustainableperformancecapacityandtheirareasofstrengthandstrugglesisanecessarystartingplaceforbuildingtheirPerformancePlanfortransformation.

2. Personalandbusinessperformanceprogresscanbemonitoredthroughmeasuringthe“DNASustainablePerformanceIndex”.

3. ThebehavioraloutputsfromourBusinessDNADiscoverySystemsprovidethedataformeasuringtheDNASustainablePerformanceIndex.

MeasuringSustainableLeadershipPerformance

33 Copyright ã 2001-2017 DNA Behavior International

DNALeadershipSustainablePerformanceModel

Behavioral Strengths and Clarity which Drive Performance

To Identify:Performance Potential

Behavioral Struggles and Blind Spots which De-rail Performance

To Identify:Performance Impediments

1. Performance Pathway2. Emotional Engagement

of Others3. Confidence4. Wisdom

Behavioral Discovery for Leadership

Performance

Measurement of Leadership Sustainable

Performance Index

Foundation for DNA Leadership

Performance Plan

34 Copyright ã 2001-2017 DNA Behavior International

CommunicationTheDNABehaviorSolution

$

CommunicationDNA® isused todiscoveraperson’suniquecommunicationandlearningstylefortherealtimecustomizationofsales,marketingandserviceactivitiestoimproveemployeeand

clientengagementforenhancingRelationshipPerformance.

35 Copyright ã 2001-2017 DNA Behavior International

PositiveCommunication• SituationsFlow• Clarity• DecisionsGetMade• TasksGetCompleted• Engagement

PoorCommunication• StressandDiscomfort• Misunderstanding• Blockages• PoorExecution• LackofTrust

CommunicationDrivesRelationships

36 Copyright ã 2001-2017 DNA Behavior International

TeamWithLackofBehavioralInsight

?

? ?

?

DefaultStyles=1in4Engagement

MatchingEmployeesandClientsfor4in4

Engagement

23%RevenueUplift

TheVision:AClientCenteredBusinessBuiltonBehavioralMatching

BehavioralDiscoverytoKnow,EngageandGrowEvery

EmployeeandClient

LifeStyle:ProvideFun,OpennessandGraphics

Stability:ProvideSecurity,FeelingsandInstructions

Information:ProvideAnalysis,ResearchandDetails

GoalSetting:ProvideDiscussionandOpportunities

Source:GallupOrganization2009andDNABehaviorResearch2001-2014

37 Copyright ã 2001-2017 DNA Behavior International

CommunicationDNAStyle Goal-Setting Lifestyle Stability Information

WhenworkingwithGoal-SettingCommunicationDNAStyles

Minimal modificationrequired:

• Presentgoals• Focusreturns• Offeroptions

Somemodificationrequired:

• Movemorequicklytothebottomline

• Minimizeenthusiasm• Recognizetheymaynotenjoysmalltalk

Significant modificationrequired:

• Bemoredirect• Keepconversationsformal• Recognizetheymaycomeacrossascold

Somemodification required:

• Avoidunnecessarydetails• Presentthebigpicture• Recognizetheymaybeputoffbytoomuchdetailtoosoon

WhenworkingwithLifestyleCommunicationDNAStyles

Somemodificationrequired:

• Providegraphics• Explainhowbottomlinewillimpactlifestyle

• Recognizetheymaybeboredwithformalmeetings

Minimal modificationrequired:

• Invitetosocialevents• Setboundariestokeepfocused• Engageinsmalltalk

Some modificationrequired:

• Bemoreenergetic• Expressemotionandallowthemtoexpressviews

• Recognizetheymayfocusonpossibilitiesnotcertainties

Significantmodificationrequired:

• Bemoreinteractive• Avoidjumpingintofactsandresearchtoosoon

• Recognizetheymaylosefocusifthelifestylebenefitisnotclear

WhenworkingwithStabilityCommunicationDNAStyles

Significantmodification required:

• Softenthetone• Followupregularlytoensuretheyarecomfortable

• Recognizetheymayfeelpressuredifnotgivenenoughtimeandwarmth

Somemodification required:

• Speakmorecalmly• Createarelaxedenvironment• Recognizetheymaynotenjoyimpersonalenvironments

Minimalmodificationrequired:

• Offerfeelings• Expressemotionsandaskthattheysharetheirs

• Provideinstructions

Somemodificationrequired:

• Lightenupmeetings• Askhowtheyfeelaboutthefacts• Recognizetheymaywantaguaranteeofsecurity

WhenworkingwithInformationCommunicationDNAStyles

Somemodification required:

• Haveresearchavailable• Demonstratehowrisksareminimized

• Recognizetheymayneedtoretreatandthinktomakedecisions

Significantmodificationrequired:

• Concentrateonbeingreliable• Focusonbeingstructured• Recognizetheymaygetirritatedbyimprecisecommunication

Somemodificationrequired:

• Provideactionsteps• Focusmoreonfactsthanfeelings• Recognizetheymayappeartobeunexpressive

Minimalmodificationrequired:

• Offerdetailedresearch• Askifmoreinformationisneeded• Stayfocusedonthepractical

DNAMatrixForAdaptingCommunication

37

38 Copyright ã 2001-2017 DNA Behavior International

CommunicationDNAGroupReport

38

39 Copyright ã 2001-2017 DNA Behavior International

TeamPerformanceBenefits

AProvenMethodology

Ourexperienceandindependentresearchshowsthisapproachleadstoimprovedemployeeproductivitybyupto40%andteamproductivityby

70%andsustainablerevenuegrowthbymorethan23%ayear.

SomeIndicatorsofEmployeeEngagement:

1. Turnupontimeandarereliable

2. Feelunderstoodbytheirmanager

3. Wanttoworkfortheirmanager

4. Followthecompanyplan

5. Askquestionswhentheyneedhelp

40 Copyright ã 2001-2017 DNA Behavior International

Examplesofappliedteamperformance

Oncethebehavioralawarenessisdevelopedintheteam,wehavespecializedprogramsinthefollowingareas:1. Successionplanning2. Assimilatingnewleadersandteammembers3. Scalingbackofficetosupportgrowth4. Changemanagement5. Establishinggoalsandpriorities

41 Copyright ã 2001-2017 DNA Behavior International

BehavioralProductsResourceTourandMonthlyFeatures

http://www.businessdna.com/products/

Blog:http://blog.dnabehavior.com/CaseStudies:http://www.businessdna.com/benefits/#2

• OurfocushereatDNABehaviorin2017istoidentifythenaturalinstinctivebehavioral talentsthatareverystableovertime.Mostothertoolsfocusontheothercomponentsofpersonalitythataredynamicindifferentcircumstances.

• Thenaturalbehaviorprovidesareliablepredictorofhowapersonwillconsistentlyperformoverthelongertermusingtheirtalents,makedecisionswiththeleaststress,respondtodifferentlifeandworkfactorsthatchange,andwheretheywill“goto”underpressure.

42 Copyright ã 2001-2017 DNA Behavior International

BusinessDNA®forBehavioralInsightsUsingaValidatedPsychometricPlatform

ATailorMadeSuitforEveryClientSince2001,wehavebeenprovidingbusinessservicesworldwidewithasinglecloud-based“HRTech”platformwhichdeliverspracticalandscalablebehavioralintelligencesolutionsto“Know,EngageandGrow”everymanager,employeeandclientonlineforthebuildingofaclient-centeredbusinesswhichdelivershighperformance.

43 Copyright ã 2001-2017 DNA Behavior International

TheScienceDNASystems

Powerful and Unique Client

Centered Behavioral Solutions

Delivered in 123+ Countries and 11

Languages

Forced Choice Assessment

Measuring 64 Behavioral

Traits

60+ Man Years of

Development Investment Since 2001

Independent Validation by

Team with 100+ Years of

Experience

44 Copyright ã 2001-2017 DNA Behavior International

Featured

September’sFeaturedWebinarSeries:

BecomingaBusinessDNAPerformanceAdvisor

Thursday,September 28th@1PM

https://register.gotowebinar.com/register/50470167765908226

TransformingtheBusinessConsultantrole- BecomingaBusinessDNAPerformanceAdvisor

Whatisgettinginthewayofclient-centeredsuccess?Uncheckedbehavioralresponsesdrivingdecisionmaking.

Wewillguideyouonhowtoidentifyhiringprocess,teamperformance,andleadershipdevelopmentriskstriggeredbybehavior(bothyoursandyourclient’s):

• Solve87%ofbusinessissues,whicharehiddenastheyarepeoplerelated• Improveemployeeproductivitybyupto40%andteamproductivitybyupto70%• Identifythe5%ofemployeeswhoarepotentiallyrogue,costing5%ofrevenuelossesper

year

FeaturedTheBehaviorallySMARTWebinarSeries

45 Copyright ã 2001-2017 DNA Behavior International

Questions?ContactUs

FormoreinformationaboutDNABehavior

Contact:DNABehaviorInternational5901-APeachtreeDunwoodyRd,Suite375Atlanta,GA30328(866)791-8992

Leon.morales@dnabehavior.com

http://www.businessdna.com/discovery-trial/

• ReadourBlog:http://blog.dnabehavior.com/

• Pleasefollowourgroups:- LinkedInatFinancialPersonalityInsights- Twitter@FinancialDNA- Podcast:Leadership&TeamPerformancehttps://itunes.apple.com/us/podcast/behaviorally-smart-money-11-leadership-team-development/id1228688190?i=1000391087093&mt=2

Questions?ContactUs

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