Archive for the ‘sales coaching’ Category

The Three Whats of Coaching, Part 2

Wednesday, January 4th, 2012

Continued from The Three Whats of Coaching, Part 1

1-2-3What Two

After the employee has explained the situation, the coach moves to the second what question. The purpose of the second what is to clarify in the employee’s mind what impact his or her behavior had. Impact can be individual, on another employee, on a customer, group of employees, or the entire organization. Both the coach and the employee must be clear on how wide the impact is. Until the employee clearly understands impact, behavior change will be difficult.

Example of the second what question include, “So after that happened, what reaction did you see from other employees?” Or, “What did the customer’s face tell you about what you did?’ Or, “If several of our employees did the same thing, what impact would it have on our customers?” Or, “How long could we stay in business if many employees acted that way?” Or, So what do you think happens to you standing in the company when you do things like this? Or, “When I hear thinks like this, what do you think goes through my mind?”

Answers to the second what questions can be slow to emerge from an employee. That is because if the employee had a clear understanding of impact or consequences before he or she did the behavior, the outcome would likely have been different. People can act without consideration of the outcomes, consequences, or impact. As a result it’s important for the coach to proceed slowly through both the first and second what questions. Ineffective coaches practice “speed coaching,” while effective coaches practice “slow coaching.”

What Three

The third what question is a natural progression for the first two questions. After the situation and its impact have been clearly defined, as volunteered by the employee, the logical next step for the coach is to ask, “So what do you need to do next?” Or, “Now that you have described what happened and the impact of your behavior, what would you like to do next?” Or, “I appreciate your honesty in describing the situation; with equal honesty tell me what would make this situation better?”

If the plan to resolve the situation is created and explained by the coach, then the coach owns the plan. The best employees (the top 20 percent) can hear their coach’s plan and adopt it as their own, thus creating psychological ownership, but the other 80 percent will not. A plan owned only by the coach is unlikely to have much of a change of working. If, however, the employee volunteers the plan them the employee will create psychological ownership and be far more likely to implement it and resolve the problem.

Of particular importance to managers is the fact that when an employee has psychological ownership of both the problem and its solution, he or she is very likely to not only work hard to fix the problem, but far more important, the employee is not likely to cause a similar problem in the future. In other words, resolving problems correctly with the Three Whats of Coaching not only solves today’s problems, but it also helps prevent tomorrow’s problems from happening.

Thus far mostly corrective coaching has been discussed. But coaching is not merely a corrective technique; it is also a supportive or reinforcing technique as well. Indeed, world-class coaches use coaching for positive purposes to reinforce behaviors they want repeated far more frequently than they use coaching to correct problems. The ratio for world-class coaches is at lease 5:1: meaning they are supporting positive behaviors five times more frequently than they correct them.

The good news is that the Three Whats of Coaching works equally well when reinforcing a behavior as it does when correcting a behavior. It’s the same sequence, with many of the same questions. Rather than saying to an employee, “Way to go.” “Good job.” An effective coach takes a cople of extra minutes and asks the three what questions. And by doing so the coach gains far greater advantage because of the power of the discussion.

The Three Whats of Coaching, Part 1

Monday, January 2nd, 2012

123 BlocksBeing a new manager can be exciting, confusing, and sometimes even a frightening experience, especially if the person hasn’t been adequately trained in managements and leadership principles. One of the most common mistakes a new manager can make is the practice of being too much of a “teller,” “commander,” or “controller,” and not enough of being a “listener,” “learner,” and “asker.”

From the outside it may sound reasonable that a manager should demonstrate control by telling people what so do. And if the people don’t comply well enough, or fast enough, it’s equally reasonable that the manager should show who is in charge by exercising some form of sanction or discipline. In days long past this philosophy was quite common and it actually worked, to a limited extent.

Today, however, workers simply won’t tolerate what they believe are unfair management practices. They especially won’t tolerate a manager, who is overly bossy, unreasonably unfair, or inappropriately controlling. Workers today have grown up in a different world that expects managers to be efficient and leaders to be effective.

When a manager would like a worker to repeat a behavior, or when a manager would like a worker to change a behavior, the best method is to accomplish both is coaching. Effective coaching will reinforce a behavior, or correct a behavior, without the manager being perceived as bossy, unfair, or controlling.

There is so much research on coaching that it is amazing more managers haven’t learned how to coach, and don’t practice the time-tested techniques. Although there are many coaching models that have been developed, most of them focus on a couple of basic principles.

Coaching models range from simple to complex. The simple models work in most situations with most people, and complex models work in almost all situations with almost everyone. The most basic model involves a simple process called “The Three Whats.” This simple process is so easy to learn that virtually any manager can memorize what each what means and how to apply it in a coaching situation.

 

What One

The first of what of coaching is to ask the question, “What happened?” or, “What is going on?” Or, “Describe for me what happened.” Or “Tell me what you see.” The purpose of the first “what is to define the situation, to clarify the details, or to bring out the facts of what happened: only from the employee’s point of view, not the manager’s! A controlling manager might begin coaching with, “this is what you did and I’m upset! By contrast, effective coaches would begin with a neutral demeanor and an open-end what question. The difference between the two approached is striking because beginning a coaching session with an accusatory statement including a challenging demeanor will typically case the employee to become defensive. Once the employee is defensive it is difficult at best to move the coaching session forward. This explains why so many new (and sometimes experienced, too) managers have problems changing employee behavior.

Learn about the other two Whats in The Three Whats of Coaching, Part 2

Coaching for Mutual Understanding

Monday, February 16th, 2009

Leaders and team members need to be perfectly clear when communicating with each other. We cannot assume that the other person will always understand our meaning, and very often we will have to clarify ourselves to be sure that both the message and received message is the same. This lack of common language can be very frustrating when coaching someone on a very sensitive issue.

While my instance didn’t have a dreadful outcome, difference in understanding caused a leader inconveniences, if not major problems. One of the employees at the department store where I previously worked as a manager was a good clerk, but often caused an issue because of the way she dressed. While the elderly gentlemen at the retirement center across the street adored her and would wait in line just to have her talk to them, our women customers (particularly mothers) and the other clerks often complained about her dressing habits. The way she dressed was more conducive to a bar or pub rather than a department store.

It fell to me to discuss the issue with this clerk. Knowing what I know now, my conversation would have been much easier if I had the 8 Step Coaching Model to help me through. In Step 2, Dr. Stowell explains how a coach should Define the Topic and Needs and in Step 3 Establish Impact, always in a supportive way. Unfortunately, when I talked with this clerk, I immediately went to Step 3 – Establishing Impact. “The way you dress is inappropriate, tone it down a bit. Okay?” She showed up the next day in her uniform top still too tight and still too immodest.

If coaching others is not properly executed, there may not be a mutual understanding of the performance issue at hand.When I questioned her why she still dressed the same way, despite our conversation, she looked at me defiantly and said, “I didn’t even wear any makeup!” She then proceeded to complain vehemently how no one else was told to quit wearing makeup. My communication has been totally misinterpreted. “Toning it down” had nothing to do with her makeup in my interpretation, but that was the way she understood it. I should have taken the time to explain that the “topic” was the provocative fit of her clothes, not her cosmetics. Step 2 of the Coaching Model is to create a mutually understood picture of what is happening.

Something I might have said was, “I can see that you are sincere in doing the best job you can. I am concerned of the representation of our organization through the way you wear your clothing.” After she thought about it, we could talk about why her dress style could affect the organization. She needed to understand how the way she dressed impacts the organization and her team members.

Or maybe I could have said, “Our customers shop here because we serve family needs. So our dress code requires clerks present a family friendly appearance. You are very important to that image because you are one of the last and first people our customers see. What do you think you can do to present an image our customers would be more comfortable with?” This would have given both of us an opportunity to clarify exactly how we could reach the most appropriate result.

When you address an issue, do you slow down to make sure the recipient understands or do you assume you are always understood? Coaching requires that both parties are on the same page before proceeding to “Establishing the Impact.”

Sales Coaching Tips – Part 2

Monday, January 5th, 2009

This is part two in a two part series on Sales Coaching Tips.  If you have not read Sales Coaching TIPS – Part One, click here.

In part one of this series, three types of field coaching were identified.  Unobserved coaching calls, observed coaching calls, and joint sales calls.  Effective sales coaching, utilizes this more direct approach, while taking certain variables into consideration to ensure a sales managers approach is tailored to each sales representative for the greatest chance of success with coaching.  Here are a few variables to consider:

Variable to consider when field coaching or sales coaching

Observed coaching and joint-sales calls need the most preparation and skill to manage the dynamics that may occur with customers.  Sales coaches should consider the following recommendations to ensure effective observed and joint sales calls.

Pre Call Meeting

Prior to any call the manager should meet with the rep to understand the nature of the call, the call objective, and the call plan or strategy.  Some questions to ask are, “Are they realistic?”  and “Will they move the opportunity forward?”

Stick to Your Role

Some questions a sales coach should ask themselves before the call include, “Is it a safe call to join?” and “Can I be a supportive observer or do I have a unique role in contributing to the call objective?” It is usually best to not try to switch roles during a sales call if possible, so pick your role for each call carefully. Make sure you and the sales representative understand your role prior to the call.  Unless there is and established ”signal” or plan for engaging an issue with the customer, let the rep handle it.  It’s very important to keep strengthening the relationship between the customer and the representative.  If the customer directs questions to you, defer them to the rep first, and then support as needed.  If a customer calls about an issue, don’t fix it.  Instead, discuss the issue with the sales representative and have them get back to customer.   Keep the representative ”in charge” and help them build their relationship with their customers.

Use a “Post-Call” Debrief Process

Following a call, take some time to debrief with the sales representative.  Ask, “How did you think the call went?” Listen closely for their overall reactions and feelings. What they say is usually a good gauge of the sales representative’s perception of their own performance.  It is important to get the representative talking about the quality of the call and making their own judgments first, so they can learn to critique their performance on their own, not just when you’re there.

Encourage the representative to reflect back on the call objectives.  Ask, “How well did you accomplishing what you set out to do?”   Stop the representative from going to “what went wrong” right away and stick to with “what went well?”

Sort out one or two things to focus on in the future.   Have the sales representative identify one thing to continue doing and one thing to stop doing or change.  Keep this discussion short, concise, and simple.  This will help the representative find something they can try again on the next call and hopefully see improvement right away.

Sharing your observation of the representative’s performance and your perspective of the customers reactions can be especially helpful.   “Did you notice the customer’s initial reaction to your recommendation.? What do you think you did that triggered that?  What were you hoping for?”

Confirm the representative’s commitment to make a plan and try new things for the next call.  The coach should also recognize changes observed to reinforce the new skills and practices.   Help the sales representative look for other places to apply these new skills in other situations they face.

Sales coaching in it’s simplest form is the process of helping others accurately assess their current situations and decide what changes to implement.

Sales Coaching Tips – Part 1

Wednesday, December 31st, 2008

Business coaching is typically done in the office.  However in sales, some of the most effective coaching happens in the field while meeting with customers.  This brings both opportunities and challenges for sales managers to coach effectively and develop sales representatives.

Coaching, as sales coaches, is to help our sales representatives:

  • Sharpen skills and build confidence
  • Capitalize on strengths and neutralize weaknesses
  • Be willing to stretch and take risks
  • Commit to common sales “standards”

To become an effective sales coach, it is important to know and understand some concepts and tools common to sales coaching.

Field coaching

Field coaching is unique in that it occurs on the job.   This coaching takes place before and after sales calls, during preparations for upcoming sales calls, and while building strategy for a sales opportunity.  It is typically an informal, daily interaction between coach and sales representative.  Field coaching is often the most effective coaching because it is in the moment.  If coaching is withheld until the end of the day, valuable coaching and teaching moments are lost.

The Sales Coaching Spectrum consists of Joint-Sales Calls, Observed Coaching Calls, and Unobserved Coaching Calls

There are three types of field coaching, as described below:

1.  Unobserved coaching calls

  • Call is jointly planned
  • Call is executed buy the sales representative, without the presence of the manager
  • Call is debrief together afterward

Because unobserved coaching calls involve much smaller time investment by the coach, they can be done with greater frequency.  The coach can focus on guiding and coaching the call planning effort.  This activity helps improve the sales representative’s chances of success on the call and will provide the coach with valuable context for the post-call debrief.

2.  Observed coaching calls

  • Call is jointly planned
  • Call is executed by the sales representative, for the purpose of assessing and coaching by sales managers
  • Call is debriefed together afterward.

These are the trickiest, given the dynamics of the customer and sales representative interactions, so require more skill and preparation.  Observed coaching calls are the most effective in impacting sales performance.

3.  Joint-sales calls

  • Call is jointly planned
  • Call is  executed by both manager and sales representative
  • Call is debriefed together afterward

Here it’s important the coach has a good reason for being present for the call.  Some possible objectives for a joint sales call may be to provide a unique “value-added” contribution, to help sell the company, not the “deal, ” or to increase customer relation focus.

These three Field Coaching opportunities are more reactive, direct, and “in the moment.”  They are usually done between calls in a car, over lunch, waiting to see a customer, or in the hallway at the office. Like a sports coach during a game, it is important to take the opportunity to help the team member make needed changes right away.  This allows them to immediately apply the new behaviors and a chance for the sales representatives to see different results right away.

Good sales coaches utilize this more direct approach, taking certain variables into consideration to ensure their approach is tailored to each sales representative for the greatest chance of success with coaching.  To learn more about these variables, click here to read Sales Coaching Tips – Part Two.