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Organizational Productivity & Effectiveness: it doesn't happen by accident 2.0


Total Credits: 2 including 2 CE Credit

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Categories:
Professional Development |  Professional Development - Agency Management |  Professional Development - Operations and Human Resources |  Professional Development - Planning and Strategy
Speaker:
Sara Bradshaw Ray, CIC, CKC
Course Levels:
Intermediate
Duration:
2 Hours
Expiration:
Access for 90 day(s) after purchase.


Description

Pre-pandemic, organizations were already facing changing consumer needs and expectations, talent management challenges due to generational differences in the workplace as well as shifting market cycles. The dynamic environment facing organizations today and beyond requires new approaches to productivity and effectiveness in order to continue to serve our industry's clients with excellence. This session will focus on raising awareness of the things that impact organizational productivity and effectiveness and introduce transformational concepts for maximizing opportunities to continue to serve our clients proactively and maintain healthy businesses in the future.

 Prerequisite Required Before Purchase

You must complete the Kolbe A Index assessment before watching this course.

Basic Course Information

Learning Objectives
  • Identify key factors influencing organizational productivity and effectiveness.
  • Recognize the role of individual skills and team dynamics in performance.
  • Apply knowledge of your individual Kolbe A™ Index results to improve personal productivity and reduce stress.
  • Understand the three parts of the mind—cognitive, affective, and conative—and the unique role conation plays in decision-making and performance.
  • Communicate more effectively by recognizing and adapting to the conative strengths of others.
  • Identify practical strategies to reduce friction, improve collaboration, and build strengths-based teams.
  • Apply Kolbe insights to everyday work scenarios, including leadership, hiring, delegation, and team dynamics.

Major Subjects
  • Understanding Conative Strengths and instinctive action
  • Overview of the Kolbe System™ and the Kolbe A™ Index
  • The three parts of the mind: Thinking (Cognitive), Feeling (Affective), and Doing (Conative)
  • Decoding and interpreting individual Kolbe profiles
  • How differing strengths impact team interactions, communication, and problem-solving
  • Strategies for aligning tasks, roles, and expectations with natural strengths
  • Real-world applications in agency leadership, hiring, and team development
  • Common misinterpretations and mistakes to avoid when using Kolbe results

Course Materials

Speaker

Sara Bradshaw Ray, CIC, CKC's Profile

Sara Bradshaw Ray, CIC, CKC Related Seminars and Products

Sr. Vice President of Strategic Initiatives

Big I Oklahoma


A third-generation insurance professional, Sara Bradshaw Ray, brings over 35 years of experience spanning agency ownership, company commercial underwriting, and cluster development. She is widely recognized for her deep understanding of agency operations and strategic leadership in a rapidly evolving industry.

As the founder of the consulting practice at Big I Oklahoma, Sara leads BIGiOK Consulting, one of only a handful of state association-based consulting groups in the country. Her areas of specialty include Executive Coaching, Strategic Planning, Operational Improvement, and leveraging instinctive strengths through her certification as a KolbeTM Consultant. Through this work, she equips independent agencies with the tools and insight to unlock performance, lead with purpose, and position for growth.

Sara is also the visionary behind MyNetwork, an international learning network for women in insurance leadership. Now in its 11th season, MyNetwork offers facilitated mastermind groups designed to equip, empower, and enhance the lives of female leaders through virtual programming, peer exchange, and executive
development.

A sought-after speaker and writer on leadership and organizational effectiveness, Sara brings insight with authenticity. When she's not coaching or facilitating growth conversations with agency leaders, she's soaking up time as a devoted wife, proud mom of adult twins and their spouses, and adoring "Grammy"; to two grandchildren. A citizen of the Cherokee Nation, she's also deeply rooted in her faith and community in Stillwater, Oklahoma.


State Specific Details

State Approval Information Details OK - This course is approved for 2 hours of credit - # 6000146734

Basic Course Information

Prerequisites

 Prerequisite Required Before Purchase

You must complete the Kolbe A Index assessment before watching this course.


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