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Who’s Coaching the Coaches?
Rebecca Gibson
Contact Center Solutions Consulting
Interactive Intelligence
Session Agenda


  1. Define Metrics to Measure Coaching
     Effectiveness
  2. Define your Coach-the-Coach
     Program
  3. Establish your Coaching Performance
     Standards
  4. Implement your Coach-the-Coach
     Program
  5. A Few Fun Twists
                                                   www.inin.com
                                   ©2012 Interactive Intelligence Group Inc.
Coaching is
       the most direct
         method to
          impact
       performance


The effectiveness of coaching
influences the impact.                      www.inin.com
                            ©2012 Interactive Intelligence Group Inc.
Coaching is
        the most direct
          method to
         impact our
          coaches’
        performance


If we coach our coaches, we will
  influence the impact.                       www.inin.com
                              ©2012 Interactive Intelligence Group Inc.
Coaching Measurements

                Measure                                   Sample Goal
 Coaching Activity                         •   Meet with each employee twice per month
 • # of coaching meetings                      to review quality results.
 • Time spent coaching                     •   Track coaching conversations and
 How: Coaching content and frequency log       agreements to ensure progress.

 Coaching performance                      •   Meet minimum coaching expectations
 • Scorecard evaluation against standard       during each observation.
   criteria                                •   Identify areas for improvement and
 • Self-evaluation                             improvement strategy. Track progress
 • Agent evaluations                           toward goals.
 • Employee satisfaction survey
                                           •   Achieve 90% agent satisfaction with
                                               coaching and development initiatives.
 Results                                   •   Compliance requirements achieved in
 • Evaluate employee performance in            97% of evaluated calls.
   critical areas                          •   Reduce callbacks by 10%.
                                           •   Improve performance of bottom 15%.
                                           •   Reduce employee turnover.

                                                                                       www.inin.com
                                                                       ©2012 Interactive Intelligence Group Inc.
Define Your Coach-the-Coach Program
                          Examples
1. What is your           • No news is good news. We’ll let you know if you do
coaching culture?           something wrong.
                          • We think that coaching is an important part of the
                            supervisor/agent relationship, which impacts not just
                            agent performance but satisfaction, engagement
                            and workplace culture.
                          • Our environment changes so much that coaching is
                            required to ensure we are meeting compliance and
                            accuracy requirements.
2. How will you           • Completion of coaching activities accounts for a
manage your                 portion of a Supervisor’s overall scorecard.
Coaches’                  • A Supervisor’s coaching index accounts for 20% of
performance?                his or her overall bonus.
•   Incentives?           • A Supervisor who does not meet the minimum
•   Annual or quarterly     required Coaching Evaluation score is placed on
    review?                 probation until the score improves.
•   Scorecard?
                          • Supervisors are evaluated based on their team’s
•   Poor performance?
                            performance results.
Define Your Coach-the-Coach Program
                        Examples
3. Who will Coach       • Our Coaches are observed and coached by both
your Coaches?             their direct managers and designated members of
• Managers, Training,     the Learning and Performance team.
   QA, Mentors          • Each of our coaches has a coaching mentor who
                          works with them on establishing coaching goals and
                          monitoring coaching progress.
4. What is our Coach    • Each Coach has a Coaching Plan that outlines their
the Coach process?        strengths and weaknesses. Each month, the Coach
                          is observed during 2 coaching conversations, the
                          Coach self-evaluates against the Coaching Plan,
                          and meets with their Manager to review and track
                          progress.
Establish Your
Coaching
Standards
What are the elements of
an effective coaching
conversation?
Create your own or use
an established model
• GROW Model
• Effective Coaching
  (Cook, 1998)
Rating and scores
Track what’s coached
and next steps

SOAR Scorecard Example
www.linkedin.com/in/rebeccargibson
You want to WHAT?
Get Everyone Ready

•   Set ground rules
•   Communicate to the contact center
•   Set expectations with Coach
•   Let coaches choose, at first
•   Make sure it’s a positive experience




                                                   www.inin.com
                                   ©2012 Interactive Intelligence Group Inc.
Get Everyone Ready

   Since coaching is such an important part of the contact center’s
   ability to meet our goals, we are implementing an exciting new
   program to help our Supervisors become even better
   coaches. The program will consist of self-evaluation and manager
   evaluation, as well as coaching observations and agent input.
   Don’t be surprised if your manager’s manager attends your
   next coaching session – don’t worry, they are there just to
   observe and provide your manager with feedback.
   You’ll also have the opportunity to provide feedback about the
   coaching approaches that work best for you.
   Our employees’ knowledge and skills are our competitive
   advantage and we are committed to providing you with
   support and tools you need to be successful. That’s what the
   Coach-the-Coach program is all about.


                                                                       www.inin.com
                                                       ©2012 Interactive Intelligence Group Inc.
Observe the Coaching Session




       Agent              Coach               Manager
  • Engage as        • Plan coaching      • Explain to agent
    normal.            ahead of time.       the purpose of the
  • See evidence       Refer to             observation and
    that everyone      scorecard.           what will happen.
    here is on a     • Relax and engage   • Don’t participate
    performance        in a natural         in the discussion.
    plan – we all      discussion.        • Thank the agent
    work on          • Agent will take      for participating.
    improving and      cues from Coach.   • Provide feedback
    being the best                          immediately.
    we can be.
                                                              www.inin.com
                                              ©2012 Interactive Intelligence Group Inc.
Provide Feedback

 Post-Observation (2 x
 month)
 Discuss observations
 and trends in coaching
 conversations,
 preparation, agent input.

 Monthly
 Incorporate
 observations, self
 evaluation, agent
 evaluation, results into
 coaching conversation.

                                             www.inin.com
                             ©2012 Interactive Intelligence Group Inc.
A Few Fun Twists

•   Peer Assessment
•   Agent Assessment
•   Role Reversal
•   Positive-Only Coaching
•   Choose-one-thing Coaching
•   Role Play Coaching with Assessment
•   Skill-Specific Assessment

                                                www.inin.com
                                ©2012 Interactive Intelligence Group Inc.
Questions?

                         www.inin.com
         ©2012 Interactive Intelligence Group Inc.
Who’s Coaching the Coaches?
Rebecca Gibson
Contact Center Solutions Consulting
Interactive Intelligence
443.254.3750/rebecca.gibson@inin.com

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HDI 2013 - Who's Coaching the Coaches?

  • 1. Who’s Coaching the Coaches? Rebecca Gibson Contact Center Solutions Consulting Interactive Intelligence
  • 2. Session Agenda 1. Define Metrics to Measure Coaching Effectiveness 2. Define your Coach-the-Coach Program 3. Establish your Coaching Performance Standards 4. Implement your Coach-the-Coach Program 5. A Few Fun Twists www.inin.com ©2012 Interactive Intelligence Group Inc.
  • 3. Coaching is the most direct method to impact performance The effectiveness of coaching influences the impact. www.inin.com ©2012 Interactive Intelligence Group Inc.
  • 4. Coaching is the most direct method to impact our coaches’ performance If we coach our coaches, we will influence the impact. www.inin.com ©2012 Interactive Intelligence Group Inc.
  • 5. Coaching Measurements Measure Sample Goal Coaching Activity • Meet with each employee twice per month • # of coaching meetings to review quality results. • Time spent coaching • Track coaching conversations and How: Coaching content and frequency log agreements to ensure progress. Coaching performance • Meet minimum coaching expectations • Scorecard evaluation against standard during each observation. criteria • Identify areas for improvement and • Self-evaluation improvement strategy. Track progress • Agent evaluations toward goals. • Employee satisfaction survey • Achieve 90% agent satisfaction with coaching and development initiatives. Results • Compliance requirements achieved in • Evaluate employee performance in 97% of evaluated calls. critical areas • Reduce callbacks by 10%. • Improve performance of bottom 15%. • Reduce employee turnover. www.inin.com ©2012 Interactive Intelligence Group Inc.
  • 6. Define Your Coach-the-Coach Program Examples 1. What is your • No news is good news. We’ll let you know if you do coaching culture? something wrong. • We think that coaching is an important part of the supervisor/agent relationship, which impacts not just agent performance but satisfaction, engagement and workplace culture. • Our environment changes so much that coaching is required to ensure we are meeting compliance and accuracy requirements. 2. How will you • Completion of coaching activities accounts for a manage your portion of a Supervisor’s overall scorecard. Coaches’ • A Supervisor’s coaching index accounts for 20% of performance? his or her overall bonus. • Incentives? • A Supervisor who does not meet the minimum • Annual or quarterly required Coaching Evaluation score is placed on review? probation until the score improves. • Scorecard? • Supervisors are evaluated based on their team’s • Poor performance? performance results.
  • 7. Define Your Coach-the-Coach Program Examples 3. Who will Coach • Our Coaches are observed and coached by both your Coaches? their direct managers and designated members of • Managers, Training, the Learning and Performance team. QA, Mentors • Each of our coaches has a coaching mentor who works with them on establishing coaching goals and monitoring coaching progress. 4. What is our Coach • Each Coach has a Coaching Plan that outlines their the Coach process? strengths and weaknesses. Each month, the Coach is observed during 2 coaching conversations, the Coach self-evaluates against the Coaching Plan, and meets with their Manager to review and track progress.
  • 8. Establish Your Coaching Standards What are the elements of an effective coaching conversation? Create your own or use an established model • GROW Model • Effective Coaching (Cook, 1998) Rating and scores Track what’s coached and next steps SOAR Scorecard Example www.linkedin.com/in/rebeccargibson
  • 9. You want to WHAT?
  • 10. Get Everyone Ready • Set ground rules • Communicate to the contact center • Set expectations with Coach • Let coaches choose, at first • Make sure it’s a positive experience www.inin.com ©2012 Interactive Intelligence Group Inc.
  • 11. Get Everyone Ready Since coaching is such an important part of the contact center’s ability to meet our goals, we are implementing an exciting new program to help our Supervisors become even better coaches. The program will consist of self-evaluation and manager evaluation, as well as coaching observations and agent input. Don’t be surprised if your manager’s manager attends your next coaching session – don’t worry, they are there just to observe and provide your manager with feedback. You’ll also have the opportunity to provide feedback about the coaching approaches that work best for you. Our employees’ knowledge and skills are our competitive advantage and we are committed to providing you with support and tools you need to be successful. That’s what the Coach-the-Coach program is all about. www.inin.com ©2012 Interactive Intelligence Group Inc.
  • 12. Observe the Coaching Session Agent Coach Manager • Engage as • Plan coaching • Explain to agent normal. ahead of time. the purpose of the • See evidence Refer to observation and that everyone scorecard. what will happen. here is on a • Relax and engage • Don’t participate performance in a natural in the discussion. plan – we all discussion. • Thank the agent work on • Agent will take for participating. improving and cues from Coach. • Provide feedback being the best immediately. we can be. www.inin.com ©2012 Interactive Intelligence Group Inc.
  • 13. Provide Feedback Post-Observation (2 x month) Discuss observations and trends in coaching conversations, preparation, agent input. Monthly Incorporate observations, self evaluation, agent evaluation, results into coaching conversation. www.inin.com ©2012 Interactive Intelligence Group Inc.
  • 14. A Few Fun Twists • Peer Assessment • Agent Assessment • Role Reversal • Positive-Only Coaching • Choose-one-thing Coaching • Role Play Coaching with Assessment • Skill-Specific Assessment www.inin.com ©2012 Interactive Intelligence Group Inc.
  • 15. Questions? www.inin.com ©2012 Interactive Intelligence Group Inc.
  • 16. Who’s Coaching the Coaches? Rebecca Gibson Contact Center Solutions Consulting Interactive Intelligence 443.254.3750/rebecca.gibson@inin.com