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Resource Center : Assessments : Manager Assessments :
Manager and Agent Behavioral Style Assessment
To be effective managers, we need to be able to
adapt to the needs of those with whom we are working. The roles we take as managers
directly impact the outcomes of our interactions with our staff, sales associates,
and customers. Before we can successfully assist others, we must first understand
our own behavioral style, recognize the style(s) being used by the other parties
involved in the process, and then select a style that is best suited to achieving
an acceptable outcome.
To determine your particular behavioral style,
answer each of the ten questions below. This inventory assesses your preferred
behavioral style as well as familiarizing you with the most common behavior
patterns that you will observe in your staff, agents, and clients.
For each question below, select the one statement
that best characterizes your response to the situation.
1. Two agents in your office are in a bitter
dispute over a shared listing where there is no written partnership agreement.
The company policy is that all partnership agreements must be in writing.
The dispute will be resolved in a company mediation, but you would like to
prevent similar types of disputes in the future. Which statement best describes
how you would conduct your office meeting to prevent this type of dispute
in the future?
a. You review the company rules and regulations
regarding partnership agreements with limited discussion from the sales
staff.
b. You distribute a detailed outline of the
rules regarding partnership agreements. The outline focuses primarily upon
company guidelines and the consequences for not following company policy.
c. You have the group discuss problems they
have experienced personally when they did not have a partnership agreement
and then lead the discussion on the most pertinent points.
d. You review your personal experiences with
the company mediation process in partnership disputes. End the meeting with
a group question and answer period.
2. One of your agents wants desperately to be
liked. She regularly brings home baked cookies to the office, is eager to
please, and has essentially become the office "mascot." She also has a high
profile in at least five important charities. Unfortunately, her baking and
charity work are keeping her from meeting your office minimum requirements
for production. What do you do?
a. Explain to the agent that she must meet
the company's production guidelines if she intends to stay with the company.
Set up a specific schedule where you can personally observe that she is
prospecting, taking call coordinator time, and doing regularly scheduled
open houses.
b. Have the agent review the company's or an
outside speaker's prospecting videos as well as observing two of the top
prospecting agents in your office. If she still can't get started, then
she should consider taking up charity work as a full time career.
c. Meet with the agent to explore why she's
focusing on outside activities rather than work. Find out what, from her
point of view, you can do to help her start meeting required production
goals.
d. Meet with the agent and begin the meeting
by letting her know how much you and the other people in the office really
like and value her. Explain to her that she must meet company production
goals or you and the entire office will be sorry to lose her.
e. Invite the agent to attend your regular
prospecting training sessions. You will model the behavior and then assist
her in mastering the techniques.
3. One of your agents is extremely disruptive.
He screams at clients on the phone, is rude and demanding to the office staff,
and ignores your requests to change his behavior. What would you do?
a. Meet with the agent to set specific ground
rules on how he is to behave. The ground rules include speaking to all clients
and staff in a polite, normal tone of voice. Inform the agent that you will
monitor his behavior to make sure he is following your guidelines.
b. Meet with the agent, review his employment
contract, and set forth his obligations for staying with the company. If
the agent refuses to change, you will have to terminate him.
c. Interview the agent to determine why he
is being so discourteous. Emphasize that you are available to assist him
in dealing with client and staff problems if necessary.
d. Meet with the agent and tell him that he
will have to work at home if he cannot alter his behavior. You are willing
to have him in the office, but you will not tolerate his rude behavior.
4. A top producer you just recruited tells off
color jokes and flirts to get attention. You feel his flirtatious behavior
is inappropriate and fear it may create problems with some of the agents.
What would you do?
a. Privately explain to the agent that his
jokes and flirting are inappropriate in your office. Give him specific guidelines
to follow so that he doesn't have problems in the future.
b. Ask the agent is he has had an opportunity
to review the company policy on sexual harassment and to please avoid any
further behavior that might be deemed "inappropriate."
c. Conduct an office meeting on sexual harassment
in the workplace. Supplement the meeting with an article that defines sexual
harassment and gives tips on how to avoid it.
d. Meet with the agent and explain that his
jokes and flirting make you uncomfortable. Since you like him and sincerely
appreciate his contributions to the office, you hope he takes your advice
to heart. You are concerned, however, that if you feel offended, others
may be too.
5. Your former top producer, has made virtually
no money for almost a year. Her past clients seem to be stuck in their present
properties, with the exception of an occasional death or divorce. Since the
agent has excellent skills, you would like to help her shift her focus to
finding new clients rather than relying on her present book of business. When
you suggested she try working with some first time buyers, she just smiled
and said, "You can't teach this old dog new tricks, but thanks for trying"
What do you do?
a. Explain the simple facts of today's market
to the agent, i.e., that if she continues to rely on her old clients, those
agents who have adapted to the new market may force her out of the business.
Give her as many guidelines as possible to move her in a new direction.
If she cannot make the change, her financial circumstances may force her
to look for another career.
b. Invite the agent in for a private role-play
session with you. Once you have demonstrated the behavior and role-played
it with her, she should be able to do it in the field.
c. Ask the agent what it is about developing
new business that gives her the greatest cause for concern. Help her to
overcome her fears through lots of coaching and positive reinforcement.
d. Take the reluctant agent out with you and
another experienced agent who has made the transition to the new market.
Once she realizes your personal commitment and sees someone she respects
actively working on developing new business, maybe she will try it on her
own.
6. A new agent in your office is the former owner-manager
of a company your company recently acquired. The new agent has definite ideas
how you should be run your office and is quite vocal. Unfortunately, many
of his ideas are in direct conflict with company policy. What do you do?
a. Nicely tell the agent your management style
is different from his. You would be delighted to discuss the differences
as soon as you can schedule the time.
b. Tell the agent that the company's policies
are different from his company's. Give him the company policy manual, and,
if he still has questions, you will be happy to answer them.
c. Schedule a private meeting to review the
agent's suggestions, realizing that he is having trouble being an agent
rather than the manager.
d. Tell the agent that while you really appreciate
his questions and comments, you must base your management decisions upon
input from your entire sales staff.
7. Your boss has just hired his niece to work
in your office. While she attends office meetings, she is seldom in the office.
She looks down to escape your attention and is painfully shy. Although you
have called her repeatedly, she has not scheduled a personal conference with
you. What should you do?
a. Leave a message on her voicemail spelling
out the ground rules: she must participate in office activities and see
you regularly. If not, you'll tell her uncle she should be out of the business.
b. Give her a copy an article "Conquering
Your Insecurity," "How to Win Friends and Influence People," as well as
"Winning Through Intimidation." Explain that unless she overcomes her shyness,
she won't make it in this business.
c. Plan your next sales meeting around
how to build your confidence in the real estate business. Supplement the
discussion with role playing and coaching.
d. Explain that business is a give and
take proposition. If she cannot try to be more assertive, she cannot expect
you to put out any effort to help her.
e. Be a role model for the new agent. Share
how you were intimidated when you first started and what you did to become
a high energy, confident, and positive salesperson.
8. One of your consistent producers works
diligently at everything you ask her to do. Despite her best efforts, however,
she has been incredibly unlucky: her car breaks down on the way to a listing
appointment, she slips on the stairwell and sprains her ankle, and an escrow
that is set to close burns down the day before closing. These events have
thrown her totally off track. What, if anything, can you do?
a. Sit down with the agent and set specific
guidelines she should follow to get her back on track.
b. Provide her with several articles from experts
on "Turning Your Life Around." If that doesn't help, suggest that she see
a psychologist.
c. Invite her to brainstorm ideas about getting
back on track. Your goal will be to find something she can do that will
be the first step in helping her regain control.
d. Tell the agent what happened to you to get
you off track. Encourage her to talk about what is happening to her. Hopefully,
she will benefit from your experience.
9. The company is now requiring each office manager
to conduct regular telephone prospecting sessions. You are leading your first
class and feeling uncomfortable. An agent who was a successful telemarketer
in the computer industry interrupts you to say that your approach doesn't
work. What do you do?
a. Remind him that this is your class and
that real estate is different from the computer business. Furthermore, like
all agents in your office, he is required to follow the rules set forth
by the company. These rules include using the specific prospecting techniques
you are teaching.
b. Inform him that these proven techniques
are drawn from the top telemarketing experts in the country. You sincerely
doubt that his material is as good as the material from the company's sources.
c. Ask the agent to describe his technique
and then lead a group discussion about the pros and cons of each technique.
d. Ask the agent to try your technique
for ten days, use his technique for ten days, and then report back to the
group on the results. If his technique produces better results, he will
conduct a class demonstrating how to use it.
10. You have a non-productive agent who needs
a personality transplant or a career adjustment out of your office. He consistently
makes sarcastic remarks about you as well as the other members of your office.
From his point of view, "he's above it all." What do you do?
a. Tell him he must make an attitude adjustment
and start following the ground rules of your office. If not, you will happily
assist him in making a career adjustment.
b. Pull him aside and explain the facts
in plain and simple terms: If he doesn't change his attitude, the company
will terminate him.
c. Meet with the agent to share some ways
for him to have a better attitude and to become more productive. Offer to
share your own personal material and assist him in any way that he may find
to be constructive.
d. Inform the agent that you will no longer
tolerate his criticisms of you or the other members of the office. You are
ready to assist him, but if he expects to stay in your office, he must make
a commitment to change his behavior.
SCORING AND COACHING TIPS: MANAGEMENT
AND AGENT BEHAVIORAL STYLE ASSESSMENT
For each of the questions you answered, count the
number of items that you marked "A," "B," "C," "D"
and "E"and fill them in
below. Note which style you used the most often. This indicates what your preferred
behavioral style is.
______ A: "The Authority": Managers
use the authority role when they set specific directions and ground
rules. The "Authority" prefers to deliver information with little, if
any, discussion and emphasizes following rules and regulations. For
the "Authority", an important part of the being a manager is to control
and evaluate their staff's performance.
______ B: "The Expert." Managers who
utilize the "expert" style believe that experts provide information
vital to business success and often perceive their role as a transmitter
of factual information. If the manager is not expert in a given area,
the manager will seek information from other experts or a "higher authority"
such as their company's senior management. The "Expert" relies on the
"tried and true" preferring to avoid innovation where the results or
unknown or unpredictable. "Experts"often see issues in "black and white."
In other words, there is little room for any variation or innovation.
______ C: "The Facilitator." Managers
who are facilitators attempt to create an environment where growth and
productivity can occur. They are sensitive to their staff's needs seek
to create an environment that matches the staff's expectations and needs.
This process includes providing the equipment, printed material, or
supplies necessary to create that environment. "Facilitators" encourage
discussion and seek to satisfy staff's needs first rather than their
personal priorities.
______D: "The Humanist." "Humanist"
managers emphasize their personal interests as well as paying close
attention to staff needs. "Humanists" encourage participation, strive
to treat their staff members equally, but also communicates their own
wants and needs as part of the process. Humanists place their own feelings
on the same level as those of their support staff. They seek to create
an office environment with strong relationships that provide a powerful
support system.
______ E: "The Role Model." "Role models"
seek to provide a high level of enthusiasm, competence, as well as a
positive attitude. Individuals who successfully emulate this model will
also acquire those skills. On the other hand, if individuals cannot
emulate the role model, frustration results. When used in the extreme,
this approach may stifle individual creativity and personal style.
SALES AND SUPPORT STAFF ROLES
No matter what role you assume as a manager, the
greatest influence on behavior is positive reinforcement. When an individual's
positive behaviors are ignored, they often engage in negative or attention seeking
behaviors to gain the notice they need. In your day-to-day working environment,
when an individual is behaving poorly, ask yourself if you have praised him
or her recently. If not, ask yourself what you can say that is positive to help
that individual get back on track.
In all situations, but especially when you are
negotiating or handling conflict, you must provide as much positive reinforcement
as possible. Positive reinforcement provides an important tool in assisting
disputing parties to come to an agreement. The successful leader/manager recognizes
when it is appropriate to use positive reinforcement and when it is appropriate
to withhold reinforcement, i.e. when no comment is appropriate. In addition
to using positive reinforcement, several other guidelines to keep in mind are:
1. Empathy: Set aside your personal viewpoint
and see the problem from the other party's point of view. Just as we want
to be respected, so does our staff.
2. Integrity: Be open and honest. Do what
you say you are going to do. If you are unhappy with an individual's behavior,
don't hide your feelings. Most individuals prefer a manager who responds
in a sincere and genuine manner.
3. Consistency: While many managers seek
to be empathetic, an even more important quality is consistency. Consistency
involves applying company policy and guidelines in a fair and reasonable
fashion to all staff. Nothing undermines management credibility faster than
having inconsistent policies or making "special deals."
4. Enthusiasm: The most infectious of all
attitudes is enthusiasm. Your personal attitudes will have a tremendous
effect on your entire staff. An enthusiastic manager creates an environment
that maximizes each individual's opportunity for success.
As you examine each of the roles below, remember
that lack of positive reinforcement, empathy, integrity, consistency, or enthusiasm
could trigger these behaviors. With these principles in mind, let's review some
of the most common roles your staff may assume.
ROLE
1. Downtrodden:
"Downtrodden" individuals seem to carry the
weight of the world on their shoulders. If things aren't going wrong for
them personally, then everything else around them is falling apart. As with
the "Nervous Nellie," you can spend enormous amount of time counseling the
individual and achieve absolutely no results. Furthermore, acting as an
authority or an expert may make them even more stressed or dysfunctional.
The Facilitator/Humanist roles are the most useful in helping the individual
change behavior, yet these same roles can also allow the individual to remain
"stuck" in the same position.
Recommended Techniques: Meet
with the individual to discuss how to get back on track. Start with something
simple that the individual can comfortably manage. Use small successes to
build larger successes. Encourage the individual to share what they are
experiencing. Finally, share your own personal experience if you went through
a similar period and successfully dealt with the problem.
2. Egocentric:
"Egocentric" individuals are concerned with
their needs and not particularly concerned about anyone else. They enjoy
being the center of attention and often seek it by constantly making comments
or asking questions. If you don't drop everything to personally accommodate
their needs, they may become hostile and belligerent. These individuals
are most likely to change their behavior when the manager acts as the Authority/Expert.
Recommended Techniques: Set specific
guidelines for the individual to follow. Instead of indulging the individual's
attention seeking behavior during meetings or other occasions where they
have an audience, set a private appointment with the individual to discuss
their concerns.
3. Needy:
The "Needy" individual lacks internal self-validation.
Consequently, these individuals seek "external" validation by helping others
or by engaging in other activities that will gain them approval. As a manager,
the needy individual is particularly eager to have your approval. This agent
differs from the "Nervous Nellie" in that the needy individual seeks approval
and validation rather than being intimidated or anxious about the business.
The best way to change this behavior is through the Authority/Humanist/Role
Model Roles.
Recommended Techniques: Give
the individual specific guidelines to correct the behaviors you want to
change. Indicate that once they master the behaviors you give them, you
would like them to assist other individuals who may also need help. Another
way to have the needy individual "buy into the concept," is have them assist
you in activities that focus their energy on doing their job rather than
being distracted by other activities. (Remember, this individual needs to
feel needed.) Positive reinforcement is critical to changing this behavior.
(2)
4. Nervous Nellie:
The "Nervous Nellie" almost always suffers
from low self-esteem. These individuals are anxious and dependent. They
have little faith they will succeed at anything on their own. As a manager,
you could spend the rest of your life trying to coach this individual into
feeling confident. Nervous Nellies are most likely to change their behavior
when the manager uses the Authority/Expert roles.
Recommended Techniques: The only
way that the "Nervous Nellie" is going to succeed is by being "shoved out
of the nest." Before "booting them out," make sure that you have given them
as many guidelines and hints possible to help them succeed. Have them role-play
to make sure they have mastered the appropriate scripts and dialogues. You
may elect to actually go an appointment with them, but keep your mouth closed.
They will never develop adequate confidence if someone else is always there
to assist them . (5)
5. Opinionated:
Often times our staff has opinions that differ
markedly from our own. While opinionated individuals may be seeking attention,
in many cases, these individuals believe their ideas are actually a positive
contribution to the group. Your goal as a manager is twofold: Make sure
the individuals under your supervision follow company guidelines but, at
the same time, be open to suggestions that can improve what you are doing.
The Authority/Facilitator roles are the best way to change this behavior.
Recommended Techniques: Remind
the individual that each of you has specific guidelines you must follow:
the company not only places requirements on the staff, but it also places
requirements on you as a supervisor. Having made that statement, however,
be sure to add that you are always open to suggestions that can improve
the office and its operation. Ask the individual for specific input on how
to improve those items about which he or she is concerned. If the individual
has good suggestions, you may ask the individual to present their ideas
to the entire office or incorporate their suggestions into an office meeting.
The ultimate goal is to bring the individual into the process, not to alienate
them. (9)
6. Passive Aggressive:
The passive aggressive individual doesn't do
what you ask and furthermore, will not confront you directly. Instead, passive
aggressive individuals will listen to what you say, smile, and then do exactly
what they want to do. This individual is most likely to change the passive
aggressive behavior when the manager acts as the Authority/Expert.
Recommended Techniques: Review
the company policies and guidelines where the individual is not in compliance.
Give specific directions to the individual on how to meet required obligations
and offer assistance if needed. If the individual still fails to follow
your directions, place him or her on probation. If the individual fails
to meet the terms of probation, they should be terminated. (7)
7. Roguish:
The "roguish" individual thinks that jokes
and flirting are cute. These individuals are often quite charming. Because
we must be especially sensitive to the issues associated with sexual harassment,
it is critical that all agents are aware of the appropriate standards for
business behavior in our company. This individual is most likely to change
the behavior when the manager uses the Authority/Humanist roles.
Recommended Techniques: To change
this behavior, let the individual know that he or she is a valued member
of your team. Next, privately review company policy on this topic and then
let the individual know that this behavior makes you personally uncomfortable.
Make sure that both you and the individual have a clear understanding of
acceptable and unacceptable behaviors by the end of the meeting. You may
elect to document the meeting in writing. (4)
8. Sniper:
The sniper has an attitude problem coupled
with open hostility. It is critical that you stop this behavior immediately
because the effects can be devastating. Typically, the sniper thinks he
or she is capable of getting along quite nicely without you. Furthermore,
snipers often resent the fact that you have authority over them. The Authority/Expert
are the best roles for changing this behavior.
Recommended Techniques: Confronting
this individual in front of a group is usually counterproductive. Even if
you can carry off the confrontation effectively and receive kudos from the
other staff members, you will often lose the individual you confront. In
most cases, it is best to meet with the individual privately. In that meeting,
give the individual a written list of the unacceptable behaviors as well
as specific guidelines the individual must follow to continue to work in
your office. Ask the individual to sign that he or she has received the
list. If the inappropriate behavior continues, terminate the agent. Be sure,
however, that all documentation is in writing and that any termination is
cleared with the appropriate individuals in Human Resources.
Need additional help? Our Top 10 Lists for Managers
have lots of suggestions for improving your managerial style and building your
team. For individual help, contact one of the coaches on our coach referral list.
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