Running head: CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 1 Chad, Overall, this is a very good study. You have identified an important and researchable question, shown depth of understanding in the field of leadership coaching, developed and implemented a practical research strategy, made sound conclusions based on the data, and made workable strategic recommendations. Overall, this meets the aims of the capstone project. I have noted several areas of concern that could be addressed in order to refine this paper. Primarily, these come from some confusion over your research method and relationship between the coaching instruments / assessments you refer to, and your stated qualitative method and in vivo coding approach. Also, there are several other areas mentioned in my review that should be addressed. However, overall, this meets the outcomes for the capstone project and demonstrates graduate level comprehension and research. You and your advisor(s) are to be commended for your work here. Congratulations on your accomplishment. You are an asset to the Kingdom of God, to Foursquare, and to the Gateway District. Many blessings to you as you press on in His service. Frank Markow, Ph.D. Associate Dean, Adult and Graduate Studies Life Pacific College Grading Rubric Element Format Literature Review Research Results Plan / Action Criteria The paper is well organized and well written. Information is presented in a clear and professional manner. The document adheres to the APA Style Guide and meets length requirements. The information presented was gathered using multiple, recent, research-based sources. The student was able to make succinct and precise conclusions in connection to the research problem based on the articles reviewed. Purpose of study is clear and is stated as a declarative sentence. Setting of study is described. A well-written description of an appropriate research strategy used is present. A description of instruments and procedures to collect data is presented. Data collected is adequate and appropriate. The plan is clearly tied to the research study. Measurable objectives and the means of measurement are stated. A timeline for implementation and responsible parties is included (as applicable). % of Grade 20% Fulfilled 20% Fulfilled 30% Fulfilled 30% Fulfilled (note: specificity would help these be more actionable) Capstone Project: A Qualitative Study in Coaching for Strategic Leadership Development Chad Carroll Life Pacific College May 23, 2014 CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 3 Abstract The purpose of this qualitative study is to explore the effects of participation in a transformational leadership development coaching relationship for senior pastors in the Gateway district of Foursquare churches. Nearly 80% of pastors indicate that they feel isolated, lonely, discouraged and ill prepared for the daily leadership challenges they face (Blackmon, 2007). This study centers on current senior pastors who have participated in a leadership coaching relationship for a minimum of six monthly sessions. The stakeholders involved are a representative group of senior pastors in Colorado, Kansas, and Missouri. This research identifies improved levels of personal satisfaction and confidence, increased participation in organizational leadership development initiatives, enhanced feelings of support and sponsoring behaviors by the district, and greater commitment toward achievement of ongoing leadership growth goals in the research participants, based out of analysis of 272 individual observations. This research contributes toward the development of a foundational level comprehensive coaching strategy designed to improve the self-perceived levels of leadership acumen and personal satisfaction among senior pastors. Keywords: leadership coaching, lifeforming, strategic, holistic, developmental CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 4 A Qualitative Study in Coaching for Strategic Leadership Development Introduction It is now possible to find coaching approaches for personal development in just about every field. “The discipline of personal-development coaching has grown tremendously since Gershman’s first doctoral study in 1967” (Hauser, 2012, p. 2) A Google Scholar search for leadership coaching returns over 150,000 sources, while the same search at www.google.com returns 1.7 million results. As the coaching field has grown, a great amount of variance in approach, style, practice and definition is the result in this specialized leadership and organizational development field (Brock, 2008). Given the rapid advancement of the coaching practice, it leads one to believe that coaching may be a useful model for the development of strategic leadership in senior pastors. Finkelstein, Hambrick, and Cannella (2009) describe the act of strategic leadership as the strategic leaders responsibilities for an organization, how they affect organizational outcomes in their management of the overall enterprise through the exercise of substantive decision-making. These types of leadership choices involve a complex set of interpersonal, informational, and decisional roles outlined in Mitzenberg’s foundational book The Nature of Managerial Work and are representative of the “human element in strategic choice and organizational performance” (Finkelstein, et. al., 2009, p. 5). The premise of this paper lies is the inquiry of what extent the application of leadership developmental coaching could potentially have toward strengthening positive self regard in research participants for the development of critical strategic leadership competencies in the area of core self evaluation (CSE), which is the overlap of self-esteem, emotional stability, selfefficacy, and locus of control (Judge, 2003). CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 5 Literature Review What Coaching Is Hamlin, Ellinger, and Beattie, (2009) identified 36 distinct definitions of coaching. Schein (2006) describes coaching as “a set of behaviors on the part of the coach that helps the client to develop a new way of seeing, feeling about and behaving in situations that are defined by the client as problematic” (p. 19). McCleland (2005) highlighted the manager’s role in creating a culture that empowers and improves a leader’s results how related to coaching?. Evered and Selman’s (1989) foundational work adds an emphasis on the coach’s role to discover future oriented abilities in others by guiding them to grow in competence, confidence and commitment. Hudson (1999) and Brown and Grant (2010) additionally note this competence, confidence and commitment occurs through participation in a systematic process that happens most naturally when fostered by a trained professional coach. The purpose of coaching is for supporting one’s positive growth and change toward increased effectiveness and performance (Grant, 2006; Hackman & Wageman, 2005; Hamlin et al., 2009; McDermott, Levenson & Newton, 2007). Perhaps the most comprehensive definition of coaching comes from Grant (2006) who highlighted the coach’s role in facilitating a collaborative, solutions-based, resultsdriven, systematic process aimed at performance improvement, personal growth and self-directed learning. A synthesis of these process oriented observations suggests that personal and professional coaching is growing in the leadership development world and is being used to bridge the gap between mentoring and counseling disciplines. Coaching appears to lend itself to developing individuals, while providing mutually beneficial outcomes to the organization. Coaching CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 6 attempts to leverage a person’s natural motivation and direct those energies toward increasing capabilities. Beyond the empirical observation, Ogne and Roehl (2008) offer multiple examples of anecdotal evidence for coaching effectiveness illustrated through multiple works within education, business, not-for-profit organizations and sports (pp. 70-79). According to Ogne and Roehl (2008), the benefits of a coaching relationship include: the coach being positioned to see what the client can’t or won’t see, providing a safe environment to work through problems, improved performance, offering perspective, aiding in problem solving, and empowering leaders to work a coaching plan at their chosen pace. The International Coaching Federation, reports that the coach inspires personal and professional development to maximize their potential in a solution focused, self-directed relationship (Nature and Scope of Coaching, 2010). This internal sense of transformation and awakening to personal potential are what successful coaching relationships are designed to deliver. What Coaching Is Not With all of coaching’s strengths there are things it is not. Coaching is not mentoring, consulting, or counseling although as a self-developmental framework coaching might include exploratory conversation of any of these disciplines (Crane, 2012; Ogne &Roehl 2008; Umidi, 2005). Quite commonly managers and leaders use each of these terms somewhat interchangeably assuming that they are all used for similar purposes in developing people, the organization, and the people in the organization. However, each has it own specialized strengths and requires knowledge of the individual being developed to know which should be accessed. Coaching is not mentoring, as mentoring is a process in which the mentor identifies leadership potential in a still-to-be developed leader and attempts to invest in their progress by CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 7 pouring in their expertise. The mentor generally uses the direct approach of sharing with or telling the mentoree how to succeed, in an effort to promote the developing leader toward realization of his or her own leadership potential (Clinton, 2012, p. 256). Coaching is also not counseling, which attempts to help a leader address past wounds and begins by presuming a need for internal healing: The primary focus of coaching is on the development of the leader from a forward looking position. Types of Coaching Given all the understanding of what coaching is and is not, one observes professional developmental coaching in many models such as Executive, Co-active and Transformational. Executive Coaching. Niemes (2002) points out the developmental nature of this powerful business transformation tool to develop candidates into high performing executives. A few important performance benefits of this approach include consideration for the unique role of an individual leader in leading change within an ever-changing and developing organizational environment. Niemes (2002) also indicates that training offered on the clock in business realtime at the workplace is viewed as a tangible performance benefit unique to executive coaching. Caplan (2003) stresses that executive coaching brings out the best in people through the application of a personalized learning process after considering multiple factors including their personal history and learning style. Executive coaching is offered to help raise the client’s selfawareness, and uncover personal blind spots in order to unleash exemplary results that otherwise might not have otherwise been attained. Dingman (2006) indicates that the attempt to pair up individual and organizationally related outcomes is mutually beneficial to the executive and the organization. CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 8 Co-active Coaching. The co-active coaching model explicated by Kimsey-House, Sandahl, and Whitworth (2011) appears to take a more inter-personal approach to coaching, and concentrates focus on the individual rather than on the assignment or role of the individual. The primary concern of this model is to shift from problem solving to developing the whole person: heart mind, body and spirit. Whereas executive coaching has a strong performance orientation, Witherspoon and White (1996) point out that co-active coaching pays considerable attention to the coaching environment, specifically: confidentiality, trust, truth speaking, and openness. Transformational Coaching. Umidi, (2005) offers several core-training values that help differentiate transformational coaching from other forms. By not initially starting with goals to accomplish, it allows the professional coach to make natural character and competence observations. The author contends this process helps to ensure that when change happens it has a better chance of being sustained. Second, by employing adult learning methodologies, a built-in training and practice partnership allows for greater retention of information through practice. And finally, Umidi (2005) asserts that transformational learning happens best within authentic and accountable relationships. Coaching Concerns Professional coaching is not always observed in positive light. Some of the criticism levied against executive coaching of these and other styles includes the concern that management may manipulate employees for greater profits by steering the coaching process towards a profit driven bias (Kimsey-House, Kimsey-House, Sandahl, & Whitworth, 2011). Also, because of the personal and holistic nature of executive coaching, personal growth issues being introduced in a work setting could be exploited or deemed unrelated to work product (Crane, 2012). Some fear it may open the door for the employee to focus on extra-curricular activity not directly beneficial CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 9 to the company (Logan & King, 2004). Still others issue additional challenge to this leadership development approach because of the perception that it is developed from social science and falls short of delivering training and human capital development (Logan & King, 2004). Coaching Self-Defined An evaluation of all these observations reveals that coaching may be understood in its completeness and complexity as a helping, facilitative relationship, in a systemic process fostered by a trained professional who supports the client’s positive growth and change for the intended outcomes of increased self-worth, effectiveness, productivity, assertiveness and performance (Hamlin et al., 2009; McDermott et al., 2007; Schein, 2006; Sperry, 2008; Stober & Grant, 2006). Local and Personal Context Local Context The Foursquare Church, officially named the International Church of the Foursquare Gospel, is a Pentecostal denomination that resulted from the dynamic evangelistic ministry of Aimee Semple McPherson, who opened the historic Angelus Temple on January 1, 1923 (foursquare.org). The four symbols perhaps most identified with Foursquare today are the cross, cup, dove and crown which stand for Jesus the Savior, Jesus the Healer, Jesus the Baptizer with the Holy Spirit, and Jesus the Soon-Coming King, respectively. The Foursquare movement, as represented in this research paper, is a small region of this worldwide church denomination. This region is identified as the Gateway district within the states of Kansas, Colorado, Missouri, South Dakota and Nebraska. Personal Context CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 10 I currently serve as the Assistant District Supervisor within the Gateway district. I admit a personal bias toward the positive benefits of coaching, that I am a certified Lifeforming leadership coach trainer through Transformational Leadership Coaching International (TLCI) and a Church Health Assessment Tool (CHAT) Coach on behalf of Leadership Transformations, Inc., which I have found to be extremely helpful while serving as the Missional and Church Planting leader for the Gateway district. My role in the Foursquare movement includes the development of a parent church planting/sponsoring partnership network among local churches, providing church planter training and coaching, and coaching senior pastors.. Gaps in Knowledge Welyne and Woods’ (2002) definitive study reports that behavioral coaching consistently produces improved perceptions of leadership effectiveness in 99% of participating individuals. Yet, there is still very little empirical evidence to substantiate the assertion that coaching improves the feelings of self-worth and focus in senior pastors. This gap may exist because coaching is still a fairly new field of study in leadership development and perhaps is yet an underutilized resource in the study of church leadership. Consideration of these two factors leads me to believe that the study of coaching outcomes for these research participants is a worthy endeavor and has the potential for proving beneficial on both accounts. Initial results lead me to believe that this research is in agreement with Welyne and Woods (2002) results. While coaching specialization has expanded in the fields of developmental coaching, executive coaching, business coaching, remedial coaching, transitional coaching, and career coaching yet there has been very little research conducted, or literature written, that focuses on the benefits of leadership coaching for senior pastors (Morris, 2000). Research Question CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 11 After a careful review of extant literature and the identification of knowledge gaps, a number of questions become evident. First, there exists a need to discover what self-described extent six months of leadership coaching directly affects perceived levels of personal satisfaction and leadership development goals of senior pastors throughout the Gateway district of Foursquare churches. Personal satisfaction for this study is observed (defined?) in the areas of quality of life, relationships, vocational satisfaction, self-worth, and ongoing personal development of desired life-change outcomes (Umidi, 2005). Another closely related question that this exploration addresses is evaluating what, if any, self-perceived effect coaching has on one’s ability to lead his or her organizations. This research could potentially inform the need for further studies focused on constructing an approach, pace, and scope of leadership coaching initiatives to be offered in the district over the coming years. Research Methodology This study employs a qualitative research design useful for exploring the rich textured understanding of a social and environmental context in which an individual exists, leverages collaborative efforts between researcher and research participants, and allows for the flexibility needed in responding to the participant’s story in the qualitative interview phase of research (Creswell, 2009; Neuman, 2009). Because qualitative methods of research begin by asking questions to extract linguistic expressions within data, reflective practice and inductive reasoning are appropriate approaches for interpreting and applying the research itself. James, Slater, and Bucknam (2012) suggest that this method is most helpful for discovering a great amount of detailed information from a small sample size of people, which makes it useful for this research project. CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 12 Hauser (2012) applied a qualitative research design in her interview of eight individuals, each having received work-team related coaching from a certified coach. This type of qualitative design allows for the exploration and understanding of the meaning that individuals ascribe to their experience within a social and environmental context (Neuman, 2009). Additionally, the use of a qualitative interviewing format as a data collection method allows the researcher to observe contextual factors within the participant’s story, due in part to the flexible nature of open-ended questions, optimal for allowing the researcher to examine commonalities among research participant’s stories (Hauser, 2012). McGaha (2000) used the same approach in a semi-structured interview of five baseball coaches. His findings were further expounded upon with the introduction of a Likert scale for the purpose of establishing a baseline for gauging the frequency of varying coaching techniques that each employed, within their teams thereby highlighting the strength that can arise from blending the two mechanisms. Neuman’s (2006) definitive work on qualitative research mechanisms states “Qualitative researchers use a language of cases and contexts, employ bricolage, examine social processes and cases in their social context and look at interpretations or the creation of meaning in their specific settings” (Neuman, 1997, p. 157). It is on the basis of these proven mechanisms, and because of what they supply, that their combination into one qualitative methodology offers such promise for reflecting the research findings associated with this study. To extract the most value from the gathered qualitative data, substantial attention is invested in rigorously codifying each participant’s self-perception of growth, positive change, effectiveness and skill development using the methods described by Neuman (2006), Saldaña (2009), and Moustakas (1994). Umidi’s (2005) approach allows for a similar study with the CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 13 potential to add another layer of depth to the coaching findings of McGaha (2000) and Hauser, (2012). I have chosen to utilize the Lifeforming Leadership Coaching (LFLC) approach to apply in this research project, as it provides several core-training values that help differentiate it from other forms of coaching. Recognized as useful in identifying the pathway toward progress along the journey of developing leaders through a sustainable change agenda; this coaching approach applies adult learning methodology within the framework of the coaching relationship (Umidi, 2005). This is observable in a built-in training structure, designed for greater retention of information through the disciplines of practice, feedback, and debriefing exercises. Based on the works of Evered and Selman (1989), Ogne and Roehl (2008), Shein (2006), Stolzfus (2005) and Umidi (2005), there are at least three common core leadership development practices used in this study. The first is the use of transformational conversation, offered in the form of transparent relationship, which provides a support system for continuous leadership development. Second, is the introduction of process-based leadership development allowing for the development of a co-created journey between coach and client, conducive for ongoing and long-lasting leadership growth. Finally, from these interactions systematic observations are formulated in each area of the participants life: quality of life issues, relationships, vocation and ongoing personal and professional development, in order to evaluate their effect on an increased or decreased personal sense of leadership progress. Procedure The research survey participants are made up of five appointed senior pastors of churches ranging in size from 100-650 serving within the five-state territory that make up the district. The CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 14 selected research participants offer a representative cross section of senior pastors and include consideration of varying years of experience (1-20), and age demographic (30-59) of pastors in the district. The use of a qualitative, descriptive approach offered in open-ended in depth interviews of each participant enabled each participant to evaluate their own personalized six-month coaching experience. This process encompassed the use of four research and data acquisition mechanisms intended to identify and capture a vivid and robust self-description of ways coaching inspired these leaders toward the realization of improved self-growth perceptions, while identifying current challenges and informing personal momentum in their leadership development. The data derived from this qualitative study was then analyzed using an inductive approach to coding and analysis. Braun and Clarke (2006) describe this approach as being data driven rather than driven by a grounded theory. In extrapolating closely linked themes from the 272 raw interview observations of 5 Sr. Pastors (see Appendix A for question sample), the process allowed for natural sense making to surface while attempting to identify common descriptors of meaning within the complexity of situations described by the study participants (Creswell, 2009; Smith, Flowers & Larkin, 2012). These research participants were chosen from Colorado and Missouri and represent a wide range of experience levels, church sizes and age demography. Each interview was conducted face-to-face. The questions asked and answered were recorded as audio and video files while taking written notes on significant observations as they arose in the conversation. The audio recordings were then sent for transcription, reviewed by the CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 15 researcher (myself) for accuracy and finalized prior to being moved into a database for sorting and coding. The data was then sorted and coded into main category, keyword, sub-key, and noteworthy quotes offered by research participants. This series of steps is consistent for coding qualitative data, as it requires the researcher to “read and reread data notes, reflect on the information and make comparisons based on logic and judgment” (Neuman, 1997, p. 488). In The Coding Manual for Qualitative Researchers, Saldaña (2009) describes this approach in terms of first and second coding objectives, as being appropriate for all qualitative studies. With the goal of creating textures that allow for the researcher to reflect deeply on the contents and nuances of the data while remaining open to all possible theoretical directions prior to labeling. Moustakas (1994) indicates this phase of the process as defining “meaning units” where the data is “clustered into common categories or themes and meanings are used to develop the textual descriptions of the experience” (p. 118). Interpretation of qualitative research, or conducting qualitative analysis involves the “weaving of data into discussions of their significance… in the form of words, quotes or descriptions of particular events” (Neuman, 1997, p. 159). According to Neuman (1997), the researcher then gives data meaning, derived from a first-order interpretation of the people being studied and continues to gather the data into carefully organized and documented statements, making a report with data samples and created recommendations for next steps (Neuman, 1997, pp. 546-547). Ethical Assurances To ensure confidentiality and the cultivation of vulnerability necessary for participants to answer questions honestly, the data collected was coded using anonymity. The research CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 16 participants were then informed about the study, the interview process, asked for their voluntary participation in this research project and offered assurances that measures were being taken to protect their identity and any personal information revealed in the interview. After which time they signed the Informed Consent document (Appendix B). As an internal research project within our Foursquare district there was an acknowledgement of some inherent risks for the research subjects, in that the questions being asked have been constructed to gain honest feedback about the value of the coaching relationship offered by the conductor of the interview, in addition to serving as their supervisor. The perception that offering negative feedback could in some way offend or come across as disingenuous was discussed as a precautionary measure for protecting the participant’s right of refusal of any question asked in an effort to encourage transparent feedback results. In order to improve the chances that the participant’s answers might be offered with complete honesty, assurances were made in the opening statements that all responses would be held in confidence and that no punitive measures would be levied against the individual. Discovery Once all groundwork is laid, the discovery phase of research exists to understand what is currently known about the problem presented in the project (James, Slater, & Bucknam, 2012). For the purpose of discovery in this study, four different mechanisms were utilized, each of which agrees with the methodologies explained by Hauser (2009), Newman (2012), Grant (2006), and McGaha (2000). The mechanisms are the proprietary interview questions (Appendix C), Wheel of Life tool (Appendix D), self-described client preparation forms (Appendix E) and coaching progress evaluations Appendix (F) used in six monthly, hour-long coaching sessions. CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 17 The Wheel of Life (Appendix D) is a coaching standardized tool for identifying and assessing potential value adding leadership growth areas to explore in the coaching relationship. The person being coached, or “client” as referred to in contracted and remunerated professional leadership coaching, is required to complete this Likert scale self-assessment in an effort to identify areas to be developed within the coaching dialogue as indicated by the interest and motivation of the client. The areas being evaluated included: career, ministry, family and children, finances, married/single life, financial stewardship, pace of life, living environment, social stewardship, hobbies and recreation, personal development and spiritual life each of which represent a facet of a holistic leadership development model (Umidi, 2005). From these coaching conversations growth barriers are identified, evaluated and addressed in an effort to measure the effect of coaching toward stated growth goals at the end of the coaching contract. The dynamic examination of these focal points furthers leadership learning opportunities that ultimately affects the strategic leadership capacity of the individual, the management of their overall enterprise, and the substantive decision-making responsibilities while exhibiting interpersonal and relational growth (Finkelstein, Hambrick & Cannella, Jr., 2009, p. 4). Observations derived from each of these mechanisms informed the qualitative interview questions, and helped create a coaching experience framework for research data collection. Because the aim of this research is to gauge the value and effectiveness of leadership coaching and how it increases a strategic leader’s sense of accomplishment, it seemed plausible to include feedback questions as part of the discovery phase because they would seem justified in integrating this coaching methodology into a holistic expression of leadership training producing an iterative learning experience. These types of questions are represented in the standardized CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 18 coaching evaluation document (Appendix F), the nine exit interview questions (Appendix C) and in the Client Prep Form (Appendix E). This research project was guided by the examination of these key standardized question forms designed to invite participant feedback about desired outcomes while structuring for, and following the leadership transformation process in the ongoing monthly coaching conversations. Findings The findings of this study emerged from, and appear best organized under three main sections: satisfaction and development findings, coaching and leading findings, and discipleship and dreaming findings. The three findings discussed below, in the satisfaction and development finding section include self-reported increase of feeling supported and sponsored, the clarification of personal and organizational values and vision, along with increases of courage to initiate leadership development both personal and professional. Section two, coaching and leading findings also offers three findings. These findings included a perceived positive connection between coaching participation and the leaders ability to evaluate systems, roles and procedures, assess organizational strengths and weaknesses, and informed organizational development leadership decisions. The final section, discipleship and dreaming findings suggest that this style of coaching reinforced discipleship behaviors, offered a model for developing leaders and led to emboldened dreaming and greater activity in developing subordinates in the organizations represented. Section 1: Satisfaction and Development Findings This research project sought to identify the self-described extent of how six-months of leadership coaching, directly affects the perceived level of personal satisfaction and leadership CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 19 development progress of senior pastors in the Gateway district of Foursquare churches. Analysis of the data revealed three core themes. First, all of the research participants reported an increase in feelings of support, sponsorship, partnership and permission to dream in their role from their direct leadership, as expressed through and found within the coaching relationship. Second, all research participants indicated varying levels of breakthrough in personal values clarification and vision identification. And lastly, the data appears to indicate that these factors contributed to the increased confidence of the leader, improved levels of courage to initiate personal and professional change, and a sense of spiritual and emotional health development. Finding 1: Increased feelings of support and sponsorship. Each research participant described an increased sense of support and sponsorship offered by the district as a result of the coaching relationship. The interviewees expressed varying levels of feeling a part of an organization that really cares for them, and that is actively developing them as leaders. Other descriptors of support offered throughout the interviewing process included being connected, resourced and invested in. This sense of sponsorship influenced these leaders to express an awareness of greater affinity toward district personnel, and a strengthened commitment to participate in shared values and initiatives. The majority went on to indicate that the process of coaching had modeled for them a transferrable and replicable discipleship model for developing the people in their church. Across the board, research participants indicated enhanced levels of personal affinity toward the district leadership, and greater receptivity of coaching involvement in their roles as senior pastors. Leaders irrespective of their years of service consistently noted greater trust of the district, removal of feeling’s of isolation, reduced stress levels, and enhanced perceptions of CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 20 organizational support. One previously isolated leader mentioned that the coaching relationship helped restore feeling connected and cared for where earlier leaders at this church described having limited and infrequent interaction with district leadership. This sense of isolation and loneliness “like being on an island” was a common response offered by the group for describing their experience in leadership prior to engaging in a coaching relationship. Finding 2: Values clarification and vision breakthrough. The leaders interviewed described common challenges in prioritizing the demands on their lives. Sharing stories about being pushed and pulled in ministry leaving them feeling stuck, stressed and less than successful in ministry. The majority reported a restoration of hope and energy derived from coaching exercises designed to reflect upon and talk through their core values and to clarify what they wanted to accomplish. This recursive process was stated to be helpful to all of the research participants in identifying and enacting upon these values and dreams. These same leaders stated a sense of empowerment by the identification of core values, emboldening them to clear away extraneous leadership roles and responsibilities that were not aligned to one of those values. They offered that this outcome was essentially clearing away the clutter that was sapping energy and vision from them. One respondent characteristically noted, “By finding disconnects between values and current behaviors, then making changes in what I am doing I found the strength to make significant changes in church to align who I am with what we are doing.” This type of comment was a prevalent celebration point during the interviews. Additionally these pastors indicated they had identified the internal and external permissions to make significant adjustments to roles and schedules they deemed necessary. All research participants reported they had allowed the demands of leadership to overrun their personal renewal habits, rest, personal development and exercise goals. Coaching allowed CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 21 them to revisit these critical quality of life areas, and upon examining these as life values, several felt inspired to set and protect goals related to these categories. Expressions focused on regaining “God-given life” were verbalized consistently among the group, noting that the convergence of life purpose and personal development goals allowed for grander dreams to surface. Finding 3: Improved courage to initiate personal and professional development. An increase in confidence being reported in those being coached was commonplace; described as empowerment, emboldened attitude and conviction to overcome internal barriers as well as external challenges. Some common challenges shared included: a willingness to engage conflict, more readily face facility limitations, confront physical health issues, destroying strongholds of fear, and intimidation in addition to setting lofty goals, and “leading from a place of confidence that I didn’t have before”. Each leader attributed the increase in confidence to some aspect of the coaching journey and offered detailed narrative of how this has led to interrogating their time management habits, exploring strategies for church growth and multiplication regional goals, and to own up to areas of responsibility as a senior pastor that they had previously been unwilling to engage. Common results of progress were defined by participants as “awakening to dormant God dreams”, “losing 31 pounds in 10 weeks”, and “embracing accountability through evaluation” leading to the “euphoria” of realized organizational growth. Section 2: Coaching and Leading Findings In addition to the expressed sense of personal and professional growth, along with feelings of improved support from section one, the research participant’s also communicated natural coaching application points within the churches they were leading. It appears that the CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 22 courageous holistic (whole life) examination of the research participants led to discussion of the same practice in their organizational structures, teams, systems, and personal desires. The following section will outline what affect participation in the six-month coaching relationship had on the leaders interaction with their appointment as senior pastors. Finding 1: Coaching informed organizational development decisions. Coaching conversations that were co-created by coach and client moved from assessment of life satisfaction issues into more complex organizational development discussions rather quickly. Through the introduction of several church and leadership diagnostic tools, the participants were able to identify six primary areas to focus leadership attention on areas that helped align their time and energy, create a scheduled approach for celebrating progress while evaluating outcomes. These leaders identified coaching as helpful in prioritizing tasks, repurposing organizational culture, motivating volunteer and paid members, and expanding their vision. Finding 2: Coaching supported the evaluation of key systems, roles, and procedures. Over the course of the six-month coaching engagement the leaders reported taking the time to consider desired outcomes, form strategic plans and remove obstacles for achieving organizational goals. Among the reported progress was a staff restructuring initiative, changes to improve multiple programs, having researched and implemented a more robust funding model, and creating a project management system for addressing expansion needs of main campus to include additional sites. Interesting and quite noteworthy is that all leaders interviewed volunteered these desired organizational outcomes only after feeling satisfied that the district intent was to support their holistic health. Finding 3: Coaching helped assess organizational strengths and weaknesses. In all interviewed coaching relationships, the increased trust levels experienced led to greater CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 23 vulnerability in interactions leading to a willingness to look deeply into each organization. Gaps in performance were recognized and addressed. Research participants indicated that coaching provided “a pathway toward and framework for change of direction in the form of a tangible action plan”. Comments from these leaders indicated that they were more aware of shortsighted leadership behaviors and have made adjustments to embrace a broader leadership perspective. Section 3: Discipleship and Dreaming Findings As a direct result of the coaching experience these senior pastors indicated a willingness to identify and explore previously latent leadership dreams with their coach, and design steps toward pursuing those dreams, while developing the leaders serving in their local church context. All research participants described in vivid detail how the coach’s ability to listen and ask forwarding questions assisted in this process. Finding 1: Coaching applicable to discipleship model for developing leaders. Research participants identified the coaching values of believing in people, experiential transformative learning through stewarding of life experience, and development of the unique design of each leader as being especially useful in their growth (Umidi, 2005). The majority of senior pastors represented in this research recognized the natural ease of transferability to others as appealing in the coaching for leadership development model. Feedback included statements of coaching experience providing modeling toward effective discipleship of leadership in their contexts. Areas of application noted included: developing core team, staff relationships, structuring church leadership meetings, and training small group leaders. Still others identified coaching conversations as useful in elevating the quality of relationship at home. CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 24 Finding 2: New dreams emerged through active listening. Upon further analysis, the majority of those interviewed expressed an amazement with how quickly they were able to identity a coaching plan in an area of growth that then freed them to move forward in other germane action steps. Multiple participants indicated that as the coaching relationship developed, so did their ability to dream and recognize a pathway for pursuing new goals and initiatives. In the majority of these cases, there were interrelated personal and professional advances that became visible as they moved forward in accountable and conversational manner with the coach. Another collective sentiment expressed was that coaching had resulted in a convergence of multiple tangential leadership themes that allowed for a “new dream to be identified and developed in turbo speed.” Finding 3: Participation in coaching led to further investment in subordinates. As the coaching sessions progress for these research participants a recognizable increase of involvement in with subordinates became common. Many indicated that this was the result of coming to terms with what their passions and strengths were leading to communication of these to their team members, coworkers, and subordinates. From those conversations a type of synergistic energy arose for others to identify their dreams, goals, and gifting’s. This experience was facilitated through research participant’s investment in coaching for subordinates in some cases, and in others, simply offering some basic coaching exercises were helpful as a discipleship model in the churches they oversee. This resulted in reported increases of volunteer participation, more engaged managers and leaders, and in an overall realignment of priorities for those involved to maximize their contribution to their organizations. Findings Summary CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 25 Research data conclusively suggests that coaching helped to support increased levels of personal satisfaction in senior pastors while challenging the leaders commitment toward development of ongoing strategic leadership habits. The coaching relationship appears to introduce improved signs of affinity toward, and connectedness with their overseeing office. This was observed in their collective commitment to participate in this holistic model of leadership development. By raising awareness of important areas of the leaders life, the research indicated that there were improved levels of willingness on the part of the senior pastor, to engage the lifeforming coaching process and enthusiastically explore new goals, vision and values inherent in the pursuit of personal and professional development progress. In addition, coaching was identified as essential for providing a framework necessary for assessing organizational systems and strengths, distinguishing areas in need of improvement and engaging people throughout the organization to contribute toward meeting new goals and objectives. Interestingly enough, the engagement of a coaching relationship was viewed by these research participant’s as a sponsoring behavior, resulting in improved levels of trust, cooperation with, and exhibiting a deeper engagement with the district leadership development process. This secondary relational gain, was then applied by these pastors in their approach to developing subordinates toward an expeditious discovery process within a changing organizational culture. This led to greater levels of satisfaction, the development of vision and values, and maximized productivity being reported by subordinates being exposed to coaching behaviors. Strategic Implications This research was conducted during a time in which I had recently completed professional coaching for leadership training and was engaged in multiple internal management CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 26 conversations throughout the district in a supervisory role. I chose to engage in this research project for the purposes of identifying more effective leadership development and support structures for the senior pastors in this region. I wanted to know what practical value this form of training and support would have on participants. As a result, this study provides a foundation to observe how coaching effects someone serving in the role of a senior pastor. The application to pastoring was a glaring omission in the coaching literature, and my hope is that the study findings and conclusions would reveal the need for additional longitudinal research studies to be completed. The following sections explore the potential theoretical and practical implications provided by this study. The theoretical implications of this research are numerous and identify that continued research within the context on pastoral coaching would further the literary work and the practitioner knowledge base in the fields of non-profit management, coaching and coaching psychology. Furthermore, this study could possibly offer the theoretical base for expanding the research focus to include a larger sample base of the senior pastors in Foursquare and potentially contribute to a key element to the in-service training of these leaders. The findings within this study suggest consistent growth in the areas of personal satisfaction and leadership development for those involved in a leadership coaching relationship. By introducing the divisional overseers and district staff to coaching principles and methodology, the opportunity may exist to influence the overall culture of the district to be more supportive, engaging and developmental in nature. This can help by leveraging the credibility of leaders who exhibit both the expertise and character to offer strategic influence toward greater organizational goals. According to Hughes and Beatty, (2005) building organizational and CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 27 industry knowledge and building trust in your character and integrity are necessary for influencing people strategically. The practical implications of this research include a strong possibility that more exposure to coaching methods within the organization would assist in the development of senior pastors to provide strategic leadership in their appointments to the church. Coaching appears to provide a readily accessible delivery system for increased strategic leadership outcomes which Hughes and Beatty (2005) identify as “thinking, acting, and influencing in ways that promote the sustainable competitive advantage of the organization” (p.9). In addition to providing training and additional research, the opportunity for improving the quality of care in the leadership development systems of the district office exists (leadership development, pastoral care and church planting). The data suggests that by employing a systematic coaching structure throughout the organization, palpable improvements will be realized in the level of satisfaction and commitment experienced by these leaders. Furthermore, there appears to be a connection between these areas and a leader’s willingness to engage necessary risks associated with practicing strategic leadership habits. Over the course of the six-month coaching experience, each leader reported experiencing improved support toward positive growth and change including increased effectiveness and performance, identified by many other observers (Grant, 2006; Hackman & Wageman, 2005; Hamlin et al., 2009; McDermott, Levenson & Newton, 2007). Because of these indicators, a systematic approach of coaching could be employed using some of the same timeframes, interaction points and exercises that resulted in the examples of growth in the research participants lives. This would include a need for training additional coaches through an online accelerated coaching module and offered to those having previously experienced coaching. With CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 28 an investment in this initiative it would potentially position our district to have certified leadership development coaches available in each state, providing support throughout the leadership structure. Limitations of this study Limitations include researcher bias, though steps were taken to limit this factor. This consisted of adding a coaching evaluation form (Appendix D) and attempting to remain impartial in the coaching appointments to allow for the data interpretation to speak for itself in the study outcomes. These steps were invoked to protect the trustworthiness of the data by minimizing the personal interjection of practitioner experience and opinion. The stories and observations represented in this study are unfiltered examples of the participants. Another noteworthy caution was taken during the data-coding phase. By identifying themes that emerged from the data instead of fitting them into pre-existing categories it allowed for making of meaning to take place directly from the complexity of situations describe by these leaders (Creswell, 2009). An additional limitation is that the researcher is an internal coach, which Grant (2006) defines as a person employed by the organization often serving in a managerial capacity who exhibits some level of authority over the participants in the organization. Within the interview process there were attempts to minimize this dynamic by reviewing the release from harm section found in the informed consent form (Appendix B). However, it is difficult to assess what impact the supervisory role had on the responses offered in the exit interview process. Another possible limitation (inherent in any qualitative study) is that, because of the smaller, regionally isolated sample, it may not be generalizable to a larger population. Further studies would benefit from including a more diverse research sample including both male and female, and multiple ethnicities. CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 29 What is still missing? What I was not able to observe in this research project was the impact the findings had on the long-term leadership outcomes of these senior pastors. There appears to be sufficient evidence to conclude that there are some immediate results in offering coaching for these leaders though, it would be helpful to have someone research how these changes impacted the organization over the course of several years. Another area of study elicited by the interview data that would be of interest is, determining what collaborative outcomes occurred as a result of strengthening the relational trust and collaboration connection between these leaders, their followers and their supervising office. Additionally no direct correlation was observed between the growth of the leader and any specific positive outcomes as related to the organization. However, it is interesting to observe consistency between this research what Goldsmith (2004) identified as benefits of coaching: the leader is more likely to improve, others will recognize when the leader changes, the entire culture is affected by the process, the value of learning, personal improvement, and cooperation are enhanced. This leads me to believe that with additional time and intentional coaching throughout the organization, research data results would support measurable improvement being realized. Contributions This research served to offer key insights about the coaching experience as encountered by the senior pastoral participants in this study. These research findings indicate positive results in satisfaction and reported growth in their leadership, which suggests that the investment in developing coaches who serve to help pastors grow and change is a worthwhile model. By doing so an underlying need is met in the individuals serving as strategic leaders. Additionally, CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 30 justification for further research, exploration of ways to introduce coaching throughout the organization, and signify a possible approach to model leadership learning as a sustainable, reproducible organizational change theory. Conclusion Umidi (2005) indicated that when content and context are fused together in a tailor-made personal development plan, the result is that transformation is more likely to occur. The meaning here is that simple instruction does not transform leaders, obtaining great information doesn’t necessarily change someone; however, transformational results can and do occur when instruction, relationships, life experiences, and God-encounters converge together. This study has allowed for the observation of how the introduction of leadership coaching affects the senior pastor in their desire to be developed as leaders and participate with district leadership. With strong evidence that coaching allows for gaining timely, insightful experiential feedback from these leaders in areas they are most motivated to grow and change, it appears that when combined with action steps, and followed by a coaching plan, sustainable change can be realized along with the development of more self-confident senior pastor leaders observe-able by characteristics of authenticity, accountability, purposefulness, and maintainable learning. All of this culminates into a sustainable leadership development strategy that empowers the senior pastor to engage a learning plan through a deliberate process resulting in a more satisfying leadership conclusion. According to the survey participants this process leads to more fulfilled, skillful, empowered and confident leaders and results in their willingness to take greater risks, embrace ongoing strategic leadership growth goals, and to be more engaged in developing the subordinates in their organization. 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CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING APPENDIX A 36 CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 37 CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 38 APPENDIX B Informed Consent Form As a participant in the Lifeforming Leadership Coaching Capstone Project through Life Pacific College, you are being asked to partake in an audio recorded, 1 hour long interview designed to confirm, amend, or deny the effect of LLC as a leadership development philosophy that stimulates learning, improves areas of personal leadership development and offers personal support to Sr. Pastors in the Gateway district of Foursquare churches. Data collected in the form of audio, video, and facilitator notes will be used for the purposes of addressing the following questions (listed below). Participants You are being asked to participate in the study because you have received between 3-6 months of monthly coaching support appointments and serve as a Sr. Pastor role within the Gateway district. Procedures Your voluntary participation in this study will entail a 9-question interview intended to learn about your experience in the coaching relationship. Risks of Participation There are risks involved in all research studies. This study may include only minimal risks (i.e., you may become embarrassed when answering some of the questions). Contact Information If you have any questions or concerns about the study, you may contact Jim J. Adams, Ed. D., or Frank Markow, Ph.D., and you should know that you can easily withdraw your participation at any time by calling the number 909 706-3003. Voluntary Participation CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 39 Your participation in this study is voluntary. You may refuse to participate in this study or in any part of this study with no harm to you or our relationship. You may withdraw at any time without prejudice to any relationships you may have. You are encouraged to ask questions about this study at the beginning or anytime during the research study. Confidentiality All information gathered is this study will be kept completely confidential. No reference will be made in written or oral materials that could link you to this study. All records will be stored in a locked facility at least 3 years after completion of the study. After the storage time, the information gathered will be archived in the district office database. Data will be aggregated, and all identifying remarks will be removed prior to publication unless I contact you to ask permission to quote you. Participant Consent I have read the above information and agree to participate in the study. I am at least 18 years of age. A copy of this form has been given to me. "I understand by my signature attached to this document that all data gathered about me from the initiation of my coaching experience may be used anonymously for research purposes." Signature of Participant ________________________________ Date __________ Participant Name (Please Print) ________________________________________ Investigator’s Verification of Explanation I certify that I have carefully explained the purpose and nature of this research to ___________________________________ in an age-appropriate language. He/ She has had the opportunity to discuss it with me in detail. I have answered all his/ her questions and he/she provided the affirmative agreement ( i.e. assent) to participate in this research. Investigator’s Signature: _________________________________ Date ________ CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 40 Appendix C Leadership Coaching Interview Questions 1. Please describe the most significant thing that has happened in your coaching relationship? What contributing factors would you identify that lead to these results? 2. Have the discussions and exercises that you have been engaging in been relevant to your leadership context? In what ways would you indicate that personal leadership development has occurred? In what areas of life? 3. What would make your coaching relationship more effective? 4. As a direct result of this coaching relationship, how would you characterize the level of personal support experienced? 5. As a direct result of your coaching relationship have you identified, described or developed a leadership dream that was dormant? Would you please describe this experience? 6. As a direct result of your coaching experience, have you established clear coaching goals, and concrete action steps to move forward with in the Wheel of Life categories? 7. As a direct result of your coaching experience, how would you portray your confidence level as a leader? Improved, diminished or static? Can you illustrate with an example of a breakthrough behavior or conversation? 8. Have you established and met organizational goals as discussed in coaching dialogues? What role did those conversations play in making decisions and acting upon those goals? 9. Would you recommend coaching as a leadership development approach to other leaders (PT)? Why? If offered the opportunity to be trained as a coach would you be interested? What interests you in this form of training? Category Specific areas of concentrated coaching Quality of Life Spiritual life; Single/ Marriage life Relationships Family and Children; Social Stewardship Vocation Work and Church Ongoing Personal Development Personal Development, Recreation and Hobbies, SelfWorth CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING APPENDIX D Wheel of Life 41 CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING APPENDIX E Lifeforming Client Prep Form Assembling the whole story Client Name_____________________ For session date______________ To be completed and emailed before a coaching session What I have accomplished since our last meeting: ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ What I seem to be challenged by: ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ What I want us to focus on during our meeting: ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ My goals to accomplish by the next meeting are: ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 42 CAPSTONE PROJECT: A QUALITATIVE STUDY IN COACHING 43 APPENDIX F G12 - Coaching Evaluation how to: This evaluation should be filled out for your coach, then sent directly to your coach’s supervisor. Make sure to send it to the supervisor, not your coach—your coach will get you the proper e-mail address or a stamped, addressed envelope to mail it in. Your feedback is a valuable part of the coach-training process! Please take approximately 20 minutes to honestly answer the questions below. It is most helpful if you provide a balance of encouraging, positive feedback and some suggestions for improvement. Try to write at least several sentences for each of the first three questions. evaluation questions: 1) What has been the most significant or transforming thing that has happened in your coaching relationship? Why? 2) Have the discussions and exercises you’ve been engaging in been relevant to you and helped you grow? How? (You may want to cite an example or two.) 3) What would make this coaching relationship more effective? For each sentence below, rank your honest impressions of your coaching relationship: (Circle 1 for ‘not at all’, 3 for ‘somewhat’; 5 for ‘definitely.’) 1 2 3 4 5 I feel like I can really trust my coach—this is a safe environment for me. 1 2 3 4 5 The atmosphere is open and authentic, about both the good times and tough times in life. 1 2 3 4 5 We work on clear coaching goals together and I always come out of our appointments with a helpful, concrete set of action steps. 1 2 3 4 5 The coach pushes me to think, develop my own solutions and take responsibility for my life. My coach doesn’t just tell me what to do. 1 2 3 4 5 We consistently focus on what is most important to me. 1 2 3 4 5 This relationship has accelerated my growth and helped me make important changes in my life. 1 2 3 4 5 This relationship has broadened my ability to go to God and others for help – I don’t feel like my growth depends just on my coach. 1 2 3 4 5 I’ve consistently felt affirmed, challenged, inspired and stretched instead of nagged, abandoned or micro managed. 1 2 3 4 5 Things are brought to my attention when I need it, or I’m challenged in a helpful and appropriate way. 1 2 3 4 5 The coach is open to feedback. When the coach does or says something wrong, he or she apologizes or deals with it appropriately.
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