Determine parameters of coaching

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Determine the coaching objectives
Set expectations, roles, goals, and measures
Situation analysis
Link to leadership initiatives, firm performance and values

Data collection and feedback

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Psychometric assessments
e.g. Hogan, 360 – Bates Executive Presence
Key stakeholder feedback
Use of 360 survey – e.g. Bates Executive Presence
Analysis-Debrief-Insights

Development planning

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Determine 2 – 3 areas for change
SMART goals
Specific, Measurable, Achievable, Relevant, Timely
Engage support of key stakeholder

Coaching and on-going evaluation

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Planned face-to-face sessions with telephone follow up
Unlimited access to coach between sessions
Self reflection and review with key stakeholders

Transition and evaluation

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Measure results
Renew and development plan
Create a network for developmental support

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