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  Joan Lloyd & Associates - How We Work with Our Clients - Our Services


Joan Lloyd & Associates has a solid track record of excellent results.

Our clients, range from entrepreneurial start-ups like Cousin’s Subs, to large corporations, including: Northwestern Mutual Financial Network, Kohler Company, GE and S.C. Johnson.

 

Our Expertise / Services:

We partner with our clients to create innovative solutions in leadership development, culture change and teambuilding. 

 

We provide custom designed solutions:

Executive Coaching

Management Consulting

Team Assessment / Team Interventions / Teambuilding

Facilitation of Planning and Strategy Meetings

Training Workshops & Interactive Labs

360-Degree Feedback Processes

 

Executive Coaching

Important Tips for When, and How, to Use an Executive Coach

Our executive coaching process has a success rate of more than 90% (metrics are established and measured by the client and his/her organization).

 

We provide customized coaching for leaders (and executive teams), whether the leader is in a new, stretch assignment, or a seasoned executive, who needs to modify behavior in an evolving corporate culture.  We achieve results in six months, with our behavioral, practical approach.  We create a customized plan for each executive, based on the needs of the executive and his/her organization.

 

A typical coaching engagement will involve:

Phase I:          Initial Assessment or “Intake”

Phase II:         Data collection and feedback

                        Executive Assimilation Process (Optional)

Phase III:         Ongoing Executive Coaching

Phase IV:       Re-collect Feedback

Phase V:        Final Report with additional development ideas

More information about our Executive Coaching Process

 

Management Consulting

            We help organizations work through large changes and persistent problems, such as:

·        Organization Changes, such as Mergers, Reorganization, Leadership Changes

·        Creating a Healthy Culture-Creating Alignment and Employee Empowerment and Satisfaction

·        Jump Start—for a New Manager or a New Executive, so he/she gets off to a strong, positive start.

·        Employee Surveys, Including assistance with implementation

·        Career Development/High Potentials Program- design and facilitation

·        Customized solutions—call us to discuss your needs.

 

Team Assessment / Team Interventions / Teambuilding

It takes more than talented employees to become a cohesive, effective team. That’s where we can help. We have achieved great outcomes—here is a case study to illustrate our results: 

 

Case Study: The “Sick” Operating Room Team
After a merger, a large hospital operating room with more than 150 nurses and technicians had a divided culture, both geographically and philosophically.  Authority broke down, along with high standards and mutual respect. New recruits were hard to come by and tough to keep.

 

Through our collaborative change process, trust was rebuilt, effective responsibility and authority levels were established, the structure was modified and the work procedures were successfully standardized.

 

The results?  Turnover is drastically reduced, the quality of patient care has soared and this healthy OR is now a magnet for new graduates.

 

Facilitation of Planning & Strategy Meetings

Do you want to work with your group to plan your strategy and next year’s goals? Do you have a tricky, cross-functional problem to solve? Sometimes you just want to be a part of the process, instead of leading the session yourself.

 

We have worked with:

 

·        Physician teams

·        Boards of Directors

·        Executive teams

·        Cross-functional teams

·        Whole departments

·        Entire company meetings

 

We design a dynamic process to achieve the outcomes you want:

 

·        Executive Retreats

·        Planning Sessions

·        Problem-solving Sessions

·        Focus Groups

·        Communicating/Gathering Input on Major Initiatives

 

Training Workshops & Interactive Labs

We provide onsite training solutions, from customized, stand-alone training workshops & labs to a complete leader development training series for your supervisor / manager team.  We also provide training workshops that are appropriate for technical professionals and staff.  Our high impact, results-driven training workshops combine our experience and expertise to give participants hands-on experience with real-world issues.

 

We don’t believe in out-of-the-can training products.  All of our workshops are highly customized to fit your industry, the needs of your organization and the skills level of the participants.  These workshops and small, group labs are conducted at your site.   

 

Workshops & Labs for Supervisors / Managers / Executives:

How to Coach & Give Feedback That Gets Results

Tips for Facilitating and Reducing Employee & Team Conflict

How to Provide Effective Performance Reviews

Insider Tips for Running Great Meetings

Building a Workplace Culture that Fosters Empowered Employees

Leadership Lab for Supervisors and Managers

How to Present Like a Pro

Interpersonal Communication – the Keystone of Success

Establishing your Role / Responsibilities / Authority with your Team and Others to Ensure Success

The Overlooked Importance of Communication Structure and Systems

Managing the Generations – How to Recruit, Retain and Reward Diverse Generations

Effective Mentoring – How to Design (or Fix) a Program that Gets Results

Conflict, Competition & Compromise – Strategies for Rejuvenating Your Team

 

Workshops & Labs for Technical Specialists orStaff:  

Internal Consulting Skills for Human Resource Professionals

Facilitation Skills for Human Resource Professionals

The Changing Workplace – Success Strategies to Boost Your Career & While Helping Your Organization

Partnering in Your Performance Review – How to Help Your Manager Help You

How to Present Like a Pro

Train-the-Trainer for Technical Trainers

 

Occasionally, these small-group, full-day labs may be offered as open enrollment training.  To be notified of open enrollment sessions, as they are scheduled, subscribe to Joan Lloyd’s Article of the Week.

 

360-Degree Feedback Processes

A 360-Degree Feedback Process is a great tool for giving leaders clear feedback from their peers, employees, and managers.  It creates strong motivation and specific focus to improve skills and performance.

 

Joan Lloyd & Associates will design and implement a custom, easy-to-use 360-degree feedback tool for your organization. 

 

During a typical 360-Degree Feedback Process we will:

 

·        Use your existing leader competencies, or help you create leader expectations

·        Formulate the questions online using survey methodology and a secure site

·        Coordinate all the mechanics and administration of running an effective online survey

·        Analyze and compile all the data we collect into reports that you can use to benchmark the current skill level of your leaders, plan for future training and development and measure results

·        Compile individual, aggregate, or any other format reports that you require

·        Conduct a workshop to teach your managers how to use what they learn to develop practical action plans.

·        Provide Individual action planning sessions, if desired.

·        Talent development planning/Succession Planning

 

360-Degree Feedback – Case Study #1

A large division of a manufacturing company was unhappy with its existing 360-Degree Feedback tool and process.  It was too cumbersome and difficult to interpret.

 

Working in collaboration with one of our partners, BDD, we designed an online assessment that incorporated the leader competencies that were culture-specific.

 

The new 360-degree feedback tool was shorter and easier to complete.  We also provided one-on-one action planning for managers to help them create meaningful development plans.

 

The result?  The entire company adopted our easy-to-use, online 360-Degree Assessment Tool and process.

 

360-Degree Feedback – Case Study #2

The CEO of a large organization wished to do an online, 360 evaluation of his performance for his Board, within a short timeframe.

 

We integrated the Board’s measures, the CEO’s requests and the company’s leader competencies into an easy-to-use online assessment tool.  Using the results, we also facilitated a planning session with the CEO and the Board.  A strategy session was also held with the executive team

 

The results?  The CEO had a clear understanding of his performance and developed a specific plan for addressing both personal and organizational issues with his team, to make his organization even more successful

 

Custom Designed Solutions

We listen to our clients’ needs and design solutions that work.  From large group training to one-on-one coaching, we see your success as our success.

 

 

Joan Lloyd & Associates, Inc. 10701 W. North Avenue, Suite 203, Milwaukee, Wisconsin 53226
(800) 348-1944  (414) 476-8853  Email: mailto:info@joanlloyd.com  http://www.JoanLloyd.com


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Milwaukee, WI 53226 (800) 348-1944 (414) 476-8853
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