INTRODUCTION

In response to your request for information about my services, I’m forwarding to you this proposal concerning Enneagram Personality Training. The Enneagram is a personality typing system that defines the nine types of people and how they relate. Enneagram Personality Training is designed to help professionals uncover their own personality types and to teach them to understand the personality types of their co-workers and clients.
Enneagram Personality Training will enable your staff to:
• Understand themselves and their communication styles.
• Interact more effectively with their co-workers.
• Discover the motivations, attitudes, fears and desires that impact your clients’ investment styles.
(Learn to read a room of people and intuit their personality styles.)
• Discern the communication styles of prospective clients and gear their presentations to their
particular personality types.
• Improve their personal as well as professional relationships.

THE PROGRAM

Consultation (1.5 hours)
Small-group and one-on-one evaluation of your staff’s Enneagram personality types using the Riso Hudson Enneagram Inventory.
Overview (2.0 hours)
Seminar-style format in which the key building blocks to establishing trust and rapport with clients and coworkers are explored through a discussion of the nine personality types. An in-depth analysis of each type is given ,which will enable the staff to better understand the communication styles of those around them.
Follow-up (2.0 hours)
Informal meeting to consider team-building approaches based on the interrelationship of the staff’s Enneagram’s configuration. Question and answer session.

CREDENTIALS

Diane Morrison has twenty-five years of teaching experience and more than fifteen years experience studying and teaching The Enneagram. She has taught Enneagram Personality Training to hundreds of educators, administrators, business people, and health care professionals in Colorado as well as Hawaii. She has trained with six different leading authors of Enneagram texts including Kathleen Hurley and Ted Dobson, directors of Enneagram Resources, Denver.

COST

Consultation: $150.00
Overview: $200.00
Follow-up: $100/hr (suggested: 2 hours)
Materials fee: $20/person, includes text with inventory and portfolio

CONCLUSION

Enneagram Personality Training will improve your staff’s communication among themselves and with their clients. They will better grasp how particular personality type interact with each other, and this knowledge will greatly impact their ability to meet their clients’ needs-to speak to them in a language they can understand.
I will give you a call on Monday, July 8, 1999, after you’ve had a chance to review this proposal to see how we can make Enneagram Personality Training work for Jacobin Financial.

The Enneagram

Enneagram comes from ” ennea,” for “nine and “grammos” which means diagram. Each point on the Enneagram refers to a distinct personality type (see chart below). People usually exhibit characteristics of one number, while being influenced by the personality types on either side. By learning about the Enneagram, you can better understand yourself and others and facilitate better communication with family members, friends and coworkers.

Nine Personality Types of the Enneagram

#1 – Perfectionist – Conscientious -has high principles
#2 – Giver – Loves to serve-seeks approval
#3 – Performer – Sets goals-strives for success
#4 – Romantic – Creative individualist-enjoys drama
#5 – Observer – . Absorbs information- a minimalist
#6 – Questioner – Loyal – frequently ask questions-doubtful
#7 – Epicure – The eternal youth-denies pain
#8 – Boss – Powerful-self reliant
#9 – Mediator – Avoids conflict-seeks peace