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Using the IDI to Reveal
Motivation and Unlock
Potential
Tools of the Trade
A Brief Introduction
Tricia Naddaff, MS
President, MRG
Maria Brown, Ph.D.
Head of Research, MRG
Drew Rand, Ph.D.
Consulting Psychologist, MRG
Our Agenda for Today
1. Introducing the IDI
– History, Description and Psychometrics
2. Using the IDI to help clients gain new self-insight
– Using the IDI in Coaching
– Using the IDI with Teams
– Using the IDI for Leadership Development
[Footer text to come] Page No 4
Introducing the IDI
History, Description and Psychometrics
History of the IDI
More than
50,000
taken
Used in
100+
countries
Created in
1987
Individual Directions Inventory:
What is it telling us?
Measuring what situations and behaviors are most
emotionally satisfying to the individual.
Question prompts:
I feel best when…
I am most proud of…
I gain the greatest pleasure from…
I feel most fulfilled when…
Individual Directions Inventory™
Designed to reveal:
• What gives an individual emotional
energy
• Where an individual may lose energy or
feel drained
• Energy patterns that reinforce each other
• Energy patterns that may be in conflict
with each other
[Footer text to come] Page No 9
Using &
Interpreting
the IDI
Affiliating
• Giving
• Receiving
• Belonging
• Expressing
Challenging
• Maneuvering
• Winning
• Controlling
What does the IDI measure?
Perceiving
• Creating
• Interpreting
Mastering
• Excelling
• Enduring
• Structuring
Attracting
• Gaining Stature
• Entertaining
Maintaining
• Stability
• Independence
• Irreproachability
How is the IDI used?
On its own to dive deep into what drives the
individual.
As a complement to other instruments to get
to the why behind the results.
Specific Projects
Candidate
Selection
Individual
Development
Executive
Transition
Job
Fatigue
Organizational
Change
New
Opportunity
Team
Dynamics
Position
Fit
What does the IDI measure?
The Five Components of the IDI Report
1. Feedback on the 17 IDI variables
2. Narrative interpretation of the strongest directions
3. Narrative interpretation of the lowest directions
4. Exercises to explore insights
5. Deciding where to go from here
They represent the level of emotional energy.
Therefore:
High scores are not good.
Low scores are not bad.
What do IDI results mean?
“ We have used the IDI around the globe, on nearly every
continent.
No matter the country or the circumstances, this assessment
has led to some of the most fundamental and
important moments of discovery in people’s lives.”
— DR. FEENA MAY, DBA, PHD, HEAD OF LEARNING & DEVELOPMENT
INTERNATIONAL COMMITTEE OF THE RED CROSS, GENEVA, SWITZERLAND
[Footer text to come] Page No 16
Psychometrics,
Testing and
Validation
Anchored Rating Scale
Least
like me
Not
much
like me
Neutral Fairly
like me
Most
like me
In supervising
people, I am:
1. Tactful 1 2 3 4 5
2. Demanding 1 2 3 4 5
3. Easy to please 1 2 3 4 5
Ipsative (forced-choice)
Rank order the following statements by
indicating which is most like you, next
closest to you, and least like you
In supervising
people, I am:
Rank Order
1. Tactful most
2. Demanding least
3. Easy to please next
Traditional Questionnaire Formats
Potential issues:
• Response sets
• Social desirability responding
Potential issues:
• Shows relative order but
not magnitude
• Difficult to compare
individuals
In supervising people, I am: MOST NEXT
1. Tactful 5 4 3 2
2. Demanding 5 4 3 2
3. Easy to please 5 4 3 2
The IDI’s semi-ipsative format
Why a semi-ipsative format:
• Reduced rater bias
• Allow comparisons within the individual and with the norm group
• Reliable and valid
Normed Scoring
Our research has demonstrated that geographic and
gender differences in motivation are much more
pronounced than other differences.
17
Norms specific
to 17 countries
& regions
7
Gender norms
available in 7 of
the regions
5
Norms updated
every 5 years
Psychometrics
Low interscale correlations
Mean absolute correlation = 0.16, SD = 0.11
Test-retest reliability
Median r = 0.82 (Pearson Product-Moment Correlations)
Content
Validity
Criterion
Validity
Construct
Validity
[Footer text to come] Page No 21
Using the IDI
Helping clients gain new self-insight
Using the IDI – Case Studies & Exercise
1. Coaching
– Coaching with the IDI within an
organizational development program
2. Teams
– Applying the IDI to Team Development
Engagements
– IDI Exercise
3. Leadership Development
– Combining the IDI with a leadership
behavioral assessment
[Footer text to come] Page No 23
Case Study:
Coaching
Using the IDI
People have stopped checking
their personalities at the door
when they come to work.
They want to be acknowledged
for their whole self – not their
work self.
The Case
The Client
• International Committee for the Red Cross
• Working with personnel at all levels of leadership
The Challenge
• Assist with the development of a multi-year, multi-module
leadership development program
• Utilize an assessment tool that deepens awareness,
supports coaching, and is applicable across immensely
diverse population
The Goals
• Develop self-awareness and strengthen leadership skills
• Through assessment and coaching, support participants in
the beginning of their leadership development journey
The Tool: the IDI
The Intervention
Participants complete IDI
Feedback session with coach
Face-to-Face development week
Follow-up session with coach
If participant continues their
development journey, they do so
with the same coach
The Work
We had a diverse group on multiple
fronts: nationality, leadership experience,
tenure within ICRC, exposure to
assessment, coaching, and leadership
development.
Bring awareness to what’s
motivating them
Understand how this impacts
their leadership approach
Support them through the
beginning phases of their
leadership development journey
The Work
In what ways am I behaving
that are consistent with my IDI?
In what ways am I behaving
that are inconsistent with my
IDI?
Which IDI variables do I want
to understand and explore more
fully?
The Results
Participation
ICRC’s response
What’s changed
What have we learned
Additional Findings
“To see my life from a different
angle…
this journey has had a positive
impact on my personal behavior and
working relationships.”
[Footer text to come] Page No 32
Developing
Teams
Using the IDI
One of the most difficult aspects of working
in a team is not knowing how others prefer
to work or are motivated.
Sure, we can listen and observe, and from
this surmise what people prefer most…
….but what if we really knew what was
“under the hood” for those we worked
closely with? How might that influence how
we work with them?
Summary of the IDI Team Report Content
Personal Motivation and Biases
Team Motivation and Biases
Team IDI Themes (up to 8 out of 20)
Overall Action Planning
Trying the IDI on for Size
Please answer the question for each of the directions we’ll describe in just
a moment using the following scale:
How emotionally satisfying is it for you to / how much energy do you
get from ….
I gain a lot of energy/satisfaction
I gain a moderate amount of energy/satisfaction
I gain a small amount of energy/satisfaction
IDI Predictions for…
Belonging
Being accepted by a group, feeling connected to a team, being a good
team member, having close friendly colleagues
Independence
Being free from outside interference, highly self-sufficient, self-reliant,
having lots of freedom, doing things your own way
Enduring
Being persistent, determined, showing endurance and courage, being
strong-willed, demonstrating stamina and strength, will power, inner
toughness
A Sample Result…
“I looked at ‘us’ from a whole new
perspective, with greater appreciation for
our differences.”
[Footer text to come] Page No 39
Case Study:
Leadership
Development
Using the IDI with Behavioral
Assessments
Interpreting motivational drivers
alongside behavioral indicators can be
a powerful combination.
Where is there alignment? Where is
there not? And how is it all playing
out? These questions can significantly
aid understanding and development.
The Case
The Client
• Large Insurance Carrier
• Territory Enrollment Manager
The Challenge
• Dissatisfied with work and approaching burnout
• Felt unappreciated and not valued
The Goals
• Determine if she should attempt to salvage current situation
or move on
• Provide unbiased opinion on current situation and help
understand underlying motivations and perceptions
The Tools: IDI with LEA 360™
The Intervention
Participant self-selected into
coaching
She completed IDI and the LEA.
Had her observers complete
LEA as well
Individual feedback delivered to
participant
6-month coaching engagement
Less Energy for:
• Supporting others
• Striving to achieve and excel
• Recognizing and capitalizing on
opportunity
• Having authority, being in charge, and
demonstrating influence
More Energy for:
• Being part of a team or group
• Intellectual stimulation, both creative and
analytical
• Organization, process, and efficiency
• Free of outside interference
• Doing things the “right way”
LEA 360™ Highlights
• Strong agreement across self and observer
perceptions
Demonstrating Less:
• “Playing nice with others” behaviors
Demonstrating More:
• Knowledge-based and strategic behaviors
• Willingness to make a decision
• Structure and process behaviors
• Command and control behaviors
IDI SCORES:
WHAT’S DRIVING HER?
LEA 360™ SCORES:
WHAT IS SHE DOING?
Connecting
Motivation & Behavior
Has a strong desire to be a part
of the team, experience
camaraderie, and make
personal connections
Is not demonstrating any
behaviors that are conducive
to this, therefore not being
perceived as someone who
wants to get along well with
others
IDI:
DRIVING
LEA:
DOING
Connecting
Motivation & Behavior
Has little desire to be in charge
of others, be in a position of
influence and power, or tell
others what to do
Demonstrates strong
command and control
managerial behaviors
IDI:
DRIVING
LEA:
DOING
Connecting
Motivation & Behavior
Has a preference for process,
procedure, and doing things
the “way they should be done.”
Doesn’t appreciate the “art of
the sale.”
Works in an environment
where rules get bent all the
time to make the sale (e.g.,
promises are made to client
that can’t be delivered upon)
IDI:
DRIVING
LEA:
DOING
The Results
Adding motivation brought behavioral
conversation to a deeper level and provided
significant insight
Looking at both revealed some critical
misalignments that explained some of the deep
dissatisfaction she was feeling.
Helped her process how she was feeling and aided
in her decision-making moving forward (i.e., she
knew what she was contending with)
“Is it me or is it them?”
Decided to stay in her current position
Arrived at a place of recognition and
greater sense of own value
[Footer text to come] Page No 49
Concluding Thoughts
We’ve really just scratched the surface.
If you want to dive deeper...
take the IDI for free.
 Chat with any member of the MRG
team here at SCP/SPIM.
 Visit connect.mrg.com/IDI.
If you want to dive even deeper...
get certified in the IDI at a special rate.
 Special rate for SCP & SPIM
members and attendees.
 Classes held online throughout the
year. Talk to us or visit
MRG.com/calendar for details.
[Footer text to come] Page No 53
Thank you.
Stay in touch.
clientservices@mrg.com

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Using the IDI to Reveal Motivation and Unlock Potential

  • 1. Using the IDI to Reveal Motivation and Unlock Potential Tools of the Trade
  • 2. A Brief Introduction Tricia Naddaff, MS President, MRG Maria Brown, Ph.D. Head of Research, MRG Drew Rand, Ph.D. Consulting Psychologist, MRG
  • 3. Our Agenda for Today 1. Introducing the IDI – History, Description and Psychometrics 2. Using the IDI to help clients gain new self-insight – Using the IDI in Coaching – Using the IDI with Teams – Using the IDI for Leadership Development
  • 4. [Footer text to come] Page No 4 Introducing the IDI History, Description and Psychometrics
  • 5.
  • 6. History of the IDI More than 50,000 taken Used in 100+ countries Created in 1987
  • 7. Individual Directions Inventory: What is it telling us? Measuring what situations and behaviors are most emotionally satisfying to the individual. Question prompts: I feel best when… I am most proud of… I gain the greatest pleasure from… I feel most fulfilled when…
  • 8. Individual Directions Inventory™ Designed to reveal: • What gives an individual emotional energy • Where an individual may lose energy or feel drained • Energy patterns that reinforce each other • Energy patterns that may be in conflict with each other
  • 9. [Footer text to come] Page No 9 Using & Interpreting the IDI
  • 10. Affiliating • Giving • Receiving • Belonging • Expressing Challenging • Maneuvering • Winning • Controlling What does the IDI measure? Perceiving • Creating • Interpreting Mastering • Excelling • Enduring • Structuring Attracting • Gaining Stature • Entertaining Maintaining • Stability • Independence • Irreproachability
  • 11. How is the IDI used? On its own to dive deep into what drives the individual. As a complement to other instruments to get to the why behind the results.
  • 13. What does the IDI measure? The Five Components of the IDI Report 1. Feedback on the 17 IDI variables 2. Narrative interpretation of the strongest directions 3. Narrative interpretation of the lowest directions 4. Exercises to explore insights 5. Deciding where to go from here
  • 14. They represent the level of emotional energy. Therefore: High scores are not good. Low scores are not bad. What do IDI results mean?
  • 15. “ We have used the IDI around the globe, on nearly every continent. No matter the country or the circumstances, this assessment has led to some of the most fundamental and important moments of discovery in people’s lives.” — DR. FEENA MAY, DBA, PHD, HEAD OF LEARNING & DEVELOPMENT INTERNATIONAL COMMITTEE OF THE RED CROSS, GENEVA, SWITZERLAND
  • 16. [Footer text to come] Page No 16 Psychometrics, Testing and Validation
  • 17. Anchored Rating Scale Least like me Not much like me Neutral Fairly like me Most like me In supervising people, I am: 1. Tactful 1 2 3 4 5 2. Demanding 1 2 3 4 5 3. Easy to please 1 2 3 4 5 Ipsative (forced-choice) Rank order the following statements by indicating which is most like you, next closest to you, and least like you In supervising people, I am: Rank Order 1. Tactful most 2. Demanding least 3. Easy to please next Traditional Questionnaire Formats Potential issues: • Response sets • Social desirability responding Potential issues: • Shows relative order but not magnitude • Difficult to compare individuals
  • 18. In supervising people, I am: MOST NEXT 1. Tactful 5 4 3 2 2. Demanding 5 4 3 2 3. Easy to please 5 4 3 2 The IDI’s semi-ipsative format Why a semi-ipsative format: • Reduced rater bias • Allow comparisons within the individual and with the norm group • Reliable and valid
  • 19. Normed Scoring Our research has demonstrated that geographic and gender differences in motivation are much more pronounced than other differences. 17 Norms specific to 17 countries & regions 7 Gender norms available in 7 of the regions 5 Norms updated every 5 years
  • 20. Psychometrics Low interscale correlations Mean absolute correlation = 0.16, SD = 0.11 Test-retest reliability Median r = 0.82 (Pearson Product-Moment Correlations) Content Validity Criterion Validity Construct Validity
  • 21. [Footer text to come] Page No 21 Using the IDI Helping clients gain new self-insight
  • 22. Using the IDI – Case Studies & Exercise 1. Coaching – Coaching with the IDI within an organizational development program 2. Teams – Applying the IDI to Team Development Engagements – IDI Exercise 3. Leadership Development – Combining the IDI with a leadership behavioral assessment
  • 23. [Footer text to come] Page No 23 Case Study: Coaching Using the IDI
  • 24. People have stopped checking their personalities at the door when they come to work. They want to be acknowledged for their whole self – not their work self.
  • 25. The Case The Client • International Committee for the Red Cross • Working with personnel at all levels of leadership The Challenge • Assist with the development of a multi-year, multi-module leadership development program • Utilize an assessment tool that deepens awareness, supports coaching, and is applicable across immensely diverse population The Goals • Develop self-awareness and strengthen leadership skills • Through assessment and coaching, support participants in the beginning of their leadership development journey The Tool: the IDI
  • 26. The Intervention Participants complete IDI Feedback session with coach Face-to-Face development week Follow-up session with coach If participant continues their development journey, they do so with the same coach
  • 27. The Work We had a diverse group on multiple fronts: nationality, leadership experience, tenure within ICRC, exposure to assessment, coaching, and leadership development. Bring awareness to what’s motivating them Understand how this impacts their leadership approach Support them through the beginning phases of their leadership development journey
  • 28. The Work In what ways am I behaving that are consistent with my IDI? In what ways am I behaving that are inconsistent with my IDI? Which IDI variables do I want to understand and explore more fully?
  • 31. “To see my life from a different angle… this journey has had a positive impact on my personal behavior and working relationships.”
  • 32. [Footer text to come] Page No 32 Developing Teams Using the IDI
  • 33. One of the most difficult aspects of working in a team is not knowing how others prefer to work or are motivated. Sure, we can listen and observe, and from this surmise what people prefer most… ….but what if we really knew what was “under the hood” for those we worked closely with? How might that influence how we work with them?
  • 34. Summary of the IDI Team Report Content Personal Motivation and Biases Team Motivation and Biases Team IDI Themes (up to 8 out of 20) Overall Action Planning
  • 35. Trying the IDI on for Size Please answer the question for each of the directions we’ll describe in just a moment using the following scale: How emotionally satisfying is it for you to / how much energy do you get from …. I gain a lot of energy/satisfaction I gain a moderate amount of energy/satisfaction I gain a small amount of energy/satisfaction
  • 36. IDI Predictions for… Belonging Being accepted by a group, feeling connected to a team, being a good team member, having close friendly colleagues Independence Being free from outside interference, highly self-sufficient, self-reliant, having lots of freedom, doing things your own way Enduring Being persistent, determined, showing endurance and courage, being strong-willed, demonstrating stamina and strength, will power, inner toughness
  • 38. “I looked at ‘us’ from a whole new perspective, with greater appreciation for our differences.”
  • 39. [Footer text to come] Page No 39 Case Study: Leadership Development Using the IDI with Behavioral Assessments
  • 40. Interpreting motivational drivers alongside behavioral indicators can be a powerful combination. Where is there alignment? Where is there not? And how is it all playing out? These questions can significantly aid understanding and development.
  • 41. The Case The Client • Large Insurance Carrier • Territory Enrollment Manager The Challenge • Dissatisfied with work and approaching burnout • Felt unappreciated and not valued The Goals • Determine if she should attempt to salvage current situation or move on • Provide unbiased opinion on current situation and help understand underlying motivations and perceptions The Tools: IDI with LEA 360™
  • 42. The Intervention Participant self-selected into coaching She completed IDI and the LEA. Had her observers complete LEA as well Individual feedback delivered to participant 6-month coaching engagement
  • 43. Less Energy for: • Supporting others • Striving to achieve and excel • Recognizing and capitalizing on opportunity • Having authority, being in charge, and demonstrating influence More Energy for: • Being part of a team or group • Intellectual stimulation, both creative and analytical • Organization, process, and efficiency • Free of outside interference • Doing things the “right way” LEA 360™ Highlights • Strong agreement across self and observer perceptions Demonstrating Less: • “Playing nice with others” behaviors Demonstrating More: • Knowledge-based and strategic behaviors • Willingness to make a decision • Structure and process behaviors • Command and control behaviors IDI SCORES: WHAT’S DRIVING HER? LEA 360™ SCORES: WHAT IS SHE DOING?
  • 44. Connecting Motivation & Behavior Has a strong desire to be a part of the team, experience camaraderie, and make personal connections Is not demonstrating any behaviors that are conducive to this, therefore not being perceived as someone who wants to get along well with others IDI: DRIVING LEA: DOING
  • 45. Connecting Motivation & Behavior Has little desire to be in charge of others, be in a position of influence and power, or tell others what to do Demonstrates strong command and control managerial behaviors IDI: DRIVING LEA: DOING
  • 46. Connecting Motivation & Behavior Has a preference for process, procedure, and doing things the “way they should be done.” Doesn’t appreciate the “art of the sale.” Works in an environment where rules get bent all the time to make the sale (e.g., promises are made to client that can’t be delivered upon) IDI: DRIVING LEA: DOING
  • 47. The Results Adding motivation brought behavioral conversation to a deeper level and provided significant insight Looking at both revealed some critical misalignments that explained some of the deep dissatisfaction she was feeling. Helped her process how she was feeling and aided in her decision-making moving forward (i.e., she knew what she was contending with)
  • 48. “Is it me or is it them?” Decided to stay in her current position Arrived at a place of recognition and greater sense of own value
  • 49. [Footer text to come] Page No 49 Concluding Thoughts
  • 50. We’ve really just scratched the surface.
  • 51. If you want to dive deeper... take the IDI for free.  Chat with any member of the MRG team here at SCP/SPIM.  Visit connect.mrg.com/IDI.
  • 52. If you want to dive even deeper... get certified in the IDI at a special rate.  Special rate for SCP & SPIM members and attendees.  Classes held online throughout the year. Talk to us or visit MRG.com/calendar for details.
  • 53. [Footer text to come] Page No 53 Thank you. Stay in touch. clientservices@mrg.com

Editor's Notes

  1. Learning and leadership Awareness of different perceptions Authentic leadership Management and leadership Collective intelligence Influencing skills Creativity and innovation Commitment and motivation
  2. Over 1000 people have gone through the first module of the HLMS program HLMS has become a seminal part of the ICRC leadership structure. The program was incredibly difficult to get off the ground and the current flowing against something like this was immense. But the fact that the program is stronger than ever, becoming almost “required” to advance within leadership at the ICRC, and the fact that it’s well respected speaks for itself Most importantly, the ICRC has a leadership identity now. People are talking a common language (even when they’re talking different languages). The number of people I’ve worked with who say, “oh I can’t wait for so and so to go through this so we can become more aligned” is not a small number! We’ve learned that the complexity within the humanitarian space is immensely complex and requires a leadership skillset that is difficult to attain. The number of variables these leaders need to contend with on a daily basis is incredible and knowing who they are, and how they lead is important to toward their ability to remain successful. We’ve also learned A LOT about the organization as whole. NEXT SLIDE
  3. Catherine’s primary question entering the coaching was, “Is it me or is it them?” Something is wrong here….I know it….but I’m confused as to what the problem is and where the dissatisfaction is coming from By end of the engagement, she had decided to remain in her current position That being said, she made the decision in light of some new revelations: First, a recognition that her current work situation wasn’t ideal for her. And that the answer to her original question was a little bit of both. So, she made the decision with “eyes wide open” and knowing where she was going to have to expend some of her limited energy to remain happy and successful At the same time, before the engagement, she was really doubting her value. Again, the question of “is it me or is it them?” The IDI and coaching really allowed her to understand what value she brought to the table and even though there were differences in working styles…this didn’t mean her approach and how she preferred to do things wasn’t valuable. Maybe just not appropriate for the current situation.
  4. We offer five assessments – including the LEA you learned about briefly, and Personal Directions, which build upon the IDI and goes even deeper New research reports, custom research by request Consulting, partnership in building engagements and development programs Co-branding of reports, marketing materials