The objective is simple: Better decision making. The only issue is that there are so many different views on what we mean by “better.” At the core of all decision making is the need to balance power with responsibility as the vehicle for resolving the ‘better’ question. This article explores why that is so difficult. It also argues that exploring the concept of wisdom can provide invaluable insights into how to achieve the most effective balance between power and responsibility, which is central to what our values mean in practice, as well as about how we incorporate ethics into our decision making.
Wise decision making, inevitably, involves moral/ethical choices. It is not surprising that comments we might define as wisdom are essentially comments about the relationship between people, or their relationship with society and the universe as a whole. These statements are generally globally recognized as relatively timeless and are insights that help us provide meaning to the world about us. Yet how often do they seem to be almost totally ignored in futurist, strategy, knowledge management, coaching, and even ethics literature? We appear to spend more and more time focused on learning knowledge, or facts—which have a relatively short shelf life-and less and less time on knowledge that overlaps with wisdom, which has a long shelf life. Why is that? What can we do about it?
Western sociological and management/leadership literature is full of references to power. How to get it? How to keep it? And how to prevent it being taken away? In parallel, but rarely in the same studies, there is also an enormous amount of literature on the concept of responsibility.
While power is the ability to make things happen, responsibility is driven by attempting to answer the question: In whose interest is the power being used? Yet the two concepts of power and responsibility are simply different sides of the same coin; they are the yin and yang of our behavior; they are how we balance our relations with ourselves with the interests of others, which is at the core of what we mean by our values. Power makes things happen, but it is the exercise of an appropriate balance between power and responsibility that helps ensure that as many ‘good’ things happen as possible.
Leadership is nothing more than the well-informed, responsible use of power. The more that leadership-related decisions are responsibility-driven (i.e., the more they are genuinely concerned with the wider interest), not only will they be better informed decisions, but the results are much more likely to genuinely reflect the long-term interests of all concerned, which also happens to be a sound foundation for improving their ethical quality and sustainability.
In essence, the above leadership definition is exactly what could also be called ‘Wise Leadership.’ In this context, the concepts of leader, leading, and leadership are used interchangeably, although it could be argued that ‘leaders’ are individuals (including their intentions, beliefs, assumptions, etc.), while ‘leading’ entails their actions in relation to others, and ‘leadership’ is the whole system of individual and social relationships that result in efforts to create change/progress. However, the above definition can be used to cover the integrated interrelationship of those three dimensions.
Briefly, wisdom can be considered as: “Making the best use of knowledge…by exercising good judgment…the capacity to realize what is of value in life for oneself and others….” Or as “the end point of a process that encompasses the idea of making sound judgments in the face of uncertainty.”
Of course, wisdom is one thing and ‘being wise’ is quite another. Being wise is certainly more than the ability to recycle wisdom. In essence, ‘being wise’ involves the ability to apply wisdom effectively in practice.
Wisdom is by far the most sustainable dimension of the information/knowledge industry. But is it teachable? It is learned somehow, and as far as I know, there is no values/wisdom gene. Consequently, there are things that we can all do to help manage the learning processes more effectively, although detailed consideration of these are outside the scope of this article.
In the end, the quality of our decisions depends on the quality of our conversations/dialogue; not only dialogue about information but, perhaps even more important, about the best way to use that information. In other words, it is about how our values influence the decision-making process. Dialogue both facilitates the transfer of technical knowledge and is an invaluable part of personal development. Having a quality dialogue about values is not only the most important issue we need to address, but it is often the most difficult.
We need to recognize that the more change that is going on in society, the more important it is that we make sure that our learning is as effective as possible. That is the only way we have any chance of being able to equate change with progress. If we want to have a better future, the first—and most important—thing that we have to do is improve the quality and effectiveness of our learning.
In recent years we have seen considerable effort to move people from the idea of ‘working harder’ to ‘working smarter.’ But what is really needed is to move beyond ‘working smarter’ to ‘working wiser.’ We need to move from being the ‘Knowledge Society’ to the ‘Wise Society.’ And, the more we move along that progression, the more we need to recognize that we are moving to a situation where the important issues primarily reflect the quality of our values rather than the quantity of our physical effort. If we want to improve the quality of our decision making, the focus needs not only to be on the quality of our information but, even more importantly, on the ‘right’ use of that information; hence the importance of improving the dialogue-related issues mentioned earlier.
Why are we interested in ethics and the future? The answer is, simply, that we are concerned with trying to make the world a ‘better’ place. But for whom? And how? To answer both questions we need to re-ask fundamental questions: Why do we not spend more time to ensure that the important messages that we have learned in the past (‘wisdom’) can be passed on to future generations? How do we ensure these messages are learned more effectively? These are critical strategy questions, and lie at the very foundation of anything we might want to call the ‘Knowledge Economy,’ although what is really needed is to focus on trying to move toward a concept closer to the ‘Wise Economy.’ This focus naturally overlaps with the greater attention now being given to values and ethical-related issues and ‘the search for meaning’ in management/leadership literature.
Overall, wisdom is a very practical body of sustainable knowledge (/information) that has an incredibly useful contribution to our understanding of our world. Such an approach would enable us all to make ‘better’ (wiser) decisions, lead ‘better’ lives, and experience wiser leadership, particularly in areas that involve (either explicit or implicit) ethics- and values-related issues. This is also closely linked to establishing more appropriate relationships between power and responsibility.
If we cannot take wisdom seriously, we will pay a very high price for this neglect. We need to foster greater respect for other people, particularly those who have views or reflect values that we do not agree with. This requires us to develop our capacity to have constructive conversations about the issues that divide us; that, in itself, would go a long way toward ensuring that we improve the quality of our decision making for the benefit of all in the long term. So help us move toward a ‘Wiser Society.’
This article first appeared in Business Coaching Worldwide (June Issue 2009, Volume 5, Issue 2).
Dr Bruce Lloyd is Emeritus Professor of Strategic Management at London South Bank University.
In my writing so far, I hope I have whetted your appetite for coaching research and put a convincing argument that it cannot be left as an “academic” pastime, but should be part of every practitioner’s arsenal.
Most of us do not have the time to carry out research per se, but given that our profession is in its infancy, there is much to discover in the literature about the true potential of what we can offer as coaches and how this can impact upon our clients and their organizations! We can contribute to the growing body of knowledge ourselves by delving into journals and articles, discussing “hot topics” within our networks and generally making our literature our own. As practitioners we contribute a valuable perspective when we talk with our peers and to academic researchers.
Over the last year I have been contributing to a working group on research as part of the Global Coaching Convention. This convention was established to create a collaborative framework of stakeholders in coaching with the aim of professionalizing the industry. Quite a job and at times I think the size and complexity of the aim has daunted even the hardiest souls. As in any undertaking of this size, there has been a debate about the value of such an initiative. Detractors say that the coaching community has grown organically so far and it should be left to continue doing so. Others say that the convention is taking on too big a job, and with so many diverse agendas on the table, there is little hope of getting collaboration or consensus so people are wasting their time. I will not go further into the debates other than to mention that if any of our clients came out with such a view, we might well consider challenging it! But enough of my soap box, as a good researcher I shall admit my bias and point everyone in the direction of the GCC’s website for the latest news and events.
Sunny Stout Rostron and Carol Kauffman chaired and facilitated the research working group and they did a grand job in challenging our process and thinking as well as generally bringing the project home. The core piece of work was a review of where we are, as a community, in terms of our research. Sunny and Carol will be publishing the full piece in the near future, but I would like to share with you some of the thinking it sparked with me.
First and foremost, we agreed that if we are thinking of moving to becoming a profession then we have to define what our body of knowledge is—what is it that makes our offer different to that of occupational psychologists, management consultants or other related fields? Research is the route to defining our knowledge. Even if we are simply looking at, and comparing, each other’s practice we are engaging in research.
The second point that struck a real note with me was our discussion around whether we should define what is “good” and what is “bad” research. This question and its real depth gets in the way of many of us entering the world of research. It throws up all kinds of questions about what is the “correct” way of doing it, reporting it or even defining it.
Let us first consider our purpose in doing research. For me and many others it is to find something out or to learn, and the best evidence of learning is to change behaviors. So we are effectively saying to our colleagues:
“Trust me—I have looked at this issue and found XYZ. You can now take my findings and apply them directly to your practice.”
That is quite a thing to say. We are suggesting people change their practice and behaviors because of what we have found out. To do this (and still sleep at night) we need to know that we are right (or valid) and not leading people down the garden path on a scenic route to nowhere. Some researchers have taken the easy route out of this dilemma and stuck to one way of doing research, irrespective of the question they are asking. Usually the method of choice is a controlled experimental study where one group gets coaching and one group doesn’t, and at the end there is some measure of impact on behaviors (with everyone hoping there is a positive effect on those who have been coached)!
Everyone breathes a sigh of relief as they are doing a scientific study and don’t have to justify themselves any further. Oh if only life was that easy! As we have discussed before, what you research and how you do it is determined by the question you are asking NOT the other way around. A controlled experiment would be terribly complicated and confusing if we wanted to explore how and what elements of the coaching engagement are of most value to a diverse range of clients. Trying to control for all the factors that would be different between groups would make it untenable (and unusable).
Identifying the research method used as the main differentiator between good and bad research is therefore not a sensible path and will only lead to restricting the type of research question we will be able to ask (and answer). Our criteria for whether an inquiry is “good” research must be: Is there coherence between the question, the method used to research it and the analysis undertaken, and has everything been done to the standards of good practice? Let us leave the question of what is good practice to one side for another day and take that as read; we can then be happy to consider good research to include any method or even mix of methods that makes sense for the question we are asking.
The same thinking should be brought to bear on the question: What is the best research to do? Everyone wants to do research that will set the world alight, but choosing a topic isn’t easy. Governments have been engaged in foresight exercises for many years trying to second guess the research investment they should make to enable them to meet the challenges for the future. They have invested a significant amount of money, but it has resulted in quite a lot of what has been described as crystal gazing.
Experience has shown that such exercises are useful for mapping current drivers for research, but usually fail to foresee the big issues for the future, e.g., the exponential rise in the use of the mobile phone and the personal computer. If we cannot see what will be the main issue for the future then the best research to do is the research that speaks to you and your practice, i.e., the research that follows your passion. Chances are that your passion will be shared by others—go ahead and ask them—and if that is the case then you can be confident that there will be an audience for your work.
This article first appeared in Business Coaching Worldwide (October Issue 2008, Volume 4, Issue 3).
As an introduction to how people are thinking about research for the future, have a look at these two papers. If you do not have access to these journals through a library or database, then just go to the website of the journal and order the download direct to your computer.
Linley, Alex P. 2006. “Coaching Research: Who? What? Where? When? Why?” International Journal of Evidence Based Coaching and Mentoring Vol. 4, No. 2 (Autumn): 1
Bennett, J.L. 2006. “An Agenda for Coaching-Related Research: A Challenge for Researchers.” Consulting Psychology Journal: Practice and Research Vol. 58, Part 4: 240-249
Dr. Annette Fillery-Travis is a senior researcher and education coach with the Professional Development Foundation. The author of more than 60 research articles and studies, her recent book The Case for Coaching, presenting a literature review with research case studies and interviews from over 20 organizations on coaching efficacy, was published in 2006 by CIPD, UK.
“I want a raise.” With the ink barely dry on her contract and less than a year of tenure at Morgan Stanley, the young Asian woman plopped a thick stack of paper on her supervisor’s desk. “What’s that?” he asked. With the confidence typified by the post-80s generation in China, she proceeded to lay forth an explanation of how she had researched the salaries of her peers, conducted a comparative analysis, and concluded that she was underpaid and undervalued. After all, she was a graduate of one of the finest universities, an extraordinarily talented and aggressive professional, well deserving of a fast-track promotion. Taking a risk, her supervisor looked at her with a wry smile and stated firmly, “I’m not going to give you a raise based on this; you have to prove yourself.” Surprisingly, the risk paid off.
This moment became a splash of cold water in her face, sparking a realization which led to reflection on the value of work, which led to her staying with the job, which led to a more rewarding professional experience. Two years later she got her raise. In the meantime, she had been in touch with her peers, most of whom had already burned out in their careers, pushing themselves forward without regard for merit or commitment, making demands and having those demands met by supervisors fearful of losing new talent. While their careers had crashed and burned, she took a learning moment and modified her approach. Her supervisor had become an effective coach whose push-back framed a learning point that would give her the balance she needed. This scenario, or something like it, is being played out in executive offices around the world in 2007.
A New Generation, Culture or Both?
Some would argue that in 21st century international business, age trumps nationality, and any understanding of how to coach Asian leaders must begin with an awareness of the generational changes sweeping the globe. Fortune magazine’s May 2007 article, “Attracting the Twenty-something Worker” presents the new work demands laid forth by Generation Y. A wave of media attention has portrayed baby boomer children as being exigent and flexible. The case in Asia is similar, though not so simple. Fast Company’s June 2007 cover story, “China’s New Creative Class” notes the emerging blend of youthful innovation and more traditional Chinese culture.
The business coach entering today’s global marketplace is challenged to address new dualities in business and culture. In Asia in particular, a radical shift toward business is blending with, but not eliminating, traditional values. The coach must meet clients in a new virtual space, which, as they say at the opening of the original Star Trek, takes us “where no man (or woman, or coach) has gone before.” The traditional Asian veneration of age as wisdom is being counter-balanced by a wave of upstart entrepreneurs. The ancient value of working for the public good is being challenged by freewheeling competition. In the midst of this revolution, what are the implications for leadership and for the field of coaching? Here are some ideas to get you started:
Four Points for Coaching Asian Leaders
A 2006 survey entitled “The Dream Team: Delivering Leadership in Asia” by Korn/Ferry International,2 one of the world’s leading providers of executive human capital solutions, polled more than 300 senior executives as to what makes a business leader successful in Asia. In response to the question “Should a Western business leadership model be replaced in Asia by an Asian business leadership model?” 35.5% affirmed that “No, globalization warrants a model that is neither Western nor Asian, but includes elements of all best practices.”
In the final run, the most successful global coach must both become a hybrid catalyst for the coaching process, and encourage the client to adopt a hybrid East-West approach for leadership. In Chinese culture, there is a fine balance that must be carefully dealt with to ensure that the right connection is made. When the coachee asks for advice, the coach should be careful about providing suggestions. The idea should not be ‘this is my advice/these are my answers for you’ but rather ‘these are different options’ and offer resources or point to best practices.
This article first appeared in Business Coaching Worldwide (Fall Issue 2007, Volume 3, Issue 3).
1 Leadership in China: Keeping Pace with a Growing Economy, 2005 page 10, finding 4; Development Dimensions International Inc. Pittsburgh, Pennsylvania.
2 “The Dream Team: Delivering Leadership in Asia” 2007 Economist Intelligence Unit and Korn/Ferry International, page 4; Korn/Ferry: Los Angeles, Singapore, Shanghai.
Maya Hu-Chan is an international management consultant, executive coach, author, public speaker and leadership development educator. She is the co-author of Global Leadership: The Next Generation.
You may be the best coach in the world, but if the person you are coaching shouldn’t be coached, it’s not going to work. I’m sorry to say that try as I might to help some people change I have come to the conclusion that some people are unsalvageable. Through years of trial and error, I have shed all illusions about my astounding behavioral change methods, and concluded that some flaws just can’t be coached away by anyone.
So, how do you know when someone is uncoachable? How do you detect a lost cause? Following are four key indicators that your coachee is not coachable:
She doesn’t think she has a problem.
This nice woman is a successful adult who has no interest in changing. Her behavior is working fine for her and she just doesn’t care to convert. If she doesn’t care to change, you are wasting your time! Here’s a little example. My mother, a lovely woman and much-admired first grade teacher, was so dedicated to her craft that she didn’t draw the line between inside and outside the classroom. She talked to all of us, including my father, in the same slow, patient manner, using the same simple vocabulary that she used with her six-year-olds every day. One day as she graciously and methodically corrected his grammar for the millionth time, he looked at her, sighed, and said, “Honey, I’m 70 years old. Let it go.” My father had absolutely no interest in changing. He didn’t perceive a problem. So no matter how much, how hard, or how diligently she coached, he wasn’t going to change.
He is pursuing the wrong strategy for the organization.
If this guy is already going in the wrong direction, all you’re going to do with your coaching is help him get there faster.
They’re in the wrong job.
Sometimes people feel that they’re in the wrong job with the wrong company. They may believe they’re meant to be doing something else or that their skills are being misused. Here’s a good way to determine if you’re working with one of these people. Ask them, “If we shut down the company today, would you be relieved, surprised, or sad?” If you hear ‘relieved,’ you’ve got yourself a live one. Send them packing. You can’t change the behavior of unhappy people so that they become happy: You can only fix behavior that’s making people around them unhappy.
They think everyone else is the problem.
A long time ago I had a client who, after a few high-profile employee departures, was concerned about employee morale. He had a fun, successful company and people liked the work, but feedback said that the boss played favorites in the way he compensated people. When I reported this feedback to my client, he completely surprised me. He said he agreed with the charge and thought he was right to do so. First off, I’m not a compensation strategist and so I wasn’t equipped to deal with this problem, but then he surprised me again. He hadn’t called me to help him change; he wanted me to fix his employees. It’s times like these that I find the nearest exit. It’s hard to help people who don’t think they have a problem. It’s impossible to fix people who think someone else is the problem.
My suggestion in cases like these? Save time, skip the heroic measures, and move on. These are arguments you can’t ever win.
This article first appeared in Business Coaching Worldwide (Fall Issue 2007, Volume 3, Issue 3).
Marshall Goldsmith, MBA, PhD, founder of Marshall Goldsmith Partners LLC, is a world authority on helping successful leaders achieve positive, lasting behavioral change. His executive coaching expertise has been highlighted in Forbes, Fast Company and Business Week. The most recent of his 22 books is What Got You Here Won’t Get You There (Hyperion, 2007).
I am sometimes surprised to learn that coaches are failing to gather a range of information from their clients prior to the commencement of the coaching process. In the absence of such information, how is it possible to calculate an ROI?
In the early 70s, Donald Kirkpatrick introduced a model for evaluating the benefits of training. This same model is used today by training and human resources departments to evaluate the ROI of coaching. The model has four levels:
Each level in the model requires information from both the client and the organization. In order to be of value, the information must be gathered before, during and after the coaching process.
In an article entitled An ROI Method for Executive Coaching: Have the Client Convince the Coach of the Return on Investment (2005), Mary Beth O’Neill outlines a method for engaging the client in taking responsibility for the gathering of this data. By taking ownership of their learning and measuring their progress and outcomes, clients support their own development through the coaching process.
A recent client of mine began to keep a reflective journal of each of our coaching sessions. In this journal, he identified different areas on which he wanted to comment (leadership, finances, emotions, family, learning, and ideas). After each session, he would record what he had learned about himself during the coaching or note something that had stimulated his thoughts or feelings. This journal became an invaluable resource for the client, as he would often revisit entries that were several months old, reflecting on how much he had changed and the progress he had made.
He and I took the outcomes he had recorded in his journal and applied them to Kirkpatrick’s model. The Results (Level 4 of the model) showed improvement in his leadership style, his interaction with his staff, the speed with which he could think creatively, and his understanding of self on an emotional level.
With all of this in mind, what data should you be gathering? Be very clear and specific about what, why and when you require any data from your client or from the organization. Provide a clear context for the use of the information.
A list of potentially useful data to gather is provided below. This list is by no means exhaustive:
Once you have captured your data, apply it to the different levels of Kirkpatrick’s model.
One small but rather important tip is to remember that coaching results occur in both the short term and the long term. ROI calculations sometimes focus solely on the “now,” computing gains, savings, and losses as of the completion date of the coaching partnership. Yet the benefits of coaching continue long after the coaching relationship has ended. Building in an evaluation at the completion of the coaching process, and then re-evaluating results at subsequent time intervals, will provide you with some excellent information. And, if the client takes ownership of the process and can see the benefits for him or herself, the result is a great win-win for both of you.
This article first appeared in Business Coaching Worldwide (Spring Issue 2006, Volume 2, Issue 1).
O’Neill, Mary Beth. 2005. “An ROI Method for Executive Coaching: Have the Client Convince the Coach of the Return on Investment.” International Journal of Coaching in Organizations 3:39-47.
Bronwyn Bowery-Ireland is the CEO of International Coach Academy, an international coach training school. She has been an executive coach for over 10 years.
Coaching seems simple enough. You help your clients define their most important long-term goals, break their goals down into short term milestones, hold them accountable, keep them focused and volià… success.
In fact, it seems so simple that if you are a potential client, why would you even need a coach to define what’s important to you and then, like a “nagging-but-loving” parent, make sure you do your homework? That’s easy. In spite of your best intentions, if you are like most people, you become distracted. A “nagging-but-loving” parent or coach may come in handy–whether it is to make sure that children get their homework done or that you make it to the goals you set for yourself.
How about you if you are a coach? You love coaching, you love helping others and dang it, if only people would hire you, they would love the results you can get for them…But to hire you, they have to find you. Oh, c’mon; that’s just wishful thinking. You have to find them and then convince them that what they need (that is, you, in order to reach the goals they set for themselves that they can’t reach on their own) is what they want.
This is called marketing and selling. Marketing is getting yourself in the position to offer your services–getting to the telephone or face-to-face conversation with a potential client. You must then sell your services in such a way that a potential client hires you.
As a potential client, you get this–you expect people to lay out their USP (unique sales proposition). But if you’re a coach, although you wholeheartedly agree with how coaching can help people define and reach their goals, you may feel a knot in your stomach about anything related to marketing and selling.
Despite knowing what you each need to do in order to become more successful, your self-defeating behavior may often get in your way. If you’re a potential client hiring a coach, or if you’re a coach committing to marketing and selling your services, you may instead either procrastinate, get defensive, make excuses, quit too soon or engage in some other self-defeating behavior. There is almost no limit to the number of ways you can defeat yourself. I’ve written two books that cover 80 of them.
Human nature doesn’t exist, only animal nature
and the human potential to not give in to it.
Unknown
Whether you’re a coach or a client, you both know that you get in your own way. What may be less clear is why you do it. Understanding how and why people in general, and you in particular, engage in self-defeating behavior will enable you to take that first step toward getting out of your own way.
Success: Two Steps Forward, One Step Back (Figure 1)
From your first breath to your last, you are stepping into the unknown. Your first baby step is daunting, yet exhilarating. The real challenge to your evolving personality occurs when you take that first step and fall down. To be successful throughout your life, you want to make sure you take two steps forward and one step back, instead of no steps forward or one step forward and two steps back.
Think of an infant taking his first step. He crawls, then stands holding onto a chair or his parent’s leg, and then ventures out into the world of homo-erectus. He steps away from any supports, balances precariously, and looks back at his parent (developmental psychologists refer to this stage with the French word, rapprochement, which means “looking back”). He feels reassured and ventures forth.
Sooner or later he falls and cries. One minute he felt like Superbaby; the next he found himself a helpless little creature. He turned out to be as fragile in the next moment as he felt powerful in the first. He looked back at his parent for reassurance (in other words, coaching–see far right column in Figure 2) that what he had experienced was a slip–it doesn’t mean he has fallen through the cracks and can’t get up and try again. Taking in his parent’s reassurance, he does get up and try again. This occurs over and over, until one day he is able to walk on his own.
When a child internalizes this new skill, a little piece of self-confidence develops and he integrates it into his evolving personality. As his personality develops into his own distinct identity, he becomes more and more an individual, and a confident one at that.
One doesn’t discover new lands without consenting to
lose sight of shore for a very long time.
Andre Gide
This process continues all the way through life. Our personalities and identities are constantly evolving in this two-steps-forward, one-step-back dance of learning–falling, pausing, refueling, retooling, and retrying. Along the way, we make mistakes and learn from them; over time, we can develop perseverance, persistence, and effectiveness.
When you make forward progress, you feel vital, effective and empowered. You seek out opportunities to test your mettle in the world. The world is one giant opportunity and your oyster to explore and enjoy.
Self-Defeat: What Goes In, Comes Out (Figure 2)
So what happens to you when you defeat yourself? As a baby, if you take that first step into the unknown, go to take a second step, fall, look back, and your parents do not respond to you with encouragement, you become stalled. Worse, you may slide further back and regress. You feel tentative, ineffective, disempowered. You seek out any mitigating behaviors that give you relief from these feelings. You adopt so-called “quick fixes”–ways to cope that give you momentary relief from the trauma of falling from Superbaby to Powerless Baby. The problem is that quick fixes fix nothing, and actually hurt you in the long run.
What happens when Superbaby is criticized (and feels as if he has done something wrong), ignored (and feels alone in his helplessness), or coddled (and then feels confused when not coddled)? Superbaby’s reaction is fear, guilt, shame, anger and confusion. Negative messages about the meaning of what he’s experiencing begin playing in his head. He is suddenly knocked off the resilience track. He doesn’t have the self-confidence he needs to get up and try again on his own.
And instead of becoming effective, he seeks relief. Anything and everything he does in reaction to feeling “upset” triggers a negative coping reaction that works to make him feel better in the short run, but in the long run turns into a self-defeating behavior (SDB).
What’s done to children, they will do to society.
Karl Menninger
These behaviors waste time and squander his potential. Instead of seeing the world as a terrific place to explore, he views it as a terrifying place that can trip him up at every step. This causes him to stall in his life and his career. If he repeats these behaviors often enough, they become habits. Eventually they become internalized parts of his personality that are very resistant to change. That is why you must not become discouraged if you are not able to stop and overcome these self-defeating behaviors overnight. Becoming impatient with yourself is in itself self-defeating.
When you run into adversity in your adult life, the trick is to cut the endless playback loop of the old negative messages so that you can develop the inner strength and resolve to become effective in your life and work. This means replacing the abusive, critical, avoidant, neglectful, or overindulgent and authoritarian voice in your head with the voice of the supportive, authoritative role model, mentor or coach.
At first, you may want to conjure up the image and voice of that supportive person telling you to pause when you most feel like reacting or doing something impulsive. In my case, I brought to mind the image of Dean William MacNary. Dean MacNary, who passed away fifteen years ago, was an advocate for me during some difficult times I had in medical school. When I would run into stress and was about to do something foolish, I could see him in my mind’s eye making a Rabbinical shrug (despite his being an Irish Catholic) and saying to me in his Bostonian accent: “M-a-a-h-k, c’mon; take a deep breath and don’t do what you’re about to do. Let it go.” I would occasionally get into an argument with him in my mind, but “Mac,” as I and my fellow medical students called him, would usually win and prevent me from shooting from the hip and then shooting myself in the foot.
Over the years I have internalized his voice as part of my personality, but on those occasions when I want to dip into the gratitude I feel towards Mac, I’ll still imagine his Rabbinical shrug and steadying voice keeping me in line.
You might want to do the same with the people who have helped you along the way. It will help you feel less alone, and fortify you when you’re battling those impulses that could derail you from your goals. In addition, you can enlist the help of a coach so that you can begin to internalize that supportive, authoritative voice. And ultimately, you’ll replace those self-defeating messages and behaviors with confidence, motivation and determination to succeed.
This article first appeared in Business Coaching Worldwide (Fall Issue 2005, Volume 1, Issue 3).
Mark Goulston, M.D., is Sr. Vice President Executive Coaching and Emotional Intelligence at Sherwood Partners. He writes “The Leading Edge” for FAST COMPANY, “Directions” for the National Association of Corporate Directors’ Directors Monthly, and is the author of Get Out of Your Own Way at Work… and Help Others Do the Same (Putnam, available October 6, 2005).
Business coaching is expanding as a means of improving programs, processes, and even people. Sponsors, clients, and corporate executives–those who fund coaching activities–want to hear about successes in terms that they understand, terms related to organizational needs. Everyone might know that a coaching program made a positive difference, but someone insists on getting to the bottom-line: what did we spend and what did we get in return? The following is a brief summary of a real-life case study of a coaching intervention demonstrating measurement and evaluation, including the calculation of the return on investment (ROI)
Background
A USA-based, internationally established, prosperous hotel company, the Nations Hotel Company (NHC), sought to maintain and improve its status in the highly competitive hospitality industry. With hotels in 15 countries, 98% brand awareness worldwide, and 72% customer satisfaction rating, NHC wanted to help executives find ways to improve efficiency, customer satisfaction, revenue growth, and retention of high-performing employees. Challenged to execute this project, the Nations Hotel Learning Organization (NHLO) developed a program, including as a pivotal component a formal, structured coaching program called Coaching for Business Impact (CBI). NHC corporate executives wanted, as part of the process, to see the actual ROI for the coaching project.
Process
The NHLO first surveyed executives to identify learning needs and to assess their willingness to be involved in coaching. Most of the executives indicated that they would like to work with qualified coaches to assist them through a variety of challenges and issues, and that this would be an efficient way to learn, apply, and achieve results. The measurement and evaluation goal for the senior executive team was to assess results for 25 executives, randomly selected (if possible) from the participants in CBI. Figure 1 depicts the 14 steps in the new coaching program, from the beginning to the ultimate outcomes. For the planned ROI analysis, step #4 was critical; executives made a commitment to provide data on action plans and questionnaires.
Although these steps are self-explanatory as to the coaching process, the ROI process involved gathering data throughout the coaching engagement so that evaluation results could be reported for all five levels:
To collect complete and reliable data for Levels 4 and 5, executive-participants completed action plans that included questions addressing the four business impact measures sought to be improved:
1. What is the unit of measure?
2. What is the value (cost) of one unit in monetary terms?
3. How did you arrive at this value?
4. How much did the measure change during the evaluation period? (Monthly value)
5. What other factors could have contributed to this improvement?
6. What percentage of this change was actually caused by this coaching for business impact program?
7. What level of confidence do you place on your estimate of the change attributable to this program? (100% = Certainty and 0% = No Confidence)
Using the action plan responses and collecting data through executive questionnaires, senior executive questionnaires, and company records, the NHLO obtained information to convert data to monetary values (items 1-4 above), to isolate the effects of the coaching on this business impact data (items 5-6 above), and to adjust for errors in estimation (item 7 above).
Evaluation Results
Careful data collection planning allowed the NHLO team to measure the results of the coaching program at all levels. Level 1: Reaction, Level 2: Learning, and Level 3: Application all showed positive results and comments.
Impact: To assess the business impact, the NHLO team assimilated the information on the action plans for the 22 CBI executive-participants who responded. Using these responses, the NHLO arrived at the total adjusted value of the program’s benefits as $1,861,158.ROI: The fully-loaded costs of the CBI program included both the direct and indirect costs of coaching (needs assessment/development, coaching fees, travel, time, support, overhead, telecommunications, facilities, and evaluation). CBI costs for 25 executives totaled $579,300.
Using the total monetary benefits ($1,861,158) and total cost of the program ($579,800), the NHLO developed two ROI calculations. First is the benefit-cost ratio (BCR), which is the ratio of the monetary benefits divided by the costs:
This value suggests that for every dollar invested $3.21 was returned. The ROI formula for investments in any human performance intervention is calculated as it is for other types of investments: earnings divided by investment. For this coaching solution, the ROI was calculated thus:
For every dollar invested in the coaching program, the investment dollar was returned and another $1.21 was generated. In this case, the ROI exceeded the 25% target.
Intangibles: The NHLO chose not to convert all measures to monetary values, creating a list of intangible benefits — improved commitment, teamwork, job satisfaction, customer service, and communication.
Credibility
Credibility of data and of the ROI process itself is always critical. The NHLO’s sources of data (executives and company records), conservative data collection process, isolation of program impact, adjustment for errors in estimates, use of only first-year benefits in the analysis, fully loading program costs, and reporting results at all levels made a convincing case for the CBI program.
Communication
To communicate results to target audiences, the NHLO produced three documents:
To convey a clear understanding of the methodology, the conservative process, and information generated at each level, the NHLO team held meetings with the sponsor and other interested senior executives. Conservative and credible processes and competent communication led senior executives to decide that, with a few minor adjustments in the program, they would continue to offer the coaching for business impact program on a volunteer basis. Pleased with the process and progress, they were delighted to have data connecting coaching to the business impact.
This article first appeared in Business Coaching Worldwide (Fall Issue 2005, Volume 1, Issue 3).
Jack J. Phillips, Ph.D, is a world-renowned expert on measurement and evaluation, chairman of the ROI Institute, and consultant to many Fortune 500 companies. He facilitates workshops for major conference providers throughout the world. His most recent books are Proving the Value of HR (SHRM, Winter 2005) and Investing in Your Company’s Human Capital (AMACOM, Spring 2005). Find out more about Jack’s work at http://www.roiinstitute.net.
As businesses and organizations increasingly turn to coaching for performance improvement and leadership development, questions about the value of coaching naturally arise. In addition, calculating the return on investment (ROI) of coaching can seem daunting. Here are five of the most frequently asked questions that business coaches ask about measuring the ROI of coaching.
Measuring and evaluating the return on investment validates the critical role of coaching as a performance improvement solution. Expressing value in monetary terms puts business coaches on track to meet the growing demand for accountability.
This article first appeared in Business Coaching Worldwide (Summer Issue 2005, Volume 1, Issue 2).
Jack J. Phillips, Ph.D, is a world-renowned expert on measurement and evaluation, chairman of the ROI Institute, and consultant to many Fortune 500 companies. He facilitates workshops for major conference providers throughout the world. His most recent books are Proving the Value of HR (SHRM, Winter 2005) and Investing in Your Company’s Human Capital (AMACOM, Spring 2005). Find out more about Jack’s work at http://www.roiinstitute.net.
Measuring ROI? In business coaching? Yes and yes.
Isn’t this just a fad? Isn’t this impossible? No and no.
As more and more organizations use business coaching as a human resources, performance improvement, and leadership development approach, many executives question its value, particularly as coaching expenditures grow. Whether the engagement takes place in the context of an internal department for coaching or through arrangement with a business coaching firm, coaching assignments and commitments are planned and executed with good intentions. Unfortunately, however, not all coaching engagements produce the value desired by either the individual being coached (participant) or the sponsor who often pays for it. It will be increasingly important that business coaches measure a significant return on investment (ROI) and show the value of business coaching in terms that managers and executives understand.
It’s Not a Fad . . .
Measuring ROI enjoys a history of nearly thirty years of application in a variety of human resource and performance improvement processes and across the full spectrum of industries and organizations. Thousands of trained practitioners implement an ROI process in their own settings and thousands of impact studies are generated annually worldwide. The methodology is the subject of many books in many languages.
It’s Not Impossible . . .
Successfully measuring ROI for business coaching involves much more than simply assessing results achieved. The most effective ROI processes involve four phases: planning, data collection, data analysis, and reporting.
In the planning phase the coach, the person being coached, his or her manager, and the sponsor (client organization) agree on the evaluation plans and establish a baseline for expectations.
The data collection phase occurs in two time frames. Data is collected first during the coaching experience and then at the conclusion of the engagement or at an appropriate follow up time. The data collected include satisfaction and reaction, learning, application and implementation, business impact, and ROI. See Figure 1.
| Evaluation Levels | |
| Level | Measurement Focus |
| 1. Reaction & Planned Action | Measures participant satisfaction with the coaching experience and captures planned actions |
| 2. Learning | Measures changes in knowledge, skills, and attitudes |
| 3. Application and Implementation | Measures changes in on-the-job behavior and progress with application |
| 4. Business Impact | Captures changes in business impact measures |
| 5. Return on Investment | Compares coaching engagement monetary benefits to the program costs |
The third phase in the ROI Methodology–data analysis— isolates the effects of the coaching on the business. The process includes converting data to monetary values using conservative figures (higher figures for costs, lower figures for benefits), capturing costs, calculating the return on investment, and identifying intangible measures and benefits.
Phase four–reporting–requires reaching conclusions, generating reports, and communicating the information to target groups. This new knowledge affords all involved–from the coach and the person being coached to upper level executives in the client organization–the ability to assess the value of the coaching engagement and the opportunity to make adjustments going forward.
Final Thoughts . . .
Developing the ROI in business coaching is not a fad, and it’s not impossible. Measuring ROI in business coaching is, and will increasingly become, an imperative for organizations and coaching firms pursuing the highest standards of accountability.
This article first appeared in Business Coaching Worldwide (Premier Issue 2005, Volume 1, Issue 1).
Jack J. Phillips, Ph.D, is a world-renowned expert on measurement and evaluation, chairman of the ROI Institute, and consultant to many Fortune 500 companies. He facilitates workshops for major conference providers throughout the world. His most recent books are Proving the Value of HR (SHRM, Winter 2005) and Investing in Your Company’s Human Capital (AMACOM, Spring 2005). Find out more about Jack’s work at http://www.roiinstitute.net.
