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Posts Tagged ‘training for managers’

How Great Managers Recognize The Right Opportunities for Coaching

Aug 11, 2010 Executive Coaching, How to Manage Your Team, Sales Coaching, Sales Management, coaching for managers, coaching salespeople, management tips


Where do you look for and uncover that ‘perfect’ coaching moment? How do you recognize where your direct reports need coaching and could benefit from the coaching most?

Actually, uncovering what you can coach someone on, from a tactical perspective, is actually the easy part. Managers are pretty good at recognizing problems, needed strategies and desired outcomes. However, it’s uncovering the why (the real source of the issue) and the who or the often very elusive and limiting thinking, assumptions or outlook people have which is ultimately preceding and driving their actions and behavior that is the tricky part and why many of the strategies and answers managers share either do not work or work well enough to become the long term solution. (If you’ve ever found yourself delivering ‘repetitive coaching’ or having the same conversation with your direct reports, that’s a sign that you haven’t gotten to the actual source of the issue or you’re spending your time on the wrong issue, digging in the wrong hole with no treasure to be found.)

Demonstrating this ability to get to the core of the right issue that leads to measurable and positive change is a true testament of an exceptional coach. The good news is, you can learn how to more precisely uncover those exceptional opportunities to deliver timely, relevant and powerful coaching. Here are some ideas that will guide you on the path to do so.

Regardless of the topic, skill, problem or mindset you’ve identified as a possible focal point in your coaching, there is one factor that’s always applicable in every coaching scenario. It also happens to be the very thing each coaching opportunity has in common. That is – The Gap.

The Gap is the space that exists between where the person is today and where they want or need to be or what is possible for them to achieve. It’s the void that exists between the person and their goal or solution; and where the coaching opportunity will evolve from that they often cannot see on their own. As a coach, it’s your responsibility to identify and fill in this Gap. The question is, how, exactly, do you accurately uncover this Gap?

There are three primary ways you can identify the Gap.

1. Through Observation. It’s essential that every manager takes the time to observe their direct reports in the field or on the phone, presenting or interacting with their customers and prospects. This is one of the most essential activities any manager can engage in. Otherwise, you run the risk of relying solely on what you hear from your salespeople and while it may be a truth, it’s only a subjective or partial truth or piece of the puzzle based what they see solely through their eyes. Like a great sport coach on the sidelines, observation will help identify the ‘blind spots’ that every salesperson has in order to get a full panoramic view of the most objective truth and what is really going on. After all, it’s very difficult to self diagnose when you’re in the middle of the game.

2. Through Conversation. Whether on the telephone or face to face, regardless if this happens during normal conversation or a scheduled coaching session, the Gap can also be identified in every interaction you have. Creating the safe space that allows people the time to process their thoughts, challenges and feelings on their own encourages a deeper level of self awareness which fosters more accurate self diagnosis and strengthens their problem solving skills. While certain strategic opportunities, skill gaps, assumptions or misconceptions can be identified, keep in mind; any great coaching must be complemented with observation so that you have the first hand evidence of what is really going on without relying solely on one source – the person you are coaching.

3. Through Evaluation and Inspection. While many managers hide behind and rely too heavily on diagnosing problems through inspection and the analysis of reports, spreadsheets and data, it is ironically often the least effective of these three strategies managers count on to uncover the Gap. Even conducting peer to peer or customer interviews to gain further insight about your direct report, while immensely valuable, still only provide you with a portion of the story. However, when used in conjunction with the other two strategies, this becomes another useful complimentary component to identify where certain activities, results and skills may be lacking. Keep in mind, data only shows you what is going on and can also be subjective. It doesn’t tell you why it’s happening. As such, observation and coaching conversations must also be leveraged to get the full story, rather than a small portion of the story to uncover the specific areas you can coach someone on. Remember, you are, first and foremost a people manager, not a data manager.

Instead of sharing what you perceive to be the solution to a problem before understanding the person’s specific needs, challenge or root cause of an issue, rely on deeper questions to assist in recognizing the Gap in every coaching conversation or situation with your staff. Whether the Gap is identified by you or the person you’re coaching, this will elevate your awareness so that you can pinpoint what is really going on with laser-like accuracy.

Any great coach realizes there’s not just one ‘right answer’ when coaching or only one way to uncover a powerful coaching moment. Leveraging these three distinct approaches will ensure that you are precisely coaching to the relevant Gap. Moreover, it will demonstrate the importance of investing the proper time to uncover a meaningful coaching opportunity rather than one that is hollow, inaccurate and ineffective. Improving your accuracy in uncovering the proper Gap to coach on will facilitate the changes in behavior that will lead to improved performance – and masterful coaching.

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Assumptions that Managers Make Which Fuel Mediocrity and Conceal Powerful Coaching Opportunities

Jul 15, 2010 Career Advice, Executive Coaching, Sales Coaching, Sales Management, coaching for managers, coaching salespeople, training for managers


If you’ve been following my blog and read my book on coaching, you may be asking yourself, “Okay, I get what coaching is, I realize that I need to upgrade not only what I do and how I coach but also how I need to think but wait; what, exactly, is actually coachable? Is everything coachable? Are some things ‘not coachable’?”

The short answer is, everything is coachable. Well, if that’s the case, then you may be wondering how you can recognize those powerful coaching moments and opportunities during a conversation. Here’s an experience I had that will begin to answer this question.

Monique, a director of sales for a large corporation came to me frustrated about the lack of execution and level of success around the new sales model she developed for her inside salespeople. During our coaching session, I asked Monique to share with me the steps she’s outlined in the new sales process that she wants her salespeople to follow. She did so, with great clarity, until I probed further around what she meant by her step three, the qualification process.

Monique responded by saying, “I want them to do a better job at qualifying every opportunity. I’m tired of my telesales reps filling their pipeline with customers and prospects who will never buy from us or are simply not a good fit.”

Of course, that made perfect sense to me. I then asked her what types of questions she wants her salespeople to ask when qualifying their customers and prospects. Being a top producer herself before moving into management, Monique took this opportunity to demonstrate her well developed skill at qualification.

After she did so, it was the next set of questions I asked that created the valuable coaching moment for her.

“Monique, those questions sound perfect, however, I’m curious. How much training did you provide your salespeople around asking these questions? Have you documented these questions so they can use them consistently when making their sales calls?”

Together, Monique and I identified the Gap, which is the space in every coaching conversation when you and the person you are coaching uncover with pinpoint accuracy the most relevant solution or exactly where you can deliver the most value that will foster breakthrough results. (You can read more about The Gap in one of my prior posts here. Coaching The Gap.)

For Monique, she made some costly assumptions about her salespeople’s level of comfort, skill, awareness and understanding when it came to asking the right qualifying questions. Monique took this a step further and created an additional coaching opportunity with her sales team during a team meeting by having them come up with the list of the top qualifying questions. This way, her team felt a deeper sense of ownership, since they were the ones developing these questions.

Not only will you get better at uncovering those coaching opportunities in the gap, but you may have already discovered that there is a big difference between training and coaching, and managers don’t often have a clear distinction between the two. As a result, when managers finally do uncover The Gap, they have a tendency to blend these two distinct solutions together, causing confusion in the minds of both the direct report, as well as the manager.

Managers must learn how to recognize when the right solution is training, coaching or a blended approach that may require both training as well as coaching. (You can read more about this distinction between coaching and training in some my prior posts here. Do I Coach Them Or Train Them, Part One, Part Two and Part Three.)

Whether you’re a manager, business owner or executive, I hope that you are beginning to realize the incredible power you can unleash through coaching– the power to transform the way you do business, develop your people and your career, as well as how you choose to live your life so that you can leave a lasting legacy that you’re proud of.

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Recognize Those Defining Moments To Transform Your Team Through Coaching

Jul 8, 2010 Executive Coaching, How to Manage Your Team, Sales Management, coaching for managers, coaching salespeople, training for managers


Marco, a manager who participated in one of my management coach training programs, shared this story with me two days after he competed this training, right after a coaching experience he had with one of his salespeople.

He told me he was at work, walking down the hallway towards his office. Miguel, one of his direct reports walked up to Marco and asked him if he could help with a problem he was having regarding one of his key accounts and moving this selling opportunity through his pipeline and towards the close. He needed to call this customer back later today and wasn’t sure how to drive the conversation forward.

Marco remembered what he learned from some of the coaching simulations that he did during the training and, instead of reacting by delivering a quick solution so that he can move ahead and get back to his office and all of the other pressing tasks he had on his plate for the day, he recognized this was one of his defining moments – a coaching opportunity. As such, he stopped, paused, and started asking Miguel some questions.

As a manager, what questions would YOU ask Miguel at this point?

Here were just a few coaching questions that Marco asked Miguel:

1.What is the specific outcome you’re looking for when you speak to this customer?
2.How do you envision accomplishing this?
3.Tell me what you’ve tried so far?
4.What are some other ideas you feel might work?
5.How have you handled something like this in the past?
6.Based on what we’ve just discussed, what’s going to be your strategy moving forward with this customer?

Marco told me that, at the end of this conversation, not only did Miguel come up with a solution on his own, one that he felt really good about, but it was a better solution than the one that Marco would have given him!

Miguel walked away from that conversation, with a greater sense of confidence, especially since he felt empowered by coming up with the best solution on his own. He also felt truly listened to and acknowledged, which strengthened the trust and relationship he has with his boss.

The added benefit that Marco reported on was, the very next day after his conversation with Miguel, Miguel informed Marco that he had another situation with a customer, similar to the one they discussed the day before. Because of the coaching Marco provided, Miguel reported that he was able to create the solution on his own without having to come to Marco about it!

Now, multiply the number of conversations you have like this, per day with every one of your direct reports. How much time do you think you’ll save so that you can focus on developing your people and your business, instead of continually running from one fire to the next?

Think about what we’ve achieved here. Think about your own management style. Now, think about the conversation that transpired between Marco, the manager and his salesperson.

This experience encapsulates many of the lessons when it comes to delivering masterful coaching. The coach’s mindset, such as being curious, being patient, being process driven; building trust, facilitating conversations through better questions and uncovering The Gap, tapping into people’s individuality and of course, the very essence of masterful coaching, abandoning your role as Chief Problem Solver.

Now that you have a deeper understanding of what great coaching looks and sounds like and the steps you can take to prepare yourself, as well as your team for coaching, start recognizing all the coaching opportunities you have in front of you.

Start challenging your current way of thinking and most important, start asking more and better coaching questions to further develop your team’s problem solving skills when you’re people come to you, looking for the answer.

Here’s a final tip from your coach: Realize that the best coaching moments aren’t always going to present themselves when it’s convenient for you, or during a scheduled coaching session.

That’s why I refer to these moments as defining moments. It’s your moment of truth, your moment to choose whether you react as you have in the past and continue to re-create the same results as before – or respond by taking a step back, and create the space for masterful coaching to occur.

Remember the A.B.C.’s of coaching. Always Be Coaching. In every conversation, in every interaction, allow coaching to become your new standard of thinking, communicating and how you engage your team.

To drive this point home, let me leave you with this final question.

How do you change a culture? How do you transform talent?

One person at a time. One conversation at a time.

The change starts with you. And that is great news because transforming the talent on your team really is all in your power.

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Do Your Employees Trust You? How to Build Trust – and Destroy It in an Instant

Jul 2, 2010 Career Advice, Executive Coaching, HR issues, How to Manage Your Team, Live Responsibly: Life Tips, Great Living, Sales Management, career coaching, coaching for managers, coaching salespeople


You Gotta’ Have Trust.

At the conclusion of a training event that I delivered for a team of about 20 managers, one of their action steps at the end of the training was to introduce coaching to their team and enroll their salespeople in being coached on a consistent basis. About a week or so after the training was over, each manager emailed me to report on how their conversations went. 18 managers told me that their team was not only bought into being coached but were generally excited about the opportunity to get more personal time with their manager!

However, the emails that I received from the other two remaining managers did not sound as promising. These two managers felt that their team was not on board with the idea of being coached and experienced a general sense of resistance from them.

The question is, why? Was it that these two managers had a team of salespeople who just weren’t coachable?

I don’t think so.

After further due diligence and speaking in confidence with those two sales teams who were pushing back on being coached, it turned out that the real source of the issue came down to one thing; trust. For you to shine as a masterful coach, it cannot be overshadowed or clouded by doubt, fear or uncertainty that may exist in the hearts and minds of your people.

That’s why trust is the backbone of coaching. Without it, you’ll experience the same resistance from your team that these two managers did.

1.So the question is, do your people trust you?
2.How do you know? What is the evidence you see to support this? Are you the first person to know about a concern someone on your team has that’s inhibiting their performance or level of commitment to their job – or are you the last to find out?
3.Have you always been clear about your intentions when coaching or supporting them, or making changes, or did you leave it up to them to decipher?

Remember, listening to you and trusting you are two different things. Coaching by definition fosters a deeper connection, level of openness and transparency with your team. However, if there’s a lack of trust, if trust has been compromised in any way, if the ground rules for coaching were not clearly established up front, the coaching will not be as effective.

The real danger here is, now the manager runs the risk of assuming that it’s the coaching that does not work, rather than the fact that it is really is a trust issue.

What many managers fail to realize is, that there is strength in vulnerability, not weakness, as many would assume. It is an important component to building trust and strengthening the relationships you have with your team.

Coaches and managers, unlike superheroes, are humans, too, and making sure your humanity and authenticity is clear to your team is an important part of building a deeper level of trust. After all, you can’t fake authenticity.

The good news is, you have the power to rebuild and regain trust in practically every relationship and it all starts with having an open, honest conversation, while setting up the expectations of coaching and the rules of engagement right from the start. You can’t change the rules in the middle or at the end of the game, as that is a sure fire way to instantly erode trust.

Remember, trust and loyalty are earned, not inherited, so become mindful of those things that you need to stay away from that will erode the trust you need for your coaching to succeed and to foster a healthy, open coaching relationship from the start.

Stay tuned for my next post, when I list about twenty different activities and behaviors that managers engage in which compromise trust and your ability to deliver effective coaching that results in improved performance.

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Is My Team Uncoachable? The Top Ten Reasons Why Coaching Fails When Managers Attempt to Coach Their Team

Jun 2, 2010 Executive Coaching, Sales Coaching, Sales Management, coaching for managers, coaching salespeople, training for managers


“I’ve tried coaching my team. It didn’t work.” Really? Was it the coaching that didn’t work, the manager’s coaching that didn’t work or was it more about how the coaching was delivered that didn’t work? As a manager, there are many things to consider when rolling out a coaching program for your team that will lead to a successful initiative, a mediocre one or a coaching program that will go down in flames.

Since my last book, Coaching Salespeople into Sales Champions, I’ve been spending the majority of my time (every week!) delivering my management coach training programs for both domestic and global organizations. And the more I deliver my program, whether it’s to a team of sales managers who want to learn how to facilitate more effective sales coaching interactions with their salespeople that drives more sales or to a team of executives, VP’s and senior leaders who are in the position where they can provide a deeper layer of support by authentically coaching their management team, the more I find consistencies as to why coaching doesn’t work.

For any company wide coaching initiative to be effective and long-lasting within your organization, there are important obstacles that a manager or internal sales coach needs to address. Rather than do a deep dive into each of these 10 points, leverage this as more of a checklist for you to use before rolling out your coaching program.

If you’ve already attempted to coach your people and have experienced varying degrees of success, do not give up! This checklist can be used for you to diagnose where the breakdown is so that you can recalibrate your coaching efforts and overcome some of the obstacles that may have been outside of your line of vision.

The Top Ten Reasons Why Coaching Fails When Managers Attempt to Coach Their Team

1. Coaching In Your Own Image. “I’ve been doing this for 10 years. I already know the ‘right’ way to sell which has always worked for me. So if I were you, I would do it this way.” Note: Your building robots using this approach, not tapping into people’s individuality.

2. Poor Positioning. How did you set the expectations of coaching? “All the underperformers, please stand up! Here’s your chance to redeem yourself!” Ouch. This “Broken Wing Mentality” (Remedial Coaching) doesn’t create an atmosphere where everyone would want to be coached.

3. Past Experiences. “I’ve already tried to coach my people. It didn’t work.” Well, maybe it’s more about how you tried to enroll them in coaching that didn’t work. Every day, more and more statistics and surveys are showing the R.O.I. that good coaching generates. It’s time to do some self analysis and ask yourself what role you’re playing in this.

4. Inconsistent Coaching and Support. Sure, you may have been excited to coach your team but what message are you sending them when you cancel that coaching session you scheduled with them, regardless of how good a reason you had, your employee is thinking is “I guess I’m/the coaching isn’t a priority/important enough.”

5. No Training. The manager is not trained in coaching. It’s tougher than you think, especially around observation techniques and delivering actionable feedback that drives positive change and measurable results. This leads to two other challenges.

• Hollow Coaching. Focusing on the ‘what’ rather than going deeper to uncover the ‘why.’ Managers are good at uncovering what’s going on; you can see that by looking at a monthly activity report. Where managers drop the ball is uncovering why the behavior is going on or the actual reason behind the lack of activity. This often leads to something that many managers experience, which is:
• Repetitive Coaching. “Now we’ve already had this conversation five times over the last month. Looking at your activity the problem is you need to make more calls. So, make more calls! Call reluctance you say? Well, you just have to be more resilient.” Can you envision the salesperson walking out of that conversation with a powerful epiphany?

6. Event Based. The coaching is event based rather than culturally based to ensure long-term consistency. No coaching plan – no long term success.

7. The Manager Assumes They Have the Trust of Their Staff. This is a common challenge amongst many teams which breeds the resistance to coaching at the very core. Your experience as a manager is one thing that can inhibit your coaching effectiveness but what about your employee’s experience either with you or their prior manager? What if they had a prior experience that was less than favorable? Has this been addressed? Do your people really and truly trust you? How do you really know? Conversely, maybe the manager doesn’t really want to coach or doesn’t believe in coaching or maybe the manager doesn’t have the full authentic commitment to want to make their people more valuable and truly put them first. This is also felt by your team and will affect the level of trust you can foster.

8. The Manager is Coaching the Wrong People. “I only coach the underperformers and leave the top performers alone.” What a great strategy if you want to send the message that coaching is ONLY for the underperformers, while isolating your top performers. Then we wonder why we’re losing our good people. Everyone wants the attention of their manager but for different reasons and we need to align our coaching with where we can deliver the most value for them, individually.

9. Investing the Right Time With the Wrong Approach or Conversation. I can keep spending time pushing on a brick wall but that wall is never going to move. Just like I can say I’m investing the time coaching but am I truly coaching my people or am I simply doing what I did yesterday and relabeling it coaching? I can tell you that this is probably the biggest challenge I see amongst management teams today. That is, they think they’re coaching but they are not. The role plays and skill practice scenarios that I do during every training event continually support this to be true.

10. Toxic Management Style.
• Reactionary
• No patience. Here’s a tip – there’s no such thing as speed coaching. One of the most valuable parts of coaching is creating a safe place for your people to process and self reflect. You don’t always get that in a five minute interaction and if you rush the coaching process, you are only robbing you and your people of a powerful coaching experience. Remember, just because they don’t ‘get it’ as fast as you do or as fast as you think they should doesn’t make them wrong or less valuable. Honor and respect where each of your performers are regarding their own learning style and path of development.
• Misconceptions of what coaching is from both the manager and the salesperson. Time to even the playing field by uncovering each person’s perception of coaching, creating a universal definition of coaching and then setting the expectations on both sides.
• Managers not modeling it, walking their talk

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VIDEO: Fatal Coaching Mistake. Managers, Share Ideas, Not Expectations

Mar 12, 2010 Executive Coaching, Videos, coaching for managers, coaching salespeople, training for managers


It is a fact that if you’re a boss, manager, or executive responsible for managing people, you are their superior. And, therefore, you have a certain degree of influence over how your staff feels about certain things.

Managers and executives have the power to shut down a conversation or open up a dialogue. Quite often, they don’t realize how much of an influence they have over their staff and how influential they can be without even trying. When a manager takes a strong stand or position and makes a statement like, “Here’s the solution” or “Here’s how it is,” it removes any opportunity for others to contribute a different and potentially better idea.

There’s a difference between sharing an opinion or idea and sharing an expectation. It’s one thing if the manager or boss shares an opinion that allows the dialogue and flow of the conversation to continue moving in a positive, collaborative direction. It’s entirely different when the manager shares an expectation with a strong agenda or ultimatum behind it.

An opinion or idea from the boss opens up further conversation. An expectation shuts it down.

In this video, I discuss this approach managers can take so that you will be more likely to get a response that encourages unfiltered collaboration and multiple contributions.

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Where Does Coaching Fall As A Priority for Sales Managers? Part Three

Jan 26, 2010 Executive Coaching, How to Manage Your Team, Sales Coaching, coaching for managers, coaching salespeople


Recently, I shared with you fourteen questions, observations and potential pitfalls that every company needs to address in order to ensure the long term success of any coaching initiative.

In this final part of a three part series, I answer the question, “Where should coaching fall as a priority for a sales manager and why?”

I will tell you with great certainty; there is no single activity that will drive more sales and produce better results that would be considered more important than effective coaching. As such, it is the most important priority for every manager and the greatest gift they can give to their team and quite frankly, to themselves.

So, why should coaching be a priority? In the spirit of efficiency, here are just a few reasons why. If you are coaching your people correctly, the majority of the problems that most managers experience go away or dramatically decrease. When managers coach effectively:

*Your sales increase and your people are selling more

*Performance and productivity improve

*Underperformers get turned around or handled quickly and appropriately

*A deeper sense of loyalty, trust and commitment is established between management and salespeople

*Performance issues decrease

*Communication breakdowns are practically eliminated

*The overall culture of the company is dramatically improved

*There’s greater alignment around goals with less pushback

*You attract better talent to your organization

*Top performers are happier

*You retain your best people

*Your team becomes more accountable and self reliant

*You find your job more fulfilling and satisfying

These are just a few of the top benefits you can realize when a manager is authentically coaching their sales team.

Moreover, I haven’t even mentioned how managers can then coach up to their manager and how it affects interactions amongst the leadership team which ultimately affects the sales team. Avalanches, of course, roll down hill.

Alternatively, there are still those managers who think they are coaching but are still experiencing problems and are not realizing these measurable benefits. If that’s the case, then simply put, these managers are not coaching, not coaching consistently or there are some gaps in their thinking, approach or skill set as a coach which they are not aware of or simply don’t want to change which is diluting the effectiveness of their coaching. For some managers, while contrary to their belief, coaching is more about changing your title and then continuing to manage your people the way you did yesterday.

For those coaches or managers out there who are coaching effectively, even those managers who are running into some challenges, I’d love to hear from you, feel free to send in your comments as well as your challenges so that I can address them here for you.

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Reaching Year End Sales Goals – The Coaching Conversation Every Manager Needs to Have With Their Salespeople

Jan 18, 2010 Communication, Executive Coaching, Sales Coaching, Sales Management, coaching for managers, training for managers


It’s the third week in January. Do you know where your goals are? At this point, a good number of managers have already set their 2010 sales goals for themselves and for their sales team. Whether these goals were sanctioned from the top, developed through a mutual collaboration between the salesperson and the sales manager, have been calculated by a formulaic process based on the salesperson, the marketplace and their territory or were developed and disseminated to their salespeople with a more reactive ambiguity, (“Just get out there and sell more this year!”) the majority of managers are thinking about making 2010 a better year than its predecessor.

While some level of goal setting activity has taken place or a declaration has been made by the manager how important it is to “do better this year,” it’s the deeper conversation that follows the goal decree which I often find missing within sales organizations that needs to be facilitated by management.

Sure, you may have set the sales goals with your sales team, and you may have even discussed strategy with them; that is, how they are going achieve their goals. You may have gone as far as having your salespeople submit a business plan to support this. While these are healthy practices for management and for their salespeople, these sparkles of management brilliance do not encapsulate the full composition needed to ensure success throughout the year.

For example, when discussing your sales goals with your salespeople, did you address the following topics?

Exactly how they are going to attain their goals; that is, the strategy that needs to be executed.

*Their level of buy in around their goal.

*Their level of confidence around attaining their goal.

*The potential roadblocks that can sabotage their efforts and prevent them from reaching their goals.

*The role they want you, as their manager, to play in supporting them.

*How they want to be managed around their goals.

*How they want to be held accountable around reaching their goals and how they want you to approach them if they drop the ball.

*The structure they need to put in place regarding how they will manage their daily activity that will move them towards attaining their goals.

What follows is a brief outline for any manger to use when conducting that coaching conversation with their salespeople around their yearly sales goals, while ensuring your salespeople are bought into being coached and supported by you. You will notice that these questions will address the gaps I mentioned that often go overlooked until it’s too late. At this point, managers now find themselves in the reactionary position of spending their time managing problems and fires rather than managing goals and coaching their salespeople on achieving them.

Please note that the following outline and questions have been developed with a few assumptions in mind. First, you are already coaching your salespeople. Second, your sales team is bought into being coached by you. Third, you are truly coaching them using a proven coaching framework (rather than relabeling how you managed them yesterday as coaching). Finally, their sales goals have already been established. (We’re not talking about their personal goals at this time.)

Keep in mind, this is just an outline. While it’s critical to appreciate the importance of having this conversation with each of your salespeople, you may want to fine tune it to best fit your situation.

Step One: Schedule at least a one hour meeting. (This is a conversation too important for anyone to rush through. After all, planning for the race always takes longer than the race itself.)

Step Two: Set the expectations of your meeting and what the objective of the meeting is with them. For example, “I want to use our time today to discuss your goals, how I can support you around achieving them and how together, we can develop the best strategy for you that’s going to drive the results you want.”

Step Three: Discuss the goals that have been set. Ask questions such as:

1.“So, how do you feel about your goals?”
2. “How did you come up with that goal?”
3. “How confident are you about achieving this goal?”
4. “Why?” “What’s making you feel that way?”
5. “What would it mean to you if you achieved these goals? (Personally/professionally)”
6. “What’s the cost you would incur if you don’t achieve them? What would it mean to you if you don’t achieve these goals? What would happen then?” (This isn’t old school motivation by fear or consequence. Rather, for those underperformers who need to understand that there may be a consequence incurred if they fail to reach their goals, this helps them articulate it in their words, instead of the manager standing on their pedestal preaching the consequences to them and sounding like the bad guy. Remember, people listen better and believe what they say more than what they’re told.)

Step Four: Enroll them in coaching (if need be). The timing to do so is perfect, as coaching is the means for them to achieve their goal and how management needs to support their people in doing so.

Step Five: Facilitate this conversation using the following questions:

1.What are the parts of your job that you’re exited about and motivate you?
2. What do you want to/need to achieve in the short term/long-term that will support your goals? (If you’ve already established this, i.e. in their business plan, you can skip this.)
3. What’s your action plan and strategy to achieve your goals? (If they don’t have one, make sure they have a top level view of what this could look like and make this one of their action steps that they need to complete for your next coaching session with them. You can start this process by asking them, “So if you were going to put together an action plan and a strategy to achieve your goals, what would that look like? What would some of the necessary components of your strategy be? Think about the last goals that you’ve achieved. What has made you successful before?”
4. How can I best manage and support you to achieve these goals?
5. How do you like to be rewarded/acknowledged for a job well done?
6. How will we measure your success and progress along the way? (30, 60 and 90 day milestones and mini-goals are critical to maintain your sales team’s focus and motivation throughout the entire year. A year end goal is a long way off. So, celebrate wins along the way and use these milestones as an opportunity to adjust or modify their strategy if necessary.)
7. What might sabotage your efforts to achieve these goals? What do we need to look out for that would get in the way of achieving your goals? What safeguards can we put into place to ensure that doesn’t happen?
8. What structure do you need to put into place in order to make sure you’re engaging in the right activities each day that support your goals while keeping the distractions at bay? (Hint: A structured routine!)
9. How can I hold you accountable around your goals in a way that will sound supportive rather than negative?
10. How do you want me to approach you if you don’t follow through with the commitments you make? What would be a good way to bring this up? How do you want me to handle it?

Step Six – Debrief:
1.So, how are you feeling about our conversation (and first coaching session)?
2. Do you have any concerns moving forward?
3. Great, and to reconfirm next steps, what are you going to be working on next? (What are the action steps you’ll be taking based on our conversation today?)
4. Lets go ahead and schedule our next meeting. What are you willing to commit to having completed by then?
5. I’m looking forward to working with you so that you can achieve your goals this year!

TIP:
Give your salespeople the space to answer these questions. Remember, some of these questions are not only questions you may have never asked your salespeople, but questions they, themselves have never been asked before. So, don’t rush them through this important process of self discovery and do make sure they answer your questions completely.

Additional Questions to Use:
• What do you want in your career that you don’t currently have?
• What do you want to be doing that you aren’t currently doing?
• What are you doing now that you don’t want to be doing?

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The Ten Best Books to Read in 2010

Dec 30, 2009 Books by Keith Rosen, Executive Coaching, How to Manage Your Team, coaching for managers, training for managers


Selling Power magazine just released their list of The 10 Best Books to Read in 2010. You can find the full list of these top ten books on Selling Power’s blog here.

My book, Coaching Salespeople into Sales Champions is listed #1. I’m deeply appreciative of this recognition. You can find the full review below. Most important, I hope this book continues to make the impact it has on managers world wide, regardless of industry or profession, providing the guidance and strategies that are desperately needed to succeed as a leader and as a coach in this new marketplace in order to end the timeless struggles that managers are faced with, get your people hyper-productive and ultimately have them perform like true champions today. (You can find more information about this book here.

Coaching Salespeople into Sales Champions

Review below by Gerhard Gschwandtner, founder and publisher of Selling Power Magazine:

The 10 Best Books to Read in 2010

Charles W. Eliot once said, “Books are the quietest and most constant of friends; they are the most accessible and wisest of counselors, and the most patient of teachers.” The profession of selling is fortunate to have a multitude of counselors who are willing to share their insights with their peers. Below is Selling Power’s selection of the best books to read for sales managers and salespeople to boost sales productivity, to improve sales and to increase customer value. These ten books contain hundreds of valuable ideas that – if applied correctly – could easily increase your sales by 10% – 30% in 2010.

1. Coaching Salespeople into Sales Champions: A Tactical Playbook for Managers and Executives by Keith Rosen

How many salespeople on your team are not employing their full potential? 50%, or more? What stands in the way to greater performance isn’t something they don’t have, but something they don’t get: professional coaching. The sad truth is that most sales managers don’t have the skill set that it takes to make a positive difference in their salespeople’s performance.

Most managers act as “super closers” and at the same time they complain about their salespeople’s inability to improve. Their approach to coaching is “telling and yelling.” The good news is that Executive Sales Coaching shares a proven process where sales managers and salespeople can co-create new skills in a fail-safe environment. The outcome: salespeople will create their own solutions.

This book will show you how you can:

*Help salespeople use their hidden capacities to solve their own problems

*Create a culture of accountability where salespeople strive to live up to their commitments

*Establish a climate of constructive collaboration that allows people to grow

What do I think? There are only a handful of great sales coaches. Keith Rosen is one of the top three in my mind. His book shares all the essentials you need to achieve a positive transformation of your sales team in 2010.

The downside: Once you’ve opened your eyes to the amazing possibilities of coaching salespeople, you’ll become hyper-critical of other sales managers who are stuck in the old ways of managing by “telling and yelling.”

You can read the full review and find the other top ten books on Gerhard’s blog here.

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VIDEO: More Frequent Coaching Yields a Measurable R.O.I.

Dec 29, 2009 Executive Coaching, How to Manage Your Team, Sales Management, Videos, coaching for managers, training for managers


If you go to the gym on a frequent basis, you’ll get in better shape. A sound and fairly obvious principle. The same principle holds true with coaching the people in your company.

The measurable return you receive from investing your time coaching your people is similar to the payback you get when working out or engaging in some type of physical exercise on a consistent basis. That is, if you coach your people more frequently and consistently, your career and the career of those people on your team becomes much healthier.

Moreover, you have your finger more readily positioned on the pulse of what’s going on around you and within your organization so that you have the ability to handle what would initially be perceived as a small challenge or inconvenience before it blows up into a grand scale problem or costly catastrophe.

After all, problems are what happen when you fail to recognize the clues around you.

Below is a 45 second video I did that discusses this.

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