winter 2017 catalog (fy17, q2) - tei connect · pdf file1 . winter 2017 catalog (fy17, q2) the...

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Winter 2017 Catalog

(FY17, Q2) The Treasury Executive Institute (TEI) is pleased to announce our winter 2017 catalog of in-person and remotely accessible programs. This quarter’s programs offer you — TEI’s community of federal leaders — tools and approaches for succeeding during and after the presidential transition. Register for the programs you find of interest today on the newly-released TEI Connect site. We look forward to connecting with and supporting you on your journey as a federal leader.

• The Executive Education and Development line provides senior leaders strategies for navigating the increasing complexity of leadership challenges. Look for engaging programming ― including convenient webinars ― in support of the Certificate in the Foundations of Complexity for executives.

• TEI’s Coaching Services program provides coaches, cultivates TEI’s coaching cadre, and presents programs for leaders to expand upon their coaching skills. Why do leaders need coaching skills in the workplace? Coaching, when utilized continuously in the manager/employee relationship, equips employees with the tools needed to develop themselves to act as a catalyst and assist their learning, engagement, and performance process. Be sure to check out the new Coaching Services Information section on TEI Connect and apply by November 18th for the 7th Coach Training Cohort.

• The Leadership Education and Development (LEAD) series includes programs focused on developing

skills in the Executive Core Qualifications (ECQs) through seminars with authors and experts, facilitated discussions on books and case studies, and asynchronous e-resource modules. Among the highlights is a Leader to Leader program with Council of Foreign Relations President Richard Haass on January 18.

Contents Page What’s New at TEI 2

Certificate in the Foundations of Complexity 2 At a Glance 3

Programs Requiring Early Registration 12 Register by December 9 12 Register by January 6 12 Register by February 1 12

Program Descriptions 13 Coaching Services 45 Course Types, Eligibility, Registration, and TEI Connect website Information 46 Course Location, Arrival, Weather Policy, No-Show Policy and Reasonable Accommodation Information 47

TEI ECQ Certificate Program and ECQ Certificate FAQs 49

ECQ Certificate Application 50

List of Courses by ECQ 53

https://tei.treasury.gov/

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What’s New at TEI

TEI Connect TEI’s community portal is now available. Named TEI Connect, the site — https://tei.treasury.gov — uses your individual OMB MAX username and password for authentication. TEI Connect includes a refreshed platform for program registration with quick links by alignment, resources for the TEI coaching cadre, and Executive Education and LEAD program certificate applications. Explore TEI Connect and register for FY17 Q2 programs today. If you need assistance accessing TEI Connect or registering for programs, contact TEI at [email protected] or 202-622-9311.

Certificate in the Foundations of Complexity

Executives wishing to have a comprehensive learning opportunity to develop more capacity to handle complexity are encouraged to complete the Certificate in the Foundations of Complexity. To receive the certificate, participants must complete all six of the Foundations of Complexity webinars offered in FY17, including application assignments. The certificate also requires three additional elective programs in the complexity line, along with associated discussions or application assignments. Participants are asked to complete a certificate request form, provided upon request by emailing [email protected] . Senior executive-only programs — in the complexity line — are marked Executives Only in the “At a Glance” and description sections of this catalog.

On Demand

Based on feedback, TEI is continuing to offer high-caliber on-demand programs. These programs offer anytime (24/7), anywhere access available on most devices (BlackBerry, smart phone, PC, tablet) and include simulations, toolkits, online resource libraries, and recorded sessions. Be sure to register early for on-demand programs, noting differing registration deadlines in the Programs Requiring Early Registration section of the catalog. These popular programs tend to fill quickly.

Football Series

Join TEI around the Big Game for a three-program series focused on leadership lessons from sports, specifically football. Register for each program individually, and participate in one, two, or all three: You Win in the Locker Room First, Harvard Business School Case Study ― Deflategate, and Reaching Your Goal.

CEUs The online and on-demand Stay Interview Toolkit has been approved for 2 HR (General) recertification credit hours toward aPHR ™, PHR ®, PHRca ®, SPHR ®, GPHR ®, PHRi™ and SPHRi ™ recertification through the HR Certification Institute (HCRI). Register for this program today. Enrollment for it closes on January 6, or before if at capacity. Also, the Coaching Services Community Coffee on January 24th provides one Continuing Coach Education (CCE) unit in the area of Resource Development.

Electronic Materials for Programs TEI is committed to providing electronic materials for programs when possible. Electronic books, case studies, assessments, and presentations will be provided to participants for select programs. This green initiative breaks down geographical barriers for our participants and reduces mailing costs.


mailto:[email protected]

mailto:[email protected]?subject=Foundations%20of%20Complexity%20form%20request

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FY17 Q2 TEI PROGRAMS AT A GLANCE

Jan Feb Mar Time (ET) Program Speaker/ Facilitator Method(s) Alignment/

Themes

9 1PM ― 3PM Polarities Workshop #2:

The “Swiss Army Knife” for Complexity

Cliff Kayser

Live in person or by phone

Leading Change Leading People Results Driven Business Acumen Building Coalitions Engagement Inclusive Diversity Performance Management Complexity

Register by December 9 Available from January 9

through March 31 At your convenience

3 Minutes a Day for Winter:

Power of Listening (JAN), Foundations of Accountability

(FEB), and Cultivating Motivated and Productive Teams (MAR)

3 Minutes a Day On demand

Leading Change Leading People Results Driven Building Coalitions Engagement Inclusive Diversity Performance Management


through March 31

At your convenience

Mind the Gap: Getting Results in a

Multigenerational Workplace

Curtis Odom On demand

Leading People Business Acumen Engagement Inclusive Diversity

10, 17, 24

12:15PM ― 1:15PM

Book Discussion:

Discover Your True North

Register by December 9

Michelle Zager Live by phone

Leading Change Leading People Results Driven

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Themes

18 9AM ― 10:30AM

Leader to Leader ― A World in

Disarray: American Foreign Policy and the Crisis of the Old Order

Richard Haass Live in person or by phone Leading Change

18 10:45AM ― 11:45AM

Discussion Group ― A World in Disarray

Michelle Zager Live in person Leading Change


through February 17 At your convenience

The Leadership Challenge

E-Learning Workshop

The Leadership Challenge On demand

Leading Change Leading People Results Driven Business Acumen Building Coalitions


through February 17 At your convenience

The Leadership

Practices Inventory

The Leadership Challenge On demand


19 11AM ― 12PM

Harvard Business School Case Study ― Leadership in Crisis:

Ernest Shackleton and the Epic Voyage of the Endurance

Participants Live by phone

Leading Change Leading People Results Driven Business Acumen

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Themes



Start with Why

Simon Sinek On demand

Leading Change Leading People Results Driven Building Coalitions

23 12PM ― 1PM Harvard Business School Case

Study ― Deflategate Participants Live by phone

Results Driven Business Acumen

23 12PM ― 2PM

Mindfulness in Organizations:

Why Mindful Executives Succeed Where Others Fail

Brian Peters & Rick Seiklay


Leading Change Leading People Results Driven Business Acumen Coaching Engagement Complexity

24 8AM ― 9:30AM

Community Coffee

Marykate

Dougherty & International

Coach Federation (ICF)

Live in person or by phone Coaching

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Themes

25 8AM ― 12PM Build a Culture of Accountability Jack Gottlieb Live in person or by phone


26 9AM ― 11AM

Engaging Employees:

Cultivating Your Organizational Culture

Sande Lehrer Live in person or by phone

Leading Change Leading People Engagement

26 11AM ― 12PM Book Discussion:

You Win in the Locker Room First Michelle Zager Live by phone


30 1PM ― 2:30PM Presence, Mindfulness, and Deep Listening

Chris Wahl &

Karen Gravenstine

Online Coaching

31 9AM ― 11AM

Fraud: An American History from

Barnum to Madoff

Edward Balleisen Live in person Leading Change

Register by January 6

Available from February 1 through March 31

At your convenience

The Stay Interview Toolkit

Dick Finnegan On demand Leading People Business Acumen Engagement

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Themes

7 1PM ― 3PM Leadership Team Frameworks Alexander Caillet


Leading Change Leading People Results Driven Business Acumen Building Coalitions Performance Management Complexity

7, 8 1PM ― 5PM

The Leader Within Workshop


Jim Boneau & Bluepoint Online

Leading Change Leading People Results Driven Building Coalitions

9 12PM ― 1PM

Book Discussion:

Love ‘Em or Lose ‘Em


Michelle Zager Live by phone Leading People Business Acumen Engagement

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Themes

13 1PM — 2:30PM Foundations of Complexity:

Using Narrative to Steer a Path Through Complexity

COPIA Consulting and Coaching

Online

Leading Change Leading People Results Driven Business Acumen Building Coalitions Coaching Engagement Inclusive Diversity Performance Management Complexity

15 11AM ― 12PM

Book Discussion: Leadership the Lencioni Way ―

The Ideal Team Player




16 11:30AM ― 12:30PM

Case Study ― Amazon

as an Employer


Participants

Live by phone


17 12PM ― 1:30PM

Reaching Your Goal

Bob Davies Online

Leading Change Leading People Results Driven

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Themes

22 1PM ― 2:30PM

Executive Storytelling:

How Leaders Use Stories to Engage, Persuade, and Inspire

Ira Koretsky Online

Leading Change Leading People Results Driven Engagement

23 9AM ― 12PM Leadership Effectiveness Exchange

(LEE): Empowering Federal Leaders for a Change

Steve Frieman

Live in person

Leading Change Leading People Results Driven Business Acumen Building Coalitions Complexity

24 9AM ― 11AM

A Whole Brain Approach to

Addressing Challenges: How to Increase Your

Mental Agility

Sande Lehrer Live in person Leading Change Leading People Results Driven

27 11AM ― 12PM The Leadership Challenge Implementation Discussion Michelle Zager Live by phone


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Themes

27 11AM —1PM Resilience for Complex Times Jessica Bronzert

Online

Leading Change Leading People Results Driven Business Acumen Building Coalitions Coaching Engagement Complexity

28 12PM ― 2PM

Coaching in the Workplace:

Utilizing Coaching Skills to Manage Up

CI International Online Coaching

Register by February 1 Available from March 1


Question Thinking:

The Key to Transforming Mindsets and Results

Marilee Adams On demand Leading People Results Driven Engagement

2 12PM ― 1PM

Book Discussion:

The Co-Active Approach to Changing Business and

Transforming Lives

Register by February 1

Marykate Dougherty Live by phone Coaching

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Themes

8 11AM ― 12PM

Book Discussion: Leading on the Edge




12



Themes

13 1PM ― 3PM Polarities Workshop #3:

Good-to-Great Leadership ― The “Big Five” Ideas

Cliff Kayser


Leading Change Leading People Results Driven Business Acumen Building Coalitions Coaching Engagement Inclusive Diversity Performance Management Complexity

14 9AM ― 10:30AM Coalition Building: 8 Steps Adapted from Real Crisis Gary Kaufman Live in person

or by phone

Leading Change Leading People Results Driven Building Coalitions Engagement

15 9AM ― 11AM ECQs: A Recipe for Success John Verrico Live in person


16 12PM ― 2PM The Energy Leadership Model Greg Ballard Online Coaching

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Themes

21 9AM ― 11AM

Helping Leaders Successfully

Navigate Change: Reframing Our Outlook

Sande Lehrer Live in person or by phone

Leading Change Leading People

22 11AM ― 12PM

Book Discussion:

Leadership the Lencioni Way ― The Advantage:

Why Organizational Health Trumps Everything Else


Michelle Zager Live by phone Leading Change Leading People Results Driven

28 1PM ― 2PM


A Simple Model to Improve Performance

Marykate Dougherty Live by phone Coaching

Performance Management

31 10AM ― 12PM

From Silicon Valley to the

Executive Branch: Applying Design Thinking to Tackle Government’s Toughest Problems

Rick Henry Live in person

Leading Change Results Driven Business Acumen Engagement Performance Management Complexity

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Programs Requiring Early Registration Registration may close earlier than the date indicated if a program reaches capacity.

Registration Closes December 9

Course Date(s) Course Name At your convenience between January 9 and March 31

3 Minutes a Day for Winter: (1) Power of Listening (JAN), (2) Foundations of Accountability (FEB), and (3) Cultivating Motivated and Productive Teams (MAR). Register once for access to all three modules.

At your convenience between January 9 and January 31

Mind the Gap: Getting Results in a Multigenerational Workplace

January 10, 17, 24 Discover Your True North (3-session book discussion) At your convenience between January 18 and February 17

The Leadership Challenge E-Learning Workshop

At your convenience between January 18 and February 17

The Leadership Challenge Practices Inventory

At your convenience between January 23 and March 31

Start with Why

January 26 You Win in the Locker Room First (book discussion)

Registration Closes January 6

Course Date(s) Course Name At your convenience between February 1 and March 31


February 7 & 8 The Leader Within Workshop February 9 Love ‘Em or Lose ‘Em (book discussion) February 15 Leadership the Lencioni Way ― The Ideal Team Player (book discussion)

February 16 Case Study: Amazon as an Employer

Registration Closes February 1

Course Date(s) Course Name At your convenience between March 1 and March 31

Question Thinking: The Key to Transforming Mindsets and Results

March 2 The Co-Active Approach to Changing Business and Transforming Lives (book discussion)

March 8 Leading on the Edge (book discussion)

March 22 Leadership the Lencioni Way ― The Advantage: Why Organizational Health Trumps Everything Else (book discussion)

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PROGRAM DESCRIPTIONS

All times listed in the catalog are local in the Eastern Time Zone.

Location

TEI classroom is at Lower Mezzanine, 1722

‘I’ St., NW

Polarities Workshop #2:

The “Swiss Army Knife” for Complexity

January 9 1PM — 3PM

Cliff Kayser

TEI classroom or by phone Dial-in number will be provided no later than two business days before the program. Alignment/ Theme Leading Change Leading People Results Driven Business Acumen Building Coalitions Engagement Inclusive Diversity Performance Management Complexity

Polarities are paradoxes, seemingly conflicting dimensions of issues that must be considered together to address complex leadership challenges. While difficult to describe in words, polarities abound every day, both in and out of the workplace. More and more often, leaders encounter persistent, complex issues that must be managed over time rather than being “solved” once and for all. When this occurs, no doubt, polarities are present. The higher one goes in leadership, the more prominent role polarities play in the challenges leaders face. Hence, it is essential that senior leaders see the polarities they are facing and develop techniques to address them effectively. WORKSHOP 2: The “Swiss Army Knife” for Complexity Through a combination of experience, intuition, and hard-earned wisdom, effective leaders have developed the ability to look within complex issues, and to see a more complete picture for the dynamics of organizational complexity. Through the study of this intuitive leading leadership and organizational research has developed an approach that "short-cuts" the learning process and accelerates skill development for addressing complexity. In this session participants will receive an overview of a simple, yet powerful approach for simplifying complexity, at leader, team, and organizational levels. For a richer experience for all participants, those in the Washington, DC area are encouraged to attend this workshop in person. Counts toward the Certificate in the Foundations of Complexity.

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3 Minutes a Day for Winter: Power of Listening, Foundations of

Accountability, and Cultivating Motivated and Productive Teams

Registration closes December 9, or before if at capacity

Available from January 9 — March 31

Online and on demand Alignment/ Themes Leading Change Leading People Results Driven Building Coalitions Engagement Inclusive Diversity Performance Management Space is limited. Advance registration required.

3 Minutes a Day programs have been a hit in the past, so we are bringing them back, triple time. Efficient, full of useful content, well-designed, and accessible at your convenience, each month in the winter quarter will highlight a timely 3 Minutes a Day topic, building a community around leadership themes.

• January, Power of Listening — Listening is a skill, an ability that can be strengthened, improved, and optimized. This module provides you in-depth information and guidance on effective listening and key active listening techniques, plus targeted lessons on applying listening to clarification, bridging cultural gaps, and resolving conflicts.

• February, Foundations of Accountability — Appropriate for all organizational levels, this module introduces the fundamentals of personal accountability. You will learn how to cultivate an accountable mindset, create a process for ensuring accountable action, and discover ways to troubleshoot and improve the personal accountability of others.

• March, Cultivating Motivated and Productive Teams — Leaders are expected to get the highest ratings, rankings, and results for their organizations. It’s impossible for leaders to meet these demands without the cooperation of energized, motivated, and productive employees. Join David Dye, an internationally recognized leadership and employee engagement expert, for practical solutions that will forge your team into a productive powerhouse through tips, tactics, and techniques to inspire, get more done, and sustain excellent performance.

The total time commitment for this program is 3 hours. Register once for access to all three modules. This program requires you to be at your computer or mobile device.

Counts toward the Leading Change, Leading People, Results Driven, or Building Coalitions certificate.

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Mind the Gap: Getting Results in a Multigenerational Workplace


Available from January 9 — January 31

Curtis Odom

Online and on demand

Alignment/ Themes Leading People Business Acumen Engagement Inclusive Diversity Space is limited. Advance registration required.

Topnotch organizations know how to get business results because of their diverse and multigenerational workforces ― not despite them. In this short, dynamic, on-demand program, you will experience a new take on the hot topic of generational diversity. This program conveys facts and feelings associated with differences ― not as a means to classify or compare individuals ― but to build new knowledge about the gap between talents of multigenerational workforces. It also demonstrates what organizations are doing to engage employees to gain business results.

Curtis Odom, Ed.D., is a human capital strategist, writer, speaker, and thought leader on the subject of multigenerational work practices and priorities. His clients at Prescient Strategies have included organizations going through mergers and talent management changes.

The total time commitment for this program is 30 minutes. This program requires you to be at your computer or mobile device.

Counts toward the Leading People or Business Acumen certificate.

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Book Discussion: Discover Your True North


January 10, 17, 24

12:15PM — 1:15PM

Michelle Zager

By phone Dial-in number will be provided no later than two business days before the program.

Alignment/ Themes Leading Change Leading People Results Driven Space is limited. Advance registration required.

Prerequisite: Read TEI-provided book before the discussion.

Confirmed participants outside of the Washington DC metro area must send their mailing address to [email protected] no later than December 9. Confirmed participants within the Washington DC metro area must pick up course materials from TEI, available after December 9. If a participant drops out of the class, the course materials must be returned to TEI within one week of cancellation.

Examine your inner compass with this three-session series on Bill George’s leadership classic, Discover Your True North. Each book discussion session includes original True North exercises and breakout groups to help you navigate your leadership path. Tom Rath, author of Strength Finder, enthuses, “this is the most robust and practical leadership book I have ever read, period.”

Counts toward the Leading Change, Leading People, or Results Driven certificate.


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Leader to Leader ―

A World in Disarray: American Foreign Policy and the Crisis of the Old Order

January 18 9AM — 10:30AM

Richard Haass

TEI classroom or by phone Dial-in number will be provided no later than two business days before the program.

Alignment/ Theme Leading Change

The rules, policies, and institutions that have guided the world since WWII have largely run their course. Respect for sovereignty alone cannot uphold order in an age defined by global challenges from terrorism and the spread of nuclear weapons to climate change and cyberspace. Meanwhile, great power rivalry is returning. Dr. Haass argues for an updated global operating system ― call it World Order 2.0 ― that reflects the reality that power is widely distributed and that borders count for less. One critical element of this adjustment is adopting a new approach to sovereignty, one that embraces its obligations and responsibilities, as well as its rights and protections. Haass shows that the world cannot have stability or prosperity without the United States, but that the U.S. cannot be a force for global stability and prosperity without its politicians and citizens reaching this new understanding.

Richard Haass, Ph.D., is in his 14th year as president of the Council of Foreign Relations (CFR). CFR is an independent, nonpartisan membership organization, think tank, publisher, and educational institution dedicated to being a resource to help people better understand the world and the foreign policy choices facing the United States and other countries. A Senate-confirmed ambassador, Dr. Haass has held multiple high-level positions, with extensive experience in government. He is a Rhodes Scholar and holds degrees from Oberlin College and Oxford University, in additional to numerous honorary degrees and prestigious awards.

Dr. Haass will deliver prepared remarks for approximately 30 minutes. The remainder of the program will be your opportunity for questions and discussion.

A facilitated discussion on “A World in Disarray” will take place (in-person only) starting at 10:45AM in the TEI lounge. We encourage you to register for both programs.

Counts toward the Leading Change certificate.

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Discussion Group ―

A World in Disarray: American Foreign Policy and the Crisis of the Old Order

January 18 10:45AM — 11:45AM

Michelle Zager

TEI Lounge

Alignment/ Theme Leading Change

Join fellow TEI participants for a facilitated discussion on how you or your agency will be impacted by trends highlighted by “A World in Disarray” with Dr. Richard Haass. Additional discussion will focus on foreign and domestic trends influencing your organization’s direction. This discussion group immediately follows the 9AM program with Dr. Richard Haass. Register for both programs today. Counts toward the Leading Change certificate.

The Leadership Challenge E-Learning Workshop


Available from January 18 — February 17



Alignment/ Themes Leading Change Leading People Results Driven Business Acumen Building Coalitions Space is limited. Advance registration required.

This self-paced, engaging, and fully-interactive multimedia program introduces you to The Leadership Challenge. Its Five Practices of Exemplary Leadership® are known worldwide as a practical model of leadership development. By enrolling and participating, you accept the challenge to effectively cultivate and liberate the leadership potential in yourself. This program’s concepts are delivered through story-board scenarios, multiple- choice questions, and self-reflection exercises.

Also register for The Leadership Challenge Leadership Practices Inventory to enhance this workshop through a 360-degree assessment and one-on-one interpretation with certified Leadership Challenge facilitator Michelle Zager.

The total time commitment for this program is 2 hours. This program requires you to be at your computer or mobile device.

Counts toward the Leading Change, Leading People, Results Driven, Business Acumen, or Building Coalitions certificate.

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Leadership Practices Inventory


Available from January 18 — February 17



Alignment/ Themes Leading Change Leading People Results Driven Business Acumen Building Coalitions Space is limited. Advance registration required.

Prerequisite: Complete The Leadership Challenge E-Learning Workshop.

After gaining an understanding of terminology and principles behind The Leadership Challenge through its e-learning workshop, take The Leadership Challenge’s 360-degree assessment, the Leadership Practices Inventory. The assessment will enhance what you learned in the workshop and includes a one-on-one interpretation of your assessment, scheduled at a mutually agreeable time with certified Leadership Challenge facilitator Michelle Zager.



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Harvard Business School Case Study ― Leadership in Crisis: Ernest Shackleton and the Epic Voyage of the Endurance

January 19 11AM ― 12PM

By phone Dial-in number will be provided no later than two business days before the program. Alignment/ Themes Leading Change Leading People Results Driven Business Acumen Space is limited.

Prerequisite: Read TEI-provided case study before the discussion.

Participants will receive the case study from [email protected] approximately one week in advance of the phone session.

One of Harvard’s most popular case studies provides an opportunity to examine leadership in the context of Ernest Shackleton’s 1914 Antarctic expedition. In preparation for the discussion, you will receive a case study which summarize Shackleton’s career as an officer in the British Merchant Marines, detail his work on several prominent Antarctic missions, and describe the competitive nature of polar exploration in the late 19th and early 20th centuries. This case study examines Shackleton’s planning and his efforts to maintain his team’s morale, loyalty, and commitment in the face of extraordinary trials.

The phone session will include discussion of the leadership lessons from the case study and how they may be applied in our own workplaces. The majority of the phone discussion will be spent in breakout groups.

Counts toward the Leading Change, Leading People, Results Driven, or Business Acumen certificate.


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Start with Why


Available from January 23 — March 31

Simon Sinek

Online and on demand Alignment/ Theme Leading Change Leading People Results Driven Building Coalitions Space is limited. Advance registration required.

“Ideas alone don't change our world for the better. Ideas that inspire action do. When we share the ideas that inspire us in a way that inspires others to take action, we can build the world we imagine." ― Simon Sinek

Do you know your why? It’s the purpose, cause, or belief that inspires you to do what you do. This blended learning program includes personal and community-building activities throughout the quarter.

• January: Program kick-off with an on-demand module in which Simon Sinek guiding you on how to gather your story

• February: Partner with another participant to help each other identify recurring patterns, themes, keywords, and ideas from your story

• March: Test and apply your why

After completing the on-demand program, you will be eligible to extend your learning by signing-up for Habit Changer emails. These messages include simple tips and resources to assist you in living your why once the formal program has concluded.

The total time commitment for this program is 3 hours.

This on-demand program requires you to be at your computer or mobile device. It is available using the following platforms and devices: Windows XP, Vista, 7 (Internet Explorer 9 and 10, Firefox, Google Chrome), Mac OS X 10.5+ (Safari, Firefox, Google Chrome), and iPad 1, 2, and 3.


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Harvard Business School Case Study ―

Deflategate

January 23 12PM ― 1PM

By phone Dial-in number will be provided no later than two business days before the program. Alignment/ Themes Results Driven Business Acumen Space is limited.

Prerequisite: Read TEI-provided case study before the discussion.

Participants will receive the case study from [email protected] approximately one week in advance of the phone session.

On January 18, 2015, the New England Patriots faced the Indianapolis Colts in the AFC Championship game. In the second quarter, a Colts player intercepted a pass from Patriots quarterback Tom Brady. Colts equipment personnel alerted NFL officials that the ball’s air pressure was below the required 12.5 pounds per square inch. At half-time, officials found the air pressure in over 11 of the 12 game balls to be under the requirement. Some argued that the lower pressure provided a competitive advantage as it made the ball easier to grip and harder to fumble.

The NFL launched an investigation into what became known in the media as, “Deflategate.” It commissioned attorney Ted Wells to investigate whether the balls had been intentionally deflated. Wells’ team, with expert consultants, examined air pressure data recorded by referees, the temperature on game day, the behavior of Patriots players, and other evidence.

The phone session will include discussion of the leadership lessons from the case study ― including evidence revealed and investigation flaws ― and how they may be applied in our own workplaces. The majority of the phone discussion will be spent in breakout groups.

Counts toward the Results Driven or Business Acumen certificate.


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Mindfulness in Organizations:

Why Mindful Executives Succeed Where Others Fail

January 23 12PM — 2PM Snow Date: January 30 12PM ― 2PM

Brian Peters & Rick Seiklay

TEI classroom or by phone Dial-in number will be provided no later than two business days before the program. Alignment/ Theme Leading Change Leading People Results Driven Business Acumen Coaching Engagement Complexity

Mindfulness is an evidence-based concept and an approach that is effective in work and life, something researchers and practitioners know is a predictor of success for executives in the workplace and general well-being. The framework for mindfulness training provides a foundation for leaders to be able to thrive in a complex and changing workplace. Research on mindfulness and resilience provide us with both: (1- ) the characteristics of outstanding leaders and (2- ) the derailers which contribute to failure. Leaders who practice mindfulness are not only rated higher in success, but also higher in mental health and general well-being. Without this foundation, executives can have all the technical skill in the world, but still struggle to achieve results. Participants will be given the knowledge and tools to improve their ability to: • Focus on priorities • Optimize personal productivity • Eliminate tasks with limited productivity value • Recognize and understand their own mood, emotions, and drives, as well as their effect on others • Make better decisions • Manage stress • Listen to build rapport and engage and motivate individuals and teams • Increase their organization’s collective sense of mindfulness and intention • Adapt and bounce back in the face of adversity, trauma, tragedy, threats or even significant sources of stress—such as workplace stress, family and relationship problems, serious health problems, and financial stressors • Maintain general well being For a richer experience for all participants, those in the Washington, DC area are encouraged to attend this workshop in person. Counts toward the Certificate in the Foundations of Complexity.

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Community Coffee

January 24 8AM — 9:30AM

Marykate Dougherty & International Coach Federation (ICF)

TEI classroom or by phone Dial-in number will be provided no later than two business days before the program. Alignment/ Theme Coaching

ICF Community Coaching coffees bring together coaches of all experience levels, training backgrounds, and specialties resulting in a great cross-pollination of ideas and perspectives. This event is open to all interested in coaching — you do not need to be an International Coach Federation (ICF) or TEI coaching cadre member. This program provides 1 Continuing Coach Education (CCE) unit in the area of Resource Development.

Build a Culture of Accountability

January 25 8AM — 12PM

Jack Gottlieb

TEI classroom or by phone Dial-in number will be provided no later than two business days before the program. Alignment/ Themes Leading Change Leading People Results Driven Business Acumen

This program focuses on how to consistently work as a team by implementing a strategic focus. It defines a critical framework that is the basis for Aligned Accountability, an approach that drives forward right actions and works to eliminate behaviors and habits that do not continue to improve. The program includes analysis of cultures of accountability within teams, and the competition that arises as a result, to develop action plans you may apply in your workplace. Jack Gottlieb, CEO of Total Solutions Group, is a results generating senior executive whose expertise is in transforming organizations’ cultures and strategy where leaders can exercise more decisiveness. In 2015, Mr. Gottlieb was awarded The World HR and Training Congress’s Global Training and Development Leadership Award. He has worked with over 125 companies and 20 different federal government agencies. Counts toward the Leading Change, Leading People, or Results Driven certificate.

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Engaging Employees: Cultivating Your Organizational Culture

January 26 9AM — 11AM

Sande Lehrer

TEI classroom or by phone Dial-in number will be provided no later than two business days before the program. Alignment/ Themes Leading Change Leading People Engagement

How do you create an engaged community within your organization? A flourishing culture is not created, but cultivated. This session provides leaders with strategies to transform the landscape of the workforce and workplace. Factors of disengagement, “paths of engagement,” and successful motivational approaches will be explored. Participants will learn how leaders can nurture their organizational culture and create connections which build a shared and inclusive community. This program is not eligible for ECQ certificate credit.

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Book Discussion:

You Win in the Locker Room First


January 26 11AM — 12PM

Michelle Zager

By phone Dial-in number will be provided no later than two business days before the program. Alignment/ Themes Leading Change Leading People Results Driven Business Acumen Building Coalitions Space is limited. Advance registration required.

Prerequisite: Read TEI-provided book before the discussion. Confirmed participants outside of the Washington DC metro area must send their mailing address to [email protected] no later than December 9. Confirmed participants within the Washington DC metro area must pick up course materials from TEI, available after December 9. If a participant drops out of the class, the course materials must be returned to TEI within one week of cancellation. Head coach Mike Smith led one of the most remarkable turnarounds in NFL history. In the season prior to his arrival in 2008, the Atlanta Falcons had a 4-12 record and the franchise had never achieved back-to-back winning seasons. Under Smith’s leadership, the Falcons earned an 11-5 record in his first season and would go on to become perennial playoff and Super Bowl contenders earning Smith multiple AP and peer Coach of the Year honors. You Win in the Locker Room First draws on the extraordinary experiences of Coach Smith and Jon Gordon, consultant to numerous college and professional football teams, to explore the seven powerful principles that you may adopt to revitalize your organization. Its invaluable leadership lessons include takeaways from victories, successes, failures, and mistakes. This facilitated book discussion includes breakout groups. Counts toward the Leading Change, Leading People, Results Driven, Business Acumen, or Building Coalitions certificate.


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Presence, Mindfulness, and Deep Listening

January 30 1PM —2:30PM

Chris Wahl & Karen Gravenstine

Online Alignment/ Theme Coaching

Whole-person coaching always includes mind (language), body (physical cues and stances), and emotion (feelings). In this webinar, we will look primarily at being present (body and mind) and deep listening (mind and emotion). Coaches must constantly practice being present and must understand themselves well enough to know what being present looks and feels like, externally and internally. Mindfulness is a byproduct of being present, and vice versa. Coaches who are mindful are able to accept what is and pay attention to their thoughts and feelings without judging them. A coach’s ability to listen deeply brings resonance to the coaching relationship and allows the coach to ask quality, authentic questions of the client. This webinar requires you to be at your computer or mobile device and will include in-the-moment exercises and practices related to the topics above. This program is not eligible for ECQ certificate credit.

Fraud: An American History from Barnum to Madoff

January 31 9AM ― 11AM

Edward Balleisen

TEI classroom or by phone Dial-in number will be provided no later than two business days before the program. Alignment/ Theme Leading Change

The United States has always proved an inviting home for outright swindlers. Worship of entrepreneurial freedom has complicated the task of distinguishing aggressive salesmanship from unacceptable deceit, especially on the frontiers of innovation. At the same time, fraud has been a key feature of American business since its beginnings. Dr. Edward Balleisen describes the slow, piecemeal construction of modern regulatory institutions to protect consumers and investors, from the Gilded Age through the New Deal and the Great Society. It concludes with the more recent era of deregulation, which has brought with it a spate of costly frauds, including the savings and loan crisis, corporate accounting scandals, and the recent mortgage-marketing debacle. Professor Balleisen is Associate Professor of History and Public Policy, and Vice Provost for Interdisciplinary Studies, at Duke University. He is also the author of Navigating Failure: Bankruptcy and Commercial Society in Antebellum America. Counts toward the Leading Change certificate.

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Registration closes January 6, or before if at capacity

Available from February 1 — March 31

Dick Finnegan


Alignment/ Themes Leading People Business Acumen Engagement Space is limited. Advance registration required.

Research shows that voluntary quits are approaching historic highs, while Gallup reports employee engagement has flat-lined over the past 15 years. Low employee engagement and high employee turnover is costly to organizations. Bestselling author and C-Suite Analytics founder Dick Finnegan provides you 12 bite-sized e-learning modules to show how the Stay Interview can boost engagements and retention this year.

Stay interviews succeed because they:

• Provide current information • Build trust • Address an employee’s most important issues • Put leaders in the solution seat because the primary reason employees leave is

distrust of their direct manager


The Stay Interview Toolkit has been approved for 2 HR (General) recertification credit hours toward aPHR ™, PHR ®, PHRca ®, SPHR ®, GPHR ®, PHRi™ and SPHRi ™ recertification through the HR Certification Institute (HCRI).

Want to learn more about Mr. Finnegan’s perspectives on Amazon’s talent retention methods? Also register for the February 16 case study program today.


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Leadership Team Frameworks

February 7 1PM — 3PM Snow Date: March 22 1PM ― 3PM

Alexander Caillet

TEI classroom or by phone Dial-in number will be provided no later than two business days before the program. Alignment/ Theme Leading Change Leading People Results Driven Business Acumen Building Coalitions Performance Management Complexity

The Corentus approach to teams is grounded in three complementary frameworks, which together provide the basis for all the individual tools in the learning suite. Learning these frameworks provides participants with an integrated awareness of how each tool fits into the big picture of team functioning. Even when leading just a single stand-alone tool, learners benefit from a solid understanding of the larger context. Team Wheel - TF-1 How do teams function? The Team Wheel provides a detailed map of all the key factors contributing to a team’s effectiveness and performance, from common purpose to roles and competencies to mutual accountability. Leaders, coaches, and other team development professionals can use this model as a detailed roadmap both for assessing a team (capturing its unique profile of strengths and challenges) and for helping it move forward (pinpointing the specific changes most likely to help the team grow, develop, and transform). Team Operating Modes - TF-2 How is leadership and accountability distributed within a team? Groups of people within an organization can function together in a variety of different ways, only some of which involve real interactive teamwork. This tool trains participants to recognize five basic operating modes—on a spectrum from minimally collaborative (directed by one authoritative leader) to fully collaborative (self-directed)—together with the benefits and challenges of each. A team’s primary Operating Mode(s) will affect the way it handles each area of the Team Wheel. Team Life Cycle - TF-3 How do teams evolve over time? Teams, like individual human beings, develop and change over time. The Team Life Cycle synthesizes the group development research of Bruce Tuckman, Susan Wheelan, and others into a comprehensive six-stage model. Life Cycle stage influences a team’s ability to effectively utilize each of the Operating Modes and helps determine which areas of the Team Wheel they are ready and able to focus on. Participants will develop awareness of the mindsets, capabilities, and challenges characteristic of each of the six stages, with dynamic applications to their own teams. For a richer experience for all participants, those in the Washington, DC area are encouraged to attend this workshop in person. Counts toward the Certificate in the Foundations of Complexity.

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The Leader Within Workshop


February 7 & 8 1PM — 5PM

Jim Boneau & Bluepoint

Online (via Adobe Connect) Alignment/ Themes Leading Change Leading People Results Driven Building Coalitions Space is limited. Advance registration required.

Prerequisite: Take the Bluepoint-provided Leadership Emotional Intelligence 360 Assessment.

Through the course of this two-day program, you will take a deeper journey into your inner mind to learn to better tap the enormous power of your emotions and moods. Discover how Leadership Emotional Intelligence is the primary determinant of a leader’s ability to effectively influence others and enact change. The Leadership Emotional Intelligence 360 Assessment details how frequently others view you engaging in practices that are directly related to the four dimensions of emotional intelligence: personal awareness, self-mastery, leadership connections, and influencing others. Through a series of highly engaging exercises and group discussions, you will learn to recognize your emotions in interpersonal circumstances, respond to emotions in ways that enhance your leadership, increase awareness of the emotions of others, and be an energizing force within your organization. Bluepoint specializes in developing leaders and is winner of the 2015 Leadership 500 Excellence Award. Their joint program with famed coach, Marshall Goldsmith, placed third in the large leadership partner and provider category.

To facilitate your learning and schedule, we broke the full-day workshop into 2 four-hour sessions. Participants must attend both sessions. The total time commitment for this program is 8 hours. This program requires you to be at your computer or mobile device.


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Book Discussion:

Love ‘Em or Lose ‘Em


February 9 12PM ― 1PM

Michelle Zager

By phone Dial-in number will be provided no later than two business days before the program. Alignment/ Themes Leading People Business Acumen Engagement Space is limited. Advance registration required.

Prerequisite: Read TEI-provided e-book before the discussion.

Participants will receive a link to the PDF e-book from [email protected] approximately one month in advance of the phone session.

This book by Beverly Kaye and Sharon Jordan-Evans discusses how to get employees to stay, covering employee engagement from A to Z. Join this book discussion to identify which of the recommend techniques might work in your environment. The majority of the phone discussion will be spent in breakout groups.

Want to learn more about perspectives on Amazon’s talent retention methods? Also register for the February 16 case study program from Ivey Publishing and the Management Development Institute.



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Foundations of Complexity

Webinar 3 of 6:

Using Narrative to Steer a Path Through Complexity

February 13 1PM — 2:30PM

COPIA Consulting and Coaching

Online (via AT&T Connect) or by phone Dial-in number will be provided no later than two business days before the program. Alignment/ Theme Leading Change Leading People Results Driven Business Acumen Building Coalitions Coaching Engagement Inclusive Diversity Performance Management Complexity

The Foundations of Complexity webinar series consists of six consecutive webinars held over the course of the fiscal year introducing executives to approaches for mastering leadership in the midst of complexity. Using real-world examples, each webinar explores foundational ideas and tools that will help executives rethink their current realities and reshape their future possibilities. Participants may take each webinar as a stand-alone session or as a complete series – sessions will build on each other but will be understandable with no previous participation. Those who take the entire webinar series ― including follow-on practical applications and three additional elective sessions ― will be eligible for a Certificate in the Foundations of Complexity from TEI. WEBINAR 3: Using Narrative to Steer a Path Through Complexity In the midst of complexity, it’s easy to get spun up in reactive attitudes, emotions and behaviors. Responding skillfully requires new ways of understanding the situation and your place in it—creating a space between stimulus and response in order to assess all that is going on before acting. To do this, it is important to separate facts from assumptions and understand the stories that underlie behaviors and attitudes. This webinar introduces methods for recognizing your narratives about yourself and the situations you find yourself in, seeing them in fresh ways, and deliberately choosing new stories that in turn drive new attitudes and behaviors and lead to new responses to complex realities. This program requires you to be at your computer or mobile device. Counts toward the Certificate in the Foundations of Complexity.

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Book Discussion:

Leadership the Lencioni Way ― The Ideal Team Player


February 15 11AM — 12PM

Michelle Zager


Prerequisite: Read TEI-provided e-book before the discussion.

Confirmed participants outside of the Washington DC metro area must send their mailing address to [email protected] no later than January 6. Confirmed participants within the Washington DC metro area must pick up course materials from TEI, available after January 6. If a participant drops out of the class, the course materials must be returned to TEI within one week of cancellation.

In classic Patrick Lencioni style, this leadership fable presents a powerful framework and easy-to-use tools for identifying, hiring, and developing team players in every organization. Whether you are a leader striving to create a culture of teamwork, a human resources professional looking to hire team players, or an employee wanting to make yourself an invaluable team member, this facilitated book discussion will prove to be as practical as it is compelling. The majority of the phone discussion will be spent in breakout groups.

Counts toward Leading Change, Leading People, Results Driven, Business Acumen, and Building Coalitions certificate.


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Case Study ― Amazon as an Employer


February 16 11:30AM ― 12:30PM


Alignment/ Themes Leading Change Leading People Results Driven Business Acumen Space is limited. Advance registration required.

Amazon was the biggest Internet-based retailer in the United State and had frequently been featured on lists of the most admired companies. In 2015, “The New York Times” published an article that portrayed Amazon as a ruthless employer with brutal human resource management practices and a toxic work atmosphere. Employees were divided in their opinions: some found the culture invigorating and others found it difficult to survive. Leaders in the industry came to Amazon’s defense, while employees at other organizations began to disclose their own experiences of toxic work environments.

Join this facilitated discussion of a case study to explore the following questions and more. Could Amazon continue to grow, thrive, and retain employees if it maintained its current employee management strategy? Did stress foster innovation? And, if so, at what point did that stress become destructive?

Want to learn more about the stay interview, one of the engagement strategies? Also register for Dick Finnegan’s The Stay Interview Toolkit on-demand program.

Counts toward the Leading Change, Leading People, or Business Acumen certificate.

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Reaching Your Goal


Bob Davies

Online (via GoTo Meeting) Alignment/ Themes Leading Change Leading People Results Driven

Bob Davies was a football player at Rutgers University. Later, as a graduate student, he researched the principles of leadership, teamwork, change, and performance excellence. Davies has applied the principles gleaned from his research as an assistant football coach, coach of an Olympic gold medal winner in Greco-Roman wrestling, and as head football coach at the California Institute of Technology. Later at Cal State Fullerton, he developed with Steve Mariucci ― former head coach of the San Francisco 49ers and Detroit Lions ― and Rich Ellerson ― former head football coach at Army ― an easy-to-implement application for athletes to enable them to be their best. Transferring his method from the gridiron, Davies has advised companies including Boeing, Kaiser Permanente, and RE/MAX. In this webinar, you will learn what stops you and others from being your best. More importantly, Davies will discuss what to do about it. The result is a system that enables you to create the habits that you want and need, keeping focused amidst competing priorities, disappointments, and deadlines. This program requires you to be at your computer or mobile device. Counts toward the Leading Change or Results Driven certificate.

Executive Storytelling:

How Leaders Use Stories to Engage, Persuade, and Inspire


Ira Koretsky

Online (via Zoom) Alignment/ Themes Leading Change Leading People Results Driven Engagement Space is limited.

Learn how to turn your personal experiences into powerful workplace stories that engage and inspire your stakeholders. Follow a proven framework complemented by practical training aids to develop your high-impact stories that influence change, motivate teams, obtain approval, or secure funding. Mr. Koretsky has presented to over 33,000 people in nearly a dozen countries. He is an adjunct professor at the University of Maryland Smith School of Business where he teaches communications. He was a captain in the U.S. Army serving as public affairs officer and chief information officer in military healthcare technology. He performed improvisational humor professionally with ComedySportz in a career spanning 12 years and more than 1,000 shows. Koretsky’s clients include the American Diabetes Association, CDC, Deutsche Telekom, Engineers Canada, EPA, DOE, Lockheed Martin, Mexico Ministry of Tourism, and NIST. This program requires you to be at your computer or mobile device. Counts toward the Leading Change, Leading People, or Results Driven certificate.

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Leadership Effectiveness Exchange (LEE):

Empowering Federal Leaders for a Change

February 23 9AM — 12PM Snow Date: March 2 9AM ― 12PM

Steve Frieman

TEI classroom Alignment/ Theme Leading Change Leading People Results Driven Business Acumen Building Coalitions Complexity

The Federal Consulting Group, which is part of the US Department of the Interior, will be offering its highly successful Leadership Effectiveness Exchange workshop at TEI. The LEE allows Federal Executives to help each other, as peers, to find new approaches and strategies for meeting difficult and complex leadership challenges. Participants should be prepared to discuss with their table group a critical leadership challenge he/she is personally facing now. All sessions are confidential and table groups will be composed of an inter-agency mix. Federal Executives attending LEE have reported after just one month they: • Experienced a perspective-shift that revealed at least one new choice to consider using to resolve their leadership challenge (85%) • Achieved positive changes back on the job around their leadership challenge (40%) • Had not moved to action yet, but continue to think about questions raised during peer coaching (25%) • Are more relaxed and less stressed around dealing with their leadership challenge (60%) Counts toward the Certificate in the Foundations of Complexity.

A Whole Brain Approach to Addressing Challenges:

How to Increase Your Mental Agility

February 24 9AM — 11AM

Sande Lehrer

TEI classroom Alignment/ Themes Leading Change Leading People Results Driven

Does your team have a challenge that it needs to resolve? Are you at your wit’s end in determining how to seek new ideas for handling it? There is power in the paradox that comes from diverse perspectives. Join this program for a brief introduction to the Whole Brain Thinking model and experience how it helps individuals and teams get out of mental ruts and improve the scope of their thinking. The Whole Brain Thinking methodology is designed to leverage teams’ thinking agility and diversity. It can be used for increasing creativity and innovation, framing problems and opportunities, and planning and making decisions. This program is not eligible for ECQ certificate credit.

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The Leadership Challenge Implementation Discussion

February 27 11AM ― 12PM

Michelle Zager


Alignment/ Themes Leading Change Leading People Results Driven Business Acumen Building Coalitions

Prerequisite: Complete The Leadership Challenge E-Learning Workshop. Join this facilitated discussion on implementing The Leadership Challenge in your workplace. The majority of time will be in breakout groups discussing important practices for your organization, what changes in organizational structure or procedures would make it easier to apply practices from The Leadership Challenge, and specific ways to implement the practices into the day-to-day routine within your organization.


Resilience for Complex Times

February 27 11AM — 1PM

Jessica Bronzert

Online (via AT&T Connect) or by phone Dial-in number will be provided no later than two business days before the program. Alignment/ Theme Leading Change Leading People Results Driven Business Acumen Building Coalitions Coaching Engagement Complexity Space is limited.

Prerequisite: Complete a 75-question assessment one week prior the program. Approximate time commitment for the assessment is 20 minutes.

Resilience is the ability to absorb high levels of disruption with a minimum of unproductive behavior. Resilience is a critical skill in organizations that must be nimble amid increasing complexity. Individual and collective capacity for change impacts how well and how quickly organizations achieve their goals. The learning outcomes for this webinar include: • How complexity breeds uncertainty and that uncertainty creates disruption • That disruption equals change and what happens when people experience too much • What skills and characteristics comprise resilience, and how different skills and characteristics are required for different changes • Insight about each individual’s resilience at this point in time through the Personal Resilience Profile • Insight into the participants’ overall resilience and potential organizational implications This program requires you to be at your computer or mobile device. Counts toward the Certificate in the Foundations of Complexity.

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Coaching in the Workplace: Utilizing Coaching Skills to Manage Up

February 28 12PM — 2PM

CI International


There is both an art and a science to influencing upwards that can be learned. This webinar will provide the necessary skills, coaching applications, knowledge, and ability to get your ideas heard, heard in a way that serves the organization, your boss, and your own team. This program requires you to be at your computer or mobile device. This program is not eligible for ECQ certificate credit.

Question Thinking: The Key to Transforming Mindsets and Results

Registration closes February 1, or before if at capacity

Available from March 1 — March 31

Marilee Adams


Alignment/ Themes Leading People Results Driven Engagement Space is limited. Advance registration required.

Motivation, engagement, creativity, and collaboration all depend on our mindsets, communications, and questions. So do results ― as individuals, teams, and organizations. Simply put, a judgmental mindset undermines success and the learner mindset accelerates it.

This e-learning course is based on the practical and proven insights shared in Marilee Adams’ international bestseller Change Your Questions, Change Your Life: 12 Powerful Tools for Leadership, Coaching, and Life. Discover the difference these insights can make for accomplishing your personal, professional, and organizational goals.

The total time commitment for this program is 45 minutes. This program requires you to be at your computer or mobile device.

Counts toward the Leading People or Results Driven certificate.

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Book Discussion: The Co-Active Approach to

Changing Business and Transforming Lives


March 2 12PM — 1PM

Marykate Dougherty

By phone Dial-in number will be provided no later than two business days before the program. Alignment/ Theme Engagement Coaching Space is limited. Advance registration required.

Prerequisite: Read TEI-provided book before the discussion. Confirmed participants outside of the Washington DC metro area must send their mailing address to [email protected] no later than February 8. Confirmed participants within the Washington DC metro area must pick up course materials from TEI, available after February 8. If a participant drops out of the class, the course materials must be returned to TEI within one week of cancellation. Used as the definitive resource in dozens of professional development programs, this book teaches the transformative communication process that allows individuals from all levels in an organization ― direct reports to managers ― build strong, collaborative relationships. Co-Active Coaching provides the tools and techniques to become a successful coach and help employees achieve their personal and professional best. Join this facilitated discussion to discover the key to developing individual leaders, working with teams, and strengthening your organization by taking the Co-Active approach. This program is not eligible for ECQ certificate credit.


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Book Discussion: Leading on the Edge


March 8 11AM — 12PM

Michelle Zager


Prerequisite: Read TEI-provided book before the discussion. Confirmed participants outside of the Washington DC metro area must send their mailing address to [email protected] no later than February 8. Confirmed participants within the Washington DC metro area must pick up course materials from TEI, available after February 8. If a participant drops out of the class, the course materials must be returned to TEI within one week of cancellation. What can an Antarctic expedition teach you about leadership? If you think your job is tough, try leading a one-year expedition where you are on duty all of the time. In this pressure-cooker environment, business speaker and consultant Rachael Robertson faced many leadership issues including dealing effectively with ambiguity, generating trust and respect amongst the strangers who formed her team, and managing risk. This facilitated book discussion includes breakout groups. Counts toward the Leading Change, Leading People, Results Driven, Business Acumen, or Building Coalitions certificate.


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Polarities Workshop #3:

Good-to-Great Leadership ― The “Big Five” Ideas


Cliff Kayser

TEI classroom or by phone Dial-in number will be provided no later than two business days before the program. Alignment/ Theme Leading Change Leading People Results Driven Business Acumen Building Coalitions Coaching Engagement Inclusive Diversity Performance Management Complexity

Polarities are paradoxes, seemingly conflicting dimensions of issues that must be considered together to address complex leadership challenges. While difficult to describe in words, polarities abound every day, both in and out of the workplace. More and more often, leaders encounter persistent, complex issues that must be managed over time rather than being “solved” once and for all. When this occurs, no doubt, polarities are present. The higher one goes in leadership, the more prominent role polarities play in the challenges leaders face. Hence, it is essential that senior leaders see the polarities they are facing and develop techniques to address them effectively. WORKSHOP 3: Good-to-Great Leadership ― The “Big Five” Ideas Having invested a quarter century of research into the topic, Jim Collins has authored or co-authored six books that have sold in total more than ten million copies worldwide. They include: Good to Great and Good to Great and the Social, bestsellers examining why some companies and leaders make the leap to superior results. This session provides you with a key takeaway – the BIG FIVE that make for a “Level 5 Leader” in the public sector, and answers a critical question: “How do we effectively deliver on our mission and make a distinctive impact relative to resources?” For a richer experience for all participants, those in the Washington, DC area are encouraged to attend this workshop in person. Counts toward the Certificate in the Foundations of Complexity.

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Coalition Building: 8 Steps Adapted from Real Crisis

March 14 9AM ― 10:30AM

Gary Kaufman

TEI classroom or by phone Dial-in number will be provided no later than two business days before the program. Alignment/ Themes Leading Change Leading People Results Driven Building Coalitions Engagement

Do you know how to engage a team? Do you have a vision that you need others to buy into? Are you looking for real-world examples of coalition building to apply to your situation? This highly interactive, content-rich presentation is filled with practical tools that you can use immediately. This program is an opportunity to develop and follow a model of, “Believe it; Sell it; Execute it!” Mr. Kaufman demonstrates effective collation building as the key ingredient to his success managing a diverse range of security programs, ranging from the High Threat Protection Office at the U.S. Embassy in Baghdad, to serving as Special Agent in Charge for the U.S. United Nations Ambassador in New York City, to managing the security and continuity response activities following the aftermath of the Washington Navy Yard shooting in 2013. As a respected senior-level security management executive, Kaufman has used his broad experience to protect people, assets, and information in unpredictable and ever-changing environments. Counts toward the Leading Change, Leading People, Results Driven, or Building Coalitions certificate.

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ECQs: A Recipe for Success

March 15 9AM ― 11AM

John Verrico

TEI classroom Alignment/ Themes Leading Change Leading People Results Driven Business Acumen Building Coalitions

The combination of all five executive core competencies – Leading Change, Leading People, Results Driven, Business Acumen, and Building Coalitions – provide a critical recipe for successful leadership. Just like the ingredients in fine cuisine, skills in all five areas are each essential and designed to complement each other. The elements blend in a myriad of combinations like seasoning and spices used to flavor each unique leadership situation to engage and empower staff, ultimately creating a work environment that is pleasing to the palate, is satisfying, and brings delicious results.

This two-hour interactive workshop will sample case studies from the public and private sectors to taste and digest the successful and not-so-successful combination of competency ingredients. As a final exercise, participants will create a menu of Executive Core Qualifications needed to satisfy a hungry scenario starving for a good leadership recipe.

Leading this workshop, John Verrico draws from more than 35 years of experience as a communications professional in federal and state government agencies, primarily in media, community and employee relations. He is the Immediate-Past President of the National Association of Government Communicators and a retired Master Chief Journalist from the Navy Reserve. Throughout the course of his working career, John has amassed a smorgasbord of experience as a journalist, electronics technician, janitor, small-business consultant, stand-up comic, public affairs officer, theater performer, magazine editor, disco dance instructor and short-order chef. He has a Master’s degree in Organizational Leadership and a Bachelor’s degree in communication. He teaches motivational leadership, interpersonal communication and personal resilience to a variety of clients around the globe, and is anticipating publication of his book The No-Logic Zone: Lessons from the World’s Worst Leaders in late 2017.

You will: • Understand the confluence of the five executive core competencies. • Recognize the criticality of each of the skills and competencies. • Analyze a situation to determine what competency ingredients are applied or

needed. • Apply the five executive core competencies to a complex scenario.


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The Energy Leadership Model


Greg Ballard


The Energetic Self-Perception Chart and Core Energy theory offer unique insights on personal and corporate energy. They provide a vocabulary and mental model for understanding and mastering your own personal energy. This model is an effective tool for identifying root causes and empowering people to master their own energy profile. Also, because this model carries no labels of judgment, it supports the cultivation of cultural diversity by putting the focus on one’s energetic profile. This 2-hour webinar will provide an overview of Core Energy™ Theory, the Seven Levels of Energy, the Four Inner Blocks, and the power of non-judgment. This program requires you to be at your computer or mobile device. This program is not eligible for ECQ certificate credit.

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Helping Leaders Successfully Navigate Change:

Reframing Our Outlook

March 21 9AM — 11AM

Sande Lehrer

TEI classroom or by phone Dial-in number will be provided no later than two business days before the program. Alignment/ Themes Leading Change Leading People

Why do most change efforts fail? What can leaders do to change this dynamic? This program provides strategies and change models for learning the key success factors that need to be aligned to implement change successfully. Participants will uncover practical tips and techniques, and receive real-world tools and templates to immediately apply for facilitating a positive change effort. You will gain the skills to understand how to get others engaged in the process, learn how others react to change, and how to effectively lead your team through the transition process. This program is not eligible for ECQ certificate credit.

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Book Discussion: Leadership the Lencioni Way ―

The Advantage: Why Organizational Health Trumps Everything Else



Michelle Zager

By phone Dial-in number will be provided no later than two business days before the program. Alignment/ Themes Leading Change Leading People Results Driven Space is limited. Advance registration required.

Prerequisite: Read TEI-provided book before the discussion.

Confirmed participants outside of the Washington DC metro area must send their mailing address to [email protected] no later than February 1. Confirmed participants within the Washington DC metro area must pick up course materials from TEI, available after February 1. If a participant drops out of the class, the course materials must be returned to TEI within one week of cancellation.

Is superior strategy, faster innovation, or smarter employees your competitive advantage? No, “New York Times” bestselling author Patrick Lencioni, argues. He claims that the seminal difference between successful companies and mediocre one has little to do with how smart they are and more to do with how healthy they are. In this book, Lencioni brings together his vast experience and delivers a cohesive and comprehensive exploration of the unique advantage organizational health provides. It provides leaders with an approachable model for achieving healthy organizations ― organizations that are whole, consistent, and complete, where management, operations, and culture are unified. Lencioni shares stories, tips, and anecdotes from his work consulting leading organizations on how to maximize human potential while aligning an organization around a common set of principles. The majority of this facilitated book discussion will be spent in breakout groups.

Counts toward Leading Change, Leading People, or Results Driven certificate.


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A Simple Model to Improve Performance


Marykate Dougherty

By phone Dial-in number will be provided no later than two business days before the program. Alignment/ Themes Coaching Performance Management

Join us to learn a simple coaching model and discuss coaching techniques (such as empowering questions, summarizing, and validating) used to improve performance. In addition, you will identify your own assumptions, interpretations and limitations when coaching. Whether you are new to coaching or want a refresher, this session will provide strategies you can put to work immediately. This program is not eligible for ECQ certificate credit.

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From Silicon Valley to the Executive Branch:

Applying Design Thinking to Tackle Government’s Toughest Problems


Rick Henry

TEI classroom Alignment/ Theme Leading Change Results Driven Business Acumen Engagement Performance Management Complexity

Today’s societal challenges are complex and addressing them requires you as a government leader to rethink and reshape your mindset, approach and worldview. Those who cannot expand their worldview will never be able to produce the big organizational and societal changes that their positions demand. Traditional, linear problem-solving processes are not sufficient. Nor is relying upon the same sources of information and expertise. You must be willing to embrace and incorporate ideas and processes from outside of government. One of the most dynamic and effective of these processes is the concept of “Design Thinking.” “Design Thinking” originated in the Silicon Valley and at the Stanford Business School. It is a human-centered process incorporating the tools and techniques of designers to generate breakthrough solutions to wicked problems. It provides government executives with an established, innovative and interactive process for handling the complexity and uncertainty inherent in their positions. This highly interactive in-person workshop will introduce you to the process and show how you can apply it to address the difficult and intractable problems you face. With its roots in the disruptive and creative mindset of Silicon Valley and the world of design, “Design Thinking” perfectly encapsulates TEI’s goal of expanding participants’ capacity to handle complexity, paradox and rapid change. Counts toward the Certificate in the Foundations of Complexity.

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Coaching Services TEI’s Coaching Services program provides coaches, cultivates TEI’s coaching cadre, and presents programs for you to expand upon your coaching skills. Be sure to check out the new Coaching Services Information on TEI MAX website. Apply by November 18th for TEI’s 7th Coach Training Cohort. More information on the cohort is included below. Become a client today to bring your life into focus:

• Solve Individual Challenges • Achieve Professional Goals • Clarify Decision Making & Focus • Learning & Personal Development • Wellness & Work Life Balance • Increase Self-Awareness • Self-Management

Contact Marykate Dougherty to be paired with your coach today! [email protected] or 202-622-9313

Coach Training Cohort TEI is pleased to announce our 7th Coach Training Cohort. Applications for this experiential online training program conducted by FastTrack Coaching Academy are due November 18, 2016 12:00 pm EST. All applicants will be notified by TEI’s Coaching Services by December 6, 2016. Participants receive: *60 hours of coach specific training around the ICF Core Competencies *10 hours of Mentor Coaching *100 hours of client coaching experience with at least 8 clients. An Introductory Conference Call will be held December 9, 2016 with virtual sessions and other requirements occurring January 9 ― July 30, 2017. Participants are responsible for attending ALL sessions, audio recording of sessions for mentor calls, successful completion of the ICF Coach Knowledge Assessment (CKA) and fee to apply for the ICF ACC Credential and ICF Coach Knowledge Assessment. Contact us at [email protected] for additional information.


mailto:[email protected]?subject=Coach%20Training%20Cohort

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What types of courses are offered at TEI?

Speakers – Live in person or by phone programs tend to be two-hours or less in length, and are intended to stimulate your thinking on a topic. To get the most out of these programs, we recommend you think about how the topic applies to your area of responsibility and prepare questions for speakers.

Workshops – Workshops, including online webinars, simulations and on demand programs, are longer than speaker courses and give you the opportunity to have more interaction and application of the topic.

On Demand – Programs and resources available anytime (24/7) from most devices (BlackBerry, smart phone, PC, and tablet).

Facilitated Discussions – A discussion of a few key concepts in a short timeframe with other TEI clients. Many facilitate discussions include significant time in breakout groups.

Please note that courses delivered via phone may have multiple sessions and often require pre-work and assignments. Registered participants are expected to attend all sessions. Non-attendance in any session will result in being marked as not in attendance.

Who is eligible to register for classes at TEI? Courses are available to SES, GS-15, GS-14 and comparable pay band employees in the Department of the Treasury and TEI partner organizations. Our courses offer both information and context to make the training effective. We recommend GS-15 and GS-14 employees discuss with their supervisor prior to training what their specific objective is for taking a course and discuss after the session how to implement the information learned. How do I register?

To register for programs and view information on coaching and other services you may:

• Self-register via our website TEI Connect: https://tei.treasury.gov • Email TEI at [email protected] • Call TEI at 202-622-9311

Access to the TEI Connect website

To access the TEI website, you must have an OMB MAX account. If you do not have an established account, please follow all the instructions below. If you do have an account you can skip steps 1 and 2.

1. Go to https://max.omb.gov 2. Register and create an OMB Max account using your .gov email address 3. Log into TEI Connect https://tei.treasury.gov, with your OMB Max credentials (you will need to log in again to

authenticate the account), from there it will prompt the user to complete a TEI Connect profile. PLEASE UPDATE YOUR PROFILE —a complete profile makes it easier to receive relevant updates from TEI.

4. Once all the fields are completed, click the Save Profile button to submit your profile details and start browsing for programs.

Email communications from TEI

Information on TEI courses, classes and seminars sent to you through listservs have migrated to the Communication’s Cloud, an email management system that pairs with TEI Connect. The address that the bulletins will generate from is [email protected]. If you are not receiving email updates from TEI and would like to be added to the Communication’s Cloud distribution list, please contact TEI at [email protected] or 202-622-9311.



https://max.omb.gov/




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Where and when are courses held? Please be sure to check the catalog for each course’s location. Courses can be held online, by phone, or in person in the TEI classroom. All times listed in the catalog are local in the Eastern Time Zone. Participants in the Washington DC metro area are responsible for picking up class material from TEI. Participants outside the Washington DC metro area must provide a current mailing address at the time of registration in order to receive course materials. Occasionally, an in-person course may be held at another location. Please be sure to look carefully at the location information. The addresses for all locations for programs being held this quarter are listed below. If you have any questions or are unsure, please call 202-622-9311 or email us at [email protected].

TEI Classroom – Lower Mezzanine Level 1722 ‘I’ Street NW Washington DC 20006 Google Maps https://goo.gl/Q9A8SO

The TEI suite includes a participant lounge — with refrigerator and microwave. We encourage you to make individual or group use of the lounge around TEI programs.

The Treasury Executive Institute, at 1722 ‘I’ Street NW, is less than ½ block from the Farragut West Metro Station (Orange, Blue and Silver lines) and about 2 blocks from the Connecticut and K street exit of Farragut North Metro Station (Red line). We are located on the Lower Mezzanine level at 1722 ‘I’ Street, N.W. Washington, D.C. 20006 Arrival For in-person programs, we recommend that you arrive no earlier than 30 minutes before the program begins. Weather Policy If the operating status of the government in the National Capital Region is closed, then all programs for that day will be cancelled. No-Show Policy TEI reserves the right to cancel future registrations for individuals who have no-show or late cancellations. For courses that have limited registration, we will remove individuals from other limited registration programs if they no-show, do not complete, or late-cancel from the programs. The same policy applies to those who do not complete all modules for an on-demand program or do not attend all sessions of a multi-session course. Reasonable Accommodation The Department of the Treasury provides reasonable accommodations to training participants with disabilities at TEI. Accommodations needed may be, but are not limited to, training materials in alternative formats, special seating arrangements, sign language interpreters, service dog accessibility, etc. TEI does provide hearing assistance equipment. If you need a reasonable accommodation for any part of this training, please notify TEI. Your requests for a reasonable accommodation will be addressed by a TEI representative on a case-by-case basis. You must notify TEI at least 30 days in advance or as soon as possible of the training date by calling us at 202-622-9311 or emailing us at [email protected]. You may also contact Andre Faulk at [email protected] or 202-622-1278, or Lisa Jones at [email protected] or 202-622-0315, if you are requesting a sign language interpreter for an event.


https://goo.gl/Q9A8SO




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Frequently Asked Questions When may I pick up course materials? You may start picking up course material one month before the date of the course, unless otherwise notified. Materials are available from 9AM – 2PM during business days and around in-person programs. How long do I have to pick up materials before you unregister me? You may start picking up course material one month from the date of the course, unless otherwise notified. Course materials must be picked up no later than 7 days before the course start date. Is there a waitlist for programs that close early? Yes, there is a waitlist for each program that reaches its enrollment capacity. If you waitlist for a program, you will be notified if space becomes available. If your status goes from waitlisted to full registration, you are confirmed to participate in the program.

Do you recommend a browser for streaming webinar programs? Typically, our webinars have better success with Chrome and Firefox browsers, but some also work with Internet Explorer and Safari. Please note that access to online programs ― including webinars ― is subject to your agency’s IT policy.

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TEI ECQ Certificate Program FY17, Q2: January 2017 – March 2017

What is the TEI ECQ Certificate Program?

The certificate program is designed to assist you in your leadership development by concentrating on a specific Executive Core Qualification (ECQ): (1) Leading Change, (2) Leading People, (3) Results Driven, (4) Business Acumen, or (5) Building Coalitions. You can earn a certificate in one of these leadership areas by taking a minimum of 4 courses and 12 hours in that specific area each quarter. If you are in the Washington, DC-metro area, you must take the in-person option for classes that are offered both via phone and in-person to count the class toward the certificate. You may also use up to 4 hours of coaching from a TEI coach, related to the particular certificate you are seeking. Please note you still have to take a minimum of four classes. The International Coach Federation defines coaching as partnering with clients in a thought-provoking and creative process that inspires them to maximize their personal and professional potential, which is particularly important in today’s uncertain and complex environment. Coaches honor the client as the expert in his or her life and work and believe every client is creative, resourceful and whole. Standing on this foundation, the coach's responsibility is to discover, clarify, and align with what the client wants to achieve; encourage client self-discovery; elicit client-generated solutions and strategies; and hold the client responsible and accountable. This process helps clients dramatically improve their outlook on work and life, while improving their leadership skills and unlocking their potential. For more information about coaching, click here, contact us via email at [email protected] , or by phone at 202-622-9311.

Frequently Asked Questions

Can a course not offered by TEI be used for the certificate?

No. The ECQ certificates are designed for and relevant only to TEI courses.

Can a course taken in a different quarter count toward this quarter’s certificate?

No. The idea behind the certificate is that you spend a concentrated amount of time on a particular ECQ. To extend the timeframe would dilute the focus and intensity of your learning around that ECQ.

Does a multiple-day course count as multiple courses?

A multiple-day course counts as one course; however, you can count each hour against the 12 hours needed for a certificate. Coaching does not substitute for a class, but you may use hours of coaching related to a specific ECQ for an ECQ certificate.

Can I use one course to count for multiple certificates?

No, you must take unique courses for each certificate.

Do courses have prerequisites?

Occasionally there is a required prerequisite for a TEI course. This typically happens when a current quarter course provides attendees from an earlier quarter an opportunity to reassess, or when there are assessments, readings, or other types of prework.

What if a course I’m using toward a certificate is cancelled?

TEI courses are rarely cancelled, typically only when the federal government is closed in the DC region or if there is an enrollment minimum. If cancelled, every effort will be made to reschedule classes. If rescheduling a course isn’t possible — for instance due to presenter availability — you should find another course, or apply qualified coaching hours, to fulfill your ECQ certificate of choice.


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TEI ECQ Certificate Program Application

The certificate program is designed to assist you in concentrating on an area of leadership: Leading Change, Leading People, Results Driven, Business Acumen, and Building Coalitions. You can earn a certificate in one of the Executive Core Qualifications (ECQs) by taking a minimum of 4 courses and 12 hours in that leadership area within the quarter, with no more than 2 on-demand programs to satisfy the certificate requirements. You may also use up to four hours of coaching (combined with a minimum of four classes) from a TEI coach that is related to the particular certificate you are seeking. Please note that not every certificate is available every fiscal quarter, and our overall attendance policy is taken into consideration when granting ECQ certificates. Please note:

• You must attend all sessions in their entirety to receive credit. This includes completing all modules of on-demand and online programs.

• You will not receive any credit for a course that TEI has to cancel or reschedule for any reason.

• If your place of duty is in the Washington, DC metro area, you must attend programs in person that are offered both over the phone and in person.

• Being in a certificate program does not guarantee registration. You are confirmed in a class once you receive an email from TEI stating so.

• Some programs have more time listed next to them than the actual class itself. This is to account for pre-work such as taking assessments or readings and/or work in between the sessions.

The TEI ECQ Certificate Program Application is available on the next page and

from the ‘Downloads’ tab on TEI Connect.


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TEI ECQ Certificate Program Application Upon completion of the required hours and courses, please submit your completed TEI ECQ Certificate Program Application to [email protected] by April 6, 2017. Please type or print clearly. Name ___________________________________ SES or Grade _____

Bureau/Agency ___________________________ Supervisor’s Signature _______________________

Certificate Name __________________________ Work Duty Location __________________________

Qualifying Programs Note: Not all programs aligned with a specific ECQ qualify for that ECQ’s certificate.

Please refer to program descriptions to confirm that courses listed qualify for a specific ECQ certificate. For which ECQ certificate are you applying? Circle One: ECQ 1, ECQ 2, ECQ 3, ECQ 4, and ECQ 5

Session Name: __________________________________________ Hours: ______________ Date:_________________ Delivery Method: Circle One: On Demand | Webinar | By Phone | Classroom Session Name: __________________________________________ Hours: ______________ Date:_________________ Delivery Method: Circle One: On Demand | Webinar | By Phone | Classroom Session Name: __________________________________________ Hours: ______________ Date:_________________ Delivery Method: Circle One: On Demand | Webinar | By Phone | Classroom Session Name: __________________________________________ Hours: ______________ Date:_________________ Delivery Method: Circle One: On Demand | Webinar | By Phone | Classroom

Session Name: __________________________________________ Hours: ______________ Date:_________________ Delivery Method: Circle One: On Demand | Webinar | By Phone | Classroom Session Name: __________________________________________ Hours: ______________ Date:_________________ Delivery Method: Circle One: On Demand | Webinar | By Phone | Classroom Session Name: __________________________________________ Hours: ______________ Date:_________________ Delivery Method: Circle One: On Demand | Webinar | By Phone | Classroom Session Name: __________________________________________ Hours: ______________ Date:_________________ Delivery Method: Circle One: On Demand | Webinar | By Phone | Classroom

Coaching: No _______ Yes_______ If Yes, Number of Hours_______

(application continues on next page)

mailto:[email protected]?subject=ECQ%20FY17%20Q2%20certificate%20application

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TEI ECQ Certificate Program Application (continued)

Please explain how you have applied learning from this quarter’s ECQ sessions to your work.

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Leading Change (ECQ 1) On Demand (Maximum of 2 on-demand programs count toward the ECQ 1 Certificate) Simon Sinek’s Start with Why (3 hours) The Leadership Challenge E-Learning Workshop (2 hours) The Leadership Challenge Leadership Practices Inventory (2 hours) Three Minutes a Day for Winter: Power of Listening, Foundations of Accountability, and Cultivating Motivated and Productive Teams (3 hours) Live by phone Discover Your True North (4 hours) Harvard Business School Case Study ― Leadership in Crisis: Ernest Shackleton and the Epic Voyage of the Endurance (2 hours) Ivey Publishing and Management Development Institute Case Study ― Amazon as an Employer (1.5 hours) Leading on the Edge (2 hours) Leadership the Lencioni Way ― The Advantage: Why Organizational Health Trumps Everything Else (2 hours) Leadership the Lencioni Way ― The Ideal Team Player (2 hours) The Leadership Challenge Implementation Discussion (1 hour) You Win in the Locker Room First (2 hours) Live in person Discussion Group ― A World in Disarray (1 hour) ECQs: A Recipe for Success (2 hours) Live in person and by phone Build a Culture of Accountability (4 hours) Coalition Building: 8 Steps Adapted from Real Crisis (1.5 hours) Fraud: An American History from Barnum to Madoff (2 hours) Leader to Leader: Richard Haass on a World in Disarray: American Foreign Policy and the Crisis of the Old Order (1.5 hours) Live webinar (Adobe Connect) The Leader Within Workshop (8 hours) Live webinar (GoToMeeting) Reaching Your Goal (1.5 hours) Live webinar (Zoom)

Executive Storytelling: How Leaders Use Stories to Engage, Persuade, and Inspire (1.5 hours)

(ECQ 1 Certificate information continues on the next page)

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Recommendations for the ECQ 1 Certificate

If you are IN the DC Metro area: If you are OUTSIDE the DC Metro area:

Disarray: American Foreign Policy and the Crisis of the Old Order (1.5 hours)

The Leader Within Workshop (8 hours)

Discussion Group ― A World in Disarray (1 hour)



Simon Sinek’s Start with Why (3 hours)

Fraud: An American History from Barnum to Madoff (2 hours)

Ivey Publishing and Management Development Institute Case Study ― Amazon as an Employer (1.5 hours)

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Leading People (ECQ 2) On Demand (Maximum of 2 on-demand programs count toward the ECQ 2 Certificate) Mind the Gap: Getting Results in a Multigenerational Workplace (30 minutes) Simon Sinek’s Start with Why (3 hours) The Leadership Challenge E-Learning Workshop (2 hours) The Leadership Challenge Leadership Practices Inventory (2 hours) The Stay Interview Toolkit (4 hours) Three Minutes a Day for Winter: Power of Listening, Foundations of Accountability, and Cultivating Motivated and Productive Teams (3 hours) Question Thinking: The Key to Transforming Mindsets and Results (45 minutes) Live by phone Discover Your True North (4 hours) Harvard Business School Case Study ― Leadership in Crisis: Ernest Shackleton and the Epic Voyage of the Endurance (2 hours) Ivey Publishing and Management Development Institute Case Study ― Amazon as an Employer (1.5 hours) Leading on the Edge (2 hours) Leadership the Lencioni Way ― The Advantage: Why Organizational Health Trumps Everything Else (2 hours) Leadership the Lencioni Way ― The Ideal Team Player (2 hours) Love ‘Em or Lose ‘Em (2 hours) The Leadership Challenge Implementation Discussion (1 hour) You Win in the Locker Room First (2 hours) Live in person ECQs: A Recipe for Success (2 hours) Live in person and by phone Build a Culture of Accountability (4 hours) Coalition Building: 8 Steps Adapted from Real Crisis (1.5 hours) Live webinar (Adobe Connect) The Leader Within Workshop (8 hours) Live webinar (GoToMeeting) Reaching Your Goal (1.5 hours) Live webinar (Zoom)



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Build a Culture of Accountability (4 hours)

Reaching Your Goal (1.5 hours)

ECQs: A Recipe for Success (2 hours)


Three Minutes a Day for Winter: Power of Listening, Foundations of Accountability, and Cultivating Motivated and Productive Teams (3 hours)




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Results Driven (ECQ 3) On Demand (Maximum of 2 on-demand programs count toward the ECQ 3 Certificate) Simon Sinek’s Start with Why (3 hours) The Leadership Challenge E-Learning Workshop (2 hours) The Leadership Challenge Leadership Practices Inventory (2 hours) Three Minutes a Day for Winter: Power of Listening, Foundations of Accountability, and Cultivating Motivated and Productive Teams (3 hours) Question Thinking: The Key to Transforming Mindsets and Results (45 minutes) Live by phone Discover Your True North (4 hours) Harvard Business School Case Study ― Deflategate (2 hours) Harvard Business School Case Study ― Leadership in Crisis: Ernest Shackleton and the Epic Voyage of the Endurance (2 hours) Ivey Publishing and Management Development Institute Case Study ― Amazon as an Employer (1.5 hours) Leading on the Edge (2 hours) Leadership the Lencioni Way ― The Advantage: Why Organizational Health Trumps Everything Else (2 hours) Leadership the Lencioni Way ― The Ideal Team Player (2 hours) The Leadership Challenge Implementation Discussion (1 hour) You Win in the Locker Room First (2 hours) Live in person ECQs: A Recipe for Success (2 hours) Live in person and by phone Build a Culture of Accountability (4 hours) Coalition Building: 8 Steps Adapted from Real Crisis (1.5 hours) Live webinar (Adobe Connect) The Leader Within Workshop (8 hours) Live webinar (GoToMeeting) Reaching Your Goal (1.5 hours) Live webinar (Zoom)



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If you are IN the DC Metro area: If you are OUTSIDE the DC Metro area: Build a Culture of Accountability (4 hours)

Discover Your True North (4 hours)

ECQs: A Recipe for Success (2 hours)

The Leadership Challenge E-Learning Workshop (2 hours)

Leading People for Reaching Your Goal (1.5 hours)

Reaching Your Goal (1.5 hours)





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Business Acumen (ECQ 4) On Demand (Maximum of 2 on-demand programs count toward the ECQ 4 Certificate) Mind the Gap: Getting Results in a Multigenerational Workplace (30 minutes) The Leadership Challenge E-Learning Workshop (2 hours) The Leadership Challenge Leadership Practices Inventory (2 hours) The Stay Interview Toolkit (4 hours) Live by phone Harvard Business School Case Study ― Deflategate (2 hours) Harvard Business School Case Study ― Leadership in Crisis: Ernest Shackleton and the Epic Voyage of the Endurance (2 hours) Ivey Publishing and Management Development Institute Case Study ― Amazon as an Employer (1.5 hours) Leading on the Edge (2 hours) Leadership the Lencioni Way ― The Ideal Team Player (2 hours) The Leadership Challenge Implementation Discussion (1 hour) Love ‘Em or Lose ‘Em (2 hours) You Win in the Locker Room First (2 hours) Live in person ECQs: A Recipe for Success (2 hours) Live in person and by phone Build a Culture of Accountability (4 hours)


If you are IN the DC Metro area: If you are OUTSIDE the DC Metro area: Build a Culture of Accountability (4 hours) The Stay Interview Toolkit (4 hours) ECQs: A Recipe for Success (2 hours)

The Leadership Challenge E-Learning Workshop (2 hours)

Harvard Business School Case Study ― Leadership in Crisis: Ernest Shackleton and the Epic Voyage of the Endurance (2 hours)

Harvard Business School Case Study ― Leadership in Crisis: Ernest Shackleton and the Epic Voyage of the Endurance (2 hours)

Leadership the Lencioni Way ― The Ideal Team Player (2 hours)

Leadership the Lencioni Way ― The Ideal Team Player (2 hours)

Leading on the Edge (2 hours) Leading on the Edge (2 hours)

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Building Coalitions (ECQ 5) On Demand (Maximum of 2 on-demand programs count toward the ECQ 5 Certificate) Simon Sinek’s Start with Why (3 hours) The Leadership Challenge E-Learning Workshop (2 hours) The Leadership Challenge Leadership Practices Inventory (2 hours) Three Minutes a Day for Winter: Power of Listening, Foundations of Accountability, and Cultivating Motivated and Productive Teams (3 hours) Live by phone Leading on the Edge (2 hours) Leadership the Lencioni Way ― The Ideal Team Player (2 hours) The Leadership Challenge Implementation Discussion (1 hour) You Win in the Locker Room First (2 hours) Live in person ECQs: A Recipe for Success (2 hours) Live in person and by phone Coalition Building: 8 Steps Adapted from Real Crisis (1.5 hours) Live webinar (Adobe Connect) The Leader Within Workshop (8 hours)



Coalition Building: 8 Steps Adapted from Real Crisis (1.5 hours)

Coalition Building: 8 Steps Adapted from Real Crisis (1.5 hours)

ECQs: A Recipe for Success (2 hours) The Leadership Challenge E-Learning Workshop (2 hours)

The Leader Within Workshop (8 hours) The Leader Within Workshop (8 hours) You Win in the Locker Room First (2 hours)

The Leadership Challenge Implementation Discussion (1 hour)

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