Using the MBTI® and EQ-i® Assessments

Registration for Using the MBTI^® and EQi^® Assessments

Using the MBTI^® and EQi^® Assessments – July 19, 2012 / Fairfax, VA – $425

General Information and Policies

Rescheduling Policy. You may reschedule one time only at no additional charge, but you must notify OKA in writing or email 14 business days prior to the start of the program, providing the registration has been paid in full. If the registration has not been paid in full, then full payment is required before a date transfer can be made. If you reschedule after the 14-day cutoff or have subsequent transfers, a fee of $100 will be due immediately for each instance.

Cancellation Policy. Cancellations must be received in writing 7 business days prior to the start of the program, and are subject to a $200 administrative fee. For one-day programs, the cancellation fee is $100. Cancellations after the 7-day cutoff and no-shows will forfeit 50% of the tuition. Materials are not refundable.

General Information. Fairfax, VA courses are held at OKA. You will receive specific information about class logistics after you register. We provide a continental breakfast and healthy snacks throughout the day; there is a refrigerator and microwave on site for your use. There are a number of restaurants and a drug store within walking distance. OKA is not a handicapped-accessible facility; we are happy to make whatever reasonable accommodations we can for our visitors.

Based on the theories of C. G. Jung, the Pearson-Marr Archetype Indicator^® instrument provides a rich assessment of the archetypes currently active in your life. Once you are aware of their influence, you can decide how and when to use them, discover which ones may need to be developed and which ones can be moved through or left behind when no longer needed for personal growth.

The print version of the PMAI^® is self-scorable and comes with everything needed to understand your results.

The PMAI instrument is designed to provide you with a unique perspective on how the stories you enact every day affect such things as the decisions you make and the goals you do (or don’t) pursue.

The PMAI questionnaire looks at 12 different themes, those that resonate with all people of all cultures. Each theme is named for its central character (or archetype) and that character’s way of influencing you. If the Innocent is active in your life, you assume that every cloud has a silver lining. The Orphan assumes that it pays to be careful, the Warrior that the tough prevail.

We see these characters in the news we watch, the novels we read and the movies we go to, but until the PMAI was developed, there was no way to gain insight into your preferred archetypes. When you understand your story, you have the power and ability to keep it, or to change it.

The questionnaire and individualized scoring sheet are packaged and sold with the 64-page book, Introduction to Archetypes, all the materials necessary to achieve the benefits of exploring a personal archetypal journey. Multipacks for trainers and counselors are also available. The PMAI instrument may also be taken online. Online administration includes a comprehensive scoring report and a .pdf version of Introduction to Archetypes. The PMAI is an unrestricted instrument.

Authors: Carol S. Pearson, Hugh K. Marr Format: paperback

$22.00

Many clients, trainers and consultants ask OKA for advice on how to both manage and facilitate generational differences in the workplace. With four generations spanning more than 50 years in age, generational awareness is a vital element in today’s organization development toolkit. To respond to this need, Rita Murray and Hile Rutledge coauthored a set of training products for building generational awareness.

Generations: Bridging the Gap with Type (Workbook)

This workbook presents a means to bridge the gaps that emerge between the 4 generations, noting their differences in values and approaches to work, communication and technology. It presents type and temperament as self-awareness and communication tools to turn discord into collaboration. As a stand-alone, self-guided resource, or supporting a larger training design, it requires no qualification on either the generations model or type to be fully accessed. The abundant use of reflection questions, self-assessments, case studies and action plans makes this a great personal learning or group training tool.

Authors: Rita M. Murray and Hile Rutledge. Format: paperback

Regular Price: $16.00

Bulk Pricing:
50 – 299 copies 10% off ($14.40 ea.)
300 or more copies 20% off ($12.80 ea.)

Access OKA’s Generations Flyer(PDF) OKA Type Trainer Skillshop

Got MBTI^®?  What’s Next?       

Training “At A Glance”

• Length: 3 Days
• Location: Fairfax, VA
• Class begins at 8:30 AM and ends at 5:00 PM.
• Prerequisite: MBTI^® certified practitioner.

Now that you’re an MBTI^® certified practitioner, how do you start delivering high-impact “Introduction to MBTI^®” sessions to your clients?

Get a quick, professional  start with the OKA experts!

Training Objectives:

• Identify the ten training micro-components that make you effective with any group
• Design workshops that match training content and structure to the needs of your group
• Discover how your own Type preferences impact the group—and how the group impacts you
• Practice training and facilitation skills and receive both professional and peer feedback
• Receive and utilize a variety of handouts, reports and other training aids and tools
• Develop a collection of type examples, stories and illustrations

With our new three-day Type Trainer Skillshop you receive these presentation aids:

• Full Type Trainer Workshop Slides PowerPoint Presentation ($75 value)
• Designs Bundle ($75 value)
• Exercises Bundle ($75 value)
• Focused assortment of Intro-workshop specific handouts – Includes Frequently Asked Questions (and their Answers), a Four Dichotomies Handout, Good-word Lists for each MBTI Dichotomy, and a Type Action Plan.
• Access to the online Type Trainer Self-Guided Tutorial web-based training for six months ($325 value)

Registration for OKA Type Trainer Skillshop

• OKA Type Trainer Skillshop – Oct 2 – 4, 2012 / Fairfax, VA – $1,275
  

General Information and Policies

Rescheduling Policy. You may reschedule one time only at no additional charge, but you must notify OKA in writing or email 14 business days prior to the start of the program, providing the registration has been paid in full. If the registration has not been paid in full, then full payment is required before a date transfer can be made. If you reschedule after the 14-day cutoff or have subsequent transfers, a fee of $100 will be due immediately for each instance.

Cancellation Policy. Cancellations must be received in writing 7 business days prior to the start of the program, and are subject to a $200 administrative fee. For one-day programs, the cancellation fee is $100. Cancellations after the 7-day cutoff and no-shows will forfeit 50% of the tuition. Materials are not refundable.

General Information. Fairfax, VA courses are held at OKA. You will receive specific information about class logistics after you register. We provide a continental breakfast and healthy snacks throughout the day; there is a refrigerator and microwave on site for your use. There are a number of restaurants and a drug store within walking distance. OKA is not a handicapped-accessible facility; we are happy to make whatever reasonable accommodations we can for our visitors.

EQ Workbook

OKA’s EQ Workbook is designed to support a thorough and actionable introduction to emotional intelligence. Rooted in MHS’ EQ-i^2.0® model, this workbook – perfect for one-on-one coaching or group training sessions – explores each of the 16 elements of EQ, including what each looks and sounds like in deficit and excess, and what actions or developed skills could lead to better performance or greater balance. Designed to support both trainers and end-users directly, it includes over seventy suggested experiments and action steps to support people wanting to move beyond simple EQ insight to more meaningful development.

Author: Hile Rutledge. Format: comb-bound paperback, 8 1/2 x 11, 79 pages

Regular Price: $18.00

Bulk Pricing:
50 – 299 copies 10% off ($16.20 ea.)
300 or more copies 20% off ($14.40 ea.)

The EQ Edge

The revised and updated EQ Edge explores new developments that have taken place in emotional intelligence research in the past five years. The book touches on the five realms of emotional intelligence – feelings, relations with others, adaptibility, stress management, and general mood – showing how developing emotional intelligence can help create harmony in familiy life and engender success in work life. The book also presents case studies that provide insights into emotional intelligence in the workplace, taking readers through the 15 elements of emotional intelligence – including self-regard, flexibility, empathy, and impulse control – and providing suggestions for improving the less developed areas.

With the The EQ Edge, the authors help the reader enhance his or her emotional intelligence (EI). Drs. Stein and Book guide the reader to examine and discard negative self-talk that can easily undermine Emotional Intelligence. By providing everyday scenarios, such as a cancelled flight, they contrast and compare the hypothetical “Sam” who flies into a rage and fails to get to his destination with the self-aware “John” who keeps his cool and arrives at his meeting on time.

The authors use this scenario because the ways that Sam and John respond to the cancellation illustrate almost every component of emotional intelligence: self-awareness, empathy, impulse control, and optimism. Through follow-up exercises, they guide the reader to examine and change personal belief systems and negative self-talk that can so easily undermine emotional intelligence.

Authors: Steven J. Stein, Ph.D. & Howard E. Book, M.D.
Format: paperback, 6 x 9, 354 pages

$29.00

  OKA Presents…

Special 2012 workshops offered by OKA friends, associates and consultants on various thought-leading topics. All events are hosted at our OKA Training Center in Fairfax VA.

Capturing the Magic in Polarity Tension

by Cliff Kayser

Workshop “At A Glance”

• Length: 1 Day
• Location: Fairfax, VA
• Class begins at 8:30 AM and ends at 5:00 PM.
• There is no prerequisite for this workshop.

Workshop Description:

This workshop is for consultants, coaches, and leaders interested in expanding awareness of the phenomenon of “both/and” polarities, distinguishing them from “either/or” problems to solve, and learning the basic methods of intentionally capturing the magic inherent in all polarity energy systems.

Come alone or with a client/professional colleague – and bring a particularly difficult issue that has you stuck or that you’d like to explore optimizing using the polarity thinking lens, map, and process. We’ll first spend some time introducing the basics of the See, Map and Tap process for your real-time issue. We’ll spend a good part of the day applying your learning to situations, and you’ll leave the session with action steps to create a synergistic, virtuous cycle in your coaching/consulting practice, personal/organizational leadership, or team/organization.

Workshop Objectives:
 
1. Distinguish between “either/or” problems to solve and “both/and” polarities to leverage, and get a clearer understanding for how to maximize both types of thinking.

2. Understand the phenomenon of polarities in individual, team, and organizational life — and the critical importance of tapping into the power of polarity energy when addressing complex or difficult issues.

3. Understand how all polarities work and the energy dynamic of polarities.

4. Learn to see, map, and tap polarities by applying your learning to a current project or leadership/organizational challenge.

What Are Polarities and Why is it Important to Pay Attention to Them?

There are solvable problems and there are “polarities” that are inherently unsolvable. Polarities are interdependent values pairs that appear to be at cross-purposes or in competition. However, a polarity contains an energy system that has inherent potential to be leveraged to create generative and sustainable results – that’s the magic!

Capturing the Magic in Polarity Tension

Contact Xperience for more information and to register

Amp Up Your Leadership and Collaboration Through Coaching

by Anne Collier

Workshop “At A Glance”

• Length: 1/2 Day
• Location: Fairfax, VA
• Class begins at 8:30 AM and ends at 12:30 PM.
• There is no prerequisite for this workshop.

Workshop Description:

• Are you tired of direct reports who don’t take responsibility for their work?
• Are you frustrated by colleagues, or maybe your boss, who just don’t get it?
• Would you like to work better with others who don’t report to you but whose buy-in you need?

If you’ve said yes to any of these questions, The Amp Up Your Leadership and Collaboration Through Coaching Workshop is for you. Coaching skills are an essential tool for both leading and collaborating. Through coaching, you encourage colleagues’ best thinking, increase employee engagement, and deal more effectively with difficult situations and people. Colleagues feel listened to and valued—and you get better results.

No prior coaching experience is required. Participants will learn and practice the art of coaching with the support of three coaches, who will help them fine tune their skills. While understanding of Type is not necessary, what you learn here will help you integrate your knowledge of Type in your daily interactions for better results.

Amp Up Your Leadership and Collaboration Through Coaching

Contact Anne Collier at 202-449-9751 or visit Arudia for more information and to register

Facilitating Professional and Organizational Change
Using a Systemic Approach

by Harrison Snow

Workshop “At A Glance”

• Length: 1 Day
• Location: Fairfax, VA
• Class begins at 8:30 AM and ends at 5:00 PM.
• There is no prerequisite for this workshop.

Workshop Description:

Organizational Constellations is a management tool based on systemic thinking for facilitating change and transition, your own and your clients. One of the benefits of this new tool is the freeing up new possibilities for professional and organizational success.

The constellation process can be used in the business world in number of ways, one of the most common is to gain insight into a professional or organizational challenge. A professional challenge, for example, could be about helping a client resolve a conflict with a boss or colleague or making a choice around taking a new job. Typical organizational challenges could be about finding a way to help a company understand and deal with some dysfunction in its corporate system such as low employee engagement or declining market share. It also could be about gaining insight into a positive challenge such improving an internal process that produces a product or provides a service.

Whether the issue is professional or organizational, we first have to acknowledge or even agree to “what is” before we are ready to see the opportunities hidden within a specific challenge. Frequently, when someone raises an issue, we find at a deeper level a hidden dynamic that needs to be addressed or at least acknowledged for the essence of the problem to be articulated and understood.

While individual coaching often looks at the relationship dynamics between individuals organizational work is more focused on the system dynamics between groups, things or ideas as well as individuals. The systemic approach maps the key elements of both types of approaches from a 3D perspective allowing useful and even profound insights to be uncovered.

This workshop is for organizational development professionals, facilitators, managers and executive and life coaches who are interested in a new tool for change and transformation.

Bring your workplace challenges and professional goals for yourself, your clients and/or your organization to the workshop.

Listen to an interview of Harrison explaining how to use constellations for professional and organizational development.

Facilitating Professional and Organizational Change
              Using a Systemic Approach

Contact Harrison Snow to register

Handwriting Indicators of Jungian Type

by Lisa Schuetz Workshop “At A Glance” Length: 1 Day Location: Fairfax, VA Class begins at 8:30 AM and ends at 5:00 PM. There is no prerequisite for this workshop. Workshop Description: Full Day Workshop taught by handwriting & type expert, Lisa Schuetz. Handwriting offers the most objective and accurate, unfiltered, uncontaminated information of one’s psychology. Learning some fundamental clues increases accuracy in typing, as well as gives you instant access into learning about others (and yourself!).. We are energetic beings. We can use our physiology to understand our psychology.

Workshop Objectives:

Capitalizing on the bi-directional relationship between the hand and the brain, we are able to use the “crystallized gesture” of handwriting to gain insight into one’s psyche. Graphic gestures, which include handwriting, doodles, and drawings, are records of thought energy. These expressive gestures offer unfiltered, uncontaminated information about our subconscious drives, innate temperament, and possible neuroses or energy blocks.

This lively, information rich class teaches through the utilization of many, compelling handwriting examples, including that of some of the famous/infamous. Participants will learn:

• The symbolic nature of handwriting and the powerful information contained within this crystallized gesture.
• The major handwriting indicators for: thinking, feeling, intuition, sensing, extraversion, introversion including the psychophysiology behind type.
• How to identify whether, or not, a person can objectively assess self.
• To identify where the shadow side is, as well as the path for growth (individuation).
• Also discussed will be the four fundamental genres of handwriting – which gives information on our core personality.

The information learned in this class will give the attendee the ability to use handwriting as a tool to gain insight into someone’s “type,” and will help to verify type in those cases where there isn’t a clear preference. This is a tool that can be utilized in many different arenas. You will be changed by what you learn.

This knowledge and skill adds value to what type practitioners can offer their clients!

Handwriting Indicators of Jungian Type

Contact Lisa Schuetz to register

Power Tools for Influence

by Robin Dreeke

Workshop “At A Glance”

• Length: 1 Day
• Location: Fairfax, VA
• Class begins at 8:30 AM and ends at 5:00 PM.
• There is no prerequisite for this workshop.

Workshop Description:

Information coming soon for this workshop. Please check back.

Workshop Objectives:
 

Power Tools for Influence

Please click on the workshop leader (above) for further information about any OKA Presents event.

More “OKA Presents…” events will be announced via our social media sites and in our newsletters.

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We welcome your feedback!

  Leading with EQ 

Registration for Leading with EQ

Leading with EQ – May 18, 2012 / Fairfax, VA – $425

Leading with EQ – Dec. 19, 2012 / Fairfax, VA – $425

General Information and Policies

Rescheduling Policy. You may reschedule one time only at no additional charge, but you must notify OKA in writing or email 14 business days prior to the start of the program, providing the registration has been paid in full. If the registration has not been paid in full, then full payment is required before a date transfer can be made. If you reschedule after the 14-day cutoff or have subsequent transfers, a fee of $100 will be due immediately for each instance.

Cancellation Policy. Cancellations must be received in writing 7 business days prior to the start of the program, and are subject to a $200 administrative fee. For one-day programs, the cancellation fee is $100. Cancellations after the 7-day cutoff and no-shows will forfeit 50% of the tuition. Materials are not refundable.

General Information. Fairfax, VA courses are held at OKA. You will receive specific information about class logistics after you register. We provide a continental breakfast and healthy snacks throughout the day; there is a refrigerator and microwave on site for your use. There are a number of restaurants and a drug store within walking distance. OKA is not a handicapped-accessible facility; we are happy to make whatever reasonable accommodations we can for our visitors.

OKA and Presentia have partnered to bring you Personality Coach: a new application for Android smart phones!  It is a great type and MBTI^® resource to use in real time right when and where you need it. Personality Coach gives you immediate access to extensive OKA-generated profiles, tailored communication reports and information about all 16 types. For each type you get:

• overall description
• type at work
• business and intimate relationship type tips
• parenting tips
• conflict styles

There is a free trial version; purchase the full version for just $9.99 to get personalized, tailored feedback that allows you to:

• enter and update your own type
• create your own Type Database by entering the names and types of your colleagues, family, and friends
• get personalized communication tips for interacting with each person in your database
• get communication tips for each type working with one another
• browse and make revisions to your database as needed

If you use an Android  phone, go the App Store and search for Personality Coach.  Carry OKA and the power of type with you everywhere!  See Presentia’s Kristen Kramer, the App’s designer, give a video tour of the Personality Coach:

By Hile Rutledge

A powerful but underused lens in type are the Attitude Pairs (EJ, IJ, EP and IP). In a recent OKA workshop, participants self-selected into their Attitude Pair groupings and discussed the following question: “In a group setting, how do you go about getting your way or getting your ideas adopted?”

The following data came out of each of the four groups:

Extraverted Judging (EJ)

Extraverts tend to have a focus on the outer world and then a preference for Judging tends to manifest itself in an effort to structure, order and control the world in which they are engaging. Note how this group gets its ideas adopted by speaking up.  This group also clearly expects an argument—much of the data here speaks of presenting data and opinions to marshal forces and win the points.  EJ—talk first and talk loudest and sound sure.

Introverted Judging (IJ)

Introverts tend to have an internal focus, so engagement with the outside world (the world of organizations and teams and projects) is an energy drain. As a Judger, however, when the Introvert does engage with the world around her, she does seek to structure, order and control it.  This combination of preferences is illustrated well by this group who holds back, listens, assesses behind the scenes, and then eventually (note the final bullet) speaks up, engages the argument and lays out the solution at hand.

Extraverted Perceiving (EP)

Extraverts tend to have a focus on the outer world and then a preference for Perceiving tends to manifest itself in a drive to open up discussion, ask questions, be curious and keep things flowing. Note that these EPs are eager to establish and maintain an open flow of ideas and data, and—unlike the Judging groups—are not that committed to winning anything or convincing anyone. Note the final point is that they are willing to change their minds if the data are convincing enough. This is a group out to connect and keep things open and flowing—more interested in the process than the product.

Introverted Perceiving (IP)

Introverts tend to have an internal focus, so engagement with the outside world (the world of organizations and teams and projects) is an energy drain. As Perceivers, when they do connect with the outer world, they tend to drive to open up discussion, ask questions, be curious and keep things flowing. This group tends work toward the adoption of their ideas but to do so with great flexibility—having pre and post-meeting conversation and avoiding the open confrontation.  This group tends to have an internal drive or goal that is coupled with an apparent flexibility (apparent on the chart)—as determined as the EJ, but far more indirect.

For a handout that includes the exercise above, and a case study using this exercise with an intact team, visit:  Applying Psychological Type: Attitude Pairs

Power and authority are loaded words, and we find in our personal coaching and group consulting that discussing someone’s authority and personal power can cause anxiety and confusion. One of the principal reasons for the confusion is that the different personality types see power very differently, and rooted in vastly different places. The lens of Temperament gives us tremendous insight into how each of us tends to view power itself: where it is and how we are most likely to use it.

NF Leaders: The People People

To Intuitive Feelers (NFs), power resides in personal relationships. Personal and interpersonal connections and values are what hold the most sway over this group: to win someone’s commitment requires that a leader relate to him or her personally. This is the NF’s strength, and the NF leader brings to the job an arsenal of potent power tools: a pat on the back, compliments, a warm smile, eye contact, stated feelings of warmth or appreciation, affirmation, respect, personal attention and interest, and an acknowledgment of others’ values.

Effective leaders win an NF employee’s commitment by making a point of caring whether he or she likes the leader in return. All of these efforts are for naught if insincere, for an NF highly values the genuine expression of warmth and connection but is quick to see through and resent veiled attempts at manipulation.

Simple compliance with the wishes of an NF leader is not enough for that NF. The NF leader will continue to “sell” the idea or action until you are not only doing it, but are grateful for the opportunity and experience. NF leaders – whether in sales positions or not – rarely stop selling. Harmony, connection, inclusion, and group cohesion are of the utmost importance. Drawing on their ability to make inspirational pleas, the NF leader will be tirelessly persuasive–and take it personally if people don’t follow.

NT Leaders: Competence Above All

Intuitive Thinkers (NTs) see power residing in competence. NTs neither need nor want – and at times even actively work against – organizational or institutional structures, procedures, traditions, and hierarchy. They are not necessarily being contrary, but are merely seeking clarity and, above all else, competence. When logic, clarity, and competence–as defined by each individual NT–is not present within an organization, then the organization, its conventions, rules, and, above all, its leaders, compromise the NT’s willingness to be led.

When it comes to interacting with their leaders, the NTs’ scorecards are always activated and the performance bar that their leaders must clear is always on the rise. If we do a competent job leading you today, then the bar goes up overnight. Therefore, leading an NT means proving against his or her standards that you are fully competent. If you do that, you will have that NT on board–at least until the end of the day.

This drive for competence plays an important role when the NT is the leader. Because NTs are so focused on objective clarity, they tend to be quick to criticize. It is through criticism that we learn what is wrong, what could be better and how to become more competent. One of the greatest gifts, therefore, that an NT leader can give is criticism of your performance. An NT leader, if he or she puts any stock in you, will continue to develop you through argument, critique of your performance and ideas, and eventually by freeing you from their scrutiny.

SJ Leaders: The Company People

Sensing Judgers (SJs) see power in the structure, hierarchy, and traditions of their organizations and work teams. The power tools of an SJ are titles, salaries, tenure, official citations and commendations, managerial mandates, medals and all of the myriad other things that make success official.

To motivate an SJ subordinate, you must first understand his or her place in the system relative to yours. SJ’s rely upon the system–through its leadership–to provide them with the data and structures they need to accomplish their goals. Even when an SJ loses faith or confidence in a leader, the SJ will tend to follow the proper procedure to transfer jobs or to file a complaint against the leader. Their faith resides in the system and its rules, not in a given individual. To SJ leaders, power is rooted in authority, and though commitment is expected, compliance is demanded.

As leaders, SJs tend to emphasize the importance of detail and practicality in order to make people effective, efficient, and capable of completing projects on time and under budget. If procedures, rules, and regulations do not exist, SJ leaders will first establish parameters and then work within them. In fact, many SJ leaders would identify this as their primary duty–to impose order over chaos. This is the SJ leader’s gift.

SP Leaders: The Troubleshooters

Sensing Perceivers (SPs) live for the moment. They are driven to stay open to new sensory data and to use action and tangible tools to produce some result with immediate impact or benefit. Unlike NFs and SJs, SPs don’t put considerable weight on personal relationships or organizational procedures; both are seen as overly confining. Unlike NTs, SPs don’t score competency with an abstract scorecard, but against the practical demands of the moment and the situation in which they find themselves.

SP employees look to their leaders–when they do at all–to provide them with the materials and resources needed to perform the task and with the freedom to work without managerial meddling or excessive procedural control. SPs want to be free to flex and move with the demands of the day–even those of the moment.

As leaders, SPs exercise power by solving problems and acting to address the needs and concerns of the moment even if so doing violates policy, procedure, organizational hierarchy, an agreed-upon project plan or the individual needs of any given person or group. The needs of the moment trump all of these. This focus on the here-and-now tends to make SP leaders good troubleshooters, with particularly good skills at crisis management–which, in some companies, is a way of life.

This essay is a copyrighted work excerpted from Type Talk At Work by Otto Kroeger, Janet M. Thuesen and Hile Rutledge.

Browse OKA’s Temperament Products:

• Temperament Training Exercises and Handouts
• OKA’s MBTI Introduction and Temperament Workbooks
• Type Training Powerpoint Slides

We welcome your comments and feedback!

By Hile Rutledge, OKA President & Principal Consultant

I’m often asked: “Do people tend to have an affinity for their own type preferences or covet the opposite preferences of others?” The answer actually is yes: to both questions.

Our types give us specific preferences (hard-wired) for how we take in data and make decisions. These preferred ways of doing things are automatic to us and seem natural and immediately recognizable. The Introvert finds it natural to reflect and hold his cards close to the vest. The Thinking decider finds it more comfortable to stand apart from people, problems and issues and make decisions non-personally. Because these preferences are familiar and easily understood, they tend to spark an affinity with others of the same type. Birds of a feather flock together.

While we have these hard-wired preferences, Jung suggested that we are all on a journey toward wholeness. Wholeness means embracing our preferences while also working to include our non-preferences. The Feeling decider learns to step back and make decisions with logical analysis while the Sensor works to activate and embrace her own imagination. The first step toward this type development is acknowledging that your non-preference has a place—that its contribution is worthwhile. Seeing the limits of my own preference in the spotlight of its opposite’s success can certainly lead to my coveting the other. Opposites attract.

When you consider the bias of many work systems—Thinking decisions being more expected and praised than Feeling decisions; a Judger’s closure being more prized in leadership than a Perceiver’s flexibility—it is easy to see why people preferring minority type preferences can be especially attracted to their typological opposites, the types whose preferences seem to fit so easily with the larger group or organization around them.

Type development finds us relying on our preferences while also more actively using their opposites—our missing pieces, being both pulled toward our non-preferences and repelled by them at the same time. So the answer to both questions is “yes.” Success comes from learning to balance these forces. Self-awareness and self-acceptance provide the psychological foundation and ego-strength to be who and what you are. Harnessing the power of your envy can motivate you to learn from others’ success.

An OKA participant recently asked us for an exercise that could help connect type with stress.  Here is a great and simple exercise written by Hile Rutledge, OKA Chief Executive Officer, to respond to this request.

Assuming you have already introduced folks to the Myers-Briggs Type Indicator (MBTI) assessment and type theory, and they know their preferences, have work stations for each of the dichotomies up in the room—an easel for E, an easel for I, one for S and one for N, et cetera. If you want to do a subset of the dichotomies to focus the discussion, you can, but make sure both preferences within a dichotomy are represented. Each chart should have a vertical line down the center of the paper bisecting it into two columns.

Have your participants select a work station that represents a preference they have and feel strongly about. Clear Feeling deciders will go to the F chart while clear Sensors will go to the S chart, et cetera.  Make sure every chart has coverage with at least two people.

Step 1: Have the participants list on the left hand side of their charts all the ways in which that preference reduces or fends off stress.  What can that function or attitude do to reduce or eliminate stress?  Once each group has a good number of answers, you are ready for the next phase.

Step 2: Have the participants move to their opposite chart (S goes to N, N goes to S, et cetera). At their new chart, have the participants list in the right hand side of their charts all the ways in which that preference causes or intensifies stress (from the opposite preference’s point of view).  When the group has generated a good number of items, you are ready for the next phase.

Step 3: Have both groups within a dichotomy collapse into one group (S and N become one group; E and I become one group, et cetera). These new larger groups crunch their now combined lists into one big set of data and prepare a report out to the larger group that shares the two or three most important ways in which each preference both contributes to and reduces stress.  What you will find is that these lists often contain the same items.  Sensing reduces stress (of Sensors) by focusing on and swimming around in details and specifics, while it adds to the stress (of iNtuitives) by focusing on and swimming around in the specifics.

Step 4: A final optional phase could be for you to have individuals derive—by using their own type preferences and data now all over the walls—an action plan that steers them through an approach that will eliminate stress in their lives/work without adding to that of their colleagues.

A lot of type and stress designs get into dominant and inferior function content, which is great but too complex for most people to put to work competently. I have had much greater luck with this quick and easy design.  I hope it helps you!

We welcome your comments!

Temperament Training Exercises and Handouts

Of all of the lenses (two-letter combinations) within type, Temperament (NF, NT, SJ, SP) is the most widely used due to its focus on observable and even predictable behavior. To assist trainers and consultants wanting to use Temperament to augment their type training, OKA offers this bundle of Temperament Exercises and Handouts. Ten Temperament exercises–some basic and some beyond basic—are detailed as well as 21 pages of handouts that detail Temperament and its use and application to leadership, teaching and learning, teams and a variety of Temperament profiles. Long an OKA signature, these temperament tools are designed to take your type training to the actionable next level.

The following two links – and exercise and a handout – point to free samples from the Temperament Bundle.

Creative Temperaments Exercise (PDF)
Temperament Characteristics (OKA’s Popular Temperament Stick Figures) (PDF)

$75.00

The Four Temperaments Workbook

This workbook supplements our MBTI^® Introduction Workbook, and the 4 Temperaments DVD. Great for any presentation involving temperament, it includes an overview of the strengths, possible blind spots, leadership styles, and learning/teaching styles of each temperament. It also includes application ideas and a tailored action plan.

Author: Hile Rutledge. Format: paperback, 8 1/2 x 11, 28 pages

Regular Price: $8.00

Bulk Pricing:
50 – 299 copies 10% off ($7.20 ea.)
300 or more copies 20% off ($6.40 ea.)

Type and Temperament Training Workshop Slides

Having personal knowledge of and passion for the MBTI^® assessment and psychological type does not prepare trainers to lead a workshop on this complex topic. To fill this need, these detailed and visually rich PowerPoint presentations provide a comprehensive training tool, capturing OKA’s 30 years of making type engaging and actionable.

Dynamic and colorful, these animated presentations give trainers new to type the structure and content they need to get started, while it provides type veterans a beautiful new format to enhance existing programs. This product comes on a CD with an MBTI Introduction Presentation, a separate Temperament Presentation, and a third option with both presentations combined. You have full control to edit the slides to meet your own needs and style preferences. To edit, it is helpful if you have experience working with PowerPoint animations.

MBTI Introduction Workshop Presentation includes:

• Background data on what type is and is NOT—and the purpose of effective type training
• Experiential exercises for each of type’s dichotomies
• Introductory facts and descriptive word lists for each dichotomy
• Details on the positive contribution of each preference to groups and organizations
• A process for individuals to validate their own type preferences
• Designed to support and augment OKA’s MBTI Introduction Workbook

The Temperament Presentation includes:

• Background data on development of temperament model
• A proposed experiential exercise for temperament
• Introductory facts and descriptive words for each temperament group
• Extensive data on teaching, learning, leading and influencing styles of each temperament
• An individual and/or group action plan
• Designed to support and augment OKA’s Four Temperaments Workbook

This product is available as files on a CD, or, as a downloadable product. Both have the same slide sets; they are simply delivered differently.

Purchase Slides as a Downloadable Product:

To access your slides immediately upon ordering, the name and address on the order MUST match the credit card number and CCV. If there is a problem with your card (e.g., name/address do not match card), you will receive further instructions once your payment is confirmed. This product is a ZIP file that contains three PowerPoint files. You will save the ZIP file to your computer and then extract the ZIP archive to access the slides. View short webcast about downloads and ZIP files.

Purchase Slides on CD (We ship CD to you):

The “Functions” of Jung’s psychological type theory – Sensing and Intuition (S/N) and Thinking and Feeling (T/F) – are vital psychological processes that support problem solving and decision making. Learning to effectively use all four functions develops essential critical thinking skills. In this post, we summarize a type exercise that we frequently use with client groups to develop their use of the functions and their recognition of function pairs.

Exercise Context

The following exercise takes a minimum of 60-90 minutes to complete with a group. It assumes a basic familiarity with type, making it a natural exercise to do right after a Myers-Briggs Type Indicator® (MBTI®) introduction module, or with a group that is familiar with type and wants a practical process for applying it.

Step 1:  Small Function Pair Groups Generate Problem or Need

Break your group into small groups by function pair (ST, SF, NT, NF). Ask each group to write a statement that captures an important need or problem that the team (or project or organization) faces. Emphasize that their output is a need or problem statement, written on chart paper to share with the full group.

Generally, while often related to a common theme like better communication or financial stability, the specific problem statements will reflect the function pair perspective that generated the chart. Sensing Thinking (ST) groups will generate practical, objective, concrete problems or needs, often with a metrics component. Sensing Feeling (SF) groups will generate problems or needs that are also practical and concrete, but which are stated in people terms. Intuitive Thinking (NT) groups will generally generate a big picture, future focused statement that captures a “to be” vision. Intuitive Feeling (NF) groups will generally generate a big-picture, future focused statement that focuses on the development of people and their relationships – e.g., team, staff, customers.

Here are examples of statements generated by different clients in function pair groups (altered slightly to provide anonymity):

• ST: (1) Reduce expenses and gain efficiencies to ensure a competitively priced product.  (2) Increase youth market sales by 25% by December 31,2010.
• SF: (1) Problem: Staff is receiving mixed messages from leadership. Need: How to provide more consistent messages. (2) How do we change from being just “nice” to be able to deliver effective and impactful feedback?
• NT: (1) How do we become an expense leader in our industry and increase growth?  (2) How do we create a culture of efficiency?
• NF: (1) We are blocking ourselves from communicating with our customers in a manner that they desire.  (2) How do we engage employees through times of change? (3) Beat competition and remain customer’s first choice by increasing employee engagement and growth.

In debriefing this step, groups quickly see how type differences impact how they define problems and needs from the very start.  Even when we are all asked the same question, the answers differ greatly! Many groups find this valuable in beginning to see how typological differences are impacting the problems and needs that are on the view screens, and those that are in the blind spots.

(Note: In a small group, less than 8 people, have them work as one group to generate one shared problem statement.)

Step 2: Use the Four Functions to Work on the Problem or Need

With the problem or need statement posted, the next step is to use the four functions for critical thinking and problem solving about the statement they just developed.  This part of the exercise can (and in fact should) be done in mixed-type groups. (Again, with a small team, you may only have one group.)

First, instruct each small group to select one of the problem or need statements that was generated in Step 1 to work on – each group may revise their chosen statement to that group’s liking.  Then, using the Decision-Making (or Problem Solving) Worksheet (PDF) as a guide, each group engages in discussion, asking questions from all four functions to analyze and develop recommendations for solving the problem or filling the need they picked. (As an optional element of this exercise, you can ask each person in the group to be the “steward” of a specific letter – e.g., people assigned “N” are responsible for making sure that N dimensions are addressed by the group, the person/people assigned “S” is responsible for S dimensions, etc.)

To support this exercise, you (the trainer) may want to post a “cheat sheet” at the front of the room to capture the essence of each function:

• S: What are the facts? What does experience tell us about this problem?
• N: Are there any patterns in the facts that point to root causes? What are the possibilities?
• T: What are the criteria for a good solution? What are the fair and just alternatives?
• F: How will the alternatives or a solution impact the people involved?

I generally check in with the groups midway through to have them reflect on their own process – are each of the four functions getting air time?  Is any function being undermined or dismissed by the group?  After reflecting, the group is invited to return to their discussion, with any needed modifications based on that reflection.

Note:  This model is often called the Z-Model because it can be helpful to start with S, then move to N, then to T, then to F, as in the figure above.  This pattern forms a Z across the functions.

Next Steps and Conclusion

Many groups find this process useful in concretely seeing how type can be very practically applied to everyday problem solving.  I generally leave the group with a model agenda for a one-hour meeting, so that they can apply this process on their own the next time they want to focus on a specific problem or issue:

• 15 min – Develop your problem or need statement
• 30 min - Analyze your problem/need and develop proposed recommendations using the four function model (S-N-T-F) – making sure that each function gets an even amount of attention (e.g., 5-7 minutes across the time allowed. (Many groups find that when they first start, it is best to go in order (S-N-T-F).  Once used to the model, they may finding themselves starting to jump around more as the questions become more familiar.)
• 10 min – Develop explicit statements that capture what should be done next (I call these the “therefore, we should do WHAT” statements).
• 5 min – Capture immediate action items and their owners, with time lines and an explicit process for following up on progress.

With some focus and a little time, your group will see how quickly type principles can be applied to today’s problems – real-time applications that make your type training memorable!

Looking for other practical ways to apply the MBTI?  Access this May/June 2010 article, Optimizing Myers-Briggs Type Indicator Training: Practical Applications (PDF), published in the Department of Defense’s (DoD) CrossTalk Journal.

We welcome your comments and questions!

OKA’s newest organizational and leadership approach comes from looking at the generations now composing the workplace and ways that each can flex to the others. This 11 minute video clip is a quick introduction and overview to this approach using exercise data from a generations class.

Looking for ways to bridge the gap between generations? Come to OKA’s Generations and Type Training or learn more about our Generations and Type Workbook and Slides.

The “Attitudes” of psychological type theory: Extraversion or Introversion (E/I) and Judging or Perceiving (J/P) indicate how and how frequently individuals and teams are likely to operate in the outer world. This outer world is the place of action, people, and things where teams most often engage, so attitude pairings can tell us a lot about a team’s behavior that will impact communication at both group and individual levels. The handout below provides an Attitude pairs exercise, handout, and worksheet that supports a discussion of this useful type lens.

Client Case Study

A program team of 18 people wanted to explore team communication as part of a Myers-Briggs Type Indicator® (MBTI®) workshop. The team is starting an internal business process reeingineering effort, and there are concerns about how the project is going to unfold and how the team will know what’s going on. The team type is ESFJ; the leader is an INTP, who recently joined from a different office. As the day unfolded, we also learned that there are many IJs supervising EPs, and that EJs are located throughout the org chart. There were only three IPs including the group’s leader.

While there are many type-based ways to explore communication, we chose the Attitude pairs because of clear tensions related to team information sharing and direction setting. After a review of the team’s type table, we turned to the first exercise in the handout below. After each group generated their work, we did a report out, discussing what the different attitude pairs look like to each other, the benefits that each brings to team communication, and the possible risks when each is overdone.

While several lightbulbs went off during the day, here are some key actions that the team identified as a result of the exercise and discussion:

• The team decided to make more active use of e-mail to help summarize key points and action items for team meetings: a communication tip offered by the IJ group.  In turn, the IJs agreed not to rely so exclusively on e-mail, as often they assume their messages had been read and accepted, when they have not been.
• The physical layout of the office dramatically impedes casual communication, with narrow hallways, high walls, multiple doors, and no windows.  The EJs and EPs realized that to cope, they have been scheduling lots of meetings just to connect and regain energy!  The team agreed to talk more openly about why meetings are being convened, and to be more flexible about who needs to attend.  They will also take greater advantage of the courtyard outside the building for informal conversations to support energy needs.
• The EPs that report to IJs learned that while their energy and easy flow of ideas is seen as positive, when the flow goes on too long, the impact of the words are lost, and they start losing credibility instead of gaining it.  Team members agreed to more actively check in with others when presenting or talking through ideas – to check if the conversation is having the intended impact.
• The team acknowledged that they were not used to the IP communication style of their new leader.  Many team members have been craving more direction and overt decision making, which is coming from the EJs, but not their leader.  This has led to confusion, and even questions about the chain of command, a particular sensitivity to the Sensing-Judgers in the group.

  While there is no “quick fix” to this, the IP leader explained what he is hoping for in terms of collaborative dialogue, and acknowledged that this was a different approach than many are used to. He committed to ”borrowing” more extraverted and judging behaviors, but also asked that the team meet him halfway – by trusting that he truly wants their input, respects the benefits of their experience, and wants them to listen to others as much as they share their own views.

For this group, the type attitude pairs served as an instantly actionable tool for better understanding and applying type to their team needs and challenges. A call from the client revealed that the discussion has actively continued after the workshop, and has already had an impact on their work processes and team spirit.  Personal growth, team development, one conversation at a time.

Download Type Attitudes Exercise, Handout, and Worksheet (PDF).

Learn more about the attitude pairs in the book Type Talk at Work or the workshop Using Type with Managers and Leaders. Contact us to bring these approaches to your organization!

We welcome your comments!

In this segment of a longer webcast, Hile Rutledge gives a quick introduction to the principles of psychological type and the Myers-Briggs Type Indicator® (MBTI®), and offers thoughts on how type concepts can be used both strategically and ethically during the hiring process. This webcast was held in April 2010, as part of the “Reaping Professional Success” teleseminar series.

Check out the Washington Post’s “On Success” blog! Hile Rutledge and Jennifer Tucker are part of a great panel that regularly comments on and discusses different elements of success and professional and personal development in society.

Visit Hile’s “On Success” Responses!

Visit Jenny’s “On Success” Responses!

Thanks to 2009 OKA graduate, Nader Goudarzi for developing this Excel spreadsheet. A trainer just enters in the group size and the total of each type, to get some great automatic type table calculations. To download Excel file, click link: Type Table Calculator.

OKA’s Consulting Director, Jennifer Tucker, visited Dallas, TX on 12-13 April 2010, to speak on “The Personality Dynamics of Technical Teams” at the ASME Global Engineering Management Conference (GEMC). Her session blended interactive exercises with the lessons from a five-year Department of Defense research study that explored the personality dynamics of technical teams. Here are the slides from the conference:

This essay by Hile Rutledge first appeared in OKA’s October 2009 newsletter. Come to our Emotional Intelligence (EQ-i) Certification Training to learn how to use this tool.

The popularity of emotional intelligence, and the EQ-i in particular, has exploded in the last decade. The increase in people asking for EQ-i work at OKA in the last few years has been remarkable. The benefits of using this tool and model are numerous, but, as with all tools, there are some specific pitfalls that need to be avoided. The EQ-i details fifteen elements or scales that deal with self-concept, interpersonal relationships and general emotional well-being, and then compares a respondent’s results with those of a norm group so that respondents can see how their responses relate to those of others.

One of the benefits of the EQ-i, is that it was built around an IQ report structure (which presents a score of 100 as the mean or average score with standard deviations of 15 in either direction). This means that in an EQ-i report, a score of 115 means that someone is in about the 85th percentile on that element, and a score of 85 means that the respondent is about the 15th percentile on that element. A score of 100 is right on the mean or average.

The problem – or one of them – is that too many people read their EQ-i reports as verdicts; they see the reports as photographs that conclude skill, success, dysfunction or failure. This is completely untrue. The EQ-i report is more like an Impressionist painting that requires reflection, interpretation and both intellectual and emotional engagement. It is a model and a vocabulary leading to greater self-awareness, self-management and ultimately, better personal and professional performance.

For instance, take a look at Nicolette’s EQ-i results (click to enlarge):

While there are lots of interesting data within this report, consider Nicolette’s Independence score (126) and Empathy score (62). A conventional interpretation of this report-one that supports a high-scores-are-good and low-scores-are-bad approach-would suggest that Nicolette has well developed Independence (she is able to live and thrive without intellectual or emotional dependence on others), but that she lacks the ability to understand or connect with others (reflected in the unusually low Empathy score).

While this is one possible narrative, numbers alone NEVER tell the story, and only Nicolette-in the end-will be able to glean from this report the developmental path that will best serve her. Nicolette, for instance, while a high Independence score might reflect development and even skill, it could also suggest dysfunctionally high independence. Nicolette could have trouble connecting and sharing with others or allowing them to connect with her. High scores could suggest an over-attachment to a behavior.

Considering her low Empathy score, Nicolette could be a self-employed person who very much enjoys (and connects well with) a very small number of intimate friends or family, unable or UNINTERESTED in behaviors that connect more deeply or more often with others around her. If this were the case (and note she seems nicely Happy and Optimistic), then there may well not be any corrective action suggested by these elements of her report form.

Much of OKA’s activity in the world of emotional intelligence is trying both to teach new (and existing) EQ-i users how to convert prescriptive approaches to the EQ-i to a more interpretive, client-driven approach to self-awareness and development. In addition, OKA is giving significant attention to the “so what” and “now what” elements of EQ engagement. What does a client do once he has decided that Empathy is too low, or that she would be better off with greater Impulse Control. These action steps are a critical element of any effective training or coaching session that uses the EQ-i.

These downloadable design, exercise, handout, and profile products, all revised from OKA’s previous Typewatching^® Toolkit content, join OKA’s other type training products to support and sharpen type presentations and approaches.  These are “Single User, Multiple Uses” products; each downloaded file is to be used only by one person. Multiple print-outs/copies may be made to support that person’s work.

OKA’s Type Profiles

Work done with type requires you to first know your preferences, so any effective type introduction is capped by handing out well written type descriptions to assist in type validation. For over twenty years, OKA has provided specialized type descriptions, to better assist the type users, coaches, consultants and trainers in understanding the sixteen personality types and what each looks and sounds like in all aspects of life.

For the first time, OKA is offering all of its original profiles (64 in all), from all of our source materials, for purchase in this one downloadable bundle.  Now you can have access to all the profiles, enabling you to print just what you need when you need it, as many times as you wish. OKA’s MBTI Profiles bundle includes established type profiles from Type Talk, Type Talk At Work, the MBTI Introduction Workbook and 16 Ways to Love Your Lover.

See Samples:

• ENTJ Typewatching Profile
• ISTJ Workplace Profile
• ENFP Relationship Profile
• ISFP Introduction Workbook Profile

$75.00

Type Introduction Training Designs

Detailed and specific, this downloadable bundle product includes a proposed structure, flow and agenda for both a half and full day of type feedback training. these include an Introductory MBTI workshop, and a Temperament feedback session, the two most requested type training designs. With ample content and proposed scripting, both designs are cross-referenced with OKA’s MBTI Introduction Workbook and our Type Training Workshop Slides for easy integration and cross-tool support (all optional).

In addition to the two designs, this bundle also includes six specific design options that cover ways to tailor the two designs to address specific group needs like large groups, unusually small groups, too little time, using the MBTI Self-scoring form, and presenting to non-diverse groups.

$75.00

MBTI Dichotomy Exercises

This downloadable bundle product includes 26 detailed and procedural MBTI preference exercises, including a number that are good basic introductory type experiments, and others that are beyond basic and take a deeper dive into the preferences and their usefulness. OKA has made its reputation doing experiential, actionable training; these exercises represent decades of best practice in the field.

$75.00

MBTI Introduction Handouts

From basic handouts on good descriptive words and general highlights for each of the MBTI dichotomies, to type interaction charts, and action plans—this downloadable bundle product of 29 handouts offers trainers and consultants a great grab bag of options to support the delivery of sharp and engaging type training. Open Bundle Guide for Preview.

$75.00

Designed to accompany OKA’s Reversing Forward Fieldbook, this complete Powerpoint slide show offers a ready-to-go professional training tool for trainers and consultants who wish to use Reversal Theory with clients. Created for Microsoft Powerpoint 2003. 96 full-color slides; 6 MB file size. This product is available as a file on a CD, or, as a downloadable product. It’s the same product – simply delivered differently. Note: These slides are included in OKA’s Reversal Theory Skillshop web-based training.

Purchase Slides on CD (We ship CD to you):

Purchase Slides as a Downloadable Product:

To access your slides immediately upon ordering, the name and address on the order MUST match the credit card number and CCV. If there is a problem with your card, you will receive further instructions once your payment is confirmed. This product is a Powerpoint file (PPT file type). You will download (save) the PPT file to your computer; it will then be yours to use.

Preview this Product

You can preview some the slides in this product – it is a Audio-Slideshow that introduces the foundational ideas of Reversal Theory and walks through the Reversal Theory domains and states. Click on the Play button in the center of the slide to begin.  Visit the Reversal Theory Training Site to see a second video focused on reversals.

We welcome your questions or feedback!

A long researched topic, Reversal Theory is relatively new to the field of personal and organizational change and development. To support trainers in delivering this revolutionary theory and tool, this 78 page full-color fieldbook offers an introduction to Reversal Theory, and a structural guide to an interactive and actionable training session.

Authors: Hile Rutledge and Jennifer Tucker

$20.00

Have you read this book? We welcome your feedback.

OKA’s MBTI^® Introduction and Temperament Workbooks

OKA’s Myers-Briggs Type Indicator^® (MBTI^®) Introduction and Temperament Workbooks are designed as complete training resources for type trainers. They can be used beautifully with OKA’s PowerPoint slides, or on their own.

MBTI^® Introduction Workbook

This workbook is designed to support any Type introduction, with rich content and space for notes for each of the dichotomies. The book offers a detailed procedure for validating Type and a profile of each of the 16 Types. Designed to support both trainers and end-users directly, it includes many applications and activities, and a detailed procedure to analyze Type tables. Also included is a learning worksheet and high-level action plan to summarize training and plot next steps.

Author: Hile Rutledge. Format: paperback, 8 1/2 x 11, 38 pages

Regular Price: $8.00

Bulk Pricing:
50 – 299 copies 10% off ($7.20 ea.)
300 or more copies 20% off ($6.40 ea.)

Finding Balance with Type: A New Look at J-P
Self-Guided Tutorial       

At the core of type theory are perception (data gathering) and judgment (decision making). Balancing these powerful and essential mental functions is a core element of self-management. Too much judgment leads to rigidity and prejudice while too much perception leads to inaction and procrastination. Success in any endeavor demands these forces be balanced.

When described and used effectively, the J-P dichotomy offers tremendous insight into how to both achieve and maintain this balance. In this 45-minute-long, self-directed class on CD, Hile Rutledge (President & Principal Consultant of OKA) leads you through the challenges of balance: how to understand it, how to diagnose imbalance and the actions that can bring about greater balance. Whether balance is your end goal or you are looking to pull balance as a leadership development tool to use on others, this self-directed study will pull a valuable tool onto your tool belt.

One (1) CE conferred toward MBTI^® Master Practitioner designation through engagement with this class.

Details: Format: CD-ROM, Plays in Internet Browser using Flash – with Audio, Presentation Slides, and PDF/Word Attachment. Duration: Approximately 45 minutes.

A Client Case Study: Using Balance

This CD provides some case studies of individuals out of typological balance.  After going through the program, an ESTJ client wrote to us with an interest in applying to her own type.  Here’s what she asked, and how we answered.

Question:

As an ESTJ and a very clear one at that (especially on the T and J), I know that I can become unbalanced, especially in the workplace, but also at home.  Given the discussion on the CD, it sounds to me like what I need to do when I become too J is ease up on the decision making and give more time to my data gathering/perceiving.  How does that manifest itself for the ESTJ? I enjoyed the CD and continue to be fascinated by MBTI and am convinced it rules us all!

OKA’s Hile Rutledge Responds:

So glad you like the CD – This is one of my favorite topics!

For your type (ESTJ), your dominant function is extraverted Thinking and your auxiliary function is introverted Sensing.  Balance in any type is when the dominant and auxiliary are in communication with one another—when you flow back and forth between the two.  Imbalance in an ESTJ can look one of two ways:

• You get hooked too much by your internal Sensing function, which keeps you quiet and disconnected from others and the world around you.  In an ESTJ this can look and sound like analysis paralysis (you are open to data, reading, looking for and considering facts and options) but the more introverted you are and the less you engage with the outside world and others, the further you get from closure and decision. An ESTJ who is withdrawn, quiet, scattered and indecisive is a snapshot of an ESTJ out of balance.
• You get hooked too much by your external Thinking function, which talks, directs, decides, plans, scheduled and controls without taking much (or enough) time to reflect, go inside and gather new and more information. Another way an ESTJ falls out of balance is to extravert too much, which leads to someone overly rigid and opinionated—driving too hard and often for closure and control on too little data.

The corrective action for option A above is to engage more with the world around you—talk, meet and communicate.  The corrective action for B above is to reflect more—be quiet, journal, reflect and disengage from the people and world around you.

Client Reaction:

I thought that I’d be more likely to be the B example: too much deciding, organizing, moving, etc.  But upon reflection (pun intended!), I can think of two examples in the past 3 months at work that I think fall into the first category.  There have been two examples of times a boss asked me to do something.  One was pretty well defined but large and complex; the other was smaller but much less defined and a bit of an unusual request (and for a very senior boss).

For each, I got started right away with small, obvious steps but didn’t bring the requests to closure.  I think it’s because I was unsure how to do it. Rather than ask for more guidance or for their thoughts, I tried to accomplish the tasks on my own. When it wasn’t clear what to do or–perhaps more importantly how to do it–I just kept putting it off or thinking about the steps I had already taken, rather than say to someone “What do you think about X?”  I was thinking about this earlier in the week, and realized that the next step was asking for input, so that’s what I’ll do on Monday.  Thanks for helping me realize how and why I got that way!

Are you a trainer, coach or consultant looking for a new tool for exploring motivation or situational leadership with your clients? Do you want to explore the ideas of Reversal Theory, and access practical exercises and approaches to apply it? If so, this Skillshop may be for you. This self-guided web-based training program prepares trainers, consultants, and coaches to use Reversal Theory with groups and clients. It assumes a foundational understanding of Reversal Theory. You can get this prerequisite by reviewing the content on the free Reversal Theory Training Site.

This Skillshop program has over two hours of audio content including:

• A description of a half-day workshop agenda for introducing Reversal Theory to client groups
• A variety of application exercises related to teams, leadership and communication
• Exercises related to the unique Reversal Theory concepts of the Dangerous Edge and the Protective Frame.
• Access to OKA’s PowerPoint Training Slides, which you can download from the training and use with your own groups and clients.
• Descriptions of how to use the OKA Reversing Forward Fieldbook, which works well with the slides in the training. The Fieldbook is not a requirement for the training.

This training gives trainers and consultants new to Reversal Theory some great ways to get started. It also serves as a refresher for people qualified on the Apter Motivational Styles Profile (AMSP). All of OKA’s materials can be used seamlessly with the AMSP for those who use that instrument.

Here’s a screen shot from the training:

To Purchase and Access this Training:

This is an online flash-based training program that can be accessed through any standard browser using a website address, login and password that we provide to you in a PDF information sheet when you buy the product. To complete your order and get these instructions right away, the name and address on your order MUST match the credit card number. If there is a problem with your card (e.g., name/address do not match card), you will receive further instructions once your payment is confirmed. This product is sold as a downloadable PDF file that contains access instructions to the online training itself. Once you have these instructions, you can visit the training as often as you want, from any computer that has Internet access.

Type Trainer Self-Guided Tutorial (online)

For years, OKA has been helping train trainers on the delivery of high-impact, experiential Myers-Briggs Type Indicator^® (MBTI^®) workshops.

Now we offer this course in a self-directed format, available online using any web browser. Drawing heavily from OKA’s longstanding three-day Type Trainer Skillshop, and built around OKA’s MBTI Workshop Slides, this self-guided presentation is a detailed audio presentation overlaid on a detailed PowerPoint slide show. Together, they support both type theory content and “behind the curtain” insights on the structure and logistics of an experiential type training. Through this training, you will be able to:

• Identify the ten training micro-components that make you effective with any group
• Learn a variety of type exercises—how to set them up and process the exercise output
• View a number of video clips, illustrating the delivery of key workshop components
• Review a host of frequently asked questions and appropriate responses.
• Utilize a variety of handouts and design variations based on different group sizes and composition

This online training includes over two hours of audio content, recorded over 89 slides. We have also included the following attachments, easily downloadable through the training:

• OKA’s downloadable bundle of MBTI Designs – Detailed and specific designs for both half and full day type trainings, the two most requested type training designs. With ample content and proposed scripting, both designs are cross-referenced with OKA’s workbooks and our MBTI PowerPoint Slideshow for easy integration and cross-tool support.
• A full Type PowerPoint slide presentation to download and use with clients (MBTI Type Workshop Slides sans Temperament Workshop slides) - This detailed and visually rich PowerPoint presentation provides a comprehensive training tool, capturing OKA’s 30 years of making MBTI introduction both engaging and actionable. Dynamic and colorful, this animated presentation gives trainers new to type the structure and content they need to get started, while it provides type veterans a beautiful new format to enhance existing programs.
• Focused assortment of Intro-workshop specific handouts – Includes Frequently Asked Questions (and their Answers), a Four Dichotomies Handout, Good-word Lists for each MBTI Dichotomy, and a Type Action Plan.

Here’s a screen shot from the training:

To Purchase and Access this Training:

This is an online training program accessible through any standard flash-enabled browser via the website address, login and password provided in a PDF information sheet immediately upon purchase.
To rephrase:

• submit your order (with billing address that matches credit card),
• click Download button to receive PDF with instructions to,
• access online training, as often as you, like from any computer, for the next month.

Read OKA’s past E-Mail Newsletters below. Sign up for future newsletters using the sign-up box to the right. We now send newsletters quarterly.

• April 2012 OKA Newsletter (4/10/2012) – Got MBTI^®? What’s Next? – Type Trainer Skillshop, EQ-i, Master Practitioner, Attitude Pairs, “OKA Presents”
• Spring 2012 OKA Newsletter (2/14/2012) – MBTI Master Practitioner Progression, social media links, OKA Membership, Narrative Intelligence (PMAI), & “OKA Presents”
• OKA News! (11/30/2011) - New web domain, social media links, OKA Membership, EQ-i2.0, PMAI, & “OKA Presents” 
• Navigating Development, A Welcome, and Tweeting Type (9/6/2011) – The EQ-i2.0 Certification Class now includes the EQ-i360! Also, meet OKA’s new Marketing Director, and read Hile’s version of “Type in Tweets.”
• EQ-i Essay and An OKA Opportunity (7/20/2011) – Read Hile’s essay on “Insight to Action,” which takes a closer look at Self-Perception; and learn about an open position for which OKA is now accepting applications.
• OKA Spring Update (5/25/2011) – Learn about the latest EQ model taught by OKA, access information about upcoming Reversal Theory Conference, see a model workshop for the Portraits of Jung Type Behavior, and access upcoming Generations classes.
• New Type Droid App and Reversal Theory Conference Invitation (3/21/2011) – Learn about a new Droid Type App, and read about the upcoming Reversal Theory Conference.
• Boomers, Blackberries and Tweets – and Doing the Repulsive (1/29/2011) – Update on our Generations classes, three new classes in Spring 2011, and a case study using the EQ-i.
• Holiday Greetings, the Gift of Self-Awareness and the Intimacy of the Feeling Function (12/10/2010) – A holiday greeting, news about our new SpeedREACHing class, and reflections on the Feeling function.
• Upcoming Generations, Election Roundup, and Reversal Theory Update (11/9/2010) – A “gift for the Generations,” links to our most recent Reversal Theory work, and an Election 2010 essay.
• Goldilocks, Temperament, and the Use of Power (9/13/2010) – Resources related to temperament, including preview elements from our new temperament downloadable bundle.
• OKA Updates: Generational Portraits and Type Exercise (8/9/2010) – Pointers to OKA’s new Generations pieces, and a new type exercise focusing on the functions and function pairs.
• Typing and Talking at OKA: Technology Update and Type Exercise (6/13/2010) – OKA’s technology updates, and a new type exercise and handout focusing on the attitude pairs.

Note: We launched a website refresh in early June 2010, so many links in newsletters released before that will not work.  Browse the menu buttons at top to locate the content you are looking for.

• Death, Destruction and Bunches of Balloons (4/21/2010) – OKA is now on Twitter! Follow us at http://twitter.com/OKAtypetalk. In this newsletter, Hile provides his thoughts on the role of archetypes, focusing on the wonderful movie UP.
• Working with Type and Living Light (3/21/2010) – Learn tips for working in STJ cultures, watch a video about an upcoming “Type and Project Management” workshop in Spain, and learn how to “Live Light!”
• Welcome to 2010! (1/22/2010) – This newsletter includes a look at our upcoming Generations class, our new OKA Type Profiles download product, and a special update for TypeWatching Toolkit users.
• OKA Wishes You a Wonderful Holiday! Our Year in Review… (12/17/2009) – OKA’s 2009 year in review, and a look at upcoming activities in 2010. We hope to see you at OKA in the New Year!!
• OKA’s Motivation in Action – Training Site Launch (11/16/2009) – Read about OKA’s new Reversal Theory training programs, including a free website introducing the theory at www.reversaltheory.net and a web-based skillshop for trainers and consultants.
• Hello from OKA — Type Trainer’s Skillshop, EQ-i, & a cool freebie (10/6/2009) – This newsletter is about two tools that help us to know ourselves and get along better with others. Learn about some different ways to present type effectively, and about the EQ-i, and how emotional intelligence is influencing compelling and effective professional and personal development efforts.
• Hello from OKA — Portraits of Jung Type Behavior, EQ-i, & Generations (8/21/2009) – Learn about OKA’s newest type tool, and read a case study about how we recently used that tool with clients. Read also about our upcoming EQ and Generations classes.
• Hello from OKA — EQ-i, APTi, Master MBTI, & Trainer vs Tool (7/10/2009) – For trainers and consultants who are asked about the Return on Investment (ROI) for the tools they use, consider these thoughts from Hile Rutledge. Also read more about the EQ-i and OKA’s upcoming presence at APTi in Dallas this August.
• Hello from OKA – Generations, Diets, and EQ-i (6/1/2009) – OKA launches our Generations and Type training and products, introduces a new book on type and diets, previews a September class with Otto Kroeger, and provides a sneak preview of our new EQ offering.
• Hello from OKA – Continuing to Expand Your Toolkit (4/23/2009) – OKA previews our Generations and Type training program and products, and reviews key elements of temperament theory.
• Hello from OKA – and New Product News Flash! (2/24/2009) – Learn about the new Self-Guided version of OKA’s popular MBTI/Type Trainer’s Skillshop.
• Happy Valentine’s Day from OKA (2/12/2009) – Access excerpts from “6 Ways to Love Your Lover” and read about our sale on this great relationship book. Also, learn more about Reversal Theory, a powerful tool for understanding motivation and emotion.
• Happy Holidays from OKA (12/15/2008) – Read about OKA’s new downloadable products, a January Open House, and an essay about Santa Claus, archetypes and type.
• Check-In from OKA – A Final Election Reflection (10/30/2008) – Our final thoughts about Election 2008, and how type reminds us of the connections between each of our strengths and weaknesses. Also, read a little about Reversal Theory, a powerful theory of motivation and emotion.
• Check-In from OKA – T-F Decision-Making and Election 2008 (9/13/2008) – Read Hile Rutledge’s thoughts on how the T-F decision-making function impacts our debates about Election 2008.
• Check-In from OKA – With New Type Applications (7/16/2008) – Learn about “Type and Project Management,” our “Finding Typological Balance” CD, and access two MBTI handouts for your groups.
• Check-In from OKA and an Election Update (5/19/2008) – Learn about the conceptual tool of archetypes, and OKA’s training program for the PMAI.
• Check-In from OKA and Leadership Note from Hile (4/2/2008) – Read about our new MBTI slides, a type exercise to use with your clients, our “Using Type Lenses” class, and a leadership note from Hile Rutledge, CEO.

Note: We update our website frequently, so links in older newsletters may not work. Want to learn more about our news? Give us a call at 703-591-6284.

Let us know what you would like to see in future newsletters!

Follow OKA’s Twitter feed at @OKATypetalk for our latest events and links to new articles, resources, classes, and products.

Generations and Type (MBTI^®) Training

Workshop “At A Glance”

• Length: 1 Day
• Location: Fairfax, VA
• Class begins at 8:30 AM and ends at 5 PM.
• To take Generations and Type, participants must know their own type preferences and have taken Generations: Boomers, Blackberries, and Tweets, which is always scheduled the day before Generations and Type.

Workshop Description

Boomers, Blackberries, and Tweets establishes the differences between the generations and the conflicts and tensions that often arise when these generations clash or struggle. This one-day, follow-up workshop utilizes type and the MBTI as tools to bridge these growing generation gaps, both covering type and generations data and modeling exercises and a training design that participants can then use with clients open to this advanced application of type.

Come learn how to use type, temperament and the MBTI assessment to help bridge the gaps that develop between the generations in the workplace. Using type preferences and groupings to get different generations to share with each other and negotiate more effective ways of working together, this class is a fun and fast-paced workshop that merges type with generational theory.

Workshop Objectives:

• Receive and use OKA’s Generations: Bridging the Gap with Type Workbook, written by Rita M. Murray and Hile Rutledge
• Explore the different ways in which type preferences and temperament styles make each generation both easy and challenging to deal with
• Experience exercises that use type to facilitate and promote cross-generational communication and understanding
• In small workgroups, engage in an extended case study that lays out specific organizational struggles, including both type and generational data for use in both diagnosis and problem solving
• Derive an action plan for self-learning and workplace application of the program’s lessons.

Seven (7) CEs conferred toward MBTI Master Practitioner designation upon successful completion of this class.

Registration for BOTH Days

Boomers/Blackberries/Tweets (Day 1)
  AND
    Generations and Type (Day 2)
- March 15-16, 2012 in Fairfax, VA – $699

Boomers/Blackberries/Tweets (Day 1)
  AND
    Generations and Type (Day 2)
- June 12-13, 2012 in Fairfax, VA – $699

Boomers/Blackberries/Tweets (Day 1)
  AND
    Generations and Type (Day 2)
- September 25-26, 2012 in Fairfax, VA – $699

Registration for Day 2 Only (Generations and Type)

Please do not register using this option unless you can demonstrate that you have completed the prerequisite or equivalent of Generations:  Boomers, Blackberries, and Tweets.

Generations and Type (Day 2) - March 16, 2012 in Fairfax, VA – $425

Generations and Type (Day 2) - June 13, 2012 in Fairfax, VA – $425

Generations and Type (Day 2) - September 26, 2012 in Fairfax, VA – $425

General Information and Policies

Rescheduling Policy. You may reschedule one time only at no additional charge, but you must notify OKA in writing or email 14 business days prior to the start of the program, providing the registration has been paid in full. If the registration has not been paid in full, then full payment is required before a date transfer can be made. If you reschedule after the 14-day cutoff or have subsequent transfers, a fee of $100 will be due immediately for each instance.

Cancellation Policy. Cancellations must be received in writing 7 business days prior to the start of the program, and are subject to a $200 administrative fee. For one-day programs, the cancellation fee is $100. Cancellations after the 7-day cutoff and no-shows will forfeit 50% of the tuition. Materials are not refundable.

General Information. Fairfax, VA courses are held at OKA. You will receive specific information about class logistics after you register. We provide a continental breakfast and healthy snacks throughout the day; there is a refrigerator and microwave on site for your use. There are a number of restaurants and a drug store within walking distance. OKA is not a handicapped-accessible facility; we are happy to make whatever reasonable accommodations we can for our visitors.

This page lists two available trainings from Personal Strengths Publishing: the SDI Level 1 Certification Course required to administer SDI products, and the SDI Level 2 Certification Course for those wishing to take the next step.

About the SDI: The SDI^® (Strength Deployment Inventory^®) is a memorable way to enhance peoples’ ability to communicate more effectively and handle conflict more productively. It looks beyond behavior to describe the motives and values behind behavior — encouraging a level of understanding and respect for people of all personality types. In addition, the SDI offers an innovative approach to looking at interpersonal conflict and ways to turn it into a positive force for change.

• SDI Fact Sheet:  This one page fact sheet gives an overview of the SDI for potential clients. It explains the structure of the tool, and provides examples of how it can be applied with individuals and teams.
       
• Link to SDI Workshop Output: See group results from SDI exercises that OKA facilitated with client groups using the SDI. These clients selected the SDI because of its value in exploring different leadership styles. Contact OKA Consulting to bring an SDI workshop to your team and leaders! 

SDI Level 1 Certification Course:
Improve Relationships and Manage Conflict

About the Level 1 Certification Course: This course qualifies attendees to administer and give feedback on the SDI in an individual and team setting. Learn the key principles of Relationship Awareness Theory, the basis on which the SDI was developed. With this instrument, attendees will be able to seamlessly integrate relationship and conflict management skills into a variety of applications such as leadership development, team building, influence and communication.

Course Objectives:

• Identify the motivations behind the behaviors of yourself and others
• Train others in conflict management approaches that can reduce the organizational cost of conflict.
• Fully explain the four premises of Relationship Awareness Theory
• Train others to give positive, meaningful feedback based on personal strengths.
• Apply at least 10 participatory exercises from the Strength Deployment Inventory Facilitation Guide and other materials provided in the course.

Course Content:

• Administration and facilitation of the SDI
• Learn how to choose behavior and communication that achieves your intended result and encourages positive relationships with others
• Learn to identify the behaviors in others that might reveal they are in conflict
• Learn to confront conflict with others in a way that achieves results satisfactory to all
• Learn and experience kinesthetic exercises that aid in the understanding of concepts
• Learn SDI facilitation techniques in group and individual settings
• Discover simple methods of charting individual and group SDI results on the triangle
• Use SDI results with a group to explain changes in motivation during conflict
• Connect SDI learning outcomes to relevant topics in your areas of interest
• Practice facilitating SDI concepts and receive peer group feedback
• Gain confidence in guiding individuals to an understanding of their own SDI result

This two day class is offered by Personal Strengths Publishing (PSP) and is conducted at OKA’s training center in Fairfax, Virginia. Participants must complete the SDI instrument online as pre-work. Level 1 Certification is subject to successfully passing a post-workshop test. Registration is through PSP – look for the qualification classes presented by OKA in Fairfax.  Register at PSP (Leave OKA Site)

SDI Level 2 Certification Course:

About the Level 2 Certification Course: This two-day certification course is designed for those who want to move to the next level of Relationship Awareness. Building upon the foundation of Level 1 Certification, this course explores the SDI’s application in conflict management, performance coaching, comparative models, and relationship-based 360-Degree feedback. You will also experience the Feedback Edition^® and the Expectations Edition^® which add an interpersonal dimension to the SDI’s self-assessment. With our complete suite of inventories, participants raise their awareness of:

1) how they see themselves,
2) how others see them, and
3) what is expected of them.

Comparing the results of these inventories with results from the SDI can reveal opportunities to be more effective and have a higher level of satisfaction in a situation or relationship.  Take the next step in your SDI training while networking with fellow experienced SDI facilitators. (PREREQUISITE: The SDI Level 2 Certification Course is open only to those who are already SDI Level 1 Certified. We also recommend facilitating the SDI at least 5 times.)

• Location: OKA in Fairfax, VA
• Time: 8:30 – 5:00 each day
• Trainer: Tim Scudder
• Contact Personal Strengths USA for dates, pricing, and to register: 800.624.7347
• Lunch will be provided each day.

Register at CAPT (Leave OKA Site)

The Myers-Briggs Type Indicator^® (MBTI^®) instrument is administered over 2.5 million times a year and is considered the most widely used personality assessment of its kind. It is based on well-researched and validated personality theory with proven applications in a variety of fields, including:

• Organizational development
• Management consulting
• Personal coaching for executives and managers
• Leadership development and team building
• Counseling for individuals and families

The MBTI Certification Program is designed to equip you with the essential information and experience you will need to begin using the MBTI assessments. Upon successful completion of the course you will be able to purchase and administer both MBTI Step I and Step II assessments.

The four–day course curriculum includes:

• An overview of the theory of psychological type
• Exploration of the four dichotomous scales that result in the 16 personality types
• Common applications of the MBTI instrument when working with both individuals and organizations
• A skill-building session for giving basic type feedback
• Experiential exercises to reinforce participant learning
• Discussions of the ethical use of the Indicator

Tuition includes: a comprehensive notebook of program materials, including a CD ROM for introductory presentations; books required for the course—MBTI Manual, 3rd Edition; Introduction to Type, 6th Edition; Gifts Differing; MBTI Step II Manual; and Understanding Your Step II Results; a certificate of completion.

A long-time authority in MBTI training and consulting, OKA hosts several programs for CAPT, an approved provider of the MBTI Certification Program, at our training center in Fairfax, Virginia. These select programs are facilitated by Hile Rutledge, the President and Principal Consultant of OKA.

Register at CAPT (Leave OKA Site)

Use the PMAI^® (Pearson-Marr Archetype Indicator^®) and Archetypes to understand the story you are living.

We each see the world through the story we live. Our thoughts and actions grow from that tale. By recognizing our unique personal story, we can develop self-awareness which adds meaning and purpose to our lives.
The PMAI is the most respected assessment instrument available to clarify and distinguish the characters (or ‘archetype’) that are currently most active in your own story.

Archetypes also help you better understand others by recognizing that they see the world through the lens of a different narrative.

OKA’s Narrative Intelligence training helps you and your clients improve self-awareness:

• Take the PMAI assessment and use the results to assess your archetypes.
• Identify the roles your archetypes play.
• Understand your story.

Narrative Intelligence helps achieve actionable outcomes for better self-management:

• Learn to motivate others as leaders and team mates
• Improve relationships (work, family, friends).
• Expand your own personal possibilities and perspectives.
• Escape patterns and paths which limit you.
• Recognize and appreciate the differing journeys of others.

This one-day training provides professionals with the archetype tools needed for administration and interpretation of the PMAI instrument, for use with clients, employees, students, and others.

Training Objectives:
   1. Describe and learn to recognize the twelve defined archetypes and to use
      their characteristics to leverage self-awareness, growth and change.
   2. Explore what each narrative looks, sounds and feels like—personally and from
      the outside
   3. Apply archetypes to a number of professional case studies
   4. Practice interpreting and giving one-on-one feedback on the PMAI

Tuition Includes:
One day workshop, notebook of workshop materials; PMAI instrument; and Introduction to Archetypes workbook; Certificate of Completion.

Sample Class Exercise.
Each workshop participant is asked to examine the 3 or 4 archetypes to which they feel most connected and answer the following: “When I am being guided by this archetype: What does it feel like? What motivates me when I am there? What does it look and sound like?” Link to Class Output.

Registration for PMAI^® (Pearson-Marr Archetype Indicator^®)

This one day class is taught by OKA President, Hile Rutledge.

Currently there are no upcoming dates scheduled for this training.
For further information contact Gina.

May 16-17, 2012 in Fairfax, VA – $1,599

You may also be interested in the follow-up course: Leading With EQ on May 18.

July 17-18, 2012 in Fairfax, VA – $1,599

You may also be interested     in the follow-up course: Using the MBTI & EQ Assessments on July 19.

Sept 18-19, 2012 in Fairfax, VA – $1,599

Dec 17-18, 2012 in Fairfax, VA – $1,599

Preview Emotional Intelligence (EQ-i^®) Coaching Session

Want a preview of the EQ-i before deciding to sign up for certification? Order the item below to receive instructions for taking the EQ-i and getting feedback over the phone. If you decide after the feedback session that you want to attend a certification workshop, the coaching fee will be deducted from your registration fee.

EQ-i Coaching Session – $308

General Information and Policies

Rescheduling Policy. You may reschedule one time only at no additional charge, but you must notify OKA in writing or email 14 business days prior to the start of the program, providing the registration has been paid in full. If the registration has not been paid in full, then full payment is required before a date transfer can be made. If you reschedule after the 14-day cutoff or have subsequent transfers, a fee of $100 will be due immediately for each instance.

Cancellation Policy. Cancellations must be received in writing 7 business days prior to the start of the program, and are subject to a $200 administrative fee. For one-day programs, the cancellation fee is $100. Cancellations after the 7-day cutoff and no-shows will forfeit 50% of the tuition. Materials are not refundable.

General Information. Fairfax, VA courses are held at OKA. You will receive specific information about class logistics after you register. We provide a continental breakfast and healthy snacks throughout the day; there is a refrigerator and microwave on site for your use. There are a number of restaurants and a drug store within walking distance. OKA is not a handicapped-accessible facility; we are happy to make whatever reasonable accommodations we can for our visitors.

Using Type with Managers and Leaders

Register at CAPT (Leave OKA Site)       

Enhance your expertise and skills in using the Myers-Briggs Type Indicator^® (MBTI^®) personality assessment for developing successful leaders. Type provides a powerful template for understanding how people lead and whom they will follow. Build onto your type foundation with this one-day class that enhances your ability to use psychological type to develop leadership—in yourself, others, and organizations. This workshop teaches participants to help managers and leaders identify challenges, make decisions, motivate others, and lead change.

Course Topics:

• Apply psychological type to leadership and communication styles
• Use type to improve decision making
• Practice behaviors that create more productive meetings
• Explore leadership style preferences and type dynamics
• Analyze leadership teams

This one day class is offered by OKA and the Center for Applications of Psychological Type (CAPT). Registration is through the CAPT site; the class is taught by OKA President & Principal Consultant, Hile Rutledge.

Register at CAPT (Leave OKA Site)

Using Type in Coaching

Register at CAPT (Leave OKA Site)       

Learn how to integrate psychological type into your coaching practice. By using the Myers-Briggs Type Indicator^® (MBTI^®) instrument, consultants can help clients equip themselves with the tools, knowledge, and opportunities to become more effective and successful leaders. The course identifies the various roles of a coach and offers practical tools, tips, and a model for effective coaching.

This advanced MBTI workshop examines how the different MBTI types like to be coached. Learn the change strategies preferred by each type, what each type does to resist change, and how the type of the coach influences the coaching process.

Course Topics:

• Definition and strategies for coaching
• Practical tools, tips, and a coaching model
• Skills and strategies for developing coaching sessions
• Type dynamics and development
• Sample client and coaching worksheets and
• Information on contracts, client assessment, and 360-degree feedback

This one day class is offered by OKA and the Center for Applications of Psychological Type (CAPT). Registration is through the CAPT site; the class is taught by OKA President & Principal Consultant, Hile Rutledge.
Listen to an audio clip about Using Type in Coaching.

Register at CAPT (Leave OKA Site)

Building Teams with Type

Register at CAPT (Leave OKA Site)       

Many practitioners use the Myers-Briggs Type Indicator^® (MBTI^®) assessment as a surface tool, considering only four letters and a handful of predicted behaviors. Though such uses can be helpful, psychological type is an intricate system that produces powerful insights into the structure and dynamics of individuals, work groups and organizations. Building Teams with Type aims at experientially exploring type’s complexities and effective applying the theory with teams and organizations.

This two-day hands-on workshop assists practitioners in designing group learning and team-building programs that are tailored to the individual needs of the client. The class is taught in a small group, laboratory-like format, combined with lecturettes and discussions that draw on the broad experience of participants. The workshop culminates in the design of a team-building session based on a case study that integrates all the workshop information.

Workshop Outcomes:

• A helpful framework clarifying how type enables and disables teamwork
• Effective team building and type exercises
• Case examples showing MBTI designs and results
• Exploration of type and consulting issues
• Direct experiences of the impact of type on teams
• Opportunities for type-related feedback from peers and instructors

This two-day class is offered by OKA and the Center for Applications of Psychological Type (CAPT). Registration is through the CAPT site; the class is taught by OKA Chief Executive Officer, Hile Rutledge.
Listen to an audio clip about Building Teams with Type.

Register at CAPT (Leave OKA Site)