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Coaching for Results

Gemini Skills Workshop April 1998

Contents

1.

Creating the Environment 2.

Intervention Styles

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1. Creating the Environment

Approach each coaching intervention systematically

PLAN Before the Session DO During the Session

Prepare and analyze

• • • • •

Set the climate Set expectations Give and get feedback Develop an action plan Reinforce behaviors

Assess and follow-up REVIEW After the Session

But remember, sometimes a timely coaching intervention can appear unexpectedly and you will not have the opportunity to plan it.

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Plan: Preparing for Coaching

What is the behavior you think needs changing or strengthening?

Is this my problem or the client’s?

What is the behavior (goal) you want?

Is the problem one of knowledge or willingness or both?

What resistance/reaction is likely?

What is my Action Plan — How will I make it ours?

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Plan: Issues to Consider before Coaching

• • • • • • • • • •

Is the behavior in question a “high impact” behavior? To the entire team, or just me?

Is my focus on the behavior exhibited, or an assumption I have about the cause?

What do I expect to accomplish from the session?

How do I feel about the person? Are my perceptions overly critical or too soft?

What information should I use in preparation? Do I have examples?

What are the benefits for the individual, from their point of view, for altering the behavior?

What specific actions have I developed for the action plan?

What approach is likely to get the most cooperation from the person?

Have I made plans to involve them, get their ideas, for how to resolve the problem?

Have I allocated enough time? Is the location appropriate?

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Do: Conducting the Coaching Session

Set the climate

Set expectations

Get/give feedback

Develop the action plan

Reinforce

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Do: Set the Climate

Open the coaching session with casual conversation

Get the person to relax and talk freely

Transition to coaching through focus on what has been done so far

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Do: Set Expectations

Explain:

How long session will last

Why you are holding the session

What the desired outcome is:

– What do you wish to achieve?

– What does the other person expect from the session?

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Do: Get and Give Feedback

Strengths

Invite the person to summarize his/her strengths

Clearly support the self-assessment of those you consider real strengths

Get further clarification on those behaviors you do not consider real strengths

Identify other strengths that the person has overlooked. Cite specific examples

Opportunities

Invite the person to summarize skills not currently performed well. Objective is to gain acknowledgment of areas where coaching is needed.

Clearly support the self-assessment of those you consider real

• •

Get further clarification on those behaviors you do not consider real opportunities.

Identify additional needs the person may have overlooked or avoided. Cite specific examples.

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Do: Develop the Action Plan

Identify the strengths noted

List activities to maintain strengths, milestones and goals

Identify the needs noted

List activities to develop needs, milestones and goals

Outline the resources needed

Agree on the plan as a joint commitment

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Do: Reinforce

Summarize the Action Plan

Check for mutual understanding on key elements

Build mutual confidence that we can make it happen

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Review: Assess the Session and Follow-Up

Ask yourself:

– Did the session achieve the objectives?

– What went well?

– If I had to do it again, what changes would I make in my approach?

What follow-up coaching is required?

What is my role in the Action Plan?

When do I need to follow-up?

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2. Intervention Styles

There are four key intervention styles that we can deploy

Acceptant

Catalytic

Confrontational

Prescriptive

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We can use the acceptant style when . . .

A client’s feelings about a situation, a problem, other people or themselves are blocking their ability to move forward

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It is underpinned by two assumptions

The client is prevented from coming to terms with the problem or cannot find a way forward because of their feelings

The client has sufficient resources to find their own way forward once the feelings have been acknowledged and resolved

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Using the acceptant style

• • • • • • • •

Adopt an open, non-threatening body posture and use direct non challenging eye contact Smile and nod acceptance of client’s descriptions of their situation; use positive verbal signals (“uh-huh” etc) Paraphrase/summarise what the client is saying to you Encourage clients to say more Encourage clients to express their thoughts and their feelings about the situation. Give clients ‘permission’ to explore their feelings Use silence to allow clients time to think and articulate how they are feeling Do not discuss or apply any value judgements to the ‘content’ of the client’s problem Accept that the client’s initial definition of the problem is not necessarily the real problem. Start from where the client is and allow them to explore and redefine their problem. All diagnoses are made by the client.

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Above all listen at three levels

1.

What is the client saying?

2.

What is the client not saying?

3.

What is it that the client cannot bring himself/herself to say?

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We can use the catalytic style when . . .

Clients do not have enough relevant data to make a decision about change or they have so much data they are overwhelmed and can’t distinguish the essentials

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The catalytic style relies on some key assumptions

That the clients want to solve the problem and are capable of exploring various aspects of it with help

That either additional data, or more structured data, will have a significant impact on client perception of the situation. And, as a result of this change of perception, clients will be able to decide on an appropriate course of action

There is sufficient data within the client system to make a decision although it may currently be difficult to access or interpret

There will be greater client commitment to a decision if it is owned by them. It is essential that the clients make their own decisions based on the data

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How do I use the catalytic style?

Use open questions to encourage clients to describe their situation but also accept the client’s perspective as the legitimate start point

Use ‘who’, ‘what’, ‘where’, ‘when’, ‘how’ questions to help clients explore the situation for themselves

Only use ‘why’ questions sparingly otherwise it will create an interrogatory atmosphere

Sometimes suggest data-gathering methodologies in order to collect more information about the situation - however, such suggestions should be made tentatively: the client should be allowed to develop their data-gathering approach wherever possible

Encourage clients to make their own decisions - do not allow yourself to be drawn into making the decision for them. Equally, do not offer your opinion on which decision is best

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Above all . . .

Do not hide a prescriptive suggestion behind a supposedly catalytic question e.g., “Have you tried...?” or “Would it be useful if...?”

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We can use the confrontational style . . .

In situations where the clients are part of the problem and there are discrepancies between what they say they do (or think) and what they actually do (or think) in practice.

To highlight the implications of a client continuing with a current behaviour pattern

To point out the impact a client is having on you

Confrontation does not involve blame or judgement. It objectively highlights the gap between what clients said they were going to do and what they actually did. The choice of what to do about the discrepancy remains with the client.

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The assumptions underlying the use of the confrontational style are . . .

The client’s values, beliefs and behaviour are part of the problem that you are trying to resolve

The clients do not have insight into (or choose to ignore) discrepancies between their proclaimed values and their actual behaviour and its impact

If the discrepancies in behaviour are addressed the clients will have sufficient resources of their own to find a solution or satisfactory way forward

The clients have sufficient emotional resilience to undertake an examination of their behaviour and values and will be able to deal with the feelings likely to arise

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How do I use a confrontational style

Point out discrepancies between what they think they do and what they actually do

Point out the implications of continuing with current behaviour

Confront clients with your own feelings about their behaviour

Use direct questions that help the client towards awareness and honesty

Present facts, counter-arguments and logic to help clients test their objectivity

Help clients examine any implications which could arise as a result of their behaviour

Present alternative frames of reference for clients to consider

Towards the end of the confrontation, summarise any decision(s) that have been taken

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But above all . . .

Be ready for an adverse reaction from the client (denial, counter accusations, anger, justification, displacement, blame etc)

Choose the right time to confront

Follow up to address any client feelings of hurt, loss of self image

Be prepared for the client to make an inappropriate decision about how to resolve the problem you have highlighted

Apply the principles of giving and receiving good feed-back.

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We can use the prescriptive style when . . .

The client genuinely does not know what to do or does not possess the relevant skills to find a satisfactory solution to the problem

The situation is critical and requires rapid action

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There are four assumptions underlying the style

The consultant is an expert in a specialism appropriate to the client’s problem and is able to give sound advice

The consultant will be able to provide a satisfactory solution to the problem

The client will comply with and carry out the prescription

The client simply wants the problem alleviated and is happy to hand over all control and responsibility to the consultant

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How do I use the prescriptive style

Use a professional approach probably devoid of social/personal niceties

Conduct a probing diagnostic investigation to determine what you need to know about the situation

Listen to the clients but with a view to diagnosing the problem and offering a solution

Take control of the intervention by telling clients directly how you perceive the problem or situation

Give expert advice the client to follow prescribe the ‘best’ solution or set of actions for

Describe your solutions with confidence and authority and, if necessary, offer to supervise implementation

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Above all . . .

Ensure that the client will really be receptive to this approach

Ensure that the problem lies fully within your field of expert competence - remember that you will be held fully accountable for any solutions you prescribe

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In summary, coaching has a number of key dimensions

• • • • • •

Coaching, or client-centred consulting, is an ongoing process not a sequence of isolated events As individual consultants we must build trust with our clients using all the steps in the process from initial contact to disengagement We must think through, carefully plan and review our coaching interventions We must be prepared to use the full range of intervention styles and know when to switch between them We must, at all times, have the highest standards of personal ethics in our individual relationships with our client at heart — always have their best interests We must be open to coaching ourselves

Above all never forget that an intimate relationship with a client is a privilege and that clients (and consultants) are human beings who have the right to be treated with respect.

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