It’s all about Spirit

January 10, 2012

Jodi Flynn (of Luma Coaching) and I have been meeting to share our understanding of the coaching process, of how to facilitate constructive change, and of how we ourselves have gotten more “on track”.

The agenda for our most recent intensive was, “How do I know my goals and actions are in alignment with my authentic self, or my authentic path?” Business coach Mandy Schumaker had posted this question, and we both felt that it was an important starting point for any transformative process.

Jodi was well prepared, with a brilliant list of “red light” and “green light” indicators, that could help us identify when we’re on or off that path. Read her blog entry for more about this very helpful set of questions, and how they might be applied.

What I want to report here concerns that “ah ha” moment, when one of us exclaimed, “It’s all about Spirit”. Both of us have had the experience of feeling actions, writing, images coming through us rather than from us, so it should not have been surprising to hear this affirmation of personal faith.

But what followed was much more radical. I asked Jodi whether this applies to all her clients, and not just those who consider themselves believers of some sort. Without hesitation, Jodi replied, “Absolutely!” She explained that the words may be different, God or Christ or Buddha language may not fit, but that sense that we all connect with some higher power not under our conscious control is primary and universal. It can be a challenge to acknowledge this truth, while not proselytizing a particular expression of it, but we both affirmed that this is possible and necessary.

“What about clients who have much more mundane concerns?”, I asked. “How can I be more effective at work, more engaged in home life, more successful in promoting my own business?” Again, Jodi’s clear response, with which I concur, was that to access our greatest potential we have to look within and whether we acknowledge it or not, that is the process of accessing spirit.

“Spirit” may not be the right word for you, if it bring up old baggage, negative experiences with religion, dogma with which you disagree. Perhaps you’ve a better word for that guiding force, that source, that positive constructive energy that can lead us towards centered grounded action. And your coaching work may appear to stay far from notions of spirit or whatever. But the affirmation that came out of our sharing was that Spirit really is at the center.


I recently met  with Jodi Flynn (of Luma Coaching) to explore the basis of our coaching work — and that meant talking about how to catalyze change.  Thanks to Jodi for much of the content I’ve included in this short post.

Most of us (and so most of our clients), are change averse.  Even when we can imagine or understand the benefits of some change in our lives, our organizations, or our relationships, something holds us back.  As coaches, we want to open our clients to constructive change. What helps this happen?

We shared several models:

  • Comparative pain:  We may help our clients realize or understand that the real pain of the status quo is greater than the imagined pain of the change they may be contemplating.
  • Pain, perseverance, and gain:  Every change involves pain.  Things seem harder to do at first, or situations are more awkward.  This lasts for a period of perseverance, but then we’re no longer held back.  And — the real benefit — after a while there’s a gain over where we were at the beginning.  Helping clients acknowledge this rhythm, and project the actual pain, perseverance, and gain, may open them to change.  Also, it may be possible to find strategies that control the amount of pain, the or the perseverance period required.
  • Fear may increase when we look it in the face.  By painting a detailed model of the life we want, the way we want to work, the quality of a relationship, or whatever is the desired subject of change, the positive vision can become so compelling that resistance to change begins to diminish.
  • We may not look for change in the parts of our lives that we experience as fixed.  In other words, we may not name the need for change until the possibility of change feels  real.  I offered the example of a married couple, who might declare, “Well, we get along okay.”  Seeing no alternative to their current lives, they accept when seems immobile.  But upon visiting a marriage counselor, and finding ways to identify issues and work with them, they may revise their assessment to “We never realized how problematic or empty our relationship was!”.
  • Empowerment may be the key.  When we experience ourselves as the victim of circumstance, as conflicted because of the woes of our lives, as powerless to change our situation, we’ve little energy to invest in change.  When we can experience ourselves as responsible, as in a synergistic relationship with the world around us, we become empowered to change our situation.  And even though some outside circumstances of our lives may really be fixed and not easily changeable, we can change the way we carry ourselves and relate to that fixed world.  So … helping clients understand how they can choose that relationship can open them to change.  Jodi spoke of a model leading us from being victim to just being in conflict, then being responsible, becoming of service, acting in reconciliation, existing in synergy, and finally becoming non-judgmental so that we can act much more easily on our own behalf instead of in reaction to the provocation of others or of circumstances.  Being able to place ourselves in this spectrum helps us become open to change.

Whether we seek to improve our personal lives, become more effective within their work organizations. develop teams and groups that can better create solutions to social or business problems, nourish relationships or simply build confidence, change is required.  How we embrace change, or transform our resistance to it, determines how we will succeed.  And understanding models, such as those I’ve shared above, is key to helping people make that transformation.

Blog posts such as this often invite just minor comments of appreciation or disagreement. But I do hope that this one will start a more vital discussion. What has helped you overcome your resistance to change? And how might coaching, counseling, or other assistance have helped in that process?

As I work with non-profit boards, these are some of the questions I usually raise.  But you can use these on your own.  I’d welcome feedback about which are most important, which need to be changed, and what should have been included but was not.

Mission / Vision:  Does the organization have a clear mission statement, and a vision of what it seeks to achieve? At what point in time might the mission be accomplished? When has the board last revisited mission and vision? Are staff, board, and executive aligned on mission and vision?  Are mission and vision statements referenced when program ideas, and internal policies are being considered?  Does the board notice when stated mission and actual function are different, and can it take constructive action?

Stakeholders:  Who are the stakeholders, or potential stakeholders? How does the board connect with or represent the stakeholders? If some stakeholders are not in some way represented on the board, how does the organization maintain ties with them? To what groups does the organization feel itself accountable?

Board membership:  How are Board members chosen? Does the board include people with experience to evaluate and clarify the organization’s need for legal services, accounting, publicity, marketing, program development, fundraising human resources, etc.? Is the board primarily a policy-making body, or does it seek is it a “working board” (providing some of these services)? Are there term limits for board members? How does the board identify and cultivate new members with the right skills, experience connections, and commitment?  Is there a training protocol for new board members, and a regular check in with continuing board members as they get re-appointed?

Board  meetings:  Are board meetings well attended lively events, that engage the board and that result in useful dialog and decisions?  Do board members come away excited and involved? Is there a clear agenda, with board questions presented in enough detail and accompanied with enough background material?  Are meetings run in a manner that encourage candid sharing, creative problem solving, and the generation of consensus whenever possible?  Is the board able to listen carefully to minority views, to see how these might provide helpful insights and guidance?  Are minutes taken carefully, and then reviewed by the board? Read the rest of this entry »

When faced with an interesting problem, some consultants may start by offering advice — usually well seasoned advice.  That’s not my style.  I prefer to ask questions that define an agenda, that help the participants find their own insight and clarity.

So, when preparing to take part in a meeting of entrepreneurs who might be growing their solo business into a firm with two or more employees (perhaps many more than two!), I prepared the following twelve questions:

Note that I do offer some comments after each question, but these do not attempt to suggest what the answer should be.

1. What’s the core product or service, and how will it get refined / expanded /replaced as the company grows?

[If the plan is for you to do that yourself, think more about delegating.]

2. What are your key strengths, and, most important, your key weaknesses.

[The later should define your hiring priorities.]

3. What the company “brand“?

[And, if there isn't one, how will it get established?  (Note that the brand is not just the product or service you offer, or a statement of its advantages.]

Read the rest of this entry »

I have several coaching clients who are dutiful in helping others, but hold back nurturing themselves.  Whether it’s a tool that that really need (and would use well) or a massage or special meal that might help them celebrate, guilt or other forces keep them from offering these gifts to themselves.  Even naming the things they might want can be difficult.

One way I’ve found to make get past this is to ask my coaching clients to create a set of gift certificates for things / services / experiences they want.  For example, “I’d never get a massage, but it sure would be nice to have a gift certificate for one.”

The homework assignment is to generate those 12 or 20 gift certificates.  This puts it right on the table.  My clients may or may not cash in their fake gift certificates, but they have the experience of being much closer to taking something that they really feel would be positive, and, in so doing, to be nurturing themselves.

Our professional group had a wonderful “bingo” game last month, that really helped us all meet each other.  Here’s how to set it up:

1. Get each person to write about three phrases that might characterize them. At least one should be obscure, and one very generic. For example, I might list the following for myself:

* Used the computer language ‘spitball’ in graduate school

* Asks lots of questions, and advertises that fact

* Once ran ‘computer assertiveness training’ workshops

2. Put together boards with a grid of 4 x 6 = 16 such phrases. 3. Hand these out.

3. Participants have to talk to each other, finding names to put in each box on their bingo sheet.

Executive Scavenger Hunt

January 5, 2011

A member of the Organization Development Network asked, “I am facilitating a program for executives on the topic ofTransformational Leadership’.   What questions do you think should be asked to really get the heads spinning?”

In trying to respond to this query, I asked myself what might get executives to look beyond the surface view of their organizations.  Too often we see what we want, and not other things that don’t fit our paradigms.  What games might get them to look further — based on what they already know?  And then I had it — a scavenger hunt!

Divide the executives up into teams of two or three, and ask each team to identify where in the organization they might find:

  • Ecstasy
  • Greed
  • Delight
  • Fear
  • Contentment
  • Pride
  • Exasperation
  • Integrity
  • Loyalty
  • Eenergy
  • Team spirit
  • Anger
  • Powerlessness
  • Ingenuity
  • Community

(or your own list, in this spirit)

Normally, executives don’t talk about these things. But ask them where these things might be found, and a new degree of honesty and courage may arise. That would be my hope.

Need I point out that most of these scavenger items are about individual feelings, that can lead to healthy or to destructive behavior.  Too often, I believe that managers think of their organization as a whole, and not of the individuals who make it up, and whose personal experience feeds right into an organizational culture.

Transformational leadership involves blending the best that indivuals can offer into an organized, coherent, creative, and profitable endeavor.  It means knowing all the stakeholders (and those who should be stakeholders, but, for whatever reason, are not), having a strong vision, creating a climate of trust, integrity, and creativity, and being able to model the values that should guide the whole organization.

One of my coaching clients wants to be more active facilitating change in her organization, but is frustrated by the apparent lack of interest, or perhaps it’s hidden resistance, on the part of the managers who work under her.  Efforts to brainstorm needed change, or in other ways to create an agenda for the future, have not been successful. She was evidently worn down, perhaps really depressed, by this difficult and unrewarding process.

What might make a difference?

She had one very helpful insight: Part of what’s wearing her down is the negative attitude of so many around her, and she’d be better off spending more time with those staff people who are most agile, resourceful, and interested in real change.  Such attitudes and temperaments are indeed contagious, and I’ll be anxious to see what comes of this conscious effort to pick up the most constructive staff energy.

I also had an insight that might be fruitful. Listing possible changes brings up all sorts of resistance.  Why not spend more time  as a management group listing things about the organization that should be preserved — things that are really good or right?  This might give more staff permission to join the discussion in a non-threatening way.  We expect that the process of enumerating aspects to be preserved will actually highlight some things that need to be changed, but that would be the discovery and not the stated goal.

I tread very carefully in making any suggestions.  My role is not supposed to be that of a consultant, offering solutions, detailed strategies, or lots of content expertise.  Indeed, I’ve only a vague sense of this organization’s mission and program.  I’m there to help the director find insight and clarity herself, occasionally offering hints or suggestions, but primarily listening to her reflections and observations and helping her hear her own insights in the most constructive way.

That’s what coaching (which I call “clarifying”) is about.  Remember, you can have a free half hour session, in person or on the phone, to help you decide if this could add value to your life, or your organization.

People generally don’t come to me for “coaching” (I prefer to call it clarifying) because their lives are working well, because their creativity is flowing, or because their organizations are functioning at maximum potential.  They come  because of perceived gaps, deficits, problems, and challenges.

Typically we’ll start work with the client filling out “Wheel of Life” forms, such as the one shown at the left.  This one focused on personal issues such as health and family’ others are more about business or work, creativity and production, organizational health.

My clients probably assume that I’ll zoom right into those quadrants with the lowest score or ranking.  If “health” or “personal growth” is the area of least success, isn’t that the place to start?

“No!”, I insist.  Instead we start with the best ranking areas, reviewing what efforts, what paradigms, what personal initiatives led to that success.  By experiencing, and reviewing, how we succeed in some areas, we can best plan our success in others.

This chart focuses more on management skills and tasks, such as planning, team building, maintaining accountability.  Most managers experience challenges with some of these areas, while enjoying success with others.

Coaching (or clarifying) is not a substitute for skills training, but it can be critical in bringing out those skills when needed.  Sometimes what’s needed is not a whole new skill set,  but just a metaphor, a paradigm, or an idea.

One client of mine was challenged bringing out the aliveness in one of the managers who reports to her.  My asking, “How did I just get that strong response from you?” was all the hint she needed.  We each model behaviors for those around us.  The  questions I was asking her were part of our coaching — they were also tools she could use with her staff.

This model is not complex, and is can be completely transparent.  Most coaches have no secret agenda, or magic method.  By asking cogent questions, offering honest support, and allowing our clients space to think, to respond, to take charge, and to grow, we get to see incredible results.

When our daughter was in high school, the school organized an evening program for parents on “resiliency theory”.  The lead speaker pointed out — as all the parents present already knew too well — that our children were at risk getting hooked on alcohol or on illegal drugs, that they may be in a crash with a drunk teenage driver, that our daughters  could get pregnant.  Indeed, there were perils at every moment!

All this is true, but not helpful, the speaker explained.  What was more helpful was the fact that our kids had been navigating these dangerous waters for some time, and had mostly been making good decisions.  We needed to identify the strengths that led to those decisions — such qualities as character, judgement, integrity, and courage — and find ways to highlight and support those strengths.  We needed to empower our children, reminding them of the positive qualities that they have to draw upon — rather than focus primarily on the risks that they face.  The risks were real and important, but they were not a key to safety and positive action.

What he was talking about, we learned, is “resiliency theory”.  There’s an excellent summary of these ideas at the WestEd Health Kids website:

At its foundation, a resilience based approach to youth development is based upon the principle that all people have the ability to overcome adversity and to succeed despite it. Resilience is a strengths based model meaning its focus is on providing the supports and opportunities which promote life success, rather than trying only to eliminate the factors that promote failure.

Research has consistently shown that the presence of these developmental supports and opportunities provide a better indicator of whether youth will grow up to become successful well-adjusted adults than the presence or absence of risk-factors (i.e. poverty, drug-use, etc.)

I’ve found this a helpful approach with people of all ages.  Recently I took on a new ‘coaching” client, a manager who came with a list of goals reflecting difficulty in social skills, a sense that he was managing short term operations but not visioning or achieving long term goals, and a concern that he was in some significant way a disappointment to his staff.  Indeed, when I had him complete an inventory of strength and weaknesses, and of the parts of his work and personal life that were working well or that were lacking in significant ways, I could see the same judgements and concerns reflecting in his answers.

We could have wallowed in those negative perceptions.  It might have been cathartic, and perhaps satisfying, but I doubt that it would have been empowering.  Instead, I suggested that we start by reviewing all the areas where he had given himself the highest ratings — to see what innate strengths, and what positive actions had made those parts of his work and personal life function so well.  That was the beginning of a healthy coaching relationship that has seen him energize his staff, spend more time envisioning and working for needed changes in his organization, and feel better about himself and his contribution at work.  Our focus is on what we can do, rather than on what might have eluded him.  He’s in control of the coaching sessions, and I believe he’s more in control of his life.

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