Programs
Core Concepts
The concepts illustrated here and described below form the core competencies at the center of the work of Patricia Katz and Optimus Consulting. For a formatted version, download pdf Core Concepts — Training.
Scanning
- Broadening perspective & world view
- Recognizing forces and pressures
- Analyzing impact of environment
- Understanding influence of trends
Self Understanding
- Clarifying values & uniqueness
- Surfacing beliefs and assumptions
- Identifying behavior styles, learning, time & pace preferences
- Challenging self talk
Visioning
- Clarifying purpose and direction
- Generating choices and options
- Synthesizing optimal approaches
Strategizing
- Setting goals and targets
- Planning projects
- Choosing priorities
- Setting boundaries, targets & ratios
- Scheduling
Task Sharing
- Delegating — assigning & sharing responsibilities
- Recruiting
- Negotiating load
- Building collaborative capacity
Communicating
- Presenting ideas clearly and concisely
- Crafting/outlining a message
- Dialogue (balancing advocacy & inquiry)
- Soliciting and giving feedback
- Sharing information
- Leading & participating in meetings
- Facilitating discussion/planning
- Launching task forces and committees
Organizing
- Streamlining processes & procedures
- Dejunking materials & spaces
- Choosing & using tools & systems
- Applying technology effectively
- Managing information
Learning
- Capturing & applying insights in action
- Integrating learning into workplans
- Creating self-directed learning opportunities
Energizing
- Maximizing energy gains
- Minimizing energy drains
- Ensuring self-care
- Incorporating renewal activities
Appreciating
- Cultivating mindfulness
- Savoring — appreciating everyday value
- Celebrating your own successes
- Recognizing the contributions of others
- Strengthening relationships & alliances
