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Maintain Confidentiality in Executive Coaching While Ensuring Return-on-Investment Premium Content

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Friday, July 14, 2006 - by Avi Singer

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According to a recent Harvard Business Review article, annual spending on executive coaching among U.S. organizations has exceeded $1 billion annually. Yet at the same time, specific information about coaching's effectiveness is scarce and unreliable. It has yet to be demonstrated conclusively what qualifies an executive coach or what makes one approach to executive coaching better than another. Frequently, organizations fail to establish contracts or methods to define expected results from coaching engagements.

One of the greatest advantages of hiring an external coach is the confidentiality of a third party and the opportunity to speak one's mind. Almost all coaching relationships are created and maintained with the caveat that the relationship is confidential. Without specific knowledge of the content of the coaching sessions, how can managers ensure that the coaching relationship their employee is engaged in will ultimately produce results? What kind of information can and should managers expect? How can managers effectively monitor the coaching process while respecting the confidentiality of the relationship?

Establishing the Need

The first step is for the manager and their employee to agree on the specific behavioral change or changes that will be targeted. 360-degree feedback tools, Myers Briggs tests, or a similar feedback instrument often identifies these. The targeted behavioral change must then be attached to a specific business-related outcome. For example, "Jim will learn effective delegation skills that will result in a 20-percent increase in productivity by the end of the third quarter."

Once a need has been identified and the expected outcome has been established, managers do not need to necessarily know the content of the sessions. Success can be identified by a quantifiable, business-related measure, a much safer area for open dialogue. Discussions between the manager and coach or manager and employee can be focused on business related outcomes, not on behavioral changes.

Finding the Right Coach

Business knowledge, personality, experience, and previous success are all important ingredients in a coach. However, finding the right coach for the identified need needs a greater level of analysis. Managers should be comfortable interviewing and asking potential coaches specific questions about previous successes.

Experienced, qualified coaches should be able to answer specific questions and be willing to establish the new relationship with these very same criteria. Coaching without properly identified criteria for results often will result in a relationship without the manager's involvement. It leaves the coach and employee with little content to safely discuss with the manager.

Establishing the Relationship

The coach, employee, and manager should meet at the outset to determine the relationship boundaries. Length, timing, responsibility for results, and confidentiality are just some of the parameters that, once set, will help communicate results during the process. In addition, a method for communication should be determined. Some of the options could include in-person meetings with the manager or monthly written reports providing insight on how the sessions are progressing toward the goal.

Once objectives have been set, periodic milestones should be determined. Managers can be informed when and how the milestones have been reached, allowing the manager to recognize progress. Predetermined meetings help avoid the challenge of having the manager try to understand progress and at the same time maintain confidentiality.

Ending the Relationship

One of the most important determinations in any coaching relationship is, "How will we know when we are done?" This can be a specific predetermined time or a method of identifying that objectives have been reached. Many organizations allow coaching relationships to drag on far beyond the period of productivity. Either the objectives already have been accomplished or, if not, there is no reason to continue the relationship. Ending the relationship at a predetermined time will alleviate any hard feelings that either the coach or employee may have if the relationship ends abruptly. Once the date or objective has been reached, the coach, manager, and employee can re-evaluate the employee's objectives and decide if there is further need for the relationship.

Taking these considerations into account before beginning any formal coaching relationship will allow for clear lines of communication and an ongoing sense of progress. Confidentiality will be maintained, while information is shared openly and consistently. Organizations will be able to monitor their investment and ensure the significant returns they expect.

Maintain Confidentiality in Executive Coaching While Ensuring Return-on-Investment

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