Category: Purposeful

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365 Coaching Tips: 43, 44 and 45

February 12th Coaching Tip: Heads Up.

When I worked at Caterpillar for over 25 years, we embraced the heads up mentally. Work proactively by thinking ahead, looking out for others, letting your teammates know what’s about to happen or may happen or anything coming around the corner that you can’t quite see, i.e. give them a heads up. Today, during a coaching conversation with a highly talented, top female performer, she was beyond frustrated with her leader’s lack of understanding in her explosive growth and also her being down a couple teammates, due to health reasons and an upcoming retirement. She was wanting him to respect that she was giving him a heads up on her needs for talent, so that she can continue to grow, while allowing her colleagues to tend to health needs and plan to retire.

After a lengthy coaching discussion with her, we landed on her putting together a timeline to clearly indicate what is currently happening (massive growth), about to happen(losing two teammates), what could happen (further growth w/out client service), how to support her(request getting the interviews for new talent started), and by when(beginning of 2nd quarter). She is also going to include how she is ready to coach and develop others on her team and spread the workload proactively, before either of the two depart. Heads up, they work.

February 13th Coaching Tip: Don’t Fall Behind.

Got a reminder today that I needed to submit some expenses for recent business travel. Utilizing a couple 30 minute slots throughout the day, I was proactive and leveraged those two windows of time to get all the expenses and receipts organized, and then at the end of the workday, I submitted the three expense books. In all, it took me about 2 hours to get five different trips submitted, however, I made the decision to do it all at once, because I was prioritizing my coaching work over the last month. The people came first, and I didn’t want to fall behind with them. Nor did I want to fall behind with submitting my expense books; I had given myself 30 days from the start of the first trip to get them submitted, and I did just that, i.e. flew out of town on Jan 14, and submitted the expense books on Feb. 13.

Prioritize what is most important to yourself and your clients, and don’t ever fall behind on submitting expenses or invoicing your clients for work completed or following up with clients who are past due. In my coaching work, I see many who fall behind, become frozen, and unable to catch up. Don’t let the piles stack up and overwhelm you. Don’t fall behind.

February 14th Coaching Tip: Love People.

Valentine’s Day reminds us to spread the love with your sweethearts and those you love. However, today I made the decision to spread the love even further, with the men who are working on a complete remodel in one of my homes. We had three plumbers, two carpenters, an architect, and a floor specialist working away, and I was grateful for their expertise. Thinking that I probably said, “Happy Valentine’s Day” up to five times, I also brought some fresh-made donuts, reminded them to love on their loved ones, and leave work a bit early today. Also asked each of them about themselves; I learned so much. One guy had 3 kids; another had been married 30 years; another was a nutrition major in college; one had 2 sick kids; one was vaping and struggling with his desire to quit. When I left, one of them said, “I love being around you and your energy.” That energy is LOVE. Love People!

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365 Coaching Tips: 40, 41 and 42

February 9th Coaching Tip: Set High Standards.

Yesterday, I witnessed an uncomfortable moment. During a college softball game, the batter laid down a bunt, and then slowly ran towards first base, almost turned out of the baseline. It appeared to everyone at the game that the batter had already told herself that she would be thrown out and had convinced herself not to run fast to first base. Meanwhile, the defense/3rd baseman mishandled the bunt and had an errant throw to first base. Frustration sat in quickly by the batter’s teammates, as they screamed at her for not running hard to first base. And then the uncomfortable moment really happened: the head coach, standing in the 3rd base coaching box, shouted across the field to her team’s dugout, and said, “Stop…stop screaming at her (the batter). Seniors, you set the culture, step up and don’t allow this lazy culture to sneak in.” The entire crowd was in a bit of shock.

However, it worked. The next inning, these same gals went out and got hits, loaded the bases, and then a senior hit a triple that knocked in 2 more runs. That’s responding to an uncomfortable moment, by the seniors. The seniors did know the standards and responded to the accountability that the coach called out. What makes this special is that there was a high standard that was set, and the seniors quickly realized that they were the problem, and they fixed it immediately. Set high standards.

February 10th Coaching Tip: Clarify Goals.

As we are now in the 10th day of the 2nd month of the new year, recommend that it’s a great time to ask your colleagues and teammates IF they have 100% clarity on the goals. If they do have clarity, have them state what are the goals and their roles in making those goals happen. If they do NOT have clarity, then help them gain clarity. For example, ask what else do they need to understand, repeat what the goals were, ask them to rephrase how those goals impact them in their role, etc.

To help improve employee engagement, clarify goals and roles. Today, I realized that I don’t have to do three things that I did in 2024. This give me more time and mindspace to work on coaching and speaking. I’m thrilled, as I was not aware of these changes…because they had not been communicated until today. Now I can truly focus my time on these new, fewer high priority goals, Clarify goals.

February 11th Coaching Tip: Say What?

Every now and then, we hear things and roll it around in our head for a few, and then say, “Say What?” It happened to me today. Overnight, I had received a couple emails about an important and urgent situation that just didn’t make complete sense. Then we found out more info, and yet more info. Recommend that if you are saying to yourself, “say what?”, dig in, find out more info, set up some quick meetings/conference calls with people who are aware of the situation to gain their insights, all in an effort to understand. This deliberate action of learning more will help you move on from “say what?” to “ok, now I understand.” In my coaching work, sometimes we see teammates become overwhelmed or frozen, and then they don’t do anything. Seek to understand when others are looking at you awkwardly, stunned with silence, or have no input. Help them move on from, “say what?”

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365 Coaching Tips: Here’s to 37, 38 and 39

February 6th Coaching Tip: Go See ‘Em.

Had the opportunity to work with a number of people in the Southeast and across the state of Florida since October 2019, and then six months later, COVID happened and changed my business travel for years. In December 2024, I made the decision to go see ’em. It was time to take all of the Zoom and Web-Ex virtual meetings, and bring those interfaces to life, in person. Over the last four weeks, I’ve been traveling to see those that I’ve been coaching, sharing with others what we do and how we help others accomplish goals, with our coaching. What a joy it’s been to meet everyone in person, hug, chat, and really open up further. Go see ’em!

February 7th Coaching Tip: Be Unrivaled.

When two women’s pro basketball players start their own league and name it “Unrivaled”, take notice. Think about this: they started Unrivaled in 2023 and launched this inaugural season in January 2025. Everything is new: new format with a smaller basketball court, shorter shot clock, two month season, three on three style, only six players, coaches wear black, all games are played on Friday, Saturday, and Monday evenings in the same venue, the venue is intimate, all games are televised in partnership with TNT/Tru, and the players are the focus!

We were so impressed by the fast-paced game, energy, talent, crowd engagement, the drone flying over the players showing unique TV angles, the colorful media and graphics, etc. And what we didn’t see, but the women players feel every day here in Miami is the warmth of their surroundings, and I don’t mean just the weather. Nutrition, recovery, safety, community of pro athletes, and childcare are all priorities to these gals, many who have children. Again, the players are the focus. If you have the courage to start something new, then…Be Unrivaled.

February 8th Coaching Tip: Celebrate Others.

For the weekend, we zipped over to Miami to watch some college softball. My beloved Indiana University softball team is playing in a tourney. We quickly noticed a few new players, and wow, are they talented and quick. The senior pitcher also is a strong batter, and she hit a two-run homerun today to crush Iowa State 9-1, ending the game early due to the 8-run rule after the 5th inning. At the game, a former assistant coach sat with me and we were just celebrating the gals, chatting it up about the program, the coaches, the talent, the love of winning, and that winning is just plain fun. On a Saturday morning, celebrating others got my mindset in a positive state for the rest of the weekend. Celebrate others.

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365 Coaching Tips: 34th, 35th and 36th Tips

February 3rd Coaching Tip: Utilize Timelines

During an initial consultation this week that was about hosting a summit for some large international teams, I quickly realized that all the leaders had good ideas for this summit, had determined the right audience, and provided thoughtful content. Now it was time to figure out when this will all happen, and who will do what. Thus, I recommended pulling together a timeline. Within a matter of minutes, we all were able to start slotting in the important deliverables so that all the prep could be done timely and yet it also gave us some flexibility. Here we are in early February planning for this leadership summit in early May, and because we utilized a timeline with the group on this initial consultation, we have a plan for execution that is well understood by all. Key deliverables were identified for mid-February, early March, late March, and so on. Utilize timelines to simplify understanding, improve accountability and execution.

February 4th Coaching Tip: Culture Wins.

During my decades working at Caterpillar, we had a phrase that was repeated frequently in meetings: “Culture eats strategy for lunch.” For those who don’t quite understand what this phrase means, let me explain an example that I witnessed this week in the styles of two different leaders. One leader showed up early, welcomed me to his office, really spent time asking me about how I was, my hotel, my flight, my partner, etc. He was prepared for the all-day meeting, paced it well, asked alot of questions and listened to the answers, ordered healthy food, shared the stage and speaking assignments with many on his team; he was thoughtful and steady with his comments.

Contrast that to the other leader. He was not as organized, cut off some of his employees while they were speaking in mid-sentence, condescending to some team members, asked the same question multiple times, made some inappropriate comments about people and politics, etc. This 2nd leader gave us the feeling of frequently being in an erratic state, while the first leader was pleasant and calm, and had surrounded himself with highly skilled talent who exemplified calm and intelligence. Culture wins.

February 5th Coaching Tip: Quick Updates.

I’ve been traveling to multiple locations for the last four weeks. Haven’t had a chance to debrief my boss with a longer 30–45 minute update, so what works for us is quite simple: quick texts, one paragraph emails, and a quick phone call immediately after a conference call/webex that ends early. Don’t overcomplicate things. If a one-to-three-minute brief convo can update someone with a quick text, or a simple email, or a phone call, then do it. Remember, be specific, results oriented, and if there is an ask, state it. Quick updates work. If you don’t believe me, talk to a pilot during an emergency landing. Pilots are brief, calm, and exact with their communication in short statements with their co-pilot, the air traffic controllers, the passengers, etc. Quick updates.

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365 Coaching Tips: The 31st, 32nd and 33rd Days

January 31st Coaching Tip: Take The Call.

It was a Friday morning, and I was drinking my coffee (cold brew coffee, ice, with Fairlife chocolate milk) and moving slowly after an intense work week. My business phone rang, and something told me to get up and take the call. Although it wasn’t a priority for me, it was a high priority for the gal who called me. We had never met, but a common colleague connected us to talk about a potential new job for her. After explaining to her that I needed to get up and moving, she agreed to give me a minute to get moving and we ultimately had a 28 minute conversation while I walked outside and heard her story and excitement for the new job. Please don’t ever underestimate how important it is to give people time, take their call, hear them out, share some insights, and then smile as they flourish. Take the call!

February 1st Coaching Tip: Never Ever Give Up.

Alot of people in the USA right now, less than two weeks after the Presidential Inauguration, are scared about the amount of change that is happening via executive orders by the President. Each and every new leader implements change, sometimes leaders gather input for 0-100 days and others move quickly. In either case, those leaders think that they are doing what’s right. However, over the centuries, we have seen that surprises happen, unintended consequences happen, good results happen, etc. If you believe in something, don’t ever give up. If you believe in unions, then go support them. If you believe in immigration, get involved and learn the law. If you can’t buy a home due to bad credit, then start paying down debt and increase your income to pay debt down quicker. Bottom line, if you believe in something, don’t ever give up. It’s worth it!

February 2nd Coaching Tip: The Extra Mile.

The extra mile is…lonely. Very few people are there. So what do I mean? Here are a few examples that I’ve witnessed over the decades in the business world. Seems like we know who are the hard workers who show up early, and stay a bit later than everyone else. They seem to get their work done, and thus get more work to do, which leads to opportunities. The leader who is speaking on the main stage for a large event, and he really focuses on his stage presence, his timing, his pace, his tone; his preparation is taken seriously. Outside of work, I see it personally as I try to be a role model of senior wellness. I’m training and running sprints at the local middle school track, and shooting baskets on the asphalt courts. How many people are also shooting and running? Few, very, very few. There are 8-10 basketball courts at this middle school, and no one has been there practicing shots for all the times that I have been there.

The extra mile is lonely; however, commit to YOU and YOUR development, and you will shine. Even if no one is there to see you shine. YOU will see yourself shine, and that’s what matters most.

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365 Coaching Tips: Day 28, 29 and 30

January 28th Coaching Tip: Exude Positivity.

Today, I listened to an accomplished leader who had led large groups of people in Washington DC and Miami. He and his wife made the decision years ago, after losing their son, to remove all negative people in their life. Intentionally, they were making the decision to include and keep people in their lives that exude positivity. How do you respond when you are supporting someone: positive or negative? How do you show up at a meeting at work: positive or negative? How do you show up for a family dinner: positive or negative? Research indicates that you are more likeable if you are positive, ask questions about others, listen to the responses, and remember the details. Embrace and exude positivity.

January 29th Coaching Tip: More Cowbell!

Celebrate your wins. Hit the cowbell. Celebrate a tiny, small win. Hit the cowbell. Celebrate someone else’s big promotion. Pound that cowbell. Celebrate a new baby born. Again, more cowbell. Affirmation and recognition are deep-rooted needs within our souls. And today, I was reminded just how important recognition is. Picture a room full of highly confident leaders and wealthy individuals, who are in the top 1% of income earners in the USA. And yet, none of them were recognized for all of their hard work and efforts accomplished in 2024 (year prior). This was a huge miss by the leader running the meeting, because everyone was gathered for this “2025 Kickoff”. Recommend that you never miss an opportunity to recognize people, to hit that cowbell. No matter the place on earth, people want to be seen, be heard, and hear their name being recognized. More cowbell is like love, just never ever too much of it.

January 30th Coaching Tip: Develop Others.

Couple of my coaching meetings this week have been pleasantly surprising, as a couple senior leaders were planning for the legacy of their business, and we were openly discussing the development of the next generation. As leaders age and get asked, “when are you going to retire?”, it’s such a pleasant and affirming conversation to have with clients (and your team) about your intentional plans for the next generation. Both of these teams have added the next gen and have given them big jobs and significant responsibilities.

Someone probably gave you a shot or believed in you at some point, that may have changed your life. Return the favor as you age and give the same kind of development opportunity to someone younger. My godson reminded me recently of a business trip that he joined me on in the Fall 2015; we cris-crossed 6 states, visited offices, leaders, businesses, ate at nice country clubs, stopped quickly at gas stations to gas up and grab a drink, checked in to numerous hotels, etc. My godson indicated it was a life changing few days for him, and he learned so much in how to manage time, effort, clients, energy, and business. Take some time to develop others. We all deserve it.

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365 Coaching Tips: Day 22, 23 and 24

January 22nd Coaching Tip: Be Seen.

As I was watching a leader today, the day after a 3-day weekend, I noticed how she intentionally walked thru the office area and said hello, stopped and truly talked to her colleagues. They actually stood up and talked to her, shared what they did during their long weekend; smiles and laughs were present. Whether you’re a leader or a colleague, ask people about themselves and their lives. They appreciate being “seen”. As I watched the leader step away, a couple people said, “thank you for talking to us…it shows us that you care.”

January 23rd Coaching Tip: Be Heard.

Received an urgent Skype message today, i.e. “we need to get some time with you today to discuss an important situation.” This team is one who came to me 6 months ago and really shared their WHY and WHAT they want to accomplish. Thus, when they needed time today, we squeezed it in from 4-430pm on a Zoom. Indeed, it was important; they want to promote one of their colleagues and they wanted to practice and run-through the new role and gain clarity for her. After 25 minutes of listening to them and asking questions, they had the role clarified, were smiling, and a bit relieved as we wrapped up the call. If someone needs time with you, consider it a gift. They need someone to be “present”, and the best gift that you can give them is your “presence.” Let me them be heard, to help increase their confidence.

January 24th Coaching Tip: Be Efficient.

As a week winds down, it’s a common tendency to have the mindset of “let’s push it to early next week.” In my coaching work, I actually find that I can get a lot done before 10am on Friday mornings and also between 2-5pm. For example, I was able to squeeze in three, quick, efficient coaching sessions today. In a matter of 15-33 minutes, I was able to help all three situations.

Everyone is busy. Who has ever approached you in the last few years and said, “hey…I just don’t have enough to do” ? Like, let’s get real, no one. In being efficient today, I found that telling all three of them yes, I had a few minutes, we immediately became efficient with our time. They truly felt not only seen but heard, and realized I was ready to potentially help them thru their coaching situation. The greatest gift you can give to someone is your time, i.e. being present. And then when you can help them work thru a situation or two, and they can sleep better over the weekend, you have truly added value. Be efficient, and others will likely mirror your behavior, and be efficient, too.

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365 Coaching Tips: on to 19, 20 and 21

January 19th Coaching Tip: Friends Matter. We’ve all heard that phrase, “Sunday Funday!” Today, we rolled out of bed, didn’t take showers, and started whipping up some gluten free pancake mix, baked some bacon, got the omelet ingredients all prepped, and set out the dishes for a scheduled brunch with our best friends. They rolled in with similar hairdo’s, and somehow beautifully displayed a colorful platter of fresh fruit and brought an old-school orange squeezer to make some orange juice for mimosas.  We had this brunch planned for a week, as temperatures were plummeting and we decided to stay inside instead of going to see a college basketball game.  Glad that we stay committed to our bond of having a homemade brunch.  Brunch was plentiful and scrumptious, the food and friends, the warmth of the fire, the catching up, as it had been a few weeks since we all had been together.  Recent research is indicating that people are spending more time alone; more time on social media than ever before; depression and anxiety are both on the rise; and mental illness is now commonly discussed.  My recipe for a lot of these trends is to have something to look forward to, and do it with people that you love and care about.  Planning a simple lil Sunday brunch while wearing zero makeup with bad hair, allowed us to naturally connect, cook, and share. Plan things with your friends.  Friends matter.

January 20th Coaching Tip: Leverage Experts. In tackling a huge remodel of a 95-year-old home, I realized that I needed experts.  The ceilings were bowing, the floors were not flat, the stairs were not safe, the house was chopped up, and we are adding a garage, as well as some new windows, siding and doors.   I needed help! Enter in a general contractor, an interior designer, and an architect.  In working together, them listening to me and what I want in this farmhouse, and then hearing them regarding their ideas, we are really bringing this project together nicely.  With the architect’s quick eye, he gave the GC some ideas on how to improve the bowed ceilings and the uneven floors.  It’s done already.  The interior designer is pushing us all on functionality as well as the latest fashions, with the right flow.  I’m grateful for smart people, who can work collaboratively. Embrace others and improve results by leveraging expertise.   

January 21st Coaching Tip: Keep On-Track.  In my coaching work, many of my colleagues/coachees set goals…and then they don’t track results frequently enough.  As they get in to March and move thru May, they are already telling themselves if they can or cannot make their yearend numbers.  For the teams that I coach who set a goal to accomplish their results by summer or no later than Labor Day, they typically do it. How? They track their results daily, and definitely weekly and monthly. Many people annually give up on their new year’s resolution between January 18-27, so now is the time to keep and stay on track. Develop yourself a daily or weekly scorecard, and you will be amazed what you can accomplish. Keep on-track!

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365 Coaching Tips: here’s 16, 17 & 18

January 16 Coaching Tip: Clear Goals. In coaching a few teams in the last couple days, it was very evident to me that the team nor its leaders had any clear goals. In asking questions like, “what are you most pleased with from your work in 2024? where are you headed in 2025? And what will you do the same and also different in 2025?”, it really helped the teams figure out their goals. It also helped that we had plenty of time and were not rushed, so that we could really discuss and prioritize the goals. Truly asking questions, listening to their responses, giving time for all to speak, allowed for well understood goals that were much more cohesive and focused than the beginning of the coaching sessions. As we wrapped up, their three main goals started with the number eight: 80%, $800,000, and $80mil. I was so delighted that they were ready to meet again and continuously throughout 2025 to share their progress on their results. We went from having no goals to identifying well understood goals, and sensed a strong commitment to achieve them; this made me smile. Get clarity on your goals, whether personally or professionally.

January 17 Coaching Tip: Set Expectations. Since November, I’ve been working with new contractors to help me with a significant farmhouse remodel. New general and sub contractors, new interior designer, and a new architect are all helping me do this, as I’m in Florida working. In meeting with all of them, I’m clearly letting them know my expectations of what I want and need from them, as we remodel a nearly 100 year old home. For example, this home is old, and I want to honor it’s 1930’s farmhouse legacy with some new yet timeless touches. I also want 1930’s crooked floors and ceilings to be straight and level, for fashion, functionality and also safety. I want it to be clean, safe, and dry, and get the water draining away from the home. I want it to be thoughtful and functional, with what we defined as A- workmanship. It does not have to be perfect A+ work, but it must be better than B or B+ work. This clarity has really helped my new colleagues/contractors as we all make decisions together. If others around you don’t understand what you need or are expecting, it might be wise to look in the mirror. Set expectations and reinforce them regularly. And reward/recognize when those around you when they absolutely nail them!

January 18th Coaching Tip: Embrace Tools. Over the last couple years, many of my coaching sessions have been about capacity. For example, I very frequently hear comments like, “we are overwhelmed, we are busy, we need more people, we don’t have time, etc.” As I ask more questions about capacity, many times I have found that tools are not being utilized enough, even though some tools/IT/processes/support have already been paid for. I use this example regularly: “who still calls the taxicab service, reserves a car, hopes that the taxi comes on time to the proper address, the driver is pleasant, the car is clean and safe, and you arrive at your destination on time?” Few still do this, very few. Most are utilizing their cell phone to arrange a ride (with Lyft or Uber), and it can be done within seconds, with complete transparency, and the payment is automated and more secure. When I use this example, all of the sudden, the brains in the room start cranking…”what can we use to improve our capacity? what should we stop doing? what must we continue? what do we need to learn and be trained on to implement quickly?” Within 5-10 minutes, we can quickly identify a number of tools or processes that should be implemented immediately to gain capacity. That metaphor of, “I’m busy sawing, don’t have time to sharpen my saw…” is at play in numerous coaching sessions. Take some time and figure out how to embrace new tools, and utilize the ones that are and have been available.

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365 Coaching Tips: the 13th, 14th and 15th Days

January 13th Coaching Tip: Family Talks. In our coaching work, we help our colleagues/coachees as they prep for crucial conversations. In Kerry Patterson’s book, “Crucial Conversations,” most of these crucial convos don’t even happen, and then when they do, they don’t go well. Thus, we as coaches help our colleagues practice these important convos. Today, a husband and wife indicated that they want to bring on at least one of their two sons into their business. And yet, they had nothing in writing, nothing that either of them could confidently replicate with clarity. The husband and wife soon realized that they weren’t even on the same page. The mother wanted the son(s) to be “hungry” and the father wanted to be more “helpful” to his son(s). Thus, I encouraged them to get on the same page, draft it up, and then have a family talk with both sons, so that both sons heard the same message. Then, if either son wants to enter the business in the future and they discuss the opportunity further, the four of them would potentially have a more solid foundation. Remember, have those crucial family talks.

January 14th Coaching Tip: Plan Ahead. Whether its travel for work or vacation downtime, or getting groceries for a Sunday brunch planned with friends, or an early morning Uber ride to the airport, plan ahead. This week I’ll be in a number of hotels, crossing multiple state lines, and in unfamiliar places with unfamiliar people. Thus, I planned ahead by truly looking at the map, understanding drive times and locations, and knowing when I need to be where. Thinking about my personal routines, I even bought my cold brew the night before, and got up this morning and was rollin’ with my favorite coffee while reading my devotionals. This allowed me to get ready and arrive to an unfamiliar office 20 minutes in advance (instead of rushing in to a coffee shop, and then being dissatisfied with my java). Knowing that I could walk to this office in just 2-3 minutes from the hotel that I picked (so that I wouldn’t even have to get in the car and drive/commute), I got my morning routine, breakfast, and workday started as normalized as I possibly could have done. Folks, plan ahead to help reduce stress and you’ll be surprised how much it increases your efficiency.

January 15th Coaching Tip: Stop Burnout. Start saying “no” to certain things and start saying “yes” to yourself. Today, I coached two teams who were “burned out, bored, (not thriving).” After listening to what was going on, they shared that they have too many clients, and many of those clients don’t pay them or are so simple and could be served by someone else more effectively and happily. Gently, we all looked at one another after I had them repeat what they said, “we have too many clients who consume our time and don’t pay us (much).” In my coaching work, we remind our coachees that it is YOUR business. You make the decisions. You select your clients. You can say “yes,” and you can also say, “no”. My recommendation is for you to clearly identify WHO you want to serve and then stick to it. Serve clients that make you smile, that you truly want to help, that take your advice/pay for your expertise, and you both grow from helping each other. Say YES to the right clients, and that will help reduce burnout.