It’s 2:15 pm, and a calendar notification pops up: “Check-in with Leo.” My heart immediately starts to beat faster. Leo is one of my top performers. He delivers great results and is seen as a future leader in the organization. But there’s a problem: Leo has a habit of shutting down his peers in meetings – dismissing ideas he thinks are weak and pushing back aggressively when challenged. I’ve tried to address the issue, but it always goes sideways – tempers flare, and we both leave frustrated without resolving anything. I’ve been walking on eggshells for the past two weeks, but I can’t avoid this conversation any longer. Am I even capable of getting through to him? What if I lose my cool in the process? Will he still respect me afterwards? It’s 2:30 pm. Time to brace for impact.

Confronting is a Coaching Conversation

Confronting is a coaching conversation. It doesn’t fit neatly with the popular notion that coaching is just about asking good questions, but watching Olympic coaches operate, as we have for 30 years, makes one thing very clear: having the courage to have a direct conversation when needed is vital to helping someone reach their highest potential. In fact, avoiding a difficult conversation about something that’s preventing a person’s success is the opposite of good coaching. That’s why confronting is one of the four core communication skills in our 3×4 Coaching model, and one that builds on the other three communication skills – questioning, listening, and feedback. It’s not the first or most frequent approach that coaches reach for, but it’s an important part of the overall coaching skill set. Knowing that you can navigate complex, high-stakes conversations is part of what underpins your confidence as a leader.

Choose Your Challenge

Having a confronting conversation with Leo is going to be challenging because I don’t want to damage our relationship. It doesn’t take tremendous courage to call up the airline after my flight was delayed and demand a refund because I only care about getting compensated, not my relationship with the customer service representative. But Leo is one of the strongest performers on my team and I want to have a good relationship after this conversation. It’s also going to be challenging because Leo has been resisting making this change and now it’s getting in the way of his success. This isn’t just a straightforward piece of feedback anymore. There are real stakes. If Leo’s behaviour continues, we could end up in the realm of more formal performance management channels.
“When done effectively, these conversations can resolve the issue at hand, build the other person’s commitment to making progress, and strengthen the relationship.”
It’s easy to see the threats in these conversations but there are also potential benefits. When done effectively, these conversations can resolve the issue at hand, build the other person’s commitment to making progress, and strengthen the relationship if they see you as someone who holds them to a high standard yet cares about them and respects them. So, I choose my challenge: I can avoid the conversation and deal with the fallout – Leo’s behaviour continues, our relationship becomes strained as my frustration seeps out, and I lose credibility with other people who see me allowing this behaviour to continue. Or I can face the discomfort of addressing the issue head-on and put my coaching skills to the test.

Connection Before Correction

Once I decide to address the issue, how do I have this conversation in a way that not only protects our relationship but gets Leo committed to making a change? It starts before I even enter the conversation. Often, we fall into the trap of thinking that we need to emotionally distance ourselves from the other person in order to be “tough” or objective. But it’s our relationship with the other person that’s the foundation for coaching them. I cannot coach Leo if I lose my connection to him. So rather than distancing myself, I start by strengthening my connection to Leo. I put myself in his shoes and explore the most generous, plausible story I can come up with for why he might be acting this way. Maybe he’s under a lot of pressure that is leaving him with little patience. Maybe I’m not aware of some underlying tension with his teammates. Or maybe Leo is so enthusiastic about his ideas that he doesn’t realize he’s shutting down other people. I choose the story that most strengthens my connection to Leo because it puts me in a mindset to engage in this conversation in a direct but caring way. I also need to get clear on the specific change I want to see – not all the ripple effects of Leo’s dismissive behaviour, or the fact that I’m also irritated because he was late for our team meeting yesterday – but the specific gap between what I need to see from him and what I’m currently getting.

Open Strong

Next, I need to prepare my opening statement. This will set the tone and direction for the conversation. Without carefully crafting and practicing my opening, things can go sideways quickly. I could fall into the trap of starting with a sneak attack, “Well Leo, I guess you know why we’re having this conversation…” Or I might unleash my pent-up frustration and anger, leaving Leo like a deer in the headlights trying to respond. Or I might revert to the classic “feedback sandwich”, muddying my message and leaving Leo guessing at what I really mean. An effective opening is short – less than 60 seconds – and clearly articulates the specific behaviour that needs to change, the impact of that behaviour, what’s at stake if it doesn’t change, and my desire to work together to reach a resolution. “Leo, I want to talk to you about a pattern of dismissing input from your peers. For example, in yesterday’s meeting, Sarah raised a concern about the project timeline. You interrupted and said, ‘That’s not really an issue.’ I felt worried that you dismissed her question because I’ve noticed people hesitating to speak up in front of you. This can affect your ability to get the information needed to make good decisions and manage the concerns of staff. Advancing in this organization depends on your ability to build relationships and collaborate effectively. I haven’t been entirely clear on the importance of this, and that’s on me. I want to find a way to modify this behaviour. What are your thoughts?”

Drop Your Agenda

After delivering my opening, it would be great if Leo said, “got it boss, no problem.” But that’s not what typically happens. I’m likely to get resistance – anger, excuses, deflection, or awkward silence. Counter-intuitively, that resistance is not something to fight against or try to “objection handle”; instead, I need to recognize that the path to a solution is through the resistance. So instead of defending my position, I drop my agenda and lean in to explore the resistance I’m getting from Leo. Questioning and listening are the critical coaching skills at this stage of the conversation. Questions to deepen and clarify my understanding of his story: Can you say more about that? Could you give me an example? What is significant about that? And active listening to draw the person out and check for understanding: So, what you’re saying is…, Let me see if I have this right… I stick with asking questions and listening until I can summarize what we call “the third story.” The third story represents all of what is true for me and what is true for Leo. It’s like I have a bucket, and I keep adding things into the bucket. I don’t take anything out and try to solve it yet. I just add things until we’ve collected all of what is true for both of us. “So, to summarize, I need you to listen to the concerns and questions of your teammates and address them. It’s frustrating for you to have to consider other people’s concerns as you’ve already thought it all through. Further discussion is unnecessary, slows you down, and may interfere with you hitting your numbers. Do I have that right?” I don’t necessarily have to agree with Leo’s perspective, but I need to get to a place where I understand him, where I can summarize his point of view in a way that he says, “yes, that’s it.” And if that’s not it, then I keep asking questions until we get to the core of the issue. It’s not until we reach that point that we can start problem solving. It’s this final stage of the conversation that is often more comfortable and familiar – generating options and agreeing on a path forward. It’s best if most of the options come from Leo so that he owns how he wants to move forward but I can offer ideas as well. Together we can agree on a plan and next steps. Be sure to build in support and accountability. “What do you need from me to put this plan into action?” “Let’s schedule time to check-in and see how it’s going.”

Manage Yourself

Now, is it ever that easy? Of course not. While it’s helpful to have a map for these conversations, no matter how prepared we are, it never goes exactly how we expect. People are complicated and will almost always throw a wrench into the conversation that we never saw coming. Or they’ll do something that seems perfectly designed to get under our skin – raise their voice, roll their eyes, or say that one thing that touches our most sensitive nerve And so, a big part of the discipline of these conversations is having a plan for how we will manage ourselves in the face of the triggers that could knock us off our game. First, we need to be aware that we’re triggered in the first place. Often, we become our irritation, or our anger. Instead, we need to notice it by tuning into our internal signals – I might notice myself thinking “here we go again with the excuses,” or that my breathing has accelerated, or that I’m starting to feel impatient. These signals are like lights on your car’s dashboard. When the “check engine” light comes on, you don’t smash the dashboard – you check under the hood. The same goes for triggers in tough conversations. Get curious about what the signal is telling you and take corrective action to get yourself back on track before you respond. If we don’t notice and manage our triggers, all sorts of unintended behaviours appear, and we can become the worst version of ourselves. Things start to escalate, or the other person withdraws, and we get further and further from a resolution.

The Courage to Coach When it Matters Most

Being effective in these conversations requires the very best of us. It takes self-awareness and being a big person. But the 3×4 Coaching model provides everything we need to succeed. We need to enter the conversation with a generous mindset and clarity on our objective. We deliver a clear opening statement to get the conversation off on the right foot and then drop our agenda to explore the other person’s perspective before we jump into problem solving. It isn’t always comfortable, but the goal of coaching isn’t comfort. It’s about challenging someone to reach their highest potential. It requires the courage to speak up, the patience to wade through the discomfort, and the belief that the people you’re coaching are capable of more. The nature of work has changed. And for many, things won’t be going back to “normal” – ever. As people adapt to their new realities, the mix of new responsibilities, new communication systems, changes to meetings and protocols and the associated ambiguity can lead to friction, anxiety and stress. When we think about collaboration, we often go straight to tools and technology. But guess what? Your organization is full of human beings, and as humans our ability to work together begins with our individual interactions. Before any technology can enable effective collaboration, the people using it need skills to understand, engage and appreciate the people they work with. In this interactive, 60-minute online session, Cyndie Flett will explore the mindsets and behaviours that lead to productive and collaborative interactions, break down how individual interactions set the tone and influence how effectively a group works together, and look at a few practical tools you can use to manage relationships and enhance collaboration so you can achieve more of the results you want, and manage your own health and wellbeing along the way
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About the presenter:
Cyndie Flett is one of Canada’s leading experts on coaching. As the former Vice President of Research and Development for the Coaching Association of Canada, and Director of the National Coaching Certification Program, Cyndie has dramatically impacted the way that literally millions of coaches are educated across the country.

In this article:

Three imperatives for L&D during COVID-19

Our Building Resilience program opens by teeing up the ancient curse “may you live in interesting times.” These are interesting times indeed. The COVID-19 outbreak is the third time this century that we have collectively dealt with significant disruption and uncertainty – following the terror attacks on September 11th, and the great recession of 2008-09. The COVID-19 situation is particularly challenging for those of us in learning & development, whose work often centers on bringing groups of people together. Prohibition of non-essential travel and meetings, policies requiring self-isolation before returning to work, and even wide-scale office closures, such as those happening at major U.S. tech companies including Microsoft, Amazon, Google, Facebook and Twitter, create significant challenges to ‘business as usual’ when it comes to learning. At the same time – periods of uncertainty and change are precisely the times at which learning is most vital. And, as anyone in adult education knows – relevance is critical to adult learners. When the need is real and present, adult learners are most open to learning new skills. Right now people are in acute need of skills to both handle the pressure they are facing and adjust to new ways of working.
“L&D teams can provide unique value and directly influence how the organization weathers the storm”
Connecting pressure to personal growth is vital for resilience over the long haul. If, as a leader, I feel like the pressure is just a weight on my shoulders that I must endure, it will have a significantly more negative impact than if I see how rising to this challenge can help me become stronger and better. Growth gives meaning to pressure – and our ability to help people see this tough period as a growth experience is a significant imperative for maintaining engagement at work.

Growth gives meaning to pressure.

Taken together, this makes the coming months a time when L&D teams can provide unique value and directly influence how the organization weathers the storm. The coming months will undoubtedly be a period of great pressure – but how heavy that pressure sits, and how skillfully it is navigated, is within L&D’s circle of influence. By rising to meet this challenge, learning and development organizations can support their risk management teams, build esteem for the department among senior executives, show the ability of the department to deliver in critical moments, directly influence performance outcomes, and directly support an entire workforce through an extremely challenging time. So, how can L&D navigate the choppy waters of risk mitigation policies while seizing the moment to step up and shine? We see three major imperatives:

1. Demonstrate agility + resilience – leverage technology to continue “regularly scheduled programing”

Personal growth and development is a major driver of satisfaction and engagement in the workplace. When other drivers of satisfaction and engagement are compromised, continuing to invest in learning is vital. And, as learning organizations – we want to model the behaviours we are asking leaders to engage in: resilience, adaptability and flexibility. If we are asking others in the organization to continue to do their jobs in the face of disruption – it’s up to us to do the same.
“Think deliberately about a learning journey that is designed to sustain energy and support application”
Depending on the measures in place in your organization, this may include continuing to run in-person programming in small-medium sized groups – perhaps modified to focus on local attendees. In many cases, however, policies will necessitate the conversion of regularly scheduled programming into virtual delivery. Speaking from the perspective of an organization focused entirely on the development of leadership, collaboration and resilience skills – there are two imperatives we see to getting this right:

Think Fortnite, not Netflix

There is a reason in-person, instructor-led training continues to deliver the best learning outcomes: it gives people a chance to engage directly with an expert, to learn from peers, and to debate, dialogue and practice. In short, it’s a participative experience. While it is tempting to replace in-person programming with self-paced programs and video libraries – think Netflix – when it comes to executive function skills like coaching, collaboration, and resilience, getting strong learning outcomes requires collaboration. This is the ‘Fortnite’ model: we’re in this together, working alongside each other, in constant communication, and working towards a common goal.

Think Fortnite, not Netflix – virtual learning should be interactive and participative.

Divide and conquer

With dates already reserved on learners’ calendars, it can seem logistically easy to replace a 1-day in-person program with a 1-day virtual session. Even the most expertly designed and facilitated virtual sessions begin to lose their energy, however, after the two-hour mark. Instead, take advantage of the luxury of dividing learning up into more manageable modules. Freed from the requirements of a group of 25-30 learners traveling to one location for a short period of time, virtual sessions give you the opportunity to think deliberately about a learning journey that is designed to sustain energy and support application. The best designs involve modules that don’t require prolonged periods of attention, include interactivity and discussions that invite participation and reduce the temptation of distraction, and close with a clearly actionable outcome that learners can practice prior to the next module (i.e. an action learning-oriented approach). Virtual instructor-led technology has come a long way in even the past 12 months. In the face of COVID-19 we’ve been working directly with many of our clients to use a technology stack focused on interactivity and collaboration to ‘convert’ their in-person experience into virtual ones – complete with breakout rooms, lively discussion, whiteboard sessions and polling. Take advantage of new technology to demonstrate resourcefulness.

2. Build resilience in all corners of your organization

Ultimately, resilience is built in the troughs, not the peaks. And, not only is this a time in which resilience skills are vital – it’s also the perfect time to support your people in building resilience. In my forthcoming book, tentatively titled The Power of Pressure, I argue that the two key factors that ramp up pressure are importance (“this matters to me”) and uncertainty (“I don’t know how this will turn out”). The threat posed by COVID-19 delivers an unhealthy dose of both these ingredients.

Changing policies and sparsely populated offices are just two sources of uncertainty.

In the face of this pressure, learning and development teams have an opportunity to show that the organization cares not just about physical safety but also about people’s psychological wellbeing, and stands ready to help them learn the skills they need to not just survive but thrive through this period. There are two key imperatives here:

Support physical resilience

Employee wellness programs have never been more important than they are right now. Sleep, nutrition and exercise are the basis of not just a healthy immune system but also a resilient individual. Now is the time to promote awareness of the programs available to your teams.

Build inner resilience

Resilience isn’t a genetic gift – it’s a set of skills that can be learned and mastered. Often we assume that resilience will be built naturally as a by-product of tough times – but just like an athlete needs a good coach to reap the developmental benefits of sport, so too do individuals need support in learning how to channel pressure into growth.
“In times of challenge, what’s often most challenging is that the old pressure doesn’t go away”
In our Building Resilience program, we do this by giving participants an understanding of how uncertainty and pressure impact their performance and health, and then grow their awareness of the choices they have and skills they can use to enhance their resilience under pressure. I led a 90-minute virtual session on resilience for leaders at a major cruise line last week. As you can imagine, the pressure they are facing is immense. In our opening exercise, I asked them to identify the things that make this “interesting times” for them. Here is a random sample of the 46 responses I received: What’s most interesting to me is that the responses weren’t simply “coronavirus” 46 times. In times of challenge, what’s often most challenging is that the old pressure doesn’t go away – we simply add more to the pile, further compounding our already high-pressure lives. In acute scenarios such as this one, people need to have a clear sense of: These choices apply to your learning organization as well. Most consequences of the COVID-19 outbreak are outside of your control. Policies will be handed down from senior executives. Despite best efforts, people may become ill. There may be disruption to supply chains, operations, and other critical components of your business. Having the discernment to identify the things outside of your control and the ability to let those things go is a critical aspect to resilience. A leader who can paint a clear picture of where we are going to focus our attention and what we are going to ignore is invaluable in any crisis. How you prepare your workforce for this challenge, however, is within your control. Investing in resilience skills for your organization is an easy way to demonstrate empathy and support, improve performance and productivity, and arm your workforce with the skills to rise to the occasion. The coming few months may not be enjoyable, but with the right tools everyone can emerge with the satisfaction of knowing that they were up to the challenge. This will greatly increase engagement with their own jobs as well as appreciation for an organization that cared enough to address the situation in a proactive, skill building manner.

With the right tools, everyone can emerge knowing they were up to the challenge.

3. Give People the 1:1 Learning They Crave (Without Breaking the Bank)

“The next few months provide a real opportunity for learning organizations to invest in the 1:1 learning that people crave”
All of the research into learning tells us that providing individualized, coaching is among the best ways to help people learn, achieve their goals, and feel satisfied with their progress. And yet, the cost of providing individualized coaching is often prohibitive at scale. The next few months provide a real opportunity for learning organizations to invest in the 1:1 learning that people crave. The travel challenges posed by the COVID-19 threat will mean a dramatic reduction in travel expenses, and 1:1 coaching is uniquely suited to virtual delivery. Taken together, this provides an opportunity to invest in personalized coaching for your high potential talent at a cost that’s similar to what you would spend on a per-person basis to bring people together for a workshop. Depending on how your organization calculates the overall cost-benefit of leadership development, reduced time away from the field for participants can also support your case for making this kind of investment. So, how do you do this effectively? Two ideas:

1 goal, 3 months

Unlike traditional executive coaching, which is often an open-ended partnership between a coachee and a coach, have people pick a meaningful goal in conjunction with their coach and give them 3 months of support to move towards it. Framing coaching around time-bounded outcomes makes for more deliberate, action-oriented partnerships, gives you a measuring stick for demonstrating ROI to the organization, and ensures that you don’t add on-going cost into your budget.

Build self-awareness + self-responsibility

As we all know, adults don’t change because a coach tells them to. They do it because they develop the self-responsibility to change. In our experience, the best way to build self-responsibility in a short period of time is to kick off a coaching partnership with a strong self-assessment tool. We use a tool called The Interpersonal and Attentional Styles Inventory (TAIS) that lends itself perfectly to this kind of individualized development. The TAIS was originally developed for Olympic athletes to better understand their tendencies under pressure and make conscious strategic decisions about how to play to their strengths and compensate for their weaknesses. It was then adopted by the US Navy SEALS for the same purpose and is now very highly regarded in the business community as a tool for building self-awareness and high performance in the corporate environment. The TAIS looks at 18 different metrics to help people understand how they are most likely to behave under pressure and how their unique traits compare to their teammates and contemporaries. As an example, the TAIS results may show that someone has high needs for control – that is, they are less comfortable with uncertainty and like to have a clear view of what’s coming. In the current climate, this tendency has the potential to create significant additional strain for both the individual and anyone they lead as they attempt to exert control in a situation that is largely impossible to influence. Working with a TAIS coach in a one-on-one coaching call, the employee can gain a better understanding of how that tendency is likely to manifest and develop strategies for mitigating its impact. By combining the online TAIS assessment with one-on-one video coaching, you can create an opportunity for your high performing talent to gain a better understanding of themselves, adapt more readily to changes in their environment, and actually enhance their learning through the downturn rather than merely mitigate the impact.

Team Canada Captain Hayley Wickenheiser shares her TAIS experience.

Want to Learn More?

Your opportunity to make an important contribution to your organization over the coming months is a brief one and you will need to move quickly to succeed. We are committed to supporting you in seizing this moment and readying the workforce for a period of disruption. If you want to get started right away, we have two turn-key ways for you to roll out 1:1 virtual coaching, and resilience skill-building. For your executive team, mid-senior leadership and high-potential employees, we offer TAIS self-assessments and coaching calls that can be scaled for teams of all sizes and begin delivering to participants in a matter of days. For teams and business units that are most affected by your organization’s COVID-19 response, we are offering an adapted version of our Building Resilience program, delivered entirely online and available in a modular format comprising 1 to 5 modules. Give us a shout if you’d like to know more. For further reading on some of the subjects discussed here, we have a few whitepapers that are especially relevant. And finally, if you have any questions or want to speak with us directly about your organization’s learning and development needs in the face of COVID-19, we are here to help. You can reach us at any time at mail@thirdfactor.com. Sometimes we need to step outside of ourselves in order to better understand what is going on, on the inside. Self-reflection is one of those things that managers often brush aside. In a forward-focused business environment it can feel as though you just don’t have time to be reflective. However, in order to be great it is crucial to first understand your own strengths and limitations and this understanding rests on the ability to become self-aware. Sandra Stark and Peggy Baumgartner discuss why self-awareness is important, what it looks like, and the questions you must be able to answer about yourself. They introduce the concept of “active awareness”, a skill that helps you leverage self-awareness in the moment, and that has worked for the thousands of Canadian executives that Third Factor has worked with over the past ten years. The time that you invest in getting to know yourself in the present, will only serve to benefit you in the future. Click here to download the whitepaper.