BESTPRACTICES

July 2011
In This Report... Overview Companies Best Practices Applications Surprises Trends EIBN 1 1 2 3 3 4 4

ENNEAGRAM IN BUSINESS

Benchmark Team
Matt Ahrens (US) Lindy Amos (Australia) Valerie Atkin (US) Gema de la Rosa (Spain) Neil Harper (South Africa) Martin Hawkes (Ireland) Gloria Hung (China) Ginger Lapid-Bogda (US) Bo Zoffman (Denmark)

A special report of The Enneagram in Business Network (EIBN)

Overview: best practices benchmark study

lessons learned from 72 companies
Although thousands of organizations worldwide use the Enneagram in a variety of business applications, 72 companies have been using the Enneagram intensively to dramatically develop their leaders and teams; enhance emotional intelligence and interpersonal competence among their employees; and catalyze culture change. Background: What can we learn from these trailblazers? We conducted 39 indepth interviews with leaders and consultants from all over the world all with track records of success using the Enneagram in organizations to give us the answers. We talked with consultants and leaders from more than 20 countries spanning 5 continents: Argentina, Australia, Bolivia, Brazil, Canada, Chile, China, Colombia, Czech Republic, Denmark, Finland, France, Germany, Iran, Italy, Japan, South Africa, Thailand, United States, and Uruguay.

a 2011 benchmark study conducted by The Enneagram in Business Network

The consultants and leaders included members of the Enneagram in Business Network (EIBN) as well as nonmembers. All interviewees had used the Enneagram a minimum of 18 months in their organizations, with some as long as 12 years. Companies: All interviews were conducted with the promise of anonymity; however, 21 companies gave us permission to use their names: Adcock Ingram, Avon, Banco Ita, Banco Nossa Caixa, Beacon, Best Buy, Culture Technology, Daimler/ Mitsubishi, Genentech/Roche, Hanfubuki, Hui Hoolana, Huron Hospital, La Clinica, Milling Hotels, NuEar, Parker Hinneafen, Shahid Ghandi, StarPoint, Sucromiles, Toyota, and Veloso Consultores. Industries: Companies in this study represent the following industries: biotech, chemical, education, nance, government, health care, hospitality, insurance, IT, manufacturing, nonprots, petroleum, pharmaceutical, professional associations, research, retail, service, and transportation. Key Question: We were interested in the answer to this question: What success have organizations experienced using the Enneagram in their companies; how did they achieve this; and what lessons were learned along the way? We thought it was time to offer a comprehensive answer! Results: The results summarized on the following pages will, we believe, make an important contribution to leaders, human resource professionals, and consultants in creating productive, sustainable, and conscious organizations. Read on...

2011 The Enneagram in Business Network

BENCHMARK REPORT July 2011

Best practices: critical success factors

the top 6 factors (in rank order)
Introduction
Of the 39 experts interviewed, 6 critical success factors emerged as essential to a successful, sustainable Enneagrambased organizational change. Whether the interviewees were leaders or consultants and regardless of their industry, country, or company size, their answers were strikingly similar.

what 39 experts say is critical to the success of a productive and sustainable enneagram-based organizational change
and psychological or esoteric jargon, focuses on development and potential, and embraces a respect for differences.

Avoid labeling; go beyond the numbers to integration.

Success Factor 1 Focus on real needs: business and personal (82%)

According to the experts, the single most important critical success factor for an effective Enneagram-based change effort is that it focus on the organizations real needs, as well as the specic needs of leaders, teams, and employees. The business needs varied interactions, leadership, sales, engagement, performance management, EQ, conict, culture change, productivity, moving from a local to a global marketplace, as examples but the message was the same: set clear, realistic, and important goals that really matter to the organization and achieve demonstrable results. But, just as important was the direct personal benet in their lives outside of work.

Success Factor 4 Highest quality: consultants, workshops, and change interventions (56%)
Quality is essential in the facilitator or consultant chosen, the workshops offered, and the change activities that are implemented. Consultants must be knowledgeable about both the Enneagram and organizational change processes; provide stimulating, interactive workshops; present information in a non-judgmental, insightful, and accurate way; and encourage participation, being responsive to all concerns and questions. Workshops, programs, and interventions must be innovative, adapted to the needs and culture of the organization, and conducted in a learning environment of safety, excitement, and fun.

There is a huge unmet need at work and at home. At work, the need involves creativity, empathy, and flexibility and being less hierarchical and more networked. At home, theres more stress, huge demands, and increasing complexity. The Enneagram helps with all of this.

The consultants depth of experience and expertise is essential to the credibility of the Enneagram and the linkage to organizational needs.

Success Factor 5 Fully integrated within organization (54%)

The Enneagram must be used long enough in a targeted array of applications so it becomes part of everyday worklife; this provides real-time practice and promotes a higher transfer of learning. In addition, ongoing, stimulating opportunities need to be offered that employ multiple learning modalities: for example, 1-1 development meetings; ongoing workshops; eLearning; websites; smartphone Apps; books; informal discussions; team interactions, and innovative pilot programs.

Success Factor 2 Strong leadership: organizational commitment (69%)

Support from the top leaders provides credibility, authority, visible support, resources for a sustainable change, and personal testimonials that convince others of the value of the Enneagram. In addition, it is important to enlist support and commitment from middle managers, who provide the impetus for effective execution.

Leaders have to deeply desire development

for themselves and for others.

A hybrid of interventions within a continuous, coordinated, and flexible plan.

CRITICAL SUCCESS FACTORS 82% of the experts agreed that focus on real needs was the single most important critical success factor. There was also strong agreement about the next four factors: leadership, typing, quality, and integration. This was consistent in every industry, every country, and whether the interviewee was a consultant or a leader. The nal factor, cultural readiness, while important, was not as critical as the other ve factors.

Success Factor 3 Enneagram typing: balanced, accurate self-discovery (66%)

The most effective way to determine ones type is guided selfdiscovery, because it is the most accurate, engaging, and insightful approach. Just as important, a context must be set by consultants, leaders, and organizations that avoids stereotypes

Success Factor 6 Cultural readiness (33%)

To be receptive to the power of the Enneagram, organizations need to have sufcient trust, openness, curiosity, respect, and willingness to try something new.

Without sufficient readiness, employees would fear the Enneagram could be used as a weapon.

Critical Success Factors from 39 Experts

39

26

13
82%
Needs

69%
Leadership

66%
Typing

56%
Quality

54%
Integration

33%
Readiness

2011 The Enneagram in Business Network

Applications of the enneagram

what the best companies actually do
Introduction
Over 25 Enneagram-business applications were mentioned by interviewees; here are the top 10.

both. The focus includes enhancing team behavior at the individual and team level (including team dynamics); creating highperforming and self-organizing teams; eliminating team dysfunction; and team mergers. Programs vary from day-long sessions to 1+ years.

reduce their type based decision-making biases, it occurs most often in leadership and team development programs.

Application 9 &10: Sales & Negotiations

Both applications involve increasing ones capabilities (sales or negotiation) through selfdevelopment and also by adjusting ones approach to the type of the other person

Application 1: Communication
Communication applications include the following: increased understanding of differences in communication style; minimizing Enneagram-based communication distortions and misperceptions; and enhancing interactions between people of the 9 types. These are done through on-going programs, workshops, Enneagram type panels, and 1-1 coaching.

Application 4: EQ: Personal Development

Referred to as Emotional Intelligence (EQ), self-mastery, and personal development, these applications are initiated to increase intra- and inter-personal competence. These efforts (via workshops and coaching) increase self-understanding, self-acceptance and selfmanagement, but also enhance compassion and improve interactions.

Application Area
1. Communication 2. Leadership 3. Teams 4. EQ 5. Coaching 6. Conict 7. Feedback 8. Decision Making 9. Sales 10. Negotiations

Companies using this application 49/72 44/72 41/72 36/72 35/72 33/72 31/72 18/72 13/72 12/72

Application 2: Leadership
Leadership development applications include organization-wide leadership development programs; competency-based leadership learning communities; individual coaching; and development programs for target groups i.e., high potentials and women. Many of these monthly, weeklong, or series of one-day workshops are designed for specic needs: to create greater leadership bench strength; to instill a culture of development; and to reduce reliance of hierarchy, competition and control, while increasing collaboration and innovation.

Application 5: Coaching
In-person or by phone, formally and informally, Enneagram coaching is being used for talent and performance management, leadership development, EQ, and more. In addition, some companies train managers to coach their employees using the Enneagram.

Application 6: Conict
Whether in family businesses, law rms, corporations, or non-prots and governments, using the Enneagram to reduce conict depersonalizes the issues, making them far easier to resolve. This application occurs between the conicting parties, as stand-alone training programs, or within teams.

Application 3: Teams
These teams include executive level, management teams, and intact work teams that meet in-person, virtually, or a combination of Other systems have value, but they dont help with self-mastery; they assess where you are, but dont show you how to develop or become more integrated.

Application 7: Feedback
This application is usually combined with other training topics (i.e., communication, conict, leadership) or taught by itself to employees as well as leaders.

Application 8: Decision Making

Because this application enables people to

The data showed that while no single enneagram-business application is being used by every company, most organizations are using at least 4-5, with some using as many as 13.

Surprises!
what we didnt know for sure, but do now
Surprise 1: PROFOUND RESULTS
Companies are reporting powerful increases in employee engagement, communication, positive interactions, and collaboration between individuals, within teams, and across business units. The results are both local and systemwide. On quantitative measures, teams, business units, and companies are scoring signicantly higher on multiple measures on company surveys, including customer satisfaction. On nancial measures, business units are showing gains in nancial results; sales are rising by double digits; companies are retaining key leaders; and in one company, increased trust and communication saved a $1m. error.

On the professional level, leaders are scoring higher on 360 surveys, and there are multiple instances where leaders using the Enneagram for their development have been promoted 2-3 levels higher within very short time periods.

Surprise 2: MAGNIFIER EFFECT

Many interviewees described how the Enneagram spreads within a company, and one leader specically used the term Magnier Effect: The positive impact and spread of the Enneagram gets magnied; the Enneagrams applications are limitless in what they can do for organizations.

Surprise 3: HIGH ENTHUSIASM

Interviewees report that once employees learn the Enneagram, they want more and more. They share it with friends, take it with them to new companies, and bring it home: At company events, spouses talk about how it has helped their family. No one ever says that about a nance class. 2011 The Enneagram in Business Network

The Enneagram opens up peoples worlds; it is life changing work.

BENCHMARKREPORT July 2011

TRENDS what to expect in the future

Introduction
Based on the data collected, these are the trends we expect to see in the future.

Innovation
Innovators (2.5%) Early Adopters (13.5%) Early Majority (34%) Late Majority (34%) Laggards (16%)

Trend 1: Stage of Innovation

Our research shows that the Enneagrams use in organizations is in the early adopter stage of innovation (see purple area on graph), but the companies currently using the Enneagram vary overall from innovators to laggards. The clear message: even if your company is not an innovator, you can be! How? In all 72 companies studied, the Enneagram has been introduced and championed by a person of credibility and respect a leader, HR professional, coach, or consultant who sees the big picture and understands how the Enneagram complements and supports the outcomes critical to the organizations success.

Innovators are organizations that are forward-looking, risk-takers who employ innovative approaches without needing the reassurance of others: early adopters ask who else is doing this and take the risk once companies they admire have done it rst; early majority includes organizations that dont want to be left behind; late majority organizations do something only after it has been tried and proven; and laggards are organizations that may never come onboard. To utilize innovation to increase market share, organizations need to be among the rst 50% of adopters (by early majority). This model, Diffusion of Innovations, was developed in 1962 by Everett M. Rogers.

Trend 2: Length of Time for Results

The answer to this question was both clear and ambiguous: it depends. The more these variables are present, the faster the results: resource commitment (time, nancial, leadership sponsorship); consultant expertise; relevancy of the work to important business needs; cultural t (development orientation); breadth and depth of applications; follow-up and reinforcement. Business challenges that are large in size and scope require more time, whereas work with teams and individuals requires less. within organizations and also moves globally from its current early adopter to early majority users. Expect an increase in the Enneagrams credibility, legitimacy, and visibility via research, evidence-based success stories, case studies, and use in academic institutions, including business schools.

Trend 3: The Enneagrams Next Wave

An increasing number of companies will be using the Enneagram, as it spreads laterally

RESULTS: Tangible results occur within 6 months, but sustainable results take a year or longer. Its like going to the gym. At first, you feel tired but better. After a while, you feel much better, then think you dont need to go anymore. However, you have to use it regularly to experience its full contribution. The longer you use the Enneagram, the more benefits; it becomes 2nd nature to you and the organization.

Enneagram in Business Network (EIBN) a global network of business professionals

The EIBN is a global network of Enneagram business professionals consultants, trainers, and coaches dedicated to the integrity of the their work, the effective use of the Enneagram in organizations, and to their own continued development, both personal and professional. With over 60 members from more than 20 countries, EIBN members provide local and global services in a variety of languages. TheEnneagramInBusiness.com The Enneagram in Business website offers abundant information and resources about the Enneagram and its business applications, and you can also nd members of the EIBN: Find Enneagram Professionals Worldwide

EIBN Benchmark Team Matt Ahrens (United States) matt@themattahrensgroup.com Lindy Amos (Australia) lindy@collectivepossibilities.com.au Valerie Atkin (United States) valerie@wellsstreet.com Gema de la Rosa (Spain) gema@maybeinternational.com Neil Harper (South Africa) neil.harper@purposeinc.me Martin Hawkes (Ireland) mhawkes2@gmail.com Gloria Hung (China) gloriah_hk@yahoo.com Ginger Lapid-Bogda (United States) ginger@theenneagraminbusiness.com Bo Zoffman (Denmark) bzj@ps4.dk 2011 The Enneagram in Business Network

To receive a PDF or print version of this report, contact: ebr@theenneagraminbusiness.com