LEADERSHIP TRAINING

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Collection: 
Document Number (FOIA) /ESDN (CREST): 
CIA-RDP80-00473A000800010012-4
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RIPPUB
Original Classification: 
K
Document Page Count: 
38
Document Creation Date: 
December 12, 2016
Document Release Date: 
November 5, 2001
Sequence Number: 
12
Case Number: 
Publication Date: 
August 13, 1976
Content Type: 
MF
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Approved For Release 2001/11/20: CIA-RDP80-00473A0 Training Blake Director for Adainiatration 5454 1s/ John F. Blake John V. IIia a tt DDA 76-40 1A 76-4099 Mss to DUA fr D f OT u ; Leadership Training, dtd 13 August 1976 Distributte Original LmI wfcrg of Att ER w/o at t .DA Subject r/cy att DA Chrono w/o att Jp ch n* w/o att DDA : JFB aka der (20 August 1976) Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Han Services Division of' . Chief of the Psyc olo i bees coordluated with boa boon roper d Office of Traini:H ; matters. 11t the p observations and other all,led sivc to certain of you 76-4096 Ausust 1976 araaaag to ae, is rea+o DD/A jistry Approved For Release 2001/11/20: CIA-RDP80-00473A0V6$60010l t+"aEMORANDUNI FOR: Deputy Director for Administration FROM : Harry E. Fitzwater Director of Training SUBJECT Leadership Training REFERENCE . Memorandum from DDA to D TR; and u y , an DDCI's Handwritten Notes of 17 July 1976 1. It is most gratifying to have the support and interest of the DDCI and yourself in the leadership training programs as it demonstrates how important top management regards these undertakings for the Agency. 2. Mr. Knoche indicates his concern that we not put all our eggs in one basket by virtue of a single approach to leadership training. OTR's management training curriculum seeks to avoid concentrating on or even a bias in favor of one management training philosophy or technique. In order to be practical, we are working to increase the coverage in our training courses of the procedures which the super- visor or manager in CIA should know today--financial (budget and program call), personnel (PDP, APP, CSGA and PCR), and overall management (MBO). At the same time, we are continuing to examine in our courses managerial styles and the behavorial characteristics of subordinate xaminations follow a number of anrproa ip) add two new stimulating approaches, over and above ongoing programs such as the "Managerial Grid," "Problem Solving and Decision Making" as developed by the Kepner- Tregoe organization, and our own in-house products such as the "Management Seminar." OMS and OTR currently exercise joint responsibility for maintaining awareness and evaluating the potential of new approaches through the newly-created Leadership Development Group. Further, we OTR Registry 3 AUG 1376 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 continue to enroll senior and middle-level managers in a variety of external management programs including the Federal Executive Institute, the other Civil Service courses, and the management courses at Penn State, Harvard, Cornell, and other universities. 3. As indicated in paragraph 2 of the reference, the DDCI's second point poses a particularly profound question: how do we in CIA confront problems of balancing the need for 'Mold creativity" with the need to be "ethical, proper and legal?" It seems to us that a several-fold approach would be best--one which builds on some of the ongoing activities and perhaps expands selectively. a. "Leadership Development Course": As noted above , t i s course- Is nowg Tev aped and will be conducted jointly by OMS/PSS and OTR/MATB. It provides an excellent framework in which to deal concurrently with creativity and restraints. The course uses an eight-phase model for bringing about change and dealing with problems. The first phase is "assessment" in which the decision maker/planner/manager gathers all relevant available information including such factors as the psycho-social milieu, the organization's cultural ethos, legal restrictions, availability of resources, and others. In developing and applying this phase of the course, the joint OMS/OTR staff will bear in mind Mr. Knoche's concern. C. Other Courses: We believe that the subject matter enveloped y Ir. Knoche's point goes beyond management training and is worth empha- sizing in other courses. These, quite obviously, Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 AIproved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 include operations training such as the "Operations Course" and the "Senior Operations Course," and general offerings such as the "CIA Senior Seminar," the "Midcareer Course," and "CIA Today and Tomorrow," as well as the newly-revised orien- tation course, "Introduction to CIA" (replacement for the "Intelligence and World Affairs" course). As you know, these courses include a variety of guest speakers drawn from top Agency manage- ment, the Office of General Counsel, Office of Inspector General, and Comptroller. As feasible, these speakers will be encouraged to cover various aspects involved in Mr. Knoche's equation. 4. In addition to the above initiatives, it seems to us that there is still a good deal of substantive ground to be plowed. Answers to the issues conjured up by Mr. Knoche's question at this point are partial or just emerging. Probably classification of the legal restrictions centering around Executive Order 11905, while by no means fully apparent, will prove to be easier than issues arising in the ethical area or in terms of what is "proper" in today's climate. One way of assisting the Agency to get a better handle on this area might be to bring together a number of our top managers and livelier thinkers in "symposium." The symposium would be conducted under the auspices of the Center for the Study of Intelligence, as discussed with you in our MBO sessions, We would envisage a series of talks and/or papers, hopefully well-defined and certainly commissioned well in advance, and delivered over a two-day period in this building, or in Headquarters. In launching such an effort, we think that the somewhat intangible and sensitive nature of these problems would make it imperative that Mr. Knoche, at a minimum, fully endorse this undertaking, and preferably participate in it. We would look to the results of such a symposium to provide bench-marks for the Agency and give the kind of substantive inputs needed to deal with Mr. Knoche's question in our training program. Distribution: O & 1 - Adse I - D/MS I - C/PSS/OMS STATINTL Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 STATINTL Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20: CIA-RDP80.-0047 %q&VO10012-4 ADMINISTRATIVE - INTE9 10 AUG 1976 MEMORANDUM FOR: Deputy Director for Administration STATINTL FROM Chairman, Leadership Development Group VIA : Director of Training Director of Medical Services SUBJECT : Leadership Development Group 1. The Leadership Development Group met for the first time on 30 July. We reviewed our responsibility for main- taming oversight of the Leadership STATINT Development Course an or ensuring on ese two programs STATINTL are properly integrated into, and draw upon, ongoing activities in both OMS and OTR. STATINT 2. The Group discussed the selection and a ointment of members of the joint OTR/OMS Working Group. suggested that, as the Working Group's main thrust will be in the field of management training, it would be preferable to have the chairman be someone from the training side. ST TINTL Accordingly, is designated chairman and members will be name? from t e Psychological Services Staff, OTR's Management and Administrative Training Branch and, as required for the tasks of the Working Group, from other organizational elements. 3. The Leadership Development Grou discussed criteria for selection of attendees for the and the STATINTL Leadership Development Course (the course to a based on the ST TINTL work of the These criteria are forwarde erewith for your review: a. is the most advanced program offered by CIA tor its senior managers and executives who are in positions of managerial, as contrasted with staff, responsibility. It is designed especially for the heads of Agency components (offices, divisions, ADMINISTRATIVE - INTERNAL USE ONLY Approved For Release 2001/11/20 CIA-RDP80-00473A000800010012-4 Approved For ReleasR j( ligltlgi f q ?p(L4 0Qp 0010012-4 senior staffs and independent offices), their deputies, and senior officers in other key assign- ments from throughout the Agency. As a minimum, participants should be grade GS-16 and have at least one year's experience in an assignment of significant managerial responsibility. In addition, participants should have three years or more service remaining and be pointed in their future careers toward positions of manage- ment. b. Leadership Development Course: This course is forma. le-leve managers(GS-13 thru GS-1S) who have a high potential for advancement. It is designed especially for branch and section chiefs and for staff officers who have super- visory responsibility. Participants should have had at least one year of supervisory or managerial experience and a minimum of ten years remaining service. ST,,N TI NTL 4. will be visiting the Agency on 30 August under his consultative arrangement with OMS. We are in the process of developing a schedule in order to take full advantage of his presence. The Leadership Develo ment Group will meet in the morning with to exchange views for utilizing the ideas conta ne in his seminar more effectively in the Agency. In the afternoon we are planning to invite past participants Distribution: O &1 - Adse l - D/MS 1 - DD/MS 1 - C/OMS/PSS 1 - DTR for an exchange of views with follow-up alternatives to the ld you be interested and should e would be happy to arrange a STATINTL Approved For ReAM~ 0141 JJ 0:Cjl ~l 0 ,,4 Q00800010012-4 Sf)?fr Y?.d For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved F '1'LL2q 1-JD O '~ 14000800010012-4 ii..o'il DDA 76-3598 20 July 1976 MEMORANDUM FOR:` .Director of Medical Services Director of Training FROM . John F. Blake Deputy Director for Administration SUBJECT 1. Attached is the Routing and Record Sheet (Form 610), dtd.17 July 1976, with notes from the Deputy Director of Central Intelligence, which forwarded to him our position paper on proceeding with both the 2. the DDCI's paragraph 1 speakes for itself. His paragraph 2 presents a new tasking--and an interesting one. It appears to me that a paper jointly prepared by the Office of Training and the Office of Medical Services is in order. In deed, other components such as the Office of General Counsel perhaps also should participate. I ask that Mr. Fitzwater take the initiative, in concert with the Office of Medical Services and other of his choosing, to develop a prospectus. I would like to receive the prospectus by Tuesday, 31 August. STATINTL STATINTL Distribution: Original - D/OMS w/Orig Att Att D/TR w/c u DDA Subject w/att & background 1 y - (DDA 76-3428) 1 - DDCI w/Att 1 - DDA Chrono w/att I - ER w/att 1 - JFB Chrono w/o att DDAeJFBlake:der (20 July 1976) Approved For Rplea$e 2,Q11/11/~i'E.R>0-t;A000800010012-4 ~Jt ,~W~~y ao?.- 6eWa.tidi~cix i osia:r~~Wli - STATINTL Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 DDA 76-3428 12 July 1976 MEMORANDUM FOR: Director of Training Director of Medical Services FROM John F. Blake Deputy Director for Administration SUBJECT REFERENCE Memo to D/OTR and D/OMS from Mr. (OTR) and Dr. (OMS., date 23 June 1976; Same a ec S 1. 1 am grateful to the personnel of your respective Offices who have spent considerable time over the last year or so in studying the programs of and working with the ersonnel of both STATINTL STATINT TATINTL STATINTL 2. The proposal that you submitted to me in referent memorandum of 23 June 1976 is a result of much experience with both institutions and, I believe, presents us with a good programmatic basis upon which we can now proceed. 3. The recommendations submitted, i.e., to conduct two runnings per y r a rou of 21 people each with the assets of the and, to continue working with the for the STATINTL purpose of undertaking t e eve opmen o an g ncy in-house version are approved. Additionally, the two requirements to guide the implementation of the approval, i.e., the designation of a Leadership Development Group along with the creation of a joint OTR/OMS Working Group are also approved. ship Development Group would consist of and In our discussion of this matter we agreed that the Leader- STATINT Mr. is appointed ite duration. As a matter STATINTL Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 of first priority I would like the Leadership Development Croup to interest itself in the following matters: a. Selection and appointment of members of the OTR/OMS Working Group to assist in implementing actions consistent with the direction provided by the Leader- ship Development Croup. b. Address themselves to the i ria for selection and attendance at c. Formulate policy guidance to develop Agency-based course aterials to relate the principles of the course STATINTL more effectively to the Agency, uc Agency-based materials may also be necessary for the in-house version of the course of the John F. Blake Distribution: Original - D/CTR. D/OMS DDCI l - rIR DDA Subject DDA Chrono - JFB Chrono DDA:JFBlake:der (12 July 1976) Approved For Release 2001/11/20 CIA-RDP80-00473A000800010012-4 25X1A Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Next 1 Page(s) In Document Exempt Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 I-) July 1'976 ~O~itM"' DUM FOP. Director of Training Iiractor of 'edi.cal Services John P. Blake -o nity Director Ad ainistration STATINT Memo to D/OTR and D/O { OTR) and 23 June i STATINT STATINTL i th 4.OO. she roposal that you submitted to me in referent of 23 June 1976 is a result of much experience stitutions an., I believe, presents us with a tic basis upon which we can now Proceed. 3 The recotuftendat ions submitted, i.e.. to conduct r year for a rou of 21 people each with STATINTL the assets of the any., to continue or c_ with t'e for the STATINTL Arpose of undertaking to eve open of an Agency innna--house ti,si vion of a Leadership Development Group along, wit ."a sign are approved. ,Adi tionally, the two requirements to 1- die One implementation of the approval, i.c., the cre tion of a Joint OTR/OM S Working Group are also approved. STATINTL lt, our .iscussion of this matter we agreed that the Leader-- ev lou . nt "roue would consist o and STATINT 1 am %=ratef i to the personnel of your have spent considerable Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 of first priority I would like the Leadership Development Group to interest itself in the following matters: a. Selection and appointment of members of the OTR/OMS Working Group to assist in implementing actions consistent with the direction provided by the Leader- ship Development Group. h. Address themselves to the criteria for selection and attendance at both and c. Formulate policy guidance to develop Agency-based course materials to relate the principles of the course more effectively to the Agency. uc Agency-based materials may also be necessary for -s sion of the course of the /s/john. f. Blake John F. Make Distribution: Original - D/OTR 1 - D/OMS 1 - DDCI 1 - 1R 1 - DDA Subject 1 - DDA Chrono 1 - JFB Chrono DDA:JFBlake:der (12 July 1976) Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 2 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 STATINTL Next 1 Page(s) In Document Exempt Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 T /! tie.j1Jtry - Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012- 23 June 1976 MEMORANDUM FOR: Harry E. Fitzwater Director of Training Charles A. Bohrer, M.D. Director of Medical Services FROM RN ice o- Training REFERENCE Memo to DDA from DTR, same subject, 21 April 1976 (OTR 76-6333) P P34 - yc o ogica ervices Staff Office of Medical Services ore an one hundred Agency officers as either participants or observers during the past two years. The referenced memorandum tasks us with reviewing this experience to determine what future use should be made of these resources within the overall context of Agency management training. We present our findings here in the form of (1) a set of evalua- tive conclusions about these programs; (2) a list of options with discussion; and (3) recommendations. 2. Evaluative Conclusions A. Both represent innovative approaches to leader- ship development of considerable merit. The programs are professionally sound. Their acceptability to par- ticipants is exceptionally high. Their relevance to the practical needs of Agency managers is impressive. Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 SUBJECT: B. They offer a unique contribution to the manage- ment training picture, not duplicative of ongoing efforts. C. They are complementary, not conflicting, in relationship both to each other and to ongoing training. D. While they both purport (and in our judgment, do) have hing to offer to. virtually all levels of manage- STATINTL ment, has greater payoff potential at lower and middle STATINTL levels, at more senior levels. STATINTL STATINTL E. The ipproach offers broad potential for in- house adaptations. It uses a learn-by-doing model resting heavily on group exercises and performance feedback, mediated by critical evaluation and supplemented by psycho- logical assessment data. As such, it requires skills largely within the repertoire of existing OTR/OMS expertise. F he - approach is a hand-crafted creation of Dr. and his associates, representing a distillation of their experience, philosophy, and perspective and bearing a heavy personal imprint. Presentation of this material by in-house personnel could not carry the same impact. Its transferability to in-house presenters is therefore limited. 3. Options STATI NTL (1) A. - options are essentially three in number: forget 1 runnings of the (3) continue in-house runnings on a Option (1) eliminates, and option (2) greatly re- duces, the high potential contribution of this Program to Agency managerial effectiveness. If more than a very few people are to benefit, cost considerations weigh'heavily toward the in-house group approach ($1300 per person STATINTL external, vs $18,500 plus - overhead for a group of 21 internal).- Option (3) leads to other options in the form of questions about frequency of runnings, who should attend, and who should provide what kinds of support. However, our experience to date provides sufficient guidance to it; (2) send a selected few individuals each Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 STATINTL ,SUBJEOppr reduce the practical options here considerably. A goal of two runnings a year for 21-man groups of the most senior-level people available makes good sense in many ;/respects. OTR is well equipped to provide excellent support to the Program, as it has done to the acclaim of all concerned for the two runnings to date. As a continuing effort, however, far more than housekeeping-level support will be required to optimize the potential benefits from this program. Serious attention is needed in at least three areas. First is in the selection of participants. In the words of a senior participant in the last running, "the course is impressive enough to warrant much greater centralized attention to the selection of people who'wi1l'attend it than is suggested by the cross section of people who attended the second running". Second is ,the__ri d_to develop Agency-based course materials to relate the principles of the course- moreeffectively to the Agency .experience. Third is the need to explore the possibili- ties for follow-up, reinforcer follow-ons, refreshers, spin-offs, and the like which can enhance, extend, and measure the effects of the Seminar experience. These are all tasks requiring professional effort and oversight of a continuing sort. OTR and OMS personnel, working together, can best handle them. B. options are likewise three in number: (1) forget it; (2) send individuals on an individual or group basis through the program ($7,000 forSTATINTL a 12-man group); or (3) working o e y wl the Center, undertake the development of an Agency in-house version- of the Program. The scope of option (2) is limited by the charter and resources of the Center, whose basic commitment to research and dissemination of new knowledge and method- ologies restricts their capacity to accept obligations for continuing, repetitive service functions. While these limits fluctuate, it is unlikely that the Center could accommodate more than a small proportion of even a quite select group of Agency middle managers. The third option, in contrast, envisages an ex- tended cooperative effort between the Agency and the Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 STATINTL SUBJECT: Center which is fully consistent with the Center's goals and capabilities. A continuing relationship with the Center, moreover, would offer access to the innovative thinking and state-of-the-art developments of this creative group, with valuable input to many of our other internal programs as well. More importantly, such a Program would develop, blend, and put to use the unique / resources of OTR and PSS, optimizing what each has to contribute to the development of managers more effective-I.! ly than each could achieve alone. '' STATINTL A jointly sponsored internal program would require a one-year developmental effort. During that period OTR and PSS personnel would attend the Program at develop an Agency version with assistance from the Center, and probably present it first at the Center under the guidance of the Center staff. Succeeding programs would be offered in Agency facilities with appropriate and successively diminishing assistance from the Center. The program is conceived essentially as a supple- ,ment to OTR's Management Seminar, designed for Agency middle managers who have demonstrated particular potential. Its labor-intensive aspects preclude its extension to all middle managers, but the high potential for spin-offs and adaptations of parts of the package for other uses spells great flexibility and promises a far wider range of pay-off. Hopefully it will also retain some experimentalist flavor, thus serving to some extent as a testing ground for new ideas which may find a home in other.parts of the manage- ment development curriculum. Thus conceived, it may also be better able to cope with the enrollment pressures and "elitist" charges which often engulf (and sometimes sub- merge) successful programs of limited availability. STATINTL Major problems to be addressed during the develop- ment of such a program revolve around the training of in-house personnel, the adaptation of features of the Program to fit in-house resources, and the development o appropriate physical facilities. 4. Recommendations Both the . and approaches to leadership have proven themselves as managemen development vehicles of great Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 STATINTL SUBJECT: potential benefit to the Agency. The next step is to adapt and consolidate these experiences so that they will have a continuing, systematic input to the growth of Agency managers. The actions described as Option 3 in both cases are recommended as the general route toward this goal. To proceed in this direction, two things are required: (1) Designation of a Leadership Development Group, with responsibility for policy direction, guid- ance and support to these efforts. Senior OMS and OTR officials should constitute this small group, under the rotating chairmanship"-of the Deputy Directors of OTR (I-- (2) Creation of a joint OTR/OMS Working Group to implement actions consistent with the direction pro- STATINTL vided by the Leadership Development Group. Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012 l OTR 76-6333 21 April 1976 MEMORANDUM FOR: Deputy Director for Administration FROM Harry E. Fitzwater Director of Training S ATINTL 1. As you directed, I met with Dr. Bohrer this date S ATINTL to discuss the It was agreed that OMS and must seriously weigh a benefits to be derived from these programs against their high costs. We were not concerned with the prerogatives in administering the programs; however, these must be addressed. From our point of view, there seems to be a role for both Offices if the programs should continue. Our main concern today was how the programs can benefit the Agency and the individuals involved and should they be continued. 2. OTR is currently developing a new management training course tailored toward meeting the large number of requests S ATINTL for management training. It was agreed that we should look to the practicality of melding these two programs into the management training curriculum. To accomplish this, we will task to determine if the programs have a place in the training package and if so, incorporate them as part of that program. 3. Dr. Bohrer and I will meet with the principals involved after they have completed their initial study. If it is decided that the two programs have a place in management training and/or assessment of the training received, we will then work out details as to how they will be administered. 4. In the meantime you have the request for permission S ATINTL to conduct another (Memo from DTR to DDA, dated 14 April 1976). Dr. Bohrer has indicated that he will Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 QTR 76-6333 21 April 1976 probably coordinate on that request. If you approve the referenced request, it is suggested that this be the last Seminar until we have come to an agreement as to future requirements and program administr Distribution: Orig & 1 - DDA 1 - B/MS 1 - C/FTD/OTR STATINT Approved For Release 2001/11/20 2CIA-RDP80-00473A000800010012-4 OTR 76-6302 Approved For Release 2001/11/20: CIA-RDP80-00473A00080001001~2--~ STATINTL 14 AFB 1976 ORANDUM FOR: Deputy Director for Administration SUBJECT Harry E. Fitzwater Director of Training 1. There is attached a course report on the second running of the at 6w in late March. As indicated in the report, Will be preparing a follow-up evaluation as he did for the first running. STATINT 2. I realize that you plan calling a meeting to discuss various possibilities for ensuring that the Agency derives maximum benefit from this expensive program. Given the reactions of those who attended the second running and the need to plan well in advance because of STATINTL schedule, I would, nonetheless, like to request your approval for planning a third running. As indicated in the attached STATINTL report, if you approve, the next seminar would be conducted from 15 to 19 November at DTS. APPROVED DISAPPROVED: Attachment : Course Report Distribution: Orig - Please return to DTR, w/att 2 ? DDA LDD/A [:;;7is'trY Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 STATINTL Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 23 June 1976 MEMORANDUM FOR: Harry E. Fitzwater Director of Training Charles A. Bohrer, M.D. Director of Medical Services STATINTL FROM STATINTL ice o raining . -1_._ _ - _ ices Staff Office of Medical Services REFERENCE Memo to DDA from DTR, same subject, 21 April 1976 (OTR 76-6333) 1. The leadership development programs offered by the have involved more than one hundred Agency officers as either participants or observers during the past two years. The referenced memorandum tasks us with reviewing this experience to determine what future use should-be made of these resources within the overall context of Agency management training. We present our findings here in the form of (1) a set of evalua- tive conclusions about these programs; (2) a list of options with discussion; and (3) recommendations. 2. Evaluative Conclusions A. Both represent innovative approaches to leader- ship development of considerable merit. The programs are professionally sound. Their acceptability to par- ticipants is exceptionally high. Their relevance to the practical needs of Agency managers is impressive. Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 SUBJECT: B. They offer a ,unique contribution to the manage- ment training picture, not duplicative of ongoing efforts. C. They are complementary, not conflicting, in relationship both to each other and to ongoing training. D. While they both purport (and in our judgment, do) have hing to offer to virtually all levels of manage- ment, as greater payoff potential at lower and middle level at more senior levels. E. The approach offers broad potential for in- house adaptations. It uses a learn-by-doing model resting heavily on group exercises and performance feedback, mediated by critical evaluation and supplemented by psycho- logical assessment data. As such, it requires skills largely within the repertoire of existing OTR/OMS expertise. F Thec"approach is 'a hand-crafted creation of Dr. an is associates, representing a distillation o t eir experience, philosophy, and perspective and O bearing a heavy personal imprint. Presentation of this material by in-house personnel could not carry the same impact. Its transferability to in-house presenters is therefore limited. 3. Options A. options are essentially three in number: (1) for it; (2) send a selected few individuals each to external runnings of the Institute's program in (3) continue in-house runnings on a periodic asis. Option (1) eliminates, and option (2) greatly re- duces, the high potential contribution of this Program to Agency managerial effectiveness. If more than a very few people are to benefit, cost considerations weigh heavily toward the in-house group approach ($1300 per person external, vs $18,500 plus -overhead for a group of 21 STATINTL internal). Option (3) leads to other options in the form of questions about frequency of runnings, who should attend, and who should provide what kinds of support. However, our experience to date provides sufficient guidance to Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 SUBJECT: reduce the practical options here considerably. A goal of two runnings a year for 21-man groups of the most senior-level people available makes good sense in many respects. OTR is well equipped to provide excellent support to the Program, as it has done to the acclaim of all concerned for the two runnings to date. As a continuing effort, however, far more than housekeeping-level support will be required to optimize the potential benefits from this program. Serious attention is needed in at least three areas. First is in the selection of participants. In the words of a senior participant in the last running, "the course is impressive enough to warrant much greater centralized attention to the selection of people who will attend.it than is suggested by the cross section of people who attended the second running". Second is--the need to develop Agency-based course materials to relate the principles of the course more effectively to the Agency experience. Third is the need to explore the possibili- ties for follow-up, reinforcer follow-ons, refreshers,- spin-offs, and the like which can enhance, extend, and measure the effects of the Seminar experience. These are all tasks requiring professional effort and oversight of a continuing sort. OTR and OMS personnel, working together, can best handle them. B. _ options are likewise three in number: (1) forget it; (2) send individuals on an individual or group basis through the program at ($7,000 foBTATINTL a 12-man group); or (3) working close y wit the Center, undertake the development of an Agency in-house version of the Program. The scope of option (2) is limited by the charter and resources of the Center, whose basic commitment to research and dissemination of new knowledge and method- ologies restricts their capacity to accept obligations for continuing, repetitive service functions. While these limits fluctuate, it is unlikely that the Center could accommodate more than a small proportion of even a quite select group of Agency middle managers. The third option, in contrast, envisages an ex- tended cooperative effort between the Agency and the Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 SUBJECT: Center which is fully consistent with the Center's goals and capabilities. A continuing relationship with the Center, moreover, would offer access to the innovative thinking and state-of-the-art developments of this creative group, with valuable input to many of our other internal programs as well. More importantly, such a Program would develop, blend, and put to use the unique resources of OTR and PSS, optimizing what each has to contribute to the.development of managers more effective- ly than each could achieve alone. STATINTL A jointly sponsored internal program would require a one-year developmental effort. During that eriod OTR and PSS personnel would attend the Program at develop an Agency version with assistance from *e en er, and probably present it first at the Center under the guidance of the Center staff. Succeeding programs would be offered in Agency facilities with appropriate and successively diminishing assistance from the Center. The program is conceived essentially as a supple- ment to OTR's Management Seminar, designed for Agency middle managers who have demonstrated particular potential. Its labor-intensive aspects preclude its extension to all middle managers, but the high potential for spin-offs and adaptations of parts of the package for other uses spells great flexibility and promises a far wider range of pay-off. Hopefully it will also retain some experimentalist flavor, thus serving to some extent as a testing ground for new ideas which may find a home in other parts of the manage- ment development curriculum. Thus conceived, it may also be better able to cope with the enrollment pressures and "elitist" charges which often engulf (and sometimes sub- merge) successful programs of limited availability. STATINTL Major problems to be addressed during the develop- ment of such a program revolve around the training of in-house personnel, the adaptation of features of the Program to fit in-house resources, and the development of appropriate physical facilities. 4. Recommendations Both the pproaches to leadership have proven themselves as management development vehicles of great Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 STATINTL SUBJECT: potential benefit to the Agency. The next step is to adapt and consolidate these experiences so that they will have a continuing, systematic input to the growth of Agency managers. The actions described as Option 3 in both cases are recommended as the general route toward this goal. To proceed in this direction, two things are required: (1) Designation of a Leadership Development Group, with responsibility for policy direction, guid- ance and support to these efforts. Senior OMS and OTR officials should constitute this small group, under the rotating chairmanship of the Deputy Directors of OTR and OMS. (2) Creation of a joint OTR/OMS Working Group STATINTL to implement actions consistent with the direction pro- vided by the Leadership Development Group. Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 STATINTL Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Next 3 Page(s) In Document Exempt Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A00080001001 MEMORANDUM FOR: Harry E. Fitzwater Director of Training Charles A. Bohrer, M.D. Director of Medical Services Ph.D. Chief, Psychological Services Staff Office of Medical Services ZZ-26 March 1976: A Follow-up Report -AD/A Registry -3o 8'T7 1. Evaluative data from participants in the Seminar is of three types: (a) Oral group reports presented at the closing session of the seminar; (b) Written evaluations accomplished during and at the end of the Seminar, and (c) Written evaluations accomplished five to eight weeks after the Seminar. The group reports and some of the written evaluation material were summarized in the Course Report pre- pared by the Course Coordinator, in his memo to DTR, 2 April 1976. There is a great deal of useful detail in the written evaluations, all of which has been retained and is available for review. For summary purposes, presented here are (Tab A) ratings of the extent to which participants felt the seminar achieved its objectives, as judged on 26 March, the last day of the course, and (Tab B) summary responses to a follow-up questionnaire sent to the 21 partici- pants on 27 April. Twenty of the 21 participants completed the end-of-course critique. Eighteen participants had com- pleted and returned the follow-up questionnaire by 21 May. STATINTL Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 SUBJECT: The 22-26 March 1976: A Follow-up Report 2. Highlights of the findings: (a) All five course objectives. were seen as having been met to a high degree at the end of the seminar, with 86% of the ratings indicating achievement at a level higher than "satisfactory". (b) The seminar objective rated as most successful was that concerning how to deal constructively with change. (c) The high positive perception of the value of the course was sustained over the follow-up period. (d) Such shifts in perception as occurred were more often in a positive than a negative direction. (e) Fifteen participants (71% of the total group) cited examples of ways in which the Seminar had been use- STATINTL ful in dealing with problems on the job in the weeks following the Seminar. Attachments As Stated Above Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Ratir rtWec orc el"se Oflhi1c1 raA-RDP80hQ 47%,&Q01089OQi10J)& 4 the seminar achieved these objectives for you". Frequency of Each Rating Satis- To Not Very f-actor- Some At Course Objective Well Well ily Extent All Provide an understanding of how and why people feel, think, and behave as they do. Foster additional insight into your own motives and behavior. Provide a framework for understanding employee- organizational problems and assessing which can be remedied and which cannot. 11 8 1 9 8 3 5 9 6 Present guidelines for 14 5 1 participating and deal- ing with the stress of change, both for your- self and others. Broaden your understand- 10 7 2 1 ing of the many facets of the role of the leader and provide a basis for flexible leadership be- havior. Total Response (percent) 49% 37% 13% 1% Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 A g 'Fj/?rc elRqep ~~1~/~f g1A~OQ 3/~QOD$~fl?t1~09I 4 Questions in Follow-up Evaluation Questionnaire 1. While the Seminar had a number of specific objectives, it aims ultimately at improving the participant's effectiveness as a manager and leader by utilizing the understanding and insight into behavior of self and others in dealing with individual/ organizational problems. While this is tough to evaluate and the time frame is limited, could you offer some comment on the achievement of this objective? All respondents commented favorably ("objective was achieved--- extremely useful---singularly successful---outstanding"). Elaborations dealt with some aspect of heightened awareness. of the factors important in the behavior of self and others and the relevance of these to successful functioning on the job. Examples: "The seminar has opened up new thought patterns---I think I know myself better --- I find myself spending more time listening to subordinates and talking about the real problems which are underlying apparent problems --- opened up the cobwebs in my mind --- actions and motives only dimly understood in the past have become clearer --- I have been amazed at the power of the ideas." Those who qualified their responses did so with reference to the limited time frame and/or lack of objective evidence of their own improvement as a manager and leader. None felt the objective had not been achieved. STATINTL 2. If you have found the useful to you in under- standing, resolving, or dealing e ectively with an individual or organizational problem in the short time since the Seminar, please indicate briefly the nature of the problems and how the Seminar had a useful impact. Fifteen of the 1S respondents offered examples here. Some were described in very general terms but the majority were quite specific, and most often concerned perceived help in the hand- ling of problems presented by particular subordinates, some of which had been longstanding and seemingly intractable. The range of examples, however, was quite wide, and included such diverse problems as the improvement of relationships between two offices, the straightening out of communications problems between two subordinate component chiefs, lessening the negative impact of change due to physical relocation of several compo- nents, and significant contribution to the thinking of one participant who had been asked to generate a series of major papers on Agency management issues. Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 STATINTL 3. Is o 1 T4 te~a~se 2~1/~lh/80S~rW i P&O P4 8 2-r4 any re- spect from what it was when you left Mon Friday, March 26th? Ten said, essentially, no; many adding that their highly posi- tive perception of the program persists. Five stated that they view it as more valuable, or see parts of it as making more sense, than they did at the close of the Seminar. One felt that his initial overenthusiasm had been tempered somewhat; one felt that some of the "good" ideas had slipped away, and one felt that the initial benefits he had attributed solely to the had derived at least in part from the general context of the Seminar and the close contact with 20 fellow senior officers. 4. Any other comments or participants? you (No care need to to make on changes, future repeat what you have told runnings, us earlier unless you want to do so for added emphasis.) No really new themes emerged here. Several repeated suggestions for specific changes, but others warned emphatically against "tinkering with what is obviously a good program". Many urged continuation, with at least two runnings a year, and urged par- ticipation by managers at a similar or higher level. There were several suggestions for some type of refresher or follow- up to reinforce the lessons learned. Those who compared the program with similar experiences elsewhere judged it superior without exception. Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4 Approved For Release 2001/11/20 : CIA-RDP80-00473A000800010012-4