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Institute of Education, University of London
Improving the Experience of Skype Coaching
in an Educational Setting
Christopher Ashley Jones
[email protected]
07710827083
Dissertation submitted in partial fulfilment of the requirements for the degree of MA in
Advanced Educational Practice.
This dissertation may be made available to the general public for borrowing,
photocopying or consultation without the prior consent of the author.
Word count 19449 words
November 2013
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1 Table of Contents
1 Table of Contents ...................................................................................... 2
2 Acknowledgements .................................................................................. 3
3 Abstract...................................................................................................... 4
4 List of Figures ........................................................................................... 5
5 List of Tables ............................................................................................. 6
6 Introduction ............................................................................................... 7
7 Literature Review .................................................................................... 17
8 Conceptual Design ................................................................................. 44
9 Phase 1..................................................................................................... 56
10 Phase 2..................................................................................................... 66
11 Bibliography ............................................................................................ 93
12 Appendix A: The Post Session Evaluation Forms ............................ 105
13 Appendix B: The Different Models of Coaching ................................ 106
14 Appendix C: The Results from the Video Analysis ........................... 107
15 Appendix D: The Pre/post Research Questionnaire ......................... 110
16 Appendix E: The Research Consent Forms ....................................... 114
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2 Acknowledgements
This thesis is dedicated to the following important people.
My Beautiful fiancée Josie Glamuzina who has kept me sane the last few months;
My students: Daniel Little, Jake Nixon, Bonnie Widger and Sean Denny for your help
and support during the last year of my research;
I would like to thank my parents Patricia Jones and David Jones for their support in
getting this thesis to completion.
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3 Abstract
This dissertation aimed to explore methods for coaching using Skype. The initial literature
search found limited evidence for using voice over internet protocol (VoIP) technology with
coaching. The main literature review suggested several factors to consider when
communicating using Skype (a free type of VoIP technology). As the initial search of the
literature found limited sources of evidence of coaching being used via VoIP alternative search
patterns were trialled. These alternative searches became the focus of the literature review and
so literature was explored with regard to communication and VoIP technology.
In searching the literature, I found several factors that could affect communication via VoIP and
these factors were combined to form a framework, which became the ‘Jones Skype coaching
framework’. Given the exploratory nature of this dissertation I felt that a technical action
research project, using a mixed methods approach, was the most appropriate for answering the
research question: ‘Can the experience of Skype coaching be similar to that of F2F coaching?’;
this happened in two phases (action research cycles).
I setup a phase 1 research group consisting of friends and family and split them into two groups.
The face-to-face group (n=1) and the Skype coaching group (n=2) were given all of the
questionnaires and feedback forms that were later improved for phase 2. The Skype coach
group experienced the ‘Jones Skype framework’ the face to face group did not. Analysing the
results from Phase 1, I found a number of extra issues that were not located in the literature
review. A modified ‘Jones Skype coaching framework’ was created to deal with the issues from
phase 1. A new, larger sample of participants was created from three schools and they were
randomly divided into two groups: a Skype coaching group (n=4) and a face-to-face coaching
group (n=4). Both groups experienced coaching for at least 1 session and they gave a rating for
each session. The experience of coaching was analysed using a multi-levelled, mixed methods
approach to locate evidence for the experience of coaching. The three stages included video
transcript analysis, post session feedback form analysis and pre/post research questionnaires.
The research could not conclusively find differences between the two groups, at all three levels
analysed, suggesting that the experience was similar in both groups. I concluded that the
project had met its aims.
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4 List of Figures
Figure 1 the Jones Skype coaching framework ............................................................. 42
Figure 2 the AR cycle, proposed by Lewin (1948, pp.202-203). .................................... 53
Figure 3 the AR cycle, by Newby (2010, p.62). ............................................................. 54
Figure 4 the ‘Jones Skype coaching framework’ used in phase 2 ................................. 67
Figure 5 the triangulation method used for the analysis ................................................ 73
Figure 6 the steps for mixed methods data management ............................................. 74
Figure 7 the coachee post session evaluation form. ................................................... 105
Figure 8 the pre/post research questionnaire. ............................................................. 113
Figure 9 the consent form part 1. ................................................................................ 114
Figure 10 the consent form part 2. .............................................................................. 115
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5 List of Tables
Table 1 suggestions for improving quality of Skype communication ............................. 38
Table 2 The SWOT analysis of the mixed methods approach ...................................... 48
Table 3 the themes for the thematic analysis ................................................................ 75
Table 4 the questions relating to the post feedback questionnaire ................................ 77
Table 5 the questions from the pre and post research questionnaire. ........................... 78
Table 6 the F2FCG’s post session feedback form data ................................................ 83
Table 7 the SCG post session feedback form data ....................................................... 84
Table 8 the Pre and post questionnaire answers for the research sub-questions ......... 85
Table 9 the different models of coaching ..................................................................... 106
Table 10 the rapport theme ......................................................................................... 107
Table 11 the goal setting theme .................................................................................. 107
Table 12 one F2F group participant’s generation, selection and evaluation of ideas
generated .................................................................................................................... 108
Table 13 one Skype group participant’s generation, selection and evaluation of ideas
generated .................................................................................................................... 108
Table 14 the goal commitment theme ......................................................................... 109
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6 Introduction
6.1 Introduction
In this chapter, I will outline the conceptual and theoretical position that this research
resides. I will summarize my epistemological position and I will provide an overview of
my interest in research. Moreover, I will state the boundaries of the focus of my
literature review that will attempt to answer my initial research questions.
6.2 Context and Rationale
I am a science teacher, coach and head of department in a mixed comprehensive
school in North London. The school has a coaching team comprising of four internal
coaches who are all full time teachers in the school. I am coaching several
schoolteachers and leaders from several schools in my role as a teacher coach but I am
also running a department. The role of head of department is time demanding so time
to move from school to school is challenging. The nature of the coaching that I have
undertaken ranges from issues in classroom teaching (which I regard as professional
coaching) and leadership challenges (discussing a coachee’s capacity to lead and
develop leaders in their teams). The nature of the coaching in both instances was
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similar in terms of the skills that I used and the methodology employed. I wanted to find
a method to facilitate coaching without having to be face-to-face (F2F). My first thought
was to use web technology, such as Skype (a free application that allows
communication via video, and audio, anywhere in the world); my second thought was is
that technology beneficial or detrimental to the coaching process?
I discovered a case study of the use of Skype (audio only) in a pilot transatlantic
coaching project. The results of the evaluation of the program, in the words of the
researchers, were ‘most encouraging’ (Law, et al., 2010). All of the coachees who
responded to the questionnaires (84% response rate) said that they would like the pilot
to continue; they also reported that ‘the coaching program has added value to their
leadership studies and that the coaching was different from other experiences available’
(Law, et al., 2010, pp.174-175). The major criticisms cited by the participants were that
the coaching was impersonal, and the coaches reported that they found it more difficult
to notice emotional semiotics. The reason video was not used in the study was that
Skype did not support this feature at that time.
In the UK, fast broadband is now commonplace and cheaply available, so using Skype
for coaching may now be possible. In addition to the increase in broadband coverage is
a phenomenon called ‘technology leapfrogging’: this is a situation where new digital
technologies are implemented in places where the analogue versions are not in place
(Salmons, 2010). For example, people now use mobile phone technology even though
landline phones and conventional Internet services are not available e.g. in third world
countries. This means that many technologies once only available on home computers,
with fixed landlines, can now be cheaply accessed at the convenience of the user. I
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considered that, any technology-based solution might be better if mobile phones could
access that technology, Skype is available on mobile phones.
With an initial search of the literature, looking for methods of technology and coaching, I
found a text called virtual coach, virtual mentor by the seminal coaching authors
Clutterbuck, and Hussain (2010). They suggested a range of viable methods for using
technology and coaching. I also found another source, which gave similar benefits and
concerns (Pihlajamäki, 2011). One admission by Clutterbuck and Hussain (2010) was
the there was little empirical evidence, for the efficacy of these methods (referring to
Skype). I was interested to find out if there were studies with a valid, rigorous
evaluation. A brief search using Google scholar and the IOE library catalogue yielded
an interesting collection of research on virtual mentoring, coaching and evaluation.
Triple Creek (Emelo, 2008), an online mentoring provider, received very positive
outcomes from using mentoring with their clients. Additionally, the participant in the
study participants who invested at least one hour per month on mentoring reported
feedback that was even more positive. This article related to the mentoring through a
particular mentoring provider and does not cover all mentoring across organizations, so
may not be generalizable to lower quality provisions or companies with different
mentors, like my school. The other issue with this is that it relates to coaching and not
mentoring. Clutterbuck and Hussain, (2010, p.8) assert that ‘…they tend to be
represented and championed by different bodies, to use technology differently, and to
engage in almost no cross-category research’, so I decided to exclude mentoring
research for the use of Skype as my focus was on coaching. However, I was unclear
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how these two types of personal development were different, so I decided to investigate
their limits, so I could just focus on coaching.
Evidence based research on virtual coaching by Clutterbuck and Hussain (2010, p.145)
revealed that:
‘…nearly 1,300 world-wide respondents indicated that 51% of coaching
communication is not “in-person,” instead relying on technology that allows
coaching’.
Some important questions arise such as ‘is this a representative sample?’ and’ what
forms of technology are employed?’. An alternative survey showed that number of
coaching sessions being delivered at a distance appears to have increased to 59%,
worldwide, in 2012 (Sherpa, 2012). The Coaching Academy (2012, p.8), whose focus is
mainly in Britain, provide a similar statistic of ‘62% coaching at a distance’. Based on
the statistics alone, distance coaching is perceived to be a viable solution for
professional coaches to overcome some of the issues facing my project. Neither report
indicates why the coaches use these methods or whether the coaches, or coachees,
actually believe the method is more desirable than F2F coaching. They also do not give
any evidence for the efficacy of the use of technology even though there are a
significant number of participants engaging in coaching in this way. Sherpa (2012) and
the Coaching Academy (2012) found that voice over internet protocol (VoIP) was used
less than telephone coaching and that face to face was still more popular than other
methods of coaching, such as email or mobile technology. There is a lack of detailed
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information about the reasons for the use of technology in the above global surveys, so
it is not surprising to find that there is little theoretical understanding of how to
operationalize technology into a functional system of leadership coaching is effective or
how to (Clutterbuck and Hussain, 2010).
There are many methods of asynchronous (where the users interact on different
timescales and get delayed feedback) and synchronous (where they operate on the
same time scale and get instant feedback) methods of communication. A particular
type of synchronous technology called voice over internet protocol (VoIP) technology
allows all participants can view each other’s body language as well as hear them, so it
allows a high level of social prescience (Lowden and Hostetter, 2012). I felt that a VoIP
based coaching experience may be a viable method of communication that that would
give an experience, which was comparable to F2F coaching, and allow a more personal
experience, at the convenience of the users but I had no idea how to facilitate this.
Thus, I felt that literature citing the use of VoIP technology (such as video conferencing
or Skype) for communication or coaching was desirable.
Given the possible benefits of locating, a method to coach via VoIP, which would
increase my availability for coaching and therefore my flexibility, I felt that VoIP
coaching is worth investigating in more detail.
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6.3 Aims of this Research
This project is centered on researching what coaching is and what effective coaches do.
In doing this I will establish what the experience of F2F coaching is. Additionally, this
project aims to discover whether the educational context of coaching is any different
from others such as private sector coaching or coaching in the NHS. Finally, this
project aims to locate ways of providing an experience of coaching when timetables and
locations are difficult to coordinate.
The project aims are therefore to locate a method for coaching that can be carried out at
the convenience of both coaching participants using synchronous technology such as
VoIP.
6.4 Significance of this Research
In locating a method of coaching at the convenience of the coaching participants, I felt
that I would personally benefit, as I could carry out coaching at more easily and
potentially improve the support that I can offer. Additionally, schools using this research
would be in a similar position to coach their staff, at times which is mutually convenient
for both participants. Professional coaches might be more competitive because they
could offer lower rates for sessions or make more profit per session. Highly effective
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coaches would be able to reach more people, and new coaches would not risk
damaging their reputations by providing ineffective coaching programs.
This would also would benefit anyone that wants to coach online but does not know
where to start, or is worried about damaging their relationship with a client by coaching
online.
6.5 Limits of the Research
The first important limit to discuss is the scope the project. As coaching is time
consuming only a very limited sample could be collected in terms of field research,
which limits the representativeness of the study. In addition, the context of a school
may mean that outside of education different factors may affect the procedure of Skype
coaching so this may limit my ability to generalise the results. There are many
important areas of research are related to coaching but due to the scale of this project
will not be included. One such area is the field of online learning: though coaching is a
learning process, there are significant differences in power relationships between
coach-coachee and teacher-student, which limit the learning that can be done.
Additionally, I will not be looking at research with regard to therapy even though the
power interaction is similar to coaching due to the core assumption that in therapy
people are in some way dysfunctional and in coaching the individual is whole and
functional.
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What was unclear was how educational coaching was different so I intend to focus on
education to locate any special considerations or alterations that need to be employed
when coaching teachers or school leaders.
A key assumption for this research is that Skype is the most effective synchronous form
of VoIP technology, given its simplicity and therefore will be the type of VoIP technology
mentioned throughout this dissertation. As Skype is simple to learn I have taught
pensioners and children to use it, and because of this, I will not consider age as a factor
that might affect the quality of Skype coaching but acknowledge that it may be
important.
Lowden and Hostetter, (2012) suggest that both genders interact positively when VoIP
technology but females find the experience more positive than males. Additionally, I
have coached many male and female participants (F2F) and it has not made any
noticeable difference to how many times the coachees come back for coaching or how
they feel when they rated the sessions, so I will not consider gender to be an issue that
will negatively affect the outcomes of this study.
Finally, I am often aware when delivering coaching programs, or talking to people about
coaching, that there is confusion between coaching and mentoring and so I will ensure
that is clear from the literature review where one finishes and the other begins to limit
the scope of this research.
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6.6 Outline of the Dissertation
The next section is my literature review where I will critically explore the research
questions below. After my literature review, I will propose, and justify, my paradigm for
conducting research on Skype coaching, acquired from the critical literature review. I
will next analyse the results of my investigation into Skype coaching, which will lead to
the discussion and conclusion, where I will provide a critical analysis of results, identify
salient points and important improvement points for any subsequent research.
6.7 Research Questions
Combining all of the gaps in my knowledge, I felt the main question ‘how can I coach
teachers using Skype?’ was important to increase my understanding of coaching at a
distance. To ensure that I answered this question, I needed to answer the following
questions:
What is coaching?
What is mentoring?
Where does coaching stop and mentoring begin?
What is the general structure of the coaching process?
Is an educational coaching process different?
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Can Skype be used for the coaching process?
What can be done to improve the Skype coaching process?
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7 Literature Review
7.1 Introduction
The major aim of this chapter is to investigate whether Skype coaching methods can
give a similar experience to F2F coaching methods. In the introduction, a limited
number of texts were found relating to the use of Skype: suggesting a gap in the
research. To investigate the gap the following questions will be used, which could lead
to a method for coaching using Skype:
What coaching and mentoring are and where are their limits with respect to each other?
‘Is coaching different in education?’, ‘What’s the process for coaching?’ and ‘Can Skype
(or VoIP more generally) be used in coaching and if so how can it?’.
To locate answers to these research questions Merriam (1998, p.6) succinctly states
that a literature review must first be carried out which is ‘…an interpretation and
synthesis of published research’. To conduct an effective literature review Hart (1998)
and Murray (2006) suggest similar systematic strategy for conducting a review their
methodology will form the basis for the structure of this chapter.
To locate literature that discussed these issues the following combination of terms were
used: coaching evaluation, e-coaching, Skype coaching, video conferencing, technology
and coaching, virtual coaching, online interviews, online coaching, VoIP coaching,
evaluating coaching, measuring coaching’s impact, teacher coaching, school coaching
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and educational coaching. A mix of ‘Google scholar’, ‘Web of knowledge’, the British
library catalogue and the IOE library catalogue were used to identify as many texts as
possible that matched the criteria. In trying to find an effective method for Skype
coaching, the first thing to be discussed is ‘what is coaching?’
7.2 What is Coaching?
Many professional coaches appear to have constructed their own definition of coaching,
so there is a plethora of definitions for coaching. Many authors have the view that
coaching is about:
helping learning;
unlocking a person’s potential through personal development;
empowerment, where the client sets the goals but the coach manages the
process and the perceptions of the client;
mutual trust and confidentiality (Whitmore 1996; Whitworth, 1998; Parsloe, 1999;
West-Burnham and Coates, 2005; Crane and Patrick, 2010; Clutterbuck and
Megginson, 2011).
Each definition on its own does not cover all of these components nor do they
distinguish coaching for mentoring. Simkins et al. (2006, p.323) offer an alternative
definition, which hints at the relationship of coaching to mentoring:
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‘Coaching is typically conceived as a narrower concept than mentoring, with an
emphasis on the improvement of skills and performance’.
This educational author’s suggestion that mentoring and coaching are different is
important and will be discussed later.
A comprehensive definition for coaching should set it apart from other professions, list
the core components of it and be applicable to practitioners in the field (Lyle, 2002).
Though these suggestions are from sports coaching not professional coaching, it is
important that comprehensive definition should be clear and concise. The above
definitions, though concise, do not fully explain what coaching is, they just hint at
aspects of it.
Given the limited number of empirical studies of coaching across the literature, a
broader definition that could transcend industries was therefore deemed appropriate.
Lye’s criteria have been met by the definition by Whitworth, (1998, p.x), which states:
‘Not only do we live in a changing world, but the speed of change is ever on the
increase and with it come stresses and confusion sometimes beyond our own
apparent resources. A personal coach does not remove these problems, but
goes two steps further. The coach can help us turn them into challenges and
enable us to overcome them by drawing on resources within ourselves that we
never knew we had’.
In drawing on the resources with the coachee, the coach is assuming that the coachee
is an expert of their situation not the coach themselves. This definition states the roles
of both coach and coachee within the relationship, differentiates it from other
professions such as counselling.
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To continue exploring the literature to find methods for Skype, coaching required an
investigation into where coaching stops and mentoring begins. To understand this
position, a definition of mentoring will now be provided.
7.3 What is Mentoring?
Mentoring has been around since Socratic times, and has been a significant method for
personal improvement in the last 20 years. Herman (2003) asserts that:
‘Our work, the work of mentors, is to help students, each one and one at a time,
conceive and complete an academic education that responds to these practical
and contemplative needs’ (Herman, 2003, p.2).
This definition does differentiate coaching from mentoring in that coaching can be used
for non-academic purposes; however, some definitions of mentoring suggest that
mentoring is not just focused on academic activities but general learning as well.
Hezlett and Gibson (2005, p.446) offer a definition of mentoring as being:
‘…an intense, one-on-one relationship in which an experienced, senior person
(i.e. a mentor) provides assistance to a less experienced, more junior colleague
(i.e. a protégé or mentee) in order to enhance the latter's professional and
personal development’.
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So mentoring is about a person who is in a position of power or authority developing
someone in a lower power or authority position. In mentoring, the learner owns both the
goals and the process and the feedback comes from within the mentee (Clutterbuck,
and Megginson, 2011). A key difference between this and coaching is that the coach
owns the process (Clutterbuck, and Megginson, 2011). So mentoring should be a
developmental learning process, involving two or more people, where one person is
more experienced or knowledgeable (the mentor) and where the development (of the
mentee) is facilitated through the questioning. What has been hinted at but is not
explicit is what limits of the two processes?
7.4 Where Does Coaching Stop and Mentoring Begin?
There are some key differences and similarities with coaching and mentoring which
means that different situations may dictate that their use is appropriate. Mentors should
us the mentees curiosity, respect their individual desire to learn, treat mentees as whole
and judge those projects or experiences with the expectation that the knowledge is
incomplete, and that the mentor has the knowledge to fill the gap (Herman, 2003).
Other important considerations for mentoring are that the mentoring is voluntary,
confidential, and that both mentor and mentee understand the purpose and scope of the
learning to be done (McKimm, et al., 2007).
Again, in defining mentoring there is a similarity between coaching and mentoring
principles in that there is a learning dialog between the developing person and
developed where both parties learn, in confidence (McKimm, et al., 2007). More than
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this, in many models of coaching the coach gives power to the relationship, which the
coachee uses to clarify their agenda and reach their own goals (Skiffington, and Zeus,
2003; Whitworth, 1998). However, in mentoring, the mentee owns the process and the
goal but the mentor is the authority for the development of the individual Herman
(2003).
The boundaries of mentoring and coaching seem challenging to distinguish but the core
and significant difference is whether advice is given or not. Though it is clear if advice is
given, then mentoring is being used and if facilitation of thinking through questioning,
without advice, then coaching is being used. What is not clear is how mentoring or
coaching are different in education; the next section explores this issue.
7.5 What is the General Structure of the Coaching Process?
A number of different models exist in the literature for facilitating the coaching process.
When these models were via a thematic review (see Appendix B, Table 9) it was found
that, they had similar timings, structures and comprised of these distinct stages:
1. Creating rapport;
2. Establishing a need or goal set;
3. Generation of ideas to meet the goal/ solve the problem;
4. Evaluation of ideas generated;
5. Selection of appropriate ideas based on the evaluation;
6. Commit to idea (s)
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(Thomas and Smith, 2004; Barkley, 2005; Clutterbuck and Megginson, 2005;
Landsberg, 2003, Coates, 2011)
All of the above authors had these stages in their models and these steps were
consistent each other. Some had truncated the steps (Landsburg, 2003) so that they
existed in four stages while others had elongated them (Thomas and Smith 2004) but
the content of the process was the same. Given that all of these models had the above
6 stages, these steps were considered be important components of coaching.
Additionally, models that encompass these stages should facilitate an experience of
coaching.
To create rapport requires being present and open to another person (Clutterbuck and
Megginson, 2011). Building rapport, it is argued is not about preprogramed platitudes
such as ‘how are you?’ it is about an unrehearsed response and sensory acuity to the
person in the situation as it arises (Clutterbuck and Megginson, 2011; Lazarus, 2010).
It is about the self-disclosure of the coach coupled with an attempt to find some
common ground.
In terms of establishing or setting goals, there needs to be an understanding that goal
setting in not just about highlighting deficiencies. An alternative suggestion is to specify
an ideal self and use this as an aim for the coaching sessions (Boyatzis, et al., 2004).
In setting goals, there is an assumption or discussion of goals or work completed to
focus the session. The author suggests that this model for goal setting avoids negative
emotional attractors when compared to the deficiency model. In coach training
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sessions, many providers demonstrate both models and gain consensus for the use of
the positive model so this seems acceptable to use this method for goal setting.
To facilitate the generation of ideas can take several forms such as articulation or
modelling. Articulation works by allowing the coachee to choose whatever direction
interests them and involves encouraging quick idea generation, rather quality idea
generation. This can ensure that rapport is not broken as there is no judgement
(Clutterbuck and Megginson, 2011). Modelling involves using objects to represent
people in the situation and provide a different perspective to look at the situation and
encourages an exploration of how a situation is at present (Clutterbuck and Megginson,
2011). There is no suggestion as to which technique is more appropriate or whether
one leads to more successful ideas generation but both give options that professional
coaches could use.
Once ideas have been generated, they need to be evaluated. When evaluating the
ideas and selecting the desired outcome four possible options face the coachee:
Change the situation
Move out of the situation
Change themselves
Do nothing and put up with the situation (Clutterbuck and Megginson, 2011,
p.125)
To select the path it is useful to consider the consequences of actions. In considering
the consequences of their actions, they need to factor the impact and stability of the
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choices to narrow down the options. After this stage, the coach should try and gain
commitment.
Gaining commitment is cited as the most import step of the coaching process
(Clutterbuck and Megginson, 2011). It is suggested that a ‘confidence scale’ is a useful
tool to gage the commitment to the ideas selected (Whitmore, 2002; Clutterbuck and
Megginson, 2011). Then ideas to boost the commitment to higher level are explored
(as in the ideas generation step) before gaining a final commitment (Clutterbuck and
Megginson, 2011). Alternatively, the coach could ask, what is the danger of choosing
that option, which encourages a final evaluation of blocks to success? Both techniques
provide important steps towards the acceptance of chosen actions and it signals the
completion of the coaching session, neither seems to have a theoretical advantage as
proposed by the literature so just seem like alternative tools to use at the final stage of
coaching. All of these stages use critical questioning to facilitate each stage and this is
an important aspect of the experience of coaching.
So, if all of the above steps are employed then a person is assumed to be experiencing
coaching. However, delivering these stages may require a different tact when coaching
in education. The next section discusses whether, or not, there are nuances, that have
to be taken into account, for coaching in education.
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7.6 Is the educational Coaching Process Different?
Several organisations promote quality coaching, or evaluate the impact of coaching in
schools; these organisations include the national college for school leadership (NCSL),
and the centre for the use of research and evidence in education (CUREE). In an
NCSL, publication by Creasy and Paterson (2006, p.9) proposes a definition of
coaching as:
‘Coaching does not depend on the coach having more experience than the
coachee; it can take place between peers and staff at different levels of status
and experience’.
The paper contrasts this definition with the following definition of mentoring:
‘A mentor is usually a more experienced colleague; someone very familiar with a
particular culture and role, who has influence and can use their experience to
help an individual analyse their situation in order to facilitate professional and
career development’ (Creasy and Paterson, 2006, p.9).
These definitions do not seem to distinguish educational coaching (or mentoring) from
the private sector or academic research, so are the models used for coaching different?
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An important study revealed several case studies of coaching shared certain
characteristics.
‘For example they propose coaching in schools almost always as a one-to-one
approach, although occasionally they utilise triads’ (Lofthouse, et al., 2010, p.6).
Therefore, triads and one-to-one coaching have been used along with expert coach-
mentors, and planned programs, to provide coaching that facilitates goal completion.
However, this does not show any difference with coaching in education and coaching in
industry. What about the models of coaching that is used?
It appears that Sir John Whitmore’s (2002) GROW model has widespread use in
education suggesting a lack of difference in the academic and private sector coaching
research (Lord, et al., 2008; Lindon, 2011). Therefore, the models of delivery of
coaching seem to be consistent with academic coaching research and research from
industry.
Coaching sessions in education appear to have such similar assumptions, aims and
outcomes to other sectors that any learning about coaching, in broader contexts, will be
assumed to apply well to coaching in education. This means that the key stages of
coaching discussed above, are appropriate for an educational setting and should allow
coaching to take place without any extra consideration. It is now important to address
one of the key research questions about the use of Skype and coaching.
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7.7 Can Skype be Used for the Coaching Process?
Skype has been used for coaching by several authors. One author criticises the use of
Skype suggesting that picture quality was low or that video signal was unstable, using
low speed broadband (Pihlajamäki, 2011). Now broadband speeds are significantly
higher, across organizations and home consumers, at affordable prices, so some of
these criticisms may not exist with current technology. Pihlajamäki (2011, p.22) also
comments that that ‘Virtual coaching cannot be directly compared to face-to-face
coaching’.
A key criticism of this article was that it does not mention why they are not comparable
or provide any evidence of validity; in essence, the results of this study are anecdotal
though for this reason alone should be validated by comparison with other research. An
ethnographic case study by Sedgwick and O’Donnell (2009) seems to be in direct
opposition to this:
‘…Monique found it interesting that participants referred to the videoconference
interview as “face-to-face,” which they found preferable to a voice-only telephone
interview’ (Sedgwick and O’Donnell, 2009).
One key criticism is that video conferencing was used here not Skype. As mentioned in
the introduction Skype is a type of VoIP system like video conferencing system, so
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research citing both are considered synonymous. However, a more serious issue with
both texts are the anecdotal nature of the evidence presented.
The CIPD (2009) report warns that anecdotal evidence is essentially no evidence at all,
as they are often uncorroborated subjective opinions rather than valid data. So in
effect, these studies cannot be generalised with any certainty of reproduction of results.
However, they do suggest that video conferencing can, under the ideal circumstances,
produce results like F2F communications, or at least results that are more desirable
than audio only communications.
Searching further into the literature revealed that compared to coaching using
computer-mediated communications (CMCs):
‘… face-to-face developmental relationships should have a higher success rate in
terms of longevity and achievement of objectives, but this has not been
empirically tested’ (Clutterbuck and Hussain, 2010, p.15).
Little can be drawn from this proposition given that there is no evidence to back it up;
however, it suggests that there is a gap in the research if these seminal authors have
not found any studies for this text. Whether there are empirically based studies about
the experience of Skype in coaching, or not, there are always potential issues with using
technology (Lantz and Pargman, 2002).
It seems that there is discourse between whether Skype can be used for coaching or
not. However, due to the limited evidence for either argument the literature search was
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expanded to include a discussion of VoIP and communication, rather than just focussing
on coaching, as communication is an essential and core component of coaching. In
looking at communication using VoIP technology more information may be discovered
in relation to coaching using Skype; this exploration is detailed below.
7.8 What Can Be Done to Improve Skype Coaching?
Coaching is a focused type of communication that ends in one of the parties deciding on
a course of action facilitated by the other. The outcomes from a conversation between
two friends and coach and a coachee may differ but the importance of language,
intonation, and nonverbal cues are important in both modes to transfer knowledge with
minimal errors. In addition, as coaching requires in depth questions it is similar to the
interview process. The key difference between coaching and interviews is that the
information obtained in interviews is mainly for the interest of the researcher but in
coaching the information generated is for the interest of the coachee and the coach,
thus their power balance is different. Analysing texts that focused on communication, or
interviews, using VoIP technology meant that learning from these fields were
appropriate to the field of coaching.
A search of the literature found several issues with technology for communication. One
article suggests that: the context of the communication will dramatically affect how
inhibited or uninhibited the communication is (Postmes, et al., 2000). Therefore, the
expected norms of behaviour for F2F interactions may not be the same when engaging
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with technology. Understanding that the norms are different for technology is important
because in a coaching conversation, there needs to be candid, but not rude,
communication, so fully uninhibited conversation is necessarily useful for coaching
(Clutterbuck and Megginson, 2011). The question is what context causes uninhibited
behaviour?
The conventions and norms are not set when using online communications; however, a
group engaging in online interactions is likely to cement the way it interacts. Creating
ground rules, early on the groups life cycle, can stop negative behaviours before they
start since discourse patterns are shaped in early social interactions; so one context for
uninhibited behaviour could be a lack of clear ground rules (McCormick and McCormick,
1992).
The reasons proposed for this lack of expected norms in CMCs might be due to the
suggestion that:
‘Students who have been culturally programmed and disempowered for so long
have a great deal of trouble knowing what to do with power once it is given to
them’ (George, 1990).
Though the sample in this article applies to academic students, and not to staff in an
organization, the message may be just as important for teachers and the employed too:
several adult members of the public have been arrested for negative comments posted
on social networking sites. Perhaps the ground rules on social networking sites, and in
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organisations, need to be more explicit but another factor that could cause negative use
of technology is lack of rapport: an important component of coaching.
We tend to take cognitive 'shortcuts' when barraged by sensory information, when
pushed for time we rely on just a few cues to guide us to an answer or an assumption.
For example, when multiple flashing banners come up on a webpage and relevant
information needs to be found, the banners are ignored or deleted from the conscious
view (Wallace, 1999). ‘Perceived warmth, or coldness, persists in subsequent
interactions’ (Wallace, 1999, pp.19-20), so the early attempts to build a positive
interaction in a conversation are even more important in online environments, than F2F
interactions. This means that rapport building and expectation setting should be located
in the early steps of online interactions just like in coaching.
Social psychologists have debated for some time whether people are less inhibited, in
their expressions online or not; however, Bomberger (2004) argues that physical
separation may encourage people to act more rudely and with more hostility. This
conclusion grossly underestimates the complexity of the interactions that we use to
communicate emotions and ideas to other human beings.
In teaching, eye contact is important in captivating an audience (of students), keeping
them interested in what you are saying and also alerting them to the fact that you can
see what they are doing (both positive and negative). Lapidot-Lefler and Barak (2012)
conclude that it is the lack of eye-contact that was associated with increased levels of
self-reported flaming (negative or rude comments) incidents and threats, and with
overall negative online disinhibition (or toxic online disinhibition) behaviour scores,
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rather than just separation. They found that lack of eye contact also had a significant
effect on CMC interactions, increasing toxic online disinhibition levels. Grayson and
Monk (2003) reinforce this by suggesting that mutual gaze is a ‘synchronization signal
or ‘handshake’ with important functions in regulating conversation.
Using Skype may remove the online disinhibition because you can see the face and
eyes of the other CMC participant; however, just seeing eyes may not be enough to
remove the effect and there are possibly other factors that could also have some effect.
Lapidot-Lefler and Barak (2012) propose that that in addition to a lack of eye contact an
online sense of unidentifiability may be important. Unidentifiability is a term that is
broader than anonymity, yet it includes specific components; namely, non-disclosure of
personal data, invisibility and lack of eye contact, and possibly other significant
components yet to be investigated, is the actual reason behind negative online
interactions. Unidentifiability is a pluralism, and it is a more likely to be the cause of
flaming behaviour than the separation monism observed by Bomberger (2004) as
behaviour is multifaceted.
A possible explanation for this observation might be that identifiability is an accepted
component of F2F communication and without it many would consider it difficult to
foster trusting relationships, and this may cause damaging psychological effects
(Bekkering and Shim, 2006; Verhulsdonck, 2007). Using Skype would possibly remove
the invisibility, lack of eye contact and non-disclosure of information, core components
of unidentifiabilty, leading to more trust and rapport; without trust and rapport a coach’s
relationship may be damaged.
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Lapidot-Lefler and Barak (2012) warn that existing technologies do not support the
desirable level of eye contact: webcams and computer screens are positioned in such a
way as to render direct eye contact difficult. They acknowledge that more work is
needed to ‘elucidate the nature of eye contact’s component of the unidentifiability effect’
(Lapidot-Lefler and Barak, 2012, p.441).
Chen’s (2002) study of eye contact in videoconferencing suggests that desired eye
contact is possible with simple improvements that enhance participants’ perceptions of
eye contact. Chen (2002) found that if the visual angle between the camera and the
eyes rendered on the display were less than 5°, in a vertical and horizontal direction,
then effective perceived eye contact could be established. Subsequent to this, it has
been shown that it is possible for users of low cost desktop video conferencing to learn
to interpret gaze direction to a very high degree of accuracy (Grayson and Monk, 2003).
This is more easily done if the equipment is configured optimally: within Chen’s (2002)
5°angle and an image size of no less than 120 versus 60 pixels, which is considered to
be a medium sized image (Grayson and Monk, 2003). This suggests that even though
ideal camera settings (directly behind the user’s eyes on screen) do not exist, at
present, interpretations can be made of where someone is looking even with low quality
webcams. If we can tell where someone is looking then we can maintain eye contact
(Grayson and Monk, 2003).
However, in Lapidot-Lefler and Barak’s (2012) study the webcam was positioned ‘at eye
level’ meaning that there is a possibility that the camera was not positioned to give the
5° angle, as suggested by Chen (2002), and could have changed the online
disinhibition’s effect. Modern laptops and tablets have built in webcams, where the
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angle between camera and screen is smaller than using webcams, so using them and
maintaining at least a 120 by 60-pixel image (a close up image) may provide a better
method of establishing eye contact and ‘desired’ eye contact. This in turn could remove
the online disinhibition effect and improve rapport to the levels of F2F interactions;
importantly this remains a gap in the literature and warrants further investigation.
Additionally, to the internal relationship between the coach and coachee there are
important external factors that can potentially disrupt communication such as
technology failure.
When F2F interactions were compared with a low quality, wide-area, ISDN, video
conferencing system interactive aspects of the conversations, which required precise
timing (giving feedback, switching speakers and asking clarifying questions), were much
reduced in the ISDN system (O' Conaill, Whittaker and Wilbur, 1993). Participants in
the project were unable to time their conversational contributions accurately, with the
result that backchannels or interruptions arrived too late or at inappropriate points in the
conversation. This study was carried out when high-speed broadband was not widely
available, so these effects may not exist with high-speed interactions, or at least might
be less problematic.
A more recent investigation by Lantz (2002, p.6), using higher speed internet,
investigated video conferencing and meetings, found that random delay or interruptions
affected the participants by making them feel like ‘they were: losing control; lacking
feedback; losing attention; getting tired; inefficient’. Though these issues indicate that
interruptions are potentially negative to the interaction, it was not evident from this study
whether the time when delay was introduced was important.
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Powers et al. (2011) investigated conversations involving high speed broadband and
introduced delay, manually, at different points in the conversations. They discovered
that the effect of delay on frustration was different depending on the length of time the
conversation proceeded before experiencing delay. When delay was introduced in the
first period of the conversation, the frustration was higher when compared to the no
delay condition. Notably, a higher level of frustration was experienced by the people
who had a non-delay conditions for the first period and delay conditions in the second
period, than the delay conditions in the first period alone. Therefore, the effects of
feedback delay can cause more issues if they occur randomly, or when they occurs
after CMC partners have established an initial acquaintance, under ideal conditions
(Powers et al., 2011). This study focuses on unacquainted individuals, so knowledge
about the delay conditions would be relevant for professional coaches as it is likely that
they would be unacquainted with new clients.
A follow up study found that partners who had met, and had a chance to build rapport,
before engaging with CMC were less prone to the delay mentioned in the above study
as they had a greater ability to anticipate each other’s emotions (Parkinson and Lea,
2011). The level of frustration can be reduced if a coachee is prepped for the
eventuality of delay or frustration; any effective methods of video communication should
include a plan for delay or disconnection (Labardee, et al., 2010).
The effects of delay can be reduced by using a high-speed internet connection, by
ceasing downloads, and uploads, which free up bandwidth for the CMC. If the delay
condition is too severe, or a disconnection occurs, then a strategy such as informing the
coachee that the coach will try to fix the issue and connect again in a few minutes
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should be employed (Labardee, et al., 2010; Cockburn 2010). If the communication is
disrupted later in the conversation, and frustrations start to slow the coaching process, a
decision may have to be made as to whether to abandon the call and try again later. It
is important to note that Labardee, et al. (2010) and Cockburn (2010) are online coach
practitioners, not academic researchers, and thus they may not have conducted
feedback in the most rigorous way to generate valid data. However, their suggestions
provide what seem like logical recommendations that are not confuted by any research
papers seen in the construction of this dissertation.
Some other suggestions to ensure that issues with Skype are minimised are
summarised in Table 1.
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Table 1 suggestions for improving quality of Skype communication
Salmons (2010) suggestions 1, 2 and 4 match with the research from the literature but
are very unspecific as to what to do to ensure an improvement to Skype provisions.
Salmons other suggestions along with Cockburn (2010) and Clutterbuck and Hussain
(2010) seem to provide a framework for setting ground rules; however, these
statements do not have any evidence as to which stage is important or the effects if any
of the stages are not adhered to; this remains a gap in the research.
VoIP communication can be improved by the use of setup, high quality technology and
ground rules but this review located no evidence that these work in a coaching context.
Could these improvements make the experience of Skype coaching similar to that of
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F2F coaching? Additionally, are there any other factors that might also affect the
process that have not yet been cited in the literature? These questions are discussed in
the next chapter of this this dissertation.
7.9 Conclusions from the Literature
Coaching and mentoring are about development of an individual or group but their
philosophical standpoints are very different. Mentoring is about development through a
molding of a person in the mentor’s image, coaching, on the other hand, is about
allowing that person to be created in whatever image they want. The power dynamics
of coaching and mentoring lead to potentially very different outcomes. In the adult-adult
relationship of coaching the adult is empowered to follow their own path to improvement
but mentoring is more like an adult-child relationship, which can lead to resistance to
change, or dishonesty, by the mentee leading to a less effective process. In essence,
to avoid turning coaching into mentoring requires not giving advice as part of the
process and allowing the coachee to choose their own direction for their development.
The process of coaching, in general, is about generating rapport, facilitating goals and
ideas generation, along with evaluation of those ideas along with a selection and
commitment to a most desirable option, which coaching models like STRIDE or GROW
facilitate. Within each of these stages, critical reflective questioning is used to facilitate
the process.
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In terms of education, coaching and mentoring principles appear to be indistinguishable
from non-education coaching and mentoring research methodologies and so an
educational setting should not change or be a factor that affects the quality of the
coaching. Whether coaching can be experienced, using VoIP systems such as Skype
was not answered in the review and this remains a gap in the research that this project
aims to fill in. VoIP has been used in with relative success in several communication
studies (Salmons 2010; Cockburn 2010; Labardee et al., 2010; Clutterbuck and
Hussain, 2010) and given that a core component of coaching is communication,
coaching may be able to take place successfully via VoIP if several factors are taken in
to account.
One such positive factor that should be considered is the ability to generate and
maintain a level of eye contact, which helps to build rapport. Being able to see a
partner reduces the likely hood of rude behaviour and reintroduces social norms, which
means that behaviour is, as you would expect of a F2F interaction.
In addition to this, setting ground rules can ensure that these social norms are used to
enhance the coaching process, like informing the coachee that they should wait for a
short time for the connection to be restarted by the coach, if the connection drops. This
helps build trust because the coach is aware of how to deliver the process effectively.
One author suggests how to use technology to overcome issues but cite no generalised
repeatable results from these procedures (Lantz, 2010). Another text proposes the
conclusion from an empirical study, that using ground rules to shift expectations of the
technology can limit frustration if the technology fails (Powers et al., 2011) and this
could work in coaching because the coach and coachee have prepared mentally for it.
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Even if the coach communicates via VoIP technology, using the above suggestions, it is
also important to set it up well to grant the coach the greatest ability to provide
communication that is similar to the experience of F2F communication (and therefore
coaching). Having the camera positioned to keep the angle at less than 5° between the
virtual image and the screen is important to give the impression of true eye contact and
allow coaching to take place with less distraction (Chen, 2002).
Though all of these factors show that it is possible to communication via VoIP, and
achieve a similar experience to a F2F meeting, there are no empirical studies using
these methods, which relate to coaching. Combining these factors would therefore
make a framework for Skype with coaching that could lead to an experience similar to a
F2F one. Therefore, this research will contribute to this field by applying all of these
factors to form the basis of the conceptual framework shown in Figure 1 below.
7.10 The Conceptual Framework
The literature review suggested several things that would improve the quality of Skype
communications and therefore coaching via Skype. Based on the details of
communication methods using VoIP evaluated by the literature review, I adapted the
factors shown in the conceptual framework into one method for coaching online: the
‘Jones Skype coaching framework’.
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The following conceptual framework, shown in Figure 1, contains the components
required to reduce the issues with using VoIP communication and allow Skype coaching
to happen, as synthesised from the literature review. This framework contains the
major factors that can affect Skype communication but in its construction, it is accepted
that other factors may arise from the project exploring its use.
Figure 1 the Jones Skype coaching framework
The framework shows that in order to coach using Skype, with an experience close to
the experience of F2F coaching, all of the relevant concepts should be taken in to
account. This assumes that all of the relevant literature that could contribute to this
framework has been located. It seems plausible that using the conceptual framework to
setup the expectations and equipment, based on recommendations from the literature,
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would lead to the experience of coaching on a Skype system. So, in order to explore
whether there are other factors that may affect the Skype coaching and whether the
experience of Skype coaching can be similar to F2F coaching, a key research question
would need to be answered and this is detailed below.
7.11 Research Questions
The literature explores a range of concepts about how to deliver VoIP and reduce its
issues; however, in locating the key factors from the literature that can affect
communication using Skype a key question should be answered, namely:
‘Can the experience of Skype coaching be similar to that of F2F coaching?’
In order to answer this question, more evidence is needed from field study; the next
chapter contains details of this research paradigm that will be used for this process.
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8 Conceptual Design
8.1 Introduction
The research problem, as outlined from the literature review, was that a method was
needed to Skype coach teachers in different schools or teachers out of hours, at their
convenience. In searching the literature, a range of procedures and practices for
carrying out conversations (such as coaching) via a video conferencing system was
found. The main issue from this was that there were no empirical studies, located by
the review, which demonstrated that the strategies worked in Skype coaching. One
important question arose from the literature review:
Can the experience of Skype coaching be similar to that of F2F coaching?
In the literature review, core components of coaching were discovered that outline the
experience of coaching. These components were turned into research sub-questions,
which would give a framework for identifying the experience of coaching. The sub
questions based on the information outlined in the literature review were:
Sub question 1: Is rapport generated in both VoIP and F2F sessions?
Sub question 2: Will goals be set in both groups?
Sub question 3: Will the both groups generate ideas/solutions?
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Sub question 4: Will ideas be evaluated in the F2F group and the SCG?
Sub question 5: Will the participants be able to select ideas based on their
evaluation in both groups?
Sub question 6: Will both groups commit to ideas
Sub research question 7: Do the critical questions asked of both groups help
them to reflect?
To investigate these questions, this chapter is divided into several sections; the first of
which outlines the range of paradigms that were considered for this research project.
The next section looks at mixed methods before action research is explored in the final
section.
8.2 Research Paradigm to Use?
There was a time when a choice needed to be made between the two paradigms of
qualitative and quantitative research (Tashakkori and Teddlie, 1998; Denscombe,
2010). The issue with having to make a choice of this nature was that both paradigms
carry significant weaknesses: for example phenomenology (qualitative research) lacks
scientific rigour, which some view as a weakness. Another weakness is that the sample
size is usually a small sample size, which limits representativeness. Though positivistic
research methods can be highly representative of the population being studied they
have their own unique weaknesses. For example, a positivistic research has to
constrain variables, which may misrepresent the participant’s views and therefore
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generate ethical issues. These limitations along with many others encouraged
researchers to consider alternative approaches whose core philosophy states that
qualitative and quantitative methods are compatible and they called this position
pragmatism (Tashakkori and Teddlie, 1998; Gorman and Clayton, 2005).
This combination of methods allows the weakness of one method to compensate the
strengths of the other (Denscombe, 2010). This paradigm shift was later referred to as
mixed methodology (or multi-method) research, which is research that contains
components of qualitative and quantitative methods (Brewer and Hunter 1989; Patton
1990). Mixed methods normally have two components: qualitative (QUAL) and
quantitative (QUAN). The mixed methods approach has three characteristic features
that set it apart from other strategies for social research; these can be summarized as
follows:
1. Use of qualitative and quantitative approaches within a single research project;
2. Explicit focus on the link between approaches (triangulation);
3. Emphasis on practical approaches to research problems (pragmatism)
(Denscombe, 2010).
Mixed methodology’s epistemology draws from both subjective and objective points of
view; in doing this there is an acceptance that the ‘knower’ and the ‘known’ are
considered to be both dualism and singularity (Tashakkori and Teddlie, 1998). In order
to deal with the opposing views of reality, I decided to consider them on a continuum
(Denscombe, 2010). This viewpoint was desirable, as I felt that the quality of data
generated by this method could provide a great deal of evidence towards the research
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questions. In terms of ontology, the main assumption is that mixed methods cannot
show causal relationships definitively due to the philosophical standpoint of pragmatists:
‘the universal truth cannot be known, just a best picture of the evidence available’
(Denscombe, 2010, p.22). The aim of this research would shift slightly in accepting this
standpoint and would mean that any explanation created using the data may be a ‘good’
interpretation of events but not the only interpretation of events. I considered that using
mixed methods, as a research methodology would need more careful consideration of
the positives and negatives of such an approach.
There is a level of consistency with the perceived benefits and costs of mixed methods
research. To prioritise this information, and avoid methodological errors, I conducted a
SWOT analysis. The results, of which are shown in table 2 (Tashakkori and Teddlie,
1998; Hart, 1998; Denscombe, 2010), allowed and action plan to be carried out.
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Table 2 The SWOT analysis of the mixed methods approach
Mixed methods have a great deal of use in preparing arguments for court cases or
making judgements on schools. The SWOT analysis shows that there are great
benefits but also a large number of issues and risks that need to be addressed to
ensure confidence in the research findings, the action plan to deal with these
weaknesses are detailed below.
8.3 Limitations of Mixed Methods
Mixed methods research is more desirable than generating large data sets and lack of
deep understanding for the positivist approach and the potential for bias using
phenomenological methods alone.
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The positives for using mixed methods outweighed the negatives; however, the threats
and weaknesses needed to be addressed to validate the data collected. The major
issue was about time taken to learn new techniques. I did not feel that this was a valid
reason to ignore the use of mixed methods. In making this choice, I had to ensure that I
engaged with the other weaknesses of the mixed methods paradigm. To eliminate the
issue with pragmatism, I had to be clear of the assumptions in terms of epistemology
and ontology of mixed methods, which I considered acceptable because mixed methods
offers a problem driven solution to the research problem (Denscombe, 2010).
This research project was not intending to discover emergent themes or research
designs, so the criticism, in this regard, I did not consider (Denscombe, 2010). I
planned to overcome another weakness of mixed methods, non-corroboration, by
planning to use one method to confirm the results of the other, but I needed to decide
how to triangulate the results. To reduce the issues surrounding triangulation I
considered the design of mixed method needed to be used. Possible strategies were:
Equivalent status (both QUAL and QUAN carry equal weighting);
Dominant less-dominant (Either the QUAL or QUAN takes dominance and the
other is just confirmatory);
Designs with multilevel use of approaches (Tashakkori and Teddlie, 1998).
To consider which mixed methods design was most appropriate I had to review studies
related to coaching. Campbell et al. (1963), strongly assert that the research design
with the highest methodological rigor is a pre-post, control group design. This design
matches closest with positivist paradigm, a philosophy rejected on its own for my
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research due to the choice of pragmatism. I felt that a good research method would
match up with a mixed methods design, mentioned above, and De Meuse, et al. (2009)
propose a coaching research method, which closely matches a multilevel design. They
critically reviewed the coaching literature, using a rigorous meta-analysis, to locate the
texts that contained the most effective methods of evaluating coaching. The method
they propose for evaluating coaching well is to use:
(a) ‘Reactions to coaching;
(b) Coaching experience;
(c) Coaching impact at the organizational level’ (De Meuse, et al. 2009, p.120).
It is not clear from the above authors who should be suggesting reactions to the
coaching process; however, Rogers (2009) and Kearns (2005) propose that the
coachee should provide the reactions to coaching. These authors propose an extra
step, which is the measurement of the return on investment; as there is no financial,
cost to the organisation in the study; I deemed this step inappropriate and it was
ignored. De Meuse et al. (2009) admit that their method of assessing the quality of
coaching may not be appropriate in different settings, or fields, due to the individual
difficulties of doing such a task but should be employed where possible to ensure
efficacy.
The final issue was the small sample size of the study, which consequently limited the
generalizability of the results. I decided that I would try to find a research method that
could improve the technique of using Skype before using a larger study in a subsequent
project.
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8.4 Action Research as an Alternative
Action research (AR) and mixed methods are very similar methods of research in that
they can use both qualitative and quantitative data but AR allows several iterations
which aim to improve practice (Wiśniewska, 2011). A researcher preferring a more
qualitative research design might prefer an action research methodology and project
with a small sample size. As a scientist, I still prefer the use of quantitative research
methods but acknowledge that the small sample size requires corroboration with other
research data to increase the validity of that data. Would using a mixed methods
design be more appropriate for this study? Wiśniewska, (2011, p.70) proposes that:
‘In mixed methods large populations are usually studied, while smaller
populations are set apart for qualitative investigation. In action research smaller
populations are investigated and they remain the same for both the quantitative
and qualitative part of the research’.
Therefore, I felt that I could use AR or a mixed methods research method for a small-
scale project using both qualitative and quantitative data. However, I needed to
consider that:
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‘…if action research claims to be based on mixed methods, it
should abide by the rigours of this method’ (Wiśniewska, 2011, p.70).
This suggests that using an action research project based on a mixed methods
approach requires the same level of rigour as in a mixed methods project so it would not
be easier to choose either method. Wiśniewska, (2011) asserts that the process of
action research is similar in terms of methodology to mixed methods research so
choosing action research based on mixed method design could increase the validity of
each AR cycle due to corroboration of data. Additionally, Denscombe (2010) highlights
that action research is appropriate for practitioners who are part of the research, this is
important as the research findings feedback into the practice of the practitioner. Finally,
as I had already started to use an action research methodology in using the SWOT
analysis, I decided that AR was an appropriate methodology for this research but how
would this work as a process?
Kurt Lewin was first credited with using the process of AR, in 1948. He summarised the
key steps of the AR process to the diagram similar to the one shown in Figure 2.
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Figure 2 the AR cycle, proposed by Lewin (1948, pp.202-203).
Lewin’s (1948) AR cycle shows that this process is a continuum, which means it can
continue to evolve and change forever. It could without explanation be interpreted that
the evaluation step is unconnected to the initial idea just the action itself and some
further plan. If the evaluation is unconnected to the initial idea then a whole cycle could
develop solving other problems but leaving the original one in place. A more focused
AR cycle can be seen in Figure 3.
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Figure 3 the AR cycle, by Newby (2010, p.62).
This version is more explicit, than Lewin’s (1948) cycle, and shows the researcher
returning to the initial issue, and by the nature of the flow of arrows implies the cycle
continues infinitely. The original problem is revisited and the second cycle (or phase) of
change begins. I think that I could use this cycle to plan a phase 1 (a trail with friends
and family) then improve upon it for phase 2 (a main cycle with a carefully selected set
of participants). What type of action research matches the research aims?
The duration of this project is short lived and participatory and emancipatory research
suits longer lived projects or social change respectively (Masters, 1995). Additionally, I
wanted events to be explained in terms of cause and effect, rather than through
‘transactions between one's mental work and external context’ used in participatory
research or events being ‘understood in terms of social and economic hindrances’ using
emancipatory research (Masters, 1995, p.7). Practical AR is more appropriate for the
development practitioner’s practice outside a technical or managerial process and
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emancipating research attempts to change of interpretation of the task, both of which
are beyond the scope and aims of this project (Zuber-Skerritt, 1996). On the other
hand, Masters, (1995, p.4) surmises that a technical AR project:
‘…promotes more efficient and effective practice. It is product directed but
promotes personal participation by practitioners in the process of improvement’.
Using a technical action research methodology would be therefore be appropriate to
use to meet the project’s aims as they relate to the improvement of an educational-
managerial process which is different from using practical AR or emancipating AR.
When using AR, a researcher is a ‘stranger’ to the organisation, they may notice things
that an ‘insider’ may consider irrelevant but may be important to the process
(Denscombe, 2010, p.132). By choosing AR with mixed methods and triangulation,
using different sources I felt the ‘stranger’ issue would be negated. Masters (1995)
asserts that a project using a technical action research methodology will have several
key characteristics: the project is started by a person with greater experience than the
rest of the group; additionally, technical action research improves practice and makes it
more efficient. I have more experience of coaching than the group that I am working
with and I want to make my practice better so, I decided to use a technical action
research project, using mixed methods. However, to do this I decided engage with the
stages of the research outline by Newby (2010) but also ensuring that I focused on
improvements in practice in each phase. The details of the phase 1 are described in
the next chapter.
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9 Phase 1
9.1 Introduction
In this chapter, the first phase’s plan, actions, observations and review will be outlined.
The extent to which the main research question: ‘Can the experience of Skype coaching
be similar to that of F2F coaching?’ has been answered, will be discussed in the ‘review
and reflection’ section. The final component of this chapter is identification of issues for
phase 2.
9.2 Planning
In a previous MA module, I discovered a form that could be used to measure the
reactions to coaching proposed by Coates (2012) (see appendix A, Figure 7). Though
the author does not propose any evidence that the frameworks well, or any of the
origins of its conception, it matches closely the core statements of another author
Rogers (2009) in her coaching evaluation framework. Sharing experience is the only
reflective measure that differentiates the Coates’ (2012) framework and the Roger’s
(2009) framework. This difference is important because I believe a coach can use the
sharing of their ideas (not advice) to offer different perspectives to situations, which may
help challenge damaging views.
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Despite the lack of published empirical evidence of its standardisation, I had used the
Coates (2012) framework in all of my coaching sessions since I discovered it and I even
trialled it with several coachees prior to this research study. I found it very helpful to
reflect on the different aspects of the coaching session and it was useful to get
participant feedback too, so this method was proposed for the reactions to coaching
analysis. Using a premade questionnaire meant that I have a measure that I was
confident gave reliable data that was specific to the research questions for this study.
The other benefits of using questionnaires are that they are low in cost and time, when
compared to interviews. It is easy to obtain a lot of information from many people very
quickly without the bias that can be introduced in interviews because of the interviewer-
interviewee power dynamic (Gillham, 2008, Denscombe, 2010). In addition to this,
respondents can complete the questionnaire at their own leisure but this can lead to a
lower level of respondents (unless a captive audience is used, then a significantly
higher response rate will be achieved). Even though I considered using questionnaires
as a useful way to research, I needed to address the potential criticisms of
questionnaires.
The major criticisms of using surveys is that that the quantitative data generated from
them may only lead to the discovery of trends or patterns and limited reasons for the
patterns, so an incomplete answer to the research questions can be generated. A
follow up study would need to be carried out to complete the narrative of the data.
Another issue is that, questionnaires can be very poorly designed and be unclear to the
reader what is actually being asked, they may also be unintentionally ambiguous
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(Gillham, 2008; Denscombe, 2010). To overcome these issues, I synthesised several
related solutions.
As mentioned above, questionnaires have their place as one method; they are of most
value when used in tandem with other methods (Gillham, 2008; Salmons, 2010). Using
questionnaires with thematic analysis in videos of coaching sessions answers the
potential criticisms of questionnaires: that they lack the richness of detail to explain
trends or anomalies.
Gillham (2008) argues that open questions can lead to a richer data set but their
number needs to be limited to justify the time costs in analysing the data. As the aim
was to have a direct point of comparison, between the start point of the research and
the end-point, and the fact that there would be a rich data set derived from the video
analysis, I made the decision to use closed questions for the long-term impact of
coaching assessment questionnaires. Additionally, I put personal detail type questions,
such as gender, at the end of the questionnaire to reduce apathy, improving the
questionnaire development (Gillham, 2008).
The Coates (2012) questionnaire was designed to help coaches to reflect on their
coaching and to facilitate improvement. The aim was to make the Skype and F2F
provisions similar using the Jones model so again the questionnaire was appropriate for
both situations. Thus, I decided to use it for the post session evaluations to provide
evidence for each of the sub research questions and therefore answer the main
research question.
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I created a draft questionnaire for the study using the above framework called the pre
and post study questionnaire, to assess the long-term impact of the coaching program.
I used the statements in the Coates (2012) framework as a basis for answering the sub-
research questions and assess whether there was a long-term opinion change of
coaching F2F and using Skype. As this coaching project was focused on leadership
coaching (coaching where the focus is leadership), I included questions relating to
leadership and coaching. My intention to include these questions was to reduce the
bias towards the research main question (Denscombe, 2010). To facilitate the first
action research cycle (phase 1) I intended to use the questionnaires with the phase 1’s
research groups to remove misunderstandings and to improve the accuracy.
Another key piece of evidence that I considered for the observation phase, involved
drawing evidence from was the coaching notes. I always take notes in coaching
sessions, to record goals, and other key data, and to support the learning and progress
of the coachee but I wanted to ensure that this was not detrimental to the coaching
process. When deciding the time to write up the coaching notes, I considered several
possible outcomes. Writing them up afterwards can lead to incomplete notes, or
missing information that has been set aside for a later session but the coachee gets the
coach’s full attention (Rogers, 2009). Writing notes within the session means that: the
coach may be viewed as taking the coachee seriously, the notes do not have to be
written up later, and it is a reliable way of remembering what the client has said
(Rogers, 2009). However, taking notes in session can break eye contact and the
coachee may wonder what is being written (Rogers, 2009). This is consistent with the
varied advice being given on the coaching courses that I have attended but there is no
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evidence to suggest, which method is better. I decided to take notes within the session
and tell coachees that they would receive a copy of the notes so that they could see no
judgments were being written, because I have done this in all of my coaching sessions
to date. In addition, I did not consider the break in eye contact due to note taking to be
problematic because equal time was spent note taking for the two groups. The notes
were a good piece of evidence for the completion of goals analysis, generation of ideas,
evaluation of ideas and commitment. I chose to use video transcript analysis as a
solution regarding key research sub-questions.
Videos can add richness to data that questionnaires cannot, as they can provide
multiple modes of data such as sound and picture content. Videoing the sessions also
meant that an external observer was not necessary to facilitate observation and to take
notes on the sessions. Hopkins (2008) suggests the following reasons for using video
recordings of interviews with participants and it is these reasons that made them
applicable for this research project:
Videos of interviews can capture as much information as is visible/ audible;
Videos of interviews give a high feedback rate compared to questionnaires
(based on previous experience);
It is easier to clarify misunderstood questions, which increases validity of
results.
In choosing to use videos to record the coaching sessions, I needed to overcome some
of the issues that have been cited with this method to increase the validity of the data
collected (Denscombe, 2010). One issue is that video can cause people to feel
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uncomfortable and so may want to ‘opt out’ of the research. I dealt with this issue by
ensuring that people signed a consent form, which stated that they would be videoed
(see ethics section). Additionally, though video does offer the rich source of
information, transcribing the content may be difficult if unknown slang terms are used or
audio breaks down (Denscombe, 2010). To overcome this obstacle I ensured that I
clarified any unknown terms when they occurred in the sessions. Another issue that
has been associated with videos of interviews is that they are time consuming to
analyse (Denscombe, 2010).
Creating video transcripts from their analysis is a common practice; however, Poland
(1995 and; MacLean et al. (2004) and found that there were significant potential for
errors in verbatim transcription where the meaning can change because the wrong word
in added to the transcript, so I considered alternative methods of analysing video
content. Similarly, Fasick (2001) asserts that although audiotapes provide an accurate
record of the conversation, the difficulties inherent in verbatim transcription and coding
reduce the value of such data collection.
In addition to errors, video transcripts usually contain a significant amount of dross,
which is material that does not relate directly to the topic in hand or is repetitious, or
peripheral. ‘Dross’ adds to the time taken to transcribe and analyse but also adds other
issues too. Bucholtz (2000) considers this ‘dross’ removal as part of a continuum of
methods of data transcription. At the extremes are naturalised and denaturalised
transcripts. Bucholtz (2000, p.1461) highlighted that the more a transcript retains the
features of spoken language (denaturalised text); ‘the less transparent it becomes for
readers unaccustomed to encountering oral features in written texts’. This relates to my
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experience of coding video transcripts as part of previous masters modules, so
transcripts are more transparent unless there is some form of pre-coding of the text.
More than this, when Lapadat (2000) analysed the literature, she found that research
paradigms related to differing approaches to transcription to epistemological
assumptions. According to her, positivist views are reflected in approaches to
transcription, which assume that transcription is the verbatim reproduction of the audio
content. Another assumption of a positivistic approach is that that ‘talk’ can be
objectively presented (Green et al., 1997). On the other hand, interpretivist
perspectives view transcripts as ‘theoretical constructions’ (Lapadat, 2000) and
transcription to be a representational and interpretive process (Green et al., 1997;
Mischler, 1991); in this way researchers choose what to transcribe and how to do it.
Lapadat (2000), proposes that approaches in between are the “muddle in the middle”,
which encompasses a range of approaches where transcription is either ignored entirely
to the rigorous, standardized practices of conversation analysis (CA)
Given that I chose an action research project with mixed methods paradigm for this
research project, a ‘muddle in the middle’ approach was chosen to reduce the time
taken to analyse the videos without losing important data related to the research
questions, this is explained more in the observation section (Lapadat, 2000, p.207).
Another issue with using videos for data collection is that some may be resistant to the
videoing component of the interview process. I felt that this issue was not applicable to
this project due to the key difference between the coaching and interviews, that the
power balance is more in favour of the participant in coaching than in interviews;
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consequently, resistance to the process was not considered an issue, especially once I
had generated rapport.
Even though there were challenges that I faced in using video analysis, I considered the
gains to outweigh the challenges in answering the research questions. Therefore, video
was an important tool for this research. To record the coaching sessions, for the two
research groups, two separate suites of recording software were used. Evaer (a Skype
recorder) was used for the SCG and webcam max (a webcam recorder) for the F2FCG.
Having outlined the plan for the use of the methodology for the next stage of this
chapter discusses the action step of phase 1.
9.3 Action
I set up a phase 1’s research group using friends and family to test the draft ‘Jones
Skype coaching framework’. The phase 1 group was split into two smaller research
groups F2F group (n=1) and a SCG (n=2) and all of the draft questionnaires and
feedback forms, were trailed with these groups. I used a ‘cheat sheet’, with an outline
of the draft ‘Jones Skype coaching framework’ (shown in Figure 1), to ensure familiarity
with the steps for phase 1, in line with best practice with research (Salmons, 2010). The
GROW model for coaching was chosen, as the literature review revealed that the
GROW model is one of the most popular models for coaching (Sherpa, 2012). In
addition to this, Lindon (2011) shows that many schools use the GROW model so
coachees were more likely to have experienced it before, thus familiarity would help
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build rapport in both groups. The coaching sessions were recorded to check the quality
of the communications, and locate any extra factors that might affect the quality of the
conversation, which is in line with best practice in online interviews (Mason, 2002;
Clutterbuck and Hussain, 2010) and allowed the reflection and analysis along with
action and planning for phase 2.
9.4 Observation
I observed that the F2F sessions were uninterrupted and had high ratings in terms of
the feedback from the coaching sessions. The questions on the post session evaluation
(feedback) forms were easily understood and the ratings were high either moderately
effective (3 ) or extremely effective (4) for the F2F group. The ratings were lower in the
SCG and were rated mostly as moderately effective (3) with some partially effective (2)
ratings. However, the pre/post research questionnaire was difficult for some of the
phase 1 group to understand, so I removed two questions and changed the grammar in
three questions to ensure that clarity was achieved (the final questionnaire can be seen
in (appendix D, Figure 8). The SCG illuminated a number of issues namely: The light
levels were too high in the sessions until we worked out that the main light source
should be behind the camera. Additionally, the picture quality was poor in some
sessions until I realised that other downloads were being used (such as anti-virus,
updates etc.).
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9.5 Review and Reflect
I felt that downloads should be suspended prior to the session start and that, lighting
should be changed to illuminate the participants from the front not behind. Though
broadband speed was considered in the conceptual framework, specific things that
impede downloads were not. The variation of light levels were quite disruptive and the
positioning of the coach and coachee were changed so that the main light source was in
front of the coaching participants, thus light levels was another factor that the
conceptual framework did not identify. Due to the potential bias of the convenience of
the sample, it was unlikely that I had sufficient evidence to answer the main research
question (or the sub questions) but I have learned more about the process of Skype
coaching from phase 1.
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10 Phase 2
10.1 Introduction
In this chapter, the issues identified in phase 1 will be addressed and a second
expanded AR cycle will be described. At the end of the reflection and review, section
an analysis of the extent that the main research question: ‘Can the experience of Skype
coaching be similar to that of F2F coaching?’ has been answered. The final component
of this chapter is the recommendations for further work.
10.2 Issues and Planning
This section outlines the proposed actions and the proposed analysis designed in light
of the issues found in the phase 1. The issues were that the light levels were
inappropriate and that downloads interfered with the Skype calls.
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10.2.1 Proposed Actions
I altered the ‘Jones Skype coaching framework’ to reduce the issues with downloads
and light levels shown in Figure 4.
Figure 4 the ‘Jones Skype coaching framework’ used in phase 2
In phase 1, I had compared the F2FCG and the SCG to allow a comparison between
the two groups and answer the research question. However, the participants were
biased due to their relationship with me so I changed the sampling to avoid a
convenience sample and improve the validity of the assessment of the coaching.
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A symposium on robotics was being held periodically at my school. I asked the
coordinator if I could present my research proposal to the staff there. I also telephoned
local schools to see if any member of staff wanted to receive some free coaching, as
part of a research project. In addition to this, I invited the staff in my school, during a
whole school meeting, to participate in the project where they would be developed in
their teaching or leadership capacity using coaching. I made the effort to engage with
other schools, as I did not want the research information to come from a convenience or
an opportunistic sample (Healey, 2009). This meant that I could reduce bias in the
results because there were less participant’s with a prior relationship with me.
Participants from three schools requested to be part of the study. Schools A and B
were secondary schools (with about 1200 pupils) and school C was a primary school
(with about 200 pupils). In the initial conversations it was noted that School A and C
had developed coaching programs in place but school B had had no experience of
coaching, before the project.
Due to the nature of the coaching, coaching is not needed by everyone, all of the time.
My sample size was limited to a small sample; as a result, I decided to use non-
probability sampling rather than convenience sampling, which was intended to reduce
bias (Denscombe, 2010). I selected members of staff earlier in their teaching careers
(less than 10 years), using purposive sampling, as I assumed that they might be in need
of more support than established members of staff in a school (Denscombe, 2010).
Thirteen potential participants, who were interested in coaching or who were already
being coached from schools A-C, were invited to participate in the study. I showed
potential participants a PowerPoint presentation introducing the ‘Jones Skype coaching
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framework’ process (see phase 1, Figure 4) and I told them that only one person would
be coached at a time. Next, I gave the participants an outline of the program (see
appendix E, Figure 9 and Figure 10) along with some expectations for the sessions, for
the coachees to read. They were told that the coaching being offered was personal
coaching (focussing on issues from leadership to teaching) and the participants were
offered a minimum of two coaching sessions over a one-month period.
I outlined the process of informed consent, got participants to sign consent forms (see
appendix E, Figure 9 and Figure 10), and then securely stored to signed forms. When
informed consent was obtained, I set up a schedule for the coaching that I agreed with
the coachees via email. I placed their coaching times onto my, password secured,
outlook calendar. Other coachees who did not want to be part of the study were still
given an opportunity to receive coaching without having to submit data, or be filmed, as
per the ethics section.
The participants who agreed the terms of the study, which included being filmed, were
accepted onto this project and were then assigned a number for the duration of the
study, as outlined in the ethics section. After this, the participants were randomly
divided into two groups: the Skype coaching group (SCG) n=4 and the F2F coaching
group (F2FCG) n=4. Denscombe (2010) advises that researchers are vulnerable to
criticism with small sample sizes; I accepted that because I was using AR that I would
have an improved technique for coaching by the end of phase 2, which could be used in
an expanded study in phase 3 with more generalisability.
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Based on the information in the BERA ethics handbook, the following guidelines were
set up and adhered to for the duration of phase 2. To guarantee the participants were
not pressured into the investigation and are aware of ethical issues all participants had
to read the two parts to the consent form (see appendix E, Figure 9 and Figure 10) and
sign it.
Salmons (2010, p.56) asserts that:
‘…The question then is not whether the researcher has power—but how this
power is used’.
The balance of power asserted by Salmons (2010) is in favour of the researcher for
initiating the process and inviting the participants into the process. However, I have
tailored many aspects of this research methodology to reduce the bias that can arise
from such a power imbalance, so that my power as the researcher are not abused or
used to the detriment of the participants. Examples included the fact that participants
were told that they could leave the research project at any time, that they did not have
to be filmed to receive the coaching and they were told that their data would be
destroyed upon their exit of the study. As mentioned in the participant selection section,
I tried to select as many participants from other schools to reduce bias; I also selected
participants from outside of my line management structure, from my school, for a similar
reason.
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To obtain candid and accurate data from each participant, I told each person that when
they gave feedback on the coaching it would not help if they were not accurate about
the quality of the coaching, whether it is high or low. The coaching guidelines for ethical
use of technology in coaching asserts that coaches should not attempt to maintain
simultaneous counselling and coaching relationships with client even when properly
qualified as a coach and licensed in another profession such as counselling (Labardee
et al., 2010). To ensure that this was clear, I set explicit expectations at the start of the
recruitment process to clarify the service being offered. No participants demonstrated
obvious, signs of mental illness at any part of the project so I did not need to refer them
to an appropriate mental health organization.
I wrote coaching notes in language that mirrored the coachee to avoid causing offence
and appropriate language was recorded. Coaching techniques were carefully planned
(see the method below) to enable as effective an outcome as possible for the coachee
(Thomas and Smith, 2004; Barkley, 2005; Clutterbuck and Megginson, 2005;
Landsberg, 2003, Coates, 2010). When giving out the pre and post study
questionnaires to the coachees, I made them aware that they did not have to complete
the form if they do not wish to be part of the study.
To maintain anonymity for the participants, in coaching sessions, feedback forms and
questionnaires, their names were coded on their documentation and the schools were
also given a letter to increase anonymity e.g. school A, B and C etc.
Finally, to secure sensitive files both research machines I secured them using antivirus
software and firewalls. I ensured that password protection was also given to sensitive
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files containing coaching data and feedback, meaning coachees could feel secure in
being candid with their feedback and coaching sessions (Labardee et al., 2010).
10.2.2 Proposed Observations
To observe if the phase 2 planning had made any difference to the actions in phase 2, I
proposed to observe at three different levels, just like in phase 1. These were then
compared to a F2F provision that did not experience any change, to see if the ‘Jones
Skype coaching framework’ that was modified from phase 1 had made a difference and
provided extra evidence for the changes observed in the action phase.
I used three components of the triangulation method for the analysis that are shown in
Figure 5 (Tashakkori & Teddlie, 1998). The QUAL data from the video analysis and
notes were then used to identify statements or phrases that validated that a particular
component of coaching was present in both groups. Then the QUAN data from the
feedback forms was used to see if there was a difference between the qualities of
experience of coaching. Finally and the pre and post study questionnaire was used to
identify if there was any similarity between the groups in terms of long-term opinions of
coaching and therefore identify issues for phase 3.
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Figure 5 the triangulation method used for the analysis
10.2.2.1 a) Reactions to Coaching: the Notes and Video Analysis
The first component of the triangulation analysis was the video transcription and notes.
This data was an indicator as to the experience of the key components of coaching;
these were corroborated with the video analysis.
As this research project draws from interpretivist (video interview and notes) and
positivist research paradigms (quantitative questionnaires), an effective transcription
method would relate to both to answer the research questions in a pragmatic manner
(Lapadat, 2000).
Using notes taken within the coaching session or immediately afterwards has been
reported as being superior to the exclusive use of audio recordings that are
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subsequently verbatim transcribed (Fasick, 2001; Wengraf, 2001). This is a simplified
version of Halcomb and Davidson’s (2005) suggested a methodology for transcription
that uses field notes:
Figure 6 the steps for mixed methods data management
This methodology is appropriate for use with a mixed methods approach and I felt that
this would lead to a beneficial transcription of the data. The only issue that I felt was
important was the second content analysis, by another researcher. They suggested
that this cross verified the data; however, as the data was going to be cross verified in
the triangulation stage (See triangulation below), I felt that this was an acceptable
change to the methodology.
I decided to record the sessions and take notes then reflect on the notes, post session
before sending them to the participants. Then I added quotes from the video transcripts
before carrying out a thematic review. According to Denscombe (2010) and Braun and
Clarke (2006), a thematic review needs an effective methodology to produce themes
that would answer the sub-research questions. There are six steps to generating
themes for thematic analysis, namely: (1) data familiarization, (2) generation of initial
codes, (3) searching for themes, (4) reviewing themes, (5) defining and naming themes,
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and (6) report production I analysed the efficacy of coaching by first transcribing the
audio transcript of the video. The research questions were used to generate the
categories. These initial codes that were generated by looking at the transcription:
coachee reported goal setting (G), evaluation of ideas (E), commitment to goals (Cg),
generation of ideas (I), rapport (R) Critical questioning (Cr) Selection of ideas (Se)
miscommunication (M), starting the conversation (s) close of the conversation (C). As
suggested by Braun and Clarke (2006), I then refined the initial codes after reviewing all
of the transcripts from the participants from both groups. The final themes were related
to the research questions and they are shown in Table 3.
Table 3 the themes for the thematic analysis
The thematic analysis was a key procedure for locating similarities, or differences, in
components of the coaching process. I decided that if stages of the coaching were
missing it would be apparent because of a lack of a relevant theme. Conversely, I
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concluded that if similar themes were present then the experience of coaching was
similar in terms of the components of coaching.
As part of the triangulation process, I used a post session feedback (or evaluation) form
to judge whether the experience of coaching was positive or negative; the proposed
analysis is shown below.
10.2.2.2 a) Coaching Experience: the Post Session Evaluation Form
The second part of the triangulation analysis was the post-session evaluation form. For
the evaluation of phase 1, I found that I needed to provide a clear explanation of how to
fill in the form when the coachee first used it. The proposed analysis involved looking at
questions that related to the research sub-questions. Each question on the
questionnaire contained data with regard to rapport, communication, evaluation,
selection of an action plan and goal completion, as per the sub-research questions
shown in Table 4.
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Table 4 the questions relating to the post feedback questionnaire
I collated the results from both research groups and then averaged the scores from Q1-
13. This averaged scoring allowed me to compare them with regard to the sub-
research questions, in terms of the quality of the experience of coaching received. The
feedback form allowed me to corroborate the results of the thematic analysis from an
alternative perspective and determine the experience of coaching in groups. Without
this analysis backing up the thematic review, the data and conclusions drawn from it
would be weaker (Tashakkori & Teddlie, 1998).
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The final aspect of the analysis was to discuss how to analyse how the experience of
the coaching affected the long-term views of the coachees.
10.2.2.3 c) Pre/Post-study Questionnaire: Impact at a School Level
This is the third part of the triangulation is the analysis of the pre, and post, study
questionnaires. The questionnaire was designed to contain many questions that were
important for comparing the long-term changes in attitude to F2F coaching and Skype
coaching. The questions that I used for the analysis can be seen below:
Table 5 the questions from the pre and post research questionnaire.
I collated intended to collate the questionnaire’s answers from each research group and
used Excel to analyse the averages for these key questions, to see if the experience
was different in both groups. The data from this level of evaluation was used to indicate
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a long-term change in attitude towards the type of coaching provision offered. I then
compared the results from the two groups and cross-verified them with the other two
sources of data.
Even though the final sample size of the two groups was too small to make strong
statistical assertions, I intended to use the triangulation of the data sets to allow
corroboration of data, which in turn would make stronger evidence to answer the main
research question and would allow a demonstration of balanced action research, using
a mixed methods approach.
10.3 Action
For phase 2, the I used two laptops as research machines as they had high quality (not
high definition) webcams build into the devices; in the phase 1 it was discovered that
the IPAD 3 would not work with Skype school A’s network, so it was changed. I
secured both of the research machines with antivirus software, firewalls and password
protection for sensitive files. Following this, both research groups were given Skype
login details and Skype account details. Having trialled the equipment, the main issues
were slow/dropped connections and light levels. As Skype is broadband width
demanding, all downloads were switched off prior to the sessions starting (as per the
Jones Skype coaching framework seen in phase 1, Figure 4). When I set-up the
laptops, at the start of the Skype sessions and I moved them, so that the light was
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shining on the face of the participant not the camera, this allowed more effective eye
contact and facial feature recognition.
The Jones Skype coaching framework was used prior to a coaching session using the
GROW model for the SCG and the GROW model was used on its own for the F2F
group. The Both groups experienced coaching with the GROW model to reduce
variation of results that might occur using different models.
For the SCG, there was a contingency option of using a mobile phone to cancel or
reschedule the session as required, which was used if re-connection was not possible,
though no sessions actually needed this (Labardee et al., 2010). I told the coachees
that they could stop the session at any time if the voice connection quality dipped. For
both groups, when the coachee had made a commitment to the task, I closed the
session agreeing with the coachee a future time for a follow up coaching session. Then
I asked the coachee to fill out the post-session evaluation form. Following this, I added
the agreed times to the shared coaching calendar to schedule all sessions, ensuring
that the only data visible to other participants were the participant codes. The last thing
that the coachees were told was to email the coach if they had any questions, updates
or should they think of something important. I secured the electronic data of the
individuals in a password-protected folder on the research machine 1. For participants
that used paper, I scanned, coded and then secured the feedback forms in a locked
filing cabinet.
I gave the coachees access to at least two coaching sessions over the duration of the
study, though I continued with most after the study had concluded. Once all coaching
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sessions were completed, I gave all project participants a post research questionnaire
and the next phase of the project was initiated, which involved looking at the observing
the data and reviewing it. The next section details how I carried this out.
10.4 Observations
This section details the observations seen in phase 2 of the project and this is broken
down into and described in the following order: transcripts of video recordings of the
coaching sessions, coachee post coaching feedback forms pre and post project
questionnaires. The analyses of these data will then be related to the sub-research
questions:
1. Is rapport generated in both VoIP and F2F sessions?
2. Will goals be set in both groups?
3. Will the both groups generate ideas/solutions?
4. Will ideas be evaluated in the F2F group and the SCG?
5. Will the participants be able to select ideas based on their evaluation in both
groups?
6. Will both groups commit to ideas
7. Do the critical questions asked of both groups help them to reflect?
These sub-questions will help answer the main research question: can the experience
of Skype coaching be similar to that of F2F coaching?
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10.4.1 Interview Video and Notes Analysis
The theme rapport (R) was present in all sessions. The statements below show some
of the text used to generate that theme in both groups this theme was chosen not only
because of the jokes made but also because of the honesty revealed within the
sessions (see appendix C, Table 10 for examples)
In both groups, all participants’ transcripts contained a ‘generated goal’ (G) theme
except for participant 4 (p4) in the F2F group. This was because the issue that p4
wanted to talk about was personal issues and we felt that coaching was not appropriate
and we decided not to continue the coaching relationship. Some examples of the
theme goal setting can be seen in appendix C, Table 11.
Both groups the theme ‘generated ideas’ (I) to solve their respective issues and
evaluation of those ideas (Ei), which lead to a selection of ideas (Se) was present in all
participant except participant 4 as mentioned above he did not fully engage with the
coaching process. Appendix C, Table 12 and Table 13 shows two participant’s ideas
about how they generated, selected and evaluated their focus for coaching through
prioritisation. In these respects, both groups were experiencing coaching. The final and
arguably most important question to answer was ‘what was the commitment to goals?’
(Clutterbuck and Megginson, 2005).
As with the other sub questions there was a similarity in that the theme commitment to
goals (Cg) and critical questioning (Cq) was present therefore there was evidence that
the sub-question relating to commitment to goals. A sample of text that exemplifies the
generation of this theme can be seen in appendix C, Table 14
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From the analysis of the video sessions, I could see that all participants (except for p4)
had a similar experience in terms of the components of coaching. Though the
participant’s perception of that experience of coaching was imperative to determining
whether the experience of coaching was similar the long lasting impression of coaching
was important to determine whether long term views had changed and this is discussed
in the next section.
10.4.2 Post Session Feedback Forms
The post-session feedback forms were analysed using the average function in Excel
and the results are shown below in Table 6 and Table 7 for the F2FCG and the SCG
respectively.
Table 6 the F2FCG’s post session feedback form data
All aspects of the coaching were rated as ‘extremely effective’ (4) on average except
one. The only area rated lower was the ‘Taking account of how much you need or are
able to change’ statement, which was rated lower as ‘moderately effective’ (3) though
respondents due to the ratings of the F2FCG’s results.
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Table 7 the SCG post session feedback form data
Similarly, to the F2F group all aspects of the coaching were rated as ‘extremely
effective’ (4) on average. The only area rated lower was the ‘Sharing the coaches own
experiences and feelings’ statement which was rated lower as ‘moderately effective’ (3)
on average. Due to the small sample size, it is inappropriate to comment as to whether
the samples are truly statistically different in this respect but the area of sharing
experiences was still rated positively, so the experience of coaching was not adversely
affected.
There were two differences in the feedback form statements but due to the small scale
of the research meant that a statement about statistical significance was not possible so
differences in the two groups could have been due to chance. The data shows that the
coaching was rated positively in both groups, so both groups did not just experience
coaching but that they had a positive experience of it too. All of the sub-research
questions had evidence to show that a positive experience of coaching took place in
both groups. The final part of the triangulation was to analyse the pre/post research
questionnaires in either group to see if any participants changed their long-term
attitudes towards coaching.
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10.4.3 Pre and Post Research Questionnaire
The analysis of the long-term changes involved analysing the pre and post research
data. Some of the participants did not submit a questionnaire in time to be analysed,
hence there are some results omitted.
This level of the multi-layered approach was used as a measure of the quality of the
coaching experience. Not all of the questions asked related to the research questions
but they were used as an indicator of long-term changes in the impressions of the
coaching.
Analysing the questionnaire data, using the average function on Excel, the scores were
converted into numbers from nought to four and averages were taken for both groups
before and after the research, the scores are shown in Table 8.
Table 8 the Pre and post questionnaire answers for the research sub-questions
The Skype group maintained the ratings with regard to the experience of F2F coaching
questions Q8 and Q25. This suggests that the coaching that they received via Skype
did not affect their view of F2F when analysing these questions. The rating of Q19
changed from ‘all of the time’ (4) in the pre research data to ‘most of the time’ (3) in the
post research data, this could be due to P5 not submitting a pre-research questionnaire
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and therefore his data did not lower the average at the start. The key area that the
Skype group did change was their opinion of goals, the rating went from ‘some of the
time’ (2) to ‘most of the time’ (3). This correlates with goal completion competition of
goals within the Skype coaching sessions and reflects a shift in the perception of Skype
in the group.
One Skype participant, p6 did lower his impression of Skype long term in three
respects: Q15, 16 and 21. This could be due to his impression of the lack of a point of
using Skype when we were in adjacent rooms. His ratings of sessions were positive in
the post session recordings and he had said informally that he could not wait to go and
do the things that we had discussed in the session. He may have had a particularly
positive experience of F2F coaching or may have felt uncomfortable in one of the
sessions and this marred his experience.
Q8, Q19 and Q25 were the key indicators for the long-term impact of the F2F coaching.
The F2F group rating rose with regard to Q8 though the group reduced the rating of
coaching on average with regard to Q25. Though Q25 was still rating positively this
rating change could be due to the loss of participants from the start of the research to
the end of the research. P12 lowered her rating of Q25 to ‘most of the time’ rather than
‘all of the time’ for rapport generation. p12 had delivered coaching but had not had a
set of coaching sessions before the research so may have been more reflective about
how rapport is generated within a session her rating before the research suggested that
F2F coaching required effective rapport all of the time.
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P1 was the only participant to have not received coaching before the project started and
before I had introduced it to her, she had not heard of it. She rated the Skype coaching
higher than the F2F coaching in the post research questionnaire and higher than the
Skype coaching at the start of the project. This shows that the experience that she
received was positive enough to change her long-term attitude towards Skype coaching.
It would be interesting to see if other groups of un-coached participants made a similar
change on long-term opinions in a subsequent study, as this was not seen in the entire
SCG.
The F2FCG had higher ratings for questions: Q8 and Q19 than the SCG, which related
to the experience of F2F coaching and could have resulted from the positive experience
of coaching experienced F2F in the research project. However, Q25 (relating to rapport
generation of F2F sessions) had a higher in the SCG. The method of note taking within
the session may have affected this viewpoint long term for the two participants that
completed the post research questionnaire as it involved breaking eye contact though
the F2FCG still feel that effective rapport was generated ‘most of the time’, which is still
positive. By contrast, the SCG showed higher ratings on Q10 and Q21 both of which
relate to Skype coaching which suggests that the coaching received by the SCG
improved their rating of it compared to the F2FCG, over the course of the study. Q26
had the same rating in both groups at the end of the coaching; however, only the F2F
group rated this lower at the start. This is possibly because people in the F2F group
talked to people in the SCG and this may have account for the F2F group’s
improvement in the rating of Skype coaching even though they have not experienced it.
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With the post research data, I compared the pairs of sub-questions, relevant to each
research group, to each of the two groups (F2F questions with the F2FCG and the SCG
etc.) and could not find a conclusive difference between the two groups. This was
because the groups did not rate all of the research sub-questions differently, so the
experience in the two groups could be similar.
Given the small sample size, it is inappropriate to say whether these groups are
significantly different but in general, both of the groups improved some of their ratings
with regard to their mode of coaching. However, the changes are not consistent with all
of the research sub-questions, so again a conclusive difference cannot be stated at this
level. The final section of this chapter explores the conclusions that can be drawn and
the limits of this research.
10.5 Review and Reflection
Initially, I set out to find out if there was a method of coaching at a distance. In the
literature review, I found a number of suggestions from the literature about
communication via VoIP communications (like Skype) but there was no evidence base
for the combination of suggestions found. The research project that ensued attempted
to answer the main research question:
‘Can the experience of Skype coaching be similar to that of F2F coaching?’
In the observations section of phase 2, I found that there was no apparent difference
experience of coaching in both research groups, so it appears that for the research
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participants that I worked with the concise answer is, yes. However, Newby (2010)
suggests that it is the extent that the research question/ issue has met that is important
in AR, so I will discuss the strengths of this research, which lead to this conclusion, and
additionally, I will discuss the limits of the research and suggest the implications and
directions for further action research phases.
10.5.1 Conclusions
The assessment of coaching through video analysis showed that both groups had a
direct experience of coaching. Simply having an experience of the key components of
coaching does not suggest how the coachees perceived this experience. The next
layer of research showed that the post session feedback was almost universally at the
‘extremely effective’ level for both groups showing that both group’s experience of
coaching was positive. Looking at these two levels, I surmise that both groups had
experienced coaching and it was a positive experience for the majority of the
participants that remained in the project until the end, therefore this met my original
aims, which was to find a method of coaching that could be used at the convenience of
both participants.
Phase 1 located several other technical issues namely: inappropriate light levels and
having downloads limiting the broadband capacity, both were resolved for phase 2. In
phase 2, two of the participants commented on the sound levels being too high in their
sessions, thus sound and light levels may be other factors that the ‘Jones Skype
framework’ needs to take into account to give conditions that are similar to F2F
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sessions. Another technical issue may have arisen in phase 2, which was highlighted
by the average assessment of rapport in both groups being lower than was rated at the
start of the research. Both of the groups given a mean average assessment of the
rapport of their research group at the ‘most of the time’ level (3) at the end of the project
so there is a possible negative impact of note taking within the session. The phase 1
Jones Skype coaching framework considered the effects of looking at notes but not
taking notes within the session. Future studies might consider reducing the time taken
to write notes to reduce this potential effect.
I found no conclusive difference between the two groups at the experience of coaching
level. In the post session questionnaires there was some variation in the ratings but the
small sample size meant that the significance of the difference could not be determined
corroborating with the qualitative component. In terms of the long-term impact of the
two provisions there was evidence that the experience of Skype coaching can be similar
to F2F coaching again this corroborated with the other two sets of data and suggested
that the two coaching experiences were similar.
These conclusions are important for researchers reviewing models for using Skype to
communicate or coach. This might also be of interest to professional coaches who use
Skype as part of their practice or indeed companies who are enforcing ‘no fly’ policies
for all staff meaning other methods of coaching are required.
However, throughout this dissertation, there were a number of constraints that were
applied to the research, which are important to discuss before extrapolation, or further
work, can be considered and these are discussed in the next section.
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10.5.2 Limits of this Research and Further Work
The action research process has led to a completion of the aims of the study; however,
the limited sample size, and the nature of action research, means that a larger study
may be to ensure greater generalisability (Wiśniewska, 2011). Additionally to this, I
could not determine whether any differences in the two research groups were significant
due to the small sample but again the limited differences between the groups is an
indication that a further study is warranted.
Researcher bias is always possible, where the researcher is part of the process and has
an interest in finding ‘an answer’ (Salmons, 2010). The process that I carried out has
been sequentially explained to highlight the places that I have attempted to reduce the
effects of my bias, an example of which was the sampling from three schools to avoid a
convenience sample. Collecting data from the place that I worked could have added
potential bias to the data especially as the groups may have communicated to each
other and have positively, or negatively, affected their long-term opinions of the
coaching. As this was an action research project, I was effectively performance
managing the participants in the study and they could have biased the rating that they
gave in their feedback. I tried to mediate bias in this project by reminding the
participants that only honest ratings were helpful, regardless as to whether they were
positive or negative.
The qualitative limit to the research related to the addition of extra information (such as
quotes) to the notes from video analysis rather than transcribing verbatim. In doing this,
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I accepted that, I would lose the ‘close’ relationship with the data and the opportunity to
carry out a very detailed analysis (Halcomb and Davidson, 2006). A consequence of
this is that, I may have missed more technical issues in the observation phase;
however, due to the continuous improve nature of action research any minor issues
missed likely be found in the subsequent research phases.
The quantitative limit to the research related to an incomplete sample of surveys for the
pre/post feedback questionnaire. In any questionnaire based data collection exercise,
collection rate is not always 100% meaning that a representative sample may not be
achieved (Denscombe, 2010). In addition to this, in doing a technical, action research
project, I accepted that my samples may be limited and that this project would be a
small-scale precursor to a larger phase 3 project, with a greater level of
representativeness.
Due to the small number of participants in this study, its generalizability may be limited,
so a phase 3 study may need to be expanded to a statistically significant sample size to
confirm the reliability of the methods.
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12 Appendix A: The Post Session Evaluation Forms
Figure 7 the coachee post session evaluation form.
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13 Appendix B: The Different Models of Coaching
Table 9 the different models of coaching
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14 Appendix C: The Results from the Video Analysis
Table 10 the rapport theme
Table 11 the goal setting theme
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Table 12 one F2F group participant’s generation, selection and evaluation of ideas generated
Table 13 one Skype group participant’s generation, selection and evaluation of ideas generated
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Table 14 the goal commitment theme
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15 Appendix D: The Pre/post Research Questionnaire
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Figure 8 the pre/post research questionnaire.
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16 Appendix E: The Research Consent Forms
Figure 9 the consent form part 1.
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CONSENT FORM Part 2
Please initial box
I confirm that I have read and understand the information sheet for the above study and have had the opportunity to ask questions.
I understand that my participation is voluntary and that I am free to withdraw at any time, without giving reason.
I agree to take part in the above study.
Please tick box
Yes No
I agree to the interview / coaching session being audio recorded
I agree to the interview / coaching session being video recorded
I agree to the use of anonymised quotes in publications
Name of Participant Date Signature Name of Researcher Date Signature
Note for Principal Investigator / Supervisory team: Include the following statements, if appropriate, or delete from the consent form:
I agree that my data gathered in this study may be stored (after it has been anonymised) in a specialist data centre and may be used for future research.
Figure 10 the consent form part 2.