The Psychology of Relationships: Clients, Employees and Vendors

In this ever-challenging world of building relationships, nothing is more important than the ones you establish around your business. Picking the right clients, negotiating with demanding people, understanding who belongs in your organization and building trust with your vendors. These relationships are key to the success of your business.

We will address how to make the right choices, how to navigate challenging ones and how to peel off the ones that are not aligned with your company.

Our session led by Barry Shulman, Talent Advisor and managment consultant.  Read more about Barry in his bio attached.   

This workshop is open to all members and their key team members.

Spaces are very limited, please register by May 15th.

Any questions? Please contact us at hello@leadersofdesign.com

Highlights

• Dinner at The Madrona, owned and designed by fellow Leaders of Design member, Jay Jeffers
• The workshop will be held at the offices of Sandra Jordan Prima Alpaca
• Full day curated tour of Healdsburg it's gastronomy, artisans, art and architecture.

All business theorists, management consultants, I/O psychologists, and workplace experts agree that "ninety percent of business problems are people's problems." Business owners consistently struggle to understand their people and how to manage and communicate with staff and clients effectively. They try to ensure teams work together efficiently and happily and strive to anticipate and prevent conflicts with clients, vendors, and staff. They wonder if they have the right people in the right seats or if their staff performance expectations are reasonable. When trying to scale their business and the pressure is on, owners are confounded by how to “get it right."

Join us June 4th through the 6th and learn why thousands of professional services firms and companies of all sizes in every imaginable industry regularly rely on science-based data and analytics to manage individuals, teams, vendors, and clients with precision and ease. Our presenter, Barry Shulman, has a degree in Sociology and Industrial & Organizational Psychology from Temple University and has been a Talent Advisor and management consultant for the past 35 years. After working for a Madison Avenue management consulting firm that placed communication, marketing and crisis management executives in global corporations, he relocated to Palo Alto. He quickly scaled a consulting firm supporting abrupt growth companies like Levi Strauss, Apple, Yahoo!, Microsoft, and Intel, and worked with owners and executive teams, helping build and create organizational structures for hundreds of newly formed startup companies. Recognizing trends on why some companies thrived and others failed, he learned how data and analytics play a crucial role in whether a company sails through the scaling process with little to no turnover or painstakingly trudges forward battling morale and retention issues. Currently, Barry belongs to an elite group of fifteen globally recognized Premier Certified Partners and Master Trainers with the world’s gold standard in workplace data & Analytics, the Predictive Index (PI) - a sixty-year-old workplace assessment tool that has completed over 60 million workplace surveys and is used by thousands of companies globally in 50 different languages. He regularly speaks at industry events and symposia and consults with hundreds of companies, helping them optimize their talent and understand why people behave like they do.

In advance of our meeting, Barry will give us the opportunity to personally take a brief 4-6 minute survey to test drive the Predictive Index tool. He’ll also allow us to give the brief survey to a couple of our management team executives so that, as a group, we can do a real-time “case study” with a few member firms experiencing relationship issues, all to illustrate how we can optimally take control of people management to push our business strategy forward.  Everyone will walk away with greater clarity and multiple “a ha!” moments, understanding the psychology of relationships.

Logistics

Included with your registration: Three breakfasts, two lunches, three dinners, one-of-a-kind tour and a single occupancy room at Hotel Healdsburg as well as program content and transportation.

Schedule Outline:

June 4th:

5:00pm    Depart hotel for dinner at The Madrona

June 5th:

9:30am    Workshop at Sandra Jordan Prima Alpaca

4:30pm    Tour & Reception

6:00pm    Return to Hotel

7:15pm    Walk to Dinner at Tisza Bistro & Bar  

June 6th:

9:45am    Depart on foot hotel for '‘Discovering Healdsburg Tour'

4:00pm    Return to hotel

5:30pm    Farewell Dinner & Tour, Francis Ford Coppola Winery

June 7th:

Departures Begin

*Timing subject to change. A detailed agenda will be available closer to the start date