Coaching at UWA Coaching at UWA A quick guide for managers What is coaching 2 What does a coach do? 3 When to coach 4 Prepare for coaching - Setting up the coaching relationship 5 Formal coaching – suggested agenda 6 Ending the coaching relationship 7 FAQs 8 Appendix 10 1 Coaching at UWA 1. What is coaching? Coaching is an ongoing approach to managing people that: creates a genuinely motivating climate for performance improves the match between an employee's actual and expected performance increases the probability of an employee's success by providing timely feedback, recognition, clarity and support Coaching means providing ongoing feedback and support to an employee throughout the year. It gives the employee an opportunity to hear about aspects of his or her performance in "real time" and to play a role in figuring out how to best adopt or modify their behaviour for success. What is in it for me? Coaching provides a number of benefits to UWA, the coach and the coachee. Coachee • Increased: • Performance • Job satisfaction and responsibility • Personal and professional development • Motivation and engagement • Participation in decision making • Visibility, opportunities and exposure to information • Confidence and capability when tackling new tasks Coach • Helps employees to learn rather than teaching them by sharing skills and knowledge • Improves relationships with employees • Increases personal satisfaction • Provides opportunities for delegation and feedback • Recognises all employees, including high performers • Demonstrates desired behaviours UWA • • • • • • • Improved productivity, performance, results, and service delivery Improves communication and relationships Increases employee engagement and reduces turnover Low-risk, cost-effective way to develop our employees’ capability Attracts, motivates and retains high potential employees Provides employees with ongoing support and learning opportunities Supports our strategic objectives to provide an exceptional student experience, research and teaching and community and engagement. More detailed information is available in the Coaching Learning Guide on the HR website homepage 2 Coaching at UWA 2. What does a coach do? A coach at UWA is usually a supervisor / manager or experienced employee with expertise in a relevant field who: Provides direction Assists to improve performance by: o Assessing current capability o Providing feedback o Helping the coachee identify what is needed o Create opportunities to fill capability gaps Open up opportunities Removes obstacles The primary focus of a coach is to assist others to: learn a skill; maximise their performance; achieve their potential Who should be a coach? A coach at UWA can be a supervisor/ manager or experienced employee with expertise in a relevant skill and the ability to pass knowledge on. Additionally they will: Have a good understanding of the coaching process in addition to the variety of styles, skills and techniques that are appropriate to a coaching context Be respected and trusted by their peers Dedicate sufficient time, energy and commitment Be great listeners and responsive to feedback Demonstrate flexibility and adaptability Have an understanding of the potential benefits to themselves in the Coaching relationship Depending on the coaching need, the most effective coach may be the coachees manager, another manager or experienced employee in the University, or an external party. More detailed information is available in the Coaching Learning Guide Also available in the Learning Guide are the following tools which may assist you: o Self-assessment – Active Listening o Coaching self-assessment – Do I have what it takes? An external coaching panel has been established for those employees requiring coaching from an external professional. Please contact your HRBP or Organisational Development for details. 3 Coaching at UWA When to coach – The coaching lifecycle 3. A full coaching lifecycle is available in Appendix One. The need for development via coaching can either be identified by the manager or the employee them self, and should be agreed and documented. The first consideration is whether the coaching should be formal or informal. Informal or Formal coaching? Informal coaching Takes place in everyday workplace conversations. Conversations may be short or long, one-to-one or within a group, task-focused or people-focused Is a way of doing things rather than a clearly defined programme Is no overall beginning and end – is an ongoing process. Conversation is open-ended - goal-setting and review occur along the way as part of a larger process of learning. Formal Coaching The appropriate time to provide or source formal coaching for employees, is when it is identified that the employee: Has a developmental need That is affecting their current project or position; and Is prepared to take responsibility for implementing a solution Formal coaching Takes place during scheduled appointments Has a beginning and end which helps the coach and coachee focus their efforts on achieving the objective(s) within the allotted time. If formal coaching is required, the decision needs to be made as to whether the coaching can be provided internally or an external coach is required. Tools to assist you to make this decision can be found in the Coaching Learning Guide. A full overview of the coaching process is available in the Coaching Learning Guide More detailed information is available in the Coaching Learning Guide Also available in the Learning Guide are the following tools which may assist you: o Assessing coachee needs 4 Coaching at UWA 4. Prepare for coaching - Setting up a formal coaching relationship (internal) There are 2 critical aspects to setting up the coaching relationship 1. Structure of the process Setting the ground rules 2. The coaching relationship itself Building a trusted relationship Active listening Effective questioning More detailed information is available in the Coaching Learning Guide Also available in the Learning Guide are the following tools which may assist you: o Assessing coachee needs o Self-assessment – Active Listening o Coaching session preparation checklist o Coaching Action Plan template 5 Coaching at UWA Formal Coaching (internal) – a suggested agenda for your first 5. meeting PREPARATION – As per preparation checklist INTRODUCTION o Background (make it personal, the success of this will depend on the depth of the relationship formed) o Current role (what you enjoy, what you struggle with etc.) o Why is this relationship important to you? o What are you hoping to achieve from the coaching? RELATIONSHIP DESIGN o What does our relationship need to look like to support this agenda? (openness etc.) o What are we going to commit to? (types of discussion, depth of challenge, personal/ business split) DEVELOPMENT AREAS o Agree key objectives and how you will measure success o Career Aspirations PROCESS DESIGN o What are our ground rules? (Confidentiality, expectations and commitments; Reporting relationships; The way objectives will be agreed upon and measured; How progress will be monitored; Frequency of contact; How, why and when the engagement will come to an end o Explain GROW Coaching approach REVIEW o Initial feedback on how the meeting went (is this the type of conversation I want / need) o Discuss potential agenda / meeting topics for next meeting (networking, conflicts, managing upwards etc.) Explore both parties’ Needs, Interests, Concerns and Expectations – NICE More detailed information is available in the Coaching Learning Guide Also available in the Learning Guide are the following tools which may assist you: o Framework to guide your GROW sessions o Example GROW questions o Coaching session preparation checklist o Coaching action plan 6 Coaching at UWA 6. Ending the formal coaching relationship (internal) Monitoring This involves checking to confirm the coachee is able to apply their new skills and knowledge in their day-to-day work. It is the results of monitoring that will determine whether the coaching process is complete or not. Monitoring is also an opportunity to provide the coachee with ongoing support and, if necessary, to recommend further coaching. Monitoring can take many forms, including: a checklist completed by a supervisor, the coach or the employee recording changes in results collating comments on satisfaction surveys or 360 assessments Concluding coaching Ideally the coaching relationship should come to a natural end when the coachee achieves their goals or feels confident they are able to do so independently. In reality, coaching may end for other reasons. It may be that only a predetermined number of sessions could be held within the time constraints imposed by the organisation, or the coach or coachee may have commitments that need to take priority. Regardless of the reason coaching has come to an end, making time to evaluate the outcomes and planning for the future will prove to be valuable. A three-way meeting between the coachee, the coach and the manager should be arranged to discuss goals, achievements and the way forward. Evaluate coaching experience The coaching experience should be evaluated from three different perspectives. Evaluation should examine the: impact of coaching on the individual impact of coaching on the organisation effectiveness of the coaching. Unlike assessment and monitoring, these outcomes may not be immediately measurable or tangible, but the benefits will still be evident. Use the self-assessment provided to evaluate your success as a coach More detailed information is available in the Coaching Learning Guide Also available in the Learning Guide are the following tools which may assist you: o Self-assessment – How do I coach? o How effective was your coaching? 7 Coaching at UWA 6. Frequently Asked Questions What is the difference between coaching and mentoring? Coaching Mentoring Coaching is task oriented The focus is on concrete issues, such as managing more effectively, or learning how to think strategically. This requires a content expert (coach) who is capable of teaching the coachee how to develop these skills. Mentoring is relationship oriented It seeks to provide a safe environment where the mentee shares whatever issues affect his or her professional and personal success. Although specific learning goals or competencies may be used as a basis for creating the relationship, its focus goes beyond these areas. Coaching is short term A coach can successfully be involved with a coachee for a short period of time, maybe even just a few sessions. The coaching lasts for as long as is needed, depending on the purpose of the coaching relationship. Mentoring is always long term Mentoring, to be successful, requires time in which both partners can learn about one another and build a climate of trust that creates an environment in which the mentee can feel secure in sharing the real issues that impact his or her success. Successful mentoring relationships last nine months to a year. Coaching is performance driven The purpose of coaching is to improve the individual's performance on the job. This involves either enhancing current skills or acquiring new skills. Once the coachee successfully acquires the skills, the coach is no longer needed. Mentoring is development driven Its purpose is to develop the individual not only for the current job, but also for the future. This distinction differentiates the role of the immediate manager and that of the mentor. It also reduces the possibility of creating conflict between the employee's manager and the mentor The coachee's immediate manager is a critical partner in coaching. She or he often provides the coach with feedback on areas in which his or her employee is in need of coaching. This coach uses this information to guide the coaching process. In many cases, the coach my in fact be the manager. The immediate manager is indirectly involved Although she or he may offer suggestions to the employee on how to best use the mentoring experience or may provide a recommendation on a good match, the manager has no link to the mentor and they do not communicate at all during the mentoring relationship. This helps maintain the mentoring relationship's integrity. When should I consider coaching? When an employee needs to develop a specific competency, using performance management tools and involving the immediate manager When you have a talented employee who is not meeting expectations When a leader needs assistance in acquiring a new skill as an additional responsibility When should I consider mentoring instead? When we need to develop employees to remove barriers that hinder their success When we are looking to more completely develop employees in ways that are additional to the acquisition of specific skills/competencies To create a workforce that balances the professional and the personal Should my coach be an internal or external person? 8 Coaching at UWA This will depend on your coaching need and should be agreed with your manager before the coaching relationship is established Can a Coach advise on training?" A coach can discuss your development and suggest areas for future development but cannot authorise training. It is the responsibility of the coachee to follow up on development actions agreed at meetings (unless you direct manager is also your coach) Note, development need not always mean formal training - it can occur on the job through one to one coaching with a manager or external coach. How often should I arrange to meet my coach and how long should the partnership continue? Both parties agree the length/ frequency of meetings and, if using an external coach, your manager must agree the budget / cost We recommend a meeting of one hour every 4-6 weeks. The partnership can be as short or as long as necessary to meet the needs. We recommend no longer than 8-10 sessions Are coaching meetings confidential? Any communication or involving of others should be agreed by both parties. Can I choose my own Coach? The coachee should identify a suitable coach in the first instance. It is recommended that the coachee, the prospective coach and the coachee’s manager discuss the coaching need, agree the feedback loop between the 3 parties, and agree the costs if required. Where the coachee is unable to identify a suitable coach, they should speak with their manager and/ or their HR Manager for suggestions. Do I keep the same coach even when changing roles or location? We recommend that you maintain your coach for your agreed number of sessions as they will provide consistency and be able to help you through the inevitable learning curve. What if I am unhappy within the coaching relationship? We may not always prefer developing relationships with certain individuals. In some cases, this can be caused by problems outside of the coaching relationship. It can be a great learning process for both parties to work through coaching relationship issues. Address issues as they arise – don’t let them fester. Please talk in confidence to your HRBP. 9 Coaching at UWA 7. Appendix 1 - Coaching Lifecycle End Coaching relationship 1 Determine need for coaching Informal or Formal? 5 Provide coaching GROW model 2 Coaching Find coach Internal or external? 4 3 Prepare for coaching Coaching panel 10 Coaching at UWA 8. Appendix 2 - Provide the coaching - the GROW model What is the GROW Model? The GROW model is a well-established approach to coaching which provides you with the necessary tools to effectively conduct your coaching sessions. It directs the coachee to focus on “resolving” challenges they face around goal setting, problem solving, and provides them with opportunities to improve existing skills and knowledge. Goal Setting both shortand long-term goals Reality clarifies and explores the current situation Options identifies and evaluates alternatives and options available Wrap-up / Will do sets agreed actions and timelines • provides direction for coaching sessions • ensures both you and the coachee clearly understand expectations • provides an opportunity to improve motivation and is a forum for feedback • outlines SMART goal objectives • to solve a problem by fully considering the starting point, and identifying missing information needed to solve the problem effectively • encourages objective evaluation of the current situation (such as facts, figures, incidents, resources etc.) • clarifies the reality of the coachee, rather than your personal interpretation • guides the coachee to identify what is actually happening, instead of what they want or think is happening • contributes to a shared understanding of the current situation, allowing you both to move forward. • to brainstorm as many alternatives/options to the problem as possible, without jumping into solution mode first • creates an environment where the coachee feels safe enough to express their thoughts and ideas, without judgment • assists in identifying possible solutions (and limitations), following option exploration • creates a higher level of commitment by the employee, as while you may offer suggestions, your goal is to let the coachee offer their ideas first and let them do most of the talking. • coachee now has a good idea of where to start and how they can achieve their goal • to get the coachee to commit to specific actions which helps them to establish their commitment and motivation • provides an opportunity to write detailed action plans so they are prepared and committed to implement it • encourages the coachee to wrap-up the coaching dialogue further increasing their commitment • you feel comfortable with your coachee’s understanding of the way forward 11 Coaching at UWA Notes 12
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