Beyond the Technical: Coaching Tools for Actuaries

05/10/2015 Beyond the Technical: Coaching Tools for Actuaries Simon Warsop Beyond the Technical Coaching Tools for Actuaries Simon Warsop 1 05/10...
Author: Ross Ellis
3 downloads 0 Views 929KB Size
05/10/2015

Beyond the Technical: Coaching Tools for Actuaries Simon Warsop

Beyond the Technical Coaching Tools for Actuaries Simon Warsop

1

05/10/2015

palette for PowerPoint yations colour palette

Dark blue R17 G52 B88

Gold R217 G171 B22

Mid blue R64 G150 B184

Light grey R220 G221 B217

ary colour palette

Coaching Model

The Conversation

Dark grey R63 G69 B72

Pea green R121 G163 B42

Forest green R0 G132 B82

Bottle green R17 G179 B162

Cyan R0 G156 B200

Light blue R124 G179 B225

Exploring Strengths

Violet R128 G118 B207

Purple R143 G70 B147

Fuscia R233 G69 B140

Red R200 G30 B69

Orange R238 G116 29

3

palette for PowerPoint yations colour palette

Dark blue R17 G52 B88

Gold R217 G171 B22

Mid blue R64 G150 B184

Light grey R220 G221 B217

ary colour palette

Dark grey R63 G69 B72

Pea green R121 G163 B42

Facilitation Styles – John Heron Authoritative Interventions

Prescriptive

Give advice, direction

Informative

Give information, instruction

Confronting

Challenge behaviour, attitude

Forest green R0 G132 B82

Bottle green R17 G179 B162

Cyan R0 G156 B200

Light blue R124 G179 B225

Violet R128 G118 B207

Facilitative Interventions

Cathartic

Help understand, express, overcome emotions

Catalytic

Help reflect, discover, learn

Purple R143 G70 B147

Fuscia R233 G69 B140

Supportive

Build confidence, praising

Red R200 G30 B69

Orange R238 G116 29

4

2

05/10/2015

palette for PowerPoint yations colour palette

Dark blue R17 G52 B88

Ice Breaker

Gold R217 G171 B22

Mid blue R64 G150 B184

Light grey R220 G221 B217

ary colour palette

Dark grey R63 G69 B72

Discuss with your neighbour how to intervene when: 1. A colleague says they are afraid to present at a meeting 2. A stranger asks you the time

Pea green R121 G163 B42

3. Your friend tells you they have lost their job

Forest green R0 G132 B82

4. Your child runs into a busy road

Bottle green R17 G179 B162

5. A team member asks how to get a promotion

Cyan R0 G156 B200

6. A colleague will not appoint an applicant based on their ethnicity

Light blue R124 G179 B225

Violet R128 G118 B207

Supportive

Purple R143 G70 B147

Fuscia R233 G69 B140

Red R200 G30 B69

Orange R238 G116 29

5

palette for PowerPoint yations colour palette

Dark blue R17 G52 B88

Gold R217 G171 B22

Mid blue R64 G150 B184

Light grey R220 G221 B217

ary colour palette

Coaching Model

The Conversation

Dark grey R63 G69 B72

Pea green R121 G163 B42

Forest green R0 G132 B82

Bottle green R17 G179 B162

Cyan R0 G156 B200

Light blue R124 G179 B225

Violet R128 G118 B207

Exploring Strengths

Purple R143 G70 B147

Fuscia R233 G69 B140

Red R200 G30 B69

Orange R238 G116 29

6

3

05/10/2015

palette for PowerPoint yations colour palette

Dark blue R17 G52 B88

“Standard” Coaching Model – I GROW

Gold R217 G171 B22

Mid blue R64 G150 B184

Light grey R220 G221 B217

Issue

What is the issue? Catalyst or cathartic?

ary colour palette

Dark grey R63 G69 B72

Goal

What goal do you want to achieve? Why? Care: You might get your wish!

Reality

What is the reality today? Why does this reality exist?

Options

What could move you toward your goal? What else?

Wrap up

What will you actually do? Make this SMART!

Pea green R121 G163 B42

Forest green R0 G132 B82

Bottle green R17 G179 B162

Cyan R0 G156 B200

Light blue R124 G179 B225

Violet R128 G118 B207

Purple R143 G70 B147

Fuscia R233 G69 B140

Red R200 G30 B69

Orange R238 G116 29

7

palette for PowerPoint yations colour palette

Dark blue R17 G52 B88

SMART

Gold R217 G171 B22

Mid blue R64 G150 B184

Light grey R220 G221 B217

When agreeing actions, objectives or goals: Make them SMART

ary colour palette

Dark grey R63 G69 B72

• Specific

• Specific

• Measurable

• Measurable

• Achievable

• Aligned

Cyan R0 G156 B200

• Relevant

• Realistic

Light blue R124 G179 B225

• Timed

• Timed

Pea green R121 G163 B42

Forest green R0 G132 B82

Bottle green R17 G179 B162

Violet R128 G118 B207

Purple R143 G70 B147

Fuscia R233 G69 B140

Red R200 G30 B69

Orange R238 G116 29

8

4

05/10/2015

palette for PowerPoint yations colour palette

Dark blue R17 G52 B88

Gold R217 G171 B22

Mid blue R64 G150 B184

Coaching Model

Light grey R220 G221 B217

ary colour palette

The Conversation

Dark grey R63 G69 B72

Pea green R121 G163 B42

Forest green R0 G132 B82

Bottle green R17 G179 B162

Cyan R0 G156 B200

Light blue R124 G179 B225

Exploring Strengths

Violet R128 G118 B207

Purple R143 G70 B147

Fuscia R233 G69 B140

Red R200 G30 B69

Orange R238 G116 29

9

palette for PowerPoint yations colour palette

Dark blue R17 G52 B88

Choosing your victim(!)

Gold R217 G171 B22

Mid blue R64 G150 B184

Light grey R220 G221 B217

ary colour palette

Will Benefit

Dark grey R63 G69 B72

Pea green R121 G163 B42

Forest green R0 G132 B82

Bottle green R17 G179 B162

Cyan R0 G156 B200

Won’t Benefit

Light blue R124 G179 B225

Violet R128 G118 B207

Purple R143 G70 B147

Fuscia R233 G69 B140

Red R200 G30 B69

Orange R238 G116 29

You can’t

You can

Colleague An angry Poor Your Your Someone Stranger FriendsYourself! whoin asks performerkids spouse you dislike acolleague pub 10

5

05/10/2015

palette for PowerPoint yations colour palette

Dark blue R17 G52 B88

Extremely Open Questions

Gold R217 G171 B22

• Closed

Are you well?

Light grey R220 G221 B217

• Open

How are you?

ary colour palette

• Extremely open What’s going on?

Mid blue R64 G150 B184

Dark grey R63 G69 B72

Pea green R121 G163 B42

Forest green R0 G132 B82

Bottle green R17 G179 B162

Cyan R0 G156 B200

Light blue R124 G179 B225

Violet R128 G118 B207

Purple R143 G70 B147

Fuscia R233 G69 B140

• Closed

Did that meeting make you feel frustrated?

• Open

How did you feel following that meeting?

• Extremely open How is all this stuff making you feel? • Closed

Do you want chicken for tea?

• Open

What do you fancy for tea?

• Extremely open What cross roads are you at?

Red R200 G30 B69

Orange R238 G116 29

palette for PowerPoint yations colour palette

Dark blue R17 G52 B88

11

Feedback – SBI

Gold R217 G171 B22

Mid blue R64 G150 B184

Light grey R220 G221 B217

ary colour palette

Situation When we were in the meeting with Bill on Tuesday…

Dark grey R63 G69 B72

Pea green R121 G163 B42

Forest green R0 G132 B82

Bottle green R17 G179 B162

Cyan R0 G156 B200

Light blue R124 G179 B225

Violet R128 G118 B207

Behaviour …you said “Bill, your idea is ridiculous!”…

Impact …and that made me feel uncomfortable.

Purple R143 G70 B147

Fuscia R233 G69 B140

Red R200 G30 B69

Orange R238 G116 29

12

6

05/10/2015

palette for PowerPoint yations colour palette

Dark blue R17 G52 B88

Gold R217 G171 B22

Mid blue R64 G150 B184

Light grey R220 G221 B217

ary colour palette

Coaching Model

The Conversation

Dark grey R63 G69 B72

Pea green R121 G163 B42

Forest green R0 G132 B82

Bottle green R17 G179 B162

Cyan R0 G156 B200

Light blue R124 G179 B225

Exploring Strengths

Violet R128 G118 B207

Purple R143 G70 B147

Fuscia R233 G69 B140

Red R200 G30 B69

Orange R238 G116 29

palette for PowerPoint yations colour palette

Dark blue R17 G52 B88

13

Core Qualities – Daniel Ofman

Gold R217 G171 B22

Mid blue R64 G150 B184

Light grey R220 G221 B217

ary colour palette

Core Quality

Overplayed

Outgoing

Pitfall Overbearing

Dark grey R63 G69 B72

Pea green R121 G163 B42

Forest green R0 G132 B82

Bottle green R17 G179 B162

Positive Opposite

Positive Opposite

Cyan R0 G156 B200

Light blue R124 G179 B225

Violet R128 G118 B207

Allergy

Purple R143 G70 B147

Withdrawn

Fuscia R233 G69 B140

Overplayed

Challenge Quality Listening

Red R200 G30 B69

Orange R238 G116 29

14

7

05/10/2015

palette for PowerPoint yations colour palette

Dark blue R17 G52 B88

Core Qualities 2

Gold R217 G171 B22

Mid blue R64 G150 B184

Light grey R220 G221 B217

ary colour palette

Core Quality

Overplayed

Organised

Pitfall Control freak

Dark grey R63 G69 B72

Pea green R121 G163 B42

Forest green R0 G132 B82

Bottle green R17 G179 B162

Positive Opposite

Positive Opposite

Cyan R0 G156 B200

Light blue R124 G179 B225

Violet R128 G118 B207

Allergy

Purple R143 G70 B147

Woolly

Overplayed

Challenge Quality Flexible

Fuscia R233 G69 B140

Red R200 G30 B69

Orange R238 G116 29

palette for PowerPoint yations colour palette

Dark blue R17 G52 B88

15

Core Qualities – Now you try

Gold R217 G171 B22

Mid blue R64 G150 B184

Light grey R220 G221 B217

Core Quality

Overplayed

Pitfall

ary colour palette

Dark grey R63 G69 B72

Pea green R121 G163 B42

Forest green R0 G132 B82

Bottle green R17 G179 B162

Positive Opposite

Positive Opposite

Cyan R0 G156 B200

Light blue R124 G179 B225

Violet R128 G118 B207

Purple R143 G70 B147

Allergy

Overplayed

Challenge Quality

Fuscia R233 G69 B140

Red R200 G30 B69

Orange R238 G116 29

16

8

05/10/2015

palette for PowerPoint yations colour palette

Dark blue R17 G52 B88

Gold R217 G171 B22

Issue Goal Reality Options Wrap up

Mid blue R64 G150 B184

Light grey R220 G221 B217

ary colour palette

Dark grey R63 G69 B72

Situation Behaviour Impact

Open

Pea green R121 G163 B42

Forest green R0 G132 B82

Bottle green R17 G179 B162

Cyan R0 G156 B200

Light blue R124 G179 B225

Violet R128 G118 B207

Purple R143 G70 B147

Fuscia R233 G69 B140

Red R200 G30 B69

Orange R238 G116 29

17

palette for PowerPoint yations colour palette

Dark blue R17 G52 B88

Final Word

Gold R217 G171 B22

Mid blue R64 G150 B184

Light grey R220 G221 B217

ary colour palette

Tools and models are useful but… ...the most important thing is…

Dark grey R63 G69 B72

Pea green R121 G163 B42

Forest green R0 G132 B82

Bottle green R17 G179 B162

Cyan R0 G156 B200

Light blue R124 G179 B225

Violet R128 G118 B207

Purple R143 G70 B147

Fuscia R233 G69 B140

Red R200 G30 B69

Orange R238 G116 29

18

9

05/10/2015

palette for PowerPoint yations colour palette

Dark blue R17 G52 B88

Gold R217 G171 B22

Mid blue R64 G150 B184

Light grey R220 G221 B217

Questions

Comments

ary colour palette

Dark grey R63 G69 B72

Pea green R121 G163 B42

Forest green R0 G132 B82

Bottle green R17 G179 B162

Cyan R0 G156 B200

Light blue R124 G179 B225

Violet R128 G118 B207

Purple R143 G70 B147

The views expressed in this [publication/presentation] are those of invited contributors and not necessarily those of the IFoA. The IFoA do not endorse any of the views stated, nor any claims or representations made in this [publication/presentation] and accept no responsibility or liability to any person for loss or damage suffered as a consequence of their placing reliance upon any view, claim or representation made in this [publication/presentation]. The information and expressions of opinion contained in this publication are not intended to be a comprehensive study, nor to provide actuarial advice or advice of any nature and should not be treated as a substitute for specific advice concerning individual situations. On no account may any part of this [publication/presentation] be reproduced without the written permission of the IFoA [or authors, in the case of non-IFoA research].

Fuscia R233 G69 B140

Red R200 G30 B69

Orange R238 G116 29

19

10