Essential Coaching Skills
Following the 7 Steps in the Coaching Process
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1. State an objective. At the beginning of a coaching session, state the reason for the meeting. Give some background about the problem and commit to a plan of action.
Essential Coaching Skill
Giving Feedback
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Coaching requires giving feedback to employees on their performance. Feedback is often thought of as being inherently critical, but that need not be the case. Successful coaches are careful and discriminating about how they employ feedback, knowing that poor or incomplete feedback could stifle their employees or even cause feelings of inadequacy in them.
Key Categorization
for Insight Builder Surveys
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Within the survey, the question is asked: How likely is it that you would refer "Name of Financial Institution" to a friend, family member or colleague?
Coaching Sidetracks
and What to Do About Them
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Coaching sidetracks are like dead-end roads: they don’t go anywhere and end up wasting a lot of time. So, just don’t go there. A coaching sidetrack is a defensive technique that employees use to...
Insight Builder SMaRT Distribution
Distribution Setup
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This document describes what should be included in the Relationship and Transaction Survey data files. It is from this information that we create our email and/or mailing lists.