Step 2: Background and Insight

In order to ensure a deep understanding of both the individual and the organization, we leverage a number of resources:

• Review of existing third party assessment reports (if available).

• Review of existing (recent, ideally past 18 months or less) quantitative 360 survey results.

• Qualitative 360 degree feedback from selected colleagues and organizational stakeholders.

• Performance reviews and other relevant diagnostics for team members.

• Additional assessment techniques and tools as deemed appropriate.

Step 3: Coaching Action Plan

Based on the initial discussion with the client and the review of assessments and background information we propose focus areas and a tailored plan for the coaching engagement.  We review the coaching action plan with the client and with the designated organizational stakeholder.

Step 4: Implementation

We are not a “bill by the hour” consulting firm. We contract on the basis of results. That said, given our depth of expertise and experience specific to coaching, we understand what can be accomplished over what period of time and what the optimal engagement structure will be to achieve those results.

Client ownership of the entire process is critical for success. This includes setting the agenda for each coaching conversation (topics are usually aligned coaching action plan but not always). The most important factor that determines success is consistent action. Each coaching session will typically include a discussion around the actions that the client has taken since the last session and what further action they commit to taking before their next session.