emyth coach toolkit
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Becoming an EMyth Business Coach
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The Business Coach’s Toolkit
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Coaching Resources
The Three Personalities
The Four Leadership Roles
The Seven Dynamics
The Nine Principles
Ownership Scorecard
EMyth Management System Checklist
Case Study: Eddie Freeman
Business Coaching Defined
Core EMyth Courses
Your Company Values
Default Leadership Styles
Values, Passion and Purpose
Your Brand Commitment
Transforming Frustrations
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Becoming an EMyth Business Coach
Coaching Resources
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The Three Personalities
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The Technician, Manager and EntrepreneurFrom The E-Myth Revisited, page 28–29:
The fact of the matter is that we all have the Entrepreneur, Manager, and Technician inside us.
And if they were equally balanced, we’d be describing an incredibly competent individual.
The Entrepreneur would be free to forge ahead into new areas of interest; The Manager would
be solidifying the base of operations; and The Technician would be doing the technical work.
Each would derive satisfaction from the work he does best, serving the whole in the most
productive way. Unfortunately, our experience shows us that few people who go into business
are blessed with such a balance. Instead, the typical small business owner is only 10 percent
Entrepreneur, 20 percent Manager, and 70 percent Technician.
The Entrepreneur wakes up with a vision.
The Manager screams, “Oh no!”
And while the two of them are battling it out, The Technician seizes the opportunity to go into
business for himself.
Not to pursue the Entrepreneurial dream, however, but to finally wrest control of his work from
the other two. To The Technician it’s a dream come true. The Boss is dead. But to the business
it’s a disaster, because the wrong person is at the helm. The Technician is in charge!
It follows then, that a critical part of building a business that works is sorting your “selves” out and finding a more dynamic balance. You need to consciously be aware of and choose which of these personas you’re being more and more often. In order to do this you first need to have a strong understanding of the qualities of each one. Here are some tools and distinctions to guide you along the way. And ask yourself, “Who am I being right now?” more and more often. Your business depends on your self-awareness.
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LEADERSHIP The Three Personalities 6
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LEADERSHIP The Three Personalities 7
Entrepreneurial work includes creating the vision for the business, establishing policies, setting the “rules of the road” for the business, and developing strategies that shape the business (e.g. the overall strategy, organizational strategy, marketing strategy, financial strategy, product strategy, positioning strategy and the systems development strategy). Managerial work is the work of facilitating and optimizing the work of others. It’s “indirect” work, and it includes work such as systems development, planning, organizing, supervising, mentoring and training, setting goals and standards, budgeting–any kind of work that directs, regulates, and monitors the work of others and develops and installs systems that are operated by others.
Technical work is the actual, hands-on, “direct” work of producing and delivering your company’s products and services or doing the administrative and support work of your business. So whether that’s creating the proposal for the new client, doing the bookkeeping, fixing the machines, paying the payables, collecting the receivables, writing the advertising copy, handling customer complaints–doing the work and operating the systems of the business is technical work.
Shaping the business is entrepreneurial work, doing the hands-on work is technical work, and manage-rial work is the bridge between the two. Anyone in the business can do any type of work, but in a well-run business, the “higher” you are in the organization, the more entrepreneurial work you should be doing, the “lower,” the more technical work you should be doing. To give you some perspective, here is an example of how the people in a well-developed, successful business might spend their time:
Entrepreneurial Work Managerial Work Technical Work
CEO 60% 40% –
Senior Managers 20% 60% 10%
Managers – 75% 25%
Front-line Employees – 10% 90%
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LEADERSHIP The Three Personalities 8
What Does It Mean to Get Something “Done”
to the Technician, Manager and Entrepreneur?
The Technician
The Technician in us likes to finish things. They like to cross stuff off the list. Done means they never have to look at it again. It’s done! If you want to challenge a Technician, tell them the system will never be per-fect, tell them about the concept of continuous improvement. That’s contrary to technical thinking. In fact, sometimes, if the Technician knows it can’t be perfect at the start, it prevents them from acting at all. As you can imagine, people whose background includes years of expert training, such as engineers and doctors, tend to have some of the strongest internal Technicians they have to wrestle with.
Furthermore, the Technician doesn’t like doing more than one thing at a time, unless of course, it makes him feel busier and therefore more productive. To the Technician, thinking about work is not work—it gets in the way of work. The Entrepreneur is always getting in the way of the Technician’s work with the latest “new idea.” And the Manager always wants to organize the work before the Technician can get into it. The Technician is the voice inside you that says, “In the time it would take to organize it, we could be half way done!” Sometimes, the Technician is right, but nevertheless, you cannot let them make that decision!
The Manager
Where the Technician does the work, the Manager in us designs it. The Manager craves order and control. Their part of the work is organizing what’s to be done, and setting up a tracking system to ensure it gets done. But they generally don’t do the work itself. Management is supporting others to own getting results for themselves. Managers are done with their work when it’s safely handed off to the Technicians with a plan for them to follow, standards for them to uphold, a timeline and a way for the Manager to check in and monitor performance. For a Manager, getting things “done” means that the plan is in place. It’s not over. The Manager recognizes that it seldom is over.
The Entrepreneur
The Entrepreneur lives in the future. She dreams and defines the work that the Manager designs and the Technician does. The Entrepreneur is “done” after the dream has crystallized and been communicated to the Manager. The Entrepreneur wouldn’t even necessarily pick up a pen. They come out of their office, communicate the vision, say “make it so,” and the Managers take it from there. So for the Entrepreneur, getting things “done” means completing the dream, then defining and communicating the result. And even still, because the Entrepreneur lives in the unknown, the dream is never over—it keeps unfolding.
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EMyth Business Coaching Workbook 9
Notes
The Four Leadership Roles
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LEADERSHIP The Four Leadership Roles 11
The Four Leadership Roles
CEOThe Chief Executive Officer leads the enterprise by striving to embody its values in every
transaction, and secondarily responds to the challenges both internally and in the market.
The CEO’s main role is to create a culture of ownership, to inspire the passion and creativity
of employees at every level, and to not push away success or cover up failures.
COOThe Chief Operations Officer is the lead manager, responsible for creating and evolving the
right relationship between people and systems. The COO ensures that systems are designed to
grow the business in a way that allows more room, not less, for individual passion and crea-
tivity, and adjusts roles and responsibilities in real time in service of organizational excellence.
They ensure the integrity and authenticity of the company’s commitment to its employees.
CBOThe Chief Brand Officer is the champion of the business’ brand as it expresses both within the
organization and to the customers out in the marketplace. The CBO is a cultural leader and
evolver of the voice of the enterprise. They ensure the integrity and authenticity of the compa-
ny is expressed in both management and marketing. They continually ask, “Does who we are
inside our company match who we claim to be on the outside to our customers?”
CFOThe Chief Financial Officer monitors and seeks to improve the financial health of the business,
and is always looking for how to achieve deeper alignment between the brand and values
and how the company operates down to the most granular financial transactions. The CFO
provides the company leaders, and its shareholders, with current, accurate and actionable
metrics to allow for informed decision making.
The Seven Dynamics
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LEADERSHIP The Seven Dynamics 13
The Seven DynamicsYour Business Ecosystem
Three Disciplines
Three Activities
----------------------LEADERSHIP
FINANCE
SALES
DEL
IVER
Y
MA
NA
GEM
ENT
MA
RK
ETIN
G
BR
AN
D
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LEADERSHIP The Seven Dynamics 14
The Seven Dynamics
Your business is an ecosystem–a living thing made up of people and systems. The challenge is to get all the parts working seamlessly so your business can grow without consuming your life. Whether you are trying to solve a specific problem today or are doing some long term planning, this tool is designed to help you “know where you are” so your work has the greatest possible effect.
Being ItThe Disciplines
LEADERSHIP is about finding the heart of your business and embodying your unique product or service to a deeper
level. It’s about discovering–or refining–why you do what you do; creating the culture, setting the tone for how you
do business, not just for your employees, but for your customers.
BRAND is about turning the business into the product. It’s the “big picture” conversation you have with your cus-
tomers–the thing you rarely say directly but they can feel. It’s how you do it that’s different than anyone else. Your
brand guides all your activities–from slogans to colors–but it’s not the activity itself. Brand is the laboratory where
you bridge your personal values with your end product.
FINANCE is having a real time view into how money is moving through every aspect of your company–from the
prices you charge to your long term budgets–and making sure it’s all in line with your values and your brand.
MANAGEMENT is finding the right balance between people and systems. You are putting your brand into action
internally by creating a place where people love to work because they feel empowered to achieve great results, and
you’re developing the right systems and incentives to keep growing.
DELIVERY is how you treat people once they’ve purchased something from you. From the way you produce and
deliver the product to how you offer support and assistance, it’s about giving your customers an experience that
they got more value than they paid for–fulfilling on your brand promise.
SALES is the dialogue you have with people who have shown interest in your product or service. It’s about having an
honest conversation where you proudly show off your product and at the same time are willing to turn off the wrong
customers for the long term health of your business.
MARKETING is everything your business does actively to attract new customers. This is where you develop a stra-
tegy and a set of systems that ensures that your message is not just delivered consistently across whatever channels
you choose–web, print, phone, mail–but that those channels complement each other to maximize your results.
Doing ItThe Activities
The Nine Principles
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16LEADERSHIP The Nine Principles
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EMyth’s approach to business leadership and manage-
ment is grounded in self-honesty and the willingness and
courage to change your relationship to your business. It’s
a comprehensive process for transforming your business
into a more profitable and scalable enterprise, one that
serves your life in ways that are most meaningful to you.
It starts with this important premise: You are the solution.
As profound as this perspective can be, you are bigger
than it is. You have the ability to make the value-based
choice to integrate these principles and manifest your
dreams. The principles aren’t life-changing, you are.
At EMyth, business is personal.
The following are the core Nine Principles of The EMyth
Perspective.
The Nine Principles
One of the reasons most business owners never consider
replicating their business at all, let alone 10,000 times,
is because they believe, without even realizing it, that
they’re inside their business and that their single location
business is bigger than they are. If your business feels
bigger than you, you’re not likely to feel anything but
overwhelm. Overwhelm is always a result of relating to
something as if you’re smaller than it is. And overwhelm,
a combination of exhaustion and resignation to the status
quo, is about the best recipe for business stagnation or
failure we can imagine.
We’d like you to consider that feelings of overwhelm,
while real to you, are actually the result of a distorted
perception. And, that you’re not inside your business,
your business is inside of you. Think about it. In the most
real sense, your business would not exist without your
existence coming first. No matter how big your business
is or what your role in it is, your business is always inside
of you, even if it doesn’t feel that way.
And it doesn’t feel that way because of the ways that
you’re not currently leading your company: too much
Technician, too much under-responsibility, too much
over-responsibility, not enough long term vision, etc.,
whatever your version happens to be. You won’t begin to
feel that your business is inside of you until you’ve identi-
fied all of the ways that you’re not leading and start to
change them. This starts with cultivating a deep interest
in discovering who you are and what truly matters to you,
and then choosing, every day, to express your truest “You”
through your business. That’s when your feelings will start
to change.
1.Your Business Is Inside of You
Your Business
17LEADERSHIP The Nine Principles
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Once you’ve started your own self-inquiry, take an honest
inventory of your business. What works? What doesn’t?
You can’t change what you don’t acknowledge and then
accept as your current reality. How does your business
actually measure up to the competition, not just in terms
of your product, service or pricing, but in terms of your
company culture, what it’s really like to work for you, how
much room there is for creativity and employee owner-
ship of processes and results? Over time, the split be-
tween you and the business will disappear as you uncover
a new standard for your industry that leaves the competi-
tion behind, just by bringing all of who you are to your
business.
How passionate are you about your organization? Do
you still have the fire you started with? Are you exciting
to work for? How good a manager are you, really? It’s not
necessarily going to feel good, looking at yourself in the
mirror like this, but the pain you feel owning what’s true
can give you the drive to change. In short, get real with
what you don’t like about yourself and your business so
you can ignite your passion to change it.
2.Realness Is Required
The state of your business and your life in general is a
product of your previous choices and decisions. You can’t
change yourself or your business until you accept how
it is and how it got there. Whatever your weaknesses,
you’ll find they’re always distorted expressions of your
strengths. If you weren’t so creative, you wouldn’t have
trouble focusing. If you didn’t have such unusual vision,
you wouldn’t have difficulty following through. Without
your heroic work ethic, you wouldn’t struggle to delegate.
Only by accepting the essential goodness that underlies
any weakness can you truly change it. The alternative is
to conclude you are essentially flawed and shore up your
weaknesses from the outside-in. This is the essence of
the caring self-responsibility you must have as a busi-
ness leader: holding yourself accountable for every result,
every effect of your action or inaction, helpful or harmful,
and holding your own strengths as the root cause of all of
it. Self-responsible leaders know that the good news and
the bad news is that no one is coming to save them, and
are strong enough to accept their weaknesses equally
with their strengths in order to grow.
3.Change Is Inside-Out
You are here
18LEADERSHIP The Nine Principles
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More than anything, we want to help you discover what’s
actually meaningful to you about your business, ground-
ing you in your self-interest about how your business can
serve both meaning and money in your life. We want you
to develop a business model that expresses who you are,
attracts the right customers for exactly the same reasons,
and thus results in success. In this way, the essence of
“you” are not inside your business, your business is inside
of you, gains its first voice through a search for the root
causes of business transformation based in meaning and
not just efficiency.
When owners and employees embody more meaningful-
ness at work, they are always more efficient and more
likely to produce the desired results. From these kinds
of self-value choices, good managers can create sys-
tems. Not because systems are the savior, but because
their motivation to build systems is to free their people
to dream bigger, to innovate their products and services
with greater imagination, and to touch their customers
more deeply.
A meaning-driven, rather than money-driven business
is easy to feel. Your customers can feel whether their
experience matters to the business or not. And, they vote
with their feet. A business not driven by meaningful values
inevitably ends up competing on price, an unsatisfying
proposition. Your employees can feel this as well. They
want to work in an environment where what they do re-
ally matters, rather than being a cog in some machine.
Employees who find work that is meaningful to them
will work harder, stay longer, and bring engagement and
ownership to their jobs in their own self-interest. The
result is a business where the motive for financial reward
is sourced by a quest for personal meaning.
In the end, owning or working in a meaning-based busi-
ness makes work an inseparable part of each person’s
meaningful and bountiful life. Leaders find they have the
freedom to work “in” the business when they choose,
or not when they choose. They feel the impact of the
business on all employees in the organization and how
the product or service impacts the market and the com-
munity. Whether they’re in the business or not, they’re
able to hold the business inside of them. When business
owners create that kind of transformative space, the busi-
ness becomes a vehicle for a deep expression of personal
passion in the world.
4.Meaning Is Not in Your Head
Your Business
You
19LEADERSHIP The Nine Principles
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Ownership goes beyond equity, titles and salaries. It’s an
internal orientation that you, first, as the leader have be-
tween you and you. It’s about creating a place where you
work on yourself that inspires people to excellence as its
own reward. Owners who become leaders by owning
their choices establish credibility with their people. And
this credibility makes it possible for them to create a Cul-
ture of Ownership where everyone understands why the
business exists and what part they’re personally playing in
achieving its goals and reaching its vision.
A Culture of Ownership needs no external carrots or
sticks; they’re internally generated. The carrot is the
enjoyment of growth and meaning. The stick is the self-
correction employees do continuously to create more
enjoyment of growth and meaning.
It’s common for owners to think that no one could ever
care about the business as much as they do, but this is
really a limit in leadership and management, not a limit
in reality. Once you’re able to take full responsibility for
your past and present choices, you’ll find ways to inspire
everyone to care deeply about the results of the business
and create the future you’re wishing for.
5.Ownership ≠ Equity
Meta is our word for that deeper reality, where the root
source, rather than just the symptoms, of a business
problem lies. It’s the place from which you can see a
specific problem not as an isolated event but as part of
an underlying pattern. Meta involves stepping back from
the content (the problem at hand) to see the context
(the bigger picture) of the problem that needs to be ad-
dressed.
When you go Meta to a problem, you’re looking for
“systemic causation.” For example, Meta is the thing that
allows you to see that the reason your employees aren’t
being proactive is because you’re holding onto projects
or standards too tightly. Without Meta, you’re forever
stuck trying to cure symptoms, and end up covering over
the real problem with temporary fixes. With Meta, you’re
discovering the best system solutions for scaling your
business and creating predictable results.
Without exception, we all need outside reflection to
aid our Meta. It’s much easier to see subtleties in oth-
ers than in ourselves because we’re not them. This is an
important part of how coaching works, and an important
reason why clients ask for help. In the process of sharing
with |clients what we see from our experience and our
outside-of-the-business perspective, we’re also help-
ing them go Meta to themselves and to their businesses,
so that they can see, from the biggest perspective, the
causes of their frustrations and the most lasting solutions.
6.Got Meta?
Symptom
Meta!
20LEADERSHIP The Nine Principles
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We’re all drawn to comfort. True leaders are able to make
the choice to be “bigger” than this pull in themselves,
to seek out the uncomfortable truths and find the real
reasons why they or their business is stagnating. Discom-
fort is what it feels like when you actually leave no stone
unturned, when you confront all of your sacred cows. Ul-
timately, the best leaders find comfort in reality, whether
it feels good or not.
We all know that physical fitness happens through choos-
ing discomfort. A workout doesn’t feel like a massage: it’s
work. Yet, how quickly we can forget this when it comes
to difficult emotions in the course of professional growth.
Anxiety, frustration, stress, anger, and sadness etc. are all
very real parts of being a business leader, the same way
resistance to going to the gym or soreness is part of get-
ting into shape. What happens in a workout? You feel the
pain, but it doesn’t stop you from going on. You embrace
the discomfort because you know it’s actually benefiting
you in the long run. This is exactly what’s necessary to
become a great leader.
7.Discomfort Is Part of the Job
As a business owner, sometimes you’re doing Techni-
cian’s or “doing it” work, sometimes you’re managing
others who are “doing it,” and sometimes you’re work-
ing on the business to create opportunities for growth.
Making room for all three kinds of work is critical, which
means resisting the temptation to get lost in the work
that is easiest for you. When you’re doing Technician’s
work, do it so that your employees can learn and grow
from watching you. When you’re doing the work of the
Manager, explain your reasoning so others can become
effective managers in their own right.
And when you’re doing the work of the Entrepreneur,
include others in your vision so they can be inspired and
inspire you in the process. Lead by example, which is
always easier said than done, but do it because it matters
this much. Be a constant wellspring of value, never just
a completer of tasks. The higher up on the organization
chart you are, the more it’s about who you’re being than
what you’re doing. This is the immense responsibility
and opportunity of the leader that everyone is constantly
watching. You are always training everyone around you,
whether you realize it or intend it, or not.
8.Create Value, Not Work
21LEADERSHIP The Nine Principles
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When people think about EMyth, “systems” are often
the first thing that comes to mind. It’s true, the Entre-
preneurial Myth says that the antidote to the Technician
who builds a business around his or her ability to produce
results is a franchise prototype where systems run the
business and people run the systems. Systems play an
important role, but it’s sometimes a misunderstood one.
A systems-based business recognizes that repeatable
and consistent activities that serve desired outcomes and
thoughtful strategies are a key to operational success.
It is the way your business maintains quality, consistency,
stability and scalability.
The customer experience is the true measure of any busi-
ness. Your proprietary way of doing business, of produc-
ing the same customer experience over and over again,
is how your business distinguishes itself from the compe-
tition. A systems-based business is unlimited in its expan-
sion potential. It’s what makes it possible to open multiple
locations successfully. It’s also what gives you the choice,
as the owner, to work in the business, or not, and to be
there at all, or not. Your proprietary way of doing business
is also what makes your business ultimately saleable. The
value of your company doesn’t just lie in the numbers-
revenues, profit, earnings, etc.—it lies in your business
system that astute buyers will be looking for to convince
themselves they’ll be able to produce the same results
you have long after you’re gone.
At the same time, the system is not the entire solution.
There’s a delicate balance between people and systems,
and when that balance is achieved, it produces a result
that is greater than the sum of the parts. One plus one
equals three. People can do and accomplish things that
systems are incapable of, and systems can do and ac-
complish things much faster and more efficiently than
people can. People bring aliveness, care, interest and
spontaneity to a process where the human spirit is es-
sential. And, systems bring speed and consistency to the
same process where replicability is necessary. The com-
bination of the human spirit and replicability produces
a result that is greater than either one could produce
on their own. In a business, spirit without systems or
structure can produce chaos. And replicability without
people or substance can produce something that’s just
too impersonal. Why are call routing systems so frustrat-
ing when it feels like a company is making it impossible
for us to speak with a human being? Too much structure,
not enough humanity. When you care enough to find that
balance between people and systems, you leverage them
both on behalf of your business and everyone it touches.
When people think about systems, they most often think
of system action plans. A system action plan is a set of
step-by-step instructions for producing a result. Assem-
bly instructions are system action plans. A chocolate cake
recipe is a system action plan. They say, “do this, then
this, then this.” Business owners often yearn for an opera-
tions manuals filled with system action plans for every as-
pect of every task that the business performs: how to sell,
how to serve customers, how to deal with complaints,
etc. The hope is that each action plan will be the answer
to a different frustration.
While these kinds of action plans are surely valuable, it
should be remembered that they are a means to an end,
not the end itself. Their effectiveness is dependent on
other foundational “systems” that must precede them.
Your vision and your values create inspiration, engage-
ment and feeling connected to a larger mission. Your
organization chart helps people understand where the
results inherent in their position fit into the results the
organization as a whole is committed to producing.
Businesses are great when their leaders genuinely care
about their product or service and its quality, the employ-
ees who do the work, and the customers who receive it.
The quality of leadership, and the way it systematically
infuses the organization, has everything to do with how
well step-by-step instructions for producing technical
results work.
9.Systems are a Means
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EMyth Business Coaching Workbook 22
Notes
Ownership Scorecard
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EMyth Business Coaching Workbook 24
1
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Ownership Scorecard
Today
Written Values
Written Marketing Plan
Sales Plan
Revenue Plan
Role Descriptions
Marketing Metrics
Ideal Customer
Strategic Metrics
Written Vision
6 Months
Management System Checklist
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Management System Checklist 26
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EMyth Management System Checklist
Mission or Strategic Purpose Statement
Company Values
Company Vision
Brand Commitment Statement
Organizational Chart
System Action Plan Development
Position Agreements
Position Profiles
Recruitment Process
Interviewing
Hiring
Onboarding and Orientation
Employee Development Meetings
Training Plans
Culture Activities
Separation System
Management System Checklist 27
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Notes
Case Study
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Case Study 29
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Case Study: Eddie Freeman
Eddie Freeman seems overworked, tired yet passionately driven when you meet with him. He’s laid back, but focused.
Ambitious, but relaxed. He’s been thinking about getting a coach for three years. He says he’s been so busy it just
hadn’t happened until now. As luck would have it, he just happened to be in your town on one of his many adventures,
saw the sign outside your door and decided to knock.
Twenty years ago, Eddie was a professional surfer and lived the life you would imagine. Travel, adventure, and making
a living having fun. He completed his surfing career and worked as a sales rep for a handful of outdoor-oriented
companies like North Face, Patagonia and Billabong. Eddie traveled in a van and made clever modifications to it to
make his road-trips more fun.
He found his customers becoming more interested in his van than the products he sold and began to subcontract out
van modifications for his customers on the side. Eventually, this became the high-end custom van manufacturing and
retail business it is today. His entry level vans sell for $225k and sell for as high as $350k. They use the finest materials,
the most sophisticated electronics, soundproofing, solar power and are made to haul a great deal of sports gear or be
a comfortable living space, or both.
With twenty employees, customers who fly in on private jets, and no competitors in sight, Eddie is having serious
problems keeping up with demand. He just can’t get enough good production people and there is currently a three
month backlog in delivery. His customers are fine to wait, but Eddie is not okay with how busy he is. He works about
fifty-five hours a week and is stressed out. He’s constantly getting involved in production, filling in for the production
manager, Jerry, when Jerry is pulled into the technical work.
You ask him about what they’ve done in the area of recruiting and find out that he’s not done any job advertising, and
has recruited production staff by maintaining relationships with custom cabinet manufacturers, body shops and other
relevant trades. He visits these places periodically and networks to recruit employees.
Eddie also tells you there’s a kind of “war” between Jerry, the production manager, and Jimmy, who basically handles
all of the sales. Jerry is overwhelmed in production and resents Jimmy for making promises he can’t keep. Jimmy
thinks Jerry doesn’t run a tight enough ship. Eddie tells you this has been going on a long time, and says it’s one of the
issues that often drives him to jump in one of his vans and just “take off” for a few days at a time with a mountain bike
and a surfboard.
Cash flow is fine, and he’s got 1.5 times monthly expenses in the bank, which is comfortable for him. Net profit is be-
tween 5% and 15% monthly. It depends on the work they do. Some projects are just more profitable than others, Eddie
says. You see Eddie’s last three months of P&Ls. You notice he’s using Quickbooks, all the expenses are listed alpha-
betically, and they are in fact fairly profitable.
Eddie has a vision to eliminate pure custom work and implement a handful of standardized custom vans in order to
increase profit and decrease the heavy load of constant customization, but he has no time to implement this model.
He’s upset that he’s not living the “free life” of road-trips and adventures that got him into this business in the first
place. He wants the business to grow, but doesn’t know how to get there.
Case Study 30
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Questions
1. What is Eddie’s Leadership Survival Strategy and how is it contributing to his current frustrations?
2. How would you begin working with Eddie?
3. What is the path to solving the gap between sales and production’s ability to deliver on them?
4. Is there anything else you observe and would want to address?
5. How does Eddie need to change as a leader to get the results he wants?
6. What kind of management infrastructure would you suspect Eddie’s business needs and why?
7. Create a high-level program plan for Eddie to create a healthy business culture.
Business Coaching Defined
Coaching Resources
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Business Coaching Defined 32
Business Coaching Defined
Business Coaching is a relationship. It’s a place where a business owner or leader goes for guidance, support, and
challenge to help them figure out what’s in the way of them creating the business they want. Business Coaching
is about asking the right questions in the right moments to help the client build a culture of ownership and ac-
countability, and to back that coaching up with concrete solutions to put their work into practice. A coaching client
should feel like they have a trusted advisor, someone willing to ask tough questions, and who has the tools at their
disposal to help their client build a scalable, profitable business that serves their life.
What Does an EMyth Business Coach Do?Your job as a business coach is to help people improve their business’s by identifying the obstacles and dysfunc-
tion that exist in their business’s today and helping them to remove them. These issues are almost always rooted in
intrapersonal and interpersonal dynamics of leadership and management. Whether they say so, explicitly or not, you
are being hired to help them become a stronger leader. You deliver on this commitment by asking the right ques-
tions in the right moments, speaking the plain truth about what you see, and holding them accountable to the goals
they set for themselves. It is hugely rewarding work.
The goal of business coaching is to help the client bring more of their passion to their work, to transform their
operations so that they enable, rather than impede growth, and guide the client to a self-experienced reality that
the business is inside of them—ultimately providing them and their employees with financial rewards inside of a
meaningful life, within whatever value system they possess and express.
Like any good helper, the best business coaches are always working on themselves to be able to serve in the clean-
est and most effective ways possible. As part of that self-inquiry into “what is a business coach,” it can be equally
helpful to get clear about what a business coach is not.
Business coaching is not consulting, and it’s not therapy. It’s a unique profession that lives somewhere in between
those two poles. A good business coach has the acumen to be able to diagnose specific and systemic business
issues, and has the strength to wait for the client to embody the solution rather than jumping in and doing it for
them.
Your business acumen is the first pillar of the clients’ trust in you. It’s not enough to be a good listener; a client
should feel that you understand the problem at hand and how it’s affecting the business in concrete ways. Someone
who knows how to listen and encourage but who doesn’t understand business is doing therapy or life coaching, not
business coaching.
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If you have that acumen, it is then your strength as a person that matters. Good coaching is often about forbear-
ance–knowing what the client needs to do, and waiting for them to do it, and holding their feet to the fire when
they know what to do, and don’t do it. You must be able to embody one core idea: that the client already has the
fundamental ingredient to transforming their business–the capacity to look at and change their relationship to it.
Your success (like your clients’), is defined by two main factors, curiosity and courage. You can’t help if you’re not
curious–you need to be willing to turn over every aspect of the business to find out what’s really going on. This
takes courage. It doesn’t mean you can’t help if you don’t do this; it just defines the range of how much you can
help. You have to be willing to discover and ask the right questions in the right moments, no matter how uncom-
fortable it might be. You have to be willing to upset the client in the moment, in service of the longer term goal that
they are paying you to have for them, until they can embody it themselves.
In that way, a good business coach is looking for ways that the leaders’ relationship to their business’s is affecting
the bottom line. Of course, in the process of identifying these issues it is inevitable that the discovery will evoke
uncomfortable, oftentimes painful, emotions for the client. A good coach is there for the client in terms of being
personally present and listening, but again business coaching is not therapy.
A therapist’s job is to stop in those moments and process that emotion, to discover what’s going on in their emo-
tional world that may be connected to their childhood or some traumatic event. A business coach’s job is to point
to the issue when relevant to the business problem, note its problematic impact on the business and move forward.
Whether the client wants to pursue the emotional issue further through whatever psychological, spiritual, religious
or other practice they choose is up to them.
Of course, there’s a fine line where a good coach might give a little more room for airing out a difficult issue, but
this line is critical to hold for a business coach. If a client only stays with you because you are a good listener, you
are violating the agreement between you. Your job is to help them fix or grow the business, first. If they like talking
to you, that may be helpful but it’s secondary. This may be the single most important factor for business coaches to
be aware of because the profession tends to attract “people” people. If you’re a good listener, that’s wonderful. Your
job is to use that quality in service of better business results.
Another way to say all of this is that your job is to make yourself obsolete. Over time, you should be teaching the
client to do what you are doing for them today–to become a real-time diagnostician of what aspect in the business
needs to be looked at and evolved. Like any good helping relationship, it’s a seemingly paradoxical arrangement. In
our view, your agreement with your client can be said this way: “I (client), am relying on your (coach) motivation and
ability to see what I can’t see, so that I can find my own self-motivation and ability to see those things myself”. If you
do your job well, when you are done, the client shouldn’t need you anymore.
In our experience, far too many coaches and coaching companies define success based on how long clients stay
with them. What they should measure is how successful they are in helping the client get traction in their progress
towards their goals–whether it takes five months or five years. And of course, the self-interest of the coach is tied to
the client staying with the relationship–it’s a strange set up but as long as it’s on the table, there’s no problem.
Business Coaching Defined 34
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One way to navigate this strangeness is that as they grow, the client doesn’t need the coach in the same way they
did originally. A leader will always need wise counsel, but as time goes on, the lesson gets more nuanced and more
difficult but in a different way.
With that background on the nature of the relationship itself, it can be helpful to break down what’s happening in
any “coaching moment,” whether that happens in an actual coach session, in an email message, blog reply, in the
copy on a newsletter, or anywhere in between:
1. Meet the client where they are.
Your job as a business coach is to give the client the experience that you are really there. It’s no different than any
good counselor or helper; the client needs to trust that their reality–their anxiety, their fear, their dream–is safe with
you. Without this first step (which is only effective to the degree you are not faking it) you default to half-baked so-
lutions, firefighting, and surface level action steps, to make up for the lack of depth gone into, because of your own
shortcomings not the clients’. What is so special about your clients is that they are asking for help, and that has to
be honored as it is so beautifully rare. Businesses are born and die each day with owners thinking they are supposed
to already know how to do it. You have to start by honoring this and the fact that they are in business in the first
place. They don’t have to earn your respect. You have to earn theirs.
EMyth Coach: “Wow, you’ve built yourself a good business. So why coaching? Why now?
Client: “I’m proud of my business, but I know it could be a lot better. I want more out of my life.
It’s just not what I thought it would be.”
EMyth Coach: “Now, you’ve got my attention. So few leaders out there have the courage to own
their own limits. How can I help?”
2. Be curious. Ask questions.
This is possibly the greatest asset of the coach and where care, competence, and challenge are working in equal
measure. If our core coaching idea is that the client already has the fundamental ingredient to transforming their
business, then it is something to be brought out of them and not put in. The only way to do this is through your
curiosity and asking the right questions. People are used to others not really being interested in why they do what
they do, so any curiosity on your part goes a long way in building a trusting relationship. This same trust also earns
you the right to ask the tough questions later on; questions that may make them uncomfortable but will lead to the
real truth of what’s going on in their business and their leadership. Consultants come into a business and in a very
short time tell the owners what’s wrong and try to sell their solution. The owner sits back and watches it happen
and hopes the solutions stick.
Coaches are different. They are there to help the owner transform the way they lead, and then teach them the tools
to implement changes in the business so that it lines up with their vision.
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3. Offer counter-intuitive possibilities.
Once the relationship is established (a process which never ends), you earn your fee by being able to identify and
show the client things they can’t see themselves–patterns, attitudes, etc. that are hindering their leadership and the
performance of the business. The key ingredient is that in these moments you are holding a bigger version of them
than they are; this is what gives you the space to see what you are seeing. You are creating room for movement, the
space for insight and maybe even a deep feeling that primes the pump of the client’s own motivation to move to
the next level. If you are being curious and creative, you will ask your client questions that teach them how to relate
differently to their business problems. It might sound something like this.
Client: “My brother-in-law just isn’t cutting it”
Any Coach: “Have you shared your expectations as stated in his job description?”
EMyth Coach: “Have you ever thought of asking your brother-in-law if he would hire himself as it
stood right now? Can you see how this is you getting ‘bigger than’ the problem, naming it from an
oblique angle that could lead to a new outcome? Are you up for trying that?”
4. Show them how this discovery could change their business.
You are using your business acumen, intuition and creativity in full strength now. Without forcing a specific out-
come, your job is to show the client how what they just learned about themselves can be applied to specific prob-
lems – how to reframe an issue with a poorly performing employee, why the wrong customers are coming and why
they can’t seem to attract the right ones, etc. The possibilities are endless; the key is you are teaching them to be as
curious and hungry to get to the truth as you are. It is a muscle you are paid to have, and that they have to develop.
This muscle is the key to both your success and your obsolescence.
Client: “I’m losing all my customers to the bigger chains. What can you do?”
EMyth Coach: “What have you tried?”
Client: “Lowering prices, creating better customer experience, improving my selection of products.”
EMyth Coach: “Has that worked?”
Client: “Somewhat, but it only seems to slow the bleeding, not stop it.”
EMyth Coach: “Okay, what have you not tried because it seemed too risky?”
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5. Their personal life and values are only relevant in a very specific way.
So if you are not a therapist, you are not there to heal their marriage or their wounds from childhood. Your job is
to help them improve their business and their relationship to it so it doesn’t consume their life. That doesn’t mean
you’re not human. It is of course, appropriate to empathize with a client’s pain, but that’s not the currency of your
relationship. The only venue you have is boundaried by this question: “How is what’s going on for them person-
ally affecting their ability to be a competent leader or manager?” A therapist hears someone’s pain and goes in to
explore and support them in the pain. A coach acknowledges the pain, but then moves to take the next step.
Client: “My business is killing me. Everyday is painful.”
Life Coach/Therapist: “I can really feel your pain, please say more”
EMyth Coach: “I’m sorry. That sounds like a tough spot. Sounds like there’s a lot for us to talk about along
the way, but how do you imagine I might be able to work with that?” If you do end up digging deeper
it is not to find their personal source of pain, but to go deeper into the things in their business that are
bothering them and what’s at cause.
Client: “My business is killing me. Every day is painful.”
EMyth Coach: “Tell me more about that. What’s painful about it?”
Client: “I can’t get anyone to care about the customers like I do and I have to watch client relationships
get dropped every day. It kills me.”
EMyth Coach: “That must be tough. Can you give me an example of when that happens?
Let’s try and get to the bottom of why that’s happening”
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6. Hold them accountable for the work.
Some clients need it more than others, but part of your agreement is to hold them to what they commit to do.
These are conflicts you must be willing to have. Not keeping their agreements are desperate calls for help besides
obviously undermining any authority they are trying to build with themselves or their staff. No matter how much
they might fight you in the moment, they will appreciate you for it later. And if they don’t, business coaching wasn’t
going to work for them anyway. You embodying strength and boundaries is the only way they can learn it for them-
selves.
EMyth Coach: “I’m surprised you didn’t complete the work you said you’d do. You seemed so committed
to it and got how important it was for what you’re building. What happened?”
Client: “Things just got away from me this week. People were out sick, and I had to pick up the slack.
You know how it is.”
EMyth Coach: “Well I do know this. Things always happen and sometimes they are unexpected.
But successful leaders don’t drop their deepest priorities, ever. They find a way to get it done and stay the
course. If they have to delegate, they delegate.
If they have to re-prioritize they do that too. You’re going to have to decide if you really want to change
the way you’re running the business. If you drop the important stuff, how can you expect your employees
to be any different?”
Talk to them in real and professional tones. The conversation isn’t soupy with healing rhetoric and it isn’t dry busi-
ness-speak. There is a gritty, practical dialogue taking place about changing long held patterns and habits; uncom-
fortable feelings are bound to come up. Those feelings are signs that you are onto the real issue and are subse-
quently the fuel for real change in your client’s base of leadership, as well as the trajectory of their business. This
type of work is already hard enough to get into their day-to-day habits. If the language isn’t day-to-day, it will never
make sense in their world. It should never be hard for an owner to bring their employees into our way of relating to
business because our way of relating to business is just stripped down, plain, ownership-driven people-work that
results in real creativity and passion.
© EMyth 2015emyth.com/become-a-coach/immersion
Becoming an EMyth Business Coach
Core EMyth Courses
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Your Company Values Creating a culture based in meaning
LEADERSHIP
LEADERSHIP Your Company Values 40
© EMyth 2015
Your Company Values
Definition
This process is designed to help you define–clearly–the values that you want every employee in your company to embody. The research about this is clear. Com-panies who invest in their culture, who make a priority out of clarify-ing their values and helping their people grow achieve higherprofits, steady growth, and sustainability.
Key Points
The most powerful values come from the heart of the founder/ owner/partners first and then cascade down through the organization.
The research about this is clear. Companies who invest in their culture, who make a priority out of clarifying their values and helping their people grow achieve higher profits, steady growth, and sustainability
Creating a Culture of Ownership
Your values, vision and brand commitment form the basis for your culture and your way of de-veloping and managing your peo-ple. The best form of manage-ment begins with hiring the right people–people who are alig-ned with your culture and brand. Then, as a leader and manager, you must learn how to success-fully influence and mentor, so that the great people you hire be-come even greater ongoing part-ners in your business.
You’ll notice the word partner above in reference to your people. It’s critical that you make a shift to a different perspective than is typically seen in the workplace. While we may use the word em-ployee to indicate a person that works for you; it’s far better that you view your people as partners, associates or owners of their res-ponsibilities.
More Than Just Words
Most businesses think about values in terms of words, like: integrity, honesty, teamwork, or communication. The problem with just words is that the meaning or association to those words can be different depending upon a person‘s experience or upbringing. Values become more powerful when you take the time to define what you mean by each word and illustrate it with an example. It is also helpful to think about four differenttypes of values:
Foundational: Where all of the other values are rooted
Functional: How people relate to their work
Relational: How people relate to others in the work environment
Embodied: How the overall culture performs in line with the Brand
Each is important in supporting a culture of ownership and providing clarity for your people.
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LEADERSHIP Your Company Values 41
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Review your list and select the ones you want to include and in which category:
Foundational, Functional, Relational and Embodied.
1Review Your Personal Core Values
How does it feel, look, act?
How do people relate to themselves?
How do people work together?
How do you balance hierarchy and
structure with teamwork and
collaboration?
How do you communicate?
Be as vivid and detailed as you can. Don’t hold back from expressing anything that is living in you, particularly if
you’re hesitating because of the gap between where your business is today and how you can imagine it looking one
day. That’s another reason you’ve come to EMyth, to get help in closing that gap. So, dream big.
2Describe Your Vision of a Healthy Business Culture
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LEADERSHIP Your Company Values 42
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From the detailed description of a healthy business
culture you’ve created, go back and pull out the most
important words and organize them under the four
categories of values.
Pick the top three that you feel are the most impor-
tant to form your foundation. If you must have more
than three, don’t exceed five. Your culture will become
diluted, and actually suffer, by having too many. You can
choose as many as six values in the other three catego-
ries. Once you have your list, go back and create a defi-
nition for each one. A clear and compelling definition
helps people know if they’re sharing and embodying
that value in the same way you do, and as the company
will expect them to.
Define Your Foundational Values
Foundational means the basis upon which everything
else stands, is founded, or supported. These values de-
scribe how each person relates to him or herself. Here’s
an example of a Foundational Value from the EMyth
Values document:
Self-Responsibility: Holding yourself responsible and
accountable for every result, and every effect of your
action or inaction (positive or negative). A standard of
personal integrity where you own your successes and
failures without diminishing or exaggerating your con-
tribution to either.
Define Your Functional Values
Functional Values are the way people act as a coordi-
nated group. They are values that grow out of a compa-
ny’s organizational and management structures. Here’s
an example provided by one of our clients, an engineer-
ing firm:
Organically Creative and Well-Managed: Strengths-
based team management, based on creative organiza-
tional and management philosophies, helps us achieve
the highest level of individual and collaborative perfor-
mance, and employee satisfaction and value in support
of the mission of the company.
Define Your Relational Values
Relational values reflect the way people relate to
themselves first and then others. They are a person’s
inner orientation to his or her relationship with others.
Here’s an example from a popular grocery retailer,
Whole Foods:
Shared Fate: We recognize there is a community of
interest among all of our stakeholders. There are no
entitlements; we share together in our collective fate.
To that end we have a salary cap that limits the com-
pensation (wages plus profit incentive bonuses) of
any Team Member to nineteen times the average total
compensation of all full-time Team Members in the
company.
Define Your Embodied Values
Embodied Values are also known as a company ethos.
They are the values that best represent your brand, that
you most want your customers and prospective cus-
tomers to associate with you. They describe the spirit of
how you do business. These values, each of which is
defined in the Company Values document are EMyth’s
Embodied Values: Care, Challenge, Competence and
Curiosity
3Create the Company Values Document
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LEADERSHIP Your Company Values 43
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Foundational
Functional
Relational
Embodied
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EMyth Business Coaching Workbook 44
Notes
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Default Leadership Styles
Taking personal responsibility to create change
LEADERSHIP
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LEADERSHIP Default Leadership Styles 46
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Key Points
Your weaknesses are distorted expressions of your strengths. Embrace and accept them because they are part of you. Avoiding them makes things worse.
Almost all of your business frustrations can be traced back to your strategy. When you realize how you made your business the way it is in every way, you have the power to change it.
Take responsibility for the implications of your strategy so you can change yourself and your business. It’s not comfortable, but it does work.
Purpose
Your business is an expression of you, for better and for worse. You can change your business by seeing how your shadow issues negatively impact it, changing how you express yourself, and watching the result.
Benchmarks
Learn about the nine Default Leadership Styles.
Use the Assessment Worksheet to help you identify your primary
strategy.
Discuss what you’ve found with your coach, if you have one.
Look for specific ways your strat-egy expresses in the business and
create a strategy for change.
Default Leadership Styles
1. Under-Responsibility
2. Myopia
3. Fear
4. Distraction
5. Micromanagement
6. Over-Responsibility
7. Over-Achievement
8. Disconnect
9. Self-Importance
Default Leadership Styles
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LEADERSHIP Default Leadership Styles 47
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Default Leadership Styles Assessment
Instructions
Read each statement and evaluate if it is true about you. Mark true if it is and false if you feel it isn’t.
The value of this assessment depends on self-honesty. The more honest you can be with yourself, the more
this tool can highlight the obstacles in the way of your business being all it can be. We all have shadow
issues. No one escapes them. It’s a given for all of us. The problem is not that we have them. It’s only a
problem when we pretend they aren’t there. Remember, your weaknesses simply need attention. Your busi-
ness and your people need your attention on them. This assessment does not always provide a conclusive
diagnosis of your Default Leadership Styles, but it can be very helpful in narrowing the field. Once you’ve
completed the assessment, send the results to your coach so you can discuss how you can use it to sup-
port your professional growth.
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Descriptions and Symptoms
Under-Responsibility Businesses with this theme can appear to be quite alive and even functional. Often under-responsibility is masked
by a constant flow of new ideas and exciting initiatives without follow through or success. This aliveness can make
the causes of failure difficult to pinpoint. Another version of under-responsibility is where a key person, a partner or
an office manager, functions as the “glue that holds everything together”, keeping everyone else in the company in
an infantilized and unaccountable position.
A third expression of this is overlapping or unclear job responsibilities. In this case, it looks and feels like people are
being responsible and helping each other out (common in family businesses), but without real ownership of results,
real accountability is impossible. Organizational line crossing and lack of expense management are also common
symptoms of this theme.
Myopia
A myopic business is short on entrepreneurial spirit and personal engagement. It’s not an inspiring environment and
can often be traced back to depression or anxiety in the owner. These business owners create their own worst night-
mares by allowing their fear or indifference about the future to cause them to not plan for it. Hard-working people
can suffer from this theme. It can be a result of a lifetime of “you’re not good enough” conditioning or from a few sig-
nificant failures or hardships that they never recovered from.
For many, lack of vision is a defense against failure. It’s based on the assumption that if you lower your expectations,
your disappointment will be easier to bear. Rather than risk all-too-painful feelings of failure, these business owners,
and the environments they create, settle into a constant malaise. The Technician myth operates here: that hard work is
the answer to everything. Unfortunately, it isn’t.
In addition to not having a defined vision, myopic businesses will usually not reflect even a basic idea of a marketing
strategy. The value proposition of the business will not be “feelable” in any kind of rich, exciting way. These businesses
tend to coast near break-even, with passive marketing activities, if any at all. Without an active “how do we plan for
growth?” orientation, growth is held as a “someday maybe it will happen to us” possibility.
Fear
A fear-based business owner is always worried about the worst-case scenario just around the corner and has seri-
ous difficulty with risk in certain domains. Oftentimes, the owner has tried various strategies to grow the business
and failed, and the experience was so painful they’re not able to get back on the horse. Owners and managers with
this theme tend to be very hard workers, and use this strength as a place to hide, in classic Technician fashion. They
use their creativity to think of a myriad of reasons not to change, and are more likely to stay with a known discomfort
rather than take an unknown risk to make things better. This can create significant stagnation.
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LEADERSHIP Default Leadership Styles 49
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Formal planning is usually avoided in this theme, and procrastination and paralysis cause the business to stay in a
reactive mode. Not only do managers with this theme operate in fear, but they are afraid of fear as well. This means
that purposefully steering into discomfort in order to grow is incredibly difficult because the baseline state of anxiety
is already so uncomfortable that it is difficult to bear. People with this theme must learn, more than any other, that
fear is usually a reason to do something rather than to avoid it.
Businesses with this theme will often have structural dysfunction that the owner is afraid to address: a poorly per-
forming manager who has not been spoken to, a family member routinely crossing organizational lines, a successful
salesperson holding the business hostage.
Distraction “Spoiling” the business like a child and giving it what it needs impulsively. Investing in infrastructure for growth
that never comes. Growing the business to compensate for problems rather than addressing the issues. Constant
frustration that others are not as inspired as they are. Inability to stick with any longer term strategy. Avoidance of
quantification.
What is usually true for people with this theme is that they are incredibly creative and spontaneous such that long
periods of stillness and focus are unbearably painful. Learning to bear this perceived pain will make you stronger and is
important to face into with courage. Building your inner Manager is the path to transforming your business here.
Micromanagement Leaders who micromanage operate out of their fear of losing control. Leaders can’t control everything and their
attempts to will result in fear, mistrust and constriction. Micromanagers are more comfortable expressing anger and
frustration than any other theme group and often use it to react to their unfulfilled expectations rather than offering
supportive, constructive criticism. More subtle expressions of this theme can look supportive but are more subtly
controlling, like when they give employees responsibility without authority. Their dominating personalities makes it
impossible for their employees to get the emotional room they need to rise in self-responsibility. Business owners
with this theme complain how no one can do it like they can, yet they often don’t take the time to train their people
thoroughly with any sensitivity to what people need to be effective.
The long-term effect of this is that employees learn that it’s not worth it to evolve, because ultimately “the boss will do
it themselves” or will know better. Managers under this leadership will feel like they can never do it right and revert to a
kind of survival mode where pleasing the leader is more important than getting results.
Systemization is used as a means of control, not as a means to support employees to discover and document best
practices. The systems become an unquestioned explanation for “how we do it here” rather than part of a process of
continuing innovation.
This theme often features reverse delegation, when a manager takes back a project or task that was previously handed
off. Also common is low-performing and under-responsible employees and managers, procrastination, stagnant
growth in revenue and employees, management conflict, disempowered managers, stifled creativity, and a lack of
passion and personal engagement.
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Over-Responsibility This kind of business owner or manager typically operates in overwhelm and does not realize how much they need
to be needed. They often gain an unconscious pride from having all the answers, being the only one who knows, and
coming to the rescue. In their experience, their actions stem from a deep caring which, while true, distorts into hold-
ing others back from their own growth and responsibility.
Owners with this theme often have money issues because money and the denial of one’s own needs are so inter-
twined. They will tend to be over-generous or spend cash needlessly. They avoid confrontation and often keep
employees longer than they should. This pressure can build to an after- all-I’ve-done-for-you-type tirade, revealing
the hidden, unavoidable self-interest behind the “selfless” generosity. Over-responsible people sometimes slowly self-
destruct wondering why their care is not rewarded.
Symptoms include overwhelm, ignoring reasonable and healthy personal needs, trying to be all things to all customers
and prospective customers, passive aggression with employees, under-responsible employees utilized poorly, lack of
management, and outer-directed frustrations.
Over-Achievement Symptoms inside the business include a lack of soulfulness, and a lack of color and warmth in business objectives and
strategies; a willingness to cut corners or sell out on values to achieve results; stepping on people’s toes; insensitivity,
superficiality and dishonesty; and absence of ‘felt’ purpose and human connection. Business owners operating out of
this theme often expect everyone else to match their drive without any interest in whether employees are personally
connected to the owners’ goals.
Over-achieving owners may feel hollow and superficial. They are driven but not truly inspired and so don’t really touch
the hearts of their people. They may have a hard time inspiring others because their ambitious motives are not mean-
ingful to others. On the other hand, leaders with this theme are usually powerful manifestors, capable of creating
whatever they put their mind to. Workaholism is common when the pursuit of fulfillment becomes a kind of lifestyle
in place of actual fulfillment. People with this theme often define themselves by what they accomplish and so have a
very difficult time with criticism and failure.
© EMyth 2015
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Dissociation Symptoms include long-standing obvious business problems with relatively simple solutions, rotten apple personnel
issues, acute people-dependency because of management abdication, lack of direction/inspiration/dreams, disorgani-
zation, lack of structure and clear roles and responsibilities, and neglect in areas of the business.
Unlike the Fear theme, leaders and managers in this category are not usually conscious of what they avoid. They also
do not track how stubborn they are about keeping their head in the sand. Dissociated owners may be able to get
along well with people, but are unable to stand firm in their decisions. Making decisions is difficult in this theme and
they need long periods of uninterrupted time to commit to change.
Businesses driven by this theme will appear to have capable and independent employees, but they’ve become this way
by default and not under direct management, which can lead to a non-unified organization where everyone more or
less takes care of themselves, having filled the power-vacuum left by the leader.
Self-Importance While each of us has a self that is definitely important, that needs to be valued and cared for, excessive Self-Impor-
tance is a problem. It’s a problem when it’s the result of insecurity that is compensated for by an artificially heightened
or false sense of importance. People with this theme tend to have a distorted sense of superiority even though they
may have special qualities: unusually high intelligence, extraordinary skill or deep experience. As with each of these
themes, strengths become weaknesses when they lead to dysfunctionality. Self-important leaders are charismatic,
and may ignore people who don’t interest them personally. They are complex people and may miss the importance
of simple, ordinary solutions or have disdain for people who they perceive are not as multifaceted. They are confident,
and may miss facing into what they don’t know and appropriately asking for help. They learn quickly, but may not real-
ize they’re not actually prepared to begin a project or initiative.
Self-important business leaders see their leadership strengths in their own assets of personality rather than in their
ability to support the strengths of other people. Even with the best intentions, they tend to create organizations de-
pendent on them, because to empower other people makes them less important. When there are things only they
can do, it means they have value. If anyone can do what they do, they feel worthless. In this way, the identity of these
leaders is deeply woven into what they do. This makes them especially sensitive to criticism. As a result, they typically
ignore or deflect negative feedback or, when they listen, are overly-crushed by it in an unproductive way.
LEADERSHIP Default Leadership Styles 52
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Default Leadership Styles Assessment
Section 1: Under-Responsibility T F
1. I have a difficult time finishing what I start.
2 Commitment makes me feel like I’m limiting my options.
3. I’m frustrated by the fact that my people are not as inspired as I am.
4. My employees don’t follow through like I need them to.
5. I get bored easily doing routine tasks or after the excitement
of a new idea wears off.
6. Some people say I change my mind too often.
7. I don’t enjoy managing people and wish my employees didn’t
need so much support.
8. I have a hard time delegating because people don’t see the end result like I do.
9. I generally see others as the cause of problems before I see my own contribution.
10. It’s difficult for me to slow down and focus. It can make me feel
very uncomfortable.
11. I have people in my life (spouse, key manager, etc.) who I feel ground me.
12. I cross organizational lines sometimes in my business in the name
of moving quickly.
13. I like to keep the energy up and plan exciting things in advance
to look forward to.
14. I don’t always keep my word and am more of a ‘go with the flow’ kind of person.
15. Freedom means being able to do whatever I want and is one of my most
important values.
%
Total True:
(Divide the number of “true” answers by the total number of questions.) Percentage True:
LEADERSHIP Default Leadership Styles 53
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Default Leadership Styles Assessment
Section 2: Myopia T F
1. I find goal setting difficult and generally avoid it.
2 I’m comfortable with hard work and see it as the solution to my problems.
3. Leadership is uncomfortable for me and I’m most comfortable doing
the work myself.
4. I don’t often have a clear vision of what my business will look like in the future
because it seems like there’s so much to deal with right now.
5. Planning isn’t interesting to me because it seems like things never go
as planned anyway.
6. I often don’t feel inspired about my business.
7. My employees don’t seem inspired about my business.
8. When I start to imagine or plan for the future, I feel a fear of failure.
9. Failure for me means things not going as planned.
10. I don’t have a sense of what my company’s brand identity is.
11. I don’t feel my business is a canvas for self-expression.
12. If we just do what we do well, I expect the business will grow.
13. I don’t pay much attention to our competition.
14. It doesn’t seem realistic to make a living doing what you’re passionate about.
15. I’m not sure what I would do with myself if I didn’t have work.
%
Total True:
(Divide the number of “true” answers by the total number of questions.) Percentage True:
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Default Leadership Styles Assessment
Section 3: Fear T F
1. I tend to imagine the worst-case scenario first.
2. I often procrastinate.
3. I like to keep busy and feel uncomfortable if I’m not doing something.
4. I tend to operate in overwhelm a lot.
5. It’s hard for me to “get back on the horse” after something doesn’t work.
6. I have difficulty making decisions if I haven’t thought through
all the possible outcomes.
7. It’s hard for me to stay organized because I’m so busy.
8. I tend to avoid uncomfortable situations, especially when they
involve confrontation.
9. Often I know what I need to do, but just can’t bring myself to do it.
10. I find myself in analysis-paralysis periodically.
11. I seem to be more willing to stay in discomfort than risk change.
12. I know I should delegate more, but it’s often much easier to do it myself.
13. I have difficulty trusting others to take responsibility.
14. I often wish growth didn’t have to be so uncomfortable.
15. My mind moves so fast that it’s sometimes hard to slow myself down.
%
Total True:
(Divide the number of “true” answers by the total number of questions.) Percentage True:
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Default Leadership Styles Assessment
Section 4: Distraction T F
1. Sometimes I feel like I have Attention Deficit Disorder.
2. I’m usually reading more than one book at a time.
3. I am easily distracted by new ideas.
4. When I’m feeling low, a new idea will always make me feel better.
5. Some people say I change my mind too often.
6. I get bored easily and need a lot of stimulation.
7. It’s hard for me to stay organized because I have so many projects.
8. It’s hard for me to delegate because thinking things all the way through
isn’t easy for me.
9. It’s difficult for me to slow down and focus. It can make me feel
very uncomfortable.
10. I find it difficult to say “No” to new opportunities.
I’m afraid I might be missing out.
11. Structure can make me feel limited.
12. I tend to give in to my strong need for instant gratification.
13. I need to have the remote control.
14. If I am not in control of my time, sometimes I feel trapped.
15. Accountability makes me very uncomfortable.
%
Total True:
(Divide the number of “true” answers by the total number of questions.) Percentage True:
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Default Leadership Styles Assessment
1. I have perfectionistic tendencies.
2. My employees just are not detail oriented enough for me.
3. It’s hard for me to let go of control and trust people to do the work as well as I could.
4. Often it’s just easier for me to do it rather than take the time to train someone else.
5. Sometimes when an employee isn’t succeeding with something, I’ll take
the work back and do it myself.
6. I don’t really know the best way to train someone.
7. I’ve had a lot of bad experiences with delegation.
8. I like the idea of empowering employees, but it’s never seemed to work for me.
9. If my employees would demonstrate more responsibility, I would give them
more authority to make decisions.
10. I think my employees are scared of me.
11. My employees don’t take risks like I would like them to.
12. My employees don’t challenge my thinking.
13. I don’t like it when plans change.
14. If I can’t do something really well, I’ll avoid it, procrastinate or not do it at all.
15. Quantification seems like a good idea, but I like to be involved enough to be able
to see and feel what’s going on.
Section 5: Micromanagement T F
%
Total True:
(Divide the number of “true” answers by the total number of questions.) Percentage True:
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Default Leadership Styles Assessment
1. People in my business don’t own their responsibilities like I would like them to.
2. People seem to ask me to help them make decisions they should be able
to make on their own.
3. Sometimes I feel like my employees delegate tasks up to me.
4. I’m generally not comfortable confronting people.
5. I tend to be more focused on other people’s needs over my own.
6. Sometimes I feel taken advantage of by people.
7. It’s hard for me to say “No” to people.
8. I care so much about people that I avoid saying or doing things
that would hurt them.
9. Sometimes I get frustrated with how people don’t appreciate everything
I do for them.
10. I have some passive-aggressive tendencies.
11. I think I can be generous to a fault.
12. It’s difficult for me to hold people accountable because I can see how
hard they’re trying/working.
13. Sometimes I work so hard I don’t take care of myself.
14. My people don’t seem adequately challenged.
15. I’m concerned if my people are pushed too hard, they won’t like
me or their work.
Section 6: Over-Responsibility T F
%
Total True:
(Divide the number of “true” answers by the total number of questions.) Percentage True:
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Default Leadership Styles Assessment
1. I love setting goals and thinking about what I will achieve.
2. After I achieve goals, I feel the need to create new ones.
3. How I feel about myself depends a lot on how much I got done in the day.
4. I routinely get done less than I would like.
5. People have told me I’m insensitive to their feelings.
6. I don’t understand how unambitious many people can be.
7. I’m not sure what my passion is, but when I have the time and money I’ll find out.
8. Failure is very difficult for me.
9. I have a hard time taking criticism.
10. Keeping busy and having a positive attitude seems to be the secret to happiness.
11. Sometimes I overwork and need to just collapse for a while.
12. I’m frustrated when emotion gets in the way of productivity.
13. I have heroic tendencies or ideas about myself.
14. I was a kind of “star” at one point in my life.
15. Sometimes I see people as a means to achieve my own goals.
Section 7: Over-Achievement T F
%
Total True:
(Divide the number of “true” answers by the total number of questions.) Percentage True:
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Default Leadership Styles Assessment
1. I generally prefer to manage numbers and systems rather than engage with people.
2. I avoid conflict and it’s hard for me to confront people.
3. It’s difficult for me to make quick, decisive decisions.
4. I don’t understand why people let their emotions get so involved in their work.
5. Peace of mind is a core value for me.
6. Getting along with people and maintaining harmony is more important than
telling them exactly what I think.
7. It’s not easy for me to express inspiration about my business.
8. Holding people accountable is very uncomfortable for me.
9. There are certain aspects of my business that I just don’t want to deal with.
10. Sometimes when critical priorities show up, I find myself doing
unimportant things.
11. My people are hard workers, but lack enthusiasm.
12. It’s easier for me to make decisions by myself than when other people are around.
13. There are personnel issues in my business that I know of and I’m choosing
to live with rather than address.
14. It’s hard for me to know what I really want.
15. Having a comfortable quality of life is more important than setting goals
and achieving them.
Section 8: Dissociation T F
%
Total True:
(Divide the number of “true” answers by the total number of questions.) Percentage True:
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Default Leadership Styles Assessment
1. It’s easy for me to feel like others don’t appreciate my gifts, but even when they do,
it doesn’t feel like enough.
2. I need others more than I would like to feel good about myself.
3. I like having something unique to contribute.
4. People sometimes say I’m arrogant, which surprises me because I feel insecure
on the inside a lot of the time.
5. I seem to be a bit more dramatic and temperamental than most.
6. People see me as complex and difficult to relate to in some ways,
but I actually like that about myself.
7. I don’t like to lead or follow, and have difficulties in either role.
8. I tend to get frustrated when other people don’t see what’s so obvious to me.
9. I tend not to follow rules very well because I want to put my special touch on
whatever I do.
10. It’s easy for me to feel alone, even when I’m around people I’m close to.
11. It’s easy for me to see what’s wrong or missing in things and sometimes the
amount of judgment in my head is distracting.
12. When others are praised, I often feel the need to compete.
13. Many times, I feel like I’m the last to know about the way I’ve been
impacting people around me.
14. It’s easy for me to be bored by people and I feel I have to contribute a lot to make
conversations alive and interesting.
15. I have a persistent feeling of being misunderstood.
Section 9: Self-Importance T F
%
Total True:
(Divide the number of “true” answers by the total number of questions.) Percentage True:
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Default Leadership Styles Assessment
1. Under-Responsibility
2. Myopia
3. Fear
4. Distraction
5. Micromanagement
6. Over-Responsibility
7. Over-Achievement
8. Dissociation
9. Self-Importance
Score % Score % Score % Score %
Scorecard
You are encouraged to input scores from previous assessments (if any) here
for comparison, with the most recent scores on the left. Input the date where indicated.
Section Date: Date: Date: Date:
LEADERSHIP Default Leadership Styles 62
© EMyth 2015
Notes
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Default Leadership Styles: Coach Lab
Instructions: Read each scenario and write the primary survival strategy next to the scenario number. Resist
the urge to list more than one as an answer, since there is always one primary strategy at cause for any other
strategy. A list of the strategy and short descriptions are provided in the appendix.
Scenario 1:
The client, a hairstyle school owner, was stolen from by a trusted office manager prior to beginning coach-
ing. She has worked diligently to feel she can trust people again, but she tends to control rather than mentor
her people. She is learning that others can do things as well as she can or better, but she still doesn’t have that
basic trust that will help her let go, let others do things, much less allow them to make mistakes and learn. She
certainly has a technician’s perfectionism and recognizes it. Her employees are loyal, yet they don’t innovate
and rarely do anything beyond meeting her basic expectations.
Scenario 2:
The client, a heating and ventilating contractor, has been in business for eight years, growing gradually, but
not making any significant progress. In the beginning of coaching, he created a vision and values, but hasn’t
really followed through to communicate them to his team. There is very little inspiration, and not a lot of
planning for the future. He has been wrestling with creating a new marketing strategy, but has been working
on it for over a year and seems to be no closer to defining his brand than when he first began.
Scenario 3:
The owner of a software company is always coming up with a new idea that will flesh out the existing offer-
ing and push the business to the “next level.” Structural issues exist, like a missing organization chart, and are
focused on occasionally; but then he reverts to the idea that growing alone will save and sustain his company
and doesn’t complete the task at hand. He says he wants to quantify more to discover the truth in lead gen-
eration and sales, but just can’t seem to get it done.
Scenario 4:
The three owners of this landscaping and garden center business are two brothers and a sister. They prize
harmony and not having significant problems in their company. They are particularly proud of their very loyal
people who have been with them for years. They lack inspiration, structure and clear roles between them.
They keep their emotions inside, and tell you their father, who started the business, was an emotional fire-
cracker. They come to meetings with very little to say and the coach has to work harder than they should to
elicit, much less address their issues. The employees feel direction is lacking and attempt to do the right thing,
but they are often frustrated.
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Scenario 5:
The client, a doctor, has an office manager that holds things together; but the level of progress desired since they
started coaching just hasn’t been happening. The client shows up for meetings often unprepared and unfocused, and
blames external events frequently for this. He keeps his appointments with patients, but many of his other commit-
ments are not kept in a similar fashion. He often finds fault with his office manager, but knows he can’t do without
her. The other employees are inconsistent, sometimes they are quite good, but at other times they are not clear about
their responsibilities and things fall through the cracks.
Scenario 6:
The client, an electrical contractor, tried repeatedly to get out of the recession rut and grow his business consistently.
He works hard, harder than everyone else in the company. He acquired a new compatible company and wants to
open new branches; but he can’t seem to grapple with the strategies that will set him on the right direction. He makes
progress, then falls back into procrastination, reaction and inability to make decisions. His managers are holding him
back. He knows this, but he hasn’t found a clear path to direct them.
Scenario 7:
The client, who owns a video production company, is incredibly passionate about her business as she seeks to sup-
port nonprofits, as well as creators of art. Business has grown rapidly, but she is completely overwhelmed. She remains
the go-to person for advice, consultations, and substituting for sick employees. She cares deeply about her business
and her people, but feels her life is getting a short shift. She knows some of her people are just coasting, but she can’t
bring herself to either get them to step up or get them out.
Scenario 8:
The client owns a training company and has a very optimistic vision he is attempting to reach in a very short time
frame. It’s very important to him to achieve his objectives. He’s motivated by money, but also wants to prove he can
do it. Sometimes he lets his values take a backseat to what he feels is necessary “to get the job done right.” He fires
quickly if he doesn’t feel a person is getting it, but has also re-hired some that he has fired. He often feels let down that
others are not matching his lead. He senses something lacking inside, but doesn’t have the energy for figuring that out,
and would rather focus his time, energy and resources on realizing the vision regardless of how he feels within himself.
Scenario 9:
This financial services company is led by charismatic, “larger than life” leader who has written a bestselling book. He
is frustrated how none of his employees understand the principles of the company like he does, and every six months
he fires the sales manager and takes the role on himself. His employees used to take initiative, but the owner has
shot down so many of their ideas that people don’t even try anymore. He doesn’t understand why the business hasn’t
grown, given how wonderful their subscription-based product is, even though retention is weak and there are a fair
amount of complaints.
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Default Leadership Styles Summary
1. Under-Responsibility
Light:
Free-spirited
Creative
Spontaneous
Shadow:
Deficits in accountability
Lack of ownership
Integrity issues
3. Fear
Light:
Ability to think ahead
Sharp analytical skills
Shadow:
Resistance to the unknown, discomfort
Procrastination
Paralysis analysis
2. Myopia
Light:
Lack of clear vision
Lack of expectations
Uninspiring, dry
Shadow:
Belief that hard work will solve problems
Change isn’t easy or worth the effort
Lack of passion
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4. Distraction
Light:
Spontaneous
Creative
Engaging, exciting
Shadow:
Impulsiveness
Lack of focus, follow through
Disorganization, overwhelm
6. Over-Responsibility
Light:
Enormous care
Commitment
Responsibility
Shadow:
Care-taking
Putting self last
Net-Irresponsibility
5. Micromanagement
Light:
Passion, drive
Intensity of care
Precision
Shadow:
Perfectionism
Domination
Bullying
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7. Over-Achievement
Light:
Passion, drive
Goal-orientation
Efficiency, focus
Shadow:
Unrealistic goals and expectations
Exhaustion, overwhelm
A need to be heroic
9. Self-Importance
Light:
Charismatic
Interesting
Outspoken
Expressive
Shadow:
Arrogant
Narcissistic
Need to be special
8. Dissociation
Light
Calm, approachable
Easy-going
Even-keeled
Shadow:
Head-in-the-sand
Pain and conflict avoidance
Indecisive, aloof
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Notes
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EMyth Business Coaching Workbook 68
Notes
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Values, Passionand Purpose Putting your life first
LEADERSHIP
LEADERSHIP Values, Passion and Purpose 70
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Your Values, Passion and Purpose
Definition
This process is designed to help you discover—or rediscover—the things that matter to you most. We categorize those things into your values, your passions and your purpose. They are the answer to the question: “Why do I do what I do?” It’s the most personal question and an ongo-ing conversation you have with yourself. It’s the foundation for inhabiting your role as leader, no matter what business you’re in or how many people you work with.
Key Points
The Purpose Statement is in-tensely personal. It’s all about you. There is no such thing as a right or wrong, a good or bad Purpose Statement. There is only what is true for you.
The keys to understanding your purpose are to explore what you do not want your life to be like, to decide what you do want your life to be like, and to discover the self-imposed limitations that get in the way.
Money, status, power, possessi-ons, and winning are not the es-sence of a Purpose Statement. It’s deeper than that.
The best indicator that you have discovered your true Purpose is your emotions. If you don’t feel energy, enthusiasm, commitment, and a sense of “Yes! That’s me!”, you haven’t found it.
The Values, Passion and Purpose discovery process is not New Age pseudo-psychology. It’s a pragmatic and real world way to put your life in perspective. It anchors your leadership and your decision-making with a solid understanding of what is and is not important.
Why Do You Needto Understand YourValues, Passion and Purpose?
Understanding your values, passion and purpose gives you the ability to live your life inten-tionally—rather than randomly— by making conscious choices that are consistent with what is most important to you. It helps you set your life’s real priorities and puts your business in its proper per-spective. It enables you to under-stand where the real purpose of your life lies, and how better to serve that purpose.
The Values, Passion and Purpose
Discovery Process
List what you don’t want in your life
List what you do want in your life
Set priorities and bust barriers
Write your Values, Passion and Purpose
Write your Purpose Statement
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The Discovery Questions are designed to help you answer these deeper questions about yourself and arrive at
your Purpose Statement. Give yourself permission to explore these questions without self-imposed boundaries.
The questions are here to open up the space for the values and passion that are already in you to emerge. Be
bold, be irrational, be unstopped by your fears, and dare to listen to your heart. Consider each question, sit with
it, discuss it with others if you feel that will help, but don’t over-analyze your answers.
What do you want your life to look and feel like?
What matters most at this point in your life?
What do you value most? What’s important to you?
What would you like to be able to say about your life after it’s too late to do anything about it?
Discovery Questions
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What would you like people’s perceptions of you to be?
What would you like people’s perceptions of you to be?
How do you want your life to feel on a day-to-day basis?
What are your daydreams about?
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When you were young, what did you want to be when you grew up?
Of all the things you have done in your life, what has given you the most satisfaction or pleasure?
What is missing from your life? When you find yourself wishing for something, what is it?
Do you ever find yourself wishing you were different? What do you wish?
Why aren’t you that way? What gets in your way?
If you no longer had to work, how would you spend your time? And with whom?
Of all the things you have done in your life, what has given you the least satisfaction or pleasure?
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What motivates you to perform above and beyond the call of duty?
What are your greatest weaknesses?
What are your greatest strengths?
What do you want to achieve, but you find it impossible to do?
What barriers make it impossible? Think again, are those barriers really insurmountable?
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1What Don’t You Want in Your Life?
1
Using the space below, list everything that causes you anger, stress, frustration, fear,
hatred, embarrassment, dissatisfaction—whatever it is that you do not want in your life.
2
Now go back over your list, thinking carefully about each item. Notice your feelings, your sense
of importance about each one. Mark no more than 5 or 6 items that are the most important not
to have in your life.
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2What Do You Want in Your Life?
1
Use the space below to list everything that you do want in your life. Look at what your deepest
don’t-wants tell you about what you really do want. Focus on what makes you feel happy, fulfilled,
satisfied, and what energizes and motivates you. Avoid the superficial and the material and go for
the deeply satisfying, profoundly rewarding life experiences. Again, don’t think too much about it
yet, and write as many as you can.
2
Go back over your list, now thinking carefully about each item. Again, notice your feelings, your
sense of importance about each one. Mark no more than 5 or 6 items that are the most important
to you. Look over those items and rank them from the most important to the least important.
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3What Are Your Priorities, and What’s in Your Way?Write down, in order of importance, the items you marked from the list of what you want in your life.
Think carefully about each of them, and write down what, if anything, is keeping you from attaining
them. Think especially hard about self-imposed limitations.
Important Things
You Want in Life
Barriers
and Limitations
Barrier-Breakers/
Solutions
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4Your Core ValuesAs you begin to reflect on your own core values, don’t ignore any deeply-held desires simply because they seem
impossible, undeserved, embarrassing, unpopular, inappropriate or beyond your reach. Those are the important
ones! We can’t stress this enough. They hold a vast amount of often previously hidden information you can tap into
to deepen your awareness of yourself. And this awareness is the source of your greatest success.
Now, create four values categories: Health, Relationships, Work and Financial. Think about what you value in these
four areas. Write down as many values as you can think of that resonate with you. Avoid generic statements; try to
make it as personal and specific as you can. If you want some help with words or ideas, go online and do a search for
“values lists.” When you’ve made an exhaustive list, go back and circle the ones that feel most true to you. Combine
the ones that are repetitive. Narrow your list down to no more than 10 total.
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5Write Your Own EulogyYears and years from now, after a happy and fulfilling life, you are given the opportunity to write the eulogy for your
memorial service. Assuming you live the life you want from this point onward, what will your eulogy say? If the idea of
writing your eulogy is too much for you right now, write a letter instead to a childhood friend, one of your children,
maybe a grandchild or someone you see every once in awhile. Tell them about who you’ve become, what makes you
feel best about yourself and your life, what you cherish, what you’ve learned about what really matters and, of course,
what you would want to do over if you had the chance.
Looking back on the life of
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6Your Purpose StatementEven if you’ve read and re-read the material you’ve generated, go back over it one more time. Look for any answers
that don’t seem clear or complete and fill in what’s missing. Change anything that doesn’t feel quite right. Notice
similar or repeated words. Let yourself feel connections that you might have overlooked. Give yourself permission to
feel what you feel about specific words or phrases or ideas. Take your time. This shouldn’t be rushed. Trust that the
clues are there. The answers are there. Your purpose is there whether it has popped out at you yet or not. It’s already
in you. Everything you’ve written has come from you, from the inside out. What is all of this material telling you?
Now, condense everything you’ve written into a couple of sentences. In the most essential way, what would your life
be like if you were bringing all of who you are to all of what you do? Try various word combinations and ways to
describe yourself until you feel that “Ah-ah! I’ve got it. This is who I am at my best. This is what I’ve come to express in
the world.”
The essence of my Purpose is …
Or, I am …
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7Your Personal Goals
Component
Annual Income
Professional Growth
Education and Personal Development
Family and Relationships
Hobbies, Pastimes
Travel, Leisure
Retirement
Major Purchases
In 6 Months By Next Year In 5 Years 10 Years +
Personal Goals are tangible and measurable. They can be material or financial or about the quality of your life,
like volunteering in your son’s classroom every month. Your Personal Goals should be in alignment with your
values, passions and purpose and company Vision. If they aren’t, you will certainly want to ask “why?”
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Notes
Your Brand Commitment Defining your purpose
BRAND
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Your Brand Commitment
Overview
The Most Valuable Leadership System
Brand takes your values and vision, your passion and purpose, and connects them with your culture and customers. Your brand idea—that which differentiates you from everyone else—forms the basis for your Brand Commitment, or the promise you make to your customers.
Your Brand Commitment is a brief state-ment that describes what your customers need to feel in every interaction with your business. It is the total expression of your customer experience. It is the “why” behind everything you do.
The Brand Commitment is the explicit agreement amongst your entire staff that accentuates the idea that everything they do is intended to enhance the emotional connection the customer has with your staff and the business. You as the leader must decide what that emotional connec-tion needs to be.
The Brand Commitment is the most impor-tant and valuable internal Leadership Sys-tem which guides your entire business. It is the foundation of all your systems and gi-ves life and meaning to the work of the or-ganization and each position. It empowers each team member, gives meaning to why they do the work they do, and informs their behavior that shows up through a fulfilling client experience. The Brand Commitment is at the heart of the organization.
Creating Your Brand Commitment Statement
There is no magic formula for how to create a Brand Commitment. The worksheets will guide you through a discovery process and help you think about what matters most and how to articulate that in the form of a statement that inspires and empowers your people. First, you will review key leadership documents, such as your vision, values, and marketing strategy. Next you will dive deeper and consider how to put your brand into your operations through engagement (your people) and experience (your customers). Lastly, you will be asked two final questions:
1) What do you want your custo-mers to say about your business?
2) How do you want your customer to feel in every interaction with your business?
How you answer those questions will help you summarize in a 3-4 sentence statement the essence of your Brand Commitment.
Key Points
The Brand Commitment:
Provides the why to the way you do it
Keeps you customer-focused
Creates customer loyalty
Is your competitive edge
Differentiates you
Integrates culture and customers
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Creating Your Brand Commitment
You’ve always been working out what it is that you really want your customers to get from your business but
you always did it before by thinking in terms of specifications or benefits not typically the feelings one gets.
Answering the questions that follow will help elicit more information to distill into your formal statement.
To get started, you will first need to review your key leadership documents.
Company Vision
Company Values
Marketing Strategy
Leadership Questions
Your vision directs your thinking about your brand and defining the commitment you
want to make to your customers furthers the effectiveness of the vision.
What do you want your company to be known for?
How will coming from these values via your brand commitment impact how you do business?
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Marketing Questions
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The psychographic profile of your customers—which is how they think and feel, and why they buy your product
or service—is based on answering these questions:
What is currently holding your customers back?
What is their immediate pain?
Their missed opportunities?
What kinds of freedoms do your customers want?
How can you make your customers more productive?
How can you help your customers enjoy life more?
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Basis of Competition
What will be your competitive advantage (price, quality, convenience, customer service, advertising, product
features, responsiveness, fast deliver, appearance, market coverage, simplicity, reliability, durability, etc.)?
Distinctive elements of your product or service:
Product/service enhancements (guarantees, service contracts, leases, community benefits, ecological benefits, ethnic appeals, unit sizes, enhanced product performance):
Distinctive marketing methods:
Distinctive behavior/dress/qualifications of employees:
Distinctive “presence” (appearance, size, sound, texture, smell, colors, shapes, designs, etc. Think in terms of (1) the senses - visual, tactile, scent, sound, and taste, and (2) intangible impressions – trustworthiness, reliability, honesty, novelty, etc.):
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What is your USP (i.e., tagline or advertising slogan)?
What customer compliments do you receive on a regular basis?
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Who are your three main competitors and what are they known for? Note both compliments and complaints you hear about them.
Management Questions
This is where you put your brand into operations. This happens by looking at two specific areas: engagement
and experience. These final two questions help craft a statement that expresses your brand commitment.
How do I want our customers to feel in every interaction with the business?
Review the description above and circle the adjectives and expressive words or phrases that best
represent the experience you want your customers to have.
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If you can orchestrate that experience consistently, what do want your customers to say about the business?
The customer experience is supported first by the design of your systems and second, by the development of your
people. The Brand Commitment anchors both of these strategies by providing a clearly stated “why” behind the
way you do business. The Brand Commitment is a “results statement” for your people to clearly understand the
experience you are creating and striving to deliver to your customers, and each other day after day.
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Draft Your Company’s Brand Commitment Statement
It’s now time to take a stab at drafting your statement. First, go back and review all the material you’ve generated thus
far and notice particular adjectives and descriptive words that came up frequently. Then, dig deeper. For example, if
you used a word like “friendly,” then ask yourself how does that make people feel? It makes them feel like a friend and
you care about them personally, right? Try to tap into and experience and the feelings behind the words. Make some
fun out of it, take sufficient time and revise until you feel it’s right. The finished statement should be no more than 3-4
sentences max.
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Transforming Frustrations Solving problems from the root cause
LEADERSHIP
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Definition
A frustration in your business is an undesirable pattern of results that can be eliminated by instal-ling a system. The Transforming Frustrations Process is a method by which you can identify the un-derlying business condition and create system solutions to elimi-nate the undesirable conditions.
Key Points
The heart of the Transforming Frustrations Process lies in understanding the underlying business condition that is causing the frustration.
The key to understanding is to continue to ask specific, probing questions until the underlying condition is exposed. You must also look at how the frustration, as an aspect of the business, is a reflection of you.
The key to eliminating the frustration is to create effective systems that address the underlying condition and not just apply Band-Aids.
There are three ways of perceiving frustrations:
1. Self-Directed: I am the cause.
2. Outer-Directed: Someone or something else is the cause.
3. System-Directed: The lack of an effective system is the cause.
Self and Outer-Directed contributions must be explored before an effective system can be implemented or else systemization may work around personal responsibility rather than support it.
Why Do You Needthe Transforming Frustrations Process ?
The Transforming Frustrations Process teaches you the primary skill of successful small business management: systemic thinking. It is a tool for eliminating frustrations and problems by developing system solutions. It also reveals hidden opportunities in yourself and your business. It helps you identify deep underlying strategies in yourself and the business that are the source of most of your day-to-day frustrations.
Transforming Frustrations Process
State a single frustration
Explore contributions and restate it as a system-directed frustration
Uncover the underlying condition
Quantify the impact of the frustration
Identify the Generic System Solution
Assess your commitment to solving the problem
Define the specific system solution
Implement the Solution
Transforming Frustrations Into Solutions
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This worksheet guides you step by step through the Transforming Frustrations Process.
The eight steps of the process are outlined below.
What’s bothering me?
Identify one frustration you have in your business.
Remember, you can only work through one frustration at a time, so be specific.
Transforming Frustrations into Solutions Worksheet
1 State a Single Frustration
Who and/or what is contributing to the frustration and how?
Self-Directed: How am I contributing to the frustration?
Outer-Directed: How is someone or something else contributing to the frustration?
2Explore Contributions and Restate as a System-Directed Frustration
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System-Directed: How is the lack of a system, or a system that’s lacking, contributing to the frustration?
Write: There’s no system to ensure
(the result you’re not getting)
What is the underlying theme or condition of the frustration?
Ask specific, probing questions to achieve clarity on the cause of the frustration. Be thorough.
It’s better to ask too many questions than too few. The heart of the process is recognizing the real problem.
3Uncover the Underlying Condition
What exactly is the impact of the frustration?
Ask questions to quantify the condition to establish its magnitude. Quantification can reveal important clues for
solving the prolem. Below are a few examples of questions to help you get started, but keep asking! There are many
more questions you can ask regarding what’s really going on.
Specifically, how is my business impacted by my frustration?
What are the specific examples of when/where/how this frustration occurs?
What are the results I’m not achieving in my business because of this frustration?
What is the opportunity cost related to this frustration? What could be happening if this wasn’t going on?
4Quantify the Impact of the Frustration
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What is the solution going to basically, generically look like?
Translate the specific frustrating condition into a generic system solution.
Don’t be surprised if you identify more than one system solution.
What kind of system would eliminate the frustrating condition I’m experiencing?
What result would have to be produced by a system designed to eliminate this frustration?
5Identify the Generic System Solution
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Does it make sense to address this now? If not, when?
Do I really want to remedy this frustrating condition, or would I rather live with the frustration?
How does the quantification in Step 4 inform this?
If you choose to continue:
6Assess Your Commitment to Solve the Problem
What exactly does the system need to look like?
Begin the process of designing the specific, detailed system solution to the frustrating condition in your business.
Use a separate sheet of paper to outline the system design elements that are needed. Again, here are the four basic
elements:
1. Title
2. Result Statement
3. Accountable Positions
4. Work Listing
7Define the Specific System Solution
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How exactly will the system be implemented?
Set a timeline and make sure it gets done! Use your calendar! Get others to help!
The sooner you implement the solution, the faster you’ll see results.
8Implement the Solution
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