(Timing is estimated and subject to the details of each agreement)

Meet and Greet Call (15-30 minutes) – occurs prior to contract signing

  1. Manager and Coach speak to determine mutual fit prior to committing to agreement

***Coaching Agreement Signed***

Kickoff Meeting (1-1.5 hours) – step #1 after signing coaching agreement

  1. Why Coaching? Why Now?
  2. Executive’s expectations; concerns; readiness
  3. Coach’s expectations; concerns; focus
  4. Confidentiality expectations
  5. Process overview
  6. Q&A

Discovery and data gathering (approx. 15 hours)

  1. Executive completes 360 Assessment (should be current <2 years old or taken via DT)
  2. Coach conducts interviews with up to 6 colleagues (360 assessors)
  3. Executive provides other recent (<2 years) personality/style reports (MBTI; Hogan, etc.)
  4. Executive completes Get To Know Me & My Life and Legacy Questionnaires
  5. Coach reviews and interprets data
  6. Coach prepares Executive’s Client Discovery Report

Goal setting and action planning (approx. 4 hours)

  1. Review, discuss and clarify current state performance and future state vision
  2. Discuss Executive’s strengths and opportunities based on Discovery Report
  3. Develop and agree on 2 to 3 coaching goals – document goal and measures

Coaching sessions (12, 18 or 24 hours, depending on selected package)

  1. Meet at least bi-weekly for the first three (3) months in person
  2. Decide on meeting frequency thereafter (face-to-face meetings: in person, video)
  3. Between-session emails, texts or brief calls at no extra charge

Progress checks (approx. 4 hours)

  1. Meet twice with Executive’s manager to discuss questions and progress against goals
  2. Conduct a “mini-survey” towards the conclusion of the formal coaching process to assess perceived progress with the Executive’s assessors

Wrap-up Meeting (approx. 1 hour)

  1. Final meeting with Executive and his/her Manager
  2. Discuss the coaching engagement overall, the progress achieved and how to best support the Executive’s ongoing leadership development
  3. Complete Wrap Up Protocol



These tools and aids are provided to each client at the start of the coaching partnership: