How to make Coaching Conversations easy using Topgrading Scorecards

Posted by Toby Jenkins

Updated on October 14th, 2019

Ever since I heard Brian Souza talk about his book, The Weekly Coaching Conversations, at the Atlanta Leadership Summit in May last year, I’ve been experimenting with ways to include it in Bluewire’s routine.

Core Concept

The core concept of the book is that as a manager or leader your primary focus switches from developing your own skills to achieve your results to developing your team’s skills to accomplish collective results. Brian shows how weekly coaching conversations can really help this process.

Putting Coaching Conversations Into Practice

This made sense to me, but putting it into practice – to call up each of our team and talk to them each week – seemed to lack purpose and focus. Would it just be a general chitchat?

I didn’t like the sound of that, wasting our team’s time was not high on my priority list. There was no desire to call up and say: “So how’s everything going?” I was stuck and to be honest didn’t quite know what to do. So after a few attempts at the phone calls and feeling a bit redundant, I let it slide into the Too Hard (But I Have To Remember To Revisit Sometime) Basket.

8 months later, in February this year, I stumbled upon a reason to call everyone each week – the “Outcomes” section of our Topgrading Scorecards.

[Side note: If you don’t know what a Topgrading Scorecard is, there’s an example here: How to create a Scorecard for Topgrading]

Once each of the team had committed to the Outcomes on their Scorecards, it became absolutely clear as to what each and every one of us had to accomplish each week, month, quarter and year. This made the weekly coaching conversation really easy.

The Coaching Conversation

I pick up the phone, open up the person’s Scorecard and go through the following:

Let’s go through your Outcomes and you tell me how you’re tracking against them. Number 1… Number 2…
Are there any bottlenecks?
Who can best help you?
Do you need to work from home for this?
Is there anything else to talk about?

The list of questions is really a response to what is happening at the other end of the phone line. If everything is on track, the call might take 5 mins. If there are issues to cover, it might take an hour.

The Results

It’s only early days (we’re up to week 4 of this routine) and the feedback so far is really positive:

• Everyone (including me) gets reminded of crucial initiatives like implementing Net Promoter Score across our events, Client Success Programs and Social Media Online. The important gets much more focus rather than just the urgent.
• We identify bottlenecks earlier.
• We can tweak and clarify priorities and refine the Scorecards as we go (particularly since it is our first attempt at the Scorecards).

I’ve locked in 3 hours each Tuesday afternoon to go through these as my #1 priority. If I had only 3 hours per week to work, these coaching conversations would be how I spend them.

BLUEWIRE MARKETING METHODOLOGY

PS. When you're ready, here are 5 ways help consultants & advisors grow:

1. Web Strategy Planning Template (PDF). Our flagship 1-page tool we co-created with David Meerman Scott. It’s been downloaded over 1 million times and featured on Forbes.

2. Read a free chapter from our book: Web Marketing That Works --- an Amazon #1 best seller.

3. Join my private invitation-only group on Facebook. Get to know us better and hang out with your peers.

4. Watch my pitch-free 17 min ‘LinkedIn Crash Course for Consultants’ and get 10 PDF Guides when you register.

5. Book a Digital Growth Session.  We can hop on a 15 minute call to explore how you can win high-value B2B clients!

• About the Author
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About Toby Jenkins

Toby Jenkins is co-author of Web Marketing That Works. He also released 33 free marketing templates, is CEO of Bluewire Media and co-hosts an iTunes podcast and has written for Fairfax Media, ProBlogger, Jeff Bullas and many other blogs. Toby is an Athens Olympian.

• The Olympic story I reluctantly shared - Nov 20, 2015
• Time Management and Productivity Hacks of Billionaires & Olympians [Podcast] - Nov 18, 2015

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