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Transcript of Training Call 
(from which transcript was crafted)
Susan: Welcome to you all! This is Class #2712; today we’re going to talk about Proficiency #12, which is enters new territories. I’m curious why some of you signed up for this class – is there anything about this proficiency that intrigues you? Why are you on the call today? Anne: The main reason I’m interested in this is that I’m working with a client on one thing, and then I look for other areas to work on and this is a good way to introduce them. Kim: I’ve got a client who’s done it all, and I’m looking for some help to show him where to go. Susan: And what did he come to you in the first place? Kim: He’s transitioning from his job to doing nothing. Susan: Okay, very good. Kim: It’s also more of a way to balance, I guess – more skills instead of just jumping in. Susan: And what do you mean by that? Kim: Maybe pushing a bit of the boundaries to look at things in new ways. Susan: Yes, and that’s one of the key points. This proficiency is actually fairly straightforward – let me just read the orienting point for the tape and transcription. It’s a key part of our job to enter new territories with our clients, beyond what they would’ve asked for on their own. The trick to this proficiency – we’re only going to touch on this during the call, but the trick is to know the many types of new territories available to introduce to your client. You’re going to end up taking them someplace different – it’s important we keep educating ourselves so we have a broader skill kit to draw from. This proficiency may almost seem overly simple, but it’s one you’ll want to spend some time with. It used to be just asking question, but now clients are looking to us to bring them places. What do you mean by enters new territories? What do you think that means? XXX: When I’m listening to a client, I may hear something deeper in their communication that they’re not recognizing and/or coming up with totally new approaches or skills or techniques to utilize with them. Susan: Great; I would agree with that. \XXX: It’s just going some places the client needs to be going. Susan: Yes, there are almost different types of territories – Thomas describes them as states – emotional states and so on – and new abilities – people want to become experts at what they’re doing so you can help them increase their abilities. XXX: A point of clarification – with some of the other proficiencies, like inklings and so on, it’s almost like enters new territories. Is it necessary for us to have some base of knowledge of the territory we’re entering into with them? Susan: I think we’re implying that we’ll have knowledge about where you’re taking clients – you don’t have to be masterful. That is the distinction on the proficiency. Some coaches do this very naturally and all the time, but the trick is to start immersing yourself into the new territories that you’re unfamiliar with, and start picking the ones that interest you and start offering them to your clients. Really, it’s almost a lifetime play on this one; you’re going to want to be constantly expanding the territories you enter. This is definitely a knowledge-based one. What is the value to the client to have this proficiency? Why do you think this is a proficiency? Kurt: Einstein talked about the fact that you can’t solve your problems form the level of awareness in which they were created, so this really raises the client’s level of awareness. Susan: Yes, I would say that clients need you to help them enter new territories. Who else? XXX: I think this proficiency is the lifeblood of long-term client relationships; you can’t coach somebody for a year or two or 3 and not talk about new territories. Susan: Yes, if you have a client turnover problem, you’ll want to work on this one. Richard Reardon has had clients for 20 years, and when I asked them how he does this, he said it’s that he plants seeds for the next step, and there’s always a new place to take his clients. What else? Michael: I think it’s a proficiency because it’s obvious to some, but not to others. I’m a new coach, and these are all new to me! Susan: And you may have been coaching your whole life; the greater the depth of the territories, the more you can teach the client. Also, if the client – coaching can get fairly boring and predictable, if you will, and life can get in the way. BY introducing a new territory, you can really crank up the coaching. It’s also a terrific way to add value. You can provide value for them that they never saw on their own. It used to be that coaches just followed the clients, and now we’re saying that relationship is much more collaborative. Let’s talk about some of the new territories we’re talking about. You should’ve gotten the handouts, so let’s look at the one where ‘modus operandi’ is at the top. Debbie: Which training tool are you referring to? Susan: It’s a handout called ’12 new territories worth entering.' (short pause to sort out slight confusion over lists) XXX: Could you give us a definition of ‘magnitude or legacy’? Susan: Sure; the client Anne was first mentioning who’d retired, this is where I’d probably take this client. They’ve accomplished a lot, but you can bring up the topic of them creating a legacy they can leave behind. If you look at – I actually put 2 more handouts up on the website last night (1) the 12 primary sources of energy and (2) the 12 phases of personal development. You’ll want to go back to the website and take a look at these. XXX: In working with legacy, I’ve found that defining what success means to them and what would truly make them feel successful and a state they would want to have achieved by their lifetime really re-orients them around what they want to do with their life and often takes them from a materialistic-oriented view of success to one that’s much more aligned with relationships. Susan: Yes, that’s a completely new orientation for many clients. I hadn’t thought about using it with people at that stage of their life – that’s great. If you have a client who’s struggling and not going anywhere, what are some different ways you introduce new territories? Kurt: I just ask for permission. Susan: And what does that look like? Kurt: Usually, we agree that it’s not going anywhere and I ask how they’d like to go to a new territory. Susan: And how do they respond? Kurt: Swell! Susan: Yes, they’re often pretty excited. Who else? Sometimes clients will come to me with no specific goal in mind, so we’ll start right out with new territories, just to see where they’re at. Carol: Just as you were saying, you can use Clean Sweep or Personal Foundation or whatever, that’s entering new territories, as is suggesting books or articles they can read that you can discuss. Susan: Yes. I’ve asked clients before – when the path we’re headed on isn’t where we want to go – to take their next 6 months and focus on getting a new lifestyle. We’ll actually put the goal on hold, work on the lifestyle stuff, and then come back to the goal. XXX: This is something I’ve used with my own coach – one thing for me that was powerful was having me write out a list of goals and send it to him right away. Then after a couple of sessions, he had me throw out the list! What he did was suggest that I throw out my entire way of approaching the new goals and left me to think about that until the next session. It really got me going. Susan: Yes, if it would have been up to you, you would’ve just wanted to work on the list. XXX: Yes; I was so bogged down with the list that I wasn’t being successful at any one thing, and this really helped. Susan: Great. Okay, let’s do a role-play. I’ll be a typical client with a scenario, and then we’ll brainstorm some new territories – you can use the list or come up with your own. Where might you want to take this client? I’m having a pretty good week, but I’m a little bit off in a couple of areas. My energy level seems pretty good, but I notice I’m not getting my workouts in liked I hoped, but I’m trying not to let it get me down. I’m eating pretty good, my work’s going good, and I have some plans for the weekend that I haven’t done before so that’s good. I’d like to use our time today to talk about different strategies to get more of my workouts in during the week. Okay, I’ll stop my part of it there. What did you hear? Where would you take this client? Diane: When the client says that energy levels are good, it sounds like that was something that was just said – there was a lack of enthusiasm around that so I would go there and go deeper with that. I would then probably look at their sources of energy. Susan: Great; so how would you segue into the sources of energy? What would that look like? Diane: I have a tool available to me about the primary sources of energy- would you like to look at that? Susan: And what are sources of energy? Diane: I don’t know how to answer that. XXX: What I heard was somebody who was trying very hard but wasn’t celebrating the progress they’re making. Susan: Okay, so where would you take this client? XXX: I guess I would ask them whether what they’re doing is good enough for now. Susan: And what’s the new territory? XXX: Recognizing they’re doing the best they can and celebrating that. Susan: I wonder if that’s a territory? I see the coaching in that and I see the value to the client in that, but is that a whole new territory? I don’t think we’re thinking big enough, if you will. XXX: What would be bigger? Susan: Maybe if you would use that same approach, but bring it to the client’s entire life. This is just a snapshot of their life, and maybe you want to use it as a place to re-direct the coaching. Does that make sense? XXX: Yes, I guess. Susan: The only thing I keep hearing is that I don’t know if that would totally re-orient the coaching. I want to create a case for something to work on for the next 3 months. Does that make sense? XXX: Yes, I understand. Then, from there, I would spend a while acknowledging, creating, and encouraging - and then take it to the next level. Susan: And what’s the next level? XXX: I would have to know them better, but maybe drilling down to find out what’s preventing them from moving forward besides a lack of time. Susan: Okay, so I’m getting a sense that you want to go to a new state or feeling. XXX: Yes, but until you get rid of the sense of frustration, it’s hard to get there. Susan: Okay, good. Debbie: I was thinking about #1, but a couple questions to look at – it could be that the environment is not supported, or it could be the their lifestyle doesn’t support that goal – would that be correct? Susan: I would think that either one of those – a lot of coaches will just stay with where the client is at, and they’ll fish around there. This proficiency is actually about taking a client to a place that’s entirely new. Debbie: And it could also be how they’re prioritizing what they have to do. Susan: Yes; who has another territory? Mary Beth: My gut is saying to have a dialogue that’s asking where the motivation comes from, but I think there’s more of a guilt to do these things, rather than an internal motivation of wanting to be pulled forward to something. Would that work? Susan: Yes, I think that would be good. We’re not sure what’s motivating this client, and I think to go in that direction would be very valuable. Bart: The 2 that came up for me – I think this is sort of a provocative approach. I want to go deeper than they’ve ever really considered before, like a lifestyle change. I would try to approach you with something totally different and ask you about how your lifestyle influences your sources of energy. Susan: Yes, and there’s really no right or wrong answer. XXX: You said you were initially frustrated by not getting as much done as you wanted, but you understood that, then I also heard the whole thing around not getting in the level of fitness you want to get in. How would it feel if I said something like that, and then asked you to look at the whole issue of wants and motivation to get what you want? Susan: I think it would be good; I think you could just come right in and ask if they’re interested in the new topic. Michael: I thought about balancing versus juggling. I would ask if the client is juggling or if their life was pretty much in balance and if they were interested in looking at a program to see if they could get their life more in balance. Susan: Yes; I think they’re going to be interested in that. Okay, I’m curious – what’s a new territory you’d like to take one of your clients to? Mary Beth: I forgot the name of the person earlier who was talking about the coach taking away their goal list, but I’m thinking about taking that same approach with a client of mine. Susan: And eventually you could look at new states of being rather than just choosing a certain action item Mary Beth: I think you don’t necessarily rip the rug out from under them, but take away something from them for a while so they don’t feel like they have to accept that new territory. Susan: Yes, thank you for that. Diane: I’ve just been going through all of this with my client who’s retiring, and I think the main thing for him now is the personal development – specifically the evolution and transcendence stage. Susan: Very good. For me, I’m looking at the areas of knowledge for myself – I think that’s the next level of coaching, if you will, and to start mastering things rather than just learning them. Michael: I’m after environments in a big way! Susan: Yes. Well, we’re getting to the top of the hour. What are you going to take away? XXX: It was helpful for me just to listen to all of this – maybe my challenge would be to be more aware and focus in just one area or one territory. Susan: Very good; who else? XXX: I found it very interesting too; what you said about the mistake of introducing new territories too quick – it was good to hear that. Susan: Yes, it’s almost over-providing value. XXX: Some of the languaging was useful for me, and just being direct with discussing that – that was helpful for me. Anne: I think the thing I found most useful was what you were saying about jumping around as well as the whole around picking areas in which the client could actually move into. Susan: With that, we are out of time. Thanks for contributing and have a good day! copyright 2003 by schoolofcoaching.com. no duplication. |
