Leadership Discovery Coaching Programmew3.unisa.edu.au/staffdev/resources/Leadership... · The...

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Leadership Discovery Coaching Programme The ‘Leadership Discovery’ Coaching Programme has been designed to combine high quality sessions with a Personal Coach with some of the latest and most valuable tools and insights into what it takes to lead in an organisation. In 2013 we launched a research initiative, mining the data from coaching thousands of global leaders to understand what it takes to unlock potential and transform, making the big shifts to help us develop and progress our careers. Through the data we discovered that a relatively small number of practices define success or failure in mastering each key leadership shift. We argue there are four key areas and, within them, Twelve Shifts. The insight gained from this exercise has enabled us to create a powerful toolkit to help leaders make the big changes necessary for vertical development. Your Coach will work with you to focus on the key shift that will release your potential and be most significant to you in your role. At times within this programme, you can expect to be challenged, inspired and excited and if you give it time and commitment, you can expect the benefits to be profound and long lasting. We hope you enjoy it… Leadership and the Twelve Shifts

Transcript of Leadership Discovery Coaching Programmew3.unisa.edu.au/staffdev/resources/Leadership... · The...

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Leadership Discovery Coaching Programme

The ‘Leadership Discovery’ Coaching Programme has been designed to combine

high quality sessions with a Personal Coach with some of the latest and most

valuable tools and insights into what it takes to lead in an organisation.

In 2013 we launched a research initiative, mining the data from coaching thousands of global leaders to understand what it takes to unlock potential and transform, making the big shifts to help us develop and progress our careers. Through the data we discovered that a relatively small number of practices define success or failure in mastering each key leadership shift. We argue there are four key areas and, within them, Twelve Shifts.

The insight gained from this exercise has enabled us to create a powerful toolkit to help leaders make the big changes necessary for vertical development. Your Coach will work with you to focus on the key shift that will release your potential and be most significant to you in your role.

At times within this programme, you can expect to be challenged, inspired and excited and if you give it time and commitment, you can expect the benefits to be profound and long lasting.

We hope you enjoy it…

Leadership and the Twelve Shifts

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INTRODUCTION AND PREPARATION FOR SESSION ONE The Leadership Discovery Coaching Programme This programme is about really lifting your potential. It is totally personal to you and is focused on helping you make the change that will make the most difference

to you.

It will be made up of an integrated series of one-to-one and three-way coaching sessions running over the next six months, designed to support your development

by:

• Introducing you to the Twelve Shifts exercise to help you identify the one key shift that will have the biggest impact on your leadership

• Helping you make this shift

• Starting with the end in mind and collecting evidence to be sure that you have succeeded in your goal

To do this you will be offered:

• A Personal Coach to work with you over the coming months, getting to know your development needs and helping you make lasting changes in your own

leadership

• A structured programme of ideas, tools and insights designed to expand and deepen your thinking around your leadership and the way you develop in your

role

By the end of this process, you should have taken steps towards achieving your chosen leadership shift and therefore created a lasting change in your leadership.

How will you know if you have made your shift?

We are committed to making sure this investment makes a difference. And to do this, we will be working with you to ensure you make the changes you want.

The first thing you will do is work with your Coach to get clear on the shift that will have the biggest impact on your leadership. You will then nominate a

‘Bench’ of people who will be able to give you feedback and let you know they see a change. You and your Coach will reflect in each session on how close

you are to achieving the shift. At the end of the coaching programme you will go back and check with the ‘Bench’ to see if they agree with you and your

Coach. You will go back to your Line Manager to get his or her perspective and to celebrate your success…

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The Leadership Discovery Coaching Programme in Full

Launch Session

Collect and collate the questions from your Line Manager and HR Contact prior to your first session. (Delegate Resources)

Introduction: My Leadership Discovery

This includes an overview of the programme, and will be used for you to contract with your Coach on how you will work together. This session will help you get clear on the shift you need to make that will make a difference to you personally, to your team and to the organisation.

Coaching Session One 2 hours

Three-Way Session: Alignment

You will spend this session with your Line Manager and Coach to gain alignment on your objectives, experiments and Bench.

Coaching Session Two

Three-way Call 30 minutes

Share Invitation & Welcome Letters with Bench

Leadership Discovery

You will then have four flexible sessions in which you will continue looking at the area you hope to shift. You will work with your Coach to take your leadership to the next level. You will be able to choose from the learning modules depending on the support you need to achieve your objectives.

Coaching Session Three 60 minutes

Coaching Session Four 60 minutes

Coaching Session Five 60 minutes

Coaching Session Six 60 minutes

Send out Final Bench Feedback Request

Three-Way Session: Final Review

Your final session will be for you and your Line Manager to assess if the shift has been made and how effective your experimentation was. You will then agree on your next steps for how you will sustain your momentum.

Coaching Session Seven

Three-way Call 30 minutes

Eig

ht

Mo

nth

s

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Booking Your Sessions and Getting Started

You will receive a welcome email on which you will find your website username and password to log on to your personal page on the Coach in a Box website, called My Page, at www.coachinabox.biz. If you have not received this email, use the ‘forgotten password’ function or please email [email protected] to ask for your login details. (These welcome emails are automatically generated so please be aware that they sometimes get redirected to junk mail folders.)

Once on your My Page, click on My Details to check the information that we have for you is correct: o Ensure that we have your correct contact details o You may want to change your password o Please check that you have been set up in the correct time zone. If not, you can change your home time zone so that our booking system presents you with appointment

times correctly

Booking your coaching sessions: o To book telephone coaching sessions: On your My Page, each session is represented by a box within which you have an ‘Action’ box. Click on this and you will see the

appointment times that your Coach has available. When you have selected an appointment that suits you, the session time will be displayed and you have the option to add this appointment to your Outlook calendar automatically. Your card sort will be via our online system and you will see it when you log onto your page. We advise that you don’t start the diagnostic until your first coaching session. There is no prep required for this part of the process.

o To book face-to-face sessions: You need to contact your Coach directly to arrange these sessions. Once you have agreed on a time with your Coach, they will enter this on to the Coach in a Box system so you will be able to view these times on your My Page.

The Coach in a Box programme has been carefully designed to enable you to take the material and apply the learning to yourself in manageable stages. You will be able to download material you need for each phone call from your My Page. Please note that materials are only issued at the start of each step. You will not find materials to download for every session. If you have any problems logging on or other issues with the website, please email [email protected]. If you have problems with appointment times or material please contact your Coach.

Telephone coaching sessions can be rescheduled up to 24 hours before the scheduled session time by clicking on the ‘Delete booking’ button and then rebooking as before. If you miss a session, or reschedule within 24 hours of the session time, your organisation will be charged a rebooking fee. Please note that you are responsible for calling your Coach and will find their contact details on your My Page.

Face-to-face coaching sessions can be rescheduled up to 48 hours before the scheduled session time although your Coach will appreciate as much notice as possible. Please note that face to face sessions which are missed are still charged at the full cost.

In preparation for each of your sessions you will need to read through the material relevant for that session and complete some exercises which should take no more than 60 minutes per session. Please now identify the time to complete the exercises in this introduction step and consider your objectives in preparation for your first coaching session.

Please ensure that when you call for a coaching session, your safety (e.g. not calling while driving) and confidentiality for yourself and/or others are considered (e.g. finding a private space to call). If this is not the case, then out of a duty of care, your Coach will ask you to rearrange the session and a missed call charge will be incurred.

As part of our commitment to supporting change in the leadership and culture within your organisation, if the coaching is across a group of people, we gather themes and patterns from the coaching and share these with your organisation. We collate themes only and this information will not identify you in any way. If you have any questions or do not wish themes to be gathered from your coaching, please let your Coach know.

Please now log on to the website and book your sessions to help prevent diary conflicts in the future.

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PREPARING FOR SESSION ONE

The purpose of your first coaching session is an opportunity to build rapport with your Coach, explore your coaching contract and agree the key leadership shift

you want to work on during the programme based on the online card sort (see page 10).

The following pages are designed to help you get clear on how you can make the most of your coaching experience. You will cover:

Exercise One Building My Coaching Contract Insight The Twelve Shifts Insight The Leadership Discovery Process Insight The First Eight Shifts – Online Card Sort – Your Strength & Development Areas Exercise Two My Key Development Area

Exercise Three My Bench Coaching Session One (2 hours) Coaching Session Two (30 minutes) Three-Way Session with your Line Manager and Coach Appendix Delegate Resources

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Exercise One: Building My Coaching Contract

Coaching is a thought-provoking and creative process that is focused primarily on your needs. To make the most of this process you need to be ready and willing

to open up, challenge yourself and have a go at making changes. Your Coach is responsible for providing you with a safe, supportive environment, as well as to

offer insights and to challenge you where appropriate. The relationship and partnership that you create between you and your Coach is important. Below are a

couple of questions which would be helpful for you to complete and then discuss with your Coach during your first session.

1. What has been your experience of coaching prior to this? How did you find it?

2. What are your thoughts and feelings about starting your Coach in a Box programme; are you excited, sceptical or a little unsure?

3. Do you have any concerns?

4. What would you request from your Coach to help you to get the best out of the

partnership? Experiments The most important element in bringing change about is the capacity to plan experiments.

The essence of an experiment is that it is an attempt to move towards the change we want

to bring about. A good experiment is exciting and feels risky (often this is how we can tell

we are learning). If it works, we will have made big strides towards our goal but, if it doesn’t,

we will probably be much clearer about what might work.

The Action Learning Cycle in the diagram shows how the innovative mix of stimuli and

support come together to form the coaching process. If we are clear about our purpose

(the change we want to make) and rigorously keep going around the cycle, experience

shows that the most remarkable changes are possible. The trick, of course, is to rigorously

keep going round the cycle.

Your Coach can answer any questions you may have on this.

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Insight: The Twelve Shifts

We are pretty passionate about the role of external coaching being focused on helping leaders make the change they find the hardest. This is the change that

external coaching is best equipped to help with. And of course, the changes that are hardest to make have the biggest correlation with impact. Over the past ten years we have coached tens of thousands of leaders and have had more coaching conversations. Each conversation has been focused on

making the change the leader finds the hardest. And this data gives us a unique perspective on those critical leadership shifts that make the biggest difference. As we mined this data for themes, it became apparent that a relatively small number of practices define success or failure in mastering each key leadership shift.

We have grouped these into the Twelve Shifts.

What does this mean?

• There are a limited number of ‘shifts’ that have a disproportionate impact on performance. By targeting your coaching on one of these, you will give it

the maximum chance to have real impact.

• Because the map is simple and accessible, your Coach will be fully in partnership with you to support you to make the shift. You should be able to tell whether you have made it – taking the ambiguity out of coaching and introducing simple ways to see if it is working.

• And as you achieve one ‘shift’ you will probably find that another comes into focus. You can use the map again and again – it genuinely covers a lifetime’s worth of learning.

• Shift = opening to a new world view, as defined by any of The Twelve Shifts.

• Making a Shift = opening to the new world view + actively demonstrating this in leadership.

The shifts fall in one of four areas:

New ways of thinking THINK

New ways of being BE

New ways of relating to people RELATE

New ways of setting direction INSPIRE

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The Twelve Shifts Model

© Copyright Coach in a Box 2014

Leadership Discovery

targets the inner eight

Shifts

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Insight: The Leadership Discovery Process

This is an outline of the process your Coach will walk you through in the first session. It is designed to help you identify the shift that is right for you. Step 1: View from Line Manager and/or HR Contact (please use one or both as is most relevant for you) Ensure you have collated the answers from your Line Manager and HR Contact to the questions found in the downloadable Delegate Resources.

Please bring these with you ready to share with your Coach in your coaching session. Please also bring your Development Plan.

Step 2 & 3: Your Twelve Shifts Card Sort Follow the online card sort instructions using the links on your ‘My Page’. This will take you through the process using the Twelve Shift cards to

identify your strengths, development areas, and guide you to the shift of most importance to you.

Step 4: Agreeing on the Shift In your first coaching session, you will explore with your Coach, the core themes from the cards you have identified and how they impact on

each other. You will then choose the shift that you believe will make the most difference, and identifying the strengths that can act as enablers

for you to achieve this shift.

Step 5: Refining the Attitudes and the Behaviours you need to Develop Your Coach will help you to gain clarity on the key leadership shift you want to work on and explore the changes you want to make at an

attitudinal and behavioural level for success, using the Attitude, Behaviour, Impact, Results (ABIR) model. This process will refine three behaviours

that you will then use to determine the success of your programme.

Step 6: Nominating and Engaging the Bench

Once you are clear on the shift and the three behaviours you are working towards, you will then explore with your Coach how to measure this.

And you will be asked to nominate a ‘Bench’ of trusted colleagues who will be able to let you know when you are successful – please see

Exercise Three.

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Insight: The First Eight Shifts – Online Card Sort – Your Strength & Development Areas

When you begin your coaching programme you will receive an email to set up your login details for the Coach in a Box system. Once you log in you will be

directed to your ‘My Page’ and here you will find a clickable link displayed on the right hand side under the Diagnostics heading. This link, once clicked, will direct

you through to the online card sort application. This application has been designed to help you identify the shift that will make the biggest difference in your

leadership.

Stage One – My Strengths

Click the start button to begin your card sorting

process.

The process begins with showing the cards one

at a time, with three options you can click for

each card:

1. This is a strength of mine

2. Neither strength nor development

3. This is a development area

When you click an option on each card – you

will be moved on to the next.

Once you have completed selecting your

options on all the cards, you will be asked to

click if you are happy to continue to Stage Two.

Note: This is a first stage sort. No need to think too hard. It is fine to go with your first impression. But try and end up with three roughly even piles.

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Stage Two – The Context Sort Click the start button to begin this stage. This stage will help you to further define the

cards you have identified as development

areas.

With each card that is displayed, you are given

three options, these are:

a) This development is really important to

me

b) This is relevant but less important

c) This is not important to me Again as you choose an option on each card

you will automatically move on to the next.

Once you have completed this sorting process,

you will be asked to click if you are happy to

continue to your results.

The Context Sort – why is it important?

Learning is contextual. The challenges or opportunities in our life usually create opportunities to grow. This step is about picking the shifts that are relevant

and will have the biggest impact in your life right now.

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Stage Three – Results Your results will be displayed by Big Shifts and Strengths. This will help you to clearly see the key areas in which the biggest shift is required.

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Stage Three – Results continued… • Looking at the cards you selected for your big shift – do you see a core theme?

• Does that feel right to you?

For example, are there more of one icon than the others?

• Can you see any links between the groupings e.g. do they impact on each other?

• Now choose two cards from your strengths that could act as enablers and examine how they might help you?

Stage Four – Reflecting on the Results • Reflecting on the results of the card sort – what is the key development area that will make the most difference to you and your leadership right now?

• Which module do you feel will best support you in this?

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Exercise Two: My Key Development Area

From your card sort and your reflections, what is the key development area in your leadership that would have the biggest impact currently and which you would

like to undertake throughout the coaching programme? Once you have selected the development area with your Coach (which will become the shift you work

on) you will need to think about why this is important to you. What will be the impact if you change? (E.g. I will be more approachable to others). What difference

will this make to the results you have?

The clearer we are about what we need to change the better the plan is likely to be and in our experience this clarity should exist at four levels…

Attitude

What are the corresponding attitudes (the thoughts, feelings or beliefs) that you hold that will need to change to reach these

objectives?

E.g. “To date my perfectionism and fascination with client issues has served me well. But as a senior leader these mean I can

end up solving problems for people not coaching them.”

Behaviour

What is the current behaviour and what does it need to change to?

E.g. “Currently I spend a lot of time problem solving for others. I would like to spend more time coaching; to consciously

focus on asking questions and helping others come to their own conclusion rather than offering the solutions.”

Impact

What is the impact of your current behaviour and what impact will the new behaviour have?

E.g. “The current impact of problem solving for others is that it can disempower and take more of my time creating a more

stressful week. If I coach more, then others will be more confident to solve their own problems and I will have more time

to focus on business development and strategy.”

Results

What are the practical business results that you anticipate the change might bring?

E.g. “I hope to be able to devote an additional day per month to business development and over the year to generate an

additional £ X in income.”

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Your Coach will help with this table during the session. However, before your coaching session, have a go at formulating ‘From’ and ‘To’ statements for three

behaviours you think will help you with your development. Bring those statements to your coaching session. You may download an editable version from your

MyPage.

Shift:

ATTITUDE

The thoughts and feelings that drive my current

behaviour – the values that drive the change

From (current reality): To (desired reality):

BEHAVIOUR

What I do and don’t do; Say and don’t say.

From: To:

IMPACT

On me (ME), my team (US) and the organisation (IT)

From: To:

RESULTS

Practical results

From: To:

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Exercise Three: My Bench

Given the behaviours you have identified in your first session, who is best placed to see if you have changed? Pick 3 – 8 people who will be good sources of

feedback on your shift. List them here…

1.

2.

3.

4.

5.

6.

7.

8.

Your Bench

Your Bench is critical to this process. They will help you know if you have made the change you want. It is important that you share with your Bench the three behaviours you are working on, and ask them if they are willing to look out for any changes they see

and be willing to give feedback.

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Coaching Session One (2 hours)

It is now time for your first coaching session. The purpose of this session is: (a) To discuss the coaching process and agree on how you and your Coach will work together to get the most from your programme

(b) To agree on the key leadership shift you want to work on and break this down by attitude, behaviour, impact, and results

(c) To agree on the experiments you are proposing (you may add these to an internal development action plan. e.g., 70:20:10 plan or IDP)

Note: Your Coach will hold your coaching conversations confidentially, and will gain agreement from you before anything is shared with your Line Manager.

Logistics for setting up Coaching Session Two (Three-Way Session with your Line Manager and Coach) On completion of your first coaching session, you will need to: i) Liaise with your Line Manager to find a suitable time for the three-way call and make the booking on the Coach in a Box website. Please send the conference

call details to your Coach.

ii) Share the agenda for the three-way session with your Line Manager (page 19). If you and your Line Manager are not in the same location, you will need to provide a conference call number or use a three-way call facility to dial in your Coach.

As a last resort, if neither of these options is available, please contact your Coach who will investigate a temporary conference number facility.

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Coaching Session Two (30 minutes Three-Way with Line Manager)

Your Coach will use the agenda on the following page as a framework for the conversation – you will need to share this with your Line Manager. The purpose of this three-way session is as follows:

(a) A shared understanding of strengths and development areas – and the key shift you will be working on

(b) To agree the coaching ‘contract’ between you, your Line Manager and your Coach to support the achievement of the changes documented in your ABIR

(c) To have a shared understanding of wider objectives which should form part of your development

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Suggested Agenda for the 30 minute Three-Way Session

Coach Welcome, purpose and agenda for the session.

Participant Share the shift you think will make the most difference and why. Share the experiments and measures of success you are proposing.

Line Manager Reflections on above and thoughts on participant’s strengths which they could use as enablers. Reflections on the proposed

experiments.

Coach Playback the agreed alignment. Ask participant to share their initial thoughts on their behavioural measures if they have managed to

get this far in the first session.

Line Manager Manager to talk through their thoughts on these behavioural changes and the experiences they could offer to help development so

these can be put into action.

Participant Share names you propose for your Bench, if you have got this far in the process.

Line Manager Gives suggestions to the Bench.

Coach Play back and clarify any actions / next steps / agreements. Check for clarity on (a) commitments and (b) process to support the

participant to get the most from the coaching programme.

All Share reflections on how the session went.

Once you have completed this session, your Coach will email or upload to your My Page any further materials relevant to your programme. Please note that

you are responsible for reading and preparing for the next coaching session.

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Appendix: Delegate Resources Please click on the links below to open Word versions of the following documents which you can save to your computer:

• Questions for LM and HR Contact

• Development Plan

• ABIR Form

• Bench Selection Form

• Bench Invitation

• Bench Welcome

• Bench Final Feedback