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Presenting Today
Ray Jimenez
Chief Learning Officer
Vignettes Learning
@RayJimenez
Krista Brubaker
Content Marketing Specialist
BizLibrary
kbrubaker@bizlibrary.com
www.bizlibrary.com/free-trial
BizLibrary helps organizations succeed by improving the way employees learn.
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com
Micro-Coaching
The Impacts of Continuous, Short and
Instant Learning and Feedback
Ray E. Jimenez, PhD
Chief Learning Architect
VignettesLearning.com
rayvft@gmail.com
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 5
Ray E. Jimenez, PhD
Chief Learning Architect
VignettesLearning.com
rayvft@gmail.com
Learning Strategy & Implementation
Social Learning Implementation
Performance Learning Systems
Rapid Content Development
Scenario-Based Learning (SBLS)
Available Free Download
www.TrainingPayback.comwww.lulu.com
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 6
Ray’s book coming soon.
Release – October 2017
Contact us to reserve
your copy.
http://bit.ly/2bAPoDk
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 7
http://vignetteslearning.com/
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 8
“I’m more focused
with my limited
resources and time.
Thanks to my coach.”
How would you feel if
you were the coach?
Type in the chat.
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 9
“I avoided a major
error. Just a small
nudge from Fred, a
teammate, helped a
lot.”
How would you feel if
you were Fred, the
teammate?
Type in the chat.
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 10
“How do I fix this?
Frustrating!”
What happens if you
are the coach or leader
and you are unable to help
a person?
Type in the chat.
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 11
“Where were you
when I needed
you?”
What happens if you
are the coach or leader
and you are unable to help
a person?
Type in the chat.
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 12
“I need help now! No time to stop
or waste. I’m virtual. Just text.”
If this is the environment you are in? How do you
provide coaching or mentoring?
Type in the chat.
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 13
Formal Coaching
Identify and
define goals
Define strategies
to reach goals
Establish timeline
and milestones
Follow-up &
monitoring plan
for action
41 2 3
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 14
Formal Coaching
Identify and
define goals
Define strategies
to reach goals
Establish timeline
and milestones
Follow-up &
monitoring plan
for action
41 2 3
SMART
Agreement
SWOT Schedule
Commitments
Variances
Adjustments
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 15
Formal Coaching
Identify and
define goals
Define strategies
to reach goals
Establish timeline
and milestones
Follow-up &
monitoring plan
for action
41 2 3
SMART
Agreement
SWOT Schedule
Commitments
Variances
Adjustments
In environments with very rapid change, virtual teams, highly
connected – what are the easiest areas to assist and provide needed
coaching by a either a coach, leader or team member?
Use your pen and encircle the items.
Explain why in the chat.
• Impacts of variances are felt easily.
• Demand for action is high.
• Where assistance is most needed.
• Often hostile to formal coaching
• Event-driven
Share an example from your day-to-day work.
Type in the chat.
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com
• Time crunch
• Urgent / distressed
• Often not ideal for
coaching
Opportunities for Micro-Coaching
• Quick assist
• Least effort
• Minimal time
• Most effective
Variances
Adjustments
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com
Opportunities for Micro-Coaching
• Quick assist
• Least effort
• Minimal time
• Most effective
Assumptions of Micro-Coaching
• Every work situation is a learning opportunity
• Help learners/workers discover answers
• Help learners/workers to self-coach
• Help learners demonstrate work
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 19
Scripting Minds
Roger Schank
“The mind follows a framework
or a reference based on our
experiences.”
“Our mind follows scripts in
order for us to do things.”
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 20
Butterfly Effect Theory
applied in thinking
processes
“Small causes can have
large effects”
A single question and
reply can lead to
more questions
and replies
Edward
Norton
Lorenz
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 21
Scripting Minds
Scripting the micro-coaching process
• Script questions for discovery
• Script for fixing and improving things
• Script for shorter review cycle
• Script for rapport and emotions
The coach’s tools to help learners
coach themselves.
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com
• Script questions for discovery
How do you go
about it?
How do others
experience it?
What should you
know more about?
What do you know
now?
Issue,
problem,
opportunity
(The IT)
Are you
meeting
your
goals?
End result
Goal
1
2
3
4
5
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 23
Let’s do a role playing exercise
• Put yourself in a role or situation
• Reply to the questions
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com
• Script questions for discovery
How do you go
about it?
How do others
experience it?
What should you
know more about?
What do you know
now?
Are you meeting
your goals?
1
2
3
4
5
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 25
“This task is so
difficult. I didn’t realize
it.”
(This is you)
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com
• Script questions for discovery
How do you go
about it?
How do others
experience it?
What should you
know more about?
What do you know
now?
Are you meeting
your goals?
1
2
3
4
5
“This task is so
difficult. I didn’t
realize it.”
(This is you)
Reply in the chat by typing the
number then your answer. For
example:
“1-Not really.”
Etc.
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com
• Script questions for discovery
How do you go
about it?
How do others
experience it?
What should you
know more about?
What do you know
now?
Are you meeting
your goals?
1
2
3
4
5
“This task is so
difficult. I didn’t
realize it.”
(This is you)
What were you experiencing
when you were answering
the questions?
Type in the chat.
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 28
Another example …
Let’s do a role playing exercise
• Put yourself in the role or situation
• Reply to the questions
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 29
“I can’t seem to get
the pressure higher
as needed. What’s
wrong?”
(This is you)
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com
• Script questions for discovery
How do you go
about it
How do others
experience it?
What should you
know more about?
What do you know
now?
Are you meeting
your goals?
1
2
3
4
5
“I can’t seem to get
the pressure higher
as needed. What’s
wrong?”
(This is you)
Reply in the chat by typing the
number then your answer. For
example:
“1-Not really.”
“2-I set the right temperature.”
Etc.
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com
• Script questions for discovery
How do you go
about it
How do others
experience it?
What should you
know more about?
What do you know
now?
Are you meeting
your goals?
1
2
3
4
5
“I can’t seem to get
the pressure higher
as needed. What’s
wrong?”
(This is you)
What were you experiencing
when you were answering
the questions?
Type in the chat.
Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 32
How does the script questions help the learner/worker
in micro-coaching situations? Type in the chat.
Formal Coaching
Identify and
define goals
Define strategies
to reach goals
Establish timeline
and milestones
Follow-up &
monitoring plan
for action
41 2 3
SMART
Agreement
SWOT Schedule
Commitments
Variations
Adjustments
Micro-Coaching
34
Scripting Minds
Scripting the micro-coaching process
• Script questions for discovery
• Script for fixing and improving things
• Script for shorter review cycle
• Script for rapport and emotions
The coach’s tools to help learners
coach themselves.
Micro-Coaching: Fixing or Improving things
How things work: Big things and small items
Micro-Coaching: Fixing or Improving things
How things work: Big things and small items
How things work: Big things and small items
What results
are you getting?
What does your
customer say (internal
or external)?
What is the history
and what are you
learning?
How you efficient in the
process and production?
What is the
quality and
cost of your
resources?
1
2
3
4
5
Micro-Coaching for Business Processes:
Fixing or Improving things
Problem:
“The output is
not consistent
and not to
standards.”
Problem:
“The output is
not consistent
and not to
standards.”
What would be the first question you will ask? Use your pen or
type in the chat. Why?
Problem:
“We are facing a potential
large class action
suit from employees.”
What would be the first question you will ask? Use your pen or
type in the chat. Why?
Problem:
“We are facing a potential
large class action
suit from employees.”
In identify areas to fix or improve, how does this
process help in micro-coaching? Type in chat
Formal Formal Coaching
Identify and
define goals
Define strategies
to reach goals
Establish timeline
and milestones
Follow-up &
monitor plan
for action
41 2 3
SMART
Agreement
SWOT Schedule
Commitments
Variations
Adjustments
Micro-Coaching
46
Scripting Minds
Scripting the micro-coaching process
• Script questions for discovery
• Script for fixing and improving things
• Script for shorter review cycle
• Script for rapport and emotions
The coach’s tools to help learners
coach themselves
Formal Formal Coaching
Identify and
define goals
Define strategies
to reach goals
Establish timeline
and milestones
Follow-up &
monitor plan
for action
41 2 3
SMART
Agreement
SWOT Schedule
Commitments
Variations
Adjustments
Micro-Coaching
Proximity and
access to assistance
Building trust and
rapport
Tools for Access and Proximity
Tools for Building Rapport
Rapport Building Tools With Videos
Curtis - 45Fermin- 5
No videos With videos
No videos
With videos
Tools for Building Rapport
Why do learners respond favorably with video sharing?
Type in chat
Tools for Accountability
Tools for Accountability
Why do learners value better the coaching assistance when
the complete a clear documentation of their goals?
Type in chat
Formal Formal Coaching
Identify and
define goals
Define strategies
to reach goals
Establish timeline
and milestones
Follow-up &
monitor plan
for action
41 2 3
SMART
Agreement
SWOT Schedule
Commitments
Variations
Adjustments
Micro-Coaching
Formal Formal Coaching
Identify and
define goals
Define strategies
to reach goals
Establish timeline
and milestones
Follow-up &
monitor plan
for action
41 2 3
SMART
Agreement
SWOT Schedule
Commitments
Variations
Adjustments
Micro-Coaching
58
What ideas did you
find useful from the
session?
Type in chat.
59
http://vignetteslearning.com/
Questions?
Coaching: Advanced Supervisor series
7-part video series
1. Coaching Others Step-by-Step
2. Using the Right Style
3. Coaching Novices to Experts
4. The Readiness Stairs Model
5. Coaching Others to a Higher
Performance
6. Closing the Loop with Feedback
7. Coaching Tips
Supervisor Fundamentals video series
12-part video series
1. Congratulations, You're a Supervisor!
2. How Good Do You Want to Be?
3. Personal Traits for Success
4. Establish Credibility to Lead
5. Going From Buddy to Boss
6. Your First Team Meeting
7. Research Your New Team
8. Get Team Feedback from Others
9. Interview Your Team
10. Observe Your Team in Action
11. Develop a Team Strategic Plan
12. Mistakes to Avoid
Try out these video lessons
and more!
Let us know through the poll if you’d like a free trial of
BizLibrary’s online course collection.
www.bizlibrary.com/free-trial

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Micro-Coaching: The Impact of Continuous, Short and Instant Learning and Feedback

  • 1.
  • 2. Presenting Today Ray Jimenez Chief Learning Officer Vignettes Learning @RayJimenez Krista Brubaker Content Marketing Specialist BizLibrary kbrubaker@bizlibrary.com
  • 3. www.bizlibrary.com/free-trial BizLibrary helps organizations succeed by improving the way employees learn.
  • 4. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com Micro-Coaching The Impacts of Continuous, Short and Instant Learning and Feedback Ray E. Jimenez, PhD Chief Learning Architect VignettesLearning.com rayvft@gmail.com
  • 5. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 5 Ray E. Jimenez, PhD Chief Learning Architect VignettesLearning.com rayvft@gmail.com Learning Strategy & Implementation Social Learning Implementation Performance Learning Systems Rapid Content Development Scenario-Based Learning (SBLS) Available Free Download www.TrainingPayback.comwww.lulu.com
  • 6. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 6 Ray’s book coming soon. Release – October 2017 Contact us to reserve your copy. http://bit.ly/2bAPoDk
  • 7. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 7 http://vignetteslearning.com/
  • 8. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 8 “I’m more focused with my limited resources and time. Thanks to my coach.” How would you feel if you were the coach? Type in the chat.
  • 9. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 9 “I avoided a major error. Just a small nudge from Fred, a teammate, helped a lot.” How would you feel if you were Fred, the teammate? Type in the chat.
  • 10. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 10 “How do I fix this? Frustrating!” What happens if you are the coach or leader and you are unable to help a person? Type in the chat.
  • 11. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 11 “Where were you when I needed you?” What happens if you are the coach or leader and you are unable to help a person? Type in the chat.
  • 12. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 12 “I need help now! No time to stop or waste. I’m virtual. Just text.” If this is the environment you are in? How do you provide coaching or mentoring? Type in the chat.
  • 13. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 13 Formal Coaching Identify and define goals Define strategies to reach goals Establish timeline and milestones Follow-up & monitoring plan for action 41 2 3
  • 14. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 14 Formal Coaching Identify and define goals Define strategies to reach goals Establish timeline and milestones Follow-up & monitoring plan for action 41 2 3 SMART Agreement SWOT Schedule Commitments Variances Adjustments
  • 15. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 15 Formal Coaching Identify and define goals Define strategies to reach goals Establish timeline and milestones Follow-up & monitoring plan for action 41 2 3 SMART Agreement SWOT Schedule Commitments Variances Adjustments In environments with very rapid change, virtual teams, highly connected – what are the easiest areas to assist and provide needed coaching by a either a coach, leader or team member? Use your pen and encircle the items. Explain why in the chat.
  • 16. • Impacts of variances are felt easily. • Demand for action is high. • Where assistance is most needed. • Often hostile to formal coaching • Event-driven Share an example from your day-to-day work. Type in the chat.
  • 17. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com • Time crunch • Urgent / distressed • Often not ideal for coaching Opportunities for Micro-Coaching • Quick assist • Least effort • Minimal time • Most effective Variances Adjustments
  • 18. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com Opportunities for Micro-Coaching • Quick assist • Least effort • Minimal time • Most effective Assumptions of Micro-Coaching • Every work situation is a learning opportunity • Help learners/workers discover answers • Help learners/workers to self-coach • Help learners demonstrate work
  • 19. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 19 Scripting Minds Roger Schank “The mind follows a framework or a reference based on our experiences.” “Our mind follows scripts in order for us to do things.”
  • 20. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 20 Butterfly Effect Theory applied in thinking processes “Small causes can have large effects” A single question and reply can lead to more questions and replies Edward Norton Lorenz
  • 21. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 21 Scripting Minds Scripting the micro-coaching process • Script questions for discovery • Script for fixing and improving things • Script for shorter review cycle • Script for rapport and emotions The coach’s tools to help learners coach themselves.
  • 22. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com • Script questions for discovery How do you go about it? How do others experience it? What should you know more about? What do you know now? Issue, problem, opportunity (The IT) Are you meeting your goals? End result Goal 1 2 3 4 5
  • 23. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 23 Let’s do a role playing exercise • Put yourself in a role or situation • Reply to the questions
  • 24. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com • Script questions for discovery How do you go about it? How do others experience it? What should you know more about? What do you know now? Are you meeting your goals? 1 2 3 4 5
  • 25. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 25 “This task is so difficult. I didn’t realize it.” (This is you)
  • 26. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com • Script questions for discovery How do you go about it? How do others experience it? What should you know more about? What do you know now? Are you meeting your goals? 1 2 3 4 5 “This task is so difficult. I didn’t realize it.” (This is you) Reply in the chat by typing the number then your answer. For example: “1-Not really.” Etc.
  • 27. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com • Script questions for discovery How do you go about it? How do others experience it? What should you know more about? What do you know now? Are you meeting your goals? 1 2 3 4 5 “This task is so difficult. I didn’t realize it.” (This is you) What were you experiencing when you were answering the questions? Type in the chat.
  • 28. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 28 Another example … Let’s do a role playing exercise • Put yourself in the role or situation • Reply to the questions
  • 29. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 29 “I can’t seem to get the pressure higher as needed. What’s wrong?” (This is you)
  • 30. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com • Script questions for discovery How do you go about it How do others experience it? What should you know more about? What do you know now? Are you meeting your goals? 1 2 3 4 5 “I can’t seem to get the pressure higher as needed. What’s wrong?” (This is you) Reply in the chat by typing the number then your answer. For example: “1-Not really.” “2-I set the right temperature.” Etc.
  • 31. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com • Script questions for discovery How do you go about it How do others experience it? What should you know more about? What do you know now? Are you meeting your goals? 1 2 3 4 5 “I can’t seem to get the pressure higher as needed. What’s wrong?” (This is you) What were you experiencing when you were answering the questions? Type in the chat.
  • 32. Ray Jimenez, PhD Copyrighted Materials 2017 www.vignetteslearning.com 32 How does the script questions help the learner/worker in micro-coaching situations? Type in the chat.
  • 33. Formal Coaching Identify and define goals Define strategies to reach goals Establish timeline and milestones Follow-up & monitoring plan for action 41 2 3 SMART Agreement SWOT Schedule Commitments Variations Adjustments Micro-Coaching
  • 34. 34 Scripting Minds Scripting the micro-coaching process • Script questions for discovery • Script for fixing and improving things • Script for shorter review cycle • Script for rapport and emotions The coach’s tools to help learners coach themselves.
  • 35. Micro-Coaching: Fixing or Improving things How things work: Big things and small items
  • 36.
  • 37.
  • 38. Micro-Coaching: Fixing or Improving things How things work: Big things and small items
  • 39. How things work: Big things and small items What results are you getting? What does your customer say (internal or external)? What is the history and what are you learning? How you efficient in the process and production? What is the quality and cost of your resources? 1 2 3 4 5 Micro-Coaching for Business Processes: Fixing or Improving things
  • 40. Problem: “The output is not consistent and not to standards.”
  • 41. Problem: “The output is not consistent and not to standards.” What would be the first question you will ask? Use your pen or type in the chat. Why?
  • 42. Problem: “We are facing a potential large class action suit from employees.”
  • 43. What would be the first question you will ask? Use your pen or type in the chat. Why? Problem: “We are facing a potential large class action suit from employees.”
  • 44. In identify areas to fix or improve, how does this process help in micro-coaching? Type in chat
  • 45. Formal Formal Coaching Identify and define goals Define strategies to reach goals Establish timeline and milestones Follow-up & monitor plan for action 41 2 3 SMART Agreement SWOT Schedule Commitments Variations Adjustments Micro-Coaching
  • 46. 46 Scripting Minds Scripting the micro-coaching process • Script questions for discovery • Script for fixing and improving things • Script for shorter review cycle • Script for rapport and emotions The coach’s tools to help learners coach themselves
  • 47. Formal Formal Coaching Identify and define goals Define strategies to reach goals Establish timeline and milestones Follow-up & monitor plan for action 41 2 3 SMART Agreement SWOT Schedule Commitments Variations Adjustments Micro-Coaching Proximity and access to assistance Building trust and rapport
  • 48. Tools for Access and Proximity
  • 50. Rapport Building Tools With Videos Curtis - 45Fermin- 5 No videos With videos
  • 53. Tools for Building Rapport Why do learners respond favorably with video sharing? Type in chat
  • 55. Tools for Accountability Why do learners value better the coaching assistance when the complete a clear documentation of their goals? Type in chat
  • 56. Formal Formal Coaching Identify and define goals Define strategies to reach goals Establish timeline and milestones Follow-up & monitor plan for action 41 2 3 SMART Agreement SWOT Schedule Commitments Variations Adjustments Micro-Coaching
  • 57. Formal Formal Coaching Identify and define goals Define strategies to reach goals Establish timeline and milestones Follow-up & monitor plan for action 41 2 3 SMART Agreement SWOT Schedule Commitments Variations Adjustments Micro-Coaching
  • 58. 58 What ideas did you find useful from the session? Type in chat.
  • 61. Coaching: Advanced Supervisor series 7-part video series 1. Coaching Others Step-by-Step 2. Using the Right Style 3. Coaching Novices to Experts 4. The Readiness Stairs Model 5. Coaching Others to a Higher Performance 6. Closing the Loop with Feedback 7. Coaching Tips
  • 62. Supervisor Fundamentals video series 12-part video series 1. Congratulations, You're a Supervisor! 2. How Good Do You Want to Be? 3. Personal Traits for Success 4. Establish Credibility to Lead 5. Going From Buddy to Boss 6. Your First Team Meeting 7. Research Your New Team 8. Get Team Feedback from Others 9. Interview Your Team 10. Observe Your Team in Action 11. Develop a Team Strategic Plan 12. Mistakes to Avoid
  • 63. Try out these video lessons and more! Let us know through the poll if you’d like a free trial of BizLibrary’s online course collection. www.bizlibrary.com/free-trial