BG5 Alpha One and Unified Group Analysis Validates Medical Practitioner’s Plans for Expansion – Part One

BG5 Alpha One and Unified Group Analysis Validates Medical Practitioner’s Plans for Expansion – Part One

BG5 Validates Small Group Interactions

by Ruth Brennan

I had the opportunity to work with a local Medical Practitioner and her team recently. This Medical Group offers Functional and Aesthetic Medicine Services, as well as, Healing Services including Reiki and Intuitive Life Coaching. Over the past year this office has grown its patient and client base to near-maximum capacity and is looking to expand. Currently there are four members (including the owner) on the team.

The owner, a progressive thinker, was open to and welcomed an Alpha One Analysis and Unified Group Analysis of her business. She was eager to learn how her team and office could run more efficiently and position the business for an expansion. The Alpha One and Unified Group Analysis gave her the information and validation she needed to move forward with confidence.

Following are a few highlights from our various meetings.

The Alpha One (Owner)

Type: Express Builder
Interaction: Respond/Engage
Decisions: Gut Response
Theme: Frustration/Satisfaction
Assimilation: Independent
Environment: Solo, Small GroupOwner-SF
Skills: Administration, Public Relations, Oversight, Planning, Implementation, Accounting, Vision, Coordination Functions: Identity/Direction, Communication/Action, Energy Resource, Survival Instincts
Shadows & Distractions: Losing Focus, Mentally Defensive, Touchy & Nervous, Too Much of a Hurry, Over-Compensating & Committing
Public Role: Detailed Authority/Determined Discoverer

The Owner is an Express Builder with Independent Assimilation and has definition to support working in a Small Group. She’s a talented Functional Nurse Practitioner who absolutely loves the work she does. She finds her work extremely satisfying. She’d like to focus more on her patients and less on running the office and managing the team.

She expects her team to be as motivated, efficient and self-starting as she is. She has Strengths that support Leadership, but she may not be ideally suited to guide the team long-term as the Alpha or Manager. Being fiercely independent, managing the office isn’t a role she aspires to. Her team respects her, and responds to her Leadership potential, however with her strong Individuality she understands that this isn’t the best role for her to fill.

Shelly LaFrance PillarsAll three Upper Pillars are defined with two additional activations in the lower pillars. Even though there is a lot of definition to support a Small Group environment, other factors in her Career Design support her feeling more satisfied working independently away from the group … seeing patients. Notice her Independent Assimilation and all of her Individuality (Integration). She confirms what her Career Design shows, that she prefers to feel independent, self-reliant and efficient. She agrees that she is looked up to as a leader, but isn’t interested in leading the team in the day-to-day operations.

Looking at her Career Design through the lens of an Alpha One Analysis, I recommended that she hire a business manager or have an office manager who is ideally suited to take care of day-to-day operations. As her business has grown, she understands that it’s time to expand and find the correct Alpha (manager) to lead and guide the team. This would free her up to expand her knowledge as a Medical Practitioner and spend her time treating patients.

Current Alpha One: Not Ideal
Recommendation: Hire an Advisor as a Business or Office Manager to run day-to-day operations. Ideally this individual will help fill part of the Gap the Unified Group has in Culture (more information on this in our next installment).

The Team

TEAM MEMBER NUMBER ONE:

Bookkeeper Part-time
Type:
Classic Builder
Interaction:
Respond/Engage
Decisions:
Gut Response/Clarity
Theme:
Frustration/Satisfaction
Assimilation:
Independent
Environment:
Solo, Large Group
Skills:
Oversight, Implementation
Functions: Identity/Direction, Will Power, Emotional Intelligence, Drive and Stamina, Energy Resource, Survival Instincts
Shadows & Distractions: Losing Focus, Mentally Defensive, Trying to be the Star
Public Role: Practical Marketer/Detailed Authority

The Bookkeeper is a Classic Builder with Independent Assimilation. She’s also the oldest of the team and isn’t ideally designed to work in a Small Group. She works from home, coming in a few times a week to interact with the team. She needs to Gain Clarity after Response for correct decision-making. The owner (and other team members) are now aware that decisions for the Bookkeeper will take more time. It was important to note that when the Bookkeeper comes into the office, the emotional tone changes. Other team members have noticed this and find it uncomfortable and a disruption to the normal flow. She isn’t designed to work in a Small Group and prefers working from home (Preference follows her Career Design). This helps mitigate the disruption to normal operations on a daily basis. (We’ll review Triggers for the Unified Group in our next installment. This also plays a part in the dis-ease when the Bookkeeper is in the office.)

TEAM MEMBER NUMBER TWO:

Master Aesthetician Full-time
Type:
Express Builder
Interaction:
Respond/Engage
Decisions:
Gut Response
Theme:
Frustration/Satisfaction
Assimilation:
Collaborative
Environment:
Solo, Partnership, Small Group
Skills:
Public Relations, Reliability, Capacity
Functions: Inspiration, Conceptualization, Communication/Action, Identity/Direction, Energy Resource
Shadows & Distractions: Touchy & Nervous, Too Much of a Hurry, Over-Compensating & Committing, Lack of Flexibility
Public Role: Role Model/Potential Talent

The Aesthetician is an Express Builder with Collaborative Assimilation. She enjoys being with the other team members and also talking with the various clients and patients that come in and out of the office during the day. She is suited to work in a Small Group and it shows. She’s a great team player and co-worker. When the Bookkeeper is out of the office, she naturally takes over the role of ‘elder’ in the hierarchy of the office. She naturally has much to share, but sometimes needs to be coaxed to step up and lead when necessary.

TEAM MEMBER NUMBER THREE:

Life Coach and Healing Service Full-time
Type:
Classic Builder
Interaction:
Respond/Engage
Decisions:
Gut Response/Clarity
Theme:
Frustration/Satisfaction
Assimilation:
Independent
Environment:
Solo, Small Group
Skills:
Public Relations, Planning, Reliability, Coordination, Capacity, Commitment
Functions: Identity/Direction, Emotional Intelligence, Drive and Stamina, Energy Resource, Survival Instincts
Shadows & Distractions: Losing Focus, Mentally Defensive, Trying to be the Star, Over-Compensating & Committing,
Public Role: Determined Discoverer/Practical Marketer

The Life Coach is a Classic Builder with Gut Response/Clarity. Her decision-making may require more time than her co-workers. Being aware of this has raised awareness and understanding in the office. Because she is full time she is the one who sets the emotional tone in the office.

She is designed to work in a Small Group, however, she is independent, follows her convictions and extremely focused. She is very supportive of the Owner and can be ‘judgmental’ when other team members aren’t up to her standards. She’s the youngest team member.

Team Member Review

All four members of this group are Builders … two are Classic Builders and two are Express Builders. There is a notable difference in the way the two types of Builders in this Group work and communicate … Classic Builders at a steady pace and Express Builders moving (and communicating) extremely quickly. This team, however, has been able to find a common ground and respect (with the exception of the Bookkeeper). Everyone is busy doing their work and for the most part loving the work they do.

  • Although the Owner is younger than two of the team members, her strong Individuality and Leadership Strengths are evident and respected in the office. When the three full-time team members are in the office working together, things run rather smoothly and easily.
  • The Aesthetician brings a logical mind and problem-solving capability to the group and has great public relations skills. She works well with the team and the clients and patients that visit the office.
  • The Life Coach sets the emotional tone for the office and each time I’ve visited, the tone has been very positive. She seems to ride her emotional wave with grace (at least from what I’ve observed and what the owner has told me).
  • The Bookkeeper brings another emotional tone to the mix and often it causes a disruption in flow of day-to-day operations. The Owner and the Bookkeeper have agreed that it’s in everyone’s best interest for most of her work to be done at home. Very detail-oriented, this team member does her job efficiently and effectively.

Next time, we’ll dig into the Unified Group Analysis and see how this fits together.