vale14392_fm.qxd 10/15/04 15:22 Page i About This Book Why is this topic important? Because executive coaching has grown rapidly in recent years, many human resource professionals and their clients need information to help them know when and how to use coaching for their organizations. Most of the books on the market are “how-to” books, with very little material to assist HR people in becoming savvy consumers of coaching services. The topics and materials in this book can serve as a practical guide to learn more about what coaching is and how to best use it in the organization. What can you achieve with this book? In the authors’ experience, HR professionals, clients, and others in organi- zations have many questions related to the practice of executive coach- ing. This book provides information on the process of coaching, when it is appropriate to use it, and how the four key roles of HR professional, client, boss, and coach can function together to maximize the effectiveness of coaching. This volume seeks to equip HR professionals, their clients, and others with the ability to make informed decisions about coaching for themselves and for their organizations. How is this book organized? This book is divided into five sections. Section I provides a definition of coaching, situations in which coaching is appropriate, and guidelines on selecting a coach. The critical steps in the coaching process are explained. Section II provides an understanding of the different roles and responsi- bilities of the HR professional, the client, the boss, and the coach and how each of them interrelate to achieve a successful outcome for the coach- ing engagement. Section III highlights some special topic areas, such as executive development, for which coaching can be utilized as a way to accelerate the learning process. Section IV offers first-hand accounts from vale14392_fm.qxd 10/15/04 15:22 Page ii clients on their experience of coaching. Section V provides reproducible resources and forms that can serve as practical, everyday tools to be used by HR professionals and others. The Appendix contains an executive breakaway section—material designed for the coaching client. The break- away section, as well as the resources and forms, can also be found on the Pfeiffer website (www.pfeiffer.com). vale14392_fm.qxd 10/15/04 15:22 Page iii About Pfeiffer Pfeiffer serves the professional development and hands-on resource needs of training and human resource practitioners and gives them products to do their jobs better. We deliver proven ideas and solutions from experts in HR devel- opment and HR management, and we offer effective and customizable tools to improve workplace performance. From novice to seasoned professional, Pfeiffer is the source you can trust to make yourself and your organization more successful. Essential Knowledge Pfeiffer produces insightful, practical, and comprehensive materials on topics that matter the most to training and HR professionals. Our Essential Knowledge resources translate the expertise of seasoned professionals into practical, how-to guidance on critical workplace issues and problems. These resources are supported by case studies, worksheets, and job aids and are frequently supplemented with CD-ROMs, websites, and other means of making the content easier to read, understand, and use. Essential Tools Pfeiffer’s Essential Tools resources save time and expense by offering proven, ready-to-use materials—including exercises, activities, games, instruments, and assessments—for use during a training or team-learning event. These resources are frequently offered in looseleaf or CD-ROM format to facilitate copying and customization of the material. Pfeiffer also recognizes the remarkable power of new technologies in expanding the reach and effectiveness of training. While e-hype has often created whizbang solutions in search of a problem, we are dedicated to bringing convenience and enhancements to proven training solutions. All our e-tools comply with rigorous functionality standards. The most appropriate technology wrapped around essential content yields the perfect solution for today’s on-the-go trainers and human resource professionals. Essential resources for training and HR professionals w w w. p f e i f f e r . c o m vale14392_fm.qxd 10/15/04 15:22 Page iv vale14392_fm.qxd 10/15/04 15:22 Page v Executive Coaching: A Guide for the HR Professional . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Anna Marie Valerio and Robert J. Lee vale14392_fm.qxd 10/15/04 15:22 Page vi Copyright © 2005 by John Wiley & Sons, Inc. Published by Pfeiffer An Imprint of Wiley. 989 Market Street, San Francisco, CA 94103-1741 www.pfeiffer.com Except as noted specifically below, no part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, Inc., 222 Rosewood Drive, Danvers, MA 01923, 978-750- 8400, fax 978-646-8600, or on the web at www.copyright.com. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, 201-748-6011, fax 201-748-6008, e-mail: vale14392_fm.qxd 10/15/04 15:22 Page vii Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Introduction: Getting the Most from This Resource 1 Section I: Coaching as a Service 5 Chapter 1 What Is Coaching? 9 Chapter 2 When Is It Appropriate to Use Coaching? 17 Chapter 3 How Do You Select a Coach? 27 Chapter 4 What Are the Steps in the 41 Coaching Process? Section II: The Roles Involved in Coaching 63 Chapter 5 What Is the Role of the HR Professional? 65 Chapter 6 What Is the Client’s Role? 77 Chapter 7 What Is the Boss’s Role? 89 Chapter 8 What Is the Coach’s Role? 95 Section III: Special Topics 105 Chapter 9 Assimilation Coaching 107 Chapter 10 Executive Development and Coaching 111 Chapter 11 Multi-Cultural Issues 117 Chapter 12 Coaching and Diversity 123 vii . . . . vale14392_fm.qxd 10/15/04 15:22 Page viii viii CONTENTS . . . . . . . . . . . . . . . . . Section IV: In the Words of Clients 127 Maria’s Story 129 Howard’s Story 133 David’s Story 137 Charlie’s Story 143 Carter’s Story 149 Section V: Reproducible Resources and 153 Forms Common Coaching Situations 157 Questions for an Interview with a Prospective Coach 159 Agenda Items for an Initial Discussion Among HR 163 Professional, Client, Boss, and Coach Sample Agreement for Coaching Services 165 Sample Action Plan 169 Action Plan Format 171 Sample Progress Report 173 “To-Do” List for Managing Coaching Resources 175 Appendix 177 Executive Breakaway Section 179 Bibliography 213 About the Authors 217 Index 219 Pfeiffer Publications Guide 223