OWNERSHIP
INSTITUTE
BRILLIANT TALENT. FINEST CLIENTS. DYNAMIC RESULTS. DEVELOPMENT SERIES 2016-2017
Greetings to all Luckett & Farley Employee-Owners On behalf of Luckett & Farley’s Leadership Team, I’m happy to announce that we’re launching the seventh Class of the L&F Leadership Institute – sort of… We’ve seen a need to add an updated twist! Welcome to the retooled Luckett & Farley Ownership Institute! I think we can say with confidence that we’ve “institutionalized” a culture of leadership at Luckett & Farley, but we now need to go even deeper and train our employee-owners to think and act as owners. Since the graduation of the 2015 LFLI Class, we’ll have trained a critical mass of leadership talent, here at Luckett & Farley – you may recall that even our 2015 keynote speaker, Coach Denny Crum, was impressed with what we’re doing over here at L&F! With the launch of the LFOI, those results will be even better. As a company, we’re continuing to keep our eyes fixed on our strategic plan, Roadmap to 2017. Just like last year, we continue our 100% commitment to the belief that by developing an internal culture where, regardless of your title or the specific role you may play within the L&F organization, you work to strengthen the ownership, leadership and service relationship with your co-owners and clients – those moments of truth that we talk about so often. To accomplish this critical objective, we must develop an intentional attitude of ownership through, in part, developing confident leaders at all levels within L&F – leadership that’s on-board to actively, deliberately and passionately move forward to strengthen L&F by acting, thinking and speaking like owners. Your personal commitment to playing a role to improve Luckett & Farley at all levels is critical. I’ve always believed that an “ownership attitude” results authentic leadership that doesn’t wait to be asked or invited to solve a problem, but rather sees an opportunity to make a positive change and has the confidence and courage to do it – without being asked or directed to do so by somebody else! That’s thinking like an Owner! Thinking like an Owner means that through your thoughts, words and actions, you strive to set the standard not only for yourself, but others within L&F too. Whether you’re in a formal supervisory role at this particular point in time is not important. Learning to act like an Owner is setting the standard for your fellow employee-owners. I believe that by living our commitment to be the Employer of Choice, L&F will attract and retain this area’s top talent – that’s you! The future leadership of L&F is very likely already here – we’re experiencing new leadership opportunities at many different levels since re-organizing our operations and launching L&F Development this year. We’ve already shown the world that something special is happening at Luckett & Farley. We continue to work on programs to retain top talent, continue to pay above-market salaries and an innovative Bonus 40 Plan (arguably one of the most generous bonus plans in the industry), creating new business opportunities, working hard to maintain strong health benefits, and investing in technology and our people through opportunities like the Ownership Institute. Will you commit to helping us go further? As in year’s past, we’ve partnered with The Lamp Group to deliver the L&F Ownership Institute curriculum and course content. You can learn more about The Lamp Group from the bios in this brochure or at www. TheLampGroup.com. The future is very exciting for everybody at Luckett & Farley!
Edward Jerdonek, AIA, LEED AP President & CEO
OWNERSHIP INSTITUTE DEVELOPMENT SERIES
OUR MISSION:
Luckett & Farley exists to leverage our legacy of design innovation and creative use of technology to attract, develop and enrich the best employee-owners and the finest clients. We provide the most dynamic results in order to be the architecture, engineering and interior design solution provider of choice.
L&F VISION: WHERE WE ARE GOING We live the Employer of Choice Continuum. Luckett & Farley is the absolute best place to work for our employee-owners because we believe: • The best environment, culture and reward structure attracts and retains the best talent.
Best Culture Environment & Reward Structure
Greatest Earnings Most Resources
A/E
Employer of Choice Best Clients with the Best Projects
• The best talent attracts and retains the finest clients. Attracts Top Talent
• The finest clients share our values, respect our employeeowners and have the best projects. • The best projects provide the greatest opportunities for professional enrichment and financial reward. • Professional enrichment and financial reward provide a neverending continuum of success for our employee-owners and our ESOP.
OUR VALUES: WHAT WE LIVE BY COLLABORATION: We attract the best talent in the industry and foster an environment that creates mutual respect among the team. Collaboration is a catalyst for innovation. ACCOUNTABILITY: As employee-owners, we are accountable to each other. Our daily actions are moments of truth and must succeed in improving Luckett & Farley and growing our ESOP. LEADERSHIP: We empower a sub-culture of informal leadership that runs continuously in the background and is embedded in Luckett & Farley’s organizational DNA. ADAPTABILITY: The ever-changing business environment coupled with technology advances compels our employee-owners to remain flexible, embrace change and maintain their professional relevancy. INTEGRITY: Our employee-owners treat others with respect. We’re transparent, fair and professional. We embrace moments of truth by leaving those we encounter wanting more Luckett & Farley, not less. QUALITY: Our work represents Luckett & Farley’s brand. Every employee-owner is accountable to produce high quality work. An employee-owner who becomes aware of a potential quality issue is expected to make it known to the appropriate level of leadership without delay.
2016-2017 COURSE GUIDE
Value to Our ORGANIZATION As a result of going through this type of organization-wide, integrated leadership development series, the following are deliverables L&F can expect: • Enhancement & development of participant leadership skills & competencies • A forum for peer mentoring, sharing and team building • Improved working relationships at all levels within L&F • Personal practices and a common language that will support our ownership, culture and personal growth and development • Consistent understanding and execution of “The L&F Way” • Integrated, customized development series & curriculum
Value to YOU Leadership occurs on an informal and formal basis. Every effective leader starts off as a good follower. Whether you supervise others is not as important as your desire to enhance your career by developing a clear understanding of what is means to be an influencer. You will: • Understand the fundamentals of the “soft” and “hard” skills needed to drive our continued success • Develop skills to create stronger working relationships with people at all levels and roles within L&F • Network strategically and effectively • Better manage yourself, team members and processes for more effective results. • Learn methods for developing trust among peers and clients • Develop the skills to make L&F a better place for everyone
OWNERSHIP INSTITUTE DEVELOPMENT SERIES
Service Project Good work gets more good work – it’s our mantra and what our culture at Luckett & Farley is built around. In this sense, we also believe that good work also gets more good work. At Luckett & Farley we understand the power of doing purposeful work that positively engages and impacts our community is paramount to our continued success. As Owners, we know the payback comes in a multitude of ways and that our return on this investment is measurable in: • Providing service to others • Increasing the visibility of Luckett & Farley in the community • Positioning Luckett & Farley as trusted advisors for the communities in which we engage • Strengthening leadership skills with in Luckett & Farley by providing a real life opportunity to work as part of a team It is also, simply – the right thing to do. Therefore, all LFOI participants are expected to work on (and donate their own time to) a group service project during the year that positively impacts our community. This project will become your moment of truth so dream big and make a difference.
2016 Class Service Project The 2016 class chose to work with ZeroLandfill Louisville to help eliminate landfill waste in Kentucky, while at the same time supporting area artists and teachers. By partnering with ZeroLandfill, the class was able to reduce waste by “Pollinating, Cultivating and Harvesting”; ZeroLandfill’s three step process to up-cycling reusable “waste”. Predominantly compiled of architects, engineers and interior designers, ZeroLandfill knows just how many vendor samples are given out each year. These samples range from carpet and tile samples to glass and fabric materials, and everything in between. The class donated its time to collecting (Pollinating), sorting (Cultivating), and giving away (Harvesting) these materials, to local artists who can find cool new uses for the materials. Since 2006, ZeroLandfill has helped keep over 1,000,000 pounds of waste out of landfills, across the country. Luckett & Farley is proud to have partnered with this organization and gets great joy out of, not only helping eliminate waste, but using the materials to help spread beauty around our community.
2016-2017 COURSE GUIDE
Typical Class Schedule 7:45 A.M.
8:00 AM – 12:30 PM
Gathering & breakfast
Class meeting in DX Murphy Room Classes will begin promptly at 8:00. Please plan accordingly.
8AM
9AM
10AM
11AM
12PM
Curriculum Session 1: FRIDAY, OCTOBER 14
Think Like an Owner: Series Kickoff Guest Speaker: Ed Jerdonek
At Luckett & Farley, we believe that our employee-owners are at the root of our success. This isn’t just a feel good slogan, it’s most clearly demonstrated in our longstanding commitment to our Employer of Choice Continuum. Compelling research and decades of experience show that employee-ownership is a powerful tool means to improve corporate performance, but only when paired with what we call an “ownership culture.” So what does it mean to Think Like an Owner? The rewards of employee-ownership are far greater than the more traditional “hired help” employment, but the performance expectations for each individual are greater, too. This session will provide the framework for an understanding of both ownership and leadership behaviors that will serve as the basis for this series and, most importantly, are critical for the success in any professional services firm.
Session 2: FRIDAY, NOVEMBER 4
The Other Intelligence: Emotional Intelligence This session will explore the research and findings that support the fact that ‘soft’ skills matter even more for success in ‘hard fields’, in terms of leadership effectiveness and development. The good news is that, unlike an individual’s IQ, EQ can be developed/honed over time – with emphasis on assessment and personal development, planning and growth. Furthermore, the difference between those at high and low ends of the emotional intelligence scale is very large, and being at the top confers a major competitive advantage. Participants will complete a EQ self-assessment and spend time creating a Personal Development Plan to focus on their personal EQ strengths and areas of growth.
OWNERSHIP INSTITUTE DEVELOPMENT SERIES
“My favorite part of the Institute was building camaraderie with my colleagues while developing skills outside the typical day-to-day needs.” David Underwood Mechanical Engineer
Session 3: FRIDAY, NOVEMBER 18
Collaboration & Trust Trust is the Foundation for Teamwork, Relationships, and Results. Successful organizations thrive because they understand that the results they want to achieve can only be accomplished through the collective effort of everyone. Trust forms the foundation for fostering a truly collaborative environment. It is the essential linkage between a team’s ability to constructively work through conflict, to gain the required commitment and accountability, and to achieve remarkable results. Participants will learn the key behaviors associated with high-trust leaders and will also learn that leadership is a relationship, without which the organization’s desired objectives are unlikely to be met nor sustained.
Session 4: FRIDAY, DECEMBER 2
Essentials: Aligning Vision, Values & Culture
Guest Speaker: Aric Andrew
Best Culture Environment & Reward Structure
Greatest Earnings Most Resources
A/E
Employer of Choice Best Clients with the Best Projects
Attracts Top Talent
Leadership is crucial to sustaining a culture of organizational excellence. We will explore proven leadership competencies and practices, and participants will identify personal strengths and challenges for each competency. We will also discuss the importance of creating a shared vision, challenging the process, and aligning their personal values with those of Luckett & Farley. Change occurs when everyone within the organization is aligned, understands what is most important, and knows what they need to do to help accomplish organizational goals. Participants will explore how they are essential to enhancing and sustaining the Ownership Culture at Luckett & Farley.
2016-2017 COURSE GUIDE
Session 5: FRIDAY, DECEMBER 16
Building Strategic Relationships Guest Speaker: Greg Buccola
This session will illustrate how strategic networking and developing strong stakeholder relationships are critical for both personal and organizational success. Every successful business person enjoys a strong professional network, but these aren’t built overnight! Networking isn’t just for marketing or business development; it’s critical for your professional development and is a required behavior in order to Think Like an Owner. A successful professional without a strong network doesn’t exist! Want to be successful? Then building a professional network is a mission-critical step! We know that opportunities and organizational success in the A/E/I environment do not happen purely by chance; rather, they depend on one’s ability to build relationships and work well with others – it all starts with learning how to recognize your Moment of Truth.
Session 6: FRIDAY, JANUARY 13
The Business of Our Business: Financial Literacy Guest Speaker: Jarred Cook
To truly Think Like an Owner, one has to understand the business of our business. Sadly, most university architectural, engineering and interior design programs give little attention to the business issues surrounding the typical professional services firm. As a result, most design professionals work each day not really understanding how their business works. In this session you’ll gain a much better understanding of how we make money, how we manage risk, and what our key financial performance metrics are. Design professionals who have an understanding of these items are worth their weight in gold to an organization! At the conclusion of this session, you won’t be a CPA, but you will have exposure to basic financial acumen such as critical numbers, strategies for making money, who our customers are, and most importantly, how your day-to-day behaviors affect these performance results.
“The program helps you focus and think about things that you ordinarily might take for granted. By having a set period of time to devote to thinking about visions and values and all the different aspects of what leadership really means, a lot of insight was gained. “ Kelley Parker Senior Landscape Architect
OWNERSHIP INSTITUTE DEVELOPMENT SERIES
Session 7: FRIDAY, JANUARY 27
Growing & Developing People The pre-requisite to organizational improvement is the growth and improvement of associates at all levels. Developing and retaining talent is essential to the long-term success of both individual employees and the organization. Personal development and growth doesn’t just happen. Participants will gain knowledge of the importance of many factors that drive performance, such as coaching, engagement, motivation, mastery, autonomy and purpose. In addition, participants will learn the importance in understanding how generational differences in the workplace affect performance. At L&F, we believe that if we attract, retain and grow the BEST A/E/I talent, we will attract the BEST clients and the BEST clients will allow us to provide the very BEST reward structure that will continue to attract and retain our BEST talent. We use our Employer of Choice Continuum to frame all management and strategic decisions because it helps to ensure we are attaining and retaining the best. This strategic initiative has been critical to achieving our firm’s positive financial results and growth.
“I enjoyed the fact that Luckett & Farley was providing me with the tools to maximize my contribution to the growth of the company. It was enlightening to be exposed to business strategies and goals that are behind running a successful firm.” Jackie Saffel Senior Interior Designer
Session 8: FRIDAY, FEBRUARY 10
Mastering Conflict & Engaging in Crucial, Candid Conversations This session explores why effective communication skills are a critical success factor for leaders and influencers at all levels of the organization. We will focus on enhancing participants’ interpersonal skills to engage in and effectively have those tough candid, critical or crucial conversations that we all dread. Participants learn ways to improve both their personal and team performance by learning how to create an environment that is conducive to dialogue by effectively mining for conflict and creating a culture of candor and will practice specific communication skills and strategies that will result in more effective, candid communication that will increase both their personal and professional effectiveness.
2016-2017 COURSE GUIDE
Session 9: FRIDAY, FEBRUARY 24
Facilitation 1. 2. 4. 3.
This session will introduce techniques for improving group performance in collaborative tasks and will explore specific facilitation techniques to keep groups on track and provide productive conversations and meetings. Participants will learn the fundamentals of facilitation and will apply these fundamentals to real L&F situations throughout the session. Techniques covered will include preventions and interventions for disruptive behaviors, decision-making options and a core meeting management process.
Session 10: FRIDAY,MARCH 10
Systems Thinking & Wrap Up Successful organizations can only achieve and maintain competitive advantage through breaking down traditional mindsets/perspectives and working together toward common objectives. Most find it easier to stick with the reality they’ve already defined and operate only from that perspective; competitive advantage lies in our ability to learn from changing realities and respond quickly. This session introduces participants to the basics of systems thinking. Participants will learn the value of understanding multiple perspectives and how where you stand depends on where you sit. The ability to see situations and decisions from more than one perspective is experienced and how often the biggest limitations we face are those we impose on ourselves. Participants will also spend time developing a Personal Leadership Development Plan.
“The Program helped me to realize that leadership is not a matter of title or position, but an attitude that aims to achieve excellence, inspire others and challenge the status quo. This class is a must for anyone looking to deepen their professional development!” Keri Cochran Human Resources Coordinator
OWNERSHIP INSTITUTE DEVELOPMENT SERIES
The LAMP Group is a professional development consultancy that specializes in creating, facilitating and delivering customized leadership and professional development programs. We work with organizations to present engaging and learning-based sessions that are individualized and results-oriented. We believe strongly that our work should reflect the needs of our clients and we succeed in doing this by working directly with our clients to develop sessions/series that deliver results. The LAMP Group partners with our clients to maximize both their organizational development efforts and the professional and personal development needs of their people. We are dedicated to educating people in an experiential, interactive environment with expert facilitation and personalized professional development activities.
As a Partner of The LAMP Group, Paul has more than 20 years of international consulting experience assisting organizations in learning and applying systemic thinking, executive leadership & decision-making, Lean and continuous improvement, and project managtement. Paul is also Professor of Operations & Supply Management at Indiana University Southeast Ph.D., where his interactive and practical teaching style has CFPIM, CSCP, Jonah earned him numerous teaching honors including Indiana University’s System-wide Distinguished Teaching Award. His diverse clients include a variety of manufacturing and service organizations such as healthcare, building products, insurance and financial, energy production and distribution, and engineering design/build.
INSTRUCTOR
Paul Pittman,
INSTRUCTOR
As a Partner of The LAMP Group, Don’s passion and focus is on leveraging his diverse knowledge and industry experiences in business, MIS, management, and leadership by developing and delivering management and leadership development programs to businesses.
Don Kalmey , Ph.D.
Don has 18 years of industry experience during which time he held numerous management and leadership positions primarily involved in implementing information systems. Don was a member of the senior management team responsible for establishing a corporate data center whose overall management objective was to create an organization and culture that focused on delivering results, on continually increasing its individual and collective competences and capacity, and on becoming a learning organization. In addition, Don has taught in the university environment teaching graduate courses and delivering management development programs to industry. Don holds his Ph.D. in Computer & Information Science from The Ohio State University.
INSTRUCTOR
Maria Paris
Maria is a Professional Development Facilitator with the LAMP Group. For over 25 years, Maria has been an active IT trainer, Facilitator and Project Manager. She has developed and taught management, leadership, and communication programs. Maria currently spends most of her time facilitating sessions pertaining to building trust, having difficult conversation and developing leadership skills. Maria has earned her Project Management Professional (PMP) certification.
2016-2017 COURSE GUIDE
Participant Expectations yyAll pre-work will be completed prior to the session. Show up prepared! yyParticipants will engage other participants and their Discipline Manager, relative to the content. yyParticipants will actively seek opportunities to share what they are learning with others. yyParticipants will experiment and take risks with the content to extend the learning between (and beyond) the sessions. The company expects this of all LFOI participants. yyParticipants will use the L&F Ownership Institute as a springboard for their own self-development. Please note: Each of the sessions detailed in this brochure will include pre-read materials and will be delivered using highly interactive group discussions, real applications & problem solving and outside work to assure participants put into practice what they have learned in the integrated sessions. We will employ a variety of learning and delivery methods appropriate to the learning objectives of each session including videos, participant workbooks, self-assessment instruments and individual and group exercises. Additionally, our design will integrate the content across the various modules so that participants understand how what they are learning relates to the other sessions within the curriculum.
Application and Selection Process Complete the L&F Ownership Institute Application The application for the L&F Ownership Institute can be found on the L&F Intranet (intranet.luckett-farley.com) as an interactive PDF form where you can fill in your answers and submit electronically. Applications should be submitted to Susan Pittman. The process is fast and easy – just provide the following information: • Your name and why do you want to participate in the program? • What are your expectations of the program? • What other leadership development or professional associations are you or have you been involved with? • Manager’s support for your participation • Your commitment to having reviewed the
scheduled class dates and times and being available to participate in every session. There are no makeup opportunities for the courses so attending every course is important. There will be assignments before each class. • The class size is limited to 10-12 participants. Our hope is that internal interest will exceed availability so as to create demand for the L&F Ownership Institute in subsequent “academic years”
Applications are due by Noon Friday, September 9, 2016. Applicant reviews will take place September 12 - 19, 2016. The class of 2016 selections will be announced Friday, September 23, 2016
737 South Third Street Louisville, KY 40202 www.luckett-farley.com