Coaching

Fortune 500 Company Engaging With New Conversations

From HR to Coaching, a major insurance company launches a brand new team for connection and engagement. 

Earlier this week I had the opportunity to present my new book The Conversationalist to group of 28 Birkman consultants in training for their certification. The book is about engaging in meaningful conversations and will be published in September. Sharon Birkman Fink, the CEO, was very kind in her endorsements.  Her comments opened the doors for further discussion after my talk at their reception.  Birkman has an amazing team of 5000+ consultants. I’m amazed at the diversity and depth with this community of associates. I had the opportunity to get to know a few of the consultants attending the training from around the country. 

One team of four colleagues was from a Fortune 500 insurance company. They collectively averaged almost 20 years of serving in Human Resources. They have obviously seen significant changes within the organization and among their people of that period of time. Their leader, a veteran of 29 years with the company, has a renewed sense of excitement as they are launching a new effort for HR. She has taken the lead in launching a new coaching initiative within organization that is gaining momentum. 

The team represented the best of HR. All had been personally selected for this new initiative. Yet, all were uniquely gifted to serve from their strengths and experience. They moved to a quiet corner during the reception and invited me to join them as they shared their excitement and talked about the challenges of the coaching launch. There were many questions that came to them as they thought through implementation. Some of the key questions were:

  • Do we match Birkman styles with those we are coaching or do we need to view people from a different perspective?
  • How do we solve the constant internal conflict of managers who are in roles for which they are not prepared or simply don’t have the personality for it?
  • How would you integrate the Birkman within our coaching team? 


After listening to questions, the discussion, and challenges they were to hoping to address I heard 3 themes. 

  1. Gaining Trust - Skepticism is a challenge to overcome in a high stress organization. People in HR often are viewed as more restrictive than empowering.  Introducing another new program and tool may not gain support or be carried out. What keeps this initiative from being the latest programme du jour?
  2. Realigning Team Members - Call Center Challenges. The nature of the work has its ongoing stress, let alone putting people in management positions for which they're not ready, creating additional tension. Determining when team members are not ready or not a fit needs to be high priority. The resulting attrition, low morale, and a disengaged culture only brings low performance.
  3. Going Deeper for Real Change - Solving a problem with a program and policy is one approach. The coaching team wants to get personally connected to key managers to be in a position to impact their attitudes and actions. Whether they are reassigned or resourced they want to develop their people and help improve the overall culture, performance, and engagement within the company. 


The following is a potential 12 Step Weekly Engagement Strategy for a 90 Day Organizational Coaching Pilot using the Birkman 

  1. Review the "How to Talk with Them" worksheet to learn their style. Determine their preferred style of Direct, Indirect, Task, or People (Unless you “read” people very well, we must be students of our colleagues by learning how to approach them. Our style may be very different than theirs.) 
  2. Start with Strengths and Interests
  3. Clarify Career Alignment for Roles and Responsibilities 
  4. Discover High Need and Stress Responses 
  5. Identify Conflict with Team Members and Constructive Pathway Toward Respect 
  6. Create of Growth Plan for Leveraging Strength on the Team, Greater Self Care, and Mitigating Stress Points 
  7. Create a Communication Strategy for weekly Actionable Reminders Personalize to the Managers 
  8. Train the Managers Towards a Coaching Mindset within their Team 
  9. Transition the Disengaged to Positions Better Designed for Profile 
  10. Begin with the Birkman for all new Team Members and Communicate the Culture and Coaching Mindsets within the Onboarding
  11. Measure and Celebrate the Growth and Engagement within your Organization and Culture 
  12. Reevaluate and Adjust for the Next 90 Days Using Real Stories of Change from the Pilot 


These 12 steps represent an approach and a investment that will yield a return of engagement. The new coaching team will have to contextualize these 12 steps for their organization.

What If?

  • What would happen if every leader made a commitment to be this intentional about developing their people and teams?
  • What would be the impact?
  • What’s the impact if you don’t?

If you'd like to discuss creating an engagement strategy for your team let's start a conversation today. Contact russell@leadersadvance.net

Discover Your Life Purpose! 8 Circles, 7?s, and 1 Change for the Year!

Douglas Slideshare

During 2011 I was in a significant career transition. There was a gap in my daily working reality and my passion to influence leaders. I felt the ache from the inside out. I knew something had to change, but that gap seemed impossible to bridge.

I was trying to do the right thing by working my job to pay the bills yet feeling like I was meant for something more... Maybe you can relate? How could I transition from a career, an industry, and a business that I operated for 15 years? The simple answer...Discovering Clarity, Calling, and Coaching into my purpose.

Sounds simplistic but the process required more courage and personal growth than any other time in my life. I'm grateful that I had some amazing people speaking into me and encouraging me to move forward. During that time a statement emerged that today reflects my purpose for coaching with leaders.

Moving Leaders from Inspiration to Impact in their areas of Influence

Discerning, defining, and acting on your life purpose can be overwhelming without help. Here's a great tool to simplify the complexity of capturing and communicating your life purpose. Many leaders I coach are clear on defining their circles yet after some discussion they discover quickly they don't often align. Maybe it's time to recalibrate. Maybe you don't need a massive career move like I experienced but you may need to make some adjustments.

7 Questions!

  1. Do you love what you do? What do you love to do?

  2. Can you define the gap?

  3. Where does your Passion, Mission, Occupation, and Vocation intersect?

  4. How do your Character, Abilities, and Compassion intersect?

  5. What makes you feel alive doing what you love that meets a need in another person's life?

  6. Who are the people in your circles to help you align your purpose?

  7. What changes need to happen?

Take some reflective time to answer these 7 questions and define these 8 circles. Start with using words or phrases to keep it simple. You may find some categories easier to define. I encourage you to press into the areas that may be a challenge. You may need feedback from friends and family. After you have defined these areas now identify the gaps. Brainstorm on some ways to bring your circles together.

Make One Change!

If these circles don't connect for prolonged seasons it leads to stress, fatigue, and often burnout. You risk losing your joy and zest for life. If you've felt some of these symptoms in the last year I encourage you to act on your discovery. Creating a plan to move towards alignment. Start today with a commitment for one Change on your calendar that you can act on your purpose.

If you need help, find a trusted friend, coach, or mentor to get you moving! As you move forward in clarity and change I'd love to hear your progress in the comments below! Enjoy the discovery!

Your change may inspire others to do the same!

Coaching in the Crossroads

Maybe you are at a crossroads today! As I coach with leaders I've noticed intersections that are continual challenges. Here’s what I've observed, there are 5 coaching categories that identify the needs for most leaders. See if any or all represent where you find yourself today.

  1. Stuck In Your Own Head - Leaders Have Blind Spots and Need a Fresh Perspective
  2. Stretched Thin and Stressed Out - Preventing Burnout, Evaluating Commitments, and Righting Wrongs
  3. Strategic Soundboarding - Processing Big Ideas in an Safe and Objective Environment
  4. Sustainable, Scalable or Saleable - Plan and Position Your Business for Growth
  5. Succession - Knowing When it's Time for a Change of Leadership

Bonus - Sanity of Support - You've Hit a Leadership Ceiling. You’re Experiencing the Insanity of Doing Same Thing with the Same Team Expecting a Different Result. Stop Spinning!

Look at the list again. Now, take a quick inventory on a scale of 1-5. 1 if you’re good or 5 if you need help now! Each of these areas may represent a significant pain, potential, or priority to you. How you are navigating through the issues may be influencing other areas of your life. Here’s another list that I have found as 5 primary talking points for coaching my clients:

  1. Habits (Practices and Disciplines)
  2. Health (Physical, Mental, Emotional, and Spiritual)
  3. Time (Organization, Productivity, Recreation, Free)
  4. Money (Income, Spending, Debt, Investments, Retirement)
  5. Relationships (Family, Friendships, Church, Community, Work)

A mature leader will know when they are at a crossroads. These are defining moments that require an honest assessment of reality, objective counsel, and trusted friends. Every leader faces one of these intersections on their journey.What kind of help do you need today to navigate your next decision?