As our business continues to grow, we are very excited to welcome Chris Gentile to the team as Director, Strategic Partnerships & Accounts. Chris joins us from the Smith School of Business at Queen’s University, where he managed client relationships for customized executive education programs – many of which were delivered in partnership with Third Factor. Before Queen’s, Chris oversaw strategic partnerships at EF Education First, a private education firm focused on developing professionals through educational travel. Chris holds a Bachelor’s degree from the University of Toronto, and a certificate in Adult Learning & Development from the Ontario Institute of Studies in Education (OISE) at UofT. Chris has shown a true passion for helping organizations develop their workforce for the future and working with thought-leaders to develop innovative solutions that drive lasting change. We’re excited to see him continue to build on his success with Third Factor. In the midst of rapid expansion and a shift to a remote-first environment, retail consulting and technology company, Orium, partnered with Third Factor to give its leaders a framework and skills to lead with its values. Twenty-four of Orium’s leaders participated in a total of three days of training, leading to an uplift in engagement among leaders and their teams, and enabling the organization to navigate the pressure that comes with doubling in size. Click here to read the case study.

New manager development programs are often a surprising “problem child” in the Learning & Development portfolio.

The recent Association for Talent Development (ATD) report sponsored by Third Factor, “New Manager Development: Building a Foundation for the Future,” highlights a critical gap: while 70% of organizations have new manager development programs, most fail to realize their full potential with 77% reporting only moderate success or worse.

16% success rate
Successful
Unsuccessful
No program

Helping new managers transition from individual contributor to people leadership roles is vitally important for the performance of not only those managers but everyone that reports to them as well. But with the large population of managers in most organizations, Learning & Development (L&D) is often tasked to execute these programs at scale and on a shoestring budget. Add in the time pressures on new managers, and it can feel near impossible to deliver impactful leadership development programs for this audience.

We know how challenging this mandate can be, so we’ve collected some practical strategies from leading organizations that we partner with to help get the value out of your investment in new manager development.

Leadership at the Helm: Building Top-Down Support

The ATD report underscores the importance of senior leadership in new manager development. Most of the organizations surveyed indicated that a lack of either resources, senior leadership support, and/or prioritization were challenges to training new managers. So how do you build that critical support at the top of the house?

01.

Pick your moment and leverage business needs to advance new manager training.

02.

Enlist your partners to sell your vision for new manager training internally.

03.

Get senior leaders directly involved in training to underscore its importance.

First, pick your moment. When organizations make significant investments in new manager development, it typically comes at a time when there is a clear business need – for example, a new strategy, a culture transformation, declining engagement scores, or high turnover. Use these windows of opportunity to demonstrate how Learning & Development can help turn conceptual business plans into real action by driving the right behaviors in managers.

Second, enlist your partners. You need every tool in your arsenal to build the strongest business case to senior leaders for investing in new manager development. Involve HR or internal business partners as well as your third-party vendors to help demonstrate to senior leaders the value and expected outcomes of these programs. Hearing directly from your leadership team about a strategic transformation they are driving from transactional to advisory services, for example, will enable your vendors to design programs that directly support those needs.

Finally, start small and get senior leaders directly involved. One L&D team that we work with is driving a multi-year rollout of a two-day in-person program to help managers build coaching skills – a significant investment of time and resources. But it all started with just one session focused on the C-Suite team. Through that firsthand experience, the CEO and his team became passionate champions of the program. They not only committed to funding a broad program rollout, but the CEO now speaks directly to every cohort of managers that goes through the program. His involvement sends a strong message about his commitment to manager development and also reinforces the connections between the content and their business priorities.

Balancing Learning Formats

Training a large population of new managers can be costly. For many organizations, it’s just not feasible to offer in-person experiential learning programs to all new managers.

In fact, the ATD report notes that asynchronous learning channels are the most common offering made available to new managers. We often hear from L&D leaders about the benefits of asynchronous learning for creating custom learning pathways and offering flexible programs that work around the busy schedules of new managers. Yet there is always a desire to incorporate some of the benefits of live, in-person learning experiences as well.

Increasingly, organizations are looking at blended learning formats to provide the scale and cost effectiveness of asynchronous learning but with some of the human connection and energy of live or in-person programs.

A financial services company that we partner with offers an asynchronous program that enables managers to learn coaching skills through a series of self-paced videos. But to enhance the experience through peer support and live discussions, managers are placed into learning cohorts that proceed through the program as a community. A live virtual kickoff provides context about the program, introduces managers to others in their cohort and builds energy around the learning journey they are about to start on. Midway through the program, cohorts reconvene for a live application lab to work through any questions and challenges as they start applying the skills in their work environment. And upon completion of the program, managers have access to 1:1 coaching and a library of resources to support ongoing skill development and application.

“The most successful new manager development programs that we see always place a strong focus on practical application.”

Whether asynchronous, in-person, or a blended format, the most successful new manager development programs that we see always place a strong focus on practical application. New managers are often completely underwater balancing their priorities of delivering results while also developing their people.

In fact, time constraints on new managers were the most common challenge cited in ATD’s report. Most new managers simply don’t have the time, energy, or interest to dive deep into theories on motivation and performance. Instead, they need a few practical tools that they can implement immediately, opportunities to practice new skills, and strategies to focus on actions that will have the greatest impact so that they see immediate results and build confidence.

Measuring What Matters: The Art of Success Metrics

You’ve heard it a million times – “how are we measuring the impact of this program?” When it comes to reallocating investment or cutting costs, new manager development programs are an easy target if they can’t demonstrate impact. Effective metrics not only demonstrate program effectiveness but also ensure the program remains relevant, impactful, and aligned with evolving business priorities.

ATD’s report highlights a similar issue: 87% of respondents cite a lack of metrics to track the program’s results as a challenge to new manager training. While most organizations do assess program effectiveness, many focus on participant satisfaction and use informal conversations rather than quantitative or outcomes-based measures. So how can you incorporate impactful metrics without creating an overly complex science project?

Most important is systematizing and quantifying participant feedback with a short, standard feedback form for every participant to complete. In our experience, taking a few minutes to do this at the end of sessions before participants return to their other work is the best way to drive response rates and specific feedback. In addition to participant satisfaction, include one or two questions tied to target outcomes – for example, participants’ confidence in their ability to apply the skills in their daily work.

With a basic feedback system in place, start looking at longer-term metrics and impacts. A large energy organization that we work with administers a final survey approximately three months after leadership development programs on how participants are applying their learnings and the resulting business impact of those actions. These concrete examples offer powerful impact stories that are highlighted to the company’s most senior leaders.

Another financial services organization surveyed the direct reports of program participants and found that more than 85% noticed an improvement in their leaders after completing the manager development program – a metric that helped build ongoing support and expansion of the program.

Transforming Insights into Impact

As the ATD report highlights, new manager development programs are a critical aspect of the L&D portfolio and yet there are very real challenges to making them effective and impactful. These strategies offer a blueprint to help ensure the investment in these programs delivers real value for the business and for your people.

Seizing the Opportunity in Wealth Management

Wealth management is undergoing an epochal change with an $84.4-trillion wealth transfer at stake. The hearts, minds and wallets of the next generation will go to firms that can:
  1. Level up field coaching and enable advisors to have new and more uncomfortable conversations
  2. Up-skill advisors to manage bigger teams with a diverse range of experience
  3. Become exceptional matchmakers using psychometric data to create winning advisory teams
In this webinar, Third Factor CEO, Dane Jensen, will outline how to make the move from investment advice to "Personal CFO" using examples from our work with some of North America's leading wealth management firms and based on the whitepaper he co-authored with Third Factor Principal Trainer, Garry Watanabe.. You should attend if:
  • You're responsible for leadership development or change management within a wealth management organization
  • You need new ideas for up-skilling advisors to engage in new conversations and navigate the changing industry landscape
  • You're looking for innovative solutions to enhance the succession planning process
  • You want to learn more about how top wealth management firms are navigating the fundamental shift in client preferences

Seizing the Opportunity in Wealth Management


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About the presenter: Dane Jensen is the CEO of Third Factor, the author of The Power of Pressure: Why Pressure Isn't The Problem, It's The Solution, an acclaimed speaker, an instructor at Queen's University and the University of North Carolina, and a regular contributor to Harvard Business Review.
Sitting across the table in an office in central Manhattan, a top financial advisor with one of the world’s largest wealth management firms didn’t mince words: “The investment business is dead. I want to be my clients’ life coach and personal CFO.” It was a provocation, but one that gets at the heart of the epochal shift happening in wealth management. For the affluent and high net worth segments, what was formerly a transactional business rooted in investment tips is rapidly shifting to an advisory business rooted in planning for a life well-lived. The stakes are well understood: firms that can make this shift at scale faster and better than their peers will emerge as winners in a once-in-a-lifetime $84.4-trillion intergenerational wealth transfer. Those who can’t make the shift will be forced to compete with increasingly capable, low-cost transactional platforms.

Having different conversations

At the heart of the transition is equipping financial advisors with the skills, technology and resources to have different conversations with their clients.

"The top advisors are doing something totally different," shared one manager. "No one wants your opinion on "which stocks should I buy right now?" Instead, success increasingly hinges on an ability to execute four categories of conversation – which tend to be progressively less comfortable for advisors:

Conversation 1: Help clients articulate financial goals

e.g. "I want to retire in 30 years with a $200k annual income" – and then develop a plan to reach those goals that leverages the full balance sheet – cash management, investments, and debt. In almost all firms, these conversations are supported by planning tools that advisors have access to but the comfort level with discussing cash management and debt is often not as high as with investments.

01

Conversation 2: Surface potential derailers

e.g. "what if you are incapacitated and unable to work?" – and help mitigate them by using insurance and other risk management tools. These conversations can be risky themselves. As one executive struggling to get advisor uptake on insurance put it: "advisors often don’t want to get caught in a conversation that creates more fear than hope."

02

Conversation 3: Navigate inter-generational matters

Estate planning, tax, and financial literacy skills for the next generation. Beyond the unique expertise required to navigate these areas, these conversations can be infused with inter-family tension, especially when a prized asset like a cottage hangs in the balance. No client wants the transfer of their wealth to result in rifts amongst their children. As a result, advisors are sometimes hesitant to insert themselves into what feels like a fraught discussion.

03

Conversation 4: How to lead a life well lived

The best advisors provide access to expertise and experiences that support clients in living long, meaningful, healthy lives that allow them to enjoy the benefits of their financial freedom.

04

Taking stock of the list above can be overwhelming. “What is most different from three years ago,” shared one advisor, “is the amount of things you need to know – from planning, to asset management, legal, mortgages, insurance, and so on.” And sitting above the array of new technical and product expertise is a heightened level of conversational skills required to build client relationships in which individuals feel safe to discuss highly personal matters – hopes and fears that they often have not shared even with their family or close friends.

Better conversations at scale

In every wealth management organization, there are high performing advisor teams already having these conversations with their clients. The challenge is doing it consistently and at scale. Even planning conversations, the first and most straightforward of the four categories above, are not yet happening with consistency. As of 2023, JD Power reports that only 57% of full-service wealth management clients say they have a financial plan in place. So how do we scale excellence? Our experience points to three key leverage points for seizing the opportunity:

01.

Level up field coaching to both role model the new kinds of conversations we want advisors to be having with their clients, and to surface and overcome barriers to the adoption of new products and technology.

02.

Equip advisors with the leadership skills to manage bigger teams.

03.

Become exceptional matchmakers to team up advisors with complimentary businesses and skill sets.

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Want something more substantial? You can also download the full whitepaper.

LEVELING UP FIELD COACHING – FROM DASHBOARDS TO BEHAVIOR CHANGE

Just as client conversations are shifting from transactional to advisory, so too must internal coaching. In their conversations with advisors, field managers are the critical role model for the types of curious, developmental conversations we want advisors to have with clients. Historically, field coaching has been dashboard driven – focused on identifying and rewarding high performers and highlighting areas of under-performance to those lagging. As advisors are asked to have new and more uncomfortable conversations with clients that touch on planning for death or disability, surfacing hopes and fears, and shaping legacy – simply highlighting metrics and asking for ‘more’ is not sufficient. Similarly, driving technology adoption at scale in wealth management is not like rolling out a new, mandatory operating model at McDonald’s. As one consultant put it: “this is an incentive-based business, not a rules-based business.” Field leadership plays a crucial role in helping advisors see the value in new technology and understanding the role it can play in enabling their success, and that of their clients. To drive new conversations and speed adoption of new technology, field managers need the coaching tools to go beyond dashboard metrics to get at the underlying drivers and blocks of behavior change. This requires equipping field managers with:
  • Strong relationship building skills – in the high autonomy environment of wealth management, the strength of the relationship determines the level of influence.
  • A deeper understanding of what drives behavior change (or resistance) – managers need to have a mental model of where resistance comes from and how to overcome it. This is what allows them to be curious rather than judgmental in the face of push-back and dig deep to understand the block they need to remove to change behavior.
  • Exceptional questioning, listening and curiosity skills – finally, helping field leaders strengthen their ability to have discovery conversations that seek to understand advisors’ hopes and fears rather than ‘objection handle’ their concerns. Again, this provides role modeling for the types of client conversations we aspire to have.
In our experience, building these skills is best accomplished by identifying an initial cadre of field managers who have both the interest and capacity to become stronger coaches – and investing disproportionately in their development. The results driven by this group can serve as a strong incentive for other managers, and the individuals targeted can serve as internal champions. For example, in one organization we work with, 17 branch managers were nominated by their regional directors to receive extra training and 1:1 support from a master coach for a 12-month period.

EQUIPPING ADVISORS TO LEAD BIGGER TEAMS

A survey of the conversations advisors are being asked to navigate makes it clear that no one has the skills to do it alone. World-class advisory is a team sport and organizations need to support advisors in building larger teams with a diverse range of expertise that cuts across debt, insurance, estate planning and more – with the client service, risk, and back-office functions to support it all running smoothly.
“Advisors all want a team – but they don’t want to manage a team.”
From the advisors’ perspective, downward pressure on fees means they need bigger teams to serve more clients in order to make the same compensation. And bigger practices are more highly valued when the time comes for an advisor to sell their business down the road. It seems like a win-win. And yet, as a seasoned coach to financial advisors put it, “advisors all want a team – but they don’t want to manage a team.” Most advisors pride themselves on their subject-matter expertise and their relationship and selling skills. Managing a team and dealing with the administrative burden from growing headcount is rarely aligned with their areas of core competence. And while some of these responsibilities can be delegated to an office manager, ultimately the leader is responsible for building a compelling vision and team culture that attracts and retains top talent. More consistent success with creating bigger teams requires that organizations help advisors build people leadership skills. High performing advisors will not get committed to doing things they don’t feel competent at. Training for advisors must go beyond product, sales and client service skills to encompass setting them up for success with ever-growing teams.

BECOMING EXPERT MATCHMAKERS TO TEAM UP ADVISORS

Finally, beyond equipping individual advisors to grow their teams, firms must become experts at developing a repeatable model for combining the practices of individual advisors into teams with multiple advisors.
“Advisors with different backgrounds and skills produce the best performance when teamed up, but those differences can also produce tremendous friction.”
Research by McKinsey has shown conclusively that “team-based wealth management advisors outperform sole practitioners on almost every metric.” Specifically, teams in which the advisors bring a diversity of skills and backgrounds produce the best advisor team performance. Beyond performance, teaming up advisors also provides more redundancy, allowing advisors to live more balanced lives, and aids in succession planning – a critical priority as a generational shift occurs over the coming 10-15 years. Accessing these benefits is easier said than done. Advisors with different backgrounds and skills produce the best performance when teamed up, but those differences can also produce tremendous friction and lead to combustion that is both costly and demotivating. To access the advantages of team performance, wealth management organizations need to bring science to the art of matchmaking to achieve a higher hit rate and fewer blow-ups. This requires:
  • Using psychometric data, not just business data, to identify strong teams – two practices may look like an obvious match based on their client lists but be unworkable due to the personalities of the advisors. Using psychometric tools gives organizations a clearer, data-driven view of whose distinct styles will be complimentary vs. combustible.
  • Having tough interpersonal conversations up front – using the same psychometric data, organizations can increase eventual success rates by having tough, data-driven conversations up-front that surface and plan for likely sources of conflict based on each advisor’s unique style.
  • Building the skill of collaboration – collaborating with someone different than you is a learnable skill that can be improved with practice. Providing advisors with up-front models for working through conflict and effectively working together can head off potential derailers down the road.
There has never been a moment of so much opportunity and risk in the wealth management industry. The firms who can pair a team-based structure with high quality field coaching and technology that enables advisors to confidently broaden the conversations they have with clients are those who stand to gain from volatility and win the hearts, minds, and wallets of the next generation.

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About the authors

  • Dane Jensen

    Dane is the CEO of Third Factor, an acclaimed speaker, instructor at Queen's and UNC, and a regular contributor to Harvard Business Review. Learn more

  • Garry Watanabe

    Garry is an expert on coaching and performance psychology with a wealth of experience working under peak pressure in both business and sport. Learn more

Take this whitepaper to go. Download the PDF.

At a glance:

Third Factor has partnered with the Association for Talent Development (ATD) on exciting new research that reveals how organizations approach training for new managers. The report draws on a sample of 287 organizations seeks to understand why organizations do or don’t invest in training for new managers, how new manager training is approached, and the common trends in the most successful new manager development programs. In today’s rapidly evolving business landscape, the importance of new manager training is highlighted by a notable statistic: 70% of organizations have a development program for new managers, and among those without, 54% plan to introduce one within the next two years. This trend underscores a growing recognition of the crucial role new managers play in organizational success. However, transitioning from an individual contributor to a managerial role is a journey filled with challenges. Managers must not only manage tasks but also lead people, a shift that requires a fundamentally different skill set and mindset.

Successful new manager training programs can be hard to come by

While about a quarter of organizations consider their programs extremely or highly successful, another quarter view them as only slightly or not at all successful. This suggests a broad spectrum in the effectiveness of such programs across different organizations, highlighting the need for tailored approaches and continuous improvement in managerial training practices. It underscores the importance of not just having a training program in place, but also ensuring its relevance, effectiveness, and alignment with organizational goals. The good news is that the report shows 78% of organizations actively measure the success of these programs. The most common method used is assessing participant satisfaction. However, high-performing organizations often go further by evaluating long-term impacts such as the retention rate of managers and their contribution to organizational performance. This approach underscores the importance of not only implementing development programs but also rigorously assessing their outcomes to ensure they meet organizational goals and contribute to long-term success.

Performance and culture are the most desired outcomes

When developing training programs for new managers, organizations are unsurprisingly focused on performance – but the question of whose performance is most important raised our eyebrows. While 85% of organizations want their new manager development programs to enhance individual performance, only 62% include team performance in their goals. While enhancing a manager’s skills is essential, it’s crucial to recognize that a manager’s success is inherently tied to their team’s performance. Focusing solely on individual managerial skills without equally emphasizing team leadership and development can create a disconnect. This approach may lead to managers who excel individually but struggle to foster a high-performing team, ultimately impacting the broader organizational effectiveness. Fortunately, continuity of organizational culture and values is also a top outcome for new manager development. Some 69% of organizations rely on new manager development programs to ensure that leadership is aligned with the core principles of the organization. This alignment helps in maintaining a consistent organizational ethos, which is essential for long-term success and identity.

The most important skill for new managers? Communication.

The skill new manager training programs focus on above all others is communication, with 93% of organizations prioritizing this in their development programs. In our 3×4 Coaching program, we teach that coaches use four key communication skills to develop their people: questioning, active listening, feedback, and confronting. Feedback also made the list of skills, with 92% of new manager development programs dedicating time to giving people information about their performance. While performance management (91%) is another top focus area, the communication skill of confronting didn’t make the list. Questioning, listening and feedback are useful and necessary skills, but aren’t always the best tools when a valued performer needs to make a non-optional change to their behaviour. Teaching new managers skills for managing challenging conversations is a worthwhile investment. Giving younger leaders the opportunity to learn and practice the skill means they will be better prepared to confront problem behaviors when they reach a more senior position. By thinking of communication skills for new managers as an investment in the future, organizations can strengthen their entire leadership pipeline.

Finding time is a top challenge in training new managers

The primary challenge in this developmental journey, as reported by 91% of organizations, is the lack of time for new managers to participate in training programs. It’s no secret that new managers are expected to hit the ground running, often having been selected for their aptitude for the role and prior success in a non-leadership role. The rub is that the bias toward execution, rather than leadership, is actually counterproductive. While managers at this level need to be adept at leading their people while being responsible for their own work product, putting emphasis on the former in the earliest days could set them up for a career-long belief that their individual productivity is more important than that of their team. This misprioritization can also lead to a situation where managers are underprepared for their roles. Moreover, the pressure of managing operational tasks while also trying to develop people management skills can lead to burnout and decreased effectiveness. Just as new managers need to skillfully coach their people in the flow of getting things done, their own leadership training needs to happen in the flow of work. Training programs need to be flexible and easily integrated into the daily workflow of new managers. This might involve bite-sized learning modules, on-the-job training, and leveraging technology for accessible and engaging learning experiences. Additionally, creating a culture of continuous learning and providing ongoing support and resources can help new managers adapt to their roles more effectively and efficiently.

Equipping new managers for success

The research from Third Factor and the Association for Talent Development presents a valuable opportunity for improvement in new manager training. This study offers a roadmap for organizations to refine their leadership development strategies, emphasizing the integration of training into daily work, a comprehensive focus on communication skills, and prioritizing team success alongside individual performance. By embracing these insights, organizations can significantly enhance their outcomes, nurturing leaders who are well-equipped to meet the challenges of the modern business world. You can download the full report from the ATD website.

Hybrid work can be a great model for people who are established in their careers, but it presents unique challenges for those just starting out. Early career employees don’t have the same opportunities to observe the workplace culture and leaders often struggle to provide frequent, specific feedback when not working in the same physical space.

So how will we lead this generation just entering the workforce, for whom “hybrid work” is not even a relevant term because it is the only style of work they know? Effective coaching needs to be part of the DNA of how we lead people now. In practical terms, it involves making the culture visible, creating opportunities to observe performance, and establishing systems to bridge the gap between in-person and remote work in a way that builds trusting relationships.

Make the culture visible

George Bernard Shaw famously noted “the single biggest problem in communication is the illusion that it has occurred.” Early in our careers, workplace culture and the nuances of professional life were communicated to us mostly by simply being in the office. We saw how people interacted outside of meetings and we overheard the words they used with their leaders. Through observation we formed images in our minds that we could then emulate.

It is easy to expect that employees entering the workforce today will similarly absorb these indirect messages. But with fewer opportunities to observe how things work, early career employees are left to make many assumptions about how to successfully navigate a new organization. Compound this with the tremendous ambiguity that remains around so many aspects of hybrid work, and you are likely to run into issues.

One of the greatest coaches we worked with, Jack Donohue, spoke of the need to build sharp clarity before we can offer effective feedback. People cannot do things that they cannot imagine. We need to break down vague concepts such as “flexible work,” “professionalism,” and “remote collaboration” into specific behaviours that people can see in their mind. Perhaps on your team “flexible work” really means that all team members are online and available between the hours of 10am and 3pm, their MS Teams status is always kept up to date, and the entire team is together in the office between 9am and 5pm on Wednesdays. Drilling down to this level of specificity is necessary to build the clarity that will enable early career employees to succeed.

Create opportunities to observe performance

When I was on my first project as a new management consultant, I was tasked with completing the analysis of a large data set. It was a steep learning curve, but I was eager to prove myself. I would continually tell my manager that everything was going well when I was actually working late nights scouring the internet to troubleshoot Excel errors.

My manager eventually called a time-out when she glanced over my shoulder and found me manually moving data around a spreadsheet. While she commended my eagerness to learn, she also pointed out the people sitting beside me who could teach me a much faster approach. “Might it be better to ask one of them for help and then you will know how to do it too?” she asked. A wild idea, I know.

In a hybrid world, we must intentionally create opportunities to observe performance.

It is never easy to teach early career employees everything they need to know in their first job. But it is even more complicated when we do not have opportunities to glance over their shoulder and directly observe their work. In a hybrid world, we must intentionally create these opportunities to observe performance. Working alongside new employees on early projects and joining them in as many meetings as possible is critical to see them in action and identify behaviours to reinforce or adjust.

A leader in one of our coaching workshops liked to regularly use screen sharing capabilities. This allowed her to see the steps that her team member was following and quickly identify process steps that she wanted to either reinforce or adjust. By sharing her own screen, she normalized the practice so that her team was comfortable with the approach. It also made her own work more visible and surfaced process steps that had become so automatic for her that she wouldn’t have otherwise thought to teach them.

When it is not possible to see the person in action, questions are a valuable tool to gain insight into their thinking. One leader we worked with likes to use questions such as “how would you approach this task” or “can you walk me through your thinking” so that he can offer adjustments or additional information before getting started on the task. During regular check-ins, questions such as “what are you most proud of this week” or “what would you like some feedback on” can provide jumping off points to understand how the person is working. The key is to continue asking questions and actively listening until you get below the surface-level responses and uncover specific behaviours to reinforce or adjust through feedback.

Build systems to bridge the gaps

Our Principal Trainer, Garry Watanabe, says issues with early career employees also often arise because they do not yet have mental maps for how things get done in the organization. In the office, getting quick answers is as easy as asking someone who does not look too busy. But when everyone is remote, it is impossible to see who might be warm for an interruption.

Garry suggests pairing early career employees with a peer-level buddy or more experienced mentor who they can go to for help. Providing a dedicated resource empowers them to find the answers they need and removes some of the barriers to seeking help. It also offers a safe way to ask for quick feedback and build confidence, all while freeing up your time together for more meaningful interactions.

Connecting early career employees with other team members in this way provides the added benefit of building relationships across the team, which is the ultimate system for bridging the gaps between in-person and remote work.

Start your people on a path to success

There is no doubt that leading early career employees in a hybrid world introduces new complexities and challenges. But by making the informal aspects of work more explicit, creating opportunities to observe performance, and building systems to bridge the gap, leading in this environment can be just as effective and fulfilling for both leaders and employees.

Imagination, belief and energy are precious resources that need to be carefully nurtured when high performance is the goal. At the same time, saddling someone with an unattainable target because you don’t want to dampen their enthusiasm risks a catastrophic failure that can destroy self-confidence and trust in the coach. An ambitious but naïve performer setting an unrealistic goal for themselves is commonplace: a direct report applies for a role where they are unlikely to be the successful candidate; an individual you coach sets a performance target for themselves based on their best year ever when headwinds are coming on strong; or your team is running a pilot project that’s very unlikely to get the green light to proceed. How can you communicate belief in the performer, while at the same time protecting them from experiencing what could be a devastating setback?

A moment of insight

One such moment for me happened over 20 years ago when I was working as a swimming coach in Thousand Oaks, California. I was coaching an adult swimming group – or as we called them, “Masters Swimmers” – to prepare them for the first competition of the summer. Masters swimming competitions are interesting events: the beer tent opening is as big a deal as the performances in the pool. But, make no mistake, the performances matter to the athletes.
“I immediately realized I had made a mistake”
I was doing some goal-setting work with an athlete who had recently taken up the sport and asked her what she thought would be a good goal time for her 100-meter freestyle. Her answer was completely unrealistic, so I suggested a much more attainable goal. The smile vanished from her face, her shoulders slumped, and I immediately realized I had made a mistake. In my well-intentioned effort to save this performer from disappointment, I had limited what she could imagine for herself, communicated a lack of belief in her capabilities and cut off a key source of energy.

Don’t fear negative emotion

In that moment, my gut reaction was to spare this person from setting herself up for failure. What I’ve learned is exceptional coaches know that negative emotion is an inherent part of the journey of growth and development. Progress isn’t linear. When people are testing their limits and doing things that they’ve never done before they will experience setbacks from time to time. And when those setbacks occur, they will experience negative emotions such as frustration or disappointment. But people can survive frustration and disappointment. On the other hand, if you encourage them to set safe goals that you know they will achieve, you limit the powerful “pull forward” that comes with imagining what might be possible.

Frame a range of outcomes

While negative emotion is a powerful tool, the coach still needs to prevent a devastating failure. Where I suggested a new goal in place of the one my swimmer had set, I could have included it in a range of possible outcomes that framed a realistic performance as a level of success. In practice, this looks like a series of goals that includes the most ideal outcome and also a few other outcomes that are more realistic and attainable. Framing targets in this manner helps performers to dream about what might be possible while at the same time preparing them for when the ideal outcome does not occur. This approach is also a useful way to help a perfectionist objectively assess their performances.
“Perfectionists often evaluate any imperfect performance as failure”
Perfectionists often evaluate any imperfect performance as failure. By working with the performer to set a range of target outcomes in advance, the coach is then in a position to help them evaluate their performance against objective criteria. This often results in the perfectionist being forced to admit that their “failure” was in fact a “good performance” or at worst “one they can live with.”

Blend empathy and accountability

If the performer doesn’t achieve their ideal outcome, help them harness the negative emotion and use it to fuel growth rather than rushing in to try to make them feel better. Do this by first allowing them to sit with the emotion of the moment. Be there to help them process the experience by providing a listening ear. And then, when the performer seems ready, ask them for their thoughts on how to move forward. And then work with them to create a plan to increase the likelihood of an improved result next time.

Re-writing history

If I could go back in time and revisit that moment on the pool deck when that athlete suggested an unrealistic goal, what would I do? I would have accepted that negative emotion is a natural part of the growth process. And rather than trying to shield them from the possibility of failure, I would have allowed them to dream about what might be possible. I would have helped them set a range of goals. And if they failed to achieve their ideal outcome, I would have helped them process the disappointment and then channel that energy into the process of getting better. Of course it was that moment of less than stellar coaching, and the resulting disappointment I felt with myself, that ultimately helped me find a better way forward.