Suggested Learning Projects:
Î Observational Coaching: Ask your coaching target to observe their peers as they interact with clients in the coming week. What does the individual notice as signs that their peers have a relationship with their clients? How do their peers’ interactions differ from the ones that the individual has with their own clients? Î Peer-to-Peer Coaching: Assign your coaching target to meet with a new peer each week to discuss how their peers put energy into building relationships with their clients. What benefits do they find come through as a result of their efforts to balance the relationships with their clients with meeting their expectations for the transaction itself? What takeaways from their peer conversations can the individual put into practice in their own relationship-building with their clients? Discuss the answers to these questions at your next coaching session.
Supplemental Coaching Strategies:
Î Non-Verbal Coaching: As the individual you are coaching begins to find balance between building relationships with their clients and executing the transaction, leave a handwritten note at their workstation sharing with them that you have observed their efforts. Be specific in sharing with them the actions that they have taken to find that balance and the tangible positive outcomes as a result of their efforts. Let them know that their efforts are appreciated by you and how they are beneficial for the individual as they interact with their clients.
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