Month: March 2025

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365 Coaching Tips: 61, 62 and 63

March 2nd Coaching Tip: REST.

REST. I learned that acronym from a four-star general who spoke to leaders at Caterpillar over 15 years ago. And here we are 15 years later, and I can easily recall the essence of his message: take time to Read relevant and timely information, ensure you get your Exercise (150 minutes/week), get enough Sleep (7-8 hours), and Take Time To Think.

This general reinforced that the easy decisions are already made at an individual level or a lower level. The decisions that get to you as a high level leader or business owner are more difficult, and it’s imperative that you have time to think clearly about important decisions and all the potential and unintended consequences. REST, because it matters to your results, personally and professionally.

March 3rd Coaching Tip: Draft.

Today was my third coaching conversation with a future leader, and he has big plans for the current team, the current leader’s succession plan, and the growth that makes him giddy with excitement. He had been talking alot about it, quickly, and excitedly, but he wasn’t clearly articulating it. In our 2nd conversation, his homework was to draft/sketch what was in his head and put it on “paper”.

I was so proud of him today; prior to our meeting time, he emailed me his draft plan, and it was simple with just 4 pages. He had already used it the draft with the local management team, he has talked to his current leader, and now ready to share the draft with him/current leader. As we both spent 70 minutes really digging in to it today, we further improved it, added a few more details. He also agreed to keep it as an updated version with a date, so that he can keep track of the progress, plans, and be able to share the history with anyone who may join the team. Draft it up, it will help bring clarity to you … and others.

March 4th Coaching Tip: Time is Money.

Got up early today, drove to Coral Gables, FL to meet a colleague so that we could coach a number of leaders and advisors. We were there, on time, and ready to roll. The support women had sent out the emails and reminders, and ordered a lovely lunch. However, the office manager/leaders had NOT done the appropriate prep, didn’t have enough appointments set up for us, thus, it was an average day of efficiency. Actually, it was below average. For an upcoming two-day trip to New York City with this same group, you bet that I will be ensuring the schedule BEFORE we leave, so that others understand how valuable my time is. My schedule should be filled with high priority clients who want coaching and improvement.

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365 Coaching Tips: Here’s 58, 59 and 60

February 27th Coaching Tip: Do Due Diligence.

Met a leader today who has the opportunity to buy a business. As I asked him questions, he indicated that it’s a smaller business, about 1.5 hours away, the one employee isn’t very happy and feels overworked, the current owner is ready to check out, etc. Then we pivoted to the true details: what is he buying? what is in the business? what can he eliminate with minimum effort? how old are the assets and clients? how much potential is in the current business? what can he grow quickly to produce a higher gross margin? does he have other team members that can take care of this small business, so that the leader can be free to deal with bigger clients and deals? By the end of the conversation, he had a gameplan to drive to visit this small business owner in 3 days and start digging into what he is buying. When you’re buying a business, many larger companies take at least 100 days to complete the due diligence, and that’s after signing an LOI (letter of intent). Make sure that you do your due diligence.

February 28th Coaching Tip: Need Ya!

Coached a leader today with a highly talented team of 20 people. This leader had alot going on, alot! For example, his wife was on the west coast with her mom because of her mother’s transition to hospice. The leader was now taking care of three kids, and he needed to travel to Florida. Then, his middle child was admitted in to the ER, so he had to ask his 14 year old son to take care of their youngest child over night and also get them both to school on a Friday. I was proud of him, as we figured out a way to get him more help over the next three weeks. He called his mother, and said, “Mom, I need ya!” He then made a plan to talk to key members of his team and his executive assistant to also tell them, “I need ya.” It will be 2-3 weeks of asking others to help, and they will step up. Don’t be afraid to say Need Ya when you truly have alot going on and need help.

March 1st Coaching Tip: Help Out!

Just the opposite of the post above (Need Ya) is the offer to quickly help out. By asking some simple questions or reading an invite/email/text, you can really figure out how to help out quickly. Today we are having a block party, and my neighbors are helping arrange it. While on my walk today, they asked me if we are going; I said yes. Then I came back to our house, re-read the block party invite, and noticed that they were requesting neighbors to bring paper plates, napkins, and silverware an hour early. This made it simple for me: open up the cabinets, see what I have that is still packaged up, and I will now bring napkins, paper plates and some plasticware. A popular quote is, “look for the helpers, look who is helping.” Don’t overcomplicate things; ask a question or read something real quick, and you can figure out how to Help Out.