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The Art of Hat Switching for Internal Coaches

January 15, 2025 By //  by Val Hastings

Straw hats on the wall

One of the most crucial skills for internal coaches is what I call “hat switching.” This concept, which I discuss in my book Coaching From the Inside Out, refers to the ability to move fluidly between different roles within the organization.

Unlike external coaches who primarily wear one hat, internal coaches often find themselves juggling multiple roles. You might start your day in a pure coaching session, transition to facilitating a team meeting, then switch to providing training, and end with offering expert advice on a project. The key is to approach each of these roles from a coaching stance.

The art of hat switching begins with a clear understanding of when to stay in coach mode and when to offer expertise. It’s about resisting the urge to immediately jump into problem-solving mode, which can be particularly challenging for internal coaches who have deep knowledge of the organization.

I often use the analogy of becoming ambidextrous to explain this skill to new coaches. The first step is to learn to use your non-dominant hand (in this case, listening and asking questions) by intentionally keeping your dominant hand (giving advice) behind your back. Once you’ve mastered this, you can bring both hands forward, using each as appropriate.

For internal coaches, the challenge is often in knowing when to switch hats. It requires a keen awareness of what the client or situation needs at any given moment. Are you being called upon to coach, to consult, to train, or to facilitate? Each role requires a different approach, yet all should be grounded in a coaching mindset.

One of the most powerful aspects of being an internal coach is the ability to see the bigger picture. You’re not just coaching individuals or teams; you’re coaching the system. This systemic view allows you to make connections and identify patterns that can lead to more significant organizational change.

However, this insider perspective also comes with challenges. As an internal coach, you are part of the system you’re trying to influence. It’s crucial to maintain neutrality and avoid pushing your own agenda. I often remind internal coaches to pause before entering the building, metaphorically leaving themselves at the door.

Mastering the art of hat switching is an ongoing process. It requires self-awareness, clear agreements with clients and stakeholders, and a commitment to continuous learning. As internal coaching continues to grow in importance, those who can skillfully navigate these multiple roles will be invaluable assets to their organizations.

Filed Under: COACHING SKILLS, COACHING TEAMS AND GROUPS, SELF-AWARENESS

Previous Post: « The Evolving Landscape of Internal Coaching
Next Post: Why I’d Coach Teams and Groups From the Start Recently, while teaching a coaching class, my students asked an intriguing question: “If you were starting over as a new coach today, what would you do differently?” This got me thinking about the choices I made when I first began my coaching career and what I might change if I had a redo. When I started coaching, I exclusively did one-on-one sessions. I had anywhere from thirty-eight to forty-two individual clients a month, meeting with most of them two to three times monthly. I coached from Monday to Thursday, and I really felt like a coaching machine. It was a lot of names, a lot of people, and a lot of listening. I was exhausted. I did this for years, and while there's nothing inherently wrong with this approach, I now see the benefits of a more varied coaching portfolio. If I were to start over, I’d include more group and team coaching alongside individual sessions. This mix would offer several advantages: 1. Variety Group and team coaching breaks up the monotony of back-to-back individual sessions. It provides a change of pace and helps manage my energy levels better. Plus, when you're working in your home office all day, it's nice to get out occasionally, especially for in-person team coaching sessions. 2. Financial Group coaching can actually be more lucrative per hour than individual coaching. While I charge less per person for group sessions, I can accommodate eight to fifteen people in one group. When you add that up, it often amounts to more than coaching one person at my full rate. This approach allows for the potential to work fewer hours while earning more. 3. New clients After coaching a team, it's common to be hired to coach a couple of individuals within that team. It's an effective marketing approach that can expand your client base organically. 4. Client benefits Group coaching isn't just beneficial for coaches; it offers unique advantages to clients as well. In our increasingly isolated world, group coaching provides an opportunity for participants to develop friendships and meet people they might not otherwise encounter. With virtual platforms like Zoom, you can create global groups, exposing clients to different cultures and perspectives. Participants learn not just from the coach, but from each other as well. Practical Considerations When venturing into group coaching, there are some additional steps to consider. You'll need to create a welcome packet, group agreements, and guidelines for interaction. The International Coach Federation (ICF) now offers training and templates for team and group coaching, which can be incredibly helpful. I typically structure group coaching programs to last from twelve to eighteen months, meeting once a month. I also offer each group member two or three individual sessions within this timeframe, allowing participants to dive deeper into specific issues that arise during group sessions. Looking back, I realize that incorporating group and team coaching earlier would have provided a more balanced and sustainable approach to my coaching practice. It would have allowed me to serve more clients, manage my energy better, and increase my earnings. If you're just starting your coaching journey or considering a change, I encourage you to explore the possibilities of group and team coaching. The benefits—for both you and your clients—can be truly transformative.»

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