Joan Lloyd & Associates, Inc. - Executive Coaching Process

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

We take a comprehensive approach to executive coaching. We create a customized plan for each executive, based on the needs of the executive and his/her organization.

A typical coaching engagement can involve:

Phase I:         Executive Coaching - Initial Assessment or "Intake"          

¨      An initial half-day meeting with our consultant to determine the issues, goals, commitment and expectations of the coaching client, the coaching client’s manager and Human Resources (if appropriate) and our coach.

 

 

Phase II:        Data collection and feedback

Essential to the success of coaching, is an understanding of how the client is perceived.  We conduct a customized, 360-degree interview process to gather confidential and specific feedback from up to 12 people (employees, Board members, peers, customers, etc.)

Time commitment: 2 days (6 interviews per day)

 

¨      A Confidential Feedback Report is provided, with recommendations for skills, behaviors and key actions critical to success on the job.  The report includes aggregate data by interviewee category (employee, customer, peer, etc.) and does not identify specific people. This report and recommendations are used to develop action plans. 

Time commitment: Up to half-day Feedback Meeting to present written findings, recommendations and begin action planning.

 

 

                        Executive Assimilation Process: (Optional)

This half-day facilitated process is designed to clarify and/or establish executive / team expectations and operating style.  It also creates a way to open dialogue and build a future-oriented agenda and some action plans for the executive and team to begin working on immediately.  This process is a very effective way to make sure that the team is aligned and connected with the executive and the organization's objectives.

 

 

PHASE III:     Ongoing Executive Coaching

For best results, we recommend coaching for at least 6 months, so new behaviors and skills have an opportunity to develop.

 

¨      Minimum 6, two-hour coaching sessions to implement executive development plan.

¨      Includes telephone calls and email communications with coaching client, client’s manager and Human Resources, as needed.

¨      Can include a teambuilding process or other interventions, if requested (separate proposal/fee submitted)

 

Time commitment: Initially, most clients choose to schedule 2 coaching sessions monthly and then go to a monthly schedule.  Phone conferences and email communication are included for the duration of the coaching process. 

 

 

PHASE IV:    Re-collect Feedback

Our consultant will recontact each of the interviewees for their comments and ideas about the client’s progress.  The feedback collected is then reported back to the coaching client and his/her manager with additional ideas for development.

 

 

PHASE V:     Final Report: 

Our consultant writes a summary report for the client and the client’s manager.

 

 

 

© Joan Lloyd & Associates, Inc., Milwaukee, Wisconsin

(800) 348-1944  or  (414) 476-8853    Email: mailto:info@joanlloyd.com   Website: http://www.JoanLloyd.com