1. BUILDING LEADERSHIP SKILLS: COACHING FOR CHANGE AND RESULTS Fall 2009 An Infopeople Program Dr. Steve Albrecht, PHR, CPP DrSteve@DrSteveAlbrecht.com 619-445-4735

2. This Workshop Is Brought to You By the Infopeople Project Infopeople is a federally-funded grant project supported by the California State Library. It provides a wide variety of training to California libraries. Infopeople workshops are offered around the state and are open registration on a first-come, first-served basis. For a complete list of workshops, and for other information about the project, go to the Infopeople website at infopeople.org.

3. Our Agenda The business case for coaching library employees. Coaching processes and delivery modes. Targeted coaching for selected employees. Running coaching meetings. Teaching realistic and effective tools. Coaching the Big Four. Safe and effective role play practice.

4. Your Success Tools 1.Start thinking about current or potential coaching candidates at your facility. 2.Stretch your comfort zone around the presenting issues: meeting with employees, addressing behavioral, performance, or career issues. 3.Take what you need from the materials, the presenter, and your colleagues in the room. 4.Come back to the learning materials in one week.

5. Why Coaching? What it is and what it isn’t.

6. Coaching A/K/A’s: New Names Support Guidance Mentoring Direction Help Advice Career planning meetings Assisted discovery

7. Initial Discussion Points Labels vs. behaviors. How not to get stuck with excuses or rationalizations. Addressing confidentiality concerns. Writing after-action reports and recaps. Using praise, recognition, rewards, and support.

8. Misconceptions On Coaching The “Narcissistic Supervisor / Rescuer.” The employee as needy or incompetent. The supervisor “fixes” the employee. The supervisor as a cheerleader. The myth of the “all-purpose coach.” Giving advice as a “life coach.”

9. We Coach Employees To: Improve the: Competency Character Chemistry Culture Limit the: Relationship Problems Authority Problems Transition Problems Service Problems Conflict at work is expensive, time- consuming, and hard on everyone.

10. Coaching Best Addresses “The Big Four” Work performance Violations of policies & procedures Attendance Attitude How do we demonstrate success? Compliance, improvement, and positive changes in attitude, service interactions, responsibility, and accountability.

11. Coaching Goals Job Knowledge Skills Abilities Follows policies and rules; demonstrates positive behaviors Actual performance versus desired / expected performance

12. 34 % of employees responding to a national survey cited “limited recognition” as the most common reason for leaving their jobs. Robert Half Int’l. 1995 Can we use coaching as a “recognition” tool?

13. Crucial Conversations by Patterson, Grenny et al. (2002, McGraw-Hill) Opinions vary. Stakes are high. Emotions run strong. These can give us permission to coach.

14. Best Boss – Worst Boss Group Exercise #1 Think back to the best boss you ever worked for: What character traits, skills, habits, or supervisory techniques did he or she possess? Think back to the worst boss you ever had. What made him / her so bad?

15. Coaching Events: Business Impact Pre-discipline intervention for the Big Four. On-the spot / M.B.W.A. To identify skill gaps or training needs. For career planning and advice; mentoring. To provide referrals for off-the-job problems. As part of conflict resolution; to stop problems. As a reward and to help improve morale.

16. Why Don’t We Coach?: The Supervisor’s Paradox Fear of conflict. Fear of confronting poor performance. No formal training. No knowledge of or access to resources. Top management apathy or resistance - until something happens. Inverse reward system.

17. Answering the “WII-FM?” Coaching Question For Employees It lets employees know where they stand with you. It tells them what, specifically, they need to improve. It helps them set their own personal, professional, and educational goals. It shows them what they need to do to promote or move into other positions. It rewards them for their efforts and accomplishments.

18. The Self-Fulfilling Prediction Does what you think about your employees, positively or negatively, have any effect on their motivation or performance? Expectations are a powerful thing. How you expect people to work is generally how they actually work.

19. Open-Ended Questioning Two-Person Exercise #2 Supervisor: “Do you like your job?” Employee: “Yeah, it’s okay.” Ask more open-ended questions to get the employee to tell you more. Build “conversational momentum” and find a subject the employee wants to discuss.

20. Laying The Foundation For Coaching: Aligning for Success

21. Finding Coaching Candidates Review past performance evaluations. Speak with bosses and peer supervisors. Offer coaching services via e-mail and staff meeting announcements. Meet proactively with at-risk employees. Meet proactively with employees who are on the fast track.

22. The Coaching Process Most often driven by events... 1.Initial “Go / No Go” meeting. 2.One, four, or eight hourly sessions. 3.“Homework” – assigned readings, books or articles, exercises, use of tools. 4.Post-session feedback to HR or your boss. 5.Session notes, final written report, regular follow-ups.

23. Coaching Delivery Modes On the spot: “corridor coaching” On or off-site - Face to Face By Phone By E-mail Giving homework and using a Reading Program Using as many self-discovery questions as possible, i.e., “What do you think?”

24. Self-Discovery Sample Questions “What tools would you use in a patron service situation?” “What techniques would you use to create better rapport with your co-workers?” “How do you plan to organize your ideas for a pending meeting with your boss?” “Who has an approach, a tool, or a technique you’d like to use in the future?”

25. Targeted Coaching Executive / Strategic Coaching: senior leaders, strategic issues, the top team. Goal = Direction Career Development Coaching: leadership, career guidance. Goal = Personal Skills Performance Improvement Coaching: knowledge enhancement, training. Goal = Job Skills Corrective Coaching: career “rescue,” skills deficit, compliance issues. Goal = Compliance Special-Problems Coaching: special skills, special issues, high- threat situations. Goal = Peace

26. Executive / Strategic Coaching What direction does the coachee want to take his or her team, department, or facility? Short or long term planning help. Budgets and financial planning. Employee retention through staffing, hiring, and promoting. Personal time and stress management tools.

27. Career Development Coaching Formal education – return to school Professional certifications Exposure to training programs Informal education – books, articles, web sites Groups or associations to join Creating mentor relationships

28. Performance Improvement Coaching Use of time studies to track work hours. Exposure to situations requiring more responsibility. Pinpointing unproductive activities. Teaching time management tools and habits. Prioritizing tasks based on importance and urgency.

29. Corrective Coaching Uses range from pre-discipline to post-discipline. “Career rescue” issues. Probationary period may be looming. An attempt to address behavior within the Big Three and/or that affects patrons and staff in negative ways. Issues that impact the coachee’s long term future with the organization.

30. Personal Accountability Meetings (PAM’s) Otherwise known as having a “cards on the table meeting.” Useful for employees who use sarcasm, negative opinions, idea killing, or bad body language. Try explaining your expectations and asking the employee for his or her help. Don’t argue or get overly-frustrated; tell the employee what he or she needs to do to comply.

31. Corrective Coaching Tools 1.Consulting with HR and / or your boss. 2.Use of the “paid day off.” 3.Short and long term Performance Improvement Plans (PIPs) 4.More goals, more often; more meetings; more often. 5.Teaching responsibility and accountability, by understanding consequence behaviors.

32. Special Problems Coaching It’s not therapy; it’s a careful and ethical conversation which respects boundaries. EAP education and referral. Paid or unpaid time off (consult with HR) Liaison with city / county / private agencies who can help. Transition to a new job or career.

33. Anger Management Help Anger is a secondary emotion. There can be severe consequences to anger problems, both personally and professionally. It’s not our job to “coach” anger away; it’s our job to know when it impacts the business, and to make the right referrals. Teach 4X4 Breathing and “The Pause.”

34. Frontstage Behavior Versus Backstage Behavior Pay attention to what you see or hear and then try to determine what is really going on.

35. One Issue – One Meeting For employees with many issues, concerns, or problem areas, it can feel like you need to solve everything, all at once. Remember, small turns by a tugboat can move an aircraft carrier and a little sun melts an iceberg. Try to solve one presenting issue per meeting.

36. Ground Rules for Coaching Meetings A goal for each session. Respect for each other’s time. No physical or electronic interruptions. As-discussed confidentiality. Completed ‘homework” or readings. Preparation for the next session.

37. Building Rapport Keep the coachee in his / her comfort zone. Use self-directed humor. Use analogies, stories, metaphorical language. Fill silence or allow silence. Overcome the coachee’s sense of frustration, fear, anxiety, apathy, or burnout.

38. Improve Your Listening Skills Use as many open-ended questions as you can. Look for ways to build “conversational momentum.” Seek to “open the gates of self-interest.” Limit your use of yes / no questions, except when you want agreement or closure. Be comfortable with uncomfortable silences.

39. The L.E.A.P.S. Model Listen actively Empathize Ask questions Paraphrase Seek solutions Verbal Judo Institute ™

40. The Coachee’s List of Seven Choices 1. Leave the situation or the person. 2. Live with the situation or the person. 3. Change the situation or the person. 4. Change your perception of the situation or the person. 5. Change your behaviors around the situation or the person. 6. Change both your perceptions and your behaviors. 7. Pretend you’ve changed.

41. Using the List of Seven Choices Two-Person Exercise #3 Supervisor: Ask the employee, “What bugs you about your job?” Use The List of Seven Choices to convince him or her that there are one or more solutions to the issue.

42. Tools for Focusing Think about how you might use the following three tools to assist your efforts during a coaching meeting...

43. The Keep / Stop / Start Tool “What do I or we need to KEEP doing, because it’s working?” “What do I or we need to STOP doing, because it’s not working?” “What do I or we need to START doing, because it will work better?”

44. Using Keep / Stop / Start Group Exercise #4 Using the Keep / Stop / Start approach with the index cards provided, develop a collection of responses to the issues, problems, or opportunities you’d like to solve at your facility.

45. Teaching the P.I.N. Tool “What’s POSITIVE about the idea, proposal, policy, or plan?” “What’s INTERESTING about the idea, proposal, policy, or plan?” “Finally, what’s NEGATIVE about the idea, proposal, policy, or plan?”

46. Practicing with the P.I.N. Tool Group Exercise #5 Use the P.I.N. Tool with your group members on a topic provided by your course leader.

47. Using the Three C’s Tool COMMUNICATE – Let them tell you their issue, without being judgmental. Listen carefully, without interrupting. CLARIFY – Use paraphrasing questions to make certain you understand their concerns. Ask for their solutions or suggest your own. COMMIT – Get their promise for a commitment to action. When will they start doing what you’ve both now agreed upon?

48. Coaching Meeting Steps 1.Plan for the meeting. (time, place, any handouts) 2.Open the meeting. (build rapport, discuss the purpose) 3.Describe any problem areas. (being specific) 4.Help the employee generate solutions. (ownership) 5.Discuss the solutions. (fine tune the choices) 6.Describe employee’s strengths. (reward successes) 7.Discuss a development plan. (next session) 8.Close the meeting. (with thanks and a recap)

49. Coaching Meeting Scripts Spend time preparing a written plan. Be descriptive: “What I’m seeing you do …” versus “What I want to see you do...” Define performance improvements in behavior- based terms, not label-based terms. Get permission to document during the meeting. Spend time recapping after the meeting.

50. Avoid Saying the Wrong 10 Commanding“What you ought to do is...” Sounding Parental“When I was in your position...” Minimizing“It’s not that bad...” Interrogating“Why did you do that... ?” Projecting“People in your position should...” Psychoanalyzing“It sounds like you’re in denial.” Generalizing“Everybody knows you should...” Moralizing“The ethical thing to do is...” Sidestepping“Let’s talk about something else.” Sarcasm“You didn’t mess up nearly as much as usual.”

51. Don’t Allow The Big Four Minimize“I was only 15 minutes late.” Deny“I was on time; you didn’t see me.” Rationalize“There was a lot of traffic.“ Blame“Somebody must have altered my time card.”

52. Potential Reactions to Coaching Tears? Anger and constant disagreement? Arguing each point? Overly-agreeable? Insubordinate? Appreciative and cooperative?

53. Coaching the Big Four: The Rising Star, The Problem Child, The Plow Horse, and The Smart Slacker

54. Coaching Candidates Smart Slacker Rising Star Problem Child Plow Horse Real Contribution Potential Contribution LowHigh © 2005 Dr. Steve Albrecht

55. Coaching the Big Four Smart Slackers – Confront their behavior, attitude, or performance. Remind them of their “legacy employee” status. Ask for their help. Problem Children – Use your progressive discipline process. Ask them to make a stay/go choice. Plow Horses – Encourage them to use option- thinking to problem-solve. Reward progress. Shining Stars – Give them challenges but watch for job burnout. Create a career path.

56. Skill-Building Through Coaching Practice Final Practice Exercise #7

57. The Coaching Contract Based on specific behaviors, not labels. S.M.A.R.T. Goals Deadline-driven, results-oriented, reward-focused. The employee owns the solutions. Recognizing shared fates and shared responsibilities.

58. Influencing: The Hidden Tool Your ability to persuade your people to do their work, not just by telling, but by selling. Leadership is about building trust. It’s how you use your knowledge, experience, and intelligence to gently or boldly convince others to follow your directions. It’s known as “walking the talk.”

59. The Tools of Influence Leading from the front and the rear. (Getting your hands dirty, from time to time.) Never lying. Modeling consistency, reliability, and the humane treatment of all. Keeping your people informed. Standing up for your people when it’s the right thing to do.

60. The Coaching Dynamic Assisted Discovery Tutorial Role Advisory Role “A Spectrum of Influence”