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Executive Coaching Case Study |
From the Hard Way to the Easy Way
Jon was a 41-year old marketing director in
Philadelphia. When he began coaching his goal
was to get to the next executive level within 2
years. Jon was very bright and had been
progressing quickly in his company up until a
few months before beginning coaching. In the
past his marketing campaigns were effective and
his bosses had been pleased with his work,
however, he had begun to doubt whether he had
reached a plateau in climbing the corporate
ladder.
The Problem
Jon was a rising star in his organization,
but there was evidence that his star was
starting to fade. Reviews from customers and his
boss were no longer glowing. His direct reports
were not coming to him for feedback or
implementing his advice. He was often
uncomfortable and on edge in meetings.
Despite a great deal of effort to come across
as professional and likable, Jon was not
creating the impression that he needed to. He
was working hard to appear a certain way but it
was not working for him. Exhausted, he came home
from work in a bad mood it was affecting his
relationship.
Jon was concerned that he had reached a
plateau at a time when he wanted to progress
quickly. He had plans to retire early, at age
50, and travel the world with his wife. He knew
that he would forever regret not having given
his goal 100% of his effort, and he was
motivated to engage in coaching.
The Assessment
We began by conducting several assessments to
get feedback from Jon himself, his boss, his
three direct reports, his co-workers, and his
wife. 360-degree feedback supported Jon’s fears.
People thought that he was a smart guy, but they
didn’t see him at the senior executive level.
His boss said that Jon was a dedicated and
hard-working individual, yet he lacked an
ability to exert influence over others. Jon, his
boss said, was a great “doer” but not a great
leader.
Co-workers’ feedback contained themes of
Jon’s eagerness to please. They said that he
sometimes played it safe and did not disagree
with people. He didn’t show visionary
leadership. When his coworkers asked Jon for
advice, they said that he was typically quite
positive but they wondered how honest he was
being.
Jon’s wife said that he had a tendency to
bottle up his emotions and that sometimes he
exploded with frustration about inconsequential
things.
The Discovery
In examining these various puzzle pieces, I
discovered something about Jon: He was trying
too hard.
When Jon turned 40, he decided it was
important to get to a senior executive level, so
he started trying to make sure that it happened.
His efforts backfired. While he wisely realized
that it is important to be liked in the
workplace, his desire to be liked actually
under-minded his authority. He tried so hard to
please others that he came across as wishy-washy
and even insincere. This was ironic because Jon
was a sincere guy, but his efforts were getting
in his own way.
Jon was also a conflict-avoider. He didn’t
want to upset people so he kept his
controversial thoughts to himself. These
problems had not been in issue before because
Jon didn’t need to show high-level leadership
abilities in his previous roles.
And of course feelings that get stuffed down
have a way of resurfacing, which led to the
conflicts with his wife and coworkers’ reports
that sometimes Jon appeared “passive
aggressive”.
The Changes
Together, Jon and I decided that to be seen
as a senior executive, he would need to make
some serious changes.
“You are going to need to put yourself out
there and take some risks that will not be
comfortable,” I advised him, “If you want to
stay in place, you can keep doing what you’re
doing. But to move ahead, you’ll need to drop
all of your crutches and start showing the
executive presence that you need.”
“I will do whatever it takes,” Jon said and
we were off to the races.
Within one month, Jon’s boss commented that
Jon was showing a more commanding presence in
meetings. “It seems like you’re getting ready to
take my job,” his boss said, “which works out
great because I’d like to retire soon.”
Jon’s co-workers began asking Jon for advice
more often and he was seen as a strategic leader
by those around him. Within four months, two of
Jon’s direct reports received significant
promotions, a testament to his ability to
develop them. Jon offered to give presentations
and he began to enjoy igniting a bit of
controversy and stimulating forward-thinking.
Jon even noticed changes at home. He
expressed his feelings when they were small and
manageable and as a result he avoided blowing up
and getting into arguments with his wife.
When Jon dropped his crutch behaviors and
allowed his true talents to shine, he started to
have more executive presence which allowed him
to get a promotion within a year. And his
evaluations showed that he was even more
respected and admired after he stopped trying so
hard to be liked.
If you have a workplace change that’s too
important to leave to chance,
learn how to get
started with executive coaching. |