While there are plenty of skeptics out, Coaching does get results. Documented research and the hands-on application of coaching, has proven this. If the coaching process is done properly and effectively coaching can yield a return on investment far greater than most people realize. What does successful coaching that gets results look like? Consider this rare inside look at how a Coach took an outside-in approach to helping an employee increase and maximize performance, not to mention saving his job.
Dear ________
I wanted to take an opportunity to thank you [again] for the workshops a few years back that have proven to be extremely valuable to me as a manager, mentor and coach and would like to share a recent success story with you if that’s OK?
We had an employee who has been with the company for many years – in fact he celebrated his 12th anniversary w/the Company on July 6th. He had slipped into a ‘rut’ over time and in coaching sessions had revealed to me that while he was “happy and content” with his current position and responsibilities, he felt he had been overlooked in compensation and promotion opportunities over time. (My perception based on his behavior and demeanor was quite the opposite – that of unhappiness and discontent.) I committed to him 2 years ago that I would personally do what I could to move him up, but that he had to “buy in” and take greater initiative before I could advocate any advancement.
As he continued to make some improvement, I recommended him for an officer promotion (with no additional compensation) a year ago, but was denied by leadership since they hadn’t observed the initiative necessary for advancement. I felt this would compel him to accelerate his efforts, but realized then and especially now that “rewarding” with an expected improvement isn’t likely to have the same impact as “rewarding” for observed improvement.
In the meantime, he continued to do just enough to get by and with a change in leadership, it was suggested that we let him go (outright w/no relocation or reassignment to another department). While this might have been justified at the time, I felt 11 years tenure w/the Company had some value and that he had untapped talent and skill that would undoubtedly add value to our department and to the company as a whole. I appealed for one last chance to coach him up, we put him under a stringent “performance plan” with required dates to reach expected competency in various areas.
The short story is that we are meeting at 3pm today to review his progress. As a result of his efforts, I have recommended and gained support from 3 levels of management (up to the Chief Credit Officer) to not only promote him from_______ to ______ but to promote his functional title resulting in a pay grade advancement in addition to a slightly more aggressive incentive plan – conditional upon a 9-12month timeline with increased responsibilities and expected competency in specific areas every 90 days. (This is an “open-end” comp change plan that may be extended if thresholds are not met as timely as expected.)
The end result will be that his salary will increase over time by ____ potentially within a 12 month period… Beats the heck out of 2.5% per year in my book! We now have a committed associate who is punctual, smiling when he reports to work and smiling when he leaves. Where he was once very stand-offish and unapproachable, he now exhibits a sense of humor and positive banter among his fellow associates.
In my opinion, today’s environment is much different than that of ______. No longer (at least for now) do our associates “choose” to work for us due to plentiful opportunities elsewhere. Unemployment is at unexpected levels so if we lose them today, they could potentially be unemployed for quite some time.
The outcome could have been quite different had this associate not accepted accountability and made sure that he reached deep within himself to make some personal changes. I am proud of the progress he has made and will be delegating and depending on him much more heavily in the months and years to come. His peers within the department and across the company have noticed, commented and documented the positive changes they have observed, up to and including the same leaders that advocated his termination only 5 months ago.
My intent w/this email is NOT to boast (for in fact I am humbled), but to testify to the effectiveness of the “Coach Approach” rather than dictatorial management style. What a great tool to bring out the best in others, and what personal satisfaction comes from it as a result.
I sincerely hope that all is well with you and yours. THANKS again! I APPRECIATE YOU!!
Respectfully,
_____________________
The testimonial above clearly shows that coaching does get results. Factor in the value of not having to hire, train, and develop a new employee, that you didn’t lose an employee with 11 years of experience, and that the person is an “officer level” candidate, you can see a cost savings of six figures — potentially getting close to seven figures by the time everything is said and done. Coaching can directly and indirectly affect the bottom line. Take the time to coach and get the results you need.
While there are plenty of skeptics out, Coaching does get results. Documented research and the hands-on application of coaching, has proven this. If the coaching process is done properly and effectively coaching can yield a return on investment far greater than most people realize. What does successful coaching that gets results look like? Consider this rare inside look at how a Coach took an outside-in approach to helping an employee increase and maximize performance, not to mention saving his job.
Dear ________
I wanted to take an opportunity to thank you [again] for the workshops a few years back that have proven to be extremely valuable to me as a manager, mentor and coach and would like to share a recent success story with you if that’s OK?
We had an employee who has been with the company for many years – in fact he celebrated his 12th anniversary w/the Company on July 6th. He had slipped into a ‘rut’ over time and in coaching sessions had revealed to me that while he was “happy and content” with his current position and responsibilities, he felt he had been overlooked in compensation and promotion opportunities over time. (My perception based on his behavior and demeanor was quite the opposite – that of unhappiness and discontent.) I committed to him 2 years ago that I would personally do what I could to move him up, but that he had to “buy in” and take greater initiative before I could advocate any advancement.
As he continued to make some improvement, I recommended him for an officer promotion (with no additional compensation) a year ago, but was denied by leadership since they hadn’t observed the initiative necessary for advancement. I felt this would compel him to accelerate his efforts, but realized then and especially now that “rewarding” with an expected improvement isn’t likely to have the same impact as “rewarding” for observed improvement.
In the meantime, he continued to do just enough to get by and with a change in leadership, it was suggested that we let him go (outright w/no relocation or reassignment to another department). While this might have been justified at the time, I felt 11 years tenure w/the Company had some value and that he had untapped talent and skill that would undoubtedly add value to our department and to the company as a whole. I appealed for one last chance to coach him up, we put him under a stringent “performance plan” with required dates to reach expected competency in various areas.
The short story is that we are meeting at 3pm today to review his progress. As a result of his efforts, I have recommended and gained support from 3 levels of management (up to the Chief Credit Officer) to not only promote him from_______ to ______ but to promote his functional title resulting in a pay grade advancement in addition to a slightly more aggressive incentive plan – conditional upon a 9-12month timeline with increased responsibilities and expected competency in specific areas every 90 days. (This is an “open-end” comp change plan that may be extended if thresholds are not met as timely as expected.)
The end result will be that his salary will increase over time by ____ potentially within a 12 month period… Beats the heck out of 2.5% per year in my book! We now have a committed associate who is punctual, smiling when he reports to work and smiling when he leaves. Where he was once very stand-offish and unapproachable, he now exhibits a sense of humor and positive banter among his fellow associates.
In my opinion, today’s environment is much different than that of ______. No longer (at least for now) do our associates “choose” to work for us due to plentiful opportunities elsewhere. Unemployment is at unexpected levels so if we lose them today, they could potentially be unemployed for quite some time.
The outcome could have been quite different had this associate not accepted accountability and made sure that he reached deep within himself to make some personal changes. I am proud of the progress he has made and will be delegating and depending on him much more heavily in the months and years to come. His peers within the department and across the company have noticed, commented and documented the positive changes they have observed, up to and including the same leaders that advocated his termination only 5 months ago.
My intent w/this email is NOT to boast (for in fact I am humbled), but to testify to the effectiveness of the “Coach Approach” rather than dictatorial management style. What a great tool to bring out the best in others, and what personal satisfaction comes from it as a result.
I sincerely hope that all is well with you and yours. THANKS again! I APPRECIATE YOU!!
Respectfully,
_____________________
The testimonial above clearly shows that coaching does get results. Factor in the value of not having to hire, train, and develop a new employee, that you didn’t lose an employee with 11 years of experience, and that the person is an “officer level” candidate, you can see a cost savings of six figures — potentially getting close to seven figures by the time everything is said and done. Coaching can directly and indirectly affect the bottom line. Take the time to coach and get the results you need.
“I hope business is slow today” is a constant theme that is present in many organizations. This theme is about individuals, employee, and managers who do not understand or fully realize the importance and value they provide the organization and work they do. These are the people that come into work today, do their job, and collect a pay check. These are the people that truly hope business is slow today through a misunderstood notation that being slow benefits them. Yet the irony of the situation is if business were slow every day, it is likely the organization who provides their paycheck would cease to exist.
If you pay attention to the world of work, you will observe that this them is quite prevalent. It is likely it exists among employees in your own organization (if you haven’t seen it already). It is likely present with your clients, the vendors who serve you, and even at your favorite lunch spot. You don’t have to look hard or far to find those people who truly hope that business is slow today.
Generally speaking, these people aren’t bad people, free loaders, or poor hires. The fact is many of them fail to see or have not been given the full picture of how they help the organization and why they matter. Leaders and managers must be on the look-out for people who hope business is slow, and make an effort to help motivate these individuals and help them understand how important they are to the organization. Couple this with frequent coaching (formal and informal) and a creating a culture of feedback, and you’ll soon find your employee are engage to have a productive day at work with a focus on the bottom line.
This is that time of year when managers begin planning for an effective performance review with each person that reports to them. Performance reviews can provide excellent documentation for the company’s performance management process
Yet if not properly or effectively done – performance reviews can result in a lost opportunity for the performance management process or at least make your life miserable. Performance Reviews are traditionally held at the end of the year or within the first part of a new year. Below are proven techniques that can help you conduct a productive and highly effective performance review.
How to approach the Performance Review While leaders should be coaching throughout the year, the yearly Performance Review is the one time when the leader has a formal opportunity to provide his or her employees feedback. Leaders owe it to the employee to take this process very seriously. The Annual Review should be an opportunity to create open and candid discussions. Typically the annual performance evaluation should not be a surprise to the employee. Your goal in the review should be to link performance to employee capabilities and to a developmental plan. Be SPECIFIC!
How to write the Performance Review Start by providing the employee the opportunity to “tell their story”. You might even have them write it in 3rd person – “Jeri did…. This provides an opportunity for coaching –know the employee’s successes as well as the areas for developmental opportunities. Review their comments as well as your own.
Review the last year’s Performance Evaluation. Where were they last year? Are they still being coached on the same things? Where has significant improvement been made? How have they impacted the team? The department? The organization? How have they increased workplace productivity?
Open your files. Hopefully, you have developed a system that records your routine coaching with the employee. Your records might follow a coaching guide or simply contain notes about the employee’s capabilities or competencies. You can have notes from meeting notes / participation, feedback sessions, and team input
Your file should also have productivity metrics or scorecards, specific examples via observation and be linked to any performance management issues.
Do not include vague comments such as “Kelly is a great employee.” These are useless without the specific behaviors on why the employee is good, outstanding, etc. Also be careful of the “halo” and the “pile-on” effects. Good employees need direction on specific areas for them to grow, improve and do better. Get examples of when or where the employee showed strong performance, weak performance, new employees.
Remember, in order for the Performance Review to be most effective, obtain employee feedback and write the plan together. Have the employee take ownership
Let them make the first draft Provide feedback, input and recommendations. Collaborate together to finalize the plan but remember – this should be their plan
Where and When to Conduct a Performance Review Conduct review in semi-public places, an office suite, a meeting room, or break out room. The area needs to be relaxed area, not intimidating. A desk can provide a barrier and the bosses office can be intimidating. Do not meet in restaurants or hotel lobbies (too loud and no privacy).
Schedule a time when you can talk without interruptions. Make certain that the employee knows that this is their time. Most leaders preferably like to conduct reviews at the beginning of the day so the employee can reflect upon the review and start implementation of any development plans
How to Follow-up a Performance Review Following up with the employee should be part of the performance evaluation. Review the plan at least quarterly – how is their progress? How is your support? What changes need to be made, if any? Set a specific time with the employee to check in on actionable items. Note dates/times for follow up on capabilities / competencies and don’t forget. If you can’t meet at the time set, make new arrangements before.
Performance Evaluations – when done effectively, can increase workplace productivity, provide welcomed feedback and are rewarding to the quality performers. They also serve as a useful tool for the manager in a performance management situation.
Whenever I watch a business show on television, I am amazed at the number of times the word “expectation” is used to describe the performance of a company’s perceived value and stock price. It seems that investor “expectations” often drive stock prices in the market. When a company exceeds expectations, the stock price skyrockets and when a company does not meet or is below investor expectations, then prices plummet reflecting the dissatisfaction of investors in the performance of a company.
This same drama plays out on a much smaller scale with leaders and their individual team members. Expectations play a big part of an effective relationship. The only problem is that all too frequently expectations in the mind of the leader versus expectations in the mind of the follower are unclear, confusing, and ambiguous. Yet, everyone wants to know what is expected of them. We want to be clear about our obligations and duties. We want to be able to anticipate the outcomes and requirements necessary to be a good performer and add value to an organization.
Expectations bind us together; they are the fabric that forms a relationship. Expectations play a key role in building trust and confidence as we anticipate the probability of someone executing necessary duties. When trust is high, we value and leverage our relationships more. When expectations are not achieved our trust bank account is depleted.
Expectations are a key driver in the motivation and engagement levels of people. When people understand expectations and buy in to them, they work harder to fulfill those expectations just like a company does in the financial market. People want to know what is expected of them so they are then able to make decisions about the intensity and discretionary performance they are willing to give towards a task or job. When coaches create a two-way agreement with their team members about expectations, they set the stage for the extraordinary performance necessary in a highly competitive world
CMOE is an advocate of a simple process that we call “the alignment meeting” as a tool to define and clarify expectations. The alignment meeting or discussion should occur periodically with any team to maintain a clear picture of everyone’s expectations. These alignment meetings only take one or two hours with a typical team. They should occur more often for teams that are in a state of change or are in conflict, and less often for stable and harmonious teams. Every time CMOE associates have facilitated an alignment meeting, the topic of feedback coaching and mentoring always surfaces. People have a thirst to know how they are doing, where they stand, and where they are going. They don’t want to be a non-performing asset in the enterprises portfolio of resources. Most people want to be productive contributors, but in order to do that, they need information, feedback, and guidance from a coach. This dynamic creates a “perfect storm” for the leader. If the leader is able to capitalize on the need people have for feedback on their performance, and solidify an “expectation’s agreement,” the leader will then be in a position where people seek out and expect coaching and feedback. This creates a legitimate reason to coach people on key factors that will drive performance for the team and the individual. Coaching then becomes one of the central expectations of the team’s culture. When a leader needs to courageously engage anyone on the team about an important topic or situation, they have an expectation platform or a “license” to operate from. The leader has an understanding that it is their duty and obligation to share information, direction, and feedback. It becomes the normal thing to do; no one feels singled out or targeted. In turn, when feedback is lacking, people on the team are more likely to ask for it and hold the leader more accountable to perform coaching tasks.
The license to coach makes it easier to give and receive coaching. It becomes a natural process. Everyone buys into it because everyone understands that to run a business, you need to be able to talk to people about their performance. When leaders create a license to coach by bringing sound skills to the process, people will excel and even exceed your wildest expectations.
I’ve been fortunate enough to be exposed to some of the world’s foremost authorities on coaching others for business success. I’ve been able to see firsthand the results effective coaching has in organizations from all over the world. Despite this, when I think back to my first management position at a world-renown advertising agency, I realize that I wasn’t as effective coach and leader as I should have been. At the time, I was young, inexperienced, and most importantly, without any advice from senior leadership on how to be a great leader. My promotion to a manager was based on being technically skilled at the job. I had many shortcomings leading and coaching others for success and I know now my leadership deficiency likely caused some problems with my co-workers and team. If I could go back in time, I would do some things differently.
Just a few weeks ago, I recognized one of those major deficiencies while standing in the checkout line at a home improvement store. The store wasn’t too busy, but I was eager to give my money away and get home to my project list. I watched the three people in line ahead of me with great anticipation. The woman at the front of the line was purchasing various plants and other outdoor home improvement goods. The first problem occurred when the bar codes on the plants didn’t scan correctly. Then, the cash register system started malfunctioning. The checker, who must have been a relatively new employee, quickly became frazzled. Because he didn’t know how to solve the problem on his own, he called for his manager. The manager, looking saintly and important, strolled over to the register and gently nudged the checker out of the way. He pushed a few keys on the register to fix the issue and everything was as good as new. The manager then quietly exited without saying a word. The checker gave a polite thank you and the manager, without turning around, gave a wave of acknowledgment. The checker finished with the first customer and moved to the next man in line. He experienced the same problem with this customer. Sure enough, the register started malfunctioning, and the checker had to call his manager to solve the problem. This time when the manager strolled back, he pushed a few buttons, turned the key on and off, and said “that should solve it.” I watched the manager closely as he went on his merry way. He seemed satisfied with the speed of his performance.
A couple of hours later, I was back at the home improvement store to purchase a few items that I forgot earlier in the day. I happened to return to the same checkout line and checker and so I asked the checker if his boss had shown him how to troubleshoot the register. He laughed and said “I was told to call my manager over if I have a problem, and it is his job to solve problems how he best sees fit.”
The gap of coaching in this organization became clear. When the manager failed to share his basic knowledge of the register and help the checker troubleshoot problems when they arose, he created dependency. The checker was not empowered to learn, nor did he want to solve any problem on his own. It was painful to realize that I used to be that kind of manager. It was clear that it created trouble for me and my entire team. Whenever something went wrong, I would swoop in to save the day. I used my knowledge and problem solving skills to become an expert and increase my reputation as a “go-to” person. However, I missed many coaching opportunities to share my knowledge with my team. After a while, I was just solving problem; not leading the team and coaching its members to excellence.
I have noticed that the best coaches in the workplace do more than just help or fix problems. They constantly provide guidance, look for opportunities to collaborate, and offer timely advice and assistance for developing others. When a coach looks to enhance growth and performance, promotes individual responsibility, and encourages accountability, you see true magic take place. The great thing about coaching is anyone can learn to do it.
One tip I would recommend to managers and leaders is to get to know your people. Take an interest and have a personal stake in their development. Find ways to encourage learning and communicate your desires to your people on a regular basis. For additional tips check our blog on a regular basis or give us a call to speak with us in person.
In Part 1 and Part 2 of “Which Comes First, Coaching or the Need for Coaching?” it was discussed that most coaches wait for the need for coaching, rather than proactively coaching, which in turn reduces the actual need for coaching. From these two posts, new questions may have surfaced. Some of you may be asking, “If there aren’t any problems or issues, then what would I coach about or coach to?”
CMOE has identified four type of coaching opportunities, listed below in no particular order.
1. Improvement
2. Development
3. Reinforcement
4. Alignment
As you may have guessed, CMOE categorizes “the need for coaching,” under Improvement (1). Coaching of this type targets elevating performance and overcoming setbacks, shortcomings, issues, concerns, and problems. However, CMOE has identified three other types of coaching opportunities that will serve as a preemptive strike to such issues. Coaching for Development (2) is focused on enhancing potential, teaching skills, and clarifying expectations – your’s, the coachee’s, and the organization’s. Coaching for Reinforcement (3) involves helping the coachee sustain and expand strengths, successes, and achievements. Coaching for Alignment (4) deals with helping the coachee change and build commitment to new strategies, goals, and processes. After you have finished reading about CMOE’s four types of coaching opportunities, you may yourself realize that problems and issues aren’t the only reason leaders need to coach.
Despite the various opportunities, managers typically only coach for Improvement, or “the need for coaching.” I challenge all readers to make an effort to get out of this coaching rut and start coaching to the other three types of opportunities listed above. Managers will likely find that “the need for coaching” will actually diminish because the causes to such problems will be addressed early on, before a problem fully develops. Please keep your thoughts and comments coming and I welcome any follow-up questions.
“What comes first, coaching or the need to coach?” This is a very interesting question and one that has been asked before in CMOE’s Coaching Skills Workshops. If this question is one you’ve found yourself asking as well, I hope to be able to answer it for you in this second part of the blog. If you have not yet read Part 1 of this discussion, please click here.
According to CMOE’s definition, coaching is not done strictly on a need basis. While coaching is effective for addressing problems and challenges, CMOE feels coaching is more effective and should primarily be used for preventing such problems and challenges. So, rather than view coaching as merely a corrective action, consider it more as a pre-emptive strike. If leaders spend time influencing, developing, and assisting their employees on a regular basis, problems and challenges are less likely to arise. Additionally, if leaders are conducting coaching sessions on a regular basis, a constructive relationship will be established, efficient communication processes developed, and employees will know what to expect from such discussions. Thus, if a problem does arise, the coaching conversation is likely to be easier for the leader to conduct, easier for the employee to participate in, and a more straightforward and positive experience for all.
So which comes first? In most situations, the need for coaching will present itself and require coaching before a leader takes action. In the ideal situation, coaching comes first and is repeated on a regular basis. If you find yourself in a situation where the need for coaching comes first, I would like to challenge you to ask yourself why you waited for the need to arise and what is holding you back from taking a pre-emptive strike by coaching to influence, develop, and assist your direct reports. If you don’t have the answers or tools to change your behavior for the better, I would encourage you to read up on the subject. To ensure you are spending your reading time on something that will yield results, I recommend CMOE’s book, The Coach; the first research based book on the topic of coaching in the business environment. In the meantime, please post comments and keep your eyes peeled for Part 3 of this blog, which will review four types of coaching opportunities and further address the question, “Which Comes First, Coaching or the Need for Coaching?”
We can all understand that it is important to help employees to improve their performance and increase in their skills, but sometimes it just takes too much time. There are too many employees and too much work to get done to be able to have a solid coaching session. Wrong! Take a look at the following video which demonstrates how an employee’s performance can be evaluated and his strengths encouraged in a natural setting. This method is so obvious and natural. Watch this demonstration of a One Minute Employee Coaching Session.
When it comes to coaching, most of our efforts are spent with those that report directly to us. This begs the question; what needs to be done when you need to coach your boss on a particular issue? Can you achieve the results you desire and can it really be done effectively? Interestingly enough, sometimes the person who needs coaching the most is your boss, and there are ways you can coach your boss without feeling too much pressure.
We have to admit that in the business world today there are still a few managers who are less receptive to coaching and it may seem like the smart thing to throw in the towel and focus your efforts in other places. These few managers have narrow vision and see just one way to accomplish anything; their way. However, there are many bosses and leaders out there that are very receptive to coaching, feedback, and are willing to listen to other ideas that improve workplace performance. Great leaders recognize that someone else may know something they don’t, or something they could benefit from, and are more willing and open to suggestions from people who are willing to take a risk to coach their boss.
Coaching a boss or leader might not be so different from when you coach a direct report, but how can you effectively and transparently send your message up the chain of command? Carefully, and in a professional and tactful way is a simple answer. Also, it may take a little more effort to get the point across. The key here is to be sure you deliver the message in a way that your manager will be open to. When done successfully, it can really open up future dialogue and improve coaching conversations between you and your manager.
Here are a few tips in delivering the message: Plan your conversation. Decide what your topic is and walk through the key points of the conversation. You may actually want to practice it in your mind and when available find someone to rehearse the conversation with you before you go in to the meeting. If your manager agrees with you on many of your ideas, you can present the framework of how you see the future unfolding if no change takes place. Here is a great place to let your manager reflect on the future and how they see it unfolding under current circumstances. You may not have a grasp of the whole picture, so your leader’s ideas and thoughts might be very informative. The great thing about this is that your ideas might be very informative to your boss as well, making it a win-win conversation
After you have discussed what the future might look like (without any changes), let the impact of that statement sit with your boss for a while. Then, propose a plan or a solution to the problem you have brought to your leader’s attention. You may want to have more than one idea to propose and you should solicit ideas from your leader for the solution. By getting input from your boss you actually transfer ownership of the solution from just you to the two of you, creating collaboration, partnering, and synergy in creating solutions to business problems.
After some details to the plan have surfaced it may be time to identify obstacles that would hinder the success of any proposed solutions. This is a great opportunity again to gain some insight and perspective from your manager on what might trip up the plan in the future. Remember, your boss may have a more intimate knowledge of future business goals, plans, and objectives. Listen for those carefully as you may need to re-visit your plans based on your leader’s feedback.
When a solution is agreed upon, this is a perfect opportunity to clearly define what you are willing to do to implement the solution. By showing your commitment to the solution and asking for your leader’s commitment you are cementing the plan and creating the proper action steps for the future. The key here is to show that you are going to be part of the solution and not part of the problem. In addition, it might be helpful to state or recap your point of view and highlight some best probable scenarios for the future if the new plan is implemented? Employees that are willing to bring opportunities to the manager’s attention, collaborate on solutions, and provide a vision of the future are going to be seen as top performers.
When you are coaching up, you are taking a proactive approach to point out opportunities to improve the organization. Coach up when it’s appropriate.