The Office
Coaching Session
This type of session, as mentioned earlier, is typically
designed for management and administrative skills, as opposed to the field
ride-along, which coaches selling skills. In an office session you have more
focused time to concentrate on behaviors necessary for overall success. As with
the ride-along, make sure you don’t overwhelm the person by overloading
activities into your session. Let’s look at a best practices model that will
improve the success of your session and the competencies of the sales
professional or sales support team member.
-
Developing an Agenda. Always have a
specific reason for a coaching session. Whatever that reason is, you should be
able to connect it with your overall plan for the team that was designed to meet
organizational goals and objectives. Focus on a specific competency or behavior,
and try not to coach several areas at the same time. Know what you want to
achieve from a coaching session and have a well-defined idea of what level of
skills advancement you would like to see take place. Go easy though. A person
doesn’t change from a weak performer to a star overnight.
You will probably find that to coach the salesperson (or
sales support person) on the administrative or managerial skills necessary for a
well-rounded professional, a quiet spot in the office is the best location. Some
competency areas that work best in this environment might include the importance
of completing accurate expense reports, cross-departmental cooperation, time
management, etc. Don’t have a hidden agenda. It should be well thought out and
well linked with the direction of the organization.
-
Sharing the Agenda. Keep the
salesperson fully engaged by sharing the agenda with her from the beginning.
Also, be honest with her and tell her why you are having this session, what you
would like to focus on, and what measurements you will apply to the session to
determine its success. Tell her what you will be bringing to the session and
what she might need to bring, and give her enough advanced lead time so she can
prepare.
-
Finding an Ideal Location. Pick a time
and place that is nonstressful for you and the salesperson. Try to avoid holding
the session at the end of the workday since the salesperson may feel pressure
and fail to concentrate on the session because of personal commitments right
after work. Also, eliminate distractions so you can give full attention to the
individual. That means a private office or room with no telephone calls and no
interruptions! Clear your mind and become an active listener.
-
Restating the Agenda and Schedule.
Tell the salesperson once again why you are having this coaching session and how
it will link to her performance and the overall goals of the organization. Make
her aware of how much time you have set aside and ask whether, in her opinion,
that will meet her needs.
-
Discovery. This critical stage is
similar to a good sales discovery approach. If you start off by talking, you’re
learning nothing new. It’s far better to begin by asking an open-ended question
about the person’s feelings on the subject under discussion. For example, ask
her how she would describe the call from beginning to end. Make sure it is an
open-ended one so she will continue answering for a period of time. If you
listen well, that answer will be where you will find out the most about your
salesperson.
Listen for areas of emotion, called ‘‘needs statements,’’ to focus
in on, since these will be the statements that express some personal value
feeling toward the subject being discussed. For example, ‘‘I love our
products,’’ ‘‘the customers are a pain,’’ or ‘‘this rollercoaster ride’’ are all
personal value statements that deserve greater attention. Use all your active
listening skills to keep the dialogue going on these expressions.
Next ask about some of the specific things the salesperson has
said by asking closed-ended questions. Here you should concentrate on the needs
statements in areas related to the subject you wish to coach on. Closed-ended
questions allow you to narrow down the scope of the discussion to something that
is manageable. An example here might be ‘‘You said your customers were a pain.
Specifically, in what way are they a pain?’’
Finally, confirm the questions and answers so far by restating
what the discussion has been up to now—from beginning to end and without
judgment. This will often get the person to prioritize or add additional
information.
If the discovery session is handled correctly, a sales manager can
direct the questions and answers to a point where it segues into the balance of
the coaching session quite nicely.
One thing to keep in mind is your design of the questioning
process. Too many open-ended questions in a row make the person feel that he is
wasting his time because you aren’t doing anything with the answers. On the
other end, too many closed-ended questions make a person feel as if he is being
interrogated by the authorities! For best results, use a 1:3 ratio. For every
open-ended question, you can comfortably follow with three (maybe four)
closed-ended questions in a row. When the cycle is completed, you can then ask
another open-ended question and three or four more closed-ended questions. This
cycle can be repeated three or four times.
-
Action Plan. After you and the
salesperson have determined the concerns about the competency or activity, ask
him what he would like to do about it. In other words, have him develop an
action plan to improve the situation. He usually knows the areas that need
improvement and has given prior thought to ways to enhance his skills. This may
or may not include you. You can’t force your way into a solution if the
salesperson is not ready to accept you. He may want training or guidebooks or he
may want to partner with another successful salesperson. That’s fine. Just make
sure the details of the plan are specific. By the way, if the salesperson
previously chose not to include you and if the turnaround didn’t happen, the
next time you can insist on being involved.
-
Resources Required. As the salesperson
sets out his plan of action, help him determine all the resources he will need
to succeed. People, time, tools, and money are often the generic resource
categories.
-
Timelines. This all-important step
will separate success from failure. Make sure the salesperson sets a timeline to
measure progress that is visible to both her and you. This needs to be done with
surgical precision. Get her to ‘‘front load’’ the timeline and set up milestones
at intelligent intervals. Front load means setting the majority of necessary
activities early on in the timeline so that recovery time is built in if
something goes awry (and boy, will something go awry!).
-
Feedback Schedule. Although the
salesperson created the action plan, you will need to know what is going on.
Have her create a feedback model that will keep you informed of progress against
milestones and an overall timeline. The milestones are of particular interest if
you want to identify progress. Also, give her a schedule of when you want to
give them feedback on their progress.
Sometimes the coaching session will not be as effective as you had
hoped, but most of the time it will meet and exceed your expectations. If there
is a problem or if you see no improvement, you will need to go through the
coaching process again. But this time, you will probably need to insert yourself
into the solution and become more actively involved with the milestones.
Remember, the goal is to improve performance.