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HRPS EXECUTIVE COACHING
                                                                                        WORKSHOP
                                                                                     FEBRUARY 6, 2007
                                                                                     DAVE BROOKMIRE


Copyright © 2007, Corporate Performance Strategies, All Rights Reserved. No part of this publication may be reproduced, stored in a retrieval
System, or transmitted in any form or by any means without prior written permission from CPS.
Agenda
   Session I – February 6th
     Introduction – Walt Cleaver
     Executive Coaching Applications – D. Brookmire
     Improving Executive Coaching Effectiveness – J. Zenger
     Q & A Best Practices – J. Zenger & D. Brookmire
     Wrap-up – D. Brookmire


   Session II – February 15th
     Introduction – Walt Cleaver
     Extraordinary Coach 360 Survey Feedback and Applications – J. Zenger
     Case Discussion – D. Brookmire
     Measuring the Effectiveness of Executive Coaching – J. Zenger
     HR’s Role in the Process – D. Brookmire
     Close – Walt Cleaver




Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
Participation
          We welcome your contributions during the workshop
          There will be Q&A points that we ask for your participation and
          to answer any questions
          Our experience tells us that participation will make the
          workshop more enriching for you and other participants
           Here’s how it works:
                   - Sarah Tripp is our moderator
                   - Submit questions on-line during discussions
                       using your console
                   - At points we will stop for moderated Q & A




Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
Background
            Much is known about effective leadership development in
            formal training methods
            Classroom training remains the most popular delivery
            method for leadership development
            Executive coaching continually gains as a method to
            supplement or replace traditional training
            How executive coaching can be most impactful across
            individually different coaches is still largely anecdotal
            Executive coaching as a technique can by very inconsistent
            This workshop focuses on sharing best practices and
            research to build executive coaching’s effectiveness




Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
Coaching – Utilization Increasing*

          Top five growing areas and investment increases 2005 to 2006
          were soft skills: Leadership Skills (40%), People Management
          Skills (35.7%), Job-Specific Skills (28.6%), Sales and Customer
          Service Skills (21.4%), and Technology Skills (21.4%)
          While most of the training budget dollars are focused on the formal
          training, other solutions that embed learning to build skills in
          relationships and day-to-day work are being deployed
          More than half of the organizations projected increases in spending
          on coaching and mentoring in 2006


    *Corporate Executive Board, Learning and Development Roundtable
      Benchmarking Study, 2006.




Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
Key Drivers of Executive Coaching’s Popularity

          Successfully deployed method to develop leadership
          Transparency of leadership and Board of Director oversight
          High executive failure rates reported (e.g., New hires and
          Promotes)
          Helps executives align their performance with the strategic
          objectives
          Extends and enhances the formal training investments
          made by companies
          Focuses on the most critical skills (e.g., leadership,
          interpersonal, working with external stakeholders,
          managing major changes, etc.)
          Many consultants have created “coaching” services to help
          individual leaders




Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
Coaching Defined



          An on-going relationship which focuses on coachees taking action
          toward the realization of their visions, goals, or desires. Coaching
          uses a process of inquiry and personal discovery to build the
          coachee’s level of awareness and responsibility and provides the
          coachee with structure, support and feedback. The coaching
          process helps clients both define and achieve goals faster and with
          more ease than would be possible otherwise. (International
          Coaching Federation)




Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
Coaching vs. Consulting
          Share similarities – steps similar, focus on leader behaviors,
          providing expertise, future-focused
          Coaching described as different:
              - Individually (vs. project/system) focused
              - No pre-determined goal at outset
              - Coachee as client (not organization)
              - Builds upon self-discovery
              - Data tied to values/goals of coachee
              - Driven by coach’s self-awareness and skills
              - Relies on building an interpersonal and
                  helping relationship




Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
Most Common Executive Coaching
    Applications in Organizations

            New leader assimilation
            Specific and Targeted Skill Development
            Highly Valued at Risk Executives
            High Potential Development
            Personal Development – Self-Development
            Supplement to Formal Training Programs/Consulting Engagements
            Group Coaching




Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
Best Practices Executive Coaching
    Methodology

                                                             Data                                 Coaching &
                                                                              Development
                                                                                                    On-going
                                                                                                                         Transition &
           Pre-Launch              Launching                Collection
                                                                               Planning           Evaluation             Evaluation
                                                          & Feedback


   •Identify and        •Getting executive         • Multiple sources     •2-3 areas for    •Planned             •Establish
    select coaches        ready to be coached        & methods              change           sessions             advocates
   •Gathering           •Setting expectations,     • Use of 360           • SMART Goals     •Coaching            •Transition to the
    pertinent data        roles, goals, and          surveys,             •Non-linear        methods               boss as coach
   •HR securing           measures                 assessments, &          development      •Observation         •Measure results
    support and         • Linking to                 interviews           •Share with key    on the job            and set up next
    funding               leadership               •Direct                 stakeholders     •Seeking               360 survey
   •Determining           initiatives                Observations         •On-line to        feedback on         •Renew the
    parameters of       •Handling                  • Group/individual       track and        executive and        development plan
    the engagement       confidentiality             feedback               measure          coach
   •Discussing with     •Aligning HR,              •Fatal flaws                             •Create network
    prospective          coachee,                  •Competencies X                           for development
    coaches              and boss                  Importance                               •Teach self-
                        •Assessing the             • Coachability                            reflection skills
                         executive’s preferred
                         learning style
                        •Orienting the coach




Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
Key Stakeholder Roles and Alignment


                                                           Boss




                                      Coach                               HR




                                                         Coachee




Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
Executive Coaching Impact Areas
                                                                 Clear
                                                               Direction:
                                                                Vision
                                                               Strategy
                                                                 Goals
                                    External
                                     Factors:                                  Structure:
                                      Family                                      Span
                                    Economic                                   Allocation
                                    Personal
                                                              Executive’s
                                                            Socio-technical
                                                             Effectiveness

                                     Personal                                   Management
                                    Capabilities:                                 Process:
                                       Skills                                 Information Flow
                                       Traits                                   Accountability
                                    Experiences                                 Measurement
                                                                People &
                                                                Culture:
                                                             Benchstrength
                                                                 Quality
                                                             Complementary
                                                               Supportive




Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
Improving Coaching’s Effectiveness
                                                          J. Zenger




Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
Executive Coaching Best Practices




Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
Discussion
              What questions do you have to help share best practices?
              What signs do you look for to determine if you have a
              coachee that doesn’t want to change?
              What techniques have you found effective for providing
              extremely strong negative feedback to an executive?
              How do you qualify a coach to work with your company?
              What have you found to be particularly effective in
              establishing a helping relationship with coachees?
              How do you justify the use of coaching in your
              organization?
              What tools and techniques have you found that are
              particularly helpful in improving your coaching
              performance?




Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
Wrap-Up
           Summary of key points
           Preparation for Session II:
               - Completed the Extraordinary Coach 360
                    survey
               - Feedback report to be emailed a couple of
                   days prior to the next session
               - Email dbrookmire@cpstrat.com if you did not
                   complete the survey
               - Read the case and answer the questions
           Next Session is 2/15/07, 11:30 a.m. -1:00 p.m. EST




Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
Coaching Case                                                         all of Trilligene’s key customers and
     It is Monday morning, 9:30 a.m. and you                              investment analysts. Customers
     just completed a brief phone call with the                           applaud the fact Chris is with
     VP HR from Trilligene Pharmaceuticals. You                           Trilligene. The problem is that Chris is
     had worked with the VP HR in her prior                               Dr. Jekyll with customers and the
     company as a coach for a few of the top                              Board, and Mr. Hyde with peers and
     executives. You hear the following scenario                          subordinates. On the people side of
     from the VP HR: Chris Jenkins, is the EVP                            the business Chris has lost five key
     of R&D for Trilligene Pharmaceuticals. Chris                         scientists over the past 12 months and
     has been in this role for over three years                           the VP HR fears more key resignations.
     and was quite a significant hire for                                 The VP HR relates the description of
     Trilligene. The VP HR related that the                               Chris’ leadership is always the same.
     hiring of Chris Jenkins three years ago had                          The culture in R&D continues to
     a lot of fanfare and attention from the                              deteriorate. Chris is perceived as
     Board of Directors, analysts, and industry                           arrogant, intimidating, closed-minded,
     leaders. Chris was recruited from a key                              challenging, overly controlling, and
     competitor to help restore credibility with                          lacking interpersonal skills. After many
     customers and investors after a string of                            closed-door discussions about Chris
     poor product releases. Chris was a                                   between the VP HR and the CEO, the
     recruiting coup, bringing a tremendous                               CEO strongly feels that Chris must stay
     industry reputation and track record of                              with the business. If Chris were to
     accomplishments to Trilligene. In fact, the                          leave, the results to the business
     VP HR confided that Chris’ hiring led to her                         would be dramatic. The CEO fears that
     eventual promotion. Since joining, Chris                             Chris could go to a competitor which
     has consistently produced several block                              would make a departure even worse.
     buster products in record times. Chris has                           The VP HR asked that you come in
     restored the company’s credibility and                               later that day to meet with her, the
     reputation with                                                      CEO, and Chris.




Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
Coaching Case Discussion
       1. What would you like to learn in the meetings
          with Chris and the CEO?
       2. What will you do toward building a strong
          relationship with Chris?
       3. What key coaching steps would you take in this
          situation?
       4. How will you report the feedback to Chris so that
          Chris accepts it?
       5. What metrics will you use to measure success?




Copyright © 2007, Corporate Performance Strategies, All Rights Reserved

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Executive Coaching

  • 1. HRPS EXECUTIVE COACHING WORKSHOP FEBRUARY 6, 2007 DAVE BROOKMIRE Copyright © 2007, Corporate Performance Strategies, All Rights Reserved. No part of this publication may be reproduced, stored in a retrieval System, or transmitted in any form or by any means without prior written permission from CPS.
  • 2. Agenda Session I – February 6th Introduction – Walt Cleaver Executive Coaching Applications – D. Brookmire Improving Executive Coaching Effectiveness – J. Zenger Q & A Best Practices – J. Zenger & D. Brookmire Wrap-up – D. Brookmire Session II – February 15th Introduction – Walt Cleaver Extraordinary Coach 360 Survey Feedback and Applications – J. Zenger Case Discussion – D. Brookmire Measuring the Effectiveness of Executive Coaching – J. Zenger HR’s Role in the Process – D. Brookmire Close – Walt Cleaver Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
  • 3. Participation We welcome your contributions during the workshop There will be Q&A points that we ask for your participation and to answer any questions Our experience tells us that participation will make the workshop more enriching for you and other participants Here’s how it works: - Sarah Tripp is our moderator - Submit questions on-line during discussions using your console - At points we will stop for moderated Q & A Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
  • 4. Background Much is known about effective leadership development in formal training methods Classroom training remains the most popular delivery method for leadership development Executive coaching continually gains as a method to supplement or replace traditional training How executive coaching can be most impactful across individually different coaches is still largely anecdotal Executive coaching as a technique can by very inconsistent This workshop focuses on sharing best practices and research to build executive coaching’s effectiveness Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
  • 5. Coaching – Utilization Increasing* Top five growing areas and investment increases 2005 to 2006 were soft skills: Leadership Skills (40%), People Management Skills (35.7%), Job-Specific Skills (28.6%), Sales and Customer Service Skills (21.4%), and Technology Skills (21.4%) While most of the training budget dollars are focused on the formal training, other solutions that embed learning to build skills in relationships and day-to-day work are being deployed More than half of the organizations projected increases in spending on coaching and mentoring in 2006 *Corporate Executive Board, Learning and Development Roundtable Benchmarking Study, 2006. Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
  • 6. Key Drivers of Executive Coaching’s Popularity Successfully deployed method to develop leadership Transparency of leadership and Board of Director oversight High executive failure rates reported (e.g., New hires and Promotes) Helps executives align their performance with the strategic objectives Extends and enhances the formal training investments made by companies Focuses on the most critical skills (e.g., leadership, interpersonal, working with external stakeholders, managing major changes, etc.) Many consultants have created “coaching” services to help individual leaders Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
  • 7. Coaching Defined An on-going relationship which focuses on coachees taking action toward the realization of their visions, goals, or desires. Coaching uses a process of inquiry and personal discovery to build the coachee’s level of awareness and responsibility and provides the coachee with structure, support and feedback. The coaching process helps clients both define and achieve goals faster and with more ease than would be possible otherwise. (International Coaching Federation) Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
  • 8. Coaching vs. Consulting Share similarities – steps similar, focus on leader behaviors, providing expertise, future-focused Coaching described as different: - Individually (vs. project/system) focused - No pre-determined goal at outset - Coachee as client (not organization) - Builds upon self-discovery - Data tied to values/goals of coachee - Driven by coach’s self-awareness and skills - Relies on building an interpersonal and helping relationship Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
  • 9. Most Common Executive Coaching Applications in Organizations New leader assimilation Specific and Targeted Skill Development Highly Valued at Risk Executives High Potential Development Personal Development – Self-Development Supplement to Formal Training Programs/Consulting Engagements Group Coaching Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
  • 10. Best Practices Executive Coaching Methodology Data Coaching & Development On-going Transition & Pre-Launch Launching Collection Planning Evaluation Evaluation & Feedback •Identify and •Getting executive • Multiple sources •2-3 areas for •Planned •Establish select coaches ready to be coached & methods change sessions advocates •Gathering •Setting expectations, • Use of 360 • SMART Goals •Coaching •Transition to the pertinent data roles, goals, and surveys, •Non-linear methods boss as coach •HR securing measures assessments, & development •Observation •Measure results support and • Linking to interviews •Share with key on the job and set up next funding leadership •Direct stakeholders •Seeking 360 survey •Determining initiatives Observations •On-line to feedback on •Renew the parameters of •Handling • Group/individual track and executive and development plan the engagement confidentiality feedback measure coach •Discussing with •Aligning HR, •Fatal flaws •Create network prospective coachee, •Competencies X for development coaches and boss Importance •Teach self- •Assessing the • Coachability reflection skills executive’s preferred learning style •Orienting the coach Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
  • 11. Key Stakeholder Roles and Alignment Boss Coach HR Coachee Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
  • 12. Executive Coaching Impact Areas Clear Direction: Vision Strategy Goals External Factors: Structure: Family Span Economic Allocation Personal Executive’s Socio-technical Effectiveness Personal Management Capabilities: Process: Skills Information Flow Traits Accountability Experiences Measurement People & Culture: Benchstrength Quality Complementary Supportive Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
  • 13. Improving Coaching’s Effectiveness J. Zenger Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
  • 14. Executive Coaching Best Practices Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
  • 15. Discussion What questions do you have to help share best practices? What signs do you look for to determine if you have a coachee that doesn’t want to change? What techniques have you found effective for providing extremely strong negative feedback to an executive? How do you qualify a coach to work with your company? What have you found to be particularly effective in establishing a helping relationship with coachees? How do you justify the use of coaching in your organization? What tools and techniques have you found that are particularly helpful in improving your coaching performance? Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
  • 16. Wrap-Up Summary of key points Preparation for Session II: - Completed the Extraordinary Coach 360 survey - Feedback report to be emailed a couple of days prior to the next session - Email dbrookmire@cpstrat.com if you did not complete the survey - Read the case and answer the questions Next Session is 2/15/07, 11:30 a.m. -1:00 p.m. EST Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
  • 17. Coaching Case all of Trilligene’s key customers and It is Monday morning, 9:30 a.m. and you investment analysts. Customers just completed a brief phone call with the applaud the fact Chris is with VP HR from Trilligene Pharmaceuticals. You Trilligene. The problem is that Chris is had worked with the VP HR in her prior Dr. Jekyll with customers and the company as a coach for a few of the top Board, and Mr. Hyde with peers and executives. You hear the following scenario subordinates. On the people side of from the VP HR: Chris Jenkins, is the EVP the business Chris has lost five key of R&D for Trilligene Pharmaceuticals. Chris scientists over the past 12 months and has been in this role for over three years the VP HR fears more key resignations. and was quite a significant hire for The VP HR relates the description of Trilligene. The VP HR related that the Chris’ leadership is always the same. hiring of Chris Jenkins three years ago had The culture in R&D continues to a lot of fanfare and attention from the deteriorate. Chris is perceived as Board of Directors, analysts, and industry arrogant, intimidating, closed-minded, leaders. Chris was recruited from a key challenging, overly controlling, and competitor to help restore credibility with lacking interpersonal skills. After many customers and investors after a string of closed-door discussions about Chris poor product releases. Chris was a between the VP HR and the CEO, the recruiting coup, bringing a tremendous CEO strongly feels that Chris must stay industry reputation and track record of with the business. If Chris were to accomplishments to Trilligene. In fact, the leave, the results to the business VP HR confided that Chris’ hiring led to her would be dramatic. The CEO fears that eventual promotion. Since joining, Chris Chris could go to a competitor which has consistently produced several block would make a departure even worse. buster products in record times. Chris has The VP HR asked that you come in restored the company’s credibility and later that day to meet with her, the reputation with CEO, and Chris. Copyright © 2007, Corporate Performance Strategies, All Rights Reserved
  • 18. Coaching Case Discussion 1. What would you like to learn in the meetings with Chris and the CEO? 2. What will you do toward building a strong relationship with Chris? 3. What key coaching steps would you take in this situation? 4. How will you report the feedback to Chris so that Chris accepts it? 5. What metrics will you use to measure success? Copyright © 2007, Corporate Performance Strategies, All Rights Reserved