Coaching Programs Available:

• Jump-Start – Coaching session(s) to help people get ready for the delivery of a specific presentation or event.
• Activation –This short-term package is available to help leaders improve the way they deliver information to others. 
• Momentum Program –Three-month program is available to help leaders improve the way they communicate or present with others.
• IMPACT Program – Three to Six-month program is available to help leaders improve the way they communicate or present with others. Includes coaching retainer for brief check-ins between sessions
• TRANSFORM Program – Three to Twelve-month program is available to help leaders improve the way they communicate and present information with others. Includes coaching retainer, quarterly debriefing sessions, and 45-Day follow-up session to extend the learning.

Coaching Program Process

Learning new skills and behaviors takes time, which is why I use a process-oriented approach to coaching. My comprehensive coaching programs include a before, during, and after approach that ensures attendees can take what they learn and put it into practice. This process-approach ensures long-lasting results and a higher return on investment.

My professional development process is based on the concept of process learning, which differs from event learning. Event learning is a “one-time event” where you learn a new technique that is not integrated into your processes, leading to a lack of sustainable learning and behavior change, which leads you right back into the quagmire of the status quo. 

On the other hand, process coaching and training are used to train pilots, doctors, and military specialists to become experts. It involves refocusing at a progressively deeper level of understanding and proficiency until you become masterful at it.

During my coaching program, clients can choose to meet with me in person, virtually, or a combination of both. Together, we’ll identify critical competencies and work towards achieving mastery.

Coaching Objective

I will work with the coaching client on 4 critical areas:

Vision: Clarify in what direction the client is heading and make sure it is where you want them to go.

Roadblocks: Identify what is going to stop the client from getting there.

Strategies: Tools and techniques to help make this vision a reality and overcome any challenges and/or obstacles.

Action: Develop a written action plan to help the client get started, take the action necessary to move toward their vision, stay on track, and learn from their mistakes.

Coaching Expectations

Coaching works best when the client actively participates and assumes primary responsibility for their success. If so, the client can expect results.

Coaching Process

Remember, we will customize a program to the coachee’s specific needs. The specifics of the coaching program depend on the needs of each person. Below is a sample of what the process might look like.

PHASE I – Assessment

I start the one-on-one coaching process by doing a series of assessments including:

• Personal Interviews with the immediate Supervisor of the Coachee to identify the reason and goals for bringing me in to coach this person. (If it is a CEO I might interview board member(s))
• Conduct a “360 Needs Assessment”. I could interview the supervisor, the coachee, a sample of their peers, direct reports, and/or co-workers. This can be done in person, by phone, and/or by a written survey.
• Conduct a “Communication Behavioral Profile”(DISC) to identify the behavior style of the coachee. This helps me determine the best approach to coaching this person

PHASE II – Coaching Program Development

Next, we specifically review the assessment results and begin to identify the 3 personalized outcomes to build the coaching program around.

PHASE III – Coaching Program Delivery

Finally, through a series of coaching sessions, we focus on the results we identified in the assessment phase and move the coachee toward the desired outcomes.

The sessions are usually held every two weeks to allow time for development to occur. Here is a sample of how the sessions might look.

(Sometimes I combine two sessions into a “Mega Session” if need be):

Session 1 – Review the DISC Communication Style Profile, share feedback from the assessment research, identify/discuss the three outcomes, create benchmarks (videotape, inventory, etc), discuss journal keeping, etc

Session 2 – Firm up the three outcomes, discuss journal notes from the previous week’s activities, begin working on one of the outcomes, and assign homework to be completed in between sessions.

Sessions 3, 4, 5… – Start each session by discussing journal notes, debriefing the past weeks’ experiences, and reviewing homework. Then we spend time focusing on the three specific outcomes, teaching/fine tuning behaviors/skills to move closer to the desired outcomes. I use videotaping, assessments, and homework to help the client practice the newly learned skills/behaviors in between sessions.

Final Session

Wrap up professional development, review learned skills, have the client present a “final project,” and develop a six-month action plan to help them continue working on the three outcomes.

PHASE IV – Post-Coaching Action Plan

The last phase of the coaching is to develop an “action plan” to help the coachee continue to achieve the outcomes established for the coaching project. This includes a 60-90 day-follow-up coaching session (by phone or in person) to keep the momentum going.

The Investment

Call for details on the various coaching packages and investment for Coaching Services

The investment for the coaching process normally includes the following:

1. The Communication Behavior Profile – 20-page computer-generated report
2. The Needs Assessments Process
3. Two Coaching Sessions per month (customized around the three specific outcomes we identified)
4. Observations Sessions (where appropriate)
5. Coaching Retainer – brief check-in calls/e-mails between sessions. I am on call to help the client change their behavior and achieve their goals
6. All coaching materials – inventories, handouts, worksheets, templates, surveys, articles…
7. Brief check-in calls/e-mails between sessions. I am on call to help the client change their behavior and achieve their goals
8. Quarterly Debriefing Sessions
9. Development of an “Action Plan” to help the client continue to work on the outlined areas
10. A “Bonus Session” – 45-60 days after the last session. I include a follow-up check-in session to see how a client is progressing.

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