Joan Lloyd & Associates, Inc. - Executive Coaching Process
A typical coaching engagement can involve:
Phase I: 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 process to gather confidential and specific feedback from employees, Board members, peers, customers, etc.
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 presented in a face-to-face feedback meeting and then used to develop action plans.
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
Meetings are conducted face-to-face, by phone or video conference.
- Process 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)
PHASE IV: Re-collect Feedback
Our consultant may 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.