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COACHING Not just whistles and clipboards © 2 0 1 4 - 1 5 T a m m y O l s o n , M e l i s s a C h a m b e r s , K a r e n H y d e r . A l l r i g h t s r e s e r v e d . 1

COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

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Page 1: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

COACHINGNot just whistles and clipboards

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Page 2: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

Coaching Trainers for Success in Virtual Online Sessions

In this session, you will:

•Identify the components of an effective virtual coaching program

•Describe the elements of the Do-Listen-Learn-Apply coaching model

•Discuss coaching and feedback techniques for technical, instructional design, and delivery skills in a virtual online session

•Determine the best course of coaching action for three case study examples

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Page 3: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

Poll 1: Who are you coaching?

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Trainer—knows how to teach, but not online

Lecturer—knows how to lecture

SME—expert in material

Instructional designer—designing for virtual sessions

Manager—just wants to communicate with team members

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Please respond to the Poll

Page 4: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

Poll 2: Which coaching formats do you use most?

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Formal—You have a process

Informal—Coaching occurs when someone requests it

Impromptu—You just witnessed a train wreck and want to help

None—Trainers are on their own

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Page 5: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

to help trainers identify

opportunities to

The purpose of providing coaching for trainers is...

5

engage learners most effectively

using virtual online tools.

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Page 6: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

Think of a successful coaching program…

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what are/were the most important aspects?

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Please type responses in the Questions panel.

Page 7: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

GoalsBenchmarksRolesExpectationsScopeDurationGround rulesAgreement

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What will success look like?

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Page 8: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

Goals deliver session(s) successfully on _____ Benchmarks number of prep sessions + eventRoles who does what, when?Expectations deadlines, performance levelScope what will coaching focus on?Duration what determines done?Ground rules behavior, process details

7 Agreements all agree to above8

What will success will look like?

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Page 9: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

9

TECHNICAL

SKILLS

DELIVERY

SKILLS

DESIGNSKILLS

3 skill areas

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Page 10: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

Scenario 1 – Anna

An experienced in-person trainer, Anna is very knowledgeable on a catalog of topics, but is new to virtual online sessions. Anna told co-workers that she doesn’t like that people don’t participate like they do face-to-face. Plus audio never works right!

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Dave P.: It appears as if trainer is reading a script. Could I just have the script?

jmh88: Anna didn’t read chat or check in to see if people were following.

Katarina: Trainer is knowledgeable, but disconnected from students. Seemed confused by software.

Poll: Which bucket(s)?

Participant and colleague feedback includes:

Page 11: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

11

TECHNICAL

SKILLS

DELIVERY

SKILLS

DESIGNSKILLS

Poll 3: In which skill area(s) does Anna need coaching?

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Anna

Page 12: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

Coaching Rubric

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Sometimes, there is a clipboard.

See h

an

dout

for

deta

il

Page 13: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

Goals Reframe, Deliver on Mar 1

Benchmarks 3 prep sessions + event

Roles A covers content, K handles technologyExpectations

Scope Technical, Design, and Delivery

Duration Completion of event

Ground rules Be open to feedback. Use best practices.

Agreement Agreed! 13

Scenario 1 – What will success look like for Anna?

Take feedback from preps and update slides before next session. Rehearse to show readiness. Perform on event day.

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Page 14: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

Impromptu feedback and coachingObserve a live or recorded session, then debrief:

•What went well?•What didn’t go well?•What needs attention before the next session?

•How will you change it?

Invitation: “I made notes. If you’re open to kind feedback, I have some to offer.”

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Page 15: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

Feedback Sandwich

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Forgot to look at Chat

Confused by Poll

Gave almost accurate instructions

Voice was strong and clear

Appeared distracted

Good design ideas

Confident in subject matter, but read from script

Finished on time

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Anna

Page 16: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

Anna’s coaching plan

Prep 3Click through slides,

test everything. Agree on tasks.

Rehearse?

Q & A

Thank yous and

survey

Prep 1Immersion, audio

test. How to use and leverage virtual tools, Reframe

March 1

Login early. Final

checks

Connect with

coachee

Determine interactions, make adjustments to

files and settings

StartAgree to

agree

Intro, tutorial

and tech

support

End

Note how features

will impact lesson plan

Close session. Debrief

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Update files

considering

virtual tools

Update files

considering

Prep 2 decisions

Prep 2Click through

draft files

Rehearse

FINALIZE

Teach/ Rehearse tools from Host view

Offer feedback. Demonstr

ate options. Reframe

Anna delivers

successful session

Page 17: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

In this model, the coachee is expected to…

Discussing, demonstrating options

Re-assessing

Giving kind feedback

Assessing/Evaluating

Do Listen

Learn

Apply

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Anna

While the Coach is…

While the Coach is…

While the Coach is…

While the Coach is…

Do-Listen-Learn-Apply Coaching Model

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Page 18: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

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What causes resistance?

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Please type responses in the Questions panel.

Can’t change?

or doesn’t know how.

Page 19: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

Scenario 2 – Ken

Ken is an expert in his webinar topic. He’s been teaching about it for over 20 years.

After Prep 1, it’s clear that he has no intention nor ability to adapt his presentation for the a virtual classroom. Ken likes things his way and no software, no learner nor coach is going to change how he delivers his content.

Ken’s session plan is to read bulleted slides verbatim. His PowerPoint file is one version away from hand-written acetate sheets.

Poll 4: How would you coach Ken?

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Page 20: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

20

TECHNICAL

SKILLS

DELIVERY

SKILLS

DESIGNSKILLS

Poll 5: In which area(s) does Ken need more coaching?

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KenPlease respond to the Poll

Page 21: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

Goals Reframe! Deliver on April 21

Benchmarks 3 prep sessions + Materials updates + eventRoles Ken engages audience, Karen does all tech.Expectations

Scope Technical, Design, and Delivery

Duration 5 weeks

Ground rules Be open to feedback. Use best practices.

Agreement ok! 21

Scenario 2 – What will success look like for Ken?

Work together to update slides, interactions and graphics. Use consistent template and fonts.

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Page 22: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

Scenario 3 – Alex

Alex is an instructional designer who also teaches.

He has experience creating college-level virtual online courses. He’s eager to start using all the cool features in he new company’s state-of-the-art virtual classroom interface.

Colleague feedback indicates that Alex has great design ideas, but reviewers fear that the sessions can’t be done in 60 minutes. Learning objectives will be lost in the complicated interactions.

Poll 6: Where might you begin with Alex?

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Page 23: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

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TECHNICAL

SKILLS

DELIVERY

SKILLS

DESIGNSKILLS

Poll 7: In which area(s) does Alex need more coaching?

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AlexPlease respond to the Poll

Page 24: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

Goals Make it play

Benchmarks Beta test class presented live in 60 min.Roles Alex designs plan, Karen sets up. Expectations

Scope Technical, Design, and Delivery

Duration 2 weeks

Ground rules Be open to feedback. Use best practices.

Agreement yes 24

Scenario – What will success look like for Alex?

Work together to test and tweak interactions and instructions. Note relevance:time ratio

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Page 25: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

Coaching Trainers for Success in Virtual Online Sessions

•Agree on 7 points

• Identify improvement opportunity appropriate for scope

•Note the skill area(s) needed Technical, Design, Delivery

•Focus on specific issues and solutions

•Use the Do-Listen-Learn-Apply model to observe, demonstrate options, apply and practice in context

•Recognize and reward improvements

•Achieve goals!

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Do Listen

LearnApply

7

Ag

reem

en

ts

GoalsBenchmarksRolesExpectationsScopeDurationGround rules

Do-Listen-Learn-Apply Model

Page 26: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

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TECHNICAL

SKILLS

DELIVERY

SKILLS

DESIGNSKILLS

Poll 8: In which skill area(s) do your trainers need coaching?

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Page 27: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

Coaching from the chairlift

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Page 28: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

YOU Statements

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“Your instructions were unclear and the

participants were confused about what you wanted them to do. And, you left your mic open

when you weren’t talking.”

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Page 29: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

Less kind and Kind feedback examples

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What’s said? Triggers Another way to say it

“You did it wrong” You, wrong “I find this other way works for me…”

“Your timing was way off” Your, way “The timing was a little off. Some of that was due to technical issues, but I think we can shave off a few minutes next time by tightening up the activities.”

“Participants disengaged early and you never got them back”

Blaming, worthless effort

“There was not as much engagement as we both hoped. I recommend we build in one or two more activities and use a participation agreement up front. ”

“You should have done it the way I told you to do it.”

Should, “told” does not equal “learn”

“Remember, when we talked about NOT Desktop Sharing your Inbox with the audience? Well, it happened! It’s no big deal, but we did see a personal message Subject: ‘The big move’ for a second. I’m going to edit that transition out of the recording. Promise me you’ll always close apps before you desktop share. I’ve embarrassed myself a few times and I don’t want that for you.”

“No problem” No, problem “You’re welcome.”

“What happened to you in there?”

You, accusatory “I’m so sorry that you suffered a crisis in the middle of showing the Poll. I might have been able to help if I had realized sooner what was happening. The good news is that the participants barely noticed that and all were able to respond to the poll. BTW, you were disconnected for about 20 seconds. I know it felt like an eternity.”

“It was just ok, but not very good.”

Just, not good “There were many things about this session that were very good. Your mastery of the content was evident--you spoke clearly and confidently about it. Things were less clear around the technical instructions. Some participants were confused and frustrated and it caused a little tension. But you recovered well and finished on time. If you’d like feedback on what you might say next time to help make it clearer or tweak your interactions to get more engagement, I’m happy to offer my suggestions.”

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Page 30: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

Contact :

Email: [email protected]

www.linkedin.com/in/karenhyder

Twitter: @karenhyder

Blog: https://karenhyderblog.wordpress.com/

Site: www.karenhyder.com

Course: http://bit.ly/1LQ2FUM

Page 31: COACHING Not just whistles and clipboards © 2014-15 Tammy Olson, Melissa Chambers, Karen Hyder. All rights reserved. 1

The Competencies used by CompTIA Certified Technical Trainers (CTT+) and Virtual classroom Trainers

Domain 1: Planning Prior to the Course1A: Review Learning Objectives and Match Them to Learner and Organizational Needs1B: Create an Environment Conducive to Learning

Domain 2: Methods and Media for Instructional Delivery2A: Select and Implement Delivery Methods2B: Use Instructional Media

Domain 3: Instructor Credibility and Communications3A: Demonstrate Professional Conduct and Content Expertise3B: Use Communication and Presentation Skills to Facilitate Learning

Domain 4: Group Facilitation4A: Establish and Maintain a Learner-Centered Environment4B: Use a Variety Question Types and Techniques4C: Address Learner Needs for Additional Explanation and Encouragement4D: Motivate and Reinforce Learners

Domain 5: Evaluate the Training Event5A: Evaluate Learner Performance throughout the Training Event5B: Evaluate Trainer Performance and Delivery of Course

CompTIA’s CTT certification http://www.comptia.org/certifications/listed/ctt.aspx