
Executive Coaching
Defined By Liz Thach and Tom Heinselma
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Executive coaching is on the rise. Here are the types
of coaching approaches and how to conduct them.
A few years ago, the
only time an organization would bring in an executive coach was to deal with a
derailing executive. Now, it's common to provide a coach to meet privately with
leaders every month or so to discuss and work on their personal learning and
development issues. Should it be part of your leadership development strategy?
Before we answer that question, here are the major categories of
executive coaching:
- Feedback coaching
- In-depth development coaching
- Content coaching
Each is implemented differently and though the processes
vary based on specific company needs, in general all types of coaching can help
leaders who need to enhance their skills or improve in a specific area.
Feedback coaching This type of coaching, which typically
takes one to six months, involves giving feedback to a leader and helping him
or her create a development plan to address specific needs. It's generally
accompanied by a 360-assessment instrument, with which the coach helps the
leader analyze the data to identify strengths and areas needing development.
Usually, there are several follow-up conversations between the coach and the
leader, which can take place face-to-face or on the phone. Some companies are
experimenting with follow-up coaching via videoconferencing or desktop.
In-depth development coaching Lasting six to 12 months, this
type of coaching involves a close, intimate relationship between the executive
and the coach. The data collection and analysis phase are in-depth, usually
involving the coach conducting face-to-face interviews with all of the
executive's staff, peers, manager, and, in some cases, customers, suppliers,
and family members. Multiple assessment instruments, such as 360 Competency
Assessment, Myers-Briggs, and Firo-B are often used to supplement the
interviews. Sometimes the coach will observe, or "shadow," the executive at
work in meetings, making presentations, and so forth. The observation can be
part of the data-collection phase, continued development, and feedback support
as the executive implements his or her development plan.
Once the data
has been collected, the coach meets with the executive to analyze the results.
That's usually an intensive feedback session lasting up to two days. Then, the
executive and the coach create a draft development plan, which the executive
usually shares with his or her manager to obtain input. The next phase is
implementing the development plan, with the coach still closely involved. At
minimum, the coach meets with the executive at least once a month for two to
four hours to assess progress, discuss roadblocks, and offer support. In some
cases, the coach will continue to observe the executive in various interactions
and provide on-the-spot feedback. The coach usually continues to work with the
executive until the development plan has been completely implemented and the
executive has improved or enhanced the targeted competencies.
Content
coaching The time this stage takes depends on the issues involved. This
type of coaching involves providing leaders with knowledge and skills in a
specific content area. An example might be a leader who needs to know more
about global marketing, finance, or operations in a specific industry. Another
example might be a leader who needs to improve presentation skills or learn how
to prepare to meet with stock analysts. Content coaches are experts in a
specific discipline, and they're brought in to meet with an executive in a
series of sessions to ensure that the executive develops the necessary
knowledge and skills in that area. The coaching can include having the
executive read books or articles and debrief with the coach, conducting role
plays, and being videotaped. The timeframe depends on the executive's skill
level and what it needs to be. The first coaching session is often an
assessment of the executive's skill and knowledge level. Then, a learning plan
is documented with a timeline and activities to achieve the desired outcome.
Some organizations prefer to send executives to external seminars to obtain the
needed skills or knowledge. But with chaotic management schedules or an
accelerated timeframe, one-on-one executive coaching makes more
sense--especially if you can obtain a coach who is considered to be a
world-class expert in the specific content.
Real Life Executive
Coaching An international Fortune 100 electronics firm implemented an
in-depth developmental coaching process for its top 60 executives. Each
executive was assigned a private coach to work with over a period of one year.
The process began with a battery of psychological assessments and a 360
interview process, in which the coach personally interviewed the executives'
staff, peers, and managers. The executives were assessed on how well they
demonstrate company values. After compiling the data, the coach spent one to
two days reviewing results with executives and drafting development plans,
which they shared with their managers to get additional input. The coach
continued to meet with each executive for two hours each month to assess
progress, assist with issues and roadblocks, and celebrate successes. The
emphasis was on helping the executives demonstrate the leadership values and
philosophy of the company. In some instances, the coach shadowed an executive,
depending on the development issues. At six and 12 months, the executives were
reassessed on the values. If progress was not seen, an executive could be
reassigned (this was communicated to the executives at the beginning of the
process). This type of coaching is used to help executives develop the skills,
knowledge, or attitudes to support the leadership values and philosophy of
their company and to shift corporate culture.
Common Coaching
Scenarios
Company A --timeframe one month
- Leader completes 360 instrument.
- 1st coaching session: 360 data-analysis and
development-planning sessions (one to four hours)
- 2nd coaching session (one month later): Follow-up
discussion to assess progress and roadblocks and to give encouragement (one to
two hours)
Company B--timeframe three months
- Leader completes 360 instrument.
- 1st coaching session: 360 data-analysis and
development-planning sessions (one to four hours)
- Telephone coaching sessions every two to four weeks to
assess progress and roadblocks and to give encouragement (30 to 60
minutes)
- Three-month mini assessment on development areas to
assess whether progress was made; use ROI measure.
- Final coaching session: Debrief mini assessment, update
development plan, offer encouragement.
Company C--timeframe six months
- Leader completes 360 instrument.
- 1st coaching session: 360 data-analysis and
development-planning sessions (one to four hours)
- Coaching sessions every one to two months for five months
to assess progress and roadblocks and to give encouragement (one hour)
- Six-month mini assessment on development areas to assess
whether progress was made; use ROI measure.
- Final coaching session: Debrief mini assessment; update
development plan, offer encouragement.
Real Life Executive Coaching A hospital in the
U.S. Midwest implemented a content coaching process for doctors to help them
develop skills and knowledge about hospital finances. Each doctor completed an
assessment to determine his or her current level of financial knowledge and
then was assigned a private coach who was an expert in hospital finance. The
coach worked with each doctor individually and customized the coaching sessions
to meet the doctors' specific development needs in the finance area. Some
coaching sessions were longer than others; some used different learning
approaches, based on a doctor's learning style. At the end of six months, each
doctor was reassessed on his or her finance skills and knowledge.
Benefits and pitfalls Executive coaching has many advantages,
but it's not without risks. Talk with anyone who has implemented a coaching
process and they'll have at least one bad story to tell--generally about
matching an executive with the wrong coach.
The benefits we've seen in
our experience and in talking with others who have implemented executive
coaching include positive behavior change and enhanced skills and knowledge.
Most leaders like executive coaching because
- they receive direct one-on-one assistance from someone
they respect
- they don't have to leave their offices
- it fits their timeframes and schedules
- they can see fast results, if they're dedicated
The ROI with executive coaching is often very
high--especially if you calculate the value of a high-level executive salary
and the return-on-improvement in skill level and decision making. It has been
reported that stress levels and burnout drop with some executive coaching,
because executives have an objective third party they can talk to
confidentially about work-life balance issues, thus increasing their support
network. Employee satisfaction often goes up as leaders recognize the
investment their company is making in them to provide personal development
coaching.
Executive coaching is a good strategy for fast-paced or
start-up companies that don't have more traditional leadership development
programs in place.
The pitfalls include
- not integrating executive coaching with the rest of your
leadership development strategy
- not getting the buy-in of executives to participate in
coaching
- not being clear on the type of coach you need
- not checking a coach's references (use your personal
network and word-of- mouth, and personally interview each coach)
- selecting and matching the wrong coach with a leader
Beware of coaches who
- have no industry experience (for example, a psychological
background only)
- insist on using their own coaching model, assessment
instruments, and so forth instead of using yours or integrating it with
theirs
- have done only outplacement work (they might "coach"
your executives to leave)
- take credit for past coaching results--such as, "I fixed
this guy"
- use a strictly counseling approach (coaching is not
counseling). Coaches need to provide specific and practical suggestions for
skill enhancement.
Real Life Executive Coaching A Fortune 200
telecommunications company implemented a feedback coaching process, in which
executives completed a customized 360-leadership competency assessment and were
assigned to work with a feedback coach for six months. The coach met with the
executives four times in the six-month period. The first meeting was to analyze
the 360-feedback report with the executives and identify one strength and two
to three areas for improvement. They then drafted a development plan, which the
executive shared with their managers to obtain additional input. The second
coaching session occurred one month later, in which each executive and the
coach discussed how well the conversation went with their managers and to
finalize the development plan, including detailed action items with deadlines.
At two months, a reminder letter was sent to the executives to continue
progress. At three months, the coach and executives met again one-on-one to
discuss issues, roadblocks, successes, and so forth. At four months, a second
reminder letter was sent. At five months, a mini 360 fax survey (with the two
to three improvement areas) was distributed to obtain follow-up data. At six
months, the coach and each executive met for the last official time to review
the mini survey results and assess progress. The executives had the option to
continue the coaching, but they had to pay for it from their own departments.
The complete six-month process was funded by the organization and is repeated
every 12 to 18 months for top executives.
Real Life Executive
coaching An international Fortune 100 computer company implemented a
feedback coaching process, accelerating it to be completed in three months
rather than six. The rationale is that employees change jobs quickly and, with
changes in technology and business issues, many rotate to new positions or
projects, making it difficult to complete the mini survey for follow-up
purposes. The process was the same as described in the case of the Fortune 200
telecommunications company--with the exception that at three months, the mini
fax survey was distributed and the coach met with the executives after the
results were tabulated to assess progress and determine the next steps such as
continued coaching, additional work on implementing development plans, and so
forth.
Making a good match Executive coaching should be
integrated into the rest of your leadership development strategy. Depending on
what you've already implemented, executive coaching can be one more option for
specific situations, such as content and in-depth development coaching. Or it
can be the heart of your strategy. For example, if you have a 360 leadership
assessment, you may decide to use that combined with feedback coaching as your
core process. Then, all development plans coming out of the coaching sessions
determine the other types of development activities you offer, such as
classroom training, self-study, job rotation, community learning, and so forth.
It's important that you're clear about where executive coaching fits into your
overall development strategy before you begin recruiting coaches.
Identifying coaches Attend any meeting of executive
development professionals and you'll hear the same lament, "Where do we find
good executive coaches?" The best answer is to use your personal network of
associates. Word of mouth can identify the finest coaches. Just make sure you
ask what type of coaching (feedback, in-depth development, or content) took
place and what the coach's philosophy, style, and results were. Then, determine
whether that coach would work well in your corporate culture. In addition,
there are several organizations for finding executive coaches, with new ones
springing up every day (see the sidebar, Executive Coaching Suppliers).
Selecting coaches Obviously, you need to identify your own
selection criteria, but we've listed a few that we think are important.
- Must have experience coaching executives (ask how many).
- Must have experience using and debriefing multiple 360
instruments (ask which ones).
- Must understand the corporate environment (ideally, have
worked in the same industry).
- Must know development (can suggest practical, effective
actions for improvement).
- Must be tough and confrontational in a supportive
way.
- Must respect and support confidentiality.
Coaches can report to HR on retention and similar issues,
but most discussions between coach and executive should be confidential (which
is different from evaluative coaching).
When you interview a potential
coach, ask him or her to describe past experience in coaching executives. The
best coaches exhibit a combination of empathy and toughness, are practical, are
interested in helping people do better, and are sure of who they are as people.
They also believe there's a lot of work out there for executive coaching and
aren't competitive with other coaches.
The cost for an executive coach
depends on the type and length of the coaching. Telephone feedback coaching is
generally the least expensive; in-depth development coaching is usually the
most costly. Content coaching fees vary, depending on the coach. If you're
bringing in a world-class expert, that can cost more than in-depth development
coaching.
Once you're clear on the strategy and process, document both
so you can explain them to the coaches and the leaders. Start small with a few
executives, then follow up to see how it's going (there's usually no such thing
as a pilot in executive development). If there's a lack of chemistry between a
leader and a coach, be willing to switch coaches immediately. Then, give the
coach feedback so you can continue your partnership with him or her.
Always hold an orientation session so the coach or coaches are clear
about the objectives and desired outcome. The orientation should include:
- strategy and context of why you're conducting executive
coaching
- how it fits into overall leadership development
- company vision, mission, strategy, values,
locations,
- products, customers, competitors, and other important
organizational issues (to provide context and credibility)
- information on the 360 assessment you're using--how it
was developed, the format, meaning, and so forth
- the coaching process and model you want them to
follow--what to emphasize, forms to complete, follow-up,
- ethics
- a caveat about confidentiality
In addition, set the ground rules for the contract. If an
executive has a positive experience with a coach, the executive will likely
invite the coach back to do other work, such as teambuilding or process
improvement. It's important that you clarify that contracting situation with
the coach up front. A good rule is to ask the coach to clear through you any
additional requests for business. Then, create a new contract.
The
Executive Coach's Perspective
From an executive coach's perspective,
there are several elements that he or she needs to be the most effective. All
of these elements might not be present in every situation, but each can raise
the probability that the coaching will yield the desired outcome.
Accountability. This helps the executive maintain a consistent focus, and it
sets expectations for desired outcomes. If there's an identified development
process outlined for the organization, the leaders should be held accountable
for following through on that process. HR professionals can support the coach's
efforts, but the primary responsibility is on the immediate manager. Most
people begin a development effort with good intentions, but it takes a lot of
self-discipline to stay with it, and self-discipline is generally not enough.
The manager must inspect the process and support it in a constructive way on a
continuing basis.
Integration with other systems. This weaves
development into the cultural fabric of organization life. The development
process should be integrated into and supported by other HR systems such as
career planning, succession planning, and performance planning. The pieces
build momentum for each other, and duplicate effort is avoided. For example, if
the development plan becomes a part of the performance plan, then it's more
likely that the manager will be involved actively in the process.
Top
management modeling. This is one of the best ways people learn. Key leaders
in any organization define or redefine the culture. If you want to build a
culture that defines development as a continuous process, then have the key
leaders model the behavior. If they only preach development, then don't expect
much to happen in the general population of leaders. If top leaders "walk the
talk," others will follow and accountability happens more naturally. Leaders
can say, "I work continuously at getting better, and I expect you to do the
same."
Confidentiality. The coach-client privilege is a critical
element of the process. The coach must be viewed by the client-leader as a
trusted confidante. A manager should never ask a coach to break that
confidential relationship. If asked, a coach should refuse. There are times
when a coach knows information that, if divulged, would work for the overall
good, including the client-leader. But to break confidentiality would undermine
the entire coaching process and would almost never justify the gain.
In
addition to those important elements, it always helps to update the coach on
your particular business strategy, any changes in direction, or other important
organizational happenings that may affect the coaching process. For example, if
downsizing is going on or if the company is implementing a new global marketing
plan, it's useful for the coach to know that in advance so that he or she can
be aware of the impact on the leaders being coached.
Last, most coaches
report that the long-term coaching relationships in which they get to meet with
a leader over several months (verses a one-shot feedback session) achieves the
best results. They're there for an extended time to encourage the leader and to
ensure that he or she develops the desired competencies. Many executive coaches
say that such long-term relationships are also personally rewarding because
they get to witness the positive changes.
Liz Thach is director
of leadership and organization development for MediaOne Group (formerly US West
Media), an international broadband and wireless technology company based in
Denver; lthach@mediaone.com. Tom Heinselman is a principal in Keilty, Goldsmith
& Company in Atlanta.
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