BIRKMAN BASICS OCTOBER 3 2019 Mack Lytle CPA

BIRKMAN BASICS OCTOBER 3, 2019 Mack Lytle, CPA Account Manager, Eastern Region

FOUNDED 1951 • Began with the insights of Lt. Col. Roger Birkman who piloted a B-17 in the war • Birkman is unique as it compares a person’s selfperceptions with his/her perceptions of most people thereby defining a person’s social worldview. • Birkman founded in 1951

3 COMMON OUTCOMES OF BIRKMAN • Increased Self-Awareness • Empathy for Other Personality Styles • Understanding of How to Work Better with Others • Identify Strengths & Blind Spots • Increased Psychological Safety We don’t ask people to change their personality— we help them understand it to help them optimize it.

KEY THINGS TO KNOW • Non-judgmental • There are no “wrong” scores. • Each person is unique • In a sample size of over 4 million, no two Birkman reports were identical. • Personality is stable • For the vast majority of respondents, little change in scores is seen over time. • Online questionnaire • • Link sent via email Takes ~30 minutes to complete 298 questions, split into 3 sections Can pause/resume if needed

BASICS REPORT: COLORS & MAP

BIRKMAN SYMBOLS – A SUMMARY OF PERSONALITY Birkman uses four core symbols to represent key personality dimensions. Interests Usual Behavior Needs Stress Behavior

Usual Behavior The Diamond represents your Usual Behavior. RED USUAL BEHAVIOR Practical Active Decisive Candid YELLOW USUAL BEHAVIOR Focused Collaborative Consistent Independent GREEN USUAL BEHAVIOR Flexible Sociable Responsive Competitive BLUE USUAL BEHAVIOR Reflective Tactful Expressive Suggestive

BIRKMAN RED Reds are DOERS: They are Extroverted and Task-Oriented. Reds are people who: • Make quick decisions • Are direct and action-oriented • Give full attention to the task at hand • Enjoy building and working with their hands

BIRKMAN GREEN Greens are COMMUNICATORS: They are Extroverted and People-Oriented. Greens are people who: • Like to communicate • Enjoy selling and motivating • Teach and counsel others • Are natural influencers

BIRKMAN BLUE Blues are THINKERS: They are Introverted and People-Oriented. Blues are people who: • Plan and visualize possibilities • Generate new ideas and solve problems • Enjoy reflection and introspection • Are selectively sociable

BIRKMAN YELLOW Yellows are ANALYZERS: They are Introverted and Task-Oriented. Yellows are people who: • Are concentrative and cautious • Like to work with numbers and details • Establish systems and procedures • Prefer indirect communication

THE ONLY ASSESSMENT THAT CAPTURES NEEDS • By understanding one’s own Needs, individuals Needs: are better able to recharge, stay motivated, and What individuals crave from their avoid Stress Behavior. environment and the people around them. • By understanding other’s Needs, an individual is When someone’s Needs are met, they are able to provide the support to improve morale, fulfilled, engaged, and productive. increase productivity, and better facilitate communication. For 70% of people, what we NEED is DIFFERENT than HOW WE

Needs The Circle represents your Needs. RED NEEDS Direct authority Outlet for energy Clear cut situations YELLOW NEEDS Protection from interruptions Detailed directions Consistency GREEN NEEDS Recognition Group interaction Flexibility and varied activities BLUE NEEDS Opportunities to express feelings Time for reflection Respect

Stress Behavior The Square represents your Stress Behavior. RED STRESS BEHAVIOR Become impatient Dismiss others’ feelings Be busy for the sake of it YELLOW STRESS BEHAVIOR Rigid / over insistent on rules Reluctant to confront others Resistant to change GREEN STRESS BEHAVIOR Fail to follow the plan Easily distracted Distrust others BLUE STRESS BEHAVIOR Find it hard to take action Discouraged Indecisive

SIGNATURE REPORT: INTERESTS

INSIGHT REPORTS: YOUR STRENGTHS Birkman Insights • The Your Strengths report summarizes your top strengths based on your Interests and Component scores.

SIGNATURE REPORT: CAREER OVERVIEW Career Exploration • One of Birkman’s differentiators is that we provide both behavioral and occupational data. • The Career Exploration Overview allows us to highlight this without overloading the feedback with career information.

SIGNATURE REPORT: CAREER OVERVIEW

SIGNATURE REPORT: ACTION PLAN

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