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Le a rn th e S LI I Model
®
Situational Leadership II ®
Situational Leadership® II (SLII) is a model for developing individuals to their highest level of
performance on a specific goal or task. SLII is based on the relationship between an individual’s
development level (competence and commitment) on a specific goal or task and the leadership style
(direction and support) the leader provides. Effective leadership lies in matching the appropriate
leadership style to the individual’s development level. When leaders are Situational Leaders, they
partner with their people, working side by
side to align on goals, development levels, Situational Leadership® II is not
and leadership styles. This “match,” using the something you do to people; it is
common language of SLII, contributes to higher something you do with people.
trust, positive intentions, and significant results.
1 Goal Setting
Aligning on what needs to be done, when
2
Alignment
Diagnosing
Collaboratively assessing an individual’s
competence and commitment on a specific
goal or task
3 Matching
Using a variety of leadership styles,
comfortably, to provide individuals with
what they need
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SITUATIONAL LEADERSHIP II ®
LEARN THE SLII MODEL
Style 3 Style 2
Conversations Conversations
Style 4 Style 1
Conversations Conversations
Team Member-Led Leader-Led
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LEARN THE SLII MODEL SITUATIONAL LEADERSHIP II®
S = Specific
• What exactly is the goal or task?
• What does a good job look like?
• When does the goal or task need to be accomplished?
M = Motivating
• Is the goal or task meaningful for the individual?
• Will working on this goal build competence and commitment?
• Will working on this goal add or drain energy?
A = Attainable
• Is the goal realistic, reasonable, and achievable?
• Is the goal within the individual’s control?
R = Relevant
• Is the goal or task meaningful work for the organization?
• Is the goal or task aligned with organization and work team goals?
• Is the goal or task a high priority in relation to other goals?
T = Trackable
• How will progress and results be measured and tracked?
SMART goals motivate. They get leaders and the people they lead on the same page.
© 2013–2016 The Ken Blanchard Companies. All rights reserved • Item # EL0870 • V030117 4
Blanchard training participants may copy for internal business purposes.
SITUATIONAL LEADERSHIP II ®
LEARN THE SLII MODEL
D4 D3 D2 D1
High Moderate to High Low to Some Low
Competence Competence Competence Competence
DEVELOPED DEVELOPING
Development Level Descriptors Development Levels
D4 Self-Reliant D3 Capable, but D2 Disillusioned D1 Enthusiastic
Achiever Cautious, Learner Beginner
Contributor
Competence Competence Competence Competence
■■ Accomplished ■■ Demonstrated ■■ Has some knowledge ■■ New to the goal or
competence; and skills; learning; task
■■ Consistently experienced not competent yet
competent ■■ Inexperienced
■■ Recognized by others ■■ Makes ■■ Doesn’t know how to
productive
contributions move forward ■■ Don’t know what they
as an expert don’t know
■■ Generally skillful and ■■ Inconsistent
adept performance and
progress
Development level is
goal or task specific!
© 2013–2016 The Ken Blanchard Companies. All rights reserved • Item # EL0870 • V030117 5
Blanchard training participants may copy for internal business purposes.
LEARN THE SLII MODEL SITUATIONAL LEADERSHIP II
®
Diagnosis Chart
Use this chart to identify development level on a specific goal or task.
Example 1 Example 2
On a specific goal or task, an individual has On a specific goal or task, an individual has
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SITUATIONAL LEADERSHIP II ®
LEARN THE SLII MODEL
CO
Behavior Behavior
AC
P OR
I NG
SUP
DIR
TIN
Supportive Behavior
The leader explains why, solicits suggestions,
GA
EC
N
TI
LE
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LEARN THE SLII MODEL SITUATIONAL LEADERSHIP II®
CO
TI
Behavior Behavior
AC
P OR
1. Sets goals
H
S U P P O R T I V E B E H AV I O R
I NG
2. Stays connected
SUP S3 S2 3. Gives feedback
S4 S1
G
DIR
TIN
GA
EC
N
TI
LE
LOW D I R E C T I V E B E H AV I O R HI GH
D4 D3 D2 D1
High Moderate to High Low to Some Low
Competence Competence Competence Competence
DEVELOPED DEVELOPING
Development Levels
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SITUATIONAL LEADERSHIP II ®
LEARN THE SLII MODEL
S3 S2
Supporting Coaching
S3 Intention S2 Intention
Build confidence in Re-energize and reteach
competence
How How
1. Ask D3 for input about 1. Explore concerns and
what and how encourage
2. Listen and encourage 2. Explain why
3. Facilitate problem solving 3. Redirect and reteach
by asking open-ended
4. Involve in problem
questions
solving
S4 S1
Delegating Directing
S4 Intention S1 Intention
Value Contribution Help others build
competence
How How
1. Acknowledge expertise 1. Acknowledge transferable
skills and/or commitment
2. Support autonomy
2. Give direction about what,
3. Invite innovation and
how, and when
ongoing learning
3. Check in frequently
© 2013–2016 The Ken Blanchard Companies. All rights reserved • Item # EL0870 • V030117 9
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LEARN THE SLII MODEL SITUATIONAL LEADERSHIP II ®
Partnering Tools
Situational Leaders work with the people they lead to align on goals, development level, and the
matching leadership style. They partner, collaborate, and work side by side to ensure goals are
achieved and competence and commitment develop. There are four tools you need to know about if
you are going to engage in quality conversations as partners.
SLII Worksheet
The purpose of an Alignment Conversation SLII Worksheet
®
Name Date
Some High Variable High Show and tell how Facilitate problem solving
If split diagnosis, what is
Goal or Task Competence Commitment Development Level Leadership Style Directive Behaviors Supportive Behaviors
Goal or Task Competence Commitment Development Level Leadership Style Directive Behaviors Supportive Behaviors
CO
S3 S2
TI
AC
POR
D4
Specific Low Directive High Supportive
H
commitment? Alignment Conversations,
I NG
HIGH LOW
SUP
D4/3
D3/4 If split diagnosis, what
HIGH LOW HIGH LOW
Motivating
G
D3
is performance trend?
DIR
TIN
D3 Low Supportive High Directive
GA
S4 S1
EC
HIGH HIGH LOW N
TI
LE
Attainable D3/2 DE
Low Directive Low Supportive
G
HIGH
HIGH
LOW
LOW HIGH D2/3 = higher S4 S1
LOW D2/3 development level
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same page.
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SITUATIONAL LEADERSHIP II ®
LEARN THE SLII MODEL
2
Autonomy • Influence
Direction • Solutions •
more confident or re-engaged. I need you to listen.
S1
Information
D
S2
Coaching • Advice •
Feedback D4/S4—I’ve got this handled; let me keep you informed.
Good Questions •
S3
Listening • Encouragement
Acknowledgment •
S4
Autonomy • Influence
3 S1
Direction • Solutions •
Information
Coaching • Advice •
S2
D Feedback
Good Questions •
S3
Listening • Encouragement
Acknowledgment •
S4
Autonomy • Influence
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LEARN THE SLII MODEL SITUATIONAL LEADERSHIP II ®
CONNECT
D1 Needs What to Say to Get an S1 Match My Notes Opportunities to express Here’s what I’m thinking ….
Purpose of the meeting
clarified
What I’d like to talk to you about is (add topics). feelings and share
concerns
Here’s what I’m feeling ….
D4 One on One Conversation Starters S4
Match Me with
SMART goals confirmed Here’s what I’ve accomplished ….
One on One Conversation Starters
CONNECT
Transferable skills I’ll be able to use my skills of … (list skills) to accomplish this
acknowledged goal …. D2 S2 Are we aligned?
Match Me with Am I on target?
Enthusiasm and I’m really excited to get started on …. D4 Needs What to Say to Get an S4 Match My Notes
Style 3 agreement I need you to be a sounding board so I can feel more confident
ALIGN—HEAR MY VOICE
initiative acknowledged
(development level (about my competence) or more motivated (about this goal). Purpose of the meeting During this meeting, I’d like to share with you what I’ve been
CONNECT
clarified working on ….
SMART goals I would benefit from knowing exactly what my goal is.
D2 Needs What to Say to Get an S2 Match Myand leadership style)
Notes I’m excited about ….
What does a good job look like? Good questions/ Here’s what is working and what’s not working ….
Purpose of the meeting What I’d like to talk about is ….
What is a reasonable time frame for completing this goal? objectivity so I solve my The problem/challenge seems to be …. SMART goals update Here’s what I’ve accomplished on my goal ….
clarified
Style 1 agreement own problems The alternatives are (describe alternatives). For me, what a stretch goal would look like is ….
I want to remind you that I have never done this exact goal Opportunities to share
CONNECT
ALIGN
I have some concerns about (express concerns) … and would and leadership style)
Knowledge of how How will we stay in touch on this goal or task? like to talk to you about them. Have I missed anything?
ALIGN
performance will be Will you or will someone else review my performance? I’m a bit discouraged and would like to work with you on …. What else should I be thinking about? Successes shared Up to now, I have (share achievements).
tracked When would you like an update? A vote of confidence and I’d like some feedback on …. Here’s the feedback I’ve gotten ….
SMART goals reclarified Let’s reconfirm my goal. What do you need me to accomplish?
encouragement What do you think I have done well? Here’s why I think this is important ….
Priorities What is the priority of this goal or task? Let’s talk about your expectations for me and where I need your
time/help. Help and ideas, if I ask Opportunities to be
There are some things getting in my way. … Could you help me As I was working on this goal, I had another idea ….
Role clarity Can we take a minute to get really clear on each of our roles? with them? creative and innovative I have always wanted to ….
Style 2 agreement Since I’m still learning how to do this goal or task, I’d like to
What am I specifically responsible for? (development level share my ideas, but I also need some direction from you. What other information or resources would help me do this What would challenge me is ….
and leadership style) faster or better?
ALIGN
Boundaries Which decisions can I make on my own? Autonomy I’d like more autonomy to ….
When should I check in with you? Perspective I need perspective. Reminders of past Can you remind me of why I should feel more confident? The way I’d change this is ….
successes
SUPPORT
I need to know how you feel about the progress I am making. Are there any specific examples of where or when you thought
Learning plan Who can teach me how to do this? Growth What I’d like to do is ….
I did a good job?
What should I study, read, or review? “Why” about “what and I need to understand why this goal is important to the Something I’d like to learn is ….
INSPIRE
how” organization …. Acknowledgment How is what I’m doing making a difference?
Can you tell me what I should do first and what the next of competence and Opportunities to teach Are there any opportunities for me to teach or mentor others?
steps are? Can you help me understand why this is the best approach? or mentor others
contributions Who needs help?
What should I have done, when? Involvement in problem I’m stuck. What do you think I should do next?
solving Ways to make the Do you have any suggestions for increasing my motivation toAdditional resources if I could do even more if I had the following resources ….
Direction on how; What direction or advice do you have for me? I have some ideas, but what would your advice be? goal more interesting do this work? requested
examples Do you have examples? What options do I have? and challenging (if Why is it important? Acknowledgment I’m interested in how you think I contribute most to the
What should I be careful of? How else could I look at this? motivation is low) Is there any other way I could think about this goal to increaseof competence, organization ….
LEARN
What else should I be considering and why? my desire to do it? commitment, and
Access to information/ What information do you have that will be helpful to me?
resources Coaching Can you show me how? RECONNECT Opportunities to I’ll let you know when I’d like to meet again. contribution
Who might be a good role model, mentor, or teacher?
RELEARN
What information or resources do you have that would be reconnect An opportunity to Here’s how I’d like to stay in touch (set up plan).
RECONNECT
Solutions to problems What are my next steps? helpful to me? reconnect
Opportunities to Do you have any examples?
What should I work on now? Follow through When will I hear back from you on the commitments you’ve
practice Who might be a good role model, coach, or teacher?
What should I try to do before we get together again? made to me?
Feedback What feedback do you have?
Feedback How am I doing?
What have you observed or heard?
What should I be doing differently?
Reassurance and Am I doing anything right?
Check for understanding Let me recap the direction you’ve given me so I know we’re support
RECONNECT
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I want to be sure of my next steps, which are ….
Follow through How will we stay in touch on this goal?
© 2013 The Ken Blanchard Companies. All rights reserved • Item # EL0868 • V110113 When would you like an update?
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Blanchard training participants may download, print, copy, electronically transmit, and/or post for internal business purposes.
Get Style 2 agreement Since you’re still learning, and may be (list feelings), would it be
(Development Level helpful if I continue to provide Clarify
you withpurpose of meeting
some direction? But, I’d also What do you want to focus on today? So, how do you think you’re doing on (state goal) …?
CONNECT
What a good job looks like is …. struggling …. Given your contribution, I’d say we are aligned on your goal
Getto Style 4 agreement I know you’re taking the lead, but I’m here, when and if you need me.
Get Style 1 agreement
ALIGN
Since you haven’t done this before, would it be helpful if I provided Look at how much you’ve already learned and accomplished …. (reconfirm goal) …. (Development Level You know how much I trust you to ….
(Development Level you with some direction , resources, information …. Two weeks ago you couldn’t …Get andStyle
now3you’re
agreement
able to …. So, what you need me to do is listen, right? and Leadership Style)
and Leadership Style) Explore “why” about “what and (Development Level Would listening be more helpful than advice or direction? Draw out and create visibility for
Let’s think about why this is important …. What success have you had with ….
ALIGN
Clarify performance tracking We’ll track your progress by …. how” and Leadership Style) What is the best way for me to support you? success
If you accomplish this goal, it will help you and the organization What feedback have you been getting?
Set priorities The priority of this goal/task/project is …. Facilitate self-reliant problem
And here’s what I’ll do to help you …. Involve the individual in D3 determine how What alternatives do you have?
Where are you stuck? innovation
Define boundaries You can go this far, but then you’ll needproblem
to check in with me …. What are you doing to keep your work fresh?
solving What have you tried? What are the pros or cons to each alternative?
Which alternative is best? What new ideas have you had about your work?
Develop a plan to learn To learn how to do this, first you need to …. What else could you do?
If you went with that recommendation, what steps would you need What new projects interest you?
Then, you should (specify next steps) …. Here are some ideas/next steps that we may want to consider ….
Here’s how you might want to look at this …. What did you mean when you said ….
COACH
Provide information/resources/ Here’s some information that will be helpful …. Provide opportunities to teach How could you share what you do so successfully?
Here are some more resources/examples ….
Express confidence and
TEACH
So, before we wrap up, let’s review what we’ve decided. What’s your Here’s how your work has helped the team …. Take action on D4’s ideas I trust your judgment on ….
RECONNECT
and alignment I’ve given you the direction you need to be successful.
RECONNECT
alignment understanding? What do you think you’ve accomplished or learned? Here’s what I’ll do with what you’ve suggested ….
Follow through Follow
Let’s set up our next meeting (set meeting through
date and time). Let’s meet again (set date). Support ways to make goal more What would it take for you to be re-excited about this? Follow through How do we stay in touch?
I’ll touch base with you about …. interesting and challenging How could we restructure this so that it is more fun? More How do I stay informed?
challenging? So that you continue to grow and develop?
Follow through I’m here to listen ….
RECONNECT
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Ken Blanchard first developed Situational Leadership with Paul Hersey in the late 1960s. In 1985, Blanchard and the Founding ®
Associates of The Ken Blanchard Companies —Marjorie Blanchard, Don Carew, Eunice Parisi-Carew, Fred Finch, Laurence ®
Hawkins, Drea Zigarmi, and Patricia Zigarmi—created a new generation of the theory called Situational Leadership II. The ®
leadership model used in this product is based on the Founding Associates’ second-generation thinking and research.
Situational Leadership is a registered trademark of Leadership Studies, Inc. ®