Navigating Coaching Programs, Processes, Pitfalls, and Politics Jennifer Habig Rob Elsey

Navigating CoachingPrograms, Processes, Pitfalls, and Politics

Jennifer Habig Rob Elsey

2013 Center for Creative Leadership. All rights reserved.

Please sit at the table that best represents your experience with launching coaching programs.

• Never launched a coaching program

• Just beginning to launch a program

• My program is 1-5 years old

• My program is 5-10 years old

• Been there, done that

Find a Seat


• Levels of experience• The Topics:

Programs Processes & Planning Politics & Pitfalls

• Table Dialogue• Large group Q & A

AGENDA

A gift…


1. Each topic warrants it’s own session We will highlight the importance of each as central to this work

2. Vendor voice We design and deliver coaching programs globally. Our work is across business sectors, with different client cultures,

with a wide variance on scale and scope We bring an additional lens – Interviews with coaching leaders

from Fortune 100 companies

3. No Assumptions We want to create an open dialogue of sharing best practices

Session Disclaimers


Index Cards

ProgramPurposeLinked to strategyExec. championWho gets a coachTypes of coachingTypical designCommitmentOutcomes

Processes & PracticesKey rolesPreparation/planningSystems/standardizationCoach selectionCoach on-boardingCoach maintenanceTracking and reportingProgram launch

Politics & PitfallsConfidentialityDiversity of coachesFlexibilityImprovementEvaluation

Write one question you have about coaching programs from any of these topics:


• Establish: why coaching, why now, how does it fit

• Clarify what types of coaching and for whom

• Define a “typical” engagement

• Establish realistic expectations and outcomes of participation

Coaching Programs

Communicate the CASE for coaching!


Alignment to Business Strategy

E F G HC DB

B

A JI






Coaching Programs



Typical Engagement






Coaching Programs



Coaching Programs, Processes & Practices

• Get a Team: define roles and responsibilities

• Implementation: systems, platforms, standardization

• Coach selection, on-boarding and maintenance

• Avoid “Failure to Launch”

Balance standardization with flexibility; Don’t over-engineer!

SAMPLE: Coaching Program Steps: Process Flow

HRBP identifies and invites eligible coachee into

program

Coachee accepts?

YesYes

NoNo

HRBP sends coachee’s intake form with chosen level to

CCL

HRBP & CCL arrange intake call time with coachee’s

mgr.

CCL conducts intake call & uses info to source 2 coach

options for coachee

Recent 360°

available?

YesYes

NoNo

HRBP/TD obtains coachee’s 360°

release approval

TD sends coachee 360° to complete

CCL sends TD 2 coach options &

informs respective coaches

TD/HRBP assists coachee in arranging

“good fit” calls with both coaches. Coachee conducts

calls

Coachee selects coach & informs HRBP. HRBP notifies CCL of coach selection

CCL coach conducts

orientation call with coachee

HRBP determines coachee’s coaching

program level

Which level?

3 Month

6 Month9

Month

HRBP/TD determines if coachee has

completed 360°

Coachee completes 360°CCL sends selected

coach coachee’s 360° and other

assessment dataCoachee completes CCL

assessments (4 wks)

Coach conducts

stakeholder interviews

Coach conducts

stakeholder interviews

Coach conducts insight session with coachee

Coach, coachee & manager formulate

executive development plan

Coach, coachee, & manager have

alignment session

Phone coaching occurs over time

On-site observation

session occurs (1 day)

On-site observation session occurs. (3 non-consecutive

days; includes team workshop)

Final alignment session occurs

3 Month = x hrs.

6 Month = x hrs.

12 Month = x hrs.

CCL sends assessment

log-in information to

coachee

CCL sends mid-point evaluation

survey to coachee

Coaching engagement

ends

CCL sends final evaluation survey

to coachee

“Seat” returned to eligible pool

Coachee and Coach select stakeholders for interview

Coachee and Coach select stakeholders for interview

© 2013 Center for Creative Leadership. All Rights Reserved.


EXECUTIVE LEADERSHIP COACHING OVERVIEW•What is executive leadership coaching?•Goals of executive leadership coaching•About our leadership coaches•Coach’s role•Your role•Your readiness for coaching•Maintaining traction in executive leadership coaching

WHEN AND HOW TO USE YOUR EXECUTIVE LEADERSHIP COACHING SESSIONS •Matching•Scheduling your coaching sessions•Coaching process steps•Tools to use during the executive leadership coaching process

GENERAL INFORMATION•Confidentiality•Cost of executive leadership coaching•Cancellation Policy•Contact information for questions

Sample Participant Guide Contents


• How can I obtain and executive coach?• Who’s eligible to participate?• Who are the coaches? • What’s the purpose of this caching initiative? • Isn’t coaching used to help those with performance problems? • If I participate, do I get to select my coach? • What can I expect during coaching?• What is the philosophy behind coaching? • How do I incorporate coaching into my demanding schedule?• How long would my coaching experience last? • Is what I talk about with my coach confidential? • Will my manager be involved in the process?

Common FAQs









OVERVIEW OF THE BUSINESSBusiness BackgroundBusiness Objectives/StrategyRecent PastRecent Key EventsCompetitive EnvironmentCustomers

ORGANIZATIONStructure and SystemsKey People ValuesCultureLeadership Development Overview

COACHING ENGAGEMENT OVERVIEWProgram ObjectivesMethodTarget AudienceTypical Engagement ComponentsExpected outcomes of coaching

LOGISTICSContract AgreementsContacting Your ParticipantInvoicesCancellationsRequest for Additional HoursWho To Contact

Sample Primer and Coach Guide Contents









• Define confidentiality for all stakeholders

• Choose a variety of coaches

• Clarify engagement “flexibility” to all stakeholders

• Develop continuous education and improvement plan

• Customize evaluation and reporting to match program and expected outcomes.

Coaching Programs, Processes & Practices, Politics & Pitfalls

Don’t get caught with a question you can’t answer!


• Share the question(s) you wrote on your index card with your table group.

• Identify or generate ONE question your table would like addressed by the group.

Small Group Reflection


Exhibit Giveaways


Gifts

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Navigating Coaching Programs, Processes, Pitfalls, and Politics Jennifer Habig Rob Elsey