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TRANSCRIPT
Building your Organization’s Executive Coaching Program
Webinar – September 12, 2013, 11:00 am – 12:30 pm EDT
• Tech Support +1.888.259.8414
• Pending approval for HR Certification Institute Credits
• Asking Questions
• Recording & Slides Sharing
• Polls
Welcome
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Moderator:
• Mr. Robert Newland, CEO of Career Partners International (CPI), Florida Caribbean Region
Speakers:
• Dr. Ivonne Moreno, Sr. Executive Consultant CPI Florida Caribbean
• Ms. Trish Kellett, Director Hogan Coaching Network
• Mr. Syd Snyder, Sr. Executive Consultant CPI Florida Caribbean
Speakers
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Introduction by Moderator
• Degree in Management, Continuing Education Programs at Harvard Business School
• Has been Region Leader for Latin America and Member Board of Directors at CPI Global
• Entrepreneur; Business, Executive and Career Coach, Talent Management Strategist
• Certifications: Hogan Assessments, Manager as Coach Learning Series, Mergers & Acquisitions Advisor, Career & Retirement Coach
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Robert Newland President& CEO at CPI, Florida Caribbean Region
Building your Organization’s Executive Coaching Program
• Introduction
• Building a Coaching Culture for Organization Performance
• Understanding the Hogan Assessment Tools for Executive Coaching
• The Art and Science of Managing Executive Coaching Resources
• Q&A
• Closing
Today’s Agenda
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• To hear from industry experts
• We are starting an executive coaching program
• Tips to help my COO see why this is needed
• Building a business case for management/developing a coaching culture
• Consider coaching for key individual development plans
• Learn about Hogan and how to bring it to my organization
• Learn more about embedding coaching into how we evaluate our front line supervisors
• Our organization is always looking to improve the coaching and management abilities of senior staff
• Learning about CPI Florida Caribbean
• Teaching Managers to be coaches, not dictators
What brings you here?
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• We help clients drive performance…through people
• Executive search, leadership development, and outplacement services
• Florida Caribbean staff/offices in Miami, Ft. Lauderdale, Palm Beach, Tampa, Orlando, Jacksonville, and San Juan, Puerto Rico
• CPI global presence…200 offices in Americas, EMEA & APAC…25 years in existence
• Affiliate organizations: Newland Associates,
Affirmative Action Planners
About the CPI Florida Caribbean
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Results of the Registration Poll
• Should coaching and leadership development be part of the business strategy in your organization?
Over 99% said Yes - Less than 1% said No
• Which levels need the most coaching in your organization?
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Middle Management 45%
Senior Leadership 31%
Supervisors 24%
Building a Coaching Culture for Organization Performance
• PhD I/O Psychology
• Professor, Researcher, Consultant
• Worked in Mexico, US & Puerto Rico
• Published Researcher
• SPHR, Certified Mediator & CPC
• Worked in pharmaceutical, healthcare, banking & education sectors
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Dr. Ivonne Moreno-Velázquez Senior Executive Consultant at CPI, Florida Caribbean
• “Coaching is partnering with clients in a thought-provoking and
creative process that inspires them to maximize their personal and
professional potential.” (International Coaching Federation)
• “Coaching is a powerful alliance designed to forward and enhance
the lifelong process of human learning, effectiveness and
fulfillment.” (The Coaches Training Institute)
What is Coaching
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In which areas will organizations get the greater benefit from
Coaching?
A. Leadership Development
B. Performance Improvement / Optimization
C. Talent Readiness - Succession Planning
D. Employee Engagement / Retention
E. Critical Skills Development
Poll
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Opportunities for Coaching in Organizations
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Professional coaching maximized potential and therefore unlocks latent sources of productivity
Benefits of Coaching
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ICF Global Coaching Client Study was commissioned
by the ICF but conducted independently by PricewaterhouseCoopers.
Benefits of Coaching
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Building self-confidence of employees to face challenges is critical in meeting organizational demands
International Coaching Federation
Benefits of Coaching
• Coaching generates learning and clarity to forward action with a commitment to measurable outcomes.
• The vast majority of companies (86%) say they at least made their investment back
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Virtually all companies and individuals who hire a coach are satisfied
Benefits of Coaching
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International Coaching Federation
One-on-One vs. Teams
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The Business Case for Creating a Coaching Culture: What is a Coaching Culture?
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Benefits of Building a Coaching Culture
• Maximizes potential and performance
• Hones coaching skills
• Demonstrates support for newer leaders
• Supports the organizational pursuit of excellence in leadership competencies
• Creates a safe haven to receive feedback and reflect on ways to make positive changes
• Builds stronger trust in management
• Enhances team development
The Business Case for Creating a Coaching Culture
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• Organizations whose senior leaders “very frequently” make an effort to coach others have 21% higher business results.
• Organizations that effectively prepare managers to coach are 130% more likely to realize stronger business results
• They both get at least 30% higher results in employee engagement.
The Business Case for Creating a Coaching Culture
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• Organization in transition… facing the biggest change in almost a century… everything was new
Management and Senior Team
Guidelines and accountabilities
Model of patient care
Way of doing business (union and management relations)
Policies, procedures, systems and technology
• Employees survey
More support and skills
More trusting team and work environment
Case Study
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Actions Taken
• Built upon prior one-on-one coaching experiences
• Identified need to grow internal coaching capabilities
• Engaged key stakeholders
• Partnered with Career Partners International
Case Study
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• Workshops – Coaching Skills development and consistent coaching model implemented
• Establish internal coaching partners
• Match each leader with an external Coach to work with one on one
• Complete 360 feedback for all leaders in the program
Case Study - Manager as a Coach
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Case Study - Results
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Case Study
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Case Study
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Case Study
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2009 vs. 2011 Employee Opinion Survey Supervisor Rating
Case Study Coaching Program Evaluation - Quantitative
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33%
43% 48%
71% 76%
89% 92%
100%
Interpersonalskills
Conflict resolutionskills
Communicationskills
Closer towardgoals
Increased sense ofself
Value of 360feedback
New insights andskills
Moving forward
“It provided me with a safe environment that allowed me to
explore how I was feeling, to be able to peel the onion in layers,
identify the contributing factors, and to have the confidence to
develop strategies to dramatically change the outcome.”
“Knowing you have this person (the coach) who you can confide in
where you feel safe to discuss issues and problems, therefore,
providing support to move forward and make a difference in what
you do as a manager. Extremely worthwhile.”
“I personally found it to be extremely beneficial as we were able to
meet several times and got along very well...we saw eye to eye on
many issues. My coach was very empathetic and understanding.”
“My coach’s level of experience in this field was highly valued by
myself. Thanks so much for bringing this opportunity to the
managers.”
Case Study - Managers Verbatim
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Understanding the Hogan Assessment Tools for Executive Coaching
• Program for Management Development at Harvard Business School
• MBA from University of Miami
• BA in Math from Duke University
• Executive Positions in Marketing, Market & Product Management, Operations and Human Resources
• Multi-sector work experience
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Trish Kellett Director of the Coaching Network at Hogan Assessments
When conducting coaching, do you use:
• Personality assessments
• 360 Feedback
• Both
• Neither
Poll
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The Compelling Case for High-Quality Leadership
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• The difference between the impact of a top-performing leader and
an average leader is at least 50%
• Organizations with the highest quality leaders were
13 times more likely to out-perform their competition.
• More than 3 times more likely to retain employees.
• And more than 5 times more likely to have highly engaged leaders
From DDI ‘s Global Leadership Forecast 2011
“When seventy-five members of the Stanford Graduate
School of Business Advisory Council were asked to
recommend the most important capability for leaders to
develop, their answer was nearly unanimous: self-
awareness.”
True North by Bill George
The Value of Self-Awareness
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Strategic Self-Awareness represents the degree to which one understands their performance capabilities in any competitive endeavor It has two Components:
1. Understanding one’s limitations and strengths
2. Understanding how they compare with those of others
Strategic Self-Awareness and Development
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Research: Self-Awareness and Feedback
• miss feedback messages (blind spots)
• ignore feedback they do receive (denial)
• are slow to change over time (obsolete)
• eventually top-out or derail (fail)
• seek feedback in multiple forms
• accept feedback they receive and take action on it
• are more adaptive and grow over time
• are more successful than those who don’t
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Leaders who lack awareness: Leaders who know themselves:
Line of Sight
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The Hogan Assessments Tools for Facilitating Strategic
Self-Awareness
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Assessments and Performance
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HOGAN PERSONALITY INVENTORY (The “Bright Side”) • The HPI describes workplace performance, including how an individual manages
stress, interacts with others, approaches work tasks, and solves problems. The Potential Report HOGAN DEVELOPMENT SURVEY (The “Dark Side”) • The HDS describes qualities that emerge in times of increased strain and can
disrupt relationships, damage reputations, and derail people’s chances of success. The Challenge Report
MOTIVES, VALUES, PREFERENCES INVENTORY (The “Inside”) • The MVPI describes people’s core values that are part of an individual’s identity -
the goals and interests that determine satisfaction and drive careers. The Values Report
The HoganLEAD Reports
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How the Reports Work Together
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The work environment you will strive
to create
Values
Performance risks that
could get in the way
Risks
Characteristics you possess to
create it
Strengths
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Hogan Personality Inventory (HPI)
Provides insight regarding:
• Approach to work & others
• Leadership Style
Interpretation is job-specific
There are positive and negative implications associated with both low and high scale scores
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Leadership Approach
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Adjustment Responsive, easy to coach; susceptible to stress
Stress tolerant, resilient; feedback resistant
Ambition Team-player; stays within comfort zone
Assertive, self-initiating; overly competitive
Sociability Good listener; Socially reactive rather than proactive
Outgoing; can be perceived as attention-seeking
Interpersonal Sensitivity
Direct & objective; can be overly critical, harsh
Warm, agreeable and friendly; averse to conflict
Prudence Adapts to ambiguity well, impulsive
Detail oriented, follows rules, executes plans; inflexible
Inquisitiveness Grounded in practicality; but ‘short-sighted’
Open, curious, seen as strategic; lacks pragmatism
Learning Approach
Hands-on learner; endures training
Traditional ‘book-learner’; can be perceived as know-it-all
HOGAN PERSONALITY INVENTORY
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Hogan Development Survey (HDS)
Provides insight regarding:
• Negative tendencies that emerge during times of stress, pressure, complacency, or boredom
• Tendencies = derailers
• Can adversely influence work-related performance, relationships, one’s reputation and leadership effectiveness
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Leadership Derailment 48
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Everyday Strengths Derailers
Excitable Intense & energetic Moody, inconsistent & unpredictable
Skeptical Perceptive & insightful Cynical, distrustful & fault-finding
Cautious Careful & thorough Risk-averse & fearful of failure
Reserved Independent & businesslike Socially withdrawn & unapproachable
Leisurely Cooperative & agreeable Privately irritable & resistant
Bold Confident & assertive Exceptionally self-promoting & smug
Mischievous Charming & excitement-seeking Risk-taking & untrustworthy
Colorful Outgoing & socially-skilled Attention-seeking & dramatic
Imaginative Innovative & creative Eccentric, flighty, & impractical
Diligent Detail oriented & conscientious Perfectionistic & micromanaging
Dutiful Supportive & loyal Eager to please & ingratiating
HOGAN DEVELOPMENT SURVEY
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Motives, Values, Preferences Inventory (MVPI)
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Provides insight regarding:
• How one gains satisfaction & stays motivated
• Environment one will create for his/her direct reports
• Values that drive one’s career direction
Leadership Environment
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Recognition Public acknowledgement and “pats on back”
Power Being in charge and being perceived as influential
Hedonism Fun, lighthearted and open-minded work environments
Altruistic Helping others and providing excellent customer service
Affiliation Networking, building relationships, social belonging
Tradition Conservative cultures and strength of convictions
Security Secure, predictable and risk-free work environments
Commerce Managing finances, profitability, bottom-line focused
Aesthetics Focusing on quality and product “look and feel”
Science Analytic problem solving and working with technology
Motives, Values and Preferences Inventory
Take Leadership to the Next Level
HoganLead gives leaders a clear understanding of their performance capabilities, challenges, and core drivers, and provides them the strategic self-awareness that makes good leaders great.
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The Art and Science of Managing
Executive Coaching Resources
• MS in Psychology from California State University
• Firm Director at Deloitte
• Director, Office of Executive Coaching for Partners
• Director, Assisting Partners with Special Needs
• Speaker at Conference Board Conferences
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Syd Snyder Senior Executive Consultant at CPI, Florida Caribbean
POLL
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Mark one of the following which most accurately describes your organization’s use of coaching:
A. We only use internal coaches
B. We only use external coaches
C. We use both internal and external coaches
D. We don’t use coaches presently, but we hope to in the future
• Improved performance on the job
• Improved people management skills
• Greater job satisfaction
• Greater followership
• Improved communications in all directions
• Most importantly, improved business results!
The Benefits of Coaching
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Best practices include:
• Positioning of the coaching director within the organization
- Is coaching the best answer?
- Avoiding the use of unqualified coaches
There are numerous ways to optimize the effectiveness and success of Coaching
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• External coaches
• Internal coaches
• Deploying both external and internal coaches
Three approaches to deploying Coaches:
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• Education and training • Experience • Industry and Functional familiarity • The coach’s methodology • Assessment tools • Intellectual capability/Articulation • Life coach v. business setting • Coaching with a competitor • Fees earned/Travel time • Work outside of providing
coaching services
Qualifying the Coaches
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Presenting Coaches, Selecting a Coach • One or two? • New or tried and true?
Managing the expectations of the Coachee The coaching director’s role while coaching is underway
• Who Initiates?
• Start date/concluding date
• 360 feedback process/Self-assessment tool
• Proof of Insurance
• Fee Schedule
• Expected pace/frequency of coaching sessions
• Status reports—when and to whom?
• Confidentiality requirements
• Reporting
Contracting
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• For the Organization
• For the Coachee
• For the individual charged with managing the coaching resources
What’s the Payoff?
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Questions
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Robert Newland Ivonne Moreno Trish Kellett Syd Snyder
Which statement best applies to your organization regarding coaching and leadership development?
Registration Poll
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It is essential to our organization's success but management is not supportive of it.
30%
It is not essential to our organization's success. 4%
Management supports it and I have all the resources I need to implement our programs.
13%
Management supports it but I need help/resources developing a program. 53%
How Can We Help You?
• Executive Coaching
• Leadership Development Programs (i.e.) • Manager as Coach
• Learn to Lead
• Career GPS
• Leadership Assessments
• Senior Leader Crisis Triage/Intervention
• Program Design/Evaluation
• Conflict Resolution
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• More information
• Arianne Parra
• Web: www.CPI-Florida.com
• Phone: (888) 739-8504 X 240
• Email: [email protected]
Thank You
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