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Successful Coaching Stories

Case No. 1

Presenting Issue:

Laurie has been a program manager in a social service agency for the past 5 years.  Her job responsibilities included supervising a staff of 6, providing individual and family counseling, and program development.  About six months ago she was promoted to an associate director position in which she was responsible for 12 programs, 36 staff, and the direct supervision of 9 program managers.

Laurie was having some difficulty in the transition from manager to leader. Although she had the ability, she felt tentative about fully embracing what it meant to be a leader.   She came to coaching because she wanted to become more comfortable in a leadership position.  She felt that the skills that had helped her be successful as a program manager were not adequate for this new position, and she wanted some help and direction in enhancing her leadership qualities.

Coaching:

Our first conversations focused on different leadership styles. Her predecessor had a very different style and was extremely successful in the position.  That worried Laurie.  Laurie knew she couldn’t copy her predecessor, but she questioned whether or not she could be successful without employing a similar style.  I asked her to read Leading from the Heart and Women and the Leadership Q to help her understand that there are many different roads to becoming a good leader.   The key was to develop her own style and find her own voice.  I challenged her to step fully into her new role and to trust that she had the right stuff, assuring her that I was there to support her if she were to hit any obstacles.

I also gave her some self-observation exercises.  I asked her to notice times at work that she felt powerful.  What was the situation? What was her response?  What was the response of the other people involved?  Then I asked her to do the same thing in situations when she felt powerless, or ineffective, in her role as a leader.   As we discussed what she had observed, it became clear to her that what caused her feelings of powerlessness was not being true to her own style – of trying to react the way she thought “a leader” should respond, instead of doing what made sense to her.

Once she was feeling a little more solid in her new position, we added flexibility into the leadership equation.  Different situations may call for slightly different approaches, and an effective leader needs to be able to easily read the situation and make the appropriate adjustments.  We used Ken Blanchard’s Situational Leadership paradigm as a model and Laurie quickly became adept at recognizing and using his different leadership styles with the people she supervised.

We would use some of our coaching calls to brainstorm and role play the most effective ways for her to handle some of the trickier situations that arose in her work.  She would then be able to go into the meetings with an arsenal of ideas and actions to utilize if needed.  This helped alleviate some of the worry and helped her gain the confidence she needed as she began to trust her own voice.  Before long Laurie was able to create her own arsenal of ideas and felt very confident about when and where to employ the appropriate action.

Outcomes:

Laurie is thoroughly enjoying her new position and feels very comfortable being seen as a leader.  She has more self-confidence and feels more competent in all situations.  She is clear about what being a leader means to her and she has become a wonderful model for other staff members.  Her positive energy and commitment to being an authentic leader has helped to raise the overall staff morale in her organization.

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Case No. 2

Presenting Issue:

David came to coaching because he wanted to re-design his life. He wanted a better balance between his personal and professional lives. He loved his job, but he realized that in the process of becoming a success in the corporate world, he had neglected all the other aspects of his life. He had let relationships die, ignored self-care, and neglected his personal environment. His work had totally become his life, and he was ready for that to change.

Coaching:

David was a very motivated client.  He came to our initial coaching session with a list of 11 goals he wanted to achieve in the next 6 months and he was very excited and anxious to get started.

The first thing we did was to prioritize David's list.  It was difficult for David to choose his top 1 or 2 goals because he wanted to change everything at once. But he decided to focus on exercising as he thought that might be the easiest goal to tackle. He wanted to get back to his old routine of going to the gym 3-4 times a week.

David was a "doer". That is why he was so successful in his work. But it also how he becomes overwhelmed in life. David and I worked together to slow him down and balance his action-oriented way of being with some self-awareness and reflection practices.

Looking at David's schedule and realizing that exercising had not been part of his routine for quite some time, I suggested that David started with one gym session a week. If he could easily integrate once a week into his schedule, then he could go for twice a week. If, for some reason, he didn't make it to the gym, he was to note what got in his way. Although he thought once a week was a little too easy, he was willing to give it a try.

The first two weeks went well, but by the third and fourth weeks David found himself slipping back into his old ways of being - letting work crowd out his exercise time. At first he thought it was just a scheduling issue, but as we started to look more closely at what was getting in his way, several issues began to surface. One of the issues was a concern that if he took time out of his day to exercise, he was short-changing his work.

David worked in an environment that did not support self-care, so it was hard for him to justify taking care of his needs, even when he did it on his own time. Exercise was important to David, so he was caught in a conflict between what he wanted to do and what he thought he "should" do. He was experiencing resistance because he had two things, work and exercise, competing for his attention. As we worked to find different ways for him to exercise without feeling like he was jeopardizing his work, it was easy for him to implement a regular exercising routine.

Another issue that came up was that David actually didn't like exercising in a gym, particularly if the weather was nice. He would much rather go for a walk, play some tennis, kayak, or go bicycling. He had been hanging on to the belief exercising meant going to a gym. Once he allowed himself to think outside the box and realize that exercise comes in all different forms, it became easier for him to be consistent in exercising because he really was enjoying it.

As we worked together, David began to see that a lot of what was holding him back from living the life he wanted were his own beliefs. Having immersed himself into his work, he had assimilated many of the beliefs and values of his company, his colleagues, and our society. He had lost focus on what he valued and what was truly important to him. A lot of our coaching was spent examining his current beliefs to see which ones were congruent with the life he wanted to create and which ones were holding him back.

Outcomes:

There is no doubt that David's life has become more balanced, although he is the first to admit that it's still a work in progress. He is exercising regularly, eating healthier foods, and spending more time with friends. He claims the greatest outcome for him was gaining the ability to slow down the pace of his life and being more intentional in how he spends his time. Because he is doing more things that he enjoys, work has become less of a stressor for him. He still is working hard, but he also has given himself permission to play a little more. He is having more fun, is more pleasant to be around, and he is finding a new and natural flow of friends entering his life. He feels more empowered and in control of his life, knowing that he now has the power, skills, and resources to change what's not working in his life.

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Case No. 3

Presenting Issue:

Sarah came to coaching because she was extremely frustrated in her job. She wanted to leave, but didn’t know what she wanted to do next.  Sarah was a volunteer coordinator with a small organization and did not feel that her talents were being fully utilized.  She had taken this job because she loved working with people, loved the variety of activities associated with volunteers, and she was excited about the potential of expanding the opportunities available to volunteers.  She had not been able to achieve many of her goals and she was getting tired of trying to make things happen in an environment that she saw as more reactive than proactive.  She was asking me to help her come up with a viable plan of action that would help her to transition from this job to a new job that would be more nurturing and fulfilling.

Coaching:

Before we could take any kind of action it was necessary to clarify just exactly what Sarah wanted to do.  At this point she just knew that she didn’t like where she was, but we needed to look ahead and discover what she did want to do.  What were her skills?  What energized her?  What was important to her?   What did she see as her purpose in life?  I gave her a series of homework assignments that asked her these types of questions.  I asked her to interview 3 or 4 close friends and ask them what they saw as her strengths, skills, and her purpose in life.  I also asked her to begin a sitting practice.  I requested that she sit for 15 minutes a day.  The intent of this practice was to slow Sarah down so that she could gain deeper insight as to what really she truly wanted to do with her life.

We spent several coaching sessions going over the information gathered from all these sources.  It was not a quick process, but it proved to be an extremely useful process.  Initially, Sarah felt that any job had to be better than the one she had, and was impatient to just make a decision and get on with it.  But as she continued with the coaching she began to see that this was a wonderful opportunity for her to take the time necessary to figure out what she would really like to do and then look at the options available to her. 

Sarah worked very hard in this process. She made lists of “pros” and “cons’ of past jobs. She looked at what kinds of environments supported her and what kinds stifled her.  She described what kinds of people she enjoyed working with and the many successes and accomplishments she had had in her life.  She looked at the places in her life where she had stumbled and rooted out the causes.  As we continued to talk and hone in on what was a good fit for her, ideas began to take on a more distinct form and Sarah became more articulate about what was important to her and what she wanted to do professionally. 

Two career possibilities emerged as viable potentials: catering and event planning.  Sarah and I developed an action plan outlining specific steps and a general timeline to use as a guide as she explored these new options. She conducted informational interviews with people in both areas and decided that event planning was what she wanted to pursue. 

Outcomes:

At the end of our coaching Sarah had gained a great deal of clarity about what she wanted her future life to look like.

   She had decided to work for herself or for a small business.

   She decided to initially work part-time during the weekends for an event planner to learn the business and see if this was the right profession for her to pursue.

   She was planning to cut back her current job to 75% within three months so that she would still have some money coming in, but also would have more time to pursue event planning.

   She also realized that she wasn’t in such a hurry to make a change.  She knew that finding the right fit for her may take a little time, but that finding her true passion and purpose would be worth the wait.

   She had a workable action plan that would help her stay on course as she worked towards her goal.

   She felt more in control of her future and she appeared calmer and more fulfilled in her overall life.

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I invite you to browse through my website and learn more about how the coaching process can help you achieve the changes you want to make in your life. If you'd like to talk, just call me at 206-760-0478 or send me an email with your phone number and the best time to call. I look forward to hearing from you.



Mary Ann Bailey, MC
Telephone 206-760-0478
Seattle, WA
Email:
maryann@baileycoaching.com


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