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Emotional Competence
Inventory
For B\Coach Systems Use Only, Not for public use




Hay/McBer
            The Players
                                   David McClelland
                            Founded McBer and Company, 1964

                             “Testing for Competence Rather
                             Than for Intelligence,” 1973




     Lyle Spencer                   Richard Boyatzis
                                                                             Daniel Goleman
Former President of McBer       Former President of McBer
                                                                                 Author
     and Company                      and Company

 Competency Assessment          The Competent Manager,                    Emotional Intelligence,
 Methods, 1990                  1982                                      1995
 Competence At Work,            Innovation in Professional                Working With Emotional
 1993                           Education, 1995                           Intelligence, 1998


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Hay/McBer                               0001-6557-HYMR-PC ECI PRES 2-16
        The Case for EI:
        Why Do Smart People Fail?
            Some very intelligent people walk blindly through
            the realms of human emotion and interaction,
            stumbling along a path of reason without
            sensitivity.




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Hay/McBer                   0001-6557-HYMR-PC ECI PRES 2-16
        The Case for EI:
        Why Do Smart People Fail?
        Intellectual Capabilities                           Emotional Intelligence
           Intellectual capability (IQ),                          Emotional Intelligence (EI)
            knowledge, and technical                                is the differentiating factor
            expertise are threshold                                 in success
           Only one cognitive ability                             90% of the difference
            (pattern recognition)                                   between outstanding and
            differentiates outstanding                              average leaders is linked
            leaders                                                 to EI
                                                                   EI is two times as important
                                                                    as IQ and technical
                                                                    expertise combined
                                                                   EI is four times as important
                                                                    in terms of overall success
                                                                                                4
Hay/McBer                         0001-6557-HYMR-PC ECI PRES 2-16
        The Case for EI:
        Why Do Smart People Fail?
           Of the competencies that distinguish an effective
            leader, what percentage are cognitive, or
            intellectual, abilities?
           What is the role of knowledge for managers,
            executives, and leaders?




                                                                5
Hay/McBer                    0001-6557-HYMR-PC ECI PRES 2-16
        The Case for EI:
        Why Do Smart People Fail?



            In a study of more than 2,000 managers
            from 12 large organizations, 81% of the
            competencies that distinguished
            outstanding managers were related to
            emotional intelligence.
            Boyatzis, (1982)




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Hay/McBer                 0001-6557-HYMR-PC ECI PRES 2-16
        The Case for EI:
        Why Do Smart People Fail?



            “181 different positions from 121
            organizations worldwide…67% of the
            abilities deemed essential for effective
            performance were emotional
            competencies.”
            (cf. Rosier, 1994)




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Hay/McBer                 0001-6557-HYMR-PC ECI PRES 2-16
        The Case for EI:
        Why Do Smart People Fail?


            “Reanalyzed data from 40 different
            corporations…to differentiate star
            performers from average
            ones…emotional competencies were
            found to be twice as important in
            contributing to excellence as pure
            intellect and expertise.”
            Goleman, WWEI
            (cf. Jacobs and Chen, 1997)



                                                           8
Hay/McBer                0001-6557-HYMR-PC ECI PRES 2-16
        The Case for EI:
        Why Do Smart People Fail?


            “In professional and technical fields the
            threshold for entry is typically an IQ of
            110–120.
            ...Since everyone is in the top 10% or so
            of intelligence, IQ itself offers relatively
            little competitive advantage.”
            Goleman, WWEI, (cf. Carnevale, 1989)




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Hay/McBer                  0001-6557-HYMR-PC ECI PRES 2-16
        The Case for EI:
        Why Do Smart People Fail?




            The primary derailer of top executives is
            a lack of impulse control.
            Goleman, WWEI (cf. Walter Clarke, 1996)




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Hay/McBer                 0001-6557-HYMR-PC ECI PRES 2-16
        What is Emotional Intelligence?
        The capacity for recognizing our own feelings
        and those of others, for motivating ourselves
        and for managing emotions in ourselves and
        others.

        Essentially:
           Understanding Yourself
           Managing Yourself
           Understanding Others
           Managing Them


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Hay/McBer                  0001-6557-HYMR-PC ECI PRES 2-16
        Emotional Competence
        Emotional Intelligence is developed from
        emotional competencies, which are:
               Learned capabilities that contribute to effective
                performance at work, outstanding leadership,
                and deeply satisfying relationships in life.




                                                                    12
Hay/McBer                      0001-6557-HYMR-PC ECI PRES 2-16
        What is a Competency?
       Any measurable characteristic of a person that
       differentiates level of performance in a given job,
       role, organization or culture.

                                                              Necessary for
                               Skill                          top performance
                            Knowledge                         but not sufficient


                        Social Role, Values
                                                              Characteristics
                             Self-Image                       that lead to
                                                              longer-term
                                       Trait                  success
                                   Motive


                                                                                   13
Hay/McBer                   0001-6557-HYMR-PC ECI PRES 2-16
        EI Competency Clusters
       Emotional Intelligence consists of four clusters,
       identified by Daniel Goleman in Working with
       Emotional Intelligence.


            I. Self-Awareness
            II. Self-Management
            III. Social Awareness
            IV. Social Skills



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Hay/McBer                       0001-6557-HYMR-PC ECI PRES 2-16
        The Conceptual Model
        How Emotional Intelligence Drives Performance
                            Self                            Others
             Awareness

                           Self-                          Social
                         Awareness                      Awareness
             Actions




                            Self-                               Social
                         Management                             Skills


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Hay/McBer                          0001-6557-HYMR-PC ECI PRES 2-16
        The Competency Framework
                   Self-                                  Social
                 Awareness                              Awareness
            • Emotional Self-Awareness             • Empathy
            • Accurate Self-Assessment             • Organizational Awareness
            • Self-Confidence                      • Service Orientation




                   Self-                               Social Skills
                Management                         •   Developing Others
            •   Self-Control                       •   Leadership
            •   Trustworthiness                    •   Influence
            •   Conscientiousness                  •   Communication
            •   Adaptability                       •   Change Catalyst
            •   Achievement Orientation            •   Conflict Management
            •   Initiative                         •   Building Bonds
                                                   •   Teamwork & Collaboration



                                                                                  16
Hay/McBer                         0001-6557-HYMR-PC ECI PRES 2-16
                                                                 Self-
                                                               Awareness




        I. Self-Awareness
       The Core of Emotional Intelligence
           Emotional Self-Awareness: recognizing our
            emotions and their effects
           Accurate Self-Assessment: knowing our strengths
            and limits

           Self-Confidence: a strong sense of our self-worth
            and capabilities




                                                                           17
Hay/McBer                    0001-6557-HYMR-PC ECI PRES 2-16
        II. Self-Management                                            Self-
                                                                    Management




        Self-Regulation
           Self-Control: keeping disruptive emotions and
                 impulses under control
           Trustworthiness: maintaining standards of honesty
            and integrity
           Conscientiousness: demonstrating responsibility in managing
            oneself
           Adaptability: flexibility in adapting to changing situations or
            obstacles
        Motivation
           Achievement Orientation: the guiding drive to meet an
            internal standard of excellence
           Initiative: readiness to act

                                                                                 18
Hay/McBer                         0001-6557-HYMR-PC ECI PRES 2-16
                                                                Social
                                                              Awareness




        III. Social Awareness
           Empathy: understanding others and taking an
            active interest in their concerns
           Organizational Awareness: understanding and
            empathizing (issues, dynamics and politics) at
            the organizational level
           Service Orientation: recognizing and meeting
            customer needs




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Hay/McBer                   0001-6557-HYMR-PC ECI PRES 2-16
        IV. Social Skills                                         Social
                                                                 Capability




        Leading Others
           Developing Others: sensing others‟ development needs
            and bolstering their abilities
           Leadership: inspiring and guiding groups and people
           Influence: wielding interpersonal influence tactics
           Communication: sending clear and convincing messages
           Change Catalyst: initiating or managing change
        Working With Others
           Conflict Management: resolving disagreements
           Building Bonds: building relationships with others
           Teamwork and Collaboration: working with others toward
            shared goals
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Hay/McBer                      0001-6557-HYMR-PC ECI PRES 2-16
        EI Does Not Mean Becoming a Robot



        Emotional Intelligence does not
          mean free and uninhibited
           expression of emotion.




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Hay/McBer           0001-6557-HYMR-PC ECI PRES 2-16
             The Human Brain
  Neocortex
  The part of the brain most
  recent in evolution is
  associated with complex
  thought.


 Prefrontal Lobes
 The brain‟s executive center:
 integrates information from all
 parts of the brain and makes
 decisions to act.




   Thalamus
   Processes sensory               Amygdala
   messages (e.g., eyes and
   ears) then routes them
                                   Triggers emotional responses.                Brain Stem
                                   Typically gets signals from the              The most primitive part of the
   mainly to the neocortex.        neocortex, but a quicker and                 brain. Is associated
                                   fuzzier signal comes directly from           predominantly with automatic
                                   the thalamus. Can hijack the brain           reflexes, as well as memory
                                   when it perceives an emergency.              and learning.
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Hay/McBer                                     0001-6557-HYMR-PC ECI PRES 2-16
        Neural Re-programming
           How can you change your “default response” in
            situations that set off your amygdala highjacking?
           How do you drive and direct your personal change
            process?




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Hay/McBer                    0001-6557-HYMR-PC ECI PRES 2-16
        History of the ECI
        The ECI is based on 3 primary sources:
           Dr. Daniel Goleman‟s book, Working with
            Emotional Intelligence, 1998
           Dr. Richard Boyatzis‟ “Self-Assessment
            Questionnaire (SAQ),” 1991
           Dr. David McClelland and Hay/McBer‟s Generic
            Competency Dictionary, 1996




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Hay/McBer                   0001-6557-HYMR-PC ECI PRES 2-16
        History of the ECI
        Self-Assessment Questionnaire (SAQ):
           Developed by Dr. Richard Boyatzis of Case
            Western Reserve University in 1991
           Has reliable scales with normal distributions
           High degree of construct validity against a variety
            of measures
           Used in numerous studies, including longitudinal
            research




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Hay/McBer                    0001-6557-HYMR-PC ECI PRES 2-16
        History of the ECI
        Hay/McBer’s Generic Competency Dictionary:
           Based on over 25 years of competency research
            initiated by psychologist David McClelland
           Originally developed by Lyle and Signe Spencer
            as documented in their book Competence at
            Work, 1993
           Revised by Dr. McClelland in 1996
           Every core competency in the dictionary reliably
            differentiates performance in a variety of
            organizations

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Hay/McBer                    0001-6557-HYMR-PC ECI PRES 2-16
        History of the ECI
        Item Development:
           Expanding on the SAQ, Dr. Boyatzis and Dr.
            Goleman developed a pool of items designed to
            capture the full spectrum of emotional
            competencies
           Items were refined by a team of Hay/McBer
            consultants based on Hay/McBer‟s Generic
            Competency Dictionary
           „Developmental scaling‟ assumptions & „target
            levels‟ were determined based on expert opinion
            and prior research

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Hay/McBer                   0001-6557-HYMR-PC ECI PRES 2-16
        Research Utilizing the ECI
        ECI Researchers:
           Psychometric properties of the ECI have been and
            continue to be explored primarily by Dr. Boyatzis
            and Hay/McBer researchers
           In excess of 40 researchers from from over 14
            countries are using the ECI
           Results from completed studies will be made
            available on the EI web site




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Hay/McBer                   0001-6557-HYMR-PC ECI PRES 2-16
        Reliability
        Internal Consistency
           Are the items all measuring the same construct
               Results indicate high (.8) internal consistency for each
                competency

        Stability
           Are the results stable over time?
               The good news is “No.” EI can be developed!




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Hay/McBer                        0001-6557-HYMR-PC ECI PRES 2-16
        Validity
        Content validity
           How representative are the items of the content
            domain?
               Contain the full spectrum of emotional competencies as
                defined by Dr. Daniel Goleman

        Face validity
           Can the items be easily understood by the
            respondents?
               Reviewed by 16 Hay international competency experts
                for ease of understanding and interpretation
               Ongoing feedback from users and participants

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Hay/McBer                       0001-6557-HYMR-PC ECI PRES 2-16
        Validity
        Construct validity
           Is the ECI measuring what it was designed to?
               Based on 2 well established tools

        Criterion group validity
           Does the ECI produce high scores for groups
            predicted to be high in EI?
               Based on Generic Competency Dictionary
               Analyze ECI with outcome measures




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Hay/McBer                       0001-6557-HYMR-PC ECI PRES 2-16
            Coaching with the ECI




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Hay/McBer          0001-6557-HYMR-PC ECI PRES 2-16
        Fetzer Consortium Guidelines
        Preparation
           Assess the individual
           Assess the job
           Gauge readiness
           Deliver assessments with care
           Motivate




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Hay/McBer                    0001-6557-HYMR-PC ECI PRES 2-16
        Fetzer Consortium Guidelines
        Transformation
           Make change self-directed
           Focus the client on clear, manageable goals
           Prevent relapse
           Give performance feedback
           Encourage practice




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Hay/McBer                     0001-6557-HYMR-PC ECI PRES 2-16
        Fetzer Consortium Guidelines
        Supportive Environment
           Arrange support
           Provide models
           Be encouraging
           Reinforce change
           Evaluate




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Hay/McBer                     0001-6557-HYMR-PC ECI PRES 2-16

								
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