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Beyond IQ to EQ: “Emotional Intelligence Skills in the Workplace”

Can you manage your emotions when people, places and things “push your buttons”?

Do you wish you could “read” other people better?

Have you ever wondered where “born leaders” come from?

For nearly a century, the Intelligence Quotient or IQ test has been employed – for better or worse – as the standard measure of intelligence. Yet, success in the workplace is never about mathematical and verbal ability alone. Cultivating relationships, building and sustaining rapport, and getting the best out of others comprise emotional intelligence, or EQ. According to research, emotional intelligence accounts for 58% of successful performance in all types of jobs. People with high EQs earn an average of $29,000 more per year than those with low EQs. Why? People with higher EQs tend to be poised, outgoing, cheerful, empathetic, and express their feelings directly but appropriately. They are the kind of employees most valued in collaborative, high-achieving workplaces.

Pat Schultz’s program, “Beyond IQ to EQ: Emotional Intelligence Skills in the Workplace” draws heavily from Pat’s own enrollment in the Emotionally Intelligent Leader Certificate Program at the Weatherhead School of Management of Case Western Reserve University along with research from authors including Travis Bradberry and Jean Greaves (“Emotional Intelligence 2.0”) and Dr. Barbara A. Kerr (“Creating an Emotionally Intelligent World”). Key applications of EQ in the workplace are explored in a multi-session approach: a first session introducing concepts, theories and simple techniques plus subsequent sessions for practice, interactive exercises and scenario discussions.

You will leave the seminar with

  • Enhanced self-awareness;
  • Strategies for self-management;
  • Greater awareness of others;
  • Techniques to sustain effective work relationships.

Thinking into Results Coaching

What improvements would you like to see in your life over the next two years?

How much would you have to earn to eliminate all financial concerns in your life?

What kind of contribution do you dream of making to society?

If you really want to make a change in your life, you need to go deeper. If you want different results, you need to ignite change at the level where your results are created in the first place. You need to change your mind. If I could show you how to accomplish your objectives, would you dedicate a specific period of time each day to make the changes necessary to accomplish the success you seek?

Thinking Into Results is a one-of-a-kind system based on 50 years of intensive research into the science and mechanics of personal achievement. Developed by world-renowned success expert Bob Proctor and legendary corporate attorney Sandy Gallagher, it is the most powerful process EVER created for quickly and permanently transforming ANY goal, dream, or desire into reality.

This highly-structured, step-by-step process will empower you to clarify your goal with absolute precision and install your goal at the deepest levels of your mind.

Thinking Into Results is a comprehensive consultant-guided program designed to facilitate positive, profound, permanent change in any area of your life, including:

  • Debt elimination
  • Job promotion
  • Weight release
  • A personal relationship
  • A new home
  • Wealth creation
  • Improved health

Used by individuals, teams, and corporations all over the world, there is NO outcome which this system has not been able to deliver.


Change Management: “Ratcheting Up Resilience”

Is your organization, profession, or personal life undergoing significant change?

Would you be personally and professionally prepared for a significant change in the future?

Do you wish you had handled change better in the past?

The brain hates change. Change disrupts our patterns, undermines our comfort, and threatens our sense of security. Consequently, we often perceive change as a loss of control, feel helpless and victimized, and seek to assign blame. While change in our personal and professional lives often seems to come “out of the blue,” our responses to change are predictable and therefore manageable. Resilient employees remain productive during a period of dramatic change. Similarly, leaders who understand the predictable path of change are better equipped to keep their organizations innovative and competitive.

Pat Schultz’s change management program, Ratcheting Up Resilience, explains how to harness change, reverse setbacks, and bolster persistence. Participants will examine the characteristics of resilient people who bounced back from traumatic events. The program will present the Change Curve Model, which identifies the responses appropriate to each stage of change. This model is often attributed to noted psychiatrist Elisabeth Kubler-Ross and her work on personal transition during bereavement. Participants will also focus on the nexus between emotional intelligence and the ability to weather personal and professional change.

During the seminar participants will

  • Identify the key characteristics of resilience;
  • Explore the Change Curve Model, the four stages of change, predictable responses within each stage, and movement from stage to stage;
  • Measure their current level of resilience with a short self-assessment questionnaire and examine how to develop and augment resilience;
  • Learn to manage anger and fear (Stage 2 of the Change Curve Model).
Group of friendly businesspeople having meeting

Team Building: “Creating a Collaborative Culture”

Would you like your team to improve its performance?

Have you been impressed with truly great work teams – their synergy and tangible results?

Do you want to learn how to improve communication and accountability for the teams in your organization?

Although there is no “magic bullet” for building great teams, there are definitely ways to help manage what ideally is an ongoing, dynamic process. One of the best ways involves “personality theory.” Understanding the personality style of others is important because teamwork is all about communication. Communication is more effective when we understand and adapt to the styles of others – as well as knowing our own. These valuable insights can help resolve conflicts more easily and avoid some conflicts altogether. Personality style includes how people assert themselves (high vs. low assertiveness) and how they express their emotions (high vs. low expressiveness). Understanding our own personality style helps us capitalize on our strengths and create the results we desire.

Pat Schultz has facilitated highly interactive teambuilding programs – including role play and feedback scenarios – for hundreds of corporate supervisors and managers; HR, legal, insurance and IT professionals, as well as healthcare industry teams. Her extensive experience allows her to address difficult subjects in a non-threatening manner and achieve genuine results. An Introductory Program of one-and-one-half hours features a self-assessment tool that participants complete and score to determine their individual personality styles. Each style is described, with analysis of strengths and trouble spots. Special attention is given to how each style can adapt itself to the style of others on the team. Role play activities along with small group activities help participants practice different communication styles. Follow-up Programs can explore the composition of the team relative to team roles, including attention to team balance, focus, positive attitude and conflict resolution. Customized Team Building Workshops and Retreats are also available.

Participants will explore

  • The power of team balance and how individual personality styles change when serving a specific role;
  • Active listening, communication and positive attitude;
  • Learning to trust the good intentions of others;
  • Learning how to stay focused and set priorities.

Exceeding Expectations: How to Deliver on the Customer Service Promise

Is your organization’s customer service ranked more poorly than you would like?

Is inadequate customer service costing you repeat business?

Do “mystery shoppers,” managers, or internal investigators who have contacted your customer service critique it poorly?

Attracting new customers costs more than retaining current customers, and lackluster customer service quickly turns current customers into former customers. Organizations that are legendary for their superior customer service enjoy an asset that other organizations lack: a well-developed yet simple process that not only teaches employees the skills needed to deliver great customer service, but also helps instill personal accountability for delivering on the customer service promise. Technique is the key to realizing the goal of laudable customer service in every encounter.

Pat Schultz has developed a “first-level” workshop, Great Expectations, designed to lay the foundation for a customer service-driven culture. The program first explains fundamental customer service concepts. It then applies a straightforward customer service model to your organization’s operations. Next, that model is brought to life for each participant by connecting the model to the specific behaviors that should be brought to day-to-day customer interactions. Participants use their existing skill sets and interpersonal style to meld organizational goals with customer desires. Great Expectations employs a question-and-answer format to help participants effectuate a “personal accountability shift” in their interactions with customers. Fun but challenging activities help participants “stay cool under fire” as they practice positive communication during encounters with difficult customer types. The program concludes with a simple success formula that lights the path to exceeding customer expectations every day.

Participants will

  • Explore customer service concepts and models;
  • Complete a questionnaire designed to promote responsible approaches to customer issues;
  • Practice staying calm under pressure;
  • Identify and develop their personal customer service style.
bullying in the workplace. aggression and conflict among colleagues.

Workplace Bullying: “Grab the Bullying by the Horns”

Is disruptive behavior, abusive conduct, or harassment putting your company at risk?

Is workplace bullying causing valuable employees to stress, lose productivity, or seek employment elsewhere?

Is your company equipped to prevent or correct bullying?

According to the Workplace Bullying Institute (WBI) 2010 U.S. Workplace Bullying Survey, 37 percent of U.S. workers have been bullied on the job and 49 percent have witnessed the bullying of a coworker. Workplace bullying is pervasive and injurious: it debilitates the productivity of good employees and drives them out of the organization, increases health care costs due to stress-related maladies, and subjects the unmindful company to legal costs and damages. Workplace bullying is particularly serious among nurses. Pat Schultz, therefore, offers a customized program that measures any existing bullying initiatives against the standards developed by the Joint Commission on Accreditation of Healthcare Organizations.

Pat Schultz’s program, Grab the Bullying by the Horns, helps each member of the company join the effort to eradicate bullying from the workplace. Employees use examples, role playing, and digital media (1) to identify the chief characteristics of bullying, (2) to handle and stop bullying, and (3) to learn when management should be notified. In turn, managers and supervisors learn (1) to quash bullying, (2) to avoid being a bully and being perceived as a bully, and (3) to implement any company policy against bullying.

Participants will

  • Distinguish between bullying and permissible behaviors;
  • Discover the hidden costs of bullying;
  • Explore the adequacy of your company’s bullying policy;
  • Discuss the legal ramifications of disciplinary procedures.
Man Floating in his office.

Stress Management

Has your health, energy, mood, memory, concentration, or performance declined?

Have you experienced a life change that is causing you anxiety?

Are there factors in your life that you cannot control that keep “popping into” your brain?

65% of Americans are stressed to their limits, making stress a leading cause of declined productivity. Indeed, stress has many causes and manifests itself in many ways. Distinguishing between good stress and bad stress is important.  The proper level and type of stress allows us to perform to our potential. Too much stress, however, or stress of the wrong kind can be debilitating. Stress emits certain signals, which can help to identify both the nature of the stress and its negative impact on the body.

Pat Schultz’s stress management program, Stress Less, will discuss techniques to reduce or eliminate stressors. Pat will help participants explore their personal stress model, which includes “triggers” and “responses” that can be advantageously harnessed. Each participant will complete his/her individual “energy meter” to calculate the ratio of activities that increase one’s energy versus those that drain it. Stress Less also teaches the 3 “A” approach to taking responsibility for stress: Avoid, Alter, Accept.

Participants will

  • Examine their sources of stress;
  • Take a short self-assessment to determine how much of their stress they create themselves;
  • Practice several easy stress reduction techniques;
  • Begin to develop a personal stress management plan.
Retirement savings jar

Personal Financial Management for Everybody: You and Money

Do you want to feel more comfortable with the challenges of managing your money?

Would you like reliable ways to make sound choices regarding tricky decisions about money?

What fears hold you back in your relationship with money?

Strong organizations recognize that financial difficulties can impact individual employee productivity and satisfaction just as any other problem they “bring to work.” That’s why Pat Schultz has developed a simple-yet-powerful presentation that reveals a revolutionary new approach to personal finance. Based on well-known financial advisor Suze Orman’s groundbreaking book, “The Laws of Money, The Lessons of Life,” the presentation introduces “The 5 Laws of Money.” These laws apply to literally every life circumstance: male or female, young or old, with or without wealth, single or family. They go to the heart of casting away false hopes and fears that keep us from making smart choices with our money.

These are just a few comments of attendees after participating: “Very informative, honest!” “Pat Schultz was very energetic, fun and knowledgeable.  In this short session, I think I’ve learned enough to carry me throughout life!” “This session made me sit back and really think about how I spend my money and how I can better my spending habits.” Upon completion, participants will be well-versed in the 5 Laws and will leave with practical strategies for their own lives.

The 5 Laws are

  1. Truth creates money, lies destroy it.
  2. Look at what you have, not at what you had.
  3. Do what’s right for you before you do what’s right for your money.
  4. Invest in the known before the unknown.
  5. Always remember: money has no power of its own.
Sexual Harassment at work

Preventing Sexual Harassment: “Keeping It Clean”

Are you aware of any complaints registered with human resources or management regarding behavior that constitutes or borders on sexual harassment?

Have you witnessed or been the target of behavior that you thought might constitute sexual harassment?

Have you ever spoken or acted at work in a manner that was, or might be perceived as being, sexually suggestive or hostile?

Section 4112.02 of the Ohio Revised Code specifically prohibits sexual discrimination, which includes sexual harassment. The federal Equal Employment Opportunity Commission strongly encourages all employers to provide sexual harassment training to all employees as a key component of a sexual harassment prevention program. Similarly, Section 4112-5-05(J)(6) of the Ohio Administrative Code states, “Prevention is the best tool for the elimination of sexual harassment. An employer should take all steps necessary to prevent sexual harassment from occurring, such as affirmatively raising the subject, expressing strong disapproval, developing appropriate sanctions, informing employees of their right to raise and how to raise the issue of harassment…and developing methods to sensitize all concerned.”

The U.S. Supreme Court’s landmark decisions in the 1998 Faragher and Ellerth sexual harassment cases, along with subsequent court decisions and EEOC Guidelines, make it clear that sexual harassment training is an essential component of corporate policy. Pat Schultz has developed a straightforward presentation, Keeping It Clean, which uses case studies and high-profile legal cases to explore the nuances of sexual harassment and the forms it takes in the workplace. Keeping It Clean is an empowering tool for any employer who may one day wish to raise an effective defense or avoid punitive damages in a sexual harassment lawsuit by  demonstrating that it has provided periodic sexual harassment training to all of its employees.

Participants will

  • Examine the effects of sexual harassment in the workplace;
  • Learn the factors used to determine whether behavior constitutes harassment and survey the legal definitions and types of sexual harassment, including “hostile work environment,” “quid pro quo” harassment, and “retaliation”;
  • Discuss how not to engage in harassing behavior;
  • Explore whether investigations might specifically benefit your organization.

On-site Tobacco Cessation: “Everybody Loves a Quitter”

Are smoking breaks cutting into productivity?

Do your employees who use tobacco take frequent sick days?

Is your budget in special need of cost-cutting measures?

You may already know that tobacco use is the leading preventable cause of death and disease in the United States. Less obvious is the cost to your business. The estimated cost per smoker per year of absenteeism, breaks, lost productivity, and health care is $5,816.00 more than that of non-smokers. In addition to substantial cost savings, employers with fewer smokers enjoy (1) fewer smoking-related managerial issues, (2) healthier employees and families, (3) increased employee goodwill, and (4) status as an employer of choice. Also, the Affordable Care Act allows insurers to charge a 50% higher premium to tobacco users. Obviously, reducing tobacco use and its associated costs is critical to optimizing profits and improving worker health and productivity.

Fortunately, about 70% of tobacco users want to quit. Pat Schultz’s on-site tobacco cessation assistance program, Everybody Loves a Quitter, provides an easy and effective way to do so and leverages peer group support to drive success. The curriculum follows a workbook developed by the Mayo Clinic and includes seven weekly 90-minute classes. Issues regarding the quitting of smokeless tobacco are also treated. Classes following the quit date are devoted to relapse prevention. Pat Schultz is a Certified Tobacco Treatment Specialist and obtained her certification in 2011 through The Breathing Association in Columbus, OH.

Participants will

  • Set a group quit date, schedule appropriate counseling and support, and institute a relapse prevention plan;
  • Discuss past quit attempts and the reasons for relapses;
  • Survey over-the-counter medication and prescription options;
  • Learn about tobacco’s effect on the body, tobacco addiction, and avoidance of cravings.

“Great teams do not hold back with one another. They are unafraid to air their dirty laundry. They admit their mistakes, their weaknesses, and their concerns without fear of reprisal.” – Patrick Lencioni

Based on Patrick Lencioni’s New York Times bestseller, The Five Dysfunctions of a Team, this workshop addresses the obstacles that prevent even the best teams from succeeding:

  1. Absence of Trust
  2. Fear of Conflict
  3. Lack of Commitment
  4. Avoidance of Accountability
  5. Inattention to Results

This combination of assessment, workbook and workshop is the tool that will help your teams to take their first steps toward greater cohesiveness and productivity. Pat Schultz also offers a special one day team leader workshop.

Learning Outcomes

  • Understand what’s expected of a cohesive team
  • Measure the degree to which teams meet their expectations
  • Take steps toward building trust and resolving conflict
  • Develop a plan to improve commitment, accountability, and results

Watch Team Building in Action – “Tall Ships”


Tall Ships is a highly engaging experiential exercise—a learning game—that challenges teams to race against the clock (and other teams) to build the tallest ship mast at the lowest cost. Players not only learn the skills behind the seven factors that research demonstrates are most critical to effective team performance; they actually practice them, too.

In shorthand, those factors are the 7 C’s: Clarity, Capability, Collaboration, Commitment, Communication, Continuous Improvement, and Creativity.

Learning Outcomes

  • Learn and practice the seven factors critical to effective teamwork
  • Explore strategies to improve team performance
  • Identify and apply actions to real-life team situations


Teams representing imaginary companies have been selected by The Seven Seas Company to bid on a lucrative contract for designing and building a tall ship. But in order for any team to be awarded the winning bid, they must first demonstrate that they can successfully embody the “Seven C’s” upon which The Seven Seas Company is founded: Clarity, Capability, Collaboration, Commitment, Communication, Continuous Improvement, and Creativity.

Three game rounds reveal the team dynamics that impact team effectiveness. In Round 1, teams are asked to assemble the tallest ship mast possible in the least amount of time. Lessons learned from this round are discussed and applied to the Seven C’s model. Round 2 challenges teams to rethink their strategy and build yet a taller mast in the same amount of time, but at the lowest cost. Following a team performance assessment and debrief, teams make one last attempt at the task, assembling the mast according to new specifications and requirements. Finally, an action-planning phase provides teams and team members with an opportunity to improve their performance.


Drug Free Safety Program (DFSP)

Do you want to reduce on-the-job injuries, absences, and losses due to substance use or abuse?

Do you seek sincere employee buy-in to a drug-free workplace and safety program?

Do you want a fresh, relevant approach to a drug-free workplace, not the same-old do’s and don’ts?

Pat Schultz has been facilitating effective DFSP training for over six years as an approved training vendor for the Ohio Bureau of Workers’ Compensation Drug Free Safety Program (DFSP). She also delivers DFSP training for Department of Transportation (DOT) companies, their employees and supervisors. These programs assist eligible employers to qualify for all applicable BWC discounts. Many employers throughout northeast Ohio have trusted Pat Schultz with this very important role. Even if you are not a participating company in the Ohio BWC program, Pat Schultz can provide essential drug and alcohol awareness training without referencing Ohio BWC details.

A carefully designed training program will help you achieve the best-possible results. The whole point of addressing workplace misuse of alcohol and drugs is to create and maintain a safe work environment for all employees while enhancing company productivity and profitability and reducing on-the-job injuries, absences and losses. Pat Schultz incorporates your company’s specific DFSP Policy provisions to make sure employees understand their responsibilities. Pat’s engaging strategies include traditional PowerPoint presentation, PowerPoint Game Show as well as interactive games and team activities so that participants forget that it is “mandatory training” and really get with the program.

Supervisor training is required to build skills that complement DFSP policies. Pat’s training is designed to help supervisors understand and practice those skills in hands-on, real world formats including scenario analysis, role play, group activities and debriefing.

Qualified initial and refresher education for Employees includes

  • The impact of substance abuse on the family
  • Specific drugs of abuse and symptoms
  • The latest drug trends
  • The “disease model” of addiction
  • Specific company policy provisions
  • Resources for substance abuse help and recovery


Qualified initial and refresher skill building training for Supervisors includes

  • Behavioral observation techniques to determine when an employee may be in violation of the employer’s DFSP policy
  • Intervention protocols to prevent incidents, accidents, and/or injuries
  • Documentation forms and checklists
  • Appropriate confrontation procedures
  • Reasonable suspicion testing requirements and protocols
  • Referral process for drug and/or alcohol testing
  • Referral process for assistance including a substance assessment by a qualified professional


“Train the Trainer” initial and refresher programs

With proper training, your managers or other company trainers can conduct employee education sessions and still meet all requirements under the Ohio BWC Program. This full-custom option is always based on individual company structure, personnel and objectives and includes a ready-to-run PowerPoint presentation designed to support their training style and fulfill DFSP requirements.

Please review the video below for an important 2017 Employment Law update, regarding the new medical marijuana law in Ohio and the new OSHA regulations governing post accident testing.

you were born rich

You Were Born Rich

Are you searching for success?

Do you want a step-by-step approach to fulfilling your dreams?

Would you like to harness the power of image-making?

Everyone is born rich, sometimes we are just a little short of cash … You Were Born Rich can be used as a step-by-step manual to bring you closer to your financial goals as well as personal fulfillment. Each month, Pat will walk you through 2 chapters of this ground breaking book written by Bob Proctor, the Master Thinker. You Were Born Rich is a monthly program based on the premise that you have rich resources lying dormant within you, waiting to be developed. The development of those resources will cause the manifestation of prosperity in your material world.

Agenda and Takeaways

You Were Born Rich will take you through chapters on…

Chapter 1: Me and Money
Chapter 2: How Much is Enough
Chapter 3: The Image-Maker
Chapter 4: Let Go and Let God
Chapter 5: Expect an Abundance
Chapter 6: The Law of Vibration
Chapter 7: The Risk-Takers
Chapter 8: The Razor’s Edge
Chapter 9: Don’t Think in Reverse
Chapter 10: The Vacuum Law of Prosperity