coaching n mentoring participant booklet

Upload: gwilkie

Post on 05-Apr-2018

218 views

Category:

Documents


0 download

TRANSCRIPT

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    1/65

    COACHINGAND

    MENTORING

    i

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    2/65

    All rights reserved. This publication may not be reproduced, stored in a retrieval system, or transmitted inwhole or in part, in any form, or by any means, electronic, mechanical, photocopying, recording, or

    otherwise, without the prior written permission of Gregory D. Wilkie

    2006, Gregory D. WilkiePO Box 141695 Anchorage, Alaska 99514-1695

    (907) 332-0500 [email protected]

    ii

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    3/65

    Course Agenda

    Coaching and Mentoring (4 hours total)Provided as one four-hour long (half-day) session

    Coaching And Mentoring In The WorkplaceIntroduction

    Exercise

    Foundations of ManagementManagement Functions

    Organizations As Open Systems

    The Bottom Line

    Three Things

    Transitioning From Worker To ManagementActivity

    Behavioral FoundationsBiology, or Environment?Who We Are, How We Are

    Orientations InventoryModels of Behavior

    MentoringSample Definitions

    Four Commitments of MentoringExercise

    What Is Mentoring? Why Is It Important To You?Informal MentoringFormal MentoringSelf-Facilitation

    PassiveProactive

    CoachingSome Definitions Of CoachingCore Coaching Capabilities

    KnowledgeSkillsBehaviors

    iii

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    4/65

    Course Agenda (Continued)

    Coaching and Mentoring (Continued)Coaching (Continued)

    Six-Step Model of CoachingPreparing For Coaching

    Exercise

    Coaching and Mentoring ApplicationsClean Sweep Program

    Appendix

    Bibliography

    iv

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    5/65

    COURSE OBJECTIVES

    DESIRED RESULTS

    1. Able to identify the

    foundations ofmanagement

    2. Able to identify the fourfunctions of management

    3. Can provide a workingdefinition of workplacementoring

    4. Able to identify a minimum

    of two (2) types ofmentoring

    5. Can provide a workingdefinition of workplacecoaching

    6. Able to identify the Six-Step Coaching Model andprovide examples of thesteps

    MY DESIRED RESULTS

    ___________________________________________

    ___________________________________________

    ___________________________________________

    ___________________________________________

    Page 5 of 65 5

    Notes

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    6/65

    ___________________________________________

    ___________________________________________

    ___________________________________________

    ___________________________________________

    Page 6 of 65 6

    "There is only one corne

    universe you can be certa

    improving, and that's youself."

    - Aldous Huxley

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    7/65

    INTRODUCTION

    Exercise: World ChangingLeaders / Managers

    Who: You and three to

    four other participants

    What: Identify ten (10)leaders / managers who

    affected the world. Youcan pick from past and

    present times.

    When: In the next ten (10)minutes

    Where: At your desk /table

    Why: To identify specificleader / manager

    characteristics

    How: Through anymeans, be sure to record your

    choices so you canremember them later

    My 10 Leaders / Managers:

    ___________________________________________

    ___________________________________________

    ___________________________________________

    ___________________________________________

    Page 7 of 65 7

    NotesNotes

    Notes

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    8/65

    ___________________________________________

    ___________________________________________

    ___________________________________________

    ___________________________________________

    __________________________________________

    _

    ___________________________________________

    Page 8 of 65 8

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    9/65

    Exercise: World ChangingLeaders / Managers (Continued)For the ten leaders / managers

    you identified How did they get to where

    they were/are to affectthe world?

    What characteristics dothey have in common

    (e.g., communication,wealth, era)?

    Are the characteristics

    different for different eras?

    DoYOU share thesecharacteristics with the greats?

    Foundations ofManagement

    The foundations of supervisionare closely allied with those of

    management. The move towardsa specific methodology tomanage had its roots in late-1800s France. Henri Fayol(1841-1925) was a key figure inthe turn-of-the-century ClassicalSchool of management theory.He saw a manager's job as:

    planning organizing

    commanding coordinating activities controlling performance

    Notice that most of theseactivities are very task-oriented,rather than people-oriented.Fayols five managerial points

    Page 9 of 65 9

    Notes

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    10/65

    have been distilled down to thefour that we recognize today.

    Page 10 of 65 10

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    11/65

    Planning: Delivering StrategicValuePlanningis specifying the

    goals to be achieved anddeciding in advance theappropriate actions needed toachieve those goals. Planningactivities include analyzingcurrent situations,anticipating the future,determining objectives,deciding in what types ofactivities the company willengage, choosing corporate

    and business strategies, anddetermining the resourcesneeded to achieve theorganizations goals. Plans setthe stage for action and formajor achievements.

    Organizing: Building aDynamic OrganizationOrganizingis assembling andcoordinating the human,

    financial, physical,informational, and otherresources needed to achievegoals. Organizing activitiesinclude attracting people tothe organization, specifyingjob responsibilities, groupingjobs into work units,marshaling and allocatingresources, and creatingconditions so that people and

    things work together toachieve maximum success.

    Leading: Mobilizing PeopleLeadingis stimulating peopleto be high performers. It isdirecting, motivating, andcommunicating withemployees, individually and in

    Page 11 of 65 11

    Notes

    agement is nothing moremotivating other people."

    Iacocca

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    12/65

    groups. Leading involvesclose day-to-day contact withpeople, helping to guide andinspire them toward achievingteam and organizationalgoals. Leading takes place inteams, departments, anddivisions, as well as at thetops of large organizations(Bateman 2003).

    Controlling: Learning andChangingPlanning, organizing, and leadingdo not guarantee success. Thefourth function, controlling,monitors progress andimplements necessary changes.Monitoring is an essential aspectof control. If you have any doubtsthat this function is important,consider that after the terrorattacks of September 11, 2001,many Department of Agriculturelaboratories could not account fordangerous biological agentssupposedly in their stockpiles,including 3 billion doses of adangerous virus. The Departmentof Energy could not account fullyfor radioactive fuel rods and othernuclear materials lent to othercountries.

    Page 12 of 65 12

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    13/65

    On a different note, a man withan ax (a hatchet, according to acompany spokesman) entered an

    Oklahoma City Wal-Mart. On hisway in, the greeter not only failedto alert authorities but placed asticker on the weapon so hewould not be charged for it whenhe left. The man, who robbed thestore, had claimed he wasreturning the ax. Control failurescan take many forms!

    When managers implement their

    plans, they often find that thingsare not working out as planned.The controlling function makessure that goals are met. It asksand answers the question, Areour actual outcomes consistentwith our goals? (Bateman 2003).Controls then allow us to makeadjustments as necessary.

    Performing All FourManagement Functions

    As a manager, your typical daywill not be neatly divided into thefour functions. You will be doingmany things more or lesssimultaneously. Your days willbe busy and fractionated, spent

    Page 13 of 65 13

    Notes

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    14/65

    dealing with interruptions,meetings, and firefighting. Therewill be plenty to do that you wishyou could be doing but cantseem to get to. These activitieswill include all four managementfunctions. Some managers areparticularly interested in, devotedto, or skilled in a couple of

    Page 14 of 65 14

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    15/65

    the four functions but not in theothers. The manager who doesnot devote adequate attention

    and resources to all fourfunctions will fail. You can be askilled planner and controller, butif you organize your peopleimproperly or fail to inspire themto perform at high levels, you willnot be an effective manager.Likewise, it does no good to bethe kind of manager who loves toorganize and lead, but whodoesnt really understand where

    to go or how to determinewhether you are on the righttrack. (Bateman, 2003)

    Good managers dont neglectany of the four managementfunctions. Knowing what they are,you can periodically ask yourselfif you are devoting adequateattention to allof them.

    Organizations As OpenSystems

    Page 15 of 65

    WORK

    RESOURCES

    PRODUCTS

    INPUTS OUTPUTS

    TheOrganization

    TheEnvironment

    FEEDBACK

    15

    es

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    16/65

    ___________________________________________

    ___________________________________________

    ___________________________________________

    ___________________________________________

    Page 16 of 65 16

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    17/65

    THE BOTTOM LINE

    Three ThingsThat all supervisors andmanagers need to ensure theiremployees have to be successfulin their job tasks:

    The employee has theknowledge and ability todo the job

    The employee has thenecessary job-specifictraining to do the job

    The employee has thenecessary resources to dothe job

    Page 17 of 65

    Quality

    Time Cost

    17

    Notes

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    18/65

    TRANSITIONS

    From Worker

    To Manager

    Group Activity

    Look at the forehead of theperson next to you

    What do you see?

    Why is it there?

    Page 18 of 65

    PerformsWork

    ProvidesService

    ReceivesReward

    Plans Work

    With Others

    ImplementsPlans

    For Own &

    EmployeePerformance

    FacilitatesEmployee

    Performance

    Assists in theMeasurement

    ofProductivity

    Implementsor

    Assists in thePerformance

    RewardSystem

    18

    Notes

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    19/65

    BEHAVIORALFOUNDATIONS

    Biology, or Environment?

    In general psychology courses,we always hear, Is it nature, or isit nurture? Whether thebehaviors we are observing arebased on the biology (genetic), oron the environmental(enculturation) affects on theindividual, the answer is Yes!

    Who We Are, How We AreHave you ever asked yourself,

    Who am I?How did you answer?Were you satisfied with

    your answer?How did you know what

    you answered was correct?What criteria did you use?

    To be able to manage others, wefirst must know ourselves. Wecan get to know ourselves better

    through increasing our selfawareness. Increasing our self-awareness can be accomplishedthrough introspection,administration of psychologicalinstruments, or throughprofessional assessments.

    A good tool to use forintrospection is a daily journal.

    Typical questions you might askyourself (introspection) are:How do I make decisions?

    Why do I make decisionslike that?

    Is there a specificmethodology, or path that I take

    to arrive at decisions?

    Page 19 of 65 19

    Notes

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    20/65

    Do I use different decisionmethodologies if the

    issue is critical?

    How do I determinewhether an issue is critical?

    Group ActivityOrientations InventoryGo to handout and followdirections for administering andcompleting the OrientationsInventory

    Check Step:On page 5, the two sums,

    when added together shouldequal 59

    Page 20 of 65 20

    "Managers are people wthings right, while leader

    people who do the right

    - Warren Bennis, PhD

    "Leadership and learningindispensable to each oth

    - John F. Kennedy

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    21/65

    MODELSOF BEHAVIOR

    Humanistic Model

    Henry Marshs Model

    Henry Marsh is one of the greatest U.S.steeplechasers of all-time, Henry Marshstill holds the American record in theevent (8:09.17 in 1985).

    Page 21 of 65

    Attitude FeelingsFeelings

    BeliefsBeliefs

    BehavioralBehavioral

    IntentionsIntentions

    BehaviorBehavior

    Emotional

    Episodes

    NeedsBelief

    Window Behaviors

    ActionsPersonalTruths

    Life

    Love

    Variety

    FeelingImportant

    21

    es

    man Relations

    six most important words: "I

    it I made a mistake."

    five most important words:u did a good job."

    four most important words:at is your opinion?"

    three most important words:ou please."

    two most important words:ank you,"

    one most important word:"

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    22/65

    Psychoanalytical Model

    Motivation Ability RolePerception Situational Factors(MARS) Model

    Page 22 of 65

    Values

    Feelings

    Ideas

    IndividualIndividual

    Behavior andBehavior and

    ResultsResults

    RoleRole

    PerceptionPerception

    ss

    SituationalSituational

    FactorsFactors

    MotivationMotivation

    AbilityAbility

    ValuesValues

    PersonalityPersonality

    PerceptionsPerceptions

    EmotionsEmotions

    AttitudesAttitudes

    StressStress

    22

    No

    HeredityEnvironment

    Decisions(Made)

    Behavior

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    23/65

    MENTORING

    Sample Definitions ofMentoringDealing with individuals in terms

    of their total personality in orderto advise, counsel, and/or guidethem with regard to problems thatmay be resolved by legal,scientific, clinical, spiritual, and/orother professional principles.www.oalj.dol.gov/public/dot/refrnc/dotappb.htm

    The process in which anexperienced colleague is

    assigned to an inexperiencedindividual and assists in a trainingor general support role.www.lmuaut.demon.co.uk/trc/edissues/ptgloss.htm

    A form of teaching that includeswalking alongside the person youare teaching and inviting him orher to learn from your example.www.imb.org/CPM/Glossary.htm

    "Off-line help by one person toanother in making significanttransitions in knowledge, work orthinking."Clutterbuck, D & Megginson, D,Mentoring Executives and Directors(1999)

    What definition do you use to

    describe mentoring?

    What is the difference betweenthe, experienced colleagueand the, inexperiencedindividual?

    What do the termsexperienced andinexperienced

    Page 23 of 65 23

    es

    http://www.google.com/url?sa=X&start=0&oi=define&q=http://www.oalj.dol.gov/public/dot/refrnc/dotappb.htmhttp://www.google.com/url?sa=X&start=0&oi=define&q=http://www.oalj.dol.gov/public/dot/refrnc/dotappb.htmhttp://www.google.com/url?sa=X&start=2&oi=define&q=http://www.lmuaut.demon.co.uk/trc/edissues/ptgloss.htmhttp://www.google.com/url?sa=X&start=2&oi=define&q=http://www.lmuaut.demon.co.uk/trc/edissues/ptgloss.htmhttp://www.google.com/url?sa=X&start=3&oi=define&q=http://www.imb.org/CPM/Glossary.htmhttp://www.google.com/url?sa=X&start=0&oi=define&q=http://www.oalj.dol.gov/public/dot/refrnc/dotappb.htmhttp://www.google.com/url?sa=X&start=0&oi=define&q=http://www.oalj.dol.gov/public/dot/refrnc/dotappb.htmhttp://www.google.com/url?sa=X&start=2&oi=define&q=http://www.lmuaut.demon.co.uk/trc/edissues/ptgloss.htmhttp://www.google.com/url?sa=X&start=2&oi=define&q=http://www.lmuaut.demon.co.uk/trc/edissues/ptgloss.htmhttp://www.google.com/url?sa=X&start=3&oi=define&q=http://www.imb.org/CPM/Glossary.htm
  • 7/31/2019 Coaching n Mentoring Participant Booklet

    24/65

    mean in reference tomentoring?

    Could you be a workplacementor?

    How?

    Why?

    Page 24 of 65 24

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    25/65

    Four Commitments OfMentoring

    A person cannot lead others

    without first learning how to leadoneself. A mentor cannot mentorothers without first having beenmentored successfully. It is inknowing thyself and recognizingyour own strengths ANDweaknesses that authenticleadership begins. It is in theexperience of seek and you shallfind; ask and you shall receivethat we learn the wisdom of life

    and powerful strategies to helpothers.

    Mentoring will require fourcommitments from you:1. Self-discipline to complete allthe activities your mentorprovides. Each activity will helpyou explore a part of yourself thatyou may not have thought aboutbefore.

    2. Keeping a journal. Allactivities, as well as otherreflections, should be kept in a

    journal. It is recommended thatyou continue writing the journalbeyond the completion of yourmentoring program. Journalingcan help you reflect on who youare in the world and how lifeimpacts you. At the beginning of

    your journal, label 3-5 pages withMentoring Needs. On theMentoring Needspages you willaccumulate a list of mentoringneeds, which will presentthemselves as you progressthrough your mentoringactivities.

    Page 25 of 65 25

    Notes

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    26/65

    3. Design a support group ofthree other people that you cancall on as you progress throughyour mentoring program. Themembers of this group can serveyou in the following ways:

    o As your point of

    accountability. Youneed to tellsomeone that youare doing a specificexercise and thatyou want him or herto check up on youto be certain youhave completed itby a date certain.Select someonewho can motivateyou.

    Page 26 of 65 26

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    27/65

    Four Required Commitments OfMentoring (Continued)

    o As your confidant.

    There will be thingsthat come to youthrough yourreflections that youmay want to talkabout. Suchconversations maybe very personal.Select someoneyou can trust inthose moments.

    o As your

    cheerleader. Theremay be times youwill want to notfollow through withthis course. Selectsomeone who willremind you of yourvision as you beginthis course.

    Exercise: My Support Group

    Identify your support group inyour journal.

    As you progress through yourmentor program, lean on thesepeople to help you in yourpersonal and professionalgrowth.

    Page 27 of 65 27

    es

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    28/65

    4. On a daily basis, ask yourselfthe following questions in themorning and in the evening.

    Asking these questions will setyou on a healthy path of

    proactive noticing of you in theworld.

    The questions can simply be amental exercise that takes about3-5 minutes in the morning andevening OR you can journal yourresponses. The key is to developa pattern of consistent questionsthat empower you on a dailybasis.

    Page 28 of 65 28

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    29/65

    Morning EmpowermentQuestions

    1. What am I excited about in mylife now?

    What about that makes meexcited? How does that make mefeel?

    2. What am I grateful about in mylife now?

    What about that makes me

    grateful? How does that makeme feel?

    3. What am I enjoying most in mylife right now?

    What about that do I enjoy? Howdoes that make me feel?

    4. What am I committed to in mylife right now?

    What about that makes mecommitted? How does that makeme feel?

    5. Who do I love? Who loves me?

    What about that makes meloving? How does that make mefeel?

    Evening EmpowermentQuestions (Robbins, 1991)

    1. What have I given today?

    2. What did I learn today?

    3. How has today added to thequality of my life?

    Page 29 of 65 29

    Notes

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    30/65

    4. How did I contribute to otherstoday?

    5. How did I show my love andcompassion for others today?

    Page 30 of 65 30

    "It is a paradoxical but

    profoundly true and imp

    principle of life that the mlikely way to reach a goa

    aiming not at that goal it

    at some more ambitious g

    beyond it."

    - -- Arnold Toynbee

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    31/65

    What is mentoring? Why isit important to you?

    A mentor is generally considereda more experienced person whoalternately functions as a coach,counselor, and a teacher. Thementoring relationship has manyfunctions:

    Enhance skill andintellectual development,

    Welcome and facilitateentry and advancement in

    the work situation, Expand horizons and

    perspectives, Acquaint the mentee with

    values, customs,resources, andprofessional connections,

    Model the professionalrole,

    Advise, give moral supportand build confidence,

    Furnish a relativelyobjective assessment ofstrengths andweaknesses,

    Define the newly emergingself and to encourage thedream.

    Mentoring is carried on ininformal and formal ways.Mentoring can be done through

    facilitation by another individualor through self-facilitation.

    Completing a mentoring program

    can put you on the path to

    successful adulthood, a

    promising professional life, and a

    Page 31 of 65 31

    es

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    32/65

    healthy, integrated personal

    approach to life

    Informal mentoring

    Most people experience theinformal happenstancementoring throughout a lifetime.Lucky mentees are chosen bypersons who take a specialinterest in them and promotetheir personal or careerdevelopment. A major problemwith informal mentoring is thatwomen and minorities are theleast likely to be adopted by a

    mentor. The old boys networkfor promising young men,especially white, middle classmen, has not yet been fullyadapted for other deservingcandidates. Thus the reason forthe development of more formalmentoring programs andservices.

    Page 32 of 65 32

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    33/65

    Formal mentoringFormal mentoring programs varyin scope and design. Some are

    sophisticated programs withstaffs for training and monitoringprogress; others are volunteer-led networks for supportingmentors and mentees.Professional associations andbusiness are likely sponsors ofmentoring networks. Personalcoaches, like a personal trainer,are available for hire by either acorporate professional

    development department forpromising career candidates ORby an individual who isdetermined to fulfill careerdreams.

    Self-Facilitation or MentoringSelf-ManagementProgram

    Through self-facilitation or self-management, mentees identify,

    understand, and use their uniquedevelopmental patterns tomanage their own mentoring. Inother words, by observingyourself objectively, andreflecting on what you observe,you can determine exactly whatyou need to overcome your nextdevelopmental challenge. Amentoring self-managementprogram places the responsibility

    onto the mentee and expands thenotion of mentoring to includepeers, parents and siblings,biographies, illuminatingmaterials and media, reflectionon field experiences and serialmentoring.

    Page 33 of 65 33

    Notes

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    34/65

    Page 34 of 65 34

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    35/65

    There are two types of self-management: Passive andProactive.

    Passive self-managementoccurs when you put yourself in asituation where things will happento you, which you believe will beempowering. By placing yourselfin certain situations, you areprovided with experiences, whichaffect you more or lessprofoundly. When you choose toenroll in a course or to work in a

    particular environment, you arepracticing passive self-management.

    Proactive self-managementoccurs when you consciouslychoose to alter your behaviortointerrupt how you normally dothings, believing this can benefityou. You may choose to speakor listen or behave in a new way.

    You take the initiativeit is youridea, your choice, your action.For example, choosing toexercise is proactive self-management for a person whomay normally be inactive.Choosing to wear a different styleof clothing may alter how peoplerespond to you. Beginningmeditation, expressing feelingsyou usually hide, or sharing

    secrets are all examples ofproactive self-management.

    This proactive self-managementfocus allows you to work throughall the barriers you internallycreate to resist change inbehavior. Using your consciouswill in pursuit of a personal goal is

    Page 35 of 65 35

    es

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    36/65

    the thing that gives you theenergy to keep on the path ofpursuit. As you become moreproactive in your life, you will alsobecome stronger.

    As you pursue your career, youwill ultimately be in a professionwhere you must mentor and leadothers. For a mentor-in-training,self-management is essential.You need to take on trainingyourself to be fully conscious andas aware as possible. This self-management training needs tobecome a life practice, focusedon looking for ways of continuousself-improvement.

    Page 36 of 65 36

    "Change your thoughts and you

    change the world."- -- Harold R. Mcalindon, Writer

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    37/65

    COACHING

    Coaching, as defined by theCoaches Training Institute (CTI),is a powerful alliance designed to

    forward and enhance the lifelongprocess of human learning,effectiveness and fulfillment. Acoach is someone who will helpyou articulate your goals, definestrategies and plans, hold avision of you in full expressionand success, and challenge youto achieve that vision. So youand your coach become powerfulparticipants in a team that is

    committed to deepening yourlearning and forwarding theprogress toward yourprofessional and personal goals.

    Some Definitions OfCoaching

    An alliance between twoequals for the purpose ofmeeting the client's needs"- Co-Active Coaching,

    Laura Whitworth

    "Professional Coaching isan ongoing professionalrelationship that helps

    people produceextraordinary results intheir lives, careers,businesses ororganizations. Through the

    process of coaching,

    clients deepen theirlearning, improve their

    performance, andenhance their quality oflife." - The InternationalCoach Federation (ICF)

    "Coaching is aprofessional relationship

    Page 37 of 65 37

    Notes

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    38/65

    that enhances the client'sability to get clear, to focuson learning, makingchanges, achievingdesired objectives andexperiencing fulfillment." -The Association ofPersonal and ProfessionalCoaches

    "Coaching is acollaborative process thatamplifies and acceleratesself-discovery, promotesclarity, creativity andchoice, and helps peopleachieve--and oftenexceed--their goals more

    quickly and moreefficiently than they wouldwithout the partnership ofa coach." - The Academyfor Coach Training (ACT)

    Page 38 of 65 38

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    39/65

    CORE COACHINGCAPABILITIES

    Knowledge:As a coach you

    need to know What coaching means and

    what distinguishescoaching as distinct fromother learning and helpingroles

    What the coachingprocess involves and whatcoaching models underpinyour role as a coach

    Where coaching fits within

    wider developmentalprocesses (particularwithin organizations)

    What personal andprofessional capabilitiesthe coachee needs todevelop

    How to manage thecoaching relationship andto set clear boundaries

    How people respond to,manage and resist change

    How people learn andadapt coaching to suitdifferent learning styles

    The limits and boundariesof own practice

    Skills: As a coach you need tobe able to

    Actively listen andcommunicate at differentlevels

    Employ your intuition

    Creatively ask questions

    Influence with integrity

    Give feedback artfully

    Be empathic in face ofsetbacks

    Page 39 of 65 39

    es

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    40/65

    Demonstrate confidence inself and coachee

    Be compassionate

    Work openly andcollaboratively

    Challenge he coachee

    Help the coachee engagein problem-solving

    Facilitate goal-setting &generation of ownstrategies

    Focus on action

    Inspire persistence

    Act in the best interests ofthe coachee

    Network and accessresources

    Manage self Demonstrate passion

    Act ethically and with thehighest integrity

    Page 40 of 65 40

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    41/65

    Core Coaching Capabilities(Continued)

    Behaviors:As a coach youshould

    Demonstrate empathy andbuild rapport

    Promote and facilitateexcellence

    Inspire curiosity to open upnew horizons

    Encourage self-discovery

    Act as a role model

    Be non-judgmental

    Posses a sense of humorand use appropriately

    Value diversity anddifference

    Show tact and diplomacy

    Maintain trust andconfidentiality

    Signpost client to othersources of support

    Seek opportunities to build

    clients confidence and selfesteem

    Critically evaluate ownpractice

    Engage in continuousprofessional development(CPD)

    Share learning with clientsand peers and widercoaching community

    (Association of Coaching)

    Page 41 of 65 41

    Notes

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    42/65

    Page 42 of 65 42

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    43/65

    The Six-Step CoachingModel1. Assess where the person isnow.

    Skills

    Job knowledge

    Attitude andsatisfaction

    2. Determine the individualsgoals and expectations

    Reasonable

    Measurable

    Quantifiable Attainable

    On a realistictimeline

    3. Develop a plan to achieve thegoals

    What

    How

    When

    Page 43 of 65 43

    es

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    44/65

    4. Implement the plan

    Take action. Take chances

    5. Evaluate the performance

    Measure againstthe standard.

    6. Provide feedback: how andwhen

    Focus oncontinuousimprovement.

    Page 44 of 65 44

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    45/65

    STEP 1: ASSESSWHERE THE PERSONIS NOW

    Preparing For CoachingTen Steps For One-On-OneCoachingInstructions: Use this SkillGuideto complete the first of 10 criticalsteps in preparation for a one-on-one coaching sessionPhase 1: Find the Facts

    What was covered inprevious sessions?

    What goals were set?1.2.3.

    Have I qualified theresults?

    Have I talked with:

    other peers

    other

    coaches?

    Do I have a currentevaluation of this person?

    What are the goals of thissession?1.2.3.

    What action would I like tosee as a result of this

    session?

    Phase 2: Set the stage

    Praise what they do well,identify the problem.

    Describe the challenge,opportunity, or growth.

    Page 45 of 65 45

    Notes

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    46/65

    Communicate yourexpectations for thesession.

    Phase 3: Define thechallenge/problem

    Listen actively, askquestions, reflect andparaphrase.

    Let them vent (let themfinish and manage yourreactions).

    Offer your perceptions asa guide, dont be

    judgmental.

    Describe their behavioronly (objective,

    descriptive, specific).

    Source: Implementing the CoachingModel

    Page 46 of 65 46

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    47/65

    Phase 4: Get agreement on thefacts

    Clarify and summarize.

    Phase 5: Search for options

    Ask questions and listen.

    Encourage them to comeup with solutions.

    Guide them to otheroptions (not offering yoursolution).

    Phase 6: Prioritize the options

    Rank and evaluate theconsequences.

    Phase 7: Develop an actionplan

    Write specific steps thatneed to be taken.

    Define activities and whenthe training will begin.

    Phase 8: Define the timelines

    Be specific.

    Phase 9: Praise them oncemore before they leave theoffice

    Let them know youappreciate theircontributions.

    Leave on an "up note".

    Phase 10: Follow-up. Monitor milestones,

    redirect and reassess.

    Begin the coaching cycleagain.

    Page 47 of 65 47

    es

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    48/65

    STEP 2: DETERMINETHEINDIVIDUALSGOALS

    ANDEXPECTATIONS

    Goals Need To Be SMARTSpecific

    Focused, defined, certain,identifiable detailedUse the Hold My FocusWorksheet located in the

    Appendix

    MeasurableQuantifiable, assessable,

    detectable, significant

    AchiveableWithin the capabilities of

    the individual.Challenging, yet able to

    achive success

    RealisticWithin the individuals

    bounds of achivementNot an ideal or dream, but

    something that is tangible

    Time-boundTime urgent

    A goal without a timeurgency is a dream, or idealUse the Goal-Setting Worksheetlocated in the Appendix

    Page 48 of 65 48

    No

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    49/65

    When discussing goals, ensurethat the goals are written in plainlanguage, captured the way thecoachee states them.

    Writing down goals increases theprobability that they will beachieved by 33 percent. Sharinggoals with another increases theprobability that they will beachieved by an additional 33percent (Coachville.com).

    Page 49 of 65 49

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    50/65

    STEP 3: DEVELOPAPLANTOACHIEVETHEGOALS

    Using the goals identified in Step2, cooperatively work with thecoachee to develop a realisticplan to achieve the goal(s).

    Use the Annual Life PlannerWorksheet located in the

    Appendix

    The goal achievement planshould include the parameters of

    time line with milestones,cost/resources needed, and thelevel of quality/specific scopenecessary to achieve the goals.

    Goal achievement plans requirethe coach and coachee to dothree things to e successful:Communicate, Communicate,Communicate.

    Communicate honestly

    and frequently with the coacheeto ensure a clear understandingof the boundaries andrequirements of each goal

    Communicate honestlyand frequently to ensure a clearunderstanding of goalexpectations

    Communicate honestly

    and frequently to ensure a clearunderstanding of the level ofrespect that each of you have forthe others commitment to thecoaching

    Working with the coachee,examine the coachees level ofcommitment, dedication of time,and level of passion to achieving

    Page 50 of 65 50

    Notes

    "Change your thoughts and you

    change the world."

    - -- Harold R. Mcalindon, Writer

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    51/65

    the goal. Working within theseparameters a realistic timeline ofaccomplishment can bedeveloped and agreed upon.

    Use theAction Plan sheetlocated in the Appendix to assistyou in formulating the coacheesplan.

    Page 51 of 65 51

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    52/65

    STEP 4: . IMPLEMENTTHEPLAN

    Identifying the coachees goalsand developing an achievement

    plan are only a part of thecoaching process. The plan mustbe implemented and evaluatedfor its level of success.

    Implementing the plan involves:Continuing the coach-coachee communication inthe form of feedback,continuing clarification ofthe goals and objectives

    Monitoring milestoneachievement and the levelof achievement attained

    Monitoring and reviewingresource usage ensuringthat resources are notdepleted prior to goalattainment

    Saying what you will do,

    doing what you say, anddocumenting the results

    Implementing the plan continuesto build the level of trust betweenthe coach and coachee, throughcontinued honest and frequentcommunication. A daily checkinwith the coachee, lasting no morethan five minutes, allows the

    Page 52 of 65 52

    No

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    53/65

    coach to be present and availablefor the coachee. The dailyavailability of the coach providesthe coachee with an opportunityto announce the level of successachieved towards the goals, ifthere is any need to adjustmilestones or the timeline.

    Continuing and even increasingthe level of communication duringthe plan implementation isessential for the success of thecoachee.

    Page 53 of 65 53

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    54/65

    STEP 5: EVALUATETHEPERFORMANCE

    Make it private, make it

    positiveWhen evaluating your coachee,use the two-minute challenge:

    State what you haveobserved

    Wait for a responseBe aware of

    sidetracksDo not allow

    yourself to be taken off

    focus

    Ask for a specific solutionDemand specifics,

    do not settle for stories

    Ask again for a specificsolution

    Agree together on aspecific solution(Source: The Practical Coach video)

    Allow the coachee to self-evaluate their progress towardstheir goals. Assist the coachee inremaining real in their self-evaluation through an analysis ofthe challenges they are facing,the hurdles they have alreadycleared and what they may seeon the path ahead of them inattaining the goals.

    The evaluate performance step isone of the most challenging forcoaches and coaches alike. Thisis not a time to accept excuses,become sidetracked, or allow thecoachee to settle for less thanwhat they agreed upon during thegoal-setting step.

    Page 54 of 65 54

    Notes

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    55/65

    Page 55 of 65 55

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    56/65

    STEP 6: PROVIDE FEEDBACK

    Catch them doing things

    rightKenneth Blanchard & Spencer Johnson,The One Minute Manager

    When providing the coachee withfeedback on their performance,reiterate your usage of the two-minute challenge:

    State what you haveobserved

    Wait for a response

    Be aware ofsidetracks

    Do not allowyourself to be taken offfocus

    Ask for a specific solutionDemand specifics,

    do not settle for stories

    Ask again for a specific

    solution

    Agree together on aspecific solution(Source: The Practical Coach video)

    Remain consistent and honest inyour communication with thecoachee. Both the coach andcoachees communications needto remain honest, consistent, and

    realistic. The providing feedbackstep is not a time to alter thegoals, the milestones, or thelevels of achievement necessaryto be successful.

    Ensure that you, as coach,actively listen and observe the

    Page 56 of 65 56

    No

    "I have found that being

    the best technique I can Right up front, tell peop

    you're trying to accompl

    what you're willing to sa

    accomplish it."

    - Lee Iacocca

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    57/65

    coachees reaction andresponses to your feedback.

    Is the coachee receptive tothe feedback?

    Is the coachee able to usethe feedback you

    are providing?

    Coaching is a two-way street,both of you will learn valuableexperiences that can bebeneficial to your futures.

    Activity: Coaching Role Play

    Page 57 of 65 57

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    58/65

    COACHING &MENTORINGAPPLICATIONS

    How is coaching andmentoring different fromsupervision?

    Supervision is the process ofemployee development,management, and evaluationwhich is used by a boss. Peoplecan grow as a result ofsupervision, at least to the point

    that the possibility of losing one'sjob is a motivation for growth.Learning in a supervisorysituation is often a very high riskcircumstance. If an employeeshares his weaknesses, or herneeds with a supervisor, they riskpoor evaluations and dismissal.That is why supervision is oftennot very effective. The risk takingneeded for learning and growthare not likely to occur.

    Page 58 of 65 58

    Notes

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    59/65

    Very progressive managers whoare also effective leaders can besomewhat more successful inprompting professional growth intheir employees, but leadershiprequires "followership".Leadership implies an "attracting"or "pulling" influence, andfollowership suggests thatemployees are drawn towardsomething, but have somedegree of choice as to whetherthey follow the leader andwhether they grow or not. Anyonewho has tried to lead othersknows just how true that is.Marilyn Ferguson states it sowell. "The gate to change islocked on the inside."

    Page 59 of 65 59

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    60/65

    How is coaching and mentoring differentfrom supervision? (Continued)

    High Impact Mentoring and

    Coaching" is designed to be veryseparate from supervision. Thisapproach to mentoring andcoaching frames thementor/coach as a highlyeffective leader WORTHfollowing. In other words, "HighImpact" mentors and coaches areMODELS and MAGNETS of bestpractices, increasedperformance, and greater results.

    People are attracted to them.

    Also, this conception includesexplicitly understanding that theemployee who works with amentor or a coach must choose:

    1. To defer to the greaterexperience of a mentor2. To learn through others'experiences and mistakes and

    avoid learning by trial and error3. To take the risks of discussingtheir own weaknesses and needsand of learning in front ofsomeone more senior.

    Choosing to act that way takes avery special circumstance andrelationship, and that is whymentoring and coaching mustNOT overlap evaluation and

    supervision.

    Certainly supervisors MUST betrained and expected to also actas mentors and coaches. Thoseskills will improve their ability assupervisors and the results oftheir supervision. However, we

    ALSO need non-supervisoryrelationships between

    Page 60 of 65 60

    No

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    61/65

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    62/65

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    63/65

    Appendix

    Action Plan

    Annual Life Planner

    Clean Sweep Program Worksheet

    Goal-Setting Worksheet

    Hold My Focus Worksheet

    Page 63 of 65 63

    Notes

  • 7/31/2019 Coaching n Mentoring Participant Booklet

    64/65

    Bibliography

    Bass, Bernard, Stogdill's Handbook of Leadership: A Survey of Theory and Research,New York: Free Press, 1989.

    Bass, Bernard, From Transactional to Transformational Leadership: Learning to Share the Vision,Organizational Dy

    Bateman, T.S., & Snell, S.A. (2004), Management: The New Competitive Landscape(6th ed), New York, NY: McGr

    Belilos, Claire, Cross Training as a Motivational Tool, CHIC Hospitality/http://www.easytraining.com/crosstrain.htm2001

    Blanchard, K., Carlos, J., & Randolph, A. (1996), Empowerment Takes More Than A Minute, New York, MJF Books

    Blanchard, K. and Hersey, P., (1982), Management of Organizational Behavior: Utilizing Human Resources(4th EdPrentice-Hall, Inc.

    Blake, Robert R. and Jane S. Mouton (1985). The Managerial Grid III: The Key to Leadership Excellence. Houston: G

    Brassard, Michael and Ritter, Diane (1995). The Memory Jogger II: A Pocket Guide of Tools for Continuous ImprovPlanning. Methuen, MA, GOAL/QPC

    Capezio, Peter & Morehouse, Debra (1996). Taking Aim On Leadership. Shawnee Mission, KS. National Press Pu

    Clark, Don (1998). Big Dogs Leadership Pages, http://www.nwlink.com/~donclark/leader/leadcon.html

    Cummings, T. G. & Worley, C. G. (2001) Organization Development and Change (7 th Edition). South-Western CollLearning

    Dessler, G. (2001). Management: Leading people and organizations in the 21st century (2nd ed.) [University of Series]. Upper Saddle River, NJ: Prentice Hall.

    Goldhirsch Group Inc., Sign of the cross-training times, Inc. p121(1), (December 1998)

    Gordon, J.R., (1999), Organizational Behavior: A Diagnostic Approach(6th Ed.), Englewood Cliffs, NJ, Prentice-Ha

    Iowa State University Extension Services (2000). Group Decision Making Toolkit.http://www.extension.iastate.edu/communities/tools/decisions/, retrieved May 2, 2001

    Kirkman, B.L. and Rosen, B., A model of work team empowerment. In R. Woodman and W. Pasmore (eds.) (1997),Organizational Change and Development10, 131-167

    Kouzes, James M. & Barry Z. Posner, (1987). The Leadership Challenge. San Francisco: Jossey-Bass.

    Lien, Judy MS, MT(ASCP) DLM, CLS, Human Resources Planning: Building a case for cross-training, MLOpp 46

    64

    http://www.extension.iastate.edu/communities/tools/decisions/http://www.extension.iastate.edu/communities/tools/decisions/
  • 7/31/2019 Coaching n Mentoring Participant Booklet

    65/65

    Bibliography

    McShane, S.L. & Von Glinow, M.A. (2003). Organizational Behavior: Emerging realities for the workplace revolutionHill Irwin

    Reylito A.H. Elbo, In the Workplace: Cross-training of reluctant workers, BusinessWorld(Phillippines) pBSWD871999)

    Schermerhorn, J.R., Hunt, J.G., Osborn, R.N., (2003) Organizational Behavior(8th ed.) Hoboken, NJ: Wiley

    Stark, Peter B., & Flaherty, Jane, The Managers Pocket Guide to Leadership Skills(1999), HRD Press, Amherst, M

    Stewart, T.A., Get with the new power game, Fortune (January 13, 1997): 58-62

    Turner, Nathan W. (1996). Leading Small Groups. Judson Press