19th ISPI EMEA Annual Conference

Achieving measurable performance results in the digital era

1-6 October 2020 - 1st Virtual Event

Briefing Sessions

Leading in, leading out, leading together – leadership intelligence in the digital age

Day:

Thursday, October 1, 2020

Time:

CET 7:00-7:30pm
EST 1:00-1:30pm
PT 10:00-10:30am

Description:

To anticipate and confront emergent challenges post-COVID, you will learn which research and evidence-based practices are critical to synchronize, recognize, and prioritize insights and actions using the shared decision centers of the “heart, gut, and head.”

Whether we know it or not, every time we interact with someone, we’re using language and engaging in behaviors that either energize and motivate, or “invite” conflict and dissonance in one or more important decision centers. When it comes to workplace interactions, psychology and neuroscience research makes it clear that leaders at all levels can positively influence collective intelligence, decision making, energy, and engagement by recognizing different perspectives, inviting inclusion, and reducing threats, conflict, and friction. Become inspired and learn evidence-based practices to activate the collective intelligence of our “heart, gut and head.”

Presenters/Facilitators:

Rose Baker

Rose Baker

Associate Professor in the Department of Learning Technologies, College of Information, University of North Texas

Dr. Rose Baker is an Associate Professor in the Department of Learning Technologies, College of Information, University of North Texas. Her research includes open learning, management techniques and statistical applications for operations and performance improvement, survey and evaluation design, theory development, and game design. Rose holds a PhD in Instructional Systems and an M.Ed. in Adult Education Theory and Practice from The Pennsylvania State University and is certified as a PMP® by the Project Management Institute.

Email: rose.baker@unt.edu

Sarah Spradlin

Sarah Spradlin

CEO, Vitruvian Advantage

Dr. Sarah Spradlin holds a DBA specializing in IO Psychology from Northcentral University, AZ, USA and is a certified expert in micro-expressions. After years of serving in the U.S. Marine Corps & working with Special Operations Command, she became fascinated with the fundamental role EI plays in establishing a resilient workforce capable of effectively navigating change in today’s global market. She is a leading expert in the study & application of EI as it relates to talent acquisition & organizational resilience among high-performance teams.

Rose Baker

Rose Baker

Associate Professor, University of North Texas

Dr. Rose Baker is an Assistant Professor in the Department of Learning Technologies, College of Information, University of North Texas. Her research includes open learning, management techniques and statistical applications for operations and performance improvement, survey and evaluation design, theory development, and game design. Rose holds a PhD in Instructional Systems and an M.Ed. in Adult Education Theory and Practice from The Pennsylvania State University and is certified as a PMP® by the Project Management Institute.

Peter Baverso

Peter Baverso

CEO, Ventivia LLC

Peter Baverso, MBA, PMP®, ACP®, CSSBB® is on a mission to help 10,000,000 people liberate their potential. Peter is an experienced thought leader, active in the lean/agile performance community since 1996. Peter leads Ventivia, LLC; is President of the Potomac Chapter ISPI; served as the human performance lead for the US Marine Corps Systems Command and as Adjunct Faculty for the University of Phoenix, School of Management; and is Board Member of the Innovation and Organizational Change Management Institute.

Zikiria Chaudhary

Zikiria Chaudhary

President and Chief Agilist, CITAZ LLC

Zikiria empowers leaders to enable and scale lean enterprises through a focus on high-performance teams, continuous improvement processes, digital product management flows and customer-centric experiences, and training and people development. He employs organizational shift techniques resulting in connected people that test, learn, and adapt using neuroscience, smart design, microlearning, rapid prototyping, and fast development of human-centered products/services. Zikiria’s clients span the Financial Services, SaaS, Consumer Products, Government, Education, and International Development industries. Currently, he serves as the Director of the Innovation Institute for ISPI Potomac and as President of CITAZ LLC where ideas become reality.

Showcase and Application: Thirteen Steps from Innovation to Implementation

Day:

Friday, October 2, 2020

Time: 

CET 4:00-4:30pm
EST 10:00-10:30am
PT 7:00-7:30am

Description:

Survive the waves of changes: new leaders, market and strategy shifts, supply chain breakdowns, restructuring, and pandemic. This becomes the ‘new normal.’ We all must re-imagine, re-invigorate, re-brand and embrace disruption. As in Emergency Coordination Centers during pandemic, where the responders prepare emergency kits with processes and protocols to act in order to flatten the curve and have health care facilities and staff available, we need to innovate to adapt to change everywhere.

This session will introduce a performance support tool that will guide you through 13 steps from ideation to implementation. It includes more than 30 approaches/tools that can be selected to meet your organization context and client starting point.

A real-life application of the tool will be showcased.

Objectives:

Participants will be able to:

  1. Recognize and connect approaches/tools related to system critical thinking, encourage and support innovation, orient strategically for the future, champion and orchestrate changeRecognize and connect approaches/tools related to system critical thinking, encourage and support innovation, orient strategically for the future, champion and orchestrate change
  2. Identify at least three approaches/tools used in their work.

Presenters/Facilitators:

John B. Lazar

John B. Lazar

John B. Lazar Associates

John has been a performance consultant and coach since 1983, including 23 years as an executive coach to executives and senior managers through his company John B. Lazar & Associates. He works with individual leaders and their teams, altering their perspectives, skill sets, and performance to produce socially and emotionally intelligent leadership and management, breakthrough execution and business results.
John has been a member of ISPI since 1981 and now serves on its board of directors

Email: john@jblacoaching.com
Website: www.jblacoaching.com

Daniela Robu

Daniela Robu

Director, Knowledge Management Infrastructure, Systems Innovation and Programs, Alberta Health Services (AHS)

Daniela has a Master’s of Science in Biomedical Engineering, Certification in e-Learning, Adult Learning (U of Calgary), Performance Technology (ISPI, USA), Return on Investment (ROI Institute, USA) and Certified Health Executive (CCHL, Canada). Daniela integrates innovative approaches in her work that aim to solve the current business challenges to increase efficiency and efficacy of core business processes, where knowledge is central to organizational performance and shared those at 20 conferences (EMEA, ISPI, APQC, CCHL, ECKM).

How to effectively fulfill fundamental human needs that impact performance in the digital era

 

Day:

Friday, October 2, 2020

Time:

CET 5:00-5:30pm
EST 11:00-11:30am
PT 8:00-8:30am

 

Description:

Humans are wired both for connection and protection.  In organizations, individual and collective performance is enhanced when there is psychological safety (Amy Edmonson), that is, when our rewarding systems are activated more than our threat systems.  In the digital era, and with increased remote working, there are both new opportunities and challenges to achieve that meaningful connection between people.  We will introduce the SCARF model (Neuroleadership Institute) as a tool to understand some basic human needs that may trigger our reward or threat systems, and use it to improve meetings, collaboration and leadership.  This directly impacts well-being and organization performance.  We will provide real-life examples and experiences from different organizations of how this plays out in practice.Humans are wired both for connection and protection.  In organizations, individual and collective performance is enhanced when there is psychological safety (Amy Edmonson), that is, when our rewarding systems are activated more than our threat systems.  In the digital era, and with increased remote working, there are both new opportunities and challenges to achieve that meaningful connection between people.  We will introduce the SCARF model (Neuroleadership Institute) as a tool to understand some basic human needs that may trigger our reward or threat systems, and use it to improve meetings, collaboration and leadership.  This directly impacts well-being and organization performance.  We will provide real-life examples and experiences from different organizations of how this plays out in practice.

Objectives – Participants will be able to:

  1. Get new understanding of human factors that impact well-being and performance
  2. Learn a practical model and tool to assess risks and increase psychological safety
  3. Find inspiration through dialogue and concrete examples 

Presenters/Facilitators:

Lisa Giacumo

Lisa Giacumo

Associate Professor of Organizational Performance and Workplace Learning at Boise State University

Lisa Giacumo Lisa is an associate professor of Organizational Performance and Workplace Learning at Boise State University. Her research interests focus on the use of instructional design and digital tools for global training initiatives and PI. She has worked internationally as an instructional designer, trainer, and manager for businesses, universities, non-profits, NGOs, and the US Department of Defense. Lisa has presented at AECT, Humentum/LINGOs Global Learning Forum, ISPI, and ISPI EMEA.

lisagiacumo@boisestate.edu

Cecilia Alwin Mattsson

Cecilia Alwin Mattsson

Senior Management Consultant, YesP Consulting AB, Sweden

Cecilia Alwin joined YesP Consulting in 2018. She is a dedicated lecturer and educator, passionate about people and our differences and how they affect communication. Cecilia has held various management positions in sales and marketing – mainly in the media world – for the past 20 years, including private, municipal and publicly listed companies. In 2016, she became a “Fellow” of the Global Leadership Foundation. She has a degree in economics and is a certified ICF coach and an internationally trained Enneagram trainer. Cecilia is buzzing with energy and she loves sharing new insights and tools that you can apply right away.

Why and How to Build a Strengths-Based Organization: Principles, Practices, and Process

Day:

Friday, October 2, 2020

Time:

CET 6:00-6:30pm
EST 12:00-12:30pm
PT 9:00-9:30am

Description:

Research over two decades proves strengths-based approaches to leadership, change, performance, and engagement deliver superior results. An emerging concept is strengths at the systems level – Strengths-Based Organizations (SBOs). Based on her research and corporate experience, learn (i) why SBOs are more likely to achieve success in a world of constant change and turbulence, (ii) the six principles of an SBO that surfaced from the research and that can form the framework for an SBO strategy, and (iii) different strategies for building an SBO. As an intermediate-senior leader, you will have the opportunity to discuss how these principles could apply your organization’s growth. Dr. Lee will also offer a post-conference Zoom call for those interested in learning more.

    Presenters/Facilitators:

    Sylvia K. Lee

    Sylvia K. Lee

    Kieran Patrick Consulting

    Sylvia inspires leaders to let go of standard leadership approaches, transforming how they lead to become confident, credible and trusted leaders whose teams deliver consistent high performance. Working with leaders at the intersection of leadership, team culture, and high performance, she emboldens leaders to create a greater vision of what is possible, for themselves and their teams.

    Email: sylvia@powerup-leadership.com
    Website: www.kieranpatrick.com

    Mentoring – Strategy for Leverage and Measurable Performance Results at the World Level

     

    Day:

    Friday, October 2, 2020

    Time:

    CET 7:00-7:30pm
    EST 1:00-1:30pm
    PT 10:00-10:30am

    Description:

    Creating a culture that objectively examines its actual vs desired results requires systems and systematic approaches. Continuous performance improvement demands innovative strategies and productive partnerships. Facilitated mentoring is a proven performance improvement strategy, leveraging extant skills, experience, financial resources, and labor that can be embedded in the culture of an organization. This briefing will illustrate how that strategy can also be employed in a community to reduce significant problems at the world level

    Join Margo and see how mentoring is a strategy for developing leadership partners in reproductive health to improve human conditions at a societal level (Asia, Africa, Latin America). She will describe how mentors work with fledgling entrepreneurs to increase employment in country, and business growth internationally (Northern Ireland).

    Presenters/Facilitators:

    Margo Murray

    Margo Murray

    President & COO, MMHA The Managers’ Mentors, Inc., USA

    Margo has a unique combination of management experience, academic work in business & behavioral sciences, & structuring of effective human performance systems. Working in 40+ countries, she is consistently commended for clear, culturally sensitive communication. Her program designs, books, and articles earned professional awards, & White House Recognition for Excellence. Invited speaker to United Nations Secretariat. ISPI Recognition – Outstanding Member, Member for Life, President, CPT, Keynote speaker, Masters (3), Faculty for Institutes & ProSeries.

    Roadmap to Building a Consulting Firm: Your Entrepreneurial Journey

    Day:

    Saturday, October 3, 2020

    Time:

    CET 6:00-6:30pm
    EST 12:00-12:30pm
    PT 9:00-9:30am

    Description:

    This session is about the nuts and bolts of developing a consulting firm. Building a performance improvement business is a journey. You start by picking a destination (results/success criteria). You create a map (plan/take a systemic view) to get there as efficiently and cost effectively as possible. You study the marketplace (need/opportunity) so you can bring the right set of tools (skills/abilities). You figure out how to make the journey memorable by adding value, collaborating with your clients, while avoiding missteps and reducing your own risks.. Entrepreneurs will share stories about their plans for starting or growing a consulting firm in the performance improvement, training or similar field. Participants will be invited to share their own experiences and challenges.

    Presenters/Facilitators:

    Nancy Crain Burns

    Nancy Crain Burns

    ISPI President

    As a Certified Performance Technologist, I enjoy sharing information that can help you and your organization! We can be successful by applying performance improvement principles to business situations and realizing better results! Experience in corporate life, academics and non-profits has given me a chance to see the benefits of our ISPI principles applied in diverse environments. My passion for small business grew from working in my family’s business and appreciating those who take this initiative!
    I am proud to serve as President for the International Society of Performance Improvement (ISPI).

    Judith A. Hale

    Judith A. Hale

    Principal, Hale Associates

    I’ve had the privilege of working in the public and private sectors across all industries for more than 30 years. During that time, I wrote nine books on performance improvement, credentialing, and evaluation. Writing gave me the opportunity to codify and share my thinking and experiences with colleagues. Even though my work has become increasingly more specialized, focused on performance-based credentials that lead to meaningful change, I’ve become increasingly aware of how rapid change is redefining our role in upskilling today’s workforce. To connect or to learn more about me, my research, and workshops, visit www.HaleCenter.org.

    Organizational Learning from Adverse Events – How Highly Reliable Organizations (HROs) analyze and learn from unexpected outcomes in the workplace

     

    Day:

    Saturday, October 3, 2020

    Time:

    CET 7:00-7:30pm
    EST 1:00-1:30pm
    PT 10:00-10:30am

    Description:

    Nuclear power, commercial aviation, specialized military units, and other HROs do the right thing, consistently, over time, even in hazardous environments. One of the four elements that contributes to high reliability is in-depth analysis of adverse events. “Adverse events” are injuries/deaths, damage to equipment, or loss of production or data. In the traditional approach of “whoever touched it last gets fired”, organizations learn nothing and the event will eventually occur again. Organizations that do an in-depth analysis of adverse events and near misses learn how to improve their safety and operational efficiency and are much less likely to suffer a recurrence. HROs use a proven event analysis methodology to learn about the error precursors, flawed defenses, and latent system weakness that contributed to the event. It also uses a “just culture” approach to deviations from expected behaviors, realizing that the organizational factors present at the time of the event contributed as much, or even more, than the actions of individuals involved. Practical Exercise: After learning about a complex adverse event, participant breakout groups each discuss and report on assigned elements. Then all participants will discuss a just culture approach to culpability. Participants then discuss potential applications in their practice.

    Presenters/Facilitators:

    James E. Morrison

    James E. Morrison

    Training Manager, Performance Improvement, Grifols Shared Services NA, USA

    Jim is a retired US Coast Guard officer who specializes in initiating a culture of safety and reliability in high-hazard operations. In his 31 years USCG, he served in Command Afloat, Operations Afloat, Operational Test Director, and Intelligence duties.

    Recognized as a Certified Performance Technologist (CPT) by ISPI since 2003, Jim has led numerous event analysis teams responsible for identifying error precursors, flawed defenses, and latent system weaknesses in industrial accidents. He has implemented and sustained safety and reliability efforts for Luminant Power (Texas), Swedish Medical Centers (Seattle), Queen’s Medical Center (Honolulu), Catholic Health Initiatives (Dakotas and Minnesota), and the Duke Energy Nuclear fleet (Carolinas).

    Thrive in exponential times!

     

    Day:

    Monday, October 5, 2020

    Time:

    CET 4:00-4:30pm
    EST 10:00-10:30am
    PT 7:00-7:30am

    Description:

    Much of what will distinguish exceptional performance today depends on mental strength, resilience and courage. The ‘new normal’ is characterised by deep uncertainty, change and disruption, at a rate and pace that is unprecedented – taking humanity into unchartered territory – and calling for new capabilities!
    Some BIG questions to reflect on …
    ─ How do you thrive in this new normal?
    ─ How do you fortify yourself?
    ─ How do you diffuse and face fear and uncertainty?
    ─ How do you steer yourself, your organisation and your loved ones through the eye of the hurricane?

    The success of business and society going forward will depend on the resilience and creativity of humans. We need to build systems of creativity, curiosity, connection and empathy in order to lead with heart, trust and collaboration and – most importantly – we need to be comfortable with change. The Performance Hub has cracked a competency framework called The Meta Code – including a behaviour
    change blueprint/recipe to reset the mind and expand the skillset, toolset and heart-set needed to THRIVE … and steer one-self, teams and organisations forward in these exponential times.

    There are four quintessential human competencies that we lead with, as illustrated below, they are:
    ─ RESILIENCE … this is about learning, adapting and integrating change in order to ‘bounce’ forward.
    ─ AUTHENTICITY … you need to lead and manage yourself first, i.e., having a clear sense of who you are, what you can do, where you are going in order to show up and lead from an authentic core.
    ─ COLLABORATION … building authentic human connections, co-creating and working together to achieve shared goals. Collective intelligence (called the C Factor) trumps individual intelligence.
    ─ INNOVATION … as the digital revolution continues, imagination, curiosity, executive function and problem solving are going to be critical … this is about thinking in and out of the box

    Presenters/Facilitators:

    Session Speaker TBD

    Session Speaker TBD

    Chief Executive/Owner, The Performance Hub, South Africa

    Speaker Description TBD

    A system mapping process in Namibia: Cross cultural performance improvements

    Day:

    Monday, October 5, 2020

    Time:

    CET 5:00-5:30pm
    EST 11:00-11:30am
    PT 8:00-8:30am

    Description:

    Join us to learn through our experiences with engaging in a system mapping process in an organisation in Namibia that was interested in performance improvement. We partnered with a financial investment organization to inculcate systems thinking into the culture, to promote value addition to the overall organizational strategic goals, encourage innovation, as well as improve employee efficiency. Given our case study, you will be able to describe a five-phase process we identified and collected data from relevant sources related to the achievement opportunity gap, between the actual state and desired state of organizational operations and culture. Also, you will be able to identify the cross-cultural considerations responsible practitioners can use in enacting the mapping process across cultures.
     

    Presenters/Facilitators:

    Nancy Crain Burns

    Nancy Crain Burns

    President Crain Burns Associates, L.L.C.

    Nancy Crain Burns, CPT, PhD, PMP, president of Crain Burns Associates, LLC and past president of ISPI, has helped social service agencies and corporations develop strategies and identify opportunities to achieve effective solutions.  Burns has taught Applied Management Entrepreneurship at the university level, led small business workshops, and mentored leaders through the business planning process.  Nancy’s passion for small business began when working in her grandmother’s New Orleans perfume shop.

    Tutaleni I. Asino

    Tutaleni I. Asino

    Associate Professor of Educational Technology and Director of the Emerging Technology and Creativity Research Lab in the College of Education and Human Sciences, Oklahoma State University

    Tutaleni’s research agenda includes Comparative and International Education, mobile learning, diffusion of innovations, Open Education and how culture, agency and representation manifest themselves and interplay in education settings.

    What happens after the auditors leave? Bridging the gap between the Audit Report and improved organizational performance results

    Day:

    Tuesday, October 6, 2020

    Time:

    CET 4:00-4:30pm
    EST 10:00-10:30am
    PT 7:00-7:30am

    Description:

    Recurring internal and external audit findings are common in many organizations. One of the reasons for this is that inefficient organizational processes are used when controls are designed for these processes, resulting in sub-optimal organizational results. This contributes towards recurring audit findings, as the combination of the process and control environment still leaves control gaps and residual risk.

    Auditors usually have expertise in identifying risks, control weaknesses and financial misstatements, not in reviewing process efficiencies. When a sub-optimal process is controlled by an efficient control environment, or an efficient process is controlled by a sub-optimal control environment, the chance of optimal results is limited.

    Organizations require niche skilled people to link audit recommendations and process analysis to improve organizational results.

      Presenters/Facilitators:

      Louis Herman

      Louis Herman

      Head: Business Optimisation and Group Audit at Paramount Group

      I have external and internal audit experience, spanning more than 22 years in the financial, manufacturing, steel, defense and aerospace industries, including several years as head of internal audit. I have consistently searched for ways that audit can provide a holistic approach to support optimal organizational results.

      I have identified that internal and external audit cannot provide organizations with the required solutions to implement reported audit recommendations in this holistic context and that additional skills and expertise is required to close this loop.

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