Sunday, November 9, 2008

WHAT IS A COACH?

The term “coach” has most commonly been referred to in the context of a sport team coach. While there are aspects of business and life coaching that are similar to sport coaching in that both a business-life coach and sports coach encourage and inspire an individual to achieve their best performance, there are some key differences between the two types of coaches.

Catalyst coaches works with the client to help them to clearly establish their personal and or business goals and objectives.

In the Catalyst Coaching framework the client establishes a customised Action Plan to help them precisely track their progress towards these goals.

The client determines these goals, and while the coach assist the client in determining strategy and tactics, the client is in charge of the process. Catalyst coaches believe our clients to be creative, resourceful and whole.

However, the client may sometimes feel stuck and unable to see a solution to a particular problem or challenge. Or they may be seeking to move forward in their career, be more productive, or a better manager. Effective coaching brings a fresh perspective to a situation, that often allows the client to see something in an entirely different way. This new perspective can make a profound shift. The client, with new awareness, can successfully resolve the problem or approach challenges differently.

Catalyst coaches are also there to champion and support the client. Rarely does the manager or leader receive praise and acknowledgement for what they have accomplished. And if they do, often they disregard it. Your Catalyst coach acknowledges your strengths, your progress towards goals as well as their personal courage in working towards improvement.

Your coach also acts as a mirror and good role model. Your coach reflects back what they see in you and ask powerful questions that help you have a clearer sense of their impact on others. Or where you may need to look to improve your skills or add more tools to your "tool box" for increased effectiveness, productivity, while achieving work life balance.

Your business coach has some similarities to a sports coach, but there are some significant differences in the goals, objectives and methodology utilised. However, both can be effective motivators towards success and increased performance. If you are looking to achieve at the peak level of your performance, with optimal satisfaction, consider utilizing a Catalyst coach.



Tuesday, April 15, 2008

Co-Active Coaching- Our Coaching Methodology

This is a helpful discussion of the training methodology utilized by Coaches Training Institute ( CTI). It is part of the coaching methodology and framework used by Catalyst partners and associates.



Organizational Impact of Co-Active Coaching

Arthur Shirk, PCC, CPCC


Introduction
The past decade has seen an explosion in the application of coaching as a human resource development and performance enhancement strategy in organizations. The growth of organizational coaching has happened in multiple forms – as part of blended learning approaches to build employee skills, as an intervention provided in-house to managers by human resource professionals, as a way to leverage “high potential” emerging leaders, and as a general tool for managers to use with supervisees.


It intuitively makes sense that coaching works to foster learning and improve performance in organizations, but until recently few scientific studies have provided evidence of that claim. This has now changed as more studies have appeared that provide a strong case for the return-on-investment of coaching. Consider these examples:


§ A landmark study commissioned by Right Management Consultants based in Philadelphia found a return-on-investment of dollars spent on executive coaching of nearly 600%. Executives engaged in coaching reported increases in productivity, improvement in relationships with direct reports and colleagues, and greater job satisfaction (Bolch 2001).


§ Research conducted by Metrix Global on coaching in Fortune 500 firms found a 529% return on the investment made in coaching in addition to more intangible benefits (Wilson 2004).


§ Multiple studies have found that when 360-degree feedback processes are combined with coaching rather than done alone, significant improvements occur in manager and employee satisfaction, commitment, retention, and overall firm performance (Thach 2002; Luthans and Peterson 2003).


§ Coaching enables managers to translate personal learning and insight into improved effectiveness, improves retention, and increases the effectiveness of the links between self-development, management development and organizational effectiveness (Wales 2003).


We know that coaching is an effective learning and performance strategy when implemented effectively – but what indications do we have that the Co-Active Coaching Model specifically works well in organizational settings? What distinguishing features of co-active coaching in particular align with what we know about how adults learn and perform in organizations?

This article seeks to address these questions by considering several aspects that are emphasized in the co-active coaching approach and how they may relate to learning and performance in organizations.

Cornerstones of Co-Active Coaching

The co-active coach’s stance that the client is naturally creative, resourceful and whole has significant implications for organizational culture and performance. This perspective is a fundamental cornerstone of co-active coaching, and establishes the lens through which the coach looks as she works with her clients to learn and take action. The contextual set of assumptions or perspectives that are present when people engage in activity impacts how they perceive the world around them, what data they attend to, and what actions they are likely to take (Mezirow 1991; Argyris and Schon 1996; Kegan 1999). The adoption of this perspective of confidence in others by organizational leaders engaged in coaching serves to enhance performance and contributes to a climate of productivity that is self-reinforcing.

Studies from numerous fields including healthcare, education, and business management show that when leaders (managers, teachers, doctors, etc.) hold the assumption that the other’s (employee, student, patient, etc.) capability is high, productivity or performance will tend to be high. (Rosenthal and Jacobson 1968; Livingston 1969; King 1971; Eden and Shani 1982; Eden 1992). Key findings from studies on this phenomenon of self-fulfilling prophecies, or the “Pygmalion effect,” show that:


§ What managers expect of subordinates is a key determinant of performance.
§ Superior managers are able to create and convey higher expectations of their teams than are less effective managers.
§ In general, managers are more adept at communicating low expectations than high ones, even when they believe the opposite.
§ The phenomenon of self-fulfilling prophecies in business has the largest impact on employees who are relatively young.
The reverse also holds true: employees who are perceived by managers to be mediocre tend to perform at a lower level than their counterparts (Manzoni and Barsoux 1998). This set-up-to-fail syndrome becomes a vicious circle in which poor performance that is influenced by low expectations reinforces the manager’s belief that the performer is weak, and the cycle deepens.

As managers and professional colleagues within organizations engage in coaching and build their capacity to hold assumptions of competence of employees and peers, the impact on productivity will be positive. Whether organizational coaching relationships are established between formal coaches (internal or external), from peer-to-peer, or between manager and employee, it is reasonable to expect that interaction stemming from the position that employees are naturally creative, resourceful and whole will contribute to greater learning and improvement in performance.

When adopted in organizations, the other three cornerstones of co-active coaching (following the client’s agenda, dancing in the moment, and including the client’s whole life) create a climate in which employees are valued, encouraged to focus on development that is most relevant and meaningful to them, and where they are viewed and interacted with as multi-faceted human beings with whole lives. These cornerstones form a foundation of co-active coaching that may be distinct from other approaches, and which we believe contributes to an organizational climate that is most conducive to strong employee satisfaction and high performance.

This is consistent with findings of a landmark study conducted in 1998 by the Gallup Organization. The purpose of their study was to identify the core factors that contribute to creation of a strong workforce, and to measure the links between employee satisfaction and business unit results (Buckingham and Coffman 1999). Based on interviews with over 80,000 managers from more than 400 companies, the researchers identified twelve key factors that constitute overall employee satisfaction. More significantly, they found a solid link within business units between these twelve factors and corresponding business results measured by productivity, profitability, employee retention, and customer satisfaction.
Collectively the cornerstones of co-active coaching support seven of the twelve core factors identified in the Gallup study. These factors are:

§ At work, I have the opportunity to do what I do best every day.


§ In the last seven days, I have received recognition or praise for good work.
§ My supervisor, or someone at work, seems to care about me as a person.
§ There is someone at work who encourages my development.
§ The mission/purpose of my company makes me feel like my work is important.
§ In the last six months, I have talked with someone about my progress.
§ At work, I have had opportunities to learn and grow.

In his book that resulted from the study, author Marcus Buckingham’s description of a great manager is quite similar to the way we would characterize the role of a co-active coach. He advises managers to “…do everything you can to help each person cultivate his talents. Help each person become more of who he already is.” (p. 141). Similarly, the media enterprise Virgin Records founded by Richard Branson was founded on principles that mirror the cornerstones of co-active coaching such as empowering managers to make their own decisions, acknowledging people for doing things right, and fostering a “blame free culture.” In the words on one senior manager, the culture “…imbued us with such confidence that we felt capable of achieving anything” (Wilson 2004).


The Designed Alliance

The co-active coaching model places explicit emphasis on the designed alliance that is formulated between coach and client. This co-created relationship forms a container in which coaching occurs, similar to what is described by developmental theorists as a “holding environment” (Winnicott 1965; Kegan 1982; Daloz 1999). Research indicates that results from coaching in organizations occur most when the quality of the relationship between coach and client is strong (Wales 2003). This holding environment created by the designed alliance provides a climate of trust between the educator (a coach in this case) and the learner. Describing strong learning partnerships characterized by deep trust, adult educator Laurent Daloz (1999) says:

To engender trust is central to any strong, nurturant relationship. But although the trust that characterizes an early relationship owes much of its strength to the ascribed authority of the teacher, more mature trust is sustained increasingly by the shared commitment of each partner. It must be constantly recreated. (pp. 176).
The importance of a trusting and confidential relationship with a coach is especially important for leaders at executive levels in organizations who may experience increasing isolation and the absence of confidantes as they rise to higher organizational levels (Bolch 2001; Rider 2002).

Within the container of the coaching relationship, the co-active coach uses skills that support the client, such as listening, acknowledgement, and championing; as well as skills that challenge – articulating what’s going on, championing, and challenging are examples. The ability to balance providing support with creating sufficient challenge for learners is a fundamental skill of powerful adult educators, mentors, and leaders (Brookfield 1990; Heifetz 1994; Daloz 1999). When this type of alliance exists, individuals are able to stretch beyond their current level of capability. In her research of highly creative partnerships, Vera John-Steiner (2000) refers to this co-created relationship as the emotional scaffolding that provides “…the gift of confidence, an the leaning on that gift by creative people during periods of self-doubt and rejection by those in power.” (p. 128).


Organizational Impact of Leaders as Coaches


In addition to the value that occurs from the coaching recipient’s productivity, organizations benefit from the increased learning that happens for those that build competence as coaches within organizations (Rider 2002). Coaching skills, particularly coaching approaches such as co-active coaching which are non-directive in nature, correspond closely to the skills of emotional intelligence identified by psychologist Daniel Goleman (1997). The competencies of emotional intelligence organized in the clusters of self-awareness, social awareness, self-management, and relationship management, have been found in numerous studies to be an important factor in leadership effectiveness (Jay 2003; Wasylyshyn, Gronsky et al. 2004).


Several key skills and contexts emphasized in the co-active coaching model are particularly important in the repertoire of the emotionally intelligent leader – examples include intuition, self-management, and level 2 and 3 listening.

The ability to trust intuition, to listen to one’s “gut feelings,” has gained new respect as more neurological studies indicate links between our emotional responses and ability to find meaning in data and make good decisions (Damasio 1999). The competency of self-management enables transparency, “…an authentic openness to others about one’s feelings, beliefs, and actions – allows integrity, or the sense that a leader can be trusted” (Goleman, Boyatzis et al. 2002). Listening at levels 2 and 3 contribute to what Goleman refers to as social awareness and empathy, and is crucial to a leader’s ability to respond appropriately to how others feel in a given moment and to sense the shared values and priorities that guide a group.

Historically in the Western business world emphasis is placed on building traditional management and leadership skills of command and control. Following the industrial revolution, the challenge to streamline work processes to maximize efficiency increased in importance in Western business, and at the turn of the centry the concept of scientific management was introduced by Frederick Taylor.

Two fundamental assumptions of scientific management – that by studying work scientifically optimal procedures could be developed to maximize productivity, and that managerial and worker responsibilities are separate – capture the command and control thinking that has traditionally defined leadership (Donaldson and Edelson 2000). Although it is clear that the competencies of emotional intelligence are an integral component of effective leadership in today’s organization, they are underutilized and underdeveloped skills – it may be the territory of the widest skill gap among contemporary leaders.


Summary


Broadly speaking, coaching methodologies are either directive or non-directive in approach (Bacon and Spear 2003). A directive coaching model provides specific direction and may be most useful in situations of high risk, or when specific problem-correction is needed. Non-directive approaches place greater emphasis on the learning process with the coach acting more as a catalyst for new awareness, and may be most appropriate when the focus of coaching is developmental.



Co-active coaching is a non-directive approach, and shares many foundational characteristics with other non-directive coaching methodologies such as the importance of asking powerful questions and the ability to listen deeply.


What sets co-active coaching apart from other methodologies is the strong emphasis placed on relationship, as represented by the foundational cornerstones and designed alliance of the model. Research from the fields of adult education and organization development tell us that the assumptions and expectations that leaders hold of employees has a demonstrable impact on productivity.

To invest in strengthening the capacity of organizational leaders to interact with others from the perspective that they are naturally creative, resourceful and whole; and to build developmental relationships that are intentional, grounded in trust, and which blend support and challenge, serves to foster performance, creativity, and fulfillment.



In addition, the competencies of emotional intelligence that are honed as coaching expertise is built correspond precisely to the gaps that are most evident in Western organizational leadership. We believe that the impact on organizational cultures of Co-Active Coaching model merely begins with the practice of coaching, and potential extends far beyond like ripples in a pond as leader adopt co-active coaching practices into their leadership styles.

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Arthur Shirk, PCC, CPCC is a faculty member of the Coaches Training Institute and leader of the Co-Active Leadership Program. He is completing his doctoral degree at Columbia University in adult education, focusing his research on transformative learning and leadership. Leadership roles he has held in organizations include Vice President of Learning & Communications at Fidelity Investments and Senior Director of Learning and Leading at Princeton University. He holds an MBA from Boston University, and leads a consulting and coaching practice in Natick, Massachusetts.

Sunday, September 30, 2007

The One-Page Business Plan

There are two good reasons to write a business plan—and only two:


  1. You need to raise money for your business

  2. You want to record your thoughts about the business so that you can share them with your staff (to make sure everyone is on the same page) and have a gauge against which to measure your progress.


If you are looking to raise money, the plan requires discussion of all the aspects of your business, including products and or services, distribution, finance, risk, the management team, and what you will use the money for, just to name a few. This is a relatively formal document that often requires at least three years of projected financial statements and a list of the key assumptions that drive the projections. Undertaking the preparation of such a document requires a lot of time and thought, as well as good writing and analytical skills. The payoff for a well-written business plan can be enormous.

If, however, your purpose is to create a document that communicates your vision of the business and provides a roadmap to success, a formal business is probably overkill. In fact, such a document may be counterproductive as it tends to be longer than most people care to read and digest.

So I suggest a one-page business plan, a brief document that hits the highlights, and I propose the following outline:


  • Vision Statement: one or two sentences about what your company will become.

  • SMART Goals: a list of four or five goals that are Specific, Measurable, Attainable, Realistic, and Timely, meaning that everyone knows exactly what has to be accomplished by when, and that it will be absolutely clear whether or not this goal has been achieved.

  • Key Actions: a list of action items that must be accomplished to achieve the SMART goals.

  • Key Policies and Aspects of Your Culture: a set of statements describing the fundamental principles that guide your business; for example, “sales reps will deliver on every commitment made to clients”, or “all employees will behave in a professional manner, meeting commitments on time or notifying the appropriate staff of any delays as early as possible”.


The beauty of a one-page business plan is that it can be read and understood quickly, and it is easy to maintain as conditions in your business change and as you achieve your goals. I suggest you have everyone in your business read this document. Answer their questions about it, and revise the plan if it is not clear. Post it in a location where everyone who works in your business can see it and read it regularly. (Depending on the nature of the contents, you may want to post it where your customers and others do not have access, since this is a strategic document.)

Business plans are an essential part of building a successful business, regardless of the size of that business, and a one-page business plan is a great way to structure your thoughts in a practical and useful fashion.