Delta Consultants

Financial Services

 
Executive Coaching

  Printable version

 
Business:

Financial Services

  
Issue:

Building emotional intellect to get a derailing executive back on track

   
Objective:

Enable a senior executive ("Bob") to become more adaptive and responsive to strategic changes in managing his people and partnering with peers.

  
Program Summary:

A Delta psychologist first conferred with Bob's boss about the issues of concern and the urgency of the situation. The psychologist then met with Bob for an orientation and to solicit thoughts on his career purpose, the current circumstances and the issues raised by his boss.

It was determined that the critical "change" issues were as follows: (1) become a more effective coach and mentor to field professionals and relinquish control of decisions that they should be making independently and (2) become more supportive and responsive in executing new programs (to which he and his peers agree).

While the boss was clear on the issues, Bob was rather vague. He did know that he was not viewed positively by his corporate peers and his boss' peers, and that his job might be in jeopardy. However, he was unsure about the bases of their negative perceptions.

To help Bob get needed insight, he was interviewed further and given various assessments to understand his leadership attitudes and preferences. A competencies based (360° feedback) assessment was also completed. The 360° assessment included interviews with selected people who provided real-time input to complement ratings on his leadership and communication skills.

These assessment vehicles enabled Bob to gain the following insights about himself: (1) excess needs to control events and maintain his status as the key decision-maker, and extreme fear of being cited for mistakes, made him reluctant to develop and empower his people, and (2) guardedness and difficulty engaging in conflictual discussions with peers resulted in a tendency to withhold dissenting opinions, nod his head in agreement and then (passively) resist following through to execute new programs.

Related competency weaknesses on the 360° assessment were feedback and coaching, welcoming change, handling disagreement and accountability.

Having accepted the above insights after a few sessions to work through defensiveness and chagrin, Bob began to discover more effective strategies and benefits for changing his practices. He next set goals and developed action plans to turn things around and shared his action strategies with his boss. Bob also asked his boss to be more timely and direct in providing progress-related feedback, and to support him in allowing his people to make mistakes and learn from them.

Action plans were constructed to help Bob overcome emotional obstacles and achieve both his improvement and business goals. For example, more field time coaching his people, and negotiating (and managing) their preferred levels of autonomy and learning needs, helped Bob to get over his controlling tendencies and fears of being blamed for mistakes. This strategy also enabled him to increase his status due to increased customer and staff satisfaction and overall production.

 
Outcomes:

Six months and a few follow-up sessions later, Bob was operating as a much more effective and empowering coach, and was much less personally involved in decisions his people were making. He also started getting high marks for openly expressing his concerns and working through them with his peers. And, he became much more responsive in support of the team's decisions. Bob's improvement has grown and sustained for over two years. Delta has continued to provide individual coaching services in support of this organization's strategic objectives.

 

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