Chapter 1

Navigating the World of Coaching and Mentoring

In This Chapter

arrow Understanding why business needs coaches and mentors

arrow Distinguishing coaching from mentoring

arrow Knowing how to develop as a business coach or mentor

arrow Looking at professional requirements

Business is about people and organisations are complex systems and they’re co-dependent. We need to move fast to deliver effectively and efficiently. Our digital world is connected in real time 24 hours a day. This reality takes its toll on the capacity of business leaders’ ability to think and reflect. When human beings don’t take the time to think things through, we make poor decisions, become less effective and can become lousy managers. We can lose perspective on what’s important in our personal lives too. We start communicating with colleagues, family, friends and associates like we’re speed dating, taking just long enough to get the bite-size essentials to filter for yes or no. Constantly matching our relationships to the speed at which we receive information and are expected to respond isn’t sustainable. We’re a social species who need to relate, to be motivated, to create and to have our contribution acknowledged by ourselves and others.

Coaching and mentoring are a late 20th-century pre-emptive gift from the gods, designed with 21st-century living in mind. The value of business coaching is well documented with studies on return on investment (ROI), engagement, motivation and innovation linked to coaching and mentoring. Businesses that have used coaching over a number of years see it as an integral part of their talent development strategy with both disciplines weathering the storm of recession. It’s lonely at the top, and when people are lighting fires under your feet, you want someone you trust to help you gain clarity and perspective. This input is the value-add that a coach or mentor brings.

In this chapter, you discover some of the professional fundamentals of coaching. The roles at play in organizational coaching and mentoring are outlined, together with the distinctions between these and other helping professions.

Spotlighting the Business Benefits of Coaching and Mentoring

In her research looking at 106 studies on organisational mentoring, professor Christina Underhill (University of Memphis, 2005) found that organisational commitment, job satisfaction, self-esteem, work stress and perceptions of promotion or career advancement opportunities were statistically significant for those who had been supported in their careers through informal mentoring compared to those who had not. Mentoring in this context refers to ongoing career support from a more experienced colleague.

Similarly, a study conducted in 2011 by the Institute of Leadership and Management (creating a coaching culture) asked 200 organisations why they used coaching. Here’s what they said:

  • Support personal development (53 per cent)
  • Improve a specific area of performance (26 per cent)
  • As part of a wider leadership development programme (21 per cent)
  • Provide development for senior management (19 per cent)
  • Enable progression within the organisation (12 per cent)
  • Support achievement of specific organisational objectives (12 per cent)
  • Address a specific behaviour issue (8 per cent)
  • Provide support after a change in position or responsibilities (6 per cent)
  • Provide support to new employees (5 per cent)
  • Support organisational change (4 per cent)
  • Engage with individual employee concerns (2 per cent)

The strongest individual benefits were increased self-awareness, increased confidence and improving business knowledge and skills. The report highlights that the key organisational outcomes were improvements in leadership, conflict resolution, personal confidence, attitudinal change, motivation and communication and interpersonal skills.

In short, coaching and mentoring make a tangible difference to how leaders lead in business.

Defining Coaching and Mentoring

At their simplest level, coaching and mentoring are conversations where insight and learning take place; a space to slow down and make time to think; and time open up to possibility and maybe think differently.

A few nuances are apparent in the definitions of coaching and mentoring. In reality, a lot of overlap is evident, and the boundaries can get fuzzy in the business context. The following sections describe just a few definitions to help you understand the nuance.

Coaching is the art of co-creation

Coaching as we know it has been informed by a raft of disciplines including psychology, sports training, organisational development, behavioural science, sociology and therapy. Sports coaching had the biggest influence in developing leadership and business-related coaching with early coaching looking at the concepts of focus, developing excellence and high-level personal and team competence in the late 1970s and 80s.

There are myriad definitions of coaching. We define it as follows:

Coaching takes place on a spectrum from short and medium shifts in performance to significant life transformation. This sometimes requires a metaphorical demolition truck to pull down old patterns of belief and behaviours before co-creating new thinking and building blocks for growth. Oftentimes consistent, regular, focused dialogue with a sprinkling of gentle challenge and a bag full of coaching tools is enough.

We see the role of a coach as

  • A co-creator – a facilitator and thinking partner who helps clients develop, appraise and crystalise ideas
  • An unconditional supporter who deals with a client’s real-time life issues without judgment
  • A sounding board when a client needs a listening ear
  • The holder of the mirror when a client finds it difficult to see himself clearly

Coaches help clients

  • See possibility
  • Gain clarity
  • Develop clear intentions
  • Work on specific aspects of business to create great business
  • Work on what they want to create in living a successful life “on purpose”

Key professional bodies maintain this holistic view of the whole person. They mostly embrace the personal and professional.

Executive coaching is

‘A collaborative solution-focused, results-orientated and systematic process in which the coach facilitates the enhancement of work performance, life experience, self-directed learning and personal growth of the coachee … It is specifically focused at senior management level where there is an expectation for the coach to feel as comfortable exploring business-related topics as personal development topics with the client in order to improve their personal performance’.

–Association For Coaching

Mentoring is the art of imparting wise counsel

The work of a mentor is differentiated from coaching in that a mentor regularly shares his particular professional wisdom and experience with a mentee. It tends to be more specific and focused around a particular area of work or personal development. A mentor offers counsel on specific problems that a mentee brings and may share contacts, advocate on behalf of the mentee during her career and help her make useful connections.

The European Mentoring and Coaching Council (Switzerland) defines mentoring as

A developmental process in which a more experienced person shares their knowledge with a less experienced person in a specific context through a series of conversations. Occasionally mentoring can also be a learning partnership between peers.

Mentoring is used when a client needs

  • To learn a specific skill
  • To acquire particular knowledge
  • Wise counsel from a more experienced critical friend

remember Note that the phrase is a ‘critical friend’, not a ‘critic friend’. If you want to be a critic, maybe you need to look for a role in political or artistic journalism.

Distinguishing coaching and mentoring from therapy

Coaching isn’t therapy or counselling, although some of the methods, models and techniques used in aspects of coaching are derived from these modalities. Anyone involved in a coaching or mentoring relationship needs to understand what coaching and mentoring are and are not.

Anthony Grant, a coaching psychologist at Macquarie University, highlights the difference between coaching and counselling simply:

Coaching deals with clients who are functional. They want to improve their performance in a particular aspect of life. The emphasis in coaching is less on unravelling and understanding problems and difficulties, and more on focusing on finding solutions. It is very future oriented. Coaching does not deal with clinical issues, such as depression or high levels of anxiety; for those you need to see a doctor.

The same distinction applies equally in mentoring. You’re dealing with the present and the future with your clients, rather than inviting them to recline on a chaise longue while you delve into their psyche in a parody of Freudian analysis.

In thinking about the distinctions, make sure you consider the professional roles that people commonly take in settings where people are being supported to learn. Table 1-1 describes the different roles in coaching and mentoring. It also highlights the distinction between facilitation and counselling.

Table 1-1 Dimensions of Coaching and Mentoring

Role

Relationship to Learner

Focus

The Narrative

Organisational sponsor

Hierarchical/parental

Invested in and supporting long-term career direction

(3–10 years)

Creating succession in an organisation or profession

‘I will take a long-term interest in supporting, promoting and tracking your career’.

Mentor

Wise counsel/ senior yet collegiate

Knowledge and experience gained over a number of years in specific professional area

(Months to years)

Sharing exemplars of knowledge and experience to support an individual or group and to plan for and meet particular outcomes

‘I will use my wisdom and long-term experience in a specific area to help you minimise mistakes in delivering in similar circumstances’.

External coach

Challenger/ facilitator of self-insight and business/ personal/career development

(3–12 months)

Using a range of tools to resource an individual or group to achieve client-generated outcomes

‘I will use my specialist skills to support you to gain clarity and confidence to maximise your contribution’.

Leader who coaches

Hierarchical with personal interest in outcomes

(Ongoing management)

Uses a coaching style of leadership to support individuals and groups to deliver overall outcomes that the leader is responsible for delivering

‘I will engage you in determining how you deliver against required organisational objectives and empower you to take right action’.

Facilitator of learning

Teacher/supporter

(Hours)

Shares skills and knowledge to enable an individual or group to learn a specific skill or acquire knowledge using a range of learning methods

‘I will help you deliver in your role more effectively by using my facilitation skills to teach you what I know or the skills I have’.

Counsellor/therapist

Supportive listener

(6 sessions)

Uses an identifiable approach to help an individual, couple or family make sense of their historical and current experience to learn new life management strategies

‘I will support you to develop and sustain better relationship with yourself and others’.

Distinguishing Business Coaching from Other Types of Coaching

You can find many niche areas of coaching, and the profession is constantly developing. Niches even exist within niches. Whatever your bag, understand that a significant difference exists between personal coaching and business coaching.

Working with business requires a whole different level of relationship management, particularly if you’re working in corporate organisations rather than with small, founder-led businesses. Managing triangulation becomes an art form as you navigate your way through dialogue with the client and sponsor (manager or person responsible for talent management) and sometimes a fourth player if the manager and talent manager are both involved in contracting and monitoring. The operations director or finance director (FD) may want to get involved in the contractual monitoring too if the budget is significant.

This situation is fine as long as everyone remembers what his role is and can maintain his boundary. As the coach, you not only have to manage the complexity of those relationships, you also need to act like a member of MI5 or the CIA in terms of confidentiality. Be prepared to be mentally water boarded by people who want to know the details of what’s happening in the conversations with your client. Develop the art of answering a question without answering the question, of being really clear that you will report back into the organisation on the process of coaching and the delivery of the contract outcomes but not the content of coaching.

remember Empowering your client includes that you ensure that your client disclosures belong to your client, subject of course to the usual rules that apply if he’s a danger to himself or others or has committed an illegal act or intends to. (See Chapter 4.)

Business coaching requires an understanding of business

If you don’t know about how business operates and the language of business, get educated. This education doesn’t have to be an MBA-level commitment; it may be reading business news in quality papers online, taking short seminars or joining a business club or a business institute. Learn as much as you can about how to run your own practice. Work on your own coaching business. Determine what you need to discover and find a way of learning that works for you. Get a mentor who can help you by sharing his experience and providing some challenge and stretch for you.

Defining expectations and determining fit

Clients want someone with knowledge of business – how it works, the language of business, the reality of running one. Specifying whether someone needs experience of a particular business process, discipline or business structure can be important. A sponsor looking for a coach or mentor to support a CEO or team in planning a merger likely wants that experience or knowledge to maximise impact.

A coach with years of experience in audit and accounting may be great in supporting a new FD on professional issues, but if he has inherited a staffing problem requiring team performance management due to poor customer service and attitude, a coach with experience in a people-oriented discipline may be best. Equally, someone who has 20 years’ experience of coaching within the global corporate environment may not be the best choice for a small family business looking to retain its small family business identity.

Holding pre-contract conversations

Be prepared for exploratory conversations, not just sales conversations, in business. Accept that sometimes you aren’t the right fit and that you may be able to refer someone else in who may do a better job of it than you. Sometimes it may be a partial fit but not right for now. Occasionally, you may not be able to see the problem because you’re looking through the wrong lens.

tip If you don’t know what you don’t know, identify a coach or mentor you would like to emulate and ask him how he developed his business knowledge.

Coaching leaders to be difference-makers

Leaders in organisations are managing performance: business performance, key objectives, deliverables, key performance indicators (KPIs) – whatever terminology is used, it’s about performance. Executives, leaders, managers, chief (fill in the blank) are resource managers driving results.

Senior people are expected to be self-directed, self-reflective and future focused. Often they seek the support of a coach or mentor (sometimes both) to help them meet those expectations. Organisations in effect provide one-to-one learning support for their senior staff and high performers to help them keep on track. From time to time, organisations also use coaches and mentors to help when a specific skill or knowledge gap needs honing or when an organisation anticipates that an executive may find work challenging due to organisational changes or because of a change in his personal circumstances outside of work. Organisations are effective when their leaders are emotionally intelligent, have self-mastery and are cognisant of their own well-being and the well-being of those around them.

If you’re working in organisations managing major change or looking to shift culture, teach the leaders how to use the coaching skill set. It shifts accountability and delegation, increases creativity and innovation and keeps people focused to deliver the changing vision as that evolves.

Equipping Yourself to Help Other People in the Business Context

The global coach training industry is thriving. In any profession, this results in some great training programmes, some mediocre programmes and some downright awful programmes bordering on fraudulent. Some training schools promise that anyone can have a six-figure coaching practice in a month. Coaching flying pigs wearing grass skirts and playing the ukulele are not usually an option on the syllabus but wouldn’t look out of place. Others suggest that professional coaching is a dark art requiring several rites of passage, years of inner soul searching and the ability to demonstrate 25 models of best practice before you can truly call yourself a coach or mentor. If you’re looking to train or want to hone up your skills, do your research on the training available. Be clear and specific about what you want to learn and research the quality of the course and experience of the trainers.

remember Choose training that encourages you to coach for a significant part of the training. Have clear outcomes, practise standard and supervision/mentoring to help you notice your own practice and get support when you hit issues that are beyond your experience.

To be a great coach or mentor in business you need

  • To come from a place of
    • Growth mind-set
    • Respectful engagement with a client even when he’s not at his best or respectful towards others (including you)
    • Emotional resilience and a willingness to recognise when you’re out of your depth
    • Accountability for your own personal well-being
    • Empathy and sympathetic understanding without joining in with the emotional roller coaster of your client’s journey
    • Self-reflective assessment and the desire to experiment, play and do more of what works
    • Absolute focus on your clients and a desire to serve them
  • To understand
    • People learn and develop self-mastery in different ways, and you need to adapt to them
    • Motivation theory is about belonging, not bucks
    • How business works and the context of that industry
    • Processes and functions involved in running a business and the language that business uses
    • How personal change and transformation happen
    • How organisations develop and change
  • To be able to
    • Give feedback in a constructive way to help your client rather than look clever and insightful
    • Define clear outcomes and be flexible enough to move with your clients’ needs as they change
    • Manage your personal boundaries with a number of players
    • Maintain confidentiality even when the person paying the fees really, really wants to know what’s going on inside the coaching
    • Think big picture and small chunks
    • Challenge in order to help the client, not just for the sake of it
    • Think purposefully and creatively
    • Be comfortable with ambiguity and conceptual thinking
    • Use the coaching skill set flexibly and be prepared to keep adding to the toolkit to resource a range of client needs
    • Know when you’re not the right person to support the individual or group at this time
    • Refer someone to another helping service when he needs something beyond your experience, skills and boundaries
    • Run your own business practice well and make a great living doing what you love

If you want to understand the specifics of the coaching skill set, take a look at Chapter 4.

Choosing a coach or mentor

In the real world of professional coaching and mentoring, you can find people with months of training but limited practice experience and some with lots of experience but little training. The research highlights two things in relation to coaching and mentoring outcomes. No positive correlation is shown between the length of time since a person qualified as a coach and coaching outcomes, and even less correlation between fees charged and coaching outcome. What’s important is the relationship, and the onus is on the person commissioning the coaching or mentoring to establish what he’s looking for from the relationship.

If a prospective client asks how you’ll to manage the relationship, you can show him something like Figure 1-1, which shows a typical framework and the elements usually included. (This is the framework Marie uses.)

image

Illustration by John Wiley & Sons, Ltd.

Figure 1-1: A simple framework for business coaching.

Becoming a business coach or mentor

If you’re an experienced life coach or mentor with little experience of business, our suggestion is – get some experience of business. Work in one, run one or create your own start-up. No amount of reading books with titles such as The 3-Minute MBA equips you to work as a business coach. The learning for an experienced coach or mentor is to understand the functions of business, language, roles and duties, particularly in director-level coaching.

If you’re an experienced business executive who wants to become a mentor, get some training in using the coaching skill set and in understanding how to develop mentoring relationships and contracting. (See Chapter 4 and Part II of the book.) The skills learning is often around how to avoid telling someone the answers that you can generate because of your experience. Get clear and specific on what you’re offering in terms of expertise. If you’re known for your stellar track record in winning large scale government contracts in the US, you could probably learn to mentor around that easily. Mentoring on cross-cultural contracting in the grain markets of Africa and Asia Pacific may be a stretch though.

If you’re neither experienced in business nor an experienced coach, spend time in business deciding on the kind of environment you like and feel comfortable in. Discover how to develop the coaching skill set to facilitate people within that. It sounds simple, but we have seen many coaches who have been ‘trained’ to believe that all they need to do is six weekends of training and the world of coaching and mentoring is their oyster. It may be enough for securing a few clients for life coaching but is rarely sufficient in the world of business and executive coaching.

Being on the Other Side as Coachee or Mentee

Professional development and continuous learning is important in this business. You can’t be in integrity and coach people to develop self-mastery if you aren’t working on it yourself. If you think that you’re ‘cooked’ and have nothing else to learn, there’s a door plaque marked ‘delusional’ with your name on it, and you’re the only one who reads it as ‘desirable’. Please don’t skip the information on the competency stairway if you’re in this group, and pay particular attention to step one.

Most coaches are consummate learners who see continuous professional development as a feature of their business. This development is not an optional cost, but a core requirement. Coaches need to be able to identify learning needs in themselves and others, to notice the blind spots as they come into awareness and occasionally be prepared to have a colleague point them out gently (and sometimes not so gently, depending on how well you know them). Even writing this book has helped one of us see that we still have a propensity to correct like a track change pedant when asked to comment and the other one to recognise a rather unhealthy relationship with the apostrophe and the comma.

The Competency Stairway Model, shown in Figure 1-2, outlines the four stages of learning. Use it to consider your own learning or help others discover their learning needs.

image

Illustration by John Wiley & Sons, Ltd.

Figure 1-2: The Competency Stairway Model.

Here are the four stages of the competency stairway:

  1. Unconscious incompetence: The oblivious

    You don’t know what you don’t know (blissful ignorance).

  2. Conscious incompetence: The Homer Simpson (Doh)

    You become aware that you don’t know (becoming self-aware).

  3. Conscious competence: The I’m sexy and I know it

    Through experimentation, knowledge acquisition and/or practice, you’re practising how to do it and improving (increasing in confidence).

  4. Unconscious competence: The accomplished performer

    The doing of it comes so naturally to you that you don’t even realise you’re doing it. (Who me? What did I do? How do I do what? I don’t know!)

Mentors help us see the blind spots.

tip Think about the competency stairway as you consider the coaching skill set throughout this book. Notice where you’re becoming aware of skills and knowledge you use that you’re not consciously aware of. Notice where you feel your competence needs developing or honing for specific situations.

Understanding Professional Requirements

No legal requirements exist in relation to a standard of training or hours completed. However, you’re likely to find it difficult to build a successful coaching practice without appropriate training and completion of practice hours to build your skill set. The required coaching standard for internationally recognised coach accreditation is between 35 and 100 hours coaching practice plus the training requirement. (See the accreditation guidelines in Table 1-2.) Most professional business coaches who coach at a senior level have more than 500 hours of coaching in the bag and coach regularly.

Table 1-2 Accreditation Requirements for New Coaches

European Mentoring and Coaching Council

Association for Coaching

International Coach Federation

Membership requirements

Membership of a professional body

Hold appropriate level prior to submission of application

Completion of an entire ICF Accredited Coach Training Program or 60 hours of coach-specific training on an ICF-approved program plus 10 hours of coaching with an ICF accredited mentor

Client contact hours or coaching training

50 hours

35+ hours

Complete the Coach Knowledge Assessment

Coaching experience

1 year (from first practising as mentor/coach)

75+ hours

100 hours (75 hours paid)

Number of clients

At least 5 clients

At least 8 clients

Client feedback

5 within last 12 months (ending with submission date of application)

1 x Client reference

CPD

16 hours per year

CPD record since initial coach training

40 hours every 3 years

Mentor/coach supervision

1 hour per quarter

Minimum 3 months’ coaching supervision

Website for more information

www.emccouncil.org

www.associationforcoaching.com

www.coachfederation.org

To keep it simple, we have produced two checklists that set out our view of the minimum requirements you need. Do your own homework and check out the professional institute websites for guidance.

Checklist 1: Just do it:

  • Contracting paperwork that sets out the financial agreement and the coaching agreement
  • A clear disclaimer about any changes the client makes being his responsibility and choice
  • Individual client next-of-kin details if you’re meeting offsite or contracting with an individual rather than an organisation
  • Clear terms and conditions regarding fees, payment, cancellation, travel and expenses
  • Insurance to cover your professional liability and public liability if you have premises
  • Confidential storage for your client records and ways of protecting and destroying confidential documents

Checklist 2: You don’t have to, but please, just do it:

  • A disclosure from the client regarding any therapy work he is engaged in or any medical conditions that may impact his work with you
  • Your own system for session management, clearing the space, notes (coaching log) and review
  • Sharing an open notes policy with the individual you’re coaching
  • Having a coach and/or mentor or supervisor
  • Most important of all – loving your clients
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