360’s What’s The Point?

Have you wondered how a 360 degree leadership assessment tool is really relevant to your coaching and in today’s business environments? The last ICF-Pittsburgh Coaches luncheon in June focused on “360’s What’s the Point?” A panel of coaches explained the different 360 degree tools they use and described the best use, applications and challenges they experienced.

The panelists were Dr. Ann Gatty, Dr. Barbara Schwarck, Mary Kwiatkowski and Joanne Martin. Moderator is Anne Papinchak. The panelists spoke to the following learning objectives:

  • What is a 360 Degree Assessment?
  • How do coaches use a 360 survey?
  • How do you choose among the various instruments?
  • What are the pros and cons of various instruments?
  • What are the best practices and lessons learned when using a 360 degree survey successfully?
  • How do you promote and gain commitment and action with your clients?

How do you take the results and create an action plan for change?

For those of you who missed the panel presentations, the Education & Research Committee has provided a summary of the key points each Panelist made with some of the questions asked by the audience.

Introduction to 360 Degree Assessment Instruments

The 360⁰ provides a full spectrum of feedback from peers, supervisors, customers, and self.  It remains confidential and/or anonymous so that participants will give full disclosure. The type of role may be identified, but if Human Resources or another organization is gathering the data it has to be kept confidential.

Usage/Purpose

The 360 ⁰ should be used for development or feedback.  If the 360 ⁰ is not used correctly and the feedback becomes public it could ruin people’s careers. A 360 ⁰ should not be used as a potential weapon by a person’s organization.  It is not part of the annual performance management process. A 360 ⁰ should be used for personal and professional development.

Best Practices
Used for development and not performance or any other punitive actions by the organization or company.
Be clear up front about the confidentiality and type of feedback that would be part of the 360 ⁰ process.
Create an “agreement” between all parties to ensure compliance and understanding. This provides the Coach to refer to the agreement if asked to share data from the 360 ⁰.

Ensure that if using an instrument rather than a 1to 1 process, the report results come to the Coach so they can review and give the feedback personally. Client will receive the report results at that time while receiving and processing the feedback.

Challenges
How do you sustain the actual implementation and actions?  It is one piece of the process and it is the only piece to be relied upon.

  • Understanding that a 360 ⁰ doesn’t always have to be a tool. It can be a set of conversations and questions between the coach and client; a process.
  • Ensuring that if a 360 ⁰ is kept confidential for the privacy of the person seeking development help through this process. Coach/Consultant needs to be very clear about this point to leadership, supervisors and Human Resources.

Panel Presentations
Mary-E.-KwiatkowskiMary Kwiatkowski, MA, CRC, ACC

Mary shared she uses a process used by Marshall Goldsmith and his company. She asks questions to the client in a conversation mode. She asks the client to answer the following:

  • What do I do really well?
  • What can I do better?
  • How can I take action?

Mary explained what the purposed of using a 360 ⁰ and how she uses it in her coaching.

First, you identify who you want to talk to and receive feedback on your client. You want to ask 10 to 12 people to respond to the questions. Mary shared she asks, “What are the top five strengths?” This inquiry is sent out by the client so it shows their interest in hearing from the person who is invited to respond.

Secondly you want to synthesize and analyze the client and you move on create to development goals that you and your client will focus on during the coaching period.
To ensure that you and your clients receive that best application; you (coach) should experience the assessment.

 

barbara_schwarckDr. Barbara Schwarck, PCC, CPCC, MPIA, CEO of Clear Intentions International (CII)

Barbara uses Neuro Emotional Coaching® that combines neuroscience with executive coaching. Barbara shared she was trained by a German company on her assessment instrument and then she has trained it in the United States ten years ago.

The assessment instrument is an online traditional 360. She has added other groups, internal and external customers. Barbara uses the instrument to help people learn about what is holding them back. We can change the competencies by separating the “doing skills” vs. the “being skills.” Barbara shared that we look at the expected or “what people are saying about me” – how others perceive me.

She can customize how to use the skill set for the client company. When the company engages their employees, it is helpful. Barbara shared she works on Talent Management and Team Performance with this assessment instrument.

When Barbara uses the instrument, she requires a debriefing session. The result and feedback are sent back to Barbara before it is shared with the client. She gives the client their report for their review. She steps out of the room so the client can have privacy reviewing the information. Then she returns to the room and review the results and sets up what needs to happen next. Barbara shared the external forces for the day the people take the assessment should be taken into account. Her job as a coach is to dig deeper to look at the four to five core competencies they want to work on. Sometimes people have trouble receiving feedback. Receiving feedback is an emotional experience and the coach needs to be supportive to the person receiving and feedback and information about how to use it.

Note: In another article, Dr. Barbara Schwark shares an article she wrote about the background of her 360 ⁰ Assessment Instrument.

 

Dr. Ann ann_gatty is the creator of The Business Sphere of Excellence™

Dr. Ann Gatty is the creator of The Business Sphere of Excellence®.  Ann uses the Leadership Practices Inventory (LPI) created by Kouzes-Posner. The instrument measures five practices (model, inspire, challenge, enable, and encourage) using thirty behavioral statements.

Ann uses the LPI to set up an environment for self-improvement. She found in her research that 70% of your employees are disengaged at work. When using the LPI, the competencies of the individual can be measured and can be monitored for improvement over time.  When companies perform employee assessments, this instrument should be used in conjunction.  With this instrument, the individual completes a self-assessment of the five practices.  In addition, 3-5 other co-workers complete the assessment about the individual.  From this information a feedback report is created, graphing a comparison of the findings.  The report is anonymous and shows the perception about the individual (self) and what the others perceive.

When Ann uses the LPI, she communicates to client how she will use the data. The feedback data provides a launching point for the professional goals to be identified. As to how much time is necessary to analyze the feedback data, she recommended that it is a benchmark instrument and the coach and client refer to data and monitor changes over time. The instrument is not expensive. You can buy it from Wiley. It is online.

Before the next panelist, Anne Papinchak shared her thoughts about 360 assessments. She shared “when you are coaching the client, you are the coaching the manager. Also clients often question the validity and reliability of the instrument. So be prepared to show them the research.

 

Joanne S. joanne_martin, ACC, Principal of East Vision Partners

Joanne is recently certified to administer the Hay Group ESCI 360. In addition to explaining this instrument, Joanne shared her experience as a subject of an ESCI 360 to underscore the importance of creating a supported developmental context to create positive sustained change.
The Emotional and Social Competency 360 has roots back to an article by David McClelland in 1973 that competence rather than intelligence has profound application in organizations. Richard Boyatzis of Case Western Reserve University, and Dan Golman who published the seminal book Emotional Intelligence, both contributed extensive research to develop the ESCI 360. The central premise to this instrument is that self-awareness is the heart of emotional intelligence and drives all our abilities and competencies. It is essential for people to understand their own emotions and their effects on performance.

The ESCI 360 measures 12 competencies in four areas of ability:
1.  Self-Awareness
2.  Self-management
3.  Social awareness
4.  Relationship management

To ensure this instrument is appropriately used for extensive assessment and development, a practitioner must be certified to administer this ESCI 360. Also the Hay Group provides on-going research, support resources, and encourages the use of a comprehensive coaching framework.

To Panel Presenters and ICF-Pittsburgh Members, please share your comments and experience with handling 360 degree assessment instruments as an external coach to an organization and/or when  coaching individual private clients.

Photo by Grant Wickes

Assessments – 360 Degree Employee Evaluation

by Dr. Barbara Schwarck

I remember the first time I was asked to participate in an employee development assessment tool that involved feedback from other people.  Even as I became immediately invested and interested in what those with whom I worked would have to say, I was equally nervous.  I found it relatively easy to begin the process by assessing myself on the criterion presented. But, when I found myself having to turn to my peers, supervisees and supervisors, and internal and external customers for generalized in-depth feedback and hoping that their evaluations of me would match my own self-observations, I have to admit, I was slightly intimidated. I shouldn’t have been.  What I learned from self-assessing, as well as receiving and giving feedback, proved to be invaluable to me.

From my own experiences, I was able to extrapolate and determine not only the strengths and importance of 360 degree assessments, but also the drawbacks.  I am now able to apply those lessons to my clients, both individual and corporate.  The result has been positive across the board.

Now, I embrace the opportunity to be involved in a 360 degree situation and, as you might imagine, find it as a highly beneficial coaching and training tool.  But, there is a proviso: 360 multi-person feedback is only as good as the tool, organization or individual who puts it in place, implements it and follows through.  Without a skilled 360 degree debriefer and strong champion of the process, things can go terribly awry.  Only someone with the experience to properly explain the process and provide the feedback constructively, not painfully, should lead the way.

“The unexamined life is not worth living.” Socrates

What is A 360 Degree Evaluation?
Forbes Magazine gives a clear and concise explanation of the process:
“Your boss, your direct reports, your peers, and your customers give you anonymous feedback on what are your strengths and weaknesses (or ‘developmental needs’ or ‘opportunities’). Therefore, you get feedback from everyone around you who knows you well — hence, you’re hearing it from 360 degrees around you.”
If you read this explanation carefully one thing should jump out at you: the 360 degree process is NOT intended to be a tool for criticizing or finding fault. It IS intended to be a tool that will help employees grow and develop. Good quality 360 degree programs, such as the very special one Bill Weil and I have developed at Clear Intentions International® (CII), opens the door for deeper reflection and interaction.  It lets every employee know that he or she is being heard. It provides a chance for positive energy and contact. And, as we all know, the more positive energy an employee feels, the happier and thus more productive that employee will be.
When administered thoughtfully, a 360 program allows team members to improve in key areas that might be limiting their upward career path or actually causing conflict. Administered poorly, 360 programs may create mistrust, anger, conflict and can leave a team with lower morale than before the exercise was implemented.
The importance of conducting the assessment in a productive and meaningful way cannot be overstated.  In a recent study, it was concluded that about 63% of employers utilize 360 degree feedback methodology.  The most popular use of the feedback model is for career development, with 70% of companies using it toward that end. And 47% of companies use the tool for performance management.  David Bracken PhD, author of The Handbook of Multisource Feedback, reflects that the study provides “compelling evidence of ongoing efforts by organizations to improve important components of 360 degree feedback processes in supporting leadership development and personnel decision making.”  Further, Dale S. Rose, PhD, president and co-founder of 3D Group which conducted the study, stated that “one of the most encouraging findings was that while some companies see coaching about the feedback results as an option that can be skipped, more than 70 percent of companies make executive coaching available as an important aspect of their 360 degree feedback process.”
Since my first involvement as a participant in 360 degree feedback, I’ve come a long way. I’ve learned when a 360 degree feedback program has practical applicability and when it is not worth doing, usually because the employer is not fully committed.  As a result of my tailored approach, I have provided leadership and direction to many large companies in their annual employee feedback sessions. In fact, I’ve personally completed over one hundred 360-degree assessments for employees at several Global 1000 companies. What I learned, among many other things, is that the typical 360 degree program lacks several fundamental components, without which companies do not gain the maximum advantages that are properly associated with using a sophisticated and in-depth evaluation tool. And, it goes without saying that any company with the willingness to invest the time and money in a comprehensive evaluation program deserves to get the most “bang for the buck.”
Upon recognizing that an improved tool and evaluation process was needed, I created my own, online, proprietary 360-degree questionnaire that uses feedback from the person being assessed, supervisor(s), direct reports, co-workers and customers (internal or external).  In addition to the actual performance being assessed, raters had an opportunity to create an ideal skill set for the position, give a self-evaluation and take a guess of what the feedback might look like.  My approach incorporates four steps missing in other programs.

  1. I have developed a check-list of fundamental skills, requirements, actions and attitudes associated with employment. Included are qualities such as “being a good listener,” “ability to coach employees,” “attention to detail,” ”technical skills.” The list is extensive. The person being evaluated as well as those doing the evaluation are asked to select and prioritize from this list the five most important criterion for the job being assessed.
  2. I provide the opportunity for the employee to chart the anticipated evaluation from his raters.  It’s clear that employees may view themselves as possessing certain character traits that others do not see. Often too, employees underestimate their strengths and abilities. It is useful for the employee to project how he believes others view him.
  3. I include one-on-one debriefing and coaching sessions that leave the participant feeling positive and reenergized. There is no point in conducting the evaluation unless feedback is given and coaching is made available to help the employee improve and even exceed expectations in the future.
  4. I have create a rating scale which takes into consideration how easy or difficult it may be to perform at a higher level.  Research shows that it is relatively easy to learn a new skill and perform at a 50% level but very difficult to improve performance from 95% to 100%.

The premier benefit of my executive coaching program comes from the one-on-one debriefing session with the employee and a skilled executive coach.  This phase focuses on having the employee understand the feedback, and openly and honestly reflect on that feedback in a confidential and supportive setting.  It is here that we create a plan for development of the employee.

I’ve learned that with my guidance and reassurance managers, supervisors and executives all have come to believe that the feedback sessions are extremely beneficial.  In many cases participation and follow-though in the 360 degree evaluation was the first time the employee experienced a real opportunity for work-related personal development.   Here, I’d like to share with you a few of my most important guidelines and threshold fundamentals when employing a 360 degreed feedback tool.

When Should A Company Use a 360 Degree Tool?
Use feedback for leadership selection. Feedback will give you insight into who is likely to make a good leader and who, then, should be put into a leadership training path.
Use feedback for employee development.  Each person who participates in 360 degree feedback will have a list of goals and objectives for the company year. In the following year, an opportunity will be given to evaluate whether those objectives have been met. This shows each person whether they have really grown and where there continues to be room for improvement.

How Can I Ensure that the Process Will Be Helpful, Not Hurtful?
Have the process run by a trained/certified executive coach such as myself who is unbiased and does not have preconceived notions about any person and cannot unwittingly project results.
The leader must make sure that all participants understand that whether they are receiving or giving feedback, they are not to personalize, but objectify their experience.
Don’t make 360 degree feedback the only means of communication. Don’t leave evaluation to this once-a-year process, but train supervisors and others to provide and share constructively throughout the year. (This has become a very successful action item in my one-on-one debriefing sessions.)
Make sure you understand the culture in which the feedback session is taking place.
Share both negative and positive results with each participant. Everyone has some weaknesses. Emphasize the strengths and use the weaknesses as areas for growth and improvement. Do not use them for punishment, diminishing another or making anyone feel bad.
Be sure that the final step in the process is one-on-one positive feedback, which is individually focused and creates a game plan for the future.

How Should Participants Choose Who Should Evaluate Them?
Employees must be told to choose people objectively. I know one manager who, first faced with a 360 degree evaluation, chose to give the feedback forms to people with whom he knew he had business problems because he wanted the feedback to be balanced and fair.  He was hurt badly by this when everyone else was playing the game by giving their forms to only “sure things.” The process doesn’t work if participants give the forms just to people who already like them and won’t be constructive. This balancing act must be worked into the system.
Using my propriety program, each employee will list the colleagues, supervisors, subordinates, and clients (internal and/or external) from whom they wish to gather feedback.  They will have to list a minimum of three representatives from each category with the exception of the supervisor.  In all categories people can write in comments in the comments section.

How Should Feedback be Delivered?
In the early stages of feedback, the ones that precede my personalized one-on-one debriefing and executive coaching session, there are a few principles that will help:
Make sure the participants understand that no one is perfect and that no one is expected to be without fault. Emphasize positives. Use negatives as jumping off points for change and improvement.
Be prepared for sensitivity and defensiveness.  No one wants to hear their faults. Let the participants vent and explain their point of view on every criterion, particularly the negative ones. Give them a chance to explain why they may have rated themselves highly on, for example, ability to communicate, when others rated them low. Use the discrepancies as an opportunity for insight.
The feedback should be delivered by an outside expert without a stake in the outcome.

What Happens in CII’s Feedback Sessions?
In this phase, CII will perform one-on-one debriefing sessions.  The purpose of the debriefing session is to empower the feedback receivers about the results of their 360.  Most people are not comfortable with receiving feedback. Without debriefing, feedback can have a negative effect on people’s morale and performance.  Debriefing sessions are a wonderful opportunity to create a positive experience with having received significant feedback.  They open the door for deeper reflection.  With the assistance of an unbiased external executive coach, the recipient is able to develop action steps that deepen the learning and forward the action, which ultimately leads to increased satisfaction and performance.  We do not recommend, nor do we offer, 360s without accompanying debriefing sessions.

Is a 360 Degree Program Right for My Company?
The best way to find out is to give me a call and set up a free consultation.  Plan to tell me about your company, its strengths as well as where some improvement may be needed.  Let me know why you are considering entering into 360 degree feedback – programs now offered by nearly every Fortune 1000 Company. I’ll talk to you honestly about whether embarking on this journey of self-discovery and growth is right for you.

barbara_schwarckCertified Executive Coach and CEO of Clear Intentions International, Dr. Barbara Schwarck coaches CEOs, leaders, and professionals to have profound breakthroughs around performance, personal satisfaction and change.  She is the creator of Neuro Emotional Coaching©® a cutting edge coaching tool rooted in neuroscience, emotional intelligence and its implication for leadership. She is also the author of From Intuition to Entrepreneurship: A Women’s Guide to Following Her Dream.  If you are an executive or thought leader who is ready for a breakthrough, go to www.clearintentions.net.

Ensuring Understanding

By Rhonda Coast

When communicating, it’s the responsibility of the listener to make sure that he or she understands completely.  Communication moves both ways.  Here are some active listening and speaking rules for the listener.

You have the right to understand.  Let a speaker know when you do not understand.
Check to make sure that what you understood is correct.
You can politely interrupt a conversation when you have stopped understanding.  Stopping others in the middle of conversations is normal and expected in order to make your understanding clear.  Here are some polite phrases you can use:

“Excuse me.  I did not understand what you said.”
“Can you repeat that?”
”What does that mean?”
“I do not understand.”
“Can you explain it to me another way?”
“Am I explaining myself clearly?”
“Did I answer your question?”

Confirm understanding:

Ask the other person to restate what they think you said
Restate what you believe the other person said in new words and summarize it:
You seem to be saying that…
If I hear you correctly, you’re saying…
If I’m following you, you’re telling me that…
Correct me if I’m wrong, but you’re thinking that…
Let me see if I understand what you have been saying.  You said…
In other words, your aim is to…
As I understand, you’re trying to…
From what you’ve said, it seems that…
sure I understand.  You said that…
Let me make

 

Repeat facts such as times, dates and names as a question to confirm if they are correct or not:  “10:00 a.m., right?”  “Nov. 15?”  “John Smith?”

Make a more specific statement.  For example:
Other person:  I think this is a lousy report.
You:  You mean the content is unclear?
Other person:  No, the paper quality is poor and the print is too light.
Give an example to fit the other person’s statement.
Other person:  This presentation is hard to follow.

Photo by Wiertz Sébastien

Conscious Couples

Bill Weil gave this well-received talk to the Pittsburgh Coaches Association.

eigoWe experience ourselves, others and the world via communication. Yet most of us are far less conscious of what is coloring our perceptions in communication, and how what we say is interpreted. Transforming communication is the essence of what makes our personal and business relationships succeed. In realizing the full extent of this, we are inspired to continually improve such that our own relationships blossom, and we are empowered to coach others to be better communicators. This talk will help you:

  • Own what you bring to communication
  • Elevate your consciousness of your own communication and that of others
  • Be in a better position to coach people on how their communication impacts others
  • Open the door wider to enhancing all of your relationships

(also available on iTunes in Bill’s podcast, “Conscious Couples”)

 

bill_weilWilliam Weil is an internationally recognized professional teacher, writer and relationship coach. In his writings and seminars he offers practical wisdom for self-discovery and transformation via interpersonal relationships. Bill is the author of New Earth Relationships: A Guide for Couples in the 21st Century, and he created LovePong.com, an interactive app supporting couples in elevating their consciousness and communicating more powerfully.