Note:  Can be done virtually or in-person and is generally 60 minutes. 

Objectives:

• Introduce and review the leadership coaching process (coaching approach, roles/responsibilities, services provided)
• Determine whether leader and coach are a fit to initiate engagement

Note:

In many instances, an initial assessment would be completed with results being used as a framework for initial discussion to identify areas of focus.  It does not preclude other topics to be a priority in the coaching engagement (i.e., the leader defines the areas of focus for his/her coaching opportunity).

Should an assessment be requested, Carlson Group is prepared to work with the client to identify the right process.  This may include self-assessment tools, 360-feedback assessments, or data-gathering through in-person interviews.

Objectives:

• Clarify leader goals, the current scenario, and development needs
• Identify key themes (i.e., strengths and opportunities for development) that will serve as a foundation for developing action plans to support success.

Data gathered may include one or more of the following:

• Organization chart (if not available, a breakdown of the organization structure)
• Organization vision, mission, strategy documentation
• Where available, recent assessment summaries providing behavioral/cognitive data on strengths and opportunities
• Where applicable, real-time feedback from direct reports, peers, customers, leader’s leader, etc.
• Where appropriate, past performance review data
• Key issues/concerns regarding working relationships (organization, team, and/or individual levels)
• Key goals/objectives identified (ST and LT)

Objectives:

• Define targeted areas of focus and supporting actions during coaching engagement that will provide the greatest opportunity for the leader to be successful.

• General length of Leadership Coaching Services Program is six months*
• Bi-weekly meetings at the beginning of engagement, moving to monthly meetings toward the end of the engagement. 
• Coaching meetings generally last 45-60 minutes (may vary depending on needs of leader)
• Follow-up summary of meeting themes, next steps, actions, and accountabilities would be developed and provided to leader
• Meetings can be in-person or virtual

* Where appropriate, a coaching engagement can extend beyond six months.  Carlson Group and the client would work together to define an approach that works for all parties.

Objectives:

On-going confidential discussions that focus on supporting the leader’s success.  Topics are driven by the leader and include, but are not limited to:

• Areas of focus as determined by the development action plan
• Updates on action items
• Coaching on in-the-moment issues

On-going access to coach via phone and email during six-month period.

Objectives:

• Provide real-time coaching to address in-the-moment issues and questions that should not wait until the next meeting