Capability building through coaching

How do you make coaching regular, consistent and personal as the operation grows?

Call recordings, quality scores and performance data can show what happened. Managers still need time and context to turn that evidence into a useful conversation with each person.

Sariio does much of the preparation. Sariio brings the campaign standard, evidence from the work and the person's work preferences into one place for the manager to review. The standard remains consistent, while the conversation can still fit the person.

The cover of The Play Book by David Foggin.
The Play Book. A strategic view of the people, relationships, teams and organisational conditions behind performance. Read The Play Book.

Two illustrative examples

What does the preparation look like in practice?

A manager preparing after a quality review

A quality result has identified a call for discussion. one2one brings the relevant evidence and campaign standard together with the person's work preferences. The manager reviews the preparation, listens to the person's perspective and agrees an action with them.

A person preparing to discuss workload

Several pieces of work are due at once. The person uses Coach to consider what needs deciding, the options they see and the support they want to request. Their myMAP gives them language for explaining how they prefer to prepare and organise their work.

Two routes into the conversation

Who needs to think before the conversation begins?

one2one supports manager preparation. Coach supports a person reflecting independently. In both, people decide what to discuss and do.

01Manager-led

one2one

Prepare for a specific conversation without standardising the person.

The campaign standard stays consistent. The preparation changes according to the evidence and how coaching is likely to land with this person.

See what sits inside the one2oneClose the one2one detail
  1. Campaign standardWhat good performance requires.
  2. Evidence from the workThe selected call, QA result and previous action.
  3. Work preference intelligenceHow coaching is likely to land with this person.
  4. Manager reviewThe manager checks the evidence, edits the note and endorses it.
  5. Conversation and actionThe manager and agent discuss the work and agree what happens next.

What AI prepares

A short note that recognises what went well, identifies the moment worth revisiting against the campaign standard, proposes one observable action and suggests how the manager might open the conversation.

What remains human

The manager decides what is relevant, changes the draft and leads the conversation. The agent contributes their perspective. Nothing reaches the agent until the manager has endorsed it.

Read why AI prepares while people retain the judgement
02Person-led

Coach

Examine a work question before choosing what to discuss or do.

The person starts with the question that matters to them. They decide which context to add, what to take from the reflection and whether to bring it into a conversation.

See what sits inside CoachClose the Coach detail
  1. The person’s questionWhat needs attention now.
  2. Context they chooseRelevant documents or evidence added through Room and Context.
  3. Work preference intelligencePrompts that reflect how the person prepares, decides and acts.
  4. Guided reflectionThe person considers the situation, options and likely consequences.
  5. The person’s decisionThey choose the next step and what, if anything, they want to share.

What AI contributes

Coach asks questions, helps the person examine the context they have chosen and makes room for options before a decision is made.

What remains human

The person owns the question, answer and action. Coach cannot agree an action on their behalf, and it steps back when a matter requires qualified or organisational support.

Read where AI coaching stops and human support begins

From evidence to capability

How does evidence become better work?

A score can identify where attention is needed. Capability grows through what happens next: interpreting the evidence, preparing for the person, holding the conversation and checking whether the agreed action helped.

Evidence and standard

What happened, and what does the campaign require?

Start with the relevant quality evidence, call or interaction, scorecard and previous action. McKinsey found that coaching based on four to six calls from the 500 or 600 an agent may handle each month can miss important patterns and the behaviour behind the metric.

Research signal: McKinsey, contact-centre coaching research.

Read how standards and evidence shape coaching cadence

Personal relevance

How will the coaching land with this person?

The same evidence can prompt different reactions and different questions. Work preference intelligence helps the manager consider how to frame the conversation, invite the person's perspective and keep attention on the work. In the largest review of feedback interventions, more than a third reduced performance; feedback was less effective when attention shifted from the task to the self.

Research signal: Kluger and DeNisi, 607 feedback effects across 131 studies.

Read what the feedback evidence found

Manager preparation

What does the manager need before the conversation?

Sariio assembles the relevant evidence, coaching history, preference context and questions for the manager to review. The preparation supports judgement rather than replacing it. McKinsey found that time-pressed supervisors can fall back on coaching to a number, while Gallup describes meaningful feedback as dialogue built through listening, questions and context.

Research signal: McKinsey and Gallup research on coaching practice.

Read how AI can support rather than replace managerial judgement

Action and review

What will change, and when will we look again?

The manager and agent agree one action that can be observed in the work, then return to it at the cadence the operation sets. COPC places the agent scorecard at the centre of the monthly one-to-one and uses interim check-ins to maintain momentum. The 2023 workplace-coaching meta-analysis found a positive overall effect, while also finding no evidence that one coaching approach is universally superior.

Research signal: COPC guidance and the 2023 workplace-coaching meta-analysis.

Read what the coaching evidence supports

The operating question

Do managers have the preparation time and support that good coaching requires?

Coaching belongs within the operating model. Better preparation helps managers use evidence consistently, exercise judgement and build capability as the operation grows.

Original research links open in a new tab.

Operations researchMcKinsey

$2mannual staff time allocated to coaching in an average 500-agent contact centre

TL;DR

Smarter call-centre coaching for the digital world

Contact centres already invest substantial staff time in coaching, but McKinsey found that limited supervisor time, narrow call samples and inconsistent practice weaken the return. Digital tools can improve the evidence and reduce administrative work, but supervisors still need the capability and time to coach.

Global workforce researchDeloitte

36%of managers felt insufficiently prepared for the people-management parts of their role

TL;DR

The future of the middle manager

Deloitte found that 36% of managers felt insufficiently prepared for the people-management parts of their role, while the same proportion reported insufficient technological support. As routine administration becomes automated, judgement, coaching and workforce development become more important managerial responsibilities.

Sariio has worked before

When trainers and team leaders coached to preferences.

These case studies describe how two contact centres used Sariio’s first generation to support training and coaching around work preferences.

TL;DR

How do new outbound agents reach target sooner?

A UK outbound BPO working for Orange, Sky and Barclaycard rebuilt its sales training around how its agents prefer to work. 55% of new starters beat target within four days.

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  • Selection used a map of each client’s top performers, and the sales trainers learned to read each new starter’s map.
  • New agents held a 9.5% conversion rate and beat their first-month premium income target by 27%.
  • On the Orange campaign, the site whose trainer used the maps kept improving while the other two peaked and fell back.

The sales process stayed the same. The coaching changed to fit the people.

Read the case study
TL;DR

What happens when team leaders know how each person works?

Sitel used the maps on five major outsourced client campaigns and reported annual attrition down by more than 10% on average, a saving of more than six figures a year.

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  • Five major outsourced client campaigns at Sitel UK.
  • Its Director of Corporate Development said team leaders and campaign managers created a “buzz about the place” by understanding their teams and coaching them accordingly.

The saving came from people staying, and the difference on the floor came from coaching that suited each person.

Read the case study

From Insights

What the coaching research says.

The evidence supports workplace coaching, but it does not support turning every conversation into the same script. These reviews examine outcomes, cadence, familiar frameworks and the limits of AI support.

TL;DR

The return on coaching: better work, one conversation at a time

A 2023 meta-analysis found a medium-sized positive effect from workplace coaching, making clear goals and follow-up essential to seeing what changes in the work.

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  • A 2016 review of 17 studies found positive effects of workplace coaching on learning and performance outcomes (Jones, Woods and Guillaume, 2016).
  • A 2023 meta-analysis found a medium-sized positive effect overall, including improvements in skills, attitudes and motivation. Positive findings appeared in manager ratings and participants’ own assessments (Cannon-Bowers et al., 2023).
  • Coaching success can include wellbeing and engagement alongside financial considerations. Agree a relevant starting measure before sessions begin (Grant, 2012).

For leaders, agree one observable work goal and a starting measure before coaching, then review work outcomes and the person’s experience together.

Read the full article
TL;DR

The GROW model, reviewed

Coaching works, and GROW's ingredients of goal-first, solution-focused questions hold up in research, but the model itself has barely been studied and turns into a script when it is run mechanically.

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  • GROW was built in the 1980s by Whitmore, Alexander and Fine, and Whitmore's 1992 book Coaching for Performance made it famous.
  • Pooling 18 studies of workplace coaching found positive effects, strongest for goal attainment at 0.74, then performance and skills at 0.60 and work attitudes at 0.54 (Theeboom, Beersma and van Vianen, 2014).
  • Direct studies of GROW are a handful, and one found no difference with or without the model.
  • Goal-first, solution-focused questions outperform problem-focused talk in the research.

For leaders, teach GROW as a map for a conversation, keep returning to the person's goal, and drop the sequence when it stops helping.

Read the full article
Shadow Global

Cape Town, South Africa

Why Shadow Global partners with Sariio

“Sariio strengthens our ability to have meaningful, data-led conversations with employer partners about candidate fit, while empowering our Shadows with greater insight into their strengths and potential.”
Nate Jacobs Nate JacobsChief Operating Officer, Shadow Global
“For us to be sustainable, it's this kind of continuous improvement that would really support us. Sariio is an incredible tool.”
Tholakele Nyongo Tholakele NyongoHead of Facilitation & Training, Shadow Global

Start with one campaign

Where would more consistent preparation make the greatest difference?

Choose a campaign where leaders want coaching to happen more regularly and to remain relevant to each person. We can examine the current evidence, manager workload and coaching approach before deciding what a useful first step would be.