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The Essential Link between Training, Coaching, and Monitoring

Mary Beth Ingram


"We need a Customer Service Training program!" screams the Executive.

Scramble! Find, develop, write, create, or buy another course to get better at Customer Service. Put the whole staff, no the entire company through the course. Done.

Training is expensive. No one even argues that point. There are hard costs … investment in training seminars for the trainer/facilitators to be certified to conduct the courses or hiring an outside firm to develop and deliver a custom program; equipment for the classroom as inexpensive as an easel and flipchart or as expensive as a laptop with a Power Point presentation and a projection system; workbooks or ancillary materials for participants to remind them of the major concepts; etc. And there are soft costs of which the biggest is time away from the job and a resulting loss of productivity. That alone has driven both the need and the flood of purchasing of CBT, CDRom or web-enabled training.

The worst nightmare for your training and HR department is to have a supervisor say, "I need to sign Bill up again for your training session. I don't think he got it the first time." It's a safe bet that re-training isn't the answer. More often than not, it's an absence of coaching and monitoring that has sabotaged the training investment and failed to produce the hoped-for behavior change in a staff member. Yet we continue to pour budget dollars into learning programs hoping that the next program will work better and finally produce the results we are looking for.

If we step back and look at adults for a moment, we will find that the learning process is indeed a 'process' and not an 'event'. Classroom-training programs or computer based training programs are the 'events'. Implementation and change is the process after the event! When we were adolescents, we needed time to integrate any new information we learned into our systems (habits). From there, the information
I took root and we changed and matured. Luckily, adults complete this cyclical process in shorter amounts of time than do adolescents, but the component of time and process, is still necessary to make real changes. By the way, a good definition for adults is "kids in longer skin"! The impact of that truth resonates throughout more than just training if you ponder it for a moment.

So, what are we dealing with when adults come out of a training experience in the classroom or have just exited the training program at their PC? They started the training with a set of habits they were comfortable with using everyday, almost unconsciously. The goal of the training was to challenge those habits. Some habits were affirmed and some were not. For those that weren't affirmed, two changes are required; first, let go of your comfortable habit and second, take on a new, not-yet-you, habit. Demonstrations, maybe even role-plays, were
done to show how to use the new tip, technique, idea, skill, etc. Then the announcement came --- make the change! Viola! Presto-Change-o! Old habits gone; new habits on. Hardly.

Habits are strong. The simplest of behaviors can be difficult to break. Put your hands together as if you are going to pray. Now fold your hands letting your fingers weave between each other. Notice which of your thumbs is on top. Now, let go and re-grasp your hands so that your other thumb is on top. Simple, right? No. Comfortable? No. Awkward? Yes! Want to take another, longer, test that proves how strong simple habits are? Take your wristwatch off the wrist you have it on now and place it on your other wrist. Find out how long it takes you to stop looking at the naked wrist to tell time! I actually did very well within a couple of days of moving my watch to my right wrist unless I was under stress. Even minor pressure or tension would cause me to look at my now naked, left wrist. It took me 11 months to create a new, automatic, non-conscious habit to look at my other wrist.

Habits are hard to break. New habits are even tougher to create. Coaching and monitoring are the secret ingredients that challenge the old habits and help your staff make a successful transition from good ideas in the classroom to implementation in their work environment. Without this component, it's like throwing your training budget down the drain. You can hope, wish and pray for people to make changes. Some will. Some are easy learners and sponges. They soak everything up and use it all. Many will enjoy the training but never implement a single idea. Then some will not enjoy learning anything new and there is no hope, wish or maybe even prayer that will make a difference. Coaching serves all these learners. The sponges mature quicker in their use of new habits. Staff that enjoyed the training will be encouraged to recall, remember and use what they learned. The staff that is hardest to change will still be the toughest challenge for the coach, but the coaching process is the best hope for moving this learner from old ways to new ways.

What does a coach do? Take a look at sports. Every sport has a coach. Where does the coach perform the work? Right next to the player! Think of football. In practice, the coach is out on the field sometimes working right behind the player calling out pointers, shouting encouragement, and generally making that player his entire focus. When game time comes, the coach is forced by the rules to move to the sidelines, but he's still 'on the field'. Does
football have a monitor? You bet! There is a person up in the pressbox filming the game for review on Monday morning! On average, a team spends 30 hours a week getting coached in order to play four quarters on Sunday!

Coaching is working with your staff members. Monitoring is checking on your staff members. Both are valid measurements of performance. Management mostly does monitoring. Don't think so? Just ask your staff! Monitoring is a quality assurance step and you find it performed in all industries. Some of it is formal … logging or taping calls for review in the call center; pulling units off the line for inspection at the plant. Much of it is informal … "Hey, what's this?" asks a manager or supervisor as they walk through the plant. "Can I ask why you told our customer that?" asks a team leader in a call center after hearing a conversation as she walked by the workstation. We monitor formally and informally and we do it frequently. Coaching is different.

Coaching takes purposeful time and involvement. It's supportive. When you are in the coaching role, you are fully engaged with your staff member in all aspects of their work and their interaction with your customer. Coaching requires lots of personal energy. Just like the sports coach, it's about calling out pointers and shouting encouragement to your players! The only difference is the decibel level since you aren't out on the court or the football field! Its entire focus is the self-development of your staff member. It's not punitive. It's positive. It's a way for your staff member to grow as a result of the training program you had them take. It's where you become part of the process of moving from classroom information to workstation implementation helping staff change old habits and develop new ones.

Can you train and not coach? Absolutely. Can you count on changes, improvements, new habits, increased customer satisfaction, more skilled and capable staff? Absolutely not.



Source: HR.com


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