The Values Toolkit: Application Manual for The Owner's Manual for Values at Work

By Pierce Johnson Howard

This book is an update of the values clarification literature of the 1970s in the works of Simon, Howe, Kirschenbaum, Harmin, and Hawley. Originally intended for use in the classroom, this work both updates the content to the current scene and applies it to the world of work. It includes eight scripts that cover team building, employee moti

• Language: English
• Publisher: Center for Applied Cognitive Studies
• Release date: May 2, 2016
• ISBN: 9780692699881

Book preview

"The Values Toolkit is the ideal complement to the Owner’s Manual. Dr. Howard provides useful learning and development, consulting, and coaching tools that are ideal for personal and professional use at the individual and team levels. Each resource is presented in a way that can easily be applied or adapted."

John L. Bennett, Ph.D.

Associate Professor; Director, M.S. in Organization Development and Coaching Programs

McColl School of Business, Queens University of Charlotte

With his usual wit, charm and extraordinary insights, Dr. Pierce Howard has taken on the difficult topic of values and turned it into a book that is clear, comprehensive and a significant contribution to the literature. Pierce challenges the reader in the conclusion, ‘Know who you want to be and make that who you are.’ This book is the perfect tool to do just that.

Judy Nelson, J.D., M.S.W., Certified Executive Coach

Redondo Beach, California

What a book! I wish I had it when I started as a manager. This would have been a great road map to manage myself and those around me. Pierce has a way of breaking down even the most complex topics into bite-size comprehensible pieces. I will share this with others in the industry. Thank you!

Ashley Lesko, Ph.D., Instructor

Harvard Extension School

"With an easy relaxed balance between personal examples and concepts, theory and application, work and life, Pierce Howard has created a well-organized values guide that is unlike any in the genre. This material stands alone, but it is not a thin slice. The Owner’s Manual for Values at Work integrates and aligns well with other topics that make us whole. Happiness, personality, and optimizing human performance are artfully woven into the values conversation to add layers to our understanding. Howard excels as both an expert and a writer. Perfectly orchestrated, beautifully done. A genuine pleasure to read."

Pamela Ey, Ph.D.

Founder, Center for Innovative Decision Making

"As if Dr. Howard's book The Owner’s Manual to Values at Work wasn't enough, Dr. Howard has developed a toolkit that provides pivotal support to the values research in his book. The activities and scripts outlined in the toolkit will facilitate the exploration and clarification of individual and organizational values—a practice that is essential to the health and sustainability of organizations."

Liz Leal Conrad, Learning and Development,

Talkcampus; Amherstview, Ontario, Canada

"The Owner’s Manual for Values at Work is a masterfully comprehensive, compelling and important body of work. The model and companion elements are brought vividly to life by Pierce Howard’s poignant and personal narrative. Pierce Howard doesn’t just write, he elucidates with demonstrated mastery and a sometimes acerbic wit. The book and companion Toolkit are invaluable resources for practitioners. Combining the book, and tool kit with the WorkPlace Big Five helps us understand our true Self and others. This book will surely become the standard-bearer for this field."

Judy DeLuca-Ford

President of Managing Partners, Inc.

As amalgamated creatures, humans present a major challenge to scientific processes, especially concerning such indeterminate characteristics as desires and motivations. Pierce Howard rethinks earlier attempts at values clarification and injects his ideas into a most usable format for people at almost any level. By employing Dr. Howard’s process, one may certainly understand him/herself better, affirm their values, and/or utilize the suggested techniques to make desired, fundamental changes to deeply held life patterns. In any event, it can be of seminal use for personal and professional growth. Creating such a practical tool from theoretical constructs denotes genius.

J.C. (Ted) Troutman III, D.Min., Senior Pastor

Mt. Pisgah United Methodist Church, Greensboro, North Carolina

Ever the researcher with a commitment to application, Dr. Howard leaves no stone unturned when exploring the subject of Values at Work and delivers us a book that is comprehensive, insightful, personal, engaging, and highly applicable. Reading this book has transformed my notion of values from nebulous to sharp, from afterthought to front and center, from bland to exciting. As a practitioner, this new understanding has allowed me to complete, expand, and solidify my view of The Person as a living organism with a unique stable core and high potential for evolving and changing over time. If traits uncover our built in qualities, values provide us with a window into what’s important to each of us at a particular point in time. I now see that both of these perspectives are critical for sound decision making not only at work, but also in life. Thank you for enlightening us yet again, Dr. Howard!

Monica Vergara, President

Business Impact Associates, Grand Rapids, Michigan

"The Values Toolkit is full of thoughtful and useful exercises to help in the discovery, change, and maintenance of values for both the individual and team. A great companion piece to both the The CentACS Values Profile™ and The Owner’s Manual for Values at Work."

Mark D. Whitmore, Assistant Professor M&IS

College of Business Administration, Kent State University

I truly admire the work Dr. Pierce Howard has done with the series of books titled The Owner´s Manuals". This new book The Owner´s Manual for Values at Work is no exception. It is a thoughtful, comprehensive book about what we hold dear in our lives. What could be more important than knowing our purpose in life and what really matters to each one of us in this journey called life? Dr. Howard ´s book is full of insight, filled with profound knowledge as well as examples and practical information. I think this book is deeply needed in today’s world."

Martha Konigs, Partner, IIAD, Mexico City, Mexico

The Values Toolkit

Application Manual for The Owner’s Manual for Values at Work

Pierce J. Howard, Ph.D.

CentACS—Charlotte

The Values Toolkit: Application Manual for The Owner’s Manual for Values at Work

Copyright © 2016 by Pierce J. Howard

All Rights Reserved.

Printed in the United States of America

Permission to reproduce or transmit in any form or by any means, electronic or mechanical, including photocopying and recording, or by any means as yet uninvented, or by an information storage and retrieval system, must be obtained by writing to:

CentACS Press

4701 Hedgemore Drive, Suite 210

Charlotte NC 28209-2200

Phone [phone]

Fax [phone]

www.centacs.com

Library of Congress Preassigned Control Number

Howard, Pierce J.

The values toolkit: Application manual for The Owner’s Manual for Values at Work / Pierce J. Howard

Library of Congress Preassigned Control Number: 2015921185

ISBN 978-0-578-17538-6 (pbk)

The author may be contacted through

Center for Applied Cognitive Studies—CentACS

4701 Hedgemore Drive, Suite 210

Charlotte NC 28209-2200

704-331-0926 phone

704-331-9408 fax

[e-mail] or www.centacs.com

A CentACS Book

Design: Pierce J. Howard

Editing and indexing: Alix Felsing

Cover: Errick Dadisman

Art: Jeanne P. Barefoot

Production: Brittany Reynolds

Printing: Ingram

Font: Verdana

First Printed: March 2016

Preface

In the 1970s, I was immersed in the activities of the Values Clarification movement. The most popular volume of activities was Values Clarification, by Simon, Howe, and Kirschenbaum. We school staff development professionals used to chant Simon, Howe, and Kirschenbaum as though it were a new religious mantra. The activities helped students determine the maturity of their personal values. Then I moved to Charlotte, North Carolina, in 1987, and by 1990 I was far from the world of working with teachers and students. Yet I still wanted to use these activities in my work with adults in the workplace. There was only one problem—all of the activities were intended for use with schoolchildren.

In 2013, I decided to translate Simon, Howe, and Kirschenbaum for the 21st-century workplace. This Toolkit is the result. All you will find herein are scripts and activities—the theory underpinning them is laid out in The Owner’s Manual for Values at Work. They are meant to be used like a textbook and its companion manual of case studies and/or exercises.

Some comments on style:

1. We have resolved the thorny issue of referring to unspecified genders by eschewing the awkward s/he and his/her constructions. We prefer the singular their as proposed by the Manhattan Institute’s John McWhorter in his 2008 book, Our Magnificent Bastard Tongue. Hence, "The client who focuses on developing their values can grow professionally."

2. We have chosen to use the scientific footnote style for ease of reading. When citing a source, we list the author’s last name and the publication year, e.g., Howard (2013). To fully identify a source, refer to the Bibliography in The Owner’s Manual for Values at Work .

3. I use a mixed collection of style rules: Publication Manual of the American Psychological Association, The Chicago Manual of Style, and the Associated Press Stylebook .

4. We use abbreviations rather than page numbers. When worksheets are copied and distributed, page numbers that run continuously throughout the Toolkit would be confusing to workshop participants. Instead, I have arranged all of the activities alphabetically, with a footer that contains an abbreviation for the activity’s title, then a short version of the title, and then the page number within the activity, as in AC—Activity and Communion—1. The index uses the abbreviations in place of page numbers.

5. All scripts and most activities are original CentACS material. However, several have been adapted from other sources. From Simon, Howe, & Kirschenbaum (1972), I adapted Focus Interview (p. 171), -ing Name Tags (p. 174), Physical Values Continuum (pp. 94, 166), The Pie of Work (p. 228), Rank Order (p. 58), Sentence Completions (pp. 163, 166), Spread of Opinion (p. 127), Start, Stop, and Continue (p. 134), Things You Love to Do (p. 30), Values Coat of Arms (p. 278), Values Geography (p. 112), Values Grid (p. 35), and Values Voting (p. 38). From Raths, Harmin, & Simon (1966), I adapted 7 Steps to Clarifying Values: A Lecturette (Ch. 3 & 5). Full citations of these two sources are available in the bibliography of The Owner’s Manual for Values at Work. And from Reiss (2000), Career Checklist and Relationships Checklist (both around Kindle location 2830).

Thanks to colleagues who have read my manuscript and offered suggestions: Judy Nelson, Maria Teresa Gastón, Will Sparks, John Bennett, George Quek, Pam Ey, Emma Soane, Ashley Lesko, Judy De Luca-Ford, Liz Leal Conrad, Mark Whitmore, Monica Vergara, Martha Konigs, and Ted Troutman, and to the CentACS team for making it possible for me to take time to write.

I dedicate this Toolkit to Jane Ellen Mitchell Howard, my wife and partner. Jane, you are my ultimate value, all the activity I can handle, and a script guaranteed for happiness.

Pierce J. Howard

March 1, 2016

About the Author: Pierce J. Howard

I grew up in Kinston, North Carolina, the youngest of seven, and attended public schools before studying at Davidson College (B.A.), East Carolina University (M.A.), and the University of North Carolina—Chapel Hill (Ph.D.). While studying at Chapel Hill, I taught English at Chapel Hill High School and later at North Carolina State University in Raleigh. After my studies at Chapel Hill, I took a position as head of School Services at the North Carolina Advancement School in Winston-Salem—a special program for research and dissemination regarding underachievement among teenagers. It was during this stay in Winston-Salem that I began using Values Clarification concepts and materials. I moved to Charlotte, North Carolina, to teach and administer in a school-within-a-school at West Charlotte High School. Since that time, I have worked as an organizational consultant in a variety of settings around the world, while continuing to teach at Queens University of Charlotte’s McColl School of Business, the University of North Carolina at Charlotte, and Pfeiffer University at Charlotte. I have lived out my values with my wife, Jane; daughters Hilary and Allegra; acquired son, Will; and grandchildren, Liam, Stella, Rowan, and A.J. I am the author of The Owner’s Manual for the Brain (4th edition, William Morrow), The Owner’s Manual for Personality at Work (2nd edition, with Jane), The Owner’s Manual for Personality from 12 to 22 (with Jane), The Owner’s Manual for Happiness, The Professional Manual for the WorkPlace Big Five Profile™ 4.0 (with Jane), Professional Manual for the SchoolPlace Big Five Profile™ (with Jane), Professional Manual for The Values Profile™ (with Jane Howard and Emily Hansen), and Professional Manual for the WorkPlace Performance 360™ (with Jane).

At the Center for Applied Cognitive Studies, I devote most of my time to research, writing, and product development, mostly focused on the five-factor model of personality. I balance my professional life with model railroading (n-scale), playing chamber music, building models with grandchildren (next is a 19th-century schooner), singing in the choir (at Providence United Methodist Church), walking the incomparable streets of my Dilworth neighborhood, reading classics and lighter fare, indulging my gustatory senses through cooking and dining my way through the world’s cuisines, traveling with Jane and our family to the great national parks of the U.S. and to bucket list destinations around the world—from Petra to the Terracotta Army of Xi’an—advising students on research projects, attending professional meetings, attending family and school reunions, and, in general, staying young. In other words, I dress my elephant in ways that express my values.

About the Center for Applied Cognitive Studies (CentACS)

The vision of CentACS, the Center for Applied Cognitive Studies, is to optimize people through a global professional network. The company is the primary location of our work and research with the WorkPlace Big Five personality profile, which we developed. It is an information-based e-commerce company, developing and publishing materials, training and certifying consultants to use the Big Five, and conducting research to support the five-factor model of personality and other brain-related research designed to help people learn, work, and grow more effectively.

Managing Director Jane Howard, MBA, and I, as director of research, established CentACS in Charlotte in July 1986. At this writing, CentACS has nine full-time employees and a growing network of more than 5,000 certified and qualified Big Five consultants around the world, trained by us and by other CentACS master trainers. In 2014, we welcomed Lisa Struckmeyer as our business partner, and she has directed the day-to-day operation of the company since that time. In 2015, we welcomed George Quek of Distinctions Asia in Singapore as an investment partner and manager of our Asian network.

The mission of CentACS is to establish personality assessment and brain research standards for the 21st century by building a global network of internal and external consultants and international affiliate companies who use the five-factor model of personality, the Human Resource Optimization Model, and related brain research in their work. CentACS provides cutting-edge information, high-quality products, and support services through in-class and online certification and advanced training programs, learning conferences, valid and respected test instruments, online services, a scoring services bureau, consulting and selection projects for clients, and other resources.

The company primarily operates within the United States and has certified consultants located from California to New York, and from Florida to Wisconsin. Many Fortune 500 companies, medium to small companies, government agencies, university MBA and undergraduate programs, public and private high schools, and large and small consulting companies are customers of CentACS. Outside the United States, CentACS has master trainers in Europe, Asia, and Central/South America who work with the Big Five in their respective geographic areas.

For further information about how you may use the Big Five and other CentACS assessments (such as values and multi-rater feedback) in your school, organization, or in your work; or to contact CentACS or its affiliate companies; or to inquire how your organization may become an affiliate, please refer to the following information:

United States and all other countries not listed below:

Center for Applied Cognitive Studies

4701 Hedgemore Drive, Suite 210, Charlotte, NC 28209-2200, USA

Contact: Optimization Officer Lisa Struckmeyer

Telephone: [phone]

Toll-free in the US: 800-BIG-5555

Fax: [phone]

Email: [e-mail]

Website: www.centacs.com

The Values Profile™, The WorkPlace Big Five Profile™, The SchoolPlace Big Five Profile™, and The Workplace Performance 360°™ project set-up form and related products and materials are at www.centacs.com.

Additional copies of this book are available through CentACS or through Amazon.com, and are available as an e-book through iTunes.

International Contacts and Master Trainers:

Brazil: Fernando Cardoso, Integraçaõ

China, Hong Kong, Indonesia, Malaysia, Singapore: George Quek, Distinctions Asia

India: Jayant and Chatura Damle, Chatur Knowledge

Japan: Nori Furuya, IBG Network

Mexico: Roberto and Martha Königs, IIAD

Nordic/Baltic Region: Jarkko Rantanen and Hilkka-Maija Katajisto, WorkPlace Finland

Table of Contents

The Values Toolkit:

Application Manual for The Owner’s Manual for Values at Work By Pierce J. Howard, Ph.D.

1. The Values Toolkit—Activities from A to Z and Beyond

a. Agency and Communion—The Interpersonal Circumplex (AC) ¹

b. Balance Among Values (BAV)

c. Border Crossing (BC)

d. Career Checklist (CC)

e. Careers and Values (CV)

f. Definitions and All That (DAT)

g. Determining Your Values Style (DYVS)

h. Focus Interview (FI)

i. Hat Rack (HR)

j. Individual Values Plan (IVP)

k. -ing Name Tents (INT)

l. Job/Successors Matrix (JSM)

m. Lecturette: The 16 CentACS Values (L16CV)

n. Mission and Values (MV)

o. Money Where Your Mouth Is (MYM)

p. Motivation Practices (MP)

q. Name Tag Values (NTV)

r. Name Your Passion (NYP)

s. 1-2-4-8, What Do We Appreciate? (1248)

t. Parking Lot (PL)

u. Physical Values Continuum (PVC)

v. The Pie of