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50 TOP EXECUTIVE COACHES
assessment. I may be in a minority today, but I dont believe that coaching by
phone can be effective, particularly before rapport has been established. In any
event, I am trying to make a decision about the probability of her sincerity and
her capacity for change.
Participant-Observation
If we decide
to proceed, I come back and observe her for two to three normal
days. I watch what she does and how she interacts, using what anthropologists
might call the participant-observer technique. The value of that approach
is simple. Most people cant fully describe what they do on a daily basis. Its
very important to see them in their environment under normal circumstances
to get an accurate picture. I watch how they work with different individuals.
I look to see if those patterns are consistent across
all individuals or if they
are specific to particular subordinates and issues. I look to see how my client
spends her time and how she communicates. I also make note of what she
doesnt talk about or doesnt spend time on. What people dont do is often
just
as telling as what they do.
At checkpoints, during those first few days, we will take time out so that I
can ask questions. I want to get clarity about what I have seen. Im not only
interested in observing; I need to learn her personal perceptions about the
things she did and why. In doing so, I am also trying to instill a discipline for
self-reflection. Thats an underdeveloped capacity in many executives since
they are typically, by nature, action-oriented people focused on making
things happen.
Next, Ill interview the people around that manager. If shes a senior executive,
there are usually only one or two levels above her; so I will interview those
individuals, as well as a number of peers and direct reports. If I have time, I
like to go one or more levels below the direct reports as well. Most coaches
assume that close perceptions and distant perceptions are identical; but research
holds that those perceptions can vary greatly. A leader s style must be
effective at close range and far away.
If 360-degree surveys have been previously done, I ask for access. I re-
search the coachees past performance to see how she has behaved in other
circumstances. Im trying to confirm or raise questions about the coachees
personal perceptions and where she has had persistent problems. All of that data
helps me get a fully informed sense of her two or three most important
developmental needs.
Im looking for patterns, not one-off situations. If specific relationships
are problematic, I put those into a separate pile. I am also looking at patterns
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