Companion App

Lead Management
— On Purpose

A self-study guide to Choice Theory® in the workplace

Based on Using Lead Management on Purpose by Kenneth L. Pierce
Lead Management Learning Aid

Lead Management — On Purpose

Choice Theory® applied to leadership: how Lead Managers build the relationships that create quality products and services.

BOSS MANAGEMENTLEAD MANAGEMENT

Welcome

This app is a learning aid on Lead Management based on the book, Using Lead Management on Purpose by Kenneth L. Pierce. Read the references here and use the Recall section to help you to remember the key concepts and ideas. Use the Q&A section which is AI driven to sharpen your understanding on the subject.

How to use this app

1

Reference

Work through the core concepts chapter by chapter — Choice Theory's foundations, the five basic needs, the Hierarchy of Being, Boss vs. Lead Management, and the tools Lead Managers use (caring communication, "A Walk in the Park"). Each chapter ends with its Seven Key Points.

2

Recall

Test yourself with flip cards drawn from the glossary and key frameworks. Tap a card to reveal the answer, filter by topic deck, and shuffle to keep it fresh.

3

Q&A

Talk to the AI tutor to test your understanding, get a concept explained a different way, or explore how a principle applies to a real situation you're facing. The tutor stays inside the world of this book.

4

Resources

Listen to the companion podcast on the go, and save the one-page infographic to your phone as a quick-reference card.

The core idea, in one line

"My supervisor can buy my time and my attendance at work, but if he wants my creativity, enthusiasm and commitment, I have to choose to give it to him."

Everything in this book follows from that sentence. You cannot coerce quality out of anyone — you can only lead them toward choosing it.

Core Concepts

reference
Choice Theory® vs. External Control

Boss-managers operate on External Control Psychology: the belief that reward and punishment can make people do what you want. Choice Theory® holds the opposite — we cannot make anyone do something they do not choose to do. All behavior is our best attempt, at the time, to satisfy our needs and honor our values.

"The only reasonable expectation you can have of people is that they will live according to their own values." — John Demartini

The Hierarchy of Being — five levels of thinking

Adapted from Robert Dilts, this describes five levels at which a person operates, each including the one below it:

  1. Behaviors — what we actually do (acting energetic, acting bored)
  2. Strategies — the thinking behind the behavior ("I'll do the best job possible")
  3. Beliefs — the perspective that generates the strategy (feeling valued vs. feeling like a cog)
  4. Identity — the source of the belief ("my job is part of who I am")
  5. Spirit — how the work connects to one's larger purpose

Boss-managers are usually only aware of the bottom two levels — Strategies and Behaviors. Lead Managers operate consciously at all five, which is why they can inspire rather than merely instruct.

The Five Basic Human Needs

Choice Theory® groups our genetic drives into five needs — pictured as the five fingers of a hand:

  1. Survival — food, safety, shelter (the only physiological need of the five)
  2. Freedom / choice — having a say in what matters to us
  3. Power / recognition — being listened to and making a difference
  4. Love / belonging — friendship and connection
  5. Fun / progress — the genetic reward for learning and growing

All pain, in Choice Theory®, is the result of a loss of control that prevents us from satisfying these needs. A workplace that only meets Survival will get only survival-level effort.

Total Behavior — the four-wheeled car

Every behavior has four inseparable components, like the four wheels of a front-wheel-drive car:

  1. Acting/doing — the physical activity (front wheel — we steer here)
  2. Thinking — what we tell ourselves (front wheel — we steer here)
  3. Feeling — the emotion generated (back wheel — follows)
  4. Physiology — the bodily response (back wheel — follows)

We have direct control only over acting and thinking. Feelings and physiology follow. This is the mechanism behind self-control: change what you do and think, and feeling follows.

The Quality World

Each of us carries an imagined "photo album" of people, places, things, and ideas we've discovered feel need-satisfying — Glasser calls this the Quality World. Behavior is driven by the gap (the void) between what's in our Quality World (what we want) and what we perceive in the real world (what we have).

For a worker to pursue quality work, the manager, the work itself, and the customer all need a place in that worker's Quality World. That is the Lead Manager's real task.

Boss Management vs. Lead Management

the core contrast

BOSS MANAGER'S JOB

  1. Sets task and standard
  2. Tells, not shows
  3. Inspects the work
  4. Uses coercion or punishment

LEAD MANAGER'S JOB

  1. Engages workers in ongoing discussion
  2. Models the job
  3. Asks workers to self-evaluate
  4. Teaches that quality is continuous

None of the Boss Manager's four points offer freedom, power, love/belonging, or fun. Coercion produces adversaries, not quality — and fighting a boss with little hope of winning drains exactly the energy that quality work requires.

The Three Conditions for Quality
  1. The work environment is respectful, warm, and supportive, with managers who are trusted.
  2. Workers do only useful work and are encouraged to contribute to its usefulness.
  3. Managers expect every worker to continually evaluate — and improve — his or her own work.
Seven Behaviors that Destroy Relationships vs. Seven Caring Behaviors

Avoid: CriticizingBlamingThreateningBribingPunishingComplainingNagging

Practice: AcceptingRespectingTrustingEncouragingSupportingListeningNegotiating

Demartini frames three levels of relating: Careless (my values matter, yours don't), Careful (your values matter, mine don't), and Caring (I insert my values inside yours — in business, this is also called selling).

Lead Manager as Friend, Coach, and Teacher

Beyond managing, a Lead Manager relates in three additional ways:

  • Friend — shares interest and asks rather than demands ("How do you suggest we go about it?")
  • Coach — offers information or perspective to someone who has asked for it; coaching is voluntary and stops the moment help is refused
  • Teacher/Modeler — runs the workplace as a learning organization where the only real test is: does it improve the quality of the work?
"A Walk in the Park" — the five benches

A non-coercive, Reality-Therapy-based counseling model Lead Managers use to help a worker solve a problem — at work or in life — without blame or judgment:

  1. Want Bench — What do you want?
  2. Doing Bench — What have you been doing to get it?
  3. Self-Evaluation Bench — Has what you've been doing worked?
  4. Options Bench — What else could you do to get what you want?
  5. Planning Bench — Are you ready to make a plan?

The worker evaluates their own choices — never the manager. That self-evaluation is what frees them to let go of what hasn't worked and get creative about what might.

Seeing It in Action

a worked example
Marie & Jacqueline — "A Walk in the Park" in practice

Jacqueline, an Assistant Director at the Millennium Community Hospital, complains to Marie that she doesn't have enough help to do her job: "There is just too much work!" Marie suspects Jacqueline isn't working inefficiently so much as stuck in old habits, and arranges to take her for "A Walk in the Park."

1. Want Bench — What do you want?

MarieJacqueline, I appreciate your frustration, and since our budget is tight, we need to use our ingenuity to solve this problem without anyone else's assistance. Let's start with you telling me what you want your job to be like right now.
JacquelineI want to be on top of things, to be able to devote my time to the most important challenges in our section — the new seniors' service starting next month, my recruitment duties, and the ongoing financial and administrative stuff I want under control.
MarieWhich aspect is the most important to you right now, that you want to move towards immediately?
JacquelineI would say that I want to feel a sense of control and balance with regard to all my responsibilities here at the hospital.

2. Doing Bench — What have you been doing to get it?

MarieJacqueline, what exactly have you been doing so far to get a sense of control and balance to your responsibilities?
JacquelineWell, it's important the new seniors' service starts strong, and most people don't have the experience I have in recruitment, so I have to do that myself too. That new financial software is complex and time consuming. So I've set aside Mondays and Tuesdays for the seniors' service, Wednesday mornings for finances, Thursdays for applicant screenings, and Fridays for the rest of my supervision duties, committee work, and correspondence.

3. Self-Evaluation Bench — Has what you've been doing worked?

MarieYou've obviously implemented several changes — but I want to ask you an important question, think about it carefully. Has that schedule got you the sense of control and balance you want?
JacquelineWell, that's what I learned in a time management course last year, and those techniques seem to work for Raymond and other people... but actually, when I look at it carefully, they have not created a sense of balance or control for me.

4. Options Bench — What else could you do to get what you want?

MarieThese behaviors may well work for others, or even for you in other situations, but I think you just said they aren't working for you here. Is that right? (Jacqueline nods) Then what else could you consider doing to move you towards more balance and control in your job?
JacquelineI'm not sure. I've suspected I need to delegate more, but I've been hesitant for fear of looking incompetent. But hearing myself say what I'm doing isn't working, I realize I may already look that way to some people. I could ask my administrative assistant to take on some recruitment duties, or make time for that software course, or ask committee members on the seniors' service to take over some duties. And I could learn to say no when someone wants to give me work I don't have time for. There are more things I can do than I realized.

5. Planning Bench — Are you ready to make a plan?

MarieYou've identified four new behaviors you could try. Which one would start you on the road toward the balance and control you want — and which would you like to build into an action plan?
JacquelineI think my first step would be my recruitment responsibilities — that's the most time consuming, and would make the biggest difference right now.
MarieWhat specifically are you prepared to do about it? And specifically when, where, and how — and who will it involve?
JacquelineI plan to sit down with my administrative assistant, Shanti — a very skilled woman — and discuss all the tasks in my recruitment responsibilities to determine which ones she'd be prepared to take on. She's offered before and I've been hesitating; I won't do that anymore. I'm going to book time with her as soon as I leave here.
MarieThat sounds like a plan that will move you towards more balance and control. To make sure it's the best plan for you — on a scale of one to ten, how strongly are you committed to it?
JacquelineHaving someone listen to my concerns has added new perspectives I just didn't notice before, and I feel better prepared to deal with it. I am very committed — a nine or ten.
MarieThat's wonderful. Can I call you next week to see how you're making out? And of course, if you need to discuss this again, I'd be pleased to continue to assist you.
JacquelineSure, Marie — and thank you, again. I really appreciate your time. I need to go book that appointment right now.

Notice what Marie never does: she doesn't step in with threats, take over the problem, or impose a solution. Every new behavior — and the plan itself — comes from Jacqueline. That self-evaluation is what makes it hers to keep.

Chapter Key Points

10 chapters

Flip Cards

tap to reveal
tap to flip back

Q&A

AI-guided
This tutor answers only within the framework of Using Lead Management on Purpose and Choice Theory®. It's here to deepen your understanding of the book, not to replace it.

Podcast

listen

Why Bossing Fails — and Lead Management Works

A short audio walkthrough of the book's core ideas, for listening on a commute or a walk.

Infographic

save to phone

Leading on Purpose: The Blueprint for Quality Management

A one-page visual summary of Choice Theory®, the five basic needs, "A Walk in the Park," and Boss vs. Lead Management. Save it to your camera roll for a glance-and-go reminder.

Leading on Purpose: The Blueprint for Quality Management — infographic