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COACHING &
MENTORING
 PRESENTED BY
  GAVIN NOVIS
COACHING & MENTORING
      GOALS OF THIS COURSE
To act & think like a coach & mentor

To understand the roles and techniques of the
coach or mentor

To expand your coaching & mentoring abilities -
within individuals or teams
COACHING
The development process used by
 managers to empower individual
employees to perform at their best

       A coach Needs To Know

           Who the employee is

   What the employee can or cannot do

 What the employees goals are – aligned to
           organizational goals

  How to help employees to achieve them
THE COACH
            “Doesn’t play the game”


C   • Creatively assists employees to complete their work


O   • Operates as individual or team member


A   • Accounts for work & Accepts new challenges


    • Co-operatively & Collaboratively moves work competencies to
C     higher levels


H   • Hears & Helps
Personal Coaching
               Qualities
Adaptive – to individuals, particular situations
& resources
Breaks down organizational barriers – not
constrained by the illogic of systems or
marketplace
Is objective – emotional distance provides
clarity
Recognizes that all performance can be
enhanced – bad, good & exceptional
Keeps individuals & teams focused on goals –
gives clear answers to “Why we are doing
this”.
Mentoring
Beyond expectations, an
 individual who invests
    time & energy in
    another person’s
personal or professional
    growth potential
A Mentor


 Is a role model
 Builds relationships
 Enhances trust & commitment
 Does more than simply “teach you”
 Is a source of inspiration & direction
 Can give direction & purpose
Who Can Be Coached
    Or Mentored?

Rookies & Experienced Executives –
   Needs will be different, their
  starting points varied, but their
    desired outcome the same

 Overall improvement & increased
    personal & job satisfaction
Good Coaches & Mentors

 Don’t necessarily have all the
answers
 Have a lot of good questions
 Draw their employees in
 Let them participate in the
process
 Leave much of the decision
making up to them (Buy-in)
When Is Coaching &
        Mentoring Important?

 They are not events – but ongoing
processes
 Done during setbacks & problems, &
when employees are learning new skills
 When employees either succeed or fail
 When employees are new, or show
potential
 When new opportunities are identified
Coaching & Mentoring
        Appropriate For
        New employees
        Increasing levels of
        performance
        Developing new skills
        Adapting to changes

        Critical When
        Initiating or building teams
        New or existing team
        members are learning people
        or technical skills
What Is Most Difficult
    About Coaching & Mentoring



 Putting yourself second
 Finding reward in success of others
 A sense of accomplishment in small wins
 Teams & individuals hold centre - stage – not you
 When things go wrong – accept responsibility
 During an emergency or crisis – a benevolent
dictatorship is probably more appropriate
Developing A Workplace Model
A continuous process – there will always
     be a well-defined starting point,
  signposts & other markers to let you
 know where you are & what your next
                 step is.

    Any model should be a sequence
   of predictable steps that rolls back
                 on itself
The Coaching & Mentoring
            Sequence

1 • Assess where the person is now
2 • Determine the individual’s goals & expectations
3 • Develop a plan to achieve the goals
4   • Implement the plan

5 • Evaluate the performance
6 • Give feedback
Step 1
             Assessing where the
                person is now


 Skills
 Job Knowledge
 Attitude
 Satisfaction
Step 2
            Determining goals &
               expectations

 Are they reasonable?
 Is their a realistic
timeline?
 Are the goals Measurable?
 Quantifiable?
 Attainable?
Step 3
        Developing a plan
Training
What kind?
How can it be taught?
Coaching or mentoring
Seminar
When should it be taught?
BEST WHEN –
• Closely related to
implementation of new skills
• On-the-job
• Regular & continuous
Focus on Giving Experience
There are substitutes - none
are very good
Step 4
  Implementing the plan

 How action will be
taken

 How chances will
be taken
Step 5
      Evaluating
     Performance

 Measured against
the standard/s
required
Step 6
         Giving feedback
 Focused on achieving the
    goal of continuous
      improvement

Then begin with Step 1 again
Encouraging Others
 To Change Their
    Behaviour
     People are capable of changing
     People cannot be made to
      change
     People make their own decisions
     Intervening done in manner
      showing care and respect
     People sometimes have right to
      impose their will
     Interpersonal relationship skills
      are necessary
INTERVENTION
     The process of
   assisting others to
   consider changing
  their skills, attitude,
  behaviour or conduct
“Must” Intervention

 Must be performed, because:
 Someone is doing something that
directly affects the intervenor
 It is the intervenors’ job to encourage
others to change
“Can” Intervention

 A strong relationship exists
between people
 One of the two has helpful
information
 They want to help the other person
Guidelines For A
“Must” Intervention
     1. Initiate the communication

     2. State your concern

     3. Involve the other person in
        finding a solution

     4. Ensure alternative solution is
        satisfactory

     In the face of any resistance -
       shift to active listening
Guidelines For A
          “Can” Intervention
1. Ensure a relationship is built
   with other person
2. State nature of the concern -
   ask for permission to
   continue
3. Wait for permission before
   continuing
4. Share personal concerns
5. Be Specific
6. Be brief & state the concern
   only once
How To Intervene
       The Unmotivated Employee
 Determine if the employee is
really unmotivated
 If the employee is really
unmotivated
• People get excited about
work they enjoy
• They find enjoyment through
being challenged
• Focus on both group &
personal goals
• Ask enough questions
The Know–It–All (K.I.A.)
 In order to redirect them,
focus on goals of the
whole group as well as on
individual goals
 If the K-I-A is wrong, ask
enough questions that it
becomes apparent
 Increase the employee’s
responsibility to prevent
meddling
 Confront the behaviour
before it causes problems
with others
The Risk Taker
      Can be a positive trait
 Find ways to put that
creativity to good use
 Assign jobs that they do best
 Continually challenge them
 Assign challenging work
 Move them out of their
comfort zone
 Recognize that risk takers are
     people who see things
  differently – can be valuable
              assets
 Give them the freedom to
make mistakes
 Make the experience an
opportunity for all to learn
from
The B.A.L.T.Y.
       Been Around Longer Than You
 Tell them often how you appreciate
their contribution to the team
 Tell them their talents are welcomed &
they make a difference
 Ask what they would like to do
differently
 Seek their advice & use it
 Make them resident experts
 Encourage others to use them as
‘sounding boards’
The Superstar
 We must always challenge them
 They can handle responsibility
 Identify what makes them a star
 Cultivate their leadership
abilities
 Pave the way for them to move
ahead
 Don’t show favoritism
 Don’t create problems where
there are none
 Beware of burnout
4 Types of
Interventions
      1. Counseling
      2. Encouraging
      3. Coaching &
         Mentoring
      4. Confrontation
Counseling
   Attitudinal or Behavioural
  Problems
   Personal Problems
   Used to redirect/focus
  employees back into goals of the
  organization
   Requires specific skills

   ASKING QUESTIONS to discover
   real reasons or to get to root of
             the problem
    LISTENING ACTIVELY to show
      empathy, to be objective &
  focused & to show understanding
Counseling
 Get the facts
 Select an appropriate place
 Give reasons for the
intervention
 Look for causes, not just
symptoms
 Help the individual to improve
 Give the employee the
opportunity to make the
correction
Encouraging
    Necessary with
  •  New employees
  •  Employees needing to grow &
  •  develop
  •  Employees with untapped
     potential
   Requires insights & objectivity
  • Provides direction
  • Demonstrate what needs to be
     done
  • Where to go
   Show & share expertise
  Allowing employees to shadow you
   Support & encourage employees
      to grow into their careers
How To Encourage
 Be Consistent

 Be Honest

 Emphasize Behaviour

 Praise soon after the event

 Be Proportionate

 Be Specific
The Trainer Or Mentors
           10 Step Process
INITIAL FACT FINDING             SETTING THE STAGE
 What was covered in previous    Praise what they do well
sessions?                         Briefly describe the
 What goals were set & were     opportunity for change/growth
they met?                        as you see it
 Am I being objective?
 Do I know this persons          Communicate expectations
strengths, weaknesses &          for the session
challenges?
 What are the goals for the
session?
 What must happen as a result
of the session?
10 Step Process
DEFINE CHALLENGES                AGREE ON FACTS
   & PROBLEMS                   Clarify
 Listen actively               Summarize
 Ask questions – employee
will define best
 Reflect & paraphrase their
                                     SEARCH FOR
perceptions                           OPTIONS
 Let people vent – don’t        Ask questions & listen
interrupt & manage your          Employee should come up
reactions                       with solutions
 Keep employee on track –       Guide employee to other
offer your perceptions          options if not practical
 Describe behaviour only –
objective, descriptive &
specific
 No judging
10 Step Process
   PRIORITIZE THE               DEVELOP AN ACTION
      OPTIONS                         PLAN
 Evaluate the consequences      Determine specific training
of each one                     steps
 Rank in descending order of    When to begin
preferred solutions              Define the activities



                                       DEFINE YOUR
                                        TIMELINES
                                  When & how often
                                  Duration of sessions
10 Step Process
 LEAVE THEM ON AN                         FOLLOW UP
     “UP NOTE”                      Monitor milestones
 Praise them one more time         Evaluate performance
on ending                          against standards agreed to in
 Express appreciation for         the action plan
their efforts & contributions to    Redirect & reassess
the organization                    Begin the cycle again
Confrontation
   Is difficult
    Uncomfortable
    Most people aren’t very
   good at it
    Used when other methods
   have failed
    Requires development of
   questioning techniques
    Reduces conflict &
   confrontation
    Reduces defenses
    To gather facts
    Focus on solutions & goals
    Create action plans
Conflict Handling
          Behaviours
              Accommodation

Compromise                    Collaboration




Competition                   Avoidance
Competition
 Achieve goals &
  further interest
  regardless of impact
  on others
 Competition &
  domination
 WIN-LOSE Struggle
When To Compete:



 Quick decisive action
 Important issues with unpopular courses of action
 Vital issues when you’re right
 When people take advantage of non-competitive behaviour
Negative
           Consequences
           of Competition
 Surrounded by “Yes” people
 Distorted perceptions
 Reduced communications
 Damage to relationships
 No commitment
 Constant “Policing”
 Fear of admitting ignorance/uncertainty
Accommodation:
                                  Place
 Maintain                       opponent’s
  relationship
  through self-                  interests
  sacrifice                      above own




             Appease opponent
When to Accommodate

 You’re wrong
 Issue more important to others
 Need “credit” for a larger, more
  important issue
 Competition damaging
 Preservation of harmony important
 Develop subordinates through
  errors
Negative
           Consequences
        of accommodation:
                 Frustration

 Self-esteem                    Decrease
  undermined                        influence


 Relinquish                     Laxity in
best solution                      discipline
Avoidance
Recognise conflict, but:
 Withdraw
 Suppress conflict
When to Avoid
 Already a lost cause


 Damage outweighs benefits


 Need more info


 Need time to cool down, compose, gain perspective


 When others can resolve it


 Symptomatic of something larger
Negative Consequences
           of Avoidance:

   Decisions by default
   Unresolved issues
   Saps energy
   Self-doubt
   Prevents creative input
   Lack of credibility
Compromise:

          Each party
          gives
          up something

          No winner or
          loser
When to Compromise
     Moderately important goals

      Equally strong & committed
     opponents with mutually exclusive
     goals

      Temporary settlements on complex
     issues

      Expedient solutions under time
     constraints

      Back-up to collaboration or
     competition
Negative
          Consequences of
           Compromising
 Lose sight of larger issues
 Cynical Climate
 No-one is fully satisfied
 Short-lived solutions
Collaboration
 Co-operate to satisfy all parties concerned
 Solve problems & clarify differences




 Viewpoints focused
 Consider all alternatives
 WIN-WIN approach
When to Collaborate


  Concerns too important to compromise
         Better understand others

      Need to merge diverse insights

 Commitment increased through consensus

      Working through hard feelings
Negative
          Consequences of
           Collaboration
 Waste time on insignificant
issues

 Ineffective decisions from
uninformed people

 Unfounded assumptions
about trust
Was The Session
           Successful?
1. WAS IT MUTUAL?    The other person spoke more than you
                     There was 2 – way communication


2. WAS IT            You managed your emotions
RESPECTFUL?          You gave real attention to other person’s
                     ideas
                     You valued their opinions
3. WAS IT SOLUTION   You didn’t defend or rationalize the problem
& OPPORTUNITY        The focus was on goals
FOCUSED?             You fixed the problem – not the blame
                     You ended with an action plan
4. WAS IT            You began with an end in mind
STRUCTURED /         You didn’t just react on the spur of the
PLANNED?             moment
Was The Session
               Successful?
5. DID YOU MAINTAIN       The person asking the questions is always in
CONTROL?                  control
                          When you asked questions, you waited for
                          the answer
                          If you felt you were losing control, you asked
                          more questions
6. DID YOU FOCUS ON Don’t “toss the kitchen sink”
ONE TOPIC PER       To begin with – you have not been giving
SESSION?            consistent feedback

7. WHAT HAPPENED          Did your intervention result in any positive
DURING THE                change behaviours?
SESSION?
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Coaching & mentoring

  • 2. COACHING & MENTORING GOALS OF THIS COURSE To act & think like a coach & mentor To understand the roles and techniques of the coach or mentor To expand your coaching & mentoring abilities - within individuals or teams
  • 3. COACHING The development process used by managers to empower individual employees to perform at their best A coach Needs To Know Who the employee is What the employee can or cannot do What the employees goals are – aligned to organizational goals How to help employees to achieve them
  • 4. THE COACH “Doesn’t play the game” C • Creatively assists employees to complete their work O • Operates as individual or team member A • Accounts for work & Accepts new challenges • Co-operatively & Collaboratively moves work competencies to C higher levels H • Hears & Helps
  • 5. Personal Coaching Qualities Adaptive – to individuals, particular situations & resources Breaks down organizational barriers – not constrained by the illogic of systems or marketplace Is objective – emotional distance provides clarity Recognizes that all performance can be enhanced – bad, good & exceptional Keeps individuals & teams focused on goals – gives clear answers to “Why we are doing this”.
  • 6. Mentoring Beyond expectations, an individual who invests time & energy in another person’s personal or professional growth potential
  • 7. A Mentor  Is a role model  Builds relationships  Enhances trust & commitment  Does more than simply “teach you”  Is a source of inspiration & direction  Can give direction & purpose
  • 8. Who Can Be Coached Or Mentored? Rookies & Experienced Executives – Needs will be different, their starting points varied, but their desired outcome the same Overall improvement & increased personal & job satisfaction
  • 9. Good Coaches & Mentors  Don’t necessarily have all the answers  Have a lot of good questions  Draw their employees in  Let them participate in the process  Leave much of the decision making up to them (Buy-in)
  • 10. When Is Coaching & Mentoring Important?  They are not events – but ongoing processes  Done during setbacks & problems, & when employees are learning new skills  When employees either succeed or fail  When employees are new, or show potential  When new opportunities are identified
  • 11. Coaching & Mentoring Appropriate For New employees Increasing levels of performance Developing new skills Adapting to changes Critical When Initiating or building teams New or existing team members are learning people or technical skills
  • 12. What Is Most Difficult About Coaching & Mentoring  Putting yourself second  Finding reward in success of others  A sense of accomplishment in small wins  Teams & individuals hold centre - stage – not you  When things go wrong – accept responsibility  During an emergency or crisis – a benevolent dictatorship is probably more appropriate
  • 13. Developing A Workplace Model A continuous process – there will always be a well-defined starting point, signposts & other markers to let you know where you are & what your next step is. Any model should be a sequence of predictable steps that rolls back on itself
  • 14. The Coaching & Mentoring Sequence 1 • Assess where the person is now 2 • Determine the individual’s goals & expectations 3 • Develop a plan to achieve the goals 4 • Implement the plan 5 • Evaluate the performance 6 • Give feedback
  • 15. Step 1 Assessing where the person is now  Skills  Job Knowledge  Attitude  Satisfaction
  • 16. Step 2 Determining goals & expectations  Are they reasonable?  Is their a realistic timeline?  Are the goals Measurable?  Quantifiable?  Attainable?
  • 17. Step 3 Developing a plan Training What kind? How can it be taught? Coaching or mentoring Seminar When should it be taught? BEST WHEN – • Closely related to implementation of new skills • On-the-job • Regular & continuous Focus on Giving Experience There are substitutes - none are very good
  • 18. Step 4 Implementing the plan  How action will be taken  How chances will be taken
  • 19. Step 5 Evaluating Performance  Measured against the standard/s required
  • 20. Step 6 Giving feedback Focused on achieving the goal of continuous improvement Then begin with Step 1 again
  • 21. Encouraging Others To Change Their Behaviour  People are capable of changing  People cannot be made to change  People make their own decisions  Intervening done in manner showing care and respect  People sometimes have right to impose their will  Interpersonal relationship skills are necessary
  • 22. INTERVENTION The process of assisting others to consider changing their skills, attitude, behaviour or conduct
  • 23. “Must” Intervention Must be performed, because:  Someone is doing something that directly affects the intervenor  It is the intervenors’ job to encourage others to change
  • 24. “Can” Intervention  A strong relationship exists between people  One of the two has helpful information  They want to help the other person
  • 25. Guidelines For A “Must” Intervention 1. Initiate the communication 2. State your concern 3. Involve the other person in finding a solution 4. Ensure alternative solution is satisfactory In the face of any resistance - shift to active listening
  • 26. Guidelines For A “Can” Intervention 1. Ensure a relationship is built with other person 2. State nature of the concern - ask for permission to continue 3. Wait for permission before continuing 4. Share personal concerns 5. Be Specific 6. Be brief & state the concern only once
  • 27. How To Intervene The Unmotivated Employee  Determine if the employee is really unmotivated  If the employee is really unmotivated • People get excited about work they enjoy • They find enjoyment through being challenged • Focus on both group & personal goals • Ask enough questions
  • 28. The Know–It–All (K.I.A.)  In order to redirect them, focus on goals of the whole group as well as on individual goals  If the K-I-A is wrong, ask enough questions that it becomes apparent  Increase the employee’s responsibility to prevent meddling  Confront the behaviour before it causes problems with others
  • 29. The Risk Taker Can be a positive trait  Find ways to put that creativity to good use  Assign jobs that they do best  Continually challenge them  Assign challenging work  Move them out of their comfort zone Recognize that risk takers are people who see things differently – can be valuable assets  Give them the freedom to make mistakes  Make the experience an opportunity for all to learn from
  • 30. The B.A.L.T.Y. Been Around Longer Than You  Tell them often how you appreciate their contribution to the team  Tell them their talents are welcomed & they make a difference  Ask what they would like to do differently  Seek their advice & use it  Make them resident experts  Encourage others to use them as ‘sounding boards’
  • 31. The Superstar  We must always challenge them  They can handle responsibility  Identify what makes them a star  Cultivate their leadership abilities  Pave the way for them to move ahead  Don’t show favoritism  Don’t create problems where there are none  Beware of burnout
  • 32. 4 Types of Interventions 1. Counseling 2. Encouraging 3. Coaching & Mentoring 4. Confrontation
  • 33. Counseling  Attitudinal or Behavioural Problems  Personal Problems  Used to redirect/focus employees back into goals of the organization  Requires specific skills ASKING QUESTIONS to discover real reasons or to get to root of the problem LISTENING ACTIVELY to show empathy, to be objective & focused & to show understanding
  • 34. Counseling  Get the facts  Select an appropriate place  Give reasons for the intervention  Look for causes, not just symptoms  Help the individual to improve  Give the employee the opportunity to make the correction
  • 35. Encouraging  Necessary with • New employees • Employees needing to grow & • develop • Employees with untapped potential  Requires insights & objectivity • Provides direction • Demonstrate what needs to be done • Where to go  Show & share expertise Allowing employees to shadow you  Support & encourage employees to grow into their careers
  • 36. How To Encourage  Be Consistent  Be Honest  Emphasize Behaviour  Praise soon after the event  Be Proportionate  Be Specific
  • 37. The Trainer Or Mentors 10 Step Process INITIAL FACT FINDING SETTING THE STAGE  What was covered in previous  Praise what they do well sessions?  Briefly describe the  What goals were set & were opportunity for change/growth they met? as you see it  Am I being objective?  Do I know this persons  Communicate expectations strengths, weaknesses & for the session challenges?  What are the goals for the session?  What must happen as a result of the session?
  • 38. 10 Step Process DEFINE CHALLENGES AGREE ON FACTS & PROBLEMS  Clarify  Listen actively  Summarize  Ask questions – employee will define best  Reflect & paraphrase their SEARCH FOR perceptions OPTIONS  Let people vent – don’t  Ask questions & listen interrupt & manage your  Employee should come up reactions with solutions  Keep employee on track –  Guide employee to other offer your perceptions options if not practical  Describe behaviour only – objective, descriptive & specific  No judging
  • 39. 10 Step Process PRIORITIZE THE DEVELOP AN ACTION OPTIONS PLAN  Evaluate the consequences  Determine specific training of each one steps  Rank in descending order of  When to begin preferred solutions  Define the activities DEFINE YOUR TIMELINES  When & how often  Duration of sessions
  • 40. 10 Step Process LEAVE THEM ON AN FOLLOW UP “UP NOTE”  Monitor milestones  Praise them one more time  Evaluate performance on ending against standards agreed to in  Express appreciation for the action plan their efforts & contributions to  Redirect & reassess the organization  Begin the cycle again
  • 41. Confrontation Is difficult  Uncomfortable  Most people aren’t very good at it  Used when other methods have failed  Requires development of questioning techniques  Reduces conflict & confrontation  Reduces defenses  To gather facts  Focus on solutions & goals  Create action plans
  • 42. Conflict Handling Behaviours Accommodation Compromise Collaboration Competition Avoidance
  • 43. Competition  Achieve goals & further interest regardless of impact on others  Competition & domination  WIN-LOSE Struggle
  • 44. When To Compete:  Quick decisive action  Important issues with unpopular courses of action  Vital issues when you’re right  When people take advantage of non-competitive behaviour
  • 45. Negative Consequences of Competition  Surrounded by “Yes” people  Distorted perceptions  Reduced communications  Damage to relationships  No commitment  Constant “Policing”  Fear of admitting ignorance/uncertainty
  • 46. Accommodation:  Place  Maintain opponent’s relationship through self- interests sacrifice above own Appease opponent
  • 47. When to Accommodate  You’re wrong  Issue more important to others  Need “credit” for a larger, more important issue  Competition damaging  Preservation of harmony important  Develop subordinates through errors
  • 48. Negative Consequences of accommodation:  Frustration  Self-esteem  Decrease undermined influence  Relinquish  Laxity in best solution discipline
  • 49. Avoidance Recognise conflict, but:  Withdraw  Suppress conflict
  • 50. When to Avoid  Already a lost cause  Damage outweighs benefits  Need more info  Need time to cool down, compose, gain perspective  When others can resolve it  Symptomatic of something larger
  • 51. Negative Consequences of Avoidance:  Decisions by default  Unresolved issues  Saps energy  Self-doubt  Prevents creative input  Lack of credibility
  • 52. Compromise:  Each party gives up something  No winner or loser
  • 53. When to Compromise Moderately important goals  Equally strong & committed opponents with mutually exclusive goals  Temporary settlements on complex issues  Expedient solutions under time constraints  Back-up to collaboration or competition
  • 54. Negative Consequences of Compromising  Lose sight of larger issues  Cynical Climate  No-one is fully satisfied  Short-lived solutions
  • 55. Collaboration  Co-operate to satisfy all parties concerned  Solve problems & clarify differences  Viewpoints focused  Consider all alternatives  WIN-WIN approach
  • 56. When to Collaborate  Concerns too important to compromise  Better understand others  Need to merge diverse insights  Commitment increased through consensus  Working through hard feelings
  • 57. Negative Consequences of Collaboration  Waste time on insignificant issues  Ineffective decisions from uninformed people  Unfounded assumptions about trust
  • 58. Was The Session Successful? 1. WAS IT MUTUAL? The other person spoke more than you There was 2 – way communication 2. WAS IT You managed your emotions RESPECTFUL? You gave real attention to other person’s ideas You valued their opinions 3. WAS IT SOLUTION You didn’t defend or rationalize the problem & OPPORTUNITY The focus was on goals FOCUSED? You fixed the problem – not the blame You ended with an action plan 4. WAS IT You began with an end in mind STRUCTURED / You didn’t just react on the spur of the PLANNED? moment
  • 59. Was The Session Successful? 5. DID YOU MAINTAIN The person asking the questions is always in CONTROL? control When you asked questions, you waited for the answer If you felt you were losing control, you asked more questions 6. DID YOU FOCUS ON Don’t “toss the kitchen sink” ONE TOPIC PER To begin with – you have not been giving SESSION? consistent feedback 7. WHAT HAPPENED Did your intervention result in any positive DURING THE change behaviours? SESSION?