MTCR is a leading company in the development and manufacturing of a broad range of custom hardware solutions. The company prides itself and is well known for being refreshingly honest and straightforward in its dealings with customers and employees, and in its ability to deliver difficult projects on time. Sally has been a senior manager at MTCR for four years and leads a team in the custom services area of the company. In a recent 360-degree survey, Sally scored above average (at the 70th percentile) in the competency, Inspires and Motivates Others to High Performance. Her report also indicated that her manager, peers, and direct reports saw this competency as a critical one for someone in her position. Some of the written comments in her survey indicated that if she demonstrated and applied this competency more often, it would have a significant positive impact on her success on the job. For these reasons, she’s focusing her personal leadership development over the next year on this competency.

David is one of Sally’s direct reports who has worked at MTCR for more than nine years and whose historical performance has been excellent. It’s generally known among the team that David doesn’t have as strong a technical background as most of his colleagues. At the same time it’s also well known that he has a very efficient work style and puts in any extra hours needed to meet personal and team goals. He transferred from a different group and joined Sally’s team almost two years ago.

Unfortunately, David has had several performance setbacks on the job over the last three months. One of them revolved around some critical missed assignments and late deliveries. Sally had assigned him two projects with some stretch goals that were not easy for David to hit, but had made those assignments specifically to give him development opportunities he had requested. This approach was typical for her, as she generally has a positive approach and displays confidence in her team members. She had worked together with him on his plans, and had checked in regularly with him during the weeks leading up to the delivery dates. Each time she was assured by him that everything was on track. These were very visible failures that ended up impacting the performance of Sally’s entire team. The other setbacks were related to workplace confrontations he had at different times with several of his teammates following the missed assignments.

Sally has met often with David during these last few months. She moved quickly to call out his missed responsibilities and improper behavior, wanting to be clear to him and the team that she was holding him accountable for his actions. She interviewed David’s teammates to get their understanding of what happened and the impact these situations were having on them and the team. She’s also spent a good deal of time with David to get his perspective, trying to understand what’s been behind David’s unusual behavior and to help him get back on track. During her meetings with him, she sometimes downplayed the seriousness of the situations in order to make him feel better about himself.

During Sally’s coaching meetings with David over the last two weeks, she learned that there are several things that are likely contributing to David’s recent performance issues. He shared some personal financial and family issues that clearly have him worried. He’s also concerned about some process and role changes on the team that Sally instituted a few months ago that have caused changes in his day-to-day work responsibilities.

David has accepted Sally’s feedback and recognized and taken responsibility for his actions. Although his personal issues are improving, they’re still an obvious worry to him. He’s also clearly stuck on how to handle the changes in his job. One of Sally’s greatest concerns is how to get this formerly excellent performer back on track and contributing more, despite David’s obvious discouragement and lack of confidence.

Questions:

1. We have read much about leadership style, traits, adaptability, development, etc. this semester. Drawing upon your learning, do you agree or disagree with Sally's leadership of David? Explain your response with a thorough discussion.  

2. Given the three theories of management, what advice will you give Sally to motivate David to perform at his best and deliver what is expected of him?

3. If you were David, how will you respond to Sally’s advice?