Over-supervising or under-supervising —that is, giving people too much or too little direction—has a negative impact on people's development. That's why it's so important to match leadership style to development level. This matching strategy is the essence of Situational Leadership®, a leadership model originally created by Ken Blanchard and Paul Hersey at Ohio University in 1968. The revised model, Situational Leadership® II, has endured as an effective approach to managing and motivating people because it opens up communication and fosters a partnership between the leader and the people that the leader supports and depends upon.
The Situational Leadership®II Model
Situational Leadership®II (SLII®) is based on the beliefs that you should tailor leadership style to the situation. There are four basic development levels in the Situational Leadership®II Model: Enthusiastic Beginner, Disillusioned Learner, Capable but Cautious Performer, and Self-Reliant Achiever.
Can you remember when you first started to learn to ride a bicycle? You were so excited sometimes that you couldn't even sleep at night, even though you didn't have a clue how to actually ride a bike. You were a classic Enthusiastic Beginner who needed direction.
Remember the first time you took a fall on your bike? As you were picking yourself up off the pavement, you might have wondered why you decided to learn to ride in the first place and whether you would ever really master it. Now you had reached the Disillusioned Learner stage, and you needed coaching.
Once you were able to ride your bike with your dad cheering you on, that confidence probably became shaky the first time you decided to take your bike out for a spin without your cheerleader and supporter close at hand. At this point, you were a Capable but Cautious Performer in need of support.
Finally, you reached the stage where your bicycle seemed to be a part of you. You could ride it without even thinking about it. You were truly a Self-Reliant Achiever, and your parents could delegate to you the job of having fun on your bike.
Matching Leadership Style to Development Level
Suppose you have recently hired a 22-year-old salesperson. There are three key responsibilities required of an effective salesperson besides selling: service, administration, and team contribution.
Having worked in the hotel industry during the summer, your new salesperson seems to have good experience in service. Since he was the treasurer of his fraternity and captain of his college soccer team, it looks like he also has some experience in administration and team contribution. As a result, your initial training focus with him will be in the sales part of his job, where he is an Enthusiastic Beginner.
In this area, he is enthusiastic and ready to learn, despite his lack of skills. Because of his high commitment to becoming a good salesperson, he is curious, hopeful, optimistic, and excited. In this area of his job, a Directing leadership style is appropriate. You teach your new hire everything about the sales process, from making a sales call to closing the sale. You take him on sales calls with you so that you can show him how the sales process works and what a good job looks like. Then, you lay out a step-by-step plan for his self-development as a salesperson.
In other words, you not only pass out the test, but you also are involved in teaching him the answers. You provide specific direction and closely supervise his sales performance, planning and prioritizing what has to be accomplished for him to be successful. Teaching and showing him what experienced salespeople do—and letting him practice in low-risk sales situations—is the appropriate approach for this Enthusiastic Beginner.
Disillusioned Learners Need a Coaching Style
Now, suppose that your new hire has a few weeks of sales training under his belt. He understands the basics of selling but is finding it harder to master than he
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