Coaching Tactically and Coaching Strategically

I work for a tech start-up in the heath care space and within our company (at least in our office which is lead by a couple of former Microsoft ninjas) two key buzz words are tactical and strategic. I was not sure exactly what these words meant and how they were used in business until I had a very specific meeting with our site director who was my manager for roughly 6 months. I was in a one-on-one meeting explaining some challenges that I was facing in my role. Every day I was reacting to problems that bubbled up and needed my immediate attention, and I was not quite doing anything that would get ahead of those individual problems or solve the long term issues that grew out of acute problems. My boss at that point described the difference of thinking tactically versus strategically.

 

The daily grind and the individual problems that scream for our attention is the tactical work. The long term planning and insightful problem solving that stops those problems from showing up in the first place is the strategic work. The tactical is important and takes a certain set of skills, but the strategic is the differentiator, what separates the average companies from the excellent companies, what makes the top employees stand out from those who show up each day and punch a clock. What I was learning in that one-on-one was the difference between the two types of thinking, but now when I look back, I’m also able to see the difference in the coaching style that was taking place along those same lines.

 

In his book The Coaching Habit author Michael Bungay Stanier makes a distinction between two types of coaching, coaching for performance and coaching for development. He describes the two styles and approaches in the following way, “Coaching for performance is about addressing and fixing a specific problem or challenge. It’s putting out the fire or building up the fire or banking the fire. It’s everyday stuff, and it’s important and necessary.” In this quick quote he is describing tactical coaching. How can you help an employee, colleague, or friend navigate the individual challenges that are popping up in front of them and how can they get through those hurdles? Bungay Stanier continues, “Coaching for development is about turning the focus from the issue to the person dealing with the issue, the person who’s managing the fire. This conversation is more rare and significantly more powerful.”

 

The second piece is about coaching strategically, helping the individual see not just how to overcome one challenge, but how to adapt and change what they are doing, the process they work with, and how they are approaching obstacles to make them better in the long run. It is a focus on the individual and their growth as opposed to a focus on a problem and how to address that problem. Thinking strategically requires awareness and an understanding of common threads between problems and issues. When you coach strategically, that is what you are trying to build in the other person. You are working with them to find the areas of growth that will connect the dots in their own life and story, and you are working with them to shift their perspective to solve long term problems, build successful habits, and move beyond immediate issues. This is what my boss was doing with me when he explained the difference between thinking tactically in my daily work and angling myself and my operations to be more strategic.

Kickstarting Conversations

When you are coaching someone professionally, meeting with a colleague or associate, or just hanging out with a spouse or friend, how do you really get around to having important conversations? In my life, I too frequently have quick chats about the weather that don’t often lead to something more interesting. Inevitably, when I head down the weather small talk, I bring up the Don’t Panic Geocast (a fantastic geology podcast that I highly recommend) and get too deep into the science of a given weather patter or how that weather shapes some aspect of earth science. The point I am making is that some days and in some situations getting a conversation going is a challenge, and sometimes the conversation we get started is not the conversation that we both actually want to have.

In his book on how to be an effective coach and create habits that lead to positive coaching interactions, Michael Bungay Stanier offers a solution to the conversation initiation conundrum. He offers what he calls a Goldilocks question that is just right to get a meaningful conversation flowing. He looks at this question specifically in the realm of coaching, but it can be used across the board when conversation about sports teams has died out or when you don’t want to talk to the 17th person about that day’s weather. Bungay Stanier’s question is simply, “What’s on your mind?” which he describes as “An almost fail-safe way to start a chat that quickly turns into a real conversation.”

The power of this simple question according to Bungay Stanier is that “its a question that says, Let’s talk about the thing that matters most. It’s a question that dissolves ossified agendas, sidesteps small talk and defeats the default diagnosis.”

In a coaching relationship, it can feel like you need to be in control. That you need to direct the conversation and ask intimate probing questions that get the subject to connect new dots and make new realizations that they previously were unaware of. While asking more questions than speaking is a good thing, the coach does not really need to be in control. When you are helping someone else as a coach, you can use this question to give them a little more control of what is discussed, because they are the one who knows best what issue they are facing and need assistance on. Asking “what’s on your mind?” and not forcing a question toward a specific area will allow the conversation to center around the biggest item that needs to be talked through and ironed out. Rather than getting stuck in a rut with your coaching, this question requires you the coach to be nimble and on your feet as conversations go where the subject needs them to go, not where you are comfortable with the conversation going.

In my life I have not been good at remembering this question. It is one that I hope I can return to and one that I hope can help me have deeper conversations with my wife, my uncle, and some of my friends.

Resistance to Change

A short section in Michael Bungay Stanier’s book The Coaching Habit is titled “One of the laws of change: As soon as you try something new, you’ll get resistance”.

 

I think we have all experienced this at one time or another in our lives. We end up with the habits and patters of our lives because it is easy. We get used to doing the same thing each day and become accustomed to the same routine. Changes and adjustments to that routine become incredibly difficult and we often find ourselves doing the same things each day and then reflecting back and wondering why we didn’t make the change we wanted or why we couldn’t fit in something new.

 

Bungay Stanier doesn’t see these habits and the resistance to change as a necessarily bad thing. If you can develop a great routine that is helping you to be healthy, encouraging meaningful relationship with those around you, and allowing you to accomplish the most important things in your life, then you can use the power of habit to your advantage. The grooves and tracks in life that make change hard, can be an advantage when you don’t want to think about working out in the morning or after work and when you want exercise to be something you do out of habit. What is important with habits is to remember that habits can be tools to shape the structure of our lives so that we achieve the outcomes we desire. Bungay Stanier writes, “We live within our habits. So change the way you want to lead, and build the right coaching habits.”

 

The book is specifically about coaching and adopting the right mindset and habits to be a strong coach in areas of life, business, or sports. However, the awareness of our habits and actions is powerful and applies to every part of our life (not just the coaching side of our lives). Recognizing when we have let a habit set in is crucial for change and for living an intentional life. If dessert is a habit after dinner that you don’t consciously think about or if the doughnut on Friday is automatic without pause, then you will never be able to change the behavior. If you can become aware of times when you are on auto-pilot, you can begin to change yourself and your routine so that the same decisions do not exist and you break out of the habits you dislike. It is not easy and you will feel push back from your own habits and the structures in place, but you can adjust all of these things to build the new habit that you would prefer.
Plan To Be Resilient

Plan To Be Resilient

The most well designed systems have back-ups. Major buildings have back-up power generators, sports teams have back-up athletes, and companies have back-up computer drives. The reason  that all these back-up exist is because plans fail, infrastructure breaks, and people make mistakes. Designing the best building, coaching the best team, and creating  the best company requires that we think about what will happen when things go wrong, so that we can bounce back quickly, stay on track, and make sure the lights stay on. If back-ups are part of the best teams, buildings, and companies, shouldn’t they also be part of our plans when we try to design and create the best possible lives for ourselves?

 

Michael Bungay Stanier thinks so. He quotes Jeremy Dean’s book Making Habits, Breaking Habits in his own book The Coaching Habit to talk about how to build resilience into your plans and goals for changing habits. We already know that the best engineers and the best designers and planners of buildings, boats, and barbecues expect that things will go wrong and that you will need back-ups to make sure your building power is not gone for good, to make sure your boat can still get you out of the storm, and to make sure your grill doesn’t blow up. It is important to see that no matter how well we plan our own life, we will still need back-ups so that when things go wrong our life doesn’t explode and leave us without a way to come back together.

 

Bungay Stanier writes, “Plan how to get back on track. When you stumble–and everyone stumbles–it’s easy to give up. … What you need to know is what to do when that happens. Resilient systems build in fail-safes so that when something breaks down, the next step to recover is obvious.”

 

In my own life I don’t spend a lot of time thinking about what I will do to be resilient. I spend a lot of time thinking about how awesome I am and how I am obviously going to crush-it and achieve my goals the first time. I spend less time thinking about what I am going to do to still be successful or achieve my desired outcome if for some reason my initial plan does not work out. What I end up doing for myself, without recognizing it, is failing to set myself up to be resilient in the face of challenges and obstacles.

 

This is not the first time I have written about the benefits of thinking ahead to the challenges and roadblocks that we might face on our journey. I have written about Richard Wiseman’s recommendation that we look ahead and anticipate the road blocks that we will face on our journey. By expecting challenges and then writing about how we will overcome those challenges, we are planning to be resilient. Rather than looking ahead and just expecting easy success and wins, we can look ahead to the obstacles we must overcome and build a plan to reach those. When we fail, which we know we will, we can have a plan in place so that we only fall one rung on the ladder, and don’t land on our butt at the bottom, paralyzed and unable to restart our climb.

What Triggers Our Habits

Michael Bungay Stanier’s book The Coaching Habit is all about changing the ways we relate to others by changing how we give advice, listen, question, and generally speak with those around us. Most of the time, as Robin Hanson and Kevin Simler explain in their book, The Elephant in the Brain, we are in a hurry to share what we know, give advice, and speak up. Bungay Stanier suggests that what we should be doing, if we truly want to change our coaching habit to be more effective and helpful for those around us, is spend more time listening and more time asking questions rather than giving advice and speaking. Hanson and Simler suggest that our urge to be helpful by speaking and giving advice is our brain’s way to show how wise, connected, and valuable we are, but the problem as Bungay Stanier would argue, is that this gets in the way of actually developing another person and helping someone else grow.

 

To make a change in our speaking habit, first we must understand what we want to change and we must focus on the why behind our change. Once we have built the self-awareness to recognize that we need to change, we need to understand what is driving the habit that we are working to get away from. This is why I introduced Hanson and Simler’s book above. If the habit we want to change is speaking too much and not asking enough questions, we need to understand that when we are coaching or helping another, we are driving to give advice in part to demonstrate how smart we are and how vast our experiences are. We are driven in other words, to not help the other but to boast about ourselves. Understanding this small part helps us know what we actually want to change and what is driving the original habit.

 

Bungay Stanier references another book, The Power of Habit by Charles Duhigg, and writes, “if you don’t know what triggers the old behavior, you’ll never change it because you’ll already be doing it before you know it.” The self-awareness necessary in changing habits requires us to first see what needs to change, second to identify the why behind our desired change, and third to become aware of the small things that trigger our habit. If we know that having our phone near our bed leads to us being more likely to check Facebook first thing in the morning, then we can remove that trigger by placing the phone in another room and finding a new alarm alternative. Ultimately, in this example, we are more likely to succeed in changing our habit of checking Facebook as soon as we wake up by changing our environment. Similarly, Bungay Stanier would agree, knowing that we provide advice to make ourselves look valuable to society helps us see the mental triggers that encourage us to share bad advice rather than to listen and ask helpful questions. Ultimately, to change our habit we need to further expand self-awareness to recognize not just the change we want to make and the reason we want to make a change, but to also recognize the large or small things that drive us into our old habits. Addressing these triggers and structuring our life in a way to avoid them can help us be more successful in changing habits for the better.

Building Habits

In my last post I wrote about how much of our life happens on auto-pilot in habitual decisions and actions that often don’t even reach our conscious mind. Not everything we do needs to be a conscious action (think about how tired your brain would become if you had to focus on every step you took and how annoyed you would be if you had to think about every blink), but becoming more aware of our subconscious or unconscious decisions is incredibly valuable if you actually want to make a change in your life. Michael Bungay Stanier looks at the ways we can actually change our habits in his book The Coaching Habit and he identifies five specific components to changing behavior. He writes, “To build an effective new habit, you need five essential components: a reason, a trigger, a micro-habit, effective practice, and a plan.”

 

If we think about the habitual actions that we barely notice, we can see that we will never actually change those habits if we don’t recognize those habits through self-awareness. It is not enough to just think to ourselves that we want to write more, exercise more, or have a more tidy home. We have to actually recognize what habits are shaping the end state that we want to change. We have to have awareness of a problem, issue, or thing that could be different, and then we have to dive deeper to understand what it is that leads to the thing we want to change. It all begins and is shaped by a self-awareness that is like pancake batter poured in a single spot. You focus on one thing but your awareness and recognition slowly spreads outward around that one thing.

 

Changing a habitual action requires steps to avoid our initial habit. You start with a recognition that there is a habit, but from there you have to recognize what that leads you into the original habit that you want to change and why you want to do something different. Do you automatically roll out of bed and grab your phone as a flashlight and then find yourself checking emails or Facebook for 30 minutes instead of making your coffee? What can you do to prevent yourself from grabbing your phone? Perhaps getting a flashlight by your bed, leaving your phone in another room, or maybe installing the clapper. Each of these solutions can be thought of as a micro-habit to try to replace the trigger. It is not a huge change on its own and may not even seem related to your original barely recognizable habit, but it may shape your behavior in a powerful way. And finally, you have to practice your new habit and trigger avoidance and have a plan for how you will pull it all together.

 

This is a very quick and simplified version of changing a habit, but throughout you can see the importance of self-awareness in making changes in your life. Habits stick because they go unnoticed. We don’t recognize what it is that drives our unconscious habitual decisions, so we end up with the same habits shaping our same behaviors and actions. We must be aware enough to recognize the change we want, what leads to the behaviors we want to avoid, and be aware enough to plan ahead to make those changes easier.

Habitual

At the beginning of his book The Coaching Habit, Michael Bungay Stanier says that we could all be better coaches by asking more questions and giving less advice. From one-on-one meetings, to chatting with a co-worker about a tough relationship situation, and even to dealing with a toddler or teenager, having a habit of asking questions rather than giving advice would make us a better coach or conversational sounding board. But our natural inclination is to give advice. Robin Hanson and Kevin Simler in The Elephant in the Brain suggest that we jump into advice giving because we are eager to show how much we know, demonstrating our skills, wisdom, and talents to gain prestige in other people’s eyes. What Bungay Stanier demonstrates however, is that our natural reaction is counter productive, at least if we actually want to be helpful for another person and help them grow.

But Bungay Stanier accepts that change is difficult, particularly because we as humans are creatures of habit, “…A Duke University study says that at least 45 percent of our waking behavior is habitual. Although we’d like to think we’re in charge, it turns out that we’re not so much controlling how we act with our conscious mind as we are being driven by our subconscious or unconscious mind. It’s amazing; also, it’s a little disturbing.”

I wrote recently about my love-hate relationship with routines. I love the habits that routines build and the productivity and time saving quality of a good routine. At the same time, a consistent routine seems to rob me of my mental decision-making powers, and time seems to move in a way where I am just a passive viewer and not an active driver of my decisions and actions. The habitual aspects of our life don’t seem like they could add up to 45% of our day, but I do not doubt it to be true. Any time I have tried to make a serious change in my life, I have been confronted with the power of habits that become baked into my daily routine and life. Leaving work and driving home directly, rather than to the gym, can be easily become a subconscious or unconscious habit in a way robbing us of a conscious decision to workout. Checking my phone can easily become automatic, and something I don’t even realize I have done until I notice I am putting my phone back in my pocket.

I don’t think there is a need to abandon all habits and try to force ourselves against any particular habit. But I do think there is a need to be aware of our habits so we recognize when we are making decisions and when we are following impulses and acting without really thinking about what we are doing. Much of Bungay Stanier’s book is about realizing the times when we act impulsively in conversation. Particularly, he calls attention to the times that we offer another person advice without really understanding their situation. He encourages us to change our conversation behavior to ask more questions so that we, and our conversation partner, can think more deeply and find more thorough answers by improving the way we think about an issue. This can’t be done if we are not aware of what we are saying or if we are simply acting habitually in our conversations and discussions. Self-awareness is a step toward addressing a habit, by allowing us to realize the opportunity for making a choice versus acting out of habit. Once we build that self-awareness and practice it in conversations, we can begin to be more effective coaches and conversational partners.

Asking More Questions

Michael Bungay Stanier starts one of the chapters in his book The Coaching Habit with a quote from Jonas Salk, “What people think of as the moment of discovery is really the discovery of the question.” This quote is fitting because Bungay Stanier’s premise in The Coaching Habit is that as coaches we too often focus on giving orders, directing people, telling others what should be done, giving advice, or filling up all the meeting time doing the talking. What he suggests we should do more of as coaches is let other people talk while we focus on asking more questions and listening. The job of the coach, in his view, is to get the individual speaking and to constantly ask further probing questions.

Asking more questions is not just about constantly asking why or how come. It is about listening to the individual and getting them to describe the situation more fully to identify what they believe they could have done differently in a given situation to get a better outcome. The individual you are working with is the expert in their life, even if they don’t know it. You, no matter how well you know the other person, are not truly an expert in their life and any advice or direction that you provide will necessarily be short sighted and leave out important factors.

I recently read Robin Hanson’s The Elephant In The Brain in which he argues that much of human behavior is guided by motivations and agendas that we keep secret, even to ourselves. Our behaviors are shaped by goals and desires that we don’t necessarily want to share with others because they are self-serving and potentially break with social norms. If we assume that everyone is acting based on self-interest and hidden motivations at least part of the time, then we have to assume that as coaches we don’t always know the best answer to another’s problem. If we are coaching and working with someone, we can ask questions that get them to think about their true motivations and build self-awareness. It would be defeating to try to force and individual to state their hidden motive, so we should not question it too relentlessly, but we should help kick start the other person’s introspection.

Ultimately, asking questions helps you and the other person better understand themselves. You giving advice does not help the other person because it is advice and direction coming from your limited perspective. A better approach is to ask questions that help expand the scope of consideration and perception for the other person. Your answers are incomplete and don’t lead to growth and development, whereas probing questions force the other person to be more considerate and help them grow and improve future behaviors.

What Coaching Does

Michael Bungay Stanier explains why coaching is such a positive force for those receiving coaching, and why we should invest more of our time and effort into learning to be a great coach. He writes, “Coaching can fuel the courage to step out beyond the comfortable and familiar, can help people learn from their experiences and can literally and metaphorically increase and help fulfill a person’s potential.” The three areas he identifies in which coaching makes an impact on our life are key to growth and development and are some of the hardest areas in life to harness and improve.

 

Bungay Stanier’s book, The Coaching Habit, demonstrates ways to develop other people and outlines the benefits that coaches, teams, and individuals receive from good coaching. As I wrote before, it is not just the individual who benefits from good coaching, but also the coach who develops a stronger team and is able to empower the individual to do and take on more. Good coaching maximizes the individual and helps them take what are often scary steps toward improvement.

 

When I think about the three areas that Bungay Stanier identifies in good coaching, I think about how anyone becomes successful and how often as individuals we fail to take big steps toward our goals and fail to learn from our experiences. Research has shown that many people, particularly people of color, do not actually apply their talents to the best of their ability and do not step out to take on new and larger roles for themselves. I study political science and one of things that researches have found is that there are many good candidates out there from minority populations, but that many of them never think they have a chance and never run for office. A simple invitation and a little coaching to encourage political participation makes a big difference in terms of who runs for office and who steps out of their comfort zone to try running for office. Simply on our own it is hard to step forward and drive toward the things we want when the future is muddy and complicated.

 

I think we also fail to learn well from our experiences. It is not that we are ignorant, self-centered, and think we are flawless, but rather that life is busy and distracting, and pausing to think critically of an event from our past is hard to do. As Bungay Stanier explains, good coaches ask more questions than they provide answers, and their questions are often reflective in nature. Good coaches encourage us to think about our experiences in a way that we normally would not, and they help us make new connections and discoveries from the things we have done and experienced. Encouraging us to take chances and helping us think more critically about our past is what allows us to unlock our potential, and it is why good coaching is so valuable and should be practiced by more people.

Create Great Work

A real challenge across the globe in the coming decades will be helping people find ways to do meaningful work. A lot of our work today really is not that meaningful, and as more jobs can be automated, we will find ourselves with more people looking for meaningful work. Helping people find meaningful work will help preserve social order and cohesion and will be crucial for democracies, companies, families, and societies as a whole as we move forward.

 

Michael Bungay Stanier looks at the importance of meaningful work in his book The Coaching Habit and suggests that coaching people is easier and better when you are helping someone with meaningful work. When you give people tasks and ask them to do meaningless jobs, you will never get the most out of the people working with or for you. He writes, “The more we do work that has no real purpose, the less engaged and motivated we are. The less engaged we are, the less likely we are to find and create great work.”

 

The company I work for makes a real difference in the medical world. Our work leads to better health outcomes for patients and families and it is easy to see how our work has real purpose. But even within the work that I do, there can be tasks and items that seem like extra and unnecessary steps. These little things can build up, and even within a good job they can begin to feel tedious and disengaging. To combat this, my company encourages efficiency and automation within the important things that we do. We are encouraged to think about ways to improve systems and processes and to find new ways to do things better. It is the autonomy and trust from our leadership that helps us stay engaged by allowing us to continually craft our jobs to an optimal level.

 

Not everyone is in the same situation that I am in. Many companies hold people to specific processes and inefficiencies, perhaps just to see how conformist and loyal individuals are to the firm. This holds back growth an innovation and demotivates and disengages employees. As this happens to more people and as meaningless tasks are displaced to robots, we will have to find new ways to motivate and engage employees, because our employees are our fellow citizens, and because motivation and engagement can be thought of as a public good. We all rely on an engaged citizenry for our democracy, and work helps us feel valued and engaged. How we face this challenge as individual coaches and as companies will make a big difference in how engaged our society is in the future.