7 Steps to Effective Coaching

There are times when I want to start new projects, but I hesitate because I am afraid I won’t know what to do. I felt this way for a long time when all of the social media platforms started popping up. Everyone was creating their brand, it seemed simple and fun, but I didn’t want to look silly if I couldn't figure it out. I didn't know what to do, so I sat on the sidelines at first and watched rather than jumping in and learning.

I originally felt the same way about this blog. For over a year, I wrestled with the idea. Should I start blogging? What would I say? What would other people think about what I had to say? All of this negativity swirled around in my mind.

Then one day I listened to a podcast by Michael Hyatt. I remember Michael saying “Stop thinking about it and start doing it." He gave some simple steps that I followed to start my blog. And here I am today and have been for many years now. Those steps gave me the confidence I needed to start something I wanted to do.

I started thinking; There are probably people out there that have this similar problem. Maybe there are people hesitant to coach others simply because they don’t know where to start. Maybe this is you. If only you had an outline of steps to take that would give you the confidence you need to do it, right?

Then I stopped to reflect on what I do when I get a coaching client for the first time and I outline the major ingredients that go into every coaching engagement that I do. My recipe for a successful coaching engagement is explained in the 7 simple steps below for you to follow, so you can try putting them to practice.

I personally think this model is transferable. So whether you are a professional coach, a supervisor of employees or even a parent coaching a youth soccer team, following these 7 steps can mean a world of difference for your outcome of being successful.

7 Steps to Successful Coaching

  1. Begin with an open mind.

    Coaching never begins in a vacuum. We all come into coaching relationships with biases. Coaches must come to clients with an open mind. The client must be seen as being a whole and healthy person. While there are times when you will have received information from others, focus on what the client is saying to you.

  2. Get to know your client.

    It is hard to coach someone without knowing more information about the client. Find out more about who they are, what they do, their life story, and what they hope to accomplish. Consider putting together a series of questions that could apply to any client that you serve. Personally, I use multiple types of personality assessments with my clients.

  3. Confirm with the client.

    It is always important that you validate the collected data with the client. You want the client to be confident that you understand their perspective on what is happening, why they did what they did, or what is the genesis of how they are thinking or feeling.

  4. Compare the data to a standard.

    Once the client agrees with the collected data, you'll compare it to an acceptable standard. The client must agree that the standard is acceptable. If they do not, then the data may become meaningless because the objective of what the data revealed could become irrelevant.

  5. Identify gaps.

    Gaps are the space that exists between the client's current behavior and the agreed-upon standard. They are the difference between where the client is now and where they would like to be in the future. It is useful to talk these gaps out and to get examples of where they have taken place. Coaches should always be looking for gaps between current and expected performance.

  6. Set a plan to close the gaps.

    When planning with your clients, develop a simple plan that is laser-focused on one or two items. When we give people too much, we lose focus and the person runs the risk of being overwhelmed. When examining performance standards I use the “Stop/Start/Continue” model. Here's how it works:

    • What behaviors do they need to stop?

    • What behaviors do they need to start?

    • What behaviors need to continue?

    Do not shortchange the "continue" aspect. Often when they stop and start a few simple things, people will see a dramatic change. Most of the time they are doing a lot of things right, and you want to encourage them to continue those.

  7. Establish a date to follow up with them.

    It is my opinion that this step is where most coaching fails. There is no date set to follow up, no check-ins scheduled to see how the person is doing, and little to no interaction at all once a plan is put in place. Follow-up with those you are coaching is probably the most important part of the coaching relationship. I recommend scheduling all follow-up meetings with your client at the end of each of your sessions together. This will enforce some accountability on their end and help you maintain the relationship.

Coaching is a valuable skill for helping others become the best person that they desire to become. Coaching skills are important tools that anyone in a leadership position needs to possess. Coaching is the transportation vehicle that you use to help an idea become a behavior.

Homework

  • Identify a person in your life who needs your coaching, or better yet someone who is already getting your coaching.

  • Think about whether you have followed all 7 steps explained above to have successful coaching within that relationship.

  • Are there any steps that you have missed?

  • How can you use these 7 steps to coach yourself to improve your own coaching outcomes?

Feel free to share your experiences.