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Presence-Based Coaching®

                   The Practice of Presence in
                 Relation to Goal-Directed Activity
                     http://www.internationalcoachfederation.com/includes/docs/108-
                     http://www.internationalcoachfederation.com/includes/docs/108-
                                PresenceBasedCoachingDissertation.pdf
                                 PresenceBasedCoachingDissertation.pdf




Copyright 2006
PBC study objectives:

1. Introduce the Presence-Based Coaching Model.

2. Evaluate the outcomes of PBC implemented by sample of
     entrepreneurs: formative study to discover the outcomes of
     practicing Presence in relation to goal-directed activity:
     Presence + Intention.

3. Introduces new outcome measure: 360-feedback Survey




Copyright 2006
Coaching
    Coaching is a profession that supports individuals in actualizing their potential by
     becoming “flexible learners, capable of adapting to an increasing array of unexpected
     events and circumstances” (Sieler, 2003, p. 2). Specifically, professional coaches
     develop and deliver customized learning programs relevant to their client’s immediate
     needs which results in “immediate and tangible benefits” (p. 3). Coach and author,
     Robert Hargrove (1999), defines a coach as a person adept at “unleashing the
     human spirit and expanding people’s capacity to achieve, stretch his or her goals,
     and bring about real change” (p. 6). Coaching is a form of Positive Psychology: the
     result is the accomplishment of goals and the building of competencies (Seligman,
     2002).

    A monk asked the teacher Yun Men: What is the teaching of an entire lifetime? Yun
     Men replied: An Appropriate Response. (www.appropriateresponse.com)




Copyright 2006
PBC Relevance
    The PBC Model introduces a new scholar-practitioner model to the field of
     professional coaching. This research explored an approach to professional coaching
     based on the practice of present-moment awareness and attention, here referred to
     simply as Presence.

    While this model aims to contribute a new, distinct model to the empirical coaching
     literature, it is also believed to be a model relevant to all coaches, regardless of his
     or her coaching orientation. Presence is often taught as a basic coaching skill in
     many coaching training programs, however, emphasizing the practice of Presence as
     a core focus and specific methodology makes this model unique.

    This research aims to broaden the foundational theories supporting the coaching
     profession by introducing a counter-intuitive strategy to effectiveness and goal-
     attainment characterized as non-action, or Presence. Specifically, the inclusion of
     Taoist philosophy as a foundational component of the PBC invites transpersonal
     philosophy into the discussion as the coaching profession continues to develop and
     explore strategies for human change and possibility.



Copyright 2006
Theories related to PBC
 Presence
 Flow
 Mindfulness
 Taoism




Copyright 2006
Presence
    Definition:

     1. Being there: The quality of being physically and psychologically available and attentive to what
     is occurring in the present-moment.

     2. For purposes of this study, Presence is defined as one’s quality of relating to the here and now,
     or present-moment.

     3. Existential psychologist James Bugental (1987) articulates Presence in a way most relevant to
     this coaching study. According to Bugental, Presence:
             • calls our attention to how genuinely and completely a person is in a situation rather than
               standing apart from it as observer, commentator, critic, or judge . . . . Presence is a
               name for the quality of being in a situation or relationship in which one intends at a
               deep level to participate as fully as she is able. Presence is expressed through
               mobilization of one’s sensitivity- both inner (to the subjective) and outer (to the situation
               and the other person(s) in it)—and through bringing into action one’s capacity for
               response. (p. 26-27)




Copyright 2006
Presence in the Psychological Literature
Helping Professions                              Virtual Reality
psychotherapy, nursing, pastoral                 (tele) presence
   counseling, medicine

   Anatomy of Presence:                            Anatomy of Presence
                                                     3 Layers of Presence- Evolutionary
    Physical Presence -Existence/Attendance          model based on Nervous System:
    Psychological Presence - Availability            proto, core, extended presence
    (Attention & Awareness - the Contents of         3 Dimensions of Presence: Subjective
    Consciousness)                                   experience of Presence: personal,
                                                     social, environmental
   Qualities/Levels of Presence
          • determines the quality of               Qualities/Levels of Presence
            interpersonal contact;                         • efficacy and evaluation based
                                                             on the “potential to engender
          • used to describe the quality of                  a high degree of presence in
            exemplary, effective practitioners               the user for each specific
                                                             application” (Wiederhold &
                                                              application” (Wiederhold
                                                             Wiederhold, 2005)
                                                              Wiederhold,
Copyright 2006
Levels of Presence
    John Welwood (2000), transpersonal psychologist, author, and Buddhist
     practitioner, also examines levels of Presence:
       1. Unconscious, pre-reflective immersion in our experience (identification)
       2. Thinking and talking about Presence (conceptual reflection)
       3. Having our experience directly (phenomenological reflection)
       4. Non-identified witnessing (mindfulness)
       5. Being-present with experience (unconditional Presence)
       6. Trans-reflective resting in open presence within whatever arises, which is no other other than
           pure Being (self-liberation)



    Charles Tart (1994) “Thinking about being present is not doing it” (p. 87).
     Language and description are no substitute for the experience:
           Actually being present is not the same thing as describing it or thinking about it. I use the
            global word sensing, for example, to describe feeling your arms and legs, but it is not as if
            there is a simple sensation in your arms and legs. There is a whole complex, changing
            pattern of things. What you see also changes all the time, and what you hear changes all the
            time. (p. 88)


Copyright 2006
Presence in Action Models
    Stephen McPhee, M.D. (2005) (Medicine)
     Presence - our connection, engagement, relationship with the client;
     making one’s “whole being felt.” (time as “a filled present”)
           Availability (giving: at one’s disposal)
                                     one’
           Listening (silence; deeper currents below the surface)
           Exchange (understanding & acceptance)
           Reflection (silence & stillness)


    Senge, Scharmer, Jaworski, Flowers (2004) (OD)
     Presence - a state of “letting come”
           Suspension (observe, observe, observe)
           Redirection (retreat & reflect; inner knowing)
           Letting-Go (act swiftly, with a natural flow)




Copyright 2006
Present moment action - Flow
    Associated with enhanced performance: primary subjects of Flow research were
     exceptional athletes, artists, etc.

    Flow - (Csikszentmihalyi) present-moment absorption; Actions, thoughts, emotions in
     concert.

    Encouraging Flow:
       Facilitators to Flow:
          • Entering Flow State (interest, enjoyment, self-efficacy)
          • Remaining Flow State (clear proximal goals, emergent motivation
            (concentration), & immediate feedback)
       Obstacles to Flow: (over-challenge, under-challenge, no relaxation)
       Challenge/Skill Balance

    Flow caveats: Flow happens with destructive behavior as well: loss of greater field of
     awareness (other)


Copyright 2006
Present moment action- Mindfulness
    Associated with enhanced performance

    Mindfulness intentional practice; broad field of awareness and all its contents.

    From identified/unconscious to aware/conscious
           • waking up vs... trapped in rigid mind-sets, oblivious to context or
             perspective, governed by rule and routine.

    Research 1974 (health, business, education, psychology, politics, etc.; Langer,
     2002). Mindfulness Based Stress Reduction (MBSR) program in 1979 a way to bring
     this “consciousness discipline” into a context “free of religious, cultural, and
     ideological factors” (Kabat-Zinn, 2003, p. 149).

    Mindfulness Practices to Increase Awareness: contribution to PBC
        Sensing, Looking, Listening Exercise: Charles Tart: Living the Mindful Life


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Present-Moment (non)Action: Taoism
    Chinese Philosophy: Two complimentary aspects of human life in the later Chinese tradition:
           Taoism (private, natural & spontaneous) in contrast to
           Confucianism (public, conformist, & intellectual)

    Taoism - Lao-tzu (Lao-’old’; tzu- ‘master’ (old master) (Master Lao); author uncertain
                      (Lao-’ old’       master’

    Taoism speaks of the ineffable in a secular manner, taking natural world for it’s imagery. An
                                                                                    it’
     intuitive understanding of the order of the natural world. Power lies with him who understands the
     principles of nature.

           Tao - the Way- the spontaneous natural order, ‘that which is naturally so.”
                                                                                    so.”
            (heaven is counterpart to earth, but both are preceded by the Way) “Man models
            himself on earth, earth on heaven, heaven on the way, and the way on that
            which is naturally so” (Tao Ching #69, p. 73).
                               so”
           Te - virtue or power- the inherent force or movement of the natural world
           Wu-wei - ‘taking no action’ - there is no ‘action’ which is not spontaneous. (Being
                                 action’               action’
            in the Natural Flow)

    Different approach to Success or Productivity: “Inferior is superior, low not high.” A Taoist
                                                                                   high.”
     approach to action is defined as Wu-wei, where one experiences both “supreme relaxation” and
                                                                                          relaxation”
     “supreme activity” simultaneously, achieved by being in the natural flow of the universe.
                activity”

Copyright 2006
PBC Process
       I do not really know what enlightenment is, but I do know that it is possible to become more
           present to what really goes on and to find a subtle, but very important, kind of pleasure in
           living more in the present. (Charles Tart, Living the Mindful Life, p. 82)
                                                                         Life,




 STOP- (meta-cognition moment)
 OBSERVE- (Mindfulness meditation to get present)
 ALIGN-                intention (unique for each individual)

 ALLOW-Tao (respond in natural way)



Copyright 2006
Methodology
    Qualitative Research Design
     (open-ended questions submitted in weekly reflection papers)

       1. How do participants experience and practice Presence in relation to goal-
          directed, everyday activity? To describe the process or experience of
          individuals as they implement the PBC Model, or Presence in Action.
       2. What are the outcomes or effects of the practice of Presence? Goal: To describe
          the outcomes or effects, I.e. does the PBC model support one’ ability to
                             effects,                                 one’
          accomplish or execute goals, and if it does, how does it support goal-attainment?


    Quantitative Pilot Instrument
     360-degree feedback survey (self and outside observers)



Copyright 2006
Sample
    Entrepreneur
      “a person who undertakes or controls a business or enterprise and bears
         the risk of profit or loss”

    SCREENING: PBC Agreement for “right fit”

    Who are they
       28-48, mean 33yrs.; education: College 8, MA 5, MD 1; 8 female 6
        male: 7 w/ family
       14 entrepreneurs (9 full-time; 5 employed & part-time) working in
        telecommunications, medicine, wellness, mortgage banking, real estate
        development, pond design, flower/gift retail store, software design,
        education)
       History (8 coaching experience; 10 therapy exp.; 12 introspective exp)
       Life Conditions; transitions, high responsibility, dreams & “vision”

Copyright 2006
PBC 6-week Program
Flow Assessment: PLANNING: (goals)
Many participants changed their goals after beginning the program. Goals included the following:

    Goal that stayed the same: To sign a platform licensing deal. Over the course of the coaching the
                                   T
     nature of the contract that I was working to sign changed, but the goal to sign a contract did not
     change.

    Changed goal: I would like to increase the success & profitability of my business, thus relieving
     the pressure/stress/fear of going ‘under’. My new stretch goal was to reduce my stress and
     increase my sense of well-being.

    A goal that stayed same but had different meaning for the study participant:
     My original goal for the words are the same – yet the meaning is entirely different! Goal as of
     November 29, 2005: Measurable increase in my entrepreneurial standing as a leader in my
     professional field … by generating $65,000 in the year 2006 through passive and active income
     from these entities. In addition, I had 2 very structured objectives which soon became not
     applicable as my new and improved goal became: To define myself as a leader. To know who I
     am as a leader while allowing the creative renegade to have her day in the sun. This goal was
     about finding balance, lightness, authenticity, fluidity, efficiency – and honesty.


Copyright 2006
Week 1
Session          1. LEVEL 1 INTERVENTION: Cognitive reflection: what would it mean for you to
                 become more present- I.e. increase your quality of relating- to self, other, and work?
Content          2. Noticing: Alan Sieler’s “Way of Being” (13/14)
                                   Sieler’          Being”
                 Example: Troy was “overwhelmed.”
                                       overwhelmed.”
                 Body-tense, stomach
                 Mood- fairly calm
                 Language- “What’s next! What’s next! What’s next!- (rapidly)
                               What’         What’        What’


                 Notice level of Presence to Self: Notice quality of the conversation running in your
Sample           head: “What’s next/x/x/x !”
                        What’             !”
Practice         Presence to Work: focus on one thing vs.. multi-tasking (the next 5 things)

Outcomes         1. Insight (11): “Not always is actual action real movement.” [Troy];
                                                                      movement.”
                     “…I noticed that I don’t give people the amount of time they need to talk. My pause
                     “…I                don’
(group)                  in conversation isn’t long enough. If I let the pause be longer, people open up
                                          isn’
                         more. Great realization since this is what I do for a living.”
                                                                               living.”
                     “I see that I am involved in a cycle of procrastination and rushing. There is
                         suspense in this and I think I like that…but I see how it hurts me and others
                                                             that…
                         who have to rush around too.”
                                                    too.”
                 2. Happy (6): “I enjoyed myself and found new and more time efficient solutions
                         during the week too!”
                                           too!”
                     “…felt more happier, relaxed, assertive than usual.”
                     “…felt                                           usual.”
                 3. Calm (5): “I have been using this at moments when I start to feel overwhelmed and
                         it resets me to a more calm baseline.” [Troy]
                                                      baseline.”




Copyright 2006
Week 2- Learning SOAA
 Session         1. LEVEL II INTERVENTION: phenomenological experience: implementation and
                       experimentation= Presence
 Content         2. Session Meditation: Sensing, Looking, Listening (Charles Tart, 1994).
                       “new, more sensitive”; “good, challenging, felt on the ball, could concentrate
                                    sensitive”
                       on multiple things, didn’t have to abandon one, relaxed”; “effort, kind of wild, so
                                            didn’                        relaxed”
                       many things I was noticing than I noticed before…”’ extremely calming, feeling
                                                                   before…”’
                       of just being here, just existing””sharper”
                                                existing””sharper”

 Sample          (Mindfulness) Practice each day in silence (5 min.)
                 (SOAA) Practice in Action: Stop, Observe (meditation), Align (unique for each), Allow
 Practice
 Outcomes        1. Difficult (7): “I am not very good at the presence drill. Try as I might, I was unable
 (group)         to do this while doing something else. When I tried to do this in the middle of other
                 things, I just could not pull it together. I think I need more practice.”
                                                                                practice.”
                 2. Focus (7): “A short mental exercise can help ‘bring me into the moment’ whenever I
                                                                                        moment’
                 want to elevate my concentration/productivity level in whatever I happen to be doing
                 at the time. [I] found my mind wandered less, my distraction decreased, and I became
                 more efficient.”
                        efficient.”
                 3. Communication (6): “I think that being present in my conversations made a hug
                 difference to the people I was speaking to. I have gotten into the habit of half paying
                 attention and thinking about other things. I had some very positive reactions from
                 others during conversations in which I was fully involved. I tried to give my full
                 attention to others when we were speaking, rather than try to multitask and not really
                 be in the conversation.”
                            conversation.”

Copyright 2006
SOAA process
    SOAA (Stop, Observe, Align, & Allow practiced modified by participants):

           Lay back; feel everything; sense everything; breathing: “here I am…this is me…”
                                                                                am…          me…”
           “The result of slowing down and centering is almost the same thing.”
                                                                               thing.”
           “Slow…Notice…Feel”
             Slow…Notice…Feel”
           “Readjusted practice: ask question first (align first) ‘what is essential in this
            moment?’”
            moment?’”
           “Later I tried starting with all of them at once, attention to hands, feet, ears, eyes.
            It seemed as though I could bring myself into the present more quickly and for
            longer that way.”
                         way.”
           “Reigning myself in (getting back in my body, hearing through my ears, seeing
            through eyeballs, sensing through body); finding stillness and satisfaction;
            noticing (w/out judgment and not having to say or do anything about it).”  it).”
           “Cachitada de Elizabeth”- white glove slap in the face. (a wake-up)
                             Elizabeth”



Copyright 2006
SOAA example
    “For example, on New Yearʼs Eve, my best friend called me at the last minute and
                               Yearʼ
     said she wouldnʼt make it to my party – to which many of her friends were coming –
               wouldnʼ
     because she was not feeling well. I was talking to her on the phone, and I found
     myself being upset and rude to her because of my frustration with the situation. I did
     stop myself (mid-sentence!), observed that I was putting a negative assessment on
     the situation (unfairly), aligned with the facts (this situation is what IS, and I can
     choose to be mad and negative or just enjoy the night without my friend), and finally
     allowed the night to unfold the way it did – in a great way! I know this is not
     particularly goal-related, but itʼs the most vivid situation I can remember in applying
                                     itʼ
     this practice.”
          practice.”




Copyright 2006
Week 3-Integration
Session          Feedback & Integration: sessions 3-6 were spent deepening and applying the
                      practice to their professional & personal lives.
Content
Sample           Client created goal: “I am working on actually feeling what I am feeling rather than
Practice         avoiding it and acting a different way.”
                                                    way.”

Outcomes         1. Acceptance (11): “I have been back at work for a few days and have been present
(group)                  to the things that are a mess or the things I am not handling properly but I am
                         not judging myself for those things. I am merely chipping away at them and
                         thinking how good it will feel when I have everything more ‘in order’.”
                                                                                          order’
                 2. Insight (12): “Now that I’m formally defining what ‘enough’ is, I think that these
                                               I’                       enough’
                         work-related ‘distractions’ are an important part of work tasks that need to be
                                         distractions’
                         done and therefore need to be included in figuring out what is ‘enough’.”
                                                                                           enough’
                 3. Negative (9): “I walked out of a conversation when my dad began railing against
                         my beliefs…I decided that instead of arguing, or feeling like crap, I was just
                             beliefs…
                         going to leave. Now I know this isn’t a healthy long term option for a dealing
                                                          isn’
                         mechanism but I felt much better within minutes.” (see communication
                                                                   minutes.”
                         outcome in Week 5)
                 4. Intentional (9): “I accomplished the things that were more important to complete
                         during the week, specifically I do more acting, and less reacting.”
                                                                                   reacting.”




Copyright 2006
Week 4- Integration
Session          Conversations: Emotional Intelligence, Time management, Free-time & Relaxation,
                        values, who do I want to be?, Allowing vs.. forcing, Limits; Commitment;
Content                 Money; Leadership; Authenticity; Balance; Grounding Assessments (Pam
                        Weiss & Integral Coaching); Relationship Building; Self-Care
                 Quality of Relating (Presence) Progress: Self, Other, and Work

                 ‘Notice’ or self-awareness practices continued (21)
                  Notice’
Sample           ‘Being with’ or inquiring into ‘what is true right now’ (13)
                         with’                                      now’
Practice         Attitude practice, ex: “punitive vs.. fluidity, generosity, & lightness”
                                                                               lightness”
                 Aligning w/ intention: learn, kindness, engage, focus, quality, etc.
                 Scheduling more Free-time
Outcomes         1. Insight (11): “ …pausing and mindfulness create opportunities for better
                         relationships- particularly with self. I am finding that I am more and more
(group)                  responsible for the quality of my relationships.”
                                                             relationships.”
                 2. Acceptance (6): “When I was in pain and starting to get scared that my illness had
                         returned with a vengeance I stopped, got present, and surrendered to the pain.
                         Just accepting took the suffering away- and suffering is much worse than
                         pain.”
                         pain.”
                 3. Negative (5): “There were two moments in particular, where I was asked what I do,
                         and instead of doing my [mental] practice, I resisted, did the SOAA practice,
                         and observed and allowed myself to fumble and hesitate. It was
                         uncomfortable, for sure.” (see insight outcome Week 5)
                                              sure.”
                 4. Intentional (5): “I noticed that I am not so quick to jump into business gigs- I noticed
                         that a natural feeling of selectivity is occurring.”
                                                                  occurring.”




Copyright 2006
Week 5- Integration
Content          Same- integrating into other areas of life, e.g. relationships.

Practice         same

Outcomes         1. Insight (9): “It was interesting to see the old [mental] practice as a way of ‘being
                         Superman’ and the new practice of presence as a way of strengthening Clark
                         Superman’
(group)                  Kent. What it means is that it’s a lot easier to be in a natural state and just be
                                                        it’
                         who I am in that moment, and not have to worry about turning into someone
                         else, or trying to come from a specific place of my persona. It’s easier to relate
                                                                                          It’
                         as a more whole being.”
                                             being.”
                 2. Communication (7): “I am much more willing to do things, make the not-so-fun calls
                         at work, talk with people in my family about issues that come up, whatever. My
                         fear of these situations is diminishing.”
                                                      diminishing.”
                 3. Limits (6): “Being more available makes me less available.”
                                                                          available.”
                     “I noticed with the re-engagement with work that I feel “finished” and ready to
                                                                                 finished”
                         leave my home office by about 6-6:30 pm- after having started the day at 8:45-
                         9 am. I noticed that I have taken a lunch- which allowed me an opportunity to
                         set a bit of structure to the morning and “replenish” around mid day.”
                                                                      replenish”              day.”
                 4. Negative (6): I observed a peak in anxiety this week- old thoughts and feeling of
                         inadequacy and with these thoughts, wanting to launch out into some other
                         industry- and delighted in the potential distraction…I acknowledged that this is
                                                                    distraction…
                         coping mechanism that leads to procrastination.




Copyright 2006
Week 6- Wrap-Up
Content          More information: Emotional Intelligence, etc.
                 Continue/Incorporate
                 Examined changes in Presence, or quality of relating, to self, others, and work.
                 Feedback
Practice
Outcomes         SELF general (meta-cognition) (51): acceptance (36), calm (25), more aware (24),
(group)          focus (23), wholeness (23), limits (19), non-attached (15), relax (14), centered (12),
                 confident (13), creativity (13), less stress (12), taking time (11), authenticity (10),
                 honesty (10), engagement (9), less avoidance (9)
Changes in
quality of       INSIGHT (63), intentional (33), clarity (26), perceive differently (16),
relating to      EMOTION general (70), fear (41), worry/anxiety (18), doubt (13), guilt/shame (12),
self, other,     happy (16),
and work         BODY general (44), energy (9), sleep (9)

                 OTHERS (119): communication (26), availability (16), differentiation (8)
                 WORK (67): productive (20) efficiency (10), effective (6), leadership (6)

                 MISC.
                 NEGATIVE (30): discomfort (22), confusion (8), conflict (6), vulnerable (4)
                 TAO (21): just be now (23); effortlessness (20), silence/stillness (18), what IS or what
                 is true (11) non-judgment (8), void/nothingness (7), subtle (5)


Copyright 2006
Change Summary
                 Self                            Other                               Work

Slow  down- intentional            Communicate                        New  approach
New approach to work:              Engage                             Re-engage
joy, energy, less effort            Less avoidance                     focus
Wholeness                          Less reactivity
Emotional Intelligence             Risk-authenticity &
Get support                        honesty
 Focus


                                                    Example
   “I practiced the mindfulness (observing) while in various professional board meetings. In one
   particular situation, after discussion, I voiced objection and voted contrary to the rest of the group
   on one very dicey matter – an occurrence that does not happen often with this particular group of
   professionals. It felt both adventuresome and liberating to clearly define my views in calm and well
   articulated way, while not taking it personally that others did not vote on the issue the same way.

   I noticed that when clearly provoked by peers, I remained non-entwined – participating in a
   discussion, but not so easily caught up in the underpinning, negative pieces. A calmness allowed
   me to remain more objective and less bogged down. This is a good leadership quality to have.”
Copyright 2006
360-degree feedback instrument
4 (10-item) scales: 40-items
 Mindfulness: “…is attentive to the physical environment around
   him/her.”
 Flow: “…stretches his/her capacities by taking on challenges that
   stretch his/her existing skills without overwhelming him/herself.”
 Presence: “…is accessible and available. He/she is approachable
   and generous with his/her time when requested.”
 Taoism: “…seems to have good timing. He/she is both patient and
   spontaneous and this results in positive outcomes.”

5 point Likert Scale: 1= needs improvement, 2= could benefit from
   development, 3= is capable and demonstrates effectiveness in this
   area, 4= is a role model, 5= don’t know/not applicable

Copyright 2006
360-degree feedback instrument
Correlations for Scales: (Standardized Cronbach Coefficient Alpha)
  Mindfulness: 0.71; Flow: 0.77; Presence: 0.69; Taoism: 0.72
  (indicates scales well-constructed- anything over .6 good)

Pre/Post test; t-tests for all items;
   Self raters: 15 pre-13 post
   9 items out of 40 sig. changes in means from pre to post test
   Mindfulness (p<.05); Flow (p<.05); Tao (p<.05)

     Other raters: 69 pre-36 post
     15 items out of 40 (8 @ p<.01) sig. changes in means from pre to
     post test: Mindfulness (p<.01); Flow (p<.01); Tao (p<.01); Total
     (p<.05).

Copyright 2006
Does Practicing Presence make a difference?

    Study suggests that practicing presence can influence both what we
     do and how we do it.

     (a) the PBC model facilitates a relatively predictable growth process,
     (b) affects the personal and professional relationships of clients, and
     (c) supports differentiation, or authenticity, which may affect one’s goal attainment
                                                                     one’
            strategies or value system in general.


    Next Steps: Refinement of Model & Replication of Study; Validation
     of 360.




Copyright 2006
Next Steps
    Theoretical / Conceptual Materials of Presence
           Anatomy of Presence
           Additional language to support learning process:
                 • Ex: “Crystallizing intent, prototyping, rediscovering one’s
                   purpose, staying connected to the many possibilities
                   generated, synchronicity” (Senge, Scharmer, Jaworski, Flowers,
                   2004)

    Focus on emerging present (action/allowing
     outcomes vs.. existential) - coaching purpose


Copyright 2006

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Presence-Based Coaching study summary 2006

  • 1. Presence-Based Coaching® The Practice of Presence in Relation to Goal-Directed Activity http://www.internationalcoachfederation.com/includes/docs/108- http://www.internationalcoachfederation.com/includes/docs/108- PresenceBasedCoachingDissertation.pdf PresenceBasedCoachingDissertation.pdf Copyright 2006
  • 2. PBC study objectives: 1. Introduce the Presence-Based Coaching Model. 2. Evaluate the outcomes of PBC implemented by sample of entrepreneurs: formative study to discover the outcomes of practicing Presence in relation to goal-directed activity: Presence + Intention. 3. Introduces new outcome measure: 360-feedback Survey Copyright 2006
  • 3. Coaching  Coaching is a profession that supports individuals in actualizing their potential by becoming “flexible learners, capable of adapting to an increasing array of unexpected events and circumstances” (Sieler, 2003, p. 2). Specifically, professional coaches develop and deliver customized learning programs relevant to their client’s immediate needs which results in “immediate and tangible benefits” (p. 3). Coach and author, Robert Hargrove (1999), defines a coach as a person adept at “unleashing the human spirit and expanding people’s capacity to achieve, stretch his or her goals, and bring about real change” (p. 6). Coaching is a form of Positive Psychology: the result is the accomplishment of goals and the building of competencies (Seligman, 2002).  A monk asked the teacher Yun Men: What is the teaching of an entire lifetime? Yun Men replied: An Appropriate Response. (www.appropriateresponse.com) Copyright 2006
  • 4. PBC Relevance  The PBC Model introduces a new scholar-practitioner model to the field of professional coaching. This research explored an approach to professional coaching based on the practice of present-moment awareness and attention, here referred to simply as Presence.  While this model aims to contribute a new, distinct model to the empirical coaching literature, it is also believed to be a model relevant to all coaches, regardless of his or her coaching orientation. Presence is often taught as a basic coaching skill in many coaching training programs, however, emphasizing the practice of Presence as a core focus and specific methodology makes this model unique.  This research aims to broaden the foundational theories supporting the coaching profession by introducing a counter-intuitive strategy to effectiveness and goal- attainment characterized as non-action, or Presence. Specifically, the inclusion of Taoist philosophy as a foundational component of the PBC invites transpersonal philosophy into the discussion as the coaching profession continues to develop and explore strategies for human change and possibility. Copyright 2006
  • 5. Theories related to PBC  Presence  Flow  Mindfulness  Taoism Copyright 2006
  • 6. Presence  Definition: 1. Being there: The quality of being physically and psychologically available and attentive to what is occurring in the present-moment. 2. For purposes of this study, Presence is defined as one’s quality of relating to the here and now, or present-moment. 3. Existential psychologist James Bugental (1987) articulates Presence in a way most relevant to this coaching study. According to Bugental, Presence: • calls our attention to how genuinely and completely a person is in a situation rather than standing apart from it as observer, commentator, critic, or judge . . . . Presence is a name for the quality of being in a situation or relationship in which one intends at a deep level to participate as fully as she is able. Presence is expressed through mobilization of one’s sensitivity- both inner (to the subjective) and outer (to the situation and the other person(s) in it)—and through bringing into action one’s capacity for response. (p. 26-27) Copyright 2006
  • 7. Presence in the Psychological Literature Helping Professions Virtual Reality psychotherapy, nursing, pastoral (tele) presence counseling, medicine  Anatomy of Presence:  Anatomy of Presence 3 Layers of Presence- Evolutionary Physical Presence -Existence/Attendance model based on Nervous System: Psychological Presence - Availability proto, core, extended presence (Attention & Awareness - the Contents of 3 Dimensions of Presence: Subjective Consciousness) experience of Presence: personal, social, environmental  Qualities/Levels of Presence • determines the quality of  Qualities/Levels of Presence interpersonal contact; • efficacy and evaluation based on the “potential to engender • used to describe the quality of a high degree of presence in exemplary, effective practitioners the user for each specific application” (Wiederhold & application” (Wiederhold Wiederhold, 2005) Wiederhold, Copyright 2006
  • 8. Levels of Presence  John Welwood (2000), transpersonal psychologist, author, and Buddhist practitioner, also examines levels of Presence: 1. Unconscious, pre-reflective immersion in our experience (identification) 2. Thinking and talking about Presence (conceptual reflection) 3. Having our experience directly (phenomenological reflection) 4. Non-identified witnessing (mindfulness) 5. Being-present with experience (unconditional Presence) 6. Trans-reflective resting in open presence within whatever arises, which is no other other than pure Being (self-liberation)  Charles Tart (1994) “Thinking about being present is not doing it” (p. 87). Language and description are no substitute for the experience:  Actually being present is not the same thing as describing it or thinking about it. I use the global word sensing, for example, to describe feeling your arms and legs, but it is not as if there is a simple sensation in your arms and legs. There is a whole complex, changing pattern of things. What you see also changes all the time, and what you hear changes all the time. (p. 88) Copyright 2006
  • 9. Presence in Action Models  Stephen McPhee, M.D. (2005) (Medicine) Presence - our connection, engagement, relationship with the client; making one’s “whole being felt.” (time as “a filled present”)  Availability (giving: at one’s disposal) one’  Listening (silence; deeper currents below the surface)  Exchange (understanding & acceptance)  Reflection (silence & stillness)  Senge, Scharmer, Jaworski, Flowers (2004) (OD) Presence - a state of “letting come”  Suspension (observe, observe, observe)  Redirection (retreat & reflect; inner knowing)  Letting-Go (act swiftly, with a natural flow) Copyright 2006
  • 10. Present moment action - Flow  Associated with enhanced performance: primary subjects of Flow research were exceptional athletes, artists, etc.  Flow - (Csikszentmihalyi) present-moment absorption; Actions, thoughts, emotions in concert.  Encouraging Flow:  Facilitators to Flow: • Entering Flow State (interest, enjoyment, self-efficacy) • Remaining Flow State (clear proximal goals, emergent motivation (concentration), & immediate feedback)  Obstacles to Flow: (over-challenge, under-challenge, no relaxation)  Challenge/Skill Balance  Flow caveats: Flow happens with destructive behavior as well: loss of greater field of awareness (other) Copyright 2006
  • 11. Present moment action- Mindfulness  Associated with enhanced performance  Mindfulness intentional practice; broad field of awareness and all its contents.  From identified/unconscious to aware/conscious • waking up vs... trapped in rigid mind-sets, oblivious to context or perspective, governed by rule and routine.  Research 1974 (health, business, education, psychology, politics, etc.; Langer, 2002). Mindfulness Based Stress Reduction (MBSR) program in 1979 a way to bring this “consciousness discipline” into a context “free of religious, cultural, and ideological factors” (Kabat-Zinn, 2003, p. 149).  Mindfulness Practices to Increase Awareness: contribution to PBC  Sensing, Looking, Listening Exercise: Charles Tart: Living the Mindful Life Copyright 2006
  • 12. Present-Moment (non)Action: Taoism  Chinese Philosophy: Two complimentary aspects of human life in the later Chinese tradition:  Taoism (private, natural & spontaneous) in contrast to  Confucianism (public, conformist, & intellectual)  Taoism - Lao-tzu (Lao-’old’; tzu- ‘master’ (old master) (Master Lao); author uncertain (Lao-’ old’ master’  Taoism speaks of the ineffable in a secular manner, taking natural world for it’s imagery. An it’ intuitive understanding of the order of the natural world. Power lies with him who understands the principles of nature.  Tao - the Way- the spontaneous natural order, ‘that which is naturally so.” so.” (heaven is counterpart to earth, but both are preceded by the Way) “Man models himself on earth, earth on heaven, heaven on the way, and the way on that which is naturally so” (Tao Ching #69, p. 73). so”  Te - virtue or power- the inherent force or movement of the natural world  Wu-wei - ‘taking no action’ - there is no ‘action’ which is not spontaneous. (Being action’ action’ in the Natural Flow)  Different approach to Success or Productivity: “Inferior is superior, low not high.” A Taoist high.” approach to action is defined as Wu-wei, where one experiences both “supreme relaxation” and relaxation” “supreme activity” simultaneously, achieved by being in the natural flow of the universe. activity” Copyright 2006
  • 13. PBC Process I do not really know what enlightenment is, but I do know that it is possible to become more present to what really goes on and to find a subtle, but very important, kind of pleasure in living more in the present. (Charles Tart, Living the Mindful Life, p. 82) Life,  STOP- (meta-cognition moment)  OBSERVE- (Mindfulness meditation to get present)  ALIGN- intention (unique for each individual)  ALLOW-Tao (respond in natural way) Copyright 2006
  • 14. Methodology  Qualitative Research Design (open-ended questions submitted in weekly reflection papers) 1. How do participants experience and practice Presence in relation to goal- directed, everyday activity? To describe the process or experience of individuals as they implement the PBC Model, or Presence in Action. 2. What are the outcomes or effects of the practice of Presence? Goal: To describe the outcomes or effects, I.e. does the PBC model support one’ ability to effects, one’ accomplish or execute goals, and if it does, how does it support goal-attainment?  Quantitative Pilot Instrument 360-degree feedback survey (self and outside observers) Copyright 2006
  • 15. Sample  Entrepreneur “a person who undertakes or controls a business or enterprise and bears the risk of profit or loss”  SCREENING: PBC Agreement for “right fit”  Who are they  28-48, mean 33yrs.; education: College 8, MA 5, MD 1; 8 female 6 male: 7 w/ family  14 entrepreneurs (9 full-time; 5 employed & part-time) working in telecommunications, medicine, wellness, mortgage banking, real estate development, pond design, flower/gift retail store, software design, education)  History (8 coaching experience; 10 therapy exp.; 12 introspective exp)  Life Conditions; transitions, high responsibility, dreams & “vision” Copyright 2006
  • 16. PBC 6-week Program Flow Assessment: PLANNING: (goals) Many participants changed their goals after beginning the program. Goals included the following:  Goal that stayed the same: To sign a platform licensing deal. Over the course of the coaching the T nature of the contract that I was working to sign changed, but the goal to sign a contract did not change.  Changed goal: I would like to increase the success & profitability of my business, thus relieving the pressure/stress/fear of going ‘under’. My new stretch goal was to reduce my stress and increase my sense of well-being.  A goal that stayed same but had different meaning for the study participant: My original goal for the words are the same – yet the meaning is entirely different! Goal as of November 29, 2005: Measurable increase in my entrepreneurial standing as a leader in my professional field … by generating $65,000 in the year 2006 through passive and active income from these entities. In addition, I had 2 very structured objectives which soon became not applicable as my new and improved goal became: To define myself as a leader. To know who I am as a leader while allowing the creative renegade to have her day in the sun. This goal was about finding balance, lightness, authenticity, fluidity, efficiency – and honesty. Copyright 2006
  • 17. Week 1 Session 1. LEVEL 1 INTERVENTION: Cognitive reflection: what would it mean for you to become more present- I.e. increase your quality of relating- to self, other, and work? Content 2. Noticing: Alan Sieler’s “Way of Being” (13/14) Sieler’ Being” Example: Troy was “overwhelmed.” overwhelmed.” Body-tense, stomach Mood- fairly calm Language- “What’s next! What’s next! What’s next!- (rapidly) What’ What’ What’ Notice level of Presence to Self: Notice quality of the conversation running in your Sample head: “What’s next/x/x/x !” What’ !” Practice Presence to Work: focus on one thing vs.. multi-tasking (the next 5 things) Outcomes 1. Insight (11): “Not always is actual action real movement.” [Troy]; movement.” “…I noticed that I don’t give people the amount of time they need to talk. My pause “…I don’ (group) in conversation isn’t long enough. If I let the pause be longer, people open up isn’ more. Great realization since this is what I do for a living.” living.” “I see that I am involved in a cycle of procrastination and rushing. There is suspense in this and I think I like that…but I see how it hurts me and others that… who have to rush around too.” too.” 2. Happy (6): “I enjoyed myself and found new and more time efficient solutions during the week too!” too!” “…felt more happier, relaxed, assertive than usual.” “…felt usual.” 3. Calm (5): “I have been using this at moments when I start to feel overwhelmed and it resets me to a more calm baseline.” [Troy] baseline.” Copyright 2006
  • 18. Week 2- Learning SOAA Session 1. LEVEL II INTERVENTION: phenomenological experience: implementation and experimentation= Presence Content 2. Session Meditation: Sensing, Looking, Listening (Charles Tart, 1994). “new, more sensitive”; “good, challenging, felt on the ball, could concentrate sensitive” on multiple things, didn’t have to abandon one, relaxed”; “effort, kind of wild, so didn’ relaxed” many things I was noticing than I noticed before…”’ extremely calming, feeling before…”’ of just being here, just existing””sharper” existing””sharper” Sample (Mindfulness) Practice each day in silence (5 min.) (SOAA) Practice in Action: Stop, Observe (meditation), Align (unique for each), Allow Practice Outcomes 1. Difficult (7): “I am not very good at the presence drill. Try as I might, I was unable (group) to do this while doing something else. When I tried to do this in the middle of other things, I just could not pull it together. I think I need more practice.” practice.” 2. Focus (7): “A short mental exercise can help ‘bring me into the moment’ whenever I moment’ want to elevate my concentration/productivity level in whatever I happen to be doing at the time. [I] found my mind wandered less, my distraction decreased, and I became more efficient.” efficient.” 3. Communication (6): “I think that being present in my conversations made a hug difference to the people I was speaking to. I have gotten into the habit of half paying attention and thinking about other things. I had some very positive reactions from others during conversations in which I was fully involved. I tried to give my full attention to others when we were speaking, rather than try to multitask and not really be in the conversation.” conversation.” Copyright 2006
  • 19. SOAA process  SOAA (Stop, Observe, Align, & Allow practiced modified by participants):  Lay back; feel everything; sense everything; breathing: “here I am…this is me…” am… me…”  “The result of slowing down and centering is almost the same thing.” thing.”  “Slow…Notice…Feel” Slow…Notice…Feel”  “Readjusted practice: ask question first (align first) ‘what is essential in this moment?’” moment?’”  “Later I tried starting with all of them at once, attention to hands, feet, ears, eyes. It seemed as though I could bring myself into the present more quickly and for longer that way.” way.”  “Reigning myself in (getting back in my body, hearing through my ears, seeing through eyeballs, sensing through body); finding stillness and satisfaction; noticing (w/out judgment and not having to say or do anything about it).” it).”  “Cachitada de Elizabeth”- white glove slap in the face. (a wake-up) Elizabeth” Copyright 2006
  • 20. SOAA example  “For example, on New Yearʼs Eve, my best friend called me at the last minute and Yearʼ said she wouldnʼt make it to my party – to which many of her friends were coming – wouldnʼ because she was not feeling well. I was talking to her on the phone, and I found myself being upset and rude to her because of my frustration with the situation. I did stop myself (mid-sentence!), observed that I was putting a negative assessment on the situation (unfairly), aligned with the facts (this situation is what IS, and I can choose to be mad and negative or just enjoy the night without my friend), and finally allowed the night to unfold the way it did – in a great way! I know this is not particularly goal-related, but itʼs the most vivid situation I can remember in applying itʼ this practice.” practice.” Copyright 2006
  • 21. Week 3-Integration Session Feedback & Integration: sessions 3-6 were spent deepening and applying the practice to their professional & personal lives. Content Sample Client created goal: “I am working on actually feeling what I am feeling rather than Practice avoiding it and acting a different way.” way.” Outcomes 1. Acceptance (11): “I have been back at work for a few days and have been present (group) to the things that are a mess or the things I am not handling properly but I am not judging myself for those things. I am merely chipping away at them and thinking how good it will feel when I have everything more ‘in order’.” order’ 2. Insight (12): “Now that I’m formally defining what ‘enough’ is, I think that these I’ enough’ work-related ‘distractions’ are an important part of work tasks that need to be distractions’ done and therefore need to be included in figuring out what is ‘enough’.” enough’ 3. Negative (9): “I walked out of a conversation when my dad began railing against my beliefs…I decided that instead of arguing, or feeling like crap, I was just beliefs… going to leave. Now I know this isn’t a healthy long term option for a dealing isn’ mechanism but I felt much better within minutes.” (see communication minutes.” outcome in Week 5) 4. Intentional (9): “I accomplished the things that were more important to complete during the week, specifically I do more acting, and less reacting.” reacting.” Copyright 2006
  • 22. Week 4- Integration Session Conversations: Emotional Intelligence, Time management, Free-time & Relaxation, values, who do I want to be?, Allowing vs.. forcing, Limits; Commitment; Content Money; Leadership; Authenticity; Balance; Grounding Assessments (Pam Weiss & Integral Coaching); Relationship Building; Self-Care Quality of Relating (Presence) Progress: Self, Other, and Work ‘Notice’ or self-awareness practices continued (21) Notice’ Sample ‘Being with’ or inquiring into ‘what is true right now’ (13) with’ now’ Practice Attitude practice, ex: “punitive vs.. fluidity, generosity, & lightness” lightness” Aligning w/ intention: learn, kindness, engage, focus, quality, etc. Scheduling more Free-time Outcomes 1. Insight (11): “ …pausing and mindfulness create opportunities for better relationships- particularly with self. I am finding that I am more and more (group) responsible for the quality of my relationships.” relationships.” 2. Acceptance (6): “When I was in pain and starting to get scared that my illness had returned with a vengeance I stopped, got present, and surrendered to the pain. Just accepting took the suffering away- and suffering is much worse than pain.” pain.” 3. Negative (5): “There were two moments in particular, where I was asked what I do, and instead of doing my [mental] practice, I resisted, did the SOAA practice, and observed and allowed myself to fumble and hesitate. It was uncomfortable, for sure.” (see insight outcome Week 5) sure.” 4. Intentional (5): “I noticed that I am not so quick to jump into business gigs- I noticed that a natural feeling of selectivity is occurring.” occurring.” Copyright 2006
  • 23. Week 5- Integration Content Same- integrating into other areas of life, e.g. relationships. Practice same Outcomes 1. Insight (9): “It was interesting to see the old [mental] practice as a way of ‘being Superman’ and the new practice of presence as a way of strengthening Clark Superman’ (group) Kent. What it means is that it’s a lot easier to be in a natural state and just be it’ who I am in that moment, and not have to worry about turning into someone else, or trying to come from a specific place of my persona. It’s easier to relate It’ as a more whole being.” being.” 2. Communication (7): “I am much more willing to do things, make the not-so-fun calls at work, talk with people in my family about issues that come up, whatever. My fear of these situations is diminishing.” diminishing.” 3. Limits (6): “Being more available makes me less available.” available.” “I noticed with the re-engagement with work that I feel “finished” and ready to finished” leave my home office by about 6-6:30 pm- after having started the day at 8:45- 9 am. I noticed that I have taken a lunch- which allowed me an opportunity to set a bit of structure to the morning and “replenish” around mid day.” replenish” day.” 4. Negative (6): I observed a peak in anxiety this week- old thoughts and feeling of inadequacy and with these thoughts, wanting to launch out into some other industry- and delighted in the potential distraction…I acknowledged that this is distraction… coping mechanism that leads to procrastination. Copyright 2006
  • 24. Week 6- Wrap-Up Content More information: Emotional Intelligence, etc. Continue/Incorporate Examined changes in Presence, or quality of relating, to self, others, and work. Feedback Practice Outcomes SELF general (meta-cognition) (51): acceptance (36), calm (25), more aware (24), (group) focus (23), wholeness (23), limits (19), non-attached (15), relax (14), centered (12), confident (13), creativity (13), less stress (12), taking time (11), authenticity (10), honesty (10), engagement (9), less avoidance (9) Changes in quality of INSIGHT (63), intentional (33), clarity (26), perceive differently (16), relating to EMOTION general (70), fear (41), worry/anxiety (18), doubt (13), guilt/shame (12), self, other, happy (16), and work BODY general (44), energy (9), sleep (9) OTHERS (119): communication (26), availability (16), differentiation (8) WORK (67): productive (20) efficiency (10), effective (6), leadership (6) MISC. NEGATIVE (30): discomfort (22), confusion (8), conflict (6), vulnerable (4) TAO (21): just be now (23); effortlessness (20), silence/stillness (18), what IS or what is true (11) non-judgment (8), void/nothingness (7), subtle (5) Copyright 2006
  • 25. Change Summary Self Other Work Slow down- intentional Communicate New approach New approach to work: Engage Re-engage joy, energy, less effort Less avoidance focus Wholeness Less reactivity Emotional Intelligence Risk-authenticity & Get support honesty  Focus Example “I practiced the mindfulness (observing) while in various professional board meetings. In one particular situation, after discussion, I voiced objection and voted contrary to the rest of the group on one very dicey matter – an occurrence that does not happen often with this particular group of professionals. It felt both adventuresome and liberating to clearly define my views in calm and well articulated way, while not taking it personally that others did not vote on the issue the same way. I noticed that when clearly provoked by peers, I remained non-entwined – participating in a discussion, but not so easily caught up in the underpinning, negative pieces. A calmness allowed me to remain more objective and less bogged down. This is a good leadership quality to have.” Copyright 2006
  • 26. 360-degree feedback instrument 4 (10-item) scales: 40-items  Mindfulness: “…is attentive to the physical environment around him/her.”  Flow: “…stretches his/her capacities by taking on challenges that stretch his/her existing skills without overwhelming him/herself.”  Presence: “…is accessible and available. He/she is approachable and generous with his/her time when requested.”  Taoism: “…seems to have good timing. He/she is both patient and spontaneous and this results in positive outcomes.” 5 point Likert Scale: 1= needs improvement, 2= could benefit from development, 3= is capable and demonstrates effectiveness in this area, 4= is a role model, 5= don’t know/not applicable Copyright 2006
  • 27. 360-degree feedback instrument Correlations for Scales: (Standardized Cronbach Coefficient Alpha) Mindfulness: 0.71; Flow: 0.77; Presence: 0.69; Taoism: 0.72 (indicates scales well-constructed- anything over .6 good) Pre/Post test; t-tests for all items; Self raters: 15 pre-13 post 9 items out of 40 sig. changes in means from pre to post test Mindfulness (p<.05); Flow (p<.05); Tao (p<.05) Other raters: 69 pre-36 post 15 items out of 40 (8 @ p<.01) sig. changes in means from pre to post test: Mindfulness (p<.01); Flow (p<.01); Tao (p<.01); Total (p<.05). Copyright 2006
  • 28. Does Practicing Presence make a difference?  Study suggests that practicing presence can influence both what we do and how we do it. (a) the PBC model facilitates a relatively predictable growth process, (b) affects the personal and professional relationships of clients, and (c) supports differentiation, or authenticity, which may affect one’s goal attainment one’ strategies or value system in general.  Next Steps: Refinement of Model & Replication of Study; Validation of 360. Copyright 2006
  • 29. Next Steps  Theoretical / Conceptual Materials of Presence  Anatomy of Presence  Additional language to support learning process: • Ex: “Crystallizing intent, prototyping, rediscovering one’s purpose, staying connected to the many possibilities generated, synchronicity” (Senge, Scharmer, Jaworski, Flowers, 2004)  Focus on emerging present (action/allowing outcomes vs.. existential) - coaching purpose Copyright 2006