Flow & Filter
Casey already ran an established successful sales team. She was looking to expand her business in another ‘arm’ of sales. She ran all tests and small pilots in various areas to see if the product would be a success. After the trials and piloting occurred, her team sat on a lot of data that needed to be processed. Is this product worth developing? Has it proven itself to be successful where I want to put money and resource behind it? If so, what worked or didn’t work? Just because it is permisable, does it make it necessary? Is this the right thing pursue? Although the data is collected, a lot of questions are still to be answered. It needs to be ironed out before the .any definitive statement, reason, or backing could happen.
She came to coaching to because she knew jumping to a final solution wasn’t going to be the right approach; instead, she knew she MUST wrestle through the process. She cannot develop a well oiled machine of a business, if it is yet to be created. She couldn’t created the machine if she didn’t have the WHOLE picture ironed out. Once she wrestled through the data with her team, this allowed her to find themes, connect the dots, focus on the main things she wanted to value, and refine the parts that needed improvement.
The “iron it out” coaching technique used for her team is called Flow & Filter. The goal is to gather data, organize, and optimize on the main goal and/or priorities.
HOW TO USE:
Gather the necessary team members into a room
Write out this layout on a white board in front of everyone
Start by writing your company mission statement or “your why” (goal) at the top.
Process through each question in each column, leaving no rock unturned. Encourage them to think outside the box.
When discussions subside, ask the team to think comprehensively:
What common themes do you see?
When looking at the entire picture, what do you observe?
Where do you see "natural flow”?
Once processing and conversations subside, turn the focus to application on the NEXT step. Ask your team Using the filter of your mission statement, ask your team “What are our next steps once we leave today?” Assign steps to the appropriate people, including a specific timeframe.
FOLLOW UP after that time frame arrives.
Aspects of Health for Coaching: Career, Relational, Social, Spiritual & Physical disciplines, Financial behavior change
