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CASE STUDIES

A Sample Case Study of Individual and Team Coaching


How we used our Team Coaching approach to develop the leadership competencies of an entire management team.

Situation

Our Client contracted Executive Development Group (EDG) to provide leadership coaching for the General Manager, Operations Manager and Controller in one of its regional locations. While continuing to work with these individuals on a one-to-one basis, EDG’s involvement was expanded to provide a group coaching program for the entire management team.

Management's Expectations
The company wanted EDG to:

1. Identify the root causes of problems that were starting to affect this unit’s performance.

2. Get the team back on track so it could continue to meet its production goals.

Executive Development Group's Challenge
EDG found that problems originated within the management team due to lack of communication among the managers themselves and a lack of understanding of each manager’s individual role and responsibilities within the framework of the company’s overall goals. 

In a series of confidential interviews with each team member, Executive Coach Allen Hatton used open-ended questions to compile a list of important objectives:

Strengthen the understanding of the company vision and goals and the strategy for achieving those goals.
Strengthen the leadership within the company.
Recognize the challenges that the company faces in the next twelve months and develop specific suggestions for meeting those challenges.
Start a dialog on the issues the group needed to talk about but were hesitant to discuss openly.

EDG's Team Coaching Approach
Our objective was to introduce all managers to the Coach Approach—management through leadership and influence rather than traditional “command and control” methods which have lost their effectiveness in today’s workplace. 

Our time-proven, perfected Team and Individual approaches use benchmarking, coach training and follow-up coaching to achieve positive results in a team situation.

Benchmarking
We assessed the needs of the team with a battery of sophisticated measurement tools that gave us a snapshot of each team member’s communications skills and level of competency. The benchmarks established were used to measure improvement throughout the program.

Team members also completed our Personal Communication Statement™ so that other team members could understand how to communicate with one another. This helped to create a safe environment in which communication could take place— an essential element in the success of any coaching program!

Overall, the assessments identified the following issues for team action:

Morale in the organization
Prioritization of realistic goals
Work flow and systems

Coach Training

At an initial meeting, the team discussed the results of the assessment report in order to establish where the team is, where it needs to go and how it plans to get there.

Throughout the coaching program, we worked to develop basic coaching skills so that the team may continue to evolve. These skills included:

  1. Creating a coaching model each team member could use within his, or her, own department.

  2. Coaching the team on how to conduct on-going, performance coaching interviews. (These are NOT the same as Performance Reviews.)

  3. Improving the team’s listening and communication skills using the Coach Approach.

  4. Encouraging open and safe communications between all team members.

Follow-up Leadership Coaching

In order for permanent change to take place, the skills learned must be continued. Our experience shows us that when training is combined with follow-up coaching, the desired results are realized faster and more easily.

Follow-up coaching equips team members with the tools, knowledge and opportunities they need to fully develop their commitment to themselves, the company and their work. This can shift the landscape in the workplace from one where people receive direction from others— to one where people do things because they passionately care about them!


RESULTS
Subcommittees were set up to deal with the various issues within the organization—designed to get everyone communicating outside of the group meetings.
The group established a basis for individual and group accountability—encouraging group members to accept their responsibilities, meet their commitments and report their accomplishments.
Rather than spend too much time on the morale issue, the group decided that they should concentrate on implementing new and less confusing procedures for internal operations—automatically improving morale as a direct result of reduced stress and a smoother work flow.
Prioritization of realistic goals led to the institution of weekly operations meetings to foster communication among the responsible departments.
Group involvement capitalized on the strengths of the management team and also exposed some weaknesses that resulted in personnel changes and immediate savings in excess of $150,000.
The management group now develops policies. This takes much of the day-to-day operational burden off the GM, allowing him more time to focus on leading the company.

EDG introduced a plan for managers to meet and share their direct reports on a regular basis. This will involve the employees in the same way that the managers are involved and give them a sense of empowerment through their ability to participate in their own success. 

Employees are now motivated to perform their duties because they are directly involved in the creation of their own success plan. 

For complete details about bringing our Individual and Team Coaching program to your company, call Allen Hatton at 410-418-8877 or click here to send an email.

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