Continuing our series on performance management, we turn our spotlight to The Advisor. Like the Analytic (and all other personality groups), Advisors have specific behavioral traits and preferences that are the most comfortable for them. While they can show any behavior necessary to do a job for a short time, the core traits of the Advisor personality group require the least stretch. This is where the similarities between the Analytic and the Advisor end. In almost every other way, these two personality groups are polar opposites.
The Advisor has tall Omnia columns 2, 3, 6 and 7. Translated into English, this means members of this group tend to be risk avoidant, outgoing, systematic and autonomous. They love to be around people, and they can almost always make time to interact with coworkers, customers, management, vendors and most people they see. As extroverts, they get their energy from these interactions, and they want to help pretty much everyone they meet, which is where the title Advisor comes from. This personality type solves problems by talking things through, thinking outside the box and using creativity. They are more focused on the big picture than details. They make excellent coaches, trainers, counselors and, you guessed it, advisors.
Advisors are one of the few groups with some built-in conflict among their own columns. Unless addressed through specific training and management techniques, this conflict can create some interference regarding their own contentment in a role as well as posing some performance challenges.
Conflict: Advisors are people pleasers (column 2) who want freedom (column 7). Advisors don’t like to make waves, but they can bristle at having their every move orchestrated. What happens when a manager gives them specific, step-by-step instructions to follow? Advisors could feel contradicting needs to be trusted to innovate and to avoid a confrontation. Depending on whether the need to please or the need for autonomy is stronger, this problem could play out in a couple of ways.
Possibility 1. The Advisor does things as told, feels stifled and unhappy, and eventually becomes disengaged.
Possibility 2. The Advisor says she will do things as told, but then does what she wants and hopes it’s not that big of a deal in the long run. This person’s mantra may be “Ask forgiveness not permission.”
Another potential challenge area involves the combination of persistence (column 6) and independence (column 7). Once Advisors figure out how they’re going to do something, they can and will do it just that way forever. People with a combo of columns 6 and 7 are dogged in their attachment to their systems and routines. You could even call them stubborn. They need time. Time to plan and prepare and time to get used to new ideas. But they also need to understand when pivoting to new processes is nonnegotiable.
Now for the good news: These conflicts are manageable using the following steps, and they are worth managing, because with a contented Advisor who uses effective routines, you are likely to have a loyal, empathetic, diligent employee who can patiently develop beneficial relationships for your company and put customers, coworkers and outside contacts at ease.
Onboarding and Training
The best training for Advisors is informal and interactive with a schedule they can review in advance. When possible, make sure there is extra time in each training segment in case it runs long due to expanded discussions of topics. Advisors are comfortable shadowing people so they can see duties in action and ask questions.
During training, make any critical procedures clear and reiterate the need to follow them. But consider allowing opportunities for innovation and creativity. For example: the format of a client call may be set in stone but the way the Advisor delivers the information has some wiggle room.
Highlight standards for accuracy, compliance and timeliness during training, and make sure the Advisor knows he will be accountable for meeting those standards.
Coaching and Mentoring
Above all, Advisors need people contact. Make sure whatever position they are undertaking has some regular and appropriate interactive elements to it. If the work itself tends to be solitary and isolating, consider offering the Advisor a chance to take part in meetings, group projects, networking events or phone calls. Being able to factor in “people breaks” during the day will help with overall motivation.
Meet with them to devise plans for limiting distractions and mitigating errors in their results. Working in solitude and focusing on details are not strengths for Advisors but solving problems creatively and building work systems are. By collaborating on quality assurance strategies, you can engage them in planning for their own successes.
Whenever possible, ease them into changes. If you need them to do things differently, provide advance warning and regular reminders of an upcoming change. Offer reassurance, since change can be upsetting, and encourage them to verbalize concerns as well as a plan for incorporating the new process or responsibility.
Check in periodically to make sure everything is being done as expected. Compliment efforts and successes publicly and frequently. Advisors are motivated by praise and like knowing they are appreciated and helping the team.
Performance Reviews and Progressive Discipline
Personality data is a great way to facilitate performance discussions. Here are some general tips for management to consider when reviewing the performance of an Advisor: Set performance reviews at regular, predictable intervals. Seeing a performance review on the calendar helps the Advisor plan and prepare and offers a reminder to be as conscientious as possible. If you need the Advisor to do something differently, be highly specific about what and how; make sure there is no room for misinterpretation. Also outline the consequences of not following through. Set follow up meetings to verify improvements are being made, and make sure consequences are carried out if necessary. But praise improvements whenever you see them.
To summarize, here are some tips for training and managing the Advisor:
- Make training interactive and informal.
- Offer opportunities to build relationships and connect with others.
- Outline specific procedures that need to be followed but allow for innovation in appropriate areas.
- Make quality and timeliness standards clear and hold them accountable for meeting them.
- Solicit input from the advisor about how they plan to meet goals and standards.
- Give advance notice of changes.
- Set performance reviews at regular, predictable times.
- Praise successes frequently and publicly.
